HomeMy WebLinkAboutMINUTES - 08162016 -CALENDAR 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 & MINUTES
August 16, 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; Teamsters Local 856.
2. Agency Negotiators: David Twa.
Unrepresented Employees: All unrepresented employees.
B. CONFERENCE WITH LEGAL COUNSEL--EXISTING LITIGATION (Gov. Code, § 54956.9(d)(1))
Diane Renton, RN v. County of Contra Costa, et al., Contra Costa County Superior Court Case No.
N15-0866
1.
9:30 A.M. Call to order and opening ceremonies.
Inspirational Thought- "There are plenty of difficult obstacles in your path. Don't allow yourself to become one
of them." ~ Ralph Marston
Present: John Gioia, District I Supervisor; Candace Andersen, District II Supervisor; Mary N. Piepho, District III Supervisor; Karen
Mitchoff, District IV Supervisor; Federal D. Glover, District V Supervisor
Staff Present:David Twa, County Administrator
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 1
Staff Present:David Twa, County Administrator
Sharon Anderson, County Counsel
CONSIDER CONSENT ITEMS (Items listed as C.1 through C.78 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.
DISCUSSION ITEMS
D. 1 CONSIDER Consent Items previously removed.
Item C.8 was removed to allow for discussion and public comment, and adopted as presented.
D. 2 PUBLIC COMMENT (3 Minutes/Speaker)
The following people spoke on the matter of the imminent closure of the Love-A-Child Mission
homeless shelter for women and children: Eve Cominos, resident of Martinez; Tiffany M. Lancaster,
resident of Bay Point; Jerome Knott, Founder; Marneka Pollan, resident of Bay Point; Teresa Casey,
resident of Bay Point; Kim Galletta, resident of Bethel Island; Pastor Eric Yound, resident of
Pittsburg; Courney V. Davis, resident of Pittsburg. A gofundme site has been set up to take donations.
Supervisor Federal Glover said the county is aware of the imminent foreclosure of the facility and has
been working with the Health Services department to find housing for those who would be displaced.
The following members of SEIU 1021 spoke on the importance of the social services their workers
provide and ongoing contract negotiations: Kim Carter Martinez; Peggy Henderson; Karl Arana;
Dan Jameyson; Peggy Bishop; Suzy Porter.
Eli Anthony Dominguez, resident of Martinez, spoke on what he believes to be corrupt politics and
police services in Contra Costa County and documents received from the Superior Court (attached).
D.3 HEARING to consider adopting Ordinance No. 2016-15 authorizing operators of privately owned
off-street parking facilities to regulate unauthorized parking in those facilities, as recommended by the
Public Works Director, Countywide. (No fiscal impact) (Monish Sen, Public Works Department)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
D.4 HEARING to consider adoption of Resolution No. 2016/497 to approve the Capital Road
Improvement and Preservation Program for fiscal year 2015/2016 through 2021/2022, as recommended
by the Transportation Water and Infrastructure Committee, Countywide. (No fiscal impact) (Steve
Kowalewski, Public Works Department)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
D.5 CONSIDER approving termination of the call center contract between the County and the Health
Benefit Exchange, effective December 31, 2016, and authorize the Chair of the Board of Supervisors to
issue a ninety-day termination notice to the State. (Kathy Gallagher, Employment & Human Services
Director)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 2
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
D.6 CONSIDER accepting the final Chevron Richmond Refinery third-party safety evaluation prepared
by the Process Improvement Institute in response to the August 6, 2012 Chevron Richmond Fire, as
recommended by the Health Services Director. (Randall Sawyer, Health Services Department)
Speaker: Walt Gill, resident of Richmond.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
D.7 CONSIDER adopting report as the Board of Supervisors' response to Civil Grand Jury Report No.
1606, entitled "Reclaiming Our Water”. (David Twa, County Administrator)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
D.8 CONSIDER adopting report as the Board of Supervisors' response to Civil Grand Jury Report No.
1607, entitled "Delta Levees in Contra Costa County”. (David Twa, County Administrator)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
D. 9 CONSIDER reports of Board members.
There were no items reported today.
Closed Session
There were no Closed Session announcements.
ADJOURN
Adjourned today's meeting at 1:30 p.m.
CONSENT ITEMS
Road and Transportation
C. 1 APPROVE improvement plans for storm drain repair on Hazel Avenue, as recommended by the
Public Works Director, East Richmond Heights area. (51% County General Drainage Funds, 49% Local
Road Funds)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 2 AWARD and AUTHORIZE the Public Works Director, or designee, to execute two construction
contracts with Alta Fence Co., Inc., and Crusader Fence Company, Inc., in the amount of $400,000 each,
for the 2016 On-Call Fencing Services Contract(s) for Various Road, Flood Control and Facilities
Maintenance Work Project, Countywide. (100% Local Road and Flood Control Funds)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 3
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 3 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract
amendment with Ghirardelli Associates, Inc., effective July 7, 2015, to extend the term from June 30,
2016 to December 31, 2016 and to increase the payment limit by $20,000 to a new payment limit of
$260,000, for construction management services for the Countywide Overlay Project, Byron and Pleasant
Hill areas. (57% Local Street & Road Preservation, 43% Local Road Funds)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Engineering Services
C. 4 ADOPT Resolution No. 2016/495 accepting completion of landscape improvements for a Subdivision
Agreement (Right-of-Way Landscaping) for SD06-09035, for a project being developed by Shapell
Homes, a Division of Shapell Industries, Inc., a Delaware Corporation, as recommended by the Public
Works Director, Danville area. (100% Developer Fees)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 5 ADOPT Resolution No. 2016/496 accepting completion of the warranty period for the Subdivision
Agreement (Right-of-Way Landscaping) and release of cash deposit for faithful performance, for
subdivision SD07-8970, 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 I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 6 ADOPT Resolution No. 2016/499 approving the Final Map and Subdivision Agreement for
subdivision SD16-9301, for a project being developed by Shapell Industries, Inc., a Delaware
Corporation, as recommended by the Public Works Director, San Ramon (Dougherty Valley) area. (No
fiscal impact)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 7 ADOPT Resolution No. 2016/500 approving and authorizing the Public Works Director, or designee,
to fully close a portion of Coverntry Road between Berkeley Park Boulevard and Ocean View Avenue,
on September 5, 2016 from 12:00 p.m. through 4:00 p.m., for the purpose of a neighborhood block party,
Kensington area. (No fiscal impact)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 8 ADOPT Resolution No. 2016/502 approving and authorizing the Public Works Director, or designee,
to permanently close Dougherty Road from Stoneleaf Road/Ivyleaf Springs Road to Bollinger Canyon
Road (South), effective August 29, 2016, San Ramon (Dougherty Valley) area. (100% Developer Fees)
Speakers: Shisiro K mohanty Solomon; Nishant Asthana; Ranganathan Madhanagopal; Velu Kandasamy; Viswanathan
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 4
Speakers: Shisiro K mohanty Solomon; Nishant Asthana; Ranganathan Madhanagopal; Velu Kandasamy; Viswanathan
Ananthanarayanan. Commentary submitted via email is attached.
Resolution 2016/ 502 contained a minor typographical error. The revised version was accepted into
the record by unanimous vote.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Special Districts & County Airports
C. 9 ACCEPT a Grant of Easement from the City of Brentwood and APPROVE and AUTHORIZE the
Chief Engineer, or designee, to execute the amendment to drainage fee collection, right of way, and
maintenance agreement between the City of Brentwood and the Contra Costa County Flood Control and
Water Conservation District in connection to Drainage Area 52C, Basin 3/4 (Snowman Basin),
Brentwood area. (No Fiscal Impact)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 10 APPROVE the design and bid documents, including the plans and specifications, for the Montalvin
and MonTara Bay Parks Improvements, Denise Drive and 2250 Tara Hills Drive, San Pablo, California
and AUTHORIZE the Public Works Director, or designee, to solicit bids to be received on or about
September 15, 2016. (100% East Bay Regional Park District Measure WW Local Grant Program)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 11 AWARD and AUTHORIZE the Public Works Director, or designee, to execute a construction
contract in the amount of $1,559,961 with Granite Rock Company, for the Buchanan Airport Taxiway
Echo & Kilo Improvements Project, Concord area. (90% Federal Aviation Administration Funds, 2%
Caltrans Funds, 8% Airport Enterprise Funds)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 12 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract
amendment with Consolidated CM, to extend the term from June 1, 2015 to June 30, 2017 and to increase
the payment limit by $50,000 to a new payment limit of $2,607,773, for construction management
services for the Upper Sand Creek Basin Project, Antioch area. (100% Flood Control District Drainage
Area 130 Funds)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 13 APPROVE and AUTHORIZE the Director of Airports, or designee, to execute a month-to-month
hangar rental agreement with Brian Guerin for a T-hangar at Buchanan Field Airport effective August 27,
2016 in the monthly amount of $394.10. (100% Airport Enterprise Fund)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 14 APPROVE and AUTHORIZE the Director of Airports, or designee, to amend the Fuel Supply
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 5
C. 14 APPROVE and AUTHORIZE the Director of Airports, or designee, to amend the Fuel Supply
Agreement with Ascent Aviation Group, Inc. to extend the contract termination date to purchase and
resell branded aviation fuel at Byron Airport from August 31, 2016 to October 31, 2016; and APPROVE
and AUTHORIZE the Purchasing Agent, to execute on behalf of the Director of Airports, a purchase
order amendment with Ascent Aviation Group, Inc., to extend the effective end date from August 31,
2016 to October 31, 2016 for aviation fuel at Byron Airport. (100% Airport Enterprise Fund)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Claims, Collections & Litigation
C. 15 DENY claims filed by Safeco Insurance Company, James Renton, Jeanne Boyd, Andrew McKleroy,
Megan Beach, Rebecca Brown, Donald Driver, Nicholas Grant, Eaen Hale, Richard Kite, Mary
Mountbatten, Maria Price, Jennifer Rhee, Ralph Scott, State Farm, as subrogee of Donna Watanabe
Tamur, and Wunmi Mohammed Kamson & Calvin Kamson; DENY late claim filed by Mary Mountbatten.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Statutory Actions
C. 16 ACCEPT Board members' meeting reports for July 2016.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Honors & Proclamations
C. 17 ADOPT Resolution No. 2016/512 supporting the 2016 East Bay Stand Down to be held September
15 - 18, 2016 at the Alameda County Fairgrounds, as recommended by the Family and Human Services
Committee.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 18 ADOPT Resolution No. 2016/489 recognizing the contributions of Leo Costa on his 30 years of
service to Contra Costa County, as recommended by the Public Works Director. (No fiscal impact)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Appointments & Resignations
C. 19 REAPPOINT Harold D'Ambrogia to the District II Seat on the Assessment Appeals Board, as
recommended by Supervisor Andersen.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 20 REASSIGN Mark Cordone from the 2nd Alternate Seat on the County Service Area P-5 Citizens
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 6
C. 20 REASSIGN Mark Cordone from the 2nd Alternate Seat on the County Service Area P-5 Citizens
Advisory Committee to the Appointee 5 Seat, DECLARE a vacancy in the 2nd Alternate Seat on the
County Service Area P-5 Citizen Advisory Committee, and DIRECT the Clerk of the Board to post the
vacancy, as recommended by Supervisor Andersen.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 21 ACCEPT the resignation of Teri Mountford, DECLARE vacant the Advisory Council on Aging,
Member at Large, Seat #19, and DIRECT the Clerk of the Board to post the vacancy as recommended by
the Employment and Human Services Director.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 22 ACCEPT the resignation of Earle Ormiston, DECLARE vacant the Advisory Council on Aging
Member At Large, Seat #7, and DIRECT the Clerk of the Board to post the vacancy as recommended by
the Employment and Human Services Director.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 23 APPOINT Jason Tanseco to the District III Family Member seat on the Mental Health Commission,
as recommended by Supervisor Piepho.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 24 APPOINT Jennifer DeLano Cohen to the District III seat on the Contra Costa Commission for
Women, as recommended by Supervisor Piepho.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 25 APPOINT William Marz to County Service Area P-2A on the County Service Area P-2A, as
recommended by Supervisor Piepho.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 26 APPOINT Michael Ward to the District V - Consumer seat and Meghan Cullen to the District V
Member at Large seat on the Mental Health Commission, as recommended by Supervisor Glover.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 27 APPOINT Melissa Jacobson to Seat 1 of the Contra Costa County Historical Landmarks Advisory
Committee, as recommended by the Conservation and Development Director.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 28 APPOINT Juan Pablo Benavente to the Low-Income Seat No. 2 on the Economic Opportunity
Council as recommended by the Employment and Human Services Director.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III SupervisorAugust 16, 2016 Contra Costa County Board of Supervisors Official Minutes 7
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Personnel Actions
C. 29 ADOPT Position Adjustment Resolution No. 21879 to reallocate the classification of Animal Clinic
Veterinarian-Exempt (unrepresented) position on the Salary Schedule in the Animal Services Department.
( 32% User Fees, 31% City Revenues, 37% County General Fund)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 30 ADOPT Position Adjustment Resolution No. 21896 to add one Clerk-Recorder Services Manager
(represented) position and one Information Systems Technician I (represented) position; and cancel one
Recorder's Operations Manager (represented) position and one Information Systems Specialist II
(represented) position in the Clerk Recorder Elections Department. (100% General Fund)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 31 ADOPT Position Adjustment Resolution No. 21904 to add four represented positions for the
expansion of dental services in the Health Services Department. (83% Health Care for the Homeless
Grant and 17% Federally Qualified Health Care revenues)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 32 ADOPT Position Adjustment Resolution No. 21903 to add six Juvenile Institution Officer III
(represented) positions in the Probation Department. (100% General Fund)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Leases
C. 33 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a lease with RIO
Properties I, LLC, for 22,746 square feet of rentable office and warehouse space for the Health Services
Department – Information Technology Division, at 2400 Bisso Lane in Concord, at an initial annual rent
of $313,884 for the first year with an annual increase thereafter, for a term of 12 years with one ten-year
renewal term, under the terms and conditions set forth in the lease. (100% General Fund)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Grants & Contracts
APPROVE and AUTHORIZE execution of agreements between the County and the following agencies for
receipt of fund and/or services:
C. 34 APPROVE and AUTHORIZE the Agricultural Commissioner, or designee, to execute a contract in
an amount not to exceed $21,599 with the Department of Pesticide Regulation for the County to
implement "Enforcement Evaluation and Improvement Project" for the period of July 1, 2016 through
February 28, 2017. (No County match)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 8
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 35 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Pleasant Hill Recreation & Park District, to provide congregate meal services for County’s Senior
Nutrition Program, for the period from July 1, 2016 through June 30, 2017, with a three-month automatic
extension through September 30, 2017. (No County match)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 36 APPROVE and AUTHORIZE the Health Services Director or designee, to execute an agreement
with University of California, San Francisco, to pay the County an amount not to exceed $11,800 for the
Connection to Health Diabetes Self-Management Project at Contra Costa Regional Medical Center, for
the period from July 1, 2016 through June 30, 2018. (No County match)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 37 APPROVE and AUTHORIZE the Employment & Human Services Department Director, or
designee, to apply for and accept funding in an amount not to exceed $6,250,000 from the Department of
Health and Human Services Administration for Children and Families for Early Head Start supplemental
funding for the term January 1, 2017 through December 31, 2017. (20% in-kind County match)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
APPROVE and AUTHORIZE execution of agreement between the County and the following parties as
noted for the purchase of equipment and/or services:
C. 38 APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to
execute a contract amendment with Bay Area Community Resources, Inc., to increase the payment limit
by $60,673 to a new payment limit of $130,673 for additional and enhanced Youth Justice Initiative
services in East Contra Costa County for the period of April 1, 2016 through December 31, 2016. (100%
Federal)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 39 APPROVE and AUTHORIZE the Conservation and Development Director, or designee, to execute
a contract with MRW, LLC, in an amount not to exceed $174,800 to complete a technical study of
Community Choice Energy for the period August 17, 2016 through August 16, 2017. (29% General
Fund, 71% Various Cities)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 40 APPROVE and AUTHORIZE the Conservation and Development Director, or designee, to execute
a contract amendment with Dudek, Inc., to extend the term from August 18, 2016 through August 18,
2017 with no change in the payment limit of $180,545, to provide continued service to complete the
environmental impact report for the Byron Airport General Plan Amendment. (100% Mariposa Energy
Project Community Benefits Fund)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 9
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 41 APPROVE and AUTHORIZE the County Probation Officer, or designee, to execute a contract
amendment with the University of Cincinnati Research Institute (UCRI), to increase the payment limit by
$61,000 to a new payment limit of $261,000, for consulting services in the Juvenile Hall. (100% General
Fund)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 42 APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Interim Librarian, a
purchase order with Bibliotheca, LLC in an amount not to exceed $169,700, and a service and
maintenance agreement for library book and media security software and equipment, for the period July
1, 2016 through June 30, 2017. (100% Library Fund)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 43 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract
containing modified indemnification language with Oxford Immunotec, Inc., in an amount not to exceed
$10,000, to provide outside clinical laboratory services for Contra Costa Regional Medical Center and
Health Centers for the period from June 1, 2016 through May 31, 2017, (100% Hospital Enterprise Fund
I)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 44 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract
amendment with Debri-Tech, Inc., to increase the payment limit from $500,000 to a new payment limit of
$1,000,000, to provide as-needed assistance with trash and abandoned waste cleanup and removal for the
Contra Costa County Watershed Program, for the period of August 1, 2015 through July 31, 2018,
Countywide. (100% Stormwater Utility Assessment Revenue Funds)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 45 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Accela, Inc., in an amount not to exceed $333,677, to provide data conversion software utilized by the
Hazardous Materials and Environmental Health Divisions for the period from May 1, 2016 through April
30, 2019. (61% Environmental Health; 39% Hazmat program fees)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 46 APPROVE clarification of Board action of July 12, 2016, (C.57), which authorized the Health
Services Director, or designee, to contract with People Who Care Children Association to provide Mental
Health Services Act prevention and early intervention services, to reflect the correct automatic six month
extension term end date of December 31, 2017, not December 31, 2016. (100% Mental Health Services
Act)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 47 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 10
C. 47 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 $806,563, to provide mental health
services to children in West County, for the period from July 1, 2016 through June 30, 2017, with a
six-month automatic extension through December 31, 2017, in an amount not to exceed $403,281. (49%
Federal Financial Participation, 49% Mental Health Realignment; 2% Non-Medi-Cal Realignment)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 48 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Recovery Innovations, Inc., in an amount not to exceed $3,671,130, to provide community-based mental
health support services for the period from July 1, 2016 through June 30, 2019. (78% Mental Health
Services Act; 22% Mental Health Realignment)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 49 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Young Men’s Christian Association of the East Bay, in an amount not to exceed $984,464, to provide
on-site school counseling services for the period from July 1, 2016 through June 30, 2017, with a
six-month automatic extension through December 31, 2017, in an amount not to exceed $472,705. (48%
Federal Financial Participation; 48% Mental Health Realignment; 4% Non-medical Mental Health
Realignment)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 50 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Serramonte Pulmonary Asthma & Sleep Clinic, Inc., in an amount not to exceed $200,000, to provide
pulmonary care at Contra Costa Regional Medical Center and Health Centers, for the period from
September 1, 2016 through August 31, 2017. (100% Hospital Enterprise Fund I)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 51 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Adolescent Treatment Centers, Inc., in an amount not to exceed $121,304, to provide residential substance
use disorder treatment services for Contra Costa County youth, for the period from July 1, 2016 through
June 30, 2017. (100% Federal Substance Abuse Prevention and Treatment)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 52 APPROVE and AUTHORIZE the Auditor-Controller, or designee, to pay $200,000 to Cross
Country Staffing, Inc. for temporary staffing services rendered at Contra Costa Regional Medical and
Health Centers, as recommended by the Health Services Director. (100% Hospital Enterprise Fund I)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 53 APPROVE and AUTHORIZE the Auditor-Controller, or designee, to pay Public Health Foundation
Enterprises, Inc., an amount not to exceed $95,000 for consultation and technical assistance services
provided, as recommended by the Health Services Director. (85% Federal Bioterrorism, 3% State AIDS
Program, and 12% County funds)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 11
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 54 APPROVE and AUTHORIZE the Auditor-Controller, or designee, to pay Ujima Family Recovery
Services in an amount not to exceed $11,899 for outpatient treatment services provided, as recommended
by the Health Services Director. (50% Federal Drug Medi-Cal, 50% State Drug Medi-Cal)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 55 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract
amendment with Child Therapy Institute of Marin, effective July 1, 2016, to modify the service plan and
the rate sheet to include case management and crisis intervention services, in addition to outpatient
services, for seriously emotionally disturbed children and youth in East and West county. (50% Federal
Financial Participation; 50% County Realignment)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 56 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Aspira Technologies, Inc., in an amount not to exceed $305,000, to provide consultation and technical
assistance to the Department’s Information Systems Unit for the period from July 1, 2016 through June
30, 2017 (100% Hospital Enterprise Fund I)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 57 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Bi-Bett Corporation, in an amount not to exceed $133,488, to provide transitional housing services for
homeless adult males for the period from July 1, 2016 through June 30, 2017. (100% AB 109
Realignment)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 58 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
R House Inc., in an amount not to exceed $119,952, to provide residential treatment services for youth at
its Santa Rosa facility, for the period from July 1, 2016 through June 30, 2017. (100% Federal Substance
Abuse Prevention and Treatment)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 59 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract
amendment with Whitehat Security, Inc., effective August 1, 2016, to increase the payment limit by
$100,000, to a new payment limit of $150,000, to continue providing software maintenance and support,
consulting, technical support and training to the Department’s Information Systems Unit, and to extend
the contract term from August 3, 2016 to August 3, 2017. (100% Hospital Enterprise Fund I)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 60 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a Consulting
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 12
C. 60 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a Consulting
Services Agreement with KMD Architects, subject to approval by the County Administrator and approval
as to form by County Counsel, in an amount not to exceed $200,000, for architectural, engineering and
other technical services to provide a planning study for the replacement of existing County Administration
Building.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 61 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a Consulting
Services Agreement with Dreyfuss & Blackford Architects, subject to approval by the County
Administrator and approval as to form by County Counsel, in an amount not to exceed $200,000, for
architectural, engineering and other technical services to provide a five year capital facilities plan.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 62 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a Consulting
Services Agreement with Ross Drulis Cusenbery Architecture, Inc., subject to approval by the County
Administrator and approval as to form by County Counsel, in an amount not to exceed $200,000, for
architectural, engineering and other technical services to provide a planning study for preliminary work on
a new emergency operations center.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 63 APPROVE and AUTHORIZE the County Administrator, or designee, to execute contract
amendments with Kathy Moniz-Narasaki, Patrice Guillory, and Eugene Jackson in an aggregate amount
not to exceed $62,930.19 for Reentry Network Services for the County’s AB 109 Realignment Program
Central/East County Network System of Services for the period July 1, 2016 through Sept. 30, 2017, as
recommended by the County Administrator. (100% AB 109 Public Safety Realignment)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 64 APPROVE and AUTHORIZE the Auditor-Controller, or designee, to pay $2,269.20 to Patrick
Mims for Field Operations Coordinator services rendered for the Central/East County Reentry Network
System of Services for the period July 1-8, 2016, as recommended by the County Administrator. (100%
AB 109 Public Safety Realignment)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 65 APPROVE and AUTHORIZE the Sheriff-Coroner, or designee, to execute a Master Support
Agreement with Tiburon Inc., in an amount not to exceed $223,868 for dispatch and records systems
support for the period September 10, 2016 to September 9, 2017. (100% General Fund)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 66 APPROVE and AUTHORIZE the County Administrator, or designee, to execute a contract
amendment with the Contra Costa County Bar Association to increase the payment limit by $55,000,
from $4,127,000 to a new payment limit of $4,182,000 for the provision of criminal conflict defense
services with no change to the term July 1, 2015 through June 30, 2016. (100% County General Fund)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 13
AYE: District I Supervisor John Gioia, District III Supervisor Mary N. Piepho, District IV Supervisor
Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District II Supervisor Candace Andersen (RECUSE)
C. 67 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
nThrive Solutions, LLC, in an amount not to exceed $230,000 to provide Tumor and Cancer Registry and
oncology interim management services for the Contra Costa Regional Medical Center and Health
Centers, for the period August 1, 2016 through July 31, 2017. (100% Hospital Enterprise Fund I)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other Actions
C. 68 ACCEPT the Refugee Services Plan for federal fiscal years 2016 through 2019 as required by the
California Department of Social Services Refugee Programs Bureau and as recommended by the
Employment and Human Services Director.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 69 ADOPT Resolution No. 2016/501 accepting as complete the construction contract work performed
by Valentine Corporation for the North Richmond Pump Station Diversion Project, Corner of Gertrude
Avenue and Richmond Parkway, Richmond, as recommended by the Public Works Director. (No fiscal
impact)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 70 ACCEPT the July 2016 update of the operations of the Employment and Human Services
Department, Community Services Bureau, as recommended by the Employment and Human Services
Director.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 71 ACCEPT report on the Public Works Department and Flood Control and Water Conservation
District's Accreditation Program, as recommended by the Public Works Director and Chief Engineer,
Countywide. (No fiscal impact)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 72 APPROVE and AUTHORIZE the Public Defender, or designee, to serve as a host organization for
the Boston College Law School Public Service Fellows Program, a year-long postgraduate fellowship
program that engages graduates in the criminal legal process, for the period September 1, 2016 through
August 30, 2017. (No fiscal impact)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 73 ACCEPT the 2014 and 2015 calendar year reports for the El Sobrante Municipal Advisory Council,
as recommended by Supervisor Gioia.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III SupervisorAugust 16, 2016 Contra Costa County Board of Supervisors Official Minutes 14
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 74 ACCEPT the 2014 and 2015 calendar year reports for North Richmond Municipal Advisory Council
(NRMAC), as recommended by Supervisor Gioia.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 75 APPROVE the Driveway and Parking Lot Repair Project in the amount of $634,048 at 202 Glacier
Drive, Martinez, and related actions under the California Environmental Quality Act, as recommended by
the Public Works Director. (100% General Fund)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 76 ACCEPT quarterly report of the Post Retirement Health Benefits Trust Agreement Advisory Body,
as recommended by the Post Retirement Health Benefits Trust Agreement Advisory Body.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 77 APPROVE response to Civil Grand Jury Report No. 1609, entitled "Human Trafficking and
DIRECT the Clerk of the Board to forward the response to the Superior Court following Board action.
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 78 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 I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
Mary N. Piepho, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
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.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 15
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
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.
Ad Hoc on Sustainability Committee August 22, 2016 12:30 p.m.See above
Airports Committee September 28, 2016 1:30 p.m. See above
Family & Human Services Committee September 12, 2016 1:00 p.m. See above
Finance Committee September 8, 2016 10:30 a.m. See above
Hiring Outreach Oversight Committee September 12, 2016 Canceled
October 10, 2016
9:00 a.m.See above
Internal Operations Committee August 22, 2016 11:00 a.m. See above
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 16
Legislation Committee September 12, 2016 10:30 a.m. See above
Public Protection Committee September 26, 2016 9:00 a.m. See above
Transportation, Water & Infrastructure Committee September 8, 2016 1:00 p.m. 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
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
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 17
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
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
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 18
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
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 19
RECOMMENDATION(S):
OPEN the public hearing on Ordinance No. 2016-15, RECEIVE public testimony, and CLOSE the hearing;
ADOPT Ordinance No. 2016-15, which authorizes operators of privately owned off-street parking facilities to
regulate unauthorized parking in those facilities.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
This ordinance would amend Ordinance Code Chapter 46-14, which regulates private off-street parking facilities. The
ordinance includes new dispute resolution procedures that a private parking operator must adopt if it imposes parking
charges at its facility. The ordinance was drafted to minimize the County's involvement in disputes between private
parking operators and people who contest parking charges.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Monish Sen, (925)
313-2187
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Monish Sen
D.3
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Adopt County Ordinance No. 2016-15 to regulate private off-street parking facilities
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 20
BACKGROUND: (CONT'D)
Summary of Existing Ordinance
Chapter 46-14 authorizes operators of privately owned and maintained off-street parking facilities to impose a
parking violation charge on an owner of a vehicle for unauthorized parking. A parking violation charge may not
be imposed at an off-street parking facility unless signs that comply with the ordinance have been posted at the
facility. The ordinance also establishes requirements that apply to printed notices issued at off-street parking
facilities, requires private parking operators that issue notices to register with the Public Works Department, and
establishes regulations that apply to the collection of unpaid parking violation charges.
Summary of Draft Ordinance
The attached draft ordinance amends Chapter 46-14 by establishing new dispute resolution requirements, as
mandated by Assembly Bill 451. AB 451 amended Vehicle Code section 21107.8 to require local ordinances to
include certain dispute resolution procedures that apply to private parking operators.
Under section 46-14.012 of the draft ordinance, each private parking operator must establish a written dispute
resolution policy for contesting parking charges. A written dispute resolution policy established by a private
parking operator must include: (1) specified time periods for notifications, review, and appeal; (2) an
administrative hearing process that includes options for a hearing in person or by mail, a hearing by an
independent third-party examiner, and authority for the examiner to allow payment of the parking charges in
installments; (3) and a prohibition against incentives based on the number of invoices issued or the number or
percent of disputed invoices adjudicated in favor of the operator.
To minimize the County's involvement in disputes between private parking operators and people who contest
parking charges, section 46-14.012 only requires a private parking operator to file its written dispute resolution
procedures with the Public Works Department and to obtain the Public Works Department's approval of the
parking operator's administrative hearing process. Section 46-14.012 of the ordinance does not require the County
to hold hearings or contract with independent hearing officers. The current ordinance already requires private
parking operators to register with the Public Works Department. The ordinance also makes minor changes to
section 46-14.008, which governs signs, and section 46-14.010, which governs notices. The ordinance also adds
section 46-14.020, which authorizes private parking operators to tow vehicles under specified circumstances.
CONSEQUENCE OF NEGATIVE ACTION:
Not approving this ordinance would maintain the County’s involvement in disputes between privately owned
off-street parking facilities and people who contest parking charges.
AGENDA ATTACHMENTS
Private parking facilities amend ord
MINUTES ATTACHMENTS
Signed Ordinance 2016-15
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RECOMMENDATION(S):
HEARING to consider adoption of Resolution No. 2016/497 to approve the Capital Road Improvement and
Preservation Program (CRIPP) for fiscal year 2015/2016 through 2021/2022, as recommended by the Transportation
Water and Infrastructure Committee, Countywide. (Steve Kowalewski, Public Works Department)
FISCAL IMPACT:
No fiscal impact. Approval and adoption of the CRIPP will provide a planning document that will outline the
anticipated expenditures of road related capital funds in the next seven years. The CRIPP is a working document that
programs funds for capital road improvement projects within the County. Preparation of the CRIPP is a requirement
of the Growth Management Program and Measure J funding.
BACKGROUND:
The CRIPP is a programming document for the funding of capital road improvement projects within unincorporated
Contra Costa County. It includes estimated project costs, funding source information, and scheduling information for
known potential projects within the next seven fiscal years. It also includes revenue projections
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Angela Villar (925)
313-2016
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Jerry Fahy, Nancy Wein
D.4
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Capital Road Improvement and Preservation Program for Fiscal Year 2015/2016 to 2021/2022
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 38
BACKGROUND: (CONT'D)
and a summary of estimated project-related expenditures for each funding source.
The Capital Road Improvement & Preservation Program (CRIPP) was established by Resolution 89/306 under the
County Road Improvement Policy. The Policy was authorized by Government Code Section 66002 and is
required under the Growth Management Element of the Contra Costa Transportation and Growth Management
Program Ordinance approved by the voters in November 1988 (Measure C-88) and reaffirmed in 2004 with
passage of Measure J. Measure J requires that each participating local agency develop a five-year CRIPP to meet
and/or maintain traffic service and performance standards. In 1991, the CRIPP was expanded to cover seven years
to conform to the Congestion Management Plan, and in 1992 the CRIPP update was changed to a biennial
schedule.
Approval of the CRIPP by the Board of Supervisors does not automatically approve each individual project listed
in the CRIPP. Each project in the CRIPP is subject to a separate public review, engineering feasibility analysis,
and environmental assessment and whenever feasible, be consistent with County policies, design guidelines, and
regional planning documents. This includes an assessment of opportunities for Green Infrastructure and Complete
Streets elements. Some projects may have cost increases and/or project scope changes after these elements are
evaluated in more detail. All these things are considered before the Board of Supervisors will consider final
approval of the project. As this is a planning level document, adoption of the CRIPP will not preclude
development and construction of projects that have not been identified.
As more information is gathered about a project, the Public Works Department may determine that the project
will cost more than originally estimated for reasons not known at this time. In such a case, the Public Works
Department will study various alternatives to find a solution to funding shortfalls. The Public Works Department
will adjust subsequent CRIPPs to reflect any changes in project scope or cost.
On April 14, 2016, the TWIC accepted a report on the impacts to County transportation projects from the
declining State Gas Tax. This impact is reflected in the 2015 CRIPP. If the State Legislature fails to take effective
action, the County will likely need to indefinitely delay several projects and lose the already secured grant funds
associated with those projects. These changes will need to be reflected in future CRIPP updates.
Adopting a CRIPP to guide our capital improvements will do several things for the County:
• Increase public awareness of how and where funds will be spent on our road system.
• Enhance public trust and increase funding transparency by demonstrating that funds are programmed and
expended in accordance with an approved program.
• Encourage more public involvement in the programming and expenditure of our capital funds.
• Provide accurate “accountability” of whether our transportation system will meet an acceptable level of service
to satisfy our growth management policies.
• Provide a basis for projecting staffing needs over the next seven years.
• Provide a budget tool to track expenditures of each type of funding utilized for capital improvements.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 39
CONSEQUENCE OF NEGATIVE ACTION:
Failure to approve the CRIPP could adversely affect the schedule of road improvements for the next seven years
as this document provides direction for project planning and staff requirements in the coming years.
Measure J and the County’s proposed growth management policy requires adoption of a CRIPP be enacted to
meet the anticipated needs of new development impacts on the roadway systems. Without an approved CRIPP,
the County will not be able to fulfill this requirement, which would jeopardize our Measure J return to source
funding.
AGENDA ATTACHMENTS
Resolution No. 2016/497
CRIPP Part 1
CRIPP Part 2
CRIPP Part 3
CRIPP Part 4
MINUTES ATTACHMENTS
Signed Res 2016/497
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 40
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 08/16/2016 by the following vote:
AYE:
John Gioia
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2016/497
IN THE MATTER OF the approval of the Capital Road Improvement and Preservation Program for fiscal year 2015/2016 to
2021/2022 for unincorporated Contra Costa County.
WHEREAS, the Capital Road Improvement & Preservation Program (CRIPP) was established by Resolution 89/306 under the
County Road Improvement Policy; and WHEREAS, the County Road Improvement Policy was authorized by Government Code
Section 66002 and is required under the Growth Management Element of the Contra Costa Transportation and Growth
Management Program Ordinance approved by the voters in November 1988 (Measure C-88) and reaffirmed in 2004 with
passage of Measure J; and WHEREAS, Measure J requires that each participating local agency develop a five-year CRIPP to
meet and/or maintain traffic service and performance standards. In 1991, the CRIPP was expanded to cover seven years to
conform to the Congestion Management Plan; and WHEREAS, the CRIPP is a programming document for the funding of capital
road improvement projects within unincorporated Contra Costa County; and WHEREAS, each project in the CRIPP is subject to
a separate public review, engineering feasibility analysis, and environmental assessment before the Board of Supervisors will
consider final approval of the project; and WHEREAS, adoption of the CRIPP will not preclude development and construction of
projects that have not been identified; and WHEREAS, the Public Works Department will study various alternatives to find a
solution to funding shortfalls. The Public Works Department will adjust subsequent CRIPPs to reflect any changes in project
scope or cost; and WHEREAS, adopting a CRIPP to guide our capital improvements will do several things for the County: ·
Increase public awareness of how and where funds will be spent on our road system. · Enhance public trust and increase funding
transparency by demonstrating that funds are programmed and expended in accordance with an approved program. · Encourage
more public involvement in the programming and expenditure of our capital funds. · Provide accurate “accountability” of
whether our transportation system will meet an acceptable level of service to satisfy our growth management policies. · Provide a
basis for projecting staffing needs over the next seven years. · Provide a budget tool to track expenditures of each type of funding
utilized for capital improvements; and WHEREAS, the CRIPP was reviewed by the County Transportation, Water and
Infrastructure Committee on July 14, 2016 and recommended to the Board of Supervisors for adoption. WHEREAS, a hearing
was held on August 16, 2016 at 9:00 a.m., in the Board of Supervisors’ Chambers; and WHEREAS, the notice of hearing was
published and posted pursuant to Government Code Section 66002 and 65090; and
NOW, THEREFORE, BE IT RESOLVED, that the Board of Supervisors of Contra Costa County approves the Capital Road
Improvement and Preservation Program for Fiscal Year 2015/2016 to 2021/2022
Contact: Angela Villar (925) 313-2016
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Jerry Fahy, Nancy Wein
5
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 41
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 42
Contra Costa County
2015
Capital Road Improvement &
Preservation Program
FISCAL YEAR 2015/16
TO
FISCAL YEAR 2021/22
Contra Costa County
Public Works Department
255 Glacier Drive
Martinez, CA 94553-4897
(925) 313-2000
www.co.contra-costa.ca.usDRAFT
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 43
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 44
SUMMARY
On May 19, 1989, the Board of Supervisors adopted the Capital Road Improvement Policy to
guide the development and continuation of the Capital Road Improvement & Preservation
Program (CRIPP). On April 17, 1990, the Board of Supervisors approved the first CRIPP. This
CRIPP is updated every other year during the odd years (i.e. 2015, 2017, 2019). The 2015/2016
CRIPP summarizes the County’s road improvement projects for the next seven years (Fiscal
Years 2015/16 through 2021/22). The CRIPP conforms to the Congestion Management Plan,
which is also a seven-year planning document.
It should be noted that the CRIPP is a programming document that, once approved, will provide
a strategic plan and a schedule for the Public Works Director to program the engineering work
on these projects. Approval of the CRIPP by the Board does not automatically approve each
individual project listed in the CRIPP. Each project in the CRIPP must undergo its own individual
engineering feasibility analysis and environmental assessment and be consistent with County
policies, design guidelines, regional planning documents, whenever feasible, and other policies
as my be adopted by the County from time to time. These considerations include an assessment
of opportunities for Green Infrastructure and Complete Streets Elements. Some projects may
have cost increases and/or project scope changes after thorough environmental studies. The
CRIPP, therefore, is expected to change as we learn more about each project.
State Gas Tax is the largest source of revenue for the County’s capital road program. It is also a
primary funding source used by the County to leverage grant funds. The County has seen a
significant reduction in the amount of State Gas Tax it receives to operate and maintain our local
unincorporated road network. This impact is reflected in the 2015 CRIPP. To address the Gas
Tax revenue reduction, the County is deploying a project delay strategy that delays the
construction of several projects for one to two years in anticipation that the State Legislature will
agree on a transportation funding fix. However, if the State Legislature fails to take effective
action within the two year window, the County will likely need to indefinitely delay several
projects and lose the already secured grant funds associated with those projects. These changes
will need to be reflected in future CRIPP updates.
The CRIPP is organized in two components. Section I shows capital outlays and revenues for
each of the County's primary road-related revenue sources over the next seven years. Section II
contains the project descriptions for each individual project identified in Section I. The tables
showing the anticipated capital outlays for each individual project are included with the individual
project descriptions, giving the user of the CRIPP a complete picture of each project all in one
place in the document.
Section I shows the anticipated revenue and fund expenditures for all road-related funding
sources for the next seven years. There is a table for each funding source, showing the
estimated expenditures broken down by project, the year when the expenditure is expected to
occur, and the projected yearly revenue for the fund. Projects with multiple funding sources are
listed under more than one funding source.
Section II provides detailed information on each of the projects that are programmed to receive
funding in the next seven years. The information provided for each project includes a project
name, project location, purpose and need, a brief project description, source of funding, the
Supervisor District, and the anticipated expenditure plan. Projects awaiting fund allocation
(underfunded) are listed in Section III. Projects are organized alphabetically.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 45
The table of contents lists all funding sources and projects in the order they appear in the CRIPP.
A second list cross-references the projects by County Supervisorial District to enable the user to
find a project geographically in the context of its Supervisorial District.
The appendix includes Board policies and the Area of Benefit project lists.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 46
Table of Contents 1
CAPITAL ROAD IMPROVEMENT & PRESERVATION PROGRAM
Table of Contents
CRIPP Introduction & Background PAGE #
Introduction and Background 1
Figure 1: Projected 7 Year Revenue for the Road Program 6
Table A: Summary of Projected Annual Revenue 8
Table B: Summary of Projected Annual Project Expenditures 10
Table C: Acronyms for Grant Programs and other Funding Sources used
in the CRIPP 11
Disclaimer of Liability and Warranties 13
Section I: Funding Sources PAGE #
Taxes, Bond Measures, Grants & Other Local Funds
Gas Tax Funds I-1
Figure 2: Projected Gas Tax For Capital Improvement Program in 2015 CRIPP I-2
State Match Funds I-3
Measure J: Return to Source Funds I-4
Measure J: Regional Funds I-4
Federal, State and Regional Grant Funds I-5
Other Local Funds I-6
Areas of Benefit
Alamo Area of Benefit I-7
Bay Point Area of Benefit I-7
Bethel Island Area of Benefit I-8
Briones Area of Benefit I-8
Central County Area of Benefit I-9
Discovery Bay Area of Benefit I-9
East County (Regional) Area of Benefit I-10
Hercules/Rodeo/Crockett Area of Benefit I-10
Martinez Area of Benefit I-11
North Richmond Area of Benefit I-11
Pacheco (West Concord) Area of Benefit I-12
Richmond/El Sobrante Area of Benefit I-12
South County Area of Benefit I-13
South Walnut Creek Area of Benefit I-13
West County Area of Benefit I-14
County Trust Funds
Discovery Bay West Mitigation Funds I-14
Keller Canyon Landfill Mitigation Funds I-15
Navy Mitigation Funds I-15
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 47
Table of Contents 2
Section II: Active Projects PAGE #
Projects
Alhambra Valley Road Safety Improvements - east of Bear Creek Road
Intersection II-1
Alhambra Valley Road Safety Improvements - Rancho La Boca Road to
Ferndale Road II-2
Bailey Road Overlay Project - SR4 to Keller Canyon Landfill Entrance II-3
Bailey Road/State Route 4 Interchange Pedestrian & Bicycle Improvement
Project II-4
Balfour Road Shoulder Widening - Sellers Avenue to Bixler Road II-5
Bay Point Curb Ramp Project II-6
Bay Point Sign Upgrade Project II-7
Bay Point Utility Undergrounding Project II-8
Byron Highway & Camino Diablo Intersection Improvements II-9
Byron Highway Bridge Replacement over California Aqueduct (Bridge No.
28C0121) II-10
Byron Highway Traffic Safety Improvements II-11
Camino Tassajara Bike Lane Gap Closure Project - Finley Road to
Windemere Parkway II-12
Camino Tassajara Shoulder Widening - 1.1 mile South of Highland Road
to 0.3 mile North of Windemere II-13
Canal Road Bicycle and Pedestrian Improvements II-14
Canal Road Bridge Replacement (Bridge No. 28C0376)II-15
Clifton Court Road Bridge Repair (Bridge No. 28C0403)II-16
Giaramita Street Sidewalk Replacement II-17
Jersey Island Road Bridge Repair (Bridge No. 28C0405)II-18
Kirker Pass Road Northbound Truck Lanes II-19
Main Street, Byron Sidewalk Improvements II-20
Marsh Creek Road Bridge Replacement (Bridge No. 28C0141)II-21
Marsh Creek Road Bridge Replacement (Bridge No. 28C0143 & 28C0145)II-22
Marsh Creek Road Safety Improvements - 2.0 to 2.25 miles West of Deer
Valley Road II-23
Marsh Creek Road Traffic Safety Improvements II-24
Marsh Drive Bridge Replacement (Bridge No. 28C0442)II-25
May Road Sidewalk Extension Project II-26
Miranda Avenue Sidewalk Improvements II-27
Morgan Territory Bridge Scour Repairs II-28
Orwood Road Bridge Replacement Project (Bridge No. 28C0024)II-29
Pacheco Boulevard Sidewalk Gap Closure - Windhover Way to Goree
Court II-30
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 48
Table of Contents 3
Pedestrian Crossing Enhancements - Central and East County II-31
Pomona Street Pedestrian Safety Improvements II-32
Port Chicago Highway & Willow Pass Road Bike and Pedestrian
Improvements II-33
Rio Vista Elementary School Pedestrian Connection Project II-34
Rodeo Downtown Infrastructure Project II-35
San Pablo Dam Road Sidewalk Gap Project II-36
San Pablo Dam Road Walkability Project II-37
Stormwater Treatment Demonstration Project II-38
Tara Hills Pedestrian Infrastructure Project II-39
County-Wide Projects
County-Wide Curb Ramp Projects II-40
County-Wide Operation & Safety Improvements II-41
County-Wide Overlay Project II-42
County-Wide Surface Treatments II-43
County-Wide Traffic Calming II-44
Section III: Underfunded Projects III-1
Appendices PAGE #
Appendix A: County Road Improvement Policy A-1
Appendix B: Guidelines For Expenditure of Gas Tax Revenue B-1
Appendix C: Board Order Approving the 2015 CRIPP and TWIC Report C-1
Appendix D: Area of Benefit Maps and Project Lists D-1
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 49
Table of Contents 4
CAPITAL ROAD IMPROVEMENT & PRESERVATION PROGRAM
Projects by County Supervisorial District
DISTRICT 1
Active Projects PAGE #
Giaramita Street Sidewalk Replacement II-17
May Road Sidewalk Extension Project II-26
San Pablo Dam Road Sidewalk Gap Project II-36
San Pablo Dam Road Walkability Project II-37
Tara Hills Pedestrian Infrastructure Project II-39
Underfunded Projects III-1
Alhambra Valley Road Slide Repair – 0.7 miles west of Castro Ranch Road
Alhambra Valley Road Slide Repair – 0.4 miles west of Bear Creek Road
Appian Way & Pebble Drive Traffic Signal and Safety Improvements
Appian Way Complete Streets Project - San Pablo Dam Road to Valley View Road
Appian Way Complete Streets Project - Valley View Road to Pinole City Limits
Arlington Boulevard & Amherst Avenue & Sunset Drive Intersection Improvements
Bear Creek Road & Happy Valley Road Intersection Improvements
Brookside Drive Widening – Fred Jackson Way to Union Pacific Railroad
Castro Ranch Road Widening - San Pablo Dam Road to Olinda Road
Colusa Avenue Complete Streets Project
Del Monte Drive Bridge Replacement (Bridge No. 28C0207)
El Portal Drive Widening - San Pablo City Limits to San Pablo Dam Road
Fred Jackson Way Improvements - Grove Avenue to Brookside Drive
Fred Jackson Way/Goodrick Avenue Realignment
La Paloma Road Pedestrian and Roadway Improvements
North Richmond Sidewalk Replacement
North Richmond Truck Route - Parr Boulevard to Market Avenue
Olinda Road Pedestrian Improvements - Valley View Road to 850 ft south of Valley
View Road
Parr Boulevard Widening – Richmond Pkwy to Union Pacific Railroad
Pitt Way Roadway Improvements
Pittsburg Ave Widening - Fred Jackson Way to Richmond Parkway
San Pablo Dam Road Improvements (Various Locations)
San Pablo Dam Rd & Greenridge Drive Signal Improvements
San Pablo Dam Road Bicycle and Pedestrian Improvements - Tri Lane to Appian
Way
Seventh Street Extension to Brookside Drive
Tara Hills Drive Complete Streets Project
Valley View Road Widening - San Pablo Dam Road to Appian Way
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 50
II-17
II-39
II-39
II-36
II-26
2015 CRIPP – Active Project Map
Note: 1) Projects are identified with the page number in Section II.
2) County-wide Projects are not shown on this map.
3) District I contains 121.96 miles of the 666.16 miles of County maintained roadway.
Projects are identified with the
page number in Section II. August 16, 2016Contra Costa County Board of Supervisors Official Minutes51
Table of Contents 6
CAPITAL ROAD IMPROVEMENT & PRESERVATION PROGRAM
Projects by County Supervisorial District
DISTRICT 2
Active Projects PAGE #
Miranda Avenue Sidewalk Improvements II-27
Pedestrian Crossing Enhancements - Central and East County II-31
Underfunded Projects III-1
Bear Creek Road & Happy Valley Road Intersection Improvements
Boulevard Way Bicycle and Pedestrian Project
Bridgefield Road at Olympic Boulevard Intersection Improvement
Danville Blvd & Hemme Avenue Intersection Improvements
Dewing Lane Pedestrian Bridge
Danville Boulevard/Orchard Court Complete Streets Improvements
Fish Ranch Road Safety Improvements - SR 24 to Grizzly Peak Road
Iron Horse Trail Flashers
Miranda Ave Improvements - Stone Valley Road to Stone Valley Middle School
Newell Avenue Area Pavement Rehabilitation
Norris Canyon Road Safety Improvements - Ashbourne Drive to Alameda County
Limits
Olympic Boulevard & Boulevard Way & Tice Valley Boulevard Intersection
ImprovementsOlympic Corridor Pedestrian and Bicycle Improvements - Short Term
Olympic Corridor Pedestrian and Bicycle Improvements - Long Term
Pedestrian and Bicycle Improvements on Livorna Road, Stone Valley Road, and
Danville Boulevard
Pedestrian Safety Improvements at Schools in Alamo
Pinehurst Road Bicycle Improvements
Pleasant Hill Road Bicycle Improvements - Geary Road to Taylor Boulevard
Reliez Valley Road Bicycle Improvements - North of Grayson Road to Withers
AvenueSpringbrook Road Bicycle and Pedestrian Improvements
Stone Valley Road Improvements - High Eagle Road to Roundhill Road
Stone Valley Road Improvements - Roundhill Road to Glenwood Court
Stone Valley Road Improvements - Stone Valley Way to High Eagle Road
Tice Valley Boulevard Bicycle and Pedestrian Improvements
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 52
2015 CRIPP – Active Project Map
II-27
Note: 1) Projects are identified with the page number in Section II.
2) II-31 Pedestrian Crossing Enhancements Project is not shown for District II
3) County-wide Projects are not shown on this map.
4) District II contains 100.64 miles of the 666.16 miles of County maintained roadway. August 16, 2016Contra Costa County Board of Supervisors Official Minutes53
Table of Contents 8
CAPITAL ROAD IMPROVEMENT & PRESERVATION PROGRAM
Projects by County Supervisorial District
DISTRICT 3
Active Projects PAGE #
Balfour Road Shoulder Widening - Sellers Avenue to Bixler Road II-5
Byron Highway & Camino Diablo Intersection Improvements II-9
Byron Highway Bridge Replacement over California Aqueduct (Bridge No. 28C0121) II-10
Byron Highway Traffic Safety Improvements II-11
Camino Tassajara Bike Lane Gap Closure Project - Finley Road to Windemere
Parkway II-12
Camino Tassajara Shoulder Widening - 1.1 mile South of Highland Road to 0.3 mile
North of Windemere II-13
Clifton Court Road Bridge Repair (Bridge No. 28C0403)II-16
Jersey Island Road Bridge Repair (Bridge No. 28C0405)II-18
Main Street, Byron Sidewalk Improvements II-20
Marsh Creek Road Bridge Replacement (Bridge No. 28C0141)II-21
Marsh Creek Road Bridge Replacement (Bridge No. 28C0143 & 28C0145)II-22
Marsh Creek Road Safety Improvements - 2.0 to 2.25 miles West of Deer Valley
Road II-23
Marsh Creek Road Traffic Safety Improvements II-24
Morgan Territory Bridge Scour Repairs II-28
Orwood Road Bridge Replacement Project (Bridge No. 28C0024)II-29
Pedestrian Crossing Enhancements - Central and East County II-31
Underfunded Projects III-1
Balfour Road Shoulder Widening - Deer Valley Road to Brentwood City Limits
Balfour Road & Byron Highway Intersection Improvements
Bethel Island Road Widening - Wells Lane to Sandmound Boulevard
Bethel Island Road & Sandmound Road Intersection Improvements
Bixler Road Improvements - SR 4 to Byer Road
Blackhawk Road Bikeway Project
Byer Road Improvements - Bixler Road to Byron Highway
Byron Highway & Byer Road Intersection Improvements
Byron Highway Safety Improvements (Various Locations)
Byron Highway Two-Way Left Turn Lane at Byron Elementary School
Byron Highway Widening - Camino Diablo to the Alameda County Line
Byron Highway Widening - Delta Road to Chestnut Street
Byron Highway Widening - Chestnut Street to SR 4
Byron Highway Widening - SR 4 to Camino Diablo
Camino Diablo Widening - Vasco Road to Byron Highway
Camino Tassajara Safety Improvements (Various Locations)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 54
Table of Contents 9
Underfunded Projects (cont.)
Camino Tassajara Widening - Windemere Parkway to Alameda County Line
Chestnut Street Widening - Sellers Avenue to Byron Highway
Clipper Drive Improvements - Newport Drive to Discovery Bay Boulevard
Deer Valley Road Safety Improvements (Various Locations)
Delta Road Widening - Byron Highway to Holland Tract Road
Delta Road Widening - Sellers Avenue to Byron Highway
Discovery Bay Boulevard & Clipper Drive Intersection Improvements
Gateway Road Widening - Bethel Island Road to Piper Road
Highland Road Improvements - Camino Tassajara to Alameda County Line
Knightsen Avenue & Delta Road Intersection Improvements
Knightsen Avenue Widening - East Cypress Road to Delta Road
Knightsen Avenue/Eden Plains Road Widening - Delta Road to Chestnut Street
Marsh Creek Road & Camino Diablo Intersection Improvements
Marsh Creek Road & Deer Valley Road Intersection Improvements
Marsh Creek Road Realignment & Safety Improvements (Various Locations)
Marsh Creek Trail
Morgan Territory Road Safety Improvements
Piper Road Widening - Gateway Road to Willow Road
Point of Timber Road & Byron Highway Intersection Improvements
Sandmound Boulevard Pedestrian Improvements - Mariner Rd to Cypress Road
Sandmound Boulevard Widening - Oakley City Limits to Mariner Road
Sellers Ave & Balfour Road Intersection Improvements
Sellers Avenue & Sunset Road Intersection Improvements
Sellers Avenue & Chestnut Avenue Intersection Improvements
Sellers Avenue & Marsh Creek Road Intersection Improvements
Sellers Avenue Widening - Brentwood City Limits to Marsh Creek Road
Sellers Avenue Widening - Delta Road to Chestnut Street
SR 4 & Byron Highway South Intersection Widening (Phase 2)
SR 4 & Newport Drive Signal
SR 4 Widening - Bixler Road to Discovery Bay Boulevard
SR239/Trilink: Byron Airport Connector
Sunset Road Widening - Sellers Avenue to Byron Highway
Vasco Road Safety Improvements (Phase 2)
Walnut Boulevard Bicycle Improvements - Marsh Creek Road to Vasco Road
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 55
2015 CRIPP – Active Project Map
II-18
II-29
II-5
II-9
II-11
II-16
II-20
II-10 II-22 II-23,24
II-21
II-28
II-12
II-13
Note: 1) Projects are identified with the page number in Section II.
2) II-31 Pedestrian Crossing Enhancements Project is not shown for District III
3) County-wide Projects are not shown on this map.
4) District III contains 220.57 miles of the 666.16 miles of County maintained roadway.
August 16, 2016Contra Costa County Board of Supervisors Official Minutes56
Table of Contents 11
CAPITAL ROAD IMPROVEMENT & PRESERVATION PROGRAM
Projects by County Supervisorial District
DISTRICT 4
Active Projects PAGE #
Kirker Pass Road Northbound Truck Lanes II-19
Marsh Creek Road Traffic Safety Improvements II-24
Marsh Drive Bridge Replacement (Bridge No. 28C0442)II-25
Pedestrian Crossing Enhancements - Central and East County II-31
Underfunded Projects III-1
Ayers Road & Concord Boulevard Intersection Improvements
Ayers Road & Laurel Avenue Intersection Improvements
Ayers Road & Myrtle Drive Intersection Improvements
Bailey Road & Myrtle Drive Intersection Improvements
Bailey Road Improvements - Myrtle Drive to Concord City Limits
Buskirk Avenue Improvements - Treat Blvd to Pleasant Hill City Limits
Concord Avenue Bicycle Improvements - I-680 off-ramp to Iron Horse Trail
Iron Horse Trail Flashers
Las Juntas Way & Coggins Drive Intersection Improvements
Marsh Creek Road Realignment & Safety Improvements (Various Locations)
Marsh Creek Trail
Marsh Drive Improvements - Center Avenue to Iron Horse Trail
Mayhew Way Bicycle and Pedestrian Improvements - 200' west of Oberan Dr to
Bancroft Road
Mountain View Blvd Pedestrian Improvements - San Miguel Drive to Walnut
Boulevard
North Walnut Creek/Pleasant Hill Area Pavement Rehabilitation
Oak Road Improvements - Treat Blvd to Pleasant Hill City Limits
Pleasant Hill BART Station Bicycle and Pedestrian Access
Reliez Valley Road Bicycle Improvements - North of Grayson Road to Withers
Avenue
Rudgear Road & San Miguel Drive Intersection Improvements
Rudgear Road/San Miguel/Walnut Boulevard/Mountain View Boulevard Safety
Improvements
San Miguel Drive Bicycle and Pedestrian Improvements
Treat Boulevard & Buskirk Avenue Intersection Improvements
Treat Boulevard & Jones Road Intersection Improvements
Treat Boulevard Bicycle Improvements - Jones Road to Walnut Creek City Limits
Treat Boulevard (I-680 Overcrossing) Bicycle and Pedestrian Improvements
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 57
Table of Contents 12
Underfunded Projects (cont.)
Walnut Boulevard Pedestrian Improvements - View Lane to 250' west of Walnut
Court
Wayfinding Signage Placement for Walnut Creek and Iron Horse Trail
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 58
2015 CRIPP – Active Project Map
II-19
II-25
II-24
Note: 1) Projects are identified with the page number in Section II.
2) II-31 Pedestrian Crossing Enhancements Project is not shown for District IV
3) County-wide Projects are not shown on this map.
4) District IV contains 40.83 miles of the 666.16 miles of County maintained roadway. August 16, 2016Contra Costa County Board of Supervisors Official Minutes59
Table of Contents 14
CAPITAL ROAD IMPROVEMENT & PRESERVATION PROGRAM
Projects by County Supervisorial District
DISTRICT 5
Active Projects PAGE #
Alhambra Valley Road Safety Improvements - east of Bear Creek Road Intersection II-1
Alhambra Valley Road Safety Improvements - Rancho La Boca Road to Ferndale
Road II-2
Bailey Road Overlay Project - SR4 to Keller Canyon Landfill Entrance II-3
Bailey Road/State Route 4 Interchange Pedestrian & Bicycle Improvement Project II-4
Bay Point Curb Ramp Project II-6
Bay Point Sign Upgrade Project II-7
Bay Point Utility Undergrounding Project II-8
Canal Road Bicycle and Pedestrian Improvements II-14
Canal Road Bridge Replacement (Bridge No. 28C0376)II-15
Kirker Pass Road Northbound Truck Lanes II-19
Pacheco Boulevard Sidewalk Gap Closure - Windhover Way to Goree Court II-30
Pedestrian Crossing Enhancements - Central and East County II-31
Pomona Street Pedestrian Safety Improvements II-32
Port Chicago Highway & Willow Pass Road Bike and Pedestrian Improvements II-33
Rio Vista Elementary School Pedestrian Connection Project II-34
Rodeo Downtown Infrastructure Project II-35
Stormwater Treatment Demonstration Project II-38
Underfunded Projects III-1
Alhambra Valley Road Safety Improvements (Various Locations)
Alves Lane Extension - Willow Pass Road to Pacifica Avenue
Bailey Road Pedestrian & Bicycle Improvements - Canal Road to Willow Pass Road
Bella Vista Infrastructure Improvements
Center Avenue Bicycle and Pedestrian Improvements - Pacheco Boulevard to
Marsh Drive
Crockett Area Overlays & Reconstruction Project
Cummings Skyway Truck Lane Extension
Delta De Anza Trail Gap Closure (Various Locations)
Delta De Anza Trail Crossing Project
Driftwood Drive Improvements - Port Chicago Highway to Pacifica Avenue
Evora Road & Willow Pass Road Intersection Improvements
Kirker Pass Road Southbound Truck Lanes
Kirker Pass Road Northbound Runaway Truck Ramp
Local Road Pedestrian and Bicycle Upgrade at Benicia Bridge
Loftus Road Pedestrian Improvements - Canal Road to Willow Pass Road
Marsh Drive Improvements - Center Avenue to Iron Horse Trail
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 60
Table of Contents 15
Underfunded Projects (cont.)
McNabney Marsh Open Space Connection to Waterfront Road
Pacheco Boulevard & Center Avenue Intersection Improvements
Pacheco Boulevard & Muir Road Intersection Improvements
Pacheco Boulevard Bicycle Improvements - Arnold Drive to Muir Road
Pacheco Boulevard Improvements - Morello Avenue to Blum Road
Pacheco Boulevard Sidewalk Gap Closure - east of Las Juntas Elementary School
Pacifica Avenue Extension - Port Chicago Highway to Alves Lane
Pacifica Avenue Bridge Replacement (Bridge No. 28C0379)
Parker Avenue Pedestrian Improvement Project
Pedestrian Improvements near Rodeo Hills Elementary School
Pleasant Hill Road & Taylor Boulevard Intersection Improvements
Pomona Street/Winslow Avenue/Carquinez Scenic Drive Safety Alignment Study
Port Chicago Highway Bicycle and Pedestrian Improvements - Driftwood Drive to
McAvoy Road
Port Chicago Hwy Realignment Project - McAvoy Road to Skipper Road
Reliez Valley Road Bicycle Improvements - North of Grayson Road to Withers
Avenue
San Pablo Avenue Complete Streets Project - Rodeo to Crockett
Waterfront Road Grade Change Project
Willow Pass Road & Bailey Road Intersection Improvements
Willow Pass Road (West) & SR 4 Interchange Improvements
Willow Pass Road Improvements - Bailey Road to Pittsburg City Limits
Willow Pass Road Improvements - Evora Road to SR 4
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 61
2015 CRIPP – Active Project Map
II-1
II-2
II-35
II-32 II-4
II-14
II-3
II-8
II-15
II-7, 33
II-6, 34 II-38 II-30
II-19
Note: 1) Projects are identified with the page number in Section II.
2) II-31 Pedestrian Crossing Enhancements Project is not shown for District V
3) County-wide Projects are not shown on this map.
4) District V contains 182.16 miles of the 666.16 miles of County maintained roadway. August 16, 2016Contra Costa County Board of Supervisors Official Minutes62
Table of Contents 17
CAPITAL ROAD IMPROVEMENT & PRESERVATION PROGRAM
Projects by County Supervisorial District
County-Wide
Active Projects PAGE #
County-Wide Curb Ramp Projects II-40
County-Wide Operation & Safety Improvements II-41
County-Wide Overlay Project II-42
County-Wide Surface Treatments II-43
County-Wide Traffic Calming II-44
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 63
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 64
Introduction & Background
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 65
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 66
Introduction 1
INTRODUCTION AND BACKGROUND
The Capital Road Improvement & Preservation Program (CRIPP) is a programming
document for the funding of capital road improvement projects within Contra Costa County. It
includes estimated project costs, funding source information, and scheduling information for
known potential projects within the next seven fiscal years. It also includes revenue projections
and a summary of estimated project-related expenditures for each funding source.
Approval of the CRIPP by the Board of Supervisors does not automatically approve each
individual project listed in the CRIPP. Each project in the CRIPP is subject to a separate public
review, engineering feasibility analysis, and environmental assessment and whenever feasible,
be consistent with County policies, design guidelines, and regional planning documents and
other policies as may be adopted by the County. This includes an assessment of opportunities
for Green Infrastructure and Complete Streets elements. Some projects may have cost
increases and/or project scope changes after these elements are evaluated in more detail. All
These things are considered before the Board of Supervisors will consider final approval of the
project.
As more information is gathered about a project, the Public Works Department may
determine that the project will cost more than originally estimated for reasons not known at this
time. In such a case the Public Works Department will study various alternatives to find a
solution to the funding shortfall. The Public Works Department will adjust subsequent CRIPPs
to reflect any changes in project scope or cost.
The project costs in the CRIPP are for the current year. The CRIPP does not escalate
the project costs for future inflation. A large portion of the funding programmed in the CRIPP is
from fees associated with the Area of Benefit (AOB) programs, which are adjusted yearly to
provide for inflation. Since the ongoing Area of Benefit program inflates the majority of the
revenue in the CRIPP, and since the CRIPP is updated every two years, the added complication
and expense of inflating revenue and construction costs in the CRIPP is not justified. Anyone
using this document, as a planning device, should adjust the project costs as appropriate.
HISTORY OF THE CRIPP
The CRIPP was established by Resolution 89/306 under the County Road Improvement
Policy (attached as Appendix A). The Policy was authorized by Government Code Section
66002 and is required under the Growth Management Element of the Contra Costa
Transportation and Growth Management Program Ordinance approved by the voters in
November 1988 (Measure C-88). Measure C-88 required that each participating local agency
develop a five-year CRIPP to meet and/or maintain traffic service and performance standards.
In 1991, the CRIPP was expanded to cover seven years to conform to the Congestion
Management Plan, and in 1992 the CRIPP update was changed to a biennial schedule.
THE 2015 CRIPP
Pursuant to the County Road Improvement Policy, this 2015 CRIPP schedules road
improvement projects for fiscal years 2015/2016 through 2021/2022 and balances the estimated
project costs with the projected revenues.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 67
Introduction 2
A. REVENUE SOURCES
Principal revenue sources for road improvements include local Area of Benefit (AOB)
fees (charged to new development), federal and state grants, Measure J funds, State Match
funds, Gas Tax Funds, developer contributions, and funds from other agencies in cooperative
projects. The amount of AOB funds available to the County at any given time is directly related
to development. Measure J, State Match, and Gas Tax funds are largely dependent on the state
of the economy, and grant sources are directly affected by federal and state budgets.
Many projects are funded by a combination of AOB funds and other funding sources.
Shortfalls in AOB revenues can affect scheduling of projects that include federal and state
grants. Therefore, when the Public Works Department receives substantial federal and state
funding for a particular AOB project, that project is given high priority to prevent the loss of the
secured funding.
The primary funding sources are as follows:
1. Gas Tax Funds: Gas Tax Funds, also known as the Highway Users Tax Account, are
revenues paid by the State to cities and counties from the per-gallon motor vehicle fuel
tax. Appendix B of this CRIPP shows the County-adopted guidelines for the expenditure
of Gas Tax revenues following passage of Proposition 111 in 1990. The County uses the
majority of the Gas Tax funds to enhance road operation and maintenance. To the
extent that sufficient funds are available, the funds are used in the Capital Improvement
Program to improve traffic safety throughout the County by using them as the required
match to leverage funds from other sources. This allows the County to take full
advantage of federal and state grant opportunities.
Gas Tax Funds are made up of two parts: the Gas Excise Tax and the Price-Based Excise
Tax. The Gas Excise Tax portion is based on the amount (gallon) of gas purchased and
the Price-Based Excise Tax is dependent on the price of gas. Although the County has
seen a slight increase in the Gas Excise Tax over the past several years, this increase is
far short of the drastic reduction the County has seen in the Price-Based Excise Tax
portion of the Gas Tax. This trend affects the projected revenue as shown in Table A.
2. State Match Funds: State Match Funds are revenues paid by the State to counties
from the State Highway Account. The funds are to be used for transportation purposes
to match federally funded transportation projects. Funds received are treated as grants
with up-front lump sum payments and the unobligated balance of the County’s State
Matching monies is paid directly to the County, subject to availability from the State.
The County uses the State Match Funds to supplement federally funded projects.
3. Measure J (Measure C): The voters approved the Contra Costa Transportation
Improvement and Growth Management Program Ordinance (Measure C) in November
1988. Measure C provides for a ½-cent sales tax for transportation projects within
Contra Costa County. Measure C had a twenty-year life and expired in 2009. In
November 2004, voters approved the continuation of the County’s ½ - cent sales tax by
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 68
Introduction 3
passing Measure J and extended the transportation funding for 25 more years. The
Measure J funds are composed of Return to Source Funds, Regional Funds, and other
grants, such as Transportation for Livable Communities.
Return to Source Funds: A portion of the revenue is returned to local
jurisdictions to be used for maintenance of existing roadways and construction of
new facilities to fix capacity and safety problems in existence before 1988 (those
problems that came into existence after 1988 are presumed to be the
responsibility of new development). The proposed use for these funds is
outlined in this CRIPP.
Regional Funds: A portion of the revenue is designated for projects of a
regional significance. For the portion of these funds that the County has access
to, the proposed use is outlined in this CRIPP.
Transportation for Livable Communities (TLC): A portion of the revenue is
designated for projects/programs for plans and facilities that support walkable,
mixed-use, transit-supportive communities or that encourage more walking,
bicycling and transit use. These funds are distributed through a grant program
administered by the Contra Costa Transportation Authority.
4. Area of Benefit Revenues: The unincorporated County is divided into Areas of
Benefit. Appendix D has a page for each AOB containing the current Ordinance
Number, the project list, and a map.
Within each AOB, road improvement projects to alleviate known traffic congestion or
traffic safety problems have been identified and prioritized. An AOB fee is charged to all
developments that create additional traffic in the area, to pay for these projects. The
fee amount varies depending on which AOB the property is located in, the amount of
traffic generated by the development, and the cost of the projects identified on that
AOB’s Project List.
A seven-year revenue estimate was made for each of the AOBs using the past five-year
revenue history, development potential and consulting with the Engineering Services
and the Finance Divisions of the Public Works Department.
The AOB program is constantly being updated. The updates include, revising the AOB
project lists, revising the fee schedules, adjusting the fee schedule for inflation, and
adjusting the remaining development potential. The updates may have a significant
impact on potential project funding. In addition, several AOBs are being merged or
incorporated into an adjacent AOB to become more fiscally efficient. Current AOB fees
can be accessed on the County web site at http://www.cccounty.us/AOB
5. Trust Funds: When a large development makes a significant impact on the roadway
system, the developer may be required to contribute to a road improvement fund to
mitigate the impacts of the development. For the 2015 CRIPP, the County has three
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 69
Introduction 4
funds that are held in trust funds to be used for specific projects. Navy Mitigation
Funds in the Bay Point Area provided $5 million to help fund new transportation
improvements and waterfront access to offset the loss of Port Chicago Highway through
the Concord Naval Weapons Station. Other developer fees include the Discovery Bay
West Traffic Mitigation Funds, and the Keller Canyon Mitigation Funds. Each of these
funds is held in trust by the County and is listed as separate funding sources in this
CRIPP.
6. Grants: The Public Works Department continuously submits grant applications due at
various times of the year for projects throughout the County. Each type of grant has
unique project criteria. Some of these grants and their criteria are listed in Table C at
the end of this section. Most applications compete statewide for funding, from the
smallest safety project to the largest road extension project. In many cases where Gas
Tax funds are used, the Public Works Department looks for grants or other ways to
stretch its budget and to increase the number of improvement and maintenance
projects.
7. Other Local Funds: The County participates in several Regional Fee programs
throughout the County where the fee program is adopted by several participating
jurisdictions and is administered jointly through a separate authority. As these Regional
Fee programs are not under the authority of the County, the revenue and expenditures
for these programs are not included in the CRIPP. The Regional Fee programs include
the East Contra Costa Regional Fee and Financing Authority (ECCRFFA), the Southern
Contra Costa (SCC) Fees, West Contra Costa Transportation Advisory Committee Fee
(WCCTAC), and the Tri Valley Transportation Development (TVTD) Fee.
B. PROJECTED ANNUAL REVENUE
Table A represents staff’s future revenue estimate, based on historical trends and
current development applications for the road program. Part I of the table (on the first page)
shows the projected revenue from all funding sources, Part II (on the second page) shows the
projected revenues from the Area of Benefit programs, and Part III (on the second page) shows
the project revenue from the County Trust Funds
Section 1 of Part I of Table A represents the total funding from various revenue sources
available to the road program from Capital Improvement Program (CIP) and non-CIP sources.
Section 2 represents that portion of the programs funded by Gas Tax and Measure J, since not
all the revenue from these sources is available for CIP projects in the CRIPP. Section 3
represents the actual available funding for CIP projects in the CRIPP by subtracting the funding
for the programs in Section 2 from the total available funding in Section 1.
Part II of Table A represents the funding sources from the Area of Benefit (AOB)
program. The rate at which AOB revenue is generated is tied to the land development rate. As
a result of the weakened economy, revenue collected from fees has decreased substantially
from 2005 through 2013. Future AOB revenue is expected to generate at a slower rate based
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 70
Introduction 5
upon assumptions of a gradual rebound in the economy as well as slowed growth in areas that
are reaching “build-out” conditions. Continued efforts to secure grants and maintain
cooperative relationships with other public agencies will allow the County to make the best use
of its financial resources for capital improvement projects.
Part III of Table A represents the funding sources from the County Trust Funds. Funds
held in County Trust Funds are only shown in the CRIPP if they are proposed to be used on
specific projects within the CRIPP time period.
C. ESTIMATED ANNUAL REVENUE AND EXPENDITURES
Table B, Summary of Projected Annual Project Expenditures, is a summary of the
expenditures expected from each of the identified funding sources. This table is based on the
costs of the planned projects within each funding source, and the expected revenue for that
funding source. If the revenues in Table A fall short of expectations, the expenditures in Table
B will have to be adjusted accordingly.
D. DIFFERENCES IN PROGRAMMING OF EARLIER YEARS VERSUS LATER YEARS
The years at the beginning of the period covered by this program have more projects
programmed in them than the later years. This is because immediate and near future
transportation needs are more easily determined than needs farther in the future. The later
years within this program have fewer projects programmed because their transportation needs
are not foreseen at this time. Additional funding may need to be sought in the later years to
offset transportation needs. For example, funds needed for maintenance activities continue to
increase as more infrastructure is built and construction costs rise. In addition, projects may
have unexpected cost increases and/or project scope changes, therefore, the CRIPP is expected
to change as we learn more about each project. As transportation issues arise, projects will be
programmed in response to these issues and supplemental funding will be sought to balance
the available funding for years. This will be reflected in future CRIPP updates.
E. CRIPP OUTLOOK
On April 14, 2016, the Transportation, Water, and Infrastructure Committee of the Contra Costa
County Board of Supervisors accepted a report on the impacts to County transportation projects
from the declining State Gas Tax (See Appendix C). The County is experiencing a significant
reduction in the State Gas Tax funding which is used to operate and maintain our local
unincorporated road network. To address the Gas Tax revenue reduction, the County is
deploying a project delay strategy that delays the construction of several projects for one to
two years in anticipation that the State Legislature will agree on a transportation funding fix.
However, if the State Legislature fails to take effective action within the two year window, the
County will likely need to indefinitely delay several projects and lose the already secured grant
funds associated with those projects. These changes will need to be reflected in future CRIPP
updates.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 71
Introduction 6
Figure 1: This pie chart shows that 60.8% of the total projected revenue over the next seven
year period is Gas Tax Funds. A decline in Gas Tax Funds will reduce the County’s ability to
leverage grant opportunities and ultimately construct capital improvement projects.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 72
Introduction 7
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August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 73
No.Program Element
End of
FY 14/15
Balance
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected 7
Year (see
Fig 1)
Estimated
Available
Funds
60400 Gas Tax Funds (See Section 2)$ 12,929 $ 19,000 $ 19,000 $ 20,000 $ 20,000 $ 21,000 $ 21,000 $ 21,000 $ 141,000 $ 153,929
State Match Funds (See Section 2)$ 1,750 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 700 $ 2,450
55750 Measure J Return to Source (See Section 2) $ 0 $ 1,900 $ 1,900 $ 1,400 $ 1,400 $ 1,400 $ 1,400 $ 1,400 $ 10,800 $ 10,800
Areas of Benefit (See Part II)$ 19,693 $ 821 $ 772 $ 822 $ 822 $ 822 $ 822 $ 822 $ 5,703 $ 25,396
County Trust Funds (See Part III)$ 15,841 $ 44 $ 47 $ 47 $ 47 $ 47 $ 47 $ 47 $ 326 $ 16,167
Federal, State, & Regional Grant Funds $ 0 $ 12,478 $ 12,135 $ 6,744 $ 15,084 $ 10,988 $ 2,850 $ 2,850 $ 63,129 $ 63,129
Measure J Regional $ 0 $ 533 $ 560 $ 1,584 $ 3,594 $ 0 $ 0 $ 0 $ 6,271 $ 6,271
Other Local Funds $ 0 $ 416 $ 1,369 $ 1,050 $ 750 $ 500 $ 0 $ 0 $ 4,084 $ 4,084
Subtotal $ 50,212 $ 35,292 $ 35,883 $ 31,747 $ 41,797 $ 34,857 $ 26,219 $ 26,219 $ 232,014 $ 282,227
$ per year Gas Tax Measure J $ per year Gas Tax Measure J $ per year Gas Tax Measure J
60500 Traffic Program $ 550 $ 115 $ 115 $ 0 $ 665 $ 665 $ 0 $ 665 $ 665 $ 0
60600 Road Engineering $ 650 $ 685 $ 685 $ 0 $ 1,335 $ 1,335 $ 0 $ 1,335 $ 1,335 $ 0
60700 Advance Engineering $ 750 $ 690 $ 590 $ 100 $ 1,340 $ 1,340 $ 0 $ 1,340 $ 1,340 $ 0
60800 Road Information and Services $ 0 $ 1,920 $ 1,920 $ 0 $ 1,730 $ 1,730 $ 0 $ 1,365 $ 1,365 $ 0
60100 General Road Maintenance $ 4,825 $ 5,663 $ 5,663 $ 0 $ 8,501 $ 7,511 $ 990 $ 9,888 $ 9,888 $ 0
60200 Pavement Maintenance $ 0 $ 3,790 $ 3,790 $ 0 $ 3,889 $ 3,519 $ 370 $ 4,360 $ 4,360 $ 0
Subtotal $ 6,775 $ 12,863 $ 12,763 $ 100 $ 17,460 $ 16,100 $ 1,360 $ 18,953 $ 18,953 $ 0
No.Program Element
End of
FY 14/15
Balance
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected
7 Year
Estimated
Available
Funds
60400 Gas Tax Funds (See Section 2)$ 6,154 $ 6,238 $ 2,900 $ 1,048 $ 1,048 $ 2,048 $ 2,048 $ 2,048 $ 17,375 $ 23,529
State Match Funds (See Section 2)$ 1,750 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 700 $ 2,450
55750 Measure J Return to Source (See Section 2) $ 0 $ 1,900 $ 540 $ 1,400 $ 1,400 $ 1,400 $ 1,400 $ 1,400 $ 9,440 $ 9,440
Areas of Benefit (See Part II)$ 19,693 $ 821 $ 772 $ 822 $ 822 $ 822 $ 822 $ 822 $ 5,703 $ 25,396
County Trust Funds (See Part III)$ 15,841 $ 44 $ 47 $ 47 $ 47 $ 47 $ 47 $ 47 $ 326 $ 16,167
Federal, State, & Regional Grant Funds $ 0 $ 12,478 $ 12,135 $ 6,744 $ 15,084 $ 10,988 $ 2,850 $ 2,850 $ 63,129 $ 63,129
Measure J Regional $ 0 $ 533 $ 560 $ 1,584 $ 3,594 $ 0 $ 0 $ 0 $ 6,271 $ 6,271
Other Local Funds $ 0 $ 416 $ 1,369 $ 1,050 $ 750 $ 500 $ 0 $ 0 $ 4,084 $ 4,084
Subtotal $ 43,437 $ 22,530 $ 18,423 $ 12,794 $ 22,845 $ 15,905 $ 7,267 $ 7,267 $ 107,029 $ 150,467Section 1Total Projected Revenue for the Road Program (Capital Improvement Program & Non-Capital Improvement Program)
Table A: Summary of Projected Annual Revenue
(All values shown in thousands of dollars)
Part I: Total Revenue Sources
Section 2Annual Allotted Revenue for Gas Tax, and Measure J (Non-Capital Improvement Program)
No.
FY 15-16 FY 16-17 FY 17-18 to FY 21-22
Section 3Projected Revenue Available to the CRIPP for Capital Improvement Program Projects
Program
End of
FY 14/15
Balance
Introduction 8August 16, 2016Contra Costa County Board of Supervisors Official Minutes74
No.Program Element
End of
FY 14/15
Balance
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected
7 Year
Estimated
Available
Funds
1260 Alamo Area of Benefit $ 59 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 420 $ 479
1395 Bay Point Area of Benefit $ 937 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 210 $ 1,147
1290 Bethel Island Area of Benefit $ 392 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 70 $ 462
1241 Briones Area of Benefit $ 511 $ 1 $ 1 $ 1 $ 1 $ 1 $ 1 $ 1 $ 7 $ 518
1242 Central County Area of Benefit $ 3,203 $ 75 $ 75 $ 75 $ 75 $ 75 $ 75 $ 75 $ 525 $ 3,728
1390 Discovery Bay Area of Benefit $ 1,642 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 350 $ 1,992
1282 East County Regional Area of Benefit $ 4,635 $ 250 $ 250 $ 250 $ 250 $ 250 $ 250 $ 250 $ 1,750 $ 6,385
1231 Hercules/Rodeo/Crockett Area of Benefit $ 45 $ 1 $ 1 $ 1 $ 1 $ 1 $ 1 $ 1 $ 7 $ 52
1240 Martinez Area of Benefit $ 2,531 $ 150 $ 150 $ 200 $ 200 $ 200 $ 200 $ 200 $ 1,300 $ 3,831
1234 North Richmond Area of Benefit $ 1,208 $ 1 $ 2 $ 2 $ 2 $ 2 $ 2 $ 2 $ 13 $ 1,221
1394 Richmond/El Sobrante Area of Benefit $ 411 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 105 $ 516
1399 Pacheco (West Concord) Area of Benefit $ 464 $ 5 $ 5 $ 5 $ 5 $ 5 $ 5 $ 5 $ 35 $ 499
1270 South County Area of Benefit $ 3,373 $ 150 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 750 $ 4,123
1243 South Walnut Creek Area of Benefit $ 164 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 105 $ 269
1232 West County Area of Benefit $ 118 $ 8 $ 8 $ 8 $ 8 $ 8 $ 8 $ 8 $ 56 $ 174
Subtotal Areas of Benefit $ 19,693 $ 821 $ 772 $ 822 $ 822 $ 822 $ 822 $ 822 $ 5,703 $ 25,396
No.Program Element
End of
FY 14/15
Balance
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected 7
Year (see
Fig 1)
Estimated
Available
Funds
8192 Discovery Bay West Mitigation Funds $ 8,574 $ 17 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 137 $ 8,711
1106 Keller Canyon Mitigation Fund $ 1,554 $ 27 $ 27 $ 27 $ 27 $ 27 $ 27 $ 27 $ 189 $ 1,743
1114 Navy Mitigation Funds $ 5,713 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 5,713
Subtotal $ 15,841 $ 44 $ 47 $ 47 $ 47 $ 47 $ 47 $ 47 $ 326 $ 16,167
Table A: Summary of Projected Annual Revenue (Cont.)
(All values shown in thousands of dollars)
Part II: Itemization of Area of Benefit Projected Revenue
Part III: Itemization of County Trust Fund's Projected Revenue
Introduction 9August 16, 2016Contra Costa County Board of Supervisors Official Minutes75
Program Element FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected
7 Year
Expenditures
Gas Tax Funds $ 7,397 $ 6,023 $ 10,821 $ 9,006 $ 8,771 $ 6,400 $ 4,400 $ 52,818
State Match Funds $ 100 $ 300 $ 100 $ 1,549 $ 0 $ 0 $ 0 $ 2,049
Measure J Return to Source $ 1,850 $ 540 $ 560 $ 500 $ 500 $ 500 $ 500 $ 4,950
Total of all Areas of Benefit
(AOB) Funds $ 2,575 $ 1,898 $ 2,285 $ 1,325 $ 1,160 $ 570 $ 570 $ 10,383
Total County Trust Funds $ 279 $ 3,703 $ 5,404 $ 804 $ 0 $ 0 $ 0 $ 10,191
Federal, State, and Other
Regional Grant Funds $ 12,478 $ 12,135 $ 6,744 $ 15,084 $ 10,988 $ 2,850 $ 2,850 $ 63,129
Measure J Regional $ 533 $ 560 $ 1,584 $ 3,594 $ 0 $ 0 $ 0 $ 6,271
Other Local Funds $ 416 $ 1,369 $ 1,050 $ 750 $ 500 $ 0 $ 0 $ 4,084
Total $ 25,629 $ 26,528 $ 28,547 $ 32,613 $ 21,919 $ 10,320 $ 8,320 $ 153,876
Alamo AOB $ 325 $ 5 $ 5 $ 5 $ 5 $ 5 $ 5 $ 355
Bay Point AOB $ 130 $ 145 $ 65 $ 95 $ 5 $ 5 $ 5 $ 450
Bethel Island AOB $ 15 $ 5 $ 5 $ 5 $ 5 $ 5 $ 5 $ 45
Briones AOB $ 15 $ 20 $ 5 $ 0 $ 0 $ 0 $ 0 $ 40
Central County AOB $ 50 $ 70 $ 65 $ 505 $ 505 $ 505 $ 505 $ 2,205
Discovery Bay AOB $ 50 $ 55 $ 65 $ 505 $ 505 $ 15 $ 15 $ 1,210
East County (Regional) AOB $ 990 $ 306 $ 1,120 $ 75 $ 5 $ 5 $ 5 $ 2,506
Hercules/Rodeo/ Crockett
AOB $ 15 $ 20 $ 5 $ 0 $ 0 $ 5 $ 5 $ 50
Martinez AOB $ 327 $ 494 $ 10 $ 5 $ 5 $ 5 $ 5 $ 852
North Richmond AOB $ 35 $ 110 $ 505 $ 5 $ 5 $ 5 $ 5 $ 670
Pacheco (West Concord)
AOB $ 20 $ 20 $ 5 $ 5 $ 0 $ 0 $ 0 $ 50
Richmond/El Sobrante AOB $ 45 $ 70 $ 65 $ 105 $ 105 $ 5 $ 5 $ 400
South County AOB $ 528 $ 547 $ 350 $ 5 $ 5 $ 5 $ 5 $ 1,446
South Walnut Creek AOB $ 5 $ 5 $ 5 $ 5 $ 5 $ 0 $ 0 $ 25
West County AOB $ 25 $ 25 $ 10 $ 5 $ 5 $ 5 $ 5 $ 80
Subtotal $ 2,575 $ 1,898 $ 2,285 $ 1,325 $ 1,160 $ 570 $ 570 $ 10,383
Discovery Bay West
Mitigation Funds $ 124 $ 3,468 $ 4,974 $ 0 $ 0 $ 0 $ 0 $ 8,566
Keller Canyon Landfill
Mitigation Funds $ 0 $ 135 $ 280 $ 800 $ 0 $ 0 $ 0 $ 1,215
Navy Mitigation Funds $ 155 $ 100 $ 150 $ 4 $ 0 $ 0 $ 0 $ 410
Subtotal $ 279 $ 3,703 $ 5,404 $ 804 $ 0 $ 0 $ 0 $ 10,191
PART III: Itemization of County Trust Fund Expenditures
PART II: Itemization of Area of Benefit Expenditures
Table B: Summary of Projected Annual Expenditures (CIP)
(All values shown in thousands of dollars)
PART I: Expenditures from all County Sources
Introduction 10August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 76
Acronym Full Name Description Type
Alamo AOB Alamo Area of Benefit Traffic mitigation fees.Local
ATP Active Transportation Program Funds for projects/programs that encourage
increased use of active modes of transportation.Federal
Bay Point AOB Bay Point Area of Benefit Traffic mitigation fees.Local
Bethel Island AOB Bethel Island Area of Benefit Traffic mitigation fees.Local
Briones AOB Briones Area of Benefit Traffic mitigation fees.Local
CCWD Contra Costa Water District Funds contributed by the Contra Costa Water
District.Local
CDBG Community Development Block
Grant
Funds that can be used for frontage improvements in
economically depressed areas.Federal
Cent County AOB Central County Area of Benefit Traffic mitigation fees.Local
Disco Bay AOB Discovery Bay Area of Benefit Traffic mitigation fees.Local
Disco Bay West Discovery Bay West Mitigation
Funds
Mitigation fees collected for the Discovery Bay West
(Subdivision 8023)Local
DWR Department of Water Resources Bridge improvements.Local
East County Regional AOB East County (Regional) Area of
Benefit Traffic mitigation fees.Local
Former RDA Former Redevelopment Agency Bond funds designated for former redevelopment
areas.Local
Gas Tax Gas Tax Funds Sales tax on gasoline used to enhance road
operation and maintenance.Local
HBP Highway Bridge Program Funds for bridges in need of replacement, and for
seismic retrofit program.Federal
Herc/Rodeo/Crock AOB Hercules/Rodeo/Crockett Area of
Benefit Traffic mitigation fees.Local
HR3 High Risk Rural Road Program Funds for safety improvements to rural roads defined
as high risk.Federal
HSIP Highway Safety Improvement
Program
Funds for infrastructure-related highway safety
improvements that lead to a significant reduction in
traffic fatalities and serious injuries on all public
roads.
Federal
Keller Canyon Mit Fund Keller Canyon Landfill Mitigation
Funds Mitigation funds from Keller Canyon Landfill.Local
Lifeline Grant Lifeline Grant Funds intended to improve mobility for low-income
residents.Federal
Martinez AOB Martinez Area of Benefit Traffic mitigation fees.Local
Measure J PBTF Measure J Pedestrian, Bicycle and
Trail Facilities Program Funds for pedestrian, bicycle, and trail facilities.Local
Measure J Regional Measure J: Regional Funds Portion of sales tax measure designated for projects
of regional significance.Local
Measure J RTS Measure J: Return to Source
Funds
Portion of sales tax measure returned to local
jurisdictions to be used for transportation projects
within Contra Costa County.
Local
Measure J TLC Measure J Transportation for
Livable Communities Program
Funds for projects/programs for plans and facilities
that encourage more walking, bicycling and transit
use.
Local
N Richmond AOB North Richmond Area of Benefit Traffic mitigation fees.Local
Navy Mit Navy Mitigation Funds Mitigation funds from closure of Port Chicago
Highway.Local
OBAG One Bay Area Grant Program Grant program that focuses on transportation
investments in priority development areas (PDA's).Federal
Pacheco AOB Pacheco (West Concord) Area of
Benefit Traffic mitigation fees.Local
Phillips 66 funds Conoco Phillips 66 Conoco Phillips grant program to support the
community.Local
Acronyms for Grant Programs and other Funding Sources used in the CRIPP
Table C
Introduction 11August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 77
Acronym Full Name Description Type
Prop 1B Proposition 1B
This act makes safety improvements and repairs to
local streets and roads and improves seismic safety
of local bridges by providing for a bond issue.
State
Rich/El Sobr AOB Richmond/El Sobrante Area of
Benefit Traffic mitigation fees.Local
RSS Abatement Fund Richmond Sanitary Service
Abatement Funds
Funds appropriated for the purchase of historic
markers on San Pablo Dam Road.Local
So County AOB South County Area of Benefit Traffic mitigation fees.Local
So Walnut Cr AOB South Walnut Creek Area of
Benefit Traffic mitigation fees.Local
SR2S Safe Routes to School (State)Funds emphasize construction of infrastructure to aid
in safety near schools.Federal
State Match State Match Funds Funds to match federally funded transportation
projects.State
STIP State Transportation
Improvement Program
Funds transportation projects on and off the State
Highway System.Federal
TDA Transportation Development Act Funds for construction of bicycle and pedestrian
facilities.State
TVTC Fee Tri-Valley Transportation
Development Fee Regional traffic mitigation fees.Local
West County AOB West County Area of Benefit Traffic mitigation fees.Local
Introduction 12August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 78
SECTION I
Funding Sources
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 79
I-1
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 80
CAPITAL IMPROVEMENT PROGRAM
I-1
Gas Tax Funds
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 6,154 $ 4,994 $ 1,871 ($ 7,902) ($ 15,860) ($ 22,584) ($ 26,937) ($ 29,289)
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19 FY 19/20 FY
20/21
FY
21/22
Projected Revenue $ 17,376 $ 6,238 $ 2,900 $ 1,048 $ 1,048 $ 2,048 $ 2,048 $ 2,048
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 52,818 $ 7,397 $ 6,023 $ 10,821 $ 9,006 $ 8,771 $ 6,400 $ 4,400
Alhambra Valley Road Safety
Improvements - east of Bear Creek
Road Intersection
$ 454 $ 454 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Balfour Road Shoulder Widening -
Sellers Avenue and Bixler Road $ 340 $ 0 $ 0 $ 340 $ 0 $ 0 $ 0 $ 0
Bay Point Sign Upgrade Project $ 100 $ 0 $ 40 $ 40 $ 20 $ 0 $ 0 $ 0
Bay Point Utility Undergrounding $ 38 $ 0 $ 0 $ 0 $ 38 $ 0 $ 0 $ 0
Byron Highway Bridge Replacement
over California Aqueduct (Bridge
No. 28C0121)
$ 384 $ 40 $ 120 $ 139 $ 50 $ 35 $ 0 $ 0
Byron Highway Traffic Safety
Improvements $ 100 $ 52 $ 10 $ 38 $ 0 $ 0 $ 0 $ 0
Byron Highway & Camino Diablo
Intersection Improvements $ 1,057 $ 0 $ 0 $ 1,057 $ 0 $ 0 $ 0 $ 0
Canal Road Bicycle and Pedestrian
Improvements $ 613 $ 286 $ 328 $ 0 $ 0 $ 0 $ 0 $ 0
Canal Road Bridge Replacement
(Bridge No. 28C0376) $ 290 $ 100 $ 100 $ 80 $ 10 $ 0 $ 0 $ 0
Clifton Court Road Bridge Repair
(Bridge No. 28C0403) $ 207 $ 91 $ 116 $ 0 $ 0 $ 0 $ 0 $ 0
County-Wide Operation & Safety
Improvements $ 1,500 $ 300 $ 200 $ 200 $ 200 $ 200 $ 200 $ 200
County-Wide Overlay Project $ 768 $ 768 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
County-Wide Surface Treatments $ 31,675 $ 2,838 $ 3,856 $ 5,426 $ 6,259 $ 5,597 $ 3,850 $ 3,850
Giaramita Street Sidewalk
Replacement Project $ 190 $ 190 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Jersey Island Road Bridge Repair
(Bridge No. 28C0405) $ 182 $ 68 $ 114 $ 0 $ 0 $ 0 $ 0 $ 0
Kirker Pass Road Northbound Truck
Lanes $ 7,000 $ 0 $ 0 $ 1,000 $ 2,000 $ 2,000 $ 2,000 $ 0
Main Street, Byron Sidewalk
Improvements $ 365 $ 24 $ 0 $ 341 $ 0 $ 0 $ 0 $ 0
Marsh Creek Road Bridge
Replacement (Bridge No. 28C141) $ 834 $ 185 $ 219 $ 360 $ 70 $ 0 $ 0 $ 0
Marsh Creek Road Bridge
Replacement (Bridge No. 28C143 &
28C145)
$ 1,604 $ 200 $ 220 $ 274 $ 120 $ 790 $ 0 $ 0
Marsh Drive Bridge Replacement
(Bridge No. 28C0442) $ 1,088 $ 20 $ 70 $ 100 $ 105 $ 93 $ 350 $ 350
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 81
CAPITAL IMPROVEMENT PROGRAM
I-2
Gas Tax Funds (cont.)
Estimated Project Expenditures
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Orwood Road Bridge Replacement
Project (Bridge No. 28C0024) $ 845 $ 745 $ 70 $ 30 $ 0 $ 0 $ 0 $ 0
Pedestrian Crossing Enhancements
- Central and East County $ 489 $ 0 $ 0 $ 489 $ 0 $ 0 $ 0 $ 0
Pomona Street Pedestrian Safety
Improvements $ 192 $ 0 $ 0 $ 192 $ 0 $ 0 $ 0 $ 0
Rio Vista Elementary School
Pedestrian Connection Project $ 20 $ 20 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Rodeo Downtown Infrastructure
Project $ 216 $ 0 $ 0 $ 216 $ 0 $ 0 $ 0 $ 0
San Pablo Dam Road Sidewalk Gap
Project $ 292 $ 0 $ 66 $ 35 $ 135 $ 56 $ 0 $ 0
San Pablo Dam Road Walkability
Project $ 279 $ 279 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Stormwater Treatment
Demonstration Project $ 214 $ 214 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Tara Hills Pedestrian Infrastructure
Project $ 463 $ 0 $ 0 $ 463 $ 0 $ 0 $ 0 $ 0
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 82
CAPITAL IMPROVEMENT PROGRAM
I-3
State Match Funds
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 1,750 $ 1,750 $ 1,550 $ 1,550 $ 101 $ 201 $ 301 $ 401
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 700 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 2,049 $ 100 $ 300 $ 100 $ 1,549 $ 0 $ 0 $ 0
Kirker Pass Road Northbound Truck
Lanes $ 1,849 $ 100 $ 100 $ 100 $ 1,549 $ 0 $ 0 $ 0
Canal Road Bicycle and Pedestrian
Improvements $ 200 $ 0 $ 200 $ 0 $ 0 $ 0 $ 0 $ 0
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 83
CAPITAL IMPROVEMENT PROGRAM
I-4
Measure J: Return to Source Funds
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 0 $ 50 $ 50 $ 890 $ 1,790 $ 2,690 $ 3,590 $ 4,490
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 9,440 $ 1,900 $ 540 $ 1,400 $ 1,400 $ 1,400 $ 1,400 $ 1,400
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 4,950 $ 1,850 $ 540 $ 560 $ 500 $ 500 $ 500 $ 500
Byron Highway & Camino Diablo
Intersection Improvements $ 240 $ 100 $ 140 $ 0 $ 0 $ 0 $ 0 $ 0
County-Wide Curb Ramp Projects $ 1,200 $ 0 $ 200 $ 200 $ 200 $ 200 $ 200 $ 200
County-Wide Operation & Safety
Improvements $ 1,400 $ 200 $ 200 $ 200 $ 200 $ 200 $ 200 $ 200
County-Wide Surface Treatments $ 1,350 $ 1,350 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
County-Wide Traffic Calming $ 500 $ 0 $ 0 $ 100 $ 100 $ 100 $ 100 $ 100
Port Chicago Highway & Willow
Pass Road Bike and Pedestrian
Improvements
$ 100 $ 100 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Tara Hills Pedestrian Infrastructure
Project $ 160 $ 100 $ 0 $ 60 $ 0 $ 0 $ 0 $ 0
Measure J: Regional Funds
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 6,271 $ 533 $ 560 $ 1,584 $ 3,594 $ 0 $ 0 $ 0
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 6,271 $ 533 $ 560 $ 1,584 $ 3,594 $ 0 $ 0 $ 0
Camino Tassajara Bike Lane Gap
Closure Project: Finley Road to
Windemere Parkway
$ 1,000 $ 0 $ 0 $ 1,000 $ 0 $ 0 $ 0 $ 0
Kirker Pass Road Northbound Truck
Lanes $ 5,271 $ 533 $ 560 $ 584 $ 3,594 $ 0 $ 0 $ 0
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 84
CAPITAL IMPROVEMENT PROGRAM
I-5
Federal, State, and Regional Grant Funds
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 63,129 $ 12,478 $ 12,135 $ 6,744 $ 15,084 $ 10,988 $ 2,850 $ 2,850
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 63,129 $ 12,478 $ 12,135 $ 6,744 $ 15,084 $ 10,988 $ 2,850 $ 2,850
Alhambra Valley Road Safety
Improvements - east of Bear Creek
Road Intersection
$ 1,510 $ 1,510 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Alhambra Valley Road Safety
Improvements - Rancho La Boca
Road to Ferndale Road
$ 510 $ 0 $ 510 $ 0 $ 0 $ 0 $ 0 $ 0
Bailey Road/State Route 4
Interchange Pedestrian & Bicycle
Improvement Project
$ 4,160 $ 0 $ 310 $ 410 $ 3,440 $ 0 $ 0 $ 0
Bay Point Sign Upgrade Project $ 480 $ 0 $ 55 $ 31 $ 394 $ 0 $ 0 $ 0
Byron Highway Bridge Replacement
over California Aqueduct (Bridge
No. 28C0121)
$ 12,980 $ 700 $ 795 $ 885 $ 6,000 $ 4,600 $ 0 $ 0
Byron Highway Traffic Safety
Improvements $ 515 $ 25 $ 60 $ 7 $ 423 $ 0 $ 0 $ 0
Byron Highway & Camino Diablo
Intersection Improvements $ 900 $ 0 $ 0 $ 900 $ 0 $ 0 $ 0 $ 0
Camino Tassajara Safety
Improvements - 1.1 mile South of
Highland Road to 0.3 mile North of
to Windemere Parkway
$ 606 $ 0 $ 606 $ 0 $ 0 $ 0 $ 0 $ 0
Canal Road Bicycle and Pedestrian
Improvements $ 1,134 $ 46 $ 1,088 $ 0 $ 0 $ 0 $ 0 $ 0
Canal Road Bridge Replacement
(Bridge No. 28C0376) $ 2,315 $ 140 $ 465 $ 1,520 $ 190 $ 0 $ 0 $ 0
County-Wide Overlay Project $ 1,941 $ 1,941 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Kirker Pass Road Northbound Truck
Lanes $ 2,650 $ 0 $ 0 $ 0 $ 2,650 $ 0 $ 0 $ 0
Marsh Creek Rd Safety
Improvements - 2.0 to 2.25 miles
West of Deer Valley Rd
$ 1,365 $ 1,365 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Marsh Creek Road Traffic Safety
Improvements $ 1,268 $ 0 $ 75 $ 75 $ 62 $ 1,056 $ 0 $ 0
Marsh Creek Road Bridge
Replacement (Bridge No. 28C141) $ 3,356 $ 165 $ 621 $ 2,140 $ 430 $ 0 $ 0 $ 0
Marsh Creek Road Bridge
Replacement (Bridge No. 28C143 &
28C145)
$ 6,356 $ 400 $ 480 $ 286 $ 530 $ 4,660 $ 0 $ 0
Marsh Drive Bridge Replacement
(Bridge No. 28C0442) $ 6,812 $ 40 $ 130 $ 350 $ 425 $ 167 $ 2,850 $ 2,850
Orwood Road Bridge Replacement
Project (Bridge No. 28C0024) $ 11,332 $ 5,680 $ 5,582 $ 70 $ 0 $ 0 $ 0 $ 0
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 85
CAPITAL IMPROVEMENT PROGRAM
I-6
Federal, State, and Regional Grant Funds (cont.)
