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HomeMy WebLinkAboutHUNTINGTON BEACH PUBLIC FACILITIES CORPORATION - 1977-06-20sp A G R E E M E N T vw THIS AGREEMENT, has been made and entered ',.nto this _2o day of 1977, by and between the City of Huntington Beach, California, a municipal corporation of the State of California, hereinafter referred to as CITY; and the duatington Beach Public Facilities Corporation, a non-profit corporation, organized pursuant to the General Nonprofit Corporation Law of the State of California, located in the City of Huntington Beach, California, hereinafter referred to as CORPORATION. W I T N E S S E T H Whereas the CITY and CORPORATION have received a communication from the HOME COUNCIL, an organization of several homeowner groups within the City of Huntington reach, during '-he month of November 1976, regarding the financial record ;seeping of -the CORPORATION and other related matters; and Whereas the CITY and CORPORATION have received a response to the communication, dated May 17, 1977, from the Office of the City ?administrator of the City of Huntington Beach, prepared in summary 0f several Departmental reports; and Whereas the CITY and. CORPORATION each desire to effect actions which will clarify and or rectify those areas of concern described in the communication and the .response related to advance rental costs versus site costs on both the Civic Center and Central Library, prior City Council commitment to fund certain change order modifications to the Civic Center project, certain construction costs paid for by the CORPORATION which have been determined to be ineligible due to being for wrark or equipment not directly located within the site boundaries described in the Lease and Sublease and within the Indenture of Mortgage and Deed of Trust, executed by tae CITY and CORPORATION on, January 15, 1972; and certain maintenance contract costs paid for by the CORPORATION which have been det:�rmined to be ineligible due to not being fixed equipment o*�_ construction materials at the project page 1 of described in the Lease and Sublease and within the !,-.denture of biort- gage and Deed of Trust executed by the CITY and CORPORATION, on Sept- ember 1, 1972. NOW, THEREFORE, ea^h of the parties signatory hereto does hereby agree as f-Alows: 1. CITY and CORPORATION agree that a minutely detailed audit of costs and expex,dicures made by each body during the Civic Center Project Phase I and IT, and during the Central Library project, would be extremely costly and would not be to the best interests of the citizens of K,',It- ington Beach, and agree that the following actions will effect the clari- fications necessary for the records of the Civic Center Project, Phase I and II, and t:-a Central Library project. 2. CITY agrees to pay CORPORATION $65,000 for change order modifications to Civic Center which amount was committed by minute action of the City Council at a regular adjourned meeting held on March 5, 1973. 3. CITY agrees to reimburse CORPORATION $115,E80„00 for construction costs paid by Corporation for w077k or equipment not directly located within the documented site boundaries of Civic Center, said sum understood to be derived from the total of the below listed items referred to in the above mentioned communication, response, or related documentation. a. TV Security System included work done in Fire Training Facility, with work at the Civic Center. ......$ 2,060.00 b. Down payment -or Fire/Police Lease purchase ...... 263.00 c. Civic Center Interior Plants and Pots ...... 7,000.00 d. Civic Center Art Work ...... 12,000.00 e. Paper 2roducts and Supplies - Kleenline ...... 7F'7.00 f. Fire Department Training Facility Communications ...... 83,2A .00 g. Software shipped to .Lake Fire Station (14otorolal <10(600t00 4. CITY agrees to reimburse CORPORATION $2,800.00 for costs paid by CORPORATION for contract maintenance determined to be ineligible for pay- ment with bond funds for the construction of the Central Library, and pace 2 Of 4 said sum understood to be derived from the following; which was referred to in the above mentioned communication response. or related documenta- tion. a. Library Interior Plant Maintenance Contract $ 2,800.00 5. CITY agrees that the finance Director for the City of Huntington Beach will prepare the May financial reports and that they reflect item for lease payment for the Civic Center and Central Library sites, with said lease payments reflecting having been paid. 6. CITY agrees that the City Attorney will research and expeditiously pursue resol.vement, if any is required, of the status of the Central Li- brary ground lease being overlapped by the subsequently processed Cen- tral Park Concessionaire lease. 7. CITY and CORPORATION agree that the $651,453 paid by the CORPORATION to the CITY did constitute the advance rental lease payments for the Civic Center and Central Library, and that site acquisition costs will not be requested to be paid in addition to the amount of the lease pay- ments by the Corporation. 8. CORPORATION agrees that, upon receipt of the total sums of $163,680 as described in items (2), (3), and (4) above, resolutions will be trans- mitted to the Trustee to reimburse the City for rent previously paid in amounts that will equal in sum to the above $183,680. IN WITNESS WHEREOF the parties hereto have set their hands and seals the day, month, and year appearing below. DATED--� , 1977 CI OF HUNTINGT BEACH, a mu icipa -e 7iOrat'on`s Mayor page 3 of 4 ATTEST: jz "�' City Clerk APPROVED AS TO FORM: 77�' HBPF5VAtto rney REVIEWED AND APPROVED: Cit A ministrator APPROVED AS TO FORl4: Ci y Attorney INITIATED AND APPROVED: DATED: ,1977 e': HUNTINGTON BEACH PUBLIC FACILITIES CORPORATION, a private nonprofit corporation. BYr/L?'Ke BY Mary Ell sident ouseal-, S-cretary page 4 of 4 a City of Huntington Beach P.O. BOX ISO CALIFORNIA 92648 OFFICE OF THE CITE' CLERIC June 22, 1977 Donald W. Kiser, Assistant Secretary Huntington Beach Public Facilities Corp. 17371 Gothard Street Huntington Beach, CA 92647 Dear Mr. Kiser: The City Council of the City of Hun�--ington Beach at its regular meeting held Monday, June 20, 1977 approved an agreement between the City and the Huntington Beach Public Facilities Corporation clarifying and rectifying areas of concern and providing for certain payments by the City to the PFC for items of work ineligible for bond money expenditures. We are enclosing a duly executed copy of said agreement together with copies of the attachments for your further action. Sincerely yours, Alicia M. Wentworth City Clerk AMd : CB : tam encl. 2 CITY OF HUNTINGTON BEACH -11H COUNCIj`jj:.A�DMINISTRATOR COMMUNICATION HUNTING TON REACH( ---91' 3 �VLJ ,�j •k> -�• ' { GU UN, i iL I To Honorable May r and �}ror 2�a d Belsito City Council Administrator Subject PFC AGREEMENT/RESOLUTION 15, 1977 Attached is a co.- nication from Don Kiser, Assistant Secretar, to the Publi- Facilities Corporation, describing actions the PFC took June 8, 1977. Specifically, there is an Agreement and Resolutions 77-18 through 77-22. As the City Council is aware, this office has been working with 1:FC and the HOME Council on discrepancies on City charges to PFC, As a result of numerous meetings, it was determined that items tr"ali.ng $183,680 should not have been charged to PFC. The Agreement arifies this problem by the City reimbursing PFC $183,680. In 7 trn, Resolutions 77-21 and 77-22 reduce the City's rent payment by a ?qua.l amount, $183,680. Net result is no additional cost to the i,.__ty. Resolutions 77-18 and 77-19 are for informational purposes dealing with the transfer of funds between bond funding accounts. Resolution 77-20 grants consent to the City's x.;•xecuting a right-of-way easement grant to the public for street and utility purposes over a portion of the Civic Center. site, The letter from the HOME Council outlining the areas where the City erroneously billed the PFC expenditures at the City Center and Library and my response to these charges are on file in the City Clerk's office, due to the length of these documents. If any member of the Council or interested citizen desires to review this data, they can do so at the office of the City Clerk. RECOMMENDATION Ratify the Agreement between th^ City and the Public Facilities Corporation. Net result will be no ad.dit'ional cost to the City, and this will resolve the issue that HOME council presented the City. Respectfully submitted, loyd G Belsito City Administrator FGB:EHM:bb Arm VGYk PUBLIC,s�CI A Huntington Beach Public Facilifles Corporation ca INCORPORATED m 17371 Gothard Street NOVEMBRR 27,1070 Huntington Beach, California 92647 June 9, 1977 Floyd G. Belsito City Administrator City of Huntington Beach Subject: Agreement and Resolutions Dear Mr. Belsito: The Board of Directors approved and executed the enclosed Agreement and Resolutions numbered 77-18 through and including 77-22 at a Special Called Meeting of The Board on June 8, 1977. The Agreement clarifys and rectifies certain areas of concerns that have been discussed, reviewed, and responded to during the several months; and provides for certain payments by the City to the HBPFC for items of work ineligible for bond money expenditures. The two latter Resolutions of the Board of Directors provide for a reimbursement of rent previously paid by the City for the two facilities, and are as provided for also in the Agreement. Resolutions numbered 77-18 and 77-19 are being transmitted for information of Board actions taken to transfer funds into different bond funding accounts, the first being to cover costs of administrative expenses and the second to .reduce the balance in the Central Library's construction fund. Resolution No. 77-20 grants consent to the City's executing a right of way easement grant to the public for street and utility purpo:,es over a portion of the Civic Center site, which grant is necessary for a pending realignment project to improve Yorktown Avenue. Please be advised the Board directed, by minute action, that the Home Council communication and the City Administrator's response, rwferred to in the Agreement, be attached to the record file copies of the Agreement. • -2- Ak t' P T_ will appreciate your transmittal of the enclosed documents to the City Council for approval of the Agreement and for, their information regarding the Resolutions. Subsequent to execution of the Agreement, I will forward an invoice for the monies to be paid by the City, and immediately after preparation of the check or warrant I will forward the necessary Resolutions effecting reimbursements to the Trustee of the HBPFC bond funds. Very truly yours Donald W. Kiser Asst. Sec., HBPFC DWI:: cc: HBPFC Directors F.S. Arguello H.E. Hartge n i s Y Y " I PU8L/CAl a� S�Huntington Leach Public Facilities Corporation INCORPORATED m 17371 Gothard Street NOV.EM{JER 27.1070 Huntington Beach, California 92647 �41 a4 RESOLUTI N N . 