HomeMy WebLinkAboutMINUTES - 03202018 -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
March 20, 2018
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 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. CONFERENCE WITH LEGAL COUNSEL--EXISTING LITIGATION (Gov. Code, § 54956.9(d)(1))
John Woolery v. City of Concord, et al., United States District Court, Northern District of California, Case No.
C17-06786-SK
1.
Alireza Koochakkhani, et al. v. Contra Costa County, et al., United States District Court, Northern District of
California, Case No. 17-cv-02761 JCS
2.
9:30 A.M. Call to order and opening ceremonies.
Inspirational Thought- "I've learned that people will forget what you said, people will forget what you did, but
people will never forget how you made them feel." ~ Maya Angelou
Present: John Gioia, District I Supervisor; Candace Andersen, District II Supervisor; Diane Burgis, District III Supervisor; KarenMarch 20, 2018 CCC Board of Supevisors Minutes 1
Present: 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
Staff Present:David Twa, County Administrator
There were no Closed Session announcements.
Adjourned today's meeting at 11:40 a.m.
CONSIDER CONSENT ITEMS (Items listed as C.1 through C.46 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.
There were no items removed from consent for discussion.
D. 2 PUBLIC COMMENT (2 Minutes/Speaker)
The following people spoke on conditions at the West County Detention Facility, the Sheriff's
Department contract with ICE for holding detainee's and requesting the resignation of Sheriff
Livingston and an independent investigation:
Gwynne Gilson, Contra Costa Behavioral Health, Melvin Willis, ACCE and Racial Justice Coalition;
David Sharples, ACCE, Racial Justice Coalition; Carol Johnson, resident of Richmond; Karen Perkins,
resident of Walnut Creek; Kathleen Epperson, resident of Walnut Creek; Francisco Torres, ACCE; Jane
Courant, resident of Richmond; Edith Pastrano, ACCE and Racial Justice Coalition; Linda Olvera,
CIVIC; Mercy Garetz, resident of Hercules; LeDemain Flavers, resident of Richmond.
Written commentary was provided by Kenji Yamada, Shirley Kaiser, Kathleen Epperson (attached).
Dr. Harmesh Kumar, clinical psychologist, spoke on mental health funding not utilized, he would like the
matter investigated;
Tina Traum, Pleasant Hill Chamber of Commerce, will be conducting interviews with the members and
local leaders every Tuesday. She invites you to #TinaTuesday and
https://www.pleasanthillchamber.com/blog/tinatuesday
D.3 CONSIDER accepting the Health Services Report on Implementation of Tobacco Control Ordinances to
Protect Youth from Tobacco Influences. (Dan Peddycord, Public Health Director)
Speakers; Margo Connelly, American Cancer Society; Lucky Bralmah, resident of Richmond.
D.4 CONSIDER AWARDING a Design Build-Contract to Hensel Phelps Construction Co., in an amount not
to exceed $95,813,000 for the construction of new Administration Building and a new Emergency Operations
Center (EOC) and Public Safety Building. APPROVE and AUTHORIZE payment of a stipend of $100,000
to Swinerton Builders, a California Corporation in accordance with the Request for Proposals dated October
2, 2017. (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
March 20, 2018 CCC Board of Supevisors Minutes 2
D. 5 CONSIDER reports of Board members.
Chair Mitchoff and Supervisor Andersen attended the March 15, 2018 meeting of the Finance
Committee of the Association of Bay Area Governments (ABAG). ABAG is a partner agency with the
Metropolitan Transportation Commission, and as part of its partnership, transferred some employees
from ABAG to MTC. The Finance Committee noted that the dues paid by city's and county's fell
approximately two million dollars short of covering expenses, and proposes an increased rate assessed to
counties. Contra Costa County's additional assessment for fiscal year 2018-19 would be approximately
$82,000.
Agenda item from the ABAG meeting is attached.
Closed Session
There were no reports from Closed Session.
ADJOURN
Adjourned today's meeting at 11:40 a.m.
CONSENT ITEMS
Road and Transportation
C. 1 APPROVE the Bailey Road/State Route 4 Interchange Non-Infrastructure Project and take related
actions under California Environmental Quality Act, as recommended by the Public Works Director, Bay
Point area. (100% Active Transportation Program Cycle 2 Funds)
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
C. 2 APPROVE and AUTHORIZE the Chair, Board of Supervisors, to execute a contract amendment to
Agreement No. 362 with the Contra Costa Transportation Authority, effective November 1, 2017, to increase
the payment limit by $47,500 to a new payment limit of $802,900, for additional right of way services in
connection to the I-80 San Pablo Dam Road Interchange Project, as recommended by the Public Works
Director, San Pablo area. (100% Contra Costa Transportation Authority Funds)
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
Engineering Services
C. 3 ADOPT Resolution No. 2018/83 accepting completion of improvements for subdivision SD13-09352 for
a project developed by Driftwood Community, LLC as recommended by the Public Works Director, Bay
Point area. (No fiscal impact)
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
C. 4 ADOPT Resolution No. 2018/88 approving the Road Improvement Agreement for development permit
DP15-03040, for a project being developed by Nana Wall System, Inc., as recommended by the Public
Works Director, North Richmond area. (No fiscal impact)
March 20, 2018 CCC Board of Supevisors Minutes 3
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
C. 5 ADOPT Resolution No. 2018/89 approving the Subdivision Agreement (Right-of-Way Landscaping) for
park acceptance PA14-00042 (cross-reference subdivision SD05-08971), for project being developed by Toll
Brothers, Inc., 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
Diane Burgis, District IV Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
C. 6 ADOPT Resolution No. 2018/94 approving and authorizing the Public Works Director, or designee, to
partially close a portion of Fred Jackson Way (northbound lanes only) between Chelsey Avenue and Grove
Avenue, on March 21, 2018 through June 30, 2019 from 6:00 AM through 4:00 PM, for the purpose of
construction logistics, North Richmond area. (No fiscal impact)
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
Special Districts & County Airports
C. 7 ADOPT Resolution No. 2018/99 to vacate three Contra Costa County Flood Control and Water
Conservation District easements in connection to the Marsh Creek flood control channel to Griffith Lane, and
take related actions under the California Environmental Quality Act, as recommended by the Chief Engineer,
Brentwood area. (100% Applicant Fees)
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
Claims, Collections & Litigation
C. 8 DENY claims filed by Michael Dean, Farmers Insurance for John Rossi, Tyler Arron Gregory Revels,
and Deborah Mei Rossi. DENY late claims filed by AAA Insurance for Nader Eghtesad and La'Shurn Ferrell.
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
Statutory Actions
C. 9 ACCEPT Board members meeting reports for February 2018.
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
C. 10 APPROVE Board meeting minutes for February 2018, as on file with the Office of the Clerk of the
Board.
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
Ordinances
March 20, 2018 CCC Board of Supevisors Minutes 4
Ordinances
C. 11 DIRECT the Conservation and Development Director to prepare updates to the County Tree Protection
and Preservation Ordinance (Ch. 816-6) and the Heritage Tree Preservation District Ordinance (Ch. 816-4).
(100% Land Development Fund)
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
C. 12 ADOPT Ordinance No. 2018-9 amending the County Ordinance Code to exclude from the Merit System
the new classification of Chief of Plant Operations-Exempt.
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
Appointments & Resignations
C. 13 ACCEPT the resignations of Kathryn Ames and Steve Birnbaum, DECLARE vacancies in the At Large
#17 and #19 seats on the Advisory Council on Aging, and DIRECT the Clerk of the Board to post the
vacancies as recommended by the Employment and Human Services Director.
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
C. 14 APPOINT Jessica Thomas to the Walnut Creek Local Committee seat on the Advisory Council on
Aging, as recommended by the Employment and Human Services Director.
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
C. 15 REAPPOINT Larry Sweetser to the Technical Expert seat and Darryl Young to the At Large seat on the
Local Enforcement Agency Independent Hearing Panel, as recommended by the Internal Operations
Committee.
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
C. 16 REAPPOINT Eric Brown to the East County City 1 seat on the Affordable Housing Finance
Committee, as recommended by the Conservation and Development Director.
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
Appropriation Adjustments
C. 17 Emergency Services (0362): APPROVE Appropriation and Revenue Adjustment No. 5058 authorizing
new revenue in the Sheriff's Office - Emergency Services (0362) in the amount of $320,000 from the 2016
State Homeland Security Grant Program and appropriating it for the purchase of specialized forensic
equipment in the Sheriff's Office. (100% State) (Consider with C.36)
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
March 20, 2018 CCC Board of Supevisors Minutes 5
Grants & Contracts
APPROVE and AUTHORIZE execution of agreements between the County and the following agencies for
receipt of fund and/or services:
C. 18 APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to apply for
and accept grant funding from the California Employment Development Department in an amount not to
exceed $400,000 for the Supervised Population Workforce Training Program for the period May 1, 2018
through April 30, 2020. (50% Match - AB109 funding)
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
C. 19 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract amendment
with Solano Transportation Authority, to increase the payment limit by $50,000 to a new payment limit of
$938,505, to pay the County for additional right of way services for the I-80/I-680/SR-12 project, as
recommended by the Public Works Director, Fairfield area. (100% Solano Transportation Authority)
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
C. 20 APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to apply for
and accept Workforce Innovation and Opportunity Act Disability Employment Accelerator grant funding in
an amount not to exceed $350,000 from the California Employment Development Department to design,
develop, and implement strategies that accelerate employment and re-employment for people with
disabilities, for the period March 1, 2018 through February 29, 2020. (40% in-kind or cash match)
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
C. 21 APPROVE and AUTHORIZE the Sheriff-Coroner, or designee, to execute a contract with the Oakley
Police Department to reimburse the County for rendition and extradition services for the period May 1, 2018
through April 30, 2021. (100% Reimbursement revenue)
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
APPROVE and AUTHORIZE execution of agreement between the County and the following parties as noted
for the purchase of equipment and/or services:
C. 22 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract with John
K Takata Corp (dba Restoration Management Company) in an amount not to exceed $2,500,000 to provide
fire, water and mold mitigation services, for the period March 1, 2018 through February 28, 2021,
Countywide. (100% General Fund)
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
C. 23 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract
amendment with Stephen Arnold, M.D., effective February 1, 2018, to increase the payment limit by
$127,000 to a new payment limit of $1,602,000 to provide additional cardiology services at Contra Costa
Regional Medical Center and Health Centers, for the period March 1, 2017 through February 29, 2020.
(100% Hospital Enterprise Fund I)
March 20, 2018 CCC Board of Supevisors Minutes 6
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
C. 24 APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to execute a
contract with Metropolitan Van and Storage, Inc., in an amount not to exceed $700,000 to provide archival
records storage, and office furniture and equipment storage, for the period February 1, 2018 through January
31, 2020. (10% County, 48% State, 42% Federal)
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
C. 25 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract
amendment with Neogenomics Laboratories, Inc., effective February 1, 2017, to increase the payment limit by $100,000 to a new
payment limit of $150,000 with no change to the term of September 1, 2016 through August 31, 2019, to provide additional
outside laboratory testing services for Contra Costa Regional Medical Center and Health Centers. (100% Hospital Enterprise
Fund I)
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
C. 26 APPROVE and AUTHORIZE the Animal Services Director, or designee, to execute a contract with
PetData, Inc., in an amount not to exceed $750,000 for online processing of the County's animal licenses for
the period April 1, 2018 through March 31, 2021. (100% License revenue)
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
C. 27 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract
amendment effective April 1, 2018 with James Pak, M.D., Inc., to increase the payment limit by $69,250 to a
new payment limit of $169,000 with no change to the term of September 1, 2015 through August 31, 2018,
to provide additional anesthesiology services at Contra Costa Regional Medical Center and Health Centers.
(100% Hospital Enterprise Fund I)
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
C. 28 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Ronald L. Leon, M.D., Inc., in an amount not to exceed $174,720 to provide outpatient psychiatric services
for County patients in East County for the period April 1, 2018 through March 31, 2019. (100% Mental
Health Realignment)
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
C. 29 APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Health Services
Department, a purchase order with Interline Brands, Inc., in an amount not to exceed $1,500,000 for janitorial
supplies and minor equipment for Contra Costa Regional Medical Center and Health Centers for the period
April 1, 2018 through March 31, 2020. (100% Hospital Enterprise Fund I)
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
C. 30 APPROVE and AUTHORIZE the Director of Risk Management, or designee, to execute a contract
March 20, 2018 CCC Board of Supevisors Minutes 7
C. 30 APPROVE and AUTHORIZE the Director of Risk Management, or designee, to execute a contract
including modified indemnification language with Desktop Alert, Inc., in an amount not to exceed $210,000
to provide a desktop emergency alert notification for County staff for the period December 1, 2017 through
December 31, 2021. (100% User Charges)
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
C. 31 APPROVE and AUTHORIZE the County Administrator, or designee, to terminate the contract with PRI
Management Group, Inc., which provided information technology project management and technical
consultation services, effective at the close of business on March 21, 2018. (100% Restricted fines and
forfeitures revenue)
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
C. 32 APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to execute a
contract amendment with KinderCare Learning Centers, LLC, to increase the payment limit by $183,999 to a
new payment limit of $254,999, to add 16 childcare slots for Early Head Start Childcare Partnership
program services and 16 childcare slots for State General Childcare Development, with no change to the
term of December 1, 2017 through June 30, 2018. (50.2% State, 49.8% Federal)
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
C. 33 APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Employment and
Human Services Director, a blanket purchase order amendment with Sysco Food Services, to extend the term
to August 1, 2014 through December 31, 2020 and increase the payment limit by $790,704 to a new
payment limit of $1,790,704, for food and non-food product items, equipment and supplies. (50% Federal,
50% State)
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
Other Actions
C. 34 CONSENT to the transfer of the limited partner interest in Danville Senior Housing Associates, L.P.,
from Union Bank of California, N. A., to BRIDGE Housing Ventures, Inc., and related actions to refinance
Sycamore Place Apartments in Danville, as recommended by the Conservation and Development Director.
(100% federal funds)
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
C. 35 ACCEPT the 2017 annual Integrated Pest Management Program report, as recommended by the
Transportation, Water and Infrastructure Committee.
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
C. 36 APPROVE and AUTHORIZE the Purchasing Agent or designee to execute, on behalf of the
Sheriff-Coroner, a purchase order with Trailerlogic in the amount of $317,900 for specialized forensic
equipment in the Sheriff's Office. (100% State) (Consider with C.17)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
March 20, 2018 CCC Board of Supevisors Minutes 8
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
C. 37 APPROVE the Autism Behavior Child Development Center Relocation Project and take related actions
under the California Environmental Quality Act, as recommended by the Public Works Director, Concord
area. (100% Hospital Enterprise Funds)
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
C. 38 ACCEPT report on the Auditor-Controller's audit activities for 2017 and APPROVE the proposed
schedule of financial audits for 2018, as recommended by the Internal Operations Committee.
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
C. 39 ACCEPT the 2016/17 annual report from the Public Works Director on the Internal Services Fund for
the County's Vehicle Fleet, as recommended by the Internal Operations Committee.
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
C. 40 APPROVE the 2018-19 Head Start Recruitment and Enrollment Plan and the Community Services
Bureau Admissions Priority Criteria for the early care and education programs, as recommended by the
Employment and Human Services Director.
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
C. 41 REFER to the Finance Committee a proposal by the Public Defender to participate in a regional
undocumented immigration defense program with the San Francisco Public Defender's Office as the lead
agency, as recommended by the 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
C. 42 ADOPT Resolution No. 2018/108 updating and reaffirming the County Debt Management Policy, as
recommended by the County Administrator. (No fiscal impact)
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
C. 43 REFER the issue of Contra Costa County Mental Health Services Act/Proposition 63 Funding to the
Family and Human Services Committee, as recommended by the 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
C. 44 APPROVE and AUTHORIZE the Conservation and Development Director, or designee, to execute
legal documents to loan $2,642,000 of HOME Investment Partnerships Act, and $232,681 of Housing
Opportunity for Persons with HIV/AIDs to SP Commons L.P., and grant $1,000,000 in Community
Development Block Grant funds to St. Paul's Episcopal Church and Resources for Community Development
for the construction of St Paul's Commons in Walnut Creek, and ADOPT related findings under the
California Environmental Quality Act. (100% Federal funds)
AYE: District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor
March 20, 2018 CCC Board of Supevisors Minutes 9
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
C. 45 ADOPT Resolution No. 2018/106 authorizing the issuance of Multifamily Housing Revenue Bonds in
an amount not to exceed $12 million to financing the acquisition and rehabilitation of Antioch Renovations -
Pinecrest Apartments and Terrace Glen Apartments, a 56-unit residential rental housing development,
including 24 units located at 1945 and 1949 Cavallo Road and 32 units located at 104-106 West 20th Street
and 35-107 West 20th Street in the City of Antioch, as recommended by the Conservation and Development
Director. (100% Special Revenue Funds)
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
C. 46 ADOPT Resolution No. 2018/97 authorizing additional hours of operation at the El Cerrito Branch of
the County Library, as recommended by the County Librarian. (100% City of El Cerrito funding)
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
GENERAL INFORMATION
The Board meets in all its capacities pursuant to Ordinance Code Section 24-2.402, including as the Housing
Authority and the Successor Agency to the Redevelopment Agency. Persons who wish to address the Board should
complete the form provided for that purpose and furnish a copy of any written statement to the Clerk.
Any disclosable public records related to an open session item on a regular meeting agenda and distributed by the
Clerk of the Board to a majority of the members of the Board of Supervisors less than 72 hours prior to that meeting
are available for public inspection at 651 Pine Street, First Floor, Room 106, Martinez, CA 94553, during normal
business hours.
All matters listed under CONSENT ITEMS are considered by the Board to be routine and will be enacted by one
motion. There will be no separate discussion of these items unless requested by a member of the Board or a member
of the public prior to the time the Board votes on the motion to adopt.
Persons who wish to speak on matters set for PUBLIC HEARINGS will be heard when the Chair calls for comments
from those persons who are in support thereof or in opposition thereto. After persons have spoken, the hearing is
closed and the matter is subject to discussion and action by the Board. Comments on matters listed on the agenda or
otherwise within the purview of the Board of Supervisors can be submitted to the office of the Clerk of the Board via
mail: Board of Supervisors, 651 Pine Street Room 106, Martinez, CA 94553; by fax: 925-335-1913.
The County will provide reasonable accommodations for persons with disabilities planning to attend Board meetings
who contact the Clerk of the Board at least 24 hours before the meeting, at (925) 335-1900; TDD (925) 335-1915.
An assistive listening device is available from the Clerk, Room 106.
Copies of recordings of all or portions of a Board meeting may be purchased from the Clerk of the Board. Please
telephone the Office of the Clerk of the Board, (925) 335-1900, to make the necessary arrangements.
Forms are available to anyone desiring to submit an inspirational thought nomination for inclusion on the
Board Agenda. Forms may be obtained at the Office of the County Administrator or Office of the Clerk of the Board,
651 Pine Street, Martinez, California.
Applications for personal subscriptions to the weekly Board Agenda may be obtained by calling the Office of the
Clerk of the Board, (925) 335-1900. The weekly agenda may also be viewed on the County’s Internet Web Page:
www.co.contra-costa.ca.us
March 20, 2018 CCC Board of Supevisors Minutes 10
STANDING COMMITTEES
The Airport Committee (Supervisors Diane Burgis and Karen Mitchoff) meets on the second Wednesday of the
month at 11:00 a.m. at Director of Airports Office, 550 Sally Ride Drive, Concord.
The Family and Human Services Committee (Supervisors Candace Andersen and John Gioia) meets on the fourth
Monday of the month at 10:30 a.m. in Room 101, County Administration Building, 651 Pine Street, Martinez.
The Finance Committee (Supervisors Karen Mitchoff and John Gioia) meets on the fourth Monday of the month at
9:00 a.m. in Room 101, County Administration Building, 651 Pine Street, Martinez.
The Hiring Outreach Oversight Committee (Supervisors Candace Andersen and Federal D. Glover) meets on the
first Monday of every other month at 1:00 p.m. in Room 101, County Administration Building, 651 Pine Street,
Martinez.
The Internal Operations Committee (Supervisors Diane Burgis and Candace Andersen) meets on the second
Monday of the month at 1:00 p.m. in Room 101, County Administration Building, 651 Pine Street, Martinez.
The Legislation Committee (Supervisors Karen Mitchoff and Diane Burgis) meets on the second Monday of the
month at 10:30 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 first Monday of the
month at 10:30 a.m. in Room 101, County Administration Building, 651 Pine Street, Martinez.
The Transportation, Water & Infrastructure Committee (Supervisors Karen Mitchoff and Candace Andersen)
meets on the second Monday of the month at 9:00 a.m. in Room 101, County Administration Building, 651 Pine
Street, Martinez.
Airports Committee April 11, 2018 11:00 a.m.See above
Family & Human Services Committee March 26, 2018 10:30 a.m.See above
Finance Committee March 26, 2018 9:00 a.m. See above
Hiring Outreach Oversight Committee April 2, 2018 1:00 p.m.See above
Internal Operations Committee April 9, 2018 1:00 p.m. See above
Legislation Committee April 9, 2018 10:30 a.m. See above
Public Protection Committee April 2, 2018 10:30 a.m. See above
Transportation, Water & Infrastructure Committee April 9, 2018 9:00 a.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.
March 20, 2018 CCC Board of Supevisors Minutes 11
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
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
March 20, 2018 CCC Board of Supevisors Minutes 12
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
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)
March 20, 2018 CCC Board of Supevisors Minutes 13
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
March 20, 2018 CCC Board of Supevisors Minutes 14
RECOMMENDATION(S):
CONSIDER accepting the Health Services Report on Implementation of Tobacco Control Ordinances to
Protect Youth from Tobacco Influences.
FISCAL IMPACT:
A portion of the Prop 99 and Prop 56 funding Contra Costa Health Services receives for its Tobacco
Prevention Program is allocated to coordinating and implementing the new ordinances. Tobacco Retailer
licensing fees, currently $287 per retailer, are also used to conduct outreach, education and compliance
inspections with tobacco retailers on the ordinance amendments and new requirements.
BACKGROUND:
In July 2017, after a comprehensive review of youth tobacco influences in the retail environment and policy
options to address those influences, the Board of Supervisors adopted two ordinances revising County Code
to include 14 policy provisions that would serve to strengthen the County’s ordinance to protect youth from
tobacco influences and to help prevent youth from initiating tobacco use. Of particular concern were the
marketing and availability of youth-friendly flavored tobacco products, small pack sizes of cigars and
cigarillos, and density and location of tobacco retailers, since these contribute largely to youth exposure to
tobacco influences and tobacco use. The Board of Supervisors directed that the new tobacco ordinances
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
Contact: Daniel Peddycord,
925-313-6712
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: , Deputy
cc: Denice Dennis, Tasha Scott, Marcy Wilhelm
D.3
To:Board of Supervisors
From:Anna Roth, Health Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:Report on Implementation of Tobacco Control Ordinances to Protect Youth from Tobacco Influences adopted in July,
2017
March 20, 2018 CCC Board of Supevisors Minutes 15
BACKGROUND: (CONT'D)
be implemented no later than January 1, 2018, and that staff report back on implementation of the new
laws no later than March 2018.
The newly adopted tobacco control provisions are described below.
Under The Tobacco Product and Retail Sales Control Ordinance (incorporated into Chapter 445-2 of
Health and Safety Code):
a) A Tobacco Retailer License is required for all retailers selling traditional and/or emerging tobacco
products, such as newer electronic smoking devices and “liquids” that were not included in the previous
ordinance.
b) The sale of flavored tobacco products, including menthol flavored cigarettes, is prohibited within
1,000 feet of schools, parks, playgrounds and libraries. (These areas are referred to as Youth Sensitive
Areas).
c) The sale of menthol flavored cigarettes is prohibited within 1,000 feet of schools, parks, playgrounds
and libraries.
d) A minimum pack size of ten is required for the sale of cigars, including little cigars and cigarillos.
(Cigars priced at $5 or more, including taxes and fees, are exempt from this provision).
e) Pharmacies are not eligible for a Tobacco Retailer License, and hence, the sale of tobacco products is
prohibited in pharmacies (as of 7/1/18).
f) The number of retailers that can sell tobacco products is capped at the current number of licenses
issued at the adoption of the ordinance.
g) Tobacco retailers are required to check the ID of customers who appear younger than 27 prior to the
sale of tobacco products.
h) Tobacco retailers are required to comply with drug paraphernalia sales laws.
i) Tobacco retailers are required to comply with storefront signage laws.
j) Tobacco retailers who have their license suspended for violation of County, State or Federal law are
required to remove tobacco advertising during the license suspension period.
k) During a license suspension hearing, the time period that is reviewed for prior violations of the license
is 60 months (5 years) when considering the length of a license suspension period under the law.
Under the Tobacco Retailing Businesses Ordinance (Chapter 88-26 of Zoning Code):
l) New tobacco retailers are prohibited from operating within 1,000 feet of schools, parks, playgrounds
and libraries.
m) New tobacco retailers are prohibited from operating within 500 feet of new or existing tobacco
retailers.
n) New “Significant Tobacco Retailers”, including “vape” shops, hookah bars or smoke shops, are
prohibited. (Significant Tobacco Retailers are retailers with 20% or more of floor or display area
dedicated to tobacco products and/or tobacco paraphernalia).
Anticipated implementation activities for the new regulations were reported to the Board of Supervisors
when the new regulations where under discussion. Most of proposed new regulations regarding sales of
tobacco products are included in the Tobacco Retailer Licensing Ordinance, which is administered and
enforced through the County’s Public Health Division. Implementation, including outreach and
education activities, was expected to be integrated into ongoing Tobacco Retailer Licensing
implementation activities conducted by the Tobacco Prevention Program staff. Specifically,
implementation would include:
--Developing educational materials for direct mailing to all existing licensed tobacco retailers, including
information on resources available to address business planning to comply with the new regulations.
--Working with the affected County departments to develop operational protocols and to assure that any
intersecting ordinance requirements are addressed in communications to the public.
March 20, 2018 CCC Board of Supevisors Minutes 16
--Working with the Business License Office to review new license applications for approval and to
provide educational materials through the Business License Office application and renewal mechanisms
to both current and new retailers.
--Updating and maintaining the Tobacco Prevention Program webpages with the new regulations and
educational materials, as well as both State and County information on Tobacco Retailer Licensing and
requirements.
--Conducting site inspections, education and follow-up with owners if stores are not compliant with the
new regulations.
-- Collaborating with the Sheriff’s Office to conduct youth decoy operations for compliance with
PC308a, the ‘no-sales of tobacco products under 21’ law.
-- Continuing to coordinate license suspension hearings for those retailers that have been found to be in
violation of the law.
CHILDREN'S IMPACT STATEMENT:
Tobacco products are still being promoted to children through availability of youth-friendly flavored
tobacco products and inexpensive small packs of these products; exposure to tobacco marketing in the
retail environment; and the sale and marketing of tobacco products near schools and other youth
sensitive areas. Implementation of the new County tobacco prevention ordinances discourage youth from
tobacco use and promote healthier communities, which addresses the following children's outcome:
Communities that are Safe and Provide a High Quality of Life for Children and Families.
CLERK'S ADDENDUM
Speakers; Margo Connelly, American Cancer Society; Lucky Bralmah, resident of Richmond.
AGENDA ATTACHMENTS
Final Report
MINUTES ATTACHMENTS
Correspondence Received
March 20, 2018 CCC Board of Supevisors Minutes 17
March 20, 2018 CCC Board of Supevisors Minutes 18
March 20, 2018 CCC Board of Supevisors Minutes 19
March 20, 2018 CCC Board of Supevisors Minutes 20
March 20, 2018 CCC Board of Supevisors Minutes 21
March 20, 2018 CCC Board of Supevisors Minutes 22
March 20, 2018 CCC Board of Supevisors Minutes 23
March 20, 2018 CCC Board of Supevisors Minutes 24
RECOMMENDATION(S):
AWARD a Design-Build Contract to Hensel Phelps Construction Co., a Delaware General Partnership, in
an amount not to exceed $95,813,000, for the design and construction of a new County Administration
Building and a new Emergency Operations Center (EOC) and Public Safety Building.
APPROVE and AUTHORIZE the County Administrator, or designee, to execute the Design-Build Contract
after the Public Works Director has received the required insurance, bonds, and Guaranty from Hensel
Phelps Construction Co.
AUTHORIZE the County Administrator, or designee, to approve final plans, specifications, and design
documents necessary to implement and construct the Contra Costa County Administration Building and
Emergency Operations Center/Public Safety Building Project described in Project Document 011110
(Summary of Work), Project Document 011114 (Summary of Work – Design Services and Deliverables),
and the Project Bridging Documents.
APPROVE and AUTHORIZE payment of a stipend of $100,000 to Swinerton Builders, a California
Corporation in accordance with the Request for Proposals dated October 2, 2017.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
D.4
To:Board of Supervisors
From:David Twa, County Administrator
Date:March 20, 2018
Contra
Costa
County
Subject:Contract with Hensel Phelps Contruction Company
March 20, 2018 CCC Board of Supevisors Minutes 25
FISCAL IMPACT:
100% General fund.
BACKGROUND:
The County Administration Building at 651 Pine Street was built in the early 1960’s and has exceeded
its useful life. The current building, which houses the County Administrator’s Office, County Counsel’s
Office, Human Resources, Labor Relations, Sheriff’s Administration, Internal Affairs and Recruitment is
out of date for a modern work environment. The floors in the tower portion of the building are small and
cause departments to be broken up among two or three floors. The current EOC is housed in a former
fleet maintenance building. The linear layout is not ideal for emergency operations. There is
approximately $25 million dollars in deferred maintenance on the two facilities.
The County has been looking to replace these two facilities off and on for the past 30 years. The project
began in earnest in May, 2016 with an effort to identify sites and conceptual designs for the two
buildings. On February 7, 2017, the Board approved a downtown Martinez site for the new
Administration Building, and to site the new EOC/Public Safety building directly west of the existing
EOC near the intersection of Glacier and Muir Drives in Martinez. At the same meeting, the Board
authorized the Public Works Director to undertake a two-step Request for Qualifications (RFQ) and
Request for Proposal (RFP) process to solicit design-build contractors to design and build the new
Administration Building and new EOC.
County’s design consultant, RossDrulisCusenbery Architecture, Inc. prepared conceptual design level
documents for the new EOC, and design consultants KMD Architects prepared the same for the new
Administration Building. The Design-Build procurement process began in October, 2017, and the
prequalification process was completed in November, 2017. The project RFP was issued on December
8, 2017. Final proposals were received by the County on January 25, 2018 and the “best value”
evaluation was completed as described below in the Requests for Proposal / Selection Process Section
below.
Request for Qualifications (RFQ):
The Public Works Department released the RFQ on October 2, 2017. The RFQ release was
communicated to known contractors, including those in the Local Vendor Database, advertised in the
Daily Builder and published in the Contra Costa Times. It was posted to the PWD Plan Room which is
accessed via link on the Contra Costa County website under the Contracting Opportunities page. A
Pre-RFQ conference for all interested vendors was held on October 12, 2017.
The RFQ required that a design-build team describe their outreach efforts to include minority business
enterprises, woman-owned business enterprises, and small, local, disabled veterans, and other business
enterprises as part of their subcontractors. The RFQ also required the design-build teams to provide
references from past projects. Specific questions included: quality of personnel and supervision,
adherence to project schedule and budget, timely payment to subcontractors and suppliers, and adequacy
of equipment.
The County received responses from two Design-Build Entities, Hensel Phelps Construction Co. and
Swinerton Builders. The County Administrator’s Office, in coordination with Public Works Department
staff and Vanir Construction Management, Inc. reviewed the information submitted and determined that
both firms met or exceeded the RFQ qualifications requirements.
Request for Proposals / Selection Process:
March 20, 2018 CCC Board of Supevisors Minutes 26
On January 25, 2018 the Public Works Department received proposals from Hensel Phelps Construction
Co. and Swinerton Builders. A five person selection committee consisting of Chief Assistant County
Administrators Eric Angstadt and Tim Ewell, Undersheriff Mike Casten, Capital Projects Division
Manager Ramesh Kanzaria and Ron Mastalski, Project Manager with Vanir Construction Management.
Both proposals were competitive and the selection committee met with each proposing group multiple
times.
On February 2, 2018, the County issued a Request for Supplemental Information (RSI) to the two
Design-Build entities. The purpose of the RSI was to obtain additional information necessary for the
County to determine whether the proposals were responsive, balanced and without defect. Responses to
the RSI were submitted on February 9, 2018.
Upon submission of the information requested in the RSI, the County completed the proposal evaluation
process. The selection committee evaluated the two proposals based on several criteria as outlined in the
RFP Bridging Manual for Design/Build Services, Document 002100 (Request for Proposals from
Bidders), Section 20 (Evaluation Factors), attached to this board order.
In summary, the best value proposal evaluation process included two categories of factors: (1) the
Evaluation Factor Categories evaluated on a “favorable / unfavorable” basis as follows:
A. Green Building Criteria/LEED-NC Silver or Higher
B. Skilled Labor and Safety Record
C. Schedule Compliance - a realistic plan to achieve the Project completion date
and (2) points Evaluation Factor Categories with points assigned as follows:
Subconsultant/Subcontractor Outreach – (10 available points)A.
Bridging Documents Conformance – (20 available points)B.
Design & Construction Qualifications – (25 available points)C.
Best Value Enhancements – (20 available points)D.
Interview / presentation questions – (25 available points)E.
An additional 10 points was available to bidders if all three “favorable / unfavorable” factors were
scored as “favorable.” Each member of the selection team independently filled out a scoring sheet for
each proposal with a maximum of 110 points available. The scores from each panel member were added
together giving a total score for each proposal with a maximum of 550 points. As described in the RFP,
“The qualifying Bidder with the maximum points will be recommended for the award of the Contract.”
The results of the scoring process were Hensel Phelps was the highest rated proposal with 487.25 points,
and Swinerton was second with 457.25 points. Based on their highest scoring proposal, the selection
committee recommends Hensel Phelps Construction Co. as the best value for Contra Costa County
citizens.
The contractor will be required to enter into a Project Labor Agreement in connection with the services
to be performed under the contract.
Project Features
One of the advantages of using a Design Build method of procurement is that the designs can continue
to evolve which allows additional improvements and value to the County as we move forward with the
March 20, 2018 CCC Board of Supevisors Minutes 27
project.
For the Administration Building the following major additions and improvements are part of the
proposed contract:
LEED Gold rating
Building raised five feet to provide extra protection from flooding and sea level rise
Interior grand staircase
For the EOC/Public Safety Building the following major additions and improvements are part of the
proposed contract:
LEED Gold rating
Revised lecture hall architecture to improve the entry of the facility
Increased landscape/hardscape to create an arrival plaza off Glacier Drive
Improvements to existing EOC to allow reuse by Sheriff’s Department including an armory
Both buildings have many other smaller improvements and additions and we expect to improve the
design as we move forward into construction. With the new solar arrays the Board of Supervisors
approved for the parking lot behind 651 Pine Street, both buildings are close to being Zero Net Energy
facilities. Zero Net Energy buildings generate as much energy as they consume in a given year. As we
move forward with the project we will look for additional energy savings in the design, as well as
additional generating opportunities, to see if we can close the remaining gap for each building.
CONSEQUENCE OF NEGATIVE ACTION:
Not approving the contract would the construction of two needed facilities potentially increasing the cost
to construct them in the future.
ATTACHMENTS
Request for Proposals-Section 20 (Evaluation Factors)
2018 PP Presentation-New Buildings
March 20, 2018 CCC Board of Supevisors Minutes 28
CCC Public Works Department - Capital Projects
Administration Building & EOC/PSB
RFP Document - November 2017, Revised per Addenda 2, 3, and 4
REQUEST FOR PROPOSALS FROM BIDDERS
Page 10 of 15 DOCUMENT 002100
as may be requested in this Document 002100 (Request for Proposals from Bidders),
Bidder’s interview, or any other information provided or discovered prior to the Notice of
Award.
19.9 The County may conduct any investigations the County deems necessary to assist it in
its evaluation of any Proposal and to establish the Bidder’s responsibility, qualifications
and financial ability (and that of its proposed subcontractors, suppliers, and other persons
and organizations) to perform and furnish the Work in accordance with the Contract
Documents and Bidder’s Proposal, to County’s satisfaction, and within the prescribed
time. County shall have the right to communicate directly with Bidder’s surety regarding
Bidder’s bonds.
19.10 County will determine at its sole discretion whether a Proposal is responsive and whether
a Bidder is responsible.
19.11 The County will resolve any discrepancies between (a) the indicated sum of any column
of figures and the correct sum of those figures in favor of the correct sum, and (b) written
words and figures, or written words and numerals, in favor of the written words.
20. EVALUATION FACTORS.
20.1 The County will evaluate each Proposal based on two categories of “Factors,” as
described below. The first group of Factors, identified in paragraph 21.2 below, will be
evaluated on a “favorable/unfavorable” basis, with a Bidder needing to achieve a
“favorable” rating for a minimum of any two (2) evaluation factors. Any Bidder not
achieving a favorable rating for a minimum of any two (2) Factors identified in paragraph
21.2 below shall be deemed nonresponsive, and may be ineligible for award of Contract.
Any bidder achieving a “favorable” rating for all three (3) evaluation factors identified in
paragraph 21.2 below, will receive a 10-point scoring bonus. (Points to be added to
scoring outlined in paragraph 21.3 below) The second category of Factors, identified in
paragraph 21.3 below, will all be evaluated on a “points” basis. The qualifying Bidder with
the maximum points will be recommended for award of the Contract.
20.2 The Factors to be evaluated on a “favorable / unfavorable” basis are as follows:
Evaluation Factor Categories
Standing
A. Green Building Criteria/LEED-NC Gold or Higher favorable / unfavorable
B. Skilled Labor and Safety Record favorable / unfavorable
C. Schedule Compliance favorable / unfavorable
A. Green Building Criteria/LEED-NC Gold. Each Bidder whose Proposal demonstrates that
it will achieve all Project green building requirements, including a LEED-NC Rating
System™ Version 4.0 Gold certification (or higher) from the U.S. Green Building Council
shall be deemed favorable. Bidder shall submit its Plan to Achieve Green Building
Criteria/LEED-NC Gold including, without limitation, completed copies of the “Proposed
Green Building Criteria for LEED Rating” and “Proposed Best Value Enhancements” forms
attached hereto, as part of the Bidder’s Proposal.
B. Skilled Labor Availability & Safety Record. Each Bidder who certifies truthfully in
Document 004540 (Bidder Certifications) that (i) it is a party to an agreement with a
registered apprenticeship program approved by the California Apprenticeship Council,
which has graduated apprentices in each of the preceding five years (provided that this
March 20, 2018 CCC Board of Supevisors Minutes 29
CCC Public Works Department - Capital Projects
Administration Building & EOC/PSB
RFP Document - November 2017, Revised per Addenda 2, 3, and 4
REQUEST FOR PROPOSALS FROM BIDDERS
Page 11 of 15 DOCUMENT 002100
graduation requirement shall not apply to programs providing apprenticeship training for
any craft that has been deemed by the Department of Labor and the Department of
Industrial Relations to be an apprenticeable craft in the five years prior to enactment of
Public Contract Code § 20133), and provides a copy of that agreement along with a
certification that it is true and correct and in full force and effect, and (ii) its experience
modification rate for the most recent three-year period is an average of 1.00 or less, and its
average Total Recordable Injury/Illness rate and average lost work rate for the most recent
three-year period do not exceed the applicable statistical standards for its business
category (or if the Bidder is a party to an alternative dispute resolution system as provided
for in Labor Code § 3201.5) shall be deemed “favorable.”
C. Schedule Compliance. Bidder shall provide County with a proposed Project CPM
Schedule in accordance with Section 013216 (Schedules and Reports) showing a realistic
plan to achieve the Project completion date in accordance with Document 005200
(Agreement). Bidders who fail to satisfy the County that it will meet the Project completion
date will receive an unfavorable evaluation for schedule compliance.
20.3 The Factors to be evaluated based on numerical points are as follows:
(110 Points Available - Reference Paragraph 20.1) Available
Number Evaluation Factor Categories Points
1 Subconsultant/Subcontractor Outreach 10
2 Bridging Documents Conformance 20
3 Design & Construction Qualifications 25
4 Best Value Enhancements 20
5 Interview/Presentation Questions 25
Subtotal 100
1. Subconsultant/Subcontractor Outreach (10 points) Bidders whose Proposal
demonstrates that the Project, if designed and constructed as proposed by the Bidder
(including Bidder’s proposed Subconsultant/Subcontractor Procurement Plan), would likely
meet or exceed all of the goals expressed in Document 002219 (Construction Outreach
Program) shall receive the Maximum Points indicated for this Category. Any Bidder whose
Proposal demonstrates, as determined by the County, that the Project, if designed and
constructed as proposed by the Bidder, would likely not meet all of the goals expressed in
Document 002219 but, nevertheless contains good faith documentation as required by
Document 002219, shall receive fewer points.
2. Bridging Documents Conformance (20 points) Bidders shall submit a Bridging Document
Conformance Proposal, containing the elements specified below, for evaluation by the
applicable Review Panel. The elements of that proposal shall be evaluated as follows:
a. Program Review - 20% of total Category points.
b. Project Structural Systems performance for seismic safety - 20% of total
Category points.
c. M/E/P Systems - 20% of total Category points.
d. Building Aesthetics - 20% of total Category points.
e. Sustainable Design/Life-Cycle Costing - 20% of total Category points.
March 20, 2018 CCC Board of Supevisors Minutes 30
CCC Public Works Department - Capital Projects
Administration Building & EOC/PSB
RFP Document - November 2017, Revised per Addenda 2, 3, and 4
REQUEST FOR PROPOSALS FROM BIDDERS
Page 12 of 15 DOCUMENT 002100
3. Design & Construction Qualifications (25 points) Bidders shall submit a separate
proposal with their team qualifications (see paragraph 19.1 above). The elements of that
proposal shall be evaluated as follows:
a. Similar Project Experience - 15% of total Category points.
b. Bidder Financial Strength - 15% of total Category points.
c. Project Management Team - 25% of total Category points.
d. County Administration & EOC/PSB Experience - 20% of total Category points.
e. Integrated Team - 25% of total Category points.
4. Best Value Enhancements (20 points) Bidders shall complete one Best Value
Enhancement Form for each proposed Enhancement and include it as part of its Proposal.
Bidders shall include a listing of each Project enhancement measure they commit to include
in the Contract Sum identified in Article 3. The enhancements shall provide measures and
other items beyond the minimum requirements specified in the Bridging Documents. County
shall evaluate each Bidder’s Best Value Enhancement Forms to determine the points for this
Category. Bidder’s failure to submit Best Value Enhancement Forms or provide any Project
enhancements will result in the Bidder’s receipt of zero (0) points for this Category. County
will determine the appropriate Bidder points based on the supplied information. Each
measure shall be listed in one of the following subcategories. In addition, Bidder shall
provide the full cost associated with each proposed measure and a short description of the
measure’s Project benefit(s) and value enhancement in the supplied Best Value
Enhancement Form. The respective subcategory weighting is as follows:
a. Sustainable Design/Life-Cycle Cost - 20% of the total Category points. Specify
Bidder’s creative design approaches to improve upon the life-cycle costs.
b. M/E/P Systems Upgrades - 30% of total Category points. Specify the additional
measures to be provided by Bidder beyond the Project requirements.
c. Schedule - 30% of total Category points. Specify Bidder’s guaranteed completion
date for the project and the number of calendar days in advance or beyond the
Project’s official completion date. Provide a short narrative on Bidder’s plan and any
associated cost for achieving the proposed accelerated completion date.
d. Other - 20% of total Category points. Specify Bidder’s creative design or construction
approaches to improve upon the overall character, quality, or functionality of the
buildings that don’t fall into the sub-categories listed above.
5. Interview/Presentation (25 points) Following the County’s technical review of each
Proposal, Bidders will be invited to present their Proposals to the County. During that
Interview/Presentation, the County may, at its discretion, award up to twenty-five (25) points
based on its determination that a Proposal will provide the Best Value to the County for the
design and construction of the Project.
21. NOTICE OF INTENT TO AWARD; PROPOSAL PROTEST. If County issues Document 005100
(Notice of Intent to Award), County will use reasonable effort to deliver by electronic mail a copy
thereof to all Bidders who submitted satisfactory Proposals no later than the first Business Day
after issuance, although any delay or failure to do so will not extend the Proposal protest
deadline. Any Proposal protest must be submitted in writing to Ramesh Kanzaria at Contra Costa
County Department of Public Works at the address in Article 2 (Contact Information) above,
before 2:00 p.m. (with the time determined by the time-stamp procedure described in Article 1
(Receipt of Proposals from Bidders) above) of the fifth (5th) Business Day following issuance of
Document 005100. Protests must conform to the following:
21.1 The initial protest document must contain a complete statement of the specific basis (or
bases) for the protest.
March 20, 2018 CCC Board of Supevisors Minutes 31
BOARD OF SUPERVISORS
CONTRA COSTA COUNTY
New Administration Building and
Emergency Operations Center / Public Safety Building
March 20, 2018
01
March 20, 2018 CCC Board of Supevisors Minutes 32
Emergency Operations Center
&
Public Safety Building
Board of Supervisors Update
March 20, 201802
March 20, 2018 CCC Board of Supevisors Minutes 33
Level 1
ADMINISTRATION
&
WATCH COMMAND
EMERGENCY
SERVICES
DIVISION
LECTURE HALL
03
Board of Supervisors Update
March 20, 2018March 20, 2018 CCC Board of Supevisors Minutes 34
SHERIFF &
COMMAND
STAFF
INTERNAL
AFFAIRS
EMERGENCY
OPERATIONS
CENTER
04
Level 2
Board of Supervisors Update
March 20, 2018March 20, 2018 CCC Board of Supevisors Minutes 35
05
Elevations
SOUTH
EAST
NORTH
Board of Supervisors Update
March 20, 2018March 20, 2018 CCC Board of Supevisors Minutes 36
06
Board of Supervisors Update
March 20, 2018March 20, 2018 CCC Board of Supevisors Minutes 37
New Administration Building
07
Board of Supervisors Update
March 20, 2018March 20, 2018 CCC Board of Supevisors Minutes 38
08
Board of Supervisors Update
March 20, 2018March 20, 2018 CCC Board of Supevisors Minutes 39
Ground Floor Plan
09
Board of Supervisors Update
March 20, 2018March 20, 2018 CCC Board of Supevisors Minutes 40
Second Floor Plan
10
Board of Supervisors Update
March 20, 2018March 20, 2018 CCC Board of Supevisors Minutes 41
Third Floor Plan
11
Board of Supervisors Update
March 20, 2018March 20, 2018 CCC Board of Supevisors Minutes 42
Fourth Floor Plan
12
LEVEL 4 FLOOR PLAN
Board of Supervisors Update
March 20, 2018March 20, 2018 CCC Board of Supevisors Minutes 43
NORTH ELEVATION
13
SOUTH ELEVATION
Board of Supervisors Update
March 20, 2018March 20, 2018 CCC Board of Supevisors Minutes 44
14
Board of Supervisors Update
March 20, 2018
Height Comparison
KEY PLAN
Old Jail and Annex
(County Finance Building Beyond)
March 20, 2018 CCC Board of Supevisors Minutes 45
QUESTIONS?
15
Board of Supervisors Update
March 20, 2018March 20, 2018 CCC Board of Supevisors Minutes 46
RECOMMENDATION(S):
APPROVE the Bailey Road/State Route 4 Interchange Non-Infrastructure Project (Project), [County
Project No.0662-6R4121/Federal Proj. No.ATPLNI-5928(147), DCD-CP#18-03] (District V).
DETERMINE that the activity is not subject to the California Environmental Quality Act
(CEQA), pursuant to Article 5, Section 15061(b)(3) of the CEQA Guidelines, and
DIRECT the Director of Department of Conservation and Development to file a Notice of
Exemption with the County Clerk, and
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Laura Cremin, (925)
313-2015
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: March 20, 2018
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:Brian M. Balbas, Public Works Director/Chief Engineer
Date:March 20, 2018
Contra
Costa
County
Subject:APPROVE the Bailey Road/State Route 4 Interchange Non-Infrastructure Project and take related actions under
CEQA, Bay Point area.
March 20, 2018 CCC Board of Supevisors Minutes 47
RECOMMENDATION(S): (CONT'D)
AUTHORIZE the Public Works Director or designee to arrange for payment of a $25 fee to the
Department of Conservation and Development for processing, and a $50 fee to the County Clerk for
filing the Notice of Exemption.
FISCAL IMPACT:
Estimated Project cost: $60,000. 100% Active Transportation Program (ATP) Cycle 2 Funds.
BACKGROUND:
On December 5, 2017 the Contra Costa County Board of Supervisors approved the Bailey Road/State
Route 4 Interchange Pedestrian and Bicycle Improvement Project. To further improve safety in the area,
a marketing campaign is proposed (pedestrian and bicycle safety campaign) within the Community of
Bay Point, and specifically at Bel Air Elementary School. The purpose is to provide education,
encouragement, enforcement, and related activities in the community. An analysis of collision history
and commuter behavior across Contra Costa County identified Bay Point as a target area because it had
the highest pedestrian and bicycle collision rate.
Contra Costa Health Services (CCHS) will work with the Contra Costa Public Works Department,
BART, and community members to develop a specific message on safe driving, walking, and cycling.
CCHS will develop outreach materials (such as posters and promotional handouts) and run two
community events (such as a bicycle rodeo and helmet giveaway). Bel Air Elementary School will be
involved in a Safe Routes to School Program. The CCHS will continue to meet with the school principal
and parents to promote active transportation and plan for International Walk to School Day. CCHS will
perform walk audits with parents as well as develop parent volunteer programs such as a walking school
bus (a group of children walking with one or more adult). Two in-class safe walking and bicycling
presentations will be performed each year for students.
CONSEQUENCE OF NEGATIVE ACTION:
Delay in approving the project may jeopardize funding for the community pedestrian and bicycle safety
campaign.
ATTACHMENTS
CEQA document
March 20, 2018 CCC Board of Supevisors Minutes 48
March 20, 2018 CCC Board of Supevisors Minutes 49
March 20, 2018 CCC Board of Supevisors Minutes 50
March 20, 2018 CCC Board of Supevisors Minutes 51
March 20, 2018CCC Board of Supevisors Minutes52
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Chair, Board of Supervisors, to execute Amendment No. 3 to Agreement
No. 362 with Contra Costa Transportation Authority (CCTA) to increase the payment limit paid to Contra
Costa County (County) by $47,500 to a new total of $802,900, effective November 1, 2017, in connection
with the I-80 San Pablo Dam Road Interchange Project, San Pablo Area. Project No. 4660-6X4170
FISCAL IMPACT:
100% CCTA funds. CCTA will pay the actual costs of right way services performed by the Real Estate
Division, up to the payment limit as amended.
BACKGROUND:
CCTA requires a variety of right of way services related to the I80 San Pablo Dam Road Interchange
Improvement project but has no right of way staff and has contracted with the County for these services. On
December 4, 2012, the Board approved the original agreement between the County and CCTA. The parties
now wish to modify the scope of services to include additional
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Karen Laws, 925.
313-2228
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board
of Supervisors on the date shown.
ATTESTED: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Auditor-Contoller, Jeff Carlton, PW Finance (w/enc.), Susan Miller, CCTA (w/enc.)
C. 2
To:Board of Supervisors
From:Brian M. Balbas, Public Works Director/Chief Engineer
Date:March 20, 2018
Contra
Costa
County
Subject:APPROVE a contract amendment with CCTA in connection to the I80 San Pablo Dam Road Interchange
Improvement Project, District I.
March 20, 2018 CCC Board of Supevisors Minutes 53
BACKGROUND: (CONT'D)
right of way services required for the pedestrian overcrossing, the sale of surplus properties, property
management and additional maintenance clean-up, processing property taxes, and file close out and
transfer to Caltrans.
CONSEQUENCE OF NEGATIVE ACTION:
CCTA will not be able to contract for the County’s right of way services.
AGENDA ATTACHMENTS
CCTA Contract Amendment No. 3
MINUTES ATTACHMENTS
Signed: CCTA Contract Amendment No. 3
March 20, 2018 CCC Board of Supevisors Minutes 54
March 20, 2018 CCC Board of Supevisors Minutes 55
March 20, 2018 CCC Board of Supevisors Minutes 56
March 20, 2018 CCC Board of Supevisors Minutes 57
March 20, 2018 CCC Board of Supevisors Minutes 58
RECOMMENDATION(S):
ADOPT Resolution No. 2018/83 accepting completion of improvements for subdivision SD13-09352 for a
project developed by Driftwood Community, LLC as recommended by the Public Works Director, Bay
Point area. (District V)
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
The developer has completed the improvements per the Subdivision Agreement, and in accordance with the
Title 9 of the County Ordinance Code.
CONSEQUENCE OF NEGATIVE ACTION:
The completion of improvements will not be accepted.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Lori Leontini
(925)313-2352
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Jocelyn LaRocque, Renee Hutchins, Records, Sherri Reed, chris.lau, Maintenance, Chris Hallford, Mapping, Cece Sellgren, Watershed Program, Flood Control, Lori
Leontini, Michael Mann, Finance, T-03/13/2018, Driftwood Community, LLC, Developers Surety and Indemnity Company
C. 3
To:Board of Supervisors
From:Brian M. Balbas, Public Works Director/Chief Engineer
Date:March 20, 2018
Contra
Costa
County
Subject:Accepting completion of public improvements for subdivision SD13-09352, Bay Point area.
March 20, 2018 CCC Board of Supevisors Minutes 59
AGENDA ATTACHMENTS
Resolution No. 2018/83
Bond Rider
MINUTES ATTACHMENTS
Signed: Resolution No.
2018/83
March 20, 2018 CCC Board of Supevisors Minutes 60
Recorded at the request of:Lori Leontini (925)313-2352
Return To:Simone Saleh (925)313-2170
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 03/20/2018 by the following vote:
AYE:John Gioia, District I SupervisorCandace Andersen, District II SupervisorDiane Burgis, District III SupervisorKaren Mitchoff, District
IV SupervisorFederal D. Glover, District V Supervisor
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2018/83
IN THE MATTER OF accepting completion of improvements for subdivision SD13-09352 for a project developed by Driftwood
Community, LLC as recommended by the Public Works Director, Bay Point area. (District V)
WHEREAS, the Public Works Director has notified this Board that the improvements in subdivision SD13-09352 have been
completed as provided in the Subdivision Agreement with Driftwood Community, LLC, heretofore approved by this Board in
conjunction with the filing of the Subdivision Map.
WHEREAS, these improvements are approximately located near Driftwood Drive.
NOW, THEREFORE, BE IT RESOLVED that the improvements have been COMPLETED as of March 13, 2018 thereby
establishing the six-month terminal period for the filing of liens in case of action under said Subdivision Agreement:
DATE OF AGREEMENT: February 14, 2017
NAME OF SURETY: Developers Surety and Indemnity Company
BE IT FURTHER RESOLVED the payment (labor and materials) surety for $866,500, Bond No. 651213S issued by the above
surety be RETAINED for the six month lien guarantee period until September 13, 2018, 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 widening of Driftwood Drive is ACCEPTED and DECLARED to be a County road as
shown and dedicated for public use on the map of subdivision SD13-09352 filed February 23, 2017, in Book 532 of FINAL
Maps at page 01, Official Records of Contra Costa County, State of California.
BE IT FURTHER RESOLVED that the beginning of the warranty period is hereby established, and the $18,000.00 cash deposit
(Auditor's Deposit Permit No. 729170, dated January 31, 2017) made by Driftwood Community, LLC, and the
performance/maintenance surety bond rider for $1,715,000.00, Bond No. 651213S issued by Developers Surety and Indemnity
Company be RETAINED pursuant to the requirements of Section 94-4.406 of the Ordinance Code until release by this Board.
March 20, 2018 CCC Board of Supevisors Minutes 61
Contact: Lori Leontini (925)313-2352
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Jocelyn LaRocque, Renee Hutchins, Records, Sherri Reed, chris.lau, Maintenance, Chris Hallford, Mapping, Cece Sellgren, Watershed Program, Flood
Control, Lori Leontini, Michael Mann, Finance, T-03/13/2018, Driftwood Community, LLC, Developers Surety and Indemnity Company
March 20, 2018 CCC Board of Supevisors Minutes 62
March 20, 2018 CCC Board of Supevisors Minutes 63
March 20, 2018 CCC Board of Supevisors Minutes 64
March 20, 2018 CCC Board of Supevisors Minutes 65
March 20, 2018 CCC Board of Supevisors Minutes 66
March 20, 2018 CCC Board of Supevisors Minutes 67
RECOMMENDATION(S):
ADOPT Resolution No. 2018/88 approving the a Road Improvement Agreement for development permit
DP15-03040, for a project being developed by Nana Wall Systems, Inc., North Richmond area. (District I)
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
Development permit DP15-03040 has been reviewed and processed by Public Works staff and meets all
applicable conditions of approval regarding roadway improvements.
CONSEQUENCE OF NEGATIVE ACTION:
The Road Improvement Agreement will not be approved.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Craig Standafer
(925)313-2018
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Jocelyn LaRocque, Sherri Reed, Adrian Veliz -DCD , Craig Standafer, Engineering Services, T-12/20/18
C. 4
To:Board of Supervisors
From:Brian M. Balbas, Public Works Director/Chief Engineer
Date:March 20, 2018
Contra
Costa
County
Subject:Approve the Road Improvement Agreement for development permit DP15-03040, for a project developed by Nana
Wall Systems, Inc., North Richmond area.
March 20, 2018 CCC Board of Supevisors Minutes 68
AGENDA ATTACHMENTS
Resolution No. 2018/88
Road Improvement Agreement
MINUTES ATTACHMENTS
Signed: Resolution No.
2018/88
March 20, 2018 CCC Board of Supevisors Minutes 69
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 03/20/2018 by the following vote:
AYE:5
John Gioia
Candace Andersen
Diane Burgis
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2018/88
IN THE MATTER OF approving the Road Improvement Agreement for development permit DP15-03040, for a project being
developed by Nana Wall Systems, Inc., as recommended by the Public Works Director, North Richmond area. (District I)
WHERE AS, the following documents were presented for Board approval this date:
The Road Improvement Agreement with Nana Wall Systems, Inc., principal, whereby said principal agrees to complete all
improvements as required in said Road Improvement Agreement within 2 years from the date of said agreement. Improvements
generally consist of roadway improvements.
Said document was accompanied by the following:
Security to guarantee the completion of a Road Improvement Agreement as required by Titles 8 and 9 of the County Ordinance,
as follows:
I. Cash Deposit Amount: $1,500.00
Auditor's Deposit Permit No. 755881 Dated: February 16, 2018
Submitted by: Ahmad Nana
II. Cash Bond
Auditor’s Deposit Permit No. 755881 Date: February 16, 2018
Performance Amount: $135,500
Labor & Materials Amount: $68,500
All deposit permits are on file with the Public Works Department.
NOW THEREFORE, BE IT RESOLVED that said Road Improvement Agreement is APPROVED.
Contact: Craig Standafer (925)313-2018
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Jocelyn LaRocque, Sherri Reed, Adrian Veliz -DCD , Craig Standafer, Engineering Services, T-12/20/18
March 20, 2018 CCC Board of Supevisors Minutes 70
March 20, 2018 CCC Board of Supevisors Minutes 71
March 20, 2018 CCC Board of Supevisors Minutes 72
March 20, 2018 CCC Board of Supevisors Minutes 73
March 20, 2018 CCC Board of Supevisors Minutes 74
RECOMMENDATION(S):
ADOPT Resolution No. 2018/89 approving the Subdivision Agreement (Right-of-Way Landscaping) for
park acceptance PA14-00042 (cross-reference subdivision SD05-08971), for a project being developed by
Toll Brothers, Inc., as recommended by the Public Works Director, San Ramon (Dougherty Valley) area.
(District II)
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
Park acceptance PA14-00042 (cross-reference subdivision SD05-08971) has been reviewed and processed
by Public Works staff and meets all applicable conditions of approval regarding landscape improvements.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Lori Leontini
(925)313-2352
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Jocelyn LaRocque, Dante Morabe- Design & Construction, Lori Leontini, T- 02/20/2020, Toll Brothers, Inc, Western Surety Company
C. 5
To:Board of Supervisors
From:Brian M. Balbas, Public Works Director/Chief Engineer
Date:March 20, 2018
Contra
Costa
County
Subject:Approve the Subdivision Agreement (Right-of-Way Landscaping) for park acceptance PA14-00042, San Ramon
(Dougherty Valley) area.
March 20, 2018 CCC Board of Supevisors Minutes 75
CONSEQUENCE OF NEGATIVE ACTION:
The Subdivision Agreement (Right-of-Way Landscaping) will not be approved.
AGENDA ATTACHMENTS
Resolution No. 2018/89
Subdivision Agreement & Bond Agreement
MINUTES ATTACHMENTS
Signed: Resolution No. 2018/89
March 20, 2018 CCC Board of Supevisors Minutes 76
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 03/20/2018 by the following vote:
AYE:5
John Gioia
Candace Andersen
Diane Burgis
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2018/89
IN THE MATTER OF approving the Subdivision Agreement (Right-of-Way Landscaping) for park acceptance PA14-00042
(cross-reference subdivision SD05-08971), for project being developed by Toll Brothers, Inc., 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:
A Subdivision Agreement (Right-of-Way Landscaping) with Toll Brothers, Inc., principal, whereby said principal agrees to
complete all improvements as required in said Subdivision Agreement (Right-of-Way Landscaping) within two years from the
date of said agreement.
Said document was accompanied by the following:
Security to guarantee the completion of right-of-way landscaping as required by Titles 8 and 9 of the County Ordinance, as
follows:
I. Cash Deposit Amount $7,000.00
Auditor’s Deposit Permit No. 695177 Date: October 6, 2015
Submitted by: Toll Brothers, Inc.
II. Surety Bond
Bond Company: Western Surety Company
Bond Number: 58727561 Date: August 11, 2015
Performance Amount: $628,000.00
Labor & Materials Amount: $318,000.00
Principal: Toll Brothers, Inc.
All deposit permits are on file with the Public Works Department.
NOW, THEREFORE, BE IT RESOLVED that said Subdivision Agreement (Right-of-Way Landscaping) is APPROVED.
Contact: Lori Leontini (925)313-2352
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Jocelyn LaRocque, Dante Morabe- Design & Construction, Lori Leontini, T- 02/20/2020, Toll Brothers, Inc, Western Surety Company
March 20, 2018 CCC Board of Supevisors Minutes 77
March 20, 2018 CCC Board of Supevisors Minutes 78
March 20, 2018 CCC Board of Supevisors Minutes 79
March 20, 2018 CCC Board of Supevisors Minutes 80
March 20, 2018 CCC Board of Supevisors Minutes 81
March 20, 2018 CCC Board of Supevisors Minutes 82
March 20, 2018 CCC Board of Supevisors Minutes 83
March 20, 2018 CCC Board of Supevisors Minutes 84
March 20, 2018 CCC Board of Supevisors Minutes 85
March 20, 2018 CCC Board of Supevisors Minutes 86
March 20, 2018 CCC Board of Supevisors Minutes 87
RECOMMENDATION(S):
ADOPT Resolution No. 2018/94 approving and authorizing the Public Works Director, or designee, to
partially close a portion of Fred Jackson Way (northbound lanes only) between Chelsey Avenue and Grove
Avenue, on March 21, 2018 through June 30, 2019 from 6:00 AM through 4:00 PM, for the purpose of
construction logistics (deliveries, concrete pump trucks, crane picks), North Richmond 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: 03/20/2018 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: 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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Jocelyn LaRocque, Bob Hendry, CHP, Sheriff - Patrol Div. Commander
C. 6
To:Board of Supervisors
From:Brian M. Balbas, Public Works Director/Chief Engineer
Date:March 20, 2018
Contra
Costa
County
Subject:Close Fred Jackson Way (northbound lanes) between Chelsey Ave., and Grove Ave., on March 21, 2018 - June 30,
2019, 6 AM-4 PM, North Richmond area
March 20, 2018 CCC Board of Supevisors Minutes 88
AGENDA ATTACHMENTS
Resolution No. 2018/94
MINUTES ATTACHMENTS
Signed: Resolution No.
2018/94
March 20, 2018 CCC Board of Supevisors Minutes 89
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 03/20/2018 by the following vote:
AYE:5
John Gioia
Candace Andersen
Diane Burgis
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2018/94
IN THE MATTER OF approving and authorizing the Public Works Director, or designee, to partially close a portion of Fred
Jackson Way (northbound lanes only) between Chelsey Avenue and Grove Avenue, on March 21, 2018 through June 30, 2019
from 6:00 AM through 4:00 PM, for the purpose of construction logistics (deliveries, concrete pump trucks, crane picks), North
Richmond area. (District I)
RC18-4
NOW, THEREFORE, BE IT RESOLVED IT IS BY THE BOARD RESOLVED that permission is granted to C. Overaa &
Company to partially close Fred Jackson Way (northbound lanes only) between Chelsey Avnenue and Grove Avenue, except for
emergency traffic, on March 21, 2018 through June 30, 2019 for the period of 6:00 AM through 4:00 PM, subject to the
following conditions:
1. Traffic will be detoured via per traffic control plan reviewed by Public Works.
2. All signs to be in accordance with the California Manual on Uniform Traffic Control Devices.
3. C. Overaa & Company 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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Jocelyn LaRocque, Bob Hendry, CHP, Sheriff - Patrol Div. Commander
March 20, 2018 CCC Board of Supevisors Minutes 90
March 20, 2018 CCC Board of Supevisors Minutes 91
RECOMMENDATION(S):
ADOPT Resolution 2018/99 to vacate three Contra Costa County Flood Control and Water Conservation
District (District) easements in connection to the Marsh Creek flood control channel to Griffith Lane,
pursuant to Section 31 of the Flood Control Act, Brentwood area. (Project No. FCP 617-17-WL083A)
(CP#17-46)
DETERMINE that this activity is not subject to the California Environmental Quality Act (CEQA) pursuant
to Article 5, Section 15061 (b)(3) of the CEQA guidelines.
DIRECT the Director of the Department of Conservation and Development (DCD) to file a Notice of
Exemption with the County Clerk; and
AUTHORIZE the Chief Engineer, or designee, to arrange for payment of the $50 fee to the County Clerk
for filing the Notice of Exemption, and a $25 fee to the DCD for processing of the Notice of Exemption; and
DIRECT the Real Estate Division of the Public Works Department to record a certified copy of the
Resolution in the office of the County Clerk-Recorder.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Naila Thrower, 925.
313-2245
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: March 20, 2018
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:Brian M. Balbas, Public Works Director/Chief Engineer
Date:March 20, 2018
Contra
Costa
County
Subject:ADOPT Resolution to vacate three Flood Control & Water Conservation District easements in connection to Marsh
Creek flood control channel.
March 20, 2018 CCC Board of Supevisors Minutes 92
RECOMMENDATION(S): (CONT'D)
FISCAL IMPACT:
100% Applicant Fees.
BACKGROUND:
Between February and May of 1968, the District acquired easements for access to the Marsh Creek flood
control channel to Griffith Lane identified on Flood Control Right-of-Way Drawing ED-467, and
identified as easements 78, 84 and 85, as described, and shown on Exhibits “A-1” and “B-1” and
Exhibits “A-2 and “B-2” attached to the Resolution. The three easements are located between Assessor’s
Parcel Nos. (APNs): 017-680-077 and 017-131-019.
The City of Brentwood found that the applicant, Pulte Homes, had constructed a six-foot-tall wall inside
of Easements 78, 84 and 85 which are owned by the District. The applicant then requested the District
vacate the areas. District staff reviewed the request and determined that the easements are no longer
needed, and intends to vacate any and all rights, title, interest, obligation and responsibility of the
easements.
CONSEQUENCE OF NEGATIVE ACTION:
The District may be responsible for the maintenance of areas that are no longer required for the
purposes for which it was intended.
AGENDA ATTACHMENTS
Resolution No. 2018/99
Exhibits A1, B1, A2, B2, CEQA Exemption
MINUTES ATTACHMENTS
Signed: Resolution No. 2018/99
March 20, 2018 CCC Board of Supevisors Minutes 93
Recorded at the request of:Naila Thrower, Public Works Real Estate Division
Return To:Daphne Wakefield, Public Works Real Estate
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 03/20/2018 by the following vote:
AYE:John Gioia, District I SupervisorCandace Andersen, District II SupervisorDiane Burgis, District III SupervisorKaren Mitchoff, District
IV SupervisorFederal D. Glover, District V Supervisor
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2018/99
IN THE MATTER OF: Vacating three Contra Costa County Flood Control and Water Conservation District Easements in
connection to the Marsh Creek flood control channel to Griffith Lane, Brentwood area, District III. (Project No.: FCP
617-17-WL083A) (CP#17-46)
WHEREAS, In order to maintain access to the Marsh Creek flood control channel in the City of Brentwood, the District accepted
easement Parcel No. 78 in the document recorded on May 8, 1968 in Book 5619 at Page 251, of the Contra Costa County
Official Records and accepted easement Parcel Nos. 84 and 85 in the document recorded on February 1, 1968 in Book 5549 at
Page 379, of the Contra Costa County Official Records. The three easements are located between Assessor’s Parcel Nos.:
017-680-077 and 017-131-019.
WHEREAS, the applicant, Pulte Homes, constructed a six-foot-tall wall between Assessor’s Parcel Nos. 017-680-077 and
017-131-019, inside of Easements 78, 84 and 85 described and shown in Exhibits “A-1”, “B-1” and “A-2” and “B-2” attached
hereto and incorporated herein by reference. The District has determined that the easements are no longer needed for access to the
Marsh Creek flood control channel because there are other points of access available.
WHEREAS, there is no possibility that vacating the easements may have a significant adverse effect on the environment.
WHEREAS, this activity has been found to conform to the General Plan of the City of Brentwood.
NOW, THEREFORE, BE IT RESOLVED, by the Board of Supervisors, as the Governing Body of the Contra Costa County
Flood Control and Water Conservation District that: The easements described above, which the Board finds are no longer
required for Flood Control purposes, are HEREBY ORDERED VACATED, pursuant to Section 31 of the Flood Control Act.
The Board FINDS that this activity is not subject to the California Environmental Quality Act (CEQA), pursuant to Article 5,
Section 15061 (b)(3) of the CEQA Guidelines,
The Board DIRECTS the Real Estate Division of the Public Works Department to cause a certified copy of this Resolution to be
recorded in the office of the County Clerk-Recorder.
From and after the date this Resolution is recorded, the easements described above, are vacated and no longer public service
easements.
March 20, 2018 CCC Board of Supevisors Minutes 94
Contact: Naila Thrower, 925. 313-2245
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
March 20, 2018 CCC Board of Supevisors Minutes 95
March 20, 2018 CCC Board of Supevisors Minutes 96
March 20, 2018 CCC Board of Supevisors Minutes 97
March 20, 2018 CCC Board of Supevisors Minutes 98
March 20, 2018 CCC Board of Supevisors Minutes 99
March 20, 2018 CCC Board of Supevisors Minutes 100
March 20, 2018 CCC Board of Supevisors Minutes 101
RECOMMENDATION(S):
DENY claims filed by Michael Dean, Farmers Insurance for John Rossi, Tyler Aaron GregoryRevels, and
Deborah Mei Rossi. DENY late claims filed by AAA Ins AAA Insurance for Nader Eghtesad and La'Shurn
Ferrell.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
Michael Dean: Claim for refund of late fee for animal licensing in the amount of $120.
Farmers Insurance for John Rossi: Property claim for damage to vehicle in the amount of $6,966.78
Tyler Arron Gregory Revels: Property claim for broken radio in the amount of $40.
Deborah Mei Rossi: Property claim for damage to vehicle in the amount of $455.42
AAA Insurance for Nader Eghtesad: Request that Board of Supervisors accept a late claim.
La’Shurn Ferrell: Request that Board of Supervisors accept a late claim.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Scott Selby
925.335.1400
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 8
To:Board of Supervisors
From:David Twa, County Administrator
Date:March 20, 2018
Contra
Costa
County
Subject:Claims
March 20, 2018 CCC Board of Supevisors Minutes 102
RECOMMENDATION(S):
ACCEPT Board members meeting reports for February 2018.
FISCAL IMPACT:
No fiscal impact.
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
has nothing to report.
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: 03/20/2018 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: Joellen Bergamini
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 9
To:Board of Supervisors
From:David Twa, County Administrator
Date:March 20, 2018
Contra
Costa
County
Subject:ACCEPT Board members meeting reports for February 2018
March 20, 2018 CCC Board of Supevisors Minutes 103
ATTACHMENTS
District II February 2018 Report
District III February 2018 Report
District IV February 2018 Report
District I February 2018 Report
March 20, 2018 CCC Board of Supevisors Minutes 104
Supervisor Candace Andersen – Monthly Meeting Report February 2018
Date Meeting Location
2 Lafayette Chamber Ceremony Lafayette
6 Board of Supervisors Martinez
6 Danville Town Council Danville
7 John Muir Health Walnut Creek
8 MP&L Lafayette
8 East Bay EDA Concord
10 Hansamo Awards Night Dublin
12 Internal Operations Martinez
13 Board of Supervisors Martinez
14 CCCERA Concord
14 LAFCO Concord
20 Family & Human Services Martinez
20 LAFCO Interviews Martinez
20 Walnut Creek City Council Walnut Creek
21 San Ramon State of City San Ramon
21 Moraga BP of Year Moraga
22 CCCSWA Walnut Creek
23 EBRCSA Alameda
26 Lafayette City Council Lafayette
27 Board of Supervisors Martinez
28 CCCERA Concord
28 Tri Valley Cities event Danville
March 20, 2018 CCC Board of Supevisors Minutes 105
Date Meeting Name Location
1-Feb Intersect Power Conference San Francisco
2-Feb Intersect Power Conference San Francisco
3-Feb Intersect Power Conference San Francisco
5-Feb Meeting with East Bay Leadership Council Brentwood
5-Feb Meeting with BART Director, Joel Keller Brentwood
5-Feb
Meeting with Contra Costa Community College
District Brentwood
5-Feb First 5 Commission Meeting Concord
6-Feb Board of Supervisors Meeting Martinez
6-Feb Meeting with Contra Costa RCD Brentwood
7-Feb Constituent Meeting Brentwood
7-Feb Constituent Meeting Brentwood
7-Feb Meeting with Contra Costa Crisis Center Brentwood
7-Feb
Meeting with County Staff, Health Services
Department Richmond
7-Feb Mental Health Commission Meeting Richmond
8-Feb Tour of Oakley Delta Station Oakley
8-Feb Constituent Meeting Brentwood
8-Feb Meeting with the Food Bank Brentwood
8-Feb
Meeting with Library Commissioner, Don
McCormick Brentwood
9-Feb Phone Meeting with Delta Counties Coalition Brentwood
9-Feb Meeting with County Staff, Water Agency Martinez
9-Feb Constituent Meeting Martinez
9-Feb Tour of Office of the Sheriff Crime Lab Martinez
10-Feb 2018 Wheelchair Foundation Charity Ball Danville
12-Feb Legislation Committee Meeting Martinez
12-Feb Internal Operations Committee Meeting Martinez
12-Feb
Meeting with County Staff, Conservation and
Development Martinez
13-Feb Board of Supervisors Meeting Martinez
13-Feb Housing Authority Meeting Martinez
14-Feb Contra Costa 2020 Learning Session Pleasant Hill
14-Feb Friends of the Blackhawk Museum Event Danville
15-Feb Tour of West County Detention Facility Richmond
15-Feb Meeting with Richland Communities Brentwood
15-Feb Meeting with Brentwood City Manager, Gus Vina Brentwood
15-Feb Constituent Meeting Brentwood
Supervisor Diane Burgis - February 2018 AB1234 Report
(Government Code Section 53232.3(d) requires that members legislative bodies report on meetings
attended for which there has been expense reimbursement (mileage, meals, lodging, etc).
March 20, 2018 CCC Board of Supevisors Minutes 106
20-Feb
Meeting with County Staff, Health Services
Department Martinez
20-Feb Meeting with County Administrator, David Twa Martinez
21-Feb Meeting with Sheriff Livingston Martinez
21-Feb Constituent Meeting Brentwood
21-Feb
Meeting with Alameda-Contra Costa Medical
Association Brentwood
21-Feb Meeting with Discovery Counseling Brentwood
22-Feb 2018 California Democrats State Convention San Diego
23-Feb 2018 California Democrats State Convention San Diego
24-Feb 2018 California Democrats State Convention San Diego
25-Feb 2018 California Democrats State Convention San Diego
26-Feb Community Services Bureau Self Assessment Brentwood
26-Feb Meeting with Chevron Brentwood
26-Feb East Contra Costa County Habitat Conservancy Oakley
26-Feb Commander's Call Brentwood
27-Feb Board of Supervisors Meeting Martinez
28-Feb Meeting with Budget Justice Coalition Brentwood
28-Feb
Meeting with National Coalition Against
Prescription Drug Abuse Brentwood
28-Feb Meeting with MHET Brentwood
28-Feb Constituent Meeting Brentwood
28-Feb Tri-Delta Transit Antioch
* Reimbursement may come from an agency other than Contra Costa County
March 20, 2018 CCC Board of Supevisors Minutes 107
Purpose
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Community Outreach
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Community Outreach
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Supervisor Diane Burgis - February 2018 AB1234 Report
(Government Code Section 53232.3(d) requires that members legislative bodies report on meetings
attended for which there has been expense reimbursement (mileage, meals, lodging, etc).
March 20, 2018 CCC Board of Supevisors Minutes 108
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
Business Meeting
* Reimbursement may come from an agency other than Contra Costa County
March 20, 2018 CCC Board of Supevisors Minutes 109
Supervisor Karen Mitchoff
February 2018
DATE MEETING NAME LOCATION PURPOSE
2/3/2018 Ruby Slippers Awards Dinner Danville Community Outreach
2/5/2018 Pasta Feed for Ryan Joseph Pleasant Hill Community Outreach
2/6/2018 Board of Supervisors Meeting Martinez Decisions on agenda items
2/7/2018 ABAG Regional Planning Committee San FranciscoDecisions on agenda items
2/8/2018 TRANSPAC Pleasant Hill Decisions on agenda items
2/9/2018
ABAG Administrative Committee
Special San FranciscoDecisions on agenda items
2/12/2018 Legislation Committee Martinez Decisions on agenda items
2/13/2018 Board of Supervisors Meeting Martinez Decisions on agenda items
2/15/2018 EHSD Years of Service Celebration Pleasant Hill Community Outreach
2/20/2018 Walnut Creek City Council Walnut Creek Community Outreach
2/21/2018 DCC Meeting with Robert Greene Los Angeles Water Advocacy
2/21/2018 CCTA Board Meeting Walnut Creek Decisions on agenda items
2/22/2018 BAAQMD Mobile Soource Committee San FranciscoDecisions on agenda items
2/22/2018 BAAQMD Legislative Committee San FranciscoDecisions on agenda items
2/22/2018 CCCSWA Board Meeting Walnut Creek Decisions on agenda items
2/26/2018 CCCSWA Personnel Committee Walnut Creek Decisions on agenda items
2/27/2018 Board of Supervisors Meeting Martinez Decisions on agenda items
2/28/2018 BAAQMD Budget and Finance CommitteeSan FranciscoDecisions on agenda items
March 20, 2018 CCC Board of Supevisors Minutes 110
Supervisor John Gioia
February - 2018 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.).
1. Meeting Date: February 2, 2018
Meeting: San Francisco Restoration Authority
Location: Oakland, CA
Supervisor Gioia sought reimbursement from the County for meetings that he
attended in his capacity as a County Supervisor during the month of February, 2018.
March 20, 2018 CCC Board of Supevisors Minutes 111
RECOMMENDATION(S):
APPROVE Board meeting minutes for February 2018, as on file with the Office of the Clerk of the Board.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
Government Code Section 25101(b) requires the Clerk of the Board to keep and enter in the minute book of
the Board a full and complete record of the proceedings of the Board at all regular and special meetings,
including the entry in full of all resolutions and of all decisions on questions concerning the allowance of
accounts. The vote of each member on every question shall be recorded.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Joellen Bergamini
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 10
To:Board of Supervisors
From:David Twa, County Administrator
Date:March 20, 2018
Contra
Costa
County
Subject:APPROVE the Board meeting minutes for February 2018
March 20, 2018 CCC Board of Supevisors Minutes 112
RECOMMENDATION(S):
DIRECT the Department of Conservation and Development (DCD) to 1) prepare updates to the County
Tree Protection and Preservation Ordinance (Ch. 816-6) and the Heritage Tree Preservation District
Ordinance (Ch. 816-4); 2) seek input on this matter from Municipal Advisory Committees and submit
updates for consideration by the County Planning Commission and subsequently the Board of Supervisors.
FISCAL IMPACT:
Estimated staff cost of preparing an update of the County Tree Protection and Heritage Tree Ordinances is
expected to be within the $30,000 - $50,000 range, but could be higher or lower depending on the amount
of additional research required, the complexity of the regulatory approach chosen. These staff costs will be
covered by the existing approved budget for Department of Conservation and Development (Land
Development Fund).
BACKGROUND:
In response to concerns regarding the complexity of the current Tree Protection and Preservation Ordinance
and the Heritage Tree Preservation (HTP) District Ordinance, the Department of Conservation and
Development (DCD) seeks direction from the Board of Supervisors (Board) to initiate the process of
preparing amendments to these ordinances.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Daniel Barrios, (925)
674-7788
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 11
To:Board of Supervisors
From:John Kopchik, Director, Conservation & Development Department
Date:March 20, 2018
Contra
Costa
County
Subject:Update of County Tree Protection Ordinance and Heritage Tree Ordinance
March 20, 2018 CCC Board of Supevisors Minutes 113
BACKGROUND: (CONT'D)
The County currently reviews and issues permits for projects proposing to trench, grade or fill within the
drip line of any protected tree or remove any protected tree, as well as for the designation of heritage
trees. However, the process of determining whether a tree is code-protected or not may be challenging
due to the complexity of the current ordinance's language and the definitions of code-protected trees
themselves. In addition, the process of establishing a heritage tree has also been a cause of concern
among property owners, as anyone has the ability to nominate a tree over 72 inches in diameter, whether
it is on their property or someone else's. DCD's proposal to update the existing ordinances will reassess
these definitions of code-protected and heritage trees and revise the ordinances to provide greater clarity
and more appropriate regulations.
Furthermore, revising the ordinances will provide the opportunity for DCD to reevaluate the tree permit
and heritage tree permit processes. Currently, a tree permit is required for projects proposing to trench,
grade or fill within the drip line of any protected tree or cut down, destroy, trim by topping or remove
any protected tree. When not associated with a development plan, land use permit, subdivision, or
another higher-tiered discretionary permit, a tree permit is taken in and reviewed by DCD staff for
approval or denial based on the merits of the proposed project. Generally, a tree permit may take
approximately two to four months in overall processing time when accounting for DCD staff's initial
review, reviewing revised submittals if necessary, a 10-day noticing of the adjacent property owners,
and drafting the permit, findings and conditions of approval. However, approvals may also be appealed
by the community during the 10-day appeal period, which can extend the process further due to the staff
time required to prepare staff reports and noticing deadlines for the County Planning Commission and
County Board of Supervisors if appealed again. This timeline and overall process does not depend to a
significant degree on the level of proposed impact to trees and has been a source of concern to both
property owners and the Board, as it may cause significant delays and add significant financial burdens
to projects. As such, the revision of the tree protection and heritage tree ordinances provides a unique
opportunity to reevaluate these processes and modify them if appropriate.
Once a draft tree ordinance has been prepared, staff proposes to seek feedback from the County's local
Municipal Advisory Councils and other interested groups prior presenting proposed amendments at a
public hearing before the County Planning Commission (CPC). Staff will return to the Board of
Supervisors for final review and adoption with a recommendation from the CPC.
CONSEQUENCE OF NEGATIVE ACTION:
The County Tree Protection and Preservation Ordinance (Ch. 816-6) and the Heritage Tree Preservation
District Ordinance (Ch. 816-4) will not be updated.
ATTACHMENTS
Ch. 816-6 Tree Protection and Preservation Ordinance
Ch. 816-4 Heritage Tree Preservation (HTP) District Ordinance
March 20, 2018 CCC Board of Supevisors Minutes 114
Chapter 816-6 - TREE PROTECTION AND PRESERVATION
Sections:
Article 816-6.2. Title and Purpose
816-6.2002 - Title.
This chapter shall be known as the "tree protection and preservation ordinance" of Contra Costa
County.
(Ords. 94-59, 94-22).
816-6.2004 - Purpose.
This chapter provides for the preservation of certain protected trees in the unincorporated area of
this county. In addition, this chapter provides for the protection of trees on private property by controlling
tree removal while allowing for reasonable enjoyment of private property rights and property development
for the following reasons:
(1) The county finds it necessary to preserve trees on private property in the interest of the public
health, safety and welfare and to preserve scenic beauty.
(2) Trees provide soil stability, improve drainage conditions, provide habitat for wildlife and provide
aesthetic beauty and screening for privacy.
(3) Trees are a vital part of a visually pleasing, healthy environment for the unincorporated are a of
this county.
(Ords. 94-59, 94-22).
816-6.2006 - Coordination.
This chapter's requirements are intended to be in addition to those otherwise required by this code.
In the case of any conflicts, the director shall determine the requirements applicable and the director's
decision shall be final in the absence of a timely filed appeal pursuant to Chapter 26-2.
(Ords. 94-59, 94-22).
Article 816-6.4. Definitions
816-6.4002 - Generally.
The definitions in this article govern the construction of this chapter, unless the context otherwise
requires.
(Ords. 94-59, 94-22).
816-6.4004 - Arborist.
"Arborist" means a person currently certified by the Western Chapter of the International Society of
Arboriculture, as an expert on the care of woody trees, shrub s and vines in the landscape, a consulting
arborist who satisfies the requirements of the American Society of Consulting Arborists or such other
arborist who, after review by the director, is determined to meet the standards established for certified or
consulting arborists hereinabove described.
March 20, 2018 CCC Board of Supevisors Minutes 115
(Ords. 94-59, 94-22).
816-6.4006 - Arborist report.
An arborist report is a report prepared by an arborist on:
(1) The possible impact of development on trees or existing tree condition;
(2) The impact of any alteration; and/or
(3) Restorative or other remedial action that might be feasible to address tree alterations.
(Ords. 94-59, 94-22).
816-6.4008 - Department.
"Department" means the community development department.
(Ords. 94-59, 94-22).
816-6.4010 - Development.
"Development" means any modification of land for human use from its existing state which requires a
discretionary entitlement for its establishment or a building and/or grading permit involving a protected
tree or trees.
(Ords. 94-59, 94-22).
816-6.4012 - Development application.
A development application is an application for development (as defined in this article) requiring
either ministerial or discretionary approvals including design review, use permits, subdivisions, rezoning
applications, building and/or grading permits.
(Ords. 94-59, 94-22).
816-6.4014 - Director.
"Director" means the director of community development or his/her designee.
(Ords. 94-59, 94-22).
816-6.4015 - Riparian.
Riparian vegetation is found along creeks and streams. Runoff streams that only carry runoff during
the rain seasons in this area are known to support significant riparian vegetation.
(Ords. 94-59, 94-22).
816-6.4016 - Routine pruning.
March 20, 2018 CCC Board of Supevisors Minutes 116
"Routine pruning" means the removal of dead or dying, diseased, weak or objectionable branches of
a tree in a reasonable and scientific manner which does not structurally harm the tree.
(Ords. 94-59, 94-22).
816-6.4018 - Topping.
"Topping" is the removal of the upper twenty-five percent or more of a tree's trunk(s) or primary
leader.
(Ords. 94-59, 94-22).
816-6.4020 - Tree.
"Tree" means a large woody perennial plant with one or more trunks, branches and leaves, not
including shrubs shaped to tree forms.
(Ords. 94-59, 94-22).
816-6.4022 - Tree removal.
"Tree removal" means the destruction of any protected tree by cutting, regrading, girdling, interfering
with water supply, applying chemicals or by other means.
(Ords. 94-59, 94-22).
816-6.4024 - Undeveloped property.
"Undeveloped property" is:
(1) A parcel of private land which is vacant or a developed parcel which has remaining
development potential;
(2) A parcel of land which can be further divided in accordance with zoning regulations of the
county;
(3) A parcel of land on which the structures are proposed to be demolished or relocated.
(Ords. 94-59, 94-22).
Article 816-6.6. Protected Trees
816-6.6002 - Prohibition.
No person shall trench, grade or fill within the dripline of any protected tree or cut down, destroy, trim
by topping or remove any protected tree on private property within the county without a tree permit,
except as provided for in Section 816-4.1002.
(Ords. 94-59, 94-22).
816-6.6004 - Protected trees.
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A protected tree is any one of the following:
(1) On all properties within the unincorporated area of the county:
(A) Where the tree to be cut down, destroyed or trimmed by topping is adjacent to or part of a
riparian, foothill woodland or oak savanna area, or part of a stand of four or more trees,
measures twenty inches or larger in circumference (approximately 6.5 inches in diameter)
as measured four and one-half feet from ground level, and is included in the following list of
indigenous trees: Acer macrophyllum (Bigleaf Maple), Acer negundo (Box Elder), Aesculus
califonica (California Buckeye), Alnus Rhombifolia (White Alder), Arbutus menziesii
(Madrone), Heteromeles arbutifolia (Toyon), Juglans Hindsii (California Black Walnut),
Juniperus californica (California Juniper), Lithocarpus densiflora (Tanoak or Tanbark Oak),
Pinus attenuata (Knobcone Pine), Pinus sabiniana (Digger Pine), Platanus Racemosa
(California Sycamore), Populus fremontii (Fremont Cottonwood), Populus trichocarpa
(Black Cottonwood), Quercus agrifolia (California or Coast Live Oak), Quercus chrysolepis
(Canyon Live Oak), Quercus douglasii (Blue Oak), Quercus kelloggii (California Black
Oak), Quercus lobata (Valley Oak), Quercus wislizenii (Interior Live Oak), Salix lasiandra
(Yellow Willow), Salix laevigata (Red Willow), Salix lasiolepis (Arroyo Willow), Sambuc us
callicarpa (Coast Red Elderberry), Sequoia sempervirens (Coast Redwood), Umbellularia
californica (California Bay or Laurel);
(B) Any tree shown to be preserved on an approved tentative map, development or site plan
or required to be retained as a condition of approval;
(C) Any tree required to be planted as a replacement for an unlawfully removed tree.
(2) On any of the properties specified in subsection (3) of this section:
(A) Any tree measuring twenty inches or larger in circumference (approx imately six and one-
half inches diameter), measured four and one-half feet from ground level including the oak
trees listed above;
(B) Any multistemmed tree with the sum of the circumferences measuring forty inches or
larger, measured four and one-half feet from ground level;
(C) And any significant grouping of trees, including groves of four or more trees.
(3) Specified properties referred to in subsection (2) of this section includes:
(A) Any developed property within any commercial, professional office or industrial district;
(B) Any undeveloped property within any district;
(C) Any area designated on the general plan for recreational purposes or open space;
(D) Any area designated in the county general plan open space element as visually significant
riparian or ridge line vegetation and where the tree is adjacent to or part of a riparian,
foothill woodland or oak savanna area.
(Ords. 94-59, 94-22).
Article 816-6.8. Applications
816-6.8002 - Permit requirement.
Any person proposing to trench, grade or fill within the dripline of any protected tree or cut down,
destroy, trim by topping or remove any protected tree shall apply to the department for a tree permit, not
less than ten days prior to the proposed tree removal or tree alterations.
Persons who would be eligible to apply for three or more individual tree permits under provisions of
this chapter may apply for a collective tree permit for the site.
March 20, 2018 CCC Board of Supevisors Minutes 118
(Ords. 94-59, 94-22).
816-6.8004 - Application.
In addition to any other applicable requirements of this code and county ordinances, the application
shall include the following information and items:
(1) The number, size (including height and diameter measured four and one -half feet above
ground), species, location, dripline and condition of each tree proposed to be altered or
removed;
(2) The reason(s) for alteration or removal;
(3) A plot plan showing the approximate location of all trees on the site, including those proposed
to remain;
(4) Proposed method of tree alteration or removal;
(5) Information indicating the effect of tree alteration or removal on soil stability and erosion if
located on a steep slope or near any creek;
(6) The signature of the property owner or if the permit is requested by someone other than the
owner, a written authorization from the owner;
(7) Photographs of the tree/s to be affected by grading or trenching, topping or removal;
(8) A list and set of stamped envelopes addressed to adjacent property owners and other
individuals and organizations as may otherwise be indicated by the director of community
development. Such envelopes, with no return address, shall be required for notification of the
tentative decision to grant a tree permit;
(9) Additional information as may be required by the count y upon review of the above information;
(10) Application and permit fees.
(Ords. 94-59, 94-22).
816-6.8006 - Review and site inspection.
Prior to making a decision, the director or his designee shall review the application using the criteria
and factors specified in this article. Application review may include a site visit.
(Ords. 94-59, 94-22).
816-6.8008 - Arborist or forester report.
If the reasons for alteration or removal relate to the health of the tree or if grading, trenching or filling
is proposed under the dripline of an existing tree, or the review is of a collective tree permit and the
director determines that more technical expertise is necessary to make the decision, a report prepared by
an arborist may be required, to be paid for by the applicant.
(Ords. 94-59, 94-22).
816-6.8010 - Factors.
In granting or denying the tree permit the following factors shall be considered:
(1) General.
March 20, 2018 CCC Board of Supevisors Minutes 119
(A) The proximity and number of other trees in the vicinity;
(B) The relationship of the subject property to general plan open space or open space plans
and policies.
(2) For Approval.
(A) The arborist report indicates that the tree is in poor health and cannot be saved;
(B) The tree is a public nuisance and is causing damage to public utilities or streets and
sidewalks that cannot be mitigated by some other means (such as root barriers etc.);
(C) The tree is in danger of falling and cannot be saved by some other means (such as
pruning);
(D) The tree is damaging existing private improvements on the lot such as a building
foundation, walls, patios, decks, roofs, retaining walls, etc.;
(E) The tree is a species known to be highly combustible and is determined to be a fire
hazard;
(F) The proposed tree species or the form of the tree does not merit saving (i.e., a tree
stunted in growth, poorly formed, etc.);
(G) Reasonable development of the property would require the alteration or removal of the
tree and this development could not be reasonably accommodated on another area of the
lot;
(H) The tree is a species known to develop weaknesses that affect the health of the tree or
the safety of people and property. These species characteristics include but are not limited
to short lived, weak wooded and subject to limb breakage, shallow rooted and subject to
toppling.
(I) Where the arborist or forester report has been required, and the director is satisfied that
the issuance of a permit will not negatively affect the sustainability of the resource.
(3) For Denial.
(A) The applicant seeks permission for the alteration or removal of a healthy tree that can be
avoided by reasonable redesign of the site plan prior to project approval (for
nondiscretionary permits);
(B) It is reasonably likely that alteration or removal of the tree will cause problems with
drainage, erosion control, land stability, windscreen, visual screening, and/or privacy and
said problems cannot be mitigated as part of the proposed removal of the tree;
(C) The tree to be removed is a member of a group of trees in which each tree is dependent
upon the others for survival;
(D) The value of the tree to the neighborhood in terms of visual effect, wind screening, privacy
and neighboring vegetation is greater than the hardship to the owner;
(E) If the permit involves trenching or grading and there are other reasonable alternatives
including an alternate route, use of retaining walls, use of pier and grade beam foundations
and/or relocating site improvements;
(F) Any other reasonable and relevant factors specified by the director.
(Ords. 94-59, 94-22).
816-6.8012 - Decision.
The director shall grant or deny tree permits in accordance with this chapter and code. If a permit is
granted, the director may attach conditions to insure compliance with this chapter and code. These
March 20, 2018 CCC Board of Supevisors Minutes 120
conditions may include a requirement to replace any or all trees on a comparable ratio of either size or
quantity. Single tree permits shall be valid for a period of ninety days and may be renewed for additional
periods by the director upon request by the applicant. Collective tree permits shall be valid for a period of
time to be determined by the director based upon individual circumstances.
If a permit is denied, the director shall state the reason for denial. Notice of decision shall be mailed
to the applicant.
(Ords. 94-59, 94-22).
816-6.8014 - Appeals.
Any person may appeal the director's decision within ten calendar days of the director's decision to
the planning commission having jurisdiction in accordance with Chapter 26 -2. Further appeals m ay be
made as provided by Chapter 26-2. Appeals shall be made in writing and state the specific reasons why
the decision does not meet the criteria and factors for granting or denial of a permit as stated in this
chapter.
(Ords. 94-59, 94-22).
Article 816-6.10. Permit Exceptions
816-6.1002 - No permit.
A tree permit is not required for the following situations:
(1) Hazardous Situation. Any tree whose condition creates a hazardous situation which requires
immediate action as determined by the director, building inspector, sheriff, involved fire district
or a utility company to protect its facilities. During off -hours, when officials described above are
unavailable, the hazardous situation may be corrected and a report of the incident and
description of the hazard shall be submitted to the director within ten days of the incident.
(2) Prior Approval. Any tree whose removal was specifically approved as a part of an approved
development plan, subdivision, other discretionary project or a building permit.
(3) Routine pruning not involving topping or tree removal.
(4) Commercial plantings. Planting, removal and harvesting in connection with Christmas tree
farms, orchards and nurseries.
(5) Rangeland Management. Normal activities associated with range m anagement and the
disposition of wood incidental to rangeland management on agriculturally zoned properties (with
each parcel containing at least twenty acres but also including properties in adjacent common
ownership interest of at least twenty acres), will not require a tree permit. "Rangeland
management activities" are defined as including but not limited to the clearing and thinning of
trees for purposes of reducing fire risk or enhancement of forage production, removing
obstruction to stormwater runoff flow, maintaining adequate clearance on range roads and fire
trails, fencing maintenance and protecting equipment and constructions.
(6) Public Agencies/Utilities. Trimming and clearing within public agency or utility easements and
rights-of-way for maintenance of easement or right-of-way will not require a tree permit. Lands
owned by public utilities and used for administrative purposes or uses unrelated to the public
service provided by the utility are not exempted under this provision.
(Ords. 94-59, 94-22).
816-6.1004 - Proposed development.
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(a) On any property proposed for development approval, tree alterations or removal shall be considered
as a part of the project application.
(b) All trees proposed to be removed, altered or otherwise affected by development construction shall
be clearly indicated on all grading, site and development plans. Except where the director otherwise
provides, a tree survey shall be submitted as a part of the project application indicating the number,
size, species and location of the dripline of all trees on the property. This survey shall be overlaid on
the proposed grading and development plans. The plan shall include a tabulation of all trees
proposed for removal.
(c) The granting or denial of a tree removal progr am which is a part of a development proposal covered
by this section shall be subject to Sections 816-6.8008 and 816-6.8014. A separate tree removal
permit shall not be required.
(Ords. 94-59, 94-22).
Article 816-6.12. Tree Protection
816-6.1202 - Tree protection.
Except where otherwise provided by the involved development's conditions of approval or approved
permit application, on all properties where trees are required to be saved during the course of
development, the developer shall follow the following tree preservation standards:
(1) Prior to the start of any clearing, stockpiling, trenching, grading, compaction, paving or change
in ground elevation on a site with trees to be preserved, the applicant shall install fencing at the
dripline or other area as determined by an arborist report of all trees adjacent to or in the area to
be altered. Prior to grading or issuance of any permits, the fences may be inspected and the
location thereof approved by appropriate county staff.
(2) No grading, compaction, stockpiling, trenching, paving or change in ground elevation shall be
permitted within the dripline unless indicated on the grading plans approved by the county and
addressed in any required report prepared by an arborist. If grading or construction is approved
within the dripline, an arborist may be required to be present during grading operations. The
arborist shall have the authority to require protective measures to protect the roots. Upon
completion of grading and construction, an involved arborist shall prepare a report outlining
further methods required for tree protection if any are required. All arborist expense shall be
borne by the developer and applicant unless otherwise provided by the development's
conditions of approval.
(3) No parking or storing vehicles, equipment, machinery or construction materials, construction
trailers and no dumping of oils or chemicals shall be permitted within the dripline of any tree to
be saved.
(Ords. 94-59, 94-22).
816-6.1204 - Deposit conditions.
Prior to the issuance of any grading or building permit for a property where trees are required by this
chapter to be saved, the owner or developer shall deposit cash or other acceptable security with the
department on a per tree basis in the amount established by the involved development's conditions of
approval or approved applications.
As required, the county may hold the deposit for a two -year period to guarantee the health of the
trees for a two-year period upon completion of construction. In addition, the applicant or developer may
be required to enter into a tree maintenance agreement secured by said deposit/bond by which they
agree to maintain said trees in a living and viable condition throughout the term of the agreement. This
March 20, 2018 CCC Board of Supevisors Minutes 122
agreement may be transferred to any new owner of the property for the remaining length of the
agreement.
(Ords. 94-59, 94-22).
816-6.1206 - Construction tree damage.
A development's property owner or developer shall notify the department of any damage that occurs
to any tree during the construction process. The owner or developer shall repair any damage as
determined by an arborist designated by the director.
Any tree not approved for destruction or removal that dies or is significantly damaged as a result of
construction or grading shall be replaced with a tree or trees of equivalent s ize and of a species as
approved by the director to be reasonably appropriate for the particular situation.
(Ords. 94-59, 94-22).
816-6.1208 - Violations.
Violations of this chapter are punishable and may be corrected in any manner provided by this code
or as otherwise allowed by law. Each tree damaged or removed in violation of this chapter shall constitute
a separate offense.
(Ords. 94-59, 94-22).
March 20, 2018 CCC Board of Supevisors Minutes 123
Chapter 816-4 - HERITAGE TREE PRESERVATION (HTP) DISTRICT
Sections:
Article 816-4.2. General
816-4.202 - HTP district.
All land within Contra Costa County shall be subject to the provisions in this chapter.
(Ord. 88-83).
816-4.204 - Intent and findings.
(a) Among the features that contribute to the attractiveness and livability of the county are its heritage
trees growing as single specimens, in clusters or in woodland situations. These trees have significant
psychological and tangible benefits for both residents of and visitors to the county.
(b) Heritage trees contribute to the visual framework of the county by providing scale, color, silhouette
and mass. Heritage trees contribute to the climate of the county by providing shade, moisture and
wind control. Heritage trees contribute to the protection of other natural resources by providing
erosion control for the soil, oxygen for the air, replenishment of groundwater, and habitat f or wildlife.
Heritage trees contribute to the economy of the county by sustaining property values and reducing
the cost of drainage systems for surface water. Heritage trees provide landmarks of the county's
history, and a critical element of nature in the midst of urban settlement.
(c) For all these reasons, it is in the interest of the public health, safety and welfare of the county to
regulate the removal of heritage trees, to require adequate protection of trees during construction,
and to promote the appreciation and understanding of heritage trees.
(Ord. 88-83).
816-4.206 - Regulations.
(a) The community development department, after consulting with and considering the
recommendations of the building inspection, public works and agriculture department, may from time
to time propose to the board of supervisors regulations to establish procedures to implement this
chapter and to make more specific the standards and guidelines prescribed in this chapter. Such
regulations as are approved by resolution of the board of supe rvisors shall have the force and effect
of law unless otherwise indicated.
(b) Regulations may be promulgated to set forth criteria for granting and denying destruction permits
and, among other things, to govern the marking of heritage trees and the prev ention of excessive
pruning.
(Ord. 88-83).
816-4.208 - Arboricultural expertise.
All departments engaged in decisions regarding heritage trees may utilize such qualified
arboricultural expertise as is required to implement this chapter in accordance with their current budget
accounts.
(Ord. 88-83).
March 20, 2018 CCC Board of Supevisors Minutes 124
Article 816-4.4. Definition and Designation
816-4.402 - Heritage tree definition.
"Heritage tree" means:
(1) A tree seventy-two inches or more in circumference measured four and one -half feet above the
natural grade; or
(2) Any tree or a group of trees particularly worthy of protection, and specifically designated as a
heritage tree by the board of supervisors pursuant to the provisions of this chapter, because of:
(A) Having historical or ecological interest or significanc e, or
(B) Being dependent upon each other for health or survival, or
(C) Being considered an outstanding specimen of its species as to such factors as location,
size, age, rarity, shape, or health.
(Ord. 88-83).
816-4.404 - Designation.
(a) The county or regional planning commission for its territorial area of jurisdiction shall receive
nominations through the county community development department from any person for the
registration of heritage trees on any property. When any property's owner has not joined with or
consented to a nomination, that owner shall be provided timely notice of the date and time at which
the planning commission and/or board will consider the nomination.
(b) If the planning commission approves the nominated trees, this decision shall be forward ed to the
board for its consideration. If the board approves the heritage tree designation as recommended,
then the tree shall be officially registered by resolution and thereafter a permit shall be required for its
removal.
(c) If the planning commission does not approve a heritage tree nomination, its decision is final unless
appealed to the board pursuant to and otherwise regulated by the special permit provisions of
Chapter 26-2.
(d) The planning commission or board in designating a heritage tree shall consider the criteria of
Section 816-4.402.
(e) All designated heritage trees shall be appropriately marked with the permission of involved property
owners so as to provide continuing notice to the public of heritage tree status.
(f) A nomination fee of one hundred dollars shall be imposed per application. An appeal fee of fifty
dollars per appeal shall be assessed.
(Ord. 88-83).
Article 816-4.6. Destruction or Removal
816-4.602 - Prohibition.
Except as provided in this chapter, no person shall destroy or remove any designated heritage tree
unless a permit has been obtained therefor. This chapter does not require a permit for nor prevent
trimming, pruning, or maintenance of a heritage tree where such does not result in destruction nor
substantially change the tree's form or shape.
(Ord. 88-83).
March 20, 2018 CCC Board of Supevisors Minutes 125
816-4.604 - Emergency destruction.
In case of an emergency caused by any designated heritage tree being in a hazardous or dangerous
condition requiring immediate action for the safety of structures or human life, such tree may be removed
with the permission of the zoning administrator or building inspector if designated by the zoning
administrator, without formal application. The zoning administrator may request certification from a tree
expert as to the immediate need for action if the need is not clearly apparent.
(Ord. 88-83).
Article 816-4.8. Preservation
816-4.802 - Encroachment, construction or excavation.
When proposed developments or construction encroach into the drip line or a radius of twelv e feet
from the trunk of any designated heritage tree, whichever is greater, special construction to allow the
roots to breathe, obtain water and nutrients shall be required, as determined necessary by the building
inspection department to minimize damage to such tree visible above ground level. Excavation, cuts, fills
or compaction of the existing ground surface within the drip line or a radius of twelve feet from the trunk of
a designated heritage tree, whichever is greater, shall minimize such damage to the root system so as to
result in least damage to such tree. Permission is required prior to back filling. Tree wells may be used
where approved by the building inspection department. The cost of required pruning or other treatment to
compensate for root damage and/or cost of removal shall be at the expense of the involved develop er
and/or contractor but may be shared by the owner. Such pruning as is done shall not cause permanent
injury or destroy any designated heritage tree.
(Ord. 88-83).
816-4.804 - Storage and dumping.
No person shall store or dump any oil, gas, or chemicals that may be harmful to trees, nor place
heavy construction machinery or construction materials in the open within the drip line of any designated
heritage tree or within a radius of twelve feet from the trunk of such tree, whichever is greater.
(Ord. 88-83).
816-4.806 - Burning.
Burning of any material within or near the drip line of any designated heritage tree shall not be done
where such will injure the tree.
(Ord. 88-83).
816-4.808 - Attachments.
No person shall attach any wire (except as needed for support) or sign (other than approved tree
identification signs) to any heritage tree where such wire or sign may damage such designated heritage
tree.
(Ord. 88-83).
816-4.810 - Damage notification.
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The contractor, developer or owner or any agent thereof shall notify the building inspection
department without undue delay of any damage that occurs to any heritage tree during construction. The
cost of repair of the damage or tree replacement shall be at the expense of the responsible party and the
repair work done according to standards approved by the building inspection department.
(Ord. 88-83).
Article 816-4.10. Permits
816-4.1002 - Application.
(a) Any application for a permit to destroy, cut down or remove a designated heritage tree shall be
submitted to the community development department by the owner or his authorized agent
(satisfactory evidence of such authorization to be submitted with the application) on the fo rm
provided by the community development department together with any specified fee.
(b) The application shall contain the location, number, species, size, and heritage designation of the
tree to be destroyed, cut down or removed and a statement of reasons for the proposed action,
together with such other information as may be required by the community development department.
(Ord. 88-83).
816-4.1004 - Procedure.
Before issuing a permit, the zoning administrator shall have inspected or cause to be insp ected, the
property, the heritage tree that is the subject of the permit, and the surrounding area. A permit shall be
granted, modified, conditioned, or denied based upon the following factors:
(1) The health, damage, danger of falling of the designated heritage tree that is the subject of the
permit and whether said heritage tree acts as a host for plants or animals parasitic to other trees
which are endangered thereby.
(2) The presence of public nuisance factors, and the proximity to or interference w ith utilities, or
interference with existing buildings to the extent that a tree or trees cannot be trimmed or
buttressed to fit the site.
(3) The prevention of development as a result of heritage tree protection and preservation.
(4) The pursuit of good professional practices of forestry or landscape design.
(Ord. 88-83).
816-4.1006 - Appeal.
The zoning administrator's decision on the permit application is final unless appealed to the planning
commission having territorial jurisdiction pursuant to and otherwise regulated by the special permit
provisions of Chapter 26-2.
(Ord. 88-83).
816-4.1008 - Development coordination.
(a) An application for a permit to destroy, cut down or remove any designated heritage tree in
connection with any development, shall be submitted and combined with the initial application for
March 20, 2018 CCC Board of Supevisors Minutes 127
approval of the development and shall be considered together with the review and decision on the
development.
(b) The proposed development shall indicate on its plan all trees designated as heritage trees. The
heritage trees shall be evaluated and their individual treatment considered with respect to the land
use and proposed development.
(c) The involved planning agency division may grant, grant with modifications or conditions, or deny the
requested heritage tree application.
(d) Any appeal of a decision made by a planning agency division on the requested heritage tree
application shall be made in the same manner and subject to the same procedure as a decision on
the involved combined planning or subdivision entitlement for the development.
(Ord. 88-83).
816-4.1010 - Priority.
In the case of any conflict between the provisions of this chapter and those of Chapter 816 -2, the
provisions of this Chapter 816-4 shall prevail.
(Ord. 88-83).
March 20, 2018 CCC Board of Supevisors Minutes 128
RECOMMENDATION(S):
ADOPT Ordinance No. 2018-9 amending the County Ordinance Code to exclude from the merit system the
new classification of Chief of Plant Operations-Exempt (VAD3).
FISCAL IMPACT:
There is no cost associated with this action.
BACKGROUND:
The request to establish the new classification of Chief of Plant Operations (VAD3) in the Health Services
Department was presented at the 3/13/2018 BOS meeting. At the same time the Ordinance No. 2018-09
amending the County Ordinance Code to exclude from the merit system was introduced with a FIX date of
March 20, 2018 for adoption.
CONSEQUENCE OF NEGATIVE ACTION:
If this action is not approved, the classification will not be appropriately titled.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Dianne Dinsmore
925-335-1766
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Eric Suitos, Dorette McCollumn, Anna Roth, Director of Health Services
C. 12
To:Board of Supervisors
From:Dianne Dinsmore, Human Resources Director
Date:March 20, 2018
Contra
Costa
County
Subject:Adopt Ordinance 2018-09 amending the County Ordinance Code
March 20, 2018 CCC Board of Supevisors Minutes 129
AGENDA ATTACHMENTS
Ordinance 2018-9 amend
MINUTES ATTACHMENTS
Signed Ordinance No.
2018-09
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RECOMMENDATION(S):
ACCEPT the resignations of Kathryn Ames and Steve Birnbaum, DECLARE a vacancy in At Large #17
Seat held by Ms. Ames and At Large #19 Seat held by Mr. Birnbaum on the Advisory Council on Aging,
and DIRECT the Clerk of the Board to post the vacancies as recommended by the Employment and Human
Services Department Director.
