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HomeMy WebLinkAboutOld Civic Center Site - Various Documents - Report on the St i BID PROPOSAL FROM Firms Name To the Honorable Mayor and City Council, City of Huntington Beach, California: In compliance with the notice inviting sealed proposals for the demolition of three public buildings and appurtenant on site facilities along with the construction and installation of sewer, gas and electrical at Fifth Street and Orange. hereby propose and agree to enter into a contract to perform the work herein described and to furnish the materials therefore according to the plans,specifications and special provisions for the said work and to the satisfaction of and under the supervision of the Director of Public Works of said City of Huntington Beach,California. The undersigned has not accepted any bid from any subcontractor or materialman through any bid depository, the by-laws, rules or regulations of which prohibit or prevent the contractor from considering any bid from any subcontractor or materialman which is not processed through said bid depository, or which prevent any subcontractor or materialman from bidding to any contractor who does not sue the facilities of or accept bids from or through such bid depository. For the furnishing of all labor,materials and equipment,and or all incidental work necessary to deliver all the improvements complete in place in strict conformity with the plans, specifications and special provisions, on file in the office of the Director of Public Works, City of Huntington Beach, California, I propose and agree to take full payment therefore at the following unit prices,to wit: — V I N1 APPROXIMATE ITEM WITH UNIT PRICE UNIT TOTAL NO. QUANTITY WRITTEN !NWORDS PRICE i 1 4 Ea. Removal and disposal of Palm trees Per each. Removal and disposal of asphalt and 2 Lump Sum concrete surface facilities Lump sum. .I a Demolition of old Memorial Hall I 3 Lump Sum Lump sum. Demolition of old Administration Bldg. i 4 Lum Sum Lump sum. j Demolition of old Fire Station Bldg. 5 Lump Sum fLump sum. � P--1 ITEM APPROXIMATE ITEM WITH UNIT PRICE UNIT TOTAL NO, QUANTITY WRITTEN IN WORDS PRICE Construct Manhole at 6 3 Ea. Per each. Construct 8" sewer main at 7 330 L.F. Lineal foot. 8 93 L.F. Construct 6" sewer main at i Lineal foot. Construct 4" sewer main at 9 24 L.F. Lineal foot. Construct clean outs 10 3 Ea. Per each. Install 1 1/2" gas line 11 60 L.F. Lineal foot. Install 3" P.V.C. electrical conduit 12 220 L.F. Lineal foot. TOTAL COST----- -------- $ i ---- P-2- It is understood and agreed that the approximate quantities shown in the foregoing proposal schedule are solely for the purpose of facilitating the comparison of bids and that the contractor's compensation will be computed upon the basis of the actual quantities in the completed work,whether they be more or less than those shown herein at the unit prices bid in the proposal schedule. The undersigned understands the contract time limit allotted for the contract is 90 calendar days. If awarded the contract, the undersigned hereby agrees to sign said contract and furnish the necessary bonds within ten (10) days of the award of said contract,and to begin work within ten (10) days from the date of approval of the con- tract by the City of Huntington Beach, California. The undersigned has examined carefully the site of the work contemplated, the plans and specifications, and the proposal and contract forms therefor. The submission of a bid shall be conclusive evidence that the bidder has investigated and is satisfied as to the conditions to be encountered,as to the character,quality,and scope of work to be performed,the quantities of materials to be furnished, and as to the requirements of the proposal,plans,specifications,and the contract. Accompanying this proposal is ($ ). NOTICE: Insert the words "Cash," "Certified Check," or "Bidder's Bond," as the case may be,in an amount equal to at least 10 percent of the total bid price,payable to the City of Huntington Beach. The undersigned deposits the above named security as a proposal guaranty and agrees that it shall be forfeited to the City of Huntington Beach as liquidated damages in case this proposal is accepted by the City and the undersigned shall fail to execute a contract for doing said work and to furnish good and sufficient bonds in the form set forth in the specifications and contract documents of the City,with surety satisfactory to the City within 10 days after the bidder has received written notice of the award of the contract;otherwise said security shall be returned to the undersigned. Licensed in accordance with an act providing for the registration of contract License No. Signature of Bidder Business Address Place of Residence Dated this day of , 19 Bidder shall signify receipt of all Addenda here,if any: Addendum No. Date Received Bidder's Signature P-3 PROPOSED INFORMATION REQUIRED OF BIDDERS The bidder is required to supply the following information. Additional sheets may be attached if necessary. 1. Firm Name: 2. Address: 3. Telephone 4. Type of firm —individual, partnership,or corporation: 5. Corporation organized under the laws of the State of 6. Contractor's License Number: Classification of Contractor's License 7. List the names and addresses of all members of the firm or names and titles of all officers of the corporation: 8. Number of years experience as a contractor in construction work: 9. List at least six projects completed as of recent date: (Contract amt.) (Class of work) (Date Completed) (Name and address of Owner) 10. List the name of the person who inspected the site of the proposed work for your firm: Date of Inspection 11. If requested by the City,the bidder shall furnish a notarized financial statement,financial data,or other information and references sufficiently comprehensive to permit an appraisal of his current financial condition. •P-4 DESIGNATION OF SUBCONTRACTORS In compliance with the "Subletting and Subcontracting Fair Practices Act" being Sections 4100-4113 of the Government Code of the State of California,and any amendments thereto,each bidder shall set forth below the name and location of the place of business of each subcontractor who will perform work or labor or render service to the prime con- tractor in or aboutthe construction of the work or improvement in an amount in excess of one-half (Y:) of one percent (1%) of the prime contractor's total bid,and shall further set forth the portion of the work which will be done by each subcon- tractor. Only one subcontractor for each portion shall be listed. If the contractor fails to specify a subcontractor for any portion of the work to be performed under the contract, he shall be deemed to have agreed to perform such portion himself,and he shall not be permitted to subcontract that portion of the work except under the conditions hereinafter set forth. Subletting of subcontracting of any portion of the work to which no subcontractor was designated in the original bid shall only be permitted in cases of public emergency or necessity, and then only after a finding reduced to writing as a public record of the Legislative Body of the owner. PORTION STATE LICENSE OF WORK SUBCONTRACTOR'S NAME AND ADDRESS NUMBER CLASS By submission of this proposal,the contractor certifies: I. That he is able to and will perform the balance of all work which is covered in the above subcontractor listing. 2. That the City will be furnished copies of all sub-contracts entered into and bonds furnished by sub-contractor for this project. P —5 �J SPECIFICATIONS AND SPECIAL PROVISIONS - - - -- - - - - - ----- - - FOR DEMOLITION OF THREE PUBLIC BUILDINGS AND APPURTENANT ONSITE FACILITIES ALONG WITH THE CONSTRUCTION AND INSTALLATION OF SEWER, WATER, GAS, AND AND ELECTRICAL AT FIFTH STREET AND ORANGE IN THE CITY OF HUNGINTON BEACH, CA MSC - 176 Prepared by The City of Huntington Beach Department of Public Works i i I May 1981 t, Paul E. Cook Director of Public Works City of Huntington Beach $25.00 charge, nonrefundable y TABLE OF CONTENTS Page Notice Inviting Sealed Bids N-1 - N-3 Proposal P-1 - P-5 Contract C-1 - C-3 Standard Specifications 1 PART General Special Provisions 1 1-2.1 Definitions 1 2-1.1 Award of Contract 2 2-1.2 Execution of Contract 2 2-1.3 Failure to Execute Contract 2 2-4.1 Return of Bid Bond 2 2-4.2 Guarantee 3 2-5.1.1 Plans and Specifications 3 2-5.1.2 Competency of Bidders and Payment for Plans 4 and Specifications 2-6.1 Removal of Defective and Unauthorized Work 4 2-7.1 Soil Conditions 4 2-9..1 Permanent Survey Markers 4 2-10.1 Authority of Board and Inspoection 4 (� 2-10.3 Final Inspection 6 4-1.4.1 Test of Materials 6 6-1.1 Construction Schedule and Commencement 7 of Work 6-1.2 Progress of the Work and Time for Completion 7 6-2.1 Progress Schedule 7 6-8.1 Acceptance 7 7-3.1 Public Liability and Property Damage Insurance 7 7-5.1 Permits and Licenses 8 7-6.1 The Contractor's Representative 8 7-6.2 Superintendence 8 7-8.1 Cleanup and Dust Control 8 (l 7-8.5.1 Use of City Water System 9 7-8.7 Noise Control 9 7-8.8 Flow and Acceptance of Water 9 7-8.9 Erosion Control 9 7-8.10 California Regional Water Quality Control 9 Board Permit 7-10.1.1 Traffic and Access 10 4 7-10.3 Barricades 10 7-15 Registration of Contractor 10 9-3.1.2 Payment General 11 9-3.2.1 Progress Payments 11 9-3.2.2 Final Payment 11 1� 1� Index - p. 2 Section 10 Proposal Requirements 12 10-1 Examination of Plans, Specifications, Special 12 Provisions and Site of Work 10-2 Proposal Form 12 10-3 Proposal Bid Bond 12 10-4 Withdrawal of Proposals 13 10-5 Public Opening of Proposals 13 10-6 Rejection of Proposals Containing Alterations, 13 Erasures or Irregularities 10-7 Disqualification of Bidders 13 Special Provisions 14 PART 2 Construction Materials 15 207-2.5 Joints 15 r 207-2.8 Basis for Acceptance 16 207-8.2.2 Shape for Vitrified Clay Pipe 16 208-2.1 Joints for Clay Pipe 16 211-2.1 Laboratory Maximum Density 15 211-2.3 Relative Compaction 15 211-3 Sand Equavalent Test 15 PART 3 Construction Methods 16 A. General Description of Work 16 B. Additions to Standard Specifications 16 300-1.2 Preservatin of Property 16 300-1.3.1 Removal and Disposal of Materials (General) 16 300-1.3.1(a) Hauling of Materials 16 300-1.3.2(a) Bituminous Pavement Removal 16 301-2 Untreated Base Materials 17 302-5 Asphalt Concrete 17 17 302-5.2 Asphalt Concrete Pavement - Prime Coat 17 302-5.3.1 Asphalt Concrete Pavement - Seal Coat 17 302-5.4 Asphalt Concrete Paving - Distribution and 17 Spreading 302-5.5 Asphalt Concrete Paement - Rolling 18 302-5.8 Asphalt Concrete Pavement - Measurement and 18 Payment 303-1.8.6 Joints 18 303-5 Portland Cement Concrete 18 306-1.1.1 Trench Excavation - General 20 306-1.2.1 Bedding 20 O O Index - p: 3 306-1.2.2 Pipe Laying 20 306-1.2.3 Field Jointing of Clay 20 306-1.3 Backfill and Densification 20 306-1.4 Field Testing for Leakage and Infiltration 20 306-1.6 Payment - Pipe Installation 22 307-2.1.7 Safety Precautions 22 313-1 Gas Line Installation 23 313-2 Electrical Conduit Installation 23 PART 4 !� Demolition 24 A. General Description of Work 24 B. Plans 24 C. Examination of Premises 24 401-0 Description of Building Structures 25 401-1 Bid Item 3 - Memorial Hall Building 25 401-2 Bid Item 4 - Old Administration Building 25 401-3 Bid Item 5 - Old Fire Station Building 25 402-1 Description of Asphalt and Concrete Facilities 26 403-1 Palm Tree Removal and Disposal 26 404-1 Removal of all Underground Utilities 26 404-2 Removal and Relocation of Fire Bell Monument 26 405-1 Glading 27 405-2 Repair of Damages 27 405-3 Disposition of Surplus Materials 27 405-4 Clean Up 28 406-1 Payment 28 City of Huntington Beach Labor Compliance 29 Attachment A 11 1� 1� NOTICE INVITING SEALED BIDS M.S.C. 176 Notice is hereby given that the City Council of the city of Huntington Beach, California will receive sealed bids for the demolition of three public buildings and appurtenant on site facilities along with the construction and installatio of sewer, water, gas and electrical at Fifth Street and Orange in the City of Huntington Beach, California in accordance with the plans and specifications and special provisions on file in the office of the Director of Public Works. Documents will be available on May 20, 1981. A charge of $25.00, not refundable, will be required for each set of specifications and accompanying drawings. r DIRECTOR OF PUBLIC WORKS ESTIMATE Work Item Quantity 1. Removal and disposal of palm trees. 4 each C` 2. Removal and disposal of asphalt and concrete surface facilities. L.S. 3. Demolition of Memorial Hall Building. L.S. 4. Demolition of old administration building. L.S. 5. Demolition of old fire station building. L.S. 6. Const. M.H. 3 each n 7. Const. 8" V.C.P. sewer. 330 L.F. 8. Const. 6" V.C.P. sewer. 93 L.F. 9. Const. 4" V.C.P. sewer. 24 L.F. 10. Const. clean outs. 3 each 11. Install 1 1/2" gas line. 60 L.F. 12. Install 3" P.V.C. elec. conduit and pull box. 220 L.F. In accordance with the provisions of Section 1773 of the Labor Code, the State of California, Director of the Department of Industrial Relations shall determine the general prevailing rate of wages, applicable to the work to be done; copies of the latest general wage rate determinations are on file at the office of the City Clerk and the office of the Director of Public Works of the City of Huntington Beach, California. Plans and specifications, together with proposal form, may be obtained at the office of the Director of Public Works, City Hall, Huntington Beach, California. 1� No bid will be received unless it is made on a blank form furnished by the Director of Public Works. The special attention of prospective bidders is called to the proposal requirements, setforth in the specifications, for full directions as to the bidding. The ahove quantities are approximate only, being given as a basis for the comparison of bids, and the city of Huntington Beach does not express or by implications agree O that the actual amount of work will correspond therewith but reserves the right to increase or decrease the amount of any class or portion of the work, as may be deemed necessary or expedient by the Director of Public Works. N-1 O All bids will be compared on the basis of the Director of Public Works estimate of the quantities of work to be done. Each bid shall be made out on a form to be obtained at the office of the Director of Public Works, Development Wing, 2000 Main Street, Huntington Beach, California; shall be sealed and filed with the City Clerk at the Civic Center, Second Floor Administration Building, 2000 Main Street, Huntington Beach, California, on or ibefore 10:00 am of June 23, 1981, and shall be opened by a committee composed of the City Clerk, the City Attorney and Director of Public Works or their authorized representative and the results of said bidding will be reported to the City Council of said City of Huntington Beach at their regular meeting to be held on Monday, the 6th of July, 1981, at the hour of 7:30 PM in the City Council Chambers in the Civic Center of said City of Huntington Beach, and shall be acted upon by said City Council at the regular meeting of July 6, 1981. The City of Huntington Beach, California reserves the right to reject any or all bids, and to accept the bid deemed for the best interest of the City of Huntington Beach, California. By order of the City Council of the City of Huntington Beach, California this May 18, 1981. C` ATTEST: Alicia Wentworth City Clerk O I� 1� N-2 BID PROPOSAL FROM Firms Name To the Honorable Mayor and City Council, City of Huntington Beach, California: In compliance with the notice inviting sealed proposals for the demolition of three public buildings and appurtenant on site facilities along with the construction and installation of sewer, gas and electrical at Fifth Street and Orange. hereby propose and agree to enter into a contract to perform the work herein described and to furnish the materials therefore according to the plans,specifications and special provisions for the said work and to the satisfaction of and under the supervision of the Director of Public Works of said City of Huntington Beach,California. The undersigned has not accepted any bid from any subcontractor or materialman through any bid depository,the by-laws, rules or regulations of which prohibit or prevent the contractor from considering any bid from any subcontractor or materialman which is not processed through said bid depository, or which prevent any subcontractor or materialman n from bidding to any contractor who does not sue the facilities of or accept bids from or through such bid depository. For the furnishing of all labor,materials and equipment,and or all incidental work necessary to deliver all the improvements complete in place in strict conformity with the plans, specifications and special provisions, on file in the office of the Director of Public Works, City of Huntington Beach, California, I propose and agree to take full payment therefore at the following unit prices,to wit: I Il M APPROXIMATE ITEM WITH UNIT PRICE UNIT TOTAL NO. QUANTITY WRITI EN !N WORDS PRICE i 1 4 Ea. Removal and disposal of Palm trees I O f Per each. Removal and"disposal of asphalt and 2 Lump Sum concrete surface facilities ; n Lump sum. Demolition of old Memorial Hall I 3 Lump Sum Lump sum. O Demolition of old Administration Bldg. I 4 Lum Sum Lump sum. j O Demolition of old Fire Station Bldg. 5 Lump Sum Lump sum. � O P--1 ITEM APPROXIMATE ITEM WITH UNIT PRICE UNIT TOTAL NO. QUANTITY WRITTEN IN WORDS PRICE Construct Manhole at 6 3 Ea. Per each. Construct 8" sewer main at 7 330 L.F. Lineal foot. 8 93 L.F. Construct 6" sewer main at i Lineal foot. I Construct 4" sewer main at � 9 24 L.F. Lineal foot. Construct clean outs 10 3 Ea. Per each. Install 1 1/2" gas line 11 60 L.F. Lineal foot. Install 3" P.V.C. electrical conduit 12 220 L.F. Lineal foot. Q TOTAL COST----- -------- $ O O --- P-2- It is understood and agreed that the approximate quantities shown in the foregoing proposal schedule are solely for the purpose of facilitating the comparison of bids and that the contractor's compensation will be computed upon the basis of the actual quantities in the completed work,whether they be more or less than those shown herein at the unit prices bid in the proposal schedule. The undersigned understands the contract time limit allotted for the contract is 90 calendar days. If awarded the contract, the undersigned hereby agrees to sign said contract and furnish the necessary bonds within ten (10) days of the award of said contract,and to begin work within ten (10) days from the date of approval of the con- tract by the City of Huntington Beach, California. ,. The undersigned has examined carefully the site of the work contemplated, the plans and specifications, and the proposal and contract forms therefor.The submission of a bid shall be conclusive evidence that the bidder has investigated and is satisfied as to the conditions to be encountered,as to the character,quality,and scope of work to be performed,the quantities of materials to be furnished, and as to the requirements of the proposal,plans,specifications,and the contract. Accompanying this proposal is ($ ) NOTICE: Insert the words "Cash," "Certified Check," or "Bidder's Bond," as the case may be,in an amount equal to at least 10 percent of the total bid price,payable to the City of Huntington Beach. The undersigned deposits the above named security as a proposal guaranty and agrees that it shall be forfeited to the City of Huntington Beach as liquidated damages in case this proposal is accepted by the City and the undersigned shall fail to execute a contract for doing said work and to furnish good and sufficient bonds in the form set forth in the specifications and contract documents of the City,with surety satisfactory to the City within 10 days after the bidder has received written notice of the award of the contract;otherwise said security shall be returned to the undersigned. Licensed in accordance with an act providing for the registration of contract License No. n Signature of Bidder Business Address Place of Residence Dated this day of 119 C Bidder shall signify receipt of all Addenda here,if any: Addendum No. Date Received Bidder's Signature O O I 1� P-3 PROPOSED INFORMATION REQUIRED OF BIDDERS The bidder is required to supply the following information. Additional sheets may be attached if necessary. 1. Firm Name: 2. Address: 3.Telephone 4. Type of firm —individual, partnership,or corporation: 5. Corporation organized under the laws of the State of 6. Contractor's License Number: Classification of Contractor's License 7. List the names and addresses of all members of the firm or names and titles of all officers of the corporation: 8. Number of years experience as a contractor in construction work: 9. List at least six projects completed as of recent date: (Contract amt.) (Class of work) (Date Completed) (Name and address of Owner) n 1� 10. List the name of the person who inspected the site of the proposed work for your firm: Date of Inspection 11. If requested by the City,the bidder shall furnish a notarized financial statement,financial data,or other information and references sufficiently comprehensive to permit an appraisal of his current financial condition. •P-4 DESIGNATION OF SUBCONTRACTORS In compliance with the "Subletting and Subcontracting Fair Practices Act" being Sections 4100-4113 of the Government Code of the State of California,and any amendments thereto,each bidder shall set forth below the name and location of the place of business of each subcontractor who will perform work or labor or render service to the prime con- tractor in or aboutthe construction of the work or improvement in an amount in excess of one-half (Y2) of one percent(1%) of the prime contractor's total bid,and shall further set forth the portion of the work which will be done by each subcon- tractor. Only one subcontractor for each portion shall be listed. If the contractor fails to specify a subcontractor for any portion of the work to be performed under the contract, he shall be deemed to have agreed to perform such portion himself,and he shall not be permitted to subcontract that portion ,. of the work except under the conditions hereinafter set forth. Subletting of subcontracting of any portion of the work to which no subcontractor was designated in the original bid shall only be permitted in cases of public emergency or necessity, and then only after a finding reduced to writing as a public record of the Legislative Body of the owner. PORTION STATE LICENSE OF WORK SUBCONTRACTOR'S NAME AND ADDRESS NUMBER CLASS r n t� By submission of this proposal,the contractor certifies: I. That he is able to and will perform the balance of all work which is covered in the above subcontractor listing. 2. That the City will be furnished copies of all sub-contracts entered into and bonds furnished by sub-contractor for this project. O P -5 CONTRACT THIS AGREEMENT, made and entered into on the day of , 19_1 by and between the CITY of HUNTINGTON BEACH, a municipal corporation, hereinafter referred to as CITY, and hereinafter referred to as CONTRACTOR, RECITALS: WHEREAS, in accordance with the provisions of California Labor Code section 1773, the Director of the Department of Industrial Relations shall determine the general r prevailing rate of wages applicable to the work covered by the contract; copies of the latest general prevailing wage determinations are on file in the office of the City Clerk and made a part hereof. The supplementary conditions attached hereto are part of this contract and incorporated herein; and The City Council of the City of Huntington Beach, County of Orange, State of California, pursuant to statutes in such cases made and provided, duly and regularly caused a notice to be published calling for bids for labor, material, tools and equipment for the in said City of Huntington Beach, California, said work to be constructed according to plans, specifications, and special provisions for same on file in the office of the Director of Pubic Works and adopted by the City Council of the City of Huntington Beach on the day of , 19 , and reference is hereby made to such plans, specifications, and special provisions and by such reference incorporated as though set out in full herein; and The City Council at a regular meeting thereof and at the time and place appointed therefor received the report of the results of the bids submitted by the respective bidders for the construction and completion of the above-mentioned work, and after careful consideration of all bids submitted to the City Council, awarded the contract therefor to the contractor therein named at the prices set forth in his bid, it being the lowest and best bid received by the said City Council. NOW, THEREFORE, in consideration of the covenants and agreements herein contained, being done and performed by the parties hereto, it is hereby agreed as follows: !7 1. By my signature hereunder as CONTRACTOR, I certify that I am aware of the provisions of California Labor Code section 3700 which requires every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract. !D 1� C-1 2. CONTRACTOR' agrees to receive and accept as full compensation for furnishing all materials and for doing all the work contemplated and embraced in this agreement, the unit prices CONTRACTOR submitted in his proposal which was accepted by the City Council. A copy of said proposal is attached hereto and incorporated herein by reference and made a part hereof. CONTRACTOR further agrees that said payment by CITY shall include all payments for all loss or damage arising out of the nature of the work aforesaid, or from the action of the elements, or from any unforeseen difficulties or obstructions which may arise or be encountered in the prosecution of the work until its acceptance by CITY, and for all risks of every description connected with the work; also for all expenses incurred by or in consequence of the suspension or discontinuance of work and for well and faithfully completing the work, and the whole thereof, in the manner and according to the plans and specifications, and the requirements of the engineer under them. 3. CITY agrees with said CONTRACTOR to employ, and does hereby employ, the said CONTRACTOR to provide the materials and to do the work according to the terms and conditions herein contained and referred to, for the prices aforesaid, and hereby contracts to pay the same at the time, in the manner and upon the conditions set forth in the special provisions and the said parties for themselves, their heirs, executors, administrators, successors and assigns, do hereby agree to the full performance of the covenants herein contained for the contract bid amount of which amount is subject to adjustment upward or downward dependent upon in-place quantity where applicable. 4. It is further expressly agreed by and between the parties hereto that should there be any conflict between the terms of this instrument and the bid or proposal of said CONTRACTOR, then this instrument shall control and nothing herein shall be considered as an acceptance of the said terms of said proposal conflicting herewith. 5. Bid Bond. CONTRACTOR further agrees that his proposal shall be accompanied by a bidder's security in an amount equal to 10 percent of his bid in accordance with California Government Code sections 37931 et seq. 6. Bonds. The bond or bonds required to be furnished to CITY under this contract covering CONTRACTOR'S faithful performance, the cost of labor and materials expended, and CONTRACTOR'S one-year warranty must be furnished to and accepted by CITY prior to commencement of any work hereunder. All bonds must be in the amount stated in the special provisions incorporated herein, and in such form as is acceptable to the City Attorney. 7. Warranty. All work performed in accordance with these plans, standard specifications, and special provisions including, but not limited to, workmanship, installation, fabrications, material and structural, mechanical, or electrical facilities shall be warranted for a period of one year commencing with the filing of the notice of completion and acceptance of the contract by CITY unless specific areas are to be warranted longer as provided in special provisions. Security for such warranty may be provided as part of the faithful performance bond or by a separate bond and shall be in the full amount of the performance bond. Release of the performance bond shall not release the warranty portion of the bond or the separate warranty bond. C-2 CONTRACTOR, within ten (10) days after notification of a defect warranted hereunder, will either make appropriate repairs, replace the defective item or items or show reasonable cause as to reason for his delay, and refusal or failure to comply will cause CITY to file claim against the bond. 8. California Fair Employment Practice Act. CONTRACTOR agrees to utilize fair employment practices in accordance with California Labor Code sections 1410 et seq. IN WITNESS WHEREOF, the parties hereto have executed this contract the day, month and year first above written. CITY OF HUNTINGTON BEACH, a municipal corporation Cl BY Mayor ATTEST: APPROVED AS TO FORM: C` City Clerk City Attorney The articles covered by this contract must conform to the Safety Orders of the State of California, Division of Industrial CONTRACTOR'S Legal Firm Name Safety. I certify that I have read the (Corporation, Partnership, foregoing and will comply. Co-partnership, Joint Venture, Individual or ) DATED: By Position of Title CONTRACTOR By Position of Title i� O !) C-3 STANDARD SPECIFICATIONS Except as hereinafter provided, the provisions of the 1979 Edition of the "Standard Specifications for Public Works Construction" (Green Book) published by Building News, Inc. 3055 Overland Avenue, Los Angeles, California 90034, and all amendments thereto, adopted by the Joint Cooperative Committee of Southern California District and Associated Contractors of California; hereinafter referred to as Standard Specifications, are adopted as the "Standard Specifications" for this project and shall be considered as a part of these Special Provisions. Where specified, the specified editions of "Standard Specifications" and "Standard Plans" of the State of California, Business and Transportation Agency, Department of Transportation, shall apply. If no date of publication is specified, the most recent edition, as of the date of publication of the Notice Inviting Bids for this contract, shall apply. C� PART I GENERAL SPECIAL PROVISIONS The following additions are made to the "Standard Specifications." If there is a conflict between the Standard Specifications and these additions, these additions shall have first precedence. 1-2.1 Definitions (a) AGENCY The City of Huntington Beach, California also hereinafter called "CITY". (b) BOARD The City Council of the City of Huntington Beach, California. (c) CONTRACT Documents including but not limited to the DOCUMENT proposal forms p-1 through p-6, Standard Specifications, General Provisions, Special Provisions, Plans, Bonds, Insurance, Contract Agreement and all addenda setting forth any modifications of the documents. (d) ENGINEER The administrating officer of the City of �7 Huntington Beach or his authorized representative. (e) BIDDER Any individual, co-partnership, association or corporation submitting a proposal for the work contemplated acting directly or through a duly authorized representative. 1� (f) LEGAL ADDRESS The legal address of the Contractor shall be OF CONTRACTOR the address given on the Contractor's bid and is hereby designated as the place to which all notices, letters or other communications to the Contractor shall be mailed or delivered. O 1> -1- (g) LABORATORY An established laboratory approved and authorized by the Engineer for testing materials and Work involved in the Contract. (h) SPECIAL PROVISIONS The special provisions are specific clauses setting forth conditions or requirements peculiar to the work and supplementary to these Standard Specifications. The Department of Transportation publications entitled Labor Surcharge and Equipment Rental Rates and General Prevailing Wage Rates are to be considered as a part of the special provisions. (i) STATE CONTRACT Chapter 3, Part 5, Division 3, Title 2 of the Government Code. The provisions of this act and other applicable laws, form and constitute a part of the provisions of this contract to the same extent as if set forth herein in full. 1-3.1 Abbreviations 2-1.1 Award of Contract The City reserves the right to reject any and all Proposals. The award of the Contract, if it be awarded, will be to the lowest responsible Bidder whose Proposal complies with all the requirements prescribed by the City. 2-1.2 Execution of Contract The Contract shall be signed by the successful Bidder within ten (10) working days after award, and be returned together with the Contract bonds, to the City Clerk's office. Work shall commence within .10 working days after the contract has been fully executed. No Proposal shall be considered binding upon the City until the Contract is executed by the Contractor and the City. The Contract time shall start on the day of Contract execution by the City. 2-1.3 Failure to Execute Contract Failure to execute a Contract and file acceptable bonds as provided herein within the time specified for the applicable Contract category shall be just cause for the cancellation of the award and the forfeiture of the proposal bid ,> bond. -2- 2-4.1 Return of Bid Bond Within ten (10) days after the award of the contract, the City of Huntington Beach will return the bid bonds accompanying the proposals which are not to be considered in making the award. All other bid bonds will be held until the contract has been finally executed, after which they will be returned to the respective bidders whose proposal they accompany. 2-4.2 Guarantee The Contractor, by submission of a bid for this project, expressly agrees to the herein stipulated guarantee of materials, products, workmanship, and installations incorporated into this project. All work performed in accordance with these plans, standard specifications, and special provisions, including, but not limited to, workmanship, installation, fabrications, material and structural, mechanical, or electrical facilities shall be guaranteed for a period of six months, commencing with the filing of the notice of completion and acceptance of the contract by the City, unless specific areas are to be guaranteed longer as provided in Special Provisions. (` Security of this guarantee shall be furnished to the City and may be included as part of the Faithful Performance Bond. There shall be express wording in the Performance Bond, if such bond includes the guarantee or warranty of the Labor and Materials for a six months period, commencing with the filing of the Notice of Completion and acceptance of the contract by the City. The guarantee amount shall be for the full amount of the Performance Bond. (� Release of the Performance Bond shall not apply to the guarantee or warranty period. The Contractor, by agreeing to this latent defect guarantee, also agrees that within 10 days after notification of a failure or deterioration of a facility or work covered under this contract, he will repair, replace or show reasonable n cause as to reason for further delay. Refusal or failure to commence repair or replacement will cause the City to file claim against the bond. Excepted from the guarantee of labor and materials will be defects caused by acts of God, acts of the City, acts of vandals, or by acts of others outside or beyond the control of the Contractor. Q 2-5.1.1 Plans and Specifications The Engineer will provide the Contractor, free of charge, copies of plans, special provisions and additions to the General Provisions of the Standard Specifications that are reasonably necessary for the execution of work. O Contractor shall, at his own expense, obtain copies of Standard Specifications and Standard Plans and Specifications of the State of California, for his general use. If after award of contract, should it appear that the work to be done, or any O matter relative thereto, is not sufficiently detailed or explained in the Standard Specifications, Special Provisions and plans, the Contractor shall request from the Engineer further explanation or interpretation of the contract. The request by the Contractor and the Engineer's response shall be in writing. 1� -3- All scaled dimensions are approximate. Before proceeding with any work, the Contractor shall carefully check and verify all dimensions and quantities and shall immediately inform the Engineer or his representative of any \ discrepancies. 2-5.1.2 Competency of Bidders and Payment for Plans and Specifications Plans, Special Provisions and Proposal forms will be issued only to those contractors who can qualify as competent bidders. A charge will be required for the taking out of plans, none of which will be refunded to any bidder. 2-6.1 Removal of Defective and Unauthorized Work All Work which is defective in its construction or does not meet all of the requirements of the Plans and/or Specifications shall be remedied, or removed and replaced by the Contractor in an acceptable manner, and no compensation will be allowed for such correction. Any Work done beyond the limits of the lines and grades shown on the plans or established by the Engineer, or any extra Work done without written authority, will be considered as unauthorized and will not be paid. Upon failure on the part of the Contractor to comply forthwith with any order of the Director made under the provisions of this article, the Engineer shall have authority to cause defective Work to be remedied, or removed and replaced, and unauthorized Work to be removed, and to deduct the costs and thereof from any monies due or to become due the Contractor. 2-7.1 Soil Conditions I The Contractor shall inspect the soil conditions himself before submitting a bid. By submitting a bid, the Contractor acknowledges that he has satisfied himself as to the quality of the Work including but not restricted to the conditions affecting, handling and storage of materials, disposal of excess materials, the soil conditions, and level and amount of groundwater. 2-9.1 Permanent Survey Markers Unless otherwise provided in the Special Provisions, the Contractor shall be responsible for protecting all existing horizontal and vertical survey controls, monuments, ties and bench marks located within the limits of the project. If any of the above require removal, relocating or resetting, the Contractor shall, prior to any construction Work, notify the Engineer so arrangements can be made to establish sufficient temporary ties and bench marks to enable the points to be reset after completion of construction. 2-10.1 Authority of Board and Inspection The Contractor shall give at least 24 hours advance notice when he or his Subcontractor will start or resume the Work. -4- The above notice is to be given during working hours, exclusive of Saturday, Sunday or City holidays for the purpose of permitting the Engineer to make necessary assignments of his representatives. If the Contractor elects to work under this contract more than 8 hrs/day or more than 40 hrs/week, Saturday, Sunday, or City holidays, he shall arrange with the Engineer for the required inspection service and pay the special inspection fees which will be charged at the following rates: 4 hrs. or less/day $125.00 4 hrs. to 8 hrs/day $250.00 When Special Inspection is required, the Contractor shall notify the City and pay inspection fees 24 hours in advance. If the Contractor is directed by the City to work under this contract more than 8 hrs/day or more than 40 hrs/week, the Special Inspection fee requirements will be waived. Any work performed in conflict with said advance notice, without the presence or approval of the Engineer, or Work covered up without notice, approval or consent may be rejected or ordered to be uncovered for examination at Contractor's expense, and shall be removed at Contractor's expense, if so ordered by the Engineer. Any unauthorized or defective Work, defective material or workmanship or any unfaithful or imperfect Work that may be discovered before the final payment and final acceptance of Work shall be corrected immediately without extra charge even though it may have been overlooked in previous inspections and estimates or may have been caused due to failure to inspect the work. C, All authorized alterations affecting the requirements and information given on the approved Plans shall be in writing. No changes shall be made on any plan or drawing after the same has been approved by the Engineer, except by direction of the Engineer in writing. Deviations from the approved Plans, as may be required by the exigencies of constructions will be determined in all cases by C� the Engineer and authorized in writing. All instructions, rulings and decisions of the Engineer shall be in writing and shall be final and binding on all parties unless formal protest is made in writing and as provided in the following paragraph: n If the Contractor considers any Work demanded of him to be outside the requirements of the Contract, or if he considers any instruction, ruling or decision of the Engineer to be unfair, he shall within ten (10) days after any such demand is made, or instruction, ruling or decisions is given, file a written protest with the Engineer, stating clearly and in detail his objections and reasons therefore. Except for such protests and objections as are made of O record, in the manner and within the time above stated, the Contractor shall be deemed to have waived and does hereby waive all claims for Extra Work, damages and extensions of time on account of demands, instructions, rulings and decisions of the Engineer. 0 O -5- Upon receipt of any such protest from the Contractor, the Engineer shall review the demand, instruction, ruling or decision objected to and shall promptly advise the Contractors, in writing of his final decision, which shall be binding on all parties, unless within the ten (10) days thereafter the Contractor shall file with the City Council a formal protest against said decision of the Engineer. The City Council shall consider and render a final decision on any such protest within thirty (30) days of receipt of same. 2-10.3 Final Inspection Whenever the Work provided for and contemplated by the contract shall have been satisfactorily completed and the final cleaning performed, the Engineer will make the final inspection. 4-1.4.1 Test of Materials All tests of materials furnished by the Contractor shall be made in accordance with commonly recognized standards of national organizations, and such special methods and tests as are prescribed in the Standard Specifications. No materials shall be used until they have been approved by the Engineer. The Contractor shall;- at his expense, furnish the City, in triplicate, certified copies of all required factory and mill test reports. Any materials shipped by the Contractor from a factory or mill prior to having satisfactorily passed such testing and inspection by a representative of the City shall not be incorporated in the Work, unless the Engineer shall have notified the Contractor, in writing, r. that such testing and inspection will not be required. At the option of the Engineer, the source of supply of each of the materials shall be approved by the Engineer before delivery is started and before such material is used in the Work. The City of Huntington Beach will pay for the initial soil and material tests. Any subsequent soil and materials tests deemed necessary due to the failure of initial tests will be at the Contractor's expense. n -6- 6-1.1 Construction Schedule and Commencement of Work Prior to the start of Work, arrangements will be made for a meeting between the Contractor and the Engineer. The purpose of this meeting is to coordinate the activities of the Contractor within the limits of this contract, review scheduling, discuss construction methods and clarify inspection procedures. The contractor shall submit for approval by the Engineer a complete schedule showing the number of working days required to complete the project. The contract time shall commence upon the date of execution of the contract by the City. 6-1.2 Progress of the Work and Time for Completion The Contractor shall begin Work within ten (10) working days after the contract has been fully executed by the City and shall diligently prosecute the same to completion before the expiration of the time specified in the proposal, specifications, and/or contract. 6-2.1 Progress Schedule When, in the judgment of the City, it becomes necessary to accelerate the Work, the Contractor, when ordered, shall cease Work at any particular point and concentrate his forces at such other point or points as directed; and execute such portions of his Work as may be required to enable others to hasten and properly engage and carry on their Work. 6-8.1 Acceptance Should it become necessary, due to developed conditions, to occupy any portion of the Work before contract is fully completed, such occupancy shall not constitute acceptance. 7-3.1 Public Liability and Property Damage Insurance The Contractor shall furnish to the City and maintain during the life of the contract a public liability insurance policy in which the City is named as an additional insured. The Contractor shall also hold harmless the City, its officers and employees while acting within the scope of their duties, against all claims arising out of or in connection with the Work to be performed. The policy shall provide for not less than the following amounts: Combined Single Limit Bodily Injury and/or Property Damage Including Products Liability: $300,000 Combined single limit per occurrence. Such policy shall provide coverage at least as broad as that provided in the Standard Form approved by the National Bureau of Casualty Underwriters together with such endorsements as are required to cover the risks involved. 1� O -7- The Contractor shall arrange for the policies to be so conditioned as to cover the performance of "Extra Work", should such Work become necessary. Prior to the commencement of Work under the contract, evidence of insurance shall be furnished on a form provided by the City, and no other form will be accepted. In addition, the Contractor shall furnish evidence of a commitment by the insurance company to notify the City of the expiration or cancellation of any of the insurance policies required hereunder not less than 30 days before any change in coverage, expiration or cancellation is effective. The Contractor shall also show proof of Worker's Compensation coverage or a valid certificate of self insurance. 7-5.1 Permits and Licenses Except as otherwise specified in the Special Provisions, the Contractor shall procure all permits and licenses, pay all charges and fees and give all notices necessary and incident to the due and lawful prosecution of the Work. These permits and licenses shall be obtained in sufficient time to prevent delays to the Work. In the event that the agency has obtained permits, licenses or other authorizations applicable to the Work, the Contractor shall comply with the provisions of said permits, licenses and other authorizations. The Contractor shall obtain from the State of California, the Industrial Safety Permit required for the various construction items. 7-6.1 The Contractor's Representative Contractor shall also file with the Engineer, the address and telephone numbers n where he or his designated representative may be reached during hours when the Work is not in progress. Instructions and information given by the Engineer to the Contractor's authorized representative in person, at the address or telephone numbers filed in accordance with this section shall be considered as having been given the Contractor. 7-6.2 Superintendence Whenever the Contractor is not present on any part of the Work where the City desires to give direction, orders will be given by the Director in writing, and shall be received and obeyed by the Contractor's superintendent or foreman in charge of the particular Work in reference to which orders are given. r, 7-8.1 Cleanup and Dust Control All surplus materials shall be removed from the site immediately after completion of the work causing the surplus materials. n Unless the construction dictates otherwise, and unless otherwise approved by the Engineer, the Contractor shall furnish and operate a self-loading motor sweeper with spray nozzle at least once each working day to keep paved areas acceptably clean whenever construction, including restoration is incomplete. 7-8.5.1 Use of City Water System The Contractor shall make arrangements with the City of Huntington Beach - Water Department for requirements, location of source and payment prior to the taking of any water from the City system. 7-8.7 Noise Control If the construction site is located adjacent to a residential area, the Contractor shall take all necessary steps to limit the amount of noise emitting from construction equipment used. In addition, working hours shall be restricted to between the hours of 7:00 AM to 6:00 PM. �. 7-8.8 Flow and Acceptance of Water Storm, surface and possibly ground or other water may be encountered at various times and locations during the Work. Such waters may interfere with the Contractor's operations and may cause damage to adjacent or downstream private and/or public property by flooding or lateral erosion if not properly controlled by the Contractor and the Contractor acknowledges that his bid was prepared accordingly. The Contractor, by submitting a bid, assumes all of said ris k. The Contractor shall conduct his operations in such a manner that storm or other waters may proceed without diversion or obstruction along existing street and drainage courses. Drainage of water from existing catch basins shall be maintained at all times. Diversion of water for short reaches to protect construction in progress will be permitted if public or private properties are not damaged or, in the opinion of the Engineer, are not subject to the probability of damage. The Contractor shall obtain written permission from the applicable public agency or property owner before any diversion of water will be permitted n by the Engineer. In the course of water control, the Contractor shall conduct construction operations to protect waters from pollution with fuels, oils, bitumens or other harmful materials. The City has received a permit for discharging from the California Regional Water Quality Control Board that is reproduced in these Special Provisions as Attachment B. 7-8.9 Erosion Control The Contractor shall submit a written plan specifying methods to control erosion due to the construction activities of the project. This plan shall be submitted for approval to the Director no later than five (5) days after the opening of bids. 7-8.10 California Regional Water Quality Control Board Permit The City has received a permit for discharge from the California Regional Water Quality Control Board. No water quality problems are anticipated as a result of groundwater dewatering discharge. However if problems develop and it is necessary to aerate, oxidize, detail or otherwise treat the discharge, said treatment will be considered as "extra work" and shall be carried on by the Contractor. -9- co All monitoring and reporting required by the permit will be done by the City; however, this does not relieve the Contractor from compliance with other conditions, provisions and requirements of the permit. O Applicable sections of said permit are hereinafter contained in Attachment B and shall be considered as part of these Special Provisions. 7-10.1.1 Traffic and Access No full closures will be permitted. Daylight lane closures will be permitted 0 with prior approval of the Engineer provided flagmen are available for control of vehicle movements. Closures are limited to between 9:00 AM and 3:00 PM. Safety precautions shall conform to Section 86-1.07 of State Standard Specifications and these Special Provisions. I Applicable sections of California Administrative Code, Title 8, concerning electrical and construction safety standards and practices, shall be adhered to and enforced by the Contractor. Contractor shall require that an approved safety vest be worn by all personnel who are working at this project site. Any worker without a vest may be ordered off the job by the Inspector until such apparel is acquired. (questions as to J approved vests shall be directed to the Engineer. The Contractor shall provide for and maintain provisions for public traffic through the construction area at all times. Unless otherwise specified in these Special Provisions, work shall be in accordance with Sections 4-1.04, 7-1.08 through 7-1.95 inclusive, 15-1.02 through 15-2.05E inclusive, of the State J Department of Transportation, Standard Specifications, and as provided for in Title 8 of State of California, Department of Industrial Relations, Construction Safety Orders, and Chapter 12.24, "Warning Lights -- Barricades" of the Huntington Beach Municipal Code. The Inspector may require additional devices as traffic and construction conditions require. (questions as to construction warning signs and devices shall be directed to the Engineer. 7-10.3 Barricades All barricading to meet manual on Uniform Traffic Control devices - 1975. 1 7-15 Registration of Contractor Prior to the award of contract, the contractor shall be licensed in accordance with the provisions of Article 1 to 9 inclusive of Chapter 9, Division 3 of the Business and Progessions Code of the State of California and Amendments thereof, providing for the registration of contractors, and defining the term contractor; providing a method of obtaining licenses to engage in the business of contracting and fixing the fees for such licenses; and prescribing the punishment for violation of provisions thereof, as amended. -10- 9-3.1.2 Payment General Payment for the furnishing of all labor, materials and equipment necessary to -- perform all work indicated on the plans and described in these specification and Special Provisions shall be included in the Contract unit prices bid for the items listed on the Proposal, and no additional compensation will be allowed. Compensation for items of work shown or described, but not listed on the proposal will be considered to be included in the prices bid for listed items. Non-listed items to be included in the unit prices bid for various items listed on the proposal consist of, but are not limited to, the following: 1. Watering and dewatering. 2. Backfill, compaction and disposal of surplus material. 3. Maintaining public utility facilities. r 4. Miscellaneous removals. 5. Trench resurfacing. 6. General finishing and clean-up. 7. Barricading, and traffic control. 8. Restoring private property improvements. 9-3.2.1 Progress Payments The City shall, once in each month, cause an estimate in writing to be made by the Engineer of the total amount of work done and the acceptable materials furnished and delivered by the Contractor to the job site and not used as of the time of such estimate and the value thereof. The City shall retain money in the amount of ten percent (10%) of the progress payment unless approval of Engineer for greater percent of such estimated value of the work done is obtained. The City shall retain money in the amount of fifty percent (50%) of the value of the materials so estimated to have been furnished and delivered and unused, provided the materials were fabricated specifically for the project. No payment will be made for standard stock items that have not been ? incorporated in the Work. The City shall monthly pay to the Contractor while performing the Work, the progress payment balance, after deducting therefrom all previous payments and all sums to be kept or retained under the provisions of the contract. No estimate or payment shall be required to be made when in the judgment of the Engineer, the work is not proceeding in accordance with the provisions of the Contract or when in his judgment the total value of the work done since the last estimate amounts to less than three hundred dollars ($300). 9-3.2.2 Final Payment Q The Engineer shall, after completion of the contract, make a final estimate of the amount of work done thereunder and the value of such work, and the City of Huntington Beach shall pay the entire sum found to be due after deducting therefrom all previous payments and all amounts to be kept and all amounts to be retained under the provisions of the contract. All prior partial estimates and payments shall be subject to correction in the final estimates and payment. 1� The final payment shall not be due and payable until after the expiration of thirty-five (35) days from the date of recording a Notice of Completion. � -11- C/ It is mutually agreed between the parties to the contract that no certificate given or payments made under the contract, except the final certificate of final payment, shall be evidence of the performance of the contract, either wholly or in part, against any claim of the party of the first part, and no payment shall be construed to be an acceptance of any defective work or unacceptable materials. Section 10 Proposal Requirements 10-1 Examination of Plans, Standard Specifications, Special Provisions and site of CO W ork The bidder shall examine carefully the site of the work contemplated and the proposal, plans, specifications and contract forms therefore. It will be assumed that the bidder has investigated and is satisfied as to the general and local conditions to be encountered; as to the character, quality and quantities of the Work to be performed and materials to be furnished; as to the character of equipment and facilities needed preliminary to and during the prosecution of the Work; and as to the requirements of these specifications. It is mutually agreed that submission of a proposal shall be considered prima J facie evidence that the bidder has made such examination. No verbal agreement or conversation with any officer, agent or employee of the City either before or after the execution of this contract shall effect or modify any of the terms or obligations herein contained. 10-2 Proposal Form J All Proposals must be made upon blank forms to be obtained from the office of the Director of Public Works at the Civic Center, Huntington Beach, California. The Bidder shall submit his Proposal on the form furnished him. Proposals submitted on forms other than the one issued to the Bidder will be disregarded. J All Proposals must give the prices proposed both in words and numbers, of which words will prevail over numbers, and must be signed by the Bidder with his address and telephone number. If the Proposal is made by an individual, firm or partnership, name, post office address and telephone number must be shown. If made by a corporation, the Proposal must show the name of the state under the laws of which the corporation, and the names, title, and business ,addresses and telephone numbers of the President, Secretary and Treasurer. 10-3 Proposal Bid Bond All bids shall be presented under sealed cover and shall be accompanied by cash, a cashier's check, certified check, or bidder's bond made payable to the City of Huntington Beach, for an amount equal to at least ten percent (10%) of the amount of said bid, and no bid will be considered unless such cash, cashier's check, certified check, or bidder's bond is enclosed therewith. -12- 10-4 Withdrawal of Proposals Any bid may be withdrawn at any time prior to the hour fixed in the Notice To Contractors for the opening of bids, provided that a request in writing, executed by the Bidder or his duly authorized representative, for the withdrawal of such bid, is filed with the City Clerk. The withdrawal of a bid shall not prejudice the right of a Bidder to file a new bid. 10-5 Public Opening of Proposals Proposals will be opened and read publicly at the time and place indicated in the Notice To Contractors. Bidders or their authorized agents are invited to be present. 10-6 Rejection of Proposals Containing Alterations, Erasures or Irregularities Proposals may be rejected if they show any alterations of form, additions not called for, conditional or alternative bids, incomplete bids, erasures, or irregularities of any kind. Any mistakes and their subsequent corrections shall be initialed by the Bidder. The right is reserved to reject any or all Proposals. 10-7 Disqualification of-Bidders More than one proposal from an individual, a firm, a partnership, a corporation, or an association under the same or different names will not be considered. Reasonable ground for believing that any Bidder is interested in C, more than one Proposal for the Work contemplated will cause the rejection of all Proposals in which such bidder is interested. If there is reason for believing that collusion exists among any or all bidders, any or all Proposals may be rejected. Proposals in which the prices obviously are unbalanced may be rejected. C n Q O O -13- SPECIAL PROVISIONS The following additions are made to Parts 2, 3 and 4 of the Standard Specifications. If there is a conflict between these additions and the Standard Specifications, these " additions shall have precedence. I r-. r� -14- n PART 2 CONSTRUCTION MATERIALS Where applicable, alternative materials specified in Part 4 of the Standard Specifications, shall be used. 207-2.5 Joints The pipe shall be "match marked" and three (3) copies of the laying diagram submitted to the City. 207-2.9 Basis for Acceptance The pipe manufacturer shall submit to the City a certification indicating r compliance with th Standard Specifications. 207-8.2.2 Shape for Vitrified Clay Pipe Pipe shall be socket and spigot pipe. 208-2.1 Joints for Clay Pipe The V.C.P. Shall have Type "G" Joints. If a standard length of pipe must be cut to fit, the corresponding connection may utilize a Type "D" joint with approval of the Engineer. 211-2.1 Laboratory Maximum Density Laboratory Maximum Density tests shall be per Method 2. The correction for oversize material as stated in Test Method No. California 216 shall be replaced with Note 2 or A.S.T.M. D1557. 211-2.3 Relative Compaction Wherever relative compaction is specified to be determined by Test Method No. California 216, the relative compaction will be determined by Test Method No. Calif. 216 or 231. The area, as stated in Test Method No. Calif. 231, may be represented by one or more individual test sites. �7 211-3 Sand Equavalent Test Evaluation of gradation and sand equivalent test results shall conform to the provisions of Subsection 400-1.4. The gradation and sand equivalent requirements of Subsections 200-2.2, 200-2.3, 200-2.4, 100-2.5 and 200-2.6 shall be the moving average requirements. Individual test requirements for gradation and sand equivalent shall be as determined by the Engineer. O 1> -15- Part 3 CONSTRUCTION METHODS A. General Description of Work The work to be done, in general, consists of the removal and disposal of asphalt concrete parking lots and street as indicated on the plans; removal and disposal of port land cement concrete facilities consisting curbs, gutters, drive aprons, driveways, vaults and pits; and demolition of three building structures and appurtenances; adn of the regrading and general cleanup of the site and of the construction of sanitary sewer and installation of gas and Electrical to Library and furnishing all labor, materials, tools, equipment and incidentals necessary to perform the said work. All work shall be completed to the satisfactions of the Engineer. B. Additions to Standard Specifications 300-1.2 Preservation of Property The Contractor shall protect in place (as possible) any shrub, bush, or tree adjacent to or directly threatened by intended construction. Should removal seem necessary, the Contractor shall first contact the Engineer so that a qualified inspector can judge its possible protection, salvage, and/or relocation. 300-1.3.1 Removal and Disposal of Materials (General) The City will permit dumping at no charge of pavement, concrete and other nonorganic materials as its dump site at the southwest corner of Gothard Street and Talbert Avenue. 300-1.3.1a Hauling of Materials In order to protect the City streets from deterioration due to hauling of materials, the Contractor shall submit (prior to pre-job meeting) for approval, a proposed route for the hauling of materials for disposal. Upon approval, the Contractor shall strictly adhere to that route only, unless written permission is obtained to change the route. n 300-1.3.2(a) Bituminous Pavement Removal Bituminous pavement removal adjacent to pavement which is to remain in place shall be removed to a neatly trimmed saw-cut edge. The Contractor will be allowed to use a two step process, first to make an initial rough cut by machinery or pavement breakers, and second by performing the saw-cutting r immediately prior to laying down the new asphalt concrete work. Should, by this operation, the area of the pavement be increased beyond the limits shown on the plans, no additional compensation will be allowed for items within the increased areas. n -16- 301-2 Untreated Base Materials Untreated base materials shall meet the requirements of Section 400 and these Special Provisions. In lieu of the second sentence of Section 200-2.4.1, at least 65 percent, by weight, of the material retained on the No. 4 sieve shall be a crushed particle as determined by Test Method No. California 205. Evaluation of gradation and sand equivalent test results shall conform to the provisions of Subsection 400-1.4. The gradation and sand equivalent requirements of Subsection 200-2.2, 200-2.3, 200-2.4, 200-2.5, and 200-2.6 shall be the moving average requirements. 302-5 Asphalt Concrete r� Asphalt concrete shall meet the requirement of Section 400 and these Special Provisions. Coarse aggregate shall consist of material of which at least 75 percent by weight shall be crushed particles in lieu of the requiremens of Section (` 400-4.2.3. The viscosity grade of paving asphalt shall be AR 4000. The asphalt content shall be between 5.8 and 6.0 percent by dry weight of aggregate. n The grading shall be III-B3. The sand equivalent and S-value requirements of Section 400-4.3 shall be the moving average requirements. n 302-5.2 Asphalt Concrete Pavement - Prime Coat Grade MC 250, liquid asphalt shall be used. 302-5.3.1 Asphalt Concrete Pavement - Seal Coat I� Seal coat work shall consist of furnishing and applying a seal coat of bituminous binder without screening. The material placed shall be a mixing type emulsion of Grade SS-1 and shall be applied at the rate of 0.10 gallons per square yard or as directed by the Engineer. 302-5.4 Asphalt Concrete Paving - Distribution and Spreading O All three and four inch thickness asphalt concrete shall be laid in two courses of equal layers and shall be spread and compacted with a self propelled asphalt paving machine capable of spreading and vibrating a width of 12 feet, or by other equipment with prior approval of the Engineer. i> -17- At all locations where new asphaltic concrete pavement is joining ' or overlaying existing asphalt pavement, the Contactor shall feather the new pavement to form a smooth transition with the existing pavement. 302-5.5 Asphalt Concrete Pavement - Rolling Initial or breakdown compaction shall consist of a minimum of three coverages of a layer of asphalt mixture. A pass shall be a movement of a roller in both directions over the same path. A coverage shall be as many passes as are necessary to cover the entire width being paved. Overlay between passes during any coverage made to insure compaction without displacement of material in accordance with good rolling practice shall be considered to be part of a subsequent coverage. Each coverage shall be completed before subsequent coverages are started. Three-wheel rollers shall not be permitted and pneumatic rollers shall be used on lower layer only. Each lane of the top layer, once commenced, shall be placed without interruption. i 302-5.8 Asphalt Concrete Pavement - Measurement and Payment Payment for asphalt concrete shall also include prime coat, tack coat and seal coat as required. All permanent asphalt concrete except asphalt concrete berm shall be included in the bid item for asphalt concrete. The temporary asphalt concrete work, if required by the Engineer for conformance with Section 7-10, shall be considered included in various items of work and shall not be included in the bid item for asphalt concrete. 303-1.8.6 Joints Before placing fresh concrete, all construction joints shall be thoroughly wetted. Joints which are approximately horizontal except expansion or contraction of joints, shall be covered with one inch of mortar consisting of part cement to 2 1/2 parts snad. n The quantity of water used shall be only that required to produce a mixture with a consistency comparable to that of the fresh concrete. 303-5 Portland Cement Concrete ;ram Portland Cement concrete shall meet the requirements of Section 400 and these Special Provisions. For 2500 class concrete, a prequalified mix design may be used in accordance with the provisions of ACI 318-71, Section 4.2.2.1, in which fc = 2500 psi. The sodium sulphate loss requirement and the gradation X-value submittal required of Section 400-1.3.1 may be waived by the Engineer. The cement type requirement, Section 201-1.2.1, shall be Type II or Type V as determined by the Engineer. Type II or Type V cement shall conform to ASTM C 150 and the low alkali requirements of Table lA therein. The Cleanness Value requirement of Section 200-1.4 shall be replaced with the following: -18- C Tests Test Method No. Requirements Cleanness Value California 227 Individual Test 70 Min.* Moving Average 75 Min.* The Sand Equivalent requirement of Section 200-1.5.3 shall be replaced with the following: Tests Test Method No. Requirements Sand Equivalent California 217 Individual Test 70 Min.* Moving Average 75 Min.* * For 2500 or less class concrete, except concrete pavement, a minimum 65 Individual Test Result and a minimum 70 Moving Average will be acceptable if 2500 psi 28-day strength criteria of Section 201- (` 1.1.4 are met, at a 6-inch slump or greater. n �7 O O �� -19- Evaluation of Sand Equivalent and Cleanness Value results shall conform to the provisions of Subsection 400-1.4. 306-1.1.1 Trench Excavation - General If groundwater is encountered, the Contractor shall dispose of it by any method acceptable to the Engineer. The trench shall be dewatered to minimum depth of 12 inches below trench bottom. The cost of any dewatering shall be included in the cost of pipe construction. The City has obtained a permit for discharging from the California Regional Water Quality Control Board that is reproduced and included in these Special Provisions as Attachment B. 306-1.2.1 Bedding V.C.P. bedding shall conform to City Standard Plan 323. R.C.P. bedding shall conform to City Standard Plan 324. Additional bedding ordered by the Director, over the amount indicated on the plans due to unsuitable material, shall be paid for per Section 3-3 "Extra Work" of the Standards Specifications. 306-1.2.2 Pipe Laying One (1) or two (2) foot standard lengths of pipe shall be used for inlet and outlet connection to the manhole assemblies. 306-1.2.3 Field Jointing of Clay Pipe Pipe joints shall be Type "G". If a standard length of pipe must be cut to fit, the corresponding connection may utilize a Type D joint with approval of the Engineer. 306-1.3 Backfill and Densification Backfill shall be mechanically compacted. Jetting or flooding will not be permitted unless authorized by the Engineer. r-- Trench backfill shall be compacted to a relative compaction of 90% from the top of the bedding section to 12 inches below pavement subgrade (or finished grade where there is no pavement) and 95% from 12 inches below pavement subgrade to pavement subgrade. Compaction tests shall be taken at the discretion of the Director. 306-1.4 Field Testing for Leakage and Infiltration 1. General Completed pipes of all types along with manholes and appurtenances, shall be watertight. Each section of pipe between two successive manholes shall be tested for leakage or at the option of the Engineer, for infiltration. In general the leakage test shall be made on all sections of pipe except those where, in the opinion of the Engineer, the infiltration test shall be made due to excessive groundwater. -20- Even though a section may have previously passed the leakage or infiltration test, each section of pipe shall be tested subsequent to the last backfill compacting operation, where in the opinion of the Engineer, h heavy compaction equipment or any of the operations of the Contractor or other may have damaged or affected the required watertight integrity of the pipe, structure or appurtenances. The Contractor shall furnish all materials required for the tests and bear all costs in connection therewith. Tests shall be made in the presence of the Engineer. r� If the leakage and/or infiltration rate as shown by the tests specified herein is greater than the amount specified, the leak shall be repaired or, if necessary, the pipe shall be removed and relaid by the Contractor at his expense. The pipe line will not be considered acceptable until the leak-and/or infiltration rate, as tdetermined by test, is less than the allowable. 2. Test for Leakage Leakage test shall be by air test. Each section of pipe between two successive manholes shall be tested by plugging all pipe outlets with suitable test plugs. Air shall be slowly added until the internal pressure is raised to 4.0 psig. The compressor used to add air to pipe shall have a blow-off valve set at 5 psig to assure that at no time the internal pressure in the pipe exceeds 5 psig. The internal pressure of 4 psig shall be maintained for at least two minutes to allow the air temperature to stabilize after which the air supply shall be disconnected and the pressure allowed to decrease to 3.5 psig. The time in minutes that is required for n the internal air pressure to drop from 3.5 psig to 2.5 psig shall be measured and the results compacted with the values tabulated below. Minimum Distance Pipe Diameter Test Time In Between Manholes Inches Minutes Feet 8 4 340 10 5 260 12 6 230 15 7 170 18 9 150 21 10 120 The above tabulated values shall be used for the respective diameter pipes except where the distance between successive manholes is less than the above tabulated values, in which case the following formula will be used to determine the test time: T = .000183d2L T = Test time in minutes d = Inside diameter of pipe in inches O L = Distance between successive manholes in feet 4) -21- C� If the pressure drop from 3.5 psig to 2.5 psig occurs in less time than the above tabulated or calculated values, the pipe shall be overhauled and, if necessary, replaced and relaid until the joints and pipe shall hold satisfactorily under this test. 3 3. Test for Infiltration If in the construction of a section of the sewer between structures, excessive groundwaer is encountered, the end of the sewer at the upper structure shall be closed sufficiently to prevent the entrance of water. c> Pumping of groundwater shall then be tested for infiltration. The infiltration shall not exceed 0.025 gallon per minute, per inch of diameter, per 1,000 feet of mainline sewer being tested and does not include the length of house laterals entering that section. Where any infiltration in excess of this amount is discovered before completion and acceptance amount of infiltration reduced to a quantity within the specified amount �J of infiltration before the sewer is accepted at the expense of the Contractor. Should, however, the infiltration be less than the specified amount, the Contractor shall stop any individual leaks that may be observed when ordered to do so by the Engineer. The Contractor shall furnish all labor t and materials for making the tests required at his own expense. All tests must be completed before street or trench is resurfaced. Unless otherwise directed by the Engineer. 306-1.6 Payment - Pipe Installation J Pipe shall be paid for at the contract unit price bid per linear foot, including temporary resurfacing. 307-2.1.7 Safety Precautions Safety precautions shall conform to Section 86-1.07 of State Standard J Specifications and these Special Provisions. Applicable sections of California Administrative Code, Title 8, concerning electrical and construction safety Standards and practices, shall be adhered to and enforced by the Contractor. Contractor shall require that an approved safety vest be worn by all of his personnel who are working at this project site. Any worker without a vest may be ordered off the job by the Inspector until such apparel is acquired. Questions as to approved vests shall be directed to the Engineer. The Contractor shall provide for and maintain provisions for public traffic through the construction area at all times. Unless otherwise specified in these Special Provisions, work shall be in accordance with Sections 4-1.04, 7-1.08 through 7-1095 inclusive, 15-1.02 through 15-2.05F_ inclusive, of the State Department of Transportation, Standard Specifications, and as provided for in Title 8 of State of California, Department of Industrial Relations, Construction Safety Orders.The Inspector may require additional devices as traffic and construction conditions require. Questions as to construction warning signs and devices shall be directed to the Engineer. -22- 313-1 Gas Line Installation Installation of 1 1/2" gas line shall meet all requirements of the City of Huntington Beach Building department and shall also be inspected and approved by Building department. 313-2 Electrical Conduit Installation Installation of 3" P.V.C. Electrical shall meet all requirements of the City of Huntington Beach Building department and Southern California Edison Company and shall also be inspected and approved by Building Department and Southern California Edison Company. r� ,r1 17 1� 1� �� -23- r. PART 4 DEMOLITION r A. General Description of Work The work, in general, described by these special provisions shall consist of the removal and disposal of asphalt concrete parking lots and street as indicated on the plans; removal and disposal of portland cement concrete facilities consisting of curbs, gutters, drive aprons, driveways, vaults and pits; and demolition of three building structures and appurtenances; and of the regarding and general cleanup of the site. B. Plans Plans shall consist of the site plan indicating the surface improvements to be removed and disposed of and the general foot print of the buildings to be demolished. The Contractor shall ascertain quantities of building materials and equipment to be removed or demolished by his own appraisal during visit to the job site as described hereinafter. C. Examination of Premises Each contractor, by submission of a bid, shall be held responsible to have visited the site and to have determined for himself all the existing conditions and limitations which may affect the work specified to be performed. Each contractor submitting a bid will be held responsible to determine all quantities of the total work including, but not limited to, demolition and removal of designated asphalt and concrete surface facilities; footings, floors, walls, roofs, and all components of three structures described hereinafter; underground utility services; and regarding of the site and cleanup. r r` -24- 401-0 Description of Building Structures The buildings to be demolished are described hereinafter in order to point out the major structural features and approximate square footages involved in the work. 401-1 Bid Item 3 - Memorial Hall Building 1. Areas - First Floor - 8,949 Square Feet - Second Floor - 3,670 Square Feet - Third Floor - 750 Square Feet 2. Floors - Concrete first floor with approximately one half covered with hardwood flooring on sleepers. Wood frame second and third floors. 3. Walls - Exterior walls are brick with stucco and plaster. Interior walls are wood frame with some covered with plaster and othrs covered with drywall. 4. Roof - Wood frame rood with composition roofing except the third floor roof area which is concrete. C` 401-2 Old Administration Building 1. Areas - Single story structure - 5,496 Square Feet 2. Floors - Concrete 3. Walls - Exterior walls of 4,772 square feet are wood frame with stucco and drywall, the exterior walls around 774 square feet are brick with stucco and plaster. Some face area of the frame and stucco walls have brick wainscoting. 4. Roof - Wood frame with composition roofing, with a double roof over the 774 square feet area having the brick walls. 401-3 Old Fire Station Building 1. Areas - First Floor - 3,601 Square Feet - Second Floor - 2,465 Square Feet - Exterior Stairwell - Included Above - Exterior Vault - 190 Square Feet 2. Floors - Concrete first floor, estimated to be 6-8" thick to hold fire engines. Second floor is wood frame. 3. Walls - Exterior walls are wood frame with stucco and plaster, except for the vault which has concrete block walls grouted solid. 