0 0 77-18 CALIF 00\� ' A RESOLUTION OF THE BOARD OF DIRECTORS OF THE HUNTINGTON BEACH PUBLIC FACILITIES CORPORATION DIRECTING THE TRUSTEE TO TRANS- FER AN AMOUNT OF MONEY FROM THE BOND REDEMP- TION FUND OF THE FIRST ISSUE LEASEHOLD MORT- GAGE BONDS. WHEREAS there exists a deficiency in the Adminis- trative Expense Fund established by the Indenture of Mortgage and Deed of Trust, dated January 15, 1972, between the Hunting- ton Beach Public Facilities Corporation and Bank of America National Trust and Savings Association; and WHEREAS Sections 502 and 504 of the Indenture provide for deposits necessary to make up deficiencies; NOW, THEREFORE, the Board of Directors of the Hunting- ton Beach Public Facilities Corporation does hereby resolve that the Trustee be requested and directed to deposit $1000 into the Administrative Expense Fund from the Bond Redemption Fund of the First Issue Leasehold Mortgage Bonds, and to effect the deposit on or after June 13, 1977 at which time no investment interest will be lost. PASSED AND ADOPTED at the Regular Adjourned Meeting of the Board of Directors on May 25, 1977. APPROVED AS TO FORM: Clayton Parker, Attorney APPROVED: J/ Sapp, sident DATED: Mary El/Len Houseal, Secretary/Treasurer ATTEST: Donald W. Kiser, Assistant Sec. H.B.P.F.C. 4' ,k P u s t 6, INCORPORATED PT1 �✓ NOVEFAUIER 27.1970 y r�t►FoaN�/ \f �i Ell Huntington Beach Public Facilities Corp®ratlon 17371 Gothard Street Huntington Beach, California 92647 RESOLUTION NO.77--19 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE HUNTINGTON BEACH PUBLIC FACILITIES CORPORATION DIRECTING THE TRUSTEE TO TRANSFER AN AMOUNT OF MONEY FROM THE CONSTRUCTION FUND OF THE SECOND ISSUE LEASEHOLD MORTGAGE BONDS. WHEREAS the construction of the Central Library has been completed, and there are minimal, if any, foreseeable changes, alter- ations, and additions to the Project, and funds will be retained in a sufficient amount to provide for payment of remaining costs; and WHEREAS there exists a remainder in the Construction Fund established by the Indenture of Mortgage and Deed of Trust, dated September 1, 1972, between the Huntington Beach Public Facilities Corporation. and Bank of America National Trust and Savings Association; and WHEREAS the Board of Directors consider the remainder to be in excess of projected needs for payment of remaining construction costs, or for changes, alterations, or additions to the Project; and WHEREAS Section 406 of the Indenture of Mortgage and Deed of Trust provides for optional dispositions of these funds by the Board of Directors of the Corporation; NOW, THEREFORE, the Board of Directors of the Huntington Beach Public Facilities Corporation does hereby resolve that the Trustee be requested and directed to transfer $100,000 from the Construction Fund of the Second Issue Leasehold Mortgage Bond Funds into the Rental Revenue Fund, and that the Trustee follow the procedures of Section 502 of the Indenture for apportionment and subsequent depcsit into the Bond Redemption Fund. PASSED AND ADOPTED at the Regular Adjourned Meeting of the Board of Directors on May 25, 1977. APPROVED AS TQ )•ORM: .APPRO ED :tl =��t`/, Jy L Sapp, P dent Mary Ellen Houseal, Secretary/Treasurer DATEDG% o� If7 7 ATTEST: —� Donald W. Kiser,Asst.Secretary ,t Huntington Beach Public Facilities Corporation 17371 Gothard Street Huntington Beach, California 92647 RESOLUTION NO. 77-20 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE HUNTINGTON BEACH PUBLIC FACILITIES CORP- ORATION GRANTING CONSENT TO THE CITY OF HUNT- INGTON BEACH, CALIFORNIA TO GRANT AN EASEMENT TO THE PUBLIC OVER A PORTION OF THE GROUND LEASE FOR THE CIVIC CENTER WHEREAS the City of Huntington Beach, California has planned an improvement project on Yorktown Avenue (formerly Mansion Avenue), consisting of realignment and reconstruction of highway fa- cilities in cooperation with the Orange County Arterial Highway Fund- ing Program; and WHEREAS the realignment necessitates that the City of Hunt- ington Beach grant an easement to the public for highway and utility purposes, and a portion of this easement overlies property described in the Lease and Sublease and in the Indenture of Mortgage and Deed of Trust, dated January 15, 1972, and the City has requested that the Board of Directors of the Corporation grant consent to the easement grant; NOW, THEREFORE, the Board of Directors of the Huntington Beach Public Facilities Corporation have examined the Lease and Sub- lease and the Indenture and Deed of Trust, and have determined that the grant of the easement will not be of any detriment to the bondhold- ers, and does herby resolve that consent is granted to the City of Huntington Beach, California to execute a grant to the public for high- way and utility purposes over that area of the Ground Lease for Civic Center, and directs that a copy of the plat and description be attached hereto and made a part of this resolution. The Board further directs that a copy of this resolution and accompaniments be forwarded to the Trustee for record, and that a copy of the final recorded easement be filed in the offices of the Board and the Trustee. Page 1 of 2 PAS;,ED ANLI ADOPTED at the Regular Adjourned Meeting of the Board of Directors on May 25, 1977. APPROVED: J•e Sapp, Pre ent y PP. DATED: �� 1,977 ATTEST: Donald W. Kiser, Assistant Secretary/HBPFC B1.1 Mary Ellen Houseal, Secretary/Treasurer APPROVED AS TO FORM: Clayton Parker, Attorney page 2 of 2 0 Stt�' iz� Huntington Beach Public Facilities Corporation 17371 Gothard Stroet Huntington Beach, Califo_.iia 92647 May 23, 1977 To: The Board of Directors SUBJECT: Right of Way Dedication Consent Transmitted herewith is a plat and description of a parcel of land proposed to be dedicated as an easement to the public for street right of way, this parcel is within the boundaries of the Civic Center site lease. The City has applied for and received allocation from the orange County Arterial Highway Financing Program to realign Yorktown Avenue for improved traffic flow and upgrading of the structural quality of the highway. Yorktown Avenue has been processed as the name change for Mansion Avenue which lies along the northern boundary of Civic !'enter. The dedication of this right of way, in as much as it includes leased lands, requires consent of the Board of Directors even though +-'ae City is the fee owner. I have researched the Lease and Sublease and he Indenture .for any special actions needed to accompany the consent, however, I find none to govern the particular situation. Therefore, I would recom- mend the consent be granted in the form of a resolution. I might point out that grant of a public easement does not alter the original fee ownership, it merely provides certain rights to the general public such as surface traffic and underground utility services. I consider that the consent will not affect the rights of the bond- holders and that only the trustee should be forwarded a copy of the consent and the easement grant deed. If anything, the completion of the highway improvements would enhance the vale of the property. - :mac �'t-' � Donald 11. Kiser Division Engineer cc: B. Hartge DWK/pg LEGAL DESCRIPTION OF ADDITIONAL RIGHT OF WAY FOR THE SOUTH SIDE OF YORKTOWN AVENUE, EAST OF MAIN STREET That portion of Section 2 Township 6 South, Range 11 West in the Rancho Los Bolsas, City of Huntington Beach, County of Orange, State of California as shown on a map recorded in Book 51, page 14 of Miscellaneous Maps, in the office of the County Recorder of said County, described as follows: Beginning at the intersection of a line parallel with and 60.00 feet west measured at right angles from the west line of Block 2002, Tract No. 12, recorded in Book 9, page 13 �,f Miscellaneous Maps, records of Orange County and z line parallel with and 50.00 feet north measured at right angles from the north line of said Block 2002; thence North 891 50' 45" East 360.00 feet along said las-t mentioned parallel line; thence South 00 00' 15" East 50.00 feet to a point on the north line of said Block 2002 being the True Point of Beginning; thence South 891 59' 45" East 235.32 feet along the north line of said Block 2002, its easterly extension and the north line of Block 2001 of said Tract No. 12 to an angle point in said.north line; thence South 480 41' 56" East 103.97 feet along said north line to a point on a non -tangent curve concave to the southwest having a radius of 750.00 feet, a radial line to said point bears North. 240 41' 55" East; thence northwesterly along said curve through a central angle of 241 42' 10" an arc distance of 323.36 feet to the True Point of Beginning. I-2ATA _ 1 47 750" L= T /o : Z3 �' a •._ .�/� �. �, - _. , c\ •�l ,ae�Es = o, cry Y� PU3L/L,cq r i U` INCORPORATED m NOVEMBER 2Y.f"7. Huntington each Public Facilities Corporation 17371 Gothard Street Huntington Beach, California 92647 RESOLUTION NO. 77-21 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE HUNTINGTON BEACH PUBLIC FACILITIES CORPORATION DIRECTING THE TRUSTEE TO REIMBURSE THE CITY OF HUNTINGTON BEACH FOR RENT PREVIOUSLY PAID FOR THE CIVIC CENTER COMPLEX, FIRST ISSUE BONDS WHEREAS the City of Huntington Beach has fulfilled a commitment to the Huntington Beach Public Facilities Corporation made in an Agreement dated the day of ,1977 be- tween the City of Huntington Beach and the Huntington Beach Public Facilities Corporation, said commitment being to reimburse the Corp- oration for construction costs paid by the Corporation for work and equipment not totally performed or installed on the Civic Center site; AND WHEREAS there exists surplus funds in the Bond Redemption Fund established by the Indenture of Mortgage and Deed of Trust, dated January 15, 1972, between the Huntington Beach Public Facilities Corporation and Hank of America National Trust and Savings Association; AND WHEREAS Section 504 of the indenture of Mortgage and Deed of Trust provides that the Trustee may consider certain balances in the Bond Redemption Fund to be surplus and under direction may reimburse the City for relit previously paid to the Corporation; NOW, THEREFORE, the Board of Directors of the Huntington Beach Publi- Facilities Corporation does hereby resolve that the Trustee be re- quested and directed to consider $180,890 of the Bond Redemption Fund to be surplus and to prepare a check in this amount, payable to the City of Huntington Beach as a reimbursement of rent previously paid for the Civic Center Complex. PASSED AND ADOPTED at the Regular Adjourned Meeting of the Board of Di- rectors on May 25, 1977. APPROVED AS TO FORM: Claytpn Parker, Attorney APPROVED: L J r Sapp, r dent A`i'ED 7 Mary Ellen Houseal, Sec./Treasurer ATTEST: Donald W. Kiser, AsSt Secretary a," dA, / f 7 7 I Pf'�A Puat/C� U'nINCORPORATED C002 Ci ��ALiFOR��� V111,117. untLngton Bea-h Public Facilities Corporation 17371 Gothard Street Huntington Beach, California 92647 RESOLUTION NO.77-22 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE HUNTINGTON BEACH PUBLIC FACILITIES CORPORATION