Estimated Project Expenditures
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Pedestrian Crossing Enhancements
- Central and East County $ 200 $ 101 $ 99 $ 0 $ 0 $ 0 $ 0 $ 0
Pomona Street Pedestrian Safety
Improvements $ 120 $ 106 $ 14 $ 0 $ 0 $ 0 $ 0 $ 0
Port Chicago Highway & Willow
Pass Road Bike and Pedestrian
Improvements
$ 1,131 $ 0 $ 1,131 $ 0 $ 0 $ 0 $ 0 $ 0
Rio Vista Elementary School
Pedestrian Connection Project $ 600 $ 0 $ 40 $ 45 $ 515 $ 0 $ 0 $ 0
San Pablo Dam Road Sidewalk Gap
Project $ 614 $ 0 $ 59 $ 25 $ 25 $ 505 $ 0 $ 0
Tara Hills Pedestrian Infrastructure
Project $ 15 $ 0 $ 15 $ 0 $ 0 $ 0 $ 0 $ 0
Other Local Funds
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 4,084 $ 416 $ 1,369 $ 1,050 $ 750 $ 500 $ 0 $ 0
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 4,084 $ 416 $ 1,369 $ 1,050 $ 750 $ 500 $ 0 $ 0
Bay Point Area Curb Ramp Project $ 283 $ 0 $ 283 $ 0 $ 0 $ 0 $ 0 $ 0
Byron Highway Bridge Replacement
over California Aqueduct (Bridge
No. 28C0121)
$ 1,586 $ 60 $ 35 $ 241 $ 750 $ 500 $ 0 $ 0
Camino Tassajara Bike Lane Gap
Closure Project: Finley Road to
Windemere Parkway
$ 1,250 $ 0 $ 866 $ 384 $ 0 $ 0 $ 0 $ 0
Marsh Creek Rd Safety
Improvements - 2.0 to 2.25 miles
West of Deer Valley Rd
$ 246 $ 246 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Pomona Street Pedestrian Safety
Improvements $ 26 $ 0 $ 0 $ 26 $ 0 $ 0 $ 0 $ 0
Rodeo Downtown Infrastructure
Project $ 694 $ 110 $ 185 $ 399 $ 0 $ 0 $ 0 $ 0
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 86
CAPITAL IMPROVEMENT PROGRAM
I-7
Alamo Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 59 ($ 206) ($ 151) ($ 96) ($ 41) $ 14 $ 69 $ 124
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 420 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 355 $ 325 $ 5 $ 5 $ 5 $ 5 $ 5 $ 5
Alamo AOB Administration $ 45 $ 15 $ 5 $ 5 $ 5 $ 5 $ 5 $ 5
Miranda Avenue Sidewalk
Improvements $ 310 $ 310 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Bay Point Area of Benefit
End of Year Cash Balance (in
1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 937 $ 837 $ 722 $ 687 $ 622 $ 647 $ 672 $ 697
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 210 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 450 $ 130 $ 145 $ 65 $ 95 $ 5 $ 5 $ 5
Bailey Road/State Route 4
Interchange Pedestrian & Bicycle
Improvement Project
$ 220 $ 30 $ 90 $ 10 $ 90 $ 0 $ 0 $ 0
Bay Point AOB Administration $ 45 $ 15 $ 5 $ 5 $ 5 $ 5 $ 5 $ 5
Rio Vista Elementary School
Pedestrian Connection Project $ 185 $ 85 $ 50 $ 50 $ 0 $ 0 $ 0 $ 0
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 87
CAPITAL IMPROVEMENT PROGRAM
I-8
Bethel Island Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 392 $ 387 $ 392 $ 397 $ 402 $ 407 $ 412 $ 417
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 70 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 45 $ 15 $ 5 $ 5 $ 5 $ 5 $ 5 $ 5
Bethel Island AOB Administration $ 45 $ 15 $ 5 $ 5 $ 5 $ 5 $ 5 $ 5
Briones Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 511 $ 497 $ 478 $ 474 $ 475 $ 476 $ 477 $ 478
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 7 $ 1 $ 1 $ 1 $ 1 $ 1 $ 1 $ 1
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 40 $ 15 $ 20 $ 5 $ 0 $ 0 $ 0 $ 0
Briones AOB Administration $ 40 $ 15 $ 20 $ 5 $ 0 $ 0 $ 0 $ 0
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 88
CAPITAL IMPROVEMENT PROGRAM
I-9
Central County Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 3,203 $ 3,228 $ 3,233 $ 3,243 $ 2,813 $ 2,383 $ 1,953 $ 1,523
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 525 $ 75 $ 75 $ 75 $ 75 $ 75 $ 75 $ 75
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 2,205 $ 50 $ 70 $ 65 $ 505 $ 505 $ 505 $ 505
Central County AOB Administration $ 85 $ 30 $ 30 $ 5 $ 5 $ 5 $ 5 $ 5
Future AOB Projects $ 2,120 $ 20 $ 40 $ 60 $ 500 $ 500 $ 500 $ 500
Discovery Bay Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 1,642 $ 1,642 $ 1,637 $ 1,622 $ 1,167 $ 712 $ 747 $ 782
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 350 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 1,210 $ 50 $ 55 $ 65 $ 505 $ 505 $ 15 $ 15
Discovery Bay AOB Administration $ 70 $ 30 $ 15 $ 5 $ 5 $ 5 $ 5 $ 5
Future AOB Projects $ 1,140 $ 20 $ 40 $ 60 $ 500 $ 500 $ 10 $ 10
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 89
CAPITAL IMPROVEMENT PROGRAM
I-10
East County (Regional) Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 4,635 $ 3,894 $ 3,838 $ 2,968 $ 3,143 $ 3,388 $ 3,633 $ 3,878
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 1,750 $ 250 $ 250 $ 250 $ 250 $ 250 $ 250 $ 250
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 2,506 $ 990 $ 306 $ 1,120 $ 75 $ 5 $ 5 $ 5
Byron Highway & Camino Diablo
Intersection Improvements $ 1,365 $ 119 $ 211 $ 1,035 $ 0 $ 0 $ 0 $ 0
East County AOB Administration $ 35 $ 5 $ 5 $ 5 $ 5 $ 5 $ 5 $ 5
Marsh Creek Rd Safety
Improvements - 2.0 to 2.25 miles
West of Deer Valley Rd
$ 846 $ 846 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Marsh Creek Road Traffic Safety
Improvements $ 260 $ 20 $ 90 $ 80 $ 70 $ 0 $ 0 $ 0
Hercules/Rodeo/Crockett Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 45 $ 31 $ 12 $ 8 $ 9 $ 10 $ 6 $ 2
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 7 $ 1 $ 1 $ 1 $ 1 $ 1 $ 1 $ 1
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 50 $ 15 $ 20 $ 5 $ 0 $ 0 $ 5 $ 5
Hercules/Rodeo/Crockett AOB
Administration $ 50 $ 15 $ 20 $ 5 $ 0 $ 0 $ 5 $ 5
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 90
CAPITAL IMPROVEMENT PROGRAM
I-11
Martinez Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 2,531 $ 2,353 $ 2,009 $ 2,199 $ 2,394 $ 2,589 $ 2,784 $ 2,979
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 1,300 $ 150 $ 150 $ 200 $ 200 $ 200 $ 200 $ 200
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 852 $ 327 $ 494 $ 10 $ 5 $ 5 $ 5 $ 5
Alhambra Valley Road Safety
Improvements - Rancho La Boca
Road to Ferndale Road
$ 764 $ 290 $ 474 $ 0 $ 0 $ 0 $ 0 $ 0
Martinez AOB Administration $ 70 $ 20 $ 20 $ 10 $ 5 $ 5 $ 5 $ 5
Pacheco Boulevard Sidewalk Gap
Closure - Windhover Way to Goree
Court
$ 17 $ 17 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
North Richmond Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 1,208 $ 1,174 $ 1,066 $ 563 $ 560 $ 557 $ 554 $ 551
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 13 $ 1 $ 2 $ 2 $ 2 $ 2 $ 2 $ 2
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 670 $ 35 $ 110 $ 505 $ 5 $ 5 $ 5 $ 5
Future AOB Projects $ 610 $ 10 $ 100 $ 500 $ 0 $ 0 $ 0 $ 0
North Richmond AOB Administration $ 60 $ 25 $ 10 $ 5 $ 5 $ 5 $ 5 $ 5
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 91
CAPITAL IMPROVEMENT PROGRAM
I-12
Pacheco (West Concord) Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 464 $ 449 $ 434 $ 434 $ 434 $ 439 $ 444 $ 449
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 35 $ 5 $ 5 $ 5 $ 5 $ 5 $ 5 $ 5
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 50 $ 20 $ 20 $ 5 $ 5 $ 0 $ 0 $ 0
Pacheco AOB Administration $ 50 $ 20 $ 20 $ 5 $ 5 $ 0 $ 0 $ 0
Richmond/El Sobrante Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 411 $ 381 $ 326 $ 276 $ 186 $ 96 $ 106 $ 116
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 105 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 400 $ 45 $ 70 $ 65 $ 105 $ 105 $ 5 $ 5
Future AOB Projects $ 300 $ 0 $ 40 $ 60 $ 100 $ 100 $ 0 $ 0
Richmond/El Sobrante AOB
Administration $ 100 $ 45 $ 30 $ 5 $ 5 $ 5 $ 5 $ 5
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 92
CAPITAL IMPROVEMENT PROGRAM
I-13
South County Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 3,373 $ 2,995 $ 2,547 $ 2,297 $ 2,392 $ 2,487 $ 2,582 $ 2,677
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 750 $ 150 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 1,446 $ 528 $ 547 $ 350 $ 5 $ 5 $ 5 $ 5
Camino Tassajara Bike Lane Gap
Closure Project: Finley Road to
Windemere Parkway
$ 1,000 $ 225 $ 430 $ 345 $ 0 $ 0 $ 0 $ 0
Camino Tassajara Safety
Improvements - 1.1 mile South of
Highland Road to 0.3 mile North of
to Windemere Parkway
$ 331 $ 258 $ 72 $ 0 $ 0 $ 0 $ 0 $ 0
South County AOB Administration $ 115 $ 45 $ 45 $ 5 $ 5 $ 5 $ 5 $ 5
South Walnut Creek Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 164 $ 174 $ 184 $ 194 $ 204 $ 214 $ 229 $ 244
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 105 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 25 $ 5 $ 5 $ 5 $ 5 $ 5 $ 0 $ 0
South Walnut Creek AOB
Administration $ 25 $ 5 $ 5 $ 5 $ 5 $ 5 $ 0 $ 0
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 93
CAPITAL IMPROVEMENT PROGRAM
I-14
West County Area of Benefit
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 118 $ 101 $ 84 $ 82 $ 85 $ 88 $ 91 $ 94
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 56 $ 8 $ 8 $ 8 $ 8 $ 8 $ 8 $ 8
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 80 $ 25 $ 25 $ 10 $ 5 $ 5 $ 5 $ 5
West County AOB Administration $ 80 $ 25 $ 25 $ 10 $ 5 $ 5 $ 5 $ 5
Discovery Bay West Mitigation Funds
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 8,574 $ 8,467 $ 5,019 $ 65 $ 85 $ 105 $ 125 $ 145
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 137 $ 17 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 8,566 $ 124 $ 3,468 $ 4,974 $ 0 $ 0 $ 0 $ 0
Balfour Road Shoulder Widening -
Sellers Avenue and Bixler Road $ 8,566 $ 124 $ 3,468 $ 4,974 $ 0 $ 0 $ 0 $ 0
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 94
CAPITAL IMPROVEMENT PROGRAM
I-15
Keller Canyon Landfill Mitigation Funds
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 1,554 $ 1,581 $ 1,473 $ 1,220 $ 447 $ 474 $ 501 $ 528
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 189 $ 27 $ 27 $ 27 $ 27 $ 27 $ 27 $ 27
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 1,215 $ 0 $ 135 $ 280 $ 800 $ 0 $ 0 $ 0
Bailey Road Overlay Project - State
Route 4 to Keller Canyon Landfill
Entrance
$ 1,215 $ 0 $ 135 $ 280 $ 800 $ 0 $ 0 $ 0
Navy Mitigation Funds
End of Year Cash Balance
(in 1,000's of Dollars)
End of FY
14/15
Balance
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
End of Year Balance $ 5,713 $ 5,558 $ 5,458 $ 5,308 $ 5,303 $ 5,303 $ 5,303 $ 5,303
Projected Revenue
(in 1,000's of Dollars)
Revenue
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Projected Revenue $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Estimated Project Expenditures
(in 1,000's of Dollars)
Expenditure
Total
FISCAL YEAR (F.Y.)
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Total of All Projects $ 410 $ 155 $ 100 $ 150 $ 4 $ 0 $ 0 $ 0
Bailey Road/State Route 4
Interchange Pedestrian & Bicycle
Improvement Project
$ 125 $ 125 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0
Bay Point Utility Undergrounding $ 284 $ 30 $ 100 $ 150 $ 4 $ 0 $ 0 $ 0
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 95
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 96
SECTION II
Active Projects
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 97
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 98
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4101 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 129 129
Environmental 354 354
Design
Engineering 474 474
Right-of-Way 234 234
Construction 2,235 270 1,964
Total 3,426 1,462 1,964
Gas Tax 1,069 615 454
HR3 796 186 610
HSIP 900 900
Prop 1B 661 661
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Alhambra Valley Road Safety Improvements - East of Bear Creek Road
Intersection
225' west of the intersection to 2,200' east of the intersection with Bear Creek
Road
Improve safety along Alhambra Valley Road.
Realign horizontal and vertical curves; widen travel lanes to County standards;
install paved shoulders; relocate roadside obstacles
Supervisor District:
Safety
II-1August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 99
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4097 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 143 141 1 1
Environmental 306 190 66 50
Design
Engineering 401 236 105 60
Right-of-Way 142 9 118 15
Construction 858 858
Total 1,850 576 290 984
Gas Tax 139 139
HSIP 600 90 510
Martinez AOB 1,006 242 290 474
Prop 1B 105 105
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Alhambra Valley Road Safety Improvements - Rancho La Boca Road to Ferndale
Road
Rancho La Boca Road to Ferndale Road
This segment of roadway has had multiple collisions. The improvements will
improve safety.
Shoulder widening and relocation of roadside obstacles.
Supervisor District:
Safety
II-2August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 100
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:1046 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 60 60
Environmental 45 45
Design
Engineering 110 30 80
Right-of-Way
Construction 1,000 200 800
Total 1,215 135 280 800
Keller Canyon
Mitigation Fund 1,215 135 280 800
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Bailey Road Overlay Project - State Route 4 to Keller Canyon Landfill Entrance
Unincorporated portions of Bailey Road from the State Route 4 westbound on-
ramp to Keller Canyon Landfill Entrance.
Improve pavement condition along Bailey Road.
Overlay Bailey Road
Supervisor District:
Pavement
II-3August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 101
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Work Order:4121 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 1,025 750 155 50 70
Environmental 10 10
Design
Engineering 650 350 300
Right-of-Way 10 10
Construction 3,560 30 3,530
Total 5,255 750 155 400 420 3,530
ATP 4,160 310 410 3,440
Bay Point AOB 220 30 90 10 90
Gas Tax 7 7
Measure J PBTF 345 345
Measure J RTS 100 100
Navy Mit 423 298 125
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Bailey Road/SR 4 Interchange Pedestrian & Bicycle Improvements
Along Bailey Road from BART Access Road to Canal Road
Improve bicycle and pedestrian access along Bailey Road through State Route 4
Interchange
Reconfigure interchange to improve bicycle and pedestrian access along Bailey
Road
Supervisor District:
Project Categories:Bicycle, Pedestrian, Signal
II-4August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 102
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4002 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 128 100 28
Environmental 204 133 71
Design
Engineering 907 881 25
Right-of-Way 810 110 700
Construction 8,082 2,768 5,314
Total 10,130 1,224 124 3,468 5,314
Disco Bay West 9,790 1,224 124 3,468 4,974
Gas Tax 340 340
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Balfour Road Shoulder Widening - Sellers Avenue to Bixler Road
Balfour Road between Sellers Avenue and Bixler Road in the Discovery Bay and
unincorporated Brentwood Area.
Improve safety along Balfour Road.
Widen 3 miles of Balfour Road and construct paved shoulders.
Supervisor District:
Safety
II-5August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 103
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Work Order 4031 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 50 50
Environmental
Design
Engineering
Right-of-Way
Construction 233 233
Total 283 283
Former RDA 283 283
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Bay Point Area Curb Ramp Project
Various locations throughout unincorporated Bay Point.
Upgrade existing curb ramps to meet current ADA requirements on roadways
planned for pavement surface treatment, as required by federal regulation.
Install new curb ramps and/or upgrade existing curb ramps to meet current ADA
standards.
Supervisor District
Project Categories:Curb Ramp
II-6August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 104
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4024 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 30 20 10
Environmental 35 35
Design
Engineering 121 40 61 20
Right-of-Way
Construction 394 394
Total 580 95 71 414
Gas Tax 100 40 40 20
HSIP 480 55 31 394
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Bay Point Sign Upgrade Project
Various unincorporated roadways throughout Bay Point
Increase traffic safety.
Replace regulatory and warning roadway signs to increase retroreflectivity within
the unincorporated Bay Point area.
Supervisor District:
Traffic
II-7August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 105
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Utility
Work Order:1017 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 253 223 30
Environmental
Design
Engineering 9 9
Right-of-Way 250 100 150
Construction 33 33
Total 545 223 30 100 150 42
Gas Tax 45 7 38
Navy Mit 500 216 30 100 150 4
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Bay Point Utility Undergrounding Project
In Bay Point, from the Pittsburg City Limits along Willow Pass Road west to Bailey
Road, and south along Bailey Road to Westbound SR 4 on-ramp.
Utilities will be placed underground to improve the aesthetics of the Bay Point
community near BART.
This project includes coordination for relocation of overhead utilities into a trench
along the project limits. PG&E is the designated trench lead.
Supervisor District:
Project Categories:
II-8August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 106
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Work Order:4094 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 193 190 1 1 1
Environmental 418 103 40 275
Design
Engineering 541 436 30 75
Right-of-Way 149 1 148
Construction 2,991 2,991
Total 4,292 730 219 351 2,992
East County
Regional AOB 1,365 119 211 1,035
Gas Tax 1,354 297 1,057
HSIP 900 900
Measure J RTS 673 433 100 140
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Byron Highway & Camino Diablo Intersection Improvements
Intersection at Byron Highway and Camino Diablo, Byron.
Construct safety improvements on all four legs of the intersection to include the
railroad crossing
Construct safety improvements with new traffic signal, left turn pockets, and
improve roadway vertical alignment over the railroad crossing
Supervisor District
Project Categories:Safety, Pedestrian, Railroad, Signal
II-9August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 107
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:1048 3
Phase/Funding
Source Cost Cost to
Date
FY 15-
16
FY 16-
17
FY 17-
18
FY 18-
19
FY 19-
20
FY 20-
21
FY 21-
22
Preliminary
Engineering
Environmental
Design
Engineering 2,200 150 800 800 450
Right-of-Way 300 150 150
Construction 12,600 665 6,800 5,135
Total 15,100 150 800 950 1,265 6,800 5,135
DWR 1,616 30 60 35 241 750 500
Gas Tax 434 50 40 120 139 50 35
HBP 13,050 70 700 795 885 6,000 4,600
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Byron Highway Bridge Replacement over California Aqueduct
(Bridge No. 28C0121)
On Byron Highway, approximately 1.4 miles northwest of Alameda County Line.
The existing bridge is approaching the end of its useful life.
Bridge replacement.
Supervisor District:
Bridge
II-10August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 108
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4011 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 47 27 10 10
Environmental 35 25 10
Design
Engineering 110 25 60 25
Right-of-Way
Construction 423 423
Total 615 77 70 45 423
Gas Tax 100 52 10 38
HSIP 515 25 60 7 423
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Byron Highway Traffic Safety Improvements
Byron Highway between Byron Hot Springs Road and Contra Costa/Alameda
County Line
Project needed to improve traffic safety and reduce number of head-on collisions.
Restripe centerline with double yellow no passing lines, install centerline rumble
strips, and replace signs to meet new retro-reflectivity standards.
Supervisor District:
Safety
II-11August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 109
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4010 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 100 30 40 30
Environmental 250 50 125 75
Design
Engineering 280 95 115 70
Right-of-Way 225 50 150 25
Construction 2,395 866 1,529
Total 3,250 225 1,296 1,729
Measure J 1,000 1,000
So County AOB 1,000 225 430 345
TVTC Fee 1,250 866 384
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Camino Tassajara Bike Lane Gap Closure Project: Finley Road to Windemere
Parkway
On Camino Tassajara from Danville Town limits to Alameda County limits.
Complete gaps in the Class 2 bike lanes along Camino Tassajara.
Construct safety improvements on Camino Tassajara to improve bicycle and
vehicle travel from Danville Town limits to Alameda County limits.
Supervisor District:
Bicycle
II-12August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 110
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4072 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 80 78 2
Environmental 727 471 256
Design
Engineering 303 303
Right-of-Way 15 15
Construction 760 82 678
Total 1,885 949 258 678
HSIP 835 229 606
Prop 1B 150 150
So County AOB 900 569 258 72
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Camino Tassajara Safety Improvements - 1.1 mile S. of Highland Road to 0.3 mile
N. of to Windemere Parkway
1.1 mile south of Highland Rd to 0.3 miles north of Windemere Pkwy
Widen Roadway and adjust grade through an existing S-curve
Widen travel lanes and widen shoulders to accommodate Class 2 bike lane.
Supervisor District:
Bicycle, Safety
II-13August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 111
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Work Order:4062 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 270 227 43
Environmental 211 178 33
Design
Engineering 425 285 140
Right-of-Way 44 3 41
Construction 1,690 75 1,615
Total 2,639 692 332 1,615
Gas Tax 989 376 286 328
Lifeline Grant 1,000 204 46 750
SR2S 450 113 338
State Match 200 200
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Canal Road Bicycle and Pedestrian Improvements
Canal Road between Loftus Road and Bailey Road in Bay Point.
Provide pedestrians and bicyclists safe access to Bel Air Elementary School
Construct new sidewalk and stripe new bike lanes along Canal Road.
Supervisor District:
Project Categories:Bicycle, Pedestrian
II-14August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 112
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4080 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 370 370
Environmental
Design
Engineering 325 180 145
Right-of-Way 180 60 120
Construction 2,100 300 1,600 200
Total 2,975 370 240 565 1,600 200
Gas Tax 410 120 100 100 80 10
HBP 2,565 250 140 465 1,520 190
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Canal Road Bridge Replacement (Bridge No. 28C0376)
On Canal Road over Contra Costa Canal, approximately 0.5 miles west of Bailey
Road.
The existing bridge is approaching the end of its useful life.
Bridge replacement.
Supervisor District:
Bridge
II-15August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 113
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4135 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering
Environmental 150 35 60 55
Design
Engineering 65 26 31 8
Right-of-Way
Construction 53 53
Total 268 61 91 116
Gas Tax 268 61 91 116
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Clifton Court Road Bridge Repair (Bridge No. 28C0403)
On Clifton Court Road over Italian Slough, Byron area.
Repairs are needed to prevent further deterioration leading to bridge replacement.
Repair abutments.
Supervisor District:
Bridge, Maintenance
II-16August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 114
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4126 1
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 16 15
Environmental 7 7
Design
Engineering 183 168 15
Right-of-Way 3 3
Construction 347 172 175
Total 556 365 190
CDBG 90 90
Gas Tax 466 275 190
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Giaramita Street Sidewalk Replacement Project
Market Avenue to Verde Elementary School
The purpose of this project is to improve accessibility to Verde Elementary School
along the primary entrance to the school.
Install curb ramps and sidewalk.
Supervisor District:
Pedestrian
II-17August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 115
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4134 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering
Environmental 80 34 36 10
Design
Engineering 115 73 33 10
Right-of-Way
Construction 94 94
Total 289 107 68 114
Gas Tax 289 107 68 114
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Jersey Island Road Bridge Repair (Bridge No. 28C0405)
On Jersey Island Road over Dutch Slough, Oakley area.
Repairs are needed to prevent further deterioration leading to bridge replacement.
Repair bridge elements, including blocks, piles, braces, and plates.
Supervisor District:
Bridge, Maintenance
II-18August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 116
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Work Order:4052 4 ,5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 140 90 20 20 10
Environmental 469 257 113 100
Design
Engineering 1,892 651 500 500 241
Right-of-Way 136 12 40 84
Construction 17,143 2,000 1,350 9,793 2,000 2,000
Total 19,780 3,010 633 660 1,684 9,793 2,000 2,000
Gas Tax 9,000 2,000 1,000 2,000 2,000 2,000
Measure J
Regional 6,148 877 533 560 584 3,594
Measure J RTS 33 33
State Match 1,949 100 100 100 100 1,549
STIP 2,650 2,650
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Kirker Pass Road Northbound Truck Lanes
Clearbrook Drive in the City of Concord to the eastern intersection with Hess
Road.
Reduce congestion and improve safety along Kirker Pass Road.
Widen roadway to add truck climbing lane in the northbound direction.
Supervisor District:
Project Description:Safety
II-19August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 117
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4123 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 30 27 3
Environmental
Design
Engineering 90 69 21
Right-of-Way
Construction 341 341
Total 461 96 24 341
Gas Tax 461 96 24 341
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Main Street, Byron Sidewalk Improvements
On Main Street between Holway Drive to Camino Diablo.
Improve existing pedestrian facility along Main Street and restore the roadway
crown and drainage
Construct sidewalk improvements along Main Street.
Supervisor District:
Pedestrian
II-20August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 118
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4079 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 645 645
Environmental
Design
Engineering 430 250 180
Right-of-Way 160 100 60
Construction 3,600 600 2,500 500
Total 4,835 645 350 840 2,500 500
Gax Tax 1,029 195 185 219 360 70
HBP 3,806 450 165 621 2,140 430
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Marsh Creek Road Bridge Replacement (Bridge No. 28C141)
On Marsh Creek Road over Marsh Creek, approximately 1.8 mi east of Morgan
Territory Road.
The existing bridge is approaching the end of its useful life.
Bridge replacement.
Supervisor District:
Bridge
II-21August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 119
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4019 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering
Environmental
Design
Engineering 1,750 90 600 700 360
Right-of-Way 350 200 150
Construction 5,950 500 5,450
Total 8,050 90 600 700 560 650 5,450
Gas Tax 1,670 66 200 220 274 120 790
HBP 6,380 24 400 480 286 530 4,660
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Marsh Creek Road Bridge Replacement (Bridge No. 28C143 & 28C145)
On Marsh Creek Road over Marsh Creek, approximately 7.3 mi east of Morgan
Territory Road and 3 mi east of Deer Valley Road.
The existing bridges are approaching the end of their useful life.
Bridge replacement.
Supervisor District:
Bridge
II-22August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 120
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4025 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 81 81
Environmental 365 365
Design
Engineering 649 649
Right-of-Way 243 243
Construction 2,457 2,457
Total 3,795 1,338 2,457
CCWD 260 14 246
East County
Regional AOB 1,795 949 846
HR3 900 155 745
HSIP 620 620
Prop 1B 220 220
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Marsh Creek Road Safety Improvements - 2.0 to 2.25 miles West of Deer Valley
Road
West of Deer Valley Road
Improve safety along Marsh Creek Road
Realign curve and widen roadway along Marsh Creek Road
Supervisor District:
Safety
II-23August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 121
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4012 3 , 4
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 50 20 20 10
Environmental 70 45 25
Design
Engineering 312 100 100 112
Right-of-Way 20 20
Construction 1,076 20 1,056
Total 1,528 20 165 155 132 1,056
East County
Regional AOB 260 20 90 80 70
HSIP 1,268 75 75 62 1,056
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Marsh Creek Road Traffic Safety Improvements
Located on Marsh Creek Road between the city limits of Clayton and Brentwood.
Improve roadway infrastructure to improve driver awareness and overall safety.
Install centerline rumble strips/stripes; Add lighting at Deer Valley Road and
Marsh Creek Road intersection
Supervisor District:
Safety
II-24August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 122
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4119 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering
Environmental
Design
Engineering 1,160 60 200 450 450
Right-of-Way 240 80 160
Construction 6,500 100 3,200 3,200
Total 7,900 60 200 450 530 260 3,200 3,200
Gas Tax 1,088 20 70 100 105 93 350 350
HBP 6,812 40 130 350 425 167 2,850 2,850
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Marsh Drive Bridge Replacement (Bridge No. 28C0442)
On Marsh Drive over Walnut Creek, approximately 0.2 mi west of Solano Way.
The existing bridge is approaching the end of its useful life.
Bridge replacement.
Supervisor District:
Bridge
II-25August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 123
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4107 1
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 12 11 1
Environmental
Design
Engineering 157 148 9
Right-of-Way
Construction 165 79 86
Total 334 238 96
Gas Tax 234 138 96
TDA 100 100
Anticipated Project Expenditures
Amounts shown in thousands of dollars
May Road Sidewalk Extension Project
May Road across from Sheldon Elementary School
This project provides a sidewalk extension along May Road from the end of the
existing sidewalk to the pedestrian crosswalk at Sheldon School.
Install a sidewalk extension along May Road.
Supervisor District:
Pedestrian
II-26August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 124
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4111 2
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 25 25
Environmental
Design
Engineering 219 219
Right-of-Way 13 13
Construction 325 16 310
Total 582 272 310
Alamo AOB 494 184 310
TDA 88 88
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Miranda Avenue Sidewalk Improvements
Along Miranda Avenue near the intersection with Granite Drive, Alamo.
Improve pedestrian infrastructure for students walking to and from school
Construct sidewalk improvements along the frontage of Stone Valley Middle
School.
Supervisor District:
Pedestrian
II-27August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 125
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4145 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 203 3 200
Environmental
Design
Engineering 54 54
Right-of-Way 28 28
Construction 640 200 440
Total 926 3 428 494
Gas Tax 926 3 428 494
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Morgan Territory Bridge Scour Repairs
Repair of bridges 4.3 and 4.4 on Morgan Territory Road.
Repairs are needed to extend the service life of the bridges.
Place scour protection and repair bank erosion for bridges 4.3 and 4.4.
Supervisor District:
Bridge, Maintenance
II-28August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 126
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Work Order 4076 3
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 1,750 1,750
Environmental
Design
Engineering 150 150
Right-of-Way 275 200 75
Construction 12,022 70 6,200 5,652 100
Total 14,197 2,020 6,425 5,652 100
Gas Tax 1,560 715 745 70 30
HBP 12,637 1,305 5,680 5,582 70
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Orwood Road Bridge Replacement Project (Bridge No. 28C0024)
On Orwood Road over Indian Slough.
The existing bridge is approaching the end of its useful life.
Bridge replacement.
Supervisor District
Project Description:Bridge
II-29August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 127
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4122 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 45 45
Environmental 17 17
Design
Engineering 412 395 17
Right-of-Way 176 175
Construction 453 193 260
Total 1,102 825 277
Gas Tax 38 38
Martinez AOB 440 423 17
Measure J TLC 524 264 260
TDA 100 100
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Pacheco Boulevard Sidewalk Gap Closure - Windhover Way to Goree Court
Pacheco Boulevard between Windhover Way and Goree Court
Provide pedestrian and bicycle access to Las Juntas Elementary School
Construct sidewalk, bike lane and shoulder on north side of Pacheco Boulevard
Supervisor District:
Bicycle, Pedestrian
II-30August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 128
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4112 Various
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 23 7 8 8
Environmental 35 20 15
Design
Engineering 94 64 30
Right-of-Way 18 8 10
Construction 526 36 489
Total 696 7 101 99 489
Gas Tax 496 7 489
TDA 200 101 99
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Pedestrian Crossing Enhancements - Central & East County
Various school locations in Central & East County
Increase driver awareness at pedestrian crosswalks near schools
Construct Rectangular Rapid Flash Beacons (RRFB) and ADA curb ramps at
designated crosswalks near schools.
Supervisor District:
Curb Ramp, Pedestrian
II-31August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 129
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Work Order:4090 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 15 15
Environmental 6 6
Design
Engineering 70 70
Right-of-Way 15 15
Construction 232 14 218
Total 338 106 14 218
Gas Tax 192 192
Phillips 66 funds 26 26
TDA 120 106 14
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Pomona Street Pedestrian Safety Improvements
The project is located on Pomona Street at 3rd Avenue, Pomona Street at Rolph
Avenue.
The purpose of this project is to improve pedestrian safety along Pomona Street in
the town of Crockett by improving several existing crosswalks.
The project will add bulb-outs, pedestrian refuge islands, drainage facilities and
curb ramps at the intersection of Pomona Street and 3rd Avenue.
Supervisor District:
Project Categories:Pedestrian, Safety
II-32August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 130
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4054 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 86 81 5
Environmental 54 52 2
Design
Engineering 315 285 30
Right-of-Way 8 8
Construction 1,186 55 1,131
Total 1,649 418 100 1,131
ATP 800 800
Bay Point AOB 148 148
Measure J RTS 200 100 100
SR2S 442 111 331
TDA 60 60
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Port Chicago Highway & Willow Pass Road Sidewalk Improvements
Port Chicago Highway and Willow Pass Road Intersection.
Improve safety of bicyclists and pedestrians along Port Chicago Highway and
Willow Pass Road.
Construct sidewalk and bike lanes. Reconfigure intersection to remove westbound
free right turn lane.
Supervisor District:
Bicycle, Pedestrian
II-33August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 131
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4141 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 71 60 11
Environmental 46 46
Design
Engineering 98 48 50
Right-of-Way 95 95
Construction 555 40 515
Total 865 60 105 90 95 515
ATP 600 40 45 515
Bay Point AOB 185 85 50 50
Gas Tax 80 60 20
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Rio Vista Elementary School Pedestrian Connection Project
Pacifica Avenue from Mariners Cove Drive to 525 feet west
Fill sidewalk gap and improve pedestrian and bicycle safety
Provide sidewalk on the north side of Pacifica Avenue from Mariners Cove towards
Wharf Drive
Supervisor District:
Bicycle, Pedestrian
II-34August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 132
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4144 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 171 36 20 115
Environmental 30 30
Design
Engineering 50 50
Right-of-Way 30 10 20
Construction 665 50 615
Total 946 36 110 185 615
Former RDA 730 36 110 185 399
Gas Tax 216 216
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Rodeo Downtown Infrastructure
Investment Street and Pacific Avenue in downtown Rodeo
Provide continuous pedestrian improvements in downtown Rodeo area.
Construct sidewalk and curb ramps along Pacific Avenue. Improve access to
Rodeo Creek Trail on Investment Street.
Supervisor District:
Curb Ramp, Pedestrian
II-35August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 133
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:1
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 20 20
Environmental 55 55
Design
Engineering 140 50 50 40
Right-of-Way 130 10 120
Construction 561 561
Total 906 125 60 160 561
Gas Tax 292 66 35 135 56
HSIP 614 59 25 25 505
Anticipated Project Expenditures
Amounts shown in thousands of dollars
San Pablo Dam Road Sidewalk Gap Project
San Pablo Dam Road from Appian Way to Clark Road
Construct pedestrian improvements on San Pablo Dam Road to improve
connectivity and safety.
Construct sidewalk along San Pablo Dam Road to provide continuous pedestrian
path.
Supervisor District:
Pedestrian
II-36August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 134
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4051 1
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 440 436 4
Environmental 18 18
Design
Engineering 573 573
Right-of-Way 484 479 5
Construction 2,206 1,937 269
Total 3,722 3,442 279
Gas Tax 1,580 1,300 279
Measure J RTS 200 200
Measure J TLC 1,400 1,400
Prop 1B 500 500
RSS Abatement 42 42
Anticipated Project Expenditures
Amounts shown in thousands of dollars
San Pablo Dam Road Walkability Project
Downtown El Sobrante from Hillcrest Road to Appian Way
Provide sidewalk safety improvements in downtown area.
Reconstruct sidewalk, relocate bus stops, replace trees, and provide for potted
landscaping.
Supervisor District:
Pedestrian
II-37August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 135
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4125 5
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 2 2
Environmental 2 2
Design
Engineering 54 47 7
Right-of-Way
Construction 210 3 208
Total 268 53 215
Gas Tax 268 53 215
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Stormwater Treatment Demonstration Project
Public Works Department parking lot - 255 Glacier Drive, Martinez.
Improvements will provide offsite stormwater treatment mitigation.
Construct storm water treatment facility.
Supervisor District:
Other
II-38August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 136
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Work Order:4211 1
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 24 24
Environmental 5 5
Design
Engineering 159 99 60
Right-of-Way 40 40
Construction 538 15 523
Total 765 128 100 15 523
Gas Tax 523 60 463
Measure J RTS 160 100 60
TDA 83 67 15
Anticipated Project Expenditures
Amounts shown in thousands of dollars
Tara Hills Pedestrian Infrastructure Project
Dolan Way, Flannery Road and Shamrock Drive in the Tara Hills area of
unincorporated San Pablo.
Improve pedestrian infrastructure by providing ADA curb ramps and bulb-outs
Install curb ramps along Dolan Way, Flannery Road and Shamrock Drive and
pedestrian improvements at the intersection of Dolan Way and Flannery Road.
Supervisor District:
Project Description:Curb Ramp
II-39August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 137
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Work Order Various Countywide
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering
Environmental 30 5 5 5 5 5 5
Design
Engineering 300 50 50 50 50 50 50
Right-of-Way
Construction 870 145 145 145 145 145 145
Total 1,200 200 200 200 200 200 200
Measure J RTS 1,200 200 200 200 200 200 200
Anticipated Project Expenditures
Amounts shown in thousands of dollars
County-Wide Curb Ramp Projects
Various locations throughout County
Upgrade existing curb ramps to meet current ADA requirements and provide ADA
access where it may not currently exist.
Install new curb ramps and/or upgrade existing curb ramps to meet current
standards.
Supervisor District
Project Categories:Curb Ramp
II-40August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 138
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:Traffic
Work Order:60490 Countywide
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 14 2 2 2 2 2 2 2
Environmental 21 3 3 3 3 3 3 3
Design
Engineering 70 10 10 10 10 10 10 10
Right-of-Way
Construction 2,795 485 385 385 385 385 385 385
Total 2,900 500 400 400 400 400 400 400
Gas Tax 1,500 300 200 200 200 200 200 200
Measure J RTS 1,400 200 200 200 200 200 200 200
Anticipated Project Expenditures
Amounts shown in thousands of dollars
County-Wide Operation & Safety Improvements
Various locations throughout County.
To provide improvements to address operational and safety concerns on County
roads.
Install traffic signage, striping, signal modifications, and other small operational
and safety improvements.
Supervisor District:
II-41August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 139
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Project Categories:
Work Order:4073 Various
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 41 41
Environmental 54 54
Design
Engineering 259 259
Right-of-Way 1 1
Construction 2,709 2,709
Total 3,065 356 2,709
Gas Tax 1,124 356 768
OBAG 1,941 1,941
Anticipated Project Expenditures
Amounts shown in thousands of dollars
County-Wide Overlay Project
Portions of Vasco Road, Pleasant Hill Road, and Byron Highway.
Pavement rehabiilitation to extend the life of the existing pavement.
Provide pavement rehabilitation on portions of selected roadways.
Supervisor District:
Pavement
II-42August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 140
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Work Order:60230
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 350 50 50 50 50 50 50 50
Environmental 700 100 100 100 100 100 100 100
Design
Engineering 1,400 200 200 200 200 200 200 200
Right-of-Way
Construction 30,575 3,838 3,506 5,076 5,909 5,247 3,500 3,500
Total 33,025 4,188 3,856 5,426 6,259 5,597 3,850 3,850
Gas Tax 31,675 2,838 3,856 5,426 6,259 5,597 3,850 3,850
Measure J RTS 1,350 1,350
Anticipated Project Expenditures
Amounts shown in thousands of dollars
County-Wide Surface Treatments
Various locations throughout County.
2016 - Alamo, Bay Point
2017 - Walnut Creek, El Sobrante, Kensington, Bay View/Montalvin
2018 - Bay Point, Lafayette & Martinez Area, Kensington, Crockett
2019 - Clyde, North Richmond, Rollingwood, Pacheco, Kensington
2020 - Bay Point, El Sobrante
Surface treatment projects will refurbish the existing roadway, extend the life of
the road, and reduce the long-term maintenance costs.
Surface treatments such as chip seal or slurry seal includes cleaning the road
surface, weed removal, sweeping, site cleanup, and placing striping and
pavement markings.
Supervisor District:Countywide
Project Categories:Pavement, Maintenance
II-43August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 141
Contra Costa County
Capital Road Improvement & Preservation Program
PROJECT NAME
PROJECT
LOCATION
PURPOSE AND
NEED
PROJECT
DESCRIPTION
Work Order:60420 Countywide
Phase/Funding
Source Cost Cost to
Date
FY
15/16
FY
16/17
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
Preliminary
Engineering 15 3 3 3 3 3
Environmental 10 2 2 2 2 2
Design
Engineering 15 3 3 3 3 3
Right-of-Way
Construction 460 92 92 92 92 92
Total 500 100 100 100 100 100
Measure J RTS 500 100 100 100 100 100
Anticipated Project Expenditures
Amounts shown in thousands of dollars
County-Wide Traffic Calming
Various locations throughout County.
To make residential streets as quiet and safe as possible, while still providing
access for neighbors and local businesses.
Plan for, design, and construct traffic calming devices and other neighborhood
traffic control devices.
Supervisor District:
Project Categories:Traffic
II-44August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 142
Section III
Underfunded Projects
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 143
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 144
III-1
2015 UNDERFUNDED PROJECT LIST
1.Alhambra Valley Road Safety Improvements (Various Locations)
2.Alhambra Valley Road Slide Repair – 0.4 miles west of Bear Creek Road
3.Alhambra Valley Road Slide Repair – 0.7 miles west of Castro Ranch Road
4.Alves Lane Extension - Willow Pass Road to Pacifica Avenue
5.Appian Way & Pebble Drive Traffic Signal and Safety Improvements
6.Appian Way Complete Streets Project - San Pablo Dam Road to Valley View Road
7.Appian Way Complete Streets Project - Valley View Road to Pinole City Limits
8.Arlington Boulevard & Amherst Avenue & Sunset Drive Intersection Improvements
9.Ayers Road & Concord Boulevard Intersection Improvements
10.Ayers Road & Laurel Avenue Intersection Improvements
11.Ayers Road & Myrtle Drive Intersection Improvements
12.Bailey Road & Myrtle Drive Intersection Improvements
13.Bailey Road Improvements - Myrtle Drive to Concord City Limits
14.Bailey Road Pedestrian & Bicycle Improvements - Canal Road to Willow Pass Road
15.Balfour Road & Byron Highway Intersection Improvements
16.Balfour Road Shoulder Widening - Deer Valley Road to Brentwood City Limits
17.Bear Creek Road & Happy Valley Road Intersection Improvements
18.Bella Vista Infrastructure Improvements
19.Bethel Island Road & Sandmound Road Intersection Improvements
20.Bethel Island Road Widening - Wells Lane to Sandmound Boulevard
21.Bixler Road Improvements - SR 4 to Byer Road
22.Blackhawk Road Bikeway Project
23.Boulevard Way Bicycle and Pedestrian Project
24.Bridgefield Road at Olympic Boulevard Intersection Improvement
25.Brookside Drive Widening – Fred Jackson Way to Union Pacific Railroad
26.Buskirk Avenue Improvements - Treat Blvd to Pleasant Hill City Limits
27.Byer Road Improvements - Bixler Road to Byron Highway
28.Byron Highway & Byer Road Intersection Improvements
29.Byron Highway Safety Improvements (Various Locations)
30.Byron Highway Two-Way Left Turn Lane at Byron Elementary School
31.Byron Highway Widening - Camino Diablo to the Alameda County Line
32.Byron Highway Widening - Chestnut Street to SR 4
33.Byron Highway Widening - Delta Road to Chestnut Street
34.Byron Highway Widening - SR 4 to Camino Diablo
35.Camino Diablo Widening - Vasco Road to Byron Highway
36.Camino Tassajara Safety Improvements (Various Locations)
37.Camino Tassajara Widening - Windemere Parkway to Alameda County Line
38.Castro Ranch Road Widening - San Pablo Dam Road to Olinda Road
39.Center Avenue Bicycle and Pedestrian Improvements - Pacheco Boulevard to
Marsh Drive
40.Chestnut Street Widening - Sellers Avenue to Byron Highway
41.Clipper Drive Improvements - Newport Drive to Discovery Bay Boulevard
42.Colusa Avenue Complete Streets Project
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 145
III-2
43.Concord Avenue Bicycle Improvements - I-680 off-ramp to Iron Horse Trail
44.Crockett Area Overlays & Reconstruction Project
45.Cummings Skyway Truck Lane Extension
46.Danville Blvd & Hemme Avenue Intersection Improvements
47.Danville Boulevard/Orchard Court Complete Streets Improvements
48.Deer Valley Road Safety Improvements (Various Locations)
49.Del Monte Drive Bridge Replacement (Bridge No. 28C0207)
50.Delta De Anza Trail Crossing Project
51.Delta De Anza Trail Gap Closure (Various Locations)
52.Delta Road Widening - Byron Highway to Holland Tract Road
53.Delta Road Widening - Sellers Avenue to Byron Highway
54.Dewing Lane Pedestrian Bridge
55.Discovery Bay Boulevard & Clipper Drive Intersection Improvements
56.Driftwood Drive Improvements - Port Chicago Highway to Pacifica Avenue
57.El Portal Drive Widening - San Pablo City Limits to San Pablo Dam Road
58.Evora Road & Willow Pass Road Intersection Improvements
59.Fish Ranch Road Safety Improvements - SR 24 to Grizzly Peak Road
60.Fred Jackson Way Improvements - Grove Avenue to Brookside Drive
61.Fred Jackson Way/Goodrick Avenue Realignment
62.Gateway Road Widening - Bethel Island Road to Piper Road
63.Highland Road Improvements - Camino Tassajara to Alameda County Line
64.Iron Horse Trail Flashers
65.Kirker Pass Road Northbound Runaway Truck Ramp
66.Kirker Pass Road Southbound Truck Lanes
67.Knightsen Avenue & Delta Road Intersection Improvements
68.Knightsen Avenue Widening - East Cypress Road to Delta Road
69.Knightsen Avenue/Eden Plains Road Widening - Delta Road to Chestnut Street
70.La Paloma Road Pedestrian and Roadway Improvements
71.Las Juntas Way & Coggins Drive Intersection Improvements
72.Local Road Pedestrian and Bicycle Upgrade at Benicia Bridge
73.Loftus Road Pedestrian Improvements - Canal Road to Willow Pass Road
74.Marsh Creek Road & Camino Diablo Intersection Improvements
75.Marsh Creek Road & Deer Valley Road Intersection Improvements
76.Marsh Creek Road Realignment & Safety Improvements (Various Locations)
77.Marsh Creek Trail
78.Marsh Drive Improvements - Center Avenue to Iron Horse Trail
79.Mayhew Way Bicycle and Pedestrian Improvements - 200' west of Oberan Dr to
Bancroft Road
80.McNabney Marsh Open Space Connection to Waterfront Road
81.Miranda Ave Improvements - Stone Valley Road to Stone Valley Middle School
82.Morgan Territory Road Safety Improvements
83.Mountain View Blvd Pedestrian Improvements - San Miguel Drive to Walnut
Boulevard
84.Newell Avenue Area Pavement Rehabilitation
85.Norris Canyon Road Safety Improvements - Ashbourne Drive to Alameda County
Limits
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 146
III-3
86.North Richmond Sidewalk Replacement
87.North Richmond Truck Route - Parr Boulevard to Market Avenue
88.North Walnut Creek/Pleasant Hill Area Pavement Rehabilitation
89.Oak Road Improvements - Treat Blvd to Pleasant Hill City Limits
90.Olinda Road Pedestrian Improvements - Valley View Road to 850 ft south of Valley
View Road
91.Olympic Boulevard & Boulevard Way & Tice Valley Boulevard Intersection
Improvements
92.Olympic Corridor Pedestrian and Bicycle Improvements - Long Term
93.Olympic Corridor Pedestrian and Bicycle Improvements - Short Term
94.Pacheco Boulevard & Center Avenue Intersection Improvements
95.Pacheco Boulevard & Muir Road Intersection Improvements
96.Pacheco Boulevard Bicycle Improvements - Arnold Drive to Muir Road
97.Pacheco Boulevard Improvements - Morello Avenue to Blum Road
98.Pacheco Boulevard Sidewalk Gap Closure - east of Las Juntas Elementary School
99.Pacifica Avenue Bridge Replacement (Bridge No. 28C0379)
100.Pacifica Avenue Extension - Port Chicago Highway to Alves Lane
101.Parker Avenue Pedestrian Improvement Project
102.Parr Boulevard Widening – Richmond Pkwy to Union Pacific Railroad
103.Pedestrian and Bicycle Improvements on Livorna Road, Stone Valley Road, and
Danville Boulevard
104.Pedestrian Improvements near Rodeo Hills Elementary School
105.Pedestrian Safety Improvements at Schools in Alamo
106.Pinehurst Road Bicycle Improvements
107.Piper Road Widening - Gateway Road to Willow Road
108.Pitt Way Roadway Improvements
109.Pittsburg Ave Widening - Fred Jackson Way to Richmond Parkway
110.Pleasant Hill BART Station Bicycle and Pedestrian Access
111.Pleasant Hill Road & Taylor Boulevard Intersection Improvements
112.Pleasant Hill Road Bicycle Improvements - Geary Road to Taylor Boulevard
113.Point of Timber Road & Byron Highway Intersection Improvements
114.Pomona Street/Winslow Avenue/Carquinez Scenic Drive Safety Alignment Study
115.Port Chicago Highway Bicycle and Pedestrian Improvements - Driftwood Drive to
McAvoy Road
116.Port Chicago Hwy Realignment Project - McAvoy Road to Skipper Road
117.Reliez Valley Road Bicycle Improvements - North of Grayson Road to Withers
Avenue
118.Rudgear Road & San Miguel Drive Intersection Improvements
119.Rudgear Road/San Miguel/Walnut Boulevard/Mountain View Boulevard Safety
Improvements
120.San Miguel Drive Bicycle and Pedestrian Improvements
121.San Pablo Avenue Complete Streets Project - Rodeo to Crockett
122.San Pablo Dam Rd & Greenridge Drive Signal Improvements
123.San Pablo Dam Road Bicycle and Pedestrian Improvements - Tri Lane to Appian
Way
124.San Pablo Dam Road Improvements (Various Locations)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 147
III-4
125.Sandmound Boulevard Pedestrian Improvements - Mariner Rd to Cypress Road
126.Sandmound Boulevard Widening - Oakley City Limits to Mariner Road
127.Sellers Ave & Balfour Road Intersection Improvements
128.Sellers Avenue & Chestnut Avenue Intersection Improvements
129.Sellers Avenue & Marsh Creek Road Intersection Improvements
130.Sellers Avenue & Sunset Road Intersection Improvements
131.Sellers Avenue Widening - Brentwood City Limits to Marsh Creek Road
132.Sellers Avenue Widening - Delta Road to Chestnut Street
133.Seventh Street Extension to Brookside Drive
134.Springbrook Road Bicycle and Pedestrian Improvements
135.SR 4 & Byron Highway South Intersection Widening (Phase 2)
136.SR 4 & Newport Drive Signal
137.SR 4 Widening - Bixler Road to Discovery Bay Boulevard
138.SR239/Trilink: Byron Airport Connector
139.Stone Valley Road Improvements - High Eagle Road to Roundhill Road
140.Stone Valley Road Improvements - Roundhill Road to Glenwood Court
141.Stone Valley Road Improvements - Stone Valley Way to High Eagle Road
142.Sunset Road Widening - Sellers Avenue to Byron Highway
143.Tara Hills Drive Complete Streets Project
144.Tice Valley Boulevard Bicycle and Pedestrian Improvements
145.Treat Boulevard & Buskirk Avenue Intersection Improvements
146.Treat Boulevard & Jones Road Intersection Improvements
147.Treat Boulevard (I-680 Overcrossing) Bicycle and Pedestrian Improvements
148.Treat Boulevard Bicycle Improvements - Jones Road to Walnut Creek City Limits
149.Valley View Road Widening - San Pablo Dam Road to Appian Way
150.Vasco Road Safety Improvements (Phase 2)
151.Walnut Boulevard Bicycle Improvements - Marsh Creek Road to Vasco Road
152.Waterfront Road Grade Change Project
153.Willow Pass Road & Bailey Road Intersection Improvements
154.Willow Pass Road (West) & SR 4 Interchange Improvements
155.Willow Pass Road Improvements - Bailey Road to Pittsburg City Limits
156.Willow Pass Road Improvements - Evora Road to SR 4
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 148
Appendices
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 149
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 150
Appendix A: County Road Improvement Policy
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 151
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 152
Appendix A - 1August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 153
Appendix A - 2August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 154
Appendix A - 3August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 155
Appendix A - 4August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 156
Appendix A - 5August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 157
Appendix A - 6August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 158
Appendix B: Guidelines for Expenditure of Gas Tax Revenue
(Proposition 111 Funds)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 159
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 160
Appendix B - 1August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 161
Appendix B - 2August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 162
Appendix B - 3August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 163
Appendix B - 4August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 164
Appendix B - 5August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 165
Appendix B - 6August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 166
Appendix B - 7August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 167
Appendix B - 8August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 168
Appendix B - 9August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 169
Appendix B - 10August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 170
Appendix C: Board Order Approving the 2015 Capital Road Improvement
and Preservation Program and
the April 2016 TWIC Report
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 171
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 172
Appendix C - 1
(This page is intentionally left blank until the Board of Supervisors approves the 2015 CRIPP)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 173
Appendix C - 2
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 174
TRANSPORTATION, WATER &
INFRASTRUCTURE COMMITTEE 6.
Meeting Date:04/14/2016
Subject:REVIEW reduction in State Gas Tax and the Impact to County of Contra
Costa Streets and Roads.
Submitted For: Julia R. Bueren, Public Works Director/Chief Engineer
Department:Public Works
Referral No.: 1
Referral Name: REVIEW legislative matters on transportation, water and infrastructure.
Presenter: Steve Kowalewski, Department of
Public Works
Contact: Steve Kowalewski
(925)313-2225
Referral History:
State legislative and financial issues related to transportation are a standing item on the TWIC
agenda. The Committee regularly considers and provides recommendations to the BOS on these
matters.
Referral Update:
State gas tax is the primary funding source used by Contra Costa County to fund the operations,
maintenance, and improvement of the unincorporated transportation network.
What does it pay for?
• Operations and Maintenance – Gas tax revenues are used to operate and maintain pavements,
road drainage (underground and above ground facilities), culvert inspection and replacement,
signs, striping, vegetation control, bike lanes, pedestrian facilities, trails, traffic signals, safety
lighting, shoulder grading, slope maintenance, storm response (clean-up, downed trees, clogged
drains, etc), hydrauger maintenance, curbs, bike lane sweeping, storm drain debris removal,
pothole repair, surface treatment program (slurry seal, chip seal, cape seal, micro-surface,
overlays), road reconstruction, bridge maintenance, local bridge inspections, illegal dumping
clean-up, clean water treatment facilities, and guardrails.
• Capital Projects – Used to construct capital transportation projects such as bike lanes, pedestrian
facilities, curb ramps (ADA compliance), safety improvements, shoulder improvements, complete
streets, green streets (green infrastructure), traffic calming, and bridge replacement. Local gas tax
is also used to leverage local, state and federal grant funds. Last year for every $1 dollar we spent
on staff time to prepare grant applications, we were able to get $17 dollars in return. This resulted
in successfully securing $5,080,000 at a cost of $300,900.
4-14-16 TWIC Packet Page Number 50 of 107
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 175
Without having gas tax as required local match money to go after grants, the County would miss
an opportunity to obtain additional outside funding to help construct much needed safety,
maintenance, and multi-modal transportation improvements.
• Traffic Operations – Gas tax fully funds the Traffic Operations Section. This section is
responsible for traffic safety investigations, traffic operational improvements, traffic signal
timing, traffic signal maintenance and upgrades, traffic data collection, Neighborhood Traffic
Calming Program, traffic collision evaluations, encroachment investigations, speed surveys,
traffic resolutions, parking restrictions, traffic impact evaluations from new development, CHP
coordination, truck restrictions, permit load requests, State coordination, and public assistance.
• Road Administrative Functions – The gas tax funds several administrative functions that
support the County’s road program. These include the Development Impact fee program,
self-insurance (Risk Management), Road Finance Functions, Transportation Planning
(Department of Conservation and Development), Utility Undergrounding Program (Rule 20A
Funds), transportation planning studies, interagency coordination, state coordination, public
meetings, project development, alignment studies, Road Records, County Counsel, claim
investigations, and Public Assistance.
What’s currently going on with the gas tax?
Two parts to the gas tax exist: Gas Excise Tax (volume based) and Price-Based Excise Tax (price
based):
• Gas Excise Tax (volume based) – has not been raised since 1993. The Construction Cost Index
has increased 71% from 1993. The purchasing power of the 18 cent gas tax in 1993 has been
reduced to 9 cents in 2016 due to inflation. The gas excise tax is based on the amount (gallon) of
gas purchased and is not based on the price of gas. Although there are more vehicles on the road,
the gas tax generated has remained relatively flat due to the improvement in fuel economy in
vehicles and more electric vehicles on the road. Electric vehicles are essentially using the road
network for free. Although great for the environment, this trend has had a major impact on
agencies responsible for properly maintaining and improving the transportation network.
• Price-Based Excise Tax – This part of the gas tax is dependent on the price of gas. If the prices
are high, the sales tax generated increases. When gas prices drop, so does the sales tax portion of
gas tax. So if gas prices have only dropped 50%, why is the County’s gas tax show a decline of
81%? This inequality comes from the gas tax swap agreed to several years ago. From the sales tax
based gas tax, the State takes $1 billion off the top to pay for General Obligation Transportation
Bonds. During the tough economic times, the State was looking for General Fund relief and
switched the obligation for paying these General Obligation Transportation Bonds from the
General Fund to Gas Tax. When gas prices are high, the impact of removing $1 billion off the top
is minimal, but when gas prices are low, the pot of money is small and is even made smaller by
continuing to take the $1 billion off the top. The $1 billion is a fixed amount for bond debt
service.
The Governor called for a special session of the California Legislature to address transportation
funding; however, there has been limited progress in finding a solution. There are currently three
proposals to address transportation funding: SBX1 1 (Beall), AB 1591 (Frazier), Governor’s Plan
as of September 6, 2015. These proposals would generate $24 million (SBX1 1), $27 million
(AB1591), and $12.6 million (Governor’s Plan). These amounts are in addition to the revenues
4-14-16 TWIC Packet Page Number 51 of 107
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 176
currently being received. A detailed description of the three proposals is attached.
What are the impacts to unincorporated County roads?
• The County has seen a significant reduction in State gas tax used to operate and maintain our
local unincorporated road network. Although we have seen a slight increase in the volume based
gas tax, this increase is far short of the drastic reduction we have seen in the sales tax portion of
gas tax.
• To address the gas tax revenue reduction, the Public Works Department is proposing a project
delay strategy that delays the construction of several projects for one to two years in anticipation
that the State Legislature will agree on a transportation funding fix. However, if the State
Legislature fails to act within the two year window, the County will likely need to indefinitely
delay several projects and lose the already secured grant funds associated with those projects.
• The following are the main projects and road program activities impacted by the proposed
project delay strategy:
- Delay construction of Kirker Pass Road Northbound Truck Lanes one year with work
beginning in 2019; Reduce gas tax allocations for local match starting this fiscal year and
next. If State Transportation Improvement Funds (also gas tax) are permanently cut by the
California Transportation Commission for this project, the County will not have the capacity
to make up the difference and the project will be delayed indefinitely.
- Delay the Byron Main Street Sidewalk Improvement Project, Pomona Street
Pedestrian Safety Enhancements, and Tara Hills Pedestrian Infrastructure Project one
year. Continue funding the completion of the design of the project, but delay construction
funding.
- Eliminate seed money for Vasco Road Safety Improvement Project Phase II.
- Delay the Bay Point Asphalt Rubber Cape Seal project. The bids were recently opened
for the project. However, with the new gas tax revenue projections, we did not have the $1.7
million funding to move this project forward. We will move forward with the ADA Curb
Ramp Upgrades Project in the same Bay Point neighborhood in preparation for when the
delayed Rubber Cape Seal project will be put out to bid in the next couple of years if the
State Legislature finds a transportation funding fix.
- Reduce the gas tax allocation for Orwood Bridge Construction Engineering overage
reserve. Caltrans has been disputing project expenditures for both the Construction
Engineering and Environmental expenditures. At this moment, it appears only $600,000 in
Environmental expenditures are in dispute. If the Environmental expenditures dispute is
resolved, that would free up the $600,000 reserve.
- Reduced insurance reserve to $500,000. This amount is difficult to predict and in the recent
past has come in at $1.6 million and $1.8 million.
- Holding off on back-filling vacated positions supported by the State gas tax.
- Will be shifting some County Road Crews from gas tax supported road work to Flood
Control District facilities to reduce gas tax expenditures. Gas tax allocation to Road
4-14-16 TWIC Packet Page Number 52 of 107
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 177
Control District facilities to reduce gas tax expenditures. Gas tax allocation to Road
Maintenance has been reduced by $2.5 million from historic levels.
- Reduce grant match funding and forego applying for some upcoming grants.
• The actions summarized above are the main highlights. With these actions along with other
minor budget adjustments, we have balanced the current fiscal year road budget. We are currently
short approximately $700,000 for the fiscal year 2016/17 road budget. We will continue to seek
additional budget adjustments and funding to make up the difference.
• We realize that these actions will have an impact to motorists, cyclists, pedestrians, transit
operations, and goods movement and we will continue to look for efficiencies and strategic
allocations of the limited gas tax to keep the unincorporated County road network operating
safely, efficiently, and reliably.
[Note from TWIC Staff: Information regarding transportation funding proposals at the state are
also addressed under Item 7: Report on Local, State, and Federal Transportation Related
Legislative Issues]
Recommendation(s)/Next Step(s):
ACCEPT report on the impacts to County transportation projects from the declining State gas tax;
DIRECT the Public Works Director to make modifications to the current draft of the Capital Road
Improvement and Preservation Program currently being routed for review to reflect the reduced
gas tax revenues; and ACKNOWLEDGE that unless the State approves a transportation funding
fix, the projects currently recommended to be delayed, will be deferred indefinitely, road deferred
maintenance will continue to increase and our aging transportation infrastructure will cost more to
fix in the future.
Fiscal Impact (if any):
If the projects move forward, there will be insufficient funds to pay contractors for work
performed.
Attachments
Summary 2016
4-14-16 TWIC Packet Page Number 53 of 107
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 178
Appendix D: Area of Benefit Maps and Project Lists
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 179
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 180
HOW DOES THE AREA OF BENEFIT PROGRAM FIT INTO THE CRIPP?
As explained in the CRIPP Introduction and Background section, the CRIPP is a planning
document for known potential projects in the next 7 years.
The Area of Benefit Program (AOB) is just one potential funding source for County road
projects. Some of these road improvement projects are funded by AOB revenues,
provided those projects are on the approved AOB project list.
Not all projects on the AOB project lists will appear in the CRIPP. Some of the projects on
the AOB project lists fall outside of the 7 year planning window and therefore are not
included in the CRIPP project lists.
Each AOB project list was approved with each respective AOB ordinance. In order to
update an AOB project list, a separate update process will need to occur. Projects within
each AOB program may be removed or added when each AOB ordinance is updated and
adopted by the Board of Supervisors. The update of a CRIPP is not the process in which
the County updates an AOB.
For reference, the following information for each adopted Area of Benefit is included:
Ordinance number
Approved/Proposed Project List
Boundary for the Area of Benefit
The AOB program is constantly being updated. The updates include revising the AOB
project list. At the time of the CRIPP development, several AOB programs were in the
process of being updated. The draft proposed project lists for these AOB programs are
presented in the 2015 CRIPP. These proposed project lists are in draft form and have not
yet been finalized or adopted by the Board of Supervisors.
For more information about the Areas of Benefit, contact Mary Halle at (925) 313-2000.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 181
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 182
Appendix D - 1
Alamo Regional Area of Benefit
Proposed Project List Schedule
Pending Alamo AOB update expected in 2016.
Item Location Description Project Status
1 Downtown Alamo Construct pedestrian safety improvements. Incomplete
2 Stone Valley Road from Stone
Valley Way to High Eagle Road
Widen to accommodate 2 travel lanes and
shoulders Complete
3 Stone Valley Road from High
Eagle Road to Roundhill Road
Widen to accommodate 2 travel lanes and
shoulders and a left turn lane at Roundhill Road Complete
4 Stone Valley Road form Roundhill
Road to Glenwood Court
Widen to accommodate 2 travel lanes and
shoulders Complete
5 Livorna Road, Stone Valley Road,
and Danville Boulevard Construct pedestrian and bicycle improvements.Incomplete
6 Alamo Schools
Construct pedestrian safety improvements at
Stone Valley Middle School, Alamo Elementary
School, and Rancho Romero Schools.
Incomplete
7
Miranda Avenue from Stone
Valley Road to Stone Valley
Middle School
Construct pedestrian and bicycle improvements.Incomplete
8 Danville Boulevard at Hemme
Avenue Intersection improvements.Incomplete
Check AOB fees at http://www.cccounty.us/AOB
Alamo Area of Benefit Boundary
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 183
Appendix D - 2
Bay Point Area of Benefit
Proposed Project List Schedule
Pending Bay Point AOB update expected in 2016.
Item Location Description Project Status
1 Willow Pass Road Signalize EB and WB off-ramps at west interchange of SR4 Incomplete
2 Willow Pass Road Intersection improvements at Willow Pass Road and Evora
Road to facilitate traffic flow to WB SR 4.Incomplete
3 Willow Pass Road Restriping from Bailey Road to Pittsburg City Limits to
improve capacity.Incomplete
4 Willow Pass Road Bailey Road intersection improvements.Incomplete
5 Port Chicago
Highway
Widen to accommodate bicycle and pedestrian
improvements from Driftwood Drive to west of McAvoy
Road.
Incomplete
6 Port Chicago
Highway Realign from west of McAvoy Road to Skipper Road.Incomplete
7
Port Chicago
Highway & Willow
Pass Rd
Intersection
Construct multi-modal safety improvements through
intersection from Lynbrook Drive to Weldon Street.Incomplete
8 Driftwood Drive Construct pedestrian and bicycle safety improvements from
Port Chicago Highway to Alves Lane extension.Incomplete
9 Pacifica Avenue Extend roadway from Port Chicago Highway to Alves Lane
extension.Incomplete
10 Alves Lane Extend roadway from Willow Pass Road to Pacifica Avenue
extension.Incomplete
11 Bailey Road Bicycle and pedestrian improvements from Willow Pass
Road to Canal Road.Incomplete
12 Bailey Road Bicycle and pedestrian improvements from Canal Road to
BART.Incomplete
13 Loftus Road Construct bicycle and pedestrian safety improvements from
Canal Road to Willow Pass Road.Incomplete
Check AOB fees at http://www.cccounty.us/AOB
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 184
Appendix D - 3
Bay Point Area of Benefit Boundary
Clyde
Bay Point
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 185
Appendix D - 4
Bethel Island Area of Benefit
Proposed Project List Schedule
Pending Bethel Island AOB update expected in 2016.
Item Location Description Project Status
1 Bethel Island Rd.Add bicycle and pedestrian improvements from Wells Rd to
Sandmound Blvd.Incomplete
2 Sandmound Blvd.Add bicycle and pedestrian improvements from Oakley City
Limits to Mariner Rd.Incomplete
3 Sandmound Blvd.Add bicycle and pedestrian improvements from Mariner Rd to
Cypress Rd.Incomplete
4 Gateway Rd.Add bicycle and pedestrian improvements from Bethel Island
Rd to Piper Rd.Incomplete
5 Piper Rd.Add bicycle and pedestrian improvements from Gateway Rd
to Willow Rd.Incomplete
Check AOB fees at http://www.cccounty.us/AOB
Bethel Island Area of Benefit Boundary
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 186
Appendix D - 5
Briones Area of Benefit
Project List Schedule
Current Ordinance 88-27
Item Location Description Project Status
1 Alhambra Valley Road
Realign curves at Ferndale Road (mile post 5.6), Main
Road (mile post 6.2), and 4000 feet northwest of Bear
Creek road (mile post 2.9)
Incomplete
Check AOB fees at http://www.cccounty.us/AOB
Briones Area of Benefit Boundary
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 187
Appendix D - 6
Central County Area of Benefit
Project List Schedule
Current Ordinance 95-32
Item Location Description Project Status
1 Taylor Boulevard Safety and capacity improvements from Pleasant
Hill Road to Boyd Road Incomplete
2 Pleasant Hill Road / Taylor
Boulevard
Safety and Capacity improvements to existing
intersection Incomplete
3 Bailey Road Remove and replace existing bridge. New bridge
adequate for standard two-lane arterial Complete
4
Rudgear Road / San Miguel
Drive / Walnut Boulevard /
Mountain View Boulevard
Safety Improvements Incomplete
5 San Pablo Dam Road / Bear
Creek Road Construct Signal (County share)Complete
6 Paso Nogal / Golf Club Road Improve intersection Complete
7 Evora Road Extension Construct new road from Willow Pass Road
(Concord) to Port Chicago Highway Incomplete
Check AOB fees at http://www.cccounty.us/AOB
Central County Area of Benefit Boundary
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 188
Appendix D - 7
Discovery Bay Area of Benefit
Project List Schedule
Current Ordinance 97-27
Item Location Description Project Status
1 Byron Hwy Construction of Improvements at Byron
Elementary School Incomplete
2 Byron Hwy at SR4
(Phase 1)
Construct signal and interim intersection
improvements Complete
3 Byron Hwy at SR4
(Phase 2)Construction of ultimate intersection improvements Incomplete
Check AOB fees at http://www.cccounty.us/AOB
Discovery Bay Area of Benefit Boundary
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 189
Appendix D - 8
East County Regional Area of Benefit
Project List Schedule
Current Ordinance 2013-26
Item Location Description Project Status
1 Vasco Rd/Camino
Diablo intersection Construct intersection improvements.Incomplete
2 Marsh Creek Rd Construct safety improvements.Incomplete
3 Chestnut Street Widen roadway from Sellers Avenue to Byron Hwy.Incomplete
4 Delta Road Widen roadway from Byron Highway to Holland Tract Rd.Incomplete
5 Knightsen Ave & Eden
Plains Rd Widen roadway from Delta Rd to Chestnut St.Incomplete
6 Sunset Rd Widen roadway from Sellers Ave to Byron Hwy.Incomplete
7 Byron Highway Widen roadway from Camino Diablo to the Alameda
County Line.Incomplete
8 Byron Highway Construct two way left turn lane at Byron Elementary
School.Incomplete
9 SR 4/Byron Highway
intersection
Widen southern intersection of Byron Highway with SR 4
(Phase 2).Incomplete
10 Knightsen Avenue Widen roadway from East Cypress Rd to Delta Rd.Incomplete
11 Delta Road Widen roadway from Sellers Ave to Byron Highway.Incomplete
12 Sellers Avenue Widen roadway from Delta Rd to Chestnut St.Incomplete
13 Sellers Avenue Widen roadway from Main canal to Marsh Creek Rd.Incomplete
14 Byron Highway Widen roadway from Delta Rd to Chestnut St.Incomplete
15 Byron Highway Widen roadway from Chestnut St to SR 4.Incomplete
16 Byron Highway Widen roadway from SR 4 to Camino Diablo.Incomplete
17 Camino Diablo Widen roadway from Vasco Rd to Byron Highway.Incomplete
18 Knightsen Ave/Delta Rd
intersection Construct intersection improvements.Incomplete
19 Byron Highway/Camino
Diablo intersection Construct intersection improvements.Incomplete
20
Byron Highway/SR 4
/Point of Timber
intersection
Construct intersection improvements.Incomplete
21 Sellers Ave/Marsh
Creek Rd intersection Construct intersection improvements.Incomplete
22 Balfour Rd/Byron
Highway intersection Construct intersection improvements.Incomplete
23 Sellers Ave/Sunset Rd
intersection Construct intersection improvements.Incomplete
24 Sellers Ave/Chestnut St
intersection Construct intersection improvements.Incomplete
25 Sellers Ave/Balfour Rd
intersection Construct intersection improvements.Incomplete
Check AOB fees at http://www.cccounty.us/AOB
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 190
Appendix D - 9
East County Regional Area of Benefit Boundary
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 191
Appendix D - 10
Hercules / Rodeo / Crockett Area of Benefit
Project List Schedule
Current Ordinance 88-27
Item Location Description Project Status
1 Pomona Street Widen to provide shoulder from Crockett
Boulevard to 2nd street Complete
2 Pomona St / Winslow Ave /
Carquinez Scenic Alignment Study Incomplete
3 Crockett Boulevard
Widen to three lane arterial to provide for truck
climbing lane from Pomona Street to Cummings
Skyway
Complete
4 San Pablo Ave Modify signal at Union Oil entrance Complete
5 Pomona St Modify signal at 2nd Ave Complete
6 Parker Ave / San Pablo
Avenue / Willow Intersection Modify intersection and install signal Complete
7 Parker / Fourth Modify intersection and install signal Complete
8 Willow / Hawthorne Modify intersection and install signal Complete
Check AOB fees at http://www.cccounty.us/AOB
Hercules / Rodeo / Crockett Area of Benefit Boundary
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 192
Appendix D - 11
Martinez Area of Benefit
Project List Schedule
Current Ordinance 95-38
Item Location Description Project Status
1 Alhambra Valley Road Safety and capacity improvements from Martinez City
Limits to Ferndale Road Incomplete
2 Alhambra Valley Road Realign curves at Ferndale Road Complete
3 Pacheco Boulevard Realign grade crossing with AT&SF Incomplete
4 Pacheco Boulevard Widen arterial standard Incomplete
Check AOB fees at http://www.cccounty.us/AOB
Martinez Area of Benefit Boundary
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 193
Appendix D - 12
North Richmond Area of Benefit
Project List Schedule
Current Ordinance 94-3
Item Location Description Project Status
1 Parr Blvd Widen road between from Richmond Parkway, east
to AT&SF RR tracks Incomplete
2 Brookside Blvd Widen roadway; acquire ult. R/W at some locations; Incomplete
3 Pittsburg Ave / Extension Widen existing road & extend easterly to Third
Street* along property lines Incomplete
4 Third St Realignment*
Widen and realign Goodrick Avenue or Third Street*
to provide north-south circulation with only one
intersection with Parr Boulevard
Incomplete
* Third Street was renamed to Fred Jackson Way
Check AOB fees at http://www.cccounty.us/AOB
North Richmond Area of Benefit Boundary
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 194
Appendix D - 13
Pacheco (West Concord) Area of Benefit
Proposed Project List Schedule
Pending West Concord AOB update expected in 2016.
Item Location Description Project Status
1 Pacheco Boulevard and Muir
Road
Construct 2nd right turn lane and
reconstruct/relocate bike pedestrian and traffic
signal improvements
Incomplete
2 Pacheco Boulevard and
Center Avenue
Improve traffic circulation improvements at the
intersection of Pacheco Boulevard and Center
Avenue
Incomplete
3 Pacheco Boulevard from
Arnold Drive to Muir Road
Construct bike lanes from Arnold Drive to Muir
Road Incomplete
4
Center Avenue from Pacheco
Boulevard to Buchanan Field
Road
Construct bike lanes on Center Avenue from
Pacheco Boulevard to Buchanan Field Road Incomplete
5 Center Avenue from Berry
Drive to Marsh Drive
Construct sidewalk on Center Avenue from Berry
Drive to Marsh Drive Incomplete
6
Marsh Drive from Center
Avenue to the bridge near the
Iron Horse Regional Trail
Construct shoulders and bike lanes along Marsh
Drive from Center Avenue to Iron Horse Trail Incomplete
7
Concord Avenue from Contra
Costa Boulevard to the Iron
Horse Regional Trail
Construct a shared-use path along Concord
Avenue starting near Contra Costa Boulevard to
the Iron Horse Regional Trail
Incomplete
Check AOB fees at http://www.cccounty.us/AOB
Pacheco (West Concord) Area of Benefit Boundary
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 195
Appendix D - 14
Richmond / El Sobrante Area of Benefit
Project List Schedule
Current Ordinance 91-27
Item Location Description Project Status
1 San Pablo Dam Road Construct signal at Castro Ranch Rd Complete
2 Appian Triangle Construct new intersection Complete
3 San Pablo Dam Road Dual left turn lanes at Appian Way Complete
4 Appian Way Construct signal at Manor Rd Complete
5 San Pablo Dam Road Construct signal at Milton Drive Complete
6 Valley View Rd.Construct signal at May Rd Complete
7 Appian Way Construct signal at Pebble Drive Incomplete
8 Castro Ranch Road Widen from San Pablo Dam Rd to Olinda Rd Incomplete
9 El Portal Widen from I-80 to San Pablo Dam Rd Incomplete
10 San Pablo Dam Road Construct middle turn lane from Appian Way to Castro
Ranch Rd Incomplete
11 Appian Way Construct signal at Allview Ave Complete
12 San Pablo Dam Road Construct signal at Clark Rd Complete
13 Appian Way Construct ultimate improvements from Valley View Rd to
Pinole Incomplete
14 San Pablo Dam Rd. Construct improvements from Richmond to Appian Way Incomplete
15 San Pablo Dam Rd. Construct signal at Greenridge Drive Incomplete
16 Appian Way Construct ultimate improvements from Valley View Rd.
to San Pablo Dam Rd Incomplete
17 Appian Way Construct signal at La Paloma Rd Complete
18 El Portal Construct signal at Barranca Incomplete
Check AOB fees at http://www.cccounty.us/AOB
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 196
Appendix D - 15
Richmond / El Sobrante Area of Benefit Boundary
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 197
Appendix D - 16
South County Area of Benefit
Project List Schedule
Current Ordinance 96-27
Item Location Description Project Status
1 Camino Tassajara Improve County portion to two lane rural highway
standard Incomplete
2 Crow Canyon Road Various safety and capacity improvements, including a
truck climbing lane Incomplete
Check AOB fees at http://www.cccounty.us/AOB
South County Area of Benefit Boundary
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 198
Appendix D - 17
South Walnut Creek Area of Benefit
Project List Schedule
Current Ordinance 94-72
Item Location Description Project Status
1 Olympic Boulevard Widen from Tice Valley Boulevard to I - 680 Complete
Check AOB fees at http://www.cccounty.us/AOB
South Walnut Creek Area of Benefit Boundary
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 199
Appendix D - 18
West County Area of Benefit
Project List Schedule
Current Ordinance 95-37
Item Location Description Project Status
1 Appian Triangle Widen to 4-lane arterial standard Incomplete
2 El Portal Drive Widen to 4-lane arterial standard from San Pablo
Dam Road to I-80 Incomplete
3 Milton Drive at San Pablo Dam
Rd Construct Signal Complete
4 San Pablo Dam Road at
Appian Way
Modify intersection to dual left turn onto Appian
Way Complete
5 San Pablo Dam Road Construct fifth lane from Appian Way to Castro
Ranch Road Incomplete
6 Arlington Improve intersections at Amherst and Sunset and
install signals Incomplete
Check AOB fees at http://www.cccounty.us/AOB
West County Area of Benefit Boundary
- Area Excluded from West County AOB
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 200
RECOMMENDATION(S):
APPROVE termination of the call center contract between the County and the Health Benefit Exchange
(HBEX), effective December 31, 2016, and AUTHORIZE the Chair of the Board of Supervisors to issue a
ninety-day termination notice to the State.
1.
ACKNOWLEDGE that the State’s actions to reduce the FY 2016/17 HBEX budget by over $10 million may
result in layoffs of County staff;
2.
ACKNOWLEDGE and REAFFIRM the Board of Supervisors’ policy prohibiting the use of County General
Purpose Revenue to back-fill State revenue cuts;
3.
DIRECT the Employment and Human Services Department to work closely with Human Resources and our
Union labor partners to transition affected employees to alternative County employment;
4.
DIRECT the Employment and Human Services Department to prepare for consideration by the Board of
Supervisors on September 13, 2016, a lay-off resolution necessary to carryout Board action on the Health
Benefit Exchange Call Center contract; and
5.
ACKNOWLEDGE Resolution No. 2008/299 adopted May 6, 2008, authorizing the Human Resources
Department to implement the Tactical Employment Team Program (TETP), whose objective is to mitigate the
negative impact that anticipated layoffs will have on County employees.
6.
FISCAL IMPACT:
The Health Benefits Exchange contract is 100% State reimbursable, via
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
Contact: Kathy Gallagher, Employment and
Human Services Director (925) 313-1579
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of
Supervisors
By: June McHuen, Deputy
cc: Labor Relations (for Union distribution), Lisa Lopez, Assistant Director of Human Resources, Enid Mendoza, Senior Deputy County Administrator
D.5
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:California Health Benefit Exchange Contract
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 201
FISCAL IMPACT: (CONT'D)
Federal funds as authorized under the Affordable Care Act. The FY 2016/17 original budget amount for this
contract was up to $14,411,972. The State has reduced the contract to a maximum of $4 million for FY 16/17 (a
72% reduction from the originally approved budget). The $4 million revenue is projected to be sufficient to
continue operations through November 30, 2016, followed by the closure of the facility and termination of the
contract with Health Benefit Exchange effective December 31, 2016. The Board’s approval to terminate the
contract effective December 31, 2016 will support the department’s efforts to prevent impacts to other
departmental budgets and the County’s general fund.
BACKGROUND:
On September 18, 2012, the Board of Supervisor's authorized the Employment and Human Services Interim
Director to discuss the parameters of a partnership with the Health Care Exchange Board to establish a Call Center
to provide enrollment and eligibility services to consumers, and to bring information gathered back to the Board.
On December 4, 2012, the Board of Supervisors accepted an update on the progress made and authorized the
Employment and Human Services Interim Director to determine whether to submit a proposal to the State of
California for operation of a Health Benefit Exchange (HBEX) Call Center and, if competitive, submit the
proposal by the due date. All costs of the program were to be reimbursed by the State of California.
On December 7, 2012, the Employment and Human Services Department (EHSD) submitted a proposal to the
State of California's Request for Offers (RFO) to operate a Health Benefit Exchange Call Center within Contra
Costa County.
On January 18, 2013, the Health Benefit Exchange/Covered California announced their decision to partner with
Contra Costa County to operate a County-run Call Center.
On March 15, 2013, the Board of Supervisors authorized the Employment and Human Services Director to
execute a contract with the State of California for call center services through January 31, 2015. The fiscal impact
statement affirmed that 100% of the cost of the Health Benefit Exchange Call Center were to be covered by the
State of California, via Federal Funds, authorized under the Affordable Care Act. No County general purpose
revenue would be used to support the Call Center.
On January 13, 2015, the Board of Supervisors authorized the Chair of the Board of Supervisors to execute a
contact with the State of California to continue the providing call center services through June 30, 2017. The
following contract payment limits were established in this contract for the following terms:
February 1, 2015 through June 30, 2015 - $5,575,464
July 1, 2015 through June 30,2016 - $13,766,962
July 1, 2016 through June 30,2017 - $14,411,999
EHSD has continuously and successfully operated the Call Center, following the contract’s budget detail and
payment provisions to ensure no outlay of County general funds.
On May 5, 2016 EHSD was notified by Covered California that the call center contract would not be renewed past
the June 30, 2017 termination date. At that time, EHSD implemented a "ramp-down" plan, including a transition
plan for staff, in collaboration with the Human Resources Department (HR), Workforce Development Board, and
State of California Personnel Department. Workshops on “Finding Employment with the State of California”,
“Résumé Building”, “Interview Skills and Techniques”, “Networking”, “Tech Tools” have been offered to staff
as part of this transition plan. Additional workshops on “Transfers and Promotions” and “Comparable
Classifications and Transfers” are scheduled in August.
On July 29, 2016 the Employment and Human Services Department received notification from Covered
California that the contracted budget amount for this contract will be reduced to a maximum of $4 million for FY
16/17, a 72% reduction from the approved budget of $14,411,972. The reduced revenue is projected to be
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 202
insufficient to continue operations through June 30, 2017. Therefore, the contract must be terminated early under
the Termination Without Cause clause of the contract (Exhibit D, Section B), with at least 90 days written notice.
Due to the state’s short notice of the contract’s budget reduction the County will need to deploy an expedited
“ramp down” plan, which will result in greater staff impacts than previously anticipated with the June 30, 2017
termination date. Although the staff transition plan efforts have already supported transfers within the County and
employment opportunities with the State and private employers, many permanent positions are still filled. The
County is committed to continue supporting permanent employees impacted by the early termination of the
contact, but also recognize the challenges of an expedited “ramp down” and anticipate layoffs may be necessary.
The list below specifies the number of affected positions within each classification and labor union.
Professional and Technical Engineers, IFPTE, Local 21
Employment and Human Services Division Manager - 2
AFSCME Local 512, Professional and Technical Employees
Exchange Customer Service Supervisor – 12
Social Service Staff Development Specialist – 1
Social Service Staff Development Specialist Project – 1
Clerical Supervisor – 1
SEIU Local 1021, Rank and File Unit and Service Line Supervisors Unit
Exchange Call Center Quality Assurance Monitor – 1
Exchange Customer Service Agent I – 150
Exchange Customer Service Agent II – 29
AFSCME Local 2700, United Clerical, Technical and Specialized Employees
Clerk - Experienced Level – 3
Secretary - Journey Level – 1
Unrepresented Management
Personnel Services Assistant III – 1
Tactical Employment Team Program (TETP) - Attached for reference is a copy of Resolution No. 2008/299,
adopted May 6, 2008, which authorized implementation of the Tactical Employment Team Program. The TETP
was reinstated in 2008 and is still in operation. The objective of this program is to mitigate the negative impact
that anticipated layoffs will have on the County’s workforce. The team is up and running and will continue to
work towards finding employment for as many laid-off individuals as possible.
CONSEQUENCE OF NEGATIVE ACTION:
If the Letter of Notification to the California Health Benefits Exchange of the County’s intent to terminate the
contract is not issued timely, the County’s general fund could be negatively impacted by expenses of over $10
million with no offsetting revenue.
CHILDREN'S IMPACT STATEMENT:
The California Health Benefits Exchange contract supports all five of the community outcomes established in the
Children's Report Card: 1) "Children Ready for and Succeeding in School"; 2) "Children and Youth Healthy and
Preparing for Productive Adulthood", 3) "Families that are Economically Self Sufficient"; 4) "Families that are
Safe, Stable and Nurturing"; and, "Communities that are Safe and Provide a High Quality of Life for Children and
Families" by providing the opportunity for children and families to obtain and retain health care coverage.
ATTACHMENTS
CCC Covered California Budget Reduction Letter from State
Resolution No. 2008/299 - Tactical Employment Team Program
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 203
August 16, 2016Contra Costa County Board of Supervisors Official Minutes204
August 16, 2016Contra Costa County Board of Supervisors Official Minutes205
August 16, 2016Contra Costa County Board of Supervisors Official Minutes206
August 16, 2016Contra Costa County Board of Supervisors Official Minutes207
August 16, 2016Contra Costa County Board of Supervisors Official Minutes208
August 16, 2016Contra Costa County Board of Supervisors Official Minutes209
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 210
RECOMMENDATION(S):
ACCEPT the final Chevron Richmond Refinery third-party safety evaluation.
FISCAL IMPACT:
No expect fiscal impact.
BACKGROUND:
After the August 6, 2012 Chevron Richmond Fire where approximately 15,000 people sought medical attention, it
was decided that a third-party safety evaluation under the Richmond Industrial Safety Ordinance be performed. An
oversight committee was established that consisted of representatives from the Richmond community, United Steel
Workers, the Building Trades, the City of Richmond and the County Hazardous Materials Programs. The Oversight
Committee worked with County staff in developing the Scope of Work, a Request for Proposal, and selecting a
third-party consultant, Process Improvement Institute (PII), to perform the safety evaluation.
The scope of work included performing a safety culture assessment, assessing Chevron’s Human Factors Program,
and evaluating the refinery’s management systems. PII was at the refinery over three weeks during the months of
September through
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Randy Sawyer,
925-335-3210
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Tasha Scott, M Wilhelm, Randy Sawyer
D.6
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Hazardous Materials Incident Notification Policy
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 211
BACKGROUND: (CONT'D)
November 2013. PII reviewed the refinery’s documentation, performed interviews, and did field inspections and
verifications. PII also worked with Towers Watson on performing a Safety Culture survey that was done in
November and December 2013.
PII completed the draft report on November 20, 2015 after extensive review and verifying that the information
was factual. The Hazardous Materials staff presented the report to the Oversight Committee for comment, opened
a 45-day public comment opportunity, and held a public meeting on February 10, 2016 to discuss the report. One
comment was received from the Chevron Richmond Refinery.
The report includes 37 recommendations for Chevron to improve the refinery’s process safety. There were two
years between when PII performed its onsite evaluation of the refinery and issuing the final draft of the report.
Since that onsite evaluation, Chevron has made multiple changes and in many cases has addressed the concerns
raised in the report. Because of the time lapse from the onsite evaluation and this draft, some of the actions that
Chevron has already taken or are planning to take to address the findings may not be the same as what PII is
recommending. Contra Costa Health Services staff has reviewed the actions that Chevron has taken or is taking to
determine if these actions address the findings and the concerns raised in the report, and when the action is
different than what PII recommends that action provides equal or better protection than the recommendation from
the report.
Contra Costa Health Services staff has worked with Chevron staff on developing an action plan to address the
findings of the report. Contra Costa Health Services staff is reviewing the actions that have been completed and
will continue to following up at Chevron until all actions as laid out in the action plan are complete.
CONSEQUENCE OF NEGATIVE ACTION:
The report will not be accepted by the Board.
CLERK'S ADDENDUM
Speaker: Walt Gill, resident of Richmond.
ATTACHMENTS
Final Report
CUSA Letter
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 212
Final Report:
Safety Evaluation of the Chevron
Richmond Refinery
August 16, 2016
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 213
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 214
Final Report:
Safety Evaluation of the Chevron
Richmond Refinery
Conducted on behalf of
Contra Costa Health Services Hazardous Materials Programs
by:
Process Improvement Institute, Inc.
1321 Waterside Lane
Knoxville, TN 37922 USA
Phone: +1-865-675-3458
Fax: +1-865-622-6800
www.piii.com
May 16, 2015
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 215
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
ii
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 216
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
iii
NOTICE
Contra Costa Health Services Hazardous Materials Programs (shortened in this report to
CCHMP) contracted Process Improvement Institute, Inc. (PII) to lead and to document the
Safety Evaluation of the Chevron Refinery in Richmond, CA. To accomplish this, an audit team
of PII staff, supported and overseen by CCHMP staff, reviewed documents, interviewed
selected personnel, performed surveys, and performed field visits in order to identify existing
process safety practices at the refinery. PII prepared this report to document the results of the
Safety Evaluation for the benefit of CCHMP and the people of the communities that they
represent. Neither PII, CCHMP, nor any person acting in their behalf makes any warranty
(express or implied), or assumes any liability to any third party, with respect to the use of any
information or methods disclosed in this report. Any third-party recipient of this report, by
acceptance or use of this report, releases PII and CCHMP from liability for any direct, indirect,
consequential, or special loss or damage, whether arising in contract, tort (including negligence),
or otherwise.
PII and its employees, subcontractors, consultants, and other assigns cannot, individually or
collectively, predict what will happen in the future. Although the Safety Evaluation team made a
reasonable effort, based on the scope of work and the information provided by Chevron and its
employees, to evaluate the safety implementation, management systems, and culture at the
Richmond Refinery, it is statistically likely that there are potential findings and deficiencies that
are not addressed in this study. If the recommendations of this study are followed, the
frequency and/or consequences of accidents and abnormal events should decrease; however,
even if all the recommendations are followed, accidents and abnormal events may still occur in
the refinery. Chevron should independently evaluate the recommendations made in this study
(and alternatives to them) to ensure that implementing them will not create unacceptable risks
and that safe practices and management of change procedures are followed when any change
is implemented. This work was performed in accordance with our understanding of best
practices in process safety implementation. PII accepts no liability for any regulatory action or
legal liability that may occur at the Richmond Refinery or at any other Chevron USA facility.
ACRONYM USE – Because of its technical nature, acronyms are used throughout this report.
The technical term is spelled out at first use and the acronym is used thereafter. Readers may
consult the glossary in the appendices for acronym definitions.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 217
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
iv
TABLE OF CONTENTS
NOTICE ........................................................................................................................................................ III
TABLE OF CONTENTS .............................................................................................................................. IV
1 EXECUTIVE SUMMARY .................................................................................................................... 1
2 INTRODUCTION ................................................................................................................................. 5
2.1 Objectives.................................................................................................................................................... 5
2.2 Background ................................................................................................................................................. 5
2.3 Project Timing and Project Report Considerations....................................................................................... 5
2.4 Why Is Process Safety Culture Important ..................................................................................................... 6
2.5 What Is Process Safety Culture .................................................................................................................... 7
2.6 What Are Human Factors (HF) ..................................................................................................................... 7
2.6.1 Definitions Related to Human Factors ........................................................................................................ 8
2.6.2 Types of Human Error ................................................................................................................................. 8
2.6.3 Human Factor Categories ........................................................................................................................... 9
2.6.4 Statistical Limits of Control of Human Error Rates ................................................................................... 11
2.7 What Is Process Safety Management (PSM) and What Are Best Practices in PSM ..................................... 12
3 SCOPE AND APPROACH ............................................................................................................... 15
3.1 Overview ................................................................................................................................................... 15
3.2 Workgroup Definitions .............................................................................................................................. 16
3.3 Evaluation of Management Systems and Human Factors .......................................................................... 16
3.4 Evaluation of Process Safety Culture ......................................................................................................... 17
3.4.1 Field Observation (Site Data) .................................................................................................................... 17
3.4.2 Individual Interviews ................................................................................................................................ 17
3.4.3 Written Process Safety Culture Surveys ................................................................................................... 18
3.5 Data Collection Process and Limitations .................................................................................................... 18
3.5.1 Document Request and Auditor Review Process ..................................................................................... 19
3.5.2 Individual Safety Culture Interviews, Random Selection Process ............................................................ 19
3.5.3 Third-Party Influence on the Field Data Collection................................................................................... 20
3.5.4 General Fulfillment of Interviews, Walk-downs, Control Room Visits, and General Data Requests ........ 21
3.5.5 Constrained and Guarded Responses ....................................................................................................... 21
3.5.6 Overall Limitations of Data Collected and Results .................................................................................... 21
4 EVALUATION AND FINDINGS ........................................................................................................ 23
4.1 Process Safety Management Systems ........................................................................................................ 23
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 218
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
v
4.1.1 Leadership, Vision and Goals Alignment .................................................................................................. 23
4.1.2 Employee Involvement in Process Safety Management .......................................................................... 25
4.1.3 Process Safety Information....................................................................................................................... 27
4.1.4 Process Hazard Analysis............................................................................................................................ 27
4.1.5 Mechanical Integrity (MI) ......................................................................................................................... 32
4.1.6 Training ..................................................................................................................................................... 45
4.1.7 Operating Procedures ............................................................................................................................... 49
4.1.8 Incident Investigation (Root Cause Analysis) ............................................................................................ 53
4.2 Human Factors .......................................................................................................................................... 60
4.2.1 Procedure Clarity ...................................................................................................................................... 61
4.2.2 Verbal Communication ............................................................................................................................. 62
4.2.3 Fitness for Duty (FFD) ............................................................................................................................... 63
4.2.4 Human-Machine Interface (HMI) ............................................................................................................. 65
4.2.5 Control of Dependent Error Rates ............................................................................................................ 66
4.2.6 Task Design and Staffing ........................................................................................................................... 66
4.2.7 Risk Analysis of Human Factors ................................................................................................................ 67
4.2.8 Analysis of Human Factors during Investigation of Losses and Near Loss Incidents ................................ 69
4.3 Process Safety Culture ............................................................................................................................... 69
4.3.1 Process Safety Culture — Qualitative Analysis ......................................................................................... 69
4.3.2 Process Safety Culture — Findings/Observations from Process Safety Implementation Evidence ......... 70
4.3.3 Process Safety Culture — Findings/Observations from Individual Safety Culture Interviews .................. 73
4.3.4 Process Safety Culture — Findings/Observations from Safety Culture Written Survey ........................... 85
4.4 Summary of Results From the Written Survey ......................................................................................... 105
5 CONCLUSIONS .............................................................................................................................. 106
5.1 Summary of Recommendations ............................................................................................................... 106
6 APPENDICES ................................................................................................................................. 115
6.1 Recommended Reading ........................................................................................................................... 115
6.2 Scope of Work for the Safety Evaluation ................................................................................................. 117
6.3 Comments and Responses from Public .................................................................................................... 120
6.4 Glossary of Terms, Acronyms, and Abbreviations .................................................................................... 121
6.5 References (End Notes) ........................................................................................................................... 124
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 219
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
1
1 EXECUTIVE SUMMARY
In August of 2012, a release of hydrocarbon liquids occurred at Chevron Richmond Refinery.
The release vaporized and eventually ignited. This resulted in possible offsite impact from the
unburned hydrocarbon vapors and from smoke and combustion byproducts from the ensuing
fire. Because of this, Contra Costa Health Services Hazardous Materials Programs (shortened
in this report to CCHMP) commissioned a third-party safety evaluation of the refinery’s
management system and safety culture.
An Oversight Committee was formed with representatives from the community, the City of
Richmond Fire and Planning Departments, the United Steel Workers Local 5 Union representing
the workers at Chevron Richmond Refinery, the Building Trades Unions, and Contra Costa
Health Services. Mr. Randall Sawyer, Chief Officer for Contra Costa Health Services
Environmental Health and Hazardous Materials Programs, chairs the Oversight Committee.
The objectives of this Safety Evaluation are to complete a thorough review of the management
practices (management systems and human factors) and safety culture at the Chevron
Richmond Refinery. Poor control in these critical areas can and does lead to process safety
accidents. With respect to process safety management systems, this evaluation specifically
focused on Mechanical Integrity, Operating Procedures, Training, Management of Change
(including management of organizational change), Process Safety Information, Pre Start-Up
Safety Reviews, Incident Investigation, Employee Participation, and Process Hazard Analysis.
The management systems review includes how Chevron follows through on action items from
incident investigations (internal and external), audits (internal and external), process hazard
analyses, and actions to address enforcement citations.
Process Improvement Institute, Inc. (PII) conducted this evaluation. PII performed it in parallel
with the Industrial Safety Ordinance (ISO) and California Accidental Release Prevention (Cal
ARP) Program audits conducted by CCHMP every three years.
PII is expert in both human factors and process safety management. PII also has a significant
understanding of safety culture at all types of chemical and petrochemical processing plants.
All PII staff on this project have served in key leadership roles at manufacturing sites and at
corporate levels. Mr. William Bridges, President of PII, is the project manager.
To minimize the impact on refinery operations and to optimize data collection and staffing
requirements, PII staff worked in close collaboration with CCHMP staff to conduct document
reviews, interview subject matter experts, obtain field observations, and conduct safety culture
interviews. PII oversaw the administration of a written process safety culture survey of the
facility for Chevron personnel and contract workers. Any potential regulatory compliance issues
were referred to CCHMP for determination. Any potential issues related to best practice
management systems, safety culture, and those human factors not covered in the county ISO
were referred to PII for determination.
Three to four PII staff were on-site each day for a total of four weeks. An average of two
CCHMP staff per day provided supplemental support while PII was on-site and completed
additional assigned tasks when PII was not there (i.e., during the ISO and Cal ARP Audit by
CCHMP staff). This provided additional data collection capabilities for PII’s charter. It also
provided an opportunity to cross-train CCHMP staff in process safety culture evaluation,
horizontal auditing methods, and procedure/human-factors walk-downs in the field.
Details of the data collection can be found in the remainder of this report. In summary, the on-
site portion of the data collection was completed on schedule within the four on-site weeks
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 220
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
2
projected. The data collection was slower than expected in many cases, but thanks to the
supplemental data gathered by CCHMP staff, the schedule was maintained.
The data collected falls into the following categories:
Interviews of 65 subject matter experts (SMEs) related to how process safety works or
is supposed to work at the Richmond Refinery
Walk-down of 38 operating procedures in the units (1) to determine procedure
accuracy and clarity and (2) to review the control of human factors in the process units
Live navigations of databases for specific evidence of items such as inspection, test,
and preventive maintenance and incident data
Review and evaluation with operations personnel of actual shift handovers
Review with control board operators of human factors issues in the control rooms
Evaluation of operator response to critical alarms
Reading/review of standards and procedures at the Richmond Refinery
Review of process safety work products such as Process Hazard Analysis (PHA)
reports and recommendations and resolutions, completed investigations, completed
inspection/maintenance reports, etc.; several hundred such documents were reviewed
Interviews of about 100 staff related to their impressions on process safety
implementation, leadership, and ultimately process safety culture at the refinery
Written survey related to process safety culture at the refinery
PII completed most of the review of the site-specific documentation outside of the facility, via
access to temporary read-only databases set up by Chevron for this purpose. The databases
were populated with approximately 1,200 documents based on specific requests from PII. An
additional 33 requested documents were uploaded to the data site in early 2015.
Details of the conclusions and recommendations can be found in the remainder of this report.
In general, PII found that the Chevron Richmond Refinery, with the help of Chevron USA
(CUSA), has established a renewed and vigorous effort to implement effective controls of
process safety issues to reduce the likelihood of process safety accidents at the site. The
management of the site has a clearly stated vision for achieving this goal. Moreover, it has
reorganized to better position its in-house expertise to address the weaknesses at the site.
Although we do not know the budgets for the refinery, they appear to have significant and
perhaps sufficient support from CUSA to achieve the goals.
From the data collection, PII found many areas for improvement in control of process safety at
the refinery. Site staff and management already recognized many of the weaknesses identified
by PII, but additional weaknesses either were not recognized or were not part of the ongoing
improvement activities for process safety at the site. Chevron Richmond should focus on the
key issues summarized below:
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 221
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
3
Improve operating procedures accuracy. Currently, less than 40% (based on detailed
evaluation of a sample of the operating procedures) are accurate enough and clear
enough to fulfill the role of written procedures in controlling human error.
Expand the risk analyses (PHAs) for the refinery units to more fully address hazards
during all modes of operation. In particular, the current PHAs do not adequately find
and address accident scenarios that can occur during non-routine operations such as
startup, shutdown, and online maintenance. If these scenarios are missed, then the
units will likely not have sufficient safeguards in place to prevent those accidents. The
refinery has extensive programs outside of PHAs to identify issues caused by damage
mechanisms (such as corrosion and erosion of process equipment), and the PHAs
cover damage mechanisms to some degree. However, PII believes this portion of the
analysis can also be improved to ensure sufficient safeguarding and isolations in
subsystems throughout each refinery unit.
Greatly increase the reporting and investigating of process safety near misses (called
near loss incidents at Chevron) to find root causes that will eventually lead to accidents
(process safety loss incidents). The current reporting is 30 to 50 times lower than best
in class. A near-term goal would be to increase near miss reporting and subsequent
root cause analysis by a factor of 10. To facilitate this change, the site should:
o Train more operators and maintenance craft-persons on root cause analysis
methods,
o Streamline the methods and requirements for such reporting and analysis, and
o Allow workers to take more of a leadership role in this data collection and analysis
activity.
Further, the site needs to adopt only best in class methods for investigations to
minimize assigning blame to the worker for human error. Building trust between
workers and management is key to closing this observed gap.
Implement more effective control of human factors, especially miscommunication on
radios, fatigue, labeling (and other human-machine interface issues), and procedure
clarity. Note that the site has good control of many human factors, especially when
compared to all but one of the other 30+ refineries that PII staff have evaluated.
Improve the mechanical integrity programs across the refinery. Many initiatives are
ongoing at the refinery related to this concern. But there are still weaknesses.
Specific improvements identified include:
o Make sure corrosion and other damage mechanisms are thoroughly identified
and corrected. Weaknesses in the related programs are evident from a review of
the current maintenance and inspection activities and programs that control the
identification and correction of corrosion.
o Make sure that all components related to causes and safeguards listed in the
PHAs are properly maintained and inspected, including safety-related
instruments.
o Complete the positive identification of the materials of construction in each unit.
Without this baseline effort, the site will not know which components and welds
are inadvertently of the wrong material or grade. Such deficiencies have caused
many accidents in other refineries and petrochemical plants.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 222
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
4
Implement a more formal program (such as for performing drills of response to critical
process alarms and retention of the results of such drills) to ensure that operators can
effectively respond to process alarms within the process safety time available for
response.
Expand the Stop Work Authority (SWA) program to include process safety-incident
prevention. Currently, workers are very reluctant to request a shutdown of a process
unit (and perhaps the cascading of that shutdown to a shutdown of the entire refinery)
or to delay a restart. This is true even if they feel there are legitimate process safety
concerns. The SWA program appears to be effective for occupational (personal)
safety activities (such as during maintenance), but it did not appear (from data
collected by PII) to be effectively implemented for process safety concerns.
Addressing the issues above will require changes to policies and procedures at the
management system level. Also, more process safety activities will need to be delegated to
workers. This, in turn, will drive improvements in the actual process safety culture (i.e., how
things are done when no one is watching). Significant improvement in each of the areas
above is possible within one year of receipt of this report. (It will be almost two years since
PII originally made Chevron aware of the preliminary findings and recommendations.) Other
sites have closed similar gaps in that period (about two years).
However, closing some gaps may take more than two years. This includes, for example,
expanding the coverage/scope of the PHA for each unit and or completing the
improvements necessary in the site’s control of mechanical integrity issues. Therefore, the
refinery should work with CUSA to develop a plan to address these gaps as soon as
possible. This schedule should be shared with the public, along with ongoing resolution of
the issues listed in more detail in the following sections of this report.
- End of Section 1, Executive Summary -
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2 INTRODUCTION
2.1 OBJECTIVES1
The objectives of this Safety Evaluation of the Chevron Richmond Refinery are to conduct a
review of the management practices (management systems and human factors) and safety
culture at the refinery. The deliverables for this project include a draft and final report for the
initial study and a report of the follow-up evaluation to determine how the findings of this initial
report are addressed.
2.2 BACKGROUND2
Because of the 2012 fire at Chevron Richmond Refinery’s Crude Unit, communities adjacent to
the refinery, the Richmond City Council, the Contra Costa County Board of Supervisors, and
Contra Costa Health Services are concerned about the safe operation of the refinery.
In response, the City of Richmond representatives and Contra Costa Health Services staff
arranged for a third-party evaluation at this refinery. This evaluation is not an investigation of
any specific incidents, and it is not a Process Safety Management (PSM) audit. Rather, it is an
overall review of the management systems in place at the refinery to manage process safety
and an evaluation of the safety culture existing at the refinery.
PII was contracted to conduct this evaluation. William Bridges, President of PII, is the contractor
project manager for the evaluation. Randall L. Sawyer is the client project manager for the
evaluation. Mr. Sawyer is Chief Officer of the Contra Costa Environmental Health and
Hazardous Materials Programs and Chair of the Chevron Richmond Refinery Safety Evaluation
Oversight Committee.
