HomeMy WebLinkAboutMINUTES - 01302018 -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
FEDERAL D. GLOVER, CHAIR, 5TH DISTRICT
KAREN MITCHOFF, VICE CHAIR, 4TH DISTRICT
JOHN GIOIA, 1ST DISTRICT
CANDACE ANDERSEN, 2ND DISTRICT
DIANE BURGIS, 3RD 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
January 30, 2018
9:00 A.M. Convene and Call to Order (Chair, Karen Mitchoff)
Present: District I Supervisor John Gioia; District II Supervisor Candace Andersen; District III Supervisor
Diane Burgis; District IV Supervisor Karen Mitchoff; District V Supervisor Federal D. Glover
Staff Present:David Twa, County Administrator
Public Comment (2 minutes each)
Public speaker: Jerome Knott from Love a Child Missions; Sukhdev Singh, did not wish to
speak, but left written commentary for the Board's consideration (attached).
Board Operating Procedures and Communications (Chair, Karen
Mitchoff)
No commentary or changes at this time.
January 30, 2018 BOS Retreat Minutes 1
D.3 CONSIDER accepting report “The Economic Outlook: Focus on
the Contra Costa Economy” prepared by Beacon Economics.
(Dr. Christopher Thornberg, Beacon Economics)
AYE: District I Supervisor John Gioia, District II Supervisor
Candace Andersen, District III Supervisor Diane Burgis,
District IV Supervisor Karen Mitchoff, District V
Supervisor Federal D. Glover
---BREAK---
D.4 CONSIDER accepting report on budget and key issues for FY
2017/18 and beyond. (David Twa, County Administrator and
Lisa Driscoll, County Finance Director)
Public Speakers: Mariana Moore and Cheryl Sudduth from the Budget Justice Coalition.
DIRECTED staff to provide an update on the status of establishing the Countywide
Redevelopment Oversight Board and process for selecting the two appointees, to leave a slot
open for the Public Defender if she chooses to make a presentation at the budget hearing;
and REQUESTED the Public Works Director to make a presentation at the budget hearing.
AYE: District I Supervisor John Gioia, District II Supervisor
Candace Andersen, District III Supervisor Diane Burgis,
District IV Supervisor Karen Mitchoff, District V
Supervisor Federal D. Glover
D.5 CONSIDER accepting report on Capital Projects. (Eric Angstadt,
Chief Assistant County Administrator)
AYE: District I Supervisor John Gioia, District II Supervisor
Candace Andersen, District III Supervisor Diane Burgis,
District IV Supervisor Karen Mitchoff, District V
Supervisor Federal D. Glover
--- BREAK FOR LUNCH AND CLOSED SESSION---
January 30, 2018 BOS Retreat Minutes 2
Closed Session Agenda
A. CONFERENCE WITH LABOR NEGOTIATORS
1. Agency Negotiators: David Twa and Richard Bolanos.
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, Local 1021; 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 Employees International
Union Local 2015; 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. PUBLIC EMPLOYEE APPOINTMENT
Title: Director of Health Services
C. PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Title: County Administrator
Announcement from closed session that Anna Roth has been selected as the new Contra
Costa County Health Services Director.
---RESUME OPEN SESSION----
D.6 CONSIDER accepting report from the Office of Reentry &
Justice on the County’s reentry and justice related programs,
including the Government Alliance on Race and Equity (GARE).
(Lara DeLaney, Acting Director of the Office of Reentry &
Justice and Donte' Blue, Deputy Director of the Office of Reentry
& Justice)
Dwayne March presentation attached.
January 30, 2018 BOS Retreat Minutes 3
Dwayne March presentation attached.
Public Speaker: Debbie Toth from Choice in Aging.
AYE: District I Supervisor John Gioia, District II Supervisor
Candace Andersen, District III Supervisor Diane Burgis,
District IV Supervisor Karen Mitchoff, District V
Supervisor Federal D. Glover
D.7 CONSIDER accepting report on Contra Costa's Homelessness
Continuum of Care. (Lavonna Martin, Director - Health,
Housing and Homeless Services)
Public Speaker: Jerome Knott from Love a Child Missions
AYE: District I Supervisor John Gioia, District II Supervisor
Candace Andersen, District III Supervisor Diane Burgis,
District IV Supervisor Karen Mitchoff, District V
Supervisor Federal D. Glover
Wrap-up and Closing Comments (Chair, Karen Mitchoff)
ADJOURN
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
January 30, 2018 BOS Retreat Minutes 4
All matters listed under CONSENT ITEMS are considered by the Board to be
routine and will be enacted by one motion. There will be no separate discussion
of these items unless requested by a member of the Board or a member of the
public prior to the time the Board votes on the motion to adopt.
Persons who wish to speak on matters set for PUBLIC HEARINGS will be
heard when the Chair calls for comments from those persons who are in support
thereof or in opposition thereto. After persons have spoken, the hearing is closed
and the matter is subject to discussion and action by the Board. Comments on
matters listed on the agenda or otherwise within the purview of the Board of
Supervisors can be submitted to the office of the Clerk of the Board via mail:
Board of Supervisors, 651 Pine Street Room 106, Martinez, CA 94553; by fax:
925-335-1913.
The County will provide reasonable accommodations for persons with
disabilities planning to attend Board meetings who contact the Clerk of the
Board at least 24 hours before the meeting, at (925) 335-1900; TDD (925)
335-1915. An assistive listening device is available from the Clerk, Room 106.
Copies of recordings of all or portions of a Board meeting may be purchased
from the Clerk of the Board. Please telephone the Office of the Clerk of the
Board, (925) 335-1900, to make the necessary arrangements.
Forms are available to anyone desiring to submit an inspirational thought
nomination for inclusion on the Board Agenda. Forms may be obtained at the
Office of the County Administrator or Office of the Clerk of the Board, 651
Pine Street, Martinez, California.
Applications for personal subscriptions to the weekly Board Agenda may be
obtained by calling the Office of the Clerk of the Board, (925) 335-1900. The
weekly agenda may also be viewed on the County’s Internet Web Page:
www.co.contra-costa.ca.us
Glossary of Acronyms, Abbreviations, and other Terms (in alphabetical
order):
Contra Costa County has a policy of making limited use of acronyms,January 30, 2018 BOS Retreat Minutes 5
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
January 30, 2018 BOS Retreat Minutes 6
ConFire (CCCFPD) Contra Costa County Fire Protection District
CPA Certified Public Accountant
CPI Consumer Price Index
CSA County Service Area
CSAC California State Association of Counties
CTC California Transportation Commission
dba doing business as
DSRIP Delivery System Reform Incentive Program
EBMUD East Bay Municipal Utility District
ECCFPD East Contra Costa Fire Protection District
EIR Environmental Impact Report
EIS Environmental Impact Statement
EMCC Emergency Medical Care Committee
EMS Emergency Medical Services
EPSDT Early State Periodic Screening, Diagnosis and Treatment Program
(Mental Health)
et al. et alii (and others)
FAA Federal Aviation Administration
FEMA Federal Emergency Management Agency
F&HS Family and Human Services Committee
First 5 First Five Children and Families Commission (Proposition 10)
FTE Full Time Equivalent
FY Fiscal Year
GHAD Geologic Hazard Abatement District
GIS Geographic Information System
HCD (State Dept of) Housing & Community Development
HHS (State Dept of ) Health and Human Services
HIPAA Health Insurance Portability and Accountability Act
HIV Human Immunodeficiency Syndrome
HOV High Occupancy Vehicle
HR Human Resources
HUD United States Department of Housing and Urban Development
IHSS In-Home Supportive Services
Inc. Incorporated
IOC Internal Operations Committee
ISO Industrial Safety Ordinance
JPA Joint (exercise of) Powers Authority or Agreement
Lamorinda Lafayette-Moraga-Orinda Area
January 30, 2018 BOS Retreat Minutes 7
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
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
January 30, 2018 BOS Retreat Minutes 8
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
January 30, 2018 BOS Retreat Minutes 9
RECOMMENDATION(S):
ACCEPT report ‘The Economic Outlook: Focus on the Contra Costa Economy".
FISCAL IMPACT:
This report is for informational purposes and has no specific fiscal impact.
BACKGROUND:
Attached is Beacon Economics report entitled "The Economic Outlook: Focus on the Contra
Costa Economy".
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 01/30/2018 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Diane Burgis, 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: January 30, 2018
David J. Twa, County Administrator and Clerk of the Board
of Supervisors
By: Jami Napier, Deputy
cc:
D.3
To:Board of Supervisors
From:David Twa, County Administrator
Date:January 30, 2018
Contra
Costa
County
Subject:Annual Update on Economic Conditions in Contra Costa County
January 30, 2018 BOS Retreat Minutes 10
ATTACHMENTS
The Economic Outlook (Beacon Economics)
Dr. Christopher Thornberg Bio
January 30, 2018 BOS Retreat Minutes 11
Analysis. Answers.
Analysis. Answers
Beacon Economics, LLC
The Economic Outlook
Focus on the Contra Costa Economy
January 2018
Christopher Thornberg
Founding Partner, Beacon Economics
Director, UC Riverside Center for Forecasting and Development
January 30, 2018 BOS Retreat Minutes 12
Analysis. Answers.
It was an interesting year…
2
January 30, 2018 BOS Retreat Minutes 13
Analysis. Answers.
The Victory of Miserabilism
•The Good: Meet the new economy, same as the old economy
–For all the sound and fury, very little actually happened (x taxes)
–2017 solid year for growth: looked a lot like 2013-2016
–2018 likely to be better: the tax cut stimulus will boost the economy
–Still a low chance of recession in next 24 months
•The Bad: Economic Brakes and Growing Imbalances
–Labor shortage Issues (particularly in California)
–Consumer savings declines, another bubble forming
–Aggressive Fed: rising rates, flattening yield curves
•The Ugly: 2018 will be seen as a historic turning point
–Little effort to deal with underinvestment in infrastructure, rising wealth and income
inequality, healthcare cost inflation, housing
–Sharp growth in entitlement spending and government deficits
–Breakdown in basic norms of political leadership
3
January 30, 2018 BOS Retreat Minutes 14
Analysis. Answers.
Optimism Abounds
4
50.0
55.0
60.0
65.0
70.0
75.0
80.0
85.0
90.0
95.0
100.0
Oct-01Apr-04Oct-06Apr-09Oct-11Apr-14Oct-16UM Consumer Sentiment
3 Month MA
40
45
50
55
60
65
Oct-01Aug-03Jun-05Apr-07Feb-09Dec-10Oct-12Aug-14Jun-16ISM Diffusion Indexes
3 Month MA
Manufacturing
Non-Manufacturing
0
500
1000
1500
2000
2500
3000
Jan-07Aug-08Mar-10Oct-11May-13Dec-14Jul-16S&P 500 Index
January 30, 2018 BOS Retreat Minutes 15
Analysis. Answers.