4. Roof - Wood frame with composition roofing, except for the vault which has a concrete roof. O �� -25- 402-1 Description of Asphalt and Concrete Facilities The contractor shall remove and dispose of all asphalt and concrete facilities existing from the back of sidewalk on Fifth Street to the back of sidewalk on Sixth Street and from the back of sidewalk on Orange Avenue to the south-easterly edge of the ten foot wide driveway located between the old Administration Building and the Main Street Library. The facilities to be removed consist of, but are not limited to the following - Asphalt paving in areas of former parking lots, asphalt paving in the area of a former street; portland cement concrete gutter; portland cement concrete curb, sidewalk, drive apron; portland cement concrete driveways estimated to be 6-8" thick to hold up fire engines; a concrete gas vault; a concrete fire hose pit; various other small concrete vaults and meter boxes; and other miscellaneous appurtenances. The concrete parking bumpers shall be removed and delivered to the City Corporation -Yard at 17371 Gothard Street. Aggregate base rock which may underlie the asphalt shall remain onsite. 403-1 Palm Tree Removal and Disposal Shall consist of removing four palm trees, including their root ball, and of disposing of them offsite. The contractor is hereby made aware that there are other large palm trees existing onsite that are not shown on the plans. These trees are to remain, and are to be protected in place. All srubs and small trees bordering the buildings are to be demolished and shall be removed and disposed of; and compensation, therefore, shall be included in those bid items listed on the proposal and no additional compensation will be allowed. 404-1 Removal of all Underground Utilities Shall consist of removing sewer, water, gas, electrical, telephone and irrigation system and disposing of them offsite. The contractor shall remove and plug sewer at property line. Water and gas shall be cut and plug at point shwon on plan and remaining portion shall be removed. The contractor shall remove all underground electrical and telephone from point of original as shown on plans. The contractor shall cut and plug irrigation system as shown on the plan and remove remaining portion. The City will notify all utility companies prior to commencing the removal of said utilities. 404-2 Removal and Relocation of Fire Bell Monument The contractor shall remove and relocate the Fire Bell Monument at Lake Street Fire Station located at Lake and Fifth Street. The location shall be determined by the Fire Department. The contractor shall also construct any necessary basa or footing for said monument. -26- 405-1 Grading The contractor, upon completion of the removal of all the components of these �. structures and the on-site concrete and asphalt grading shall be performed to leave the lot in a relatively flat plane condition. Trenches over one foot in depth created by the voids of the footing removals shall be compacted by wheel rolling and water settling and/or mechanical equipment compaction to leave these areas in a condition of 90 percent relative compaction. 405-2 Repair of Damages The contractor shall, prior to commencement of work, walk the area with the inspector and note any existing visible damage to areas that will remain. Should any further damage occur, the contractor shall be held responsible to repair damages. 405-3 Disposition of Surplus Materials The major portion of all materials of this demolition contract shall belong to the contractor for disposal from the site. However, to City retains the possession of the following list of materials and the contractor shall carefully remove these items and deliver to the City for storage. The City will provide the contractor a location for these deliveries upon request. The surplus items retained by the City will consist of the following. MEMORIAL HALL 1. Attic Furnace - Top Roof. 2. All Door Checks. 3. (2) New Exit Light Signs - Legion. 4. (3) Furnaces - Memorial Hall Roof. 5. (3) Local Panels - Breakers. 6. (2) Meter Cabinets - New Only. 7. Time Clock. 8. Computer Room - Raised Floor. 9. Air Conditioner & Controls in Computer Room. 10. Air Conditioner Room - Circuit Breaker - in (2) Panels. 11. Electric Bell. 12. Save Motors on (2) Furnaces in Council Chamber Attic. 13. (2) Wall Thermostat in Civic Center. 14. General Electric Circuit Breaker in Civic Center Stage. 15. Light Fixtures on Civic Center Beam. 16. Blackboard in Civic Center Stage. .17. Attic Fan - Old Print Shop. 18. Panel Circuit Breaker - Old City Clerk's. 19. Air Conditioner Pump & Condenser Motors (2). OLD ADMINISTRATION BUILDING 1. Attic Furnace. 2. Door Hardware. 3. Drinking Fountain. 4. All Ceiling Surface Fluorescent Fixtures. -27- 5. All Ceiling Fans. 6. All Clock Receptacles. 7. Exit Signs. 8. Fire Extinguishers. 9. Glass Front Directory. 10. All Thermostats & Covers. 11. Air Conditioner on Roof. 12. Outside Lights. OLD FIRE STATION 1. Furnaces. 2. Fire Extinguishers. 3. Thermostats. 4. Door Hardware. 5. Bathroom Mirrors. 6. Exit Fixtures. 7. Hot Water Heater. 8. Drinking Fountain. 9. Stove. 10. Refrigerator. 11. Circuit Breakers in Panel. NOTE: Above items are to be saved. 405-4 Cleanup The contractor shall, daily, cleanup debris from the sidewalk and street area leaving a condition safe for vehicle traffic and pedestrian traffic and free from excesisve dust. Final cleanup shall consist of hand or power sweeping the street and sidewalk areas, removal of all barricades, ropes and other construction equipment, and all demolition materials and the area left in a first class condition satisfactory to the Director of Public Works. 406-1 Payment Payment for the furnishing of all materials, labor, and equipment necessary to complete the work herein described shall be made at the contract bid price, and no additional compensation will be allowed. -28- THE STATE OF CALIFORNIA WAGE RATES WILL BE USED ON THIS CONTRACT, i7 O 1� O TO: The City of Huntington Beach: The following job classifications will be used for the completion of work on Cash Contract # y y by the Sub-Contractor 1. 2. 3. 4. C` 5. 6. 7. 9. 10. n 11. Sub-Contractor f� -Please complete for determination of Wage Rates. O 1� O I AM AWARE OF THE PROVISIONS OF SECTION 3700 OF THE LABOR CODE WHICH REQUIRES EVERY EMPLOYER TO BE INSURED AGAINST LIABILITY FOR WORKMEN'S COMPENSATION OR TO UNDERTAKE SELF-INSURANCE IN ACCORDANCE WITH THE PROVISIONS OF THAT CODE, AND WILL COMPLY WITH SUCH PROVISIONS BEFORE COMMENCING THE PERFORMANCE OF THE WORK OF THIS CONTRACT. C` Signed Title Date I� Contract 1D This is a State Industrial Requirement. O City of Huntington Beach Department of Public Works P.O. Box 190 Huntington Beach, California 92648 Attention: Subject: Certification of Compliance with Title VII of the Civil Rights Act and Equal Employment Opportunity Act of 1972 a Gentlemen: C` , The undersigned, contractor on Project No. Title hereby certifies that all laborers, mechanics, apprentices, trainees, watchmen and guards employed by him or by any subcontractor performing work under the contract on the project have been paid wages at rates not less than those required by the contract provisions, and that the work performed by each such laborer, mechanic, apprentice or trainee conformed to the classifications set forth in the contract or training program provisions applicable to the wage rate paid. C; Signature and Title O i a j i 1J 3 i 1 0 r l H.U,D. THIS CONTRACT REQUIRES THAT THE LABOR LAWS OF THE FEDERAL GOVERNEMENT BE ENFORCED BY THE CITY OF HUNTINGTON BEACH. THE WAGE RATES REFERRED TO IN THESE DOCUMENTS ARE INCLUDED IN C` YOUR CONTRACT. O 7/31/80 DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SECTION IX LABOR STANDARDS FOR INSURED PROGRAMS DHUD OFFICE PROJECT NUMBER PROJECT NAME GENERAL CONTRACTOR SECTION OF THE ACT Section 212 (a) of the National Housing Act, Parts 5 and Sa, (a new part) of the Regulations of the Secretary of Labor, the Comptroller General 's Listing of ineligibles and Section S12 of the National Housing Act make necessary the filing of certain information by every individual , firm, corporation, partnership of association under contract, written or verbal , entering upon the premises for purposes of construction of a project, insured under Sections 207-rental housing ; 213-cooper- atives, 810 armed services housing; 220-urban housing for low to moderate income and misplaced families , 221 (h) (I) -sale of rehabilitated housing for lower income families; 231 - housing for elderly; 232 - nursing homes ; 236-subsidized low rental housing; 242-non profit hospitals and Title X-land development and XI -group practice facilities . To facilitate the filing of such information by the general contractor and the various tiers of subcontractors , the attached exhibits 1 , 2, 4 , 4-A (if required) , S and 7-A have been provided. The exhibits 2 , 6 , 6A, 6-A-a, 6-B, 6-C and 7 include instruct- ions and examples on how to complete the above exhibits . Exhibits 7B, 8 and 9 contain additional information. 1� O O Page 1-A TAME OF CONTI-MI':'• Page 1`.xhioit Number • 36ctLdi11 l is "r• H.U. D. Labor Standards lA F11A 0)0 NO. 2482 A "S1tIrCr•"1TRJ4CTON'e CERTI ATION CONCERNING LAI1ON 1 3 STANDARW AND PREy/11LINC q(;F: RI:QU1kEW"V - I10THUCTION." .............. In L-eu o payro j . . . . . . . . 5 F11A F1URM 2.482-A "S11BCONTRACIVtIS CERTIFICATION CONCERNING LAIA)R STANIIARM AND PREVAILING WAGE: 16QUIREMENTS" .................. 6 EbU'i.UYEF: u.'IrrT."GATE: OF AUT110H1•LATION ................................... 2 12 AREA UH PHOJECT WAGE DETERMINATION FOR THIS CONTRACT .................... 3 13 11. S. DEPARTMENT OF LABOR FORM WH-347, PAYROLL .......................... 4 14 n U. S. DEPARTMENT OF LABOR FORM WH-348, STATEMENT OF COMPLIANCE........... 4-A 16 U. S. DEPARTMENT OF LABOR FORM WH-347, PAYROLL, (NO WORK PERFORMED)...... 5 18 INSTRUCTIONS FUR COMPLETION AND SUBMISSION OF '111E WEEKLY 6 20 PAYROLL REPORT AND ADDITIONAL INFORMATION ............................... t, Submission of Weekly Payroll Reports .................................... 1 6 20 Partnership, Piecework or Profit-Sharing Only Work Contracts- 6 20 Column (3) of Exhibit 6-A ................................................ 2 Wc,rkyrurn Performing Work on the Project in More 11urn One Classification 3 6 21 la:.aolfications That Are Not Required to be listed an Payroll Report.. 4 6 21 tiwruuer Employment of Students ........................................... 5 6 21 Youth Poverty. and Manpower Training Progrums ........................... 6 6 2 2 Wfrt;e Appeals Board ...................................................... 7 6 2 2 MINIM111.1 10':QUIREMENTS, 111AT MUST HE: MOWN IN '111L GOImm OF 6-A 24 PAYROLL F'URM WH-347 ..................................................... EXAhQ'LEZ ON HOW 'PU ENTER TFIF: HF;QUIRED INFORMATION OUTLINE .IN EXHIBIT 6-A-1 2 5 N11MI)ER 6-A .............................................................. INSJ'RUCTIUNS ON HOW TO COMPLETE THE STATEMENT OF COMPLIANCE ............. 6-B 26 (� ReporLinE of the Basic Rate of Fringe Benefits Paid in Cash ............................................................ (1) 6-B 26 Ht p rt.ing of Overtime Payment of the Ilisic and Fringe betiefita Paid in Cush ................................................... (2) 6-B 26 PERMISSIBLE PAYROLL DEDUCTIONS:.......................................... 6-t 26 1� EMPI.UYY&FNT OF APPRENTICES/TRAINEES ...................................... 7 2 7 CUNTRAGTOR'S RATIO OF APPRENTICES/TRAINEES TO JOURNEYMEN ................ 7 -A 28 PART SA--LABOR STANDARDS MR RATIOS OF APPRE;NTICI•;S AND TRAINEE..S 7-B 29 TO JOURNEYMEN ON FEDERAL. AND FEDMALLY ASSISTED CO1wTRI1CTIUN ............ PIL1t'TICE BEFORE 11IE; WAGE APPEAI..S IVARD .................................. 8 J0 f� Purpose and Scope ........................................... ... . ........ 8 31 Who may file petitions for Review ....................................... 8 3' Where to File ........................................................... 8 31 When to File ............................................................ 8 31 Contents of petitions 8 3 1 . . .. ............ Filing of Wage Determination Record by the Solicitor .................... 8 31 Presentations of Other Interested Persons ..... .......................... 8 3 1 Disposition by the Wage Appeals Board 8 31 Page 1 TABLE OF CONTENTS Fthi1.it Page Section Number Number Review of Debarment and Liquidated Damages Proceedings ................. 8 32 ` (review of Decisions of the Solicitor of Labor Other Than 'those In Wage Determination and Debarment Proceedings................... 32 Rightto Counsel ....................................................... 32 Intervention ........................................................... 3 2 Consolidations ......................................................... 32 Oral Proceedings........................................................ 3 2 Public Information...................................................... 32 SUPPLEKENTARY CONDITIONS OF' THE CONTRACT FOR CONSTRUCTION, ARTICLE 1- 3 3-3 7 LADOR STANDARD (Must Be Included In Contract Agreement)................ Employee Interview Form used by Insptector . . . 38- 39 Compliance with Section 3700 . . . . . . . . . . . . . . . . . . 40 Contractor ' s Job Classification . . . . . . . . . . . . . . . 41 Sub-Contractor' s Job Classification . . . . . . . . . . . 42 i r� Page 2 rasa roam ao.rNa U.S.DEPAQTMEaiT W WX SWG AND UNGAN 02VELOPMENT se-cod to as oEDEttAL HVJSING OTWAIM CONTUCTON's CERTIFICAT CONCERNING LAM ST AND PRIfVAIL.IOD WAGE 114411411MINTS To. Federal Housing Commissioner Project No. c/o ,Dimftltr Project New Insudttg Office 1. The undersigned,having executed a coattttCt with far the construction of the above-identified project, acknow- ledges that (a) The Labor Standarde provisions of the Sap l"lary conditions of the Contract for Construction are included in the aforesaid contract; (b) Correction of any infractions of the aforesaid conditions, including infractions by any of his subcontractors and any lower tier subcontractors.is his responsibility; (c) He is aware that he will require to*strut*FHA Forst No. 240.E-A.Contractor's Prevailing Wage Certificate, as a condition precedent to insurance by the Federal Housing Administration of that certain mortgage loan or an ad- vance thereof,tiled*or to be made,by the steefjpgse is connection with the construction of the project. 2. No certifies abet. (a) Neither he not any firm.corporation,panasrsAip or assaeiation in which he has a substantial interest is desiR- natirtas an ineligible contractor by the Comprollor General of the United States pursuant to Section_S 6(b)of the Regulations of the Secretary of L.Olim.Pan S(29 CFR.Part S)or pursuant to Section 3(s)of tha Davis•flacon Act.as amended(40 U.S.C. 276o.2(s)),or by the Federal Housing Commissionet pursuant to Section S12 of the National Housing Act, as emended. 1b) No part of the aforementioned contract ban been or will be subcontracted to any subcontractor if such subcontrac- tor or any firm,corporation,partnership or association in which such subcontractor hoe a-substantial interest is designated as to ineligible contractor pursuant to any of the aforementioned regulatory or statutory provisions 3. He agrees to obtain and forward to the Federal Housing Administration within ten days after the execution of any sub. contract, including those executed by his subcontractors and say lower tier subcontractors,a Subcontractor's Certifi- cation Concerning Labor Standards and Prevailing Stage Requirements, FHA Form No. 2482-A, executed by the sub. contractor. 4. He certifies that: (a) The legal name and the business address of the undersigned are: (b) The undersigned is: (1) A single proprietorship (2) A partsership (3) A corporation orgesis id in the State of _ (4) Other Organisation tdrrerrlel 1� O Page 3 i (c) The name, title and address of the cent.partem or ofliciew of the undersigned are: 1►gpg Lit? Address (d) The names and addresses of all otbar passarts.both natural and corporete,having a substantial interest in the undersigned,and the nature of the istetust are(i/aes*. so.rage): Name AMM Nature of Interest n (a) The names,addresses and trade classifications of oll other building construction contractors in which the under- signed has a substantial interest are(it sea*. so sloe*): Nsnrr Addrna Trade Classification i ORPI•tPOr Date By r U. S. Criminal Cede, Section 1010.Title 1s.U.S.C.,"Federal Housing Admisialration trossections",provides in Pori: "Whoever,for the purpose of. . . . . .joiNvenciall to say way the action of such Administration. . . . .makes, passes, utters or publishes any statement,fissuring the®aloe to be(ogee. . . . .."I be fitted not wore than$5,000 or imprisoned not more thso two years,or be&" r U..:. now*saasr Pri,.r,q,orrius, M.' 1'N-)..........• vane 4 IN LIEU OF PAYROLL When a Subcontractor performs the work for a project by himself the following statement is required IN LIEU OF PAYROLLS . This must be ACKNOWLEDGED BY THE PRIME . This is to verify that the undersigned SUBCONTRACTOR i5 the sole owner. workman (or consisting of ( ) partners) engaged in completing the work of the sub- contractor and that no other person has been or will be employed in connection with this project . Please submit original signed letter. Signed r ACKNOWLEDGED BY PRIME CONTRACTOR Signed r Date Please Identify Project Name and Project Number . n n 1� O 1) Page 5 PNA,FBarr N).26024 ro..Aypm"d aov.',t/sa a„oeoe swage,Ole.A8a0sSt . U.S.tifPART140T W W),61W,AKD URBAN 02VILOMENT ETQtTQaAL pt�K ti•ADMINISTRATICM SUBCONTRACTOR :i O.RTII:ICATION CONCERNING LABOR STANDARDS AND PREVAILING WAGE REQUIRE MEMTS To: Assistant SecretaryCommissiawr Date Dapartaent of Housis(and Urbas Development Padaal Messing Adminiotatioa Project No. C/o , Director Project Meow _ Issuriag Office 1. The undersigned, having executed s contract with _ lsoouee,o.w er6se�uuew/ for •eea,ee o oYor 1 in the amount of S_ in the construction of the above-identified project,certifies that: (a) The Labor Standards Provisions of the Supplementary Conditions Of The Contract For Constr erica ore in- cluded in the aforesaid contract. (b) Neither he not any firm,corporation,partnership or association in which he has a substantial interest is designated as an ineligible contractor by the Comptroller General of the United States pumunat to Section SA(b)of the Regulations of tho'Sscrolery of Labor, Part S(29 CFR, Part 5). or pursuant to Section 3(a) of the Davis-Bocce Act,as o (40 U.S.C.2768-2(s)),or by the Assistant Socartary-Corwissio ner pursuant to Section 512 of the Natleaal Housing Act,as amended. (c) No part of the aforementioned contact has been or will be subcontracted to any subcontractor it such sub- contractor or any firm,corporatioa,partnership or association,in which such subcontractor has a substan- tial interest is designated as as ineligible contractor pursuant to the aforesaid regulatory or statutory pm. vis ions. 2. He agrees to obtain and forward to the contractor, for transmittal to the Federal Housing Administration,with- in ton days altar the execution of any Iawer tier subcontract,a Subcontractor's Certification Concemiag Labor Stoodards and Prevailing Wage Requisemasts,PHA Pores No.24112-A,executed by the lower tier subcai*actor, is duplicate. (a) The workman will report for duty on or about _ eeJ 3. He codifies that: (a) The legal saw and the business address of the undaraigred an: r (b) The undoaigseo ua: (I) A single proprietorship (2) A perowship (3) A corporetion orgoolixed is the State of (p Odor oegamisstiam( ) Page 6 (c) The so".sills Mod oftooss al dw swow,pwmm w amem d dw vailiftipood We. �d) The "Oes mad adjosews at on 011m one".boo pow"I and Owpame,losving a Imbsomatial low"al in the weedwalg"A,and the astom of the lots"an Of so".so stomftk team—Of lawful (0) The as"G.'eddros"s sow Inds Cks"Oodiw Ofoonathow imirloichdoe le"simbstasual i4ism"4106(9 asia.so stalmol, A&M Tab CkjSJQjdjM 0=0 aw awe Iq U.11 reftmol cwr,seraboo sale.irmle Is,U.S.C,-Postal,Kaaba Aftwkwaglits wam""Ims- weviiies too pob *Owba• spAw owe tow pwpbo os. . ...&-W*awms Is,smor sal We aloes at ash A&MOMMSOM....wmbie�MOSSIN muses.a Palo 166twa oft alm;of**"& bovor"s so w®s lobe 66" -."Ahe uwasses ftafto uses.w boa." "*A Nov.61/08 *0"Oumm Pair in WFICI: lq?4.6w4n/m Pag" 7 FHA FORM NO.24162•A fora Ara•e..e aer,I1/0a 0oA®ar Dwaau Ne.N•RO®Sl � t' U.S.DEPARIY(Nt OF MM1W,,AND URBAN DEvItOPIIENH • F E DE aAl tiptMW,,ADYINI i I R A t RM SUIXONTNACTOWS CERTIFICATION CONCERNING LABOR STANDARDS AND 1I1L'VAILING WAGE Ilf,OUIREMISNTS To: Assistant Secretary-Commissioner Date Alny 21, L975 Department of Housing and Urban Development Federal Housing Administration Project No. a3EfAJr Manor _ c/o____Jq_Iand Canfield Director Project Name_U2-34L$2 laa Anselaa.Area Offtee I nsur in g Off ice i e 1. The undersigned, having executed a contract with Cmi th ranprr,terial a an /conballor e,raf.conr seta/ for _.___._$ial h cgrpgntr.Y rAuara or,wr#r in the amount of$' 12,000,00 in the construction of the above-Identified project,certifies that: (a) The Labor Standards Provisions of the Supplementary Conditions Of The Contract For Construction are in- cluded in the aforesaid contract. (b) Neither he nor any firm, corporation, partnership or association in which he has a substantial mtetest is designated as an ineligible contractor by the Comptroller Genetol of the United SUrtes pursuant to Section S.6(b)of the Regulations of the Secretary of Labor, Part S (29 CFR, Pan 5), of pursuent to Section 3(a) of the Davis-Bacon Act,as emended(40 U.S.C.276a-2(a)), or by the Assistant See tetary-Cumniissionce pursuant to Section S12 of the National Housing Act, as amended. (c) No part of the sforemontioned contract has been or will tic subcontracted to any subcontractor if such sub- contractor or any firm, corporation, partnership or association In which such subcontractor ha!:a subiun- Hal intereit is designated as an Ineligible contractor pursuant io the aforesaid regulatory or statutory pro- visions. 2. He agrees to ubttiin and forward to the contractor, for transmittal to,lhe Federal Housing Administration,with- In ten days after the execution of any lower tier subcontract, a Subcontractor's Certification Concerning Labor Standards and Prevailing Wage Requirements,FHA Form No.,2492-A, executed by the lower tier subcontractor, In duplicate. (a) The workmen will report for duty on or about _tyityl, 1Q7 _ (Ogre) 3. He certifies that: (a) The legal name and the business address of the undersigned are: Joseph D. Ly ns Carpentry Work C (b) The underslgaeo is: (1) A single proprietorship li (2) A partnership (3) A corporation organised in the State of (4) Other organisation(describe)- Page $ (&:I The noa*, stile hind oddt,sss of the owaea,portOGts a off cans of the uNjessiPvc!are: ' a-4. Pit Addrgae ..alQi.*gk_Q- Lyons A,.,_Ca4j_ rg) The names and addresses of all other pme".both astutel and corporate,having a substantial interest is the undaralRnad,and the nature of the iatarost an(if non*,to state): }fyl� Nature of Intet*et None (a) The names,.addrasaas and undo classifications of all oilier Euildiad coaabl&tlan cor►trectors in which the undorsigned has a suhatentiai inte►det ago(i(none,so*la/a)c RUA �ro a arlaeai(Itntlwl i JQspQh D_ L ann �pp��jt.,,w�r� fs6aeau«ar. . e i Joseph t). LYong, Oaocs triad aahaa Sue Iles!* J WARNING U.r f,Nllael Cod"Sorel" loto, Title is.U.S.C.,"Faderat Housing AdavlatAWBOOa troas act 10W'.provides In parts "AAo- sr.tr IVr the vpplar nt. . . . .w(lusactag in gay may me action of such Adaalaistralton . . . .Nuhoa,paosse,utters,ar pub. I40a4 e01 a:ehaTMN: ►"-,a.,Ae test OOM 10 sit talao.,'...WWII be filled not rasa®that s5,000 or fS®rteaaed not Sort than two leaves,M Ir01.1' - PO4A Ida?•*all..11/N fts f,OVfN"Ifl aRlr(Ita,Ofrltt; 1070.64!•tlr/M page 9 (EXHIBIT 1) SUBCONTRACTOR'S CERTIFICATION CONCERNING LABOR STANDARDS AND PREVAILING WAGE REQUIREMENTS Four copies of the form must be completed in accordance with the following instructions : T Date: c/o *Project No. *Project Name 1. Enter (nature of work) as per your "sub-contract agreement" . If all or any labor is to be subcontracted, please include the name (s) of the subscontractor (s) . 1. Also indicate if materials are included in the sub-contract. ^ Examples: a. Labor and materials for rough carpentry. b. Labor only for rough carpentry. C. Labor subcontracted to. (If there is not enough space in Section 1 , you may complete the description on a separate sheet of paper and attach to the form) . ANY FORM WHICH DOES NOT LIST AN ACCURATE DESCRIPTION OF WORK TO BE PERFORMED WILL BE RETURNED AS UNACCEPTABLE. 1. Dollar amount of subcontract awarded. (As per subcontract agreement) . 1. (a) , (b) and (c) - self explanatory. 2. Self explanatory. 2 (a) . Approximate date that subcontractor will start work on the project. 3 (a) . The legal name and the business address of the subcontractor. **3 (b) . (1 , 2, 3, and 4) as applicable. (List the names of all principal parties if the business is a corporation - Section 3 (c) of the form. Page 10 **3 (c) . As applicable. **3 (d) . As applicable. (If this section does not apply, write in the word "NONE''). ** 3 (e) . As applicable. (If this section does not apply, write in the work "NONE") . Subcontractor: Self explanatory. By (Signature) : Must be signed by the owner, partner or office of the corporation. Typed Name and Title: Self explanatory. SUBCONTRACTORS WHO EXECUTE A LOWER TIER SUBCONTRACT MUST OBTAIN FROM THE TIER SUBCONTRACTOR AND FORWARD TO THE GENERAL CONTRACTOR FOR TRANSMITTAL TO THE CITY, FOUR COPIES OF THIS FORM. IMPORTANT NOTICE 1 . IT IS MANDATORY THAT ALL SUBCONTRACTORS HAVE ON FILE WITH THE CITY TO THEIR START OF CONSTRUCTION OF THE PROJECT, A FULLY EXECUTED CERTIFICATION. *2 . THIS PROJECT NUMBER AND PROJECT NAME MUST APPEAR ON ALL PAYROLLS PERTAINING TO THIS PROJECT. **3 . TEN PERCENT OR MORE. No individual firm, corporation, partnership or association which is now under any Federal debarment, suspension, or listed in the Com- ptroller General' s Listing of Ineligibles, or the Commissioner ' s Section 512 Control List may participate in the benefits of the City Act as either prime or subcontractor . (Benefits of participation are considered as applying to the farthest removed subcontractor engaged in 0 the construction of a project) . 1� Page 11 O (EXHIBIT 2) EMPLOYEE CERTIFICATE OF AUTHORIZATION It is hereby certified that the employee listed below is the person authorized to compile the weekly payroll report, execute the "Weekly StatOment of Compliance" , distribute the wages to the employees and complete the various forms pertaining to the prevailing wage require- ments on behalf of the individual, firm, partnership, corporation or association in connection with the construction of the project: (Pr5ject Numb6fl rojec ame Type or print name of KUMMORSignature o ut orize erson Person) Name of individual, firm, partnership, corporation or association: "Signature (s) of Responsible Individual (s) : (SignatlirW) it e igna ure (Title-) 69 ignature Ti e ignature Tit e r, Date: "This certificate must be executed by the responsible person(s) whose name (s) (is/are) listed on the subcontractor ' s -Certification concerning Labor Standards and Prevailing Wage Requirements. (See Exhibit 1) . In the event that the employee listed on this certificate has been C replaced, it is required that a new certificate be submitted covering the new employee. NOTE: RETURN THIS EXHIBIT TOGETHER WITH THE SUBCONTRACTOR' S CERTIFI- CATION CONCERNING LABOR STANDARDS AND PREVAILING WAGE REQUIREMENTS. P C Page 12 i (EXHIBIT 3) EFFECTIVE WAGE DETERMINATION Wage Determination Number Modification (s) and supersedeas decision(s) to the Wage Decision Numbers) : Project Number : Project Name: Project Location: The attached wage determination and modification(s) stipulate (s) the MINIMUM basic hourly wage rate (s) and fringe benefit(s) which may be paid to the classifications that are to be employed on the construction of this project. Cl COPY OF THE DETERMINATION AND MODIFICATIONS) MUST BE POSTED AT THE CONSTRUCTION SITE I14 A PROMINENT PLACE READILY ACCESSABLE TO ALL WORKMEN. CLASSIFICATIONS OMITTED FROM THE WAGE DETERMINATION Regulations of the Secretary of Labor, 29CFR 5. 5 (a) (1) (ii) , require that any classifications which are not listed in the wage determination and which are to be employed on the construction of the project, shall be classified or reclassified conformably into classifications listed in the determination which are similar in duties and wage rates. In the event that any classification must be fitted into a classification listed in the wage determination, it is required that you contact this Agency for assistance. ALL CLASSIFICATIONS THAT ARE TO BE EMPLOYED ON THE CONSTRUCTION OF (i'HIS PROJECT MUST BE LISTED IN THE WAGE DETERMINATION OR ESTABLISHED PRIOR TO THEIR EMPLOYMENT ON THE CONSTRUCTION SITE . f 0 I 1) asOSysRTMDlY CIF waa PAYROLL .«� d alas..0.me ftmo pw".c ecarta.ucTsoa c. (For Cowtrectors Ogboe"l Uso:so°IRGW-6 a.Form WN•3.47 fnstj DOaaI OF COWT49C TOR 00 9i&COrfrp ctc)R 4DOf+ESS 6MYROEy No FOR mfEx Etm+MG pRZ EC A!40 LOCA r" rRO.ECT OW CW robbcT 40 4I1 12.1® f]i 141 DAY AND DATE IS. 46, f71 IE)1 i8' a i ® OEDUCTWxS MR NAME ADOnE].S.Aq0 9 gQ GROSS S WI SE.WmT.r"UNDER Ey �� O TOTAL RdTE mK.EZ OF E�EOYEE aFS CIASSfFKATfOr MMfa OF r4Y &AOMEA"EMD F.f:A roo On+Ex •m.s ►aD O MOURS WORKED EACM DAY TAA t04-EEO 0 S O t S 0 0 4k S O S 4 ° f iS 0 ° 0 wB'.'_OTTS S 21-Sr Ste•.�S•�. ale _ in the :Oyer ar )�a_e net- is.: be cane •C :;;r:.p;.a:r ;'rjrains rot •he benelli of such em p:o:ers cur:as noted .r. ^.ctw r. : r.: �..ed 7­_ hiWIt ERE FRENOEAE\LFi ARr %.i.'^v :.\ t'ASH a• !lreby state I � Each laborer Or rcecbah:c :u1ee in :he a:o,e refrrr..cej pet rnl; has bees paid, as indicased oh the payroll, an an ount net irss :hsn :ne cum of the 111 That I pay or s..per.oe the payment u(the persons elnp;eyed oy appUcable basic hourly -age rate plus the amount o! the reculred fringe benefits as listed in the contract ecepe as noted In Section 4tc) below on ebe I(--teeve-r-ii—ve-box) (c) EXCEPTIONS likes duriag the payroll period com"ricing on the day of 19_,and ending the__day of 19 EXCEPTION(CRAFTS OIMANATION all persons eatp6oyed on said pro)ttt have been paid the full meekly.ages terntd. that no rebates I have beets or will be made either directly or indirectly to or on behalf of sand i ieeasreaer a wpcea-azs-rl from the full v6a[)y wean..asroa d by any per ion and thins oo deductions,Love been made other directly or ledie¢My from Ilbe fail wage+earoad by any person. other than permtasible de®uctoas as defined 1 is Regwla8oaq Port 3(29 CFR Sultifte A),issued by Ike Secratwy of Labor under the Copeland Am as am®s7e9 148 Sinai 94463 Star. 10k 72 Stat. 961;76 Sue 357;40 U.S.C. 276cL and des• b tribed bdow: 0 Q°Q (D F+ eft REMARKS (2) The( any payraM3 ofberwlae under tW4 coestrad requirad to bin wobrnttted for the above period are eorrctl aind ewraplat% that the vaV rensim for laborers or merbanke onelealned therein are nos leas three the applicable wage rats;costabsed in any waV dohir minatlon Incorporated into the eo stratt; that the daAWAcatlonis set kith therein for each laborer or mechanic conform with the work Ike performed, (3) Thhat any appriabc® employed in ibe above period are duly regstered in a bone ride appreatsteskup program registered with a State appresibew iD agency recognised by the Bureau of Appeenbceablp and Traleiag, United States Department of Labor, or Lf no such recognised agency exists Is a State, are registered meth the Bureau of Appreabceship and Training, United States DepaAmold of Labor. (4) That NM E AND TITLE SIGNS*ERE lei WHERE FRINGE BENEFITS ARE PAID TO APPROVED PLANS, FUNDS. OR PROGRAMS THE WILFUL FALSIFtCATION OF AN,Or THE ABME S`AT[MENTS MAT SU8JECT THE CONTRACTOR U _ In addition to the basic hourly wage rates paid to each laborer or mechanic OR SUBCONTRACTOR TO CIVIL OR CRIM.+:A: PROSECUTION SEE SECTION tool OF TITLE 16 AND SECTION 231 OF TITLE 11 OF THE U1417ED STATES CODE (bled In the above resrreneed payroll, payments of fringe Dme/Na as listed u a GOvIPNrINI P-•w T'HG Off ice 19"0—3,01 317 • . 0 V c 3..0. UM 0. D,.c STATIJAB 0T OF COMPLIANCE ®vpei�Sq.weMe sA Rteit C, weag 1`M.CT q —11 V3 CO.fge[fe D�tl.B.ONB Dore I -----�--� _ do hr..ty Beare (Neese s1 i g".ery Oah91 —__ _--_`--_ (I)That I pay of supervise the pay■ivnt of Ike person.employed by Ike — that during the payroll period cominemcing on the_day of ( J ry or rera/ 19•r and ending rhea_,day of , 14 , all persons *mpioyed on sold pr.,(ect have boon peul lye fitl weakly wogoa earned.that no mbates have been or well be made either directly or Indirectly to or an hokall of sad ----"i7 from the lull weekly wages aamed by any p—ri end ihot no dedact,—o hove 's'.i r't..:::T�e.wrm'T.�.1 been..ado either directly or sovd.loctly Ire.eke full wages earned by any person. other than porn.nsrhle dtdw mono ss Art.ne+1 ire Requlaliswe. Port 1(29 CFM Sabtitlo A), Issued by the Socrotero of Labor wider the Copeland Act me.wended (eA Sta, 940 63 Stae 108. 72 gut 967, 76 Seat 957. 40 U S C 216c), and described below: 12) Thee soy Poll"'. .,tier....under th,.eonl,.ct required to be submitted for the above period Bea ronect and complete, Ike, the rage rotes(or laborersor mechanics contained t)loftfin Toro Bat lose than the applicable wo$r rotas contained set any wage detenmsnrllon incorporated into the contract; that the classifications sat forth therein for each laborer or mechanic can. form with the stork fee performed (3) That any apppnlices employed in the Above period are defy wgistorad in a bone fide apprenticeship program registered with a State apprenticeship agency roceepiagd by the Bureau of Appraftticaship and Training, United $tale*Depealweol of Latest.or.1 no such recognized agency eusle in a State.are wQioterad with the%Tests of Apprenticeship and Tra.asn8, United States Department of Lobo# (0) TWOU (a) WHERL FRINGE BENEFITS ARE PAID TO APPROVED PLANS. FUNDS.OR PROGRAM } • In addition to the basic hourly areas rotes paid to each laborer or mechanic looted so the above re/ostaced pay. roll. payment* of tnNStr bowlegs as listed to the contract(touts boon at will be wadip to apptop6ato psogtsms lot the benefit of such employees, eecapt as noted In$action g(c)below (b) RHRRR FRINGE.iSRNRFITS AMR PAID IF)CASH • Each Loloorer as mechanic looted in the above retargeted payroll fees Was pad se Indicated 00 the pop-it. on amount"I toes I%"the oust of the appllsablo basic hourly wogs roe&plus the amou"of dso Millou ed hinge Wrefets as listed Is flee coaReae,ascapt so Noted in soctloo d(c)below (e) EXCEPTION$ $XCE►TI CIIAPT RPLAHATIOR ,J J B.O.A V TWO qr\eU\ VA\D—Cis Or ANtl as TWO AeOtla OVA T6Y6w TO Hey SUOJCCT TWO CG.Tgac 100 ON®/tag Ow Trlet row TO Biel\00 Ca1YMNA\ 040611c.r.ON aall sag Triyw.00.aI T.rla is&N0 soc TiON 49, Oa s17\6 9. 00, TNa Vst.VgO Gravies goo., Foxes WHe748(1/66) Page 16 s Y '2 N4d6.• �Cd Wr�49t , INSTRUCTIONS FOR PREPARATION OF STATEMENT OF COMPLIANCE '-his statement of compliance meets ne^ds resulting from the amendment of the Davis- Bacon Act to include fringe benefits provisions. Under this amended law, the contractor is required to pay fringe benefits as predetermined by the Department of Labor in addi- tion to payment of the minimum rates The contracloCs obligation to pay fringe benefits may be met by payment of the fringeii to the various plans funds. of programs or by mak- ing these payments to the empluyees as cash in lieu of fringes. The contractor should show on the face of his payroll ail monies paid to the employees whether as basic rates or as cash in lieu of fringes The icontractor shall represent in the statement of compliance that he is_Pa in to uthtL5 fringr�, required by the Contract and not paid as cash in lieu of fringes. Detailed instructions follow: Contractors who psy all required fringe benefits A contractor who pays fringe benefits to approved plans. funds. or programs in amounts not less than were determined in the appiicablt- wage decision of the Secretary of Labor shell continue to show on the face of his payre:l the basic cash hourly rate and overtime rate paid to his employees, just as he has always done. Such a contractor shall cheek paragraph 4(s)of the statement to indicate that he is also paying to approved plans, funds, or programs not less than the amount predetermined as fringe benefits for each craft. Any exception shall be noted in Section 4(c) Contractors who pay no frindo benefits: ( ` A contractor who pays no fringe benefits shall pay to the employee and insert in the straight time hourly rate column of his payroll an amount not less than the predetermined rate for each classification plus the amount of fringe benefits determined for each classt- fication in thr applicable wage decision Inasmuch is it is not necessary to pay time and a half on cash paid in lieu of fringes. the overtime rate shall be not less than the sum of the basic predetermined rate. plus the half time premium on the basic or regular rate plus the required cash in lieu of fringes at the straight time rate. To simplify computation of overtime. it is suggested that the .straight time basic rate and cash in lieu of fringes be separately stated in the hourly rate column, thus S.1.2i/ 40 In addition, the contractor shall check paragraph 4(b) of the statement to indicate that he is paying fringe benefits in cash directly to his employees. Any exceptions shall be noted in Section 4(c). Use of Section 4(c), Exceptions Any contractor who is making payment to approved plans, funds, or programs in amounts (� less then the wage determination requires is obliged to pay the deficinecy directly to the employees as cash in lieu of fringes Any exceptions to Section 4(a) or 4(b), whichever the contractor may check, shall be entered in Section 4(c). Enter in the Exception column The craft, and enter in the Explanation column the hourly amount paid the employees as cash in lied of fringes,and the hourly amount paid to plans, funds, or programs as fringes. (D �O Page 17 s v.•rE. oe�.soa PAYROLL r®,.a v CY.yLii�•iri,Ciwt B¢C6n .\0 �: ��09J (For Cont?ccto,'s Optional Us:.See Inorwr:ricn, Form Wil. U7 last} tivr J<CG�iR!_T� OP S:J9CGvTnI,C'GR �7'?q£SS jams & 30MG, Loc. ! U31 Mwcb Lem Loy AMalea, CaliLarmM 9M7 ►�Tr+C;:..0 on WEEK END;NG )90,E:-a.hO LOCATiCN I fMQ=T OR Col rM4CT r0 Stop 24, 1972 lbrth ta, lrillo, Calif DYE 10® t o alb® t)/ fi) OAY AND G T[ .S; (6) .71 de. 61 E t•DOaEM .� p I DEDUC T10YS kVSOC+L Stcliva'r N1114GE, k WORK C -GTA- RATE C' 5 W=L is of��LO'rEE ;Eiji C.ASWICAnON pOv`RS Or PAY Au 0i-47 M-TN- it l 1 D NOU 0.i A'OQA ED Fl•CN OtT i EAR+ED NOL*,kG OTs.[e ROi WEEK TAJ 1 � l .o ---`-9- r S X NE ;�—R........ ---- 1 � o j ` I � N• rs o1 am I Pmlcu P i 7 pbl l WY-In AM GRIVINAT S14MAIME w Aman S E cr TRIE Few IN ZOL * of 101 I ' i ( I5, I I 1I of i i � j� 't i II I •_ .. : I i Dat- !r. :hr Lontc:l "'ave !:e%n nr w:J to --.olt *4• pr4grams for the I of 6,rh frisp:oye<s.­-vyt as noted:n ,chur. 50 cv,. c: b) A'A LKE r'HINC h rS A R�FA I J ASH do_cF'6Y state: L---j —Each laborer of ritcha..ic l,sttJ il the ut00%-* rcleronce-d 9�yroil has le" paid. is indic-ted on the p,ytcll. a- Ameint not less !hen the aum of III* I 1 That I pay or supervise thit p&yme.,.t ui the persons emp:oyed t,.v arp;i_Pb;c basic hourly wait rate plus the am.-Unt of the squired triage Lier.clits as bated;it the cartrAct,nccpi as acted in Section 4(c) below. on the or..bCoaWMI.,I (ilu-ing or•ork) (c) ZXCEPTIONS that during the payrc-11 period cornm,ricir...,or, the- 4NY of 19—,and endir.f;the EXCEPTION:CRAFT. EXPLANATION —day of IS- — .2 ---- ern to ed on :aid project have piid the fa': wee::: �age.earned. that n') rebates have omi or will be made either direcuy or indirectly to or on behalf of satil rb icoistrs�' --from the full %vetidy wages earned by any Person and that rio decoctions have 1)"a made 6-her dirtcty or mdircvdv from the f"wages tarne%; by any person. (.the, titan permissible deductions es defined in R4v;j':iie4r, Part 3 (29 CFR Subtitle A).'.ssied by the Secretary of Labor undtr the CapJaiid U Act, as amended (48 Stat 948,63 Stat 108, 72 Stat 967;76 Stal.357;40 U.S.C. 276c),and des- Mat,!b..,)W, V) ra Us .rq Is X (2t -1-hat any payrolls otherwise order this contract required to be subm;!t,,d for the above per:r,d z:. citrml an9 comp)eRr th the ag* rates !,:r lab-isrs or inechznics cvniaLned Lbe.cin are i­ix :es t-,n :he applica.'.4 wave rates contained Ir. any wage de'.crinii,auon rica.poate'd ir.:o the trist Lit c!z%sdrc3tionj set forth therein for c_ch laborer or coriform'sri0% tree work he performed. 1 3"- -na! any apprentices rTpio,-ed tr. :he above period are cl-j.-; rt-i;_a:cred in t bo-a,':dea;opren-c"rip program regialerm wi:`. a State Lppr-iticisrip agvrcy'rKognized ow ,he R.,'rea u of arid Training. Un!*-'d Swtcs Dc,)atzr­ztnt` of Labor. or :!n,such r,tio.-r�,td agency 1r. a 2�:Zle, are rcgis:*reJ1 ..a. the llt;r4au of App-*n!_-esn.;i on,7 raming. Unimd r!.T 37o r. a: Signaturd ant be an originalC,E 3 r. E F:7 A R E A:'D T,], .,F P Typevritten or Printed tAgibly, signature and in ink. C. X:t. :at,;pa- to 3' :1 Z 3 C; 7 i E 5 D E .':1. .7. 9%t -ove ,.:erti%ctd pay-ol:, ptynatnt. n. '.,nge e:t'-:, A& An Ask AL ask (EXHIBIT b) INSTRUCTION FOR COMPLETION AND SUBMISSION OF THE WEEKLY PAYROLL REPORT D T N IN TI N The Payroll Form, WH-347, has been made available for the convenience of contractors and subcontractors required by their Federal or Federally- aided construction-type contracts and subcontracts to submit weekly payrolls. Properly filled out, this form will satisfy the requirements of Regulations, Parts 3 and 5 (39CFR, Subtitle A) , as to payrolls submitted in connection with contracts subject to the Davis-Bacon and f related Acts. 1 . SUBMISSION OF WEEKLY PAYROLL REPORTS: a. The prime contractor and each subcontractor shall submit a fully executed copy of the form WH-347, Payroll, (Exhibit 4) , for each t pay period that he performs on the construction of the project. ( b. It is permissible to submit a copy of an IBM print our payroll fl providing that a copy of the Form WH-348 - "Statement of Com- pliance" - (Exhibit 4-A) , is attached. C. If no work is performed on the construction site during a given pay period, the prime contractor and each subcontractor shall submit a copy of the Payroll Form WH-347, (No Performance) Exhibit 5. d. THE TIME LIMIT FOR SUBMISSION OF EITHER OF THE FORMS IS SEVEN (7) DAYS FOLLOWING THE CLOSE OF ANY PAY PERIOD. EXAMPLE: Contractor' s pay period ends on Wednesday and he distributes the wages to his workmen on Friday of the same week. The pay period ending in this case would be Wednesday. Therefore, seven days from Wednesday, the City must have the payroll report on file. ANY PAYROLL REPORTS SUBMITTED LATER THAT THE REQUIRED 7 DAYS MUST BE ACCOMPANIED BY AN EXPLANATION IN ORDER TO AVOID AN ENTRY IN OUR LIST OF VIOLATORS. The payroll form WH-347 will net be supplied from FHA, you are authorized to reproduce or obtain ' a supply of the form from the: Superintendent of Documents, U. S. Government Printing Office, Washington, D.C. 20402 . The price for 100 sheets is $2. 25 , in check of money order only. You may obtain copies of the Form WH-348, Statement of Compliance, (Exhibit 4-A) from the same source, the price for 100 sheets is $1 . 25. 2. PARTNERSHIP PIECEWORK OR PROFIT-SHARING ONLY WORK CONTRACTS -COLUMN 3 EXHIBIT - Partnership, piecework or profit-sharing only, work contracts are permitted providing that any workman employed, other than the individual , partners or owners of the contracting firm, is being paid a piecework rate that would equal - during the course of one hour of work - no less that the full hourly wage rate (the sum of which is the basic rate plus the total of all fringe benefits) as determined by the wage determination (Exhibit 3) for the classification employed. Page 20 ° 3 The entry "Piecework" must be included in Column (3) of the Form WH-347 , together with the. classification involved for all workmen other that the indivdual , partners or owners listed in Section 3 (c) of the Subcontractor' s Certification, EXHIBIT 1 . THIS TYPE OF WORK ARRANGEMENT IS SUBJECT TO STRICT POLICING BY THIS ' AGENCY, WHEN IT INVOLVES WORKMEN OTHER THAN THE INDIVIDUAL, PARTNERS OR OWNES OF THE CONTRACTING FIRM. 3. WORKMAN PERFORMING WORK ON THE PROJECT IN MORE THAN ONE CLASSIFICATION Any workman who performs work on the project in more that one class- ification within the same work-week shall be classified and paid at the highest wage rate applicable to any of the work which he performs unless the following requirements are met: a. Accurate daily time records shall be maintained. These records must show the time worked in each classification and the rate of pay for each classification, and must be signed by the workman. • b. The payroll shall show. the hours worked in each classification and the wage rate paid for each classification (Columns (3) , (4) , (5) and (6) of the Form WH-347, Payroll) . C. The payroll shall be signed by the workman, or a signed copy of • the daily time records shall be attached thereto. 4 . CLASSIFICATION THAT ARE NOT REQUIRED TO BE LISTED ON PAYROLL REPORTS : (a. Project Superintendent (b. Project Engineer • (c. Supervisory .Foreman, as distinguished from working foreman. (d. Watchman (e. Waterboy (f. Messenger (g.. Clerical workers, such as timekeepers, payroll clerks and bookkeepers. (h. Janitors -. only if they perform work prior to occupany. If clean up work is performed during construction of the building i he must be paid the wage rate for laborer-clean up. (Refer to Exhibit 3) . *A working foreman is one who, in addition to his supervisory duties , performs the work of a laborer or mechanic during a substantial portion (at least 20%) of his workweek. He must be paid not less • than the applicable laborer or journeyman mechanic rate for all hours in which he performs the work of a laborer or mechanic. 5 . SUMMER EMPLOYMENT OF STUDENTS: To facilitate 'a fuller participation in the Youth Opportunity • Campaign, the Department of Labor, as a matter of administrative policy, will take no exception to the employment of students during their summer vacations at wage rates below the prevailing rates and who are a part of a bona fide youth Opportunity Program. The Area/Insuring Office Director shall make such inquiry as necessary to assure that such employees are bona fide students employed on a temporary basis for the summer months only. Page 21 6 : YOUTH POVERTY, AND MANPOWER TRAINING PROGRAMS: To facilitate a fuller participation in youth, poverty and man- c power training programs, the Department of Labor as a matter of Administrative Policy, will take no exception to the employment of enrollees or trainees in these programs at wage rates below the prevailing wage rates. This includes Youth Corps, and other similar manpower and training programs. This policy will be observed only in those instances where agreements have been t reached by labor and management under a bona fide youth, poverty, or other similar manpower training program, including programs for training of project or target area residents. 7 . WAGE APPEALS BOARD: (Regulations 29 CFR Part 7 provides for a 1 g p appeals to the Department of Labor' s Wage Appeals Board as to questions concerning both law and fact arising from decisions of the Solicitor of Labor regarding wage determinations, debarment, and other matters relating to labor standards provisions. { (Refer to 'Exhibit 8) . PERMISSIBLE PAYROLL DEDUCTIONS Deductions made under the circumstances or in the situation described in the paragraphs of this section may be without application to and approval of the Secretary of Labor: ; (a) Any deduction made in compliance with the requirements of Federal, State, or local law, such as Federal or State withholding income taxes and Federal social security taxes. (b) Any deduction of sums previously paid to the employee as a bona { fide pre-payment of wages when such prepayment is made without discount or interest. A "bona fide prepayment of wages" is considered to have been made only when cash or its equivalent has been advanced to the person employed in such manner as to give trim complete freedom of disposition of the advanced funds. c) Any deduction of amounts required by court process to be paid to another, unless, the deduction is in favor of the contractor, subcontractor or any affiliated person or when collusion or collaboration exists. d) Any deduction constituting a contribution on behalf of the person employed to funds established by the employer or representatives of employees, or both, for the purpose of providing either from principal or income, or both, medical or hospital care, pensions or annuities on retirement, death benefits, compensation for injuries, illness, accidents, sickness, or disability, or for insurance to provide any ofIthe foregoing, or unemployment benefits, vacation pay, savings accounts, or similar payments for the benefit of employees, their families and dependents; provided, however, that the following standards are met : (1) The deduction is not otherwise prohibited by law: (2) it is either; (i) vol- untarily consented to by the employee in writing and in advance of the period in which the work is to be done and such consent is not a condition either for the obtaining of or for the continuation Page 22 of employment, or (ii) provided for in a bona fide collection bargaining agreement between the contractor or subcontractor and representatives of it' s employees; (3) no profit or other benefit is otherwise obtained, directly or indirectly, by the contractor or subcontractor or any affiliated person in the form of commission, dividend, or otherwise; and (4) the deductions shall serve the convenience and interest of the employee. (e) Any deduction contributing toward the purchase of United States Defense Stamps and Bonds when voluntarily authorized by the employee. (f) Any deduction requested by the employee to enable him to repay loans to or to purchase shares in credit unions organized and operated in accordance with Federal and State credit union statutes. (g) Any deduction voluntarily authorized by the employee for the making of contributions to governmental or quasi-governmental agencies, such .as the American Red Cross. (h) Any deduction voluntarily authorized by the employee for the making of contributions to Community Chests, United Givers Funds, and similiar charitable organizations. (i) Any deductions to pay regular union initiation fees and membership ! dues, not including fines or special assessments; provided, however', that a collective bargaining agreement between the con- j tractor or subcontractor and representatives of its employees I provides for such deductions and the deductions are not otherwise prohibited by law. • (j) Any deduction not more than for the "resonable cost" of board, lodging, or other facilities meeting the requirements of section 3 (m) of the Fair Labor Standards Act of 1938, as amended, and j Part 531 of this title. When such a deduction is made .the additional records required under Section 516 .27 (a) of this title shall be kept. As defined in Regulation, Part 3 (29CFR Part 3) , issued by ,Secretary of Labor under the Copeland Anti-Kickback Regulations as amended (48 Stat. 948, 63 Stat 108, 72 Stat. 967; 40 U.S .C. 276c) . i Page 23 (EXHIBIT 6-A) Show name of employee on each payroll submitted. Employee's home address must be shown on ff,nt week employee workn un the project. Address need not be shown on subsequent payrolls untest: his address changes. 0 Employee's social security number must be shown on the payroll report RNn covering the first week in which the employee works on the project. It may subsequently be omitted unless needed to distinguish between o ° o employees with identical names. **Indicate by code number, the ethnic make-up of each workman as follows: m9 (1) White (2) Black (3) Mexican American/Spanish Speaking ' { (4) Asian (5) Filipino (6) Native American (Indian) a (7) Other Non-White (Specify) I c Above mast be shown on all payrolls next to the workman's name, (See Exhibit 6-A-1 Column 1). b o. Self Zxplanator Column 2. ***JOB CLASSFICATIONS MUST BE SHOW EXACTLY AS THEY APPEAR ON THE WAGE RATE o FOR THE TYPE OF WORK ACTIVITY ACTUALLY PERFORMED ON THE SITE, (Exhibit 3)1. n a EXAMPLES: Ironworker-reinforcing. Painter-Brush. Laborer-general. G - Laborer-pipe layer. Laborer-cement. Power Equipment Operator/backhow/ �A loader/up to b incl. 3/8 yds. Truck driver/over 80 yds. water level. .2 INCOMPLEJTE CLASSIFICATIONS SUCH AS: Ironworker. laborer, painter, truck ° driver, etc. are not acceptable. ENTER - Owner Operator, Piecework sub- contractor or piecework including classification if so required. FOR ___ I �, APPRENTICES/TRAINEES INCLUDE: (1) period of indenture, (2) date current ` 0251 period of of indenture began and (3) percent of journeyman's wage rate. o ABOVE MUST BE SHOWN ON ALL PAYROLLS., : I '- SHOW DAILY HOURS WORKED STRAIGHT AND OVERTIME ON ALL PROJECTS. EXAMPLES: g �� 1. Workman worked 5 hours straight time on this project. He also worked 3 hours on the some day on another project or projects. ENTER THUS ON o STRAIGHT TIME COLUMN: 5/3. 2. Workman worked 8 hours on this project plus 2 hours overtime. ENTER THUS IN STRAIGHT AND OVERTIME COLUMN: 2/0- OT. 3. Workman worked 4 hours on this project and 4 hours plus 2 hours Q ° 8 0-ST overtime on another project or projects. ENTER THUS IN STRAIGHT ° TIME AND OVERTIME COLUMN: 0/2-OT (SEPARATE LINE ENTRIES MUST BE SHOWN I I N t 4/4-ST FOR THIS PROJECT ONLY.. - IN COLUMNS (3), (4), (5) 6 (6) IF EMPLOYEE WAS EMPLOYED IN MORE THAN ONE CLASSIFI-. oo CATION DURING THE WORK WEEK). SSE 121BIT 6. TOTAL HOURS WORKED STRAIGHT AND OVERTIME ALL PROJECTS. ENTER THUS: 2/2-OT, Workman worked 2 hours overtime on this project and 2 hours over. Qa ;. time on other project or projects. Workman worked 19 hours this project and 7 hours other project or projects. z� 3 The basic rate and fringe benefits must be no lees than listed on the effective wage decision***for the classification employed. EXAMPLE: ;;; I i Basic-$5.00 p/h, Fringes: H&W-50C, Vacation-50c, Appr.Tr.-4C, ENTER THUS (Refer to Exhibit 6-B for instruction on how to enter the cash payment of basic and frinite benefits for non-union 5.00/50 B/V 1.04 lI6W P AT V ENTER GROSS'AMOUNT EARNED FOR ALL PROJECTS. ENTER THUS: i Workman earned $109.50 on this project. Includes $93.50 ST and 109,50 $16.00 OT; He earned $38.50 ST and $16.00 OT on other project 164.00 or pro tecta. Describe deductions such as FICA, Withholding, SDI, State Tax, 6 vacatio it j Vacation pay may not always be shown as a deduction in this section, (Refer to Exhibit 6-A-1-Roger Smith). Deductions other than those above must.be described in sections 1 and 2 on the reverse side of Exhibit 4. (Refer to Exhibits 6-B and 6-C). • Must be completed by an Owner/Operator or Contractor doing work p f on a piece work basis. ^, •* Ethnic Cods. See above, o I I n{ *+* Use correct classifications listed on the wage decision number, x '3I (see Exhibit 3). I =iw. MARK ' " ON THE LAST PAYROLL RRPORT TO BF SUBMITTED, TOTAL COLS, 6, 7, z' J ` a o t REFER TO 2033IT 6-A-1 FOR EXAMPLE 09 NOW TO COMPLETS SECTIONS 1 THRU sa a 7 ON THE PAYROLL FORM NH-347 (EXHIBIT 4). 9 p g INCOMPLETE PAYROLL REPCRTS WILL NOT BE RETURXED. CONTRACTOR WILL BE REQUIRED TO SUBMIT ANOTHER ORIGINAL PAYROLL WITH CORRECTIONS. (R*VERSE SIDE 08 ALL PAYROLL YOM WH-347 MUST BE SIGNED IN INK, AND ALL SIGNATURES MUST BE ORIGINAL SIGNATURES. ALSO THE TITLE AND NAME OF THE PERSON SIGNING THE PAYROLL MUST BE EITHER TYPEWRITTEN OR PRINTED LDOIXY IN INK). U i OVAPrUIN,OF LABOR PAYROLL ow .AatA.D �t.p�..ou...o..,A�r co.•Arc�a ays.o.s (For eonlroctees OpfiOM1 Ure:See Inshvdioe,Fam WN.247 I 0"Mt O<Co.r RAC•.R17 00 S08COMrRAC OP �'j AOORM Jones 6 Sons, Inc. 1331 !larch Lane Los AnZales, California 90041 PAYROLL NO iOR WEEX ENDING PROJECT AND LOCATION PNOIECT OR CONTRACT NO. . One-Initial pp July 14, 1972 " North Apartments, Camarillo. California 122-00100 (PHA Project No.) 'S, ,: 141 DAY AND DATE 151 161 171 d♦z aLStISL piOUC WNS NET SOCv.L SECCVV��Wi.8 F. i t WORK O �g TOTAL RATE GROLQS _- OFEAOLpEE sal CVSSIF"TOM 8 9 10 11 12 13 14 HOURS OF PAY AMOUNT SM" 1-AL PAD 1:6 O HOURS WOWED EACH DAY EARNED F7tJIFG C711O1 FOR WEEK White, David (1) 0 Mar wor stra t t an t is project and 2400 morwood Drive other roject. The .12 Lidicatei the total of Los Angeles, Calif.90022 2 Carpenter s Th s ro ec all f age benefits Fringebenef is werepaid to SSII-573-83-5031 h r ro ec Jones, Richard (2) 0 Nor perf g to traigh time 2 1217 Ledera Drive 3 !, Carpenter/ O hovers ert an a pro act on y. Fringes were Los Angeles, calif. Hardwood LayerM/ Maid a S811-347-38-3051 s O ® O Lopes. Jars, Ilse 1 (3) 0 war pouf k um is Jett a 3 2800 Decay Wive 4 General ono proaj eto a wage too not Grenada mills, calif. Laborer 5 A"$ the s pailto f s. No fringes A� SP-753-19-3196 a 3 Smith, �� (1) o O C G ilor was it to be paid a sh for his basic m 2700 Winter Street 5 Engineer/ firm. Lea Angeles, Calif. AutoGrader S o' eoepot nfring bene torte cerni time nd aohalf. 0 6 6 to. llaadose, Robert T. (3) 0 Workewt ores p d basic rate o ly. The fringe 314 - 17th Avemu 6 Truck Driver/ benefi a "hi Include vacation y were paid to Sass Cabrlol, Calif. 91776 Damp(8to31 yde) s A fund a. Jones, Iwo (2) 0 Vorkma two employedin t "par to cla sifications 24th and P Street, S. 3 General during the work wee Rafe to ibit 6 Section 3 Torrance, California Laborer $ I �® for further i strut ons. SSN-256-38-2965 " s O 0 0 Vaeati pay o normally i eluded in bee c sate. Jones, Lee (2) 3 Laborer/ Exampl : $ .00 is Cement Dumper s 0 /O O .50 9 anon Adams. John (2) Carpenter/ o Refer o Exhi it 6 ction Rot r Thus 1304 Harsball Street 1 Shinglor Piece Exaap1 Gap ter/ Ingle G eater/ iagler LOG_6®geles...Calif.______ work.at $_ s et a r qa red. _ _ _ _ P ocewo _._ Piecework t $ __ SL1-777-88-9999 Per era . Srowo. Ilsrle (1) CarpenterlAppr.O Appre ice i I. paper must bmitt with 3345 Capital Avenue 1 Period of Ind. the first pa oll tie appr mice' name ppeare on. 81 Serene. California 1, as of 5 8 72 9-1492 1/1/72 60L O O not, la the contract have been or will be made to appropriate programs for the benefit of such employees,except as noted In Section !(c) below. 1,__ I-N t W iigw q Parr, (Thiel (b) WHERE FRINGE BENEFITS ARE PAID IN CASH do hereby state Each. laborer or mechanic listed in the above. referenced payroll has been paid, as indicated on the payroll, an amount not less than the sum of the 1 t I That I pay or supervise the payment of the persons employed by applicable basic hourly wage rate plus the amount of the reQulred fringe benefits as listed In the contract,except as noted In Section 4(c) below. ttgtaeracaor m ao4eatruetorl on the _ tauJdina or wool (c) EXCEPTIONS that during the payroll period commencing on the day of 19_, and ending the By of l9 EXCEPTION(CRAFT) EXPLANATION all erson. employed on said *Section (B) (1) P p ) pdirK have been paid the full weekly wages earned, that no rebates a orti of the Basic Rate a Fri a Benefits Paid 1n Cash. bat�ebeen or well be made either directly or indir�cUy to or on behalf of said from the full n g.trtsight time box (column 6 f the Forg iteatr.aor or wbm.nractw,- actual hourly wage rate inclt+di the total of all fringe wetthty wages served by any person and that no deductions have been made either directly or benefits as determined b the a ective a deteratimatiOn. Inditeetly from the full wages earned by any person, other than permissible deductions as deftned EXAMPLE: The basic-hourly wage to for a carpenter is $7.50. In deguls"os. Part 3 (29 CFR Subtitle A),issued by the Sec Mary of Labor under the Copeland The determination also lists th followi fringe benefits: Act. as amended (48 SSa_ 948.63 Slat 108. 72 Stat 967;7G Stat 357;40 C.S.C. 276c),and des- H&W-60C, pension-50C, jtoex , an Appr. Training- e crii.ed below- ENTER THUS: $7.50 fort. 1.62 tv rmc �ernissoblt eductions (Exhibit 6-C) must be described in this— .... as other project(s) Q, ---- (reles in Exhibit 6-A-a) Norwl d dt "inns surh as FICA Withhold Sax. SDI_ Reporting-Overtime PayBasic and Fringe Benefits State Tax and Vacation •need not be described in this section. In Cash *SECTION (B EXAMPLE: Strai ht time basic: $7.50. Time and half overtime $11.25. ENTER THUS: $11.25 h 1.62 It not required to Day time and aE�AR,rs _ a he on the rings benefits. n •,r. (2, Tr at a ya.• :• :.>, r. ;• _.^_cr Lin r„ tr , re;dred •r Se i bm.tted for the above (Refer to examples in Exhibit 6-A-a). pe od a r ..: ! -y. _ ... ._- :gr •a'^s tabor-n - mr>.�.,n:•:; coct.,i�;r•7 thtrcin ar not lt,s than Ili- a,c -,.r •a a,n.•: :n any �,o, !c;_rT.:nal�,�n :,co- oraIe•d into Statement of Compliance may be signed by the employee fisted on mr vontract, that 0'r ,ae;(,,, :•..,.,• tadyia:.r,re: or mrcn:,n rtonr,)rn with the Exhibit 2 or individual(s) listed in Section 3. (c) of FHA Form wr. kV.ep•-fGr„ed_ 2482-A. No payroll will be returned. If in need of signature, General Contractor will be notified and it is their responst- (31 Tsai aay apprr-r •y -- ',:y ::ne abu'a period arcduly r(-,i,tercd in a`,onartde, bility to see that the sub, etc. signs the payroll in the DHL'D, ap renticethip pmer,m r•S,;•rn 1 anti Fart apprenUccship agency rccooa:red by Lhe Burtew of Apprentice 7 ,n sh:p an4 -:. ,ng t,no-1 eats nepartment cr Labor. or if ro such recognized Labor Relations Office. ac my exists in a Slate, ,.• `.e n•,-.au of .1i.)rcon�^ship and Training, United 'es Depa rt,•,,nt of!.ab•,r (41 That: (Indicate by check mark how fringe benefits were paid.) .,.,L,.,, ....1 s.•..r„at tar 1".nri:• ,'.'.;;r 1'n ,!1'LU\'i.'• r'L.t:�:•, S, Signature must be an original " 5 " Typewritten or Printed Legibly. signature and in ink. (1 >r rSr•t t•nf art SU 9,(Cr _ -'a _ _ t•, .':J.• ,n :r :re >, r r:,,.•.pa,J ..ti, .:h. er nr m(ch:�n e ^art 4,a�•.a, r,_ grruh0♦ sit S(cn6, ,C: �' D i • i i (EXHIBIT 7) 3 EMPLOYMENT OF APPRENTICES/TRAINEES Apprentices will be permitted to work as such only when they are registered, individ- ually; under a bona fide apprenticeship program registered with a State apprenticeship agency which is Irecognized by the Bureau of Apprenticeship and Training, U. S. Depart.a ment of Labor; or, if no such recognized agency exists in a .State, under a program registered with the Bureau of Apprenticeship and Training, U'. S. Department of Labor. The allowable ratio of apprentices to journeymen in any craft classification shall not be greater than the ratio permitted to the contractor as to -his entireiwork force j . under the registered program. i Trainees will be permitted to work as such when they are bona fide trainees employed pursuant to a program approved by the U. S. Department of Labor; Bureau of Apprentice- ship and Training. . r Any employee listed on a payroll at an apprentice wage rate, who is not! a trainee or is not registered as above, shall be paid the wage rate determined by the Secretary A of Labor for,the classification of work he actually performed. "Apprentice" means (1) person employed and individually registered in a bona fide. apprenticeship program registered with the U. S. Department of Labor, Bureau of Appren- ticeship and Training, or with a State apprenticeship agency recognized1by the Bureau; or (2) a person in his first 90 days of probationary employment as an apprentice in • such an apprenticeship program, who is not individually registered in the: program, but who has been certified by the Bureau of Apprenticeship and Training Ior a State Apprenticeship Council (where appropriate) to be eligible for probationary employment as an apprentice. "Trainee" means, a person receiving on-the-job training in a construction occupation under a program which is approved (but not necessarily sponsored) by the U. S. Depart- ment of Labor, Bureau of Apprenticeship and Training, and .which is reviewed from time to time by the Department of Labor to insure that the training meets adequate standards. d (Refer to Exhibit 7B for further instructions) COMPLETE EXHIBIT 7B for further instructions. ) ' COMPLETE EXHIBIT 7-A AND SUBMIT IT TOGETHER WITH THE SUBCONTRACTOR'S CERTIFICATION . EXHIBIT 1 . 1'T IS REQUESTED.THAT: APFRENTICI? INDENTURE; PAPERS MUST f.3 " SURMIT'TFI) WITH THE FIBST FAYROLL THE APPRENTICE'-- NAME:.'; APPEAR:: ON S `TRAINEE' A(II*11MENT MUST BE SUIVITTFI) TO R&( IONAI, LABOR RELATIOIZ OFFICER FOR REVIEW AA'D r APPROVAL PRIOR TO TRAINEES BEING EMPLOYFJ) ON HHD PROJECTS. Page 27 k I (EXHIBIT 7-A) t CONTRACTOR'S RATIO OF APPRENTICES/TRAINEES TO JOURNEYMEN FIRM NAME: .. .. The following is a list of my entire work force employed on all State, Private, or Federally financed or Federally assisted construction projectsfor the county stated below. The prupose of this list is to satisfy Condition C, of the Supplementary Conditions of 'the Contract for Construction Article 1- Labor 'Standards COUNTY: LOS ANGELES AS OF Jul 11 1972 Date (Note: -Do not list the name of any journeyman or apprentice/trainee. ) APPRENTICE/TRAINEE JOURNEYMAN CLASSIFICATION TOTAL CLASSIFICATION TOTAL t AUTHORIZED SIGNATURE: TITLE:- . t NOTE: SUBMIT llifS FORM TOGETHER WIT11 11fE SIJBCONTPACTOR S tCEXTIFICA PION . ; EXHIBIT 1 . Page 28 b88T' 7-S) W „hero or federally assisted con— PART So—&U00 STANDARDS FOB otrucutsin contract"means any contract breakdown own ter fist year h urs worked and RATWS ®F APPRIENTICUS AM to 00 armed within the United States id far crud ices net T IS To JOUDWYMON on t as ea tecden,Old► of Public taw (usd t� �the i e". f&DQ@AL AND FMOALLY AS- gz- • 4i d a character J far ems- UtWK wSI be Sent to � �- SISTifO COMYRUCTUM tier tvaa3 a a orreqringsubj t6 b the earned. and am M the Secretary of IneftDavlo-f Act or esOWrtng the pay- fir. Q Sm.I Purpose and mope. moce6 a ee wish a Davis-Daeals Act, ►rsd in (a) The eontraebv agrees to Insert in (a)41) The National Apprenticeship anterad We(1)by a Federal Agency.or any submantreet under ibis contract Ut0 Act of 1027(W U.S.C.60)autlser>age asset (2) 13y am other Dam"or person re- roguiaemlsnts contained to this Paragraph dlrecte the Hseretaryof Labor"to formu- calving tar such week assistance In the (20 CPR Ae.3(a) (1).43). (31, (4),ono late and proeeoie the furthoranee of torso of grerda,loam.or guarantees from (6)). Wasitlesm S&A. M.D. Will, and Dal labor Standards necessary to Safeguard a Federal sgonay. shall also be attached to such such fcn- the welfare of apprentices,to extend the tat "Apprcntlee"means (i) a person treat fee the hallucination nation of the con- to)of Such standards by eneour- employed�Individually moist ad In in ouchtor. The team any ouacantr ct used sates alto Inclusion thereat In contracts p bad Bills apprenticeship program In such alataoeo U1 am7 ou0eottreot shall of APPv60002dUP. to bring together Moldered with the U.B.Department of mean the oubs ntractor. emplayars and labor for the formulation 1 . Bursae of AppmnttessldP and (b) The provisions,of Paragraph (a) of programs of apprenticeship. e r e." Trittedle W with a 1941118 apPnmUMS1110 of this ofcilose aha®net apply with re- (2) Section H.4 of Article r1l of the a0essily reselpsized by the Bureau:Or(2) gad to any eacteaet.1f Use head of the l 1 aletemawt by the President on"Combat- a punma in hill first 00 days of probe- Federal agency Ands It likely ing do8attmt and Meating tiotemry amplorasst an an apprentice In first making of tine contract with flu Purses Dl(►ada" laid Mob an epprertieeshtp program.who b clauses contained in (a) of ltlanab 17. 1070 (4) Woody Camp. ad net Individually reglstird in Use pro- this sullen will prejudice the nationalPars. Doe. 270 (1(e70)1, usibeelaq am areas.bat oho has been certified by the security. 4e Bureau of ApprentloWhlp Wad Tvall leg 1 Se.4 CrIlerta for trrmar►ng dillge..t crafts presently ere provided on most or A Diaw Apprenticeship Council(whorls elgort. appropriate) to be eligible for probe- Pollard construction projects.and directs A contractor will be deemed to have tte(d) .employment swam a on person ;ice. "Use heeds of all Federal Government td1 '1Yafetao^��a PenuWn secely- made A"d1110mnt effort" as required by agencies to Inelnde a douse In construe- Ing on-the-job tralmina In a oWrstruetlon l 5a.3 It during the poaforrass►w 01 his tion contracts that will require the contract he at least one of i+ employment of apprentit'ea or trainees t not necessarily Drogrom which b AD- the following thris objectives: on arch projects,and that 20 percent of by the, (but ram' tOfbar.Man apprentices or trainees an each project by power Ad DWpar Lion, of labor.Man- project The tumbeoWe employs es this must be in their Aral year of training. Bureau,and .a! AD- projee6 a lumbfd and The number of apprentices employed Deintot►ro and��pp'and welch - trainee 0y craft art equal try he � shot: be the maximum Pat.ittd in power d icon tJme this u by the Mane tract clauses ot least usual it the reties accordance with astablishd rytlos." traftr ArOrt►talot adequate to buta'o that the established In accordance ploy t$a 9 (b) The purpose of this part b to Im- trAlning ntramost " or "c nractorstandards. (b) The contractorprivate, te, oneys,construction All plement the President's statement of (®) "Qy construction o[ ����t Of In- his public combined and Private, market area March 17, 1070. and to implement fur- jetrUagon ddfq my boosairactor ttetlan egaraet et font work is pDtnd in the labor market area of ther the National Apprenticeship Act of regardless o for of tick appprorentices An tr avenge number e- 1037 and 20 CFR, Part 30, entitled is�fi cog 0�h otherwise Spas prime quired by t end misses clauses,croft as re- r' -Equual Employm ent Opportunity In Ap- coilairofte nth otheAlM a sal by the contract Boisat least flee aaJ trainee em equal to the nibs established In Ae- pnrngeeelnfp and Training,"Issued pun- ®0A-0 ApFrem fir- eordance with i sRA. suant to the Act, by formulating and areal requirements' (c)(1) Before commencement of promulgating labor standards necessary (a) The following contract clauses work on the project, the contractor of to promote the dull realization of sba Ito.fmrditbwl of each Federal or covered by a collective bargaining agree- training opportunities on Federal and fadandW amisted opnatrmfUoll contract ment will give written notice to all lint federally &&stated construction In In eaog8/ el 0/0,000 turd ouch Paderai apprenticeship committees; the local construction occupations,consistent with SO=" fenCGrrAd Shall include the U.8. Employment Security OIDce; Loral the general welfare of the journeymen clauses, or provide for their hnatusion, chapter of the Urban.L,eaOue, Workers employed in those occupations in the in each such contract. Defense League, or other local organ,- area In which the construction Is being (1) Teo contractor agrees: zation concerned with minority em- undertaken.The provisions of this part it) That he will make a diligent effort Ployment;and the Bureau of Apprentice- . will be'adminlatered to a practicable to tile*for the performance of the con- ship and Training Representative, U S. manner,In order to avoid undue hard- tract a number of approntca or trainees. Department of Labor, for the locality. ship or unreasonable results. Training or both,In each occupation.which bears The Contractor It.not covered by a col- opportunities must be provided in con- to the average number of the journeymen lective bargaining agreement will give struction occupations Including,but not in that ooupstlon to be employed In the written notice to all the groups stated limited to:Asbestos worker,boilermaker, parloem®neo of the contract the SWIII- above except joint apprenticeship com- bricklayer, cabinetmaker-ml)lman, car- cable ratio ae determined by the eexre- mlLteea: this contractor also will notify penter. cement mason, electrician, ele- nary of Labor; all non-)ofnt apprenticeship sponsors in vator Installer,floor coverer,glazier.Iron (11) That he will Assure that 25 percent the labor market area. worker,marble polisher,millwright,op- of such apprentices or trainees In each (2) The notice will Include at least n orating engineer, painter, plasterer, occultation an In their Ant year of the contrActor'a name And address, the plumber-pipe fitter, roofer, sheet metal hmlydnq,where feasible.Pe&ad1111tY here Job site address, value of contract. ex- worker, sprinkler-litter, oteamfitter, lovvolves a oeadderetiom of (a) the Pected starting and completion dates, stonemason, terrazzo worker, and tile avaDdd!►ty of rushing opportsadtics for the estimated average number of em- setter. The Implementation 1s In con- Arai year 09Prentiees,(b)the hsgmr6DW Ployeex in each occupation to be am. Junction with the duties of the Secretary Ployed over the duration of the contract. of Labor under Rgatganlxation Plan No, nature of the work for beginning workers, and a statement of his willingness to 14 of 1000(64 Stat. 1207),providing for (c) dunes give unemployment of Applies- employ a number of apprentices and coordinating the administration and en- Ucea In their aecand and subsequent years trainees at least equal to the ragas forcement of the DRvb-Bacon Act (40 of training. established In accordance with a So S. t U.S.C. 276a-270e-7) and related-labor s6 during the performance of (3) The contractor must employ all standards legislation APPHOWS to Ped. the fantraet he will,to the greatest ex- Qualified A channels referred to hue *sal and federally Assisted construction, tent possible,employ the samisen Of AD- through normalrmal cluatinels (such an the and also the duties of the Secretary of pr*ntiau at trainees,necessary to meet Employment Service, the Joint Appren. Labor under the Copeland Act(40 U.8 C. currently the reguiremonts of subdivl- ticeship Committees and,who applica- 27gc) for making reasonable regulation® Sias (I) and (11) of this Subparagraph. ble.minority organization and N*ren. for contractors and subcontractors en- (2) The contractor Agrees to maintain tics outreach programs who have been records of employment by trade of Uic Named In the construction, prosecution, records this fusxtjor) at 1*set up to am.ple Lion,or repair of public buildings, number of apprentices and trainees.Ap- the number of,each public works or buildings or works A- prentices and trainees by first year of trainee apprenUoee and named In whole or In training. And of )cum•yen. and the required by the applicable pro- named by loans or m vision of wages paid and hours of work of such 9 SA.S. grants from the United Stake. (c) Section 0a.3 shall constitute the apprentices• trainees and Journeymen. 0 SO-5 Deers Inetlen of roils. of op conditions of each Federal or federally The oenireator agrees to make these Prepuces or lealeres to journereten. sedstod oorstrustlon ou rtswt In-sxeess Igeorili available for Inspection upon re- The Secretary of Labor has determined of 010,000. and each Fderal agsney quest of On Department of Labor and that the Applicable ratios of apprentices eoreM1011 shall include Usfe conditions the Federal agency concerned And tralneft to Journeymen in an) or- or provide foe their itshegba, In ouch (31 The contractor who claims com- eupa to n shall be as follows: il ouch contract. 8a*tiong aa4, as.0. 0a.0. paroot)canoed on the criterion stated In (A) 1n any Occupation the applicable and 5a.7 sha(1 slab be toduded-In each 0 541.4(b) &Oro" to maintain records of ratio of &PPrenticee and trainees to ouch coat~for the information of the saoloymmt.oadoacribod In lbs.3(A)(2), Journeyman Shall be equal to the pre- aOnties"or. - an sin-Federal and nonledarally as- dominant nap far Use occupation In the Q 50.2 fivAANrem. stated construction work done during the Area wheels the construction b to be performance of this eontretot in Use mesa undertaken. set forth In collective bar- As used In this part labor market area.Ito wtmotar Advice gaining agreements at other employ. (a) "Federal agency" mesro the to make those rwoordA evWllAbl3 for In- ant agreements.and avallabto through (� United t0imteo.the District of Columbia. apcoUam UPon request of Use Duparlment the))teethes kfartsger for the Bureau 0( tend OW executive department, Inds- of Isxbar and the Federal agency con- Apprenticeship and Training for the ap- fe[md. pllcable an&. Or UWWMRMLMOV of Use Visited (41 The contractor agrees to supply (b) par any occupation for which no am cups of tho written notices required such sago b found,ties ratio of apprrn-States or of the District of Columbia.in- to with 1 3a.4(c) at the rot such and sfound, b heoil*of Mull be >O1UA l any corporation all or substau- 4' of Fwaw agency oompilaace(�- determined trainees rim on meter journeymen shall be Unity All of the Stook of which Is am.TIM eeesimeeor also&grew to supply �e mini the got forth !r owned by cho United®cobs, at 0-mono intervals dm tg - In the St ot tbs ffatlonal Joint by UW District ell Columbia, or by any at"ad go conervid and utter for the ®ceupa- of go flonasafts depstrimisida.establish- men of contrut podermance s� pub- , } UMI& Me" sad t(Sbuu. � � � tovaea d t UM w1dob an itW with a. De MUD"Of lAbUt ajosmi auu of - lolistolild Uaauhdp And Tia}OtR4. Page 29 (�lDtLBIt 7-E Coutitwtild) S Ic) For any occupation for whlrh no such recomtnendatiOnd are found, the ratio of apprentices.and tralneea to lournevinoo shall be at least one oppren- uce or tralnM for *very five journey- men. 94.6 Vof■sees, ra{rraorr., w.�A rx• rmprlo". Variations,tolerances,and exemptions from any requirement of this part with respect to any contract or subcontract may be granted when such action is necessary and proper to the public Inter- eat, or to prryent lQuatics, or undue hardship. A request for a variation. tolersttoe,or exemption may be made to writing by any Interested person to the Secretary, VA. Department of Labor, Washington,D.C.30310. A So.? Eaforeeraant. (a) Each Federal agency: concerned stall Insure that the contract clauses required by 11164(a) are Inserted in every federal or federally assisted ron- etruction oontract subject thereto Fed- oral agenclea administering assistance programs for construction work for which they do not contract directly shall Promulgate regulations and procedures necessary to insure that contracts for the construction work subject to 1 8a.3(s) will contain the clauses required thereby. (b) Enforcement acttritles, including the investigation of complaints of Wo- lations, to assure compliance with the requirements Of this part, shall be the Primary duty of the Federal agency awarding the contract or providing the Federal assistance. 'Tie Department of Labor will coordinate Its efforts with the Federal agencies,as may be necessary,to 3 smure consistent enforcement of the re- quirements of this Part,Enforcement of these provisions stall be In accordance With the procedures outlined in T 6 e of Part 6 of this subtitle. Iffective date. The provisona of this part shall be applicable to every invite- tton for bids, and to every negotiation. request for proposals,or request for quo- tations, for a federal or federally sa- stated construction contract,issued after January 30,1073,and to every such con. tract entered Into of the basis of such Invitation or negotlotion. Signed at Washington, D.C. ihts 97th day of September 1971. J.D.ltonoeoe. Seeretdry al Labut. era Doe II-M00 riled 10.d-TI:Y e0 em l Page 30 G n P O Aga9 Q 1%, seetim 7.1 an t 3 (a) This hart contains the rules of practice of tine Wage Appeas lioartil cvtnblixhccl by Secretary the subject matter,of the petition.A signed"to- of lAbor's Order 3.C-6�1 (39 F.R. 188, 701). The meat of the earvice required by this section shall rules implement for recommendations of the be flied with the Wage Appeals)Board. Bonrd regon)ingtheconduct of its proceedings. SwUon 7A When to ®le. (b) 19ee Round.has jurisdiction W decide, in Requests for review of wage determination its discretion, oppeals-concerning quertiona of should be timely made. Timeliness is dependent law and fact-from decisions of the Solicitor of upon the pertinent facts and eireumstances in. Labor or of the Administrator' "ofthe Wage� ge and volved. Such facts and aircumatances include the Hour .and Public Contracts Divisions of the oontract schedule of the administering agency,the i 'Department of Labor -,with regard to the nature of the-,cork involved,its location,,and any following: other relevant factors. (1) Wage determination issued under the i Davis-Bacon Act.and its related minimum wage Section 7.5 Contents bf petitions j etntutea; (a) A petition for the review of a wage deter- (2) debarment cases arising under Part 5 of ,mination shall: (1) Be in writing and signed this subtitle;- by the petitioner or his counsel (or other author- (3) controversies concerning the payment of -ized representative)_; (2) be deecribed as a peti- !1 prpvailing wage rates or proper classifications lion 4or review by the Wage Appeals Board; (1) identity clearly the wage determination, location which involve significant sums of money, large of the project or projects in question,.and the groups of employees, or novel or unusual situa- i tions;:and agency concerned; (4)trluto that the pet itioner line 4) recommendations of a Federal agency requested the Solicitor to modify or othorwke ( ge Y for change the wage determination in question,antl de- Appropriate adjustment of liquidated damages scribe briefly the action Taken by the Solicitor; which are assessed under the Contract Work (b) -contain d short.and plain statement on the' I fours Standards Act. grounds for'r•evieiv; and (8)•be accompanied by I:"J F.R.'19004,June 24.c0a4,as amended at ae F.R.8446. supporting data, views, or. nrgurnenta .ratio T•1008i - •••• (b) A petition shall indicate whether or not (e} In considering the matters within the'seo the petitioner consents to the disposition,of the g Po questions involved by' n single member of the (if-its jurisdiction,the Wage Appeals Board shall Board. ;wt-as the authorized r•eliresentative of the Secre- tary of Labor. Tiro Board shall not as fully and Section 7.6 Filing of wage determination rec- ;.