The Chevron Richmond Refinery has the capacity to refine approximately 245,000 barrels of
crude oil per day. It employs a workforce of approximately 1,200 employees, including
management, staff, maintenance, and operating personnel. It has over 32 process units and
covers approximately 2,900 acres.
2.3 PROJECT TIMING AND PROJECT REPORT CONSIDERATIONS
Key dates for this project:
Project initiation within CCHMP – 4/5/2013
Project request for proposal – 5/23/2013
Project award – 8/1/2013
Observations, interviews and data collection – 9/23 through 11/6/2013
Draft Report issued for internal review and for review by Chevron USA (CUSA) – June
23, 2014
Comments received from CUSA September 2014, January 7-8, 2015, and follow-on
information throughout March 2015
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Revised Draft sent to CCHMP on June 2014 and May 2015.
Revised Draft sent to Oversight Committee on xxx, 2015.
This report summarizes the observations, interviews, and other data collection activities
conducted by PII in late 2013 and early 2014 (supplemented by more data collection on specific
issues in March 2015). The report represents the technical evaluation and conclusions of
Process Improvement Institute (PII) based on the data collected.
After this evaluation was initiated but before it was concluded, Chevron Richmond Refinery
announced revisions to policies and practices intended to improve process safety performance
at the refinery. Therefore, the conclusions, findings and recommendations of this Safety
Evaluation report may not reflect progress in the PSM program and safety culture that these
revisions are targeted to achieve. A follow-up evaluation is scheduled at the refinery to
determine the closure of each recommendation.
2.4 WHY IS PROCESS SAFETY CULTURE IMPORTANT3
On April 2, 2010, the Tesoro Anacortes (WA) refinery experienced a catastrophic rupture of a
heat exchanger, fatally injuring seven Tesoro employees working in the immediate vicinity.
(Process Safety Culture – Making This a Reality)4 The Draft Investigation Report5 lists “Process
Safety Culture” as a key issue and offers the following observations about Tesoro’s culture at
the time of the accident:
“Refinery management had normalized the occurrences of hazardous conditions,”
“The refinery process safety culture required proof of danger rather than proof of
effective safety implementation.”
On March 23, 2005, the BP Texas City (TX) refinery experienced the most serious U.S.
workplace disaster of the past two decades, resulting in 15 deaths and more than 170 injuries.
The Baker Panel reported that deficiencies in “BP’s corporate safety culture, corporate oversight
of process safety, and process safety management systems” were contributing factors to this
and other incidents that had previously occurred at BP facilities. (Baker Report)6
On January 28, 1986, the space shuttle Challenger exploded killing all seven astronauts on
board. The Rogers Commission reported that NASA’s organizational culture failed to prevent
this accident. Seventeen years later, on February 1, 2003, the space shuttle Columbia
disintegrated upon reentry of the Earth’s atmosphere, killing all seven astronauts on board. The
Columbia Accident Investigation Board (CAIB) reported that, “In our view, the NASA
organizational culture had as much to do with this accident as the foam.” The CAIB also found
“disturbing parallels remaining” from 17 years earlier, making the determination that “NASA had
not learned from the lessons of Challenger.”7
History is filled with tragic life-altering and -ending events that can be traced back to phrases
like, “we’ve been doing it this way for years” or “this way is good enough” or “this is what our
industry peer group is doing.” On the other hand, there is a correlation between improving
safety culture and decreasing the number and severity of accidents.8
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2.5 WHAT IS PROCESS SAFETY CULTURE
Merriam-Webster defines “culture” as “the set of shared attitudes, values, goals and practices
that characterizes an institution or organization.” Safety culture is a measure of the importance
that individuals and organizations exhibit toward working safely. It is the summation of attitudes
that people display and the actions they perform late on a Saturday night when no one is
watching. An organization can influence employees to embrace positive, shared safety values
with consistent policies and practices and by leading through example.9
The best definition of process safety culture, and the one used by PII for this evaluation, is:
Safety Culture is not what we feel; it is what we as an organization do. The site
leaders (management) create the culture by what they do and what they pay
attention to. The repetition by leadership of doing the right thing and making the
right decision establishes the culture at a site.
This definition is very similar to one stated by Andrew Hopkins and others.10 It also matches the
lessons learned by the former operations managers and plant managers at PII. And it matches
the observations collected from more than 100 sites where PII staff have deeply evaluated
process safety implementation.
Therefore, process safety culture is best measured by determining how well process safety is
implemented at a site and by considering the decisions leaders at the site make to ensure
process safety is implemented effectively.
In June 2006, the Contra Costa County Board of Supervisors recognized the importance of a
strong process safety culture in minimizing accidents. An amendment was adopted to the
Contra Costa County and later to the City of Richmond Industrial Safety Ordinances (ISO)
requiring that all covered facilities perform an initial Safety Culture Assessment (SCA) within
one year of the issuance of the guidance document, and at least once every five years
thereafter.11
2.6 WHAT ARE HUMAN FACTORS (HF)
All accidents (or nearly all, if you consider that we either cannot guard against or choose not to
guard against some natural phenomena) result from human error. This is because humans
govern and accomplish all of the activities necessary to control the risk of accidents. Humans
influence other humans in the process – not only do
humans cause accidents (unintentionally) by making
errors directly related to the process itself, but they
also cause errors by allowing (“creating”)
deficiencies in the design and the implementation of
management systems. That is, we make errors in
authorities, accountabilities, procedures, feedback,
proof documents, and continual improvement
provisions. Ultimately, these management systems
govern the human error rate that directly contacts or
directly influences the process.12,13
Recent major accidents have highlighted the need for increased focus on Human Factors. The
United States Chemical Safety and Hazard Investigation Board (CSB) cited human factor
deficiencies as one of the main contributors to the catastrophic accident at the BP Texas City
Refinery in March 2005.14 The human factor deficiencies included lack of control of worker
ALL accidental losses
(except for natural
disasters) begin with a
human error
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fatigue, poor human-system-interface design, poor communication by radio/phone, out-of-date
and inaccurate operating procedures, and poor (no) communication between workers at shift
handover. The CSB has cited similar issues from many other accidents and has urged industry
and the United States Occupational Safety and Health Administration (U.S.OSHA) (the
regulator) to pay much more attention to human factors. As a result, the recent U.S.OSHA
National Emphasis Program for Refineries included human factors as one of the 12 core
elements it reviewed in detail across many of the 148 oil refineries in the USA.15
Implementing human factor engineering and policies to prevent accidents is not a new concept.
Nearly all (or all, from a more complete perspective) of the causes and root causes of major
accidents in the past 30 years have been the result of poor control of human factors. This has
been cited in many root cause analysis reports and papers concerning these major accidents.16
PSM systems based on OSHA’s PSM standard 17 are likely lacking the fundamental human
factor standards that, if applied across the applicable PSM elements, would work together to
reduce human error. Note that Chevron Richmond’s 2013 PSM program is closely modeled
after the Cal ARP18 (which copies its process safety elements from the OSHA PSM standard).
Human Factors have been a key element of Contra Costa County’s ISO and City of Richmond’s
Industrial Safety Ordinance (RISO) since both were originally adopted. In 2006, CCHMP
expanded ISO where Human Factors are to be considered. That was adopted in the RISO in
2013.19
The Risk Based Process Safety (RBPS) industry standard 20 from the Center for Chemical
Process Safety (CCPS), a division of the American Institute of Chemical Engineers (AIChE),
does include human factor standards. However, these are presented under several PSM
elements instead of under a stand-alone human factor element.21 This does not provide a
needed road map to help companies transition to RBPS from the minimum PSM systems
defined in OSHA’s PSM standard. One starting point for this transition could be implementing a
human factor element comprised of the human factor categories missing from most PSM
systems (especially from those based on the OSHA PSM standard). The human factors
elements required in RISO from CCHMP are a good initial set of human factors to start with.22
2.6.1 Definitions Related to Human Factors23
In the context of this report, Human Error means the errors that are made during
direct interface or direct influence of the process.
Human Factors are those aspects of the process and related systems that make it
more likely for the human to make a mistake that in turn causes or could cause a
deviation in the process or could lead in some indirect way to the increased probability
of an accidental loss.
Management systems are the administrative controls that an organization puts in
place to manage the people and workflow related to the process under consideration.
So these systems inherently attempt to control human factors.
2.6.2 Types of Human Error
Not all errors will be prevented. Since the beginning of time, humans have tried to control
human error rate with more or less success. Human errors have been measured for hundreds
of years. Psychologists have studied why humans make mistakes and have gradually built a
science around human error probability. Today, the best models for control of human error in
the workplace are generally agreed to depend on control of human factors. (In turn, these have
grown out of what was previously denoted as “performance shaping factors.”)24
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In simplest terms, there are only two types of human error: Errors of Omission (someone skips
a required or necessary step) and Errors of Commission (someone performs the step wrong).
In addition, these errors occur either inadvertently (unintentional error) or they occur because
the worker believes his or her way is a better way (intentional error, but not intentional harm).
Intentional errors can usually be thought of as errors in judgment. Some believe a “lack of
awareness of the risk” causes these errors. In actual practice, the worker who commits an
intentional error is usually well aware of the hazard. However, they believe they have/know a
better way to accomplish a task, or they believe there are already too many layers of protection
(so bypassing one layer will not cause any harm).25
Regardless of type or category of human error, an organization can and should exert
considerable control of the errors. In general, PSM is focused on maintaining these human
errors at a tolerable level because:
All accidents happen due to errors made by humans, including premature failure of
equipment. There are a myriad of management systems to control these human
errors and to limit their impact on safety, environment, and quality/production.
When these management systems have weaknesses, near misses occur.
When enough near misses occur, accidents/losses occur.26
2.6.3 Human Factor Categories27
Human errors are sometimes mistakenly called procedural errors. This is not any truer than
saying all equipment errors are due to design errors. Over the past five decades of research
and observation in the workplace on human error, we have learned that human error probability
depends on many factors. These factors (described in more detail in Human Factors Missing
from PSM28) include:
Procedure accuracy and procedure clarity (the number one most-cited root cause of
accidents):
1. A procedure typically needs to have 95% or better accuracy to help reduce
human error; workers ignore procedures less than 70% accurate.
2. A procedure must clearly convey the information (there are about 25 rules for
structuring and formatting procedures to accomplish this), and the procedure
must be convenient to use.
3. Checklist features – These should be included whenever they can be effectively
enforced.
Training, knowledge, and skills
1. Employees must be selected with the necessary skills before being hired or
assigned to a department.
2. Initial Training – There must be effective, demonstration-based training for each
task, both proactive (startup of a unit) and reactive (response to an alarm).
3. Ongoing validation of human action is required and usually must be repeated (in
either actual performance or in drills/practice) at least once per year.
4. Documentation – The performance of the humans must be documented and
reviewed to allow for improvements, as needed.
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Fitness for Duty – This includes control of many sub-factors such as fatigue (a factor in
a great many accidents), stress, illness and medications, and substance abuse.
Workload Management – Too little workload and one’s mind becomes bored and looks
for distraction; too many tasks per hour can increase human error, as one becomes
overwhelmed.
Personal Stress – In addition to stress from workload and fitness for duty issues,
stress caused by anxiety at work or by issues at home can increase human error rates.
Communication – Miscommunication (of an instruction, set of instructions or of the
status of a process) is the second or third most common cause of human error in the
workplace. There are proven management systems for controlling communication
errors.
Work Environment – Factors to optimize include lighting, noise, temperature, humidity,
ventilation, and distractions.
Human System Interface – Factors to control include layout of equipment, displays,
controls and their integration to displays, alarm nature, frequency, sounds or signals,
and control of alarm overload, labeling, color-coding, fool-proofing measures, etc.
Task Complexity – Complexity of a task or job is proportional to the:
1. Number of choices available for making a wrong selection among similar items
(such as number of similar switches, number of similar valves, number of similar
size and shaped icons);
2. Number of parallel tasks that may distract the worker from the task at hand
(leading to either an initiating event or failure of a protection layer);
3. Number of individuals involved in the task; and
4. Judgment or calculation/interpolation, if required.
For most chemical process environments, the complexity of the task is relatively low
(one action per step). But for response actions (human independent protection layers
[IPLs] – see Section 2.7) other tasks are almost always underway when the out-of-
bounds reading occurs or the alarm is activated.
For use of a human response action as an independent layer of protection (IPL), in addition to
the human factors listed, the human must have (1) sufficient time to perform the action and (2)
the physical capability to perform the action.
Human factors must be controlled over the long-term, especially during non-routine modes of
operation, such as a maintenance outage. For instance, if the workers are fatigued following
many extra hours of work in a two-week period leading up to restart of a process, then the
human error rates can increase by a factor of 10 times or 20 times by the end of the outage and
into startup.
Revealed versus Unrevealed Errors for Humans.29 As with equipment failures, human errors
can lead to a revealed fault in the system (the flow does not start, for instance) or to an
unrevealed fault (the block valve downstream of a control valve is left closed, but the failure is
not revealed until the control is needed/used). If the error is revealed, then the error can be
corrected or compensated for. If the restoration/correction time for a revealed error is
sufficiently short, then the probability of being in the failed state is much less than for a n
unrevealed failure that is only discovered upon testing or inspection.
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2.6.4 Statistical Limits of Control of Human Error Rates
It is important to understand that with excellent control of all human factors (requiring excellent
design and implementation of management systems for each human factor), a company can
approach the observed lower limits for human error.30 The first detailed report of the lower limits
was by Alan Swain and H Guttmann (NUREG-1278, 1983) and by others.31 In general, we have
found it best to use the following average error probabilities:
Error Probability for Rule-Based Tasks (that are not responses to alarms):32 This is for
actions that do not have to be accomplished within a specific span of time to be effective. Of
course, there is always pressure from the organization (business goals) to accomplish tasks in a
timely, efficient manner. The values below are the lower limits for human error rates, assuming
excellent control of human factors. These are expressed as the probability of making a mistake
on any given step of a task:
1/100 – Process industry; routine tasks performed 1/week to 1/year. This rate
assumes excellent control of all human factors. At most places we visit, the workers,
managers and engineers believe this is achievable, but not yet achieved.
1/200 – Pilots in the airline industry; routine tasks performed multiple times a day with
excellent control of human factors. This average has been measured by a few clients
in the airline industry, but for obvious reasons they do not like to report this statistic.
1/1000 – Process industry; routine tasks performed 1/day or more. This is about the
probability of someone running a stop sign or stop light.
Example: One of the auditors has been working at client sites for 100 days a year for 24
years. This requires use of a laptop each of those days. The laptop is also used in a hotel
each evening after work; this is normally with the power cord attached. Therefore, there
have been 2,400 opportunities to mistakenly leave the power cord in the hotel room
(instead of taking it to the client site). Overall, the power cord has been left in the hotel
room four times for an error rate of 1/600. So far, the related error of leaving the power
cord at the client site has not occurred, but there have been about three near misses.
Coupled Error Rates33,34 This is the probability of repeating an error, i.e., performing a second
task wrong after the first task (the same task or one with the same goal) was done wrong:
1/7 to1/20 – If the same tasks are separated in time and if visual cues are not present
to reinforce the mistake path. This error rate assumes a baseline error rate of 1/100
with excellent human factors.
1/2 to 1/1 – If the same tasks are performed back-to-back and a strong visual cue is
present.
Two or more people become the same as one person (with respect to counting of
errors from the group), if people are working together for more than three days. (This is
because of the trust that can rapidly build.)
Response Action (time-driven) Error Rate:35 This is the probability that the correct action will
NOT be completed within the time necessary.
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1/1 – If practiced/drilled once per year and there is not sufficient time to accomplish the
response task.
1/10 – If practiced/drilled once per year and there is sufficient time (theoretically) to
accomplish the response task.
1/100 – If practiced/drilled once per week and there is sufficient time to accomplish
response task.
As mentioned earlier, the lower limit rates assume excellent (but not perfect) control of human
factors. Note that airline pilots have a lower error rate than what we have measured in the
process industry. This is due, in part, to the much tighter control by the airlines and regulators
on factors such as fitness-for-duty (control of fatigue, control of substance abuse, etc.).
Excellent control of human factors is not achieved in most organizations. In those cases, the
human error rates will be higher than the lower limit, perhaps as much as 20 times higher.
2.7 WHAT IS PROCESS SAFETY MANAGEMENT (PSM) AND WHAT ARE BEST
PRACTICES IN PSM
Process Safety Management (PSM) is a collection of management systems and their
implementation intended to control the risk of major accidents. PSM focuses on preventing the
accidents that originate from process hazards (such as release and explosion of flammable
gases or liquids, release of toxic materials, etc.).36 This differs significantly from occupational
safety, which focuses instead on preventing personal injury to workers from activities related to
a task (such as getting particulate in eyes, injury from a falling object, falling from heights, etc.).
PSM systems have been in place for more than 40 years in the toxic chemical industry, with the
first formal industry-wide standard (covering refineries as well) being issued by the CCPS in
1985.37
PSM must be coupled with process safety engineering, which is the design of equipment to
meet the needs of controlling process safety. In some cases, process safety engineering can
yield a process that is inherently safe (meaning, the hazard has been eliminated or cannot
credibly cause an accident of concern). Process safety is very different from occupational
safety in that process safety issues typically arise from the nature of a complex process.
Because of the nature of the hazards of such processes and the equipment and design used in
such processes, it is possible to design and use multiple protection layers against many
accident scenarios. The exceptions to the multiple layers of protection concept are mechanical
failures of piping, vessels, or components because of damage mechanisms such as corrosion,
erosion, stress cracking, metal fatigue, etc.
Many types of protective layers are possible. A scenario may require one or many protection
layers depending on the process complexity and potential severity of a consequence. Note that
for a given possible accident scenario, only one layer must work successfully for the
consequence to be prevented. However, since no layer is perfectly effective, sufficient
protection layers must be provided to render the risk of the accident tolerable. For scenarios
such as overpressure, over-temperatures, overflows, blowdown of high-pressure gases and
liquids to low-pressure rated systems, etc., the multiple protections can include the ones shown
in the following figure:38
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Extracted from Layer of Protection Analysis (LOPA), 2001, CCPS/AIChE
So, one goal of process safety is to design and provide enough layers of protection and then
maintain each layer sufficiently to assure that the risk of the accident is tolerable.
From the start, there was strong emphasis on human factors within process safety, since
Human Factors was one of the original 12 elements of the CCPS 1985 standard.39 CCPS
revised their PSM standard in 2007, renaming it Risk Based Process Safety (RBPS)40, and now
instead of one global element on human factors, the direct control of human factors is spread
throughout six elements. Unfortunately, not having a specific element titled “Human Factors”
likely diminishes its importance for those companies that are not very familiar already with
human factors. For example, if there were an element specifically focused on human factors,
then industry would likely invest more in research of how to optimize human factors, how to
avoid miscommunication, how to optimize displays, researching the best rules for designing
human system interfaces, and researching the best rules for writing work instructions.41
Private industry and research bodies (including universities) are conducting research on some
of these human factors, but to date most of the current data has come from the nuclear power
industry, U.S. Department of Energy, aviation industry, and various militaries around the world.
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The RBPS elements that address many of the human factors are:
Process Safety Culture
Workforce Involvement
Operating Procedures
Training and Performance
Operating Readiness
Conduct of Operations
The PSM standard that was issued by U.S.OSHA (29 CFR 1910.119) in 1992 (and has been
essentially unchanged since) and the parallel U.S. Environmental Protection Agency Risk
Management Plan (RMP) regulations (and identical Cal ARP standards) contain many of the
core elements of process safety, such as operating procedures and requirements for process
hazard analyses (PHAs). However, these two regulations are missing many critical elements
addressed in the CCPS standard. For instance, neither regulation specifically requires
elements for the control of human factors. The only direct reference to the term “human factors”
is mentioned in paragraph (e), PHA, which states that the PHA team must consider human
factors (presumably in the review of the causes and the quality of the safeguards). The other
requirement that alludes to human factors is in Operating Procedures (see paragraph (f)), which
states “procedures must be written clearly and understandably.” Paragraph (g) defines
standards for training but does not directly address how to design training programs to address
control of human factors.
In summary, PSM systems based on compliance with OSHA’s PSM and EPA’s RMP
regulations (and based on API Recommended Practice 750, the PSM standard that immediately
preceded the government regulations) control human factors mostly through the operating
procedures, training, and PHA element requirements. These regulation-based and API-based
PSM systems typically lack the fundamental human factors controls that work together to
reduce human error.42
In addition to limited focus on human factors, the OSHA PSM and EPA RMP regulations and
API PSM standard do not have elements for:
Leadership and Accountability
Project Management
Facility Siting
Key Performance Measurement & Tracking
These elements are necessary for any complete control of process safety.
- End of Section 2, Introduction -
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3 SCOPE AND APPROACH
3.1 OVERVIEW
Process Improvement Institute, Inc. (PII) conducted this evaluation in parallel with the Industrial
Safety Ordinance (ISO) and California Accidental Release Prevention (Cal ARP) Program
audits conducted by the CCHMP every three years. To minimize the impact on refinery staff
and operations and to optimize data collection and staffing requirements, PII staff worked in
close coordination with CCHMP staff to review documents, interview subject matter experts,
obtain field observations, and conduct safety culture interviews. PII also oversaw the
administration of a written safety culture survey for Chevron and contractor personnel. Any
potential regulatory compliance issues were referred to CCHMP for determination. Any
potential issues related to best practice management systems, safety culture, and those human
factors not covered in the county ISO were referred to PII for determination.
Three to four PII staff were on-site each day for a total of four weeks. An average of two
CCHMP staff per day provided supplemental support while PII was on-site and completed
additional assigned tasks when PII was not there. This provided additional data collection
capabilities. It also offered an opportunity to cross-train CCHMP staff in process safety culture
evaluation, horizontal auditing methods, and procedure/human-factors walk-downs in the field.
The evaluation team developed and carried out the following plan to do this process safety
evaluation:
Multiple visits through units with Chevron Richmond Refinery personnel by PII
personnel
Interviews of a randomly selected sample of refinery personnel
A written process safety culture survey conducted among Richmond Refinery
employees and contractors (based on the Baker Report survey, which was developed
after the large accident in 2005 at the BP Texas City Refinery)
Targeted document reviews (to accomplish an evaluation, not an audit)
Comparative evaluation of Richmond Refinery policies and practices to refinery and
chemical industry best practices
Meetings with Chevron Richmond PSM leadership staff
PII acknowledges Chevron Richmond’s cooperation and assistance throughout this evaluation
process.
PII and CCHMP staff wanted to understand WHAT the refinery does to control process safety,
WHO does what in process safety, and HOW they use data to track process safety performance.
The evaluation team sought to understand the WHY behind observed deficiencies in process
safety performance to make recommendations that can enable Chevron Richmond to improve
their performance.
As chartered to do, the team from PII typically based its findings and recommendations on
industry best practices for reducing the risk of catastrophic accidents. “Industry” in this case
means all industries with high hazards. Some best practices cut across dissimilar industries; for
instance, all industries have to deal with human error and management of human factors to
reduce human error rates; so best practices for human factors tend to have more sources. On
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the other hand, best practices for mechanical integrity and process hazard analysis tend to be
more industry-group specific.
Note that many industry standards and textbooks are referred to as Recognized and Generally
Accepted Good Engineering Practices (RAGAGEP). However, many times RAGAGEP is
actually “what the companies will agree to put in print” and are not always best practices.
Adherence to best practices should result in improved process safety performance. However,
note that many best practices and RAGAGEP do not necessarily have legal effect. The team’s
judgments are based on the information developed during the course of this safety evaluation,
the collective experience and expertise of the evaluation team members, and their
understanding of best practices for process safety, human factors, and safety culture.
3.2 WORKGROUP DEFINITIONS
The following Workgroup definitions will be used in this Safety Evaluation report:
Management – refinery leadership team, managers and supervisors
Non-represented employee – technical (including engineers), office, and other staff
Represented employee – operators and maintenance craft employees with third-party
(union) representation
Contractors – non-Chevron employees authorized to conduct activities at Richmond
Refinery long-term and short-term.
3.3 EVALUATION OF MANAGEMENT SYSTEMS AND HUMAN FACTORS
PII evaluated the refinery’s management systems
and human factors through technical interviews
with Chevron Richmond Refinery subject matter
experts, live navigation of refinery database
systems, reviews of electronic and paper
documents, field walk-downs of operating
procedures, field verifications of PHA
recommendation closures, demonstration of
response to alarms, observation of shift exchange,
observation of control room human factors,
observation of control board operator simulator
training, and observation of PHA sessions. These
activities are summarized in the adjoining table and
further explained in the following information:
SME Technical Interviews: Subject matter expert
(SME) interviews are with individuals responsible
for specific processes, policies, and programs.
Operating Procedure Walk-downs: A walk-down analysis of a significant operating task
explained and demonstrated by an operator who is familiar with and routinely performs this task.
The analysis includes an evaluation of procedure accuracy (Are steps accurate? In the correct
sequence? Complete?), procedure quality (Easy to keep your place? Clearly understood
steps?), and general human factors (equipment and controls layout, labeling, functionality,
equipment design, work environment).
Live Navigations of Databases: Interactive, guided review of databases and other online
resources looking for specific supporting evidence of items such as inspection, test, and
On-Site Data Collection Activities:
Management Systems and Human Factors
Refinery SME Technical Interviews 65
Operating Procedure Walk-downs 38
Live Navigation of Databases 16
Shift Exchange Observations 2
Control Room HF Walk-downs 6
Alarm Response Demonstrations 16
CBO Simulator Training 1
PHA Recommendations Verified 28
PHA Sessions Observed 2
PHA Reports Reviewed 14
Total Documents Received 1,242
Document Pages Received ~17,000
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preventive maintenance (ITPM), inspection records, SOPs, Contractor Reviews, and Training
Materials. Many of the instrumentation and mechanical features searched out were taken from
the Cause and Safeguard entries in the corresponding Unit’s PHA.
Shift Exchange Observations: Live review and evaluation with operations personnel of the
shift exchange process including checklists, document reviews, control panel walk-downs,
facility status discussions, and general briefings using a Shift Turnover Checklist adapted from
DOE-STD-1038-93 Guide to Good Practices for Operations Turnover.43
Control Room HF Walk-downs: Live review with control board operators evaluating control
system human factors such as graphical user interfaces, system grouping and control, alarm
management policies, and interlock bypassing protocol.
Alarm Response Demonstrations: Live evaluation of operator response to critical alarms
drawn from high consequence scenarios identified in the process hazard analysis (PHA) report.
The evaluation includes situational awareness, required response, process safety time (PST),
training, drills, and process feedback.
3.4 EVALUATION OF PROCESS SAFETY CULTURE
PII evaluated the refinery’s
process safety culture through
a combination of field/site
observations and discussions,
structured interviews, and a
written survey. The adjoining
table summarizes these data-
collection activities. They are
listed in the order of value
(importance) of the data in
making a determination of the
strength (health) of the
process safety culture at the
Chevron Richmond Refinery.
3.4.1 Field Observation (Site Data)
Field observations are considered the strongest process safety culture indicators (1) since
safety culture is, as mentioned earlier, what the site/company actually does and (2) since this
data is derived from actual implementation of process safety programs and can be observed
(verified) with limited bias.
3.4.2 Individual Interviews
Safety culture interviews are considered a stronger measure of process safety culture than the
written survey, because, unlike surveys, the interviewers can follow initial questions with more
questions to gain clarity and to get specific examples from the interviewees. Participants for the
safety culture interviews were randomly selected from a blind (names redacted) list of Chevron
Richmond Refinery employees. A representative sample was drawn from each of four
categories: (1) operations, (2) maintenance, (3) technical, and (4) managers/supervisors.
Refinery employees were given the opportunity to decline participation, and many declined.
When this occurred, an alternate employee was selected from the blind list.
Each interview was conducted by a staff member (PII or CCHMP) trained to ask questions
(introduction, open-ended questioning, active listening, covering a list of key issues, asking for
On-Site Data Collection Activities: Process Safety Culture
1. Field Observations and Verifications (Site Data)
Related to Process Safety Culture (see Table 1) >17,000
2. Safety Culture Individual Interviews 96
3. Written Process Safety Culture Surveys:
Represented Workers 489
Individual Contributors 350
First and Second Line Supervisors 175
Managers 61
Other/Non-Data 120
Total Surveys Completed 1195
Overall Response Rate 54%
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examples) with minimal interviewer bias (avoid judgment and approval, stay neutral, stay on
task by reframing questions and asking for examples of the point made by the interviewee).
In some cases, third parties were present to observe and document the interview process.
Salaried employees were asked if they wanted a CUSA legal representative present. They
were also given the opportunity to have a pool attorney or their personal legal counsel present.
Most salaried employees chose to have a CUSA lawyer present. Represented employees were
also given the option to have a union representative present. Most hourly employees chose to
participate in the interview without representation. CUSA legal staff was not in interviews with
hourly (represented) employees.
There were seven (7) general categories of interview topics for each interview:
Accountability (are responsibilities well defined, the challenges for meeting them)
Learning (employee and trainer competence, time allocated to training, too much, too
little, scheduling and cancellations)
Corrective action program (issues are addressed, responses timely and appropriate)
Commitment (stated and demonstrated management support, importance of process
safety, employee personal involvement)
Reporting and the environment for raising concerns (near misses, willingness,
practices, hesitation, and retaliation)
Change Management (refinery reorganizations, organizational change planning and
preparedness, effective implementation)
Work control, work practices (empowerment, being able to stop processes, direct
instructions, procedure quality)
Specific discussions within each category were left to what the employee wanted to discuss
about the process safety implementation and therefore safety culture of the refinery. The
interviewer ensured that each 1-hour interview covered all seven general categories.
3.4.3 Written Process Safety Culture Surveys
PII based the written process safety survey primarily on the instrument used by the Baker Panel
in evaluating safety culture at BP following their catastrophic accident in March 2005. The
written survey questions were reviewed and minimally customized to better align with Chevron
Richmond-specific terminology and organizational structure. Towers Watson (TW) formatted
the surveys onto paper and for access from the Internet via computers from work, home, or iPad
(the latter provided by PII for this purpose). TW administered the surveys for five weeks and
collected the data. TW was directed by all parties to make sure only Richmond Refinery
employees and contractors participated in the survey and that the unique identifier of each
participant was not identifiable to a specific response. PII received the raw data from the survey
after the unique employee identifiers were stripped from the data set.
3.5 DATA COLLECTION PROCESS AND LIMITATIONS
It is important to note that Chevron staff continued to be generally cooperative and responsive
throughout this evaluation. However, given the nature and significance (breadth) of ongoing
inquiries being made in other investigations during this Process Safety and Safety Culture
Evaluation, multiple factors influenced and limited our data collection process.
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3.5.1 Document Request and Auditor Review Process
To address Chevron USA confidentiality practices for this safety evaluation, an electronic
database was established where requested documents were made available for PII staff’s
review through a secure web login process. A formal document request process was
implemented in which PII auditors made a written request for a specific document (information)
or group of documents. The requested information was reviewed by CUSA’s legal team,
converted into an electronic format, and posted to the Richmond Safety Evaluation document
data site. Information requests were generally fulfilled within three business days, although
miscommunication using the written request procedure resulted in frequent errors and
subsequent retries, delaying posting of the requested documents.
Once posted, documents were available to PII staff for electronic review as images on a page-
by-page basis. Navigating within the web-based data site contents (>17,000 pages) page by
page increased auditing review time significantly. Collection of (and conventional review of)
data site documents was restricted – downloading, printing, copying, notations/mark-ups,
sorting, and collective search features were not activated. A document (information) index was
maintained on the CUSA data site to catalog these document requests. The data site’s
unwieldy document numbering method also increased the time it took auditors to locate a
specific document.
Process safety tracking information was available online in various Chevron Richmond Refinery
databases: CHESM, IMPACT EOM, MOC/PSSR, Meridium, Maximo, and Active Learner. PII
reviewed these databases with advance scheduling for “Live Navigation” meetings with Chevron
subject matter experts (SME) and a CUSA legal representative. Screenshots were not provided
immediately but they were made available for review afterward through the formal document
request process; these were uploaded to the data site mentioned above.
These factors made it time-consuming to obtain and review Chevron Richmond Refinery
process safety management and safety culture data. CUSA legal representatives
accompanying auditors' data collection activities and Chevron legal staff’s document review
before granting access to auditors were also factors when considering potential bias in and
limits to the data collected.
3.5.2 Individual Safety Culture Interviews, Random Selection Process
PII auditors requested individual interviews based on an employee list provided by CUSA, which
contained only information about job positions and roles. Employees’ names were redacted and
unavailable to auditors. PII used a random number generator to request the specific individuals
from the list, and CUSA management representatives contacted these people to arrange the
interviews.
Individuals were informed that the interview process was voluntary and that they were not
required to participate. Many of the first-selection operators and maintenance employees
(about 75%) were either unavailable due to scheduling or chose not to participate; reasons for
declining were not disclosed to PII. When this occurred, CUSA staff chose alternates from the
random list provided by PII. The high number of operators and maintenance employees
declining to participate in individual safety culture interviews could be an indicator of (1)
problems in the process safety culture (e.g., lack of employee buy-in to programs, lack of local
management support, or fear of retaliation), or (2) burnout by the employees after repeated
interviews from other investigations in the past 1.5 years.
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3.5.3 Third-Party Influence on the Field Data Collection
CUSA Richmond management representatives, union representatives, and third-party process
safety consultants (other than PII or CCHMP staff) were present at various times while PII (and
CCHMP) staff walked down operating procedures. In some cases during walk-downs, CUSA
salaried staff actively coached operators in their response to questions. In other cases, there
was no direct interaction, but it was apparent to auditors that the presence of CUSA Richmond
management representative(s) caused operators to be more guarded and reserved about the
information they shared. The influence of union representatives did not appear to inhibit
operator responses. Generally, union representatives encouraged “frank, free, and open”
discussion of any concerns, but their influence on safety evaluation data collected remains
difficult to accurately gauge. These third-party influences diminished over time as the audit
process matured and higher trust was established. Eventually, CUSA Richmond management
representative(s) and union representative(s) maintained distance and participated in field
discussion(s) only when asked.
The third-party process safety consulting staff, contracted by Chevron, participated during the
first and second weeks of on-site data collection by PII auditors despite PII staff’s objections.
During the third and fourth weeks of operating procedure walk-downs in the field, one CUSA
Richmond management representative was assigned as a “safety” escort for auditors with one
or no union representative present. Note that operators told PII staff that, in the past, they had
themselves been the “safety” escort for their units. Chevron stated that they wanted
management representatives present to ensure a safe over-watch, since the unit operators
were distracted while sharing data with the auditors.
In the last two weeks of walk-downs in the field, management representatives kept their
distance and did not seem to influence the data collected. Procedure walk-down data that
auditors collected during the second two-week period (with only one management
representative present as a safety escort) indicated about the same result in procedure
accuracy as the data collected in the first two weeks, when company attorneys, management,
and third-party Chevron-hired consultants were all present. This finding supports use of data
collected during the first two weeks of procedure walk-downs, notwithstanding potential third-
party influences.
CUSA legal representatives were present in 15 out of 16 database live navigations, all the
Richmond SME technical interviews, and all the non-represented staff safety culture interviews.
Non-represented staff attended private individual meetings before each interview – PII staff was
not allowed to participate in or observe these preliminary meetings. PII was told that non-
represented staff were asked if they wanted a CUSA attorney present, and all accepted this
offer. Non-represented employees were also given the opportunity to include their own “private”
attorney in the interviews or data collection. The few non-represented SMEs that were provided
access to a Chevron-paid “pool attorney” (to represent the interest of that non-represented
SME) chose to have a pool attorney present for their interviews by PII and CCHMP staff. Those
who were not provided a pool attorney did not have a private attorney present, with the
exception of one manager who had retained his own attorney.
PII was told that the non-represented employees were not told specifically that the Chevron
attorneys represented Chevron’s interest and not the employee’s personal interest. (The
attorneys work for Chevron. They were not legal representatives for the employees.)
Represented employees were asked if they wanted a union representative present, and most
declined. All employees were told that their participation was voluntary and that they could
decline to participate without retribution. According to CUSA Richmond management, about
75% of the operators and maintenance staff (initially selected at random by PII to be
interviewed) declined (discussed earlier See 3.5.2).
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3.5.4 General Fulfillment of Interviews, Walk-downs, Control Room Visits, and
General Data Requests
CUSA Richmond management complied with PII’s specific requests for access, information and
documents, providing controlled access within two to three days in most instances (note
previous discussion; see 3.5.1). CUSA staff members provided excellent coordination of daily
schedules for PII staff with refinery staff. This coordination was better than similar situations we
have experienced elsewhere.
CUSA Richmond management provided technical staff to help in the implementation of the
Safety Culture Survey. Process Safety Culture written survey logistics were initially complicated
by technical issues with Internet connections and limited access to iPads (provided by PII) for
entry of data. By the second and third week that the survey was online, these issues were
remedied, and the survey period was extended one week (to a total of five weeks) to allow more
staff to participate. Survey technical issues did not seem to affect Safety Culture survey results.
3.5.5 Constrained and Guarded Responses
During many of the interviews with non-represented employees, employee responses appeared
to be constrained and guarded. PII auditors have extensive experience conducting interviews
for near miss investigations, incident investigations, and safety audits. Based on this
experience, we perceived barriers to freely exchanging information during these interviews.
Potential barriers may be because of:
The content of the individual meetings with Chevron legal staff before each interview
(See 3.5.3),
The presence of CUSA legal representatives during the interview (does not apply to
represented employees),
The presence of the PII or CCHMP staff conducting the interviews,
Concern about pending legal and regulatory actions against the refinery,
The potential for personal liability, or
The perceived potential negative impact on their careers, or other reason(s).
Regardless of the reason (barrier) for the perceived reluctance to openly share, responses from
non-represented employees may reflect some bias because these staff were very cautious in
what they said.
Many operators and maintenance staff expressed mistrust of how the survey results would be
used, citing the potential to negatively impact their jobs in the future. CUSA Richmond
management and PII interviewers clearly communicated that participation in the written survey
was voluntary and anonymous. Some employees expressed concerns about survey anonymity
with survey results and activity routed through the CUSA network. Therefore, PII supplied iPads
through which employees could take the survey. They could also complete it via home
computers. Union representatives and staff were actively supportive, encouraging represented
workers to participate, to be forthcoming with information, and to trust the validity of the data
collection and survey process.
3.5.6 Overall Limitations of Data Collected and Results
The evaluation team wants to clarify what its findings do and do not represent. The data
collection process was designed to achieve the objectives of a safety evaluation. This report
presents findings and provides recommendations to assist Chevron Richmond Refinery and
CCHMP to address gaps that PII identified after reviewing a representative number of
documents, field observations, live operating systems/data and management practices. As
described earlier, Chevron provided specific documentation and access to information based on
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PII requests for examples of PSM documentation. This project was not scoped to conduct an
extensive audit of the Richmond Refinery Process Safety Management system(s) and should
not be interpreted as such.
Data from the process safety culture written survey is subject to the limitation that it reflects the
opinions, beliefs, and impressions of the respondents (note Section 3.5.2 discussion earlier),
especially since there was not an opportunity for respondents to ask for clarifications of
questions nor for the reviewers to ask follow-on questions of the respondents.
The refinery information that the PII team considered reflects varying degrees of ambiguity and
interpretation on the part of PII professionals. While addressing this project’s scope and
developing these report findings and recommendations, the review team does not/did not try to
provide exhaustive proofs and does not/did not attempt to eliminate all factual ambiguities
encountered during this review.
- End of Section 3, Scope and Approach -
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4 EVALUATION AND FINDINGS
4.1 PROCESS SAFETY MANAGEMENT SYSTEMS
According to the Center for Chemical Process Safety (CCPS), a division of American Institute of
Chemical Engineers (AIChE), a process-safety management system is “focused on prevention
of, preparedness for, mitigation of, response to, or restoration from catastrophic releases of
chemicals or energy from a process associated with a facility.” Furthermore, “management
system” means, “a formally established and documented set of activities designed to produce
specific results in a consistent manner on a sustainable basis.” [“Guidelines for Risk Based
Process Safety”]44 Process Safety Management systems are comprehensive sets of policies,
procedures, and practices designed to ensure that barriers to episodic incidents are in place, in
use, and effective.45
The OSHA PSM standard, 29 CFR 1910.119, defines the minimum regulatory requirements. It
contains 14 elements that must be addressed. There are parallel requirements in U.S.EPA 40
CFR 68 (and nearly identical regulations in Cal ARP requirements enforced by the CCHMP).
PSM federal and state regulations are missing many key elements of best practices in process
safety, as discussed in Section 2.5. This Safety Evaluation for the Chevron Richmond Refinery
is based on industry best practices, many of which are documented in Risk Based Process
Safety. These best practices extend beyond the minimum foundation of PSM found in the
federal and state regulations. CCHMP staff conducted an assessment at the same time as this
safety evaluation. Any compliance deviations they found were documented separately by
CCHMP from this Safety Evaluation.
4.1.1 Leadership, Vision and Goals Alignment
Competent and active process safety leadership is vital to ensure that risks are effectively
managed. Process safety leadership requires senior–management-level involvement and
process safety proficiency at all levels of the refinery organization. Further, management vision,
visibility and promotion of process safety leadership is essential to set a positive and proactive
safety culture throughout the organization.46
Over the past 20 years, the
refining industry has
experienced numerous
process safety incidents
resulting in significant loss of
life, environmental pollution,
and property damage. Studies
by the refining industry,
government agencies,
petroleum associations, and
independent think tanks
determined that leadership is a
key issue in managing process safety and preventing incidents at refineries and chemical plants.
Success in any performance variable (process safety, personal safety, reliability, environmental
performance, profitability, etc.) requires consistent and visible leadership. Leadership also
requires that individual employees hold themselves accountable, and once established, hold
coworkers accountable for driving process-safety performance improvement.
The most important role of a good leader in a site comprised of experienced and skilled staff is
to instill trust. People look to their managers, not just to assign tasks, but also to define for them
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a purpose. Moreover, managers must organize (energize, empower) workers, not just to
maximize efficiency, but also to nurture skills, develop talent and inspire results.
The CUSA Richmond Refinery recently received new leadership with a new General Manager
(GM) on June 2013. He also held a supporting role at the refinery during on-site audits
conducted in January 2013. He has worked in various positions throughout the corporation. He
brings 28 years of experience in Maintenance, Operations and Commercial divisions within the
company, including prior experience at Richmond.
Several members of the refinery’s leadership team are also relatively new in their roles,
although each brings significant experience and expertise. Additional organizational changes
are underway at all levels of management (as of late 2013). The most prominent organizational
change is the addition of an Optimization Operations Assistant (OOA) to the shift leadership
structure, allowing the Shift Team Leaders (STL) additional time in the field to focus on face-to-
face communications.
A significant increase in professional hiring is also continuing as the HSE, PSM, MI, and
engineering departments expand to meet requirements for the refinery’s process safety goals
and objectives. At the time of this safety evaluation, many of the technical and supervisory staff
interviewed were in newly created roles, implementing new business processes and procedures.
According to the GM, the current reorganization pairs experienced and well-respected leaders
with technically adept (but many times, less experienced) personnel to complement and learn
from one another. Changes in the STL/OOA positions are a good example of this: A technical
representative from process engineering may be teamed with an experienced operator to
ensure that all aspects of the STL/OOA role are covered (plant credibility and expertise,
technical competence, and personnel focus). Similar deployments are taking place in other
areas of process safety implementation. Technical roles will periodically rotate (every two to
three years) with the idea that they will grow into management positions in the future (ensuring
that these are seen as mission critical roles). Non-technical roles will ensure stability and
credibility in key leadership positions. The current organizational transition was to be completed
by first quarter of 2014. PII has not yet collected new data on the status.
Frequent changes in leadership have been cited numerous times across the refining industry as
a detrimental factor to process safety. This has resulted in a variety of problems. These include:
Low trust,
Poor communication,
Frequent and shifting changes in direction and priorities,
Inconsistent goals and objectives, and
Questionable decisions based on short-term gains rather than long-term risk
management at a refinery. (CSB Report, BP Texas City)47, (Baker Report)48
Interviews with refinery leadership, staff, and employees show significant confidence in most
members of the current leadership team. The new GM has clearly defined the company’s vision,
and communicated refinery goals and objectives through a variety of different means. Some of
the more visible organizational changes, such as the STL/OOA roles, PSM, Learning &
Development (L&D), and MI staffing, are broadly understood, supported, and welcomed.
Focus has been maintained through the Operational Excellence Reliability Intelligence (OERI)
metrics and key performance indicators (KPI) dashboards. In addition, a noticeable
improvement in informal communications has occurred via town hall meetings, face-to-face
discussions, and management’s visibility in the units.
Alignment with this vision is improving, but it is not yet 100%. In the Safety Culture Interviews,
feedback received from hourly and salaried staff showed distinct differences (see section on
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Process Safety Culture). Many represented employees are encouraged by recent leadership
actions, but skepticism remains. This is particularly evident with union leaders, where trust
remains to be established (as of late 2013). Represented employee survey responses and
individual interviews indicate that some managers, supervisors, and engineers still do not listen
to or encourage input from hourly employees.
These differences in perspective between represented employees and management may stem
from several factors. These could include differences in access to and communication with
refinery leadership, understanding of refinery goals, or an employee’s past experience with
changes and events at the refinery (e.g., some said, “What management says is not always
what management does”). Many of the salaried employees interviewed were new employees
who do not have the same history and longevity as their hourly counterparts. Also, note
previous discussion: 3.5.5 Constrained and Guarded Responses.
This organization is clearly in a state of transition. Much has occurred over the last 18 months
(as of late 2013). The ultimate success of, and the long-term commitment to, the current
leadership plan remains to be seen.
Some specific deficiencies noted by PII related to documentation of the recent organization
changes are:
The review team noted that an action item from the Richmond Refinery Chevron
Corporate internal RISO Audit Report (2013) reported that the refinery organization chart
needs to list current Process Safety Sponsors (including newly added RISO process
safety elements)
The review team noted that an action item from the Richmond Refinery Chevron
Corporate internal RISO Audit Report (2013) reported that the 2013 Site Safety Plan did
not include new process safety elements added per RISO.
Chevron Richmond Refinery staff say they will track these action items to closure.
4.1.2 Employee Involvement in Process Safety Management
The OSHA PSM standard 49 requires that employers develop a written action plan for the
implementation of employee participation, consult with employees and their representatives on
the conduct and development of process hazard analyses and development of other elements
of process safety management, and provide to employees and their representatives access to
process hazard analyses and to all other information required to be developed.
CUSA Richmond appears to go beyond these minimum PSM requirements in many areas.
Policies and Refinery Instructions establish safety committees, such as the Joint Safety and
Health Committee, the Human Factors team, and the PSM Steering Committee, on which
employees may participate. There are also two union sponsored Triangle of Prevention (TOP)
representatives, two full-time union Health and Safety representatives, and numerous others on
special assignment who participate in procedure writing and review, training, process hazard
analysis, MOC hazard evaluations, and incident investigations. All employees undergo annual
training and retraining in roles related to process safety topics, and all operators are involved in
monthly “hypotheticals.” These are table-top drills that test and review their ability to respond
appropriately to an emergency.
Employees are also actively involved in occupational safety oriented programs such as the Loss
Prevention System (LPS), the Incident and Injury Free program (IIF), Loss Prevention
Observations (LPO), Stop Work Authority (SWA), and near miss reporting (Green Cards).
Document reviews and interviews indicate that CUSA’s PSM program would benefit from a
larger cross-section of operation and maintenance employees participating in PSM activities.
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Currently, the same represented employees participate in multiple activities. For example,
hourly employee participation in PHAs is often by special assignment trainers who keep their
positions for three years. PHAs would be an excellent opportunity to involve a broader cross-
section of SMEs in process safety related processes.
Stop Work Authority is a widely used and highly regarded process at Chevron Richmond.
SMEs and represented workers verbally provided numerous instances where the SWA was
used effectively for tasks that involved personal (occupational) safety concerns. Written
examples show examples of such SWAs as well. They gave no examples (verbally or in writing)
of SWAs used for process safety considerations (such as for preventing a process from starting
back up or to shut down a process). (This is also true for most other process plants audited by
PII where a program similar to SWA was in place.) CUSA’s PSM program would benefit with
increased application of the SWA program for process safety near misses.
Richmond has a 20-year history of having operator hourly employees in departmental PSM
leadership roles such as the WPIA (Work Process Improvement Coordinator). The WPIA
assists with MOC hazard reviews, ensures accuracy of updates to MOC process safety
information and PSSRs. Selected hourly employees write and validate operating procedures
and conduct periodic audits.
The most effective organizations provide a broader range of opportunities for employees to
become involved in process safety activities. Some organizations provide advanced PSM
training and then assign hourly employees in departmental PSM leadership roles to lead MOC
hazard reviews and PSSRs, write and validate operating procedures, conduct periodic audits,
and lead incident investigations (loss and near loss incidents). At least one refinery has found
success in a 2-year rotation of one operator from each unit into a PSM support role that includes
procedure writing, MOC leadership, and PHA of procedures.50 Chevron should consider
involving more operators and maintenance employees in WPIA assignments, in MOC hazard
reviews, and in ensuring maintenance and operating procedures are accurate. Chevron should
also consider involving more hourly employees in leading investigations of incidents (loss and
near loss incidents).
Identifying a potential process incident before it occurs and preventing the incident requires a
high level of participation by hourly employees and SMEs. Effective organizations establish a
goal in the range of 20-100 for the ratio of near loss to loss incidents (10 to 50 times the current
rate at the Chevron Richmond Refinery). These organizations manage the increased
investigation load by training 15% of their staff (primarily hourly employees) to lead and
participate in investigations. To promote wider employee participation (buy-in), management
establishes a barrier-free incident reporting process, which specifies that discipline will not be
administered as the result of a loss or near loss investigation (except in the rare case of
sabotage or intentional cause of harm).51
Recommendation 1
CUSA Richmond should expand operators’ and maintenance craft-persons’
involvement in leading roles in process safety activities. Increase the number of
operators and craft-persons involved in these activities, too. For example, involve
more operators and maintenance crafts-persons in:
Writing and validating procedures,
Leading process hazard evaluations of small MOCs,
Participating in PHAs (particularly using a broader selection of operators),
and
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Leading incident investigations.
4.1.3 Process Safety Information
Site-wide, PII found Piping and Instrument Diagrams (P&IDs) to be up to date, accurate, well
used, and well understood by operations staff. Following any maintenance or project activities,
operators conduct independent operational readiness reviews before start up, a practice
commonly known at the refinery as “Yellow Lining.” Any corrections necessary are immediately
sent to engineering to be updated. PII found this practice to be consistent across all operating
areas and business units.
PII found process safety information (such as operating procedures, safe operating limits and
consequences of deviation, material safety data sheets, drawings, and equipment
specifications) to be readily available to the operators by both paper and electronic systems
available in the control rooms. There was ample evidence that these documents are easily
accessible and frequently used. (Note: see sections 4.1.4 through 4.1.7 for additional
comments addressing Process Safety Information)
Based on review of MOC documents and interviews of SMEs, CUSA does not update PSI (i.e.,
modified P&ID of record) while a temporary change (MOC) is in effect. Temporary changes can
be in effect for various periods. Therefore, the changes for active/open MOC #1 must be
available/archived in a manner that ensures future MOCs (i.e., #2, #3, which are evaluated for
implementation) identify and reflect changes in effect for MOC #1. RI-362 section 5.1 states,
“Changes that impact existing Process Safety Information will trigger the Management of
Change Process (MOC). This is done to ensure that modified PSI remains current and is
available.” RI-362 Appendix I should be amended to include both “active” and “archived” MOC
documentation. Additional criteria (guidance) is needed to address how redlined P&IDs and
other MOC-modified PSI are archived, and readily available site-wide while a temporary MOC is
in effect. RBPS provides related examples in Sections 15.3.3 and 15.4.3.
Recommendation 2
To avoid losing track of temporary changes, improve the redlining process for the
Master P&IDs used in the field. Further, improve RI-362 “Process Safety
Information” to include criteria for handling all in-process (active) and archived
(closed) MOC-modified PSI (i.e., P&ID originals) while a temporary MOC is in effect.
RI-370 “Management of Change” may need parallel changes.
4.1.4 Process Hazard Analysis
A process hazard analysis (PHA) is one of the most important, fundamental elements of the
process-safety management program. (OSHA 3133 PSM Guidelines for Compliance)52 When
used effectively, the information developed in a PHA (potential process deviations, failure
scenarios, consequences, and safeguards) provides a solid basis for decisions that affect all
other elements of the process-safety management system.
The PHA team analyzes potential causes that can lead to severe consequences such as fires,
explosions, releases of toxic or flammable chemicals and major spills of hazardous chemicals.
The PHA focuses on equipment, instrumentation, utilities, human actions (routine and non-
routine), and external factors that might affect the process. The information is necessary to
ensure that good decisions are made to improve process safety and minimize potential failures.
A systematic and detailed review of the potential causes of deviations and the necessary
safeguards helps to identify process and mechanical weaknesses. Understanding these
potential failure modes helps build effective inspection test and preventative maintenance
(ITPM) plans to enhance mechanical integrity and reliability. The team should review operating
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procedures and troubleshooting guides for potential human errors and discuss appropriate
response measures, including an evaluation of the process safety time available for operator
intervention. This leads to improved operating procedures and additional measures designed to
improve human performance and minimize failures.
PII staff reviewed 14 documented PHAs at CUSA Richmond and conducted a horizontal review
of nine PHAs. A vertical review evaluates the quality and completeness of the PHA (and
determines if recommendations have been closed or resolved). A horizontal review, in contrast,
uses the PHA as a starting point to see if the critical features in the process (as identified in the
PHA report) are being maintained appropriately to achieve acceptable safety and reliability
factors. In this case, the horizontal review identified a sampling of critical (related to avoiding a
high consequence) component features and human response features (these features included
both causes and safeguards) to determine if these are being properly maintained.
PII determined that there is an effort to perform a thorough PHA of existing plants in a timely
manner. An expert PHA Team Leader position was recently added to the PSM team to manage
all aspects of Existing Facility and Project PHAs. The PHA Team Leader is responsible for
facilitators, scribes, management of documents, and contractors that are hired as team leaders
and scribes. The PHA Team Leader is the liaison for the refinery. This position is also
responsible for scheduling PHAs and managing the PHA recommendations.
The PHA team member qualifications specified and observed in CUSA PHA Instruction RI-363
are consistent with best practices.53 PHA Team requirements include:
Facilitator must have 10 years operational experience and corporate training course
completion (these are also requirements for contractors).
Scribe (no technical requirements) using PHA Pro for recording PHA.
Operator must have 10 years of experience and be both board- and field-qualified. If
the operator is unavailable then the meetings are delayed or cancelled.
Engineering representatives must have 5 years of experience and be either Process or
Design Engineers.
A Business Improvement Network (BIN) Leader, who participates in a portion of each
PHA team meeting54.
The following Process Hazard Analysis program concerns were identified:
The PHAs conducted before September 2013 focus on the continuous mode of
operation. According to CUSA management, Subject Matter Experts (SMEs) from
Technical and Operations take part in hazard analysis discussions regarding startups
and shutdowns and share significant incidents that occurred. The deviations of startup
and shutdown are discussed as a hazard and operability (HAZOP) deviation within an
equipment node, but data shows this will not adequately address the hazards for these
modes of operation. Online maintenance modes of operation have not been
considered. Industry data indicates that 70% of process safety accidents occur during
these non-routine modes of operation. U.S.OSHA, state, and industry entities (since
1989 and onward) have cited lack of PHA of procedures (for these non-continuous
modes of operation) in their investigations of accidents in the process industry
(including accidents at Phillips [TX], Ashland Oil [KY], Bayer Crop Sciences [WV], and
BP offshore). Simply considering the deviations of “startup, shutdown, and
maintenance” during a node-by-node HAZOP of parameters has, in PII’s experience,
been shown to catch less than 10% of the accident scenarios during these operating
modes. These factors and data are why the CCPS added a new Chapter 9 in the 3rd
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edition of Guidelines for Hazard Evaluation Procedures (2008), which is the key
standard for PHAs.55 Richmond Refinery should update their Process Hazard Analysis
Procedure to include complete hazard review of the step-by-step procedures for
startup, shutdown and online maintenance modes of operations. Refinery
management reports that Procedural PHAs for loading and unloading operations have
been conducted.
PII noted that an action item from the Richmond Refinery Chevron Corporate internal
RISO Audit Report (2013) stated that screening criteria had not been established and
implemented to determine which procedures may be appropriate for a Procedural PHA.
Rather than screening procedures to limit the PHA to only the higher-risk tasks, PII
data and best industry practice prescribe a PHA of all procedures.
However, the procedures with lower risk (which is likely 70% of procedures at a
refinery) can be reviewed using the What-If methodology. The procedures for higher-
risk tasks (about 30%) can be reviewed with the 2-Guideword HAZOP approach,
applied to each step that changes the state of the process.56
For PHAs reviewed by PII, it appears that loss of containment causes, such as
corrosion, erosion, external impact, improper maintenance, material defect, pump seal
failures, gasket/packing failure, and drains/vents left open were not discussed during
each HAZOP node. One exception at the refinery was loss of containment resulting
from pump seal damage, which is evaluated as part of (within) standard HAZOP
deviations, such as “low flow” or “high pressure.”
As reported by CUSA management, during the HAZOP, the operator is asked to
identify issues related to drains/vents, sample connections and valves that can be
opened to the atmosphere. This should foster a loss of containment discussion.
Identified concerns for these types of loss of containment scenarios are noted in the
PHA documentation. Recent PHAs included a BIN Leader who participates in a
portion of each PHA team meeting.57
However, since specific/individual damage mechanisms from API 571 “Damage
Mechanisms Affecting Fixed Equipment in the Refining Industry” are not considered at
each process section (node) within the process, it is likely that unique hazardous
scenarios have been missed. (Best practice, as stated in Guidelines for Hazard
Evaluation Procedures, 2008,60 is to consider damage mechanisms within each
equipment node.) It is also likely that that some necessary safeguards such as remote
isolations, leak detection, etc., for pipe sections, pumps, vessels, and columns have
been missed.
PII found minimal evidence in PHAs conducted before 2013 that mechanical integrity
data such as deficiency reports, damage mechanisms, number of piping repairs
(clamps), and location of specification breaks were used in PHA process node analysis
in the deviation for loss of containment (see 4.1.5 Mechanical Integrity). As a result,
PHAs conducted before 2013 probably have covered less than 30% of the potential
equipment damage causes (mechanisms). The same may also apply to the PHAs
conducted since 2013, if the procedures for conducting PHAs have not been corrected
for this weakness.
CUSA management reports that the Design Engineering Group piloted a specification-
break review in 2013. (Specification “spec” breaks are where the materials of
construction or pipe thickness change.) Also, each PHA is intended to identify any
potential spec break concerns within the unit (as is typical for PHAs that follow industry
best practice). It is understood that a policy and procedures to codify spec-break
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reviews will be implemented. This approach to damage mechanisms related to
materials specification is considered a best practice. Most competent PHA teams in
the industry ensure a discussion of each spec break during a PHA.
PHAs at CUSA do use a latent conditions checklist, and most of the PHA/HAZOP
tables list very few (essentially no) human factors in the causes or safeguards.
According to CUSA management, the PHA Team completes a walk-through of the
plant before conducting the human factors/latent conditions review. The team reviews
the latent condition checklist in the PHA meeting, with plant observations documented
as needed during the meeting. “Human Factors” is also considered with each node
and any items of concern are documented by exception. This type/level of human
factor review has been proven insufficient to fully analyze and document potential
causes for many loss of containment scenarios. The refinery should implement
Human Factors analysis techniques that address RISO requirements and go beyond
these to follow well-established, industry best practices for review of Human Factors,
especially during PHAs.
Safeguards and causes or scenarios with outcomes below Consequence Level I and II
are not included in the ITPM program and follow-up on ITPM reviews is not forwarded
back to the PHA leader. This can result in the risk of the scenarios increasing due to
lack of periodic validation.
At the time of this Safety Evaluation, the Richmond Refinery did not consistently follow
CCPS Hazard Evaluation Procedure 3rd Edition (and OSHA) guidance58,59 for justifiably
declining a PHA recommendation. The revised policy and procedure for managing
recommendations should include instructions for declining recommendations. in writing,
based upon adequate evidence that one or more of the following conditions is true:
o The analysis upon which the recommendation is based contains material factual
errors;
o The recommendation is not necessary to protect the health and safety of the
employer's own employees or the employees of contractors;
o An alternative measure would provide a sufficient level of protection; or
o The recommendation is infeasible.
Recommendation 3
To avoid missing causes and necessary safeguards against loss of containment,
be sure hazardous scenarios starting from pertinent damage mechanisms are
reviewed during each unit’s PHA. (Pertinent damage mechanisms include
corrosion, erosion, seal failure, pump failure, external impact, external fire,
material defect, improper maintenance, drains/vents left open, etc.) In particular,
review external impact as a damage mechanism for each node.
A review of such loss of containment scenarios in each node is recommended, as
described in the Guidelines for Hazard Evaluation Procedures, 3rd Edition, 2008,
CCPS/AIChE. Adding a loss of containment deviation would double-check against
missing standard damage mechanisms (such as corrosion and erosion) during
unit-wide reviews. It would also improve the current PHAs by providing a review
at each node for external impacts and control of drains/vents. Review and
incorporate mechanical integrity data during this analysis.
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Recommendation 4
For PHAs, improve Human Factors’ incorporation in brainstorming accident
scenarios. Also, improve documentation of how human factors are accounted for
in causes and safeguards listed in the PHAs, per industry best practices. (Also,
see 4.1.5 Mechanical Integrity and 4.1.7 Operating Procedures for ensuring these
safeguards remain reliable.)
Human safeguards (protection layers) include operator actions (alarm
response, problem identification, troubleshooting).
Human causes include operating errors related to issues such as
inaccuracies and lack of clarity in procedures and misidentification of
process equipment (because of inadequate labeling, numbering, and
nomenclature).
Recommendation 5
Continue, and expand, the current Procedural PHA program implementation so
that all modes of operation are evaluated. Include a PHA of startup, shutdown, and
online maintenance procedures, as described in Chapter 9 of the Guidelines for
Hazard Evaluation Procedures, 3rd edition, CCPS/AIChE, 2008.60 This will entail
using a 2-guideword HAZOP approach on each step for critical procedures and a
What-if (no guideword) approach for less-critical procedures. No procedures
should be excluded.61
Recommendation 6
Implement a policy and procedures for documenting, in writing, the justification
for declining PHA recommendations (per Guidelines for Hazard Evaluation
Procedures, 3rd Edition 2008).62 Base justifications upon adequate evidence that
one or more of the following conditions is true:
The analysis upon which the recommendation is based contains material
factual errors;
The recommendation is not necessary to protect the health and safety of
the employer's employees or contractors’ employees;
An alternative measure would provide a sufficient level of protection; or
The recommendation is infeasible.
At the time of this evaluation, all Safety Instrumented Functions (SIF) at CUSA are required to
have LOPA (since the SIFs were already installed, for the most part, before the company
decided to comply with ANSI/ISA 84 requirements for SIS). CUSA is developing a new decision
process (expected to be released April 2014) for determination of when a LOPA is necessary.
Safety Objectives Analysis (CUSA term for LOPA) started in 2007 but was ended in 2008. This
process was considered to be too conservative as it did not use conditional modifiers resulting
in much higher SIL requirements than expected. The new methodology will include appropriate
conditional modifiers resulting in a lower number of high SIL safeguards. CUSA is currently in
the process of setting up mechanisms for inspection, maintenance, and analysis of SIS and they
are reviewing the installations to ensure that they meet the ANSI/ISA standards.
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Recommendation 7
Follow through on the existing plans to implement a process for determining
when a LOPA is necessary.
Recommendation 8
Follow through on the existing plans to establish ITPMs for SIS. Also, ensure they
meet CCPS and ANSI/ISA requirements for SIS.
At the time of this evaluation, the asset integrity (AI) program includes safeguards associated
with Consequence Level I (50-100 fatalities) and II (5-50 fatalities), as outlined in “RI-368
Mechanical Integrity” and “RI-371 Near Loss, Event Reporting, and Incident Investigation.”
Safeguards associated with Consequence Level III (1-4 fatalities) are not currently included.
The PHA manager provides the OOA with a list to ensure that all safeguards are included in
regular testing and verification. However, criticality is not consistently assigned, ITPMs are not
consistently created, and findings are not fed back to the PHA team. RI-368 is being revised
and reviewed, but crucial gaps remain in the newest version.
Recommendation 9
Update policies and procedures to define clearly the process, roles, and
responsibilities for managing and maintaining equipment and human actions
identified as safeguards and causes (as identified in PHAs). The safeguard
management system(s) of the asset integrity program should include safeguards
and causes identified in PHAs for Consequence Levels I and II. In addition,
expand them to include Consequence Level III events. Criticality should be
identified, such as by labeling as independent protection layers (IPLs) in the PHA
report. This rating should be maintained in the CMMS. Appropriate ITPMs should
be developed, performed, and documented for each of these items. Further, until
the ITPM plans are established and active for a safeguard, no credit should be
taken for it (e.g., it should not be considered an IPL). NOTE: The IPL management
system that the refinery has begun may address the concerns of this
recommendation. However, control of the frequency of causes is just as
important as the control of the probability of failure on demand of an IPL.
4.1.5 Mechanical Integrity (MI)
All equipment used to process, store, or handle highly hazardous chemicals needs to be
designed, constructed, installed and maintained to minimize the loss-of-containment risk. This
requires that a mechanical integrity program be in place to ensure the continued integrity of
process equipment. Key elements of an effective mechanical integrity program include:
Identification and categorization of equipment and instrumentation,
Inspections and tests,
Testing and inspection frequencies,
Development of maintenance procedures,
Training of maintenance personnel,
The establishment of criteria for acceptable test results,
Documentation of test and inspection results, and
Documentation of manufacturer recommendations as to mean time to failure for
equipment and instrumentation. (OSHA PSM 1910.119)62
Richmond Refinery has a concentrated effort to update and upgrade maintenance procedures
and practices. Procedure writers have recently been added to the maintenance organization.
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Maintenance procedures are being developed with guidance from the L&D team and migrated
into the site’s electronic manual management system (EMMS). However, this is a system in
transition – many maintenance procedures remain to be developed or upgraded. Chevron-
general and refinery-specific mechanic training and certification are reported to be similar to
other refineries in the area. Training documentation and control remains within the department
or craft of the Richmond Refinery. Maintenance personnel training procedures and practices
need to be formalized to meet future staffing needs.
PII reviewed the past three to five years’ history for preventive maintenance (PM) compliance,
Break-ins (unplanned turn around work not including discovery work resulting from planned
inspections), and Due Date compliance. “Metrics monthly meetings” and Routine Work Control
Program are providing necessary focus to improve in all areas. PM compliance is 100% and
Break-ins are consistently at less than 5%. All trends show improvement. As listed on a public
access website maintained by CUSA (http://chevronmodernization.com), the refinery tracks the
following 26 process safety indicators in the OERI database:63
PHA Recommendation Implementation Overdue
Safety Instrumented Systems (SIS) Functions Disabled
SIS Functional Test Overdue
Open Safety Work Requests
Overdue Preventative Maintenance
Inspections Overdue
Overdue Training
Training Due in 30 days
Permanent MOCs Overdue
Temporary MOCs Overdue
Mechanical Availability
Incident Solutions Overdue
Investigations
Audit Action Items
Pre-Startup Safety Review Exceptions
Overdue Testing of Over Speed Trips
Overdue PRDs (Pressure relief valves) Testing
Days Exceeding Alarm Limit
Critical Process Variable Deviations
Routine Duties Not Completed
Work Order Schedule Adherence
Open Temporary Leak Repairs
Utilization (Mechanical Utilization)
Reliability Clock (Mechanical Reliability)
Industrial Safety Ordinance Recommendation Implementation Overdue
Overdue Compliance Assurance Program tasks
All show significant improvement over the last 4 years. (This list is similar to indicators tracked
by other refineries and chemical plants.)
CUSA Richmond’s MI objective is to identify and prevent hazardous material releases caused
by equipment failures. Since 2009, the refinery has averaged 500 total temporary leak repairs
(TLR), of which an average of 11 TLR/yr are in hydrocarbon and chemical service; the rest are
essentially for water, steam, or condensate service. This number of TLRs per year (for
hazardous chemicals) is low compared to CUSA peers. These TLRs should be replaced during
major shutdowns, but currently there are 83 TLR in hydrocarbon service. A review of safety
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work orders shows their closure remained steady at ~86% over the same 4-year period.
Because of the significant number of temporary leak repairs (83) for hydrocarbon (HC) service
that were reported to PII as “open,” refinery management should investigate these further.
CCPS Mechanical Integrity guidelines provide extensive guidance concerning definitions of a
“deficiency,” and it provides some typical corrective action methods to address these
mechanical integrity needs.64
Recommendation 10
Follow through on the current refinery initiatives to reduce the number of TLRs
and improve the closure speed on safety work orders.
During a live navigation of the Maximo computerized maintenance management system
(CMMS) system, PII staff searched for ITPM plans and records for instrumentation and
equipment identified in a recent (<3 years old) PHA as either a cause or a safeguard for a risk
level 3 (Major) incident. These included pressure vessels and tanks, piping systems, critical
process control loops and alarms, rotating equipment, and emergency block valves.
Opportunities for improvement were found in varying degrees:
Many tag numbers for instruments listed as causes or safeguards in PHAs could not
be found (according to CUSA staff, only about 50% of the instrument tags were
brought over during migration to Maximo from an older CMMS system). The tagging
and labeling of instrumentation within CMMS should match the labels on the P&IDs
and other documents (such as cause and effect diagrams and loop diagrams), so field
operators and maintenance technicians can verify the status of ITPM inspections.
CUSA reports that a naming convention is established and used for updating and
adding new plant information within Maximo. When applying the naming convention,
instrumentation is generally set up as a loop associated within or connected to a larger
asset or as a “virtual point.” Richmond Refinery should upgrade and formalize this
naming convention process to clearly identify, test, and monitor safety critical
equipment and individual instrument components within the MI program.
Individual equipment is sometimes associated with a vessel or with larger pieces of
equipment such as a furnace or compressor. See discussion above for
instrumentation.
The reliability department is responsible for criticality assessment. Most instrument
items did not have the criticality associated with the equipment. Those that did were
set as “low.” Criticality is reviewed for safety, environment and production. The sRCM
(reliability centered maintenance) project was started in 2007. Process safety
instrumentation will be ranked and have an ITPM specified, and will be included on the
Maximo maintenance process (targeted for 2014).
Per CUSA management, since 2000, a guideline has been in place for the information
handed over to the “Add, Change, Delete” coordinator (ACD). The ACD coordinator
manages the input and updating of the equipment, piping and instrumentation
inventory and naming nomenclature. Observed inconsistency in this process indicates
that revalidation of the policy and procedures is warranted. Include guidance for the
add, delete, change process so that causes and safeguards identified in the PHA
reports are included in the formal MI program, as stated earlier in this report.
SIS sheets contain the specifications for each piece of equipment, size, metallurgy, etc.
The Reliability group is currently responsible for entering and retaining this information.
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Since the above issues make it difficult to track mechanical integrity history, identify potential
equipment failures, review maintenance performed, or create effective ITPMs, the refinery
initiated the sRCM process in 2007 to address these gaps. However, written ITPM plans,
procedures, and records could not be located for all process safety critical equipment during this
evaluation (2013). The MI task and frequency selection process for process safety critical
equipment should include manufacturer’s ITPM recommendations, applicable codes and
standards, Chevron’s operating experience, other recognized and generally accepted good
engineering practices (RAGAGEP), and best practices (which may differ greatly from
RAGAGEP).
Work is underway to close part of this gap with resources assigned to write and manage
procedures in the electronic maintenance manuals (EMM) database. However, data is missing
and/or incomplete in both maintenance and reliability databases (Maximo and Meridium). A
numbering system and data structure must be established to provide the granularity required to
manage ITPMs at the component level. While the sRCM project initiated in 2007 should
address these MI gaps, the refinery should evaluate the project schedule and resourcing,
considering the critical nature of this MI gap.
Recommendation 11
Finish identifying MI-critical assets to add to the ITPM program. The criteria
should consider the asset function (control, safeguard, containment, etc.) and the
consequence of failure (which is also listed in sRCM documentation). As stated in
Recommendation 9, until the ITPM plans are established and active for a
safeguard, no credit should be taken for it (e.g., IPL).
An organizational change has been implemented in the maintenance and reliability (M&R)
departments to ensure that the proper personnel are assigned to newly established roles for MI.
Creation of a lead person and technical support for data input shows there is a focus to ensure
that data entered into the system has better integrity than in the past. Roles and responsibilities
are being better defined, personnel are being hired, and asset integrity in the field is a focus.
Inspection Supervisors (IS)/Analysts assigned to the area business unit (ABU) are tasked to
ensure the accuracy and consistency of information being entered into the Meridium database.
The IS reviews and approves all inspection(s) and recommendations. The IS provides oversight
to data entry for inspection recommendations and history briefs entered into Meridium. A Fixed
Equipment Integrity Manager was a newly established position at the time of review.65, 66 This
additional layer of management is being put in place to upgrade and improve the quality of the
MI program. An MI SME for fixed equipment is developing ITPM procedures and job aids for all
ITPM tasks including selection of equipment for the MI program, selection of ITPM methodology
(including consideration of Damage Mechanisms), and who/what/how to perform ITPM tasks.
The MI SME is also preparing ITPM reports, and developing how ITPM results will be tracked.
As of October 2013, many good programs are being put into place; and Richmond Refinery
management is attempting to understand where it needs to concentrate its efforts and priorities
and is taking steps to close most gaps.
Recommendation 12
Continue the current emphasis on the MI procedures and processes. Follow
regulatory guidelines, and implement best industry practices, such as those
described in the CCPS Guidelines for Mechanical Integrity Systems.67 Continue
developing maintenance work instructions for ITPM. Provide resources and
systems to effectively manage ITPMs at the component level for all process safety
equipment. In addition to the general improvements above (toward which the
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refinery is already working), consider implementing the following specific
improvements:
a) Review/update the policy and procedures that define how instrumentation
is entered into the Maximo system and verify implementation. Ensure that
instruments are maintained (and tracked and documented) per ISA
requirements.
b) Review/update the policy and procedures that define the “Add, Cahnge
Delete” equipment-information management system and that direct how
information is entered into the Maximo and Meridium systems.
c) Train the ACD Coordinator on the updated policy and procedures (see
Recommendation 12.b, above.) so that ITPM entry, tracking, and historical
data are associated with the proper equipment.
During live navigation of the Meridium database, PII and CCHMP staff identified issues
regarding information availability and retrievability that affect the ability to quickly identify
operating and maintenance history associated with each piece of equipment. Live navigation of
Meridium with SME operation demonstrated that ITPM data was mishandled and not available
to support the refinery mechanical integrity program. Current maintenance methods fail to input
ITPM data so that the data could be used to manage ITPM tasks for refinery mechanical
integrity. Per the Meridium live demonstration, PII could not determine if the ITPM inspections
were complete or if the ITPM reports were complete. MI information was not sufficient to
determine that critical components identified in the PHAs are being maintained.
For example, the Safety Evaluation team selected various piping circuits flagged on the
P&IDs as covered by the PSM program to see if these piping circuits are included in the
MI management program demonstrated through Meridium performance. The MI SME
had difficulty finding MI data for specific sections of pipe requested. The evaluation team
interviewed the MI fixed equipment management team. The Richmond Refinery fixed
equipment MI management team recognized several deficiencies with the MI program
for piping systems based on difficulty in locating and analyzing such data. (As discussed
later in this section, the piping data for all 10 of the selected piping was eventually
located and reviewed.)
CUSA (as of late 2013) has a program to close the gaps in the ITPM program for piping
systems containing highly hazardous materials by completing additional thickness
measurements, inspection and testing for piping circuits based on damage mechanisms, critical
reliability variables, and determination of erosion and/or corrosion rates. Based on interviews
with MI staff, MI procedures for inspection of piping systems that contain hydrocarbons and
chemicals are being prepared. These will provide guidelines on how to manage the reliability of
piping sections including identifying critical reliability variables, material of construction, damage
mechanisms and corrosion rates.
Per the inspection manager, about 80 percent of the units in the refinery have specific PFDs
indicating possible corrosion or damage mechanisms that are not currently on the P&IDS. The
PFDs are unit specific, but not the same drawings that are in API 571. CCHMP reviewed a
drawing, D-308226-6, revision 4, dated 10/21/04, originally created and approved 2/27/90,
Plant Equipment Reliability Flow Diagram, which describes all of the different damage or
corrosion mechanisms with corresponding numbers. These, in turn, are used to indicate the
type of unit specific mechanisms on the unit specific PFDs. Per the inspection manager, the
numbers used do not match API-571, so part of the ongoing project is to use the same
numbers as API-571. A draft corporate standard guides this effort.
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A summary of the MI improvements (per the public access website maintained by CUSA
(http://chevronmodernization.com), being implemented at the time of the Safety Evaluation is
as follows:68, 69
To ensure that mechanical-integrity related recommendations (e.g., for a design
change recommendation from incidents that occur at peer companies) are
appropriately reviewed, prioritized, and acted upon, the refinery has developed and
implemented processes for additional oversight of such recommendations. These
include recommendations from Chevron’s Energy Technology Company and other
subject matter experts, as well as from general industry alerts. A review of
mechanical-integrity standards has been undertaken and these standards will be
compared to existing Chevron standards to identify any discrepancies and establish
a plan to reconcile those discrepancies on a go-forward basis.
A Fixed Equipment Integrity Manager (FEIM) has been added, who is responsible for
developing, implementing, and stewarding the refinery’s Fixed Equipment Integrity
program. The goal is to achieve zero process-safety incidents and improve
mechanical availability.
Refinery MI staff were developing an Integrity Threat Process, which has been
deployed to address inspection recommendations for equipment and piping that
could significantly impact safety, or environmental or plant operations. The refinery
Operations group is notified of all integrity-threat inspection recommendations and
takes action to develop a planned resolution by the target completion date. The
integrity-threat inspection recommendation is tracked through the refinery’s
MERIDIUM and OERI databases until it is resolved.
The refinery has also updated its internal work instructions to address inspection
results that indicate that equipment or piping will reach “flag” or “alert ” thickness prior
to the next scheduled turnaround. The refinery’s on-stream inspection work
instruction was updated in 2013 to include immediate notification to Chevron of any
field measurements that indicate a remaining life of one year or less. An API-
certified inspector assesses the results of the inspection and expands the inspection
program for the equipment or piping as appropriate. In such a situation, an integrity-
threat inspection recommendation is issued to the refinery’s Operations group and
tracked to completion.
MI threat MOCs are tracked by ABU inspectors working with ABU staff to review
recommendations with design engineering to develop a repair plan (including ISO,
CML plan, reviewing design issues such as dead leg, and mitigation) Present MI
planning is to make permanent repairs to all temporary leak repairs during
turnarounds or other opportunities.
The refinery has also developed a new process to review all damage mechanisms
that may affect a given plant at the process level. This Damage Mechanism Review
(DMR) process, which is consistent with API 571, requires a team of SMEs to review,
analyze, and make recommendations concerning damage mechanisms and how to
mitigate the effects of damage mechanisms on each process unit. The results of
these reviews are then provided to the PHA team for their consideration and review
as that team formulates its recommendations. The DMR process was piloted at
Richmond in 2013 and has since been made a required element in the PSM process
at the refinery for selected process units, on an ongoing basis.
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The refinery has also modified its Reliability Opportunity Identification/Intensive
Process Review (ROI/IPR) process and, as discussed above, its PHA procedure, to
ensure that damage mechanisms are appropriately considered.
In addition, the Fixed Equipment Integrity Group was developing asset strategy plans
for each process unit at the piping circuit level. The refinery was developing an asset
strategy plan based on Integrity Operating Windows (IOW) consistent with draft API
RP 584 – Integrity Operating Windows, and planned to address damage
mechanisms and recommendations for mitigation of risks.70 (These operating limits
are currently identified at the refinery as Critical Reliability Variables [CRVs]).
Operation within the preset limits of IOW (or CRVs) should result in predictable and
reasonably low rates of degradation, unless unanticipated variances are uncovered.
These asset integrity plans include consideration of, among other things, process
conditions, inspections techniques and frequency, mixing and injection points, and
corrosion monitoring locations (CML). These plans will be integrated with the DMR
process. A pilot of the asset-strategy plan process has been performed for the crude
unit, and asset strategy plans will be implemented for all processing units on an
ongoing basis.71
The MOC process is followed including PSSR and tracked in MAXIMO and/or
Meridium databases. TLRs can be tracked by assigned due date.
The MI SME has a fundamental understanding of the CRVs (IOWs) for the refinery’s various
process units and good knowledge of the potential damage mechanisms. This understanding is
required to establish and maintain an inspection program that yields the highest probability of
detecting potential damage. In the past, Chevron’s Reliability Department developed corrosion-
profile analysis documents for the refinery’s process units that included CRVs, specification
breaks, material of construction, and corrosion mechanisms for the various processes (these
were documented on process flow diagrams). The corrosion analysis profiles were not
maintained as PSI, and, in the past, these profiles have not been updated as a critical PSM
document. The new initiatives should correct this situation. In addition, the MI department is
adding more staff to conduct the accelerated ITPM inspections and documentations.
Chevron Richmond Manufacturing has a Shaping Plan that lists many objectives around
inspections, damage mechanisms, leak repairs and organizational capability.
The Refinery Fixed Equipment management team should continue their program to upgrade
their MI programs. Based on employee interviews as part of this evaluation, CUSA is (1) adding
more inspectors and resources to perform identified ITPM task activities; (2) reorganizing the MI
management organization to improve management of MI data; and (3) implementing the
appropriate ITPM tasks for refinery piping process including appropriate damage mechanisms
for the specific process and conditions. CUSA is obtaining the resources to bring the present
program up to industry best practices.
ITPM plans in use for the refinery were found to be incomplete for some process operating
conditions. As listed on a public access website maintained by CUSA
(http://chevronmodernization.com), prior to and during this safety evaluation, the refinery also
undertook a component-by-component inspection of all individual carbon steel piping
components exposed to high-temperature sulfidation conditions. The inspection followed newly
implemented inspection guidelines consistent with API 939-C – Guidelines for Avoiding
Sulfidation (Sulfidic) Corrosion Failures in Oil Refineries and Updated Inspection Strategies for
Preventing Sulfidation Corrosion Failures in Chevron Refineries (Sept. 30, 2009). The
inspection program has been divided into two primary phases: Phase one calls for the
inspection of piping components in service with temperatures above 500° F, and phase two
calls for inspection of piping components in service with temperatures between 450° and 500° F.
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As of March 2014, the refinery had inspected nearly 19,000 individual piping components,
including all high-priority piping components operating at or above 500° F. The inspection
program is scheduled to be complete by August 2014. Pursuant to the inspection program,
components are replaced as needed, and additional corrosion monitoring locations (CMLs) are
being added where the inspections indicate higher corrosion rates.72
A pilot program for DMRs was underway also. The refinery is addressing items
identified during this pilot study; the refinery needs to update the MI procedures to
complete implementation of this project. For example:
Per the City of Richmond website for the Richmond refinery “Chevron Modernization
Project Environmental Impact Report”73, Appendix 4.13-REL_r2:74
“Chevron has a best practice for managing sulfidation corrosion, Inspection Strategies for
Preventing Sulfidation Corrosion Failures in Chevron Refineries, (Chevron, 2009). It is
based on the guidelines in API-939-C, Guidelines for Avoiding Sulfidation (Sulfidic)
Corrosion in Oil Refineries (API-939, 2009), supplemented by Chevron’s personal
experience with this damage mechanism. Therefore, based on several considerations,
including the past sulfidation failure incidents and their sulfidation best practice, which
stipulates specification of 9CR piping at sulfidation temperatures greater than 525 °F,
Chevron is planning on replacing 17 piping circuits currently either carbon steel or 5Cr-1Mo
with 9Cr-1Mo at the next scheduled turnaround in 2017, plus four partial circuit
replacements (Table A4.13-REL-5 and Table A4.13-REL-6). This Reviewer agrees that
this decision is an appropriate one to mitigate risk uncertainty associated with future
sulfidation failures.”
Prior to this DMR pilot program, the Richmond refinery MI program identified and
addressed specific corrosion mechanisms in the MI program but did not uniformly consider
damage mechanisms consistent with the refinery operating conditions, as identified by the
Chevron corporate best practices. As a result, some of the Richmond refinery processing
unit process piping that Chevron corporate recognized as subject to high-temperature
sulfidation corrosion is not constructed from Chevron specified materials of construction.
Further, affected portions of these piping circuits were not inspected frequently enough or
completely enough to address the original/mixed specification piping, considering current
operating conditions. Best practices MI programs integrate DMR program results into MI
and PHA procedures.
ITPM plans were not developed for all process piping sections. ITPM plans did not always
consider damage mechanisms, design data, CRV, guidelines, etc. when developing the
plans. MI data in Meridium could not easily be correlated to P&IDs and PFDs, making it
more difficult to share MI data with employees, such as PHA team members.
At the time of this evaluation, Richmond CUSA was implementing inspection of each carbon
steel component exposed to sulfidation conditions.
The Refinery MI programs should be based on positive material identification (PMI),
understanding of possible damage mechanisms, CRV, best practices in piping design (material
of construction determination, sizing, corrosion allowance, fabrication, etc.). The programs must
also account for changes in process conditions.75,76 Piping systems installed in the 1960s that
are subject to high-temperature sulfidation corrosion should be inspected at every component
(because the exact material of construction is not known and cannot be determined with non-
destructive testing methods) to ensure their integrity. Piping system failures can be catastrophic.
To address this need, the refinery is transitioning to a circuit-based ITPM plan for piping.
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The Richmond Refinery uses their MOC tracking system to address process safety-related
online temporary repairs, which include communication and tracking of open TLRs. As part of
the MOC process, when process safety temporary repairs have been executed, the area
operators are notified to ensure awareness and monitoring of the repaired piece of equipment.
Awareness of this information is critical during unit upsets, possible leak identification and
emergency response.
Recommendation 13
Revise the TLR policy/program to require operators to check more often for leaks
while a TLR is in place.
As described above, at the time of the Safety Evaluation of the Richmond Refinery, refinery
management was making improvements in their reliability organization to provide more
mechanical integrity oversight and to improve process safety work processes. For piping
systems containing highly hazardous materials, these improvements were being based on
API RP 584 and appropriate API codes and standards such as API RP 571, API 580, and API
939-C and refinery operating experience.
PII (with the assistance of CCHMP staff) selected 10 critical process lines and reviewed the
ITPM data for these piping systems. All of the lines had external inspections and thickness
measures within the 5 years before the Safety Evaluation. Two (2) of the ten (10) piping
systems were 6 months past the 5-year “typical” external inspection frequency. Data for one
of the pipe systems made no mention of the calculated remaining life (which can be derived
from the measured thickness, based on the rate of corrosion observed). All other piping
systems had remaining life of 6 to 60 years. None of the piping records referenced API RP
584. The ITPM for these piping systems also did not reference API RP 584.
Chevron currently plans to:
Accelerate inspections of process piping system based on criteria in API 571 and API
584.
Develop and implement improved MI procedures on how to ensure the mechanical
integrity of process piping, vessels, and storage tanks using guidance from API 584 and
API 571. (As mentioned earlier, the refinery is transitioning to circuit-based approach for
ITPM of piping.)
Chevron should follow through on plans to improve piping ITPM by using appropriate API
codes and standards and Chevron’s operating experience to develop MI procedures and
practices to guide MI inspectors. Guidance should include:
API RP 571 Damage Mechanisms Affecting Fixed Equipment in the Refining Industry
API RP 574 Inspection Practices for Piping System Components
API RP 939-C Guidelines for Avoiding Sulfidation (Sulfidic) Corrosion Failures in Oil
Refineries
API RP 584 Integrity Operating Windows – This RP explains the importance of IOWs for
process safety management and guides users in how to establish and implement an
IOW program for refining and petrochemical process facilities for the express purpose of
avoiding unexpected equipment degradation leading to loss of containment. It is not the
intent of this document to provide a list of specific IOWs for the numerous types of
hydrocarbon process units in the industry (though some generic examples are provided
in the text and in Appendix A). Rather, it provides the user with information and guidance
on the work process for development and implementation of IOWs.
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Chevron’s operating experience and guidance from Chevron MI SME.
Recommendation 14
Follow through on plans to improve piping ITPM by using appropriate API codes,
standards, and Chevron’s operating experience, to develop MI procedures and
practices to guide MI inspectors. Complete the current plans to determine which
piping systems are most susceptible to corrosion issues, especially sulfidation
and high-temperature hydrogen attack. To achieve the highest probability of
detecting potential damage in process piping, audit and as necessary, complete
the development and implementation of DMR and ITPM for process piping
sections. This should be based on an understanding of process/operating
conditions and resulting damage mechanisms. Use damage mechanisms
appropriate for the units and operating conditions, such as high-temperature
sulfidation, high-temperature hydrogen attack, and hydrochloric acid (HCl)
corrosion.
Currently, when an integrity threat is detected by the Asset Integrity (AI) inspection department,
the ABU team is required to develop a mitigation plan. A form is submitted and approved by the
ABU, the Fixed Equipment Integrity Manager (FEIM), and the inspector. Integrity threats are
grouped together and managed separately (from other equipment deficiencies) to ensure that
they are given top priority (to prevent loss of containment) relative to other reliability issues. At
the time of this evaluation, the integrity threat form and a flowchart developed for training were
the only documents that define ABU responsibility for the Integrity Threat process. A formal
document refinery instruction (RI), procedure or guideline defining the integrity threat process is
needed.
Per input from refinery management, the Chevron Manufacturing Fixed Equipment Integrity-
Threat Work Process (with Richmond additions) was updated September 14, 2013. The
equipment integrity-threat work process describes tracking threats, inspector testing and
analysis responsibilities, and the OOA and Business Unit manager responsibilities. The ABU is
responsible to ensure equipment is safe to operate or to take appropriate action while a
mitigation plan is developed. The Fixed Equipment Inspector is responsible for advising
management of any immediate threat to loss of containment and notifying the FEI Lead Person
of the situation status. The FEI and FEI Lead Person are also responsible for issuing integrity
threat forms to document what mitigation is taken. They are also charged to follow the work
process for identification and resolution of fixed equipment integrity threats to identify, document
and implement the resolution. The Fixed Equipment Inspector manages equipment status in
Meridium (MI database). MI documentation includes the following information:
Line description and line size
Service (hydrocarbon, steam, etc.)
Suspected damage mechanism
Target completion date (date when work should be completed in field)
Description of the corrosion
o Internal/external
o Size and location of the corroded area (e.g., uniform wall loss, circumferential, or
isolated pitting)
o Corrosion rate if known or state that it is not known or not linear
o Mark up P&ID or isometric drawing to show location
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o Any pictures as appropriate
Fixed equipment area lead, team lead, or FEIM are responsible to review and approve
integrity threat by completing the following:
o Ensure inspection recommendation information is complete (per job aide)
including (1) damage mechanism and (2) basis for initial target completion date
o Select name in the final approver name field
o Change the status from created to approved (if the team approves the actions)
o Notify Reliability Administrator to issue Inspection Recommendation (IREC) on
integrity threat form
Also, according to management, the new initiative ensures that after the appropriate
communication of the integrity threat to the Business Unit and stakeholders for approvals, the
OOA develops a resolution plan with team resources. The RBM consults with the FEIM if
additional time is required to develop the resolution plan or when the target completion date for
the recommended action will not be met. The technical SME conducts the initial engineering
evaluation to identify if equipment is at/below flag thickness, and the SME notifies the ABU of
the findings and consults with the Fixed Equipment Inspector as needed for additional
information. The RBM approves the integrity threat resolution plan and due date by signing the
integrity threat form. He then returns the form with the documented resolution plan and due date
to the FEIM for approval. The OOA issues a maintenance work request if needed and assigns
responsibilities to other groups as needed to execute the plan. The OOA meets periodically
with the team to track status of resolution until implementations are complete. Also, the RBM
proactively monitors the ABU resolution plan implementation to help ensure completion by the
due date. The OOA works with the area team to determine if the integrity threat requires
mitigation until the resolution can be implemented. The Fixed Equipment Integrity Manager
approves integrity threat resolution plans, assigns the due date and mitigation plan with due
date (if mitigation is required) by signing the integrity threat form.
Then per this new plan, the Fixed Equipment Inspector updates integrity threat target
completion dates in Meridium to reflect the agreed upon resolution and/or mitigation due date. If
mitigation is required, the Meridium target completion date will be the agreed upon mitigation
completion date until mitigation is complete. The FEI verifies that resolution and/or mitigation of
the integrity threat is complete. The approved resolution documentation must be approved by
the FEI Lead or FEIM.
Recommendation 15
Follow through on the current initiative to develop a policy and procedures
(refinery instruction [RI], procedure, or guideline) that describes the process, roles,
and responsibilities for the integrity threat process.
Currently, whenever it is necessary to bypass or disable a safety instrumented function (SIF)
within the safety-instrumented system (SIS), the shift team leader (STL) initiates the bypass
process. A “Safety Device Bypass Waiver” is submitted requiring final approval/authorization by
the Operations Manager. SIF bypass is included as a topic in the daily turnover to ensure that
personnel are aware in the field. At the time of this evaluation, these bypasses had no time
limitations. Best practice is to have an instruction that identifies time limits for different integrity
levels, acceptable replacement or mitigation options when it appears that prompt repair (within
the expected Mean Time to Repair for the SIF) is not possible, and the roles and responsibilities
for making these decisions.
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Recommendation 16
Develop and implement a formal procedure and process to ensure that SIFs are
not bypassed for an indeterminate amount of time. Have an instruction that
identifies (1) time limits for different integrity levels, (2) acceptable replacement or
mitigation options when it appears that prompt repair (within the expected Mean
Time to Repair) is not possible, and (3) the roles and responsibilities for making
these decisions. These should be consistent with industry guidelines, such as
those found in ANSI/ISA 84 or the Guidelines for Safe Automation of Chemical
Processes, second edition, from CCPS/AIChE.
PII staff are concerned with the current ITPM practice used at the refinery for individual “smart”
transmitter installations in process safety critical service. Note that the reliability of “smart”
transmitters is a factor when considering the frequency of initiating events and the PFD of SIFs,
if a smart transmitter is used in a SIF.
According to management, the refinery follows the manufacturer’s recommendation to replace
“smart” transmitters upon failure. “Smart” installations are configured so that the transmitter
element is part of the transmitter body. They do not receive any PM; they are pre-calibrated
and limited in the factory, and if there is ever a problem, the whole assembly requires
replacement. Management states that the practice at the refinery is to replace the transmitter
completely, which they assert is consistent with recommended practices. Critical equipment in
the refinery has redundant instrumentation loops attached. The process indicators using smart
transmitters feed back to the control system and can alarm when inconsistent readings are
identified at the control board to indicate to operations that one of the transmitters has failed.
Several process safety issues are associated with “run to failure” (RTF) operation for safety-
critical equipment, most importantly how any SIF evaluation is impacted by an intentional failure
probability of 1. As an example, with CUSA process safety critical smart transmitter installations,
effective ITPM should track transmitter operating hours and replace transmitters before
manufacturer’s mean time to equipment failure has elapsed to prevent an instrument failure
probability of 1 (unity). In addition, CUSA would need to track service life and actual time to
failure for each process safety smart transmitter. Additionally, CUSA would have to analyze this
data to validate that design, construction, maintenance and operating methods do not shorten
manufacturer’s recommended replacement schedules. “Run to failure” is an unacceptable
process safety mechanical integrity philosophy, it is only acceptable if the loss does not
increase the risk of a process safety incident or if the loss (failure) is well announced. CUSA
has determined that their smart transmitters provide “well announced failures.”
CUSA Richmond should develop a detailed list for each process safety smart transmitter
installed in the refinery and reevaluate the process safety implications for “run to failure”
operations. For example, a work order should be documented for each process safety smart
transmitter replacement in Maximo. Yet, many are not documented this way, since these
instruments are associated within the records of parent equipment such as a pump, compressor,
vessel, furnace, etc. The process safety instrumentation that is not smart and shows no
completed PMs in Maximo may be in a “station fill” work order, grouped collectively under one
work order per unit or per area.
Recommendation 17
Periodically test process safety “Smart” transmitter installations as part of the
ITPM. Otherwise, process safety Smart transmitters that are run to failure should
have notes to that effect in the inspection, test, and PM database. If the
transmitter is run to failure, then each failure and replacement should be
documented. The refinery should track the failure rate of process safety Smart
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transmitters to determine whether to change the ITPM practices (e.g., decide not
to run to failure). The refinery should develop a procedure and analysis for how
different “criticality level” (process safety) instruments are maintained and tested
to deliver consistent equipment and instrument availability. These safeguards
and SIS require a proper management system.
Safe, fast, efficient, and effective maintenance turnarounds are critical across the refining
industry. CUSA uses a process originally developed in 1996 called the Initiative for Managing
Pacesetter Turnarounds (IMPACT). The seven-step IMPACT process provides structure for
planning and executing turnarounds, with a focus on achieving the four major goals of
successful turnarounds: Safety & Environmental, Reliability (Mechanical Availability), Schedule
and Cost.
Turnaround work orders are managed in the IMPACT database. The ABUs review these in
advance, and dates are set going into a turnaround. The ABU is responsible to ensure that
resolving temporary repairs, PMs that need to be executed during shutdown mode, and SIS
testing (in the future, when SIS are implemented at the Richmond Refinery) are all included on
the work scope. The Impact Team Lead (ITL) controls Break-ins (unplanned work not including
discovery work resulting from planned inspections). Occasionally they are elevated to the
Decision Review Board, which is comprised of the RBM and other refinery departmental
managers.
The Maintenance Turnaround Teams (and associated managers) have primary responsibility
for:
Safe work,
Reliable completion of all Engineering work orders and maintenance,
Schedule adherence, and
Cost to ensure a reliable start up and continued reliable operations.
They define the scope of work during the turnaround window to limit schedule changes, shorten
the turnaround where possible, and manage the cost (cost of repair and production revenue).
These competing priorities could result in delaying (or deleting from a turnaround plan) some
repairs, including work that affects the risk at the refinery. Such changes to the plan are
currently carefully scrutinized by senior management and technical staff, to ensure the risk is
not increased beyond tolerable limits. (See related data and comments found in the US CSB
investigation report.)
The PMI program for new components made of alloys appears to be thorough from as-received
to as-welded/installed. This will provide good control of accelerated corrosion that would
otherwise occur if the wrong materials are used. Based on document reviews and interviews
conducted during this evaluation, it does not appear that a baseline PMI has been conducted
across the refinery. (However, several staff mentioned that a baseline PMI was in progress, with
first priority going to the units with higher inherent risk of corrosion.) Some refineries in the USA
and many in other countries completed a 100% baseline PMI inspection of alloys more than 10
years ago.
Recommendation 18
CUSA should address the following gaps in the MI quality assurance (QA)
programs, which create significant potential for loss of containment incidents:
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Develop a positive material identification policy, procedure and practice for
all process areas where the wrong material of construction can cause loss
of containment of a hazardous material. This would include areas where
alloys are used, high-silicon steel is used, and killed steel is used.
Complete the 100% baseline PMI for alloys in the refinery as quickly as
possible to identify refinery equipment and piping locations with high risk
for loss of containment incidents. (Completion within 2 to 3 years is
possible with proper priority and resources.)
In addition, verify projected remaining life of any equipment and/or piping systems
that contain hydrocarbons and/or process chemicals identified as Integrity
Threats during refinery turnarounds. The Integrity Threat Assessment should be
completed and temporary/permanent repairs implemented before startup. Also,
include appropriate upper management approval of prescribed temporary repairs.
While reviewing MI records on more than 30 vessels, drums and columns, the review team
discovered integrity issues with one vessel (V-421) (condensate pot built in 1950s) in the
Cracking Alkylation Plant. In a 2005 inspection, the inspector noted that the vessel was
constructed in-house. California codes specify that the refinery would have to supply
engineering calculations and verify that material and construction techniques meet code
requirements. There was no evidence that this deficiency had been addressed. Note that this is
a small vessel; too small for humans to enter.
One of the issues that we observed is that some vessels were only getting “external”
inspections and not internal inspections as per API 510 Section 6. Because the vessels are not
accessible (too small of a diameter to allow full access to the bottom of the vessel), a complete
internal inspection was not possible. In addition, the points of inspection were not changed to
ensure that data was accurate.
Recommendation 19
Upgrade the current visual inspection policy, program and checklist to include
locating nameplate information on small vessels/drums/columns. Determine if
internal inspections can be performed adequately on these small vessels using
boroscopes. Complete engineering calculations and verify materials and
construction for vessel/drums/columns without nameplates (see V-421 as one
example).
4.1.6 Training
At the time of the on-site portion of this Safety Evaluation, newly hired operators start on-site in
the Basic Operator Training (BOT) class, which is part of CUSA’s “Global Fundamental
Operator Training Program” (FOTP). Here they receive a combination of web-based and
instructor-led training classes designed to establish a strong foundation in operations, process,
and safety fundamentals from the beginning. This includes Loss Prevention Safety (behavior-
based safety) training and PSM training.
After BOT, they are assigned to individual units and attend a formal job training class
(completed each time that a different job is to be learned). New operators must complete a
formal written test before joining a crew. Once they complete the test, the operators then are
assigned to their crew to follow (piggyback with) a senior operator under the close observation
of a Head Operator. The ABU establishes new Job Break-In Checklists (NJBI) for each role.
The operator completes an oral test in the field with their Head Operator and Shift Team Leader
to verify Emergency procedures and plant knowledge. This includes safe work practices, such
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as Lock-out/Tag-out (LOTO), Hot Work, and Confined Space Entry (CSE), in the area where
they will be working. In the Sulfur Recovery Unit (SRU) that we observed in more detail, this
OJT appeared best in class, with consistent high levels of competency of the senior operator
and lead operator doing the OJT. Operators in some other units commented that the level of
competency and level of willingness of the field trainers (senior operator or lead operator they
were shadowing) were inconsistent, and in some cases lacking.
Some portions of CUSA’s initial and new hire training process could be considered as industry
best practices. However, not all of these aspects are listed here, since there were plans to
improve the program further, as described below.
During this evaluation, Chevron began updating the Richmond Refinery formal operator training
program to include a performance agreement with the represented employees. PII learned that
this agreement was dated 3/24/2015 (Follow-up on this action will occur in the next new phase
of on-site evaluation). The agreement reportedly outlines performance expectations such as:
(1) Classroom participation requirements;
(2) Periodic assessment requirements;
(3) Schedule for the training (nine weeks); and
(4) Field activities that require the operator to:
a. Identify various pieces of equipment,
b. Identify contents of piping and vessels,
c. Identify potential safety risks, and
d. Describe the process.
Per refinery management, the training includes a comprehensive examination at the midpoint
and conclusion, which require a minimum score of 80% correct to pass. After completing the
Refinery FOTP, the operator-in-training will be assigned to an operating area. The operator-in-
training will participate in an OJT program that focuses on developing the skill, knowledge and
competencies required to perform operator responsibilities. The OJT will include job-shadowing,
classroom training, and on-the-job training. The operator-in-training is expected to demonstrate
growth in skill and knowledge through successful completion of written evaluations, checklists,
situational problems, and field tests. The operator-in-training will be required to complete formal
classroom training, break-in checklist, solo written and oral tests, and situational and panel oral
and written tests.
Details of the training activities can be found in the Richmond Refinery Fundamental Training
Guidelines, Volume I, Section 3; Operator Training. Operators-in-training will be trained on
three operator jobs within the first three years of employment. After completing the training
program, the operator will graduate and be promoted to the role of a Fully Qualified operator.
Recommendation 20
Consider updating the OJT process to include feedback from the trainee operators
on how the senior operator trainers (field trainers) performed training activities.
Validation of training checklist quality and thoroughness could help the
consistency of training given to new operators during OJT.
Upon successful completion of tests and field demonstrations, the new operator is allowed to
“Solo” – taking over in the new position but still under close observation by colleagues. During
the solo period, the Head Operator evaluates new operator progress through a prescribed
series of “situationals,” operating scenarios for which the new operator must demonstrate a
clear understanding of the process and describe the proper actions and responses. A
“situational” is five to ten in-depth equipment and plant questions designed to help the new
operator with the learning process.
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At the time of this safety evaluation, new operators would return for Phase II of FOTP 1.0. Now
that they have some practical experience as operators, they are introduced to a “deeper dive”
into additional operations and safety topics such as process equipment and various refinery
instructions (RIs).
They will return for Phase III FOTP 2.0, Operator Troubleshooting. Then, they will return for
their final new-hire class, Phase IV FOTP 3.0, Advanced Operator Training.
New operators will demonstrate proficiency in the situationals. The Head Operator (HO) then
will determine that they are ready for a “Panel” (starting with a written test). Upon operators’
successful completion of the written test, the employees’ supervisor, Head Operator, and area
trainer interview them. Passing this “Panel” interview is the final phase of new operator training
for the specified job.