DIRECTING THE TRUSTEE TO REIMBURSE THE CITY OF HUNTINGTON BEACH FOR RENT PREVIOUSLY P24ID FOR THE CENTRAL LIBRARY, SECOND ISSUE BONDS WHEREAS the City of Huntington Beach has fulfilled a com- mitment to the Huntington Beach Public Facilities Corporation made in an Agreement dated the day of , 1977 between the City of Huntington Beach and. the Huntington Beach Public Facili- ties Corporation for costs, determined to be ineligible, paid by the CORPORATION during construction of the Central Library; AND WHEREAS there exists surplus funds in the Bond Redemption Dund established by the Indenture of Mortgage and Deed of Trust, dated September 1, 1972, between the Huntington Beach Public Facilities Corp- oration and Bank of America National Trust and Savings Association; AND WHEREAS Section 504 of the Indenture of Mortgage and Deed of Trust provides that the Trustee may consider certain balances :in the Bond Redemption Fund to be surplus and under direction may reimburse the City for rent previously paid to the Corporation; NOW, THEREFORE, the Board of Directors of the Huntington Beach Public Facilities Corporation does hereby resolve that the Trustee be requested and directed to consider $2,800.00 of the Bond Redemption Fund to be surplus and to prepare a check in this amount, payable to the City of Huntington Beach as a reimbursement of .rent previously paid for the Central Library. PASSED AND ADOPTED at -the Regular Adjourned Meeting of the Board of Di- rectors on May 25, 1977. APPROVED AS TO FORM: ClayIon Parker, Attorney APPROVED: erry . Sapp, P ident ATED: fs7 7 K�ry Ellyn Houseal, Sec./Treasure ATTEST: Donald W. Kiser, Assistant Secretary, HBPFC .�� City (if kill161111to 1 Beach P.O. BOX 190 CALIFORNIA 92648 OFFICL OF THL crrY ADMINISTRATOR May 17, 1977 TO: honorable Mayor, City Council Members, and Public Facilities Corporation Directors S1)13J1;CT: Response to HOME. Cotincil's November 1976 communication regarding 13FC financial record keeping and related matters. As you recall, last year Lorraine labor contacted Administration to advise us that she had been appointed by I10MI'. Council to do a research project on the Public facilities Corporation. lra November, a letter was sent to the City inquiring into several areas and painting out apparent discrepancies. Two conferences ,attended by 11OA11 representatives, PFC Directors, Administrative staff members, and myself were hold to Curtner discuss probleii areas. The following remarks respond to the major problem areas identified by the letter and conferences. My comments regarding each cf these problems have also been included. Staff reports of greater detail have been prepared on some items and are available upon request. LCsASIi/ SUIflLL;ASF. Confusion exists as to whether the PFC has been charged actual site costs in addition to lease fees for the library and Civic Center laud. The lease/sublease agreements state that 01c PFC Was to pay $350,000 for the Civic Center ground lease and $300,000 Car the Library ground lease. The 1974 and 1975 audits include remarks that these ground lease fees were do- ferred; however, the PFC monthly reports indicate that the I'l-C has been charged $249,000 for the Library site costs and $419,400 for the Civic Center site costs. COMMENT: ')'he City hil.lcd the PVC: and was paid $419,472 for the actual site cost for the Civic Center and $225,000 for the actual site cost for the Library. Additional costs of $6,980 for title insurance and $18,011 for lowering and replacing oil Lives for the Library site were paid • to First American Title Insurance Co. and Standard Oil Coo. of. California by the PFC but shown in the site TelCp1 one (714) 536-5201 Ilpnorablc Mayor, Ci Council -2 May 17, 1977 Memhcrs, anc: l'ub1 is F-ICilit.ics Corporat ion 1)i rectors i_ cost category of the Library project. The City never billed nor received the $3S0,000 and the $300,000 called out in t:Ie leas:;/suhleasas for the Civic (:enter and the Library nor will they bill hccause actiml site costs were i_ised. 'those actual costs were the $41.9,472.S7 on the Civic Center and $2.31,930.43 on the Library or a total of $6S1,453. The accounting treatment for the $650,000 on the City's books is to defor this revenue over the term of the lease. In other words, we will show a portion of it as revenue each. year instead of all the revenue in the year the cash was received. The reason for this treatment is that the revenue applies to the total life of the lease and not any one year. There is a question concerning the interpretation of "cost of the project" as provided for in the indenture and the manner in which it was applied. This will be researched h}, the City Attorney'.s office for further clarification. 1'fhcre have been instances where lease payments to the trustee have been :improperly handled. Financial records indicate the initial. City Library sublease payment to the PFC was ,$50,000 less than the requirc;d ammmL. I its was not 1)ruught l:o the PFC Directors' aucntion by City staff until. April, 1976, when the deficiency was paid. Also, the first full ),car sublease paymen.: on the Library, which was due on or before July 31, 1975, was not paid until August 28, 197S. Although the lease requires a 7 percent per annum interest charge on late payments, the City did not include this interest with the late payment nor were the PFC Directors advised. COMMENT: The first payments were made at the request of the trustee even though they didn't cc -respond Faith the indenturc lease dates. This procedui_ has been changed to coincide with the dates of the indenture. Also, the PFC Board Is now notified of said payments. The Library ground lease is 23.8 acres in size and extends into a portion of Central Park. Three months after iigning the PFC lease the City entered into another .lease with the Central Park Conces- sionaire. These two leases overlap to a small degree. Although the City/PFC lease allows the City to sublease the facilities it does not specifically include a provision to sublease the ground. COMMENT: It is recommended that the City and PFC enter into a supplemencal _agreement allowing the City to sublease this land for recreational pc-rposcs. The feasibility of: this recommendation will be investigated by the City Attorney's Office. Honorable Mayor, City Coulic:il -3- May 17, 1977 MClllhe7•s, and 1111bl i acil it Los Corporation Dircct PLAN CiIANGHS DURING INITIAI, CIVIC CENTER CONSTRUCflON In May, 1973, upon request of PFC and City staff, the CityCoilncil approved a $05,000 CiLy expenditUI'C to help Cover cosLs uI_ c'-Lensi.ve plan changes to accomplish departmental relocaLion recommended by former City Administr'aLor DNVid Rolqlancls. Actual cosL Co PFC was $93,800. Later, staff learned that interest earned during the construction period was sufficient to covey this expense and the $65,000 from the City was not reclui.red. Neither the PI-C nor the City Co!incil was advised that the PFC would cover the ;:ost from the interest earned and thereby relieve the City of the $65,000 Payment . COMMENT: It would have been advisable for staff to update City Council and PPC Directors of the chanted status and requested minute action cancelling the $65,000 City allocation. L'M1.iRGI;NCY OPERATING CENTER GRANTS The PFC was responsible for funding the Con-truCtion of the Emergency Operation CCnLeI•, as l-:ell as prov.ic:ing certain ecluipinent. Addi.tional.l.y, the City applied for Federal Grants to assist in this effort. IVIIcn tlic grants, totalling; $ 9 9 , 0 2 7 , were r c c 0 i v 0 d by the City, credit was applied to the PFC:'s cominuni.catioils account. Concurrently, the PFC leas charged $117,000 for ncly Conllnuni.CatiOils c(Iui.pmcnt, much of 11111iC11 Were F i r c Department Training Facility it'cIII s (wIIiC11 Wcre later found to hC ineligible expenses). The Macy, 1975, l'inanci.aI report reClected a net figure of $18,000 charged against the communications account and did not reflect the receipt or the grant or the purchase of new Communl.cations equip- 111clit. Tl-erefore, the PFC Directors were unaware of both the receipt or the grants and the new 111ai)Cr pUI'Cl1ai5Cs. CON;,iliNT: This action was evidently taken ;:i th prior Administrative approval. .in an effort to parlay grants in order to acquire a highly sophisticated, but expensive, conununi- catioils systonl. Because o C the conlplexi.ty and the various sources of fUndillg, it would have been advisable to publish a report on the total. cost of the system and tile' sources Of funding;. Staff should have kept the City Council and the PFC hoard advised of their actions. i(c�ru rrw c Pia} a r, City Council -11 - May 17, 1977 Heathers, and Public P ilities Corporation Director_ (19 BOOKKEEPING, ACCOUNTING, A14D AUDITS Since its inception in 1971, the accounting Amcti.on of the PFC ha: been performed by the City Finance Department. Accounting records have been maintained in a workshoot format. COMMENT: This system was acceptable ;.o the PPC Board and the then external auditors. In retrospect, it appears that the system was inadequatU for a multi -million dollar corporation. The City's current auditor, Peat, Piarwick, Mitchell f, Co., in its letter to management recommended incorporating; a new PFC accounting system into the existing general ledger system of the City. This changeover will occur along with other changes in the accounting system. The City has received from the PFC more than $7,000,000 in reim- bursemont for site costs, purchases, contracted services, and personnel. Invoices for these reimbursements were kept in City files. 