� finally as might the Secretary of Labor concerning ord by.the Solicitor. such matters. When the Solicitor receives a copy,of,a petition 'seeking review of it wage determination, he shall Section,72 •Who may file petitions for review. forthwith file with the Wage Appeals Board the {a) .toy interested person who is seeking a record relating to the making of the wage deter- mination, or portion thereof in question. In;hie modificntion or other ohamge in a wage deterniinu- discretion or at the request of the Ronal,. the lion of the Solicitor-.wider the.Davis-Bacon Act Solicitor shall in addition file with the Board n or,ln rehired acts (nr related decision under 1.3 statement setting-forth his views.concerning Ally ` (c) of this subtitle), and who has requested the findings challenged in the petition. :.. ,. Solicitor to make such a modification or other change,may file u petition for review o!the action Section 7.7 Presentations of other interested i liken by i he Solicitor: persona, fill For purpose of this section,the terra"inter Interested v-st,od person" is considered to include, without persons por than the petit submit to tioner shall limitation: (1) Any contractor,or an association have a reasonable opportunity to he representing a•contractor,who is likely to seek or . Board written data; views,or Arguments relating to work under conta•act contaiuiug a particular- to the petition. Such matter should be filed witn wage determination, or any laborer or mechanic, the Wage Appeals Board, United States Depatt- or any labor organization which represents a ment of Labor,Washington,D.C.20210, What is laborer or mechanic, who is likely to be employed a reasonable opportunity is dependent upop tl,e or to seek employment wider a contract oontsining facts and eirrumstnnces of each case,spelt as •lie a particular wage determination, and (2) any contract schedule of the Agency involved,the •m Federal,State,or local agency concerned with the ture of the work involved, and its location. administration of n proposed contract or a con'- by file Wage Appeals tract containing a particular wage determination Section 7.8 Disposition rued pursuant to file Davis-Bacon Act or any of Board. its related etatutes. (a) Whcn the Wage Appeals Board in its dis- ISlection .7.3 Where to file. cretion reviews a wage determination,it shall dis- pose of the case upon the basis of all relevant mat- The original (and four copies) of file petition ter contained in the entire record before it. The shall be tiled with rile Wage Appeals Board, Board shall notify all interested persons parti- United States Dolrttrtment of Labor,Washington, oipating in the proceeding of its decision. T).C.2(M110.In ndditim,,copinyof the lretitimr shall fill The Board may decline rttvisw of any case serv ed ved parsonilly*or by mail upon oath.of the whenever in its judgement a review world be in- following: (a)The Federal,State;or local agency appropriate or becauto of in& of timeliness, the involved,as.the caw,runy be; (b).the Solicitor of noturo of the relief sought, or other reasons. Labor,United States 1lopartment of Labor,Wash- ington,D.C.2021o,and (c) any other person (or the authorised representatives of such persons) known ar reaenoably e:peowd to be iutermstod in Page 31 Section 7.9 Review of debarment and liqui- Section 7.11 Hight to counsel. dated damages proceedings. Each inwro-1 porn or parry Tall huvo 11.1 right,to appear uk or by or with couni id ur (n) In any procerdingo held tinder 6.8(c),5.0 other qualified ropre�unt,itive in wry pruce"11mg` (d), or 6.9(b), of thin subtitle for review of de- before the Hound. liarment (including n,movsl from debarment) cases and liquidated damages uses„any party may Section 7.12 Intervention. file with the Wage Appeals Board,within a rea For good cause sbo%%n,the Wage Appuuls Board sonable time after the deoision by the Solicitor of may permit nny intemite4l person or party ui ui Labor or the Administrator of the Wage and Hour tervene in any proceeding held by the Board. A and Public Contracts Divisions. of the Depart- petition to ioeen eau shall be in writing,and shall ment of Labor,as the case may be,a petition for state with procision and particularity: (a) Thu review. petitioner's relatiou,lip to the matters involved in (b) The petition shall strata concisely the points the proceedings,;u,d (1)) the nature of the preson- relied upon,and shall be accompanied by a state- ment setting forth supporting reasons, Further, ration which he would make. the petition shall indicate whether.or not the pe- Section 7.13 Con:olidationa titioner consents to the disposition of the questions involved by a single member. Upon its own initiative or upon motion of ;.ny (c) A copy of the presentation shall be served intereracd person or party,thu Board may consoli- personally or by mail upon the Solicitor of Labor date in -any proceeding or concurrently con.ider or the Administrator of the Wage and Hour and two or mope aplac:als which involve suhstrintially Public Contracts Divisions of the Department of the same pesetas or parties,or issues which arc the Labor,as the case may be.Upon receipt of such a same or closely reLaied,if it finds than such consoli- dation or coiwurn•nt view will contribute to a transmit to the Board the record of proceedings. proper dispatch of !is business and to the curia of (d) In his discretion or at the request of the justice,and it as ill lot unduly delay consideration Board the Solicitor of Labor or the Administrator of any such appeals. of the Wage and Hour and Public Contracts Di- Section 7.14 Oral proceedings. visions of the Department of Labor, as the case may be,shall file with the Board an expression of (a) With rospa t to any proceeding lx!forr it, his views concerning the points raiser] in the yeti- the Board may upua its own initiative or upon the Lion. When the Wage Appeals Board in its dis- request of any interested person or party dit•ect cretion reviews a decision of the Solicitor or the the interested per.—ris or parties t„ ;appenr before• Administrator it shall pass upon the points raised the Board or its designee at a specified time and in the petition upon the basis of the entire ter:ord place in order to simplify the issues presenied or to' before it,and shall notify the parties to the pro- talte up any other matters which may tend to ceedingof itadecision. oxpodii.o or otherwise facilitate the disposition of f29 F.R.800tf,June 24.IWA,as amended at M F.R.844y the proceelizig. June 7,1pssl (b) 1n its disc•rct ion,the Board,or a bingle pre-` siding mannrer, ma v permit oral m-gument in.a.iy Section 7.10 Review of decisions of the Solici- proceeding Thu !Board, or the presiding ment- tor of Labor other than those in wage gmer, shall prescribe the time rand place for determination and debarment proceedings. such', argument. (a) The Wage Appeaks Board may review in its (c) In its discretion the Board may remand ai:y discretion, decisions of the Solicitor relating to case to the Solicitor of Labor or to the Adminis•;i controversies concerning the payment of prevail- trs,tor of the Waite and Hour and Public Con-4j ing wage rates or proper classifications which in- trsots Divisions of the Department of Labor, as volve significant,sums of moiiey, large groups of appropriate, for further proceedings. employees, or novel or unusual'situations which arise under the Davis-Macon Act and its reluted (28 F.R Boos• ""''24, 1964,as emended at Js F.R 8448, June 7,tsall acts and the rules published ilk Parts 1,3,and of this subtitle,but which do not arise in proceedings Section 7.15 Public Information. reviewable under§§7.8 and 7.9 of this part. Thu (a) Subject to the provi.ions of§§1.15,5.6(a) procedures for such review shall bo tho:w specified (3),and 1PA(e)(i) of this subtitle,all papers and in the remaining paragraphs of this section or any documents made a liars of the official record in the other appropriate proccrlir0 up0tr adequate notice proceedings of the Bonid and decisions of the tothointerestedla•rsonyoi parties. hoard shall be ivado availubin for public inspar- (h) [Wisions of the Solicitor rendered under tion during usnnt business hours rat the oflbro of the §5.11(b)of tliis subtitle shall ba ruviowablo in t he Board in NVa,,hoagion,11.C. mannerpraiw;ribx�d in§7.0 of this part. (b) 1 ac:.umailo,opiev of vuch pnlaet•s docunrenrs, (c) Interested port:nnx or parties may rrvkuo,i and derisions shall Ike hirnished upon nvgm'.,t review by the Board of any decision of the Sohci Thorn shall bo a chnrge of 25 cents for each far ter rendered under§5.A(o)(1)(ii) or§5.12 of this simile page reurc,luction except for copies of mot subtitle which meets the standards prescribed in tarials duplicated for distribution for no charge as paragraph(a)of,this section.The decisions of the provided in paragraph(c).Postal fees in axes"of Solicitor shall bo neviewable in the manner pr•e domestic first class postal rates asere necessary for scribed in §7.0 of this part,except that, in addi ttsnamittal of copies will be added to the pot•-page tion to the requirements therein stated,the petition fee spc,iAed unleaq stamps or stamped envelopes for review shall set forth facts showing that the are fur•nshed with fire request. question or questions pret;ented concern the pay- (c) No charge need be made for furnishing: ment of prevailing wage rates or proper clitmihen- (1) Unauthenticated copies of any rules, regula- tions which involve significant suing of monev, tions,or decisions of general import, (2) copies to large groups of employees, or novel or unusual agencies which twill aid in the administration of situations. the Davis-Baron Act and related acts, (8) copies lap P.S.blobs.June 24,M4,as amended at as V.a.&W, to contractor associations aid labor organixali�ns Jaae7,bowl for general disseminaci n of the information um tainsd therein, and (4) only occasionally un•tu thenticatod copies of papery and documents twee.001.66 scat.200.a U.S.C.140) page 3? (EXHIBIT 9) SUPPLEMENTARY CONDITIONS OF ;THE CONTRACT FOR CONSTRUCTION ARTICLE 1, - .LABOR STANDARDS (MUST BE' INCLUDED IN 'CONTRACT AGREEMENT) . A. (1) All Mechanics and laborers employed. in the construction 6f project shall - be paid unconditionally. and noL less often than once a week, and without subsequent deduction or rebate .on any account, except . such payroll deductions 'as are permitted by .Regulations of. the. Secretary of Labor, Part 3- ( 29 CFR .3) , the full amounts due at the' time..of payment conlput_Od i.it wage rates not less than those contained in the applicable wage determination decision of the Secretary of Labor ,. regardless of any contractual relationship which-may be-alleged to exist between the contractor and such laborers and mechanics; 'and the applicable wage determination decision. shall be posh_,d Ley HIL', Contractor 'at the site of the work in, a- prominent place where it can be easily seen by the workers . F-or the purpose of this clause, contributions made or costs .reasonab.ly anticipated under ;r, section 1 (b) (2) of the Davis-Bacon Act on behalf: of laborers or mechanics are considered wages paid to such laborers or , mechanics, subject to 29 CFR 5 .5 (a) (l) ( iv) ,, which provides substantially as follows : The contractor may consider as part. of- L-,Tie zt3es cat ally. ,-� laborer or mechanic the. amount of anticipated in providing benefits under a- plan or program described . in section 1 (b) (2) (B) of the Davis-Bacon Act., or anybona- fide fringe benefits not, expressly listed in section 1 (b) (2). of the Davis'-Bacon Act o. otherwise not listed in the applicable wage determination decision ; only r� when the Secretary o-f Labor has found,- upon the written request -of the contractor, that thq� a.pplicable standards of the Davis-Bacon Act� have been met . Whenever' practicable, the -contractor, should request the Secretary of Labor -to make such findings before the making of the contract. In the case of unfunded plans and promgrams , the Secretary of Labor may require the contractor Lo set asido in ,i f separate account assets for the meetipg of obligations under the. plan or program. Also for the purp0'3t'. of this clause , UOL.111.1,1Y contributions mule or costs incurred for more than a weekly pori.od under pLan� , �* funds , or programs, but covering the part..icular weekly period , are deemod to be constructively made or incurred during such weekly period . (2) Whenever the minimuin wage rate prescribed in the applicable wage determination decision for a class of laborers or mechanics includes a fringe benefit which is not expressed as an hourly wage rate and the contractor is obligated to pay the cash equivalent of such a fringe benefit , if the interested parties cannot agree upon the cash equip ..i.lent , the question, shall be referred to the .Secretary of Labor for determination . Page 33 ( 3) The term "applicable wage determinati-on decision" as used herein means the unexpired w,ige decis_ioii, Ln effect--* at the time construction starts , specifying the wa(je rates pre- vailing in the locality in which the: work is to be performed for the corresponding classes of laborers and mechanics employed on construction of a similar character, as determined by the Secretary of Labor in accordance with the Davis-Bacon Act, as amended (40 U.S.C. 276a-276a-5) , includinq effective changes in the decision. Wacle ciccisioii c}�;Znci�� � , SLIC-h ,is modifications and supersedeas decisions , shall be ' effectivo unless, prior to their issuance by the Secretary of Labor , construction of the project has been started. (4) Any class ' of laborers 'or mechanics which is not listed in the wage determination and which is to be employed under the contract shall be classified or reclassified comformably to the wage determination, and a report of the action taken shall he sent by City to the Secretary of Labor. . In the event- the interested parties cannot agree on the proper classification or reclass- ification of a particular class 'of laborers or mechanics to be used, the question. 13. (1) Payrolls and basic records relatin�j thc_reLo ;la;il.1 be during the course of the work a nd prescrkyed. fora porio'i c� ' three years thereafter for all laborers and mechanics employed in the construction of the project. The payrolls shall contain the name, address and Social . security nuniber of each such employee, his correct classification ( including the wage-rate step of each apprentice) , rates of pay ( .including rates of contributions or costs anticipated of the types described in section 1 (b) (2) of the Davis-Bacon Act) , daily and weekly number of hours worked, gross wages earned, deductions made and actual wages paid, Whenever the Secretary of Labor has found under 29 CFR _5. 5 (a) (1) ( iv) that the wages of any laborer or mechanic include the amount of any costs reasonably ant- icipated in providing benefits under a plan or program described in section 1 (b) (2) (B) of the Davis-Bacon Act, the contractor shall maintain records which show that the conunit- ment to provide such benefits in enforceable, that the plan or program is financially responsible, and that the plan or program has been communicated in writing to the laborers or. mechanics affected, and records which show the costs anticipated or the actual cost incurred in providing such benefits. (2) A laborer or mechanic who perCorms work .on t_Ho projoct in mono than on*e classification within the same wot-kweok shall be classified and paid at the Highest wage rate applicable to and• of the work which he performs unless the following requirements are met : Page 34 $ 'r• 1 r (a) Accurate daily time records shall be maintained. These records must show the time worked in each classification and the rate of pay for each classification, and must be signed by the workman, (b) The payroll shall show the hours worked in each classifid cation and the wage rate paid for each classification. (c) The payroll shall be signed by the workman, or a sinned copy of the daily time records shall be attached thereto. (3) (a) A copy of all payrolls, including those of all sub- contractors, shall be submitted weekly to the City by the prime contractor. The copy of each payroll shall be accompanied by a "Weekly Statement of Compliance" in the form specified in Regulations of the Secretary of Labor, Part 3 (29 CFR Part 3) . The statement shall be executed by the employer (owner, partner or corporate officer) or. , if a copy of a current letter of authorization signed by the employer is furnished to the City, the stateniont may be signed by the employee authorized in said tefter to supervise the payment of the employees. In add i.t.i on, each payroll of a subcontractor shall be accompanied by a certificate of the prime contractor, certifying that he or his authorized assistant has examined the payroll and found no evidence of violation of contract provisions relating to labor. (b) A copy of any finding by the Secretary of Labor under 29 CFR 5, 5 (a) (1) (iv) shall be furnished to the City by the contractor with the first payroll submitted following receipt of the finding, (4) The contractor and all subcontractors shall make Lho re-cords required under the labor standards clauses of the contract available for inspection by authorized representatives of the City and the Department of Labor, and shall permit such representatives to interview employees during working hours on the job. The subcontractors shall also make such records available to, and permit such interviews by, authorized representatives of the contractor. C. Apprentices will be permitted to work as such only when they are r®gistered, individually, under a bona fide apprenticeship program registered with a state apprenticeship agency which is recognized by the Bureau of Apprenticeship and Training, united States Depart- ment of Labor; or, if no such recognized agency exists in a state, under a program registered with the Bureau of Apprenticeship and Training, united States Department of Labor. The allowable ratio of apprentices to journeymen in any craft classification shall not be gr'eater than the ratio permitted to the contractor as to his entire work force under the registered program. Page 35 i Any employee listed on a payroll at an appreiit-ice wago rite , w1io is not registered as above, shall be paid the wage rate determined by the Secretary of Labor for the classification of work he actually performed . The contractor shall furnish to the City written evidence of the required registration of his program and apprt-nit.icos and Lhose. cal: subcontractors, the approved ratios of apprentices to journeymen, and the approved apprentice wage rates for the area of construction , prior to the use of the apprentices on the contract work. D. The contractor, his subcontractors and any lower tier subcontractors, shall insert conditions A through E hereof in any subcontracts ilito which they may enter. The contractor shall not thereby be relieved of responsibility for compliance with the aforesaid conditions. E. . (1) in the event of failure of the contractor or any subcontractor to comply with the foregoing conditions, the owner may with- hold from the contractor any payment of advances payable to the contractor until the contractor establishes , to the satis- faction of the City, that the violations of the aforesaid conditions no longer exist. (2) A breach of the foregoing conditions may be grounds for termination of the contract, and for debarment as provided in 29 CFR 5 . 6 and 24 CFR 200.190 - 200.195 . • ARTICLE 2 - EQUAL EMPLOYMENT OPPORTUNITY During the performance of this contract, the contractor. agrees as follows: A. The contractor will not discriminate against any employee or applicant for employment because of race, religion, color , or national origin. The contractor will take affirmative action to ensure that applicants are employed, and that employees, are treated during employment without regard to their race, religion, color or national origin. Such action shall include, but not be limited to the following: Employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The contractor agrees to post in conspicuous place,available to employees and • applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause . E. The contractor will, in all solicitations or advertisements for employees placed by or on behalf of the contractor, state that all qualified applicants will receive consideration for employment without regard to race, religion, color, or national origin. Page 36 • C. The contractor will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding , a notico to bc: provided advising the said labor union or workers' representaLives ci the contractor ' s commitments hereunder, and shall lost copies of the notice in conspicuous places available to employees and applicants for employment. D. The contractor will comply with all provisions of Executive Order 11246 of September 24 , 1965 , and of the rules, regulations, and relevant orders of the Secretary of Labor. E. The contractor will furnish all information and reports required by Executive Order 11246 of September 24 , 1965, and by rules, • regulations , and orders of the. Secretary of Labor, or pursuant thereto, and will permit access to its books, records, .and accounts by the City and the Secretary of Labor 1'01- k,l investigation to ascertain compliance with such rules, reclulati011s, and orders. • F. In the event of the contractor ' s noncompliance with the nondiscrimina- tion clauses of this contract or with any of the said rules , regulations, or orders, this contract may be canceled , terminated or suspended in whole or in part and the contractor may be declared ineligible for further government contracts or federally assisted construction contracts in accordance with procedures authorized • in Executive Order 11246 of September 24 , 1965 , and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24 , 1965 , or by rule., regulations, or order of the Secretary of Labor, or as otherwise provided by law. G. The contractor will include the portion of the sentence immediately preceding paragraph A and the provisions of paragraphs A through G in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to section 204 of Executive Order 11246 of September 24 , 1965, so that such provisions will be binding upon each subcontractor or vendor. • H. The contractor will not discriminate against any employee or applicant for employment because of sex. I , The handicapped are included in the requirements of the Davis/Bacon Act . J. The Department of Industrial Relations requires that all aliens used on any project must acrry an. alien work card which will be shown to the Inspector on the project . Page 37 . • i SUPPLEMENTARY CONDITIONS SECTION IX • Sec . 60-4 .1 Scope and application. 60-4 .2 Solicitations . 60-4 .3 Equal opportunity ciauses . 60-4 .4 Affirmative action requirements . 60-4 . 5 Hometown plans . 60-4 .6 Goals and timetables . 60-4 . 7 Effect on other regulations . 60-4 .8 Show cause notice . 60-4 . 9 Incorporation by operation of the Order. AUTHORITY: Secs . 201 , 202 , 205 , 211 , 301 , 302 , and 303 , of E.O. 11246, as amened 30 FR 12319; r 32FR 14303 . 38 60-4 . 1 Scope and application. This part applies to all contractors and subcontractors which hold any Federal- or federally assisted construction contract in excess of $10, 000. The regulations in this part are applicable to all of a construction contractor's or subcontractors° s construction contractor' s or subcontractor's construction employees who are engaged in on site construction including those construction employees who work on a non-Federal or non-federally assisted construction site. This part also establishes. procedures which all Federal contracting officers and all applicants, as applicable, shall follow in soliciting for and awarding Federal or federally assisted construction contracts. Procedures also are established which administer- ing agencies shall follow in making any grant, contract, leau, insurance or guarantee involving federally assisted construc- tion which is not exempt from the requirements of Executive Order 11246, as amended. in addition, this part applies to construction work performed by construction contractors and subcontractors for Federal non-construction contractors and subcontractors if the con- struction work is necessary in whole or in part to the per- formance of a non-construction contract or subcontract. Section 60-4 .2 Solicitations. (a) All Federal contracting officers and all applicants shall include the notice set forth in paragraph (d) of this section and the Standard Federal Equal Employment Opportunity Construction Contract Specifications set forth in Section 60-4 . 3 this next in all solicitations for offers and bids on all Fed- eral and federally assisted construction contracts or subcon- tracts to be performed in geographical areas designated by the Director pursuant to Section 60-4 .8 of this part. Admin- istering agencies shall require the inclusion of the notice set forth in paragraph (d) of this section and the specifica- tions set forth in Section 60-403 of this part as a condition of any grant, contract, subcontract, loan insurance or guaran- tee involving federally assisted construction covered by this part 60-6. (b) All non-construction contractors covered by Executive Order 11246 and the implementing regulations shall include the notice in paragraph (d) of this section in all construc- tion agreements which are necessary in whole or in part to the performance of the covered nonconstruction contracto (c) Contracting officers, applicants and nonconstruction contractors shall give written notice to the Director within 10 working days of award of a contract subject to these pro- visions. The notification shall include the name, address, and telephone number of the contractor; employer identifica- tion number; dollar amount of the contract, estimated start- ing and completion dates of the contract; the contract num- ber; and geographical area to which the contract is to be performed. 39 (d) The following notice shall be included in and shall be a part of all solicitations for offers and bids on all Federal and federally assisted construction contracts or subcontracts in excess of $10,000 to be performed in geographical areas designated by the Director pursuant to Section 60-4. 6 of this part (see 41 CFR 60-4 .2 (a) . Notice of Requirement for Affirmative Action to Ensure Equal Employment Opportunity (Executive Order 11246) 1 . The offeror' s or bidder ' s attention is called to the Equal Opportunity Clause" and the "Standard Federal Equal Employ- ment Opportunity Construction Contract Specification" set forth herein. 2. The goals and timetables for minority and female participa- tion, expressed to percentage terms for the Contractor' s agregate •workforce in each trade on all construction work in the covered area are as follows: These goals are applicable to all the Contractor's con- struction work (whether or not it is Federal or federally assisted) performed in the covered area. The Contractor' s compliance with the Executive Order and the regulations in 41 CFR Part 60-4 shall be based on its imple- mentation of the Equal Opportunity Clause, specific affir- mative action obligations required by the specifications set forth in 41 CFR 60-4 . 3 (a) and its efforts to meet the goals established for the geographical area where the contract resulting from this solicitation is to be performed. The hours of minoirty and female employment and training must be substantially uniform throughout the length of the con- tract, and in each trade, and the contractor shall make a good faith effort to 'employ minorities and women evenly on each of its projects. The transfer of minorities or female employees or trainees from Contractor to Contractor or from project to project for the sole purpose of meeting the contractor 's goals shall be a violation of the contract, the Executive. Order and the regulations in 41 CFR Part 60-4 . Compliance with the goals will be measured against the total work hours performed. 3. The Contractor shall provide written notification to the Director of the Office of Federal Contract Compliance S Programs within 10 working days of award of any construction subcontract in excess of $10, 000 at any tier for construction work under the contract resulting from this solicitation. The Notification shall list the name, address and telephone number of the subcontractor; employer identification number; estimated dollar amount of the subcontract; estimated starting and completion dates of the sucontract; and the geographical area in which the contract is to be performed. 40 • 4. As used in this notice, and in the contract resulting from this solicitation, the "covered area" is State of California, County of Orange , City of Huntington Beach. Section 60-=4 . 3 Equal Opportunity Clauses (a) The equal opportunity clause published at 41 CFR 60-1.4 (a) of this chapter is required to be included in, and is part of all nonexwmpt ]Federal contracts, including construction contracts and subcontracts. The equal oppor- tunity clause published at 41 CFR 60-1. 4 (b) is required to be included in and is a part of all nonexempt federally assisted construction contracts and subcontracts. In addition to the clauses decribed above, all federal con- tracting officers, all applicants and all nonconstruction contractors, as applicable, shall include the specifica- tions set forth to this section in all federal and federal- ly assisted construction contracts in excess of $10 ,000 to be performed in geographical areas designated by the Director pursuant to Section 60-4 . 6 of this part and in construction subcontracts in excess of $10,000 necessary to whole or in part to the performance of nonconstruction federal contracts and subcontracts covered under the Executive Order. Standard Federal Equal Employment Opportunity Construction Contract Specifications (Executive Order 11246) lo . As used in these specifications : ao "Covered area" means the geographical area described in the solicitation from which this contract resulted. bo "Director" means Director, Office of Federal Contract Compliance Programs, United States Department of Labor, or any person to whom the Director delegates authority; Ca "Employer identification number" means the Federal Social Security number used on the Employer' s Quarterly Federal Tax Return, U.S. Treasury Department Form 961. do "Minority" includes: (1) Black (.all persons having origins in any of the Black African racial groups not of Hispanic origin) ; (11) Hispanic (all persons of Mexican,. Puerto Rican, Cuban, rentral or South American or other Spanish Culture or origin regrardless of race) ; (111) Asian and Pacific Islander (all persons having 41 origins in any of the original peoples of the Far East, Southeast Asia, the Indian Subcontinent or the Pacific Islands) ; and (IV) American Indian or Alaskan Native (all, persons having origins in any of the original people's of North American and maintaining identifiable tribal affiliations through membership and participation or community identifi- cation) . 2. Whenever the contractor of any subcontractor at any tier, subcontracts a potion of the work involving any construc- tion trade, it shall physically include in each subcontract in excess of $10,000 the provisions of these' specifications and the Notice which contains the applicable goals for • minority and female participation and which is set forth in the solicitations from which this contract resulted. 3. If the Contractor is participating (pursuant to 41 CFR 60-4 . 5) in a Hometown Plan approved by the U.S. Department of Labor in the covered area wither individually or through an assoc- iation, its affirmative action obligations on all work in the Plan area (including goals and timetables) shall be in accordance with that Plan for those trades which have unions participating in the Plan. Contractor must be able to demo- strate their participation in and compliance with the pro- visions of any such Hometown Plan. Each contractor or sub- contractor participating in an approved plan is individually required to comply with its obligations under the EEO clause, and to make a good faith effort to achieve the plan goals and timetables. 4. The contractor shall implement the specific affirmative • action standards provided in paragraphs 7a through n of these specifications. The goals set forth in the solicia- tations from which this contract resulted are expressed as percentages of the total hours of employment and training of minority and female utilization the contractor should rea- sonably be able to achieve in each construction trade in ! which it has employees in the covered area. ;The contractor is expected to make substantially uniform progress toward its goals in each craft during the period specified. i 5. Neither the provisions of any collective bargaining agree- ment, nor the failure by a union with whom the contractor ! has a collective bargaining agreement, to refer either minorities or women shall excuse the contractor' s obliga- tions under these specifications. Executive Order 11246 or the regulations promulgated pursuant thereto. 6. In order for the nonworking training hours of apprentices and trainees to be counted in meeting the goals, such appren- tices and trainees must be employed by the contractor during the training period and the Contractor must have made a com- mitment to employ the apprentices and trainers at the comple- tion of their training, subject to the availability of employ- 42 meet opportunities. Trainees must be trained pursuant to training programs approved by the U.S. Department of Labor. 7. The contractor shall take specific affirmative actions to ensure equal employment opportunity. The evaluation of the contractor' s compliance with these specifications shall be based upon its effort to achieve maximum results from its actions. The contractor shall document these efforts fully, and shall inplement affirmative action steps at least as extensive as the following: (a) Ensure and maintain a working environment free of harassment, intimidation, and coercion at all sites and in all facilities at which the contractor' s employees are as- signed to work. The contractor, where possible, will assign two or more women to each construction project. The Con- tractor shall specifically ensure that all foremen, super- intendents and other on-site supervisory personnel are aware of and carry out a working environment with specific atten- tion to minority or female individuals working at such sites or in such facilities. (b) Establish and maintain a current list of minority and female recruitment sources, provide written notification to minority and female recruitment sources and to community organizations when the contractor or its unions have employ- ment opportunities available, and maintain a record of the organizations ' responses. . (c) Maintain a current file of the names, addresses, and telephone numbers of each minority and female off-the-street applicant and minority or female referral from a union, a recruitment source or community organization and of what action was taken with respect to each such individual. If such individual was sent to the union hiring hall for re- ferred back to the contractor by the union or, if referred, not employed by the contractor, this shall be documented in the file with the reason therefore, along with whatever addi- tional actions the contractor may have taken. (d) Provide immediate written notification to the Director when the union or unions with which the contractor has a collective bargaining agreement has not referred to the contractor' s minority person or woman sent by the contrac- tor, or when the contractor has other information that the union referral process has impeded the contractor's efforts to meet its obligation. (e) Develop on the job training opportunities and/or parti- cipate in training programs for the area which expressly includes minorities and women, including upgrading programs and apprenticeship and trainee programs relevant to the con- tractor 's employment needs, especially those programs funded or approved by the Department of Labor. The contractor shall provide notice of these programs to the sources compiled under 7b above. 43 (f) Disseminate the contractor' s EEO policy by providing notice of the policy to unions and training programs and requesting their cooperation in assisting the contractor in meeting its EEO obligations; by including it in any • policy manual and collective bargaining agreements by publicizing it in the company newspaper annual report, etc. , by specific review of the policy with all management personnel and with all minority and female employees at least once a year; and by posting the company EEO policy on bulleting boards accessible to all employees at each • location where construction work is performed. (g) Review at least annually the company' s EEO policy and affirmative action obligations under these specifica- tions with all employees having any responsibility for hiring , • assignment, layoff, termination or other employment decisions including specific review of these itmes with onsite super- visory personnel such as superintendents, General Foreman, etc. , prior to the initiation of construction work at any job site. A written record shall be made and maintained identifying the time and place of these meetings, persons attending, sub- ject matter discussed, and disposition of the subject matter. (h) Disseminate the contractor' s EEO Policy externally by including it in any advertising in the news media, specifi- cally including minority and female news media and providing written notification to and discussing the Contractor' s EEO • policy with other contractors and subcontractors with whom the contractor does or anticipate doing business. (1) Direct its recruitment efforts, both oral and written to minority female and community organizations to schools with minority and female students and to minority and female • recruitment and training organizations serving the contrac- tors recruitment area and employment needs. Not later than one month prior to the date for the acceptance of applica- tions for apprenticeship of other training by any recruitment source. The contractor shall send written notification to organizations such as the above, describing the openings, screen- ing procedures, and tests to be used in the selection process. (j ) Encourage present minority and female employees to re- �cruit other minority persons and women and, where reasonable, provide after school, summer and vacation employment to mino- rity and female youth both on the site and in other areas of • a contractor 's workforce. W Validate all tests and other selection requirements where there is an obligation to do so under 41 CFR Part 60-3 . (1) Conduct at least annually, an inventory and evaluation at least of all minority and female personnel for promotion- al opportunities and encourage these employees to seek or to 44 • prepare for through appropriate training, etc. , such opportunities . (m) Ensure that seniority apprentices, job classifica- tions work assignment and other personnel practices, do . not have a discriminatory effect by continally monitoring all personnel and employment related activities to ensure that the EEO policy and the contractor' s obligations under these specifications are being carried out. (n) Ensure that all facilities and company activities are nonsegregated except that separate in single user toilet and necessary changing facilities shall be provided to ensure privacy between the sexes. (o) Document and maintain a record of all solicitations of offers for subcontractors from minority and female construc- tion contractors and suppliers, including circulation of solicitations to minority and female contractor associations and other business associations . (p) Conduct a review, at least annually of all supervisors adherence to and performance under the Contractor' s EEO po�.icies and affirmative action obligations. 8. Contractors are encouraged to participate in voluntary associations which assist in fulfilling one or more of their affirmative action obligations (7a through p) a The efforts of a contractor association, joint contractor-union, con- tractor-community, or other similar group of which the con- tractor is a member and participant, may be asserted as fulfilling any one or more of its obligations under 7a through p of these specifications provided that the contrac- tor actively participates in the group, makes every effort to assure that the group has a positive impact on the employ- ment of minority and women in the industry, ensures that the conctete benefits of the program are rejected in the contractor' s minority and female workforce participation makes a good faith effort to meet its individual goals and timetables and can provide acess to documentation which demonstrates the effectiveness of actions taken on behalf of the contractor. The obligation to comply, however, is the Contractor' s and failure of such a group to fulfill an obligation shall not be a defence for the contractor' s non- compliance. 90 A. single goal for minorities and a separate single goal for women have been established. The contractor, however, is required to provide equal employment opportunity and to take affirmative action for all minority groups, both male and female and all women both minority and non-minority. Con- sequently, the contractor may be in violation of the Execu- tive Order if a particular group is employed in a substan- tially disparate manner (for example; even though the Con- tractor has achieved its goals for women generally, the 45 contractor may in violation of the Executive Order if a specific minority group of women is underutilized. • 10. The contractor shall not use the goals and timetables or affirmative action standards to discriminate against any person because of race, color, religion, sex, or national origin. 11. The contractor_ .shall -_Rot enter into and subcontract with • any person or firm debarrred from Government contracts pursu- ant to Executive Order 11246. 12. The contractor shall carry out such sanctions and penalties for violation of these specifications and of the Equal Oppor- tunity Clause, including suspension termination and cancel- lation of existing subcontracts as may be imposed or ordered pursuant to Executive Order 11246 as amended, and its imple- mentating regulations , by the Office of Federal Contract Compliance Programs. Any contractor who fails to carry out each sanctions and penalties shall be in violation of these specifications and Executive Order 11246 as amended. • 13. The contractor, in fulfilling its obligations under these. specifications, shall implement specific affirmative action steps, at least as extensive as these standards prescribed in paragraph 7 of these specifications so as to achieve maximum results from its efforts to ensure equal employment • opportunity. If the contractor fails to comply with the requirements of the Executive Order, the implementing re- gulations or these specifications, the Director shall pro- ceed in accordance with 41 CFR 60-4 .8 . 14. The contractor shall designate a responsible official to • monitor all employment related activity to ensure that the company EEO policy is being carried out to submit reports relating to the provisions hereof as may be required by the Government and to keep records. Records shall at least include for each employee the name, address, telephone numbers, construction trade, union affilation, if any em- ployee identification number when assigned social security number, race, sex, status (e.g. mechanic apprentice, trainee, helper, or laborer) , dates of changes in status, hours worked per week in the indicated trade, rate of pay, and locations at which the work was performed. Records shall be maintained in an easily understandable and retrieveable form; however, to the degree that existing records satisfy this requirement, contractors shall not be required to maintain separate records. 15. Nothing herein provided shall be construed as a limitation upon the application of other laws which establish different standards of compliance or upon the application of require- ments for the hiring of local or other area residents (e.g. those under the Public Works Employment Act of 1977 and the Community Development Block Grant Program) . • 46 (b) The notice set forth in 41 CFR 60-4 . 2 and the specifi- cations set forth in 41 CFR 60-4 . 3 replace the New Form for Federal Equal Employment Opportunity Bid Conditions for Federal and Federally Assistance Construction published at 41 FR 32482 and commonly known as the Model Federal EEO Bid Conditions, and the New Form shall not be used after the regulations in 41 CFR Part 60-4 become effective. Section 60-4 .4 Affirmative Action Requirements. (a) To implement the affirmative action requirements of Executive Order 11246 in the construction industry, the Office of Federal Contract Compliance Programs previously has approved affirmative action programs commonly referred to as "Hometown Plans, " has promulgated affirmative action plans referred to as "Imposed Plans" and has approved "Special Bid Conditions" for high impact projects construc- ted in area not covered by a Hometown or an Imposed Plan. All solicitations for construction contracts made after the effective date of the regulations in this part shall include the notice specified in Section 4 . 2 of this part and the specifications in Section 60-4 . 3 of this part in lieu of the Hometown and Imposed Plans including the Philadelphia Plans and Special Bid Conditions. Until the Director has issued an order pursuant to Section 60-4 . 6 of this part establishing goals and timetables for minori- ties in the appropriate geographical areas or for a project covered by Special Bid Conditions, the goals and timetables for minorities to be inserted in the Notice require by 41 CFR 60-4 . 2 shall be goals and timetables contained in the Hometwon Plan, Imposed Plan or Special Bid Conditions pre- sently covering the respective geographical area or project involved. (b) Signatories to a Hometwon Plan (including heavy highway affirmative action plans) shall have 45 days from the effec- tive date of the regulations in this part to submit under such a Plan (for the Director' s approval) goals and time- tables for women and to include female representation on the Hometown Plan Administrative Committee. Such goals for female representation shall be at least as high as the goals established for female representation in the Notice issued pursuant to 41 CFR 60-4 . 6 . Failure of the signator- ies, within the 45 day period, to include female representation and to submit goals for women or a new plan, as appropriate shall result in an automatic termination of the Office of Federal Contract Compliance Program° s approval of the Hometown Plan. At any time the Office of Federal Contract Compliance Programs terminates or withdraws its approval of a Hometown Plan, or when the Plan expires and another plan is not approved, the contractors signatory to the plan shall be covered automati- cally by the specifications set forth in Section 60-4. 3 of this part and by the goals and timetables established for that geographical area pursuant to Section 60-4 .6 of this part. 47 Section 60-4 . 5 Hometown Plans (a) A contractor participating, either individually or through an association, in an approved Hometown Plan (in- cluding heavy highway affirmative action plans) shall comply with its affirmative action obligations under Ex- ecutive Order 11246 by complying with its obligations under the plan: Provided, that each contractor or subcon- tractor participating in an approved plan is indivudually required to comply with the equal opportunity clause set forth in 41 CFR 60-1.4 ; to make a good faith effort to achieve the goals for each trade participating in the plan in which it has employees; and that the overall good performance by other contractors or subcontractors toward a goal in an approved plan does not excuse any covered contractors or subcontractors failure to take good faith efforts to achieve the plan' s goals and time- tables. If a contractor is not participating in an approved Hometown Plan it shall comply with the specifi- cations set forth in "Section 4-3 of this part and with the goals and timetables for the appropriate area as listed in the notice required by 41 CFR 60-4 . 2 with regard to that trade. For the purposes of this part 60-4 , a contractor is not participating in a Hometown Plan for a particular trade if it: 1. Ceases to be signatory to a Hometown Plan covering that trade; 2 . Is signatory to a Hometown Plan for that trade but is not party to a collective bargaining agreement for that trade; 3. Is signatory to a Hometown Plan for that trade but is party to a collective bargaining agreement with labor or- ganizations which are not or cease to be signatories to the same Hometown Plan for that trade; 4 . Is signatory to a Hometown Plan for that trade and is party to a collective bargaining agreement with a, labor organization for that trade but the two have not jointly executed a specific commitment to minority and female goals and timetables and incorporated the commitment in the Hometown Plan for that trade; 5. Is participating in a Hometown Plan for that trade which is no longer acceptable to the office of Federal Contract Compliance Programs; 6. Is signatory to a Hometown Plan for that trade but is party to a collective bargaining agreement with a' labor organization and the contractor have failed to make a good faith effort to comply with their obligations under the Hometwon Plan for that trade. (b) Contractors participating in Hometown Plans must be able to demonstrate their participati-)n and document their compliance with the provisions of the Hometown Plan. 48 Section 60-4 . 6 Goals and Timetables The Director, from time to time, shall issue goals and timetables for minority and female utilization which shall be based on appropriate work force, demographic or other relevant data and which shall cover construction contracts performed in specific geographical areas . The goads shall be applicable to each construction trade in a covered con- tractor's or subcontractor' s entire workforce which is working in the area covered by the goals and timetables, shall be published as notices the Federal Register and shall be inserted by the contracting officers and appli- cants, as applicable in the notice required by 41 CFR 60-4 .2 . Section 60-4 . 7 Effect On Other Regulations The regulations in this part are to addition to the regula- tions contained in this chapter which apply to construction contractors and subcontractors generally. See particularly, 41 CFR 60-1. 4 Ca) , (b) , (c) , (d) and (e) ; 60-1. 5; 60-1. 7; 60-1. 8; cc-1e26 ; 60-1. 29; 60-1. 30; 60-1. 32 ; 60-1.41; 60-1 .42; 60-1. 43; and 41 CFR part 60-3; part 60-20; part 60-30; part 60-40; and part 60-50 . Section 60-4 . 8 Show Cause Notice If an investigation or compliance review reveals that a construction contractor or subcontractor has violated the Executive Order, any contract clause, specifications or the regulations in this chapter and if administrative en- forcement is contemplated, the Director shall issue to the contractor or subcontractor a notice to show cause, which shall contain the items specified in (i) (iv) of 41 CFR 60-2 . 2 (c) (1) . If the contractor does not show good cause within 30 days, or in the alternative, fails to enter an acceptable conciliation agreement which in- cludes where appropriate, make up goals and timetables back pay and seniority relief for affected class members, the compliance agency shall follow the procedure in 41 CFR 60-1. 28 (b) ; Provided, that where a conciliation agreement has been violated no show cause notice is required prior to the initiation of enforcement pro- ceedings. Section 60-4. 9 incorporation By Operation of the Order By operation of the order, the equal opportunity clause contained in Section-1e4 the Notice of Requirement for Affirmative Action to Ensure Equal Employment Opportunity (Executive Order 11246) contained in Section 60'-402 , and the Standard Federal Equal Employment Opportunity Construction Contract Specifications (Executive Order 11246) contained in Section 60-4 . 3 shall be deemed to be a part of every solicitation or of every contract and subcontrac as appropriate, required by the Order and the regulations in this chapter to include such clauses whether or not they are physically incorporated 49 NOTICES ed conatrucliorl enntracta and wibcontrnct0 CA1141111M.14.5,AaeA In c.xrrss of $10,0uu to be prrfolmed In the Area Coverrd: Camden. N.J., area of resprrlive coverrct ra) ns. 'I he goak art, all• Camden.SRiein,and Gluureater Counlies. 1'1irable to the conlrncter's nr.rrt;late on•sRe cow.truction worPorce whether or tlot Hirt OnALS AND IIMMAbLES of that workforce I, lierfotmh'Ig work on a PcdrrRl or k4crnily•a"Wed cori,tntetion -- ------_ 'r contract Or subcotltrucl. Aral "Imctablm Tradr (pereeno 60STnN. MASS.AREA Until further Arb Mo,.d•o:I.em. 11.6 to 14 t. notice. Ilollermnkcrs........ 10.0 to 136. Area covered-Ai linglon, Ilnaton, 130. Ilrickia3't rrc............ 0.8 to:0 n. moat., 13roulaine, f3urlinvton, Cambridge, Carpenters............ i l 2 to 13 a. Cavil on. GhMsrn, I)cdham, bverel►, kt.+lden, Cement u+Asnn+.... 1:0 to 15.0 h•tllo►d, Wakeflrld, Wrst.weod, Winthrop, Eltctcict,n....:......, 1i.0to l..A. lt f Winchester, �V,oburt., and the Islands of (Elevator tick 9 to 1+5. Roston 1lnrbof.Aiass. Ponstructots. CJltlzir•rA.................. .16.0 to:0.0. Lathers.................. 10.8 to 13 5. QOAi:S AN6 ToRfI:FABLEB Operating .10.0 to 12.5. Engineers. -- Painters/ 0.9 to mil. - C)oah Actvrnlnrs/ Timetable Trade (Percent) I•aperhaimers. PiMtrtttt............. 17.0 to 19.0. Untl:further Atiberlos a'e:l:ers.. 10.6 to PIWntK'16/ 18.4 to 10.5. notice. 10.12. PipefltAers/ Buheirnakets........ 8.6 to 12.0. steantfittem uricklaycrs.........,,. 0.0 to in.o. Roofers.................. 8.4 to 30.5. CerVcn)rrs............ 11.6 to 14,5. ellectmelal 11.2 to 14 0. Cement mstr:uitA.... 25.5 to:7.5, Workerm. Elrrtrlclans.....,...,. 9.0 to i.'. Sptinklct f'Ittrrs,. 10.8 to 11.5. Elevator 9.0 to 11.4. Structural Ttifvtal 12.9 to 15, fponstru.l:rrs. \!'orF,ers. r. Olsrlrrr.................. A.a to 11.0. 11harl 7 r)ut•k 13.0 to 13.5. Ito morktls.......... 5.9 to 6.P. Guilders. 1,At.1^rs................. 6.0 to E.A. _- Olu:Allnr. 14.1 to 19.0. ' . - engineers. Palnl.res................. :+.1 to 11.1. tLM1RA,h.Y.r.rt_� Plpcllt.Lers............. 11.0 tr 1:1. , P►astrren:.............. 20.5 to 2i.5. Area Cot�cred: Cheniunt;. S,r.�lhrn, Schuy Plumbers............... 0.8 to II.8: Ier,Tioga,and Yates Coun.tics.N.Y. Rocki'm................. 8.4 to 10.3. 0 Sheetmrlal 10.1 to 12.1. _--- GOALSArmT11tiI:rA`rLK, --- - 7 work eri. Bptinkl.•+ littrrs.,. 12.3 to 15.6. All other tratlrs.... 10.3 to 1'!.3 Coal -_.�.-._--- Timetable Trade (pertrnt) '12aptnn rrfera,to lilt, 10 replous In which i)n1.11 further All.......:....:...........:.. 4.0toR.0. the U.S I)rlrarlm enl of I.nbor has offices, 1100 , Thv::a itvglonx nrr.Imitlquarle!red In DoAon, _. ..---•-•-•._--.•- -_ _. -._._.._� .- Nvw YorY., I'ht!a.cielphta, Atiunla, Chicago, ,,. Dallas. Kamm, fJjty, l.)rnver, :tali Irrnnel:.co, LONG ISLAND,R.Y.Anti and cattle,which are numbrrs I through 1 i rexpec.t!vely, Area Celtrrcd; Nassau rod t'uifrtk t:ru:r• tics,N.Y. ' /lrI`END)Y:A 82AT6 Oi'R116D%ISLAND AREA GOALS jw � The followliv; rnals mid CmrIAUAr4 for Area Covered-Stater Idc. - i --_ -_--- frrnalc WIP.,+seal OvOl be.. IwAudud irl all �" GOALS AND'I'1DIrTADL►:8 T•`edorrl rat! trc+rrrllt• vsi:ci.ed (mislruction Timetable' Trade fpelcent: cou!ractll a);d vabi•urtrt, is in vxc0s:t of - A•10,UOP. 7 hr�;unl;r,i't Itp; lir:;hir to the con• C)sn1 Until hrtthet All........................... 60to8.0. LrrClol'$' u);1 .� un site ovmtrm tion '11mct,able Trade (percent) notice. wui it I m ve,t lirt hk•r of n.tl lr'jrt of that n'ui k• _-- force Is rcrfonni•'r1 h'urk ra a 1'rrivral or t•ritli further All........................... 8.0. fo.ltAaliy nxsisi..t trv,r.rurticm anitact .n uauta, i auhcnnt tact, --- -•--.-----.--._.__._.-...-� \VGStCI1PMR.N.V.ARF.r, Art,.covrred--c,r-Iehcst.cr Cv-- tp.N.Y. AIII:4 4:4,V1.111,1+ RF.r•f0f7)I OfIvAIA fill vAllil-ml H1't`II' ilntit,llwlilr, CIOALc ANn`I•Ia,lasr:,ra Rtil'1'Ll t.N.Y. APr.A 00AIA 4tIDTIS1l.rAII1.I.9 Area Covered-P.rir Co !y and Ruffaln, 9'Inu!tbr,, I1.Y. 7 ivnt tshlc----- TrtAe MalOoata tptr.cr,t) IMr•..Ara 1,10'111 p,dlt ill r.31.100 ... 3.1 CyoA►.9 two TtFmitti.'vs 1'rt.n. Nvu I It:,,le'd11 a!'rr,.11,1D"o;.. R• 4rM - .. _ unlit etutht r Aft.......».,...,.,..»...... 1i u f;t. �1- hot let, I'wm Al-i,1,1030 moll Dtar,31.19111 ..."` 'A.p _ ----�_-..--.--.__.._-•--._ CAW APl rltlllx'11 Tlmetatts -Trade (Peroviltl AICOION iII 111011 11101eer antler, the follmkinr pnnIx U,tli fivileer All......................... 10.6 to I3.2. STATE O'DRLAIA'ARS AIt6i And thorl:0%)vs for millot11 V Ai19!l. tn.lirw. I' be hielmled In all Pedert►l nr It,h'rally•Rx:at.t• .__., _ Aria covenNl--state of Polm'A.c, 5O FEDERAL Ri.GI',IFR, bOt. 43, 110. 60.-FRIDAY, ArKIL 7, 078 ► pp A }! f"''. - A••, . + ' t',n /:'1 A.v /�7 S� ( G r'l f i r'C:.'1`f i'/!' /�I 7TA r»1�7 r��D , J HOW CJOAI.TI AND`F•tatt:TAALP.9 06AI.0 Aldo TiAtrTABLP.11-00111.1111140d L@t/10t1QLL2.MV.AR1:A Arm rewered--Adair. Barren, Bullitt. Thnr•table Trade UoAI Oval Car Iul, ,l:dmundwil. Gra}'Roll, (;I"rtt. tl+ru•ntr Thrietablea Trade (porcentl li+trdin, !tart, llrt.ry, jeffer:•On, Lnrul•, Mende, NiAson, Oblhain. Shelby, fif,rnccr, Until Imilier All.......................... 1l to 13. Sulterir,nkers........ 24.0 to 30.0. Taylor. Triable, writ-re:1, thnra:inctun it0tice.. 1111e and lerrarro 28.0 to 34.0. COtctitler, Kt•ntucky: and Clark. I•'loyfl, anti workers. Harrison.................. 78.0 to 34.0. arrtsan C'o'iutics,Ind. P111L.4 P F:.1 pFa. �t14.1•A.,AR . ,Arta coten.1--ilucks. Citc•!:tor, Delav•are. -„�-- GOALS ANDTir.trrADLP4 Montgetihirry, and FitWtdrlphia Counties. RrcioN IV �a A4LAWMA.CEORGIA AnEA' Goal Timetable Trade (perccat) GOALS Ar+p TiNIFITAIIi.BS Arta Cnprrrd.--Atlanta. Ga., Standard -- ----- _ Rlctiornthan Stn:latical Atv;t which Iry Until Witl,tr All.....»..,................ 12.0 to 10.0. Timetable Tnrde ('goal ciudt.s Fulton, I_)OWI), Colb, Clayton and notice. tpercent) Gwinnctt comities. - -- -- -----_ V.1til tuittler Itonwork,•is.....~. 22 to 20. GOALS ARID TiMMAnLE:: notice, I'lum1wrs And 20 its 24. MIAMI.PI,A„AREA p1prlith'r5 ' Uaa1 Area cohered--Dade Count;.FTa. Btewnrlllets .,• .. 20 to 24. Timclabl( Trade 1 Sheettnctnl 19 to 23 creent)f workr•ra. GOALS AND TiMETAHLES ' F:lreWevl wort.•ers 10 to 23 roll)further Akbrstes workrts.. 8.8 to 10.3. EIttvaLor 19 t-23. l,ottre. litirklayers............ 18.3 to 18.2. (r;:nl crnshuralu!1 Carpenters......,..... 11.0 to 128. v rtikrrA• Elect.rICIAns........... 10.0 to 12.2. 9'Imetabir Trade (percent) c ta.arra............•..... fo.a lv 12.2. Irorrwotkers.......... 14 0 to 1&0. Until further All........... ,. 2.3.0 to 40.0. MYS11unntt.M.ARV..& nutic Afetnl Lathers:....... 10.0 to 12.9. i Arca c'crcrcd---A114:gholly P'vnnt},F°r. fainters................. 10 3 to 12.0, ---'- ------- --- ----- i`lumbrra.............. 9,4 In 10.0. GOALS ANO TIh-i:l kbLES i ipeflLtera............. 9.4 10 10.9. r �.._-_- ....-._.� Platters.................. 24.4 to 25.8. NkelTVILLE,Tt1NM.,ARr:A 74MV1.04blo Trade Ciotti ItooterA..r............... 18.0 to 20.0. Area covered-City of Na:ltville.Term. tp••rreutl &hoetme•tal............ 9.5 to 11.3. Sprinkler fillers... 8,3 to 9.9. Cjoht•3 AtiD T1Arr.7AnLi.5 ! 111414 7Utiher -AAbertvs uarkerA.. 24 3 to 27.0. Operating 24.0 to 27.7. nvticr. i)vilrnnnkcta........ 33.8 to 37.7. engineers. Ilrlci:lel�ra........... 11 9 lu W-0. Elevator 9.0 to I.I.S. i CArpenl v::............ 11.8 to 12.4• _ ._._-._.� _. llwtailcr-s+�-_ ercci' Crulcnt n,atrora.... 16.3 to 1@ 1. 1'i,actrbie TrP.dc dpc.c:niJ AYPrlrlclnno........... 14 l,-20.3 Glatsiclx................. 26.9 tc 30 4. PtRA(INRIIAM,ALA.AREA Unlit further An........................:. 10.0 to 20e. Irnnaorkresr......... 253 to 29.9. notice. LAttlee9................. 12.1 to 13,8. Area Cottered-4effersol), Shelby, and Operatirg 44.2 to 48.3. \Talker Comit Ivs, Ala. etu'i!•rtaa. 1Parn14 ra................ 10.4 to 17.0. GOALS Arm T1MErAD7.Es RZ0801;V I•ta,cIvrcra.............. 31.1 In 1F 0 Ilhimb'!rs.............. 7.8 to 9.2. -- Poolc ...............• 47.1 tot 1. Oral A1tRON,01tI0.AAOA r. F hcrlr:rtnl 20,1111..)29.9. Timetable Trade tprrctnt1 Area ccvrref--Zmn:nlL. Ptirtarc and earl re e. f,lramiltirrs.......... 10.1 to 12.9. Medina(OUI1tIt:S,OP1fo: T(it-a,Iirr.t....,...... 13 0 to 1G,0, lentil further All........................... 20 to 24. All other................ 27 0 to 31.5. nalice. GOALS AND TtAIMAR1.ES WAC)4r'4G7titt,D.C.ARCA C11AR1.077E,N.C.AREA `•_.-- -'+•�- r_-0048 .� Tlnrrtnbin $rode tpeereeat) Arcd Cor,v•crt.•-i;•Is;rlct of Cry!ain!::n; flit! �Ir•ca` c,�l'rf•cd--Mecklenbnrtl and Union Vilglitia iiilirs of Air; midrin', F;ifi`nn. AtO C'ntintirs,N.C. Until fuctl,er All.......I................. 10b to S'AIW CtPn:rll: the V;rehire co!t :�1 Of Ar• C9OALri AP'D T/RthTAaLFs notice. lioglon. f nirtn,r, i.taucf gun. nu:{ 1 :.rt.c N 11• _ llan7: nud the t.lAtylotn1 col-.W.•a of 1.10.1L• ~_ gonirry nild PIItil•o G(,('IGen. ' Uaat 6110ALAA94n'1'rM1:lAnr.e9 71rtletable Trade ():4reent) CANTOts.01110.ARI:A Area envcred--Carroll.9lulmr•g.Stark.Tuv- ...._..... ...__..'_ „..w_-..._.. ..- _. Unlit(UPther All........................... 94 tot0. ,f1r»1 n9tlCe. CAYB\eilC,and lq/A;•tIC Ctlnnlle3.C)l,10• rihu tnhlr'a l'rurlt' {Pr,,,,rrt1 _. ..•.__._...__..._.�..._ CFUAI,A A1tt0 71"itALTAteLlii ,, rtf11,4. 01l»w�, 'Pa W 340� 9A0FF 1t':iLT.C,ar.0..AitP.\ n•.1Itr. l'itlnlrIs Pir1,,.. 150 to 43.0• Arcd l'titrrod-•f1rhill ctw'•1-:', I••Ia. Q1oA1 flat•ilu,nrn tn• Tln',Nab10 `VA& (pemwt) I1h11411.,:N.• 2111)1n30.0. 0OAtRA01ftTIMMAIIIJA -- - - a1q•erlurroAitrl Until furtarr At1. „ 7.0406.4. Iron unikerA......... 3.1 0 10 4.1 Q. nMlr . fJMll f•,tlhcr ^hrriror:ol 2G.n lu 31.0. Goal rv+l+cc, a•nr►.MR. Tlroetrbl- Tmda (lierr•onU 11:1e+'alur 34.0 to 40.0, _. - CtlICA00.It I,ARr.A + cote.IIu.IolA. MINI Turti-r All...............»...»,. 20 to 23. r 4-r:t cute/Crf a.°M11t DuPaR I°.nor..S,Ai:e, ' Ar4lrslna u•oI kreA.. ?fi.0 l0 3?ir, I 1,vtire. ' Ir.4hers................. A4.1i it.4(1.0. { _. , - M"Verity,An,l Will Cotultle:;. • ®P,f4t:NA.t Pr-l:157gStr @'il0. 431 Oti'9, 43P-{t&Ii+AV, G4.PRiL P, yaPQ it NOTIM CrALR triv T114ETADLEA GOALS AND T:AIETADLAS-Continued GOALS AND I IMETAOLES 'y --- Goal 9'llnetable Trade Goal Timetable j Trade fSCp1 Timetable Trade (Percent) (percent) fVetCCtll) ViMl further Antiewo.wutkers.. 08 6 to 10.3 All other................ 11.0 to iG.8. Until further A•braroe wilikets.. 32:to 57.7. notice. IlrlcklA7rrp............ 15 3 to O.I. notice. 1 TIMAyero............ 17A to 19 5. • Cartictilers........... 11.0 to 12 8. 1 teetrtelans.........» 00 6 to 01 0. Elevirk h•tvs........... 10 0 to 12.2. DAYTON.On10,ARE �91miltoP 15.5 to is.0. ls{ccntor OVA to 11.5. crot_.tructots, haarnerx. Area covered.-Creme, Mianll, h(ont8orn• j 4tfirvl ra.................. 25.2 to 26 e. OK A-i:.................. 10 2 Io 12.a. cry,and I`rcblc Count Ics, Ohio. � I ito•aentki•ra......... 14 0 to 16.0. Irone•orkr s.......... 11 6 to 14 0. Metal Ialitt•n........ 10.0 10 12.0. ®GALA AND TirdLTAsims I:alhere.................. 21.1 it)22.0. 1'P0,dvt3_............... 10.3 to 12 1. 0laeralinR 01.1 to 08.9. 1.1w0wra............... 09 4 to 10 9. ----. -- - -. j enghtrrra • ripe fltlm............. 09 t to 10.9. Timetable Trade Goal fainters................ 22 4 to aS 0. P1wAvr•.ra.............. 24.4 to 25,8. (percent) 11lastelers............... 27-5 to 30.4. hoofer.................. l60 to 20.0• Plumbers.............. 23 5 to)00. bhral+retxl O'11.3 to 11.i. -`-_- -. workers. Until ftnther All.,.,...................«.. 10.0 to 1t.8. Roofers.................. 15.0 to 18.1. LRprinkler(liters... 08 I to 09.9. notice. $he workers. i 00.3 to I0.9. operalinft 15.1 and - ----- j earketa. enillw-crs, above. 8leametttcia.......... 94.01m 11.1. DET1101T,Mfg][.,AREA All other............._. 14.1 to 10.2. Arra covirred.-Waytic, Oakland, and clNcu:Nair,utuo,Anfn I I Macomb Counties,Mich. PEORIA.ILL..AREA Area eorered-Ohio countle.s of Clermont., I I Ifaralitnit,and Wnrr;n and {u t he Henlucky ORALS AND T)nirrARLES Area covered., Peoria. klrlton, Ta7..ewell. count128 of L40o11e, 0wirbell, nerd Kenton. Woodford. htioz,Slark. Marshall. Hancock. and III the Indiana county of Ucarborn, -'" Afaaon, Ttctcan, I McOnrtour.h, Ifendt•rson, ( Ttmetahte Trade Goal Warren, I.hingstWL Burenu• Henry. and 00ALS A11D TIIvIL'TARLES (percent) Putnam Ce:mUcs,Ytl. `- Until further Electricians........... 17.0 to 19.0. Cleats notice. Opernling 10.9 to 18.0. GOAls AND TtmETAR1.CS Timetable Trade (pcvevl-t) enalrieers. I� .:-_ i III01 a.................. 19.6 to 19.6. ---- -- 111011 Wither Astir•tos worl-em.. 093 to 12 2. Painters................. )5.0 In 17.1. Timetable Trade h9tic.. finlletmattrn........ 118.0 to 011A. Pirgers................... 16.8 Co 17.7. j !t Carpenters,:.......... 09,0It,10.7. Roofers......:........... 15.3 to i.C.B. traevatnr 10.2 to l2.7. Tile.tprrayzo 15.0 to 17.0. Until further M».»»..............»«. S.0 _ coustruc(ora, marble a•orkets. nil fu ROB Moore 21'0 to 23.4. Tile and marble 16.0 to 18,5. (stattonary). helpers. "- • ! rloor la)• ra........... 09.0 to 10.5. Terrauo heiviers.. 11.6 lei 19.5 Ulezictn.................. 0n.1 to 11.1. All other..............,, 18.8 to 20.4. ROCICI ORD,iLL.,Ant:A j141.1larr................... 09.3 lu 10 8. Marltle,tile.and 08.3 to 09.9. 119A14AV1LtB.rND.,AREA Area colt red.-Roonc. Vt'Inncbago. SlC tcrratto pltellson,he Kalb.Ogle,Lee.and JO Davitess ao:keri;and Area covered.-Vanderburgh County,Ind. heq+o.e, Cu•uuics- Cherry 0roCN, Shannon, Kuck M111wrir,hts........... MI to 10.3. GOALS AND T)MrTADL¢6 Creck, Dina. Wylsox, and ,:Ikhom To•'n- PAluters................: I101o135. ships In Csrrolll County'. Grne:ke. Jordan, PIp(litters............ 100toIJ.0. --• - --" Ilupltlns, $tctlinC. Nnmr, AYontrr)0rerry. rI;W4•rrro.........:... 04.7 to 09.d. Timetable Trade Gant Tarnpicn, and IHahnarnan Towniahips- In ITimbria.............. 10 0 to 12.1. NbrcIm-lal 10.1 to 11.3. (percent) Whiteside County,Ill. w•urkc•m. -� All other..........:..... It 0 to 11.8. Until further All........................... 0.3 to 7.6. notice. GOALSANDTIMEMILE3 CLIC ELANn.OlnO.ARM FORT WAYNE,)ND.,APP•A Timetable Trade Goai Area coprrrd.-•Art-hnd, A;t;!ab'.rit, Craw- ` fpereent) Surd.Cuyrhor;a, l.:!c, a. (iurou, i.al:c. Area roter+ed.-Adnnis, Allen, DcK'alb, -'- '� l rlah), 8.^•.t0usky, a t:l Fcnl cn Connticr, Ilitnlinitton, LaOrnnpe, Nnhle• Stcubcn, --_ t, Vntti(oilier iAll.................». 10.010 12.0. Oltiu, Wvll::,rind\'lliflley Counties,Ind. notice. I CPA A nAIt Tf!'r.7A!•i is GOALS AND TuaFtAnt,V8 {OUTI.DENS.INR.,ARrA Ilntt•tnblo Trbdo Govi Thnetabie Trade Goal � I fper;eat) epvleent) Aren Currred.�SC.30r%t p t,County,Intl. • Until further Art IirN a• Owl wotkors. 2.5.4 Ill St.0. Until fill then I'lumbele............... Or,2 to 0!i S. Ofia1.i Nu Tzl,vrtAnt.t Q notice. Ai.W fom vrnraera. M 0 to 2.1 9. nailer.. lkuam(itir•v.......... 05.2 to 0S 5, --_r_...._-.«_..I ._.« - -- ftelittni.kres...,... i"3 it)to U Uarpentein............ 05.7 to 0^. TY;nrtahle Teatle noel Ill tnklaf,re........... 70 8 to 2(l P. 1trkAla)era............ 0?3 to 10 4, Ote►aai►I (•+ry•rl.l.•lv............ Or 0 to Os e. F.Irrttl^Inns.......... 012 to rib 9, Cement[,IMurill 41 Ito 42 7. Nhetilu.•IRI............ 04,4 to 03 2. •""' '�`-�-«_�.__ • 4•:1,-Irklvnn........... I5.1 In 14.1. liona•ut)tt•t.......... 013 Ito 004. 1111111 htr.her All..«...................... 8,0lo too. la,lemur 1P P to 32 6. Qlinuiling 05.2 to 06.0. 1101Ity, ! s rn•iNruol••rv. rnRtnr••rq. _� l l _.»--._-- '�---- (ilAI tX.................. 16 a to 110. r•Atnlrrs................ i!C to lihtivvill.vrs..,....« .11.4 to 13 2. A11'othct................ 01.1 to 0A.0. TOLiCnO,OD11o,AR'A • )'n(rA,ta..............» 11.7 to 10 4. 1'tp II!Irra.....»_.... 14.1 to 119. �. corn role.rrd-�flelltunce. lWlton,limns nc'c, . Inc:-legs.............. 71.0 to aa.7. i1!0IANAI 01.1%1NG.,A11FA i'htt.ihern........... . 20.8 to 23.4. limey. 1.1•spa. Ottalwa. Willi-ilrrs, and Wood 28.0to3L8, Area covitred.Mwlon County,Ind. Coutles.Ohio. FtDCRAL REGISTER, VOL, 42, Pio. G6•-•rkl0A'd, APRIL 1. 1978 r 0, NOVICE% 011AL9 A'rn'1 IAVETA.SIX.4 GOAl4 AND TIAtr.TA11LP,S 0P1AM.Prun. Arm cot•errd•-8hril py Rile( ➢?onit;l.,s C.0t!ll- Tlnt�h.\�la brat Cio�l Thiletahle Trade. Goai t•trs. Ylitlr., ('ouncil iliuffs, luwa (rity lhults f)vrteedt (pprewrit) Only), Vw.II ftiril�er All........................... 10.7 to 12.3. Until fitrllier All..._....................... 20 to 23. GOALS A-to T11410:11AMFS nrrtic P. net,.fro. _ .._. . ... ..... _.._ _....__._._ .._ ._.._.__._. Timetable _ 7'totle._,... U041 Milli '. .tt\t N.OUtn,Aitl•A ?1114A,(tltl A. iyrlMntl A--nt Cun,r,vl. ('nhnnblaui, PlAi 1nil, Arcir iutrr.•,4ubn. C.'rcrl; Aiayee, , . t Irt i further All....._.................... 0 0 tv 10.0 and ➢•tuitthrill Cunr'h•:;,(`Illo;•trltt ➢r•Arriwe flotmis. ,pkfre.kre, Wishitialoit, Nowata, a„tire. anJ➢+ielet r('unnfli ltn. C'lale, OttwAtl, I to;initafr, ('1t nu311u i; (north- ..._......- ern half), diriditir Ilea 111^ha ay 10; Osnrw (a)At.#;n::u TV-'lr.IAIILt;:; (cal3tc•tn hnlU, (Ih'Id1nR litle 111rhwity 18; SR. 1101118.Mo. g'awtice (eastern hall), tind Payne (eastern Area covered.-.471t.y of St. Utils. kilo., and. 7'lim-labl. 7 r:tdr Gool half)C7omitli•s,Okla. St, LOul9 County,Rio. _.-..._-.�..._..__..__..__.-. ..._.-......._.._._.... GUALF;AND'l`ifmi-Air(PM C'30ALS ANet'l;'rA91bT our9 Until fur(lerrr All....................... . 6A to 7 l nolkc. Time.table Trade Goal -- - _ Titnclablr 7'radt• C:a•\1 ---- (Percent) (rercent) Until further nilcklnyers............ 24.0 to 25.0. (ltltll fotiner Ashmtov aorketa•. 05.2 to 05.7. F,%PANG,M%.,Altr.A notice. L`mrpeliters............ 17.0 to 111.0, etulto:o llolleunattcts ...... 34 0 la 3/7. C entent mnr,ons.....P1.614 22.6 � Brichlayeta..._...... 11.0 to lc,. Area coveted•-ui rw^(bunt.y, ft z. nuvr covers.......... 12.t1 to 14.0. Ct attx•ttter•s............ 09.2 to PO 9. ®1A81ers.[,.lnsa 14 1 to 17.3. C:cntt•nt and 13.3 to GOALS A)ID"I'll-M- A ILU workers, concrelc Oporatbll; 22.0 to 24.0. fhdshrrs. -SElot•trlr.fnii.;.......... 13.4 to 14.t. 71mi-Inblr '1'rarit Ooal Pointers................. la n to 200. t3creto: )b.7 to G .3. tpereent) Pitwflticr:.............. 10.0 tv 12.0. totlatlAictors. &lumbers............... 11.6 to 13.2. Caazirs._........._.._. '!d.7 to 34.5. Until fillt.hct All......................• Sti.fl to66.2. Rooters................. 12.0 to 14.0. IIronwork--Iu.......... 0.0 it,10 4. nouce.. Sh%ctmetal 08.0 to 10.0. iktstliera ctid 24.2 to 29.7. --.... - ---- - workers. plwtrzom All other tradta.:.. 12.0 to 14.4.. Operatlne '13.2 to 15.1. 14,VITO'1,01CLA.. ARIA - •-- -_..-. ¢vlglntvra. A rca coverrt1- Ctlwnum(he Cininty,Okla. II'ahitets anti 25.1 to 29.... AFOION VIt pag+,NtbanD•ra. ° lt'lumburs and 13.2 to 15.4. 00ALS Pill TIM;aAnLP:S MANSAS CITY NAM.)AIM(TIO.) pipefltir:ro. .Area Comord--Clay, , ,Platte Jackson Ptoaft.ratoll 17.1to1Pe. 010teta TlulctA9tfc T1(We MAI Bates. Carroll, Lafayette, Posy, Johnsclt• Sheetmatal %,5 10 2'.C. 1pr:rcrntl lluury. and Cass Count.les, Aio., and Wy%n- csa>t WTd. - - - --- - -'•------� Butte. JohnAmi. and Alintni Counties, Knns,' Tllrt+dfesaand 09.01a104. unlit f,ir'Irrl /.Ii...................... 16.II to iA•G. Fvremsav ewt➢re. 0049 AND'Cimm AULr.3 CY�rkcrtr LiTri.Y:a0t:if,A'+IC,.AREA Timetable Tradr � � 000 Tl{pp:l(A,Gt0.N9. (irorcent) Area coren'rl-!'ul:,:,;il i-•tunl.y,Ark. Arcot ccee!ri•ii.•->1qhltn•nr.P Comti.y,(tans. IrJOAt.9 AM)'➢ZMM-ADf.t'9: Until lutthor Aat.v:atos workers.. 10.3 to 11.7. GOALS AND T!M1'TA0!ES nutltP, ➢loflerriipkP'rs...,.:.. ob.0tooa.4. _-.-._. 31lehlarers............ 10.4 to 20.7. T4nclatwic Tr:,Ae 0osl catpcoters............ 05.0 to 00.9. TionMpble 74ade CInn1 (pe!relit) o Carrnt,linoleum 05,5 to 00.4. (tmcgnt) and rerilicn: Pv;•,tit➢ur!4rr to Mr, 30.6 floor decutalhrs. U111;1 further All................... .:.... Op 8 to to.'$. o All floor masons.... 25.5 to 25.8. noUcr. Ilu Irr. R;Icvatnr OP n tq 10.7. ,-• ._...._-__ ........ __.- camtruclor9. -...-_.-.._.�___...._-..�.... _ Slectriclawt......... 00.0 to 09.4. Hmalr►t.V 11➢ NA\V OIIt.F:0.N5,IA. all-icrs....., R rr.0 raft, rtl-P'nI'1^ht:: of (ll l0-.111 , Jrlfer- It mthcrs................. 14 5 it,15.6. (c�OLOpat!o ann. Et. 11Pinal-4. EA. Ta,wllnny,St. C:harh•t;, Warblema••,na, 07.5to09.0. gt,.lobs, 1,r1 our hr,➢'(Rune ulinne,Wa.shllir.• life laycrt,and Aral covel0-d-1stair of Cr%lorat:o. L*rrmxo 1.7.1, '➢•t 1rt•LOtlll:• 't''1i11!li•alt,:p t i',IV,i.id:;lttll,l P•PPltt•r9. AP30TIAv):TAIII,1:C gall;il..liva !i.t AAartde and(lie ; 01.6 to 08.6. 01`^rAttna OCA to 100• Blmelabla 7Yadr Ur.l 'Arc% .•ow ft of 1-1 n•t!,I III n.I till: IM1,11% Ce •� PnvM li ••ra. l6u'rt¢'Iil1 lria 101. 11initotirra................. 143 to 1SA. ._.._-- .- r.. ._.__....._._..�....._ __.� `Ai i•r, ewvvretl !: rnutli••a it -it the line pircltttcra............. 04 0 to 01.1. PrrUr h ;,,dal t I( 1'il• 1.ItINe.:Irnt :ur l '➢dntll 4°l0.vterrra........ 1oOtnM4. llidh fill i ill P All.. ............. ..... 13tw14. PAI, a 11:411,It Ihv atijar,nl 1t bill New Or. 1'lulnn^Is. ............ On.►it)cot 3. tvmvt and 11AIIII It •,ICt.•, ,Utttt.fera......._........ 140 to 16.0. •�.--.� `�^. .�.-�_ ° PlheettnPlal .07.0 to ua,J. • •A1nA cn•o:tt•d is•.,w111rntN.A( 1•.)!tit-tltatt't'o ooekotro. 8hltaluq 13i, f:.ln Ow towil W tircinwi Py lit fire loc•.lul.of gewmP.tePa.............. 30.0 to 280, AL AM t¢mA 6Yn11iTY,('at.tP.,AAD'A lull rsf r;li.0 t)f :; . J.,nli::, Psttaur c!tr., nl:;! All other uodro.,.. 11.4 to 12.b. Arxunr{i tun 1`r.rtvht•. __- .., .. _...._.-.. ._. Are-- core:Pt°.--AIPnteda C:"Inty.Calif. Or6OClibel, PI'MMR. VOL. 4'a, W.). R ._1t91t1AVo ANM ?'. 10t NOTICES GOALS AND TmItTAnl.t9 �i Gtt)ALS AND TimcrAULES - QOALS AND Ia3mxfAflt.r.S-•COnt.inued Timetable Trade Goal 'ttntctable Trade Oual I Trade Gual (percent) ttxn ent) (peleepu Unto further All.......................... 28.6 to$3.0. Unllt further All....,..:................... 21.7 to 25.1 I �Astivetwt Workers 49.0. Notice. nottee• ARIxUNA 1(ON73:aF.Y,CALIF. SAN&I TrO COUN IV.CALIF. Area eoviercd-State of Arizona Arcs covered.-Monterey County. Calif., Area colvrrd--San MRteo County,Calif. omd v.•ithin the Jurisdiction of Lhe'Monterey poA.9 ANo'CIMLTADLL' t. GOALS AND Timr-rAIII.E9 County Building & Construction Trades I 1 Cottnt:tt,Al-'L CIO. - -- --- -- - Timetable Trade OOaI Timetrble Trade Goal GOALS ANDTIAJETADLES (percent) (percent) _ Tlin,table Trade GOO Until further All 11......-........-„....... 32.0 l0 14.0. tlnitl pn•thrr All........................... 25.0 30.1I (perccntt hJllce. ' notice, -� Until futther AU................... -....... 37.0 to 29,5. SANTA CIA AA COU:rTY,CALIF. CONTRA C(ISrA COUNTY,cAmr. ttotice. Area twvered�Sams Clara County,Calif. Area corervd:Contra; Cosin County, Calif. _ GOALS ANT TImminimst X014TH DAY,CAT Ic. Area cove►ed-Solano. Nn{)a. Lake, Marin, poA Is AND TIMFTAHLE9 ' ---- ----- - Alenducino,and Sonomn Counties. i. ThnctabL.• TrAdc Oval (percrnt) ()OALa AND TIrtl:tA9IJrA TlmelAble TrArle Goal (Dereeenl) Until ftirther All_......................... 17.0,to 19.6. - -- Timetable Trade Goal notlee. Unit 1 further Ali .............. 111.0 to 21.7. (percent) , " -._- nottec. • _ _--__Tom_._ � ._._-.-.__ _.- rlitsNo rot-NTY,CALtr. Until further AD........................... 10.3 to 11.0. Area cotcrtd.- estto, ldndcra, Kings, notice. - SANTA Cnuz COUNTY,Cm-rr. and Tulare Count It-:;,Calif. `- Area Co>:c)rd I:t?Rnta Cruz County,C;01i. 94CRAW;NrO,CALIF. C10.tLG Alin TtAtL1A9L!:S GOAL, AND TimrrAULLS . - ------ - Area eel Dorado, N Nevada. a d SieYolorra AaCourt-ador. +_._---- ,.-- . �'la�er,I:�1 Aorada,Nt:vada,and Slctra Court- 1'Imetnn'e TrAde Goal fies.Calif. 1'Lmetnble Trade (lost (pcnent) (percent) GOALS AND TlMFTAbl.L8 ^ Uetit further All........................... 20.0 to 27.0. Vullt further A ! uotlta. Timeaable Trade Goal Itotice.- (percent) us t=.AS,NEV.' --"- '� -'---- IRCGION X Arco curerce,--Area of 1urt;dlcUcin of the Until ticeruhrr All 17.bto2o.0............................ r. AtASKA Iiuildin- tr: r6mtiur.11uv, 'Trades Ctimxll o/ C1xrk, Llttcoin. Nyiv and Esmeralcia Coun- Area covered--State of Alaska. ties,Nev. SAN DIECO COUNTY,CALIF. Go I AND Trust\)1L):S GOAL AHu'I IatnAnLrs Area covered-San Air�o County,Calif.GOALS AND Trid".TADLES Timetable - Trade Goal (percent) Tlnclabla- 'IYade OOei --- --- ----- -- ----------_. (percent) Timetable Trade Goal -.. .__ -__-•.-- fpcmnt) Until furthrr A::bcstOa corkers.. 26A to[A,O, aottee. Carpenters._......... 9S.7 to:9.0. Vntll Ivrther AAbv1ca workers.. 11.7 to 20.2. ------- -- FlcctNcA� mA.,.,...,.., 25.1 tO'N,O. notlr.e. Arickln)'rrs............ 10.8 to:.1:t. Until luruiler Ali.._....................... 114.0 to 30.0. Ironworkers.........: 2s.1 to 7A•0. . ...•......................-••• notice. i peratting 70.1 to 20,0. Carrentrrq............ f0,2 to 17.b. _,-.-- enginreta. Glixim, 14.3 to 17.7. Paultels......... «» S.8 to 28 0, floorcove,ert, SAN I'RANCISCO CITY AN!"COUNTY,CALIF. I`ilydriterc..,.»..... 28.1 to 14i.0. Writers.tni,ef'r • and Arta coiirird-Clt�y mid. C-ltmly of tan i'IurnbrrA Anti ai.4 to id o. alran+littrrs. watcnvervra. I'rntul.r o,CniiL ttt•nfrrr_.,........... 97 b to:8.0. PlA%lcrvrn.............. 24.4 to 27.Y, 1'hunbr 1A And 16,2 to 16.3. C10ALfi AND'1 IAtgTAItLRi ShretA.ual 98,0 to ya.0. (dPrfltlrte, - �votkr,,-, QI,,•rl n rt,1 16.2 tc. )7.7. .. .-..,_.-..--._... -.,.. TcaenAura........._... 216 to 20 0. rvn,r:.•+r T.1.rtt1•Ir I'ra.b OnAI A11otl,t•t............... 26.i to28.1. Wb1Hl,wItrr,-if IPA to It:3. Irwrtcut) -- -.- - - meinlb,ttwrw. ----....-- ­._,. fASC.O.WAtirt. Ali 011ter IraJ.w.... IDA In lA 5• Itntll • ,.._ - hnuee. i'I:ut.lava. 14.0. Arra roUrred-'Ilhe Aura of ImNdtUlun of n r,11wiitlerand the b:outhemtern Ww3illn.tvn 1tuildhig Ar. 1O9 ANl:rr,Y.S rMtNTV,rAt.ir. ntee.•nrtmm C•rlvAt Ili.!kill Trrtdes Council A:. tui'ut.:: All Acre eovrrrlL--Arr•a. of t•tlstlletltm ill' Iha Rtr..rutl.el natal 20.0.ttvtker:.. of l:rntrn, r'rl,+lklln,and\V.ttin 1:,tiht tarn• Lns Aagelea )lWhImic !w (:aa.•Irurtimi alifel,nt,•'ul 19.0 tics. Grail. q(tur^)' to 11;.h%ay 2 Ault th,! Traded Council. wt+rl rt.t, iontlllt'u•;C01 Ilct of Adluvs C"'I sty,W A:,It. .' mrR/►l RM5.-?iR, VOL. 43, Ifls Ti.DAD, ,APRIt 7, `''yr..t 1 ®OALt,AND TimurAPL):S DAOIXAW1%WAS!?. Area crii•csrrd-••YX':ullli ,sun Counlies: Sn,)- TYnnet©Prie 8'rtt5lcl Cost hanc. Whitman. Ihicul:i. Adams. atevena. (percent.) Pend Or,U1rr, Coltlwbin, C arlield. Asalin, _ _�_•. Ferry. Oknnoann, Chrr•tt. D,)4S,1:lg a:xi Veiti)further t+•,iNrinakers.,...... 12.6te,150. Cararit Rurrth of 1111:11wa • S). Anrd in roa ll"r• not.ce. 3►rkb.taycra..„....„.. 11.0 to 33.5. Lion with Inttlan ernployintInt. g-i!-ts of auk QLr;K•utrrs:........... 09.8 to 12.3. Other rnUnt148 ItWICCIM Ill rescl'vatlons In. (kenrrettlntshers.. 11.51c :00, rorpot.tin(; partiotls of file IjUrive (lrr:,; i;:Icetrlc,ans........... 1C.0 to 12.5.. Idaho: 11-uti ary. Bonner, Kootenal, qho• Ironworkers„........ 10.0to12.5. r;114D11C, M'IX.aah, L.niteh. C',earwaler, Nrr. Qttrcralirir 10.2 to 12.7. a ngirwels, force. Leiria, said Idaho• and in connertlrm I'ntrdcrs................. 100to32.5. with Indlan climlovriwrit. tiny othvr Well- 11'himbein rtnd AP.0 to 12.4. tors Inc'luut•d In reserv:01aces, part of which litters are In the above countess. shcetmctal 10.8 to 13.3. worYcrs. ' 1Lnl or..ra.............„. 09.5 to 12.0. GOALO AND TIM-r•Ant.ES d ll oll:re................ 10.0 to 12.5. • ,—..._ ..._. _.._� —. -------- 1•inxtobtc __._� ''8'tndc ®owl PORTLANO.(JIM0. Iverecot) Area Covered—lvTitltnuinah. CJ;erkam:ls, antl l!•i'elSllhle(toll CulentlCB',Orrig. Until lug-tiler All........................ 2.0and not We. olecm. 00ACS AND T"aL-rA11Lt3 �— -- T'ImrleDle Trade Goal j ® (1+ctetnt.) TACOMA.WAS)1. Area coteird—Plerce, Thtirstoii, Mnscn, Until further All...„........... . 6.5 to B.S. Lt•wN. Clray.s Harbor. and 3' cil1, Coutipes, Wash. . SCAMP.',WASII. • GOALS Ales Ttn;c:r.nl.es 11• Arco'corered—Kith;Cuurity.Wash. 4 .—._.