GDP Growth: 2017 back to 3%
5
0.0%
0.5%
1.0%
1.5%
2.0%
2.5%
3.0%
3.5%
4.0%2011Q1Q32012Q1Q32013Q1Q32014Q1Q32015Q1Q32016Q1Q32017Q1Q3Y-o-Y Growth 2013 2014 2015 2016 2017 2017
Q3 Q4
GDP 2.68 2.73 2.00 1.85 2.73 3.20 2.60
FD 1.68 3.45 2.70 2.19 2.79 2.05 3.88
PCE 1.37 2.40 2.04 1.93 1.95 1.49 2.58
Fixed Inv 0.83 0.95 0.40 0.18 0.86 0.40 1.27
Struct 0.16 0.26 -0.28 0.10 0.07 -0.21 0.04
Equip 0.39 0.24 0.21 -0.22 0.52 0.58 0.62
IPP 0.09 0.26 0.13 0.21 0.20 0.21 0.18
Res 0.20 0.20 0.35 0.09 0.08 -0.18 0.42
Invent 0.62 -0.15 -0.02 -0.02 -0.11 0.79 -0.67
Net exports 0.38 -0.57 -0.68 -0.31 0.05 0.36 -1.13
Government -0.53 0.09 0.28 0.07 0.12 0.12 0.50
January 30, 2018 BOS Retreat Minutes 16
Analysis. Answers.
Oil and Exports
6
1900
1950
2000
2050
2100
2150
2200
2250
US Exports (Real)
4000
5000
6000
7000
8000
9000
10000
Jan 12, 1996Jan 12, 1998Jan 12, 2000Jan 12, 2002Jan 12, 2004Jan 12, 2006Jan 12, 2008Jan 12, 2010Jan 12, 2012Jan 12, 2014Jan 12, 2016Weekly US Oil Production to
December
January 30, 2018 BOS Retreat Minutes 17
Analysis. Answers.
Industrial Stats: Meh.
7
-4.0%
-3.0%
-2.0%
-1.0%
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%Oct-11Jun-12Feb-13Oct-13Jun-14Feb-15Oct-15Jun-16Feb-17Oct-17Industrial Production (Y-o-Y Growth)
to Oct
65%
67%
69%
71%
73%
75%
77%
79%
81%
83%
85%Oct-05Feb-07Jun-08Oct-09Feb-11Jun-12Oct-13Feb-15Jun-16Oct-17Capacity Utilization
January 30, 2018 BOS Retreat Minutes 18
Analysis. Answers.
Housing
8
3500
3700
3900
4100
4300
4500
4700
4900
5100
5300
Jan-14Jun-14Nov-14Apr-15Sep-15Feb-16Jul-16Dec-16May-17Oct-17Existing SF Homes Sales
0
200
400
600
800
1000
1200
1400
1600
1800
2000
Oct-02Apr-04Oct-05Apr-07Oct-08Apr-10Oct-11Apr-13Oct-14Apr-16Oct-17Housing Starts SAAR
January 30, 2018 BOS Retreat Minutes 19
Analysis. Answers.
Home Prices
9
2016 2017 2016 2017
WA -Seattle 10.6%12.7%NC-Charlotte 5.9%6.4%
NV-Las Vegas 5.6%10.2%Composite-20 5.0%6.4%
CA-San Diego 5.8%8.1%National-US 5.2%6.2%
CA-San Francisco 5.6%7.7%AZ-Phoenix 5.1%6.0%
CO-Denver 8.3%7.2%NY-New York 2.1%5.9%
MI-Detroit 6.6%7.1%MN-Minneapolis 5.4%5.4%
TX-Dallas 8.1%7.1%GA-Atlanta 5.8%5.0%
OR-Portland 10.2%7.1%OH-Cleveland 4.0%4.7%
MA-Boston 4.4%6.9%FL-Miami 6.4%4.4%
FL-Tampa 7.8%6.9%IL-Chicago 2.9%4.1%
CA-Los Angeles 5.5%6.5%DC-Washington 2.1%3.1%
January 30, 2018 BOS Retreat Minutes 20
Analysis. Answers.
Ownership-Slight Up
10
59.0%
60.0%
61.0%
62.0%
63.0%
64.0%
65.0%
66.0%
67.0%
68.0%
69.0%
70.0%Q3-87Q3-89Q3-91Q3-93Q3-95Q3-97Q3-99Q3-01Q3-03Q3-05Q3-07Q3-09Q3-11Q3-13Q3-15Q3-17Home Ownership
-10.0%
-5.0%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%04:Q105:Q206:Q307:Q409:Q110:Q211:Q312:Q414:Q115:Q216:Q3Growth Outstanding Mortgage
Debt
January 30, 2018 BOS Retreat Minutes 21
Analysis. Answers.
Retail Sales
11
10000
11000
12000
13000
14000
15000
16000
17000
18000
19000
Jan-11Aug-11Mar-12Oct-12May-13Dec-13Jul-14Feb-15Sep-15Apr-16Nov-16Jun-17Auto Sales SAAR
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
14.0%
16.0%Dec-12May-13Oct-13Mar-14Aug-14Jan-15Jun-15Nov-15Apr-16Sep-16Feb-17Jul-17Dec-17Retail Sales (Y-o-Y to Dec)
Online Brick & Mortor
January 30, 2018 BOS Retreat Minutes 22
Analysis. Answers.
Consumer Spending
12
0.0%
0.5%
1.0%
1.5%
2.0%
2.5%
3.0%
3.5%
4.0%
4.5%Sep-12Jan-13May-13Sep-13Jan-14May-14Sep-14Jan-15May-15Sep-15Jan-16May-16Sep-16Jan-17May-17Sep-17Real Consumer Spending (3 Month
MA Growth) to September
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
8.0%2004Q12005Q12006Q12007Q12008Q12009Q12010Q12011Q12012Q12013Q12014Q12015Q12016Q12017Q1Consumer Savings Rate
January 30, 2018 BOS Retreat Minutes 23
Analysis. Answers.
Wealth and Debt
13
14.0%
14.5%
15.0%
15.5%
16.0%
16.5%
17.0%
17.5%
18.0%
18.5%1980Q11982Q31985Q11987Q31990Q11992Q31995Q11997Q32000Q12002Q32005Q12007Q32010Q12012Q32015Q1Household Financial Obligation Ratio
0
100
200
300
400
500
600
700
1990Q11992Q11994Q11996Q11998Q12000Q12002Q12004Q12006Q12008Q12010Q12012Q12014Q12016Q1Real Average Wealth per
Household (FOF, Thous.)
Home Equity Other Net Wealth
January 30, 2018 BOS Retreat Minutes 24
Analysis. Answers.
California Debt
14
$20.0
$30.0
$40.0
$50.0
$60.0
$70.0
$80.0
$90.0
$100.0
03:Q104:Q105:Q106:Q107:Q108:Q109:Q110:Q111:Q112:Q113:Q114:Q115:Q116:Q117:Q1California Debt Per Capita (Thous)
0.00
2.00
4.00
6.00
8.00
10.00
12.00
14.00
03:Q104:Q105:Q106:Q107:Q108:Q109:Q110:Q111:Q112:Q113:Q114:Q115:Q116:Q117:Q1Share of Debt 90 days plus
delinquent
CA ALL
January 30, 2018 BOS Retreat Minutes 25
Analysis. Answers.
Labor Markets
15
0.0%
0.5%
1.0%
1.5%
2.0%
2.5%Jan-11Aug-11Mar-12Oct-12May-13Dec-13Jul-14Feb-15Sep-15Apr-16Nov-16Jun-17Growth Payroll Employment (Y-o-Y)
0
500
1000
1500
2000
2500
3000
3500
2010 2011 2012 2013 2014 2015 2016 2017
Net Change Payroll Jobs
January 30, 2018 BOS Retreat Minutes 26
Analysis. Answers.
Why Slowing Job Growth?
16
2
4
6
8
10
12
14
16
18
Oct-98Apr-00Oct-01Apr-03Oct-04Apr-06Oct-07Apr-09Oct-10Apr-12Oct-13Apr-15Oct-16Unemployment
U6 U3
1.0
1.5
2.0
2.5
3.0
3.5
4.0
4.5
Dec-00Mar-02Jun-03Sep-04Dec-05Mar-07Jun-08Sep-09Dec-10Mar-12Jun-13Sep-14Dec-15Mar-17JOLT Job Openings Rate
(% of Jobs)
January 30, 2018 BOS Retreat Minutes 27
Analysis. Answers.
Consequences
17
-1.0
0.0
1.0
2.0
3.0
4.0
5.0
Jan-98Jun-99Nov-00Apr-02Sep-03Feb-05Jul-06Dec-07May-09Oct-10Mar-12Aug-13Jan-15Jun-16Real Wage Gains
Median Real
-0.5%
0.0%
0.5%
1.0%
1.5%
2.0%
2.5%Jan-80Jan-83Jan-86Jan-89Jan-92Jan-95Jan-98Jan-01Jan-04Jan-07Jan-10Jan-13Jan-16Labor Force Growth
January 30, 2018 BOS Retreat Minutes 28
Analysis. Answers.
Demographic Limits
18
-
5.0
10.0
15.0
20.0
25.0
Under 5 years5 to 9 years10 to 14 years15 to 19 years20 to 24 years25 to 29 years30 to 34 years35 to 39 years40 to 44 years45 to 49 years50 to 54 years55 to 59 years60 to 64 years65 to 69 years70 to 74 years75 to 79 years80 to 84 years85 years and over2016 Population by Age by Nativity (Millions)
Native Foreign
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
0.0%
0.5%
1.0%
1.5%
2.0%
2.5%19751979198319871991199519992003200720112015US Population of 25-64 Year Olds
Growth Share 50+
January 30, 2018 BOS Retreat Minutes 29
Analysis. Answers.
The Cure for Secular Stagnation
19
January 30, 2018 BOS Retreat Minutes 30
Analysis. Answers.
Tax Reform vs Tax Cuts
20
0%
5%
10%
15%
20%
25%
30%
35%1980IIII1985IIII1990IIII1995IIII2000IIII2005IIII2010IIII2015IUS Corporate Taxes as % Profit
Federal State & Local
A.Most corporations and
households will pay less in
taxes
B.The plan will give a small
short term boost to the
economy
C.The plan is regressive
D.Will add $1.5 trillion to $3.5
trillion to the debt over 10
Years
January 30, 2018 BOS Retreat Minutes 31
Analysis. Answers.
Implications
21
Real Average Net Worth by
Bracket
1989 2001 2016
< 25 $(1)$0 $(12)
0%0%0%
25–49.9 $43 $60 $45
3%3%2%
50–74.9 $166 $227 $204
12%11%7%
75–89.9 $422 $612 $659
18%17%14%
90–100 $2,317 $3,748 $5,336
67%70%77%
Top 1%$10,407 $17,772 $26,645
30%33%39%
-1,600.0
-1,400.0
-1,200.0
-1,000.0
-800.0
-600.0
-400.0
-200.0
0.0
200.0
400.0
20002002200420062008201020122014201620182020202220242026CBO: Past and Projected Federal
Budget Gap
January 30, 2018 BOS Retreat Minutes 32
Analysis. Answers.