'There are no separate files for the PFC. The PFC files only contain a typed recap of charges which does not: include references such as invoice number or date paid. The recap states the vendor, amount, and item purchased. The invoices, kept in the City files, are not stamped or marked to indicate subsequent PFC reimbursement. COMMENT: In the future, reimbursement requisitions will .include greater detail and copies of invoices. Also, work orders will be made for the PFC corporate files. Categorization of disbursements on the PFC monthly reports could have been more accurate. Some expenditures, while eligible for purchase, were improperly categorized, and others were shifted from one category to another existing; category or to a newly created category without notations aphoaring on the monthly reports reflccti.ng the changed status. For example, in September, 1974, $35,000 was charged to the Civic Center Off -Site Account. The backup recap of expenditures indicates almost al.l charges related to on -site activities (drapes, carpets, interior plants, and jail modifications), not off -site improvements. COMMENT: Any attempt to reconcile these discrepancies will be time-consuming; and expensive; therefore, it is recom- mended that no attempt will he We to correct past errors. future modifications will be carefully moni- tored to avoid errors such as this. Since the PFC was formed, in January 1971 until October, 1976, there were two staff persons acting as Assistant Secretaries of PFC, both signed the PFC requisitions, forwarded them to the Honorable Mayor, City Council -5- May 17, 1977 Members, and Publi cilities .Corporation Directo trustee (Bank of America), who in turn issued all checks. The PFC Directors and the external auditors only inirequcntly checked these for appropriateness of disbursement. COMMENT: In an attempt to be more aware of all requisitions, the PFC Directors in October, 1976, initiated a new policy requiring both the review and the signature of a board member, preferably the 'Treasurer. All PFC contracts and purchase orders were processed by City staff. It appears that some items are questionable and others not eligible for PFC purchases which were charged to the PFC rather than the City. A partial list follows: 1/74 IT security System included work done Unknown 9/74 in Fire Training Facility w/work in Civic Center S/74 Down payment for Dire/Police Lease 263 purchase of telep,inter 9/74 Civic Center Interior Plants $ Pots 7,000 6/74 Civic Center Art Work 12,000 9/74 Paper Products $ Supplies-Kleenline 37 5/75 Fire Dept. Train. Facility Communications 83,200 4/76 Library Interior Plant Maint. Contract 2,800 COMMENT: This is similar to the situation concerning otf-site improvements. It would take considerable time and money to reconcile the differences caused by charges to the PFC; therefore, it is recommended that no attempt be made to correct past errors but greater care and accountability will be taken in the future. On one occasion, PFC was billed twice for a $6,080 roimbursement of prior charges which would not have occurred if original invoices were stamped or marked with dates when billed to PFC. COMMENT: Adjustment has been made to correct the Also, the newly instituted accounting procedure v,31d pre- clude this from happening again. ADMINISTRATIVE COSTS The M ase agreement states that the City is to pay all PFC admini- strativa costs after acceptance of the structures for occupancy. Honorable Mayor, CitWilitics ouncil G- May 17, 1977. Members, and Public 'Corporation Directors These costs typically include legal tees, employees, trustee, and other related services. The Library was occupied in February, 1975, and the Civic Center' July, 1974; however, Administrative costs wore not borne by the City. In late 1976, the PFC Board acted to grant inrg;ivencss of all prior fiscal your admInMrativc charges totalling approximately $20,000. COMMENT: City staff, with the City Counci.l's knowledge, has agreed to budget or cover those costs for this fiscal year and all future years. CIVIC CIiNTLR PHASE II PARTITION VMRK On Novcmher 11, 1974, the City Council at a joint meeting with the PFC approved certain modifications to the Civic Center (Phrase I1). At that time, the City Council voted for or against each proposed modification of the project. Ono of several mo/ifications which was disapproved was described as the addition of an isolation door and some miscellaneous partition work in the City Attorney's office for a cost of approximately $2,500. The PFC Board on November 20, 1974, voted to approve the modifications to the City Attorney's office along with other modifications which were previously disapproved by the City Council.. The PFC's Assistant Secretary suited that he was advisee[ that the City Council indicated during a retreat that they would reconsider previously disapproved items if they were approved by the PFC. (NOTE: Retreat agendas and minutes do not reflect any action on Civic Center Phrase II, although there does exist in the PI-C files a copy of a November 14, 1974, memo from the City Attorney to the City Administrator stating; in part, "At the City Council. retreat... the Council indicated... that any work which the Administrator could persuade the PFC to approve would be .all right. with the City Council.." This memo calls for a $2,500 allocation for placement of a door and fabric partitioning.) The only subsequent City Council action was to approve the speci- fications for bid and acceptance on the advice of the Public Forks Department. The transmitted letter o the City Council stated that the items included in the specifications were approved by both the PFC and the City Council. Actual work accomplished in the City Attorney's area under Phase II totalled $10,500 for partitions and a doer. The additional oxpendi- tures over the PFC approved $2,500 were authorized by the PFC Assistant Secretary and Project Manager. Nonorable Mayor, Ci. * Council -7- May 17, 1977 Members, aad Public cilities ` (Crporatios� Directors ----------- - Partition work completed under Phase 11 purchase orders totalled $28,300, inclusive of the work in the City Attorney's area. Additionally, a breakdown of the guncral contract work indicates a charge of $64,600 for movable partitions and interior ceilings. COMMLN,r: 'file increase in the amount of money spent for partitions over the amount pfeviously approved was investigated and appears to have been legal, cspccially since they were authorized by an officer of the ITC, even though the officer is a member of City staff. however, it should be noted that such action is not consistent with present procedures which requires Board approval. Also, staff should have advised the City Council and the Public Facilities Corporation of the difference in cost. Al,hough the tone of this report implies that all discrepancies Favored the City, there were no doubt instances which favored the PFC. llowever, staff investigation reveals that the great majority appeared to favor the City; therefore, it does not appear to be appropriate nor prudent to attempt to imply that the discrepancies balance out. it is important to point out that during construction of both the Library and the Civic Center, there were hundreds of Situations each week which required immediate decisions; and it is difficult to view those decisions and the conditions under r•rlr.ich they were made in today's context. Also, it is important to note that the reviews by the 110ML Council, the outside auditing firms, and City staff did not reveal any improprieties which would have benefited any staff member. Most of the discrepancies were the rasult of an attempt to parlay outside grants and inadequate communications between staff, the PFC, and the City Council. Since the first letter- of inquiry was sent to the City by the IMMIi Council., staff has taken corrective action. The auditing firm of Peat, flarwick, Mitchell. & Co. has been consulted, and they submitted several recommendations which are also being; implemented. The deficiencies and problems raised by the I10ME Council lr:.ve been helpful in that they caused staff to reevaluate procedure relating to activi- ties which operate outside the immediate City activities. Respectfully submitted, 14 11oyc G. 13clsito City Adiii-nistrator FGB:RAH:bb cc: Lorraine Tuber UOME Council "How- Ownerr Afulum and rxmiah a Councir' EV P. O. BOX 1601, HUNTING,TON BEACH, CALIF. 92647 L. Faber, 15271 Nottingham Ln, HB, Ca. Mr. Bud Belsi.to, City Administrator City of Huntington 3each P. 0. Box 190 Hunti_iigbon Beach, Ga. 92648 Dear Mr. Belsito, Thank you for a.11(wing IIOME Council the opportunity to contribulei.nput regarding the 75/76 Annual Public Facilities Corporation Audit. Pl-ase find attached a list outlining items that in my view inlicate problem areas. It will deal with general py oblems and ,years past. The second list dealing with 75/76 year specifically is not yet com- plete. I hope to have it finished by mid -week and hope that it can still be of value at that point. In no way should these lists be considered "all inclus- ive" because of the short time available to prepare this communication. Additionally, to assist record searching l: include 110HE Council's rough draft summary of Public Facilities Corporation Civic Center & Library Requisitions. In the event your staff or the auditors develop questions they would wish to discuss, I am available weekdays from 11:00 a.m. to 4:00 p.m. at (213) 431-7040. Sincerely yours, Lorraine Faber PFC 8tudy Chairperson cc: Arnold Ross, Internal Auditor PFC ACCCUNMIG AND BOOKKEEPING There are no PFC disbursement ledger sheets per :earl Horton of the Finance Department, nor is a computor program run. There'exists only the monthly summaries prepared by the Finance Department and the two fis,.,9.1 audits. The audits did not attempt to analyze the disbursements but seemed instead to deal only with investments and account balances. No xerox copies of invoices are kept in the PFC monthly ummary files to stand behind the City of Huntington Leach reimbursement requisitions although original invoices for all expenses paid by PFC directly to contractors and vendors are on rile. The recap sheets attached to City of Huntington Beach reimbursement requisitions, hacking same, do not refer to P.O. numbers, invoice numbers or any similar key to aid in tracing said expenses. Further the backing invoices in the City of Huntington Beach vendor files are not marked in any way when they are billed and subsequently paid by PFC. This lack of appropriate marking can lead to charging PFC for the same items twice. The total amount billed by the City of Huntington Beach to PFC on both Civic Center and Library bond issli,,s itias S3,248,883 as of May 3, 1976. This is a significant amount to have paid out without expenditure verification. It is noteworthy that the disbursement categories used in the monthly PFC financial summaries are not the same for Civic Center and Library yet there should be little reason for differences. Further a search of the complete file will reveal the addition of new categories of disbursements and the disappearance of others without reflecting appropriate debits or credits to justify same, With the Finance Director serving as chief accountant for both the City of FIB and PFC he is in a unique position. Page 2 He has the power to charge either PFC or the City of HB as he determines proper. As it shands now neither the auditor nor the PFC Board reviews the paid invoices for appropriateness. There is no check on his judgement of which corporation, City of PFC, should be charged. He further is charged. with -the responsibility of billing the City of IiD on PF..'s behalf for lease required expenses. This has not been accomplished in regards to administrative costs including trustee fees and legal expenses. The PFC at this late date is still being charged trustee fees and has paid s-gnificant legal fees after sublease commencement. These costs have not been re —billed to the City of HB as they should be under section 5, subsection (3) of the lease and sublease contract. A prime example of the Finance Director's failure to bill the City of I1B on PFC's behalf other than mentioned above occurred in 1973 when on March 5th the City Council approved $65,000 to accomplish City Ball departmental re —location.