__•._._ GOALS AND T1At1:'rAIILMS Timetable Tiedc Goal (I'crecitt) 'Pirlrt4116 Trade 0041 ---- i I (pcvr,110 Until further Ail........................... 12.2 1.18.0. Vv,:)furtia" All.......... 0.0 to 11.r. ----------- »-- notlrc. EPA Doc,98-0084 Filed 4-8-78;6:44 arnl i i � l , j r gt✓l!left. 1: ll:l`.l'Z, 'v.'ri. 10. NCB. 64•-I' IUAV, 0,rWk 70 1 r!p �. NIIARY...QQ ITS - 1425 'Davis-Bacon Act Regulations The fyiiowing dauses:must be included in all contracts which are subject a the Lhivis-Bacon Act provisiotis: (29 C.T.it. §5.5). (1) Minimum wagers, (i) All mechanics and laborers em• (2) Withholdings. The (write in name of Federal agency) played or working upon Life site of the work, or under the may withhold or cause to be withheld from the contractor so United Statas Housing Act of 1937 or under the Housing Act much of the accrued payments or advances as may be con. of 1949 in the construction or development of the project,will siderad necessary Lo pay laborers anti mechanics, including; be paid unconditionally and not less often than once a week, apprentices anti trainees, employed by the contractor or any and without subsequent deduction or rebate on any account subcontractor on the work the full amount of wages requires1 (except such payroll deductions as are permitted by reg,►ula- I the contract. In the event of failure >3+ to fray any laborer or Lions issued by the Secretary of 4Abor under the Copeland Act mechanic, including any apprentice or L¢ainee, employed nr (29 CPR Part 3)). the full amounts due at time of payment working on the site of the work or under the Unite) States computed at wage rates not less than those contained in the ilousing Act of 1937 or under the I(ous ng Act of 1949 in the wage determination decision of the Secretary of Labor which. construction or development of the project, all or part of the is attached hereto and,made a part hereof, regardless of any wages nrquiretl by the contract. the Xgenct) may, after contractual relationship which may be rtliegel to exist be- written notice to the contractor. spxinsor. applicant,or owner, tween the contractor and such laborers and mechanics-, and take surb action as may be necessary taoiCcxuse the susixrnsion the wage'determination decision shall be posted by the con• of any further payment,advance,or guarantee of funds until tractor at the site of the work in a prominent, place where it such violationit have reased. enn he easily corn by the workers. Fnr the purpose of this (3) Payrolls and hack records. (i) fin colts and basic rer- clause. contributions made or costs reasonably anticipated orris relating, thereto will tx+ niaintainr4 during the course of under section l(b)(2) of the Davis-Bacon Act on behalf of Lhe work and preserved for a period of throe tears thereafter laborers or mechanics are considered wages paid to such la- for all laborers and mechanics working at the site of the work. borers or mechanics, subject to the provisions of 29 CFR or under the United States I fousing Actl of 1937.or under they b.5fa1111(iv). Also for the purpose of this clause, regular con- Ilousi'4Act of 1949, in the cnnstnutiol a or development of tributions made or costs incurred for rtore than it weekly the project.Such records will contain the name and address of period under plans.,funds, or programs, but covering; the each such employer. his correct classifmation: rates of pay particulnr weekly period, are deemed to be constructively (including ragas of contributions or roasts anticipated of the S made or incurred during such weekly period. types described in section 11h)(2) of tine Davis-Racin Act). hi) The contracting officer shall require that any class,of daily and weekly number of hours worked, deductions made laborers or mechanics, including apprentices And trainees. and actual waiwa paid. Whenever the SmIrotary of 1 ahor has which is not listed in the wage determination and which is W found under 29011.5.5(a)(1)(N I that the wages of any laborer be employed under the contract. shall be classified or reclassi- or mechanic include the amount of any costs reasonably an- fied conformably to the wage determination and a report of t.icipated in providing; benefits under a plan or program the action taken shall be sent by the Federal agency to the described in section l(b)12 M) of the D7 vis-Bacon Act. the Secretary of Labor. in the event the interested parties cannot contractor shall maintain records which show that the agree on the proper classification or reclassification of a par• commitment to provide such benefits is enforceable. that the ticular class of laborers and mechanics, including apprentices plan or program is financially responsible and that the plan or and trainees, to be used, the question accompanied by the program has been communicated in writing to the tahorers or recommendation of the contracting officer shall be referred to mechanics affected, and records which show the costs the Secretary for final determination. anticipated or the actual cost incurred in providing such bene- (iiil The contracting officer shall require., whenever the fits. if minimum wage rate prescribed in the contrawt for a class of 60 The contractor will submit weekly a copy of all pay- laborers or mechanics includes a fringe benefit which is not ex- rolls to the City of Huntington Beach if pressed as an hourly wage rate and the contractor is ohlig rated the agency is a party to the Contract.but if the agency is not to pay a cash equivalent of such a fringe benefit, an hourly such a party the contractor will submit the payrolls to the cash equivalent thereof to tie established. In the event the applicant. sponsor, or owner, at Lite car may be. fr+r trans- interested parties canntit agree upon a cash etuivalent of the mission to the City Of 11.B. The copy shall 1w ac- frieigse benefit. the question, accompanied by the re-om• companied by a statement sig�neu by the Zployer or his agent 16 nx'ndnl inn of Lite contracting officer, shall be referred to the indicating that.the payrolls are corwL aril complete.that the Secrewry of I.trlxrr for wage rates Contained (livivin are not less than th,we (iv) If ltle rttnl.MelRlr dlgVi tgtl ttNlkP payments ton tnrster. determined by the Secretary of l.alxir aria that the clacsifica- or ether thirst person, he way ronsider its pout of the wages of dotes set forth for each lalgrrrr or rrtcekianic conform with the any Inhorer or nu-chnnic the amotint of arty costs reasonathly work he performed. A submission of a �'U'rekly Statement of Ant icipuul.ed in providing benefits under n pinn or program of a Compliance" which is rctguirtd under this contract and the typo expressly Hotted in the wage deterotinatiun decision of the Copeland regulations of t he Secretary of Lalgrr(29 CFR. Part . Sivretrtry of l,wix)r which is A part of Lhis contract:.Pror'idrd. 31 And the filings with the initial pay"I or any suhsrrguent hetterver. The Seen-tary of Labor has found, upon the written payroll of a copy of any findings bt the Secretary of Latxir reegursl of the contractor, that the npplicable standards of the under 29 CFlt 5.50)O060 shall satisfy this requirement.The I laviit•lincon Art have been met. The Seerelary of Labor may prima contractor shalt lie resprinsibk Or the submission of reipuire t lie contractor I set Ankh-in it separm a account Assets cnpiea of payrolls of all subcont►aeteirt. 1 tM contractor will for the meeting of obligations under the plan or program. make the records required under the ga r standards clauses -'S6— ouppiementary Conditions ' Page.�.2 of the cnnLract available for inspection by authorized repre- longer be permitted to utilize trainees at less than the appli- sentatives of the and the Depart• cable predetermined rate for the work performed until an ac• merit of Labor, and will permit such representatives to caeptable program is approved. interview employees during working; hours on the job. Con- (sail Eilual employment opportunity.The utilization of ap- tractors employing apprentices or trainees under approved prentices,trainees and 'journeymen under this part shall be in programs shall include a notation on the first weekly certified conformity with the equal employment opportunity require- payrolls submitted to the contracting agencies that their meats of I-"xccutive Order 11246. as amended, and 29 CF'It employment is pursuant to an approved program and shall fart 30. identify the program. (5) C.nntpliance with Copeland Regulations (219 CFR Port (4) Apprentices and trainees—lit Apprentices. Appren- 3). The contractor shall comply with the Copeland liegruln- tices will be permitted to work at less than the predetermined) Lions (29 CFI( fart 3) of the Secretary of Labor which are rate fnr the work they performed when they are employed and herein incorporated by reference. individually registered in a bona fide apprenticeship program (6) Subcontracts. The contractor will insert in any sub- registered with the U.S. Department of Labor, Employment contracts the clauses contained in 29 CFR S.SIa)(1! through and Training Administration, Bureau of Apprenticeship and (:t)and (7)and such other clauses as the(write in the name of Training, or with a State Apprenticeship Agency recognized Federal agency)may by appropriate instructions require,and by the Bureau,or if a person is employed in his first 90 days of also a clause requiring; the subcontractors to include these probationary employment as an apprentice in such an appren- clauses in any lower tier subcontracts which they may enter ticeship program, who is not individually registered in the into, together with a clause requiring this insertion in any program,but who has been certified by the Bureau of Appren• further subcontracts that may in turn be made. ticeship end Training or a State Apprenticeship Agency (7) Contract termination;debarment. A breach of clauses (where appropriate) to be eligible for probationary employ- (1) through (6) may be grounds for termination of Lite con- ment as an apprentice. The allowable ratio of apprentices to tract, and for debarment as provided in 29 CFR 5.6. journeymen in any craft classification shall, not be greater than the ratio permitted to the contractor as to his entire work [29 C.F.R. §5.5(e) force under the registered program. Any employee listed on a payroll at an apprentice wage rate, who is not a trainee as de- Additional prOV1S1Ot1S which must: LiC in. fined in subdivision fii► of this subparagraph.or is not reggis• tered or otherwise employed as stated above, shall be paid the ClutiCd are: wage rate determined by the Secretary of Labor for the classi- (1) Overtime requirements..No contractor or subcontrac- fication of work he actually performed,The contractor or sub- for contracting for any part of the contract work which may contractor will be required to furnish to the contracting officer require or involve the employment of laborers or mechanics or a representative of the Wage-Your Division of the U.S. shall require or permit any laborer or mechanic in any Department of Labor written evidence of the registration of workweek in which he is employed on such work to work in his program and apprentices as well as the appropriate ratios excess of eight hours in any calendar day or in excess of forty and wage rates (expressed in percentages of the journeyman hours in such workweek unless such laborer or mechanic hourly rates), for the area of construction prior to using any receives compensution at a rate not less than one and one-half apprentices on the contract work.The wage rate paid appren• times his basic rate of pay for all hours worked in excess of tices shall be not less than the appropriate percentage of the eight hours in any calendar day or in excess of forty hours in journeyman's rate contained in the applicable wage deter- such workweek, as the case may be. mination. 12► Violation; liability for unpaid wage,s; liquidated dam- lii► Trainees. Except as provided in 29 CM 5.15 trainees ages. In the event of any violation of the clause set forth in will not be permitted to work at less than Lite predetermined subparagraph (1), the contractor and any subcontractor rate for the work performed unless they are rmpinyed responsible therefor shall he liable to any affected employee pursuant to and individuaay registered in a program which for his unpaid wages. in addition, such contractor and sub- has received prior approval,.evidenced by fo rmal certification, contractor shall he liable to.the United States (in the case of by the U.S. Department of Labor, Prnploytrtent.nod Training work done under contract for the District of Columbia or a ter- Administration, Bureau of Apprendemmitip and Training. The riLttry, to such District or to such territory). for liquidated ratio of trainees to journeymen shall not be greater than dantagtes.Such liquidated damages shall he coniputed'w ith m. permitted under the plan approved by the Bureau of Appren• spect to each individual laborer or mechanic employed in viola- ticeship and Training. F;very trainee must he paid at not less Lion of the clause set forth in subparagraph(11. in the gum of than the rate specified in Lite approved program for his level of $10 for each calendar day on which ouch employee was re. progress. Any employex listed on the. payroll at a trainee rate quiryed or permitted to work in excess of eight hours or in ex• who in not registered and participa(iogl in a training;pinn ap. teas of the standard workweek of forty hours without payment proved by the Bureau of Apprenticeship anti Trniningg shall be of the overtime wages required by the clause set forth in sub. paid not leas than the wage role determined by the Secretary paragraph (1). of Labor for the clnssifiratitm of work he actually performed. (3) W'ithholding; for unludd triages and liquidated dam- 'T'ht•coot t actor or Pit cntitrnctor will be reyuirtvl(a furnish the ages. The City of 1-1 .B. rupy with- cunt rnrt in officer or a regtrecenlnt.ive of t he Wage.I lour Divi• hold or cause to be wit hheld,from rem moneys poyable on ac- Moo of the U.S. DepartmMnt of Labor written evidence of the count of work performed by the contractor or subcontractor, certification of his program, the reg istrtation of the trainees, such sums as may administratively be determined to be neces- and the rat-ins and wage rates prescribed in that ling;ram. In spry to satisfy any liabilities of such enntractor or suhmntrac- the event the Bureau of Apprenticeship and Trnining with. for for unpaid wages and liquidated damages as provided in draws approval of a training;program, the contractor will no the clause set forth in subparagraph 12). -57- (4) Subcontracts. The .contractor shall insert in any subcontracts the clauses set forth in subparagraph-, (1), (2), and (3) of this paragraph and also a clause requiring; the sub- contractors to include these clauses in any lower tier subcon- tracts which they may enter into, together with a clause requiring this insertion in any further subcontracts that may in turn be•made. N i I� :i i I t� y n l� �ut,i,lc ,r,cnlaay konaitions 1 Page 3 . In the even t,f the Con lracIoI'a nr,ncompItuncr : ti lht• nnndt',cnm,u tool i t nip.. MI thl. t untr—1 i.r ..11, uny Of the suid rul':', Ie Kulnlions, or onkrx, thin Mlly be c411crlv11, IC Mn,n,J„d, u, su�pc nded - , 1-1,- or to part and the Contractor muybe decloted Inehitthlr• Ila fuliher KoveI-I-It reIntim.lx or fedrtolly u4-gird eonatruetion eontluela 1n accordance with proeedun:s uulhorued In Executive Order I1'246 of Srp1rm41rl 14, 1 1965, and such other ssneifons may be Imposed and remedies invoked as p(ovidcd In Exaeutive.Order 11146 of September 24, 19GS, or by rule, regulation, or aide? of the Secretary of Labor, or as otherwise provided by low, The Contractor will Include the portion of the sentence immediately preceding paragraph A and the prc• vision& of paragraphs A through C in every subcontract or purchase order unless exempted by rules„rei:ula- tlons, or orders of the Secrelary of Labor Issued pursuant to section 204 of F,ttecutive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontractor or vendor. The Con- 1 tractor will take such action with respect to any subcontract or purchase order as the Federal }lousing Commissioner may direct as a means of enforcing such provisions, Including sanctions for noncompliance: ' Provided.however,that in the event the Contractor becomes involved In, or Is Ihrentened with, litigation wuh a subcontractor or vendor as a result of such direction by the Federal (lousing Commissioner,the'Contractor may request the United Stales to enter lnlo such litigation to protect the Interests of the United Stater.. r . *U.S.GOVERNMENT FAINTING OFFIC., 1973 794.514/510) 1 . ti . The Contractor will not discriminate against any r employee or applicant for employment because of sex . In arr.ordance with the provisions of Section 3700 of the State Labor Code , every contractor will be required to secure the payment of compensation to this employee . The handicapped will be included in the provisions of the Davis/Bacon Act . I The Department of Industrial Relations requires that all aliens used on any project must carry an alien work card which will be shown to the Inspector on the project. 1 I , HIRING LOCAL QUALIFIED MINOROITY INDIVIDUALS The contract shall comply with Section III , 1968 Housing and Community Development Block Grant , Section 20-amended : the contractor shall attempt to hire local qualified minority individuals when job opportunities occur, and utilize local business firms when possible. I The contractor shall document his efforts to comely with Section III and transmit his doucmentation to the Engineer during the course of construction and will submit a Jffinal report at the completion of the job. I -59- low 11W m STATE: California COD nIES: Imparial, Ynyo, Kern, Lags Angeles, ftw, Orange, Riverside. Ban Bernardino, San Luis Obispo, lama Barbara and Ventura YSION t8()AZERe CADO-5117 DASEe Date of Publication upersades Decision Va. CA70-5123 dated August 16, 1978, in 43 FR 36839 DECISION NO. CASO-S117 Page 2 DESCRIPTION OPWORR: Building projects (does not include single family !ems and apartments up to and incluiing 4 stories), Naavy and Bighway Projects and Dredging ®� r Basic C'�BwarGs ragveya9a NOMY Ed-.Oc. Mac r.9ap,BcaaQw ra9pcsaes RataO H a w raasltas vacown 0.4*, Edeetsa ELECTRYCIA.9S:• (Cont'd) APB T� RV*8 N E B Psadcos Yassfioa sod/or Area 3: (Cont'd) s5 Appr.Tr. Tunnel: BESTOB WORKERS 816.20 $1.30 $1.37 .07 Electricians $13.52 $1.05 11+1.70 .02 � BO ERS 15.21 1.275 1.25 1.00 .04 Cable Splicers 13.82 1.05 11+1.70 .02 COAVE118t Stonemasons:* Sound Technicians: At" 1 14.09 1.13 1.34 .12 Sound Technicians (on Area 2 14.49 1.05 2.11 .10 new building Area 3 13.35 1.30 1.15 .05 Soouunndd Technicians 12.67 .7S 30 eians (on Area 4 modification of existing e Area 5 13.85 1.20 2.35 .07 buildings) 16.74 .75 31 c� Area 6 14.37 1.15 1.50 .05 Area 4: p BRICK TMERS 9.48 1.25 2.55 .95 .12 Electricians 16.39 .81 31+1.45 .02 CARPE1MRS: Cable Splicers 17.14 .81 31+1.45 .02 ) Carpenters 11.57 1.62 2.16 1.00 .09 Area 5: w Ch Sam Filers 11.65 1.63 2.16 1.00 .09 O Table Power Saw Operators 11.67 1.63 2.16 1.00 .09 Electricians 1 .85 ( Shinglers; Piledrivorman, Cables Splicers 16..06 6 .85 3 3%++2.00 .04 2.00 .04 Area 6: • Bridge or Dock Carpenters; Electricians 14.90 1.21 31+2.90 .04 O Derrick Bargeman; Rock ta Slinger 11.70 1.63 2.16 1.00 .09 Cable Splicers 15.40 1.21 3t+2.90 Od 'Funnel: Bardscaod Floor Layer® 11.77 1.63 2.16 1.00 .09 ZlectP€tewatio Nailsr 11.82 1.63 2.16 1.00 .09 Cable Spliceans 16.69 1.21 3%+2.90 .04 c Millwrights 22.07 1.63 2.16 1.00 .09 Area7: Splicers 16.69 1.21 31+2.90 .04 CENW37 l81SOtS: Electricians 16.19 1.23 31+1.50 .03 coment ►aasona 9.41 1,10 1.75 1.00 .00 Cable Splicers 17.79 1.23 31+1.50 .03 Cent Floating and Area 8: Trowoling Machine 9.66 1.10 1.75 1.00 .08 Electricians 16.10 1.10 31+1.50 .O3 fg DRYWALL Installers 12.53 1.63 2.16 1.00 .09 Cable Splicers 17.10 1.10 7/+1.50 •0) �¢ ELECiRYCIAkSt° Area 91 Ar®e 1: Electricians 16.71 1.20 31+1.95 .02 Electricians 15.99 .75 31+1.71 •09 Cable Splicers 18.36 1.20 31+1.95 .02' Cable Splicers 16.28 .75 31+1.71 .09 ELEVATUR CONSTRUCTORS:° Area 2: Area 1: Electricians; Technicians 16.00 1.10 31+1.95 .is Elevator Constructors 15.41 1.045 .82 a .035 Cable Splicers 17.60 1.10 31+1.95 .is Area 2: Area 3: Elevator Constructors 16.37 .895 .82 a .035 Electricians 13.12._ 1.15 31+1.95 .12 Cab10 Splicers 13.42 1.15 Yt61.95 .12 Traffic signal and Street *SEE AREA DESCRIPTIONS - A gg � LEYeetrletan0 13.12 1.15 3t+1.95 .12 following page w Utility Technician No.l 9.84 1.15 31+1.95 .12 Utility Technician Ho.2 9.18 1.13 3t+1.95 .12 *SEE. AREA DESCRIPTIONS Pogo 3 DECISION NO. CAGO-5117 page 4 DECISION NO. CASO-5117 Page 3 AWA DESCRIPTIONS ' 581ie 6,6a�SOM8406 Pejw=aa ND%Ar E ! Ron M i W Pea wstw" C�Ales BRICKLAYERS: Stonemasons: Area 1: Imperial County GLAZIERS:® Area 2: Inyo, Kern and Mono Countiee Area 1 $10.90 .67 .90 Area 3: We Angeles and Orange Counties Area 2 11.19 .67 1.45 .04 Area 4: Riverside and San Bernardino Countiec IRONWORKERS: Area 5: Santa Barbara and San Luis Obispo Counties Pence Erectors 11.11 1.24 2.47 1.65 .07 Area 6: Ventura County Reinforcing 12.00 1.29 2.47 1.45 .07 Ornamental; Structural 12.00 1.29 2.47 1.65 .07 IRRIGATION and LAWN XLECTRICIMIS: SPRINKLERS:• Area 1: Imperial County Area 1 10.45 10% 16% 13% 1t Area 2: Kern County LATHERS: a Area 3: Los,Angeles County Area 1 9.13 .60 1.30 .70 .05 c Area 4: Orango County Area 2 12.SO .70 .90 .03 ° Area S: Riverside County Area 3 11.98 1.05 1.13 1.S0 .02 e Area 6: Inyo, Mono anal San Bernardino Counties Area 4 7.72 .87 3.20 Area 7: San Luis Obispo County . . . Area 5 11.67 .82 1.2S 1.50 Area 8: Santa Barbara County- Area 6 12.50 .85 1.00 .SO .03 c Ara& 8: Ventura County LINE CONSTRUCTION:* e Area 1: e 0N Groundmon 11.44 .75 314+1.45 H ZLEVASOR CONSTRUCIORSs Linemen 14.30 .75 39+1.45 1 Area 1: Imperial, Inyo, Kern (south of Tehachapi Range), Cable Splicers 14.58 .75 3t+1.45 Loss Angeles, Kono, orange, Riverside, San Bernardino, Area 2: Ma Lugo Obispo, Santa emrbara and Ventura Counties Ground€ n 9.94 .90 1t+1.60 .15 c Area 2t Kern County (north of Tehachapi Rang©) Linemen 13.25 .90 3t+1.60 .15 e Cable Splicers 14.58 .90 3t+1.60 .15 Arm 3: Groundman, 1st year 11.43 .81 3t+1.45 .02 e Groundman, after 1st year 12.12 .61 38+1.45 .02 Lineman, Heavy Equipment Operators 14.04 .61 3t+1.45 :02 e Cable Splicers 14.69 .81 3t+1.45 .OR Area 4: Groundmon 9.96 1.25 31+1.95 Lineman 13.14 1.25 34+1.95 Cable Splicers 13.44 1.25 3t+1.95 ° Area S: s Ground=n 9.41 1.11 38+2.00 .04 I Lineman 12.72 1.11 3t+2.00 .04 f Cable Splicers 13.44 1.11 3".2.00 •Sett AREA DESCRIPTIONS m Pam 6 , ' D ° D e a DECISION NO. CABO-SI17 Page 4 DECISION NO. CABO-5117 Page 3 AREA DESCRIPTIONS ` Basic f.iwga Be"it$Pwy€oen:s "*-IF 6�,¢04iOe Ite:es !6 i Pew®im*e V•eviao woA/wr BRICKLAYERS; Stonemasons-. Area 1: Imperial County GLAZIERS:* Area 2: Inyo, Kern and Mono Counties Area 1 $10.90 .67 .90 Area 3: Los Angeles and Orange Counties Area 2 11.19 .67 1.45 .04 p Area 4: Riverside and San Bernardino Counties IRONWORKEPS. Area S: Santa Barbara and San Luis Obispo Counties Fence Erectors 11.11 1.29 2.47 1.65 .07 Area 6: Ventura County Reinforcing 12.00 1.29 2.47 1.65 .07 Ornamental; Structural 12.00 1.29 2.47 1.65 .07 c, IRRIGATION and LAWN ELECTRICIANS: SPRINKLERS;* Area 1; Imperial County Area 1 10.4S 10% 16% 13% it Area 2: Kern County LATHERS: Area 3: Los Angeles County Area 1 9.13 .60 1.30 .70 .05 Area 4: Orange County Area 2 12.50 .70 .90 .03 - Area S. Riverside County Area 3 11.98 1.05 1.13 1.50 .02 Area 6: Inyo, Mono and San Bernardino Counties Area 4 7.72 .07 3.20 Area 7: Sara Luis Obispo County Area 5 11.67 .112 1.25 1.50 Area 8: Santa Barbaya County Area 6 12.SO .05 1.00 .50 .03 ( Area 9: Ventura County LINE CONSTRUCTION:* a o) Area 1: e N Groundmen 11.44 .75 3i+1.4S s` ( ELEVATOR CONSTRUCTORS: Linemen 14.30 .75 36+1.45 Area 1: Imperial, Inyo, Kern (south of Tehachapi Range), Cable Splicers 14.58 .75 38+1.45 Los Angeles, Mono, Orange, Riverside, San Bernardino, Area 2: San Luis Obispo, Santa Barbara and Ventura Counties Groundmen 9.94 .90 3t+1.60 .15 R Area 2: Kern County (north of Tehachapi Range) Linn 13.25 .90 3%+1.60 .15 c¢ Cable Splicers 24.58 .90 39+1.60 .15 Area 3: a Gioundman, 1st year 11.43 .81 3t+1.45 .02 n Groundman, after lot year 12.12 .81 •3%+1.45 .02 Lineman, Heavy Equipment 4 Operators 14.04 .el 3®+1.45 :02 Cable Splicers 14.69 .81 3t+1.45 .02 Area 4: Groundmen 9.66 1.25 31+1.95 Linemen 13.14 1.2S 3t+1.95 Cable Splicers 13.44 1.25 34+1.95 's0 Area S: C Groundmen 9.41 1.11 34+2.00 .04 Linemen 12.72 1.11 3%+2.00 .04 Cable Splicers 13.44 1.11 3t+2.00 .04 - - - - - - -- - *See AREA DESCRIPTIONS Page 6 a f ECISION 140. CA80-5117 sage I DECISION NO. CA80-5117 Page 8 �,IA9Q�QA P�i14 POyaPA14 �fl A(fC�QA QIItb PPya¢Otb Boaic ODIC . H-lp Ebcotioa H R Po otct N 8 V PbiaAb tlocotiaa end.or R 9 EbcooioA otob N 8 U PoA bioAb tlocotioA owd'or App.Yr. PAINTERS:* (COnt'd) pppr.Yr. PAINTERS:' (Cont'd) Parking Lot Striainq Mork Area 2 $12.73 .86 .80 .60 .02 and/or Highway 'Markers: BrushArea Is Structural steel and bridge; Paint Burner 12.85 .86 .80 .60 .02 Striper $11.82 .55 .40 b Tapers 14.06 .86 .80 .60 .02 Traffic AppDellicator; Brush SwingStage (13 Device Applicator; o g g4hool Stop Installer; �. stories or less); Pape-- Traffic Surface; hangers; Sandblasters; Sandblaster 10.72 .85 .50 b Spray Painters 13.13 .86 .80 .60 .02 Slurry Seal Operation: a Brush Swing Stage (over 13 r4ixor 10.72 .85 .50 b o stories) 13.10 .86 .80 .60 .02 Dquaogoo pan 9.14 .85 .50 b Structural steel and 0 (I1 Applicator Operator 4.14 .85 .50 b bridge, Swing . g Stage 9 Shuttleman 9.14 .85 .50 b stories or less) 13.13 .86 .80 .60 .02 Top pan 7.60 .85 .50 b � Structural steel and Aaoa 2: bridge, Suing Stage (ox- Traffic DolLnoating W cOOa of 13 ogorios) 13.25 .86 BO 60 .02 Device Applicator 10.72 .85 .50 b ( Spray Paintorr Sandblaoter Uheol Stop Installer; Sur- Swing Stage JaMC008 of face Sandblaster 10.72 .85 .50 b S 13 otorias) 1).35 .86 .80 .60 .02 otuipor 10.33 .85 .50 b Spray Paintgro; Sand- Blurry Seal Operation: blootar, Swing Stage (13 121x©r Operator 10.B3 .85 .50 b otosloo or l000)t Past Szguaegea titan 9.14 .85 .50 b PMachino; Special coating Applicator Operator 0.54 .85 .50 b p Spray 12.91 .71 '.80 .60 .02 ghuttleman 9.14 .85 .50 b Stooplejach 13.65 .71 .80 .60 .02 sop Man 7.60 .85 .50 b Area 3: pLASTMRER$: Bruoh 10.23 .80 .90 .03 Area 1 11.03 Brush or Roller (owing Area 2 12.33 .93 1.85 .12 stage); Paperhangers; Ar©a 3 15.95 .01 Taping Joint Sheet Rock 10.48 .80 .90 .03 Area 4 12.00 Spray; Sandblasters 10.73 .80 .90 .03 Area 5 8.69 .70 1.05 .01 Steeplejack 11.73 .80 .90 .03 Area 6 14.51 1.30 3.00. .02 Area 4s PLASTERERS TENDERS: Bruohl Pot Tondos 13.41 1.25 1.40 .03 Area 1 11.77 1.25 2.55 Paparhangerer Paoto Ma- $son 2 10.92 1.25 2.55 .95 z chine Operators; Iron Area 3 11.77 1.25 2.55 1.10 and Steel 13.66 1.25 1.40 ,03 Area 4 10.08 1.25 2.55 1.15 F Spray; Tapeol s&ndglasters 13.91 1.25 1.40 .03 Area 5 12.43 1.25 2.55 .95 Steeplejach 14.41 1.25 1.40 .03 Area 6 13.50 1.23 2.60 1.10 0SrF AREA DESCRIPTIONS °Si't' i•.;tEr+ nr.,Icr,tr•riort.^, - IFollr.winq Page a� ya W DECISION NO. CASO-5117 Page 11 DECISION NO. CABO-5117 Page 12 AREA DESCRIPTIONS PLUMBERS; Steamfitters: AREA DESCRIPTIONS Area 1: Imperial, Los Angeles, Orange, Riverside, San TILE SETTERS: Bernardino, San Luis Obispo, Santa Barbara and Counties Area 1: Imperial County Area 2: Venturaent Kern, and Mono Counties Area 2: Los Anglees, Orange and Ventura Counties Area 3: San Leis Obispo and Santa Barbara Counties REFRIGEPATION and AIR CONDITIONING: Area 4: Riverside and San Bernardino Counties Area 1: Riverside and San Bernardino Counties Area 5: Inyo, Kern and Mono Counties Area 2: Los Angeles and Orange Counties TILE FINISHERS: 'GOFERS: Area It Los Angeles, Orange, and Ventura Counties 'Area 1: Imperial County Area 2: Inyo, Kern and Mono Counties Area 3: Riverside and San Bernardino Counties Area 4: Los Angeles, Orange and Ventura Counties PAID HOLIDAYSt Area 5: San Luis Obispo and Santa Barbara Counties A-Now y®a a Day; 5-Memorial Oayt C.Indendencg Day; SHF.Ei METAL WORKERS: D-Labor Dayt &-Thanksgiving Day; B-Christmas Day � Area 1: Imperial County °0 Area 2: Kern County and all of Inyo and Mono Counties, FOOTNOTES: Los Angeles County (that portion north of a a. Employer contributes BB of basic hourly rate for over 5 years' straight lino drawn between Gorman and big service and 6% of basic hourly rate for 6 months to 5 years' 0 Area 1: PineAngeles County (remaining portion) service as Vacation Pay Credit. Six Palo holidays: A thr@ugh F r- Log( Area 4: Orange County b. Employer contributes 62 3 � G1 Area 5: Riverside and San Bernardino Counties Y , per thus it t year f employment, plus 5.14 .ra Area 6: San Luis Obispo, Santa Barbara and Ventura Counties Her hour le Vacation Fund for the first year of employment, 1 year but less than 5 Ye4as i.14 per houF to vacation Fund, 5 � ( years but less than 10 years $.44 per hour to Vacation Fund, .� SOFT FLOOR LAYERS: over 10 years $.54 per hour to Vacation Fund N Area 1: Imperial County Area 2: Los Angeles, Orange, Riverside, Santa Barbara, a San Luis Obispo, San Bernardino and Ventura Counties Area 3: Kern County, including that portion lying east of the Los Angeles Aqueduct and that portion of Inyo County included within the Inyo-Kern Naval Reservation • FG SPRINKLER FITTERS: Area 1: Imperial, Inyo, Kern, Mono, Orange (except Santa Ana),- Riverside, San Bernardino (except Ontario, San Luis Obispo, Santa Barbara and Ventura (except Santa Paula, cd Point Mugu and Port 1!ueneme) Area 2: Los Angeles (Los Angeles City and Area within 25 miles `a and Pomona), Orange (Santa Ana); San Bernardino (Ontario) , and Ventura (Santa Paula, Point Mugu and Port Hueneme) _ TERRAZZO WORKERS: Area It Imperial County ' 0 r_ 0 uc t� ad cat DECISION NO. CA80-5117 Page 14 LABORERS Group 1: Cleaning and Handling of Panels Forms; Concrete Screedina D&XISION R1O. CA80-3fl17 Page 13 for rough strike-off; Concrete, water curing; Demolition Laborer, the cleaning of brick and lumber; Dry Packing of concrete, plugging, filling of Shee-bolt Holes; Fire watcher, Limber, Brush Loaders, Pilers and Debris Handlers; Flagran; Gas, Oil and/or water Pipeline t.;nqv e000fr,Pop�c�r. Laborer; Laborer, enera l or construction; Laborer, p; fdoa;c 9 general cleans Noo,ln Ebconoa Laborer, landscaping; Laborer, jetting, temporary water and air lines; Roma N 9 a Poonionn vocorson Dad/a. Hateiral Hoiseman (balls, slabs, floors and decks)t Rigging and app,.Tv Signaling; Scaler; Slip Form Raisers; Slurry Seal Crean (Nixer Open LABORERS: rater, Applicator Operator, Squeegee Man, Shuttle Man, `fop Flan); Group 1 9.98 $1.05 $2.55 .95 .12 Striper, concrete or other paved surfaces; Tarman and Nortar Flan; Group 2 9.98 1.05 2.55 .95 .12 Tool Crib or Tool House Laborer; Traffic Delineating Device Appli- Group 3 9.13 1.05 2.55 .95 .12 cator; window Cleaner; wise Mesh, pulling all concrete pouring Group 4 9.48 1.05 2.55 .95 .12 operations Group 5 9.63 1.05 2.55 .95 .12 Group 2: Asphalt Shoveler; Cement Dumper (on 1 yard or larger mixer and handling bulk cement); Cesspool Digger and Installer, Chuck- (GUNNITE) tender; Chute Klan, pouring concrete, the handling of the Chute From Ready Mix Trucks, such as walls, slabs, decks, floors, foundations, Group 1 10.72 1.25 2.55 .95 footings, curb, gutters and sideglaka; Concrete Curer, Impervious Group 2 10.a2 1.25 2.55 ,95 Nambrane and Form Oiler; CuttingTorch Operator (demolition); Fine Group 7 .2 1.25 2.55 .95 Grader, highways and street paving, airport, runways, and similar typo heavy construction; Gas, Oil and/or taater Pipelino wrapper, Dot Tender and Form Mani Guinerau Chaser; Headerboard Flan, asphalts (TURTin) Laborer, packing rod steel and pans; Poorer Broom Sweepers (otscall); Riprop Stonopavor, placing stono or wet sacked concrete; Roto Group 1 10.90 1.25 2.54 .95 Scraper and Tillort Sandblaster (Poe Tender); Septic Tank Digger Group 2 11.01 1.25 a.55 .95 and Installer (Loadman); Tank Scaler and Cleaners Troo Climber, Group 3 11.01 Pallor, Chain Saw Operator, Pittsburgh Chipper and similar typo Group 4 1.17 1.25 2.55 .95 1.25 2.55 .95 Brush Shredders; Underground Laboror, including Caisson Bollower Group 3s Asphalt Pzkor, Lutemon, %ronor and Asphalt Sproader Donea Ln W1 typoo); Suggymobilo Ran; Concroto Coro Cuttor, Grinder or ( Sandor; Concroto Cutting Torch; Concroto Sad Flan, cutting, scouring old or now concrete; Driller, Jackhammer, 21� ft. drill steel or longer; Dri Pak-it machine; Cam, Oil and/or water Pipeline wrapper, 6" pipe and over, by any method, inside and out; Hydro Seeder and similar type; Impact wrench, Mutli-plate; Kettlemen, Potmen and Mien applying asphakt, lay-kold, creosote, lime caustic and similar type materials ('applying" mono applying, dipping, brushing or handling of such materials for pipe wrapping and waterproofing); Operators of pneumatic, goo, electric tools, vibrating Machines, Pavement Breakoro, Air Baloting, Como-alongo, and similar mechanical tools not coperotoly classified herein; Pigalayerro Backyp man, coating, grouting, making of joints, sealing, caulking, diapering and in- cluding Rubber Gasket Joints, pointing and any and all other services; Rovk Slinger; Rotary Scarificer or multiple Head Concrete Chipping P Scafifier; Steel Headerboard Han and Guideline Setter; Tampers, Berko, tlackor and similar typos Wrenching Machine, ahnd propelled W§e%SIO24 no. CA80-5117 Page 15 > LABORERS (Cont'd) DECISION NO. CA80-5117 Page 16 Group 4: Cribber, Shorer, Lagging, Sheeting and Trench Bracing, t Hand-guided Lagging Hammer; Head Rock Slinger; Laser Beam; Over- size Concrete Vibrator Operator, 70 lbs. and over; Pipelayer, in- cluding water, sewage, solid, gas or air; Prefabricated Manhole fringe @¢atlirs Pop®cna Inat2,ller; Sandblaster (Nozzleman), water blasting; welding in Basic connection with Laborers' work Nowly Edy eoeion Rasa. H&N P-Sions vocoiioo end.o, Group 5: Blasters Pawderman, all work of loading holes, placing App,. r,. and blasting of all powder and explosives of whatever type, re- POWER EQUIPMENT OPERATORS: gardless of method used for such loading and plating; Driller: All DREDGING C6 power drills, excluding Jackhamr..er, whether Core, Diamond, wagon, (Hydraulic Suction Dredges) m aftaack, Multiple Unit, and any and all types of mechanical drills o LEVERmAN $11.60 .95 S2.00 .50 .04 5d HATCH ENGINEER; welder 11.02 .95 2.00 .50 .04 (GUNNITE) DECKMATE 10.54 ..95 2.00 .50 .04 ® WINCH.NAN (Stern winch or. Group :it Nozzlemen and Rodmen Dredge) 10.47 .95 2.00 .50 .04 w BARGE4AN; Deckhand; Fireman; Group 2t Gunmen Oiler; Leveehand 9.93 .95 2.00 .50 .04 (Clamshell Dredges) Group 3; R�aboundmen 9 LMRMAN 11.60 .95 2.00 .50 .04 WATCH ENGINEER 11.02 .95 2.00 .50 .04 (TUNNEL) DECKMATE 10.54 .95 2.00 .50 .04 G ) BARGE MATE 10.47 .95 7.00 .50 .01 GroupIt Batch Plant Laborers. Bull Gang Mucker, Trackman; BARGEMAN; Dockhand; Fireman; Concrete Crew, including Roddero and Spreaders; Changehouse- Oiler 9.93 .95 2.00 .50 .04 t�v man, Dumpaan; Dumpman (outside); Swamper (Brakeman and Switch- %8m on tunnel work); Tunnel ciaterials handling man; 'Pool Man POWER EQUIPMENT OPERATORS: ITy 3. Group 2; Cable Tender; Chuck Tender; Nipper; Steel Form Raiser Group 1 and Sottes's Helper; Vibratorman, Jackhammer, pneumatic tools 11.98 1.10 2.00 .85 .14 G (escopt Driller);; Loading and unloading Agitator Carey Pot Group 1 11.88 1.10 2.00 .85 ,14 Tender, usi4a mastic or other material© p 12.11 1.10 2.00 .85 .14 q Group 4 12.31 1.10 2.00 .85 ,14 Group 5 12.S3 1.10 2.00 .85 .14 m Grow 3; Balster, Driller, Powderman; Chemical Grout Jetman; `14 Chary Pickerman; Grout Gunman; Grout Mixerman; Grout Pumpman; Group 6 12.76 1.30 2.00 .85 .14 Jackleg K4iner; Jumbo Man; Kemper and other pneumatic concrete Group 7 12.93 1.10 2.00 .85 .14 w placer Operator; Miner, tunnel or nachine); Powderman Group 8 13.06 1,10 2.00 .65 .14 Group 9 13.06 1,10 2.00 .85 .14 � (Primer House); Primer Man; Shotcrete Man; Steel Form Raiser and Setter; Timberman; Retimber (wood or steel); Tunnel Con- crete Finisher; Nozzle;aan; Operating Troweling and/or Grouting Machine; Sandblaster Group 4: Shaft, Raise Hiner; Diamond Driller 0 . r' Gcy to �a NO. ChB;-5117 Page 17 DECISION No. CA80-5117 Page 18 � POWER UNIpME':7 Ci'CRATORS POWER EQUIPMENT OPEITGRS (Cont'd) � Group 1: Brakeman: Compressor (less than 600 C.F.M.); Engineer Group 6: Asphalt or Concrete Spreading (tamping or finishing): Oiler; Generator; Heavy Duty Repairman; Helper; Pump; Signal- Asphalt Paving Machine (Banc�r Greene or similar type): Bri,!•ie man; Switchmen Crane Operator; Cast-in-place Pipe Laying Machine; Combination Mixer and Compressor (Gunite work); Compactor, self-propelled; Group 2: Compressor (600 C.F.M. or larger); Concrete Mixer, skip Concrete Mixer - paving; Concrete Pump (truck mounted); Crane type, Conveyor; Fireman; Hydrostatic Pump; Oiler Crusher (asphalt Operator up to and including 25 ton capacity) (Long-boom pay or concrete plant); Plant Operator; Generator, Pump or Compressor; applicable); Crushing Plant; Drill Doctor; 'Elevating Grader; Rotary Drill Helper (oilfield); Skiploader, wheel type up to 3/4 Forklift (over 5 tons): Grade Checker; Grade-all: Groutinq yard w!thout attachments; Soils Field Technician; Tar Pot Fireman; Machine; Heading Shield; Heavy Duty Repairman; Hoist Operator Temporary Heating Plant; Trenching Machine Oiler; Truck Crane Oiler (Chicago Boom and similar type); Kolman Belt Loader and oimilar type; LeTourneau Blob Compactor or similar type; Lift Mobile; b Group 3: A-Frame or )}inch Truck; Elevator Operator (inside); Equip- Lift Slab machine (Vagtborg and similar types); Loader (Athey- -nt Greaser (rack); Ford Ferguson (with dragtype attachments); Euclid, Sierra and similar type); Mateiral Hoist; Mucking Ma- Holicopter gaidoman (ground); Power Concrete Curing Machine; Power chine (1/4 yard rubber tired, rail or track type) ; Pneumatic Concrete Saw; Power driven Jumbo Form Setter: Rosa Carrier (job Concrete Placing Machine (Hackley-Presswell or similar type); site); Stationary Pipo Wrapping and Cleaning Machine Pneumatic Heading Shield (tunnel); Pumperete Gun; Rotary Drill (excluding Caisson type); Rubber-tired Earth gloving Equipment a Group Q: Asphalt Plant Fireman; Boring Flachin®; Rottman or Mitterman (single engine, Caterpillar, Euclid, Athey Wagon, and oimilar (aopahlt or concrete); Chip Spreading Machine; Concrete Pump (small types with any and all attachments, over 25 yards struck); portable); Bridge type Unloader and Turntable; Dinkey Locomotive or (Rubber-tired Scraper (self-loading paddle wheel type, John Drere, Qa ;motorman (up to and inlcidung 10 tons); Equipment Greaser (Greaser 1040 and similar single unit); Skiploader (Crawler and wheel type, Truck); Helicopter Hoist; Highline Cableway Singlaman; Hydra-hammer- over 1� yards, up to and including 6% yards); Surface Heaters} and zero $tamper; Pori r Sweeper; Roller (compacting); Screed (asphalt or Planer; Trenching Machine (over 6 ft. depth capacity); Rower Crane; concrete); Trenching Machine (up to 6 ft.) Tractor Compressor Drill Combination; Tractor (any type larger than D-5-100 flywheel h.p. and over, or similar); Bulldozer, Tamper, Group 5: Asphalt Plant Engineer; Backhoe (up to and including 3/4 Scraper and Push Tractor single engine); Tractor (boot attachments); m yard); Batch Plant; Bit Sharpener; Concrete Joint Machine (canal Traveling Pipo Wrapping, Cleaning and Bending Machine; Tunnel w and oimilar type); Concrete Planer; Deck Engine; Derrickman (oil- Locomotive (over 30 tons); Shovel, Backhoe, Dragline, Clamshell field type); Drilling Machine Operator (including water wells); (over 3/4 yd. and up to 5 cu. yards m.r.c.) (Long boom pay applic ba - 61 Forklift (under 5 ton capacity); Hydrographic Seeder Machine (straw, able); Self-propelled Curb and Gutter Machine �l pulp or used); "lachino Tool Operator; Maginnis Internal Full Slab Vibrator; Mechanic Berm, Curb or Gutter (asphhlt or concrete); Me- Group 9;• Crane, over 25 ton up to and including 100 tons m.r.c. chanical Finisher (concrete-Clary, Johnson, Bidwell, or similar); (Long boom pay applicable); Derrick Barge (Long boom pay applicable); Pavement Breaker (truck mounted); Poad Oil Mixing Machine; Roller able); Dual Drum Mixer; Heavy Duty Repairman, welder combination: (asphalt cr finish); Rubber-tired Earth Moving Equipment (single Hoist, Sitff-legs, Guy Derrick or similar type, up to and including engine, up to and including 25 yards struck); Self-propelled Tar 100 tons (Long Boom pay applicable); Monorail Locomotive (diesel Pipelining Lachine; Slip €orm Pump (power driven hydraulic lifting gas or electric); "rotor Patrol-blade Operator (single engine); Mu- � devieo for concrete forms); Skiploader (Crawler and wheel type— Multiplo Engine Tractor (Euclid and similar type, except nuad 9 over 3/4 yard and up to and including 14 yards); Stinger Crane Cat); Rubber-tired Earth Moving Equipment (single engine, over 50 (Austin-Western or similar type); Tractor, Bulldozer, Tamper Scraper yards struck); Rubber-tired Earth :loving Equipment (multiple engine, (single engine, up to 100 h.p., flywheel and similar types, up to Euclid, Caterpiller,and oimilar) (over 25 yards and up to 5 cu. yds. and including D-5 and similar types); Tugger Hoist, 1 drum; Tunnel struck); Shovel, Backhoe, Dragline, Clamshell (over S cu. yds. m.r. Locomotive (over 10 tna up to and including 30 tons); Welder- c.) (Long Boom pay applicable); Tower Crane Repairman; Tractor Loader _ general (Crawler and wheel type, over 6y yards); Helder, certified; Woodu Flitter and similar Puamill Equipment fl c` R tl DECISION NO. CA80-5117 Page 19 POWER EQUIPKEW OPERATORS (Cont'd) DECISION NO. CA80-5117 Page 20 Group 81 Auto Grader; Automatic Slip Borml Crane-over 100 tons (Long boom pay applicable); Noist, Stiff Legs, Guy Derrick or s®sic Feingp 5emoli.a Peve,*aea similar types (capable of hoisting 100 tons or more)(Lonq boom NoeAy applicable); Mass Excavator, less than 750 cu, yards; Mechanical E6coo7eo Finishing Machine; Mobile Fong Travelsrt Motor Patrol. multi-en- Rates N S R Fw�e Yes®eloo •A41oe cine); Pipe Motile xachine; Rubber-tired earth moving equipment TRUCK DRIVERS Arpe.T.. (multiple engine, Euclid, Caterpiller and similar type, over 50 cu. yards struck); Rubber-tired Self-loading Scraper (paddle wheel, auger type self-loading, 2 or more units); Rubber-tired Group 1 $9.52 $1.25 .75 $1.10 .10 Scraper, pushing one anoth®r without Push Cat. Push-ppull (50C Group 2 9160 1.25 .75 1.10 .10 per hour additional to base rate); Tandem Equipment (2 units Group 3 9.66 1.2$ .7$ 1.10 .10 only); Tander. Tractor (Quad 9 or similar type); Tunnel Mole Group 4 9.75 1.25 .75 1.10 .10 Boring Machine Group 5 9.78 1.25 ,7$ 1.10 .10 Group 6 9.80 1.25 .75 1.10 .10 Group 9: Canal Liner; Canal Trimmer; Helicopter Pilot; Highline Group 7 9.84 1.25 .75 1.10 .10 " Cableway; Remote Controlled Earth Moving Equipment (51.00 per Group 8 9.85 1.25 .75 1.10 .10 hour additional to base rate); Wheel Excavator lover 750 cu. Group 9 9.90 1.25 .75 1.10 .10 yard) Group 10 , 9.93 1.25 .75 1.10 .10 0 1 Group 11 9.98 1.25 .75 1.10 .10 61 Group 12 •10.00 1.25 .75 1.1010 4S . 00 Group 13 10.05 1.25 .75 1.10 .10 I Group 14 10.30 1.25 .75 1.10 .10 Group 15 10.55 1.25 .75 1.10 .10 0 Group 16 10.65 1.25 .75 1.10 .10 Group 17 10.75 1.25 .75 1.10 .10 Oil Group 18 11.05 1.25 .75 1,10 .10 Group 19 11.55 1.25 .75 1.10 .10 w g s-y1�a aq 0 n 0 e fdB e+d Dd E� DECISION VO. CABO-5117 Pagca 19 POWER EQUIPMENT OPERATORS (Cont'd) DECISION N0. CA110-5117 P0g4 30 Group BP Auto Grador; Autxamtie Slip 7orcal Crane-over 100 tons (Long boom pay applicable); Moist, Stiff logs, Guy Derrick or Rriap Dcao6;aa Pogaoa eo aimilar types (capable of hoistin® 100 tono or moro) (Long boom Don;c applicable); Mass Eacmvator, less than 750 cu. yards: Mechanical DOoo`)q BbcoPoa cyinishing Machinoi Nobilo sore `traveler; Motor Patrol, multi-en- Qp0O6 qQa Pc boob tlotaWoa pad/o, gine); Pipe Mobile s4mchine: Rubber-tired earth moving equipment TnUCK DRIVERD (multiple engine, Euclid, Caterpiller and similar type, over 50 CU. yyards struck); Ruttier-tired Self-loading Scraper (paddle ti%ee1, auger typo calf-loading, 2 or more units); Rubber-tired Group 1 $9.52 $1.25 .75 $1.10 .10 Scraper, pushing one another without Push Cat, Push-pull (50t Group 2 9.60 1.2$ .75 1.10 .10 per hour additional to base rate): Tandem Equipment (2 units Group 3 0.66 1.2$ .70 1.10 .10 only); `sander.. Tractor (Quad 9 or oimilnr typo); Tunnel Hole Group Q 9.75 1.25 .7S 1.10 .10 Boring Machine Group 5 D.70 1.25 .75 1.10 .10 _ Group 6 9.80 1.25 .75 1.10 .10 Croup 9: Canal Liner: Canal Trimmer; Helicopter Pilot; Highline Group 7 9.80 1.25 .75 1.10 .10 Ca)`leuay; Remote Controlled Earth Moving Equipment (S1.00 per Group 0 9.05 1.25 .75 1.10 .10 a ho•.;r additional to bane rate); Wheel Eucavator (over 750 cu. Group 9 0.00 1.25 .75 1.10 .10 � yard) Group 10 9.93 1.25 .75 1.10 .10 ®_ ( Group 11 9.90 1.25 .75 1.10 .10 Group 12 -10.00 1.25 .75 1.1010 01 . Group 13 10.05 1.25 .75 1.10 .10 �9 Group 10 10.30 1.25 .75 1.10 .10 Group 15 10.55 1.25 .75 1.10 .10 Group 16 10.65 1.2� .75 1.10 .10 Group 17 10.75 1.25 .75 1.10 .10 Group 16 11.05 1.25 .75 1.10 .10 Group 19 11.55 1.25 .75 1.10 .10 �S w O n CA P �' ---- - -- - -- I DECISION NO. CA80-5117 Page 21 r TRUCK DRIVERS i Group It Warehouseman and Teamster Group 2: Driver of vehicle or combinations of vehicles of 2 axles (including all vehicles less than six tons); Traffic Conttol Pilot Car, excluding :roving heavy equipment permit load Group 3: Truck mounted Power Broom Group 4: Drivers of vehicles or combination of vehicles of 3 axles Group 5: Bootman; Cement Distributor; Fuel Truck; Road Oil Spreader Trucks Water Truck, 2 axle Group 6; Dump, of less than 16 yards Group 7: Transit-mix, under 3 yards? Dumperete, less than 64 yards t Group 8: Truck Repairman Helper Group 9: Water Truck, 3 or more axles Group; 10: PS and similar type truck when performing within the Teamsters' jurisdiction; Pipeline and Utility working Truck in- cluding Winch, but limited to truck applicable to Pipeline and v Dntility work, where a composite crew is used; Slurry Driver? Truck Greaser and Tireman (50t per hour additional for Tireman) I Group 11: Transit-mix, 3 yards or more; Dumperete, 6k yards and over Group 12: Driver of vehicle or combination of vehicles of 8 or move axles Group 13% Dump, 16 yards but less than 25 yards Group lf: A-Frame of Swedish Crane, or similar type of equipment drivers Fork Lift Driver? Ross Carrier, highway Group 15s All Off-highway Equipment within Teamsters' jurisdiction (off highway bombination of vehicles or equipment with multiple power sources, $1.00 per hour additional)? Dump, 25 yards or Moroi Truck Repairman Group 161 Truck Repairman Welder Group 171 Low Sod Driver, 9 axle or over Group 181 Water Poll, single engine with attachments Group 14: pater tall, twin engine with attachments 7 KWIFICA`fIONS P. 1 XOOIPICATIONS P. 2 DECISION NO. CA80-5114 - Hod. fl t FR 26610 - Apzil 19, ASCISION tom:"'CA®0®5 17.�fa 0 Imo" 1980) boost Frinpa Benefits Poy."ta PR 10 MSy 23, Alameda, Amndos, Calaveras, 1980) Flings Bo�eofireFmycecaW Contre Costa, Del Norte, Homely Education Bede E1 Dorado, Humboldt, Karin, ®toe H Q N Pensions Vacation Aapio�eTr. Angeles, Kern, Los Ri Head Angeles, orange, Riverside y E6�conoa _ Mariposa, Merced, Fontere g g , Roma _M 6 r Paeai�a v.cetica__ac+dlmr- — P . Y. San Bernardino, San Lida_-- - — Ainpr.To. Napa, Nevada, Placer, - _ _ - - — Obispo, Santa Barbara and Sacrasen.to,-San-Benito, - - Ventura Counties, t� San Francisco, San Joaquin, California San Mateo, Santa Clara, to Santa Cruz, Solano, Sonoma, Chaff: Sutter, Tuolumne, Yolo and AREA DEFINITIONS 0 Yuba Counties, California PAINTERS (AREA 2) to Inyo, Los Angeles g+ Eange-ICIAS7S: (except Pomona AreBT, Mono, San Bernardo ' Santa Clara County (west of a line north Electricians $16.80 1.32 31¢2.50 .07 Trono including China Cable Splicers 18.90 1.32 3s¢2.50 .07 Lake Area, Johannes- o burg, Boron, south including the Wright- wood Area), Kern (east c7 of the Los Angeles Aqueduct) .J J PAINTERS (AREA 3) tv F� Kern Co.(except the I portion lying east of the Los Angeles Aqua- duct) PAINTERSt `Q (AREA Brus3)h $10.61 .80 1.00 1.00 .63 Brush or roller (swing etage)j Paperhangersi Taping joint sheet rock 10.88 .90 1.00 1.00 .03 a, Spray] Sandblasters 11.13 .80 1.00 1.00 .03 Steeplejack 12.13 .80 1.00 1.00 .03 a o , • � � is MODIFICATION P. 1 ` I May 19801 Fringe Beoc(its Poymcnis Imperial, Kern, Los Basic HoodAngeles, e, Riversi Rates An Edreouoo 9 • Orange, �• Rates M d R `Passions Vocytmm osd/ar I San Bernardino, San Luis App,,To. Obispo, Santa Barbara and Ventura Counties, California Chan BL�CTRI CIAtiS s Area 61 Electricians $17.00 1.10' 3%+1.50 .03 Cable:Splioor0 18.50 .1.lo• 3%+1.50 .03 s LIKE COESTRUCPION: Area 71 Linem6n, Line.EgLtf.pMsgt ,p Oper0tors 1 16.1® 1.00 3t+1.3$ .03 Cabble�Splicerd 1 16.99 1.00 38+1.30 ..0� 4aoyndtoan -12,14 1.00 3%+1.3 .03 Area 9: o's 1 Wittman ' 17.00 - 1.10 34+1.50 .03 �i Cable Splicers 19.50 1.10 31+1.50 .03 N Groundman _ 12.76 '1.10 3%+1.50 .03 PLWIBI±RS? STEAtiIFI'1°fEftSi Area 2: .13.30 1.05 2.25 1.45 .17 c c c c c t 2 i t 1 1 v W _ 1 DECISION NO. CA80-5117 - No 149- - May 23, 1980) Imperial, Kern_Los Angeles Orange, Riverside, San Bernardino, San Luis Obispo Santa Barbara and Ventura Counties, California - C�A_a_n_ i 401M PFLOOR LA`ERS 9 Asia 3 $12.80 .85 as 1.10 .07 — — — Ak �� EWLOYEE INTERVIEW Controa UBOR COMPMCE Fed. No. and CoAtv.-PA. EQUAL EMPLOYMENT OPMRTU"NITY Ditscr iption 1. TO IN FMO M BY WMVWWIM (Dow tesery Ida Afthwd from ftyroll Records) Employ": Name LalwClaulfication Mkv;mum bass Wage Per Contract: Sow Rate —.— M;nimum Sam Wage Per Payroll: Base Rate Fringe ltmwfiti Employer, Prime Conbvckw ovi tow Project IF 9^09.Do IffATIL I Work Being Performed at Time of Interview 1. GIM"O"S TO U "IKISD or IWWYN A. Now long have you worked for your present vmploytrY Huw k"on the proW 5. Desalbe the type of work you have been doing dw:tg th., post Week C. Who is your wag*? base Rotp Fmige geneflis (Compare to payroll) D. Do you work overtime? E] Frequently ❑ Seldom Q None E. Are you paid time and one-half for overtime? If no,explain F. Qo you hap a record of the hours you work? .................. .... ..............I...... ............ .......................................................................................................... G. Has the contractor discussed Labor Compliance with youY Did he dared your alle lie to the required PO~ o" the Fqo*n Have.you wen*as*pogkvb?--- If no,explaho .ire yvu-. wool" ContraciarsMEO polk;n?--- Don the CAMradw hold rvular EEO 0060"o? How ofon't Who conducts Ow me"sqs? Who k the DO Ofter for your employorle If""it,who is the 00 Office few the project? 1. Has your wwployw lisformod'you of uparadl ig and tru;a*v poulb0ft? Pl--Oft explain J. Are you lnhwoftd In paroldpaMM in fralnM9 for higher skill work clawilkallon? "m vM" ajW.what motapment oft mpolm taw wNective bargaWkv aggemimi!you Wff1k ut 1? Nature both ll. AIDDIMMMIA GUNTOM P02 OWMM OFMTOFA A. Equipment dewript1pn Trwk License No. Unit(001 T)NO. Hourly rate(fully operated and maintained) gem equipment rate B. On what do you base your oqWpn*W rate? An leaurly'Cj weew 1:1 monthly 0 101161 role. C. Do you own",equipment? May I see your cm;Gca*of Ownership!-- (Iftt*fvi~-note) Legal Owners. avelvierod Owners i. SOY® A. Do you have any canwomi!s or complains about welia or NO poildeol -So spedik nowAVWA*W i W4P WTIi Date— r DNHCTN30M TO INTBRVKWN 1. All In Section 1 from payroll records after interview. 2. AN in Section 2 oompl*Wy. (pow not apply to owner operaton) 3. pal In Section 3 completely. 4. Employee oommonk optional h Section 4. S. Wderviewer comments on findings and recommends-fwdter actions to be taken. /►OlatA addMonal AeM If necessary. 6. List 5 myloyees in setmo pork crew wbere interviev was taken. work Anployee a NOM Classification .r T. Idot Ulame of evUr es in this war: area by alassifia Um. Wwk Vlassifiaation 1AbWW Oomnt Ibson Operating Doginesr IranwWkW ftpenter master � I�atriaian t T-CO-gOR OW 73 Page 75' I AM AWARE. OF THE PROVISIONS OS SECTION 3700 OF THE LABOR CODE WHICH REQUIRE EVERY EMPLOYER TO BE INSURED AGAINST LIABILITY FOR WORKMEN'S COMPENSATION OR TO UNDERTAKE 51 i.,1:- I NSURANI;I; IN ACCORDANCE WITH THE PROVISIONS OF THAT CODE , AND WILL COMPLY WITH SUCH PROVISIONS BEFORE COMMENCING THE PERFORMANCE OF THE WORK OF THIS CONTRACT. (Signed) I (Title) i ate Contract ' This is a State Industrial Requirement . Page 76 TO: The City of Huntington Beach: The following job classifications will be used for the completion of work on Cash Contract # _ by the Contractor 1 w 2 . 3 . 4 . S . + 6 . 7. 8 . 9 • 10 . Contractor Please complete for determination of Wage Rates . r Page 77 I TO: The City of Huntington Beach: The following job classifications will be used for the completion of work on Cash Contract # ` by the Sub-Contractor ( ) I � 2 3 . r: 4 . 5 . r 6 . 7 . 8 . 9 . 10 . art u - ontractor * Please complete for determination of Wage Rates. Page 7& 1 1 HUNTINGTON BEACH � The William Lyon Company � Are Urban Design. Proposal By 1 i builder THE WILLIAM LYON COMPANY 366 San Migu¢! ,. Newport Bach, Ca: ' consultants : HOUSING CONCEPTS i 17895 ,Sky Park Circle Irvin¢, Ca. architects : ' KAMNiTZER COTTON VREELAND 9601 Wilshire Blvd. suite m-100 ' B¢v¢rly Hil Is, Ca. ' �O WILLIAM LYON'mlX� ' 366 SAN MIGUEL DR., SUITE 201, NEWPORT BEACH, CALIF. 92660 (714) 833-3600 December 21, 1978 Mr. Stephen V. Kohler Senior Community Development Specialist Planning and Environmental Resources City of Huntington Beach 2000 Main Street P. 0. Box 190 Huntington Beach, CA 92648 Dear Sirs: The William Lyon Company is pleased to respond to the "Request For Proposals - Senior Citizen Housing" issued by the City of Huntington Beach. ' Our proposal is supported by extensive elderly assisted housing design capacity, extensive elderly assisted housing packaging ability and financial strength evidenced by the proposal team of: William Lyon - builder and major owner and Kamnitzer/Cotton/Vreland - architects and Housing Concepts - packaging/processing. Our proposal satisfies all requirements of the city identified in the request for proposal in a manner which we feel is sensitive to both the residential/support needs of Seniors in Huntington Beach as well as the asthetic/design requirements of this most significant land resource. Additionally, the current sponsors will maintain long term ownership in this development. In this way we can guarantee that the development will remain the responsibility of the proposed sponsor; a large locally based Orange County builder with a stake in the continued success of this development. We thank Mr. Steve Kohler, Senior Community Development Specialists continuing responsiveness to our efforts in developing this proposal. If there are questions regarding the information presented here, please contact Reed Flory (714) 540-8245. Yours very truly, tTHE WILLIAM LYON COMPANY Peter M. Ochs President PMO:sh ' REAL ESTATE DEVELOPMENT TABLE OF CONTENTS PAGE ' DEVELOPER'S EXPERIENCE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 FINANCIAL STATEMENT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 DESIGN. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 FINANCING PROGRAM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 MANAGEMENT PLAN. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 MAINTENANCE PLAN. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 t 1 1 1 1 1 e t � Developer Experience i �\ aa � ¢:sl w 'per... ram' ry� I ;T I �ff g� f� THE WILLIAM LYON COMPANY !be William Lyon Company has been a California residential developer- builder company since 1972. The present company, formed in 1972, is an out- growth of the earlier William Lyon Development Company founded by Mr. Lyon. in 1954. The William Lyon Company is currently building throughout Southern Calif- ornia, Northern California, and San Diego. Sales for 1978 will reach 95 million 1 which represents 1250 residential units. They build single family detached homes plus condominiums and townhouses which range in price from $65,000 to $150,000. ' Recently The William Lyon Company has also started to build multi-family units in Anaheim. The company has built to FHA and VA standards in many of their pro- jects over the last 6 years. Gross unit sales figures ror the last three years are: ' 1977 1300t units, $83, 700,000 ' 1976 1650± units, $76,814,000 1975 1100± units, $45,419,000 ' Basic company policy and attitudes are reflected in the attached article ' reproduced from California Builder: -1- 1Company Profile Lyon Forges Ahead In Slump Shows Ways to Succeed Trimmed down in-house operations geared to maximize field efforts through 1 time and cost saving efficiencies; sales go steadily up in '74 & '75 Former big-time operator, in U.S. & abroad, named chief of AF Reserve 1 On March 19th, President Fordeap- on the cover) clinched 35 sales at its vised the public to "do some incisive pointed William Lyon Chief of the grand opening last January 11-12, and comparison shopping before buying." 1 United States Air Force Reserve, which very shortly thereafter sold out its en- "If a homebuyer believes a better was subsequently confirmed by the tire first unit before the second phase value can be obtained from another Senate. of the planned 325-home project could builder in the same neighborhood, he 1 Lyon is a two-star general in.the AF begin to get under way. ,reed only go to the Lyon sales ofpce Reserve. Concentrating on single family build- and we'll show him how ,ve can best it." ina with some townhouses and condos Value for housing value, the strug- 1 It marks a singular achievement in also offered, the firm's total sales of gle was joined, and Lyon betran picking the career of a man who is more espe- 900 homes last year were almost up, apparently, where some-other corn cially noted as a leader in the American equally divided between its Southern panies left off or fell by the v,ayside housing industry. At one time, Lyon drain the worsening crunch. 1 extended his humebuildin operations and Northern California divisions. This g g g p year the Northern division expects to Still, this doesn't e:plain the success nationall} and overseas to several coun- equation. There's an X-Plus factor, we tries. Today, in the midst of the sever- have some 500 units in production. est of all post-war housing slumps, he All in all, these figures point to some found, that has more t om the ranks as one of California's more suc- superior management-marketing-finan- spirit and internal modeo o of f company cessful builder-develo ers. cing capabilities, with emphasis on the operations. p latter, to be sure. While accounting for the company's The William Lyon Company, which techniques, Lyon ascribes no little of he heads, is a Newport Beach and Santa The present company, f o r m e d in the success quotient to the fact that he 1: Ciara based h,omcbmidtng croanization. 1972, is an outgrowth of the earlier has surrounded himself ` :: ;n top For some time now, the firm's sales William Lyon Development Company, people—sonic of whom have been with and building activities have bee❑ run- me by Lyon in 1954. The latter me for manv, many years, or started was operating as a real estate subsidiary ning counter to national and state-wide p with me." trends. La,;, year's sales of the company of American Standard, Inc. from 1968 Dick J. Randall, head of the com- increased in the range of 80-100 per- to 1972, but Lyon re:acq,iired the right pany's Northern California operations, cent over 1973, and exceeded its own to use the name again under the new and the firm's new executive vice presi- sales goal by 20 percent. independent company's title. dent, speaks of "Lyon's o.vn personal Last October, after the onslaught of Lyon has a $125 million comn:i - concern for everybody working for the ment for construction and land loan the housing depression, it was register- company--on out to field workers, ing up to 50 sales a week in its Bay financing through a realty company whom he know; by name." According 1 subsidiary of the Continental Illinois Area operations alone. This year, it was to hirn, the same personal responsive- seiling as many as 28-30 homes a,week- Bank of Chicago. It also has 'financing Hess extends from each one on down k i Unon Ban , of California. end, and chalked up 69 sales in the from in a way that provides for a certain 1 generally depressed month of Febru- Neither assured backing nor know- esprit de corps, which c'.iminates `in- ary, with March figures forging ahead how sufficed to put Lyon out in front fighting." Randall tells of many cm- again in its six Bay Area projects. at this stage of the game, however. ployees putting in extra time and r:f- ?`Meanwhile, equally impressive gains Aggressive optimism" and a determi- fort for the.good of the company. characterized its Southern California nation to "beat the competition" early But the real clincher, it seems. is the operations, centered in Orange County, on bee^ :e a key part of the success 'lean, clean, efficient mode of opera- 1 where the firm is headquartered. The iormuia• tions." The Lyon Company offers a Wcstbluff development in Fullerton for For :nsiance, over a year ago, Lyon's tell-tale clue on how to achieve home- inst.race (one of its models is pictured IIR communications deliberately ad- (Cauirruei vn NcX1 Forge) _1)_ LYON: OPERATE F ROM NUCLEUS, KNOW _€. �7 WHAT PEOPLE YOU BUILD FOR , fr t Ypn Company head decries quick stop-gap finance - measures: `We've got to live in real world' cYf tificial means. "Else we'll be back to ily orientation," he says. It all gets back runaway labor costs and price rises, to the intensely human element. "What g , ;rya and the consumers will end ua paying kind of people will be living in the for it." houses?„ z, He thinks it's bad to institute the Cutting growth—Lyon's new maxim practice of spurring recovery with arti- —is a far cry from the great splurges FORD APPOINTEE: William Lyon, Presi- ficially low mortgage rates (6%), which he and others enjoyed in years past. His dent's choice as U.S. Chief, AF Reserve, is would make the free market something new company initially planned to build board chairman of his company. other than it was or is. "We've got to something like 1,500 homes a year at stay in the real world we live in," he a future time, and now expects to reach Some of William Lyon's optimism on says, noting that what happens inter- that level in three or four years, if pos- his company's outlook carries over to nationally and nationally has a singular sible. The great splurge period for him, the national sector. He doesn't think effect on everything in the economy. in 1971, for example, resulted in a next year will get so bad; and though "The American public is having to al- $100 million a year business, under the ' 75 starts will be at a low ebb, he ex- locate more of its disposable income to American Standard, Inc, setup, •.which lects '76 starts to be better. Personally, housing than before"--a situation that consisted of eight divisional offices. The he plans to hold the current price range will have to persist under any circum- firm then expanded into recreation as of his offerings from about $27,990 to stances. Though many builders appear well as multiple and modular housing, $56,950 through this year. Even so, to be out of interim or takeout money, including housing ventures abroad, in he sees certain indications of coming he also points out that most builders Ethiopia, and several South American shortages in lines of credit. "The key that attend NAHB conventions build countries. ' to the whole business today is finan- an average of 20 homes a year, which Now he plans to concentrate all his sing," he says. shows that the backbone of the industry building activities in California. The Though builders are directly tied to "sticks close to theground," and is not decision coincides with his return to money supply, he warns of the dangers heavily engaged in high-risk transac- individual entrepreneurship which he of flooding the housing market with actions most dramatically affected by fi- initiated some 21 years ago. Since then money too soon, or through strictly ar- nancial ups and downs in 'Nashington. he has built over 15,000 single f�imily Financing is the key, but it isn't go- homes and 7,000 apartments. Lyon CO. Forges Ahead ing to be the sole arbiter of how well While occupied with his new AF (Continued from Preceding Page) builders fare here on out, he feels. Reserve capacity, Lyon will be chair- building success in these trying times. "Some companies made bad deals just man of the board of his company. Peter ' It operates with a minimum of over- to keep the organization booing"—On Ochs will move up from executive vice head, and farms out, or contracts all paper at least. All that is now "out." president to president, Randall from work beneath its own management- Builders will have to cut operations and vice president to executive vice presi- administrative levels. Thus no design- reduce overheads to the point where dent. He gives high praise to both men. ers, engineers or assorted specialists are they can operate from a well-function- While devoting much of his spare kept in tow on the premises; the in- ing "nucleus." time to AF Reserve activities in resent house staff, numbering some 35 persons "We're in the bread and butter busi- years, Lyon also developed quite a flair with personnel and workers out in the ness"—no more, no less. "Growth is and acwmen for antique cars, and is ' fiead, concentrates exclusively on the not our objective, but locating the place now running an antique car :cstoration going concerns of business and project where people can make a living." business on the side. development. All planning proceeds in The Lyon trademark, he says, is to Today, Lyon exemplifies a new in- ' a tight time and scheduling framework build strictly according to the market- dustry phenomenon destined to hoid for that keeps !and acquisition-financing- place—what people can afford, and some time to come. It's ?.o operate construction-marketing needs within what they want. Research into income somewhat like the professional entre- manageable limits at�all times. With ievels, watching whai the competition is preneur, the "rugged individualist," of this, each regional division enjoys al- doing enters into the picture; also the old: cut operations down to ir,dividualiv most exclusive autonomy in important company's own expener.ce in achieving manageable size, keep a firm handle on decision-making, and in letting out day- saleable product-house designs, of everything—and let the "big-time stuff" to-dav contracts. course. But—"the key to our success show up in cash receipts, what the cus- In short, the reins are kept loose and is in bung acutely sensitive to the peo- tomers themselves vouch for at the ;Continued on Back Page) ple•s need for homes designed for fam- "bo.office.' -3- Concentrating on California: - -- ----- -- --- r � PUB-LIB, � � SWITCH T'P� ­%anv O Uomg PRIVATE CO. PAYS, OFF Firm's '75 sales already up 14%; Southland rp 't » _� restrictions worse than up north, says Pres. r "'" Continued ® PETER OCHS President "Our sales were up 1411c, in the first not be changing any of the basic poli- about to burst into cheers over this arti- quarter of this year compared to the cies that have made it successful in the ficially rigged market booster. same period last year," says Peter Ochs, past. several years. "We've got a well- Ochs observed that Orange County is president of the William Lyon Com- defined market niche that we intend to a very fast growing and vital area. Does pany, past executive vice president and continue in, and I see no reason why it then offer so many more advantages head of its Southern California opera- any of the programs for the market than north country, like the San Jose 1 tions. to be served, types of housing, land regions? Not at all. Ochs has been with Lyon for seven buying, or any of our management tech- "The markets are very similar," Ochs years, coming to work for him after a niques should change as a result of the notes. "But in Southern California it's company's management change. What even more difficult to *et requisite land stint with American Standard as a finan- � g i; ti cial analyst specializing in mergers and we have begun so successfully, we in- and zoning than in the north. That's acquisitions. Upon arriving in Califor- tend to continue." especially true for Orange County as nia in 1968, Ochs was in control of the Ochs is fairly optimistic about the against San Jose." active joint venture program engaged future, as well as the immediate pros- Processing takes an extra six to 12 in by American Standard and handled pects in the broad middle income mar- ❑fonths on the average from opening several mergers and acquisitions as well. ket Lyon serves. "Ws betting increas- escrow on the land to closing the titre Over the course of four years, he built ingly difficult to build for the lower for the first unit sold. In all, processing up the division with some $40,000,000 middle or moderate income brackets," of many projects tat:es close to three in sales and substantial operating profits. he adds. "Some Lyon properties geared years, he says. "Also, there's more. read His view today, however, is that, "It's for that market w-ere zoned four-five ily available land for single family buifo much more enjoyable to concentrate on years ago, but it's impassible to get the ing in Northern California than in the bistn d css of building an selling same zoning and density today." Orange County." houses in the California market rather Six-percent mortgages (still lacking "We like very much being a priv- than deal-making on a national level. full Congressional approval at this writ- ately held company," he says of the : Not only are the risks lower and the re- ;rig) wou'd app: switchover from the publicly held or- y mostly to people with �anization. "And we have no tntcnrion wards higher, but also there's much income limitations, and ge to a price more of a sense of accomplishment in limit of S38,000, he says. "That could of leaving the California market"—a creating needed 'Housing for the people bring down monthly payments to about siatenrent that needs no further qualifi- ` cation in of California." two-thirds of present req the 'fight of the company's uirements." Under his direction, the company will Even so, as noted, the company is not success Of, `hu.r,e turf." 777 l - a low c - `ak ,rre r Sty N - t.kz�,,,:_ _,,.r_�. -• szx� WESTBLUFF, new Lyon c ,munEtj Ful lerton, Calif., offers homes in $44,990 co a $56,990 price range, terior and�' interior) Shown here P!anne� develop-n n of 125 horn s cc.-nbinc year. u ASS round residental ant, ..-rt s!}i< living, a-s � with exuansive open spare and recrr atonal r (4'a�r 3 ti r' kct �_.• faci!ities. Thirty-five hornes were sold in ;.: _•- one weekend last Jan,ary. 1 � i r c WINDWOOD, San Jose development b ' ranLyon is best seller that features one-story �." `'�.. ", t C ,� \ fie 3-4-5 bedroom plans priced from $40,000 � e. Monra the roofs, masonry or stone 9 Y Y ` fireplaces are prized features, and so are ± fencing and front lawns. Notable attrac- tion is large backyard lawns and adjoining r n- V patios that offer expansive play and recrea- r tional areas for family occupants. View through living room window at right offers > glimpse of same. 1 . r; ti: •� qJ a TOP CONCERN OF MOST BUYERS: owned company—before the big slump. Reorganized in 1972, it then set the HHOME QUALITY & TYPES ES highest store on call ing the shots out in a li sic the field from a s-trr�,tly independent vantage point at its borne offices �jitere NOT PRICES & RATE] r every move was dictated by its effort s to approximate the strictest economy of ' Upped sales demonsfrafe there's continuing means to achieve rnaximurn effect of �t demand for new homes, says HBl div. pres. sales in shortest possible time. Their DICK RANDALL new offerings and buys generally hit Exec.V. Pres. the market while a number of firms were loading some "inflated" housing values onto it. Rick Randall might be called the "eter- ber of buyers increased. Randall notes that as a publiciy nal optimist." 'While takjng note of in- 0 1974 became more and more a owned subsidiary, the old company, dustry changes he's seen over a 12-year buyer's market as the year progressed. though successful, xas enga"ed in tre- period—negative ones insofar as builder "Yet actual prices and rates, while cer- ❑ enclous growth but geared to "unreal- (bureaucratic) workloads and marketing tainly a consideration, were generally istic goals." And then, having riot :id limitations are concerned—he'd sit back, not the foremost concern of rnost buy- of them, it promptly reverted to a with a smile, and say: "There's just as ers." "lean, clean, efficient operation." It had many opportunities today for my son The real concern, i.e., was the type already ]earned the lesson before the I (20) as there ~yore for me and my and quality of offerings (described else- moral" of the housing depression father. It's just tougher'." where) "enabling homes to sell as well dawned on the industry. Still smiling, he could point to the as they liave traditionally in the past." _ Yes, smile. Randall! company's significant sales increase last And he g,i it l's saes-monorn concluded that Lvon antici- year—its rnomeritum still picking up as pates reaching approximately the same Still, there's another wrinkle to he spoke.—anal his prepared analysis of sales in '75 2s in ",4. Lyon - success. Every it. The analysis concludes, in part, that If something about all this eludes the Sunday evening sales managers call the "the phenomenal sales success in the readers' understanding of present-day Santa Clara office to report weekend face of unusually adverse economic con- conditions, it might just lie hidden in sales—how many, what types, �,�hat the ditions is best explained by Lyon's the Lvon rationale of operations, noted traffic was in toto, plus buyer comments. conviction that there is simply "a con- elsewhere. It all boils dov'n to a ship- the combined reports are already typed. tinuing need and demand for new shape operation—gut then there's an- out by the time Randall arrives at the homes." other clue to ± �n , office early Monday morning. hat, too. I-?, w :n` y cot 1- (A so he noted that the firm's broad parries didn't over-extend themselve, be- Over the past 3-4 months units sold price spread over six different new hous- fore the slump set in and then found L-v financing categories v,ere as follows: in-,- projects helped bring in better over- they %vere drasginq: dead%.'eight so they Conventional, 60 FHA 3,0'7�>; A, all all buyer response.) couldn't pet off the spot and rcchar"e 10;',0. Last v'ear, the figures fcr FHA- The analysts also offers these point- their batt'_ries 2S c"-.sily--"paralyzed," VAs vs. conventional sales %\'ere a]most ors, hearing on the company's own ex- too, by all the p c ss n:ism around? evenly d;s ided. ! a re=! th cc-weer_ po riencc: The I-v on company got a full whiff period, i S tabul i(c d sa k_.s showed I0, m Not only did the ratio of buvers of the upcotnina trade,a^-is while oper- FIIA; 7, VA; and only one ..,nven- ,., ,. th,= t I n: r':-. �-,^ . . ;�,',!(�IHrV .:;1.]L_ -_ "'�l•�l1' //',...n., >.. n., .�,. nnol ' f ) Windwood offer fenced in, common payments—sho% ing the market need JJ 'on �orUes ahead and demand was and is there as Ran- (Continued yard "greenbelts." encrous , (Continued from Third Page) enough in size to suggest the outdoor dall says. ready on top management levels grid ic''i o ,r arii privacy of old. Like Lyon Randall doesn't think 6 t i _h t c n e d scrupulously with each Both the design rhvihm and "com- 6'/-%, mortgages belong to the "real planned directional turn until the as- petitive advan Cages" of these offerings World." Here are some other pointers ' sured momentum picks up enough to is enhanced by maximizing square foot- he notes in passing: proceed directly on target. aces through use of variegated ceilings The 235 program, intermingled with 203-b FHA standard ackage, had The firm's markets hardy differ from and (sunken) floor levels, and arches in p ' those of others. Almost all activity is rooms and hallways; no marked egress- lots coin,, for it and helped sales. directed toward the broad middle in- ingress patterns cut off the circulatory • All federal housing programs have come spectrum, says Peter Ochs, who flew of space. become much too complex—the same At Windwood, a best seller, priced applies to the ncv, tax rebate act, which has been exec. A'P for the past three worries him. "If sim lified. it could be ' years, and who is now company presi- from $40,990 to $47,990, interior space P dent. is so abundantly variegated that the a shot in the arm for the industry," spacious outside yard complement 9 Why not _50-Fear mortgabes? 'Then Price ranges for single family homes youn Americans qualify. And makes it something of a pacesetter in mercans could in' this category run from a low of its genre. Since its o nmg in May, why not no-down FHAs, like VAs? $32,990 to $53,990. Some townhouse 1973 some 230 home shave been sold. "We find people want detached hous- and condo units are priced from 523,- When completed it will have a total of ing." But communities, ego-kooks and 990 to 539,990. approximately 420 units. bureaucracy have driven prices out of The evident aim is "to provide real line. "We can no longer build for the housing values for the dollar"—or as average buyers—they're zoned out of Lyon puts it, "a believable product." Buyers'ers' to concerns existence." Judging from our visits to two North- As president of the Southern Divi- ern California developments—Beach.- (Continued from Preceding Page) Sion of the ABI of Northern California, wood in Hayward, and Woodwind in tional. Randall now weekly has to devote 15- San Jose—the quality-buy values and Last year, he points out, "conven- 20 hours of valuable Chic to industry- ' commodiously expansive designs ap tional financing cost our customers related business. Lyon, a staunch sup- pear to have at least two advantages. less"; and it always helped that conven- porter of industry affairs, is "willing to First, the Value of square footage ratios tional approvals come faster, and that pay the price," he says. to price and design value-appurtenances 95`e loans in this category are com- Randall .is now in his 12th year with relative to to upgraded buyer needs and petitive. But as FHA-VA rates im- I-von. He actually started in the indus- tastes easily capture the eye without proved, Lyon's also had more firsi-phase try with Lyon, in Sacramento, after ostentatious display (no jaded decors projects sold, allowing the FHA-VA previously working in the consiruction or experimental pandering to the off- combination to weigh more hcavilN in chc: iicals business. He moved up from beat). Second, in ventures where yard- sales. (FHA VA is in all its projects salesman to salesmanager, and became space is minimized, the emphasis is on now•) Lyon's first Northern California area ' a top grade house (as at Beachwood); It's interesting that so many buyers n-anager, before heading regional oper- while single family developments like plunked down higher conventional down ations. COVER PHOTO: Rich, warm decors of Plan 4 offering at The Wi!!iam Lyon Com- pany's new Westbluff Community in Fullerton, Calif. add final decorative touch to what ranks as one of California's better selling developments in 1975. The opening last January resulted in a weekend of 35 sales of homes in $44,990-$56,990 price range. This project combines residential and resort type living in a setting that offers 20-plus acres of useable open space and private recreational facilities. Reprin,ed from California Builder / April, 1975 -6- BIOGILAPHICAL WILLIAM LYON - Chairman of the Board Major General William Lyon, age 54, has been in the development ' business in Southern California since 1954. After a long and successful career, he sold his building operation in 1968 to American Standard Inc. C. ' After the acquisition, he retained his position as Chief Executive o;_ the company and was later given the added responsibility of Vice President of ' American Standard and member of the Executive Council. In 1.972, he leil. ' American Standard following that corporation's decision to withdraw from the real estate business and formed The William Lyon Company. From 1972 ' through April, 1975, he served as Chairman of the Board and President of the company and continues as Chairman of the Board today. In addition, General Lyon has been active in numerous civic and industry activities including membership on the Board of Directors of the Council of Housing Producers, Lifetime Member of the Board of Directors of the National Association of Heme Builders, and President for two years of the Board of Directors of the Building Industry Association of California (the only person ever to retain that honor for this period) . General Lyon ' has also served as a member of the Advisory Committee of St. Jude Hospital in Fullerton., and in various other civic and charitable activities. ' In April of 1975, General Lyon was appointed .Ch.ief of the Air Force Reserve by President Gerald Ford and was confirmed in this position by the Senate. This position has capped a career of over 30 years in Air ' Force activities. The term of the appointment is for four years and requires General Lyon to be on active duty at the Pentagon in Washington, D.C. r PETER M. OCHS President Mr. Ochs, age 33, co-founded The William Lyon Company in 1972 and served as its Executive Vice President until April 1975. At that time, he became President and Chief Executive Officer and continues in that position. He is also a member of the Board of Directors. Mr. Ochs graduated cum laude from Princeton University in 1965, specializing in Economics, and received an M.B.A. from Stanford Univer- sity in 1967. He is a member of the Princeton Club of Southern California and is active in various other Princeton affairs. He currently serves on the Executive Committee of the Orange County Chapter of the Building Industry Association and is a member of the Long Range Goals Task Force of the State Building Industry Association. He is also on the advisory ' board of C.E.E.E.D. and is a past member of the Board of the Council of 1 Housing Producers, a national organization of larger builders, and the Home Builders Council of Southern California. In addition, he is active in local church and community affairs, is married and the father of four children. Prior to the formation of The William Lyon Company, Mr. Ochs served as Vice President and General Manager of the Real Estate Affiliates Division of American Standard's real estate subsidiary, and was a member of the Worldwide Management Committee of the parent corporation. From 1972 to 1976 he served on a voluntary_ basis as an advance man for the White House. 