Fed Tightening
22
0
1
2
3
4
5
6
2003-01-012003-10-082004-07-142005-04-202006-01-252006-11-012007-08-082008-05-142009-02-182009-11-252010-09-012011-06-082012-03-142012-12-192013-09-252014-07-022015-04-082016-01-132016-10-192017-07-26Interest Rates
FFR 1 Yr Tr 10 Yr Tr
-1
-0.5
0
0.5
1
1.5
2
2.5
3
3.5
4
2003-01-012003-12-172004-12-012005-11-162006-11-012007-10-172008-10-012009-09-162010-09-012011-08-172012-08-012013-07-172014-07-022015-06-172016-06-012017-05-1710-1 Year Rate Spread
January 30, 2018 BOS Retreat Minutes 33
Analysis. Answers.
Inflation: Slowing
23
0.5%
1.0%
1.5%
2.0%
2.5%
3.0%Jan-98Jan-00Jan-02Jan-04Jan-06Jan-08Jan-10Jan-12Jan-14Jan-16CPI Core Inflation Rate
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%Sep-97Sep-99Sep-01Sep-03Sep-05Sep-07Sep-09Sep-11Sep-13Sep-15Sep-17M2 Growth Y-o-Y
January 30, 2018 BOS Retreat Minutes 34
Analysis. Answers.
Frothy Equities
24
0
200
400
600
800
1000
1200
1400
1600
1800
2000
Corporate Profits and Growth
0.00
5.00
10.00
15.00
20.00
25.00
30.00
35.00
40.00
45.00
50.00
Jan-86Jul-88Jan-91Jul-93Jan-96Jul-98Jan-01Jul-03Jan-06Jul-08Jan-11Jul-13Jan-16Shiller P/E Ratio
January 30, 2018 BOS Retreat Minutes 35
Analysis. Answers.
Frothy? Crisis. Crisis? No.
25
-30%
-20%
-10%
0%
10%
20%
30%
40%Jan-80Aug-82Mar-85Oct-87May-90Dec-92Jul-95Feb-98Sep-00Apr-03Nov-05Jun-08Jan-11Aug-13Mar-16Nominal Stock Market Growth (S&P 500)
Smoothed Annual %
10 Year Returns %0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%1988Q11990Q11992Q11994Q11996Q11998Q12000Q12002Q12004Q12006Q12008Q12010Q12012Q12014Q12016Q1Debt to GDP Ratios
Financial Business
January 30, 2018 BOS Retreat Minutes 36
Analysis. Answers.
Slowing Lending
26
-5.0%
0.0%
5.0%
10.0%
15.0%1/1/031/1/051/1/071/1/091/1/111/1/131/1/151/1/17Growth in Direct Bank Loans
Net % Banks Responding Yes Demand Standards
2016Q4 2017Q4 2016Q4 2017Q4
auto loans 16.7 5.0 3.3 9.8
credit card loans 14.9 0.0 0.0 9.1
construction & land development 10.1 -10.0 27.5 2.9
commercial real estate 4.3 -5.6 18.8 4.2
multifamily residential structures 2.9 -18.1 42.0 22.2
C&I loans from large Firms -5.9 -11.3 1.5 -8.5
C&I loans from small firms -1.5 -2.9 -1.5 -8.8
QM jumbo mortgage loans 19.0 -10.9 -6.3 -6.2January 30, 2018 BOS Retreat Minutes 37
Analysis. Answers.
State Economic Performance
27
5 Year Change in Payroll Jobs by State
New Jobs Ann Gr US Share
Utah 226 3.5%1.8%
Nevada 188 3.1%1.5%
Florida 1,207 3.1%9.5%
Idaho 96 3.0%0.8%
Colorado 344 2.9%2.7%
Oregon 228 2.7%1.8%
Washington 401 2.7%3.2%
California 2,038 2.7%16.1%
Georgia 521 2.5%4.1%
Texas 1,425 2.5%11.2%
Arizona 298 2.3%2.3%
South Carolina 220 2.3%1.7%
Tennessee 314 2.3%2.5%
North Carolina 421 2.1%3.3%
Montana 40 1.8%0.3%
-
100,000
200,000
300,000
400,000
500,000
600,000
700,000
<35K 35-65K 65-100k 100K+
California: Change in Employment
by Income (F.T.) 2012-2016
January 30, 2018 BOS Retreat Minutes 38
Analysis. Answers.
Still Strong Indicators
28
$0
$1,000
$2,000
$3,000
$4,000
$5,000
$6,000
$7,000
Q1-00Q3-01Q1-03Q3-04Q1-06Q3-07Q1-09Q3-10Q1-12Q3-13Q1-15Q3-16California Non Residential
Permit Values
-8.0%
-6.0%
-4.0%
-2.0%
0.0%
2.0%
4.0%
6.0%2006:Q12007:Q12008:Q12009:Q12010:Q12011:Q12012:Q12013:Q12014:Q12015:Q12016:Q12017:Q1Real GDP Growth (y-o-y)
US CA
January 30, 2018 BOS Retreat Minutes 39
Analysis. Answers.
Exports / Travel
29
$50,000
$70,000
$90,000
$110,000
$130,000
$150,000
$170,000
$190,000
$210,000
$230,000
200320042005200620072008200920102011201220132014201520162017California Exports (Nominal)
10,000
11,000
12,000
13,000
14,000
15,000
16,000
17,000
18,000
19,000
Jan-07Nov-07Sep-08Jul-09May-10Mar-11Jan-12Nov-12Sep-13Jul-14May-15Mar-16Jan-17California Airport Activity (Arrivals /
Departures)
January 30, 2018 BOS Retreat Minutes 40
Analysis. Answers.
The Big Slowdown
30
0.0%
0.5%
1.0%
1.5%
2.0%
2.5%
3.0%
3.5%
4.0%Jan-11Aug-11Mar-12Oct-12May-13Dec-13Jul-14Feb-15Sep-15Apr-16Nov-16Jun-17State and National Job Growth Nov-17 14-15 15-16 16-17
Inland Empire 1,470,000 4.8%3.4%3.2%
Ventura 309,700 1.5%1.5%2.2%
Sacramento 978,700 3.5%3.1%2.1%
San Francisco 1,125,700 4.9%3.3%2.0%
Fresno 346,000 3.9%3.2%1.7%
San Jose 1,102,100 3.9%2.8%1.7%
Kern 260,400 -0.5%-0.5%1.6%
San Diego 1,457,400 3.2%2.3%1.5%
East Bay 1,162,400 3.5%2.9%1.4%
Stockton 231,300 4.3%2.8%1.4%
Sonoma 203,900 2.8%1.6%1.1%
Orange 1,600,700 3.2%1.6%0.8%
Los Angeles 4,465,200 2.8%2.3%0.8%January 30, 2018 BOS Retreat Minutes 41
Analysis. Answers.
Labor Supply Constraints
31
-0.2%
0.0%
0.2%
0.4%
0.6%
0.8%
1.0%
1.2%
1.4%
1.6%
1.8%Jan-04Feb-05Mar-06Apr-07May-08Jun-09Jul-10Aug-11Sep-12Oct-13Nov-14Dec-15Jan-17California Labor Force Growth
3
4
5
6
7
8
9
10
11
12
13
Jan-90Jan-92Jan-94Jan-96Jan-98Jan-00Jan-02Jan-04Jan-06Jan-08Jan-10Jan-12Jan-14Jan-16Unemployment Rate
January 30, 2018 BOS Retreat Minutes 42
Analysis. Answers.
The Upside of Labor Shortages
32
Number
(Mil)
Median
Income
2016
Change
13-16
Part Rate
2016
Change
13-16
Unemp
2016
Change
13-16
Total 20.96 40,005 10.2%77.1%0.2%5.5%-3.0%
No High
School 3.52 21,558 13.1%65.4%-0.5%8.2%-3.7%
High School 4.26 30,231 10.9%72.6%-0.4%7.0%-4.0%
Some
College 6.14 36,985 3.1%77.4%0.1%5.5%-3.4%
Bachelor 7.03 60,121 9.4%85.4%0.4%3.6%-1.6%
Graduate 82,271
January 30, 2018 BOS Retreat Minutes 43
Analysis. Answers.
Population Shifts
33
-0.4%
-0.2%
0.0%
0.2%
0.4%
0.6%
0.8%
2011 2012 2013 2014 2015 2016
Net Migration (% of Pop) by region
Northeast Region Midwest Region
South Region West Region
Florida 1.51%Ohio -0.05%
Nevada 1.27%Penn -0.06%
Colorado 1.10%Wisconsin -0.08%
Oregon 1.08%Michigan -0.08%
South Carolina 1.04%New Jersey -0.14%
Washington 0.99%Vermont -0.19%
Arizona 0.96%W Virginia -0.26%
Texas 0.90%New York -0.27%
North Dakota 0.79%Mississippi -0.28%
Idaho 0.77%Kansas -0.30%
Delaware 0.66%Connecticut -0.32%
North Carolina 0.66%Wyoming -0.35%
Montana 0.60%New Mexico -0.47%
Georgia 0.54%Illinois -0.58%
Tennessee 0.53%Alaska -0.73%
Net Migration by State 14-16
January 30, 2018 BOS Retreat Minutes 44
Analysis. Answers.
Don’t Go West, Young Man?
34
-0.50%
-0.30%
-0.10%
0.10%
0.30%
0.50%
0.70%
0.90%
1.10%
1.30%
1.50%19751978198119841987199019931996199920022005200820112014Net Migration as a % of Pop
0.00
200.00
400.00
600.00
800.00
1000.00
1200.00
1400.00
Jun-90Aug-92Oct-94Dec-96Feb-99Apr-01Jun-03Aug-05Oct-07Dec-09Feb-12Apr-14Jun-16Home Prices
US CA LA SF
January 30, 2018 BOS Retreat Minutes 45
Analysis. Answers.
New Housing Supply
35
0
5000
10000
15000
20000
25000
30000
35000
40000
45000
Q1-95Q3-96Q1-98Q3-99Q1-01Q3-02Q1-04Q3-05Q1-07Q3-08Q1-10Q3-11Q1-13Q3-14Q1-16New Home Permits
SF MF
How Much Housing Needed?
Housing Needed to maintain 2%
State Job Growth
Method 1
Total 722,022
Per Year 206,674
Current 106,185
Shortfall 100,489
Method 2
Total 911,001
Per Year 263,667
Current 106,185
Shortfall 157,482
January 30, 2018 BOS Retreat Minutes 46
Analysis. Answers.
Employment Cont’d
0
2
4
6
8
10
12
Dec-02Nov-03Oct-04Sep-05Aug-06Jul-07Jun-08May-09Apr-10Mar-11Feb-12Jan-13Dec-13Nov-14Oct-15Sep-16Aug-17Nonfarm Employment
Unemployment Rate
36
1000
1050
1100
1150
1200
1250
1300
1350
1400
Dec-02Jan-04Feb-05Mar-06Apr-07May-08Jun-09Jul-10Aug-11Sep-12Oct-13Nov-14Dec-15Jan-17Household Employment (000s)
January 30, 2018 BOS Retreat Minutes 47
Analysis. Answers.37
East Bay Employment
Industry 2017
Change
(000s)
Annual
Growth (%)
Total Nonfarm 1,155.6 20.7 1.8
Construction 71.3 3.8 5.6
Wholesale Trade 51.3 2.3 4.7
Education/Health 191.4 6.5 3.5
Real Estate 17.6 0.6 3.4
Prof Sci and Tech 98.8 3.1 3.2
Finance and Insurance 41.6 1.3 3.2
Leisure and Hospitality 114.0 2.6 2.3
Government 177.3 3.5 2.0
Other Services 39.9 0.7 1.8
Information 26.8 0.4 1.5
Management 22.7 0.3 1.4
NR/Mining 0.9 0.0 0.0
Manufacturing 89.7 -0.2 -0.2
Logistics 38.5 -0.2 -0.5
Retail Trade 112.5 -2.5 -2.2
Admin Support 61.4 -1.4 -2.2
-8
-6
-4
-2
0
2
4
6
Q3-00 Q4-04 Q1-09 Q2-13 Q3-17
Nonfarm Employment YoY (%)
January 30, 2018 BOS Retreat Minutes 48
Analysis. Answers.