* There is no record in -the PFC monthly financial summaries that indicate the PFC ever received the $65,000. AUDITS The initial audit for the period November 25, 1970 to June 30, 1974• by Coopers and Lybrand in it introduction page acknowledges its limitations. To quote, "We have examined the balance sheet of the various funds of the Public Facilities Corporation as of June 30, 1974 and the related analysis of changes in fund and reserve balances for the period from in— ception on November 25, 1970 to June 30, 1974." It becomes ovious that appropriateness of disbursements was not a part of said audit when reading the accompanying notations. Section 2 of NOTES indicates the pre —lease fees due the City of HB from PFC was $350,000 for the Civic Center City Council Minutes, pg. 12, 3/5/73 PFC Minutes, pg.2, 2/28/73; pg. 2, 3/28/73 Project :tanager's Report #13, 3/15/73 Page 3 and $300,000 for the Library and were to be recorded as defered rental expense. ThP,e defered rental expenses are listed on the report balance sheet as assets. Confusion ex;sts because the June 26, 1974 PFC monthly financial report indicates that PFC had by that date been charged $419,450.52 for.Civic Center site purchase costs. The Library site purchase charges as of that report listed PFr as having paid S249,991.43. Ifias the PFC to pay actual land costs plus pre —lease fees of 5350,000 and S300,000? Further this audit notes in section 2 that the sublease commenced July 1, 1974 for a term of 30 years. Had the auditor checked PFC files it would have revealed that the City of IIB actually tool: beneficial occupancy on Pfarch 23, '1974, and held the formal dedication on March 30, 1974.* Although the sublease commencement date was mutually agreed betwaen the City of IIB and PFC,on the advise of the Finance Director, it should be noted that this in effect gave the City of IIB , year free rent (a value of $213,725). PURCHASING PROCEDURES All contracts and purchase orders for PFC are processed by the City of HB. Over tho years some expenditures have been contracted by HB personnel to be billed direct to PFC and are paid by the trustee upon presentation of a properly signi.tured requisition. These are backed by original invoices in the PFC monthly financial summary files. Other expenditures have been contracted for by the same HB personnel to be billed to the City of HB with a later reimbursement requisition submitted to PFC. There seems to be no rule as +.o dollar amount or nature of purchased item that governs how each purchase is handled. A study of PFC requisitions will indicate that occasionally amounts as small as $$5.00 and under have been billed direct l to PFC. Yet the communications equipment for City Hall, for U Project Manager's Report #25 &; 26 Page 4 a accumulated total purchase price of $387,081, has been handled on a reimbursement basis with various departments of the City of IIB being the buyer.. [As mentioned xerox copies of covering invoices do not exist in the PFC files.] Further a great deal. of the purchased �_-ommunications equipment was mobile units and/or for the Fire Department's Gothard Street Training Center. Such items were not eligible for PFC funding yet no attempt was made to segregate equipment for the Civic Center and for other City locations. Also note- worthy is the fact that some of the purchased communications equipment qualified for federal/state grant reimbursement, To date PFC has received only 314,444.76 in grant money, this re- presenting LOC grant reimbursement, and a check of grant money received on same indicates it should have been $14,888.66.* Both the Administration and Finance Departments have declined to provide detail on reimbursements received from grant sources for Fire & Police Department communications equipment purchases. A part of any received grant funds could be due PFC. The original projections of 1973 indicated that $300,000 of PFC funding was necessary for the system. That amount has been exceeded by $87,000. Another example of purchasing irregularity is on Civic Center PFC Requisition #173 of May 1974. Included in the City of IIB reimbursement of $185,577 is a $263.82 item for N C R purchase. The item purchased has been described to me as a teleprinter. PFC was charged for the initial down payment ($263) on a $2,063.82 lease/purchase contract. The Fire Department be- ing charged for 1/3 of the remaining and the Police Department charged. for the remaining 2/3. It is noteworthy that during the Civic Center Phase II construction period the City of HB in effect contracted to do many work projects for the PFC costing an excess of $3,000. This may be a violation of state law. f State of California Warrant #s 04--705935, 04-848785, 05-212350 SUBLEASE' PAYMENTS It has already been noted that through joint City Council and PFC action the City of HB was allowed year free rent on the Civic Center in 1974. The library Sublease commenced February 15, 1975. The last audit reveals that lease payment for that partial year ending June 30, 1975 was not sufficient by the amount of S50,128. This amount was not forthcoming to PFC until April 1976 nor was PFC Directors ever given formal notification of the delinquency. The first full year sublease payment was due from the City of HB not later than July 31, 1975. It was, in fact, paid out August 28, 19115...... one month later. Again without notice of late payment being given the PFC Directors. These late pay- ments should have carried an interest charge of 7% per annum as required by Section 5 of Lease &- Sublease Contract. The late payment for fiscal year 75/76 can not be excused on a "I forgot" basis as the Civic Center sublease payment was paid timely. PFC PERSONKV1 2 L Since inception the City of Huntington Beach has provided employees to PFC under "unwritten" contract. In most cases the initial hiring was approved by PFC minute action. This was the case in the employment of the project manager, the secretary, two project inspectors and for a short time the maintenance superintendent for the Civic Center. There was no PFC Board approval for additional contract employees. Yet PFC was charged for the Civic Center Asst. Manitenance Superintendent as well as his boss. Additionally in August 1974 the City of HB charged PFC $4,039.09 for Fire Capt. Carl Duncan's inspection services at the Civic Center. There was no like charge ever levied against the Library and the Lease/Sublease Contract, Section �' 3 indicates that City should provide this service. Page 6 PFC PERSONAL PROPERTY Over the period of PFC's existance the City of HB has purchased on behalf of PFC office furniture, files, type -.:ricer, truck, art work and potted plants. The list doesn't end there, but this report attempts to address general. problems. The truck, in fact, is and always has been registered in the name of the City of 11B, although charged to PFC. It is currently used daily by Public Works personnel. The artwork hanging in the Civic Center, purchased without PFC minute action approval, may have appreciated in value. Also, it may have been subject to theft(s). There is no current inventory in PFC files indicating value of individual pieces or the entire collection. The purchase of plants with appropriate pots for the in— terior of the Civic Center does not appear to be an appropriate charge as such should be considered furnishings, not eligible for PFC funding. The amount involved in $3,958.4.2; invoice date 7-2-74; charged. to PFC in Spetember 1974. PFC LIBRARY LEASE BOUNDARIES Although -this is not a problem to put before the auditors, it is one that City staff should be aware of. There has been a recent memo circulated to PFC Directors and City Council that describes -the Library lease site as being the same as the construction site drawings. This is not the case. The true site is 23.8 acres both as described in the PFC Official Statement of July 5, 1972, page 11, paragraph one, and as described in the Exhibit A of the Lease/Sublease Contract. Please see the attached drawing done by a City of HB Engineering Department staff member. The configuration is both different and the size of the true site is greater that the construction site shown on specification drawings. There are problems with conflicts in the Central Park concessionaire lease in regards to the Cnorth end of the PFC lease. They overlap! The PFC lease predates the concessionaire lease by three months. 64 CENTER SEC O 3.68 AC. O (,8)2.0 AC 17 C6 Z��2 6 O 1 F 59 AC. 3.55A s z— ,— — —. — s 7-R EE r o •� lr 03 /9c' q o /i•a0R 'sa£ 0/• 57 30 -/0 • I 60 /J. 22AC- j3, q 8 -;6AC 47 AC 04 ° 2.s ;38 `_, RAIN ro /0.32 AC 14.58 AC /4. BO AC. ell, f- 05�SM- o ° 165 - 2 I L N£ a9 f i 502 3.B4.4C 165 20� OUELLO 4, FM. 37 28 i ii LANE � r so v. 277AC. 4.50 AC. _ m � .Srli'��c T t y <Lln, 165-03 a �;� 165-01 ry! EXHIBIT A That portion of the South -half (Sl , ) of the Southwest one quarter (S1V;: ) of Section 26, Township 5 South, Range I I'West, and that portion of the Northwest quarter of the Northwest quarter of Section 35, Township 5 South, Rank I I West. partly in the Rancho Las 13olsas and partly in the Rancho La Bolsa C'hica, County of Change, State of California, ati shotcn on a map recorded in Burk 51, Page 13 of ,Miscellaneous Maps, in the office of the County Recorder of said County described as folluus: Beginning at the South +est corner of said section 26 thence Nrn•th i 9" 20' 21" East 50.00 feet along southline of said Section 26 to a point on a Brie parallel with and 50.00 feet easterly, measured at right angles, from the west line of said Southwest one -quarter fSW!a ); thence North 0' 50' 12" NVest 30.00 feet along said line to the '1 RUI: POINT OF BEGINNING; Thence continuing along said line North 0' 50' 12" West 1290.57 f.ct to a point on the North line of the South one-half (S'1) of said Southwest one -quarter (S`,1'Vi); thence North 89' 21' 27" East 610.00 feet along said line to a point on the fast line of the West 20 acres of said South one-half (St,_); thence South 0' 50' 0.4" East 673.85 feet along said cast line of the West 20 acres to a point; thence North 89' 09' 55" east 23,57 Fect to a point on a tangent curve concave to the Southwest hayin_r, a radius of 420.00 feet; thence southeasterly aloes; said curve through a central anglc of 40' 40' 27" an arc distance of 298.16 feet to a point on a tangent cun•e concave to the southwest haying a radius of 160.00 feet; thence southeasterly along said curve through a central angle of 49' 30' 00" an are distance of 135.23 feet io a point on a tangent line; thence South 0 39' 38" bast 437.00 feet to a point on a line parallel with and 10.00 feet southerly measured at right angles from the south line of said Section 26; thcncc South 89' 20' 22" est 342.50 feet along said line to a point; thcncc North 37' 08' 10" Nest 53.11 fcct to a point on a line parallel syith and 30.00 feet North measured at right angles from south fine of said Section 26; thence South 99' 20' 22" Nest 587.71 feet along said line to the 'TRUE POINT OF 1311GINNING. CrI i r 3 7 4 Ct L 'L.