1 eg DICK RANDALL - Executive Vice President Mr. Randall, age 46, has been with The William Lyon Company since its inception in 1972 as manager of the Northern California Division. In April of 1975, Mr. Randall was promoted to his current position of Executive Vice President, and in January of 1976 he became a member of the Board of Directors. Prior to joining The William Lyon Company he spent. nine. yews with The William Lyon Development Co. , Inc. , the real estate subsidiary of American Standard, Inc. During that period he rose from tract salesman to sales manager, to area manager - San Ramon, and then to Northern California Regional Manager. ' Mr. Randall is the former President Santa Clara Chapter of the Associated Building Industry of Northern California, and now serves as the Chairman of the Board of the Associated Building Industry of Northern California. In addition, he is now a delegate to the California Builders Counril and to the National Association of Home Builders. ' Recently he was elected to the American Arbitration Society as a builder representative and was appointed as a member of the Indian Advisory ' Committee of the City of San Jose. Mr. Randall is also on the Board of Directors of the Associated Building Industry, and a past member of the Construction Specifications ' Institute. _a- JAMES E. McNAMARA - Vice President/Treasurer Mr. McNamara age 53 has been with The William Lyon Company g � Y since its inception in 1972, serving as Treasurer until April 1975. . At that time, he became Vice President and Chief Financial Officer of the company. ' Prior to joining The William Lyon Company, he was the Manager of Real Estate Financing for Wm. Lyon Development Co. , Inc., the real estate subsidiary of American Standard Inc. He also held an executive position with Union Bank in the Real Estate Loan area from 1963 to 1971. Mr. McNamara attended the University of Minnesota, and received his B.S. in Business Administration from Carthage College, Kenosha, Wisconsin in 1962. He retired in 1963 as a Major in the United States Army following 20 years of active duty. Mr. McNamara is active in community affairs and served on the Garden Grove Planning Commission for five years during part of which ' time he served as Chairman. He also served on the Environmental Policy and Planning Commission for the City of Garden Grove. ' -10- GARY FRYE - Project Manager Mr. Frye, age 36, has been with The William Lyon Company since November 1972 as a project manager. Prior to joining the firm he served as Director of Land Acquisition and Market Research for M. J. Brock & Sons Inc. Los Angeles. Mr. Fr a was the Director of > y 1 Market Research for William Lyon Development Co. , Inc., before joining M. J. Brock & Sons, having risen to that position from a field research analyst. ' Prior to entering the real estate field in 1970 Mr. Frye had served 3 years in. the U. S. Army in Military Intelligence and ' received his Bachelors Degree in Economics from Cal-State Fullerton in September 1970. Mr. Frye is the father of 3 children and resides in the City ' of Yorba Linda. As Project Manager Mr. Frye personally directs all phases of project development beginning with land acquisition, then planning and design, through government agency tentative approvals. Mr. Frye directs final project design, marketing, merchandising and sales. He coordinates ' with the company treasurer and construction manager the financial and construction aspects of the project. JAMES F. BAILEY - Project Manager Mr. Bailey, age 44, has been with The William Lyon Company since June 1973. He is one of two project managers covering Orange and Los Angeles County operations and is responsible for projects which will aggregate over $100,000,000 in sales. Prior to joining The William Lyon Company he was a Vice ' President and Project Manager with Broadmoor Homes Ince of Tustin. He also held an executive position with The Irvine Company for six years ' in which he coordinated the activities of nine major residential ' developers on the Irvine Ranch. Mr. Bailey attended the University of California at Santa Barbara where he received his B. A. in Industrial Arts and Education. He is a past director of the Building Industry Association ' and served on the housing committee for the City of Irvine. . He also ' serves as a trustee for the Mardan Foundation for Educational Therapy. -12- S � LU NZZ o < Z �-- --j BACKROUND OF PERSONNEL The attached resumes are but a few examples of the KCV personnel likely to be involved in the Huntington Beach project. Kamnitzer cotton Vreeland is a firm of thirty (30) planners, architects and designers of varied background, technical expertise and cultural experiences . A technical staff will be available which includes proficiency in a number of construction techniques, project management and architectural production. KCV's technical skills include such areas as pre-cast and poured-in-place concrete, masonry, steel and wood construction, exhibit and fantasy facilities, public works projects, hotels, housing of all forms, universities, industrial and commercial facilities, fast-tracking, computerized cost control, and value engineering. Many members of KCV's staff combine both architecture and planning experience. Several of these have had broad experience working in other countries and other cultures. Our expertise in the design and development of elderly assisted hous- ing is demonstrated by the number of design competitions won by this firm in this specialized area of design.. We believe that the combination of resources and talents within the KCV organization makes this firm eminently qualified, as well as uniquely suited, for the task under consideration. -l {- ' PETER KAMNITZER, AIP, Partner tMr. Kamnitzer founded the firm in 1958. He received the Master of Planning ' and Housing degree from Columbia University in 1951, and the Master of Architec- ture degree from Harvard University in 1954. He is a corporate member of the American Institute of Planners . Mr. Kamnitzer has been involved in a wide variety of activities in the ' fields of architecture and planning since 1939. His professional experience en- compasses regional planning, urban development, large scale site planning and urban design, housing, commercial, and institutional architecture, as well as in- terior and stage design. Mr. Kamnitzer has been associated with a number of major projects . He served as Project Director for a 1,000 bed medical center for the Rockefeller Organiza- tion; as assistant to the Director of the National Planning Department of Israel; as researcher for the Housing Division of the United Nations . He also participat- ed in the Planning and Design office for Rural Collective Settlements in Israel. ' He has been project director for a number of large scale planning and urban design projects, including the master plan for the energy research corununity in Los r"ilamos . New Mexico, Village Center for the new town of Columbis , Maryland, and Stanford Center for Stanford University in Stanford, California. He is presently the pro- , -14- ject architect of a 5 parcel area of housing, commercial and entertainment re- development project in the Bunker Hill section of downtown Los Angeles, which ' will involve over 1,000 units of housing. Mr. Kamnitzer's expertise in housing is reflected in his participation in the design and construction of over 12,000 units of private sector housing and over 1,000 units of government subsidized ' housing. ' Mr. Kamnitzer is a professor of Urban Planning and Design at the School of Architecture and Urban Planning at UCLA, which he helped form in 1965. He has achieved an international reputation for his published research in the integration of planning and design determinants in urban development through computerized graphic processes. This concern for coordination of various development inputs ' also is reflected in the urban design workshop and urban development courses at ' UCLA in which he focusses on the inter-actions of physical, economic, social, and cultural forces in the planning and design of large scale environments . ' -15- JOHN COTTON, AIA, Partner ' Mr. Cotton received his Bachelor of Architecture degree with distinction from the University of Minnesota in 1953, and the Master of Architecture degree from Massachusetts Institute of Technology in 1959. He is a member of the Amer- ican Institute of Architects and is a registered architect in California. ' Mr. Cotton has participated in a number of planning and urban design pro- jects. including the Master Plan for the Western Redevelopment Agency in San Francisco, the Long Beach Redevelopment Project, the master plan for the New Pike Amusement Center. He is presently the partner-in-charge of .the residential mas- ter plan for a 716 unit redevelopment project in the City of Santa Ana. Among the architectural projects Mr. Cotton has been instrumental in de- signing while with several architectural offices are: The American Embassy in ' Beirut; City Hall and Auditorium for Fargo, North Dakota; a Chemical Engineering Laboratory for Harvard University; the National Aquarium in Washington D.C. ; and Leeward Oahu University in Hawaii. Mr. Cotton has gained a reputation for design quality in residential de- velopment, winning a number of awards for design excellence, including the 1978 Golden Nugget Award for outstanding housing design. He has been partner-in- charge of a large number of housing and commercial projects. Mr. Cotton has also been the recipient of such awards and grants as a Fulbright Scholarship to France, the Bruner Award and the Rotch Travel Grant. ' -16- THOMAS R. VREELAND, JR. , AIA, Partner Mr. Vreeland has a reputation as one of the outstanding architectural designers in the united States . He received a number of design awards, in both urban design and architecture. Mr. Vreeland received the Master of Architecture Degree from Yale University in 1954. He is a registered architect in California, New Mexico, Pennsylvania, Florida, and Maryland, as well as a National Architectural Registration Board ' Certificate holder. He is a corporate member of the American Institute of Architects. Prior to starting his own practice, Mr. Vreeland worked in the office of ' Louis Kahn, architect of the Indian Institute of Management in Ahmedabad, and considered by many as being one of the outstanding architects in the twentieth century. While with Mr. Kahn, Mr. Vreeland participated in the development of ' the Salk and Richards Laboratories. ' Mr. Vreeland won the 1963 Urban Design Award from Progressive Architecture ' for the planning of Cooper's Point, Camden, New Jersey. He also completed six other studies of areas within Camden in association with his original study. He tserved as a urban design consultant to Camden for four (4) years . Mr. Vreeland also participated in the design competition for development of the urban core of Tel Aviv, Israel. ' -17- In architecture, he has won design awards from the Philadelphia Chapter of the AIA, the National Producers ' Council and the Pennsylvania Society of Archi- tects for the Beachcomber Swim Club Pavilion. He received the Pennsylvania Society of Architect's Charette Archetypal Award, and the Pennsylvania'Society of Architects Honor Award for the Rittenhouse Swim Club. He was also a runner- ' up in the Boston City Hall Competition. Mr. Vreeland was a major force in starting the School of Architecture and ' Urban Planning at UCLA, where he was chairman of the Architecture Department from 1968 to 1972. From 1965 to 1968 he was Chairman of the Architecture Department at the University of New Mexico; previously, he was on the architecture faculty at the University of Pennsylvania for ten years. He is presently Professor of ' Architecture at UCLA School of Architecture and Urban Planning. Mr. Vreeland was a member of the Beverly Hills Planning Commission for four (4) years , and has served as Architect in Residence at the American Academy in Rome. r r -18- Architectural Awards Published Work 1978 Golden Nuctget Award to Sequoia Village and Educational Facilities Progressive Architecture, I ebruary 1968 Veteran Rochester Apartments For A New Town New Schools for New Towns, RDF 4 Rice University, 1967 1971 County Board of Supervisors Community and Environmental (Rice Design Fete, 1967) Nation's Schools, September 1967 Award to Brookside Village City Center Urban Renewal Progressive Architecture-, February 1967 1971 Southern California Gas Company"Balanced Power"Award Plan For Camden, N.J. to Fair Harbor Apartment Complex Forman Residence Casabella, November 1963 1970 General Electric Builder of the Month Award to Brookside Therapeutic Research Architecture d'Aujourdhui, April 1968 Village Laboratory Zodiac No. 17, May 1967 1968 AIA,House and Home, Homes for Better Living Competition, -40 Under 40," Exhibition, Architectural League of New York 1966 Honorable Mention to Mediterranean Village Arts and Architecture, April 1965 1967 Los Angeles County Board of Supervisors, High Standards Tel Aviv- Yaffo Arts and Architecture, January 1966 of Planning Design and Construction to Rancho Los Feliz Town Planning Competition Perspecta, 9110 1967 AIA,House and Home, Homes for Better Living Cooper's Point-Pyne Poynt "40 Under 40," Exhibition,Architectural League of New York, 1966. Competition, First Honor Award to The Esplanade Neighborhood Plan Journal of Housing, December 1963 0 Camden,New Jersey Progressive Architecture, Awards Issue,January 1963 1967 City of Los Angeles, AIA,Grand Prix Award for one of 36 Boston City Hall Competition New Directions in American Architecture, R Stern Braziller, 1968 Most Significant Buildings Erected hi Los Angeles Area New Mexico Architect, November 1965 Since 1947 to The Esplanade Casabella, November 1963 °, i966 Southern California Chapter of AIA, Honer Award for Progressive Architecture, April 1963 j Excellence in Design and Construction to The Esplanade Beachcomber Swim Club Zodiac No. 17, May 1967 1965 Los Angeles Horne Show, First Honor Award for a Progressive Architecture, April 1966 Full Scale Townhouse Exhibited Charette, Awards Issue, December 1964 1964 Philadelphia Chapter AIA,Citation for Excellence to Rittenhouse Swim Club -40 Under 40," Exhibition,Architectural League of New York, 1966 Beachcomber Swim Club Pavilion New Mexico Architect, November 1965 1964 National Producers' Council,BenjaminArts and Architecture, April 1965 Franklin Medal to Architectural Design, March 1964 Beachcomber Swim Club Pavilion Casabella, November 1963 1964 Pennsylvania Society of Architects, Honor Award to Canadian Architect, September 1962 Beachcomber Swim Club Pavilion Charette, Awards Issue, August 1962 Progressive Architecture, July 1961 1963 Progressive Architecture, Urban Design Award to Cooper's Point-Pyne Poynt Neighborhood Plan -The Esplanade Arts&Architecture, June 1966 Architect urelWest,June 1967 1962 Pennsylvania Society of Architects Honor Award to House&Home, August 1967 Rittenhouse Swim Club Mediterranean Village House&Home, September 1968 Rancho Los Felix House&Home, March 1969 The Meadows House& Home, May 1969 "Home," Los Angeles Times,August 1969 Professional Builder, February 1972 The Heather Better Homes& Gardens, Winter 1971 Professional Builder, February 1972 Villa D'Vento Professional Builder, June 1971 Brookside Village Professional Builder, September 1971 House&Home, March 1972 Mariner's Village Professional Builder, February 1972 Cross Creek Village Professional Builder, May 1973 Bunker Hill L.A. Architect, June 1978 Selected Projects Educational, Medical, Conference Center, University Extension &Alumni Planning & Urban Atomic Energy Commission Scientific Laboratories, Institutional Center, UCLA, Los Angeles, California 1970 Design Los Alamos, New Mexico 1973 Institute for the Future, Owen.Brown Village Center, Middletown, Connecticut 1969 Columbia, Maryland 1973 Continuing Education Facility for Physicians, Stanford Center, Stanford University, UCLA-Los Angeles, California 1966 Stanford, California 1972 Social Services Complex, United Fund of Camden City Centre Urban Renewal Area. County, Camden, New Jersey 1964 Camden, New Jersey 1966 Therapeutic Research Laboratory, Tel Aviv-Yaffo Town Planning Competition, University of Pennsylvania, Tel Aviv, Israel 1964 Philadelphia, Pennsylvania 1964 Cooper's Point-Pyne Poynt, Neighborhood Plan, New City Hall, Camden, New Jersey 1962 Boston, Massachusetts 1973 Multiple Residential toucher College, 900 Units, El Salvador Medical Center, El Salvador, Baltimore, Maryland 1974 0 Central America 1962 Kings Road, 300 Units, ` Commercial and First Island Shopping Center, Los Angeles, California 1973 Retail Hallandale, Florida 1973 Villa D'Vento, 88 Units, Owen Brown Village Center, Rolling Hills, California 1970 Columbia, Maryland 1973 Mariner's Village, 1.000 Units New Store for Design Research Marina del Rey, California 1970 Beverly Hills, California 1973 Brookside Village, 305 Units, Venice Nokomis Bank And Redondo Beach, California 1970 Shopping Center Complex, The Heather, 404 Units, Venice, Florida 1972 Fox Hills, California 1968 Commercial Center, City Centre, The Meadows, 573 Units, Urban Renewal Area, Camden, New Jersey 1966 Fox Hills, California 1968 Sports & Recreation Swim Center and Tennis Club, Esplanade, 38 Units Owen Brown Village, Columbia, Maryland 1973 Sherman Oaks, California 1963 Sierra del Sol Ski Condominium, Single Family Lowell Residence, Taos Ski Valley, Taos, New Mexico 1969 Bel Air, California, 1973 Resort Hotel Del Cabo San Lucas, Studio for Marian Pike, La Paz, Baja California, Mexico 1968 Hancock Park, Los Angeles, California 1972 Beachcomber Swim Club, Marsh Residence, Whitemarsh, Pennsylvania 1963 New Canaan, Connecticut 1971 Rittenhouse Swim Club, Smith Residence, 5WWelr�Pen*ikaniiW0 ®Soc1ft0ill,J"adeWW, P(�lvannJ96riM HOUSING PROJECTS CARSON GARDENS 100 Units - HUD Housing for the Elderly - 3 Storey Buildings Carson, California Recreation Facilities MASTER PLAN FHA High-Rise and Apartment Buildings ' San Francisco (with Minoru Yamasaki) MASTER PLAN FHA High-Rise Apartments ' Honolulu, Hawaii (with Minoru Yamasaki) MASTER PLAN Santa Monica Shores, FHA High-Rise Apartments ' Santa Monica (with Welton Becket & Associates) GARDEN APARTMENTS 250 Units-FHA Garden Apartments-Recreational Facilities Ventura (with Hugh & Donald Gibbs) MARINER'S VILLAGE 1,000 Units-Garden Apartment Complex Marina Del Rey Recreational Facilities and Club House THE MEADOWS 573 Units-Garden Apartment Complex Fox Hills Recreational Facilities and Club House ' THE HEATHER 404 Units-Family Apartment Complex Fox Hills Educations, Recreational and Child Care Facilities ' CROSS CREEK VILLAGE 532 Units-Garden Apartment Complex Playa Del Rey Recreational Facilities and Club House ' KING'S ROAD 200 Units-Three Story and Mezzanine Apartment Project West Hollywood Recreational Facilities ' VILLA D'VENTO 88 Units-Garden Apartments Rolling Hills Recreational Facilities ' THE FOUNTAINS 265 Units-Apartment Complex Culver City Recreational Facilities and Club House SANTA ANA TOWERS 200 Units-HUD F?cusing for the Elderly-Nine Storey and Santa Ana, California Three Storey Buildings Recreation Building and Ancillary Facilities ' PONDEROSA VILLAGE 90 Units-HUD Housing for the Elderly-Three Storey Buildings Camarillo, California Recreation Facilities -21- 1 1 ROSSWOOD VILLA 199 Units-HUD Housing for the Elderly-Three Storey Buildings Santa Ana, California Recreation Facilities INTOWN APARTMENTS 316 Units-HUD Family Apartments-Three Storey Buildings Santa Ana, California Recreation Facilities CANDLEWOOD PARK 80 Units-HUD Elderly Housing-Three Storey Buildings ' Lakewood, California Recreation Facilities LITTLE TOKYO APTS. 100 Units-CRA/HUD Apartment Project-Five Storey- Los Angeles, California Subterranean Garage Parking Recreation Facilities BUNKER HILL PROJECT CRA-5 Parcel Project-5 Storey and 35 Storey Tower- Los Angeles, California Subterranean Garage Parking Housing, Commercial and Recreational Facilities Parcel E-3: 140 Units + Commercial Parcel E-4: 140 Units ' Parcel A : 177 Units Parcels L/M:395 Units + Extensive Commercial ' PRIMROSE VILLA 75 Units-HUD Housing for the Elderly-Three Storey Building Monrovia, California Recreation Facilities VILLA OLIVE OAK 81 Units-HUD Housing for the Elderly-3 Storey Building Monrovia, California Recreation Facilities CANYON TERRACE 140 Units-HUD Housing for the Elderly-Two Storey Building La Verne, California Recreation Facilities PORT HUENEME 50 Units-HUD Housing for Family Townhouses-3 Storey Building Port Hueneme, California GIANT STEP 115 Units-Rehab existing 9 Storey Building for. Elderly ' Los Angeles, California Housing -22- ADDITIONAL PROJECTS tTHE VILLAGE Hillside Shopping Center Palos Verdes, California MUSEUM OF ART 35,000 sq. ft. Addition and Remodel of Existing Museum Santa Barbara, California TOWNE CENTER SCHOOL Elementary School for Irvine Unified School District Irvine, California ' WORLD SAVINGS AND 10,000 sq. ft. New Branch Facility LOAN ASSOCIATION Santa Ana, California ' SCHOOL OF ARCHITECTURE New Library and Remodel of Existing Building UCLA CABO SAN LUCAS HOTEL Hotel Complex and Recreational Facilities La Paz, Baja California ' MASTER PLAN Atomic Energy Commission Scientific Laboratories Los Alamos, New Mexico r ' -23- The firm has been most active in the field of housing. Projects range from private residences to large scale muIti-family apartment and condominiums,from low-rise to high-rise. The firm has produced over 1,000 units of government subsidized housing both for the elderly and for familiesand almost 15,000 units for the private sector. p The illustrations shown represent only a very small sample of the housing projects produced by this office over the last twenty years. Y M } M I N c Y fir. "!1 _ I��,..:•.ryyl h,l y� s {�?5 [ "xi $J 5 t F Ps L f b 'F SS" .`k ',� zee l h� i ;�� ,,pspc.>Ee,'1 �r'�:'it � d: 'A'r'� �i� nt1;>r�„-f. S a �> .��;�' t E'�.s� � .� <. :�-•.;•-rs Y `yyd ''nn s•3 ',�i; *ate 44 �' 4 ;,! 14.'y.�. j�y I t '�r�gg -i.{?+�k +. � � ya .t •�}a�, �'; ;.. � � yr.'��':��y fit• a; r', y '"�. .�h fk �f4 f % �'�t �`s;, ",�y ;� �z��tF� ���1I��Y,she ✓rxrt 2 � r n t,. eY � �s� �A✓k 4c;x �S .w a. �� 1 �$Y` i ar, 1 g y r''�y�`t}�4.r t�?.e`��') `. ., r. day tz 440 ot i,. �,;a w+t . ,� ,r ..».,�4m .r J'. ., "5` �� \ b_ �,'� ' •rsji_ F _i �" 1 ..7 ♦ .I, 1� Institute for t he Future The Esplanade Apartments ",. First Island Shopping Center Marion Pike Studio .• " ,jay j y id ,�. ii t _,ay'1 tT 7�p Al P�f _ `> Goucher College,Housing Project Rittenhouse Swim Club tpq � P01 �' �a Lowell Residence Therapeutic Resaarch laboratory Venice Nokomis Bauk Mariner's Village Apartments e�v f�Wir a � ' R►�Ir1l1 Beachcomber Swim Club Boston City Hall,Competition Cooper's Point-Pyne Poynt,Urban Design Stanford Center,Master Plan M M M ® = M = = M M Bunker Hill Redevelopment Los Angeles, California 1977 An integrated development of housing,commercial,entertainment facilities and green i areas intended to revitalize what has been a lifeless area of downtown Los Angeles. 1,000 units of housing located on 5 parcels are to be united with pedestrian paths and ap�it,�,�:��='��t__�da��dt•,�w�i:..dK3s�,,.4-apt-.W.. ..p,:,�,,.i7�� •; bridges tieing into an existing pedestrian network. Building masses,open space and 1 jy commercial facilities are designed to weave the existing and the new into a har- � �t. monious pattern. Most of the buildings are 5 stories,stepped back,terrace structures _ P [r1 which emphasize the residential scale. Modern lines and rich texturing created by greenhouses,colorful awnings and planters are intended to counteract the stark, high rise oflice buildings in the area. The first phase is the complex located diagonally from the music center. A pedes trian bridge links the center to an urban plaza surrounded by eating and shopping ' �f ° III r t Facilities heretofore inaccessible to music center patrons. Lavish gardens offer �{ f f III ; P g' V L l I �, I Ili recreational open space with pool,jacuzzi and sun decks. The project will be constructed in four phases,beginning in 1978 and complete -- l r in 1983. l 'I y ' 6 x " , t� IT a � - ►� frrrmtmmnmr �nn� fit mm>i mnr n�nmtn -• Stanford Center Plan Stanford University California, 1972 Comprehensive Development Plan for a new urban center, including a shopping and entertainment center,office build- ings,Hotels and apartments. An expanding medical center _ Q + and a'hoptel' form part of the total development. The first phase,commissioned by the Rouse Company of Columbia, Maryland,will consist of the addition of 300 000square �� �� (� •� �� feet of leaseable area to act as a link between an existing Q _' shopping center and two major department stores,presently isolated from the rest of the commercial activities. Stanford Center is planned to serve as a focus for social and economic activities for Stanford University,the city of Palo Alto and for the surrounding communities. A potential Bay Area Rapid Transit Station is expected to greatly facilitate the X� realization of the ultimatedeveloprnen[plan. Ar i� c 4 .. ® ® ® � ® i ® I� ®. ® ® ® lit• .. � ® �I � Tel Aviv—Yaffo Town Planning Competition Tel Aviv, Israel 1964 A redevelopment plan for the core of Tel Aviv, linking the r s various activity centers in a manner which enhances the concept of the core as a "city of ideas and leisure". This o , _ ' I. " would be achieved by: 'I7— + - � � • interweaving new and old street patterns and land uses - in a saw-tooth relationship, to reduce the boundary between new and old; • providing public access and services to the obscure and poorly-served areas,building government offices and other pudic investments#n these areas. t � A recreational/tourist complex will be constructed on #A K} reclaimed land along the wharf to stimulate commercial a +�1 r activityand minimize dislocation of existing facilities. 9 I t �. Thisdevelopment would providea counterpoint to the recreational activities on Old Yafo Hill encouraging pedesttian activity along the new quay connecting the two recreational areas. A linear office district will be developed along two legs of a triangle defining the residential area These buildings are conceived as large high rise structures which will enhance the existing offices and encourage new development. Residential development will occur predominantly in the triangle formed by the linear office complex and the coastline. 3,000 housing units are planned,the majority of which are flats and duplexes in continuous four-story walk- up apartment buildings. 1,000 larger units will be provided in 4 slab buildings located on the reclamation site along the coastline. v II- 1 1 f Aconstruction-rehabiiitationL ar citizens-families � s� n Concepts, HousingConcepts is a artner.sni^ whose principals, Reed Flory and Michael P P .- P P � Y ' A. Casciola, have extensive experience in the field of assisted housing. The partnership was formed to deal exclusively in sponsoring the construc- tion of senior citizen and family housing units through the available private and governmental funding programs designed to assist new construction and re- habilitation development. As part of the sponsor/developer team, Housing Concepts assumes the re- sponsibility for coordinating all phases of the development activities. These 1 duties encompass the selection and acquisition of a site; acting as liaison ' to the architect and builder during development of the design, drawings and spec- ifications through the bidding process and the construction of 'the improvements ; and the creation or selection of a management capability to maintain the project. Housing Concepts also strives to establish good working relationships with local governmental agencies and community leaders . The firms major emphasis is to create assisted housing by applying sensitiv- ity to the planning, design, construction and management of a development. ' THE PRINCIPALS REED FLORY has been professionally associated with assisted housing develop- 1 ment and state and federal housing programs since 1973. In the capacity of planner ' and division manager for the County of Orange, he held responsibility for all as- pects of the County's housing program including: - Acting Executive Director of the County Housing Authority, Maintenance and development of the County's Housing Element, - Initiation and implementation of the County's Urban County, Block Grant Application ( 3 years/$10 million) and, 1 Extensive inter governmental and inter jurisdictional coordination. -30- While in County employment a major responsibility of his was the pack- aging and processing of 300 units of -new construction section 8 units facilitated 1 through the use of priority processing and block grant funds. IAs a developer/sponsor of section 8 assisted housing Reed Flory has re- ceived several design competition selections from the Federal Department of 1 Housing and Urban Development including both new construction and substantial re- habilitation. He performed all functions related to site selection, proposal preparation and coordinated of design and financial programs . ' Michael A. Casciola is an attorney admitted to the Bar in California and New York. He has been associated with the development of assisted housing since 1966 and has held several positions in the Housing Development Administration of ' New York City dealing with the implementation of housing assistance programs . ' He has represented private sponsors and assisted non-profit spsonsors in the formation of sound development teams to aid in the development of assisted housing ' units to restore blighted and deteriorated housing. Included in his housing activities he served as the administrative officer of a management firm that managed over 800 units of low and moderate income housing a portion of which were ' subsidized under various governmental programs . His responsibilities included the planning and coordination of office functions as it related to the maintenance personnel to uphold desired maintenance standards . Prior to his joining Housing Concepts he served as consultant to the ' Southern California Association of Governments (SCAG) to assist in implementing the development of- Section 8 new construction units . He coordinated the activities of various cities and the developers w_th SCAG and HUD. He also consulted to Orange County' s Environmental Management Agency on a study to ascertain the extent -31- of housing deterioration throughout the county and structure a neighborhood preservation and rehabilitation strategy. Most recently he has represented a private developer/construction company and acted in the capacity of project manager for assisted housing developments . His duties included the interfacing of the various phases of the development in- cluding site selection, design, bidding process including negotiation with financial institutions and HUD and included all the required legal work to process ' the application through to a closing. r 1 r "JL' CURRENT CLIENTS AND PROJECTS 1. Casa E1 Centro - Sponsor/Consultant 56 unit, Section 8, elderly, 3 story ($2,100,000) La Habra, California (Firm commitment stage) 2. Casa Pacifica - Sponsor 91 units, Section 8, elderly, 3 story ($3,400,000) Port Hueneme, California (Conditional commitment stage) 3, Giant Step's Downtown Rehabilitation - Consultant 115 units, 202/Section 8, elderly, existing 9 story ($5,500,00) 816 So. Grand, Los Angeles, California (Final proposal stage) 4. Corona - Scattered Site Rehab - Sponsor/Contractor ' 10 units, Single Family Rehab, 3 units new construction families ($500,000) Corona, California (Preliminary proposal stage) 5. Monterey County - Moderate Priced For Sale Condominiums 65 units, condominium, moderate priced for sale units Pacific Grove, California (Initial design stage) 6. Current Proposals include 196 units of family in Southern California. area 100 units of elderly 30 units of scattered site rehabilitation -33- MANAOEMEN COMPANY o 6330 SAN VICEI!TE BLVD. LCS ANIGELES, CALIF. 90048 ` (213} 930 2300 SiJITE 302 i213} 669 6450 MANAC-EMENT COMPANY 6330 SAN VICEN i E BLVD. LOS ANGELES, CALIF. 90048 (213) 930-2300 SUITE 302 (213) 659-6450 ' S. K. MANAGEMENT COMPANY The following is a resume of S. K. Management Company and the services that we offer. S. K. Management has been in the business of managing HUD subsidized projects since 1970. Eighty-five percent (35%) of the company's ' business is in this area. Our firm manages directly some 6,500 HUD units and asset-manages about 9,500 additional units. Besides managing in California, where the predominant number of projects are located, S. K. also manages in Arizona, Washington, Oregon, New York, New Jersey, Connecticut, Indiana, and Rhode Island. Although we prefer the West, Midwest, and the East, S. K. is capable of managing HUD properties any place in the United States. ' Our operation is profit-motivated. We have specialized in turning around bad projects and making them good ones. We have turned around approximately thirty (30) troubled projects in the last ' two and a half (22) years. Where S. K. Management has been the Managing Agent at initial occupancy, S. K. has paid a sponsor' s dividend on every project in this category. We have a strong in-house team. Our Executive Director has been with the firm for seven (7) years, working his way up through the company, beginning as a Resident Manager. Our Controller has been with the firm for fifteen (15) years. The Field Directors and the Supervisors have all worked their way up the ladder, better insuring that each person is fully cognizant of the duties and requirements of each phase of apartment management. I have held the position of President of the Los Angeles .Association of HUD Managing Agents. I am presently Chairman of the National Advisory Council of HUD Managing Agents (an advisory group to HUD in Washington) and was awarded the honor of being named the National Managing Agent of the Year by the National Center for Housing Management in Washington, D.C. In addition to direct management services, S. K. Management can provide additional services. We conduct market studies on prospective projects which our clients may be interested in purchasing. We also do site analyses and financial analyses on projects which our ' clients plan to develop themselves. These reports could be used in dealing with public companies, where such reports are necessary, or shown to investors for in-house syndications. ' -34- e Formerly: STEINBAUM MANAGEMENT CO. APARTMENTS '- CONDOMINIUMS • HUD SUBSIDIZED PROGRAMS Resume of S. K. Management Company Page 2 As a Managing Agent, our firm works with the architects at the planning stage to see that the project is being developed in the best possible way from a management viewpoint. For projects being developed in parts of the country in which S. K. Management cannot manage directly, S. K. can recommend top agents in almost any state due to our affiliation with the National Advisory Council of Agents. S. K. can provide a monitoring service for the construction of projects which are located in other parts of the country. Finally, S. K. can provide buyers for projects. This can be done on , a private basis or can be done with one of the public companies with 1 which S. K. is affiliated. We feel that we can provide many valuable property management services to owners , investors , and developers. We are always happy to meet and discuss our services with prospective clients. Please feel free to contact the undersigned at (213) 930-2300. Very truly yours, S. K. MANAGEMENT COMPANY erry S,teinbaum Managing Partner v -35- PROJECTS CURRENTLY -UNDER MANAGEMENT: ALVARADO GARDENS 122-44206-LDC ARMORY PARK 123-44803-NP ASTORIA GARDENS 122-44020-LDP AZUSA 122-44158-LDP CARSON 122-44371-LDP tCASA BIEN 122-44645-LDP CASA COLINA 129-35062-PM-WAH-L8 CEDARBROOK PARK 031-N136-WAH-RAP CENTERVILLE COURT 013-40NI CENTRAL 122-44316-LDP CENTRALIA 122-44334-LDP CERISE 122-44309-SHM CHARLOTTE LAKE RIVER DH-5-55 HOUSES CHESTNUT MANOR 122-44424-LDC COUNTRY ACRES 073-44177-LDC DELANO GARDENS 122-35110-LDP-SUP DOWNTOWN PLAZA 136-44115-LD DUDLEY OAKS 122-44192-LDI EAGLE APTS.-PHASE III 016-44039-LDP-SUP GLENDALE 101-44099-LD JAN LYN 122-44440-LDP L.A. PRO 122-44542-LDP-EC LEMOLI 122-44315-LDP -36- LEMOSKO 122-44462-LDP ' LINCOLN PARK NORTH 122-44702-LDP ' MARKET PARK 122-44119-LDP NOTTINGHAM TOWERS 017-44087-LDC 1 MOUNT VERNON 016-44025-LDP-SUP OLNEY TOWERS 016-44055-LD ONTARIO TOWNHOUSES 122-44253-LDP ' PLAINFIELD SENIOR HFA-425 CITIZENS SHERMAN WAY BILTMORE 122-55075-LDP SILVERLAKE VILLAGE 122-44350-LDC SPRINGVILLA 016-44061-LD SPRINGWATER 101-44035-LD SYRACUSE PARK 122-44212-LDP TEMPLE NORTH 016-44025-LDP-SUP TRANS PACIFIC 136-44079-LD GARDENS II TWO WORLDS I 122-44576-LDP-EC TWO WORLDS II 122-44730-LDP-EC VALLEY PRIDE 122-35109-LDC-SUP 1 RETIREMENT VILLAGE VENDOME COURTS 122-44689-LDP ' WATERVIEW 016-44075-LD ' WESTMINSTER SQUARE 101-44144-LD WOODBROOK HOMES PFA-8-49 ' YUKON 122-44294-LDP -37- t � Financial Statement FINANCIAL STRENGTH 1 OF THE WILLI_AM LYON COMPANY The William Lyon Company has consistently been referenced as one of the five largest builders in California and therefore one of the largest builders in the nation as a whole. This privately held corpora- tion demonstrated during the housing construction depression of 1973-74 that its strength was real and applied, enjoying as a result 80-100 per- cent sales increases over that period. Gross residential sales volumes over the last five years have been: 1978 $95,000,000 1977 83,700,000 1976 76,814,000 1975 45,419,000 1974 31,745,000 Projected sales volume for 1979 is expected to be in excess of $100,000,000. Readily available credit references include: Continental-Illinois National Bank & Trust Co. 231 South LaSalle Street Chicago, Illinois 60693 Union Bank 500 South Main Street Orange, California 92668 Additional confidential credit information can be made available if appropriate The financial strength of The William Lyon Company enables them to obtain very substantial and favorable financing with two of the largest banks in the country. -JB- W Z Jn 10" "d >" - two t d K,I I } TOP . ' - M Yr' s x; 4 - ,� h`S..- s' xs.� � .ems`-�.. `r.o�„ • ��`Sn �W+c\,. q' 0 ,f_4 '! X: M. � Y t .Y 1 '"" 0.a��£iL, i ,•,. � sb ,sa `�'„# �'�'�. �,s R�� �f,.�''� �,''t'c`.c�„ ��- `�•�� p Ate` ,B6051F� yBa,n,.f .� %. x�: yP�`i ��✓ �, ze g{�'y'J=� ��Z` +�+k. E ? a+ SOUTHLAND LEADERS—Top 10 among South moor- Homes, lower row; from left, J. Dcuglas 1 em California homebuilders are; top row, from Pardee; Pardee Construction.;Jerome H. Snyder, left, Randall Presley, Przsley of Southern Cali J. H. Snyder; J. P. Wormington, Warmington fornia; Robert L. Mayer, Mayer Construction; Development,Richard Lewis; Lewis Homes, and 1 Michael Toohey, Ponderosa Homes; Peter M. Jona Goldri , Prestige Homes « Goldriclz, Kest Ochs, Wiliam. Lyon; Richard B. Smith, Broad and, Associates. The full ranking is below MILIAMIvN UQUAR R- 5 Orr va aw cftcaas%ft a enact- CWWa vI j asek.Pr Wi"t omew -- taawtewJ ftsdfem) caakroct" WWn" numn ,adeiwars.. :n..nao.p. 1 PRESLEY OF SO r". 1.543 327 Newprt Bead,Randal!Preslelr:.=0 ' SI 0 (100.0p) (75.0A) - (254%) 46 2. MAYER CONSTRUCTION CARP Z031 iS3 1.677 M .. Do".Robert L ?Aayer. ...Sal 1025 (ICA.UO) (6.34) (8z6%) au0 ') 7-2 1 3 PONCEROSA HOMES 1'.M- 775 _ 2`0 j Irene,Micnaei krley.........84.4 78.0 (1C0.0 a) (75:61) : (234a} 90 4 THE WILIJAM L YCN M. 1.?C0 .1,2m: - IY) 1C0 (7.7!; (7%ei 1 �nmr a•.�� � .�5 SROADMOOR HOWS 65 -4 d67 137 hne,Fic;ard S.Zind..... ..7-.1 76.3 (iC0.0A) (71A%) — (28.60) 78. 6 PARDEE CCNSTRB r03 Co. 1.2'5 LIM — 116 Las Angeles,J.Cougias Pardee...53.A. 69.9 (MO.O°) (90.90) - (9.1%) an 1 -39-- i3 - 347 7' 1 N.SNYDER CO. -' 377 Los ;ngeles Jerome fi.Smtddra....0 .0 42.D (100.0%) (8.0A) (92-00) 11 VIP La INTRODUCTION ' The task of planning and designing a Center and Housing Facilities for Senior Citizens on the selected site in Huntington Beach offers unique oppor- tunities and challenges. The particular location of the site within the city context (past, present, and future) ; the relationship to surrounding land uses; the existing Library on a prominent part of the site; well-established pedestrian ' movement patterns. . . . .all these provide a rich background for approaching the task. In addition, the relationship of the Housing portion of the project to cfiee ' Senior Citizen .Center, and, in turn, the relationship of these two to the exist- ing Library seem to. hold the.key to a successful planning and design solution for this project. THE URBAN CONTEXT The site has been the center of the community for many years . It is remem- bered as such and strong feelings are associated with it, particularly with the Library. The open space with its tall palm trees represents an important element ' of this part of the city, especially for the Church congregation on Sixth Street. Main Street provides the important link to the Beach Promenade with its pier and recreational facilities, as well as to the shopping areas al g the Coast High- way. The contemplated re-development of this area, hopefully estended to the Library, could make the project site the northern node of the linear spine along 1 Main Street, linking together urban activities in an inviting manner for pedes- trians and motorists alike. Viewing the site as such, a northern node requires ' the creation of an environment which has sufficient activities and attractiveness to provide the necessary "pull". -40- SITE PLANNING CONSIDERATION Residents of the one and two story hz homes along^k Sixth Street and Orange ' ti:.t$'s3tihue:M^`uF.i+w"fiRvn&kim.."T4PuiT.1:;'Y...++kv'm....bra•+wtl!luLi.a:?,^.'.^•Smxt'.xFswL+''MWed.r ...may ... Y�s,. Avenue should certainly be protected from building masses which could be overpower- ing and be alien to a residential scale. Accordingly, the building masses facing these two streets should be limited in length and in height. if possible a trans- ition in scale to the one and two story high residences should be attempted. ' The church congregation, so accustomed to the open space on the project site, should continue to enjoy a feeling of openness and a view of the handsome ' palm trees. The residents of this area accustomed to cutting through the project site from Sixth Street to Fifth Street, should continue this privilege, traver- sing in an attractive environment. ' The library with its important emotional context and its potential of broadening its activities, should form the nucleus for a neighborhood center. ' To encourage this development, the library and the proposed senior citizen project should be closely joined in an environment where people of all ages can mix, so as to enhance interaction and avoid isolation and alienation. The library amen- ities can be enlarged to include an arts center and other cultural activities as well as research and study for the near-by retraining center. ' A commercial facility should be in proximity offering convenient shopping facilities for the elderly. A coffee shop with indoor and outdoor eating facil- ities could combine convenience with colorful activity and lively interaction. ' A delicatessen/pharmacy-type shop and a beauty shop would also be helpful to residents and center users alike. Citizen Housing should be part of this lively action, yet at the same time should have a protected quiet area all of its own, relating to the scale and atmosphere of the residential neighboring streets. ' THE SITE PLAN ' Following the site planning considerations described above, particular emphasis was placed of the connection of the library, the Senior Citizen Center ' and the Housing Units. A central open space was created uniting the housing with the senior citizen center, and via a covered walk, with the library. This open space can be entered from both 5th and 6th street, partially underneath the build- ing mass . Here internal and external circulation can mix, the elderly being in touch with people of all. ages . The convenience store, with its indoor and out- door tables, adds life; shuffleboards and tables for checkers provide outdoor recreation. The covered passage provides the like to both the center and the ' library with its variety of activities during the day and evening. The entrance to the Housing was consciously placed off this central open space, so as to maximize social interaction and to make arrival at one's home a cheerful event. The number of units has been limited to 157, to respect the residential 1 scale both of the project itself as well as of the surrounding neighborhood. Parking for the housing portion was placed underneath the building, optimizing open green spaces for the residents . ' The center parking was provided on grade, with additional spaces available at the site curbside. Should experience show that additional center parking -4 2- would be required in the future, a deck over the open parking area would add twenty-eight (28) cars . ' Housing was placed on the south-western part of the property. In this way it relates well to the private residences on 6th Street and Orange Street. The ' length of the building mass along 6th Street is limited to less than one-third of the property line, and the building mass is not more than three stories, to meet the spatial needs of the single-residence inhabitants . The houses on Orange Street look into the open green space of the housing portion and face only the narrow end walls of the building mass . The ends of all wings of the housing units are stepped down from three to two to one story. This provides a transition to the surrounding single residences, and also softens the edges of the project itself. ' The senior citizen center is located between the housing units and the library. It faces 6th Street and, indirectly, Main Street. The visibility from Main Street is important, both th announce its importance to the community and to permit the elderly to see "the action" on this artery. The center is penetrated by a covered walk which is the major ir_ternal link to the library along a sky-lit lobby, offers entrances both from Fifth Street and ' from within the project. LANDSCAPING An attempt was made to save as many specimen trees as possible. The land- scape treatment will be more "urban" in the courtyard areas connecting the lobby, the center and the library, and more "rural" in the quiet court of the housing I 1 project. This quiet court will offer an interesting contrast to the hard-surfaced areas with soft planting, benches, pergolas, and curved walkways. Gentle earth mounding, throughout, particularly required for hiding the depressed parking area, will add variety to the planted planes . AMENITY PACKAGE The housing project offers a generous lobby for arrival, mail, manager's desk and seating areas for socializing, a recreation room with kitchen facilities, an arts and crafts room and public toilets . Outdoor facilities are described in the description of site plan above. A roof garden with a covered area offers seating with a view to the ocean. The laundry facilities are placed nearby, tak- ing advantage of the socializing opportunity here. Solar heating panels for the building's hot water supply are also located on this portion of the roof. A manager's apartment was situated on Fifth Street, so as to overlook all the interior and exterior strategic areas . PARKING Fifty-four (54) covered spaces are provided for the housing project and fifty (50) open spaces for the senior citizen project and the library. The utilization of curb-side parking and the option of adding a parking deck are de- scribed in the paragraph on site plan above. BUILDING CONFIGURATION The housing project is basically a three story type V structure. How- ever, the wing along Fifth Street is elevated by one floor above the parking area. This offers a variety of building heights, with the low wing facing the houses on Sixth Street. The lobby and public areas are in the connecting stem of the H form of the building, thus offering a natural flow-through from the quiet garden to the central space. The senior citizen center and the small commercial facility are diamond shaped to reflect the 45 degree angle placement of the existing library. These ' 45 degree angles further help to emphasize a ron-institutional character. Accord- ingly, some end units were designed to reflect this diamond principal. A walled seating area will be added to the library; garden walls and an open arcade visually connect the library and the center. i UNIT DESIGN Several unit types are being proposed, and most units are designed to 1 offer a view to the ocean via large bay windows . The emerging room form is rem- iniscent of the Victorian houses so particularly well represented in the San Francisco area. The spatial flow is enhanced by an opening between the living room and the bedroom. A folding door offers privacy when needed, but at other times the visual extension adds a generous dimension to the living unit. A large terrace provides a further link between living and sleeping quarters . All units have -45- ' at least one bedroom with a wall long enough to accommodate twin beds . Corner units have the added advantage of two orientations . Safety-related features such as smoke detectors, voice alarm, emergency signal alarm and closed circuit T.V. are provided in all units . Apartments for the handicapped feature over-size bathrooms for wheelchair 1 use, special grab bars, kitchens with under-the-counter open space, and extra wide doors . r FLOOR PLANS Housing: The modified "H" plan features two elevator nodes, with daylit lobbies. Additionally all corridor ends have daylight, and are offset to reduce their apparent length. The entrance door of each apartment unit will be emphasized by 1 painted wall panels, wall lights , prominent numbers and occupants ' names . ' The lobby and indoor recreation areas , the manager' s apartment, the com- mercial area and the garage are all built or concrete to permit three additional floors in type "V" construction above, as per building code. Senior Citizen Center: The center is divided into two main components : The major portion includes meeting rooms which can be adjusted to various sizes with flex- ible walls . One of these spaces will be utilized for the hot-lunch program, with adjacent kitchen facilities. Other spaces include entrance lobby, lounge with T.V. , reception and office. A receptionist is situated at the Fifth Street entrance, and public and special purpose transportation is visible from this lobby area. ' The smaller portion, connected by glass covered walk, houses the out-reach ' program with two offices and staff area, as well as the men's lounge. This area, separated from the main portion, offers a much-appreciated opportunity for semi- private activity. ' -46- SUMMARY In summary, it should be emphasized that it is the interaction of the various components of the total project that will make the difference between an uninspired and a lively, joyous environment. The individual buildings must be both functional and attractive. Yet, it is the site plan which ties the various indoor and outdoor elements together. If successful, an activity cen- ter is being created which will attract many people from throughout the city, thus forming the "northern node" of the contemplated redevelopment project. -47- i a O^ PfY�MMN � IhIyI�'I ED .b. .1I Itos.vnwwn Iw. `� NnI�NN. .Jl �R hW7tt�ru• tu.v. _ � / IIvnawwuY..... r.____� / i•. //// �iii /' •ONGM CIY� CWT9 .o ------------- . �w sw a�i•sres.r.nv,N.ftff •iwR�.�vm3 r�N ww w �� M�vw�°N�•aa...� 1 � � CIO Q ® 4•.rw j; ttN w► �w�� 7i H11P1�M.'M1F 11�M T'ig9. � MIIN/1t6 �� __ iFl B•W ❑ 1 ( ❑ ❑ ---1 F M uw( A4RRA AMAOILY505 G-IMCaG= EWTS OF TiNM SU4Ce ME CY'CoC.A%LL CQD[vkCEPTr' coo hl��•� k�i � �=_� �'`�M�--� i 1 - l ---�ws„ ertneer — ._. % � 4L. .sa•-4, r �j_—_ ��.-_ _--ruV» s ___ �__ —'_7--�i.,, G C°P +------+C"i^ .7 c3' ._.��--,� i _ c � � � �, ram. �'. /= [1 � �L� �•�. � �� 'aR CITIZENS HOU5IN& 5R CITIZENS CENTER i B4s p01n 2-A i•:d I5R.CITIZEN WOU5143 5R.CITIZEN CENTER UDRAM1I I ! p4.P.-'M 4 R,4 N�"l �. �MA+1^tl , O O O 1 OrEN G N 5P ,� I ``� �IIII!I I� : � a.NGRN T� aurrow wr wynr* �,� r ir1 "� f �' �'`54�� � •�W � (!.I il 'I I I!'��.�Ilrll.! 1I i I'j I.II' Tvwo' �� • I , ���4U 7 ��...' 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I ii•�'r _`�—+•'.. �%y i_. ..., �..,... �. i .� ,.. i � .�.�_, r. .. .`�__.. ... �--i If Aa .,+llP:i•.Jn•:.r•�,.,na....w a......+�.r��1.:..+�rul....Wk�1e aoau�6�� c�nwoR Arse I I Uxc I.Jd 1r L! n I wo. , C9.G(L C?Vk:<.tNCfV I,IU•M.Y wM.l.Y6Hv I so - 61.GYA'fSG'*h oc N7•r-t1.16Ttt� tt:�.i '�%'fT1. 7f�r'b'�'y i r i' p'''w��7J lS 0 JI.71 0 i f i i I R T- - MOM ,,,, .,' v k. ' :i '..', � .:,'rrJ•(s r r� `" '.r.. ,` :,.; il.,. --� 'sj ' .� -q �I I , �,,.,� ' `Ztr' � �.Cy '��• .! .'t'''�j +G7G� �r.� .5�:N,,.` /,, .I, i �� 00 jT, CIA V I F\Al -T- eET c:--�F� H E-:f-, s t e e e i Financing Program a RESIDENTIAL FINANCING PROGRAM CITY OF HUNTINGTON BEACH - GOALS In its Request for Proposals, the City of Huntington Beach requested that interested developers be guided by certain of the City's goals for the Senior ' Citizen Housing Component as they prepare their proposals. Among those goals were that the development contain 200-300 units for senior citizens, which was ' later adjusted downward to 150 units. The project was to contain a minimal of commercial space. In addition the city was to lease the site to the developer at a minimal price in return for a reservation of a certain number of units for ' senior residents holding certificates under the Section 8 existing rent program administered by the Orange County Housing Authority. ' DEVELOPER'S STRATEGY After a careful consideration of the goals and requests outlined by the ' City of Huntington Beach, the Sponsor has structured this proposal to maximize the :umber of units that would qualify for rental assistance either under the ' funding program selected or by tenant certification by the Orange County Housing Authority pursuant to the Section 8 existing rent program. The benefits of such a. program are twofold, first, it provides rental units to a segment of the pop- ulation that most needs it; our senior residents on fixed incomes, and secondly, if th=- Sponsor' s financial plan is successful, it will assure that no :.errant will ' pay more than twenty-five Percent (25%) of their income and that all will qualify to receive assistance by one of the alternatives discussed herein. The Senior -03- An examination into all of the possible alternatives for financing the ' development has led the Sponsor to believe that the best source would be to apply to the California Housing Finance Agency (CHFA) for both the interim and per- manent financing of this proposal. Preliminary discussions concerning the de- velopment have been held with CHFA officials both at their central office in San Francisco and the local office in Los Angeles . The Sponsor believes that CHFA offers the best financing available because at this time no .Department of Housing and Urban Development (HUD) Notice of Fund 1 Availability (NOW 's are expected to be advertised for senior citizen housing as a result of the successes of the City of Huntington Beach over the last sev- eral years in getting senior citizen housing built. In addition, since the site is not within a redevelopment agency area nor is there presently a referendum ' for assisted units, we believe that bond financing is not readily available nor can an issue be quickly placed. CHFA is empowered to finance new construction developments that qualify for Section 8 rental assistance under the new construction program and they have been ' allocated funds by HUD. They are currently providing interim construction loans at 621-7% interest rate with permanent long term financing available for forty (40) ' years at 72o. ' Because of the constraints of Article 34 of the California State Constitution, CHFA is only authorized to provide Section 8 new construction rental assistance ' to a maxiwum of forty-nine percent (49 ) of the units . The remaining fifty-one ' percent (51%) must then be offered at conventional rent levels . CHFA will not permit a skewing of the rents so that the assisted units bear a greater burden ' -64- ' of carrying the development than the other units. All rents must be uniform throughout the complex for similar type units . The Sponsors propose that the remaining fifty-one percent (51%) of the units be structured so that the rent levels will qualify for tenants to obtain assistance under the Section 8 existing rental program administration by the Orange County Housing Authority.- At first we were troubled by the complications that Article 34 might present because under the Sponsor's plan 100% of the units would be assisted. However, research reveals that the use of the existing Sec- 1 tion 8 program for fifty-one percent (51%) of the units in tandem with CHFA's Section 8 new construction rents for forty-nine percent (49%) of the units would- not violate Article 34. Counsel for the State of California's Department of Housing and Community Development has given the Sponsor a formal opinion letter that supports that conclusion which we well be pleased to discuss with appropriate City Staff. The Orange County Housing Authority has indicated that at the time this development is ready for occupancy it should have enough available certificates for existing Section 8 to meet the 51% demand. An agreement can then be entered into whereby the Orange County Housing Authority agrees to continue to certify tenants to the property as vacancies occur. The Sponsors have conducted a preliminary market survey of the area sur- rounding the site to ascertain waat the current rent levels are for existing units comparable to those we are proposing. The survey has shown that the Section 8 existing rent levels have become outdated and must be adjusted in order to meet -65- r ' 4 9 f! F the needs�of the certificate holders if that program is to achieve its intended results. ' Currentlythe HUD schedule of Fair Market Rents for existing units are a b t $209.00 for efficiencies; $236.00 for one (1) bedroom and $280.00 for two (2) bedroom. As these rents are presently structured they will not sustain the mort- gage amount needed to construct the project. The proposal we have submitted re- quires rentals of $235.00 for efficiencies; $285.00 for one (1) bedroom. and_.$332_„00 for two (2) bedroom units; this will e e r quir an increase in existing rent levels ' from the Department of Housing and Urban Development (HUD) . \r. ' The preliminary survey conducted by the Sponsor has demonstrated that one (1) bedroom units in existing structures five to eight years old in the immediate ' area with comparable square footage are renting at a range of $285.00-292.00 per ' month. These units are not comparable to those we propose when one considers that our units will be new with modern equipment, an ocean view, and with an obvious ' amenity of the senior citizen center and all of the activities it will offer. The Sponsor was not able to locate efficiency and two (2) bedroom units in the area which is an indication that such units will be in great demand. We feel certain that the rent level we propose for those unit types are well within the existing market rentals for similar units. Members of the g DeveloP in team have ' had extensive experience in the administration of housing assistance programs for Orange County and other cities . This experience has provided them with the back- ground to work closely in cooperation. with the Orange County Housing Authority ' to prepare the required applications and documentation to justify an increase in -66- existing Fair Market Rents based on currents market place comparables that will support this proposal. Indications from HUD are that the Fair Market Rents for new construction are scheduled to be increased by almost twenty percent (20%) which will lend fur- ther support to the argument that an increase in existing rent levels is war- tranted as it will maintain the proportional difference between the new construction level and existing rents. If the Sponsor is not successful in obtaining the necessary increase in ' the existing rent levels to make this proposal feasible, we are confident that ' the rent levels we seek can be supported by the market without assistance and be more than competitive to similar units based upon the amenities and view offered. The difference is that some of the tenants wculd not receive rental assistance. ' The Sponsor explored the idea of increasing the available commercial space from the proposed 4,000 square feet to 10,000 square feet or more. The increase in square footage would make it possible to reduce the rent for each apartment by $2. 80 per month for each 1,000 square feet of additional space. Thus an in- crease of 6,000 feet would allow the rents to be reduced by $16.80 per month per ' unit. This is a tempting proposition when one considers the increasing costs of construction and the pressure of attempting to keep rent levels down. However, ' we have rejected that concept for several reasons . The CHFA financing program ' does not permit extensive commercial development in an assisted project. They limit the amount of commercial space to that which is necessary and can be rea- sonably justified to service the residents. The City of Huntington Beach has -67- stated that a "limited" amount of commercial space would be acceptable. While commercial space adds income to a project it also brings congestion in the form of vehicular traffic and accompanying noise. More importantly to increase the commercial space would require that more open space be sacrificed and the design and space allocated to the senior citizen center would be severely affected. After considering these alternatives very carefully, the Sponsor has decided to max- imize the open space amenity and limit the commercial space to 4,000 square feet to provide those services that the senior tenants require be close by such as a drug store, a small grocery to supply milk and bread, etc. DEVELOPMENT COST Included in this section is a detailed breakdown of projected costs of construction which includes the required city fees and architectural fees and other development costs such as interest during construction, GHFA financing fee, ' title and recording, taxes and other items specified in the evaluation criteria ' which was circulated by the city. Also included is an operating statement show- ing the estimate of expenses and debt servicing requirements which then translates ' into a rental requirement. The development contains a total of 126, 745 square feet, 108,445 for re- sidential use, 14,300 for the parking garage and 4,000 square feet of commercial space with 157 dwelling units mixed as follows: ten (10) efficiencies , one hundred thirty eight (138) one bedroom, and eight (8) two bedroom plus a managers ' apartment. There are fourteen (14) handicapped units; five (5) two bedroom and nine (9) one bedroom. -68- HUD has been approving projects with construction systems very similar to this type at from $30-35 per square foot of net construction. Our proposal projects construction costs at $30.00 per square foot on a net basis which is at the lower end of that range. We expect to achieve that result by utilizing itight control over the sub-contractor bidding process. The other important factor in helping to maintain the $30.00 figure is the fact that the City of Huntington Beach has allocated funds for the demolition of certain structures and has agreed to make certain off-site improvements. Without sacrificing design standards, or amenities and accentuating the asthetics and view we are projecting a moderate construction cost for the improvements that we expect our organiza- tional experience can deliver. For a project this size we have estimated City fees to be approximately $165,000 which translates into $7.40 per unit per month over the life of the mortgage. The management firm that the Sponsor has selected has extensive experience in managing both assisted and conventional senior citizen units . The fee ne- gotiated was a standard five percent (5%) of gross income. It is expected that their experience and subsidiary maintenance firm will keep expenses and main- tenance figures reasonable. Expenses including real estate taxes have been budgeted at $135,000 per year or $860.00 per unit per year. Of the $135,000, CHFA requires a special re- serve account be established and that $33, 113 be deposited annually into that -69- fund. This amounts to $210.00 per year per unit and real estate taxes account for an additional $227.00 per year per unit. The balance of $423.00 per unit 1 per year is for debt servicing, maintenance items and operating expenses . The units have been designed so that each tenant will be responsible for paying their utilities. The monthly rentals required per unit to maintain this development and amortize the mortgage over a forty (40) year period are as follows: Efficiency - $235.00 One Bedroom - $285.00 Two Bedroom - $332.00 In addition to the rental income from the units we have added a value for 1 the manager' s apartment along with the rents expected from the commercial space and laundry facilities to maximize the effect on keeping the rentals as reason- able as we can. The gross income from all sources is anticipated to be $565,104.00 which is what is required to sustain this development at the high standard of quality we, the Sponsors, demand and expect. As can be seen from an examination of the numbers presented here that the land write down offered by the City of Huntington Beach is most important. To amortize the cost of the property would require an additional $42. 60 per unit per year which would have driven the rents up to a level that would have exceeded CHFA and HUD's Fair Market Rent levels for new construction and would make the total project unfeasible for assisted housing. -7 0- ESTIMATE OF PROJECT COSTS: CONSTRUCTION COSTS Building $3, 253,350 Commercial 120,000 Garage _ 143,000 $3,516,350 General Requirements 175, 317 Overhead 70, 327 tTotal Construction Costs: $3, 762,494 CONSTRUCTION FEES City Fees $ 165,000 Bond 19,000 Architect-Design 1553000 Architect-Supervisory 23,250 Total Construction Fees: 362,250 GENERAL DEVELOPMENT COSTS ' Construction Loan Interest 12 mos. @ 7% on 2 $4,350,004 $ 152,250 Real Estate taxes during construction 7, 500 Builders Liability 5,000 CHFA-Inspection Fee 200 CHFA-Financing Fee 65, 250 Legal Fees 5,000 Title and Recording Fees 8, 500 Organization and Accounting 10,500 Rent-Up-Marketing 15,000 Total General Development Costs: $ 269,200 REPLACEMENT COSTS Developers Fee $ 439,394 Land 6 Total Replacement Costs: $4,833,338 .r Total Replacement Cost $4,833 ,338 � Less Mortage (90%) $4, 350,004 Equity Requirement $ 483,334 -71- ESTIMATED ANNUAL INCOME RENTAL INCOME Residential $ 532,032 Commercial 31,200 ' Other (Laundry) 1,872 $ 565,104 Less Vacancy Factor (5%) 28, 255 ' Adjusted Gross Income $ 536,849 Annual Operating Expenses $ 99, 250 , Real Estates Taxes 35, 750 Debt Servicing: 7.5%. 40 years 370, 729 Total Project Expenses, Taxes and Debt Servicing: $ 505,729 Return on Equity Investment of $483,334 $ 31,120 ESTIMATED ANNUAL OPERATING X I G EXPENSES MANAGEMENT ' Fee $ 23,235 Advertising 450 Legal 650 ' Accounting 3,250 Telephone 1 ,200 Subtotal Management $ 28,785 OPERATING Utilities Public Area $ 337 Water 2, 165 Elevator Maintenance 1,585 Garbage and Trash Removal 2,595 Payroll (includes apartment) 15,000 Insurance 2, 165 ' Janitorial Supplies 535 Ground and Walk Maintenance 2,835 Exterminating 325 Office Supplies 175 Subtotal Operating $ 27 ,717 -72— MAINTENANCE Decorating $ 985 Repairs 8,650 Subtotal Maintenance $ 9,635 ' Replacement Reserve 33 113 3/4% of Mortgage , ' Total Annual Operating Expenses $ 99,250 Real Estate Taxes (Projected Assessed Valuation, $3, 575,000) $ 35,750 Total Annual Project Expenses: $ 135,000 ' -73- 0 s 0 a a � Management/Maintenance Program ' HUNTINGTON BEACH SENIOR CITIZENS APARTMENTS MANAGEMENT PLAN The Wiliam Lyon Company firmly believes that Management Philosophy is an important factor in the successful administration of any housing ' complex. The sponsor intends to work closely with the managing agent during ' the development of the design concept and preparation of the plans and specifications n assure that the project's design meets the needs of prospective tenants in terms of living space, recreational facilities, ' and adequate security; is structurally sound; and utilizes materials requiring a minimum of maintenance; and provides an environment conducive ' to the development of successful family li-ring. The successful operation of a multifamily housing project is predi- cated upon successful management. It is our belief that successful ' management is predicated upon management's concern for and understanding of the problems of the tenants coupled with :management' s ability to provide guidance and help to the tenants in the resolution of their problems. The "Management Agent" must fulfill the needs of and meet the require- ments of the sponsor/owner. . . .a project that is well maintained; has a low vacancy factor; and produces sufficient income to make the amortization and ' interest payment; promptly pay all operating expenses ; and provide a reasonable r-turn on the investment. The Sponsor/Owner will establish the broad general policies under which the project will operate. The sponsor T,­ill dniegate the authority to the —7 e+ management agent to implement the established policies. The policies shall address, but not be limited to the following concerns: (a) Management staff and salaries (b) House rules (c) Tenant selection ' (d) Ethnic and social economic mix (e) Tenant eviction (f) Tenant organization (g) Recreational, social and educational programs e The sponsor may not involve himself directly with the operation of the project or supervision of personnel. However, he will monitor the operation of the project to assure that the management agent is complying ' with the established management policies. The sponsor/owner also understands that the implementation of the general policies established by the sponsor/owner is the total responsi- bility of the Management Agent. It will be the Management Agent' s ' responsibility to implement the established policies by providing proper instructions to staff personnel. Therefore, Management shall have the sole responsibility and the sole authority for the supervision and the direction of all staff personnel. tWith this philosophy in mind, the sponsor has selected the S. K. ' Management Company with its principal location at 6330 San Vicente Boulevard, Los Angeles, California 90048, (213) 930-2300. Mr. Jerome Steinbaum is the managing partner of that firm which currently manages over 5,000 units of subsidized housing under HUD's 236, 221(d) (3) 1, ' 221(d) (4) and Section 8 programs. In addition, the company has detailed experience is the management of conventionally built apartments as well -75- as office buildings and shopping centers. A list of projects now under their management is attached to this management plan, as Exhibit "A". The management format that follows was drafted by S. K. Management Company: I DECLARATION OF POLICY ' The operation of a Senior Citizens Housing Development is a complex amalgamation of many talents that includes: ' The builder's obligation to create the most livable, maintenance- free project possible under government specifications. The tenant's cognizance that they live in a development built for them by their fellow citizens, for their purposes and comfort. They must understand that this privilege also carries the responsibility of caring. The expertise of a concerned management team who must wear the hats of businessman, maintenance man, protector and judge -- ever aware that we are all human, dealing with humans. ' The Management Company utilizes the military chain of command regarding responsibility. The on-site project staff is responsible to the Resident Manager, who in turn is responsible to the Field Supervisor. The Field Supervisor reports to the Senior Field Supervisor, who in turn must report to the National Field Director. The National Field Director is responsible ' to the Executive Director of Management, who is the senior man from the management section of the company. Mr. Jerome Steinbaum, Managing Partner rand owner, heads the company. The Managing Agent must consult with the Sponsor before taking any action specified in the Management Agreement. These include, but are -76- not limited to, expenditures of project funds exceeding $500.00 for single purchases, and approval from the Sponsor of all project contracts and manager selection. The Managing Agent is responsible for the smooth, day-to-day operations of the development, which include screening of prospective tenants, leasing, restoration of apartments to rentable condition, payment of debt service, and other project obligations, collection of rents and other revenues, etc. 1 The on-site managers are in the best position to get to know the tenants and are able to assist them in responding to their personal and social needs. One of the criteria used in the selection of our on-site management teams is their attitude towards the recreational and social needs of the tenants and the skills they have developed in this area. There- fore, the on-site management team is capable of developing a satisfactory recreational program and referring tenants with problems to the, appropriate community and/or public organizations. , The on-site management team maintains open lines of communication with the Police Department and various mental health agencies. Both applicants and residents are regularly referred to the social service organizations best equipped to handle their problems. The Management Agreement clearly delineates the various responsi- bilities of the Managing Agent and the Sponsor. The subject of project expenses and Managing Agent expesnes are clearly set forth. In addition to this, two-way lines of cormunication are always open between the Managing Agent and the Sponsor. This managing company has never texperienced any confusion concerning Sponsor or Managing Agent responsi- bility regarding a project, nor any conflict regarding responsibility of payment for project-associated expenditures. r -77- II PROJECT PERSONNEL For the Huntington Beach Apartments, the sponsor and the S. K. Manage- ment Company will appoint a man and wife team as Resident Managers. An additional staff member will be added, if necessary, to coordinate and ' direct social functions for the residents. ' The husband and wife are required to have had experience in super- visory capacities. We look for the woman of the team to have bookkeeping experience, and the man to have a good record in project maintenance, including plumbing, electrical and carpentry experience. Attempts are made to train the manager or maintenance staff in air conditioning and refrig- eration as soon as possible. The managers will handle most of the maintenance. Extra help is hired when needed. Qualified experts are called in when our management team and staff haven' t the resources to handle any given situation. S. K. Management Company is an equal opportunity employer. Attempts ' are made to hire the project staff from the surrounding community. This enables the staff to be cognizant of the cultural mores in the immediate area, along with the community problems and various health agencies which may be contacted for referral and help. The management company also ' attempts to recruit project residents to fill both project staff positions ' and management positions at other complexes managed by S. K. Management Company. The Affirmative Fair Housing Marketing Plan specifically lists the ethnic and minority makeup of S. K. Management Company. A project staff will always reflect the minority and ethnic mix of the surrounding community. For instance, if the community is predominatly black, the project staff would also be predominantly black. If the project is in an oriental or predominantly Spanish area, the project staff would be predominantly oriental -78- or Spanish, respectively. It is absolutely necessary that the project staff identify and relate to the people of the surrounding community. In an attempt to ensure that management selection reflects both consumer awareness (elderly) and the potential for meaningful and con- tinued out-reach, representatives from both the Orange County Fair Housing Council and the Orange County Senior Citizens Program Office will be asked to review and/or aid in the selection process. The anticipated staffing of this project include: A Husband and Wife Managing Couple. While the majority of managerial duties are performed by the project staff, management does make every effort to work with residents experi- encing financial difficulties. Every effort is made to help such residents find work, either at their complex or in other complexes. managed by S. K. Management Company. Such work includes painting, cleaning, tplumbing and other maintenance tasks. S. K. Management Company is a, ra,pidly expanding firm, with numerous opportunities for energetic aspiring employees. New managers attend a very comprehensive crash training session covering all aspects of on-site management from bookkeeping and tenant selection to government certifi- cation, and the psychology of tenant and management relations. The initial session is followed by intensive direct supervision by a Field Supervisor working directly with the management team on site. The project staff is instructed to contact their supervisor by phone day or night whenever a question or problem arises on which they are not sure as to the proper course of action. After the first month the Field ' Supervisor continues to visit the complex at least once each week. ' 79- Periodic maintenance meetings are held with opportunities for managers to consult with their colleagues and profit from the give-and-take exchange. S. K. Management Company attempts to train new managers at complexes with under 75 units. These managers are promoted to larger complexes, 1 depending both on merit and availability. Promotion is exclusively from ' within the company. All Field Supervisors, as well as the Maintenance Supervisor and two of ethe company's Vice Presidents, started work as either Resident Managers or Assistant Managers with S. K. Management Company. Educational opportunities in various fields are available to S. K. ' Management employees. Several managers have graduated from air conditioning schools, with all costs being paid by S. K. Management. Several super- visors have also enrolled in real estate broker courses, with the tuition and book cost being paid by the management company. Resident Managers also receive extensive training in all aspects of 1 project maintenance from highly trained, experienced maintenance super- visors. The extent of training is limited only by the ability and demonstrated interest of the managers. S. K. Management Company has instituted a comprehensive health plan for all project manager teams. This coverage is at no cost to the Resident Managers. Employee grievances are handled at various levels. If the employee works for a Resident Manager, their first course of action is to discuss the problem with the manager. If an equitable solution cannot be reached, the matter is referred to the Field Supervisor. After evaluating the ' problem the Supervisor will make the final decision. which will be binding. If the employee is a Resident Manager, their first course of action ' is to discuss the problem with the Field Supervisor. If the problem 1 -80- cannot be resolved, it is then referred to the Executive Control Officer. This person will render final judgment on the matter. If a supervisor has a grievance, they will discuss this with the Executive Control Officer. Failing an equitable resolution of the grievance, the matter is then referred to the President of S. K. Management Company. He will make the final decision as to the solution. ' All employees sign an employment contract stating that either party ' may terminate the contract by giving at least seven days' notice. If the employee is a manager, arrangements are made to effect a smooth transfer between the outgoing and incoming manager. The outgoing manager is usually required to vacate the premises within a reasonable time following the effective date of termination of his employment. III PLANS AND PROCEDURES FOR PUBLICIZING AND ACHIEVING INITIAL OCCUPANCIES At the time of start of construction, a construction sign will be erected at the appropriate location. The sign will include the name and telephone number of the management firm suggesting that interested parties contact the management firm for information regarding the project. ' Ninety days prior to the anticipated date of initial occupancy, application forms will be made available to all potential tenants in the on-site construction office. 