Operator refresher training consists primarily of computer based training (CBT) modules
combined with a review process with the trainer. The training mostly centers on a review of
operating procedures, panel written testing material, and Electronic Operating Manual
information. Interview data suggests that the operators do not feel that this is adequate. In
particular, they think the CBT mode of training (without workshops or discussion time with an
expert) is very weak.
Sometime in the past, annual refresher training was done completely in a classroom setting,
where operators in the same jobs could discuss common issues and learn from each other’s
experience. Many operators appreciated the value of these refresher-training classes and
expressed a strong desire to return to classroom training. CUSA management indicates that
CBT facilitates Control Board Operators from multiple plants to complete refresher training using
the high-fidelity simulator with smaller classes or one-on-one sessions with their trainers. CBT
also allows for practicing Emergency, start up and shutdown procedures. In a compliance
interpretation letter on October 11, 1994 (to ICF Kaiser Engineers), related to emergency
response refresher training (not to training in general), OSHA stated that using CBT alone for
refresher training is not adequate and should be supplemented with discussion with a qualified
trainer and, after refresher training, performance audits of the worker in the field.77 PII agrees
and believes the same applies to refresher training related to any activity performed in the
field/unit, especially operations and maintenance activities.
Recommendation 21
Consider incorporating different modes of refresher training. These could include
classroom discussion and reviews, field walks, table-top reviews, group/control
room training and CBT reviews. For example, if CBT is used for standardized
training topics, then use facilitated sessions to discuss troubleshooting methods
and review role-specific procedures. To promote “buy-in” (i.e., employee
participation) and operators’ retention of skills and knowledge, include operators
in the design and delivery of these classes.
Each shift team executes “hypotheticals” monthly to address planning, scheduling, executing,
and critique of response to hypothetical emergency situations. Currently, each shift is
responsible for creating their hypotheticals. Lessons learned are documented, but these are not
consistently shared throughout the units or the refinery. Including PHA scenarios in operations
situationals (related to emergency response) and hypotheticals would create excellent learning
opportunities.
The “hypothetical emergency drills” are a more intensive level of “hypothetical,” which test the
operation and maintenance groups’ emergency response capabilities. These are designed to
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improve the unit’s ability to respond to actual emergencies. The policy at the time of this
evaluation was to:
(1) Use the emergency shutdown procedure;
(2) Test the ability of crew personnel to initiate the evacuation plan;
(3) Demonstrate scene emergency coordination between plant operators and Chevron
Fire Department personnel responding to scenarios (such as a gas release);
(4) Demonstrate the use of emergency response equipment for a tank seal fire; and/or
(5) Demonstrate the use of emergency notification procedures in response to a large
release of a hazardous material.
The drill objectives are to improve response to a documented hypothetical for a realistic
emergency scenario.
The hypothetical drill should be realistic and address objectives identified in Richmond Refinery
Instruction RI-465 Hypotheticals. Industry best practices are to have an emergency action plan
for realistic emergencies where there could be a large release of a highly hazardous material
(such as tank seal fire, compressor failure, and/or loss of containment of flammable liquids
and/or gases). Normally the PHA is the best source of scenarios to use in selecting a
hypothetical drill. The action plan should include the following elements, at a minimum:
Emergency escape procedures and emergency escape route assignments;
Procedures to be followed by employees who remain to operate critical plant
operations before they evacuate;
Procedures to account for all employees after emergency evacuation has been
completed;
Rescue and medical duties for those employees who are to perform them;
The preferred means of reporting fires and other emergencies; and
Names or regular job titles of persons or departments who can be contacted for further
information or explanation of duties under the plan.
The action plan should address, as a minimum, the hazard of the situations, such as:
How to activate the fire protection systems,
How to evacuate the area,
How to set up the response zones,
How to isolate a loss of containment to minimize the size of the release,
When to respond and under what conditions, and
When not to respond to an emergency (potential explosion, flash fire, catastrophic
failure of a piping system containing highly hazardous materials, etc.).
It is important that key lessons learned during hypotheticals are documented and shared
throughout the refinery where employees could be impacted by an actual scenario.
Recommendation 22
Consider developing appropriate hypotheticals and situationals for use in training
operators to handle scenarios that may lead to a catastrophic outcome. These
should be taken from critical safety scenarios identified in incidents and in the
PHA process (and in other brainstorming activities). Consider providing
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additional structure and guidance around the refinery-wide practice of
hypotheticals, such as table-top reviews of response to an emergency, performed
within an operator’s shift.
Process Control Operator (PCO or board operator) training includes time training on the process
simulators. These realistic control room settings are designed to look and respond as closely as
possible to the way the actual process would respond to inputs and upsets. CUSA also has an
initiative underway to identify the essential competencies needed to be a successful PCO.
Continued efforts in this area are expected to enhance situational awareness, troubleshooting,
and response capabilities for operators assigned to these critical positions.
At least one PHA team recommended that operators receive additional PCO simulator training
to increase operator understanding of how to react to process deviations. However, the
additional training was declined during the ABU PHA recommendation review meeting.
Following the on-site Safety Evaluation, CUSA management indicates simulator training was
added to refresher training, with consideration given to operator concerns.
Training for engineers at Chevron combines OJT and formal classroom training. New engineers
attend six weeks of Chevron Technical University (CTU) to help them develop:
Knowledge of the refinery industry,
Equipment and technologies,
Fundamental engineering calculations,
Engineering design,
Corrosion mechanisms and mechanical integrity, and
Instrumentation and safety systems.
The manufacturing fundamentals segment of the training covers:
Process Safety Management (PSM),
Project Evaluation Planning,
Environmental Health Screening,
Safety in Design (tread widths, design of valves, location of equipment for access, plot
plan development),
Job Hazard Analysis,
Hazard Awareness, and
Field Safety Manual training.
Engineers also train on the Chevron Project Development and Execution Process (CPDEP) to
ensure the successful development and execution of projects. Project Management Boot Camp
is provided for less experienced Project Managers. Chevron subject matter experts teach
courses in a classroom setting. Furthermore, competency development is ongoing, using a
combination of online courses through the refinery Learning Management System (LMS) and
classroom training, to continue to build technical, safety and soft skill competencies. Engineers
often rotate through other workgroups or facilities to give them broader exposure and to further
their development. Finally, engineers often rotate through units to get broader exposure and to
learn more about operators and shift-work.
4.1.7 Operating Procedures
Type of Required
Written Instructions for
Richmond Refinery
Approximate
Number
Operating Procedures 1293
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The Richmond Refinery has approximately 2,482 Written
Instructions for Operations and Maintenance.
RI-124 describes the “Requirements for Operations
Work Instructions,” with assigned responsibilities for
RBM, SH, RSL, OOA, STL, HO, CO, FO, Section Trainer, M&P specialist and operators. The
Pre-Use Review portion of RI-124 directs the following (abridged):
STL and HO (both for critical; HO only otherwise) sign and date Work Instructions (WI)
for suitability, and confirm affected crewmembers have reviewed the applicable WI.
For identified discrepancies, HO makes necessary changes and conducts HSE with
STL and crew prior to execution as needed.
RI-124 directs WI users to apply appropriate Sign-Offs, addresses multiple person operating
instructions, Multiple-Shift Execution and WI retention.
RI-124 section 4.4 addresses “Changes to Work Instruction.” This section and the Pre-Use
Review and Appropriate Sign-Offs sections provide the prescribed methods to ensure
Operations Work Instructions are ready for operator use and completed accordingly.
The Head Operator (and Shift Team Leader for critical WIs) review and sign off on Work
Instructions as accurate and complete before each use. Per RI-124, operators should review
and confirm with HO that Work Instruction is ready for use, or redlined (with MOC) if necessary.
RSL, STL, HO and operators share responsibility to ensure Work Instructions are reviewed,
approved for use, and used/completed/signed as directed. It is not apparent RI-124 procedures
are used to correct deficiencies. Evidence suggests that some procedures are updated
routinely (several times per year), while others have not been revised since their original issue
(>10 years ago), perhaps meaning no changes were needed in the past 10 years or so for that
procedure. The Safety Evaluation team did not make a direct comparison of the procedure
review/revision history and the relative percent accuracy of the procedures (discussed later), but
some procedures had a significant number of errors (as discussed later).
RI-124 section 4.6 “Certification of Electronic Operating Manuals” specifies Work Instruction
validation processes and schedules. Per section 4.6, all operating procedures are formally
reviewed on a 3-year EMMS triennial review cycle. However, this review process does not
require that they are walked down by SMEs and revalidated in the field. Section 4.6 also
references Field Verification Pre- and Post-use review (probably operator and HO) as a WI
validation process.
Per the 2012 Chevron Corporate Major Incident Survey (MIS), “Procedures or Safe Work
Practices” were cited more frequently than any other root cause category. For 128 of the 167
events studied (77%), one or more root causes fell into the Procedures or Safe Work Practices
category.” Furthermore, “approximately 65% of these events involved issues with Operating
and Maintenance (O&M) procedures and various work instructions, compared to Managing Safe
Work (MSW) standards themselves.” Procedures were also listed as the second most frequent
root cause of incidents in the 2008 MIS. Only Risk Awareness ranked higher.
PII has found similar data from review of more than 2000 process safety incidents around the
world. Of these, when a proper root cause analysis is performed, about 90% of accidents have
“procedure deficiency” as one of the root causes.78,79
To independently evaluate the accuracy (correctness, completeness, and clarity for
comprehension) of procedures at Chevron Richmond, PII staff and select CCHMP staff walked
down 38 operating procedures in the field (~2.9% of the total estimate of operating procedures).
PII scored 34 of these operating procedures for content accuracy. PII based scoring on
comments from the operators in the field on whether the steps written are what they actual do.80
Maintenance Procedures 450
Emergency Procedures 739
Total (approx.) 2482
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The approach for the procedure walk-down began with the refinery providing the operating
procedure title list to PII. Then, PII would choose a refinery unit and a procedure title from
within the unit. The refinery then arranged for the walk-down in the unit by scheduling the
operator (sometimes the walk-down was rescheduled one day later to allow a relief operator to
be arranged for the operator who was performing the walk-down). The procedure was printed
and signed out to PII staff an hour or two before the walk-down. One (or sometimes two) PII
staff (with the proper PPE and with a management-appointed safety escort) would meet a
senior unit operator in the control room and sign into the unit. The group would then check with
unit staff to confirm there were no safety issues in the unit. Thereafter, the senior operator, PII
auditor, and the escort would proceed to mimic execution of the procedure in the field (without
changing the state of the process/unit), including climbing ladders and standing and viewing
exactly what the operator would see and where they had to reach to accomplish each step. The
procedure used by the operator was marked up as discrepancies were noted.
The operator’s statements of how to perform the task were taken as the basis for judging the
accuracy of the steps. This decision was based on two factors: (1) PII’s experience performing
many such audits at other refineries, petrochemical plants, and similar chemical process sites
has shown that what the operator says is generally accurate. (2) Operators author the operating
procedures.
For the first 18 procedure walk-downs, several (sometimes many) other personnel followed the
trio mentioned above. In several cases, some of the others (especially third-party PSM
consultants hired by CUSA) would encroach into the discussion of how to do these steps. Since
most areas of a refinery are relatively noisy, this made a tight squeeze in some areas of the
units.
Despite initial crowded conditions and the distractions by managers and lawyers who also
accompanied some of these walk-downs, operators appeared to be very candid and
forthcoming about where the documented operating procedure steps were wrong or missing.
The operators also pointed out many human factor engineering or work environment issues.
The PII staff member used a procedure-writing checklist and human-factors checklist to record
observations on the clarity of the procedures and on human factor issues observed in the units.
Inaccurate content can mean a step is missing, a step is wrong, or a step is out of sequence.
Each inaccurate step was counted as one mistake in the procedure. The sum of the number of
erroneous steps was divided by the total number of written steps in the procedure section
reviewed in the field. The average accuracy of content was 84.4%, with a standard deviation of
12% and a range of 50-100% accuracy.
Seven of 34 procedures reviewed had 95 to 100% accurate step content.
Six of 34 procedures reviewed had between 90% and 95% accurate step content.
Eleven of 34 procedures reviewed had less than 90% but at least 80% accurate step
content.
Six of 34 procedures had between 80% and 70% accurate step content.
Four of 34 procedures were below 70% accurate step content.
Note that accuracy varied widely between procedures from different operating unit. Some were
in very good shape while others have higher rates of inaccuracies. For example, the SRU
operating procedures that were walked down were in the upper range of accuracy: 95-100%
accuracy for steps. This corresponds with the excellent OJT we observed in that same unit.
From PII data previously collected by interviews across more than 100 operating sites (not
including Richmond Refinery):81
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Nearly all workers will ignore a procedure that is 70% accurate or worse.
Greater than 50% will ignore a procedure that is about 80% accurate.
More than 80% of the staff will follow good procedures, which are about 95% accurate.
Excellent procedures are 98% accurate or better; nearly all staff respect such
procedures.
Note that the 84% accuracy of content at the Richmond Refinery is better than the roughly 75%
average of the facilities measured by PII. Despite this favorable comparison to peers,
significant improvement in procedures in some units is possible. From the results above, PII
estimates (interpolating from the refinery sample data above) that about 40% of the operating
procedures at the refinery may not be used by operators due to inaccuracy of content. (At most
refineries where similar walk-downs were performed, it was estimated that more than 60% of
the procedures are not being used by operators.) In addition, erroneous steps in the procedure
could lead directly to a cause of an accident, if the erroneous step is performed. Therefore,
human error rates are very likely higher than they should be, in the units with poor operating
procedure content accuracy. These conclusions appear to be consistent with observations from
the internal Chevron Corporate Major Incident Study in 2008 and 2012 that listed procedure
inaccuracy as a major concern.
Note though, that the sample size, though large compared to other audits, is still small
compared to the number of procedures at the refinery. After a larger sample is collected, it
should be possible to determine why the procedures are inaccurate in some units and not in
others. However, PII believes (based on results from helping many companies develop
operating and maintenance procedures) that requiring the written procedures to be walked
down (validated) in the field by operators from multiple shifts will help ensure that procedures
are 95% or higher accurate.
These procedures were also scored for clarity of the content (in addition to accuracy), using a
scoring scheme developed by PII 82 that is in turn based on scoring schemes developed by
Swain83 and U.S.NRC.84 The results on procedure clarity are discussed in the Human Factors
portion of this Safety Evaluation (see Section 4.2).
All operating procedures are formally reviewed on a 3-year cycle. However, the review process
does not require SMEs to walk down procedures to validate their accuracy. Industry peers have
found it necessary to periodically walk down a small sample of procedures to assure procedures
stay accurate.
Recommendation 23
Implement management systems at the refinery so that procedures are accurate,
complete, clear, and consistent with best practices for reducing human error. For
example:
Develop procedure walk-down instructions for SMEs (i.e., operators) to use
when checking a procedure for accuracy and completeness. Provide
guidance on addressing (including) human factors/latent conditions for
simultaneously evaluating procedure clarity.
Walk down enough procedures in the refinery to determine which units fall
below 95% accuracy. Rewrite and revalidate as quickly as possible the
procedures in the units with accuracy scores lower than 95%. Develop a
procedure-updating matrix to focus resources on most critical procedures.
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Have SMEs (i.e., operators for operating procedures, maintenance craft-
persons for maintenance procedures) walk down all new procedures in the
refinery before they are issued, to ensure accuracy is 95% or above.
Complete the upgrade of procedures to follow the best practices for page
format and step format.
Expand SME expertise in Human Factors using a best practices human-
factors checklist during procedure walk-downs so that they can quickly
implement control of other human factors.
Continue to upgrade the Criticality Index for written instructions to make
clear to operators which instructions are procedures, checklists (required
for use), or job aids (instructional basic assistance).
Because of operating procedures’ significance to process safety, measure
OE Leadership and Refinery Safety Culture for Written Instructions (all
departments) by implementing KPIs that reflect management commitment
and operator buy-in for accurate and useful procedures. Emphasize
procedure updates, improved procedure composition to address human
factors, walk-down of procedures by a second and perhaps third operator
(other than the author), etc.
Ensure that a procedural PHA is done on each newly created and/or
revised startup, shutdown or emergency procedure before the procedure is
released for use.
Revise RI-363 Process Hazard Analysis to include roles, responsibilities,
procedures and documentation for conducting Procedural PHAs.
4.1.8 Incident Investigation (Root Cause Analysis)
TOP (Triangle of Prevention – United Steelworkers) trained investigators (represented workers
trained as incident investigators using the TOP method) have the opportunity to request
leading investigations. In 2012, TOP investigators requested 126 investigations and 41
requests were accepted.
Feedback to the safety-evaluation review team
indicated half of the requests received no response.
CUSA management indicates investigations were
declined because management is allowed to choose
from other approved methodologies: 5-Why or
TapRoot™.
Represented employee feedback regarding declined
TOP investigation requests indicated that the TOP
methodology always blames management, so
management does not want to use that method.
Other TOP representatives commented that they were told that management wants to retain the
right to discipline employees who may be found at fault. The TOP agreement does include a
requirement that no discipline will be given because of the TOP investigation. Chevron
management expectations are that discipline is not administered because of incident
investigation findings unless there is evidence of neglect or intentional misconduct. Neither the
management team nor the union has re-signed the TOP agreement of commitment to safety
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(there is not a set frequency for re-signing this agreement). TOP representatives have
requested training in other methods, specifically TapRoot™. Refinery management has not
granted the requests for funding of this training. The refinery does provide training for TOP.
TapRoot™ classroom training is conducted for TapRoot™ investigation facilitators, identified by
CUSA management. Just-in-time training is conducted before each TapRoot™ investigation
and includes all scheduled investigation participants. TapRoot™ investigations are conducted
on all API RP-754 Tier 1 incidents and can be used on other incidents.
API RP-754 Tier 1 Indicator Definition and Consequences85
A Tier 1 Process Safety Event (T-1 PSE) is a loss of primary containment (LOPC) with the
greatest consequence as defined by API RP-754. A T-1 PSE is an unplanned or uncontrolled
release of any material, including non-toxic and non-flammable materials (e.g. steam, hot
condensate, nitrogen, compressed CO2 or compressed air), from a process that results in one or
more of the consequences listed below:
Note: Non-toxic and non-flammable materials (e.g., steam, hot water, nitrogen,
compressed CO2 or compressed air) have no threshold quantities and are only included in
this definition because of their potential to result in one of the other consequences.
An employee, contractor or subcontractor “days away from work” injury and/or fatality;
A hospital admission and/or fatality of a third-party;
An officially declared community evacuation or community shelter-in-place;
A fire or explosion resulting in greater than or equal to $25,000 of direct cost to the
company;
A pressure relief device (PRD) discharge to atmosphere whether directly or via a
downstream destructive device that results in one or more of the following four
consequences:
o Liquid carryover;
o Discharge to a potentially unsafe location;
o An on-site shelter-in-place;
o Public protective measures (e.g. road closure); and a PRD discharge quantity
greater than the threshold quantities in Table 1 [API RP-754]; or
A release of material greater than the threshold quantities described in Table 1 [API
RP-754] in any one-hour period.
TOP and 5-Why investigations are conducted for API RC-754 Tier 2 or lower incidents.
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Tier 2 Indicator Definition and Consequences86
A Tier 2 Process Safety Event (T-2 PSE) is a LOPC with lesser consequence. A T-2 PSE is an
unplanned or uncontrolled release of any material, including non-toxic and non-flammable
materials (e.g. steam, hot condensate, nitrogen, compressed CO2 or compressed air), from a
process that results in one or more of the consequences listed below and is not reported in Tier
1:
Note: Non-toxic and non-flammable materials (e.g. steam, hot water, nitrogen,
compressed CO2 or compressed air) have no threshold quantities and are only included in
this definition because of their potential to result in one of the other consequences.
An employee, contractor or subcontractor recordable injury;
A fire or explosion resulting in greater than or equal to $2,500 of direct cost to the
company;
A PRD discharge to atmosphere whether directly or via a downstream destructive
device that results in one or more of the following four consequences:
o Liquid carryover;
o Discharge to a potentially unsafe location;
o An on-site shelter-in-place;
o Public protective measures (e.g. road closure); and a PRD discharge quantity
greater than the threshold quantity in Table 2 [API RP-754]; or
A release of material greater than the threshold quantities described in Table 2 [API
RP-754] in any one-hour period.
Results from the Process Safety Culture Written Survey show that 79% of all refinery
employees and contractors responded favorably to the following question, “Workers at all levels
of my refinery actively participate in Near Loss Incident and Loss Incident investigations.”
Responses for hourly operators are 59% and hourly maintenance is 65% favorable for the same
questions. This difference in scores between the operator/maintenance level and the
engineering/technical levels could be indicative of observed employee involvement vertically
within the refinery organization as a whole, but with narrow participation (only a few) within the
hourly work group. The difference in opinion is significant from the Safety Culture Interviews,
which showed that less than 20% of technical staff and management had a negative view of the
incident reporting and investigation at the site, while at the opposite end of the opinion scale,
only 20% of the hourly staff had a favorable view of incident reporting and investigation.
Interview Survey results of 20% favorable from represented employees indicate they are not
convinced of management’s leadership commitment to Near Loss and Loss Incident
investigations. (See Section 4.4 for a discussion of how and why written survey results differ
from interview data and direct observations of process safety implementation.)
To address this important process safety-culture factor, management must demonstrate
commitment. Best practices observed by PII (across several industries) at sites that have
closed this gap are:
Management provides training for investigators; nearly all investigation leaders are
from operations and maintenance workers; typically, 10-15% of the workers are
trained to be investigators (root cause analysts).
All operations and maintenance staff are trained on how to recognize and report near
misses and on how to interview peers.
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Selected staff reaches a higher competency to allow them to "quality assure" the
results of other investigators (root cause analysts).
One or two staff is trained to tabulate and query the data for systemic trends.
Management allows the employees the time necessary to investigate incidents and
generate reports.
Management communicates incidents and lessons learned to all affected employees,
and management must forward this information to other sites where the lessons
would be important.
Management shows an interest in the results and enforces follow-through and
documentation of the resolution of recommendations.87
Richmond Refinery can benefit by following the steps listed above.
Feedback from employee interviews suggests that most investigations (as much as 90%) use
the 5-Whys methodology, led by an area leader/supervisor responsible for the area (first line of
management). CUSA follows an incident-reporting matrix that provides specific requirements
for investigation methodologies and investigation leadership based on severity of incident. More
severe incidents apply TapRoot™ investigations and include Union Representatives. SMEs are
not always involved in investigations and do not always agree with the conclusions. For 5-Whys,
root causes are categorized by Loss-Prevention System Factors and Solutions. The available
solution categories include:
Training
Develop/Amend Procedure
Implement System/Set Expectation
Provide/Repair/Replace Tools or Equipment
Coach/Discuss and Gain Commitment from Employee, and
Minimize/Limit Impact.
Per interview feedback, several of the above categories (training, set expectations,
coach/discuss/gain commitment) seem to be frequently identified (or at least interpreted by the
employee) as operator errors or unsafe behaviors (assigning blame). Divergent views for
management and represented employees about the effectiveness of incident investigations and
the prescribed solutions are the byproduct of not getting to the root cause(s) for the incident. It
also is indicative of a culture that focuses on investigations of the “big stuff” and misses the
many opportunities to learn from incidents with little or no current consequences (but with high
consequence potential, eventually).
Industry of all types recognizes the necessity to investigate incidents and accidents with
significant consequences. However, best practices for process safety-incident prevention
require leadership initiative and commitment to learn from near misses, i.e., those incidents
without actual harm or loss.
Investigating near misses is critical to preventing accidents, because near misses share the
causes and root causes of accidents. They are one or two barriers away from the loss/accident.
Many apparently unrelated accidents likely are prevented when near miss incidents are
investigated with effective recommended actions (solutions) that prevent the others, which are
obviously related.
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The evaluation team’s records review indicates near miss reporting and TOP incident
investigations are in decline, possibly for similar reasons.
Industry data indicates that ratios of 50 to 100 near misses reported to loss incidents are
possible with the right leadership and systems. The primary industry textbook, Guidelines for
Investigating Chemical Process Incidents, 2nd Edition, 2003, CCPS/AIChE, cites the same
targets.88, The barriers to getting near misses reported listed in these references are:89,90
1. Fear of disciplinary action
2. Fear of teasing by peers (embarrassment)
3. Lack of understanding of what constitutes a near miss versus a non-incident
4. Lack of management commitment and lack of follow-through once a near miss is
reported
5. An apparently high level of effort is required to report and to investigate near misses
compared to low return on this investment
6. There is No Way to investigate the thousands of near misses per month or year!
7. Disincentives for reporting near misses (e.g., reporting near misses hurts the
department's safety performance)
8. Not knowing which accident investigation system to use (or confusing reporting
system)
9. Company discourages near-miss reporting due to fear of legal liability if these are
misused by outsiders
Some represented employees feel that investigation results tend to blame the employee
whenever an incident occurs. (Recall the results from the Safety Culture Interviews: Only 20%
of the hourly staff interviewed felt good about incident reporting and investigation.) When
incident/accident investigations with major consequences are completed and do not seem to
address management system failures as the root causes, then results from other companies
indicate that near miss (near loss) reporting and investigation will suffer.
It is critical to note that the only definition of a root cause adopted by the chemical-related
industries, as stated in the Guidelines for Investigating Chemical Process Incidents (2003), is:
A root cause is a fundamental, underlying, system-related reason why an incident
occurred that identifies a correctable failure(s) in management systems. There is
typically more than one root cause for every process safety incident.91
The ratio of number of reported
near loss incidents (NLI) to loss
incidents (LI) is 1.6 in 2013,
and 2.2 to 2.3 in the previous
two years; up from about 0.7
three years ago, indicating
marginal improvement.
Industry experience as documented in the Guidelines for Investigating Chemical Process
Incidents (2003), which includes data from refineries, petrochemical plants, and chemical
plants, indicate that near miss to accident ratios of 20:1 or higher are achievable with
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management leadership (an exceptional organization may achieve 100:1). PII helped to collect
much of the data for the research into getting near misses reported. From the data, near miss
reporting does not help to reduce the likelihood of losses/accidents until the ratio is greater
than about 5, and miss reporting and investigation begin to significantly help drop accidental
losses when the ratio is above 10. Most companies initially target a ratio of 15 or 20. Based
on Richmond Refinery reported ratios in the 1 to 2 range, most near misses are not being
reported and investigated.
Each NLI has about 50% of the root causes as an LI 92, so at a ratio of 2 near loss incidents to
1 loss incident, the refinery may be currently learning an equal amount from each type of
incidents (if a good root cause analysis was completed on each type). However, once the
refinery achieves a “good” ratio of 20 to 1 and investigates each NLI to root causes, they will
find 10 times as many root causes from NLI investigations as they do from LIs. Achieving this
level has been instrumental in other facilities reducing losses by 90%. Another way to look at
the data is that the refinery is currently missing 90% (compared to a ratio of 20:1) to 98%
(compared to a ratio of 100:1) of their root cause data. This is especially critical, because
root cause data can tell the refinery precisely where they are weakest.
The refinery is experiencing low ratios similar to many in the refining industry, apparently for
the same nine (or so) reasons listed above. Other sites and industries have been able to
change a ratio from as low as 0.5 to (within one year) reaching ratios of 50 of higher, once the
barriers to near miss reporting are reduced or eliminated. The typical barriers cited at the
refinery during safety culture individual interviews (discussed in detail later) are:
Fear of being blamed by management for mistakes/errors (this is reinforced by
mandatory drug testing)
Embarrassment
Lack of follow-through on previously reported NLIs
Confusion over which system to use (CUSA or TOPs)
Fear of the extra workload
Refinery management can inadvertently reduce near miss reporting by related actions they take.
In a recent refinery management decision, a corporate policy to drug test all employees involved
in any incident report (if impairment cannot be ruled out as a possible contributing factor) was
re-communicated to all refinery staff. The perception was that drug testing would increase
following reporting of LIs or NLIs. Indeed, a review of drug testing data from the refinery shows
that in 2012, 1.1% of reported incidents resulted in drug testing, and in 2013, 3.8% of reported
incidents resulted in drug testing. So, drug testing increased 3-fold. However, the percentage is
still relatively low, indicating that the fear of drug testing is higher than the actual percentage of
drug testing occurring. To help improve near miss reporting, it may be best for the refinery to
restate their drug testing policy related to incident reporting to something akin to: “The refinery
reserves the right to administer drug testing, whenever there is evidence of impairment. But it is
not the policy of the refinery to drug test simply because there is an LI or NLI.” Fear of
mandatory drug testing following reporting of an incident or near miss has driven near miss
report down at other facilities.
CUSA Richmond should explore methods for increasing Near Loss reporting with emphasis on
removing barriers to reporting and then implement effective solutions that identify/resolve root
causes (management system weaknesses). Examples from industry are provided below.
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Industry example: Ashland refinery recognized the need to get more near misses reported, to
learn what causal factors existed and how to prevent these, by addressing the root causes of
the causal factors. Part of the successful approach was to appoint a represented employee (a
maintenance mechanic) as the Chief Investigator for the refinery. Many operations and
maintenance staff received training. The Chief Investigator coached new investigators, and he
ensured investigations reach root causes (management system weaknesses). Near miss
reporting greatly improved at the site and accidental losses dropped dramatically.
Industry example: Amoco Oil’s offshore business unit in the Gulf of Mexico recognized the
need to get more near misses reported, to learn what causal factors existed and how to prevent
these, by addressing the root causes of the causal factors. Part of the successful approach was
to turn over all investigation responsibility to operators and mechanics and riggers and
roustabouts. About 15% of such staff received investigation leader and root cause analyst
training. Refresher training was provided after six months. A simple MS Access database was
created to store and track incident investigation results and to trend root causes. Within two
months of initiating this change and completing the training of investigators, near miss reporting
improved to a ratio of about 80 near misses being report per loss event (accident). The ratio
before this initiative was less than 1. Accidental losses dropped dramatically.
Industry example: A recently updated research paper on the gains from near miss reporting
provides many examples of companies that have achieved high near misses reporting.
Typically, achieving a ratio of 20 near misses reported versus number of accidents will result in
a 90 to 95% reduction in losses (and severity of accidents).93
Recommendation 24
Explore methods to minimize known barriers to near loss incident reporting,
including establishing a blame-free zone for all incidents, especially near loss
incidents. These steps should include:
Simplify investigation and reporting for NLIs.
Consider modifying the written drug testing policy and its negative
influence when coupled with incident reporting.
Ensure only peers interview peers during data collection.
Ensure investigations get to root causes (management system failures).
Allow hourly staff to take the lead on investigations (as other
companies have done).
Establish and achieve a NLI/LI ratio goal of 20 or more.
Recommendation 25
As mentioned in Recommendation 24, use hourly operators and maintenance
workforce more as lead investigators. To facilitate this, consider providing broad
training (including to operators and maintenance hourly staff) in the best practices
of investigation and root cause analysis methodologies. Note that TOP does not
have a Root Cause Coding Tree to ensure investigations reach root causes.
Recommendation 26
Consider ways to improve incident investigations. These investigations should be
conducted in a balanced, consistent, and timely manner, involve people closest to
the work being performed, find root causes, and develop sustainable solutions.
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Refinery management should reinforce that investigations focus on fixing the
underlying management systems. They also should reiterate that only
management system weaknesses (including those that affect design of equipment
and design of tasks) can be root causes. Periodically conduct a management-
level review of all incident investigations.
The refinery has a Green Card system for reporting unsafe conditions, unsafe acts, or near
misses. This system can be anonymous and is one way to capture near misses that might
otherwise go unreported. The Green Card system appears to work as intended. Note, though,
that anonymous reporting of near misses does not help reduce the likelihood of the related
accident: A root cause analysis cannot be performed with the specifics of the incident, because
it is not possible to collect the data needed if the incident is reported anonymously.
Chevron tracks and closes recommendations from incidents using IMPACT. PII did not find
issues with this closure system, other than it appeared that many operators and maintenance
craft-persons did not review the closure system as asked to do many times, to review and learn
from the recommendations and the closures.
4.2 HUMAN FACTORS
Section 2.6 “What Are Human Factors” of this report lists key human factors that any endeavor
must try to control. Chevron Richmond recognizes the importance of human factors and has
programs in place to address many aspects of human factors. Although significant weaknesses
are identified in the control of human factors, the refinery is well ahead of most U.S. Refineries.
A great many refineries do not have any program on human factors.
General refinery Human Factor program (RI-381) references:
RI-384 for Latent Conditions
RI-360 for Process Safety Policy
RI-363 for addressing human factors in PHAs
RI-371 for Event Reporting and Incident Investigation
OEM guidelines for writing operating procedures
RI-382 for MOC, which includes management of organizational changes (MoOC)
Site Safety Plan, which provides an overview of what the site does to comply with
requirements from CCHMP in RISO
In addition, other corporate standards and refinery instructions (some are mentioned later in this
section) cover other categories of human factors control. RI-381 (Human Factors Program)
requires training of operating and maintenance staff in human factors, with the PSM department
responsible for this training. The Operational Excellence & PSM Manager oversees the
sustainability of the Human Factors Program. The online document for the refinery that
describes the Operation Excellence program also describes the functioning of the Human
Factors committee.
There is also a refinery Human Factors Committee (as part of the RISO requirements, and so
assigned to RISO team) that includes management, workers, union representatives, PHA rep
member, incident investigation and reporting representatives, contractors, and L&D
representatives.
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This committee meets monthly.
It focuses mainly on Latent Condition as listed in the master checklist by the same
name (the Latent Condition Checklist serves as a common ground for discussions of
what constitutes human factors).
It addresses concerns raised related to reviews conducted using this checklist and
from other reviews, such as investigations of incidents.
The following summarizes the evaluation team’s findings related to human factors. Also, see the
CCHMP audit on the RISO requirements for human factors.
4.2.1 Procedure Clarity
Section 4.1.7 describes issues related to procedure content and accuracy. As an additional
human factors consideration, the operating procedures do not consistently follow best practices
for formatting a page or a step. During the procedure walk-downs, the human factors issues
listed below were found with the formatting of the pages and steps of the procedures. Each of
these affects the error rate in using the procedure; each factor is independent of the procedure
accuracy. Note that the procedure rules that these observations are based upon can be found
in papers from PII in Table 3: Procedure Quality Checklist, provided in “Human Factors and
Their Optimization” (2012), www.piii.com/resources.94 ,95 These, in turn, are based on rules
developed by Swain96 and further enhanced by JBF Associates, ABS Consulting, and PII (see
the training materials on procedure writing from these companies).
Titles are clear and descriptive, but they are not the largest item on the page.
Currently, this will cause minimal impact on human error rates.
Document control features are not the smallest items on the page. Currently, this will
cause minimal impact on human error rates.
White space is effectively used, numbers are very simple, and overall page format is
appropriate. This is good.
Most steps are written as commands with a single action per step. This is good.
Acronyms, jargon, and level of detail are appropriate, common words are used. This is
good.
Graphics are infrequently used, and when present they are not effective because of
poor quality or confusing details. This aspect should be improved across Chevron.
Play scripts are used sometimes to coordinate between control board operator and
field operators. However, some tasks that require coordination between two or more
individuals (such as furnace lighting) in the field are not specified. Further, tasks that
require coordination with non-operators (maintenance, process engineering) are not
always well defined. This aspect should be improved, especially for the cases where
two operators must coordinate activities to accomplish the task.
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Many procedures include redundant information up front (chemical hazards, PPE
requirements, etc.). This could be moved to a more general section in the unit
operating manual. If these sections remain up front, then make sure any implied
actions in these sections are numbered instructions/steps.
Prerequisites and assumptions included in introductory materials are useful, since
knowledge of the “starting point” is often essential in determining whi ch procedure
should be followed. However, these starting assumptions and prerequisites should be
converted to steps to verify the conditions are met.
PII reviewed several procedures that have been revised to comply with the new Human Factor
(HF) requirements and template. However, these were not significantly more accurate, nor did
they follow the clarity rules better than those procedures that had not been recently revised.
The Human Factor reviewers within Chevron Richmond are not SMEs in operations, and so
they are not responsible for procedure content or accuracy.
The writers (SMEs, operators in this case) have a copy of the Latent Conditions checklist with
them while writing new procedures. They also have a guide from the Procedure Writing CBT
course as a guide.
Per interviews, the Manuals and Procedures (M&P) group staffing was recently increased. They
have responsibility to ensure that all procedures are reviewed in a timely (3-year cycle) manner,
apply good human factors, and comply with all HES requirements. Housed within the L&D
group, M&P has four full-time members. All procedures are managed in the EOM database.
The content and accuracy of all procedures remains the responsibility of the ABU.
According to interviewees, many operations trainers have attended an instructor-led training
course (two 4-hour classes) in procedure writing that covers good human factors. All refinery
employees have taken the CBT in human factors, although many were unable to recall anything
from the CBT course.
Note: Special assignments are generally 3-year assignments, although how these are handled
varies across the ABUs and departments. Some rotate every three years while others are able
to continue as trainers in these roles beyond the 3-year assignment. Most are SMEs with
extensive experience in their areas who are “go-to” people. Management depends heavily on
them for accomplishing many “special projects” in addition to their procedure and training
responsibilities. In some circumstances, this can and has diluted their focus.
See Recommendation 23 in Section 4.1.7
4.2.2 Verbal Communication
Verbal communication (the controls against miscommunication) is under the responsibility of
L&D. Most workers seem to have heard of and previously taken a CBT on the rules for
controlling verbal communication. However, there is no enforcement program and no
measurement/tracking of implementation. The training did not include some of the best practice
rules, such as repeat back. However, some units (such as SRU, Chevron Fire Department, and
at the Long Wharf) do use repeat back routinely because “they know it reduces errors.”
Per observations during operating procedure walk-downs, clear communications between the
field operators and the CBOs are recognized as essential. Yet, the operations personnel in all
areas of the refinery do not consistently use some good verbal communication practices, such
as repeat-back.
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PII reviewed the CBT on radio communication. This generic course does not discuss many of
the best verbal communication practices or site-specific requirements. The auditors were not
able to find any refinery-specific guidance or procedures for preventing miscommunication.
Note that the Latent Condition Checklist used in PHAs only elicits issues such as poor radios for
human factors related to verbal communication. The PHA facilitators do not include best
practice rules for verbal communication, and the Latent Condition Checklist does not include a
question on how to practice verbal communication to reduce error.
There is a project to replace the current radio system (the hardware, which was undergoing
testing at the time of the on-site data collection.) It was scheduled to begin implementation in
June 2014 and to be fully implemented by March 2015.
In a review of more than 2000 incidents across the industry, miscommunication has been a root
cause in about 50%. Further, the CCPS guideline, Risk Based Process Safety (on page 475 in
Chapter 17) requires following such rules as “repeat back” and using common terminology as a
way to reduce such miscommunication.
Recommendation 27
Improve the program to control potential miscommunication by radio, phone, and
face-to-face (such as in noisy areas). This can be done by adopting industry best
practices for ensuring clear and accurate verbal communication. Such a program
normally involves training on standardized terminology, repeat-back, and other
rules for clear communication. It also includes frequent checking (monitoring of
radio channels) and feedback by supervision on the use of proper communication
techniques.
Programs are available as models for addressing the concern above. For instance, the
U.S.DOE, U.S.NRC, U.S.FAA, and maritime safety organizations all require implementing
programs for minimizing verbal miscommunication. Some example documents include:
DOE-STD-1031-92; Guide to Good Practices for Communications97
Shift Turnover Guide – U.S.DOE 1038-9398
Rules for Effective Verbal Communication (Table 5), provided in “Human Factors and
Their Optimization” (2012), www.piii.com/resources99
Guidelines for Conduct of Operations, CCPS/AIChE, 2011100
4.2.3 Fitness for Duty (FFD)
The Human Resources (HR) Manager is the sponsor and the HR Business Partner is the
advisor for the FFD element. Fatigue is recognized on the Latent Conditions Checklist used in
PHAs and during other activities.
Refinery Instruction RI-395 (updated 3/12/2013) governs Fatigue Risk Management on the site.
The Instruction was modified to align with API RP 755. This alignment was also agreed to in the
latest round of contract negotiations (in 2012), with the understanding that a task team would be
created to develop site-specific guidance for handling expected issues such as overtime
distribution, call-in procedures, and seniority rights.
Operators work 12-hour shifts: 4 nights on, 3 days off, then rotate to 3 days on, 2 day off, then 3
nights on, 3 days off and then 4 days on, then 7 days off. Such 12-hour shift schedules result in
higher intra-shift fatigue. The average error rate during a 12-hour shift tends to be twice as high
as within an 8-hour shift. A nap break in the middle of a 12-hour shift will lower the intra-shift
fatigue considerably and typically results in fewer errors than an 8-hour shift. A 12-hour shift for
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operators is now typical for oil and gas industry, but that does not mean this is optimal for low
error rates.
The refinery allows a maximum of six consecutive days of work followed by a mandatory 1 off-
day. For turnarounds, the plant follows RI-395 (based on API RP 755), which allows 12
consecutive workdays on, and then two mandatory days off for short-duration tasks (such as
turnarounds). As shared in interviews, workers commented that they may have worked 14 days
max before a required two days off. CUSA management states that work schedules typically
follow six days of work followed by 1 day off during turnarounds.
This number of 12 consecutive days of work allowed by API RP 755 and allowed by exception
by CUSA for what they refer to as “short duration tasks” far exceeds the maximum exception of
six consecutive days allowed by U.S. Nuclear Regulatory Commission (NRC) standards. It also
far exceeds what is followed by the California State Lands Commission (CA SLC) for wharfs
regarding fatigue management (these other standards are far superior to API RP 755). The
aviation industry has similar rules, but more stringent than even the U.S.NRC standards. Note
that the U.S. Chemical Safety Board (CSB) rejected API RP 755 as a poor standard (see the
notice in March 2013 from the U.S.CSB).
The exception at Chevron Richmond to the limits above is the wharf. The wharf adheres to CA
SLC rule 2376 of no more than 72 hours in six consecutive days, with then a minimum of 36
hours off duty as an upper limit. This is good.
On the other hand, exceptions to exceed the limits stated in RI-395 can be granted by refinery
management based on factors such as (1) desire to have a worker put in more hours, (2)
consideration of the types of errors they could make, (3) potential consequence of those errors,
and (4) control measures to minimize those errors.
The supervisors are trained on fatigue management and performing fitness for duty evaluations
to help them in dealing with workers who may not be fit for duty. If a supervisor judges a worker
to have a serious impairment or deems him unfit for duty, the supervisor removes the worker
from active assignments and sends him to the clinic/EMT for evaluation.
Currently, the functional managers and supervisors perform tracking and compliance with RI-
395. There are no high-level metrics, and there appears to be limited oversight. A new work-
hour tracking system is being implemented, and the refinery plans to track this type of
information in the future.
Recommendation 28
Reduce the probability of human error by following 10 CFR 26 (U.S.NRC) for
Fitness for Duty (FFD), which includes management of fatigue. This program
outlines maximum hours on-site per day and per week and minimum time away
from work per week. It also outlines how to detect symptoms of FFD issues and
how to respond to these. Especially limit the maximum number of consecutive
days worked to four days of 12-hours shifts and six days of 8-hrs shifts, even
during turnarounds. Alternatively, allow five to six days of 12-hour shifts, with a
45-minute nap break midway through the shift. Do NOT follow the 14 consecutive
day allowance in API RP 755. Note that other alternatives to work-hour limits are
available, such as allowing naps in the middle of a shift (with coverage of the
workload). In addition to work hours, other factors that increase fatigue are poor
diet, lack of exercise, etc. CUSA should explore all issues to reduce the
probability of errors resulting from fatigue.
Chevron has a substance abuse program and enforcement similar to the rest of industry in the
USA, with a letter of agreement by the unions for random substance abuse testing. Amended to
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the Drug and Alcohol Letters of Agreement with the unions are Enclosure 2, A Supervisors
Guide to Post Incident/Accident Testing, and Enclosure 2.1, Supplementary Instructions, dated
December 4, 2001. Per interview, the policy of doing drug tests after most near loss and loss
incidents has been in place for a long time. However, it has not been consistently followed in the
past. Recently, corporate HR issued a directive to reinforce compliance with this policy.
Supervisors received training on the expectations and the frequency of testing increased in
2013.
4.2.4 Human-Machine Interface (HMI)
A few corporate and RIs cover HMI.
SID (Safety in Design; corporate standard) covers mostly occupational safety issues. It
also gives minimum requirements for egress (related to emergency egress) and
access to equipment such as valves and instruments, and it allows for a risk-based
approach. This standard only applies to new facilities. Note that during the procedure
walk-down in one process area, one of the valves in the main process line for the
compressor could not be reached without standing on some process equipment. SID-
SU-5106-B, part 1.9 provides specifications for access to process isolation and bypass
valves without standing on equipment. PII noted a few other HMI weaknesses in other
procedure walk-downs as well. Refinery PHA teams conduct a Latent Conditions
Review before PHA meetings to assess escape routes and valve positions. The
effectiveness of this type of review should be investigated to determine the root cause
resulting in this valve access problem.
There is an RI for HMI, including design of control screens and alarms. However, the
refinery control-screen standard was set before the issuance of the Abnormal Situation
Management (ASM) Consortium guidance on using grays and limiting colors to only
alarms and equipment condition changes. All of the control room screens PII
observed were black backgrounds with bright colors used for the equipment
components. This high-contrast, bright-color scheme makes it harder to distinguish
alarms and equipment that is changing condition.
Labeling (see RI-302) is poor throughout half of the units and good in the others. The
RI for labeling has not been fully implemented, and interviewees mentioned that the
improved labeling is being implemented on a risk-based plan. Yet, based on a walk-
through of a number of process areas, there are many instances where the labeling
and/or color coding was missing from critical lines and valves. Other high-risk areas
also do not have clear labeling yet. The operators said they can identify special areas
to get better labeling, but so far, progress has been slow.
RI-302, Color Identification and Labeling of Equipment and Pipelines, states that the
“Instruction is mandatory for all new facilities and all major facility upgrades. All
existing facilities are expected to eventually comply with this Instruction.” Per interview
and observation, new installations appear to be clearly labeled and in compliance with
RI-302. However, very few facilities that existed before RI-302 was issued have been
retrofitted with adequate labeling and color-coding, and compliance is inconsistent
across the refinery.
For PHAs that PII reviewed, documentation did not indicate that HMI were considered
consistently during the HAZOP node analysis.
Best practices would be to include operators as SMEs who are assigned the lead role in
identifying where improvements in labeling and color-coding are needed. However, these
SMEs likely will need training first on best practices for color identification and labeling.
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Recommendation 29
Inspect the refinery units following the corporate standard for human factor
engineering: Safety in Design. This inspection could be completed within the PHA
Latent Conditions Review before PHA meetings. However, this inspection
schedule could leave conditions like hard-to-reach valves unidentified (latent) for
years. The walk-throughs spotted hard-to-reach valves in several units. This
appears to be systemic. The operators should be the SMEs assigned the lead role
in identifying possible changes in valve placement. They likely can help prioritize
the units for these activities. First, review the Latent Condition Checklist versus
human-factors best practices to find any gaps in the checklist.
4.2.5 Control of Dependent Error Rates
The SIS standards have not been implemented at Richmond Refinery as of the on-site data
collection. The instruments on redundant channels for Emergency Shut Down (ESD) are NOT
being maintained by different technicians on different days. Because this maintenance practice
is not being followed, the same person can easily repeat one error on redundant channels on
the same day. This maintenance practice is necessary to prevent degrading a system with
1/100 to 1/1000 probability of failure on demand to a system with no better than 1/10 probability
of failure on demand.101,102,103
Recommendation 30
For refinery safety systems with multiple, similar devices that serve in a protective
function against the same accident scenario, the refinery needs to establish
practices/procedures to reduce the chance of repetitive human error. If one
person maintains these similar systems daily, he or she could repeat an error
across several systems in one day. Therefore, schedule ITPMs activities to be
done on different days, preferably by different technicians/staff. These situations
include Safety Instrumented Systems (SIS) for Safety Integrity Level 2 and 3, ESDs,
multiple check-valves, and multiple relief devices. Otherwise, the probability of
failure on demand of such safety systems could be 10 to 100 times higher than
expected.
4.2.6 Task Design and Staffing
For human responses that could be counted as IPLs in hazard analyses or LOPA, currently
drills are not timed to validate if the human (operator) can indeed perform the actions required
within the time available for the response. The control rooms do perform many situational drills
(called situationals and hypotheticals across the refinery) that accomplish the same practicing of
the action. However, these are done without validating that the response task can be
successfully completed within the required maximum allowable response time (which is typically
1/2 of the process safety time for the accident scenario). (Note: Process safety time is the
amount of time from when a process excursion begins until there is no longer any chance of
preventing the ultimate consequence. Process safety time can be seconds to hours.)
Per interviews, operators on a daily, weekly, and monthly basis test many alarms listed in the
PHAs as either safeguards or potential causes. Individual operating areas maintain the routes
and frequencies of these responses in handheld devices. The results are not captured in a
central database for review.
However, PII evaluated a selection of 16 high-consequence alarms drawn from PHA reports
that require human response. PII found only one (6%) of these alarms on any of the area
routine duty lists. Initial job training and situationals covered nine (56%) of these high-
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consequence alarm responses, but only four (25%) were reviewed as hypotheticals. Note that
hypotheticals are table-top scenario reviews, which the Head Operator of each shift selects,
leads, and documents. Hypotheticals selected in the past have been related to emergency
response actions rather than how to respond to critical process alarms and prevent process
upsets. ABUs provide minimal, inconsistent guidance or oversight for hypotheticals, other than
inclusion as a numerical performance objective (along with LPO and MOC reading/review
objectives) to qualify for a $100 safety incentive.
Refinery staff frequently mentioned Hypotheticals as an excellent learning tool. PII considered
these drills of hypotheticals to be best in class (when compared to industry-wide practices).
Control rooms are always occupied, and staffing appears appropriate for all modes of operation.
Additional operators can be called in quickly to assist in an emergency.
Recommendation 31
For human response IPLs, ensure that the response action is practiced to mimic
the actual response to a critical process excursion. This practice should be timed
(such as by the supervisor or a designee). The time and success or failure should
be recorded to validate that the humans can respond within the predicted
maximum allowable response time. This resolution could be accomplished by
formalizing and recording data from the ad hoc situationals (and perhaps some
hypotheticals) already performed by the refinery operators and Head Operators.
Note that this recommendation is related to “how to” ensure the reliability of IPLs;
following up Recommendations 9 and 11 regarding identifying IPLs and
establishing an ITPM for each.
Examples of sources to address this concern include:
“LOPA and Human Reliability – Human Errors and Human IPLs,” Bridges, W., 6th
Global Congress on Process Safety, American Institute of Chemical Engineers
(AIChE), 2010.104
U.S. NRC 10 CFR 55, which has a section on testing of human response to process
deviation alarms.105
4.2.7 Risk Analysis of Human Factors
At the Richmond Refinery, the risk analyses of human factors is performed before (and
independent of) a PHA Revalidation using:
The Latent Conditions Checklist. The PHA revalidation is performed using the Latent
Conditions Checklist during the refinery-wide review every 5 years, which was initiated
in 2008. It was supposed to be repeated every 5 years. According to data from
management, the last refinery-wide Latent Conditions Review was done in 2013/2014.
(Note the valve access observation in Section 4.2.4 Human-Machine Interface. Based
on the evaluation teams’ limited observations, the completeness/quality of the refinery-
wide Latent Conditions Review needs to be evaluated.)
The Alarm Objective Analysis (AOA). This analysis is intended to help evaluate alarm
overload. The most recent AOA was done for the CoGen Unit.
Both of these activities are good, although as mentioned early (See recommendation 29) the LC
Checklist and Review may need improvement. In addition, there is a unit walk-through with the
LCC at the start of a Revalidation to revisit these issues. The current PHA analysis method
requires the PHA team to “recall” pertinent latent condition topics during the Revalidation and
bring up LC items in specific nodes and for deviations, as needed/remembered. Some PHA
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reports document evidence that human factors were identified that could affect causes or
safeguards. However, from PII experience, a PHA of a specific unit can and should reveal an
extensive list of human factor issues, as shown below.
Example of improper application of the Latent Condition Checklist for the
Cracking (FCC) PHA Revalidation performed 8/15/2013:
Communication section of checklist
o Stated Radios were inadequate on unit and mentioned a refinery-wide
issue with a project underway to replace the radios. (Note that the SRU
PHA states that radios are adequate, with the supplemental use of
telephones and Motorola Walkie-Talkies.)
o As mentioned earlier, there was no discussion of the rules used by the
workers to communicate (and we could not find a written program for
verbal communication protocols, although there is a CBT (see
Communication section of this report).
Labeling section of checklist – The results stated “Yes” (meaning there is
labeling) and then stated it was inadequate (from our walk-downs, we agree).
Alarms and alarm overload, alarm distinction, displays, information – this
discussion appears good and appears to match interviewee comments as well.
Procedures – States they were written by operators for operators, but there is no
evaluation of the accident scenarios that can and do occur during startup,
shutdown, and online maintenance as identified during PHAs.
Only one question addresses the many considerations about Fitness for Duty.
The PHAs list an alarm as a safeguard in many instances. However, per interviews, there was
no discussion of “is there enough time for the operator to respond.” This is a critical concept for
the human-error analysis portion of a PHA, since the alarm is useless if the operators cannot
respond in time. Also, these alarms are NOT consolidated on a list and then checked versus (1)
the control rooms to ensure the alarms can be responded to in time and to ensure they are
indeed drilled by each worker once a year and (2) the inspection, test, PM database for
instruments, to ensure the instruments are maintained.
In the PHA/Reval (mostly these are Redo method), there is a deviation called Human Factors.
This is GOOD. Note, though, that in the PHA for CoGen completed Aug 30, 2012, the entries
were almost entirely “No new causes.” Per interviews, there is not a “new discussion of HF” at
this deviation (it is not like a recap of the latent conditions checklist). Rather, the HF deviation
allows the team members to voice any HF concerns they may have (without prompting) for that
part of the process. Several of the 27 recommendations from the CoGen PHA are related to
human factor issues, which indicate there were human factor discussions.
A discussion of risk analysis for human factors would not be complete without referencing
Section 4.1.4 Process Hazard Analysis and the PHAs’ focus on the continuous mode of
operation. PHAs do not adequately consider non-continuous modes of operation when major
accidents occur that are driven by individual human error. Simply considering the deviations of
“startup, shutdown, and maintenance” during a node-by-node HAZOP of parameters has, in
PII’s experience, been shown to catch less than 10% of the accident scenarios during these
operating modes.
See Recommendation 5 in Section 4.1.4
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4.2.8 Analysis of Human Factors during Investigation of Losses and Near Loss
Incidents
Injury and Illness Prevention Plan (IIPP) – The refinery uses the approach named TapRoot™
(from System Improvement) for accident investigations of major incidents. This approach
includes consideration of human factors as, or within, root causes and drives the investigation to
root causes. However, it appears the TapRoot™ investigation results are subsequently sorted
into Chevron categories to fit the Refinery’s dedicated incident database structure. Using the
Refinery database categories could redirect the investigation team’s focus to issues other than
root causes (i.e., other than management system failures and weaknesses).
For topic-specific discussions on this interlocking aspect of human factors control, see Section
4.1.2 Employee Involvement and Section 4.1.8 Incident Investigation. Per the findings listed in
these sections, very few near loss incidents are reported, and almost none of these are
investigated to root causes. So, most (perhaps 95% to 98%) of the root cause analysis data
that could be captured is currently not available to CUSA Richmond, because of very low near
loss incident reporting and very few root cause analyses of near misses.
Root causes are defined by AIChE/CCPS in multiple textbooks as “management system
weaknesses,” and management systems in turn control human factors, and ultimately, human
error rates.
The Safety Evaluation team noted that an action item from the Richmond Refinery Chevron
Corporate internal RISO Audit Report (2013) stated that periodic human factors program
evaluation needed better documentation (3-year versus 5-year cycle). The review team also
noted that an action item from the Richmond Refinery Chevron Corporate internal RISO Audit
Report (2013) stated that qualifications and experience requirements for human factors trainers
were not established. Chevron Richmond Refinery staff say they will track these action items to
closure.
4.3 PROCESS SAFETY CULTURE
4.3.1 Process Safety Culture — Qualitative Analysis
Some quantitative measures of process safety performance, such as the process safety leading
indicators discussed earlier, are also indicators of an organization’s process safety culture.
Often, these can be compared across different facilities and even across different industries to
establish standards and gauge the relative effectiveness of organizations. However, many of
the more qualitative elements of process safety culture may be unique to an individual facility or
even to a specific work group within the facility. It is very difficult to compare results and
establish qualitative standards across different work units. Still, it is possible to establish a
baseline and measure progress over time within the same (or similar) work units. (See Process
Safety Culture – Making This a Reality for more details)106
When conducting a culture assessment, data is best collected in a variety of ways designed to
encourage complete and accurate disclosure while minimizing any bias imposed by the
collection process. Results can then be compared to eliminate (or explain) inconsistencies.
The three methods for determining the process safety at Chevron Richmond (listed in order of
relative strength) were:
Process Safety Implementation Evidence
Individual Safety Culture Interviews
Written Process Safety Culture Surveys
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4.3.2 Process Safety Culture — Findings/Observations from Process Safety
Implementation Evidence
In this report (see Sections 4.1 Process Safety Management and 4.2 Human Factors), the
evaluation team presents their summary of observations for process safety implementation
evidence at the Richmond Refinery. The team considers these observations the strongest
source of data for evaluating Chevron Richmond’s Process Safety Culture.
4.3.2.1 Summary of Process Safety Culture Score based upon observed Process Safety
Implementation Evidence
The scores in the table below represent a Delphi approach to collecting expert opinion, in
which four PII experts (each were present for on-site data collection), independently evaluated
each factor based on their observations at CUSA and their experience from other sites. The
scores were averaged, but extra weighting was given (in rounding up or down) based on the
relative experience and expertise of the respondent with respect to each question. This score
is related to Process Safety Culture only and not to process safety implementation
effectiveness, although the two are connected. This score also excludes consideration of
Occupational Safety Culture.
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Selected Process Safety Metrics Based on Process Safety Implementation Evidence
that Relates Most Directly to Process Safety Culture
Process
Safety
Culture Score Mechanical Integrity Timely completion of ITPMs including documentation/ analysis/ follow-up on “as-
found” data Fair
Backlog of process safety and process integrity work orders - should be low and/or
decreasing Fair
Maintenance emergency repairs and break-in work versus planned maintenance -
should be low and/or decreasing Poor
Temporary leak repairs - should be very low or zero Poor
PMI inspections performed - should be 100% for baseline equipment and welds,
and for new components and new welds Poor
Effective “bad actors” program Fair Action Item Follow-up Timely completion of recommendations and action items (from all sources
including PHAs, IIs, PSSRs, MOCs, Compliance Audits) Fair
Audit of closure process for completeness and effectiveness Good Process Safety Competence Timely completion of process safety training Fair
Evaluation of operator response during drills for each critical alarm (one drill per
alarm per operator per year) Fair
Field verification and validation of operating and maintenance procedures (95%
and higher accuracy of the content and 90% score on following human factors
rules for clarity)
Poor Learning from Near Losses Work or process is stopped when workers/staff suspect serious problems Poor
Reporting ratio of near loss incidents to loss incidents - below 5 is poor and
greater than 25 is good and greater than 50 is excellent9 Poor
Timely completion of incident investigations Fair
Analysis (trends) and follow-up on incident investigation results Poor Human Factors Control Good control of fatigue (overtime hours, consecutive days worked) Poor
Observations performed of pre-job planning activities, shift turnovers Good
Observations performed and enforcement of rules for radio communications Poor
Evaluation and control of Human Machine Interfaces (HMI) Fair
Staffing, vacancies, absenteeism Fair
Job experience, certifications, and training levels Fair
Effective use of “Management of Organizational Change” processes Fair
COMPOSITE SCORE ON PROCESS SAFETY CULTURE: Fair
4.3.2.2 Selected Findings and Recommendations related to Process Safety Culture from
Process Safety Implementation Evidence
Near Loss Reporting: One of the clearest indicators of (Process) Safety Culture is the number
of near loss incidents being reported. This is best expressed as the ratio of the “number of near
loss incidents reported” divided by the “number of actual loss incidents.” As mentioned in
Section 4.1.8 Incident Investigation, this ratio should be 20 or higher to be considered good.
Less than 5 is considered poor (less than 1 is considered very poor). The ratio at CUSA
Richmond has gradually increased from 0.5 to 2 in a 6-year period.
Companies with strong safety culture make near loss reporting one of their top 3 priorities, since
near losses can effectively predict what actual losses are about to occur. Sites of equal size
have been able to propel near loss reporting ratio from the 1 range to the 50+ range in a matter
of months by virtue of management emphasis and employee trust. What makes this possible is
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a shift in the site leadership. Another factor may be the company’s willingness to assume full
responsibility and take swift corrective action of the root causes of near loss and actual loss
incidents and create a blame-free environment for reporting of near loss incidents. So,
Richmond Refinery’s low reporting ratio of near loss incidents is a direct indicator of mistrust
between represented workers and management, which indicates weak process safety culture.
(See similar evidence of the poor near miss reporting environment in the related portion of
Section 4.3.3 Safety Culture Interviews.)
See Recommendation 24, 25, and 26 in Section 4.1.8 Incident Investigation
The refinery has a Human Resources Department (HRD), which handles employee records,
coordinates hiring, facilitates retirements and terminations, and tracks data such as hours
worked, medical issues, fitness for duty issues, etc. Although this department does not have a
direct role in controlling process safety, many other companies/sites have benefited from HRD
becoming knowledgeable and eventually expert in human factors and the limits on human error
rates. In a few companies, HRD has eventually taken a leadership role in tracking and
implementing human reliability.
Recommendation 32
Increase the Human Resources Department’s Process Safety Culture
competencies in human factors. Also, enlarge their role in optimizing certain
human factors to strengthen development of refinery work processes and staffing.
Willingness to stop work when undue risk is perceived: Another of the clearest indicators
of process safety culture is how management acts to control risk when production rates are
affected. The Chevron “Stop Work Authority” process normally addresses stop, notify, correct
and resume approach for a resolution of potentially unsafe conditions. SMEs and represented
workers verbally provided numerous instances where the SWA was used effectively for tasks
that involved personal (occupational) safety concerns. Written examples show examples of such
SWAs as well. They gave no examples (verbally or in writing) of SWAs used for process safety
considerations (such as for preventing a process from starting back up or to shut down a
process). Some process incidents have occurred that would have required a shutdown and/or
delay in startup where SWA was not effectively used in improving the decision-making process.
CUSA uses an “Alert and Bulletin” process to share instances of positive use of Stop Work
Authority for process and personal/occupational safety concerns, good catches from near loss
reporting, and in-depth follow-up after incident investigations are complete. Often, Operations
uses the non-MOC HSEs to assess process safety concerns with the appropriate subject matter
experts. This is a checklist of topics for the team to reference as thought-provokers.
Chevron employees (both management and hourly) would benefit from additional training on
how to apply the SWA for process safety issues. This should include:
A description of the decision-making process in an emergency,
The importance of basing decisions on potential process hazards of the situation, and
An informed analysis by people that understand the hazards of the process unit and
understand the risk of continuing to operate.
Chevron should conduct NLI (or LI) investigations when a SWA has been implemented for
process safety reasons, including determining why the troubleshooting guides or emergency
response/operating procedures may not have provided the proper guidance on handling the
process upset or incident.
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Continue to celebrate, communicate, investigate, and share process safety SWA successes
across departments (such as potential incidents averted or minimized because of appropriate
SWA intervention, resulting in a process shutdown or delayed restart). Use motivational
techniques learned while implementing occupational/personal safety SWA to develop and
expand process safety SWA application.
Recommendation 33
Develop methods to increase management and employee expertise in applying
SWA to process safety issues (situation identification and decision-making).
4.3.3 Process Safety Culture — Findings/Observations from Individual Safety
Culture Interviews
Individual interviews often provide candid and concrete examples of behaviors, actions, events,
and stories that support individual perceptions and feelings. So the data tends to be much more
relevant to the question area because the interviewee is able to get clarification on the
questions and focus areas. The interviewer must be able to establish rapport, assure
confidentiality, ask open-ended questions, and avoid judgmental or leading responses. A
sufficient number of interviews are necessary to ensure that the findings are representative of
the workgroup being studied and to help protect the identity of individuals. The confidence
levels of the results are presented later in the section. The presence of management
representatives, attorneys, union representatives or other third parties generally will negatively
influence the openness of the discussion and is likely to increase a bias in the results in favor of
“good culture here.”
When conducting safety culture interviews, it is useful to provide the interviewer with a guide to
help keep the conversation flowing on relevant topics. For the purposes of individual interviews,
PII grouped process safety-culture interview responses into the following categories:
Accountability (responsibilities well defined, challenges for meeting them)
Learning (competence, time allocated to training, too much, too little, cancellations)
Corrective action program (issues are addressed, timely, appropriate)
Commitment (management support, importance of safety, personal involvement)
Reporting and environment for raising concerns (near misses, willingness, practices,
hesitation, and retaliation)
Change Management (reorganization, organizational changes preparedness,
effectiveness)
Work control, work practices (empowerment, being able to stop processes, direct
instructions, procedure quality)
4.3.3.1 Summary of Interview Data
The graphs on the following pages of this section summarize responses collected during
interviews of Chevron employees by the evaluation team. The findings and recommendations
from the results are discussed after the graphs. Note that the color codes represent the overall
opinion of the interviewee.
Dark Green (to the far left) means Very Favorable
Light Green means Favorable
Gray means no opinion or uncertain it applies
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Light Red means Unfavorable
Dark Red means Very Unfavorable
Number
interviews
% of total
employees
interviewed
Approx. %
sampling,
job category
Approx. % total
refinery
workforce
Technical and Management 36 37% 13% 27%
Hourly 60 63% 8% 73%
Total interviewed 96 100%
96 Chevron Richmond Refinery employees were interviewed. The above table summarizes
distribution for employees interviewed.
See the previous discussion (see Section 3.4.2 Individual Interviews) related to the random
selection process and employee responses to interview invitations. The sample size was large
enough for meaningful interpretation of the interview results, with an 85% confidence level in the
results, at a 90% confidence interval (10% error range).
4.3.3.2 Selected Findings and Recommendations:
Collective Interviews for Chevron Richmond Refinery employees:
Accountability for process safety at the refinery (% of favorable and very favorable
responses):
o All employees (~40%)
o Non-represented employees (management, supervisors, technical staff) (~70%)
o Represented employees (operators and maintenance) (~30%)
Employees said that roles and processes are clear and well defined. Employees and
contractors alike are held accountable to meeting high performance standards. Most
supervisors and managers are knowledgeable and most are supportive of their staff. Some
responses from represented employees indicate the employees feel that some managers use
employee/worker accountability as a way to direct blame to the employees when things go
poorly.
A second area of concern expressed during interviews is that employees feel they are
overloaded because of a shortage of qualified workers and increased paperwork (document
review, email communications, incident investigations, checklists and permits for example). This
indicates (in the workers’ view) less than adequate accountability of management as reflected in
the shortage of staffing. By contrast, according to the results of the written survey (described in
section 4.3.4), about 60 to 75% of the represented workers have a favorable or very favorable
opinion of management’s commitment to process safety.
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Recommendation 34
Ensure that an adequate number of staff have high competencies in process
safety-critical roles. The goal is to ensure adequate numbers of the various
competencies for day-to-day process safety implementation (related to
Recommendation 1). For each process role/activity, establish the following:
How to reach competency for an activity?
Who is the competency judge?
How to identify competencies that may be leaving?
Collectively, 40% of all CUSA employees interviewed have a favorable perception of the status
of Learning at the Refinery.
Learning pertaining to process safety at the refinery (favorable or very favorable
responses):
o All employees (~40%)
o Non-represented employees (management, supervisors, technical staff) (~70%)
o Represented employees (operators and maintenance) (~30%)
Represented employees voiced the least support with roughly 70% expressing either negative
or very negative responses (and only 25% favorable or very favorable). The initial training that
new hires receive and much of the ongoing training that all employees receive is generally
considered good and effective. The use of simulators for control board operator training is very
highly regarded. However, using computer based training (CBT) instead of interactive,
instructor-led classes for initial and refresher training has not been well received. Many
employees believe that workshops, discussion, and information sharing with peers provide
valuable learning and share relevant information that CBT cannot duplicate. Represented
employees stated that they want to see improvement in consistency of the competency and
level of engagement of (on-the-job) trainers. Concerns were also expressed about
management’s perceived inconsistent support of the training process. Examples include
pressure to complete training quickly, the threat of discipline if all required training is not
completed in a timely manner, and training communication shortcuts such as emails instead of
face-to-face review.
See Recommendation 21 (in Section 4.1.6)
Concerning Closure of Corrective Action Items from loss, near loss, PHA, and process
safety audits, all employees’ comments were roughly 40% favorable.
Corrective Action (favorable or very favorable responses):
o All employees (~40%)
o Non-represented employees (management, supervisors, technical staff) (~65%)
o Represented employees (operators and maintenance) (~30%)
Tracking systems such as the OERI dashboard are in place to ensure that corrective actions
are completed in a timely manner. These are considered effective in defining responsibility
and maintaining management focus. In addition, consensus is that the performance has
improved significantly over the last few years. However, concerns were expressed that this
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may be a numbers game. It is perceived that some corrective actions are closed without
effective resolution and employee feedback/review, and that management priorities are still
apparently driven by production and cost impacts. The action-tracking database indicates that
recommendations are “closed” and documented. Sometimes, these are labeled “declined.”
The refinery has a system to review rejections and declines with the PHA team. However, the
evaluation team believes improvements are necessary with respect to reviewing declined
actions with the PHA team and affected employees.
Recommendation 35
Ensure that the action-item closure process for PHAs, MOC risk reviews, and
incident investigations includes:
Documented evidence of why a corrective action is declined;
Improved action-item closure visibility; and
Feedback/review by the appropriate people involved, especially the
originator(s) of the request and people affected by the corrective action.
Roughly 50% of all of the refinery employees interviewed have a favorable perception of the
level of Commitment to process safety.
Commitment (favorable or very favorable responses)-
o All employees (~50%)
o Non-represented employees (management, supervisors, technical staff) (~75%)
o Represented employees (operators and maintenance) (~40%)
Represented employees responded roughly 40% favorable and 35% unfavorable, with ~25%
expressing no observed opinion. Favorable responses include an appreciation of
management’s presence and accessibility in the field. People are generally confident that
recent changes in management are heading in a better direction. However, comments from
some represented employees indicate concern about leadership inconsistency in support and
commitment at different levels of the organization. Employee responses indicate that some
managers say the right words, but then push back when process safety concerns are raised
and continue to make short-term decisions based on cost. From comments from those with an
unfavorable opinion, high turnover in some higher-level management positions remains a
concern as well, with the perception that short-term decisions can be made without regard to
the long-term consequences.
Chevron should:
Ensure that key site leaders have sufficient assignment time in their roles to
demonstrate commitment and develop expertise, knowledge, and understanding of
their process safety responsibilities.
Establish, track, and broadly communicate effective and measurable organizational
goals and objectives for process safety so that the refinery develops a culture (habit) of
discussing process safety at all levels of the organization.
Ensure that there remains adequate and consistent funding for process safety
engineering (e.g., capital improvements) and process-safety management job
positions and activities.
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Ensure that appropriate mid-level and senior management review and control
mechanisms are in place to protect both the short- and long-term interests of the site.
Ensure effective feedback mechanisms communicate alignment between
management’s statements (vision, goals, and objectives) and management’s decisions
and actions.
Engage and involve workers at all levels in process safety activities (as discussed in
other recommendations), and ensure alignment of goals across all work groups. Use
these activities to also develop mutual credibility and reestablish trust between
management, non-represented staff, represented staff, contractors, and the
community.
Continue to invest in classroom training and mentoring of key operations staff,
maintenance staff, and process engineers to develop a full understanding of both
process hazards (including damage mechanisms) and human factors, to allow
effective, ongoing minimization of process risk.
Recommendation 36
CUSA Richmond should implement a policy and procedures to sustain process
safety competency in key organizational roles, including refinery leadership.
Steps could include setting minimum times in place for key leadership roles.
Only 25% of all CUSA employees interviewed have a favorable perception of Reporting
incidents.
Near Miss and Accident Reporting (favorable or very favorable responses)
o All employees (~25%)
o Non-represented employees (management, supervisors, technical staff) (~40%)
o Represented employees (operators and maintenance) (~20%)
This is the second-lowest rating for any process safety-culture measurement from the interviews.
The results correlate to the evidence of low numbers of near miss es reported at the refinery and
declining number of investigations by represented employees. (See discussion in Section 4.1.8)
Based on PII staff experience helping implement process safety across about 100 sites, a low
score in this category is the most reliable indication of poor process safety culture. During the
interviews, 55% of the represented workers indicated that learning from incidents and near miss
reporting in particular, was poor to very poor. Employees mentioned many barriers to reporting
incidents and especially for the reporting of near loss incidents. Barriers included
That investigations are perceived to blame the employee (rather than find the root
causes)
The perception (based on employee feedback) that little gets done
The system is difficult to use
The focus appears to be on small, unimportant things
The perceived lack of resources to document and investigate every incident
However, the operators’ and maintenance staff’s most overwhelming negative response is
related to a recently re-communicated refinery policy (perceived as a change), which the
represented employees believe requires drug testing of anyone involved in an incident (even a
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near miss) unless employee impairment can be eliminated. This perceived change in policy is
considered punitive and unfair, and it seems to further discourage reporting of near loss
incidents.
Sites that follow industry best practices achieve a ratio of more than 25 near misses reported
per accident loss. A ratio of less than 5 (such as at Richmond) is considered poor. It leaves the
refinery to learn about weaknesses mainly from actual losses instead of from near misses.
Further, this low reporting of near loss incidents is a direct indicator of mistrust between
represented workers and management, which again indicates weak process safety culture.
See Recommendations 24, 25, and 26 in Section 4.1.8.
Collectively, only 20% of all CUSA employees interviewed have a favorable perception of
Change Management (the lowest of any category).
Commitment (favorable or very favorable responses)
o All employees (~20%)
o Non-represented employees (management, supervisors, technical staff) (~45%)
o Represented employees (operators and maintenance) (~10%)
Represented employees provided unfavorable responses 60% of the time while discussing
Change Management. Employees shared concerns that the MOC paperwork process is too
cumbersome. This affects the MOC process effectiveness, and it is therefore subject to being
bypassed (Note: Compare this with Written Survey Question # 39). Some affected employees
said they are not adequately involved (or consulted) when evaluating the changes being
considered and training shortcuts are perceived to be taken, i.e., employing email notification
instead of face-to-face MOC training. A concern was also raised regarding frequent turnover at
the ABU supervisor level, where inexperience and short-term thinking could contribute to poor
decision-making. Recent changes in operations staffing (addition of an OOA) and maintenance
(reliability) staffing were perceived as positive steps for the organization.
Recommendation 37
Consider streamlining the MOC review and documentation procedures for low-risk
changes. Continue to ensure that appropriate risk assessment is performed and
documented before significant changes are implemented. Implement an improved
MOC process that covers changes requested to operating and maintenance
procedures and include (or consult) the affected personnel on best ways to
approach these requested changes. All impacted employees (including
represented employees) should be appropriately involved in Management of
Organizational Change (MoOC) reviews (see related CCHMP finding). Chevron
should audit MOCs frequently enough to better define the MOC situations that
require face-to-face training (see related CCHMP finding).
Collectively, roughly 65% of all CUSA employees interviewed have a favorable perception of
Work Control.
Work Control (favorable or very favorable responses)
o All employees (~65%)
o Non-represented employees (management, supervisors, technical staff) (~85%)
o Represented employees (operators and maintenance) (~60%)
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The represented employees gave 60% favorable responses in this category. Stop Work
Authority (SWA) is well understood, broadly used, and widely accepted as one of the primary
cornerstones of personal safety at the refinery. However, some (particularly operators)
commented that for process safety, a better name could be “Pause Work” (rather than Stop
Work) since they perceive significant pushback from management whenever SWA conflicts with
continued operations (most of these referenced instances are process safety issues). Work
often proceeds after meeting with management with few or no changes to the original plan.
Examples of SWA usage most often mentioned involved personal safety concerns, and they
usually involved outside groups (maintenance or contractors) working in an unfamiliar area.
Process safety examples were mentioned less frequently, and these usually involved
transitional operating modes (startup, shutdown, online maintenance) and not process safety
that would halt normal operation. Per refinery management, there are many examples of SWA
having been used for process safety NLI or LI. However, there are currently no data breakouts
or key performance indicators for Process Safety-related SWAs. Further, per the plant staff
interviewed, and particularly operators, the implementation of SWA for maintenance tasks
(typically related to occupational safety impacts) has worked well, while the implementation of
SWA for operational issues (typically related to process safety impacts) is not as effective.
From most of the represented employees interviewed, management seems to authorize start,
restart, or not stopping a process, even if workers can identify additional safeguards for the
current situation.
As expressed by represented employees, management’s unconditional support of SWA
appears to wane as the financial consequences of stopping work (i.e., halting production)
increase. So, the SWA program illustrates that the occupational safety culture is strong while
the process safety culture is weak.
See Recommendation 33 in Section 4.3.2.2
Other issues discussed during the interviews include a generally positive perception by most
that the Richmond Refinery is one of the best and safest refineries in the area (based on
benchmarking to peers in the area). Most interviewees believe the site has a safety culture that
has been continuously improving over time. However, many represented employees expressed
low trust in management, broad reluctance to speak out for fear of retaliation, and the
perception of the existence of a punitive, blaming, and “protect yourself” environment.
Considering recent events, multiple investigations, potential personal liability, and high public
scrutiny of the site, a certain lack of trust, cautiousness, and restraint should be expected.
However, management’s leadership and their trust relationship with the represented employees
remain as a prime opportunity for Process Safety Culture improvement.
4.3.3.3 Comments on the Safety Culture Interview Process and Its Effect on the Results
Interview responses for non-represented staff were significantly more positive than
corresponding interview responses for represented employees. The Written Process Safety
Survey results showed a difference as well, but to a much smaller magnitude. Is this because
of a real difference in process safety observations, differences in perceptions, or is the
difference in interview feedback amplified by the way the data was collected (interview
atmosphere)? Based on the evidence from process safety implementation, which matches
many of the interview results, PII believes the safety-culture interview results are credible and
that they reflect the process safety status and process safety culture more accurately than the
written survey results.
Having other company representatives present in all of the salaried employee interviews (who
could presumably report interview observations to upper management) could cause the
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interviewee to refrain from overtly negative statements. The interview team did not maintain
demographic data (age, years of service, etc.) but about half of the salaried workers interviewed
appeared to be new in their roles (less than 2 years), and some appeared new to the site (less
than four years).
It is possible that hourly workers (interviewed without company representatives) would be
perceived as more “protected” from immediate outcomes from their statements (if these were
negative) since the interview is confidential (only the PII or county interviewer was sitting with
the interviewee, and no names were divulged outside of the interview). However, all
interviewees might be at risk (if they made negative statements related to the process safety
implementation at the refinery) from the longer-term implications at the Richmond Refinery, if
such statements resulted in a negative finding in this Safety Evaluation. This latter concern was
voiced on several occasions in represented employee private interviews, in interactions in the
field, and by union representatives reviewing the interview process.
Based on the number of staff interviewed (96), there is a statistical difference in the data
provided by hourly and salaried workers. Below are some key factors to consider when judging
the differences in the data between hourly and salaried employees at the refinery. Note that
these differences apply to both written survey data and to interview data:
Data: Hourly staff typically have much different data on process safety implementation
than the average salaried staff or management because of their exposure to the
minute-by-minute operation of the units. The difference in data between hourly (or
shift workers of all types) and non-shift workers is much larger if there is low near miss
reporting, as is the case at the Richmond Refinery, because the shift workers would be
aware of the near misses, but unless they report them, others would not be aware.
Communications/Perspective: Salaried workers are involved in a higher percentage
of daily, weekly, and monthly meetings with managers and site leadership as part of
their job assignments and daytime work schedules. Hourly worker interactions with
higher levels of management are less frequent because of job assignments and shift
schedules. Therefore, the messages they receive on vision and changes to match a
vision are likely not reinforced to the same degree as for salaried staff. Represented
employees may be frustrated as they observe opportunities to make things better
within their work scope, but they may be directed to accommodate these shortcomings
for now because other projects have a higher priority at this time. When their issue is
a significant, substantiated safety or environmental concern, they generally see
immediate actions taken. However, if it affects production (increases costs), or if a
temporary workaround can be implemented, they may see permanent action items
delayed for months or years.
Distance/Line of Fire: On average, salaried worker assignments require less time in
the process areas (compared to hourly staff), reducing their interaction with
occupational and process risks. They may have a theoretical understanding of those
risks. Yet, they may lack operational experience on how those risks must be managed
and how operators and maintenance and inspection staff must implement rigorous,
detailed operational/maintenance discipline on a routine basis to address these risks.
This is particularly true of less experienced salaried staff with limited field experience.
Many experienced managers, supervisors, and engineers do have this deeper
operational experience and understanding. However, they may have difficulty relating
with workers who must deal with limited resources and real time hazards.
Hourly workers’ proximity to the process equipment also makes it more likely that they
will be held directly responsible for any mistakes they make (since they are the last
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ones to touch the equipment before an incident occurs), while the salaried workers
(except for management, of course) are somewhat shielded from this level of
accountability. Historically in process industries, discipline is more likely (though
unfairly) to occur whenever there is an identified breach of protocol, such as:
o Failure to follow the correct procedures,
o Failure to recognize and maintain awareness of the hazards, or
o Failure to respond in a timely manner and take the proper actions. (Even though
in 99% of the cases, the root causes of such mistakes are human factor
weaknesses and ultimately management system weakness.) (See CCPS
Guideline for Investigating Chemical Process Incidents, Chapter 5 in particular,
for further elaboration.)107
Salaried workers are generally insulated from this type of potential disciplinary action
since their type of errors are further back in the sequence of events leading to an
incident and less obvious.
If root cause investigations end at the causal factors (operator and maintenance
technician errors or component failures) and fail to dig deeper and identify
management system failures (true root causes), then the hourly workers will be
blamed for the losses in a high percentage of incidents. Further, the hourly workers
may see (or believe) that the refinery is not interested in correcting the real issues.
This is one reason for the low near miss reporting rates at the refinery. (Of course, if
the investigations do not get to root cause [management system weakness], which
includes the systems that control the design of the process equipment, then the
likelihood of future accidents related to the same root causes will be unnecessarily
high.)
Peer Group: A person’s peer group affects their perception to some extent.
Regardless of the magnitude of the effect, it is clear that the group of hourly operator
peers is different from the hourly maintenance staff, and both of these peer groupings
is significantly different from most salaried (or non-shift salaried) employees. This
effect is likely not as strong as the other effects listed above.
4.3.4 Process Safety Culture — Findings/Observations from Safety Culture
Written Survey
To facilitate confidentiality and encourage participation, a written safety culture survey was
conducted using a combination of company-provided iPads, remote web access, and pencil and
paper administration. Towers Watson managed the data collection process and provided the
raw data to PII for analysis. Towers Watson also prepared a high-level summary of the results
and presented it to CUSA management.
The survey instrument used was identical to the survey conducted by the Baker Panel108, with
only minor modifications to account for CUSA- and site-specific terminology. There were 49
primary questions (some with sub-parts), which can be further classified into six primary
categories:
Process Safety Incident Reporting
Safety Values/Commitment to Process Safety
Supervisory Involvement and Support
Procedures and Equipment
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Worker Initiative/Professionalism/Empowerment
Process Safety Training
CUSA management and the trade unions both encouraged participation in the survey, but it was
also made clear that participation was voluntary. Both refinery management and unions sent
many appeals for participation. 2,197 survey invitations were extended, with 1,023 invitations to
Chevron employees and 1174 invitations to other personnel who work at the Richmond Refinery
(contractors). There were 1,195 surveys completed with a response rate of 54%. Chevron
employee response was 62% and non-Chevron (contractor) employee response was 48%.
The Chevron employee response rate is acceptable for a written survey. The sample size
based on the response rate was large enough for meaningful interpretation of the survey results.
There is a 95% confidence level that the results reflect the average opinion of the refinery staff
(if all had returned a survey), at a 96% confidential interval (4% error range).
The table on the next page shows a breakdown of the survey numbers.
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The non-Chevron employees (contractors) responded at a lower rate (48%).Their responses
were generally positive on Richmond Refinery process safety, but the contractors included more
“no opinion or uncertain it applies” responses, which is to be expected. Many of the contractors
who were invited to participate have little interface with process safety at this refinery because
of the nature of their work.
Some questions showed a definite difference between feedback from Chevron and non-
Chevron employee surveys.
Question #34a – Process equipment is not regularly: Tested – non-Chevron
employees positive responses were ~10 points lower.
Question #34b – Process equipment is not regularly: Maintained – non-Chevron
employees positive responses were ~10 points lower.
Question #47d – The following receive the necessary process safety training to do
their job safely: Contractors – non-Chevron employees’ positive responses were ~15
points higher.
For the questions listed above, it would appear that non-Chevron employees might need
additional training on process safety related to work at the Chevron refinery, to increase their
understanding of the Richmond Refinery process safety program. (Alternatively, perhaps the
refinery management needs to communicate more effectively the maintenance activities at the
refinery.)
Contractors working at the Richmond Refinery recognize that procedures and checklists are
important to incorporate process safety into their work assignments (Question #33a ~+9 points).
Most of the following data and analysis relates to direct-hire Chevron employees at the
refinery.
Note that the factors such as Data, Peer Group, etc., discussed in Section 4.3.3.3, also
apply when judging the differences between average responses to the written Process
Safety Survey of hourly and salaried employees at the refinery.
4.3.4.1 Summary of Written Survey Data
The three following graphs illustrate the average, generalized results of the interviews from each
subset of staff interviewed. The findings and recommendations from the results are discussed
after the graphs.
The All Respondents graphs include Chevron employees (53% of total responses) and non-
Chevron employees (47% of total responses).
Note that the color codes are:
Dark Green (to the far left) means Strongly Agree
Light Green means Agree
Gray means no opinion or uncertain it applies
Light Red means Disagree
Dark Red means Strongly Disagree
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Graphs showing the results of each survey question are presented in the following pages.
Some written survey questions may be truncated in the graphs. The full text of each question
follows.
2013 Chevron Process Safety Culture Survey Questions
(based on Baker Panel 2006 Safety Review Report Survey)
1. This refinery provides adequate training on hazard identification, control and reporting.
2. I have received training on hazard identification, control and reporting in the last 12
months.
3. I can report hazardous conditions without fear of negative consequences.
4. In general, workers don’t bother to report minor process-related incidents, minor
accidents, or near misses.
5. I believe a culture exists at this refinery that encourages raising process safety
concerns.
6. Corrective action is promptly taken when unsafe process safety conditions are brought
to management’s attention.
7. I am confident that process safety issues are:
a. Thoroughly investigated
b. Appropriately resolved
8. Workers are informed about the results of process-related incident, accident, and near
miss investigations.
9. I am satisfied with the process safety reporting system at this refinery.
10. I do not hesitate to report actions or conditions that raise a process safety concern,
even when a co-worker is involved.
11. My supervisor puts a high priority on process safety through actions and not just empty
slogans.
12. Refinery management puts a high priority on process safety through actions and not
just empty slogans.
13. Operational pressures do not lead to cutting corners where process safety is
concerned.
14. At this refinery, process safety improvement is a long-term commitment that is not
compromised by short-term financial goals.
15. In my opinion, the people at my refinery with specific process safety responsibilities
have the:
a. Authority to make necessary changes
b. Resources to make necessary changes
16. In my opinion, process safety programs at my refinery have:
a. An adequate number of people responsible for process safety
b. Adequate funding
17. There is usually sufficient staff in my work group to perform my job safely.
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18. After a process-related incident, accident, or near miss, management is more
concerned with correcting the hazard than assigning blame or issuing discipline.
19. At this refinery, a formal hazard assessment is performed to ensure that changes that
affect processes will be safe.
20. Workers at this refinery feel pressured to work considerable overtime from:
a. Co-workers
b. Supervisors
c. Refinery management
d. Their own sense of loyalty to their operating units
21. In my work group, process safety concerns are secondary to achieving production
goals.
22. My supervisor sometimes asks me or encourages me to operate an unsafe process.
23. My supervisor will support me if I refuse to participate in unsafe work.
24. My supervisor encourages me to identify and report unsafe conditions.
25. My supervisor makes sure that procedures relating to the following activities are safe,
accurate and clear before such activities are initiated:
a. Operations
b. Maintenance
26. Persons with appropriate supervisory authority and expertise participate in hazardous
process-related activities, such as startup.
27. My supervisor takes action when a worker engages in a poor process safety practice.
28. My supervisor takes appropriate action in response to my suggestions for process
safety improvements.
29. Interlocks, alarms, and other process safety-related devices are regularly:
a. Tested
b. Maintained
30. Disabled or failed control equipment or process safety devices are restored to service
as soon as possible.
31. Written operating procedures, checklists and job aids are:
a. Regularly followed
b. Kept up to date
32. Procedures exist at this refinery that instruct operators to take action as soon as
possible if safety critical interlocks, alarms, or other process safety-related devices fail
or become unavailable during operation.
33. Maintenance checklists, job aids and procedures are:
a. Easy to understand
b. Easy to use
34. Process equipment is not regularly:
a. Tested
b. Maintained
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35. In order to ensure process safety at my refinery, inspection and maintenance are
made high priorities.
36. I feel that I can influence the process safety policies implemented at this refinery.
37. Workers at all levels of my refinery actively participate in:
a. Hazard reviews and assessments
b. Near miss incident and accident investigations
38. When a process safety issue is involved, I can challenge decisions made by the
following without fear of negative consequence:
a. My supervisor
b. Refinery management
39. Workers sometimes work around process safety concerns rather than report them.
40. Creating unapproved shortcuts around process safety is not tolerated at my refinery.
41. I am informed when potentially dangerous processes are started.
42. I am responsible for identifying process safety concerns at my refinery.
43. I feel free to refuse to participate in work activities that are unsafe.
44. Operators are empowered to take corrective action as soon as possible (including
shutting down when appropriate) if safety critical interlocks, alarms, or other process
safety-related devices fail or become unavailable during operation.
45. The training that I have received does not provide me with a clear understanding of the
process safety risks at my refinery.
46. I know how to access appropriate process safety resources if I need them.
47. The following receive the necessary process safety training to do their job safely:
a. New workers
b. Experienced workers
c. My supervisor
d. Contractors
48. The process safety training that I have received allows me to recognize when a
process should be shut down if safety critical interlocks, alarms or other process-safety
devices fail or become unavailable during operation.
49. The process safety training that workers receive at my refinery is adequate to prevent
process-related incidents, accidents and near misses.
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4.3.4.2 Selected Findings and Recommendations
Collectively, employees at the Chevron Richmond Refinery responded to the written survey with
a very favorable view of safety culture at the site. 80% of all responses for all written survey
respondents were favorable (agree or tend to agree) while only 9% were unfavorable.
Represented employees gave more unfavorable responses than their non-represented
colleagues (18% for operators and 12% for maintenance) did, but there was still a strong
favorable response (70% for operators and 76% for maintenance). Generally, the represented
respondents’ positive responses were roughly 10 points lower that non-represented responses.
Comparing the written survey responses to individual questions for represented and non-
represented employees indicates that non-represented employee responses were generally 10
points more favorable than represented employee responses. Several questions deserve
special review in each of the survey question sub-groupings:
Process Safety Incident Reporting – Process Safety Incident Reporting was seen as the most
favorable category – 86% of all responses were favorable (9% unfavorable). This result starkly
contrasts with the evidence of low near miss reporting at the refinery and the safety-culture
interview results. That is because this category contains 11 questions, and the responses to the
specific questions on near miss reporting are different from the overall category.
For example, 66% of all respondents (60% of operators, 48% of maintenance) responded
favorably when considering Question #4 “that workers do not bother reporting minor process
related incidents, minor accidents, or near losses.” (Note that the responses were reversed to
account for the negative wording of the question, so the higher the score, the better the
respondent thought the refinery was doing on getting near misses reported). Represented
employee favorable responses were 13 to 21 points lower for 5 of the 11 questions in this
question group when compared to non-represented employee responses (including Question
#4).
Six of 11 questions indicate that Chevron needs to improve process safety performance for
reporting incidents and incident investigations. This reinforces previously discussed evidence of
low near miss reporting at the refinery. It also supports the related recommendations regarding
the need for improvement in near loss incident reporting and improvements in the overall
incident investigation processes.
Process Safety Training – One of the most positive responses (82% positive) was on training
provided for hazard identification, control and reporting, and the lack of hesitation to report
actions or conditions that raise a process safety concern, even when a coworker is involved.
Four of eight questions received roughly 80% favorable responses. The other four questions’
favorable responses ranged from 66 to 75%. Richmond Refinery provided field evidence of a
very strong training program, with many facets demonstrating world-class capabilities. Still, the
responses to training questions from Richmond Refinery frontline employees (operators and
maintenance technicians) indicate that these employees are not sure they (or their supervisor or
coworkers) are prepared to complete their process safety-related job assignments as well as
possible.
Supervisory Involvement and Support – Another favorable category included Supervisory
Involvement and Support (82% favorable responses). One potential area of weakness in this
category is indicated by Question #21, with favorable responses (77% for the average of all
respondents, 68% favorable for operators, 69% favorable for maintenance) “that process safety
concerns are secondary to achieving production goals.” Represented employee favorable
responses were 13 to 15 points lower for three of nine questions in this question group than
non-represented employee responses. As could be expected, represented employees
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experience more stress to achieve production goals (Question #21) than most of their non-
represented counterparts. Management must continue to demonstrate their commitment to
addressing process safety concerns. Questions #27 & 28 (supervisor action) indicate that
represented employees desire their supervisors to increase process safety emphasis.
Safety Values/Commitment to Process Safety – Safety values and commitment to process
safety received the least favorable statistical response at 75% of all respondents (64% of
operators, 72% of maintenance). Represented employee favorable responses were 15 to 27
points lower for five of 15 questions in this question group than non-represented employee
responses. Represented employee responses indicate they “feel pressured” to work
considerable overtime (by their own sense of loyalty to the unit, their supervisor, and refinery
management – Questions #20a, b, c, and d). Operator low favorable responses (27 points
lower than non-represented worker responses) to Question #18 (46%) support the interview
feedback “that management is overly concerned with assigning blame or issuing discipline
following a process-related incident, accident, or near miss.” This reinforces previously
discussed recommendations regarding the need for improvement in both fitness-for-duty and
incident investigation processes. Also noteworthy is favorable responses to Question #20a
(worker pressure to work by coworker) which is 11 points higher for represented employees.
Represented employees responses indicate they look for more Leadership by example (rather
than assigning blame) and more process safety resourcing.
Procedures and Equipment – Represented employee favorable responses were 14 points
lower to Question #35 (inspection, maintenance high priority) than non-represented employee
responses. From the evidence collected from procedure walk-downs, the evaluation team also
noted that procedures need improvement. The evidence from the field and from interviews also
indicated that the refinery needs to follow through on the efforts begun to implement best
practices in refinery mechanical integrity. Notably, represented employees responded more
favorably (+12 points) to Questions #33 a and b (understanding and using maintenance
checklists and procedures).
Worker Initiative/Professionalism/Empowerment – Represented employee favorable
responses were 12 to 20 points lower for five of 11 questions in this group than non-represented
employee responses. Represented employee responses of 70% favorable or lower to these
questions indicate only a slight challenge for Richmond Refinery leadership, whereas the data
from safety culture individual interviews indicated that this category is a major issue at the
refinery. That Question #37b (incident investigation participation) received only 67% favorable
response for represented employees highlights an opportunity for refinery management to
increase employee incident investigation participation and collect additional near-loss incidents
(as recommended earlier in the report). Of particular concern is the represented employee low
favorable response (59%) to Question #39 (work-arounds): Too many operators or maintenance
technicians feel they or their coworkers will (need to or must) include work-arounds to address
process safety concerns rather than report them or correct them more permanently.
Represented employees responded very favorably to Questions #41, 42 and 43, strong positive
feedback concerning communication while starting potentially dangerous process, personal
responsibility to identify process safety concerns and free to use Stop Work Authority (SWA).
However, the interviews clarified this to mean for occupational safety issues only. From the
interviews, the majority of operators feel the SWA does not work well for process safety issues
when these affect production rates.
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4.4 SUMMARY OF RESULTS FROM THE WRITTEN SURVEY
Chevron employee response to the written survey process is encouraging and indicates that
employees are willing to engage in dialogue on process safety implementation at the Richmond
Refinery. Feedback from Towers Watson (written survey administrator) indicates that Chevron
written survey participation and positive responses compare favorably with written survey
participation and responses for refining industry and with refiners in the area.
This Safety Evaluation team’s assignment was to review the Richmond Refinery process-safety
culture, human factors program, and process safety implementation compared to best process
safety practices as implemented by industries worldwide processing highly hazardous materials.
The written survey findings above are generally much more positive than the results obtained
from objective evidence collected from field observations and from records at the refinery. In
addition, the data from the 1-hour interviews with 96 employees provide deeper insight than the
roughly 10 minutes required to take the written survey.
The written survey does reflect the same relative weaknesses in various facets of process
safety culture or implementation at the refinery as the other sources of data. And the magnitude
of the difference from “best practice” process safety implementation and the actual process
safety implementation at the refinery is not reflected as well in the written survey. Further, PII
has observed from surveys on various topics (including process safety culture) at other
locations, that even a very weak system will still get many favorable comments. Perhaps this is
due to the respondents being reluctant to criticize the company in writing. Or perhaps the
respondents do not have sufficient background in best practices in process safety to make such
value judgments.
(See the paper co-authored by PII and CCHMP for more discussion on the relative value of data
from written surveys, individual interviews, and direct process safety data from the site.108)
Therefore, PII believes the evidence concerning process safety implementation derived from
objective site data is the most trustworthy source on which to base conclusions about process
safety culture and comparisons to best practices. PII also believes that the Safety Culture
interview data provides more process safety-culture insight than the Safety Culture Written
Survey results, since the interviewee can ask and get clarifications to the questions, and since
the interviewers requested examples from the interviewees to explain their positive or negative
comments. In a survey, there is no way to actively test for respondent’s level of comprehension
of the question.
- End of Section 4, Evaluation and Findings -
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5 CONCLUSIONS
The Richmond Refinery has a robust initiative to improve process safety. This has led to many
recent improvements. However, there are still many weaknesses in process safety and control
of human factors at the refinery. Some of these are related to technical gaps. Some are related
to deficiencies in management practices at the refinery. The refinery management should put
the plan, schedule, and budgets in place to improve on all of these areas.
As listed throughout the report, there were 37 specific recommendations from this evaluation at
Chevron’s Richmond Refinery. Many of these have several subparts, and each of these should
be addressed. Below is a summary of the recommendations listed in the report, along with a
reference to the related report section:
5.1 SUMMARY OF RECOMMENDATIONS
Rec.
No. Recommendations Reference
Sections
1 CUSA Richmond should expand operators’ and maintenance craft-
persons’ involvement in leading roles in process safety activities.
Increase the number of operators and craft-persons involved in these
activities, too. For example, involve more operators and maintenance
crafts-persons in:
Writing and validating procedures,
Leading process hazard evaluations of small MOCs,
Participating in PHAs (particularly using a broader selection of
operators), and
Leading incident investigations.
4.1.2
2 To avoid losing track of temporary changes, improve the redlining
process for the Master P&IDs used in the field. Further, improve RI-
362 “Process Safety Information” to include criteria for handling all in-
process (active) and archived (closed) MOC-modified PSI (i.e., P&ID
originals) while a temporary MOC is in effect. RI-370 “Management of
Change” may need parallel changes.
4.1.3
3
To avoid missing causes and necessary safeguards against loss of
containment, be sure hazardous scenarios starting from pertinent
damage mechanisms are reviewed during each unit’s PHA. (Pertinent
damage mechanisms include corrosion, erosion, seal failure, pump
failure, external impact, external fire, material defect, improper
maintenance, drains/vents left open, etc.) In particular, review external
impact as a damage mechanism for each node.
A review of such loss of containment scenarios in each node is
recommended, as described in the Guidelines for Hazard Evaluation
Procedures, 3rd Edition, 2008, CCPS/AIChE. Adding a loss of
containment deviation would double-check against missing standard
4.1.4
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Rec.
No. Recommendations Reference
Sections
damage mechanisms (such as corrosion and erosion) during unit-wide
reviews. It would also improve the current PHAs by providing a review
at each node for external impacts and control of drains/vents. Review
and incorporate mechanical integrity data during this analysis.
4 For PHAs, improve Human Factors’ incorporation in brainstorming
accident scenarios. Also, improve documentation of how human factors
are accounted for in causes and safeguards listed in the PHAs, per
industry best practices. (Also, see 4.1.5 Mechanical Integrity and 4.1.7
Operating Procedures for ensuring these safeguards remain reliable.)
Human safeguards (protection layers) include operator actions
(alarm response, problem identification, troubleshooting).
Human causes include operating errors related to issues such as
inaccuracies and lack of clarity in procedures and misidentification
of process equipment (because of inadequate labeling, numbering,
and nomenclature).
4.1.4
5 Continue, and expand, the current Procedural PHA program
implementation so that all modes of operation are evaluated. Include a
PHA of startup, shutdown, and online maintenance procedures, as
described in Chapter 9 of the Guidelines for Hazard Evaluation
Procedures, 3rd edition, CCPS/AIChE, 2008. This will entail using a 2-
guideword HAZOP approach on each step for critical procedures and a
What-if (no guideword) approach for less-critical procedures. No
procedures should be excluded.
4.1.4
4.2.7
6 Implement a policy and procedures for documenting, in writing, the
justification for declining PHA recommendations (per Guidelines for
Hazard Evaluation Procedures, 3rd Edition 2008). Base justifications
upon adequate evidence that one or more of the following conditions is
true:
The analysis upon which the recommendation is based contains
material factual errors;
The recommendation is not necessary to protect the health and
safety of the employer's employees or contractors’ employees;
An alternative measure would provide a sufficient level of
protection; or
The recommendation is infeasible.
4.1.4
7 Follow through on the existing plans to implement a process for
determining when a LOPA is necessary.
4.1.4
8 Follow through on the existing plans to establish ITPMs for SIS. Also,
ensure they meet CCPS and ANSI/ISA requirements for SIS.
4.1.4
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Rec.
No. Recommendations Reference
Sections
9 Update policies and procedures to define clearly the process, roles, and
responsibilities for managing and maintaining equipment and human
actions identified as safeguards and causes (as identified in PHAs).
The safeguard management system(s) of the asset integrity program
should include safeguards and causes identified in PHAs for
Consequence Levels I and II. In addition, expand them to include
Consequence Level III events. Criticality should be identified, such as
by labeling as independent protection layers (IPLs) in the PHA report.
This rating should be maintained in the CMMS. Appropriate ITPMs
should be developed, performed, and documented for each of these
items. Further, until the ITPM plans are established and active for a
safeguard, no credit should be taken for it (e.g., it should not be
considered an IPL). NOTE: The IPL management system that the
refinery has begun may address the concerns of this recommendation.
However, control of the frequency of causes is just as important as the
control of the probability of failure on demand of an IPL.
4.1.4
10 Follow through on the current initiatives at the refinery to reduce the
number of TLRs and improve the closure speed on safety work orders.
4.1.5
11 Finish identifying MI-critical assets to add to the ITPM program. The
criteria should consider the asset function (control, safeguard,
containment, etc.) and the consequence of failure (which is also listed
in sRCM documentation). As stated in Recommendation 9, until the
ITPM plans are established and active for a safeguard, no credit should
be taken for it (e.g., IPL).
4.1.5
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12 Continue the current emphasis on the MI procedures and processes.
Follow regulatory guidelines, and implement best industry practices,
such as those described in the CCPS Guidelines for Mechanical
Integrity Systems. Continue developing maintenance work instructions
for ITPM. Provide resources and systems to effectively manage ITPMs
at the component level for all process safety equipment. In addition to
the general improvements above (toward which the refinery is already
working), consider implementing the following specific improvements:
a) Review/update the policy and procedures that define how
instrumentation is entered into the Maximo system and verify
implementation. Ensure that instruments are maintained (and
tracked and documented) per ISA requirements.
b) Review/update the policy and procedures that define the
“Add, Change, Delete” equipment-information management
system that direct how information is entered into the Maximo
and Meridium systems.
c) Train the ACD Coordinator on the updated policy and
procedures (see Recommendation 12.b above) so that ITPM
entry, tracking, and historical data are associated with the
proper equipment.
4.1.5
13 Revise the TLR to require operators to check more often for any leaks
while a TLR is in place.
4.1.5
14 Follow through on plans to improve piping ITPM by using appropriate
API codes, standards, and Chevron’s operating experience, to develop
MI procedures and practices to guide MI inspectors. Complete the
current plans to determine which piping systems are most susceptible
to corrosion issues, especially sulfidation and high-temperature
hydrogen attack. To achieve the highest probability of detecting
potential damage in process piping, audit and as necessary, complete
the development and implementation of DMR and ITPM for process
piping sections. This should be based on an understanding of
process/operating conditions and resulting damage mechanisms. Use
damage mechanisms appropriate for the units and operating
conditions, such as high-temperature sulfidation, high-temperature
hydrogen attack, and hydrochloric acid (HCl) corrosion.