FISCAL IMPACT:
None
BACKGROUND:
Ms. Ames was appointed to the Advisory Council on Aging At Large #17 Seat on August 2, 2016. The
Seat expires September 30, 2018. Mr. Birnbaum was appointed to the Advisory Council on Aging At Large
#19 Seat on November 7, 2017. The Seat expires September 30, 2019.
The Advisory Council on Aging (ACOA) provides a county-wide planning, cooperation, and coordination
forum 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.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Elaine Burres,
608-4960
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: March 20, 2018
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:Kathy Gallagher, Employment & Human Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:Advisory Council on Aging Resignations
March 20, 2018 CCC Board of Supevisors Minutes 139
CONSEQUENCE OF NEGATIVE ACTION:
The Advisory Council on Aging may not be able to conduct routine business.
AGENDA ATTACHMENTS
MINUTES ATTACHMENTS
Vacancy Notice
March 20, 2018 CCC Board of Supevisors Minutes 140
March 20, 2018 CCC Board of Supevisors Minutes 141
RECOMMENDATION(S):
APPOINT Ms. Jessica Thomas to the Local Committee Walnut Creek Seat on the Advisory Council on
Aging, as recommended by the Employment and Human Services Department Director.
FISCAL IMPACT:
None
BACKGROUND:
Ms. Thomas resides in Walnut Creek and was recommended for appointment to the Advisory Council on
Aging (ACOA) Local Committee Walnut Creek Seat by the Walnut Creek City Council for a term ending
September 30, 2019. The seat was vacated on September 30, 2017 due to term completion.
The ACOA provides a means for county-wide planning, cooperation, and coordination of 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 for
communication and information on aging.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Elaine Burres,
608-4960
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: March 20, 2018
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:Kathy Gallagher, Employment & Human Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:Appointment to the Advisory Council on Aging
March 20, 2018 CCC Board of Supevisors Minutes 142
CONSEQUENCE OF NEGATIVE ACTION:
The Advisory Council on Aging may be unable to conduct routine business.
ATTACHMENTS
Thomas Redacted Application
Thomas Walnut Creek Recommendation
March 20, 2018 CCC Board of Supevisors Minutes 143
March 20, 2018 CCC Board of Supevisors Minutes 144
March 20, 2018 CCC Board of Supevisors Minutes 145
March 20, 2018 CCC Board of Supevisors Minutes 146
March 20, 2018 CCC Board of Supevisors Minutes 147
C I T Y 0 F
WALNUT
CREEK
February 15 , 2018
Jaime Ray
Aging and Adult Services Bureau
400 Ellinwood Way
Pleasant Hill , CA 94523
Dear Jaime ,
Please be informed that on February 13 , 2018 the Walnut Creek City Council interviewed
candidates for the Contra Costa County Advisory Council on Aging (ACOA) Walnut
Creek representative. The City Council took formal action to appoint Jessica Thomas to
the Contra Costa County Advisory Council on Aging Commission for a four year term
effective March 6, 2018 contingent upon the approval of the Board of Supervisors .
Attached is Jessica Thomas ' completed application. Please let this letter serve as an
official request for a Board Order to finalize the appointment.
Please let me know if any further information is needed.
~:;kz_~~/
City C~~;;l$ CJ
March 20, 2018 CCC Board of Supevisors Minutes 148
RECOMMENDATION(S):
REAPPOINT Larry Sweetser to the Technical Expert seat and Darryl Young to the At Large seat on the
Local Enforcement Agency Independent Hearing Panel to new four-year terms ending on March 31, 2022.
FISCAL IMPACT:
None.
BACKGROUND:
In 1992, the Board of Supervisors, in its capacity as the governing body of the County Local Enforcement
Agency, adopted Resolution No. 92/153, which, among other things, appointed the full Board to serve as
the hearing panel, a body that implements enforcement and permitting activities at local solid waste
facilities, pursuant to a statute that was later repealed. Under current law, hearings regarding the above
matters may be conducted by either a hearing officer or by a hearing panel, which may be either (1) a panel
of three members of the LEA governing body or (2) an independent three-member panel appointed. (Pub.
Resources Code, § 44308.)
The California Code of Regulations requires the appointment of either an independent hearing panel or
hearing officer when in the jurisdiction of the LEA there exists a publicly owned or operated solid waste
facility or disposal site. In Contra Costa County, the following jurisdictions own solid waste facilities: City
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: 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: March 20, 2018
, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Environmental Health Director, IOC Staff
C. 15
To:Board of Supervisors
From:INTERNAL OPERATIONS COMMITTEE
Date:March 20, 2018
Contra
Costa
County
Subject:RECOMMENDATION FOR APPOINTMENTS TO THE LOCAL ENFORCEMENT AGENCY INDEPENDENT
HEARING PANEL
March 20, 2018 CCC Board of Supevisors Minutes 149
BACKGROUND: (CONT'D)
of El Cerrito (Registration Tier Permit Transfer Station), City of Brentwood (Brentwood Transfer
Station), City of Martinez (Martinez City Rubbish-closed landfill), City of Richmond (Naval Fuel Depot
Pt. Molate-closed landfill), the City of Antioch (Antioch City Landfill-closed landfill), and the
California Department of Water Resources (Banks Delta Pumping-closed dump site in Byron). For this
reason, CalRecycle has recommended that an independent hearing panel be established. CalRecycle has
also advised that there can be only one LEA hearing panel.
On November 5, 2013, the Board of Supervisors adopted Resolution No. 2013/423, establishing the
Contra Costa County Local Enforcement Agency Independent Hearing Panel. The Board, at that time,
decided that it would not appoint one of its members to the LEA Hearing Panel and subsequently
referred to the IOC the recruitment of three County resident nominees, for BOS consideration, to serve
on the panel. As a result of the 2013 recruitment, the Board of Supervisors appointed the first
Independent LEA Hearing Panel, composed by Daryl Young, Larry Sweetser (technical expert), and
Ana Cortez. The terms of those appointments will expire on March 31, 2018.
Among the specific duties of the County LEA are the permitting of solid waste facilities. Solid waste
facilities include solid waste transfer or processing stations, composting facilities, transformation
facilities and disposal facilities. The permitting process includes the issuance of solid waste facilities
permits as well as the denial, revision, modification, suspension and revocation of permits. The County
LEA also performs regular inspections of solid waste facilities. A solid waste facility is required to
comply with applicable laws and regulations and the terms and conditions of any solid waste facilities
permit issued by the County LEA to the facility. Compliance is usually achieved through inspection
reports and compliance schedules. Where violations are found, the County LEA works with affected
parties on corrective measures as long as those parties make a good faith effort to comply with the
requirements.
Public Resources Code section 44308 governs appointments to the Hearing Panel as follows:
No more than one member of the Board of Supervisors shall serve on the Hearing
Panel.
1.
Members of the Hearing Panel shall be selected for their legal, administrative, or
technical abilities in areas relating to solid waste management.
2.
At least one member shall be a technical expert with knowledge of solid waste
management methods and technology.
3.
At least one member shall be a representative of the public at large.4.
A member shall serve for a term of four years and may not serve more than two
consecutive terms.
5.
Since its establishment in 2014, the Hearing Panel has met twice in Concord (one hearing, split into two
evening sessions).
On February 12, 2018, the IOC approved a recruitment plan and schedule prepared by the County
Administrator’s Office in consultation with Environmental Health, calling for interviews to be held by
the Internal Operations Committee on March 12, 2018. In response to the call for applications, the
County received two applications, from incumbents Larry Sweetser and Darryl Young, who are eligible
to serve second terms. The Internal Operations Committee on March 12 decided to recommend the
reappointment of incumbents Larry Sweetser and Darryl Young, and continue to recruit for a third
March 20, 2018 CCC Board of Supevisors Minutes 150
panelist.
ATTACHMENTS
LEA Hearing Panel Recruitment Announcement
Candidate Application_Larry Sweetser_LEA
Resume_Larry Sweetser_LEA
Candidate Application_Darryl Young_LEA
March 20, 2018 CCC Board of Supevisors Minutes 151
Contra Costa County
County Administrator’s Office • 651 Pine Street • Martinez, CA 94553 • www.co.contra-costa.ca.us
Media Release
FOR IMMEDIATE RELEASE Contact: Julie DiMaggio Enea
Thursday, February 1, 2018 Phone: (925) 335-1077
Email: julie.enea@cao.cccounty.us
Contra Costa County is Seeking Members for the Solid Waste
Local Enforcement Agency Independent Hearing Panel
In November 2013, the Contra Costa County Board of Supervisors established an
Independent Hearing Panel for the Contra Costa Solid Waste Local
Enforcement Agency (LEA). The three-member panel requires a general member of
the public who resides in Contra Costa County and a technical expert with
knowledge of solid waste management, technology, and laws. The Panel will hear
matters related to solid waste enforcement, permits, and appeals.
County residents who have an interest in public policy and solid waste management are
encouraged to apply for this non-paid volunteer opportunity. The County Board of
Supervisors will appoint to fill three vacancies for a three-year term ending on March 31,
2021.
Application forms can be obtained from the Clerk of the Board of Supervisors by calling
(925) 335-1900 or by visiting the County webpage at www.co.contra-costa.ca.us.
Applications should be returned to the Clerk of the Board of Supervisors, Room 106,
County Administration Building, 651 Pine Street, Martinez, CA 94553 no later than 5:00
p.m. on Friday, March 2, 2018. Applicants should plan to be available for public
interviews in Martinez on Monday, March 12, 2018.
For more information about the LEA Independent Hearing Panel, contact Kristian Lucas,
Contra Costa County Environmental Health, at (925) 692-2573 or
Kristian.Lucas@hsd.cccounty.us.
# # # #
March 20, 2018 CCC Board of Supevisors Minutes 152
Submit Date: Mar 06, 2018
Seat Name (if applicable)
First Name Middle Initial Last Name
Email Address
Home Address Suite or Apt
City State Postal Code
Primary Phone
Employer Job Title Occupation
Contra Costa County Boards & Commissions
Application Form
Profile
Which Boards would you like to apply for?
Local Enforcement Agency Independent Hearing Panel: Submitted
Describe why you are interested in serving on this advisory board/commission (please limit
your response to one paragraph).
I have spent over 30 years in the solid waste industry and have been involved in solid waste operations,
regulatory compliance , and permitting. Properly operated solid waste facilities are essential for public
health and safety. Unfortunately regulatory requirements do not always provide sufficient clarity and there
is a need for an independent public body to assess the facts and provide recommendations on solid waste
issues. I have spent most of my career working on realistic application of regulatory requirements and I
appreciate the opportunity to work in my own community.
This application is used for all boards and commissions
Solid Waste Technical Expert
Larry Sweetser
Richmond CA 94801
Sweetser & Associates, Inc.President Solid Waste Consultant
Larry Sweetser Page 1 of 7
March 20, 2018 CCC Board of Supevisors Minutes 153
If "Other" was Selected Give Highest Grade or
Educational Level Achieved
Name of College Attended
Course of Study / Major
Units Completed
Degree Type
Date Degree Awarded
Do you, or a business in which you have a financial interest, have a contract with Contra
Costa Co.?
Yes No
Is a member of your family (or step-family) employed by Contra Costa Co.?
Yes No
Education History
Select the highest level of education you have received:
Other
College/ University A
Type of Units Completed
None Selected
Degree Awarded?
Yes No
Master of Science
University of San Francisco
Environmental Management
MS
12/1987
Larry Sweetser Page 2 of 7
March 20, 2018 CCC Board of Supevisors Minutes 154
Name of College Attended
Course of Study / Major
Units Completed
Degree Type
Date Degree Awarded
Name of College Attended
Course of Study / Major
Units Completed
College/ University B
Type of Units Completed
None Selected
Degree Awarded?
Yes No
College/ University C
Type of Units Completed
None Selected
Degree Awarded?
Yes No
University of California, Berkeley
Environmental Science
Bachelor
1982
Larry Sweetser Page 3 of 7
March 20, 2018 CCC Board of Supevisors Minutes 155
Degree Type
Date Degree Awarded
Course Studied
Hours Completed
Dates (Month, Day, Year) From - To
Hours per Week Worked?
Position Title
Other schools / training completed:
Certificate Awarded?
Yes No
Work History
Please provide information on your last three positions, including your current one if you are
working.
1st (Most Recent)
Volunteer Work?
Yes No
Employer's Name and Address
Sweetser & Associates, Inc. 2115 Rheem Avenue Richmond, CA 94801
Manager of Landfill Operations
24
6/1999 to present
>60
President
Larry Sweetser Page 4 of 7
March 20, 2018 CCC Board of Supevisors Minutes 156
Dates (Month, Day, Year) From - To
Hours per Week Worked?
Position Title
Dates (Month, Day, Year) From - To
Hours per Week Worked?
Duties Performed
Provide environmental regulatory assistance to public and private solid waste industry. Assist with solid
waste and other permits and compliance programs for transfer stations and landfills. Advise clients on
solid waste issues. Monitor CalRecycle and other agency regulatory developments. Contracted with 22
member Rural Counties ESJPA for regulatory issues.
2nd
Volunteer Work?
Yes No
Employer's Name and Address
Norcal Waste Systems (now Recology) 50 California Street 24th Floor San Francisco, CA 94111
Duties Performed
Responsible for corporate regulatory and legislative affairs. Served as company liaison with regulatory
agencies on regulatory developments, solid waste facility permits approvals, and integrated waste
management plan assessment. Participated in numerous industry work groups. Managed corporate
environmental compliance department.
3rd
1991 to 4/1999
>40
Director of Regulatory Affairs
1988 to 1991
>40
Larry Sweetser Page 5 of 7
March 20, 2018 CCC Board of Supevisors Minutes 157
Position Title
Upload a Resume
If "Other" was selected please explain
Volunteer Work?
Yes No
Employer's Name and Address
Sanitary Fill Company (now Recology San Francisco) 501 Tunnel Avenue San Francisco, CA 94134
Duties Performed
Developed and implemented environmental compliance programs including: environmental audits of
subsidiary solid waste operations, management of hazardous materials and waste, load checking
programs, household hazardous waste collection,underground tank compliance, SPCC, and air permits.
Final Questions
How did you learn about this vacancy?
Newspaper Advertisement
. Do you have a Familial or Financial Relationship with a member of the Board of
Supervisors?
Yes No
If Yes, please identify the nature of the relationship:
Do you have any financial relationships with the County such as grants, contracts, or other
economic relations?
Yes No
Environmental Compliance
Manager
Sweetser___Associates__Inc_experience__employment__education_2016-
07-18.pdf
Larry Sweetser Page 6 of 7
March 20, 2018 CCC Board of Supevisors Minutes 158
If Yes, please identify the nature of the relationship:
Larry Sweetser Page 7 of 7
March 20, 2018 CCC Board of Supevisors Minutes 159
Assisting you through the regulatory maze
SWEETSER & ASSOCIATES, INC.
Larry D. Sweetser, Jr., M.S.
PROFESSIONAL EXPERIENCE
Principal/Owner, Sweetser & Associates, Inc. (1999 to present)
Specializing in environmental regulatory assistance to local government and the solid waste industry. Services
include: monitoring environmental regulatory agencies, assisting with solid waste facility permitting and
compliance requirements, waste screening/load checking program development, training and program review,
environmental assessment of solid waste operations, hazardous materials management assistance including
development and review of household hazardous waste programs, occupational safety and health program
development, and assistance with AB 939 Integrated Waste Management Plans. Mr. Sweetser has provided load
checking training and occupational health and safety audits and training to local public and private solid waste
operators. The CalRecycle has also contracted for load checking training services.
Currently Sweetser & Associates is contracted to assist the Rural Counties Environmental Services Joint Power
Authority’s (ESJPA) 22 member counties with solid and hazardous waste programs. Activities include monitoring
the CalRecycle and other state agencies, assistance with AB 939 compliance and planning issues, Mandatory
Commercial Recycling, Paint Product Stewardship, solid waste facility regulations, development and permitting of
Household Hazardous Waste Collection Facilities and Agricultural Used Oil Centers. On behalf of the ESJPA, Mr.
Sweetser has served on numerous agency advisory committees including the Illegal Dumping Task Force and ad-
hoc groups such as the Air Resources Board landfill greenhouse gas inventory, and landfill postclosure financial
assurance.
Director of Regulatory Affairs, Norcal Waste Systems, Inc. (1991 to 1999)
Responsible for corporate regulatory and legislative affairs and provided executive management with policy
recommendations for this nearly $338 million dollar employee-owned company. Served as company liaison with
regulatory agencies on regulatory developments, solid waste facility permits approvals and integrated waste
management plan assessment. Participated in numerous workgroups and advisory panels including: solid waste
permitting regulatory development, Regulatory Structure Update, Metallic Discards Task Force, and AB 939
disposal reporting system workgroup. Typically, coordinated the solid waste industry response to regulatory
proposals such as: SWRCB Phase II landfill regulations revision, transfer/processing tiered permitting regulations,
and Regulatory Structure Update.
Managed corporate environmental compliance department with responsibility for assisting over 20 subsidiary
operations with all aspects of hazardous materials and wastes management, development and permitting of
household hazardous waste facilities and one-day collection events, underground tank compliance and removal,
aboveground tank requirements, spill prevention control and countermeasure plans, and acceptance of special
wastes. Designed and conducted operational manuals and training programs such as: waste screening, household
hazardous waste programs, storm water sampling, respiratory protection, hearing conservation, and a variety of
other trainings as required. Conducted annual environmental compliance audits of subsidiary solid waste facilities
and maintenance operations. Compiled reports on company compliance for review by executive management.
March 20, 2018 CCC Board of Supevisors Minutes 160
Environmental Compliance Manager, Norcal Waste Systems, Inc. (1988 to 1991)
Developed and implemented environmental compliance programs including: conducting environmental audits of
subsidiary solid waste operations, management of hazardous materials and waste, load checking program
development and implementation, development of household hazardous waste collection facilities and events,
underground tank compliance, supervised remediation activities for other company properties, spill prevention
control and countermeasure plans for aboveground tanks, and air quality permits. Member of corporate Safety
Committee and Facility Audit Team.
Hazardous Waste Programs Manager, Sanitary Fill Company (1984 to 1988)
Responsible for establishing and operating a management program to effectively identify and remove
hazardous and other prohibited waste from San Francisco’s solid waste transfer station. This program includes
such components as: customer notification of policy, employee training program to identify hazardous wastes,
screening procedures, reporting procedures, proper handling techniques, and emergency response
procedures. Designed and implemented San Francisco's Household Hazardous Waste Collection Facility that
accepts hazardous waste from San Francisco's residents on a three-day per week basis. This facility was the
first household hazardous waste facility utilizing dedicated personnel.
Safety Director/Chemist (Nuclear Science), TMA – Thermo Analytical Inc. (Formerly EAL Corporation) (1979 to
1984) – Instituted safety and hazardous waste management program at environmental analysis laboratory. The
safety program stressed employee awareness and involvement that resulted in a 60 % decrease in accident rates
and a workman's compensation insurance premium refund of 85%. Hazardous waste management
responsibilities included: insuring proper segregation and storage of hazardous waste, utilizing practical
alternatives to hazardous material usage and disposal, insuring proper waste packaging, transportation and
disposal arrangements, and preparation of management status reports. Low level radiochemical analysis utilizing:
precipitation reaction, solvent extraction, ion exchange separation, electrodeposition, liquid scintillation, cryogenic
and de-emanation methods.
EDUCATION/CERTIFICATION
• Registered Environmental Assessor I, Number REA-2082, State of California, Certification discontinued
• M.S. Environmental Management, University of San Francisco. Hazardous Waste Management Emphasis.
Thesis: Household Hazardous Waste Collection Projects: Operational Analysis and Risk Reduction.
• A.B. Environmental Science, University of California, Berkeley Physical Science Emphasis, Thesis: San Pablo
Bay: An Environmental Perspective.
• Solid Waste Association of North America (SWANA), Gold Rush Chapter, Corporate Board of Director 1999
to 2007/2015 to present, Special Waste Committee Chair, Legislative Task Force Member 1999 to present
• Solid Waste Association of North America (SWANA), Special Waste Management Division, Policy
Committee Chair, Member of Training and Technical/Education/Communication Committee 2000 to 2002.
• North American Hazardous Materials Management Association, California Chapter 2005 to present.
RECOGNITIONS
• Outstanding Personal Service, Cal/EPA Used Oil/Household Hazardous Waste Conference. 2006, 2011
• SWANA California Gold Rush Chapter, Corporate Member of the Year, 2007-2008
• North American Hazardous Materials Management Association, Home Town Hero, 2007, Trainer
Extraordinaire 2012
• SWANA California Gold Rush Chapter, Outstanding Corporate Award, 199-2000, 2001-2002, 2005-2006
• SWANA California Gold Rush Chapter, Outstanding Service Award, 2003-2004, 2011-2012
March 20, 2018 CCC Board of Supevisors Minutes 161
Submit Date: Mar 04, 2018
Seat Name (if applicable)
First Name Middle Initial Last Name
Email Address
Home Address Suite or Apt
City State Postal Code
Primary Phone
Employer Job Title Occupation
Contra Costa County Boards & Commissions
Application Form
Profile
Which Boards would you like to apply for?
Local Enforcement Agency Independent Hearing Panel: Submitted
Describe why you are interested in serving on this advisory board/commission (please limit
your response to one paragraph).
I would like to continue to serve on this hearing panel
This application is used for all boards and commissions
Do you, or a business in which you have a financial interest, have a contract with Contra
Costa Co.?
Yes No
Reappointment for Darryl Young
Darryl Young
San RAmon CA 94583
Darryl Young Page 1 of 6
March 20, 2018 CCC Board of Supevisors Minutes 162
If "Other" was Selected Give Highest Grade or
Educational Level Achieved
Name of College Attended
Course of Study / Major
Units Completed
Degree Type
Date Degree Awarded
Is a member of your family (or step-family) employed by Contra Costa Co.?
Yes No
Education History
Select the highest level of education you have received:
Other
College/ University A
Type of Units Completed
Quarter
Degree Awarded?
Yes No
College/ University B
Bachelors
University of California, San Diego
Bioengineering: Biotechnology
292.5
BS
6/2012
Darryl Young Page 2 of 6
March 20, 2018 CCC Board of Supevisors Minutes 163
Name of College Attended
Course of Study / Major
Units Completed
Degree Type
Date Degree Awarded
Name of College Attended
Course of Study / Major
Units Completed
Degree Type
Type of Units Completed
Quarter
Degree Awarded?
Yes No
College/ University C
Type of Units Completed
None Selected
Degree Awarded?
Yes No
University of California, San Diego
Extension
Financial Analysis
18
Certificate
Darryl Young Page 3 of 6
March 20, 2018 CCC Board of Supevisors Minutes 164
Date Degree Awarded
Course Studied
Hours Completed
Dates (Month, Day, Year) From - To
Hours per Week Worked?
Position Title
Other schools / training completed:
Certificate Awarded?
Yes No
Work History
Please provide information on your last three positions, including your current one if you are
working.
1st (Most Recent)
Volunteer Work?
Yes No
Employer's Name and Address
Twitch 225 Bush St, San Francisco, CA 94104
Duties Performed
Develop Software for Twitch
2/20/2018 - Present
40
Software Engineer
Darryl Young Page 4 of 6
March 20, 2018 CCC Board of Supevisors Minutes 165
Dates (Month, Day, Year) From - To
Hours per Week Worked?
Position Title
Dates (Month, Day, Year) From - To
Hours per Week Worked?
Position Title
2nd
Volunteer Work?
Yes No
Employer's Name and Address
Gilead Sciences, Foster City, CA 333 Lakeside Drive Foster City, CA 94404
Duties Performed
Software engineer and architect for the development, deployment, and customization of applications for
various departments including Security, Project Management, Regulatory Compliance, and Vendor
Management. Working individually or in a team of 2-3 developers, I develop web and desktop applications
to fulfill business needs for a pharmaceutical company with over 15,000 employees. I design software
architecture, develop front-end and back-end code, and perform design and code reviews. I am also the
technical liaison to business system owners and technical teams to drive a system from conceptualization
and requirements to development and deployment.
3rd
Volunteer Work?
Yes No
06/02/2014 to 02-16-2018
40
Software Engineer
02-10-2013 to 05-30-2014
40
Quality Assurance Analyst
Darryl Young Page 5 of 6
March 20, 2018 CCC Board of Supevisors Minutes 166
Upload a Resume
If "Other" was selected please explain
Employer's Name and Address
Bracket Global , San Francisco, CA 94107
Duties Performed
• Ensure compliance to federal and local regulations • Assist with root cause analysis and CAPA/audit
findings resolution from internal/external audits. • Control QMS documentation/records to ensure quality
and regulatory compliance.
Final Questions
How did you learn about this vacancy?
Other
. Do you have a Familial or Financial Relationship with a member of the Board of
Supervisors?
Yes No
If Yes, please identify the nature of the relationship:
Do you have any financial relationships with the County such as grants, contracts, or other
economic relations?
Yes No
If Yes, please identify the nature of the relationship:
Reappointment
Darryl Young Page 6 of 6
March 20, 2018 CCC Board of Supevisors Minutes 167
RECOMMENDATION(S):
RE-APPOINT Eric Brown to the East County City 1 seat on the Affordable Housing Finance Committee to
a new three-year term expiring June 30, 2020.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
The Affordable Housing Finance Committee (AHFC) advises the Board of Supervisors on the allocation of
approximately $3 million in HOME Investment Partnerships Act and Community Development Block
Grant funds for affordable housing development in Contra Costa County. The Committee consists of nine
members, including three Community Representatives, three County Representatives and three City
Representatives. The three City Representatives are endorsed by the cities in each subregion of the County.
All AHFC members are appointed by the Board of Supervisors to serve staggered three-year terms.
Applicants for the City Representative positions are considered by the appropriate cities and their
recommendations are forwarded to the Board of Supervisors for approval.
Eric Brown, a resident of Brentwood, has served on the AHFC since 2008.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Kara Douglas,
925-674-7880
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board
of Supervisors on the date shown.
ATTESTED: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 16
To:Board of Supervisors
From:John Kopchik, Director, Conservation & Development Department
Date:March 20, 2018
Contra
Costa
County
Subject:Appointment to the East County City 1 seat on the Affordable Housing Finance Committee
March 20, 2018 CCC Board of Supevisors Minutes 168
BACKGROUND: (CONT'D)
He is an active and engaged member of the committee. Conservation and Development staff surveyed the
cities of Antioch, Brentwood, Oakley and Pittsburg to seek input on re-appointing Mr. Brown to the AHFC
as the East County Representative. Staff from all four cities support this reappointment.
CONSEQUENCE OF NEGATIVE ACTION:
If this appointment is not made, the committee will have a vacancy and will continue to advertise for new
members.
March 20, 2018 CCC Board of Supevisors Minutes 169
RECOMMENDATION(S):
APPROVE Appropriation Adjustment No.5058 authorizing new revenue in the Office of the Sheriff (0255)
in the amount of $320,000 from the 2016 State Homeland Security Grant Program (SHSGP) and
appropriating it for the Sheriff-Coroner's purchase of an OFX /ForensicSCAN Dual View High
Performance Forensic Digital X-ray Imaging Machine with trailer.
FISCAL IMPACT:
Zero Net County Cost. 100% SHSGP funded.
BACKGROUND:
The California Governor's Office of Emergency Service (Cal OES) is responsible for designing and
implementing homeland security initiatives and ensuring that the state is ready to protect lives and property
by effectively preparing for, preventing, responding to. and recovering from all threats, crimes, hazards, and
emergencies. To help fulfill this mission, Cal OES administers a pass-through program of federal homeland
security grant funds to local public agencies through California, This program is critical to maintaining the
quality and quantity of homeland security initiative programs provided within the County. The funding will
allow for enhanced coordination and communication among the disciplines to maximize protective actions,
emergency preparedness, and the effective response to emergencies and disasters.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Liz Arbuckle,
335-1529
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board
of Supervisors on the date shown.
ATTESTED: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Liz Arbuckle, Heike Anderson, Tim Ewell
C. 17
To:Board of Supervisors
From:David O. Livingston, Sheriff-Coroner
Date:March 20, 2018
Contra
Costa
County
Subject:Appropriation Adjustment - State Homeland Security Grant Program (SHSGP) 2016
March 20, 2018 CCC Board of Supevisors Minutes 170
AGENDA ATTACHMENTS
Appropriations and Revenue Adjustment No. 5058
MINUTES ATTACHMENTS
Signed: Appropriations and Revenue Adjustment No.
5058
March 20, 2018 CCC Board of Supevisors Minutes 171
March 20, 2018CCC Board of Supevisors Minutes172
March 20, 2018CCC Board of Supevisors Minutes173
March 20, 2018 CCC Board of Supevisors Minutes 174
March 20, 2018 CCC Board of Supevisors Minutes 175
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, on behalf of the
Workforce Development Board of Contra Costa, to apply for and accept grant funding from California
Employment Development Department in an amount not to exceed $400,000 for the Supervised Population
Workforce Training Program for the period May 1, 2018 through April 30, 2020.
FISCAL IMPACT:
County to receive an amount not to exceed $400,000 from California Employment Development
Department (100% State) (50% match from AB 109 funding).
BACKGROUND:
The grant will fund programs to help develop workforce training programs for individuals on probation,
mandatory supervision, and post release community supervision. The goal is to assist these populations in
obtaining marketable industry or apprenticeship certificates, credentials, or degrees. The grant encourages
collaboration among partners in the development of service delivery strategies and alignment of resources
to better connect supervised populations with employment innovation that creates and adapts existing
approaches or accelerates application of promising practices in workforce development; and, system change
that utilizes the grant to encourage adoption of proven strategies and innovations that can be sustained
beyond the grant period.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Elaine Burres,
608-4960
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 18
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:California Employment Development Department Supervised Population Workforce Training Grant
March 20, 2018 CCC Board of Supevisors Minutes 176
BACKGROUND: (CONT'D)
Funding will allow programs to create new and expand existing regional partnerships that include
Workforce Development Boards, community colleges, community-based organizations, labor
organizations, industry associations, and coalitions of employers. Funds may be used to provide training,
support services, and job placement assistance.
CONSEQUENCE OF NEGATIVE ACTION:
Programs designed to expand existing regional partnerships could be delayed or withdrawn due to lack of
funding.
March 20, 2018 CCC Board of Supevisors Minutes 177
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Works Director, or designee, to execute Amendment No. 4 to the
Real Property Services Agreement between the County and Solano Transportation Authority (STA), to
increase the payment limit by $50,000, to a new payment limit of $938,505, to provide additional right of
way services to STA for the I-80/I-680/SR-12 project, as recommended by the Public Works Director,
Fairfield area. (Project No. 4500-6X5800)
FISCAL IMPACT:
100% Solano Transportation Authority Funds.
BACKGROUND:
STA requires a variety of right of way services for its I-80/I-680/SR-12 Interchange Project, but STA has
no right of way staff. On December 1, 2010, the County and STA entered into a Real Property Services
Agreement. Under the Agreement, the County’s Public Works Department, Real Estate Services Division
has been
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Jewel Lopez, 925.
313-2191
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Auditor-Contoller, PW Finance, Solano Transportation Authority
C. 19
To:Board of Supervisors
From:Brian M. Balbas, Public Works Director/Chief Engineer
Date:March 20, 2018
Contra
Costa
County
Subject:APPROVE Amendment No. 4 to Real Property Services Agreement to provide Right of Way Services to the Solano
Transportation Authority.
March 20, 2018 CCC Board of Supevisors Minutes 178
BACKGROUND: (CONT'D)
providing project-related right of way acquisition services to STA, and STA has been paying the County
for its actual costs to provide those services.
The Agreement has been amended on three prior occasions, to increase the payment limit of the
Agreement, and to specify additional right of way services to be provided to STA. This fourth
amendment will increase the payment limit of the Agreement, to enable STA to pay the County for
additional right of way services that will be provided to STA.
CONSEQUENCE OF NEGATIVE ACTION:
STA would not be able to contract for additional right of way services to be provided by the Public
Works Real Estate staff.
ATTACHMENTS
ROW Services Agreement
March 20, 2018 CCC Board of Supevisors Minutes 179
Amendment No. 4
Page 1 of 3
REAL PROPERTY SERVICES AGREEMENT
AMENDMENT NO. 4
1. Effective Date and Parties. Effective on December 13, 2017, the COUNTY OF
CONTRA COSTA, a political subdivision of the State of California (hereinafter
referred to as "County"), and Solano Transportation Authority, a joint powers
agency (hereinafter referred to as "Agency"), hereby amend the Real Property
Services Agreement entered into by the parties (effective December 1, 2010),
the Real Property Services Agreement No. 1 (effective March 12, 2012), the Real
Property Services Agreement No. 2 (effective October 15, 2012), and the Real
Property Services Agreement No. 3 (effective March 1, 2014) as follows:
2. Amendment Specifications: The Agreement identified above is hereby
amended as set forth in the Real Property Services Agreement Amendment No. 4
for the County to provide R/W transfer activities for the transfer of property to
Caltrans for the I-80/I-680/SR12 Interchange – Initial Construction Package.
3. Payment Limit Increases. The payment limit of the above described
Agreement, as previously amended, is increased by $50,000, from $888,505 to a
new total payment limit of $938,505.
COUNTY OF CONTRA COSTA SOLANO TRANSPORTATION
AUTHORITY
By _____________________________ By _____________________________
Brian M. Balbas Daryl Halls, Executive Director
Public Works Director
Recommended for Approval: Approved as to Form:
by STA Legal Counsel
By _____________________________ By _________________________
Karen A. Laws
Principal Real Property Agent
APPROVED AS TO FORM:
Sharon L. Anderson, County Counsel
By
Deputy County Counsel
March 20, 2018 CCC Board of Supevisors Minutes 180
Amendment No. 4
Page 2 of 3
SOLANO TRANSPORTATION AUTHORITY (STA)
WB I-80 to SR12 (West Connector and Green Valley Rd. Interchange
Improvement Project)
RIGHT OF WAY SCOPE OF SERVICES
(AMENDMENT 4)
1. The Payment Limit as set forth in Section 4 of the Agreement is increased by
$50,000 from $888,505 to a new Payment Limit of $938,505. This increase is
based on the following budget of additional costs for services the County will
provide under Section 3 of the Agreement.
RIGHT OF WAY SERVICES * - 23 OWNERSHIPS
*See page 3 for detailed breakdown of estimate
CLOSEOUT AND R/W TRANSFER $50,000
TOTAL $50,000.00
2. The attached Right of Way Services Cost Estimate Table (Cost Estimate)
indicates how it is anticipated that the above costs will be allocated by position
and category of services.
G:\realprop\STA I80 - I680 Corridor\Contracts\CoCoCo Amendment No 4 for real property services 12.28.17.docx
March 20, 2018 CCC Board of Supevisors Minutes 181
Amendment No. 4
Page 3 of 3
March 20, 2018 CCC Board of Supevisors Minutes 182
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, on behalf of the
Workforce Development Board, to apply for and accept Workforce Innovation and Opportunity Act
Disability Employment Accelerator grant funding in an amount not to exceed $350,000 from the California
Employment Development Department to design, develop, and implement strategies that accelerate
employment and re-employment for people with disabilities, for the period March 1, 2018 through February
29, 2020.
FISCAL IMPACT:
If approved, the County may receive up to $350,000 in federal funds through the California Employment
Development Department. (40% in-kind or cash match required)
BACKGROUND:
Historically, people with disabilities (PWD) are employed at rates less than half of the general population.
Developing workforce models and strategies that improve services for PWD remains a priority in the
California Workforce Development system. The Disability Employment Accelerator (DEA) grant funds are
available for seeking innovative ways to strengthen business partnerships around in-demand jobs for PWD.
A major objective of DEA is to insure that PWD have the necessary work-based skills to obtain
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Elaine Burres,
608-4960
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 20
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:Workforce Innovation and Opportunity Act, Disability Employment Accelerator Grant
March 20, 2018 CCC Board of Supevisors Minutes 183
BACKGROUND: (CONT'D)
and retain competitive, integrated employment that offers a career path to advancement.
CONSEQUENCE OF NEGATIVE ACTION:
Without funding, programs addressing employment and re-employment strategies for people with
disabilities could be hindered.
March 20, 2018 CCC Board of Supevisors Minutes 184
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Office of the Sheriff Coroner, or designee to contract with the Oakley
Police Department, as approved by County Counsel, for rendition services for the term of May 1, 2018
through April 30, 2021.
FISCAL IMPACT:
No net County cost, 100% Participant Fees
BACKGROUND:
The Office of the Sheriff Fugitive Unit has Deputy Sheriffs dedicated to handling fugitive cases who are are
experts in the field of extradition and rendition. The Fugitive Unit is often contacted for information and
advice regarding fugitive cases being handled by individual law enforcement agencies. Contracting
extradition and rendition services with the Office of the Sheriff Fugitive Unit is the best available
alternative for police agencies within the county due to our specially trained staff. The benefits of this
arrangement to both individual police agencies and the Office of the Sheriff are considerable. For a
reasonable flat fee, municipalities can quickly turn over this complicated process to officers who are
training and experienced in the rendition process. The establishment of such an agreement will also have
the added benefit of implementing a more
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: 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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 21
To:Board of Supervisors
From:David O. Livingston, Sheriff-Coroner
Date:March 20, 2018
Contra
Costa
County
Subject:Rendition Services
March 20, 2018 CCC Board of Supevisors Minutes 185
BACKGROUND: (CONT'D)
consistent and timely disposition of fugitive cases within Contra Costa County. This action would result in
the Sheriff's Office entering into a contract with Oakley Police Department.
CONSEQUENCE OF NEGATIVE ACTION:
The Office of the Sheriff would be unable to provide this specialized service to the agency.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
March 20, 2018 CCC Board of Supevisors Minutes 186
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract with John K
Takata Corp d/b/a Restoration Management Company in an amount not to exceed $2,500,000.00 to provide
fire, water and mold mitigation services, for the period March 1, 2018 through February 28, 2021,
Countywide.
FISCAL IMPACT:
This cost is to be funded through Facilities Services maintenance budget. (100% General Fund)
BACKGROUND:
Public Works Facilities Services is responsible for emergency repair and mitigation of County facilities
damaged by fire, water or mold. As bid on Bidsync # 1710-256, Restoration
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Stan Burton
925-313-7078
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 22
To:Board of Supervisors
From:Brian M. Balbas, Public Works Director/Chief Engineer
Date:March 20, 2018
Contra
Costa
County
Subject:APPROVE a contract with John K Takata Corp d/b/a Restoration Management Company
March 20, 2018 CCC Board of Supevisors Minutes 187
BACKGROUND: (CONT'D)
Management is one of three vendors being awarded this type of work. Facilities Services is requesting this
contract be approved for a period covering the next three years.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, fire, water and mold mitigation services will be discontinued.
March 20, 2018 CCC Board of Supevisors Minutes 188
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or designee, to execute on behalf of the
County Contract Amendment Agreement #26-777-4 with Stephen Arnold, M.D., an individual, effective
February 1, 2018, to amend Contract #26-777-3, to increase the payment limit by $127,000, from
$1,475,000, to a new payment limit of $1,602,000, to provide additional hours of cardiology services at
Contra Costa Regional Medical Center (CCRMC) and Health Centers, with no change in the term of March
1, 2017 through February 29, 2020.
FISCAL IMPACT:
This amendment is funded 100% by Hospital Enterprise Fund I. (No rate increase)
BACKGROUND:
On February 7, 2017, the Board of Supervisors approved Contract #26-777-3 with Stephen Arnold, M.D.,
to provide cardiology services including, clinic coverage, inpatient care, reading cardiology studies and
on-call services at CCRMC and Health Centers for the period March 1, 2017 through February 29, 2020.
Approval of Contract Amendment Agreement #26-777-4 will allow the contractor to provide additional
cardiology services due to an increase in workload, volume and utilization at CCRMC and Health Centers,
through February 29, 2020.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Samir Shah, M.D.,
925-370-5525
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the
Board of Supervisors on the date shown.
ATTESTED: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: K Cyr, M Wilhelm
C. 23
To:Board of Supervisors
From:Anna Roth, Health Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:Amendment #26-777-4 with Stephen Arnold, M.D.
March 20, 2018 CCC Board of Supevisors Minutes 189
CONSEQUENCE OF NEGATIVE ACTION:
If this amendment is not approved, patients requiring cardiology services at CCRMC and Health Centers
will not have access to Contractor’s services.
March 20, 2018 CCC Board of Supevisors Minutes 190
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to execute a
contract with Metropolitan Van and Storage, Inc., in an amount not to exceed $700,000 to provide archival
records storage, and office furniture and equipment storage, for the period February 1, 2018 through
January 31, 2020.
FISCAL IMPACT:
This contract will increase expenditures by up to $700,000, and will be paid out of Administrative
Overhead (10% County, 48% State, 42% Federal).
BACKGROUND:
Contractor has been providing archival records storage and furniture storage services to the Employment
and Human Services Department (EHSD) for a number of years. Contractor stores, retrieves, and maintains
EHSD files. Contractor also provides storage space for office furniture and equipment. Contractor continues
to provide services in an acceptable manner.
In 2009, EHSD issued a Request for Proposal (RFP) for archival records and furniture storage. At that time,
the Contractor stored over 200,000 cartons of stored media (800,000 individual files). The department
discovered, as a result of this RFP, that the cost to move files and furniture to another facility would be
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: V. Kaplan, (925)
608-4963
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 24
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:Contract with Metropolitan Van and Storage
March 20, 2018 CCC Board of Supevisors Minutes 191
BACKGROUND: (CONT'D)
cost prohibitive including such costs as a fee of $3.00 per box to pull cartons (approximately $600,000),
stocking fees of new contract, and charges of new contractor to enter inventory into a computer system.
EHSD determined that for the immediate future, it will be more cost effective to continue with the current
contractor.
CONSEQUENCE OF NEGATIVE ACTION:
EHSD will be unable to maintain archival records.
March 20, 2018 CCC Board of Supevisors Minutes 192
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director or designee to execute, on behalf of the
County, Contract Amendment Agreement #76-558-1 with Neogenomics Laboratories, Inc., a corporation,
effective February 1, 2017, to amend Contract #76-558 to increase the payment limit by $100,000, from
$50,000 to a new payment limit of $150,000 with no change to the term of September 1, 2016 through
August 31, 2019, to provide additional outside laboratory testing services
FISCAL IMPACT:
This contract is funded 100% by Hospital Enterprise Fund I.
BACKGROUND:
In January 2017, the County Administrator approved and Purchasing Services Manager executed Contract
#76-558 to provide outside laboratory testing services including renal biopsies and various histology tests
not provided at Contra Costa Regional Medical Center (CCRMC) and Health Centers for the period from
September 1, 2016 through August 31, 2019.
CCRMC recently received corrected invoices dating back to February 2017 from the contractor. CCRMC's
clinical laboratory uses this contractor for specialized testing that can only be done at this laboratory due to
special equipment needed.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Jaspreet Benepal,
925-370-5741
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: L Walker , M Wilhelm
C. 25
To:Board of Supervisors
From:Anna Roth, Health Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:Amendment #76-558-1 with Neogenomics Laboratories, Inc.
March 20, 2018 CCC Board of Supevisors Minutes 193
BACKGROUND: (CONT'D)
Approval of Amendment Agreement #76-558-1 will allow the contractor to provide additional outside
laboratory testing services due to an increase in patients and patient testing through August 31, 2019.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, patients requiring outside laboratory testing services will not have access to
the contractor’s services.
March 20, 2018 CCC Board of Supevisors Minutes 194
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Animal Services Director, or designee, to execute a contract with
PetData, Inc., in an amount not to exceed $750,000 for online processing of the County's animal licenses for
the period April 1, 2018 to March 31, 2021.
FISCAL IMPACT:
This contract is funded 100% by Animal Services' licensing revenue.
BACKGROUND:
Since its existence, the Animal Services Department has managed and met the mandate of the County's
animal licensing ordinance (416-6.002) using in-house resources. The department's clerical unit has
supported the processing and managing of its licensing records and revenue system. However due to the
complexity of licensing and staffing demands, the department is struggling to provide the licensing service
and process revenues in a timely manner. The proposed contract with PetData for these services will both
increase the department's service capacity for the public and its revenues beginning April 2018.
Under the contract, PetData will administer the payment and issuance of pet licensing
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Beth Ward,
925-608-8470
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 26
To:Board of Supervisors
From:Beth Ward, Animal Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:Contract with PetData, Inc.
March 20, 2018 CCC Board of Supevisors Minutes 195
BACKGROUND: (CONT'D)
through its online portal, which will be embedded on the department's website. County will pay PetData
on a per license fee issued basis. Pet Data will issue renewal notices to owner's of licensed pets and
provide telephone customer service to owners of licensed pets. PetData will maintain a database of pet
licenses for the department's use.
CONSEQUENCE OF NEGATIVE ACTION:
Failure to approve this contract will impact the department's capacity to process licenses for rabies
control.
ATTACHMENTS
March 20, 2018 CCC Board of Supevisors Minutes 196
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director or designee, to execute Contract Amendment
Agreement #76-580-3 with James Pak, M.D., Incorporated, effective April 1, 2018, to amend Contract
#76-580-2, to increase the payment limit by $69,250, from $99,750 to a new payment limit of $169,000,
with no change in the original term of September 1, 2015 through August 31, 2018, to provide additional
hours of anesthesiology services at CCRMC and Health Centers.
FISCAL IMPACT:
This amendment is funded 100% by Hospital Enterprise Fund I. (No rate increase)
BACKGROUND:
In August 2017, the County Administrator approved and the Purchasing Services Manager executed
Contract #76-580-2 with James Pak, M.D., Incorporated to provide anesthesiology services including
consultation and medical procedures at Contra Costa Regional Medical Center (CCRMC) and Health
Centers, for the period September 1, 2015 through August 31, 2018.
Approval of Contract Amendment Agreement #76-580-3 will allow the contractor to provide additional
hours of anesthesiology services due to an increase in patient volume at CCRMC and Health Centers,
through August 31, 2018.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Samir Shah, M.D.,
925-370-5525
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the
Board of Supervisors on the date shown.
ATTESTED: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: K Cyr, M Wilhelm
C. 27
To:Board of Supervisors
From:Anna Roth, Health Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:Amendment #76-580-3 with James Pak, M.D., Inc.
March 20, 2018 CCC Board of Supevisors Minutes 197
CONSEQUENCE OF NEGATIVE ACTION:
If this amendment is not approved, patients requiring anesthesiology services will not have access to the
contractor’s services.
March 20, 2018 CCC Board of Supevisors Minutes 198
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Health Services Director, or designee, to execute Contract #74-394-9
with Ronald L. Leon, M.D, Inc., a corporation, in an amount not to exceed $174,720, to provide outpatient
psychiatric services to patients in East Contra Costa County, for the period April 1, 2018 through March 31,
2019.
FISCAL IMPACT:
This contract is funded 100% by Mental Health Realignment. (No rate increase)
BACKGROUND:
On March 14, 2017, the Board of Supervisors approved Contract #74-394-8 with Ronald L. Leon, M.D.,
Inc., to provide outpatient psychiatric services including diagnosing, counseling, and evaluating, and
providing medical and therapeutic treatment to patients in East Contra Costa County, for the period from
April 1, 2017 through March 31, 2018.
Approval of Contract #74-394-9 will allow the contractor to continue providing outpatient psychiatric
services through March 31, 2019.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Cynthia Belon,
925-957-5201
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board
of Supervisors on the date shown.
ATTESTED: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: E Suisala , M Wilhelm
C. 28
To:Board of Supervisors
From:Anna Roth, Health Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:Contract #74-394-9 with Ronald L. Leon, M.D., Inc.
March 20, 2018 CCC Board of Supevisors Minutes 199
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, adult patients in East Contra Costa County requiring outpatient psychiatric
services will not have access to the contractor’s services.
March 20, 2018 CCC Board of Supevisors Minutes 200
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Health Services
Department, a purchase order with Interline Brands, Inc. in an amount not to exceed $1,500,000 for the
purchase of janitorial supplies and minor equipment for Contra Costa Regional Medical Center (CCRMC)
and Health Centers for the period from April 1, 2018 through March 31, 2020.
FISCAL IMPACT:
100% included in the Hospital Enterprise Fund I budget.
BACKGROUND:
Interline Brands, Inc. provides janitorial supplies, parts, gloves, clothing, minor equipment, vacuums, floor
polishers, carts, air blowers, squeegees, non-medical supplies, cups and plates, silverware, mats, tissue and
other paper products, liners, batteries, baskets, female hygiene products, soap containers, umbrella bags,
towels, kits, and other products to ensure that CCRMC and Health Centers are sanitary.
CONSEQUENCE OF NEGATIVE ACTION:
If this purchase order is not approved, CCRMC and Health Centers will be unable to keep the facilities
clean, which would impact patient care.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Jaspreet Benepal,
925-370-5101
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the
Board of Supervisors on the date shown.
ATTESTED: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Margaret Harris, Tasha Scott, Marcy Wilhelm
C. 29
To:Board of Supervisors
From:Anna Roth, Health Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:Purchase Order with Interline Brands, Inc.
March 20, 2018 CCC Board of Supevisors Minutes 201
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Director of Risk Management, or designee, to execute a contract with
Desktop Alert Inc., including modified indemnification language, to provide a desktop emergency alert
notification for County staff in the amount of $210,000 for the period of December 1, 2017 through
December 31, 2021.
FISCAL IMPACT:
Funded by charges to user departments.
BACKGROUND:
The Risk Management Division of the County Administrator’s Office began implementing, in the Fall of
2017, a pilot mass notification software system through Desktop Alert Inc to be able to rapidly
communicate to employees during potential emergencies. The system is designed to electronically alert
users to disasters, hazardous situations/incidents, fires, active shooters, toxic chemical release, business
interruptions, etc.. This system is currently being used by NATO, the US Air Force and National Guard and
will be implemented as an additional tool for the enhancement of employee safety.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Sharon Hymes-Offord
(925) 335-1442
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the
Board of Supervisors on the date shown.
ATTESTED: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: All County Departments (via County Administration)
C. 30
To:Board of Supervisors
From:David Twa, County Administrator
Date:March 20, 2018
Contra
Costa
County
Subject:Agreement with Desktop Alert Inc.
March 20, 2018 CCC Board of Supevisors Minutes 202
BACKGROUND: (CONT'D)
The system will allow for the electronic notification of thousands of employees with critical information
simultaneously and timely. The system will be managed by Risk Management, the County Administrator's
Office (CCTV) and the Department of Information Technology.
Some of the departments that are involved in the initial pilot testing include the County Administrator's
Office, Department of Information Technology, Risk Management, Child Support Services, Clerk of the
Board, Human Resources, Employment & Human Services, and a division of the District Attorney's Office.
The intention is to deploy the program to all County Departments over the course of the contract period
which would involve approximately 9,000 users by December, 2021.
Under the contract, the County agrees to indemnify and hold harmless the contractor from third party
claims asserted against the contractor based on County’s negligence or willful misconduct in its
performance of this Agreement.
CONSEQUENCE OF NEGATIVE ACTION:
The County will be without an effective method of communicating to employees during potential
emergencies.
March 20, 2018 CCC Board of Supevisors Minutes 203
RECOMMENDATION(S):
Acknowledge receipt of notice from PRI Management Group, Inc., requesting termination of Contract
#45864, which provided for information technology project management and technical consultation
services, and ratify the agreement reached between the contractor and the County Administrator to
terminate the contractual obligations effective at the close of business on March 21, 2018.
FISCAL IMPACT:
This contract is funded through a penalty assessment on failure to appear/failure to pay on Vehicle Code
violations.
BACKGROUND:
On July 11, 2017, the Board of Supervisors approved Contract #45864 with PRI Management Group, Inc.,
for the provision of project management and technical consultation for the project to replace the County's
automated warrant system, for the period August 1, 2016 through June 30, 2018.
The Department received a letter from the Contractor dated March 7 requesting termination of this
Contract. In accordance with General Conditions, paragraph 5 (Termination), the Contractor and the County
Administrator's Office mutually agree to terminate the contract effective March 21, 2018.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: 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: March 20, 2018
, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 31
To:Board of Supervisors
From:David Twa, County Administrator
Date:March 20, 2018
Contra
Costa
County
Subject:TERMINATION OF CONTRACT WITH PRI MANAGEMENT GROUP, INC.
March 20, 2018 CCC Board of Supevisors Minutes 204
ATTACHMENTS
PRI Termination
Letter
March 20, 2018 CCC Board of Supevisors Minutes 205
March 7, 2018
Julie Enea
Contra Costa County
Via email
Julie.Enea@cao.cccounty.us
Re: JAWS Project
Dear Julie,
Per the terms of our contract for the JAWS project, section 5.a., "Termination and
Cancellation", Standard Form L-5, PRI is terminating our contract with Contra Costa County.
According to this paragraph, the contract may be "cancelled immediately" by either party, by
written mutual consent.
Please confirm that PRI will be paid according to the last payment demand form submitted on
March 2, 2018 for $6277.00, prior to your written acknowledgement of this cancellation notice.
Thank you.
Regards,
E. N. Claughton III
Ed Claughton, President
PRI Management Group
March 20, 2018 CCC Board of Supevisors Minutes 206
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to execute a
contract amendment with KinderCare Learning Centers LLC to increase the payment limit by $183,999 to a
new payment limit of not to exceed $254,999, to add 16 childcare slots for Early Head Start Childcare
Partnership program services and 16 childcare slots for State General Childcare Development, with no
change to the term of December 1, 2017 through June 30, 2018.
FISCAL IMPACT:
This contract is 49.8% funded by federal grant funds from the Administration for Children and Families
(Head Start Program). The remaining 50.2% of the contract is State funded through the California
Department of Education. There is no County match requirement.
[CFDA 93.600]
BACKGROUND:
Contra Costa County receives funds from the U.S. Department of Health and Human Services,
Administration for Children and Families (ACF) to provide Head Start and Early Head Start program
services to program eligible County residents. The Employment and Human Services Department, in turn,
contracts with a number of community-based organizations to provide a wider distribution of services.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: CSB (925) 681-6334
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Nelly Ige, Haydee Ilan, Nasim Eghlima
C. 32
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:2017-18 KinderCare Learning Centers LLC Childcare Services Contract, Amendment 1
March 20, 2018 CCC Board of Supevisors Minutes 207
BACKGROUND: (CONT'D)
The original contract with KinderCare Learning Center LLC was to provide Early Head Start Childcare
Partnership program services by funding 16 childcare program slots for children ages 0 to 3 years. The
original contract was for $71,000 and did not require a board order. This board order is to approve adding
$183,999 to the contract for 16 additional childcare slots and start up funding for the Early Head Start
Childcare Partnership program and to add funds for 16 childcare slots in the State General Childcare and
Development program.
CONSEQUENCE OF NEGATIVE ACTION:
If not approved, the County will not be able to fund additional childcare slots and start up funds for it's
community based agency partner, KinderCare Learning Centers LLC.
CHILDREN'S IMPACT STATEMENT:
The Employment and Human Services Department Community Services Bureau 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.
March 20, 2018 CCC Board of Supevisors Minutes 208
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Purchasing Agent, on behalf of the Employment and Human Services
Director, to amend and extend the Blanket Purchase Order with Sysco Food Services to increase the
payment limit by $790,704 to a new amount not to exceed $1,790,704, for food and non-food product items,
equipment and supplies, and to extend the term to August 1, 2014 through December 31, 2020.
FISCAL IMPACT:
This purchase order is funded 50% ($895,352) through the California Department of Education and 50%
($895,352) through the Department of Health and Human Services Administration for Children and
Families.
[CFDA # 93.600]
BACKGROUND:
The Department utilizes this company to furnish food service supplies and equipment to provide daily food
service to the childcare centers operated by the Department. The original contract in the amount of $1
million for the period August 1, 2014 through July 31, 2018 was approved by the Board of supervisors at
it's July 29, 2014 meeting.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: CSB (925) 681-6389
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Nasim Eghlima, Angela Winn
C. 33
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:March 20, 2018
Contra
Costa
County
Subject:Renewal of Blanket Purchase Order with Sysco Food Services
March 20, 2018 CCC Board of Supevisors Minutes 209
CONSEQUENCE OF NEGATIVE ACTION:
If not approved, the County will not be able to make necessary purchases to operate the childcare centers.
CHILDREN'S IMPACT STATEMENT:
The Employment & Human Services Department Community Services Bureau 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
Sysco Purchase Order
March 20, 2018 CCC Board of Supevisors Minutes 210
CO"v;UNITV S UVICfS
BU'(AU
Contra Costa County
Employment and Human Services Department
Community Services Bureau
Request for Purchase Order Requisition
Vendor:
(Suggested)
_S-----L-s_c_o_F_o_o_d_S_v_c_s_I_S_a_n_F_r_a_n_c_is_c_o _____ -----i Del ivery Add ress:
5900 Stewart Avenue
1470 Civic Ct.
1
Fremont
City
Address
CA
State
Concord
City
94538
Zip Requested by
Name and address of vendor must be completed.
Quantity Detailed Description of Item(s) requested
Include Item #, Model #, Measurements, or Pictures of Item s
Change order for Blanket Purchase Order # 53158 -Sysco Food Svcs is for the following:
Food and Non-food related products, supplies, items, and equipment as needed .
August 1,2014 thru December 31,2020. Vendor #11175.
Previous PO 53158 attached
Adding funds $790,704
Original PO:
8/1/2014-7/31/2018
Original $1,000,000
Subtotal:
Address
CA
State
Unit Price
$1,790,704
; \1
\'. (),
94520
Zip
Total Price
$1,790,704
$1,790,704 /.rr,
Sales Tax:
~----+-----~
CSB801-Purchase Order Requisition
S hip pin g/De live ry C h a rg e : I---_----::=----::-+---:--,----::-::---=-=----,--~
Total: $1,790,704
Content Revised : 7/23/2007
Electronic Conversion: 8/18/06 March 20, 2018 CCC Board of Supevisors Minutes 211
CRITERIA FOR
SOLE SOURCE / BRAND PROCUREMENT
"SOLE SOURCE JUSTIFICA TION FORM"
Please address by specific reference each question listed below ( 1 -5 ) in your justification.
Failure to respond to any of the questions may result in the rejection of your request.
(When answering questions use separate sheets of paper as needed)
1. Why was the particular product and lor vendor selected?
Sysco Food Services offers a wide and unsurpassed selection of equipment and products of
high quality standards, such as kitchen equipment, frozen and perishable foods items, staple
grocery items, bakery products and refrigeration equipment and accessories. Furthermore,
Sysco's suppliers are required to comply with the company's product standard and
specifications to ensure the quality of Sysco's brand names.
2. What are the unique performance factors of the selected product I service?
Provide detailed specifications and descriptions.
Sysco brand products offer quality and safety which comply with the California Adult and
Child Food Program guidelines. They employ the most capable staff of Quality Assurance
professionals to ensure that their products are safe. They have a Quality Assurance team
that is responsible for screening suppliers and disapproving them if they fail to meet Sysco's
high quality standard.
3. Why are these specific factors required?
Health and Safety is an important and crucial component in the Head Start and Child
Development programs. We are also mandated to comply with the California Adult and Child
Food Program guidelines. Thus, a company that ensures safety and quality in their products,
such as Sysco Food Services is imperative in our program.
4. What other products I services have been examined and rejected?
We have tried purchasing from local grocery stores, but the quantity and quality did not meet
our standard and the State guidelines.
5. Why are other sources providing like goods or services unacceptable?
Full explanation needed.
They are unacceptable because our needs are too large to be spending time driving and
shopping at local grocery stores.
CCC Sole Source Procedure page 1 of 2
March 20, 2018 CCC Board of Supevisors Minutes 212
SUPPLEMENTAL APPROVAL FORM FOR ITEMS OVER $25,000
(if over $100,000-Board of Supervisors Approval needed)
Department: EHSD-Community Services Bureau Date: February 8,2018 ___ _
Authorized Requestor: Sung Kim Telephone: 925-681-6303
A~ho~~R~ue~OrSign~ure: __ ~~~_~~_~_~'_2~-~ ____________ _
(' ~ c::::::::;;==-
I. P.O. Requisition No. Change order to PO 53158
2. Item. Dairy Products Ikitchen equipment/food
3. Single Item C Multiple Like Items X Integrated System C
4. How does this purchase meet the Departments operational needs?
Sysco Food Service offers a wide selection of food and equipment supplies, such as kitchen
equipment, paper and plastic products, refrigeration equipment and accessories, bakery products,
frozen, and perishable food items. These are crucial in the operation of CSB's central kitchen that
serves over 40,000 meals monthly to the children in the child care centers all throughout the county.
5. Estimated cost: $1,790,704 from August 1,2014 to December 31,2020
5. Funding Source: State (50%) and Federal (50%) funds ___________ _
6. I nformation Tech nology Approval (Needed for acquisition of computer hardware, services, software)
Computer Hardware, Services, and Software meet minimum use guidelines.
Signature: Date: _______ _
7. County Administrator Approval
Signature: Date: . ______ _
Supplemental Approval Form Revised 120109 March 20, 2018 CCC Board of Supevisors Minutes 213
I HEREBY CERTIFY THAT:
1) I am an approved County department representative. I understand the County's requirements
for competitive bidding , as well as the criteria for justification for sole source .
2) I have gathered the required technical information and have made a good faith effort to
review comparable and I or equal equipment I product I services.
Copies are attached .
I certify to the best of my knowledge the validity of the information contained herein.
Department / Division / Office name Community S e rvice s
Department representative name S unq Kim
Department representative signature
(printn~
(Sign ~
Date : 2.8 .1 8
GSD PURCHASING OFFICE USE ONLY:
BUyER: ____________________ __ PURCHASING AGENT I DESIGNEE ______________________ _
APPROVED: NOT APPROVED: DATE: ______________ __
COMMENTS:
eee Sole Source Procedure Form page 2 of 2 (REVISED: SEPTEMBER 2006 )
March 20, 2018 CCC Board of Supevisors Minutes 214
Contra Costa County REQUEST FOR CONTRACT UNIT SERVICES
SECTION I: TYPE OF REQUEST (Check & Complete Applicable Information)
o New Contract (Eff. __ thru __ )
o New Inter Dept. Agreement (Eff. __ thru __ )
C8J Change in Existing Contract 1 Agreement No. F5315801
o Renewal 0 Amendment
C8J Extension 0 Termination
Effective : 08/01/2014 thru 12/31/2020
C8J Board Order/Resolution
(If prior Board action relevant , indicate Ref. # or date : __
o Request for Proposal 1 IFB 0 Legal Notice 0 Application for Pre-Bid Survey
State 1 Federal Contract , Grant, Application , Project or Plan : o New (Eff. __ thru __ ) o Existing : County No . __ State 1 Fed No. __ o Amendment 0 Renewal 0 Termination
SECTION II: CONTRACTOR I AGREEMENT IDENTIFICATION
Contractor: SYSCO FOOD SVCS
Legal Capacity: For Profit Corporation
MBE WBE Certified:
Taxpayer ID No .: __
Contractor's Program Person : __
Name: Garrick Mallory
Title: Account Executive
Phone :
Contractor's Admin 1 Fiscal Person:
Social Services Department
Date: 02/07/2018
Requested by: A. Winn
Phone : 1-4267
Fund/Org#: 1482
Address : 5900 Stewart Avenue
Fremont, CA 94538 Name : Garrick Mallory Phone : 510-695-1950
SECTION III: SPECIFICATIONS:
A. BRIEF PROGRAM 1 PROJECT 1 SERVICE DESCRIPTION (If change in service , describe):
o Based on Attached Information o Based on attached Service Plan
o Based on Previous document o Other: --
B. FUNDING
1. Budget: Total Payment Limit $ 1,790,704 (attached budget)
(If Amendment or Extension Amount of Oh crease '/ Decrease$790J04)
2 . Method of Payment
o a. $ __ monthly , or
o b. $ __ per unit , as defined in Service Plan, or
o c. An amount equal to Contractor's allowable costs that are actually incurred each month , but
subject to the "Budget of Estimated Program Expenditures " included in the Service Plan , or
o d. To be set forth in the Service Plan
3. Funding Source : County $__ State $895 ,352 Federal $895,352 Other $ __
Comments : State=50%; Federal =50%
C . PROGRAM REGUAL TIONS (if applicable): __
D. ACTION DEADLINE (explain): __
SECTION IV: SPECIAL DISTRIBUTION
SEND COPIES TO: o Contractor 0 CAO C8J Other (specify) __
STATE APPROVAL NEEDED 0 YES 0 NO Instruction Letter Attached 0 YES 0 NO
CG3 March 20, 2018 CCC Board of Supevisors Minutes 215
RECOMMENDATION(S):
1. CONSENT to the transfer of the limited partner interest in Danville Senior Housing Associates, L.P.
from Union Bank of California, N. A. to BRIDGE Housing Ventures, Inc.;
2. CONSENT to the refinancing of the first mortgage loan and agree to subordinate the County Deed of
Trust and Regulatory Agreement to the new first mortgage lender;
3. APPROVE and AUTHORIZE the Director of Conservation and Development, or designee, to execute
documents to carry out these actions.
FISCAL IMPACT:
No General Fund impact: one hundred percent federal funds. HOME and CDBG funds are provided to the
County on a formula allocation basis by the U.S. Department of Housing and Urban Development.
BACKGROUND:
On February 11, 2002, the County loaned $1,800,000 of Community Development Block Grant (CDBG)
and $400,000 of HOME Investment Partnerships Act (HOME) funds to BRIDGE Housing Corporation
(BRIDGE or Borrower) for site acquisition and construction of Sycamore Place, a 73 unit affordable senior
apartments complex located at 35 Laurel Drive in Danville (Development). The Development was financed
with low income housing tax credits (LIHTC). BRIDGE formed a limited partnership, Danville Senior
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Kara Douglas,
925-674-7880
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board
of Supervisors on the date shown.
ATTESTED: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 34
To:Board of Supervisors
From:John Kopchik, Director, Conservation & Development Department
Date:March 20, 2018
Contra
Costa
County
Subject:Approvals and Consents to Change of Partners, Ownership and Lender of Sycamore Place in Danville
March 20, 2018 CCC Board of Supevisors Minutes 216
BACKGROUND: (CONT'D)
Housing Associates L.P., to own Sycamore Place. A BRIDGE affiliate, Danville Senior Housing
Associates, Inc., is the general partner, and the tax credit investor, Union Bank of California N.A., is the
current limited partner.
The development has reached the end of its 15-year tax credit partnership agreement. BRIDGE now wishes
to replace Union Bank of California N.A., with a BRIDGE affiliate, BRIDGE Housing Ventures, Inc., as
the new limited partner. The County and BRIDGE entered into a CDBG/HOME Loan Agreement which
allows some transfers of limited partners, but does not include this specific situation. Staff recommends that
the Board consent to this transfer of limited partner.
BRIDGE also wishes to refinance the first mortgage loan in order to finance some rehabilitation of the
development. A new lender will require that the County subordinate its current loan to the new first
mortgage loan (Senior Loan). The County is a junior lien position now to the Senior Loan and this would
not change with the refinance and subordination. The lender has not been identified and there is not a
subordination agreement to review yet. However, the County has previously established the following
general terms for subordination agreements for this type of transaction:
(i) All of the proceeds of the Senior Loan, less any transaction costs, are used to provide acquisition,
construction and/or permanent financing for the Development.
(ii) The lender of the Senior Loan is a state or federally chartered financial institution, a nonprofit
corporation or a public entity that is not affiliated with Borrower or any of Borrower's affiliates, other than
as a depositor or a lender.
(iii) Borrower demonstrates to the County's satisfaction that subordination of the Deed of Trust and the
Regulatory Agreements is necessary to secure adequate acquisition, construction, and/or permanent
financing to ensure the viability of the Development, including the operation of the Development as
affordable housing, as required by the Loan Documents. To satisfy this requirement, Borrower must
provide to the County, in addition to any other information reasonably required by the County, evidence
demonstrating that the proposed amount of the Senior Loan is necessary to provide adequate acquisition,
construction, and/or permanent financing to ensure the viability of the Development, and adequate
financing for the Development would not be available without the proposed subordination.
(iv) The subordination agreement(s) is structured to minimize the risk that the Deed of Trust and the
Regulatory Agreements will be extinguished as a result of a foreclosure by the holder of the Senior Loan.
To satisfy this requirement, the subordination agreement must provide the County with adequate rights to
cure any defaults by Borrower, including: (1) providing the County or its successor with copies of any
notices of default at the same time and in the same manner as provided to Borrower; and (2) providing the
County with a cure period of at least sixty (60) days to cure any default.
(v) The subordination(s) of the Loan is effective only during the original term of the Senior Loan and any
extension of its term that is approved in writing by the County.
(vi) The subordination does not limit the effect of the Deed of Trust and the Regulatory Agreements before
a foreclosure, nor require the consent of the holder(s) of the Senior Loan prior to the County exercising any
remedies available to the County under the Loan Documents.
(vii) Upon a determination by the County's Director – Department of Conservation and Development that
the above conditions have been satisfied, the Director – Department of Conservation and Development or
March 20, 2018 CCC Board of Supevisors Minutes 217
his/her designee will be authorized to execute the approved subordination agreement without the necessity
of any further action or approval.
CONSEQUENCE OF NEGATIVE ACTION:
If the County does not approve the transfer of the limited partner, and subsequent transactions, BRIDGE
will not be able to refinance and complete the planned rehabilitation.
March 20, 2018 CCC Board of Supevisors Minutes 218
RECOMMENDATION(S):
ACCEPT the 2017 annual Integrated Pest Management Program report, as recommended by the
Transportation, Water and Infrastructure Committee.
FISCAL IMPACT:
None.
BACKGROUND:
The Transportation, Water, and Infrastructure Committee (TWIC) has been referred the following item
"Monitor the implementation of the Integrated Pest Management policy."
In fulfillment of that referral, TWIC has directed the County's Integrated Pest Management (IPM)
Coordinator to present the Annual IPM Report to the Committee.
At TWIC's December 11, 2017 meeting, the Committee received the 2017 Annual IPM Report and directed
staff to bring it to the full Board of Supervisors.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Tanya Drlik, IPM
Coordinator 925 335-3214
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 35
To:Board of Supervisors
From:TRANSPORTATION, WATER & INFRASTRUCTURE COMMITTEE
Date:March 20, 2018
Contra
Costa
County
Subject:RECEIVE Annual Report on the County's Integrated Pest Management Program
March 20, 2018 CCC Board of Supevisors Minutes 219
ATTACHMENTS
2017 IPM Annual Report
11-16-17 2000-2017 CCCPest Use Chart
02-07-18 County Staff Responses to PfSE
Concerns
March 20, 2018 CCC Board of Supevisors Minutes 220
Contra Costa County Integrated Pest Management Advisory Committee
2017 Annual IPM Program Status Report
to the
Transportation, Water, and Infrastructure Committee of the Contra Costa Board of Supervisors
Table of Contents
Executive Summary .............................................................................................................................................................................. 3
History of the IPM Advisory Committee ...................................................................................................................................... 5
Background on the IPM Advisory Committee .......................................................................................................................... 5
IPM Advisory Committee Priorities for 2017 ............................................................................................................................. 5
2017 Accomplishments of the IPM Advisory Committee and the IPM Coordinator ............................................. 6
2017 Department IPM Program Highlights and Challenges ............................................................................................ 9
Pesticide Use by Contra Costa County Operations ............................................................................................................ 22
Departmental Integrated Pest Management Priorities For 2018.................................................................................. 27
Attachment A.......................................................................................................................................................................................... 29 Report of the Decision-Making Subcommitte .................................................................................................................... 31 Decision Documents ..................................................................................................................................................................... 33
Attachment B.......................................................................................................................................................................................... 57 Report from the IPM Outreach Subcommittee .................................................................................................................. 59 Pests and Rental Housing in California: Know your rights and responsibilities! .................................................. 60 Script for Pest Management Awareness for In-home Visitors PowerPoint Presentation ............................... 61
Attachment C. ........................................................................................................................................................................................ 67 Pesticide Use Reporting .............................................................................................................................................................. 69
March 20, 2018 CCC Board of Supevisors Minutes 221
March 20, 2018 CCC Board of Supevisors Minutes 222
Contra Costa County Integrated Pest Management Advisory Committee
2017 Annual IPM Program Status Report
to the
Transportation, Water, and Infrastructure Committee of the Contra Costa Board of Supervisors
Executive Summary
Work of the IPM Advisory Committee
This year, the IPM Advisory Committee explored how vegetation in rights-of way is managed in Contra Costa
and in other counties, and developed a pest management awareness training for County in-home visitors.
In 2012, the Committee developed a form for documenting pest management decisions. Since then, the
Departments have been using this form to systematically document management decisions for the pests they work
with. This year, Special Districts and the Grounds Division finalized a document (begun last year) for the
management of gophers in Special Districts and in County landscaping. Decision documents for vegetation
management along roadsides and flood control channels are under review.
This summer, the Committee developed a presentation to educate in-home visitors in various programs
throughout the County about the health and other risks of having pests in the home. The presentation includes
accompanying resource materials. Training sessions began in November and will continue in the new year.
Pesticide Use Reduction by County Operations
Since FY 00-01, County operations have reduced their pesticide use by 75%. During the same time period, they
have reduced their use of “Bad Actor” pesticides by 86%.
Departmental IPM Programs
The Department of Agriculture continues to concentrate its invasive weed program on contracted work for
parkland and municipalities within the County.
A new species, the three-lined cockroach, has been invading County buildings. Although this cockroach was
identified from the County in 2009, it was only last year that it began causing problems in County buildings.
Unlike other cockroaches, this species does not feed on human food and garbage. This makes controlling the
three-lined cockroach with commercial baits very difficult because the insect is not interested in the food
attractants in the currently available cockroach baits. This year the County IPM contractor thoroughly sealed
Building 500 at 255 Glacier. No three-lined cockroaches have been found in monitoring traps inside the building
since. Pest exclusion works because this insect lives outside in the mulch and leaf litter around the building.
The owl box installed last year in Livorna Park in Alamo housed its first tenants over the summer. The box has
been cleaned and is ready for new occupants. The Public Works Department worked with Boy Scouts to install
two owl boxes in the Kubicek Basin in Walnut Creek. The County also worked with the Peregrine Team of Pine
Canyon to erect two nest boxes for American kestrels in Kubicek Basin. This is a project of Native Bird
Connections to increase kestrel habitat in the Mt. Diablo region.
The Roadside and Flood Control Maintenance Division continues to incorporate grazing into its vegetation
management program. This fiscal year the Division used goats to abate weeds on approximately 257 acres, mostly
on flood control facilities. A record-breaking rainy season seriously damaged some roads and blocked others with
downed trees. This tied up crews with repairs and tree removal. Heavy rains spurred the growth of a bumper crop
of weeds in the County, although the County was spared the devastating fires that raged to the north in the fall fed
by the heavy weed growth.
March 20, 2018 CCC Board of Supevisors Minutes 223
March 20, 2018 CCC Board of Supevisors Minutes 224
History of the IPM Advisory Committee
From 2002 to 2009, an informal IPM Task Force met to coordinate implementation of the IPM Policy that was
adopted by the Board of Supervisors in November 2002. The Integrated Pest Management (IPM) Advisory
Committee, a formal body, was created by the Board of Supervisors in November 2009. This report is the eighth
annual status report from the IPM Coordinator and the IPM Advisory Committee.
Background on the IPM Advisory Committee
Purpose of the IPM Advisory Committee
The purpose of the Committee is to:
1. Protect and enhance public health, County resources, and the environment
2. Minimize risks and maximize benefits to the general public, staff, and the environment as a result of
pest control activities conducted by County staff and contractors
3. Promote a coordinated County-wide effort to implement IPM in the County in a manner that is
consistent with the Board-adopted IPM Policy
4. Serve as a resource to help the Agriculture and Public Works Departments and the Board of
Supervisors review and improve existing pest management programs and the processes for making
pest management decisions
5. Make policy recommendations upon assessment of current pest issues and evaluation of possible IPM
solutions
6. Provide a forum for communication and information exchange among members in an effort to
identify, encourage, and stimulate the use of best or promising pest management practices
Members of the IPM Advisory Committee
Currently the Committee has a total of 13 seats consisting of voting and non-voting members. Because the Public
and Environmental Health Advisory Board was abolished in 2016, that seat was replaced by one for the County’s
Sustainability Commission.
The 8 voting members include:
• One representative from Contra Costa Health Services
• One representative from the County Storm Water Program
• One representative from the County Sustainability Commission
• One representative from the County Fish and Wildlife Committee
• One representative from an environmental organization
• Three at-large members of the public
The 4 non-voting members include
• A representative from the Agriculture Department
• Two representative from the Public Works Department (Facilities Division and Maintenance
Division)
• One representative from the County’s pest management contractor
The Committee also has one public member alternate who only votes if one or more of the three at-large public
members, the Sustainability representative, or the Fish and Wildlife representative is absent from a meeting.
IPM Advisory Committee Priorities for 2017
The IPM Advisory Committee focused on the following two IPM program features:
A. IPM decision-making—documenting pest management decisions in County IPM programs
B. Outreach and education—reviewing and/or creating educational pieces for the public and County staff
The Committee formed two subcommittees to work on these priorities, the Decision-Making subcommittee and
the Outreach subcommittee.
March 20, 2018 CCC Board of Supevisors Minutes 225
2017 Accomplishments of the IPM Advisory Committee and the IPM Coordinator
Accomplishments of the IPM Committee
The IPM Advisory Committee (the Committee) held six regular meetings in 2017. The two subcommittees held a
total of 13 meetings to address the above priorities. The IPM Coordinator serves as staff to the Committee and
any subcommittees. According to the wishes of the Committee, the IPM Coordinator arranged for speakers for
three of the six regular Committee meetings held during 2017. The following were the topics and presenters:
1. Pest Prevention by Design: Authoritative guidelines for designing pests out of structures, presented by
Chris Geiger, San Francisco IPM Coordinator
2. Carbon monoxide as a treatment for burrowing rodents, presented by Dr. Roger Baldwin, UC Cooperative
Extension; carbon dioxide as a treatment for burrowing rodents, presented by Dr. Bill Donohue, Sierra
Laboratories
3. Controversy surrounding the herbicide glyphosate, presented by Dr. Brad Hansen, UC Cooperative
Extension
The accomplishments of the IPM Committee and its subcommittees are as follows:
Through the work of the Decision-Making subcommittee, the IPM Advisory Committee
Priority A: IPM Decision-Making
1. Reviewed and provided suggestions for changes to the County’s Landscape Standards under the
section on pest management. All the suggestions were accepted by Public Works staff and have
been incorporated into the document (http://www.contracosta.ca.gov/2147/Landscape-Standards)
2. Gained a better understanding of the complexities involved in pest management along the
County’s road and flood control rights-of-way
3. Gained a better understanding of the challenges and complexities involved in the funding
mechanisms for road maintenance
4. Reviewed and provided suggestions for improvement to three decision-making documents (the
two vegetation management documents are still under review):
a. Gopher management in landscapes (Grounds Division and Special Districts)
b. Vegetation management along County roadsides and road rights-of-way (Public Works
Roadside and Flood Control Channel Vegetation Management Division)
c. Vegetation management along flood control channels (Public Works Roadside and Flood
Control Channel Vegetation Management Division)
5. Continued gathering information on vegetation management on rights-of-way in neighboring Bay
Area Counties
The detailed decision-making documents follow a form devised by the IPM Coordinator and previous
members of the Decision-Making subcommittee. Decision-making documents are considered current as
of the date on the document and may be updated in the future.
See Attachment A for the Decision-Making subcommittee’s final report and the gopher decision
document.
This year, the subcommittee chose to work with the County’s most vulnerable populations through
outreach to in-home visitors with the goals of
Priority B: Outreach and Education
1. Informing County staff of the public health risks of having pests in the home
2. Helping staff to recognize pest problems in their clients’ homes
3. Making staff aware of the resources available for their clients
Through the work of the Outreach subcommittee, the IPM Advisory Committee
1. Gained understanding of the capabilities and constraints of in-home visitors
March 20, 2018 CCC Board of Supevisors Minutes 226
2. Created a 20 to 30 minute PowerPoint presentation with an accompanying script and resource
materials for training County in-home visitors
3. Provided training for County staff
See Attachment B for the Outreach subcommittee’s final report.
Accomplishments of the IPM Coordinator
In addition to staffing the IPM Advisory Committee and working on the two subcommittees, the IPM Coordinator
worked on the issues listed below.
Bed Bugs
The common bed bug continues to be one of the most serious pests in the County, a pest that has provoked
citizens to misuse pesticides to an alarming extent. Pesticides do not solve the problem, and in many cases
make the problem worse. We increasingly see bed bugs affecting the citizens of Contra Costa who have the
fewest resources to combat them.
Answering calls from citizens
The IPM Coordinator records each bed bug complaint, but it is unclear how many calls other staff in the
County are receiving that are not forwarded to the IPM Coordinator. We also have no way of knowing how
many calls city staff receive. In 2017, the IPM Coordinator investigated by telephone (sometimes with the
help of the Bed Bug Task Force) 69 bed bug calls (compared to 75 last year) and provided assistance to the
callers. The IPM Coordinator also met in person with a number of citizens to answer questions about bed
bugs and provide information on prevention and management.
A substantial number of complaints continue to come from West County. There are increasing numbers of
complaints from Pittsburg and Antioch, as well as Walnut Creek and Alamo, and it is generally acknowledged
that there are numerous apartment complexes in Concord with severe infestations throughout the buildings.
Some of these complexes have been infested for 7 or more years.
Educating County staff and the public about bed bugs
The IPM Coordinator
• Continued to organize and staff the County’s Bed Bug Task Force—the Task Force meets every two
months and advocates for increasing public awareness of bed bug problems and for developing sound bed
bug management policy throughout the County
• Maintained the County’s bed bug website and added more information specific to various audiences—
from July 1, 2016 through June 30, 2017, there were 29,202 visits to the site from 20,255 unique visitors
(County staff visits were excluded from this tally in order to obtain a closer approximation of the public
use of the site).
• Provided bed bug awareness training for the following:
o Contra Costa Interfaith Housing in Concord
o Alive Program’s Idaho apartment complex in El Cerrito (housing for HIV patients)
o Summerfield Group Home in Antioch
o CCC WIC staff in Concord
• With the assistance of Pestec, provided a bed bug awareness and prevention training for a group of
managers at the Calli House Youth Shelter in Richmond.
Healthy Schools Act compliance for County Head Starts
In 2015, the IPM Coordinator worked with the County’s Head Start program to come into compliance with
California’s Healthy Schools Act. The IPM Coordinator developed an IPM plan for the Head Start program which
included identifying responsible parties for the provisions of the Act. The IPM Coordinator updates this plan each
year. The IPM Coordinator provided staff with templates for pesticide application posting and for parent and staff
notification of pesticide use.
March 20, 2018 CCC Board of Supevisors Minutes 227
The IPM Coordinator continues to oversee compliance with the Healthy Schools Act.
Advice and Outreach on IPM
The IPM Coordinator
• Gave the IPM Presentation for the Bay Friendly certification training held in February
• Worked with Alameda County Healthy Homes program and IPM experts from the state and around the
Bay to create a PowerPoint presentation on IPM for multi unit property owners
• Participated in the County’s Sustainability Exchange
• Joined the County’s Sustainability Exchange Steering Committee
• Attended quarterly meetings of the Head Start Health and Nutrition Services Advisory Committee to
report on bed bug and pest management issues
• Worked with the County Facilities Division on a quality assurance review of the County’s structural IPM
provider, Pestec
• Responded to a number of requests for pest management information from County staff and citizens
• Worked with Pestec on managing three-lined cockroaches in Building 500 at 255 Glacier in Martinez, and
joined Pestec and the County Facilities Division in a meeting with Public Works staff about the
cockroach problem
• Provided the annual IPM update to the County’s Fish and Wildlife Committee
• Provided regular IPM program updates to the Board of Supervisors through their Transportation, Water
and Infrastructure Committee
Conferences and Trainings Attended
• Santa Clara County Agriculture Department’s Weed Symposium in San Jose
• EPA Webinar on bed bugs
• National Pesticide Information Center (Oregon State) webinar: Glyphosate and Communicating Risk
• National Pesticide Information Center (Oregon State) webinar: All about the Herbicide Properties Tool
• Contra Costa County Grounds Division annual pesticide safety and IPM training
March 20, 2018 CCC Board of Supevisors Minutes 228
Rangeland infested with artichoke thistle
2017 Department IPM Program Highlights and Challenges
Each Department maintains an IPM Plan that covers their pest management goals, sites under management,
decision making processes, key pests and best management practices, environmental stewardship, and training
requirements.
General Information about the Departments
In order to help new IPM Committee members understand the working of each department, the IPM Coordinator
has developed Department Overviews that cover department responsibilities in general, and pest management
responsibilities in particular; funding sources and budget; pests under management and the methods used to
manage them; and department challenges.
Each of the County’s pest management programs must keep records of pesticides used and submit a report
monthly to the County’s Agriculture Department for transmission to the state Department of Pesticide Regulation.
Once a year, the IPM Coordinator collates and analyzes this information for the annual report.
IPM Program Highlights
Agriculture Department
•
The Department participated as a member of the Decision-Making subcommittee.
Subcommittee work
•
The Department concentrates their efforts on contracted work for parkland and municipalities within the
County. The Department has successfully reduced artichoke thistle and purple starthistle to a level at
which private landowners can now manage these weeds on their own. The Department continues to
recommend that landowners who lease property to cattlemen include invasive weed control in their lease
agreements to encourage ranchers to maintain a weed management program.
Invasive weed program
The Department’s invasive weed treatments include hand removal, mechanical removal, and targeted
treatment with low toxicity herbicides. With rare exception, pesticide treatment involved highly focused
spot spraying using backpack sprayers.
•
The Department surveys and treats properties under
contract for East Bay Regional Park District and Contra
Costa Water District. This year staff surveyed 36 sites
totaling 27,205 acres and treated 23 net acres for
artichoke thistle.
Artichoke thistle (Cynara cardunculus)
Artichoke thistle is a highly invasive, non-native
perennial weed that displaces herbaceous plants and
annual grasses, decreasing the value of agricultural land,
open space, and wildlands. Horses and cattle will not
consume this thistle, and at high densities, the
formidable spines on the leaves and stems and on the
bracts around the flowers make it impossible for animals or people to walk through stands of the weed.
In 1979 Contra Costa County was identified as one of the most heavily infested counties in the state. At
that time, at least 100,000 acres of land were infested with artichoke thistle. In that year, the Department
began their management program in cooperation with property owners by using ground rigs and
helicopters to spray large swaths of land. The artichoke thistle infestation has been reduced so much that
staff primarily spot treat individual plants using a backpack sprayer. Because seedlings form deep, fleshy
taproots within the first year, mechanical or hand removal (digging out the plants) is not an option.
Mowing and burning are neither practical nor effective.
March 20, 2018 CCC Board of Supevisors Minutes 229
Purple Starthistle
Kangaroo Thorn
• Japanese dodder (Cuscuta japonica)
In 2017, staff surveyed 30 historically infested sites
and did not find any recurrence of this weed. This is a
California Department of Agriculture “A rated” weed
that the Department is obligated to treat. Since three
years have passed since staff have found any dodder in
the County, the Department is declaring it eradicated.
Japanese dodder is an aggressive parasitic plant that
has the potential to severely alter the composition and
function of riparian areas. It also affects ornamental
plantings and agricultural crops. Japanese dodder is
native to Southeast Asia and was first discovered in
the county in 2005.
•
The County has one site infested with kangaroo thorn. The
removal of the existing infestation in 2005 involved 52 hours of
staff time. At that time the infestation covered a little less than
one net acre. In 2014, it took only 2 hours of staff time to
accomplish the surveying and seedling removal, all of which
was done by hand. Only small seedlings of less than one foot in
height were found, and the infested area totaled less than one
hundredth of an acre.
Kangaroo thorn (Acacia paradoxa)
After a several year hiatus, annual surveys have resumed.
•
Under contract to the East Bay Regional Park District, the Department surveyed 17 sites covering 1845
acres and treated 23.9 net acres for purple starthistle.
Purple starthistle (Centaurea calcitrapa)
This weed is a highly invasive non-native biennial that
displaces annual grasses, desirable vegetation, and
wildlife and decreases the production value of agricultural
land. The plant also has allelopathic properties, which
means it produces chemicals that inhibit the growth of
other vegetation. Its large spines and high densities can
form an impenetrable barrier to wildlife and livestock in
open rangeland and to horses and hikers in parkland. Seed
can remain viable in the soil for ten or more years.
Purple starthistle in Contra Costa County is not as
widespread as artichoke thistle. However, being a prolific
seed producer, it has the potential to become as large scale a problem as artichoke thistle. Early
identification and eradication of isolated populations is key to preventing its establishment in uninfested
agricultural lands.
•
The Department manages ground squirrels to protect critical infrastructure including levees, earthen
dams, railroad beds, and roadways. The goal is to maintain a 100 linear foot buffer around the
infrastructure to reduce ground squirrel damage to a tolerable level. Ground squirrel burrowing is the
single biggest threat to California levees. Burrowing can compromise the earthen embankments and
create pathways for water leakage that can undermine the structural integrity of levees, as well as earthen
dams and railroad embankments. Burrowing and the resulting pathways for water erosion can also cause
damage to, or sudden failure of, roadsides and other structures.
Managing ground squirrels to protect critical infrastructure
First Japanese dodder find in CCC, 2005
March 20, 2018 CCC Board of Supevisors Minutes 230
Cairo inspecting packages at UPS
The Department has been taking steps to reduce the amount of rodenticide it uses for ground squirrel
control in the County in order to mitigate harm to endangered and other non-target species. In 2013 the
Department modified its broadcast baiting treatment procedure for safety and efficiency. Staff are
applying bait more precisely and have reduced the number of bait applications in an area from three to
two. Staff initially spread untreated rolled oats to draw out squirrels and make it easy to find areas of
squirrel activity. Treatments are carried out by a team of two staff members so that one person can
concentrate on driving while the other operates the
bait spreader to apply bait only where ground
squirrel activity is observed.
•
The Agriculture Department is the County’s first
line of defense against invading pests including
insects, plants, and plant diseases. Every day staff
perform inspections on incoming shipments at
destination points, including nurseries, the post
office, and express carriers (UPS, FedEx and
others) to look for quarantined plants as well as
pests that can hitchhike unnoticed on plant material
and other items such as household goods.
Exotic pest prevention
In 2006, the Department was the first in the state to
incorporate dog teams into parcel inspection. Since then a number of other counties have followed Contra
Costa’s lead. The dogs greatly speed inspections and have significantly increased detections of
quarantined plants and exotic pests. The dog teams are a shared resource with other Bay Area counties
that do not have the expertise or resources to maintain an active surveillance program; therefore, as a
result of Contra Costa’s initiative, pest detections in those counties have increased.
This year the Department inspected 28,588 shipments and rejected 61 after finding various pests.
The Department also deploys and services numerous traps for the purpose of early detection of 11
different serious insect pests. This year the Department deployed 5,782 traps, and staff serviced those
traps 61,643 times.
•
This year the Department reduced its pesticide use from 76 lbs. of active ingredient in FY 15-16 to 68 lbs.
in FY 16-17. This is a 95% reduction from FY 00-01 when the County began collating pesticide use
figures.
Pesticide use
Agriculture Department Challenges
•
The department continues to search for alternatives to treated grain bait. Unfortunately, raptor perches and
live trapping of ground squirrels have proved to be ineffective and/or too costly. Ground squirrels are
native to this area and will never be eradicated. Since the Department aims to create a fairly narrow buffer
zone around infrastructure, it is inevitable that in areas with ground squirrel pressure outside of the 100 ft
buffer, the animals will eventually move back into the burrows left vacant by the squirrels that have been
poisoned, although this happens slowly. This leads to a yearly management program. Altering the
environment to prevent ground squirrel burrowing is difficult because of the extent of the infrastructure
that must be protected and because the squirrels favor human-built infrastructure as sites for their
burrows.
Ground squirrel control alternatives
•
The Department budget, labor pool, and other mandates have curtailed invasive weed management on
private land. Without diligent landowners who include invasive weed control in their land management,
invasive weeds will proliferate throughout the County.
Invasive weed management on private land
March 20, 2018 CCC Board of Supevisors Minutes 231
Three-lined cockroach (Phyllodromica
trivittata)
Small gaps in stucco that had to be filled on
the exterior of Bldg 500 at 255 Glacier in
Martinez to prevent cockroaches from getting
in.
Niyokee Jones of Pestec caulking at 255 Glacier.
IPM Program Highlights
Public Works Facilities Division
•
The Facilities Division manages 147 sites that comprise almost 3.3
million sq. feet.
Area under management
•
A representative from Pestec, the County’s structural pest
management provider participated as a member of the County’s
Bed Bug Task Force.
Subcommittee work
•
The three-lined cockroach (Phyllodromica trivittata) is native to
the Mediterranean and was first submitted for identification to the
California Department of Food and Agriculture (CDFA) in
September 2009. The samples were collected by Dr. William
Shepard of the University of California at his residence in Pinole.
Although this was the first official submission of this cockroach to
CDFA, this insect was known to be in Marin County as early as 2004. In Europe and North Africa this
cockroach is found in leaf litter and plant debris in dry habitats around the Mediterranean. This
corresponds to the habitat in which the cockroach is found in Contra Costa.
New cockroach causing problems in County buildings
The three-lined cockroach has been invading buildings across the County for two years. This year,
Building 500 of the Public Works Administration complex and the Contra Costa Regional Medical
Center, both in Martinez, were again plagued by infestations from the late spring through the fall. Winter
temperatures seem to suppress populations. Building occupants have complained of cockroaches dropping
from the ceiling, crawling on their desks and out of their files. They have found cockroaches in their
coffee cups and yogurt, but since this insect does not eat human food, it is likely that the insects
accidentally fell into those containers.
Because this cockroach does not feed on human food or garbage and commercial cockroach baits are
formulated with a food attractant, commercial baits have not been effective in attracting the insects to
consume the bait. Pestec has tried Niban® granular bait (5% orthoboric acid), MotherEarth® granular
bait (5% boric acid), Advion® insect granule (0.22% indoxacarb), Maxforce Impact gel bait (1%
clothianidin), spot sprays of Alpine water soluble granule (40% dinotefuran), and dusting window weep
holes with diatomaceous earth. Maxforce Impact bait is the only product that has shown some promise in
killing the three-lined cockroach.
The most
persistent
problem has
been at Building
500 of Public
Works
Administration
at 255 Glacier
in Martinez. No
bait or spot
spray has
provided relief.
In September,
the Facilities
Manager, the
March 20, 2018 CCC Board of Supevisors Minutes 232
IPM Coordinator, and Pestec met with the occupants of Building 500 to explain the problem and the next
steps: pest exclusion since this cockroach lives mainly outdoors.
Last year, Pestec had installed three brush-style doorsweeps at Building 500 that may have helped, but at
the end of September this year, they began meticulously sealing all holes they could find on the exterior
of the building. This cockroach is small and the holes were numerous. Pestec staff worked more than 51
person hours to complete this task. Since completion, there have been no three-lined cockroaches in the
sticky monitoring traps inside the building.
•
In late summer, Pestec staff conducted a demonstration of the Gopher X® machine for Grounds Division
staff at both Alamo School and the West County Detention Center in Richmond. The Grounds Division
has a machine that uses carbon dioxide to kill gophers and ground squirrels, but they were interested in
observing the Gopher X, which uses carbon monoxide.
Ground squirrels at the West County Detention Facility and Alamo School
•
Once again, County buildings experienced serious and repeated Argentine ant invasions, especially in the
late summer and early fall. Pestec has been using various ant baits mainly with the active ingredient
indoxacarb, boric acid, or borate.
Increased ant infestations in County buildings
•
In FY 16-17, 17 lbs. of pesticide active ingredients were used in and around the approximately 2.75
million square feet of County buildings that Pestec is contracted to manage. This is 14 lbs. less than last
fiscal year. Ant baits and soap solution accounted for 87% of the pesticide used. Pestec continues to
successfully manage rats and mice exclusively with traps, sanitation, and pest proofing.
Structural IPM program pesticide use
•
This year Calli House, the County’s youth shelter in Richmond, experienced a bed bug infestation that
required heat treatments. Pestec found numerous bed bugs of all stages in several rooms, so the infestation
had been there for some time. Last year Pestec joined the IPM Coordinator to train the staff in prevention
and inspection for bed bugs and in bed bug biology and habits, but staff changes may have contributed to
a lapse in vigilance and enforcement of prevention procedures. In September, the IPM Coordinator and
Pestec provided another training session in prevention to Calli House staff.
Bed bugs in County buildings
Facilities Division Challenges
•
This continues to be a challenge, but the Facilities Division is doing what they can with their limited
staffing and schedule. The Division’s first priority is to address health, safety, and access issues. As we
saw this year at 255 Glacier in Martinez, pest proofing has a significant impact on reducing pest
problems.
Pest exclusion in County buildings
•
Pestec continues to review the products used for baiting along with their baiting strategy in order to try to
provide better control for the very large ant populations seen in the last two years. They are also working
on a proprietary bait station that they hope will be more effective in the County.
Ant baiting
•
This new insect presents a considerable challenge since it invades buildings and is not attracted to
commercial cockroach baits. It may be that pest proofing is the only way to treat this problem in County
buildings. If so, that will be expensive and time consuming; however, tight buildings will exclude many
other pests besides the three-lined cockroach so that pest invasions overall will be reduced.
Three-lined cockroach
•
The biggest challenge with bed bugs is in the County shelters. An outbreak at Calli Youth Shelter in
Richmond and another at the Concord Shelter have shown that we cannot rest on the past 5 years of
Bed bugs in County buildings
March 20, 2018 CCC Board of Supevisors Minutes 233
Logs and pallets awaiting chipping
Woodchips stockpiled at the Grounds Corporation Yard
success, especially if staff change. The IPM Coordinator will be working on providing regular refresher
trainings along with educational materials for shelter staff.
IPM Program Highlights
Public Works Grounds Division
•
Staff worked with the IPM Coordinator to create decision documentation for managing gophers in
landscapes.
Subcommittee work
•
This year the Grounds Division stockpiled about 700 cubic yards of woodchips ground from pallets, trees
downed in storms, and trees killed by the
drought. Considering that high quality wood
chips cost $32/cu yd delivered, this represents
$22,400 worth of mulch for the County.
Premium mulch from pallets and dead trees
Staff continue to spread this woodchip mulch at
various sites throughout the County. Where
possible, trees are chipped and used onsite;
otherwise chips are hauled from the Corporation
Yard. The chips are of very high aesthetic quality
because they are a uniform color and don’t contain
bits of trash or leaf debris. Sites that receive this
mulch have been very pleased with the look. This
can be important in gaining acceptance for
landscaping with fewer plants and more mulch.
The Grounds’ tree removal contract includes
transport back to the Grounds Corporation Yard so the logs can be easily chipped. PGE, Davey Tree, and
the Public Works tree crew deliver logs to the Corporation Yard that are too big for their chippers. Pallets
come from a number of sources. The Grounds manager temporarily suspended delivery of logs and pallets
because the storage capacity was reached in their yard; however, he has begun accepting deliveries again.
•
There are now seven sites using reclaimed water:
Using recycled water in County landscapes
1. 2467 Waterbird (Grounds Division offices)
2. 920 Mellus (Sheriff/Coroner)
3. 2530 Arnold (Summit Center--Assessor, Redevelopment, Risk Management)
4. Hemme Station Park in Alamo
5. Livorna Park in Alamo
6. Martinez Detention Facility
7. Pittsburg Health Center
March 20, 2018 CCC Board of Supevisors Minutes 234
•
The Division vertebrate pest manager continues to use trapping and CO2 for gophers in County
landscaping. This year the Division hosted a demonstration of a device called Gopher X®, which produces
carbon monoxide to kill burrowing rodents. The Division is considering buying the device to use on
ground squirrels, moles, and gophers.
Managing gophers with trapping, CO, and CO2
•
Seven years ago, the Grounds Division consciously decided to eliminate the use of any insecticides,
miticides, fungicides, or rodenticides in their work. The Division has chosen to manage arthropod pests
and plant diseases in County landscapes solely with good horticultural practices. If plants are severely
affected, they are removed.
Pesticide use decreased in FY 16 -17
Herbicides are the only pesticide used by the Division, and this fiscal year, staff used 129 fewer pounds
than in FY 15-16. This represents a 67% reduction in pesticide use compared to FY 00-01 when the
County started collating pesticide use records. As noted last year, the Division is continuing to try to
improve the condition of many of the County’s properties in order to move away from crisis management
and back to preventive maintenance. For a number of years the lack of funding made it impossible to
properly manage weed problems around County buildings and in the Special Districts the Division is
responsible for. This is now changing, but weeds that went unmanaged for years left huge amounts of
seed that will produce large crops of weeds for years to come.
Grounds Division Challenges
•
Grounds has 16 permanent employees (up from 15 last year), and 2 temporary employees. This is still
fewer staff than the 18 permanent employees and 3 temporary workers in 2015.
Staffing needs
The Division’s Senior Lead Gardener retired at the end of September after 40 years of service. The
position is still open. The Division is also looking to hire an irrigation specialist and at least one more
gardener.
•
The Division continues to deal with a large number of diseased, stressed, and dying trees, although the
death rate is slowing. Many redwoods in the County are partially dead and it could take from 5 to 10
years for them to die completely. Unless failing trees pose a hazard, the Division will take them down
over time since it will be easier aesthetically and financially. It has been challenging to try to drought-
proof landscapes, but the woodchips the Division is producing play an important role.
Drought stress in the County
IPM Program Highlights
Public Works Department Roadside and Flood Control Channel Maintenance Division
•
Staff worked with the IPM Coordinator to create decision documentation for vegetation management on
County roads and to revise the decision document for vegetation management on flood control channels.
Subcommittee work
•
This year, 42 Public Works Maintenance employees attended the annual refresher training on habitat
assessment for endangered and threatened species in order to comply with the California Department of
Fish and Wildlife (CDFW) Routine Maintenance Agreement (RMA). The RMA stipulates that before any
work can commence in an area, an assessment must be conducted to identify endangered species habitat.
In FY 16-17 crews that were trained to identify potential habitat spent a total of 303 hours performing
habitat assessments. As endangered species are identified, they are reported to CDFW, which then
Annual habitat assessment refresher training
March 20, 2018 CCC Board of Supevisors Minutes 235
Scouts with one of the completed owl boxes in
Kubicek Basin
December 2016: Volunteers learn how to
properly plant grass plugs at the Clayton
Valley Drain site.
Feathers and bones inside the Livorna
Park owl box
Kestrel box in Kubicek Basin
provides County staff with guidelines to move forward with work. These guidelines may include full time
monitoring of the jobsite by a professional biologist.
•
The County Flood Control District is partnering with The Restoration Trust, an Oakland-based non-profit
organization promoting habitat restoration and stewardship, in a native planting experiment along Clayton
Valley Drain (near Hwy 4 adjacent to Walnut Creek). The study is examining the survival of several
California natives: Santa Barbara sedge, (Carex barbarae),
common rush (Juncus effusus), Baltic rush (Juncus balticus),
field sedge (Carex praegracilis), and creeping wild rye (Leymus
triticoides).
Flood control vegetation and erosion management using California natives
The original planting occurred in December 2013, and over the
past four years, the Contra Costa County Flood Control
District, The Restoration Trust, Boy Scout Troop 239, and
numerous hardworking volunteers have planted over 33,000
native grass and sedge plugs, removed over 1,500 pounds of
trash, and helped restore native habitat along the Clayton
Valley Drain.
The Division continues, at the request of The Restoration Trust,
to occasionally spray the area for broadleaf weeds to reduce
competition and provide the native plants with an advantage. The Division has also been providing hand
and mechanical mowing, as requested.
The native species that were planted spread from underground rhizomes that anchor the soil and provide
erosion control. They are perennial species that stay green year around and thus are resistant to fire. The
plants are compatible with flood control objectives since they do
not have woody stems, and during flood events, they lie down
on the slope which reduces flow impedance. They are not
sensitive to broadleaf-specific herbicides, and unlike non-native
annuals, they provide carbon sequestration and remove as much
as ½ ton of carbon per acre per year.
The Restoration Trust will monitor these plots until 2018 to
assess native plant survival and the degree to which they
compete with the non-native annual species.
•
The owl box installed at Livorna Park in August 2016 by Boy
Scout Troop 815, in cooperation with the County Clean Water Program and the Public Works Special
Districts Division, has housed its first family of owls. The box was cleaned in October and is ready for
new
occupants.
Owl and kestrel boxes on County property
Public Works
Special
Districts,
which
manages
Livorna Park,
no longer
uses
rodenticide
to control
rats in the park. Rats had been girdling plants along the
edge of the park and rodenticide had been used to control
March 20, 2018 CCC Board of Supevisors Minutes 236
Pine Creek before grazing
Pine Creek after grazing
the population. Traps were also used, but nothing was caught in the traps. The plants have grown
considerably and are no longer in danger from the gnawing, so the rat bait boxes have been removed from
the park.
In May of this year, Eagle Scout David Bachofer with members of Boy Scout Troup 239 built and
installed two owl boxes in Kubicek Basin along Pine Creek in Walnut Creek. The Scouts created a flyer
and did outreach in the neighborhood about the benefits of increasing owl habitat in the area.
The owl boxes are designed for barn owls. A family of owls can consume 3,000 rodents (voles, mice, rats,
and squirrels) during a 4 month nesting period. Since gophers spend most of their time underground, owls
will likely have little impact on that rodent. It is important to note that although predators like owls can
prune a rodent population, they will not control the population, especially considering the fecundity of
these animals.
In September, members of the Peregrine Team of Pine Canyon erected two nest boxes for American
kestrels in Kubicek Basin. This is a project of Native Bird Connections to increase kestrel habitat in the
Mt. Diablo region.
•
The Division continues to use grazing as an effective tool for vegetation management, mainly on flood
control facilities. Using grazing to manage vegetation is complicated and very dependent on site-specific
conditions. Grazing is not appropriate in all situations
and could not, for instance, be used on the side of
County roads without endangering both the animals
and motorists. Many factors raise or lower the cost per
acre for grazing, including the size of the parcel (at
larger sites the cost of moving the goats in and out is
spread over a number of acres), whether the animals
can easily enter the site, the amount of fencing
necessary, how many times the animals must be
moved within the job site coupled with the ease with
which that can be done, whether water is available or must be trucked in, and the season in which the
animals are being used (costs are lower when demand is lower, e.g., in fall and winter).
Grazing as a vegetation management tool
•
The Division has found that the following situations are ideal for meeting fire prevention standards with
grazing:
Ideal grazing situations for fire prevention
1. Sensitive sites with endangered or threatened species where mowing could kill animals and where
herbicides are restricted
2. Sites where access is difficult for people or machines
3. Sites with steep slopes or uneven terrain that would have to be mowed by hand and that present
dangerous working conditions for staff
4. Sites that are too wet for either hand or machine mowing
•
1. One to two acre sites are not economical because of the cost of getting the animals in and out.
Areas not suited for grazing
March 20, 2018 CCC Board of Supevisors Minutes 237
Mulch along the access road on Walnut Creek
Goats on Rodeo Creek
2. Unfenced areas along roadsides are not appropriate because of safety issues and because of the
cost of fencing off a narrow band of land and continually moving animals along the road.
3. In the winter, grazing animals cannot be used on the rain softened creek banks and the ground
adjacent to the banks because of the danger of causing erosion.
•
The Division continues to take advantage of the time after a site has been grazed. When goats remove
vegetation, staff can inspect flood control facilities much more effectively. Goats are used to prepare
various creeks for their annual or biennial inspection
by the Army Corp of Engineers. This makes the
Corp’s job much easier, for which they are very
grateful.
Advances in grazing strategy
Staff have always monitored the integrity of the
slopes and the presence of invasive and other
problematic weeds, but when vegetation is very low,
it is much easier to see the condition of the flood
control facilities and easier to spot treat for hard-to-
control weeds. This combination of grazing and
herbicides has proven very effective.
•
Costs vary widely among sites. This year costs
ranged from $1,225/acre to graze Rodeo Creek to
$546/acre to graze Trembath Basin. Difficult access
and no water greatly increase the cost. Although
Rodeo Creek has water available, there are access
issues for off-loading and loading the goats. Trembath
Basin is 15 acres of open area with water and easy
access.
Grazing costs
•
The effects of the drought continue to kill thousands
of trees in the County. The Division chips prunings
and dead trees into mulch that is being used more
extensively along fencelines above flood control
channels and in empty County parcels. Logs that are
too large for the Division’s chipper go to the Grounds
Division for chipping and use on County landscapes.
Using mulch for weed suppression
•
This year the Division spent considerable time removing dead trees infected with sudden oak death
(SOD), pine pitch canker, and pine bark beetles. These trees must be chipped or otherwise disposed of
onsite to prevent spread of disease or infestation. These tree problems, especially the pine bark beetles,
may have been exacerbated by the prolonged drought of the previous years that stressed and weakened
many trees in the County.
Diseased and beetle infested trees
•
Fire prevention weed abatement is time-sensitive, and historically the deadline has been July 1. If weed
abatement was not completed by that date, the County could incur fines from the fire districts. In FY 16-
17, the wet winter created a very large volume of weeds to be managed. This year fire districts were
requiring weed abatement to be completed in some areas by May 30. The Routine Maintenance
Agreement with the state Department of Fish and Wildlife stipulates that no work can begin in Contra
Costa flood control channels prior to April 15. Once again, it was impossible for staff to complete all the
mowing in the short four to six week window available before the deadline. Because some flood control
Fire fuel reduction challenges in 2017
March 20, 2018 CCC Board of Supevisors Minutes 238
channels were mowed so early in the season, crews had to return to mow them a second time because
vegetation had grown back.
Along flood control channels, the weed abatement crew is applying pre-emergents around gates,
fencelines, and flood control structures so that when mowing crews come through, they can spend less
time hand mowing thus making it more likely that the County can meet its fire fuel reduction deadlines.
•
Several lawsuits brought by environmental organizations against the EPA have been temporarily settled
by the delineation of buffer zones in and around habitat for a number of endangered or threatened species
in the Bay Area. The Department continues to work within the guidelines of the injunctions to assess
work sites and implement buffer zones before using any of the enjoined pesticides.
Buffer zones for certain pesticides enjoined by the courts
Roadside and Flood Control Maintenance Division Challenges
•
With record rainfall in Contra Costa County during the 2016-17 winter, the Division faced a number of
challenges. In January, flooding on Pinole Creek washed out a 70-ft. section of Alhambra Valley Road at
Castro Ranch Road. The road is still closed for ongoing repairs. A portion of Morgan Territory Road near
Whispering Pines Road failed and slid down the hill in February. There were numerous mudslides,
drainage problems, and downed trees on many other roads in the County. Road maintenance crews were
busy addressing storm-related damage to roads and removing downed trees from January through May
which slowed the Division’s regular vegetation
management schedule.
Erratic weather conditions
The drought of the previous 5 years created
conditions that selected for the tougher and
weedier plant species along the roads and flood
control channels. The dry soil conditions
suppressed the growth of some weeds, and
without competition, the hardier weeds had more
room and freedom to grow. This winter’s
abundant rainfall has allowed these problem
species to thrive and expand their foothold. Crews
continue to see an increase in kochia (Bassia sp.), Russian thistle (Salsola spp.), fleabane (Conyza sp.)
and mare’s tail (Conyza canadensis), all weeds that emerge late in the season and are difficult to control.
Stinkwort (Dittrichia graveolens), another late
emerging weed, has spread dramatically throughout
the County. Volunteer trees have sprouted in
abundance in response to the rain.
•
Compliance with Routine Maintenance Agreement
(RMA) requirements has considerable effect on the
cost of operations. As mentioned above, work within
CDFW jurisdiction requires a habitat assessment
prior to start of work so that RMA-listed species are
not harmed. Crews again identified listed species at a
couple of job sites and consultation with CDFW
resulted in using alternative work methods that were
more costly.
Cost implications of regulations
Three years ago, the CalFire increased the safety
requirements for mowing, and these measures
Morgan Territory Road near Whispering Pines Road
Winter 2017
March 20, 2018 CCC Board of Supevisors Minutes 239
continue in effect. These measures help prevent fires and injuries to workers but increase the cost of
mowing.
1. Crews must have access to a water truck or a 5 gallon backpack type water fire extinguisher.
2. A worker trained in using the fire-fighting equipment on the truck must be added to a mowing
crew to continuously monitor the weather and serve as a lookout.