1 Approximately two months prior to tentative date of the certificate of occupancy, management will begin an extensive marketing program. This ' will include both advertising in the local newspapers, contact with churches, senior citizen organizations, public service organizations, and other civic agencies in the surrounding community. Singie-page project flyers are also 1 distributed throughout the surrounding community. A rental agent also makes personal contact with the various church and civic organizations, as well -81- as the personnel departments of the various businesses and industrial ' parks of the community. Greater detail concerning the project marketing 1 is given in the Affirmative Fair Housing Marketing Plan. After sustaining occupancy has been reached, the general procedure for ' filling new vacancies is to contact those persons on the waiting list. If ' this proves unsuccessful the management team then contacts the residents And attempts to solicit from them recommendations for future tenants. If this resident contact also fails to fill the upcoming vacancies, the next step utilized by management is to place newspaper ads in the community papers, which generally run every other day until vacancies are filled. ' If a vacancy is not filled within five working days, the supervisor is contacted. The supervisor will make the decision rega:-ding additional marketing efforts at that point. S. K. Management has found that a well-run viable project generally reflects both the economic and racial mix of the surrounding community. The project is a part of the surrounding community and must relate to that community. It is not possible for a project in a totally minority area ' to be comprised of primarily non-minority residents, nor is it possible for a project in a predominantly non-minority area to blend harmoniously into the community if it is comprised primarily of minorities. out-reach efforts are made to achieve an economic and racial mix within the project. How- ever,it has been found that if members of various minority groups are not currently located within a 15-mile radius of the project, the out-reach efforts are generally not that productive. ' An on-site office is set up as soon as possible on the complex to take ' applications. After the complex has opened, the office is maintained six days a week, during normal business hours. -82- All prospective residents are interviewed by project staff as one part of the selection procedure. If an apr licant is chosen for residency, they ' are contacted and a final appointment is set up for apartment inspection and the lease signing. Prior to the signing of the lease the Resident Manager and the prospective tenant inspect the unit. At this time an ' apartment inspection form is filled out by the tenant. This form must be placed in the tenant's permanent file. Failure to place said form in ' the file is grounds for termination of the manager. During the apartment inspection the manager carefully instructs the tenant in the operation and maintenance of all apartment appliances. This ' includes the operation of a wall thermostat for both heating and air conditioning, the operation of the stove and its cleaning, and the operation of the refrigerator and its cleaning. The Resident Manager is ultimately responsible for the tenant selection. This selection is based on the background information obtained from the ' tenant's preliminary application, verification of employment and on the basis of the personal interview. If an applicant who has not been accepted wishes to discuss the matter further, he is referred to the Field Supervisor. IV PROCEDURES FOR DETERMINING TENANT ELIGIBILITY AFTER CERTIFYING AND RECERTIFYING INCOMES The Resident Manager is responsible for determining tenant eligibility and for certification and recertification of incomes and family composition. The Field Supervisor and our Occupancy Specialists periodically review all tenant files, government forms and certifications. The Field Super- visor also reviews the tenant applications. All forms used in certification and recertification are checked by ' supervisory personnel in the main office prior to being sent to HUD. Not ' only are the Resident Managers given a comprehensive training course -83- 1 specifically on government forms, but they are also required to attend ' periodic refresher courses offered by the management company. Any change concerning any regulation or requirement is immediately transmitted to the Resident Manager by memo, as well as by telephone by the Field Supervisor. Part of the manager training course consists of going over the guide- lines and regulations concerning family size and composition as they relate ' to unit size. Each manager is also given a HUD manual and specific reading assignments. V PLANS FOR CARRYING OUT AN EFFECTIVE MAINTENANCE AND REPAIR PROGRAMS ' Constant surveillance of maintenance problems and costs is required by the main office, down through the chain of command -- from the supervisor to the on-site project managers and their assistants. The lines of communica- tion are always open via telephone, letter, memo or in person. In addition, monthly reports are kept to detect variations in the projected norm. Resident Managers are instructed to inspect each apartment once every month. Each individual building is assigned a monthly date for inspection. The residents are advised of their monthly inspection date during the lease signing meeting. Instructions sheets are given each tenant. These explain the use and care of the various appliances and equipment. in the apartments. In addition to the information sheets, the Resident Manager takes pains to ' explain the care and usage of the appliances during the apartment inspection prior to lease signing. All units are inspected by the project staff following move-out. This apartment inspection serves the dual purpose of determining tenant-caused r -84- ' damages, as well as the work needed to renovate the apartments for re- rental. ' All apartments are inspected by new tenants prior to the signing of the lease. At that time the tenant is also given a maintenance request 1 form and instructed in its use. All maintenance problems should be reported immediately to the management in writing on said maintenance request form. A separate reserve for exterior painting account will be set up for this project. The project will be scheduled for repainting once every seven years. As a general rule, carpet replacement and/or cleaning, and drapery ' cleaning and/or replacement, is accomplished on tenant termination of occu- pancy. Each apartment unit is painted at least once every five years. ' Garbage and trash removal are either handled by private contractors or by the city. Major maintenance repairs are handled either by S. K. Management Company staff or by private contractors. The. contracts are awarded based upon competitive bids and proven performance. The maintenance of the grounds is provided for by outside landscaping contractors. These contracts are also awarded based upon competitive data and proven performance. ' The preventative maintenance and required repairs are generally handled by the project maintenance staff. The project staff does have the benefit of well-experienced maintenance supervisors for consulting purposes. The project staff is instructed to walk the grounds at least twice ' daily. During this daily walk-through the staff is expected to pick up trash and other debris from the premises and grounds. It should be noted -85- 1 • that without the cooperation of the majority of the residents, the project staff, limited in size, would be unable to keep the grounds in a neat and tidy ' manner. The management staff attempts to instill in the residents a certain pride of residency. All interior hallways and stairwells are cleaned on a 1 rotating basis. The vacuuming of carpets and washing of floors in the hall- ways and common areas should be accomplished once each ten days. More ex- tensive shampooing and stripping and waxing of these areas is-done on a quarterly basis. The management division has a maintenance supervisor who has the responsibility for the successful implementation of both of our maintenance ' programs - "Preventative Maintenance" and "Corrective Maintenance". A detailed explanation of this program follows this management plan and ccn- tains samples of S. K. Management Company's guidelines and procedures. 1 VI PENT COLLECTION POLICIES AND PROCEDURES All rents in the project are due and payable on the first of each 1 month. If the rent is not received by the third day, the tenant is contacted. They are reminded of their obligation. If the rent is not paid by the fifth day, they are served with a "Pay or Quit" notice. We do not require nor ask 1 for "late charges". Discretionary powers in rent collection are given our on-site project manager. The manager decides whether to allow occasional delinquencies or 1 part payments during any given month, should the tenant have money diffi- culties. Almost never is a tenant allowed to owe one month's rent. Rent must be paid in advance. Generally speaking, the only reasons for accepting a partial payment are for medical illness or accident, or the loss of the resident's job. 1 -8 6- 1 Rents are collected during normal business hours, Monday through Saturday of each week. The on-site management is more than willing to make arrangements for payment after hours. The eviction policy is as follows: (a) Evictions for non-payment of rent. If a tenant fails to pay rent before the expiration of the "Pay or Quit" notice, the matter is referred to the Field Supervisor. He reviews the situation with the Resident Manager and makes the decision on whether or not to turn the matter over to an attorney. If contacted, the attorney is directed to take the appropriate action to obtain possession of the apartment unit. The management company does reserve the right to sue for unpaid rent, attorney fees, court costs, and damages exceeding the tenant's security deposit. (b) Eviction for cause. The reasons for eviction for cause stem from violations of house and/or ground rules, pursuant to keeping the property in. good order; to the breaking of the rpeace as it concerns the neighbors' comfort and safety and his right to the quiet enjoyment of his premises. Our tenants are counselled repeatedly about their community conduct. They are eventually warned. Should the counsellings and the warnings fail, they are finally served a 3-day notice to comply or quit. If the tenant continues to disregard warnings and said notice, steps are taken through legal counsel to terminate the resident' s tenancy. It should be noted that our lease specifically states that either party may terminate the lease at the end of the initial term by giving 30 days' ' written notice. -87- S. K. Management Company utilizes a pegboard rent collection system. Only cashier's checks, money orders or approved personal checks are accepted for payment of rent and security deposits. All monies are deposited directly into the rental agency account, with tenant security deposits being transferred to a separate account entitled "Tenant Security Deposit Account". VII PROGRAM FOR MAINTAINING ADEQUATE ACCOUNTING RECORDS AND HANDLING NECESSARY FORMS AND VOUCHERS iS. K. Management Company provides the full accounting procedures and ■ reports required by the owner and the company itself. All employees are under bond. Records are kept at the project and in the company office, ready for 1 inspection or audit. As already stated, the management company uses a pegboard rent collec- tion system. This bookkeeping safeguard, used in all our operations, synthesizes the writing of a complete receipt to the tenant, along with the detailed allocation of the monies for auditing. All monies from the project are to be banked in Huntington Beach, California, with the reports mailed to the company's Los Angeles office. All monthly,, quarterly or yearly reports to HUD are prepared in the S. K. Management Company office. Of course, all reports are open for inspection by the Sponsor and CPA audit at the IRS and HUD. Monthly computer runs are prepared to detail the financial picture of each project. Copies are sent monthly to the Sponsor. These computer runs are available to HUD, upon request. All accounting responsibilities are enumerated in the attached manage- ment contract. Each occupied unit has a permanent tenant file. Verification of employment and eligibility under the HUD regulations and requirements are -88- maintained in these files. A tickler system has been set up to alert the manager to contact the residents for their annual recertifications. Dead files containing all prior tenants' certifications, verifications and other company and government forms are maintained for a period of three years on the project. VIII PLANS FOR TENANT-MANAGEMENT RELATIONS The problems that arise between management and tenant are generally a result of poor communication. It is our basic policy to establish several lines of communication and assure that they are open at all times. All agreements are in writing; the house rules are in writing, the residents' manual is in writing and all of these documents are discussed with the tenants in detail. If the tenant has a grievance it should be brought to the attention of the resident manager. If the problem cannot be resolved at this level, the tenant should present his problem in writing to the management firm. If the problem is still not resolved, the next recourse is the sponsor. If there is a tenant organization, they would be presented with the problem for the final arbitration. The management agent will not promote formation of a tenant council; however, if the tenants so desire, we will encourage them to organize and function on their own. When they have a basic organization repre- senting the tenant community, we will recognize the organization, and be responsive to its requests and suggestions. S. K. Management Company feels that the type of tenant chosen to occupy a unit is in direct ratio to the type of project manager we choose, and that manager' s training by us. First of all, we hope to choose members of the project staff who are native to the area. We choose managers and staff who are acutely aware of -89- the minority mix and cultural mores in the region, along with the employ- ment problems and other factors that influence the local population. 1 With that established, S. K. Management Company embarks upon an inten- sive indoctrination program of our managers. Then, approximately one month before the complex is ready for occupancy, our managers begin interviewing and screening the prospective tenants. All tenants are required to fill out, sign anal/or obtain the following documents: 1. Company Application e2. Lease 3. General House and Ground Rules 4. Verification of Employment and Current Income ' 5. Verification of Income for Preceding 12 Months 6. Completed Apartment Inspection Form At least two or more personal interviews are had with the prospective tenant. ' All forms are explained in detail and read by the prospective tenant. Any and all questions are answered by our Managers. If there is any blemish ' (character, credit, arrests, etc.) on a possible tenant' s record, every effort is made to allow them to explain their position. Both the on-site managers and the Field Supervisor maintain contact with various minority groups in the area. The, purpose is to try to match our tenancy with the racial and ethnic mix in the area. ' We follow a general check-off list when first contacting prospective tenants: t1. Ethnic and/or racial extraction? -90- 2. Do they fit into the area income limits; if not, can they pay 25% of their income for rent, or even fair market rent? 3. How has their credit been? 4. What is their credit and character record in places they lived before? t5. What do their character references have to say? 1 6. An overall summation is drawn to frame a picture of the prospective tenant in relation to their neighbors, their landlord, and their general obligation to the community. 1 All of the above-mentioned information is gathered by Management by letter, telephone, interviews and reports from outside agencies, including Telecredit and local credit bureaus. When a tenant is accepted and his security deposit received with the first month's rent, they are taken to their assigned unit (their choice, if 1 possible) . Our security deposit is equivalent to one months' rent for the ' unit, as permitted by FHA regulations. The tenant inspects the apartment with a member of the management staff, and fills out the apartment inspection form. At this time the use, care and operation of the apartment appliances are explained in detail to the prospective tenant. Following the inspection the new tenant signs the ' required documentation and apartment lease. At this point the tenant is given their key and assigned a parking space, or spaces when available. Any faults or problems notated during the apartment inspection are corrected prior to the tenant's occupancy. Request for services is initiated by the tenant, who submits a "Maintenance & Repair Request ' to the on-site manager. Corrective work that can be performed by on-site maintenance personnel is completed within ta two-day period. The maintenance supervisor will either handle the -91- difficult problems beyond the scope of the on-site staff, or contract with a service firm. Emergency calls are handled on a twenty-four hour basis g Y through the project answering services, who has assumed the responsibility for referring any emergency situation to the appropriate individual or ' organization (manager, maintenance supervisor, police, fire deparment, ' etc.) . IX SOCIAL SERVICES PROGRAM The management company is cognizant of the fact that in addition to providing a well-designed dwelling unit for the tenant, it is necessary to provide an environment that is conducive to successful family living. We are also cognizant of the fact that a realistic operating expense budget for either a subsidized or non-subsidized project precludes an adequate allocation of funds to provide an extensive social service program. There- fore, it is necessary to provide in the basic project design adequate ' recreational facilities, including a community recreation room or building. With the provisions for the basic physical facilities it is possible to develop a social service program that will meet the needs of the ' tenants. An innovative management firm can solicit the help of both public and community organizations to provide counseling in family relations, budget management and health care. We will contact all of the socially ' oriented public and community organizations to ascertain the services they provide and the proper people to contact. An up-to-date list of the ' aforementioned organizations shall be maintained on the project premises and needy tenants shall be advised as to the services of said agencies. The S. K. Management Company has implemented various programs ' designed to create activity for residents of our senior complexes. Where- ever practicable we try to enlist help from our more active tenants who ' -9 2- who might be in need of some extra cash without jeopardizing theircurrent social security payments. We have used tenants as aides to the on-site manager to monitor security and/or health alarm systems. This relieves the manager somewhat from the 24-hour day, 7-day week responsibility and also provides income to our tenants. S. K. Management also retained retired social workers who have helped to coordinate various activities at our buildings, such as sewing classes, exercise classes, self-help lecturers and in filling out complex Medicare, medical and health insurance forms, and even IRS forms. tWe utilize floor captains in our VOW FOR LIFE program, whereby they place cards on each doorknob every night and each tenant removes it in the morning, which is a signal that they are alright. We work with local city school systems to arrange for speakers on pertinent topics and with health agencies to arrange for shots to be administered by nurses. S. K. Manage- ment works with local libraries and other clubs and associations to obtain films for our residents. S. K. Management Company and its staff will also coordinate with the 1 Huntington Beach Senior Citizens Center, which is to be a part of this complex, to organize and plan activities, trips and counseling for the residents of this development. The Resident Manager does conduct financial and credit counselling for project residents. Incoming tenants are counselled, if upon reivew of their application it is disclosed that an inordinate proportion of their monthly income is going for the payment of charge accounts. Applicants and residents are advised to secure the services of "money managers" when a chronic pattern of over-buying and/or mismanagement of finances are evidenced. Upon request, the manager will teach residents to balance a -93- checking account and to set up a budget. If management can help a resident to better regulate his financial affairs, both the resident and the project profit. The project benefits through a reduction in lost rent and legal costs, and the tenant benefits by better management of both his financial and family life. SUMMATION It is the management company to whom HUD turns, the Sponsor (Owner) turns, the law enforcement agencies turn, the builder turns, and most importantly, the tenant turns. No multiple dwelling, FHA-sponsored or conventional, can exist without a compassionate, expert, knowledgeable, highly-sensitive management team. We accept those responsibilities. 1 r -94- ' MAINTENANCE PLAN The S. K. Management Company has a subsidiary maintenance company that performs all the maintenance items that our on-site managers cannot handle. Each maintenance supervisor has a two-way radio in his vehicle and a "beeper" so that he can be on call on a 24-hour basis in the event of an emergency. In addition to our own independent maintenance activity, we also have a non-resident staff inspectorial personnel whose job is to visit each of our properties on an unannounced cyclical basis and make an inspection of ' all public areas and apartments as well. All maintenance items that are found are reported to the on-site manager ' and the main office, as well, where they are redirected to the maintenance supervisor for that region and a schedule is set for repairs. What follows is a summary of our maintenance program which is taught to our on-site managers and roving maintenance personnel to assist in keep- ing the repair items small and less costly and to provide a higher standard of maintenance for all our units. PREVENTIVE MAINTENANCE PROGRAM S. K. Management Company's policy is to employ as many residents as possible; therefore, our preventive maintenance program is integrated into an introduction to maintenance which encompasses ideas critical to a train- ing program and for follow-up of maintenance procedures. ' INTRODUCTION TO MAINTENANCE It has been estimated that the cost of maintenance care can be allocated as follows: 6% to 8% product cost, and 92% to 94% labor cost. -95- There are many normal housing maintenance costs, both outside and inside, in the mutiple housing industry. The purpose here is to suggest ' basic principles related to labor and products and their use which will: 1. Prevent certain repair jobs. 2. Reduce deterioration of building, floors, carpeting, etc. 3. Decrease labor costs. 4. Free personnel for other needed jobs. ' The first concept in maintenance should be that the manager is operating a commercial establishment and must approach problems professionally. A recent chemical test of the quality of merchandise used for cleaning ' purposes indicated that a well-known, well-advertised household product cost $59.00 to provide the same quantity and quality of cleaning power that a commercial product could provide for $3.95. ' This should indicate the necessity of becoming well acquainted with the problems, and then seeking the advice of reliable supply firms who will recommend products that have multiple uses, as well as labor saving qualities. The representatives of supply firms can train personnel in the proper use of their equipment, and can show such personnel how to achieve the best results from their products. It is well to keep in mind that good products are backed by warranties, guarantees, and insurance for the safe use of the product. A substitute product for spot cleaning might do the job, but in a few days there may not be material or color left in the cleaned carpet or upholstery. tMASTER BUILDING HISTORY ' The following information is to be kept in a separate folder in the resident manager' s office, and a copy of the information sent to the Los Angeles office: ' -9 6- 1. A plot plan showing the location of all building maintenance equipment and appliances. a. All water shut-off valves b. Circuit breakers/fuse boxes C. Irrigation flood gates d. A/C - Heating plant e. Central hot water heating system f. Fire extinguishers 2. A complete list of pertinent information about the above items. a. Make b. Model C. Size d. Serial numbers e. Name and address of company issuing warranty ' f. Date warranty expires g. Date of installation SERVICES PERFORMED UNDER CONTRACT The manager is responsible for supervision of work that will be per- formed under contract or special one-time service calls. Some of these are: pest control, elevator inspection and service, television antenna ' service, gardening and landscaping, air conditioning and heating, fire extinguisher service, pool service, and window washing. All contracts for these services should be granted on competitive ' bids from responsible service organizations. SERVICE REQUESTS Service requests should be handled the same day as received. If for any reason this is not possible, the resident is to be notified and told -97- why (i.e. , parts are on order, etc. ) . Promises to residents that cannot be fulfilled should not be made. Items of repair or service are to be written on a triplicate "Request for Service" form containing: 1 1. Building number, apartment number and date. ' 2. Resident's name and phone number • 3. Specific request ' 4. Initials of whomever wrote the request ' Be sure to describe the work to be done as completely as possible giving exact locations in the apartment. Example: Fix leaky faucet in kitchen sink. The last copy of the form is retained by the office while the first two are given to the person assigned to do the work. Upon completion, maintenance ' will write in work done or parts replaced, initial and leave bottom copy in the apartment as notification of work completed initialed by resident if present. The remaining copy is then brought back to the office, matched with original retained copy and filed in the resident's permanent file. (SAMPLE) ' REQUEST FOR SERVICE DATE BLDG. NO. ' APT. NO. a.Q APPROVED BY: SERVICE TO BE PERFORMED ' I HEREBY AUTHORIZE MANAGEMENT TO ENTER THE PREMISES AT REASONABLE HOURS TO EXAMINE, AND OR TO MAKE SUCH REPAIR INAal1U AND ALTERATION AS MAY BE DEEMED NECES- 1 TENANT GNATURE SARY. Work completed 1q. Date R ' natu e -98- i MONTHLY MAINTENANCE SCHEDULE Each complex should have a schedule to cover those recurring maintenance requirements. The calendar type schedule below is a suggestion only. Individual requirements will dictate items needed to be scheduled, and the examples below are just a few of the many items which would be in- cluded. f i � ti��,'�j �_�/) � )���� � j��� '}i\t� :.t♦� •♦-y�,,�i �\,�,,��-•i•��1,,,r/,�-+'�1 j i '^i � x�+,+r-���.ti y�•�:"'+>,.�E. i ~�j•7:./r"�l �ss+f�:si��"� - i-�.4..��1�' �'��a�:-z-i Y_'�:`t 'O��i�'�is'+♦�'�.fi� 7 � ����i� ✓j:.f'�..^�`'.ti` l.b t? 1 � CH et �v r3ti?2.j ? Ft //♦yyam'•''<'t•,?1 �J�"c�.`Ca Yv11i f 'q ` �: i d :;. . i3 Z a; - - '.I'C R C'o� ►c=- C�'�'� 2'� Z ��t tltltl k 'v � ilea-I' A{ r2.V ♦+1'1..C,;;�1 °3� �,� �..: ��c'ft�z•`'i � � ST if.� � to�� s 1,..,5 c f i I.—• ►'?-1 d', 21-7 s 7 ;."l..�i ` ✓{ f Cz=5 r a � cam.. � �t•e � � ��A�.,�.�-�� �� ! � ;, tt}r�t+ �}+ _� � y. � � 1 Jam•- s ,.•�j,; C j /� •l t �; 1� 4 3,!'.%.i�', ltti� 4 �'-•r', u -99- MAKE-READY VACANT APARTMENTS Inspect apartments thoroughly at the time of move-out. Note the ' condition of carpets, drapes, walls, appliances, furniture, and personal property (if applicable) . Vacant apartments should be put in READY-TO-RENT condition as ' quickly as possible. Work should be done in the following order so there are no repeat steps in cleaning and repairs: (leave nothing to your memory, use a checklist) . 1. Draperies: Clean and repair (if necessary) . Rods in operable condition. 2. Painting: Ceilings, walls (no nail holes) , air conditioning ' grills, remove paint spatters - especially check electric switch plates. 3. Repairs : Check walls, woodwork, carpets, drapes, windows, the in kitchen and bathroom, sinks, tubs, shower heads, faucets, cabinets, commodes, stoves, refrigerators, light fixtures and switches, furniture, and disposals. t4. Cleaning: (Apartment must be sparkling clean throughout) . ' a. Windows, window tracks, screens. b. Mirrors (should be spotless, top to bottom) . c. Air conditioner filter. d. Spot-clean woodwork and minor marks on walls. e. Vacuum upholstered furniture (under seats too) . ' g. Clean closets, dust clothes rod, remove hangers. h. Clean and dust furniture and check drawers for forgotten articles. i. Clean light fixtures; be sure bulbs are in and working. j . Sinks, tubs and bathroom/kitchen fixtures: SPARKLING CLEAN! Scour with cleanser Use bleach on stubborn stains -100- Use porcelain cleaner for alkali crusts Clean soap dishes k. Shower tile cleaned with porcelain cleaner to remove soap scum and scales. 1. Commodes cleaned with bowl cleaner; wash outside with cleaning detergent. Be sure it flushes properly and seat cover is down. M. Medicine cabinets: wash shelves, doors, and clean mirrors. n. Remove/replace soiled shower curtains (if provided) and clean curtain rods. o. Cupboards: remove old shelf paper, wash off shelves, dry thoroughly, wipe doors, be sure catches and knobs are secure. p. Refrigerator: ➢efrost. Clean and wipe dry. If an odor persists, baking soda with water applied with a soft cloth usually does the trick. Fill ice trays with water, turn control to #2 position, and close the door. If power is disconnected, leave door partially open. Be sure light bulb works. ' q. Stove: Remove and clean under drip pans, clean drip pans, ovens, broilers, broiler pans, oven racks, burners, and top of stove. Be sure oven and burners work. Clean under venthoods. Be sure fan is operating properly and light bulb works. Clean backsplash area. 5. Carpets: Shampoo carpets when necessary. Strip old wax from kitchen and bathroom (if necessary) and re-wax. Before you close the door, check each room "JUST ONCE MORE". Be sure windows are closed and locked -- close the drapes -- check the refrigeration/ heating control to conserve power. If the apartment is in the condition outlined above when the resident 1 moves in, he cannot claim he moved into a dirty apartment when the time comes for him to vacate. REMEMBER: Don't trust your memory -- use a check list! -101- EXTERIOR AREAS The yard and exterior area of the project is one of the first selling ' features and should be kept in top condition at all times. The resident manager is to police these areas at regular intervals, at least twice daily and make certain a high standard of cleanliness is maintained. LAWN CARE 1. Lawns are to be maintained, mowed, edged, and swept. Watering will vary; the manager should monitor this very carefully to insure proper care. ' 2. Flower beds and landscaped areas are to be clean and should be cultivated on a regular basis. ' 3. Dying plants should be replaced. PARKING AREA 1. No mechanical repairs allowed in parking areas. 2. Watch for abandoned and unauthorized vehicles in area. Report these to the authorities and have them removed. ' SWIMMING POOL 1. Test pools daily. 2. Hose pool deck on Monday, Wednesday and Friday. (More often if necessary; i.e. , dust storms, etc.) 3. Backwash pool at regular intervals. 4. Sweep pool area three times a week (always on Friday so pool is ready for weekend) . Clean pool immediately after storms. j5. Keep tile around top of pool clean. 6. Clean and arrange pool furniture and ash trays daily. Report replacement and repair needs. -102- TRASH CONTAINERS The Health Department requires: 1. All trash containers are to be maintained in a neat, orderly condition at all times with adequate covers. 2. Have containers of adequate size and in good condition. EXTERIOR LIGHTS Good exterior lighting will help prevent injury to residents and guests. It will be a large factor in cutting down vandalism to the property of resi- dents and owners. The manager's duties are: 1. Know location of all equipment; i.e. , breaker, switches, etc. 2. Regularly inspect lighting. 3. Make sure all fixtures are in good repair. If not, immediately replace burned out bulbs. 4. Use bulbs of proper wattage. Exterior lights should be 40 or 60 watt bulbs. 5. Automatic timers should be inspected every 7 to 10 days and reset when necessary. 6. Automatic timers' "ON" time trip lever should be adjusted to coincide with the time of year - lights should come on at early dusk. LAUNDRY ROOMS Laundry rooms are an additional facility for the use and convenience of residents. Keep laundry rooms clean and well lighted. Wipe off machines daily. Keep notices neat and confined to bulletin boards. Equipment, in most cases, is placed in laundry rooms and maintained by a professional laundry equipment company. The resident manager is expected to know the name and phone number of the company. When problems -103- ' arise with a machine, notify the laundry equipment company immediately and place a note on all machines which are "OUT OF ORDER". PARTS AND EQUIPMENT REPLACEMENT The manager should determine the nearest and best source for replace- ment of parts or equipment. Often, the original distributor has moved or is no longer in business. It is important not to wait for an emergency. The manufacturer will provide the name of the nearest distributor when parts are not available locally. Partial list of items and parts to keep in inventory: Ice cube trays Faucets ' Crispers Shower heads Reflector pans for stove [dashers (size required) Broiler pars Toilet seats Oven racks Tank balls and rods Thermocouples Ball cocks ' Filters for air conditioner and heating units ' Although inventories should be kept to a reasonable limit, by pur- chasing such items in advance and keeping them in inventory the manager will get better prices and save money. ' EQUIPMENT: USE AND CARE Every manufacturer includes along with his equipment, instructions for installation, operating instructions, and service information. The manager who familiarizes himself with the manufacturer's instructions can, and will, save maintenance bills and prolong the life of the equipment through proper care. ' -104- ' Purchasing of parts should always be done by model and serial numbers. Time can be saved by ordering parts correctly. The operational care instruc- tions should be used to set the schedule in the preventive maintenance check list. The manager should instruct the new resident in the use and care of equipment and appliances. HAND TOOLS ' It is the policy that all resident managers and maintenance personnel provide their own hand tools (hammer, screw-drivers, pliers, etc.) . These items are considered "tools of the trade". Other tools and equipment, tsuch as rakes, hoses, etc. , and special tools will be furnished by the ' property. SUGGESTIONS FOR CARPET CARE A preventive maintenance program is necessary to extend the life of ' a carpet. Any person responsible for the upkeep of carpeting should have complete knowledge of the type of carpet (or carpets) in the complex. He should also have complete knowledge of the equipment and cleaners best suited to the care of these carpets. NOTE: When proper spotting and vacuuming will do the job, carpet should not be shampooed; save labor and product costs. Suggested Professional Quality Carpet Cleaning Procedure Where Rotary Shampoo Equipment is Used: (If other types of equipment are being used, manufacturers' ' directions should be checked for specific instructions. ) -105- 1. Vacuum Carpet: A machine with beater brushes and a sufficient vacuum lift to remove grit and soil from deep down in the pile is best. 2. Pre-spot Carpet. Generally, there are four categories of spots: a. Oil and grease spots b. Oily food stuff and animal matter c. Food stuffs, starches, sugars d. Rust Each of the above problems should be solved differently. Com- mercial industrial products are recommended for such purposes. There are good spot removers available for each problem, with directions for handling the job without damage or excessive cost. Home-made products and ideas sometimes work, but one error can ruin a carpet or upholstery. 3. Shampoo Carpet: Product dilution instructions must be followed according to machine and shampoo being used. There are good, low-sudsing shampoos available that prevent over-wetting carpet. Corners should be scrubbed with hand brush. The machine should be moved across the carpet with a circular motion. Shampoo should be released sparingly, building only enough suds to guide machine. Lap down and return, overlapping each pass by several inches. If carpet is badly soiled, the area must be gone over a second time without releasing shampoo. 4. Pile should be brushed in one direction with a carpet grooming brush. If it is a very large room, pile should be brushed in one direction after several laps. Normal apartment: brush pile after shampooing each room. -106- 5. It is important to allow time to dry. When dry, carpet should be vacuumed to remove emulsified dirt and suds that remain on surface as invisible powder. Dirt and suds must not be walked back into carpet. Whether the manager owns and operates his own shampooing equipment will depend upon the size of his complex and the skill of his maintenance personnel. It should be easy for him to measure the cost of using an outside service or using rental equipment, as opposed to owning equipment and doing the job himself. SUGGESTIONS FOR PAINTING Surfaces to be painted should be clean, free of old paint scales, or of poor quality paint. If necessary, they should be sanded before applying new paint. Selection of good quality paint is an important factor in apartment maintenance. Paint should contain ground pigment with a good covering quality and adhesive material to form a good, solid surface that can be washed, will resist abrasion, and will not peel off. Of prime consideration is the area of wall surface one gallon of paint will cover. Good quality paint will cover a larger area than poor quality paint. Poor quality paints cannot be washed or spotted because some or all of the paint will also be removed. Some paint will rub off when dry because it will not withstand abrasive action; usually it will not hold the paint applied. When redecorating under such conditions, the old paint must be removed before new painting can be done. Such procedures are expensive and should be eliminated to hold down maintenance costs and labor costs. -107- Painting material costs are estimated on a square foot basis; that is, the number of square feet a gallon of paint will cover multiplied by the cost per gallon. When the total number of square feet to be painted is multiplied by the material cost per square foot, the repainting cost will be quite accurate. Waste, of course, increases the cost. Labor costs are reduced when paint is applied with good applicators. Wood doors, and window frames, baseboards, etc. , are usually painted with enamel. Enamel is applied with a brush and requires some dexterity and experience. Enamel can be washed many times and will still retain a good appearance. Employment of an experienced painter is recommended, even though he may charge more initially, he will make up for it by saving time and material. Good quality paint, from a reputable manufacturer is always the best choice. Most paint should be applied at temperatures above 50 degree F; painting should be avoided during rainy weather; paint should never be applied to damp surfaces. Some surfaces, such as concrete, iron, steel, aluminum, etc. , require special treatment. Labels and directions should always be read carefully. SUGGESTIONS FOR SELECTION AND MAINTENANCE OF DRAPERIES Draperies are chosen for appearance; for protection from sunlight; for privacy; and for wearability and ease of maintenance. A neutral, pattern-less color is preferred that will blend in with the walls and create a background for the resident' s furniture.When selecting new drapery materials, the manager should be care- ful to make note of the proper care and cleaning of the material. Such information should then be filed with the inventory of the apartment. -108- Particular care must be taken in washing or cleaning synthetic materials. Cases have been reported in which whole families have suffered skin rashes from a residue left in washing machines by some synthetics. It is recom- mended that such fabrics be cleaned or washed commercially. It is usually advisable to replace draperies after approximately three years of continuous use and/or, of course, whenever they are damaged by hooks or other hardware, or by resident misuse (water spots, stains, tears, etc. ) . Good quality draperies, properly hung, can be commercially washed or cleaned several times. FLOOR MAINTENANCE The manager should know the kind of floor covering he has in order to maintain it in acceptable condition and appearance. It may be: asphalt tile, rubber, vinyl, linoleum, cork, concrete, wood, the (clay and ceramic) , terrazzo or marble. The manager must know what it is before starting to do anything to it, so that everything he does will be right. The right procedure and the use of right products will always reduce the labor costs and the maintenance. Use of the right products will also reduce material wear and prevent replacement. Useless expenditure of money for time and materials can be avoided by finding out first what not to use. Examples. 1. Asphalt Tile: The darkest tile usually contains asphalt binders, and the lighter tile contains resin binders. In both cases, tiles are long wearing, come in bright colors, and are attractive in appearance when properly maintained. The use of oils and solvents should be avoided. To get the best care possible, the best sealer, finish, and cleaners available should be used. -109 2. Linoleum: This is a mixture of ground cork, wood flour, resins, color pigments, and oxidized linseed oil, etc. , mixed together, rolled, and compressed onto asphalt-saturated backing. This is heat-cured to form the finished product. Linoleum is long- lasting and durable when properly maintained. The use of varnish or lacquer sealing compounds should be avoided. The use of a good sealer will extend the usable life of linoleum. 3. Ceramic Tile Floors: Ceramic tile is a mixture of clay and water that has been shaped and then fired in a kiln at high temperature. These tiles are set in cement to form the floor. Ceramic tile is durable and long-lasting and comes in a variety of colors. It is easy to care for when properly maintained. Cleaners that will eat away the concrete grouting surrounding the tile must be avoided. Here again, a good sealer finish can be of great value in the reduction of maintenance costs. tRECOMMENDED FLOOR CARE PROCEDURE ' Cleaning Floors: Terrazzo or resilient floors. If the floor has been previously maintained with a wax or polymer floor finish, it is important that old floor finish be removed; this is called "stripping". New materials will not adhere if the floor is not cleaned; proper cleaning and stripping also eliminates the old wax which gives a yellow, ugly appearance to the floor. Directions for Cleaning Floors: ' Step 1. A floor finish stripper should be used. It is important to follow manufacturer' s instructions. Step 2. All old finish should be rinsed and picked up. Perhaps the most common mistake made is that all of the old finish has not -110- been removed and picked up; this causes two problems: a. the new finish will not adhere to the floor, leaving a spotty finish; b. when the new finish is applied, it is cloudy and streaked from the residue of cleaning material and old finish. Clean water and a clean pick-up mop must be used to do this job. Two rinses may be necessary. Stripping and cleaning should be done whenever possible with a floor scrubbing machine. Usually the carpet shampooing machine can be used for scrubbing and polishing. For the fastest and most economical stripping job, a nylon pad should be used. Step 3. Sufficient time for drying must be allowed. Floors dry from the top down. When a floor appears to be dry on top, additional time should be allowed for complete drying. Directions for Application of Floor Sealer: Step 1. A clean lambskin applicator should be used. Step 2. Apply in full, uniform coat. Let dry. For best results, apply two or more coats to porous floors. The sealer on the top of the flooring should appear in a clear, mirror-like finish.. This sealer will give longer wear, prevent scratching, some of the gouging, and some water absorption, thus stopping water markings. Sealer can be used on old flooring to extend its life and give it a better appearance. Directions for Applying Floor Finish: Step 1. A water-emulsion finish is best. (Solvent type base finish should not be used on rubber or asphalt tile). Where there is normal -I11- usage of the floor, a good polymer finish can be used. While it may not give a really high gloss finish, it will last longer. In areas such as entrance ways, recreation rooms, etc. , a finish that is mark-resistant and scuff-resistant should be used, particularly if there are light-colored floors. Many manufacturers claim mark- resistant qualities. The product should be checked. The right product here can save much labor in keeping a beautiful floor. Application of two coats is recommended. If the finish coat is being absorbed into the floor, it has not been properly sealed. A lambskin applicator is best; it must be absolutely clean. Step 2. Polishing. Most polymer finishes do not require polishing, and it is a waste of time to try to polish them. If a wax finish is used, it will polish to a high gloss but will require continued polishing. Summary of Care of Resilient Type Flooring: The man-hour cost of cleaning and finishing floors at times of move-outs can be reduced as much as 50% by using the procedure suggested. Many managers follow this method of floor care, and in addition, furnish the finish material to their residents. This ensures compatablity of products, and the manager knows what has been used, which eliminates the problem of having some product placed or used on the floor that is next to impossible to remove. SUGGESTIONS FOR LANDSCAPE MAINTENANCE Proper landscape maintenance is of utmost importance for appearance and rental appeal. To keep the grounds attractive, proper maintenance procedures must be observed; the following steps are suggested: -112- NEI•7LY SEEDED LAWN LAWN CARE Water lightly and frequently. After germination, water twice a week for longer periods so that 3" of the soil is penetrated by water. SODDED LAWN Water heavily every day for the first two weeks until roots are knitted into ground; then water thoroughly as often as necessary depending on climate. MOWING, EDGING Cut seeded and sodded lawns for the first time when grass is 3" high. Set lawnmower permanently on 2" to 22". Mow once a week. Edge walks, driveways, curbs and parking areas once a month. Clean after every mowing and edging (by hand, blower or vacuum) . During an extreme heat wave, mow only once every other week, but water heavily to maintain grass. FERTILIZING SCHEDULE In April and September spread a 50% organic fertilizer (10-6-4) according to directions on bag. In addition, feed with a 100% organic fertilizer between mid-June and mid-July. In regions with acid soil, spread enough limestone every year to raise the Ph to 6. For weed, grub and termite control use an organic fertilizer plus 2 or plus 4 instead of the April feeding, but do this very early in April before weed seeds germinate. For diagnosis and prevention or control of diseases contact the County Agent. RE-SEEDING If seeded lawn is less than 50%, re-seed the following season (March 15 to June 1, or September 1 to October 15) . -113- CARE OF TREES, SHRUBS AND EVERGREENS Most plant material has not been root-pru-ned in the nursery, therefore ' a certain amount of die-back can be expected. To prevent too much loss, an experienced pruner should adjust the nursery material by shearing or pruning branches. The plants should also be soaked with water the first few months after planting at least once a week. FEEDING Do not feed the material while planting or shortly after planting. Feed the next season. Use an organic fertilizer for trees and shrubs and evergreen fertilizer for evergreens. For spraying, set up a program with a commerical spraying contractor. In the Spring, the planting beds should be loosened up, edged and mulched. Do not pile soil and mulch too high around the plants or the roots will suffocate. The same is true of trees and shrubs. Weed •the beds once a month. The best time for beautification, pruning and shearing of evergreens is mid-June. The best season for pruning out dead branches of trees and ishrubs is Fall. If trees have been staked and wired, they should be checked periodi- cally and wires loosened, so they will not get choked. The Fall cleaning should be done around November. Rake dead leaves and branches off the lawn. t -114- COUNTY ADMINISTRATIVE OFFICE - 10 CIVIC CENTER PLAZA . O SANTA ANA, CALIFORNIA 92701 PHONE (714) 834-511 1 c9<IFOR��Q -- TONY CARSTENS� PRINCIPAL ANALYST . 1 V173 - 1 %100 • PEP UfiT UN THE 8TATE UF THE GUUNTY • • • • BOARD OF SUPERVISORS or p � 9 RALPH B. CLARK (Chairman) HARRIETT M. WIEDER PHILIP ANTHONY V M THOMAS• F. RILEY EDISON W. MILLER IFpV () ttirfif 3 • 0 • C� o THIS REPORT ON THE STATE OF THE COUNTY WAS PREPARED AND DISTRIBUTED BY THE AUTHORITY OF THE ORANGE COUNTY BOARD OF SUPERVISORS RALPH B. CLARK, Chairman Fourth District PHILIP L. ANTHONY HARRIETT M. WIEDER First District Second District EDISON W. MILLER THOMAS F. RILEY Third District Fifth District p 0 4�IF,og APRIL 1980 V � ' a TABLE OF CONTENTS r PAGE PAGE INTRODUCTION 1 Economics , in the 80 ' s 21 CHAPTER I - POPULATION -2 Non-Manufacturing , 22 Trade 22 Services 22 Introduction 2 Personal Income 23 Population Growth in the 70 ' s 2 Conclusion 23 Population Growth in the 80 ' s 5 CHAPTER III - INFRASTRUCTURE 25 Age Structure : A Major Social Force 6 -Introduction 25 Age Cohort Theory 9 County Housing 26 Aye Structure in the 70 ' s 9 Huusiny in the 70 ' s 26 J Age Structure in the 80 ' s . 10 Housing in the 80 ' s 30 Housing Supply in ttie 80 ' s 30 Racial /Ethnic Composition in the 70 ' s 13 Housiny Dei,iand in the 80 ' s 31 Housing Costs in the 80 ' s 31 Types of Housing in the 80 ' s 32 Racial /Ethnic Composition in the 80 ' s 13 Energy in the 7 0 ' s 32 Conclusion 14 Eneryy in -the 80 ' s 33 CHAPTER II - ECONOMICS 15 Energy Demand 33 Introduction 15 Natural Gas 33 Electricity 34 Economics in the 70 ' s_ - - 15 Energy for Transportation 36 Incomes and Prices ° 15 Einp1oyment 15 Energy in the 80 ' s : Impact un Orange County 36 Retail Trade 19 i TABLE OF CONTENTS CONTINUED PAGE PAGE Transportation in the 70 ' s 36 CHAPTER V - ORANGE COUNTY GOVERNMENT 50 Transportation in the 80 ' s 37 Introduction 50 Schools in the 70 ' s 38 County Budget in the 70 ' s 50 Schools in the 80 ' s 39 County Service . Oemands in the 70 ' s 52 Conclusion 40 Tax Revolt of the 70 ' s 53 CHAPTER IV - ENVIRONMENT 43 Proposition 13 53 Gann Initiative 55 Introduction ' 43 Jarvis II 55 - Air Quality in the 70 ' s 43 County Service Demands in the 80 ' s 55 Energy Conservation and Planning 55 Air Quality in the 8U ' s 43 Low and Moderate Cost Housing 55 Transportation 55 Water 55 Water in the 70 ' s '' 45 Human Service Needs 57 County Government as an Advocate Water in the 80 ' s 45 For County Residence Needs 57 - - Cost and Availability of Water in the 80 ' s 45 Conclusion 57 Restoration of Water Quality in the 80 ' s 46 CONCLUSION 58 Other Environmental Issues in the 70 ' s 48 Population and Economics J8 Other Environmental Issues in the 80 ' s 48 Infrastructure 59 Conclusion 49 Envi ronuient 59 i ii I p TABLE OF CONTENTS CONTINUED LIST OF TABLES PAGE PAGE CHAPTER I - POPULATION County Government 60 Table I : 1 Selected California Counties : Growth Rates 2 1900-1979 APPENDIX 61 Table I : 2 Births , Deaths , and Natural Increase : 4 1965-1978 Table I : 3 Orange County Population : 4 April 1970 and January 1979 Table 1 : 4 Population Density : 1970=1979 5 Table I : 5 Nui.iber of Births by Mother ' s Aye , 11 Orange County Residents : 1970-1978 CHAPTEk II - ECONOMICS Table II : 1 Consumer Price Index : 1970-1979 16 Table I I : 2 Dollar Volume- of Taxable Sales 19 in Orange County : 1970-1978 CHAPTER III - INFRASTRUCTURE Table II1 : 1 Total Housing Stock for Orange and 25 Other Selected California Counties : 1970 and 1979 Table I I I : 2 Persons per Occupied Housing by City : 29 1970- 1979 I Table 1II : 3 Vacancy Rates by City : 1970-1979 30 Table III : 4 Total Public School Enrollment : 1970-1978 39 i I i I I LIST OF TABLES CONTINUED LIST OF FIGURES PAGE PAGE CHAPTER V CHAPTER I - POPULATION ORANGE COUNTY GOVERNMENT _ Table V : 1 City Annexations : 1970-1979 53 Figure I : 1 Net Growth of Population in Orange 3 County : 1960 , 1970 , and 1978 Table V : 2 Projection of Percentage Increase 56 Allowed b Figure I : 2 Orange Count Population Distribution : 7 i r� Appropriations y g 9 Y p the Gann Initiative 197O APPENDIX Figure 1 : 3 Orange County Population Distribution : 8 1980 Table A : 1 Orange County Estimated Population and 62 Housing by Census Tract , January 1979 Figure I : 4 Orange County Population Distribution : 8 1990 Table A : 2 Orange County Community Analysis 67 Area Population and Housing Projections Figure 1 : 5 Orange County Age Distribution : 9 1970 , 1976 , and 1979 Table A : 3 Orange County Regional Statistical 70 Area Population Projections Figure 1 : 6 Orange County Age Distribution : 10 1970 , 1980 , and 1990 I Table A : 4 Orange County Sheriff ' s Service 71 Area Population : 1980-1989 CHAPTER II - ECONOMICS i Table A : 5 Orange County Fire Service Area 71 Figure II : 1 Consumer Price Index For the United 16 Population : 1980-1989 States and the Orange/Los Angeles County Area : 1970-1979 Table A : 6 Orange' Cuunty Human Services 71 Area Population : 1980-1989 Figure II : 2 Total Oranye County Wage and Salary 17 Employment in Non-Agricultural Establishments : 1970-1979 Figure II : 3 Orange County Civilian Labor Force , 18 j Employed , and Unemployed : 1975-1979 j I I Figure II : 4 Percent Distribution Wage and Salary 20 Employment in Orange County : 1970 , 1975 , and 1979 Figure II : 5 Dollar Value of Taxable Transactions in 21 Orange County : 1970-1978 iv r 0 LIST OF FIGURES CONTINUED LIST OF MAPS PAGE PAGE CHAPTER III - INFRASTRUCTURE APPENDIX Figure III : 1 Number of Dwelling Units Authorized 27 Map A : 1 Orange County Census Tracts 74 in Orange County : 1970-1979 Map A : 2 Orange County Community Analysis Areas 75 Figure III : 2 Dollar Valuation of Construction 28 in Orange County : 1970-1979 Map A: 3 Orange County Corm.iunity Analysis Area 76 Population : 1982 CHAPTER V- ORANGE COUNTY GOVERNMENT Map A : 4 Orange County Population Change : 1976-1982 77 Figure V : 1 Per Capita Expenditures in 1979 50 Dollars for Orange County : Fiscal Year 1970/71-1978/79 Map A : 5 Orange County Community Analysis Area 78 Population : 1984 Figure V : 2 Orange CountyTotal Budget Expenditures : 51 - 1 Fiscal Year 1970/71 -1978/79 "lap A : 6 Orange County Population Change : 1976-1984 79 i Figure V : 3 Orange County Budget Appropriations : 54 Nap A : 7 Orange County Community Analysis Area 80 Fiscal Year 1970/71-1978/79 Population : 1989 Sources of Funding Map A : 8 Orange County Population Change : 1976-1989 81 APPENDIX Map A : 9 Orange County Regional Statistical Areas 82 Figure A : 1 Orange County Population Growth : 72 1900-2000 Neap A : 10 Orange County Regional Statistical Area 83 Population Projections Figure A : 2 Orange County Regional Statistical Area 73 Projections Map A : 11 Orange County Cities and Communities Served 84 by Fire Protection Department : 1980 P1ap A : 12 Orange County Cities and Communities Served 85 j by Orange County Sheriff : 1980 I Map A : 13 Orange County Human Services Regions 86 v � I 0 INTRODUCTION This document represents the ninth volume of the Report on The Program Planning Division of the Orange County the State of the County and focuses on issues the County is Administrative Office would like to thank the following projected to face in the 80 ' s . The document has drawn from individuals for their assistance with this report . the data collected by the Program Planning Division of the County Administrative Office to provide some historical perspective on the 80 ' s . The six chapters and one appendix Mr . Lee Risner City Manager , City of La Habra are briefly described below: Mr . William Talley City Manager , City of Anaheim o Chapter 1 focuses on the population changes that the County experienced in the 70 ' s , and trends that are projected to occur in the 80 ' s . Mr . Tom Jenkins Director , Orange County Transportation Commission o Chapter 2 briefly forecasts the County ' s economy in the 80 ' s , drawing from indicators showing the economic Mr . Dennis Masyczek Manager , Southern California growth of the 70 ' s . Association of Governments , 1 Regional Development Guide o Chapter 3 assesses housing and physical infrastructure issues the County is expected to face in the 80 ' s . Mr . William West Associate Urban/Regional Economist , Southern California Edison Company o Chapter 4 examines the environmental issues the County is projected to face in the 80 ' s . Dr. Dennis berg California State University at Fullerton o Chapter 5 discusses changes which have occurred in County government in the 70 ' s and projects further changes in the 80 ' s in light of the current cost Vir • Ralph Castaneda Planning Consultant reduction movement. Ms . Eileen Walsch Research Analyst , Orange County o The conclusion focuses on the interrelationships of the projections in the previous five chapters . o The Appendix provides both population estimates and projections to assist agencies and departments in their pIarning efforts . Population projections are summarized by Fire , Sheriff patrol areas and Human ' Services Agency regions . I I 1 CHAPTER 1 - POPULATION TABLE I:1 SELECTED CALIFORNIA COUNTIES: GROWTH RATES 1900-1979 Introduction Average Annual Percent Change Population , which affects each of the di verse areas to be Counties 1900-20 1920-40 1940-60 1960-70 1970-79 examined in this Report--housing , economics , the -- infrastructure , the environment , and County government--is therefore a natural starti ng poi nt . I n additi on to exami ni ncj ORANGE 10.58 5.65 21.92 10.18 3.37 the size of 'the County ' s population and its growth , this section wi 1 1 also review such changing aspects of the Los Angeles 22.49 9.87 5.84 1.65 0.14 population as age structure and ethnic composition . A review of the 1970 ' s will be followed by projections for the decade Riverside 9.05 5.49 9.53 4.99 3.90 of the 1980 ' s . San Bernardino 8.14 5.97 40.63 3.53 1.73 Before beginning , a distinction should be made between the San Diego 10.99 7.88 12.85 3.14 3.35 various types of rates used to measure population growth . The Santa Barbara 5.85 3.58 6.97 5.64 1.23 two most frequently used rates , as referred to in the following discussion , are the numerical growth rate--persons Ventura 5.00 7.13 9.29 9.01 3.24 added to the population per year--and the annual percent change , or percentage growth rate , which expresses numerical change as a ratio to the total population . As will be Alameda 8.21 2.45 3.85 1.82 0.26 discussed below, both of these rates are currently declining in Orange County ; however , the declining numerical rate is of iauch more recent on yi n . What shoul d be kept i n mi nd in Contra Costa 9.93 4.32 15.36 3.59 1.25 revi ewi ng thi s report is that , when numerical growth is Sacramento 4.91 4.36 9.76 2.61 1.95 constant--as was the general case in Orange County throughout the 70 ' s , at 40 ,000 to 50 ,000 persons per year--the San Mateo 10.21 10.20 14.88 2.53 0.59 percentage growth rate will decrease simply because the base on which the rate is calculated (total population ) is increasing . Thus , i n both 1970 and 1977 , Orange County ' s Santa Clara 3.36 3.69 13.36 6.60 1.76 numerical growth was nearly equivalent (47 ,000-48 ,000 ) ; however , thi s growth represented a 3 . 4 percent change i n Sol ano 3.41 1.05 8.70 2.77 2.72 1970 , but only 2 .6 percent in 1977 . SOURCE : Population Research Unit, California Department of Finance Population Growth in the 70 ' s Orange County has been one of the leading growth areas in the Los Angeles County spread to Orange County , resulting in a State and the Nation for several decades . The County ' s more than threefold increase in Orange County ' s population . average annual percentage growth rate , for 1900-1979 , in By 1960 , the County was Nationally recognized as a major comparison to that of other selected California Counties , can yrowth center . Its population expanded further in the early be seen by referring to Table I : 1 . 60 ' s with the completion of major freeway Iinkayes . During this period , as many as 75 ,000 to 100 ,000 people per year coved into the County , with the annual rate of growth The County ' s growth rate began accelerating in the post-war reachiny as high as 10 percent . T h r o u y h the 7 0 ' s , Orange years as business expanded into the predominantly County continued to be a leading growth County in the State , agricultural economy . During the 50 ' s , urban development, in although the numerical growth during this period was not as � I 2 v i rapid as it had been in the 50 ' s and 60 ' s . Between the April FIGUREI:1 1 , 1970 Census and January 1 , 1979 , Orange County ' s population grew from 1 ,420 , 386 to 1 ,851 ,000 , a 30 percent NET GROWTH OF POPULATION IN ORANGE COUNTY: 1960, 1970 AND 1978 increase . Over the years , net in-miyration has accounted for the majority of, the County ' s yearly population increase , as NATURAL INCREASE illustrated in Figure I : 1 for several target years . Between January 1970 and January 1979 , the County ' s population NET IN-MIGRATION increased by 442 , 760 ; 303 ,853 , or 69 percent of this increase , was due to in-miyration , with the remainder being added by natural increase . ( Natural increase refers to the excess of births over deaths in the resident population . ) As mentioned above , the County ' s numerical growth has slowed somewhat during the 70 ' s . In part , this can be explained by 70 a gradually declining rate of net in-migration into the County . Of the population added to the County during 1971 , 79 . 3 percent was due to in-migration ; this figure dropped to 52 .9 percent during 1978 . Another component of the County ' s 60,010 decreasing growth since 1970 is a decline in the birth rate w 60 per 1000 r,iembers of the popul ati o'n , correlated with a decline } 23.7% in the rate of natural increase as illustrated in Table I : 2 . _ CD Table I : 3 lists the annual percent population change from 50 48,420 1970 through January 1979 for each incorporated City and the o unircorporated portion of the County . During the 7 0 ' s , the N 37.6% majority of growth in Orange County ' s population occurred in LU < 76.3% the southern portion of the County , including the South � ao County incorporated Cities . I r v i n e ' s population grew from z 36,300 7 , 572 in 1970 ( Irvine was incorporated in 1971 ; the 1970 z population figure was estimated by the Orange County Planning 2 Department ) to 53 , 100 as of January 1979 , a 601 . 3 percent 1-- a7.1°� increase . In 1970 , San Juan Capistrano ' s population was c- 30 3 ,781 . By January 1979 the city grew 366 .8 percent to a o 62.4� figure of 17 ,650 . The southern unincorporated communities such as Mission 20 Viejo , Laguna Niguel , Laguna Hills and El Toro also 52.9% experienced significant growth during the last decade . This is illustrated in Table I : 3 . From April 1970 through January 1979 , the incorporated portion of the County grew 27 .4 10 percent , whereas the unincorporated portion grew 52 .8 percent . 1960 1970 1978 YEAR 3 Source: Orange County Health Dept. and the State Dept. of Finance. TABLE I:2 TABLE I:3 BIRTHS, DEATHS AND NATURAL INCREASE: 1965-1978 ORANGE COUNTY POPULATION: APRIL 1970 AND JANUARY 1979 Birth Rate Death Rate Rate of POPULATION PERCENT CHANGE Pop. Este Live Per 1 ,000 Per 1,000 Natural Natural July 1 Births Population Deaths Population Increase Increase April 1970 January 1, Jurisdiction (Census) 1979 1970-1979 _ 1970 1,432,400 26,518 18.5 8,330 5.8 18,188 12.7 Anaheim 166,701 208,500 25.1 Brea 18,447 27,000 46.4 1971 1,485,700 24,169 16.3 8,726 5.9 15,443 10.4 Buena Park 63,646 63,500 - O.2 Costa Mesa 72,660 80,000 10.1 Cypress 31,026 40,200 29.6 1972 1,541,600 23,348 15.1 9,303 6.0 14,045 9>1 Fountain Valley 31,826 54,400 70.9 Fullerton 85,826 100,700 17.3 Garden Grove 122,524 118,600 - 3.2 1973 1,605,700 23,285 14.5 9,544 5.9 13,741 8.6 Huntington Beach 115,960 165,800 43<0 Irvine 7,572* 53,100 601.3 Laguna Beach 14,550 16,700 14.8 1974 1,656,300 24,791 15.0 9,754 5e9 15,037 9.1 La Habra 41 ,350 44,100 6.7 La Palma 9,687 15,050 55.4 Los Alamitos 11,346 11,200 - 1.3 1975 1,694,900 24,522 14.5 10,126 6.0 14,396 8.5 Newport Beach 49,442 65,100 31.7 Orange 77,374 87,000 12.4 Placentia 21,948 33,900 54>5 1976 1,749,900 25,417 14>5 10,415 6.0 15,002 8.6 San Clemente 17,063 25,900 51.8 San Juan Capistrano 3,781 17,650 366.8 Santa Ana 156,601 186,800 19.3 1977 1,788,688 26,459 14.8 10,510 5.9 15,949 8.9 Seal Beach 24,441 26,450 8.2 Stanton 17,947 23,350 30.1 Tustin 21,178 33,700 59.1 1978 1,832,850 27,240 14.9 11,044 6.0 17,106 9.3 Villa Park 2,723 7,325 169.0 Westminster 59,865 70,000 16.9 Yorba Linda 11,856 26,750 125.6 SOURCE: Orange County Health Department Total Incorporated 1,257,320 1,601,900 27.4 Total Unincorporated 163,066 249,100 52.8 Total County 1,420$ 86 1,851,000 30.3 * Estimated by Orange County Planning Department SOURCE: U.S. Department of Census and State Department of Finance 4 North County Cities experiencing significant growth through TABLE I:4 the 70 ' s were Villa Park , Yorba Linda , and Fountain Valley , with populations increasing 169 , 125 .6 , and 70 .9 percent , POPULATION DENSITY: 1970-1979 respectively , during the last decade . Three North County Cities have lost population since 1970e Density These are Garden Grove , Los Alamitos and Buena Park , with (Persons Per Square Mile) Percent Change population losses of 3 .2 , 1 . 3 and 0 .2 percent respectively . Such population decreases have occurred in the older , more Jurisdiction 4-1-70 1-1-78 1-1-79 70-79 78-79 established North County areas under two conditions : The area " builds out " ( no new construction takes place ) , and Anaheim 5,036 5,064 5,061 0.5 - 0.1 children grow up and relocate elsewhere . Brea 2,073 2,658 2,700 30.2 1.6 Buena Park 6,494 6,000 6,048 - 6<9 0.8 Costa Mesa 4,943 5,219 5,263 6.5 0.8 By definition , there was a concomitant increase in population Cypress 4,925 6,444 6,381 29.6 - 1.0 density as the County ' s population grew . Table I : 4 presents Fountain Valley 3,315 5,656 5,667 71.0 0.2 population density ( persons per total square mile ) by City Fullerton 3,884 4,475 4,557 17.3 1.8 and unincorporated area for April 1970 and January 1978 and Garden Grove 6,962 6,678 6,701 - 3.7 0.3 1979 . Between 1970 and 1979 , population density increased Huntington Beach 4,443 6,045 6,187 39.3 2.3 29 . 7 percent County-wide . In the same time period , there was Irvine 266 1,097 1,283 382.3 17.0 a 76 . 8 percent increase in population d e n s i ty fur the Laguna Beach 2,910 3,212 3,212 10.4 0 unincorporated area , reflecting the growth that the southern La Habra 6,563 6,898 6,891 5.0 - 0.1 unincorporated communities have experienced ; whereas the La Palma 6,054 9,281 9,406 55.4 1.3 incorporated area remained approximately the same (actually Los Alamitos 2,767 2,593 2,605 - 5.9 0.5 experiencing a decrease of 0 .3 percent ) . Newport Beach 3,456 4,195 4,227 22.3 0.8 Orange 4,836 4,625 4,703 - 2.8 1.7 Placentia 4,389 5,038 5,136 17.0 1.9 Seven Cities lost population density since 1970 . Of these San Clemente 1,185 1,676 1,750 47.7 4.4 Cities , Buena Park , Garden Grove , and Los Alamitos reflect San Juan Capistrano 302 1,315 1,358 349.7 3.3 actual losses in population ; while Orange , Seal Beach , Tustin Santa Ana 5,800 6,815 6,868 18.4 0.8 and Yorba Linda experienced a decrease in density as a result Seal Beach 2,494 2,000 1,989 -20.2 - 0.6 of annexations of relatively vacant territory . Stanton 5,982 7,800 7,783 30.1 - 0.2 Tustin 6,229 4,165 4,213 -32<4 1.2 Villa Park 1,297 2,598 2,616 101.7 0.7 Population Growth in the 80 ' s Westminster 5,595 6,495 6,542 16.9 0.7 Yorba Linda 2,156 2,959 1,760 -18.4 -40.5 T to e projected e c t e d Total Incorporated 4,379 4,386 4,367 - 0.3 - 0.4 p j population growth for the County i s expected to Total Unincorporated 336 563 594 76.8 5.5 average approximately 40 ,000 per year through the 1980 ' se Although this level of growth is equivalent to adding a City Total County 1,816 2,309 2,355 29.7 2>0 the size of Cypress or La Habra each year , it is considerably less than that of the boom years of the early 60 ' so This SOURCE: Population Research Unit, California Department of Finance rate of population growth represents an increase of two i 5 percent per annum. Highlights of growth in the 80 ' s are discussing tire age structure for the 70 ' s and 80 ' s , certain presented below and discussed in greater detail later in this essential concepts need to be established and definitions section . presented . o As noted earlier , Orange County ' s past growth has been Population can be viewed in terms of various age groupings , primarily the result of in-migration rather than called cohorts , within that population . For a stable natural increase . Toward the end of the 80 ' s , natural society , the age structure should basically form a pyramid , increase will become the primary factor contributing to with the younger population more numerous than older people. County growth , with the level of in-migration remaining F i y u r e s I : 2 , I : 3 , and I : 4 illustrate Orange County ' s age relatively constant . This change will be reflected in structure pyramids for 1970 , 1980 , and 1990 respectively . an increased maturity and stability of the County ' s Distortions in the pyramids between 1970 and 1990 are demographic structure . partially the result of tire maturing of the post-World War II "boors babies " , and tire subsequent decline in birth rates (the nur,rber of births per 1000 total population , per year ) . The o The rapid increase in the Indochinese population which pyramids also illustrate the expected percentage increase in occurred in tire latter half of the 70 ' s is expected to the elderly population over the next two decades . continue through the first half of the 80 ' s . The number of Indochinese in the County should more than double by 1985 , reaching 50 ,000 . The rate of increase Aye structures are modified as the result of changes in birth in this segment of the population is then expected to rates , death rates , and selective migration of one aye group decline by the end of the 80 ' s , when it will approach over that of another . These various forces and the manner in that of the general population . which they have shaped Orange County ' s aye structure will be examined in this section . o In the 80 ' st, the number of households is expected to grow at a faster rate (on a percentage basis ) than that The rapid rise of birth rates during the post-World War II of the total population . The average size of baby boom focused attention on the social consequences of households should become smaller as the number of shifts in a population ' s age structure . Beyinning in about children per family declines and the number of 1947 , the birth rate began to climb sharply at the National one-member households increases . level . By 1951 , one of the peak years , 25 births occurred for every 1 ,000 members of the population . Between 1947 and 1962 , when birth rates remained at this high level , the o The geographic areas in the County expected to National population yrew by 45 million , a maynitude of growth experience the greatest growth in the 80 ' s are the never approached in any comparable period . In 1957 , the South County areas of Irvine , Mission Viejo , Layuna birth rate began to decline , dropping below the relatively Niguel , and the Moulton Ranch . A 1 s o , in North Orange constant rate of 23 births per 1000 rnernbers of the population County , the Santa Ana Canyon area should experience by 1962 , thus marking the end of the baby boom. Throuyh the continued growth . The geographic distribution of the 60 ' s the birth rate continued to decline , from 24 per 1000 at County ' s growth is discussed in greater detail in the the beginning of the decade , to 18 per 1000 at the end . In Appendix of this report . 1975 , the birth rate appeared to reach its lowest point , at 14 .8 per 1000 , which represented , at that time , a replacement level of fertility ( or zero population growth ) . The pattern Ace Structure : A Major Social Force of birth rates in Oranye County over the years has reflected this National trend . Si rice 1972 , Orange County ' s birth rate has remained relatively stable , at approximately 15 births Demographers have recently begun to recognize the changing per 1000 . aye structure of American society as all explanation of such a wide range of social behavior in the 70 ' s as the declining birth rate , student unrest , and decreasing worker Turning to the other major factor affecting population productivity . This changing age structure has also been throuyh natural increase : The death rate (the number of employed to predict increased prosperity in the 80 ' s . Before deaths per 1000 members of the population , per year ) for the 6 FIGURE 1:2 ORANGE COUNTY POPULATION DISTRIBUTION: 1970 Nation as a whole has declined steadily during the twentieth century , from approximately 17 per 1000 at the turn of the century , to just over nine deaths per 1000 in 1980 . Most of the gains in longevity occurred in the first half of the MALE FEMALE century , however : Medical science ' s ability to control deaths resu1tiny from contagious or infectious diseases has been the primary cause of this decline , which in the long run 85+ has contributed to an increase in the average age of America ' s population . No major changes in the death rate are expected in the 80 ' s ; Therefore , the death rate should not 0-8 contribute to future changes in the aye structure . Orange County ' s experience has , ayain , directly paral1eledthe 7579 National trend , although at a lower overall level ( due to the relatively youthful age structure of the County ' s population ) . 70-74 65-69 M i y r a t i o n has been the major factor contributing to Orange County ' s growth . Different age groups move in or out of a 60-64 reyion for a variety of reasons , creating differential rates of migration and thereby affecting the population ' s age structure . Two past migrations of note , because of their 55-59 potential effect on the age structure , were the in-miyration of older citizens to Orange County , the result of the 50-54 development of retirement comr,iunities in the 60 ' s and early 70 ' s , and the more recent out-miyration of young fariIies to areas outside the County with less expensive housing . 45-49 40-44 Housiny prices , discussed at length later in this report , appear to be a major determinant in both of these migrations . 35-39 The past in-miyration of senior citizens into the County may not continue in the 80 ' s , due to the rising cost of housing in the County . However , this decline in senior citizen 30-34 in-miyration should be offset by the yrowth in this aye cohort in the 80 ' s , due to the aying of the general 25-29 population . On the other hand , the out-miyration of young families to areas with lower cost housing should intensify in the 80 ' s . This could have a major impact on the aye 20-24 structure of the County in the next decade . 15-19 In summary , Orange County ' s aye structure has been affected 10-14 by two National phenomena : the post-World War II "baby boors" , and the declining death rate . But the County ' s age structure has been affected to an even greater extent by a 5-9 more local phenomenon : the in-migration of senior citizens and the out-migration of younger families to areas with 0-4 lower-cost housing . The next section will examine the effects of aye structure on a broad range of social 7 6 5 4 3 2 1 0 1 2 3 4 5 6 7 behaviors , many with a direct impact on County government . PERCENT Source: 1970 Federal Census. i i FIGURE 1:3 FIGURE 1:4 ORANGE COUNTY POPULATION DISTRIBUTION: 1980 ORANGE COUNTY POPULATION DISTRIBUTION: 1990 MALE FEMALE MALE FEMALE 85+ [8�5+ 0-84 180-84 75-79 75-79 70-74 70-74 65-69 65-69 60-64 60-64 55-59 55-59 50-54 50-54 45-49 45-49 40-44 40-44 35-39 35-39 30-34 30-34 25-29 25-29 20-24 20-24 15-19 15-19 10-14 10-14 5-9 5-9 0 4 0-4 7 6 5 4 3 2 1 0 1 2 3 4 5 6 7 7 6 5 4 3 2 1 0 1 2 3 4 5 6 7 PERCENT PERCENT Source: State Dept. of Finance. Source: State Dept of Finance. 8 FIGURE 1:5 Aye Cohort Theory . The demographer Ri chard Easterl i n ORANGE COUNTY AGE DISTRIBUTION: 1970, 1976 AND 1979 developed the Age Cohort Theory to explain the broad effects of chanyiny birth rates on the social structure of a population . According to Dr . Easterlin , the effects of be] onyiny to a relatively large aye cohort are great on the i ndi vi dual s withi n the cohort , and thus on s o c i e t y as a 1,900 1,851,000 whole . When a large number of babies are born in a given year , all the faci 1 i ti es in society provided to care for and 1,800 60+ educate this group as it moves through the aye structure are 35-59 1,729,284 s t r a i ned . Furtheriiiore , the size of the cohort in itself i s a 1,700 25-34 major social force affecting job opportunities , feelings of 18-24 11% wel l bei ng , and even the ferti 1 ity rates of the meribers of 10-17 that cohort . 1,600 0-9 11% When there are many members in an age cohort , competition 1,500 1,420,386 among them is more intense than for individuals in smaller aye cohorts . Thi s i s particul arly true for 1 arge cohorts of 1,400 --- young people , because many of tire activities of youth , such 10% as schooling , entry into the labor force , and family 1,300 formation , are closely based on their age . This competition becomes critical as the cohort enters the work force . For exailpl e , a general i zed feel i ng that "ti mes are tough " may t.zoo result from their difficulty in achieving their parents ' 30% level of prosperity . ° 1,100 0 29% .J 1,000 Ayes can be grouped any nuriber of ways for analytic purposes o ( e . g, . in five-year intervals ; or in aye groups corresponding 28% to children-youth-adults-seniors , and so forth ) . By a 900 adjusting the aye limits of cohorts , new units of study are a created , each with its own set of comi,Ion characteristics . In a 800 16% 18% the folIowiny section , "Aye Structure in the 7 0 ' s " , the I County ' s population will be divided into six cohorts , each to 700 14% be examined during the last decade and projected into the 80 ' s . In the section , "Aye Structure in the 80 ' s " , a different set of cohorts will be investigated , allowing the 600 further examination of Orange County ' s age structure . 11% 13% 13% 500 Aye Structure in the 70 ' s 400 � Figure I : 5 illustrates age distributions in Orange County for 300 17% 16% 14% the years 1970 , 1976 , and 1979 . Each cohort in Figure 1 : 5 is depicted as a percentage of the total County population for 200 each year . Figure 1 : 5 illustrates the influence of the baby boors on the age distribution of Orange County during the 7 0 ' s . As of 1979 , the majority of these babies had reached 100 adulthood ( i . e . , over 17 years old ) . This is reflected by a 20% 15% 14% decreasing percentage of 0 to 17 year olds in the total 0 - County population . For example , children 0 to 9 years old * 1970 * 1976 ** 1979 *Cenus Figure YEAR **Estimate 9 Source: 1970 and 1976 Cenus and the State Dept. of Finance. FIGURE 1:6 decreased from 20 percent of the total County popu1 at on i n ORANGE COUNTY AGE DISTRIBUTION: 1970, 1980AND 1990 1970 to 14 percent in 1979 . Children 10 to 17 years old dropped from 17 percent of the County total population in 1970 to 14 percent in 1979 . At the same time , the adult age cohorts as a percentage of the total County population wo 1970 increased . 