4.1.5
15 Follow through on the current initiative to develop policy and
procedures (refinery instruction [RI], procedure, or guideline) describing
4.1.5
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the process, roles, and responsibilities for the integrity threat process.
16 Develop and implement a formal procedure and process to ensure that
SIFs are not bypassed for an indeterminate amount of time. Have an
instruction that identifies (1) time limits for different integrity levels, (2)
acceptable replacement or mitigation options when it appears that
prompt repair (within the expected Mean Time to Repair) is not
possible, and (3) the roles and responsibilities for making these
decisions. These should be consistent with industry guidelines, such as
those found in ANSI/ISA 84 or the Guidelines for Safe Automation of
Chemical Process, second edition, from CCPS/AIChE).
4.1.5
17 Periodically test process safety “Smart” transmitter installations as part
of the ITPM. Otherwise, process safety Smart transmitters that are run
to failure should have notes to that effect in the inspection, test, and PM
database. If the transmitter is run to failure, then each failure and
replacement should be documented. The refinery should track the
failure rate of process safety Smart transmitters to determine whether
to change the ITPM practices (e.g., decide not to run to failure). The
refinery should develop a procedure and analysis for how different
“criticality level” (process safety) instruments are maintained and tested
to deliver consistent equipment and instrument availability. These
safeguards and SIS require a proper management system .
4.1.5
18 CUSA should address the following gaps in the MI quality assurance
(QA) programs, which create significant potential for loss of
containment incidents:
Develop a positive material identification policy, procedure and
practice for all process areas where the wrong material of
construction can cause loss of containment of a hazardous
material. This would include areas where alloys are used, high-
silicon steel is used, and killed steel is used.
Complete the 100% baseline PMI for alloys in the refinery as
quickly as possible to identify refinery equipment and piping
locations with high risk for loss of containment incidents.
(Completion within 2 to 3 years is possible with proper priority and
resources.)
In addition, verify projected remaining life of any equipment and/or
piping systems that contain hydrocarbons and/or process chemicals
identified as Integrity Threats that during refinery turnarounds. The
Integrity Threat Assessment should be completed and
temporary/permanent repairs implemented before startup. Also,
include appropriate upper management approval of prescribed
temporary repairs.
4.1.5
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19 Upgrade the current visual inspection policy, program and checklist to
include locating nameplate information on small
vessels/drums/columns. Determine if internal inspections can be
performed adequately on these small vessels using boroscopes.
Complete engineering calculations and verify materials and
construction for vessel/drums/columns without nameplates (see V-421
as one example).
4.1.5
20 Consider updating the OJT process to include feedback from the
trainee operators on how the senior operator trainers (field trainers)
performed training activities. Validation of training checklist quality and
thoroughness could help the consistency of training given to new
operators during OJT.
4.1.6
21 Consider incorporating different modes of refresher training. These
could include classroom discussion and reviews, field walks, table-top
reviews, group/control room training and CBT reviews. For example, if
CBT is used for standardized training topics, then use facilitated
sessions to discuss troubleshooting methods and review role-specific
procedures. To promote “buy-in” (i.e., employee participation) and
operators’ retention of skills and knowledge, include operators in the
design and delivery of these classes.
4.1.6
22 Consider developing appropriate hypotheticals and situationals for use
in training operators to handle scenarios that may lead to a catastrophic
outcome. These should be taken from critical safety scenarios
identified in incidents and in the PHA process (and in other
brainstorming activities). Consider providing additional structure and
guidance around the refinery-wide practice of hypotheticals, such as
table-top reviews of response to an emergency, performed within an
operator’s shift.
4.1.6
23 Implement management systems at the refinery so that procedures are
accurate, complete, clear, and consistent with best practices for
reducing human error. For example:
Develop procedure walk-down instructions for SMEs (i.e.,
operators) to use when checking a procedure for accuracy and
completeness. Provide guidance on addressing (including) human
factors/latent conditions for simultaneously evaluating procedure
clarity.
Walk down enough procedures in the refinery to determine which
units fall below 95% accuracy. Rewrite and revalidate as quickly as
possible the procedures in the units with accuracy scores lower
than 95%. Develop a procedure-updating matrix to focus resources
on most critical procedures.
Have SMEs (i.e., operators for operating procedures, maintenance
4.1.7
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craft-persons for maintenance procedures) walk down all new
procedures in the refinery before they are issued, to ensure
accuracy is 95% or above.
Complete the upgrade of procedures to follow the best practices for
page format and step format.
Expand SME expertise in Human Factors using a best practices
human-factors checklist during procedure walk-downs so that they
can quickly implement control of other human factors.
Continue to upgrade the Criticality Index for written instruct ions to
make clear to operators which instructions are procedures,
checklists (required for use), or job aids (instructional basic
assistance).
Because of operating procedures’ significance to process safety,
measure OE Leadership and Refinery Safety Culture for Written
Instructions (all departments) by implementing KPIs that reflect
management commitment and operator buy-in for accurate and
useful procedures. Emphasize procedure updates, improved
procedure composition to address human factors, walk-down of
procedures by a second and perhaps third operator (other than the
author), etc.
Ensure that a procedural PHA is done on each newly created
and/or revised startup, shutdown or emergency procedure before
the procedure is released for use.
Revise RI-363 Process Hazard Analysis to include roles,
responsibilities, procedures and documentation for conducting
Procedural PHAs.
24 Explore methods to minimize known barriers to near loss incident
reporting, including establishing a blame-free zone for all incidents,
especially near loss incidents. These steps should include:
Simplify investigation and reporting for NLIs.
Consider modifying the written drug testing policy and its negative
influence when coupled with incident reporting.
Ensure only peers interview peers during data collection.
Ensure investigations get to root causes (management system
failures).
Allow hourly staff to take the lead on investigations (as other
companies have done).
Establish and achieve a NLI/LI ratio goal of 20 or more.
4.1.8
4.3.2
4.3.3.2
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25 As mentioned in Recommendation 24, use hourly operators and
maintenance workforce more as lead investigators. To facilitate this,
consider providing broad training (including to operators and
maintenance hourly staff) in the best practices of investigation and root
cause analysis methodologies. Note that TOP does not have a Root
Cause Coding Tree to ensure investigations reach root causes.
4.1.8
4.3.2
4.3.3.2
26 Consider ways to improve incident investigations. These investigations
should be conducted in a balanced, consistent, and timely manner,
involve people closest to the work being performed, find root causes,
and develop sustainable solutions. Refinery management should
reinforce that investigations focus on fixing the underlying management
systems. They also should reiterate that only management system
weaknesses (including those that affect design of equipment and
design of tasks) can be root causes. Periodically conduct a
management-level review of all incident investigations.
4.1.8
27 Improve the program to control potential miscommunication by radio,
phone, and face-to-face (such as in noisy areas). This can be done by
adopting industry best practices for ensuring clear and accurate verbal
communication. Such a program normally involves training on
standardized terminology, repeat-back, and other rules for clear
communication. It also includes frequent checking (monitoring of radio
channels) and feedback by supervision on the use of proper
communication techniques.
4.2.2
28 Reduce the probability of human error by following 10 CFR 26
(U.S.NRC) for Fitness for Duty (FFD), which includes management of
fatigue. This program outlines maximum hours on-site per day and per
week and minimum time away from work per week. It also outlines how
to detect symptoms of FFD issues and how to respond to these.
Especially, limit the maximum number of consecutive days worked to
four days of 12-hours shifts and six days of 8-hrs shifts, even during
turnarounds. Alternatively, allow five to six days of 12-hour shifts, with
a 45-minute nap break midway through the shift. Do NOT follow the 14
consecutive day allowance in API RP 755. Note that other alternatives
to work-hour limits are available, such as allowing naps in the middle of
a shift (with coverage of the workload). In addition to work hours, other
factors that increase fatigue are poor diet, lack of exercise, etc. CUSA
should explore all issues to reduce the probability of errors resulting
from fatigue.
4.2.3
29 Inspect the refinery units following the corporate standard for human
factor engineering: Safety in Design. This inspection could be
completed within the PHA Latent Conditions Review before PHA
meetings. However, this inspection schedule could leave conditions
like hard-to-reach valves unidentified (latent) for years. The walk -
4.2.4
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throughs spotted hard-to-reach valves in several units. This appears to
be systemic. The operators should be the SMEs assigned the lead role
in identifying possible changes in valve placement. They likely can help
prioritize the units for these activities. First, review the Latent Condition
Checklist versus human-factors best practices to find any gaps in the
checklist.
30 For refinery safety systems with multiple, similar devices that serve in a
protective function against the same accident scenario, the refinery
needs to establish practices/procedures to reduce the chance of
repetitive human error. If one person maintains these similar systems
daily, he or she could repeat an error across several systems in one
day. Therefore, schedule ITPMs activities to be done on diff erent days,
preferably by different technicians/staff. These situations include
Safety Instrumented Systems (SIS) for Safety Integrity Level 2 and 3,
ESDs, multiple check-valves, and multiple relief devices. Otherwise,
the probability of failure on demand of such safety systems could be 10
to 100 times higher than expected.
4.2.2
31 For human response IPLs, ensure that the response action is practiced
to mimic the actual response to a critical process excursion. This
practice should be timed (such as by the supervisor or a designee).
The time and success or failure should be recorded to validate that the
humans can respond within the predicted maximum allowable response
time. This resolution could be accomplished by formalizing and
recording data from the ad hoc situationals (and perhaps some
hypotheticals) already performed by the refinery operators and Head
Operators. Note that this recommendation is related to “how to” ensure
the reliability of IPLs; following up Recommendations 9 and 11
regarding identifying IPLs and establishing an ITPM for each.
4.2.6
32 Increase the Human Resources Department’s Process Safety Culture
competencies in human factors. Also, enlarge their role in optimizing
certain human factors to strengthen development of refinery work
processes and staffing.
4.3.2
33 Develop methods to increase management and employee expertise in
applying SWA to process safety issues (situation identification and
decision-making).
4.3.2
4.3.3.2
4.3.3.3
34 Ensure that an adequate number of staff have high competencies in
process safety-critical roles. The goal is to ensure adequate numbers
of the various competencies for day-to-day process safety
implementation (related to Recommendation 1). For each process
role/activity, establish the following:
How to reach competency for an activity?
4.3.3.2
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Who is the competency judge?
How to identify competencies that may be leaving?
35 Ensure that the action-item closure process for PHAs, MOC risk
reviews, and incident investigations includes:
Documented evidence of why a corrective action is declined;
Improved action-item closure visibility; and
Feedback/review by the appropriate people involved, especially the
originator(s) of the request and people affected by the corrective
action.
4.3.3.2
36 CUSA Richmond should implement a policy and procedures to sustain
process safety competency in key organizational roles, including
refinery leadership. Steps could include setting minimum times in place
for key leadership roles.
4.3.3.2
37 Consider streamlining the MOC review and documentation procedures
for low-risk changes. Continue to ensure that appropriate risk
assessment is performed and documented before significant changes
are implemented. Implement an improved MOC process that covers
changes requested to operating and maintenance procedures and
include (or consult) the affected personnel on best ways to approach
these requested changes. All impacted employees (including
represented employees) should be appropriately involved in
Management of Organizational Change (MoOC) reviews (see related
CCHMP finding). Chevron should audit MOCs frequently enough to
better define the MOC situations that require face-to-face training (see
related CCHMP finding).
4.3.3.2
- End of Section 5, Conclusions -
6 APPENDICES
6.1 RECOMMENDED READING
Individuals with technical backgrounds conducted this Safety Evaluation. The findings and
recommendations are addressed to technical staff at the Chevron Richmond Refinery. However,
citizens of Contra Costa County, CA, will also read this report . So, the authors attempted to put
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the issues discussed in this report into common terms wherever possible. Still, because of the
nature of the subject, use of technical terms is unavoidable.
If you want to learn more about main aspects of this evaluation, we recommend you start with
the papers below. For more depth, the textbooks listed below are a good follow-on read. Of
course, the list of references in Section 6.5 provides even greater depth on specific issues.
Process Safety
Contra Costa County (California) Industrial Safety Ordinance (ISO), online interactive website –
https//:cchealth.org/hazmat/iso/ (download also available):
Guidelines for Risk Based Process Safety, 2007, CCPS/AIChE
“Process Safety Competency,” R. Tew, G. Burch, and W. Bridges, PII; 10th Global
Congress on Process Safety, 2014, AIChE; download from www.piii.com/resources
“Optimizing Qualitative Hazard Evaluations For Maximized Brainstorming,” W. Bridges,
and R. Tew, 43rd Loss Prevention Symposium, 2009, AIChE; download from
www.piii.com/resources
Human Factors
“Human Factors and Their Optimization,” W. Bridges, Dr. G. Collazo; 8th Global
Congress on Process Safety, 2012, AIChE; download from www.piii.com/resources
The Human Reliability Handbook – with Emphasis on Nuclear Power Plant Applications;
NUREG/CR-1278, Swain, A.D. and Guttmann, H.E. U.S. Nuclear Regulatory
Commission, Division of Facility Operations, 1983. (downloadable at:
http://pbadupws.nrc.gov/docs/ML0712/ML071210299.pdf)
Guidelines for Preventing Human Error in Process Safety, 2004, CCPS/AIChE
Section B: Chapter 2, Contra Costa County (California) Industrial Safety Ordinance
(ISO), download from http://cchealth.org/hazmat/pdf/iso/sect_b_ch_2.pdf
Process Safety Culture
“Process Safety Culture – Making This a Reality,” C. Chung, CCHMP; G. Burch and W.
Bridges, PII; 10th Global Congress on Process Safety, 2014, AIChE; download from
www.piii.com/resources
“Gains from Getting Near Misses Reported,” Research paper by W. Bridges, 8th Global
Congress on Process Safety, 2012, AIChE; download from www.piii.com/resources
Safety Culture and Risk; The Organisational Causes of Disasters, Hopkins, Andrew,
Sydney, New South Wales: CCH Australia Limited, 2005
U.S. Chemical Safety Board’s Final Investigation Report on the Chevron Richmond
Refinery Pipe Rupture and Fire, presented at 11th Global Congress on Process Safety
(GCPS) – Case Histories and Lessons Learned, American Institute of Chemical
Engineers (AIChE), April 30, 2015
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6.2 SCOPE OF WORK FOR THE SAFETY EVALUATION
Chevron Richmond Refinery
Management Systems and Safety Evaluation
Statement of Scope
The evaluation will be conducted at the Chevron Richmond Refinery.
1. Evaluate how the refinery’s management systems, safety culture, and human factors are
incorporated in the information and expectation sharing and training of operating,
maintenance, management personnel, other staff and contractors. Address the
management systems in place for: Mechanical Integrity, Operating Procedures,
Training, Management of Change (including management of organizational change),
Process Safety Information, Pre Start-Up Safety Reviews, Incident Investigation, Hot
Work, Contractors, Emergency Response Program, Compliance Audits, Employee
Participation, and Process Hazard Analysis. The review of the management systems is
to include how Chevron follows up with action items from incident investigations
(internal and external), audits (internal and external) and actions to address
enforcement citations. This evaluation should include, but not be limited by the list in
Appendix A “Self-evaluation Questionnaire for Managers Considering Ways to
Improve Human Performance1Policy Issues,” Appendix B Contra Costa County’s Safety
Program Guidance Document Section B: Human Factors Program,” Appendix C Contra
Costa County’s Safety Program Guidance Document Section F: Safety Culture
Assessments, and the items listed below:
a) How is management intent, as expressed in internal policies, carried out at field
level?
b) How are procedures and policies developed? What do personnel at Chevron
Richmond Refinery do when work falls outside of the written procedures or
policies?
c) How is bottom-up input provided for, and on what range of subject matter?
How are disagreements resolved?
d) What systems are in place to assure that policies and/or procedures are
followed? Do these include audits (scheduled and random)?
e) What accountability exists at each level of the organization? Who is accountable for
what and to whom?
f) Is there stop work authority for all refinery personnel and if there is, does the line and
support staff believe that there will no repercussions if the policy is followed?
g) Does stop work thoroughly include stopping/shutting down a process, or just
maintenance work?
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h) Does the frequency in changing the refinery top management affect the overall
safety culture of the refinery?
2. Public Participation – This evaluation will include public participation. A committee
has been developed that will oversee the work of the evaluation. The Oversight
Committee will assist in selecting the successful evaluation team. A meeting with the
Oversight Committee will be held prior to the beginning of the on-site evaluation, in which
the contractor will explain the approach and plan on how the contractor will perform the
evaluation. Interim meetings during the on-site safety evaluation with the Oversight
Committee to update the Oversight Committee on the progress of the evaluation and
the confirmed findings. This will be at least one meeting but may be additional
meetings as needed. A meeting will be held with the Oversight Committee after the
draft report is issued to explain the results of the evaluation. The Oversight Committee
will have the opportunity during this meeting to ask questions and give comments on
the draft report. At this meeting the Oversight Committee will either accept the report
or not based on the work of the consultant. If the report is not accepted, the evaluation
team will be directed on what changes need to be made so the Oversight Committee
will be able to accept the report. When the draft report has been accepted by the
Oversight Committee, the draft report will have a 45 day public comment period.
During the 45-day public comment period, a public meeting will be held. The public
meeting will be an opportunity for the contractor to listen to the public’s concerns and
consider making changes in the report or doing additional on-site work to complete the
evaluation. The contractor working with Contra Costa Health Services shall respond to
all written comments and comments that are raised in the public meeting. The
contractor should expect to attend and present reports at the following meetings:
a) An initial meeting with the Oversight Committee before starting the evaluation.
b) Interim meetings during the on-site evaluation to update the Oversight Committee
on the progress of the evaluation and some of the confirmed findings of the
consultant.
c) Additional meeting or meetings with the Oversight Committee to discuss the draft
findings of the evaluation and to receive acceptance of the draft report.
d) A public meeting to present the draft report.
e) A public meeting of the Richmond City Council.
f) A public meeting of the Contra Costa County Board of Supervisors, to present the
final report.
g) Review the Chevron Richmond Refinery’s action plan to help ensure that the
action plan is addressing the recommendations and findings from the safety
evaluation.
3. A follow-up evaluation will be done to include the following:
a) What systems are in place to assure that policies and/or procedures are
followed? Do these include audits (scheduled and random)?
b) What accountability exists at each level of the organization? Who is accountable
for what and to whom?
c) Is there stop work authority for all refinery personnel and if there is, does the line and
support staff believe that there will no repercussions if the policy is followed?
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d) Does stop work thoroughly include stopping/shutting down a process, or just
maintenance work?
e) Does the frequency in changing the refinery top management affect the overall
safety culture of the refinery?
The contractor will prepare a plan for evaluation and will submit this plan to the Project Manager
from Contra Costa Health Services for review. The plan shall include interviewing the Union
Safety Committee. Included in Appendix A are examples of items to be considered in this
evaluation. The contractor should use this list to assist in the evaluation of Chevron Richmond
Refinery’s current programs for addressing management systems, safety practices, and the
safety culture of the Chevron Richmond Refinery.
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6.3 COMMENTS AND RESPONSES FROM PUBLIC
Pending receipt of comments from public.
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6.4 GLOSSARY OF TERMS, ACRONYMS, AND ABBREVIATIONS
ABU Area Business Unit (CUSA)
ACD Add, Delete, Change (CUSA)
ACGIH American Conference of Governmental Industrial Hygienists
AI Asset Integrity (CUSA)
AIChE American Institute of Chemical Engineers
ANSI American National Standards Institute
AOA Alarm Objective Analysis
API American Petroleum Institute
ASM Abnormal Situation Management Consortium
ASME American Society of Mechanical Engineers
BIN Business Improvement Network (CUSA)
BOT Basic Operator Training
BP British Petroleum
CA Compliance Audits
CAIB Columbia Accident Investigation Board
Cal ARP California Accidental Release Prevention
CBT Computer Based Training
CCHMP Contra Costa Hazardous Materials Program
CCPS Center for Chemical Process Safety (of AIChE)
CFR Code of Federal Regulations
CHESM Contractor Health, Environmental, and Safety Management systems
CML Condition Monitoring Location
CMMS Computerized Maintenance Management System
CPDEP Chevron Project Development and Execution Process
CRV Critical Reliability Variables
CSB U.S. Chemical Safety and Hazard Investigation Board
CSE Confined Space Entry
CTU Chevron Technical University
CUSA Chevron U.S.A.
DCS Distributed Control System
EMMS Electronic Manual Management System (CUSA)
EOM Electronic Operating Manuals (CUSA)
EPA Environmental Protection Agency (USA)
ERP Emergency Response Plan
ESD Emergency Shut Down
FEI Fixed Equipment Integrity
FEIM Fixed Equipment Integrity Manager
FFD Fitness for Duty
FOTP Global Fundamental Operator Training Program (CUSA)
GCPS Global Congress on Process Safety (of AIChE)
GM General Manager (CUSA)
HA Hazards Assessment
HAZOP Hazard and Operability; as in HAZOP Analysis or HAZOP Study
HF Human Factors
HMI Human Machine Interface
HO Head Operator (CUSA)
HRD Human Relations Department
HSE Health, Safety, and Environment
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I/O Input/Output
ISO Industrial Safety Ordinance
IE Initiating Event
IEC International Electrotechnical Commission
IEEE The Institute of Electrical and Electronics Engineers, Inc.
II Incident Investigation
IIF incident and Injury Free (CUSA)
IOW Integrity Operating Window
IPL Independent Protection Layer
IMPACT Initiative for Managing Pacesetter Turnarounds
IREC Inspection Recommendation
IS Inspection Supervisors (CUSA)
ISA International Society of Automation
ISF Instrumented Safety Function
ISS Instrumented Safety System
ITL Impact Team Lead
ITPM Inspection, Testing, and Preventive Maintenance
KPI Key Performance Indicator
LA Leadership and Accountability
LCC Latent Conditions Coordinator
L&D Learning and Development
LI Loss Incident (CUSA)
LMS Learning Management System
LOC Loss of Containment
LOPA Layer of Protection Analysis
LOTO Lockout/Tagout
LPO Loss Prevention Observations (CUSA)
LPS Loss Prevention System (CUSA), includes behavior based safety principles
M&R Maintenance and Reliability (CUSA)
MART Maximum Allowable Response Time
Maximo The CMMS used by CUSA
MAWP Maximum Allowable Working Pressure
MAWT Maximum Allowable Working Temperature
Meridium The CUSA database for equipment design, inspection, and repair history
MI Mechanical Integrity
MIS Major Incident Survey (CUSA)
MOC Management of Change
MoOC Management of Organizational Change
NASA National Aeronautics and Space Administration
NJBI New Job Break-In Checklists (CUSA)
NLI Near Loss Incident (CUSA)
NRC Nuclear Regulatory Commission
NUREG U.S. Nuclear Regulatory Commission Regulation
OERI Operational Excellence Reliability Intelligence (CUSA)
OJT On-The-Job (Training)
OOA Optimization Operations Assistant (CUSA) position designed to support the STL
OP Operating Procedures
ORR Operational Readiness Review
OSHA Occupational Safety and Health Administration (USA)
PCO Process Control Operator (CUSA)
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PERD Process Equipment Reliability Database
PHA Process Hazard Analysis
PII Process Improvement Institute, Inc.
P&ID Piping & Instrumentation Diagram
PMI Positive Material Identification
PPSS Plant Process Safety Symposium (of AIChE)
PSI Process Safety Information
PSM Process Safety Management (OSHA PSM Standard 29 CFR 1910.119)
PSSR Pre-Startup Safety Review
PST Process Safety Time
QA Quality Assurance
RAGAGEP Recognized and Generally Accepted Good Engineering Practice
RBPS Risk Based Process Safety
RCA Root Cause Analysis
REC Recommendation
RISO Richmond Industrial Safety Ordinance
RMP U.S.EPA Risk Management Plan (40 CFR 68)
RP Recommended Practice
RTF Run To Failure
SCA Safety Culture Assessment
SCI Safety Culture Interview
SID Safety In Design (CUSA)
SIF Safety Instrumented Function
SIL Safety Integrity Level
SIS Safety Instrumented System
SME Subject Matter Experts
sRCM Reliability Centered Maintenance
SRU Sulfur Recovery Unit (CUSA)
STL Shift Team Leader
SWA Stop Work Authority (SWA)
SWP Safe Work Permit
TLR Temporary Leak Repairs (CUSA)
TOP Triangle of Prevention – United Steelworkers
UL Underwriters Laboratory
U.S.EPA United States Environmental Protection Agency
U.S.OSHA U.S. Department of Labor, Occupational Safety and Health Administration
WPIA Work Process Improvement Coordinator
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 342
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
124
6.5 REFERENCES (END NOTES)
1 Oversight Committee. "Final Request for Proposal." Chevron Richmond Refinery Safety
Evaluation. Contra Costa Health Services Environmental Health and Hazardous
Materials Programs, May 23, 2013.
2 Ibid.
3 Cheung, Burch, and Bridges. "Process Safety Culture – Making This a Reality." 10th Global
Congress for Process Safety Proceeding (GCPS). American Institute of Chemical
Engineers (AIChE), 2014.
4 Ibid.
5 U.S. Chemical Safety and Hazard Investigation Board (CSB). Investigation Report:
Catastrophic Rupture of Heat Exchanger (Seven Fatalities), Tesori Anacortes Refinery,
Anacortes, WA, Report No. 2010-08-I-WA, Draft for Public Comment. U.S. Chemical
and Safety Hazard Investigation Board (CSB), January 29, 2014.
6 Baker, James A., et al. "The Report of the BP U.S. Refineries Independent Safety Review
Panel." January 2007.
7 "Columbia Accident Investigation Board (CAIB) Report." National Aeronatics and Space
Agency (NASA), August 2003.
8 Contra Costa County Hazardous Materials Programs. "Section F Safety Culture Guidance."
In Contra Costa County Industrial Safety Ordinance (ISO), by CCHMP. June 15, 2011.
9 Ibid.
10 Hopkins, Andrew, Safety Culture and Risk; The Organisational Causes of Disasters. Sydney,
New South Wales: CCH Australia Limited, 2005,
11 Contra Costa County Hazardous Materials Programs. "Section F Safety Culture Guidance."
In Contra Costa County Industrial Safety Ordinance (ISO), by CCHMP. June 15, 2011.
12 Bridges, William G. and Collazo-Ramos, Dr. Ginette. "Human Factors and Their
Optimization." 8th Global Congress for Process Safety Proceeding (GCPS). American
Institute of Chemical Engineers (AIChE), 2012.
13 Learning and Development. "Human Factors for Procedure Writing." Materials and
Procedures – EOM. Chevron Richmond Refinery, January 2013.
14 U.S. Chemical Safety and Hazard Investigation Board (CSB). Investigation Report: Refinery
Fire and Explosion, BP, Texas City, TX, Report No. 2005-04-l-TX. U.S. CSB, March
2007.
15 OSHA Directive Number CPL 03-00-004. "Petroleum Refinery Process Safety Management
National Emphasis Program, Appendix A, Section I – Human Factors." Occupational
Safety and Health Administration (OSHA), June 7, 2007.
16 Tew, R. and Bridges, W. "Human Factors Elements Missing from Process Safety
Management (PSM)." 6th Global Congress for Process Safety Proceeding (GCPS).
American Institute of Chemical Engineers (AIChE), 2010.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 343
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
125
17 OSHA 29 CFR 1910.119. "Process Safety Management of Highly Hazardous Chemicals."
Occupational Safety and Health Administration (OSHA), [57 FR 23060, June 1, 1992;
61 FR 9227, March 8, 1996; 77 FR 17776, March 26, 2012; 78 FR 9313, Feb 8, 2013].
18 State of California. "Chapter 4.5 California Accidental Release Prevention (Cal ARP)
Program." California Code of Regulations, Title 19. Public Safety. California Code of
Regulation, June 28, 2004.
19 Contra Costa County Hazardous Materials Programs. "Section B Chapter 2: Human Factors
and Human Error." In Contra Costa County Industrial Safety Ordinance (ISO), by
CCHMP. June 15, 2011.
20 Center for Chemical Process Safety (CCPS). Guidelines for Risk Based Process Safety.
American Institute of Chemical Engineers (AIChE), 2007.
21 Tew, R. and Bridges, W. "Human Factors Elements Missing from Process Safety
Management (PSM)." 6th Global Congress for Process Safety Proceeding (GCPS).
American Institute of Chemical Engineers (AIChE), 2010.
22 Contra Costa County Hazardous Materials Programs. "Section B Chapter 2: Human Factors
and Human Error." In Contra Costa County Industrial Safety Ordinance (ISO), by
CCHMP. June 15, 2011.
23 Bridges, William G. and Collazo-Ramos, Dr. Ginette. "Human Factors and Their
Optimization." 8th Global Congress for Process Safety Proceeding (GCPS). American
Institute of Chemical Engineers (AIChE), 2012.
24 Swain, A.D. and Guttmann, H.E. The Human Reliability Handbook – with Emphasis on
Nuclear Power Plant Applications; NUREG/CR-1278. U.S. Nuclear Regulatory
Commission, Division of Facility Operations, 1983.
25 Tew, R. and Bridges, W. "Human Factors Elements Missing from Process Safety
Management (PSM)." 6th Global Congress for Process Safety Proceeding (GCPS).
American Institute of Chemical Engineers (AIChE), 2010.
26 Ibid.
27 Bridges, W. "LOPA and Human Reliability – Human Errors and Human IPLs." 6th Global
Congress for Process Safety Proceeding (GCPS). American Institute of Chemical
Engineers (AIChE), 2010.
28 Tew, R. and Bridges, W. "Human Factors Elements Missing from Process Safety
Management (PSM)." 6th Global Congress for Process Safety Proceeding (GCPS).
American Institute of Chemical Engineers (AIChE), 2010.
29 Bridges, W. "LOPA and Human Reliability – Human Errors and Human IPLs." 6th Global
Congress for Process Safety Proceeding (GCPS). American Institute of Chemical
Engineers (AIChE), 2010.
30 Ibid.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 344
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
126
31 Swain, A.D. and Guttmann, H.E. The Human Reliability Handbook – with Emphasis on
Nuclear Power Plant Applications; NUREG/CR-1278. U.S. Nuclear Regulatory
Commission, Division of Facility Operations, 1983.
32 Bridges, W. "LOPA and Human Reliability – Human Errors and Human IPLs." 6th Global
Congress for Process Safety Proceeding (GCPS). American Institute of Chemical
Engineers (AIChE), 2010.
33 Ibid.
34 Swain, A.D. and Guttmann, H.E. The Human Reliability Handbook – with Emphasis on
Nuclear Power Plant Applications; NUREG/CR-1278. U.S. Nuclear Regulatory
Commission, Division of Facility Operations, 1983.
35 Bridges, W. "LOPA and Human Reliability – Human Errors and Human IPLs." 6th Global
Congress for Process Safety Proceeding (GCPS). American Institute of Chemical
Engineers (AIChE), 2010.
36 Tew, R. and Bridges, W. "Human Factors Elements Missing from Process Safety
Management (PSM)." 6th Global Congress for Process Safety Proceeding (GCPS).
American Institute of Chemical Engineers (AIChE), 2010.
37 Center for Chemical Process Safety (CCPS). Guidelines for Hazard Evaluation Procedures.
American Institute of Chemical Engineers (AIChE), 1985.
38 Center for Chemical Process Safety (CCPS). Guidelines for Layer of Protection Analysis
(LOPA), American Institute Of Chemical Engineers (AIChE), 2001.
39 Center for Chemical Process Safety (CCPS). Guidelines for Technical Management of
Chemical Process Safety. American Institute of Chemical Engineers (AIChE), 1989.
40 Center for Chemical Process Safety (CCPS). Guidelines for Risk Based Process Safety.
American Institute of Chemical Engineers (AIChE), 2007.
41 Tew, R. and Bridges, W. "Human Factors Elements Missing from Process Safety
Management (PSM)." 6th Global Congress for Process Safety Proceeding (GCPS).
American Institute of Chemical Engineers (AIChE), 2010.
42 Ibid.
43 DOE Standard DOE-STD-93. Guide to Good Practices for Operations Turnover. U.S.
Department of Energy, June 1993.
44 Center for Chemical Process Safety (CCPS). Guidelines for Risk Based Process Safety.
American Institute of Chemical Engineers (AIChE), 2007.
45 Center for Chemical Process Safety (CCPS). Guidelines for Auditing Process Safety
Management Systems, 2nd Edition. American Institute of Chemical Engineers (AIChE),
2011.
46 Baker, James A., et al. "The Report of the BP U.S. Refineries Independent Safety Review
Panel." January 2007.
47 U.S. Chemical Safety and Hazard Investigation Board (CSB). Investigation Report: Refinery
Fire and Explosion, BP, Texas City, TX, Report No. 2005-04-l-TX. U.S. CSB, March
2007.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 345
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
127
48 Baker, James A., et al. "The Report of the BP U.S. Refineries Independent Safety Review
Panel." January 2007.
49 OSHA 29 CFR 1910.119. "Process Safety Management of Highly Hazardous Chemicals."
Occupational Safety and Health Administration (OSHA), [57 FR 23060, June 1, 1992;
61 FR 9227, March 8, 1996; 77 FR 17776, March 26, 2012; 78 FR 9313, Feb 8, 2013].
50 Cheung, Burch, and Bridges, W. "Process Safety Culture – Making This a Reality." 10th
Global Congress for Process Safety Proceeding (GCPS). American Institute of
Chemical Engineers (AIChE), 2014.
51 Bridges, W. "Gains in Getting Near Misses Reported (Updated)." 8th Global Congress for
Process Safety Proceeding (GCPS). American Institute of Chemical Engineers (AIChE),
2012.
52 OSHA 3133. "Process Safety Management Guidelines for Compliance." Occupational Safety
and Health Administration (OSHA), 1994.
53 Center for Chemical Process Safety (CCPS). Guidelines for Hazard Evaluation Procedures,
3rd Edition. American Institute of Chemical Engineers (AIChE), 2008.
54 U.S. Chemical Safety and Hazard Investigation Board (CSB). Interim Investigation Report:
Chevron Richmond Refinery Fire, U.S. CSB, August 6, 2012.
55 Ibid.
56 Bridges, W. and Clark, T. “How to Efficiently Perform the Hazard Evaluation (PHA) Required
for Non-Routine Modes of Operation (Startup, Shutdown, Online Maintenance).” 7th
Global Congress for Process Safety Proceeding (GCPS). American Institute of
Chemical Engineers (AIChE), 2011.
57 U.S. Chemical Safety and Hazard Investigation Board (CSB). Interim Investigation Report:
Chevron Richmond Refinery Fire, U.S. CSB, August 6, 2012.
58 Center for Chemical Process Safety (CCPS). Guidelines for Hazard Evaluation Procedures,
3rd Edition. American Institute of Chemical Engineers (AIChE), 2008.
59 OSHA Instruction CPL 2-2.45A. (Revised 9/15/1994) "Process Safety Management of Highly
Hazardous Chemicals – Compliance Guidelines and Enforcement Procedures."
Directorate of Compliance Programs, Occupational Safety and Health Administration
(OSHA), September 28, 1992.
60 Center for Chemical Process Safety (CCPS). Guidelines for Hazard Evaluation Procedures,
3rd Edition. American Institute of Chemical Engineers (AIChE), 2008.
61 Bridges, W. and Clark, T. “How to Efficiently Perform the Hazard Evaluation (PHA) Required
for Non-Routine Modes of Operation (Startup, Shutdown, Online Maintenance).” 7th
Global Congress for Process Safety Proceeding (GCPS). American Institute of
Chemical Engineers (AIChE), 2011.
62 OSHA 29 CFR 1910.119. "Process Safety Management of Highly Hazardous Chemicals."
Occupational Safety and Health Administration (OSHA), [57 FR 23060, June 1, 1992;
61 FR 9227, March 8, 1996; 77 FR 17776, March 26, 2012; 78 FR 9313, Feb 8, 2013].
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 346
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
128
63 U.S. Chemical Safety and Hazard Investigation Board (CSB). Interim Investigation Report:
Chevron Richmond Refinery Fire, U.S. CSB, August 6, 2012.
64 Center for Chemical Process Safety (CCPS). Guidelines for Mechanical Integrity Systems.
American Institute of Chemical Engineers (AIChE), 2006.
65 Chevron Data Transmittal #89: Attachment 1 Modernization Project Reliability Program,
March 11,2014, http://chevronmodernization.com/wp-
content/uploads/2014/03/Trans_090-Update-Post-Aug-6-Safety-Measures-Email1.pdf.
66 Chevron Data Transmittal #89: Attachment 1 Modernization Project Reliability Program,
March 11,2014, http://chevronmodernization.com/wp-
content/uploads/2014/03/Trans_089-Att-1-Modernization-Project-Reliability-
Program1.pdf.
67 Center for Chemical Process Safety (CCPS). Guidelines for Mechanical Integrity Systems.
American Institute of Chemical Engineers (AIChE), 2006.
68 Chevron Data Transmittal #90: Attachment 1 Update Post August 6 Safety Measures,
March 11,2014, http://chevronmodernization.com/wp-
content/uploads/2014/03/Trans_090-Update-Post-Aug-6-Safety-Measures-Email1.pdf.
69 Chevron Data Transmittal #90: Attachment 1 Update Post August 6 Safety Measures,
March 11,2014, http://chevronmodernization.com/wp-
content/uploads/2014/03/Trans_090-Att-1-Update-Post-August-6-Safety-Measures.pdf.
70 Ibid.
71 Ibid.
72 Ibid.
73 City of Richmond California, “Chevron Refinery Modernization Project” website,
http://chevronmodernization.com/project-documents/
74 Hendrix, David, Chevron Refinery Modernization Project EIR, “Reliability Analysis of
Modernization Project Changes” Appendix 4.13-REL (rev 2), March 7, 2014
(https://s3.amazonaws.com/chevron/Appendix_4.13-REL_r2.pdf)
75OSHA Directive Number CPL 03-00-004. "Petrolium Refinery Process Safety Management
National Emphasis Program, Appendix A, Section I – Human Factiors." Occupational
Safety and Health Administration (OSHA), June 7, 2007.
76Center for Chemical Process Safety (CCPS). Guidelines for Mechanical Integrity Systems.
American Institute of Chemical Engineers (AIChE), 2006.
77 US OSHA letter of interpretation from Ruth E. McCully, Director, Office of Health and
Compliance Assistance, to Mr. Gerald Joy, ICF Kaiser Engineers, Pittsburgh, PA,
Occupational Safety and Health Administration (OSHA), October 11, 1994.
78 Bridges, William G. and Collazo-Ramos, Dr. Ginette. "Human Factors and Their
Optimization." 8th Global Congress for Process Safety Proceeding (GCPS). American
Institute of Chemical Engineers (AIChE), 2012.
79 Tew, R. and Bridges, W. "Human Factors Elements Missing from Process Safety
Management (PSM)." 6th Global Congress for Process Safety Proceeding (GCPS).
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 347
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
129
American Institute of Chemical Engineers (AIChE), 2010.
80 Bridges, William G. and Collazo-Ramos, Dr. Ginette. "Human Factors and Their
Optimization." 8th Global Congress for Process Safety Proceeding (GCPS). American
Institute of Chemical Engineers (AIChE), 2012.
81 Tew, R. and Bridges, W. "Human Factors Elements Missing from Process Safety
Management (PSM)." 6th Global Congress for Process Safety Proceeding (GCPS).
American Institute of Chemical Engineers (AIChE), 2010.
82 Ibid.
83 Swain, A.D. and Guttmann, H.E. The Human Reliability Handbook – with Emphasis on
Nuclear Power Plant Applications; NUREG/CR-1278. U.S. Nuclear Regulatory
Commission, Division of Facility Operations, 1983.
84 Gertman, D., Blackman, H., Marble, J., Byers, J., and Smith, C. The SPAR-H Human
Reliability Analysis Method; NUREG/CR-6883, INL/EXT-05-00509. U.S. Nuclear
Regulatory Commission, Office of Nuclear Regulatory Research Washington, DC
20555-0001, Idaho National Laboratory, August 2005.
85 American Petroleum Institute (API), Process Safety Performance Indicators for the Refining
and Petrochemical Industries, ANSI/API Recommended Practice 754, API Publishing
Services, 1220 L. Street, NW, Washington, D./C. 20005, April 2010.
86 Ibid.
87 Bridges, W. "Gains in Getting Near Misses Reported (Updated)." 8th Global Congress for
Process Safety Proceeding (GCPS). American Institute of Chemical Engineers (AIChE),
2012.
88 Center for Chemical Process Safety (CCPS). Guidelines for Investigating Chemical Process
Incidents, 2nd Edition. American Institute of Chemical Engineers (AIChE), 2003.
89 Bridges, W. "Gains in Getting Near Misses Reported (Updated)." 8th Global Congress for
Process Safety Proceeding (GCPS). American Institute of Chemical Engineers (AIChE),
2012.
90 Smith, G, Burch, G.D., Bridges, W.G., and Tew, R. "Proven Approach to Investigating Near
Misses." 9th Global Congress on Process Safety (GCPS). American Institute of
Chemical Engineers (AIChE), 2013.
91 Bridges, W. "Gains in Getting Near Misses Reported (Updated)." 8th Global Congress for
Process Safety Proceeding (GCPS). American Institute of Chemical Engineers (AIChE),
2012.
92 Ibid.
93 Ibid.
94 Bridges, W. and Williams, T. “Create Effective Safety Procedures and Operating Manuals,”
Chemical Engineering Progress, American Institute of Chemical Engineers (AIChE),
December 1997.
95 Bridges, William G. and Collazo-Ramos, Dr. Ginette. "Human Factors and Their
Optimization." 8th Global Congress for Process Safety Proceeding (GCPS). American
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 348
Final Report: Safety Evaluation of the Chevron Richmond Refinery Report-152-13
130
Institute of Chemical Engineers (AIChE), 2012.
96 Swain, A.D. and Guttmann, H.E. The Human Reliability Handbook – with Emphasis on
Nuclear Power Plant Applications; NUREG/CR-1278. U.S. Nuclear Regulatory
Commission, Division of Facility Operations, 1983.
97 United States Department of Energy. "Guide To Good Practices For Communications,”
DOE-STD-1031-92 Washington, D.C. 20585, December 1998.
98 United States Department of Energy. "Guide To Good Practices For Operations Turnover,”
DOE-STD-1038-93 Washington, D.C. 20585, December 1998.
99 Bridges, William G. and Collazo-Ramos, Dr. Ginette. "Human Factors and Their
Optimization." 8th Global Congress for Process Safety Proceeding (GCPS). American
Institute of Chemical Engineers (AIChE), 2012.
100 Center for Chemical Process Safety (CCPS). Conduct of Operations and Operational
Discipline. American Institute of Chemical Engineers (AIChE), 2011.
101 Swain, A.D. and Guttmann, H.E. The Human Reliability Handbook – with Emphasis on
Nuclear Power Plant Applications; NUREG/CR-1278. U.S. Nuclear Regulatory
Commission, Division of Facility Operations, 1983.
102 Gertman, D., Blackman, H., Marble, J., Byers, J., and Smith, C. The SPAR-H Human
Reliability Analysis Method; NUREG/CR-6883, INL/EXT-05-00509. U.S. Nuclear
Regulatory Commission, Office of Nuclear Regulatory Research Washington, DC
20555-0001, Idaho National Laboratory, August 2005.
103 Bridges, W (PII) and Thomas, H. (exida) “Accounting for Human Error Probability in SIL
Verification Calculations,” 8th Global Conference on Process Safety (GCPS), American
Institute of Chemical Engineers (AIChE), April 2012.
104 Bridges, W. "LOPA and Human Reliability – Human Errors and Human IPLs." 6th Global
Congress for Process Safety Proceeding (GCPS). American Institute of Chemical
Engineers (AIChE), 2010.
105 U.S. Nuclear Regulatory Commission (NRC), 10 CFR Part 55 Operators Licenses, Subpart
E Written Examinations and Operating Tests, Washington D.C., July 2012.
106 Cheung, Burch, and Bridges, W. "Process Safety Culture – Making This a Reality." 10th
Global Congress for Process Safety Proceeding (GCPS). American Institute of
Chemical Engineers (AIChE), 2014.
107 Center for Chemical Process Safety (CCPS). Guidelines for Investigating Chemical Process
Incidents, 2nd Edition. American Institute of Chemical Engineers (AIChE), 2003.
108 Baker, James A., et al. "The Report of the BP U.S. Refineries Independent Safety Review
Panel." January 2007.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 349
August 16, 2016Contra Costa County Board of Supervisors Official Minutes350
RECOMMENDATION(S):
ADOPT report as the Board of Supervisors' response to Civil Grand Jury Report No. 1606, entitled "Reclaiming Our
Water”.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
The 2015/16 Civil Grand Jury filed the above-referenced report, attached, on May 24, 2016, which was reviewed by
the Board of Supervisors and subsequently referred to the County Administrator, who prepared the attached response
that clearly specifies:
Whether the finding or recommendation is accepted or will be implemented;A.
If a recommendation is accepted, a statement as to who will be responsible for implementation and a definite
target date;
B.
A delineation of the constraints if a recommendation is accepted but cannot be implemented within a six-month
period; and
C.
The reason for not accepting or adopting a finding or recommendation.D.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V 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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stepahnie Mello, Deputy
cc:
D.7
To:Board of Supervisors
From:David Twa, County Administrator
Date:August 16, 2016
Contra
Costa
County
Subject:RESPONSE TO CIVIL GRAND JURY REPORT NO. 1606, ENTITLED "RECLAIMING OUR WATER"
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 351
BACKGROUND: (CONT'D)
Findings
F1. Among obstacles to using more recycled water are: determining who will pay for installing the necessary
infrastructure and distribution system; finding a willing customer; and minimizing the financial and legal impacts
to the current potable water purveyor.
Response: The respondent agrees with the finding.
F2. Water purveyors and wastewater processors can share water treatment costs and revenues under a JPA (Joint
Powers Authority).
Response: The respondent agrees with the finding.
F3. State matching grants and low-interest loans are available for small indirect potable reuse projects, which
could potentially increase water supply.
Response: No response is required of the County.
F4. Indirect potable reuse projects are ideal for areas in the County where other new water sources are unavailable.
Response: No response is required of the County.
F5. It is difficult to develop large recycled water projects without the cooperation and commitment of water
purveyors and customers.
Response: No response is required of the County.
F6. Where recycled water can be wheeled to one customer, it could "free up" an equivalent amount of fresh water
that could then be wheeled to another customer who might be willing to pay more, thus creating "win-win" results
for recycled water projects.
Response: No response is required of the County.
F7. While stormwater capture and reuse has potential for contributing to the County’s long-term water needs, the
County has focused on NPDES compliance.
Response: The respondent agrees with the finding. The County’s Clean Water Program is currently focused
on National Pollutant Discharge Elimination System (NPDES) compliance for the permit issued by the
Regional Water Quality Control Board (the State agency that regulates stormwater discharges into creeks,
the bay, and the delta). The new permit requires the County to investigate reuse of stormwaters, which the
Clean Water programs will be investigating during the next term of the permit (five years). Once the
stormwater is captured, the next challenge will be a distribution system to deliver, and a plan to utilize, the
stormwater. Currently a distribution system does not exist and will be expensive to construct.
F8. Contra Costa County and its cities could adopt water saving and recycling ordinances for large commercial
buildings, similar to those adopted in other large urban locations such as San Francisco.
Response: The respondent agrees with the finding.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 352
F9. Satellite wastewater treatment plants are feasible in situations where the user is distant from existing recycled
water distribution systems, needs water for irrigation, and is able to meet the costs to build and operate the plant.
Response: No response is required of the County.
F10. The County is below the State average in use of recycled water.
Response: The respondent agrees with the finding.
F11. Desalination technology continues to evolve, including smaller scale solar powered and HDH
(“Dewvaporation”) pilot plants, although neither has been developed to full commercialization.
Response: The respondent agrees with the finding.
F12. Citizen involvement (possibly through an Advisory Council) is a key to getting buy-in for recycle and
IPR/DPR projects because it is citizens who pay for, consume, and depend on a reliable source of pure water.
Response: The respondent agrees with the finding.
F13. There is no single point of contact for water recycle and reuse issues in the County.
Response: The respondent agrees with the finding. Ryan Hernandez, Manager of the Contra Costa County
Water Agency, is the staff person designated to respond to questions about the County’s policy goals
related to water. However, Mr. Hernandez is not the point of contact for the related issue of stormwater
capture (Flood Control is) nor is Mr. Hernandez the Countywide point of contact. Water recycle and reuse
handled by a variety of different agencies and the County is not the lead agency.
Recommendations
R1. The Board of Supervisors should consider facilitating (possibly through a Task Force) the formation of a JPA
to promote water recycling , stormwater capture and desalination projects.
Response: The recommendation will not be implemented because it is not warranted. The Flood Control
District, Clean Water Program and County Water Agency work through the Transportation, Water and
Infrastructure Committee (TWIC), a two-member committee of the Board of Supervisors that reports
directly to the full board. The TWIC engages with County staff and special district representatives to
discuss water issues, and provides direction to staff and recommendations to the Board of Supervisors.
In addition to the TWIC, the State encouraged counties and other agencies involved in water issues to
participate in an Integrated Regional Water Management (IRWM) Planning process to determine how to
spend significant portions of State water bond funding. Projects seeking funding through IRWM grants that
are not within or consistent with an IRWM Plan are ineligible for funding. Other grant programs may
require that a project be within or consistent with an IRWM Plan. Contra Costa County and various water
and sanitary districts and other relevant agencies are participating in the East Contra Costa County
Integrated Regional Water Management Plan, which has developed a comprehensive planning process and
enhanced community and project based communications.
R2. CCCSD and CCWD should explore the feasibility of cooperatively developing an IPR Injection Well Project.
Response: No response is required of the County.
R3. CCCSD, CCWD, and DSRSD should consider the formation of a JPA to expand CCCSD's tertiary treatment
capacity in order to free up fresh water for domestic and commercial customers.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 353
Response: No response is required of the County.
R4. The Board of Supervisors should consider directing that priority be given to capture and reuse of stormwater
where possible in all new County flood control projects.
Response: The recommendation will not be implemented because it is not reasonable. The first priority for
the County and Flood Control District should be maintenance and continued operation of the current
facilities. Capture and reuse of stormwater should be investigated but not mandated. Once again,
stormwater is difficult to store after it is captured. After it is stored, a distribution system to deliver and
utilize the stormwater will need to be developed. Currently a distribution system does not exist, and will be
expensive to construct.
R5. The Board of Supervisors should consider adopting ordinances that promulgate recycling and recovery of
water on a County-wide basis.
Response: The recommendation has been implemented. The County has historically supported
conservation through development and adoption of a water conservation landscape ordinance, a dual
plumbing ordinance to maximize use of recycled water where feasible, and an ordinance to use recycled
water for dust control and compaction for construction purposes during drought. Water conservation is
emphasized, as it has multiple benefits: it reduces water demand, reduces water treatment requirements,
and reduces energy use.
Additionally, the Delta Water Platform, revised and adopted by the Board in May of 2014, establishes
policy goals for the Delta specific to water conservation and recycling.
Excerpt from Delta Water Platform:
5. Water Conservation
Support and encourage water conservation activities as a primary first step in any
proposed statewide water management strategy.
a.
Support and encourage water conserving landscapes.b.
Maximize reuse of reclaimed wastewater.c.
Support acceleration of mandatory water meter requirements throughout the state.d.
Support and advocate for improved agricultural water conservation practices.e.
R6. The city should consider adopting requirements relating to the use of reclaimed water for planned
communities and large commercial buildings to maximize its use.
Response: No response is required of the County.
R7. The district should consider facilitating the use of satellite wastewater treatment plants, where appropriate.
Response: No response is required of the County.
R8. The Board of Supervisors should consider adopting a County goal to exceed the State average for recycled
water use and establish a target date.
Response: The recommendation will not be implemented because it is not reasonable. The Board of
Supervisors has limited jurisdiction over recycled water production, delivery and use, which is within the
purview of the local water districts. The County has no oversight responsibility for or authority over the
water districts, which are governed by independent elected boards.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 354
R9. The County and Districts should consider meeting to discuss each District's need for land for demonstration
of scaled-up recycling and desalination projects using green technologies, which may qualify for State grant
money, and the County's ability to lease such land.
Response: The recommendation will be implemented upon request by the local water districts.
R10. To promote public awareness and citizen involvement, the Board of Supervisors should consider establishing
a citizen 's "Water Reuse Advisory Council" which includes citizen stakeholders and technology experts to advise
them on all water reuse issues affecting the County.
Response: The recommendation will not be implemented because it is not warranted. Water reuse falls
under the purview of the local water districts. It would be appropriate and more effective for the water
districts to establish citizens’ advisory bodies for this purpose.
R11. The Board of Supervisors should consider designating a single point of contact within County government
for water recycle/reuse issues or establishing a permanent water sustainability subcommittee under their
Transportation, Water and Infrastructure Committee to advise the committee on water reuse issues.
Response: The recommendation has been partially implemented. Ryan Hernandez, Manager of the Contra
Costa County Water Agency, is the staff person designated to respond to questions about the County’s
policy goals related to water. However, Mr. Hernandez is not the point of contact for the related issue of
stormwater capture (Flood Control is) nor is Mr. Hernandez the Countywide point of contact. Water
recycle and reuse handled by a variety of different agencies and the County is not the lead agency.
ATTACHMENTS
Civil Grand Jury Report No. 1606 "Reclaiming Our Water"
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 355
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 356
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 357
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 358
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 359
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 360
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 361
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 362
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 363
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 364
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 365
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 366
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 367
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 368
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 369
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 370
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 371
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 372
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 373
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 374
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 375
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 376
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 377
RECOMMENDATION(S):
ADOPT report as the Board of Supervisors' response to Civil Grand Jury Report No. 1607, entitled "Delta Levees in
Contra Costa County”.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
The 2015/16 Civil Grand Jury filed the above-referenced report, attached, on May 31, 2016, which was received on
June 6, reviewed by the Board of Supervisors and subsequently referred to the County Administrator, who prepared
the attached response that clearly specifies:
Whether the finding or recommendation is accepted or will be implemented;A.
If a recommendation is accepted, a statement as to who will be responsible for implementation and a definite
target date;
B.
A delineation of the constraints if a recommendation is accepted but cannot be implemented within a six-month
period; and
C.
The reason for not accepting or adopting a finding or recommendation.D.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V 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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stepahnie Mello, Deputy
cc:
D.8
To:Board of Supervisors
From:David Twa, County Administrator
Date:August 16, 2016
Contra
Costa
County
Subject:RESPONSE TO CIVIL GRAND JURY REPORT NO. 1607, ENTITLED "DELTA LEVEES IN CONTRA COSTA
COUNTY"
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 378
BACKGROUND: (CONT'D)
Findings
F1. The portion of the Delta that lies within Contra Costa County includes six of the eight western islands,
deemed by the State to be of particular importance to the preventing seawater intrusion that would impair the
quality of the water for nearly two-thirds of the State, including much of the East Bay area.
Response: The respondent agrees with the finding.
F2. Loss (i.e. submersion) of any of the six islands in the Delta within Contra Costa County has potential to affect
adversely much more than just Contra Costa County.
Response: The respondent agrees with the finding.
F3. Key infrastructure located within Contra Costa County reclamation districts benefits the entire County,
including major County roads and highways, a rail-line, PG&E power transmission lines, natural gas wells,
petroleum pipelines, Contra Costa Water District intakes, pumping stations, and portions of both the Contra Costa
Canal and EBMUD’s Mokelumne aqueduct.
Response: The respondent agrees with the finding.
F4. The levees in the County’s portion of the Delta have been built up or otherwise strengthened on a piecemeal
basis over the century or more of their existence.
Response: No response is required of the County.
F5. Because the levees remain vulnerable to natural hazards and human activities, they require constant vigilance –
i.e., frequent inspection coupled with timely maintenance and prompt repairs.
Response: No response is required of the County.
F6. The Army Corp of Engineers inspects federal levees, as well as non-federal levees that qualify for the
Rehabilitation and Inspection Program.
Response: No response is required of the County.
F7. All of our County’s levees are non-federal levees and the only non-federal levees in the County that qualify for
participation in the Rehabilitation and Inspection Program are in Holland and Byron Reclamation Districts.
Response: No response is required of the County.
F8. The only levees in the County that are independently evaluated for structural integrity are those in Reclamation
Districts 800 and 2026, Holland and Byron.
Response: No response is required of the County.
F9. LAFCO’s MSR of the reclamation districts, which it performs every 5-years, focuses on financial and
administrative management of the districts.
Response: No response is required of the County.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 379
F10. LAFCO relies on self-reported information from the districts, without physical inspection, to evaluate how
well the districts are maintaining the integrity of the levees for which they are responsible.
Response: No response is required of the County.
F11. There is no formal or standardized educational or training resource available to the districts for levee
inspection, maintenance, and repair, which can support new levee superintendents or managers while they acquire
the experience to recognize problems early, learn how to appropriately respond, and learn how to balance
environmental regulations with maintenance protocols.
Response: No response is required of the County.
F12. Levee management requires recognizing seasonal timeframes and juggling multiple deadlines, including
preparing for storm season and the “no-mowing” period, when local bird populations nest, as well as timely
application for the subvention and/or special projects funding programs.
Response: No response is required of the County.
F13. Unpermitted encroachments can hinder visual inspection of the levee surface and create new structural
weaknesses or potential conduits for seepage.
Response: No response is required of the County.
F14. Education about the potential danger of unpermitted encroachments can be a highly effective management
tool for mitigating this type of hazard because increased understanding of the potential consequences of such
encroachments can support longer-term adherence to levee regulations and protocols.
Response: No response is required of the County.
F15. Since early recognition of potential trouble spots and prompt repair work are critical to maintaining levee
integrity, while resources for levee patrols are limited, the presence of an educated and aware residential
population can supply additional eyes to provide the constant vigilance that is crucial to safeguarding the levees.
Response: No response is required of the County.
F16. In addition to permitting procedures and intermittent newsletters, there are other opportunities to educate the
public, and especially residents of reclamation districts, about the hazards that can damage or impair the levees.
Response: The respondent agrees with the finding.
F17. Explaining the hazards to levees by multiple means at appropriate times -- i.e., just before the start of storm
season in the fall – can help to keep awareness at a heightened and effective level.
Response: The respondent agrees with the finding.
F18. Efforts to educate and raise public awareness could be enhanced by cross-departmental and/or cross-agency
cooperation such as including Flood Control safety bulletins with other seasonally appropriate, apt-to-be-read or
mandatory mailings such as property tax bills or voter information packets.
Response: The respondent agrees with the finding.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 380
F19. It takes nearly 2 years from the application date for reclamation districts to receive reimbursement of levee
maintenance work approved by DWR under the Subventions Program.
Response: The respondent agrees with the finding.
F20. The cost of the initial funding required of reclamation districts under DWR’s Subventions Program can be
prohibitive for some reclamation districts, resulting in under-utilization of this highly beneficial program.
Response: The respondent agrees with the finding.
F21. Some reclamation districts that are unable to maintain the staff, equipment, and material stockpiles needed
for emergency major repairs, rely on informal mutual-aid arrangements.
Response: The respondent agrees with the finding.
F22. Planning agencies can require that developers who seek to develop areas within reclamation districts
financially contribute to existing levees as a condition of approval of their proposed developments, as was done
with the East Cypress Corridor Plan for residential development in the interior of Hotchkiss Tract, Reclamation
District 799.
Response: The respondent agrees with the finding, provided there is a clear nexus to the proposed project.
F23. The feasibility of interagency cooperative ventures to accomplish levee improvements has been
demonstrated by multi-agency coalition to improve the levees in Reclamation District 2028, Bacon Island.
Response: The respondent agrees with the finding.
Recommendations
R1. After identifying the necessary funding, LAFCO should consider including independent physical inspections
of levee conditions, in addition to the self-reported evaluations of the conditions, in the MSRs of all County
reclamation districts, if necessary by hiring an independent engineering firm to perform this function.
Response: No response is required of the County.
R2. After identifying the necessary funding, the County reclamation districts should collaborate in establishing
and supporting a shared website, possibly approaching one of the Districts that already has a website to take the
lead. This website should include “Best Practices”, a calendar of date- or seasonal-specific tasks, such as
preparation for nesting season when certain work is prohibited, and dates when Subventions Program applications
are due, and a common log of significant levee incidents to identify and track historical trouble spots.
Response: No response is required of the County.
R3. After identifying the necessary funding, the County reclamation districts should consider taking turns hosting
a short, local, annual conference for all District Board members and staff. Each conference should include an
educational presentation on a matter of common interest, such as changes in regulations or levee standards, new
technology or procedures for levee work, new sources of funding, and/or most effective techniques for successful
grant applications.
Response: No response is required of the County.
R4. After identifying the necessary funding, reclamation districts should consider adding a “training module” for
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 381
new and re-elected Board members to their required governance training (i.e. Brown Act and Ethics). This
“module” or session should cover the district’s levee regulations and protocols, the consequences of
noncompliance with regulations and protocols, flood preparedness, and emergency response training – or at
minimum a “back to basics” session with the consulting engineer to cover these concerns.
Response: No response is required of the County.
R5. Reclamation districts should formalize, or at a minimum document, all “Mutual Aid” agreements for future
reference as reclamation district personnel change over time.
Response: No response is required of the County.
R6. After identifying the necessary funding, the County Tax Collector should consider including informational
material on flood preparedness or levee safety precautions, available at no charge from our County Flood Control
or Central Valley Flood Control Agency or DWR, with every property tax bill that has an address within a
reclamation district.
Response: The recommendation has not yet been implemented but will be implemented in the future,
subject to the availability of funding. Tax bills that have a situs address within a reclamation district may
have a message printed in the Important Information to Taxpayer(s) section, directing owners where to go
online to learn more about flood preparedness or levee safety precautions. The County is very active in
providing information on flood preparedness and levee safety.
The Contra Costa County Floodplain Management Program serves the unincorporated area of the county.
The Engineering Services Division of Public Works coordinates the program and provides floodplain
information for existing structures and proposed projects within the Special Flood Hazard Area. The
Program's website offers a wealth of information on floodplain issues. In addition to the website, the Flood
Plain Management Program makes numerous brochures available at the Public Works Department's front
counter. Also, after the Federal Emergency Management Agency restudies a watershed and modifies the
100 year flood plain, the County sends advisory letters to impacted residents and the board of realtors.
R7. After identifying the necessary funding, the County Clerk Recorder should consider including informational
material on flood preparedness or levee safety precautions, available at no charge from our County Flood Control
or Central Valley Flood Control Agency or DWR, with election materials sent to addresses within a reclamation
district.
Response: The recommendation will not be implemented because it is not warranted. There are less
expensive and probably more effective methods of communicating this information to residents of
reclamation districts (see response to R.6).
The Elections Division of the Clerk-Recorder-Elections Department currently includes informational
materials in the voter information guides when there are “blank” pages available and the information is
general in nature (does not conflict with any ballot measure or candidate). The printing cost of providing a
single page of information in English and Spanish is approximately $.0225 per voter. For inclusion in a
countywide voter pamphlet, the cost would be approximately $15,000, including translation and typesetting.
The voter information packet can be quite voluminous and non-election messaging within the voter
information packet could easily be overlooked or disregarded.
R8. After identifying the necessary funding, the Board of Supervisors should consider directing the County
Planning Department to provide each applicant for new construction or major remodeling in unincorporated areas
within a reclamation district with a brochure or direction to an online website explaining levee safety rules and
regulations, along the reasons for same, applicable to their particular reclamation district and to require that each
applicant confirm receipt of the brochure or link to website by initialing.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 382
Response: The recommendation will not be implemented because it is not reasonable. Property owners
within flood zones and/or reclamation districts have the responsibility of following the required
development standards for construction on their property, including but not limited to compliance with
building codes, zoning laws and flood zone regulations. While educating the public on these regulations is
an admirable goal, requiring confirmation of receipt of levee safety rules and regulations will be perceived
by applicants as another hoop to jump through with little practical value. There is no operational necessity
or benefit to the County to maintain such signed receipts.
R9. The Oakley City Council should direct the Oakley Planning Commission to provide each applicant for new
construction or major remodeling within a reclamation district in the City of Oakley with a brochure or direction
to an online website explaining levee safety rules and regulations, along with the reasons for same, applicable to
their particular reclamation district and to require that each applicant confirm receipt of the brochure or link to
website by initialing.
Response: No response is required of the County.
R10. The Board of Supervisors should consider directing the appropriate planning and/or land use department to
follow the precedent established by the East Cypress Corridor Project and conditions approval of proposals for
new residential or commercial development, where allowed on any unincorporated County land in a reclamation
district, on financial support of existing levees.
Response: The recommendation has not yet been implemented but will be implemented in the future for
proposed projects where there is clear nexus to existing levees. County project planners will propose
conditions of approval that support maintenance of existing levees on future projects seeking development
permits from the County when there is a clear nexus.
R11. The City of Oakley should consider following the precedent established by the East Cypress Corridor
Project and conditioning approval of proposals for new residential or commercial development, where proposed
on Oakley’s annexed land in a reclamation district, on financial support of the existing levees.
Response: No response is required of the County.
R12. After identifying the necessary funding, the Board of Supervisors should consider directing the County’s
Transportation, Water, and Infrastructure Committee (TWIC) to establish a task force or initiate a staff study to
investigate ways to encourage and facilitate grant-seeking coalitions of urban water agencies and/or other
beneficiaries of the levee system, on smaller-scale projects with shorter time horizons than those currently being
investigated by the Delta Protection Commission (i.e. similar to but including even smaller-scale projects than the
Bacon Island improvement coalition).
Response: The recommendation will not be implemented because it is not warranted. The Transportation,
Water and Infrastructure Committee (TWIC), a two-member committee of the Board of Supervisors, is
charged with reviewing issues associated with Delta levees and flood control (see excerpt from TWIC
Referral No. 5, below). Additionally, the Contra Costa County Delta Water Platform, revised and adopted
by the Board in May of 2014, provides policy goals specific to “Levee Restoration” and “Flood
Protection/Floodplain Management”. It is the policy of the County to support implementation of projects
and actions that will help improve the Delta. As illustrated below, policy goals exist to implement this
recommendation but funding and staff resources do not.
5. Policy Excerpts from the Delta Water Platform
Flood Protection/Floodplain Management
Advocate for funding assistance to Reclamation Districts to maintain non-project levees and to
improve them to appropriate standards, such as PL 84-99.
a.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 383
improve them to appropriate standards, such as PL 84-99.
8. Levee Restoration
Advocate for significant funding for western and central Delta levees, individually and in
collaboration with others to support water quality and the existing Delta water conveyance system
and protect critical infrastructure.
a.
Advocate immediate rehabilitation of priority levees on the western and central Delta islands in the
strategic levee investments identified in the Delta Plan.
b.
Advocate for funding assistance for small urban and urbanizing communities within the Delta to
attain 200-year flood protection with levees that meet the proposed Urban Levee Design Criteria
standards.
c.
Support using PL84-99 as a minimum design standard for levees. d.
Support stockpiling rock in the Delta (and specifically in the western Delta) for levee repair. e.
Support a multi-year funding commitment to restore and improve non-project levees and levees
outside the State Plan of Flood Control, which is defined in the Central Valley Flood Protection Plan.
f.
Support and advocate for the Delta Long Term Management Strategy (LTMS) and the beneficial
reuse of dredged materials for levee rehabilitation.
g.
Oppose the Army Corps of Engineer’s policy to require removal of all shrubs and trees from levees,
unless it can be demonstrated the shrubs and trees impact the structural integrity of the levee.
h.
R13. After identifying the necessary funding, the Board of Supervisors should consider directing the County’s
Transportation, Water, and Infrastructure Committee to establish a task force to investigate possible ways for the
less-advantaged reclamation districts to obtain interim funding, including but not limited to grants or low-interest
rate loans, to cover the initial two-year lag-time to obtain reimbursement for essential levee maintenance work
from the Subventions Program.
Response: The recommendation will not be implemented because it is not reasonable. Refer to the County’s
response to Recommendation No. 12.
ATTACHMENTS
Civil Grand Jury Report No. 1607 "Delta Levees in Contra Costa County"
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 384
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 385
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 1
Grand Jury Reports are posted at http://www.cc-courts.org/grandjury
Contact: Michael Simmons
Foreperson
925-957-5638
Contra Costa County Grand Jury Report 1607
DELTA LEVEES IN CONTRA COSTA COUNTY
How Well Do We Protect This Vital Safety System?
TO: The Boards of Trustees of All Contra Costa Reclamation
Districts; the Contra Costa Board of Supervisors; the Contra Costa
Tax Collector; the Contra Costa County Clerk Recorder Elections
Division; Contra Costa County LAFCO; and the City Council of Oakley
SUMMARY
Some say about Contra Costa County’s Delta levees, “It’s not a question of if but when
they will fail.” Others disagree. They say that these levees can continue indefinitely to
perform successfully if they are constantly and proactively monitored and maintained,
and receive appropriate improvements as conditions evolve. The answer to this “if or
when” debate is of vital interest to the County.
The Delta levees form a critical bulwark against flooding that could have disastrous
consequences for the County and even the State. The levees, most of which were built
more than a century ago, originally protected privately owned land. This land was
reclaimed from marshland for agricultural use, and was sparsely populated by the
landowners and possibly a few farmworkers. Today, these levees protect much more:
the lives and property of 28% of Contra Costa County’s population (based on the
2010 census, although the number continues to grow),
infrastructure that is critical to the County and region (including major roads and
highways, a railroad line, oil and gas wells and pipelines, power transmission
lines, and aqueducts and canals that supply water to nearly 2/3 of the State), and
the quality of Delta water that could be exposed to excessive saline levels due to
the incursion of seawater.
Many of these levees are fragile, subject to degradation from natural forces and from
the effects of human activities. While the Reclamation Districts (Districts) that own
and/or manage the levees have done much to protect and maintain them, often aided
by State financial support, more can be done, even within the limits of the Districts’
financial resources.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 386
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 2
Grand Jury Reports are posted at http://www.cc-courts.org/grandjury
This report recommends focusing on three major areas: sharing of resources and
knowledge among Reclamation Districts, education of residents of the Districts as to the
reasons behind levee rules and regulations, and increased involvement and
participation by the various entities that benefit from the protection afforded by the levee
system.
METHODOLOGY
In conducting its investigation and preparing this report, the Contra Costa County Grand
Jury performed the following:
Interviewed and/or obtained information from representatives of the following
public agencies and Reclamation Districts, including professional engineering
firms that provide engineering support to the Reclamation Districts:
California Department of Water Resources; Contra Costa County Flood Control; Contra
Costa County Department of Public Works/Engineering Services; Contra Costa County
Department of Conservation and Development; Contra Costa County Local Agency
Formation Commission; Contra Costa Water Department; Contra Costa County Flood
Control; Contra Costa County Tax Collector; Contra Costa County Clerk Recorder
Elections Division; Ironhouse Sanitary District; Bethel Island Municipal Improvement
District, Reclamation Districts 799 (Hotchkiss), 800 (Byron-Discovery Bay), 830 (Jersey
Island), 2025 (Holland), 2026 (Webb), 2059 (Bradford), 2065 (Veale), 2122 (Winter),and
2137 (Dutch Slough).
Conducted site visits to the following Reclamation Districts:
Bethel Island Municipal Improvement; District; 799 (Hotchkiss); 800 (Byron-Discovery
Bay); 2024 (Orwood and Palm); 2025 (Holland); and 2065 (Veale).
Attended Board Meetings and/or reviewed agendas and minutes from the
following public agencies and Reclamation Districts:
Contra Costa LAFCO; Contra Costa Board of Supervisors; Contra Costa Water Agency;
Reclamation Districts 799, 800, and 2059.
Reviewed numerous publications of various public agencies, including but not
limited to the following:
Department of Water Resources reports and bulletins; Delta Stewardship Council email
notices and interim Delta Levee Investment Strategy reports and studies; Delta Risk
Management Strategy (DRMS); Delta Overview; United States Geological Survey
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 387
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 3
Grand Jury Reports are posted at http://www.cc-courts.org/grandjury
reports; Contra Costa County Local Agency Formation Commission (LAFCO) 2015
Municipal Service Review (MSR); Reclamation District 799’s 5 year plan; CalFed Bay-
Delta Program documentation; Contra Costa County 2014 Delta Water Platform;
Bulletin 192-82; U.S. Army Corps of Engineers bulletins; California Water Fix bulletins;
Contra Costa Water District newsletter and reports; State Investments in the Delta
report; Contra Costa Board of Supervisors 2016 State Legislative Platform/Guiding
Policies; Delta Protection Commission 2015 Annual Report; Delta Risk Management
2016 Assessment District Feasibility Study.
CONFLICT OF INTEREST DISCLAIMER
One or more Grand Jurors recused themselves due to a possible conflict of interest and
did not participate in the investigation, preparation or approval of this report.
BACKGROUND
The first levees in the County, which are in the western portion of the Delta, were built
on reclaimed marshlands from 1868 through the 1870s using manual labor. Those
early builders thought --- incorrectly, as it turned out ---- that levees of 3 to 5 feet in
height and 12 feet wide at the base would suffice to protect the newly reclaimed lands.
Private landowners using manual labor and horse-drawn wagons built these levees out
of the surrounding peat soils. Although excellent soil for agricultural purposes, peat
proved not the best material for levee construction as it compacts, subsides, and erodes
readily. Those levees failed frequently, and the enclosed lands were flooded almost
annually.
The advent of the steam-powered clamshell or “grabber” dredges in the late 1800s
allowed levees to become higher and broader. Additionally, the use of river-bottom
soils with higher clay and mineral content resulted in stronger levees. But even though
stronger than the smaller peat levees, the bottom-soil levees were still subject to
frequent breaks or “breaches” and/or high water levels washing over the top of the levee
(“overtopping”). Those failures resulted in flooding and destruction of the privately
owned farms and ranches occupying the land behind the levees. These old agricultural
levees still form the base, or footprint, of the majority of levees in Contra Costa County
today, raised and/or otherwise strengthened on a piecemeal basis over the past
century.
Like the vast majority (over 730 of the approximately 1,115 miles) of Delta levees, all of
the levees in the County’s portion of the Delta are “non-project” or “local” levees. Other
levees known as “project” levees (comprising 385 miles of the Delta levees) form part of
an authorized federal flood control project on the Sacramento and San Joaquin River
systems. Project levees conform to the highest level of flood protection standards (See
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 388
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 4
Grand Jury Reports are posted at http://www.cc-courts.org/grandjury
Appendix 1 for a diagram of the various levels of flood protection construction
standards), and are inspected by and eligible for rehabilitation by the Army Corps of
Engineers. Unlike project levees, our non-project levees were constructed, enlarged,
and maintained over the last 130 years by local reclamation districts. These districts
are locally funded by parcel tax assessments and governed by locally-elected boards.
They have jurisdiction over and responsibility for the levees that protect their District’s
enclosed lands.
Built at significant expense with modern equipment, materials and engineering
techniques, project levees meet the highest standards in flood protection. The
improvements necessary to bring the older non-project levees up to these standards are
largely beyond the available financial resources of local reclamation districts. Aside
from the financial challenges, reclamation districts face a moving target in planning
major capital improvements to their levees because levee-construction standards
continue to evolve as conditions in the Delta change over time.
Today even the non-project levees are commonly 15 to 20 feet high, 16 feet wide at the
top or “crown” and wider at the base, with typically a 2 to 1 slope ratio from crown to
base. The levees incorporate modern techniques and materials, as the reclamation
districts work to bring the old agricultural levees up to current standards. Nonetheless,
many still do not meet the current standards for urban or even non-urban levees. (See
Appendix 1.) As land has subsided and sea levels have risen, much of the land
protected by these levees is now 10 to 15 feet below sea level, making continual
improvement essential to avoid overtopping and consequent flooding.
In addition to overtopping, levees may fail due to breaches. Breaches can occur
suddenly or gradually, usually due to physical hazards, which we discuss later in this
report. Management of these hazards requires what levee superintendents and
consulting engineers have described as “constant vigilance”: regular and frequent
physical inspections of the levees and immediate attention to trouble spots. Failure to
prevent, or at least promptly curtail, breaches could lead to major flooding resulting in
loss of lives, property, and infrastructure, and possible impairment of the quality of water
drawn from the Delta sources.
As with many other improvement projects, limited financial resources constrain the
maintenance efforts of most reclamation districts. In general, the maintenance and
improvement work to the levees are financed by assessments levied by reclamation
districts. Additionally, the California Department of Water Resources (DWR),
recognizing the importance of infrastructure within the Reclamation Districts, provides
some supplemental financial support for qualified levee maintenance work through its
Subventions Program, grants for qualified improvements through the Special Projects
Program, and in situations of pending or potential emergency, Directed Action Grants.
These funding mechanisms, and their limitations, are discussed later in this report.
In addition to the districts’ financial constraints, old homes, fishing shacks, and other
structures have been built on or within the levees’ structural framework or sphere in
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 389
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 5
Grand Jury Reports are posted at http://www.cc-courts.org/grandjury
some of the populated zones. These structures may stand in the way of desired
improvements, and even complicate the visual inspections of the levees, thus inhibiting
early detection of seepage and/or other early warning signs of the need for preventative
work.
The future of the Delta has long been the subject of ongoing discussion and debate,
with various state and regional agencies as well as private advocacy groups proposing
plans with differing, sometimes conflicting, objectives. Not only do their priorities differ,
but also their proposed strategies for achieving their desired objectives. The one
certainty is that none of these plans will soon be ready for full implementation. For the
immediate future, we must rely on the integrity of the existing levees. Two events of the
past decade illustrate quite dramatically the vital importance of these levees, which
serve the purpose of protecting property well beyond the land actually enclosed within
them:
The August 2009 collision of a bulk carrier ship with Bradford Island. On a calm, clear
evening, August 27, 2009, a 570-foot bulk carrier vessel was outbound from the Port of
Stockton when it grounded, lost steering, and hit the levee at Bradford Island. The
collision damaged approximately 150 feet of levee, causing a serious breach. The
journal, the Professional Mariner reported as follows:
“The breach jeopardized drinking water quality for 23 million
people,” said David Mraz, chief engineer with the Delta-Suisun
Marsh Office of the state Department of Water Resources. “Had
the levee broken, salt water would have been drawn into the Delta
(from San Francisco Bay) and contaminated the region’s fresh
water supply with salt.”1
Contractors worked around the clock over a three-day period with dozens of trucks and
bulldozers to make repairs using sand, silt, and clay-all from the island-to buttress and
stabilize the levee. That initial repair work cost nearly $800,000, and then, because
these materials compressed and settled over time, required several additional months
of close monitoring.
The District’s Project Manager, John Cunningham, said, “DWR advised him that it would
have cost the State closer to $50 million had they not succeeded in closing the breach
and preventing a full flood with that quick action.”2 The State paid the District’s costs
under the Directed Action Program.
1 The complete news-article can be found at: http://www.professionalmariner.com/December-Jauary-2009/Bulk-
carrier-seriously-damages-levee-in-Sacramento-San-Joaquin-River-Delta/ .
2 A fuller description of the incident from the perspective of island residents can be found at:
http://californiaspigot.blogspot.com/2010_10_01_archive.html
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The June 3, 2004 levee breach on Jones Tract. The Jones Tract is located in the San
Joaquin County portion of the Delta, which is adjacent to Contra Costa County. Its 2004
levee breach and subsequent flood demonstrated the far-reaching impact, and
importance of the Delta levees to the County and to the entire state. Governor
Schwarzenegger declared a State of Emergency on June 4. By June 30, the severity of
this flood’s effect on key infrastructure and the State’s water supply led to a Presidential
Declaration of Emergency. This declaration authorized FEMA reimbursement of certain
costs of responding to this major disaster.
This “sunny-day breach” of the Upper Jones Tract levee led to what was initially
estimated to be approximately 150,000 acre-feet of water flooding the Jones Tract at a
time when Contra Costa Water District (CCWD) was pumping from both of their
easternmost intake stations in the Delta. According to CCWD’s Fall 2004 newsletter,
about half that intake was then flowing to Los Vaqueros Reservoir and the rest was
going directly to their treatment plants for transmission to customers.
Risks to the water supply were twofold: more salinity due to increased amounts of
seawater flowing into the Delta from San Francisco Bay and/or leached from the
inundated soil reaching the CCWD intake conduits, and floodwaters contaminated with
chemicals and fuel used in the Jones Tract for agricultural purposes. CCWD stopped
pumping from their Old River Intake Station and began rapid-response testing and
monitoring of water quality. Ultimately the saline content reached levels that
necessitated halting flows to the Los Vaqueros Reservoir. As a result, the reservoir
entered peak demand summer operations well below the maximum capacity that had
been projected. CCWD had to pump water from Los Vaqueros Reservoir, with its
lower-than-anticipated volume to fill demand; at the same time, work to pump the
floodwaters off the island continued.
Gaining control of the flood was challenging, and repairs were difficult, complicated by
key infrastructure within the flood zone. Of particular concern were the Burlington
Northern-Santa Fe rail-line and EBMUD’s Mokelumne Aqueduct, both of which also run
through Contra Costa County. It took four weeks to plug the levee breach, and the full
recovery required federal as well as state resources. After removing more than
160,000-acre feet of water, the involved agencies finally succeeded in de-watering the
island in December 2004.
DWR estimated the direct cost of containing the flood, levee repair, and island pump-out
to be $30 million. This does not include the cost of lawsuits filed against a number of
defendants, including the Reclamation District, DWR and other state agencies, and
even the company that provided rodent control services on the island. (The flood
washed away all forensic evidence, making it impossible to establish the cause of the
flood with certainty. However, most sources consider burrowing rodent activity --- i.e.
one of the physical hazards we discuss later in this report --- the most probable cause of
the breach and subsequent flood.)
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DWR Photos: June 2004 Jones Tract Breach and Flood
In view of all these immediate risks with far-reaching impact, steps should be taken to
ensure that our County’s Delta levees continue to perform their function successfully.
DISCUSSION
There are 14 special districts (13 reclamation districts and 1 municipal improvement
district) in Contra Costa County that have responsibility for levee services within the
Delta. They are shown in the following map, along with the Primary and Secondary
Zones of the Delta as defined in the California Water Code, Section 12220. Many of the
districts are islands; others have responsibility for levees that protect lands only partially
surrounded by water.
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Contra Costa County Reclamation Districts
(Map Courtesy of Delta Protection Commission)
The western portion of the Delta includes eight islands that the State’s Department of
Water Resources (DWR) deems critical to preventing saline (i.e. seawater) intrusion.
Six of these eight islands are located in the County. These islands become particularly
important during multi-year droughts such as that of the last four years. To prevent
saltwater intrusion arising from less fresh (river) water flowing into the Delta, DWR had
to install temporary rock barriers, one on False River between Jersey and Bradford
Islands, to protect the state’s water quality. The following map shows these islands:
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According to the November 15, 2015 Municipal Service Review (MSR) of Reclamation
Districts by the County’s Local Agency Formation Commission (LAFCO), the 14
Districts are responsible for levees and population as shown in the table on the
following page.
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*Population doubles during the summer.
** Levees that meet the higher PL84-99 standard also meet, by default, the HMP standard. Some of the agricultural miles meeting
the HMP standard have been improved to meet the higher PL84-99 standard.
*** includes residents inside the old RD boundary, but on elevated peninsulas outside the newer urban levees.
****Levees that meet the PL84-99 Standard may apply for the Army Corp of Engineers Rehabilitation and Inspection Program (RIP).
Once accepted, they must pass biannual eligibility ACE inspections to continue to participate.
Reclamation
District Name
and Number
Population Total Miles of
Levees
Miles at HMP
Standard
Miles at PL84-
99 Standard
Miles at
FEMA
Standard
Bethel Island
Municipal
Improvement
(BIMID)
2,137*
14.5
(11.5
Agriculture
3 Urban)
11.5 8**
Hotchkiss (799) 969
11.7
(8.5
Agriculture
3.2 Urban)
5.2
Byron (800) 13,352***
18.9
(12.4
Agriculture
6.5 Urban)
9.7**** 18.9
Jersey Island
(830) 3 15.5 14.8
Orwood/Palm
(2024) 8 14.6 14.6
Holland (2025) 27 11 11****
Webb (2026) 0 12.9 12.9 6.25**
Bradford
(2059) 63 7.5 7
Veale (2065) 14 5.1 4.2
Quimby Island
(2090) 1 7 7
Coney Island
(2117) 4 5.48 5.4 4.12**
Bixler (2121) 5 2
Winter Island
(2122) 0 5 1.5
Dutch Slough
(2137) 2 3.8 3
Contra Costa
County Delta
Total
10,889
139.48
(126.78
Agriculture
12.7 Urban)
79.2 43.97 18.9
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LAFCO’s MSR relies on self-reporting from these districts to evaluate their financial and
administrative ability to maintain the integrity of the levees. In assuring that their levees
perform adequately, all of these districts face similar challenges, financial and
otherwise, in dealing with the risks. As levee conditions are extremely dynamic,
conditions reported at one time will not necessarily be accurate a relatively short time
later. While the County’s levees are performing adequately now, constant and proper
management of hazards is essential to maintain that performance.
Physical hazards. Levee breaches typically result from impairment of the levee by any
one or a combination of the following:
uneven settling or subsidence,
wind and/or wave action on the water side of the levee, with the added risk that
unrepaired flooding of one island can increase the intensity of wind and/or wave
action on surrounding islands due to the wider expanse of open water,
erosion of the “crown” (i.e., the top) or dry side of the levee,
trees that may pull out significant soil from the levee if toppled by storm activity,
vegetation that may die and leave a conduit for water into or through the levee,
activities of burrowing rodents, and/or
human activities, including construction on or through the levee itself or damage
to ancillary equipment, such as pumps.
These hazards, other than human activities, can be successfully managed by regular
and frequent monitoring and prompt repair when discovered. To accomplish this, those
districts that have levee superintendents or district managers who perform the functions
of levee superintendent, typically conduct regular, frequent levee patrols. These patrols
look for signs of physical hazard, and watch for any unexpected seepage. A certain
amount of seepage is normal, and it takes a combination of experience, familiarity with
levees, and knowledge of past problem areas to recognize abnormal seepage, and to
recognize the early signs of the above hazards.
Challenging as this is, there is no “school for levee maintenance” or any other
authoritative training program or textbook to guide levee superintendents. The job of
levee superintendent can only be learned by doing, preferably under the initial
supervision of or at least consultation with an experienced incumbent. The only other
reference source for levee superintendents is the districts’ consulting engineer, who is a
valuable, but costly, resource. The levees in districts that have little or no population
and/or only minimal financial resources are at a greater risk since these districts seldom
have the staff to do regular levee patrols. They typically rely on the property owners,
who have a stake in the integrity of the levees to protect their property interests, and a
consulting engineer, who may serve several reclamation districts. In these instances,
the consulting engineer becomes even more important.
Even with the availability of a consulting engineer, levee inspection and maintenance is
not easy. In addition to distinguishing normal seepage from problematic seepage, and
noting early indications of the latter, the levee superintendent must balance levee
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inspection and maintenance with environmental concerns. For example, the tall grass
that grows on most levees helps to prevent erosion, but requires mowing to prevent
overgrowth obscuring the levee surface and hampering visual inspection of the levee.
However, wildlife regulations may prohibit mowing during the spring nesting season for
certain birds. The levee maintenance program must address this seasonal prohibition
and schedule mowing accordingly.
Further, other wildlife regulations provide that levee maintenance may not cause any
“net loss of habitat”. Whenever maintenance requires removal of habitat to facilitate
inspection, do preventative work, or make minor repairs, regulations require “mitigation,”
i.e., implanting or expanding similar habitat. Some districts, such as Bethel Island, have
their own mitigation site, where they plant replacement vegetation. Other districts make
use of “mitigation banks” which are independent sites located elsewhere from the
district where the district can pay for planting and maintenance of habitat equivalent to
that which they cannot directly replace.
In addition to the long learning curve for new levee superintendents, lack of equipment
or supplies can hamper timely performance of repair work. Most districts maintain
stockpiles of basic supplies such as sand for sandbags, shovels, gravel, and plastic
sheeting. Districts place these supplies at strategic locations near particularly
vulnerable portions of the levee and at the district equipment yard. Some districts are
unable to afford to maintain a full complement of supplies, such as adequate quantities
of rock for “riprap” (the rocks that line and buffer the wet side of the levee from wave
action) and heavy equipment, such as earthmoving equipment. Where necessary,
districts rely on informal mutual-aid agreements.
Human activities that can endanger a levee's integrity pose special challenges. These
activities include construction work on the levee, driving or parking heavy vehicles in
inappropriate places on the crown of the levee, and vandalism and theft of copper wiring
and other materials from pump stations. Such damage occurs primarily in those
districts that have a significant number of full-time residents. As those districts have
become aware of the potential risk, they have tried to take appropriate precautions,
such as burglary preventions at the pump-houses, and the use of inspections and
permitting procedures to control construction activities.
Districts such as Bradford Island, which is only accessible by ferry, or Jersey Island,
where the population of three is supplemented only by day-visitors who come to the
Island to fish, hike, or bird-watch, are able to adeptly control human hazards to the
levees. Other districts, such as Bethel Island or Hotchkiss Tract, have a significant
number of permanent, fulltime residents, many of whom have homes built in close
proximity to the levees. For most of these homes, the levee is essentially part of their
“yard”. Nearly all of them have boat docks on the water side of the levee, accessed by
crossing the crown of the levee. In the more populated districts, the usual control on
human activities that affect the levee is through an “encroachment” permitting process.
The permitting process involves the district’s board, in consultation with the levee
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superintendent, district manager, and/or consulting engineer, verifying that permitted
construction does not potentially impair the structural integrity of the levee.
GJ photos: Pictures of levee crowns
However, many district homeowners are not fully aware of, have forgotten, or may have
chosen to disregard the district’s permitting procedures. Older structures may pre-date
current standards and protocols. The levee superintendent or district manager must
watch for violations as part of the regular levee patrol, and explain to violators why the
activity in question endangers the integrity of the levee, and therefore the safety of all
residents. (See Appendix 2 for a typical permit application with instructions for
application and approval.) Websites can offer a means of easy access for residents
seeking information and an application form. However, only five Districts have a
website. In the others, residents or prospective residents must go to the District office –
not always located in the District itself – for forms, instructions, and answers to
questions related to construction permit requirements.
Attempting to stop individual violations of permit procedures on a case-by-case basis is
something of a “Band-Aid” approach to levee safety. A better approach to encourage
compliance with current levee standards and protocols, as well as to encourage
homeowners about to undertake major remodeling that they should upgrade to current
standards, is to educate the population about the reason for the levee standards and
protocols in the first place, the dangers of a flood. In addition to levee protocols and
regulations prepared and enforced by each reclamation district, there are numerous
resources available that describe the hazards facing all levees and the potential
dangers to all residents if these hazards are not properly managed. Greater
understanding of the reasons for the rules should bring more willing adherence to levee
protocols and construction standards.
One particularly good resource, not specific to the County but providing a good basic
explanation of facts about levees and necessary precautions that should be taken to
maintain them, is a 2010 brochure prepared by the American Society of Civil Engineers,
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“So, You Live Behind a Levee”. It can be found and downloaded from their library at
www.ASCE.org. Other brochures are available online or in hard copy from DWR,
county and/or city flood control divisions, and at many district offices. One more
excellent although generic (i.e. lacking consideration of California’s unique
environmental requirements) resource, geared as much to levee owners and/or
operators as to residents, is USACE’s “Levee Owner’s Manual for Non-Federal Flood
Control Works, available at www.nfrmp.us/docs/USACE.
Additionally, there are a number of levee safety videos produced by DWR, and some by
the Army Corp of Engineers that address basic concerns that apply to both project and
non-project levees. One such video is “How Levees Fail, How We Fix Them”, available
on YouTube or at www.floodassociation.net/resources.
County flood control divisions and planning departments also have available a number
of brochures about the National Flood Insurance Program. This program emphasizes
the precautions necessary when living in a flood plain. Federal mortgage lenders
require that borrowers living near levees that are not FEMA certified and accredited
levees (those that meet the highest construction standard for urban levees) obtain flood
insurance coverage.
Likewise, educational sessions about emergency flood response programs can serve a
dual purpose. Residents who participate in these sessions will have heightened
awareness of the potential dangers posed by floods. They are better prepared to react
appropriately in such an event. The residents also gain a better understanding of the
reasons for levee regulations and protocols, and so are less likely to circumvent the
district permitting process.
Lack of staff impedes aggressive outreach such as that done in neighboring
Sacramento County, which holds a “Flood Fair” each October, in recognition of “Flood
Preparedness Month”. There are also other, less resource-intensive forms of
educational outreach such as seasonal mailers or online bulletins. A problem with
mailers though, is that without already high public awareness, recipients often discard
them unopened. Including them with other timely (pre-storm season) “high-interest” or
mandatory mailings from other County departments or agencies, such as property tax
bills or voter information, could increase their effectiveness in raising public awareness.
Those districts that publish newsletters or have websites often include flood-safety and
emergency response bulletins just ahead of storm season. Their newsletters can also
include explanations of the specific need for and intended uses of the benefit
assessments that appear in residents’ property tax bills. (See Appendix 3 for just such
a sample newsletter.) All these educational or informative efforts have the potential to
heighten awareness of the potential flood danger and increase residents’ understanding
that the actions of one affect the safety of all – powerful motivation to follow and support
levee regulations and protocols.
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Financial Challenges and Available Support. Many reclamation districts lack the
financial resources to do more than basic maintenance work. The expense of
improvements that would bring their levees to a higher standard is often beyond their
capacity. Although expensive, these improvements are necessary to prevent
overtopping during major storms, especially storms that occur in concert with unusually
high seasonal tides (known as “King tides”). The majority of the funding for the work
comes from the property owners themselves. This can be a severe hardship for those
districts with relatively small numbers of property owners. These smaller districts often
struggle to find funds for even basic needs. (See Appendix 3, a Bradford Island
newsletter and informational insert explaining their Prop 218 assessment.)
Several sources of financial support are now available from the State, through DWR, to
supplement the assessment-based revenue of the districts: the Subventions Program,
special projects grants, and Directed Actions.
Subventions program – This is a cost-sharing program, with the State currently
reimbursing 75% of the cost of qualified levee maintenance work after the first
$1,000 per mile. However, the reimbursement is limited to levee maintenance,
not to support of ancillary equipment, no matter how essential that equipment
might be. For example, clearing ditches of vegetation is eligible, but not pump
repair.
It is also important to note that the reimbursement cycle is nearly two years For
example, a proposal submitted by July 1, 2015, for the 2015-16 fiscal year, will
receive formal acceptance by November 1, 2015. Before receiving
reimbursement from the State, the district submits final invoices after the close of
the fiscal year on June 30, 2016. Next, DWR and the Department of Fish and
Wildlife (DFW ”) physically inspect the work to confirm that it was done according
to the application and also to confirm that there was no net loss of habitat. After
any challenges, appeals, and/or discussion, DWR authorizes payment of the final
invoices, to the extent that it accepts the work. Actual disbursement of funds to
the District may not occur until well into the spring of 2017.
This two-year reimbursement cycle presents challenges to small districts, as
does the responsibility for paying 25% of the costs (plus first $1,000 per mile).
The Districts have little if any funding other than assessments to pay the costs of
the first two-year cycle. Once through that first two-year cycle, they can usually
manage the reimbursement cycle on a rolling year-to-year basis. However, the
25% of the cost remains a financial challenge every year. Further, California
Prop 1E, which funds this program and supports most of the basic maintenance
work, is due to sunset this year. Many districts’ plans hinge on the outcome of a
current proposal to remove that sunset.
Special Projects funding – DWR sends out a request for proposals for levee
improvement projects when they know how much is available in a given year,
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i.e., $60 million this past fiscal year, with a limit of $15 million per district per
project. The districts’ proposals, first a short form and then a complete
application with engineering specifications and drawings, go through two
sequential grading and ranking processes. Staff engineers and biologists
evaluate the proposals, assigning points based on priorities set forth in the Delta
Reform Act.
Special projects require less cost share by the district, i.e. typically 10% retained
and 90% reimbursed, and may allow some advance partial funding, depending
on the scope of the project. The documentation requirements are greater than
for the Subventions Program. For the most part, districts submit monthly status
reports and invoices, and obtain DWR approval before paying the contractor for
completed work.
Directed Actions – This program is a “special circumstances” program. In the
face of a pending or potential emergency with implications for the state water
supply, the DWR Director can authorize funding for emergency action. Examples
include the repairs to the Bradford Island levee damaged by the ship collision in
2009, and an agreement with Jersey Island to make emergency improvements in
preparation for the December 2005/January 2006 “Pineapple Express” storm
front. Had that winter storm overtopped the levees of Jersey Island, it is highly
likely that additional islands would have also flooded and thus endangered the
water supply for the State.
The table below shows the amounts received by each district through the Subventions
and Special Projects Programs, in dollars and as a percent of total district revenues.
Revenue other than that from these state programs is comprised of the assessments
received from district property owners. The difference in non-State-funded revenue
between the more populous districts (i.e. Bethel Island, Hotchkiss, and Byron) and the
less populous districts reflects the financial advantage of a larger assessment base.
However, the financial needs of the smaller districts for levee maintenance and
improvement are not proportionately less. In fact, the smaller districts are just as likely
to contain, and be responsible for protecting, key infrastructure and/or to provide a
barrier to seawater intrusion
(Information provided by LAFCO MSR 2015)
Reclamation District
Name and Number
Total
Revenues
Subventions
Program
(SP)
Special Projects
Program
(SPP)
Percent of Total
from State
Bethel Island Municipal
Improvement (BIMID)
2012-2013 $553,746 $130,653 $6,762 24.8%
2013-2014 $543,271 $66,934 $30,440 17.9%
Hotchkiss (799)
2012-2013 $513,910 $87,825 0 17.0%
2013-2014 $681,759 $76,003 $165,340 35.4%
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Increasing urbanization where development is allowed (i.e. in the Delta Secondary
Zone) offers potential for financial benefit beyond the increased revenue generated by a
parcel assessment on new district residents. As developers seek approval to build new
communities, the appropriate planning agencies can consider including financial support
of existing levees in the requirements for approval. For example, the East Cypress
Corridor Plan approved by the City of Oakley for development of annexed land located
in the interior of Hotchkiss Tract (Reclamation District 799) included $11 million for
reconstruction, improvement, and pump replacement for existing levees. This funding
was in addition to the cost borne by the developer in building a new FEMA certified and
accredited interior “ring” levee surrounding the Summer Lake Development.
It is important to note that FEMA certification and accreditation do not require physical
inspection of the levee. Certification is based on FEMA’s review of documentation that
the levee meets design construction standards for at least the one-percent-annual
chance (or “100-year”) flood. Accreditation requires confirmation of the adequacy of the
Byron (800)
2012-2013 $1,487,371 $128,341 0 .09%
2013-2014 $1,451,294 $31,295 0 .02%
Jersey Island (830)
2012-2013 $4,235,078 $232,273 $3,437,133 86.6%
2013-2014 $3,738,175 $881,860 $2,300,000 85.1%
Orwood/Palm (2024)
2012-2013 $3,366,749 0 $3,050,412 91.6%
2013-2014 $524,506 $67,880 $140,939 39.8%
Webb (2026)
2012-2013 $615,689 $201,683 0 32.8%
2013-2014 $2,456,735 Included in SPP $2,256,677 91.9%
Bradford (2059)
2012-2013 $2,229.692 $6,358 $1,916,597 86.2%
2013-2014 $523,123 $192,672 0 36.8%
Veale (2065)
2012-2013 $63,762 0 0 0
2013-2014 $531,720 $33,620 $399,600 81.5%
Quimby Island (2090)
2012-2013 $151,716 $76,716 0 50.6%
2013-2014 $106,407 $103,872 0 97.6%
Coney Island (2117)
2012-2013 Not Reported Not Reported Not Reported 0
2013-2014
Bixler (2121)
2012-2013 $5,000 0 0 0
2013-2014 $5,000 0 0 0
Winter Island (2122)
2012-2013 Not Reported Not Reported Not Reported 0
2013-2014 Not Reported Not Reported Not Reported 0
Dutch Slough (2137)
2012-2013 $750,395 $560.315 0 74.7%
2013-2014 $1,111,946 $910.316 0 81.9%
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operation and maintenance plan provided by the levee owner. As FEMA’s own
literature states: “Levee certification does not warrant or guarantee performance, and it
is the responsibility of the levee owner to ensure the levee is being maintained and
operated properly.” FEMA further states: “FEMA accreditation is not a health and safety
standard – it only affects insurance and building requirements.”
Future Opportunities. As noted above in the “Background” section, many other entities
besides residents of the districts benefit from the protection of the levees. State and
local agencies are now discussing how a broader population of such beneficiaries might
equitably share in the cost of maintaining and/or improving these levees.
In March 2016, the Delta Protection Commission began a workshop that includes a
series of meetings tasked with developing a fair system of “beneficiary-pays” funding for
needed levee maintenance and improvements. This is in conjunction with the Delta
Stewardship Council’s Delta Levee Investment Strategy, also still in progress, that is
trying to assess the value of all assets – including key infrastructure --- within each
reclamation district, protected by each district’s levees. The “beneficiary-pays”
workshop expects to conclude by June 2016. It then will make recommendations to the
Delta Stewardship Council. The Council will give the recommendations consideration in
pursuing future legislation, but there is no certainty the recommendations will be
implemented.
In the meantime, Contra Costa Water District has spearheaded an interagency
cooperative venture to accomplish much-needed improvements to the levees in Bacon
Island (Reclamation District 2028), which is adjacent to the County, lying within San
Joaquin County. Reclamation District 2028 submitted the application to DWR for
Special Project funding to improve 4.7 miles of levee along Old River and to create
areas of native grassland and scrub shrub habitat. Reclamation District 2028 will be the
contracting agency with DWR and provide in-kind funding through staff time and land
taken out of production for habitat and levee materials. Others that will benefit from the
project also will help to finance it through funding or in-kind services.
In February 2015, DWR selected this project for $10.2 million in grant funding,
approximately 97% of the project cost of $10.57 million. The beneficiaries of the project
will participate as follows:
Reclamation District 2028 will be responsible for the environmental review,
permitting, design and implementation.
Alameda County Water District, Contra Costa Water District (CCWD),
Metropolitan Water District, Santa Clara Valley Water District and Zone 7 will
provide monetary contributions to the Project.
East Bay Municipal Utility District and San Francisco Public Utilities Commission
will provide in-kind technical support and implementation support.
CCWD will serve as the fiscal agent for the agencies’ financial contributions.
Pacific Gas & Electric (PG&E) will provide in-kind service through relocation of a
high-pressure natural gas line and overhead electrical lines.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 403
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Where do we go from here? The answer to the “if or when” question posed at the
beginning of this report depends on what we do locally to protect the County’s Delta
levees while agencies with the authority to set policy continue to debate issues that will
determine the long-term future of the Delta. Meantime, we all have a stake in the
integrity of the existing levees. They are today’s line of defense against flooding with
catastrophic potential for Contra Costa County and for much of the State as well. We
must all pay attention to, and encourage support of the everyday, practical and sensible
activities that keep these levees safe, to the benefit of all of us.
FINDINGS
F1. The portion of the Delta that lies within Contra Costa County includes six of the
eight western islands, deemed by the State to be of particular importance to
preventing seawater intrusion that would impair the quality of water for nearly two-
thirds of the State, including much of the East Bay area.
F2. Loss (i.e. submersion) of any of the six islands in the Delta within Contra Costa
County has potential to affect adversely much more than just Contra Costa
County.
F3. Key infrastructure located within the Contra Costa County reclamation districts
benefits the entire County, including major County roads and highways, a rail-line,
PG&E power transmission lines, natural gas wells, petroleum pipelines, Contra
Costa Water District intakes, pumping stations, and portions of both the Contra
Costa Canal and EBMUD’s Mokelumne aqueduct.
F4. The levees in the County’s portion of the Delta have been built up or otherwise
strengthened on a piecemeal basis over the century or more of their existence.
F5. Because the levees remain vulnerable to natural hazards and human activities,
they require constant vigilance – i.e., frequent inspection coupled with timely
maintenance and prompt repairs.
F6. The Army Corp of Engineers inspects federal levees, as well as non-federal levees
that qualify for the Rehabilitation and Inspection Program.
F7. All of our County’s levees are non-federal levees and the only non-federal levees
in the County that qualify for participation in the Rehabilitation and Inspection
Program are in Holland and Byron Reclamation Districts.
F8. The only levees in the County that are independently evaluated for structural
integrity are those in Reclamation Districts 800 and 2026, Holland and Byron.
F9. LAFCO’s MSR of the reclamation districts, which it performs every 5-years,
focuses on financial and administrative management of the districts.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 404
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F10. LAFCO relies on self-reported information from the districts, without physical
inspection, to evaluate how well the districts are maintaining the integrity of the
levees for which they are responsible.