3. If the height of the vegetation requires that a worker scout the ground ahead of the mower, a
separate person must be assigned to perform that function.
4. If the ambient air temperature reaches 80° F, the relative humidity is 30% or lower, or if wind
speeds reach 10 mph or higher, mowing cannot begin or must stop immediately.
•
In FY 16-17, 60% of the Division’s expenditures on vegetation management was spent on non-chemical
treatment methods, on 23% of the total acres treated (see the table below for details).
Cost implications of various management techniques
A Cost* Comparison of Vegetation Management Methods for Roadsides and Flood Control Channels
Fiscal Year 2016-17
Vegetation Management Method
Acres
Treated
% of Total
Acres Treated
Total Cost for
all acres treated
Cost/
Acre
% of Total Cost
for all acres
treated
Chemical Treatment - Roads 1014 62.4% $161,427 $159 25%
Right of Way Mowing 115 7.1% $269,329 $2,342** 42%
Chemical Treatment – Creek Access Roads 169 10.4% $42,590 $252 7%
Chemical Treatment – Creek Banks 21 1.3% $4,515 $215 0.7%
Grazing – Peak and Off Season 257 15.8% $103,910 $404 16%
Chemical Treatment - Aquatic Applications 49 3.0% $42,523 $868 7%
Mulching 1.2 0.1% $11,205 $9,338 2%
Totals 1626 $635,499
* The cost figures above for each method include labor, materials, equipment costs, contract costs (for grazing), and overhead, which
includes training, permit costs, and habitat assessment costs. Licensing costs for staff members are paid by the individual and not by the
County. The cost of the Vegetation Management Supervisor when he supervises work is not included in any of the figures, but is
comparable among the various methods.
** The cost of right-of-way mowing continues to increase due to new fire prevention regulations (FY13-14=$762/A; FY14-15=$828/A; FY15-
16 $1,445/A, FY 61-17 $2,342).
Note: The legend to the right of the pie chart identifies slices starting from 12 o’clock and continuing clockwise.
7.1%
10.4%
1.3%
3.0%
62.4%
0.1% 15.8%
FY16-17 Vegetation Management
Methods Mowing
Chemical - Creek
Access Roads
Chemical - Creek
Banks
Chemical - Aquatic
Applications
Chemical - Roads
Mulching
Grazing - Goats &
Sheep
$2,342
$252
$215
$868
$159 $9,338
$404
FY16-17 Vegetation Management
Cost / Acre Mowing
Chemical - Creek
Access Roads
Chemical - Creek
Banks
Chemical - Aquatic
Applications
Chemical - Roads
Mulching
Grazing - Goats &
Sheep
March 20, 2018 CCC Board of Supevisors Minutes 240
With limited budget, staff, and equipment, the Division must make strategic decisions about where to
deploy their resources in order to meet their mandates of managing vegetation for fire and flood
prevention and for road safety. The Division is managing weeds in a biological system, and factors such
as weather, rainfall, weed growth patterns, timing for optimum weed susceptibility to the treatment
method, and threatened and endangered species issues must also be factored into management decisions.
The pie charts above further illustrate the cost of various management techniques and show how the
Division has allocated resources.
•
Mowing, as well as the application of herbicides, is highly dependent upon weather conditions. Weather
can affect when herbicides can or must be applied and can also affect when mowing can or should occur.
Weather can substantially alter the size and type of the weed load or its distribution over time and space.
The Department has a limited capacity to use mowing because of a number of factors including vacancies
in vegetation management staff, the Department’s limited budget for weed abatement, and the limited
number of tractor mowers (two). The Department faces a continued challenge of balancing the use of
herbicides to control weed growth with the Department’s capacity to mow or to graze with goats or sheep
within the confines of the budget and the timeline to prevent fires.
Weather
Using mowers during hot, dry weather also poses a hazard of its own: sparks caused by the metal mower
blades striking rocks or metal debris can ignite tinder-dry grass.
•
The Vegetation Management crew is still understaffed with 4 personnel as compared to a staff of 6 in
2009, and is without a supervisor. Full staffing would consist of 3 vegetation management techs, two
senior vegetation management techs, and one supervisor. Currently the crew is short 1 vegetation
management tech, 1 senior tech, and has no supervisor. Peter Gollinger, who had been the Vegetation
Management Supervisor and was promoted to Assistant Field Operations Manager, has now left the
County for a job with the City of Palo Alto.
Staffing
March 20, 2018 CCC Board of Supevisors Minutes 241
Pesticide Use by Contra Costa County Operations
Starting in FY 00-01, the IPM Task Force annually reported pesticide use data to the Transportation, Water, and
Infrastructure Committee for the County departments involved in pest management. The IPM Coordinator has
continued this task. Below is a bar chart of pesticide use over the last 9 years. For information on pesticide use
reporting and for more detailed pesticide use data including total product use, see Attachment C and the separate
County Pesticide Use Spreadsheet.
FY 08-
09
FY 09-
10
FY 10-
11
FY 11-
12
FY 12-
13
FY 13-
14
FY 14-
15
FY 15-
16
FY 16-
17
Facilities 23 17 5 9 16 6 16 30 17
PW Special Dist. 11 10 45 7 7 2 0.003 0.001 0.001
Grounds 240 46 113 378 377 492 338 433 303
Agriculture 465 687 795 539 529 498 153 76 68
Public Works 10,367 8,165 6,439 5,713 6,565 4,688 4,780 4,607 4,321
0
2,000
4,000
6,000
8,000
10,000
12,000 Lbs. of Active Ingredient CCC Operations Pesticide Use by Program
March 20, 2018 CCC Board of Supevisors Minutes 242
Decrease in Pesticide Use by County Operations
In FY 16-17, all County Departments reduced their pesticide use from the previous fiscal year. Since FY 00-01,
the County has reduced its use of pesticide by 75%. Note that pesticide use fluctuates from year to year depending
on many factors.
Concern about “Bad Actor” Pesticides
There has been concern among members of the public and within the County about the use of “Bad Actor”
pesticides by County departments. “Bad Actor” is a term coined by the Pesticide Action Network (PAN) and
Californians for Pesticide Reform to identify a “most toxic” set of pesticides. These pesticides are at least one of
the following: known or probable carcinogens, reproductive or developmental toxicants, cholinesterase inhibitors,
known groundwater contaminants, or pesticides with high acute toxicity.
Parents for a Safer Environment has requested that additional pesticides be reported as “Bad Actors”, but in 2013
after studying this request and consulting Dr. Susan Kegley, who was instrumental in developing the PAN
pesticide database, the IPM Advisory Committee decided that the County will report as “Bad Actor” pesticides
only those that are designated as such in the PAN database.
The County’s use of these particular pesticides has decreased dramatically since FY 00-01 as shown in the graph
below. In Fiscal Year 00-01, County operations used 6,546 lbs. of “Bad Actor” active ingredients and this year
used 899 lbs.
CCC Operations Total Pesticide Use vs. ‘Bad Actor’ Use
FY 00-
01
FY 04-
05
FY 07-
08
FY 08-
09
FY 09-
10
FY 10-
11
FY 11-
12
FY 12-
13
FY 13-
14
FY 14-
15
FY 15-
16
FY 16-
17
Total Use 18,939 14,396 12,669 11,106 8,925 7,397 6,646 7,495 5,685 5,287 5,146 4,709
Total Bad Actors 6,546 3,183 3,494 2,899 2,556 1,596 1,126 1,353 1,043 1,021 779 899
0
5,000
10,000
15,000
20,000
25,000
30,000 Lbs. of Active Ingredient March 20, 2018 CCC Board of Supevisors Minutes 243
Rodenticide Use
The Department of Agriculture uses rodenticide for ground squirrels whose burrowing threatens critical
infrastructure in the County, such as roads, levees, earthen dams, and railroad embankments. In Special Districts,
at Livorna Park and around the playing field at Alamo School, gophers, moles, and voles are managed by trapping
with occasional limited use of rodenticides.
“First generation” vs. “second generation” anticoagulant rodenticides
Anticoagulants prevent blood from clotting and cause death by internal bleeding. In small doses they are used
therapeutically in humans for a number of heart ailments. Vitamin K1 is the antidote for anticoagulant poisoning,
and is readily available. (There are some types of rodenticides for which there is no antidote.)
When anticoagulant rodenticides are necessary, the County uses first generation anticoagulant baits. First
generation anticoagulants require multiple feedings over several days to a week to kill.
Second generation anticoagulants are designed to kill after a single feeding and pose a greater risk to animals that
eat poisoned rodents. If the rodent continues to feed on a second generation anticoagulant after it eats a toxic dose
at the first meal, it may build up more than a lethal dose in its body before the clotting factors run out and the
animal dies. Residues of second generation anticoagulants may remain in liver tissue for many weeks. Because
rodents poisoned by second generation anticoagulants can carry a heavier load of more toxic poison that persists
in their bodies for a long period of time, the risk of death is increased for a predator that eats rodents poisoned by
second generation anticoagulants.
The first generation materials are cleared much more rapidly from animal tissues and have a much reduced
potential for secondary kill when compared to second generation materials. However, the first generation
anticoagulants can also kill animals that eat poisoned rodents.
As noted earlier in this report, the Agriculture Department has revised its ground squirrel baiting procedure to
reduce the amount of treated grain used. The Agriculture Department also mitigates the risk of secondary
poisoning by performing carcass surveys in all areas treated with anticoagulants whether or not it is required by
endangered species restrictions.
Only the Agriculture Department and Special Districts use rodenticides. Below is a bar chart to illustrate the
decline in rodenticide use by the County.
* The Agriculture Department uses primarily diphacinone treated grain bait, but in years past they also used some gas cartridges as
fumigation agents.
From FY 14-15 to the present, Special Districts has used only diphacinone, but in years past, their use was more than 99% aluminum
phosphide, which is a fumigant and not an anticoagulant rodenticide.
FY 08-09 FY 09-10 FY 10-11 FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16 FY 16-17
Agriculture Dept. 3 3 3 4 3 1 3 1.230 1.150
PW Special Dist. 11 9 12 7 7 2 0.003 0.001 0.001
0
2
4
6
8
10
12
14
16
18 Lbs. of Active Ingredient Rodenticide* Use by County Operations
March 20, 2018 CCC Board of Supevisors Minutes 244
Trends in Pesticide Use
A change in pesticide use from one year to the next does not necessarily indicate a long-term trend. Long-term
trends are more meaningful than short-term changes. It is important to understand that pesticide use can increase
and decrease depending on the pest population, the weather, the invasion of new and perhaps difficult to control
pests, the use of new products that contain small percentages of active ingredient, the use of chemicals that are
less hazardous but not as effective, the addition or subtraction of new pest management projects to a department’s
workload, and cuts to budgets or staff that make it difficult or impossible to use alternate methods of control.
The County’s pesticide use trend follows a trend typical of other pollution reduction programs. Early reductions
are dramatic during the period when changes that are easy to make are accomplished. When this “low-hanging
fruit” has been plucked, it takes more time and effort to investigate and analyze where additional changes can be
made. Since FY 00-01, the County has reduced its use of pesticide by 75%. If further reductions in pesticide use
are to be made, it will require time for focused study and additional funding for implementation.
March 20, 2018 CCC Board of Supevisors Minutes 245
March 20, 2018 CCC Board of Supevisors Minutes 246
Departmental Integrated Pest Management Priorities For 2018
Agriculture Department Priorities for 2018
• Continue the County’s highly effective invasive weed program
The Agriculture Department will give priority to weed work under contract with local parks and
municipalities. Artichoke thistle and purple starthistle will remain the primary target weeds for the 2018
season. The Department will move toward a more collaborative role with private landowners and will
encourage landowners to take the primary role for weed control on their properties.
The Department will continue to respond to any "A rated” weed that enters the county with surveys and
treatment.
• Ground Squirrel Management Program
The Agricultural Department will continue to provide information and resources to the County,
municipalities, growers, and the general public on the control of ground squirrels. Without effective
control measures, ground squirrels will damage crops, and infrastructure such as earthen dams, levees,
and highways. The economic and environmental consequences would be substantial.
Over the years the Department has experimented with raptor perches, exclusion techniques, and live
trapping as alternatives to traditional baiting. Although some of these methods could provide reasonable
control with small, limited infestations of ground squirrels, all of these methods are considerably more
costly and less effective on a larger scale. The Department continues to search for the most effective, least
toxic, and most economical ways to reduce ground squirrel damage to a tolerable level within our county
by consulting with researchers, the University of California Cooperative Extension Service, the California
Department of Food and Agriculture, other counties, and with industry.
Public Works Department Priorities for 2018
Facilities Division
• Continue working to fix structural deficiencies in County buildings
• Continue monitoring the bed bug situation in County buildings and providing awareness training if
necessary
Grounds Division
• Fill the Grounds Supervisor position
• Continue removing hazard trees and trees killed by the drought—where appropriate and where there is
funding, trees will be replaced with drought tolerant species
• Continue installing smart irrigation controllers throughout the County, and continue to conserve water as
much as possible
• Continue diverting green waste from the landfill by chipping prunings and using the material in place
• Continue chipping large logs from PGE, tree companies, and Public Works Maintenance for mulch—the
mulch will be used to suppress weeds wherever possible
• Continue hand weeding wherever and whenever feasible—using mulch facilitates hand weeding
• Continue educating the public to help them raise their tolerance of weeds
• Continue working on the rejuvenation of aging County landscapes
• Continue raising the level of service on County property
March 20, 2018 CCC Board of Supevisors Minutes 247
Roadside and Flood Control Maintenance Division
• Fill the Vegetation Manager position
This position has been vacant for several years. The County has had difficulty in attracting candidates
who possess the minimum requirements for the job.
• Ensure continuity in the vegetation management program as the Assistant Field Operations
Manager/Vegetation Manager leaves the County for another job
This will be important for maintaining the high quality of the vegetation management program.
• Continue to refine IPM practices
The Division would like to incorporate more innovation into the vegetation management program, and
will be looking at testing and/or incorporating new vegetation management techniques, technology,
software, equipment, machinery, and chemicals.
• Coordinate work efforts more closely with other Public Works Department crews
There are many instances where the Vegetation Management Crew could anticipate performing work that
can aid other Department crews such as Road Maintenance, Flood Control, and Airport Operations.
March 20, 2018 CCC Board of Supevisors Minutes 248
Attachment A.
• Report of the Decision-Making Subcommittee to the Contra Costa County IPM
Committee
• Decision-Making Documents
o Gophers in County Landscaping
o Vegetation on Roadsides and Rights-of-Way (draft)
o Vegetation on Flood Control Channels (draft)
March 20, 2018 CCC Board of Supevisors Minutes 249
March 20, 2018 CCC Board of Supevisors Minutes 250
Report of the Decision-Making Subcommittee
to the Contra Costa County IPM Advisory Committee
Prepared by Andrew M. Sutherland, Subcommittee Chair, and Tanya Drlik, IPM Coordinator
November 2017
Susan Captain
Members
Jim Cartan
Jim Donnelly – vice chair
Andrew Sutherland - chair
Larry Yost
During the past year, the Decision-Making Subcommittee, as a service to the Contra Costa County IPM Advisory
Committee and the residents of the County, continued its work to document situation-specific pest management
decision-making processes and to revise existing decision documents. The subcommittee is charged with making
recommendations that may improve the County’s pest management processes while considering the needs of the
communities affected, seeking to minimize negative impacts, and attempting to maximize efficiency associated
with pest management programs.
Since our last report (September 2016), the Decision-Making Subcommittee has met six times: October 27,
December 12, January 20, May 11, June 29, and August 3. The subcommittee will also meet on September 14 and
October 12, 2017. For this report, recent activities have been grouped into three broad themes below: pest
management in Special Districts, weed management along rights-of-way, and ground squirrel management by the
Department of Agriculture.
Special Districts and County Landscape Standards
In 2016, the subcommittee began work on a decision-making document for gophers in County landscapes. This
document was finalized in May 2017 and is attached to this report. Work on this document led to a series of
conversations with Special Districts staff members about pest management contracts and the County’s Landscape
Standards, which informs the work of County staff and contractors engaged in pest management. The
subcommittee made recommendations on revisions to the pest management section of the Standards and
discussed the suggestions with Special Districts staff. All the subcommittee’s recommendations were adopted and
are now reflected in the current version of this County document. The revised pest management section can be
found under “Maintenance” in the Standards at http://www.contracosta.ca.gov/2147/Landscape-Standards. The
subcommittee believes these changes will clarify the IPM process by emphasizing monitoring for pests, use of
nonchemical tactics, and consideration of the nontarget effects associated with pesticide use. The subcommittee
recommends a continuation of the Special Districts’ outreach efforts to County contractors and residents in these
areas to help them understand the IPM process. This helps alert residents to pest management activities in their
communities so they might be more invested in the process.
Weed management along rights-of-way
The subcommittee also continued work on documenting decision-making for vegetation management along
County road rights-of-way. The draft decision-making document is attached.
A separate document has been created for vegetation management along flood control channels and is under
review by the subcommittee. The draft document is attached.
In 2016 and 2017, subcommittee members and County staff interviewed vegetation managers from the counties of
Alameda, Yolo, San Mateo, Santa Clara, and Solano about their management practices, equipment, and budgets.
The subcommittee recommends that the IPM Advisory Committee consider convening a panel of county
vegetation managers from around the Bay in order to understand IPM strategies used elsewhere. Information from
March 20, 2018 CCC Board of Supevisors Minutes 251
Bay Area colleagues could help guide the conversation about the County’s existing programs, available
alternatives, and recommendations for the future.
Funding is the limiting factor for vegetation management programs in all counties. Funding for road maintenance
is a complex issue, so in September 2017 the subcommittee arranged a presentation on the subject before the full
IPM Advisory Committee from the head of the Public Works Maintenance Division.
At this point, it appears that mowing is the only viable alternative to pesticide use for vegetation management
along roadsides in Contra Costa. The County already uses a mix of mowing and pesticides along roads, but there
are questions and issues associated with increasing the amount of mowing. For example:
• How many areas are actually suitable for mowing? Many of the County roads are constructed on terrain
that cannot be mowed because of trees, rocks, and utilities infrastructure.
• How much would it cost to mow the suitable roadsides?
o Currently, about 60% of the County’s expenditures on vegetation management are spent on non-
chemical treatment methods (mainly mowing and grazing). This is spent on about 23% of the
acreage managed (includes both roadsides and flood control channels).
o How many more staff would be needed to mow all suitable roadsides?
o Would the staff have to be new hires or could they be moved from other duties?
o What kinds of new equipment would be needed?
o How many times per year would those areas have to be mowed? Without adequate staff and
equipment to mow weeds at the proper time, they can regrow and require multiple mowings.
• How are other counties, especially those with larger vegetation management budgets, funding their
programs?
• How does the dollar amount of gas tax revenue (the primary funding for road maintenance) received vary
in counties on a per mile managed basis?
• The County is under strict fire prevention regulations, and any changes in vegetation management would
have to conform to those regulations. How would that affect where and how many times areas might have
to be mowed?
• County salaries and benefits have been a stumbling block to hiring new employees in the Maintenance
Division. How long would it take to hire new employees if they were needed? Would salaries and benefits
need to be increased in order to attract people?
• The County’s Climate Action Plan, adopted by the Board of Supervisors in 2015, requires Contra Costa
to reduce its greenhouse gas emissions by 15% below 2005 baseline levels by 2020. On-road vehicles
currently account for about 45% of the County's emissions. Increasing the use of large diesel powered
mowers and trucks would increase significantly the greenhouse gas emissions by County operations,
especially if areas required multiple mowings per season.
The Public Works Roadside and Flood Control Maintenance Division has reduced its use of pesticide by 74%
since FY 2000-2001. If the Board of Supervisors chooses to make further reductions of pesticide use along rights-
of-way a priority, funding for vegetation management will have to be increased.
Ground squirrel control by the Department of Agriculture
In 2013, the Decision-Making subcommittee created a decision document for ground squirrels in critical
infrastructure. In May 2017, the subcommittee decided to review the document because this pest situation is
responsible for the largest County use of anticoagulant rodenticide. The nontarget issues surrounding use of
anticoagulants continue to be important to the County and its residents. The review process is ongoing.
March 20, 2018 CCC Board of Supevisors Minutes 252
Contra Costa County
Decision Documentation for Gopher Management in Landscapes
Date: 5/24/17
Department: Public Works Grounds Division and Special Districts
Location: Countywide
Situation: Gophers in parks, frontage landscaping, and County landscaping
What is the
management goal
for the sites?
Gopher management in the County does not seek to eradicate the animals. The management goals
are to prevent gopher damage to landscaping and to building foundations or other infrastructure such
as irrigation pipes and tubing, and prevent tripping hazards where children, adults, and pets play.
Historically, there was such a large population of gophers in the area above Reliez Valley Rd. in the
Hidden Pond Landscaping Zone that gophers were being controlled to minimize destabilization of the
slope to prevent landslides.
Who has jurisdiction
over the areas in
question?
The County has jurisdiction over the sites; however, in Special District frontage or other landscaping,
the County does not control the allocation of funds for landscape maintenance, including pest
management.
Note that Special District landscaping zones formed before 1996 do not have a built-in CPI escalator,
which makes it difficult to increase the funding available for landscape maintenance. The 3 zones
currently monitored for gophers are Livorna Park, Hidden Pond Landscaping Zone, and Driftwood
Landscaping Zone. Hidden Pond was formed in 1990, and Driftwood was formed in 1993.
How often are the
sites monitored?
This varies from site to site.
In the course of her other work, the Grounds Division gopher manager surveys for evidence of
gophers. She also responds to complaints about gophers from County staff and to information
relayed by other members of the Grounds crew.
The vertebrate pest manager for Special Districts regularly surveys for gophers in Livorna Park,
Hidden Pond Landscaping Zone, and Driftwood Landscaping Zone and responds to complaints
relayed through Special Districts staff.
The problem species
has been identified
as the following:
Pocket gopher, Thomomys sp.
From the UC IPM Pest Notes on pocket gophers
(http://www.ipm.ucdavis.edu/PMG/PESTNOTES/pn7433.html):
“Pocket gophers are herbivorous and feed on a wide variety of vegetation but generally prefer
herbaceous plants, shrubs, and trees. Gophers use their sense of smell to locate food. Most
commonly they feed on roots and fleshy portions of plants they encounter while digging. However,
they sometimes feed aboveground, venturing only a body length or so from their tunnel opening.
Burrow openings used in this manner are called “feed holes.” You can identify them by the absence
of a dirt mound and by a circular band of clipped vegetation around the hole. Gophers also will pull
entire plants into their tunnel from below. In snow-covered regions, gophers can feed on bark several
feet up a tree by burrowing through the snow.
“…A single gopher moving down a garden row can inflict considerable damage in a very short time.
Gophers also gnaw and damage plastic water lines and lawn sprinkler systems. Their tunnels can
divert and carry off irrigation water, which leads to soil erosion. Mounds on lawns interfere with
mowing equipment and ruin the aesthetics of well-kept turfgrass.”
March 20, 2018 CCC Board of Supevisors Minutes 253
Gophers sometimes girdle trees and shrubs and can kill trees with trunks several inches in diameter.
Gophers also mix, aerate, and loosen soil, all of which can promote plant growth.
What is the
tolerance level for
this species?
One gopher burrowing in ornamental landscaping or a lawn will trigger management actions.
Gophers in adjacent fields or in areas that are more wild are not managed except where gophers
become numerous enough to destabilize the hillsides. Currently this applies to Hidden Pond
Landscaping Zone only.
Are these sensitive
sites?
Are any sites under management part of any of the court-ordered
injunction?
No for the 2 sites where
rodenticide might be
used: Hidden Pond and
Driftwood.
Are any of the sites known or potential habitats for any endangered or
threatened species?
No
Are any of the sites on or near an area where people walk or children
play?
Care must be taken when using gopher traps, so that neither pets nor
children are likely to encounter them.
Yes
Are any of the sites near a drinking water reservoir? Not applicable
Are any of the sites near a creek or flood control channel? Not applicable
Are any of the sites near crops? No
Are any of the sites near desirable trees or landscaping? Yes
Are any of the sites on soil that is highly permeable, sandy, or gravelly? Not applicable
At any of the sites, is the ground water near the surface? Not applicable
Are there any well heads near the sites? Not applicable
What factors are
taken into account
when determining
the management
technique(s) for
gophers?
The proximity to foot traffic—currently traps are not used where children or other passersby might
find and try to remove or tamper with the trap. Other considerations are the following: safety to the
gopher manager, the environment, and non target species; endangered species considerations; the
effectiveness of the method; and the cost to the Department or the Special District.
What factors
contribute the cost
of gopher
management?
1. The number of gophers at the site.
2. The number of gopher mounds at the site—each must be tamped down to determine which
tunnels are active.
3. The size of the site—if a large site must be surveyed on foot, it will take longer.
4. The distance of the site from the corporation yard.
5. The skill and experience of the pest manager—someone with little experience and skill will take
March 20, 2018 CCC Board of Supevisors Minutes 254
longer to find and trap gophers or kill them with CO2.
6. The frequency of re-invasion—sites near open fields, vacant lots, construction sites, and
wildlands will experience repeated gopher invasions.
Are special permits
required to trap or
otherwise kill
gophers?
No special permits are required. Gophers are considered nongame animals by the California
Department of Fish and Wildlife, which means that if a property owner finds gophers that are injuring
garden or landscape plants or other property, the property owner can control the gophers at any time
in any manner that is legal.
Which cultural
controls were
considered?
Flooding: This method is not particularly effective and would use large amounts of precious water.
Most gophers survive flooding in their burrows. Some may be forced to the surface, but the pest
manager would have to use something like a shovel to kill those exiting burrows.
Planting buffers or repellent plants: A 50 ft. buffer planted in a grain, such as wheat, is mentioned
in the literature, but this is not practical for the County. There is no evidence for the efficacy of
planting so-called gopher repellent plants such as castor bean.
Conclusion: There are no practical or effective cultural controls for gophers in County
landscaping.
Which physical
controls were
considered?
Trapping: Trapping is a very effective management method. There is skill and art to trapping,
especially in finding the proper burrow in which to place traps; therefore, the more experienced the
trapper, the more successful they are. Each management situation is unique and must be assessed
at the time of inspection to determine a plan of action.
There are a number of styles of gopher traps. The Grounds Division uses the Victor Black Box Trap.
The Special District contractor uses the Gophinator trap, and the GopherHawk trap.
• The gopher manager surveys the area to determine which gopher mounds look the freshest and
flags those mounds. The remaining mounds are flattened.
• The following day, the manager returns to determine which mounds are actually the newest.
Brand new mounds, or mounds that had been flattened and were then pushed up again, indicate
the gopher is working in those areas. Otherwise the flagged mounds are still the most recent.
• Working near the newest mounds, the manager uses a probe (a long pole) find the main gopher
tunnel.
• A small area above the main tunnel is excavated so the traps can be inserted. Two traps are set,
one in each direction back to back, so that a gopher travelling along the tunnel in either direction
will encounter the business end of the trap.
• The hole is covered with a board. Recommendations vary on whether or not to cover the hole,
and some sources indicate that it doesn’t matter, but in the County, the hole should be covered
to help prevent the public from investigating the trap. The spot is marked with a small flag.
In an April 2013 paper in Crop Protection, Baldwin, et al. found that the Gophinator trap was
more effective than the Macabee trap [another similar body gripping trap], probably because it
was able to capture larger gophers. They also found that covering traps in late spring to early
summer increased catches, but not during autumn. They recommended that if efficacy is
paramount, traps should be covered from late spring to early summer, but if time is a
constraining factor, traps can be left uncovered.
• Sometimes gophers are trapped immediately while the manager is still working at the site. If not,
the manager returns within 24 hours to check the traps.
Explosive Devices: The Rodenator injects a combination of 3% propane and 97% oxygen into a
burrow and ignites these gases. The resulting explosion collapses the tunnel and creates a
shockwave that kills gophers in the burrow. Approximately 5 years ago, the Grounds Division
conducted a trial of the Rodenator outside the Public Works Administration building on Glacier Drive
in Martinez. Gophers were burrowing close to the building, and it was feared that they might
undermine the foundation. The device worked well and no gophers have been seen in that area
since. There are, however, some problems with this device. All the windows on the treatment side of
March 20, 2018 CCC Board of Supevisors Minutes 255
the building had to be protected with sheets of plywood, and the explosions rattled the windows and
the occupants of the building. The reports from the explosions, which sound like gunshots,
precipitated calls to the police, even though the surrounding neighbors had been notified. The
Division has not pursued this strategy because of this last issue. There is also a fire risk with this
method.
Exclusion with wire mesh: Three-foot high ½” wire mesh buried 2 feet below ground and encircling
a plant can exclude gophers temporarily. These wire cages are only effective in protecting a small
area and are very expensive to make and install.
Conclusion: Trapping is the most effective and practical physical control for gophers in
County landscaping.
Which biological
controls were
considered?
Great blue herons, coyotes, domestic dogs and cats, foxes, and bobcats capture gophers at their
burrow entrances; badgers, long-tailed weasels, skunks, rattlesnakes, and gopher snakes corner
gophers in their burrows. Owls and hawks capture gophers above ground.
Predators can prune a population, but none of these predators can control gophers to the extent that
is necessary in County landscaping. Owl boxes could attract more owls to certain areas of the
County. More owls could mean somewhat fewer gophers in open fields.
Conclusion: Biological controls alone for gophers have not been shown to reliably reduce
populations to the level that will prevent damage to plants and infrastructure.
Which chemical
controls were
considered?
The risk to predatory animals must be considered before any rodenticides are used for
gopher management.
Fumigants
Extension and university literature recommend against using fumigants for gophers because the
animals can quickly backfill a tunnel when they perceive a threat, which prevents the gas from
reaching them. Injecting gas far enough into their extensive burrow system is difficult, and since
their tunnels are close to the surface, gas can leak out and never reach a concentration high
enough to kill.
CO2 Injection
• The Grounds Division has purchased a CO2 injection device called the Eliminator which injects
carbon dioxide into the burrow system. So far the gopher manager has had good luck with this
device. Perhaps this is more effective since the CO2 initially sinks to the floor of the burrow.
• The gopher manager uses this device where foot traffic prohibits the use of traps.
• The manger uses the same preliminary procedures for using this device as she used for trapping
(see above).
• Before she deploys the device in the burrow, she closes any openings and flattens any remaining
mounds to help keep the gas inside the burrow.
• When the trigger on the device is pulled, there should be no hissing sounds.
• The day after the treatment the manager returns to determine the success of the treatment.
A note on “signal words,” below: these designations from the USEPA pertain to the acute toxicity of a
pesticide.
Aluminum Phosphide
Signal Word: DANGER
• Fumigation with aluminum phosphide is
effective for gophers, although it is a restricted use
material that requires a permit from the County Department of Agriculture. Aluminum Phosphide
is not used in the County for gophers.
March 20, 2018 CCC Board of Supevisors Minutes 256
Baiting
Diphacinone (005%) Multiple Dose Bait Blocks (Eaton's Answer®)
Signal Word: CAUTION.
• This product overcomes a shortcoming of grain baits, which can degrade in the moist soils inside
gopher tunnels. It is blended with a water-resistant paraffin material and formulated in bait
blocks. This bait was developed with the objective of providing long-term control because the bait
remains effective in moist environments after killing resident gophers. Then, newly invading
gophers feed on the bait and die as well.
• Bait blocks are placed underground in the main tunnel, about 4” to 12” deep and then covered.
Usually one block is used for an approximately 20’ run of main tunnel where fresh mounds are
found on the surface.
Diphacinone is a first generation anticoagulant that prevents blood from clotting and causes death
by internal bleeding. First generation anticoagulants require multiple feedings over several days to
a week to kill. This is different from second generation anticoagulants that are far more toxic and
can kill within days of a single feeding if enough bait is ingested.
Second generation anticoagulants pose a greater risk to animals that eat poisoned rodents. If the
rodent continues to feed on the single-dose anticoagulant after it eats a toxic dose at the first meal,
it may build up more than a lethal dose in its body before the clotting factors run out and the animal
dies. Residues of second generation anticoagulants may remain in liver tissue for many weeks, so
a predator that eats many poisoned rodents may build up a toxic dose over time. However, even
the first generation anticoagulants may be poisonous to animals that eat poisoned rodents. The first
generation materials break down much more rapidly in animal tissues and have a much reduced
potential for secondary kill when compared to second generation materials.
Conclusion: CO2 injection seems to be useful for the Grounds Division, but more experience
with the tool is necessary.
Diphacinone bait blocks are used from time to time at Hidden Pond and Driftwood. The
landscaping in these two areas is located on frontage property. The County does not have
control over the fees assessed for maintenance on these properties and the budget is
currently insufficient to afford trapping as a control for gophers.
Recommendations
from the IPM
Advisory Committee
On-going monitoring should be used to adjust control activities to a level appropriate to the
population of gophers. Trapping and CO2 injection are the preferred control methods when
sufficient funding is available.
Consider expanding trapping into areas where children or other passersby have access after
investigating techniques used in school IPM programs or other programs where trapping is
conducted in sensitive sites.
References UC IPM Pest Notes on pocket gophers: http://www.ipm.ucdavis.edu/PMG/PESTNOTES/pn7433.html
Baldwin, R.A., D.B. Marcum, S.B. Orloff, S.J. Vasquez, C.A. Wilen, and R.. Engeman (2013). The
influence of trap type and cover status on capture rates of pocket gophers in California, Crop
Protection, 46: 7-12.
Baldwin, Roger. Personal commuinication
March 20, 2018 CCC Board of Supevisors Minutes 257
March 20, 2018 CCC Board of Supevisors Minutes 258
Contra Costa County
DRAFT DECISION DOCUMENTATION for VEGETATION MANAGEMENT
on County Roadsides and Road Rights-of-Way
Date: February 3, 2017
Department: Public Works Maintenance Division
Location: Unicorporated rural areas
Situation: Vegetation management along roadsides and road rights-of-way
Note that management decisions are site specific for roads. Not every management technique will work equally
well at all sites and for all weeds, and the costs of each technique will vary depending on the site. The County has
developed a flowchart to aid the decision-making process.
What are the
management goals
for these sites?
The County is subject to the regulations of 9 separate fire districts. The following are the districts
and the links to their regulations (if available):
To reduce fire risk:
• Contra Costa Fire Protection District (ConFire)
http://www.cccfpd.org/pdfs/WA-2-minimum-standards-17.pdf
• Crocket-Carquinez Fire Protection District (regulations not apparent on website)
• East Contra Costa Fire Protection District (same regs as ConFire)
• Kensington Fire Department (same regs as Richmond)
• Knightsen Fire District (no website)
• Moraga-Orinda Fire District
http://www.mofd.org/_literature_196457/Exterior_Hazard_Abatement_Standards
• Pinole Fire Department (regulations not apparent on website)
• Richmond Fire Department
http://www.ci.richmond.ca.us/DocumentCenter/View/38822
• San Ramon Valley Fire Protection District --
http://www.firedepartment.org/civica/filebank/blobdload.asp?BlobID=4207
The County manages to the most restrictive regulations of the 9 fire districts, which are described in
the County’s fire protection ordinance:
Title 7, Division 722, Section 320.4.1 says, “No person who has any ownership or possessory
interest in or control of parcel of land shall allow to exist thereon any hazardous rubbish,
weeds, trees, or other vegetation that constitutes a fire hazard.”
Title 7 Division 722, Section 320.4.2.1 says, “The Fire Code Official is authorized to cause
areas within 10 feet (3048 mm) on each side of portions of streets which are improved,
designed, or ordinarily used for vehicular traffic to be cleared of flammable vegetation and
other combustible growth.”
The Public Works Department tries to maintain an 8 foot strip, where practical, of vegetation-free
ground (not including trees, shrubs, or landscaping) along each side of a road. Fire district
regulations stipulate that vegetation management must typically be completed by May 1, and at the
very latest by July 1, in order to avoid abatement notices from the local fire district. The May 1
March 20, 2018 CCC Board of Supevisors Minutes 259
deadline is a recent change and makes it more difficult for the crew to perform all the needed work
between the time that weather conditions permit work and May 1.
The County maintains road safety in accordance with the County’s best management practices.
The following are some of the management practices:
To maintain road safety:
• Prevent sight line obstruction of signs, pullouts, ditches on sides of road, obstacles on sides of
the road (California Streets and Highways Code, Sections 1480-1485)
• Prevent a perceived narrowing of the roadway from large plants growing close to the side of
the road that can force drivers to move to the center of the road
• Maintain adequate road drainage (vegetation can clog ditches and drains)
• Keep pavement intact as long as possible
o Plants next to pavement or growing into cracks in pavement can allow water to move down
under the asphalt causing it to buckle and crack more.
o Weeds growing along the shoulder can hasten the deterioration of the shoulder which can
lead to hazardous roadside conditions, especially for bicycles, but also for cars if the drop
from the road surface becomes large.
To reduce liability for the County: Fires, accidents, and law suits against the County are a regular
and costly occurrence.
To prevent the movement of invasive plants along roadway corridors; Invasive plant seeds and
parts can be carried far and wide by animals, wind, and water moving along roadsides. Even
vehicle tires and undercarriages, bicycle tires, and people’s footwear can move weeds from one
place to another.
Who has jurisdiction
over the areas in
question?
The County owns the roads and rights-of-way and is responsible for their maintenance. The local
fire districts are responsible for insuring that property owners and managers follow their regulations.
Note: In general in unicorporated areas where there are curbs, gutters, and sidewalks, the
homeowner is responsible for vegetation management.
Number of road miles
under management
The total number of road miles is 660 (a road mile includes both sides of the road).
Approximately 325 to 375 road miles are under active vegetation management (the number
changes with the weather and other factors from year to year). Not all of the 660 road miles are
rural roads, many are in unicorporated residential areas where the Public Works Department does
not manage roadside vegetation).
Number of staff
available for
vegetation
management
activities
Currently the Division has 3 trained vegetation management techs.
Full staffing would be 1 supervisor and 6 vegetation management personnel.
The maintenance division would be fully staffed at 86, however, currently there are only 57
positions filled. These 57 employees perform all of the road maintenance tasks, such as paving,
crack sealing, pavement marking, ditch and drainage maintenance, signage, tree trimming and
removal, storm damage emergency response and repair, guard rail maintenance and flood control
maintenance. The small vegetation management crew is part of the 57 employees and is
responsible not only for roadsides, but also for flood control channels and unimproved County
properties.
Source of funding Road maintenance, including vegetation management, is funded solely from the gasoline tax. The
County does not contribute any money from the General Fund except for a small amount going to
specific drainage projects.
The funds coming from the gas tax had been declining for years because the tax had not been
increased, while at the same time cars have become much more fuel efficient. In addition there are
many electric vehicles on the road that pay no gas tax for maintenance of the roads on which they
drive.
With the passage of California Senate Bill 1 in December 2016, the County will see a much needed
increase in funds for road maintenance; however, the extra funds must first go to bring the average
Pavement Condition Index up to 80 or better. At present, CCC’s arterial Pavement Condition Index
March 20, 2018 CCC Board of Supevisors Minutes 260
is in the 60s.
The following are the main provisions of SB 1:
• $0.12 increase in gasoline tax/gallon, with inflation adjustment
• Increase to the Vehicle License Fee of between $25 and $175, with inflation adjustment,
depending on the cost of the vehicle
• $0.20 increase in the tax/gallon on diesel
• An increase in vehicle registration fee for 2020 and later model zero-emission vehicles of $100
with inflation adjustment f
• The bill would impose various requirements on the department and agencies receiving these
funds. The bill would authorize a city or county to spend its apportionment of funds under the
program on transportation priorities other than those allowable pursuant to the program if the
city’s or county’s average Pavement Condition Index meets or exceeds 80.
How often is the site
monitored?
All sites in the county are monitored every few days. The Vegetation Manager spends part of every
day inspecting roadways on a rotating basis. The road crews, the road crew supervisors, and the
vegetation management crew are all trained to recognize vegetation issues on roadsides and road
rights-of-way and to report them to the Vegetation Manager. Monitoring information is recorded on
the Vegetation Manager’s Daily Report.
If a new weed species is found, the Vegetation Manager identifies and researches the weed. If
he/she cannot identify the specimen, he/she consults the County Department of Agriculture. If a
weed on the California Department of Food and Agriculture A-rated list is found, the County
Agriculture Department is also consulted.
Weeds have been
identified as the
following:
Any species that can pose a fire danger or sight obstruction, including volunteer trees and otherwise
desirable species, will be managed to maintain the integrity of the road and road shoulder.
Key weeds are listed below. The list is continually updated as vegetation changes.
Invasive species:
• Yellow starthistle (Centaurea solstitialis)
• Purple starthistle (Centaurea calcitrapa)
• Russian thistle, or tumbleweed (Salsola tragus)
• Kochia (Kochia scoparia)
• Stinkwort (Dittrichia graveolens)
• French broom (Genista monspessulana)
• Pepperweed (Lepidium latifolium)
• Tree of heaven(Ailanthus altissima)
• Algerian ivy (Hedera algeriensis)
• Himalayan blackberry (Rubus armeniacus)
Other species:
• Poison oak (Toxicodendron diversilobum)
• Poison hemlock (Conium maculatum)
• Mare’s tail (Conyza canadensis)
• Mustard (Brassica spp.)
• Mallow or cheeseweed (Malva spp.)
• Various grasses
The Department does not have a specific invasive weed management program; however, the
vegetation management crew is trained to look for invasives when they are out working.
Are populations high
enough to require
control?
The Vegetation Management crew manages vegetation as necessary to meet the management
goals above.
At times vegetation re-growth may be sparse enough and the fire risk low enough that a decision
might be made to leave the re-growth alone.
Are these sensitive
sites?
Are any areas “highly sensitive sites” as defined by PWD
Environmental staff?
No
March 20, 2018 CCC Board of Supevisors Minutes 261
Are any areas under the Routine Maintenance Agreement with Fish
and Game?
It’s possible if a road
shoulder is under the
riparian canopy.
Are any areas part of any of the court-ordered injunction? (see:
https://www.epa.gov/endangered-species/interim-use-limitations-eleven-
threatened-or-endangered-species-san-francisco-bay)
Some areas are included in the red legged frog injunction. The
Department has a map of areas included in the red legged frog injunction.
Yes
Are any areas known or potential habitat for any endangered or
threatened species?
Some areas border habitat or potential habitat for species, but the actual
gravel road shoulder is not suitable habitat for most vertebrates.
No
Are these areas places where people walk or children play?
Most of the roads and rights-of-way covered by this document are not
suitable for pedestrian traffic or for children to play. Areas where people
walk are the following:
• Iron Horse Trail
• Clyde Pedestrian Path
• Delta De Anza Trail (county only maintains a small portion)
Occasionally
Are they near a drinking water reservoir? Yes, some
Are they near crops? Yes, in some cases.
Are they near desirable trees or landscaping? Yes, occasionally
Is the soil highly permeable, sandy, or gravelly?
Yes, in some areas. Hoffman Road is one.
Yes
Is the ground water near the surface? Unknown, other than
Hoffman Road
What factors are
taken into account
when determining the
management
technique(s) for
vegetation?
• Species of plant
• Stage of growth
• Plant density
• Plant location
• Road condition—if a road is in very poor condition, vegetation growing close to the edge can
cause more damage than if a road is in good condition. Every 7 to 10 years, the road is
scheduled for resurfacing and there must be a clear corridor for the work.
Are special permits
required for work?
If the Department were to use Vanquish (dicamba), which is restricted because of volatility, it would
need to file with the County Department of Agriculture a Notice of Intent (NOI) to apply the material.
Which cultural
controls were
considered?
Mulching
• It is difficult to contain mulch on the side of the road. There is a danger that it could clog
drainage ditches and drains, run off into waterways, present road hazards to bicyclists.
• Wood chip mulch is combustible and would only add to the fire danger.
• The cost of buying and/or spreading mulch along roadsides would be prohibitive and very
dangerous for the crew.
Weed Barriers
• Rubber mats can be used around guard rails, but are very expensive. Weeds can grow up
March 20, 2018 CCC Board of Supevisors Minutes 262
through the joints in the mats and on top of the mats in accumulated soil and organic matter.
Rubber mats are combustible, and the resulting fire releases noxious fumes.
• Fabric barriers are expensive and very costly to install, hard to anchor to the ground, and
vehicles can tear them, rendering them ineffective.
• Weed seeds can germinate in the organic matter that accumulates on the weed barrier or is
intentionally placed there.
Planting Desirable Species
• This has been used in some limited circumstances in Yolo County, but the plants must still be
mowed.
• Establishment takes time, money, water, and attention.
• The plants must conform to very limiting specifications so as not to be sight hazards, fire
hazards, etc. They could not be planted adjacent to the road.
CONCLUIONS:
Mulching and weed barriers are problematic on roadsides. The Department has not found
any areas where these would be appropriate.
Planting desirable species is not used at this time because the Department must maintain a
vegetation-free zone next to the road.
Which physical
controls were
considered?
Pruning: This is used on large vegetation where needed to meet management goals.
Mowing by machine: Mowing is used on French broom to reduce the amount of vegetation before
herbicide applications. Mowing is also used for blackberries and for willows in place of, or before,
herbicide treatment. Mowing on the Iron Horse Trail is contracted out.
Machine mowing is not used more extensively because of the following:
• Terrain is a limiting factor. Many of the County’s rural roads have unimproved shoulders that
are very uneven and have trees growing on them. This makes mowing very difficult.
• Mowing may not meet fire regulations in many areas.
• Mowing usually requires more than one pass per treatment which increases cost. Depending
on the terrain, it may take several passes per treatment to mow down the vegetation.
• With mowing there is always the risk of starting a fire when mower blades create sparks from
striking rocks or other obstacles. This is a regular occurrence with both machine and hand
mowing.
• Recent changes in safety regulations for mowing have increased costs and the number of staff
needed for each mower. This may have the effect of further limiting the work window.
• Mowing can also transport invasive plant seeds and parts from one area to another.
• There is a narrow window of time when mowing is most effective for meeting fire regulation
deadlines. This is the same window of time in which flood control channels must be mowed. If
mowing is done too early, the vegetation can grow back and require mowing a second or even
third time to meet fire regulations. The Department does not have enough crew and equipment
to complete all work by mowing in that space of time
• It is more costly than herbicide treatment. See Table 1 below.
• The County’s Climate Action Plan requires a reduction in greenhouse gas emissions, and
increasing mowing would substantially increase those emissions.
Mowing by hand: This has limited use on roadsides, but it can be useful around guard rails.
• Mowing by hand (weed whacking) can be particularly dangerous for employees:
o Traffic presents serious hazards.
o Workers can sustain injuries from slipping on steep or rocky terrain.
o Workers can sustain injuries from debris being thrown up and onto workers: rocks,
glass, barbed wire, pieces of metal and pieces of mower blades.
• Hand mowing is even more costly than machine mowing.
• There is always a risk of starting a fire.
Grazing
• Logistics and safety on the side of a narrow country road are very difficult. The liability to the
County is high.
March 20, 2018 CCC Board of Supevisors Minutes 263
• Grazing animals can distract motorists, which can be a danger to both the animals and motorists.
The animals temporarily remove the emergency parking available on the shoulder.
• Grazing is costly for this application, especially because grazing a narrow strip necessitates
moving the animals frequently, which is expensive. (See Table 1.)
Burning: Besides being dangerous, this technique could not be used on roadsides because the Bay
Area Air Quality Control Board would not allow it.
Concrete under guard rails or cement treated base for road shoulders: These treatments are
long lasting, but very expensive. (Need cost range) Currently the County is not installing any new
guard rails or shoulders.
It is quite difficult to make repairs to concrete slabs if they crack or erode. Once cracks form, weed
seeds can sprout in the cracks. Repairing concrete or cement-treated base used on the road
shoulder is also very difficult, especially if damage occurs at the edge from erosion. Everything must
be torn out and replaced.
CONCLUSIONS: Pruning and machine mowing are used by the Department where they are
appropriate. At this time, the other techniques are too dangerous, too costly, or not practical.
Which biological
controls were
considered?
Biological controls are not applicable in this situation unless a particular invasive weed is
the target, and it has an available biological control.
Which chemical
controls were
considered?
During many years of research, experience, and experimentation, including consulting the
literature, researchers, and colleagues about materials that are labeled for, and effective on,
weeds in rights-of-way, the Division has chosen the herbicide options listed below. The
Department continues to consult researchers and colleagues, as well as new literature, to
identify new choices that may be more effective, more environmentally friendly, and of lesser
human toxicity.
Note that the Weed Science Society of America (WSSA) and the Herbicide Resistance Action
Committee (HRAC) both create resistance group designations to help weed managers reduce
the likelihood of creating resistant weeds. Every 2 to 3 seasons, the Division rotates
herbicide active ingredients according to the resistance group designations from WSSA to
limit the buildup of herbicide resistant weeds along the roadsides.
Possible herbicide choices
When the IPM process calls for the use of herbicides, the products below are used where most
suitable considering cost, efficacy, the environment, human communities, and resistance
management.
(These product names are subject to change.)
Esplanade, Gallery, and Resolute are pre-emergent herbicides that are used in the buffer
zone next to the road to maintain bare ground. They each belong to a different resistance
management group and are used in rotation to prevent herbicide resistance. The Division
uses pre-emergent herbicides to reduce the amount of post-emergent herbicides that are
needed.
Pre-emergent Herbicides
Indaziflam (Esplanade®): This pre-emergent herbicide controls a broad spectrum of weeds if
applied before germination. It does not generally control weeds after they have emerged. For
maximum weed control, the herbicide needs to reach the soil surface and be activated by rainfall or
adequate soil moisture. It is applied in the fall to control winter germinating weeds and in the spring
to control spring germinating weeds.
Signal Word: CAUTION
Rate: 3 to 5 oz/acre
Timing: Before weeds sprout in either fall or spring near the time rain is expected.
Cost to apply (includes material cost): $125/acre
March 20, 2018 CCC Board of Supevisors Minutes 264
Herbicide Resistance Management Group: 29
Isoxaben (Gallery® S.C.): This pre-emergent controls certain broadleaf weeds.
Signal Word: CAUTION
Rate: 20 to 30 oz/acre
Timing: Before weeds sprout in either fall or spring near the time rain is expected.
Cost to apply (includes material cost): $210/acre
Herbicide Resistance Management Group: 21
Prodiamine (Resolute® 65 WDG): This pre-emergent herbicide controls grass and broadleaf
weeds by preventing the growth and development of newly germinated weed seeds. Weed control is
most effective when the product is activated by at least ½” of rainfall or irrigation, or shallow (1” to
2”) incorporation before weed seeds germinate and within 14 days following application.
Signal Word: CAUTION
Rate: 1 to 2 lbs/acre
Timing: Before fall weeds or spring weeds germinate, and close to the time rain is expected.
Cost to apply (includes material cost): $97/acre
Herbicide Resistance Management Group: 3
Glyphosate (Roundup® Pro Concentrate): Glyphosate is a systemic herbicide (is absorbed into
the plant and circulates to kill the entire plant) that will kill most types of vegetation—grass,
broadleaf, vines, brush, etc. Roundup is used as a contact herbicide for emerged grasses on
road shoulders.
Post emergent (contact) herbicides
Signal Word: CAUTION
Rate for spot spraying on roadsides using a boom mounted on a truck: 2 pts in 20 gal of
water/acre
Rate for spot spraying by pulling hose with a handgun attached: 6 pts in 100 gal of water/acre
This method is used mostly for parcels where a crew must walk rather than drive.
Timing: Varies depending on the location, the weather, the weed growth, the work load
Cost to apply (includes material cost):
• $135/acre for Roundup application from a boom mounted on a truck
• $673/acre for Roundup application from a hose with a handgun
Herbicide Resistance Management Group: 9
**Enjoined for red legged frog
Triclopyr TEA (Garlon® 3A): Garlon 3A is specific for woody plants and broadleaf weeds (but
not grasses) and is used for spot treatments. It is usually tank mixed with Roundup.
Signal Word: DANGER (for eye damage to mixer/loader and applicator)
Rate for spot spraying on roadsides using a boom mounted on a truck: 2 to 4 pts in 20 gal of
water/acre
Rate for spot spraying by pulling hose with a handgun attached: 4 to 6 pts in 100 gal of
water/acre
This method is used mostly for parcels where a crew must walk rather than drive.
Timing: Varies depending on the location, the weather, the weed growth, the work load
Cost to apply (includes material cost):
• $146/acre for Garlon 3A application from a boom mounted on a truck
• $714/acre for Garlon 3A application from a hose with a handgun
Herbicide Resistance Management Group: 4
**Enjoined for red legged frog
Chlorsulfuron (Telar® XP): Telar XP is both a pre-emergent and post-emergent herbicide for the
control of many invasive and noxious broadleaf weeds. Warm, moist conditions following application
enhance the effectiveness of Telar XP since moisture carries the herbicide into weed roots and
prevents them from developing. Weeds hardened off by drought stress are less susceptible to this
Herbicides with both Pre- and Post-Emergent Activity
March 20, 2018 CCC Board of Supevisors Minutes 265
herbicide. Telar is used primarily for control of difficult broadleaf weeds such as pepperweed.
Signal Word: CAUTION
Rate: 1.6 oz/acre
Timing: Before fall weeds or spring weeds germinate and close to the time rain is expected.
Cost to apply (includes material cost): $113/acre
Herbicide Resistance Management Group: 2
Dicamba diglycolamine salt (Vanquish®): Vanquish is registered for selective broadleaf and
brush control and has both pre- and post-emergent qualities. Dicamba is a systemic herbicide that
acts as a plant growth regulator. Dicamba is a federally restricted material due to the potential for
harm to non-target plants. It can volatilize when temperatures are high. A special permit must be
obtained from County Ag, and the applicator must notify County Ag in advance of the application. If
the application is cancelled, County Ag must be notified. Vanquish is used selectively as a spot
treatment for difficult to control broadleaf weeds.
Signal Word: CAUTION
Rate: 1 to 2 pts/acre
Timing: Best when weeds are small
Cost to apply (includes material cost): $95/acre
Herbicide Resistance Management Group: 4
Not on any injunction list
Aminopyralid (Milestone®): Milestone is a systemic herbicide with both pre- and post-emergent
properties that controls broadleaf weeds without affecting grasses. Milestone is used for the more
woody and thick-stemmed weeds on road shoulders.
Signal Word: CAUTION
Rate: 5 to 7 oz/acre
Timing: Between fall and spring before seeds germinate, but it is a more flexible chemical
because it also has contact properties
Cost to apply (includes material cost): $96/acre
Herbicide Resistance Management Group: 4
Not on any injunction list
Sulfometuron methyl (Oust XP®): This pre-emergent and early post-emergent herbicide controls
many annual and perennial grasses and broadleaf weeds. The Department rarely uses this on
roadsides.
Signal Word: CAUTION
Rate: 3.6 to 4.8 oz/acre
Timing: Before or just after weeds germinate in the fall or spring.
Cost to apply (includes material cost): $95/acre
Herbicide Resistance Management Group: 2
Which herbicide
application methods
are available for
these chemicals?
The Department’s current equipment allows for 3 methods of application:
• broadcast application or spot treatment from a boom attached to a truck
• spot treatment from a handgun attached to a hose connected to a truck-mounted tank
• and spot treatment with a backpack.
CONCLUSIONS: The terrain, proximity to water, potential human or non-target exposure,
kind of weed species, and goal of the treatment dictate the application method.
What weather
concerns must be
checked prior to
application?
The Vegetation Manager takes into consideration the pesticide label and all site specific factors.
Each day, the Vegetation Manager checks the weather when he/she arrives at work at 6:00 AM.
Rain can prevent application of some herbicides because of the danger of runoff. For most pre-
emergent herbicides, rain is needed after application in order for the herbicide to be effective. The
Vegetation Manager must also consider wind speed (generally it should be <7 mph) and possible
temperature inversions to avoid herbicide drift. Crews measure and record weather factors prior to
and during application. Excessive heat or cold makes plants shut down, and herbicide applications
March 20, 2018 CCC Board of Supevisors Minutes 266
at that time could be ineffective. The Vegetation Manager uses these factors to write Pest Control
recommendations for the crew to follow on the days that spraying takes place.
Cost Comparisons
for various mgmt
methods on both
roadsides and flood
control channels
See Table 1, below.
Recommendations
from the IPM
Advisory Committee
• Continue to review all vegetation management methods available for flood control channels
and access roads considering efficacy, cost, impacts to the environment, and to the human
community.
• Encourage investigation into, and experimentation with, new methods.
• Review this document every 3 years.
Table 1. Methods, Acres Treated, and Cost* for Vegetation Management along Contra Costa
Roadsides and Flood Control Channels, Averaged over Two Years (2014-2016)§
Vegetation Management Method
Acres
Treated
% of
Total
Acres
Treated
Total
Cost for
all acres
treated
Cost/
Acre
% of
Total
Cost for
all acres
treated
%
Change
in Total
Acres
Treated
from FY
12-13
Chemical Treatment - Roads 1157 55% $180,145 $156 22% -36%
Right of Way Mowing (mainly flood control channels) 280 13% $278,133 $993 34% +8%
Chemical Treatment - Creek Access Roads 152 7% $46,728 $307 6% +33%
Chemical Treatment - Creek Banks 70 3% $28,657 $409 4% -59%
Grazing (flood control facilities) 375 18% $191,301 $510 24% +74%
Chemical Treatment - Aquatic Applications 66 3% $46,125 $699 6% +11%
Mulching (flood control fence-lines and access road
shoulders) 10 0.5% $36,923 $3692 4%
+43%
Totals 2110 $808,012 -20%
*Table lists the most accurate costs available and is not necessarily specific to roadsides.
§Table is updated each year in the IPM Annual Report. See cchealth.org/ipm.
March 20, 2018 CCC Board of Supevisors Minutes 267
Contra Costa County
DRAFT DECISION DOCUMENTATION for VEGETATION MANAGEMENT
on Flood Control Channels
Date: October 2, 2017
Department: Public Works Roadside and Flood Control Channel Vegetation Management Div.
Location: Flood Control Channels
Situation: Vegetation management along 76 miles of flood control channels and creek banks; this includes areas
ranging from unimproved natural creeks to concrete-lined channels, along with levies that are certified by the
Army Corps of Engineers
Note that management decisions are site specific for flood control channels. Not every management technique
will work equally well at all sites and the costs of each technique will vary depending on the site.
What are the
management goals
for the site?
To maintain vegetation along flood control channels and creek banks so that
• erosion of the banks does not occur
• vegetation does not impede the flow of water in a flood
• vegetation does not collect silt and debris that could obstruct the passage of water
• vegetation does not hide problems on banks such as ground squirrel burrows, erosion, beaver
activity, etc.
• vegetation does not pose a fire hazard
• vegetation remains a mix of small herbaceous plants and grasses
• homeless encampments cannot flourish unnoticed
• waterways do not become a conduit for the spread of noxious weeds throughout the county
• waterways provide habitat for wildlife
• maintenance is performed in accordance with the Routine Maintenance Agreement (RMA) with
the state Department of Fish and Wildlife
• maintenance is performed in accordance with the regulations from the Army Corps of Engineers
and the Regional Water Quality Control Boards (San Francisco and San Joaquin)
Vegetation is also managed along flood control access roads to maintain the integrity of the roads
and ease of access for equipment.
How often is the site
monitored?
All sites in the county are monitored every few days to every few weeks. The Vegetation Manager
spends part of every day inspecting waterways on a rotating basis. The road crews, the flood control
supervisors, and the vegetation management crew are all trained to recognize vegetation issues on
flood control channels and creeks and to report them to the Vegetation Manager. Monitoring
information is recorded on the Vegetation Manager’s Daily Report.
If a new weed species is found, the Vegetation Manager identifies and researches the weed. If
he/she cannot identify the specimen, he/she consults the County Department of Agriculture. If a
weed on the California Department of Food and Agriculture A-rated list is found, the County
Agriculture Department is also consulted.
Weeds have been
identified as the
Various grasses, including
• Harding grass (Phalaris aquatica)
March 20, 2018 CCC Board of Supevisors Minutes 268
following:
Note that this is not a
comprehensive list,
but a list of the main
problem plants.
• Johnsongrass (Sorghum halepense)
• Reed canarygrass (Phalaris arundinacea)
• Wild oats (Avena fatua)
• Quack grass (Elymus repens)
Various broadleaf weeds including
• Mustard (Brassica spp.)
• Cocklebur (Xanthium sp.)
• Poison hemlock (Conium maculatum)
• Wild carrot (Daucus carota)
• Stinging nettle (Urtica sp.)
• Himalayan blackberry (Rubus armeniacus)
Invasive weeds such as
• Perennial pepperweed (Lepidium latifolium)
• Purple loosestrife (Lythrum salicaria)
• Red sesbania (Sesbania punicea)
On some engineered channels, cattails (Typha sp.) and trees (willow—Salix, walnut—Juglans,
ash—Fraxinus) are considered weeds.
The Maintenance Division’s vegetation management crew is trained to look for invasives when they
are out working and report them to the Vegetation Manager who consults with the Agriculture
Department about what action to take.
Are populations high
enough to require
control?
The Vegetation Management crew manages vegetation as necessary to meet the goals above.
Is this a sensitive
site?
Is this a “highly sensitive site” as defined by PWD Environmental
staff? A highly sensitive site contains a known habitat for, or is
close to sightings of, endangered or threatened species. Refer to the
attached flow chart for how sensitive sites are determined and
handled.
Some sites fit in this category.
Yes
Is this under the Routine Maintenance Agreement with Fish and
Game?
All creeks are covered under the Routine Maintenance Agreement.
Yes
Is this part of any of the court-ordered injunction? (see:
https://www.epa.gov/endangered-species/interim-use-limitations-eleven-
threatened-or-endangered-species-san-francisco-bay)
Some areas are included in one or more injunctions.
Yes
Is this a known or potential habitat for any endangered or threatened
species?
Yes, some sites contain habitat for various sensitive species including
salmonids, red legged frog, various nesting birds, dusky footed woodrat,
salt marsh harvest mouse. Each site is reviewed by a biological monitor (a
trained Public Works staff member) or a Certified Biologist.
Yes
Is it on or near an area where people walk or children play?
The Division does not manage pests on established (paved) trails. These
trails are mainly under the management of East Bay Regional Park
District. In cases where established trails exist along flood control
No
March 20, 2018 CCC Board of Supevisors Minutes 269
channels ( areas of Walnut Creek, Marsh Creek, and Wildcat Creek) they
are situated above the creek slopes. Access roads along flood control
channels are County property and are posted “No Trespassing.” The
public should not be on the access roads and enter at their own risk. In
general, the public is not allowed access to the slopes or waterway within
these environments.
Is it near a drinking water reservoir?
None of the flood control channels that the Division maintains is near a
reservoir.
No
Is it near crops?
There are areas of Marsh Creek, Sand Creek, and Dry Creek that are
near crops.
Yes
Is it near desirable trees or landscaping?
There are some flood control access roads that are near residences.
Yes
Is the soil highly permeable, sandy, or gravelly?
Yes, in some areas.
Yes
Which cultural
controls were
considered?
Mulching: Woodchips are used on flood control access roads where appropriate to prevent and
suppress weeds. Creek banks cannot be mulched.
Weed Barrier/Sheet Mulching: This cannot be used on the creek banks, and for the access roads,
it would be an added and unnecessary expense since a deep cover of woodchips serves the same
purpose.
Planting Desirable Species: The County Flood Control District is partnering with The Restoration
Trust, an Oakland-based non-profit organization promoting habitat restoration and stewardship, in a
native planting experiment along Clayton Valley Drain (near Hwy 4 adjacent to Walnut Creek). The
study is examining the survival of several California natives: Santa Barbara sedge, (Carex
barbarae), common rush (Juncus effusus), Baltic rush (Juncus balticus), field sedge (Carex
praegracilis), and creeping wild rye (Leymus triticoides).
The original planting occurred in December 2013, and in December 2014 volunteers focused on
supplemental planting in the same location to replace drought damaged plants. Santa Barbara
sedge, common rush, Baltic rush, and field sedge were planted on the lower terrace near the creek
and the creeping wild rye was planted on the slopes of the channel.
These species spread from underground rhizomes and will anchor the soil to provide erosion
control. They are all perennial species that stay green year around and are resistant to fire. The
plants are compatible with flood control objectives since they do not have woody stems, and during
flood events, they lie down on the slope, thereby reducing flow impedance. They are not sensitive to
broadleaf-specific herbicides, and unlike non-native annuals, they provide carbon sequestration and
remove as much as ½ ton of carbon per acre per year. Native grasses and sedges can potentially
out-compete non-native broadleaf weeds and annual grasses, but they do require maintenance
assistance from herbicides.
The Division, at the request of The Restoration Trust, spot treats the area with broadleaf herbicides
to reduce competition and provide the native plants with an advantage. The Division also provides
hand and mechanical mowing, as requested.
The Restoration Trust will monitor these plots until 2018 to assess native plant survival, the degree
to which they compete with the non-native annual species, and the relative success of seeding
March 20, 2018 CCC Board of Supevisors Minutes 270
versus planting plugs.
CONCLUSIONS: Mulching can be and is used along flood control access roads where the
mulch will not drift into the creek. The Public Works Department is experimenting with
planting desirable species to out-compete weedy species. This is an IPM technique the
Public Works Department is interested in exploring further. However, establishment of
desired species takes time, money, water, and attention and may require continued use of
herbicide to prevent invasion of undesirable species.
Which physical
controls were
considered?
Pruning: Trees are pruned for equipment clearance and for line of sight along access roads. Trees
that sprout in engineered channels on the slopes or in creek channels are cut down in order to
comply with Army Corps of Engineers regulations. The top of the stump is generally painted with an
herbicide to ensure control.
Mowing by machine: Many creek slopes are mowed by tractor for fire prevention, as required by
the Fire District. The channels are mowed along the top of the slope and a minimum of 6 ft. down
the side of the slope. Mowing works best on open spaces without a lot of trees.
Mowing by hand: Areas that are not mowed by machine or grazed by animals are usually mowed
by a crew with weed whackers.
Grazing: Grazing is used where the presence of endangered species, such as the red legged frog,
make it difficult to mow, for example, on Pine Creek Dam. Grazing is also used in areas such as
Pine Creek and Ygnacio Valley Drain where the creek sides are steep and dangerous for human
workers. Goats are more expensive than hand mowing but their use can help avoid incurring indirect
costs such as staff injuries. See Table 1 for more information on costs.
For detailed information on how grazing is used in the County, see the decision document for weed
management entitled Using Grazing Animals for Weed Abatement.
Burning: This technique was used in the past but is no longer because the Bay Area Air Quality
Control Board allows burning only in very limited circumstances.
Electrothermal weeding (Ubiqutek): This method uses a probe carrying electricity at a high
voltage (3, 000 to 5,000 to volts) and low amperage (0.5 to 2 amps) to heat plant tissue and kill both
roots and above ground plant material. The probe must contact each individual weed. This method
is more efficient than steaming or flaming weeds, but would be very slow compared to mowing by
machine or hand. Such high voltage is lethal, so the device is potentially extremely dangerous to the
operator. This method also poses a fire risk because of the intense heat at the point of contact with
the plant that can produce sparks and small flames. Currently there have been no independent
evaluations of this method. For these reasons the Department does not consider this a viable tactic
at this time.
Steam weeding (Weedtechnics): This method works by sending water under pressure through a
diesel boiler and then out through hoses to an application head. The water comes out at 205 to 218
degrees Fahrenheit. This method is also extremely slow. The applicator must drive around 2 mph to
treat effectively. Because of the speed of application and the small water tank, an applicator could
only treat 5 to 7 miles before having to refill the tank. This method only penetrates the soil about ¼”
so it does not kill underground portions of plants and therefore must be repeated every 3 to 4
weeks. For these reasons the Department does not consider this a viable tactic at this time.
CONCLUSIONS: Each of these techniques, except burning and electrothermal and steam
weeding, is used by the Department where appropriate.
Which biological
controls were
considered?
Biological controls are not applicable in this situation unless a particular invasive weed is
the target, and it has a biological control available.
March 20, 2018 CCC Board of Supevisors Minutes 271
Which chemical
controls were
considered?
Attach PCA
recommendation
During many years of research, experience, and experimentation, including consulting the
literature, researchers, and colleagues about materials that are labeled for, and effective on,
weeds in rights-of-way, the Division has chosen the herbicide options listed below. The
Department continues to consult researchers and colleagues, as well as new literature, to
identify new choices that may be more effective or more environmentally friendly.
Note that the Weed Science Society of America (WSSA) and the Herbicide Resistance Action
Committee (HRAC) both create resistance group designations to help weed managers reduce the
likelihood of creating resistant weeds. The designations below are from WSSA. Herbicide resistance
groups are rotated every 2 to 3 seasons to limit the buildup of herbicide resistant weeds along the
roadsides.
Possible herbicide choices:
Pre-emergent Herbicides
Esplanade, Oust XP, and Resolute 65 WDG are pre-emergent herbicides that are used only
on flood control access roads to prevent weed emergence. They each belong to a different
resistance management group and are used in rotation to prevent creating herbicide-
resistant weeds. The Department uses pre-emergent herbicides to reduce the amount of
post-emergent herbicides that are needed. In some areas, it is very difficult to mow either by
hand or by machine, and grazing would be too costly. Those areas are treated with herbicide.
Indaziflam (Esplanade®): This pre-emergent herbicide controls a broad spectrum of weeds if
applied before germination. It does not generally control weeds after they have emerged. For
maximum weed control, the herbicide needs to reach the soil surface and be activated by rainfall or
adequate soil moisture. It is applied in the fall to control winter germinating weeds and in the spring
to control spring germinating weeds.
Signal Word: CAUTION
Rate: 3 to 5 oz/acre
Timing: Before weeds sprout in either fall or spring near the time rain is expected.
Cost to apply (includes material cost): $125/acre
Herbicide Resistance Management Group: 29
Sulfometuron methyl (Oust XP®): This pre-emergent and early post-emergent herbicide controls
many annual and perennial grasses and broadleaf weeds. The Department uses it to control
grasses on flood control access roads.
Signal Word: CAUTION
Rate: 3.6 to 4.8 oz/acre
Timing: Before or just after weeds germinate in the fall or spring.
Cost to apply: Need current figures
Herbicide Resistance Management Group: 2
Prodiamine (Resolute® 65 WDG): This pre-emergent herbicide controls grass and broadleaf
weeds by preventing the growth and development of newly germinated weed seeds. Weed control is
most effective when the product is activated by at least ½” of rainfall or irrigation, or shallow (1” to
2”) incorporation before weed seeds germinate and within 14 days following application.
Signal Word: CAUTION
Rate: 1 to 2 lbs/acre
Timing: Before fall weeds or spring weeds germinate, and close to the time rain is expected.
Cost to apply (includes material cost): $97/acre
Herbicide Resistance Management Group: 3
Post emergent (contact) herbicides
Glyphosate, which is not a selective herbicide, is used at a regular rate in areas where it is
not necessary to maintain a cover of grasses. Glyphosate, at a much reduced rate, is used to
March 20, 2018 CCC Board of Supevisors Minutes 272
chemically “mow”, or stunt, vegetation on creek banks where feasible.
Garlon 3A and Renovate3 are specific for broadleaf weeds and are used where the
Department wants to keep a grassy cover on the creek slopes. Renovate is used to control
cattail growth in areas not subject to the injunctions. Either might be used as a cut stump
treatment.
Clearcast is used for spot treating cattails in flood control channels.
Glyphosate (Roundup® Pro Concentrate & Roundup Custom®): Glyphosate is a systemic
herbicide (is absorbed into the plant and circulates to kill the entire plant) that will kill almost any
type of vegetation—grass, broadleaf, vines, brush, etc. Roundup is used on creek slopes for many
different weeds. Roundup Custom is used at a much reduced rate for chemical ”mowing” on creek
slopes to stunt vegetation but not kill it. Roundup Custom is registered for use in water so the
Department uses that formulation if applications are going to be very near water.
Signal Word: CAUTION
Rate for spot spraying on access roads using a boom mounted on a truck: 2 pts in 20 gal of
water/acre
Rate for spot spraying by pulling hose with a handgun attached: 6 pts in 100 gal of water/acre
This method is used mostly where a crew must walk rather than drive.
Rate for chemical mowing: 1/5 pt in 10 gal of water/acre
Timing: Varies depending on the location, the weather, the weed growth, the work load
Costs to apply (includes material cost):
• $135/acre for Roundup application from a boom mounted on a truck
• $673/acre for Roundup application from a hose with a handgun
• Need current cost/acre for Roundup Custom used for chemical mowing
Herbicide Resistance Management Group: 9
**Enjoined for red legged frog
Triclopyr TEA (Garlon® 3A and Renovate® 3): Triclopyr controls woody plants and broadleaf
weeds, but not grasses. Renovate is registered for use within or adjacent to aquatic sites.
Signal Word: DANGER (for eye damage to mixer/loader and applicator)
Garlon 3A or Renovate on access roads using a boom mounted on a truck: 2 pts in 20 gal of
water/acre
Rate for use of Garlon 3A or Renovate pulling hose with a handgun attached: 4 pts in 100 gal
of water/acre
Rate for cut stump treatment: Undiluted material
Timing: Varies depending on the location, the weather, the weed growth, the work load
Cost to apply (includes material cost):
• $146/acre for Garlon 3A application from a boom mounted on a truck
• $714/acre for Garlon 3A application from a hose with a handgun
• Need current cost/acre for Renovate application from a boom mounted on a truck
• Need current cost/acre for Renovate application from a hose with a handgun
Herbicide Resistance Management Group: 4
**Enjoined for red legged frog
Imazamox (Clearcast®): Imazamox is a post-emergent, slow acting, systemic herbicide for use in
and around aquatic and non-cropland sites. Currently, it is only used for treating cattails with a
hose and handgun.
Signal Word: CAUTION
Rate for spot spraying cattails with a hose and handgun:
Timing:
Cost to apply (includes material cost):
Herbicide Resistance Group: 2
Herbicides with both Pre- and Post-Emergent Activity
Chlorsulfuron (Telar® XP): Telar XP is both a pre-emergent and post-emergent herbicide for the
March 20, 2018 CCC Board of Supevisors Minutes 273
control of many invasive and noxious broadleaf weeds. Warm, moist conditions following application
enhance the effectiveness of Telar XP since moisture carries the herbicide into weed roots and
prevents them from developing. Weeds hardened off by drought stress are less susceptible to this
herbicide. This herbicide is used by the Department mainly for control of perennial
pepperweed.
Signal Word: CAUTION
Rate: 1.6 oz./acre
Timing: Before fall weeds or spring weeds germinate and close to the time rain is expected.
Cost to apply (includes material cost): $113/acre
Herbicide Resistance Management Group: 2
Imazapyr (Habitat®): Habitat is registered for the control of undesirable vegetation in and around
standing or flowing water, and can be used for wetland, riparian, and terrestrial vegetation growing
in or around surface water when treatment might inadvertently result in application to surface water.
Habitat has both pre- and post-emergent activity and is a systemic herbicide (is absorbed into the
plant and circulates to kill the entire plant) that controls grass and broadleaf weeds, brush, vines,
etc. It will not control vegetation submerged in water.
Habitat is used only as a spot treatment for Arundo, pampas grass, ivy growing on fences
and in creeks, and as a cut stump treatment for feral trees (the tree is cut down and the
herbicide is immediately applied to the cut stump).
Signal Word: CAUTION
Rate: 8 oz./3 gal of water in a backpack for spot treatments and for cut stumps
Timing: Timing: Varies depending on the location, the weather, the weed growth, the work load
Cost to apply (includes material cost): Need current cost/acre
Herbicide Resistance Management Group: 2
**Enjoined for red legged frog
CONCLUSIONS: All of the above herbicides are used where most suitable and are rotated
among the different resistance management groups in order to prevent creating herbicide-
resistant weeds.
Which herbicide
application methods
are available for this
chemical?
Methods available:
Current equipment allows for 4 methods of application: a boom attached to a truck, a handgun
attached to a hose connected to a truck-mounted tank, spot treatment with a backpack, and spot
treatment with a squirt bottle.
The truck with a boom is used wherever possible since it is most efficient. A handgun attached to a
hose is used where access is difficult for a truck, the backpack sprayer is used for small spot
treatments, and the squirt bottle is used for cut stump treatments.
CONCLUSIONS: The terrain, the proximity to the water, the kind of weed, and the goal of the
treatment dictate the application method.
What weather
concerns must be
checked prior to
application?
The Vegetation Manager takes into consideration the pesticide label and all site specific factors.
Each day, the Vegetation Manager checks the weather when he/she arrives at work at 6:00 AM.
Rain can prevent application of some herbicides because of the danger of runoff. For most pre-
emergent herbicides, rain is needed after application for the herbicide to be effective. The
Vegetation Manager must also consider wind speed (generally it should be <7 mph) to avoid
herbicide drift. Crews carry wind meters in their trucks. Excessive heat or cold makes plants shut
down, and herbicide applications then would be ineffective. The Vegetation Manager uses these
factors to write Pest Control recommendations for the crew to follow when spraying takes place.
Cost Comparisons
for various
management
See Table 1, below.
March 20, 2018 CCC Board of Supevisors Minutes 274
methods
Changes in
management
methods since the
previous iteration of
this document
Since FY 12-13, changes are as follows:
• Increased acres mowed on flood control channels by 8%
• Reduced acres treated with chemicals on flood control channels by 59%
• Increased acres grazed by goats by 74%
• Increased acres of aquatic chemical treatments by 11%
• Increased acres of access road shoulder and fenceline treatments by 33%
Recommendations
from the IPM
Advisory Committee
• Continue to review all vegetation management methods available for flood control channels
and access roads considering efficacy, cost, impacts to the environment, and to the human
community.
• Encourage investigation into, and experimentation with, new methods.
• Review this document every 3 years.
Table 1. Methods, Acres Treated, and Cost* for Vegetation Management along Contra Costa
Roadsides and Flood Control Channels, Averaged over Two Years (2014-2016)§
Vegetation Management Method
Acres
Treated
% of
Total
Acres
Treated
Total
Cost for
all acres
treated
Cost/
Acre
% of Total
Cost for
all acres
treated
%
Change
in Total
Acres
Treated
from FY
12-13
Chemical Treatment - Roads 1157 55% $180,145 $156 22% -36%
Right of Way Mowing (mainly flood control channels) 280 13% $278,133 $993 34% +8%
Chemical Treatment – Flood Control Access Roads 152 7% $46,728 $307 6% +33%
Chemical Treatment – Flood Control Banks 70 3% $28,657 $409 4% -59%
Grazing (flood control facilities) 375 18% $191,301 $510 24% +74%
Chemical Treatment - Aquatic Applications 66 3% $46,125 $699 6% +11%
Mulching (flood control fence-lines and access road
shoulders) 10 0.5% $36,923 $3692 4%
+43%
Totals 2110 $808,012 -20%
*Table lists the most accurate costs available.
§Table is updated each year in the IPM Annual Report. See cchealth.org/ipm.
March 20, 2018 CCC Board of Supevisors Minutes 275
March 20, 2018 CCC Board of Supevisors Minutes 276
Attachment B.
• Report from the IPM Outreach Subcommittee to the Contra Costa County IPM Advisory
Committee
• Pests and Rental Housing in California: Know your rights and responsibilities!
• Script for Pest Management Awareness for In-home Visitors PowerPoint Presentation
March 20, 2018 CCC Board of Supevisors Minutes 277
March 20, 2018 CCC Board of Supevisors Minutes 278
Report from the IPM Outreach Subcommittee
to the Contra Costa County IPM Advisory Committee
Prepared by Tanya Drlik, IPM Coordinator, November, 2017
Jim Cartan
Members
Susan Heckly
Michael Kent – Chair
Andrew Sutherland
To date, the IPM Outreach subcommittee has met five times in 2017: February 14, April 25, May 30, July 6,
August 17, and October 11.
At their first meeting, after electing Michael Kent as chair, the subcommittee decided to work with the County’s
most vulnerable populations through outreach to in-home visitors with the goals of
• Informing County staff of the public health risks of having pests in the home.
• Helping staff to recognize pest problems in their clients’ homes.
• Making staff aware of the resources available for their clients.
The subcommittee invited various County programs to a meeting to explain the subcommittee’s ideas about the
outreach program and to obtain feedback from the program representatives. The following programs either
attended the meeting or were contacted by the Chair:
• Senior Nutrition Program (Meals on Wheels)
• Adult Protective Services
• WIC
• In Home Support Services
• Head Start
• Behavioral Health in-home nurses
• Public Health nurses
The response from program representatives was positive, and the subcommittee began work on a PowerPoint
presentation with the aim of giving presentations to County staff starting in fall 2017.
The subcommittee gathered pest management resources and created a fact sheet to clarify tenant and landlord
responsibilities regarding pest management. (See attached.)
The subcommittee reviewed and revised the presentation and gave a sample presentation to the entire IPM
Advisory Committee at its September 2017 meeting to gain additional feedback. The subcommittee has
encouraged all members of the Outreach subcommittee to consider giving the presentation to one of the target
organizations.
The final script for the presentation is attached.
The Chair and the IPM Coordinator will devise a schedule of presentations for the fall and winter.
March 20, 2018 CCC Board of Supevisors Minutes 279
Pests and Rental Housing in California
Know your rights and responsibilities!
Pests such as rodents, cockroaches, bed bugs, and ants can cause serious problems in your home and may threaten
your health and well-being. Make sure you know your rights and responsibilities as a tenant of rental housing in
California. Remember that you must work together with your landlord to solve problems and improve conditions
in your community.
• You have a right to safe and healthy housing. Your landlord must make sure your unit is fit to live in
(‘habitable’) when you move in (CA Civil Code Section 1941). They must also repair any problems that
make your unit unfit to live in while you are there (CA Civil Code Section 1941). This includes pest and
mold (CA Senate Bill 655) problems! Landlords must also fix problems that are contributing to pest
problems (CA Senate Bill 1167), such as water leaks, gaps around doors and windows that provide pest
access, and holes and crevices that provide places for pests to hide.
• You must notify your landlord when you have pest problems. Your landlord needs to know when you
have issues with pests. Let them know as soon as possible when you observe rodents, cockroaches, or
other pests in your unit. For bed bugs, this notification is your legal responsibility, especially if your
building includes five or more units (CA Assembly Bill 551).
• You are responsible for pest prevention in your unit. You must take reasonable care of your unit (CA
Civil Code Sections 1941 and 1942. This means that you must keep things clean and tidy in your home.
Proper sanitation will prevent pests like cockroaches and ants from becoming problems.
• You have a right to know about pest management in your unit. Your landlord must inform you in
advance when they plan to enter your unit for pest management (CA Civil Code Section 1954). They
must also inform you of pesticide applications that will take place in your unit (CA Civil Code Section
1940). These notices should be written, providing at least 24 hours’ notice. If mailed to your home, these
notices may require up to six days’ notice.
• You have the right to seek help if your landlord will not manage pests in your home.
o Contact Code Enforcement in the jurisdiction of your residence.
Help for tenants regarding legal aspects can be found by going to:
o Contra Costa Bar Association (http://www.cccba.org/)
o www.lawhelpcalifornia.org
o Tenants Together (http://www.tenantstogether.org/) or other tenants’ rights organizations
o Echo Housing provides help to some residents of CCC
(http://www.echofairhousing.org/tenantlandlord-services.html)
(Note for subcomm: add an East CCC resource)
To learn more about your rights as a tenant in California, please review the Department of Consumer Affairs
guide California Tenants: http://www.dca.ca.gov/publications/landlordbook/catenant.pdf
March 20, 2018 CCC Board of Supevisors Minutes 280
Script for Pest Management Awareness for In-home Visitors PowerPoint Presentation
Slide 1
Hi, I’m _________ from the County’s Integrated Pest Management Committee. The County is dedicated to using
a least hazardous approach to managing pests. I’m here because we think home visitors can learn about this
approach to help your clients.
Ideas for props: Climbups, snap traps-Victor and T-Rex, cockroach bait stations, roach motels, mattress
encasement, food storage container-plastic and glass
Slide 2: What we’ll cover today
READ text on slide out loud:
What we’ll cover today:
• Common pest problems and some solutions
• Opportunities for you to help your clients
• Resources for helping your clients)
You can decide how you want to use the resources and what you are comfortable with in helping your clients.
Slide 3: Why care about pests in the home?
So, why should we care about pests in the home?
Pests can damage our health, our buildings, and our food. Insects, rodents, molds, and microbes can all be
considered pests.
Slide 4: Asthma triggers
Asthma is the health problem most commonly impacted by the home environment.
When we think about asthma triggers we usually think of pet dander, pollen, cigarette smoke and mold, but did
you know that pests can be asthma triggers too?
Slide 5: Asthma triggers from pests
Dust mite skins, feces, and secretions are the most common allergenic component in house dust. Cockroach
droppings and scales, as well as mouse urine, have been shown to contain potent allergens. If we can reduce these
asthma triggers, we can have healthier living spaces.
Slide 6: Pests create other hazards in the home
Pests create other hazards in the home.
Rodents can carry Salmonella in their gut, and when they contaminate food in the home, there is a risk of food
poisoning.
There are mites that ride around on rats and are capable of biting people, especially if the rat makes a nest in the
home and then abandons it.
Rats can and do bite people, and of course bed bugs bite people.
A serious problem with rodents is that they often gnaw on electrical wires and cause fires or electrical shorts.
Slide 7: Other problems with pests
There are still other problems with pests in the home.
Rodents eat our food but they contaminate much more food than they eat.
Rodents do a lot of gnawing which damages personal belongings and structures.
This is a couch we found in a Richmond motel where mice had chewed holes under the cushions to make a home.
March 20, 2018 CCC Board of Supevisors Minutes 281
This is a picture of a hole that rats gnawed in the wall to get from their nest in the wall out into the home to get
food.
Slide 8: Other problems with pests
You may have had grain moths or beetles in your kitchen and had to throw away the food.
And maybe you’ve had carpet beetles or clothes moths ruin belongings.
Slide 9: Bed bugs can cause:
There has been a resurgence of bed bugs throughout the U.S. You will be encountering them more and more
often.
Having bed bugs can make it very hard for people to sleep.
Bed bugs can make people really anxious and may cause depression and other psychological problems.
We have seen people spraying pesticides on their baby’s crib mattress and on their children’s clothes.
We’ve seen people setting off numerous bug bombs at once in their homes. These pesticides don’t help and are
hazardous to everyone’s health.
Slide 10: What happens when there is a lack of pest control services?
What we have seen is that poor or nonexistent pest control services can drive residents to take matters into their
own hands by applying store-bought pesticides.
Many people think that since a little pesticide is good, a lot must be better! This can be hazardous to peoples’
health.
Slide 11: What can you do to help?
Perhaps the best way for you to detect pest problems is to listen to your clients.
Sometimes your clients may not be aware that they have pest problems.
You can share resources and information about pests and pest management from CC County and the Univ. of CA.
Your clients will learn that you have information and connections and will share pest info with you.
In this way you can help create a healthier environment for them.
Slide 12: Signs of rats & mice
Pests often leave distinctive evidence that says they’ve been around.
You may see some of these signs and be able to help your client even though they don’t know they need help.
Here you can see mice and rat droppings compared to rice grains.
Slide 13: Signs of bed bugs
With bed bugs, you might see blood stains, live bugs, or fecal spots.
If you see bites, it could warrant further investigation.
But understand that no one can tell what caused a bite.
It is not
possible to tell a mosquito or flea bite from a bed bug bite, no matter what a doctor might tell you.
Slide 14: Signs of cockroaches
With cockroaches, you might see live bugs or their droppings in places they hang out, like in cupboards or under
the sink.
Slide 15: Pest Prevention
Preventing pests is the most effective way to control them. It’s more work, but prevention is a long-lasting
solution.
March 20, 2018 CCC Board of Supevisors Minutes 282
Prevention has many benefits.
READ text on slide out loud.
Slide 16: Prevention—Understand what all pests need
To prevent pests, we need to understand what they need. Pests need access to a dwelling to cause problems, and
their other needs are the same as for humans: food, water, & shelter.
Pests get in through holes and cracks, they come in on food from the grocery store, and we may bring them in on
our personal belongings.
Visitors can bring in pests, and pests can move from one apartment to another through the walls and under doors.
Once inside, pests need the same things we do: food, water and shelter.
If we can reduce the access or curtail the availability of food, water, or shelter, we can make a big difference.
Slide 17: Deny access to the structure
Pests can get in through small holes, gaps, or cracks. We can reduce pest access by filling holes, putting
doorsweeps at the bottom of doors, and putting screens on windows.
A door sweep is fastened to the bottom of a door to close the gap between the door and the floor.
Inspect items you bring into the house for pests like cockroaches or bed bugs.
Slide 18: Store food properly
Food should be stored properly: in the refrigerator, in plastic containers with tight-fitting lids, in glass jars.
Slide 19: Keep things clean
It’s important to keep things clean. Spilled food or drinks and crumbs provide plenty of food for pests.
Slide 20: Wash sheets at least every 2 weeks
Sheets should be washed at least every 2 weeks and dried on “high”.
READ bullet text on slide.
Slide 21: Remove food garbage
If cockroaches or ants are the problem, seal up food garbage overnight.
Night time is when cockroaches come out to feed, and night is when ants can discover leftover food when you’re
not around to clean up.
Be sure to remove garbage frequently and put in the outside trash can.
Slide 22: Remove food garbage
Mice and rats can chew through a garbage bag, so if they are the problem, remove food garbage every day before
you go to bed.
Don’t leave garbage outside of your trash cans, and make sure to close the lid.
You don’t want to be feeding rodents at your garbage cans.
Slide 23: Water
Excess water in the home increases the humidity. This is an ideal environment for cockroaches, dust mites, and
mold. Wet, decaying wood is very attractive to termites.
• Fix leaking pipes
• Open the window or turn on the fan when showering.
If the fan isn’t working, it should be fixed.
Slide 24: Shelter
READ text on slide.
March 20, 2018 CCC Board of Supevisors Minutes 283
Then:
It also collects mouse urine & dust.
Slide 25: A team approach is necessary to solve pest problems.
A team is necessary to solve pest problems.
Pests like rodents, bed bugs, and cockroaches can make their way through the walls of an apartment building, so
controlling them requires cooperation among tenants, landlords and pest management professionals.
Slide 26: Cooperative Roles in Pest Management
Everybody has a role in pest management.
These are the tenant’s responsibilities.
READ bullet text on slide.
Slide 27: Cooperative Roles--Landlords
Landlords have responsibilities too. Some of them are written into law.
READ bullet text on slide.
Slide 28: Cooperative Roles—Landlords, cont.
(READ text on slide.)
Slide 29: Cooperative Roles—Pest Mgmt Professionals
READ 1st bullet.
Conducive conditions are things like holes around pipes, excessive moisture, or poor sanitation that encourage
pests to take up residence.
READ remaining text on slide.
Slide 30: Benefits of Using Pest Management Professionals
And there are benefits to using professional.
READ bullet text on slide.
We recommend using professionals, but we do have tips for your clients that can help them if they own their
home or if their landlord won’t do anything to help them.
Slide 31: Special Tips for Bed Bugs
A clothes dryer will kill all stages of bed bugs: items that are dry should be tumbled for 15 minutes on high; wet
items should be dried first and then tumbled an extra 15 minutes on high to make sure bugs are dead.
The Climpup Interceptor is a plastic dish that is rough on the outside, but very smooth and slippery on the inside.
Bed bugs wander in to Climbup Interceptors -- there is no attractant or pesticide needed. Once they are in, they
can’t climb out.
You can place 3 or 4 in each room and check them after about 2 weeks to see if the apartment has bed bugs.
You can place them under the legs of a bed that has been thoroughly cleaned to protect the bed.
Climbup Interceptors are available from Amazon or can be ordered from Home Depot.
(Show audience examples of Climbups.)
Slide 32: Special Tips for Cockroaches
READ text on slide.
Slide 33: Special Tips for Rodents
READ text on slide.
Slide 34: Special Tips for Ants
March 20, 2018 CCC Board of Supevisors Minutes 284
READ text on slide.
So, are you noticing a pattern here? Don’t leave food out, clean up, and take out the garbage!
Slide 35: Questions?
I’m going to pass out our resource sheet.
I’m happy to answer any questions, and you’re welcome to come up and look at the products.
March 20, 2018 CCC Board of Supevisors Minutes 285
March 20, 2018 CCC Board of Supevisors Minutes 286
Attachment C.
• Pesticide Use Reporting
(See separate PDF for Contra Costa Operations Pesticide Use Data Spreadsheet)
March 20, 2018 CCC Board of Supevisors Minutes 287
March 20, 2018 CCC Board of Supevisors Minutes 288
Pesticide Use Reporting
(See separate PDF for Contra Costa County Operations Pesticide Use Data Spreadsheet)
History of Pesticide Use Reporting
Since the 1950s, the State of California has required at least some kind of pesticide use reporting, but in 1990, the
comprehensive reporting program we have now went into effect.
California was the first state in the nation to require full reporting of all agricultural and governmental agency
pesticide use. The current reporting system exempts home use pesticides and sanitizers, such as bleach, from
reporting requirements. (Sanitizers are considered pesticides.)
What does “pesticide” mean?
The California Department of Pesticide Regulation (DPR) defines pesticide as “any substance or mixture of
substances intended for preventing, destroying, repelling or mitigating insects, rodents, nematodes, fungi, weeds,
or other pests. In California plant growth regulators, defoliants, and desiccants, as well as adjuvants, are also
regulated as pesticides.”
“Adjuvants” increase pesticide efficacy and include emulsifiers, spreaders, foam suppressants, wetting agents, and
other efficacy enhancers. In FY 16-17, Contra Costa County operations used a total of 4,709 lbs. of pesticide
active ingredients, which included 2,322 lbs. of spray adjuvant active ingredients that were used to prevent
foaming, to reduce pesticide drift, and change the pH of local water used in spraying.
How Pesticide Use is Reported to the State
Pesticide use data is reported monthly to the County Agriculture Commissioner. The data is checked and sent on
to DPR, which maintains a database of pesticide use for the entire state. Although pesticide use is reported to DPR
as pounds, ounces, or gallons of pesticide product, DPR reports pesticide use in its database as pounds of active
ingredient.
DPR defines active ingredient as “[a]n agent in a product primarily responsible for the intended pesticidal effects
and which is shown as an active ingredient on a pesticide label.” (Since adjuvants are regulated as pesticides in
California, the active ingredients of adjuvants are also included in DPR’s database.)
How Pesticide Use is Reported by Contra Costa County Operations
The attached spreadsheet records pesticide use data only for County operations
Since DPR reports California pesticide use in pounds of active ingredient, Contra Costa County does the same.
The County uses the same formula for converting gallons of pesticide product into pounds of active ingredient
that the state uses:
and not for any other agency,
entity, company, or individual in the County.
Pounds of Active Ingredient =
gallons of product used X 8.33 lbs/gallon of water X the specific gravity of the product X the % of active ingredient in the product
March 20, 2018 CCC Board of Supevisors Minutes 289
Name of EPA or Calif.Amt Used Specific %Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.
Product Applied Registration #FY 00-01 Gravity A. I.Used FY 00-01 FY 12-13 Used 12-13 FY 13-14 Used 13-14 FY 14-15 Used 14-15 FY 15-16 Used 15-16 FY 16-17 Used 16-17
Liquid Materials (gallons)(gallons)(gallons)(gallons)(gallons)(gallons)
Adjuvant Activator 90 36208-50014 613.88 1.040 90.000 4786.31
Adjuvant Agri-Dex 5905-50094-AA 0.879 99.000 84.75 614.34 49.5 358.82
Glyphosate,
isopropylamine salt AquaMaster 524-343 0.00 1.205 53.800 55.75 301.06 47.25 255.16 26.38 142.46
Chemtrol 36208-50015 14.00 0.995 1.000 1.16 8.50 0.70
Penoxulam Cleantraxx 62719-702-AA 1.177 0.850 1.5 0.13
Oxyfluorfen 1.177 40.310 1.5 5.93
Sodium salt of Imazxamox Clearcast 241-437-AA-67690 1.049 12.100 5.00 5.29 3.50 3.70 3.31 3.50
Copper ethanolamine
complexes, mixed Cutrine Plus 8959-10-AA 65.00 1.206 9.000 58.78 7.50 6.78 5.00 4.52
Dithiopyr Dimension 2EW 62719-542-AA 1.001 24.000 0.31 0.62
Indaziflam Esplanade 200 SC 432-1516-AA 1.050 19.050 2.50 4.17 25.00 41.66 25.14 41.89 28.44 47.39 24.96 41.59
Prodiamine Evade 4FL 34704-915-AA 1.184 40.500 21.25 84.88
Adjuvant Foam Fighter F 36208-50015 1.25 0.995 5.000 0.52
Dimethyl silicone fluid
emulsion Foam Fighter F
36208-50003, 72-
50005-AA 0.00 1.000 10.000 0.88 0.73 0.63 0.52
Triclopyr triethylamine salt Garlon 3A 62719-37-ZA 64.00 1.135 44.400 268.66 240.13 1008.02 119.69 502.44 166.75 699.99 153.13 642.81 186.38 782.39
Triclopyr BEE Garlon 4 62719-40 51.25 1.060 61.600 278.76 2.00 10.88 3.50 19.04
Oxyfluorfen Goal 707-174 2.00 0.990 19.400 3.20 0.00
Oxyfluorfen Goal Tender 62719-447-ZA 0.00 1.170 41.000 0.50 2.00 13.38 53.47
Imazapyr, isopropylamine
salt Habitat 241-426-AA 0.00 1.068 28.700 2.25 5.75 0.88 2.25 2.19 5.59 3.55 9.07 0.39 1.00
Heavy-range paraffin
based petroleum
oil+nonionic emulsifiers Helena Agri-Dex 5905-50017-AA 0.879 99.000 2.00 14.50
Aminopyralid, tri
isopropanolamine salt Milestone 62719-519-AA 1.140 40.600 4.75 18.31 14.06 54.21
Aminopyralid, tri
isopropanolamine salt Milestone VM 62719-537-AA 0.00 1.140 40.600 31.15 120.12 14.88 57.36 13.09 50.48 8.72 33.63
Adjuvant
M.O.C. Methylated Oil
Concentrate 5905-50095-AA 0.891 100.000 2.75 20.41 2.38 17.66
Adjuvant MSO Conc w/Leci-Tech 34704-50053-AA 0.900 100.000 0.38 2.85
Adjuvant No Foam A
11656-50086-ZA &
AA 0.00 1.050 90.000 291.00 2290.71 230.85 1817.22 209.00 1645.22 121.75 958.40
Adjuvant No Foam A 1050775-50015-AA 1.060 90.000 0.5 3.97 131.88 1048.03
Pendimethalin Pendulum Aquacap 241-416-AA 0.00 1.175 38.700 5.00 18.94
Imazapyr, isopropylamine
salt Polaris 228-534-AA 1.057 27.700 11.00 26.83 12.02 29.32 0.33 0.80
Triclopyr TEA Renovate 3 62719-37-67690 0.00 1.140 44.400 34.50 145.49 87.00 366.88 35.13 148.15 27.63 116.52 27.5 115.97
Glyphosate,Rodeo 524-343 221.00 1.205 53.800 1193.46
Glyphosate,
isopropylamine salt Roundup Custom 524-343-ZC & ZG 1.206 53.800 29.94 161.82 49.19 265.86 42.5 229.70
Roundup Pro 524-475-ZA & ZB 510.75 1.170 41.000 2041.43 12.00 47.96 36.63 146.41
PESTICIDES OF CONCERN ARE SHADED (Pesticide Action Network defined "Bad Actors")
Contra Costa County Public Works
March 20, 2018 CCC Board of Supevisors Minutes 290
Name of EPA or Calif.Amt Used Specific %Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.
Product Applied Registration #FY 00-01 Gravity A. I.Used FY 00-01 FY 12-13 Used 12-13 FY 13-14 Used 13-14 FY 14-15 Used 14-15 FY 15-16 Used 15-16 FY 16-17 Used 16-17
Liquid Materials (gallons)(gallons)(gallons)(gallons)(gallons)(gallons)
Glyphosate,
isopropylamine salt Roundup Pro Conc.524-529 0.00 1.199 50.200 298.50 1496.00 273.16 1369.00 240.75 1206.57 238.63 1195.95 280.13 1403.93
Glyphosate,
isopropylamine salt
Roundup Tough Weed
Formula 239-2636 1.070 18.000 61.13 98.07
Maleic hydrazide Royal Slo Gro 400-94-AA 1.135 21.700 20.00 41.03
Imazapyr, isopropylamine salt Stalker 241-398 5.63 1.050 27.600 13.58
Adjuvant Silicone Super Wetter 17545-50029-AA 0.994 100.000 0.19 1.57
Adjuvant Silwet L-77 36208-50025 1.70 1.007 100.000 14.26 1.88 15.77
Adjuvant Smoke 5905-50104-AA 1.160 56.400 3.25 17.71
Oryzalin Surflan A.S.62719-113 14.25 1.188 40.400 56.97
Oryzalin Surflan A.S.70506-44 0.00 1.236 40.400 12.00 49.92
Adjuvant/Surfactant Surphtac 68891-50001-AA 39.63 1.118 53.400 197.06
Adjuvant/Surfactant Surphtac 11656-50093 0.00 1.180 53.400 33.13 173.90 29.00 152.22 20.81 109.23 11.56 60.68
Adjuvant/Surfactant Surphtac 34704-50086 1.096 33.000 9.56 28.80 23.19 69.87
Clopyralid Transline 62719-259 22.50 1.161 40.900 89.00
Adjuvant Unfoamer 34704-50062-AA 1.000 12.500 0.5 0.52 0.13 0.14
Vanquish 55947-46 230.00 1.250 56.800 1360.29
Dicamba, diglycolamine salt Vanquish 228-397 0.00 1.250 56.800 56.38 333.45 0.75 4.44 24.56 145.26 7.5 44.36
Weedar 64 71368-1-264 526.75 1.160 38.900 1979.96
Dry Materials For dry materials: Am (pounds)(pounds)(pounds)(pounds)(pounds)
Dithiopyr Dimension Ultra 40 WP 62719-445 0.00 N/A 40.000 3.75 1.50
Direx 80DF 352-508-1812 2875.00 N/A 80.000 2300.00
Endurance 55947-43 1513.00 N/A 65.000 983.45
Isoxaben Gallery 75DF 62719-145 54.00 N/A 75.000 40.50 21.00 15.75 15.00 11.25 48.50 36.38
Gallery SC 62719-658 AA N/A 45.450 13.00 5.91 452.50 205.66 60.00 27.27
Sulfumeturon methyl Oust 352-401 27.38 N/A 75.000 20.53
Oust XP 352-601 N/A 75.000 19.00 14.25 12.74 9.56
Predict 55947-78 495.00 N/A 78.600 389.07
Prodiamine ProClipse 65 WDG 228-434 N/A 65.000 690.00 448.50 48.00 31.20 383.00 248.95
Prodiamine Resolute 65WG 100-834-ZE N/A 65.000 148.00 96.20 95.00 61.75
Ronstar 50WSP 264-538 120.00 N/A 50.000 60.00
Simtrol 90DF 35915-12-60063 430.00 N/A 90.000 387.00
Tebuthiuron Spike 80DF 62719-107 60.00 N/A 80.000 48.00 24.00 19.20
Chlorsulfuron Telar DF 352-522-ZA N/A 75.000 1.00 0.75
Chlorsulfuron Telar XP 352-654-AA N/A 75.000 8.00 6.00 9.01 6.76 16.00 12.00 0.63 0.47
Chlorsulfuron Telar 352-404 25.38 N/A 75.000 19.031
TOTAL:16590.97 6565.25 4688.34 4780.08 4607.39 4320.83
"Bad Actors" w/May 2013 changes 5764.53 1340.19 1032.82 1020.03 779.00 898.36
Contra Costa County Public Works (continued)
March 20, 2018 CCC Board of Supevisors Minutes 291
Contra Costa County Public Works, Special Districts
Name of EPA or Calif.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.
Product Applied Reg #
FY 07-08 &
before
Specific
Gravity
%
A.I.Used FY 07-08 &
before FY 13-14 Used 13-14 FY 14-15 Used 14-15 FY 15-16 Used 15-16 FY 16-17 Used 16-17
Dry Materials (pounds)mt. used x % AI (pounds)(pounds)(pounds)(pounds)
Diphacinone
Diphacinone Treated
Grain Rodent Bait 10965-50001-ZA no data N/A 0.005 no data 45.00 0.00225 29.00 0.00145 1.00 0.00005 10.00 0.00050
Diphacinone Eaton's Answer 56-57 no data N/A 0.005 no data 39.00 0.00195 16.00 0.00080 17.00 0.00085 5.00 0.00025
Diphacinone Eaton's Bait Blocks 56-42 no data N/A 0.005 no data 4.00 0.00020 8.50 0.00043 9.50 0.00048 3.00 0.00015
Diphacinone
Gopher Getter Type 2
AG Bait 36029-23 no data N/A 0.005 no data
Diphacinone
Gopher Getter Type 2
AG Bait 36029-24 no data N/A 0.005 no data
Diphacinone
P.C.Q. Pelleted Rodent
Bait 12455-50003-AA no data N/A 0.010 no data
Aluminum phosphide Weevil-cide 70506-13 no data N/A 60.000 no data 2.65 1.59000
TOTAL 1.594400 0.00268 0.00138 0.00090
T OTAL Oz.0.04 oz 0.02 0.01
"Bad Actors" w/May 2013 changes 1.59 0.00 0.00 0.00
March 20, 2018 CCC Board of Supevisors Minutes 292
Name of EPA or Calif.Amt Used Specific %Total Lbs A.I Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.
Product Applied Registration #FY 00-01 Gravity A. I.Used FY 00-01 FY 12-13 Used 12-13 FY 13-14 Used 13-14 FY 14-15 Used 14-15 FY 15-16 Used 15-16 FY 16-17 Used 16-17
Liquid Materials (gallons)(gallons)(gallons)(gallons)(gallons)(gallons)
glyphosate Aquamaster 524-343 1.205 53.80 0.98 5.29 3.12 16.85
Dicamba & 2.4 D Banvel 55947-1 14.91 1.211 48.20 72.51
2,4-D 34704-5 5.50 1.163 46.50 24.78
Bivert 2935-50157-AA 0.93 0.790 100.00 6.12
Carbaryl ("7")54705-4 7.95 1.100 41.20 30.01
dicamba, diglycolamine salt Clarity 7969-137 0.00 1.250 58.10 38.12 230.61 25.20 152.45 14.76 89.29 2.55 15.43 1.38 8.35
Triclopyr, butoxyethyl ester Garlon 4 Ultra 62719-527 1.110 60.45 8.85 49.47 8.44 47.17
Triclopyr, butoxyethyl ester Garlon 4 464-554 2.50 1.082 61.60 13.88
imazapyr isopropylamine salt Habitat 241-426 0.00 1.068 28.70 0.00 0.36 0.92 0.09 0.23
surfactant Hasten 2935-50160 0.900 100.00
Drift retardant--oils In Place 2935-50169 0.880 100.00 8.11 59.45 6.25 45.82 0.41 2.98
Aminopyralid,
triisopropanolammonium salt Milestone 62719-519 0.00 1.140 40.60 5.58 21.52 6.27 24.18 3.13 12.07 0.98 3.78 0.62 2.39
surfactant Pro-Tron 71058-50008-AA 0.984 95.00 17.69 137.75 21.30 165.86 4.93 38.39 0.11 0.86 1.11 8.64
Adjuvant R-11 2935-50142-AA 51.00 1.020 90.00 389.99
Glyphosate, isopropylamine salt Rodeo 524-343 2.50 1.205 53.80 13.50
Glyphosate, isopropylamine salt Roundup Pro 524-475 69.14 1.170 41.00 276.35
Glyphosate, isopropylamine salt Roundup Pro Conc.524-529 1.199 50.20 12.74 63.88 17.12 85.84 1.69 8.47 1.09 5.47
imazapyr isopropylamine
salt Stalker 241-398 1.060 27.60 0.29 0.71 0.0004 0.001
Picloram potassium salt Tordon 22K 464-323 1.53 1.140 24.40 3.55
Clopyralid, monoethanolamine
salt Transline 62719-259 70.28 1.161 40.90 277.99 0.01 0.04
dicamba, diglycolamine salt Vanquish 55947-46 50.59 1.250 56.80 299.20
Dry Materials (pounds)(pounds)(pounds)(pounds)(pounds)(pounds)
Diphacinone Diphacinone .005%10965-50001-ZA 725.00 N/A 0.005 0.04 1835.00 0.09 1335.00 0.07 260 0.013 731.00 0.03655 236.00 0.0118
Diphacinone Diphacinone .01%10965-50003-ZA 15667.30 N/A 0.01 1.57 27487.50 2.75 13055.50 1.31 27109 2.71 11888.50 1.18885 11389.00 1.1389
Sodium nitrate, charcoal Gas Cartridge 56228-2 0.00 N/A 81.00 6.75 5.47
Imidacloprid Merit 75WSP 3125-439 13.58 N/A 75.00 10.19
Chlorsulfuron Telar 352-522 0.00 N/A 75.00 7.78 5.84 10.79 8.09 1.05 0.79
Picloram potassium salt Tordon 10K 464-320 8.56 N/A 11.60 0.99
Aluminum phosphide Weevil-cide 70506-13 0.00 N/A 60.00 0.50 0.30 0.66 0.396
TOTAL:1420.66 534.27 500.98 154.72 76.22 68.14
"Bad Actors" w/May 2013 changes 131.84 5.84 8.39 0.79 0.00 0.40
Gal. used x 8.33 lbs/gal H20 x sp. Grav. x %AI
Amt . Used x %A
Contra Costa County Department of Agriculture
March 20, 2018 CCC Board of Supevisors Minutes 293
Name of EPA or Calif.Amt Used Specific %Total Lbs A.I Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.Amt Used Total Lbs A.I.
Product Applied Registration #FY 00-01 Gravity A. I.Used FY 00-01 FY 12-13 Used 12-13 FY 13-14 Used 13-14 FY 14-15 Used 14-15 FY 15-16 Used 15-16 FY 16-17 Used 16-17
Liquid Materials (gallons)(gallons)(gallons)(gallons)(gallons)(gallons)
Clethodim Arrow 2EC 66222-60 0.970 26.40 0.06 0.13 0.03 0.06
Adjuvant
Crop Oil (Monterey
Herbicide Helper)54705-50001-AA 0.900 100.00 0.08 0.60
Fluazifop-P-butyl Fusilade II 100-1084 0.980 24.50 0.05 0.10
Goal 707-174 12.09 0.990 19.40 19.34
Adjuvant Magnify 17545-50018 1.220 51.50 0.09 0.47 0.01 0.05
Maintain A 400-396-AA 0.00 1.000 0.30
Adjuvant No Foam A (Monterey)54705-50004-AA 1.050 90.00 0.15 1.18 0.22 1.73 0.003 0.02 0.03 0.24
Adjuvant No Foam A 1050775-50015-AA 1.050 90.00 0.0155 0.12
NuFarm Polaris 228-534-AA 1.057 27.70 0.04 0.10 0.08 0.20
Glyphosate isopropylamine
salt RangerPro 524-517-ZB 1.169 41.00 14.62 58.37
Roundup Pro 524-445-ZB 44.78 1.020 41.00 156.00
Glyphosate isopropylamine salt Roundup Pro Conc.524-529 0.00 1.199 50.20 70.15 351.72 36.41 182.55 39.13 196.19
Glyphosate potassium salt Roundup Promax 524-579 1.356 48.70 52.72 290.01 56.51 310.86 55.28 304.09 16.13 88.73
Triclopyr 4EC 81927-11-AA 1.100 61.60 0.25 1.41 0.25 1.41
Triclopyr BEE Turflon 62719-258 0.36 1.060 61.60 1.96
Turflon Ester 17545-8-AA 1.08 60.45 0.003 0.02
Dry Materials (pounds)%AI (pounds)(pounds)(pounds)(pounds)(pounds)
Isoxaben Gallery 75 DF 62719-145-AA 129.44 N/A 75.00 97.08 11.00 8.25 3.00 2.25 18.38 13.79 80.00 60.00 11.78 8.84
Dithiopyr Dithiopyr 40 WSB 73220-13 N/A
0.125 lbs
ai/5 oz 108.75 oz.2.72
30 oz (6
bags)0.75
5 oz (1
bag)0.125
Flumioxazin Payload 59639-120-ZA N/A 51.00 9.31 4.75 3.06 1.56 1.92 0.98 3.33 1.70
Orthene 59639-88 0.69 N/A 75.00 0.52
Sulfometuron methyl Oust 352-401 5.13 N/A 75.00 3.85
Quali-Pro Dithiopyr 66222-213-AA N/A 40.00 0.63 0.25
Oxadiazon Ronstar WP 264-538 1297.25 N/A 50.00 648.63
Halosulfuron methyl Sedgehammer 81880-1-10163 N/A 75.00 0.007 0.005
Halosulfuron methyl Sedgehammer 81880-24-10163 N/A 5.00 2.00 0.10 0.03 0.0015 0.04 0.002
Flumioxazin SureGuard 59639-120 N/A 51.00 23.93 12.20 21.16 10.79 15.69 8.00 17.33 8.84 13.76 7.02
TOTAL 927.37 376.77 492.33 338.26 432.68 303.22
"Bad Actors" w/May 2013 changes 649.14 0.00 0.10 0.00 0.00 0.00
Contra Costa County Public Works - Grounds
Gal. used x 8.33 lbs/gal H20 x sp. Grav. x %AI
March 20, 2018 CCC Board of Supevisors Minutes 294
CCC Public Works - Facilities
Name of EPA or Calif.Amt Used Specific %Total oz. A.I Amt Used Total OZ. A.I.Amt Used Total OZ. A.I.Amt Used Total OZ. A.I.Amt Used Total OZ. A.I.