Employment
38
0.0
2.0
4.0
6.0
8.0
10.0
12.0
Unemployment Rate
440000
460000
480000
500000
520000
540000
560000
580000
Labor Force and Growth Rate
January 30, 2018 BOS Retreat Minutes 49
Analysis. Answers.
Contra Costs Industry
39
Industry Q2-17 1 Yr Chg.5 Yr Chg.Location Quotient
Total Employment 367.2 2.3 13.8 -
Admin Support 23.3 15.3 25.6 1.0
Manufacturing 15.6 5.4 -10.9 0.6
Other Svcs.14.5 3.9 19.6 1.1
Education 7.3 3.3 10.6 1.1
Health Care 61 3.0 23.7 1.3
Wholesale Trade 10.6 2.8 28.5 0.7
Leisure and Hospitality 40.8 1.8 22.4 1.0
Government 47 1.0 4.6 0.4
Fin. Svcs. and Real Estate 27.2 1.0 7.2 1.5
Retail Trade 43.3 0.6 5.4 1.2
NR/Construction 25.3 -0.3 30 1.4
Information 8 -0.5 -5.5 0.7
Prof, Sci, Tech, and Mgmt 31.4 -0.9 6.5 1.0January 30, 2018 BOS Retreat Minutes 50
Analysis. Answers.
Taxable Sales & Receipts
40
3.0
3.2
3.4
3.6
3.8
4.0
4.2
$ Millions (SA)Taxable Sales
Category ($Millions)% Change
1 yr 5 yr
Total 41.6 2.7%20.9%
General Consumer Goods 9.3 1.7%4.5%
Autos and Transportation 7.3 1.5%46.3%
Restaurants and hotels 4.8 3.1%39.9%
Fuel and service stations 3.9 10.0%-10.0%
Building and Construction 3.7 9.2%44.5%
Business and Industry 3.5 -6.9%-0.1%
Food and Drugs 2.7 3.9%13.9%
January 30, 2018 BOS Retreat Minutes 51
Analysis. Answers.
Commercial Permitting
41
0
20
40
60
80
100
120
140
160
180
200
$ Thousands (SA)Commercial Permits
0
20
40
60
80
100
120
$ Thousands (SA)Value by Type
Store Office Alterations IndustrialJanuary 30, 2018 BOS Retreat Minutes 52
Analysis. Answers.
Office Market
42
10
12
14
16
18
20
% (SA)Submarket Vacancy Rates
North Contra Costa North I-680
West Contra Costa
15
17
19
21
23
25
27
$ (SA)Submarket Rents
North Contra Costa North I-680
West Contra CostaJanuary 30, 2018 BOS Retreat Minutes 53
Analysis. Answers.
Retail Market
43
20
22
24
26
28
30
32
34
$ (SA)Submarket Rents
Central Contra Costa E Contra Costa
W Contra Costa
0
2
4
6
8
10
12
% (SA)Submarket Vacancy Rates
Contra Costa E Contra Costa W Contra Costa
January 30, 2018 BOS Retreat Minutes 54
Analysis. Answers.44
Residential Real Estate
0
200
400
600
800
1000
1200
1400
1600
0
100
200
300
400
500
600
700
800
Q1-00Q3-01Q1-03Q3-04Q1-06Q3-07Q1-09Q3-10Q1-12Q3-13Q1-15Q3-16ThousandsSingle-Family Homes
Sales Median Price
-30
-20
-10
0
10
20
30
40
50
60
San MateoSan FranciscoSanta ClaraAlamedaMarinOrangeLos AngelesSan DiegoSonomaSan Luis ObispoKingsNapaVenturaTulareContra CostaRiversideSolanoSan BenitoMontereySanta BarbaraSan BernardinoPercent Change from Previous Peak
January 30, 2018 BOS Retreat Minutes 55
Analysis. Answers.
Residential Housing
45
1500
2000
2500
3000
3500
4000
4500
5000
5500
6000
Q1-00Q1-02Q1-04Q1-06Q1-08Q1-10Q1-12Q1-14Q1-16Sales (SA)Home Sales
200
250
300
350
400
450
500
550
600
650
700
Q1-01Q1-03Q1-05Q1-07Q1-09Q1-11Q1-13Q1-15Q1-17$ Thousands (SA)Median Prices
January 30, 2018 BOS Retreat Minutes 56
Analysis. Answers.
Supply is Limited
46
0.00
2.00
4.00
6.00
8.00
10.00
12.00
14.00
Jan-90Mar-92May-94Jul-96Sep-98Nov-00Jan-03Mar-05May-07Jul-09Sep-11Nov-13Jan-16Months of Supply
Alameda Contra Costa
0
2
4
6
8
10
12
14
200520062007200820092010201120122013201420152016Housing Vacancy Rate
January 30, 2018 BOS Retreat Minutes 57
Analysis. Answers.
Rental Markets
47
0
1
2
3
4
5
6
7
0
500
1000
1500
2000
2500
Q3-02Q3-03Q3-04Q3-05Q3-06Q3-07Q3-08Q3-09Q3-10Q3-11Q3-12Q3-13Q3-14Q3-15Q3-16Q3-17Apartment Rent and Vacancy Rates
Rent Vacancy
Q3 -2017 Annual Change
Submarket Rent
Vacancy
Rate Rent (%)
Vacancy
(p.p)
Concord/Martinez 1,814 1.9 1.3%-0.2
East Alameda 2,394 4.9 1.1%2.0
East Contra Costa 1,777 3.6 7.6%1.2
Fremont/Newark/
Union City 2,216 2.5 0.0%0.0
North Alameda 2,486 5.2 0.3%-0.5
San
Leandro/Hayward 2,030 2.3 4.3%0.8
San Ramon/Walnut
Creek 2,386 2.6 2.5%0.1
West Contra Costa 1,978 3.4 2.1%0.0January 30, 2018 BOS Retreat Minutes 58
Analysis. Answers.48
0
100
200
300
400
500
600
700
800
900
Permits Issued (SA)CC Residential Building Permits
Single Family Multi-Family
Permits / Housing
Alameda 599,780 40,076 7.2%
Oakland city 167,027 2,984 1.8%
Contra Costa 410,814 21,680 5.6%
San Francisco 392,823 36,337 10.2%
San Mateo 275,947 9,555 3.6%
Santa Clara 665,098 55,311 9.1%
San Jose city 333,355 31,777 10.5%
5 County 2,344,462 162,959 7.5%
New Jobs 473529
Ratio 2.91
January 30, 2018 BOS Retreat Minutes 59
Analysis. Answers.
Rent Burden and Housing Stock
49
25
26
27
28
29
30
31
32
33
34
35
200520062007200820092010201120122013201420152016%Median Rent as % of Income Single Family
Location 2016
1 Year Change 5 Year Change
Abs.%Abs.%
Contra
Costa 305,280 5,756 1.9%14,234 4.9%
Concord 30,968 -243 -0.8%484 1.6%
Antioch 29,850 -273 -0.9%1,503 5.3%
Richmond 26,025 209 0.8%742 2.9%
Multi-Family
Location 2016
1 Year Change 5 Year Change
Abs.%Abs.%
Contra
Costa 97,621 2,785 2.9%5,887 6.4%
Concord 15,065 -314 -2.0%264 1.8%
Antioch 6,219 1,053 20.4%257 4.3%
Richmond 11,319 -3,596 -24.1%-3,018 -21.1%January 30, 2018 BOS Retreat Minutes 60
Analysis. Answers.
Don’t Just Focus on Affordable Rentals
50
40
42
44
46
48
50
52
54
56
58
60
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
% Renters Spending >30% of Income
on Housing CA 2014 2016 Change
Less than $20k 92.7%92.5%-0.2%
$20k to $35k 89.0%89.2%0.2%
$35k to $50k 67.3%71.9%4.6%
$50k to $75k 41.1%46.1%5.0%
$75k+10.5%11.8%1.3%
All 56.8%55.4%-1.4%
January 30, 2018 BOS Retreat Minutes 61
Analysis. Answers.
Filtering Blockage
51
Renters by Income: Struture Built Before 1970
Metro Household Income
Less than $35,000
Household Income
$35,000 to $74,999
Household Income
$75,000 or More
San Francisco 26.5%22.2%51.2%
East Bay 31.4%32.6%36.0%
San Diego 35.0%33.5%31.5%
Orange 32.4%36.3%31.3%
Los Angeles 40.2%31.7%28.0%
Houston 45.4%31.4%23.2%
Inland Empire 47.5%30.7%21.8%
Phoenix 50.3%28.2%21.5%
Dallas 46.6%33.0%20.4%January 30, 2018 BOS Retreat Minutes 62
Analysis. Answers.
The Big Picture
•Positives: It will be a good year
–GDP Growth Outlook for 2018: 3%
–State revenues will look positive
–Labor markets to remain tight, constraining growth
–Rising wages to put pressure on profits
–Exports, business investment continue to pick up
–California housing shortages will constrain growth locally
•Negatives
–Fed will continue to tighten, yield curve flattening
–Markets looking frothy—watch debt levels
–Consumer savings: entering dangerous waters
–Federal deficit will widen sharply
–Political uncertainty to dominate headlines
52
January 30, 2018 BOS Retreat Minutes 63
Analysis. Answers.
The Great Disconnect
What we are worried about What we should be worried about
53
The Number of Jobs The Number of Workers
Who pays for Healthcare What are we paying for?
Tax Levels Tax Structure
Income Inequality Wealth Inequality
Funded Govt. Liabilities Unfunded Govt. Liabilities
Business Investment A Lack of Public Investment
Inflation Slowing Lending
The Cost of CA Housing The Supply of CA Housing
January 30, 2018 BOS Retreat Minutes 64
Analysis. Answers.54
Economic & Revenue Forecasting
Regional Intelligence Reports
Business & Market Analysis
Real Estate Market Analysis
Ports & Infrastructure Analysis
Economic Impact Analysis
Public Policy Analysis
To view or download this presentation
or for further information, visit:
www.BeaconEcon.com
Contact Christopher Thornberg
Chris@BeaconEcon.com
310-571-3399
Our Services
January 30, 2018 BOS Retreat Minutes 65
Christopher
Thornberg
Christopher
Thornberg
is
Founding
Partner
of
Beacon
Economics,
LLC
and
widely
considered
to
be
one
of
the
nation’s
leading
economists.
He
is
also
Director
of
the
UC
Riverside
School
of
Business
Center
for
Economic
Forecasting
and
Development
and
an
Adjunct
Professor
at
the
School.