F11. There is no formal or standardized educational or training resource available to the
districts for levee inspection, maintenance, and repair, which can support new
levee superintendents or managers while they acquire the experience to recognize
problems early, learn how to appropriately respond, and learn how to balance
environmental regulations with maintenance protocols.
F12. Levee management requires recognizing seasonal timeframes and juggling
multiple deadlines, including preparing for storm season and the “no-mowing”
period, when local bird populations nest, as well as timely application for the
subvention and/or special projects funding programs.
F13. Unpermitted encroachments can hinder visual inspection of the levee surface and
create new structural weaknesses or potential conduits for seepage.
F14. Education about the potential danger of unpermitted encroachments can be a
highly effective management tool for mitigating this type of hazard because
increased understanding of the potential consequences of such encroachments
can support longer-term adherence to levee regulations and protocols.
F15. Since early recognition of potential trouble spots and prompt repair work are critical
to maintaining levee integrity, while resources for levee patrols are limited, the
presence of an educated and aware residential population can supply additional
eyes to provide the constant vigilance that is crucial to safeguarding the levees.
F16. In addition to permitting procedures and intermittent newsletters, there are other
opportunities to educate the public, and especially residents of reclamation
districts, about the hazards that can damage or impair the levees.
F17. Explaining the hazards to levees by multiple means at appropriate times -- i.e., just
before the start of storm season in the fall – can help to keep awareness at a
heightened and effective level.
F18. Efforts to educate and raise public awareness could be enhanced by cross-
departmental and/or cross-agency cooperation such as including Flood Control
safety bulletins with other seasonally appropriate, apt-to-be-read or mandatory
mailings such as property tax bills or voter information packets.
F19. It takes nearly 2 years from the application date for reclamation districts to receive
reimbursement for levee maintenance work approved by DWR under the
Subventions Program.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 405
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 21
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F20. The cost of the initial funding required of reclamation districts under DWR’s
Subventions Program can be prohibitive for some reclamation districts, resulting in
under-utilization of this highly beneficial program.
F21. Some reclamation districts that are unable to maintain the staff, equipment, and
material stockpiles needed for emergency major repairs, rely on informal mutual-
aid arrangements.
F22. Planning agencies can require that developers who seek to develop areas within
reclamation districts financially contribute to existing levees as a condition of
approval of their proposed developments, as was done with the East Cypress
Corridor Plan for residential development in the interior of Hotchkiss Tract,
Reclamation District 799.
F23. The feasibility of interagency cooperative ventures to accomplish levee
improvements has been demonstrated by multi-agency coalition for to improve the
levees in Reclamation District 2028, Bacon Island.
RECOMMENDATIONS
R1. After identifying the necessary funding, LAFCO should consider including
independent physical inspections of levee conditions, in addition to the self-
reported evaluations of the conditions, in the MSRs of all County reclamation
districts, if necessary by hiring an independent engineering firm to perform this
function.
R2. After identifying the necessary funding, the County reclamation districts should
collaborate in establishing and supporting a shared website, possibly approaching
one of the Districts that already has a website to take the lead. This website
should include “Best Practices”, a calendar of date- or seasonal-specific tasks,
such as preparation for nesting season when certain work is prohibited, and dates
when Subventions Program applications are due, and a common log of significant
levee incidents to identify and track historical trouble spots.
R3. After identifying the necessary funding, the County reclamation districts should
consider taking turns hosting a short, local, annual conference for all District Board
members and staff. Each conference should include an educational presentation
on a matter of common interest, such as changes in regulations or levee
standards, new technology or procedures for levee work, new sources of funding,
and/or most effective techniques for successful grant applications.
R4. After identifying the necessary funding, reclamation districts should consider
adding a “training module” for new and re-elected Board members to their required
governance training (i.e. Brown Act and Ethics). This “module” or session should
cover the district’s levee regulations and protocols, the consequences of
noncompliance with regulations and protocols, flood preparedness, and
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 406
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 22
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emergency response training – or at minimum a “back to basics” session with the
consulting engineer to cover these concerns.
R5. Reclamation districts should formalize, or at a minimum document, all “Mutual Aid”
agreements for future reference as reclamation district personnel change over
time.
R6. After identifying the necessary funding, the County Tax Collector should consider
including informational material on flood preparedness or levee safety precautions,
available at no charge from our County Flood Control or Central Valley Flood
Control Agency or DWR, with every property tax bill that has an address within a
reclamation district.
R7. After identifying the necessary funding, the County Clerk Recorder should consider
including informational material on flood preparedness or levee safety precautions,
available at no charge from our County Flood Control or Central Valley Flood
Control Agency or DWR, with election materials sent to addresses within a
reclamation district.
R8. After identifying the necessary funding, the Board of Supervisors should consider
directing the County Planning Department to provide each applicant for new
construction or major remodeling in unincorporated areas within a reclamation
district with a brochure or direction to an online website explaining levee safety
rules and regulations, along with the reasons for same, applicable to their
particular reclamation district and to require that each applicant confirm receipt of
the brochure or link to website by initialing.
R9. The Oakley City Council should direct the Oakley Planning Commission to provide
each applicant for new construction or major remodeling within a reclamation
district in the City of Oakley with a brochure or direction to an online website
explaining levee safety rules and regulations, along with the reasons for same,
applicable to their particular reclamation district and to require that each applicant
confirm receipt of the brochure or link to website by initialing.
R10. The Board of Supervisors should consider directing the appropriate planning
and/or land use departments to follow the precedent established by the East
Cypress Corridor Project and condition approval of proposals for new residential or
commercial development, where allowed on any unincorporated County land in a
reclamation district, on financial support of the existing levees.
R11. The City of Oakley should consider following the precedent established by the East
Cypress Corridor Project and conditioning approval of proposals for new
residential or commercial development, where proposed on Oakley’s annexed land
in a reclamation district, on financial support of the existing levees.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 407
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 23
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R12. After identifying the necessary funding, the Board of Supervisors should consider
directing the County’s Transportation, Water, and Infrastructure Committee to
establish a task force or initiate a staff study to investigate ways to encourage and
facilitate grant-seeking coalitions of urban water agencies and/or other
beneficiaries of the levee system, on smaller-scale projects with shorter time
horizons than those currently being investigated by the Delta Protection
Commission (i.e. similar to but including even smaller-scale projects than the
Bacon Island improvement coalition).
R13. After identifying the necessary funding, the Board of Supervisors should consider
directing the County’s Transportation, Water, and Infrastructure Committee to
establish a task force to investigate possible ways for the less-advantaged
reclamation districts to obtain interim funding, including but not limited to grants or
low-interest rate loans, to cover the initial two-year lag-time to obtain
reimbursement for essential levee maintenance work from the Subventions
Program.
REQUIRED RESPONSES
Findings Recommendations
Contra Costa County LAFCO 9, 10 1
The Board of Trustees of Bethel Island
Municipal Improvement District 4, 5, 11 – 17, 21 2 - 5
The Board of Trustees of Reclamation
District 799 (Hotchkiss Tract) 4, 5, 11 – 17, 21 2 - 5
The Board of Trustees of Reclamation
District 800 (Byron Tract) 4, 5, 11 – 17, 21 2 - 5
The Board of Trustees of Reclamation
District 830 (Jersey Island) 4, 5, 11 – 17, 21 2 - 5
The Board of Trustees of Reclamation
District 2024 (Orwood/Palm Tract) 4, 5, 11 – 17, 21 2 - 5
The Board of Trustees of Reclamation
District 2025 (Holland Tract) 4, 5, 11 – 17, 21 2 - 5
The Board of Trustees of Reclamation
District 2026 (Webb Tract) 4, 5, 11 – 17, 21 2 - 5
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 408
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 24
Grand Jury Reports are posted at http://www.cc-courts.org/grandjury
The Board of Trustees of Reclamation
District 2059 (Bradford Island) 4, 5, 11 – 17, 21 2 - 5
The Board of Trustees of Reclamation
District 2065 (Veale Tract) 4, 5, 11 – 17, 21 2 - 5
The Board of Trustees of Reclamation
District 2090 (Quimby Island) 4, 5, 11 – 17, 21 2 - 5
The Board of Trustees of Reclamation
District 2117 (Coney Island) 4, 5, 11 – 17, 21 2 - 5
The Board of Trustees of Reclamation
District 2121 (Bixler Tract) 4, 5, 11 – 17, 21 2 - 5
The Board of Trustees of Reclamation
District 2122 (Winter Island) 4, 5, 11 – 17, 21 2 - 5
The Board of Trustees of Reclamation
District 2137 (Dutch Slough) 4, 5, 11 – 17, 21 2 - 5
The Contra Costa County Tax Collector 16 - 18 6
The Contra Costa County Clerk Recorder
Elections Division 16 - 18 7
The Contra Costa County Board of
Supervisors 1 - 3, 19, 20, 22, 23 8, 10, 12, 13
The Oakley City Council 1 – 3, 19, 20, 22 9, 11
These responses must be provided in the format and by the date set forth in the cover
letter that accompanies this report. An electronic copy of these responses in the form of
a Word document should be sent by e-mail to epant@contracosta.courts.ca.gov and a
hard (paper) copy should be sent to:
Civil Grand Jury – Foreperson
725 Court Street
P.O. Box 431
Martinez, CA 94553-0091
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 409
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 25
Grand Jury Reports are posted at http://www.cc-courts.org/grandjury
APPENDIX 1: Delta Levee Standards
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 410
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 26
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August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 411
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 27
Grand Jury Reports are posted at http://www.cc-courts.org/grandjury
APPENDIX 2: SAMPLE PERMIT APPLICATION
For District Use
Application No. ___________
Application Fee $__________
APPLICATION FOR ENCROACHMENT PERMIT
1. Name and Address of Property Owner/Applicant:
Name of Owner/Applicant Address - ZIP Code Telephone No.
____________________________ _______________________________________ _____________
____________________________ _______________________________________ _____________
2. Location - Assessor's Parcel No. _____________________ District Tract No. _______________________
3. Description of encroachment ______________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
4. Required Exhibits - Please check those items submitted:
a. _____ Location or vicinity map, to scale, showing location of proposed work in relation to
known topographic features, to allow visitation to site and inspection of work.
b. _____ A complete plan of the proposed work to scale, showing dimensions, and relationship of
the proposed work to adjacent levee or waterway.
c. _____ One or more cross sections of the levee, berm and waterway area with dimensions and
elevations of the levee crown, levee toes, floodplain, low water, etc., with reference to a
District identified bench mark (see Section VIII.7b of the District Regulations) should be
indicated. Reference may be made to the District levee survey, where applicable.
d. _____ Profile of existing or proposed levees, fills, or other obstructions on the levee or in the
waterway or overflow areas with reference to a known datum.
e. _____ Additional plans, sections, details which might be pertinent or useful in regard to the
review of this application.
f. _____ Proposed schedule of construction for development or project.
g. _____ Provide any additional information that may assist the District in evaluating the proposed
project’s effect on the District’s levee and the District’s ability to normal maintenance
and maintenance during times of emergency.
The undersigned Property Owner/Applicant agrees to reimburse the District for its costs and expenses associated
with the review of this Application.
Property Owner/
Applicant’s Signature(s)________________________________________________ Date _____________________
The Applicant is advised to consult with the District about encroachment limitations before
preparing this application. This Application must be signed by the Property Owner.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 412
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 28
Grand Jury Reports are posted at http://www.cc-courts.org/grandjury
APPENDIX 3: SAMPLE (BRADFORD ISLAND) NEWSLETTER WITH
PROP 218 ASSESSMENT INSERT
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 413
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 29
Grand Jury Reports are posted at http://www.cc-courts.org/grandjury
Proposition 218 (Insert)
The District realizes that there may be some confusion regarding the Proposition 218 assessment
election that was recently conducted and which passed by majority vote. The following information is
provided to help clarify the issue.
District Finances: Contra Costa County is the de facto Treasurer of Bradford Reclamation District 2059
(the District). As such, the assessments levied by the District are collected by the County twice a year
along with the parcel property tax and any other special fees. Beginning this year, you will see two District
assessments on your tax bill—CB and TU. See Example Figure 1
Assessments: Code CB represents the $313,605 assessment passed on May 4, 2010 that sunsets after
this year. Starting in fiscal year 2016/17 (July 1, 2016 – June 30, 2017), assessment Code CB rolls back
to the 2009/10 maximum assessment of $158,000 and continues at that rate forever—it cannot be
raised.
Code TU - O&M (Operations and Maintenance) represents the supplemental $232,406.90 assessment
approved on August 4, 2015 which begins fiscal year 2015/16 and sunsets in five years. See Figure 2 If
you would like to know what your 2009/2010 rate plus your new O&M (Operations and Maintenance)
supplemental rate will be, please email a formal request to the District Manager at
angelia_bradford@sbcglobal.net.
The combined assessment will be at its highest rate ($313, 605 + $232,406.90 = $546,011.90) for ONLY
ONE (1) year—the 2015/16 fiscal year. From that point forward, the District’s annual assessment through
2019/20 will be $390,406.90, just $76,801.90 more than the 2010 Proposition 218 assessment. See
Fig. 2
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 414
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 30
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Your assessment dollars are used
to fund the operation, maintenance
and improvement of the District’s
flood control works to include its
levees, ditches, and pump station.
In addition, the assessments fund
the District general operations to
include administration, contract
services and the ferry.
The economic downturn starting in
2008 had a substantial impact on
the District. Numerous landowners
experiencing difficulty paying their
annual assessments, a pump
station desperately in need of
repair, increasing ferry repair bills, a
ship running into the levee and a
devastating fire on the island all
contributed to financial problems for
your District. The current
assessment was not sufficient to
cover District obligations.
The first Prop 218 to raise the
landowner assessment cost the
District ~$35,000 and took two
attempts to pass. The 1st attempt in
February 2009 failed to pass. The
2nd attempt in May 2010 passed,
but with a rollback in 5 years to
2009-2010 assessment rates—
obligating the District to another
Prop 218 in fiscal year 2014-2015
and costing the District another
$45,000+.
Between 2010 and 2015, a new
pump station was built at a cost of
$365,000 and we finished the levee
upgrade project. On the downside,
old debts had gone too long, the
District paid out $49,000 in claims
from the levee upgrade project,
OES and the Bank of Stockton were
calling its debts, and the State and
County had serious reservations
about the District’s financial ability
to continue.
RD 2059 PROPOSITION 218 FINANCIAL FACTSHEET
2009 Proposition 218 Failed Attempt: Public hearing for voting on
February 9, 2009 to increase assessment beginning in fiscal year 2009-
2010 and continue indefinitely. The total maximum assessment would be
$295,000. Highlights include:
Capital Improvement Assumptions:
Year 1 Pump Station relocation/reconstruction of $682,062.60
paid off by 2028-2029
Year 1 Non-reimbursable Subventions Ditch cleaning and culvert
repair of $148,593.68
Debt Service Assumptions:
Year 2 begin annual P&I payment of $95,300 on short term loan
of $830,656.28 assuming 15 yr @8%
Outstanding OES (Office of Emergency Services) debt from
1983 flood ($50,000) not included in debt reduction model
Outstanding DFA (Delta Ferry Authority) debt not included in
debt reduction model
Budget Assumptions:
Year 2 addition of UnReimbursable Levee Maintenance (annual
Ditch Cleaning) $7575.97 with 5% escalation
Year 2 Expanded Ferry Service $15,000
Rent, utilities, telephone, postage, etc not included in District O
& M
2010 Proposition 218 (CB): Public hearing for voting on May 4, 2010 to
increase assessment beginning in fiscal year 2010-2011. The total
maximum assessment would be $313,605. Highlights include:
Assessment Ballot Propositions:
Proposed maximum annual assessment subject to an annual
increase of 1.5% and shall expire after fiscal year 2015-2016.
Beginning with fiscal year 2016-2017, the maximum annual
assessment shall revert back to the 2009-2010 maximum annual
assessment rates
Replacement of the pump station by September 30, 2011 a
condition or the maximum annual assessment shall revert back
to the 2009-2010 maximum annual assessment rates
The above propositions were conditional for a yes vote by
Rosetta Resources, the current mineral rights holders
Capital Improvement Assumptions:
Year 1 Pump Station relocation/reconstruction of $682,062.60
paid off by 2028-2029
Year 1 Non-reimbursable Subventions Ditch cleaning and culvert
repair of $148,593.68
Year 1 Prop 218 proceeding of $32,020
Debt Service Assumptions:
Year 2 begin annual P&I pmt of $95,300 on short term loan of
$862,676.28 assuming 15 yr @8%
Outstanding DFA (Delta Ferry Authority) debt ($41,740) not
included in debt reduction model:
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 415
Contra Costa County 2015-2016 Grand Jury Report 1607 Page 31
Grand Jury Reports are posted at http://www.cc-courts.org/grandjury
The current board began paying
down all debts in fiscal year 2013 –
2014 and in two years has reduced
its debt load by 50%--preventing the
State from taking over the District.
Remember, your Board members
are landowners just like you. They
pay the same assessments and are
not reimbursed for their time, travel,
or attendance at any meetings.
We believe the SUPPLEMENTAL
(TU) assessment will go down
because:
Pending collection of
$81,805.82 in past due
assessments, the pump
station debt is reduced to
$112,067.18
All additional debt paid from
pending foreclosure sale
(past due assessments on
parcels)
With the debt reduced
early, the Board has the
option to reduce the
assessment (proviso that
future Boards act
responsibly)
In closing, it is important to
remember the District may not exist
in 5 years due to pending State
strategic initiatives; funding for the
island will probably be radically
different in 5 years which made a 5
year sunset to the August Prop 218
not a mistake but a necessity.
Outstanding OES (Office of Emergency Services) debt from
1983 flood ($50,000) not included in debt reduction model
Carr and Ferrell legal invoices not included in debt reduction
model (~ $130,000)
Budget Assumptions:
Additional hours for District Administrator approved by Board not
captured in budget
Year 2 addition of UnReimbursable Levee Maintenance (annual
Ditch Cleaning) $7575.97 with 5% escalation
Year 2 Expanded Ferry Service $15,000
2015 Proposition 218 (TU): Public hearing for voting on Aug 4, 2015 to
increase assessment beginning in fiscal year 2015-2016. The total
maximum assessment would be $232,406.92. Highlights include:
Assessment Ballot Propositions:
Final maximum annual assessment reduced by $97,105.26 from
initial proposed maximum annual assessment of $329,512.18
based on landowner input from two public workshops as well as
two special Trustee Board meetings
A 5-yr sunset provision added based on landowner input, a
review of strategic initiatives impacting the District, the
anticipated reduction in ferry expenses due to the DWR funded
upgrades to the Victory II, and the District’s improved financial
status due to its 50% debt pay down over the last two years
Revenue Assumptions:
$0 revenue from ferry tickets since unknown quantity.
Landowners (according to Contra Costa County Assessor’s
Office listed as owner of parcel) no longer pay usage fee
(tickets)
Debt Service Assumptions:
OES debt (paid $32,200 since Mar 2012) to be paid off in fiscal
year 2015-2016
Carr and Ferrell $76,500 settlement paid in $10,000 annual
installments (first installment paid 2014-2015 fiscal year)
Bank of Stockton debt (paid $326,127 since 2014) retire $23,000
in warrants annually.
Should any past due assessments be paid in full, such revenue
shall be used to retire additional warrants.
Budget Assumptions:
Increased Administrative costs to cover payroll and additional
approved hours for District Manager
Increased District Engineer costs to reflect actual costs of
engineering for District strategic initiatives such as Emergency
Drought Barrier permit issues or flood control issues
Increased Unreimbursable Levee Maintenance to accurately
reflect costs for annual ditch cleaning
Increased DFA (Delta Ferry Authority) to accurately reflect
increased monthly assessment to anticipated $9,900 per
month
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 416
RECOMMENDATION(S):
APPROVE improvement plans for storm drain repair on Hazel Avenue, as recommended by the Public Works
Director, East Richmond Heights area.
FISCAL IMPACT:
51% County General Drainage Funds, 49% Local Road Funds
BACKGROUND:
The purpose of this work was to repair the storm drain on Hazel Avenue, between Ralston Avenue and Sonoma Street
in the East Richmond Heights area. The work included installation of a manhole, two curb inlets, 42" storm drain
pipe, curb ramp, and repairs to affected sidewalk and pavement.
CONSEQUENCE OF NEGATIVE ACTION:
The storm drain repair will not have design immunity.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Chris Lau, (925) 313-7002
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: August 16, 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:August 16, 2016
Contra
Costa
County
Subject:APPROVE improvement plans for storm drain repair on Hazel Avenue, East Richmond Heights area.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 417
CHILDREN'S IMPACT STATEMENT:
The work was located in the vicinity of Mira Vista Elementary School and a traffic control plan was implemented
to limit impacts to school related traffic.
ATTACHMENTS
Hazel Ave Storm Drain Repair
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 418
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 419
RECOMMENDATION(S):
(1) APPROVE the specifications for the 2016 On-Call Fencing Services Contract(s) for Various Road, Flood Control
and Facilities Maintenance Work Project, Countywide. Project No. 94031A
(2) DETERMINE that Alta Fence Co., Inc. (Alta Fence), the lowest monetary bidder, has complied with the project
specifications, and FURTHER DETERMINE that Alta Fence has submitted the lowest responsive and responsible
bid for the contract.
(3) DETERMINE that Crusader Fence Company, Inc. (Crusader Fence), the second lowest monetary bidder, has
complied with the requirements of the project specifications, and FURTHER DETERMINE that Crusader Fence has
submitted the second lowest responsive and responsible bid for the contract.
(4) AWARD on-call contracts to the following two contractors in the following priority for Job Orders, as provided in
the project specifications:
(A) Alta Fence, in a not to exceed amount ($400,000.00) and the unit prices submitted in the bid ($1,446.64 Total
Unit Price).
(B) Crusader Fence, in a not to exceed amount ($400,000.00) and the unit prices submitted in the bid ($2,058.00 Total
Unit Price).
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 2
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Construction Contracts for the 2016 On-Call Fencing Services Contract(s) for Various Road, Flood Control and
Facilities Maintenance Work, Countywide.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 420
RECOMMENDATION(S): (CONT'D)
(5) DIRECT that the Public Works Director, or designee, shall prepare the contracts.
(6) ORDER that after the contractors have signed the contracts and returned them, together with any required
certificates of insurance and other required documents, and the Public Works Director has reviewed and found them
to be sufficient; the Public Works Director, or designee, is authorized to sign the contracts for this Board.
(7) ORDER that, the Public Works Director, or designee, is authorized to sign any escrow agreements prepared for
this project to permit the direct payment of retentions into escrow or the substitution of securities for moneys
withheld by the County to ensure performance under the contract, pursuant to Public Contracts Code Section 22300.
(8) DELEGATE, pursuant to Public Contract Code Section 4114, to the Public Works Director, or designee, the
Board’s functions under Public Contract Code Sections 4107 and 4110.
(9) DECLARE that, should the award of the contract to Alta Fence or Crusader Fence be invalidated for any reason,
the Board would not in any event have awarded the contracts to any other bidder, but instead would have exercised
its discretion to reject all of the bids received. Nothing in this Board Order shall prevent the Board from re-awarding
the contract to another bidder in cases where the successful bidder establishes a mistake, refuses to sign the contract,
or fails to furnish required bonds or insurance (see Public Contract Code Sections 5100-5107).
FISCAL IMPACT:
The contracts, for a maximum amount of $400,000 each, will be funded by 100% Local Road and Flood Control
Funds.
BACKGROUND:
The above project was previously approved by the Board of Supervisors, specifications were filed with and approved
by the Board, and bids were invited by the Public Works Director. On July 26, 2016, the Public Works Department
received bids from the following contractors:
BIDDER, TOTAL UNIT AMOUNT
Alta Fence Co., Inc.: $1,446.64 Total Unit Price
Crusader Fence Company, Inc.: $2,058.00 Total Unit Price
Chain Link Fence & Supply, Inc.: $4,148.25 Total Unit Price
Bailey Fence Company, Inc.: $4,895.00 Total Unit Price
Agbayani Construction Corporation: $7,371.53 Total Unit Price
Alta Fence submitted the lowest responsive and responsible bid, which is $611.36 (Total Unit Price) less than the
next lowest bid.
Crusader Fence submitted the second lowest responsive and responsible bid.
The Public Works Director has reported that the bids submitted by Alta Fence and Crusader Fence comply with the
requirements provided in the project specifications, and recommends that contracts be awarded to Alta Fence and
Crusader Fence in that order. The Public Works Director recommends that the bids submitted by Alta Fence and
Crusader Fence are the lowest responsive and responsible bids and this Board so concurs and finds. As provided in
the project specifications, the two on-call contracts would be awarded in the following priority for Job Orders: (1)
Alta Fence; and (2) Crusader Fence.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 421
The general prevailing rates of wages, which shall be the minimum rates paid on this project, have been filed with
the Clerk of the Board, with copies to be made available to any party upon request.
CONSEQUENCE OF NEGATIVE ACTION:
The Public Works Department may be unable to complete routine road, flood control, airport or facilities
maintenance work in a timely manner.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 422
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Works Director, or designee, to execute Contract Amendment No. 2 to the
Consulting Services Agreement (CSA) with Ghirardelli Associates, Inc. (Ghirardelli), effective July 7, 2015, to
extend the termination date from June 30, 2016 to December 31, 2016, and to increase the payment limit by $20,000
from $240,000 to a new payment limit of $260,000, for construction management services for the Countywide
Overlay Project, Byron and Pleasant Hill areas. (Project No. 0662-6R4073)
FISCAL IMPACT:
CSA Amendment No. 2 allows for an additional $20,000 above the previously approved contract payment limit of
$240,000. The increase in payment is to be funded by 57% Local Street & Road Preservation (LSRP) and 43% Local
Road Funds.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 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:August 16, 2016
Contra
Costa
County
Subject:Contract amendment with Ghirardelli Associates, Inc., Byron and Pleasant Hill areas.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 423
BACKGROUND:
On July 7, 2015, the Board of Supervisors approved the CSA for construction management services with Ghirardelli
with a payment limit of $240,000.
On January 5, 2016, the Board approved Amendment No. 1 to the CSA to update payment provisions with no change
to original term or payment limit of $240,000.
Proposed Amendment No. 2 will amend the term by changing the termination date from June 30, 2016 to December
31, 2016 and will increase the payment limit by $20,000 to a new Payment Limit of $260,000 in order to provide
additional construction management services.
CONSEQUENCE OF NEGATIVE ACTION:
The consultant would not be compensated for services needed to complete the project.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 424
RECOMMENDATION(S):
ADOPT Resolution No. 2016/495 accepting completion of landscape improvements for a Subdivision Agreement
(Right-of-Way Landscaping) for SD06-09035, for a project being developed by Shapell Homes, a Division of
Shapell Industries, Inc., a Delaware Corporation, as recommended by the Public Works Director, Danville area.
(District II)
FISCAL IMPACT:
No fiscal impact.
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 and the maintenance/warranty period will not begin.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V 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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: S. Reed, Design/Construction, L. Lorentini, Engineering Services, C. Hallford, Mapping Division, C. Low, City of San Ramon
C. 4
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Accepting completion of landscape improvements for subdivision SD06-09035, Danville area.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 425
AGENDA ATTACHMENTS
Resolution No. 2016/495
MINUTES ATTACHMENTS
Signed: Resolution No.
2016/495
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 426
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 08/16/2016 by the following vote:
AYE:
John Gioia
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2016/495
IN THE MATTER OF: Accepting completion of landscape improvements for a Subdivision Agreement (Right-of-Way
Landscaping) for SD06-09035, for a project being developed by Shapell Homes, a Division of Shapell Industries, Inc., a
Delaware Corporation, as recommended by the Public Works Director, Danville area. (District II)
WHEREAS, these improvements are approximately located near Charbray Street.
The Public Works Director has notified this Board that the Right-of-Way Landscaping improvements for SD06-09035, 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 August 16, 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 : February 17, 2011
NAME OF SURETY: The Continental Insurance Company
BE IT FURTHER RESOLVED the payment (labor and materials) surety for $253,500.00, Bond No. 929 518 814 issued by the
above surety be RETAINED for the six-month lien guarantee period until February 16, 2017, 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 Right-of-Way Landscaping improvements for SD06-09035, as shown and dedicated for
public use on the Final Map of Subdivision SD06-09035, filed September 29, 2010, in Book 512 of maps at Page 33, Official
Records of Contra Costa County, State of California, are ACCEPTED AS COMPLETE.
BE IT FURTHER RESOLVED that there is no warranty and maintenance period required, and the Public Works Director is
AUTHORIZED to refund the $5,000.00 cash security for performance (Auditor's Deposit Permit No. 571871, dated March 8,
2011) 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 performance surety for $502,000.00, Bond No. 929 518 814, dated February 17, 2011 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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: S. Reed, Design/Construction, L. Lorentini, Engineering Services, C. Hallford, Mapping Division, C. Low, City of San Ramon
5
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 427
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 428
RECOMMENDATION(S):
ADOPT Resolution No. 2016/496 accepting completion of the warranty period for the Subdivision Agreement
(Right-of-Way Landscaping) and release of cash deposit for faithful performance, for subdivision SD07-08970, 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.
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.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V 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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: S. Reed, Design/Construction, L. Lorentini, Engineering Services, C. Hallford, Mapping Division, C. Low, City of San Ramon
C. 5
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Accepting completion of the warranty period and release of cash deposit for faithful performance for subdivision
SD07-08970, San Ramon area.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 429
AGENDA ATTACHMENTS
Resolution No. 2016/496
MINUTES ATTACHMENTS
Signed: Resolution No.
2016/496
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 430
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 08/16/2016 by the following vote:
AYE:
John Gioia
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2016/496
IN THE MATTER OF: Accepting completion of the warranty period for the Subdivision Agreement (Right-of-Way
Landscaping) and release of cash deposit for faithful performance, subdivision SD07-08970, 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 April 1, 2014, this Board resolved that the landscape improvements in subdivision SD07-08970 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 $2,500.00 cash deposit (Auditor’s Deposit Permit No. 573221, dated March 24, 2011) 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. 929 518 819 dated March 11, 2011, issued by The Continental 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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: S. Reed, Design/Construction, L. Lorentini, Engineering Services, C. Hallford, Mapping Division, C. Low, City of San Ramon
5
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 431
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 432
RECOMMENDATION(S):
ADOPT Resolution No. 2016/499 approving the Final Map and Subdivision Agreement for subdivision SD16-09301,
for a project being developed by Shapell Industries, Inc., a Delaware Corporation, as recommended by the Public
Works Director, San Ramon (Dougherty Valley) area. (District II)
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
The Public Works Department has reviewed the conditions of approval for subdivision SD16-09301 and has
determined that all conditions of approval for 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: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V 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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: S. Reed, Design/Construction, C. Low, City of San Ramon
C. 6
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Approve the Final Map and Subdivision Agreement for subdivision SD16-9301, San Ramon area.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 433
AGENDA ATTACHMENTS
Resolution No. 2016/499
Subdivision Agreement SD16
9301
Map_SD16-9301
MINUTES ATTACHMENTS
Signed: Resolution No. 2016/499
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 434
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 08/16/2016 by the following vote:
AYE:
John Gioia
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2016/499
IN THE MATTER OF approving the Final Map and Subdivision Agreement for subdivision SD16-09301, for a project being
developed by Shapell Industries, Inc., a Delaware Corporation, as recommended by the Public Works Director, San Ramon
(Dougherty Valley) area. (District II)
WHERE AS, the following documents were presented for board approval this date:
I. Map: The final map of subdivision SD16-09301, property located in the San Ramon area, Supervisorial District II, said map
having been certified by the proper officials.
II. 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 two (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: $45,000.00
Auditor’s Deposit Permit No. DP 716382
Date: July 28, 2016
Submitted by: Toll Brothers, Inc.
B. Surety Bond
Bond Company: North American Specialty Insurance Company
Bond Number: 2202333
Date: June 6, 2016
Performance Amount: $4,449,000.00
Labor & Materials Amount: $2,247,000.00
Principal: Shapell Industries, Inc., a Delaware Corporation
III. Tax Letter: Letter from the County Tax Collector stating that there are no unpaid County taxes heretofore levied on the
property included in 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:
Tax Surety:
Federal Insurance Company
5
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 435
Bond Number: 82398028
Date: June 14, 2016
Amount: $2,057,885.00
Principal: Toll Brothers, Inc.
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 accept subject to installation and acceptance of improvements
on behalf of the public any of the streets, paths, or easements shown thereon as dedicated to public use.
3. That said Subdivision Agreement is also APPROVED.
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: S. Reed, Design/Construction, C. Low, City of San Ramon
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 436
August 16, 2016Contra Costa County Board of Supervisors Official Minutes437
August 16, 2016Contra Costa County Board of Supervisors Official Minutes438
August 16, 2016Contra Costa County Board of Supervisors Official Minutes439
August 16, 2016Contra Costa County Board of Supervisors Official Minutes440
August 16, 2016Contra Costa County Board of Supervisors Official Minutes441
August 16, 2016Contra Costa County Board of Supervisors Official Minutes442
August 16, 2016Contra Costa County Board of Supervisors Official Minutes443
August 16, 2016Contra Costa County Board of Supervisors Official Minutes444
August 16, 2016Contra Costa County Board of Supervisors Official Minutes445
August 16, 2016Contra Costa County Board of Supervisors Official Minutes446
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 447
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 448
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 449
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 450
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 451
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 452
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August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 454
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 455
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 456
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 457
RECOMMENDATION(S):
FIND, pursuant to Vehicle Code section 21101, that Dougherty Road (Old Dougherty Rd) from Stoneleaf
Road/Ivyleaf Springs Road to Bollinger Canyon Road (south) is no longer needed for vehicular traffic because of the
opening of new Dougherty Road from Bollinger Canyon Road (north) to Bollinger Canyon Road (south).
ADOPT Resolution No. 2016/502 approving and authorizing the Public Works Director, or designee, to permanently
close Dougherty Road (Old Dougherty Road) to vehicular traffic from Stoneleaf Road/Ivyleaf Springs Road to
Bollinger Canyon Road (south), effective August 29, 2016, San Ramon (Dougherty Valley) area. (District II)
FISCAL IMPACT:
100% Developer Fees
BACKGROUND:
The Dougherty Valley development is a master planned residential development of approximately 5,980 acres of
land into approximately 12,000 homes that began in the 1990s. The City of San Ramon and the Town of Danville
sued the County and developers to block the development.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Warren Lai, 925 313-2180
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: R. Hutchins, Records, S. Reed, Design/Construction, Chris Lau, Maintenance, C. Halford, Mapping, W. Lai, Engineering Services Division Manager, J. LaRocque,
Engineering Services, L. Lorentini, Engineering Services, C. Low, City of San Ramon
C. 8
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Approving and authorizing closure of Dougherty Rd. (Old Dougherty Rd.) from Stoneleaf Rd./Ivyleaf Springs to
Bollinger Canyon Rd., San Ramon area.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 458
BACKGROUND: (CONT'D)
In 1994 a settlement, the Dougherty Valley Settlement Agreement (between the County, City of San Ramon,
Town of Danville, and the developers), was reached that governs how the entire Dougherty Valley was to be
developed.
As part of the traffic circulation of this master planned development, the new/realigned segment of Dougherty
Road from Bollinger Canyon north to south is one of the major arterials identified in the Dougherty Valley
Specific Plan to be constructed to help motorist travel through the community. The segment of Dougherty Road
(Old Dougherty Road) from Stoneleaf Road/Ivyleaf Springs Road to Bollinger Canyon Road (south) is to be
closed to vehicular traffic and converted into a recreational trail, and is identified as one of the major trails or
paths in the Dougherty Valley Specific Plan.
Recently, the developer completed construction of the new/realigned segment of Dougherty Road from Bollinger
Canyon north to south (the Board of Supervisors accepted completion of improvements on August 2, 2016;
Resolution Nos. 2016/470, 2016/472, and 2016/475). This new/realigned segment opened to the public as
vehicular, bike, and pedestrian access on August 12, 2016, to coincide with the opening of Bella Vista Elementary
School the following week. With the vehicular access through the community made via the new/realigned
Dougherty Road, the old segment (Old Dougherty Road) is no longer needed for vehicular access; Vehicle Code
section 21101 allows local authorities to close a highway to vehicular traffic when it is no longer needed for
vehicular traffic by resolution. Vehicular access through the neighborhoods adjacent to Old Dougherty Road will
continue to and from Stoneleaf Road, which connects directly to Bollinger Canyon road, and Ivyleaf Spring Road,
which connects to South Monarch Road and Main Branch Road, and which both then connect to Bollinger
Canyon Road. Closure of Old Dougherty Road to vehicular traffic is consistent with the Dougherty Valley
Specific Plan and the overall Dougherty Valley development project approval.
The Dougherty Valley Oversight Committee (DVOC) discussed closure of Old Dougherty Road on December 7,
2015 and June 6, 2016. At the June meeting, there was a unanimous consensus of the DVOC committee to
continue with the original plan of closing Old Dougherty Road and converting it to a recreational trail.
It is anticipated that the County will vacate the right-of-way and reserve rights for public utility easements under
procedures in the Streets and Highways Code at a later date.
CONSEQUENCE OF NEGATIVE ACTION:
The roadway section will not be closed.
CLERK'S ADDENDUM
Speakers: Shisiro K mohanty Solomon; Nishant Asthana; Ranganathan Madhanagopal; Velu Kandasamy;
Viswanathan Ananthanarayanan. Commentary submitted via email is attached.
Resolution 2016/ 502 contained a minor typographical error. The revised version was accepted into the record
by unanimous vote.
AGENDA ATTACHMENTS
Resolution No. 2016/502
Attachment_DVOC 6.6.16 full packet
MINUTES ATTACHMENTS
Correspondence Received
Signed: Resolution No. 2016/502
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 459
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 08/16/2016 by the following vote:
AYE:
John Gioia
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2016/502
IN THE MATTER OF: Adopting findings and approving the closure of Dougherty Road (Old Dougherty Road) to vehicular
from Stoneleaf Road/Ivyleaf Springs Road to Bollinger Canyon Road (south) per the California Vehicle Code section 21101.
WHEREAS, the completion of new Dougherty Road from Bollinger Canyon Road north to south has been completed and
accepted by the Board of Supervisors August 2, 2016 (Resolution Nos. 2016/470, 2016/472, and 2016/475).
WHEREAS, new Dougherty Road from Bollinger Canyon Road north provides vehicular and pedestrian access for the overall
Dougherty Valley community and recently constructed Bella Vista Elementary School. Vehicular access through the
neighborhoods adjacent to Old Dougherty Road will continue to and from Stoneleaf Road, which connects directly to Bollinger
Canyon Road, and Ivyleaf Spring Road, which connects to South Monarch Road and Main Branch Road, and which both then
connect to Bollinger Canyon Road.
WHEREAS, the Dougherty Valley Specific Plan has designated Dougherty Road (Old Dougherty Road) from Stoneleaf
Road/Ivyleaf Springs Road to Bollinger Canyon Road (south) as a major pedestrian/bike trail that is closed to vehicular traffic.
WHEREAS, at the June 6, 2016 Dougherty Valley Oversight Committee meeting, there was unanimous consensus to continue
with the implementation of the Dougherty Valley Specific Plan to close Dougherty Road (Old Dougherty Road) to vehicular
traffic and convert it to a recreational pedestrian/bicycle trail.
NOW, THEREFORE, BE IT RESOLVED that this Board does the following:
1. FINDS, pursuant to Vehicle Code section 21101, that Dougherty Road (Old Dougherty Rd) from Stoneleaf Road/Ivyleaf
Springs Road to Bollinger Canyon Road (south) is no longer needed for vehicular traffic because of the opening of new
Dougherty Road from Bollinger Canyon Road (north) to Bollinger Canyon Road (south); and that closure of Dougherty Road
(Old Dougherty Road) to vehicular traffic is consistent with the Dougherty Valley Specific Plan;
2. APPROVES and AUTHORIZES the Public Works Director, or designee, to close Dougherty Road (Old Dougherty Rd) to
vehicular traffic from Stoneleaf Road/Ivyleaf Springs Road to Bollinger Canyon Road (south), effective August 29, 2016.
Contact: Warren Lai, 925 313-2180
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: R. Hutchins, Records, S. Reed, Design/Construction, Chris Lau, Maintenance, C. Halford, Mapping, W. Lai, Engineering Services Division Manager, J.
LaRocque, Engineering Services, L. Lorentini, Engineering Services, C. Low, City of San Ramon
5
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RECOMMENDATION(S):
ADOPT Resolution No. 2016/500 approving and authorizing the Public Works Director, or designee, to fully close a
portion of Coverntry Road between Berkeley Park Boulevard and Ocean View Avenue, on September 5, 2016 from
12:00 p.m. through 4:00 p.m., for the purpose of a neighborhood block party, Kensington area. (District I)
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: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 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:August 16, 2016
Contra
Costa
County
Subject:Fully close a portion of Coverntry Rd. between Berkeley Park Blvd. and Ocean View Ave. for a neighborhood block
party, Kensington area.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 573
AGENDA ATTACHMENTS
Resolution No. 2016/500
MINUTES ATTACHMENTS
Signed: Resolution No.
2016/500
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 574
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 08/16/2016 by the following vote:
AYE:
John Gioia
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2016/500
IN THE MATTER OF: Approving and Authorizing the Public Works Director, or designee, to fully close a portion of Coverntry
Road between Berkeley Park Boulevard and Ocean View Avenue, on September 5, 2016 from 12:00 p.m. through 4:00 p.m., for
the purpose of a neighborhood block party, Kensington area. (District I)
RC16-8
IT IS BY THE BOARD RESOLVED that permission is granted to Andrew Spear to fully close Coverntry Road between
Berkeley Park Boulevard and Ocean View Avenue, except for emergency traffic, on September 5, 2016 for the period of 12:00
p.m. through 4:00 p.m., subject to the following conditions:
1. Traffic will be detoured via neighboring streets 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. Andrew Spear 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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
5
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 575
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 576
RECOMMENDATION(S):
ACCEPT the Grant of Easement from the City of Brentwood (City) to the Contra Costa County Flood Control
District (District), for Drainage Purposes – Basin 3/4 (Snowman Basin) APN: 016-190-035, dated May 5, 2016.
APPROVE and AUTHORIZE the Chief Engineer, or Designee, to execute the Amendment to the Agreement between
the City and the District. (Project No.: WL83PV – FS1300136)
DIRECT the Real Estate Division to have the above referenced Grant of Easement recorded in the office of the
County Clerk-Recorder.
FISCAL IMPACT:
No Fiscal Impact
BACKGROUND:
The property rights are required to provide access for the maintenance of Basin 3/4 (Snowman Basin), and to satisfy
the terms of the Agreement between the City and the District for Drainage Area 52C, dated April 14, 1992, and
amended on August 24, 2011. (CP #00-19)
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
Contact: Olivia D. Reynolds, (925)
313-2306
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 9
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Accept Grant of Easement and Approve Amendment to the Agreement between CCC Flood Control and Water
Conservation District for Snowman Basin
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 577
CONSEQUENCE OF NEGATIVE ACTION:
The District will not have sufficient property rights to maintain the drainage facilities in accordance with the
Agreement and drainage plan for Drainage Area 52C.
ATTACHMENTS
Snowman Basin - Copy of Grant Easement
Snowman Basin - Amendment
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 578
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 579
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 580
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 581
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 582
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 583
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 584
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 585
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 586
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Director of Airports, or designee, to amend the Fuel Supply Agreement between
the County and Ascent Aviation Group, Inc. to extend the contract termination date to purchase and resell branded
aviation fuel at Byron Airport from August 31, 2016 to October 31, 2016.
APPROVE and AUTHORIZE the Purchasing Agent, to execute on behalf of the Director of Airports, a purchase
order amendment with Ascent Aviation Group, Inc., to extend the effective end date from August 31, 2016 to October
31, 2016 for aviation fuel at Byron Airport.
FISCAL IMPACT:
The Airport Enterprise Fund will cover the purchase costs and the Airport will then resell the fuel to Byron tenants
and other users to generate income.
BACKGROUND:
Contra Costa County Airports is responsible for an aircraft fueling facility at Byron Airport that provides 100 low
lead (LL) aviation fuel for its tenants and visiting aircraft.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 14
To:Board of Supervisors
From:Keith Freitas, Airports Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve 61-Day Amendment to extend the Fuel Supply Agreement and Purchase Order with Ascent Aviation Group
Inc. for aviation fuel, Byron Airport
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 587
BACKGROUND: (CONT'D)
Ascent Aviation Group, Inc. (Ascent) is the current aviation fuel supplier for Byron Airport and their contract ends
on August 31, 2016. As such, the Airport Division undertook a Request for Proposal (RFP) process through the
BidSync system. The RFP had a deadline of June 16, 2016 and two total proposals were received.
The new agreements for the next fuel supply contractor will not be completed prior to the expiration of the current
contract. Thus, it is necessary to amend the Fuel Supply Agreement to extend the termination date with Ascent from
August 31, 2016 to October 31, 2016. The extension is essential to allow the County to purchase and sell fuel for
Airport tenants and users while the new contract is being completed.
The current purchase order is also set to expire on August 31, 2016 and needs to be extended to October 31, 2016 to
allow for fuel to be purchased. On August 2, 2016, the Board authorized a $125,000.00 increase to the existing
purchase order. This added amount is sufficient to purchase fuel through the extended period ending October 31, 2016.
To avoid interruption in the sale of aviation fuel at Byron Airport for tenants and customers, it is necessary to extend
both the Fuel Supply Agreement and purchase order through October 31, 2016.
CONSEQUENCE OF NEGATIVE ACTION:
If the purchase order amendment is not approved, the County will no longer be able to buy and sell aviation fuel and
there will be a disruption of needed aviation fuel service at the Byron Airport for tenants and customers.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 588
RECOMMENDATION(S):
1. APPROVE the design and bid documents, including the plans and specifications, for the Montalvin and MonTara
Bay Parks Improvements, Denise Drive and 2250 Tara Hills Drive, San Pablo area. [County Project No. 7489-
6X5239] (District I)
2. AUTHORIZE the Public Works Director, or designee, to solicit bids to be received on or about September 15,
2016 and issue bid addenda, as needed, for clarification of the bid documents, provided the involved changes do not
significantly increase the construction cost estimate.
3. DIRECT the Clerk of the Board to publish, at least 14-calendar days before the bid opening date, the Notice to
Contractors in accordance with Public Contract Code Section 22037, inviting bids for this project.
4. DIRECT the Public Works Director, or designee, to send notices by email or fax and by U.S. Mail to the
construction trade journals specified in Public Contract Code Section 22036 at least 15-calendar days before the bid
opening.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Jason Chen,
925-313-2299
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Staceyy M. Boyd, Deputy
cc:
C. 10
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:APPROVE and AUTHORIZE Advertisement of Montalvin and MonTara Bay Parks Improvements, Denise Drive
and 2250 Tara Hills Drive, San Pablo area.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 589
FISCAL IMPACT:
100% East Bay Regional Park District Measure WW Local Grant Program.
BACKGROUND:
Plans and specifications for the project have been prepared for the Public Works Department by Stantec Architecture,
Inc. and filed with the Clerk of the Board by the Public Works Director. The construction cost estimate is
$251,000.00 and the general prevailing wage rates are on file with the Clerk of the Board of Supervisors and will be
the minimum rates paid on this project.
Voter approved Measure WW allocated grant funds to local parks for improvements. District I staff and community
stakeholders in the San Pablo area recommended allocation of the Measure WW funds to Montalvin and MonTara
Bay Parks for improvements. On October 3, 2013, County staff reported to the Transportation, Water and
Infrastructure Committee (TWIC) with a recommendation for this project in CSA M-17 (San Pablo). Improvements
for Montalvin Park will consist of renovation and replacement of the playground, asphalt paths, and picnic tables and
chairs. Montalvin Park is experiencing erosion along the eastern slope leading to the park and the parking lot is
experiencing flooding. The project will address the erosion and flooding issues with erosion control plantings, minor
grading, a drainage swale, and renovation of the existing drainage system. Three (3) trees will also be planted near
the picnic tables for shade. Improvements for MonTara Bay Park will consist of rehabilitation of a trash enclosure
adjacent to the community center, replacement of existing landscaping, replacement of concrete walkway from the
parking lot to the park for ADA access, storm drain lines, and baseball field drainage and irrigation.
The Board found this project is a California Environmental Quality Act (CEQA), Class 2 Categorical Exemption,
pursuant to Article 19, Section 15302 of the CEQA Guideline during the February 11, 2014 board meeting.
CONSEQUENCE OF NEGATIVE ACTION:
If the project is not approved, the grant funds would be diverted to another agency project and project would not be
constructed.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 590
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Director of Airports, or designee, to execute a month-to-month hangar rental
agreement with Brian Guerin for a T-hangar at Buchanan Field Airport effective August 27, 2016 in the monthly
amount of $394.10, Pacheco area.
FISCAL IMPACT:
The Airport Enterprise Fund will realize $4,729.20 annually.
BACKGROUND:
On September 1, 1970, Buchanan Airport Hangar Company entered into a 30-year lease with Contra Costa County
for the construction of seventy-five (75) hangars and eighteen (18) aircraft shelters at Buchanan Field Airport.
Buchanan Airport Hangar Company was responsible
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 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:Keith Freitas, Airports Director
Date:August 16, 2016
Contra
Costa
County
Subject:APPROVE and AUTHORIZE the Director of Airports, or designee, to execute a hangar rental agreement with
Buchanan Field Airport Hangar tenant
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 591
BACKGROUND: (CONT'D)
for the maintenance and property management of the property during that 30-year period.
On September 1, 2000, the County obtained ownership of the aircraft hangars and shelters, pursuant to the terms
of the above lease.
On February 13, 2007, Contra Costa County Board of Supervisors approved the new Large Hangar Lease
Agreement for use with the larger East Ramp Hangars.
On February 3, 2008, Contra Costa County Board of Supervisors approved the amended T-Hangar Lease
Agreement which removed the Aircraft Physical Damage Insurance requirement. The new amended T-hangar
Lease Agreement will be used to enter into this aircraft rental agreement.
CONSEQUENCE OF NEGATIVE ACTION:
A negative action will cause a loss of revenue to the Airport Enterprise Fund.
ATTACHMENTS
Hangar Agreement-Brian Guerin
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 592
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 593
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 594
RECOMMENDATION(S):
(1) APPROVE plans, specifications, and design for the Buchanan Airport Taxiway Echo & Kilo Improvements
Project. County Project No. 4855-4653-FAS-6X5322, Federal Project No. AIP 3-06-0050-021, (District 4)
(2) DETERMINE that the bid submitted by Granite Rock Company (“Granite Rock”) demonstrated adequate good
faith efforts to meet the Disadvantaged Business Enterprise (DBE) requirement for this project and that Granite Rock
has submitted the lowest responsive and responsible base bid and base bid plus Additive Alternate No. 1 combined
per the specifications for the project.
(3) AWARD the construction contract for the above project to Granite Rock in the listed amount ($1,559,961.00) and
the unit prices submitted in the bid, and DIRECT that Granite Rock shall present two good and sufficient surety
bonds, as indicated below, and that the Public Works Director, or designee, shall prepare the contract.
(4) ORDER that, after the contractor has signed the contract and returned it, together with the bonds as noted below
and any required certificates of insurance or other required documents, and the Public Works Director has reviewed
and found them to be sufficient, the Public Works Director, or designee, is authorized to sign the contract for
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 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:August 16, 2016
Contra
Costa
County
Subject:Construction Contract for the Buchanan Airport Taxiway Echo & Kilo Improvements Project, Concord area.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 595
RECOMMENDATION(S): (CONT'D)
this Board.
(5) ORDER that, in accordance with the project specifications and/or upon signature of the contract by the Public
Works Director, or designee, bid bonds posted by the bidders are to be exonerated and any checks or cash submitted
for security shall be returned.
(6) ORDER that, the Public Works Director, or designee, is authorized to sign any escrow agreements prepared for
this project to permit the direct payment of retentions into escrow or the substitution of securities for moneys
withheld by the County to ensure performance under the contract, pursuant to Public Contract Code Section 22300.
(7) DELEGATE, pursuant to Public Contract Code Section 4114, to the Public Works Director, or designee, the
Board’s functions under Public Contract Code Sections 4107 and 4110.
(8) DELEGATE, pursuant to Labor Code Section 6705, to the Public Works Director, or to any registered civil or
structural engineer employed by the County, the authority to accept detailed plans showing the design of shoring,
bracing, sloping, or other provisions to be made for worker protection during trench excavation covered by that
section.
(9) DECLARE that, should the award of the contract to Granite Rock be invalidated for any reason, the Board would
not in any event have awarded the contract to any other bidder, but instead would have exercised its discretion to
reject all of the bids received. Nothing in this Board Order shall prevent the Board from re-awarding the contract to
another bidder in cases where the successful bidder establishes a mistake, refuses to sign the contract, or fails to
furnish required bonds or insurance (see Public Contract Code Sections 5100-5107).
FISCAL IMPACT:
The construction contract will be funded by 90% Federal Aviation Administration Funds, 2.25% Caltrans Funds,
7.75% Airport Enterprise Funds.
BACKGROUND:
The above project was previously approved by the Board of Supervisors, plans and specifications were filed with the
Board, and bids were invited by the Public Works Director. On May 3, 2016, the Public Works Department received
bids from the following contractors:
BIDDER, TOTAL AMOUNT, BOND AMOUNTS
Granite Rock Company: $1,559,961.00; Payment: $1,559,961.00; Performance: $1,559,961.00
Ghilotti Bros., Inc.: $1,764,149.00
The bidder listed first above, Granite Rock, submitted the lowest responsive and responsible bid, which is
$204,188.00 less than the next lowest bid.
This is a federally funded project subject to a Disadvantaged Business Enterprise (DBE) contract goal and
requirements. The Public Works Director reports that the lowest monetary bidder, Granite Rock, attained DBE
participation of 0.0% and submitted adequate documentation of good faith efforts to meet the DBE goal (22.00%)
and requirements for this project. The Public Works Director recommends that the Board determine that Granite
Rock has demonstrated adequate good faith efforts to meet the DBE goal for this project and has complied with the
DBE requirements for this project and recommends that the construction contract be awarded to Granite Rock.
The Public Works Director recommends that the bid submitted by Granite Rock is the lowest responsive and
responsible bid, and this Board concurs and so finds.
The Board of Supervisors previously determined that the project is a California Environmental Quality Act Class
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 596
15301(Class I) Categorical Exemption, and a Notice of Exemption was filed with the County Clerk on July 8, 2015.
The general prevailing rates of wages, which shall be the minimum rates paid on this project, have been filed with
the Clerk of the Board, and copies will be made available to any party upon request.
CONSEQUENCE OF NEGATIVE ACTION:
Construction of the project would be delayed, and the project might not be built.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 597
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Works Director, or designee, to execute Contract Amendment No. 5 to the
Consulting Services Agreement with Consolidated CM, effective March 12, 2013, to extend the termination date
from June 1, 2015 to June 20, 2017, and to increase the payment limit by $50,000 from $2,557,773 to a new payment
limit of $2,607,773, for construction management services for the Upper Sand Creek Basin Project, Antioch area.
(Project No. 0662-6R4073)
FISCAL IMPACT:
CSA Amendment No. 5 allows for an additional $50,000 above the previously approved contract payment limit of
$2,557,773. The increase in payment is to be funded by 100% Flood Control District Drainage Area 130 Funds.
BACKGROUND:
On March 12, 2013, the Board of Supervisors approved the CSA for construction management services with
Consolidated CM with a payment limit of $1,246,000.
On December 3, 2013, the Board approved Amendment
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 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:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Contract amendment with Consolidated CM, Antioch area.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 598
BACKGROUND: (CONT'D)
No. 1 to the CSA to increase the payment limit by $350,000 to a new payment limit of $1,596,000.
On February 11, 2014, the Board approved Amendment No. 2 to the CSA to increase the payment limit by $561,773
to a new payment limit of $2,157,773.
On May 13, 2014, the Board approved Amendment No. 3 to the CSA to increase the payment limit by $200,000 to a
new payment limit of $2,357,773.
On October 7, 2014, the Board approved Amendment No. 4 to the CSA to increase the payment limit by $200,000 to
a new payment limit of $2,557,773.
Proposed Amendment No. 5 will amend the term by changing the termination date from June 1, 2015 to June 20,
2017 and will increase the payment limit by $50,000 to a new Payment Limit of $ 2,607,773 in order to provide
additional construction management services.
CONSEQUENCE OF NEGATIVE ACTION:
The consultant would not be compensated for services needed to complete the project.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 599
RECOMMENDATION(S):
DENY claims filed by Safeco Insurance Company, James Renton, Jeanne Boyd, Andrew McKleroy, Megan Beach,
Rebecca Brown, Donald Driver, Nicholas Grant, Eaen Hale, Richard Kite, Mary Mountbatten, Maria Price, Jennifer
Rhee, Ralph Scott, State Farm, as subrogee of Donna Watanabe Tamur, and Wunmi Mohammed Kamson & Calvin
Kamson; DENY late claim filed by Mary Mountbatten.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
*
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 15
To:Board of Supervisors
From:David Twa, County Administrator
Date:August 16, 2016
Contra
Costa
County
Subject:Claims
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 600
RECOMMENDATION(S):
ACCEPT Board members meeting reports for July 2016.
FISCAL IMPACT:
None.
BACKGROUND:
Government Code section 53232.3(d) requires that members of legislative bodies report on meetings attended for
which there has been expense reimbursement (mileage, meals, lodging ex cetera). The attached reports were
submitted by the Board of Supervisors members in satisfaction of this requirement. District V had nothing to report
for the month of July 2016.
CONSEQUENCE OF NEGATIVE ACTION:
The Board of Supervisors will not be in compliance with Government Code 53232.3(d).
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stepahnie Mello, Deputy
cc:
C. 16
To:Board of Supervisors
From:David Twa, County Administrator
Date:August 16, 2016
Contra
Costa
County
Subject:ACCEPT Board Members meeting reports for July 2016
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 601
ATTACHMENTS
District III 7-2016 Meeting
Report
District IV 7-2016 Meeting
Report
District I 7-2016 Meeting Report
District II 7-2016 Meeting Report
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 602
Date Meeting Name Location Purpose
12-Jul Board of Supervisors Meeting Martinez Business Meeting
12-Jul
Executive Director, Erik Vink and
Conservation and Development Director,
John Kopchick Martinez Business Meeting
12-Jul
Phone Meeting with Delta Protection
Commission Martinez Business Meeting
13-Jul
Phone Meeting with Airport Advisory
Member, Ron Reagan Martinez Business Meeting
13-Jul
Meeting with County Administrator, David
Twa Martinez Business Meeting
13-Jul Safe Rx Disposal Meeting Martinez Business Meeting
13-Jul LAFCO Meeting Martinez Business Meeting
14-Jul Phone Interview with East Bay Times Martinez Business Meeting
14-Jul
Meeting with Public Health Director, Dan
Peddycord Martinez Business Meeting
14-Jul
Transportation, Water & Infrastructure
Committee Meeting Martinez Business Meeting
19-Jul Board of Supervisors Meeting Martinez Business Meeting
19-Jul
Annual Board of Supervisors/Judicial Bench
Luncheon Martinez Business Meeting
19-Jul
Contra Costa County Fire Protection District
Meeting Martinez Business Meeting
19-Jul Housing Authority Meeting Martinez Business Meeting
19-Jul
Meeting with Republic Services General
Manager, Tim Argenti Martinez Business Meeting
20-Jul Highway 4 Ribbon Cutting Celebration Antioch Business Meeting
20-Jul
Meeting with Conservation and Development
Director, John Kopchik Martinez Business Meeting
20-Jul Constituent Meeting Concord Business Meeting
20-Jul
Phone Meeting with Delta Protection
Commission Executive Director, Erik Vink Martinez Business Meeting
Supervisor Mary Nejedly Piepho – July 2016 AB1234 Report
(Government Code Section 53232.3(d) requires that members of
legislative bodies report on meetings attended for which there
has been expense reimbursement (mileage, meals, lodging, etc).
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 603
20-Jul Airport Committee Meeting Concord Business Meeting
21-Jul Delta Protection Commission Meeting Walnut Grove Business Meeting
22-Jul NACo Conference Long Beach Business Meeting
23-Jul NACo Conference Long Beach Business Meeting
24-Jul NACo Conference Long Beach Business Meeting
25-Jul NACo Conference Long Beach Business Meeting
28-Jul * Delta Stewardship Council Meeting Sacramento Business Meeting
* Reimbursement may come from an agency other than Contra Costa County
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 604
Supervisor Karen Mitchoff
July 2016
DATE MEETING NAME LOCATION PURPOSE
7/6/2016 CCTA Special Meeting Walnut Creek Decisions on agenda items
7/11/2016 Legislation Committee Martinez Decisions on agenda items
7/12/2016 Board of Supervisors Meeting Martinez Decisions on agenda items
7/13/2016 Aging Imperative Event Walnut Creek Community Outreach
7/13/2016
CCCSWA Personnel Committee
Meeting Walnut Creek Decisions on agenda items
7/14/2016 TRANSPAC Pleasant Hill Decisions on agenda items
7/14/2016
Concord Chamber Luncheon
(Speaking)Concord Community Outreach
7/15/2016
Delta Counties Coalition In-Person
Meeting Stockton Water Advocacy
7/16/2016 Central Sanitary District Anniversary Martinez Community Outreach
7/19/2016 Board of Supervisors Meeting Martinez Decisions on agenda items
7/20/2016 BAAQMD Board Meeting San FranciscoDecisions on agenda items
7/20/2016 Airport Committee Meeting Concord Decisions on agenda items
7/20/2016 CCTA Authority Board Meeting Walnut Creek Decisions on agenda items
7/21/2016 ABAG Board Meeting San FranciscoDecisions on agenda items
7/22/2016 NACo Annual Conference Long Beach Education and Advocacy
7/26/2016 WaterFix Hearing Sacramento Water Advocacy
7/27/2016 Delta Conservancy Sacramento Water Advocacy
7/27/2016 ABAG Infrastructure Committee San FranciscoRegional Planning
7/28/2016 CCCSWA Board Meeting Walnut Creek Decisions on agenda items
7/29/2016 ABAG Finance and Personnel Meeting San FranciscoDecisions on agenda items
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 605
Supervisor John Gioia
July – 2016 Monthly Meeting Statement
Government Code section 53232.3(d) requires that members of legislative bodies
report on meetings attended for which there has been expense reimbursement
(mileage, meals, lodging, etc.)
Meeting Date: July 22, 2016 through July 24, 2016
Meeting: NACO Conference
Location: Long Beach, CA
*************************************************************************************
Supervisor Gioia sought reimbursement from the County for one meeting that he
attended in his capacity as a County Supervisor during the month of July, 2016.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 606
Supervisor Candace Andersen – Monthly Meeting Report July 2016
Date Meeting Location
1 County Connection Danville
4 4th of July events Danville/Orinda
6 Meet Co Adminstrator Martinez
6 Mental Health Comm Concord
8 Creek Tour San Ramon
11 Family & Human Services Martinez
12 Board of Supervisors Martinez
13 CCCERA Concord
13 LAFCO Martinez
13 Traffix Danville
14 East Bay EDA Danville
14 TWIC Martinez
16 Central San 70th Anniv Martinez
18 Alamo Liaison Danville
18 TVTC Livermore
19 Board of Supervisors Martinez
21 CCCTA Concord
21 CSAC Institute Martinez
21 ABAG San Francisco
25 DCD Meeting Danville
27 CCCERA Concord
28 CCCSWA Walnut Creek
29 TRAFFIX Danville
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 607
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stepahnie Mello, Deputy
cc:
C. 17
To:Board of Supervisors
From:FAMILY & HUMAN SERVICES COMMITTEE
Date:August 16, 2016
Contra
Costa
County
Subject:East Bay Stand Down for Homeless Veterans
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 608
AGENDA ATTACHMENTS
Resolution No. 2016/512
Memo to F&HS and EBSD Flyer
MINUTES ATTACHMENTS
Signed Resolution No. 2016/512
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 609
In the matter of:Resolution No. 2016/512
Honoring and supporting the East Bay Stand Down 2016
WHEREAS, the national Coalition for Homeless Veterans and the U. S. Department of Veterans Affairs
estimate that one-third of the homeless in our country are U.S. Military Veterans, and there are an estimated
6,000 homeless Veterans in the nine San Francisco Bay Area Counties; and
WHEREAS, the problems of these displaced Veterans are very difficult to address through common access
points and existing service delivery systems; and
WHEREAS, more that 15% of the population over the age of eighteen in Contra Costa and other counties
in the Greater Bay Area are Veterans; and
WHEREAS, more than 1,500 volunteers have come together to establish East Bay Stand Down to help the
less fortunate Veterans and their families who have found themselves in need; and
WHEREAS, since its inception in 1999 East Bay Stand Down has directly assisted over 3,500 Veterans by
providing housing, employment, health, dental and legal services; and
WHEREAS, from September 15 through September 18, 2016 the biennial East Bay Stand Down will be
held under the leadership of the local Veteran's organizations, including the American Legion, AMVETS,
the Veterans of Foreign Wars, the Veterans Remembrance Committee, the Vietnam Veterans of Diablo
Valley, Blue Star Moms and the Warrior Watch Riders, Veterans of Foreign Wars Ladies Auxiliary; and
WHEREAS, community support is provided by the Rotary, the Lions, the Church of Jesus Christ of Latter
Day Saints, and the Benevolent Order of Elks, Chevron, AT&T, Northrop Grumman; and
WHEREAS, the U.S. Department of Defense Office of Reserve Affairs, supports the operation of the East
Bay Stand Down event by authorizing and funding troop liaison from the Wisconsin National Guard; and
WHEREAS, Contra Costa County provides support through the offices of the County of Contra Costa
Superior Court, District Attorneys and Public Defender; and
WHEREAS, under the leadership of the Contra Costa County Veterans Service Office along with the U.S.
Department of Veterans Affairs Northern California Health Care System and Palo Alto Health Care
System, the U. S. Department of Veterans Affairs Concord Vet Center, the U.S. Department of Veterans
Affairs Oakland Regional Office, National Cemetery Administration join together to better the lives of our
Veterans.
Now, Therefore, Be It Resolved that the Board of Supervisors of Contra Costa County hereby recognizes the services of East
Bay Stand Down and the organizations and individuals in our community for their dedication and service to those who have
given so much to our country.
___________________
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: August 16, 2016
David J. Twa,
By: ____________________________________, Deputy
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 610
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 611
C.17
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 612
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 613
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 614
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 615
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stepahnie Mello, Deputy
cc:
C. 18
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Recognizing Leo Costa on his 30 years of service to Contra Costa County
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 616
AGENDA ATTACHMENTS
Resolution No. 2016/489
MINUTES ATTACHMENTS
Signed Resolution No.
2016/489
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 617
In the matter of:Resolution No. 2016/489
recognizing the contributions of Leo Costa on the occasion of his 30 years of service to Contra Costa County.
Whereas in 1986, Leo started his career with the Public Works Department as a Junior Drafter in the
Mapping Division; and
Whereas in 1987, Leo was promoted to Senior Drafter; and
Whereas in 1991, Leo was selected as one of the 23 employees for “dedication and exceptional effort” to
attend the Public Works Recognition Night at the Oakland A’s; and
Whereas in 1991, Leo was nominated for the Most Dedicated Employee award in the County’s Award of
Excellence program; and
Whereas in 1992, Leo was promoted to Computer Aided Drafting Operator; and
Whereas in 1994, Leo received the “Award of Excellence” for drafting design projects and the Southern
Pacific right of way in “record time”; and
Whereas in 1996, Leo received the “Award of Excellence” as part of the Design Team for the Bay Point
Slide Repair Project; and
Whereas in 2003, Leo was part of the project team that won the J. Michael Walford Project of the Year
Award for the Parker Avenue Undergrounding Project; and
Whereas in 2004, Leo was part of the project team that won the J. Michael Walford Team of the Year, and
the APWA Distinguished Project of the Year Award for the Rossmoor Detention Basin Expansion Project;
and
Whereas in 2005, Leo was part of the Highway 4 Bypass project team for Segment 2 and Segment 3
through Brentwood, which is now Highway 4; and
Whereas in 2010, Leo was part of the project team that won the J. Michael Walford Project of the Year
Award for the Bethel Island Bridge Replacement Project; and
Whereas in 2013, Leo received a Commendation from the Public Works Director for his time and efforts to
reconfigure floor plans for the merger of Public Works and General Services; and
Whereas Leo has been one of the hardest working and most dedicated employees at the Public Works
Department for over 30 years; and
Whereas Leo has been an invaluable resource to the Department, the Design Division, and his Division
Manager throughout his career; and
Whereas Leo continues to be a thoughtful, caring, and generous individual to the County’s charity
programs; and
NOW, THEREFORE, BE IT RESOLVED THAT THE Contra Costa County Board of Supervisors hereby recognize and
honor Leo Costa for his 30 years of service and gives it's full appreciation for his high quality of work and dedicated service to
the Public Works Department and the people of this County.
___________________
CANDACE ANDERSEN
Chair,
District II Supervisor
______________________________________
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 618
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: August 16, 2016
David J. Twa,
By: ____________________________________, Deputy
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 619
C.18
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 620
RECOMMENDATION(S):
ACCEPT the resignation of Earle Ormiston, DECLARE vacant the Advisory Council on Aging, Member At Large,
Seat #7, and DIRECT the Clerk of the Board to post the vacancy as recommended by the Employment and Human
Services Department Director.
FISCAL IMPACT:
None.
BACKGROUND:
Mr. Ormiston resigned May 17, 2016. He was appointed to the Advisory Council on Aging, Member At Large, Seat
#7, August 7, 2007. The Seat will expire September 30, 2017.
The Advisory Council on Aging (ACOA) provides a means for countywide planning, cooperation, and coordination
for individuals and groups interested in improving and developing services and opportunities for older residents of
the County. The ACOA provides leadership and advocacy on behalf of older persons and serves as a channel of
communication and information on aging.
CONSEQUENCE OF NEGATIVE ACTION:
The Advisory Council on Aging may not be able to conduct routine business.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 22
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Advisory Council on Aging Resignation
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 621
CHILDREN'S IMPACT STATEMENT:
Not applicable.
AGENDA ATTACHMENTS
MINUTES ATTACHMENTS
Vacancy Notice
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 622
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 623
RECOMMENDATION(S):
APPOINT Juan Pablo Benavente to Low-Income Seat No. 2 on the Economic Opportunity Council, with a term end
date of June 30, 2020, as recommended by the Employment and Human Services Director.
FISCAL IMPACT:
None
BACKGROUND:
This board order seeks to appoint Juan Pablo Benavente to the vacancy in Low Income Sector, seat No. 2 with a term
end date of June 30, 2020. The Economic Opportunity Council approved the appointment on July 7, 2016. Mr.
Benavente resides in Concord, CA 94520
CONSEQUENCE OF NEGATIVE ACTION:
The Economic Opportunity Council will be unable to conduct routine business.
CHILDREN'S IMPACT STATEMENT:
None
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: CSB (925) 681-6345
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: Christina Reich, Nancy Sparks, Cassandra Youngblood
C. 28
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Appoint Juan Pablo Benavente to Low-Income seat No. 2 of the Economic Opportunity Council
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 624
ATTACHMENTS
Beneventa
application
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 625
August 16, 2016Contra Costa County Board of Supervisors Official Minutes626
August 16, 2016Contra Costa County Board of Supervisors Official Minutes627
RECOMMENDATION(S):
APPOINT Jennifer DeLano Cohen to the District III seat on the Contra Costa Commission for Women to a term
expiring February 28, 2019, as recommended by Supervisor Mary Nejedly Piepho.
Jennifer DeLano Cohen
Pleasant Hill, CA 94523
FISCAL IMPACT:
None.
BACKGROUND:
The Commission for Women was established to identify major economic, educational, and social concerns of women
in Contra Costa County, and to reach and inform all women on a variety of issues. The Commission consists of 26
members: one member from each Supervisorial District, 20 At-Large members, and 1 Alternate At-Large member.
The Internal Operations Committee reviews nominations to the 20 At-Large and one Alternate-At Large seats. Terms
for all Commission seats are three years.
The Commission Chair interviewed applicants and made the recommendation to the District III Supervisor for
appointment.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V
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: August 16, 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:August 16, 2016
Contra
Costa
County
Subject:APPOINTMENT TO CONTRA COSTA COMMISSION FOR WOMEN
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 628
RECOMMENDATION(S):
APPOINT William Marz to the Appointee 7 seat on County Service Area P-2A to a term expiring December 31,
2016, as recommended by Supervisor Mary Nejedly Piepho.
William Marz
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 Committee Chair interviewed applicants and made the recommendation to the District III Supervisor for
appointment.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V
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: August 16, 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:August 16, 2016
Contra
Costa
County
Subject:APPOINTMENT TO COUNTY SERVICE AREA P-2A
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 629
RECOMMENDATION(S):
APPOINT Jason Tanseco to the District III Family Member seat on the Mental Health Commission to a term expiring
June 30, 2019, as recommended by Supervisor Mary Nejedly Piepho.
Jason Tanseco
Walnut Creek, CA 94596
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 Mental Health Commission interviewed applicants and made the recommendation to the District III Supervisor
for appointment.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 23
To:Board of Supervisors
From:Mary N. Piepho, District III Supervisor
Date:August 16, 2016
Contra
Costa
County
Subject:APPOINTMENT TO MENTAL HEALTH COMMISSION
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 630
RECOMMENDATION(S):
Appoint Contra Costa County Historical Society nominee Ms. Melissa Jacobson to vacant Seat 1 of the Contra
Costa County Historical Landmarks Advisory Committee (HLAC) to a term expiring August 12, 2018.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
On July 5, 1966, the Board of Supervisors named the Contra Costa County Parks & Recreation Commission
(CCCPRC) and the Contra Costa County Historical Society (CCCHS) jointly as the HLAC. On February 12, 2002,
the membership of the HLAC was revised to include the Community Development Director, along with four
members nominated by the Contra Costa County Historical Society, as the CCCPRC was no longer in existence. The
HLAC is to serve as an advisory committee to the Board of Supervisors to propose points of historical interest for
registration by the State Department of Parks and Recreation and other applicable governmental agencies, as well as
maintaining and updating the County Historical Resources Inventory.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V
Supervisor
Contact: Christine Louie, (925)
674-7787
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 27
To:Board of Supervisors
From:John Kopchik, Director, Conservation & Development Department
Date:August 16, 2016
Contra
Costa
County
Subject:Appointment to Seat 1 of the Historical Landmarks Advisory Committee
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 631
BACKGROUND: (CONT'D)
On July 12, 2016, Seat 1 was declared vacant by the Board of Supervisors due to the prior member’s inability to
serve on the committee for personal reasons. In a letter dated August 3, 2016, the Contra Costa County Historical
Society nominated Ms. Melissa Jacobson to Seat 1 to serve the remaining term.
CONSEQUENCE OF NEGATIVE ACTION:
There will be one vacant seat on the committee.
AGENDA ATTACHMENTS
Contra Costa County Historical Society Letter
Candidate Application
MINUTES ATTACHMENTS
Jacobson application
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 632
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 633
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 634
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 635
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 636
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 637
RECOMMENDATION(S):
REAPPOINT the following individual to the District II Seat of the Assessment Appeals Board for a three-year term
with an expiration date of September 2, 2019, as recommended by Supervisor Candace Andersen:
Harold D'Ambrogia
Lafayette, CA 94549
FISCAL IMPACT:
None.
BACKGROUND:
Established May 29, 1973 by Ordinance 73-45, the Assessment Appeals Board is the Board of Equalization for the
County, with the power to equalize the valuation of the taxable property in the County for the purpose of taxation and
review, as well as equalize and adjust penal and escaped assessments on the roll. There are five Appeals Board
Members. To be eligible for these positions, a person must meet the following qualifications: 1. Be knowledgeable in
the area of property appraisal and taxation. 2. Have a minimum of five years professional experience in California as
one of the following: Certified Public Accountant, Public Accountant, Licensed Real Estate Broker, Attorney, or
Property Appraiser accredited by a national professional organization. 3. Five years experience in California as an
appraiser certified by the State Board of Equalization. Assessment Appeals Board members serve staggered three
year terms.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: District 2 Supervisor, Maddy Book, Assessment Appeals Board, Appointee
C. 19
To:Board of Supervisors
From:Candace Andersen, District II Supervisor
Date:August 16, 2016
Contra
Costa
County
Subject:APPOINTMENT TO THE ASSESSMENT APPEALS BOARD
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 638
BACKGROUND: (CONT'D)
Supervisor Andersen has been pleased with Mr. D'Ambrogia's commitment and involvement on the Appeals Board
and would like him to continue to serve as the District II representative.
CONSEQUENCE OF NEGATIVE ACTION:
The District II Seat will become vacant.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 639
RECOMMENDATION(S):
REASSIGN the following person from the 2nd Alternate Seat of the County Service Area P-5 Citizens Advisory
Committee to the Appointee 5 Seat for a term with an expiration date of December 31, 2016, as recommended by
Supervisor Candace Andersen:
Mark Cordone
Alamo, CA 94507
DECLARE a vacancy in the 2nd Alternate Seat on the County Service Area P-5 Citizen Advisory Committee
effective immediately, and DIRECT the Clerk of the Board to post the vacancy.
FISCAL IMPACT:
None.
BACKGROUND:
Established on April 18, 1972, by Resolution Number 72/257, the purpose of the County Service Area P-5 Citizen
Advisory Committee is to act as a liaison between the citizens of the P-5 Police District and the Office of the Sheriff
of Contra Costa County by: Advising the Board of Supervisors and the Office of the Sheriff of the community's
needs and desires regarding police protection; Promoting public safety in the areas of home safety, traffic safety,
vacation security and crime prevention through the neighborhood watch program; and maintaining oversight of
expenditures of the public funds accruing in the P-5 Police District.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: District 2 Supervisor, Maddy Book, CSA P-5 CAC, Appointee
C. 20
To:Board of Supervisors
From:Candace Andersen, District II Supervisor
Date:August 16, 2016
Contra
Costa
County
Subject:APPOINTMENT TO THE COUNTY SERVICE AREA P-5 CITIZENS ADVISORY COMMITTEE
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 640
CONSEQUENCE OF NEGATIVE ACTION:
The Appointee 5 Seat will remain vacant.
CHILDREN'S IMPACT STATEMENT:
None.
AGENDA ATTACHMENTS
MINUTES ATTACHMENTS
Vacancy Notice
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 641
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 642
RECOMMENDATION(S):
APPOINT the following individuals to the Mental Health Commission, as recommended by Supervisor Federal D.
Glover:
Michael Ward, resident of Martinez, to the District V - Consumer Seat with a term expiring June 30, 2018.
and
Meghan Cullen, resident of Clayton, to the District V - Member-at-Large Seat with a term expiring June 30, 2019.
FISCAL IMPACT:
None.
BACKGROUND:
The Mental Health Commission's role is to review and evaluate the community's mental health needs, services,
facilities, and special problems; to review any County agreements entered into pursuant to Section 5650 of the
Welfare and Institutions Code; to advise the governing body and local mental health director as to any aspect of the
local mental health program; to submit an annual report to the Board of Supervisors; review and make
recommendations regarding the appointment of a local director of mental health services; review the County's
performance outcome data and communicate its findings to the State Mental
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V
Supervisor
Contact: Vincent Manuel (925)
427-8138
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: August 16, 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:Federal D. Glover, District V Supervisor
Date:August 16, 2016
Contra
Costa
County
Subject:Appointments to the Mental Health Commission
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 643
BACKGROUND: (CONT'D)
Health Commission; and assess the impact of the realignment of services from the State to the County on services
delivered to clients and the local community.
Each member of the Board shall has three nominations representing their district, and Supervisor Glover is requesting
to fill two of three District V seats.
CONSEQUENCE OF NEGATIVE ACTION:
The seats would remain vacant.
CHILDREN'S IMPACT STATEMENT:
None.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 644
RECOMMENDATION(S):
ADOPT Position Adjustment Resolution No. 21904 to add positions in the following represented classifications in the
Health Services Department:
One (1) Health Services Planner/Evaluator-Level B (VCXD) at salary level ZB2-1323 ($4,419-$7,242),
One (1) Public Health Mobile Clinic Operator (VMTB) at salary level TB5-1160 ($3,650-$4,437),
One (1) Public Health Nurse Program Manager (VWHL) at salary level ZA5-1989 ($8,902-$10,821), and
One (1) Public Health Program Specialist I (VBSD) at salary level ZA5-1602 ($5,655-$6,873)
FISCAL IMPACT:
Upon approval, this action has an annual cost of approximately $723,343, which includes $161,012 in pension costs.
The cost will be funded with 83% Health Care for the Homeless Grant and 17% offset from Federally Qualified
Health Care (FQHC) revenues.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V
Supervisor
Contact: Arlene J. Lozada
(925)957-5269
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 31
To:Board of Supervisors
From:William Walker, M.D., Health Services
Date:August 16, 2016
Contra
Costa
County
Subject:Add four (4) permanent positions in the Health Services Department
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 645
BACKGROUND:
The Health Services Department has a Dental Program that provides a variety of low or no-cost dental services in
our health centers and mobile clinics. Dental examinations including cleanings, fluoride treatments, fillings and
sealants are available to low income families and homeless individuals in our community.
The Dental Program was awarded a grant to expand oral health services in Contra Costa County. As a recipient of
this grant, the Health Services Department is expected to serve both new and existing patients. In addition, the
grant requires that the percentage of health center patients who receive dental services at the health centers be
increased. To meet the requirements of the grant, the Department determined that adding the four positions
comprised of the Public Health Planner/Evaluator-Level B, the Public Health Nurse Program Manager, Public
Health Program Specialist I, and the Public Health Mobile Clinic Operator is necessary. Incumbents of these
positions will be assigned in the Health Care for Homeless (HCH) Program providing duties and responsibilities
based upon their job assignments such as administration, outreach and clinical support. The Public Health
Planner/Evaluator-Level B and the Public Health Program Specialist I will support the development,
implementation and management of the HCH Co-Applicant Board, a new Federal requirement for the Heath Care
for the Homeless Program. The Department will be required to oversee the board, coordinate meetings, compile
and provide statistical data to appropriate regulatory bodies.
CONSEQUENCE OF NEGATIVE ACTION:
If this action is not approved, the Department will not have the proper resources and staff needed to be in
compliance with Federal mandates including requirements to maintain the Health Care for the Homeless grant.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
AGENDA ATTACHMENTS
P300 No. 21904 HSD
MINUTES ATTACHMENTS
Signed P300 21904
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 646
POSITION ADJUSTMENT REQUEST
NO. 21904
DATE 8/1/2016
Department No./
Department Health Services Budget Unit No. 0450 Org No. 6377 Agency No. A18
Action Requested: Add one (1) full-time Health Services Planner/Evaluator-Level B (VCXD) position, one (1) full-time Public
Health Mobile Clinic Operator (VMTB) position, one (1) full-time Public Health Nurse Program Manager (VWHL) position, and
one (1) full-time Public Health Program Specialist I (VBSD) position in the Health Services Department.
Proposed Effective Date: 8/17/2016
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 $723,343.51 Net County Cost $0.00
Total this FY $542,507.63 N.C.C. this FY $0.00
SOURCE OF FUNDING TO OFFSET ADJUSTMENT 83% Health Care for the Homeless Grant & 17% FQHC Revenues
Department must initiate necessary adjustment and submit to CAO.
Use additional sheet for further explanations or comments.
Arlene J. Lozada
______________________________________
(for) Department Head
REVIEWED BY CAO AND RELEASED TO HUMAN RESOURCES DEPARTMENT
Enid Mendoza 8/8/2016
___________________________________ ________________
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 8/8/2016
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
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 647
REQUEST FOR PROJECT POSITIONS
Department Date 8/8/2016 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
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 648
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 649
RECOMMENDATION(S):
ADOPT Position Adjustment Resolution No. 21896 to add one (1) Clerk-Recorder Services Manager (EASA)
(represented) position at salary plan and grade ZA5 1776 ($6,718-$8,166) and one (1) Information Systems
Technician I (LTWB) (represented) position at salary plan and grade TB5 1408 ($4,666-$5,672); and cancel one (1)
Recorder's Operations Manager (J9HF) (represented) vacant position No. 6257 at salary plan and grade ZA5 1450
($4,864-$5,913) and one Information Systems Specialist II (LTVA) (represented) position No. 14985 at salary plan
and grade TB5 1393 ($4,597-$5,588) in the Clerk Recorder Elections Department.
FISCAL IMPACT:
The net increase in County Cost will be $11,700 annually; the cost will be funded within the approved budget.
BACKGROUND:
In 2009, the division reorganized and created classifications that were able to perform County Clerk and recording
functions. The Recorder Division currently has one Clerk-Recorder Services Manager position that oversee both
County Clerk and Recording functions, and a Recorder Operations Manager position that directs recording functions.
The Recorder's Operations Manager recently retired and the department would like to cancel the position and add a
Clerk-Recorder Services Manager that will oversee both Clerk and Recording functions in the division.
The Elections Division has a vacant Information Systems Specialist II position due to a resignation, and would like to
cancel the Information Systems Specialist II position and add an Information Systems Technician
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Debi Cooper,
925-335-7899
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: Debi Cooper
C. 30
To:Board of Supervisors
From:Joseph E. Canciamilla, Clerk-Recorder
Date:August 16, 2016
Contra
Costa
County
Subject:Add one Clerk-Recorder Services Manager and one Info. Systems Tech I positions; cancel one Operations Manager
and Info. Systems Specialist II position
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 650
BACKGROUND: (CONT'D)
I position. The department currently has one Information Systems Technician and would like to add an additional
position. The Technicians are expected to perform the same task and serve as back-up to each other, and should be
at the same classification level.
CONSEQUENCE OF NEGATIVE ACTION:
If this action is not approved, the department will not have adequate staffing at the Manager level to oversee work
flow for both County Clerk and Recording functions which will result in filling a vacant Recorder's Operations
Manager position that will only oversee the recording functions. If the department is unable to add an Information
Systems Technician, they will continue to have classifications that do not allow the most efficient use of staff and
skills needed across the division.
AGENDA ATTACHMENTS
P300 28196 Clerk Recorder
MINUTES ATTACHMENTS
Signed P300 28196
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 651
POSITION ADJUSTMENT REQUEST
Department No./ COPERS
Department Clerk-Recorder Budget Unit No. 043/355 Org. No. 2353/355 Agency No. ___24_____
Action Requested Org 355: Add one Clerk-Recorder Services Manager (EASA), cancel one vacant Recorder
Operations manager (J9HF), position number 06257. Org 2353: Add one Information Systems Technician I
(LTWB), cancel one vacant Information Systems Specialist II (LTVA), position number 14985.
_ ___ Proposed Effective Date: August 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
Estimated total cost adjustment (Salary/benefits/one time): $ 0
Total annual cost $ 11,700 Net County Cost $ 11,700
Total this FY $ 10,725 N.C.C. this FY $ 10,725.
SOURCE OF FUNDING TO OFFSET ADJUSTMENT Within current fiscal year budget, no change in FTE’s .
Department must initiate necessary adjustment and submit to CAO.
Use additional sheet for further explanations or comments. __________________J.C.__________________ ___7/22/16____
(for) Department Head Date
REVIEWED BY CAO AND RELEASED TO HUMAN RESOURCES DEPARTMENT
_______________BR for JE________________ ___7/28/16___
Deputy County Administrator Date
HUMAN RESOURCES DEPARTMENT RECOMMENDATION DATE: _8/3/2016_________
Add one (1) Clerk-Recorder Services Manager (EASA)(represented) position at salary plan and grade ZA5 1776
($6,718-$8,166) and one (1) Information Systems Technician I (LTWB) (represented) position at salary plan and
grade TB5 1408 ($4,666-$5,672); and cancel one (1) Recorder's Operations Manager (J9HF) (represented)
vacant position No. 6257 at salary plan and grade ZA5 1450 ($4,864-$5,913) and one Information Systems
Specialist II (LTVA) (represented) position No. 14985 at salary plan and grade TB5 1393 ($4,597-$5,588)
Amend Resolution 71/17 establishing positions and resolutions allocating classes to the Basic/Exempt salary schedule as described above.
Effective: Day following Board Action.
_____________________ (Date) __________________________Tanya Williams______________
(for) Director of Human Resources
COUNTY ADMINISTRATOR RECOMMENDATION DATE: ___8/10/16________
Approve Recommendation of Director of Human Resources
Disapprove Recommendation of Director of Human Resources
Other: ___________________________________________ ___/s/ Julie DiMaggio Enea______________
(for) County Administrator
BOARD OF SUPERVISORS ACTION: David Twa, Clerk of the Board of Supervisors
Adjustment 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)
NO. _21896_________
DATE _7/28/16______
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 652
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 653
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 654
RECOMMENDATION(S):
ADOPT Position Adjustment Resolution No. 21903 to add six (6) Juvenile Institution Officer III (7KTB)
(represented) positions at salary plan and grade PP5 1507 ($5,068-$6,160) in the Probation Department.
FISCAL IMPACT:
The annual fiscal impact is approximately $982,674 which constitutes the total compensation package (salary and
benefits) of these six positions. Of this amount, the County’s pension cost is approximately $398,766. The fiscal
impact will be covered 100% by the General Fund.
BACKGROUND:
In August 2013, Disability Rights Advocates (DRA), a nonprofit organization dedicated to advancing the rights of
disabled persons, initiated a class-action lawsuit against Contra Costa County and the Contra Costa County Office of
Education. On November 25, 2015, the court approved a settlement agreement between Contra Costa County and
DRA.
The Department has been working with Professor Latessa from the University of Cincinnati Corrections Institute and
his staff to develop a new behavior management
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
Contact: Danielle Fokkema,
925-313-4195
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: Danielle Fokkema
C. 32
To:Board of Supervisors
From:Todd Billeci, Interim County Probation Officer
Date:August 16, 2016
Contra
Costa
County
Subject:Add six Juvenile Institution III positions
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 655
BACKGROUND: (CONT'D)
system for Juvenile Hall, including a more effective way to use room confinement without compromising the
safety and security of the facility. The new behavior management system will focus on providing incentives to
juveniles to engage in positive behavior rather than relying on discipline and punishment to discourage negative
behavior. This emphasis on positive reinforcement reflects a philosophical change in the Department's approach to
behavioral issues. The new behavior management system requires additional staffing in order to maximize the
benefits of that system without compromising the security and safety of the facility. The increased staff permits
probation counselors to engage in one-on-one communications with juveniles, which is a critical feature of the
new behavior management system. Therefore, the Probation Department is asking for six (6) additional staff to
roll out the new behavior management system to two (2) more units in Juvenile Hall. In addition to implementing
the new behavior management system, a federal law called the Prison Rape Elimination Act (PREA) requires the
Probation Department to reduce juvenile to staff ratios by October 2017. The Probation Department will need to
gradually increase the staff at Juvenile Hall over the next year in order to meet the stricter PREA standard.
Increasing staffing now will effectively address both the new behavior management system and the additional
requirements under PREA.
CONSEQUENCE OF NEGATIVE ACTION:
The Juvenile Hall will lack sufficient staff to properly implement the new behavioral management system.
CHILDREN'S IMPACT STATEMENT:
This program supports the following Board of Supervisors’ community outcomes: "Children are Healthy and
Ready for School", "Youth Are Healthy and Preparing for Adulthood", and "Families and Communities Are Safe."
AGENDA ATTACHMENTS
Position Adjustment Resolution No. 21903
MINUTES ATTACHMENTS
Signed P300 21903
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 656
POSITION ADJUSTMENT REQUEST
NO. 21903
DATE 8/1/2016
Department No./
Department Probation Budget Unit No. 0309 Org No. 3120 Agency No. 30
Action Requested: ADOPT Position Adjustment Resolution No. 21903 to add six (6) Juvenile Institution Officer III (7KTB)
(represented) positions in the Probation Department.
Proposed Effective Date: 9/1/2016
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 $982,674.00 Net County Cost $982,674.00
Total this FY $818,895.00 N.C.C. this FY $818,895.00
SOURCE OF FUNDING TO OFFSET ADJUSTMENT 100% General Fund
Department must initiate necessary adjustment and submit to CAO.
Use additional sheet for further explanations or comments.
Todd Billeci
______________________________________
(for) Department Head
REVIEWED BY CAO AND RELEASED TO HUMAN RESOURCES DEPARTMENT
Vana Tran for Timothy M. Ewell 8/4/2016
___________________________________ ________________
Deputy County Administrator Date
HUMAN RESOURCES DEPARTMENT RECOMMENDATIONS DATE
Add six (6) Juvenile Institution Officer III (7KTB) (represented) positions at salary plan and grade PP5 1507 ($5,068 - $6,160)
in the Probation Department.
Amend Resolution 71/17 establishing positions and resolutions allocating classes to the Basic / Exempt salary schedule.
Effective: Day following Board Action.
9/1/2016(Date) Fina Prak, Human Resources Department
___________________________________ ________________
(for) Director of Human Resources Date
COUNTY ADMINISTRATOR RECOMMENDATION: DATE 8/10/2016
Approve Recommendation of Director of Human Resources
Disapprove Recommendation of Director of Human Resources Vana Tran for Timothy M. Ewell
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
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 657
REQUEST FOR PROJECT POSITIONS
Department Date 8/10/2016 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
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 658
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 659
RECOMMENDATION(S):
ADOPT Position Adjustment Resolution No. 21879 to reallocate the classification of Animal Clinic
Veterinarian-Exempt (BKS1) (unrepresented) position at salary plan and grade B85 1780 ($6,747-$8,201) to B85
1957 ($8,042-$9,775) on the Salary Schedule in the Animal Services Department.
FISCAL IMPACT:
32% User Fees, 31% City Revenues, 37% County General Fund.
BACKGROUND:
The Animal Clinic Veterinarian-Exempt will oversee and manage contract Veterinarians, Animal Services medical
and shelter staff and operations. The Animal Clinic Veterinarian-Exempt develops and implements shelter animal
care and medical policies and procedures to ensure the provision of appropriate care and support for animals at all
Contra Costa County Animal Services Department (CCCASD) locations. The Animal Clinic Veterinarian-Exempt
ensures that staff is appropriately assisting Veterinarians in providing health care to animals; coordinates euthanasia
certification training for center staff as required; monitors and ensures that shelter facilities are maintained
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Beth Ward 925-335-8370
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: Arturo Castillo
C. 29
To:Board of Supervisors
From:Beth Ward, Animal Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Reallocate the salary of Animal Clinic Veterinarian-Exempt (BKS1)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 660
BACKGROUND: (CONT'D)
and in sanitary condition; and, by working with shelter Veterinarians, analyzes and monitors population disease
control measures; and performs other related work as required. The Animal Clinic Veterinarian-Exempt also has
oversight in the medical operations of Animal Services Departments public spay/neuter center and vaccine clinic,
working with the Administrative Services Officer to help ensure expense and revenue goals are developed and met.
CONSEQUENCE OF NEGATIVE ACTION:
The Animal Shelter will be without Veterinarian leadership and will not specifically be able to operate the Animal
Spay and Neuter Clinic and In-House Medical Care.
CHILDREN'S IMPACT STATEMENT:
No impact.
AGENDA ATTACHMENTS
AIR 26101 P300 21879 Salary Reallocation
MINUTES ATTACHMENTS
Signed P300 21879
AIR 26101 P300 21879 Salary Reallocation
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 661
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 662
POSITION ADJUSTMENT REQUEST
NO. 21879
DATE 7/6/2016
Department No./
Department Animal Services Budget Unit No. 0366 Org No. 0344 Agency No. 36
Action Requested: Reallocate the salary of Animal Clinic Veterinarian-Exempt (BKS1) (32% User Fees, 31% City Revenues,
37% County General Fund).
Proposed Effective Date: 10/1/2016
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 $147,629.00 Net County Cost $54,622.77
Total this FY $147,629.00 N.C.C. this FY $54,622.77
SOURCE OF FUNDING TO OFFSET ADJUSTMENT User Fees and City Fees
Department must initiate necessary adjustment and submit to CAO.
Use additional sheet for further explanations or comments.
Arturo Castillo
______________________________________
(for) Department Head
REVIEWED BY CAO AND RELEASED TO HUMAN RESOURCES DEPARTMENT
Kevin J. Corrigan 7/6/2016
___________________________________ ________________
Deputy County Administrator Date
HUMAN RESOURCES DEPARTMENT RECOMMENDATIONS DATE 8/9/2016
Reallocate the classification of Animal Clinic Veterinarian-Exempt (BKS1) (unrepresented) position at salary plan and grade
B85 1780 ($6,747-$8,201) to B85 1957 ($8,042-$9,775) on the Salary Schedule
Amend Resolution 71/17 establishing positions and resolutions allocating classes to the Basic / Exempt salary schedule.
Effective: Day following Board Action.
(Date) Lauren Ludwig 8/9/2016
___________________________________ ________________
(for) Director of Human Resources Date
COUNTY ADMINISTRATOR RECOMMENDATION: DATE 8/16/2016
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
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 663
REQUEST FOR PROJECT POSITIONS
Department Date 8/19/2016 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
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 664
RECOMMENDATION(S):
APPROVE the Public Works Director, or designee, to execute a Lease with RIO Properties I, LLC to lease
approximately 22,746 rentable square feet of office and warehouse space. The term of this lease is 12 years with one
ten-year renewal term, each as defined in the lease. The annual rental payment for the first year is $313,884, with an
annual increases thereafter, to be occupied by County’s Health Services Department – Information Technology
Division, under the terms and conditions set forth in the lease; AUTHORIZE the Public Works Director, or designee,
to execute the lease on behalf of Contra Costa County, and any renewal options thereafter.
FISCAL IMPACT:
100% General Fund.
BACKGROUND:
Health Services Department (HSD) has largely maximized the utilization of all the buildings and spaces it currently
occupies. HSD needs additional office and warehouse space for its Information Technology Division in central
county. The new lease on Bisso Lane will provide adequate space for future growth of these functions. This lease will
also consolidate staff from
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: David Silva, (925)
313-2132
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stepahnie Mello, Deputy
cc:
C. 33
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Lease Execution - 2400 Bisso Lane, Concord - Health Services Dept. - IT Division
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 665
BACKGROUND: (CONT'D)
multiple locations into an adequately sized central facility.
RIO Properties (Lessor) is responsible for constructing the tenant improvements in the premises for the County.
Lessor is also providing the County with a $30 per-square-foot allowance for tenant improvements. The County is
responsible for the cost of tenant improvements in excess of that amount.
CONSEQUENCE OF NEGATIVE ACTION:
If this Lease is not approved, the Health Services Department – Information Technology Division will continue to
operate from multiple locations, and the County will incur additional expenses in finding a new location.
ATTACHMENTS
2400 Bisso Ln - Lease
2400 Bisso Ln - Work Letter
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 666
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 667
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 668
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 669
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 670
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 671
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 672
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 673
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 674
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 675
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 676
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 677
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 678
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 679
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 680
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 681
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 682
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 683
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 684
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 685
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 686
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 687
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 688
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 689
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 690
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 691
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 692
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 693
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 694
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 695
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 696
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 697
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 698
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 699
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 700
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 701
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Employment & Human Services Department Director, or designee, to apply for
and accept funding in an amount not to exceed $6,250,000 from the Department of Health and Human Services
Administration for Children and Families for Early Head Start supplemental funding for the term January 1, 2017 -
December 31, 2017.
FISCAL IMPACT:
The County, as Grantee, is required to generate a 20% non-federal in-kind match not to exceed $1,250,000 (see chart
below). This match is achieved through collaboration with State Child Development programs and the volunteer
hours accrued by Head Start parents and community partners.
CFDA # 93.708
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: CSB (925) 681-6345
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: Christina Reich, Eric Pormento, Cassandra Youngblood
C. 37
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:2017 Early Head Start Childcare Partnerships Grant Supplemental Funds
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 702
FISCAL IMPACT: (CONT'D)
Early Head Start Childcare Partnership Funding
Federal $5,000,000 = 80%
Match (In-Kind) $1,250,000 = 20%
Total $6,250,000 = 100%
In-Kind match is 20% of total funding
BACKGROUND:
Administration for Children and Families (ACF) routinely provides expanded funding opportunities throughout
the program year. The Office of Head Start recognizes that grantees will identify needs for additional funding
during the initial implementation phase that were not apparent at the time of the initial award. The department has
identified the need for additional funds to address health and nutrition; disabilities and mental health; safety; and
professional development for Early Head Start staff.
This board order seeks approval to submit an application to ACF for the Early Head Start Childcare Partnership
grant supplemental funds. The funding application is due to the Office of Head Start, in the Administration for
Children and Families Division of the Federal Department of Health and Human Services on August 30, 2016.
The application will be reviewed for approval by the Policy Council on August 17, 2016.
CONSEQUENCE OF NEGATIVE ACTION:
If not approved, funding will be lost to operate the program.
CHILDREN'S IMPACT STATEMENT:
The Community Services Bureau of the Employment & Human Services Department’s Head Start program
supports three of Contra Costa County’s community outcomes - Outcome 1: “Children Ready for and Succeeding
in School,” Outcome 3: “Families that are Economically Self-sufficient,” and, Outcome 4: “Families that are Safe,
Stable, and Nurturing.” These outcomes are achieved by offering comprehensive services, including high quality
early childhood education, nutrition, and health services to low-income children throughout Contra Costa County.
ATTACHMENTS
EHS Pships Grant Narrative
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 703
2017 Early Head Start Childcare Partnerships
16-Point Narrative
08-04-16
Contra Costa County Employment & Human Services Department
Community Services Bureau
2016 Early Head Start-Child Care Partnerships Funding Application
EXECUTIVE SUMMARY
INCOMING FUNDS NARRATIVE STATEMENT
1. PROJECT/PROGRAM TITLE. Early Head Start-Child Care Partnerships Funding
Application for Budget Period January 1,2017 through December 31, 2017.
2. FUNDING AGENCY. Department of Health and Human Services, Administration for
Children and Families (ACF), Office of Head Start (OHS).
3. SUBMITTAL STATUS. This is a submission of application for Early Head Start Child
Care Partnership grant funding for FY 2017.
4. PROPOSED TERM. Funding must be requested annually. The standard one year
budget period is from January 1, 2017 through December 31, 2017. The budget
summary is below.
5. CURRENT FUNDING. Funding for Early Head Start is provided by federal dollars.
Contra Costa County, as Grantee, is required to generate a 20% non-federal match of
the total project budget, which may be in cash or in-kind contributions, fairly valued.
6. FUTURE FUNDING. An application for continuation grant funding must be submitted
each year.
7. BUDGET SUMMARY
Budget Categories:
FY 2015 EHS Program
Operation
Personnel $ 1,238,500
Fringe Benefits $ 978,415
T & TA $ 125,000
Travel $ - 0 -
Supplies $ 67,785
Contractual $ 2,056,156
Other $ 270,344
Sub-Total of Direct Charges $4,736,200
Indirect Costs $ 263,800
Total Federal Amount Being Requested $5,000,000
Non-Federal Share $ 1,250,000
Total Federal and Non-Federal $6,250,000
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 704
2017 Early Head Start Childcare Partnerships
16-Point Narrative
08-04-16
2
8. STAFFING REQUIREMENTS. As Grantee, Contra Costa County operates the
Head Start Program, which is administered and staffed by the Employment & Human
Services Department, Community Services Bureau.
9. PROGRAM NEED. The Community Services Bureau serves the needs of low-
income children (3-5 years of age under Head Start, and prenatal - 3 yrs under Early
Head Start) and their families, by providing quality childcare, child development, and
other services such as medical, mental health and dental needs.
10. RELATIONSHIP TO OTHER PROGRAMS. The Community Services Bureau’s
Head Start program combines Federal Head Start and State Child Development funding
into one cohesive program. The Bureau also has strong collaborations with other
departments within the County and partners with community based organizations, local
private businesses, schools, non-profits, and volunteer organizations.
11. PROJECT GOALS. (Same goals and objectives for both Head Start and Early
Head Start)
Goal 1: Poor health and nutrition are significantly correlated to childr en and families
living in poverty. CSB will address the need to improve indicators of nutritional health
through increased education, and physical activity.
Goal 2: Disabilities and mental health needs continue to trend upwards. CSB will
expand mental health and disabilities assessment, treatment and case management
linkage opportunities for children and families.
Goal 3: Exposure to violence has a lasting impact on children’s development including
their emotional, mental and physical health. CSB seeks to provide positive and
enduring change that increases child attachment by providing services to promote the
safety and well-being of children and families.
Goal 4: CSB will provide ongoing learning opportunities to enhance employees’ career
development and assist in meeting new job requirements.
12. STATED OBJECTIVES.
By July 2017, CSB will engage in an obesity prevention and early intervention
program which will focus on physical activity and healthy eating habits.
By July 2017, CSB will implement a family education component to its curriculum
that focuses on the importance of being physically active and eating nutritious
meals and snacks.
By July 2017, CSB will collaborate with community partners to provide
classroom-based support in understanding and supporting the social-emotional
development of children.
By December 2017, CSB will implement the use of Otoacoustic Emissions (OAE)
screenings for all infants/toddlers and preschool-age children who are non-
responsive to audiometric screenings.
By July 2017, CSB will implement an autism screening in an effort to link children
and families to the appropriate interventions.