Product Applied Registration #FY 07-08 Gravity A. I.Used FY 07-08 FY 13-14 Used 13-14 FY 14-15 Used 14-15 FY 15-16 Used 15-16 FY 16-17 Used 16-17
Liquid Materials (fl. ounces)(fl. oz.)Oz. by Wt.(fl. oz.)Oz. by Wt.(fl. Oz.)Oz. by Wt.(fl. Oz.)Oz. by Wt.
Indoxacarb Advion Ant Bait Arena 100-1485 1.09 0.10
252 ea (Net
wt of Arena is
0.07 oz)0.02
112 ea (Net
wt of Arena is
0.07 oz)0.00889
Indoxacarb Advion Ant Gel 100-1498 1.2 0.05 143.67 0.08965 202.70 0.12648
Indoxacarb
Advion Cockroach Bait
Arena 100-1486 1.09 0.50
41 ea (Net wt
of Arena is
0.07 oz)0.01627
10 ea (Net wt
of Arena is
0.07 oz)0.00397
Indoxacarb
Advion Cockroach Gel
Bait 100-1484 1.123 0.60 14.61 0.10238 60.10 0.42115
Chlorantraniliprole Altriset 100-1503 1.094 18.4 2.00 0.419
Chlorantraniliprole Altriset (DuPont)352-829 1.094 18.4 7.00 1.46543
Abamectin
Avert Cockroach Bait
Station 499-467 1.065 0.05
2 ea (Net wt
of Station is
0.52 oz)0.00058
Cedar oil
Best Yet Insect Control
Solution Exempt 25b material 1.00 10.00 128.00 12.800 16.00 1.66400 76.00 7.90400
Cedar oil
Cedarcide PCO Choice
Concentrate Exempt 25b material 1.00 85.00 10.00 8.84000 5.08 4.49072
White pepper, mineral oil DeTour for Rodents Exempt 0.864 3.00 166.00 4.475 8 0.21565
Sodium Tetraborate decahydrate
Doninant Liquid Ant
Bait 64405-24 1 1.00 20.00 0.20800
Oil of black pepper Havahart Critter Ridder 50932-10 0.48 804.00 3.8592 624 2.9952 458 2.1984 1371 6.5808
Sodium Tetraborate
Decahydrate (Borax Intice Thiquid Ant Bait 73079-7 1.33 1.00 3128.00 43.26650 3554.00 49.159 1952.3 27.00421
Fipronil
Maxforce Ant KillerBait
Gel 64248-21 1.05 0.00 1.12 0.00001
Fipronil Maxforce FC Magnum 1.14 0.05 1.05 0.00062
Imidacloprid
Maxforce Quantum Ant
Bait 432-1506 1.43 0.03 27.90 0.012 31.71 0.01415 20.2 0.00901
Methyl Ethoxy Pyridine
Nyguard IGR
Concentrate 1021-1603 0.939 10.00 0.6 0.05859
Methyl Ethoxy Pyridine Nylar (Archer)100-1111 0.847 1.30 3 0.03435
sodium lauryl sulfate Oh Yeah Exempt 1 7.00 1072.00 78.04160 2222 161.762 78 5.67840 865.5 63.00840
coyote & fox urine
Shake Away:
Fox/Coyote 80917-5 2.70 5.00 5.00 0.70200
Imidacloprid
Temprid Ready Spray
Insecticide 432-1527 1.00 0.05 10.00 0.00520
Cyfluthrin 1.00 0.03 10.00 0.00260
Fipronil Termidor SC (termites)7969-210 1.06 9.10 3.20 0.32102
Sodium Tetraborate
Decahydrate (Borax Terro PCO Bait stations 149-8-64405 1.00 5.40
135-0.36
oz stations 2.6244
170-0.36
oz stations 3.43699
149-0.36
oz stations 3.01242
Sodium Tetraborate
Decahydrate (Borax
Terro PCO Liquid Ant
Bait 149-8-64405 1.00 5.40 19.44 1.09175March 20, 2018 CCC Board of Supevisors Minutes 295
CCC Public Works - Facilities, cont.
Name of EPA or Calif.Amt Used Specific %Total oz. A.I Amt Used
Tot. oz. A.I.
by wt.Amt Used
Tot. oz. A.I.
by wt.Amt Used
Tot. oz. A.I.
by wt.Amt Used
Tot. oz. A.I.
by wt.
Product Applied Registration #FY 07-08 Gravity A. I.Used FY 07-08 FY 13-14 Used 13-14 FY 14-15 Used 14-15 FY 15-16 Used 15-16 FY 16-17 Used 16-17
Dry Materials (ounces)OZ. by Wt.OZ. by Wt.OZ. by Wt.OZ. by Wt.
Dinotefuran Alpine Dust 499-527 0.25 0.11 0.0003
Diatomaceous earth 95.00 0.11 0.1045
Incoxacarb Advion Insect Granule 352-651 0.22 9.64 0.0212
Amorphous silica gel Cimexa 73079-12 100.00 5.12 5.1200
Amorphous silicon dioxide
Concern Diatomaceous
Earth 73729-1-50932 85.00 0.23 0.1955 0.79 0.6715 1.29 1.0965
Orthoboric acid
Niban FG/Mother Earth
Granules
64405-2
499-515 3813.7600 5.00 190.69 375.00 18.75 3144.5 157.225 6038.5 301.925 2886.5 144.3250
OZ of A.I 335.55 159.638 393.414 485.859 267.343
LBs of A.I.20.97 9.98 24.59 30.37 16.71
OZ of BA 0.41 0.00 0.00 0.0582 0.0006
March 20, 2018 CCC Board of Supevisors Minutes 296
Contra Costa County Staff Responses to Issues Raised by the Public
Regarding the County Integrated Pest Management Program
November February 729, 20187
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
Using glue boards for rodents in County buildings
11/16/16-IPM
3/16/17-IPM
1/18/18-IPM
From Parents for a Safer
Environment (PfSE)
“The rodent control method that is
horrible in particular is the use of
glue boards in the county buildings.
I hope to see this deplorable
practice stop before the beginning
of the NewYear. (11/16/16)
Pestec, the County’s structural IPM contractor, used a small number of glue boards
in 2016. In the past, glue boards have been used from time to time in detention
facilities at the request of the Sheriff who is concerned that snap traps, the
alternative, could be used by inmates as weapons. Pestec now has access to the
interior space between the walls of cells where mice can roam, so technicians are
able to set snap traps in those areas.
Glue boards are not currently used at any other facilities in the County. The County
will keep glue boards as a tool for rodent control that will be used when there is no
effective alternative.
Chairing the IPM Committee should be rotated; a scribe not associated with the Committee should be
used to take notes
2/17/16-IPM From Parents for a Safer
Environment (PfSE)
“Chairing the IPM Advisory
Committee should be rotated
among members who wish to
chair. A Scribe should be
independent of Committee
members and staff involved with
the IPM Program.”
• Every 2 years the Committee holds an election for officers. Anyone who wishes
to chair the committee can nominate themselves.
• The Committee elects a secretary to help take notes for the Committee’s minutes
which are written by staff. There is no outside person who could be a scribe.
Staff has found no unique or innovative pesticide alternatives in the Bay Area or Nation
11/4/15-IPM
2/17/16-IPM
From Parents for a Safer
Environment (PfSE)
“In the staff document provided
titled 2015 IPM Program
Accomplishments, I was very
surprised to read that staff believes
after reviewing programs
throughout the ‘Bay Area and the
nation’, that ‘there is nothing
unique or innovative in the Bay
Area or the nation.’”
• PfSE appears to be concerned that staff has found no unique or innovative
approaches to pest management. This concern seems to stem from a mis-
reading of the 2015 IPM Program Accomplishments document in the section on
the work history of the IPM Program Data Management subcommittee. The
phrase actually reads: “Looked for data other than pesticide use to measure
implementation of IPM in CCC; found nothing unique or innovative in the Bay
Area or the nation”
The IPM Coordinator does not allow the IPM Committee members and the public adequate time to
review documents
9/2/15-IPM From Parents for a Safer
Environment (PfSE)
• The IPM Coordinator sends out agenda materials in accordance with the Brown
Act and County policy, which is 96 hours prior to the time of the public meeting.
March 20, 2018 CCC Board of Supevisors Minutes 297
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
“People are often reluctant to admit
that they have not had time to
review documents before voting on
minutes and other items.
Committee members are likely to
just go along with the majority and
vote to accept documents as Staff
submits them…It is more
reasonable to provide at least four
to six weeks of time for volunteers
to fit in the review amongst a busy
schedule.” (9/2/15)
“…I find it appalling that Staff
would propose to totally eliminate
the By-Laws language that
requires a timely distribution of the
meeting minutes to the IPM
Advisory Committee. It has been
difficult to read all the documents
required for review within 5 days
[from when] they are provided,
which is a recent improvement to
providing it 3 days prior to
meetings that was practiced before
my letter earlier this year…The By-
Laws currently states that minutes
be distributed 1 week after the
meeting…I believe it’s reasonable
to amend [the by-laws] to
distributing the materials within 2
weeks after the meeting to give
staff time to prepare the meeting
minutes, but eliminating this
important timeline is not acceptable
to the community.” (9/2/15)
• At the end of each meeting, the next meeting’s agenda is planned so that
members are aware of and can plan time for review of long or numerous
documents.
• Since the inception of the IPM Advisory Committee, the practice has been to
distribute the minutes with the agenda materials. Because the by-laws were
being updated to reflect the current designations for IPM Committee seats and to
change public member terms, the IPM Coordinator proposed changing the by-
laws to reflect the current practice regarding distribution of the minutes. On
9/2/15 the IPM Committee members discussed these by-laws changes and
heard comment from the public on the issue. The Committee voted to
unanimously approve all the by-laws changes. The changes were approved by
the full Board of Supervisors.
IPM subcommittees should focus on pesticide use and not on bed bugs or removing turf
2/16/15-IPM
2/17/15-IPM
2/20/15-IPM
3/2/15-TWIC
3/4/15-IPM
5/6/15-IPM
8/6/15-IPM
9/2/15-IPM
11/4/15-IPM
From Parents for a Safer
Environment (PfSE)
Issue of the subcommittees
working on bed bugs, a community
problem, rather than County-only
pesticide issues and working on
turf removal around buildings
rather than on pesticide use in
rights-of-way
• Bed bugs affect 1000s of Contra Costa residents, both in municipalities and the
unincorporated areas of the County. In order to get relief, desperate citizens are
using many different kinds of pesticides in the home, throughout the bedroom,
and often on the bedding itself. Reports indicate that frequently pesticides are
used to excess and in a manner contrary to the labeled directions. This intimate
contact with, and misuse of, pesticides is very troubling. This is a serious issue of
pesticide exposure and contamination as well as an issue of the well-being of
Contra Costa residents that the County has an obligation to address.
• There are also bed bug issues that need to be addressed in County buildings.
Staff and buildings are vulnerable where the public goes in and out of offices
frequently and in large numbers. Staff and supervisors need training in identifying
risks, actual infestations, and opportunities for prevention.
• Converting turf to drought-tolerant landscaping accomplishes several things:
o Saves millions of gallons of water in this time of serious drought.
March 20, 2018 CCC Board of Supevisors Minutes 298
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
o Reduces the need for weed control and thus for herbicides. The limited
irrigation and wood chip mulch between the drought-tolerant plants is not
conducive to weed growth, Few weeds sprout in the dry soil under the
mulch, and those that do sprout can often be hand-pulled.
o Addresses herbicide use near buildings, which is where people have the
greatest chance of being exposed to these pesticides.
o Reduces maintenance hours because turf is a high maintenance plant.
o Frees Grounds maintenance staff to better manage other landscapes and
continue to reduce their use of pesticide.
o Reduces the amount of electricity used to pump water, the amount of gas
used in lawn mowers and trimmers and in trucks to travel to and from sites
for maintenance, and reduces the amount of pesticide and fertilizer used in
maintaining the turf. This reduces greenhouse gas emissions.
o Demonstrates that the County is a leader in landscaping more wisely for the
arid climate in which we live.
County not tracking pesticide use separately for Public Works rights-of-way/roadsides, flood control
channels, and County-owned parcels
3/2/15-IPM
8/26/15-Email
3/16/16-IPM
From Parents for a Safer
Environment (PfSE):
“We do not see any good reason
why pesticide usage is not being
provided to the community for each
roadside and flood control
program.” (3/2/15)
• The County has always tracked pesticide use separately for roadsides, flood
control channels, and County-owned parcels, but because of a recent change in
the way the Department reported pesticide use to the State of California, the
state Pesticide Use Reports for FY 12-13 and FY 13-14 were not separated. The
database that Public Works uses to track pesticide use cannot produce reports
for PfSE that are user friendly since the database was never intended to be a
pesticide use reporting tool. As a courtesy to PfSE, the Department has resumed
separating pesticide use for the 3 programs when it reports to the state. These
Pesticide Use Reports have been provided to PfSE for FY 14-15.
Report the total amount of pesticide used not just the active ingredients
8/26/15-Email
11/4/15-IPM
From Parents for a Safer
Environment (PfSE):
“Report total amount, not just the
active ingredients of pesticides
used in usage spreadsheet”
• In the spread sheet prepared by the IPM Coordinator every year for pesticide use
by County operations, the total amount of pesticide product used is recorded as
well as the total amount of pesticide active ingredient used for each product.
• The California Department of Pesticide Regulation reports pesticide use for the
state in pounds of active ingredient. The County has adopted this system so that
pesticide use reporting is aligned with the state. But as noted above, the County
spreadsheet also records total pounds or gallons of pesticide product used.
• The spreadsheet is posted on the IPM website and attached to the annual report.
Corrections to the minutes of the IPM Advisory Committee or its subcommittees requested by PfSE
5/6/15-IPM
6/9/15-IPM
8/6/15-IPM
7/20/16-IPM
From Parents for a Safer
Environment (PfSE)
Issue of PfSE requesting changes
to the minutes and then changes
are not made
• The IPM Committee members vote on whether or not to make corrections to the
minutes. The members do not always vote to make PfSE’s corrections, additions,
and changes. The IPM Coordinator includes written changes from PfSE (as well
as other public comment) as attachments to the official record of the meeting.
The official agenda, minutes, public comment, and other attachments are posted
on the IPM website.
March 20, 2018 CCC Board of Supevisors Minutes 299
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
The herbicide Roundup (active ingredient glyphosate) has been designated as a probable human
carcinogen by the World Health Organization’s International Agency for Research on Cancer (IARC)
6/9/15-IPM
7/8/15-IPM
8/6/15-IPM
9/2/15-IPM
7/20/17-IPM
11/16/17-IPM
From Parents for a Safer
Environment (PfSE):
“Considering that RoundUp
products with the active ingredient,
glyphosate, is [sic] being applied at
the rate of nearly 1,000 lbs
annually in the Grounds Program
alone, and that glyphosate has
been listed as a Probable Human
Carcinogen by the World Health
Organization earlier this year, are
there any plans by the county to
eliminate this risky chemical to
reduce exposure to the community
and wildlife?”
• In 2015, he IPM Coordinator attended meetings in San Francisco with IPM
coordinators and city and county staff from around the Bay to discuss the
Roundup issue. At this point we do not have a less hazardous product with
equivalent efficacy to replace Roundup, but we continue to look for one. The
Grounds Division uses Roundup as a spot treatment and uses a little as
necessary. In FY 14-15 the Grounds Division used 311 lbs. of glyphosate, the
active ingredient in Roundup.
• The most serious risk of exposure to Roundup is to the applicator because that
person is in close contact with the material, sometimes daily. The law and the
County require applicators to wear personal protective equipment and to be
trained annually to prevent exposure. In light of the new probable carcinogen
designation, the County is looking at whether there are additional precautions
that should be taken to protect workers.
• IARC identifies the potential for a chemical to cause cancer but does not quantify
any increased risk to people from a chemical so designated nor does it
recommend a safe level of exposure. Those designations are left up to regulatory
agencies around the world. The County is waiting for the USEPA to complete its
review of glyphosate.
• On 11/12/15, the European Food Safety Authority ruled that glyphosate probably
does not cause cancer in humans despite IARC’s findings.
• In March 2017, the Australian government’s Pesticides and Veterinary Medicines
Authority (APVMA) produced its Final Regulatory Position on whether to conduct
a formal reconsideration of the chemical glyphosate. They stated that “[b]ased on
this nomination assessment, the APVMA concludes that the scientific weight-of-
evidence indicates that: exposure to glyphosate does not pose a carcinogenic or
genotoxic risk to humans.”
• In April 2017, Health Canada released the following statement, “Following a
rigorous science-based assessment, Health Canada has determined that when
used according to the label, products containing glyphosate are not a concern to
human health and the environment.”
• The County is still waiting for the final risk assessment from the USEPA.
• In November 2017, researchers updated the Agricultural Health Study, which is a
20-year study of the effects of glyphosate on over 54,000 licensed pesticide
applicators from North Carolina and Iowa. They found no statistically significant
associations with glyphosate use and cancer in any part of the body. However,
among applicators in the highest exposure quartile, there was an increased risk
of acute myeloid leukemia compared with those who had never used glyphosate,
though this association was not statistically significant. The researchers noted
that this association requires confirmation.
Questions posed during public comment for items not on the agenda are not answered by the IPM
Committee
8/6/15-IPM
7/20/16-IPM
9/21/16-IPM
From Parents for a Safer
Environment (PfSE):
“…please allow ample time for
answering and discussing these 6
• The IPM Committee does not take up and discuss issues that are not on the
published agenda for the meeting as this would be a violation of the Brown Act.
• Members of the Committee can request to have public concerns put on the
March 20, 2018 CCC Board of Supevisors Minutes 300
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
3/16/17-IPM
11/16/17-IPM
1/11/18 Email
1/18/18-IPM
questions as listed in order of
priority at the next meeting agenda.
Community members have been
waiting patiently since last year for
most of these questions to be
addressed.”
agenda for a future meeting.
IPM Committee members should RSVP for each meeting
6/9/15-IPM
7/8/15-IPM
8/6/15-IPM
11/16/17-IPM
From Parents for a Safer
Environment (PfSE):
“I attended the April 14, 2015
meeting when we waited for over
30 minutes for staff and community
members on the [Weed sub]
Committee to arrive to no avail.
Staff had to regretfully cancel the
meeting due to lack of a quorum.
…consider asking for a heads-up
from committee members if they
cannot attend a future IPM
meeting.” (6/9/15 and 7/8/15)
“Would the county request
Committee members to provide in
writing, anticipation of absenteeism
so that those who arrive at
meetings are not waiting for an
hour only for the meeting to be
cancelled due to lack of a quorum.”
(8/6/15)
• IPM Committee members alert the IPM Coordinator when they know they will be
late or will be missing a meeting of either the full committee or a subcommittee.
Unfortunately, unexpected circumstances do arise from time to time.
• The Weed subcommittee meeting on April 14, 2015 was the first meeting of the
full IPM Committee or any of its subcommittees that had to be cancelled for lack
of a quorum since the IPM Advisory Committee was formed in 2010.
Quorums have been disregarded in previous subcommittee meetings
6/9/15-IPM
7/8/15-IPM
From Parents for a Safer
Environment (PfSE):
“According to Shirley Shelangoski
who had attended all
subcommittees between 2012-
2014, quorums were not
considered in subcommittees until
the recent year. Before,
subcommittee meetings were held
regardless of a lack of quorum.”
• All subcommittees consider whether or not there is a quorum before proceeding
with a meeting. Attendance is tracked in each set of minutes.
Absences on the IPM Committee
8/6/15-IPM
8/26/15 Email
From Parents for a Safer
Environment (PfSE):
“Will the county track absenteeism
and provide the data annually so
• Absences are tracked in the minutes of every meeting of the full IPM Committee
and each of its subcommittees. Attendance at meetings is reported annually to
the Board of Supervisors.
March 20, 2018 CCC Board of Supevisors Minutes 301
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
that those who missed more than
two in a given year be considered
for removal from membership as
stated in the By-Laws?”
Pesticide Use around the Hazardous Materials Office and Co. Admin Bldg in Martinez
2/20/15-IPM
8/615-IPM
2/17/16-IPM
11/16/16-IPM
From Parents for a Safer
Environment (PfSE)
Issue of members of PfSE
observing pesticide use around the
Hazardous Materials Office at 4585
Pacheco Blvd. in Martinez without
posting
“Currently, pesticides are used
outside the auspices of the County
IPM program in many buildings,
including the Hazardous Materials
building and the County
Administration building.” (2/17/16)
• The Hazardous Materials Program rents space from ERRG, a company that
occupies the top floor of the building. They and not the County are responsible
for maintaining the building and the property.
• The County’s posting policy does not require private owners of buildings to post
their pesticide use.
• On 8/6/15, PfSE videoed a Clark Pest Control technician spraying around the
building at 4585 Pacheco Blvd. Clark, the contractor for ERRG, was using a
pesticide called indoxacarb for ants that had been invading the building,
particularly the top floor. Indoxacarb is listed as a “reduced risk” pesticide by the
USEPA and is used by Pestec, the County contractor, in baits for cockroaches
and ants. Hazardous Materials staff who experienced ant problems were
educated by the IPM Coordinator, all food debris was removed, and boric acid
baits were used in the two Hazardous Materials offices with ants trailing through.
• No pesticides are being used in or around the County Administration building at
651 Pine Street that are not applied by Pestec, the County contractor, as part of
the County IPM program. We are not aware of any pesticides being used at other
County buildings that are not applied by Pestec. If PfSE has specific evidence of
this happening, we would gladly investigate.
IPM Contract Language and reviewing contracts
11/6/13-IPM
12/5/13-TWIC
2/26/14-IPM
3/5/14-IPM
3/6/14-TWIC
8/26/15-Email
2/17/16-IPM
9/15/16-IPM
From Parents for a Safer
Environment (PfSE):
“the county still does not have IPM
language in its contracts with pest
control contractors”
“Contractors conducting pest
control should be evaluated
annually by the IPM Advisory
Committee and contracts bid upon
and assessed for a strong IPM
track record.” (2/17/16)
“The Public Works Dept’s Special
District currently has on its payroll,
a contractor who did not have to
bid with IPM experience as a
criteria and uses only rodenticides,
including 2nd generation [sic] in
public parks.” (2/17/16)
• 2009: the IPM Coordinator and County staff added IPM language to the contract
for pest management in & around Co. buildings. The contractor emphasizes
education, sanitation, and pest proofing as primary solutions. Insecticides, mainly
in the form of baits, are used as a last resort. For the control of rats and mice in
and around County buildings, the County only uses sanitation, education, and
trapping.
• Special Districts currently hires only 1 contractor for pest control. He is employed
by means of a purchase order, which is not an appropriate vehicle for IPM
contract language; however,
o as a condition of his employment, he is required to abide by the Public
Works “Landscape Design, Construction, and Maintenance Standards and
Guidelines”1
o this has been explained to PfSE several times.
which contain language outlining the IPM approach. This also
applies to any other contractor hired by Special Districts.
• Spring 2012: to reinforce the IPM standards, the Special Districts Manager sent a
letter to each Special Districts’ contractor detailing the IPM approach expected of
them. This is an on-going practice and any new contractors will receive the same
1 http://www.co.contra-costa.ca.us/index.aspx?nid=2147
March 20, 2018 CCC Board of Supevisors Minutes 302
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
Concerns about the letter from
Special Districts to its contractors
explaining the IPM approach
expected of them. (9/15/16)
letter to emphasize the County’s IPM principles.
• On 11/28/12, Susan JunFish asked for Special Districts contracts and purchase
orders; on 11/29/12 the IPM Coordinator sent her the contracts, purchase orders,
and letters mentioned above that were sent out by Special Districts.
• On 2/14/13, Susan JunFish asked again for copies of the letters and was sent
them on 2/15/13.
• The Grounds Division occasionally hires a contractor to apply pesticides that the
Division does not have staff or equipment to apply itself. The IPM Coordinator
considers that these contracts or purchase orders do not require IPM language
because the contractor is hired for a specific pesticide application and not to
perform IPM services or make any IPM decisions. In these cases the Grounds
Division has already gone through the IPM decision making process and has
decided the specific work ordered is appropriate.
• Reviewing contracts has not been in the purview of the IPM Advisory Committee.
• The 1 contractor hired by Special Districts for pest control (see also the 2nd bullet,
above) uses mostly trapping for vertebrate pests. In FY 15-16, he used
0.02ounces of the rodenticide active ingredient diphacinone (a 1st generation
anticoagulant). He does not use any 2nd generation anticoagulants.
• Since the IPM Program began reporting data on pesticide use in Special Districts
in FY 08-09, no 2nd generation anticoagulants have been used.
• The concerns expressed by Susan JunFish on 9/15/16 about the clarity and detail
of the letter to contractors are valid and the Decision-Making subcommittee will
take up these concerns.
Unprofessional Behavior by County Staff
11/6/13-IPM
11/13/13-IO
12/5/13-TWIC
2/26/14-IPM
3/5/14-IPM
3/6/14-TWIC
From Parents for a Safer
Environment (PfSE):
“serious pattern of hostile and
unprofessional treatment to the
community by County staff”
“continued name-calling, shouting,
and put-downs by county staff and
Committee members at IPM
meetings”
“require staff to take training in
order to learn how to work
productively in public meetings”
• Staff disagree with the assertions that staff have been hostile or unprofessional
toward members of PfSE or that staff have engaged in name-calling, shouting, or
put-downs in any committee meetings. However, without reference to specific
incidents on specific dates, it is impossible for staff to respond in detail.
• Members of the public have always had ample opportunity (within defined limits)
to participate in all aspects of IPM Committee meetings.
• Starting in 2014, IPM full committee and subcommittee meetings will strictly
adhere to the Ground Rules adopted unanimously by the IPM Committee on May
5, 2010. The IPM Coordinator will distribute Committee Ground Rules with each
agenda packet. This will make public participation more fair and prevent one or a
few individuals from dominating public comment. This course of action should limit
the potential opportunities for improper discourse.
Make Audio and/or Video Recordings of IPM Committee Meetings
3/6/14-TWIC
3/2/15-TWIC
2/17/16-IPM
From Parents for a Safer
Environment (PfSE):
“record meetings with a
camcorder”
“The Community requested to have
IPM related meetings recorded to
achieve accurate meeting minutes
• Vince Guise, Agricultural Commissioner in 2013, suggested that meetings be
audio recorded (no video). The issue may be taken up at a future IPM Committee
meeting.
• No other advisory bodies video or audio record their meetings. If the public wishes
to record meetings, they may do so and should announce their intention at the
beginning of the meeting.
• It appears that PfSE is recording all IPM Committee meetings on a laptop, so they
March 20, 2018 CCC Board of Supevisors Minutes 303
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
that reflect what actually happened
at the meetings and to encourage
professional behavior.”
will be able to reference those recordings if need be.
• At the January 18, 2018 IPM Committee meeting, Carlos Agurto, representative
from Pestec, the County’s structural IPM Contractor, volunteered to be secretary
to the Committee. He will make audio recordings of the meetings and provide the
IPM Coordinator with at transcript.
Intimidation of a member of Parents for a Safer Environment by the IPM Coordinator
2/12/14-TWIC
3/5/14-IPM
3/6/14-TWIC
2/17/16-IPM
From Parents for a Safer
Environment (PfSE):
“we ask that in the future, [County]
staff not contact the community
and pressure them to retract their
public comments”
On November 13, 2013, Margaret Lynwood submitted a written public comment to
the Internal Operations Committee. In the comment, she stated that she had “been
attending pesticide related meetings and [had] discovered a serious pattern of
hostile and unprofessional treatment to the community by county staff.” Since Ms.
Lynwood did not provide specific details, and the IPM coordinator had no record of
her attending and did not remember seeing her in the last 4 years at any IPM
Committee or subcommittee meetings, but only at TWIC and IO meetings, she
contacted Ms. Lynwood by phone to understand her concerns and ask her if she felt
that County Supervisors or other staff in TWIC or IO meetings had exhibited
unprofessional behavior. She said, “No,” and was unable to cite a specific instance
when she had witnessed such behavior. The IPM Coordinator did not ask her to
retract her public comment.
Use of Pre-Emergent Herbicides
11/6/13-IPM
12/5/13-TWIC
From Parents for a Safer
Environment (PfSE):
“The Community wants to be
assured that the Public Works Dept
does not use pesticides along the
Flood Control District that has [sic]
residual activity before a
forecasted rainstorm.”
This is an issue about pre-emergent herbicides and was discussed in a
subcommittee meeting on 10/29/13 and again in the Advisory Committee meeting
on 11/6/13. Both meetings were attended by both Susan JunFish and Shirley
Shelangoski of PfSE.
The following points were made:
• Pre-emergent herbicides have residual activity by design because they are meant
to prevent the germination of weeds over an extended period of time, sometimes
a number of weeks.
• Pre-emergent herbicides are used by Public Works as part of their herbicide
rotation program to prevent the development of herbicide-resistant weeds.
Herbicide rotation is one of a number of best practices strongly recommended by
the University of California and many other researchers to prevent herbicide
resistance2
• Pre-emergent herbicides are not applied on flood control channel banks; they are
used on flood control access roads above the banks.
. Creating herbicide-resistant weeds is considered an extremely
serious problem by weed scientists throughout the world.
• Pre-emergent herbicides need irrigation or rainfall shortly after their application,
typically within a few days to several weeks, to carry them shallowly into the soil
where they become active. Because there is no irrigation on flood control access
roads, pre-emergent herbicides must be applied prior to a rain event.
• The Department follows all label requirements for the application of pre-emergent
2 2012. Norsworthy, Jason K., et al. Reducing the Risks of Herbicide Resistance: Best Management Practices and Recommendations. Weed Science 2012 Special
Issue:31-62.
2000. Prather, Timothy S., J.M. DiTlmaso, and J.S. Holt. Herbicide Resistance: Definition and Management Strategies. University of California, Division of
Agriculture and Natural Resources Publication #8012. 14 pp.
March 20, 2018 CCC Board of Supevisors Minutes 304
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
herbicides (and all other herbicides). Note that a pesticide label is law
• The use of pre-emergent herbicides can reduce the total amount of herbicide
needed to control weeds in the County because it takes a smaller amount of pre-
emergent herbicide to control weeds in an area than it would using a post-
emergent herbicide.
and must
be strictly followed.
Use of Garlon 3A® (triclopyr) herbicide on flood control channel slopes without considering its half-
life
3/5/14-IPM
3/6/14-TWIC
8/26/15-Email
From Parents for a Safer
Environment (PfSE):
“We want the Public works
Department to consider the
residual activity (or half-life) of
pesticides prior to application.
Particularly along the Flood Control
District before a forecasted rain
that can wash pesticides into the
channels and contaminate the
water that flows to the Bays”
• Staff has reviewed EPA documents for triclopyr reregistration; information on
triclopyr in the Nature Conservancy’s Weed Control Methods Handbook;
information on triclopyr in the Weed Science Society of America’s Herbicide
Handbook; and the CA Department of Pesticide Regulation’s “Environmental
Fate of Triclopyr” (January 1997); and has found that triclopyr:
o Is practically non-toxic to birds, fish, and crustaceans
o Is of very low toxicity to mammals and is rapidly absorbed and then rapidly
excreted by the kidneys, primarily in unmetabolized form
o Has an average half-life in soil of 30 days (considered short persistence)
o Would have little toxicological hazard to fish and wildlife as currently used in
forestry (CCC’s use is similar, although the County uses less product per
acre than studies cited)
o Has a low Koc, which indicates mobility in soil; however, studies show that
triclopyr is only somewhat prone to lateral movement and is practically not
prone to vertical movement. In addition, triclopyr is fairly immobile in the
sub-surface flow.
o Could be used without harm to nearby streams in forestry applications if
buffer zones are used around streams and ephemeral drainage routes.
• CCC Public Works Vegetation Management uses Garlon 3A as follows:
o Garlon 3A is a broadleaf contact herbicide with no pre-emergent qualities. It
does not kill grasses, so it is often used with Roundup (glyphosate), which
does kill grasses.
o Generally Garlon 3A is not used during the rainy season.
o It is used on roadsides, flood control channel slopes, and flood control
channel access roads.
o On flood control channel slopes, Garlon 3A is sprayed down the slope no
further than the toe of the slope. Flood control channels are trapezoidal in
cross section, and the toe of the slope is where the slope meets the flat part
of the channel. Depending on the site, the water in the channel is from 10-
50 ft. from the toe.
o If there is a chance of the herbicide getting into the water, Public Works
uses Renovate 3, which has the same active ingredient (triclopyr), but is
labeled for aquatic use.
Posting for pesticide use
11/6/13-IPM
12/5/13-TWIC
From Parents for a Safer
Environment (PfSE):
“The county staff are still not
• In 2009 the Departments developed a pesticide use posting policy. The policy
does not require posting in “rights-of-way or other areas that the general public
does not use for recreation or pedestrian purposes”.
March 20, 2018 CCC Board of Supevisors Minutes 305
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
2/20/14-IPM
2/24/14-IPM
2/26/14-IPM
3/5/14-IPM
3/6/14-TWIC
4/2/14-IPM
12/4/14-TWIC
2/17/15-IPM
3/2/15-TWIC
8/26/15-Email
11/4/15-IPM
2/17/16-IPM
11/16/16-IPM
11/16/17-IPM
posting when applying pesticide in
parks, along hiking trails, major
intersections of rights of ways,
along flood control districts where
many people, children and their
pets frequent.”
“Posting online of pesticide
applications”
“Posting online of pesticide use
reports from each program as they
are generated on a monthly basis
[for fulfilling reporting requirements
with the state Department of
Pesticide Regulation]”
Provide a list of where pesticide
applications were posted for each
IPM program and how many signs
were used in 2013. (4/2/14)
“The County’s Posting Policy
states that posting is required
where there is foot access by the
public or where the area is used for
recreation…PfSE has shown you
photos of children walking along
these access trails…These access
roads look just like walking trails
along often idyllic looking creeks
that the community use on a daily
basis.” (12/4/14)
Concerns about pesticide posting
(2/17/15)
“Posting is still not done in most
treated areas where people have
foot access and where they
recreate per the CC County’s
Posting Policy.” (3/2/15)
“I’d also like to see that posting is
being done per policy.” (11/16/16)
• The CCC posting policy, including the provision mentioned above, is consistent
with, and very similar to the posting policies of Santa Clara and Marin Counties
and with the City of San Francisco.
• The policy was reviewed and discussed by the IPM Committee when it was first
developed, and in 2012 was revised to allow web posting and allow permanent
signs in certain areas.
• County Departments have verified that they abide by the posting policy.
• The County’s website for online posting of pesticide applications (for the areas
required by the CCC posting policy) was up and running as of 3/10/15.
• Pesticide use reports that are generated for the California Department of
Pesticide Regulation are provided yearly to Parents for a Safer Environment.
Monthly reports are available if the public wishes to view them.
• In the 5/27/14 IPM Transparency subcommittee meeting, the IPM Coordinator
presented a chart with a list of pesticide application postings and the number of
posting signs used during the 2013 calendar year.
• Note that the County Posting Policy states that posting is “Not required in
locations that the public does not use for recreation or pedestrian purposes”
Recreation is defined as “any activity where significant physical contact with the
treated area is likely to occur”.
• On Pinole Creek, in the photo submitted by PfSE, the Public Works Department
does not treat the paved path next to the school that the children are shown
walking on.
• Most of the County’s Flood Control access roads are within locked gates with
signs saying “Property of Contra Costa. No Trespassing”. No one should be
jogging or walking along these roads.
• If PfSE can provide the County with information on specific access roads and
specific times when people have been exposed to pesticide spraying, the County
will investigate immediately.
• Without information on specific locations, the County is unable to investigate this
concern about not posting “in most treated areas where people have foot access
and where they recreate…”.
• The IPM Committee has formed a Task Force to review the County’s posting
policy and compliance with that policy. (11/16/17)
Adopting an IPM ordinance
9/4/13-IPM
11/6/13-IPM
2/26/14-IPM
3/5/14-IPM
3/6/14-TWIC
3/2/15-TWIC
2/17/16-IPM
From Parents for a Safer
Environment (PfSE):
Issue of adopting an IPM
ordinance for the County
• In 2009, Susan JunFish proposed the need for an IPM Ordinance to the BOS.
The Board directed the Committee to investigate the issue.
• In 2009, County Counsel wrote an opinion recommending the use of an
administrative bulletin to supplement the County’s IPM Policy.
• County Counsel continues to stand by their 2009 opinion.
• At several meetings in 2010 and 2011, the IPM Committee studied the issue and
heard presentations from PfSE and from other counties. In 2011 the Committee
concluded unanimously that the County should adopt an IPM Administrative
March 20, 2018 CCC Board of Supevisors Minutes 306
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
1/19/17 IPM Bulletin to supplement the IPM Policy that the County adopted in 2002. In CCC
an administrative bulletin serves to direct staff and carries consequences for non-
compliance.
• The IPM Committee found no advantage to adopting an IPM ordinance.
• In April of 2013, the IPM Administrative Bulletin was adopted.
• In the fall of 2013, the IPM Committee again reviewed the issue of adopting an
IPM Ordinance. For the second time, the Committee saw no advantage to
developing an ordinance and once again voted unanimously to recommend the
continued use of the IPM Policy supplemented by the IPM Administrative Bulletin.
Reporting “Bad Actor” pesticides
11/6/13-IPM
12/5/13-TWIC
2/12/14-TWIC
3/5/14-IPM
3/6/14-TWIC
2/17/15-IPM
3/2/15-TWIC
8/26/15-Email
9/2/15-IPM
From Parents for a Safer
Environment (PfSE):
Disagreement on how the County
should report “Bad Actor 3
• Since FY 00-01, the County has been publishing pesticide use figures that
include use figures for “Bad Actors”.
”
pesticides in the IPM Annual
Report
• Note that all
• Susan JunFish, of Parents for a Safer Environment (PfSE), has been asking that
additional pesticides be reported as “Bad Actors”. To resolve this issue, the IPM
Committee heard presentations from Susan JunFish and held a special meeting
of the Data Management subcommittee on March 25, 2013 devoted exclusively to
this issue. Dr. Susan Kegley
pesticides used by County operations are reported in the IPM Annual
Report, regardless of the toxicity or hazards of the pesticide. At issue is the
categorization of pesticides in the report, not whether all use is reported.
4
• After hearing Dr. Kegley’s presentation and discussing the issue with her and with
representatives of PfSE, the subcommittee members concluded that the County
should report as “Bad Actors” only those that are designated as such in the
Pesticide Action Network database.
was invited to speak, as requested by Ms. JunFish.
• June 26, 2013: The IPM Committee voted unanimously to make changes to the
2012 IPM Annual to reflect the recommendation from the Data Management
subcommittee, as noted above. The IPM Coordinator continues to report
pesticides as “Bad Actors” only if they are designated as such in the PAN
database.
Use of Paraquat and Other Bad Actors for Aquatic Weed Control by the Department of Agriculture
2/17/15-IPM From Parents for a Safer
Environment (PfSE):
“Use of paraquat for Aquatic Weed
Control and other broad applied
Bad Actor Pesticides by the
Department of Agriculture.”
(Particular mention of South
American sponge plant in the Delta
was made.)
• The Agriculture Department has not used paraquat in any aquatic weed
applications and does not apply herbicides to the Delta for aquatic weeds. In the
past, the Department has treated purple loosestrife in County waterways that feed
into the Delta, but from this point forward they will not be treating any aquatic
weeds.
• The State Department of Boating and Waterways (DBW) has treated various
areas in the Delta for invasive aquatic weeds over the years, and in September
2012, Governor Brown signed legislation authorizing DBW to add South
American sponge plant to the list of weeds they treat.
3 “Bad Actor” is a term coined by 2 advocacy groups, Pesticide Action Network (PAN) and Californians for Pesticide Reform, to identify a “most toxic” set
of pesticides. These pesticides are at least one of the following: known or probable carcinogens, reproductive or developmental toxicants, cholinesterase
inhibitors, known groundwater contaminants, or pesticides with high acute toxicity. The pesticides designated as “Bad Actors” can be found in the PAN
database on line: http://www.pesticideinfo.org/ 4 Ph.D. Organic/Inorganic Chemistry; Principal and CEO, Pesticide Research Institute; former Senior Staff Scientist for Pesticide Action Network (PAN);
instrumental in the development of the PAN database.
March 20, 2018 CCC Board of Supevisors Minutes 307
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
• State weed science experts judged that South American sponge plant posed a
serious threat to the ecosystems in California waterways. This was based on
research, the biology of the plant, and the rapid rate of its spread in California.
• Judicious use of herbicide to eliminate small infestations before they take over
and completely clog Delta waterways is an excellent use of herbicide and will
prevent huge expenditures of labor and herbicide in the future. This kind of
preventive use of a pesticide to reduce the necessity to use large amounts of
pesticide when the pest has built to great numbers is a recognized and legitimate
IPM tactic.
Providing comments on the kestrel study, and rodenticides use concerns
11/6/13-IPM
12/5/13-TWIC
2/20/14-IPM
2/24/14-IPM
3/5/14-IPM
3/6/14-TWIC
8/26/15-Email
7/20/16-IPM
From Parents for a Safer
Environment (PfSE):
“We have asked the Dept of Ag
and the IPM Advisory Committee
to provide comments on the
Kestrel study and PfSE's Draft
LD50 document in the past two
years.”
In conjunction with this research
paper, PfSE has brought up its
concern about the rodenticides
used by County operations.
“Contractors [in Special Districts]
use pesticides [rodenticides] before
demonstrating alternatives first.”
(8/26/15)
“I would like to first point out that
the Special District program of
Public Works is still using
rodenticides in the county parks…It
would be helpful to see the
decision making tree on the way
rodenticides are chosen instead of
traps or asphyxiation methods
using safer gases like carbon
dioxide.” (3/16/16)
“The Public Works Special District
program is using about 50 lbs. of
rodenticides in parks.” (7/20/16)
• On 9/18/12 Susan JunFish circulated to members of the IPM Committee the
abstract from the kestrel study mentioned at left. On 2/4/13, the IPM Coordinator
circulated the actual research paper to all the members of the IPM Committee.
• On November 22, 2013, Vince Guise, Agricultural Commissioner, sent a formal
response to Susan JunFish regarding the kestrel study. (TWIC and the IPM
Committee Chair and IPM Coordinator were cc’ed on this communication.)
• On January 7, 2014, Vince Guise re-sent the formal response to Susan JunFish
and Shirley Shelangoski. On January 16. 2014, Shirley Shelangoski confirmed
having received the document.
• Susan JunFish asked the Committee to comment on the study, and the formal
response was provided by the Agriculture Dept.
• Regarding “PfSE’s Draft LD50 document”, neither the Committee nor County staff
can comment on data calculated by Susan JunFish that have no references or
clear calculation methods. This was conveyed to PfSE in the Department of
Agriculture’s Kestrel response letter.
• Note that as part of the Department of Agriculture’s ground squirrel program, the
Department surveys ground squirrel treated areas for ground squirrel carcasses
(or any other carcasses). Staff rarely find dead ground squirrels above ground,
which is consistent with U.C. research in the state and the experience of other
agencies. Staff has never found secondary kill, such as raptors or predatory
mammals, in areas the Department treats. This does not mean, nor does the
County claim, that no secondary kill ever occurs in the course of the County’s
treatment program.
• The IPM Committee did not discuss the research paper specifically; however, the
Committee and County staff took the following steps regarding the rodenticide
issue:
o In 2012, the Agriculture Dept. conducted an in-house trial of live-trapping of
ground squirrels as a possible alternative to rodenticides treatment. See
below for more detail.
o At their January 2013 meeting, the Committee heard a presentation from
the Agriculture Dept on the trapping study and heard a presentation from
the State Department of Fish and Wildlife on secondary poisoning of raptors
and other predators and the state’s efforts to restrict use of the more toxic
2nd generation anticoagulant rodenticides (CCC does not use 2nd generation
anticoagulants because of their toxicity and their hazards to non-target
animals that consume poisoned rodents).
o At their March 2013 meeting, the Committee heard a presentation from Dr.
Jim Hale on wildlife issues in CCC that included discussion of the impacts of
March 20, 2018 CCC Board of Supevisors Minutes 308
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
rodenticides.
o At their May 2013 meeting, the Committee heard a presentation from Mt.
Diablo Audubon on their campaign to curb the use of 2nd generation
rodenticides.
o The Agriculture and Public Works Departments jointly prepared a map of
the County marking where rodenticides are used by the Agriculture Dept.
This map was presented in separate meetings to Supervisors Gioia,
Mitchoff, and Andersen, and to Susan JunFish & Shirley Shelangoski of
PfSE. In these meetings the Agricultural Commissioner explained the
Department’s ground squirrel program and the live trapping study.
o The Agriculture Dept. prepared a very detailed decision making document
for ground squirrel management in the County to record their decision
making process and explain the complexities involved in their decisions,
including biology, safety, efficacy, cost and the goals of the program. This
document was discussed extensively in a subcommittee meeting and again
in a regular Committee meeting. PfSE members were present and
participated in the discussion.
o In 2013, the Agriculture Dept revised its ground squirrel baiting methodology
to make it safer for staff, to make applications more precisely targeted, and
to reduce the amount of bait used each season. The amount of bait used by
the Department has been reduced by over 50% since 2011. Use has gone
from 35,915 lbs in 2011 and 14,271 lbs in 2013. 14,271 lbs of bait is 1.4 lbs.
of actual diphacinone.
o In February and again in August of 2013, the IPM Coordinator investigated
rodenticides use by contractors to Special Districts. She presented her
findings to the Committee at the 9/4/13 meeting.
o On 3/5/14, the IPM Committee heard an update from the California
Department of Fish and Wildlife on the regulations concerning 2nd
generation anticoagulant rodenticides and on secondary poisoning of
raptors and mammalian predators by anticoagulant rodenticides.
o The Special Districts’ contractor has reduced his use of anticoagulant bait
from 188 lbs in FY 12-13 to 88 lbs in FY 13-14 and to 53.5 lbs in FY 14-15.
The amount of actual anticoagulant active ingredient in 53.5 lbs is 0.0027
lbs ( 0.04 oz). The contractor has increased trapping and is not using any of
the more toxic and dangerous 2nd generation anticoagulants.
o In FY 15-16 the Special Districts vertebrate pest manager used 27.5 lbs. of
rodent bait, which is 0.0013 lbs. (0.02 oz.) of diphacinone. 9.5 lbs. of that
rodent bait was used in a park (Livorna Park). This is 0.0076 oz of
diphacinone. As noted above, the County is no longer using rodenticides in
Livorna or any other park. In FY 16-17 the Special Districts vertebrate pest
manager used 18 lbs. of rodent bait, which is 0.0009 lbs. (0.01 oz.).
o As of May 2016, Special Districts is no longer baiting with diphacinone for
rats in Livorna Park. The shrubs that were being damaged by rat gnawing
have recovered and are thriving. The contractor will continue to monitor at
Livorna for rat damage.
o In the spring of 2016, the IPM Decision-Making subcommittee asked the
IPM Coordinator to create a decision-making document for gopher
management in the County. The document was finished in June 2016. In
the Grounds Division, the gopher manager uses only carbon dioxide
asphyxiation and traps to control gophers in County landscaping. The
March 20, 2018 CCC Board of Supevisors Minutes 309
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
Special Districts’ contractor uses trapping and diphacinone, a 1st generation
anticoagulant rodenticide, for gophers in Livorna Park. He uses trapping in
Livorna wherever it is safe to do so, i.e., where children are unlikely to find
and play with the traps. He uses diphacinone in the Hidden Pond and
Driftwood landscaping zones because the budgets in these two Special
Districts will not cover trapping, which is more labor intensive. Both those
landscaping zones are frontage property. The only other location where the
Special Districts’ contractor manages vertebrate pests is the Alamo School
field, where he is using traps.
• In 2017, the IPM Committee will again have presentations on ground squirrel
management and rodenticide hazards.
Trapping for ground squirrels
12/5/13-TWIC
2/20/14-IPM
2/24/14-IPM
3/5/14-IPM
3/6/14-TWIC
10/9/14-TWIC
1/14/15-IPM
8/26/15-Email
2/17/16-IPM
7/20/16-IPM
From Parents for a Safer
Environment (PfSE):
“[PfSE] asked TWIC to instruct the
Department of Agriculture and
Public Works Dept to use trapping
methods [for ground squirrels]”
“Santa Clara spends only
$25/ground squirrel trapping &
removal”
“Isn’t it worth the effort to learn how
the other counties are doing using
only trapping for ground squirrel
control?” (10/9/14)
“One cannot compare efficiency of
our [County] staff applying
rodenticides and compare that to
them trapping and stacking up
overtime costs during the learning
curve…A good-faith comparison
would have been to utilize expert
trappers vs our staff applying
rodenticides, and then comparing
costs.” (10/9/14)
“[The IPM Coordinator] states that
the county would incur a charge of
$16,720 per linear mile for ground
squirrel control if we paid a
contractor who charges
$25/squirrel trapped. This is very
speculative and we would like to
see the county take bids from
trappers and share the proposals
with the Committee.” (1/14/15)
“Pilot Trial of rodenticides vs
tapping done in 2012, biased &
scientifically indefensible.”
• In 2012, the Agriculture Department ran an extensive, in-house ground squirrel
live trapping trial to determine the feasibility of using live traps to protect critical
County infrastructure from ground squirrel burrowing.
o The trapping was successful in that staff were easily able to capture 152
ground squirrels in the 1,200 linear foot trial area along a County road over
the 5 day trial period.
o The squirrels were euthanized on site by the California Department of Fish
and Wildlife.
o Unfortunately, squirrels from the surrounding area quickly moved into the
vacant burrows. This makes trapping ineffective in areas with
surrounding pressure from ground squirrels
o When the Department uses rodenticide bait, the squirrels do not move back
into the vacant burrows for an extended period of time. The Department
surmises that because baited squirrels die mostly in their burrows, the
carcasses repel any newcomers.
.
o The Department found that live trapping would be prohibitive. It would cost
$5,074/linear mile compared to $220/linear mile using bait. The Department
treats around 925 linear miles of roadway each year.
o Note that along roadsides, the Department spreads bait in a 12 to 15 ft wide
swath at a rate of 2 to 3 oat kernels per square foot only in areas where
ground squirrels are active. This treatment method takes advantage of the
natural foraging habit of the ground squirrel, an animal that is highly adapted
to finding individual seed kernels on the ground.
o The Department verified the expense by contacting 2 pest control
contractors. Using their fees per hour or per squirrel trapped, the
Department estimated that the cost to use a contractor to trap ground
squirrels would be between $12,524 and $16,700 per linear mile. This does
not compare favorably to the Department estimate of $5,074/linear if work
were done by Department staff.
o Note that at the $25/squirrel rate quoted by PfSE, it would cost the
County $16,720/linear mile if the ground squirrel catch rate were
similar to the 152 squirrels/1,200 linear feet.
o We are assuming that Susan JunFish’s 7/20/16 comment on the cost of
trapping ground squirrels comes from the IPM plan for Rodent Control for
This is 3 times more than it
cost for Agriculture Department personnel to trap over a linear mile, so using
a contractor would not save money, even if this method were effective.
March 20, 2018 CCC Board of Supevisors Minutes 310
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
(8/26/15)
“Cost of trapping inflated.”
(8/26/15)
“Trapping [for ground squirrels]
costs about 50% more according to
a Ventura County Ag Dept report,
or approximately $80,000 more for
CCC.” (7/20/16)
Flood Control Facility Protection approved by the Ventura Board of
Supervisors in December 2006. PfSE provided a copy of this IPM plan to the
IPM Committee a number of years ago. In a table in that IPM plan, the
county summarizes the costs for various treatments for grounds squirrels.
The table makes it clear that the costs are “estimates [for] one treatment
event for a typical [flood control] facility.” The Ventura IPM plan estimates
the cost of trapping to be almost 100% more than the cost of broadcasting
diphacinone bait ($1700 for baiting vs. $2900 for trapping). Note that the
report does not define the “typical facility”, so it is not possible to compare
their estimates to the actual costs experienced in Contra Costa County. Note
also that Ventura did not run a trial prior to adopting their IPM plan to
determine the real costs of trapping or whether that strategy could be
effective within the 3 “treatment events” the IPM plan recommends. It is not
clear how Ms. JunFish calculated the $80,000 extra needed to trap ground
squirrels in Contra Costa County.
o One of the pest control contractors who was contacted for an estimate said
he had also observed the ineffectiveness of trapping in areas with
surrounding ground squirrel pressure.
o The Department also observed some other unexpected outcomes:
Traps were checked daily, but staff found squirrels bloodied and
wounded from fighting with each other or trying to chew their way out of
the traps.
Traps were vandalized by the public even though large signs warned
people to leave the traps alone. This exposed the public to health risks
from bites and scratches and from transmissible diseases carried by
ground squirrels.
o In certain small areas that have a limited number of ground squirrel colonies,
live trapping may be a viable alternative.
• Santa Clara County Regional Parks find live trapping effective for their limited use
of the method. They trap squirrels around Regional Park buildings to prevent
undermining of foundations. This is a very small area compared to the hundreds
of miles of roads involved in CCC. Park rangers are close by to educate the
public and to observe the traps continually. This reduces vandalism and allows
park personnel to have squirrels dispatched soon after they are trapped, which
prevents harm to the squirrels from fighting or gnawing the cage.
• In March 2006, the Ventura County Board of Supervisors directed county staff to
avoid the use of anticoagulant rodenticides within county-owned properties and
facilities. To address these concerns, the county hired a consultant and formed
an ad hoc committee. The County developed an IPM program and as a result of a
subsequent study, the ad hoc committee and the Board recommended broadcast
baiting with diphacinone as the primary control method for ground squirrels. The
Board approved this program in December 2006.
• The CCC Agriculture Department has also evaluated kill traps but has chosen not
to use that method for many reasons, including the increased risk of taking non-
target animals, the risk of injury to curious children, and the expense.
Burrowing rodent control
1/20/17-IPM From Parents for a Safer In 2017, the IPM Committee heard a presentation on the use of carbon monoxide
March 20, 2018 CCC Board of Supevisors Minutes 311
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
11/16/17-IPM Environment (PfSE):
The IPM Committee should
investigate the use of carbon
monoxide for controlling burrowing
rodents.
and carbon dioxide for burrowing rodents.
Dr. Roger Baldwin, from UC Cooperative Extension, gave the presentation on
carbon monoxide (CO) and made the following points:
• His research was done in alfalfa fields, but it probably relates fairly well to rights-
of-way. (In CCC, the greatest amount of rodenticide is used on rights-of-way to
reduce damage from ground squirrels. A tiny amount of rodenticide is used in
Special Districts for gophers, and no rodenticides are used in County grounds.)
• Using CO in rights-of-way will cost more than it did in his alfalfa fields. Efficacy
still varies tremendously from site to site. It works best when soil is moist and not
sandy.
• It takes 3-4 minutes to treat each burrow, and other openings must be covered
with soil, so the gas does not escape. It would be difficult to try to dig up hard
packed clay in the summer to cover burrow openings. Sand bags might work, but
they are heavy and time-consuming to load, unload, and carry to and from the
truck to each hole.
The Grounds Division Vertebrate Pest Manager already uses carbon dioxide to kill
gophers and moles in County landscaping, in addition to trapping. In the summer of
2017, the Grounds Division hosted a demonstration of the carbon monoxide
machine, which they are considering purchasing.
Using either CO or CO2 along County roads would likely be very costly due to the
many miles of road and the many ground squirrel burrows along some sections of
road. It would be most effective in the winter or spring when the soil is wet and
prevents gasses from leaking out. The Agriculture Department, the entity that
manages ground squirrels for the Public Works Department, is engaged in invasive
weed control and other duties during that time of year and could not attend to
ground squirrels as well. In August when the Department has traditionally handled
ground squirrels, the soil is dry and hard. Gasses leak out in dry soil, and as
mentioned above, covering holes would be challenging.
CCC is the only Bay Area county using rodenticides for ground squirrels
12/5/13-TWIC
10/9/14--TWIC
7/20/16-IPM
From Parents for a Safer
Environment (PfSE):
“[Contra Costa is] currently the only
Bay Area county to continue to use
the archaic and non-specific to
target pest method of rodenticides
to kill grounds squirrels”
“It’s great that the Agriculture
Department has decreased usage
of rodenticides from 36,615 pounds
[of treated grain] applied two years
ago to 14,391 pounds [of treated
grain] applied in the most recent
fiscal year. However it is still
14,301 pound [sic] more of bait
applied than all Marin, San
Francisco, and Santa Clara
counties combined that do not use
any rodenticides at all in open
Note that CCC uses diphacinone-treated bait to protect critical infrastructure in the
County from damage caused by ground squirrel burrowing. Diphacinone is a 1st
generation anticoagulant that is less toxic and less persistent in animal tissues than
2nd generation anticoagulants. The Agriculture Department endeavors to maintain a
relatively ground squirrel-free 100 ft buffer along various County roads (mainly in
East County), along levees and railroad embankments, and around earthen dams
and bridge abutments. To maintain this buffer, the Department treats a 12 to 15 ft.
swath.
o Alameda County engages in a ground squirrel treatment program using
diphacinone bait that is very similar to CCC. They treat roadsides and levees
and Zone 7 Water District sites and use a similar amount of diphacinone-
treated bait.
• The City and County of San Francisco does not have ground squirrel problems to
contend with; however, as of February of 2016, their IPM program allows the use
of bromadiolone bait (a 2nd generation anticoagulant rodenticide) for rats at the SF
Airport and by commercial lessees on city properties that are not adjacent to
natural areas. Second generation anticoagulants are more toxic and more
persistent in the tissues of poisoned animals than 1st generation anticoagulants,
such as the diphacinone that CCC Department of Agriculture uses. Bromadiolone
persists in liver tissues for 248 days compared to 90 days for diphacinone which
March 20, 2018 CCC Board of Supevisors Minutes 312
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
space.” (10/9/14) makes sub-lethally poisoned animals walking hazards for predators much longer.
• Note that as of February 2016, San Francisco allows the use of diphacinone for
baiting rats in areas with high public health concerns and where trapping is
infeasible. CCC uses only trapping to control rats and mice in and around County
buildings. But note also that CCC is far less urbanized than San Francisco, and
therefore does not have the same kind of severe pest pressure from rats.
• Marin and Napa County Public Works Departments reported that they have
nowhere near the kind of ground squirrel populations that East Contra Costa
County has, and consequently, they don’t do anything about the few ground
squirrels along their roads.
The County should use volunteers and free labor
12/5/13-TWIC
3/6/14-TWIC
2/17/16-IPM
11/16/17-IPM
From Parents for a Safer
Environment (PfSE):
The County should use free labor
programs
• This could be particularly helpful around County buildings. The Grounds Manager
would welcome Parents for a Safer Environment (PfSE) volunteers to pull weeds
at particular sites, but PfSE would first need to negotiate with the County to
determine if PfSE volunteers would be permitted work on County landscaping. If
the work were approved, PfSE would need to organize and supervise the
volunteers.
• Note that County unions have protested the use of inmate labor for jobs that
could be filled by union members. The union recently won a grievance against the
Sheriff’s Department regarding the use of inmate labor for grounds maintenance
work. The union has filed a grievance against the fire department regarding the
use of inmate labor to clear brush. The Grounds Manager does not anticipate that
PfSE volunteers pulling weeds would precipitate these kinds of union actions.
• In the County’s other IPM programs, using volunteers is more difficult.
o “Free” labor involves considerable County resources including outreach to
solicit volunteers, planning and organizing work sessions, staff time for
training volunteers, transportation of volunteers, equipment for volunteers
and staff time for supervision.
o Almost all of the Agriculture Department’s noxious weed program involves
activity on private land or on lands that are not owned or managed by the
County. Use of volunteer help in these areas would involve liability for those
land owners or managers.
o Much of the Public Works Department’s creek and roadside vegetation
management involves work in dangerous areas such as roadsides or steep
and rocky slopes and requires the use of hazardous equipment such as
chain saws and brush cutters. County liability for volunteers performing this
kind of work would be extremely high.
o The County’s structural IPM program is not suited to the use of volunteer
labor.
• Note that the County does use volunteers, most notably in creek restoration and
clean up, for creek water quality monitoring and for outreach to the public about
creek water quality and the value of healthy creeks and watersheds.
Grazing has no significant impact on water quality
12/4/14-TWIC
8/26/15-Email
From Parents for a Safer
Environment (PfSE):
“…[I]n each of the four case
• The County is aware that grazing does not have a significant impact on water
quality. Economics and not water quality is the limiting factor in the vegetation
management situations in the County. Public Works continues to expand its
grazing program where it is most appropriate and/or cost-effective, and grazing
March 20, 2018 CCC Board of Supevisors Minutes 313
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
studies, grazing had NO significant
impact on water quality. It is my
hope that this research can provide
decision makers with confidence
that managed grazing is an
effective, economical and safe
vegetation management tool along
watercourses.”
“Small PfSE Pilot Trial in 2009
showed no contaminants
downstream of grazing.” (8/26/15)
has become a permanent tool in the County’s IPM Toolbox.
The County should expand goat grazing and competitive planting
12/5/13-TWIC
3/5/14-TWIC
2/17/15-IPM
8/26/15-Email
7/20/16-IPM
5/11/17-IPM
11/16/17- IPM
From Parents for a Safer
Environment (PfSE):
“The County should expand the
competitive planting and goat
grazing programs”
“[One decision-making document]
asserts that goat grazing costs
much more than herbicide
spraying; however it appears the
cost of grazing during the in-
season are [sic] being compared
with herbicide usage. Other case
studies we are evaluating show
that grazing is cost effective and
even cheaper than herbicide
usage.” (2/17/15)
Grazing costs are inflated and cost
of herbicide use is deflated.
(8/2615)
“With evidence that grazing causes
no more damage and can be less
expensive in the short term and
also less risk to public health and
the environment, we need to
expedite moving away from
herbicide usage and utilize more
grazing.” (7/20/16)
• The County Flood Control District is partnering with Restoration Trust, an
Oakland-based non-profit, in a native planting experiment along Clayton Valley
Drain (near Hwy 4 adjacent to Walnut Creek). The study involves planting 2
species of native sedge and 1 species of native grass. These are perennial
species that stay green year round and are resistant to fire. The plants are
compatible with flood control objectives because they do not have woody stems,
and during flood events, they would lie down on the slope, thus reducing flow
impedance. They are not sensitive to broadleaf herbicides that will be needed to
control weeds at least until the plants have spread enough to outcompete weeds.
County volunteers installed the first plantings on December 7, 2013
• Note that it is conceivable that herbicides may always have to be used on these
plantings to prevent the area from being overrun with weeds because the
surrounding weed pressure is very high.
• Restoration Trust will be monitoring the test plots through 2018 to assess the
survival of the native plants and their degree of successful competition with non-
native annual species. The County will gather information over the same time
period to determine whether, how, and where to expand this kind of planting. The
County cannot expand this project without data on its costs and viability.
• Over the last 3 years, the Public Works Department has expanded its use of goat
grazing considerably. In FY 12-13 they grazed 74 acres, in FY 13-14 they grazed
183 acres, and in FY 14-15 they grazed 367 acres. It is now a regular
management tool for the Department. Every site the County manages differs in
the ease with which goats can be used and their suitability for managing
vegetation. The Department uses goats where they are appropriate and cost
effective, and continues to gather data on costs and long-term effectiveness at
individual sites. Cost is affected by many factors:
o The size of the site—loading and unloading the animals is a fixed cost, so
small sites cost more per acre than large sites
o The ease of access to the site—the harder it is to get the goats into an area,
the more expensive it is
o The availability of water—if water must be trucked in, the cost is greater
o The security of the site—the more fencing that is required and the more the
fences must be taken down and erected within the site both increase the cost
o The time of year—because of the law of supply and demand, cost is greater
during the peak grazing season
o The presence of endangered species—sites with endangered species and
March 20, 2018 CCC Board of Supevisors Minutes 314
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
other restrictions from the State Dept. of Fish and Wildlife are good candidates
for grazing regardless of the cost
• Although the cost of off-season grazing is less expensive than during the peak
grazing season, Public Works cannot effectively manage all the weeds that grow
in the Flood Control District only with off-season grazing.
• In 2016 Public Works continued to use grazing wherever possible and to allow
the grazer to stage goats on various channels and in detention basins in
exchange for free vegetation management from the goats.
• In FY 15-16 the County used goats to graze a total of 315 acres which included
158 free acres. Without the staging arrangement with the grazer, the County
would have paid around $950/acre for grazing. With the free acres, the cost
came down to $470/acre. This is twice what it costs to treat creek banks with
herbicide ($222/acre).
Considering least-toxic alternatives before choosing pesticides
12/5/13-TWIC
2/26/14-IPM
2/17/15-IPM
8/6/15-IPM
8/26/15-Email
11/4/15-IPM
2/17/16-IPM
11/16/17-IPM
From Parents for a Safer
Environment (PfSE):
“Staff has still not demonstrated
that for each pest control problem,
least toxic alternatives were
evaluated prior to choosing
pesticides.”
Estimates for costs of herbicide
applications need to include cost of
permits, tracking requirements,
storage of chemicals, licensing,
training, etc.
“The IPM Advisory Committee has
not yet reviewed several key data
in the [decision-making documents]
that justify using broadcast
herbicide spraying along Right of
Ways and rodenticide usage in
open space.” (2/17/15)
“Also, has the county investigated
least toxic methods in accordance
with the IPM Policy?” (8/6/15)
• In 2012, the IPM Committee developed a form for recording IPM decisions made
by the Departments. In 2013, each IPM program in the County produced at least
1 decision-making document for a specific pest or pest management situation
(the Agriculture Department produced 2 documents that year).
• These documents show which least-toxic alternatives are considered and tested,
which are being regularly employed, which are not, and why.
• In 2013, 2014, 2015, 2016 & 2017, each new decision-making document was
extensively reviewed by the Decision-Making subcommittee with PfSE members
in attendance.
• Recording the thought processes and decision-making path for each pest or pest
management situation takes considerable time (approximately 40 hours of work
per document).
• In 2014, the Decision-Making subcommittee reviewed and, after numerous
revisions, accepted 4 more decision-making documents. These discussions were
conducted in public with members of PfSE in attendance.
• In 2015, the Weed subcommittee reviewed and revised 1 more decision-making
document which covered how the County decides to use grazing as a
management tool.
• In 2014, the Cost Accounting subcommittee chose to research the costs
associated with altering landscapes around County buildings to require less
maintenance, less water, and less herbicide. The subcommittee concluded that
this is a very worthy goal, but more complicated to achieve than expected. Sites
must be considered individually because one plan will not fit all, and in the midst
of severe drought, it is not the time to begin replanting. The subcommittee also
explored the idea of replacing lawns with artificial turf, but decided that it is not
the answer except in very specific, limited situations. Artificial turf has high up-
front costs, still requires maintenance, can become infested with weeds growing
in soil that accumulates on top of the mat, and has environmental consequences
at the end of its life,
• Herbicide treatment costs reported in IPM Annual Reports from 2013 onward
include all associated costs mentioned by PfSE. When costs are compared in
future documents, every effort will be made to include all related costs for both
pesticides and alternatives.
March 20, 2018 CCC Board of Supevisors Minutes 315
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
Excessive pesticide use in CCC
12/5/13-TWIC
2/26/14-IPM
12/4/14-TWIC
3/10/15-IPM
2/17/16-IPM
3/16/16-IPM
7/20/16-IPM
11/16/17-IPM
From Parents for a Safer
Environment (PfSE):
Contra Costa County uses more
pesticide than any other Bay Area
County (or, than several Bay Area
Counties combined)
“lack of progress is evident in that
the county has not significantly
altered their use of pesticide since
2009”
“The single most underlying
problem I see in the IPM Program
is that there is little to no leadership
in guiding the County to reduce
pesticides. (12/4/14)
“Compare the quantity and the type
of pesticides being used by
neighboring counties of Marin,
S.F., and Santa Clara Counties
[sic] for the same pest problems.”
(2/17/16)
“…I am concerned about the
exponential increase of herbicides
being applied by the Grounds
program in the last fiscal year [FY
14-15].” (3/16/16)
“The Right of Ways program of
Public Works alone used over
10,200 lbs of pesticides last fiscal
year, using 20 herbicides…These
[sic] program needs review of why
so much pesticides are required
and at such high rates.” (3/16/16)
“…CCC Ag Dept’s usage of the
active ingredient diphacinone
rodenticides in the last 5 years
increased by 15% in open space,
with a 90% increase between the
last 2 years.” (7/20/16)
“The Public Works Department’s
Grounds Program in the last 5
years increased their herbicide
usage by 73%. CCC Grounds
program used 700% more
herbicides than the counties of
Santa Clara and Marin combined
last year [presumably 2015] (600
lbs vs 100 lbs) even when Santa
• The assertion that CCC uses more pesticide than any other Bay Area County, or
other counties combined, is hard to evaluate since staff have not seen current
pesticide use figures for County operations in other Bay Area Counties.
• This could be researched, but would take time. It is difficult to compare counties,
all of which vary greatly in their size, their budgets, their staff, their pests, their
weather, and the kinds of responsibilities they choose to undertake. Staff feel that
comparing pesticide use in various counties is not particularly relevant to how
well Contra Costa County operations are implementing IPM.
• In 2012 and 2013, the IPM Data Management subcommittee undertook to find
additional metrics to evaluate the County’s IPM programs. This proved to be a
difficult task, and the committee’s research did not discover any unique or
innovative measures for evaluating IPM programs in other Bay Area counties, or
across the U.S.
• The subcommittee agreed that pesticide use data do not reveal whether the
County is implementing IPM, and so in 2012, the subcommittee developed the
IPM Priority Assessment Tool. This is a compilation of IPM best management
practices (BMPs). The subcommittee asked the Departments to fill out the form in
2012 and 2013 and report the percentage of implementation of each of the
BMPs.
• It is important to understand that pesticide use can increase and decrease from
year to year depending on the pest population, the weather, the invasion of new
and perhaps difficult to control pests, the use of new products that contain small
percentages of active ingredient, the use of chemicals that are less hazardous
but not as effective, the addition or subtraction of new pest management projects
to a department’s workload, and cuts or increases to budgets or staff that change
priorities or workload.
• From FY 00-01 through FY 16-17, the County has reduced its pesticide use by
75% --from 18,931 lbs of active ingredient in FY 00-01 to 4709 lbs of active
ingredient in FY 16-17.
• Since FY 00-01, each Department has been evaluating its pesticide use and
researching options for eliminating or reducing pesticide use. By 2015 County
operations had eliminated the use of 24 of the 31 “Bad Actor” pesticides that they
had been using and had reduced the lbs of “Bad Actor” active ingredients by
84%.
• The County’s pesticide use trend follows a trend typical of other pollution
reduction programs. Early reductions are dramatic during the period when
changes that are easy to make are accomplished. Once this “low-hanging fruit”
has been plucked, it takes more time and effort to investigate and analyze where
additional changes can be made. The County is entering this period, and if further
reductions in pesticide use are to be made, it will require time for focused study
and additional funding for implementation.
• Note that County operations use about 2% of all the pesticide (active ingredients)
that is required to be reported in the County. The total reported to the state does
not include homeowner use, which researchers suspect is a considerable
amount.
• In FY 14-15, the Grounds Division used only 1/3 of the pesticide it used in FY 00-
01. The amount used in FY 14-15 was 154 lbs. of active ingredient less than in
March 20, 2018 CCC Board of Supevisors Minutes 316
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
Clara county has at least 50%
more grounds requiring
management.” (7/20/16)
The Public Works Department’s
Facilities program manages pests
in buildings and has been doing
great until last year when
insecticide usage inside building(s)
[sic] went up past 8 lbs.” (7/20/16)
FY 13-14.
• In FY 14-15 the Public Works Roadside and Flood Control Channel Maintenance
Division (the “Right of Ways program” that PfSE refers to) used 4,780 lbs. of
pesticide active ingredients. This is a little more than ¼ of the pesticide they used
in FY 00-01.
• In FY 14-15 the Agriculture Department used 346 lbs. less of the anticoagulant
diphacinone than the previous year. In FY 15-16, the Department reduced its use
even further. In FY 14-15 the Department used 154.7 lbs of diphacinone and in
FY 15-16 it used 76 lbs. Over the last 5 years, this is a dramatic decrease of 86%
and a decrease of 95% from the 1420.7 lbs. used by the Department in FY 00-01.
• The Grounds Division use of herbicide has indeed increased over the last 8
years. The Recession and its attendant budget cuts, along with decisions by the
former Grounds manager to stop almost all herbicide use, contributed to several
years of minimal use. Weeds and their seeds were not managed effectively for
several years resulting in large weed and weed seed loads at many County
properties. Over the last 6 years, the current Grounds Manager and his crew
have been working very hard to reduce the weed pressure and improve the
aesthetics of County landscaping. This has included the application of prodigious
amounts of woodchip mulch and reducing irrigation to prevent weeds, but it has
also meant the use of more herbicide. Inadequate budgets and staffing problems
have made the recovery of County properties slow. Currently (2016) the Division
is in much better shape and has enough money and almost enough staff to
properly maintain County landscaping. As the crew reduces the weed load, they
can more easily maintain relatively weed-free landscapes with physical methods
such as handpulling and mulching.
• Pestec, the County’s structural pest management contractor that manages pests
in and around buildings, has been battling very large ant populations the last 2
(2015 and 2016) years, and this has increased the amount of insecticide used.
Insecticides for ants are all in the form of baits and pose very little exposure for
County staff and wildlife.
CCC should do more IPM training and outreach to County staff and the public
12/5/13-TWIC
2/17/16-IPM
3/16/16-IPM
11/16/16-IPM
3/16/17-IPM
From Parents for a Safer
Environment (PfSE):
“the County IPM Coordinator and
the IPM Advisory Committee
[should] provide annual IPM
training and outreach programs to
both county staff and the public”
The County should “provide
training and conferences such as
those conducted by Santa Clara
and San Francisco counties which
train hundreds of interested
participants.”
“I would like to see Contra Costa
County, with more resources than
[Parents for a Safer Environment],
facilitate some training for
• The IPM Committee is an advisory body to the Board of Supervisors and does
not have a budget, nor does it have the staff or the mandate to provide outreach
and training.
• There is no need to duplicate San Francisco and Santa Clara’s regional IPM
conferences, and it would be impossible for the IPM Coordinator to do so without
staff and budget.
• In 2012, the IPM Coordinator partnered with cities in CCC to provide a half-day
landscape IPM training to City and County staff and will probably do so again in
the future.
• The IPM Coordinator provides extensive education in person and over the phone
to County staff and Contra Costa citizens on bed bug awareness and an IPM
approach to managing bed bugs. The IPM Coordinator produces educational
materials on bed bugs for professionals and lay people. Materials are housed on
the Health Services bed bug website (cchealth.org/bedbugs).
• The Departments provide annual training to County staff that includes IPM.
• County staff attend numerous trainings and conferences that include IPM training
March 20, 2018 CCC Board of Supevisors Minutes 317
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
municipalities in our county for
some of the toughest problems that
trigger pesticide usage…”
(11/16/16)
in order to stay current on pest management research and to maintain their
various licenses.
• The Department of Agriculture has a biologist on-call from 8 AM to 5 PM each
weekday to answer questions from the public about pests and pest management.
Biologists base their responses on IPM principles and on materials and resources
from the U.C. Statewide IPM Program.
• Every day in the course of their work, County staff from Public Works, Health
Services and the Department of Agriculture engage citizens in dialog about the
pest management work the County does and the IPM principles the County
employs.
• The Department of Agriculture provides many training sessions each year on
pesticide safety (including IPM issues) to growers, farm workers, agencies, and
the pest control industry.
• The Department of Agriculture is a member of the Egeria densa Integrated Pest
Management Committee and developed the Contra Costa Delta/Discovery Bay
Region Brazilian Waterweed (Egeria densa) Integrated Pest Management Plan.
• The County Clean Water Program sponsors an annual Bay Friendly Landscaping
training for County staff and professional landscapers throughout the county. This
training includes information about IPM and about reducing inputs into and
outputs from landscaping activities to prevent pollution in creeks and the Bay.
• The County Clean Water Program provides support for watershed coordinators
and friends of creeks groups that coordinate volunteers to conduct general
outreach to the community about water quality in creeks and the value and
importance of wildlife habitat, watersheds, and creek restoration.
• The County Clean Water Program provides support to the Bringing Back the
Natives Garden Tour which educates the public about the many benefits of
gardening with California native plants.
• The County Clean Water Program supports the Our Water, Our World Program in
Contra Costa County (a program originally developed by CC Central Sanitary
District). This program provides in-store IPM education directly to consumers who
are purchasing pesticides. IPM training is also provided for nursery and hardware
store employees.
• In 2014 the County Clean Water Program launched 3 other IPM and pesticide
public education programs.
• The Contra Costa Master Gardener Program trains volunteers with a curriculum
that includes IPM. Master Gardener volunteers are available Monday through
Thursday from 9 to Noon to answer gardening and pest management questions
from the public. Advice is based on materials and resources from the U.C.
Statewide IPM Program. Master Gardeners also provide presentations on
gardening and IPM to a broad cross section of Contra Costa citizens.
• The IPM Coordinator accepts many speaking engagements throughout the
County and the region to provide training on IPM and especially on bed bug
issues.
• The IPM Coordinator and other County staff have been working closely with cities
to provide guidance on the bed bug infestations they are experiencing.
• The IPM Coordinator is working with Code Enforcement in the City of Richmond
to develop bed bug training for Code Enforcement officers throughout the state.
• Every month the IPM Coordinator spends a significant number of hours talking
March 20, 2018 CCC Board of Supevisors Minutes 318
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
with citizens about least-hazardous bed bug control.
• The Agricultural Department represents the California Agricultural
Commissioner’s and Sealer’s Association as the sitting member of the California
Invasive Species Advisory Task Force.
• In October 2013, County staff attended a Parents for a Safer Environment’s IPM
workshop and found it informative. Parents for a Safer Environment can provide a
useful community service by hosting more such workshops.
• In April 2014, the IPM Coordinator provided an in-person IPM tutorial for the
Grounds Division’s new spray technician.
• In May 2014, the IPM Coordinator arranged an IPM workshop given by Pestec,
the County’s Structural IPM Contractor, for the County’s Head Start Home Base
educators. Pestec presented information on how to prevent pests in the home
and simple, non-toxic strategies for low income families to use to combat pest
invasions. Home Base educators provide in-home education to Head Start
families.
• In May 2014, the Contra Costa Environmental Health Division sponsored a
workshop on IPM for bed bugs for County Environmental Health Inspectors and
code enforcement officers in Contra Costa municipalities.
• In July 2014, the County hosted a presentation by the U.C. Horticultural Advisor
on how landscapes should be managed during drought and how to plan
landscapes for what is likely to be continual droughts. County staff, both
administrators and maintenance personnel, along with park personnel from the
city of Danville attended.
• In July 2014, the IPM Coordinator provided a bed bug awareness training for the
residents of Meadow Wood at Alamo Creek, a senior living facility in Danville,
along with subsequent consultation with individual residents and staff.
• In September 2014, the IPM Coordinator provided the Greater Richmond
Interfaith Program with assistance for a bed bug infestation at their Family
Housing Program.
• In February 2015, the IPM Coordinator met with staff at the Bay Area Rescue
Mission in Richmond to discuss bed bug prevention.
• In June 2015, the IPM Coordinator completed an IPM Guidance manual for
municipalities in Contra Costa County with help from Beth Baldwin of the County
Clean Water Program and Stephen Pree of the City of El Cerrito. The three had
worked for 2 years to develop IPM guidance for cities on implementing IPM and
to develop standard operating procedures for various pests. The three presented
an IPM workshop for municipal staff that included information on how to use the
manual and resources available to them within the County.
• In November 2015, the IPM Coordinator and Luis Agurto from Pestec provided a
bed bug training for County Adult Protective Services staff who have been
encountering bed bug problems in their clients homes more frequently.
• In April 2016, the IPM Coordinator helped arrange a County-sponsored Bay
Friendly Landscaping refresher training at the Pittsburg Civic Center open to all
Bay Friendly certified landscaping professionals in the County.
• In April 2016, the IPM Coordinator and Luis Agurto from Pestec provided a bed
bug awareness training for staff from the Behavioral Health Division.
• In May 2016, the IPM Coordinator arranged a talk on mosquitoes as vectors of
disease by Dr. Steve Schutz of CC Mosquito and Vector Control for the IPM
March 20, 2018 CCC Board of Supevisors Minutes 319
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
Advisory Committee.
• In May 2016, the IPM Coordinator gave a class in home and garden pests at the
Gardens at Heather Farms for the general public.
• In May 2016, the IPM Coordinator helped arrange a talk at the Richmond Civic
Center on vertebrate pest management for County and municipal staff and
professional landscapers.
• In May 2016, the IPM Coordinator provided a bed bug prevention training to the
County’s Discovery House staff.
• In June 2016, the IPM Coordinator and Carlos Agurto from Pestec provided a bed
bug prevention refresher training to the Concord Homeless Shelter and Calli
House youth shelter staff.
• In July 2016, the IPM Coordinator provided bed bug prevention trainings for both
Adult Mental Health and Older Adult Mental Health staff.
• In August 2016, the IPM Coordinator provided bed bug prevention trainings for
the Behavioral Health safety coordinators and for a group of board and care
owners and managers.
• In October 2016, the IPM Coordinator provided a bed bug prevention talk for
homeless care providers, worked with the City of Richmond to create a plan for
managing bed bugs in their city, and talked to staff at 1650 Cavallo about
preventing ant infestations.
• In January 2017, the IPM Coordinator gave a presentation on bed bugs for a
group home in Antioch.
• In February 2017, the IPM Coordinator provided the IPM presentation for the Bay
Friendly Landscaping training in Concord.
• In February 2017, the IPM Coordinator gave a bed bug talk at a home for HIV
patients in El Cerrito.
• During the spring of 2017, the IPM Coordinator consulted on a project of the
Alameda County Healthy Homes program to create a three-part online training
series on IPM for landlords and property owners.
• In May of 2017, the IPM Coordinator participated in a bed bug investigation of a
motel in Richmond and helped to educate the owner about bed bug prevention.
• In August, the IPM Coordinator gave a bed bug awareness presentation to WIC
staff.
• During the summer of 2017, the IPM Outreach subcommittee of the IPM Advisory
Committee developed a short presentation on pest management in homes for
County in-home visitors. The subcommittee has three presentations scheduled
through the end of 2017, and will be contacting additional groups for
presentations in the new year. As of January 2018, the subcommittee had given 4
presentations which trained 112 in-home visitors about the risks of pests and
pesticides in the home and explained prevention and control measures for
common pests. The subcommittee has 8 more presentations scheduled as of
January 2018.
• In August of 2017, the IPM Coordinator and Carlos Agurto from Pestec, the
County’s structural pest management contractor, provided a bed bug prevention
training for Calli House Youth Shelter staff. In September, the IPM Coordinator
provided a bed bug prevention presentation for WIC staff. In January and March
2018, they Pestec and the IPM Coordinator will provide additional training for all
March 20, 2018 CCC Board of Supevisors Minutes 320
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
staff from all of the County shelters. They had provided this training in the past,
but will now provide it at least annually to make sure new staff understand the
threat, how to take precautions, and how to prevent infestations.
Violations of the Brown Act
12/5/13-TWIC
3/2/15-TWIC
8/6/15-IPM
2/17/16-IPM
From Parents for a Safer
Environment (PfSE):
“continued violations of the Brown
Act including repeated disposal of
original meeting minutes, repeated
failure to provide public records at
all or much later than 10 working
day, and meeting minutes that do
not accurately reflect comments
made or not made by participants”
“our county’s IPM policy and the
Public Records Act have been
violated at least on a quarterly
basis by staff since 2009.” (3/2/15)
“We are still waiting to learn where
Fusilade II Turf and Ornamental
herbicide had been applied by the
Grounds Program in the past
years” (8/6/15)
• Staff always respond within 10 days to public records requests. In almost all
cases staff respond within 1 to 3 days. The only reason for delay has been to find
and collect documents that have been requested.
• The County takes public records requests seriously and responds promptly to
each one.
• Hand written meeting minutes are recycled after official minutes have been typed
up. Official minutes, once approved by the IPM Committee, are posted on the
IPM website.
• The IPM Committee approves the minutes for each meeting. The public is
provided time to comment on the minutes, and as the IPM Committee sees fit, the
minutes are corrected.
• Staff are ready to respond to any specific instances or claims of Brown Act
violations. Staff maintain written logs of all public records requests.
• On July 8, 2015 Susan JunFish formally requested information about Fusilade
use by the Grounds Division. On July 16, 2015 the IPM Coordinator provided her
with a chart, created for her, showing how much and where Fusilade was used (0
used in FY 12-13 and FY 14-15 and 0.1 pound used once in a parking lot in FY
13-14).
Financial incentives to serve on the IPM Committee/Conflict of interest on the IPM Committee
12/5/13-TWIC
1/14/15 IPM
3/2/15-TWIC
2/17/16-IPM
From Parents for a Safer
Environment (PfSE):
The County should “discourage
financial incentives of [IPM
Committee] applicants by providing
a minimum of a 5 year moratorium
for those who serve to be eligible
for receiving a county contract or
any funding”
“In 2009, Michael Baefsky, a
community representative of the
IPM Advisory Committee received
a contract with the former General
Services Department according to
a document from Terry Mann,
former Deputy Director of the
General Services Dept. After
receiving that contract, Mr.
Baefsky’s behavior on the
Committee changed significantly.”
• Staff disagree that there are any kinds of financial incentives to serve on the IPM
Advisory Committee, but will defer to the Board of Supervisors on whether to
impose such a moratorium.
• If the public has evidence of financial incentives for serving on the IPM
Committee, we request that they bring that evidence forward.
• Michael Baefsky was not a member of the IPM Advisory Committee when he was
asked to contract with General Services to advise the County on non-chemical
methods to manage weeds on the Camino Tassajara medians in 2009. His
contract ended in 2009. That year he attended meetings of the IPM Task Force,
an informal body with no official appointees. The IPM Advisory Committee was
not created until 2010, and he was appointed by the Board to an At-Large seat in
2010. He has held no contracts with the County since 2009.
• The IPM Committee bylaws state the following in sections III.B.2&3:
• “Contractors who provide pest management services to the County may
not serve on the Committee. The exception is A.1.d., above, the Current
Structural Pest Management Contractor with General Services
Department.
• “If a member’s work status or residence changes, he/she must notify the
Committee in writing, within thirty (30) days of their change in status. The
Chair will review the change of status and determine if the member is still
eligible for membership according to these by-laws. If they are found to be
ineligible, the member will be asked to resign his/her position.”
March 20, 2018 CCC Board of Supevisors Minutes 321
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
Monetary compensation or gifts from pesticide salespeople
12/5/13-TWIC
3/2/15-TWIC
From Parents for a Safer
Environment (PfSE):
“We are requesting that TWIC
require that all staff involved in
ordering pesticides from
salespersons fill out a form
disclosing any monetary
compensation or any other forms
of gifts from pesticide
salespersons”
• County staff do not receive (and have not been offered) gifts or compensation in
any form from pesticide salespeople or any other salespeople. Accepting gifts or
compensation would be against County policy5
• If the public has evidence of County staff taking bribes, we urge the public to
provide that evidence for investigation.
and would subject staff and their
departments to disciplinary action
IPM Committee did not accept all of Parents for a Safer Environment’s priorities as their own
2/12/14-TWIC
11/16/17-IPM
1/17/18-Email
From Parents for a Safer
Environment (PfSE):
The IPM Committee is planning to
include only 70% of PfSE’s
priorities as the Committee’s
priorities for 2014
Taking PfSE’s priorities into
consideration (11/2017 & 1/2018)
• The IPM Committee devoted more than an entire meeting to the discussion of its
work priorities for 2014. The public was fully involved in the discussion and PfSE
provided documents and testimony detailing their own priorities. The Committee
had a thorough discussion and then voted on which priorities to pursue.
• The IPM Committee continues to hear from PfSE about, and involve them in,
setting priorities for the Committee (11/2017 and 1/2018).
IPM Coordinator references statements by members of Parents for a Safer Environment that were never made
3/2/15 From Parents for a Safer
Environment (PfSE):
“PfSE members also feel a lack of
goodwill and collaboration when
the IPM Coordinator references
statements by members that were
never made. For example, in the
Response Table, it states that a
PfSE member stated at the
February 12, 2015 [sic] TWIC
meeting that ‘The IPM Committee
• In her written public comments to TWIC on February 12, 2014, Susan JunFish
states: “We believe that the Committee is planning to address about 70% of the
priority issues the community has raised, so we are hopeful. The two areas where
there has been no plan to address are columns 4 and 5 of the table.”
5 California Government Code § 1090 prevents county employees and officials from being "financially interested" in any contract made by them in their
official capacity, or by anybody or board of which they are members.
California Government Code § 81000 et seq., known as the Political Reform Act, requires, among other things, that certain public employees perform their
duties in an impartial manner, free from bias caused by their own financial interest. See Cal Gov Code § 81001(b). It also prevents certain employees from
using their positions to influence county decisions in which they have a financial interest. See Cal Gov Code 87100. The Act also requires certain employees
and officers to file a Form 700, Statement of Economic Interests (the CCC Agricultural Commissioner, the managers in Public Works and the IPM
Coordinator fill out this form) See Cal Gov Code 89503.
CCC Administrative Bulletin 117.6, paragraph 6, can be read to prevent employees from accepting any gift which "is intended, or could reasonably
considered as tending to influence business or applications pending before the Board of Supervisors."
March 20, 2018 CCC Board of Supevisors Minutes 322
Date(s)
Issue
Raised to:
TWIC =
Transportation,
Water &
Infrastructure
Committee
IPM = IPM
Committee or
subcommittees
IO=Internal
Operations
Committee
Issues Raised by the
Public
Steps taken by the IPM Advisory Committee and County Staff
from January 2009 to the present
is planning to include only 70% of
PfSE’s priorities as the
Committee’s priorities for 2014.’
We would be thrilled if this was the
case…”
The IPM Committee needs a non-voting facilitator
2/12/14-TWIC
3/2/15-TWIC
From Parents for a Safer
Environment:
“an impartial, non-voting facilitator
would make the meetings run
smoother and become more
viable”
• Staff believe that meetings are run effectively and efficiently.
• The new IPM Committee chair has been very effective at running the 2014 and
2015 IPM Committee meetings and allowing the public ample opportunities to
provide comment.
Parents for a Safer Environment disagrees with responses to “unresolved” issues in the Triennial
Review Report
11/6/13-IPM
2/12/14-TWIC
3/5/14-IPM
3/2/15-TWIC
From Parents for a Safer
Environment:
Disagreement with the response by
staff to “unresolved issues” in the
Triennial Review Report for the
IPM Advisory Committee
• The response in dispute refers to the question in Section VIII of the Triennial
Review report to the Board of Supervisors from the IPM Committee: “The
purpose of this section is to briefly describe any potential issues raised by
advisory body members, stakeholders, or the general public that the advisory
body has been unable to resolve.”
• The response given to this question in the report accurately reflects the response
intended by the IPM Committee as agreed at their November 6, 2013 meeting.
• The Triennial Review Report has been accepted by TWIC and the BOS, and the
IPM Committee cannot go back and change the report.
• The issue in question for the IPM Committee was whether to describe in Section
VIII only issues that the Committee had been unable to resolve, or to also include
a discussion of issues that PfSE felt were still unresolved. The Committee
debated this and decided to also include a discussion of issues that PfSE felt
were unresolved. However, it was completely clear from the discussion at the
meeting that the Committee agreed that the issues described in this section (with
the exception of the two that were noted as ongoing) had previously been given
due consideration by the Committee, and that the Committee had addressed the
issues. The Committee directed the IPM Coordinator to meet with the Committee
Secretary to compile Committee and staff responses to the “unresolved” PfSE
issues to include in the report and then to submit the report.
• Note that in the IPM Committee’s extensive planning sessions for 2014 work, the
Committee did not identify any of the “unresolved” issues as priorities for 2014.
March 20, 2018 CCC Board of Supevisors Minutes 323
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute a purchase order on behalf of
the Sheriff Coroner with Trailerlogic in the amount of $317,848 to purchase an OFX/ForensicSCAN Dual
View High Performance Forensic Digital X-ray Imaging Machine with trailer for the Office of the Sheriff
Coroner.
FISCAL IMPACT:
Zero Net County Cost. 100% SHSGP funded.
BACKGROUND:
The Coroner's division of the Sheriff's Office provides services to more than 24 law enforcement agencies
within the County, serving over one million residents. On average, 6,000 deaths per year are reported to the
Coroner. Currently, the Coroner's Office uses an ONYX-RAD X-Ray machine to process bodies. This
machine is an antiquated, analog machine using older software that is quickly becoming non-existent. This
currently used machine requires deputies to manipulate a body through heavy lifting to acquire a poor
quality image.
The Coroner's Office needs a full body, multidimensional X-Ray machine. The OFX whole body Forensic
X-Ray machine has the capability to scan a complete body in under 45 seconds with a high
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Liz Arbuckle,
335-1529
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board
of Supervisors on the date shown.
ATTESTED: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Liz Arbuckle, Heike Anderson, Tim Ewell
C. 36
To:Board of Supervisors
From:David O. Livingston, Sheriff-Coroner
Date:March 20, 2018
Contra
Costa
County
Subject:Purchase Order - Trailerlogic
March 20, 2018 CCC Board of Supevisors Minutes 324
BACKGROUND: (CONT'D)
definition image for use by forensic pathologists. This machine will reduce the risk of employee injuries
and greatly increase the ability of forensic pathologists to view detailed images of bodies being autopsied.
This purchase is 100% funded by the 2016 State Homeland Security Grant Program (SHSGP).
CONSEQUENCE OF NEGATIVE ACTION:
The Coroner will not be able to purchase the new full OFX ForensicSCAN X-ray machine. The continued
use of the outdated ONYX-RAD X-ray machine will hamper the Coroner's ability to provide the County
with the highest quality of service in an efficient manner.
CHILDREN'S IMPACT STATEMENT:
No impact.
March 20, 2018 CCC Board of Supevisors Minutes 325
RECOMMENDATION(S):
APPROVE the ABCD (formerly CAAD) Relocation Project (Project), Concord area. [County Project No.
PD200-17001, DCD-CP#17-29] (District IV).
DETERMINE the Project is a California Environmental Quality Act (CEQA), Class 1(a) Categorical
Exemption, pursuant to Article 19, Section 15301 of the CEQA Guidelines, and
DIRECT the Director of Department of Conservation and Development to file a Notice of Exemption with
the County Clerk, and
AUTHORIZE the Public Works Director or designee to arrange for payment of a $25 fee to the Department
of Conservation and Development for processing, and a $50 fee to the County Clerk for filing the Notice of
Exemption.
FISCAL IMPACT:
100% Hospital Enterprise Fund
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Sandeep Singh, (925)
313-2022
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 37
To:Board of Supervisors
From:Brian M. Balbas, Public Works Director/Chief Engineer
Date:March 20, 2018
Contra
Costa
County
Subject:APPROVE the ABCD Relocation Project and take related actions under CEQA.
March 20, 2018 CCC Board of Supevisors Minutes 326
BACKGROUND:
The purpose of this Project is to allow the Autism, Behavior, and Child Development Center (ABCD
Center) previously known as the CAAD Program to conduct business with more functional adjacencies
as they are currently working in a fragmented and inefficient manner at a separate facility.
The Project consists of removal of existing partition walls and creating new offices and evaluation
rooms. New carpet, paint, and equipment will be incorporated as needed.
On April 18, 2017, 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 Federal
Solutions Group, Aztec Consultants, Mark Scott Construction, Inc., and S.C. Anderson Group
International Inc., each in the amount of $2,500,000. This project is expected to be performed by one of
the four JOC contractors. A task order catalogue has been prepared for the JOC contractor to complete
this Project. In the event that the Project is not performed by the JOC contractor, the Public Works
Department will return to the Board for approval of plans and specifications and authorization to
advertise and solicit bids.
CONSEQUENCE OF NEGATIVE ACTION:
Delay in approving the project may result in a delay of design, construction, and may jeopardize funding.
ATTACHMENTS
CAAD Relocation CEQA
March 20, 2018 CCC Board of Supevisors Minutes 327
March 20, 2018 CCC Board of Supevisors Minutes 328
March 20, 2018 CCC Board of Supevisors Minutes 329
March 20, 2018 CCC Board of Supevisors Minutes 330
March 20, 2018 CCC Board of Supevisors Minutes 331
RECOMMENDATION(S):
ACCEPT report on the Auditor-Controller's audit activities for 2017 and APPROVE the proposed schedule
of financial audits for 2018.
FISCAL IMPACT:
There is no fiscal impact related to providing input into the annual audit schedule. The financial auditing
process may result in positive and negative fiscal impacts, depending on the audit findings.
BACKGROUND:
The Internal Operations Committee was asked by the Board in 2000 to review the process for establishing
the annual schedule of audits, and to establish a mechanism for the Board to have input in the development
of the annual audit schedule and request studies of departments, programs or procedures. The IOC
recommended a process that was adopted by the Board on June 27, 2000, which called for the IOC to
review the schedule of audits proposed by the Auditor-Controller and the County Administrator each
December. However, due to the preeminent need during December for the Auditor to complete the
Comprehensive Annual Financial Report, the IOC, some years ago, rescheduled consideration of the
Auditor’s report to February of each year.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: 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: March 20, 2018
, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Chief Auditor, IOC Staff
C. 38
To:Board of Supervisors
From:INTERNAL OPERATIONS COMMITTEE
Date:March 20, 2018
Contra
Costa
County
Subject:REPORT FROM THE AUDITOR-CONTROLLER’S OFFICE ON THE SCHEDULE OF FINANCIAL AUDITS
FOR 2017
March 20, 2018 CCC Board of Supevisors Minutes 332
BACKGROUND: (CONT'D)
Attached is a report from the Auditor-Controller reviewing the department’s audit activities for 2017 and
transmitting the proposed schedule of financial audits for 2018, which are already in progress.
To provide continuity from the prior year report, in 2017, Chief Auditor Joanne Bohren had indicated
last year that 37% of the findings were repeat findings from the previous year and concerned violations
of Municipal Advisory Council fiscal policies, procurement card policies, and cash handling procedures.
Asst. Auditor-Controller Elizabeth Verigin had advised that the Auditor's Office would reinstate
periodic fiscal management training for the Municipal Advisory Councils, and strongly recommended a
recommitment by Public Works-Purchasing to revive Procurement Card Training. Purchasing Services
Manager David Gould advised that he had personally conducted one-on-one procurement card training
during the previous six months and was researching electronic tools to help monitor card use and identify
misuse. The Auditor's Office and Clerk of the Board's Office, in September 2017, jointly conducted a
fiscal training session for MAC staff and membership.
The Internal Operations Committee, on March 12, received the staff report and recommends no changes
to the 2018 schedule of audits.
ATTACHMENTS
2017/2018 Report and Schedule of Internal Audits
March 20, 2018 CCC Board of Supevisors Minutes 333
March 20, 2018 CCC Board of Supevisors Minutes 334
March 20, 2018 CCC Board of Supevisors Minutes 335
March 20, 2018 CCC Board of Supevisors Minutes 336
March 20, 2018 CCC Board of Supevisors Minutes 337
March 20, 2018 CCC Board of Supevisors Minutes 338
March 20, 2018 CCC Board of Supevisors Minutes 339
RECOMMENDATION(S):
ACCEPT the 2016/17 annual report from the Public Works Director on the Internal Services Fund for the
County's Vehicle Fleet.
FISCAL IMPACT:
Reassigning underutilized vehicles would increase cost efficiency, but the fiscal impact was not estimated.
BACKGROUND:
In FY 2008/09, the Board approved the establishment of an Internal Services Fund (ISF) for the County
Fleet, now administered by the Public Works Department. Each year, the Public Works Department Fleet
Services Manager analyzes the fleet and annual vehicle usage, and makes recommendations to the IOC on
the budget year vehicle replacements and on the intra-County reassignment of underutilized vehicles, in
accordance with County policy. The Board requested the IOC to review annually the Public Works
Department report on the fleet and on low-mileage vehicles.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: 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: March 20, 2018
, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Fleet Manager, IOC Staff
C. 39
To:Board of Supervisors
From:INTERNAL OPERATIONS COMMITTEE
Date:March 20, 2018
Contra
Costa
County
Subject:Review of Annual Master Vehicle Replacement List and Disposition of Low-Use Vehicles
March 20, 2018 CCC Board of Supevisors Minutes 340
BACKGROUND: (CONT'D)
To provide context for the 16/17 annual report, attached, below are some highlights from the 15/16
annual report:
In FY 2015-16, 79 new vehicles were purchased, 32% less than FY 2014-2015, and 13% less than were
purchased in FY 2013-14.
Fleet continually reviews vehicle usage in an effort to reduce underutilized vehicles according to
Administrative Bulletin 508.5. During the most recent review in February 2016, one unit was identified that
required further analysis for possible reclassification or reassignment which is down from two in the
previous year.
Fleet Services continues to promote building a “Green Fleet” by purchasing 51 hybrid vehicles as
replacement vehicles.
Placed into operation 3 new partially grant funded HINO Class 4 195 Hybrid Trucks which reduce fuel
consumption by 30% over a conventionally poweredtruck. FleetServices took advantage of the California
Hybrid and Zero-Emission Truck and Bus Fleet Internal Service Fund FY 2015
Voucher Incentive Project to reduce the overall acquisition cost of the truck by $23,000 per truck.
Fleet Services continues to install telematics GPS devices,where appropriate, to help improve fleet
utilization, identify vehicle locations in the event of an emergency, reduce costs by identifying and
immediately reporting operational issues with the vehicle, and improve accuracy of mileage meter readings.
Department users of vehicles equipped with the telematics GPS devices also have access to standard reports
which they can use to review incidences of speeding, excessive idling, vehicle utilization, etc. to help
reduce departmental fleet cost.Over 500 vehicles in the County fleet are equipped with these devices.
429 light vehicles equipped with the telematics GPS device are enrolled in the State Continuous Smog
Testing Pilot Program excluding them from the mandatory biennial physical smog test which reduces cost
and vehicle downtime. The telematics device continuously monitor emissions performance and will send a
notification immediately when a fault is detected so repairs can be made.
Attached for the Board's review is the 2016/17 annual report on the ISF and low-mileage vehicles, as
prepared by the Public Works Department. This report was received and approved by the Internal
Operations Committee on March 12, 2018.
ATTACHMENTS
2016/17 Fleet ISF Report
Fleet ISF - Attachment A
Fleet ISF - Attachment B
Fleet ISF - Attachment C
March 20, 2018 CCC Board of Supevisors Minutes 341
"Accredited by the American Public Works Association"
255 Glacier Drive Martinez, CA 94553-4825
TEL: (925) 313-2000 • FAX: (925) 313-2333
www.cccpublicworks.org
Brian M. Balbas , Director
Deputy Directors
Mike Carlson
Stephen Kowalewski
Carrie Ricci
Joe Yee
Memo
March 6, 2018
TO: Internal Operations Committee
Supervisor Diane Burgis, District III, Chair
Supervisor Candace Andersen, District II, Vice Chair
FROM: Brian M. Balbas, Public Works Director
SUBJECT: FLEET INTERNAL SERVICE FUND FY 2016-17 REPORT
MESSAGE:
Recommendation
Accept the Internal Service Fund (ISF) Fleet Services report for FY 2016-17.
Background
The Fleet Services Division has operated as an Internal Service Fund since 2008 to ensure
stable and long-term vehicle replacement funding.
Fleet Services provides various services to County departments including the acquisition,
preventative maintenance, repair, and disposal of fleet vehicles and equipment. The division
services the County’s fleet of 1,671 vehicles/equipment/trailers, of which, 1,241vehicles are
included in the ISF program.
ISF Rate Structure
There are three components to recover operational costs for vehicles in the ISF Fleet Services
program which are charged to the departments. They are:
1. A fixed monthly cost to cover insurance, Fleet Services overhead, and vehicle
depreciation / replacement
2. A variable cost based on miles driven to cover maintenance and repair costs
3. Direct costs for fuel
This rate structure enables the ISF to collect monthly payments from customer departments
over the life-cycle of the units to fund operations and enable the systematic replacement of units
at the end of a vehicle’s useful life or when it becomes a cost-effective decision to do so.
March 20, 2018 CCC Board of Supevisors Minutes 342
2016-17 Fleet ISF Report
March 6, 2018
Page 2 of 4
The estimated fixed and variable rates are adjusted each year to develop ISF rates as close to
actual costs as possible for each class of vehicle. Accordingly, the FY 2016-17 expenses were
reviewed to develop new rates for FY 2017-18, which went into effect September 1, 2017.
Please refer to Attachment A accompanying this report for the ISF Fleet Rates Schedule.
Fleet Services Goals and Objectives
Continue to provide cost-effective services that meet or exceed our customers’ needs
and expectations by evaluating additional services and new technologies to increase
efficiencies.
Continue to evaluate and recommend for replacement all vehicles and fleet equipment
that are due for replacement based on a predetermined schedule and/or a time when it
is most cost-effective to do so and in accordance with Administrative Bulletin 508.5.
This increases vehicle availability through reduced down time associated with an older
fleet.
Continue to maintain a newer fleet focusing on preventative maintenance thus reducing
repair costs typically associated with an older fleet.
Continue to purchase clean air vehicles whenever feasible and to grow the number of
electric vehicles in the fleet as existing equipment requires replacement. Fleet Services
continues to seek grant funding opportunities to expand the electric vehicle charging
station infrastructure to support County and personal vehicles.
Continue to ensure that all County vehicles are maintained and repaired in a timely,
safe, and cost effective manner in order to provide departments with safe, reliable
vehicles and equipment.
Continue to work with departments to identify vehicles and equipment that are
underutilized in an effort to maximize fleet utilization, identify departmental actual needs,
and reduce fleet costs.
Highlights
In FY 2016-17, 57 new vehicles were purchased, 28% less than FY 2015-2016, and
33% less than were purchased in FY 2014-15.
Fleet continually reviews vehicle usage in an effort to reduce underutilized vehicles
according to Administrative Bulletin 508.5. During the most recent review in February
2017, one unit was identified that required further analysis for possible reclassification or
reassignment which is the same as previous year.
Fleet Services continues to promote building a “Green Fleet” by purchasing 26 hybrid
vehicles as replacement vehicles.
Fleet Services continues to install telematics GPS devices, where appropriate, to help
improve fleet utilization, identify vehicle locations in the event of an emergency, reduce
March 20, 2018 CCC Board of Supevisors Minutes 343
2016-17 Fleet ISF Report
March 6, 2018
Page 3 of 4
costs by identifying and immediately reporting operational issues with the vehicle, and
improve accuracy of mileage meter readings. Department users of vehicles equipped
with the telematics GPS devices also have access to standard reports which they can
use to review incidences of speeding, excessive idling, vehicle utilization, etc. to help
reduce departmental fleet cost. Over 681 vehicles in the County fleet are equipped with
these devices.
429 light vehicles equipped with the telematics GPS device are enrolled in the State
Continuous Smog Testing Pilot Program excluding them from the mandatory biennial
physical smog test which reduces cost and vehicle downtime. The telematics device
continuously monitor emissions performance and will send a notification immediately
when a fault is detected so repairs can be made.
Summary
The Fleet Services Division operates as an Internal Service Fund (ISF), providing services to a
variety of County Departments. As an ISF, Fleet is responsible to fully recover the cost of
providing services and the cost of capital purchases. Key responsibilities of the Division are
vehicle preventative maintenance and repair, fueling, replacement analysis, specification
review, acquisition, new vehicle up-fitting, and preparation of surplus vehicles for disposal.
In FY 2016-17, Fleet Services had a staff of 20 Administration and Operations employees. The
Administration section consists of one Fleet Manager, one Fleet Equipment Specialist and one
Clerk. The Operations section consists of one Lead Fleet Technician, 2 Equipment Services
Workers, 12 Equipment Mechanics and 2 Equipment Service Writers.
The FY 2016-17 budget of $14,112,145 included: $2,141,155 for salaries; $3,903,608 for
vehicle repairs; $2,354,476 for fuel; and $3,080,682 for the replacement of fleet vehicles and
equipment. The ending ISF Fund Balance for FY 2016-17 is $13,280,812.
The ISF fleet has 1,241vehicles, comprised of sedans, patrol vehicles, and trucks/vans.
Equipment
Replacement
(4000), 22%
Preventative
Maintenance &
Repairs(2271),
28% Fuel (2272),
17%
Salary (1000),
15%
Other
Operations &
Misc (Balance),
19%
ISF Fleet Budget
March 20, 2018 CCC Board of Supevisors Minutes 344
2016-17 Fleet ISF Report
March 6, 2018
Page 4 of 4
Fleet Services continues to purchase clean air vehicles whenever feasible and plans to grow the
number of electric vehicles in the fleet as existing equipment requires replacement. All diesel
vehicles use renewable fuel and all sedans must have a PZEV rating or greater by the California
Air Resources Board.
Fleet Services continues to work to achieve the primary goals and objectives of providing
County departments with vehicles and equipment that are safe, reliable, economically
sustainable, and consistent with departmental needs and requirements at the lowest possible
cost. The Division will continue to monitor vehicle use to optimize new vehicle acquisition and
better utilize existing vehicle assets.
Attachments
A ISF Rates Schedule
B ISF Fund Balance
C ISF Net Assets
G:\Admin\Joe\Fleet Management\IOC Annual Fleet Report\IOC Fleet Report FY2016-17\IOC Fleet Report FY2016-17 Final
version.docx
Sedans,
44%
Patrol,
20%
Trucks &
Vans, 36%
ISF Fleet by Vehicle Class
Unleded,
64.23%
Renewable
Diesel,
13.75%
CNG,
2.41%
Hybrid,
15.00%
Electric,
2.27%
ISF Fleet by Fuel Type
March 20, 2018 CCC Board of Supevisors Minutes 345
March 20, 2018CCC Board of Supevisors Minutes346
Internal Service Fund - Fleet Services
Fund Balance
For the Year Ended June 30, 2017
Beginning Fund Balance 11,510,328$ 12,002,754$
Expenses
Salaries & Benefits 2,164,397 2,002,658
Services and Supplies, Other Charges 6,735,541 7,371,562
Depreciation 2,163,592 2,479,249
Total Expenses 11,063,530$ 11,853,469$
Revenues
Charges for services 10,494,462$ 12,261,130$
Transfers In/(Out)414,730 421,731
Sale of Surplus Vehicles 261,775 193,286
Indemnifying Proceeds (Accidents)384,989 255,380
Total Revenue 11,555,956$ 13,131,527$
Change in Fund Balance 492,426$ 1,278,057$
FY Ending Fund Balance 12,002,754$ 13,280,812$
FY 2016-17FY 2015-16
Attachment B
March 20, 2018 CCC Board of Supevisors Minutes 347
Internal Service Fund - Fleet Services
Balance Sheet (Fund 150100)
As of June 30, 2017
FY 2015-16 FY 2016-17
Assets
Current Assets:
0010 Cash 3,014,494$ 3,680,540$
0100 Accounts Receivable 59,731 881
0170 Inventories 360,839 453,298
0180 Due From Other Funds 1,267,490 1,831,931
0250 Prepaid Expense (16,908) 73,613
Total Current Assets 4,685,646$ 6,040,262$
Noncurrent Assets:
0340 Equipment 21,960,461 23,435,483
0360 Construction In Progress 1,214,291 822,053
0370 Reserve For Depreciation (14,902,463) (15,576,586)
Total Noncurrent Assets 8,272,290$ 8,680,950$
Total Assets 12,957,935$ 14,721,212$
Liabilities
0500 Accounts Payable 355,679$ 576,350$
0540 Due To Other Funds 536,928 788,844
0640 Employee Fringe Benefit Pay 62,573 75,206
Total Liabilities 955,181$ 1,440,400$
Net Position
Net Capital Assets 8,272,290$ 8,680,950$
3,730,465 4,599,862
Total Net Position 12,002,754$ 13,280,812$
Working Capital
Attachment C
March 20, 2018 CCC Board of Supevisors Minutes 348
RECOMMENDATION(S):
APPROVE the 2018-19 Head Start Recruitment and Enrollment Plan and the Community Services Bureau
Admissions Priority Criteria for the early care and education programs of the Community Services Bureau
of the Employment & Human Services Department.