An
expert
in
economic
forecasting,
regional
economics,
labor
markets,
economic
policy,
and
real
estate
analysis,
he
was
one
of
the
earliest
and
most
adamant
predictors
of
the
subprime
mortgage
market
crash
that
began
in
2007,
and
of
the
global
economic
recession
that
followed.
Since
2006,
he
has
served
on
the
advisory
board
of
Wall
Street
hedge
fund,
Paulson
&
Co.
Inc.
In
2015,
he
was
named
to
California
State
Treasurer
John
Chiang’s
Council
of
Economic
Advisors,
the
body
that
advises
the
Treasurer
on
emerging
strengths
and
vulnerabilities
within
the
state’s
economy.
From
2008
to
2012,
he
served
as
economic
advisor
to
the
California
State
Controller’s
Office,
and
as
Chair
of
then
State
Controller
John
Chiang’s
Council
of
Economic
Advisors.
A
highly
sought
after
speaker,
Dr.
Thornberg
regularly
presents
to
leading
business,
government,
and
nonprofit
organizations
across
the
globe
including
Chevron,
The
New
Yorker,
City
National
Bank,
REOMAC,
the
California
State
Association
of
Counties,
Colliers
International,
State
Farm
Insurance,
the
City
of
Los
Angeles,
and
the
California
and
Nevada
Credit
Union
League,
among
many
others.
He
has
testified
before
the
U.S.
Congress
House
Committee
on
Financial
Ser vices
on
municipal
debt
issues,
and
before
the
California
State
Assembly
Committee
on
Revenue
and
Taxation
regarding
rule
changes
related
to
Proposition
13.
Dr.
Thornberg
has
been
involved
in
conducting
research
and
developing
analytic
products
for
international
clients
that
explore
the
trade
and
economic
connections
between
the
United
States
and
the
world.
This
has
included
analysis
and
speaking
presentations
regarding
the
impact
that
U.S.
trading
partners
have
on
U.S.
global
competitiveness
for
the
Centre
for
Investor
Education
in
Melbourne
Australia,
the
state
of
U.S.
and
U.K.
housing
markets
for
the
British
Chamber
of
Commerce
in
Hong
Kong,
and
U.S.
and
international
economic
outlooks
and
January 30, 2018 BOS Retreat Minutes 66
-‐2-‐
their
effect
on
global
trade
activity
for
the
African
Cashew
Alliance
in
Cotonou,
Benin.
He
has
also
conducted
a
number
of
special
studies
measuring
the
effect
of
important
events
on
the
economy
including
the
NAFTA
treaty,
the
California
electricity
crisis,
port
security,
California’s
water
transfer
programs,
and
the
terrorist
attacks
of
September
11,
2001.
Dr.
Thornberg
serves
on
the
Residential
Real
Estate
Committee
at
the
University
of
San
Diego’s
Burnham-‐Moores
Center
for
Residential
Real
Estate.
He
is
also
a
panel
member
of
the
National
Association
of
Business
Economists’
quarterly
“Outlook,”
a
contributor
to
the
“Economic
Consensus
Outlook”
published
by
the
Journal
of
Business
Forecasting,
and
a
contributor
to
monthly
economics
polls
published
by
Reuters.
Dr.
Thornberg
also
serves
on
the
boards
of
a
number
of
business,
civic,
and
nonprofit
organizations
including
on
the
Board
of
Directors
of
the
Los
Angeles
Area
Chamber
of
Commerce,
as
an
Executive
Member
of
the
Central
City
Association
(Los
Angeles),
as
a
Business
Leader
Member
of
America's
Edge,
a
nonprofit
organization
focused
on
strengthening
businesses
and
the
economy
through
public
investments
in
youth
and
education,
and
on
the
Advisory
Board
of
the
Asian
Real
Estate
Association
of
America.
He
is
also
a
member
of
the
Los
Angeles
Chapter
of
Lamda
Alpha
International,
the
honorary
society
for
the
advancement
of
land
economics,
and
serves
on
the
Advisory
Committee
of
United
Ways
of
California’s
coming
California
Financial
Stability
Report.
Prior
to
launching
Beacon
Economics
Dr.
Thornberg
was
a
senior
economist
with
UCLA’s
Anderson
Forecast
where
he
regularly
authored
economic
outlooks
for
California,
Los
Angeles,
the
East
Bay,
and
developed
specialized
forecasts
for
a
variety
of
public
and
private
entities.
He
previously
taught
in
the
MBA
program
at
UCLA’s
Anderson
School,
in
the
Rady
School
of
Business
at
UCSD,
and
at
Thammasat
University
in
Bangkok,
Thailand.
He
has
also
held
a
faculty
position
in
the
economics
department
at
Clemson
University.
A
well-‐known
media
commentator,
Dr.
Thornberg
has
appeared
on
CNN
and
NPR
and
is
regularly
quoted
in
major
national
dailies
including
the
Wall
Street
Journal
and
New
York
Times.
Originally
from
upstate
New
York,
Dr.
Thornberg
holds
a
Ph.D
in
Business
Economics
from
The
Anderson
School
at
UCLA,
and
a
B.S.
degree
in
Business
Administration
from
the
State
University
of
New
York
at
Buffalo.
January 30, 2018 BOS Retreat Minutes 67
RECOMMENDATION(S):
ACCEPT report on Budget and Key Issues for FY 2017/18 and beyond.
FISCAL IMPACT:
No fiscal impact. This is an informational report only.
BACKGROUND:
Attached is the report on Budget and Key Issues.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 01/30/2018 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Diane Burgis, 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: January 30, 2018
David J. Twa, County Administrator and Clerk of the Board
of Supervisors
By: Jami Napier , Deputy
cc: Robert Campbell, County Auditor-Controller
D.4
To:Board of Supervisors
From:David Twa, County Administrator
Date:January 30, 2018
Contra
Costa
County
Subject:Board of Supervisors Annual Retreat Budget and Key Issues for FY 2017/18 and Beyond
January 30, 2018 BOS Retreat Minutes 68
CLERK'S ADDENDUM
Public Speakers: Mariana Moore and Cheryl Sudduth from the Budget Justice Coalition. DIRECTED staff to
provide an update on the status of establishing the Countywide Redevelopment Oversight Board and process
for selecting the two appointees, to leave a slot open for the Public Defender if she chooses to make a
presentation at the budget hearing; and REQUESTED the Public Works Director to make a presentation at the
budget hearing.
ATTACHMENTS
Budget & Key Issues
January 30, 2018 BOS Retreat Minutes 69
Contra Costa County UpdateBudget & Key IssuesPresentation to Board of Supervisors January 30, 20181January 30, 2018BOS Retreat Minutes70
2January 30, 2018BOS Retreat Minutes71
Contra Costa CountyFamiliar Budget Drivers and Challenges for 2018 and Beyond•Economic Forecast•State & Federal Budgets•Labor Negotiations•Build Reserves•Fund Infrastructure Needs (Repair & Maintenance)•Fund System Infrastructure •Adequately Fund Public Safety Departments & Health Departments•Public Safety Realignment; AB 109 & Prop 473January 30, 2018BOS Retreat Minutes72
Property Taxes•Median household income higher than statewide median•Less total tax revenue now than at our peak, after adjusting for population and inflation.4Per Capita and inflation adjusted (CSAC Report)January 30, 2018BOS Retreat Minutes73
5Bay Area Unemployment RateNovember, 2017 (Unadjusted)•San Mateo 2.1%•Marin2.2%•San Francisco2.3%•Santa Clara2.6%•Sonoma2.8%•Alameda2.9%•Contra Costa3.1%•Napa3.3%•Solano3.9%•9 County Average 2.8% (3.7% Last Year)January 30, 2018BOS Retreat Minutes74
2017/2018 Achievements•Hired New Department Head•District Attorney, Diana Becton•Budget structurally balanced for 7thyear in a row, built on assumption of 5% increase in assessed valuations, actual AV was 5.7%•Maintained our AAA bond rating from Standard & Poor’s, Contra Costa County “fundamentally sound, and had a stable outlook for the future”•Implemented a new countywide budgeting system, SHERPA, that was used successfully for the development of the $3.5 billion FY 2017-18 budget. The state-of-the-art application includes a robust budget preparation application that includes operating and capital budgeting, in-year budget management, smart database design, and the most comprehensive personnel forecasting engine on the market. Approximately 120 users from county departments were trained on the system.6January 30, 2018BOS Retreat Minutes75
More 2017/2018 Achievements•$100 million lease revenue bond •$10 million for hospital and clinic system projects.•$90 million to refinance existing debt at historically low interest rates (2.33%, saving more than $9 million in today’s dollars)•$100 million lease revenue bond (15 year term at 2.387% interest rate)•$60 million for new County Administration facility, including a structure for additional parking •$40 million for new Emergency Operations Center•$70 million grant from the state to replace beds in the Martinez Detention Facility with a new high-security, 416-bed facility on the campus of the West County Detention Facility. •Facility will include seven high-security housing units, a reentry services complex, a child/parent contact visitation center and a medical/psychiatric services clinic•All of the resources will be available to both men and women7January 30, 2018BOS Retreat Minutes76
•Property taxes declined by over 11% between 2009 and 2012. There were significant increases between 2014 and 2016. Now returning to a more normal increase of around 5% going into the next few years.•Actual Contra Costa County experience:•2009/10 (7.19% decline)•2010/11 (3.38 decline)•2011/12 (0.49% decline)•2012/13 0.86% increase•2013/14 3.45% increase•2014/15 9.09% increase•2015/16 7.53% increase•2016/17 6.01% increase•2017/18 5.78% increase •2018/19 5.00% increase projectedCounty Property Tax8January 30, 2018BOS Retreat Minutes77
Contra Costa Fire District Property Tax•For fire, property taxes declined by over 13% between 2009 and 2013. These taxes then significantly increased between 2014 and 2016. Now returning to a more normal increase of around 5% going into the next few years.•Actual District experience:•2009-10 (7.8%)•2010-11 (2.4%)•2011-12 (1.9%)•2012-13 (1.2%)•2013-14 5.9%•2014-15 9.3%•2015-16 6.9%•2016-17 6.32%•2017-18 5.53%•2018-19 5.00% Increase projected9January 30, 2018BOS Retreat Minutes78
Redevelopment Dissolution•Successor Agency Oversight Boards consolidate into one Countywide Oversight Board effective July 1, 2018•Countywide Oversight Board staffed by the Auditor-Controller via Conservation and Development Department•New Oversight Board Composition includes seven seats•1 member appointed by the county board of supervisors •1 member appointed by the city selection committee established pursuant to Section 50270 of the Government Code. (Contra Costa Mayor’s Conference)•1 member appointed by the independent special district selection committee established pursuant to Section 56332 of the Government Code (Contra Costa Special District’s Association)•1 member appointed by the county superintendent of education to represent schools if the superintendent is elected •1 member appointed by the Chancellor of the California Community Colleges to represent community college districts in the county. •1 member of the public appointed by the county board of supervisors•1 member appointed by the recognized employee organization representing the largest number of successor agency employees in the county. (DCD Conducting Survey of Current Successor Agencies)•Board will need to determine a process for making appointments •Any unfilled seats as of July 15, 2018 can be filled by the Governor10January 30, 2018BOS Retreat Minutes79
Fiscal Year 2017-18General Fund Budgeted Revenue $1.562 Billion11Other Local, $507,851,293, 32%Federal, $282,299,051, 18%State, $337,327,920, 22%General Purpose, $435,035,000, 28%January 30, 2018BOS Retreat Minutes80
FY 2017-18 General Fund Appropriations $1.56 Billion12Salaries and Benefits, 869,530,457, 49%Expenditure Transfers, -114,143,735, -6%Fixed Assets, 26,300,990, 1%Services and Supplies, 524,259,491, 29%Other Charges, 244,066,061, 14%Provisions for Contingencies, 10,000,000, 1%January 30, 2018BOS Retreat Minutes81
FY 17-18 Distribution General Fund Appropriations13Health & Human Services, $851,553,131, 55%General Government, $285,968,650, 18%Law & Justice, $422,491,483, 27%January 30, 2018BOS Retreat Minutes82