By December 2017, CSB will implement an in-reach program at the Contra Costa
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 705
2017 Early Head Start Childcare Partnerships
16-Point Narrative
08-04-16
3
County Detention Facilities in partnership with Contra Costa County Probation
and the County Office of Education.
By July 2017, CSB will enhance its violence prevention and safety program for
children, families, and staff.
By December 2017, CSB will begin the Family Development Credential training
program to Comprehensive Services staff.
Through September 30, 2018, CSB will continue to support teaching staff in
pursuit of their degrees through leveraging of resources and ongoing
partnerships with community colleges.
13. ACTIVITY SUMMARY. Program continues to provide high-quality services.
14. EVALUATION METHOD(S). Measurable, results-based child and family
outcomes have been implemented, such as the required State of California’s Desired
Results Developmental Profile, for programs providing services through collaboration
with the State of California Department of Education.
15. CHANGES COMPARED TO PRIOR YEAR (if any). Goals and Objectives cover
FY 2013 – FY 2018. Policy Council has been involved in the development, review and
evaluation process of the goals and objectives.
16. POTENTIAL CONTROVERSIAL ISSUES. None. Public perception of the
Head Start and Early Head Start programs remain positive. The Policy Council will
approve submission of this grant at their August 17, 2016 meeting.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 706
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Agricultural Commissioner, or designee, to execute Agreement #16-C0006 with
the Department of Pesticide Regulation (DPR) for reimbursement not to exceed $21,599 to implement "Enforcement
Evaluation and Improvement Project" (EEIP) for the period of July 1, 2016 through February 28, 2017.
FISCAL IMPACT:
This agreement provides reimbursement for County expenses incurred during this period for enforcement activities
performed on behalf of the Department of Pesticide Regulation (DPR) in Contra Costa County up to $21,599. There
is no county match of funds.
BACKGROUND:
The objective of this agreement is to assist DPR in carrying out it's Enforcement Evaluation and Improvement Project
(EEIP). The EEIP and this agreement will assist DPR in it's compliance with the Federal Insecticide Fungicide and
Rodenticide Act (FIFRA) statutory requirements pursuant to delegated enforcement authority from the U.S.
Environmental Protection Agency (EPA) through the three-party Cooperative Agreement between U.S., EPA, DPR
and County Agricultural
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: 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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 34
To:Board of Supervisors
From:Chad Godoy, Director of Agriculture/Weights & Measures
Date:August 16, 2016
Contra
Costa
County
Subject:Agreement #16-C0006 DPR - EEIP
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 707
BACKGROUND: (CONT'D)
Commissioners and Sealers Association, and Food and Agriculture Code Section 2281. The compliance and
enforcement data from the CAC for the purpose of evaluating individuals and businesses licensed by the state to
determine if enforcement action is warranted. The evaluation of compliance and enforcement data is to ensure
statewide consistency with DPR policies, regulations and laws, and identify trends that will be used to improve
outreach and education to licensees. The improvement of communication and collaboration between DPR and the
CAC in the tracking development, and preparation of enforcement responses as needed to establish and implement
County Agricultural Commissioner enforcement. The Department of Agriculture will assist DPR by carrying out its
EEIP. DPR will compensate the County Agricultural Department for actual expenditures incurred in accordance with
the rate specified in paragraph 4 (Budget and Rates) and that total shall not exceed $21599.
CONSEQUENCE OF NEGATIVE ACTION:
Failure to accept Agreement #16-C0006 will mean that the Department will not have the revenue necessary to
perform enforcement activities on behalf of the Department of Pesticide Regulation (DPR) and will lose
administrative overhead that is of benefit to the department's operational budget.
CHILDREN'S IMPACT STATEMENT:
None
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 708
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director or his designee, to accept, on behalf of the County,
Agreement #29-683 from University of California, San Francisco (UCSF), an educational institution, to pay the
County an amount not to exceed $11,800 for the Connection to Health (CTH) Diabetes Self-Management Project at
Contra Costa Regional Medical Center (CCRMC), for the period from July 1, 2016 through June 30, 2018.
FISCAL IMPACT:
Approval of this Agreement will result in an amount payable to the County not to exceed $11,800 from UCSF for the
CTH Diabetes Self-Management Project. No County match required.
BACKGROUND:
The purpose of this Memorandum of Understanding in collaboration with UCSF, is to fund the County to implement
the CTH Diabetes Self-Management Project in Contra Costa County for patients with type 2 diabetes. The CTH is an
integrated online program of patient assessment and behavioral change tools and strategies, to promote diabetes
related lifestyle change. The goal is to support patients with type 2 diabetes to adopt healthy behaviors and improve
their health. Approval of Agreement #29-683 will allow the County to work in support with UCSF on the CTH
Project, through June 30, 2018.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Samir Shah, M.D.,
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: K Cyr, M Wiulhelm
C. 36
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Agreement #29-683 from University of California, San Francisco
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 709
CONSEQUENCE OF NEGATIVE ACTION:
If the County does not accept the agreement from UCSF, patients will not receive the CTH program in Contra Costa
County.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 710
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or his designee, to execute, on behalf of the County,
Novation Contract #28–501–25 with Pleasant Hill Recreation and Park District, a government agency, to provide
congregate meal services for County’s Senior Nutrition Program, for the period from July 1, 2016 through June 30,
2017. This Contract includes a three-month automatic extension through September 30, 2017.
FISCAL IMPACT:
Agency will pay County the voluntary contributions it receives from participating seniors, after it has paid its
authorized expenses. No County match required.
BACKGROUND:
This Contract meets the social needs of County’s population by providing an average of 60 congregate meals per day,
five days per week for senior citizens at the Pleasant Hill Recreation and Park District.
On September 22, 2015, the Board of Supervisors approved Novation Contract #28–501–24
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: A FLOYD , M WILHELM
C. 35
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Novation Contract #28–501-25 with Pleasant Hill Recreation and Park District
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 711
BACKGROUND: (CONT'D)
with the Pleasant Hill Recreation & Park District, for the period from July 1, 2015 through June 30, 2016, which
included a three-month automatic extension through September 30, 2016, for the provision of congregate meal
services for County’s Senior Nutrition Program.
Approval of Novation Contract #28–501–25 replaces the automatic extension under the prior Contract and allows the
Agency to continue providing services through June 30, 2017, including modifications to County’s standard
indemnification clause and General Conditions.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, County’s senior citizens who depend on County’s Senior Nutrition Program will not
receive meals at Contractor’s facility.
CHILDREN'S IMPACT STATEMENT:
Not Applicable
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 712
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to execute a contract
amendment with Bay Area Community Resources, Inc., to increase the payment limit by $60,673 to a new payment
limit of $130,673 for additional and enhanced Youth Justice Initiative services in East Contra Costa County for the
period of April 1, 2016 through December 31, 2016. (100% Federal)
FISCAL IMPACT:
$130,763.00: 100% Federal (Justice Assistance Grant)
BACKGROUND:
The Zero Tolerance for Domestic Violence Initiative (ZTDVI) was awarded a three-year Justice Assistance Grant
(JAG) in order to implement the Contra Costa County Youth Justice Initiative (YJI). Contractor will provide a Youth
Success Counselor (YSC) for youth ages ten through twenty-four involved in the juvenile justice system in
accordance with the YJI. Bay Area Community Resources, Inc., provides reentry plan, case management, and general
support through peer groups, literacy, work-readiness, and social-emotional assessment and monitoring, academic
and career training, and advocacy and will now include more academic, job training, and mental/behavioral health
services.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 38
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Amend Contract with Bay Area Community Resources, Inc.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 713
CONSEQUENCE OF NEGATIVE ACTION:
Youth in East Contra Costa County enrolled in the Youth Justice Initiative will not have access to services and
support to assist in successful reentry.
CHILDREN'S IMPACT STATEMENT:
The services provided under this contract support all five of Contra Costa County’s community outcomes: (1)
"Children Ready for and Succeeding in School"; (2) "Children and Youth Healthy and Preparing for Productive
Adulthood"; (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” by providing
reentry, academic, pre-employment, and case management services,
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 714
RECOMMENDATION(S):
APPROVE and AUTHORIZE the County Administrator, or designee, to execute a contract amendment with the
Contra Costa County Bar Association to increase the payment limit by $55,000, from $4,127,000 to a new payment
limit of $4,182,000 for the provision of criminal conflict defense services with no change to the term July 1, 2015
through June 30, 2016.
FISCAL IMPACT:
$55,000, 100% County General Fund.
BACKGROUND:
Since 1983, the County has contracted with the Contra Costa County Bar Association for the provision of conflict
defense services. The original contract was in response to the escalating cost of conflict defense services under the old
system of court-appointed counsel. Subsequently, in FY 1991/92, the Public Defender created an Alternate
Defender’s Office to handle conflict cases. The cases referred to the Bar Association generally represent multiple
co-defendant cases in which the Alternate Defender’s Office can represent only one co-defendant.
The contract with the Bar Association for
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
RECUSE:Candace Andersen, District II
Supervisor
Contact: Timothy 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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 66
To:Board of Supervisors
From:David Twa, County Administrator
Date:August 16, 2016
Contra
Costa
County
Subject:AMENDMENT TO CONTRACT WITH CONTRA COSTA BAR FOR CRIMINAL CONFLICT DEFENSE
SERVICES
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 715
BACKGROUND: (CONT'D)
conflict defense services includes only the costs associated with representing criminal and delinquency cases referred
to the Bar Association through a written affidavit of conflict by the Public Defender and the Alternate Defender. In
prior years, the contract also provided for legal representation in juvenile dependency cases. County-provided
juvenile dependency services were terminated by the Superior Court in July 2008.
The current contract with the Bar Association covers the two-year period of July 1, 2015 through June 30, 2017 with
payment limits of $4,127,000 for fiscal year 2015/16 and $3,650,000 for fiscal year 2016/17. The proposed contract
amendment will increase the payment limit by an additional $55,000 in fiscal year 2015/16 to reflect actual costs
associated with increased attorney caseloads referred by the Public Defender or Alternate Defender.
CONSEQUENCE OF NEGATIVE ACTION:
Payment of criminal conflict attorney services is a mandated County cost. If the recommended action is not approved,
the contract with the Bar Association the County will remain obligated to pay the Bar for cases assigned and still in
progress. The appointment and payment of private attorneys for new conflict cases that cannot be handled by the
Alternate Defender’s Office will revert to the court-appointed method used prior to the Bar Association contract. All
active and new criminal and delinquency conflict cases will be referred to the courts for appointment of defense
counsel with the County fiscal responsible for all costs involved.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 716
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or his designee, to execute, on behalf of the County,
Contract Amendment/Extension Agreement #23-570-1 with Whitehat Security, Inc., a corporation, effective August
1, 2016, to amend Contract #23-570, to increase the payment limit by $100,000, from $50,000 to a new payment
limit of $150,000, and to extend the termination date from August 3, 2016 to August 3, 2017.
FISCAL IMPACT:
This amendment is funded 100% by Enterprise Fund I. (Rate increase)
BACKGROUND:
In November 2015, the County Administrator approved and the Purchasing Services Manager executed Contract
#23-570 with Whitehat Security, Inc., to provide software maintenance and support services including, but not limited
to, consulting and technical assistance to the Department’s Information Systems Unit, for the period from August 3,
2015 through August 3, 2016.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: J Pigg , M Wilhelm
C. 59
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Amendment/Extension #23-570-1 with Whitehat Security, Inc.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 717
BACKGROUND: (CONT'D)
Approval of Contract Amendment/Extension Agreement #23-570-1 will allow the Contractor to continue to provide
consulting, technical support and training to the Department’s Information Systems Unit, through August 3, 2017.
CONSEQUENCE OF NEGATIVE ACTION:
If this amendment is not approved, the Information Systems Unit will not receive consulting, technical support and
training from this Contractor.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 718
RECOMMENDATION(S):
APPROVE a Consulting Services Agreement with Dreyfuss & Blackford Architects ("D&B"), in an amount not to
exceed $200,000, subject to approval by the County Administrator and approval as to form by County Counsel, for
architectural, engineering and other technical services to provide a five year capital facilities plan, and AUTHORIZE
the Public Works Director, or designee, to execute the agreement following approval by the County Administrator
and approval as to form by County Counsel.
FISCAL IMPACT:
100% General Fund.
BACKGROUND:
The County is preparing a new five year plan for capital facility projects including the potential construction of new
County buildings, a new Emergency Operations Center and other significant facility construction and/or renovation.
In order to prepare the new five year plan, staff requires the assistance of several technical disciplines including
architecture, site
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
Contact: Ramesh Kanzaria, (925)
313-2000
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: PW Accounting, PW CPM Division Manager, PW CPM Clerical, Auditor's Office, County Administrator's Office, County Administrator's Office
C. 61
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:APPROVE and AUTHORIZE Execution of a Consulting Services Agreement with Dreyfuss & Blackford Architects
to Provide a 5-year Capital Facilities Plan
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 719
BACKGROUND: (CONT'D)
planning, landscape architecture, engineering and construction estimating. Prior studies have been conducted to
determine the feasibility of replacing of the County Administration Building and a new Emergency Operations
Center for use by the Office of the Sheriff and the Contra Costa County Fire Protection District, but no projects were
undertaken. As part of the next five year plan it is time to refresh the technical studies which will allow planning and
sign options for creating a new and more efficient facility to meet the present-day needs of County department users.
On June 14, 2016, the Board approved the Public Works Department issuance of a Request for Qualifications and to
solicit Statements of Qualifications ("SOQs") for the subject services. The Public Works Department received 10
SOQ's from interested firms and 4 firms were shortlisted. A selection committee comprised of County staff
conducted interviews and ranked the short-listed firms. D&B was among the top three ranking firms. It is
recommended that D&B be awarded the agreement for the subject services.
CONSEQUENCE OF NEGATIVE ACTION:
If the agreement is not approved and the planning study cannot be conducted, existing buildings will continue to be
underutilized and will deteriorate, further resulting in higher maintenance costs.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 720
RECOMMENDATION(S):
APPROVE a Consulting Services Agreement with KMD Architects ("KMD"), in an amount not to exceed $200,000,
subject to approval by the County Administrator and approval as to form by County Counsel, for architectural,
engineering and other technical services to provide a planning study for the replacement of the existing County
Administration Building, and AUTHORIZE the Public Works Director, or designee, to execute the agreement
following approval by the County Administrator and approval as to form by County Counsel.
FISCAL IMPACT:
100% General Fund.
BACKGROUND:
The County is preparing a new five year plan for capital facility projects that includes the potential construction of
new County buildings. One possible project under the capital facility projects plan is the replacement of the current
County Administration Building, located at 651 Pine Street, Martinez, a 12-story building built in 1962, connected to
a 5-story North Wing building built in 1952. The buildings have served their full-use, but have now reached a level
of physical deterioration that requires constant maintenance. Ongoing repairs are proving to be cost
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
Contact: Ramesh Kanzaria, (925)
313-2000
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: PW Accounting, PW CPM Division Manager, PW CPM Clerical, Auditor's Office, County Counsel's Office, County Administrator's Office, County Administrator's Office
C. 60
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:APPROVE and AUTHORIZE Execution of a Consulting Services Agreement with KMD Architects to Conduct a
Planning Study
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 721
BACKGROUND: (CONT'D)
ineffective, and the buildings are vastly underutilized due to a small floor-plan configuration that does not allow
efficient space utilization for all user departments. The higher cost of deferred and preventative maintenance for the
buildings exceeds the normal threshold of a typical facility. Prior studies have been conducted to determine the
feasibility of replacing the County Administration Building, but no replacement project was undertaken. As part of
the next five year plan it is time to refresh the technical studies which will allow planning and sign options for
creating a new and more efficient facility to meet the present-day needs of County department users. On June 14,
2016, the Board approved the Public Works Department issuance of a Request for Qualifications and to solicit
Statements of Qualifications ("SOQs") for the subject services. The Public Works Department received 10 SOQ's
from interested firms and 4 firms were shortlisted. A selection committee comprised of County staff conducted
interviews and ranked the short-listed firms. KMD was among the top three ranking firms. It is recommended that
KMD be awarded the agreement for the subject services.
CONSEQUENCE OF NEGATIVE ACTION:
If the agreement is not approved and the planning study cannot be conducted, existing buildings will continue to be
underutilized and will deteriorate, further resulting in higher maintenance costs.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 722
RECOMMENDATION(S):
APPROVE a Consulting Services Agreement with Ross Drulis Cusenbery Architecture, Inc. ("RDP"), in an amount
not to exceed $200,000, subject to approval by the County Administrator and approval as to form by County Counsel,
for architectural, engineering and other technical services to provide a planning study for preliminary work on a new
emergency operations center, and AUTHORIZE the Public Works Director, or designee, to execute the agreement
following approval by the County Administrator and approval as to form by County Counsel.
FISCAL IMPACT:
100% General Fund.
BACKGROUND:
The County is preparing a new five year plan for capital facility projects that includes the potential construction of a
new Emergency Operations Center for use by the Office of the Sheriff and the Contra Costa County Fire Protection
District. Prior studies have been conducted
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
Contact: Ramesh Kanzaria, (925)
313-2000
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: PW Accounting, PW CPM Division Manager, PW CPM Clerical, Auditor's Office, County Counsel's Office, County Administrator's Office, County Administrator's Office
C. 62
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:APPROVE and AUTHORIZE Execution of a Consulting Services Agreement with Ross Drulis Partners, LLC to
Conduct a Planning Study
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 723
BACKGROUND: (CONT'D)
to determine the feasibility of constructing a new Emergency Operations Center, but a project was not undertaken. As
part of the next five year plan it is time to refresh the technical studies which will allow planning and sign options for
creating a new and more efficient facility to meet the present-day needs of County department users. On June 14,
2016, the Board approved the Public Works Department issuance of a Request for Qualifications and to solicit
Statements of Qualifications ("SOQs") for the subject services. The Public Works Department received 10 SOQ's
from interested firms and 4 firms were shortlisted. A selection committee comprised of County staff conducted
interviews and ranked the short-listed firms. RDP was among the top three ranking firms. It is recommended that
RDP be awarded the agreement for the subject services.
CONSEQUENCE OF NEGATIVE ACTION:
If the agreement is not approved and the planning study cannot be conducted, existing buildings will continue to be
underutilized and will deteriorate, further resulting in higher maintenance costs.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 724
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or his designee, to execute, on behalf of the County,
Contract Amendment Agreement #74-517-1 with Child Therapy Institute of Marin, a non-profit corporation, effective
July 1, 2016, to amend Contract #74-517, to modify the Service Plan and rate sheet to include case management and
crisis intervention services, with no change in the original Payment Limit of $325,000, no change in the original term
of July 1, 2016 through June 30, 2017, and no change in the six-month automatic extension amount of $162,500
through December 31, 2017.
FISCAL IMPACT:
This amendment is funded 50% Federal Financial Participation; 50% County Realignment, which includes a Case
Management rate of $2.08 and a Crisis Intervention rate of $4.00, to the revised rate sheet. (rate increase)
BACKGROUND:
This Contract meets the social needs of County’s population by providing mental health services to adolescents with
emotional and behavioral problems to improve school performance, reduce unsafe behavioral practices, and reduce
the need for out-of-home placements.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: E Suisala, M Wilhelm
C. 55
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Contract Amendment #74-517-1 with Child Therapy Institute of Marin
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 725
BACKGROUND: (CONT'D)
On May 24, 2016, the Board of Supervisors approved Contract #74-517 with Child Therapy Institute of Marin, for
the provision of mental health services for Seriously Emotionally Disturbed children and adolescents in East and
West county for the period from July 1, 2016 through June 30, 2017, which included a six-month automatic
extension through December 31, 2017.
Approval of Contract Amendment Agreement #74-517-1 will allow the Contractor to provide case management and
crisis intervention services in addition to outpatient services, through June 30, 2017.
CONSEQUENCE OF NEGATIVE ACTION:
If this amendment is not approved, SED children and adolescents will not have access to mental health services
provided by Contractor.
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).
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 726
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or designee, to execute, on behalf of the County,
Contract #23-326-16 with Aspira Technologies, Inc., a corporation, in an amount not to exceed $305,000, to provide
consultation and technical assistance to the Department of Information Systems Unit for the period from July 1, 2016
through June 30, 2017.
FISCAL IMPACT:
This Contract is funded 100% Hospital Enterprise Fund I. (Rate increase)
BACKGROUND:
On November 5, 2013, the Board of Supervisors approved Contract #23-326-12 (as amended by Contract
Amendment #23-326-13 and Contract Extension #23-326-14), with Aspira Technologies, Inc., for the provision of
consultation and technical assistance to the Department’s Information Systems Unit for the period from December 1,
2013 through June 30, 2016.
Approval of Contract #23-326-16 will allow Contractor to continue providing consultation and technical assistance
through June 30, 2017.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: J Pigg , M Wilhelm
C. 56
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Contract #23-326-16 with Aspira Technologies, Inc.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 727
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, the County will not have access to Contractor’s expertise with regard to complex
clinic software applications and interfaces for the Health Services Department’s Information Systems Unit.
CHILDREN'S IMPACT STATEMENT:
Not Applicable.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 728
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or his designee, to execute, on behalf of the County,
Contract #24–443–37 with Adolescent Treatment Centers Inc., a non-profit corporation, in an amount not to exceed
$121,304, to provide residential substance use disorder treatment services for Contra Costa County youth, for the
period from July 1, 2016 through June 30, 2017.
FISCAL IMPACT:
This Contract is funded 100% Federal Substance Abuse Prevention and Treatment (SAPT) Block Grant. (No Rate
increase)
BACKGROUND:
This Contract meets the social needs of County’s population by providing specialized substance abuse prevention
programs so that youth are provided an opportunity to prevent or recover from the effects of alcohol or other drug
use, become self-sufficient, and return to their families as productive individuals.
In July 2016, the County Administrator approved and Purchasing Services Manager executed Contract #24-443-36,
with Adolescent Treatment Centers Inc., for the period from March 1, 2016
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 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:August 16, 2016
Contra
Costa
County
Subject:Approve Contract #24–443–37 with Adolescent Treatment Centers, Inc.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 729
BACKGROUND: (CONT'D)
through June 30, 2016 for the provision of residential substance use disorder treatment services for Contra Costa
County youth.
Approval of Contract #24-443-37 will allow Contractor to continue providing residential substance use disorder
treatment services through June 30, 2017.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, County’s Clients will not receive substance abuse prevention and educational and
environmental strategies for high risk youth.
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).
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 730
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or his designee, to execute, on behalf of the County,
Contract #26-670-6 with Oxford Immunotec, Inc., a corporation, in an amount not to exceed $10,000 for the
provision of outside clinical laboratory services for Contra Costa Regional Medical Center and Contra Costa Health
Centers (CCRMC), for the period from June 1, 2016 through May 31, 2017.
FISCAL IMPACT:
This Contract is 100% funded Hospital Enterprise Fund I. (Rate increase)
BACKGROUND:
In April 2016, the County Administrator approved, and the Purchasing Services Manager executed, Contract
#26-670-5 with Oxford Immunotec, Inc., for the provision of outside laboratory services for CCRMC patients for the
period from March 1, 2016 through May 31, 2016. Due to lengthy negotiations with the Contractor, the contract
renewal was delayed. This Contractor has been providing essential outside laboratory testing services to the County
for several years. The Division is requesting this contract be renewed without any disruption in service. Approval of
Contract #26-670-6 will allow the Contractor to provide outside clinical laboratory services through May 31, 2017.
This contract includes mutual indemnification.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: K Cyr, M Wilhelm
C. 43
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Contract #26-670-6 with Oxford Immunotec, Inc.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 731
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, patients requiring specialized laboratory testing at CCRMC will not have access to
Contractor’s services.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 732
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or his designee, to execute, on behalf of the County,
Contract #26-671-11 with nThrive Solutions, LLC, a limited liability company, in an amount not to exceed $230,000,
to provide tumor registry and oncology interim management services for Contra Costa Regional Medical Center and
Contra Costa Health Centers (CCRMC) for the period from August 1, 2016 through July 31, 2017.
FISCAL IMPACT:
This Contract is funded 100% Hospital Enterprise Fund I. (No rate increase)
BACKGROUND:
On September 15, 2015, the Board of Supervisors approved Contract #26-671-10 with Precyse Solutions, LLC, (now
known as nThrive Solutions, LLC) for the provision of temporary medical coding, tumor registry and oncology
interim management services for CCRMC for the period from August 1, 2015 through July 31, 2016.
Approval of Contract #26-671-11 will allow nThrive Solutions, LLC to provided tumor registry
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: K Cyr, M Wilhelm
C. 67
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Contract #26-671-11 with nThrive Solutions, LLC
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 733
BACKGROUND: (CONT'D)
and oncology interim management services through July 31, 2017. This contract includes modifications to Paragraph
18 (Indemnification) of the County’s General Conditions.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, the County will not be able to provide tumor registry and interim oncology
management services to meet regulatory requirements.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 734
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#26-781-3 with Serramonte Pulmonary Asthma & Sleep Clinic, Inc., a corporation, in an amount not to exceed
$200,000, to provide pulmonary care at Contra Costa Regional Medical Center and Health Centers (CCRMC) for the
period from September 1, 2016 through August 31, 2017.
FISCAL IMPACT:
This Contract is funded 100% Hospital Enterprise Fund I. (No rate increase)
BACKGROUND:
On September 15, 2015, the Board of Supervisors approved Contract #26-781-2 with Abid Majid, M.D., (now
known as Serramonte Pulmonary Asthma & Sleep Clinic, Inc.) for the provision of pulmonary care, including but not
limited to: clinic coverage, consultation, on call coverage, training and medical procedures at CCRMC, for the period
from September 1, 2015 through August 31, 2016. Approval of Contract #26-781-3 will allow Serramonte
Pulmonary Asthma & Sleep Clinic, Inc., to provide pulmonary care services at CCRMC through August 31, 2017.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Samir Shah, M.D.,
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: K Cyr, M Wilhelm
C. 50
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Contract #26-781-3 with Serramonte Pulmonary Asthma & Sleep Clinic, Inc.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 735
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, patients requiring pulmonary care will not have access to Contractor’s services.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 736
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or his designee, to execute, on behalf of the County,
Contract #72-092 with Accela, Inc., a corporation, in an amount not to exceed $333,677, to provide database
management software utilized by the Hazardous Materials and Environmental Health Divisions to track pertinent
data on the regulated community and follow inspection data and enforcement actions, for the period from May 1,
2016 through April 30, 2019.
FISCAL IMPACT:
This Contract is funded 61% Environmental Health and 39% Hazmat Program Fees.
BACKGROUND:
The Contra Costa County Hazardous Materials Division is the Certified Uniform Program Agency for all areas of
Contra Costa County. For a number of years the Division has used Envision for Windows database software as its
primary environmental health data management system. California Assembly Bill 2286 mandates upgraded electronic
reporting to the State that will require the Division to upgrade the data management system to Envision Connect.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: A Floyd , M Wilhelm
C. 45
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Contract #72-092 with Accela, Inc.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 737
BACKGROUND: (CONT'D)
Under Contract #72-092, the Contractor will provide database management software utilized by the Hazardous
Materials and Environmental Health Divisions, for the period from May 1, 2016 through April 30, 2019. The
Hazardous Materials Department is requesting an effective date of May 1, 2016 to avoid disruption in services.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, County will not have access to Contractor’s technical expertise and skill with respect
to Contractor’s Envision Connect data management system.
CHILDREN'S IMPACT STATEMENT:
Not Applicable
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 738
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or his designee, to execute, on behalf of the County,
Contract #74-463-4 with Bi-Bett Corporation, a non-profit corporation, in an amount not to exceed $133,488 to
provide transitional housing services for homeless adult males who have recently completed substance use treatment,
including referrals from the County’s Assembly Bill (AB)109 program, for the period from July 1, 2016 through June
30, 2017.
FISCAL IMPACT:
This Contract is funded 100% Assembly Bill (AB) 109 Realignment. (Rate increase)
BACKGROUND:
This Contract meets the social needs of County’s population by providing specialized transitional housing services
for homeless adult males referred from County’s AB 109 Program and from substance use disorder treatment
programs. Contractor’s program is designed to help residents maintain sobriety and other gains achieved in treatment
while they participate in employment and self-sufficiency services designed to support their transition to permanent
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: E Suisala, M Wilhelm
C. 57
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Contract #74-463-4 with Bi-Bett Corporation
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 739
BACKGROUND: (CONT'D)
housing and productive community engagement.
On July 7, 2015, the Board of Supervisors approved Contract #74-463-3 with Bi-Bett Corporation for the provision
of transitional housing services for homeless adult males who have recently completed substance use treatment,
including referrals from the County’s AB 109 program, for the period from July 1, 2015 through June 30, 2016.
Approval of Contract #74-463-4 will allow the Contractor to continue providing services through June 30, 2017.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, County clients who are in need of transitional housing services will not have access to
Contractor’s services, possibly resulting in substance use relapse or recidivism.
CHILDREN'S IMPACT STATEMENT:
Not Applicable
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 740
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or his designee, to execute, on behalf of the County,
Contract #74-511-1 with R House, Inc., a non-profit corporation, in an amount not to exceed $119,952, to provide
residential treatment services for youth at its Santa Rosa facility from July 1, 2016 through June 30, 2017.
FISCAL IMPACT:
This Contract is funded 100% Federal Substance Abuse Prevention and Treatment. (No Rate increase)
BACKGROUND:
This Contract meets the social needs of County’s population by providing residential treatment to help clients 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.
In
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: E Suisala , M Wilhelm
C. 58
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Contract #74-511-1 with R House, Inc.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 741
BACKGROUND: (CONT'D)
March 2016, the County Administrator approved and the Purchasing Services Manager executed Contract #74-511
with R House, Inc., for the period from February 1, 2016 through June 30, 2016, to provide specialty substance abuse
residential treatment services for youth.
Approval of Contract #74-511-1 will allow the Contractor to continue to provide residential treatment services for
youth, through June 30, 2017.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, youth will not have access to substance abuse residential treatment services.
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).
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 742
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or his designee, to execute, on behalf of the County,
Novation Contract #24-927-21 with Community Health for Asian Americans, a non-profit corporation, in an amount
not to exceed $806,563 to provide mental health services including wrap-around and outpatient treatment to children
in West County, for the period from July 1, 2016 through June 30, 2017. This Contract includes a six-month
automatic extension through December 31, 2017, in an amount not to exceed $403,281.
FISCAL IMPACT:
This Contract is funded 49% Federal Financial Participation; 49% Mental Health Realignment; 2% Non-Medi-Cal
Mental Health Realignment. (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,
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: E Suisala, M Wilhelm
C. 47
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Novation Contract #24-927-21 with Community Health for Asian Americans
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 743
BACKGROUND: (CONT'D)
to an underserved Asian population and will result in greater home, community, and school success.
On February 9, 2016, the Board of Supervisors approved Contract #24-927-20 with Community Health for Asian
Americans for the period from January 1, 2016 through June 30, 2016, which included a six-month automatic
extension through December 31, 2016, for the provision of school and community based mental health services.
Approval of Novation Contract #24-927-21 replaces the automatic extension under the prior Contract and allows the
Contractor to continue providing services through June 30, 2017.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, Asian American and other ethnic groups receiving services at four programs in West
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.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 744
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or his designee, to execute, on behalf of the County,
Novation Contract #24–315–48 with Young Men’s Christian Association of the East Bay, a non-profit corporation, in
an amount not to exceed $984,464, to provide on-site school counseling services for the period from July 1, 2016
through June 30, 2017. This Contract includes a six-month automatic extension through December 31, 2017, in an
amount not to exceed $472,705.
FISCAL IMPACT:
This Contract is funded 48% Federal Financial Participation; 48% Mental Health Realignment; 4% Non-medical
Mental Health Realignment (3% Cost of Living Adjustment [COLA]) (Rate increase)
BACKGROUND:
This Contract meets the social needs of County’s population by providing counseling and therapy services for
emotionally disturbed students in selected junior high schools in the West Contra Costa Unified School District to
impact attendance records and decrease the use of acute mental health system-of-care services.
On November 17, 2015, the Board of Supervisors approved Novation Contract #24–315–47 with Young Men’s
Christian Association of the East Bay, for the period from July 1, 2015 through June 30, 2016, which included a
six-month automatic extension through December 31, 2016, for the provision of on-site school counseling services
for emotional and behavioral disturbed students in West County junior high schools.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: E Suisala, M Wilhelm
C. 49
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Novation Contract #24–315–48 with Young Men’s Christian Association of the East Bay
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 745
BACKGROUND: (CONT'D)
Approval of Novation Contract #24–315–48, replaces the automatic extension under the prior Contract and allows
Contractor to continue providing services, including modifications to County’s standard indemnification provision,
through June 30, 2017.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, there will be fewer school and community-based services in West County for
seriously emotionally disturbed youth, which may result in the need for acute Mental Health system-of-care services.
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).
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 746
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or his designee, to execute, on behalf of the County,
Novation Contract #24-718-4 with Recovery Innovations, Inc., a corporation, in an amount not to exceed $3,671,130
to provide community-based mental health support services to adults for the Service Provider Individualized
Recovery Intensive Training (SPIRIT) program, for the period from July 1, 2016 through June 30, 2019.
FISCAL IMPACT:
This Contract is funded 78% Mental Health Services Act; 22% Mental Health Realignment. (Rate increase)
BACKGROUND:
For a number of years, County has contracted with Mental Health Consumer Concerns for the operation of Wellness
and Recovery Centers in East, Central and West County, as well as, for the organization and operation of the SPIRIT
program to provide training to Clients interested in working with in the local mental health service delivery system.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: E Suisala, M Wilhelm
C. 48
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Novation Contract #24–718-4 with Recovery Innovations, Inc.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 747
BACKGROUND: (CONT'D)
On July 21, 2015, the Board of Supervisors approved Contract #24-718-3 with Recovery Innovations, Inc., for the
provision of community-based mental health services to adults, to operate the Wellness Recovery Centers in each
region of the County and provide support and stipends for clients who attend Mental Health Service Provider
Individualized Recovery Intensive Training, including van transportation to the Community centers, as needed, for
the period from July 1, 2015 through June 30, 2016, which included a six-month automatic extension through
December 31, 2016.
Approval of Novation Contract #24-718-4 replaces the automatic extension under the prior Contract and will allow
Contractor to continue to provide community-based mental health support services including operation of Wellness
and Recovery Centers and client transportation services, through June 30, 2019.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, the County’s Adult Mental Health clients will not have access to BHSD/mental health
community services provided by this Contractor, leading to reduced levels of mental health support and training
services throughout the County.
CHILDREN'S IMPACT STATEMENT:
Not Applicable
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 748
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Auditor-Controller, or his designee to pay $95,000 to Public Health Foundation
Enterprises, Inc., a non-profit corporation, for the provision of consultation and technical assistance with regard to
community health promotion for the County’s Community Education and Information Unit and the Emergency
Medical Services Unit, during the period of July 1, 2015 through June 30, 2016.
FISCAL IMPACT:
This contract was funded 85% Federal Bioterrorism Grant, 3% State AIDS Program Funds and 12% County Clinic
Services funds. (No rate increase)
BACKGROUND:
On July 29, 2014, the Board of Supervisors approved Contract #22-806-22 (as amended by Amendment agreement
#22-806-23) with Public Health Foundation Enterprises, Inc., for the period from July 1, 2015 through June 30, 2016,
for the provision of consultation and technical assistance with regard to community health promotion for the
County’s Community Education and Information Unit and the Emergency Medical Services Unit. Services were
requested and provided beyond the payment limit of the contract. At the end of the contract period, charges of
$1,195,675 had been incurred, of which $1,100,675 had been paid pursuant to the contract limits. The additional
services were provided between July 1, 2015 and June 30, 2016 and amounted to $95,000.
Because the contract limit has been reached, the Department cannot pay the provider under the contract for the
additional services. The provider is nonetheless entitled to payment for the reasonable value of their services under
the equitable relief theory of quantum meruit. That theory provides that where a person has been asked to provide
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: J Pigg, M Wilhelm
C. 53
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Payment for Services Provided by Public Health Foundation Enterprises, Inc.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 749
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. At the time of negotiations, the payment limit was based on target
levels of utilization. However, the utilization, in the Clinic Services Unit, during the term of the agreement was higher
than originally anticipated. As such, the Department recommends that the Board authorize the Auditor-Controller to
issue a one-time payment to Public Health Foundation Enterprises, Inc., in the amount of $95,000.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 750
BACKGROUND: (CONT'D)
CONSEQUENCE OF NEGATIVE ACTION:
The service provider will not be paid for services rendered to the Health Services Department.
CHILDREN'S IMPACT STATEMENT:
Not Applicable
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 751
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Auditor-Controller, or designee, to pay $200,000 to Cross Country Staffing, Inc.,
for the provision of temporary medical staffing services including registered nursing, Sexual Assault Nurse Examiner
(SANE) nursing, therapy, radiology, and pharmacy services at CCRMC for the period from July 1, 2015 through
June 30, 2016.
FISCAL IMPACT:
This contract was funded 100% Hospital Enterprise Fund I.
BACKGROUND:
On June 16, 2015, the Board of Supervisors approved Contract #26-347-25 (as amended by Amendment Agreement
#26-347-26) for the provision of temporary medical staffing services including registered nursing, Sexual Assault
Nurse Examiner (SANE) nursing, therapy, radiology, and pharmacy services at CCRMC for the period from July 1,
2015 through June 30, 2016. Services were requested and provided beyond the payment limit and by the end of June
30, 2016 charges of $8,200,000 had been incurred, of which $8,000,000 had been paid and $200,000 remains
outstanding. Because the contract payment limit has been reached, the Department cannot pay the provider under the
contract
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: K Cyr, M Wilhelm
C. 52
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Payments for Services Provided by Cross Country Staffing, Inc.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 752
BACKGROUND: (CONT'D)
for the additional services. The provider is nonetheless entitled to payment for the reasonable value of their services
under the equitable relief theory of quantum meruit. That theory provides that where a person 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. Because the Health Services Department requested
additional services from Cross Country Staffing, Inc., and the contractor provided the services in good faith, with the
full expectation and understanding that it would receive payment for those services, the contractor has the right to
claim the reasonable value of the services provided above the contract limit. As such, the Department recommends
that the Board authorize the Auditor-Controller to issue a one-time payment to Cross Country Staffing, Inc. in an
amount not to exceed $200,000.
CONSEQUENCE OF NEGATIVE ACTION:
Contractor will not be paid for additional services provided in good faith to CCRMC patients.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 753
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Auditor-Controller to pay an amount not to exceed $11,898.49 to Ujima Family
Recovery Services for the provision of outpatient treatment services at its Drug Medi-Cal Substance Use Disorder
Clinics in East, Central and West County for the period from June 1, 2016 through June 30, 2016.
FISCAL IMPACT:
This is funded 50% Federal Drug Medi-Cal and 50% State Drug Medi-Cal. No County Match required. (No rate
increase)
BACKGROUND:
On August 8, 2015, the County Board of Supervisors approved Contract #24-429-58 with Ujima Family Recovery
Services for the provision of outpatient counseling services through its Drug Medi-Cal Substance Use Disorder clinics
in East, Central and West County for the period July 1, 2015 through June 30, 2016. In order to adjust Drug Medi-Cal
funding to correspond to increased demand for these entitlement services, the County Board of Supervisors approved
Amendment #24-429-59 to this contract on April 26, 2016, increasing the contract payment limit by $21,532 for a
new total of $1,731,726. Nonetheless, treatment services were requested and provided beyond the amended
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Fatima Matol, 335-3307
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: J Pigg, M Wilhelm
C. 54
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Approve Payments for Services Provided by Ujima Family Recovery Services
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 754
BACKGROUND: (CONT'D)
payment limit of the contract. At the end of the contract period, costs totaling $1,743,624.49 had been incurred, of
which $1,731,726 had been paid pursuant to the contract payment limit. The additional services were provided from
June 1, 2016 through June 30, 2016 and on a pre-adjudication basis, totaled $11,898.49. This retroactive amendment
is to fund the final fiscal year 2015-2016 claim for reimbursement for Ujima Family Recovery Services under
contract #24-429-59. Due to higher than anticipated utilization in the last quarter of the fiscal year, the final invoice
for Drug Medi-Cal services was $11,898.49 greater than the payment limit for that contract. Because the contract
payment limit has been reached, the Department cannot pay the provider under the contract for the additional
services. The provider is nonetheless entitled to payment for the reasonable value of their services under the equitable
relief theory of quantum meruit. That theory provides that where a person 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. Because the Health Services Department requested additional services from Ujima
Family Recovery Services and the contractor provided the services in good faith, with the full expectation and
understanding that it would receive payment for those services, the contractor has the right to claim the reasonable
value of the services provided above the contract limit. As such, the Department recommends that the Board
authorize the Auditor-Controller to issue a one-time payment to Ujima Family Recovery Services in an amount not to
exceed $11,898.49 upon adjudication of their June 2016 Drug Medi-Cal claim.
CONSEQUENCE OF NEGATIVE ACTION:
Ujima Family Recovery Services will not be paid for services rendered in good faith to the Health Services
Department.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 755
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Interim Librarian, a purchase order
with Bibliotheca, LLC in an amount not to exceed $169,700, and a Service and Maintenance Agreement with
Bibliotheca, LLC for software and equipment maintenance for library book and media security and inventory
equipment, and customer self-service equipment, for the period July 1, 2016 through June 30, 2017.
FISCAL IMPACT:
The cost is appropriated in the Library's FY 2016/2017 budget.
BACKGROUND:
Bibliotheca, LLC equipment is used throughout the library’s 26 locations. The Service and Maintenance Agreement
covers 120 pieces of equipment plus software and includes labor, parts, and equipment modifications. Service can be
requested via an 800 number 24 hours 7 days a week. The equipment under the Service and Maintenance Agreement
is used for book/media security equipment, inventory equipment, and customer self-service equipment.
In accordance with Administrative Bulletin No 611.0, County Departments are required to obtain Board approval for
single item purchases over $100,000. The County Administrator’s Office has reviewed this request and recommends
approval.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Chad Helton, 646-6423
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: August 16, 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:Theresa Speiker, Interim County Librarian
Date:August 16, 2016
Contra
Costa
County
Subject:Bibliotheca LLC Equipment and Software Maintenance Renewal
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 756
CONSEQUENCE OF NEGATIVE ACTION:
This support is a critical to maintaining book/media security and inventory equipment, and customer self-service
equipment. Without it, the Library would be unable to resolve issues that arise during the normal course of County
business.
CHILDREN'S IMPACT STATEMENT:
None.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 757
RECOMMENDATION(S):
APPROVE and AUTHORIZE the County Probation Officer, or designee, to execute a contract amendment with the
University of Cincinnati Research Institute (UCRI), to increase the payment limit by $61,000 to a new payment limit
of $261,000, for consulting services in the Juvenile Hall.
FISCAL IMPACT:
The increased fiscal impact of $61,000 will be covered 100% by the General Fund.
BACKGROUND:
In April 2014, with the assistance of the University of Cincinnati Research Institute (UCRI), Probation began
addressing the challenges of disciplining Juvenile Hall residents while continuing to meet their educational needs and
maintaining the safety and security of all of the juveniles housed at Juvenile Hall, the staff, and the facility itself. The
Department retained UCRI to develop a new behavior management system for Juvenile Hall, including a more
effective way to use room confinement without compromising the safety and security of the facility. The new
behavior management system focused on providing incentives to juveniles to engage in positive behavior
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
Contact: Danielle Fokkema,
925-313-4195
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: August 16, 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:Todd Billeci, Interim County Probation Officer
Date:August 16, 2016
Contra
Costa
County
Subject:Contract Amendment with University of Cincinnati Research Institute (UCRI)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 758
BACKGROUND: (CONT'D)
rather than relying on discipline and punishment to discourage negative behavior. This emphasis on positive
reinforcement reflected a philosophical change in the Department's approach to behavioral issues. As a first step
towards development of the new behavior management system, Probation Department staff assigned to Juvenile Hall
as well as others assigned to work at Juvenile Hall, such as teachers from the County Office of Education and
therapists from the Health Services Department, received training by UCRI. The training focused on correctional
institution practices. This contract amendment is necessary for UCRI to continue to provide enhanced training to
Juvenile Hall staff as well as continued technical assistance.
CONSEQUENCE OF NEGATIVE ACTION:
Probation will be unable to continue to develop and implement their Core Corrections Program.
CHILDREN'S IMPACT STATEMENT:
This program supports the following community outcomes from the Children's Report Card: "Children are Healthy
and Ready for School", "Youth Are Healthy and Preparing for Adulthood", and "Families and Communities Are
Safe."
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 759
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Conservation and Development Director, or designee, to execute a contract
amendment with Dudek, Inc., to extend the term from August 18, 2016 through August 18, 2017, to provide
continued service to complete the environmental impact report (EIR) for the Byron Airport General Plan Amendment
(GPA), with no change to the payment limit of $180,545.
FISCAL IMPACT:
The environmental review for the Byron Airport GPA is 100% funded from the Mariposa Energy Project Community
Benefits Fund.
BACKGROUND:
On August 18, 2015, the Board of Supervisors authorized the Department of Conservation and Development (DCD)
to contract with Dudek to prepare an EIR for the Byron Airport GPA. While preparing the technical studies and
project description for the EIR, Dudek staff identified that the Airport Land Use Compatibility Plan (ALUCP) for
Byron Airport is dated and unnecessarily limits Byron Airport's development potential. Staff of DCD, Public Works -
Airports, and Dudek discussed the issue and concluded that the best course of action would be to amend the scope of
the existing contract to include updating the ALUCP and conducting the necessary environmental review. On July 20,
2016, the Airport Committee considered the issue and instructed staff to amend the contract as such. However, there
was not enough time to prepare the new scope of work and contract amendment before the contract's expiration.
Therefore, staff recommends that the Board extend the existing contract with the understanding that an amendment to
the scope and payment limit will soon follow.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Will Nelson, (925)
674-7791
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: August 16, 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:John Kopchik, Director, Conservation & Development Department
Date:August 16, 2016
Contra
Costa
County
Subject:Contract with Dudek for Environmental Services Related to Byron Airport
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 760
CONSEQUENCE OF NEGATIVE ACTION:
If the contract with Dudek is not amended, then it will expire on August 18, 2016, with the EIR being incomplete.
The project cannot proceed without a complete environmental review.
ATTACHMENTS
L-2 Contract C-47538
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 761
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 762
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Conservation and Development Director, or designee, to execute a contract with
MRW, LLC, in an amount not to exceed $174,800 to complete a technical study of Community Choice Energy for
the period August 17, 2016 through August 16, 2017.
FISCAL IMPACT:
The cost of this contract will be shared between the County and nine cities within the County that have agreed to
participate in the cost of the technical study of Community Choice Energy. The County and these nine cities will each
contribute financially towards the cost of the technical study in an amount proportional to that jurisdiction's
population size. The County's contribution towards the cost of the technical study is estimated to not exceed $50,673.
The County's costs related to this contract can be offset by the unspent portion of the $200,000 in General Fund
revenues budgeted in FY 2015-2016 for the newly created position of County Sustainability Coordinator, which was
not filled until late in the fiscal year.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Jason Crapo, 674-7723
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: August 16, 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:August 16, 2016
Contra
Costa
County
Subject:Contract with MRW for Community Choice Energy Technical Study
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 763
BACKGROUND:
Community Choice Energy (CCE) is described in State law as Community Chioce Aggregation. CCE involves cities,
counties, or a joint powers authority (JPA) comprised of cities and/or counties, pooling ("aggregating") retail
electricity customers for the purpose of procuring and selling electricity. Under a CCE program, the CCE entity
would become the default electricity provider to all electricity customers within the service area. Costumers would
have the ability to opt out of service from the CCE program and return to service from the incumbent electrical
utility. In Contra Costa County, the incumbent electrical utility is Pacific Gas and Electric (PG&E).
Following the successful launch of CCE programs in Marin County in 2010 and Sonoma County in 2014, most other
counties in the Bay Area and many counties throughout California are now in the process of implementing or
studying the creation of CCE programs. The City and County of San Francisco launched its CCE program in May
2016. San Mateo County is scheduled to launch its program in October 2016. Alameda County and Santa Clara
County are both in the process of establishing JPAs for this purpose, with the intent to launch programs in 2017.
On March 15, 2016, the Contra Costa County Board of Supervisors (Board) directed County staff to work with
interested cities within Contra Costa County to conduct a technical study of Community Choice Energy (technical
Study). The Board directed County staff to request that each participating city contribute financially towards the cost
of the technical study in an amount proportional to the size of that city's population.
During the spring of 2016, County staff negotiated a memorandum of understanding (MOU) with the 14 cities within
the County that are not currently members of a CCE program (five cities within the County are members of the CCE
program initiated in Marin County known as MCE Clean Energy). The MOU was approved by the Board of
Supervisors on June 21, 2016, and has been executed by 12 of the 14 cities named in the MOU. The cities of Orinda
and Pinole have not decided to become parties to the MOU at this time. The City of Pinole will consider becoming a
party to the MOU at the meeting of its City Council on August 16, 2016.
Nine of the cities that are parties to the MOU are designated in the MOU as Funding Cities and have agreed to
contribute financially towards the cost of the technical study in an amount proportional to their population size. As
described in the MOU, the County will enter into a contract with the selected consultant and Funding Cities will
reimburse the County for their share of the cost following completion of the technical study. Of the 14 cities within
the County that are not currently members of a CCE program, the nine cities contributing towards the cost of the
technical study are Brentwood, Clayton, Concord, Danville, Martinez, Moraga, Pittsburg, Pleasant Hill and San
Ramon. The cities not contributing funds towards the technical study are Antioch, Hercules, Oakley, Orinda and
Pinole.
MRW has been identified as the preferred consultant to perform the technical study through a competitive process
following the release of a Request for Proposals (RFP) that was administered by the County's Purchasing Division in
the Public Works Department. As specified in the MOU, responses to the RFP were reviewed by an Evaluation
Committee comprised of representatives from the County Department of Conservation and Development, the County
Administrator's Office, and the cities of Brentwood, Danville and Pittsburg. The Evaluation Committee was
unanimous in its view that MRW is the most qualified of the responsive firms to perform the technical study.
Consistent with direction County staff received from the Board when the Board authorized the technical study on
March 15, 2016, the study will analyze electrical load data that the County has requested and obtained from PG&E
for the unincorporated area and the 14 cities within the County that are not members of a CCE program. The
technical study will provide these 15 jurisdictions information concerning the projected electricity rates that might be
charged by a CCE program and the revenues that such a program might generate, the potential for a CCE program to
lower greenhouse gas emissions generated from energy use within the participating jurisdictions, and the extent to
which a CCE program could stimulate economic activity within the County through implementation of local
renewable energy generation projects. Similar technical studies have been performed recently in other Bay Area
Counties that are in the process of implementing Community Choice Energy programs, such as Alameda County, San
Mateo County and Santa Clara County.
The technical study will compare 3 different CCE program models that could be implemented by participating
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 764
jurisdictions in Contra Costa County. These are: forming a new joint powers authority (JPA) of interested
jurisdictions within Contra Costa County, forming a similar JPA in partnership with jurisdictions in Alameda County,
and joining the CCE program initiated in Marin County known as MCE Clean Energy.
CONSEQUENCE OF NEGATIVE ACTION:
If the Board does not approve the recommended action the County will not be able to contract with MRW, LLC to
perform a technical study of Community Choice Energy in partnership with the cities that have agreed to participate
in the study.
CHILDREN'S IMPACT STATEMENT:
N/A
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 765
RECOMMENDATION(S):
APPROVE and AUTHORIZE the County Administrator, or designee, to execute contract amendments with Kathy
Moniz-Narasaki, Patrice Guillory, and Eugene Jackson to increase the payment limit in an aggregate amount not to
exceed $62,930.19 for Reentry Network Services for the County’s AB 109 Realignment Program Central/East
County Network System of Services for the period July 1, 2016 through Sept. 30, 2017, as recommended by the
County Administrator.
1. The contract for Network Manager services with Kathy Moniz-Narasaki would be increased from $99,533.33 to a
new total Contract Payment Limit of $124,099.97.
2. The contract for Field Operations Coordinator services for the Pittsburg area with Eugene Jackson would be
increased from $76,022.20 to a new total Contract Payment Limit of $95,203.97.
3. The contract for Field Operations Coordinator services for the Antioch/East County area with Patrice Guillory
would be increased from $69,970.00 to a new total Contract Payment Limit of $89,151.77.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: L. DeLaney,
925-335-1097
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: August 16, 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:David Twa, County Administrator
Date:August 16, 2016
Contra
Costa
County
Subject:Contracts for AB 109 Central/East Reentry Network Team
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 766
FISCAL IMPACT:
These contracts are funded 100% by the County's AB 109 Public Safety Realignment Budget, from the Community
Programs allocation for the Central/East Network System of Services, which totals $820,000 for FY 2016-17.
1. The contract for Network Manager services with Kathy Moniz-Narasaki would be increased from $99,533.33 to a
new total Contract Payment Limit of $124,099.97.
2. The contract for Field Operations Coordinator services for the Pittsburg area with Eugene Jackson would be
increased from $76,022.20 to a new total Contract Payment Limit of $95,203.97.
3. The contract for Field Operations Coordinator services for the Antioch/East County area with Patrice Guillory
would be increased from $69,970.00 to a new total Contract Payment Limit of $89,151.77.
BACKGROUND:
For fiscal year 2016/17, the CCP-Executive Committee approved the 2016/17 AB 109 Public Safety Realignment
budget at the January 22, 2016 regular meeting and submitted to the Public Protection Committee for review and
approval. On February 8, 2016, the Public Protection Committee approved the 2016/17 AB109 Public Safety
Realignment budget. On May 10, 2016, the Board of Supervisors adopted the Recommended Budget for Contra
Costa County for FY 2016/17, including the AB 109 Public Safety Realignment budget.
At its August 5, 2016 meeting, the Community Corrections Partnership received a report from the CAO that
recommended that contracts for Network Team services with existing contractors be extended for a limited amount of
time, and that an Request for Proposals (RFP) be issued imminently so that an organization could instead provide
these services. The CCP approved this request on a unanimous vote.
BACKGROUND
In March 2014 the Public Protection Committee accepted and the Board of Supervisors adopted the “Proposed Plan
for an East & Central Networked System of Services for Returning Citizens” (Network Plan). Consistent with the
Network Plan, an RFQ process (#1403-078) was initiated for the procurement of Network Manager and Field
Operations Coordinator services for the Network Management Team. This process identified three independent
contractors to perform Field Operations Coordinator services and a fourth independent contractor to provide Network
Manger services. These contractors began providing services in May 2014. Also consistent with the Network Plan,
the County Administrator (CAO) developed and managed the contracts, while the Chief Probation Officer (Probation)
was tasked with providing oversight of the services provided by the four contractors.
This contractual structure with the decentralization of management and oversight functions has proven to be
ineffective and unwieldy. Because contract law prohibits one independent contractor from providing direct
supervision and direction of the work being done by another independent contractor, the Network Manager function
has not had the latitude to give instructions or implement processes and ideas that are integral during the
implementation phase of a new project. In addition, it has been difficult to implement the Network Plan in a
consistent and coordinated manner across the East and Central regions of the County with three different independent
contractors with different abilities and methods of providing the services outlined in each their contracts. Challenges
with the current contracting configuration seem to be impeding the ability of the Network Plan to be fully and
consistently implemented.
Moving into the third full year of implementation of the Network Plan, the issues created by this contractual
arrangement have made it difficult to negotiate contracts for FY 2016-17 that meet the needs and expectations each
have expressed, while simultaneously allowing for effective contract management and project oversight. Because of
this, no contracts for Field Operations Coordinator or Network Manger services have been entered into for the current
fiscal year. Therefore, the CAO is recommending that contract extensions be offered to two Field Operations
Coordinators and the Network Manager for a period of time sufficient to initiate and conclude an RFP process to
procure an organization to provide Network Team functions.
CONSEQUENCE OF NEGATIVE ACTION:
If contract amendments are not provided for Network Team services, these services will not be made available to
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 767
If contract amendments are not provided for Network Team services, these services will not be made available to
returning citizens in the Central/East county regions of the County.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 768
RECOMMENDATION(S):
APPROVE clarification of Board action of July 12, 2016, (C.57), which authorized the Health Services Director, or
designee, to contract with People Who Care Children Association, a non-profit corporation, for the period from July
1, 2016 through June 30, 2017, in the amount of $209,702, to provide Mental Health Services Act prevention and
early intervention services, to correct the automatic extension date from December 31, 2016 to December 31, 2017,
in the amount of $104,851.
FISCAL IMPACT:
This Contract is funded 100% Mental Health Services Act. (3% Cost of Living Adjustment [COLA]) (Rate Increase)
BACKGROUND:
On July 7, 2016, the Board of Supervisors approved Contract #74-379-7 with People Who Care Children
Association, for the provision of Mental Health Services Act (MHSA) prevention and early intervention services by
providing work experience for 200 multicultural youth residing in the Pittsburg/Bay Point communities, as well as
programs aimed at increasing educational success among youth who are either at-risk or high risk of dropping out of
school, or committing a repeat offense for the period from July 1, 2016 through June 30, 2017. This Contract
includes an automatic six month extension through December 31, 2016 in an amount not to exceed $104,851.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: K Cyr, M Wilhelm
C. 46
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Correct Board Order Item #C.57 with People Who Care Children Association
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 769
CONSEQUENCE OF NEGATIVE ACTION:
If this correction is not approved, the automatic extension date will not be corrected.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 770
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Auditor-Controller, or designee, to pay $2,269.20 to Patrick Mims for Field
Operations Coordinator services rendered for the Central/East County Reentry Network System of Services for the
period July 1-8, 2016, as recommended by the County Administrator.
FISCAL IMPACT:
100% of the $2,269.20 is paid from budgeted FY 2016-17 AB 109 Public Safety Realignment, Community Programs
funds, allocated to the Central/East County Reentry Network.
BACKGROUND:
In March 2014 the Public Protection Committee accepted and the Board of Supervisors adopted the “Proposed Plan
for an East & Central Networked System of Services for Returning Citizens” (Network Plan). Consistent with the
Network Plan, an RFQ process (#1403-078) was initiated for the procurement of Network Manager and Field
Operations Coordinator services for the Network Management Team. This process identified three independent
contractors to perform Field Operations Coordinator services and a fourth independent contractor to provide Network
Manger
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: L. DeLaney,
925-335-1097
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 64
To:Board of Supervisors
From:David Twa, County Administrator
Date:August 16, 2016
Contra
Costa
County
Subject:Payment to an Independent Contractor for Services Rendered for Central/East Reentry Network
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 771
BACKGROUND: (CONT'D)
services. These contractors began providing services in May 2014. Also consistent with the Network Plan, the
County Administrator (CAO) developed and managed the contracts, while the Chief Probation Officer (Probation)
was tasked with providing oversight of the services provided by the four contractors. This contractual structure with
the decentralization of management and oversight functions has proven to be ineffective and unwieldy.
Because contract law prohibits one independent contractor from providing direct supervision and direction of the
work being done by another independent contractor, the Network Manager function has not had the latitude to give
instructions or implement processes and policies that are integral during the implementation phase of a new project.
In addition, it has been difficult to implement the Network Plan in a consistent and coordinated manner across the
East and Central regions of the County with three different independent contractors with different abilities and
methods of providing the services outlined in each their contracts. Challenges with the current contracting
configuration seem to be impeding the ability of the Network Plan to be fully and consistently implemented.
Moving into the third full year of implementation of the Network Plan, the issues created by this contractual
arrangement have made it difficult to negotiate contracts for FY 2016-17 that meet the needs and expectations each
have expressed, while simultaneously allowing for effective contract management and project oversight. Because of
this, no contracts for Field Operations Coordinator or Network Manger services have been entered into for the current
FY 2016-17 fiscal year.
The CAO is recommending that contract extensions be offered to two Field Operations Coordinators and the Network
Manager for a period of time sufficient to initiate and conclude an RFP process to procure an organization to provide
Network Team functions. Mr. Mims was notified on July 8, 2016 that he would not be offered a contract
amendment/extension. Today's action provides Mr. Mims with compensation for the services he rendered through
July 8, 2016.
CONSEQUENCE OF NEGATIVE ACTION:
Without authorization to pay the Demand, the contractor cannot be remunerated for services rendered.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 772
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Sheriff-Coroner, or designee, to execute a Master Support Agreement with
Tiburon Inc., in an amount not to exceed $223,868 for dispatch and records systems support for the period September
10, 2016 to September 9, 2017.
FISCAL IMPACT:
$223,868, FY 2016/17 budgeted expenditure. (100% County General Fund)
BACKGROUND:
Tiburon Inc. provides the Office of the Sheriff with computer aided dispatch (CAD) and record management (RMS)
systems. The Master Support Agreement will renew support for these systems and the CopLogic reporting system
that is integrated with CAD/RMS for the period September 10, 2016 to September 9, 2017. The CAD/RMS system is
used by Sheriff’s dispatch to document calls for service and dispatch police and Sheriff's units to those calls. The
system is also used by the records division to collect data required by the state. The support will allow the CAD and
RMS systems to be up and running 24/7 and to provide emergency assistance if the system fails. CAD/RMS and
mobile systems are mission critical applications to public safety. Without Tiburon Inc.,
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 65
To:Board of Supervisors
From:David O. Livingston, Sheriff-Coroner
Date:August 16, 2016
Contra
Costa
County
Subject:Tiburon Inc.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 773
BACKGROUND: (CONT'D)
supporting their products the Office of the Sheriff runs the risk of crashing these systems without the ability to fix it.
In May 2000, the Board of Supervisors approved an Agreement with Tiburon, Inc., to purchase a license and services
to upgrade the software for the Sheriff's Office 9-1-1 Dispatch and Records Management systems. The 9-1-1 CAD
system is used by the Office of the Sheriffs Dispatch Center, and the RMS) is used by the entire Office of the Sheriff
and the agencies that contract with the Sheriff's Office for law enforcement services. Tiburon Inc., provides the
County with the software for the CAD system and RMS. This request will provide for systems maintenance and
support for an additional year.
CONSEQUENCE OF NEGATIVE ACTION:
Negative action on this item would not allow the Office of the Sheriff to provide emergency assistance if the system
fails.
CHILDREN'S IMPACT STATEMENT:
No impact.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 774
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract amendment with
Debri-Tech, Inc., to increase the payment limit from $500,000 to a new payment limit of $1,000,000, to provide
as-needed assistance with trash and abandoned waste cleanup and removal for the Contra Costa County Watershed
Program (CWP), with no change to the original term of August 1, 2015 through July 31, 2018, Countywide.
FISCAL IMPACT:
100% Stormwater Utility Assessment Revenue Funds.
BACKGROUND:
The CWP requires as-needed assistance with trash and abandoned waste cleanup and related removal activities in
order to remain in compliance with Contra Costa County’s stormwater NPDES (National Pollutant Discharge
Elimination System) permit from the California Regional Water Quality Control Board(s).
CONSEQUENCE OF NEGATIVE ACTION:
Without the approval of this contract amendment by the Board of Supervisors, Contra Costa County will be out of
compliance with its stormwater permits from the Regional Water Quality Control Board(s).
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Dan Jordan, (925)
313-2023
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: Mike Carlson, Flood Control, Cece Sellgren, Flood Control, Michele Mancuso, Flood Control, Dan Jordan, Flood Control, Catherine Windham, Flood Control
C. 44
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Trash and Abandoned Waste Cleanup and Removal Contract with Debri-Tech, Inc. Project #7517-WO7078
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 775
RECOMMENDATION(S):
(1) ADOPT Resolution No. 2016/501 accepting as complete the construction contract work performed by Valentine
Corporation for the North Richmond Pump Station Diversion Project, Corner of Gertrude Avenue and Richmond
Parkway, Richmond.
(2) DIRECT the Clerk of the Board to file with the County Recorder a certified copy of Resolution No. 2016/501 and
the attached Notice of Completion no later than fifteen (15) days after adoption.
FISCAL IMPACT:
There is no direct fiscal impact resulting from the adoption of the Resolution of Acceptance and Notice of
Completion, but the adoption and recording will limit the period for filing stop payment notices and bond claims on
this contract.
BACKGROUND:
The purpose of the project is to participate in a pilot project to divert storm water to a sanitary district treatment plant
to determine the feasibility of treating storm water at a wastewater treatment plant before
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
Contact: Ramesh Kanzaria, (925)
313-2000
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: PW Accounting, PW CPM Division Manager, PW CPM Project Manager, PW CPM Clerical, Auditor's Office, County Counsel's Office, County Administrator's Office,
County Administrator's Office
C. 69
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Adopt Resolution of Acceptance and Notice of Completion for the North Richmond Pump Station Diversion Project
(WJ7246)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 776
BACKGROUND: (CONT'D)
it is discharged into a receiving water body. The project will divert storm water from the existing North Richmond
Pump Station to a West County Wastewater District sewer main on Gertrude Avenue. The diversion will be
conducted on a temporary basis. Inside the existing pump station, two new pumps were installed into the wet
well, in addition to new circuit breakers, control panels, and new level and float sensors. Installation of the new
pumps will also help the pump station with temporary dry weather flows.
On March 10, 2015, the County entered into a construction contract with Valentine Corporation for the subject
project. The above contract has been completed in accordance with the approved plans and specifications. It is
recommended that the work covered by the contract be accepted by adopting a Resolution of Acceptance and
Notice of Completion (Resolution No. 2016/501).
CONSEQUENCE OF NEGATIVE ACTION:
Accepting a contract as complete is standard procedure and allows for proper closeout of the contract. If the above
contract is not accepted as complete, the period for filing stop payment notices and bond claims may be extended.
AGENDA ATTACHMENTS
Resolution No. 2016/501
Resolution No. 2016/501
Notice of Completion
MINUTES ATTACHMENTS
Signed: Resolution No. 2016/501
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 777
Recorded at the request of:Clerk of the Board of Supervisors
Return To:Capital Projects Management Division, 255 Glacier Drive, Martinez, CA 94553
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 08/16/2016 by the following vote:
AYE:John Gioia, District I SupervisorCandace Andersen, District II SupervisorMary N. Piepho, District III SupervisorKaren Mitchoff,
District IV SupervisorFederal D. Glover, District V Supervisor
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2016/501
IN THE MATTER OF: Accepting and Giving Notice of Completion of Contract with Valentine Corporation for the North
Richmond Pump Station Diversion Project, Corner of Gertrude Avenue and Richmond Parkway, Richmond project,
Authorization No. WJ7246
WHEREAS, on March 10, 2015, the County (Owner) contracted with Valentine Corporation (General Contractor), for the above
construction project, with Fidelity and Deposit Company of Maryland as Surety, for work performed on Owner's property located
at the corner of Gertrude Avenue and Richmond Parkway, Richmond, and
WHEREAS, the Director of Public Works reports that said work has been inspected and complies with the approved plans and
specifications, and recommends its acceptance as of August 16, 2016.
NOW, THEREFORE, BE IT RESOLVED that:
1. The contract work for the above project is accepted as recommended above; and
2. Within fifteen (15) days after adoption of this Resolution, the Clerk of the Board shall file with the County Recorder a certified
copy of this Resolution of Acceptance and the attached Notice of Completion.
Contact: Ramesh Kanzaria, (925) 313-2000
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: PW Accounting, PW CPM Division Manager, PW CPM Project Manager, PW CPM Clerical, Auditor's Office, County Counsel's Office, County
Administrator's Office, County Administrator's Office
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 778
Recorded at the request of:Clerk of the Board of Supervisors
Return To:Capital Projects Management Division, 255 Glacier Drive, Martinez, CA 94553
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 08/16/2016 by the following vote:
AYE:
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2016/501
IN THE MATTER OF: Accepting and Giving Notice of Completion of Contract with Valentine Corporation for the North
Richmond Pump Station Diversion Project, Corner of Gertrude Avenue and Richmond Parkway, Richmond project,
Authorization No. WJ7246
WHEREAS, on March 10, 2015, the County (Owner) contracted with Valentine Corporation (General Contractor), for the above
construction project, with Fidelity and Deposit Company of Maryland as Surety, for work performed on Owner's property located
at the corner of Gertrude Avenue and Richmond Parkway, Richmond, and
WHEREAS, the Director of Public Works reports that said work has been inspected and complies with the approved plans and
specifications, and recommends its acceptance as of August 16, 2016.
NOW, THEREFORE, BE IT RESOLVED that:
1. The contract work for the above project is accepted as recommended above; and
2. Within fifteen (15) days after adoption of this Resolution, the Clerk of the Board shall file with the County Recorder a certified
copy of this Resolution of Acceptance and the attached Notice of Completion.
Contact: Ramesh Kanzaria, (925) 313-2000
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: , Deputy
cc: PW Accounting, PW CPM Division Manager, PW CPM Project Manager, PW CPM Clerical, Auditor's Office, County Counsel's Office, County
Administrator's Office, County Administrator's Office
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 779
Recorded at the request of:
Contra Costa County Public Works Dept.
Capital Projects Management Div.
When recorded, return to:
Contra Costa County Public Works Dept.
Capital Projects Management Div.
255 Glacier Drive
Martinez, CA 94553
NOTICE OF COMPLETION
(Civil Code Section 9204)
NOTICE IS GIVEN of completion of the following public work of improvement:
(1) Project name: North Richmond Pump Station Diversion Project, Corner of Gertrude Avenue and
Richmond Parkway, Richmond
(2) Date of completion: August 16, 2016
(3) Name and address of Owner: Contra Costa County, c/o Contra Costa County Public Works
Department, Capital Projects Management Division, 255 Glacier Drive, Martinez, CA 94553
(4) Name and address of Direct Contractor: Valentine Corporation, 111 Pelican Way, San Rafael,
CA, 94901
(5) Name and address of Construction Lender: None
(6) Description of site: Corner of Gertrude Avenue and Richmond Parkway, Richmond
I, the undersigned, declare under penalty of perjury under the laws of the State of California that I
am the agent of the Owner named above, that I have read this Notice, that I know and understand the
contents, and that the facts stated in the Notice are true and correct.
Dated: August 16, 2016
Ramesh Kanzaria
Contra Costa County Public Works Dept.
Capital Projects Management Div.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 780
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 781
RECOMMENDATION(S):
Receive the 2014 and 2015 Annual Report submitted by the North Richmond Municipal Advisory Council
(NRMAC), as recommended by Supervisor Gioia.
FISCAL IMPACT:
None.
BACKGROUND:
On December 16, 2008, the Board of Supervisors adopted policies for Municipal Advisory Councils requiring all
MACs to submit annual reports.
The reports (attached) include summaries of actions in 2014 and 2015, and workplans for both years as well.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Robert Rogers
510-231-8688
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Robert Campbell, County Auditor-Controller
C. 74
To:Board of Supervisors
From:John Gioia, District I Supervisor
Date:August 16, 2016
Contra
Costa
County
Subject:Accept Calendar Year 2014 and 2015 reports for North Richmond Municipal Advisory Council (NRMAC)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 782
ATTACHMENTS
2014_NRMACreport
2015_NRMACreport
2014-15_NRMACworkplan
2015-16_NRMACworkplan
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 783
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 784
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 785
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 786
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 787
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 788
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 789
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 790
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 791
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 792
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 793
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 794
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 795
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 796
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 797
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 798
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 799
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 800
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 801
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 802
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 803
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 804
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 805
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 806
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 807
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 808
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 809
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 810
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 811
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 812
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 813
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 814
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 815
RECOMMENDATION(S):
RECEIVE 2014 and 2015 Annual Report submitted by the El Sobrante Municipal Advisory
Council (ESMAC), as recommended by Supervisor Gioia.
FISCAL IMPACT:
None
BACKGROUND:
On December 16, 2008, the Board of Supervisors adopted policies for Municipal Advisory
Councils requiring all MACS to submit annual reports.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: James Lyons,
510-367-6084
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Robert Campbell, County Auditor-Controller
C. 73
To:Board of Supervisors
From:John Gioia, District I Supervisor
Date:August 16, 2016
Contra
Costa
County
Subject:Accept the 2014 and 2015 calendar year reports for the El Sobrante Municipal Advisory Council
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 816
ATTACHMENTS
2014 El Sobrante MAC year end
report
2015 El Sobrante MAC year end
report
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 817
1
El Sobrante Municipal Advisory Council
3769 B San Pablo Dam Road, ES, 94803 - Meetings 2nd Wednesday of the Month 7:00 P.M. El Sobrante Library 4191 Appian Way, El Sobrante
Chair, Barbara Pendergrass, Vice Chair, Tom Owens, Secretary, Sharon Thygesen, Treasurer,
George Cleveland, Members: James Hermann, Joseph Camacho, and Mark Porter for part of the
year and for another part of the year Chair, Tom Owens, Vice Chair, George Cleveland,
Secretary, Sharon Thygesen, Treasurer, Mark Porter, Members: James Hermann, Kylan
Patterson Sr, Barbara Pendergrass
Year End Report for 2014
Activities
Speakers Presenting Reports Monthly
Lt. Jon Moreland Bay Station Commander – crime report, retired and replaced with Lt.
D.J. Watts
Officer John Pruitt, California Highway Patrol- speeding on
San Pablo Dam Road
Michelle Blackwell, promoted and replaced with Sharla Sullivan Representative for East
Bay Municipal Utility District-projects in El Sobrante
Lon Goetsch, Contra Costa County Fire Battalion Chief-Stations activity, promoted and
replaced with Chris Bloch
Terrance Cheung, Chief of Staff, Supervisor John Gioia-monthly report and replaced
with James Lyions, District Coordinator
Eleanor Loynd, Chair of the El Sobrante Valley Planning and Zoning Advisory
Committee-Planning Projects in the El Sobrante Valley; includes valley projects in the
City of Richmond and unincorporated El Sobrante
Speaker from Public Works on the Appian Way sidewalk project
Other Speakers and Topics
Candidates running for the West County Waste Water District, West County Unified
School District school Board, and State Assembly
Rob Hom CCC Red Cross External Relations- Disaster Preparedness
Robert T. Calkins, Department of Conservation and Development – Community
Development Block Grant (CDBG)
Kara Douglas, Department of Conservation and Development (DCD) Affordable Housing
Program Manager –housing in West County
Michele Mancuso, Contra Costa County Watershed Program, Watershed Planner –
County’s plan to reduce litter/trash countywide
MAC hosted an El Sobrante Chamber Mixer; ( members of the Chamber, other
business owners and the general public attended). Mixer held prior to the regular
meeting
Other speakers not named here
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 818
2
Participated in a unincorporated area ordinance for allowing Chickens, Goats, and
Honey Bees in areas currently zoned residential single family residences
Purchased name tags and business cards for Council members
Major Accomplishments
Conducted Election of Officers
Attended Semi-Monthly Code Enforcement meetings with Supervisor Gioia’s Office and Code
Enforcement Representative
Council staffed a booth at the El Sobrante Stroll and passed out information on Council meetings,
also coordinated CPR instruction by the County Fire District for the Stroll
Supervisor John Gioia, El Sobrante Municipal Advisory Council, and Boys and Girls Club of El
Sobrante held an El Sobrante Cleanup Day filling one dumpster with metal, one with green items
and 3 dumpsters with trash
Two members participate in the El Sobrante Valley Planning and Zoning Advisory Committee on
a monthly basis
Through law enforcement attendance we are able to identify problem areas and citizens problems
Addressing the homeless problem in El Sobrante with county staff and the El Sobrante Chamber
of Commerce ; this is an ongoing situation where many are drunk in Public. Lot of break-ins to
businesses that may or may not be caused by homeless
Participated in a Parks study for the El Sobrante Library
Participated in the planning and starting of the Side Walk Project that includes, side walk
replacement for parts of San Pablo Dam Road, tree replacement, planters, etc. due to be
completed in April of 2015
Participated in the Parklette Study for implementation in the unincorporated areas of the County
Successfully filled all seven positions on the Council. Two vacant alternate positions, working on
getting candidates for the positions
Reviewed and updated Bylaws and Procedures/Ethics. Awaiting County Counsel and Board of
Supervisors approval
Attendance_____________________
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Barbara Pendergrass ^ ^ ^ ^ ^ C C ^ ^ ^ ^
Tom Owens ^ ^ ^ ^ ^ C C ^ ^ ^ ^
James Hermann ^ ^ ^ ^ C C ^ ^ ^
George Cleveland ^ ^ ^ ^ ^ C C ^ ^ ^
Sharon Thygesen ^ ^ ^ ^ ^ ^ C C ^ ^ ^
Joseph Camacho ^ ^ ^ C C
Mark Porter ^ ^ ^ ^ ^ C C ^ ^ ^
Kylan Patterson Sr
Summary Monthly 7/7 5/7 6/7 7/7 4/7 4/7 O/7 0/7 4/7 6/7 6/7 5 /7
# attending /appointed No Quorum in July and August-Meeting Canceled
Resignations: Joseph Camacho regular member and Mike Daly alternate New member Kylan
Patterson Sr appointed. Barbara Pendergrass resigned due to appointment to the County
Planning Commission (Conflict of Interest to belong to both)however, due to Health issues
resigned from the Planning Commission and reappointed to the ESMAC
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 819
3
Goals for 2015
Develop ways to increase attendance at Council meetings
Participate in the annual El Sobrante Cleanup Day at the Boys and Girls Club
Participate in the annual El Sobrante Stroll for awareness of the ESMAC and its activities
Continue to address the homeless issue in El Sobrante, and the affect on merchants and the
creek
Continue to address Disaster Preparedness
Explore Grants and revitalize San Pablo Dam Road and Appian Way
Set up CPR classes with the County Health Department to assist in El Sobrante becoming a
Heart Healthy Community Designation
Address the number of absences of individuals
Activate Sub-Committees, Land Use, Safety, Education and Out Reach( including scheduling
speakers on subjects of interest for the Community
Set up Seminar with Sheriff, Fire District Personnel, Police Agencies, CHP etc on reducing
incidents in the El Sobrante Valley
Fill two vacant alternate positions
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 820
1
El Sobrante Municipal Advisory Council
3769 B San Pablo Dam Road, ES, 94803 - Meetings 2nd Wednesday of the Month 7:00 P.M. El Sobrante Library 4191 Appian Way, El Sobrante
Chair, Barbara Pendergrass, Vice Chair, George Cleveland, Secretary, Sharon Thygesen,
Treasurer, Barbara Pendergrass, Members: James Hermann, Tom Owens
Year End Report for 2015
Activities
Speakers Presenting Reports Monthly
Lt. D.J. Watts replaced with Lt. Sean Yakes Bay Station Commander – crime report
Officer John Pruitt, California Highway Patrol- speeding on San Pablo Dam Road
Lon Goetsch, Contra Costa County Fire Battalion Chief-Stations activity, promoted and
replaced with Chris Bloch and replaced with Bob Atlas
James Lyons, District Coordinator, for Supervisor John Gioia-monthly report
Member of the El Sobrante Valley Planning and Zoning Advisory Committee-Planning
Projects in the El Sobrante Valley; includes valley projects in the City of Richmond and
unincorporated El Sobrante Other Speakers and Topics
Sharla Sullivan, Representative for East Bay Municipal Utility District-projects in El
Sobrante requesting the ESMAC to sign their pledge document to partner in saving
water
Presentation by Denice Dennis, Representative from Tobacco Prevention Policy
committee on Tobacco related issues
Investigate action required for El Sobrante to be designated as a Heart Safe Community
Mary Halle, Engineer, Contra Costa County Department of Conservation and
Development presenting Areas of Benefit- Proposed Projects
Presentation by MD OE Rounds, with a request for the ESMAC to sign a
resolution seeking to support Doctors Hospital retention
Other speakers not named here
Major Accomplishments
Conducted Election of Officers
Attended Semi-Monthly Code Enforcement meetings with Supervisor Gioia’s Office and Code
Enforcement Representative
Council staffed a booth at the El Sobrante Stroll and passed out information on Council meetings,
also coordinated CPR instruction by the County Fire District for the Stroll
Supervisor John Gioia, El Sobrante Municipal Advisory Council, and Boys and Girls Club of El
Sobrante held an El Sobrante Cleanup Day filling one dumpster with metal, one with green items
and 3 dumpsters with trash
Three members participate in the El Sobrante Valley Planning and Zoning Advisory Committee
on a monthly basis
Through law enforcement attendance we are able to identify problem areas and citizens problems
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 821
2
Participated in the ribbon cutting to celebrate the completion on July 8, 2015 of the El Sobrante
Downtown Workability Project
Attendance_____________________
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Barbara Pendergrass ^ ^ ^ ^ ^ ^ ^ C ^ C ^
Tom Owens ^ ^ ^ ^ ^ ^ ^ ^ C ^ C ^
James Hermann ^ ^ ^ ^ ^ C ^ C ^
George Cleveland ^ ^ ^ ^ ^ ^ ^ C ^ C
Sharon Thygesen ^ ^ ^ ^ ^ ^ C ^ C ^
Mark Porter ^ ^ ^ ^ ^ ^ ^ ^ C ^ C
Kylan Patterson Sr ^ ^ ^ ^ ^ ^ C C
Summary Monthly 7/7 6/7 6/7 5/7 7/7 5/7 7/7 4/7 0/7 5/5 0 /5 5 /5
# attending /appointed No Quorum in September -Meeting Canceled. November meeting
cancelled because of Holiday on meeting night
Resignations: Mark Porter and Kylan Patterson Sr. Currently have 2 vacant positions and 2
vacant alternate positions
Goals for 2016
Develop ways to increase attendance at Council meetings
Participate in the annual El Sobrante Cleanup Day at the Boys and Girls Club
Participate in the annual El Sobrante Stroll for awareness of the ESMAC and its activities
Continue to address the homeless issue in El Sobrante, and the affect on merchants and the
creek
Continue to address Disaster Preparedness
Explore Grants and revitalize San Pablo Dam Road and Appian Way
Set up CPR classes with the County Health Department to assist in El Sobrante becoming a
Heart Healthy Community Designation
Activate Sub-Committees, Land Use, Safety, Education and Out Reach( including scheduling
speakers on subjects of interest for the Community
Set up Seminar with Sheriff, Fire District Personnel, Police Agencies, CHP etc on reducing
incidents in the El Sobrante Valley
Solicit potential candidates to fill two vacant Council positions and two alternate positions
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 822
RECOMMENDATION(S):
ACCEPT the Refugee Services Plan for federal fiscal years 2016 through 2019 as recommended by the Employment
and Human Services Department Director.
FISCAL IMPACT:
None
BACKGROUND:
Refugees have varied ethnic and cultural backgrounds, English proficiency and literary levels, education and work
experience, and barriers to employment, such as, emotional and mental health issues, domestic violence, and other
family issues. Refugees enter the United States with authorization to work, and if working age, are expected to secure
employment within one year of arrival. The goal of Refugee Social Services (RSS) in Contra Costa County (CCC) is
to engage all eligible refugees in social services and work activities to prepare them for employment and the move
into self-sufficiency.
CCC has been experiencing a larger than normal influx of refugees, asylees and Special Immigrant Visa (SIV)
holders over the last two years. In order to better serve the Refugee Cash Assistance (RCA) population, on May 10,
2016, the Board approved and authorized the Employment and Human Services Department
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 68
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:ACCEPT the Refugee Services Plan
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 823
BACKGROUND: (CONT'D)
to accept funding from the California Department of Social Services, Refugee Programs Bureau. Contra Costa
County has selected to accept annual federal Office of Refugee Resettlement funding projected to be
approximately $78,000 for federal fiscal year 2016-2017. As a condition of receiving this funding, the County is
required to design an annual Refugee Services Plan covering the span of federal fiscal year 2016 through 2019 for
the California Department of Social Services that describes the County's employment service delivery system for
its refugee populations.
CONSEQUENCE OF NEGATIVE ACTION:
Not applicable.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
ATTACHMENTS
Refugee Services Plan
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 824
Contra Costa County Refugee Social Services Plan FFY 2016-2017
0
CONTRA COSTA COUNTY
EMPLOYMENT & HUMAN SERVICES
DEPARTMENT
REFUGEE SERVICES PLAN
Plan years 2016-2019
For the PROVISION OF:
Refugee Employment Social Services
October 2016 – September 2017
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 825
Contra Costa County Refugee Social Services Plan FFY 2016-2017
1
CONTRA COSTA COUNTY
REFUGEE SERVICES PLAN FFY 2014-2015
TABLE OF CONTENTS
SECTION ______PAGE
EXECUTIVE SUMMARY……………………………………………………………….. 2
COUNTY REFUGEE PROGRAM ADMINISTRATION Organization Chart………….. 3
FUNDING SOURCES AND GENERAL PROGRAM DESCRIPTION…...……………. 4
CALWORKS AND RCA COMPLIANCE………………………………………………. 5
COUNTY PLANNING PROCESS ………………………….…………………………... 6
DEMOGRAPHICS, REFUGEE PROFILE AND CHARACTERISTICS……………... 6
TARGET POPULATION NEEDS ASSESSMENT……………………………………... 7
LABOR MARKET ANALYSIS…………………………………………………………. 9
DESCRIPTION OF SERVICE COMPONENTS………………………………………… 11
CALWORKS PROGRAM FLOW.………………………………………………………. 13
REFUGEE CASH ASSISTANCE FLOW……………………………………………….. 14
NON-AIDED FLOW……………………………………………………………………...
15
FFY 2016-2017 RSS BUDGET………………………………………………………….. 16
ANNUAL SERVICES PLAN……………………………………………………………. 17
ANNUAL OUTCOME GOAL PLAN…………………………………………………… 18
PROCUREMENT PROCESS……………………………………………………………. 20
COUNTY MONITORING PLAN……………………………………………………….. 21
REQUIRED ASSURANCES…………………………………………………………… 22
BOARD RESOLUTION…………………………………………………………………. 23
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 826
Contra Costa County Refugee Social Services Plan FFY 2016-2017
2
EXECUTIVE SUMMARY
Refugees have varied ethnic and cultural backgrounds, English proficiency, literacy levels,
education and work experience, and barriers to employment, such as emotional & mental health
issues, domestic violence, and other family issues. Refugees enter the United States (U.S.) with
authorization to work and if working-age are expected to secure employment within one year of
arrival. The goal of Refugee Social Services(RSS) in Contra Costa County (CCC) is to engage
all eligible refugees in social services and work activities to prepare them for employment and
the move into self-sufficiency.
CCC has been experiencing a larger than normal influx of refugees, asylees, and Special
Immigrant Visa (SIV) holders over last two years. The arrivals are mostly from Middle Eastern
countries, predominantly Iran, Iraq, and Afghanistan. There are a smaller number of arrivals
from Southeast Asia, the former Union of Soviet Socialist Republics (USSR), and Africa. The
latest data from CDSS shows SIV arrivals from Federal Fiscal Year (FFY) 2011-2015 are now
equal in number to all other refugee arrivals, 243 for each group for a total of 486 arrivals in the
last five years.
Without RSS funding, the county has been referring Refugee Cash Assistance (RCA) clients to
the California Employment Development Department (EDD) for registration and employment
services. RCA clients are adult refugees, asylees, SIVs from Iraq and Afghanistan, ORR
certified human trafficking victims, and Cuban/Haitian entrants without dependent children that
do not qualify for CalWORKs. CalWORKs eligible refugees with children are referred for
Welfare-to-Work (WTW) services through one of three CalWORKs employment contractors
(Lao Family Community Development (LFCD), Monument Impact, and The English Center.
In order to better serve the RCA population Contra Costa County has elected to accept annual
funding projected to be approximately $78,000 from the federal Office of Refugee Resettlement
(ORR) for FFY 2016/2017. As a condition of receiving this funding, the County is required to
submit an annual Refugee Services Plan to the California Department of Social Services (CDSS)
that describes the County’s employment service delivery system for its refugee populations.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 827
Contra Costa County Refugee Social Services Plan FFY 2016-2017
3
COUNTY REFUGEE PROGRAM ADMINISTRATION
CONTRA COSTA COUNTY
EMPLOYMENT & HUMAN SERVICES DEPARTMENT
REFUGEE ASSISTANCE PROGRAM
ORGANIZATION CHART
BOARD OF SUPERVISORS
GOVERNING BODY
EMPLOYMENT & HUMAN SERVICES DEPARTMENT
KATHY GALLAGHER,
DIRECTOR
WORKFORCE SERVICES BUREAU
WENDY THERRIAN
DIRECTOR
CalWORKs/RCA, CALFRESH, MEDI-CAL
KATHI KELLY, DIVISION MANAGER
REFUGEE CASH ASSISTANCE
JOHN REES, REFUGEE PROGRAM COORDINATOR
RCA CASE MANAGEMENT/EMPLOYMENT SERVICES &
SUPPORTIVE SERVICES PROVIDERS
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 828
Contra Costa County Refugee Social Services Plan FFY 2016-2017
4
FUNDING SOURCES AND GENERAL PROGRAM DESCRIPTION
The goal of Refugee Services funded by RSS dollars in CCC is to engage all eligible refugees in
social services and work activities that are specifically designed to address the language, cultural
and other barriers refugees face in order to prepare them for employment, leading toward self-
sufficiency. In order to achieve this, refugee participants will focus on employment and non-
employment services.
Social and employment services will be provided to refugees who have been in the U.S. for 60
months or less, including refugees receiving RCA, other types of cash assistance such as General
Assistance (GA), and refugees who are not being aided.
Refugee Services will be provided based on the following priorities:
1. All newly arriving refugees/asylees during their first year in the U.S. who apply for
Services.
2. Refugees who are receiving cash assistance.
3. Unemployed refugees who are not receiving cash aid.
4. Employed refugees in need of services to retain employment or to attain economic
independence.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 829
Contra Costa County Refugee Social Services Plan FFY 2016-2017
5
CALWORKS AND RCA COMPLIANCE
CCC assures that the provision of activities to mandatory and voluntary CalWORKs WTW
participants and RCA recipients, funded by ORR monies and allocated by the CDSS, will be in
accordance with CalWORKs WTW and RCA requirements (including those regarding program
participation flow, good cause determination, sanctioning, and supportive services) specified in
the Manual of Policy and Procedures Sections 42-700 and 69-200, respectively, and other
applicable CalWORKs and RCA policy guidance issued by the CDSS.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 830
Contra Costa County Refugee Social Services Plan FFY 2016-2017
6
COUNTY PLANNING PROCESS
In planning for CCC’s RSS program, previous RSS programs in the County were reviewed and
community partners who serve refugees were consulted to create a service strategy that would
best support eligible refugees. Input was received from leadership, and program coordinators of
Jewish Family and Community Services (JFCS), LFCD, and Monument Impact. Most of the
individuals that were consulted participate in the Northern California Resettlement Agencies
Community Consultation forum that meets quarterly to discuss concerns and share information.
The forum has participants from the following agencies: the CCC Employment and Human
Services Department (EHSD), Alameda County Workforce and Benefits Administration, CDSS,
International Rescue Committee (IRC), JFCS, LFCD, Bay Area Legal Aid and Catholic
Charities of the East Bay to name a few.
DEMOGRAPHICS
REFUGEE PROFILE AND CHARACTERISTICS
Resettled refugees have varying levels of education. The challenge is for the providers to
address multi-level training to meet their needs. Some service providers have indicated that
highly educated clients may have unrealistic expectations and do not understand the American
job market. Clients with low education levels require more intensive assistance, especially in
learning the language in a short period of time. Initial indications are that the incoming Syrian
population will be more educated and be higher functioning than previous arrivals.
The highest number of arrivals from 2010-2014 had come from Iran and Iraq. Together these
two groups comprised 78.61% of the total refugees that were resettled in Contra Costa.
The most recent arrival data from the June Quarterly Consultation meeting showed a very
different pattern of arrivals. The three Resettlement Agencies in our area placed 347 Afghan
refugees in Contra Costa and Alameda County, this accounts for 82.23% of the total refugee
arrivals. This was followed by 21 arrivals from Burma (4.97%), 16 from Africa (Iritrea, Congo,
Somalia) accounting for 3.79%. There were the same number of arrivals from Iraq (14), and
Syria (14), with the Syrian arrivals being within the last several months. The highest number of
future arrivals are projected to come from Afghanistan and Syria.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 831
Contra Costa County Refugee Social Services Plan FFY 2016-2017
7
CONTRA COSTA COUNTY
REFUGEE ARRIVAL DEMOGRAPHICS*
FFY 2010 THROUGH 2014
Country Number Percent
Afghanistan 8 2.95%
Iran 105 38.76%
Iraq 108 39.85%
Former USSR 17 6.27%
Southeast Asia 20 7.38%
Africa 12 4.43%
Other 1 0.37%
Total
271
100%
*Source: CA Department of Social Services – Refugee Program Bureau
CONTRA COSTA COUNTY
ACTIVE REFUGEES ON PUBLIC ASSISTANCE*
ETHNIC COMPOSITION OF REFUGEES
Ethnicity Number Percent
Afghan 15 48.39%
Iranian 4 12.90%
African 1 3.23%
Cuban 2 6.45%
Hispanic 3 9.68%
Other Asian 4 12.90%
White 2 6.45%
Total
31
100%
*Source: Contra Costa County, Employment and Human Services Department – BI Report
TARGET POPULATION NEEDS ASSESSMENT
During consultations Community Partners provided the following input:
1. Identification of barriers for single adult refugees:
Lack of affordable housing
lack of work or credit history required by landlords
Low RCA Grant amounts
Short RCA timeframe of eight months from date of entry
High cost of living in Contra Costa and surrounding areas
Need for immediate healthcare
Refugees have high expectations related to:
o Assistance services they will receive upon arrival (Some believe the
U.S. should do more to assist them upon arrival.)
o Job prospects and ability to use foreign education
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 832
Contra Costa County Refugee Social Services Plan FFY 2016-2017
8
o Living standards (not explained in overseas orientation)
Cultural limitations for women from countries where education and employment is
not encouraged
Emotional/mental health related to trauma and medical issues, especially with
LGBT
Lack of education
Limited computer literacy
English proficiency
Transportation
2. The following will assist refugees to become self-sufficient:
Affordable housing:
o Subsidized housing for refugees
o Credit waivers
o Incentives for landlords to rent to refugees
Make it clear that RCA/RSS an employment program designed to assist refugees in
finding work within one year.
Employment Services & Training that include:
o Culture of the American workplace
Work ethics
Importance of reporting to work on time
Teamwork
Conflict resolution
Communication with supervisors and coworkers
Following safety regulations in the workplace
o Assistance with completing job applications
o Resume writing
o Interviewing techniques
o Networking
o Computer skills
Social adjustment training
ESL classes for up to 60 months
Transportation assistance
Ongoing support/retention services
Referrals to assist them in improving language, career pathways, earn certifications
Reengage them quickly after job loss.
3. Supportive Services required:
Housing assistance
Mental health, and trauma informed, culturally competent medical treatment
Clothing
Referrals to local resources for refugees
Other retention services as needed
Health screenings and timely follow up care
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 833
Contra Costa County Refugee Social Services Plan FFY 2016-2017
9
LABOR MARKET ANALYSIS
CCC belongs to one of California’s busiest urban centers, the San Francisco Bay Area. There are
nine counties contributing to the economy of the Bay Area: Contra Costa, Alameda, Marin,
Napa, Santa Clara, San Francisco, San Mateo, Solano and Sonoma. While there is a tremendous
amount of growth and development in CCC, much of the land is still rural, providing many
recreational opportunities. The western and northern area shorelines are highly industrialized,
while the interior sections are residential, commercial and light industrial.
The current labor market information from EDD’s Website states that CCC has an estimated
labor force of 549,300 of which 525,600 are currently employed, leaving an unemployment rate
of 4.3 percent for April of 2016.
The following is a list of Major Employers in CCC
Employer Name Location Industry
AAA NORTHERN CA NEVADA &
UTAH
Walnut Creek Automobile Clubs
BART Richmond Transit Lines
Bio-Rad Laboratories Inc Hercules Physicians & Surgeons Equip &
Supls-Mfrs
Chevron Corp Richmond Service Stations-Gasoline & Oil
Chevron Corp San Ramon Oil Refiners (mfrs)
Chevron Global Downstream LLC San Ramon Petroleum Products (whls)
Chevron Technology Ventures San Ramon Technology Assistance Programs
Chevron-Corp Not Available Real Estate
Contra-Costa Regional Med Ctr Martinez Hospitals
Department of Veterans Affairs Martinez Clinics
Inspira Financial Co Walnut Creek Financial Advisory Services
Job Connections Danville Personnel Consultants
John Muir Medical Ctr Walnut Creek Hospitals
John Muir Medical Ctr Concord Hospitals
Kaiser Permanente Antioch Med Antioch Physicians & Surgeons
Kaiser Permanente Martinez Med Martinez Clinics
Kaiser Permanente Walnut Creek Walnut Creek Physicians & Surgeons
La Raza Market Richmond Grocers-Retail
Liberty Tax Svc Antioch Tax Return Preparation & Filing
San Ramon Regional Medical Ctr San Ramon Hospitals
Sutter Delta Medical Ctr Antioch Hospitals
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 834
Contra Costa County Refugee Social Services Plan FFY 2016-2017
10
Tesoro Golden Eagle Refinery Pacheco Oil Refiners (mfrs)
US Veterans Medical Ctr Martinez Outpatient Services
USS-POSCO Industries Pittsburg Steel Mills (mfrs)
*Data from www.labormarketinfo.edd.ca.gov/majorer/countymajorer.asp
According to the EDD’s Labor Market Information Report published January 2015, the
occupations with the fastest rate of job growth for the period of 2012-2022 have been and are
projected to continue in the following occupations.*
Pipelayers
Brickmasons and Blockmasons
Personal Care Aides
Dental Laboratory Technicians
Market Research Analysts and Marketing Specialists
Meeting, Convention, and Event Planners
*This data is for the Oakland-Hayward-Berkeley Metropolitan Division (Alameda and Contra Costa Counties) no information
was available for Contra Costa County.
CCC, JFCS, the IRC, Catholic Charities and CCC’s contracted service provider, (TBD) work
together to assist refugees in finding employment.
According to JFCS the entry level positions available to refugees are found mostly in retail,
restaurants, childcare, caregiving roles, construction, transportation and security. Most of these
jobs pay $10-15 per hour, are mostly part-time and do not offer benefits. While these jobs are a
step toward self-sufficiency for new refugee arrivals, the pay is not always enough to support a
family without some form of assistance. Additionally, many of these entry level positions
require a high level of English language proficiency that many refugee arrivals do not possess.
There are very few jobs that will accommodate refugees who speak Afghani, Arabic, Persian,
Assyrian, or Farsi – the languages most of the refugees in CCC speak.
Service providers will work with employers to develop job sites to accept refugees with limited
English skills.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 835
Contra Costa County Refugee Social Services Plan FFY 2016-2017
11
DESCRIPTION OF SERVICE COMPONENTS
SUPPORTED BY RSS FUNDS
RCA cases have been identified as the target group to receive RSS program services in FFY
2016/2017. The funding level is sufficient only for the RCA Case Management/Employment
Services Component.
Program Operating Period
The RCA Case Management/Employment Services Program will be in operation from October
1, 2016 until September 30, 2017.
Program Description
RCA Case Management and employment services exclusively serves RCA eligible refugees.
The contracted service provider’s RCA-Case Manager (RCA-CM) receives referrals of RCA
eligible participants from the intake worker within 30 days of RCA approval and provides the
following services:
EMPLOYMENT
Intake and Assessment: Conduct orientation and initial assessment. Interview individual to
assess participant’s oral, reading and writing English Skill levels as well as review education, job
skills and work experience to determine necessary supportive services and identify other
personal needs. Explain to participants the objective of the program, which is to assist
participants with finding employment and meeting the required program participation
requirements, with the ultimate goal of finding self-sufficiency. Develop Individual
Employability Plans/Family Self-Sufficiency Plans (FSSP) to identify and address barriers or
needs. Complete referrals to other appropriate services.
Job Search: Develop a detailed curriculum for job services including how and where to look for
a job, resume writing, completing job applications, interviewing techniques, work standards and
behavior in the U.S. and problem resolution techniques for the workplace. Participants are
assisted with job search activities and taken to or sent to job interviews.
Job Placement: Develop and maintain job placements within a reasonable geographic area from
the participant’s residence. Place participants in unsubsidized employment. Follow up with
participants after job placement to identify ongoing needs and refer them to necessary services.
Monitor employed refugee for 90 days after placement to assist as needed and promote job
retention.
English as a Second Language: Participants with limited English proficiency will be referred to
the Adult School for ESL classes.
Case Management: Assess and refer eligible participants to appropriate components to promote
employability. An appraisal will also be completed to identify any barriers that may prevent
them from finding or obtaining employment. Participants will be engaged in approved job
services activities for the required number of participation hours. RCA-CM will meet with
participants no less than monthly to monitor job search plan activities. Monitor and report
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 836
Contra Costa County Refugee Social Services Plan FFY 2016-2017
12
monthly to EHSD all participant activities and progress toward the goals stated in the Individual
Employability plan/FSSP.
The RCA-CM will report non-cooperation to EHSD on a timely basis. Services include but are
not limited to: outreach, linking refugees to available resources, advocacy, counseling and
guidance, needs assessment, providing appropriate services, monitoring progress towards
established goals and objectives, and ensuring that all services specified in the service plan are
provided to the refugee.
Other Employability Services: Other supportive service costs may be given to the refugee
customer, if needed for employability purposes. This is assessed on a case by case basis and
subject to the availability of funds.
Transportation: Eligible refugees will receive payments to cover the transportation costs
attributable to their travel to and from their employment and education activities.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 837
Contra Costa County Refugee Social Services Plan FFY 2016-2017
13
CONTRA COSTA COUNTY
CALWORKS PROGRAM FLOW FOR REFUGEE FAMILIES
1. Refugee applies for benefits through My Benefits CalWIN (BCW) or in one of the
Employment & Human Services Department offices.
2. CalWORKs refugees are referred for a Welfare-to-Work (WTW) orientation and
appraisal within 10 days of their approval for benefits.
3. RSS dollars will only be used to serve RCA participants, not CalWORKs participants.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 838
Contra Costa County Refugee Social Services Plan FFY 2016-2017
14
CONTRA COSTA COUNTY
REFUGEE CASH ASSISTANCE FLOW
YES NO
NO
YES
1. All Employability activities and supportive services provided to RCA customers will be funded by RSS
dollars.
2. Services will be provided to RCA participants for up to 8 months (after RCA eligibility, refugees may still
receive services under the non-aided flow for up to 60 months after entry date.
Refugee applies for RCA
After intake appointment but prior to granting RCA client is Referred & scheduled for
assessment with Service Provider by completing the RS 3 and RS 36.
Did Client
attend?
NO
Notify County Case Carrying Worker
for appropriate case action
YES Assessment
appointment
completed
Notify Intake
worker, RCA
granted.
Individual Employability
Plan/FSSP is developed with the
service provider’s Case Manager
RCA participant is referred to
appropriate activity by Case
Manager
Contracted Agency will provide appropriate services:
Employment Services
o Job Search
o Job Placement
ESL
Case management
Other employability Services
o Transportation
Service Provider will report
non-compliance to county
eligibility worker
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 839
Contra Costa County Refugee Social Services Plan FFY 2016-2017
15
CONTRA COSTA COUNTY
NON-AIDED FLOW – REFUGEES
1. Employability activities provided by Contracted Service Provider to customers in the non-aided flow will
be funded only by RSS dollars.
2. The non-aided flow will be for individuals who self-refer and may include those who have timed out from
CalWORKs (48 months) or RCA (8 months), and GA clients.
Refugee contacts Service
Provider
Service Provider will assess participant for service eligibility
Eligible for
Services?
NO
Services Denied
YES
Individual Employability
Plan/FSSP is developed with the
service provider’s Case Manager
Participant is referred to
appropriate activity by Case
Manager
Service Provider will provide appropriate services for up to
60 months from date of eligibility, including but not limited
to:
Employment Services
o Orientation
o Job Search
o Job Placement
o 90 day job retention
ESL
Case management
Other employability Services
o Transportation
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 840
Contra Costa County Refugee Social Services Plan FFY 2016-2017
16
CONTRA COSTA COUNTY
REFUGEE SERVICES PLAN
FFY 2016-2017 RSS BUDGET
FFY 2016-2017 RSS ALLOCATION
Employment $ 35,000
Intake and Assessment
Job Search
Job Placement
Case Management $26,000
Other Employability Services $5,300
Subtotal $ 66,300
County Administration (15%) $ 11,700
Total FFY 2016-2017 Estimated RSS Funds $ 78,000
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 841
Contra Costa County Refugee Social Services Plan FFY 2016-2017
17
Description of Contracted or
State-Provided Services A B C D E F G
Total
(Should equal
100)
SS $100,000.00 100 50 50
TAP 0
Other 0
SS $35,000.00 25 20 5
TAP 0
TAD 0
SS 0
TAP 0
TAD 0
SS 0
TAP 0
TAD 0
SS 25 20 5
TAP 0
TAD 0
SS $26,000.00 25 20 5
TAP 0
TAD 0
SS $5,300.00 7 5 2
TAP 0
TAD 0
SUBTOTAL $66,300.00 82 65 17
SS 0
TAP 0
TAD 0
ORDG 0
SS $11,700.00 *Type of Agency
TAP A. State/County E. Adult Basic Education
TAD B. Ethnic Community-Based Organization F. Other Non-Profit Organization
ORDG C. Resettlement Agencies G. ________________
SS $78,000.00 D. Community College
TAP $0.00
TAD $0.00
ORDG $0.00
100%
Non-Employment
County Admin (15%
admin max)
Grand Total (The total percentage for each individual service (i.e., Employment, ELT, etc.) under Type of Agency and Precent of Funds must equal
100%m - see example.)