FISCAL IMPACT:
None
BACKGROUND:
Head Start Performance Standard 1305.3(c)(6) mandates that the Head Start grantee set criteria, based on a
community assessment, that defines the types of children and families who will be given Head Start priority
for recruitment and selection. This board order accepts the Employment and Human Services Department
(EHSD), Community Services Bureau (CSB) Selection Criteria and Recruitment Plan for the 2018-19
program year. Due to the community need for full-day, full-year services, and the mandate that Head Start
and Early Head Start programs collaborate for full-day services, EHSD CSB has adopted selection criteria,
organized by priorities, which meet the State Department of Education regulations. The plan is set forth in
the 2018-19 CSB Admissions Priorities / Selection Criteria.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: CSB, (925) 681-6389
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Nasim Eghlima, Tracy Lewis
C. 40
To:Board of Supervisors
From:Kathy Gallagher, Director
Date:March 20, 2018
Contra
Costa
County
Subject:2018-19 Head Start Recruitment / Enrollment Plan and Admissions Priority Criteria
March 20, 2018 CCC Board of Supevisors Minutes 349
BACKGROUND: (CONT'D)
To meet Head Start and Early Head Start enrollment goals, plans must be developed and set in place for
adequate marketing and recruitment strategies. CSB utilizes community assessment to identify
populations to be served by the Head Start program and to recruit those eligible to receive services. The
recruitment and enrollment plan is set forth in the 2018-19 Head Start / Early Head Start / Early
Education and Support Program Recruitment and Enrollment Plan. The plans were approved by the
Head Start Policy Council on February 21, 2018.
CONSEQUENCE OF NEGATIVE ACTION:
If not approved, the Department will not be in compliance with Head Start regulations.
CHILDREN'S IMPACT STATEMENT:
The Employment & Human Services Department Community Services Bureau 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
CSB Admission Priorities
Recruitment and Enrollment Plan
March 20, 2018 CCC Board of Supevisors Minutes 350
Head Start Performance Standard 1302.14 (a)(1) mandates that the program set criteria, based on our Community Assessment, that define the types of children
and families who will be given priority for recruitment and selection. Kindergarten is available in all communities that we serve. Due to the community need for full-
day, full-year services, and the mandate that the Head Start & Early Head Start Program collaborate for full-day services, CSB has adopted the following selection
criteria presented in order of priority, which also meets the regulations of our partner, the State Department of Education, with one exception as noted below*:
INFANTS & TODDLERS
(Aged 0-3, including pregnant women)
PRE-SCHOOL
(Aged 3-5)
1. Transfers
2. CPS, Foster Child & Child At Risk
3. Eligible infant/toddler with disabilities (IEP or IFSP)
4. Sibling of a child already enrolled in the program
5. Current TANF Recipient or within 24 months
6. Eligible infant/toddler who is homeless
7. Lowest income infant/toddler
*Exception
Contra Costa College:
On October 3, 2008, the California Department of Education granted
CSB an enrollment waiver to give first priority to children of college
students at our Contra Costa College Children’s Center.
1. Transfers
2. CPS, Foster Child, & Child At Risk
3. Eligible 4 yr old with disabilities (IEP or IFSP)
4. Sibling of a child already enrolled in the program
5. Eligible 4 yr old with special circumstances
Families experiencing domestic violence
Limited English
Families Needing Full Day services
Currently Homeless or Homeless within the last 18 months
Current TANF recipient or within the last 24 months
Health Impairments
Teen Parents
Grandparent caregivers
Children with current or former incarcerated parent(s)
6. Lowest income 4 yr old
7. Eligible 3 yr olds disabilities (IEP or IFSP)
8. Eligible 3 yr old with special circumstances
Families experiencing domestic violence
Limited English
Families Needing Full Day services
Currently Homeless or Homeless within the last 18 months
Current TANF recipient or within the last 24 months
Health Impairments
Teen Parents
Grandparent caregivers
Children with current or former incarcerated parent(s)
9. Lowest income 3 yr old
Denotes categorical eligibility As per Head Start Performance Standard 1302.14 (b), at least 10 percent of the enrollment will be made available to children who meet the definition for children with
disabilities. Children enrolled in the EHS-CCP and EHS-CCP2 program must be receiving child care subsidies at time of enrollment, as required for the Early Head Start- Child Care Partnership (EHS-
CCP) and Early Head Start-Child Care Partnership 2 (EHS-CCP2) grant. CSB 603 – 2018-2017 Admissions Priorities / Selection Criteria, Approved by Policy Council on 02/21/2018 and approved by
Board of Supervisors on xx/xx/2018. .
CONTRA COSTA COUNTY
CSB Admissions Priorities / Selection Criteria
2018-2019 Program Year
March 20, 2018 CCC Board of Supevisors Minutes 351
2018-19 Head Start/Early Head Start/Early Education and Support Programs Recruitment and Enrollment Plan
Contra Costa County Employment and Human Services Department - Community Services Bureau
2018-2019 Head Start/Early Head Start/Early Education and Support Programs Recruitment and Enrollment Plan, Approved by Policy Council on 02/21/2018 and approved by
Board of Supervisors on xx/xx/2018. Page 1
DESIRED OUTCOME: To inform the public about services available through the Contra Costa County Community Services Bureau, particularly those populations identified in our
Community Assessment, and to recruit and enroll eligible children and their families into the Head Start, Early Head Start and Early Education and Support Programs.
Goal #1: To recruit eligible pregnant women, infants, toddlers, and children.
Goal #2: To recruit children with disabilities.
Goal #3: To recruit special populations as per our community assessment and selection criteria: CPS/At-Risk, Domestic Violence, Limited English, Need for Full Day Care,
Homeless, TANF/CalWORKS Recipient, Children with Health Impairments, Teen Parents, Grandparent Caregivers, and children of currently or formerly incarcerated parents.
ACTIVITIES PERSON (S) RESPONSIBLE TIMELINE LOCATION INFORMATION TO INCLUDE DISTRIBUTION
Mobilize Parents – Word of
Mouth, is our best strategy.
Make sure a supply of flyers
is available for parents to
take and give out.
Comprehensive Services, Site
Supervisors, Parent/ Family,
Community Engagement
Officer, and ERSEA Manager
March 2018 Policy Council, Parent Meetings, Family
Newsletter, Tables in entryways.
Reproducible Flyers and Pre-App
Screening Forms.
Contest – parent with most
screening forms wins prize.
All CSB and Delegate
and Partner sites.
Pamphlets/flyers
distributed:
a) General info on
CSB services
b) Enrollment flyers
c) Home-based
services
Teachers, Site Supervisors,
Comprehensive Services Staff,
Home Educators
Ongoing Laundromats
WIC offices
Grocery Stores
Classrooms
Elementary Schools
Clinics
Community-Based Organizations
County Agencies
Local churches
Education Offices
Libraries
Hospitals
Community Events/Flea Markets
Check Cashing Agencies
High Schools
One-Stop Locations
Housing site offices (including- 9
housing sites in San Ramon)
Homeless Programs
Community Centers (Richmond, San
Pablo, Oakley, Willow Pass)
Parks & Rec centers (Ambrose)
LiHEAP office
Stage II & Alternative Payment Plans
Family Entertainment Centers (Roller
Rinks)
Community Colleges
First Five
Pictures
Short paragraph describing
program options
Who is eligible
Explanation of services available
List Health, Nutrition, Education,
Family Services, Family
Wellness, Parent Engagement,
Disabilities Services
Home base
Contact numbers and/or persons
HEAP mailings
Food Stamp Offices
Parent Meetings
Doctors’ Offices
EHSD Child Care
Offices
Volunteer Bureaus
One-Stop Centers
Parents
Farmers Markets
(Richmond Main
Street, San Pablo,
Concord)
*See “Location”
section for additional
distribution information
March 20, 2018 CCC Board of Supevisors Minutes 352
2018-19 Head Start/Early Head Start/Early Education and Support Programs Recruitment and Enrollment Plan
Contra Costa County Employment and Human Services Department - Community Services Bureau
2018-2019 Head Start/Early Head Start/Early Education and Support Programs Recruitment and Enrollment Plan, Approved by Policy Council on 02/21/2018 and approved by
Board of Supervisors on xx/xx/2018. Page 2
ACTIVITIES PERSON (S) RESPONSIBLE TIMELINE LOCATION INFORMATION TO INCLUDE DISTRIBUTION
Family Newsletter Comprehensive Services, Site
Supervisors
Quarterly Distribute to all parents / partners Who is eligible?
Who to Contact?
Program Activities
Events, Educational
opportunities
Early Intervention
Programs
Community Partners
Elementary Schools in
the District
Contact Agencies Serving
Children
ERSEA Manager,
Comprehensive Services
Managers
Spring and
Fall and as
needed
WIC offices
SELPAs
Child Care Centers
School Districts
Private Providers Community-Based
Organizations
Community Recreation Sites
PTAs
Human Service Department
Partner Sites
Family Child Care Networks
Resource and Referral Agencies
Stage II & Alternative Payment Plans
First Five Offices & Centers
Homeless Shelter
OB/GYN Offices
LiHEAP office
Initial letter containing description
of Head Start and Agency
services and program options
Personal visit to discuss
coordination services, share
program and curriculum
information, plan referrals.
Community
Coordinate Transition
Activities with Elementary
Schools
MH/Disabilities Manager;
Site Supervisors
Education Managers
Spring/
Summer and
throughout
the year as
needed
Childcare Centers Elementary
Schools
Other agencies for intake for special
needs children
High School/IT
Any pertinent information on
child, - authorized by parent
Elementary School
staff meetings &
parent meetings;
Site based staff
meetings/
parent meetings;
Policy Council
Meetings
Speak at local
organizations
Directors, Assistant Directors,
Comprehensive Services
Mgrs., Male Involvement
Coordinator
Ongoing Union Meetings
Faith Based Organizations SHARE
County Malls
Fairs
Clubs
Community Events
Other Government Agencies
Non-Profit Agencies
Businesses, Corporations and
Foundations
Make Head Start staff or Policy
Council rep. available
Describe advantageous services
Distribute pamphlets
List of centers with contact
information
Set up information table with
posters and pictures
Application packages
Civic Organizations
PTA meetings
Church groups
Community events
March 20, 2018 CCC Board of Supevisors Minutes 353
2018-19 Head Start/Early Head Start/Early Education and Support Programs Recruitment and Enrollment Plan
Contra Costa County Employment and Human Services Department - Community Services Bureau
2018-2019 Head Start/Early Head Start/Early Education and Support Programs Recruitment and Enrollment Plan, Approved by Policy Council on 02/21/2018 and approved by
Board of Supervisors on xx/xx/2018. Page 3
ACTIVITIES PERSON (S) RESPONSIBLE TIMELINE LOCATION INFORMATION TO INCLUDE DISTRIBUTION
“Staff Walks around the
Community”
Site Supervisors,
Comprehensive Services Staff
May –
August and
as needed
Neighborhoods
Other Agencies
Brief description of services
Magnets or other marketing aids
with contact info
Flyers
Community
Any opportunity for free
ads in local media
Assistant Directors; Analysts Spring-Fall Local newspaper agencies, Penny
Saver, Grapevine, Radio, Public
Access TV, etc.
Short information on program, in
English and Spanish
Contact information (Recruitment
hotline)
Newspapers and on
line.
Community Events ALL STAFF Ongoing Contra Costa County Information on employment for
teachers
Informational Flyers
Magnets, etc. with brief
information
Community
Maintain supply of free
Head Start pamphlets
(order from ACF)
Site Supervisors,
Managers for HB and
Partners
Comp. Services Asst.
Managers
Ongoing All CSB Centers
All Partner/Delegate centers
One Stop Career Centers
Human Services Department
SS of WIC
SparkPoint
Family Justice Center
LiHEAP office
Description of Head Start
program and sample activities,
with contact information.
Community
Implement streamlined
referral processes per
MOUs
ERSEA Manager Ongoing CFS
BBK
RCEB
Health Services
CalWorks
Protocol and Procures
Forms
Tracking of special referrals
Organizations noted
in “Location” section.
Recruitment through
partnerships
ERSEA Manager,
Comprehensive Services
Managers, Partner Unit
Ongoing CSB’s Head Start and State child
development partner agencies
Information of CSB’s HS services
including different program
models to meet client needs.
Site location and contact list.
Transfer coordination.
Childcare and
development
partnerships
March 20, 2018 CCC Board of Supevisors Minutes 354
RECOMMENDATION(S):
REFER to the Finance Committee a proposal by the Public Defender to participate in a regional
undocumented immigration defense program with the San Francisco Public Defender's Office as the lead
agency.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
The Public Defender's Office has been approached by the San Francisco Public Defender's Office regarding
participation in a regional undocumented immigration defense program funded by the State of California.
Recently, the Public Defender's Office launched its Stand Together CoCo program, aimed at providing
rapid response and educational services to undocumented residents in the County through a partnership with
Catholic Charities.
The Stand Together CoCo program was reviewed by the Finance Committee prior to being forwarded to the
full Board of Supervisors for discussion. To maintain continuity in review of similar programs, we are
recommending that this matter be referred to the Finance Committee and scheduled for the March 26, 2018
Committee meeting.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: 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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Lisa Driscoll, Staff to Finance Committee
C. 41
To:Board of Supervisors
From:David Twa, County Administrator
Date:March 20, 2018
Contra
Costa
County
Subject:REFERRAL RELATED TO REGIONAL UNDOCUMENTED IMMIGRATION DEFENSE PROGRAM
PARTICIPATION
March 20, 2018 CCC Board of Supevisors Minutes 355
CONSEQUENCE OF NEGATIVE ACTION:
The issue would not be reviewed by a standing committee of the Board of Supervisors.
March 20, 2018 CCC Board of Supevisors Minutes 356
RECOMMENDATION(S):
ADOPT Resolution No. 2018/108 updating and reaffirming the County Debt Management Policy.
FISCAL IMPACT:
No specific fiscal impact.
BACKGROUND:
On December 7, 2006 the Finance Committee reviewed and discussed a report regarding establishing a
County Debt Management Policy. The Committee directed staff to report to the full Board on December 19,
2006 the recommendation to adopt a formal County Debt Management Policy. A formal policy was
adopted on December 19, 2006 (Resolution No. 2006/773).
The Board of Supervisors has worked exceptionally hard to address the County’s financial issues and has
set very ambitious and necessary goals for lowering cost growth, balancing the budget, and increasing
reserves. These solutions are aimed at addressing both short and long term needs and improving the
County’s future ability to maintain public services. There are four major financial areas the County
Administrator’s office identified which benefited from formal policies:
Budget Policy (established November 2006)
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Hon. Robert R. Campbell, Auditor-Controller, Hon. Russell V. Watts, Treasurer-Tax Collector, Kara Douglas, Department of Conservation and
Development
C. 42
To:Board of Supervisors
From:David Twa, County Administrator
Date:March 20, 2018
Contra
Costa
County
Subject:ADOPT Resolution No. 2018/108 reaffirming the County Debt Management Policy, which replaces Resolution No.
2017/110
March 20, 2018 CCC Board of Supevisors Minutes 357
BACKGROUND: (CONT'D)
General Fund Reserve Policy (established December 2005)
Facilities Maintenance (included in Budget Policy)
Debt Management Policy (established December 2006)
Debt affordability standards help the County to evaluate when, why, and how much debt should be
issued. In addition to debt affordability standards, the County also adopted a formal Debt Management
Policy. The Debt Management Policy:
Establishes parameters for issuing and managing debt
Provides guidance to decision makers so as not to exceed the debt affordability
standards
Directs staff on objectives to be achieved both pre- and post-issuance
Promotes objectivity in decision-making and limits the role of political influence
Facilitates the process by considering and making important policy decisions in
advance of an actual financing
Periodically, policies should be revised to keep current with best practices or changes in laws. The Debt
Affordability Advisory Committee reviews the existing Debt Policy on an annual basis and makes
recommendations for revisions to the Board of Supervisions. The following revisions have been made
since original adoption:
On December 11, 2012, the Board of Supervisors adopted the Debt Affordability
Advisory Committee's recommendations and added two additional appendix to the
Debt Management Policy (Appendices 2 and 3) and amended two existing sections.
The purpose of the Post-Issuance Tax Compliance Procedures for Tax-Exempt and
Build America Bonds appendix (Appendix 2) was to establish policies and
procedures in connection with tax-exempt bonds and "Build America Bonds" issued
by the County of Contra Costa and the County of Contra Costa Public Financing
Authority so as to ensure that the County complies with all applicable post-issuance
requirements of federal income tax law needed to preserve the tax-exempt or Build
America bonds status of bonds. In recognition of the importance of the County
meeting its disclosure obligations pursuant to S.E.C. Rule 15c(2)-12, the Committee
directed the Finance Director to annually update the Disclosure Requirements
Listing that appears in Appendix 3 as well as cause timely filing by the
Dissemination Agent of the requisite Annual Reports required under the respective
Continuing Disclosure Certificates. Section I of the Policy was amended to require
the Debt Affordability Advisory Committee’s review of the debt performance of the
Community Facilities Districts (Appendix 4), Multifamily Mortgage Revenue Bond
Program (Appendix 5), and the Successor Agency to the former Contra Costa
County Redevelopment Agency (Appendix 6) to assure that prudent debt
management practices extend to these important debt issuers. Section IV.B of the
Policy was updated to require the County to issue Requests for Qualifications
(RFQs) for financial advisor, bond counsel, disclosure counsel and tax counsel
every three years.
On March 25, 2014, the Board of Supervisors adopted the Debt Affordability
March 20, 2018 CCC Board of Supevisors Minutes 358
Advisory Committee's recommendations and updated Section II of the Policy to
reflect the County's upgraded rating tier from Standard and Poor's of "AAA", and
Appendix 3 to reflect the current annual disclosure requirement listing.
On March 31, 2015, the Board of Supervisors adopted the Debt Affordability
Advisory Committee's recommendations and updated Appendix 2 of the Policy to
reflect updated post-issuance compliance requirements for private placements/direct
loans. This is in response to a new law that went into effect January 1 that requires
all issuers to report private placements/direct loans to the California Debt and
Investment Advisory Commission (CDIAC) within 21 days of their occurrence
(AB-2274, Chapter 181, Statutes of 2014).
On July 16, 2015 the Board of Supervisors adopted the Debt Affordability Advisory
Committee's recommendations and updated Debt Affordability measures to better
track with current metrics used by credit rating agencies to evaluate the County's
financial position.
On August 25, 2015 the Board of Supervisors adopted updates to Appendix 3 of the
Policy to include updated disclosure requirements and procedures.
On March 8, 2016, the Board of Supervisors reaffirmed the Debt Management
Policy.
On March 21, 2017, the Board of Supervisors reaffirmed the Debt Management
Policy, including updates to policies and procedures related to multi-family housing
bonds.
The Debt Affordability Advisory Committee met on February 20, 2018 and reviewed the draft FY
2016/17 Debt Report, which includes the Debt Management Policy as an Appendix. Today's action
would reaffirm the Debt Management Policy as Resolution No. 2018/108 and include the attached
version by reference.
CONSEQUENCE OF NEGATIVE ACTION:
The policy will not be formally reaffirmed by the Board.
AGENDA ATTACHMENTS
Resolution No. 2018/108
County Debt Management Policy, March 2018
MINUTES ATTACHMENTS
Signed Resolution No. 2018/108
March 20, 2018 CCC Board of Supevisors Minutes 359
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 03/20/2018 by the following vote:
AYE:5
John Gioia
Candace Andersen
Diane Burgis
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2018/108
IN THE MATTER OF: REAFFIRMING THE COUNTY DEBT MANAGEMENT POLICY
WHEREAS, the Contra County County Board of Supervisors, acting in its capacity as the Governing Board of the County of
Contra Costa and for Special Districts, Agencies and Authorities governed by the Board wishes to reaffirm its Debt Management
Policy, currently adopted as Resolution No. 2017/110.
NOW, THEREFORE, BE IT RESOLVED that the Contra Costa County Board of Supervisors, acting in its capacity as the
Governing Board of the County of Contra Costa and for Special Districts, Agencies and Authorities governed by the Board, takes
the following actions:
1. The County Debt Management Policy, Resolution No. 2017/110 is hereby replaced by this Resolution No. 2018/108, including
the Debt Management Policy as attached.
Contact:
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: March 20, 2018
, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Hon. Robert R. Campbell, Auditor-Controller, Hon. Russell V. Watts, Treasurer-Tax Collector, Kara Douglas, Department of Conservation and
Development
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RECOMMENDATION(S):
REFER the issue of Contra Costa County Mental Health Services Act/Proposition 63 Funding to the Family
and Human Services Committee.
FISCAL IMPACT:
Not applicable.
BACKGROUND:
A recent state audit appears to indicate that California counties are not spending money from a special tax
on millionaires that should be spent on mental health programs. The audit found that county mental health
programs had not spent $231 million from the tax that should have been returned to the state by the end of
the 2015-16 budget year.
Approved by California voters in November 2004, Proposition 63 imposes a 1% tax on incomes in excess
of $1 million and directs those collections to the provision of mental health services. The Mental Health
Services Act (MHSA) has expanded mental health care programs for children, transition age youth, adults,
and older adults. Services are client and family driven and include culturally and linguistically appropriate
approaches to address the needs of underserved populations. They must include prevention and early
intervention as well as innovative
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: 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: March 20, 2018
, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Enid Mendoza, Senior Deputy County Administrator, Anna Roth, Director of Health Services
C. 43
To:Board of Supervisors
From:David Twa, County Administrator
Date:March 20, 2018
Contra
Costa
County
Subject:REFERRAL TO FAMILY & HUMAN SERVICES COMMITTEE OF MENTAL HEALTH SERVICES
ACT/PROPOSITION 63 FUNDING
March 20, 2018 CCC Board of Supevisors Minutes 423
BACKGROUND: (CONT'D)
approaches to increasing access, improving outcomes and promoting integrated service delivery. The
MHSA added Section 5891 to the Welfare & Institutions Code, which reads in part, “The funding
established pursuant to this Act shall be utilized to expand mental health services. These funds shall not be
used to supplant existing state or county funds utilized to provide mental health services”.
The first yearly MHSA Program and Expenditure Plan for Community Services and Supports was approved
by the Board of Supervisors and submitted to the State Department of Mental Health on December 22,
2005. The Prevention and Early Intervention component was added in 2009, and the remaining components
of Innovation, Workforce Education and Training, and Capital Facilities/Information Technology were
added in FY 2010-11. Each subsequent year an annual update was approved, which included program
refinements, program changes when indicated, and the development of new programs identified by a local
stakeholder-driven community program planning process. Contra Costa integrated the five components into
the MHSA Three Year Program and Expenditure Plan for FYs 2014-17, and provided an annual plan
update in FY 2015-16 and 2016-17.
The MHSA Three Year Program and Expenditure Plan for FYs 2017-20 was approved and published in
June 2017.
It is timely and in the public interest to refer this issue to the Family and Human Services Committee.
March 20, 2018 CCC Board of Supevisors Minutes 424
RECOMMENDATION(S):
In the matter of making a loan of $2,642,000 in HOME Investment Partnership Act (HOME) and $232,681
in Housing Opportunities for Persons with HIV/AIDS, to SP Commons L.P., a California limited
partnership, and a grant of $1,000,000 in Community Development Block Grant funds to St. Paul's
Episcopal Church and Resources for Community Development for the development of the St. Paul's
Commons project in Walnut Creek:
1. FIND, as the responsible agency, that on the basis of the whole record before the County (including the
CEQA review prepared by the City of Walnut Creek as the lead agency) that development is exempt under
Sections 15192 and 15194 of the California Environmental Quality Act guidelines; and
2. APPROVE and AUTHORIZE the Conservation and Development Director, or designee, to execute legal
documents to effect the loan and grant; and
3. DIRECT the Director of Conservation and Development, or designee, to file a Notice of Exemption for
the St. Paul's Commons with the County Clerk; and
4. DIRECT the Director of Conservation and Development, or designee, to arrange for payment of the $50
handling fee to the County Clerk for filing such Notice of Determination.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Kara Douglas
674-7880
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board
of Supervisors on the date shown.
ATTESTED: March 20, 2018
, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 44
To:Board of Supervisors
From:John Kopchik, Director, Conservation & Development Department
Date:March 20, 2018
Contra
Costa
County
Subject:APPROVAL OF HOME, HOPWA AND CDBG LEGAL DOCUMENTS FOR THE ST PAUL'S COMMONS
DEVELOPMENT IN WALNUT CREEK
March 20, 2018 CCC Board of Supevisors Minutes 425
FISCAL IMPACT:
No General Fund impact. HOME Investment Partnerships Act and Community Development Block
Grant funds are provided to the County on a formula allocation basis through the U.S. Department of
Housing and Urban Development (HUD). HOME - CFDA# 14.239. CDBG - CFDA# 14.218. Housing
Opportunities for Persons with HIV/AIDs funds are provided to the County through an agreement with
the City of Oakland, the HUD Grantee. - CFDA# 14.241
BACKGROUND:
On February 13, 2018, the Board of Supervisors allocated $1,600,000 of HOME funds in addition to
previous allocations of $1,042,000 of HOME, $232,681 of HOPWA and $1,000,000 of CDBG funds to
Resources for Community Development (RCD) for the St. Paul's Commons development. RCD has
formed a limited partnership, SP Commons L.P., to develop and own this project.
HOME/HOPWA
The purpose of the St. Paul's Common development is to increase the supply of multi-family rental
housing affordable to and occupied by lower income households in Central County through the
construction of 45 units of affordable housing located on the property of St Paul's Episcopal Church
(Church) at 1860 Trinity Avenue in Walnut Creek. The Church owns the land on which the
improvements will be built. It will lease the land to SP Commons L.P. for at least 77 years.
Eighteen of the units will be designated as HOME/HOPWA-assisted, 11 of which will be affordable and
available to households earning up to 30 percent of the area median income (AMI), and 2 of which will
be affordable to households earning up to 35 percent AMI. One unit will be reserved for an on-site
manager. The remaining units will be affordable and available to households earning up to 60 percent of
AMI.
HOME and HOPWA funds will be provided in the form of a 55-year, residual receipt loan with a three
percent interest rate. There may be some payments if the project has surplus cash flow. Affordability and
use restrictions are incorporated into the County loan documents. The County will have a
HOME/HOPWA Regulatory Agreement with a 20 year term and an additional County Regulatory
Agreement that will maintain the affordability following the expiration of the HOME and HOPWA
affordability term for an additional 35 years.
Due to the high construction costs and limited revenue from the restricted rents, the total amount of the
financing provided to the project will likely exceed the value of the completed project. Even though the
proposed equity investment from low income housing tax credits (LIHTC) is substantial compared to the
amount of long term debt, the partnership agreement will have numerous safe guards of the investor's
equity. These safe guards essentially subordinate the County’s debt to the investor’s equity. Therefore,
the County funds may not be fully secured through the value of the property.
CDBG
The ground floor of the apartment building will have a community center that SP Commons L.P. will
lease to the Church for use as a social service agency. The Church will either directly provide
CDBG-eligible services, or will sub-lease the space to an experienced service provider. It is anticipated
that the existing tenant, Trinity Center, will continue to provide daytime services to extremely-low
income and homeless individuals at this site. CDBG funds will be provided in the form of a grant to
assist with the tenant improvements of a community center.
Additional financing for the development includes City of Walnut Creek ($5,600,000), LIHTC
($11,707,946 million), and $300,000 in deferred developer fee and general partner equity.
March 20, 2018 CCC Board of Supevisors Minutes 426
The loan and grant documents are attached in their substantially final form and will be executed in a
form approved by County Counsel. Through this action, the DCD Director is authorized to execute
subordination agreements and estoppels that are consistent with the terms in the Loan Agreement.
National Environmental Policy Act (NEPA): HOME, HOPWA and CDBG projects are subject to
NEPA and 24 CFR Part 58 review. The NEPA review for this project is complete and required
mitigation actions are included in the loan agreement. The City of Walnut Creek, as the lead agency,
completed the CEQA review and determined that the project is exempt under Sections 15192 and 15194
of the CEQA guidelines.
CONSEQUENCE OF NEGATIVE ACTION:
Without the approval and execution of the HOME and CDBG legal documents, the project will not be
constructed. SP Commons L.P. must close the LIHTC transaction by April 9, 2018, or forgo the LIHTC
allocation.
CHILDREN'S IMPACT STATEMENT:
St. Paul's Commons is consistent with Children's Report Card outcome #3: Families are Economically
Self-Sufficient.
ATTACHMENTS
County Regulatory Agreement
CDBG Grant Agreement
HOME/HOPWA Regulatoy Agreement
Loan Agreement
Leasehold Deed of Trust
Promissory Note
Intercreditor Agreement
March 20, 2018 CCC Board of Supevisors Minutes 427
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863\106\2284601.3
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
Contra Costa County
Department of Conservation and Development
30 Muir Road
Martinez, CA 94553
Attn: Assistant Deputy Director
No fee for recording pursuant to
Government Code Section 27383
__________________________________________________________________________
COUNTY REGULATORY AGREEMENT AND
DECLARATION OF RESTRICTIVE COVENANTS
(St. Paul's Commons)
This County Regulatory Agreement and Declaration of Restrictive Covenants (the
"County Regulatory Agreement") is dated March 1, 2018 and is between the County of Contra
Costa, a political subdivision of the State of California (the "County"), and SP Commons, L.P., a
California limited partnership ("Borrower").
RECITALS
A. Defined terms used but not defined in these recitals are as defined in Article 1 of
this County Regulatory Agreement.
B. The County has received Home Investment Partnerships Act ("HOME") funds
from the United States Department of Housing and Urban Development ("HUD") pursuant to the
Cranston-Gonzales National Housing Act of 1990 ("HOME Funds"). The HOME Funds must be
used by the County in accordance with 24 C.F.R. Part 92.
C. The County has received Housing Opportunities for Persons with AIDS Program
funds from HUD pursuant to the HOPWA program ("HOPWA Funds"). The HOPWA Funds
are available to and administered by the County, as the subrecipient of the City of Oakland,
which is the representative for the Alameda-Contra Costa County Eligible Metropolitan Area.
The HOPWA Funds must be used by the County in accordance with 24 C.F.R. Part 574.
D. St. Paul’s Episcopal Church in Walnut Creek, California ("St. Paul's") is the owner of
that certain real property located at 1860 Trinity Avenue in the City of Walnut Creek, County of
Contra Costa, State of California, as more particularly described in Exhibit A (the "Property").
Concurrently herewith Borrower is entering into a ground lease agreement with St. Paul's (the
"Ground Lease"), pursuant to which Borrower will acquire a leasehold interest in the Property
from St. Paul's for a period of seventy-seven (77) years (the "Leasehold Interest"). Borrower
intends to demolish the existing improvements on the Property and construct forty-five (45)
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multifamily housing units on the Property for rental to extremely low, very low and low income
households, including one (1) manager's unit, and attendant site improvements (the "Housing
Improvements"). The Property will also be improved with a social service facility that will be
leased back to St. Paul's and will house a homeless day shelter and service program (the "Service
Facility Improvements"). The Housing Improvements and the Service Facility Improvements
are collectively, the "Improvements". Borrower's Leasehold Interest and Borrower's fee interest
in the Improvements, are collectively, the "Development ".
E. Pursuant to a HOME and HOPWA Loan Agreement by and between the County
and Borrower of even date herewith (the "Loan Agreement"), the County is lending Borrower
Two Million Six Hundred Forty-Two Thousand Four Hundred Dollars ($2,642,400) of HOME
Funds (the "HOME Loan") and Two Hundred Thirty-Two Thousand Six Hundred Eighty-One
Dollars ($232,681) of HOPWA Funds (the "HOPWA Loan") for a total loan amount of Two
Million Eight Hundred Seventy-Five Thousand Eighty-One Dollars ($2,875,081) (the "Loan").
F. The County has the authority to lend the Loan to Borrower pursuant to
Government Code Section 26227, which authorizes counties to spend county funds for programs
that will further a county's public purposes. In addition, the County has the authority to loan (i)
the HOME Funds pursuant to 24 C.F.R. 92.205 and (ii) the HOPWA Funds pursuant to 24
C.F.R. 574.300.
G. The County has agreed to make the Loan on the condition that Borrower maintain
and operate the Development in accordance with restrictions set forth in this County Regulatory
Agreement and the HOME/HOPWA Regulatory Agreement, and in the related documents
evidencing the Loan. Eighteen (18) of the Units are restricted by the County pursuant to this
County Regulatory Agreement.
H. As it applies to the County-Assisted Units this County Regulatory Agreement will
be in effect for the Term. The HOME/HOPWA Regulatory Agreement as it applies to the
County-Assisted Units will be in effect for twenty-one (21) years from the Completion Date.
Pursuant to Section 6.14 below, compliance with the terms of the HOME/HOPWA Regulatory
Agreement will be deemed compliance with this County Regulatory Agreement during the term
of the HOME/HOPWA Regulatory Agreement.
I. In consideration of receipt of the Loan at an interest rate substantially below the
market rate, Borrower agrees to observe all the terms and conditions set forth below.
The parties therefore agree as follows:
AGREEMENT
ARTICLE 1
DEFINITIONS
1.1 Definitions.
The following terms have the following meanings:
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(a) "Accessibility Requirements" has the meaning set forth in Section 2.1(d).
(b) "Actual Household Size" means the actual number of persons in the
applicable household.
(c) "Adjusted Income" means with respect to the Tenant of each Unit, the
Tenant's total anticipated annual income as defined in 24 CFR 5.609 and as calculated pursuant
to 24 C.F.R. 5.611.
(d) "Assumed Household Size" means the household size "adjusted for family
size appropriate to the unit" as such term is defined in Health & Safety Code Section 50052.5(h),
used to calculate Rent.
(e) "City" means the City of Walnut Creek, California, a municipal
corporation.
(f) "Completion Date" means the date a final certificate of occupancy, or
equivalent document is issued by the City to certify that the Housing Improvements may be
legally occupied.
(g) "County-Assisted Units" means the eighteen (18) Units constructed on the
Development that are restricted to occupancy by Extremely Low Income Households and Thirty-
Five Percent Income Households in compliance with Section 2.1 below.
(h) "County Regulatory Agreement" has the meaning set forth in the first
paragraph of this County Regulatory Agreement.
(i) "Deed of Trust" means the Deed of Trust with Assignment of Rents,
Security Agreement and Fixture Filing of even date herewith by and among Borrower, as trustor,
North American Title Company, as trustee, and the County, as beneficiary, that encumbers the
Development to secure repayment of the Loan and Borrower's performance of the Loan
Documents.
(j) "Development" has the meaning set forth in Paragraph D of the Recitals.
(k) "Extremely Low Income Household" means a household with an Adjusted
Income that does not exceed thirty percent (30%) of Median Income, adjusted for Actual
Household Size.
(l) "Extremely Low Income Rent" means the maximum allowable rent for an
Extremely Low Income Unit pursuant to Section 2.2(a) below.
(m) "Extremely Low Income Units" means the Units which, pursuant to
Section 2.1(a) below, are required to be occupied by Extremely Low Income Households.
(n) "Ground Lease" has the meaning set forth in Paragraph D of the Recitals.
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(o) "HOME" has the meaning set forth in Paragraph B of the Recitals.
(p) "HOME Funds" has the meaning set forth in Paragraph B of the Recitals.
(q) "HOME/HOPWA Regulatory Agreement" means the Regulatory
Agreement and Declaration of Restrictive Covenants of even date herewith, between the County
and Borrower evidencing County requirements applicable to the Loan, to be recorded against the
Development concurrently herewith.
(r) "HOME Loan" has the meaning set forth in Paragraph E of the Recitals.
(s) "HOME Term" has the meaning in Section 6.14.
(t) "HOPWA" means the Housing Opportunities for Persons with AIDS
Program pursuant to the AIDS Housing Opportunity Act (42 USC 12901 et. seq.), as amended
by the Housing and Community Development Act of 1992 (42 USC 5301 et. seq.).
(u) "HOPWA Funds" has the meaning set forth in Paragraph C of the
Recitals.
(v) "HOPWA Loan" has the meaning set forth in Paragraph E of the Recitals.
(w) "Housing Improvements" has the meaning set forth in Paragraph D of the
Recitals.
(x) "HUD" has the meaning set forth in Paragraph B of the Recitals.
(y) "Improvements" has the meaning set forth in Paragraph D of the Recitals.
(z) "Intercreditor Agreement" means that certain intercreditor agreement of
even date herewith among the City, the County, and Borrower.
(aa) "Leasehold Interest" has the meaning set forth in Paragraph D of the
Recitals.
(bb) "Loan" has the meaning set forth in Paragraph E of the Recitals.
(cc) "Loan Agreement" has the meaning set forth in Paragraph E of the
Recitals.
(dd) "Loan Documents" means the documents evidencing the Loan including
this County Regulatory Agreement, the Note, the Loan Agreement, the Intercreditor Agreement,
the HOME/HOPWA Regulatory Agreement, and the Deed of Trust.
(ee) "Low Income Household" means a Tenant with an Adjusted Income that
does not exceed eighty percent (80%) of Median Income, with adjustments for smaller and larger
families, except that HUD may establish income ceilings higher or lower than eighty percent
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(80%) of Median Income on the basis of HUD findings that such variations are necessary
because of prevailing levels of construction costs or fair market rents, or unusually high or low
family incomes.
(ff) "Low Income Rent" means a monthly Rent amount not exceeding one-
twelfth (1/12) of thirty percent (30%) of sixty-five percent (65%) of Median Income, adjusted for
Assumed Household Size.
(gg) "Maintenance Standards" has the meaning set forth in Section 5.6(a).
(hh) "Marketing Plan" has the meaning set forth in Section 4.3(a).
(ii) "Median Income" means the median gross yearly income, adjusted for
Actual Household Size as specified herein, in the County of Contra Costa, California, as
published from time to time by HUD. In the event that such income determinations are no
longer published, or are not updated for a period of at least eighteen (18) months, the County
shall provide Borrower with other income determinations that are reasonably similar with respect
to methods of calculation to those previously published by HUD.
(jj) "Note" means the promissory note that evidences Borrower's obligation to
repay the Loan, as such may be amended form time to time.
(kk) "Operating Budget" has the meaning set forth in Section 2.6(a).
(ll) "Property" has the meaning set forth in Paragraph D of the Recitals.
(mm) "Rent" means the total monthly payments by the Tenant of a Unit for the
following: use and occupancy of the Unit and land and associated facilities; any separately
charged fees or service charges assessed by Borrower which are customarily charged in rental
housing and required of all Tenants, other than security deposits; an allowance for the cost of an
adequate level of service for utilities paid by the Tenant, including garbage collection, sewer,
water, electricity, gas and other heating, cooking and refrigeration fuel, but not telephone service
or cable TV; and any other interest, taxes, fees or charges for use of the land or associated
facilities and assessed by a public or private entity other than Borrower, and paid by the Tenant.
(nn) "Rental Subsidy" has the meaning set forth in Section 2.6(a).
(oo) "Service Facility Improvements" has the meaning set forth in Paragraph D
of the Recitals.
(pp) "Social Services Plan" has the meaning set forth in Section 4.3(c).
(qq) "St. Paul's" has the meaning set forth in Paragraph D of the Recitals.
(rr) "Subsidy Units" has the meaning set forth in Section 2.6(a).
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(ss) "Tenant" means the tenant household that occupies a Unit in the
Development.
(tt) "Tenant Selection Plan" has the meaning set forth in Section 4.3(b).
(uu) "Term" means the term of this County Regulatory Agreement which
commences as of the date of this County Regulatory Agreement, and unless sooner terminated
pursuant to the terms of this County Regulatory Agreement, expires on the fifty-fifth (55th)
anniversary of the Completion Date; provided, however, if a record of the Completion Date
cannot be located or established, the Term will expire on the fifty-seventh (57th) anniversary of
this County Regulatory Agreement.
(vv) "Thirty-Five Percent Income Household" means a household with an
Adjusted Income that does not exceed thirty-five percent (35%) of Median Income, adjusted for
Actual Household Size.
(ww) "Thirty-Five Percent Income Rent" means the maximum allowable rent
for a Thirty-Five Percent Income Unit pursuant to Section 2.2(b) below.
(xx) "Thirty-Five Percent Income Units" means the Units which, pursuant to
Section 2.1(b) below, are required to be occupied by Thirty-Five Percent Income Households.
(yy) "Unit(s)" means one (1) or more of the units in the Development.
(zz) Very Low Income Household" means a household with an Adjusted
Income that does not exceed fifty percent (50%) of Median Income, with adjustments for smaller
and larger families, except that HUD may establish income ceilings higher or lower than fifty
percent (50%) of Median Income on the basis of HUD findings that such variations are necessary
because of prevailing levels of construction costs or fair market rents, or unusually high or low
family incomes as set forth in 24 C.F.R. Section 92.2.
(aaa) "Very Low Income Rent" means a monthly Rent amount not exceeding
one-twelfth (1/12) of thirty percent (30%) of fifty percent (50%) of Median Income, adjusted for
Assumed Household Size.
ARTICLE 2
AFFORDABILITY AND OCCUPANCY COVENANTS
2.1 Occupancy Requirements.
(a) Extremely Low Income Units. During the Term Borrower shall cause
eleven (11) Units to be rented to and occupied by or, if vacant, available for occupancy by,
Extremely Low Income Households.
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(b) Thirty-Five Percent Income Units. During the Term, Borrower shall cause
seven (7) Units to be rented to and occupied by or, if vacant, available for occupancy by, Thirty-
Five Percent Income Households.
(c) Intermingling of Units. Borrower shall cause the County-Assisted Units
to be intermingled throughout the Development and of comparable quality to all other Units. All
Tenants must have equal access to and enjoyment of all common facilities in the Development.
The County-Assisted Units must be of the bedroom size set forth in the following chart:
Extremely Low
Income Units
35% Income
Units
Zero-Bd.
Units
8 4
One-Bd. Units 3 3
Total 11 7
(d) Disabled Persons Occupancy. Borrower shall cause the Development to
be constructed and operated at all times in compliance with all applicable federal, state, and local
disabled persons accessibility requirements including, but not limited to the applicable provisions
of: (i) the Unruh Act, (ii) the California Fair Employment and Housing Act, (iii) Section 504 of
the Rehabilitation Act of 1973, (iv) the United States Fair Housing Act, as amended, (v) the
Americans With Disabilities Act of 1990, and (vi) Chapters 11A and 11B of Title 24 of the
California Code of Regulations, which relate to disabled persons access (collectively, the
"Accessibility Requirements "). In compliance with the Accessibility Requirements: (i) a
minimum of three (3) Units must be construction to be fully accessible to households with a
mobility impaired member and, (ii) an additional one (1) Unit must be fully accessible to hearing
and/or visually impaired persons. In compliance with the Accessibility Requirements Borrower
shall provide the County with a certification from the Development architect that to the best of
the architect's knowledge, the Development complies with all federal and state accessibility
requirements applicable to the Development. Borrower shall indemnify, protect, hold harmless
and defend (with counsel reasonably satisfactory to the County) the County, and its board
members, officers and employees, from all suits, actions, claims, causes of action, costs,
demands, judgments and liens arising out of Borrower's failure to comply with the Accessibility
Requirements. The provisions of this subsection will survive expiration of the Term or other
termination of this County Regulatory Agreement, and remain in full force and effect.
2.2 Allowable Rent.
(a) Extremely Low Income Rent. Subject to Section 2.4 below, the Rent paid
by a Tenant of an Extremely Low Income Unit may not exceed one-twelfth (1/12) of thirty
percent (30%) of thirty percent (30%) of Median Income, adjusted for Assumed Household Size.
(b) Thirty-Five Percent Income Rent. Subject to Section 2.4 below, the Rent
paid by a Tenant of a Thirty-Five Percent Income Unit, may not exceed o ne -twelfth (1/12th) of
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thirty percent (30%) of thirty-five percent (35%) of Median Income, adjusted for Assumed
Household Size.
(c) No Additional Fees. Borrower may not charge any fee, other than Rent, to
any Tenant of the County-Assisted Units for any housing or other services provided by
Borrower.
2.3 Rent Increases.
(a) Rent Amount. The initial Rent for all County-Assisted Units must be
approved by the County prior to occupancy. The County will provide Borrower with a schedule
of maximum permissible Rents for the County-Assisted Units and the maximum monthly
allowances for utilities and services (excluding telephone) annually.
(b) Rent Increases. All Rent increases for all County-Assisted Units are
subject to County approval. No later than sixty (60) days prior to the proposed implementation
of any Rent increase affecting a County-Assisted Unit, Borrower shall submit to the County a
schedule of any proposed increase in the Rent charged for County-Assisted Units. The Rent for
such Units may be increased no more than once annually based upon the annual income
certification described in Article 3. The County will disapprove a Rent increase if it violates the
schedule of maximum permissible Rents for the County-Assisted Units provided to Borrower by
the County, or is greater than a 5% increase over the previous year's Rent, provided that the
County may approve a request from Borrower for a rent increase greater than 5% with a written
explanation for the request from Borrower. Borrower shall give Tenants written notice at least
thirty (30) days prior to any Rent increase, following completion of the County approval process
set forth above.
2.4 Increased Income of Tenants.
(a) Increased Income of Extremely Low Income Household to Below the
Very Low Income Limit. Subject to Section 2.3 above, if, upon the annual certification of the
income of a Tenant of an Extremely Low Income Unit, Borrower determines that the income of
the Tenant has increased to below the qualifying limit for a Very Low Income Household, the
Tenant may continue to occupy the Unit and the Tenant's Rent will remain at the Extremely Low
Income Rent. Borrower shall then rent the next available Unit to an Extremely Low Income
Household to comply with the requirements of Section 2.1(a) above, at a Rent not exceeding the
Extremely Low Income Rent, or re-designate another comparable Unit in the Development with
an Extremely Low Income Household an Extremely Low Income Unit, to comply with the
requirements of Section 2.1(a) above. Upon renting the next available Unit in accordance with
Section 2.1(a) or re-designating another Unit in the Development as an Extremely Low Income
Unit, the Unit with the over-income Tenant will no longer be considered a County-Assisted Unit.
(b) Increased Income of Thirty-Five Percent Income Household to Below the
Very Low Income Limit. Subject to Section 2.3 above, if, upon the annual certification of the
income of a Tenant of a Thirty-Five Percent Income Unit, Borrower determines that the income
of the Tenant has increased to below the qualifying limit for a Very Low Income Household, the
Tenant may continue to occupy the Unit and the Tenant's Rent will remain at the Thirty-Five
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Percent Income Rent. Borrower shall then rent the next available Unit to a Thirty-Five Percent
Income Household to comply with the requirements of Section 2.1(b) above, at a Rent not
exceeding the Thirty-Five Percent Income Rent, or re-designate another comparable Unit in the
Development with a Thirty-Five Percent Income Household a Thirty-Five Percent Income Unit,
to comply with the requirements of Section 2.1(b) above. Upon renting the next available Unit
in accordance with Section 2.1(b) or re-designating another Unit in the Development as a Thirty-
Five Percent Income Unit, the Unit with the over-income Tenant will no longer be considered a
County-Assisted Unit.
(c) Increased Income of Extremely Low Income Household to at or Above
Very Low Income Limit but below Low Income Limit. Subject to Section 2.3 above, if, upon the
annual certification of the income of a Tenant of an Extremely Low Income Unit, Borrower
determines that the income of the Tenant has increased to at or above the qualifying limit for a
Very Low Income Household, but not above the qualifying income for a Low Income
Household, the Tenant may continue to occupy the Unit and the Tenant's Rent may be increased
to the Very Low Income Rent. Borrower shall then rent the next available Unit to an Extremely
Low Income Household to comply with the requirements of Section 2.1(a) above, at a Rent not
exceeding the Extremely Low Income Rent, or re-designate another comparable Unit in the
Development with an Extremely Low Income Household an Extremely Low Income Unit, to
comply with the requirements of Section 2.1(a) above. Upon renting the next available Unit in
accordance with Section 2.1(a) or re-designating another Unit in the Development as an
Extremely Low Income Unit, the Unit with the over-income Tenant will no longer be considered
a County-Assisted Unit.
(d) Increased Income of Thirty-Five Percent Income Household to at or
Above Very Low Income but below Low Income Limit. Subject to Section 2.3 above, if, upon
the annual certification of the income of a Tenant of a Thirty-Five Percent Income Unit,
Borrower determines that the income of the Tenant has increased to at or above the qualifying
limit for a Very Low Income Household, but not above the qualifying income for a Low Income
Household, the Tenant may continue to occupy the Unit and the Tenant's Rent may be increased
to the Very Low Income Rent. Borrower shall then rent the next available Unit to a Thirty-Five
Percent Income Household to comply with the requirements of Section 2.1(b) above, at a Rent
not exceeding the Thirty-Five Percent Income Rent, or re-designate another comparable Unit in
the Development with a Thirty-Five Percent Income Household a Thirty-Five Percent Income
Unit, to comply with the requirements of Section 2.1(b) above. Upon renting the next available
Unit in accordance with Section 2.1(b) or re-designating another Unit in the Development as a
Thirty-Five Percent Income Unit, the Unit with the over-income Tenant will no longer be
considered a County-Assisted Unit.
(e) Non-Qualifying Household. If, upon the annual certification of the income
a Tenant of a County-Assisted Unit, Borrower determines that the Tenant’s income has increased
above the qualifying limit for a Low Income Household, the Tenant may continue to occupy the
Unit. Upon the expiration of such Tenant's lease, Borrower may:
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(1) With 60 days’ advance written notice, increase such Tenant’s Rent
to the lesser of (i) one-twelfth (1/12) of thirty percent (30%) of the actual Adjusted Income of the
Tenant, and (ii) the fair market rent, and
(2) Rent the next available Unit to an Extremely Low Income
Household or Thirty-Five Percent Income Household, as applicable, to comply with the
requirements of Section 2.1 above, at a Rent not exceeding the maximum Rent specified in
Section 2.2, or designate another comparable Unit that is occupied by an Extremely Low Income
Household, or Thirty-Five Percent Income Household, as applicable, as a County-Assisted Unit,
to meet the requirements of Section 2.1 above. On the day that Borrower complies with Section
2.1 in accordance with this Section 2.4(c), the Unit with the over-income Tenant will no longer
be considered a County-Assisted Unit.
(f) Termination of Occupancy. Upon termination of occupancy of a County-
Assisted Unit by a Tenant, such Unit will be deemed to be continuously occupied by a household
of the same income level as the initial income level of the vacating Tenant, until such unit is
reoccupied, at which time categorization of the Unit will be established based on the occupancy
requirements of Section 2.1.
2.5 Compliance with TCAC Requirements. During the term of any regulatory
agreement associated with the provision of low income housing tax credits by the California Tax
Credit Allocation committee ("TCAC ") recorded against the Development (the "TCAC
Regulatory Agreement"), Borrower may use the occupancy standards, occupancy assumptions,
income limits, and rent levels that are permitted by TCAC in the TCAC Regulatory Agreement,
in place of such requirements imposed by this County Regulatory Agreement.
2.6 Loss of Subsidy.
(a) It is anticipated that certain Units in the Development (the "Subsidy
Units") will receive Project-Based Section 8 or other rental subsidy payments (the "Rental
Subsidy") throughout the Term, as reflected in the Approved Development Budget.
Notwithstanding Section 2.3(b), if, after the expiration of the HOME Term, any change in
federal law occurs, or any action (or inaction) by Congress or any federal or State agency occurs,
which results in a reduction, termination or nonrenewal of the Rental Subsidy through no fault of
the Borrower, such that the Rental Subsidy shown on the Approved Development Budget is no
longer available, Borrower may increase the Rent on one or more of the County-Assisted Units
that overlap with a Subsidy Unit, to the Very Low Income Rent and/or Low Income Rent as
applicable, subject to the following requirements:
(1) At the time Borrower requests an increase in the Rent, Borrower
shall provide the County with an operating budget for the Development for the County's
approval pursuant to Section 4.4 of the Loan Agreement, showing the impact of the loss or
reduction of the Rental Subsidy (the "Operating Budget").
(2) The number of County-Assisted Units subject to the Rent increase
and the level of rent increase (i.e. Very Low Income Rent or Low Income Rent) may not be
greater than the amount required to ensure that the Development generates sufficient income to
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cover its operating costs and debt service as shown on the Operating Budget, and as is necessary
to maintain the financial stability of the Development.
(3) Any such Rent increase must be pursuant to a transition plan
approved by the County, consistent with remedial measures set forth in California Code of
Regulations Title 4, Division 17, Chapter 1, Section 10337(a)(3) or successor regulation
applicable to California's Federal and State Low Income Housing Tax Credit Program.
(b) Borrower shall use good faith efforts to obtain alternative sources of rental
subsidies and shall provide the County with annual progress reports on efforts to obtain
alternative sources of rental subsidies that would allow the rents on the County-Assisted Units to
be reduced back to the Extremely Low Income Rent and the Thirty-Five Percent Income Rent, as
applicable. Upon receipt of any alternative rental subsidies, Borrower shall reduce the rents on
the County-As sisted Units back to the Extremely Low Income Rent and the Thirty-Five Percent
Income Rent, as applicable, to the extent that the alternative rental subsidies provide sufficient
income to cover the operating costs and debt service of the Development as shown on the
Operating Budget.
ARTICLE 3
INCOME CERTIFICATION; REPORTING; RECORDS
3.1 Income Certification. Borrower shall obtain, complete, and maintain on file,
within one hundred twenty (120) days before expected occupancy and annually thereafter,
income certifications from each Tenant renting any of the County-Assisted Units. Borrower
shall make a good faith effort to verify the accuracy of the income provided by the applicant or
occupying household, as the case may be, in an income certification. To verify the information,
Borrower shall take two or more of the following steps: (i) obtain a pay stub for the most recent
pay period; (ii) obtain an income tax return for the most recent tax year; (iii) conduct a credit
agency or similar search; (iv) obtain an income verification form from the applicant's current
employer; (v) obtain an income verification form from the Social Security Administration and/or
the California Department of Social Services if the applicant receives assistance from either of
such agencies; or (vi) if the applicant is unemployed and does not have a tax return, obtain
another form of independent verification. Where applicable, Borrower shall examine at least two
(2) months of relevant source documentation. Copies of Tenant income certifications are to be
available to the County upon request.
3.2 Reporting Requirements.
(a) Borrower shall submit to the County within one hundred eighty (180) days
after the Completion Date, and not later than forty-five (45) days after the close of each calendar
year, or such other date as may be requested by the County, a report that includes the following
data for each Unit and specifically identifies which Units are County-Assisted Units: (i) Tenant
income, (ii) the number of occupants, (iii) the Rent, (iv) the number of bedrooms, and (v) the
initial address of each Tenant. To demonstrate continued compliance with Section 2.1 Borrower
shall cause each annual report after the initial report to include a record of any subsequent Tenant
substitutions and any vacancies in County-Assisted Units that have been filled.
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(b) Borrower shall submit to the County within forty-five (45) days after
receipt of a written request, or such other time agreed to by the County, any other information or
completed forms requested by the County in order to comply with reporting requirements of
HUD, the State of California, and the County.
3.3 Tenant Records. Borrower shall maintain complete, accurate and current records
pertaining to income and household size of Tenants. All Tenant lists, applications and waiting
lists relating to the Development are to be at all times: (i) separate and identifiable from any
other business of Borrower, (ii) maintained as required by the County, in a reasonable condition
for proper audit, and (iii) subject to examination during business hours by representatives of the
County. Borrower shall retain copies of all materials obtained or produced with respect to
occupancy of the Units for a period of at least five (5) years. The County may examine and make
copies of all books, records or other documents of Borrower that pertain to the Development.
3.4 Development Records.
(a) Borrower shall keep and maintain at the principal place of business of the
Borrower set forth in Section 6.11 below, or elsewhere with the County's written consent, full,
complete and appropriate books, records and accounts relating to the Development. Borrower
shall cause all books, records and accounts relating to its compliance with the terms, provisions,
covenants and conditions of the Loan Documents to be kept and maintained in accordance with
generally accepted accounting principles consistently applied, and to be consistent with
requirements of this County Regulatory Agreement. Borrower shall cause all books, records,
and accounts to be open to and available for inspection and copying by HUD, the County, its
auditors or other authorized representatives at reasonable intervals during normal business hours.
Borrower shall cause copies of all tax returns and other reports that Borrower may be required to
furnish to any government agency to be open for inspection by the County at all reasonable times
at the place that the books, records and accounts of Borrower are kept. Borrower shall preserve
such records (including the records required under the HOME/HOPWA Regulatory Agreement)
for a period of not less than five (5) years after the ir creation in compliance with all HUD records
and accounting requirements. If any litigation, claim, negotiation, audit exception, monitoring,
inspection or other action relating to the use of the Loan is pending at the end of the record
retention period stated herein, then Borrower shall retain the records until such action and all
related issues are resolved. Borrower shall cause the records to include all invoices, receipts, and
other documents related to expenditures from the Loan funds. Borrower shall cause records to
be accurate and current and in a form that allows the County to comply with the record keeping
requirements contained in 24 C.F.R. 92.508, 24 C.F.R. 574.450, and 24 C.F.R. 574.530. Such
records are to include but are not limited to:
(i) Records providing a full description of the activities undertaken
with the use of the Loan funds;
(ii) Records demonstrating compliance with the maintenance
requirements set forth in Section 5.6;
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(iii) Records documenting compliance with the fair housing, equal
opportunity, and affirmative fair marketing requirements;
(iv) Financial records; and
(v) Records demonstrating compliance with the marketing, tenant
selection, social services, affordability, and income requirements.
(b) The County shall notify Borrower of any records it deems insufficient.
Borrower has fifteen (15) calendar days after the receipt of such a notice to correct any
deficiency in the records specified by the County in such notice, or if a period longer than fifteen
(15) days is reasonably necessary to correct the deficiency, then Borrower must begin to correct
the deficiency within fifteen (15) days and correct the deficiency as soon as reasonably possible.
ARTICLE 4
OPERATION OF THE DEVELOPMENT
4.1 Residential Use. Borrower shall operate the Housing Improvements for
residential use only. No part of the Development may be operated as transient housing.
4.2 Compliance with Loan Documents and Program Requirements. Borrower's
actions with respect to the Development shall at all times be in full conformity with: (i) all
requirements of the Loan Documents; and (ii) any other regulatory requirements imposed on the
Development.
4.3 Marketing Plan; Tenant Selection Plan; and Social Services Plan.
(a) Marketing Plan.
(1) No later than six (6) months prior to the date construction of the
Development is projected to be complete, Borrower shall submit to the County for approval its
plan for marketing the Development to income-eligible households as required by this County
Regulatory Agreement (the "Marketing Plan"). The Marketing Plan must include information
on affirmative marketing efforts and compliance with fair housing laws and 24 C.F.R.
92.351(a).
(2) Upon receipt of the Marketing Plan, the County will promptly
review the Marketing Plan and will approve or disapprove it within fifteen (15) days after
receipt. If the Marketing Plan is not approved, the County will give Borrower specific reasons
for such disapproval and Borrower shall submit a revised Marketing Plan within fifteen (15)
days of notification of the County's disapproval. Borrower shall follow this procedure for
resubmission of a revised Marketing Plan until the Marking Plan is approved by the County. If
the Borrower does not submit a revised Marketing Plan that is approved by the County at least
three (3) months prior to the date completion of the Development is projected to be complete,
Borrower will be in default of this County Regulatory Agreement.
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(b) Tenant Selection Plan.
(1) No later than six (6) months prior to the date construction of the
Development is projected to be complete, Borrower shall submit to the County, for its review
and approval, Borrower's written tenant selection plan (the "Tenant Selection Plan").
Borrower's Tenant Selection Plan must, at a minimum, meet the requirements for tenant
selection set out in 24 C.F.R. 92.253(d), and any modifications thereto.
(2) Upon receipt of the Tenant Selection Plan, the County will
promptly review the Tenant Selection Plan and will approve or disapprove it within fifteen (15)
days after receipt. If the Tenant Selection Plan is not approved, the County will give Borrower
specific reasons for such disapproval and Borrower shall submit a revised Tenant Selection Plan
within fifteen (15) days of notification of the County's disapproval. Borrower shall follow this
procedure for resubmission of a revised Tenant Selection Plan until the Tenant Selection Plan is
approved by the County. If the Borrower does not submit a revised Tenant Selection Plan that is
approved by the County at least three (3) months prior to the date construction of the
Development is projected to be complete, Borrower will be in default of this County Regulatory
Agreement.
4.4 Lease Provisions.
(a) No later than four (4) months prior to the date construction of the
Development is projected to be complete, Borrower shall submit to the County for approval
Borrower’s proposed form of lease agreement for the County's review and approval. When
leasing Units within the Development, Borrower shall use the form of lease approved by the
County. The form of lease must comply with all requirements of this County Regulatory
Agreement, the other Loan Documents and must, among other matters:
(1) provide for termination of the lease for failure to: (i) provide any
information required under this County Regulatory Agreement or reasonably requested by
Borrower to establish or recertify the Tenant's qualification, or the qualification of the Tenant's
household, for occupancy in the Development in accordance with the standards set forth in this
County Regulatory Agreement, or (ii) qualify as an Extremely Low Income Household, or
Thirty-Five Percent Income Household as a result of any material misrepresentation made by
such Tenant with respect to the income computation.
(2) be for an initial term of not less than one (1) year, unless by mutual
agreement between the Tenant and Borrower, and provide for no increase in Rent during such
year. After the initial year of tenancy, the lease may be month-to-month by mutual agreement of
Borrower and the Tenant. Notwithstanding the above, any rent increases are subject to the
requirements of Section 2.3 above.
(3) include a provision that requires a Tenant who is residing in a Unit
required to be accessible pursuant to Section 2.1(d) and who is not in need of an accessible Unit
to move to a non-accessible Unit when a non-accessible Unit becomes available and another
Tenant or prospective Tenant is in need of an accessible Unit.
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(b) Any termination of a lease or refusal to renew a lease for a County-
Assisted Unit must be preceded by not less than sixty (60) days written notice to the Tenant by
Borrower specifying the grounds for the action.
(c) During the Term, Borrower shall comply with the Marking Plan,
Social Services Plan, and Tenant Selection Plan approved by the County.
ARTICLE 5
PROPERTY MANAGEMENT AND MAINTENANCE
5.1 Management Responsibilities. Borrower is responsible for all management
functions with respect to the Development, including without limitation the selection of Tenants,
certification and recertification of household size and income, evictions, collection of rents and
deposits, maintenance, landscaping, routine and extraordinary repairs, replacement of capital
items, and security. The County has no responsibility for management of the Development.
Borrower shall retain a professional property management company approved by the County in
its reasonable discretion to perform Borrower's management duties hereunder. An on-site
property manager is also required.
5.2 Management Agent. Borrower shall cause the Development to be managed by an
experienced management agent reasonably acceptable to the County, with a demonstrated ability
to operate residential facilities like the Development in a manner that will provide decent, safe,
and sanitary housing (the "Management Agent"). The County has approved The John Stewart
Company as the Management Agent. Borrower shall submit for the County's approval the
identity of any proposed subsequent management agent. Borrower shall also submit such
additional information about the background, experience and financial condition of any proposed
management agent as is reasonably necessary for the County to determine whether the proposed
management agent meets the standard for a qualified management agent set forth above. If the
proposed management agent meets the standard for a qualified management agent set forth
above, the County shall approve the proposed management agent by notifying Borrower in
writing. Unless the proposed management agent is disapproved by the County within thirty (30)
days, which disapproval is to state with reasonable specificity the basis for disapproval, it shall
be deemed approved.
5.3 Periodic Performance Review. The County reserves the right to conduct an
annual (or more frequently, if deemed necessary by the County) review of the management
practices and financial status of the Development. The purpose of each periodic review will be
to enable the County to determine if the Development is being operated and managed in
accordance with the requirements and standards of this County Regulatory Agreement. Borrower
shall cooperate with the County in such reviews.
5.4 Replacement of Management Agent. If, as a result of a periodic review, the
County determines in its reasonable judgment that the Development is not being operated and
managed in accordance with any of the material requirements and standards of this County
Regulatory Agreement, the County shall deliver notice to Borrower of its intention to cause
replacement of the Management Agent, including the reasons therefor. Within fifteen (15) days
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after receipt by Borrower of such written notice, the County staff and Borrower shall meet in
good faith to consider methods for improving the financial and operating status of the
Development, including, without limitation, replacement of the Management Agent.
If, after such meeting, County staff recommends in writing the replacement of the
Management Agent, Borrower shall promptly dismiss the then-current Management Agent, and
shall appoint as the Management Agent a person or entity meeting the standards for a
management agent set forth in Section 5.2 above and approved by the County pursuant to
Section 5.2 above.
Any contract for the operation or management of the Development entered into by
Borrower shall provide that the Management Agent may be dismissed and the contract
terminated as set forth above. Failure to remove the Management Agent in accordance with the
provisions of this Section constitutes a default under this County Regulatory Agreement, and the
County may enforce this provision through legal proceedings as specified in Section 6.5 below.
5.5 Approval of Management Policies. Borrower shall submit its written
management policies with respect to the Development to the County for its review, and shall
amend such policies in any way necessary to ensure that such policies comply with the
provisions of this County Regulatory Agreement.
5.6 Property Maintenance.
(a) Borrower shall maintain, for the entire Term of this County Regulatory
Agreement, all interior and exterior Improvements, including landscaping in decent, safe and
sanitary condition, and in good condition and repair. Borrower shall cause the Development to
be: (i) maintained in accordance with all applicable laws, rules, ordinances, orders and
regulations of all federal, state, county, municipal, and other governmental agencies and bodies
having or claiming jurisdiction and all their respective departments, bureaus, and officials; and
(ii) free of all health and safety defects (collectively, the "Maintenance Standards"). Borrower
shall correct any life-threatening maintenance deficiencies immediately upon notification.
(b) At the beginning of each year of the Term, Borrower shall certify to the
County that the Development is in compliance with these Maintenance Standards.
5.7 Property Inspections.
(a) On-Site Physical Inspections. The County will perform on-site inspections
of the Development during the Term to ensure compliance with the Maintenance Standards.
The County will perform an on-site inspection within twelve months after completion of
construction of the Development and at least once every three (3) years during the Term. If the
Development is found to have health and safety violations, the County may perform more
frequent inspections. Borrower shall cooperate in such inspections.
(b) Violation of Maintenance Standards. If after an inspection, the County
determines that Borrower is in violation of the Maintenance Standards, the County will provide
Borrower a written report of the violations. Borrower shall correct the violations set forth in the
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report provided to Borrower by County. The County will perform a follow-up inspection to
verify that the violations have been corrected. If such violations continue for a period of ten
(10) days after delivery of the report to Borrower by the County with respect to graffiti, debris,
waste material, and general maintenance, or thirty (30) days after delivery of the report to
Borrower by the County with respect to landscaping and building improvements, then the
County, in addition to whatever other remedy it may have at law or in equity, has the right to
enter upon the Development and perform or cause to be performed all such acts and work
necessary to cure the violation. Pursuant to such right of entry, the County is permitted (but is
not required) to enter upon the Development and to perform all acts and work necessary to
protect, maintain, and preserve the improvements and landscaped areas on the Development, and
to attach a lien on the Development, or to assess the Development, in the amount of the
expenditures arising from such acts and work of protection, maintenance, and preservation by the
County and/or costs of such cure, which amount Borrower shall promptly pay to the County
upon demand.
ARTICLE 6
MISCELLANEOUS
6.1 Nondiscrimination.
(a) All of the Units must be available for occupancy on a continuous basis to
members of the general public who are income eligible. Borrower may not give preference to
any particular class or group of persons in renting or selling the Units, except to the extent that
the Units are required to be leased to income eligible households pursuant to this County
Regulatory Agreement and the HOME/HOPWA Regulatory Agreement. Borrower herein
covenants by and for Borrower, assigns, and all persons claiming under or through Borrower,
that there exist no discrimination against or segregation of, any person or group of persons on
account of race, color, creed, religion, sex, sexual orientation, marital status, national origin,
source of income (e.g., SSI), ancestry, age, familial status (except for lawful senior housing in
accordance with state and federal law) or disability, in the leasing, subleasing, transferring, use,
occupancy, tenure, or enjoyment of any unit nor will Borrower or any person claiming under or
through Borrower, establish or permit any such practice or practices of discrimination or
segregation with reference to the selection, location, number, use, or occupancy, of tenants,
lessees, sublessees, subtenants, or vendees of any unit or in connection with the employment of
persons for the construction, operation and management of any unit.
(b) Borrower shall accept as Tenants, on the same basis as all other
prospective Tenants, persons who are recipients of federal certificates for rent subsidies pursuant
to the existing housing program under Section 8 of the United States Housing Act, or its
successor. Borrower may not apply selection criteria to Section 8 certificate or voucher holders
that is more burdensome than criteria applied to all other prospective Tenants, nor will Borrower
apply or permit the application of management policies or lease provisions with respect to the
Development which have the effect of precluding occupancy of units by such prospective
Tenants.
6.2 Application of Provisions. The provisions of this County Regulatory Agreement
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apply to the Development for the entire Term even if the Loan is paid in full prior to the end of
the Term. This County Regulatory Agreement binds any successor, heir or assign of Borrower,
whether a change in interest occurs voluntarily or involuntarily, by operation of law or otherwise,
except as expressly released by the County. The County is making the Loan on the condition,
and in consideration of, this provision, and would not do so otherwise.
6.3 Notice of Expiration of Term.
(a) At least six (6) months prior to the expiration of the Term, Borrower shall
provide by first-class mail, postage prepaid, a notice to all Tenants containing (i) the anticipated
date of the expiration of the Term, (ii) any anticipated increase in Rent upon the expiration of the
Term, (iii) a statement that a copy of such notice will be sent to the County, and (iv) a statement
that a public hearing may be held by the County on the issue and that the Tenant will receive
notice of the hearing at least fifteen (15) days in advance of any such hearing. Borrower shall
also file a copy of the above-described notice with the County Assistant Deputy Director,
Department of Conservation and Development.
(b) In addition to the notice required above, Borrower shall comply with the
requirements set forth in California Government Code Sections 65863.10 and 65863.11. Such
notice requirements include: (i) a twelve (12) month notice to existing tenants, prospective
tenants and Affected Public Agencies (as defined in California Government Code Section
65863.10(a)) prior to the expiration of the Term, (ii) a six (6) month notice requirement to
existing tenants, prospective tenants and Affected Public Agencies prior to the expiration of the
Term; (iii) a notice of an offer to purchase the Development to "qualified entities" (as defined in
California Government Code Section 65863.11(d)), if the Development is to be sold within five
(5) years of the end of the Term; (iv) a notice of right of first refusal within the one hundred
eighty (180) day period that qualified entities may purchase the Development.
6.4 Covenants to Run With the Land. The County and Borrower hereby declare their
express intent that the covenants and restrictions set forth in this County Regulatory Agreement
run with the land, and bind all successors in title to the Development, provided, however, that on
the expiration of the Term said covenants and restrictions expire. Each and every contract, deed
or other instrument hereafter executed covering or conveying the Development or any portion
thereof, is to be held conclusively to have been executed, delivered and accepted subject to the
covenants and restrictions, regardless of whether such covenants or restrictions are set forth in
such contract, deed or other instrument, unless the County expressly releases such conveyed
portion of the Development from the requirements of this County Regulatory Agreement.
6.5 Enforcement by the County. If Borrower fails to perform any obligation under
this County Regulatory Agreement, and fails to cure the default within thirty (30) days after the
County has notified Borrower in writing of the default or, if the default cannot be cured within
thirty (30) days, fails to commence to cure within thirty (30) days and thereafter diligently pursue
such cure and complete such cure within sixty (60) days, the County may enforce this County
Regulatory Agreement by any or all of the following actions, or any other remedy provided by
law:
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(a) Calling the Loan. The County may declare a default under the Loan
Documents, accelerate the indebtedness evidenced by the Note, and proceed with foreclosure
under the Deed of Trust.
(b) Action to Compel Performance or for Damages. The County may bring
an action at law or in equity to compel Borrower's performance of its obligations under this
County Regulatory Agreement, and may seek damages.
(c) Remedies Provided Under Loan Documents. The County may exercise
any other remedy provided under the Loan Documents.
The County shall provide notice of a default to Borrower's limited partner in the manner
set forth in Section 6.5 of the Loan Agreement.
6.6 Attorneys' Fees and Costs. In any action brought to enforce this County
Regulatory Agreement, the prevailing party must be entitled to all costs and expenses of suit,
including reasonable attorneys' fees. This section must be interpreted in accordance with
California Civil Code Section 1717 and judicial decisions interpreting that statute.
6.7 Recording and Filing. The County and Borrower shall cause this County
Regulatory Agreement, and all amendments and supplements to it, to be recorded against the
Development in the Official Records of the County of Contra Costa.
6.8 Governing Law. This County Regulatory Agreement is governed by the laws of
the State of California.
6.9 Waiver of Requirements. Any of the requirements of this County Regulatory
Agreement may be expressly waived by the County in writing, but no waiver by the County of
any requirement of this County Regulatory Agreement extends to or affects any other provision
of this County Regulatory Agreement, and may not be deemed to do so.
6.10 Amendments. This County Regulatory Agreement may be amended only by a
written instrument executed by all the parties hereto or their successors in title that is duly
recorded in the official records of the County of Contra Costa.
6.11 Notices. Any notice requirement set forth herein will be deemed to be satisfied
three (3) days after mailing of the notice first-class United States certified mail, postage prepaid,
addressed to the appropriate party as follows:
County: County of Contra Costa
Department of Conservation and Development
30 Muir Road
Martinez, CA 94553
Attn: Assistant Deputy Director
Borrower: SP Commons, L.P.
c/o RCD GP III, LLC
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2220 Oxford Street
Berkeley, CA 94720
Attention: Executive Director
Investor Limited
Partner: Bank of America, N.A.
Community Development Banking Group
MA1-225-02-02
225 Franklin Street
Boston, MA 02110
Attention: Asset Management
With a copy to:
Buchalter, a Professional Corporation
1000 Wilshire Boulevard, Suite 1500
Los Angeles, CA 90017
Attention: Michael A. Williamson, Esq.
Re: B0965-0363 (St. Paul Commons)
Such addresses may be changed by notice to the other party given in the same manner as
provided above.
6.12 Severability. If any provision of this County Regulatory Agreement is determined
by a court of competent jurisdiction to be invalid, illegal or unenforceable, the validity, legality
and enforceability of the remaining portions of this County Regulatory Agreement will not in
any way be affected or impaired thereby.
6.13 Multiple Originals; Counterparts. This County Regulatory Agreement may be
executed in multiple originals, each of which is deemed to be an original, and may be signed in
counterparts.
6.14 HOME/HOPWA Regulatory Agreement. The County and Borrower are entering
into the HOME/HOPWA Regulatory Agreement concurrently with this County Regulatory
Agreement. The HOME/HOPWA Regulatory Agreement will be in effect for twenty-one (21)
years from the Completion Date (the "HOME Term") and include HOME and HOPWA
requirements applicable to the use of HOME Funds and HOPWA Funds. Compliance with the
terms of the HOME/HOPWA Regulatory Agreement will be deemed compliance with this
County Regulatory Agreement during the HOME Term. In the event of a conflict between this
County Regulatory Agreement and the HOME/HOPWA Regulatory Agreement during the
HOME Term, the terms of the HOME/HOPWA Regulatory Agreement will prevail.
6.15 Revival of Agreement after Foreclosure. In the event there is a foreclosure of the
Development, this County Regulatory Agreement will revive according to its original terms if,
during the Term, the owner of record before the foreclosure, or deed in lieu of foreclosure, or any
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entity that includes the former owner or those with whom the former owner has or had family or
business ties, obtains an ownership interest in the Development.
[remainder of page intentionally left blank]
[signatures on following page]
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Signature page
County Regulatory Agreement
863\106\2284601.3
WHEREAS, this County Regulatory Agreement has been entered into by the undersigned
as of the date first written above.
COUNTY:
COUNTY OF CONTRA COSTA, a political
subdivision of the State of California
By: _____________________________
John Kopchik
Director, Department of Conservation and
Development
Approved as to form:
SHARON L. ANDERSON
County Counsel
By:
Kathleen Andrus
Deputy County Counsel
BORROWER:
SP Commons, L.P., a California limited
partnership
By: RCD GP III LLC, a California limited
liability company, its general partner
By: Resources for Community
Development, a California nonprofit
public benefit corporation, its sole
member/manager
By:_______________________
Daniel Sawislak, Executive
Director
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863\106\2284601.3
STATE OF CALIFORNIA )
)
COUNTY OF __________________ )
On ____________________, before me, ___________________________, Notary Public,
personally appeared ______________________________________, who proved to me on the
basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify UNDER PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
______________________________________
Name: ______________________________
Notary Public
A notary public or other officer completing this certificate verifies only the
identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or validity of that document.
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863\106\2284601.3
STATE OF CALIFORNIA )
)
COUNTY OF __________________ )
On ____________________, before me, ___________________________, Notary Public,
personally appeared ______________________________________, who proved to me on the
basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify UNDER PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
______________________________________
Name: ______________________________
Notary Public
A notary public or other officer completing this certificate verifies only the
identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or validity of that document.
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EXHIBIT A
Legal Description
The land is situated in the State of California, County of Contra Costa, and is described as
follows:
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CDBG REVOCABLE GRANT AGREEMENT
St Paul's Social Services Facility
This CDBG Revocable Grant Agreement (the "Agreement") is dated March 1, 2018 and
is among the County of Contra Costa, a political subdivision of the State of California (the
"County"), Resources for Community Development, a California nonprofit public benefit
corporation ("RCD") and St. Paul’s Episcopal Church in Walnut Creek, California ("St. Paul's");
RCD and St. Paul's are collectively, the "Grantee."
RECITALS
A. Defined terms used but not defined in these recitals are as defined in Article 1 of
this Agreement.
B. The County has received funds from the United States Department of Housing
and Urban Development ("HUD") under Title I of the Housing and Community Development
Act of 1974, as amended ("CDBG Funds"). The CDBG Funds must be used by the County in
accordance with 24 C.F.R. Part 570.
C. St Paul's is the owner of that certain real property located at 1860 Trinity Avenue
in the City of Walnut Creek, County of Contra Costa, State of California (the "Property").
Concurrently herewith SP Commons, L.P., a California limited partnership (the "Partnership") is
entering into a ground lease agreement with St Paul's (the "Ground Lease"), pursuant to which
the Partnership will acquire a leasehold interest in the Property from St. Paul's. The Partnership
intends to demolish the existing improvements on the Property and construct a new building on
the Property (the "New Building"). Within a portion of the New Building the Partnership intends
to construct forty-five (45) multifamily housing units for rental to extremely low, very low and
low income households, including one (1) manager's unit, and attendant site improvements.
D. Concurrently herewith RCD is entering into a master lease with the Partnership (the
"Master Lease") to lease approximately 7,000 square feet of the ground floor of the New
Building (the "Ground Floor Space"). Pursuant to the Master Lease, RCD is entering into a lease
agreement with St. Paul's (the "Ground Floor Lease"), pursuant to which St. Paul's is leasing the
Ground Floor Space, approximately 4,900 square feet of which will be used for CDBG-eligible
uses (the "Premises"). Under the terms of the Ground Floor Lease, St. Paul's will cause the
Premises to be built-out to create a social service facility that will house a homeless day shelter
and service program and/or other CDBG-eligible uses (the "Center"). A diagram of the Center is
attached to this Agreement as Exhibit A. Construction of the Center is the "Project."
E. Upon completion of the Project St. Paul's will enter into a sublease of the
Premises (the "Sublease"). The subtenant under the Sublease (the "Service Provider") will
operate the Center. St. Paul's anticipates that the initial Service Provider will be Trinity Center
Walnut Creek, a California nonprofit public benefit corporation.
F. Grantee desires to obtain from the County One Million Dollars ($1,000,000) of
CDBG Funds (the "Grant").
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G. Due to the assistance provided through the Grant, the County is requiring the
Center to be operated in accordance with this Agreement for a period of five (5) years.
H. RCD and St. Paul's have agreed that RCD will perform the following role in
connection with the Project: (i) enter into the construction contract with a general contractor for
the Project and oversee the Project; (ii) act as fiscal agent for the receipt of the Grant from the
County and disbursement of the Grant for approved costs; and (iii) transmit to the County all
documentation required to be submitted by RCD to the County under this Agreement.
I. In accordance with the National Environmental Policy Act of 1969, as amended
(42 U.S.C. 4321-4347) ("NEPA"), the County has completed and approved all applicable
environmental review for the activities proposed to be undertaken under this Agreement.
The parties therefore agree as follows:
AGREEMENT
ARTICLE 1 DEFINITIONS AND EXHIBITS
Section 1.1 Definitions.
The following terms have the following meanings:
(a) "Accessibility Requirements" has the meaning set forth in Section 3.9.
(b) "Agreement" means this CDBG Revocable Grant Agreement.
(c) "Approved Development Budget" means the budget for the Project,
including sources and uses of funds, as approved by the County, and attached hereto and
incorporated herein as Exhibit B.
(d) "Assistant Deputy Director" means the County's Assistant Deputy
Director, Department of Conservation and Development, or his or her designee.
(e) "Bid Package" means the package of documents RCD's general contractor
is required to distribute to potential bidders as part of the process of selecting subcontractors for
the Project. The Bid Package is to include the following: (i) an invitation to bid; (ii) copy of the
proposed construction contract; (iii) a form of bid guarantee that is reasonably acceptable to the
County that guarantees, at a minimum, an amount equal to five percent (5%) of the bid price; and
(iv) all Construction Plans.
(f) "CDBG" means the Community Development Block Grant Program,
funded pursuant to Title I of the Housing and Community Development Act of 1974 (42 USC
5301, et seq.).
(g) "CDBG Funds" has the meaning set forth in Paragraph B of the Recitals.
(h) "Center" has the meaning set forth in Paragraph D of the Recitals.
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(i) "City" means the City of Walnut Creek, California, a municipal
corporation.
(j) "Commencement of Construction" has the meaning set forth in
Section 3.5.
(k) "Construction Plans" means all construction documentation upon which
RCD and RCD's general contractor rely in constructing the Center and includes, but is not
limited to, final architectural drawings, landscaping plans and specifications, final elevations,
building plans and specifications (also known as "working drawings").
(l) "County" has the meaning set forth in the first paragraph of this
Agreement.
(m) "Event of Default" means a RCD Event of Default and/or a St. Paul's
Event of Default.
(n) "Grant" has the meaning set forth in Paragraph F of the Recitals.
(o) "Grantee" has the meaning set forth in the first paragraph of this
Agreement.
(p) "Ground Floor Lease" has the meaning set forth in Paragraph D of the
Recitals.
(q) "Ground Floor Space" has the meaning set forth in Paragraph D of the
Recitals.
(r) "Ground Lease" has the meaning set forth in Paragraph C of the Recitals.
(s) "HUD" has the meaning set forth in Paragraph B of the Recitals.
(t) "Master Lease" has the meaning set forth in Paragraph D of the Recitals.
(u) "NEPA" has the meaning set forth in Paragraph I of the Recitals.
(v) "New Building" has the meaning set forth in Paragraph C of the Recitals.
(w) "Partnership" has the meaning set forth in Paragraph C of the Recitals.
(x) "Premises" has the meaning set forth in Paragraph D of the Recitals.
(y) "Project" has the meaning set forth in Paragraph D of the Recitals.
(z) "Property" has the meaning set forth in Paragraph C of the Recitals.
(aa) "RCD" has the meaning set forth in the first paragraph of this Agreement.
(bb) "RCD Event of Default" has the meaning set forth in Section 6.1(a).
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(cc) "Retention Amount" means Fifty Thousand Dollars ($50,000) of the
Grant, the disbursement of which is described in Section 2.4.
(dd) "Service Provider" has the meaning set forth in Paragraph E of the
Recitals.
(ee) "St. Paul's" has the meaning set forth in the first paragraph of this
Agreement.
(ff) "St. Paul's Event of Default" has the meaning set forth in Section 6.1(b).
(gg) "Sublease" has the meaning set forth in Paragraph E of the Recitals.
(hh) "Term" means the period of time that commences on the date of this
Agreement, and expires, unless sooner terminated in accordance with this Agreement, on the
fifth (5th) anniversary of the date of initial use of the Center for its intended purpose, provided
that any interim period where the Center is not being operated for its intended purpose will
extend the five (5) year term by that period.
(ii) "Transfer" has the meaning set forth in Section 4.9 below.
Section 1.2 Exhibits
The following exhibits are attached to this Agreement and incorporated into this
Agreement by this reference:
Exhibit A: Diagram of the Center
Exhibit B: Approved Development Budget
Exhibit C: NEPA Mitigation Requirements
ARTICLE 2 GRANT PROVISIONS
Section 2.1 Grant.
Upon satisfaction of the conditions set forth in Section 2.3 and Section 2.4 of this
Agreement, the County shall disburse the Grant to RCD as the fiscal agent for St. Paul's, for the
purposes set forth in Section 2.2 of this Agreement.
Section 2.2 Use of Grant Funds.
(a) Grantee shall use the Grant for the Project, consistent with the Approved
Development Budget. Grantee may not use the Grant proceeds for any other purposes without
the prior written consent of the County. The use of the CDBG Funds for the construction of the
Center is considered an eligible activity under 24 C.F.R. 570.201(e) – public services. The
Grantee is prohibited from using the Grant or personnel employed in the administration of the
Project for: political activities; religious activities; to promote religious interests; for the benefit
of a religious organization; lobbying; political patronage; or nepotism activities.
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(b) St. Paul's shall ensure that the operation of the Center meets a national
objective under 24 C.F.R. 570.208(a)(2) as a "limited clientele activity" which "benefits low and
moderate income persons." To meet this national objective, the Center must serve a population,
at least fifty-one percent (51%) of which, are low or moderate income persons. "Low or
moderate income person" means a member of a family having an income equal to or less than the
Section 8 low-income limit established by HUD.
Section 2.3 Conditions Precedent to Disbursement of Grant Funds.
The disbursements made pursuant to this Section 2.3 may not exceed Nine Hundred Fifty
Thousand Dollars ($950,000). The County is not obligated to disburse any portion of the Grant,
or to take any other action under this Agreement unless all of the following conditions have been
and continue to be satisfied:
(a) There exists no Event of Default nor any act, failure, omission or
condition that would constitute an Event of Default under this Agreement;
(b) St. Paul's and RCD have entered into the Ground Floor Lease ;
(c) St. Paul's and RCD have provided the County with copies of their
respective organizational documents and a copy of their respective authorizing resolution,
approving the transactions contemplated under this Agreement, and authorizing their respective
execution of this Agreement;
(d) There exists no material adverse change in the financial condition of St.
Paul's and RCD from that shown by the financial statements and other data and information
furnished by St. Paul's and RCD to the County prior to the date of this Agreement;
(e) St. Paul's and RCD have furnished the County with evidence of the
insurance coverage meeting the requirements of Section 4.10 below;
(f) St. Paul's and RCD have executed and delivered to the County this
Agreement and has caused all other documents, instruments, and policies required under this
Agreement to be delivered to the County;
(g) All environmental review necessary for the Project ha s been completed,
and RCD has provided the County evidence of planned compliance with all NEPA requirements
and mitigation measures applicable to construction, and evidence of compliance with all NEPA
requirements and mitigation measures applicable to preconstruction;
(h) Grantee has obtained all permits and approvals necessary for the Project;
(i) The County has received and approved the Bid Package for the
subcontractors for the Project pursuant to Section 3.2 below;
(j) The County has received and approved the general contractor's
construction contract that RCD has entered or proposes to enter for the Project pursuant to
Section 3.3 below;
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(k) The County has received and approved labor and material (payment)
bonds and performance bonds as required pursuant to Section 3.4 below;
(l) RCD has provided the County a certification from the project architect or
qualified accessibility specialist that the construction plans are in conformance with the
Accessibility Requirements;
(m) The County has determined the undisbursed proceeds of the Grant,
together with other funds or firm commitments for funds that Grantee has obtained in connection
with the Project, are not less than the amount the County determines is necessary to pay for the
Project and to satisfy all of the covenants contained in this Agreement; and
(n) The County has received a written draw request from RCD, including: (i)
certification that the condition set forth in Section 2.3(a) continues to be satisfied; (ii)
certification that the proposed uses of funds is consistent with the Approved Development
Budget; (iii) the amount of funds needed; and, (iv) where applicable, a copy of the bill or invoice
covering a cost incurred or to be incurred. When a disbursement is requested to pay any
contractor in connection with the Project, the written request must be accompanied by: (1)
certification by the Project architect reasonably acceptable to the County that the work for which
disbursement is requested has been completed (although the County reserves the right to inspect
the Premises and make an independent evaluation); and (2) lien releases and/or mechanics lien
title insurance endorsements reasonably acceptable to the County.
Section 2.4 Conditions Precedent to Disbursement of Retention.
The County is not obligated to disburse the Retention Amount unless the following
conditions precedent are satisfied:
(a) The County has received from RCD copies of the certificate of occupancy
or equivalent final permit sign-offs for the Center;
(b) The County has received from St. Paul's and RCD current evidence of the
insurance coverage meeting the requirements of Section 4.10 below;
(c) The County has approved the Service Provider;
(d) The County has approved the Sublease and received from St. Paul's a copy
of the Sublease;
(e) The County has received from RCD all relevant contract activity
information, including compliance with Section 3 requirements and minority-owned (MBE) and
women-owned (WBE) business requirements;
(f) If Grantee was required to comply with relocation the County has received
from RCD evidence of compliance with all applicable relocation requirements;
(g) The County has received from St. Paul's contact information for the
Service Provider;
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(h) If Grantee is required to pay prevailing wages under the Davis-Bacon Act
(40 U.S.C. 3141-3148), the County has received confirmation that RCD has submitted all
certified payrolls to the County, and any identified payment issues have been resolved, or RCD
is working diligently to resolve any such issues;
(i) The County has received from RCD evidence of compliance with all
NEPA mitigation requirements as set forth in Exhibit C; and
(j) The County has received a written draw request from RCD, including
certification that the condition set forth in Section 2.3(a) continues to be satisfied, and setting
forth the proposed uses of funds consistent with the Approved Development Budget, and, where
applicable, a copy of the bill or invoice covering a cost incurred or to be incurred. RCD shall
apply the disbursement for the purpose(s) requested.
Section 2.5 Repayment Obligation.
Subject to Sections 6.1 and 6.2, no repayment of the Grant is required for the Term.
ARTICLE 3 CONSTRUCTION OF THE CENTER
Section 3.1 Permits and Approvals.
Grantee shall obtain all permits or permit ready letter and approvals necessary for the
construction of the New Building no later than March 31, 2018, or such later date that the
County approves in writing.
Section 3.2 Bid Package.
Not later than thirty (30) days prior to RCD's proposed date for advertising the Bid
Package, RCD shall submit to the County a copy of the Project general contractor's proposed Bid
Package. The County, shall approve or disapprove the Bid Package within fifteen (15) days after
receipt of the Bid Package. If the County rejects the proposed Bid Package the reasons therefore
must be given to RCD. RCD will then have fifteen (15) days to revise the proposed Bid Package
and resubmit it to the County. The County will then have fifteen (15) days to review and
approve RCD's new or corrected Bid Package. The provisions of this Section will continue to
apply until a proposed Bid Package has been approved by the County. RCD may not publish a
proposed Bid Package until it has been approved by the County.
Section 3.3 Construction Contract.
(a) Not later than fifteen (15) days prior to the proposed Commencement of
Construction, RCD shall submit to the County for approval a draft of the proposed construction
contract for the Center. All construction work and professional services are to be performed by
persons or entities licensed or otherwise authorized to perform the applicable construction work
or service in the State of California. Each contract that RCD enters for the Project is to provide
that at least ten percent (10%) of the costs incurred will be payable only upon completion of the
construction, subject to early release of retention for specified subcontractors upon approval by
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the County. The construction contract will include all applicable CDBG requirements set forth
in Section 4.5. The County's approval of the construction contract may not be deemed to
constitute approval of or concurrence with any term or condition of the construction contract
except as such term or condition may be required by this Agreement.
(b) Upon receipt by the County of the proposed construction contract, the
County shall promptly review same and approve or disapprove it within ten (10) days. If the
construction contract is not approved by the County, the County shall set forth in writing and
notify RCD of the County's reasons for withholding such approval. RCD shall thereafter submit
a revised construction contract for the County's approval, which approval is to be granted or
denied in ten (10) days in accordance with the procedures set forth above. Any construction
contract executed by RCD for the Center is to be in the form approved by the County.
Section 3.4 Construction Bonds.
Not later than thirty (30) days prior to the proposed Commencement of Construction
RCD shall deliver to the County copies of labor and material bonds and performance bonds for
the Project in an amount equal to one hundred percent (100%) of the scheduled cost of the
Project. Such bonds must name the County as a co-obligee.
Section 3.5 Commencement of Construction.
Commencement of Construction of the Center will occur subsequent to commencement
of construction of the New Building. RCD shall provide the County notice of Commencement
of Construction. For the purposes of this Agreement, "Commencement of Construction" means
the date set for the start of the Project in the notice to proceed issued by RCD to the general
contractor.
Section 3.6 Completion of Construction.
(a) RCD shall diligently prosecute the Project to completion, and shall cause
the Project to be completed no later than July 30, 2019 or such later date that the County
approves in writing.
(b) RCD shall give notice to the County upon completion of the Project.
Upon receipt of such notice the County will perform an inspection of the Premises to determine
if the Center was constructed in accordance with this Agreement. If the County determines the
Center was not constructed in accordance with the terms of this Agreement, the County will
provide RCD with a written report of the deficiencies. RCD shall correct such deficiencies
within the timeframe set forth in the notice provided to RCD by the County.
Section 3.7 Changes; Construction Pursuant to Plans and Laws.
(a) Changes. RCD shall construct the Center in conformance with: (i) the
plans and specifications approved by the Building Division of the City's Community and
Economic Development Department; and (ii) the Approved Development Budget. RCD shall
notify the County in a timely manner of any changes in the work required to be performed under
this Agreement, including any additions, changes, or deletions to the plans and specifications
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approved by the City. Written authorization from the County must be obtained before any of the
following changes, additions, or deletions in work for the Project may be performed: (i) any
change in the work the cost of which exceeds Twenty-Five Thousand Dollars ($25,000); or (ii)
any set of changes in the work the cost of which cumulatively exceeds Fifty Thousand Dollars
($50,000) or ten percent (10%) of the Grant amount, whichever is less; or (iii) any material
change in building materials or equipment, specifications, or the structural or architectural design
or appearance of the Center as provided for in the plans and specifications approved by the City.
The County's consent to any additions, changes, or deletions to the work does not relieve or
release Grantee from any other obligations under this Agreement, or relieve or release Grantee or
its surety from any surety bond.
(b) Compliance with Laws. RCD shall cause all work performed in
connection with the Project to be performed in compliance with:
(i) all applicable laws, codes (including building codes and codes
applicable to the mitigation of disasters such as earthquakes), ordinances, rules and regulations
of federal, state, county or municipal governments or agencies now in force or that may be
enacted hereafter; and
(ii) all directions, rules and regulations of any fire marshal, health
officer, building inspector, or other officer of every governmental agency now having or
hereafter acquiring jurisdiction. RCD may permit the work to proceed only after procurement of
each permit, license, or other authorization that may be required by any governmental agency
having jurisdiction, and RCD is responsible to the County for the procurement and maintenance
thereof.
Section 3.8 Prevailing Wages.
(a) Davis Bacon. RCD shall cause the Project to be in compliance with the
prevailing wage requirements of the federal Davis-Bacon Act (40 U.S.C. 3141-3148). RCD
shall indemnify, hold harmless and defend (with counsel reasonably acceptable to the County)
the County against any claim for damages, compensation, fines, penalties or other amounts
arising out of the failure or alleged failure of any person or entity (including RCD, its contractor
and subcontractors) to pay prevailing wages as determined pursuant to the prevailing wage
provisions of the federal Davis-Bacon Act and implementing rules and regulations in connection
with the Project or any other work undertaken or in connection with the Project. The
requirements in this subsection survive the expiration of the Term.
(b) State Prevailing Wages.
(i) RCD shall:
(1) pay, and shall cause any consultants or contractors to pay,
prevailing wages in the Project as those wages are determined pursuant to California Labor Code
Section 1720 et seq.;
(2) cause any consultants or contractors to employ apprentices
as required by California Labor Code Section 1777.5 et seq., and the implementing regulations
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of the Department of Industrial Relations (the "DIR"), and to comply with the other applicable
provisions of California Labor Code Sections 1720 et seq., and implementing regulations of the
DIR;
(3) keep and retain, and shall cause any consultants and
contractors to keep and retain, such records as are necessary to determine if such prevailing
wages have been paid as required pursuant to California Labor Code Section 1720 et seq., and
apprentices have been employed are required by California Labor Code Section 1777.5 et seq.;
(4) post at the Premises, or shall cause the contractor to post at
the Premises, the applicable prevailing rates of per diem wages. Copies of the currently
applicable current per diem prevailing wages are available from DIR;
(5) cause contractors and subcontractors constructing the
Center to be registered as set forth in California Labor Code Section 1725.5 and provide the
County evidence of such registration including all registration numbers, and the names of all
contractors and subcontractors;
(6) cause all contracts to include the requirements set forth in
California Labor Code Section 1720 et seq. including a copy of the California Labor Code
Section Sections listed in California Labor Code Section 1775(b)(1);
(7) cause its contractors and subcontractors, in all calls for
bids, bidding materials and the construction contract documents for the Project to specify that:
(A) no contractor or subcontractor may be listed on a
bid proposal nor be awarded a contract for the Project unless registered with the DIR pursuant to
California Labor Code Section 1725.5; and
(B) the Project is subject to compliance monitoring and
enforcement by the DIR.
(8) provide the County all information required by California
Labor Code Section 1773.3 as set forth in the DIR's online form PWC-100 within 2 days of the
award of any contract (https://www.dir.ca.gov/pwc100ext/);
(9) cause its contractors to post job site notices, as prescribed
by Title 8 California Code of Regulations 16451(d), or otherwise as required by the DIR; and
(10) cause its contractors to furnish payroll records required by
California Labor Code Section 1776 directly to the Labor Commissioner, at least monthly in the
electronic format prescribed by the Labor Commissioner.
(ii) RCD shall indemnify, hold harmless and defend (with counsel
reasonably acceptable to the County) the County against any claim for damages, compensation,
fines, penalties or other amounts arising out of the failure or alleged failure of any person or
entity (including RCD, its contractor and subcontractors) to pay prevailing wages as determined
pursuant to California Labor Code Section 1720 et seq., to employ apprentices pursuant to
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California Labor Code Section 1777.5 et seq., to meet the conditions of California Labor Code
Section 1771.4, and implementing regulations of the DIR, or to comply with the other applicable
provisions of California Labor Code Sections 1720 et seq., 1777.5 et seq., and 1771.4, and the
implementing regulations of the DIR, in connection with the Project. The requirements in this
Section survive the expiration of the Term.
Section 3.9 Accessibility Requirements for Construction.
RCD shall cause the Center to be constructed in compliance with all applicable federal,
state, and local disabled persons accessibility requirements including, but not limited to
the applicable provisions of: (i) the Unruh Act, (ii) the California Fair Employment and
Housing Act, (iii) Section 504 of the Rehabilitation Act of 1973, (iv) the United States
Fair Housing Act, as amended, (v) the Americans With Disabilities Act of 1990, and (vi)
Chapters 11A and 11B of Title 24 of the California Code of Regulations, which relate to
disabled persons access (collectively, the "Accessibility Requirements "). RCD shall
indemnify, hold harmless and defend (with counsel reasonably acceptable to the County)
the County against any claim for damages, compensation, fines, penalties or other
amounts arising out of the failure or alleged failure of any person or entity (including
RCD, its architect, contractor and subcontractors) to construct the Center in accordance
with the Accessibility Requirements. The requirements in this Section survive the
expiration of the Term.
Section 3.10 Equal Opportunity.
During the Project discrimination on the basis of race, color, creed, religion, age, sex,
sexual orientation, marital status, national origin, ancestry, or disability in the hiring, firing,
promoting, or demoting of any person engaged in the construction work is not allowed.
Section 3.11 Minority and Women-Owned Contractors.
RCD shall use its best efforts to afford minority-owned and women-owned business
enterprises the maximum practicable opportunity to participate in the Project. RCD shall, at a
minimum, notify applicable minority-owned and women-owned business firms located in Contra
Costa County of bid opportunities for the Project. A listing of minority owned and women
owned businesses located in the County and neighboring counties is available from the County.
Documentation of such notifications must be maintained by RCD and available to the County
upon request.
Section 3.12 Progress Reports.
Until such time as St. Paul's has received a certificate of occupancy from the City for the
Center, RCD shall provide the County with quarterly progress reports regarding the status of the
Project, including a certification that the actual construction costs to date conform to the
Approved Development Budget, as it may be amended from time to time pursuant to Section
3.15 below.
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Section 3.13 Construction Responsibilities.
(a) RCD is responsible for the coordination and scheduling of the work to be
performed so that commencement and completion of the Project takes place in accordance with
this Agreement.
(b) RCD is solely responsible for all aspects of RCD's conduct in connection
with the Project, including (but not limited to) the quality and suitability of the plans and
specifications, the supervision of construction work, and the qualifications, financial condition,
and performance of all architects, engineers, contractors, subcontractors, suppliers, consultants,
and property managers. Any review or inspection undertaken by the County with reference to
the Project is solely for the purpose of determining whether RCD is properly discharging its
obligations to the County, and may not be relied upon by RCD or by any third parties as a
warranty or representation by the County as to the quality of the design or construction of the
Center.
Section 3.14 Inspections.
Grantee shall permit and facilitate, and shall require its contractors to permit and
facilitate, observation and inspection at the Premises by the County and by public authorities
during reasonable business hours during the Term, for the purposes of determining compliance
with this Agreement.
Section 3.15 Approved Development Budget; Revisions to Budget.
As of the date of this Agreement, the County has approved the Approved Development
Budget set forth in Exhibit B. RCD shall submit any required amendments to the Approved
Development Budget to the County for approval within five (5) days after the date RCD receives
information indicating that actual costs of the Project vary or will vary from the costs shown on
the Approved Development Budget. Written consent of the County will be required to amend
the Approved Development Budget.
Section 3.16 NEPA Mitigation Requirements.
RCD shall comply with the NEPA mitigation requirements set forth in the attached
Exhibit C in the Project.
ARTICLE 4 GRANT REQUIREMENTS
Section 4.1 Financial Accountings.
No later than sixty (60) days following completion of the Project, RCD shall provide to
the County for review and approval, a financial accounting of all sources and uses of funds for
the Project.
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Section 4.2 Information.
St. Paul's and RCD shall provide any information reasonably requested by the County in
connection with the Project and the Center, including (but not limited to) any information
required by HUD in connection with the use of the Grant funds.
Section 4.3 Records.
(a) RCD Records. RCD shall keep and maintain at its principal place of
business set forth in Section 6.11 below, or elsewhere with the County's written consent, full,
complete and appropriate books, records and accounts relating to the Project. RCD shall cause
all books, records and accounts relating to compliance with the terms, provisions, covenants and
conditions of this Agreement to be kept and maintained in accordance with generally accepted
accounting principles consistently applied, and to be consistent with requirements of this
Agreement. RCD shall cause all books, records, and accounts of RCD to be open to and
available for inspection and copying by HUD, the County, its auditors or other authorized
representatives at reasonable intervals during normal business hours. RCD shall cause copies of
all tax returns and other reports that RCD may be required to furnish to any government agency
to be open for inspection by the County at all reasonable times at the place that the books,
records and accounts of the Center are kept. RCD shall preserve such records for a period of not
less than five (5) years after their creation in compliance with all HUD records and accounting
requirements. If any litigation, claim, negotiation, audit exception, monitoring, inspection or
other action relating to the use of the Grant and the Project is pending at the end of the record
retention period stated herein, then RCD shall retain the records until such action and all related
issues are resolved. RCD shall cause the records to include all invoices, receipts, and other
documents related to expenditures from the Grant funds. RCD shall cause records to be accurate
and current and in a form that allows the County to comply with the record keeping requirements
contained in 24 C.F.R. 570.506. Such records are to include but are not limited to:
(i) Records providing a full description of the construction
activities undertaken with the use of the Grant funds;
(ii) Financial records as required by 24 C.F.R. 570.502 and 2
C.F.R. Part 200;
(iii) Records demonstrating compliance with MBE/WBE
requirements;
(iv) Records demonstrating compliance with 24 C.F.R. Part 135
which implements Section 3 of the Housing Development Act of 1968; and
(v) Records demonstrating compliance with applicable
relocation requirements, which must be retained for at least five (5) years after the date by
which persons displaced from the Premises have received final payments.
(b) St. Paul's Records. St. Paul's shall keep and maintain at its principal place
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of business set forth in Section 6.11 below, or elsewhere with the County's written consent, full,
complete and appropriate books, records and accounts relating to the Center and the operation of
the Center by the Service Provider. St. Paul's shall cause all books, records and accounts relating
to compliance with the terms, provisions, covenants and conditions of this Agreement to be kept
and maintained in accordance with generally accepted accounting principles consistently applied,
and to be consistent with requirements of this Agreement. St. Paul's shall cause all books,
records, and accounts of St. Paul's and the Service Provider to be open to and available for
inspection and copying by HUD, the County, its auditors or other authorized representatives at
reasonable intervals during normal business hours. St. Paul's shall cause copies of all tax returns
and other reports that St. Paul's and the Service Provider may be required to furnish to any
government agency to be open for inspection by the County at all reasonable times at the place
that the books, records and accounts of the Center are kept. St. Paul's shall preserve such records
for a period of not less than five (5) years after their creation in compliance with all HUD records
and accounting requirements. If any litigation, claim, negotiation, audit exception, monitoring,
inspection or other action relating to the operation of the Center is pending at the end of the
record retention period stated herein, then St. Paul's shall retain the records until such action and
all related issues are resolved. St. Paul's shall cause records to be accurate and current and in a
form that allows the County to comply with the record keeping requirements contained in 24
C.F.R. 570.506. The County agrees that if the Service Provider is required to provide the
County records substantially similar to those listed in this Section 4.3 such as in relation to
Emergency Solutions Grant funds provided to the Service Provider by the County, that provision
of such records to the County will suffice for compliance with the corresponding requirements of
this Section. Such records are to include but are not limited to:
(i) Records providing a full description of the operating
activities undertaken with the use of the Grant funds;
(ii) Records demonstrating the eligibility of activities under the
CDBG regulations set forth in 24 C.F.R. 570 et seq., and that use of the CDBG Funds meets one
of the national objectives of the CDBG program set forth in 24 C.F.R. Section 570.208;
(iii) Financial records as required by 24 C.F.R. 570.502 and 2
C.F.R. Part 200;
(iv) Records demonstrating compliance with applicable
relocation requirements, which must be retained for at least five (5) years after the date by
which persons displaced from the Premises have received final payments; and
(v) Records demonstrating compliance with labor requirements
including certified payrolls from the Project general contractor evidencing that applicable
prevailing wages have been paid.
(c) The County shall notify Grantee of any records deemed insufficient.
Grantee has fifteen (15) calendar days after the receipt of such a notice to correct any deficiency
in the records specified by the County in such notice, or if a period longer than fifteen (15) days
is reasonably necessary to correct the deficiency, then Grantee must begin to correct the
deficiency within fifteen (15) days and correct the deficiency as soon as reasonably possible.
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Section 4.4 County Audits.
(a) During the Project RCD shall provide the County with a copy of RCD's,
annual audit, which is to include information on the use of the Grant. During the operation of the
Center, St. Paul's shall provide the County with a copy of the Service Provider's annual audit,
which is to include information on the Service Provider's activities pertaining to the Center. RCD
shall, and St. Paul's shall cause the Service Provider to, follow the applicable audit requirements
of 2 C.F.R. Part 200.
(b) In addition, the County may, at any time, audit all of RCD's, St. Paul's' and
the Service Provider's books, records, and accounts pertaining to the Project and the operation of
the Center as applicable. Any such audit is to be conducted during normal business hours at the
principal place of business of Grantee and wherever records are kept. Immediately after the
completion of an audit, the County shall deliver a copy of the results of the audit to Grantee.
Section 4.5 CDBG Requirements.
(a) RCD shall comply with all applicable laws and regulations governing the
use of the CDBG Funds as set forth in 24 C.F.R. Part 570 in the Project. St. Paul's shall comply,
and shall cause the Service Provider to comply with all applicable laws and regulations
governing the use of the CDBG Funds as set forth in 24 C.F.R. Part 570 in the operation of the
Center.
(b) The laws and regulations governing the use of the Grant funds and
operation of the Center include (but are not limited to) the following:
(i) Environmental and Historic Preservation. 24 C.F.R. Part 58,
which prescribes procedures for compliance with the National Environmental Policy Act of
1969 (42 U.S.C. 4321-4361), and the additional laws and authorities listed at 24 C.F.R. 58.5;
(vi) Applicability of Uniform Administrative Requirements, Cost
Principles, and Audit Requirements for Federal Awards. The applicable policies, guidelines,
and requirements of 2 C.F.R. Part 200;
(vii) Debarred, Suspended or Ineligible Contractors. The prohibition on
the use of debarred, suspended, or ineligible contractors set forth in 24 C.F.R. Part 24;
(viii) Civil Rights, Housing and Community Development, and Age
Discrimination Acts. The Fair Housing Act (42 U.S.C. 3601 et seq.) and implementing
regulations at 24 C.F.R. Part 100; Title VI of the Civil Rights Act of 1964 as amended; Title
VIII of the Civil Rights Act of 1968 as amended; Section 104(b) and Section 109 of Title I of
the Housing and Community Development Act of 1974 as amended; Section 504 of the
Construction Act of 1973 (29 USC 794, et seq.); the Age Discrimination Act of 1975 (42 USC
6101, et seq.); Executive Order 11063 as amended by Executive Order 12259 and implementing
regulations at 24 C.F.R. Part 107; Executive Order 11246 as amended by Executive Orders
11375, 12086, 11478, 12107; Executive Order 11625 as amended by Executive Order 12007;
Executive Order 12432; Executive Order 12138 as amended by Executive Order 12608;
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(ix) Lead-Based Paint. The requirement of the Lead-Based Paint
Poisoning Prevention Act, as amended (42 U.S.C. 4821 et seq.), the Residential Lead-Based
Paint Hazard Reduction Act (42 U.S.C. 4851 et seq.), and implementing regulations at 24
C.F.R. Part 35;
(x) Relocation. The requirements of the Uniform Relocation
Assistance and Real Property Acquisition Policies Act of 1970 (42 U.S.C. 4601, et seq.), and
implementing regulations at 49 C.F.R. Part 24; Section 104(d) of the Housing and Community
Development Act of 1974 and implementing regulations at 24 C.F.R. 42 et seq.; 24 C.F.R.