FY 2017/18 Mid-year Preliminary StatsBudget Performing As Expected 14Mid-Year 17-18 Mid-Year 16-17 Mid-Year 15-16 Mid-Year 14-15ALL FUNDS Budget Actual Percent Percent Percent PercentExpenditures 3,481,558,504 1,447,820,821 41.6%43.5%40.8%43.5%Revenues3,643,507,424 1,588,664,485 43.6%42.9%44.1%44.0%GENERAL FUNDBudget Actual PercentPercentPercentPercentExpenditures1,597,751,688 598,765,615 37.5%42.5%41.6%43.7%Revenues1,696,879,727 685,030,565 40.4%38.6%38.2%37.1%Wages & Benefits874,009,322 401,679,553 46.0%45.8%46.0%45.9%Services & Supplies580,570,786 222,178,717 38.3%40.3%38.5%41.3%Other Charges245,982,271 99,454,401 40.4%46.7%46.4%51.0%Fixed Assets102,327,058 14,730,620 14.4%14.1%8.5%15.1%Inter-departmental Charges(113,938,956) (53,012,837) 46.5%41.2%48.1%53.2%Contingencies7,929,245 111 0.0%0.0%0.0%0.0%Total Expenses $ 1,696,879,727 $ 685,030,565 40.4%42.5%41.6%43.7%Taxes386,935,000 230,920,844 59.7%63.4%63.7%65.5%Licenses, Permits, Franchises 10,819,467 3,380,656 31.2%21.2%28.0%27.0%Fines, Forfeitures, Penalties 24,643,179 1,880,529 7.6%8.5%7.8%7.0%Use of Money & Property5,282,645 2,576,446 48.8%621.1%10.3%59.9%Federal/State Assistance 578,862,326 191,098,646 33.0%31.9%28.3%29.3%Charges for Current Services253,397,192 98,314,255 38.8%41.8%40.9%31.6%Other Revenue315,311,879 70,594,240 22.4%20.4%28.4%26.7%Total Revenues $ 1,575,251,688 $ 598,765,615 38.0%38.6%38.2%37.1%January 30, 2018BOS Retreat Minutes83
Contract Status15Total Number Contractof Permanent Employees 1Expiration DateBargaining UnitsAFSCME Local 2700, United Clerical, Technical and Specialized Employees 1,590 6/30/2019AFSCME Local 512, Professional and Technical Employees241 6/30/2019California Nurses Association1,067 1/31/20182CCC Defenders Association 73 6/30/2018CCC Deputy District Attorneys’ Association 91 6/30/2018Deputy Sheriff’s Association, Mgmt Unit and Rank and File Unit 839 6/30/2019Deputy Sheriff’s Association, Probation Peace Officers Association243 6/30/2018District Attorney Investigator’s Association 16 6/30/2019IAFF Local 1230300 6/30/2020IHSS SEIU - 20156/30/2018Physicians and Dentists of Contra Costa 275 2/28/20182Professional & Technical Engineers – Local 21, AFL-CIO1,065 6/30/2019Public Employees Union, Local One & FACS Site Supervisor Unit556 6/30/2019SEIU Local 1021, Rank and File and Service Line Supervisors Units886 6/30/2019Teamsters, Local 856 1,707 6/30/2019United Chief Officers' Association12 6/30/2020Western Council of Engineers 26 6/30/2019Management Classified & Exempt & Management Project421 n/aTotal9,408 1 Permanent number of filled Positions as of December 2017 (not FTE)2 Currently in NegotiationsJanuary 30, 2018BOS Retreat Minutes84
Contra Costa County Unemployment Rate2008 - 2017165.4%8.6%11.3%11.1%9.7%8.6%6.9%5.7%4.6%4.3%7.5%10.6%10.5%9.3%8.0%6.5%5.2%4.5%3.9%3.1%0.0%2.0%4.0%6.0%8.0%10.0%12.0%2008 2009 2010 2011 2012 2013 2014 2015 2016 2017JanuaryDecemberJanuary 30, 2018BOS Retreat Minutes85
Infrastructure•Repair; Maintenance; and Development of New Buildings and Technology•In 2020/21 the new administration building and the new EOC will come on line and will reduce the current $272 million backlog by over $30 million•The west county jail reuse will also come on line in 2020/21 and will require new staffing levels, as well as additional mental health providers•To significantly reduce the remaining $242 million cannot be addressed at the current funding of $10 million per year•A 5 year Capital Improvement Plan (CIP) should concentrate on reducing the number of buildings currently owned by the County and consolidating as many of the remaining buildings as possible, including increasing the number of buildings leased as opposed to owned•In 2017 we completed the upgrade to our PeopleSoft system at a cost of $13.6 million (to date) •Over the next 5 years we will need to upgrade our Payroll, Finance and Tax systems at a cost of approximately $15 million for each system •Future of the County Hospital, Clinics, and Health Plan•It will become increasingly difficult to support a stand-alone County Hospital. We will need to look at alternatives17January 30, 2018BOS Retreat Minutes86
Pension Cost Management•Following carefully•Monitoring changes by state and CCCERA board•New PEPRA tiers as of 1/1/2013•No extension of amortization•No change in 5-year smoothing•No change in pooling•Assumed rate of return 7.00%•Active payroll growth of 3.25% per annum •Updates:•FY 2017-18 Recommended Budget -$328 M •Chart includes the final year of debt service for county and fire pension obligation bonds, both of which pay off in FY 2021-2218Actual and Projected* Retirement ExpenseThe chart includes four years of actual data, straight-line projection of current year (based upon six months of actual data), and projection of future years based upon current year wages and actuarial data provided by CCCERA’s actuary (letter dated August 18, 2017) assuming that CCCERA achieves its assumed rate of return each of these years. This data will be updated in March for the FY 2018/19 budget based upon 12/31/2017 CCCERA market impacts.$272$309$282$282$306$308$312$317$314$256$200$220$240$260$280$300$320$340$360FY 13-14ActualFY 14-15ActualFY 15-16ActualFY 16-17ActualFY 17-18Proj.FY 18-19Proj.FY 19-20Proj.FY 20-21Proj.FY 21-22Proj.FY 22-23Proj.MillionsJanuary 30, 2018BOS Retreat Minutes87
Retirements19High numbers of vacant positions due to unprecedented numbers of retirements during calendar year 2011 and 2012 are beginning to recover. Historically March retirements are the highest. Retirement numbers appear to have returned to normal.01002003004005006007002008 2009 2010 2011 2012 2013 2014 2015 2016 20171302211794133081412081741561458566105208815891406483Balance of YearMonth of MarchJanuary 30, 2018BOS Retreat Minutes88
Increase To Full-time-equivalent Positions•After several years of no growth – steady increase has begun•Increase of 1,580 FTE in last five years (8,329 to 9,877)20Note: Budgeted 2017-18 FTE figures are those authorized as of July 1, 2017 including vacanciesActual Actual Actual Actual Actual Actual Budgeted2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-18General Government 728 707 712 728 739 751 775Public Protection2,565 2,565 2,566 2,624 2,637 2,701 2,730Health and Sanitation2,876 2,866 3,014 3,259 3,693 3,855 3,855Public Assistance1,722 1,815 2,106 2,203 2,245 2,089 2,022Eduction175 175 175 178 180 194 194Public Ways and Facilities263263279281284287288Total 8,329 8,391 8,852 9,273 9,778 9,877 9,864January 30, 2018BOS Retreat Minutes89
21Current Recruitments•2018 New Department Heads and Key Staff •Public Works Director•Economic Development Manager•Health Services Director•Chief Assistant County Administrator•Public Information Officer•Chief Information Officer•Assistant Information OfficerJanuary 30, 2018BOS Retreat Minutes90
Community Corrections Partnership•CCP passed a FY 18/19 Budget Recommendation of $27,462,512 in December 2017, an increase of 6% over the current year. PPC to consider in February 2018•CCP budget continues to rely on approximately $2.5 million in 18/19 of CCP fund balance (expenses exceed revenues)•Fund balance use includes year 2 of the annual $500k contribution to Stand Together CoCo, Immigration Rapid Response Program (3 year pilot-project)•Assuming just a 2% increase each year to expenditures over the next 5 years, the County would be required to draw $6.9 million from CCP fund balance to fund AB109 programs over that period•Assuming a FY 18/19 estimated fund balance of $21 million, fund balance would be reduced to $14.1 million at the close of FY 22/23•At $14.1 million, fund balance would be at 47% of FY 22/23 projected expenditures. Goal is 50% of expenditures (Approx. 6 months of operations)22January 30, 2018BOS Retreat Minutes91
23Community Corrections PartnershipJanuary 30, 2018BOS Retreat Minutes92
Contra Costa Fire Protection District•Reasons For Optimism•Settled with Local 1230 and UCOA through 2021•Employer share of pension costs stable and decreasing in 18/19•“Alliance” ambulance program stable (for now)•Station 16 (Lafayette) and 70 (San Pablo) projects close to breaking ground•Reasons For Concern•Property Tax revenue increases slowing •Reducing 18/19 assumption to 5% growth from 6%•Cost of labor contracts •$8.7 million in 18/19 (total three year cost of $23.3 million)•Continued strain on operating fund•Scheduled debt service payments increasing approx. $700k/yr. through 2022•Additional engine company at Station 1 beginning in March 2018•Future staffing of Station 16 once constructed24January 30, 2018BOS Retreat Minutes93
Contra Costas Fire – EMS Transport Fund•Reasons For Optimism•“Alliance” ambulance program stable•Operating revenues exceeding projections (for now)•Initial $3 million borrowing from District operating fund repaid in 17/18•Reasons For Concern•Future of healthcare funding continues to be uncertain•California single payer system?•Affordable Care Act repeal or defunding?•EMS Transport Fund reserve•Goal is 50% of annual cost of ambulance services - $21 million•First Ground Emergency Medical Transportation (GEMT) allocation anticipated at approximately $700,000 (original projection at $5 - $6 million) •EMS Transport Reserve Recommendation•CAO recommends budgeting annual reserve contributions of $2 million /yr. to fund the $21 million goal. •This recognizes that the District has ongoing receivables of approx. $10 million at any given time.25January 30, 2018BOS Retreat Minutes94
Continued Reasons For Optimism•Positive Economic Outlook •California economic outlook stable for next year•AV Revenue up 5.8% for FY 2017/18 and projected to grow by 5% in 2018/19•Positive County Results•Budget structurally balanced for seventh year in a row•Employee wages increased•Over 1,500 new employee positions added in past 5 years •Most departments fully staffed •OPEB managed•Have begun pre-funding infrastructure needs•Fund balance increased•Maintained our AAA bond rating from Standard & Poor’s, and received upgrade on lease bonds from Moody’s (from A1 to aa3) with both agencies commenting on fact that Contra Costa County was “fundamentally sound, and had a stable outlook for the future.”•Pension Obligation Bond matures 6/1/2022 ($47,382,000)26January 30, 2018BOS Retreat Minutes95
Reasons For Concern•Federal and State economy likely to slow or enter recession by 2020•Prop 172 sales tax revenue increases slowing in 2018/19 •Revenues are not projected to keep up with expenditures for 2017/18 nor are they projected to do so for 2018/19 and beyond•Aging technology –Finance & Tax systems•Labor negotiations •CCCERA’s Net Pension Liability is $1.4 Billion (as of 12/31/16) and there is more unfunded liability coming•Increased costs of benefits – pension assumed rate of return is 7.00% - actual returns for 2015 were 2.6%, 2016 returns were 7.4%, 2017 likely to exceed the 7% figure•Economy is driven by technology not labor, social systems are changing, and institutions and leaders struggling to meet the needs of the 21stCentury •Federal government not likely to respond to counties needs •Unreasonable expectations given funding available27January 30, 2018BOS Retreat Minutes96
28Continue Focus On•Focus on current needs but look for long term solutions – five year minimums•Developing staff•Continuing to harness our organizational discipline and innovation •Providing public services that improve the quality of life of our residents and the economic viability of our businessesJanuary 30, 2018BOS Retreat Minutes97
FY 2018-19 Budget Hearing Format•Draft agenda for discussion purposes•Introduction/summary by County Administrator•Departmental presentations:•Sheriff-Coroner•District Attorney•Health Services Director•Employment and Human Services Director•Any suggested changes for this year?•Deliberation•Budget Hearing on April 17th(hearing can be continued if needed)•Budget Adoption on May 8th•The Fire Board will receive a budget presentation on the District’s Budget on April 10. Per the norm the Budget Hearing and Adoption will occur along with the Countywide Budget.29January 30, 2018BOS Retreat Minutes98
30“At Every Crossroads On The Path That Leads To The Future, Tradition Has Placed 10,000 Obstacles To Guard The Past” Maurice Maeterlinck January 30, 2018BOS Retreat Minutes99
RECOMMENDATION(S):
Accept report on Capital Projects.