100%
Other (Employment)
100%
Case Management
100%
0%
0%
Skills Training
100%100%
OJT
ELT
20%40%100%
Employment
100%
EXAMPLE
20%20%
100%
Contracted Amount
by Funding Source
Total
Number
0-12
Months
13-60
Months
Type of Agency* and Percent of Funds
FY 2016 Annual Services Plan Original ( X ) Revision ( )
Date: Time Period Covered by Plan: 10/1/2016 - 9/30/2017
County: From: To:
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 842
Contra Costa County Refugee Social Services Plan FFY 2016-2017
18
1. Caseload
TANF Recipients
RCA Recipients
No Federal Cash Assistance
Total
2. Entered Employment
Full Time 0 #VALUE!0 ####2 33%
Part Time #VALUE!#VALUE!0 ####4 67%
Total
#VALUE!#VALUE!0 %6 24%
2a. TANF Recipients Entered Employment
Full Time #DIV/0!0
Part Time #VALUE!0
Total 0 %0 %0 %
2b. RCA Recipients Entered Employment
Full Time #DIV/0!2 40%
Part Time #DIV/0!3 60%
Total 0 %0 %5 83%
2c. No Federal Cash Assistance Entered Employment
Full Time #DIV/0!#####0 0%
Part Time #DIV/0!#####1 100%
Total
0 %0 %1 17%
0 0 5
3. Federal Cash Assistance Terminations
TANF Recipients 0 0%
RCA Recipients 2 100%
Total
0 #DIV/0!0 #####2 40%
4. Federal Cash Assistance Reductions
TANF Recipients 0 0%
RCA Recipients 2 100%
Total
0 #DIV/0!0 #####2 40%
5. Entered Full Time Employment Offering Health Benefits
TANF Recipients 0 0%
RCA Recipients 1 100%
0 0%
Total
0 #DIV/0!0 #####1 50%
State or County:
FY 2015 GOAL FY 2015 ACTUAL FY 2016 GOAL
25
ANNUAL OUTCOME GOAL PLAN
FY 2016
PERFORMANCE GOALS AND ACTUALS
0
20
CONTRA COSTA COUNTY
0
5
0
No Federal Cash Assistance
Cash Assistance Recipients Placed In Employment
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 843
Contra Costa County Refugee Social Services Plan FFY 2016-2017
19
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 844
Contra Costa County Refugee Social Services Plan FFY 2016-2017
20
PROCUREMENT PROCESS
All Refugee Social Service components will be subcontracted to successful bidders using the
Request for Interest (RFI) process. The RFI process is completed in accordance with Federal,
State and County regulations. Bidders must have bilingual staff and demonstrate the ability to
meet program objectives and achieve goals as described in the County Plan. The bids submitted
are evaluated by impartial, knowledgeable reviewers who have no conflict of interest or
connection with any of the bidders. Bidders are rated according to fiscal, management, and
programmatic standards.
The county acknowledges that ethnic community based organizations (ECBO)s have a special
sensitivity for working with refugee clients who share similar cultures, languages, and life
experiences. The County believes that such organizations are most qualified to provide Refugee
Social Services. The ORR definition of an ECBO is as follows:
1. An organization legally incorporated as nonprofit; and
2. The organization has not less than 51 percent of its Board of Directors or Governing
Board composed of current or former refugees/entrants.
All new contracts, and contract extensions require the approval of the Board of Supervisors.
Upon the CCC Board of Supervisors approval of this plan, the EHSD will follow the RFI process
to select a service provider capable of providing the required services and meet the geographical
needs of the incoming refugee population to be served.
Contra Costa County’s service provider is ________________________. Included below is the
contact information for the service provider and their Executive Director:
EXAMPLE ONLY: International Refugee Resettlement Organization
Jack Hamner, Office Manager
2129 Cole Ct
Antioch, CA 95380
Phone: 209-151-6632
Fax: 209-151-6633
JackHamner@IRR.ORG
International Refugee Resettlement Organization
Mona Lisa
405 14th St.
Oakland, CA 94533
510-452-8222
Cell 415-222-1597
MonaLisa@ IRR.ORG
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 845
Contra Costa County Refugee Social Services Plan FFY 2016-2017
21
COUNTY MONITORING PLAN
Statistical analyses of the clients in the refugee service program are collected monthly. These
analyses include the number of new clients entering the program and referrals to each service,
the number of persons enrolled in contracted services, the number of persons accessing training
and the type of training, the number of persons who entered employment, and the amount of ad
reduced or terminated.
Monthly case reviews are to be conducted by the service provider ’s case managers to review
progress, identify barriers, provide supportive services, and assure adherence to our update
Employability Plans/FSSPs.
The overall fiscal and program monitoring of the CCC RSS program will be accomplished by the
following means: audit claims, case reviews, electronic review, etc. At least one comprehensive
monitoring review will be conducted onsite and within six months from the beginning of the
program year. As part of our monitoring process, EHSD will verify and document 90-day
follow-up job placements and will verify that records include all detailed requirements
concerning the job placements as stated in the CDSS’ County Refugee Program Guidelines,
Section VII. Written reports on the reviews will be submitted to the CDSS, RPB no later than 45
days from the completion of the reviews.
The EHSD will complete the Service Participation and Outcome Report (RS 50) and Caseload
Movement Report (RS 51) each trimester no later than the close of business, 20 days after the
end of each trimester of the FFY, narrating major activities, accomplishments, and problems
associated with the CCC RSS.
With the above reviews and reports, we will work toward meeting the program goals to insure
fiscal expenditures are appropriate, and fiscal, statistical, and refugee determinations status data
are accurate. In addition we will ensure that each employable refugee has an Employability
Plan/FSSP developed.
Follow-up monitoring will include a review of previous corrective actions to ensure they have
been corrected as specified and in a timely manner.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 846
Contra Costa County Refugee Social Services Plan FFY 2016-2017
22
REQUIRED ASSURANCES
The CCC assures that the 2016-17 RSS Plan was developed in accordance with:
California Department of Social Services Manual of Policies and Procedures
o Refugee Resettlement Program Regulations - Division 69-200
o Cuban/Haitian Entrant Program – Division 69-300
o Purchase of Services Regulations – Division 23-600
Code of Federal Regulations – Title 45 –Public Welfare
o Refugee Resettlement Program – 45 CFR PART 400
o Cuban/Haitian Entrant Program – 45 CFR PART 401
o Uniform Administrative Requirements – 45 CFR PART 74
o Federal Procurement Standards – 45CFR PART 92
California Department of Social Services County Refugee Program Guidelines
California Welfare and Institution Code Section 10850 - Confidentiality of Records
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 847
Contra Costa County Refugee Social Services Plan FFY 2016-2017
23
BOARD RESOLUTION
(Reserved)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 848
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Defender, or designee, to serve as a host organization for the Boston
College Law School Public Service Fellows Program, a year-long postgraduate fellowship program that engages
graduates in the criminal legal process, for the period September 1, 2016 through August 30, 2017.
FISCAL IMPACT:
No fiscal impact. BC Law will provide a monthly taxable stipend of $3,333 directly to the Fellow for the twelve
months of service. The Fellow is eligible for health benefits through BC Law.
BACKGROUND:
The Boston College Law School (BC Law) Prosecutor/Defender Legal Fellowship (“fellowship”) is a year-long
postgraduate fellowship that provides the selected prosecutor or public defender office with a full-time BC Law
graduate. The fellowship program is designed to engage attorneys in the criminal legal process both in prosecutorial
and defender positions.
Host organizations include state, local and federal prosecutor and public defender offices.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Robin Lipetzky,
925-885-8035
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 72
To:Board of Supervisors
From:Robin Lipetzky, Public Defender
Date:August 16, 2016
Contra
Costa
County
Subject:Boston College Law School Prosecutor/Defender Legal Fellowship
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 849
BACKGROUND: (CONT'D)
The assigned Fellow will provide litigation support to the attorneys in the form of research and writing, motion work,
and trial preparation. The Fellow will work full-time, under the supervision of a supervising attorney, for a minimum
of 35 hours per week while participating in the fellowship.
The Fellow will receive a monthly stipend from Boston College Law School for legal work performed at the Public
Defender's Office. The County will not provide health insurance to Fellow.
CONSEQUENCE OF NEGATIVE ACTION:
The Public Defender would not be able to serve as a host organization.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 850
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:
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.
Government Code Section 8630 requires 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 August 2, 2016 the Board of Supervisors reviewed and
approved the emergency declaration.
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: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 78
To:Board of Supervisors
From:David Twa, County Administrator
Date:August 16, 2016
Contra
Costa
County
Subject:Continue Extension of Emergency Declaration Regarding Homelessness
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 851
BACKGROUND: (CONT'D)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 852
RECOMMENDATION(S):
(1) APPROVE the Driveway and Parking Lot Repair between Juvenile Hall and Surplus/Recycle Facilities, 202
Glacier Drive, Martinez
(2) DETERMINE that the Project is a California Environmental Quality Act (CEQA), Class 2(c) Categorical
Exemption, pursuant to Section 15302(c) of the CEQA Guidelines, and
(3) DIRECT the Director of the Conservation and Development Department to file a Notice of Exemption with the
County Clerk, and
(4) AUTHORIZE the Public Works Director to arrange for payment of a $25 fee to the Department of Conservation
and Development Department for processing and a $50 fee to the County Clerk for filing the Notice of Exemption.
FISCAL IMPACT:
The construction cost will be $634,048 (100% General Fund).
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
Contact: Ramesh Kanzaria, (925)
313-2000
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: August 16, 2016
, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: PW Accounting, PW CPM Division Manager, PW CPM Project Manager, PW CPM Clerical
C. 75
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Driveway and Parking Lot Repair, 202 Glacier Drive, Martinez and Related CEQA Actions (WH133B)
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 853
BACKGROUND:
The project area is badly deteriorated and poses safety hazards to pedestrians and vehicles. The purpose of this
project is to repair/replace asphalt parking lots, concrete curb, concrete sidewalk, and asphalt driveway. The
project consists of excavating and replacing concrete sidewalk and asphalt, applying road surface treatment, and
re-striping, and adjusting signs.
On November 10, 2015, the Board of Supervisors awarded a job order contract (JOC) for repair, remodeling, and
other repetitive work to be performed pursuant to the Construction Task Catalog to each of Sea Pac Engineering,
Inc., John F. Otto, Inc., and Mark Scott Construction, each in the amount of $2,000,000. This project is expected
to be performed by one of the three JOC contractors. A task order catalogue has been prepared for the JOC
Contractor to perform the Project. In the event that it is not performed by a JOC contractor, the Public Works
Department will go to the Board for approval of plans and specifications and authorization to advertise and solicit
bids.
CONSEQUENCE OF NEGATIVE ACTION:
If the project is not approved, the driveway and parking lot will continue to deteriorate and will result in costly
repairs in the future and the Public Works Department will have to return to the Board for approval of plans and
specifications and authorization to advertise and solicit bids.
ATTACHMENTS
CEQA
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 854
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 855
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 856
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 857
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 858
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 859
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 860
RECOMMENDATION(S):
ACCEPT the July 2016 update of the operations of the Employment and Human Services Department, Community
Services Bureau, as recommended by the Employment and Human Services Department Director.
FISCAL IMPACT:
Not applicable.
BACKGROUND:
The Employment and Human Services Department submits a monthly report to the Contra Costa County Board of
Supervisors (BOS) to ensure ongoing communications and updates to the County Administrator and BOS regarding
any and all issues pertaining to the Head Start Program and Community Services Bureau.
CONSEQUENCE OF NEGATIVE ACTION:
Not applicable.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 70
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:August 16, 2016
Contra
Costa
County
Subject:Operations Update of the Employment and Human Services Department, Community Services Bureau
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 861
ATTACHMENTS
CSB July 2016 CAO Report
CSB July 2016 HS Fiscal
CSB July 2016 EHS Fiscal
CSB July 2016 Partnership Fiscal
Report
CSB July 2016 CACFP Monthly Report
CSB July 2016 Credit Card Report
CSB July 2016 LIHEAP
CSB July 2016 Menu
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 862
Camilla Rand, M.S.
Director
1470 Civic Court, Suite 200
Concord, CA 94520
Tel 925 681 6300
Fax 925 313 8301
www.cccounty.us/ehsd
To: David Twa, Contra Costa County Administrator
From: Kathy Gallagher, EHSD Director
Subject: Community Services Monthly Report
Date: July 2016
I. Good News Update/Accomplishments:
2016 LIHEAP, LIWP and DOE On-Site Monitoring was recently completed (6/27-
7/1) by the State Department of Community Services and Development (CSD).
Administrative, Financial, Programmatic, and Compliance Requirements, along
with Certification and Assurances and file and documents being reviewed. The
final report is pending, yet at the exit conference on June 30, the reviewer
noted that the review did not disclose any areas of non-compliance.
CSB is preparing for the Interim Audit scheduled for the week of August 8th. The
audit will review compliance in CSB’s Title V Child Development, Stage II and
CAPP programs for the 2015-2016 program year.
Several CSB staff attended CHSA’s Leadership Conference in Long Beach. The
critical topics of discussion were EHS/ CCP Partnership Expansion; the continued
changing landscape of Head Start; Duration Funding and the soon-to-be-
released HS Performance Standards. CSB staff members Sung Kim and Sarah
Reich supported One Solution Technologies in showcasing CLOUDs and Christina
Reich presented on a panel regarding Slots Reduction Planning.
On July 11, 2016, GMIII Children’s Center received a comprehensive NAEYC
accreditation visit that occurs every five years. The reviewer spent two days at
the center observing quality early childhood practices throughout the 10
classroom center and shared with the Site Supervisors that all criterion were
met during the visit. Early childhood education programs with the mark of
quality achieved through NAEYC accreditation benefit children with greater
readiness for and success in school. Families have many choices when looking
for care for their young children beginning at birth and NAEYC accreditation is
the mark of quality many families are looking for. NAEYC accreditation gives
families the chance to make right choices for their children.
CSB is in process of developing a new system for the Alternative Payment
Program (Stage2/CAPP) unit to better suit the needs of clients, providers and
staff. This system will include a Mobile APP that will provide, among other
functions, online & real time attendance and absence reporting and payment
status reports, greatly reducing the amount of time and effort required to
process payments and respond to phone inquiries regarding payments. These
features will greatly enhance the programs efficiency by allowing our resources
to be redirected to other essential/priority tasks needed to provide excellent
client service.
CSB will implement two new curricula for parent engagement and ongoing
learning in the 2016-17 program year entitled: Make Parenting A Pleasure from
Parenting Now! This Curricula will assists stressed families in improving
protective factors associated with reducing the risk of child abuse and neglect,
and has been found to reduce symptoms of depression and increase reported
parenting skills; and Family Financial Fitness from Community Financial
Resources, which aims to build financial stability for families by enhancing
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 863
2
critical thinking skills around spending habits, and providing education about
save and invest strategies and the inter-dependent link between Household and
Community financial stability.
II. Status Updates:
a. Caseloads, workload (all programs)
Head Start enrollment: 100.56 %
Early Head Start enrollment: 98.00%
Early Head Start Child Care Partnership enrollment: 100.00%
Head Start Average Daily Attendance: 77.4%
Early Head Start Average Daily Attendance: 83.7%
Early Head Start Child Care Partnership Attendance: 93.8%
Stage 2: 350 families and 564 children
CAPP: 81 families and 118 children
In total: 431 families and 682 children
Incoming transfers from Stage 1: 15 families and 20 children
LIHEAP: 202 households have been assisted
Weatherization: 20 units
b. Staffing:
o During the month of July CSB conducted interviews for Master Teacher-
Project. The Bureau hired temporary teaching staff to ensure ratio
requirements and safety in the classroom. CSB is in the process of
scheduling interviews to fill Administrative Services Assistant III and
Personnel Services Assistant II vacancies. Further, the Bureau is working
with the county’s Human Resources Department to open recruitment
for Comprehensive Services Assistant Manager-Project.
c. Union Issues:
o An Appeal meeting was held with Local 1, Line Staff Unit Business Agent
on behalf of a CSB’s Master Teacher for proposed action (Skelly Notice)
for termination of employment.
o Resolution 2016/468 for CSB slots reduction, including Home Based
slots, was approved by the CCC Board of Supervisors on 7/16. As a
result, 6 of the 7 Early Childhood Educators providing home visiting
services have been displaced from their positions. CSB and PEU, Local 1
agreed that these employees will be given opportunity to transfer or
demote to other positions for which they qualify. A special bid will be
held for these employees during the last week of July.
III. Emerging Issues and Hot Topics:
CSB is planning to apply for EHS/ Childcare Partnership Expansion due later in
August. Staff is identifying partnerships to expand this successful endeavor.
cc: Policy Council Chair
Family & Human Services Committee
Maureen Burns-Vermette, ACF
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 864
1 2 3 4 5
DESCRIPTION Total Remaining %
YTD Actual Budget Budget YTD
a. PERSONNEL 1,897,668$ 3,874,284$ 1,976,616$ 49%
b. FRINGE BENEFITS 1,167,565 2,680,138 1,512,573 44%
c. TRAVEL - - - 0%
d. EQUIPMENT - - - 0%
e. SUPPLIES 147,880 294,639 146,759 50%
f. CONTRACTUAL 2,009,704 6,466,986 4,457,282 31%
g. CONSTRUCTION - - - 0%
h. OTHER 579,709 1,571,708 991,999 37%
I. TOTAL DIRECT CHARGES 5,802,527$ 14,887,755$ 9,085,228$ 39%
j. INDIRECT COSTS 429,825 801,975 372,150 54%
k. TOTAL-ALL BUDGET CATEGORIES 6,232,352$ 15,689,730$ 9,457,378$ 40%
In-Kind (Non-Federal Share)674,156$ 3,922,433$ 3,248,277$ 17%
CONTRA COSTA COUNTY
COMMUNITY SERVICES BUREAU
2016 HEAD START PROGRAM
June 2016 Expenditures
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 865
1 2 3 4 5 6 7 8 9
Jan-16
thru Actual Actual Actual Total YTD Total Remaining %
Mar-16 Apr-15 May-15 Jun-15 Actual Budget Budget YTD
a. Salaries & Wages (Object Class 6a)
Permanent 1011 811,166 291,106 294,910 221,097 1,618,279 3,318,309 1,700,030 49%
Temporary 1013 162,645 51,634 42,322 22,788 279,389 555,975 276,586 50%
a. PERSONNEL (Object class 6a)973,811 342,739 337,232 243,886 1,897,668 3,874,284 1,976,616 49%
b. FRINGE BENEFITS (Object Class 6b)- - - - - - -
Fringe Benefits 589,566 210,624 203,018 164,358 1,167,565 2,680,138 1,512,573 1,167,565
b. FRINGE (Object Class 6b)589,566 210,624 203,018 164,358 1,167,565 2,680,138 1,512,573 1,167,565
e. SUPPLIES (Object Class 6e)- - - -
1. Office Supplies 5,782 6,227 5,809 725 18,544 70,620 52,076 26%
2. Child and Family Services Supplies (Includesclassroom Supplies)6,938 8,237 22,728 (6,209) 31,693 45,000 13,307 70%
Computer Supplies, Software Upgrades, Computer Replacement 24,884 305 27,519 19,229 71,937 136,370 64,433 53%
Health/Safety Supplies 755 87 771 959 2,572 5,237 2,665 49%
Mental helath/Diasabilities Supplies - - - - - 2,128 2,128 0%
Miscellaneous Supplies 14,917 43 808 144 15,912 26,955 11,043 59%
Emergency Supplies 3,199 374 660 291 4,522 5,000 478 90%
Household Supplies 1,858 218 347 277 2,699 3,329 630 81%
TOTAL SUPPLIES (6e)58,332 15,490 58,642 15,416 147,880 294,639 146,759 50%
f. CONTRACTUAL (Object Class 6f)- - - -
1. Adm Svcs (e.g., Legal, Accounting, Temporary Contracts)9,348 3,545 3,516 9,717 26,125 62,182 36,057 42%
2. Health/Disabilities Services - - - - - - -
Estimated Medical Revenue from Medi-Cal (Org 1432 - credit)- - - - - (254,816) (254,816) 0%
Health Consultant 11,250 2,066 5,510 3,243 22,070 44,800 22,730 49%
5. Training & Technical Assistance - PA11 - -
Interaction - - 3,600 - 3,600 3,500 (100) 103%
Diane Godard ($50,000/2)- - - 6,900 6,900 5,700 (1,200) 121%
Josephine Lee ($35,000/2)2,295 495 1,800 3,105 7,695 7,700 5 100%
7. Delegate Agency Costs - -
First Baptist Church Head Start PA22 172,432 165,851 337,714 162,026 838,024 2,044,356 1,206,332 41%
First Baptist Church Head Start PA20 - - - - - 8,000 8,000 0%
8. Other Contracts - -
FB-Fairgrounds Partnership (Wrap)12,185 - 13,453 6,413 32,052 74,823 42,771 43%
FB-Fairgrounds Partnership 30,600 - 30,600 15,300 76,500 183,600 107,100 42%
FB-E. Leland/Mercy Housing Partnership 9,000 4,500 4,500 4,500 22,500 54,000 31,500 42%
Martinez ECC (18 HS slots x $225/mo x 12/mo)18,000 9,000 9,000 9,000 45,000 108,000 63,000 42%
Little Angels Country School 4,749 3,436 3,207 3,008 14,400 37,565 23,165 38%
YMCA of the East Bay (20 HS slots x $225/mo x 12/mo) 9,000 - 9,000 - 18,000 54,000 36,000 33%
Child Outcome Planning and Administration (COPA/Nulinx)2,403 3,601 - - 6,004 19,625 13,621 31%
Enhancement/wrap-around HS slots with State CD Program 6,291 865,263 4,945 14,336 890,835 4,013,951 3,123,116 22%
f. CONTRACTUAL (Object Class 6f)287,554 1,057,757 426,845 237,548 2,009,704 6,466,986 4,457,282 31%
h. OTHER (Object Class 6h)-
2. Bldg Occupancy Costs/Rents & Leases 55,233 17,001 29,532 26,892 128,658 312,000 183,342 41%
(Rents & Leases/Other Income)- - - - - - -
4. Utilities, Telephone 61,566 27,604 20,062 9,439 118,671 261,670 142,999 45%
5. Building and Child Liability Insurance 3,155 - - - 3,155 3,300 146 96%
6. Bldg. Maintenance/Repair and Other Occupancy 3,550 904 2,583 1,056 8,093 30,000 21,907 27%
7. Incidental Alterations/Renovations - - - - - - -
8. Local Travel (55.5 cents per mile effective 1/1/2012)4,343 4,844 3,876 2,541 15,604 43,410 27,806 36%
9. Nutrition Services - -
Child Nutrition Costs 84,966 42,418 44,765 56,524 228,674 493,500 264,826 46%
(CCFP & USDA Reimbursements)(28,676) - - (92,006) (120,682) (281,660) (160,978) 43%
13. Parent Services - -
Parent Conference Registration - PA11 - - - - - 4,400 4,400 0%
Parent Resources (Parenting Books, Videos, etc.) - PA11 498 - - 216 714 3,100 2,386 23%
PC Orientation, Trainings, Materials & Translation - PA11 1,692 173 433 37 2,336 7,000 4,664 33%
Policy Council Activities - - - - - 2,900 2,900 0%
Parent Activities (Sites, PC, BOS luncheon) & Appreciation - - - - - 7,100 7,100 0%
Child Care/Mileage Reimbursement 2,702 - 835 1,203 4,739 11,500 6,761 41%
14. Accounting & Legal Services - - - - - - -
Audit - - - - - - -
Legal (County Counsel)- - - - - - -
Auditor Controllers 1,256 1,495 - - 2,751 3,600 849 76%
Data Processing/Other Services & Supplies 3,378 1,688 1,690 1,690 8,446 27,500 19,054 31%
15. Publications/Advertising/Printing - - - - - - -
Outreach/Printing - - - - - 600 600 0%
Recruitment Advertising (Newspaper, Brochures)1,998 - - - 1,998 3,100 1,102 64%
16. Training or Staff Development - -
Agency Memberships (WIPFLI, Meeting Fees, NHSA, NAEYC, etc.)1,225 2,416 1,290 (3,886) 1,045 13,500 12,455 8%
Staff Trainings/Dev. Conf. Registrations/Memberships - PA11 2,411 1,118 260 1,600 5,389 20,798 15,409 26%
17. Other - - - - - - -
Site Security Guards 5,133 4,334 3,692 4,379 17,538 44,900 27,362 39%
Dental/Medical Services - - - - - 500 500 0%
Vehicle Operating/Maintenance & Repair 27,821 5,268 7,365 4,536 44,990 117,000 72,010 38%
Equipment Maintenance Repair & Rental 9,576 9,031 18,946 37,689 75,242 127,000 51,758 59%
Dept. of Health and Human Services-data Base (CORD)3,357 - 839 1,679 5,875 11,200 5,325 52%
Other Operating Expenses (Facs Admin/Other admin)13,055 4,945 7,569 906 26,476 303,790 277,314 9%
Other Departmental Expenses - - - - - - -
h. OTHER (6h)258,239 123,239 143,738 54,493 579,709 1,571,708 991,999 37%
I. TOTAL DIRECT CHARGES (6a-6h)2,167,502 1,749,849 1,169,475 715,701 5,802,527 14,887,755 9,085,228 39%
j. INDIRECT COSTS 154,260 81,988 68,967 124,610 429,825 801,975 372,150 54%
k. TOTALS (ALL BUDGET CATEGORIES)2,321,762 1,831,837 1,238,443 840,311 6,232,352 15,689,730 9,457,378 40%
Donación de mercancías y servicios (In- Kind)180,831 168,325 100,000 225,000 674,156 3,922,433 3,248,277 17%
CONTRA COSTA COUNTY
COMMUNITY SERVICES BUREAU
2016 HEAD START PROGRAM
June 2016 Expenditures
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 866
1 2 3 4 5
DESCRIPTION Total Remaining %
YTD Actual Budget Budget YTD
a. PERSONNEL 213,126$ 551,705$ 338,579$ 39%
b. FRINGE BENEFITS 130,154 377,472 247,318 34%
c. TRAVEL - - - 0%
d. EQUIPMENT - - - 0%
e. SUPPLIES 21,984 25,000 3,016 88%
f. CONTRACTUAL 1,461,829 2,280,836 819,007 64%
g. CONSTRUCTION - - - 0%
h. OTHER 18,619 94,618 75,999 20%
I. TOTAL DIRECT CHARGES 1,845,712$ 3,329,631$ 1,483,919$ 55%
j. INDIRECT COSTS 53,863 114,203 60,340 47%
k. TOTAL-ALL BUDGET CATEGORIES 1,899,575$ 3,443,834$ 1,544,259$ 55%
In-Kind (Non-Federal Share)172,565$ 860,958$ 688,393$ 20%
CONTRA COSTA COUNTY
COMMUNITY SERVICES BUREAU
2016 EARLY HEAD START PROGRAM
June 2016 Expenditures
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 867
1 2 3 4 5 6 7 8 9
Jan-16
thru Actual Actual Actual Total YTD Total Remaining %
Mar-16 Apr-16 May-16 Jun-16 Actual Budget Budget YTD
Expenditures
a. Salaries & Wages (Object Class 6a)
Permanent 1011 98,938 24,914 33,355 31,193 188,400 466,356 277,956 40%
Temporary 1013 15,135 3,402 3,182 3,007 24,727 85,349 60,623 29%
a. PERSONNEL (Object class 6a)114,072 28,316 36,537 34,200 213,126 551,705 338,579 39%
b. FRINGE BENEFITS (Object Class 6b)- - - -
Fringe Benefits 67,224 17,826 23,225 21,879 130,154 377,472 247,318 34%
b. FRINGE (Object Class 6b)67,224 17,826 23,225 21,879 130,154 377,472 247,318 34%
e. SUPPLIES (Object Class 6e)-
1. Office Supplies 209 281 150 - 639 2,600 1,961 25%
2. Child and Family Serv. Supplies/classroom Supplies 1 2,372 22 58 2,454 2,700 246 91%
4. Other Supplies - - - - - -
Transition Supplies - - - - - - -
Computer Supplies, Software Upgrades, Comp Replacemnt 4,198 25 8,784 3,213 16,220 16,200 (20) 100%
Health/Safety Supplies 2,226 - - - 2,226 2,600 374 86%
Mental helath/Diasabilities Supplies - - - - - - -
Miscellaneous Supplies - 4 - 243 247 600 353 41%
Emergency Supplies - - - - - - -
Employee Morale - - - - - - -
Household Supplies 62 36 53 46 196 300 104 65%
e. SUPPLIES (Object Class 6e)6,697 2,717 9,009 3,561 21,984 25,000 3,016 88%
f. CONTRACTUAL (Object Class 6f)-
1. Adm Svcs ( Legal, Accounting, Temporary Contracts)- - - - - 10,100 10,100 0%
2. Health/Disabilities Services - - - - - -
Health Consultant 4,822 886 2,362 1,390 9,459 19,200 9,741 49%
Other Health/Dental Services Costs - - - - - - -
5. Training & Technical Assistance - PA11 -
Interaction - - 3,600 - 3,600 1,500 (2,100) 240%
Josephine Lee ($35,000/2)2,295 495 900 3,105 6,795 16,300 9,505 42%
Susan Cooke ($60,000/2)- - - - - - -
8. Other Contracts -
FB-Fairgrounds Partnership 9,800 - 9,800 4,900 24,500 58,800 34,300 42%
FB-E. Leland/Mercy Housing Partnership 11,200 5,600 5,600 11,200 33,600 67,200 33,600 50%
Apiranet 46,800 23,600 23,600 23,600 117,600 283,200 165,600 42%
Brighter Beginnings 8,000 - 16,000 16,000 40,000 96,000 56,000 42%
Cameron School 8,400 - 7,000 2,100 17,500 50,400 32,900 35%
Crossroads - 42,000 7,000 7,000 56,000 85,400 29,400 66%
Martinez ECC 11,200 5,600 5,600 20,200 42,600 67,200 24,600 63%
Child Outcome Planning & Admini. (COPA/Nulinx)405 608 - - 1,014 3,000 1,986 34%
Enhancement/wrap-around HS slots with State CD Prog.343,312 202,466 184,860 378,523 1,109,162 1,522,536 413,374 73%
f. CONTRACTUAL (Object Class 6f)446,234 281,255 266,322 468,018 1,461,829 2,280,836 819,007 64%
h. OTHER (Object Class 6h)
2. Bldg Occupancy Costs/Rents & Leases 493 82 (8) 191 759 3,800 3,041 20%
(Rents & Leases/Other Income)- - - (1) (1) - 1
4. Utilities, Telephone 512 1,622 173 212 2,519 2,300 (219) 110%
5. Building and Child Liability Insurance - - - - - - -
6. Bldg. Maintenance/Repair and Other Occupancy 25 - 109 - 135 1,700 1,566 8%
8. Local Travel (55.5 cents per mile)630 676 999 145 2,450 7,000 4,550 35%
9. Nutrition Services - - - -
(CCFP & USDA Reimbursements)- - (7) - (7) - 7
13. Parent Services -
Parent Conference Registration - PA11 - - - - - 600 600 0%
Parent Resources (Parenting Books, Videos, etc.) - PA11 - - - - - - -
PC Orientation, Trainings, Materials & Translation - PA11 386 - - 1 387 5,238 4,851 7%
Policy Council Activities - - - - - 3,000 3,000 0%
Parent Activities (Sites, PC, BOS luncheon) & Appreciation - - - - - 3,200 3,200 0%
Child Care/Mileage Reimbursement 334 - 161 148 643 1,900 1,257 34%
14. Accounting & Legal Services -
Data Processing/Other Services & Supplies 570 285 285 285 1,426 3,000 1,574 48%
15. Publications/Advertising/Printing -
Recruitment Advertising (Newspaper, Brochures)- - - - - - -
16. Training or Staff Development -
Agency Memberships (WIPFLI, Meeting Fees, NHSA, NAEYC)1,442 - 193 61 1,696 9,000 7,304 19%
Staff Trainings/Dev. Conf. Registrations/Memberships - PA11 165 382 (88) 2,262 2,721 31,106 28,385 9%
17. Other -
Site Security Guards - - - - - 2,000 2,000 0%
Vehicle Operating/Maintenance & Repair 1,202 1,521 919 579 4,222 9,600 5,378 44%
Equipment Maintenance Repair & Rental 38 21 92 76 227 2,800 2,573 8%
Dept. of Health and Human Services-data Base (CORD)- - - - - - -
Other Operating Expenses (Facs Admin/Other admin)765 240 - 249 1,253 8,174 6,921 15%
Other Departmental Expenses - - 189 - 189 200 11
h. OTHER (6h)6,562 4,829 3,018 4,209 18,619 94,618 75,999 20%
I. TOTAL DIRECT CHARGES (6a-6h)640,789 334,943 338,111 531,868 1,845,712 3,329,631 1,483,919 55%
j. INDIRECT COSTS 22,297 9,542 6,565 15,458 53,863 114,203 60,340 47%
k. TOTALS - ALL BUDGET CATEGORIES 663,087 344,485 344,676 547,327 1,899,575 3,443,834 1,544,259 55%
CONTRA COSTA COUNTY
COMMUNITY SERVICES BUREAU
2016 EARLY HEAD START PROGRAM
June 2016 Expenditures
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 868
1 2 3 4 5 6 7 8 9
Jan-16
thru Actual Actual Actual Total YTD Total Remaining %
Mar-16 Apr-16 May-16 Jun-16 Actual Budget Budget YTD
CONTRA COSTA COUNTY
COMMUNITY SERVICES BUREAU
2016 EARLY HEAD START PROGRAM
June 2016 Expenditures
Non-Federal Match (In-Kind)36,000 25,000 26,565 85,000 172,565 860,958 688,393 20%
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 869
1 2 3 4 5
DESCRIPTION Total Remaining %
YTD Actual Budget Budget YTD
a. PERSONNEL 508,008$ 448,393$ (59,615)$ 113%
b. FRINGE BENEFITS 306,781 328,828 22,047 93%
c. TRAVEL - - - 0%
d. EQUIPMENT - - - 0%
e. SUPPLIES 50,842 74,700 23,858 68%
f. CONTRACTUAL 821,137 1,292,174 471,037 64%
g. CONSTRUCTION - 0%
h. OTHER 286,389 269,356 (17,033) 106%
I. TOTAL DIRECT CHARGES 1,973,156$ 2,413,451$ 440,295$ 82%
j. INDIRECT COSTS 141,585 86,270 (55,315) 164%
k. TOTAL-ALL BUDGET CATEGORIES 2,114,741$ 2,499,721$ 384,980$ 85%
In-Kind (Non-Federal Share)163,000$ 457,836$ 294,836$ 36%
CONTRA COSTA COUNTY
COMMUNITY SERVICES BUREAU
Jan 2015 - June 2016 EARLY HEAD START- CC PARTNERSHIP
June 2016 Expenditures
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 870
1 2 3 4 5 6 7 8 9
Jan-16
thru Actual Actual Actual Total YTD Total Remaining %
Mar-16 Apr-16 May-16 Jun-16 Actual Budget Budget YTD
Expenditures
a. Salaries & Wages (Object Class 6a)
Permanent 1011 192,201 63,936 (95,333) 40,349 461,224 403,393 (57,831) 114%
Temporary 1013 11,173 4,852 4,475 2,713 46,784 45,000 (1,784) 104%
a. PERSONNEL (Object class 6a)203,374 68,788 (90,858) 43,062 508,008 448,393 (59,615) 113%
b. FRINGE BENEFITS (Object Class 6b)- - - - - - -
Fringe Benefits 129,752 43,625 (59,294) 25,797 306,781 328,828 22,047 93%
b. FRINGE (Object Class 6b)129,752 43,625 (59,294) 25,797 306,781 328,828 22,047 93%
e. SUPPLIES (Object Class 6e)
1. Office Supplies 5,189 1,029 569 1,547 9,176 8,300 (876) 111%
2. Child and Family Serv. Supplies/classroom Supplies1,633 693 32 816 3,174 3,300 126 96%
4. Other Supplies - - - - - - -
Computer Supplies, Software Upgrades, Comp Replacemnt3,827 251 - - 4,995 5,100 105 98%
Health/Safety Supplies 1,008 - 29,473 - 31,253 54,800 23,547 0%
Miscellaneous Supplies 14 - 1,188 9 2,084 2,200 116 95%
Household Supplies 41 - 24 21 160 1,000 840 0%
e. SUPPLIES (Object Class 6e)11,712 1,973 31,285 2,393 50,842 74,700 23,858 68%
f. CONTRACTUAL (Object Class 6f)
1. Adm Svcs (e.g., Legal, Accounting, Temporary Contracts)- - - - 425 10,000 9,575 4%
2. Health/Disabilities Services - - - - - - -
Health Consultant - - - - - 4,800 4,800 0%
Health and Safety Improvements - - - 3,446 3,446 178,160 174,714 2%
Supplies, Materials and Furniture - - 31,494 185,885 217,379 369,900 152,521 59%
Professional Development - - 69,420 36,145 105,565 120,317 14,752 88%
8. Other Contracts - - - - - - -
Contra Costa Child Care Council 209,900 37,032 102,312 - 402,461 497,497 95,036 81%
First Baptist (20 slots x $450)37,034 9,000 9,000 9,000 91,034 109,500 18,466 83%
Child Outcome Planning and Administration (COPA/Nulinx)184 275 - - 827 2,000 1,173 41%
Enhancement/wrap-around HS slots with State CD Prog.- - - - - - -
f. CONTRACTUAL (Object Class 6f)247,118 46,307 212,227 234,476 821,137 1,292,174 471,037 64%
h. OTHER (Object Class 6h)
1. Depreciation/Use Allowance - - - - - - -
2. Bldg Occupancy Costs/Rents & Leases 455 (143) 55 164 954 1,000 46 95%
4. Utilities, Telephone 336 794 105 852 3,050 3,752 702 81%
5. Building and Child Liability Insurance - - - - 222 300 78 74%
6. Bldg. Maintenance/Repair and Other Occupancy 185 1,525 2,104 4,855 8,669 9,000 331 96%
7. Incidental Alterations/Renovations - - - - - - -
8. Local Travel (54 cents per mile)35 1,796 1,006 214 3,826 4,000 174 96%
14. Accounting & Legal Services - - - - - - -
Audit - - - - - 600 600 0%
Legal (County Counsel)- - - - - - -
Auditor Controllers - - - - - 400 400 0%
Data Processing/Other Services & Supplies 387 129 129 129 1,292 1,000 (292) 129%
15. Publications/Advertising/Printing - - - - - - -
Recruitment Advertising (Newspaper, Brochures)- - - - - - -
16. Training or Staff Development - - - - - - -
Staff Trainings/Dev. Conf. Registrations/Memberships - PA1145,053 - 159,074 128 211,788 197,604 (14,184) 107%
17. Other - - - - - - -
Vehicle Operating/Maintenance & Repair - - - - - - -
Equipment Maintenance Repair & Rental 4,126 114 499 467 6,142 6,100 (42) 101%
Other Operating Expenses (Facs Admin/Other admin)1,741 483 477 480 9,856 10,200 344 97%
County Indirect Cost (A-87)0 0 33,027 4,945 40,590 35,400 (5,190) 115%
h. OTHER (6h)(69,182) 4,699 196,475 12,234 286,389 269,356 (17,033) 106%
I. TOTAL DIRECT CHARGES (6a-6h)522,775 165,392 289,836 317,961 1,973,156 2,413,451 440,295 82%
j. INDIRECT COSTS 52,066 19,230 (16,434) 24,848 141,585 86,270 (55,315) 164%
k. TOTALS - ALL BUDGET CATEGORIES 574,841 184,623 273,402 342,810 2,114,741 2,499,721 384,980 85%
Non-federal Match In-Kind 44,000 4,000 30,000 50,000 163,000 457,836 294,836 36%
CONTRA COSTA COUNTY
COMMUNITY SERVICES BUREAU
Jan 2015 - June 2016 EARLY HEAD START- CC PARTNERSHIP
June 2016 Expenditures
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 871
2016
Month covered June
Approved sites operated this month 12
Number of days meals served this month 22
Average daily participation 527
Child Care Center Meals Served:
Breakfast 9,508
Lunch 11,587
Supplements 9,485
Total Number of Meals Served 30,580
fldr/fn:2016 CAO Monthly Reports
FY 2015-2016
EMPLOYMENT & HUMAN SERVICES DEPARTMENT
COMMUNITY SERVICES BUREAU
CHILD NUTRITION FOOD SERVICES
CHILD and ADULT CARE FOOD PROGRAM MEALS SERVED
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 872
A - 4Authorized Users
C. Rand, Bureau Dir xxxx8798
Month: June 2016 K. Mason, Div Mgr xxxx2364
C. Reich, Div Mgr xxxx4959
Credit Card: Visa/U.S. Bank C. Johnson, AD xxxx0220
J. Rowley, AD xxxx2391
P. Arrington, AD xxxx3838
R. Radeva, PSA III xxxx1899
S. Kim, Interim Div Mgr xxxx1907
CSB Corporate xxxx5045
I. Renggenathen xxxx2423
Acct. code Stat. Date Card Account # Amount Program Purpose/Description
2200 06/22/16 xxxx1907 199.00 Child Care Svs Program Membership
2200 06/22/16 xxxx1899 350.00 Indirect Admin Costs Membership
2200 06/22/16 xxxx2391 150.00 HS Basic Grant Membership
699.00
2303 06/22/16 xxxx4959 321.96 Com Svc Block Grant Other Travel Employees
321.96
2467 06/22/16 xxxx4959 2,189.08 EHS-CC Partnership Training & Registration
2467 06/22/16 xxxx4959 1,190.00 Com Svc Block Grant Training & Registration
2467 06/22/16 xxxx1907 75.00 HS Basic Grant Training & Registration
2467 06/22/16 xxxx2391 220.00 Child Dev Admin Training & Registration
3,674.08
2477 06/22/16 xxxx8798 3.80 HS Basic Grant Educational Supplies
2477 06/22/16 xxxx8798 3.80 EHS Basis Grant Educational Supplies
2477 06/22/16 xxxx2391 541.83 EHS Basis Grant Educational Supplies
2477 06/22/16 xxxx2391 541.83 HS Basic Grant Educational Supplies
1,091.26
2490 06/22/16 xxxx4959 223.95 EHS Basis Grant Misc Services/Supplies
2490 06/22/16 xxxx1907 672.02 Child Care Svs Program Misc Services/Supplies
2490 06/22/16 xxxx1907 (67.48) Indirect Admin Costs Misc Services/Supplies
2490 06/22/16 xxxx1899 295.00 Indirect Admin Costs Misc Services/Supplies
2490 06/22/16 xxxx2391 10.72 CCTR/EHS Enhanced Program Misc Services/Supplies
1,134.21
Total 6,920.51
Agency: Community Services Bureau
COMMUNITY SERVICES BUREAU
SUMMARY CREDIT CARD EXPENDITURE
C:\DOCUME~1\DESTIN~1\LOCALS~1\Temp\BCL Technologies\easyPDF 7\@BCL@5011A02A\@BCL@5011A02A.xlsxAugust 16, 2016 Contra Costa County Board of Supervisors Official Minutes 873
CAO Monthly Report
CSBG and Weatherization Programs
Year-to-Date Expenditures
As of June 30, 2016
1. 2015 LIHEAP WX
Contract # 15B-3005
Term: Jan. 1, 2015 - Sept. 30, 2016
Amount: WX $ 1,204,143
Total Contract 1,204,143$
Expenditures (1,128,876)
Balance 75,267$
Expended 94%
2. 2015 LIHEAP ECIP/EHA 16
Contract # 15B-3005
Term: Jan. 1, 2015 - Sept. 30, 2016
Amount: EHA 16 $ 1,018,161
Total Contract 1,018,161$
Expenditures (1,018,096)
Balance 65$
Expended 100%
3. 2016 LIHEAP WX
Contract # 16B-4005
Term: Jan. 1, 2016 - Jan. 31, 2017
Amount: WX $ 903,178
Total Contract 903,178$
Expenditures (52,881)
Balance 850,297$
Expended 6%
4. 2016 LIHEAP ECIP/EHA 16
Contract # 16B-4005
Term: Jan. 1, 2016 - Jan. 31, 2017
Amount: EHA 16 $ 854,976
Total Contract 854,976$
Expenditures (310,176)
Balance 544,800$
Expended 36%
5. 2015 LIWP (LOW INCOME WX)
Contract # 15K-6003
Term: Jan 1, 2015 - Dec 31, 2016
Amount: $ 287,657
Total Contract 287,657$
Expenditures (224,900)
Balance 62,757$
Expended 78%
6. 2016 COMMUNITY SERVICES BLOCK GRANT (CSBG)
Contract # 16F-5007
Term: Jan. 1, 2016 - December 31, 2016
Amount: $ 797,709
Total Contract 797,709$
Expenditures (218,267)
Balance 579,442$
Expended 27%
fldr/fn:CAO Monthly Reports/WX YTD Exp-CAO Mo Rprt 6-2016August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 874
JuLY 2016 – COMMUNITY SERVICES BUREAU PRESCHOOL MENU
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY
ALL BREAKFAST & LUNCH SERVED WITH
1% LOW-FAT MILK
*Indicates vegetable included in main dish
WATER IS OFFERED THROUGHOUT THE DAY
1
BREAKFAST
FRESH BANANA
CORNFLAKE CEREAL
LUNCH – NUTRITION EXPERIENCE
TURKEY HAM & SWISS CHEESE
MAYO & MUSTARD DRESSING
GREEN LEAF LETTUCE & TOMATO
FRESH CANTALOUPE SLICE
WHOLE WHEAT BREAD
PM SNACK
WHOLE GRAIN FISH CRACKERS
1% LOW-FAT MILK
4
5
BREAKFAST
FRESH ORANGE
BRAN CEREAL
LUNCH - NUTRITION EXPERIENCE
SUNBUTTER & JELLY SANDWICH
STRING CHEESE
BABY CARROTS (no ranch dressing)
FRESH APPLE
WHOLE WHEAT BREAD
PM SNACK
GRAHAM CRACKERS
1% LOW-FAT MILK
6
BREAKFAST
FRESH STRAWBERRIES
CORN CHEX CEREAL
LUNCH - NUTRITION EXPERIENCE
BAJA BEAN WRAP (refried beans & chunky salsa)
SHREDDED CHEESE
JICMA STICKS WITH CHILI
FRESH KIWI
WHOLE WHEAT TORTILLA
PM SNACK – NUTRITION EXPERIENCE
ANTS ON THE LOG
(sunbutter, celery sticks & raisins)
1% LOW-FAT MILK
7
BREAKFAST – NUTRITION EXPERIENCE
FRESH APPLE
WHOLE WHEAT BAGEL & SUNBUTTER
LUNCH – NUTRITION EXPERIENCE
SLOPPY JOE (ground beef & ground turkey)
SPINACH SALAD
SWEET & SOUR DRESSING
FRESH PEACH
WHOLE WHEAT HAMBURGER BUN
PM SNACK
MOZZARELLA CHEESE STICK
WHEAT CRACKERS
8
BREAKFAST
FRESH BANANA
CHEERIOS
LUNCH - NUTRITION EXPERIENCE
DEVILED EGG
MAYO & MUSTARD DRESSING
CELERY STICKS
FRESH STRAWBERRIES
WHOLE WHEAT BREAD
PM SNACK
FRESH BROCCOLI & CAULIFLOWER FLORETS
VEGETABLE DRESSING
WHEAT THIN CRACKERS
11
BREAKFAST
FRESH APPLE
RICE CHEX CEREAL
LUNCH – NUTRITION EXPERIENCE
*VEGETABLE CHILI BURRITO
(kidney beans, yogurt, tomatoes, cheese, &
bulgur wheat)
FRESH KIWI
WHOLE WHEAT TORTILLA
PM SNACK –NUTRITION EXPERIENCE
WHOLE WHEAT FISH BREAD
SUNBUTTER
12
BREAKFAST
FRESH STRAWBERRIES
KIX CEREAL
LUNCH - NUTRITION EXPERIENCE
BBQ CHICKEN SANDWICH
COLESLAW
FRESH PEACH
HAMBURGER BUN
PM SNACK
PINEAPPLE TIDBITS
COTTAGE CHEESE
13
BREAKFAST
FRESH ORANGE
WHOLE WHEAT CINNAMON TOAST
LUNCH
MAC & CHEESE WITH WHOLE WHEAT PASTA &
TURKEY HAM
BROCCOLI SALAD
FRESH APPLE
PM SNACK
FRESH ZUCCHINI & CARROT STICKS
LOW-FAT RANCH DRESSING
WHEAT THINS
14
BREAKFAST
FRESH BANANA
CHERRIOS
LUNCH
*GROUND BEEF & SPANISH RICE
(ground beef, ground turkey, green bell peppers,
tomatoes, & tomato paste)
FRESH CANTALOUPE
PM SNACK – NUTRITION EXPERIENCE
RAINBOW PARFAIT
FRESH STRAWBERRIES & BLUEBERRIES
LOW-FAT YOGURT
HOMEMADE GRANOLA
15
BREAKFAST – NUTRITION EXPERIENCE
MANGO CHUNKS
WHOLE WHEAT BAGEL
GARDEN VEGETABLE CREAM CHEESE
LUNCH - NUTRITION EXPERIENCE
CHICKEN SALAD SANDWICH
BABY CARROTS (no dressing)
FRESH HONEY DEW MELON
WHOLE WHEAT PITA BREAD
PM SNACK
FRESH APPLE SLICES
SUNBUTTER
18
BREAKFAST
FRESH ORANGE
BRAN CEREAL
LUNCH
TOASTED CHEESE SANDWICH
VEGETARIAN BAKED BEANS
FRESH NECTARINE
WHOLE WHEAT BREAD
AM SNACK
CINNAMON GRAHAM CRACKERS
1% LOW-FAT MILK
19
BREAKFAST
FRESH APPLE
CORN CHEX CEREAL
LUNCH
*BEEFY, TOMATO & CORN BAKE WITH
WHOLE WHEAT PENNE PASTA
FRESH KIWI
PM SNACK – NUTRITION EXPERIENCE
HUMMUS VEGGIE ROLL
(shredded carrots & spinach)
WHOLE GRAIN TORTILLA
1% LOW-FAT MILK
20
BREAKFAST - NUTRITION EXPERIENCE
PINEAPPLE CHUNKS
PLAIN BAGEL WITH LOW-FAT CREAM CHEESE
LUNCH
*GREEK CHICKEN SALAD
(diced chicken, cucumbers, tomatoes, onions, & olives)
WITH FETA CHEESE DRESSING
FRESH WATERMELON
WHOLE WHEAT PITA BREAD
PM SNACK
ANIMAL CRACKERS
1% LOW-FAT MILK
21
BREAKFAST – NUTRITION EXPERIENCE
FRESH BANANA
WHOLE WHEAT ENGLISH MUFFIN & SUNBUTTER
LUNCH
TURKEY ENCHILADA CASSEROLE WITH
CORN TORTILLA CHIPS
TOSSED LEAFY GREENS WITH ITALIAN DRESSING
FRESH APRICOT
PM SNACK
COWBOY QUNIOA
1% LOW-FAT MILK
22
BREAKFAST
FRESH ORANGE
WHOLE WHEAT CINNAMON BUN
LUNCH - NUTRITION EXPERIENCE
TUNA SALAD SANDWICH
CARROT & RAISIN SALAD
FRESH STRAWBERRIES
WHOLE WHEAT BREAD
PM SNACK
FRESH APPLE SLICES
CHEDDAR CHEESE
25
BREAKFAST
FRESH APPLE
RICE CHEX CEREAL
LUNCH
SPAGHETTI WITH MARINARA SAUCE &
SHREDDED PARMESAN CHEESE
CHEDDAR CHEESE STICK
ORGANIC SPRING SALAD MIX
FRESH PLUM
WHOLE WHEAT SPAGHETTI
PM SNACK
WHOLE GRAIN CHEESE CRACKERS
1% LOW-FAT MILK
26
BREAKFAST
FRESH ORANGE
BRAN CEREAL
LUNCH
*VIETNAMESE CHICKEN SALAD
(diced chicken, cabbage, carrots, & cilantro marinated
in lime juice)
FRESH NECTARINE
WHOLE WHEAT TORTILLA
PM SNACK
FRESH CANTALOUPE
LOW-FAT PLAIN YOGURT
27
BREAKFAST
FRESH BANANA
CINNAMON & RAISIN OATMEAL
LUNCH – NUTRITION EXPERIENCE
PIZZA BURGER
FRESH BROCCOLI FLORETS WITH VEGETABLE DRESSING
FRESH PEACH
WHOLE WHEAT HAMBURGER BUN
EARLY CLOSURE ALL SITES
NO PM SNACK WILL BE SERVED
28
BREAKFAST
APPLESAUCE
CINNAMON TOAST
LUNCH
*JAMMIN JAMBALYA
(diced chicken, tomatoes & okra)
FRESH KIWI
BROWN RICE
PM SNACK – NUTRITION EXPERIENCE
HOMEMADE PICO DE GALLO
CORN TORTILLA CHIPS
1% LOW-FAT MILK
29
BREAKFAST
FRESH STRAWBERRIES
RICE KRISPY CEREAL
LUNCH - NUTRITION EXPERIENCE
*KANGAROO POCKET
(sliced turkey, spinach leaves, shredded carrots, & cheese)
LOW-FAT RANCH DRESSING
FRESH WATERMELON
WHOLE WHEAT PITA BREAD
PM SNACK
GRAHAM CRACKERS
1% LOW-FAT MILK
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 875
RECOMMENDATION(S):
ACCEPT quarterly report of the Post Retirement Health Benefits Trust Agreement Advisory Body.
FISCAL IMPACT:
No specific fiscal impact. This is a quarterly report of the County's assets in the Public Agency Retirement Services
(PARS) Public Agencies Post-Retirement Health Care Plan Trust.
BACKGROUND:
On December 14, 2010, the Board of Supervisors directed the formation of a Post Retirement Health Benefits Trust
Agreement Advisory Body (consisting of the County Administrator, County Finance Director, Treasurer-Tax
Collector, Auditor-Controller, and Health Services Finance Director).
The Advisory Body meets quarterly. At its meeting of August 4, 2011, the body discussed and reviewed final report
formats with HighMark Capital Management and made recommendations regarding a final standardized quarterly
report. The attached report is in the standardized format.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V 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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Robert Campbell, County Auditor-Controller, Russell Watts, County Treasurer-Tax Collector, Patrick Godley, Chief Financial Officer/Health Services
C. 76
To:Board of Supervisors
From:David Twa, County Administrator
Date:August 16, 2016
Contra
Costa
County
Subject:Quarterly Report of the Post Retirement Health Benefits Trust Agreement Advisory Body
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 876
BACKGROUND: (CONT'D)
>
The following is the investment summary presented at the August 4, 2016 quarterly meeting for the period ending
June 30, 2016:
Investment Summary Second Quarter 2016
Beginning Value $182,068,089.10
Net Contributions/Withdrawals 10,056,628.58
Fees Deducted -44,172.19
Income Received 905,355.26
Market Appreciation 2,829,136.71
Net Change in Accrued Income 69,996.84
Ending Market Value $195,885,034.30
Additional Materials -
A Post Retirement Health Benefits Trust Agreement Advisory Body web-page can be found at the following
address:
http://ca-contracostacounty.civicplus.com/index.aspx?NID=2915. The page describes the function of the body,
posts quarterly meeting materials, and all pertinent trust and plan documents.
ATTACHMENTS
Second Quarter, 2016
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 877
PARS: County of Contra Costa
Second Quarter 2016
Presented by
Andrew Brown, CFA
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 878
This presentation has been prepared for the sole use of the intended recipient. While
the information contained herein has been obtained from sources believed to be
accurate and reliable, any other reproduction or use of this information may
necessitate further disclosures in order to ensure that the presentation is accurate,
balanced, and conforms to all applicable regulatory requirements.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 879
DISCUSSION HIGHLIGHTS
U.S. Economic and Market Overview
2016 has delivered heightened levels of volatility, and we have not even made it to the U.S. elections yet. In the first quarter of the year,
investors were greeted by the sell-off in equity markets in response to the Federal Reserve’s first rate hike in over 7 years. The S&P500 declined
roughly -12% from peak to trough, through the first six weeks of the year. Markets rallied in mid-February, upon signals provided by the Federal
Reserve Chair Janet Yellen that interest rates are not likely to be increased by more than one or two hikes throughout the calendar year.
Domestic equity markets continued their upward trajectory throughout the remainder of the second quarter, until British voters elected to secede
from the European Union on June 24th. Technically, the vote was non-binding, but the so-called “Brexit” from the EU is widely expected to
become a reality. In the immediate aftermath, the swirling uncertainty caused the British Pound to fall to a 30-year low versus the U.S. Dollar,
global stock markets to sell off, U.S. Treasury and gold prices to soar as a ‘safe haven trade’, and Prime Minister David Cameron to announce
his resignation. The timetable for Britain’s exit could potentially last several years, and it is reasonable to expect the EU to take a punitive stance
to discourage similar “exit” movements in other countries. Conversely, the UK will likely aim for minimal economic disruption by seeking to retain
as many trade benefits as possible, while shedding the financial and political costs of EU membership. To prevent post-Brexit uncertainty from
becoming an overwhelming headwind to financial markets, global central banks will most likely continue accommodative monetary policies.
However, after years of pushing policy tools to the max in a protracted effort to avoid deflation, many question whether enough global monetary
ammunition remains to counter the new concerns Brexit raises.
In the wake of the first quarter’s adjusted annual GDP growth rate of 1.1%, most of the economic data releases in the second quarter were
supportive of a reasonable rebound in economic activity. Consumer confidence, as measured by the Conference Board, hit an eight-month high
of 98.0 in June. Oil continued its rally off lows set in January as supply side adjustments caused the West Texas Intermediate futures contract to
climb to $48.33 at quarter’s end. The U.S. manufacturing sector began to show some signs of improvement as the ISM manufacturing index hit a
16-month high of 53.2 in June. One area of concern was related to employment, where the 11,000 employment gain estimate in May was the
lowest reading since the third quarter of 2010. Countering this data point was the initial estimate reading from June where the jobs number
posted a gain of 287,000. The three-month average of 147,000 jobs gives light to an economy showing signs of modest growth, as the economy
nears full employment.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 880
Market overview/Performance Discussion
Total Plan
The County of Contra Costa OPEB Plan returned 1.96% net of investment fees, in the second quarter, which slightly lagged the County’s Plan
benchmark return target of 2.09%. Returns were supported by modest outperformance in fixed income, as well as our REIT investments.
Returns from international investments were also a positive for the Plan from a relative standpoint, supported by performance from emerging
market equities. Global equity and mid cap equity matched benchmark returns in the second quarter. Small cap and alternative investments
offered performance that was slightly below benchmark targets. The primary drag on performance for the quarter came from investments in
large cap equity. Large cap managers continue to struggle in 2016, thru the first six months of the year, 15% of the managers in the Russell
1000 Large Cap Growth universe have outperformed the benchmark. Within the Russell 1000 Value Universe, it is only modestly better at 24%.
Our investments in passive ETFs have mitigated some of the deviation to the benchmark in small cap and large cap equity over the past twelve
months.
Domestic Equity
U.S. equity indices posted positive gains across all market capitalization levels with the S&P 500 (+2.5%), Russell Mid Cap (+3.2%), and Russell
2000 (+3.8%) all up in the second quarter. Investors became more convinced that the Federal Reserve would likely be on hold until the fourth
quarter, at the earliest in terms of raising the Federal Funds rate. A potential delay for a Fed rate hike was supported by a weak May
employment report, a review of the minutes from the two FOMC meetings in the quarter, and a belief that the Fed may be influenced by the
potential impact of the Brexit fallout. As bond yields declined in the quarter, investors were drawn to higher yielding stocks, as an alternative
income source. Areas such as utilities (+6.8%), consumer staples (+4.7%), and telecommunications (+7.1%) were leading sectors in the quarter.
Investment flows have led these sectors to trade at rather full valuations, with the price to earnings ratio of consumer staples (24.0) and utilities
(22.7) as notable examples. Energy stocks also outperformed as oil recovered from the lows touched in the first quarter. The Energy sector
ended the quarter up +11.6% making it the top performing sector. Conversely, cyclical stocks have been under pressure most of the year.
Consumer discretionary (-0.9%), and technology (-2.8%) stocks lagged in the quarter. This divergence is apparent with the performance gap
between the Russell 1000 Value Index (+4.6%) and the Russell 1000 Growth Index (+.6%). This outperformance of value vs. growth is
somewhat surprising in that the largest sector within large cap value, financials (28% of the large cap value index), has had the largest decline
year to date (-1.8%). The Plan has been overweight value over growth since the third quarter of 2015.
• The Plan’s large cap segment returned 1.76% in the quarter, which underperformed the Russell 1000 Index return of 2.54%.
•The iShares Russell 1000 ETF returned 2.5% in the second quarter.
•The Columbia Contrarian Core Fund returned 1.65% in the quarter, which underperformed the benchmark. The Fund ranked in the
60th percentile of the Morningstar Large Cap Blend Universe.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 881
•The Harbor Capital Appreciation Fund returned -1.31% in the quarter, which underperformed the Russell 1000 Growth Index’s return of
0.61%. The Fund ranked in the 88th percentile of the Morningstar Large Cap Growth Universe.
•The T. Rowe Price Growth Stock Fund returned -0.65% in the quarter, which underperformed the Russell 1000 Growth Index. The
Fund ranked in the 77th percentile of the Morningstar Large Cap Growth Universe.
•The Dodge and Cox Stock Fund returned 1.70% in the quarter, which underperformed the Russell 1000 Value Index’s return of
4.60%. The Fund ranked in the 71st percentile of the Morningstar Large Cap Value Universe.
•The Loomis Sayles Value Fund posted a 3.17% return in the quarter, which also underperformed the Russell 1000 Value Index. The
Fund ranked in the 44th percentile of the Morningstar Large Cap Value Universe.
•The mid cap equity segment returned 3.24% in the quarter, which was in-line with the Russell Mid Cap Equity return of 3.18%.
•The iShares Russell Mid Cap ETF returned 3.12% in the second quarter.
•The small cap equity segment returned 3.45% in the quarter, which trailed the Russell 2000 Index return of 3.79%.
•The iShares Russell 2000 ETF returned 3.81% in the second quarter.
•The T. Rowe Price New Horizons Fund returned 5.18% in the quarter, and outperformed the Russell 2000 Growth Index return of
3.24%. The Fund ranked in the 22nd percentile of Morningstar’s Small Cap Growth Universe.
•The Columbia Small Cap Value Fund II returned 2.12% in the quarter, and underperformed the Russell 2000 Value Index’s return of
4.31%. The Fund ranked in the 52nd percentile of Morningstar’s Small Cap Value Universe.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 882
Real Estate
For the third quarter in a row, REIT equity was the top performing asset class, with the Wilshire REIT Index returning 5.6%. REIT equity returns
were aided by the decline in interest rates in the quarter, which prompted investors to seek higher yielding investment options. The 10-year
treasury yield has declined by over 80 basis points thru the first six months of this year. Earlier last year, it was announced that REITs were to
become the 11th GIC sector in the S&P 500. This event will take place in August, and as a result, index related funds will be in a position to add
to REIT investments. Analyst estimates put the dollar flow impact of this change anywhere from $10-$30 billion of additional investment flows to
REITs. Investment dollars have begun to move to the REIT sector in anticipation of this change.
REITs were led in the quarter by Data Centers (+20.6%), Industrial (+15.4%) and Triple Net (+13.3%). Data Centers have been aided by the
growth in the migration of “cloud related” service providers. Leasing demand has been strong as corporate data requirements continue to grow
and REIT oriented companies that run data centers are benefiting. The Industrial and Triple Net sectors were aided by low interest rates as well
as strong fundamentals from the underlying companies that comprise those industries. More cyclically oriented REITs such as lodging (-2.8%)
and apartments (-0.9%) struggled in the quarter. Previous reviews have highlighted the struggles within lodging as supply has grown, with
Airbnb adding capacity to the sector.
Th e Nuveen Real Estate Securities Fund returned 6.49% in the quarter, which underperformed the Wilshire REIT Index return of 5.60%.
The Fund placed in the 18th percentile of the Morningstar Real Estate Manager’s Universe.
Global/International Equity
International equity market performance thru the first five months of 2016 was impacted by the Chinese economy, the recovery in Europe, the
pace of interest rate normalization in the U.S, and the ensuing impact on the U.S dollar. An addition to this list came in June when the British
citizens voted to secede from the European Union (Brexit). Britain is the 5th largest economy in the world, and the second largest economy in the
EU. The anticipated exit from the EU accentuates uncertainties with respect to global trade, geopolitical tension, the future of the UK, and the
future of the EU itself. The EU is struggling to recover from a multi-year economic malaise, and this event will challenge a current environment
that is marked by high unemployment, slow growth, and low levels of consumer and business confidence.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 883
In the quarter across Europe, equity markets performed poorly, led by Italy which returned -10.4%. Italy’s Banks have come under pressure as
nonperforming loans are rising to dangerous levels, currently around 8% of total loans. Across other regions, Japan attempted to calm investors
by delaying their planned consumption tax rise till 2019. It may take more than delaying a tax increase to ignite the troubled economy.
Speculation continues to grow about the potential for more unconventional monetary policy measures out of the Japanese Central Bank.
Emerging Markets have finally started to contribute to global equity returns in 2016. While underperforming U.S. markets for the quarter, the
MSCI Emerging Market Index is outperforming for 2016 with a 6.5% return, in USD terms. Brazil and Russia were top performers returning 46.3%
and 20.4%, respectively. Both countries have been beneficiaries of higher oil prices that climbed by over 50% off the lows hit in the first quarter.
The price of oil will be a likely driver of these countries performance going forward. China was less of a concern to markets in the second quarter,
displayed by its 0.1% return. While that is not encouraging, the Chinese equity markets may have stabilized after a disappointing previous 12
months. Broadly speaking, emerging market nations have been showing tentative signs of improvements.
Global currencies displayed a wide range of outcomes in the quarter, and had corresponding impacts to dollar based investors. When measured
against the USD, the British Pound fell by more than -10% upon the first week of the Brexit vote, and ended down over -8% for the quarter. The
Euro fell by -2.5%, and the Yen appreciated by close to 10%. Emerging market currencies were more resilient, especially for those countries
linked to basic materials. The Brazilian Real was up 10.6% and the Russian Ruble appreciated 4.7%.
•The Plan’s international/global equity segment returned 0.32% in the quarter. This return outperformed the MSCI EAFE Index
-1.46%, and underperformed the MSCI ACWI Index return of 0.99%.
•The iShares MSCI EAFE Index ETF returned -1.4% in the quarter.
•The Nationwide Bailard International Equity Fund returned -2.0% in the quarter, which underperformed the MSCI EAFE Index. The
Fund ranked in the 75th percentile of the Morningstar Foreign Large Blend Universe.
•The Dodge & Cox International Stock Fund returned -1.2% in the quarter and outperformed the MSCI EAFE Index. The Fund ranked
in the 55th percentile of the Foreign Large Blend Universe as measured by Morningstar.
•The MFS International Fund returned 0.55% in the quarter and outperformed the MSCI EAFE Index. The Fund ranked in the 30th
percentile for foreign large cap growth managers as measured by Morningstar.
•The iShares MSCI ACWI Index ETF returned 1.08% in the quarter
•The American Funds New Perspective Fund recorded a 0.83% return in the second quarter, which underperformed the MSCI ACWI
Index and ranked in the 49th percentile within the Morningstar World Stock Universe
•The MFS Global Equity R5 Fund returned 0.67%, which underperformed the benchmark and ranked in the 54th percentile of the
Morningstar World Stock
•The Schroder Emerging Market Equity Fund returned 2.32% during the quarter and outperformed the MSCI Emerging Market
benchmark return of 0.66%. The Fund ranked in the 46th percentile of the Morningstar Emerging Market Universe.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 884
Fixed Income
The Barclays Capital U.S. Aggregate Bond Index returned 2.2% in the second quarter as investment-grade corporate bonds generated a 3.6%
gain, agency mortgage-backed securities advanced 1.1%, and U.S. Treasuries increased 1.6%. For the quarter, ten-year bond yields declined
30 basis points, while the 30-year yield fell 32 basis points, resulting in returns for these securities of 3.0% and 7.2% respectively. Investment
grade corporate bonds outperformed U.S. Treasury securities by 99 basis points, while high yield corporate securities gained 5.5% for the
quarter, outperforming equivalent duration Treasuries by 411 basis points. Among corporate bonds, the best performing industries this quarter
were Metals, Energy, Basic Industry and Media Entertainment. Index laggards included Diversified Manufacturing, Telecom, Retailers, Consumer
Non-cyclical, and Technology.
The recovery from the dramatic decline in risk assets that began in the first quarter continued during the second as commodity prices rallied
another 13%, while crude oil alone gained 26%. Treasury rates declined despite the recovery in commodity prices and risk assets as global
growth continued to disappoint. The combination of slow growth, low inflation, and the ever increasing levels of debt necessary to sustain even
this lower level of activity has led to more volatility as markets oscillate between the fear of recession, and the expectation of a return to faster
growth. The surprise decision by voters in the UK to leave the European Union caused another period of volatility as investors anticipated that
the resulting uncertainty would lead to slower growth, and perhaps even a recession, as individuals and businesses postpone a variety of
activities until the future becomes clearer. Although the decision could be interpreted as a retreat from further integration of global markets, and
therefore slower growth in the long term, markets have mostly recovered near term as it will take some time for the UK to extricate itself from the
EU after being a member for over forty years. And, of course, in the event of a further slowdown, additional central bank stimulus might be
forthcoming.
As the amount of global sovereign debt trading at negative yields continues to grow, so too does the demand for any asset with a positive yield.
Since yields in the U.S. are still positive across the curve foreign buyers have increased their purchases of U.S. securities, contributing to the
downward pressure on U.S. interest rates. Despite predictions at the beginning of the year that rates would trend higher, ten-year Treasury
yields declined 80 basis points in the six months ending June, and there doesn’t appear to be much upward pressure from here. After extreme
volatility during the first quarter, Investment-grade corporate bond spreads narrowed from +170 bp in March to +162 bp at the end of June,
remaining very close to the long term average. Although we reduced our corporate exposure by another 5% during the quarter, we remain
overweight high quality investment-grade bonds as they continue to offer a significant yield advantage over Treasuries. High yield corporate
bond spreads are slightly below their long term average, especially after adjusting for the energy sector. However, given the uncertain economic
outlook, particularly for the commodity sector, we don’t believe below average spreads are sufficient compensation for above average risk.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 885
•The Plan’s fixed income segment returned 2.53% in the quarter, which outperformed the Barclays Aggregate return of 2.21%.
•The separately managed fixed income portfolio returned 2.51% which exceeded the benchmark. The portfolio would have ranked
approximately in the 38th percentile of the Morningstar Intermediate Term Bond Universe.
•The PIMCO Total Return Bond Fund posted a 2.07% in the quarter, which placed it in the 72nd percentile of Morningstar’s
Intermediate-Term Bond Universe. The Fund underperformed the Index.
•The PIMCO High Yield Bond Fund returned 3.32% in the quarter, and underperformed the Merrill Lynch US High Yield BB-B
Constrained Index return of 4.61%. The Fund ranked in the 76th percentile of Morningstar’s High Yield Universe. We sold out of the
Fund on June 13, 2016.
•The Prudential Total Return Bond Fund was purchased on May 25, 2016. For the quarter, the managers returned 3.25%, which
ranked in the 4th percentile of the Morningstar Intermediate-Term Bond Universe
Alternative Investments
The Alternatives portion of the portfolio returned 0.83% in the second quarter, driven by positive performance from the AQR Managed Futures
Fund (+1.76%), and the Eaton Vance Global Macro Fund (+1.31%). The only Fund to generate a negative return in the quarter was the AQR
Market Neutral Fund (-1.7%). The argument for the inclusion of alternatives in the Plan is that these investments maintain a low correlation with
the core elements of traditional equity and fixed income investments that comprise the bulk of the Plan investments. The Eaton Vance Global
Macro Fund displayed these characteristics throughout the quarter with positive contributions coming from long credit exposure to Zambia and
Angola. As well, a short position in Saudi Arabia rate investments benefited from the country’s budget issues, caused by lower oil prices and
rising governmental borrowing. Other investments that aided returns included a long position in Russian bonds. The AQR Managed Futures
fund was the best performer of the alternatives allocation returning 1.76%. The fund performed favorably in the wake of the surprise decision to
leave the EU from the U.K. The fund gained over 5% in the last few days of the quarter, as it tends to perform well when market volatility
increases. Fixed income, currencies, and commodities were the leading sectors, while equity investments detracted in the quarter. Long
investments in U.S. 20-year and 30-year treasuries aided fund returns. The only detractor in the quarter was the AQR Market Neutral Fund which
was negatively impacted by positions in French equities, and a net short position in the energy sector.
•The alternative investment segment returned 0.83% in the second quarter, which slightly underperformed the Wilshire Liquid
Alternatives Index return of 1.03%.
•The Eaton Vance Global Macro Absolute Return Fund posted a 1.31% return, which placed in the 60th percentile of the Morningstar
Non-Traditional Bond Universe.
•The AQR Managed Futures Fund’s return of 1.76% ranked in the 31st percentile of Morningstar’s Managed Futures Fund Universe.
•The AQR Market Neutral Fund returned -1.71%, and ranked in the 69th percentile of the Morningstar Market Neutral Universe.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 886
Asset Allocation/Portfolio Transitions
We sold out of our high yield allocation in the quarter. This was motivated by profit taking in that the high yield sector has rapidly appreciated in
price as the price of oil has offered support to many energy sector related high yield issues.
We initiated an investment in a new fixed income manager, the Prudential Total Return Bond Fund. We sourced this investment with funds from
our internally managed core fixed income investment and the Pimco Total Return Bond Fund.
We sold out of our investment in the Dow Jones Euro Stoxx 50 ETF in May. We had concerns regarding the outcome of the British referendum
vote. The proceeds of this liquidation were reinvested into both emerging and developed international equity investments.
We moved to an overweight to REIT investments, increasing our allocation by +0.5%.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 887
Manager Watch List
Name of Fund Date on watch list Date exiting watch list Recommendation Rationale
MFS International Growth 4Q 2014 2Q 2016
Remove from list,
retain investment
in the Plan
Performance has improved over the last 3
quarters.
Pimco Total Return Bond Fund 4Q 2014 Review
We are monitoring both personnel turnover
and asset flows. Peer ranking for 3-year
period is moving towards sub-median. In the
quarter, we re-allocated some of the Pimco
investment dollars into the Prudential Total
Return Bond Fund
Pimco High Yield Bond Fund 4Q 2015 2Q 2016 Sold
We decided to exit our high yield allocation.
This decision was based on the asset class,
rather than the underlying manager.
Eaton Vance Global Macro
Absolute Return Fund 3Q 2015 Review
Investment returns are not exceeding
expectations of alternative category: Cash +
3 to 4% return
Dodge and Cox International
Stock Fund 2Q 2016 Review
Significant underperformance over the last 6
quarters has led to performance that has
lagged both the benchmark (97th percentile
over previous 12 months), and peer ranking
for 3-year period is below the median.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 888
3/31/2016 3/31/2016 6/30/2016 6/30/2016 Target
Asset Allocation Market Value % of Total Market Value % of Total Allocation
Large Cap Equities
Columbia Contrarian Core Z 5,928,854 3.3%6,200,751 3.2%--
iShares Russell 1000 ETF 10,417,443 5.7%10,897,070 5.6%--
Dodge & Cox Stock Fund 4,106,816 2.3%4,240,056 2.2%--
Loomis Sayles Value Fund 4,105,608 2.3%4,281,600 2.2%--
Harbor Capital Appreciation Instl 2,279,933 1.3%2,365,457 1.2%--
T. Rowe Price Growth Stock Fund 2,275,918 1.3%2,361,967 1.2%--
Total Large Cap Equities 29,114,573$ 16.0%30,346,900$ 15.5% 17.0%
Range Range 13-32%
Mid Cap Equities
iShares Russell Mid-Cap ETF 6,363,818 3.5%6,612,783 3.4%--
Total Mid Cap Equities 6,363,818$ 3.5%6,612,783$ 3.4%6.0%
Range Range 2-10%
Small Cap Equities
iShares Russell 2000 ETF 6,820,893 3.8%7,054,598 3.6% -
Columbia Small Cap Value Fund II 5,924,719 3.3%6,198,509 3.2% -
T. Rowe Price New Horizons Fund 2,753,725 1.5%2,895,666 1.5%--
Total Small Cap Equities 15,499,336$ 8.5%16,148,773$ 8.3%8.0%
Range Range 4-12%
International Equities
Nationwide Bailard Intl Equities I 4,986,827 2.7%5,060,956 2.6%--
iShares MSCI EAFE Index Fund 5,827,291 3.2%6,820,646 3.5%--
Dodge & Cox International Stock Fund 2,742,601 1.5%2,709,793 1.4%--
MFS International Growth Fund 2,740,572 1.5%2,755,682 1.4%--
Schroder Emerging Market Equity 1,849,554 1.0%2,999,151 1.5%--
SPDR EURO STOXX 50 ETF 1,790,200 1.0%------
Total International Equities 19,937,044$ 11.0%20,346,227$ 10.4%9.0%
Range Range 4-16%
Global Equities
MSCI iShares ACWI Index ETF 6,316,504 3.5%6,552,201 3.4%
American Funds New Perspective F2 2,735,898 1.5%2,831,922 1.4%
MFS Global Equity FD CL R5 #4818 2,738,816 1.5%2,818,603 1.4%
Total Global Equities 11,791,219$ 6.5%12,202,727$ 6.2%7.0%
Range Range 4-12%
Asset Allocation
Period Ending June 30, 2016
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 889
3/31/2016 3/31/2016 6/30/2016 6/30/2016 Target
Asset Allocation Market Value % of Total Market Value % of Total Allocation
Real Estate
Nuveen Real Estate Secs I Fund 7,245,638 4.0%8,852,548 4.5%--
Total Real Estate 7,245,638$ 4.0%8,852,548$ 4.5%4.0%
Range Range 0-8%
Fixed Income
Core Fixed Income Holdings 56,223,111 30.9%53,865,308 27.6%--
PIMCO Total Return Instl Fund 10,002,063 5.5%8,582,406 4.4%--
Prudential Total Return Bond Q ------8,459,784 4.3%--
PIMCO High Yield Instl 1,793,679 1.0%3,578 0.0%--
Total Fixed Income 68,018,852$ 37.4%70,911,076$ 36.3% 38.0%
Range Range 30-50%
Alternatives
AQR Managed Futures I 7,735,255 4.3%8,400,224 4.3%--
Eaton Vance Glbl Macro Abs Ret I 7,747,317 4.3%8,112,085 4.2%--
AQR Equity Market Neutral I 4,537,821 2.5%4,776,932 2.4%--
Total Alternatives 20,020,393$ 11.0%21,289,241$ 10.9% 10.0%
Range Range 5-20%
Cash
Money Market 3,735,303 2.1%8,759,419 4.5%--
Total Cash 3,735,303$ 2.1%8,759,419$ 4.5%1.0%
Range Range 0-5%
TOTAL 181,726,175$ 100.0% 195,469,693$ 100.0% 100.0%
Asset Allocation
Period Ending June 30, 2016
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 890
*Ending Market Value differs from total market value on the previous page due to differences in reporting methodology. The above ending market value is
reported as of trade date and includes accruals. The Asset Allocation total market value is reported as of settlement date.
Investment Summary Second Quarter 2016 Year to Date 2016
Beginning Value 182,068,089.10$ 175,078,576.28$
Net Contributions/Withdrawals 10,056,628.58 14,999,943.38
Fees Deducted -44,172.19 -87,554.20
Income Received 905,355.26 1,866,447.04
Market Appreciation 2,829,136.71 4,044,482.54
Net Change in Accrued Income 69,996.84 -16,860.74
Ending Market Value*195,885,034.30$ 195,885,034.30$
Investment Summary Second Quarter 2015 Year to Date 2015
Beginning Value 164,399,416.94$ 155,218,379.57$
Net Contributions/Withdrawals 10,237,432.37 15,083,965.69
Fees Deducted -43,812.57 -86,547.64
Income Received 543,074.66 1,161,650.83
Market Appreciation -2,146,385.17 1,674,156.75
Net Change in Accrued Income 262,116.07 200,237.10
Ending Market Value 173,251,842.30$ 173,251,842.30$
Investment Summary
Period Ending June 30, 2016
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 891
INVESTMENT STRATEGY
As of June 30, 2016
Tactical Asset Allocation
Asset Class % Portfolio Weighting Rationale
Target
Current
Portfolio
Over/Under
Weighting
Cash
1.0% 4.5% 3.5% The cash allocation is higher than the target allocation of 2%, due to a contribution that came into the Plan at the
end of the quarter.
Fixed Income 38.0% 36.25% -1.75% When the quarter-end contribution is invested, we will seek to target a fixed income allocation of 37.5%. We see the
low yields offered by fixed income investments as not compelling. We believe the Fed will likely raise rates 1 – 2
times in calendar year 2016. Our year-end target for the 10-year treasury is 1.75%- 2.0%, which implies a decline in
price from current levels.
High Yield 0.0% 0.0% - We eliminated our high yield position in the quarter. High-yield has rallied in tandem with a recovery in the price of
oil. The energy sector, within high yield has seen spreads narrow year to date. We have decided to take profits in
this sector due to the sharp recovery in high yield bond prices.
Alternatives 10.0% 11.0% +1.0% Alternatives serve to mitigate the impact of a decline in the bond market, due to a potential rise in interest rates.
Additionally near-term expectations for cash and equities remain depressed due to the low interest rate environment,
equity market valuations, and earnings growth expectations.
Real Estate (REITS) 4.0% 4.5% +0.5 We increased our allocation to a slight overweight position relative to the Plan benchmark. Earnings and cash flow
fundamentals are improving for REITs. Employment trends are providing additional support for REITs. The move by
S&P to make REITs the 11th GIC sector should offer a modest catalyst regarding money flows into the sector.
Global Equity 7.0% 6.25% -0.75% Global equities remain at reasonable valuations due to the international equity component of the MSCI ACWI
benchmark.
International (Developed) 9.0% 9.0% - Developed international equity markets are viewed as attractive on a relative valuation basis, with superior earnings
growth potential supported by earlier stages of the economic recovery cycle. Ongoing ECB and BOJ QE programs
are expected to support asset prices. Brexit ramifications may pose a headwind over the near term.
International (Emerging) 0.0% 1.5% +1.5% A seemingly successful round of Chinese fiscal and monetary stimulus combined with a pause in US monetary
policy normalization have reduced some risks to emerging markets in the near term. Global economic activity is
marginally improving as seen in PMI improvements and the Chinese reserve balance has flattened indicating
stability in the currency.
Total Domestic Equity 31.0% 27.0% -4.0%
Large Cap 17.0% 15.5% -1.5% The multi-year outperformance of domestic equities has generated stretched valuations, thereby reducing risk
premiums and degrading the near-term risk/reward outlook.
Mid Cap 6.0% 3.25% -2.75% We continue to remain underweight based on valuation concerns, with the Russell Mid-Cap Index trading at a 18X
forward PE ratio.
Small Cap 8.0% 8.25% +0.25% We maintain a slight overweight to small cap stocks. Earnings estimates have come down considerably for small
cap equities. Additionally, there is low analyst dispersion related to earnings, which tends to imply less uncertainty.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 892
Inception Date: 02/01/2011
* Benchmark from February 1, 2011 to June 30, 2013: 18% Russell 1000 Index, 6% Russell Midcap Index, 8% Russell 2000 Index, 8% MSCI ACWI Index, 10% MSCI EAFE Index, 45% Barclays Aggregate Index, 4% DJ Wilshire REIT
Index, 1% Citigroup 3 Month T-Bill Index. From July 1, 2013 to June 30, 2015: 17% Russell 1000 Index, 6% Russell Midcap Index, 8% Russell 2000 Index, 7% MSCI AC World US Index, 9% MSCI EAFE Index, 38% Barclays Aggregate
Index, 4% DJ Wilshire REIT Index, 10% HFRI FOF Market Defensive Index, 1% Citigroup 3 Month T-Bill Index. From July 1, 2015: 17% Russell 1000 Index, 6% Russell Midcap Index, 8% Russell 2000 Index, 7% MSCI AC World Index,
9% MSCI EAFE Index, 38% Barclays Aggregate Index, 4% DJ Wilshire REIT Index, 10% Wilshire Liquid Alternative Index, 1% Citigroup 3 Month T-Bill Index
** Dynamic Alternatives Index represents the HFRI FOF Market Defensive Index from 07/01/2013 until 06/30/2015, and then the W ilshire Liquid Alternatives Index from 07/01/2015 forwards.
Returns are gross-of-fees unless otherwise noted. Returns for periods over one year are annualized. The information presented has been obtained from sources believed to be accurate and reliable. Past performance is not indicative of
future returns. Securities are not FDIC insured, have no bank guarantee, and may lose value.
Sector
3 Months
Year
to Date
(6 Months)
1 Year
3 Years
5 Years
Inception
to Date
(65 Months)
Cash Equivalents .08 .14 .18 .07 .05 .05
iMoneyNet, Inc. Taxable .03 .05 .06 .03 .03 .03
Fixed Income ex Funds 2.51 5.81 6.02 4.06 4.05 4.34
Total Fixed Income 2.53 5.62 5.71 4.01 4.09 4.36
BC US Aggregate Bd Index 2.21 5.31 6.00 4.06 3.76 3.96
Total Equities 2.08 1.85 -2.12 7.41 7.84 7.55
Large Cap Funds 1.76 1.07 -.06 10.50 11.13 10.14
Russell 1000 Index 2.54 3.74 2.93 11.48 11.88 11.70
Mid Cap Funds 3.24 5.48 -1.44 8.82 8.98 8.92
Russell Midcap Index 3.18 5.50 .56 10.80 10.90 11.18
Small Cap Funds 3.45 2.49 -4.35 9.16 10.47 10.38
Russell 2000 Index 3.79 2.22 -6.73 7.09 8.35 8.94
REIT Funds 6.54 10.98 23.67 13.35 12.06 12.04
Wilshire REIT Index 5.60 11.09 22.82 13.63 12.48 12.89
International Equities .32 -.61 -7.14 2.93 2.25 2.57
MSCI AC World Index .99 1.23 -3.73 6.03 5.38 5.54
MSCI EAFE Index -1.46 -4.42 -10.16 2.06 1.68 2.02
MSCI EM Free Index .66 6.41 -12.06 -1.56 -3.78 -2.85
Alternatives .83 1.22 1.18 2.68
Dynamic Alternatives Index 1.03 .95 -2.53 .86 -.36 -1.05
Total Managed Portfolio 1.98 3.09 1.29 5.49 5.86 5.62
Total Account Net of Fees 1.96 3.04 1.19 5.38 5.73 5.50
County of Contra Costa 2.09 3.56 1.94 6.05 6.07 6.28
Selected Period Performance
PARS/COUNTY OF CONTRA COSTA PRHCP
Account 6746038001
Period Ending: 06/30/2016
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 893
COUNTY OF CONTRA COSTA
3-Month YTD 1-Year 3-Year 5-Year
Fund Name Inception Return Rank Return Rank Return Rank Return Rank Return Rank
Columbia Contrarian Core Z (7/13) 1.65 60 2.28 51 2.29 33 11.95 6 12.45 5
T. Rowe Price Growth Stock I -0.65 77 -5.94 90 -2.59 55 12.46 19 12.08 11
Harbor Capital Appreciation Instl -1.31 88 -6.73 93 -4.67 76 12.71 16 10.95 30
Loomis Sayles Value Fund (7/11) 3.17 44 1.46 75 -3.45 74 7.95 54 9.92 41
Dodge & Cox Stock (10/14) 1.70 71 0.70 83 -5.09 83 8.28 48 10.44 29
iShares Russell 1000 (3/15) 2.50 --3.68 --2.83 --11.34 --11.74 --
Idx: Russell 1000 2.54 --3.74 --2.93 --11.48 --11.88 --
iShares Russell Mid-Cap (3/15) 3.12 --5.40 --0.39 --10.61 --10.73 --
Russell Mid Cap TR USD 3.18 --5.50 --0.56 --10.80 --10.90 --
Columbia Small Cap Value II Z 2.12 52 2.79 70 -4.27 48 7.72 28 8.75 28
Idx: Russell 2000 Value 4.31 --6.08 ---2.58 --6.36 --8.15 --
iShares Russell 2000 (3/15) 3.81 --2.26 ---6.63 --7.15 --8.41 --
T. Rowe Price New Horizons I 5.18 22 0.92 34 -2.10 12 11.63 2 13.05 1
Idx: Russell 2000 Growth 3.24 ---1.59 ---10.75 --7.74 --8.51 --
Dodge & Cox International Stock -1.20 55 -4.91 75 -18.86 97 0.37 79 1.02 52
Nationwide Bailard Intl Eqs Instl -2.00 75 -3.92 62 -8.75 31 4.40 7 2.49 16
MFS International Growth I 0.55 30 2.10 6 -3.01 16 3.21 47 2.47 46
MFS Global Equity R5 (3/15) 0.67 54 2.79 26 -1.41 25 7.29 22 8.01 9
iShares MSCI EAFE (3/15) -1.40 ---4.35 ---10.16 --1.96 --1.59 --
iShares MSCI ACWI (3/15) 1.08 --1.52 ---3.34 --6.31 --5.53 --
American Funds New Perspective F2 (3/15) 0.83 49 -1.61 67 -1.69 27 8.11 13 7.96 9
Idx: MSCI EAFE -1.46 ---4.42 ---10.16 --2.06 --1.68 --
Idx: MSCI ACWI 0.99 --1.23 ---3.73 --6.03 --5.38 --
Schroder Emerging Market Equity (11/12) 2.32 46 5.42 55 -10.58 56 -1.38 51 -3.12 46
Idx: MSCI Emerging Markets 0.66 --6.41 ---12.06 ---1.56 ---3.78 --
Data Source: Morningstar, SEI Investments
believed accurate and reliable. Securities are not FDIC insured, have no bank guarantee and may lose value.
For Period Ending June 30, 2016
Returns less than one year are not annualized. Past performance is not indicative of future returns. The information presented has been obtained
LARGE CAP EQUITY FUNDS
MID CAP EQUITY FUNDS
SMALL CAP EQUITY FUNDS
INTERNATIONAL EQUITY FUNDS
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 894
COUNTY OF CONTRA COSTA
3-Month YTD 1-Year 3-Year 5-Year
Fund Name Inception Return Rank Return Rank Return Rank Return Rank Return Rank
Nuveen Real Estate Secs Y 6.49 18 11.56 29 23.03 14 13.48 23 12.19 16
Idx: Wilshire REIT Index 5.60 --11.09 --22.82 --13.63 --12.48 --
Core Fixed Income Portfolio 2.51 38 5.81 13 6.02 11 4.06 25 4.05 30
Pimco Total Return Inst'l 2.07 72 3.90 85 4.31 65 3.48 61 3.71 49
Prudential Total Return Bond Fund Class Q (5/16) 3.25 4 6.57 4 6.56 3 5.28 2 5.21 2
Idx: BarCap US Aggregate Bond 2.21 --5.31 --6.00 --4.06 --3.76 --
PIMCO High Yield Instl (11/14) 3.32 76 6.12 62 1.92 13 4.18 16 5.39 22
ML US HY BB-B Constrained 4.61 --7.90 --2.13 --4.62 --5.86 --
AQR Managed Futures (7/13) 1.76 31 2.16 50 4.69 29 6.55 27 4.62 7
AQR Equity Market Neutral I (2/16) -1.71 69 0.26 55 12.94 1 -- -- -- --
Eaton Vance Glbl Macro Abs Ret (7/13) 1.31 60 1.50 58 2.17 22 2.23 25 1.90 47
Idx: Dynamic Alternatives 1.03 --0.95 ---2.53 --0.86 ---0.36 --
Data Source: Morningstar, SEI Investments
believed accurate and reliable. Securities are not FDIC insured, have no bank guarantee and may lose value.
For Period Ending June 30, 2016
Returns less than one year are not annualized. Past performance is not indicative of future returns. The information presented has been obtained
ALTERNATIVE FUNDS
REIT EQUITY FUNDS
BOND FUNDS
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 895
COUNTY OF CONTRA COSTA
2015 2014 2013 2012 2011 2010
Fund Name Inception Return Rank Return Rank Return Rank Return Rank Return Rank Return Rank
Columbia Contrarian Core Z (7/13) 3.02 9 12.92 31 35.73 17 18.67 10 -0.93 52 16.21 17
T. Rowe Price Growth Stock 10.85 4 8.83 65 39.20 12 18.92 14 -0.97 39 16.93 35
Harbor Capital Appreciation Instl 10.99 4 9.93 53 37.66 17 15.69 43 0.61 24 11.61 82
Loomis Sayles Value Fund (7/11) -4.19 58 10.76 48 35.54 14 19.70 4 -2.81 66 11.94 72
Dodge & Cox Stock (10/14) -4.49 62 10.40 54 40.55 2 22.01 2 -4.08 74 13.49 47
iShares Russell 1000 ETF 0.82 34 13.08 42 32.93 37 16.27 12 1.36 60 15.94 49
Idx: Russell 1000 0.92 --13.24 --33.11 --16.42 --1.50 --16.10 --
iShares Russell Mid-Cap ETF -2.57 39 13.03 17 34.50 74 17.13 52 -1.67 42 25.25 73
Columbia Small Cap Value II Z -2.90 15 4.61 42 40.14 20 14.57 61 -2.39 30 25.64 52
Idx: Russell 2000 Value -3.83 --4.22 --34.52 --18.05 ---5.50 --24.50 --
T. Rowe Price New Horizons 4.50 7 6.10 19 49.11 10 16.20 22 6.63 2 34.67 12
Idx: Russell 2000 Growth -1.38 --5.60 --43.30 --14.59 ---2.91 --29.09 --
iShares Russell 2000 ETF -4.33 31 4.94 55 38.85 76 16.39 47 -4.19 56 26.76 69
Dodge & Cox International Stock -11.35 98 0.08 9 26.31 8 21.03 16 -15.97 81 13.69 6
Nationwide Bailard Intl Eqs InSvc 0.86 24 -1.94 15 21.68 28 20.87 17 -15.58 74 11.85 32
MFS International Growth I 0.30 55 -5.10 58 13.84 79 19.71 31 -10.62 40 15.24 35
iShares MSCI EAFE Index Fund -0.90 45 -5.04 78 22.62 19 17.22 41 -12.18 25 7.52 92
Idx: MSCI EAFE -0.81 ---4.90 --22.78 --17.32 ---12.14 --7.75 --
Schroder Emerging Market Equity (11/12) -12.68 37 -4.61 70 -2.28 54 21.73 19 -16.70 20 13.49 92
Idx: MSCI Emerging Markets -14.92 ---2.19 ---2.60 --18.22 ---18.42 --18.88 --
SPDR EURO STOXX 50 ETF (6/14) -4.26 84 -8.36 73 27.43 34 20.48 55 -16.42 48 -8.94 95
American Funds New Perspective F2 5.56 6 3.46 41 27.11 39 39.00 15 -7.39 44 13.01 46
MFS Global Equity R5 -1.34 48 4.08 33 27.93 34 34.00 4 -5.13 25 10.95 55
iShares MSCI ACWI -2.39 46 4.64 34 22.91 54 54.00 30 -7.60 71 12.31 34
Idx: MSCI ACWI -2.36 --4.16 --22.80 --16.13 ---7.35 --12.67 --
Nuveen Real Estate Secs Y 3.48 37 31.28 17 1.32 58 18.34 22 7.96 50 30.57 12
Idx: Wilshire REIT 4.23 --31.78 --1.86 --17.59 --5.52 -- -- --
Data Source: Morningstar, SEI Investments
believed accurate and reliable. Securities are not FDIC insured, have no bank guarantee and may lose value.
REIT EQUITY FUNDS
Returns less than one year are not annualized. Past performance is not indicative of future returns. The information presented has been obtained from sources
For Period Ending December 31, 2015
LARGE CAP EQUITY FUNDS
MID CAP EQUITY FUNDS
SMALL CAP EQUITY FUNDS
INTERNATIONAL EQUITY FUNDS
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 896
COUNTY OF CONTRA COSTA
2015 2014 2013 2012 2011 2010
Fund Name Inception Return Rank Return Rank Return Rank Return Rank Return Rank Return Rank
Core Fixed Income Portfolio 0.78 14 4.74 70 -1.40 41 5.42 69 8.41 5 -- --
Pimco Total Return Inst'l 0.73 15 4.69 71 -1.92 60 10.36 12 4.16 87 8.83 26
Idx: BarCap US Aggregate Bond .55 --5.97 ---2.02 --4.21 --7.84 --6.54 --
PIMCO High Yield Instl (11/14) -1.85 22 3.31 13 5.77 68 14.55 52 4.00 38 14.24 45
Idx: Merrill Lynch US High Yield BB-B -2.79 --3.49 --6.31 --14.59 --5.39 --14.26 --
Arbitrage I (Sold 11/15)(7/13) 0.90 39 1.64 39 1.15 67 0.44 48 4.74 20 1.76 16
AQR Managed Futures (7/13) 2.00 31 9.69 40 9.40 6 2.99 5 -6.37 29 0.00 0
Eaton Vance Glbl Macro Abs Ret (7/13) 2.63 7 3.03 18 -0.24 58 4.11 79 -0.39 44 4.75 61
JPMorgan Research Market Neutral Instl (7/13) -3.61 74 3.38 25 2.26 56 4.51 9 -7.04 86 -0.90 36
Data Source: Morningstar, SEI Investments
believed accurate and reliable. Securities are not FDIC insured, have no bank guarantee and may lose value.
BOND FUNDS
ALTERNATIVE FUNDS
Returns less than one year are not annualized. Past performance is not indicative of future returns. The information presented has been obtained from sources
For Period Ending December 31, 2015
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 897
RECOMMENDATION(S):
ACCEPT report on the Public Works Department and Flood Control and Water Conservation District's Accreditation
program, as recommended by the Public Works Director and Chief Engineer, Countywide.
FISCAL IMPACT:
No fiscal impact
BACKGROUND:
The Public Works Department is proud of its culture of self-improvement. We have conducted numerous studies of
our business practices, embraced the concept of total quality management and through ongoing process improvement,
implemented changes in several areas. The American Public Works Association (APWA) Accreditation Program
gives the Department an opportunity to measure its practices, policies, and procedures against nationally accepted
public works standards. The Department was the first county public works agency in California to be accredited back
in 2001. We were re-accredited in 2004, 2008 and 2012. In anticipation of our re-accreditation visit by the APWA
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Carrie Ricci, (925)
313-2235
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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 71
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:August 16, 2016
Contra
Costa
County
Subject:Report for Public Works Department and Flood Control and Water Conservation District Accreditation Program
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 898
BACKGROUND: (CONT'D)
evaluators scheduled for October 3, 4 & 5, 2016, we have reviewed all of our practices, policies, and procedures
and feel we are in full compliance with the standards set by APWA.
In addition to the Public Works Department, the Flood Control and Water Conservation District (Flood Control
District) has applied for independent accreditation by APWA. During the same site visit in October 2016, the
APWA evaluators will review the practices, policies and procedures and judge the Flood Control District as a
stand-alone District.
CONSEQUENCE OF NEGATIVE ACTION:
The Department will not benefit from the opportunity to become re-accredited and the Flood Control District will
not have the opportunity to receive independent accreditation and be recognized by the American Public Works
Association.
ATTACHMENTS
Accreditation Report 2016
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 899
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 900
RECOMMENDATION(S):
1. APPROVE response to Civil Grand Jury Report No. 1609, entitled "Human Trafficking", and
2. DIRECT the Clerk of the Board to forward the response to the Superior Court immediately following Board action.
FISCAL IMPACT:
No fiscal impact. This is an informational report.
BACKGROUND:
On June 14, 2016 the 2015/16 Civil Grand Jury filed the above-referenced report regarding human trafficking in
Contra Costa County.
The Report was referred to the County Administrator by the Board of Supervisors on July 12th for response. The
County Administrator has prepared a response for consideration by the Board of Supervisors, which clearly specifies:
Whether a finding or recommendation is accepted or will be implemented;
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 08/16/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V
Supervisor
Contact: Timothy 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: August 16, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stepahnie Mello, Deputy
cc:
C. 77
To:Board of Supervisors
From:David Twa, County Administrator
Date:August 16, 2016
Contra
Costa
County
Subject:RESPONSE TO CIVIL GRAND JURY REPORT NO. 1609, "Human Trafficking"
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 901
BACKGROUND: (CONT'D)
If a recommendation is accepted, a statement as to who will be responsible for implementation and by what
definite target date;
A delineation of the constraints if a recommendation is accepted but cannot be implemented within a six-month
period; and
The reason for not accepting or adopting a finding or recommendation.
CONSEQUENCE OF NEGATIVE ACTION:
In order to comply with statutory requirements, the Board of Supervisors must provide a response to the Superior
Court within ninety days of submission of the report.
CHILDREN'S IMPACT STATEMENT:
No impact.
ATTACHMENTS
Grand Jury Report No. 1609
Response to Grand Jury Report No. 1609
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 902
August 16, 2016Contra Costa County Board of Supervisors Official Minutes903
August 16, 2016Contra Costa County Board of Supervisors Official Minutes904
August 16, 2016Contra Costa County Board of Supervisors Official Minutes905
August 16, 2016Contra Costa County Board of Supervisors Official Minutes906
August 16, 2016Contra Costa County Board of Supervisors Official Minutes907
August 16, 2016Contra Costa County Board of Supervisors Official Minutes908
August 16, 2016Contra Costa County Board of Supervisors Official Minutes909
August 16, 2016Contra Costa County Board of Supervisors Official Minutes910
August 16, 2016Contra Costa County Board of Supervisors Official Minutes911
August 16, 2016Contra Costa County Board of Supervisors Official Minutes912
August 16, 2016Contra Costa County Board of Supervisors Official Minutes913
August 16, 2016Contra Costa County Board of Supervisors Official Minutes914
August 16, 2016Contra Costa County Board of Supervisors Official Minutes915
August 16, 2016Contra Costa County Board of Supervisors Official Minutes916
August 16, 2016Contra Costa County Board of Supervisors Official Minutes917
August 16, 2016Contra Costa County Board of Supervisors Official Minutes918
August 16, 2016Contra Costa County Board of Supervisors Official Minutes919
Page 1 of 2
CONTRA COSTA COUNTY CIVIL GRAND JURY REPORT NO. 1609
"HUMAN TRAFFICKING"
BOARD OF SUPERVISORS’ RESPONSE
FINDINGS – California Penal Code Section 933.5(a) requires a response to the designated findings of
the Grand Jury.
11. Public awareness is a critical factor in identifying potential human trafficking activity.
Response: Agree.
12. The County’s efforts to build a broad public awareness of human trafficking has
primarily been a poster campaign beginning in 2015.
Response: Agree.
13. The Zero Tolerance for Human Trafficking Coalition is developing operating guidelines
for case review and coordination to be completed in December 2016.
Response: Agree.
14. A comprehensive approach to dealing with human trafficking includes robust
community engagement; training law enforcement in responding to human trafficking
incidents; vigorous prosecution of perpetrators; education of an advocacy to policy makers;
and wrap-around services for victims/survivors.
Response: Agree.
RECOMMENDATIONS - California Penal Code Section 933.05(b) requires a response to the
designated recommendations of the Grand Jury.
4. The County Board of Supervisors should consider identifying funds to assign the Zero
Tolerance Coalition to take a leadership role in developing report formats, collecting and
reporting on comprehensive data about adult and child trafficking in Contra Costa County.
Response: The recommendation has been implemented. The Coalition will continue to improve its
efforts in collecting and reporting on comprehensive data by seeking additional funding through grants
and other resources as well as identify opportunities to leverage existing approaches among agencies
responding to human trafficking.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 920
Page 2 of 2
5. The County Board of Supervisors should consider directing the Zero Tolerance Coalition
to develop a multi-disciplinary approach in dealing with human trafficking, after identifying
funds to do so.
Response: The recommendation has been implemented. The Zero Tolerance Coalition is implementing
a multi-disciplinary approach in dealing with human trafficking and will continue to seek additional
funding through grants and other sources to strengthen this existing approach.
6. The County Board of Supervisors should consider directing the Zero Tolerance Coalition
to develop and implement a systematic plan for building community awareness of human
trafficking, after identifying funds to do so.
Response: The recommendation has been implemented. The Zero Tolerance for Human Trafficking
Coalition will continue to implement existing community awareness strategies and seek additional
funds including grants to expand these efforts.
August 16, 2016 Contra Costa County Board of Supervisors Official Minutes 921