570.606; and California Government Code Section 7260 et seq. and implementing regulations at
25 California Code of Regulations Sections 6000 et seq. If and to the extent that development
of the Center results in the permanent or temporary displacement of residential tenants,
homeowners, or businesses, then Grantee shall comply with all applicable local, state, and
federal statutes and regulations with respect to relocation planning, advisory assistance, and
payment of monetary benefits. Grantee shall prepare and submit a relocation plan to the County
for approval. Grantee is solely responsible for payment of any relocation benefits to any
displaced persons and any other obligations associated with complying with such relocation
laws. Grantee shall indemnify, defend (with counsel reasonably chosen by the County), and
hold harmless the County against all claims that arise out of relocation obligations to residential
tenants, homeowners, or businesses permanently or temporarily displaced by the Center;
(xi) Discrimination against the Disabled. The requirements of the Fair
Housing Act (42 U.S.C. 3601 et seq.) and implementing regulations at 24 C.F.R. Part 100;
Section 504 of the Construction Act of 1973 (29 U.S.C. 794), and federal regulations issued
pursuant thereto, which prohibit discrimination against the disabled in any federally assisted
program, the requirements of the Architectural Barriers Act of 1968 (42 U.S.C. 4151-4157) and
the applicable requirements of Title II and/or Title III of the Americans with Disabilities Act of
1990 (42 U.S.C. 12131 et seq.), and federal regulations issued pursuant thereto;
(xii) Clean Air and Water Acts. The Clean Air Act, as amended,
42 U.S.C. 7401 et seq., the Federal Water Pollution Control Act, as amended, 33 U.S.C. 1251 et
seq., and the regulations of the Environmental Protection Agency with respect thereto, at 40
C.F.R. Part 1500, as amended from time to time;
(xiii) Uniform Administrative Requirements. The provisions of 24
C.F.R. 570.502 regarding cost and auditing requirements;
(xiv) Training Opportunities. The requirements of Section 3 of the
Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701u ("Section 3"),
requiring that to the greatest extent feasible opportunities for training and employment be given
to lower income residents of the project area and agreements for work in connection with the
Project be awarded to business concerns which are located in, or owned in substantial part by
persons residing in, the areas of the Project. RCD agrees to include the following language in
all subcontracts executed under this Agreement:
(1) The work to be performed under this contract is subject to
the requirements of Section 3 of the Housing and Urban Development Act of 1968, as amended,
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12 U.S.C. 1701u. The purpose of Section 3 is to ensure that employment and other economic
opportunities generated by HUD assistance or HUD-assisted projects covered by Section 3, shall,
to the greatest extent feasible, be directed to low- and very low-income persons, particularly
persons who are recipients of HUD assistance for housing.
(2) The parties to this contract agree to comply with HUD's
regulations in 24 C.F.R. Part 135, which implement Section 3. As evidenced by their execution
of this contract, the parties to this contract certify that they are under no contractual or other
impediment that would prevent them from complying with the Part 135 regulations.
(3) The contractor agrees to send to each labor organization or
representative of workers with which the contractor has a collective bargaining agreement or
other understanding, if any, a notice advising the labor organization or workers' representative of
the contractor's commitments under this Section 3 clause; and will post copies of the notice in
conspicuous places at the work site where both employees and applicants for training and
employment positions can see the notice. The notice shall describe the Section 3 preference;
shall set forth minimum number and job titles subject to hire; availability of apprenticeship and
training positions; the qualifications for each; the name and location of the person(s) taking
applications for each of the positions; and the anticipated date the work shall begin.
(4) The contractor agrees to include this Section 3 clause in
every subcontract subject to compliance with regulations in 24 C.F.R. Part 135, and agrees to
take appropriate action, as provided in an applicable provision of the subcontract or in this
Section 3 clause, upon a finding that the subcontractor is in violation of the regulations in
24 C.F.R. Part 135. The contractor will not subcontract with any subcontractor where the
contractor has notice or knowledge that the subcontractor has been found in violation of the
regulations in 24 C.F.R. Part 135.
(5) The contractor will certify that any vacant employment
positions, including training positions, that are filled (A) after the contractor is selected but
before the contract is executed, and (B) with persons other than those to whom the regulations of
24 C.F.R. Part 135 require employment opportunities to be directed, were not filled to
circumvent the contractor's obligations under 24 C.F.R. Part 135.
(6) Noncompliance with HUD's regulations in 24 C.F.R.
Part 135 may result in sanctions, termination of this contract for default, and debarment or
suspension from future HUD assisted contracts.
(7) With respect to work performed in connection with Section
3 covered Indian housing assistance, section 7(b) of the Indian Self-Determination and Education
Assistance Act (25 U.S.C. 450e) also applies to the work to be performed under this contract.
Section 7(b) requires that to the greatest extent feasible (i) preference and opportunities for
training and employment shall be given to Indians, and (ii) preference in the award of contracts
and subcontracts shall be given to Indian organizations and Indian-owned Economic Enterprises.
Parties to this contract that are subject to the provisions of Section 3 and section 7(b) agree to
comply with Section 3 to the maximum extent feasible, but not in derogation of compliance with
section 7(b).
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(xv) Labor Standards. The labor requirements set forth in 24 C.F.R.
Section 570.603; the prevailing wage requirements of the Davis-Bacon Act and implementing
rules and regulations (40 U.S.C. 3141-3148); the Copeland "Anti-Kickback" Act (40 U.S.C.
276(c)) which requires that workers be paid at least once a week without any deductions or
rebates except permissible deductions; the Contract Work Hours and Safety Standards Act –
CWHSSA (40 U.S.C. 3701-3708) which requires that workers receive "overtime" compensation
at a rate of 1-1/2 times their regular hourly wage after they have worked forty (40) hours in one
(1) week; and Title 29, Code of Federal Regulations, Subtitle A, Parts 1, 3 and 5 are the
regulations and procedures issued by the Secretary of Labor for the administration and
enforcement of the Davis-Bacon Act, as amended;
(xvi) Drug Free Workplace. The requirements of the Drug Free
Workplace Act of 1988 (P.L. 100-690) and implementing regulations at 24 C.F.R. Part 24;
(xvii) Anti-Lobbying; Disclosure Requirements. The disclosure
requirements and prohibitions of 31 U.S.C. 1352 and implementing regulations at 24 C.F.R.
Part 87;
(xviii) Historic Preservation. The historic preservation requirements set
forth in the National Historic Preservation Act of 1966, as amended (16 U.S.C. Section 470)
and the procedures set forth in 36 C.F.R. Part 800. If archeological, cultural, or historic period
resources are discovered during construction, all construction work must come to a halt and
Grantee shall immediately notify the County. Grantee shall not shall alter or move the
discovered material(s) until all appropriate procedures for "post-review discoveries" set forth in
Section 106 of the National Historic Preservation Act have taken place, which include, but are
not limited to, consultation with the California State Historic Preservation Officer and
evaluation of the discovered material(s) by a qualified professional archeologist;
(xix) Flood Disaster Protection. The requirements of the Flood Disaster
Protection Act of 1973 (P.L. 93-234) (the "Flood Act"). No portion of the assistance provided
under this Agreement is approved for acquisition or construction purposes as defined under
Section 3(a) of the Flood Act, for use in an area identified by HUD as having special flood
hazards which is not then in compliance with the requirements for participation in the national
flood insurance program pursuant to Section 201(d) of the Flood Act. The use of any assistance
provided under this Agreement for such acquisition or construction in such identified areas in
communities then participating in the National Flood Insurance Program is subject to the
mandatory purchase of flood insurance requirements of Section 102(a) of the Flood Act. If the
Property is located in an area identified by HUD as having special flood hazards and in which
the sale of flood insurance has been made available under the National Flood Insurance Act of
1968, as amended, 42 U.S.C. 4001 et seq., the property owner and its successors or assigns must
obtain and maintain, during the ownership of the Property, such flood insurance as required
with respect to financial assistance for acquisition or construction purposes under -Section
102(s) of the Flood Act. Such provisions are required notwithstanding the fact that the
construction on the Property is not itself funded with assistance provided under this Agreement;
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(xx) Religious Organizations. If the Grantee is a religious organization,
as defined by the CDBG requirements, the Grantee shall comply with all conditions prescribed
by HUD for the use of CDBG Funds by religious organizations, including the First Amendment
of the United States Constitution regarding church/state principles and the applicable
constitutional prohibitions set forth in 24 C.F.R. 570.200(j), and CPD Notice 04-10;
(xxi) Violence Against Women. The requirements of the Violence
Against Women Reauthorization Act of 2013 (Pub. L. 113–4, 127 Stat. 54) applicable to HUD-
funded programs;
(xxii) Conflict of Interest. The conflict of interest provisions set forth in
24 C.F.R. 570.611; and
(xxiii) HUD Regulations. Any other HUD regulations present or as may
be amended, added, or waived in the future pertaining to the Grant funds.
Section 4.6 Maintenance.
During the course of operation of the Center, St. Paul's shall and shall cause the Service
Provider to maintain the Center in good repair and in a neat, clean and orderly condition.
Section 4.7 Operation of Center.
(a) St. Paul's shall and shall cause the Service Provider to operate the Center
at all times during the Term in accordance with (i) all applicable laws, codes, ordinances, rules
and regulations of federal, state, county or municipal governments or agencies now in force or
that may be enacted hereafter, and (ii) HUD's requirements for use of CDBG Funds. St. Paul's
shall ensure that the Service Provider uses the Center only for CDBG eligible uses during the
Term. St. Paul's shall cause the Sublease to include a requirement that the Center be operated in
accordance with this Section 4.7 and that the Service Provider provide St. Paul's with the
information pertaining to the Service Provider required by the County in this Agreement.
(b) St. Paul's shall cause the Center to be operated at all times during the Term
in compliance with the Accessibility Requirements. St. Paul's shall indemnify, hold harmless
and defend (with counsel reasonably acceptable to the County) the County against any claim for
damages, compensation, fines, penalties or other amounts arising out of the failure or alleged
failure of any person or entity (including St. Paul's and the Service Provider) to operate the
Center in accordance with the Accessibility Requirements. The indemnification requirement in
this Section survives the expiration of the Term.
Section 4.8 Nondiscrimination.
St. Paul's covenants by and for itself and its successors and assigns that there will be no
discrimination against or segregation of a person or of a group of persons on account of race,
color, religion, creed, age (except for lawful senior housing in accordance with state and federal
law), familial status, disability, sex, sexual orientation, marital status, ancestry or national origin
in the sale, lease, sublease, transfer, use, occupancy, tenure or enjoyment of the Center, nor may
St. Paul's or any person claiming under or through St. Paul's establish or permit any such practice
or practices of discrimination or segregation with reference to the selection, location, number,
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use or occupancy of tenants, lessees, subtenants, sublessees or vendees in the Center. The
foregoing covenant will run with the land. St. Paul's shall cause the Sublease to include a
requirement that the Service Provider operate the Center in accordance with this Section 4.8.
Section 4.9 Transfer.
(a) For purposes of this Agreement, "Transfer" means any sale, assignment,
or transfer, whether voluntary or involuntary, of: (i) any rights and/or duties under this
Agreement; and/or (ii) any interest in the Center, including (but not limited to) a fee simple
interest, a joint tenancy interest, a life estate, a partnership interest, a leasehold interest (other
than the Sublease), a security interest, or an interest evidenced by a land contract by which
possession of the Center is transferred and St. Paul's retains title.
(b) No Transfer is permitted without the prior written consent of the County,
which the County may withhold in its sole discretion. The Grant will automatically accelerate
and be due in full upon any Transfer made without the prior written consent of the County.
(c) In the event the Sublease is terminated, St. Paul's shall diligently seek a
replacement Service Provider. During the time that St. Paul's is seeking a replacement Service
Provider the obligation to operate the Center is suspended. The selection of a new Service
Provider is subject to the consent of the County. If within one hundred twenty (120) days of
termination of the Sublease St. Paul's fails to enter into a sublease with a replacement Service
Provider or fails to operate the Center itself, St. Paul's will be in default under this Agreement
and the County may exercise its rights and remedies under this Agreement.
Section 4.10 Insurance Requirements.
(a) St. Paul's and RCD as applicable shall maintain the following insurance
coverage throughout the Term of the Grant:
(i) Workers' Compensation insurance to the extent required by law,
including Employer's Liability coverage, with limits not less than One Million Dollars
($1,000,000) each accident.
(ii) Commercial General Liability insurance with limits not less than
Two Million Dollars ($2,000,000) each occurrence combined single limit for Bodily Injury and
Property Damage, including coverages for Contractual Liability, Personal Injury, Broadform
Property Damage, Products and Completed Operations.
(iii) Automobile Liability insurance with limits not less than One
Million Dollars ($1,000,000) each occurrence combined single limit for Bodily Injury and
Property Damage, including coverages for owned, non-owned and hired vehicles, as applicable.
(iv) Builders' Risk insurance during the course of construction, and
upon completion of construction, property insurance covering the Center, in form appropriate for
the nature of such property, covering all risks of loss, excluding earthquake, for one hundred
percent (100%) of the replacement value, with deductible, if any, acceptable to the County,
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naming the County as a Loss Payee, as its interests may appear. Flood insurance must be
obtained if required by applicable federal regulations.
(v) Commercial crime insurance covering all officers and employees,
for loss of Grant proceeds caused by dishonesty, in an amount approved by the County, naming
the County a Loss Payee, as its interests may appear.
(b) St. Paul's and RCD shall cause any general contractor, agent, or
subcontractor working on the Center under direct contract with St. Paul's or RCD, or subcontract
to maintain insurance of the types and in at least the minimum amounts described in subsections
(i), (ii), and (iii) above, except that the limit of liability for commercial general liability insurance
for subcontractors must be One Million Dollars ($1,000,000), and must require that such
insurance will meet all of the general requirements of subsections (d) and (e) below.
(c) The required insurance must be provided under an occurrence form, and
St. Paul's and RCD shall maintain the coverage described in subsection (a) continuously
throughout the Term. Should any of the required insurance be provided under a form of
coverage that includes an annual aggregate limit or provides that claims investigation or legal
defense costs be included in such annual aggregate limit, such annual aggregate limit must be
three times the occurrence limits specified above.
(d) Commercial General Liability, Automobile Liability and Property
insurance policies must be endorsed to name as an additional insured the County and its officers,
agents, employees and members of the County Board of Supervisors.
(e) All policies and bonds are to contain: (i) the agreement of the insurer to
give the County at least thirty (30) days' notice prior to cancellation (including, without
limitation, for non-payment of premium) or any material change in said policies; (ii) an
agreement that such policies are primary and non-contributing with any insurance that may be
carried by the County; (iii) a provision that no act or omission of Grantee shall affect or limit the
obligation of the insurance carrier to pay the amount of any loss sustained; and (iv) a waiver by
the insurer of all rights of subrogation against the County and its authorized parties in connection
with any loss or damage thereby insured against.
Section 4.11 Covenants Regarding Center.
(a) RCD shall promptly perform and observe all of the terms, covenants and
conditions required to be performed and observed by RCD under the Ground Floor Lease. RCD
shall preserve at all times the full term and enforceability of the Ground Floor Lease, and not
release, forego, alter, amend, cancel, surrender, or materially modify its rights under the Ground
Floor Lease, or exercise any rights it may have to voluntarily terminate the Ground Floor Lease,
or permit any termination material modification or surrender of the Ground Floor Lease without
the County’s prior written consent.
(b) St. Paul's shall promptly perform and observe all of the terms, covenants
and conditions required to be performed and observed by St. Paul's under the Ground Floor
Lease and the Sublease, and to do all things necessary to preserve and to keep unimpaired its
rights under the Ground Floor Lease and Sublease.
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(c) St. Paul's shall preserve at all times the full term and enforceability of the
Ground Floor Lease and the Sublease, and not release, forego, alter, amend, cancel, surrender, or
materially modify its rights under the Ground Floor Lease or the Sublease, or exercise any rights
it may have to voluntarily terminate the Ground Floor Lease or the Sublease, or permit any
termination material modification or surrender of the Ground Floor Lease or the Sublease
without the County’s prior written consent.
(d) St. Paul's shall cause the Service Provider to perform and observe all of
the terms, covenants and conditions required to be performed and observed by the Service
Provider under the Sublease.
(e) St. Paul's shall promptly notify the County in writing of the existence of
any default under the Ground Floor Lease or the Sublease, and provide the County copies of any
notice of default.
(f) St. Paul's may not amend, modify, supplement, cancel or terminate the
Ground Floor Lease or the Sublease without the prior written consent of the County. St. Paul's
shall provide the County copies of all amendments, modifications, and supplements to the
Ground Floor Lease or the Sublease.
(g) Neither RCD nor St. Paul's may encumber the Ground Floor Lease with
any liens without the prior written consent of the County.
Section 4.12 Anti-Lobbying Certification.
(a) St. Paul's and RCD certify, to the best of their respective knowledge or
belief, that:
(i) No Federal appropriated funds have been paid or will be paid, by
or on behalf of it, to any person for influencing or attempting to influence an officer or employee
of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a
Member of Congress in connection with the awarding of any Federal contract, the making of any
Federal grant, the making of any Federal loan, the entering into of any cooperative agreement,
and the extension, continuation, renewal, amendment, or modification of any Federal contract,
grant, loan, or cooperative agreement;
(ii) If any funds other than Federal appropriated funds have been paid
or will be paid to any person for influencing or attempting to influence an officer or employee of
any agency, a Member of Congress, an officer or employee of Congress, or an employee of a
Member of Congress in connection with the awarding of any Federal contract, grant, loan, or
cooperative agreement, it will complete and submit Standard Form-LLL, Disclosure Form to
Report Lobbying, in accordance with its instructions.
(b) This certification is a material representation of fact upon which reliance
was placed when this Agreement was made or entered into. Submission of this certification is a
prerequisite for making or entering into this Agreement imposed by Section 1352, Title 31, U.S.
Code. Any person who fails to file the required certification shall be subject to a civil penalty of
not less than Ten Thousand Dollars ($10,000) and no more than One Hundred Thousand Dollars
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($100,000) for such failure.
ARTICLE 5 REPRESENTATIONS AND
WARRANTIES OF GRANTEE
Section 5.1 Representations and Warranties.
St. Paul's and RCD each hereby represent and warrant to the County as follows and
acknowledge, understand, and agree that the representations and warranties set forth in this
Article 5 are deemed to be continuing during all times when any portion of the Grant remains
outstanding:
(a) Organization. Grantee is duly organized, validly existing and in good
standing under the laws of the State of California and has the power and authority to own its
property and carry on its business as now being conducted.
(b) Authority of Grantee. Grantee has full power and authority to execute and
deliver this Agreement and to make and accept the Grant contemplated hereunder, to execute and
deliver this Agreement and all other documents or instruments executed and delivered, or to be
executed and delivered, pursuant to this Agreement, and to perform and observe the terms and
provisions of all of the above.
(c) Authority of Persons Executing Documents. This Agreement and all other
documents or instruments executed and delivered, or to be executed and delivered, pursuant to
this Agreement have been executed and delivered by persons who are duly authorized to execute
and deliver the same for and on behalf of Grantee, and all actions required under Grantee's
organizational documents and applicable governing law for the authorization, execution, delivery
and performance of this Agreement and all other documents or instruments executed and
delivered, or to be executed and delivered, pursuant to this Agreement, have been duly take n.
(d) Valid Binding Agreements. This Agreement and all other documents or
instruments executed and delivered pursuant to or in connection with this Agreement constitute
or, if not yet executed or delivered, will when so executed and delivered constitute, legal, valid
and binding obligations of Grantee enforceable against it in accordance with their respective
terms.
(e) No Breach of Law or Agreement. Neither the execution nor delivery of
this Agreement or of any other documents or instruments executed and delivered, or to be
executed or delivered, pursuant to this Agreement, nor the performance of any provision,
condition, covenant or other term hereof or thereof, will: (i) conflict with or result in a breach of
any statute, rule or regulation, or any judgment, decree or order of any court, board, commission
or agency whatsoever that is binding on Grantee, or conflict with any provision of the
organizational documents of Grantee, or conflict with any agreement to which Grantee is a party;
or (ii) result in the creation or imposition of any lien upon any assets or property of Grantee,
other than liens established pursuant hereto.
(f) Compliance with Laws; Consents and Approvals. The Project will
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comply with all applicable laws, ordinances, rules and regulations of federal, state and local
governments and agencies and with all applicable directions, rules and regulations of the fire
marshal, health officer, building inspector and other officers of any such government or agency.
(g) Pending Proceedings. Grantee is not in default under any law or
regulation or under any order of any court, board, commission or agency whatsoever, and there
are no claims, actions, suits or proceedings pending or, to the knowledge of Grantee, threatened
against or affecting Grantee or the Project, at law or in equity, before or by any court, board,
commission or agency whatsoever which might, if determined adversely to Grantee, materially
affect Grantee's ability to perform under this Agreement.
(h) Financial Statements. The financial statements of Grantee and other
financial data and information furnished by Grantee to the County fairly and accurately present
the information contained therein. As of the date of this Agreement, there has not been any
material adverse change in the financial condition of Grantee from that shown by such financial
statements and other data and information.
(i) Sufficient Funds. Grantee holds sufficient funds and/or binding
commitments for sufficient funds to complete the Project in accordance with the terms of this
Agreement.
ARTICLE 6 DEFAULT AND REMEDIES
Section 6.1 Events of Default.
(a) RCD Event of Default. Any one or more of the following constitutes a
"RCD Event of Default" by RCD under this Agreement:
(i) Failure to Construct. If RCD fails to obtain permits, or to
commence and prosecute the Project to completion, within the times set forth in Article 3 above.
(ii) Default under Leases. If there is a default by RCD under the
Ground Floor Lease.
(iii) Breach of Covenants. If RCD fails to duly perform, comply with,
or observe any other condition, term, or covenant contained in this Agreement that is an
obligation of RCD (other than as set forth in Sub section (i) and (ii) and RCD fails to cure such
default within thirty (30) days after receipt of written notice thereof from the County to RCD.
(b) St. Paul's Event of Default. Any one or more of the following constitutes
a "St. Paul's Event of Default" by St. Paul's under this Agreement:
(i) Default under Leases. If there is a default by St. Paul's under the
Ground Floor Lease or the Sublease.
(ii) Failure to Operate Center. If, within the time set forth in Section
4.9(c), St. Paul's fails to enter into a sublease with a replacement Service Provider or fails to
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operate the Center itself.
(iii) Breach of Covenants. If St. Paul's fails to duly perform, comply
with, or observe any other condition, term, or covenant contained in this Agreement that is an
obligation of St. Paul's (other than as set forth in Sub section (i) and (ii) and St. Paul's fails to cure
such default within thirty (30) days after receipt of written notice thereof from the County to St.
Paul's.
Section 6.2 Remedies.
Upon the occurrence of a RCD Event of Default or a St. Paul's Event of Default as
applicable, and until such Event of Default is cured or waived, the County is relieved of any
obligation to disburse any portion of the Grant. In addition, upon the occurrence of a RCD Event
of Default or a St. Paul's Event of Default as applicable, and following the expiration of all
applicable notice and cure periods the County may proceed with any and all remedies available
to it under law, and this Agreement. Such remedies include but are not limited to the following:
(a) Upon a RCD Event of Default.
(i) Repayment of Grant. The County may demand that RCD
immediately repay the Gant to the County. RCD is liable to pay the County on demand all
reasonable expenses, costs and fees (including, without limitation, reasonable attorney's fees and
expenses) paid or incurred by the County in connection with the collection of the Grant.
(ii) Specific Performance. The County has the right to mandamus or
other suit, action or proceeding at law or in equity to require RCD to perform its obligations and
covenants under this Agreement or to enjoin acts on things that may be unlawful or in violation
of the provisions of this Agreement.
(b) Upon a St. Paul's Event of Default.
(i) Repayment of Grant. The County may demand that St. Paul's
immediately repay the Gant to the County. St. Paul's is liable to pay the County on demand all
reasonable expenses, costs and fees (including, without limitation, reasonable attorney's fees and
expenses) paid or incurred by the County in connection with the collection of the Grant.
(ii) Specific Performance. The County has the right to mandamus or
other suit, action or proceeding at law or in equity to require St. Paul's to perform its obligations
and covenants under this Agreement or to enjoin acts on things that may be unlawful or in
violation of the provisions of this Agreement.
Section 6.3 Remedies Cumulative.
No right, power, or remedy given to the County by the terms of this Agreement is
intended to be exclusive of any other right, power, or remedy; and each and every such right,
power, or remedy is cumulative and in addition to every other right, power, or remedy given to
the County by the terms of any such instrument, or by any statute or otherwise against Grantee
and any other person. Neither the failure nor any delay on the part of the County to exercise any
such rights and remedies will operate as a waiver thereof, nor does any single or partial exercise
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by the County of any such right or remedy preclude any other or further exercise of such right or
remedy, or any other right or remedy.
ARTICLE 7 GENERAL PROVISIONS
Section 7.1 Relationship of Parties.
Nothing contained in this Agreement is to be interpreted or understood by any of the
parties, or by any third persons, as creating the relationship of employer and employee, principal
and agent, limited or general partnership, or joint venture between the County and Grantee or its
agents, employees or contractors, and Grantee will at all times be deemed an independent
contractor and to be wholly responsible for the manner in which it or its agents, or both, perform
the services required of it by the terms of this Agreement. Grantee has and retains the right to
exercise full control of employment, direction, compensation, and discharge of all persons
assisting in the performance of services under the Agreement. In regards to the construction and
operation of the Center, Grantee is solely responsible for all matters relating to payment of its
employees, including compliance with Social Security, withholding, and all other laws and
regulations governing such matters, and must include requirements in each contract that
contractors are solely responsible for similar matters relating to their employees. Grantee is
solely responsible for its own acts and those of its agents and employees.
Section 7.2 No Claims.
Nothing contained in this Agreement creates or justifies any claim against the County by
any person that Grantee may have employed or with whom Grantee may have contracted relative
to the purchase of materials, supplies or equipment, or the furnishing or the performance of any
work or services with respect to the construction or operation of the Center, and Grantee shall
include similar requirements in any contracts entered into for the construction or operation of the
Center.
Section 7.3 Amendments.
No alteration or variation of the terms of this Agreement is valid unless made in writing
by the parties. The County Director, Department of Conservation and Development is
authorized to execute on behalf of the County amendments to this Agreement as long as any
discretionary change in the amount or terms of this Agreement is approved by the County's
Board of Supervisors.
Section 7.4 Indemnification.
Grantee shall indemnify, defend and hold the County and its board members, supervisors,
directors, officers, employees, agents, successors and assigns harmless against any and all
claims, suits, actions, losses and liability of every kind, nature and description made against it
and expenses (including reasonable attorneys' fees) which arise out of or in connection with this
Agreement, including but not limited to the development, construction, marketing and operation
of the Center, except to the extent such claim arises from the gross negligence or willful
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misconduct of the County, its agents, and its employees. The provisions of this Section will
survive the expiration of the Term.
Section 7.5 Non-Liability of County Officials, Employees and Agents.
No member, official, employee or agent of the County is personally liable to Grantee in
the event of any default or breach of this Agreement by the County or for any amount that may
become due from the County pursuant to this Agreement.
Section 7.6 No Third Party Beneficiaries.
There are no third party beneficiaries to this Agreement.
Section 7.7 Discretion Retained By County.
The County's execution of this Agreement in no way limits any discretion the County
may have in the permit and approval process related to the Project.
Section 7.8 Conflict of Interest.
(a) Except for approved eligible administrative or personnel costs, no person
described in Section 7.8(b) below who exercises or has exercised any functions or
responsibilities with respect to the activities funded pursuant to this Agreement or who is in a
position to participate in a decision-making process or gain inside information with regard to
such activities, may obtain a financial interest or benefit from the activity, or have a financial
interest in any contract, subcontract or agreement with respect thereto, or the proceeds
thereunder, either for themselves or those with whom they have immediate family or business
ties, during, or at any time after, such person's tenure. Grantee shall exercise due diligence to
ensure that the prohibition in this Section 7.8(a) is followed.
(b) The conflict of interest provisions of Section 7.8(a) above apply to any
person who is an employee, agent, consultant, officer, or elected or appointed official of the
County.
(c) In accordance with California Government Code Section 1090 and the
Political Reform Act, California Government Code section 87100 et seq., no person who is a
director, officer, partner, trustee or employee or consultant of Grantee, or immediate family
member of any of the preceding, may make or participate in a decision, made by the County or a
County board, commission or committee, if it is reasonably foreseeable that the decision will
have a material effect on any source of income, investment or interest in real property of that
person or Grantee. Interpretation of this section is governed by the definitions and provisions
used in the Political Reform Act, California Government Code Section 87100 et seq., its
implementing regulations manual and codes, and California Government Code Section 1090.
Section 7.9 Notices, Demands and Communications.
All notices required or permitted by any provision of this Agreement must be in writing
and sent by registered or certified mail, postage prepaid, return receipt requested, or delivered by
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express delivery service, return receipt requested, or delivered personally, to the principal office
of the Parties as follows:
County: County of Contra Costa
Department of Conservation and Development
30 Muir Road
Martinez, CA 94553
Attention: Assistant Deputy Director
St. Paul's: St. Paul’s Episcopal Church in Walnut Creek, California
1924 Trinity Avenue
Walnut Creek, CA 94596
Attention: Parish Administrator
RCD: Resources for Community Development
2220 Oxford Street
Berkeley, CA 94720
Attention: Executive Director
Such written notices, demands and communications may be sent in the same manner to such
other addresses as the affected party may from time to time designate by mail as provided in this
Section. Receipt will be deemed to have occurred on the date shown on a written receipt as the
date of delivery or refusal of delivery (or attempted delivery if undeliverable).
Section 7.10 Applicable Law.
This Agreement is governed by the laws of the State of California.
Section 7.11 Parties Bound.
Except as otherwise limited herein, this Agreement binds and inures to the benefit of the
parties and their heirs, executors, administrators, legal representatives, successors, and assigns.
Section 7.12 Attorneys' Fees.
If any lawsuit is commenced to enforce any of the terms of this Agreement, the prevailing
party will have the right to recover its reasonable attorneys' fees and costs of suit from the other
party.
Section 7.13 Severability.
If any term of this Agreement is held by a court of competent jurisdiction to be invalid,
void or unenforceable, the remainder of the provisions will continue in full force and effect
unless the rights and obligations of the parties have been materially altered or abridged by such
invalidation, voiding or unenforceability.
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Section 7.14 Force Majeure.
In addition to specific provisions of this Agreement, performance by either party during
the construction or operation of the Center will not be deemed to be in default where delays or
defaults are due to war, insurrection, strikes, lock-outs, riots, floods, earthquakes, fires,
quarantine restrictions, freight embargoes, lack of transportation, or court order. An extension of
time for any cause will be deemed granted if notice by the party claiming such extension is sent
to the other within ten (10) days from the commencement of the cause and such extension of
time is not rejected in writing by the other party within ten (10) days after receipt of the notice.
In no event will the County be required to agree to cumulative delays in excess of one hundred
eighty (180) days.
Section 7.15 County Approval.
The County has authorized the County Director, Department of Conservation and
Development to execute this Agreement and to execute estoppel certificates concerning the
status of the Grant and the existence of Grantee defaults under this Agreement. Where in this
Agreement, information or documents are required to be provided to the County, and such
information or documents are subject to the review, approval, or consent of the County, Grantee
shall provide such information or documents to the Assistant Deputy Director, and the Assistant
Deputy Director shall provide the review, approval, or consent required by the County under this
Agreement.
Section 7.16 Waivers.
Any waiver by the County of any obligation or condition in this Agreement must be in
writing. No waiver will be implied from any delay or failure by the County to take action on any
breach or default of Grantee or to pursue any remedy allowed under this Agreement or
applicable law. Any extension of time granted to Grantee to perform any obligation under this
Agreement does not operate as a waiver or release from any of its obligations under this
Agreement. Consent by the County to any act or omission by Grantee may not be construed to
be consent to any other or subsequent act or omission or to waive the requirement for the
County's written consent to future waivers.
Section 7.17 Title of Parts and Sections.
Any titles of the sections or subsections of this Agreement are inserted for convenience of
reference only and are to be disregarded in interpreting any part of the Agreement's provisions.
Section 7.18 Entire Understanding of the Parties.
This Agreement constitutes the entire agreement of the parties with respect to the Grant.
Section 7.19 Multiple Originals; Counterpart.
This Agreement may be executed in multiple originals, each of which is deemed to be an
original, and may be signed in counterparts.
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Signature page
County Grant Agreement
863\106\2285085.4
30
The parties are executing this Agreement as of the date first written above.
COUNTY:
COUNTY OF CONTRA COSTA, a political subdivision of
the State of California
By: _______________________________
John Kopchik
Director, Department of Conservation and
Development
APPROVED AS TO FORM:
SHARON L. ANDERSON
County Counsel
By: ______________________
Kathleen Andrus
Deputy County Counsel
ST. PAUL'S:
ST. PAUL’S EPISCOPAL CHURCH IN WALNUT
CREEK, CALIFORNIA
By: ___________________________
RCD:
RESOURCES FOR COMMUNITY DEVELOPMENT, a
California nonprofit public benefit corporation
By:_______________________
Daniel Sawislak, Executive Director
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EXHIBIT A
DIAGRAM OF THE CENTER
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B-1
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EXHIBIT B
APPROVED DEVELOPMENT BUDGET
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C-1
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EXHIBIT C
NEPA MITIGATION REQUIREMENTS
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C-2
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TABLE OF CONTENTS
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ARTICLE 1 DEFINITIONS AND EXHIBITS ............................................................................2
Section 1.1 Definitions................................................................................................... 2
Section 1.2 Exhibits ....................................................................................................... 4
ARTICLE 2 GRANT PROVISIONS ...........................................................................................4
Section 2.1 Grant............................................................................................................ 4
Section 2.2 Use of Grant Funds. .................................................................................... 4
Section 2.3 Conditions Precedent to Disbursement of Grant Funds.............................. 5
Section 2.4 Conditions Precedent to Disbursement of Retention. ................................. 6
Section 2.5 Repayment Obligation. ............................................................................... 7
ARTICLE 3 CONSTRUCTION OF THE CENTER ...................................................................7
Section 3.1 Permits and Approvals. ............................................................................... 7
Section 3.2 Bid Package................................................................................................. 7
Section 3.3 Construction Contract. ................................................................................ 7
Section 3.4 Construction Bonds..................................................................................... 8
Section 3.5 Commencement of Construction. ............................................................... 8
Section 3.6 Completion of Construction........................................................................ 8
Section 3.7 Changes; Construction Pursuant to Plans and Laws. .................................. 8
Section 3.8 Prevailing Wages. ....................................................................................... 9
Section 3.9 Accessibility Requirements for Construction. .......................................... 11
Section 3.10 Equal Opportunity..................................................................................... 11
Section 3.11 Minority and Women-Owned Contractors. .............................................. 11
Section 3.12 Progress Reports. ...................................................................................... 11
Section 3.13 Construction Responsibilities. .................................................................. 12
Section 3.14 Inspections. ............................................................................................... 12
Section 3.15 Approved Development Budget; Revisions to Budget. ............................ 12
Section 3.16 NEPA Mitigation Requirements. .............................................................. 12
ARTICLE 4 GRANT REQUIREMENTS ..................................................................................12
Section 4.1 Financial Accountings............................................................................... 12
Section 4.2 Information................................................................................................ 13
Section 4.3 Records...................................................................................................... 13
Section 4.4 County Audits. .......................................................................................... 15
Section 4.5 CDBG Requirements. ............................................................................... 15
Section 4.6 Maintenance. ............................................................................................. 19
Section 4.7 Operation of Center................................................................................... 19
Section 4.8 Nondiscrimination..................................................................................... 19
Section 4.9 Transfer. .................................................................................................... 20
Section 4.10 Insurance Requirements. ........................................................................... 20
Section 4.11 Covenants Regarding Center. ................................................................... 21
Section 4.12 Anti-Lobbying Certification. .................................................................... 22
ARTICLE 5 REPRESENTATIONS AND WARRANTIES OF GRANTEE ...........................23
Section 5.1 Representations and Warranties................................................................ 23
March 20, 2018 CCC Board of Supevisors Minutes 487
TABLE OF CONTENTS
(continued)
Page
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ARTICLE 6 DEFAULT AND REMEDIES...............................................................................24
Section 6.1 Events of Default. ..................................................................................... 24
Section 6.2 Remedies. .................................................................................................. 25
Section 6.3 Remedies Cumulative. .............................................................................. 25
ARTICLE 7 GENERAL PROVISIONS ....................................................................................26
Section 7.1 Relationship of Parties. ............................................................................. 26
Section 7.2 No Claims. ................................................................................................ 26
Section 7.3 Amendments. ............................................................................................ 26
Section 7.4 Indemnification. ........................................................................................ 26
Section 7.5 Non-Liability of County Officials, Employees and Agents...................... 27
Section 7.6 No Third Party Beneficiaries. ................................................................... 27
Section 7.7 Discretion Retained By County. ............................................................... 27
Section 7.8 Conflict of Interest. ................................................................................... 27
Section 7.9 Notices, Demands and Communications. ................................................. 27
Section 7.10 Applicable Law. ........................................................................................ 28
Section 7.11 Parties Bound. ........................................................................................... 28
Section 7.12 Attorneys' Fees. ......................................................................................... 28
Section 7.13 Severability. .............................................................................................. 28
Section 7.14 Force Majeure. .......................................................................................... 29
Section 7.15 County Approval....................................................................................... 29
Section 7.16 Waivers. .................................................................................................... 29
Section 7.17 Title of Parts and Sections. ....................................................................... 29
Section 7.18 Entire Understanding of the Parties. ......................................................... 29
Section 7.19 Multiple Originals; Counterpart................................................................ 29
EXHIBIT A Diagram of the Center
EXHIBIT B Approved Development Budget
EXHIBIT C NEPA Mitigation Requirements
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CDBG REVOCABLE GRANT AGREEMENT
Among
COUNTY OF CONTRA COSTA
And
ST. PAUL’S EPISCOPAL CHURCH IN WALNUT CREEK, CALIFORNIA
And
RESOURCES FOR COMMUNITY DEVELOPMENT
St Paul's Social Services Facility
dated March 1, 2018
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RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
Contra Costa County
Department of Conservation and Development
30 Muir Road
Martinez, CA 94553
Attn: Assistant Deputy Director
No fee for recording pursuant to
Government Code Section 27383
__________________________________________________________________________
HOME/HOPWA REGULATORY AGREEMENT AND
DECLARATION OF RESTRICTIVE COVENANTS
(St. Paul's Commons)
This HOME/HOPWA Regulatory Agreement and Declaration of Restrictive Covenants
(the "HOME/HOPWA Regulatory Agreement") is dated March 1, 2018 and is between the
County of Contra Costa, a political subdivision of the State of California (the "County"), and SP
Commons, L.P., a California limited partnership ("Borrower").
RECITALS
A. Defined terms used but not defined in these recitals are as defined in Article 1 of
this HOME/HOPWA Regulatory Agreement.
B. The County has received Home Investment Partnerships Act ("HOME") funds
from the United States Department of Housing and Urban Development ("HUD") pursuant to the
Cranston-Gonzales National Housing Act of 1990 ("HOME Funds"). The HOME Funds must be
used by the County in accordance with 24 C.F.R. Part 92.
C. The County has received Housing Opportunities for Persons with AIDS Program
funds from HUD pursuant to the HOPWA program ("HOPWA Funds"). The HOPWA Funds
are available to and administered by the County, as the subrecipient of the City of Oakland,
which is the representative for the Alameda-Contra Costa County Eligible Metropolitan Area.
The HOPWA Funds must be used by the County in accordance with 24 C.F.R. Part 574.
D. St. Paul’s Episcopal Church in Walnut Creek, California ("St. Paul's") is the
owner of that certain real property located at 1860 Trinity Avenue in the City of Walnut Creek,
County of Contra Costa, State of California, as more particularly described in Exhibit A (the
"Property"). Concurrently herewith Borrower is entering into a ground lease agreement with St.
Paul's (the "Ground Lease"), pursuant to which Borrower will acquire a leasehold interest in the
Property from St. Paul's for a period of seventy-seven (77) years (the "Leasehold Interest").
Borrower intends to demolish the existing improvements on the Property and construct forty-five
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(45) multifamily housing units on the Property for rental to extremely low, very low and low
income households, including one (1) manager's unit, and attendant site improvements (the
"Housing Improvements"). The Property will also be improved with a social service facility that
will be leased back to St. Paul's and will house a homeless day shelter and service program (the
"Service Facility Improvements"). The Housing Improvements and the Service Facility
Improvements are collectively, the "Improvements". Borrower's Leasehold Interest and
Borrower's fee interest in the Improvements, are collectively, the "Development ".
E. Pursuant to a HOME and HOPWA Loan Agreement by and between the County
and Borrower of even date herewith (the "Loan Agreement"), the County is lending Borrower
Two Million Six Hundred Forty-Two Thousand Hundred Dollars ($2,642,000) of HOME Funds
(the "HOME Loan") and Two Hundred Thirty-Two Thousand Six Hundred Eighty-One Dollars
($232,681) of HOPWA Funds (the "HOPWA Loan") for a total loan amount of Two Million
Eight Hundred Seventy-Four Thousand Six Hundred Eighty-One Dollars ($2,874,681) (the
"Loan").
F. The County has the authority to lend the Loan to Borrower pursuant to
Government Code Section 26227, which authorizes counties to spend county funds for programs
that will further a county's public purposes. In addition, the County has the authority to loan (i)
the HOME Funds pursuant to 24 C.F.R. 92.205 and (ii) the HOPWA Funds pursuant to 24
C.F.R. 574.300.
G. The County has agreed to make the Loan on the condition that Borrower maintain
and operate the Development in accordance with restrictions set forth in this HOME/HOPWA
Regulatory Agreement and the County Regulatory Agreement, and in the related documents
evidencing the Loan. Eighteen (18) of the Units are restricted by the County pursuant to this
HOME/HOPWA Regulatory Agreement.
H. As it applies to the HOME/HOPWA Assisted Units this HOME/HOPWA
Regulatory Agreement will be in effect for the HOME Term. The County Regulatory Agreement
as it applies to the HOME/HOPWA Assisted Units will be in effect for fifty-five (55) years from
the Completion Date which term overlaps with but is longer than the HOME Term. Pursuant to
Section 6.15 below, compliance with the terms of this HOME/HOPWA Regulatory Agreement
will be deemed compliance with the County Regulatory Agreement during the HOME Term.
I. In consideration of receipt of the Loan at an interest rate substantially below the
market rate, Borrower agrees to observe all the terms and conditions set forth below.
The parties therefore agree as follows:
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AGREEMENT
ARTICLE 1
DEFINITIONS
1.1 Definitions.
The following terms have the following meanings:
(a) "Accessibility Requirements" has the meaning set forth in Section 2.1(d).
(b) "Actual Household Size" means the actual number of persons in the
applicable household.
(c) "Adjusted Income" means, (i) with respect to the Tenant of each HOPWA-
Assisted Unit, the Tenant’s total anticipated annual income as defined in 24 CFR 5.609 and
calculated pursuant to 24 CFR 5.611, and as further referenced in 24 CFR 574.310(d)(1), and (ii)
with respect to the Tenant of each HOME-Assisted Unit the Tenant’s total anticipated annual
income as defined in 24 CFR 5.609 and calculated pursuant to 24 CFR 5.611, and as further
referenced in 24 CFR 92.203(b)(1).
(d) "Assumed Household Size" means the household size adjusted for family
size appropriate to the unit as such term is defined in Health & Safety Code Section 50052.5(h),
provided that if a different calculation is required by the HOME regulations, such calculation
must be used for the HOME-Assisted Units.
(e) "City" means the City of Walnut Creek, California, a municipal
corporation.
(f) "Completion Date" means the date a final certificate of occupancy, or
equivalent document is issued by the City to certify that the Housing Improvements may be
legally occupied.
(g) "County Regulatory Agreement" means the Regulatory Agreement and
Declaration of Restrictive Covenants of even date herewith, between the County and Borrower
evidencing County requirements applicable to the Loan, to be recorded against the Development
concurrently herewith.
(h) "Deed of Trust" means the Deed of Trust with Assignment of Rents,
Security Agreement and Fixture Filing of even date herewith by and among Borrower, as trustor,
North American Title Company, as trustee, and the County, as beneficiary, that encumbers the
Development to secure repayment of the Loan and Borrower's performance of the Loan
Documents.
(i) "Development" has the meaning set forth in Paragraph D of the Recitals.
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(j) "Extremely Low Income Household" means a household with an Adjusted
Income that does not exceed thirty percent (30%) of Median Income, adjusted for Actual
Household Size.
(k) "Extremely Low Income Rent" means the maximum allowable rent for an
Extremely Low Income Unit pursuant to Section 2.2(b) below.
(l) "Extremely Low Income Units" means the Units which, pursuant to
Section 2.1(a) (1) below, are required to be occupied by Extremely Low Income Households.
(m) "Ground Lease" has the meaning set forth in Paragraph D of the Recitals.
(n) "High HOME Rent" means a monthly Rent that does not exceed the
maximum rent published by HUD for a Low Income Household for the applicable bedroom size
as set forth in 24 C.F.R. 92.252(a).
(o) "HOME" has the meaning set forth in Paragraph B of the Recitals.
(p) "HOME-Assisted Units" means the eighteen (18) Units to be constructed
on the Leasehold Interest that are (i) restricted to occupancy by Extremely Low Income
Households, and Thirty-Five Percent Income Households in compliance with Section 2.1(b)
below, and (ii) are "floating" Units as defined in 24 C.F.R. 92.252(j).
(q) "HOME Funds" has the meaning set forth in Paragraph B of the Recitals.
(r) "HOME Loan" has the meaning set forth in Paragraph E of the Recitals.
(s) "HOME Term" means the term of this HOME/HOPWA Regulatory
Agreement which commences as of the date of this HOME/HOPWA Regulatory Agreement, and
unless sooner terminated pursuant to the terms of this HOME/HOPWA Regulatory Agreement,
expires on the twenty-first (21st ) anniversary of the Completion Date; provided, however, if a
record of the Completion Date cannot be located or established, the HOME Term will expire on
the twenty-third (23rd) anniversary of this HOME/HOPWA Regulatory Agreement.
(t) "HOME/HOPWA Assisted Units" means the HOME-Assisted Units and
HOPWA-Assisted Units.
(u) "HOME/HOPWA Regulatory Agreement" has the meaning set forth in the
first paragraph of this HOME/HOPWA Regulatory Agreement.
(v) "HOPWA" means the Housing Opportunities for Persons with AIDS
Program pursuant to the AIDS Housing Opportunity Act (42 USC 12901 et. seq.), as amended
by the Housing and Community Development Act of 1992 (42 USC 5301 et. seq.).
(w) "HOPWA-Assisted Units" means the two (2) Units to be constructed on
the Leasehold Interest that are (i) restricted to occupancy by Extremely Low Income Households
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in compliance with Section 2.1(a) below and (ii) restricted to occupancy by HOPWA-Eligible
Households during the HOPWA Term.
(x) "HOPWA-Eligible Household" means a household that (i) includes at
least one Person with HIV/AIDS, and (ii) satisfies the definition of an Extremely Low Income
Household or Forty Percent Income Household in compliance with Section 2.1(a) below.
(y) "HOPWA Funds" has the meaning set forth in Paragraph C of the
Recitals.
(z) "HOPWA Loan" has the meaning set forth in Paragraph E of the Recitals.
(aa) "HOPWA Regulations" means the regulations set forth in 24 C.F.R. Part
574.
(bb) "HOPWA Term" means the period of time that commences on the date of
this HOME/HOPWA Regulatory Agreement and expires on the tenth (10th) anniversary of the
Completion Date, unless earlier terminated pursuant to Section 2.5; provided, however, if a
record of the Completion Date cannot be located or established, the HOPWA Term will expire
on the twelfth (12th) anniversary of this HOME/HOPWA Regulatory Agreement.
(cc) "Housing Improvements" has the meaning set forth in Paragraph D of the
Recitals.
(dd) "HUD" has the meaning set forth in Paragraph B of the Recitals.
(ee) "Improvements" has the meaning set forth in Paragraph D of the Recitals.
(ff) "Intercreditor Agreement" means that certain intercreditor agreement of
even date herewith among the City, the County, and Borrower.
(gg) "Leasehold Interest" has the meaning set forth in Paragraph D of the
Recitals.
(hh) "Loan" has the meaning set forth in Paragraph E of the Recitals.
(ii) "Loan Agreement" has the meaning set forth in Paragraph E of the
Recitals.
(jj) "Loan Documents" means the documents evidencing the Loan including
this HOME/HOPWA Regulatory Agreement, the Note, the Loan Agreement, the Intercreditor
Agreement, the County Regulatory Agreement, and the Deed of Trust.
(kk) "Low HOME Rent" means a monthly Rent that does not exceed the
maximum rent published by HUD for a Very Low Income Household for the applicable bedroom
size as set forth in 24 C.F.R. 92.252(b).
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(ll) "Low Income Household" means a Tenant (i) with an Adjusted Income
that does not exceed eighty percent (80%) of Median Income, with adjustments for smaller and
larger families, except that HUD may establish income ceilings higher or lower than eighty
percent (80%) of Median Income on the basis of HUD findings that such variations are necessary
because of prevailing levels of construction costs or fair market rents, or unusually high or low
family incomes, as such definition may be amended pursuant to 24 C.F.R. Section 92.2, and (ii)
that is not an individual student not eligible to receive Section 8 assistance under 24 C.F.R.
5.612.
(mm) "Maintenance Standards" has the meaning set forth in Section 5.6(a).
(nn) "Marketing Plan" has the meaning set forth in Section 4.3(a).
(oo) "Median Income" means the median gross yearly income, adjusted for
Actual Household Size as specified herein, in the County of Contra Costa, California, as
published from time to time by HUD. In the event that such income determinations are no
longer published, or are not updated for a period of at least eighteen (18) months, the County
shall provide Borrower with other income determinations that are reasonably similar with respect
to methods of calculation to those previously published by HUD.
(pp) "Note" means the promissory note that evidences Borrower's obligation to
repay the Loan, as such may be amended form time to time.
(qq) "Operating Budget" has the meaning set forth in Section 2.6(a).
(rr) "Person with HIV/AIDS" means a person with the disease of acquired
immunodeficiency syndrome or any conditions arising from the etiological agent for acquired
immunodeficiency syndrome, including infection with the human immunodeficiency virus
(HIV), as confirmed by a certification of HIV-positive test status to be delivered to and
maintained on file by Borrower as such definition may be amended as set forth in 24 C.F.R.
574.3.
(ss) "Property" has the meaning set forth in Paragraph D of the Recitals.
(tt) "Remainder Term" means the period that begins on the date the HOPWA
Term expires or is terminated by the County pursuant to Section 2.5, and ends on the last day of
the HOME Term.
(uu) "Rent" means the total monthly payments by the Tenant of a Unit for the
following: use and occupancy of the Unit and land and associated facilities; any separately
charged fees or service charges assessed by Borrower which are customarily charged in rental
housing and required of all Tenants (subject to the limitations set forth in 24 C.F.R.
92.214(b)(3)), other than security deposits; an allowance for the cost of an adequate level of
service for utilities paid by the Tenant, including garbage collection, sewer, water, electricity, gas
and other heating, cooking and refrigeration fuel, but not telephone service or cable TV; and any
other interest, taxes, fees or charges for use of the land or associated facilities and assessed by a
public or private entity other than Borrower, and paid by the Tenant.
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(vv) "Rental Subsidy" has the meaning set forth in Section 2.6(a).
(ww) "Service Facility Improvements" has the meaning set forth in Paragraph D
of the Recitals.
(xx) "Social Services Plan" has the meaning set forth in Section 4.3(c).
(yy) "St. Paul's" has the meaning set forth in Paragraph D of the Recitals.
(zz) "Subsidy Units" has the meaning set forth in Section 2.6(a).
(aaa) "Tenant" means the tenant household that occupies a Unit in the
Development.
(bbb) "Tenant Selection Plan" has the meaning set forth in Section 4.3(b).
(ccc) "Thirty-Five Percent Income Household" means a household with an
Adjusted Income that does not exceed thirty-five percent (35%) of Median Income, adjusted for
Actual Household Size.
(ddd) "Thirty-Five Percent Income Rent" means the maximum allowable rent
for a Thirty-Five Percent Income Unit pursuant to Section 2.2(b) below.
(eee) "Thirty-Five Percent Income Units" means the Units which, pursuant to
Section 2.1(b) below, are required to be occupied by Thirty-Five Percent Income Households.
(fff) "Unit(s)" means one (1) or more of the units in the Development.
(ggg) "Very Low Income Household" means a household (i) with an Adjusted
Income that does not exceed fifty percent (50%) of Median Income, with adjustments for smaller
and larger families, except that HUD may establish income ceilings higher or lower than fifty
percent (50%) of Median Income on the basis of HUD findings that such variations are necessary
because of prevailing levels of construction costs or fair market rents, or unusually high or low
family incomes as set forth in 24 C.F.R. Section 92.2, and (ii) that is not an individual student
not eligible to receive Section 8 assistance under 24 C.F.R. 5.612.
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ARTICLE 2
AFFORDABILITY AND OCCUPANCY COVENANTS
2.1 Occupancy Requirements.
(a) HOPWA-Assisted Units. During the HOPWA Term, Borrower shall
cause two (2) Units to be rented to and occupied by or, if vacant, available for occupancy by,
Extremely Low Income Households which households are HOPWA-Eligible Households.
The HOPWA-Assisted Units overlap with two (2) of the HOME-Assisted Units that are
Extremely Low Income Units.
(b) HOME-Assisted Units.
(1) Extremely Low Income Units. During the HOME Term, Borrower
shall cause eleven (11) Units to be rented to and occupied by or, if vacant, available for
occupancy by Extremely Low Income Households.
(2) Thirty-Five Percent Income Units. During the HOME Term,
Borrower shall cause seven (7) Units to be rented to and occupied by or, if vacant, available for
occupancy by Thirty-Five Percent Income Households.
(c) Intermingling of Units. Borrower shall cause the HOME/HOPWA
Assisted Units to be intermingled throughout the Development and of comparable quality to all
other Units. All Tenants must have equal access to and enjoyment of all common facilities in the
Development. The HOME/HOPWA Assisted Units must be of the bedroom size set forth in the
following chart:
Extremely Low
Income Units
35% Income
Units
Zero-Bd.
Units
8 (including 2
HOPWA)
4
One-Bd. Units 3 3
Total 11 7
(d) Disabled Persons Occupancy. Borrower shall cause the Development to
be constructed and operated at all times in compliance with all applicable federal, state, and local
disabled persons accessibility requirements including, but not limited to the applicable provisions
of: (i) the Unruh Act, (ii) the California Fair Employment and Housing Act, (iii) Section 504 of
the Rehabilitation Act of 1973, (iv) the United States Fair Housing Act, as amended, (v) the
Americans With Disabilities Act of 1990, and (vi) Chapters 11A and 11B of Title 24 of the
California Code of Regulations, which relate to disabled persons access (collectively, the
"Accessibility Requirements"). In compliance with the Accessibility Requirements: (i) a
minimum of three (3) Units must be construction to be fully accessible to households with a
mobility impaired member and, (ii) an additional one (1) Unit must be fully accessible to hearing
and/or visually impaired persons. In compliance with the Accessibility Requirements Borrower
shall provide the County with a certification from the Development architect that to the best of
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the architect's knowledge, the Development complies with all federal and state accessibility
requirements applicable to the Development. Borrower shall indemnify, protect, hold harmless
and defend (with counsel reasonably satisfactory to the County) the County, and its board
members, officers and employees, from all suits, actions, claims, causes of action, costs,
demands, judgments and liens arising out of Borrower's failure to comply with the Accessibility
Requirements. The provisions of this subsection will survive expiration of the HOME Term or
other termination of this HOME/HOPWA Regulatory Agreement, and remain in full force and
effect.
(e) HOME-Assisted Unit Compliance Deadline. Each HOME-Assisted Unit
must be rented to and occupied by an Extremely Low Income Household, or Thirty-Five Percent
Income Household, as applicable, pursuant to Section 2.1(b) on or before the date that occurs
eighteen (18) months after the Completion Date. If Borrower fails to comply with this
requirement, Borrower shall repay a portion of the HOME Loan, with interest, in accordance
with Section 2.8(c) of the Loan Agreement.
2.2 Allowable Rent.
(a) HOPWA Rent.
(1) During HOPWA Term. Subject to the provisions of Section 2.4(a)
below, the total monthly Rent paid by a Tenant of a HOPWA-Assisted Unit during the HOPWA
Term may not exceed the amount that is equal to the greater of:
(A) thirty percent (30%) of the household's monthly Adjusted
Income, as adjusted pursuant to 24 C.F.R. 574.310(d)(1);
(B) ten percent (10%) of the household's monthly gross
income; and
(C) if the household is receiving payments for welfare
assistance from a public agency and a part of the payments, adjusted in accordance with the
household's actual housing costs, is specifically designated by the agency to meet the household's
housing costs, the portion of the payments that is so designated.
(2) During Remainder Term.
(A) HOPWA-Eligible Household. Subject to the provisions of
Section 2.4(a) below, the Rent paid by a HOPWA-Eligible Household that occupies a HOPWA-
Assisted Unit during the HOPWA Term and that continues to reside in the Unit following the
expiration of the HOPWA Term, must be equal to the amount specified in Section 2.2(a)(1).
(B) Extremely Low Income Household. After the expiration or
termination of the HOPWA Term pursuant to Section 2.5 and subject to Section 2.4(a), the Rent
paid by a new Tenant of a HOPWA-Assisted Unit that is an Extremely Low Income Household
may not exceed the Extremely Low Income Rent.
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(b) Extremely Low Income Rent. Subject to the provisions of Section 2.4(a)
below, the Rent paid by a Tenant of an Extremely Low Income Unit may not exceed one-twelfth
(1/12) of thirty percent (30%) of thirty percent (30%) of Median Income, adjusted for Assumed
Household Size.
(c) Thirty-Five Percent Income Rent. Subject to Section 2.4 below, the Rent
paid by a Tenant of a Thirty-Five Percent Income Unit, may not exceed one-twelfth (1/12th) of
thirty percent (30%) of thirty-five percent (35%) of Median Income, adjusted for Assumed
Household Size.
(d) No Additional Fees. Borrower may not charge any fee, other than Rent, to
any Tenant of the HOME/HOPWA Assisted Units for any housing or other services provided by
Borrower.
2.3 Rent Increases.
(a) Rent Amount. The initial Rent for all HOME/HOPWA Assisted Units
must be approved by the County prior to occupancy. The County will provide Borrower with a
schedule of maximum permissible Rents for the HOME/HOPWA Assisted Units and the
maximum monthly allowances for utilities and services (excluding telephone) annually.
(b) Rent Increases. All Rent increases for all HOME/HOPWA Assisted Units
are subject to County approval. No later than sixty (60) days prior to the proposed
implementation of any Rent increase affecting a HOME/HOPWA Assisted Unit, Borrower shall
submit to the County a schedule of any proposed increase in the Rent charged for
HOME/HOPWA Assisted Units. The Rent for such Units may be increased no more than once
annually based upon the annual income certification described in Article 3. The County will
disapprove a Rent increase if it violates the schedule of maximum permissible Rents for the
HOME/HOPWA Assisted Units provided to Borrower by the County, or is greater than a 5%
increase over the previous year's Rent, provided that the County may approve a request from
Borrower for a rent increase greater than 5% with a written explanation for the request from
Borrower. Borrower shall give Tenants written notice at least thirty (30) days prior to any Rent
increase, following completion of the County approval process set forth above.
2.4 Increased Income of Tenants.
(a) HOPWA-Assisted Units.
(1) Increased Income of HOPWA-Eligible Household During
HOPWA Term. If upon the annual certification of the income of a HOPWA-Eligible Household
during the HOPWA Term, Borrower determines that the Tenant has an Adjusted Income
exceeding the maximum qualifying income of an Extremely Low Income Household the Tenant
may continue to occupy the Unit and Borrower shall continue to charge such Tenant Rent
consistent with Section 2.2(a)(1) above. Borrower shall then rent the next available comparable
HOPWA-Assisted Unit to an Extremely Low Income Household that is also a HOPWA-Eligible
Household, to comply with the requirements of Section 2.1(a) above. Any Rent increase is
subject to Section 2.3 above.
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(2) Increased Income of HOPWA-Eligible Household During
Remainder Term. If upon the annual certification of the income of a HOPWA-Eligible
Household during the Remainder Term, Borrower determines that the Tenant has an Adjusted
Income exceeding the maximum qualifying income of an Extremely Low Income Household the
Tenant may continue to occupy the Unit and Borrower shall continue to charge such Tenant Rent
consistent with Section 2.2(a)(2)(A) above. Borrower shall then rent the next available
comparable HOME/HOPWA Assisted Unit to an Extremely Low Income Household to comply
with the requirements of Section 2.1(b) above. Any Rent increase is subject to Section 2.3
above.
(b) HOME-Assisted Units.
(1) Increased Income of Extremely Low Income Household to Above
Extremely Low Income but Below the Very Low Income Limit. Subject to Section 2.3 above, if,
upon the annual certification of the income of a Tenant of an Extremely Low Income Unit,
Borrower determines that the income of the Tenant has increased to above the qualifying limit
for an Extremely Low Income Household but below the qualifying limit for a Very Low Income
Household, the Tenant may continue to occupy the Unit and the Tenant's Rent will remain at the
Extremely Low Income Rent. Borrower shall then rent the next available Unit to an Extremely
Low Income Household to comply with the requirements of Section 2.1(b)(1) above, at a Rent
not exceeding the Extremely Low Income Rent, or re-designate another comparable Unit in the
Development with an Extremely Low Income Household an Extremely Low Income Unit, to
comply with the requirements of Section 2.1(b)(1) above. Upon renting the next available Unit
in accordance with Section 2.1(b)(1) or re-designating another Unit in the Development as an
Extremely Low Income Unit, the Unit with the over-income Tenant will no longer be considered
a HOME-Assisted Unit.
(2) Increased Income of Thirty-Five Percent Income Household to
Above Thirty-Five Percent Income but Below the Very Low Income Limit. Subject to Section
2.3 above, if, upon the annual certification of the income of a Tenant of a Thirty-Five Percent
Income Unit, Borrower determines that the income of the Tenant has increased to above the
qualifying limit for a Thirty-Five Percent Income Household but below the qualifying limit for a
Very Low Income Household, the Tenant may continue to occupy the Unit and the Tenant's Rent
will remain at the Thirty-Five Percent Income Rent. Borrower shall then rent the next available
Unit to a Thirty-Five Percent Income Household to comply with the requirements of Section
2.1(b)(2) above, at a Rent not exceeding the Thirty-Five Percent Income Rent, or re-designate
another comparable Unit in the Development with a Thirty-Five Percent Income Household a
Thirty-Five Percent Income Unit, to comply with the requirements of Section 2.1(b)(2) above.
Upon renting the next available Unit in accordance with Section 2.1(b)(2) or re-designating
another Unit in the Development as a Thirty-Five Percent Income Unit, the Unit with the over-
income Tenant will no longer be considered a HOME-Assisted Unit.
(3) Increased Income above Extremely Low Income Household at or
Above Very Low Income Limit but below Low Income Limit. Subject to Section 2.3 above, if,
upon the annual certification of the income of a Tenant of an Extremely Low Income Unit,
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Borrower determines that the income of the Tenant has increased to at or above the qualifying
limit for a Very Low Income Household, but not above the qualifying income for a Low Income
Household, the Tenant may continue to occupy the Unit and the Tenant's Rent may be increased
to the Low HOME Rent. Borrower shall then rent the next available Unit to an Extremely Low
Income Household to comply with the requirements of Section 2.1(b)(1) above, at a Rent not
exceeding the maximum Rent specified in Section 2.2(b), or re-designate another comparable
Unit in the Development with an Extremely Low Income Household an Extremely Low Income
Unit, to comply with the requirements of Section 2.1(b)(1) above. Upon renting the next
available Unit in accordance with Section 2.1(b)(1) or re-designating another Unit in the
Development as an Extremely Low Income Unit, the Unit with the over-income Tenant will no
longer be considered a HOME-Assisted Unit.
(4) Increased Income above Thirty-Five Percent Income Household at
or Above Very Low Income Limit but below Low Income Limit. Subject to Section 2.3 above,
if, upon the annual certification of the income of a Tenant of a Thirty-Five Percent Income Unit,
Borrower determines that the income of the Tenant has increased to at or above the qualifying
limit for a Very Low Income Household, but not above the qualifying income for a Low Income
Household, the Tenant may continue to occupy the Unit and the Tenant's Rent may be increased
to the Low HOME Rent. Borrower shall then rent the next available Unit to a Thirty-Five
Percent Income Household to comply with the requirements of Section 2.1(b)(2) above, at a Rent
not exceeding the maximum Rent specified in Section 2.2(c), or re-designate another comparable
Unit in the Development with a Thirty-Five Percent Income Household a Thirty-Five Percent
Income Unit, to comply with the requirements of Section 2.1(b)(2) above. Upon renting the next
available Unit in accordance with Section 2.1(b)(2) or re-designating another Unit in the
Development as a Thirty-Five Percent Income Unit, the Unit with the over-income Tenant will
no longer be considered a HOME-Assisted Unit.
(c) Non-Qualifying Household. Subject to Section 2.4(a) above for HOPWA-
Assisted Units, if, upon the annual certification of the income a Tenant of a HOME/HOPWA
Assisted Unit, Borrower determines that the Tenant’s income has increased above the qualifying
limit for a Low Income Household, the Tenant may continue to occupy the Unit. Upon the
expiration of such Tenant's lease, Borrower shall:
(1) With 60 days’ advance written notice, increase such Tenant’s Rent
to the lesser of (i) one-twelfth (1/12) of thirty percent (30%) of the actual Adjusted Income of the
Tenant, and (ii) the fair market rent (subject to 24 C.F.R. 92.252(i)(2) regarding low income
housing tax credit requirements), and
(2) Rent the next available Unit to an Extremely Low Income
Household, or Thirty-Five Percent Income Household, as applicable, to comply with the
requirements of Section 2.1 above, at a Rent not exceeding the maximum Rent specified in
Section 2.2, or designate another comparable Unit that is occupied by an Extremely Low Income
Household, or Thirty-Five Percent Income Household, as applicable, as a HOME/HOPWA
Assisted Unit, to meet the requirements of Section 2.1 above. On the day that Borrower
complies with Section 2.1 in accordance with this Section 2.4(c), the Unit with the over-income
Tenant will no longer be considered a HOME/HOPWA Assisted Unit.
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(d) Termination of Occupancy. Upon termination of occupancy of a
HOME/HOPWA Assisted Unit by a Tenant, such Unit will be deemed to be continuously
occupied by a household of the same income level as the initial income level of the vacating
Tenant, until such unit is reoccupied, at which time categorization of the Unit will be established
based on the occupancy requirements of Section 2.1.
2.5 Cure for AIDS. If, in the sole determination of the County, there is a cure for
AIDS and therefore no need for the HOPWA-Assisted Units, the County shall provide to
Borrower a written notice that sets forth the termination date of the HOPWA Term.
2.6 Loss of Subsidy.
(a) It is anticipated that certain Units in the Development (the "Subsidy
Units") will receive Project-Based Section 8 or other rental subsidy payments (the "Rental
Subsidy") throughout the Term, as reflected in the Approved Development Budget.
Notwithstanding Section 2.3(b), if any change in federal law occurs, or any action (or inaction)
by Congress or any federal or State agency occurs, which results in a reduction, termination or
nonrenewal of the Rental Subsidy through no fault of the Borrower, such that the Rental Subsidy
shown on the Approved Development Budget is no longer available, Borrower may increase the
Rent on one or more of the HOME-Assisted Units that overlap with a Subsidy Unit, to the Low
HOME Rent and/or High HOME Rent as applicable, subject to the following requirements:
(1) At the time Borrower requests an increase in the Rent, Borrower
shall provide the County with an operating budget for the Development for the County's
approval pursuant to Section 4.4 of the Loan Agreement, showing the impact of the loss or
reduction of the Rental Subsidy (the "Operating Budget");
(2) The number of HOME-Assisted Units subject to the Rent increase
and the level of rent increase (i.e. Low HOME Rent and High HOME Rent) may not be greater
than the amount required to ensure that the Development generates sufficient income to cover its
operating costs and debt service as shown on the Operating Budget, and as is necessary to
maintain the financial stability of the Development;
(3) The Rent of at least four (4) of the HOME-Assisted Units may not
exceed the Low HOME Rent;
(4) Borrower shall use good faith efforts to ensure that the Tenants
whose Rents are increased to the High HOME Rent have the highest incomes of the Tenants
occupying the HOME-Assisted Units; and
(5) Any such Rent increase must be pursuant to a transition plan
approved by the County, consistent with remedial measures set forth in California Code of
Regulations Title 4, Division 17, Chapter 1, Section 10337(a)(3) or successor regulation
applicable to California's Federal and State Low Income Housing Tax Credit Program.
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(b) Borrower shall use good faith efforts to obtain alternative sources of rental
subsidies and shall provide the County with annual progress reports on efforts to obtain
alternative sources of rental subsidies that would allow the rents on the HOME Assisted Units to
be reduced back to the Extremely Low Income Rent and the Thirty-Five Percent Income Rent, as
applicable. Upon receipt of any alternative rental subsidies, Borrower shall reduce the rents on
the County-Assisted Units back to the Extremely Low Income Rent and the Thirty-Five Percent
Income Rent, as applicable, to the extent that the alternative rental subsidies provide sufficient
income to cover the operating costs and debt service of the Development as shown on the
Operating Budget.
(c) This Section does not apply to the Rent paid by Tenants of the HOPWA-
Assisted Units during the HOPWA Term and any HOPWA-Eligible Household that occupies a
HOPWA-Assisted Unit during the HOPWA Term and that continues to reside in the Unit
following the expiration of the HOPWA Term. Such Rent must at all times be consistent with
Section 2.2(a)(1).
ARTICLE 3
INCOME CERTIFICATION; REPORTING; RECORDS
3.1 Income Certification.
(a) Borrower shall obtain, complete, and maintain on file, within one hundred
twenty (120) days before expected occupancy and annually thereafter, income certifications from
each Tenant renting any of the HOME/HOPWA Assisted Units. Borrower shall make a good
faith effort to verify the accuracy of the income provided by the applicant or occupying
household, as the case may be, in an income certification. To verify the information, Borrower
shall take two or more of the following steps: (i) obtain a pay stub for the most recent pay
period; (ii) obtain an income tax return for the most recent tax year; (iii) conduct a credit agency
or similar search; (iv) obtain an income verification form from the applicant's current employer;
(v) obtain an income verification form from the Social Security Administration and/or the
California Department of Social Services if the applicant receives assistance from either of such
agencies; or (vi) if the applicant is unemployed and does not have a tax return, obtain another
form of independent verification. Where applicable, Borrower shall examine at least two (2)
months of relevant source documentation. Copies of Tenant income certifications are to be
available to the County upon request.
(b) For each HOPWA-Assisted Unit during the HOPWA Term, Borrower
shall obtain, complete, and maintain on file, immediately prior to initial occupancy and annually
thereafter, a certification from the Tenant that the HOPWA-Assisted Unit is occupied by a
HOPWA-Eligible Household.
3.2 Reporting Requirements.
(a) Borrower shall submit to the County within one hundred eighty (180) days
after the Completion Date, and not later than forty-five (45) days after the close of each calendar
year, or such other date as may be requested by the County, a report that includes the following
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data for each Unit and specifically identifies which Units are HOME/HOPWA Assisted Units: (i)
Tenant income, (ii) the number of occupants, (iii) the Rent, (iv) the number of bedrooms, and (v)
the initial address of each Tenant. To demonstrate continued compliance with Section 2.1
Borrower shall cause each annual report after the initial report to include a record of any
subsequent Tenant substitutions and any vacancies in HOME/HOPWA Assisted Units that have
been filled.
(b) Borrower shall submit to the County within forty-five (45) days after
receipt of a written request, or such other time agreed to by the County, any other information or
completed forms requested by the County in order to comply with reporting requirements of
HUD, the State of California, and the County.
3.3 Tenant Records. Borrower shall maintain complete, accurate and current records
pertaining to income and household size of Tenants. All Tenant lists, applications and waiting
lists relating to the Development are to be at all times: (i) separate and identifiable from any
other business of Borrower, (ii) maintained as required by the County, in a reasonable condition
for proper audit, and (iii) subject to examination during business hours by representatives of the
County. Borrower shall retain copies of all materials obtained or produced with respect to
occupancy of the Units for a period of at least five (5) years. The County may examine and mak e
copies of all books, records or other documents of Borrower that pertain to the Development.
3.4 Development Records.
(a) Borrower shall keep and maintain at the principal place of business of the
Borrower set forth in Section 6.11 below, or elsewhere with the County's written consent, full,
complete and appropriate books, records and accounts relating to the Development. Borrower
shall cause all books, records and accounts relating to its compliance with the terms, provisions,
covenants and conditions of the Loan Documents to be kept and maintained in accordance with
generally accepted accounting principles consistently applied, and to be consistent with
requirements of this HOME/HOPWA Regulatory Agreement. Borrower shall cause all books,
records, and accounts to be open to and available for inspection and copying by HUD, the
County, its auditors or other authorized representatives at reasonable intervals during normal
business hours. Borrower shall cause copies of all tax returns and other reports that Borrower
may be required to furnish to any government agency to be open for inspection by the County at
all reasonable times at the place that the books, records and accounts of Borrower are kept.
Borrower shall preserve such records for a period of not less than five (5) years after their
creation in compliance with all HUD records and accounting requirements. If any litigation,
claim, negotiation, audit exception, monitoring, inspection or other action relating to the use of
the Loan is pending at the end of the record retention period stated herein, then Borrower shall
retain the records until such action and all related issues are resolved. Borrower shall cause the
records to include all invoices, receipts, and other documents related to expenditures from the
Loan funds. Borrower shall cause records to be accurate and current and in a form that allows
the County to comply with the record keeping requirements contained in 24 C.F.R. 92.508, 24
C.F.R. 574.450, and 24 C.F.R. 574.530. Such records are to include but are not limited to:
(i) Records providing a full description of the activities undertaken
with the use of the Loan funds;
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(ii) Records demonstrating that each activity undertaken with the
HOPWA Funds meets one of the eligible activities of the HOPWA program set forth in
24 C.F.R. Section 574.300 and 24 C.F.R. Section 574.310;
(iii) Records demonstrating compliance with the HUD property
standards and lead-based paint requirements including the property standards of 24 C.F.R.
Section 574.310(b) and the lead-based paint requirements of 24 C.F.R. Section 574.635, and the
maintenance requirements set forth in Section 5.6 (which implements 24 C.F.R. 92.251);
(iv) Records documenting compliance with the fair housing, equal
opportunity, and affirmative fair marketing requirements;
(v) Financial records as required by 24 C.F.R. 92.505, and 2 C.F.R.
Part 200, and during the HOPWA Term, financial records and other documents necessary to
document compliance with the requirements of 24 C.F.R. Part 574 et seq;
(vi) Records demonstrating compliance with the HOPWA and HOME
marketing, tenant selection, affordability, and income requirements;
(vii) Records demonstrating compliance with MBE/WBE requirements;
(viii) Records demonstrating compliance with 24 C.F.R. Part 135 which
implements Section 3 of the Housing Development Act of 1968;
(ix) Records demonstrating compliance with applicable relocation
requirements, which must be retained for at least five (5) years after the date by which persons
displaced from the property have received final payments;
(x) Records demonstrating compliance with labor requirements
including certified payrolls from Borrower's general contractor evidencing that applicable
prevailing wages have been paid; and
(xi) Records documenting compliance with the Social Services Plan
approved by the County.
(b) The County shall notify Borrower of any records it deems insufficient.
Borrower has fifteen (15) calendar days after the receipt of such a notice to correct any
deficiency in the records specified by the County in such notice, or if a period longer than fifteen
(15) days is reasonably necessary to correct the deficiency, then Borrower must begin to correct
the deficiency within fifteen (15) days and correct the deficiency as soon as reasonably possible.
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ARTICLE 4
OPERATION OF THE DEVELOPMENT
4.1 Residential Use. Borrower shall operate the Housing Improvements for
residential use only. No part of the Development may be operated as transient housing.
4.2 Compliance with Loan Documents and Program Requirements. Borrower's
actions with respect to the Development shall at all times be in full conformity with: (i) all
requirements of the Loan Documents; (ii) all requirements imposed on projects assisted with
HOME Funds as contained in 42 U.S.C. Section 12701, et seq., 24 C.F.R. Part 92, and other
implementing rules and regulations; (iii) all requirements imposed on projects assisted under the
HOPWA Program as contained in 42 U.S.C. Section 12901, et seq., 24 C.F.R. Part 574, and
other implementing rules and regulations; and (iv) any other regulatory requirements imposed on
the Development.
4.3 Marketing Plan; Tenant Selection Plan; and Social Services Plan.
(a) Marketing Plan.
(1) No later than six (6) months prior to the date construction of the
Development is projected to be complete, Borrower shall submit to the County for approval its
plan for marketing the Development to income-eligible households and HOPWA-Eligible
Households as required by this HOME/HOPWA Regulatory Agreement (the "Marketing Plan").
The Marketing Plan must include information on affirmative marketing efforts and compliance
with fair housing laws and 24 C.F.R. 92.351(a).
(2) Upon receipt of the Marketing Plan, the County will promptly
review the Marketing Plan and will approve or disapprove it within fifteen (15) days after
receipt. If the Marketing Plan is not approved, the County will give Borrower specific reasons
for such disapproval and Borrower shall submit a revised Marketing Plan within fifteen (15)
days of notification of the County's disapproval. Borrower shall follow this procedure for
resubmission of a revised Marketing Plan until the Marking Plan is approved by the County. If
the Borrower does not submit a revised Marketing Plan that is approved by the County at least
three (3) months prior to the date completion of the Development is projected to be complete,
Borrower will be in default of this HOME/HOPWA Regulatory Agreement.
(3) If any HOME-Assisted Units have not been rented in accordance
with Section 2.1(b) above on or before the date that is five (5) months after the Completion Date
Borrower shall submit to the County a detailed report of ongoing marketing efforts, and if
deemed appropriate by the County, any necessary amendments or updates to the Marketing Plan
to cause the vacant HOME-Assisted Units to be rented in compliance with Section 2.1(b).
(4) If any HOME-Assisted Units have not been rented to in
accordance with Section 2.1(b) above on or before the date that is twelve (12) months after the
Completion Date Borrower shall submit to the County a detailed report of ongoing marketing
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efforts, and if deemed appropriate by the County, any necessary amendments or updates to the
Marketing Plan to cause the vacant HOME-Assisted Units to be rented in compliance with
Section 2.1(b).
(b) Tenant Selection Plan.
(1) No later than six (6) months prior to the date construction of the
Development is projected to be complete, Borrower shall submit to the County, for its review
and approval, Borrower's written tenant selection plan (the "Tenant Selection Plan").
Borrower's Tenant Selection Plan must, at a minimum, meet the requirements for tenant
selection set out in 24 C.F.R. Part 574 and 24 C.F.R. 92.253(d), and any modifications thereto.
(2) Upon receipt of the Tenant Selection Plan, the County will
promptly review the Tenant Selection Plan and will approve or disapprove it within fifteen (15)
days after receipt. If the Tenant Selection Plan is not approved, the County will give Borrower
specific reasons for such disapproval and Borrower shall submit a revised Tenant Selection Plan
within fifteen (15) days of notification of the County's disapproval. Borrower shall follow this
procedure for resubmission of a revised Tenant Selection Plan until the Tenant Selection Plan is
approved by the County. If the Borrower does not submit a revised Tenant Selection Plan that is
approved by the County at least three (3) months prior to the date construction of the
Development is projected to be complete, Borrower will be in default of this HOME/HOPWA
Regulatory Agreement.
(c) Social Services Plan.
(1) No later than six (6) months prior to the date construction of the
Development is projected to be complete, Borrower shall submit to the County for approval its
plan for providing social services from qualified service providers to the HOPWA-Eligible
Households of the Development as required by 24 C.F.R. Section 574.310(a)(1) and this
HOME/HOPWA Regulatory Agreement (the "Social Services Plan").
(2) Upon receipt of the Social Services Plan, the County will promptly
review the Social Services Plan and will approve or disapprove it within fifteen (15) days after
receipt. If the Social Services Plan is not approved, the County will give Borrower specific
reasons for such disapproval and Borrower shall submit a revised Social Services Plan within
fifteen (15) days of notification of the County's disapproval. Borrower shall follow this
procedure for resubmission of a revised Social Services Plan until the Social Services Plan is
approved by the County. If the Borrower does not submit a revised Social Services Plan that is
approved by the County at least three (3) months prior to the date construction of the
Development is projected to be complete, Borrower will be in default of this HOME/HOPWA
Regulatory Agreement.
4.4 Lease Provisions.
(a) No later than four (4) months prior to the date construction of the
Development is projected to be complete, Borrower shall submit to the County for approval
Borrower’s proposed form of lease agreement for the County's review and approval. When
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leasing Units within the Development, Borrower shall use the form of lease approved by the
County. Borrower may not permit the lease to contain any provision that is prohibited by 24
C.F.R. Section 92.253(b) and any amendments thereto. Borrower’s form of lease must include
any provisions necessary to comply with the requirements of the Violence Against Women
Reauthorization Act of 2013 (Pub. L. 113–4, 127 Stat. 54) applicable to HUD-funded programs.
The form of lease must comply with all requirements of this HOME/HOPWA Regulatory
Agreement, the other Loan Documents and must, among other matters:
(1) provide for termination of the lease for failure to: (i) provide any
information required under this HOME/HOPWA Regulatory Agreement or reasonably requested
by Borrower to establish or recertify the Tenant's qualification, or the qualification of the
Tenant's household, for occupancy in the Development in accordance with the standards set forth
in this HOME/HOPWA Regulatory Agreement, (ii) qualify as an Extremely Low Income
Household, or Thirty-Five Percent Income Household as a result of any material
misrepresentation made by such Tenant with respect to the income computation, or (iii) qualify
as a HOPWA-Eligible Household when and if applicable as a result of any material
misrepresentation made by such Tenant with respect to HIV/AIDS status.
(2) be for an initial term of not less than one (1) year, unless by mutual
agreement between the Tenant and Borrower, and provide for no increase in Rent during such
year. After the initial year of tenancy, the lease may be month-to-month by mutual agreement of
Borrower and the Tenant. Notwithstanding the above, any rent increases are subject to the
requirements of Section 2.3 above.
(3) include a provision that requires a Tenant who is residing in a Unit
required to be accessible pursuant to Section 2.1(d) and who is not in need of an accessible Unit
to move to a non-accessible Unit when a non-accessible Unit becomes available and another
Tenant or prospective Tenant is in need of an accessible Unit.
(b) During the HOME Term, Borrower shall comply with the Marking Plan,
Social services Plan, and Tenant Selection Plan approved by the County.
4.5 HOPWA Tenant Requirements. During the HOPWA Term Borrower shall:
(a) ensure the confidentiality of the name of any individual requesting or
receiving assistance through this project pursuant to 24 C.F.R. 574.440;
(b) ensure that qualified service providers in the area make available
appropriate supportive services to HOPWA-Eligible Households pursuant to 24 C.F.R.
574.310(a)(1);
(c) conduct an ongoing assessment of the services required by HOPWA-
Eligible Households pursuant to 24 C.F.R. 574.500(b)(2);
(d) comply with the Social Services Plan approved by the County detailing
the services provided to HOPWA-Eligible Households; and
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(e) ensure that the Development meets the Housing Quality Standards
pursuant to 24 C.F.R. 574.310(b).
4.6 Lease Termination.
(a) HOME Lease Termination Requirements. Any termination of a lease or
refusal to renew a lease for a HOME-Assisted Unit within the Development must be in
conformance with 24 C.F.R. 92.253(c) and the requirements of the Violence Against Women
Reauthorization Act of 2013 ((Pub. L. 113–4, 127 Stat. 54) applicable to HUD-funded programs,
and must be preceded by not less than sixty (60) days written notice to the Tenant by Borrower
specifying the grounds for the action.
(b) HOPWA Lease Termination Requirements.
(1) Any termination of a lease or refusal to renew a lease for a
HOPWA-Assisted Unit within the Development must be in conformance with 24 C.F.R.
574.310(e) during the HOPWA Term, and must be preceded by not less than sixty (60) days
written notice to the Tenant by Borrower specifying the grounds for the action.
(2) During the HOPWA Term Borrower shall ensure that surviving
members of a household that included a Person with HIV/AIDS at the time of his or her death is
permitted to continue to occupy the unit and receive supportive services for a reasonable period
of up to one (1) year from the time of the death, and is provided with notice of their grace period
and with assistance to obtain information about other available housing assistance programs. In
addition, in the event such surviving members of a household would be eligible for occupancy in
one of the other units within the Development, upon approval from Borrower, such surviving
members may remain in their current unit and the next available unit within the Development
will become a HOPWA-Assisted Unit.
4.7 HOME and HOPWA Requirements.
(a) Borrower shall comply with all applicable laws and regulations governing
the use of the HOME Funds as set forth in 24 C.F.R. Part 92, and use of the HOPWA Funds, as
set forth in 24 C.F.R. Part 574 et. seq. In the event of any conflict between this HOME/HOPWA
Regulatory Agreement and applicable laws and regulations governing the use of the Loan funds,
the applicable laws and regulations govern.
(b) The laws and regulations governing the use of the Loan funds include (but
are not limited to) the following:
(i) Environmental and Historic Preservation. 24 C.F.R. Part 58,
which prescribes procedures for compliance with the National Environmental Policy Act of
1969 (42 U.S.C. 4321-4361), and the additional laws and authorities listed at 24 C.F.R. 58.5;
(ii) Applicability of Uniform Administrative Requirements, Cost
Principles, and Audit Requirements for Federal Awards. The applicable policies, guidelines,
and requirements of 2 C.F.R. Part 200;
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(iii) Debarred, Suspended or Ineligible Contractors. The prohibition on
the use of debarred, suspended, or ineligible contractors set forth in 24 C.F.R. Part 24;
(iv) Civil Rights, Housing and Community Development, and Age
Discrimination Acts. The Fair Housing Act (42 U.S.C. 3601 et seq.) and implementing
regulations at 24 C.F.R. Part 100; Title VI of the Civil Rights Act of 1964 as amended; Title
VIII of the Civil Rights Act of 1968 as amended; Section 104(b) and Section 109 of Title I of
the Housing and Community Development Act of 1974 as amended; Section 504 of the
Rehabilitation Act of 1973 (29 USC 794, et seq.); the Age Discrimination Act of 1975 (42 USC
6101, et seq.); Executive Order 11063 as amended by Executive Order 12259 and implementing
regulations at 24 C.F.R. Part 107; Executive Order 11246 as amended by Executive Orders
11375, 12086, 11478, 12107; Executive Order 11625 as amended by Executive Order 12007;
Executive Order 12432; Executive Order 12138 as amended by Executive Order 12608;
(v) Lead-Based Paint. The requirement of the Lead-Based Paint
Poisoning Prevention Act, as amended (42 U.S.C. 4821 et seq.), the Residential Lead-Based
Paint Hazard Reduction Act (42 U.S.C. 4851 et seq.), and implementing regulations at 24
C.F.R. Part 35;
(vi) Relocation. The requirements of the Uniform Relocation
Assistance and Real Property Acquisition Policies Act of 1970 (42 U.S.C. 4601, et seq.), and
implementing regulations at 49 C.F.R. Part 24; Section 104(d) of the Housing and Community
Development Act of 1974 and implementing regulations at 24 C.F.R. 42 et seq.; 24 C.F.R.
92.353; 24 C.F.R. 574.630; and California Government Code Section 7260 et seq. and
implementing regulations at 25 California Code of Regulations Sections 6000 et seq. If and to
the extent that development of the Development results in the permanent or temporary
displacement of residential tenants, homeowners, or businesses, then Borrower shall comply
with all applicable local, state, and federal statutes and regulations with respect to relocation
planning, advisory assistance, and payment of monetary benefits. Borrower shall prepare and
submit a relocation plan to the County for approval. Borrower is solely responsible for payment
of any relocation benefits to any displaced persons and any other obligations associated with
complying with such relocation laws. Borrower shall indemnify, defend (with counsel
reasonably chosen by the County), and hold harmless the County against all claims that arise
out of relocation obligations to residential tenants, homeowners, or businesses permanently or
temporarily displaced by the Development;
(vii) Discrimination against the Disabled. The requirements of the Fair
Housing Act (42 U.S.C. 3601 et seq.) and implementing regulations at 24 C.F.R. Part 100;
Section 504 of the Rehabilitation Act of 1973 (29 U.S.C. 794), and federal regulations issued
pursuant thereto, which prohibit discrimination against the disabled in any federally assisted
program, the requirements of the Architectural Barriers Act of 1968 (42 U.S.C. 4151-4157) and
the applicable requirements of Title II and/or Title III of the Americans with Disabilities Act of
1990 (42 U.S.C. 12131 et seq.), and federal regulations issued pursuant thereto;
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(viii) Clean Air and Water Acts. The Clean Air Act, as amended,
42 U.S.C. 7401 et seq., the Federal Water Pollution Control Act, as amended, 33 U.S.C. 1251 et
seq., and the regulations of the Environmental Protection Agency with respect thereto, at 40
C.F.R. Part 1500, as amended from time to time;
(ix) Uniform Administrative Requirements. The provisions of
24 C.F.R. 92.505 and 24 C.F.R. 574.650 regarding cost and auditing requirements;
(x) Housing Quality Standards. The housing quality standards set
forth in 24 C.F.R. Section 574.310(b);
(xi) Supportive Services. The supportive service requirements of
24 C.F.R. Section 574.310(a)(1). Borrower shall procure services to satisfy such service
requirements;
(xii) Training Opportunities. The requirements of Section 3 of the
Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701u ("Section 3"),
requiring that to the greatest extent feasible opportunities for training and employment be given
to lower income residents of the project area and agreements for work in connection with the
project be awarded to business concerns which are located in, or owned in substantial part by
persons residing in, the areas of the project. Borrower agrees to include the following language
in all subcontracts executed under this HOME/HOPWA Regulatory Agreement:
(1) The work to be performed under this contract is subject to
the requirements of Section 3 of the Housing and Urban Development Act of 1968, as amended,
12 U.S.C. 1701u. The purpose of Section 3 is to ensure that employment and other economic
opportunities generated by HUD assistance or HUD-assisted projects covered by Section 3, shall,
to the greatest extent feasible, be directed to low- and very low-income persons, particularly
persons who are recipients of HUD assistance for housing.
(2) The parties to this contract agree to comply with HUD's
regulations in 24 C.F.R. Part 135, which implement Section 3. As evidenced by their execution
of this contract, the parties to this contract certify that they are under no contractual or other
impediment that would prevent them from complying with the Part 135 regulations.
(3) The contractor agrees to send to each labor organization or
representative of workers with which the contractor has a collective bargaining agreement or
other understanding, if any, a notice advising the labor organization or workers' representative of
the contractor's commitments under this Section 3 clause; and will post copies of the notice in
conspicuous places at the work site where both employees and applicants for training and
employment positions can see the notice. The notice shall describe the Section 3 preference;
shall set forth minimum number and job titles subject to hire; availability of apprenticeship and
training positions; the qualifications for each; the name and location of the person(s) taking
applications for each of the positions; and the anticipated date the work shall begin.
(4) The contractor agrees to include this Section 3 clause in
every subcontract subject to compliance with regulations in 24 C.F.R. Part 135, and agrees to
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take appropriate action, as provided in an applicable provision of the subcontract or in this
Section 3 clause, upon a finding that the subcontractor is in violation of the regulations in
24 C.F.R. Part 135. The contractor will not subcontract with any subcontractor where the
contractor has notice or knowledge that the subcontractor has been found in violation of the
regulations in 24 C.F.R. Part 135.
(5) The contractor will certify that any vacant employment
positions, including training positions, that are filled (A) after the contractor is selected but
before the contract is executed, and (B) with persons other than those to whom the regulations of
24 C.F.R. Part 135 require employment opportunities to be directed, were not filled to
circumvent the contractor's obligations under 24 C.F.R. Part 135.
(6) Noncompliance with HUD's regulations in 24 C.F.R.
Part 135 may result in sanctions, termination of this contract for default, and debarment or
suspension from future HUD assisted contracts.
(7) With respect to work performed in connection with Section
3 covered Indian housing assistance, section 7(b) of the Indian Self-Determination and Education
Assistance Act (25 U.S.C. 450e) also applies to the work to be performed under this contract.
Section 7(b) requires that to the greatest extent feasible (i) preference and opportunities for
training and employment shall be given to Indians, and (ii) preference in the award of contracts
and subcontracts shall be given to Indian organizations and Indian-owned Economic Enterprises.
Parties to this contract that are subject to the provisions of Section 3 and section 7(b) agree to
comply with Section 3 to the maximum extent feasible, but not in derogation of compliance with
section 7(b).
(xiii) Labor Standards. The labor requirements set forth in 24 C.F.R.
92.354; the prevailing wage requirements of the Davis-Bacon Act and implementing rules and
regulations (40 U.S.C. 3141-3148); the Copeland "Anti-Kickback" Act (40 U.S.C. 276(c))
which requires that workers be paid at least once a week without any deductions or rebates
except permissible deductions; the Contract Work Hours and Safety Standards Act – CWHSSA
(40 U.S.C. 3701-3708) which requires that workers receive "overtime" compensation at a rate
of 1-1/2 times their regular hourly wage after they have worked forty (40) hours in one (1)
week; and Title 29, Code of Federal Regulations, Subtitle A, Parts 1, 3 and 5 are the regulations
and procedures issued by the Secretary of Labor for the administration and enforcement of the
Davis-Bacon Act, as amended;
(xiv) Drug Free Workplace. The requirements of the Drug Free
Workplace Act of 1988 (P.L. 100-690) and implementing regulations at 24 C.F.R. Part 24;
(xv) Anti-Lobbying; Disclosure Requirements. The disclosure
requirements and prohibitions of 31 U.S.C. 1352 and implementing regulations at 24 C.F.R.
Part 87;
(xvi) Historic Preservation. The historic preservation requirements set
forth in the National Historic Preservation Act of 1966, as amended (16 U.S.C. Section 470)
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and the procedures set forth in 36 C.F.R. Part 800. If archeological, cultural, or historic period
resources are discovered during construction, all construction work must come to a halt and
Borrower shall immediately notify the County. Borrower shall not shall alter or move the
discovered material(s) until all appropriate procedures for "post-review discoveries" set forth in
Section 106 of the National Historic Preservation Act have taken place, which include, but are
not limited to, consultation with the California State Historic Preservation Officer and
evaluation of the discovered material(s) by a qualified professional archeologist;
(xvii) Religious Organizations. If the Borrower is a religious
organization, as defined by the HOPWA and/or HOME requirements, the Borrower shall
comply with all conditions prescribed by HUD for the use of HOME Funds and HOPWA Funds
by religious organizations, including the First Amendment of the United States Constitution
regarding church/state principles and the applicable constitutional prohibitions set forth in 24
C.F.R. 92.257 and 24 C.F.R. 574.300(c);
(xviii) Violence Against Women. The requirements of the Violence
Against Women Reauthorization Act of 2013 (Pub. L. 113–4, 127 Stat. 54) applicable to HUD-
funded programs;
(xix) Conflict of Interest. The conflict of interest provisions set forth in
24 C.F.R. 92.356 and 24 C.F.R. Section 574.625 ; and
(xx) HUD Regulations. Any other HUD regulations present or as may
be amended, added, or waived in the future pertaining to the Loan funds.
ARTICLE 5
PROPERTY MANAGEMENT AND MAINTENANCE
5.1 Management Responsibilities. Borrower is responsible for all management
functions with respect to the Development, including without limitation the selection of Tenants,
certification and recertification of household size and income, evictions, collection of rents and
deposits, maintenance, landscaping, routine and extraordinary repairs, replacement of capital
items, and security. The County has no responsibility for management of the Development.
Borrower shall retain a professional property management company approved by the County in
its reasonable discretion to perform Borrower's management duties hereunder. An on-site
property manager is also required.
5.2 Management Agent. Borrower shall cause the Development to be managed by an
experienced management agent reasonably acceptable to the County, with a demonstrated ability
to operate residential facilities like the Development in a manner that will provide decent, safe,
and sanitary housing (the "Management Agent"). The County has approved The John Stewart
Company as the Management Agent. Borrower shall submit for the County's approval the
identity of any proposed subsequent management agent. Borrower shall also submit such
additional information about the background, experience and financial condition of any proposed
management agent as is reasonably necessary for the County to determine whether the proposed
management agent meets the standard for a qualified management agent set forth above. If the
proposed management agent meets the standard for a qualified management agent set forth
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above, the County shall approve the proposed management agent by notifying Borrower in
writing. Unless the proposed management agent is disapproved by the County within thirty (30)
days, which disapproval is to state with reasonable specificity the basis for disapproval, it shall
be deemed approved.
5.3 Periodic Performance Review. The County reserves the right to conduct an
annual (or more frequently, if deemed necessary by the County) review of the management
practices and financial status of the Development. The purpose of each periodic review will be
to enable the County to determine if the Development is being operated and managed in
accordance with the requirements and standards of this HOME/HOPWA Regulatory Agreement.
Borrower shall cooperate with the County in such reviews.
5.4 Replacement of Management Agent. If, as a result of a periodic review, the
County determines in its reasonable judgment that the Development is not being operated and
managed in accordance with any of the material requirements and standards of this
HOME/HOPWA Regulatory Agreement, the County shall deliver notice to Borrower of its
intention to cause replacement of the Management Agent, including the reasons therefor. Within
fifteen (15) days after receipt by Borrower of such written notice, the County staff and Borrower
shall meet in good faith to consider methods for improving the financial and operating status of
the Development, including, without limitation, replacement of the Management Agent.
If, after such meeting, County staff recommends in writing the replacement of the
Management Agent, Borrower shall promptly dismiss the then-current Management Agent, and
shall appoint as the Management Agent a person or entity meeting the standards for a
management agent set forth in Section 5.2 above and approved by the County pursuant to
Section 5.2 above.
Any contract for the operation or management of the Development entered into by
Borrower shall provide that the Management Agent may be dismissed and the contract
terminated as set forth above. Failure to remove the Management Agent in accordance with the
provisions of this Section constitutes a default under this HOME/HOPWA Regulatory
Agreement, and the County may enforce this provision through legal proceedings as specified in
Section 6.4 below.
5.5 Approval of Management Policies. Borrower shall submit its written
management policies with respect to the Development to the County for its review, and shall
amend such policies in any way necessary to ensure that such policies comply with the
provisions of this HOME/HOPWA Regulatory Agreement.
5.6 Property Maintenance.
(a) Borrower shall maintain, for the entire HOME Term of this
HOME/HOPWA Regulatory Agreement, all interior and exterior Improvements, including
landscaping in decent, safe and sanitary condition, and in good condition and repair, in
accordance with (i) 24 C.F.R. Section 92.251, and (ii) the maintenance standards provided by the
County (the "Maintenance Standards"). The Maintenance Standards, which set forth inspectable
items and areas, and this HOME/HOPWA Regulatory Agreement, implement 24 C.F.R. Section
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92.251. Borrower shall cause the Development to be: (i) maintained in accordance with all
applicable laws, rules, ordinances, orders and regulations of all federal, state, county, municipal,
and other governmental agencies and bodies having or claiming jurisdiction and all their
respective departments, bureaus, and officials, including but not limited to the lead-based paint
requirements in 24 C.F.R. part 35; and (ii) free of all health and safety defects. Borrower shall
correct any life-threatening maintenance deficiencies, including those set forth in the
Maintenance Standards immediately upon notification.
(b) At the beginning of each year of the HOME Term, Borrower shall certify
to the County that the Development is in compliance with the Maintenance Standards.
5.7 Property Inspections.
(a) On-Site Physical Inspections. The County will perform on-site inspections
of the Development during the HOME Term to ensure compliance with the Maintenance
Standards. The County will perform an on-site inspection within twelve months after
completion of construction of the Development and at least once every three (3) years during the
HOME Term. If the Development is found to have health and safety violations, the County may
perform more frequent inspections. Borrower shall cooperate in such inspections.
(b) Violation of Maintenance Standards. If after an inspection, the County
determines that Borrower is in violation of the Maintenance Standards, the County will provide
Borrower a written report of the violations. Borrower shall correct the violations set forth in the
report provided to Borrower by County. The County will perform a follow-up inspection to
verify that the violations have been corrected. If such violations continue for a period of ten
(10) days after delivery of the report to Borrower by the County with respect to graffiti, debris,
waste material, and general maintenance, or thirty (30) days after delivery of the report to
Borrower by the County with respect to landscaping and building improvements, then the
County, in addition to whatever other remedy it may have at law or in equity, has the right to
enter upon the Development and perform or cause to be performed all such acts and work
necessary to cure the violation. Pursuant to such right of entry, the County is permitted (but is
not required) to enter upon the Development and to perform all acts and work necessary to
protect, maintain, and preserve the improvements and landscaped areas on the Development, and
to attach a lien on the Development, or to assess the Development, in the amount of the
expenditures arising from such acts and work of protection, maintenance, and preservation by the
County and/or costs of such cure, which amount Borrower shall promptly pay to the County
upon demand.
ARTICLE 6
MISCELLANEOUS
6.1 Nondiscrimination.
(a) All of the Units must be available for occupancy on a continuous basis to
members of the general public who are income eligible. Borrower may not give preference to
any particular class or group of persons in renting or selling the Units, except to the extent that
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the Units are required to be leased to income eligible households and to HOPWA-Eligible
Households pursuant to this HOME/HOPWA Regulatory Agreement. Borrower herein
covenants by and for Borrower, assigns, and all persons claiming under or through Borrower,
that there exist no discrimination against or segregation of, any person or group of persons on
account of race, color, creed, religion, sex, sexual orientation, marital status, national origin,
source of income (e.g., SSI), ancestry, age, familial status (except for lawful senior housing in
accordance with state and federal law), or disability, in the leasing, subleasing, transferring, use,
occupancy, tenure, or enjoyment of any unit nor will Borrower or any person claiming under or
through Borrower, establish or permit any such practice or practices of discrimination or
segregation with reference to the selection, location, number, use, or occupancy, of tenants,
lessees, sublessees, subtenants, or vendees of any unit or in connection with the employment of
persons for the construction, operation and management of any unit.
(b) Borrower shall accept as Tenants, on the same basis as all other
prospective Tenants, persons who are recipients of federal certificates for rent subsidies pursuant
to the existing housing program under Section 8 of the United States Housing Act, or its
successor. Borrower may not apply selection criteria to Section 8 certificate or voucher holders
that is more burdensome than criteria applied to all other prospective Tenants, nor will Borrower
apply or permit the application of management policies or lease provisions with respect to the
Development which have the effect of precluding occupancy of units by such prospective
Tenants.
6.2 Application of Provisions. The provisions of this HOME/HOPWA Regulatory
Agreement apply to the Development for the entire HOME Term even if the Loan is paid in full
prior to the end of the HOME Term. This HOME/HOPWA Regulatory Agreement binds any
successor, heir or assign of Borrower, whether a change in interest occurs voluntarily or
involuntarily, by operation of law or otherwise, except as expressly released by the County. The
County is making the Loan on the condition, and in consideration of, this provision, and would
not do so otherwise.
6.3 Covenants to Run With the Land. The County and Borrower hereby declare their
express intent that the covenants and restrictions set forth in this HOME/HOPWA Regulatory
Agreement run with the land, and bind all successors in title to the Development, provided,
however, that on the expiration of the HOME Term said covenants and restrictions expire. Each
and every contract, deed or other instrument hereafter executed covering or conveying the
Development or any portion thereof, is to be held conclusively to have been executed, delivered
and accepted subject to the covenants and restrictions, regardless of whether such covenants or
restrictions are set forth in such contract, deed or other instrument, unless the County expressly
releases such conveyed portion of the Development from the requirements of this
HOME/HOPWA Regulatory Agreement.
6.4 Enforcement by the County. If Borrower fails to perform any obligation under
this HOME/HOPWA Regulatory Agreement, and fails to cure the default within thirty (30) days
after the County has notified Borrower in writing of the default or, if the default cannot be cured
within thirty (30) days, fails to commence to cure within thirty (30) days and thereafter diligently
pursue such cure and complete such cure within sixty (60) days, the County may enforce this
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HOME/HOPWA Regulatory Agreement by any or all of the following actions, or any other
remedy provided by law:
(a) Calling the Loan. The County may declare a default under the Loan
Documents, accelerate the indebtedness evidenced by the Note, and proceed with foreclosure
under the Deed of Trust.
(b) Action to Compel Performance or for Damages. The County may bring
an action at law or in equity to compel Borrower's performance of its obligations under this
HOME/HOPWA Regulatory Agreement, and may seek damages.
(c) Remedies Provided Under Loan Documents. The County may exercise
any other remedy provided under the Loan Documents.
The County shall provide notice of a default to Borrower's limited partner in the manner
set forth in Section 6.5 of the Loan Agreement.
6.5 Anti-Lobbying Certification.
(a) Borrower certifies, to the best of Borrower's knowledge or belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by
or on behalf of it, to any person for influencing or attempting to influence an officer or employee
of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a
Member of Congress in connection with the awarding of any Federal contract, the making of any
Federal grant, the making of any Federal loan, the entering into of any cooperative agreement,
and the extension, continuation, renewal, amendment, or modification of any Federal contract,
grant, loan, or cooperative agreement;
(2) If any funds other than Federal appropriated funds have been paid
or will be paid to any person for influencing or attempting to influence an officer or employee of
any agency, a Member of Congress, an officer or employee of Congress, or an employee of a
Member of Congress in connection with the awarding of any Federal contract, grant, loan, or
cooperative agreement, it will complete and submit Standard Form-LLL, Disclosure Form to
Report Lobbying, in accordance with its instructions.
(b) This certification is a material representation of fact upon which reliance
was placed when the Loan Documents were made or entered into. Submission of this
certification is a prerequisite for making or entering into the Loan Documents imposed by
Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be
subject to a civil penalty of not less than Ten Thousand Dollars ($10,000) and no more than One
Hundred Thousand Dollars ($100,000) for such failure.
6.6 Attorneys' Fees and Costs. In any action brought to enforce this HOME/HOPWA
Regulatory Agreement, the prevailing party must be entitled to all costs and expenses of suit,
including reasonable attorneys' fees. This section must be interpreted in accordance with
California Civil Code Section 1717 and judicial decisions interpreting that statute.
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6.7 Recording and Filing. The County and Borrower shall cause this
HOME/HOPWA Regulatory Agreement, and all amendments and supplements to it, to be
recorded in the Official Records of the County of Contra Costa.
6.8 Governing Law. This HOME/HOPWA Regulatory Agreement is governed by the
laws of the State of California.
6.9 Waiver of Requirements. Any of the requirements of this HOME/HOPWA
Regulatory Agreement may be expressly waived by the County in writing, but no waiver by the
County of any requirement of this HOME/HOPWA Regulatory Agreement extends to or affects
any other provision of this HOME/HOPWA Regulatory Agreement, and may not be deemed to
do so.
6.10 Amendments. This HOME/HOPWA Regulatory Agreement may be amended
only by a written instrument executed by all the parties hereto or their successors in title that is
duly recorded in the official records of the County of Contra Costa.
6.11 Notices. Any notice requirement set forth herein will be deemed to be satisfied
three (3) days after mailing of the notice first-class United States certified mail, postage prepaid,
addressed to the appropriate party as follows:
County: County of Contra Costa
Department of Conservation and Development
30 Muir Road
Martinez, CA 94553
Attn: Assistant Deputy Director
Borrower: SP Commons, L.P.
c/o RCD GP, LLC
2220 Oxford Street
Berkeley, CA 94720
Attention: Executive Director
Investor Limited
Partner: Bank of America, N.A.
Community Development Banking Group
MA1-225-02-02
225 Franklin Street
Boston, MA 02110
Attention: Asset Management
With a copy to:
Buchalter, a Professional Corporation
1000 Wilshire Boulevard, Suite 1500
Los Angeles, CA 90017
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Attention: Michael A. Williamson, Esq.
Re: B0965-0363 (St. Paul Commons)
Such addresses may be changed by notice to the other party given in the same manner as
provided above.
6.12 Severability. If any provision of this HOME/HOPWA Regulatory Agreement is
determined by a court of competent jurisdiction to be invalid, illegal or unenforceable, the
validity, legality and enforceability of the remaining portions of this HOME/HOPWA
Regulatory Agreement will not in any way be affected or impaired thereby.
6.13 Multiple Originals; Counterparts. This HOME/HOPWA Regulatory Agreement
may be executed in multiple originals, each of which is deemed to be an original, and may be
signed in counterparts.
6.14 Revival of Agreement after Foreclosure. In the event there is a foreclosure of the
Development, this HOME/HOPWA Regulatory Agreement will revive according to its original
terms if, during the HOME Term, the owner of record before the foreclosure, or deed in lieu of
foreclosure, or any entity that includes the former owner or those with whom the former owner
ha s or had family or business ties, obtains an ownership interest in the Development.
6.15 County Regulatory Agreement. The County and Borrower are entering into this
HOME/HOPWA Regulatory Agreement concurrently with the County Regulatory Agreement.
The County Regulatory Agreement as it applies to the HOME/HOPWA Assisted Units will be in
effect for fifty-five (55) years from the Completion Date which term overlaps with but is longer
than the HOME Term. Compliance with the terms of this HOME/HOPWA Regulatory
Agreement will be deemed compliance with the County Regulatory Agreement during the
HOME Term. In the event of a conflict between this HOME/HOPWA Regulatory Agreement
and the County Regulatory Agreement during the HOME Term, the terms of this
HOME/HOPWA Regulatory Agreement will prevail.
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Signature page
HOME/HOPWA Regulatory Agreement
863\106\2285007.4
WHEREAS, this HOME/HOPWA Regulatory Agreement has been entered into by the
undersigned as of the date first written above.
COUNTY:
COUNTY OF CONTRA COSTA, a political
subdivision of the State of California
By: _____________________________
John Kopchik
Director, Department of Conservation and
Development
Approved as to form:
SHARON L. ANDERSON
County Counsel
By:
Kathleen Andrus
Deputy County Counsel
BORROWER:
Riviera Family Apartments, L.P., a California
limited partnership
By: RCD GP LLC, a California limited
liability company, its general partner
By: Resources for Community
Development, a California nonprofit
public benefit corporation, its sole
member/manager
By:_______________________
Daniel Sawislak, Executive
Director
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863\106\2285007.4
STATE OF CALIFORNIA )
)
COUNTY OF __________________ )
On ____________________, before me, ___________________________, Notary Public,
personally appeared ______________________________________, who proved to me on the
basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify UNDER PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
______________________________________
Name: ______________________________
Notary Public
A notary public or other officer completing this certificate ve rifies only the
identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or validity of that document.
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863\106\2285007.4
STATE OF CALIFORNIA )
)
COUNTY OF __________________ )
On ____________________, before me, ___________________________, Notary Public,
personally appeared ______________________________________, who proved to me on the
basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify UNDER PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
______________________________________
Name: ______________________________
Notary Public
A notary public or other officer completing this certificate verifies only the
identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or validity of that document.
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A-1
863\106\2285007.4
EXHIBIT A
Legal Description
The land is situated in the State of California, County of Contra Costa, and is described as
follows:
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HOME AND HOPWA LOAN AGREEMENT
St. Paul's Commons
This HOME and HOPWA Loan Agreement (the "Agreement") is dated March 1, 2018,
and is between the County of Contra Costa, a political subdivision of the State of California (the
"County"), and SP Commons, L.P., a California limited partnership ("Borrower").
RECITALS
A. Defined terms used but not defined in these recitals are as defined in Article 1 of
this Agreement.
B. The County has received Home Investment Partnerships Act funds from the
United States Department of Housing and Urban Development ("HUD") pursuant to the
Cranston-Gonzales National Housing Act of 1990 ("HOME Funds"). The HOME Funds must be
used by the County in accordance with 24 C.F.R. Part 92 (the "HOME Regulations").
C. The County has received Housing Opportunities for Persons with AIDS Program
funds from HUD pursuant to the HOPWA Program ("HOPWA Funds"). The HOPWA Funds
are available to and administered by the County, as a subrecipient of the City of Oakland, which
is the representative for the Alameda-Contra Costa County Eligible Metropolitan Area. The
HOPWA Funds must be used by the County in accordance with 24 C.F.R. Section 574 et seq.