FISCAL IMPACT:
No fiscal impact. This is an informational report
only.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 01/30/2018 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Diane Burgis, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
Contact: Eric Angstadt, Assistant
County Administrator 925-335-1009
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: January 30, 2018
David J. Twa, County Administrator and Clerk of the
Board of Supervisors
By: Jami Napier, Deputy
cc:
D.5
To:Board of Supervisors
From:David Twa, County Administrator
Date:January 30, 2018
Contra
Costa
County
Subject:Annual Report on Capital Projects
January 30, 2018 BOS Retreat Minutes 100
ATTACHMENTS
New Administration, EOC, and Public Safety Building
Presentation
January 30, 2018 BOS Retreat Minutes 101
BOARD OF SUPERVISORS UPDATE
CONTRA COSTA COUNTY
New Administration Building and
Emergency Operations Center / Public Safety Building
January 30, 2018
01
January 30, 2018 BOS Retreat Minutes 102
Milestone Schedules
Board of Supervisors Update
January 30, 2018
M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D
EOC / PSB
Bridging Documents
Procurement
Design
Construction
PARKING LOT
Design Documents
Procurement
Construction
ADMINISTRATION BUILDING
Bridging Documents
Procurement
Design
Construction
2017 2018 2019 2020
Today
02
January 30, 2018 BOS Retreat Minutes 103
03
•RFQ Issued:
•Proposals due:
•Confidential Interviews:
•Request for Supplemental Information:
•Final Response to RSI due:
•Notice of Award:
•Board Approval:
•Contract and NTP:
Board of Supervisors
January 30, 2018
Design-Build Best Value
Procurement Schedule
October 2, 2017
January 25, 2018
Jan. 31 and Feb. 1
February 2, 2018
February 9, 2018
February 16, 2018
March 20, 2018
March 21, 2018
•Project Completion: July, 2020
January 30, 2018 BOS Retreat Minutes 104
04
•Crime Lab Building Vacated:
•Contractor Notice to Proceed:
•Permit/Mobilization/Start Work:
•Building Abatement/Demo:
•Existing Parking Lot Demo:
•New Parking Lot Construction:
NEW PARKING LOT
Tentative Schedule
*PV Array/Shading Project not anticipated to extend work.
Board of Supervisors
January 30, 2018
January 29, 2018
February 9, 2018
February 16, 2018
February 28, 2018
March 16, 2018
March 30, 2018
•Project Target Completion: July, 2018
January 30, 2018 BOS Retreat Minutes 105
Board of Supervisors Update
January 30, 2018
The Morrow House
05
January 30, 2018 BOS Retreat Minutes 106
Emergency Operations Center
&
Public Safety Building
Board of Supervisors Update
January 30, 201806
January 30, 2018 BOS Retreat Minutes 107
Site Development Plan
•stronger campus environment
•better use of outdoor space
•distinct civic identity for public safety
Board of Supervisors Update
January 30, 201807
January 30, 2018 BOS Retreat Minutes 108
Level 1
ADMINISTRATION
&
WATCH COMMAND
EMERGENCY
SERVICES
DIVISION
LECTURE HALL
Board of Supervisors Update
January 30, 201808
January 30, 2018 BOS Retreat Minutes 109
Level 2
SHERIFF &
COMMAND
STAFF
INTERNAL
AFFAIRS
EMERGENCY
OPERATIONS
CENTER
Board of Supervisors Update
January 30, 201809
January 30, 2018 BOS Retreat Minutes 110
Board of Supervisors Update
January 30, 201810
January 30, 2018 BOS Retreat Minutes 111
New Administration Building
Board of Supervisors Update
January 30, 201811
January 30, 2018 BOS Retreat Minutes 112
Ground Floor Plan
UTILITY
BOARD ROOM
SUPERVISORS
CLERK
CONFERENCEBoard of Supervisors Update
January 30, 201812
January 30, 2018 BOS Retreat Minutes 113
First Floor Plan
HUMAN RESOURCES
LABOR
RELATIONS
OPEN
TO
BELOW
Board of Supervisors Update
January 30, 201813
January 30, 2018 BOS Retreat Minutes 114
Second Floor Plan
COUNTY COUNSEL
Board of Supervisors Update
January 30, 201814
January 30, 2018 BOS Retreat Minutes 115
Third Floor Plan
ADMINISTRATION
BREAK
ROOMINTERVIEW
ROOF
BELOW
Board of Supervisors Update
January 30, 201815
January 30, 2018 BOS Retreat Minutes 116
NORTH FACADE
SOUTH FACADE
Board of Supervisors Update
January 30, 201816
January 30, 2018 BOS Retreat Minutes 117
Animation of Administration
Building
Board of Supervisors Update
January 30, 201817
January 30, 2018 BOS Retreat Minutes 118
QUESTIONS?
Board of Supervisors Update
January 30, 201818
January 30, 2018 BOS Retreat Minutes 119
RECOMMENDATION(S):
ACCEPT report from the Office of Reentry & Justice on the County’s reentry and justice
related programs, including the Government Alliance on Race and Equity (GARE).
FISCAL IMPACT:
No fiscal impact. This is an informational report only.
BACKGROUND:
Lara DeLaney, acting Director of the Office of Reentry & Justice (ORJ); Donté Blue,
Deputy Director of the ORJ; and Dwayne Marsh, Deputy Director Government Alliance on
Race and Equity, will provide the Board of Supervisors with an update on the County’s
reentry and justice related initiatives.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 01/30/2018 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Diane Burgis, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Lara 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: January 30, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Jami Napier , Deputy
cc:
D.6
To:Board of Supervisors
From:David Twa, County Administrator
Date:January 30, 2018
Contra
Costa
County
Subject:Board of Supervisors Annual Retreat Update on Office and Reentry & Justice
January 30, 2018 BOS Retreat Minutes 120
CLERK'S ADDENDUM
Dwayne March presentation attached.
Public Speaker: Debbie Toth from Choice in Aging.
AGENDA ATTACHMENTS
MINUTES ATTACHMENTS
Advancing Racial Equity presentation
ORJ Update presentation
January 30, 2018 BOS Retreat Minutes 121
January 30, 2018 BOS Retreat Minutes 122
January 30, 2018 BOS Retreat Minutes 123
January 30, 2018 BOS Retreat Minutes 124
January 30, 2018 BOS Retreat Minutes 125
January 30, 2018 BOS Retreat Minutes 126
January 30, 2018 BOS Retreat Minutes 127
(ORJ)
Lara DeLaney, acting ORJ Director
Donté Blue, ORJ Deputy Director
January 30, 2018 BOS Retreat Minutes 128
To build on, align, and formalize an office
for the advancement of public safety
realignment, reentry and justice
initiatives in Contra Costa County.
Authorized by the Board of Supervisors as
2.5 year Pilot Project of County
Administrator’s Office; established January
2017.
Community Advisory Board initiated.
2
January 30, 2018 BOS Retreat Minutes 129
Coordinating array of services; facilitating collaborative
efforts around policy development, operational practices
and supportive services;
Advancing knowledge of relevant issues, news, research
and best-practices;
Fostering capacity-building and partnership development;
Conducting the procurement process, contract
management for CBO reentry service providers;
Developing new initiatives and funding opportunities;
Providing project management, staff support;
Supporting legislative advocacy;
Managing data and evaluation of services;
Conducting public outreach, info sharing and community
engagement.
3
January 30, 2018 BOS Retreat Minutes 130
1.ORJ Director, acting
2.ORJ Deputy Director
3.Senior Management Analyst
4.Research & Evaluation Manager:
FY 18 -19
5.Secretary:0.5 FTE shared with CAO
6.Intern/Fellow (stipend)
4
January 30, 2018 BOS Retreat Minutes 131
1.Reentry Strategic Plan Update: What do we want the Reentry System to look
like in 5 years?
2.Pre-Release Planning Project: Developing Individual Reentry Transition Plans
prior to release & warm-handoffs from custody to community.
3.Pre-Trial Services: Providing evidenced-based evaluation and supervision services
since March 2014, with a 62% success rate.
4.Racial Justice Task Force Project: Reducing disproportionate minority contact
with justice system.
5.Youth Justice Initiative (YJI): Youth reentry planning & schoolwide prevention
and intervention pilot projects; federally funded 3-year grant in final year.
6.Central & East Ceasefire Program: Focused Deterrence on gang members; gun
violence reduction.
7.Government Alliance on Race & Equity (GARE): A national network of
government agencies working to achieve racial equity and advance opportunities for all.
8.Stepping Up: A national initiative focused on reducing the number of people with
mental illness in County Jail.