1980 The absolute number of individuals in each of the above mentioned cohorts for the years 1970 , 1980 and 1990 is 1990 graphically displayed in Figure I : 6 . This figure portrays the County ' s chanying aye structure projected for the 1980 ' s . Of 850 particular interest are the 10 to 17 and 18 to 24 age cohorts . The number of individuals in both of these cohorts 800 is projected to decline between 1980 and 1990 , whereas the balance of the County ' s poulation is expected to increase in number . Such changes in the aye structure can have a variety 750 of social consequences . A number of social phenomena occurs with hiyher incidence to the teenage population and to young 700 adults than to other age cohorts . These include mental health problems , drug abuse , suicide and the incidence of 650 violent crime . During the 1970 ' s , the relatively numerous 10 to 24 aye yroup focused public awareness on a number of these social problems ; government agencies at all levels responded 600 to this awareness with the creation of a variety of social programs taryeted to these problems . As the projected 550 decrease i n the 10 to 17 and 18 to 24 age cohorts occurs i n � the 1980 ' s , and the elderly age cohorts increase , we may see a shift in the types of social programs created in the 80 ' s . 500ca Most likely , attention will be increasingly directed at the social problems common to the elderly population . 450 : z o yk Age Structure in the 80 ' s a 400 �* J 0 350 This section will examine the age structure of Orange County in the decade of the 80 ' s . A different set of cohorts will 300 be investigated , facilitating the isolation of further social consequences of a changing age structure in the County . 250 Yv } The aye group 0 to 4 will increase numerically through the 200 � 4 80 ' s e Thi s i s primmmari ly a result of the post- World War I I baby boom population having now reached child-bearing ayes ;. 150 Althouyh the currently low fertility rates (births per woman , in the child-bearing ayes } will continue , at roughly O .06 K births per woman per year y p p y (on a probability ity basis ) , the 900 `.; " f a*: � :�.• absolute number of births will nevertheless increase because of the relatively Iarye population in the child-bearing 0 years , to which these rates apply . Further , as Table I : 5 0-9 10-17 16-24 25-34 35-59 60+ indicates , toward the end of the 70 ' s , births to women aged AGE Source: 1970 Census and the State Dept. of Finance. 10 - II — 1 i TABLE I :5 I NUMBER OF BIRTHS BY MOTHER'S AGE, ORANGE COUNTY RESIDENTS: 1970-78 YEAR Age of Mother 1970 1971 1972 1973 1974 1975 1976 1977 1978 All Ages 26,519 24,169 23,348 23,285 24,791 24,522 25,417 26,459 27,240 Under 15 24 25 34 28 36 36 25 40 34 15-17 1,274 1,057 1,168 1,116 1,137 1,176 1,043 1,009 1,071 18-19 2,776 2,345 2,384 2,327 2,442 2,324 2,447 2,332 2,399 20-24 9,857 9,161 8,359 8,266 8,588 8,331 8,469 8,891 9,137 25-29 7,691 7,172 7,208 7,411 7,924 8,024 8,312 8,582 8,564 30-34 3,317 3,030 2,995 3,021 3,480 3,450 3,853 4,301 4,615 35-39 1,248 1,127 954 904 970 947 1,072 1,096 1,201 40-44 307 244 228 198 201 220 187 190 196 45 and Over 19 8 14 10 11 12 8 8 10 Unknown 6 - 4 4 2 2 1 10 13 SOURCE: County birth runs, 1971-78 Report HE35Q201 , maintained by Epidemiology, PHMS/HSA County birth run, 1970 Report HE35P201 11 I 30 to 34 increased . This trend is expected to continue into Demand for such teenage oriented correctional and custodial the 80 ' s . More of the births will occur to women established services as group homes and juvenile institutions - should in the labor force , who will be returning to work sooner decline through the 80 ' s . However, two factors which may following birth than in past years . More of the births will counteract this trend are : ( 1 ) The differing birth rates be the first to families , as a result of declining family between disadvantaged groups and more prosperous groups , and size and an increase in first births to older parents . ( 2 ) the ability of the criminal justice system and other service providers to redefine the problems which create service demands . The birth rate for the economically The primary service areas impacted by the increase in the disadvantaged dropped during the 60 ' s,, but this decline was number of children 0 to 4 years, from 137 ,000 in 1979 to siynificantly less than that of the general population . Thus , 183 ,000 in 1990 , will be services for working parents with some disadvantaged youth--who are disproportionately children , in addition to housing for new families . represented among such client populations--may not experience the "local " benefits of being in a smaller age cohort . With regard to the second factor , Orange County , toward the end of The age group 6 to 12 will slowly increase during the the 70 ' s , has been increasingly emphasizing " public safety " beginning of the 80 ' s and advance rapidly towards the end of objectives in the areas of cririe and punishment . Further the decades The increase in grammar school children in the i,ioverirent in this direction could counteract any decrease in County will be over 40 ,000 in the 80 ' s , from 200 , 000 in 1979 service loads resulting from declining population pressures . to 240 ,000 in 1990 . This growth will be experienced primarily in newly developed areas . The increase in grammar school children is also likely in older communities The aye group 17 to 32 will continue to experience the containiny concentrations of minority populations , which in population pressures of rnernbership in a large aye cohort . the past have generally produced larger families . The consequences of this situation are as follows : The number of teenagers 13 to 19 will decline, both in actual o The demand for " starter homes " should increase as more numbers and also as a percentage of the total population . individuals reach 30 , the age by which the first home The number of teenagers in the County is expected to decrease is traditionally bought . by 36 ,000 in the 1980 ' s , from 239 ,000 in 1979 to 203 ,000 in 1990 . The youths who become teenagers in the 80 ' s will be experiencing the advantages of being in smaller age cohorts . o A continued out-migration of young adults 25 to 34 to Arnony these are: areas with lower cost housing may occur if this demand cannot be met within the County . o A decline in the demand for high school spaces . o The high percentage of employed women in this age cohort should continue through the 80 ' s . New mothers o A decline in competition for jobs in areas are expected to return to work soon after child-birth . traditionally available to this aye group . o Though the nur,iber of births will be increasing , the o A decline in such problem indicators as suicide rates , fertility rates for this aye group will remain low . drug use rates , and crime rates for this group ( based on the aye cohort theory which predicts that this decrease occurs when the size of the cohort declines ) . o Competition for career advancement will intensify for individuals in this age group . Consequently , stress- related problems may also increase within this cohort . However , despite these advantages , entry of teenagers into the full —time labor force following high school may remain difficult . They will be competing for entry level jobs with women re-entering the labor force and with new immigrants . This competition should not be as great as it was in the 70 ' s , however . 12 The acme group 18 to 24 will decline both numerically and as a Racial /Ethnic Composition in the_ 70 ' s percentage of the total population in the 80 ' s . By the end of the decade , this cohort is projected to decrease by 22 ,000 , from approximately 242 ,000 in 1979 to 220 ,000 in Uranye County has also experienced a change in its 1990 . In 1980 this group makes up over 12 percent of the racial /ethnic composition since 1970 . Although the County population ; by 1990 they will comprise approximately race/ethnicity categories of the Federal 1970 Census and the nine percent of the population . This age group has always 1976 Uranye County Special Census are not directly contained a target set of people for which statistics , over comparable , the figures suggest an increase in such groups as the years , show the greatest potential for involvement in Hispanic , Black and Asian . Not only have their numbers and criminal activity : The decline in their numbers should be relative proportions apparently increased , but so has their accoiirpanied by a decline in the numbers of crimes committed , yeographic distribution across the County . particularly violent crimes . A decreasing number of divorces and other social problems associated with this cohort is also expected to occur . Such services as higher education , There has also been a steady influx into the County of both traditionally directed at this aye group , may be faced with undocumented aliens and Indochinese refugees during the last further declines in the 80 ' s . decade . The Indochinese in-migration occurred after the 1976 Census , and the aliens were undoubtedly undercounted in the 197U and 1976 censuses (as they are in any census ) ; thus The age group 60 years and over will grow in the 80 ' s , both their numbers are difficult to estimate . The Indochinese numerically and as a percentage of the total population . The refuyee population has increased tremendously during the upper end of the aye spectrum will experience significant latter part of the 70 ' s . The Population Research unit of the growth in the 80 ' s , from approximately 216 ,000 in 1975 to State Department of Finance has recently estimated that there 355 ,000 in 1990 . During the next ten years , the percentage were 18 ,600 refugees residing in the County as of January of the population over 60 wi11 increase from 12 to 15 198U . Between 600 and 1000 new arrivals each month has been percent . As a result , the following effects may occur : common and is expected to continue for some time . o The prominence of senior citizens in local decision Racial /Ethnic Coi,iposltion in the 80 ' s making will increase . The major force actiny on the County ' s racial /ethnic o Demands for recreational and leisure services , and composition in the 80 ' s will be the continued in-migration of public transportation directed at senior citizens , will Indochinese into the County . In addition to this large increase . iof1ux , there appears to be a trend in which the size of all the ethnic/racial minorities wi11 L)e increasiny and becoming r,iore evenly distributed throughout the County . We may also o Because of changiny laws , it will be easier for expect the following to occur : individuals to work beyond the traditional retirement aye of 65 . o As a result of the increasing Indochinese population , persons of Asian descent will become the second largest o Because many seniors live on fixed incomes , inflation minority in the County , with Hispanics remaining the control is a major issue facing this group . If largest . inflation . control is not achieved at a National level , the steady growth in the political power of senior citizens could be increasingly directed at tax-cutting o The demand for health and social services for the measures , one of the few areas in which there is an special needs of the Indochinese wi11 increase with the opportunity to improve their financial situation . general population . As monies for services become tighter , competition will become more intense. o The size of the Hispanic population should increase in the 80 ' s . This increase is explained by the historical trend toward 1 arger average fariii ly si zes for• H i spani cs than for the general population , in addition to the 13 sizable in-migration of workers and their families from impacting childcare services , in addition to housing Mexico . Changes in America ' s immigration policies , as a for new families . concession for importing Mexican oil , could greatly increase the number of legal imruigrants from Mexico to Orange County in the 80 ' s . However , this pressure may o The number of teenagers should decrease by be countered--to an unknown extent--by a lack of approximately 30 ,000 in the 80 ' s ; the result could be a affordable housing in the County . decline in such areas as job cor,ipetition , suicide , drug abuse , crime rates , and demand for high school spaces for this aye group . Conclusion o I n the 80 ' s , the aye group 60+ wi 11 increase 12 to 15 Orange County ' s population has grown significantly in the percent , which may impact demands for recreation , 7 0 ' s , and the sheer number of new residents was a major leisure , and transportation services for this group . social force throughout that decade . This growth will continue at a slower pace through the 80 ' s . The County ' s chanyiny aye structure has been identified as another major o If present trends continue , persons of Asian descent driving force behind many of the social changes experienced w i I I become the second largest minority in the County , in the 7 0 ' s , and this is also expected to remain a with Hispanics rerdaininy the largest . significant factor through the 80 ' s < In addition , the County ' s ethnic composition will continue to change in the 80 ' s . Through the remainder of this Report , population changes and the forces they exert on housiny , the economy , the physical infrastructure , the environment , and local yovernment will be examined . o between 1970 and 1979 , Orange County ' s population grew 30 percent . Of this increase , 69 percent was due to in-migration . o 0uriny the 70 ' s , the southern portion of the County was a particularly hiyii growth area ; this should continue throughout the 80 ' s . o Through the 70 ' s , the incorporated portion of Orange County grew 27 . 4 percent ; the unincorporated portion grew 52 .8 percent . o In the 80 ' s , projected population growth for the County should average 40 ,000 per year . o Throuyh the 80 ' s , the aye cohorts 10 to 17 and 18 to 24 are projected to decline ; the balance of the County ' s population should increase . o The aye cohort 0 to 4 will increase in the 80 ' s , 14 CHAPTER 2 o ECONOMICS nearly 200 percent . Personal income has been growing rather rapidly over the years , a result of significant population and ei,iployment gains . However , inflation and higher taxes have eliminated much of this apparent increase . Accordingly , over the ten-year period in Orange County , tiie increase in net disposable incoine averaged only about three percent per Introduction year . The folIowiny sections will discuss Orange County ' s economic F i y u r e II : 1 and Table II : 1 depict the annual average of the picture in the 1970 ' s , and projections for the decade ahead . Consumer Price Index ( CPI ) for the Nation and the Orange/Los The County ' s rapid economic development will be examined in Anyeles County area for the years 1970 through 1979 . In terms of income , employment , industry and trade . Projections Orange County , the index rose from 114 . 3 in 1970 to 213 . 7 for the 80 ' s will review employment , income and housing in duriny 1979 , an increase of 87 percent . ( In 1967 the CPI light of the continued expansion anticipated for the County . equaled 100 . This means that what could be purchased for The sections conclude with a discussion of potential problems $10 .00 in 1967 would cost $21 .37 in 1979 . ) The annual that could be intensified by other factors in the County ' s average CPI rose 10 .8 percent between 1978 and 1979 , the continued development . largest percentage increase of the decade . The increase in the CPI over the last decade in Orange County was approxiciately the same as that of the Nation . However , even The 1970 ' s was a period of tremendous economic growth for with this rather high rate of inflation , it appears that the Orange County . Both personal income and median family income i,iedian family income in the County has kept pace with this showed substantial . gains , and wage and salary employment steady rise in the cost of living ( although the impact on showed an increase of 92 percent between 1970 and 1979 . individual households may have been great ) . Indications are that in Orange County , the upcorniny decade will be one of cautious increasing prosperity . Continued expansion of employment opportunities should reriain The median family income recorded in the 1970 census was significantly above the National and State levels . While $12 ,245 a year . Lstimates of the median family income for nianufacturiny industries will continue to develop 1979 range from $20 ,200 a year (Department of Housing and significantly , nonrianufacturiny should be the area of Urban Development ) to $22 ,300 , a year (United California greatest job expansion throughout the 80 ' s . Bank ) . This substantial increase in family incorie reflects , in 1 a r y e part , the general trend of two w a y e earners per family w11ich became a common occurrence in the m i d-7 0 ' s . If However , housing costs , along with demand , will continue to the 1979 UCB figure of $22 ,300 is used (the HUD figure of rise , and financing and construction will need to be modified $20 , 20U uses 1970 census methodology , assuming only one gage if the majority of the County ' s population is not to be earner per family , and is probably a bit low) , family income priced out of the housing market . The most critical question rose 82 percent between 1970 and 1978 , indicating a real gain for the economic health of Orange County hinyes on the in buying power . housing problem: In the worst case , business and industry may choose to relocate elsewhere in the face of the housing shortage , and economic stagnation could result . Employment . Orange County ' s rapid population growth and expa rid iny economy have contributed to impressive gains in ei,iployment over the last decade . Figure Ii : 2 illustrates the Economics in the 70 ' s annual averages of Orange County ' s wage and salary employment in non-agricultural establishments , 1970 through 1979 . These fiyures reflect the number of individuals who work at Incomes and Prices . A key elerlent in the economic health of locations within the County but do not necessarily reside the County has been the substantial gain in the personal here . wage and salary employment averaged 418 ,900 during income of Orange County residents during the 1970 ' s . The 1970 . By 1979 the yearly average reached 805 , 100 in the total personal incoi,ie for Orange County in 1970 was County , an increase of 92 percent . This compares very approxirlately 6 . 5 billion dollars . by 1979 , estimates favorably with a 25 percent increase for the Nation in wage revealed that personal income in the County had reached a and salary employment between 1970 and ' 979 . (Comparable figure of approximately 19 billion dollars , an increase of State figures were not available prior to 1972 . } 15 i FIGURE 11:1 TABLE II:1 CONSUMER PRICE INDEX FOR THE UNITED STATES AND THE CONSUMER PRICE INDEX: 1970-1979 ORANGE/LOS ANGELES COUNTY AREA: 1970-1979 280 All Items and Selected Components 1967 = 100 27o Los Angeles and Orange Entire United States Orange Counties Combined Average 260 All % Food Housing All % Food Housing Year Items Chng. Only Only Items Chng. Only Only 250 1970 114.3 5.0 112.2 117.6 116.2 5.9 114.9 118.9 240 1971 118.6 3.8 114.9 122.8 121.3 4.4 118.3 124.3 230 1972 122.4 3.2 120.0 127.3 125.3 3.3 123.5 129.2 0 220 1973 129.3 5.6 136.5 131.8 133.1 6.2 141.4 135.0 1 1974 142.5 10.2 156.3 144.3 147.7 11.0 161.7 150.6 210 1975 157.6 10.6 170.1 163.7 161.2 9.1 175.4 167.0 200 1976 168.0 6.6 173.5 176.8 170.5 5.8 180.8 177.2 wo 190 , 1977 179.6 6.9 185.8 190.1 181.5 6.5 192.2 189.5 zLU �. 180 1978 192.8 7.3 206.7 202.4 195.4 7.7 211.4 202.8 CL t70 1979 213.7 10.8 229.5 223.8 217.4 11.3 243.5 227.6 W SOURCE : U.S. Department of Labor, Bureau of Labor Statistics z 160 ;' o U 150 Luokiny at employment in another way : The total civilian 140 labor force reflects the numL)er of individuals who live in the County and are in the labor force , working in the County or elsewhere . For the first time , the civilian labor force 130 .' resi di ny i n the County .passed the mi 11 i on mark i n June 1978 , reaching a figure of 1 ,023 , 700 in December , averaging 998 , 100 120 bus`-'" for the year . The number of persons i n the ci vi 1 i an 1 abor pl force , employed and uneriployed , for 1975 through 1979 , can be 110 �0�' seen by referring to Figure II : 3 . (The Bureau of Labor statistics methodology changed in 1974 , r,iaking comparisons to previous years impossible . ) The total civilian labor force 100 increased from an annual average of 781 ,800 during 1975 to 1 , 063 ,200 during 1979 , an increase of 36 percent . In Orange 0i County , as for the entire Nation , a growing number of worsen 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 and students in the 1 abor force has resulted i n a hi yher growth rate for the labor force than for the population as a YEAR whole. Source: U. S. Department of Labor. 16 FIGURE 11:2 TOTAL ORANGE COUNTY WAGE AND SALARY EMPLOYMENT IN NON-AGRICULTURAL ESTABLISHMENTS: 1970 TO 1979 1,000 900 805.1 800 co 747.7 co 700 674.2 z 610.0 LU 600 562.7 0 J d w 500 418.9 400 300 200 100 0 1970 1975 1976 1977 1978 1979 YEAR Source: State Employment Development Department. Note: Employment reported by place of work excluding self-employed and unpaid family workers and workers involved in labor disputes. 17 J FIGURE 11:3 ORANGE COUNTY CIVILIAN LABOR FORCE, EMPLOYED AND UNEMPLOYED: 1975 - 1979 1,300 CIVILIAN LABOR FORCE 1,200 EMPLOYED 1,100 = 1,063.2 UNEMPLOYED 998.1 1,019.0 949.0 918.0 900 864.4 837.8 y 781.8 773.0800 .�:1' -,�, ,:tin �� .,.�-•,.��•. f "✓ ca 709.3 700 F— '-:y4ti}*'• '4�<y;;y,�`' '.•a:,;t:•=y �si'�`^' i; ;Z�,hh�+;� IJ.I .�i.�yy�_ '``��R:'.yJ .fP}:121:r• ;�1..]j.� T'+" yJi•' 't•a)1' 'i�C`t'}dJ .�:'.,'f%o•'J '�r�iljl -��e:r ..•f 600 LU 500 400 J :<r,�--��.. �'i�`,,:�' "�iT;'4�,'�. ���T.+ t j •T�eiRi-'it � ,�I� }{%t''a'+,;1 J..`i�<'.`l\{. .• �_•��•'•' .tom-.si--7) �:��.. ':i�_i '�•',t-n: - .S far 3- �•:.,r.}� �`�-.s. '7.•Sr.'�i,..:1- Y:r-`r�l+,'x"ik. '�+. r: ' ��: 1 �::�cJ-iti� •a. - .�:+� •�, i. .of r��• •'aj-.,:.:•.is •I:i ,. 300 200 a,, ,..v. '•� '' 64.8 :..: 1975 1976 1977 1978 1979 YEAR Source: State Employment Development Department. 18 By again referring to Figure II : 3 , it can be seen that as the Ketai1 Trade . Orange County ' s steady growth in the areas of civilian labor force and employment increased between 1975 population , income and employment during the last decade has and 1979 , the number of people unemployed dropped from an contributed to impressive gains made in the volume of retail annual average of 72 , 500 during 1975 to 44 ,200 during 1979 , a trade . The considerable increase in the dollar volume of decrease of 39 percent . Part of the reason for this large taxable transactions in the County , 1970 through 1978 , is decline was the fact that County unemployment reached a illustrated in Table 11 : 2 and Figure I I : 5 . record high of 82 ,700 , or 10 . 5 percent in May 1975 , at the peak of the 1974-75 recession . Orange County ' s unemployment rate averaged 9 . 3 percent during 1975 . The jobless rate continued to decline during 1976 , 1977 , 1978 and 1979 with annual averages of 7 . 7 , 5 .8 ,, 4 .9 and 4 . 2 percent respectively . Unernployment in Orange County was the lowest for al 1 major metropol itan areas in Cal i forni a TABLE 11 :2 during r;iost of 1978 and 1979 . DOLLAR VOLUME OF TAXABLE SALES IN ORANGE COUNTY: by referring to Figure II : 4 , a general picture of industrial 1970-1978 (thousands of dollars) trends in the County during the last decade can be seen . The County ' s industrial mix in 1979 was well balanced , with over -- — ------- 26 percent of wage and salary workers in the manufacturing Type of Business 1970 1975 1976 1977 1978 sector , 24 percent in trade , 20 percent in services , 12 .4 percent in government , 6 . 2 percent in construction and 6 .4 Retail Stores percent i n finance-insurance-real estate . Mi ni ng and Total 2,055,027 4,126,491 4,900,707 5,951,109 6,825,109 transportation remained relatively stable during the last 10 years , while agriculture dropped--from 3 .0 percent in 1970 to All Other 0 . 9 percent i n 1979 . The percentage share i n both Outlets (Includes manuf act uri ny and government also decl i ned , as trade and Business and service categories increased from 1970 through 1979 , and this Personal Svcs. 764,442 1,624,942 2,065,187 2,707,019 3,139,320 is projected to continue throuyh 1980 . The drop in the manufacturing and construction categories as a percentage TOTAL ALL share of wage and salary errrpl oyment between 1970 and 1975 was OUTLETS 2,819,469 5,751,433 6,965,894 8,658,128 9,964,429 r,rainly due to layoffs during the 1975 recession . Although it is still the largest supplier of jobs in the County , manufacturing ' s percentage share continued to decline through 1979 , and is expected to continue on this path through 1980 . SOURCE : State Board of Equalization After the recession eased in 1976 , homebuiIdiny and non-residential construction resumed . The number of jobs in construction peaked in 1978 , even though there was a four percent drop in permit valuation for the year . (Permit valuation dropped primarily as the result of a decline in residential construction , the result of risirig costs and interest rates . ) The increase in construction jobs during 1978 is explained by the fact that non-residential ( commercia] and industrial ) construction valuation rose during 1978 . The percentage decrease in the government sector reflects , in part , a general trend in this direction over the past few years , in addition to post Proposition 13 budget cuts . 19 FIGURE 11:4 PERCENT DISTRIBUTION WAGE AND SALARY EMPLOYMENT IN ORANGE COUNTY: 1970, 1975 AND 1979 26.6% 2 24.0% 0.3%(9) 0.9%(8) 3.2% 7 6 6.4% 3 )20.0% i 5 6.2% 4 12.4% 1979 28.5% � 26.6% � . 22.7% 2 23.7% 2 0.4%(9) 3.0% 8 3.1% 7 7 3.3% 6 6 3 1. MANUFACTURING 6. FINANCE, INSURANCE ° 4.6% AND REAL ESTATE 5.3/° 3 5 16.6% 2 4.2% TRADE 5 19.4% 5.5% 7. TRANSPORTATION 4 3. SERVICES AND UTILITIES 4 15.4% 4. GOVERNMENT 8. AGRICULTURE 16.3% 1970 5. CONSTRUCTION 9. MINING 1975 SOURCE: STATE EMPLOYMENT DEVELOPMENT DEPARTMENT. 20 i FIGURE 11:5 Economi cs in the 80 ' s DOLLAR VOLUME OF TAXABLE TRANSACTIONS IN ORANGE COUNTY: 1970 TO 1978 Orange County ' s spectacular yrowth over the past thirty years 10 has generated a great deal of interest among those who are studying the present and future potential of the area . The purpose of this section is to present an overview of factors © TOTAL ALL OUTLETS that are key variables in the County ' s future economic develuprnento 9 RETAIL STORES TOTAL ALL OTHER OUTLETS (Includes Business and Orange *County ' s growth over the years and its successful 8 Personal Services) transition to a predominantly urbanized metropolitan area have established the County as an important part of the Southern California economy . The increased demands resulting from the tremendous influx of new residents and industry into the County , as discussed in the previous section , will 7 continue to pose new challenges to both public and private sector decision makers . These leaders wi11 be concentrating on planning and directing efforts designed to maintain the balance of residential , commercial , and industrial activities Err necessary to promote healthy economic growth in the 1980 ' s . _J As pointed out above , the 1970 ' s was a period of remarkable o ":r H. 9roVith in all aspects of Orange County ' s economy ° However , as we enter the 80 ' s there are many signs that while continued CD expansion should occur the County is approaching a less t} z p }fit .rh prosperous decade--of higher levels of unemployment , less o �';` "=� siynificant gains in standards of. living , and long-range �_ 4 prospects of high inflation and Continued rising energy m 4 3 ' a =+' c o s t s . These negative projections are more likely to be realized if -• ;4� x'' the County ' s housing , energy , and other problems are not 3 adequately addressed over the next decade . However , even if =r4, these probl errs are not significantly ameliorated Orange County ' s economy would not experience a sudden disruption , y> 'r but a gradual decline in economic strength by the end of the 80 ' s . Even in the event of a Nation-wide economic slowdown , the County would fare better than many other areas . ^Y. z The continued expansion of employment opportunities is h probably the most important element in the present and future economic growth of Orange County . Not only should the work force grow numerically , but there should also be increases in •` g' :; the qual atati ve el ernents of the work force w h i ch , when ram: combined , have been important factors in Orange County ' s 0 « rapid 'economic expansion ° 1970 1975 1976 1977 1978 I YEAR Source: State Board of Equalization. 21 J As a result , if all pertinent economic trends and other No mmriianufacturin . In the next ten years , the non-manufacturing externals relating to Orange County were to Iremain in a sector should e the area of greatest employment expansion in relatively normal range of activity during the 80 ' s , Orange County . A number of factors will be contributing to non-agricultural employment could reach an annual average of this expansion . 1 ,200 ,000 by 1990 , compared to an expected figure of 835 ,000 for 1980 . This represents a growth of about five percent during the first half of the decade , which should moderate to o Orange County ' s industrial growth has risen rapidly , approximately three percent annually . As a result , the rate and the related service industries are now generally of employment growth during the decade should be less than the fastest growing employment sector . This trend is one half of the 90 percent level established between 1970 and expected to continue. 198U , but should continue significantly above National and State employment growth levels . o Income and leisure time should continue to expand , which has important , positive benefits for the trade , Manufacturing employment during this decade should record service , and tourist-related industries . steady gains , althouyh riot at the pace experienced during the 60 ' s and 70 ' s . Nevertheless , new manufacturing jobs are expected to be added at a rate ranging from 8 ,000 to 10 ,000 o In this era of high transportation costs , Orange annually until the middle of this decade , with a level of County ' s tourist attractions and tourist-related about 270 ,000 manufacturing workers projected for 1985 . As industries are ideally located to serve the Southern tire industrial base continues to mature , the pace of factory California market . expansion should taper off during the 1985-1900 period , with a potential average of 300 ,000 workers in manufacturing by 1990 . This continued manufacturing strength and expansion These are some of the factors which should , when combined will have an important multiplier effect on those industries with a yrowing population base , help to push dependent on manufacturing--transportation , wholesale trade , non-wanufacturi rig employment to average approximately 750 ,000 industrial construction , and business services . by 1985 , up from the expected average of 605 ,000 in 1980 . Expansion will continue at a slower pace through 1990 , reaching a total of about 900 ,000 jobs by the end of the Also , it is important to note that the mix of Orange County ' s decade . i,ianufacturing employment will be shifting again this decade . Until the early 1970 ' s , the County ' s economy was very 0uriny the 1980 ' s , most of Orange County ' s non-manufacturiny dependent on the aerospace/defense sector of employment . industries are expected to be significant sources of new However , the expanding use of technology developed during jobs , with the principle growth sectors being trade and that time gave rise to new commercial uses , particularly in services . the field of computers , instruments , and advanced medical equipment . The overall deversity of manufacturing employment in the County compares quite favorably with that of other Trade . By 1985 , wholesale and retail trade is expected to be major metropolitan areas in the State and the Nation . Not the laryest employment sector in Orange County . New jobs only have Orange County industries adapted current technology should be added at a rate of about 12 ,000 annually , reaching to commercial uses ; their past experience and technical a projected 1985 total of 275 ,000 , up about 30 percent from expertise places them in an excellent position to greet such an expected average of 213 ,000 in 1980 and double the 1975 demands of the 1980 ' s as expanding capital investment , total . Growth will moderate slightly during the latter improving productivity , and application to the developing portion of the decade , wth 325 ,000 persons employed in trade fields of mass transit , pollution abatement and energy industries by 1990 . conservation . The aerospace/defense industries are beginning to re-emerge Services . Service industry expansion should closely parallel 9 9 9 the expected trade growth , with approximately 225 ,000 persons as strong areas of increasing employment , and are expected to employed in service industries by 1985 , up over 30 percent be a prominent segment of manufacturing employment gains from the 1980 estimate of about 170 ,000 . By 1990 , service ouring the 1980 ' s . The development of new technology should employment is projected to reach the 265 ,000 level . stimulate employment in the areas of research and development , , missiles , and communications equipment . 22 Development of Orange County ' s tourist industries will u The projected trend of declininy household size during continue to be very important as Drell . Excellent location , the next ten years in - Orange County should mean favorable climate , many attrations , and good surrounding siynificant increases in the number of households with facilities enhance Orange County ' s long term potential as a two or more persons employed . The disposable personal irrajor tourist , recreation , and convention center for both the income available to these households will be higher State and the Nation . than brat available to the traditional laryer family , or one-earner unit , and will thus have a very positive Personal Income . The expectation of continued gains in effect on the economy . employment and output should push total personal income in Oranye County to record levels during the 1980 ' s . By 1985 , o Growing affluence projected for Orange County ' s based on current trends , personal income could reach slightly citizens means they can devote much higher portions of more than $40 billion , nearly doubling the 1980 estimate of their future incomes to luxuries acid related items . $21 . 5 billion . It is conceivable that by 1990 , if the County ' s economy remains healthy , personal income could total around $70 billion . These projected gains in personal income Ayain , these specific er,rployment and income projections are will very likely be contingent on the availability of housing sor,iewhat opt ir,iistic . Factors that cloud employment growth and transportation within the County . If t•he need for projections are : housing and energy problems ; an inadequate affordable housing and easily accessible employment is not yround-transportation system, which results in long commutes met in the 1980 ' s , gains in personal income will be limited . and convention ; more intensive competition with neighboring areas for new industry (competitors effectively utilize Orange County ' s probler,is as a key element in their appeal to Several factors underlie this projected increase in personal attract industry ) ; an inadequate airport ; and lack of an income : The most important is the anticipation of continued available and/or adequately trained work force . A growth in manufacturing output and worker productivity . A significant crisis in any one of these factors could cause a strong trend towards high technology industries , in addition potential for out-wiyration of industry and the resulting to efforts by workers to "keep up " with inflation , should loss of jobs . provide healthy stimulus to "personal income growth . Conclusion The County ' s large service and retail work force may have a somewhat lagging effect on y a i n s in manufacturing industry salaries , but expected increases in the minimum wage during In summary , most economic analyses point to a continued , the next ten years should help to keep this sector of although somewhat reduced , economic expansion for Orange personal income growing . In addition , the rising share of the County during the 1980 ' s . However , to allow for continued County ' s population in the work force will be an important economic growth , such problem areas as housing , factor in the projected incor.re growth . Throughout the transportation , planning , and other economic variables roust decade , siynificant numbers of young people will be reaching be met and acted upon during the next ten years . The on-going maturity and entering the work force . As a result , during problems of rapidly r i s i n y prices for new and existing the 8 0 ' s , between 55 and 60 percent of the County ' s housing as vie 11 as escalating construction and land costs population will be in the labor force , which coripares with a have priced many Orange County families out of the housing figure of approximately 45 percent , common for most of the market . The private sector and local government are the key 70 s . players irr this u1iffiuult prob-I (2w area . If new ideas and actions are not forthcuriring frum either , much of the County ' s projected economic yrowth could be curtailed . If current Another important factor to be considered in areas of trends continue unchecked , industry and business can be suUstantial yrowth is the resultant increase in the expected to look elsewhere to relocate or expand , and disposable income of residents . Several factors to be existiny industries could leave as a result of the inadequate considered include the following : and expensive housirig for employees . If hiyh -technology industries continue to experience difficulty recruiting hiyhly - trained engineers and technicians , as well as o A yrowiny work force generally foreshadows a entry-level asser;iblers and clerical personnel , a relative significant increase in disposable personal income . stagnation of our economy could occur . 23 The expansion of the County ' s existing transportation network will be even more important during this decade than it was in the 70 ' s . Additionally , the long-range beneficial effects of the County ' s residential and industrial development necessitate a well designed and efficient transportation system. Throughout California , local governments are encountering increasing difficulty coping with uncertainties . Double-digit inflation , a variety of tax and speridirig reduction initiatives , rising energy costs and shortages , and public alienation are a.rnony the pressures currently being felt by all levels of yovernment . These problems and others pose challenyes for the 1980 ' s . o Between 1970 and 1979 , total personal income in Orange County rose nearly 200 percent . o 0 v e r the same period , waye and salary employment increased 92 percent . o Unemployment in the County dropped 39 percent between 1975 and 1979 . o By 1985 , wholesale and retail trade should be the largest employment sector in Orange County , with the number of new jobs up 30 percent frori the 1980 average . o If increasing demands for housing and transportation within the County can be met , personal income could total around 70 billion by 1990 . o A yrowiny work force should create an increase in disposable personal income available to Orange County residents . 24 CHAPTER 3 - INFRASTRUCTURE Introduction TABLE III :1 Increases in Orange County ' s total housiny stock have TOTAL HOUSING STOCK FOR ORANGE AND OTHER paral 1 el ed the fast-paced popul ati on growth of the 60 s and SELECTED CALIFORNIA COUNTIES: 1970 and 1979 7 0 ' s . Table III : 1 lists the total housiny stock for Orange County , several selected comparison California Counties - — — ( neiyhboriny Counties or those sirniIiar in population size ) , Total Housing Units Percent Change and the State for 1970 and 1979 . The percentage increase in Orange County ' s total housing stock over the past 10 years Jurisdiction 1970 1979 1970 - 1979 was significantly higher than ghat for the State , in addition to being higher than the increase for all comparison Counties , with the exception of Riverside County . When a Orange County 463,503 691,473 49 . 2 County experiences such dramatic increases in its total Alameda County 379,285 438,559 15.6 housing stock , additional demands are placed on the existing infrastructure--the physical service systems that support development . For this reason , Orange County , along with such Los Angeles County 2,542,304 2,796,067 10.0 other high growth areas as San Diego County , Santa Clara County , and a nur,rber of Cities in Riverside County , iias Riverside County 169,436 259,397 53.1 developed growth manayement policies and monito-ring systems to indicate potential problem areas . In Orange County , the San Bernardino County 251,373 334,800 33.2 Development Moni tori ny Program, instituted in 1978 , presents San Diego County 449,669 669,242 48.8 a current look at certain essential physical service systems , and assesses the interrelationships between those systems and Santa Clara County 336,874 458,714 36.2 anticipated development in hiyh-growth areas . Such documents as the Development Monitoriny Program will aid County California 7,000,819 8,855,823 26.5 decision makers in preparing for Oran.je County ' s continuing growth as we enter the next decade . Demands on the County ' s infrastructure , already severe , will continue through the next decade . This situation will create both spiraling fuel costs and increased consumption . Shortages can be expected , and less conventional sources of SOURCE: State Department of Finance energy will not be commercially viable by the end of the 80 ' s and cannot be relied on to allieviate the probleri. Increased public awareness of the energy crisis should help to maintain a conservation ethic , the initial key to alleviating Orange County ' s energy problems . I In tine last decade , Orange County faced a number of transportation-related problems , a result of its fast- paced population and economic growth . The County ' s transportation network is already operating at peak capacity and the cost of The County ' s school system will also experience problems in relieving traffic congestion is far above projections of the 80 ' s . In the 70 ' s , declining enrollment closed schools available revenues . Therefore , short - term ni.itigation in some districts , while some more recently developed areas �. measures will have to be i nip 1 erne nted in order to lessen experienced overcrowding . This pattern should continue demands throuyhout tine 80 ' s . 25 i County Housing Referring again to Figure III : 1 , the number of permits issued for multiple -far,iily units exceeded the number issued for sinyle -family units in the early 70 ' s . However , as the &cony the more difficult challenges Orange County will face demand for single-family dwellings increased in the mid-70 ' s , in the 1980 ' s is the problem of housing . Not only must the the number of permits issued for single-family units began to County supply enough housing to accomodate continuing growth exceed those issued for multiple-family units . This general pressures , it must also provide housing affordable to diverse trend continued until 1978 , when the number of single-and income groups . The folIowiny sections will review Orange multiple-family permits issued were about equal . Although the County ' s past buildiny activity and what might be expected total number of dwel1iny units authorized declined slightly reyardiny the future housing situation . In addition , several by year-end 1.979 , the number of sinyle-and multiple-family possible solutions are proposed to the housing challenges the permits issued remained approximately equal , as in 1973 . County will be facing in the 80 ' s . During the latter 70 ' s , the type of single -family unit in Housing in the 70 ' s demand began to change . Throughout the last decade , the 2000-square-foot , detached , sinyle - family dwelling with a sizable yard was the most common sight in new housing Orange County ' s considerable population growth during the developuents , especially in the large housing tracts located 70 ' s resulted in an extremely active construction industry . in the southern unincorporated areas of the County . Growth in construction tends to be more variable than Recently , however , as a result of the shrinking availability population growth : Fluctuations in building activity can of land and skyrocketing prices , there has been a move toward result from a variety of factors . These include the supply h i y h e r densities and smaller units in residential of mortgage funds , volatility of interest rates , fiscal development . More sinyle-family attached units ( i . e . policy on the local , State and Federal levels , consumer condominiums and townhouses ) of 700 to 900 square feet are confidence in the general state of the economy , land prices , being built because they are more economical in the new cost of labor and materials , labor disputes , weather , housing Market . In 1976 , when the Orange County Forecast and availability of adequate transportation , and housing demand . Analysis Center ' s H o u s i n y Inventory System was fully implemented , 14 percent of all sinyle - family units added duri rig the year were attached units . Of the sinyle-fahA ly As a result of such conditions , Orange County did experience units added during 1977 , 19 percent were attached . This some variation in building activity over the last decade . figure rose to 21 percent during 1978 . Even though the Figures I I I : 1 and III : 2 illustrate the annual number of detached unit still accounts for the majority of sinyle- ; dwelling units authorized , and the annual dollar valuation of f a a i I y residences being built , a trend toward more attached construction in Orange County , respectively . Both- reflect units is evident and expected to continue . residential buildiny permits issued , with Fiyure I I I : 2 displaying the dollar valuation of those permits , in addition to the valuation of non-residential buildiny activity , and The County ' s construction industry remained relatively strong F i y u r e I I I : 1 depicting the actual number of residential by year -- end 1979 , with the total dollar valuation of permits issued , broken down by single -and multiple -family construction d e c I i n i n y slightly to 1 .65 billion dollars . units . The actual number of permits issued peaked in 1972 , as Non-residential construction has been progressively illustrated in Figure. 111 : 1 . The amount of dwelling units increasing since 1975 , somewhat offsetting the drop in authorized fell off quickly during 1973 , in advance of the residential construction . i approaching recession of 1974-75 , and in response to a temporary over-supply of housing at the time . Permits issued picked up again after the 1974-75 recession began to ease in 1976 . The same trend can be seen in Figure III : 2 : The dollar valuation of building activity rose steadily through 1972 , then dropped off in 1973 and 1974 , rising to a new peak of $1 . 8 billion in 1977 , the result of high housing costs , inflation , and strong demand . 26 FIGURE III:1 NUMBER OF DWELLING UNITS AUTHORIZED IN ORANGE COUNTY: 1970 TO 1979 TOTAL`µ SINGLE—FAMILY UNITS MULTIPLE—FAMILY UNITS 40,000 35,000 C/3 30,000 z 25,000 z J LU 3: 20,000 O 15,000 �'+,w iGr Via:`$ "':�•. 'r:> Z^�?. 10,000 N. 5,000 ? 3• LL� .Y.' '?':✓ fir.. 4:'-+ lj.. ti :. r `.��`i' •.�iti' Geri. .{: �•Z' �• 'ti �y,1' �!+. .t.t, !.�, 0 r: :lS:� t1 11111 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 YEAR Source: Security Pacific National Bank. 27 i j FIGURE 111:2 DOLL.•%ii VALUATION OF CONSTRUCTION IN ORANGE COUNTY: 1970 TO 1979 TOTAL CONSTRUCTION RESIDENTIAL (including alterations) NON-RESIDENTIAL (Commercial, Industrial & Other) 2,000 1,800 N 1,600 Q J 0 1,400 0 LL 0 cn 1,200 ro` o 4 J 1,000 800 600 ;i`•. E�lr7. _1s,.•r �.:r fit, ���. �rf�s 400 200 P•+,7 ,r.) -i'r 'l„i �y. ri}A '.fir "07�.. 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 YEAR Source: Security Pacific National Bank. 28 1 'r The Orange County housing market continues to be strong I despite rising prices and interest rates . This is mainly due to the increased demand for housi ng , the 1 result of a TABLE III :2 continually growing population , and a shrinking supply of PERSONS PER OCCUPIED HOUSING BY CITY: 1970-1979 residential units available in the County . Adding to this demand is a steady rate of new household formations in the County : Even though the annual rate of population increase has been declining slightly over the last decade ( as the base -has become larger ) , the rate of new household formation has Persons Per Occupied Housing Unit Percent Change been exceeding the rate of population growth . In part , this is due to both a large percentage of individuals entering the Jurisdiction 1970 1976 1977 1978 1979 1970-79 1978-79 primary aye of household formation , and an increasing -� percentage of si n g 1 e and divorced households , ( the , latter Anaheim 3.1 2.9 2.7 2.7 2:7 -12.9 - resulting in rrrore households , but of a smaller size ) . Brea 3.5 3.1 3.1 3.0 3.0 -14.3 - Buena Park 3.7 3.3 3.2 3.1 3.0 -18.9 -3.2 Costa Mesa 2.9 2.6 2.6 2.5 2.5 -13.8 The declining number of persons per occupied housing unit has Cypress 4.0 3.4 3.4 3.3 3.2 -20.0 -3.0 been a major force affecti rig the County ' s need for housi ny Fountain Valley 4.0 3.5 3.5 3.4 3.4 -15.0 - throughout the 70 ' s . Table III : 2 illustrates this fact : In Fullerton 3.1 2.7 2.7 2.6 2.6 -16.1 - 1970 , there was an average of 3 . 2 persons per occupied Garden Grove 3.4 3.1 3.0 3.0 2.9 -14.7 -3.3 'mousing unit County-wide . By 1979 , tins had dropped 12 . 5 Huntington Beach 3.4 3.0 3.0 2.8 2.8- -17.7. - percent to a fi yure of 2 .8 . Thi s same general trend appl i es Irvine - 3.2 3.1 3.1 2.9 - -6.5 to each of the County ' s Cities . With less people per Laguna Beach 2.2- 2.1 2.1 2.1 2.1- - 4.6-- - dwel 1 i rig uni t and a yrowi ny population , housi ny demand La Habra 3.3 2.9 2.8 2.8 2.7 -18.2- -3.6 necessarily increases . La Palma - 3.5 3.5 3.4 3.4 - - Los Alamitos 3.6 3.1 3.0 3.0 2.9 -19.4 -3.3 Newport Beach 2.6 2.4 2.4 2.3 2.3 -11.5 - Housing demand is further reflected in the declining vacancy Orange 3.3 3.0 2.9 2.8 2.8 -15.2 - rates for the County during the last ten years . Tabl e III : 3 Placentia 3.9 3.5 3.4 3.3 3.3 -15.4 - di spl ays vacancy rates by City for the years 1970 through San Clemente 2.6 2.4 2.4 2.3 2.3 -11.6 - 1979 in Orange County . The County vacancy rate in 1970 was San Juan Capistrano - 2.7 2.7 2.6 2.6 - - 5 . 68 . This figure dropped 31 .9 percent , to 3 .87 , in 1979 . Santa Ana 3.2 3.0 3.0 2.9 2.9 - 9.4 - If thi s trend continues , current housi rig shortages coul d Seal Beach 2.1 2.0 2.0 2.0 2.0- - 4.8 - become critical , which could seriously affect employment in Stanton 3.3 2.8 2.7 2.7 2.7 -18.2 - the County if the work force has nowhere to live . It could Tustin 2.7 2.5 2.5 2.5 2.4 -11.1 -4.0 also , in turn , discourage new industry from locating in the Villa Park - 4.2 4.1 4.1 4.1� - - County . Westminster 3.6 3.1 3.1 3.0 3.0 -16.7 - Yorba Linda 3.8 3.5 3.5 3.4 3.4 -10.5 - Thus , as we enter the 30 ' s , Orange County residents are faced Unincorporated Area 3.1 2.9 2.8 2.8 2.7 -12.9 -3.6 , with an uncertain housing situation . The average price of a Total 3.2 2.9 2.9 2.8 2.8 -12.5 - hoirie in the County has been rapidly and steadily increasing , and while incomes [lave also increased , they have done so at a * Did not participate in 1976 Census, estimate by State Dept. of lesser rate . Even though the median family income in the Finance County is above the State and National averages ( present estimates range frorrr $20 ,200 a year frorrr the Department of SOURCE: Population Research Unit, California Department of Finance Housing and Urban development to $22 ,300 a year in 1979 by United California Bank ) , the current median listing price for a single-family dwelling is $113 ,000 (Walker & Lee ) . Hordes under $90 ,000 are becoming increasingly hard to find . Such trends as these are ciaking it very difficult , if not impossible , for moderate-and lower-income families to afford Housing in the County . Large families , the elderly , the disabled , and ethnic minorities are faced with a sir,ri1ar situation . 29 - c TABLE III :3 Housi rig in tire 80 ' s VACANCY RATES BY CITY: 1970-1979 The discussion of housi ny in the 70 ' s and the population age structure chariyes in the 80 ' s i11ustrates the complexity of forces impacting the need for housi ny as we enter the new Percent of decade . During the 70 ' s , the County experienced rapidly Units Vacant Percent Change accel erati ny housi rig pri ces , hi gh occupancy rates , and various loyal mandates for low-and moderately-priced housiny. Jurisdiction 1970 1977 1978 1979 1970-79 1978-79 As indicated i n the "Popul ati on i n the 00 ' s " sect on of thi s report , the nui,iber of persons aged 25 to 34 i s expected to Anaheim 5.04 4.63 4.95 4.20 - 16.7 - 15.2 i ncrease by over SU ,000 duri ny the next decade . These are Brea 5.02 4.90 6.28 7.01 39.6 11.6 the ayes at which persons traditionally purchase their first Buena Park 3.03 3.07 3.15 3.25 7.3 3.2 hove . Thus , Orange County will increasingly be faced with Costa Mesa 3.63 4.61 4.30 4.47 23.1 4.0 this i,iajor chalIenye as it enters the 80 ' s . Cypress 3.86 1.95 1.59 1.33 - 65.5 - 16.4 Fountain Valley 10.49 2.33 1.85 1.83 - 82.6 - 1.1 Fullerton 3.45 2.90 1.20 1.54 - 55.4 28.3 H o u s i ng S u p p I y in the 80 ' s . Whi 1 e new housi ny starts are Garden Grove 2.99 2.50 2.53 2.81 - 6.0 11.1 expected to decline-1 n the early part of the decade , they Huntington Beach 6.37 3.36 2.40 0.52 - 91.8 - 78.3 should begin gradually increasing later in the 80 ' s . This Irvine - 5.68 6.24 5.28 - - 15.4 trend reflects the National and local economic outlook , as Laguna Beach 13.25 10.87 11.00 * 11.30 - 14.7 2.7 di scussed earl i er . However , even wi th a possi bl e i ncrease i n La Habra 3.24 3.18 1.80 2.00 - 38.3 11.1 housi ny starts duri rig thi s p e r i od , the currently hi gh La Palma 6.50 1.55 2.76 1.75 - 73.1 - 36.6 occupancy rates i n the County are not expected to decl i ne Los Alamitos 2.35 3.02 2.63 2.43 3.4 - 7.6 siynificantly over the next ten years . On the averaye , the Newport Beach 13.20 9.52 9.33 8.98 - 32.0 - 3.8 number of housi ny uni is i n the County i s expected to increase Orange 3.67 3.28 3.75 3.53 - 3.8 - 5.9 by approxii,iately 19 ,000 to 20 ,000 units a year . Projections Placentia 3.54 3.87 3.32 3.16 - 10.7 - 4.8 fur increases in the County ' s housi ny stock are included in San Clemente 13.66 12.03 12.46 11.40 - 16.5 - 8.5 Table A : 2 , located in the apperidix . San Juan Capistrano 10.11 4.89 3.98 2.77 - 72.6 - 30.4 Santa Ana 4.78 4.05 5.22 4.87 1.9 - 6.7 Seal Beach 2.58 4.00 3.56 4.03 56.2 13.2 On a percentage basi s , the County ' s housi ng stock i s expected Stanton 2.95 2.30 2.39 2.34 - 20.7 - 2.1 to i ncrease by i,iore than one-fourth ( 27 percent ) over the Tustin 9.44 2.98 2.48 2.55 - 73.0 2.8 next lU years . However , the problem of housing Uranye County Villa Park 13.62 3.33 3.11 2.60 - 80.9 - 16.4 residents wi 1 1 not be solved iiierely by increasing the number Westminster 2.88 2.79 2.45 2.14 - 25.7 - 12.7 of housi n� units a v a i l a b 1 e . New housiny must be affordable Yorba Linda 7.80 3.41 2.76 5.98 - 23.3 116.7 to 1 uvier - and moderate - i ncoiiie groups as Biel 1 as the Unincorporated Area 8.46 4.85 4.39 3.85 - 54.5 - 12.3 traditional Orange County home buyer of recent years . The dileiiinia of providing affordable housing trill be addressed Total 5.68 4.28 4.19 3.87 - 31.9 - 7.6 1 ater i n thi s chapter . SOURCE: Population Research Unit, California Department of Finance 30 Housing Demand in the 80 ' s . Housing demand for rental and ownership for long periods , and new units and/or resales ownership units should remain strong in the 80 ' s , mainly as taxed at current market values ." The disparity between taxes the result of the formation of new households and the on similar units is already ranging up to 1 ,000 to 1 , 500 replacement of older units . Other factors affecting this dollars per year , and this yap is growiny with each passing demand in the County include : year . o A continuing hiyh occupancy/low vacancy rate . also discourayiny trade-ups are skyrocketing interest rates , in response to inflation and current Federal "tight money " policies . The seven-to nine-percent mortgage interest rates o The continued in-miyration of people into Orange County of the late 60 ' s and early 70 ' s are history; current rates from other parts of the State and Nation . range from 12 to 14 percent , and are rising . D u r i n y the 80 ' s , interest rates are not anticipated to drop below 11 percent . In addition , variable interest rates are becoming Housing demand in the County throughout the 80 ' s may also be increasirryly common , further discouraging the selling of a affected by a projected increase of persons in the already hoiire financed under a low, fixed-mortgaye interest rate . rather numerous 25 to 34 year age cohort . Traditionally , this is tire range in which individuals purchase their first homes . Normally , this large percentage of individuals Thus , air individual considering trading-up must face a entering the primary age of household formation would be substantial increase in monthly payments due to hiyher expected to have a major impact on the County ' s housing housiny costs , interest rates , and property taxes . Existing demand ; however , several other factors may prevent this . horse owners have been quick to realize the direct dollar benefit of payiny off a low - interest mortage with irrcreasinyly-inflated dollars . In the past , this age group was largely in the rental market . In the r,iid- 70 ' s , they began to enter the ownership market as tIte number of two-wage-earner families increased and hone A decrease in the rate of housing trade-ups could impact the prices were still relatively affordable to first-home buyers . future housiny r-rarket in the County in several ways . The If housirig costs continue to outstrip income y a i n s irr the vacancies that have resulted from trade-ups in the past have 80 ' s , this group may again have to depend on the rental provided " starter homes " for lower-incor,re families and new iaarket for housiny . Rental units , however , are also costly : entrants into the housing market . This market is anticipated According to the Federal government , rent in Orange County to shrink as trade-ups decrease . The development of the averaged up to $386 for a one - bedroom and $458 for a two- large tract hoi,res aimed at the trade-up market-.-the type bedroortr apartment d u r i n y 1979 . High housing costs in the which proliferated in the southern portion of the .County in County could also give rise to art out-iniyration of this aye the 70 ' s--could also be affected by a decrease in housiny group to areas with housiny more in line with their incomes . trade-ups . In light of these and other factors , steps are Such out-migration could have major effects on the County ' s beiny taken so that future housing developments will be economy arid social structure . targeted not only to the traditional Orange County new- hor.le buyer , but al so to nevi entrants i nto the housi rig market and 1 ower-arrd r,roderate -i ncor.re fami 1 i es . The demand generated by housing trade-ups will most likely decrease in the 80 ' s . Trade-ups are becoming less desirable in the "new " housiny market . The passage of the Jarvis Housing Costs in the 80 ' s . As was the dominant trend in the initiative , r e s u 1 t i n y in Article XIII -A of the State 70 ' s , housing costs for new hones are expected to increase in Constitution in 1978 , is partially responsible for this the 80 ' s at a faster rate than the median household income . trend. This initiative rolled property tax assessments back While this increase is based primarily on inflation , other to 1975 levels and allows limited increases in reassessments factors in the County ' s housing situation are also expected up to two percent per year. The amendment also provides that to result in an increase of new housiny prices . These any house chanyiny title after the passage of Proposition 13 include : be reassessed at the current market value . This has given home owners tire incentive to retain their existing property hoIdinys ; and each year , this incentive increases with the o The possible requirement that new housiny be equipped yrowirry disparity between property taxes on units held in with solar heating units , increased insulation and 31 energy —efficient appliances . ( However , the cost of square feet . While dwelling units of this size are common in equipping future housing with energy — efficient other parts of the Nation , they are small by Southern appliances may be partially offset by tax incentives . ) California standards established during the last two decades . The demand for affordable houses may also necessitate greater � use of prefabricated or modular housing , including mobile o The need for developers to pass on the cost of sewers , homes . streets , schouls and other public services/fdCiIiLiieS as a result of decreasing property tax revenues stenimin9 from Proposition 13 . (Developers may still In the 80 ' s , ode may also see increased new construction of consider reductions in profit in order to stern the rate housing within or adjacent to urban areas , in order to take dt which housing prices are accelerating . ) advantage of existing,I� public services and facilities . Tfris would reduce construction costs , and these reductions could o A growing number of community and homeowners ' be passed on to the buyer . Company-financed housing projects associations with increased responsibilities for for employees may also er,ierge as another way of providing developing and maintaining cornrnunity lands and other affordable housing . This is especially desireable in light of rising transportation fuel costs . Further such Curlpdny- amenities . owned housing projects would help insure that Orange County ' s necessary work force would have a place to live , thus helping Some of these requirements may result in long-term reductions to avoid a potential exodus of industry from Orange County . in such monthly expenses associated with housing as property taxes and energy costs , but will also result in pressures toward higher purchase prices . Uranye County government has already begun taking steps to provide County residents with affordable housing ( defined as a horse which a household earning 120 percent or less of the Types of Housing in the 80 ' s . The County ' s housing situation median County income can afford to buy ) . Efforts range fror,l is complicated by strong forces acting to raise housing; allowing higher,ep construction costs down , to plans for densities and relaxing some development prices which , at present , are already out of the reach of low- stdrldards to k e, . and moderate-income groups . One way to ease this problern is providing below-market-rate loan programs financed by bonds . through changes in the type of (louses built , and how they are The County is now in the process of prepariny a 150 million financed . dolldr bond issue to this end . Both the State and Federal yovernr,ients are a so devel,opi ny prograiirs to p r o v i de affordable housing opportunities applicable to County residents . In addition to these efforts , developers are As discussed in the Housing in the 70 s section of this instituting what they refer to as "creative financing " for chapter , an increasing percentaye of the housing stock added home buyers . to the County i n recent years has consi sted of srnal 1 er , more modest , attached units . Increasiny construction costs , in addition to pressure for affordable housing from the public Apart fror,r these attempts to provide affordable housing and Federal , State , and local governments , have necessitated this action . The Orange County homebuyer in the 80 ' s will opportunities , continued building of luxury homes in Orange County can still be expected in the 80 ' s However , even have to adjust to smaller more basic homes and hi ��her . densities if prices are to become affordable . While r,ruch of these homes will be smaller , closer to their neighbors , and the new housiny stock, will be small in cornparision to the include a variety of energy-saving devices . large tract homes which proliferated in the County during the 70 ' s , it will generally provide more amenities than the relatively more expensive housing constructed during the late Energy in fire 70 ' s 1940 ' s and the 1950 ' s . Tire smaller units of the 1980 ' s will offer such conveniences as air conditioning , dishwashers , community recreation facilities , laundry rooms and the like . Throughout the 1980 ' s , energy will be a subject of increasing concern on both the local and National levels . Since the Arab oil embargo in the early 70 ' s5 crude petroleum and its With regard to size , it is projected that affordable related products of natural gas and gasoline , in addition to one-bedroom condominiums will range in size from 700 to 900 electricity generation , have risen precipitously in price , I and recent events in the Middle East indicate increasing 32 I l problems in the future . o Future natural gas needs are to be met with liquid riaturaI yas from Alaska , Indonesia , and Mexico . Southern California Edi sort (SCE ) is the major supplier of electricity in Orange County . In 1970 , the typical bimonthly o Geothermal power is generated in Imperial County . household consumption of 1 ,200 kilowatt hours (kwh ) cost Edison customers $26 .66 . That figure has increased to $57 .87 in 1979 , an increase of 117 percent . This increase in price o A coal gasification plant , which will use coal from steins mainly from inflation and the skyrocketing cost of Arizona , is planned in Riverside County . generating electricity . In 1970 , SCE reportedly paid 15 percent of its revenue toward fuel costs ; by 1979 , SCE was reportedly paying 55 percent of its revenue toward fuel The discussion in this section centers on Orange County ' s costs , an increase of 267 percent . energy future , but it should be remembered that this future is shared with the County ' s surrounding areas , and the Nation as a whole . Electricity consumption has kept pace with a burgeoning population . In 1970 , Edison ' s total electricity production equalled 46 Billion kwh . By 1978 , production increased 24 Energy Demand . Energy demand in Orange County is anticipated percent to a figure of 57 billion kwh . The situation is even to increase sharply within the next decade , as a result of worse with regard to gasoline and natural gas . Until two factors . First , the number of persons living in Orange unconventional , renewable energy sources are fully developed County will increase 20 percent by 1989 ; second , the amount and affordable , the County will continue to face energy- of energy consumed per capita will increase . This expanded related problems . Until that time comes , energy conservation oehtand is expected for all sources of energy : natural gas , can help buy time for the development of renewable sources of electricity and transportation fuel . energy . Although the increase in energy demand has been relatively Energy in the 80 ' s large , the actual rate of increase has declined over the past years and is lower than that projected previously . The lessening of deatand can be attributed to several factors , The availability of low—cost energy contributed greatly to including rising costs , conservation measures taken by people the development of Southern California in its peak growth in general , and formal proyrains instituted by commercial and periods during the 50 ' s , 60 ' s and early 70 ' s . Energy cost , industrial consumers . Energy conservation has become a availability , and sources are now in a state of uncertainty . popular goal because of a substantial rise in energy costs Energy , more than any other area , may provide surprises in and a new awareness that energy sources are finite . the 80 ' s . This section reviews the availability and costs of natural yas , electricity , and petroleum through the next decade . Natural Gas . Since Congress passed a bill in 1978 deregulating the price charged for newly discovered natural yas , sources appear adequate to supply all sectors of the The future of energy in Orange County is to some extent Orange County community . Prior to the passage of this bill , Shared with surrounding Counties , other western States , and the gas — supply picture was much more negative . Because the Nation as a whole . This is demonstrated by the following hiyher prices can now be charged , natural— gas producers are facts : drilliny at record levels , fIoodiny the market with more natural gas than has been available for many years . In fact , the California Public Utilities Commission has stated that it o Natural gas comes from fields in Utah and New Mexico . is now in the State ' s best interest to encourage the use of natural gas at all levels . o Hydro-electrical power is generated in Arizona and the Pacific North44est . However , just how long this apparent excess supply will last is difficult to predict . Some experts say that natural gas will continue to exist in plentiful supply , while others warn 33 that soon only gas that is difficult to reach , and therefore On the other hand , the California Energy Commission is much more expensive , will be available . More exotic sources projecting the demand for energy to increase by only 1 .6 of natural gas , such as shale , tar sands , and coal percent annually . The disparity between the Energy gasification , wi11 also be very expensive and probably not Commission ' s projection and that of Southern California commercially available in great quantities by the end of the Edison is the basis of a major controversy , because permits corning decade . on power plant construction are based on these projections of future demand . The accuracy of such projections could affect future costs and supplies : If low , they could result in The importation of liquid natural gas (LNG ) from Indonesia power shortages , while high demand projections could produce and Alaska will add to the supply available for consumption unnecessarily liiyh rates , to pay for unneeded generating in Orange County . However, at the present tirne it is not at capacities . The following projections are based on historical all certain that the LNG receiviny terminal will be built at growth in energy demand , and communication with Southern Point Conception , as planned . It almost certainly will not Califurnia Edison ; thus , they may be liberal to an unknown be built before 1989 . Natural gas i ►,sported from Mexico will degree . be available in such small quantities that it will have little if any influence on Orange County supplies . At the present time , rolling black — outs are almost a certainty by the mid-1980 ' s on days of high electricity use , During the years of natural- gas shortfalls , a priority system should the yeneratiny plants now under construction not come was developed and put into operation by y a s suppliers . on-line . Rolling black-outs will cut electricity to specific Essentially , this system gives highest priority to yeoyraphic areas on a predeterriined basis for a given period residential and small business customers , and least priority of time . However , there are several generating stations now to large industrial activities and electrical - generation under construction which will help to alleviate possible plants . Without doubt , this prioritization system will be shortfalls . These stations will not produce electricity for used extensively in the future , should adequate supplies of Orange County only , but are designed to add capacity to the natural yas become unavailable . total Southern California eneryy network . Several new plants are presently under construction . It is also expected that using natural gas for such unessential purposes as gas fireplaces , decorative lighting , Coolaiater ( Lucerne Valley ) 1979 and swimming pool and spa heating wi 1 1 be restricted , if not actually prohibited . Other means of reducing the der-liand for natural gas include insulating the attics and walls of homes Long beach ; 8 & #9 1979 and commercial buildings , using insulting blankets on hot water heaters , clustering homes to provide more common walls and clustering hot-water-using appliances near water treaters . big Creek Hydroelectric Plant 1980 Although the use of natural gas has declined slightly in the San Onofre rr2 & #3 1981/82 past , recent projections indicate that the per capita use will increase again , making conservation measures more ir,iportant than before . Palo Verde 9, 1 , # 2 & #3 1981/84/36 Electricity . The demand for electricity in Orange County is In addition , several other generating plants are in the expected to increase by approximately 3 . 3 percent annually , pldnniny stages and their completion is expected in the late as projected by Southern California Edison Company . Such an 1980 ' s . All power plants now under construction will use increase in demand can only be satisfied if additional such "conventional " sources of energy as distillate and generating plants are constructed and put into operation at nuclear fuel . Only one of these plants is designed to use a the anticipated time . renewable resource , namely water . 34 Addendum - May 5 , 1980 As the result of new information , this addenduri updates the tables and accompanying discussions on pages 34 and 35 . The following list includes the generating plants now under construction and t11e year each is expected to beynn operation . brawley ( Geothermal ) 1980 Wind 1980 Big Creek Hydroelectric Plant 1980 Solar One 1982 San Onofre #2 , and n3 1981/83 Palo Verde #1 , #2 , and 13 (Ariz . - Nuclear ) 1983/84/86 Cholla (Ariz . - Coal ) 1984 In addition , several other generating plants are in the planning stages and their completion is expected in the late 1980 IS . Three of the plants under construction are designed to use such renewable resources as geothermal , solar and water . As is displayed in the following chart , the i.iajor effect oil the fuel r,iix for generating electricity , by the addition of the aforementioned plants , will be the increasing share of coal and nuclear power and the reduction in the use of distillates . With the timely addition of, the plants now under construction and being planned , Oranye county ' s electricity demands through the 80 ' s should be riiet . The fuel mix of power-generating plants for Southern California has changed significantly over the past few years and wi 1 1 continue to change i n conii ng years , based on current trends , as indicated below: 1970 1979 1989 ACTUAL ACTUAL PROJECTED Nuclear 5% 4% 18% Hydroelectric 9°0 801/0 5'0 Purchased Power 8% 1O% 10;0 Natural Gas 57% 23010 3°, Oi 1 150,1, 440j0 30;0 Coal 6% 11Of ;0 33;0 Other - - 1;0 ( Includes : Solar , Wind , Geothermal , Co-generation ) The fuel mix projections for the end of the decade are highly tentative . New and pending Federal regulations call for no use of natural yas and a 50 percent reduction in oil usage in yeneratiny plants by 1990 . Therefore , the contributions from coal in both its solid and synthetic fuel forms , and nuclear eneryy , are expected to increase . Such renewable resources as solar , wind and geothermal energy could not be expected to supply a major part of the County ' s electrical needs until some time after the turn of the century . The share of the fuel mix contributed by coal and nuclear is dependent on State and Federal regulations , including air quality ar►d safety concerns . The state of the art in less conventional power sources is Oil 151 431 43°0 not expected to result in commercial uses before the end of the next decade . However , several pilot plants , using such renewable resources as wind and solar power , are now under Coal 6% 10% 16% construction and are expected to add relatively small amounts of electricity to the power net by the mid-to- late 1980 ' s . A 1arye coal — fired plant and a coal —gasification plant are Other 301 expected to be in operation by 1985-87 . Aside from less conventional sources of energy , new equipment in the fora of fuel cells and related technology ( based , however , on ( Includes solar , wind , and geothermal ) conventional energy sources ) is expected to come on- line within the next ten years . A shift to more oil as a prime mover of generatiny plants puts the utility companies in a vulnerable position , should Most planned electrical — generating plants will use oil availability become curtailed . On the other hand , new conventional fuels : for example , fuel oil and nuclear fuel . regulations do not allow the use of natural gas for new The energy scenario will change drastically , should either of venerating ;plants , thus leaving little choice . these major sources become unavailable in the future . Given the current and projected international situation , the very real possibility exists that oil imported from foreign The fuel—mix projections for the end of the decade are highly countries will be embargoed in the future . While the impact tentative . The contributions from coal and nuclear energy are of such an occurrence is almost impossible to predict , it is expected to increase , while the use of hydro-electric and Edell known that sufficient oil cannot be produced on a natural gas is projected to decline . Oi1 ' s contribution is National basis to take up the slack . It is also feasible that likely to remain constant . Such renewable sources of power nuclear power plants now in operation--as well as those in as solar , wind and yeotherinaI energy will not supply a major the construction or planning stages--will be taken out of part of the County ' s electrical needs by 1990 . The share of production because of the fear of a major accident . Because the fuel mix contributed by coal and nuclear is dependant on the share of nuclear power in the fuel hK x is projected to the State and Federal regulatory agencies , in that strict yrow in the years to come , this occurrence would also have enfurcewent of regulations will decrease their share , while important consequences . the relaxing of regulations will increase the share of power generated by nuclear and coal fuels . The fuel mix of power — generating plants for Southern California has changed drastically over the past feed years In addition to b u i I d i n y new power plants , conservation and will continue to change in coming years , based on current measures will become even more stringent and changes in trends , as indicated below : consumption patterns are expected . These measures are con"only referred to as " load managewent " and include tine-of-day pricing , automatic cycling of air conditioners and hot water heaters , and autocratic operation of swimninj 1970 1978 1989 pool pumps during off-peak hours . New appliances will be constructed to be more efficient as well . Nuclear b% 3% 10% There is no doubt that the cost of electricity will increase dramatically over the next ten years . It is difficult to Hydro-electric 9% 9% 7% assess the amount of increase , but it will be substantial . Future fuel shortages , coupled with the high cost of electricity , can be expected to have important consequences Purchased Power 8 17,E 16,, for the lifestyle of Orange County s population . Natural Gas 57°0 18°o 50%, I 35 Enery for Transportation o Develo ment of an energy component to the Orange County ,� P P P General Plan . Orange County ' s availability of energy for transportation in the 80 ' s will depend on National policies--particularly th.e o Promotion of the use of solar energy i'n new residences , National formula for allocating gasoline supplies . What may in addition to commercial and public buildings . be expected regarding energy availability for transportation in the 1980 ' s includes the following : o Promotion of ride-sharing and public transportation as o Gasoline will continue to be the most commonly used alternatives to private auto use . fuel for transportation through the 80 ' s . The private auto will remain the usual mode of transportation in o Supporting the changing role of utility companies from spite of major expenditures for public transportation . simple providers to that of active agents for conservation and education . o Prices for gasoline are expected to rise more rapidly than the general Consumer Price Index (CPI ) . From o Maintaining constant monitoring of Federal and State November 1978 to November 1979 the CPI increased by allocation formulas for gasoline and electrical power . 