D. St. Paul’s Episcopal Church in Walnut Creek, California ("St. Paul's") is the
owner of that certain real property located at 1860 Trinity Avenue in the City of Walnut Creek,
County of Contra Costa, State of California, as more particularly described in Exhibit A (the
"Property"). Concurrently herewith Borrower is entering into the Ground Lease agreement with
St. Paul's, pursuant to which Borrower will acquire a leasehold interest in the Property from St.
Paul's for a period of seventy-seven years (the "Leasehold Interest"). Borrower intends to
demolish the existing improvements on the Property and construct forty-five (45) multifamily
housing units on the Property for rental to extremely low, very low and low income households,
including one (1) manager's unit, and attendant site improvements (the "Housing
Improvements"). The Property will also be improved with a social service facility that will be
leased back to St. Paul's and will house a homeless day shelter and service program (the "Service
Facility Improvements"). The Housing Improvements and the Service Facility Improvements
are collectively, the "Improvements." Borrower's Leasehold Interest and Borrower's fee interest
in the Improvements, are collectively, the "Development."
E. Borrower desires to borrow from the County Two Million Six Hundred Forty-
Two Thousand Dollars ($2,642,000) of HOME Funds (the "HOME Loan"), and Two Hundred
Thirty-Two Thousand Six Hundred Eighty-One Dollars ($232,681) of HOPWA Funds (the
"HOPWA Loan") for a total loan amount of Two Million Eight Hundred Seventy-Four Thousand
Six Hundred Eighty-One Dollars ($2,874,681) (the "Loan").
F. The Loan is evidenced by the Note, the Regulatory Agreements, and the
Intercreditor Agreement, and is secured by the Deed of Trust.
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G. The Loan is being made to finance predevelopment and construction costs of the
Housing Improvements. Construction of the Housing Improvements is intended to maintain the
supply of affordable rental housing in Contra Costa County. Due to the assistance provided
Borrower through the Loan, the County is designating eighteen (18) units as HOME-assisted
units (the "HOME-Assisted Units"), and two (2) units of the HOME-Assisted Units as HOPWA-
Assisted Units.
H. In accordance with the California Environmental Quality Act (Public Resources
Code Sections 21000 et seq.) ("CEQA") the City has found the Development categorically
exempt pursuant to California Public Resources Code Sections 15192 and 15194.
I. In accordance with the National Environmental Policy Act of 1969, as amended
(42 U.S.C. 4321-4347) ("NEPA"), the County has completed and approved all applicable
environmental review for the activities proposed to be undertaken under this Agreement.
The parties therefore agree as follows:
AGREEMENT
ARTICLE 1 DEFINITIONS AND EXHIBITS
Section 1.1 Definitions.
The following terms have the following meanings:
(a) "Accessibility Requirements" has the meaning set forth in Section 3.9
below.
(b) "Adjusted City Loan" means, to the extent less than the full amount of the
City Loan is funded, an amount equal the actual principal amount loaned to Borrower by the City
pursuant to the documents between Borrower and the City evidencing the City Loan. If the full
amount of the City Loan is funded, and no portion is repaid as a Special City Loan Payment, the
Adjusted City Loan is equal to the City Loan.
(c) "Adjusted HOME Loan" means, to the extent less than the full amount of
the HOME Loan is funded, an amount equal the actual principal amount loaned to Borrower by
the County pursuant to this Agreement. If the full amount of the HOME Loan is funded and no
portion is repaid as a Special County Loan Payment, the Adjusted HOME Loan is equal to the
HOME Loan.
(d) "Adjusted HOPWA Loan" means, to the extent less than the full amount
of the HOPWA Loan is funded, an amount equal the actual principal amount loaned to Borrower
by the County pursuant to this Agreement. If the full amount of the HOPWA Loan is funded, the
Adjusted HOPWA Loan is equal to the HOPWA Loan.
(e) "Agreement" means this HOME and HOPWA Loan Agreement.
(f) "AHP" has the meaning set forth in Section 1.1(j)(iii).
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(g) "AHP Loan" has the meaning set forth in Section 1.1(j)(iii).
(h) "Annual Operating Expenses" means for each calendar year, the following
costs reasonably and actually incurred for operation and maintenance of the Development:
(i) ground rent payments in the amount set forth in the Ground Lease;
(ii) property taxes and assessments imposed on the Development;
(iii) debt service currently due on a non-optional basis (excluding debt
service due from residual receipts or surplus cash of the Housing Improvements) on the
Permanent Loan;
(iv) on-site service provider fees for tenant social services, provided the
County has approved, in writing, the plan and budget for such services before such services
begin;
(v) property management fees and reimbursements, on–site property
management office expenses, and salaries of property management and maintenance personnel,
not to exceed amounts that are standard in the industry and which are pursuant to a management
contract approved by the County;
(vi) the Partnership/Asset Fee;
(vii) fees for accounting, audit, and legal services incurred by
Borrower's general partner in the asset management of the Development, not to exceed amounts
that are standard in the industry, to the extent such fees are not included in the Partnership/Asset
Fee;
(viii) premiums for insurance required for the Improvements to satisfy
the requirements of any lender of Approved Financing;
(ix) utility services not paid for directly by tenants, including water,
sewer, and trash collection;
(x) maintenance and repair expenses and services;
(xi) any annual license or certificate of occupancy fees required for
operation of the Development;
(xii) security services;
(xiii) advertising and marketing;
(xiv) cash deposited into the Replacement Reserve Account in the
amount set forth in Section 4.2(a);
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(xv) cash deposited into the Operating Reserve Account to maintain the
amount set forth in Section 4.2(b) (excluding amounts deposited to initially capitalize the
account);
(xvi) payment of any previously unpaid portion of Developer Fee
(without interest), not to exceed the amount set forth in Section 3.17;
(xvii) extraordinary operating costs specifically approved in writing by
the County;
(xviii) payments of deductibles in connection with casualty insurance
claims not normally paid from reserves, the amount of uninsured losses actually replaced,
repaired or restored, and not normally paid from reserves, and other ordinary and reasonable
operating expenses approved in writing by the County and not listed above.
Annual Operating Expenses do not include the following: depreciation,
amortization, depletion or other non-cash expenses, initial deposits to capitalize a reserve
account, any amount expended from a reserve account, and any capital cost associated with the
Development.
(i) "Annual Payment" has the meaning in Section 2.8(a).
(j) "Approved Development Budget" means the proforma development
budget, including sources and uses of funds, as approved by the County, and attached hereto and
incorporated herein as Exhibit B.
(k) "Approved Financing" means all of the following loans, grants and equity
obtained by Borrower and approved by the County for the purpose of financing the acquisition of
the Leasehold Interest and construction of the Improvements :
(i) the City Loan;
(ii) a construction loan from Bank of America, N.A., a national
banking association (the "Bank") in the approximate amount of
_____________________Dollars ($________________) (the "Bank Loan"), which will convert
to a permanent loan in the approximate amount of ___________________ Dollars
($__________) (the "Permanent Loan");
(iii) loan of affordable housing program funds from
_________________, administered by the Federal Home Loan Bank of San Francisco in the
approximate amount of Four Hundred Forty Thousand Dollars ($440,000) (the "AHP Loan");
(iv) the Low Income Housing Tax Credit investor equity funds in the
approximate amount of __________________ Dollars ($_________________) (the "Tax Credit
Investor Equity") provided by the Investor Limited Partner; and
(v) the capital contribution from Borrower's general partner in the
approximate amount of _________________ Dollars ($______________) (the "GP Capital
Contribution").
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(l) "Available Net Proceeds" means the result obtained by multiplying the
Net Proceeds of Permanent Financing by 0.75.
(m) "Bank" has the meaning set forth in Section 1.1(j)(ii).
(n) "Bank Loan" has the meaning set forth in Section 1.1(j)(ii).
(o) "Bid Package" means the package of documents Borrower's general
contractor is required to distribute to potential bidders as part of the process of selecting
subcontractors for the Development. The Bid Package is to include the following: (i) an
invitation to bid; (ii) copy of the proposed construction contract; (iii) a form of bid guarantee that
is reasonably acceptable to the County that guarantees, at a minimum, an amount equal to five
percent (5%) of the bid price; and (iv) all Construction Plans.
(p) "Borrower" has the meaning set forth in the first paragraph of this
Agreement.
(q) "CEQA" has the meaning set forth in Paragraph H of the Recitals.
(r) "City" means the City of Walnut Creek, California, a municipal
corporation.
(s) "City Loan" means the Five Million Five Hundred Thousand Dollar
($5,500,000) loan from the City to the Borrower.
(t) "Commencement of Construction" has the meaning set forth in
Section 3.5.
(u) "Completion Date" means the date a final certificate of occupancy, or
equivalent document is issued by the City to certify that the Housing Improvements may be
legally occupied.
(v) "Construction Plans" means all construction documentation upon which
Borrower and Borrower's general contractor rely in constructing all the Improvements (including
the residential units, and landscaping, parking, and common areas serving the residential units)
and includes, but is not limited to, final architectural drawings, landscaping plans and
specifications, final elevations, building plans and specifications (also known as "working
drawings").
(w) "County" has the meaning set forth in the first paragraph of this
Agreement.
(x) "County-Assisted Units" means the HOME-Assisted Units and the
HOPWA Assisted Units.
(y) "County Loan Prorata Percentage" means the result, expressed as a
percentage, obtained by dividing (1) the sum of the Adjusted HOME Loan and the Adjusted
HOPWA Loan, by (2) the sum of the Adjusted HOME Loan, the Adjusted HOPWA Loan, and
the Adjusted City Loan.
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(z) "County Regulatory Agreement" means the Regulatory Agreement and
Declaration of Restrictive Covenants of even date herewith, between the County and Borrower
evidencing County requirements applicable to the Loan, to be recorded against the Development.
(aa) "Deed of Trust" means the Deed of Trust with Assignment of Rents,
Security Agreement, and Fixture Filing of even date herewith among Borrower, as Trustor,
North American Title Company, as trustee, and the County, as beneficiary, that will encumber
the Development to secure repayment of the Loan and performance of the covenants of the Loan
Documents.
(bb) "Default Rate" means the lesser of the maximum rate permitted by law
and ten percent (10%) per annum.
(cc) "Developer Fee" has the meaning set forth in Section 3.17.
(dd) "Development" has the meaning set forth in Paragraph D of the Recitals.
(ee) "Event of Default" has the meaning set forth in Section 6.1.
(ff) "Fifteen Year Compliance Period" means the fifteen (15) year compliance
period as described in Section 42(i)(1) of the Internal Revenue Code of 1986, as amended.
(gg) "Final Cost Certification" has the meaning set forth in Section 4.3.
(hh) "Final Development Cost" means the total of the cost of acquisition of the
Leasehold Interest and construction of the Improvements as shown on the Final Cost
Certification.
(ii) "GP Capital Contribution" has the meaning set forth in Section 1.1(j)(vii).
(jj) "Gross Revenue" means for each calendar year, all revenue, income,
receipts, and other consideration actually received from the operation and leasing of the
Development. Gross Revenue includes, but is not limited to:
(i) all rents, fees and charges paid by tenants;
(ii) Section 8 payments or other rental subsidy payments received for
the dwelling units;
(iii) deposits forfeited by tenants;
(iv) all cancellation fees;
(v) price index adjustments and any other rental adjustments to leases
or rental agreements;
(vi) net proceeds from vending and laundry room machines;
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(vii) the proceeds of business interruption or similar insurance not paid
to senior lenders;
(viii) the proceeds of casualty insurance not used to rebuild the
Development and not paid to senior lenders; and
(ix) condemnation awards for a taking of part or all of the
Development for a temporary period.
Gross Revenue does not include tenants' security deposits, loan proceeds,
unexpended amounts (including interest) in any reserve account, required deposits to reserve
accounts, capital contributions or similar advances.
(kk) "Ground Lease" means the Ground Lease Agreement between Borrower
and St. Paul's dated ___________, 2018, pursuant to which Borrower is leasing the Property
from St. Paul's for a period of seventy-seven (77) years.
(ll) "Hazardous Materials" means: (i) any substance, material, or waste that is
petroleum, petroleum-related, or a petroleum by-product, asbestos or asbestos-containing
material, polychlorinated biphenyls, flammable, explosive, radioactive, freon gas, radon, or a
pesticide, herbicide, or any other agricultural chemical, and (ii) any waste, substance or material
defined as or included in the definition of "hazardous substances," "hazardous wastes,"
"hazardous materials," "toxic materials", "toxic waste", "toxic substances," or words of similar
import under any Hazardous Materials Law.
(mm) "Hazardous Materials Claims" means with respect to the Development (i)
any and all enforcement, cleanup, removal or other governmental or regulatory actions instituted,
completed or threatened against Borrower or the Development pursuant to any Hazardous
Materials Law; and (ii) all claims made or threatened by any third party against Borrower or the
Development relating to damage, contribution, cost recovery compensation, loss or injury
resulting from any Hazardous Materials.
(nn) "Hazardous Materials Law" means any federal, state or local laws,
ordinances, or regulations relating to any Hazardous Materials, health, industrial hygiene,
environmental conditions, or the regulation or protection of the environment, and all
amendments thereto as of this date and to be added in the future and any successor statute or rule
or regulation promulgated thereto.
(oo) "HOME" means the HOME Investment Partnership Act Program pursuant
to the Cranston-Gonzales National Affordable Housing Act of 1990 (42 U.S.C. 12705 et seq.), as
amended.
(pp) "HOME-Assisted Units" has the meaning set forth in Paragraph G of the
Recitals.
(qq) "HOME Eligible Household" means a household qualified to occupy a
HOME-Assisted Unit pursuant to Section 2.1 of the HOME/HOPWA Regulatory Agreement.
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(rr) "HOME Funds" has the meaning set forth in Paragraph B of the Recitals.
(ss) "HOME Loan" has the meaning set forth in Paragraph E of the Recitals.
(tt) "HOME Regulations" has the meaning set forth in Paragraph B of the
Recitals.
(uu) "HOME/HOPWA Regulatory Agreement" means the Regulatory
Agreement and Declaration of Restrictive Covenants of even date herewith, between the County
and Borrower evidencing HUD requirements applicable to the Loan, to be recorded against the
Development.
(vv) "HOPWA" means the Housing Opportunities for Persons with AIDS
Program pursuant to the AIDS Housing Opportunity Act (42 USC 12901 et seq.), as amended by
the Housing and Community Development Act of 1992 (42 USC 5301 et seq.).
(ww) "HOPWA Eligible Household" means a household that includes at least
one Person with HIV/AIDS.
(xx) "HOPWA Funds" has the meaning set forth in Paragraph C of the
Recitals.
(yy) "HOPWA Loan" has the meaning set forth in Paragraph E of the Recitals.
(zz) "HOPWA-Assisted Unit(s)" means a unit in the Development restricted to
occupancy by a HOPWA-Eligible Household, which restrictions are more fully set forth in in the
HOME/HOPWA Regulatory Agreement.
(aaa) "Housing Authority" means the Housing Authority of Contra Costa
County.
(bbb) "Housing Improvements" has the meaning set forth in Paragraph D of the
Re citals.
(ccc) "HUD" has the meaning set forth in Paragraph B of the Recitals.
(ddd) "Improvements" has the meaning set forth in Paragraph D of the Recitals.
(eee) "Intercreditor Agreement" means that certain intercreditor agreement of
even date herewith entered into by and among the City, the County, and Borrower related to the
Loan and the City Loan, to be recorded against the Development.
(fff) "Investor Limited Partner" means collectively, Bank of America, N.A., a
national banking association, and Banc of America CDC Special Holding Company, Inc., a
North Carolina corporation, and their successors and assigns.
(ggg) "Leasehold Interest" has the meaning set forth in Paragraph D of the
Recitals.
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(hhh) "Lenders' Share of Residual Receipts" means seventy-five percent (75%)
of Residual Receipts.
(iii) "Loan Documents" means this Agreement, the Note, the Regulatory
Agreements, the Intercreditor Agreement, and the Deed of Trust.
(jjj) "Loan" has the meaning set forth in Paragraph E of the Recitals.
(kkk) "NEPA" has the meaning set forth in Paragraph I of the Recitals.
(lll) "Net Proceeds of Permanent Financing" means the amount by which
Permanent Financing exceeds the Final Development Costs.
(mmm)"Note" means the promissory note of even date herewith that evidences
Borrower's obligation to repay the Loan.
(nnn) "Operating Reserve Account" has the meaning set forth in Section 4.2(b).
(ooo) "Partnership Agreement" means the Amended and Restated Agreement of
Limited Partnership, dated on or about the date of recordation of the Deed of Trust, as may be
amended from time to time, that governs the operation and organization of Borrower as a
California limited partnership.
(ppp) "Partnership/Asset Fee" means: (i) partnership management fees
(including any asset management fees) payable pursuant to the Partnership Agreement to any
partner or affiliate of Borrower or any affiliate of a partner of Borrower, if any, during the
Fifteen Year Compliance Period; and (ii) after the expiration of the Fifteen Year Compliance
Period, asset management fees payable to Borrower, in the amounts approved by the County as
set forth in Section 3.19.
(qqq) "Permanent Conversion" means the date the Bank Loan converts to the
Permanent Loan.
(rrr) "Permanent Financing" means the sum of the following amounts: (i) the
Permanent Loan; (ii) the Adjusted HOME Loan; (iii) the Adjusted HOPWA Loan; (iv) the
Adjusted City Loan; (v) the Tax Credit Investor Equity; (vi) the GP Capital Contribution; and
(vii) the AHP Funds.
(sss) "Permanent Loan" has the meaning set forth in Section 1.1(j)(ii).
(ttt) "Persons with HIV/AIDS" has the meaning set forth in the
HO ME/HOPWA Regulatory Agreement.
(uuu) "Property" has the meaning set forth in Paragraph D of the Recitals.
(vvv) "RCD" means Resources for Community Development, a California
nonprofit public benefit corporation.
(www) "Regulatory Agreements" means the County Regulatory Agreement and
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the HOME/HOPWA Regulatory Agreement.
(xxx) "Rental Shortfall Due Date" has the meaning set forth in Section 2.8(c).
(yyy) "Rental Shortfall Payment" has the meaning set forth in Section 2.8(c).
(zzz) "Replacement Reserve Account" has the meaning set forth in Section
4.2(a).
(aaaa) "Residual Receipts" means for each calendar year, the amount by which
Gross Revenue exceeds Annual Operating Expenses.
(bbbb) "Retention Amount" means Fifty Thousand Dollars ($50,000) of the
HOME Loan, the disbursement of which is described in Section 2.7.
(cccc) "Service Facility Improvements" has the meaning set forth in Paragraph D
of the Recitals.
(dddd) "Senior Loan" has the meaning set forth in Section 2.5.
(eeee) "Special City Loan Payment" has the meaning set forth in the Intercreditor
Agreement.
(ffff) "Special County Loan Payment" has the meaning in Section 2.8(b).
(gggg) "Special County Loan Prorata Percentage" means the result, expressed as
a percentage, obtained by dividing the County Loan by the sum of the County Loan and the City
Loan.
(hhhh) "St. Paul's" has the meaning set forth in Paragraph D of the Recitals.
(iiii) "Statement of Residual Receipts" means an itemized statement of Residual
Receipts.
(jjjj) "Tax Credit Investor Equity" has the meaning set forth in
Section 1.1(j)(vi).
(kkkk) "TCAC" means the California Tax Credit Allocation Committee.
(llll) "Tenant" means the tenant household that occupies a unit in the
Development.
(mmmm) "Term" means the period of time that commences on the date of
this Agreement, and expires, unless sooner terminated in accordance with this Agreement, on the
fifty-fifth (55th) anniversary of the Completion Date; provided, however, if a record of the
Completion Date cannot be located or established, the Term will expire on the fifty-seventh
(57th) anniversary of this Agreement.
(nnnn) "Transfer" has the meaning set forth in Section 4.13 below.
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Section 1.2 Exhibits
The following exhibits are attached to this Agreement and incorporated into this
Agreement by this reference:
Exhibit A: Legal Description of the Property
Exhibit B: Approved Development Budget
Exhibit C: NEPA Mitigation Requirements
ARTICLE 2 LOAN PROVISIONS
Section 2.1 Loan.
Upon satisfaction of the conditions set forth in Section 2.6 and Section 2.7 of this
Agreement, the County shall lend to Borrower the Loan for the purposes set forth in Section 2.3
of this Agreement. Borrower's obligation to repay the Loan is evidenced by the Note.
Section 2.2 Interest.
(a) HOME Loan. Subject to the provisions of subsection (c) below, simple
interest will accrue on the outstanding principal balance of the HOME Loan at a per annum rate
of interest equal to three percent (3%), commencing on the date of disbursement.
(b) HOPWA Loan. Subject to the provisions of subsection (c) below, no
interest will accrue on the outstanding principal balance of the HOPWA Loan.
(c) Default Interest. Upon the occurrence of an Event of a Default, interest on
the outstanding principal balance of the Loan will begin to accrue, beginning on the date of such
occurrence and continuing until the date the Loan is repaid in full or the Event of Default is
cured, at the Default Rate.
Section 2.3 Use of Loan Funds.
(a) HOME Loan. Borrower shall use the HOME Loan for construction costs,
in amounts consistent with the Approved Development Budget. Use of the HOME Loan for
reimbursement of costs incurred prior to the date of this Agreement is subject to Section
92.206(d)(1) of the HOME Regulations.
(b) HOPWA Loan. Borrower shall use the HOPWA Loan for soft costs,
closing costs, and construction costs, in amounts consistent with the Approved Development
Budget.
(c) Borrower may not use the Loan proceeds for any other purposes without
the prior written consent of the County.
Section 2.4 Security.
In consideration of the Loan, Borrower shall (i) secure its obligation to repay the Loan, as
evidenced by the Note, by executing the Deed of Trust, and cause or permit it to be recorded as a
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lien against the Development, and (ii) execute the Regulatory Agreements, and the Intercreditor
Agreement, and cause or permit them to be recorded against the Development.
Section 2.5 Subordination.
(a) Any agreement by the County to subordinate the Deed of Trust and/or
Regulatory Agreements to an encumbrance securing and/or evidencing the Bank Loan,
Permanent Loan, or any loan obtained by Borrower to refinance the Bank Loan or Permanent
Loan (the "Senior Loan") will be subject to the satisfaction of each of the following conditions:
(i) All of the proceeds of the Senior Loan, less any transaction costs,
are used to provide acquisition, construction and/or permanent financing for the Development.
(ii) The lender of the Senior Loan is a state or federally chartered
financial institution, a nonprofit corporation or a public entity that is not affiliated with Borrower
or any of Borrower's affiliates, other than as a depositor or a lender.
(iii) Borrower demonstrates to the County's satisfaction that
subordination of the Deed of Trust and the Regulatory Agreements is necessary to secure
adequate acquisition, construction, and/or permanent financing to ensure the viability of the
Development, including the operation of the Development as affordable housing, as required by
the Loan Documents. To satisfy this requirement, Borrower must provide to the County, in
addition to any other information reasonably required by the County, evidence demonstrating
that the proposed amount of the Senior Loan is necessary to provide adequate acquisition,
construction, and/or permanent financing to ensure the viability of the Development, and
adequate financing for the Development would not be available without the proposed
subordination.
(iv) The subordination agreement(s) is structured to minimize the risk
that the Deed of Trust and the Regulatory Agreements will be extinguished as a result of a
foreclosure by the Bank or other holder of the Senior Loan. To satisfy this requirement, the
subordination agreement must provide the County with adequate rights to cure any defaults by
Borrower, including: (1) providing the County or its successor with copies of any notices of
default at the same time and in the same manner as provided to Borrower; and (2) providing the
County with a cure period of at least sixty (60) days to cure any default.
(v) The subordination(s) of the Loan is effective only during the
original term of the Senior Loan and any extension of its term that is approved in writing by the
County.
(vi) The subordination does not limit the effect of the Deed of Trust
and the Regulatory Agreements before a foreclosure, nor require the consent of the holder(s) of
the Senior Loan prior to the County exercising any remedies available to the County under the
Loan Documents.
(b) Upon a determination by the County's Director – Department of
Conservation and Development that the conditions in Subsection (a) have been satisfied, the
Director – Department of Conservation and Development or his/her designee will be authorized
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to execute the approved subordination agreement without the necessity of any further action or
approval.
(c) The County agrees to subordinate the Deed of Trust and the Regulatory
Agreements to that certain Rental Assistance Demonstration (RAD) Use Agreement to be
entered into between HUD and Borrower, pursuant to a form of subordination agreement
provided by HUD and approved by the County.
Section 2.6 Conditions Precedent to Disbursement of Loan Funds for Construction.
Until the conditions set forth in Section 2.7 have been met, the disbursements made
pursuant to this Agreement may not exceed Two Million Eight Hundred Twenty-Four Thousand
Six Hundred Eighty-One Dollars ($2,824,681). The County is not obligated to disburse any
portion of the Loan, or to take any other action under the Loan Documents unless all of the
following conditions have been and continue to be satisfied:
(a) There exists no Event of Default nor any act, failure, omission or
condition that would constitute an Event of Default under this Agreement;
(b) The County has approved the Ground Lease;
(c) There exists no default nor any act, failure, omission or condition that
would constitute default under the Ground Lease;
(d) Borrower holds title to the Leasehold Interest or is acquiring title to the
Leasehold Interest simultaneously with the disbursement of the Loan proceeds;
(e) Borrower has delivered to the County a copy of a corporate resolution
authorizing Borrower to obtain the Loan and all other Approved Financing, and execute the Loan
Documents;
(f) There exists no material adverse change in the financial condition of
Borrower from that shown by the financial statements and other data and information furnished
by Borrower to the County prior to the date of this Agreement;
(g) Borrower has furnished the County with evidence of the insurance
coverage meeting the requirements of Section 4.14 below;
(h) Borrower has executed and delivered to the County the Loan Documents
and has caused all other documents, instruments, and policies required under the Loan
Documents to be delivered to the County;
(i) The Deed of Trust, the Regulatory Agreements, and the Intercreditor
Agreement, have been recorded against the Leasehold Interest in the Office of the Recorder of
the County of Contra Costa;
(j) A title insurer reasonably acceptable to the County is unconditionally and
irrevocably committed to issuing an LP-10 2006 ALTA Lender's Policy of title insurance
insuring the priority of the Deed of Trust in the amount of the Loan, subject only to such
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exceptions and exclusions as may be reasonably acceptable to the County, and containing such
endorsements as the County may reasonably require. The Borrower shall provide whatever
documentation (including an indemnification agreement), deposits or surety is reasonably
required by the title company in order for the County's Deed of Trust to be senior in lien priority
to any mechanics liens in connection with any start of construction that has occurred prior to the
recordation of the Deed of Trust against the Leasehold Interest in the Office of the Recorder of
the County of Contra Costa;
(k) All environmental review necessary for the construction of the
Improvements has been completed, and Borrower has provided the County evidence of planned
compliance with all NEPA and CEQA requirements and mitigation measures applicable to
construction, and evidence of compliance with all NEPA and CEQA requirements and mitigation
measures applicable to preconstruction;
(l) The County has determined the undisbursed proceeds of the Loan,
together with other funds or firm commitments for funds that Borrower has obtained in
connection with the construction of the Improvements, are not less than the amount the County
determines is necessary to pay for the construction of the Improvements and to satisfy all of the
covenants contained in this Agreement and the Regulatory Agreements;
(m) Borrower has obtained all permits and approvals necessary for the
construction of the Improvements;
(n) The County has received and approved the Bid Package for the
subcontractors for the construction of the Improvements pursuant to Section 3.2 below;
(o) The County has received and approved the general contractor's
construction contract that the Borrower has entered or proposed to enter for the construction of
the Improvements pursuant to Section 3.3 below;
(p) The County has received and approved labor and material (payment)
bonds and performance bonds as required pursuant to Section 3.4 below;
(q) Borrower has closed the loans and obtained the equity financings that
comprise the Approved Financing described in Section 1.1(j)(i)-(v), and has already received, or
is eligible to receive, the funds;
(r) The County has received a fully executed copy of the Partnership
Agreement, in which the Investor Limited Partner is obligated to provide Borrower the Tax
Credit Investor Equity;
(s) The County has received reasonable evidence that the local match
requirements set forth in 24 C.F.R. Section 92.218 et seq., have been satisfied pursuant to
Section 4.1 of this Agreement;
(t) Borrower has provided the County a certification from the Development
architect or qualified accessibility specialist that the construction plans are in conformance with
the Accessibility Requirements;
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(u) The County has received a fully executed copy of the RAD Delayed
Conversion Agreement between Borrower and the Housing Authority governing the commitment
of project-based Section 8 rental assistance through the Rental Assistance Demonstration
Program for five (5) units in the Housing Improvements by the Housing Authority;
(v) The County has received a fully executed copy of the Agreement to Enter
Housing Assistance Payment Contract between Borrower and the Housing Authority governin g
the commitment of project-based Section 8 rental assistance for eighteen (18) units in the
Housing Improvements by the Housing Authority; and
(w) The County has received a written draw request from Borrower, including:
(i) certification that the condition set forth in Section 2.6(a) continues to be satisfied; (ii)
certification that the proposed uses of funds is consistent with the Approved Development
Budget; (iii) the amount of funds needed; and, (iv) where applicable, a copy of the bill or invoice
covering a cost incurred or to be incurred. When a disbursement is requested to pay any
contractor in connection with Improvements, the written request must be accompanied by: (1)
certification by the Borrower's architect reasonably acceptable to the County that the work for
which disbursement is requested has been completed (although the County reserves the right to
inspect the Development and make an independent evaluation); and (2) lien releases and/or
mechanics lien title insurance endorsements reasonably acceptable to the County.
Section 2.7 Conditions Precedent to Disbursement of Retention.
The County is not obligated to disburse the Retention Amount unless the following
conditions precedent are satisfied:
(a) The County has received a completion report from Borrower setting forth:
(i) the income, household size, race, and ethnicity of Tenants of the County-Assisted Units; (ii)
and the unit address, unit size, rent amount and utility allowance for all County-Assisted Units;
(b) The County has received a Final Cost Certification for the Improvements
from Borrower showing all uses and sources;
(c) The County has received from Borrower copies of the certificate of
occupancy or equivalent final permit sign-offs for the Housing Improvements;
(d) The County has received from Borrower current evidence of the insurance
coverage meeting the requirements of Section 4.14 below;
(e) The County has received from Borrower a form of Tenant lease;
(f) The County has received from Borrower a Marketing Plan, Tenant
Selection Plan, and Social Services Plan as defined in the HOME/HOPWA Regulatory
Agreement;
(g) The County has received from Borrower evidence of marketing for any
vacant County-Assisted Unit in the Development such as copies of flyers, list of media ads, list
of agencies and organizations receiving information on availability of such units, as applicable;
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(h) The County has received from Borrower all relevant contract activity
information, including compliance with Section 3 requirements as set forth in Section 4.7(b)(xii)
of the HOME/HOPWA Regulatory Agreement, and MBE/WBE requirements;
(i) If Borrower was required to comply with relocation requirements as set
forth in Section 4.7(b)(vi) of the HOME/HOPWA Regulatory Agreement, the County has
received from Borrower evidence of compliance with all applicable relocation requirements;
(j) The County has received from Borrower a copy of the management
agreement and contact information for the property manager of the Development and the name
and phone number of the on-site property manager;
(k) If Borrower is required to pay prevailing wages under the Davis-Bacon
Act (40 U.S.C. 3141-3148), the County has received confirmation that Borrower has submitted
all certified payrolls to the County, and any identified payment issues have been resolved, or
Borrower is working diligently to resolve any such issues;
(l) The County has received from Borrower evidence of compliance with all
NEPA mitigation requirements as set forth in Exhibit C ;
(m) The County has received from Borrower a fully executed copy of the
Rental Assistance Demonstration Housing Assistance Payment Contract between Borrower and
the Housing Authority governing the provision of project-based Section 8 rental assistance
through the Rental Assistance Demonstration Program for five (5) units in the Housing
Improvements by the Housing Authority;
(n) The County has received from Borrower a fully executed copy of the
Housing Assistance Payment Contract between Borrower and the Housing Authority governing
the provision of project-based Section 8 rental assistance for eighteen (18) units in the Housing
Improvements by the Housing Authority; and
(o) The County has received a written draw request from Borrower, including
certification that the condition set forth in Section 2.6(a) continues to be satisfied, and setting
forth the proposed uses of funds consistent with the Approved Development Budget, and, where
applicable, a copy of the bill or invoice covering a cost incurred or to be incurred. Borrower
shall apply the disbursement for the purpose(s) requested.
Section 2.8 Repayment Schedule.
(a) Annual Payments of Loan. Commencing on June 1, 2020 and on June 1
of each year thereafter during the Term, Borrower shall make a Loan payment in an amount
equal to the County Loan Prorata Percentage of the Lenders' Share of Residual Receipts (each
such payment, an "Annual Payment"). The County shall apply all Annual Payments first, to
accrued interest; and second, to principal.
(b) Special Repayments of HOME Loan from Net Proceeds of Permanent
Financing. No later than ten (10) days after the date Borrower receives its final capital
contribution from the Investor Limited Partner, Borrower shall pay to the County as a special
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repayment of the HOME Loan, an amount equal to the result obtained by multiplying the Special
County Loan Prorata Percentage by the Available Net Proceeds (the "Special County Loan
Payment"). No later than one hundred eighty (180) days following completion of construction of
the Improvements, Borrower shall submit to the County for its review a preliminary calculation
of the Net Proceeds of Permanent Financing and a draft of the Final Cost Certification as defined
Section 4.3 below. The County shall approve or disapprove Borrower's determination of the
amount of the Net Proceeds of Permanent Financing in writing within thirty (30) days after
receipt. If Borrower's determination is disapproved by the County, Borrower shall re-submit
documentation to the County until the County approval is obtained.
(c) Special Repayment of HOME Loan for Failure to Lease. If on or before
the Rental Shortfall Due Date, Borrower fails to cause each of the HOME-Assisted Units to be
rented to and occupied by a HOME Eligible Household in accordance with Section 2.1(b) of the
HOME/HOPWA Regulatory Agreement, Borrower shall pay the County the Rental Shortfall
Payment, plus accrued interest, on the Rental Shortfall Due Date.
(i) The "Rental Shortfall Due Date" is the date that occurs eighteen
(18) months after the Completion Date.
(ii) The "Rental Shortfall Payment" is an amount equal to the result
obtained by multiplying (1) the number of HOME-Assisted Units that have not been rented to
and occupied by a HOME Eligible Household on or before the Rental Shortfall Due Date, by (2)
a fraction, the numerator of which is the then-outstanding principal balance on the HOME Loan
and the denominator of which is the number of HOME-Assisted Units.
(iii) Interest on the Rental Shortfall Payment will accrue in accordance
with Section 2.2(a) through the Rental Shortfall Due Date. If the Rental Shortfall Payment is not
paid on or before the Rental Shortfall Due Date, interest on the Rental Shortfall Payment will
accrue at the Default Rate beginning on the day after the Rental Shortfall Due Date and
continuing until the Rental Shortfall Payment is paid in full with interest.
(d) Payment in Full of Loan. Borrower shall pay all outstanding principal and
accrued interest on the Loan, in full, on the earliest to occur of: (i) any Transfer other than as
permitted pursuant to Section 4.13; (ii) an Event of Default; and (iii) the expiration of the Term.
(e) Prepayment. Borrower may prepay the Loan at any time without premium
or penalty. However, the Regulatory Agreements and the Deed of Trust will remain in effect for
the entire Term, regardless of any prepayment or Transfer.
Section 2.9 Reports and Accounting of Residual Receipts.
(a) Bo rrower shall keep and maintain at the principal place of business of
Borrower set forth in Section 7.9 below, or elsewhere with the County's written consent, full,
complete and appropriate books, records and accounts necessary or prudent to evidence and
substantiate in full detail Borrower's calculation of Residual Receipts and disbursements of
Residual Receipts.
(b) In connection with the Annual Payment, Borrower shall furnish to the
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County:
(i) The Statement of Residual Receipts for the relevant period. The
first Statement of Residual Receipts will cover the period that begins on January 1, 2019 and
ends on December 31st of that same year. Subsequent statements of Residual Receipts will
cover the twelve-month period that ends on December 31 of each year;
(ii) A statement from the independent public accountant that audited
the Borrower's financial records for the relevant period, which statement must confirm that
Borrower's calculation of the Lenders' Share of Residual Receipts is accurate based on Gross
Revenue and Annual Operating Expenses; and
(iii) Any additional documentation reasonably required by the County
to substantiate Borrower's calculation of Lenders' Share of Residual Receipts.
(c) The receipt by the County of any statement pursuant to subsection (b)
above or any payment by Borrower or acceptance by the County of any Loan repayment for any
period does not bind the County as to the correctness of such statement or payment. The County
may audit the Residual Receipts and all books, records, and accounts pertaining thereto pursuant
to Section 4.6 below.
Section 2.10 Non-Recourse.
Except as provided below, neither Borrower, nor any partner of Borrower, has any direct
or indirect personal liability for payment of the principal of, and interest on, the Loan. Following
recordation of the Deed of Trust, the sole recourse of the County with respect to the principal of,
or interest on, the Note will be to the property described in the Deed of Trust; provided, however,
that nothing contained in the foregoing limitation of liability limits or impairs the enforcement of
all the rights and remedies of the County against all such security for the Note, or impairs the
right of County to assert the unpaid principal amount of the Note as demand for money within
the meaning and intendment of Section 431.70 of the California Code of Civil Procedure or any
successor provision thereto. The foregoing limitation of liability is intended to apply only to the
obligation to repay the principal and interest on the Note. Except as hereafter set forth; nothing
contained herein is intended to relieve Borrower of its obligation to indemnify the County under
the Loan Documents including but not limited to Sections 3.8, 3.9, 3.10, 4.7, and 7.4 of this
Agreement and Sections 2.1(d) and 4.7(b)(vi) of the HOME/HOPWA Regulatory Agreement, or
liability for: (i) loss or damage of any kind resulting from waste, fraud or willful
misrepresentation; (ii) the failure to pay taxes, assessments or other charges which may create
liens on the Development that are payable or applicable prior to any foreclosure under the Deed
of Trust (to the full extent of such taxes, assessments or other charges); (iii) the fair market value
of any personal property or fixtures removed or disposed of by Borrower other than in
accordance with the Deed of Trust; and (iv) the misappropriation of any proceeds under any
insurance policies or awards resulting from condemnation or the exercise of the power of
eminent domain or by reason of damage, loss or destruction to any portion of the Development.
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ARTICLE 3 CONSTRUCTION OF THE IMPROVEMENTS
Section 3.1 Permits and Approvals.
Borrower shall obtain all permits and approvals necessary for the construction of the
Improvements no later than March 31, 2018, or such later date that the County approves in
writing.
Section 3.2 Bid Package.
Not later than thirty (30) days prior to Borrower's proposed date for advertising the Bid
Package, Borrower shall submit to the County a copy of Borrower's general contractor's
proposed Bid Package. The County's Assistant Deputy Director, Department of Conservation
and Development, or his or her designee, shall approve or disapprove the Bid Package within
fifteen (15) days after receipt of the Bid Package by the County. If the County rejects the
proposed Bid Package the reasons therefore must be given to Borrower. Borrower will then have
fifteen (15) days to revise the proposed Bid Package and resubmit it to the County. The County
will then have fifteen (15) days to review and approve Borrower's new or corrected Bid Package.
The provisions of this Section will continue to apply until a proposed Bid Package has been
approved by the County. Borrower may not publish a proposed Bid Package until it has been
approved by the County.
Section 3.3 Construction Contract.
(a) Not later than fifteen (15) days prior to the proposed Commencement of
Construction, Borrower shall submit to the County for its approval a draft of the proposed
construction contract for the Improvements. All construction work and professional services are
to be performed by persons or entities licensed or otherwise authorized to perform the applicable
construction work or service in the State of California. Each contract that Borrower enters for
construction of the Improvements is to provide that at least ten percent (10%) of the costs
incurred will be payable only upon completion of the construction, subject to early release of
retention for specified subcontractors upon approval by the County. The construction contract
will include all applicable HOME and HOPWA requirements set forth in Section 4.7 of the
HOME/HOPWA Regulatory Agreement. The County's approval of the construction contract
may not be deemed to constitute approval of or concurrence with any term or condition of the
construction contract except as such term or condition may be required by this Agreement.
(b) Upon receipt by the County of the proposed construction contract, the
County shall promptly review same and approve or disapprove it within ten (10) days. If the
construction contract is not approved by the County, the County shall set forth in writing and
notify Borrower of the County's reasons for withholding such approval. Borrower shall
thereafter submit a revised construction contract for County approval, which approval is to be
granted or denied in ten (10) days in accordance with the procedures set forth above. Any
construction contract executed by Borrower for the Improvements is to be in the form approved
by the County.
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Section 3.4 Construction Bonds.
Not later than thirty (30) days prior to the proposed Commencement of Construction
Borrower shall deliver to the County copies of labor and material bonds and performance bonds
for the construction of the Improvements in an amount equal to one hundred percent (100%) of
the scheduled cost of the construction of the Improvements. Such bonds must name the County
as a co-obligee.
Section 3.5 Commencement of Construction.
Borrower shall cause the Commencement of Construction of the Improvements to occur
no later than April 15, 2018, or such later date that the County approves in writing, but in no
event later than 1 year from date of this Agreement. For the purposes of this Agreement,
"Commencement of Construction" means the date set for the start of construction of the
Improvements in the notice to proceed issued by Borrower to Borrower's general contractor.
Section 3.6 Completion of Construction.
(a) Borrower shall diligently prosecute construction of the Improvements to
completion, and shall cause the construction of the Improvements to be completed no later than
July 1, 2019, or such later date that the County approves in writing.
(b) Borrower shall give notice to the County upon completion of construction
of the Improvements. Upon receipt of such notice the County will perform an inspection of the
Improvements to determine if the Improvements were constructed in accordance with the HOME
Regulations, including the property standards set forth in 24 C.F.R. 92.251. If the County
determines the Improvements were not constructed in accordance with the HOME Regulations,
the County will provide Borrower with a written report of the deficiencies. Borrower shall
correct such deficiencies within the timeframe set forth in the notice provided to Borrower by the
County. The Development may not be occupied until such deficiencies have been corrected to
the satisfaction of the County.
Section 3.7 Changes; Construction Pursuant to Plans and Laws.
(a) Changes. Borrower shall construct the Improvements in conformance
with (i) the plans and specifications approved by the City's Building Inspection Department, and
(ii) the Approved Development Budget. Borrower shall notify the County in a timely manner of
any changes in the work required to be performed under this Agreement, including any additions,
changes, or deletions to the plans and specifications approved by the City. Written authorization
from the County must be obtained before any of the following changes, additions, or deletions in
work for the Improvements may be performed: (i) any change in the work the cost of which
exceeds Fifty Thousand Dollars ($50,000); or (ii) any set of changes in the work the cost of
which cumulatively exceeds One Hundred Thousand Dollars ($100,000) or ten percent (10%) of
the Loan amount, whichever is less; or (iii) any material change in building materials or
equipment, specifications, or the structural or architectural design or appearance of the
Improvements as provided for in the plans and specifications approved by the County. The
County's consent to any additions, changes, or deletions to the work does not relieve or release
Borrower from any other obligations under this Agreement, or relieve or release Borrower or its
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surety from any surety bond.
(b) Compliance with Laws. Borrower shall cause all work performed in
connection with the Development to be performed in compliance with:
(i) all applicable laws, codes (including building codes and codes
applicable to mitigation of disasters such as earthquakes), ordinances, rules and regulations of
federal, state, county or municipal governments or agencies now in force or that may be enacted
hereafter;
(ii) the HOME Regulations including the property standards set out in
24 C.F.R. 92.251 as implemented by Section 5.6 of the HOME/HOPWA Regulatory Agreement,
and 24 C.F.R. Section 574.310;
(iii) the requirement of the Lead-Based Paint Poisoning Prevention Act,
as amended (42 U.S.C. 4821 et seq.), the Residential Lead-Based Paint Hazard Reduction Act
(42 U.S.C. 4851 et seq.), and implementing regulations at 24 C.F.R. Part 35 ; and
(iv) all directions, rules and regulations of any fire marshal, health
officer, building inspector, or other officer of every governmental agency now having or
hereafter acquiring jurisdiction. Borrower may permit the work to proceed only after
procurement of each permit, license, or other authorization that may be required by any
governmental agency having jurisdiction, and Borrower is responsible to the County for the
procurement and maintenance thereof.
Section 3.8 Prevailing Wages.
(a) Davis Bacon. Borrower shall cause construction of the Improvements to
be in compliance with the prevailing wage requirements of the federal Davis-Bacon Act (40
U.S.C. 3141-3148). Borrower shall indemnify, hold harmless and defend (with counsel
reasonably acceptable to the County) the County against any claim for damages, compensation,
fines, penalties or other amounts arising out of the failure or alleged failure of any person or
entity (including the Borrower, its contractor and subcontractors) to pay prevailing wages as
determined pursuant to the prevailing wage provisions of the federal Davis-Bacon Act and
implementing rules and regulations in connection with the construction of the Improvements or
any other work undertaken or in connection with the Development. The requirements in this
subsection survive the repayment of the Loan, and the reconveyance of the Deed of Trust.
(b) State Prevailing Wages.
(i) To the extent required by applicable law Borrower shall:
(1) pay, and shall cause any consultants or contractors to pay,
prevailing wages in the construction of the Improvements as those wages are determined
pursuant to California Labor Code Section 1720 et seq.;
(2) cause any consultants or contractors to employ apprentices
as required by California Labor Code Section 1777.5 et seq., and the implementing regulations
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of the Department of Industrial Relations (the "DIR"), and to comply with the other applicable
provisions of California Labor Code Sections 1720 et seq., 1777.5 et seq., and implementing
regulations of the DIR;
(3) keep and retain, and shall cause any consultants and
contractors to keep and retain, such records as are necessary to determine if such prevailing
wages have been paid as required pursuant to California Labor Code Section 1720 et seq., and
apprentices have been employed are required by California Labor Code Section 1777.5 et seq.;
(4) post at the Development, or shall cause the contractor to
post at the Development, the applicable prevailing rates of per diem wages. Copies of the
currently applicable current per diem prevailing wages are available from DIR;
(5) cause contractors and subcontractors constructing the
Improvements to be registered as set forth in California Labor Code Section 1725.5;
(6) cause its contractors and subcontractors, in all calls for
bids, bidding materials and the construction contract documents for the construction of the
Improvements to specify that:
(A) no contractor or subcontractor may be listed
on a bid proposal nor be awarded a contract for the construction of the Improvements unless
registered with the DIR pursuant to California Labor Code Section 1725.5; and
(B) the construction of the Improvements is
subject to compliance monitoring and enforcement by the DIR.
(7) provide the County all information required by California
Labor Code Section 1773.3 as set forth in the DIR's online form PWC-100 within 2 days of the
award of any contract (https://www.dir.ca.gov/pwc100ext/);
(8) cause its contractors to post job site notices, as prescribed
by regulation by the DIR; and
(9) cause its contractors to furnish payroll records required by
California Labor Code Section 1776 directly to the Labor Commissioner, at least monthly in the
electronic format prescribed by the Labor Commissioner.
(ii) Borrower shall indemnify, hold harmless and defend (with counsel
reasonably acceptable to the County) the County against any claim for damages, compensation,
fines, penalties or other amounts arising out of the failure or alleged failure of any person or
entity (including Borrower, its contractor and subcontractors) to pay prevailing wages as
determined pursuant to California Labor Code Section 1720 et seq., to employ apprentices
pursuant to California Labor Code Section 1777.5 et seq., to meet the conditions of California
Labor Code Section 1771.4, and implementing regulations of the DIR, or to comply with the
other applicable provisions of California Labor Code Sections 1720 et seq., 1777.5 et seq., and
1771.4, and the implementing regulations of the DIR, in connection with the construction of the
Improvements or any other work undertaken or in connection with the Development. The
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requirements in this Section survive the repayment of the Loan, and the reconveyance of the
Deed of Trust.
Section 3.9 Accessibility.
(a) Borrower shall cause the Development to be constructed and operated at
all times in compliance with all applicable federal, state, and local disabled persons accessibility
requirements including, but not limited to the applicable provisions of: (i) the Unruh Act, (ii) the
California Fair Employment and Housing Act, (iii) Section 504 of the Rehabilitation Act of
1973, (iv) the United States Fair Housing Act, as amended, (v) the Americans With Disabilities
Act of 1990, and (vi) Chapters 11A and 11B of Title 24 of the California Code of Regulations,
which relate to disabled persons access (collectively, the "Accessibility Requirements ").
(b) In compliance with the Accessibility Requirements: (i) a minimum of
three (3) units must be construction to be fully accessible to households with a mobility impaired
member and, (ii) an additional one (1) unit must be fully accessible to hearing and/or visually
impaired persons. In compliance with the Accessibility Requirements Borrower shall provide
the County with a certification from the Development architect that to the best of the architect's
knowledge, the Development complies with all federal and state accessibility requirements
applicable to the Development.
(c) Borrower shall indemnify, hold harmless and defend (with counsel
reasonably acceptable to the County) the County against any claim for damages, compensation,
fines, penalties or other amounts arising out of the failure or alleged failure of any person or
entity (including Borrower, its architect, contractor and subcontractors) to rehabilitate the
Development in accordance with the Accessibility Requirements. The requirements in this
Subsection survive repayment of the Loan and the reconveyance of the Deed of Trust.
Section 3.10 Relocation.
If and to the extent that acquisition of the Leasehold Interest and construction of the
Improvements will result in the permanent or temporary displacement of tenants, then Borrower
shall comply with all applicable local, state, and federal statutes and regulations, (including
without limitation the requirements of the Uniform Relocation Assistance and Real Property
Acquisition Policies Act of 1970 (42 U.S.C. 4601, et seq.), and implementing regulations at 49
C.F.R. Part 24; Section 104(d) of the Housing and Community Development Act of 1974 and
implementing regulations at 24 C.F.R. 42 et seq.; and California Government Code Section 7260
et seq. and implementing regulations at 25 California Code of Regulations Sections 6000 et seq.)
with respect to preparation of a relocation plan, relocation planning, advisory assistance, and
payment of monetary benefits. Borrower shall be solely responsible for payment of any
relocation benefits to any displaced persons and any other obligations associated with complying
with such relocation laws. Borrower shall indemnify, defend and hold harmless, (with counsel
reasonably acceptable to the County), the County and its board members, supervisors, directors,
officers, employees, agents, successors and assigns against any claim for damages,
compensation, fines, penalties, relocation payments or other amounts and expenses (including
reasonable attorneys' fees) arising out of the failure or alleged failure of any person or entity
(including Borrower, or the County) to satisfy relocation obligations related to the acquisition of
the Leasehold Interest. This obligation to indemnify shall survive termination of this Agreement.
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Section 3.11 Equal Opportunity.
During the construction of the Improvements discrimination on the basis of race, color,
creed, religion, age, sex, sexual orientation, marital status, national origin, ancestry, or disability
in the hiring, firing, promoting, or demoting of any person engaged in the construction work is
not allowed.
Section 3.12 Minority and Women-Owned Contractors.
Borrower shall use its best efforts to afford minority-owned and women-owned business
enterprises the maximum practicable opportunity to participate in the construction of the
Improvements. Borrower shall, at a minimum, notify applicable minority-owned and women-
owned business firms located in Contra Costa County of bid opportunities for the construction of
the Improvements. A listing of minority owned and women owned businesses located in the
County and neighboring counties is available from the County. Documentation of such
notifications must be maintained by Borrower and available to the County upon request.
Section 3.13 Progress Reports.
Until such time as Borrower has received a certificate of occupancy from the City for the
Development, Borrower shall provide the County with quarterly progress reports regarding the
status of the construction of the Improvements, including a certification that the actual
construction costs to date conform to the Approved Development Budget, as it may be amended
from time to time pursuant to Section 3.17 below.
Section 3.14 Construction Responsibilities.
(a) Borrower is responsible for the coordination and scheduling of the work to
be performed so that commencement and completion of the construction of the Improvements
takes place in accordance with this Agreement.
(b) Borrower is solely responsible for all aspects of Borrower's conduct in
connection with the Development, including (but not limited to) the quality and suitability of the
plans and specifications, the supervision of construction work, and the qualifications, financial
condition, and performance of all architects, engineers, contractors, subcontractors, suppliers,
consultants, and property managers. Any review or inspection undertaken by the County with
reference to the Development is solely for the purpose of determining whether Borrower is
properly discharging its obligations to the County, and may not be relied upon by Borrower or by
any third parties as a warranty or representation by the County as to the quality of the design or
construction of the Improvements.
Section 3.15 Mechanics Liens, Stop Notices, and Notices of Completion.
(a) If any claim of lien is filed against the Development or a stop notice
affecting the Loan is served on the County or any other lender or other third party in connection
with the Development, then Borrower shall, within twenty (20) days after such filing or service,
either pay and fully discharge the lien or stop notice, effect the release of such lien or stop notice
by delivering to the County a surety bond in sufficient form and amount, or provide the County
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with other assurance satisfactory to the County that the claim of lien or stop notice will be paid
or discharged.
(b) If Borrower fails to discharge any lien, encumbrance, charge, or claim in
the manner required in this Section, then in addition to any other right or remedy, the County
may (but is under no obligation to) discharge such lien, encumbrance, charge, or claim at
Borrower's expense. Alternately, the County may require Borrower to immediately deposit with
the County the amount necessary to satisfy such lien or claim and any costs, pending resolution
thereof. The County may use such deposit to satisfy any claim or lien that is adversely
determined against Borrower.
(c) Borrower shall file a valid notice of cessation or notice of completion
upon cessation of construction work on the Development for a continuous period of thirty (30)
days or more, and take all other steps necessary to forestall the assertion of claims of lien against
the Development. Borrower authorizes the County, but the County has no obligation, to record
any notices of completion or cessation of labor, or any other notice that the County deems
necessary or desirable to protect its interest in the Development.
Section 3.16 Inspections.
Borrower shall permit and facilitate, and shall require its contractors to permit and facilitate,
observation and inspection at the Development by the County and by public authorities during
reasonable business hours during the Term, for the purposes of determining compliance with this
Agreement.
Section 3.17 Approved Development Budget; Revisions to Budget.
As of the date of this Agreement, the County has approved the Approved Development
Budget set forth in Exhibit B. Borrower shall submit any required amendments to the Approved
Development Budget to the County for approval within five (5) days after the date Borrower
receives information indicating that actual costs of the Development vary or will vary from the
costs shown on the Approved Development Budget. Written consent of the County will be
required to amend the Approved Development Budget.
Section 3.18 Developer Fee.
The maximum cumulative Developer Fee that may be paid to any entity or entities
providing development services to the Development, whether paid up-front or on a deferred
basis, is not to exceed the amount allowed by TCAC and as approved by the County. For the
purposes of this Agreement "Developer Fee" has the meaning set forth in California Code of
Regulations, Title 4, Section 10302(l). The County approves a total Developer Fee whether paid
up -front out of development sources or on a deferred basis out of Annual Operating Expenses, in
an amount not to exceed One Million Nine Hundred Thousand Dollars ($1,900,000), provided
that (i) Borrower's general partner is required to make a capital contribution of at least One
Hundred Fifty-Seven Thousand Nine Hundred Dollars ($157,900) prior to or at Permanent
Conversion, and (ii) amount of Developer Fee payable to the Developer out of development
sources is not to exceed One Million Five Hundred Thousand Dollars ($1,500,000).
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Section 3.19 Partnership/Asset Fee.
During the Fifteen Year Compliance Period, the Partnership/Asset Fee is not to exceed
Thirty-Two Thousand Dollars ($32,000) per year. After the expiration of the Fifteen Year
Compliance Period, the Partnership/Asset Fee is not to exceed Twenty-Five Thousand Dollars
($25,000) per year.
Section 3.20 NEPA Mitigation Requirements.
Borrower shall comply with the NEPA mitigation requirements set forth in the attached
Exhibit C in the construction of the Improvements.
ARTICLE 4 LOAN REQUIREMENTS
Section 4.1 Match Requirement.
The Borrower shall ensure that the Loan is matched with a minimum of Six Hundred
Sixty Thousand Six Hundred Dollars ($660,600) in other, non-federal sources, pursuant to and
eligible under applicable HOME Regulations.
Section 4.2 Reserve Accounts.
(a) Replacement Reserve Account. Borrower shall establish and maintain an
account that is available for capital expenditures for repairs and replacement necessary to
maintain the Development in the condition required by the Loan Documents (the "Replacement
Reserve Account"). Borrower shall make annual deposits to the Replacement Reserve Account
and replenish the Replacement Reserve Account in the amounts required in the Partnership
Agreement and/or the documents evidencing the Permanent Loan, whichever is greater. In no
event shall the annual amount deposited in the Replacement Reserve Account exceed Six
Hundred Dollars ($600) per unit, increasing by the applicable consumer price index every five
(5) years, or such greater amount required in connection with the Partnership Agreement or any
permanent financing, and approved by the County.
(b) Operating Reserve Account. Borrower shall establish and maintain an
account that is available to fund operating deficits (which is the amount by which Annual
Operating Expenses exceed Gross Revenue for any period) (the "Operating Reserve Account").
Borrower shall capitalize the Operating Reserve Account in the amount required by TCAC
(currently three months of Annual Operating Expenses); provided, however that if the
Partnership Agreement or the documents evidencing the Permanent Loan require the Operating
Reserve Account to be capitalized and replenished in an amount greater than the TCAC
requirement, Borrower shall capitalize and replenish the Operating Reserve Account as required
by the Partnership Agreement or the documents evidencing the Permanent Loan, as applicable,
for as long as the Partnership Agreement or the Permanent Loan, as applicable, is outstanding.
In no event may the amount held in the Operating Reserve Account exceed six (6) months gross
rent from the Development (as such rent may vary from time to time).
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Section 4.3 Financial Accountings and Post-Completion Audits.
(a) No later than ninety (90) days following completion of construction of the
Improvements, Borrower shall provide to the County for its review and approval a financial
accounting of all sources and uses of funds for the Development.
(b) No later than one hundred twenty (120) days after Permanent Conversion,
Borrower shall submit an audited financial report showing the sources and uses of all funds
utilized for the Development. This requirement may be satisfied by providing the Final Cost
Certification to the County. "Final Cost Certification" means the Final Cost Certification
Sources and Uses of Funds prepared by Borrower for the Development that: (i) Borrower
submits to TCAC; and (ii) has been prepared using generally accepted accounting standards in
effect in the United States of America from time to time, consistently applied.
Section 4.4 Approval of Annual Operating Budget.
Thirty (30) days prior to the beginning of each year of the Term, Borrower shall provide
to the County an annual budget for the operation of the Development. The County may request
additional information to assist the County in evaluating the financial viability of the
Development. Unless rejected by the County in writing within thirty (30) days after receipt of
the budget, the budget will be deemed accepted. If rejected by the County in whole or in part,
Borrower shall submit a new or corrected budget within thirty (30) calendar days after
notification of the County's rejection and the reasons therefor. The provisions of this Section
relating to time periods for resubmission of new or corrected budgets will continue to apply until
such budget has been approved by the County.
Section 4.5 Information.
Borrower shall provide any information reasonably requested by the County in
connection with the Development, including (but not limited to) any information required by
HUD in connection with Borrower's use of the Loan funds.
Section 4.6 County Audits.
(a) Each year, Borrower shall provide the County with a copy of Borrower's
annual audit, which is to include information on all of Borrower's activities and not just those
pertaining to the Development.
(b) In addition, the County may, at any time, audit all of Borrower's books,
records, and accounts pertaining to the Development including but not limited to the Residual
Receipts of the Development. Any such audit is to be conducted during normal business hours at
the principal place of business of Borrower and wherever records are kept. Immediately after the
completion of an audit, the County shall deliver a copy of the results of the audit to Borrower.
(c) If it is determined as a result of an audit that there has been a deficiency in
a loan repayment to the County then such deficiency will become immediately due and payable,
with interest at the Default Rate from the date the deficient amount should have been paid. In
addition, if the audit determines that Residual Receipts have been understated for any year by the
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greater of: (i) Two Thousand Five Hundred Dollars ($2,500); and (ii) an amount that exceeds
five percent (5%) of the Residual Receipts, then, in addition to paying the deficiency with
interest, Borrower shall pay all of the County's costs and expenses connected with the audit and
review of Borrower's accounts and records.
Section 4.7 Hazardous Materials.
(a) Borrower shall keep and maintain the Development (including but not
limited to, soil and ground water conditions) in compliance with all Hazardous Materials Laws
and may not cause or permit the Development to be in violation of any Hazardous Materials
Law. Borrower may not cause or permit the use, generation, manufacture, storage or disposal of
on, under, or about the Development or transportation to or from the Development of any
Hazardous Materials, except such of the foregoing as may be customarily used in construction of
projects like the Development or kept and used in and about residential property of this type.
(b) Borrower shall immediately advise the County in writing if at any time it
receives written notice of any Hazardous Materials Claims, and Borrower's discovery of any
occurrence or condition on any real property adjoining or in the vicinity of the Development that
could cause the Development or any part thereof to be subject to any restrictions on the
ownership, occupancy, transferability or use of the Development under any Hazardous Materials
Law including but not limited to the provisions of California Health and Safety Code, Section
25220 et seq., or any regulation adopted in accordance therewith.
(c) The County has the right to join and participate in, as a party if it so elects,
and be represented by counsel acceptable to the County (or counsel of its own choice if a conflict
exists with Borrower) in any legal proceedings or actions initiated in connection with any
Hazardous Materials Claims and to have its reasonable attorneys' fees in connection therewith
paid by Borrower.
(d) Borrower shall indemnify and hold harmless the County and its board
members, supervisors, directors, officers, employees, agents, successors and assigns from and
against any loss, damage, cost, fine, penalty, judgment, award, settlement, expense or liability,
directly or indirectly arising out of or attributable to: (i) any actual or alleged past or present
violation of any Hazardous Materials Law; (ii) any Hazardous Materials Claim; (iii) any actual
or alleged past or present use, generation, manufacture, storage, release, threatened release,
discharge, disposal, transportation, or presence of Hazardous Materials on, under, or about the
Development; (iv) any investigation, cleanup, remediation, removal, or restoration work of site
conditions of the Development relating to Hazardous Materials (whether on the Development or
any other property); and (v) the breach of any representation of warranty by or covenant of
Borrower in this Section 4.7, and Section 5.1(l). Such indemnity shall include, without
limitation: (x) all consequential damages; (y) the costs of any required or necessary investigation,
repair, cleanup or detoxification of the Development and the preparation and implementation of
any closure, remedial or other required plans; and (z) all reasonable costs and expenses incurred
by the County in connection with clauses (x) and (y), including but not limited to reasonable
attorneys' fees and consultant fees. This indemnification applies whether or not any government
agency has issued a cleanup order. Losses, claims, costs, suits, liability, and expenses covered
by this indemnification provision include, but are not limited to: (1) losses attributable to
diminution in the value of the Development, (2) loss or restriction of use of rentable space on the
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Development, (3) adverse effect on the marketing of any rental space on the Development, and
(4) penalties and fines levied by, and remedial or enforcement actions of any kind issued by any
regulatory agency (including but not limited to the costs of any required testing, remediation,
repair, removal, cleanup or detoxification of the Development and surrounding properties). This
obligation to indemnify will survive termination of this Agreement and will not be diminished or
affected in any respect as a result of any notice, disclosure, knowledge, if any, to or by the
County of Hazardous Materials.
(e) Without the County's prior written consent, which will not be
unreasonably withheld, Borrower may not take any remedial action in response to the presence
of any Hazardous Materials on, under or about the Development, nor enter into any settlement
agreement, consent decree, or other compromise in respect to any Hazardous Material Claims,
which remedial action, settlement, consent decree or compromise might, in the County's
judgment, impair the value of the County's security hereunder; provided, however, that the
County's prior consent is not necessary in the event that the presence of Hazardous Materials on,
under, or about the Development either poses an immediate threat to the health, safety or welfare
of any individual or is of such a nature that an immediate remedial response is necessary and it is
not reasonably possible to obtain the County's consent before taking such action, provided that in
such event Borrower shall notify the County as soon as practicable of any action so taken. The
County agrees not to withhold its consent, where such consent is required hereunder, if: (i) a
particular remedial action is ordered by a court of competent jurisdiction; (ii) Borrower will or
may be subjected to civil or criminal sanctions or penalties if it fails to take a required action;
(iii) Borrower establishes to the satisfaction of the County that there is no reasonable alternative
to such remedial action which would result in less impairment of the County's security
hereunder; or (iv) the action has been agreed to by the County.
(f) Borrower hereby acknowledges and agrees that: (i) this Section is
intended as the County's written request for information (and Borrower's response) concerning
the environmental condition of the Development as required by California Code of Civil
Procedure Section 726.5; and (ii) each representation and warranty in this Agreement (together
with any indemnity obligation applicable to a breach of any such representation and warranty)
with respect to the environmental condition of the Development is intended by the Parties to be
an "environmental provision" for purposes of California Code of Civil Procedure Section 736.
(g) In the event that any portion of the Development is determined to be
"environmentally impaired" (as that term is defined in California Code of Civil Procedure
Section 726.5(e)(3)) or to be an "affected parcel" (as that term is defined in California Code of
Civil Procedure Section 726.5(e)(1)), then, without otherwise limiting or in any way affecting the
County's or the trustee's rights and remedies under the Deed of Trust, the County may elect to
exercise its rights under California Code of Civil Procedure Section 726.5(a) to: (i) waive its
lien on such environmentally impaired or affected portion of the Development; and (ii) exercise,
(1) the rights and remedies of an unsecured creditor, including reduction of its claim against
Borrower to judgment, and (2) any other rights and remedies permitted by law. For purposes of
determining the County's right to proceed as an unsecured creditor under California Code of
Civil Procedure Section 726.5(a), Borrower will be deemed to have willfully permitted or
acquiesced in a release or threatened release of Hazardous Materials, within the meaning of
California Code of Civil Procedure Section 726.5(d)(1), if the release or threatened release of
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Hazardous Materials was knowingly or negligently caused or contributed to by any lessee,
occupant, or user of any portion of the Development and Borrower knew or should have known
of the activity by such lessee, occupant, or user which caused or contributed to the release or
threatened release. All costs and expenses, including (but not limited to) attorneys' fees, incurred
by the County in connection with any action commenced under this paragraph, including any
action required by California Code of Civil Procedure Section 726.5(b) to determine the degree
to which the Development is environmentally impaired, plus interest thereon at the Default Rate,
until paid, will be added to the indebtedness secured by the Deed of Trust and is due and payable
to the County upon its demand made at any time following the conclusion of such action.
Section 4.8 Maintenance; Damage and Destruction.
(a) During the course of both construction and operation of the Development,
Borrower shall maintain the Development in good repair and in a neat, clean and orderly
condition, and in accordance with the Regulatory Agreements.
(b) Subject to the requirements of senior lenders, and if economically feasible
in the County's judgment after consultation with Borrower, if any improvement now or in the
future on the Property is damaged or destroyed, then Borrower shall, at its cost and expense,
diligently undertake to repair or restore such improvement consistent with the plans and
specifications approved by the County with such changes as have been approved by the County.
Such work or repair is to be commenced no later than the later of one hundred twenty (120) days,
or such longer period approved by the County in writing, after the damage or loss occurs or thirty
(30) days following receipt of the insurance or condemnation proceeds, and is to be complete
within one (1) year thereafter. Any insurance or condemnation proceeds collected for such
damage or destruction are to be applied to the cost of such repairs or restoration and, if such
insurance or condemnation proceeds are insufficient for such purpose, then Borrower shall make
up the deficiency. If Borrower does not promptly make such repairs then any insurance or
condemnation proceeds collected for such damage or destruction are to be promptly delivered by
Borrower to the County as a special repayment of the Loan, subject to the rights of the senior
lenders, if any.
Section 4.9 Fees and Taxes.
Borrower is solely responsible for payment of all fees, assessments, taxes, charges, and
levies imposed by any public authority or utility company with respect to the Development, and
shall pay such charges prior to delinquency and at such times and in such manner as to prevent
any penalty from accruing, or any lien or charge from attaching to the Development. Borrower
is also solely responsible for payment of all personal property taxes, and all franchise, income,
employment, old age benefit, withholding, sales, and other taxes assessed against it, or payable
by it, and shall pay such charges prior to delinquency and at such times and in such manner as to
prevent any penalty from accruing, or any lien or charge from attaching to the Development.
However, Borrower is not required to pay and discharge any such charge so long as: (i)
the legality thereof is being contested diligently and in good faith and by appropriate
proceedings; and (ii) if requested by the County, Borrower deposits with the County any funds or
other forms of assurance that the County in good faith from time to time determines appropriate
to protect the County from the consequences of the contest being unsuccessful.
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In the event Borrower exercises its right to contest any tax, assessment, or charge against
it, Borrower, on final determination of the proceeding or contest, will immediately pay or
discharge any decision or judgment rendered against it, together with all costs, charges and
interest.
Borrower shall not apply for a property tax exemption for the Development under any
provision of law (except California Revenue and Taxation Section 214(g)) without the prior
written consent of the County.
Section 4.10 Notice of Litigation.
Borrower shall promptly notify the County in writing of any litigation that has the
potential to materially affect Borrower or the Development and of any claims or disputes that
involve a material risk of such litigation.
Section 4.11 Operation of Development as Affordable Housing.
(a) Borrower shall operate the Development (i) in accordance with all
applicable laws, codes, ordinances, rules and regulations of federal, state, county or municipal
governments or agencies now in force or that may be enacted hereafter, and (ii) as an affordable
housing development consistent with: (1) HUD's requirements for use of HOPWA Funds and
HOME Funds; (2) the Regulatory Agreements; and (3) any other regulatory requirements
imposed on Borrower including but not limited to regulatory agreements associated with the City
Loan, and Low Income Housing Tax Credits provided by TCAC and rental subsidies provided to
the Development.
Section 4.12 Nondiscrimination.
(a) Borrower covenants by and for itself and its successors and assigns that
there will be no discrimination against or segregation of a person or of a group of persons on
account of race, color, religion, creed, age (except for lawful senior housing in accordance with
state and federal law), familial status, disability, sex, sexual orientation, marital status, ancestry
or national origin in the sale, lease, sublease, transfer, use, occupancy, tenure or enjoyment of the
Development, nor may Borrower or any person claiming under or through Borrower establish or
permit any such practice or practices of discrimination or segregation with reference to the
selection, location, number, use or occupancy of tenants, lessees, subtenants, sublessees or
vendees in the Development. The foregoing covenant will run with the land.
(b) Nothing in this Section prohibits Borrower from requiring County-
Assisted Units in the Development to be available to and occupied by income eligible
households in accordance with the Regulatory Agreements, or from requiring the HOPWA-
Assisted Units in the Development to be available to and occupied by HOPWA Eligible
Households.
Section 4.13 Transfer.
(a) For purposes of this Agreement, "Transfer" means any sale, assignment,
or transfer, whether voluntary or involuntary, of: (i) any rights and/or duties under this
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Agreement; and/or (ii) any interest in the Development, including (but not limited to) a fee
simple interest, a joint tenancy interest, a life estate, a partnership interest, a leasehold interest, a
security interest, or an interest evidenced by a land contract by which possession of the
Development is transferred and Borrower retains title. The term "Transfer" excludes the leasing
of any single unit in the Development to an occupant in compliance with the Regulatory
Agreements. The County Director – Department of Conservation and Development is
authorized to execute assignment and assumption agreements on behalf of the County to
implement any approved Transfer.
(b) Except as otherwise permitted in this Section 4.13, no Transfer is
permitted without the prior written consent of the County, which the County may withhold in its
sole discretion. The Loan will automatically accelerate and be due in full upon any Transfer
made without the prior written consent of the County.
(c) The County hereby approves the admission of the Investor Limited Partner
to Borrower as a limited partner. The County hereby approves future Transfers of the limited
partner interest of Borrower provided that: (i) such Transfers do not affect the timing and
amount of the Investor Limited Partner capital contributions provided for in the Partnership
Agreement; and (ii) in subsequent Transfers, the Investor Limited Partner or an affiliate thereof,
retains a membership or partnership interest and serves as a managing member or managing
general partner of the successor limited partner.
(d) The County hereby approves a Transfer of the Development from
Borrower to RCD, or a non-profit affiliate of RCD, and an assumption of the Loan by such
transferee at the end of the Fifteen Year Compliance Period, provided that: (i) such Transfer is
pursuant to an option or right of first refusal agreement referenced in the Partnership Agreement,
and (ii) the transferee expressly assumes the obligations of the Borrower under the Loan
Documents, utilizing a form of assignment and assumption agreement provided by the County.
(e) The County hereby approves the Transfer of the Investor Limited Partner
interest to RCD, or a non-profit affiliate of RCD at the end of the Fifteen Year Compliance
Period, provided that such Transfer is pursuant to an option or right of first refusal agreement
referenced in the Partnership Agreement.
(f) In the event the general partner of Borrower is removed by the limited
partner of Borrower for cause following default under the Partnership Agreement, the County
hereby approves the Transfer of the general partner interest to (i) a 501(c)(3) tax exempt
nonprofit corporation or other entity with a 501(c)(3) tax exempt nonprofit corporation member
or partner, that is selected by the Investor Limited Partner and approved by the County, and (ii)
the Investor Limited Partner or an affiliate thereof, but only for a period not to exceed one
hundred twenty (120) days from the date of removal of the general partner, during which time
such entity shall diligently seek a replacement general partner meeting the requirements of
subsection (i) above.
(g) The County hereby approves the grant of the security interests in the
Development for Approved Financing.
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Section 4.14 Insurance Requirements.
(a) Borrower shall maintain the following insurance coverage throughout the
Term of the Loan:
(i) Workers' Compensation insurance to the extent required by law,
including Employer's Liability coverage, with limits not less than One Million Dollars
($1,000,000) each accident.
(ii) Commercial General Liability insurance with limits not less than
Two Million Dollars ($2,000,000) each occurrence combined single limit for Bodily Injury and
Property Damage, including coverages for Contractual Liability, Personal Injury, Broadform
Property Damage, Products and Completed Operations.
(iii) Automobile Liability insurance with limits not less than One
Million Dollars ($1,000,000) each occurrence combined single limit for Bodily Injury and
Property Damage, including coverages for owned, non-owned and hired vehicles, as applicable.
(iv) Builders' Risk insurance during the course of construction, and
upon completion of construction, property insurance covering the Development, in form
appropriate for the nature of such property, covering all risks of loss, excluding earthquake, for
one hundred percent (100%) of the replacement value, with deductible, if any, acceptable to the
County, naming the County as a Loss Payee, as its interests may appear. Flood insurance must
be obtained if required by applicable federal regulations.
(v) Commercial crime insurance covering all officers and employees,
for loss of Loan proceeds caused by dishonesty, in an amount approved by the County, naming
the County a Loss Payee, as its interests may appear.
(b) Borrower shall cause any general contractor, agent, or subcontractor
working on the Development under direct contract with Borrower or subcontract to maintain
insurance of the types and in at least the minimum amounts described in subsections (i), (ii), and
(iii) above, except that the limit of liability for commercial general liability insurance for
subcontractors must be One Million Dollars ($1,000,000), and must require that such insurance
will meet all of the general requirements of subsections (d) and (e) below.
(c) The required insurance must be provided under an occurrence form, and
Borrower shall maintain the coverage described in subsection (a) continuously throughout the
Term. Should any of the required insurance be provided under a form of coverage that includes
an annual aggregate limit or provides that claims investigation or legal defense costs be included
in such annual aggregate limit, such annual aggregate limit must be three times the occurrence
limits specified above.
(d) Commercial General Liability, Automobile Liability and Property
insurance policies must be endorsed to name as an additional insured the County and its officers,
agents, employees and members of the County Board of Supervisors.
(e) All policies and bonds are to contain: (i) the agreement of the insurer to
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give the County at least thirty (30) days' notice prior to cancellation (including, without
limitation, for non-payment of premium) or any material change in said policies; (ii) an
agreement that such policies are primary and non-contributing with any insurance that may be
carried by the County; (iii) a provision that no act or omission of Borrower shall affect or limit
the obligation of the insurance carrier to pay the amount of any loss sustained; and (iv) a waiver
by the insurer of all rights of subrogation against the County and its authorized parties in
connection with any loss or damage thereby insured against.
Section 4.15 Covenants Regarding Approved Financing and Partnership Agreement.
(a) Borrower shall promptly pay the principal and interest when due on any
Approved Financing.
(b) Borrower shall promptly notify the County in writing of the existence of
any default under any documents evidencing Approved Financing whether or not a default has
been declared by the lender, and any defaults under the Partnership Agreement, and provide the
County copies of any notice of default.
(c) Borrower may not amend, modify, supplement, cancel or terminate the
Partnership Agreement or any documents related to any loan that is part of the Approved
Financing without the prior written consent of the County except for amendments solely to
effectuate Transfers permitted under Section 4.13 above.
(d) Borrower shall provide the County copies of all amendments,
modifications, and supplements to the Partnership Agreement and any document related to any
loan that is part of Approved Financing.
(e) Borrower may not incur any indebtedness of any kind other than
Approved Financing or encumber the Development with any liens (other than liens for Approved
Financing approved by the County) without the prior written consent of the County.
(f) To the extent the Partnership Agreement is inconsistent with this
Agreement with respect to the repayment of the Loan including, without limitation, the Residual
Receipts definition and the payment provisions of Section 2.9 above, this Agreement will
control. Any payments made in conflict with the Residual Receipts definition and payment
requirements of this Agreement will be considered an Event of Default.
Section 4.16 Covenants Regarding the Ground Lease.
Borrower hereby covenants and agrees, as to the Ground Lease:
(a) To promptly pay, when due and payable, any rent, taxes and all other sums
and charges mentioned in and made payable pursuant to the Ground Lease.
(b) To promptly perform and observe all of the terms, covenants and
conditions required to be performed and observed by Borrower as lessee under the Ground
Lease, within the period provided in the Ground Lease, or such lesser periods as are provided in
the Lo an Documents, and to do all things necessary to preserve and to keep unimpaired its rights
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under the Ground Lease. Borrower specifically acknowledges the County's right, while any
default by Borrower under any Ground Lease remains uncured, to perform the defaulted
obligations and take all other actions which the County reasonably deems necessary to protect its
interests with respect thereto.
(c) To preserve at all times the full term and enforceability of the Ground
Lease, and not to release, forego, alter, amend, cancel, surrender, or materially modify its rights
under the Ground Lease, or exercise any rights it may have to voluntarily terminate the Ground
Lease, or permit any termination material modification or surrender of the Ground Lease without
the County’s prior written consent.
(d) To (i) promptly notify the County in writing of the receipt by Borrower of
any notice from St Paul's and of any notice noting or claiming any default by Borrower in the
performance or observance of any of the terms, covenants or conditions on the part of the
Borrower to be performed or observed under the Ground Lease; (ii) promptly notify the County
in writing of the receipt by Borrower of any notice from St Paul's to Borrower of termination of
the Ground Lease pursuant to the provisions of the Ground Lease; (iii) promptly cause a copy of
each such notice received by Borrower from St Paul's to be delivered to the County; provided,
however, that no such delivery by Borrower to the County of any such notices shall be deemed to
waive, release, or modify any obligation of St Paul's to separately provide such notice to the
County pursuant to the terms of the Ground Lease; and (iv) promptly notify the County in
writing of any default by St Paul's in the performance or observance of any of the terms,
covenants or conditions on the part of St Paul's to be performed or observed.
(e) To, within thirty (30) days after written demand from the County, obtain
from St Paul's and deliver to the County a certificate stating that the Ground Lease is in full force
and effect, is unmodified, that no notice of termination thereon has been served on Borrower,
stating that no default or event which with notice or lapse of time (or both) would become a
default is existing under the Ground Lease (or specifying the nature of any defaults or events
which with notice or lapse of time, or both, would become a default under the Ground Lease),
stating the date to which net rent has been paid, and containing such other statements and
representations as may be requested by the County.
ARTICLE 5 REPRESENTATIONS AND WARRANTIES OF BORROWER
Section 5.1 Representations and Warranties.
Borrower hereby represents and warrants to the County as follows and acknowledges,
understands, and agrees that the representations and warranties set forth in this Article 5 are
deemed to be continuing during all times when any portion of the Loan remains outstanding:
(a) Organization. Borrower is duly organized, validly existing and in good
standing under the laws of the State of California and has the power and authority to own its
property and carry on its business as now being conducted.
(b) Authority of Borrower. Borrower has full power and authority to
execute and deliver this Agreement and to make and accept the borrowings contemplated
hereunder, to execute and deliver the Loan Documents and all other documents or instruments
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executed and delivered, or to be executed and delivered, pursuant to this Agreement, and to
perform and observe the terms and provisions of all of the above.
(c) Authority of Persons Executing Documents. This Agreement and the Loan
Documents and all other documents or instruments executed and delivered, or to be executed and
delivered, pursuant to this Agreement have been executed and delivered by persons who are duly
authorized to execute and deliver the same for and on behalf of Borrower, and all actions
required under Borrower's organizational documents and applicable governing law for the
authorization, execution, delivery and performance of this Agreement and the Loan Documents
and all other documents or instruments executed and delivered, or to be executed and delivered,
pursuant to this Agreement, have been duly taken.
(d) Valid Binding Agreements. The Loan Documents and all other
documents or instruments executed and delivered pursuant to or in connection with this
Agreement constitute or, if not yet executed or delivered, will when so executed and delivered
constitute, legal, valid and binding obligations of Borrower enforceable against it in accordance
with their respective terms.
(e) No Breach of Law or Agreement. Neither the execution nor delivery of
the Loan Documents or of any other documents or instruments executed and delivered, or to be
executed or delivered, pursuant to this Agreement, nor the performance of any provision,
condition, covenant or other term hereof or thereof, will: (i) conflict with or result in a breach of
any statute, rule or regulation, or any judgment, decree or order of any court, board, commission
or agency whatsoever that is binding on Borrower, or conflict with any provision of the
organizational documents of Borrower, or conflict with any agreement to which Borrower is a
party; or (ii) result in the creation or imposition of any lien upon any assets or property of
Borrower, other than liens established pursuant hereto.
(f) Compliance with Laws; Consents and Approvals. The construction of
the Improvements will comply with all applicable laws, ordinances, rules and regulations of
federal, state and local governments and agencies and with all applicable directions, rules and
regulations of the fire marshal, health officer, building inspector and other officers of any such
government or agency.
(g) Pending Proceedings. Borrower is not in default under any law or
regulation or under any order of any court, board, commission or agency whatsoever, and there
are no claims, actions, suits or proceedings pending or, to the knowledge of Borrower, threatened
against or affecting Borrower or the Development, at law or in equity, before or by any court,
board, commission or agency whatsoever which might, if determined adversely to Borrower,
materially affect Borrower's ability to repay the Loan or impair the security to be given to the
County pursuant hereto.
(h) Title to Land. At the time of recordation of the Deed of Trust, Borrower
will have good and marketable title to the Leasehold Estate and there will exist thereon or with
respect thereto no mortgage, lien, pledge or other encumbrance of any character whatsoever
other than liens for current real property taxes and liens in favor of the County or approved in
writing by the County.
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(i) Financial Statements. The financial statements of Borrower and other
financial data and information furnished by Borrower to the County fairly and accurately present
the information contained therein. As of the date of this Agreement, there has not been any
material adverse change in the financial condition of Borrower from that shown by such financial
statements and other data and information.
(j) Sufficient Funds. Borrower holds sufficient funds and/or binding
commitments for sufficient funds to complete the acquisition of the Leasehold Interest and the
construction of the Improvements in accordance with the terms of this Agreement.
(k) Taxes. Borrower and its subsidiaries have filed all federal and other
material tax returns and reports required to be filed, and have paid all federal and other material
taxes, assessments, fees and other governmental charges levied or imposed upon them or their
income or the Development otherwise due and payable, except those that are being contested in
good faith by appropriate proceedings and for which adequate reserves have been provided in
accordance with generally accepted accounting principles. There is no proposed tax assessment
against Borrower or any of its subsidiaries that could, if made, be reasonably expected to have a
material adverse effect on the property, liabilities (actual or contingent), operations, condition
(financial or otherwise) or prospects of Borrower and its subsidiaries, taken as a whole, or which
could result in (i) a material impairment of the ability of Borrower to perform under any loan
document to which it is a party, or (ii) a material adverse effect upon the legality, validity,
binding effect or enforceability against Borrower of any Loan Document.
(l) Hazardous Materials. To the best of Borrower's knowledge, except as
disclosed in writing by Borrower to the County prior to the date of this Agreement: (i) no
Hazardous Material has been disposed of, stored on, discharged from, or released to or from, or
otherwise now exists in, on, under, or around, the Development; (ii) neither the Development
nor Borrower is in violation of any Hazardous Materials Law; and (iii) neither the Development
nor Borrower is subject to any existing, pending or threatened Hazardous Materials Claims.
(m) Compliance with the Ground Lease. Borrower hereby represents and
warrants that: (i) the Ground Lease is unmodified and is in full force and effect; (ii) all rents and
other charges to be paid by Borrower as lessee under the Ground Lease are current;
(iii) Borrower is not in default under any of the provisions of the Ground Lease and no
circumstances exist which would constitute a default by Borrower under the Ground Lease or
would otherwise permit St Paul's to cancel, terminate or otherwise limit the Ground Lease in any
manner; (iv) Borrower is not aware of any default by St Paul's under the Ground Lease or the
existence of circumstances which would constitute a default by St Paul's under the Ground
Lease; (v) Borrower's interest in the Ground Lease is not subject to any liens or encumbrances
except as previously disclosed to the County in writing; and (vi) Borrower owns and holds the
Ground Lease and the entire leasehold estate created by the Ground Lease and has the right
under the Ground Lease or has received all appropriate consents required in order for Borrower
to execute the Loan Documents.
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ARTICLE 6 DEFAULT AND REMEDIES
Section 6.1 Events of Default.
Any one or more of the following constitutes an "Event of Default" by Borrower under
this Agreement:
(a) Failure to Construct. If Borrower fails to obtain permits, or to commence
and prosecute construction of the Improvements to completion, within the times set forth in
Article 3 above.
(b) Failure to Make Payment. If Borrower fails to make any payment when
such payment is due pursuant to the Loan Documents.
(c) Failure to Submit Plans. If Borrower fails to submit a Marketing Plan,
Tenant Selection Plan, or Social Services Plan that is approved by the County in accordance with
the HOME/HOPWA Regulatory Agreement.
(d) Breach of Covenants. If Borrower fails to duly perform, comply with, or
observe any other condition, term, or covenant contained in this Agreement (other than as set
forth in Section 6.1(a) through Section 6.1(c), and Section 6.1(e) through Section 6.1(m)), or in
any of the other Loan Documents, and Borrower fails to cure such default within thirty (30) days
after receipt of written notice thereof from the County to Borrower.
(e) Default Under Other Loans. If a default is declared under any other
financing for the Development by the lender of such financing and such default remains uncured
following any applicable notice and cure period.
(f) Insolvency. If a court having jurisdiction makes or enters any decree or
order: (i) adjudging Borrower to be bankrupt or insolvent; (ii) approving as properly filed a
petition seeking reorganization of Borrower, or seeking any arrangement for Borrower under the
bankruptcy law or any other applicable debtor's relief law or statute of the United States or any
state or other jurisdiction; (iii) appointing a receiver, trustee, liquidator, or assignee of Borrower
in bankruptcy or insolvency or for any of their properties; (iv) directing the winding up or
liquidation of Borrower if any such decree or order described in clauses (i) to (iv), inclusive, is
unstayed or undischarged for a period of ninety (90) calendar days; or (v) Borrower admits in
writing its inability to pay its debts as they fall due or will have voluntarily submitted to or filed
a petition seeking any decree or order of the nature described in clauses (i) to (iv), inclusive. The
occurrence of any of the Events of Default in this paragraph will act to accelerate automatically,
without the need for any action by the County, the indebtedness evidenced by the Note.
(g) Assignment; Attachment. If Borrower assigns its assets for the benefit
of its creditors or suffers a sequestration or attachment of or execution on any substantial part of
its property, unless the property so assigned, sequestered, attached or executed upon is returned
or released within ninety (90) calendar days after such event or, if sooner, prior to sale pursuant
to such sequestration, attachment, or execution. The occurrence of any of the events of default in
this paragraph shall act to accelerate automatically, without the need for any action by the
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County, the indebtedness evidenced by the Note.
(h) Suspension; Termination. If Borrower voluntarily suspends its
business or, the partnership is dissolved or terminated, other than a technical termination of the
partnership for tax purposes.
(i) Liens on the Development. If any claim of lien (other than liens allowed
pursuant to the Loan Documents or approved in writing by the County) is filed against the
Development or any part thereof, or any interest or right made appurtenant thereto, or the service
of any notice to withhold proceeds of the Loan and the continued maintenance of said claim of
lien or notice to withhold for a period of twenty (20) days, without discharge or satisfaction
thereof or provision therefor (including, without limitation, the posting of bonds) satisfactory to
the County.
(j) Condemnation. If there is a condemnation, seizure, or appropriation of all
or the substantial part of the Development other than by the County.
(k) Unauthorized Transfer. If any Transfer occurs other than as permitted
pursuant to Section 4.13.
(l) Representation or Warranty Incorrect. If any Borrower representation or
warranty contained in this Agreement, or in any application, financial statement, certificate, or
report submitted to the County in connection with any of the Loan Documents, proves to have
been incorrect in any material respect when made.
(m) Ground Lease Default. If Borrower fails to comply with any term or
condition of the Ground Lease or a default or an event of default occurs under the Ground Lease
(subject to any notice and cure rights contained in the Ground Lease);
(n) Ground Lease Termination. If any event or circumstance occurs which
gives St Paul's the right to terminate the Ground Lease.
(o) Applicability to General Partner. The occurrence of any of the events set
forth in Section 6.1(f), through Section 6.1(h) in relation to Borrower's managing general partner,
unless the removal and replacement of Borrower's managing general partner in accordance with
Section 4.13(f), within the time frame set forth in Section 6.1(d) cures such a default.
Section 6.2 Remedies.
Upon the occurrence of an Event of Default and until such Event of Default is cured or
waived, the County is relieved of any obligation to disburse any portion of the Loan. In addition,
upon the occurrence of an Event of Default and following the expiration of all applicable notice
and cure periods the County may proceed with any and all remedies available to it under law,
this Agreement, and the other Loan Documents. Such remedies include but are not limited to the
following:
Section 6.3 Acceleration of Note. The County may cause all indebtedness of Borrower
to the County under this Agreement and the Note, together with any accrued interest thereon, to
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become immediately due and payable. Borrower waives all right to presentment, demand,
protest or notice of protest or dishonor. The County may proceed to enforce payment of the
indebtedness and to exercise any or all rights afforded to the County as a creditor and secured
party under the law including the Uniform Commercial Code, including foreclosure under the
Deed of Trust. Borrower is liable to pay the County on demand all reasonable expenses, costs
and fees (including, without limitation, reasonable attorney's fees and expenses) paid or incurred
by the County in connection with the collection of the Loan and the preservation, maintenance,
protection, sale, or other disposition of the security given for the Loan.
Section 6.4 Specific Performance. The County has the right to mandamus or other
suit, action or proceeding at law or in equity to require Borrower to perform its obligations and
covenants under the Loan Documents or to enjoin acts on things that may be unlawful or in
violation of the provisions of the Loan Documents.
Section 6.5 Right to Cure at Borrower's Expense. The County has the right (but not
the obligation) to cure any monetary default by Borrower under a loan other than the Loan.
Upon demand therefor, Borrower shall reimburse the County for any funds advanced by the
County to cure such monetary default by Borrower, together with interest thereon from the date
of expenditure until the date of reimbursement at the Default Rate.
Section 6.6 Right of Contest.
Borrower may contest in good faith any claim, demand, levy, or assessment the assertion
of which would constitute an Event of Default hereunder. Any such contest is to be prosecuted
diligently and in a manner unprejudicial to the County or the rights of the County hereunder.
Section 6.7 Remedies Cumulative.
No right, power, or remedy given to the County by the terms of this Agreement or the
other Loan Documents is intended to be exclusive of any other right, power, or remedy; and each
and every such right, power, or remedy is cumulative and in addition to every other right, power,
or remedy given to the County by the terms of any such instrument, or by any statute or
otherwise against Borrower and any other person. Neither the failure nor any delay on the part
of the County to exercise any such rights and remedies will operate as a waiver thereof, nor does
any single or partial exercise by the County of any such right or remedy preclude any other or
further exercise of such right or remedy, or any other right or remedy.
Section 6.8 Notice and Cure Rights of Limited Partner.
The County shall provide the Investor Limited Partner and any limited partner of
Borrower who has requested written notice from the County ("Permitted Limited Partner") a
duplicate copy of all notices of default that the County may give to or serve in writing upon
Borrower pursuant to the terms of the Loan Documents, at the address set forth in Section 7.9,
provided, the County shall have no liability to the Permitted Limited Partner for its failure to do so.
The Permitted Limited Partner has the right, but not the obligation, to cure any default of Borrower
set forth in such notice, during the applicable cure period described in the Loan Documents, and the
County will accept tender of such cure as if delivered by Borrower. If the Permitted Limited
Partner is unable to cure a default because Borrower's general partner is in bankruptcy and/or
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because the cure requires removal of the general partner of Borrower and the Permitted Limited
Partner is proceeding diligently to remove the general partner of Borrower in order to effect a
cure of the Default, the cure period will be extended for such reasonable time as is necessary for
the Permitted Limited Partner to effect a cure of the Default, but in no event longer than sixty (60)
days after the date of receipt by the Permitted Limited Partner of written notice of the default.
ARTICLE 7 GENERAL PROVISIONS
Section 7.1 Relationship of Parties.
Nothing contained in this Agreement is to be interpreted or understood by any of the
Parties, or by any third persons, as creating the relationship of employer and employee, principal
and agent, limited or general partnership, or joint venture between the County and Borrower or
its agents, employees or contractors, and Borrower will at all times be deemed an independent
contractor and to be wholly responsible for the manner in which it or its agents, or both, perform
the services required of it by the terms of this Agreement. Borrower has and retains the right to
exercise full control of employment, direction, compensation, and discharge of all persons
assisting in the performance of services under the Agreement. In regards to the construction and
operation of the Development, Borrower is solely responsible for all matters relating to payment
of its employees, including compliance with Social Security, withholding, and all other laws and
regulations governing such matters, and must include requirements in each contract that
contractors are solely responsible for similar matters relating to their employees. Borrower is
solely responsible for its own acts and those of its agents and employees.
Section 7.2 No Claims.
Nothing contained in this Agreement creates or justifies any claim against the County by
any person that Borrower may have employed or with whom Borrower may have contracted
relative to the purchase of materials, supplies or equipment, or the furnishing or the performance
of any work or services with respect to the purchase of the Leasehold Interest, the construction of
the Improvements, or operation of the Development, and Borrower shall include similar
requirements in any contracts entered into for the construction of the Improvements or operation
of the Development.
Section 7.3 Amendments.
No alteration or variation of the terms of this Agreement is valid unless made in writing
by the Parties. The County Director, Department of Conservation and Development is
authorized to execute on behalf of the County amendments to the Loan Documents or amended
and restated Loan Documents as long as any discretionary change in the amount or terms of this
Agreement is approved by the County's Board of Supervisors.
Section 7.4 Indemnification.
Borrower shall indemnify, defend and hold the County and its board members,
supervisors, directors, officers, employees, agents, successors and assigns harmless against any
and all claims, suits, actions, losses and liability of every kind, nature and description made
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against it and expenses (including reasonable attorneys' fees) which arise out of or in connection
with this Agreement, including but not limited to the purchase of the Leasehold Interest,
construction of the Improvements, and the development, marketing and operation of the
Development, except to the extent such claim arises from the gross negligence or willful
misconduct of the County, its agents, and its employees. The provisions of this Section will
survive the expiration of the Term and the reconveyance of the Deed of Trust.
Section 7.5 Non-Liability of County Officials, Employees and Agents.
No member, official, employee or agent of the County is personally liable to Borrower in
the event of any default or breach of this Agreement by the County or for any amount that may
become due from the County pursuant to this Agreement.
Section 7.6 Third Party Beneficiaries.
There are no third party beneficiaries to this Agreement, provided, however the Investor
Limited Partner is intended to be a direct beneficiary of the provisions set forth in Sections
4.13(c), 4.13(f), and 6.5.
Section 7.7 Discretion Retained By County.
The County's execution of this Agreement in no way limits any discretion the County
may have in the permit and approval process related to the construction of the Improvements.
Section 7.8 Conflict of Interest.
(a) Except for approved eligible administrative or personnel costs, no person
described in Section 7.8(b) below who exercises or has exercised any functions or
responsibilities with respect to the activities funded pursuant to this Agreement or who is in a
position to participate in a decision-making process or gain inside information with regard to
such activities, may obtain a financial interest or benefit from the activity, or have a financial
interest in any contract, subcontract or agreement with respect thereto, or the proceeds
thereunder, either for themselves or those with whom they have immediate family or business
ties, during, or at any time after, such person's tenure. Borrower shall exercise due diligence to
ensure that the prohibition in this Section 7.8(a) is followed.
(b) The conflict of interest provisions of Section 7.8(a) above apply to any
person who is an employee, agent, consultant, officer, or elected or appointed official of the
County.
(c) In accordance with California Government Code Section 1090 and the
Political Reform Act, California Government Code section 87100 et seq., no person who is a
director, officer, partner, trustee or employee or consultant of Borrower, or immediate family
member of any of the preceding, may make or participate in a decision, made by the County or a
County board, commission or committee, if it is reasonably foreseeable that the decision will
have a material effect on any source of income, investment or interest in real property of that
person or Borrower. Interpretation of this section is governed by the definitions and provisions
used in the Political Reform Act, California Government Code Section 87100 et seq., its
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implementing regulations manual and codes, and California Government Code Section 1090.
Section 7.9 Notices, Demands and Communications.
All notices required or permitted by any provision of this Agreement must be in writing
and sent by registered or certified mail, postage prepaid, return receipt requested, or delivered by
express delivery service, return receipt requested, or delivered personally, to the principal office
of the Parties as follows:
County: County of Contra Costa
Department of Conservation and Development
30 Muir Road
Martinez, CA 94553
Attention: Assistant Deputy Director
Borrower: SP Commons, L.P.
c/o RCD GP III, LLC
2220 Oxford Street
Berkeley, CA 94720
Attention: Executive Director
Investor Limited
Partner: Bank of America, N.A.
Community Development Banking Group
MA1-225-02-02
225 Franklin Street
Boston, MA 02110
Attention: Asset Management
With a copy to:
Buchalter, a Professional Corporation
1000 Wilshire Boulevard, Suite 1500
Los Angeles, CA 90017
Attention: Michael A. Williamson, Esq.
Re: B0965-0363 (St. Paul Commons)
Such written notices, demands and communications may be sent in the same manner to such
other addresses as the affected party may from time to time designate by mail as provided in this
Section. Receipt will be deemed to have occurred on the date shown on a written receipt as the
date of delivery or refusal of delivery (or attempted delivery if undeliverable).
Section 7.10 Applicable Law.
This Agreement is governed by the laws of the State of California.
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Section 7.11 Parties Bound.
Except as otherwise limited herein, this Agreement binds and inures to the benefit of the
parties and their heirs, executors, administrators, legal representatives, successors, and assigns.
This Agreement is intended to run with the land and to bind Borrower and its successors and
assigns in the Development for the entire Term, and the benefit hereof is to inure to the benefit of
the County and its successors and assigns.
Section 7.12 Attorneys' Fees.
If any lawsuit is commenced to enforce any of the terms of this Agreement, the prevailing
party will have the right to recover its reasonable attorneys' fees and costs of suit from the other
party.
Section 7.13 Severability.
If any term of this Agreement is held by a court of competent jurisdiction to be invalid,
void or unenforceable, the remainder of the provisions will continue in full force and effect
unless the rights and obligations of the parties have been materially altered or abridged by such
invalidation, voiding or unenforceability.
Section 7.14 Force Majeure.
In addition to specific provisions of this Agreement, performance by either party will not
be deemed to be in default where delays or defaults are due to war, insurrection, strikes, lock-
outs, riots, floods, earthquakes, fires, quarantine restrictions, freight embargoes, lack of
transportation, or court order. An extension of time for any cause will be deemed granted if
notice by the party claiming such extension is sent to the other within ten (10) days from the
commencement of the cause and such extension of time is not rejected in writing by the other
party within ten (10) days after receipt of the notice. In no event will the County be required to
agree to cumulative delays in excess of one hundred eighty (180) days.
Section 7.15 County Approval.
The County has authorized the County Director- Department of Conservation and
Development to execute the Loan Documents and deliver such approvals or consents as are
required by this Agreement, and to execute estoppel certificates concerning the status of the
Loan and the existence of Borrower defaults under the Loan Documents.
Section 7.16 Waivers.
Any waiver by the County of any obligation or condition in this Agreement must be in
writing. No waiver will be implied from any delay or failure by the County to take action on any
breach or default of Borrower or to pursue any remedy allowed under this Agreement or
applicable law. Any extension of time granted to Borrower to perform any obligation under this
Agreement does not operate as a waiver or release from any of its obligations under this
Agreement. Consent by the County to any act or omission by Borrower may not be construed to
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be consent to any other or subsequent act or omission or to waive the requirement for the
County's written consent to future waivers.
Section 7.17 Title of Parts and Sections.
Any titles of the sections or subsections of this Agreement are inserted for convenience of
reference only and are to be disregarded in interpreting any part of the Agreement's provisions.
Section 7.18 Entire Understanding of the Parties.
The Loan Documents constitute the entire agreement of the parties with respect to the
Loan.
Section 7.19 Multiple Originals; Counterpart.
This Agreement may be executed in multiple originals, each of which is deemed to be an
original, and may be signed in counterparts.
[Remainder of Page Left Intentionally Blank]
[Signatures on Following Page]
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Signature page
County Loan Agreement
863\106\2280221.4
46
The parties are entering into this Agreement as of the last date set forth below.
COUNTY:
COUNTY OF CONTRA COSTA, a political
subdivision of the State of California
By: ____________________________________
John Kopchik
Director, Department of Conservation and
Development
Date: March ____, 2018
APPROVED AS TO FORM:
SHARON L. ANDERSON
County Counsel
By: ______________________
Kathleen Andrus
Deputy County Counsel
BORROWER:
SP Commons, L.P., a California limited partnership
By: RCD GP III LLC, a California limited
liability company, its general partner
By: Resources for Community
Development, a California nonprofit
public benefit corporation, its sole
member/manager
By:_______________________
Daniel Sawislak, Executive
Director
Date: March_____, 2018
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EXHIBIT A
LEGAL DESCRIPTION OF THE PROPERTY
The land is situated in the State of California, County of Contra Costa, and is described as
follows:
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EXHIBIT B
APPROVED DEVELOPMENT BUDGET
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EXHIBIT C
NEPA MITIGATION REQUIREMENTS
Air Quality (a) (b)
AQ1. Consistent with the BAAQMD’s preferred approach, the project developer shall
ensure that the following measures are included in construction contracts and
specifications to control fugitive dust emissions:
a. Water all active construction areas at least twice daily and more often
during windy periods; active areas adjacent to existing land uses shall be
kept damp at all times, or shall be treated with non -toxic stabilizers or
dust palliatives;
b. Cover all trucks hauling soil, sand, and other loose materials or require all
trucks to maintain at least 2 feet of freeboard.
c. Pave, apply water three times daily, or apply (non -toxic) soil stabilizers on
all unpaved access roads, parking areas and staging areas at construction
sites;
d. Sweep daily (with water sweepers) all paved access roads, parking areas
and staging area at construction sites; water sweepers shall vacuum up
excess water to avoid runoff -related impacts to water quality;
e. Sweep streets daily (preferably with water sweepers) if visible soil
material is carried onto adjacent publi c streets;
f. Hydroseed or apply non -toxic soil stabilizers to inactive construction
areas;
g. Enclose, cover, water twice daily or apply non -toxic soil binders to
exposed stockpiles (dirt, sand, etc.).
h. Limit traffic speeds on unpaved roads to 15 mph;
i. Install sandbags or other erosion control measures to prevent silt runoff
to public roadways; and
j. Suspend excavation and grading activity whenever the wind is so high
that it results in visible dust plumes despite control efforts.
AQ1. The project developer shall ensure that emissions from construction equipment
exhaust, and from workers commuting to the site, are reduced from implementation
City of Walnut
Creek, Building
Division
Contra Costa County –
Dept. of Conservation
& Development
Construction (c)
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of the following measures:
a. Store construction tools on -site in secure facilities to encourage
commuting by transit;
b. Use alternative fueled construction equipment to the fullest extent
possible;
c. Minimize idling time (e.g., 5 -minute maximum);
d. Maintain properly tuned equipment according to equipment
manufacturer’s guidelines; and
e. Limit hours of operation of heavy duty equipment to the hours between
7:00 A.M. and 7:00 P.M. Monday through Friday, and between 8:00 A.M.
and 5:00 P.M. on Saturday, as specified in Walnut Creek Municipal Code
Section 4-6.203.
Contamination and Toxic Substances
CT1.Proper handling and disposal of asbestos and lead -based paint is required during
demolition – see NESHAP Asbestos Survey and Lead Paint Screen by AEI
Consultants and dated April 11, 2016.
City of Walnut
Creek, Building
Division
Contra Costa County –
Dept. of Conservation
& Development
Construction
Endangered Species
ES1. If construction commences anytime during the nesting/breeding season of native
bird species (typically February throu gh August), a qualified biologist must
conduct a preconstruction survey of the project vicinity for nesting/breeding
birds at least 30 days prior to the start of construction activities. The intent of the
survey is to determine if active raptor nests or other species protected by the
Migratory Bird Treaty Act are present within the construction zone or within 250
feet of construction zone for raptors and 50 feet of the construction zone for
other migratory birds. The survey area must include all trees and s hrubs within
zones that have the potential to support nesting birds.
ES2. If active nests are found in the area that could be directly affected or are within
250 feet of construction for raptors and 50 feet for other migratory birds, a no -
City of Walnut
Creek, Building
Division
Contra Costa County –
Dept. of Conservation
& Development
Pre-
Construction
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disturbance buffer zo ne must be created around active nests during the breeding
season or until a qualified biologist determines that all young have fledged. Once
the young have fledged, tree removal and other construction activities may
commence.
Geotechnical
G1. Follow all recommendations in the Geotechnical Engineering Services Report
prepared for the project by Professional Service Industries, Inc. dated Ma y 26, 2016.
City of Walnut
Creek, Building
Division
Contra Costa County –
Dept. of Conservation
& Development
Pre-
Construction
Historic Preservation
CR1. If during project construction activities previously unidentified archeological
resources are discovered, all project activities in the immediate vicinity of the
discovery would be halted and the procedures of 36 CFR Part 800.13(b) and (c) would
be followed. [Paragraph I.A. Inadvertent Archeological Resource Discovery]
CR2. Upon discovery of Native American human remains and associated or unassociated
funerary objects, the City of Walnut Creek shall treat them in accordance with
provisions of California Public Resources Code Section 5097.94, 5097.98, and 5097.99
and the California Health and Safety Code Secti on 7050.5 or as provided in federal
implementing regulations found in 36 CFR 800.13(b)(2). [Paragraph I.B. Treatment of
Native American human remains and cultural properties]
CR3. For any archaeological resources discovered during the excavation and constructio n
phase, all project activities in the immediate vicinity of the discovery would halt.
Procedures of 36 CFR Part 800.13(b) and (c); PRC Sections 5097.94, 5097.98 and
5097.99; and the California Health and Safety Code Section 7050.5 would be
followed, inclu ding calling an archaeologist or paleontologist to evaluate the
materials.
CR4. If paleontological resources were found during site excavation and construction,
work would be halted until a paleontologist could evaluate the nature and
significance of the resour ces. If significant resources were confirmed, the OHP and
the California Department of State Parks would be contacted for further guidance on
documentation and preservation. Protocol for the discovery of paleontological
resources during construction would be the same as that for archaeological
resources: project activities in the immediate vicinity of the discovery would halt, and
City of Walnut
Creek, Building
Division
Contra Costa County –
Dept. of Conservation
& Development
Construction
March 20, 2018 CCC Board of Supevisors Minutes 574
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procedures of 36 CFR Part 800.13(b) and (c); PRC Sections 5097.94, 5097.98 and
5097.99; and the California Health and Safety Cod e Section 7050.5 would be
followed, including calling an archaeologist or paleontologist to evaluate the
materials.
Public Safety – Police Services
PS1. Applicant shall provide the following site security measures at the project as
requested by the Walnut Creek Police Department:
a. Adequate lighting throughout the complex;
b. Video surveillance cameras at access points, on the perimeter, any
anywhere property is stored;
c. Controlled access at entry and exit points;
d. Emergency evacuation plans;
e. An on-site apartment manager.
City of Walnut
Creek, Planning
Division
Contra Costa County –
Dept. of Conservation
& Development
Pre-
Construction
PS2. Applicant shall contact the Walnut Creek Police Department contact for this project,
Lt. Seam Conley, Special Operations Unit, to partner with them on this project, at
their request, to reduce impacts from the project on the neighborhood and Police
services in the area.
City of Walnut
Creek, Planning
Division
Contra Costa County –
Dept. of Conservation
& Development
Pre-
Construction
Stormwater
SW1. Submit a Stormwater Control Plan to the City of Walnut Creek per Municipal Code
9.16- 105 that meets C.3 requirements for development projects. Implement Best
Management Practices (BMPs) and Low Impact Development (LID) measures to
ensure post-development impacts to water quality are minimal.
City of Walnut
Creek, Building
Division
Contra Costa County –
Dept. of Conservation
& Development
Pre-
Construction
Water Supply
WS1. The project sponsor shall comply with Assembly Bill 325, “Model Water Efficiency
Landscape Ordinance” (Division 2, Title 23, California Code of Regulation, Chapter
2.7, Sections 490 through 495), as a req uirement of the provision of potable water to
City of Walnut
Creek, Building
Division
Contra Costa County –
Dept. of Conservation
& Development
Pre-
Construction
March 20, 2018 CCC Board of Supevisors Minutes 575
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the development by EBMUD.