� it—•ti� i. �\ 11 7iGiL1. 1�ck0C1�� F (tt Ct< 7, T 4 r7n ra y�1ui tnf�anca zlu: J l.•aL 12., 3+u. liT �il� M.M "•+-ry �NL 1 d,OY, r`• " r•1VO t�'1 // IJ •-,aa.r✓ j//,Y .1 «... � .�. a,ap:v - ••�-)c.t of w }. I ts�•u fww � .:'rTa1 / S'HS a...,a: 1M•�:.:ru X: ,ru fir •,,.o, �~� /�.� j I HS •J :. T �! C"• JYV' .Y Niu _ - __ � _—._. Ewa ` U7 'i ! &; 5 Hs r` i- !Y• i _ ,4. _. :,v a.. `,t ';—r:ni•� fly} .w na.—f RESOLUTION NO. 3615 A RESOLUTION OF THE CITY COU14CIL OF THE CITY OF HUNTINGTON BEACH AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE HUNTINGTON CENTRA4 PARK MASER CONCESSION LEAST; The City Council of the City of Huntington Beach does hereby resolve as follows: That the Huntington Central Park Master Concession Lease, by and between the City of Huntington Beach, a municipal cor- poration, ar.d Huntington Central Part: Concession Co., a Cali- fornia corporation, dated December 4, 1972, a copy of which Is marked Exhibit "A," attached hereto and made a part hereof, is hereby approved. That the Mayor and City Clerk of the City of Huntington Beach are hereby authorized and directed to execute the Hunt- ington Central Park Master Concession Lease. PASSED AND ADOPTED by the City Council of the City of Huntington beach at a regular meeting thereof field on the 1Ith day of December, 1972. i Mayer ATTEST: APPROVED AS TO FORM: PAU% C. JONDS City Clerk B Y4 � � : �, - - _- 2 2 - Z Assistant City Clerk ty A t tour, ION, 41DIVIC CHN'I'Xii; TkU61' I?KQUl5.1 )i\;i PG. 1 llATI, +t ACCT. CLASS. 1'AYN R USCRIP ION !MOUNT 3-72 1a 1-001 Diversified Builders, Contracto.w 8 96,957.00 1 2-001 City of Huntington Beach 436,237.39 Architect Services (K. Meyer) 2 3-001 City of 1,2. Land Costs (detai.]. att.) 384,472.57 3 4-001 City of JIB, Audio —Visual. 47,014.00 (Public Safety Sys. 645,161 Purcell Noppe & Assoc. S1,850) 4 5-001 City of HB, Sail Testing (detail att. )12, 286.50 R. Stone S10007.50, Soil & PJnnt 1,453.00, H. V. Lawmaster 5426.00) 5 7-001 City of 1113, Studies 16,957.65 ( )UA .;1 5�,'000 ec E I I A eo'l , 957. 6A 6 8-001 City of HB, ?Mode? (?• odo Shop) 2, 651.25 7 9-001 O'Melveny & Ayers, Bond. Counsel + 21,510.54 .8 9- 002 Hanle of America., 'Trustee Fees 3,775.00 9 9--003 Stone & Youngberg, Bonds —Blue Sky + 67,790.72 10 9-004 City of HB, Plan Check Fee 3,563.25 (Internat. Confer. of Building Off.) 11 10-001 City of Ills, Project Manager 5/71 to 15,196.36 1-31-72, see detail 12 11-001 City of HB, Statue 6,591.27 (Shumpert S4,626.25 & foundry 1,51 ,965.02) 13 1 2-001 City of 1111, Miscellaneous Expenses 1 -1 , 192.1 8 (see detail — relates to on —site improv.) 4-72 2a 1-002 Diversified Builders, Contractor + 344,101.50 14 2-002 Kurt Neye.r, Architect + 458.08 15 2.-003 City of HB, Architect Fees 200.00 (no detail on recap sheet) 16 3-002 City of 1113, Land Cost (net fig. ) 30.522.46 (final payment 535,000 to lIB COmpany) 17 5-001 'Twining Lab, testing + 52,82 18 9-005 •Jefferics Banknote Co- + 12,489.85 19 10-002 City of HB, Ernployr'�e Costs 3,617.66 see detail 20 11-002 City of JIB, Statue 505.25 5/72 3a 1-003 Diversified Buildors, Contractor + 202,253.40 21 2-004 Erik, Peters k Thomas, Landscape Arch. 300.00 22 2-005 Kurt Meyer, Arch. + 3,572.50 23 5-002 Twining Lab. , testing + 296.02 24 9-006 City of HB' Fi l i nv fi W.,ter Fees 1,097.63 (no detail attachod) penciled note says water meter & Franchise Tax Bd. Pil. Fee KEY + I nvo i.ee ATTACHED DATE # 5-72 25 26 CIV-IC Ch"INI'i R TRUST RROSIVIONS PAGE 2 CLASS. OF CIIARGE PAYEE & DESCRIPTION AMOUNT 10-003 City of 1113, Employee Costs 2 426,92 11-003 27 12-002 28 1 2-003 6-72 4a 29 30 31 32 33 7-72 5a 34 35 8-71 9-72 36 37 38 39 40 41 42 43 44 45 46 47 48 6a 7a 1-004 2-006 5-003 10-004 10-0011 1 2-005 1-005 2-007 5-OOzI 5-005 1 0-005 12-006 1 2-007 2-008 5-006 9-007 10-006 11-004 1 2-008 12-009 12-010 12-011 1-006 1-007 see detail , City of 1113, S Latue 1,584.25 (penciled note pd to Shumbert) 11. 13. Dews, for. adverti:iing + 17,50 City of I113, iiiscellaneous Expenses 3,757.74 See detail, includes Dodge Truck, elect. typewritter, telphone, etc. Diversified Builders, Contractor + 264,240.00 Kurt Meyer + 8,972.50 T1:,ining bib., ,esting + 111.72 H''mployce Costs:, City of 11B 2,426.92 (detail same as 5172) Bassett Office Furn., Services + 519.38 City of JIB, Miscellaneous Exp. 260.81 (jio detail given) Zapata Builders (Divers. B u.) + 237,34-9.80 K. Meyer, Architect + 5,400.00 R. Stone Enr,iiieer, Soil, Foundation 5,273.28 testing + Twinin; Lab., tesing concrete + 677.80 City of 11R, Employee Costs 4,657.56 See detail, added Eleanor Ilauser City of I113, Mi.sc. Expenses 774.77 (detail. shows 638.72 for desk & chairs plus other misc.) 11. 13. News, Advertising + 54.25 Kurt Meyer, Architect + 15,027.13 Twining Lab., Testing S. Inspect. + 351,84 4 Bank of America, Trustee fees + 2,981.28 r City of Ii13, Employee Costs 2,805.19� (see detail) C; ty of I113, Statue (see detail) 4, 580.0,1 City of 1113 Misc. Costs (see detail) 125,53 I3assett burn. (Turn. Design) + 487.50 11. 13. Blueprint 4- 2.06 1n 11, 13. Pews, Advertisingt 12.00 Zapata Builders, Contractor + 317,988.00 Zapata, Contractor + 314,671 .50 ' KEY + = Invoice 1%ttach(,d F 1,1V.1C UEN1,1;1;, ',:i. SI* Iz;1 ' ' IN Pi1l;0 3, DATE # ACC`I'. 'LASS. PAYER' &: DIISCUPTION MIOUNT 9-72 49 2-009 Kurt, ;fryer, Archi tect + 1 , 827.50 50 5-007 Twining Lab., tests 115.71 51 10-007 C.i ty of IM, employee costs 2,805.19 (same as August detail.) 52 12-012 American Velding, + 10.50 53 12-013 City of 1113, ,fiscell. 45.42 (employee related) 10-72 54 2-010 Kurt Heyer, Arch. + 5,400.00 55 2-011 Ericksson, Peters, landscape Arch + 38,59 1/56 4-0002 City of 115, Command & Control 2,000.00 � (Pudic Safety System, no invoice) 57 5-008 Robert Stone Nngin., Report & lnspect.628.90 58 5-009 Twining Lab, 1'nspect. & tests + 789.05 59 10-008 City of IIB, Ewpl.oyee Costs ,805.19 (same detail as %Ugust) 60 11-005 City of 1111, Statue 1918.24 (Tra.nsmarine Nav, Corp.) 61 12-014 Bassett furniture, Design + 523.13 62 12-015 City of IM, disc. Costs 62.79 (employee related.) 8a 1-008 Zapata, Contractor + 400,028.40 11-72 63 2-012 K. 'Meyer, Architect + 14,139.00 64 5-010 Twining Lah, Testing + 144,46 65 10-009 City of 1111, Employee Costs 2,105.06 (costs split with library) 66 12-015 City of IIB, '.disc. Costs 98.63 (employee related) 9a 1-009 Zapata, Contractor + 432,054.72 1 2-72 70 1 2-91 8 City of IIB, Misc. 189.97 (E,mpl oyee related) 71 12-016 Hertz Auto Rental + 22.86 72 12-017 Vaniman Cameras, photo supplies + 34.44 67 2-013 Kurt Meyer, Architect + 6,925.34 68 5-011 Twining Lab,, testing + 68.40 69 10-010 City of 1I13, Employee Costs 2,365.03 (split costs w/lib, total 3,888.98) 10a 1-010 Zapata, Contractor + 254,137.50 1-73 11a 1-011 Zapata, Contractor + 317,941.93 ` 73 2-014 K. Meyer, Architect + 6,512.14 74 5-012 Twining Lab, testing + 137.18 75 10-011 City of 1111, Employee Costs 3,526.24 (split w/library, -total. $5,873.14) Cl'V C1sNTE'lt TRUST' RHQUI6 TION Page 4 DATE f,` ACCT. CLASS. PAYEE S: DESCRUITION' AMOUNT 1-73 76 1 2-01 8 BaSSett burn. , Design t 1, 522.50 77 12-019 City of 1113, Wisc. Expenses 302.22 (trustee dinner) 2-73 78 2-015 K. Meyer, Architect + 5,850.46 79 5-013 Twining Lab, testing; + 254.58 80 City of IIB, Various 2,834.04 (employees, toLal split w/li.b. for 4,019.96) no recap sheet detail 81 Bassett Office 1'urn., design + 1,593.11 82 JIB Blueprint + 1.16 1 2a/.a.pata, Contractor 3/73 83 2-016 K. Neyer, Architect + 8,123.79 84 9-008 Bank of America,. Trustee fees 2,822.79 85 5-014 Twining; Lab, testing + 1,127.88 86 City of 11B, Various 2,968.43 (employee costs E: other, see detail) 87 1 2-025 'Hack &- Sunderland, Monitor Study + 1,758.10 4-73 13a 1-013 'Lopata, Contractor + 342,536.00 14a 1-014 Zapata, Contractor + 324,016.00 88 2-017 K. Meyer, Architect + 8,805.69 89 5-015 Twinioghab, Testing; 21.00 90 Nack & Sunderland, Monitor Study + 741.90 (billed to J. liheeler, City of 1113„ O.K. by Kiser, notation total contract $2,500) 91 12-027 Eriksson, Peters &- Thomas, EIR + 2,558.75 (notation says ETH but inv. says landscape services) See letter to T. Severns, H13 3-2-•73 92 12-028 Bassett Purn, Design + 791.25 (notation: estimate total to be S5,280.00. previous billings S3,052.51 93 City of T113, Vari.ous 2,629.74 (see detail, includes employees) 5-73 94 12-018 Kurt; Meyer, Architect + 3,983.06 95 5-016 Twining Lab., testing; + 29.64 96 Eriksson, P & T, + 7.54 97 12-032 Hannon Engineering, Audia + 2,070.00 ( letter from llannoii to Horn says -- revised bills now have proper contract name - P.P.C. KET += Invoice Attached l I V I t, t:l,.:\ I'I'R I l i I 16•:QO 1 ." i uN'S J'r1i.r; DATA; ACCT. CI,ASS. PAYEE &; J)2SCRTJ'TTON AMOUNT 5-73 98 City of 1I1311 Various 2,663.09 (employees) see detail. 15a 1-015 Zapata, Contractor + 299,240.00 6-73 99 2-019 Kurt Meyer, Architect + 6,764.17 (invoice indicates some charge included for consultant 1Nack 1'c Sunderland, Nech, Engineers; Fred Browne NI-ect. l.ngin. & desi.g;ra studies - 5th floor) 100 5-017 Twining Lab., Testing + 487.98 101 12-033 Mack & Sunderland, Monitor Study 234.00 (inv. mnde out to City of 1113, OK by Kiser) 102 12-034 Bassett OJ'fi.ce Furniture, Design a 232.50 103 12•-035 InAman Camera + 41.92 104- 12-036 Beach City Dodge, Misc. Ex. 15.84 (service l'.II.C. truck, License 594566, Unit 115) 105 City of IIB, Various 2,662.39 (see detail, employees) 16a 1-016 Zapata, Contrak.;,or + 217,321.60 7-73 106 2-020 Kurt Meyer, Architect + 6,312.85 107 5-018 Robert Stone I•.ngin,, Testing; + 377.00 108 12-038 Na,ck & Sunderland, Automation Study +444.98 109 12-039 Eriksson & Paters, Landscape Arch.+ 262.75 (for LTH EXpense) 110 City of IIB, Various 4,263.63 (see detail., total. empl,yee G6,136.29 split between lib/cc) - -' 17a 1-017 Zapata, Contractor + 230,059.25 .8-73 ill 9-009 Bank of America, Trustee Fees + 2,898.73 112 12-041 Lriksson, Peters &-, T., Landscape +1,050.00 Arch. (incl. ti950 for ETIO 18a 1-018 ',Apata Contractor. + 143,120.08 113 12-042 Bassett Office Furn. design + 12243.82 (consultation wjfire debt.) 114 12-043 N.gclr & Sunderland + 733.00 CAutomation, Phase II) 115 City of IIB, "Contract Employee Cost 2,202.11 i8a 1-018 Zapata., Contractor + 143,120.08 9-73 120 City of HB, Various 2,923.19 (secs detail, 82,790,32 for employees, 197.03 phone) Kh:Y +_...= Tiivoir.e__At f-ifLh�.i_ kill l 1AL...... 1cLt�(; V DATE # ACCT. C S . PAYJIJII AMOUNT 9-73 116 5-019 Robert Stone, Testing; $1,623.00 1 1 7 1 2--0,14 Nack & Sunderland 1, 606, 81 •• (Mech. 15g;in. Ser. ) 118 5-020 Twining Lab, Testing a 95.76 119 2-021 K. Meyer, Architect + 8,171.20 (incl.. amounts .for Nack & Sunder. & Engineering; Ser. Corp.) 19a 1-019 Zapata, Contractor + 179,194.10 1 0-73 121 5-021 Twining; Lab., testing + 71.82 122 12-045 Bassett Office Furn., Design + 976.39 (pg 3 of Inv. //9888 relates to fire to specif, sent, dept.) + 123 12-046 Hriksson, >ters T., Landscape Arc11.100,00 124 12-048 IIR News, Hvertising 17.00 125 City of BB, Various 2,923.45 (employees 82,822.01, phone 847, + misc.) 20a 1-020 20a 1-020 'Zapata, Contractor + 136,610.16 11-73 126 5-022 Twining; Lab., testing + 63.75 127 5-023 Robert Stone, testing; + 775.00 128 12—.049 Nack & Sunderland + 390.05 129 2-022 Kurt Meyer, Architect + 1 {026.56 (incl. $563.36 for Nack & `under.) 