9.Smart Reentry Grant: Focusing services on Transition Aged Youth (TAY) population in
Antioch (collaboration with Probation)
10.CoCo LEAD +: Prop. 47 funded, based in Antioch, to implement new arrest-
diversion protocols and intensive, coordinated services for people with behavioral
health issues, repeatedly arrested for an array of low-level, non-violent charges.
(Collaboration with Antioch Police, the Contra Costa Housing Authority, the
County’s H3, Probation, and CBOs)
5
January 30, 2018 BOS Retreat Minutes 132
State Re-arrested with 3-
Years
Returned to Prison
within 3-Years
California 70%66%
Florida 79%53%
Illinois 77%38%
New York 67%56%
North Carolina 61%48%
Texas 58%26%
6
Source: Fischer 2005
January 30, 2018 BOS Retreat Minutes 133
January 30, 2018 BOS Retreat Minutes 134
2016, 2017 CDCR Report
Men comprised more than 90%; their three-year conviction rate for FY
2011-12 is 55%. For 2012-13 it is 46.8%
The FY 2011-12 three-year conviction rate for women is 46.8%. For
2012-13 it is 37.6%.
Offenders age 18 and 19 have the highest three-year conviction rate of
all age groups. It is 67.3 % for FY 2011-12 and 62.4% for those released
in 2012-13.
The conviction rates of those who received in-prison substance abuse
treatment and completed community-based substance abuse
treatment programs are lower. Those released in 2011-12 have a three-
year conviction rate of 36.7%; 29.2% for those released in 2012-13.
2017 PPIC Report
Contra Costa was the only county to see a reduction for 1-year
rearrest and reconviction rates for both PRCS (prison to
Probation) and 1170(h) (jail to Probation) populations
8
January 30, 2018 BOS Retreat Minutes 135
Public Policy Institute Report (statewide)
Contra Costa saw around 1 percentage point drop in 1-year rearrest
rate, and about 10 percentage point drop in 1-year reconviction rate
9
January 30, 2018 BOS Retreat Minutes 136
Public Policy Institute Report (statewide)
Contra Costa saw around 10 percentage point drop in 1-year rearrest
rate, and about 17 percentage point drop in 1-year reconviction rate
10
January 30, 2018 BOS Retreat Minutes 137
Implemented CAB
recommended AB
109 Community
Programs:
Employment,
Housing,
Mentoring, Family
Reunification, Civil
Legal Services
Developed the
Central-East
County Reentry
Network, managed
by HealthRight360
Opened the
Reentry Success
Center in Nov.
2015
Created a Racial
Justice Task Force
to study racial
disparities in the
County Criminal
Justice System
11
January 30, 2018 BOS Retreat Minutes 138
Innovative
Reentry
Projects:
Richmond
Workforce
Development
Board, Fast
Eddie’s Auto
Training
Capacity
Building Project
On-going
Trainings from
the Central-East
Reentry
Network,
Reentry Success
Center
Salesforce
Implementation
12
January 30, 2018 BOS Retreat Minutes 139
13
Create
Strategic
Plan
•Public
Presentation of
Strategic Plan
•Submit Final
Strategic Plan
Develop
Strategic
Activities
•Identify
Resources
•Develop
Objective-
Specific
Activities
•Define
Performance
Measures
Direction
Setting
•Convene Local
Planning Team
•Create Mission,
Vision, Values
•Develop
Strategic
Approach with
Identified Goals
and Objectives
Needs
Assessment
•Collect
Secondary Data
•Town Hall
meetings
•Update Service
System Map
•Analyze Data
Launch &
Discovery
•Project Launch
•Data Source
Identification
•Preliminary
Data Collection
•Document
Review
Expected Completion In April 2018
January 30, 2018 BOS Retreat Minutes 140
1.Working Groups established in Concord,
Antioch, Pittsburg, and Brentwood/Oakley
2.Pittsburg Sergeant Cassandra Wilkerson
dedicated full-time as Ceasefire Coordinator
3.Outreach List developed (identified as highest
risk for gun violence)
4.Antioch developing a “Night Walk” program
5.Pittsburg planning a “Call-in Notification”
6.Technical assistance from Oakland and
Richmond Ceasefire programs
14
January 30, 2018 BOS Retreat Minutes 141
1.Program Stats
Risk-Based Pre-Trial Release for 892 people to date
64% Success Rate, only 8% arrested for a new crime
2.On the horizon
State legislation to replace money bail with risk
based assessment
New Appeals court ruling requiring a person’s ability
to pay be considered when making money bail
Currently undertaking a “Front-End” system
assessment, to inform program redesign
15
January 30, 2018 BOS Retreat Minutes 142
RJTF launched on April 5, 2017. RJTF meets monthly to identify priorities, review
data, discuss best practices, and develop recommendations related to racial
disparities in criminal and juvenile justice systems and processes in CCC.
5 Community Forums held in Oct.-Nov. 2017. 3 Planned for March 2018.
April –June 2017: Project Launch
o Review of Criminal and Juvenile Justice Systems and Data
o Identification of Initial Priority Areas
July 2017 –Oct. 2017: Focus on Local Law Enforcement
o Review data on juvenile and adult arrest trends to identify disparities
o Discussion of Best Practices
o Development of Preliminary Recommendations
Nov. 2017 –Jan. 2018: Focus on Juvenile Justice
o Review data on County juvenile justice trends to identify disparities
o Discussion of Best Practices
o Development of Preliminary Recommendations
Feb. 2018 –April 2018: Focus on Criminal Justice
o Review data on County criminal justice trends to identify disparities
o Discussion of Best Practices
o Development of Preliminary Recommendations
May 2018 –June 2018: Prioritize and Finalize Recommendations
o Integrate and prioritize preliminary recommendations
o Finalize recommendations
16
January 30, 2018 BOS Retreat Minutes 143
Dwayne Marsh, Deputy Director for Government
Alliance on Race and Equity, will provide his slide
deck.
17
January 30, 2018 BOS Retreat Minutes 144
1.Personnel
A.Research & Evaluation Manager: Need to recruit and fill for
July 1, 2018 start
B.Director of Office of Reentry & Justice: Need to develop job
description, create class, recruit and fill
C.Intern:Recruit, find space
2.Administration
A.Communications and Outreach Program: Develop in
collaboration with Reentry Network & Reentry Success Center
B.Determine outcome of ORJ Pilot Program; final year of Pilot
Project budgeted funding FY 2018-19
C.AB 109 Annual Report
D.Salesforce Administration
E.Racial Equity Action Plan
18
January 30, 2018 BOS Retreat Minutes 145
RECOMMENDATION(S):
Accept report on Contra Costa's Homelessness Continuum of Care.
FISCAL IMPACT:
No fiscal impact. This is an informational report only.
BACKGROUND:
Report on Contra Costa's Homelessness Continuum of Care.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 01/30/2018 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Diane Burgis, District III Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Lavonna Martin (925)
608-6700
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: January 30, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Jami Napier , Deputy
cc: Enid Mendoza, Senior Deputy County Administrator
D.7
To:Board of Supervisors
From:David Twa, County Administrator
Date:January 30, 2018
Contra
Costa
County
Subject:Board of Supervisors Annual Retreat Update on Homeless Continuum of Care
January 30, 2018 BOS Retreat Minutes 146
CLERK'S ADDENDUM
Public Speaker: Jerome Knott from Love a Child Missions
AGENDA ATTACHMENTS
MINUTES ATTACHMENTS
Homelessness presentation
January 30, 2018 BOS Retreat Minutes 147
Presented to the Contra Costa County Board of Supervisors RetreatJanuary 30, 2018cchealth.org/h31January 30, 2018BOS Retreat Minutes148
2January 30, 2018BOS Retreat Minutes149
24% arechronically homeless21% over age 55nearly half are 62+10%of households are families with children56% males45% females16 transgender/don’t identify2/3 report a disabling condition•32% mental health condition•22% chronic health condition3January 30, 2018BOS Retreat Minutes150
District V1360District IV947District III493District II99District I1474EVERYCITY IS AFFECTED BY HOMELESSNESS4January 30, 2018BOS Retreat Minutes151
ON AN IN CONTRA COSTA…More than PEOPLE ARE SLEEPING OUTSIDE in vehicles, tents, or parks.Nearlyadults and children are LIVING IN TEMPORARY SHELTERS.surveyed reported FIRST TIME HOMELESS.At least have been HOMELESS FOR MORE THAN ONE YEAR5January 30, 2018BOS Retreat Minutes152
Lack of housing has been associated with both physical and mental illness.Homelessness has been associated with increased mortality, morbidity, and high utilization of acute care services.There are a small portion of un‐housed individuals that account for a majority of acute care use and cost.6January 30, 2018BOS Retreat Minutes153
Primary Health EmergencyPrimary Health InpatientPrimary Health OutpatientSubstance Use Disorder ServicesPsychiatric EmergencyMental Health InpatientMental Health Outpatient$45Million$13M$32Mn=398 >$25,000n=2772TOTAL CHARGES TO HSD’S HEALTHCARE SYSTEM FY 13‐147January 30, 2018BOS Retreat Minutes154
Homeless HUFY 2013‐20143983326FY 2014‐2015FY 2015‐2016Permanent Supportive Housing78% remained housed8January 30, 2018BOS Retreat Minutes155
Detention admissions dropped 1.7 to 0$61,000 avg. cost/yr. to $33,000PES visits dropped avg. 3.8 to 1 visit ED visit dropped avg. 3.6 to 2.5 visits9January 30, 2018BOS Retreat Minutes156
FY 13‐14: $45M (n=3170)FY 14‐15: $44M (n=3383)FY 15‐16: $118M (n=2970)FY 16‐17:$129M (n=2866)Primary Health EmergencyPrimary Health InpatientPrimary Health OutpatientSubstance Use Disorder ServicesPsychiatric EmergencyMental Health InpatientMental Health OutpatientAmbulanceAncillary Care (ie. SNF, pharmacy)10January 30, 2018BOS Retreat Minutes157
Right‐sizing the system of care Engage partnersTest and evaluate practice and new ideasStretching towards innovation11January 30, 2018BOS Retreat Minutes158
CAREEmergency Shelter and Case ManagementHousing Navigation and Diversion Services12January 30, 2018BOS Retreat Minutes159
Cities of Pleasant Hill, Martinez, Concord, and Walnut Creek. County Public Works Department…and growing.13January 30, 2018BOS Retreat Minutes160
H3 now has qualified requestors!CORE and County Shelter staff have provided:15 referrals2 Approved5 Denied8 PendingBi‐monthly meeting with Behavioral Health Forensics team14January 30, 2018BOS Retreat Minutes161
15January 30, 2018BOS Retreat Minutes162
New Questions Added to 2018 Point in Time SurveyFull evaluation of Coordinated Entry begins March 2018Housing Needs AssessmentData through Whole Person Care16January 30, 2018BOS Retreat Minutes163
$966,000 HUD award17January 30, 2018BOS Retreat Minutes164
City/County$415,000Individual donors$20,000CONTRA COSTA HOUSING SECURITY FUNDCONTRA COSTA HOUSING SECURITY FUNDLAUNCHING 2018Supervisor Andersen commits $10,000Livable Community Trust18January 30, 2018BOS Retreat Minutes165
947 housed…and counting.19January 30, 2018BOS Retreat Minutes166