March 20, 2018 CCC Board of Supevisors Minutes 576
TABLE OF CONTENTS
Page
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ARTICLE 1 DEFINITIONS AND EXHIBITS ............................................................................2
Section 1.1 Definitions................................................................................................... 2
Section 1.2 Exhibits ..................................................................................................... 11
ARTICLE 2 LOAN PROVISIONS ............................................................................................11
Section 2.1 Loan. ......................................................................................................... 11
Section 2.2 Interest....................................................................................................... 11
Section 2.3 Use of Loan Funds. ................................................................................... 11
Section 2.4 Security. .................................................................................................... 11
Section 2.5 Subordination. ........................................................................................... 12
Section 2.6 Conditions Precedent to Disbursement of Loan Funds for
Construction. ............................................................................................. 13
Section 2.7 Conditions Precedent to Disbursement of Retention. ............................... 15
Section 2.8 Repayment Schedule................................................................................. 16
Section 2.9 Reports and Accounting of Residual Receipts.......................................... 17
Section 2.10 Non-Recourse............................................................................................ 18
ARTICLE 3 CONSTRUCTION OF THE IMPROVEMENTS .................................................19
Section 3.1 Permits and Approvals. ............................................................................. 19
Section 3.2 Bid Package............................................................................................... 19
Section 3.3 Construction Contract. .............................................................................. 19
Section 3.4 Construction Bonds................................................................................... 20
Section 3.5 Commencement of Construction. ............................................................. 20
Section 3.6 Completion of Construction...................................................................... 20
Section 3.7 Changes; Construction Pursuant to Plans and Laws. ................................ 20
Section 3.8 Prevailing Wages. ..................................................................................... 21
Section 3.9 Accessibility.............................................................................................. 23
Section 3.10 Relocation. ................................................................................................ 23
Section 3.11 Equal Opportunity..................................................................................... 24
Section 3.12 Minority and Women-Owned Contractors. .............................................. 24
Section 3.13 Progress Reports. ...................................................................................... 24
Section 3.14 Construction Responsibilities. .................................................................. 24
Section 3.15 Mechanics Liens, Stop Notices, and Notices of Completion.................... 24
Section 3.16 Inspections. ............................................................................................... 25
Section 3.17 Approved Development Budget; Revisions to Budget. ............................ 25
Section 3.18 Developer Fee. .......................................................................................... 25
Section 3.19 Partnership/Asset Fee................................................................................ 26
Section 3.20 NEPA Mitigation Requirements. .............................................................. 26
ARTICLE 4 LOAN REQUIREMENTS.....................................................................................26
Section 4.1 Match Requirement................................................................................... 26
Section 4.2 Reserve Accounts...................................................................................... 26
Section 4.3 Financial Accountings and Post-Completion Audits. ............................... 27
Section 4.4 Approval of Annual Operating Budget. .................................................... 27
Section 4.5 Information................................................................................................ 27
Section 4.6 County Audits. .......................................................................................... 27
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Section 4.7 Hazardous Materials. ................................................................................ 28
Section 4.8 Maintenance; Damage and Destruction. ................................................... 30
Section 4.9 Fees and Taxes. ......................................................................................... 30
Section 4.10 Notice of Litigation. .................................................................................. 31
Section 4.11 Operation of Development as Affordable Housing. ................................. 31
Section 4.12 Nondiscrimination..................................................................................... 31
Section 4.13 Transfer. .................................................................................................... 31
Section 4.14 Insurance Requirements. ........................................................................... 33
Section 4.15 Covenants Regarding Approved Financing and Partnership
Agreement. ................................................................................................ 34
Section 4.16 Covenants Regarding the Ground Lease................................................... 34
ARTICLE 5 REPRESENTATIONS AND WARRANTIES OF BORROWER ........................35
Section 5.1 Representations and Warranties................................................................ 35
Section 5.2 Organization.............................................................................................. 35
Section 5.3 Authority of Borrower. ............................................................................. 35
Section 5.4 Authority of Persons Executing Documents. ............................................ 36
Section 5.5 Valid Binding Agreements. ...................................................................... 36
Section 5.6 No Breach of Law or Agreement. ............................................................. 36
Section 5.7 Compliance with Laws; Consents and Approvals. ................................... 36
Section 5.8 Pending Proceedings. ................................................................................ 36
Section 5.9 Title to Land.............................................................................................. 36
Section 5.10 Financial Statements. ................................................................................ 37
Section 5.11 Sufficient Funds. ....................................................................................... 37
Section 5.12 Taxes. ........................................................................................................ 37
Section 5.13 Hazardous Materials. ................................................................................ 37
Section 5.14 Compliance with the Ground Lease.......................................................... 37
ARTICLE 6 DEFAULT AND REMEDIES...............................................................................38
Section 6.1 Events of Default. ..................................................................................... 38
Section 6.2 Failure to Construct................................................................................... 38
Section 6.3 Failure to Make Payment. ......................................................................... 38
Section 6.4 Failure to Submit Plans. ............................................................................ 38
Section 6.5 Breach of Covenants. ................................................................................ 38
Section 6.6 Default Under Other Loans....................................................................... 38
Section 6.7 Insolvency. ................................................................................................ 38
Section 6.8 Assignment; Attachment........................................................................... 38
Section 6.9 Suspension; Termination. ......................................................................... 39
Section 6.10 Liens on the Development. ....................................................................... 39
Section 6.11 Condemnation. .......................................................................................... 39
Section 6.12 Unauthorized Transfer. ............................................................................. 39
Section 6.13 Representation or Warranty Incorrect....................................................... 39
Section 6.14 Ground Lease Default. .............................................................................. 39
Section 6.15 Ground Lease Termination. ...................................................................... 39
Section 6.16 Ap plicability to General Partner. .............................................................. 39
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Section 6.17 Remedies. .................................................................................................. 39
Section 6.18 Acceleration of Note. ................................................................................ 39
Section 6.19 Specific Performance. ............................................................................... 40
Section 6.20 Right to Cure at Borrower's Expense. ....................................................... 40
Section 6.21 Right of Contest. ....................................................................................... 40
Section 6.22 Remedies Cumulative. .............................................................................. 40
Section 6.23 Notice and Cure Rights of Limited Partner. ............................................. 40
ARTICLE 7 GENERAL PROVISIONS ....................................................................................41
Section 7.1 Relationship of Parties. ............................................................................. 41
Section 7.2 No Claims. ................................................................................................ 41
Section 7.3 Amendments. ............................................................................................ 41
Section 7.4 Indemnification. ........................................................................................ 41
Section 7.5 Non-Liability of County Officials, Employees and Agents...................... 42
Section 7.6 Third Party Beneficiaries. ......................................................................... 42
Section 7.7 Discretion Retained By County. ............................................................... 42
Section 7.8 Conflict of Interest. ................................................................................... 42
Section 7.9 Notices, Demands and Communications. ................................................. 43
Section 7.10 Applicable Law. ........................................................................................ 43
Section 7.11 Parties Bound. ........................................................................................... 44
Section 7.12 Attorneys' Fees. ......................................................................................... 44
Section 7.13 Severability. .............................................................................................. 44
Section 7.14 Force Majeure. .......................................................................................... 44
Section 7.15 County Approval....................................................................................... 44
Section 7.16 Waivers. .................................................................................................... 44
Section 7.17 Title of Parts and Sections. ....................................................................... 45
Section 7.18 Entire Understanding of the Parties. ......................................................... 45
Section 7.19 Multiple Originals; Counterpart................................................................ 45
EXHIBIT A Legal Description of the Property
EXHIBIT B Approved Development Budget
EXHIBIT C NEPA Mitigation Requirements
March 20, 2018 CCC Board of Supevisors Minutes 579
863\106\2280221.4
HOPWA AND HOME LOAN AGREEMENT
Between
COUNTY OF CONTRA COSTA
And
SP COMMONS, L.P.
St. Paul's Commons
dated March 1, 2018
March 20, 2018 CCC Board of Supevisors Minutes 580
863\106\2282245.4 1
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
Contra Costa County
Department of Conservation and Development
30 Muir Road
Martinez, CA 94553
Attn: Assistant Deputy Director
No fee for recording pursuant to
Government Code Section 27383
LEASEHOLD DEED OF TRUST WITH ASSIGNMENT OF RENTS,
SECURITY AGREEMENT, AND FIXTURE FILING
(St. Paul's Commons)
THIS LEASEHOLD DEED OF TRUST WITH ASSIGNMENT OF RENTS,
SECURITY AGREEMENT, AND FIXTURE FILING ("Deed of Trust") is made as of March 1,
2018, by and among SP Commons, L.P., a California limited partnership ("Trustor"), North
American Title Company, a California corporation ("Trustee"), and the County of Contra Costa,
a political subdivision of the State of California ("Beneficiary").
FOR GOOD AND VALUABLE CONSIDERATION, including the indebtedness herein
recited and the trust herein created, the receipt of which is hereby acknowledged, Trustor hereby
irrevocably grants, transfers, conveys and assigns to Trustee, IN TRUST, WITH POWER OF
SALE, for the benefit and security of Beneficiary, under and subject to the terms and conditions
hereinafter set forth, Trustor's leasehold interest in the property located in the County of Contra
Costa, State of California, that is described in the attached Exhibit A, incorporated herein by this
reference, as created pursuant to that certain Ground Lease defined below (the "Property").
TOGETHER WITH all interest, estates or other claims, both in law and in equity which
Trustor now has or may hereafter acquire in the Property and the rents;
TOGETHER WITH all easements, rights-of-way and rights used in connection therewith
or as a means of access thereto, including (without limiting the generality of the foregoing) all
tenements, hereditaments and appurtenances thereof and thereto;
TOGETHER WITH any and all buildings and improvements of every kind and
description now or hereafter erected thereon, and all property of Trustor now or hereafter affixed
to or placed upon the Property;
TOGETHER WITH all building materials and equipment now or hereafter delivered to
said property and intended to be installed therein;
TOGETHER WITH all right, title and interest of Trustor, now owned or hereafter
acquired, in and to any land lying within the right-of-way of any street, open or proposed,
March 20, 2018 CCC Board of Supevisors Minutes 581
863\106\2282245.4 2
adjoining the Property, and any and all sidewalks, alleys and strips and areas of land adjacent to
or used in connection with the Property;
TOGETHER WITH all estate, interest, right, title, other claim or demand, of every
nature, in and to such property, including the Property, both in law and in equity, including, but
not limited to, all deposits made with or other security given by Trustor to utility companies, the
proceeds from any or all of such property, including the Property, claims or demands with
respect to the proceeds of insurance in effect with respect thereto, which Trustor now has or may
hereafter acquire, any and all awards made for the taking by eminent domain or by any
proceeding or purchase in lieu thereof of the whole or any part of such property, including
without limitation, any awards resulting from a change of grade of streets and awards for
severance damages to the extent Beneficiary has an interest in such awards for taking as
provided in Paragraph 4.1 herein;
TOGETHER WITH all of Trustor's interest in all articles of personal property or fixtures
now or hereafter attached to or used in and about the building or buildings now erected or
hereafter to be erected on the Property which are necessary to the complete and comfortable use
and occupancy of such building or buildings for the purposes for which they were or are to be
erected, including all other goods and chattels and personal property as are ever used or
furnished in operating a building, or the activities conducted therein, similar to the one herein
described and referred to, and all renewals or replacements thereof or articles in substitution
therefor, whether or not the same are, or will be, attached to said building or buildings in any
manner; and
TOGETHER WITH all of Trustor's interest in all building materials, fixtures, equipment,
work in process and other personal property to be incorporated into the Property; all goods,
materials, supplies, fixtures, equipment, machinery, furniture and furnishings, signs and other
personal property now or hereafter appropriated for use on the Property, whether stored on the
Property or elsewhere, and used or to be used in connection with the Property; all rents, issues
and profits, and all inventory, accounts, accounts receivable, contract rights, general intangibles,
chattel paper, instruments, documents, notes drafts, letters of credit, insurance policies, insurance
and condemnation awards and proceeds, trade names, trademarks and service marks arising from
or related to the Property and any business conducted thereon by Trustor; all replacements,
additions, accessions and proceeds; and all books, records and files relating to any of the
foregoing.
All of the foregoing, together with the Property, is herein referred to as the "Security."
To have and to hold the Security together with acquittances to the Trustee, its successors and
assigns forever.
FOR THE PURPOSE OF SECURING THE FOLLOWING OBLIGATIONS (together,
the "Secured Obligations"):
A. Payment to Beneficiary of all sums at any time owing under or in connection with
(i) the Note (defined in Section 1.8 below) until paid in full or cancelled, and (ii) any other
amounts owing under the Loan Documents (defined in Section 1.7 below). Principal and other
payments are due and payable as provided in the Note or other Loan Documents, as applicable.
March 20, 2018 CCC Board of Supevisors Minutes 582
863\106\2282245.4 3
The Note and all its terms are incorporated herein by reference, and this conveyance secures any
and all extensions thereof, however evidenced;
B. Payment of any sums advanced by Beneficiary to protect the Security pursuant to
the terms and provisions of this Deed of Trust following a breach of Trustor's obligation to
advance said sums and the expiration of any applicable cure period, with interest thereon as
provided herein;
C. Performance of every obligation, covenant or agreement of Trustor contained
herein and in the Loan Documents; and
D. All modifications, extensions and renewals of any of the Secured Obligations
(including without limitation, (i) modifications, extensions or renewals at a different rate of
interest, or (ii) deferrals or accelerations of the required principal payment dates or interest
payment dates or both, in whole or in part), however evidenced, whether or not any such
modification, extension or renewal is evidenced by a new or additional promissory note or notes.
AND TO PROTECT THE SECURITY OF THIS DEED OF TRUST, TRUSTOR
COVENANTS AND AGREES:
ARTICLE 1
DEFINITIONS
In addition to the terms defined elsewhere in this Deed of Trust, the following terms have
the following meanings in this Deed of Trust:
Section 1.1 The term "Default Rate" means the lesser of the maximum rate permitted
by law and ten percent (10%) per annum.
Section 1.2 The term "Ground Lease" means that certain Ground Lease Agreement
dated March _____, 2018, by and between Trustor as lessee and Ground Lessor pertaining to the
Property.
Section 1.3 The term "Ground Lessor" means St. Paul’s Episcopal Church in Walnut
Creek, California.
Section 1.4 The term "Intercreditor Agreement" means that certain Intercreditor
Agreement of even date herewith, among Trustor, Beneficiary, and the City of Walnut Creek.
Section 1.5 The term "Loan" means the loan made by Beneficiary to Trustor in the
amount of Two Million Eight Hundred Seventy-Four Thousand Six Hundred Eighty-One Dollars
($2,874,681).
Section 1.6 The term "Loan Agreement" means that certain HOME and HOPWA
Loan Agreement between Trustor and Beneficiary, of even date herewith, as such may be
amended from time to time, providing for the Beneficiary to loan to Trustor Two Million Eight
Hundred Seventy-Four Thousand Six Hundred Eighty-One Dollars ($2,874,681).
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Section 1.7 The term "Loan Documents" means this Deed of Trust, the Note, the Loan
Agreement, the Intercreditor Agreement, and the Regulatory Agreement, and any other
agreements, debt, loan or security instruments between Trustor and Beneficiary relating to the
Loan.
Section 1.8 The term "Note" means the promissory note in the principal amount of
Two Million Eight Hundred Seventy-Four Thousand Six Hundred Eighty-One Dollars
($2,874,681) of even date herewith, executed by Trustor in favor of Beneficiary, as it may be
amended or restated, the payment of which is secured by this Deed of Trust. The terms and
provisions of the Note are incorporated herein by reference.
Section 1.9 The term "Principal" means the amounts required to be paid under the
Note.
Section 1.10 The term "Regulatory Agreement" means collectively, the County
Regulatory Agreement and Declaration of Restrictive Covenants, and HOME/ HOPWA
Regulatory Agreement and Declaration of Restrictive Covenants, both of even date herewith by
and between Beneficiary and Trustor.
ARTICLE 2
MAINTENANCE AND MODIFICATION OF THE PROPERTY
AND SECURITY
Section 2.1 Maintenance and Modification of the Property by Trustor.
The Trustor agrees that at all times prior to full payment and performance of the Secured
Obligations, the Trustor will, at the Trustor's own expense, maintain, preserve and keep the
Security or cause the Security to be maintained and preserved in good condition. The Trustor
will from time to time make or cause to be made all repairs, replacements and renewals deemed
proper and necessary by it. The Beneficiary has no responsibility in any of these matters or for
the making of improvements or additions to the Security.
Trustor agrees to pay fully and discharge (or cause to be paid fully and discharged) all
claims for labor done and for material and services furnished in connection with the Security,
diligently to file or procure the filing of a valid notice of cessation upon the event of a cessation
of labor on the work or construction on the Security for a continuous period of thirty (30) days or
more, and to take all other reasonable steps to forestall the assertion of claims of lien against the
Security or any part thereof. Trustor irrevocably appoints, designates and authorizes Beneficiary
as its agent (said agency being coupled with an interest) with the authority, but without any
obligation, to file for record any notices of completion or cessation of labor or any other notice
that Beneficiary deems necessary or desirable to protect its interest in and to the Security or the
Loan Documents; provided, however, that Beneficiary exercises its rights as agent of Trustor
only in the event that Trustor fails to take, or fails to diligently continue to take, those actions as
hereinbefore provided.
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Upon demand by Beneficiary, Trustor shall make or cause to be made such demands or
claims as Beneficiary specifies upon laborers, materialmen, subcontractors or other persons who
have furnished or claim to have furnished labor, services or materials in connection with the
Security. Nothing herein contained requires Trustor to pay any claims for labor, materials or
services which Trustor in good faith disputes and is diligently contesting provided that Trustor
shall, within thirty (30) days after the filing of any claim of lien, record in the Office of the
Recorder of Contra Costa County, a surety bond in an amount 1 and 1/2 times the amount of
such claim item to protect against a claim of lien.
Section 2.2 Granting of Easements.
Trustor may not grant easements, licenses, rights-of-way or other rights or privileges in
the nature of easements with respect to any property or rights included in the Security except
those required or desirable for installation and maintenance of public utilities including, without
limitation, water, gas, electricity, sewer, telephone and telegraph, or those required by law, and
as approved, in writing, by Beneficiary.
Section 2.3 Assignment of Rents.
As part of the consideration for the indebtedness evidenced by the Note, Trustor hereby
absolutely and unconditionally assigns and transfers to Beneficiary all the rents and revenues of
the Property including those now due, past due, or to become due by virtue of any lease or other
agreement for the occupancy or use of all or any part of the Property, regardless of to whom the
rents and revenues of the Property are payable, subject to the rights of senior lenders that are
approved by the Beneficiary pursuant to the Loan Agreement. Trustor hereby authorizes
Beneficiary or Beneficiary's agents to collect the aforesaid rents and revenues and hereby directs
each tenant of the Property to pay such rents to Beneficiary or Beneficiary's agents; provided,
however, that prior to written notice given by Beneficiary to Trustor of the breach by Trustor of
any covenant or agreement of Trustor in the Loan Documents, Trustor shall collect and receive
all rents and revenues of the Property as trustee for the benefit of Beneficiary and Trustor to
apply the rents and revenues so collected to the Secured Obligations with the balance, so long as
no such breach has occurred and is continuing, to the account of Trustor, it being intended by
Trustor and Beneficiary that this assignment of rents constitutes an absolute assignment and not
an assignment for additional security only. Upon delivery of written notice by Beneficiary to
Trustor of the breach by Trustor of any covenant or agreement of Trustor in the Loan
Documents, and without the necessity of Beneficiary entering upon and taking and maintaining
full control of the Property in person, by agent or by a court-appointed receiver, Beneficiary shall
immediately be entitled to possession of all rents and revenues of the Property as specified in this
Section 2.3 as the same becomes due and payable, including but not limited to, rents then due
and unpaid, and all such rents will immediately upon delivery of such notice be held by Trustor
as trustee for the benefit of Beneficiary only; provided, however, that the written notice by
Beneficiary to Trustor of the breach by Trustor contains a statement that Beneficiary exercises its
rights to such rents. Trustor agrees that commencing upon delivery of such written notice of
Trustor's breach by Beneficiary to Trustor, each tenant of the Property shall make such rents
payable to and pay such rents to Beneficiary or Beneficiary's agents on Beneficiary's written
demand to each tenant therefor, delivered to each tenant personally, by mail or by delivering
March 20, 2018 CCC Board of Supevisors Minutes 585
863\106\2282245.4 6
such demand to each rental unit, without any liability on the part of said tenant to inquire further
as to the existence of a default by Trustor.
Trustor hereby covenants that Trustor has not executed any prior assignment of said
rents, other than as security to senior lenders, that Trustor has not performed, and will not
perform, any acts or has not executed and will not execute, any instrument which would prevent
Beneficiary from exercising its rights under this Section 2.3, and that at the time of execution of
this Deed of Trust, there has been no anticipation or prepayment of any of the rents of the
Property for more than two (2) months prior to the due dates of such rents. Trustor covenants
that Trustor will not hereafter collect or accept payment of any rents of the Property more than
two (2) months prior to the due dates of such rents. Trustor further covenants that, so long as the
Secured Obligations are outstanding, Trustor will execute and deliver to Beneficiary such further
assignments of rents and revenues of the Property as Beneficiary may from time to time request.
Upon Trustor's breach of any covenant or agreement of Trustor in the Loan Documents,
Beneficiary may in person, by agent or by a court-appointed receiver, regardless of the adequacy
of Beneficiary's security, enter upon and take and maintain full control of the Property in order to
perform all acts necessary and appropriate for the operation and maintenance thereof including,
but not limited to, the execution, cancellation or modification of leases, the collection of all rents
and revenues of the Property, the making of repairs to the Property and the execution or
termination of contracts providing for the management or maintenance of the Property, all on
such terms as are deemed best to protect the security of this Deed of Trust. In the event
Beneficiary elects to seek the appointment of a receiver for the Property upon Trustor's breach of
any covenant or agreement of Trustor in this Deed of Trust, Trustor hereby expressly consents to
the appointment of such receiver. Beneficiary or the receiver will be entitled to receive a
reasonable fee for so managing the Property.
All rents and revenues collected subsequent to delivery of written notice by Beneficiary
to Trustor of the breach by Trustor of any covenant or agreement of Trustor in the Loan
Documents are to be applied first to the costs, if any, of taking control of and managing the
Property and collecting the rents, including, but not limited to, attorney's fees, receiver's fees,
premiums on receiver's bonds, costs of repairs to the Property, premiums on insurance policies,
taxes, assessments and other charges on the Property, and the costs of discharging any obligation
or liability of Trustor as lessor or landlord of the Property and then to the sums secured by this
deed of Trust. Beneficiary or the receiver is to have access to the books and records used in the
operation and maintenance of the Property and will be liable to account only for those rents
actually received. Beneficiary is not liable to Trustor, anyone claiming under or through Trustor
or anyone having an interest in the Property by reason of anything done or left undone by
Beneficiary under this Section 2.3.
If the rents of the Property are not sufficient to meet the costs, if any, of taking control of
and managing the Property and collecting the rents, any funds expended by Beneficiary for such
purposes will become part of the Secured Obligations pursuant to Section 3.3 hereof. Unless
Beneficiary and Trustor agree in writing to other terms of payment, such amounts are payable by
Trustor to Beneficiary upon notice from Beneficiary to Trustor requesting payment thereof and
will bear interest from the date of disbursement at the rate stated in Section 3.3.
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If the Beneficiary or the receiver enters upon and takes and maintains control of the
Property, neither that act nor any application of rents as provided herein will cure or waive any
default under this Deed of Trust or invalidate any other right or remedy available to Beneficiary
under applicable law or under this Deed of Trust. This assignment of rents of the Property will
terminate at such time as this Deed of Trust ceases to secure the Secured Obligations.
ARTICLE 3
TAXES AND INSURANCE; ADVANCES
Section 3.1 Taxes, Other Governmental Charges and Utility Charges.
Trustor shall pay, or cause to be paid, prior to the date of delinquency, all taxes,
assessments, charges and levies imposed by any public authority or utility company that are or
may become a lien affecting the Security or any part thereof; provided, however, that Trustor is
not required to pay and discharge any such tax, assessment, charge or levy so long as (a) the
legality thereof is promptly and actively contested in good faith and by appropriate proceedings,
and (b) Trustor maintains reserves adequate to pay any liabilities contested pursuant to this
Section 3.1. With respect to taxes, special assessments or other similar governmental charges,
Trustor shall pay such amount in full prior to the attachment of any lien therefor on any part of
the Security; provided, however, if such taxes, assessments or charges can be paid in
installments, Trustor may pay in such installments. Except as provided in clause (b) of the first
sentence of this paragraph, the provisions of this Section 3.1 may not be construed to require that
Trustor maintain a reserve account, escrow account, impound account or other similar account
for the payment of future taxes, assessments, charges and levies.
In the event that Trustor fails to pay any of the items required by this Section to be paid
by Trustor, Beneficiary may (but is under no obligation to) pay the same, after the Beneficiary
has notified the Trustor of such failure to pay and the Trustor fails to fully pay such items within
seven (7) business days after receipt of such notice. Any amount so advanced therefor by
Beneficiary, together with interest thereon from the date of such advance at the maximum rate
permitted by law, will become part of the Secured Obligations secured hereby, and Trustor
agrees to pay all such amounts.
Section 3.2 Provisions Respecting Insurance.
Trustor agrees to provide insurance conforming in all respects to that required under the
Loan Documents during the course of construction and following completion, and at all times
until all amounts secured by this Deed of Trust have been paid, all Secured Obligations secured
hereunder have been fulfilled, and this Deed of Trust has been reconveyed.
All such insurance policies and coverages are to be maintained at Trustor's sole cost and
expense. Certificates of insurance for all of the above insurance policies, showing the same to be
in full force and effect, are to be delivered to the Beneficiary upon demand therefor at any time
prior to Trustor's satisfaction of the Secured Obligations.
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Section 3.3 Advances.
In the event the Trustor fails to maintain the full insurance coverage required by this
Deed of Trust or fails to keep the Security in accordance with the Loan Documents, the
Beneficiary, after at least seven (7) days prior notice to Trustor, may (but is under no obligation
to) (i) take out the required policies of insurance and pay the premiums on the same, and (ii)
make any repairs or replacements that are necessary and provide for payment thereof. All
amounts so advanced by the Beneficiary will become part of the Secured Obligations (together
with interest as set forth below) and will be secured hereby, which amounts the Trustor agrees to
pay on the demand of the Beneficiary, and if not so paid, will bear interest from the date of the
advance at the Default Rate.
ARTICLE 4
DAMAGE, DESTRUCTION OR CONDEMNATION
Section 4.1 Awards and Damages.
Subject to the rights of senior lenders, all judgments, awards of damages, settlements and
compensation made in connection with or in lieu of (1) the taking of all or any part of or any
interest in the Property by or under assertion of the power of eminent domain, (2) any damage to
or destruction of the Property or any part thereof by insured casualty, and (3) any other injury or
damage to all or any part of the Property (collectively, the "Funds") are hereby assigned to and
are to be paid to the Beneficiary by a check made payable to the Beneficiary. The Beneficiary is
authorized and empowered (but not required) to collect and receive any Funds and is authorized
to apply them in whole or in part to any indebtedness or obligation secured hereby, in such order
and manner as the Beneficiary determines at its sole option, subject to the provisions of Section
4.8 of the Loan Agreement regarding restoration of improvements following damage or
destruction. The Beneficiary is entitled to settle and adjust all claims under insurance policies
provided under this Deed of Trust and may deduct and retain from the proceeds of such
insurance the amount of all expenses incurred by it in connection with any such settlement or
adjustment. Application of all or any part of the Funds collected and received by the Beneficiary
or the release thereof will not cure or waive any default under this Deed of Trust.
ARTICLE 5
AGREEMENTS AFFECTING THE PROPERTY; FURTHER
ASSURANCES; PAYMENT OF PRINCIPAL AND INTEREST
Section 5.1 Other Agreements Affecting Property.
Trustor shall duly and punctually perform all terms, covenants, conditions and
agreements binding upon it under the Loan Documents and any other agreement of any nature
whatsoever now or hereafter involving or affecting the Security or any part thereof.
Section 5.2 Agreement to Pay Attorneys' Fees and Expenses.
In the event of any Event of Default (as defined in Section 7.1) hereunder, and if the
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Beneficiary employs attorneys or incurs other expenses for the collection of amounts due
hereunder or the enforcement of performance or observance of an obligation or agreement on the
part of the Trustor in this Deed of Trust, the Trustor agrees that it will, on demand therefor, pay
to the Beneficiary the reasonable fees of such attorneys and such other reasonable expenses so
incurred by the Beneficiary. Any such amounts paid by the Beneficiary will be added to the
Secured Obligations, and will bear interest from the date such expenses are incurred at the
Default Rate.
Section 5.3 Payment of the Principal.
The Trustor shall pay to the Beneficiary the Principal and any other payments as set forth
in the Note in the amounts and by the times set out therein.
Section 5.4 Personal Property.
To the maximum extent permitted by law, the personal property subject to this Deed of
Trust is deemed to be fixtures and part of the real property and this Deed of Trust constitutes a
fixtures filing under the California Commercial Code. As to any personal property not deemed
or permitted to be fixtures, this Deed of Trust constitutes a security agreement under the
California Commercial Code.
Section 5.5 Financing Statement.
The Trustor shall execute and deliver to the Beneficiary such financing statements
pursuant to the appropriate statutes, and any other documents or instruments as are required to
convey to the Beneficiary a valid perfected security interest in the Security. The Trustor shall
perform all acts that the Beneficiary reasonably requests so as to enable the Beneficiary to
maintain a valid perfected security interest in the Security in order to secure the payment of the
Note in accordance with its terms. The Beneficiary is authorized to file a copy of any such
financing statement in any jurisdiction(s) as it deems appropriate from time to time in order to
protect the security interest established pursuant to this instrument.
Section 5.6 Operation of the Security.
The Trustor shall operate the Security (and, in case of a transfer of a portion of the
Security subject to this Deed of Trust, the transferee shall operate such portion of the Security) in
full compliance with the Loan Documents.
Section 5.7 Inspection of the Security.
At any and all reasonable times upon seventy-two (72) hours' notice, the Beneficiary and
its duly authorized agents, attorneys, experts, engineers, accountants and representatives, may
inspect the Security, without payment of charges or fees.
Section 5.8 Nondiscrimination.
The Trustor herein covenants by and for itself, its heirs, executors, administrators, and
assigns, and all persons claiming under or through them, that there will be no discrimination
against or segregation of, any person or group of persons on account of race, color, creed,
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religion, age, sex, sexual orientation, marital status, national origin or ancestry in the sale, lease,
sublease, transfer, use, occupancy, tenure or enjoyment of the Security, nor will the Trustor itself
or any person claiming under or through it establish or permit any such practice or practices of
discrimination or segregation with reference to the selection, location, number, use or occupancy
of tenants, lessees, subtenants, sublessees or vendees in the Security. The foregoing covenants
run with the land.
Section 5.9 Ground Lease Covenants.
Trustor hereby represents, warrants, covenants and agrees that:
(a) This Deed of Trust is duly executed and delivered in conformity with, and
does not violate or breach any term of covenant of, the Ground Lease.
(b) Trustor will not do or permit to be done or omit to do or permit the
omission of any act, which would impair the security of this Deed of Trust, or would constitute
grounds for the termination of the Ground Lease or would entitle the Ground Lessor to declare a
forfeiture or termination of the Ground Lease.
(c) Trustor will not, without the prior written consent of Beneficiary
terminate, materially modify or surrender or suffer or permit any termination, material
modification or surrender of the Ground Lease.
(d) Trustor will not consent to any waiver of Ground Lessor's obligations
under the Ground Lease, nor to the subordination of the Ground Lease to any mortgage of the fe e
interest of the Ground Lessor.
(e) Trustor will not acquire the fee interest in the Property under the Ground
Lease without the express prior written approval of Beneficiary. In the event that Trustor
acquires such fee title to the Property, such interest shall be deemed to be subject to and covered
by this Deed of Trust, and in confirmation thereof, Trustor shall promptly: (i) provide
Beneficiary with notice of such further title interest of Trustor to the Property and (ii) execute,
acknowledge, and deliver such other and further instruments, documents, and agreements as
may be reasonably required by Beneficiary to ratify, confirm, re-affirm, and perfect
Beneficiary’s interest in such Property, including without limitation, any additional mortgage or
amendment requested by Beneficiary to confirm Trustor's right, title and interest in and to the fee
title of Trustor to the Property. Without the express prior written approval of Beneficiary, there
shall be no merger of the leasehold estate created by the Ground Lease with the fee estate of the
Property, and Trustor's leasehold estate created by the Ground Lease shall not merge, but shall
always remain separate and distinct, notwithstanding any union of such estates in Ground Lessor,
Beneficiary, or Trustor by purchase, operation of Law, or otherwise. In the event that
Beneficiary shall acquire such fee title and leasehold estate by foreclosure of this Deed of Trust
(or by conveyance or assignment in lieu thereof) or otherwise, then such estates shall not merge
as a result thereof but shall remain separate and distinct for all purposes after such acquisition
unless and until Beneficiary elects in writing to merge such estate.
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ARTICLE 6
HAZARDOUS WASTE
Trustor shall keep and maintain the Property (including, but not limited to, soil and
ground water conditions) in compliance with all Hazardous Materials Laws and shall not cause
or permit the Property to be in violation of any Hazardous Materials Law (defined below).
Trustor may not cause or permit the use, generation, manufacture, storage or disposal of on,
under, or about the Property or transportation to or from the Property of (i) any substance,
material, or waste that is petroleum, petroleum-related, or a petroleum by-product, asbestos or
asbestos-containing material, polychlorinated biphenyls, flammable, explosive, radioactive, freon
gas, radon, or a pesticide, herbicide, or any other agricultural chemical, and (ii) any waste,
substance or material defined as or included in the definition of "hazardous substances,"
"hazardous wastes," "hazardous materials," "toxic materials", "toxic waste", "toxic substances,"
or words of similar import under any Hazardous Materials Law (collectively referred to
hereinafter as "Hazardous Materials"), except such of the foregoing as may be customarily used
in construction or operation of a multi-family residential development.
Trustor shall immediately advise Beneficiary in writing if at any time it receives written
notice of: (i) any and all enforcement, cleanup, removal or other governmental or regulatory
actions instituted, completed or threatened against Trustor or the Property pursuant to any
applicable federal, state or local laws, ordinances, or regulations relating to any Hazardous
Materials, health, industrial hygiene, environmental conditions, or the regulation or protection of
the environment, and all amendments thereto as of this date and to be added in the future and any
successor statute or rule or regulation promulgated thereto ("Hazardous Materials Law"); (ii) all
claims made or threatened by any third party against Trustor or the Property relating to damage,
contribution, cost recovery compensation, loss or injury resulting from any Hazardous Materials
(the matters set forth in clauses (i) and (ii) above are hereinafter referred to as "Hazardous
Materials Claims"); and (iii) Trustor's discovery of any occurrence or condition on any real
property adjoining or in the vicinity of the Property that could cause the Property or any part
thereof to be classified as "border-zone property" (as defined in California Health and Safety
Code Section 25117.4) under the provision of California Health and Safety Code Section 25220
et seq., or any regulation adopted in accordance therewith, or to be otherwise subject to any
restrictions on the ownership, occupancy, transferability or use of the Property under any
Hazardous Materials Law.
Beneficiary has the right to join and participate in, as a party if it so elects, and be
represented by counsel acceptable to Beneficiary (or counsel of its own choice if a conflict exists
with Trustor) in, any legal proceedings or actions initiated in connection with any Hazardous
Materials Claims, and to have its reasonable attorneys' fees in connection therewith paid by
Trustor.
Trustor shall indemnify and hold harmless Beneficiary and its boardmembers, directors,
officers, employees, agents, successors and assigns from and against any loss, damage, cost, fine,
penalty, judgment, award, settlement, expense or liability, directly or indirectly arising out of or
attributable to: (i) any actual or alleged past or present violation of any Hazardous Materials
Law; (ii) any Hazardous Materials Claim; (iii) any actual or alleged past or present use,
generation, manufacture, storage, release, threatened release, discharge, disposal, transportation,
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or presence of Hazardous Materials on, under, or about the Property; (iv) any investigation,
cleanup, remediation, removal, or restoration work of site conditions of the Property relating to
Hazardous Materials (whether on the Property or any other property); and (v) the breach of any
representation of warranty by or covenant of Trustor in this Article, and Section 5.1(l) of the
Loan Agreement. Such indemnity must include, without limitation: (x) all consequential
damages; (y) the costs of any required or necessary investigation, repair, cleanup or
detoxification of the Property and the preparation and implementation of any closure, remedial or
other required plans; and (z) all reasonable costs and expenses incurred by Beneficiary in
connection with clauses (x) and (y), including but not limited to reasonable attorneys' fees and
consultant fees. This indemnification applies whether or not any government agency has issued
a cleanup order. Losses, claims, costs, suits, liability, and expenses covered by this
indemnification provision include, but are not limited to: (1) losses attributable to diminution in
the value of the Property; (2) loss or restriction of use of rentable space on the Property; (3)
adverse effect on the marketing of any rental space on the Property; and (4) penalties and fines
levied by, and remedial or enforcement actions of any kind issued by any regulatory agency
(including but not limited to the costs of any required testing, remediation, repair, removal,
cleanup or detoxification of the Property and surrounding properties). This obligation to
indemnify will survive reconveyance of this Deed of Trust and will not be diminished or affected
in any respect as a result of any notice, disclosure, knowledge, if any, to or by Beneficiary of
Hazardous Materials.
Without Beneficiary's prior written consent, which may not be unreasonably withheld,
Trustor may not take any remedial action in response to the presence of any Hazardous Materials
on, under or about the Property, nor enter into any settlement agreement, consent decree, or other
compromise in respect to any Hazardous Material Claims, which remedial action, settlement,
consent decree or compromise might, in Beneficiary's reasonable judgment, impairs the value of
the Beneficiary's security hereunder; provided, however, that Beneficiary's prior consent is not
necessary in the event that the presence of Hazardous Materials on, under, or about the Property
either poses an immediate threat to the health, safety or welfare of any individual or is of such a
nature that an immediate remedial response is necessary and it is not reasonably possible to
obtain Beneficiary's consent before taking such action, provided that in such event Trustor
notifies Beneficiary as soon as practicable of any action so taken. Beneficiary agrees not to
withhold its consent, where such consent is required hereunder, if (i) a particular remedial action
is ordered by a court of competent jurisdiction; (ii) Trustor will or may be subjected to civil or
criminal sanctions or penalties if it fails to take a required action; (iii) Trustor establishes to the
reasonable satisfaction of Beneficiary that there is no reasonable alternative to such remedial
action which would result in less impairment of Beneficiary's security hereunder; or (iv) the
action has been agreed to by Beneficiary.
The Trustor hereby acknowledges and agrees that (i) this Article is intended as the
Beneficiary's written request for information (and the Trustor's response) concerning the
environmental condition of the Property as required by California Code of Civil Procedure
Section 726.5, and (ii) each representation and warranty in this Deed of Trust or any of the other
Loan Documents (together with any indemnity applicable to a breach of any such representation
and warranty) with respect to the environmental condition of the property is intended by the
Beneficiary and the Trustor to be an "environmental provision" for purposes of California Code
of Civil Procedure Section 736.
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In the event that any portion of the Property is determined to be "environmentally
impaired" (as that term is defined in California Code of Civil Procedure Section 726.5(e)(3) or to
be an "affected parcel" (as that term is defined in California Code of Civil Procedure Section
726.5(e)(1), then, without otherwise limiting or in any way affecting the Beneficiary's or the
Trustee's rights and remedies under this Deed of Trust, the Beneficiary may elect to exercise its
rights under California Code of Civil Procedure Section 726.5(a) to (1) waive its lien on such
environmentally impaired or affected portion of the Property and (2) exercise (a) the rights and
remedies of an unsecured creditor, including reduction of its claim against the Trustor to
judgment, and (b) any other rights and remedies permitted by law. For purposes of determining
the Beneficiary's right to proceed as an unsecured creditor under California Code of Civil
Procedure Section 726.5(a), the Trustor will be deemed to have willfully permitted or acquiesced
in a release or threatened release of hazardous materials, within the meaning of California Code
of Civil Procedure Section 726.5(d)(1), if the release or threatened release of hazardous materials
was knowingly or negligently caused or contributed to by any lessee, occupant, or user of any
portion of the Property and the Trustor knew or should have known of the activity by such
lessee, occupant, or user which caused or contributed to the release or threatened release. All
costs and expenses, including (but not limited to) attorneys' fees, incurred by the Beneficiary in
connection with any action commenced under this paragraph, including any action required by
California Code of Civil Procedure Section 726.5(b) to determine the degree to which the
Property is environmentally impaired, plus interest thereon at the Default Rate until paid, will be
added to the indebtedness secured by this Deed of Trust and will be due and payable to the
Beneficiary upon its demand made at any time following the conclusion of such action.
ARTICLE 7
EVENTS OF DEFAULT AND REMEDIES
Section 7.1 Events of Default.
The following are events of default following the expiration of any applicable notice and
cure periods (each an "Event of Default"): (i) failure to make any payment to be paid by Trustor
under the Loan Documents; (ii) failure to observe or perform any of Trustor's other covenants,
agreements or obligations under the Loan Documents, including, without limitation, the
provisions concerning discrimination; (iii) failure to make any payment or observe or perform
any of Trustor's other covenants, agreements, or obligations under any Secured Obligations,
which default is not cured within the times and in the manner provided therein; (iv) failure to
observe or perform any of Trustor's covenants, agreement or obligations under the Ground
Lease, and (v) failure to make any payments or observe or perform any of Trustor's other
covenants, agreements or obligations under any other debt instrument or regulatory agreement
secured by the Property, which default is not cured within the time and in the manner provided
therein.
Beneficiary shall provide notice of an Event of Default in the manner set forth in the
Loan Agreement.
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Section 7.2 Acceleration of Maturity.
If an Event of Default has occurred and is continuing, then at the option of the
Beneficiary, the amount of any payment related to the Event of Default and all unpaid Secured
Obligations are immediately due and payable, and no omission on the part of the Beneficiary to
exercise such option when entitled to do so may be construed as a waiver of such right.
Section 7.3 The Beneficiary's Right to Enter and Take Possession.
If an Event of Default has occurred and is continuing, the Beneficiary may:
(a) Either in person or by agent, with or without bringing any action or
proceeding, or by a receiver appointed by a court, and without regard to the adequacy of its
security, enter upon the Property and take possession thereof (or any part thereof) and of any of
the Security, in its own name or in the name of Trustee, and do any acts that it deems necessary
or desirable to preserve the value or marketability of the Property, or part thereof or interest
therein, increase the income therefrom or protect the security thereof. The entering upon and
taking possession of the Security will not cure or waive any Event of Default or Notice of Sale
(as defined in Section 7.3(c), below) hereunder or invalidate any act done in response to such
Event of Default or pursuant to such Notice of Sale, and, notwithstanding the continuance in
possession of the Security, Beneficiary will be entitled to exercise every right provided for in this
Deed of Trust, or by law upon occurrence of any Event of Default, including the right to exercise
the power of sale;
(b) Commence an action to foreclose this Deed of Trust as a mortgage,
appoint a receiver, or specifically enforce any of the covenants hereof;
(c) Deliver to Trustee a written declaration of an Event of Default and
demand for sale, and a written notice of default and election to cause Trustor's interest in the
Security to be sold ("Notice of Sale"), which notice Trustee or Beneficiary shall cause to be duly
filed for record in the Official Records of Contra Costa County; or
(d) Exercise all other rights and remedies provided herein, in the instruments
by which the Trustor acquires title to any Security, or in any other document or agreement now
or hereafter evidencing, creating or securing the Secured Obligations.
Section 7.4 Foreclosure By Power of Sale.
Should the Beneficiary elect to foreclose by exercise of the power of sale herein
contained, the Beneficiary shall deliver to the Trustee the Notice of Sale and shall deposit with
Trustee this Deed of Trust which is secured hereby (and the deposit of which will be deemed to
constitute evidence that the Secured Obligations are immediately due and payable), and such
receipts and evidence of any expenditures made that are additionally secured hereby as Trustee
may require.
(a) Upon receipt of the Notice of Sale from the Beneficiary, Trustee shall
cause to be recorded, published and delivered to Trustor such Notice of Sale as is then required
by law and by this Deed of Trust. Trustee shall, without demand on Trustor, after the lapse of
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that amount of time as is then required by law and after recordation of such Notice of Sale as
required by law, sell the Security, at the time and place of sale set forth in the Notice of Sale,
whether as a whole or in separate lots or parcels or items, as Trustee deems expedient and in
such order as it determines, unless specified otherwise by the Trustor according to California
Civil Code Section 2924g(b), at public auction to the highest bidder, for cash in lawful money of
the United States payable at the time of sale. Trustee shall deliver to such purchaser or
purchasers thereof its good and sufficient deed or deeds conveying the property so sold, but
without any covenant or warranty, express or implied. The recitals in such deed or any matters
of facts will be conclusive proof of the truthfulness thereof. Any person, including, without
limitation, Trustor, Trustee or Beneficiary, may purchase at such sale.
(b) After deducting all reasonable costs, fees and expenses of Trustee,
including costs of evidence of title in connection with such sale, Trustee shall apply the proceeds
of sale to payment of: (i) the unpaid Principal amount of the Note; (ii) all other Secured
Obligations owed to Beneficiary under the Loan Documents; (iii) all other sums then secured
hereby; and (iv) the remainder, if any, to Trustor.
(c) Trustee may postpone sale of all or any portion of the Property by public
announcement at such time and place of sale, and from time to time thereafter, and without
further notice make such sale at the time fixed by the last postponement, or may, in its discretion,
give a new Notice of Sale.
Section 7.5 Receiver.
If an Event of Default occurs and is continuing, Beneficiary, as a matter of right and
without further notice to Trustor or anyone claiming under the Security, and without regard to
the then value of the Security or the interest of Trustor therein, may apply to any court having
jurisdiction to appoint a receiver or receivers of the Security (or a part thereof), and Trustor
hereby irrevocably consents to such appointment and waives further notice of any application
therefor. Any such receiver or receivers will have all the usual powers and duties of receivers in
like or similar cases, and all the powers and duties of Beneficiary in case of entry as provided
herein, and will continue as such and exercise all such powers until the date of confirmation of
sale of the Security, unless such receivership is sooner terminated.
Section 7.6 Remedies Cumulative.
No right, power or remedy conferred upon or reserved to the Beneficiary by this Deed of
Trust is intended to be exclusive of any other right, power or remedy, but each and every such
right, power and remedy will be cumulative and concurrent and will be in addition to any other
right, power and remedy given hereunder or now or hereafter existing at law or in equity.
Section 7.7 No Waiver.
(a) No delay or omission of the Beneficiary to exercise any right, power or
remedy accruing upon any Event of Default will exhaust or impair any such right, power or
remedy, and may not be construed to be a waiver of any such Event of Default or acquiescence
therein; and every right, power and remedy given by this Deed of Trust to the Beneficiary may
be exercised from time to time and as often as may be deemed expeditious by the Beneficiary.
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Beneficiary's express or implied consent to breach, or waiver of, any obligation of the Trustor
hereunder will not be deemed or construed to be a consent to any subsequent breach, or further
waiver, of such obligation or of any other obligations of the Trustor hereunder. Failure on the
part of the Beneficiary to complain of any act or failure to act or to declare an Event of Default,
irrespective of how long such failure continues, will not constitute a waiver by the Beneficiary of
its right hereunder or impair any rights, power or remedies consequent on any Event of Default
by the Trustor.
(b) If the Beneficiary (i) grants forbearance or an extension of time for the
payment or performance of any Secured Obligation, (ii) takes other or additional security or the
payment of any sums secured hereby, (iii) waives or does not exercise any right granted in the
Loan Documents, (iv) releases any part of the Security from the lien of this Deed of Trust, or
otherwise changes any of the terms, covenants, conditions or agreements in the Loan Documents,
(v) consents to the granting of any easement or other right affecting the Security, or (vi) makes or
consents to any agreement subordinating the lien hereof, any such act or omission will not
release, discharge, modify, change or affect the original liability under this Deed of Trust, or any
other obligation of the Trustor or any subsequent purchaser of the Security or any part thereof, or
any maker, co-signer, endorser, surety or guarantor (unless expressly released); nor will any such
act or omission preclude the Beneficiary from exercising any right, power or privilege herein
granted or intended to be granted in any Event of Default then made or of any subsequent Event
of Default, nor, except as otherwise expressly provided in an instrument or instruments executed
by the Beneficiary, will the lien of this Deed of Trust be altered thereby.
Section 7.8 Suits to Protect the Security.
The Beneficiary has the power to (a) institute and maintain such suits and proceedings as
it may deem expedient to prevent any impairment of the Security and the rights of the
Beneficiary as may be unlawful or any violation of this Deed of Trust, (b) preserve or protect its
interest (as described in this Deed of Trust) in the Security, and (c) restrain the enforcement of or
compliance with any legislation or other governmental enactment, rule or order that may be
unconstitutional or otherwise invalid, if the enforcement for compliance with such enactment,
rule or order would impair the Security thereunder or be prejudicial to the interest of the
Beneficiary.
Section 7.9 Trustee May File Proofs of Claim.
In the case of any receivership, insolvency, bankruptcy, reorganization, arrangement,
adjustment, composition or other proceedings affecting the Trustor, its creditors or its property,
the Beneficiary, to the extent permitted by law, will be entitled to file such proofs of claim and
other documents as may be necessary or advisable in order to have the claims of the Beneficiary
allowed in such proceedings and for any additional amount that becomes due and payable by the
Trustor hereunder after such date.
Section 7.10 Waiver.
The Trustor waives presentment, demand for payment, notice of dishonor, notice of
protest and nonpayment, protest, notice of interest on interest and late charges, and diligence in
taking any action to collect any Secured Obligations or in proceedings against the Security, in
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connection with the delivery, acceptance, performance, default, endorsement or guaranty of this
Deed of Trust.
ARTICLE 8
MISCELLANEOUS
Section 8.1 Amendments.
This Deed of Trust cannot be waived, changed, discharged or terminated orally, but only
by an instrument in writing signed by Beneficiary and Trustor.
Section 8.2 Reconveyance by Trustee.
Upon written request of Beneficiary stating that all Secured Obligations have been paid
or forgiven, and all obligations under the Loan Documents have been performed in full, and
upon surrender of this Deed of Trust to Trustee for cancellation and retention, and upon payment
by Trustor of Trustee's reasonable fees, Trustee shall reconvey the Security to Trustor, or to the
person or persons legally entitled thereto.
Section 8.3 Notices.
If at any time after the execution of this Deed of Trust it becomes necessary or
convenient for one of the parties hereto to serve any notice, demand or communication upon the
other party, such notice, demand or communication must be in writing and is to be served
personally or by depositing the same in the registered United States mail, return receipt
requested, postage prepaid and (1) if intended for Beneficiary is to be addressed to:
County of Contra Costa
Department of Conservation and Development
30 Muir Road
Martinez, CA 94553
Attention: Assistant Deputy Director
and (2) if intended for Trustor is to be addressed to:
SP Commons, L.P.
c/o RCD GP III, LLC
2220 Oxford Street
Berkeley, CA 94720
Attention: Executive Director
With a copy to:
Bank of America, N.A.
Community Development Banking Group
MA1-225-02-02
225 Franklin Street
Boston, MA 02110
Attention: Asset Management
March 20, 2018 CCC Board of Supevisors Minutes 597
863\106\2282245.4 18
With a copy to:
Buchalter, a Professional Corporation
1000 Wilshire Boulevard, Suite 1500
Los Angeles, CA 90017
Attention: Michael A. Williamson, Esq.
Re: B0965-0363 (St. Paul Commons)
Any notice, demand or communication will be deemed given, received, made or communicated
on the date personal delivery is effected or, if mailed in the manner herein specified, on the
delivery date or date delivery is refused by the addressee, as shown on the return receipt. Either
party may change its address at any time by giving written notice of such change to Beneficiary
or Trustor as the case may be, in the manner provided herein, at least ten (10) days prior to the
date such change is desired to be effective.
Section 8.4 Successors and Joint Trustors.
Where an obligation created herein is binding upon Trustor, the obligation also applies to
and binds any transferee or successors in interest. Where the terms of the Deed of Trust have the
effect of creating an obligation of the Trustor and a transferee, such obligation will be deemed to
be a joint and several obligation of the Trustor and such transferee. Where Trustor is more than
one entity or person, all obligations of Trustor will be deemed to be a joint and several obligation
of each and every entity and person comprising Trustor.
Section 8.5 Captions.
The captions or headings at the beginning of each Section hereof are for the convenience
of the parties and are not a part of this Deed of Trust.
Section 8.6 Invalidity of Certain Provisions.
Every provision of this Deed of Trust is intended to be severable. In the event any term
or provision hereof is declared to be illegal or invalid for any reason whatsoever by a court or
other body of competent jurisdiction, such illegality or invalidity will not affect the balance of
the terms and provisions hereof, which terms and provisions will remain binding and
enforceable. If the lien of this Deed of Trust is invalid or unenforceable as to any part of the
debt, or if the lien is invalid or unenforceable as to any part of the Security, the unsecured or
partially secured portion of the debt, and all payments made on the debt, whether voluntary or
under foreclosure or other enforcement action or procedure, will be considered to have been first
paid or applied to the full payment of that portion of the debt that is not secured or partially
secured by the lien of this Deed of Trust.
Section 8.7 Governing Law.
This Deed of Trust is governed by the laws of the State of California.
March 20, 2018 CCC Board of Supevisors Minutes 598
863\106\2282245.4 19
Section 8.8 Gender and Number.
In this Deed of Trust the singular includes the plural and the masculine includes the
feminine and neuter and vice versa, if the context so requires.
Section 8.9 Deed of Trust, Mortgage.
Any reference in this Deed of Trust to a mortgage also refers to a deed of trust and any
reference to a deed of trust also refers to a mortgage.
Section 8.10 Actions.
Trustor shall appear in and defend any action or proceeding purporting to affect the
Security.
Section 8.11 Substitution of Trustee.
Beneficiary may from time to time substitute a successor or successors to any Trustee
named herein or acting hereunder to execute this Trust. Upon such appointment, and without
conveyance to the successor trustee, the latter will be vested with all title, powers, and duties
conferred upon any Trustee herein named or acting hereunder. Each such appointment and
substitution is to be made by written instrument executed by Beneficiary, containing reference to
this Deed of Trust and its place of record, which, when duly recorded in the proper office of the
county or counties in which the Property is situated, will be conclusive proof of proper
appointment of the successor trustee.
Section 8.12 Statute of Limitations.
The pleading of any statute of limitations as a defense to any and all obligations secured
by this Deed of Trust is hereby waived to the full extent permissible by law.
Section 8.13 Acceptance by Trustee.
Trustee accepts this Trust when this Deed of Trust, duly executed and acknowledged, is
made public record as provided by law. Except as otherwise provided by law, the Trustee is not
obligated to notify any party hereto of a pending sale under this Deed of Trust or of any action or
proceeding in which Trustor, Beneficiary, or Trustee is a party unless brought by Trustee.
Section 8.14 Tax Credit Provisions.
Notwithstanding anything to the contrary contained herein or in any documents secured
by this Deed of Trust or contained in any subordination agreement, and to the extent applicable,
the Beneficiary acknowledges and agrees that in the event of a foreclosure or deed-in -lieu of
foreclosure (collectively, "Foreclosure") with respect to the Security encumbered by this Deed of
Trust, the following rule contained in 26 U.S.C. Section 42(h)(6)(E)(ii), as amended, applies:
For a period of three (3) years from the date of Foreclosure, with respect to an existing
tenant of any low-income unit, (i) such tenant may not be subject to eviction or termination of
their tenancy (other than for good cause), (ii) nor may such tenant's gross rent with respect to
March 20, 2018 CCC Board of Supevisors Minutes 599
863\106\2282245.4 20
such unit be increased, except as otherwise permitted under Section 42 of the Internal Revenue
Code.
Section 8.15 Subject to RAD Use Agreement.
This Deed of Trust is in all respects subject to and subordinate in priority to
that certain Rental Assistance Demonstration (RAD) Use Agreement to be entered into between
the U.S. Department of Housing and Urban Development and the Trustor recorded
contemporaneously herewith in the Official Records of Contra Costa County.
[Remainder of Page Left Intentionally Blank]
[Signature on Following Page]
March 20, 2018 CCC Board of Supevisors Minutes 600
Signature page
County Deed of Trust
863\106\2282245.4
21
IN WITNESS WHEREOF, Trustor has executed this Deed of Trust as of the day and year first
above written.
SP Commons, L.P., a California limited partnership
By: RCD GP III LLC, a California limited
liability company, its general partner
By: Resources for Community
Development, a California nonprofit
public benefit corporation, its sole
member/manager
By:_______________________
Daniel Sawislak, Executive
Director
March 20, 2018 CCC Board of Supevisors Minutes 601
863\106\2282245.4
STATE OF CALIFORNIA )
)
COUNTY OF __________________ )
On ____________________, before me, ___________________________, Notary Public,
personally appeared ______________________________________, who proved to me on the
basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify UNDER PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
______________________________________
Name: ______________________________
Notary Public
A notary public or other officer completing this certificate verifies only the
identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or validity of that document.
March 20, 2018 CCC Board of Supevisors Minutes 602
A-1
863\106\2282245.4
EXHIBIT A
LEGAL DESCRIPTION
The leasehold interest in the land that is situated in the State of California, County of
Contra Costa, and is described as follows:
March 20, 2018 CCC Board of Supevisors Minutes 603
863\106\2284116.4 1
PROMISSORY NOTE
(HOME AND HOPWA Loan)
$2,874,681 Martinez, California
March 1, 2018
FOR VALUE RECEIVED, the undersigned SP Commons, L.P., a California
limited partnership ("Borrower") hereby promises to pay to the order of the County of Contra
Costa, a political subdivision of the State of California ("Holder"), the principal amount of Two
Million Eight Hundred Seventy-Four Thousand Six Hundred Eighty-One Dollars ($2,874,681)
plus interest thereon pursuant to Section 2 below.
All capitalized terms used but not defined in this Note have the meanings set forth in the
Loan Agreement.
1. Borrower's Obligation. This Note evidences Borrower's obligation to
repay Holder the principal amount of Two Million Eight Hundred Seventy-Four Thousand Six
Hundred Eighty-One Dollars ($2,874,681) consisting of Two Hundred Thirty-Two Thousand Six
Hundred Eighty-One Dollars ($232,681) in HOPWA Funds and Two Million Six Hundred Forty-
Two Thousand Dollars ($2,642,000) in HOME Funds with interest for the funds loaned to
Borrower by Holder to finance the construction of the Development pursuant to the HOME and
HOPWA Loan Agreement between Borrower and Holder of even date herewith (the "Loan
Agreement").
2. Interest.
(a) HOME Loan. Subject to the provisions of Subsection (c) below, the
HOME Loan bears simple interest at a rate of three percent (3%) per annum from the date of
disbursement until full repayment of the principal balance of the HOME Loan.
(b) HOPWA Loan. Subject to the provisions of Subsection (c) below, no
interest will accrue on the outstanding principal balance of the HOPWA Loan.
(c) Default Interest. If an Event of Default occurs, interest will accrue on all
amounts due under this Note at the Default Rate until such Event of Default is cured by
Borrower or waived by Holder.
3. Term and Repayment Requirements. Principal and interest under this Note is due
and payable as set forth in Section 2.8 of the Loan Agreement. The unpaid principal balance
hereunder, together with accrued interest thereon, is due and payable no later than the date that is
the fifty-fifth (55th) anniversary of the Completion Date; provided, however, if a record of the
Completion Date cannot be located or established, the Loan is due and payable on the fifty-
seventh (57th) anniversary of the date of this Note.
4. No Assumption. This Note is not assumable by the successors and assigns of
Borrower without the prior written consent of Holder, except as provided in the Loan
Agreement.
March 20, 2018 CCC Board of Supevisors Minutes 604
863\106\2284116.4 2
5. Security. This Note, with interest, is secured by the Deed of Trust. Upon
execution, the Deed of Trust will be recorded in the official records of Contra Costa County,
California. Upon recordation of the Deed of Trust, this Note will become nonrecourse to
Borrower, pursuant to and except as provided in Section 2.10 of the Loan Agreement which
Section 2.10 is hereby incorporated into this Note. The terms of the Deed of Trust are hereby
incorporated into this Note and made a part hereof.
6. Terms of Payment.
(a) Borrower shall make all payments due under this Note in currency of the
United States of America to Holder at Department of Conservation and Development, 30 Muir
Road, Martinez, CA 94553, Attention: Assistant Deputy Director, or to such other place as
Holder may from time to time designate.
(b) All payments on this Note are without expense to Holder. Borrower shall
pay all costs and expenses, including re-conveyance fees and reasonable attorney's fees of
Holder, incurred in connection with the enforcement of this Note and the release of any security
hereof.
(c) Notwithstanding any other provision of this Note, or any instrument
securing the obligations of Borrower under this Note, if, for any reason whatsoever, the payment
of any sums by Borrower pursuant to the terms of this Note would result in the payment of
interest that exceeds the amount that Holder may legally charge under the laws of the State of
California, then the amount by which payments exceed the lawful interest rate will automatically
be deducted from the principal balance owing on this Note, so that in no event is Borrower
obligated under the terms of this Note to pay any interest that would exceed the lawful rate.
(d) The obligations of Borrower under this Note are absolute and Borrower
waives any and all rights to offset, deduct or withhold any payments or charges due under this
Note for any reason whatsoever.
7. Event of Default; Acceleration.
(a) Upon the occurrence of an Event of Default, the entire unpaid principal
balance, together with all interest thereon, and together with all other sums then payable under
this Note and the Deed of Trust will, at the option of Holder, become immediately due and
payable without further demand.
(b) Holder's failure to exercise the remedy set forth in Subsection 7(a) above
or any other remedy provided by law upon the occurrence of an Event of Default does not
constitute a waiver of the right to exercise any remedy at any subsequent time in respect to the
same or any other Event of Default. The acceptance by Holder of any payment that is less than
the total of all amounts due and payable at the time of such payment does not constitute a waiver
of the right to exercise any of the foregoing remedies or options at that time or at any subsequent
time, or nullify any prior exercise of any such remedy or option, without the express consent of
Holder, except as and to the extent otherwise provided by law.
March 20, 2018 CCC Board of Supevisors Minutes 605
863\106\2284116.4 3
8. Waivers.
(a) Borrower hereby waives diligence, presentment, protest and demand, and
notice of protest, notice of demand, notice of dishonor and notice of non-payment of this Note.
Borrower expressly agrees that this Note or any payment hereunder may be extended from time
to time, and that Holder may accept further security or release any security for this Note, all
without in any way affecting the liability of Borrower.
(b) Any extension of time for payment of this Note or any installment hereof
made by agreement of Holder with any person now or hereafter liable for payment of this Note
must not operate to release, discharge, modify, change or affect the original liability of Borrower
under this Note, either in whole or in part.
9. Miscellaneous Provisions.
(a) All notices to Holder or Borrower are to be given in the manner and at the
addresses set forth in the Loan Agreement, or to such addresses as Holder and Borrower may
therein designate.
(b) Borrower promises to pay all costs and expenses, including reasonable
attorney's fees, incurred by Holder in the enforcement of the provisions of this Note, regardless
of whether suit is filed to seek enforcement.
(c) This Note is governed by the laws of the State of California.
(d) The times for the performance of any obligations hereunder are to be
strictly construed, time being of the essence.
(e) The Loan Documents, of which this Note is a part, contain the entire
agreement between the parties as to the Loan. This Note may not be modified except upon the
written consent of the parties.
IN WITNESS WHEREOF, Borrower is executing this Promissory Note as of the day and
year first above written.
SP Commons, L.P., a California limited partnership
By: RCD GP III LLC, a California limited liability company,
its general partner
By: Resources for Community Development, a California
nonprofit public benefit corporation, its sole
member/manager
By:_______________________
Daniel Sawislak, Executive Director
March 20, 2018 CCC Board of Supevisors Minutes 606
863\106\2284588.4 1
RECORDING REQUESTED PURSUANT
AND WHEN RECORDED MAIL TO:
Contra Costa County
Department of Conservation and Development
30 Muir Road
Martinez, CA 94553
Attn: Assistant Deputy Director
No fee for recording pursuant to
Government Code Section 27383
__________________________________________________________________________
INTERCREDITOR AGREEMENT
(St. Paul's Commons)
This Intercreditor Agreement (the "Agreement") is dated March 1, 2018, and is among
the City of Walnut Creek, a California municipal corporation (the "City"), the County of Contra
Costa, a political subdivision of the State of California (the "County"), and SP Commons, L.P., a
California limited partnership ("Borrower"), with reference to the following facts:
RECITALS
A. Defined terms used but not defined in these recitals are as defined in Section 1 of
this Agreement.
B. St. Paul’s Episcopal Church in Walnut Creek, California ("St. Paul's") is the
owner of that certain real property located at 1860 Trinity Avenue in the City of Walnut Creek,
County of Contra Costa, State of California, as more particularly described in Exhibit A (the
"Property"). Concurrently herewith Borrower is entering into a ground lease agreement with St.
Paul's (the "Ground Lease"), pursuant to which Borrower will acquire a leasehold interest in the
Property from St. Paul's for a period of seventy-seven (77) years (the "Leasehold Interest").
Borrower intends to demolish the existing improvements on the Property and construct forty-five
(45) multifamily housing units on the Property for rental to extremely low, very low and low
income households, including one (1) manager's unit, and attendant site improvements (the
"Housing Improvements"). The Property will also be improved with a social service facility that
will be leased back to St. Paul's, and will house a homeless day shelter and service program (the
"Service Facility Improvements"). The Housing Improvements and the Service Facility
Improvements are collectively, the "Improvements." Borrower's Leasehold Interest and
Borrower's fee interest in the Improvements, are collectively, the "Development."
C. The County is making a loan to Borrower of Two Million Six Hundred Forty-
Two Thousand Dollars ($2,642,000) of HOME Investment Partnerships Act Program funds (the
"HOME Loan") and Two Hundred Thirty-Two Thousand Six Hundred Eighty-One Dollars
($232,681) of Housing Opportunities for Persons with AIDS Program funds (the "HOPWA
Loan"), for a combined total loan amount of Two Million Eight Hundred Seventy-Four
March 20, 2018 CCC Board of Supevisors Minutes 607
863\106\2284588.4 2
Thousand Six Hundred Eighty-One Dollars ($2,874,681) (the "County Loan"). The County Loan
is evidenced by the following documents (among others), each of even date herewith: (i) HOME
and HOPWA Loan Agreement by and between Borrower and the County (the "County Loan
Agreement"), (ii) Deed of Trust With Assignment of Rents, Security Agreement and Fixture
Filing executed by Borrower for the benefit of the County (the "County Deed of Trust"), and (iii)
Promissory Note executed by Borrower for the benefit of the County in the amount of the
County Loan (the "County Note").
D. The City is making a loan to Borrower of Five Million Five Hundred Thousand
Dollars ($5,500,000) (the "City Loan"). The City Loan is evidenced by the following documents
(among others): (i) City Loan Agreement by and between Borrower and the City dated March 1,
2018 (the "City Loan Agreement"); (ii) Deed of Trust With Assignment of Rents, Security
Agreement and Fixture Filing executed by Borrower for the benefit of the City (the "City Deed
of Trust"); and (iii) Promissory Note executed by Borrower for the benefit of the City in the
amount of the City Loan (the "City Note").
E. The City and the County desire to cause the City Deed of Trust and the County
Deed of Trust (together, the "Deeds of Trust") to be equal in lien priority. The City and the
County also desire to divide (i) the proceeds of any foreclosure, condemnation or insurance
claim, and (ii) the Lenders' Share of Residual Receipts, as described herein.
NOW, THEREFORE, the Parties agree as follows:
AGREEMENT
1. Definitions. The following terms have the following meanings:
(a) "Adjusted City Loan" means, to the extent less than the full amount of the
City Loan is funded, an amount equal the actual principal amount loaned to Borrower by the City
pursuant to the City Loan Agreement. If the full amount of the City Loan is funded and no
portion repaid as a Special City Loan Payment, the Adjusted City Loan is equal to the City Loan.
(b) "Adjusted HOME Loan" means, to the extent less than the full amount of
the HOME Loan is funded, an amount equal to the actual principal amount loaned to Borrower
by the County pursuant to the County Loan Agreement. If the full amount of the HOME Loan is
funded and no portion repaid as a Special County Loan Payment, the Adjusted HOME Loan is
equal to the HOME Loan.
(c) "Adjusted HOPWA Loan" means, to the extent less than the full amount
of the HOPWA Loan is funded, an amount equal to the actual principal amount loaned to
Borrower by the County pursuant to the County Loan Agreement. If the full amount of the
HOPWA Loan is funded, the Adjusted HOPWA Loan is equal to the HOPWA Loan.
(d) "AHP" has the meaning set forth in Section 1(i)ii.
(e) "AHP Loan" has the meaning set forth in Section 1(i)ii.
March 20, 2018 CCC Board of Supevisors Minutes 608
863\106\2284588.4 3
(f) "Annual County Loan Payment" has the meaning in Section 2(a).
(g) "Annual City Loan Payment" has the meaning in Section 2(b ).
(h) "Annual Operating Expenses" means for each calendar year, the following
costs reasonably and actually incurred for operation and maintenance of the Development:
i. property taxes and assessments imposed on the Development;
ii. debt service currently due on a non-optional basis (excluding debt
service due from residual receipts or surplus cash of the Housing Improvements) on the
Permanent Loan;
iii. on-site service provider fees for tenant social services, provided the
County and City have approved, in writing, the plan and budget for such services before such
services begin;
iv. property management fees and reimbursements, on–site property
management office expenses, and salaries of property management and maintenance personnel,
not to exceed amounts that are standard in the industry and which are pursuant to a management
contract approved by the County and the City;
v. the Partnership/Asset Fee;
vi. fees for accounting, audit, and legal services incurred by
Borrower's general partner in the asset management of the Development, not to exceed amounts
that are standard in the industry, to the extent such fees are not included in the Partnership/Asset
Fee;
vii. premiums for insurance required for the Improvements to satisfy
the requirements of any lender of Approved Financing;
viii. utility services not paid for directly by tenants, including water,
sewer, and trash collection;
ix. maintenance and repair expenses and services;
x. any annual license or certificate of occupancy fees required for
operation of the Development;
xi. security services;
xii. advertising and marketing;
xiii. cash deposited into the Replacement Reserve Account in the
amount set forth in Section 4.2(a) of the County Loan Agreement;
xiv. cash deposited into the Operating Reserve Account to maintain the
March 20, 2018 CCC Board of Supevisors Minutes 609
863\106\2284588.4 4
amount set forth in Section 4.2(b) of the County Loan Agreement (excluding amounts deposited
to initially capitalize the account);
xv. payment of any previously unpaid portion of Developer F ee
(without interest), not to exceed the amount set forth in Section 3.17 of the County Loan
Agreement;
xvi. extraordinary operating costs specifically approved in writing by
the County and the City;
xvii. payments of deductibles in connection with casualty insurance
claims not normally paid from reserves, the amount of uninsured losses actually replaced,
repaired or restored, and not normally paid from reserves, and other ordinary and reasonable
operating expenses approved in writing by the County and the City and not listed above.
Annual Operating Expenses do not include the following: depreciation,
amortization, depletion or other non-cash expenses, initial deposits to capitalize a reserve
account, any amount expended from a reserve account, and any capital cost associated with the
Development.
(i) "Approved Financing" means all of the following loans, grants and equity
obtained by Borrower and approved by the County and the City for the purpose of financing the
acquisition of the Leasehold Interest and construction of the Improvements in addition to the
County Loan and the City Loan:
i. a construction loan from Bank of America, N.A., a national
banking association (the "Bank") in the approximate amount of
_____________________Dollars ($________________) (the "Bank Loan"), which will convert
to a permanent loan in the approximate amount of ___________________ Dollars
($__________) (the "Permanent Loan");
ii. loan of affordable housing program ("AHP ") funds from
_________________, administered by the Federal Home Loan Bank of San Francisco in the
approximate amount of Four Hundred Forty Thousand Dollars ($440,000) (the "AHP Loan");
iii. the Low Income Housing Tax Credit investor equity funds in the
approximate amount of ___________________ Dollars ($____________) (the "Tax Credit
Investor Equity") provided by the Investor Limited Partner; and
iv. the capital contribution from Borrower's general partner in the
approximate amount of ________________ Dollars ($_____________) (the "GP Capital
Contribution").
(j) "Available Net Proceeds" means the result obtained by multiplying the
Net Proceeds of Permanent Financing by 0.75.
(k) "Bank" has the meaning set forth in Section 1(i)i.
March 20, 2018 CCC Board of Supevisors Minutes 610
863\106\2284588.4 5
(l) "Bank Loan" has the meaning set forth in Section 1(i)i.
(m) "City Deed of Trust" has the meaning set forth in Paragraph D of the
Recitals.
(n) "City Loan" has the meaning set forth in Paragraph D of the Recitals.
(o) "City Loan Agreement" has the meaning set forth in Paragraph D of the
Recitals.
(p) "City Loan Prorata Percentage" means the result, expressed as a
percentage, obtained by dividing the Adjusted City Loan by the sum of the Adjusted HOME
Loan, the Adjusted HOPWA Loan, and the Adjusted City Loan.
(q) "City Note" has the meaning set forth in Paragraph D of the Recitals.
(r) "Completion Date" means the date a final certificate of occupancy, or
equivalent document is issued by the City to certify that the Housing Improvements may be
legally occupied.
(s) "County Deed of Trust" has the meaning set forth in Paragraph C of the
Recitals.
(t) "County Loan" has the meaning set forth in Paragraph C of the Recitals.
(u) "County Loan Agreement" has the meaning set forth in Paragraph C of the
Recitals.
(v) "County Loan Prorata Percentage" means the result, expressed as a
percentage, obtained by dividing the sum of (1) the Adjusted HOME Loan and the Adjusted
HOPWA Loan, by (2) the sum of the Adjusted HOME Loan, the Adjusted HOPWA Loan, and
the Adjusted City Loan.
(w) "County Note" has the meaning set forth in Paragraph C of the Recitals.
(x) "Deeds of Trust" has the meaning set forth in Paragraph E of the Recitals.
(y) "Default Rate" means a rate of interest equal to the lesser of the maximum
rate permitted by law and ten percent (10%) per annum.
(z) "Developer Fee" has the meaning set forth in Section 3.18 of the County
Loan Agreement.
(aa) "Development" has the meaning set forth in Paragraph B of the Recitals.
(bb) "Enforcing Party" has the meaning set forth in Section 6(b).
March 20, 2018 CCC Board of Supevisors Minutes 611
863\106\2284588.4 6
(cc) "Fifteen Year Compliance Period" means the fifteen (15)-year compliance
period as described in Section 42(i)(1) of the Internal Revenue Code of 1986, as amended.
(dd) "Final Cost Certification" means the Final Cost Certification Sources and
Uses of Funds prepared by Borrower for the Development that (1) Borrower submits to the
California Tax Credit Allocation Committee, and (2) has been prepared using generally accepted
accounting standards in effect in the United States of America from time to time, consistently
applied.
(ee) "Final Development Cost" means the total of the cost of acquisition of the
Leasehold Interest and construction of the Improvements as shown on the Final Cost
Certification.
(ff) "Foreclosure Net Proceeds" means the proceeds that result from a
foreclosure, or any other action, whether judicial or non-judicial, less (i) all amounts paid to any
senior lien holder, and (ii) expenses incurred by a lender that is a Party to this Agreement in
connection with such foreclosure or other action.
(gg) "GP Capital Contribution" has the meaning set forth in Section 1(i)iv.
(hh) "Gross Revenue" means for each calendar year, all revenue, income,
receipts, and other consideration actually received from the operation and leasing of the
Development. Gross Revenue includes, but is not limited to:
(i) all rents, fees and charges paid by tenants;
(ii) Section 8 payments or other rental subsidy payments received for
the dwelling units;
(iii) deposits forfeited by tenants;
(iv) all cancellation fees;
(v) price index adjustments and any other rental adjustments to leases
or rental agreements;
(vi) net proceeds from vending and laundry room machines;
(vii) the proceeds of business interruption or similar insurance not paid
to senior lenders;
(viii) the proceeds of casualty insurance not used to rebuild the
Development and not paid to senior lenders; and
(ix) condemnation awards for a taking of part or all of the
Development for a temporary period.
March 20, 2018 CCC Board of Supevisors Minutes 612
863\106\2284588.4 7
Gross Revenue does not include tenants' security deposits, loan proceeds, capital
contributions or similar advances.
(ii) "Ground Lease" has the meaning set forth in Paragraph B of the Recitals.
(jj) "HOME Loan" has the meaning set forth in Paragraph C of the Recitals.
(kk) "HOPWA Loan" has the meaning set forth in Paragraph C of the Recitals.
(ll) "Housing Improvements" has the meaning set forth in Paragraph B of the
Recitals.
(mm) "Improvements" has the meaning set forth in Paragraph B of the Recitals.
(nn) "Investor Limited Partner" means collectively, Bank of America, N.A., a
national banking association, and Banc of America CDC Special Holding Company, Inc., a
North Carolina corporation, and their successors and assigns.
(oo) "Leasehold Interest" has the meaning set forth in Paragraph B of the
Recitals.
(pp) "Lenders' Share of Residual Receipts" means seventy-five percent (75%)
of Residual Receipts.
(qq) "Net Proceeds of Permanent Financing" means the amount by which
Permanent Financing exceeds the Final Development Costs.
(rr) "Parties" means the City, the County, and Borrower.
(ss) "Partnership Agreement" means the Amended and Restated Agreement of
Limited Partnership, dated on or about the date of recordation of the Deeds of Trust, as may be
amended from time to time, that governs the operation and organization of Borrower as a
California limited partnership.
(tt) "Partnership/Asset Fee" means (i) partnership management fees (including
any asset management fees) payable pursuant to the Partnership Agreement to any partner or
affiliate of Borrower or any affiliate of a partner of Borrower, if any, during the Fifteen Year
Compliance Period, and (ii) after expiration of the Fifteen Year Compliance Period, asset
management fees payable to Borrower, in the amounts approved by the County as set forth in
Section 3.19 of the County Loan Agreement.
(uu) "Permanent Financing" means the sum of the following amounts: (i) the
Permanent Loan; (ii) the Adjusted HOME Loan; (iii) the Adjusted HOPWA Loan; (iv) the
Adjusted City Loan; (v) the Tax Credit Investor Equity; (vi) the GP Capital Contribution; and
(vii) the AHP Loan.
(vv) "Permanent Loan" has the meaning set forth in Section 1(i)i.
March 20, 2018 CCC Board of Supevisors Minutes 613
863\106\2284588.4 8
(ww) "Property" has the meaning set forth in Paragraph B of the Recitals.
(xx) "Residual Receipts" means for each calendar year, the amount by which
Gross Revenue exceeds Annual Operating Expenses.
(yy) "Service Facility Improvements" has the meaning set forth in Paragraph B
of the Recitals.
(zz) "Special City Loan Prorata Percentage" means the result, expressed as a
percentage, obtained by dividing the City Loan by the sum of the County Loan and the City
Loan.
(aaa) "Special City Loan Payment" has the meaning set forth in Section 3(b).
(bbb) "Special County Loan Prorata Percentage" means the result, expressed as
a percentage, obtained by dividing the County Loan by the sum of the County Loan and the City
Loan.
(ccc) "Special County Loan Payment" has the meaning set forth in Section 3(a).
(ddd) "Statement of Residual Receipts" means an itemized statement of Residual
Re ceipts.
(eee) "Tax Credit Investor Equity" has the meaning set forth in Section 1(i)iii.
(fff) "Term" means the period of time that commences on the date of this
Agreement, and expires, unless sooner terminated in accordance with this Agreement, on the
fifty-fifth (55th) anniversary of the Completion Date; provided, however, if a record of the
Completion Date cannot be located or established, the Term will expire on the fifty-seventh
(57th) anniversary of this Agreement.
2. Annual Payments to County and City.
(a) County Loan.
i. Commencing on June 1, 2020, and on June 1 of each year
thereafter during the Term, Borrower shall make a loan payment to the County in an amount
equal to the County Loan Prorata Percentage of the Lenders' Share of Residual Receipts (each
such payment, an "Annual County Loan Payment"). A numerical example of the methodology
to be used to calculate the Annual County Loan Payment is shown in Exhibit B attached hereto.
In the event of a conflict between the text of this Section 2(a) and Exhibit B, the text of this
Section 2(a) will prevail. The County shall apply all Annual County Loan Payments to the
County Loan as follows: (1) first, to accrued interest, and (2) second, to principal.
ii. Borrower shall repay the County Loan pursuant to the terms of the
County Loan Agreement and the County Note. In the event of any conflict between the
repayment terms and provisions of the County Loan Agreement and this Agreement, the
March 20, 2018 CCC Board of Supevisors Minutes 614
863\106\2284588.4 9
provisions of this Agreement apply. The County may not consent to any amendment or waiver of
the terms of the County Loan Agreement or the County Note if such amendment or waiver could
reasonably be deemed to materially adversely affect the City, without the City's prior written
approval, which the City may withhold in its sole discretion.
(b) City Loan.
i. Commencing on June 1, 2020, and on June 1 of each year
thereafter during the Term, Borrower shall make a loan payment to the City in an amount equal
to the City Loan Prorata Percentage of the Lenders' Share of Residual Receipts (each such
payment, an "Annual City Loan Payment"). A numerical example of the methodology to be used
to calculate the Annual City Loan Payment is shown in Exhibit B attached hereto. In the event
of a conflict between the text of this Section 2(b) and Exhibit B, the text of this Section 2(b) will
prevail. The City shall apply all Annual City Loan Payments as follows: (1) first, to accrued
interest, and (2) second, to principal for the City Loan.
ii. Borrower shall repay the City Loan pursuant to the terms of the
City Loan Agreement and the City Note. In the event of any conflict between the repayment
terms of the City Loan Agreement and this Agreement, the provisions of this Agreement apply.
The City may not consent to any amendment or waiver of the terms of the City Loan Agreement
or the City Note, if such amendment or waiver could reasonably be deemed to materially
adversely affect the County, without the County's prior written approval, which the County may
withhold in its sole discretion.
3. Special Repayments from Net Proceeds of Permanent Financing.
(a) No later than ten (10) days after the date Borrower receives its final capital
contribution from the Investor Limited Partner, Borrower shall pay to the County as a special
repayment of the HOME Loan, an amount equal to the result obtained by multiplying the Special
County Loan Prorata Percentage by the Available Net Proceeds (the "Special County Loan
Payment ").
(b) No later than ten (10) days after the date Borrower receives its final capital
contribution from the Investor Limited Partner, Borrower shall pay to the City as a special
repayment of the City Loan, an amount equal to the result obtained by multiplying the Special
City Loan Prorata Percentage by the Available Net Proceeds (the "Special City Loan Payment").
(c) No later than one hundred eighty (180) days following completion of
construction of the Development, Borrower shall submit to the County and the City a
preliminary calculation of the Net Proceeds of Permanent Financing and a draft of the Final Cost
Certification. The County and the City shall approve or disapprove Borrower's determination of
the amount of the Net Proceeds of Permanent Financing in writing within thirty (30) days of
receipt. If Borrower's determination is disapproved by the County or the City, Borrower shall re-
submit documentation to the County and the City until approval of the County and the City is
obtained.
March 20, 2018 CCC Board of Supevisors Minutes 615
863\106\2284588.4 10
4. Reports and Accounting of Residual Receipts.
(a) Annual Reports. In connection with the Annual County Loan Payment
and the Annual City Loan Payment, Borrower shall furnish to the City and the County:
i. The Statement of Residual Receipts for the relevant period. The
first Statement of Residual Receipts will cover the period that begins on January 1, 2019 and
ends on December 31 of that same year. Subsequent statements of Residual Receipts will cover
the twelve-month period that ends on December 31 of each year;
ii. A statement from the independent public accountant that audited
Borrower's financial records for the relevant period, which statement must confirm that
Borrower's calculation of the Lender's Share of Residual is accurate based on Operating Income
and Annual Operating Expenses; and
iii. Any additional documentation reasonably required by the County
or the City to substantiate Borrower's calculation of Lender's Share of Residual Receipts.
(b) Books and Records. Borrower shall keep and maintain at the principal
place of business of Borrower set forth in Section 11 below, or elsewhere with the written
consent of the County and the City, full, complete and appropriate books, record and accounts
relating to the Development, including all books, records and accounts necessary or prudent to
evidence and substantiate in full detail Borrower's calculation of Residual Receipts and
disbursements of Residual Receipts. Borrower shall cause all books, records and accounts
relating to its compliance with the terms, provisions, covenants and conditions of this Agreement
to be kept and maintained in accordance with generally accepted accounting principles
consistently applied, and to be consistent with requirements of this Agreement, which provide
for the calculation of Residual Receipts on a cash basis. Borrower shall cause all books, records,
and accounts to be open to and available for inspection by the County and the City, their auditors
or other authorized representatives at reasonable intervals during normal business hours.
Borrower shall cause copies of all tax returns and other reports that Borrower may be required to
furnish to any government agency to be open for inspection by the County and the City at all
reasonable times at the place that the books, records and accounts of Borrower are kept.
Borrower shall preserve records on which any statement of Residual Receipts is based for a
period of not less than five (5) years after such statement is rendered, and for any period during
which there is an audit undertaken pursuant to subsection (c) below then pending.
(c) County and City Audits.
i. The receipt by the County or the City of any statement pursuant to
subsection (a) above or any payment by Borrower or acceptance by the County or the City of any
loan repayment for any period does not bind the County or the City as to the correctness of such
statement or such payment. The County or the City or any designated agent or employee of the
County or the City is entitled at any time to audit the Residual Receipts and all books, records,
and accounts pertaining thereto. The County and/or the City may conduct such audit during
normal business hours at the principal place of business of Borrower and other places where
records are kept. Immediately after the completion of an audit, the County or the City, as the
case may be, shall deliver a copy of the results of the audit to Borrower.
March 20, 2018 CCC Board of Supevisors Minutes 616
863\106\2284588.4 11
ii. If it is determined as a result of an audit that there has been a
deficiency in a loan repayment to the County and/or the City, then such deficiency will become
immediately due and payable, with interest at the Default Rate from the date the deficient
amount should have been paid. In addition, if the audit determines that Residual Receipts have
been understated for any year by the greater of (i) $2,500, and (ii) an amount that exceeds five
percent (5%) of the Residual Receipts, then, in addition to paying the deficiency with interest,
Borrower shall pay all of the costs and expenses connected with the audit and review of
Borrower's accounts and records incurred by the County and/or the City.
5. Deeds of Trust. Notwithstanding the fact that the City Deed of Trust may be
recorded prior to the County Deed of Trust or that the County Deed of Trust may be recorded
prior to the City Deed of Trust, the Deeds of Trust are equal in lien priority.
6. Notice of Default.
(a) The County and the City shall each notify the other promptly upon
declaring a default or learning of the occurrence of any material event of default, or any event
which with the lapse of time would become a material event of default, under its respective loan
documents for the City Loan and the County Loan.
(b) The City and the County agree not to make a demand for payment from
Borrower or accelerate the City Note or the County Note, as the case may be, or commence
enforcement of any of the rights and remedies under the City Deed of Trust or the County Deed
of Trust, as the case may be, until the date that is five (5) business days following delivery of
written notice by the Party enforcing its rights (the "Enforcing Party") to the other Party stating
that a "default" (as defined in the relevant Deed of Trust) has occurred and is continuing and that
the Enforcing Party is requesting the other Party's assistance in foreclosure pursuant to Section 7.
7. Cooperation in Foreclosure.
(a) If there is a default under the City Loan and/or County Loan, after
expiration of any applicable cure periods, the party who is the lender on the defaulted loan shall
cooperate with the other lender that is a Party to this Agreement to coordinate any foreclosure
proceedings or other appropriate remedies.
(b) Neither the County nor the City may contest the validity, perfection,
priority, or enforceability of the lien granted to the other Party by a deed of trust secured by the
Development. Notwithstanding any failure of a Party to perfect its lien on the Development or
any other defect in the security interests or obligations owing to such Party, the priority and
rights as between the lenders that are Parties to this Agreement are as set forth in this Agreement.
8. Foreclosure Proceeds. If there is a foreclosure, or any other action, whether
judicial or nonjudicial, under any or both of the Deeds of Trust (including the giving of a deed in
lieu of foreclosure), the proceeds resulting from such foreclosure or action will be first used to
pay (i) all amounts paid to any senior lien holder, and (ii) expenses incurred by the County, the
City, or both, in connection with such foreclosure or other action. After such payments (i) the
City is entitled to the result obtained by multiplying the City Loan Prorata Percentage by the
March 20, 2018 CCC Board of Supevisors Minutes 617
863\106\2284588.4 12
Foreclosure Net Proceeds, and (ii) the County is entitled to the result obtained by multiplying the
County Loan Prorata Percentage by the Foreclosure Net Proceeds.
9. Insurance and Condemnation Proceeds. If, as a result of having made the City
Loan and the County Loan, the City and County are entitled to insurance or condemnation
proceeds, they will share such proceeds as follows: (i) the City is entitled the result obtained by
multiplying the City Loan Prorata Percentage by the available proceeds, and (ii) the County is
entitled to the result obtained by multiplying the County Loan Prorata Percentage by the
available proceeds.
10. Title to Development. If, as a result of having made the City Loan and the
County Loan, either the City or the County is entitled to title to the Development as a
consequence of Borrower's default, then title is to be held in tenancy in common by the City and
the County in accordance with their respective prorata share of the Foreclosure Net Proceeds.
Subsequent decisions to hold or sell the Development will be made by joint decision of the City
and the County.
11. Notices. All notices required or permitted by any provision of this Agreement
must be in writing and sent by registered or certified mail, postage prepaid, return receipt
requested, or delivered by express delivery service, return receipt requested, or delivered
personally, to the principal office of the Parties as follows:
City: City of Walnut Creek
1666 North Main Street
Walnut Creek, CA 94596
Attn: Housing Program Manager
County: County of Contra Costa
Department of Conservation and Development
30 Muir Road
Martinez, CA 94553
Attn: Assistant Deputy Director
Borrower: SP Commons, L.P.
c/o RCD GP, LLC
2220 Oxford Street
Berkeley, CA 94720
Attention: Executive Director
Investor Limited
Partner: Bank of America, N.A.
Community Development Banking Group
MA1-225-02-02
225 Franklin Street
Boston, MA 02110
Attention: Asset Management
With a copy to:
March 20, 2018 CCC Board of Supevisors Minutes 618
863\106\2284588.4 13
Buchalter, a Professional Corporation
1000 Wilshire Boulevard, Suite 1500
Los Angeles, CA 90017
Attention: Michael A. Williamson, Esq.
Re: B0965-0363 (St. Paul Commons)
Such written notices, demands, and communications may be sent in the same manner to such
other addresses as the affected Party may from time to time designate as provided in this Section.
Receipt will be deemed to have occurred on the date marked on a written receipt as the date of
delivery or refusal of delivery (or attempted delivery if undeliverable).
12. Titles. Any titles of the sections or subsections of this Agreement are inserted for
convenience of reference only and are to be disregarded in interpreting any part of the
Agreement's provisions.
13. California Law. This Agreement is governed by the laws of the State of
California.
14. Severability. If any term of this Agreement is held by a court of competent
jurisdiction to be invalid, void or unenforceable, the remainder of the provisions will continue in
full force and effect unless the rights and obligations of the Parties have been materially altered
or abridged by such invalidation, voiding or unenforceability.
15. Legal Actions. If any legal action is commenced to interpret or to enforce the
terms of this Agreement or to collect damages as a result of any breach of this Agreement, then
the Party prevailing in any such action shall be entitled to recover against the Party not prevailing
all reasonable attorneys' fees and costs incurred in such action.
16. Entire Agreement. This Agreement constitutes the entire understanding and
agreement of the Parties with respect to the distribution of proceeds upon foreclosure of or other
remedies under the Deeds of Trust, and the entire understanding and agreement of the Parties
with respect to the equal lien priority of the City Deed of Trust and County Deed of Trust.
17. Counterparts. This Agreement may be executed in multiple originals, each of
which is deemed to be an original, and may be signed in counterparts.
18. Amendments. This Agreement may not be modified except by written instrument
executed by and amongst the Parties.
[Remainder of Page Left Intentionally Blank]
[Signatures on Following Page]
March 20, 2018 CCC Board of Supevisors Minutes 619
Signature Page
Intercreditor Agreement
863\106\2284588.4
14
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first
written above.
BORROWER:
SP Commons, L.P., a California limited
partnership
By: RCD GP III LLC, a California limited
liability company, its general partner
By: Resources for Community
Development, a California nonprofit
public benefit corporation, its sole
member/manager
By:_______________________
Daniel Sawislak, Executive
Director
Approved as to form:
SHARON L. ANDERSON
County Counsel
By:
Kathleen Andrus
Deputy County Counsel
COUNTY:
COUNTY OF CONTRA COSTA, a political
subdivision of the State of California
By: _____________________________
John Kopchik
Director, Department of Conservation and
Development
Approved as to form
By:_______________
City Attorney
CITY:
CITY OF WALNUT CREEK, a California
municipal corporation
By: __________________
Name:___________________
Its:____________________
March 20, 2018 CCC Board of Supevisors Minutes 620
863\106\2284588.4 15
STATE OF CALIFORNIA )
)
COUNTY OF __________________ )
On ____________________, before me, ___________________________, Notary Public,
personally appeared ______________________________________, who proved to me on the
basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify UNDER PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
______________________________________
Name: ______________________________
Notary Public
A notary public or other officer completing this certificate verifies only the
identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or validity of that document.
March 20, 2018 CCC Board of Supevisors Minutes 621
863\106\2284588.4 16
STATE OF CALIFORNIA )
)
COUNTY OF __________________ )
On ____________________, before me, ___________________________, Notary Public,
personally appeared ______________________________________, who proved to me on the
basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify UNDER PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
______________________________________
Name: ______________________________
Notary Public
A notary public or other officer completing this certificate verifies only the
identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or validity of that document.
March 20, 2018 CCC Board of Supevisors Minutes 622
863\106\2284588.4 17
STATE OF CALIFORNIA )
)
COUNTY OF __________________ )
On ____________________, before me, ___________________________, Notary Public,
personally appeared ______________________________________, who proved to me on the
basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify UNDER PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
______________________________________
Name: ______________________________
Notary Public
A notary public or other officer completing this certificate verifies only the
identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or validity of that document.
March 20, 2018 CCC Board of Supevisors Minutes 623
A-1
863\106\2284588.4
EXHIBIT A
LEGAL DESCRIPTION OF THE PROPERTY
March 20, 2018 CCC Board of Supevisors Minutes 624
B-1
863\106\2284588.4
EXHIBIT B
COUNTY/CITY
RESIDUAL RECEIPTS NUMERICAL EXPLANATION
March 20, 2018 CCC Board of Supevisors Minutes 625
RECOMMENDATION(S):
1.ADOPT Resolution No. 2018/106 authorizing the issuance of Multifamily Housing Revenue Bonds (the
"Bonds") in an amount not to exceed $12,000,000 to finance the acquisition and rehabilitation of Antioch
Renovations - Pinecrest Apartments and Terrace Glen Apartments, a 56-unit residential rental housing
development, including 24 units located at 1945 and 1949 Cavallo Road (APN 068-061-024 and 32 units
located at 104-106 West 20th Street and 35-107 West 20th Street (APNs 067-251-015-3 and
067-252-011-1) in the City of Antioch, California (the "Development").
2.FIND and DECLARE that the recitals contained in the proposed Resolution are true and correct.
3.ACKNOWLEDGE that for purposes of Section 147(f) of the Internal Revenue Code of 1986, authorizing
the issuance of the Bonds to finance the costs of the acquisition and construction of the Development is
subject to Board of Supervisors approval of all documents related to the Bonds to which the County is a
party.
4.ACKNOWLEDGE that adoption of this resolution does not relieve or exempt the project sponsor from
obtaining required permits or approvals, nor obligate the County to incur any obligation or provide
financial assistance with respect to the Bonds or the Development; and
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Kara Douglas
925-674-7880
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board
of Supervisors on the date shown.
ATTESTED: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 45
To:Board of Supervisors
From:John Kopchik, Director, Conservation & Development Department
Date:March 20, 2018
Contra
Costa
County
Subject:Multifamily Housing Revenue Bonds - Antioch Renovation, Pinecrest and Terrace Glen Apartments
March 20, 2018 CCC Board of Supevisors Minutes 626
RECOMMENDATION(S): (CONT'D)
5.AUTHORIZE and DIRECT any authorized officer of the County to do any and all things, take any and
all actions, and execute and deliver any and all certificates, agreements, and other documents, which the
officer may deem necessary or advisable in order to effectuate the intent of the Resolution.
FISCAL IMPACT:
No impact to the General Fund. In the event that the bonds are issued, the County is reimbursed for
costs incurred in the issuance process. Annual expenses for monitoring of Regulatory Agreement
provisions ensuring units in the Development will be rented to low income households are
accommodated in the bond issue. The Bonds will be solely secured by and payable from revenues (e.g.
Development rents, reserves, etc.) pledged under the bond documents. No County funds are pledged to
secure the Bonds.
BACKGROUND:
The recommended action is the adoption of a resolution by the Board, as the legislative body of the
County, authorizing the issuance of Multifamily Housing Revenue Bonds (the "Bonds"), which will be
used to finance the acquisition and construction of Antioch Renovations - Pinecrest Apartments and
Terrace Glen Apartments, a 56-unit residential rental housing development, including 24 units located at
1945 and 1949 Cavallo Road (APN 068-061-024 and 32 units located at 104-106 West 20th Street and
35-107 West 20th Street (APNs 067-251-015-3 and 067-252-011-1) in the City of Antioch.
Through a limited partnership, Antioch Recap, LP., that it has sponsored, Resources for Community
Development (RCD) will acquire the Development and proposes the use of the Bonds to rehabilitate the
project. RCD, or a related entity, will be the Managing General Partner with a tax credit investor as the
limited partner.
The proposed financing would implement City of Antioch and County policies to preserve the supply of
existing affordable housing. At its February 27, 2018, meeting, the Board of Supervisors approved
Reimbursement Resolution (Resolution number 2018/76) for the Development. The Reimbursement
Resolution conditionally provided for the issuance of the Bonds.
The main purpose of the proposed resolution is to acknowledge that a public hearing was held by the
Assistant Deputy Director on March 6, 2018 with no public comment, and to meet other bond issuance
requirements which are specified in Section 147(f) of the Internal Revenue Code. The proposed bonds
cannot be issued until a separate resolution is adopted by the Board of Supervisors specifically
authorizing the sale of the Bonds. Such separate resolution to authorize the sale of bonds would come
before the Board after receipt of an allocation from the State of California for Private Activity Bond
Authority. An application for Private Activity Bond Authority was submitted to the California Debt
Limit Allocation Committee on March 16, 2018. The expected timing for a Bond Sale Resolution would
be summer 2018. The City of Antioch acknowledged its support of the County as the bond issuer by
City Council resolution at its March 13, 2018 meeting.
The proposed resolution would not relieve RCD from obtaining other required permits or approvals
required by law, nor obligate the County to incur any obligation or provide financial assistance with
respect to the Bonds or the Development. Annual expenses of the County related to the monitoring of
the Regulatory Agreement are accommodated in the bond issue.
CONSEQUENCE OF NEGATIVE ACTION:
Negative action would prevent the County from meeting the public approval requirement of the Internal
March 20, 2018 CCC Board of Supevisors Minutes 627
Negative action would prevent the County from meeting the public approval requirement of the Internal
Revenue Code for issuing Multifamily Housing Revenue Bonds. As a result, the Multifamily Housing
Revenue Bonds could not be issued by the County.
CHILDREN'S IMPACT STATEMENT:
The Development supports Children's Report Card outcome #3: Families are Economically
Self-Sufficient
AGENDA ATTACHMENTS
Resolution No. 2018/106
TEFRA transcript
TEFRA Proof of Publication
MINUTES ATTACHMENTS
Signed Resolution No. 2018/106
March 20, 2018 CCC Board of Supevisors Minutes 628
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 03/20/2018 by the following vote:
AYE:5
John Gioia
Candace Andersen
Diane Burgis
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2018/106
Resolution Authorizing the Issuance of Multifamily Housing Revenue Bonds in an Aggregate Principal Amount not to Exceed
Twelve Million Dollars ($12,000,000) for the Purpose of Providing Financing for Certain Multifamily Rental Housing Facilities
in Antioch.
WHEREAS, the County of Contra Costa (the “County”) is authorized to issue multifamily housing revenue bonds pursuant to
Section 52075 and following of the California Health and Safety Code; and
WHEREAS, the County desires to participate in financing costs of the acquisition and rehabilitation of 56 units of residential
rental housing with 24 units currently identified as Pinecrest Apartments located at 1945 and 1949 Cavallo Road (APN No.
068-061-024) in Antioch, and 32 units currently identified as Terrace Glen Apartments located at 104-106 West 20th Street and
35-107 West 20th Street (APN Nos. 067-251-015-3 and 067-252-011-1) in Antioch (collectively, the “Development”), all of
which will be initially owned at the time of the financing by Antioch Recap, L.P., a California limited partnership (the
“Borrower”); and
WHEREAS, to assist in financing the Development, the County intends to sell and issue not to exceed $12,000,000 principal
amount of its multifamily housing revenue bonds (the “Bonds”) and to loan the proceeds of the Bonds to the Borrower, thereby
assisting in providing housing for low income persons; and
WHEREAS, pursuant to Section 147(f) of the Internal Revenue Code of 1986, as amended (the “Code”), the issuance of the
Bonds by the County must be approved by an applicable elected representative body with respect to the Development following
the conduct of a public hearing on the proposed financing; and
WHEREAS, the Board of Supervisors of the County of Contra Costa (the “Board”), is the elected legislative body of the County
and is one of the applicable elected representatives authorized to approve the issuance of the Bonds under Section 147(f) of the
Code; and
WHEREAS, pursuant to Section 147(f) of the Code, the Assistant Deputy Director of the Department of Conservation and
Development of the County has, following notice duly given, held a public hearing regarding the financing of the Development
and the issuance of the Bonds, and a summary of any oral or written testimony received at the public hearing has been presented
to the Board of Supervisors for its consideration; and
WHEREAS, the Board now desires to approve the issuance of the Bonds.
NOW, THEREFORE, BE IT RESOLVED, by the Board of Supervisors of the County of Contra Costa, as follows:
Section 1. The Board hereby finds and declares that the foregoing recitals are true and correct.
Section 2. For purposes of Section 147(f) of the Code, the Board hereby authorizes the issuance of Bonds by the County to
provide financing for costs of the Development. The sale and delivery of the Bonds shall be subject to the approval by the Board
of all documents related to the Bonds to which the County is a party.
Section 3. The adoption of this Resolution does not (i) relieve or exempt the Borrower from obtaining any permits or approvals
that are required by, or determined to be necessary from, the County in connection with the Development, nor (ii) obligate the
March 20, 2018 CCC Board of Supevisors Minutes 629
County to incur any obligation or provide financial assistance with respect to the Bonds or the Development.
Section 4. All actions heretofore taken by the officers and agents of the County with respect to the financing of the Development
and the sale and issuance of Bonds are hereby approved, ratified and confirmed, and any authorized officer of the County is
hereby authorized and directed, for and in the name and on behalf of the County, to do any and all things and take any and all
actions and execute and deliver any and all certificates, agreements and other documents, which any such officer may deem
necessary or advisable in order to effectuate the purposes of this Resolution.
Section 5. This Resolution shall take effect upon its adoption.
Contact: Kara Douglas 925-674-7880
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
March 20, 2018 CCC Board of Supevisors Minutes 630
March 20, 2018 CCC Board of Supevisors Minutes 631
March 20, 2018 CCC Board of Supevisors Minutes 632
March 20, 2018 CCC Board of Supevisors Minutes 633
March 20, 2018CCC Board of Supevisors Minutes634
RECOMMENDATION(S):
ADOPT Resolution No. 2018/97 authorizing the operating hours for the El Cerrito Library to be updated
from those approved under Resolution 2018/27 on January 16, 2018.
FISCAL IMPACT:
All costs of the modified operating schedule will be reimbursed by the City of El Cerrito.
BACKGROUND:
On May 8, 2012, the Board of Supervisors approved Resolution No. 2012/177 authorizing a change in
operating hours for departments that deviated from the standard operating hours (8am-12 noon; 1 pm-5pm)
set under County Ordinance Code 22-2.202. Resolution No. 2018/27 authorizes the County Ordinance Code
22-2.202 to reflect the Library's current operating hours at all libraries and Library Administration. This
revision to Table A will correctly reflect the operating hours for the El Cerrito Branch of the Library.
Contra Costa County provides each library in the County system with a basic 35 open hours per week,
provided they fund all costs for maintenance. On June 6, 2017, the El Cerrito City Council voted to
approve their proposed budget, which included the additional funding necessary to cover the costs of
increasing the open hours of the library to 50 hours per week, an increase of 42% over current service
levels. The library will now be open every day instead of the previous schedule of 5 open days per week.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 03/20/2018 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: Walt Beveridge
925-608-7730
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: W. Beveridge
C. 46
To:Board of Supervisors
From:Melinda Cervantes, County Librarian
Date:March 20, 2018
Contra
Costa
County
Subject:Library Operating Hours
March 20, 2018 CCC Board of Supevisors Minutes 635
BACKGROUND: (CONT'D)
The new library schedule will begin on April 2, 2018: Mon, Tues (Noon to 8pm), Wed, Thurs (10am to
6pm), Fri, Sat (10am to 5pm) and Sun (1pm to 5pm).
AGENDA ATTACHMENTS
Resolution No. 2018/97
Attachment to Resolution No. 2018/97: Table A
MINUTES ATTACHMENTS
Signed Resolution No. 2018/97
March 20, 2018 CCC Board of Supevisors Minutes 636
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 03/20/2018 by the following vote:
AYE:5
John Gioia
Candace Andersen
Diane Burgis
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:
ABSTAIN:
RECUSE:
Resolution No. 2018/97
IN THE MATTER OF MODIFYING THE HOURS OF OPERATION FOR THE LIBRARY
WHEREAS, On January 16, 2018, the Board of Supervisors approved Resolution No. 2018/27 authorizing a change in operating
hours for the library that deviated from the standard operating hours (8am-12 noon; 1pm-5pm)set under County Ordinance Code
22-2.202;
WHEREAS, the Library wishes to continue its practice of offering office hours beyond what is prescribed in County Ordinance
22-2.202 (7:30 a.m. - 5:00 p.m., Monday-Friday, with no lunch breaks) to better accommodate the needs of the public;
WHEREAS, On June 6, 2017, the El Cerrito City Council voted to approve their proposed budget, which included the additional
funding necessary to cover the costs of increasing the open hours of the library to 50 hours per week, an increase of 42% over
current service levels;
NOW, THEREFORE, BE IT RESOLVED that the Board of Supervisors for the County of Contra Costa does hereby approve the
request to update the hours of operation for the Library to the hours shown in the attached table (Table A); and
BE IT FURTHER RESOLVED that this Resolution supersedes and replaces Resolution No. 2018/27, which was adopted by the
Board on January 16, 2018.
Contact: Walt Beveridge 925-608-7730
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: March 20, 2018
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: W. Beveridge
March 20, 2018 CCC Board of Supevisors Minutes 637
March 20, 2018 CCC Board of Supevisors Minutes 638
Library
Library Address Hours Approved Resolution No. 2012/177 Proposed Operating Hours
Antioch Library 501 W. 18th
Street 94509 12pm-8pm (Mon, Tues); 10am-5pm (Wed, Thurs); 12pm-5pm (Sat)12pm-8pm (Mon, Tues); 10am-6pm (Wed, Thurs); 12pm-5pm (Sat)
Bay Point Library 205 Pacifica
Avenue 94565 2:30pm-6pm (Mon, Fri); 2:30pm-8pm (Tues, Thurs)NO CHANGE
Brentwood Library 104 Oak
Street 94513 10am-8pm (Mon-Thurs); 10am-6pm (Fri, Sat)9am-5pm (Mon, Wed-Fri); 12pm-8pm (Tues)
Clayton Library 6125 Clayton
Road 94517 1pm-9pm (Mon, Wed); 10am-6pm (Tues, Thurs, Sat); 1pm-5pm (Sun)NO CHANGE
Concord Library 2900 Salvio
Street 94519
12pm-9pm (Mon, Thurs); 10am-6pm (Tues, Wed); 10am-5pm (Fri,
Sat); 1pm-5pm (Sun)NO CHANGE
Crockett Library 991 Loring
Avenue 94525 11am-5pm (Mon, Wed, Fri); 10am-4pm (Sat)2pm-8pm (Mon)11am-5pm (Wed, Fri); 10am-4pm (Sat)
Danville Library 400 Front Street
94526 10am-8pm (Mon - Thurs); 10am-6pm (Fri, Sat); 1pm-5pm (Sun)NO CHANGE
Dougherty Station Library
17017 Bollinger Canyon Road,
San Ramon, 94582
10am-8pm (Mon, Thurs); 12pm-8pm (Tues, Wed); 10am-5pm (Fri,
Sat)NO CHANGE
El Cerrito Library 6510 Stockton
Avenue 94530
12pm-8pm (Mon, Tues); 10am-6pm (Thurs); 1pm-5pm (Fri); 10am-
5pm (Sat)
12pm-8pm (Mon, Tues); 10am-6pm (Wed, Thurs); 10am-5pm (Fri,
Sat); 1pm-5pm (Sun).
El Sobrante Library 4191 Appian
Way 94803
12pm-8pm (Mon, Thurs); 10am-6pm (Tues); 1pm-5pm (Fri); 10am-
5pm (Sat)NO CHANGE
Hercules Library 109 Civic Drive
94547 1pm-9pm (Mon, Tues); 10am-6pm (Wed, Thurs, Sat)
12pm-8pm (Mon, Tues); 10am-6pm (Wed, Thurs); 1pm-5pm (Fri);
10am-5pm (Sat)
Kensington Library 61 Arlington
Avenue 94707
12pm-8pm (Mon, Tues); 10am-6pm (Thurs); 1pm-5pm (Fri); 10am-
5pm (Sat)NO CHANGE
Lafayette Library 3491 Mt.
Diablo Boulevard 94549 10am-8pm (Mon-Thurs); 10am-5pm (Fri, Sat); 1pm-5pm (Sun)NO CHANGE
Martinez Library 740 Court
Street 94553
12pm-8pm (Mon); 10am-8pm (Tues); 12pm-5pm (Wed, Fri); 10am-
5pm (Sat)NO CHANGE
Moraga Library 1500 St. Mary's
Road 94556
12pm-8pm (Tues, Thurs); 10am-6pm (Wed); 1pm-5pm (Fri); 10am-
5pm (Sat)
12pm-8pm (Tues, Thurs); 10am-6pm (Wed); 1pm-5pm (Fri, Sun);
10am-5pm (Sat)
Oakley Library 1050 Neroly
Road 94561 12pm-8pm (Tues, Wed); 10am-6pm (Thurs-Sat)NO CHANGE
Orinda Library 26 Orinda Way
94563 10am-8pm (Mon-Thurs); 10am-6pm (Fri, Sat); 1pm-5pm (Sun)NO CHANGE
Pinole Library 2935 Pinole Valley
Road 94564 10am-6pm (Mon); 2pm-8pm (Wed); 12pm-5pm (Fri, Sat)NO CHANGE
Pittsburg Library 80 Power
Avenue 94565
12pm-8pm (Tues); 10am-6pm (Wed); 1pm-8pm (Thurs); 11am-5pm
(Fri, Sat)NO CHANGE
Pleasant Hill Library 1750 Oak
Park Boulevard 94523 11pm-8pm (Tues); 11am-6pm (Wed, Thurs); 10am-5pm (Fri, Sat)
12pm-8pm (Mon); 1pm-8pm (Tues); 11am-6pm (Wed, Thurs); 10am-
5pm (Fri, Sat)
Prewett Library 4703 Lone Tree
Way, Antioch 94531 10am-7pm (Tues); 12pm-8pm (Wed, Thurs); 12pm-5pm (Fri, Sat)NO CHANGE
Rodeo Library 220 Pacific
Avenue 94572 12am-5pm (Mon, Sat); 1pm-7pm (Tues, Thurs))11am-5pm (Mon); 1pm-7pm (Tues, Thurs); 12pm-5pm (Sat)
San Pablo Library 13751 San
Pablo Avenue 94806
12pm-8pm (Mon, Tues); 10am-6pm (Wed, Thurs); 1pm-5pm (Fri,
Sun); 10am-5pm (Sat)
12pm-8pm (Mon, Tues); 10am-6pm (Wed); 1pm-5pm (Fri, Sun);
10am-5pm (Sat)
San Ramon Library 100
Montgomery Street 94583 10am-8pm (Mon-Thurs); 10am-5pm (Fri, Sat); 1pm-5pm (Sun)NO CHANGE
Walnut Creek Library 1644
North Broadway 94596 10am-8pm (Mon-Thurs); 10am-6pm (Fri, Sat)NO CHANGE
Ygnacio Valley Library 2661 Oak
Grove Road, Walnut Creek
94598 10am-8pm (Mon-Thurs); 10am-6pm (Fri, Sat)NO CHANGE
Project Second Chance - Central
1750 Oak Park Boulevard
Pleasant Hill 94523 8:30am-5pm (Mon, Wed-Fri); 8:30am-8pm (Tues)NO CHANGE
Project Second Chance - East
501 W. 18th Street Antioch
94509 12pm-8pm (Mon, Tues); 11am-6pm (Wed, Thurs)
Project Second Chance -
West/San Pablo 13751 San
Pablo Avenue 94806 12pm-8pm (Mon, Tues); 10am-6pm (Wed)
Project Second Chance -
West/Hercules 109 Civic Drive
94547 10am-6pm (Thurs)
Library Administration 777
Arnold Drive, Martinez 94553 6:00am-9pm (Mon-Fri); 6am-5:30pm (Sat)
Department Operating Hours Outside of County Statute
Attachment: Table A
March 20, 2018 CCC Board of Supevisors Minutes 639