130 City of UB, Various (cmploy,;Iisc)2,900,28 21a 1-021 Zapata, Contractor + 239,549.09 12-73 131 5-024 Twining Lab, Tests + 65.75 132 5-025 Hobert Stone Engin. + 22613.00 (notation on inv. 0445 re. Horn, Elwood & Stone Conf. 11/19/73 133 2-023 hurt Meyer, Architect + 5,782.67 (incl. S780 for Nack & Sunder., 8943 for ]gyred Brown) 134 12-050 Na -- &• Stindcrland + 656.85 135 City of to, Various 5,730.13 (employee" 2,796.31, includes driveway approaches for `W2,860.70, 22a 1--022 'Zapata, Contractor + 188,996.15 1-74 136 5--026 Twining Lab., testing + 58.09 137 City of I.13. Various 70,024.54 (incl. employees, added R. Martin, and p/t typist 65,078.22; Motorola for S64,853.07 ccty; Ni.sc.) C C i•;?N'l.`l-;lt THOS'1' It1s11U f 5l T l Pale "T DATE %f ACCT. CLASS. PAYI,"1; F; U1'SCRIPTION AMOUNT 1-74 23a 1-023 Zapata, Contractor + 256,396,99 2-74 138 5-027 Twining 1,ab. , Tests a 56.52 139 12-051 Nacic & Sunderland, 1?ngin. Ser. + •183.23 140 12-052 Bassett Office burn., design + 2,317.60 141 2-024 Kurt Meyer, Archi-tcct + 10,938.15 (incl. 511.06 for Nack & Sund.) 142 12-053 11annon l ngineerint; + 3,899.16 (total contract 5,14,216.00 for, City Council/Hcctijig itooms Audio/Visual) 143 9-010 Trustee Fees, Hank Of America 2,588.33 144 City of 1113, VariOUS 4,683.04 (employee payroll) added R. Piartin 145 5-028 Soil. & Plant Lab, Testing + 284.50 24a- 1-024 lapata, Contractor + 109,687.80 3-74 146 5-029 Soil & Plant Lab., -testing + 97.00 147 12-054 Hannon Engineering + 10,529.64 148 2=025 Kurt Meyer, Architect i 4, 311 .96 149 City of IIl3, Vari.oll3 4,839.07 (employees incl. R. Maxbin) 25a 1-025 Zapata, Contractor + 85,373.61 4-74 150 5-030 Robert Stone, tcstim, + 288.00 151 5-031 Soil & Plant 1 abi testing + 251.96 152 1 2-055 Bannon F rig;incering, Audio —Visual 24, 748.20 (note total contract now �45,830) 153 2-026 K. Meyer, Architect + 5,862.01 (inc 1.. 570 for rack k Sunder.; & S617 for P. Brown; 530 for I.G.1 Assoc., graphics) 154 City of 1113, Various 4,839.07 (employees incl. R. ;`Martin) 26a. 1-026 Zapata, Contractor + 89,674.60 5-74 155 5-032 Soil, F. Plarit Lab, testing + 21.50 156 12-056 1i,innon NIIgi.neerinl;, Multi —Media & 23,047.21 (AudioVisual ; i>>cl 149 for 34 name plates for City Council Cliambers F1TNAi., HILl,1tir) 157 2-027 Kurt ;lever, %r.chitect + 8,072.05 (incl S783 for \rLck & Sunderland 618 for Er.iksson & Peters, 301 for IGI ASSOC. (graphics) KEY + = Invoice Attached I \rl l 1 6l )l�:i Page ii DATE # ACCT. CLASS. PAYEF,' Pc DESCRIPTION AMOUNT 5-74 158 12-057 Mary Livingston Gallery, Art 4• 3,507.50 159 1 2-05t) Wi llA an Strum, Art + 365 .70 160 12-059 The Jordon Co., Art + 222.50 161 12-y060 Darwin Duncan, Art + 530.00 162 12-061 Upstairs Gal.l.cry, Art + 1,368.15 163 12-062 Saddleback ]nn, Art + 252.00 164 12-003 Andrea Lingle, Art + .50.00 165 12-064 Abby Vaughan, Art d 210.00 166 12-065 Irvine Gallery, Art + 62.32 167 12-066 Prof. Richard Phelps, Art + 250.00 168 12-067 Judy White, Art + 75.00 169 12-068 Rheta Gillette, Art + 75.00 170 12-069 Challis Gal.leri.es, Art + 1,299.38 171 12-070 Graphic Art Ga].ler.ics, ArL + 63.00 172 12-071 Graphic Art Galleries, Art + 1,248.45 173 City of I113. Variolis 185,577.41 Seep Poki i I — Limp] nyees (6) for c,1 0, 233 i total f i,rurc of S1 K5, 5 7 l net as S15,425 decluctect for statue credit. 174 12-072 harry Seldis, St.atuc Judging 150.00 175 12-073 Kenneth floss, il 11 150.00 176 12-074 Rick Anderson, Statue Judging 150.00 177 12-075 EIZA Industries, Art + 1 2057.88 178 12-076 Collier .Art Corp. + 889.80 179 12-077 II. 13. Blueprint + 86.81 27a 1-027 Zapata, Contractor + 69,301.95 6-74 180 12-078 Collier Art Corp., Art + 47.40 181 12-079 Kal.enala, Art a• 75.26 182 City of 1I13, Various 1 2, 624 .75 See detail — incl. 5 employees, kek, crib. & key blanl.s, planters, fire ext n 28a 1-028 Gapa-La, CnntraeLor + 26,245.65 7-74 184 City of Ills, Vari<)us, (6 empio•yces) 4,839.42 183 Il,1nnon EntrinecriJig, AudioVisual.-i• 11,583.00 (represents final billing, 10;� retention) x This payment plus five car]ier totat S68,877.21. Contract was for S44,2i6.00 KhY + _ Invoice :Attached civic [,l',\11'I,it TRUST ia,SJ(l 1 : 0N;S PLI.I;c 9 DAT13, ACCT. CI,ASS. PAY1?I? k: I) SCRIPTION AMOUNIT 7-74 29a 1-029 Zap;1ta, Contractor d- 48,979.15 8-74 185 (none) Kurt Meyer, AT-chitecl. + 19,730.75 2-028 ? (i.ncl.`;151 for Nacl. & Sund., 1' , Grown S277; ESO # 24 NILck & Sunder. S649, TGT S280, F. Brown ;?466; ESO //25 lGl $5,211 ) Attached yellow memo from (torn to Arguello says, "this bill :for S covers April thru June, also f have no data to check the "graphics" billing (fllea1)i11g FGJ ). 186 (none) Bank of America, trustee fees + 27824.24 y}`Y Lease agrer.ment c,111s for City of 1113 to pay, not 111 C 187 City n r 111), 1ra.ri.ous 5,972.15 (3 employocs + mire Capt. C. Duncan for $4,039 9-74 188 2-029 Kurt Meyer, Architect + 9,465.03 ( i 11c 1.. 1';,;n ,f25 l (; I for 31 , 236; ESO 122 5 th F 1 . /3 rd. 1- 7.. 51 , 868 to U31 ; [:tiO ;/27 ks-bui l t dr.'LwillgS ; Engineering, Scr. Corp. 61 ,064; V . 1)ro%;n .3973 ) 189 12-081 hack & sunderlund, I"'miner Ser. 100.00 190 City of Illi, Various (see dci.ail)94,511.45 (3 empl n,voos, Klt�cnline Corp S757, Rogers G"rdan5 53,026, Iloneywell for connection of monitor equip. 1 1 , 270, Motoroia S55,681, = others) 10-74 191 hurt Meyer, Architect + 6,477.26 (incl ESO W22, Rev. floors 1,3, 5 51,522 to TGT, `;a.ck & Sund. 8543; 1';SO ;/24 Hack & S. S31 , ESO //27 Nack & S. 5179) 192 1-030 Zapata, Contractor + 4,600.00 Release of retention. Memo in file relates to landscaping; being included in contract. Question: Why so many . City of 1113 nursery bill charge offs. 193 Ci ty of Hh, `,'117,ious 1,928.35 (for 3 employces) 11-74 1911 12-082 tincic k 8U1)derl:L11d, Phase l I Auto a• 678.00 195 12-083 11ofrman & Sons, Lxterior I,ig;hts+ 2,466.36 �t On financial. Report charged to Off Bite & Special 5er. not //12 `I's sc. 196 City of Iil3, V'nrious 2,116.91 (3 employees) 12-74 197 2-031 ,'80 Kurt Meyer, Architect 21,782.87 Inc l:. ESO d22 `,Lek & S. S1 77, DATE ,/ ACC'1.'. CLASS. PAYNE k DNSCIi1P`1`10N AMOUNT 12-74 Kurt Mc.yer, Continuod ESO iY22, conL. M Sanchez 1nLeri.ors (forfnally I(, I) S1 ,7'4; I -'SO !/2.1 N'ack Suncl. -S98; ESO //25 Sims & Specif. Michael. Sanchez 81,083. //81 ESO #22 Nack F Sund $1 , 471 . Sanchez S2, 318 T,SO //24 Extention Time Contract I;rilcsson C Peters :y891 BSO //25 M. Sflnchez ,386 MSA cost es Li mate Consul i-al,ion at IM CC final collation -or stop order `~,1,788 LSO #27 i,;riksson k Prters l,andsca•Ne drawiiws -13352 31a 1-031 'Zapata., Contractor., final pryment + 1,400.00 Contract total 86,936,449.00 1-75 198 2-032 Kurt Meyer, Architect //82 1,2.05.44 1 nC l . K50 ;r 2 Rev. Phase 1.1 S1 054 ; Nack fi Sund .S 1 91 199 12-084 Bernard Rosenthal , Model of Scnl 1)ture S1000.0( (paid on movin request of W. Johnson) 200 12-085 1luntingi,c1n Soacl.iff + 70.09 (luncheon for sculpture competition) 201 12-080 h'arwel l s for l-l.owers 26,50 (funeral) 202 '12-097 Kurt Meyer, Judge for sculpture 150.00 203 12-038 Joseph Young, " " 150,00 204 12-089 Nack & Sunderland, Xnginccr Ser. + 268.40 {' summary bill.inT; included 205 2-033 Kurt Meyer //83, Architect + 5,230.10 ESO t22 Rev. Phase 1T, incl. F' . Brown for S1871.79 206 12-090 Nacic & Sunderland + 193.48 1111 CC Automation Phase 11 207 12-091 lloneywell , Connection Charges A- 4,255.00 208 12-092 Crr_ative i-;lectronics -+• 27051.06 pag i. nq/musi c systern 2-75 NO 1tl;S)1iT51'C TORS 3-75 209 9-011 Dank of America, Trustee Gees + 2,891.28 210 2-033 Kurt Meyer, ;/84 + 5,770.75 l:Sr) , 22, Phase T T , tack & Sund . 471 S: F. Brown S502. Page 11 DATE 4-75 211 12--093 Creative I?lectronics + 2,026.25 212 2—Q35 Music k- Paging; System 212 2-035 Kurt Neyer, Architect //85, 86 + 2,623.71 RSO //22 Phase 1 1 , incl. `'596 for F. Brown 5-75 1b 1-01 'Noyes Roach Co., Contractor + 43,409.00 Y. first p,iymont on CC 1'hn.se 11, 213 2-036 Kurt Meyer, Architect A- 1,212.58 lnv. //87, CC Phase 11 214 City of 1111, Various, see detail. 51 ,925.58 (incl. 2 employees, '351,000 is net figure as 599,02o credit was taken from debits, Taiialui Nursery for maintenance contract S55f1, S58 for. A. Horn mileage(termi.uated 10/74, S750 for statue judges, 5387 to lack & Sunder., Hannon for rework C. Council hut,Lons 5369, $1 ,056 mirrors in 1 adi es rooii/ Johnson Glass, Various others — see detai 1 ) 6-75 215 2-037 Kurt Meyer, %;88 + 1,126.10 1)lc1 lack & Sunder for S348 216 City of 1111, Various 50,609.29 2b 1-02 Noyes Roach, Contractor + 52,852.00 7-75 217 2-038 Kurt 5leyer, Architect + 200.98 3b 1-03 Noyes Roach, Contractor + 92,588.00 218. City of 1113, Various 1,952.06 (2 employees) 8-75 220 9-012 Bank of America., Trustee fees + 2,069.68 219 12-094 Bassett Furn.i.tura + (panels) 5,293.13 221 City of 111i, Various 90,220.50 (includes `+11 for razor blades, S4,410 for light Doposit, i84, 583 for :Mate oC Calif. said to be held in speciat account because Of accounting; problem, see hegal npiiiion 5/76, plus others) 222 2-039 Kurt Meyer ;/90 864.00 (incl. some consultant fees) 9-75 51) 1-05 Noyes Roach + 4,093.93 9-75 223 12-095 6b 1-06 10-75 1 1--75 224 225 2-040 226 12-096 227 * Y * 12-75 1-76 228 2-041 229 2-76 230 9-014 �at 3-76 4-76 U.S. Elevator Corp. 114.24 repair (twice) service calls for misuse of elovator(s) Noyes IZ.oach, Contractor + 30,025.63 Retention — no invoice. Certificai,o signed by K. Moyer NO lti,(,)[I T S7 T LONS Dank of America — Trustee fees 1,373.46 Covers fees for Library . Kurt Meyer, Architect + 1091 2,535.11 Il.fi, Elevator 57.12 (double payment) City of BB OFF—ST'TH COSTS 199,719.26 employees See supporting (.ctail & memos! NO RFQUTSITTmis K. Meyer, Architect 1,92 + 754.09 Cite of UB, charged to ICRUI/financ. 666.67 (2/3 cost of Coopers k Lybrand. Audit) no invoice copy attached — PFC Board voted to pay Dart of audit cost to gvt expenditures audited. Audit does not cover expenclitures) CREDIT for Duplicate Payment U6 Elev. (57.12) (not reflected on report) Hank of America, 'Trustee Trees 27201.19 City of HB to pay under lease ]in. Report reflects S57.12 Credit; NO RI,QUISiT10„S NO !EQUTSTTTONS (Req. of 4f28 held over to appear in May 176, total to be S76,913 r�r�''�." i�'r�',4r✓a.� Wit%;. �i.. '^�'`*z• • .+`w,r.�2 . '`�. ,, .� : • �. ��" _ ..r�``_"` . .... . "': `."° .fi.:� ?'ice , � ,a; je ),II3IIAi11' 'I'IZIiST ICI? )111 1' i Page 1 1)ATE, # ACCT. f'i,AS,>. PAYJ I- & DESCRIPTION' AMOUNT 10/72 1 2-001 City oC 11unt. Bch. (architect) "288,645.49 10/72 2 3-001 City of hunt. Rch. (Land Costs) 225,000.00 10/72 3 3-002 1st. Amer. Title Co. ('Title)+ 6,980.43 10/72 4 7-001 City of. hunt. 13ch. (Studies) 24,500.00 no detail. 10/72 5 9-001 Jefferies Bonk Note Co. (13onds)+ 2,283.75 10/72 6 9-002 Stone & Youngberg (Finan. Coast.) 31,420.23 10/72 7 1 2-001 11. B. News (lionrl Bid Adver. )-► 78.00 11/72 8 2-002 D. INTeLltra, Architect-+- 8,460.67 11/72 9 2-003 Ci t,y of hunt. 13ch. (archi tect) 3,174.02 to NeuLra per detail, no invoice 11/72 10 9-003 01A1e1. & 'Myors, Bond Counsel + 5,809.91 11/72 11 9-004 Bank of Ame-ica ('Trustee fees)+ 2,137.19 11/72 12 1 0-001 City of )lunti ngton Beach. 2,683.28 (omployee costs — sec' detail) 12-72 13 2-004 Neutra, Architect + 7,524.64 12/72 14 9-004 01I1el.. & ,Ayers, Bond Counsel + 4,477.61 12/72 15 10-002 City of Hunt. Rch. (employ costs) 1,523.95 see detail 12/72 16 12-002 Orange Co, Suppliers, 'Misc. supplies 22.31 12/72 17 12-003 City of hunt. Bch, Misc. supplies 8.01 12/72 1 A 1 •-001 Swi.nerton & Walberg, Contractor -+-25, 605 .00 1/73 2A 1-002 Swinerton & Wniberg, Contr. -+• 34,866.00 18 2-005 Noutra, Avehi tect -+- 4,621.54 19 9-005 O"Molvany &; Myers, M. Counsel+ 4,923.30 20 10-003 City of Hunt. 11ch. (Employ. Costs)2,346.90 (see detail) 21 12-004 City Of Hunt. Bell., Misc. supplies 52.46 2/73 22 2-005 Neutra, Architect + 4, 77,1 , 26 KI,Y + = Invoice Attached Ililt.IMY '1'ItUS'1'—aI,Ql11 S.,r i3O)\ 0 Page 2 DA` EP # ACCT. CLASS. PAYLE Fe DESCRIPTION AMOUNT 2/73 23 v24 3/73 4/73 r 25 26 3A 4A 27 28 29 30 5A 31 32 33 34 5/73 6A 35 36 6/73 7A 37 38 39 7/73 40 t 41 5-001 Twining Labors Lory, testing; + 39.90 Ci t3 of hunt, Bclr. , "Vori.ous" 1 ,555.18 mployee costs, see dcta.i.l 12-005 Fowl.o.r. Assoc., Eng,*in. k- Tech, Ser. 500.00 9-006 International Confer. of Build— 1 ,313.25 i.izr Offic. — PLAN C1IF:Ck izn*. ii8437 1-003 Swinerton & Walberg, Contractor q 42,012.00 1-004 Swinerton Wal., Contractor + 62,553.00 2-006 Neutra, Architect + 2,751.85 5-002 ` i-.rining; Lab., Testing a 31.92 City of Iltint. Bch., "Various" 1,672.80 (see d('tail) 12--006 bowler & Assoc., Audio Visual Svst.+ 600.00 1-005 Swinerton k Walberg, Contractor+ 27,951.00 5-003 Twining Lab., testing; + 54.72 9-007 Bank of America, trustee fees (6 mo.)945.02 City of hunt, Bch., "VLHOU S" 1,515.90 sea detail, employees, etr.. 2-008 Neutra, Architect + 5,877.10 1-006 Swinerton k: Walberg + 34,778.00 5-004 Twining Lab., testing+ 152.43 City of Hunt. Bch., Various 1,805.77 employ. costs, see detail 1-007 Swinerton &: Walb., Contractor + 60,145.00 2-009 Neutra, Architect + 2,767.48 5-005 `twining; Lab., testinU + 39.60 City of llunting*ton lick. 5,134.82 see detail., incl.. Echbro, A 3: W for S3,375 for EIR,g' employees 2-010 fTeutra, Architect + 2,830.00 5—'306 Twining Lab., Testing, + 102.90 KEY + = Invoice Attached DATE U Ir 7/73 42 43 44 4-5 8/73 8A 46 47 48 9A 9/73 1119 50 51 52 53 54 1OA 10/73 55 56 57 58 58 13RAR 'TRIJST !t ISI T TONS PAGE 3 ACC'i'. CLASS. PAYEE & DESCRIPTION AMOlNT 5-007 Robert Stone lingi.ncers + 2,565.50 On site soil. enf,in. inspect. 12-011 Eckbrn, A & W Architect for 1,350.00 HIM, total cost to be 69,000 1 2-01 2 VTN of Irvine, Aerial Photos + 500.00 City of I113, ",fi.sc." 2,655.19 See detail 1-008 Swinerton & Wal., Contractor. + 46,665.00 2-011 Swinerton & Wal., Contractor + 11.7.66 2-012 Neutra, Architect+ 2,812.39 City of 1113, "Contract Employees" 2,092.59 see detail 1-009 Swinertor_ & Wal., Contractor + 23,886.00 12-014 Fowl.or Assoc., Audio/Visual. Sys. 2,400.00 U.K. by Kiser. Per letter of + proposal, -total cost proj. �4,000 5-008 Robert Stone Engin., 'Testing + 375.00 2-013 i';eutra, Architect + 2,102.52 O.K. by Rowlands. \Tote: Analysis of several ireas of defective concrete. Arch. & Engineer anal. & summarize results in letter to Owner dated 6-16-73 12-015 VTN Aerial 1110TOS +. Library site 3,290.00 and 30 acres Inv. #22193 r 5-009 Twining Lab., testing + 114.90 City of I-II3, "Various" 1,876.50 see detail, employees 1-010 Swincr.ton & Wal., Contractor 4 23,814.00 5-010 Twining Lab., testing + 66.01 12-016 Standard Oil + 18,011.00 lower & repl.ace pipe lines 9-007 Trustee lees, Bank Of America + 952.46 City of 1113, "Various" 1,884.61 see detail 5-011 Twining Lab., testing + 76.50 ,<r,t + = ,uvuiee nvuachod DATE # ACCT. CLASS. PAYEE &- DESCHIPTION AMOUNT 10/73 11A 1-011 Swinerton &- Wal., Contract. + 47,397.00 11/73 59 5-012 Robert Stone Engineer, testing + 118.00 60 2-014 G. J, Molnar, Landscape Arch. 1,183.31 Interior 1./s development 61 City of IIB. "Various" 6,004.10 Employees, water bill, plastic pipe see detail. 1 2A 1 —01 2 Swinerton Fc 1Ial. , Contractor + 68, 562.00 Nato: on page 3 of 6 oil invoice water meter charge incl. for 82,000 62 5-013 Twining Lab., testing + 42.50 63 5-014 Robert Stone Engin. 'Testing + 579.00 64 Ernest Elwood, pent for Office t 300.00 Space In NeLltl-a' S BUS111eSS 65 2-016 Xcutra, Architect 1 9,410.76 66 Ci.ty of ITB 5,744.12 sco detail -- incl. Ernest Elwood for 3,840.50, employees 13A 1-013 Swinerton & Wal., Contractor + 89,435.00 1/74 67 5-015 Twining Lab., testing + 64.60 68 12-016 Fowler Assoc., Audio/Visual Sys. + 600.00 69 2-017 Neutra, Architect + 6,780.89 70 2-018 E. Elwood, Architect, Office Space 300.00 in Neutra's Business + 71 City of Hunt. Bch., see detail 7,360.62 employees for 2,878.03, E. Elwood for 6,1,294.80 F Water Service Supplies 14A 1-014 Swinerton & Wal., Contractor + 47,208.00 2/74 72 12--017 Fowler Assoc. Audio/Visual Sys. 482.62 final payment 4- 73 2--019 Neutra, Architect + 6,201.07 74 5-016 Twining Lab., testing + .64.00 KEY + = Invoice Attached JBRAfZ]_'1.'IZUST REQUI.STTJ ONO Page 5 DATE # 2/74 75 15A 3/74 76 77 78 1 6A 4/74 79 80 81 82 83 17A 5/74 * 84 85 86 18A 6/74 85 87 88 19A 7/74 89 90 20A ACCT. CLASS. PAYEE & DESCRIPTION AMOUNT City Of 1113, "Various" i ,073.78 employees, see detail 1-015 Swinerton &- Wal., Contractor + 210,953.00 5-01 7 Twining Lab. , testing + 1 , 914.00 2-020 Neutra, Architect + 2,278.49 City of 11B, "Various" 1,232.02 employees, see detail 1-016 Swinerton & Wal,, Contractor + 155,095.00 5-01 8 Twining I_,ob, , testing + 1,812.67 5-019 Robert Stone Engin., testing + 1,546.00 2-021 Neutra,, Architect + 4,454.29 9-011 Bank of America, Trustee fees 2,083.12 City of 111;, "Various" 1,214.32 employees, see detail 1-017 Swinerton & Wal, Contractor 82,284.00 5--020 Twining Lab., testing + 267.50 See June 2-022 Neutra, Architect + 7,540.85 1-018 Swinerton &- Val., Contractor + 86,979.00 No Library Employee charges; Civic Center charged S10,233 5-021 Twining Lab., Testing + 48.45 2-023 Neutra, Architect + 2,629.56 City of IM , "Various" 348.52 employee costs, ti%r, detail 1-019 Swinerton & Wal., Contractor + 273,437.00 City of HB, "Various" 1,073.78 employee costs, see detail 2-024 Neutra, Architect 3,758.71 1-020 Swinerton & Wal., Contractor +' 182,666.00 KEY+ = Invoice Attached 7 L,I131tAu 1?J-mirsn'1on I'it e 6 DATE f ilk ACCT. CLASS. PAYEE S• DESCRIPTION AMOUNT 8/74• 91 II. V. Lawrilaster & Co., Inspect, + 471.50 92 II. V. Lawmaster & Co,, Job + 35.00 Inspection, testing 93 2-025 Neutra, Architect + 5,302.33 94 City of III3, "Various" 1 ,892.76 employee costs, sec detail 21A 1-021 Jwinertrn & Wal., Contractor+ 184,013.00 9/74 95 2-026 Neutra, Architect + 3,552.38 96 City of I•I13, Various 1,876.05 22A 1-022 Swinerton & Wal., Contractor + 192.018.00 10/74 97 9-012 Bank of America., 'Trustee lees + 1,417.82 98 City of IIun•t. I3ch., Various 1,890.04. employee costs, see detail 99 2-02'1 Neutra, Architect + 3,571.32 100 1 2-01 8 Swinerton & Wal.. , Const, Bill #1 41 , 628.41 (no architect certificate, OK by hi.ser, Acct. Ir` ?, P.O. ,; .,,453 + 23A 1-023 Swinerton fi Wal., Constractor. + 83,371.00 '11/74 101 5-022 Twining Lab., Testing + 32.30 102 2-028 Neutra, Architect + 3,013�07 103 City of IIB, Various 1,892.73 (employee costs, see detail) 24A 1-024 Swinerton P4 Wal,, Contractor + 106,932.00 12/74 104 2-029 Neutra, Architect + 1,975.44 105 City of 11R, Various 31,323.90 (i.ncl urles ,329,433.42 for Swinerton & w/no invoice. ;potation; 'Interior Dev, C S1,890,48 for employees) 25A 1-025 Swinerton &- Wal., Contractor + 255,610.00 1/75 106 City of 11B, Various 26,144,59 (employees 112,904 R Fowler &, Assoc. for '523,240 w/no :invoice or backup) 107 2-030 Neutra., Architect + 1,931.78 KEY + _ Invoice Attached a DATE 1/75 2/75 3/75 108 26A ill 1091 110 112 27A 113 114 28A 115 4/75 118 116 117 5/75 119 29A 120 121 122 .23 124 30A T,.I 1'M-ARY TRU;;1' RNl U1:,1 T I Oi ACCT. CLASS, PAYI?P; ec DESCRIPTION 1 2-01 9 1-026 5-023 5-024 1-027 12-020 2-031 1-028 1 2-021 12-022 2-032 1-029 1 2.-023 9-013 12-024 1 2-025 1-030 Pago 7 AMOUNT G. Alolnar., Inter. Landscape + 288.65 Swinerton & 1.'al., Contractor + 189,946.00 City of 1113, Various 1 , 952.11 see detail, empl.oyce costs Soil. tc Plant Lab., testing; + 7.50 Twining Lab., testing + 25.50 Neutra, Architect + 965.57 Swinerton & Wal., Contractor + 111,053.00 (this invoice covors by description all Change Orders) G. Molnar, Landscape Arch. + 927.27 Neutra, Architect + 4,543.80 Swinerton & Val., Contractor + 57,047.00 City of' 1113, Various 1 , 991 .83 see detail, employees City of II13, Various 1 , 954.55 see detail., employQOS Air Check Co. + , air k. water 4,915.00 balancing Swinerton & Ival,, interior dev. 53,032.12 (Acct. ;� ? Neutra, Architect + 2,569,64 Swinerton & Wa.l., Contractor + 40)862. Regal Trophy (presentation to 59.25 Kiser) + Bank of' America, '1.'rustea Fee 1 ,441 .16 incl. 3/1/75 to 8/31/75 G. Alolnar, L/6 Arch. + Inter. Dev. 216.86 City of Iluntington Peach, Various 178,992.13 see detail; includes cleanup Custom Floors, work on rugs 70,00 Swinerton &. Val. Billingjt'4 8,372.99 interior dev. (other 3 bilLinas under Acct. 1112) Contract Total $147,18y,48 LIBRARY TRUST REQUI,9YPI( Page 8 DATE # ACCT. CLASS. PAYEE &- DESCRIPTION AMOUNT 6/75 125 Custom Floors, overpaym nt 70.00 126 12-027 Gray's Draperies 3,847.80, 31A 1-031 Swinorton &- Wal. Contractor. + 140,892.73 lncludes CC Billing /I ,30 for 5,14£;,827.00, Inter. Dev. Billing #5 (earlJor I)ayglCntS Under Acct. jr12) for S14,718.54, L,h,SS S10,000 for tost— in£; paid. by PI"O and $12,652.81 stop claim 127 City of 112, Various 4,600.00 covers Surf Glass & Mi-rror for same amt.; fixed glass panel leafs no invoicf, No employee charges this month 7/75 Credit Request for overpo,y on Custom Floors (70.00) 128 12-028 Rutan &- Tucker, ALtorneys + 3,903.30 (consultant on 5 & W law suit) 32A 1-032 ' wi.neri,on &: Wal.. Law Suit + Settlemeat 225,000.00 _— .x No employee charges 8/75 129 12-029 130 9/75 33A 10/75 11/75 131 132 12/75 1/76 133 Riitan k Tucker, ,attorneys + 2,203.00 Billing reduced by 2,843.50 City of IIB, Various 5,726.44 -• 1-033 Sw=nerton &; Wal., Contractor + 12,652.81 (payment of stop claim) NO CHARGES City of I1B, Various 15.00 (tr:p expenses, Kiser) 12-030 G. Molnar, L/S Architect + 271.66 j final inspection NO CHARGES City of 1113 333.33 s (Coopr.r k- L,ybrand Audit, no inv.) see Civic Center for shared cost KEY + = Invoice Attached a ah ,111RARY `I`ItUS'I_ Page 9 ACCT. CLASS. I'AYI:I: &- 1)I SCIiII"PION AMOUNT 2/76 NO CIIAIMES 3/76 NO CII&R.GFS 4/76 NO CIIAIIGPS ril-m ni,,POIi:'p April 27th Charges appear in noXi> roport — City of ills total $18,579.77 Mi.