13 .2 percent , while the transportation index increased by 19 percent ; this relationship is expected to continue . Orange County , alony with the Nation , may require major behavioral adjustments in the 80 ' s as a result of energy shortages and rising energy prices . o Periods of gasoline shortages will occur throughout the 80 ' s . The problems of fuel availability Wi11 overshadow the problem of increasing prices . Transportation in the 70 ' s o International political negotiations will often involve because cars , trucks , and buses are the major diode of petroleur,i trade pacts in the 80 ' s . An example which transportation in Southern California , Orange County would have major consequences for Orange County would commuters have experienced the immediate effects of the be that of Mexico negotiatinc, for less restrictions on recent energy crisis . In addition to rising fuel costs , the immiyration to the U . S . as a condition of the O . S . County faced other transportation-related problems in the obtaining Mexican oil . last decade . Despite the gas shortages of the 70 ' s , there has been a drar,ratic increase in traffic congestion in the area . The County ' s roadways have not been able to keep up o A major continued embargo of Middle East oil could with its fast-paced development . County transportation has seriously disrupt the Nation ' s--and hence Orange also faced funding problems . The State gas- tax -fund surplus County ' s--economic situation . is being eroded by double - digit inflation and rising construction costs . To snake the problem worse , Orange County tner in the 80 ' s : Im act on Orange Count has not been receiving r>ror)or,tionate allocations of qas- tax —� —J? — �• funds in relation to what County residents have been contributing . There has also been a decline in the total The preceding discussion has pointed to areas where energy State highway - irnprovecrent program , r e s u I t i n y in the shortages and cost increases can be expected in the 80 ' s . limitation of funds available for State highway facilities in - g Any long-range solution to these energy problems will need to the County . be worked out at the National level . There are local actions , however , which Orange County has already begun to Despite the aforementioned problems , the transportation implement , which can at least mitigate the energy probler,is picture for Orange County is not completely neyative . The expected in the 80 ' s . The major short-term measures for the County was able to draw on some additional sources of next decade ' s energy problems appear to lie in planning and financial assistance . One example was the enactment of the conservation . Some of these mitigating measures are : 36 i Transportation Development Act ( SB 325 ) in the early 70 ' s , Other examples of transportation studies conducted in the which brought in State money for capital improvements and last ten years include the Southeast Orange County operating costs . In addition , Federal funds came to the Circulation Study ( SEOCCS ) in the mid-70 ' s and the Northeast County through the 1974 National Mass Transit Act , which Orange County Circulation Study ( NEOCCS ) in the late 7.0 ' s . provided money for operating assistance with mass transit . Both of the above studies , initiated by the transportation section of the Orange County Environmental Management Agency (EMA ) , were designed to achieve consistency between There were also advancements in County transportation circulation and land use . The SEOCCS study concentrated on planning and services offered during the past ten years . the rapidly yrowiny southeastern portion of the County , Prior to November 1970 , when the Orange County Transit whereas NEOCCS concentrated on the developing northeastern L)istrict (OCTD) was established , no County-wide public area . transit system existed . Today , OCTD offers a diversified transportation system including : As previously mentioned , traffic congestion has become a o A fixed-route bus system covering most of the urbanized h►ajor problem in the County . At different times in the areas in the County . recent past , various mitiyation measures have been planned to alleviate this congestion . Plans to build a Pacific Coast Freeway were eventually scrapped , primarily as a response to environwe tit aI concerns . This freeway would have relieved o Park-and-kide service , designed to provide long- congestion in the coastal areas and the northeast and distance work travel , primarily from the outlying southwest transportation corridors . However, County communities to the major er,►pIoyment centers . residents did see the completion of the Orange 57 Freeway , which bias provided short-tern► rel ief on the Newport Freeway between the Santa Ana and Riverside Freeways , in addition to offering comi,iuters an alternative to the Santa Ana Freeway o Dial -a-Ride service , a demand-responsive system for travel to Los Anyeles . covering specific comi,,iunities within the County . This system operates somewhat like a taxi service : Individuals can be picked up at their residences . While Not only has Orange County ' s traffic congestion increased ; Dial -a-Ride is presently available to everyone , it will the areas of congestion are changing . The Irvine industrial be slowly phased out , eventually serving only senior cor,iplex has become a rciajor destination in recent years , citizens . increasiny congestion in the area . In addition , there has been an increase in intra-County home - to -work traffic , and inter-County traffic patterns are also chanyi rig . For many o Dial -a-Lift service , siriiiliar to Dial -a-kide , but years , Orange County has been considered a "bedroom reserved for the handicapped and serving the entire community" to Los Angeles , with the majority of travel for County . business and employment taking place between Orange County and Los Angeles . While the total traffic flow in and out of Los Angeles has not eased , the Riverside/San Bernardino area In 1976 , the Orange County Transportation Cor,►r;ission ( OCTC ) is becoming a " bedroom community" to Orange County , was created. This agency functions as an overseeing body increasincj congestion on the roadways connecting these responsible for the development of coordinated transportation coiiii,iuni ties . ( One reason for this situation is the planning , determining the prioritization of efforts to be availability of more affordable housing in these expended , and a] 1ocatiny the majority of funds available for northeasterly Counties , as previously discussed . ) transportation — related projects . A11 projects in Orange County utiIiziny Federal and State highway and transit funds rrrust receive approval from the 0 C T C . An example of the Transportation in the 80 ' s Cor,►rnission ' s efforts , the recently initiated Multi -Modal , Transportation Study , assesses surface transportation r,►ovement of individuals in the County , in addition to The Orange County Nlulti -Modal Transportation Study conducted determining long-range transportation needs . by the Transportation Commission paints a negative picture for auto transportation in the 80 ' s . Most of the County ' s hiyf►ways , freeways arid surface streets are now operating at 37 f capacity . Projected growth in both population and jobs in Transportation appears to be an area where discomfort for the the County will create increased demands on the County ' s population will increase in the 80 ' s . If major transportation network . The building of new transportation changes in behavior do not occur , the citizens of Orange corridors requires very long lead times , such that none will County can expect increased travel time commuting from home be available in the 8 0 ' s to alleviate the transportation to work . There will be more pollutants in the air as a congestion . result of these 1 o n y e r travel times . In addition , tax increases way be needed to finance major highway construction projects . Reduced use of personal autos for commuting and The short - term steps which can be taken to alleviate other travel is one example of a behavioral change which will congestion of the freeways and surface streets are : be required to avoid such discomforts . o Increased automobile ride-sharing . Schools in the 70 ' s o Increased use of public transportation , particularly buses . Schools are another component of the County ' s infrastructure in which problems can be expected . Total public school o Flexible work schedules designed to decrease peak enrollment for the years 1970 through 1978 is shown in Table demands . I I I : 4 . Enrollments for grades K-8 have declined since 1970 , reflecting a general trend toward smaller families . This decline in elementary-school enrollment illustrates the fact These mitigating measures may be able to reduce some of the that the last children of the "baby boors" have left the peak demands , but travel times in the 80 ' s will increase . To lower grade levels and are now in hiyh school and college . begin to alleviate these transportation problems on a This fact is further demonstrated by an increase in long-term basis , the County , in partnership with the State enrollments for yrades 9- 12 and 13-14 , as indicated in Table and Federal governments , will need to enter into major I I I : 4 . transportation construction projects . The level of expenditures in the 8 0 ' s to assure adequate highways and freeways for the 90 ' s far exceeds any current projections of Total enrollments for grades K- 14 peaked during 1975 and have revenues available to the County . been progressively declininy ever since . As enrollments decrease , this generally reduces the strain on existing school facilities , especially in the older , rnore -developed Some impacts we can expect from the freeway congestion in the areas of the County . In past years , when the majority of the 80 ' s : "baby booi,i" babies were in elementary school , facilities had to be constructed to serve these children . As these elementary students filtered through the school system and o Increased housing dernand close to employment centers . entered hiyh school , excess capacity remained in many of the older developed areas of the County . Thus , as a result of declininy enrollments , schools were closed in some districts o Out-migration of industries and employees to less- in the 70 ' s . developed areas where shorter commuting times are more prevalent . o Fiscal problems for local governments , as they are faced with solving these transportation problems on the one hand and reduced flexibility in raising revenues on the other . 38 i TABLE III :4 o ReadJustiny attendance boundries . TOTAL PUBLIC SCHOOL ENROLLMENT: 1970 - 1978* o Transporting students to areas where a surplus existed (within the same district or across districts ) . Year K-6 7-8 9-12 13-14 Total o Iiiplementing extended-day schedules . 1970 196,073 57,045 107,009 53,501 413,628 1971 193,819 57,479 112,419 59,765 423,482 o Implementing year - round school schedules . 1972 193,475 59,391 116,179 64,430 433,475 o Modifying service standards (e . g a library or 1973 192,837 61,214 119,886 72,198 446,135 multipurpose room woul d be converted to a regul ar classroom, or a music or art class would be dropped , 1974 190,757 61,687 122,028 84,562 459,034 et c . } . 1975 189,955 61,790 124,559 104,922 481 ,226 o Leasiny temporary space in such non-school facilities 1976 186,492 60,993 124,878 103,152 475,515 as churches or other existing structures . 1977 179,606 57,864 124,523 106,064 468,057 o passage of SB 201 in January 1978 . This bill allows 1978 175,073 54,497 122,373 106,745 458,688 City and/or County ordinances to require the collection of fees and/or the dedication of lands for elementary and secondary school facilities as a condition of approval of new residential development , when * Without Special Classes, Adults and Others over-crowding exists i n one or more of a school district ' s attendance areas . SOURCE: Orange County Department of Education o Eriactment of AB 3 in July 1979 which set aside 13 i,iilIion dollars for the purchase of portable classroom facilities which the State can lease out to school Other districts , however , experienced overcrowding . This was districts throughout California based on need . mainly true of the more - recently -developed areas in the County , where new facilities had to be constructed to serve the large tracts of single - family dwellings which Schools in the 80 s proliferated in the 70 ' s . Various innovative approaches were employed to mitigate deficiencies . These mitigating measures The demand for schools in the 80 ' s is directly related both included : to the chanying age structure and the pattern of development within the County . As was discussed earlier in tale population chapter , we can expect that : o BuiIdiny new school facilities or remodeling existing o The age group 0 to 9 years (the elementary level ) will facilities . increase by 32 percent in the 80 ' s , an increase of 37 ,000 . l o Adding portable units . 39 I o The aye group 10 to 17 years ( intermediate and high The projected decline irr college -age persons in the . County school levels ) , will decrease by 6 percent , a drop of through the 1980 ' s could adversely impact area col Ieye 14 ,000 . enrollments . The severity of the shortage in enrollments will depend on several variables , including : o A ten - percent decrease will occur in the age group 18 to 24 years (the college level ) , or an absolute o Greater attendance from outside of the County . decrease of 23 ,000 . o A rise in attendance prompted by raid-career changes . As mentioned earlier , the school districts in the older developed areas of the County have had fewer problems with student — space capacity than was the case with the newer o Increased attendance by retirees and adults . areas . Facilities already exist in most older areas , and enrol Imerits are declining . ( Santa Ana is the one exception . ) Conversely , districts in the newly-developing areas of the o More emphasis on graduate degrees . County are having difficulty meeting demands ; some are overcrowded now , others will be in the 1980 ' s . Steps will be required to avoid or alleviate these conditions . o Increased participation of women in the professional job market , prompti ng more femal e enrol lrnents i n the 80 ' s . Capacity deficiencies and overcrowding must be considered in terms of districts rather than individual schools . A space shortage in a given school may be alleviated by space o Reduction in the faculty , staff and facilities in area surpluses in other schools within the same district . colleges . Mitiyative approaches are necessary when the capacity for the district as a whole is exceeded . Conclusion Many of the mitigating measures listed in the section orr "Schools in the 70 ' s " , will be employed to alleviate student The energy picture for the 80 ' s is a dark one . The 70 ' s gave space shortages in the 8 0 ' s . In addition , several other rise to a number of problems , such as rising fuel costs and measures are being considered , including : consumption , that can be expected to continue in the 80 ' s . Less conventional sources of fuel will not offset shortages to any significant degree , and foreign developments will o Housing densities in the general plan established so as leave utility companies vulnerable to embargoes . A to direct growth to districts having surplus capacity , conservation ethic supporting voluntary limits on fuel and away from those experienciny overcrowding . consumption , and the cooperation of all levels of government , will be necessary parts of any solution to the County ' s projected energy problems . o Growth moritoria within districts unable to otherwise accommodate new students . Iviuch of Orange County ' s economi c health Sri 1 1 center on the future of the County ' s transportation network . Already taxed o Possible bond issues passed to provide funding , if and to capacity , the County ' s highway and freeway systems will be when conditions become severe enough . increasingly burdened by a growing number of commuters . Available revenues will be insufficient to build additions to accornodate the increased traffic flow . Unless major changes o Possible imposition of a type of user charge to raise in d r i v i n y patterns occur , residents will experience funds for overcrowded districts . increased pollution , congestion , and travel time . 40 I Tlie development of creative solutions to Orange County ' s o The County vacancy rate in 1970 was 5 . 68 . This figure expected housing dilemma in the 80 ' s has been given a high decreased 31 .9 percent , to 3 .87 in 1979 . If this trend priority by County government . Steps have already been taken continues , current housing shortages could become to provide lower-cost financing , to administer the County ' s critical . housing programs riore efficiently , and to provide inducer,rents to developers to meet , or exceed , affordable housing goals . These moves represent a beginning . If the County is to o Horues under $90 ,000 are becoming increasingly difficult maintain a balanced population--one that includes families to locate in the County . If this trend persists , it is just starting out , as well as families and individuals who expected that large families , those with lower or are already established--such steps as those listed above moderate incomes , the elderly , disabled , and ethnic will need to be employed . minorities will not find affordable housing within the County . School resources for elementary-age children will be strained in the 80 ' s . While declining enrollments in intermediate o On the average , the number of housiny units in the schools , hiyh schools , and col leyes are inevitable , the County is expected to increase by 19 ,000 to 20 ,000 increases in elementary-school enrollment will be much less units per year during the 1980 ' s . than those experienced with the " baby boom" children of the 4U ' s , 50 ' s , and 60 ' s . These influxes of elementary - school aye children will r,rainly occur in hiyh growth areas , while o Housing costs for new horses should increase in the 80 ' s wany of the older , more - stable communities will experience at a faster rate than the r,redian household income , declininy enrollments in elementary schools , as well as the primarily due to inflation . high schools and colleyes . o Changes in the types of houses built and in the way o The actual number of building permits issued peaked in they are financed wi11 be one partial solution to 1972 , fell off from 1973-1975 , and picked up again in increased housing prices in the County . 1976 . Dollar valuation of buiIdirig activity in the County rose steadily through 1972 , and dropped in 1973-74 , reaching a peak of $1 .8 billion in 1977 . o Orange County ' s population is projected to increase 20 percent by 1989 , with more energy consumed per capita . o In 1976 , 14 percent of single -family units added that year were attached ; in 1977 , 19 percent ; in 1978 , 21 o Despite increased supplies at present , the County may percent . A tread towards more attached units is expect natural gas shortages in the 80 ' s . expected to continue . o If generating plants now being built are not on-line , o The rate , of new household formation in the County has by the ciid-80 ' s rol1iny black - outs are almost a been exceeding the rate of population growth , due to a certainty ; unconventional energy sources will not be I a r y e percentage of individuals entering the primary coi,rmercially available before 1990 . aye of household formation , and an increasing percentage of single and divorced households . o Gasol i ne jai 11 be the i,iost-coiirmonly-used transportati on fuel in the 80 ' s ; shortages will occur throughout the o In 1970 , the County-wide average of persons per decade . occupied housing unit was 3 . 2 ; by 1979 this figure had dropped 12 . 5 percent to a figure of 2 .8 . Less people per dwelling unit and a growing population is o Projected growth should intensify demands on Orange increasiny the demand for housing . County ' s transportation network ; construction of new freeways and highways is not possible in the 80 ' s . 41 o Freeway congestion in the 80 ' s could result in more demand for housing near centers of employment , possible out-migration of industry and employees , and fiscal problems for local government . o Since 1970 , enrollments for grades K-9 declined ; enrollments for grades 9-14 increased . o Reduced enrollments have lessened demands on school facilities in older districts , while more -- recently developed areas experienced overcrowding . o In the 8 0 ' s , elementary enrollment will increase 32 percent ; intermediate and high school will drop 6 percent ; college— level enrollment will decrease 10 percent . 42 i CHAPTER 4 - ENWRONMENT weather and emissions ; however, SCAQMD records can reveal general trends in the component parts of Orange County ' s air pollution problem. Introduction As a result of the SCAQMD monitoring efforts , a number of ati,iospheric trends have been observed . Ozone , created by the Continuing rapid growth in Orange County has changed the primary pollutants of nitrogen oxides and hydrocarbons physical environment significantly in both obvious and reacting with sunlight , has risen slowly in the County since less-than-obvious ways . In general , this chapter exarnines the late 60 ' s . Carbon monoxide (CO ) concentrations have some of the less-obvious effects . The issue of air quality significantly decreased since 1968 ; much of this can be in the County will be examined , including types of attributed to emission controls on automobiles . However , by pollutants , monitoring efforts , and attempts to bring air the late 70 ' s , CO concentrations leveled off as emissions quality into compliance with standards at all levels of resulting frog population increases began to offset advances yovernnient . This section will also review the subject of in emission controls . water use in the County , covering such issues as rising costs , quality maintenance , projected shortages , mitigation rireasures , and their possible effects . In addition , the The amount of nitrogen dioxide ( NO2 ) , a brownish gas formed following section will discuss a number of other in the atmosphere by the oxidation of nitric oxide , has shown environmental issues : land use , conservation measures , little change in the County since 1970 , sometimes dropping seismic safety , and the negative impact of the infrastructure below the Federal standards established to protect the health on environmental quality . Several environmental issues which and welfare of the public , sometimes exceeding there. emerged in the 1970 ' s will be discussed , as well as Throughout the 70 ' s , sulfur dioxide (S02 ) , a colorless gas expectations-for the next decade . with a distinct odor created primarily by the combustion of sulfur-contdininy fuels , has been substantially below the Federal standards . This is primarily due to stricter controls Air Quality in the 70 ' s on stationary sources of emissions . As Orange County developed , and as Triter-County and Total suspended particulates ( TSP ) , another component of the intra-County travel increased during the last decade , so did County ' s air- pollution problem, are a combination of natural the nur,iber of autornobi 1 es on County hi yhways . As part of the and r��anr,iade rnateri al s found i n the atmosphere , i ncl udi rig soi 1 South Coast Air Basin , Orange County frequently experiences particles , sea salt , sulfates , nitrates , lead , and a variety poor air quality , a result of inversion conditions leading to of orUanic compounds . TSP concentrations monitored at the inadequate atmospheric ventilation , which traps pollutants Anaheim station have consistently shown levels above the close to the ground . The County ' s abundant sunshine State standard , with little change since 1969 . As with carbon compounds these conditions by creating photochemical r,ionoxide levels , previous reductions due to emission controls reactions in the atmosphere . The photochemical process are presently being offset by emissions from a rapidly- involves " prii,iary pollutants , " usually reactive hydrocarbons yrowiny population . Greater use of unleaded gas has resulted and oxides of nitrogen , which interact with the ultraviolet in substantial decreases in concentrations of lead in the radiation of sunlight to form new "secondary pollutants , " ambient air in the County over the last decade . (i,iai my oxi dents , the roost serious problem in the basin ) . Air Duality in the 80 ' s In order to maintain a watch on air-quality conditions and to alert residents of pollutant discharges and adverse atmospheric conditions , the South Coast Air Quality A number of State - and Federally -mandated air -quality goals Management District (SCAQMD ) operates arnbient air - quality and standards , desiyned to protect the health and welfare of monitoring stations throughout the South Coast . A number of Orange County ' s residents in sensitive air-quality areas , has these monitoring stations are situated in various key been developed in recent years . Duri rig the 1980 ' s the State locations throughout the County . Short - term trends in air and Federal standards governing our air quality are scheduled quality are difficult to monitor due to fluctuations in to be refined and fully implemented. On the Federal level , 43 the Clean Air Act of 1970 required the establishment of the County through 1987 , there is some question as to whether National ambient air-quality standards and required that each total hydrocarbons can be reduced to comply with State and State develop implementation plans to achieve and maintain Federal requirements by this date . The same situation exists these standards . Congress amended the act in 1977 , setting regarding oxides of nitrogen . 1982 as the compliance deadline , with possible extensions to 1987 for levels of oxidant and carbon monoxide (two automobile-related pollutants ) . To achieve compliance with In addition , at the National level , the fate of certain air the Clean Air Act , Congress gave the Environmental Protection quality standards must be considered questionable in light of Agency ( EPA) the power to place limitations on Federal continuing fuel shortages . Generally , "clean " fuels are more fundiny to States which do not meet the specified guidelines difficult to obtain than relatively "dirty" fuels ; and faced of the act . arith the ramifications of major fuel /energy shortages Nationwide , relaxation of the standards may appear more attractive than reduced nobility or other reductions in At the State level , California ' s Mulford-Carrell Act c0nsui,ipti0n . established the Air Resources Board (ARB ) as the air pollution control agency to monitor compliance with Federal law , and designated the ARB as the agency which would prepare Since the early 7 0 ' s , sulfur dioxide levels (S02 ) have State Implementation Plans for meeting the Federal standards remained below the maximum Federal standards , although they of the Clean Air Act . In addition , in 1976 , the State have exceeded permissable levels under the more stringent Legislature enacted the Lewis Air Quality Management Act , State standards . This situation is expected to continue which established the South Coast Air Quality Management through 1987 . Carbon monoxide (C 0 ) pollutant levels are District (SCAQMD ) . The Act required the SCAQMD , in projected to decline progressively through 1987 , while CO conjunction with those Counties and Cities within the concentrations are expected to meet State standards , but wi11 district , the Southern California Association of Governments continue to exceed levels permissable under Federal ( SCAG ) , and the California Department of Transportation limitations by this date . Particulates wi11 increase through (CALTRANS ) , to cooperatively develop a plan to achieve and 1987 , exceeding levels permissable under both Federal and maintain the State ambient air-quality standards in the South State standards for that year . Although implementation of Coast air basin . This plan , known as the Air Quality control measures ray not insure meeting Federal and State Maintenance Plan (AQMP ) , identifies control measures and deadlines for all of the County ' s air pollutant types , the strategies which , when implemented , would move towards measures will contribute to overall improvement of air restoring the basin ' s air quality to within State and Federal quality in the area . limits . Ayain , however , current Federal and State regulations may be The AQMP expects to implement all reasonable available abandoned , or made less restrictive , if the Nation , or even control measures for oxidant ( hydrocarbons ) , nitrogen dioxide Southern California , must switch to other sources of energy (NOx ) , and carbon monoxide (CO ) by 1982 . Additional control than those now being used . This , of course , would have a measures are to be implemented by 1987 , so that attainment of neyative impact on the air quality of this region . the Federally-established air-quality standards for the above pollutants will be met by this date . Attainment of Federal Standards for sulfur dioxide (S02 ) is planned by 1982 ; in Examples of air-pollution-control measures designed to meet addition , Federal standards regarding the level of total both State and Federal standards include vehicle inspection , suspended particulates (TSP ) should be partially attained by maintenance , and technological controls ; development of 1982 . alternative transportation methods ; energy conservation ; and controls on stationary sources of pollutant emissions , as well as railroad and airport operations . Al the Generally , while measures wi11 be implemented to reduce jurisdictions involved in the development of the AQMP are pollutant emissions in the 1980 ' s , increased population , expected to adopt and enforce reasonable rules and reduced fuel supplies , and traffic congestion will delay the regulations which wi11 help to reach and maintain all date by which the County can reduce emisions in order to meet applicable standards for ambient air quality . some of the State-and Federally-established limits . Despite the fact that total hydrocarbons are projected to decrease in 44 i Water in the 70 ' s Water in the 80 ' s Orange County ' s growing population has an effect not only on As we enter the new decade , we are faced by two primary the quality of the air we breath but the potential amount and issues reyardiny water: quality of water available to the County . The majority of water in Orange County is imported , and as water demand increases , new sources of water must be found . o Higher costs and shortages of water anticipated for the 8 0 ' s . Orange County , along with the rest of the Southern California region , was a virtual desert before people settled in the o The improvement and protection of the County ' s surface area . As the County developed , rainfall and groundwater and yround water suppies , as mandated by the State and supplies became insufficient to serve the growing demand for Federal governments . water. To meet this demand , The Metropolitan Water District of Southern California (MWD ) was created to bring imported water to Orange and other Southern California Counties . Cost and Availability of Water in the 80 ' s . Both higher Created in 1928 , the District has grown to be one of the water costs and periods of water shortages are likely in the world ' s largest water agencies . 80 ' s due to the reduction in cheaper Arizona water . Mitiyatiny actions requiriny conservation and new construction of eater projects may forestall problems of Originally , MWD imported water only from the Colorado River rron-availability , but no current solutions exist to stem the in Arizona . This water , with a hiyh mineral content , is of spiraling cost of water . Water availability to Southern fair quality . Later , higher quality , more expensive , Northern California could be seriously threatened when 50 percent of California water was brought to the County as a result of the the water currently received from the Colorado River will be State Water Project . Today , the County ' s imported water• diverted from California , when a Supreme Court decision rude consists of a blend of Colorado River water and Northern in 1964 is implemented in 1985 . Ultimate expansion of the California water . Upon completion of the State Water State Water Project (which might help alleviate shortfalls in Project , more than half of the County ' s imported water will water supply resulting from the diversion of Colorado River be from Northern California , resulting in an overall %dater ) has been obstructed by delays in construction of improver,ient in the area ' s water quality . additional facilities , including the Peripheral Canal . In liyht of this situation , it is uncertain whether the State Water Project will be able to iiieet shortfalls in dater demand The State Project water will become increasinyly valuable in resulting frorrr the diversion of Colorado River water. liyht of a 1964 U . S . Supreme Court decision , which ruled that MWD ' s allotment of Colorado P, iver water will be cut in There are a number of obstacles--political and other--to the half in 1985 when an Arizona project to deliver this river expansion of the State water system. Environmentalists are water to Phoenix is completed . This increasing percentage of opposed to any further damming of Northern California ' s wild Northern California water brings Orange County water that not rivers . The fanners of the Sacramento River Delta generally only tastes better , but also causes less plumbing darraye . oppose the Peripheral Canal because it could reduce the amount of water available to them from natural canals . Farm interests tend to oppose any change in long-standing water Water in the 1970 ' s was generally plentiful and relatively rights , as agriculture now consumes 85 percent of inexpensive , due in large part to the extensive , long-range California ' s water . There is further technical opposition to plarrniny of previous decades . But the quality and the Peripheral Canal based on the fact that it wi11 not by availability of water at historic low costs may be itself solve California ' s water problems . Finally , even if questionable in the 1980 ' s , as discussed below . the Peripheral Canal were approved in concept , over the aformentioned opposition , it has been estimated that another 10 years of litigation would be necessary before construction could begin . i 45 i . Projections front the Metropolitan Water District indicate The Board of Supervisors has recently ordered the preparation that water demand will exceed dry-year supplies by 1988 , and of a feasibility study leading to the eventual preparation of that chronic shortages could start in the 1990 ' s . Because a comprehensive water and wastewater plan . This would , in future major water projects require up to 10 years lead time , part , develop action programs to deal with combinations of additional actions other than facility construction may be the auove measures . The implementation of such mitigation required if projected shortages are to be avoided. measures could result in the fol1owiny effects , both positive and neyative : A major component of the cost of water is the cost of the power utilized in pumping it from its source to its o The costs for water - facility expansions could be destination . Historically , water from 'the State Water reduced .as a result of the phasing of new developments . Project and the Colorado River has been pumped to Southern California at low cost , a result of long — term energy contracts negotiated when energy was much cheaper. These " o Future facility development could be controlled to contracts will be up for renegotiation in the early 1980 ' s , prevent oversizing of facilities and thus , unnecessary and at that time , it is expected that the cost of water to costs . consumers will rise from the current cost of approximately $200 per acre foot to $450-$500 per acre foot by 1990 . o Potential water rate increases could be so►ilewhat offset through the reuse and reclamation of water . Several possible mitigating measures may be implemented in the next ten years to decrease ttte severity of water shortfalls . These include : o The general environmental conditions could improve because of the regulated use and disposal of water . o Increased use of reclaimed water for agricultural , industrial , and residential purposes . o Ttie recharging of groundwater may prevent saltwater intrusion into aquafiers . o Increased density of development . o The type and amount of vegetation used for residential and commercial landscaping may be modified . o Installation of water- saving devices and appliances in all new homes , as well as commercial and industrial establishments . o The cost of housiny could increase as dual piping systems and other conservation appliances are added to new construction . o Retrofittiny of grater-saving devices in all buiIdinys , whenever possible . o Expenses for local governments and special water districts might increase as new facilities are o Implementation of water-use restrictions . purchased . o Development of dual piping systems to bring reclaimed o Temporary limits on the type and amount of new water to households for toilet flushing , clothes developments may have to be imposed , resulting from washing and irrigation . insufficient water supplies . o The use of reclaimed water to replenish ground water Restoration of Water Quality in the 80 ' s : The Areawide Waste stored in underground basins . This would make more Treatment Management Plan for the South Coast planning area water available in times of peak demand . has been prepared , pursuant to Public Law 92-500 , Section 208 ( Federal Water Pollution Control Act ) . The draft 208 Plan 46 has been developed to achieve the Clean Water Act goal : that o Stringently enforce erosion and grading control all surface waters be " fishable and swimmable " by 1983 . ordinances to protect water quality from erosion and sediment related sources . This "208 Plan " provides local yovernments with a substantial opportunity to shape environmental policies for the region . o Uevelop and adopt the Best Management Practices and The Plan contains policies and actions for implementation Resource Conservation Plan to assist farmers in which , if undertaken as proposed , would protect or improve controlling erosion , soil loss , and water quality water quality in the South Coast PIanniny Area , which impairment in agricultural practices . includes Orange County . o Maintain existing management programs for control of The Plan addresses water quality and waste management in five saline water intrusion . ( Pumping in excess of the safe principle areas : yield of groundwater basins can cause the groundwater table to be lowered below sea level , allowing salt ,rater to intrude into fresh groundwater supplies . ) o Nonpoint source waste management . o Maintain street - sweeping programs , litter - control o Municipal and industrial waste management . programs , catch - basin and storm - drain - cleaning programs , and storrnwater-systems management , to protect water quality and encourage maximum beneficial use of o Water conservation and reuse . storrawaters . o Residual waste management . o Plan and construct municipal wastewater collection and treatment facilities based on SCAG ' s adopted growth forecast and water conservation policies , the Air o A priority program for restoration of water quality , Quality Management Plan (AQMP ) , and the Clean Water and in Orange County , tyre restoration of natural Act . habitats of the Newport Bay . o Develop appropriate monitoring procedures , revised A key provision of the 208 Plan for the South Coast Area regulatory requirements , and changes in institutional , includes a Nonpoint Source Waste Management Program. In legal and financial requirements to increase the accordance with areawide yuideli ties , local governments will potential for wasteWdt-er reuse . be encouraged to minimize nonpoint pollution ( sediment , oryanic matter , and chemicals corning from diffuse sources ) resu1tiny from land - management practices . The program o The Federal Water Pollution Control Act specifies a recoynizes that protection to prevent water quality problems National y o a 1 that all discharyes of pollutants into is necessary in environmentally-sensitive areas . navigable waters be eliminated by 1985 . The State Ocean Plan prohibits the discharge of sludge into ocean waters . A long-range sludge management plan and Policies and actions to meet the goals of the 208 Plan , and implementation strategy is being developed by the to solve water problems , are presented below: Regional Wastewater Solids Management Program for the Los Anyeles/Orange County Metropolitan Area . o Uevelop and implement a comprehensive area-wide local contingency plan for spills of hazardous substances . o The California Department of Fish and Game instituted the "Newport Bay Pilot Restoration Project " in 1976 , to develop and implement a program for enhancing the wildlife habitat in the Upper Newport Bay Ecological 47 Reserve . The department ' s objective is to restore the Public Law 92-500 , frorn which the aforementioned 208 Plan area to a condition similiar to that prior to the 1969 resulted , is an important piece of Federal legislation floods and the salt— production operations , as well as enacted irr the early 70 ' s . This far-reaching law included to provide a desirable habitat for several endangered the provision that the Environmental Protection Agency and threatened species . administer new programs requiring air quality , water pollution and solid waste rianayement plans of States . Under this law , each State is allowed to designate regional Other Environmental Issues in the 70 ' s agencies within the State to develop such plans . It is important to note that these plans require a combination of approvals including local , State , and Federal concurrance . In the 7 0 ' s , important legislation intended to protect and improve the environment of the County was initiated on both State and Federal levels . The California Environmental Other Environmental Issues in the 80 ' s Quality Act (CEQA) became effective in November 1970 , and has been periodically amended throughout the 70 ' s to better define the law and further insure , through guiding criteria , The previous sections discuss the State and Federal the long—term protection of air , water , scenic , historic , and legislation passed in he 70 ' s to protect the environment . other environmental quality in California . CEQA requires The primary environmental issue of the 80 ' s may be the that environmental impact reports be made on all projects continuation of this protection as the Nation addresses the that have a potential for significant adverse effects on the current energy crisis . Efforts to solve the energy , environment . In addition , it requires that mitigation transportation , housing and water needs of the County could measures be considered to offset these effects . negatively affect environmental quality . The extent to which the County is wi11iny to compromise between environmental quality and other County goals wi 1 1 be a major issue in the Another important State mandate affecting the County ' s 80 ' s . environment was the expansion of the General Plan enabling legislation during the period of 1969 through 1973 , which required the preparation of additional elements to City and Other environmental occurrences which can be expected in the County general plans . Until 1969 , only three elements were 80 ' s are : required : land use , circulation and housing . Mandatory requirements for additional General Plan elements since 1969 include open space , conservation , scenic highways , noise , o Completion of the parks alony the Irvine Coast and safety and seismic safety . 8olsa Chica Salt Marsh , opening two of Orange County ' s more unique environments to the public . Orange County ' s scenic coastal zone was given protection by the creation of the California Coastal Commission . The 1972 a Accurate earthquake predictions are likely in the 80 ' s . Coastal Initiative , also known as Proposition 20 , established Thus , local governi.ient will need to develop the temporary commissions to plan for the future of the coast and abilities to act on these predictions . to temporarily oversee development . These early efforts resulted in the enactment of the Coastal Act of 1976 , providing for the preparation of coastal plans by local o Increased development on hillsides in the 8 0 ' s is jurisdictions in accordance with certain overall policies . likely to result in increased geological risk from both In Orange County , the Local Coastal Program was created to earthquakes and landslides . implement these Coastal Act policies . The Coastal Commission is presently responsible for issuing permits for- all developr;ient within the coastal zone , which in the County o The 80 ' s are expected to have dry years and years of varies from an imaginary line 1 ,000 yards inland from the heavy rainfall , as has occurred in the last half of the shoreline in urbanized areas , to the San Joaquin hi11s 70 ' s . Long— terei clicAate studies have deterrlined this ridyeline in undeveloped areas . Local Coastal Programs for to be the most prevalent pattern . the incorporated areas are to be prepared separately for the appropriate Cities . 48 Conclusion o Higher costs and periods of water shortage are projected for the 80 ' s , on account of the diversion of Colorado River water . Orange County has experienced significant environmental changes over the past decade . In the 70 ' s , rapid growth in the areas of population , employment , housing and o Projections from the Metropolitan Water District show transportation has had a negative impact on the physical water demand exceeding dry—year supplies by 1988 , and environment . The County has experienced a reduction in its chronic shortages possible in the 1990 ' s . air and water quality due to emissions and industrial and municipal wastes . In addition , the County should experience water shortages and spiraling water costs . In order to deal o The California Area-wide Environmental (duality Act , with these problems , legislation has been enacted at all effective since 1970 , sets criteria for protection of levels of government providing programs to monitor air , water , scenic , historic , and other environmental environriiental changes and implement mitigating measures to quality . restore environmental quality to Orange County . o Public law 92-500 , a Federal law , provides that the o As part of the South Coast Air Basin , Orange County Env ironiiiental Protection Agency administer new programs often experiences reduced air quality , a result of requiring air quality , water pollution , and solid waste inversion conditions . management plans of States . o In the 1970 ' s , reductions in the level of such pollutants as CO and TSP , the result of emission controls , were being offset by the effects of population growth . o Levels of N0,) in County air have shown little change since 1970 ; Aq levels , due to stricter controls , have stayed well below Federal standards . o State and Federal standards governing County air quality will be refined and fully implemented in the 80 ' s . o Increased population and traffic congestion will delay the date by which the County can meet State and Federal standards . o Implementation of control measures will contribute to _ overall improvement of air quality in the area . o Upon completion of the State Water Project , more than half the County ' s water will be imported from Northern California and be of higher quality . 49 FNT CHAPTER 5 COUNTY GOVERNMENT \ME \ i Introduction FIGURE VA The precedi ny sections of this Report have identified changes PER CAPITA EXPENDITURES IN 1979 DOLLARS FOR which occurred in Orange County in the 70 s and more changes expected i n the 80 ' s . These changes include : the maturing ORANGE COUNTY: FISCAL YEAR 1970/71 TO 1978/79 of the County ' s aye structure ; population growth as a major factor in the 70 ' s , but of somewhat reduced importance in the 80 ' s ; energy costs and availability as a determinant of the 310 County life style ; and such unmet needs of the 70 ' s and 80 ' s as low - and -moderate cost housing , transportation , air and water quality , and water availability . 300 This section looks at County government , both as a 290 participant in the social changes occurring in the County and as an agent charyed with addressiny these . unmet needs . The changing activities of County government in the 70 ' s and 80 ' s 280 will be yreatly affected by the cost-containment movement--or the tax revolt as it is popularly known . This movenent and its current and potential effects on the County will be 270 discussed . Also , changing demands on County services will be examined , particularly the increases in the 10 to 17 and 18 to 24 aye cohorts in the 70 ' s and their decl i ne in the 80 ' s . 260 Another thence to be discussed is the increasiny dependence of Orange County yovernment on other levels of government , particularly in the human services . This discussion of o 250 Orange County government will begin with the County Budget in a the 70 ' s , because it will establish the resources available to the County and thus has consequences for every aspect of 240 County government . 230 County Budget in the 70 ' s 220 Figure V : 1 depicts annual County budget expenditures , for fiscal years 1970-71 to 1978-79 , with the effects of both inflation and population growth removed . As can be seen , 210 budget expenditures had remained relatively level prior to the passage of Proposition 13 . (The effects of that initiative are reflected in the 1978-1979 expenditure level , 200 which , at $2 4 2 per capita , is 19 percent lower than the 1970-1971 figure of $300 per capita . ) Unadjusted actual budget expenditures are illustrated in Figure V : 2 : the 0 increase in expenditures from 19 7 0/71 of 226 mill ion to 401 70/71 71/72 72/73 73/74 74/75 75/76 76/77 77/78 78/79 million in Fiscal Year 1978/79 is primarily the result of inflation and population yrowth . FISCAL YEAR Source: Orange County Administrative Office. 50 i FIGUREV:2 The County budget is divided into various programs which ORANGE COUNTY TOTAL BUDGETEXPENDITURES: identify all services Orange County government provides , FISCAL YEAR 1970/71 TO 1978/79 t h e i r objectives , and the resources all ocated for t h e i r fullfillment . This type of budget is a tool to assist in decision-riiaking regarding the allocation of resources for 440 accowpl i shi ng County objectives , and to assist i n reviea4i ng the effectiveness of programs developed to accociplish those objectives . The number of programs and the components 420 contained ire each program, has varied throughout the 7 0 ' s , iiiainly as the result of various department reorganizations into the Agency frar,iework . The program budget now consists 400 of five proyrarns . These are : 380 o Proyram I - Community Safety . u; 360 o Proyraw II - Human Services Agency ( HSA ) and Community a Services Agency ( CSA ), J 0 340 0 o Proyram IV - Environmental Manayement Agency ( EV,A)e 0 cn 320 _o o Program VI - General Services Agency (GSA), J J 300 o Program VIII - General Administration and Support . 280 Proyrauis III , V , and V I I have been either deleted or incorporated into other programs since 1970 . Program III , 260 Education , became an independent tax entity which is no longer County funded . Program V , Economic Assistance , was incorporated into HSA . Transportation , Program VII ' is now 240 part of GSA . The net cost of each program to County residents ( net cost being expenditures minus revenues ) varies from program to program. As Orange County government faces 220 the chalIenye of reduced revenues as a result of Proposition 13 and further tax — limiting initiatives , the County has responded with a combination of a reduction of approximately 0 20 percent in jobs , and with new funding strategies . This is 70/71 71/72 72/73 73/74 74/75 75/76 76/77 77/78 78/79 especially true for those programs which depend primarily on County general funds (those funds derived from property tax FISCAL YEAR and other County sources ) . Program II ( HSA primarily ) receives the most State and Federal monies of the County Source: Orange County Administrative Office,, proyrarns- - and thus w o u I d be 1 east affected overal 1 by reduced County general funds-- but imay suffer major cuts if 51 i Jarvis II reduces State funds to the County . The other The next section examines the increased service demands on proyrams , in descending order regarding dependence on County the County in the 70 ' s . general funds , are: o Proyrarns VI ( GSA) and VIII ( General Administration and County Service Demands in the 70 ' s Support ) are most dependent on County general funds , in that they provide support services to the other County programs . Orange County ' s dynamic nature over the last decade has resulted in changing demands being placed on local government . As discussd above , County government is o Program I - Community Safety , which includes the responsible for providing a broad range of services courts , sheriff , marshall , probation and other County-wide , from local parks and street-sweeping to law justice-related functions . The only State or Federal enforcer,rent , mental health programs , and airport operations . aid Program I receives is in the form of miscellaneous As the County ' s population increased during the last decade , grants , with most revenues derived from County fines , the County ' s responsibility to provide such services has forfeitures , and penalties . Much of the State paralleled or exceeded the rate of population growth . For subvention funds included in the County general fund example , the average daily head count at Orange County jail are used to support community safety . increased by approximately 37 percent , from 779 in 1970 to 1 ,065 in 1979 . Average daily bookings rose from a figure of 87 in 1970 to 155 in 1979 , or a 78 percent increase . o Program IV - EMA , which receives substantial State aid from the road fund , flood control , and harbors , beaches and park revenues . The increase in the number of road miles maintained by the County is another indicator of the growing service demands placed on County government . With the incorporation of Irvine As Figure V : 1 indicates , Orange County has been actively in 1971 absorbing a large proportion of road miles previously involved in limiting budget expenditures , and thus its burden i,iaintairred by the County , approximately 86 County maintained on local tax payers , long before the current initiatives road miles were added since 1970 . Each additional road mile appeared on California ballots . costs approximately 5 ,000 dollars a year to maintain , with one half of this paid by the County road fund . The success of Orange County ' s long-term cost-containment efforts are demonstrated in Figure V : 1 which illustrates the before 1970 , the total number of acquired acres of parks and declininy per capita expenditures when controlling for recreation land under the jurisdiction of County government inflation . The County government labor force in the 70 ' s grew was 2 ,448 acres . Since 1970 , 7 , 527 acres have been added in more slowly than either the civilian labor force or the total Orange County . While not all the land is developed and County population . As the assessed valuation of the property waintained , there was a significant increase in the service in the County increased during the 70 ' s , Orange County load placed on County park and recreation personnel and reduced its tax rate by 20 percent , from $1 . 70 per $100 facilities . assessed valuation in 1970-71 , to $ 1 . 33 per $ 100 assessed valuation in 1977-78 , the last year before Proposition 13 . These are only a few examples of the diverse areas impacted by Orange County ' s steady growth throughout the 70 ' s . In The County ' s sound fiscal management is illustrated by other addition to meet iny the demands of the various services accomplishments in the 70 ' s . Examples of these are : provided County-wide , County government is also the agency responsible for the large unincorporated area in the County . o The lowest tax rate among California Counties for Fiscal Years 74/75 , 76/77 , and 77/78 . By referring to Table V : 1 , it can be seen that the unincorporated area in the County has been decreasing in land area as a result of city annexations since 1970 . In 1970 , o The lowest number of County employees per capita in the unincorporated area in Orange County was 496 .4 square California for Fiscal Years 74/75 , 76/77 , and 77/78 . miles . By January 1979 , this figure dropped to 419 . 2 square i 52 i'li 1 es . D e s p i to t h i s decrease i n 1 and area , the County TABLE V:1 government ' s responsibilities in the unincorporated area have increased . This is the result of several factors . First , CITY ANNEXATIONS: 1970-1979 the population of the unincorporated area has increased from 163 ,066 in 1970 to 249 ,000 as of January 1979 , or an increase of approximately 53 percent . Second , as the County ' s unincorporated area decreased in size , stricter conditions - Area Annexed In for approval of development and more compl i cated 1 and use Total Area (In Square Miles) controls have been directed toward the remaining undeveloped Area at Square Miles) areas . Date of 1970-During During Jurisdiction Incorp. 1970 1-1-77 1-1-78 1-1-79 1977 1977 1978 The Tax Revolt of the 70 ' s Anaheim 2.6 33.1 40.1 40.6 41.2 7.5 0.5 0.6 Brea 1.8 8.9 9.8 9.8 10.0 0.9 0.005 0.2 . Proposition 13 was passed b Buena Park 2.3 9.8 10.5 10.5 10.5 0.7 _ - Proposition 13_ y popul ar vote Costa Mesa •3.5 14.7 15.1 15.1 15.2 0.4 0.1 ( a 2-to- 1 margin State-wide , and 3-to-1 in the County ) on Cypress 4.0 6.3 6.3 6.3 6.3 - - 0.001 June 6 , 1978 , and has been implemented through State Fountain Valley 6.8 9.6 9.6 9.6 9.6 - 0.005 0.03 legislation . Its immediate effect on the citizens of Fullerton 16.6 22.1 22.1 22.1 22.1 - - 0.004 Cal i forni a has been a reduction in property tax bi 11 s by Garden Grove 11.2 17.6 17.7 17.7 17.7 0.1 - 0.008 approximately 60 percent . Huntington Beach 3.7 26.1 26.8 26.8 26.8 0.7 - - Irvine 28.5 - 40.5 41.4 41.4 41.4 0.9 - Laguna Beach 1.1 5.0 5.2 5.2 5.2 0.2 - 0.004 As illustrated in Figure V : 3 , the share of the County budget La Habra 0.5 6.3 6.3 6.4 6.4 0.1 0.1 0.02 financed through property tax was reduced from 30 percent of La Palma 1.4 1.6 1.6 1.6 1.6 - - 0.006 the total in 1977-78 to 16 percent in 1978-79 . Thi s share Los Alamitos 3.7 4.1 4.3 4.3 4.3 0.2 - - has i ncreased sl i ghtly for Fi s c a I Year 1979-80 . T h o u y h Newport Beach 3.2 14.3 15.4 15.4 15.4 1.1 - - Orange County i n i t i a t e d many cost - saving measures both Orange 3.1 16.0 17.8 18.4 18.5 2.4 0.6 0.09 a n t i c i pati ng and following Proposition 13 , massive , cri ppl i ng Placentia 0.2 5.0 6.6 6.6 6.6 1.6 - 0.01 budget cuts were prevented only through the allocation of the San Clemente 6.5 14.4 14.6 14.8 14.8 0.4 0.2 - State " surplus " revenues to local government . However , as San Juan Capistrano 11.4 12.5 13.0 13.0 13.0 0.5 - 0.03 wi 11 be discussed 1 ater , some or al 1 of these State Santa Ana 1.9 27.0 27.1 27.1 27.2 0.1 - 0.07 "bail -out " funds may disappear . Seal Beach 1.3 9.8 13.3 13.3 13.3 3.5 - - Stanton 0.9 3.0 3.0 3.0 3.0 - - 0.03 Tustin 0.3 3.4 7.1 7.9 8.0 4.5 0.8 0.06 The property tax burden has been shifting froi,i the commercial Villa Park 2.1 2.8 2.8 2.8 2.8 - - - to the residential taxpayer following Proposition 13 . Westminster 5.8 10.7 10.7 10.7 10.7 - - - According to the Orange County Tax- Collector-Treasurer ' s Yorba Linda 2.5 5.5 6.6 8.6 15.2 3.1 2.0 6.6 Office , in Fiscal Year 1977-78 , prior to the passage of Total Incorporated 126.9 289.6 353.90 359.0 366.8 69.4 5.11 7.86 Proposition 13 , homeowners paid 43 percent of the property Total Unincorp. 659.1 496.4 432.10 427.0 419.2 tax, whereas business and commercial enterprises paid 57 percent . These percentages were reversed in 1978-79 , the Total County 786.0 786.0 786.0 786.0 786.0 Fiscal Year after Proposition 13 ; homeowners paid 57 percent of the propery tax . The Tax Col 1 ector al so reports that the Total square miles converted from total acres. Columns do not add as percentage of the total tax bill for the County paid by the a result of rounding. largest tax payers has declined since Proposition 13 . This decline adds support to the observation that Proposition 13 SOURCE: Orange County Road Department is shifting the tax burden from the large commercial property owners to the homeowners . 53 FIGURE V:3 ORANGE COUNTY BUDGET APPROPRIATIONS: FISCAL YEAR 1970/71 TO 1979/80 SOURCES OF FUNDING OTHER REVENUE STATE AND FEDERAL FUNDS 600 579.9m TOTAL PROPERTY TAX . . . . . . 550 544.2m TOTAL 511.5m TOTAL 500 . . . . . . . . . . . . . . . . . . 464.4m TOTAL 451.8m TOTAL 450 . . . . . . . . . • . . . . . . . . . . 400 382.6m TOTAL 213.7m • o 184.7m C3 (34%) (37%) 350 341.9m TOTAL . . . . . . . . . . . . ---- ------ U- X. 263 Cn 306.Om TOTAL (345')• (4 C=) 300 176.6m: . . . . . .. 269.2m TOTAL • (39%) :1100.6m 250 238.1 m TOTAL (32. .%):. . Q.7%) . . . . . . . . . �l 00.2m:- . . . . . . . . . . 80..9m: (.3%).' 200 :.(30%): :_(27%),: 196.3m 62 (36%) ri 150 ... 147.1 m 35%) 122.6m (33%) 109.61T 126.7m (32%) (44%) 94. 11 Ou I t8s M (36%) 100 (40%) (39%) (37%) 27 2ff,2( �5, 4 0) 50 79.4m 84.5m M 104.6m M 128.1m M 163.2m M 108.3m (31%)(33%) (31%) 31%) 1 (28%) (300%) (19%) 70/71 71/72 72/73 73/74 705 75/76 76/77 77/78 78/79 79/80 FISCAL YEAR Source: Orange County Administrative Office. 54 f Gann Initiative . In general , the Gann Initiative , passed on necessary for the United States to become energy secure again November 6 , 1979 , sets a ceiling on the growth of government r,iust be accomplished at a National level , but the short-term appropriations . It specifies that appropriations for any adjustments to the current energy crisis will have direct entity of government shall not exceed the prior year ' s impacts on County government . appropriation limit , adjusted for changes in population and the cost of living . The "cost of living " adjustment is the lower of either the percentage change in the Comsumer Price Energy conservation , the number one short-term adjustment to Index of the United States , or the percentage change in the energy crisis , can best be accomplished at the level of California per capita personal income . The law includes a government closest to the people . Thus , through thle 30 ' s , provision for returning any surpluses to the taxpayers . Orange County wi11 play a major role in promoting energy conservation within the County . Also , energy planning will become increasingly important . Already , the State and Table V : 2 provides a projection of the appropriation limits Federal governments are allocating energy resources . Orange under Garin for the County . Orange County lived within these County must have thle energy-planning capabilities to advocate limits during the 70 ' s . Also , with Jarvis II and Proposition within thle allocation system for its own realistic energy 13 , it appears unlikely , at least in the short run , that needs . Tile recent development and expansion of the County Orange County will have enough revenue to reach the Gann Energy Commission is a move in this direction . appropriation limits . Low-and Moderate-Cost Housing. The County ' s need for low-and Jarvis II . An income tax initiative sponsored by Howard moderate - cost housing has already been discussed as a Jarvis has qualified for the State ballot in June of 1980 . pressing demand on County government . As the number of The Jarvis initiative would require that the State personal people in their late 20 ' s and early 30 ' s increases , the need income tax rates in effect for 1980 and subsequent years be for low-cost housing will also increase . Possible changes in set at 50 percent of the level in effect for 1978 . Estimated thle housing market may heighten the need for the County ' s revenue loss to the State of California if this initiative already active involvement in the provision of lower - cost passes would be approximately five billion dollars for fiscal housing . year 1980-81 . (This loss would occur if the initiative could be retroactive to January 1 , 1980 , which is a matter requiring clarification by the State . ) The possible impact of Transportation . Thee freeways and surface streets in the the initiative on Orange County cannot be accurately foreseen County are currently operating at capacity . The County ' s until the effects of the enabling legislation , if the transportation needs were not adequately addressed by the initiative passes , are known . State of California in the 60e s and 70 s , and as a result they are expected to become critical in the 80 ' s . The Multi -Modal Transportation Study projects that an expenditure County Service Demands in the 80 ' s of $16 billion dollars would be necessary to prepare for the transportation needs of the 90 s . Adjusting to Orange County ' s transportation situation in the 80 ' s will require The discussion of the cost containment movement concluded the cooperation of all the government entities in Orange that Orange County will face the 80 ' s with reduced revenue , County , as well as thle Federal and State governments . The regardless of the service demands on the County . Some of leadership in this effort appears to belong to the County these service demands will be examined here . The preceding through the Transportation Commission . sections have identified forces in thre areas of energy , housing , transportation and water which are expected to place demands on County government . Water. Meeting Orange County ' s water needs in tile 80 ' s is another area which wi11 require the cooperation of local , State and Federal governments . As water districts face Energy Conservation and Planning . The economic and political possible cuts in tax - generated revenue , they will need to cost of energy appears to be the most pressing issue expand both their conservation capabilities and their currently facing the Nation . The long - term solutions available supplies . The completion of the State Water project is essential to Orange County . 55 TABLE V:2 PROJECTION OF PERCENTAGE INCREASE IN APPROPRIATIONS ALLOWED BY THE GANN INITIATIVE** 79-80 80-81 81-82 82-83 83-84 84-85 85-86 86-87 87-88 88-89 89-90 Percentage Increase* in U.S. CPI 11.5 11.3 11.6 9.0 8.0 8.0 8.0 8.0 8.0 8.0 8.0 Percentage Increase in O.C. Population 2.5 2.4 2.3 2.3 2.3 2.1 2.0 2.0 2.0 1.9 1.9 Total 14.0 13.7 13.9 11.3 10.3 10.1 10.0 10.0 10.0 9.9 9.9 Accumulative* Percentage Increase 14.0 29.6 47.6 64.3 81.2 99.4 119.4 141.2 165.4 191.6 210.6 * The CPI is used as the inflation indicator because it usually is less than the per capita growth in personal income. ** 1978-79 is the base year; 1979-80 shows one year's increase over this base. SOURCE: Multi-Year Financial Planning Guide, Orange County Administrative Office 56 I Haman Service Needs . At the beginning of the 80 ' s , human: o In the 70 ' s , service demands paralleled or exceeded 1 service needs appear to have slipped somewhat from the population growth . public ' s awareness . The possible cut in State funds resulting from Jarvis II would greatly reduce the ability of Orange County to provide human services . o Despite increased service demands , Orange County government will face the 8 0 ' s with reduced revenues , particularly if State Funds are cut by Jarvis II . The changing age structure of the County , particularly the reduction in the aye groups 18 to 25 and 10 to 17 , may reduce some service demands . However , this reduction will not be o Water districts must expand their conservation great enough to counteract the forces described above . capabilities and available supplies , regardless of possible cuts in tax- generated revenue . There appears to be a backlash in California a y a i n s t what many voters feel were excessive expenditures for human o Following Proposition 13 , major budget cuts were services in the past . Hopefully , Orange County can arrive at avoided in the County by allocating State " surplus " a balance between the provision of human services and an revenues to local government . Some or all of these acceptable tax burden , before unrest develops in the funds oiay disappear in the future . underpriviledged segments of Orange County . o Through the 80 ' s , County government should play a major CountyGovernment aL a-m Advo a .e fir Cuunt Residence NppdI , . role in energy conservation and planning within the The resources available to County government as a result of County . the cost -containment movement are at best constant . These resources are not adequate to solve the energy crisis , the need for low- cost housing , or the County ' s transportation o The Mu ti -Nodal Transportation Plan projects a cost of problems . The role for County government _in the 8O ' s will a16 billion to solve Orange County ' s transportation often have to be that of an advocate to other levels of needs in the 80 ' s . government and the private sector for programs to meet needs within the County . Conclusion The tax revolt will necessitate changes in the approach County government can take in solving local problei;is . Without adequate resources , County government cannot solve all its own probl ems , and must assume tyre rol e of advocate to other government entities . Cooperation between all levels of yovernment will be necessary to deal adequately with the demands of the 80 ' s . o In the 70 ' s , Orange County ' s fiscal managei,ient resulted in the lowest tax rate for any County in the State of California for Fiscal Years 74/75 , 76/77 and 77/78 . County government also employed the least workers per capita for any County in the State of California for Fiscal Years 75/76 , 76/77 , and 77/78 . I 57 CONCLUSION described in the preceding chapters , depicting how they interact with one another in shaping Orange County in the 80 ' s . The preceding chapters have examined Orange County ' s population , economy , infrastructure , environment and government , discussiny major trends experienced in each area Population and Economics during the 70 ' s , and projections for the 80 ' s . While each item appears more accessible when viewed individually , in reality these subjects interact with one another in countless Throughout this chapter , the term "growth " refers primarily ways . Shifts in the County ' s population size and to the expansion of the County ' s population , but growth composition , for example , trigger changes in every other trends cannot be viewed in isolation . In the past , population area . This conclusion to The State of the County Report growth triyyered an expansion of the general economy--gains will explore interrelationships between the major forces in employment , income , sales , etc .--and has tended to be examined in the preceding chapters . viewed by most observers as desirable . But , upon entering the 80 ' s , Orange County , faced with the increasingly negative " side-effects " of rapid growth , is beginning to redefine FolIowiny are limited scenarios based on the interactions of certain priorities . Future growth , if r7ismanaged , will major projections presented in this report . Of course , exacerbate such problems as congestion , energy shortages and certain events--a natural disaster , a world war--have effects air pollution ; Therefore , the des ireabiIity of rapid growth which are discontinuous enough to defy projection ; such must be reassessed. In actuality , the declining growth rate issues are beyond the scope of this Report . In addition , the since the boom years of the 60 ' s has to some extent reflected situation of housing and certain infrastructural this reassessment . systems--energy and transportation--is approaching crisis proportions . The character of crisis is such that immediate action , often drastically different than past approaches , is In the economic arena , the overall growth rate and the required to solve the problem : Therefore , the conclusions chanyiny aye structure of Orange County ' s population should about energy, housing and transportation must be viewed as significantly impact both employment and personal income . tentative to the extent that they are based on past trends . Given present trends , in which the rate of employment growth is expected to exceed that of the population , the amount of the County ' s population in the labor force is anticipated to The following scenarios establish interactions of various increase to 55 or 60 percent , up from 45 percent in the 70 ' s . sorts . One involves an interplay between two or more This signifies a greater number of workers in relation to projections , with a resulting amplification of their effects . dependents--despite the projected increase in the age group 0 As an example , the increase in the age cohort of 25- to to 10--and a corresponding gain in buying power for the/ 34-year-olds , and the rising cost of fuel , both intensify the County ' s population . need for moderately-priced housing close to employment areas . In a second type of interaction , two projections appear to counteract one another : employment in the County is expected There are many different aspects of population growth . One to expand in the 80 ' s , while potential energy and/or housing is the changing aye structure . The most significant change shortages could limit this expansion . Yet a third example here is an expected decline in the aye group 10 to 24 , which involves a projection which may have different effects on should decrease the numbers of youths seeking unskilled and different segments of society : Reduction in the size of entry level jobs . Concurrently , continued in-migration of government and realignment of yovernment services , a result Latinos and Indochinese will make labor-force contributions of the tax revolt , will negatively impact the to these positions and other segments of the labor market . underpriveleged , reducing services or raising service fees ; On the other hand , the "baby boom " children who were members while the wealthy may remain relatively unaffected , since any of this aye group in the 60 ' s and 70 ' s , and underwent the loss of services may be more than offset by their tax competition that meiobership in this large cohort brings , will savings . continue competing--not for entry level positions , but for job advancement . In addition , the elimination of 65 as a mandatory retirement aye in many areas of employment may mean Tlie number of possible scenarios for the 80 ' s is infinite : an increasing nur+iber of senior citizens remaining in the The followiny , therefore , will focus on major forces labor force . As members of the reduced 10- to 24-year age 58 cohort make their first-time entry into the work force in the Pacific Northwest , which have excess electrical the 80 ' s , the County can also look forward to a labor force yeneratiny capacities . which will consist of large numbers of older and more experienced workers , with a corresponding increase in worker productivity . o In the County , if extremely dry years occur , water demand may exceed the supply towards the end of the 80 ' s . Infrastructure o The availability of relater , and therefore its cost , is As was seen throughout the discussion of the County directly affected by the size of the population in the infrastructure , a number of variables will affect the County . If solutions to the County ' s long-terra water County ' s economic outlook : for example, the high price of needs are not found , water availability could limit housing ; or a lack of residences for unskilled laborers . yrowth toward the end of this decade . Still , projected increases in employment are strong , and will result in gains in personal income : Thus , the County ' s economic picture is projected to be favorable . Based on past o Older sections of the County ' s urbanized areas are trends , the total economy should be well balanced , with gains experiencing excess school spaces , while in expected in the manufacturing , service , and tourist sectors . newly-developed areas the number of students will Ayain , however , these very hopeful projections could be continue to exceed the availability of needed new greatly changed by other forces acting on the County . facilities . Two aspects of the infrastructure , transportation and housing Environment costs , could reduce the growth in the labor force and weaken the total economy . Highway congestion , coupled with the high cost of fuels , might lessen the des ireabi1ity of commuting Infrastructural demands and problems have both inmiediate and from areas with moderately-priced housing into Orange County : potential long ranye effects on environmental quality in the Since employees need afforable housing conveniently close to County . For exai,rple : work , the lack thereof may cause a labor shortage within the County . o If housing and infrastructural problems intensify-- particularly the availability of low- and moderately- Historically , population pressures have caused a strain on priced homes--transportation and energy growth could be housing and the infrastructure . It is expected that this will slowed or even stopped . Thus , future negative impacts continue to be an issue in the 80 ' s . For example : on the physical environment would be reduced (though at the cost of crises in these other areas ) . o H o u s i n y demand , for low - and moderately - priced residences in particular , is projected to continue o If fuel costs discourage travel , air quality could be growing , due to increases in the 25 to 34 age cohort . improved . o Electrical generating capacity could fall below demand o If congestion increases , but the number of individual toward the end of the 80 ' s , resulting in rolling black auto trips is not reduced , air- quality problems will outs at peak demand times . intensify . o If sufficient power plants are not built to provide o Iviiti gat iny measures to alleviate infrastructural electricity to the County at current and projected problems could also result in negative environmental levels of consumption , and if consumption patterns are impacts . One example would involve the burning of coal not altered , industry could be lost to such areas as to increase the electricity available to the County , 59 1 which could result in reduced air and water quality . greater focus on research and planning . The decisions of policy makers will often be based on the conclusions and projections of planners ; hence , allocations for County needs o In the past , the County ' s total environmental setting may depend heavily on the quality of efforts made in this has contributed to net increases in in-migration . If area , now and in the future . Federal air- and water- quality standards are not met in the 80 ' s , future in-migration may be reduced , in part as a result of Federally— imposed sanctions involving withdrawal of funding for such areas as transportation and wastewater facilities construction . o The relationship of County government to infrastructure problems ►nay change in the 80 ' s . In the past , County government has been a major provider and problem solver in this area ; but in the 80 ' s , County government may not have the resources to directly address these problems . The role may change to that of advocate to the State and Federal government for solutions . The County is required to meet Federal and State standards for air and water quality in the 80 ' s . These standards were established at a time when energy was much more readily available than is now the case . Devloping alternatives to private auto commuting could assist with both the energy and the air--quality problems anticipated for the 80 ' s . A major issue for the next decade will be maintaining or increasing the air and water quality in the County , as housing , transportation and energy problems are addressed . County Government Orange County government faces the challenge of dealing with the afureinentioned problems , ,but wi11 have to do so under certain major constraints . County government, is projected to continue losing revenue , at least through the early years of the 80 ' s , particularly from the State . Because of the County ' s history of frugal budgets , these revenue losses are likely to result in the reduction or elimination of some of the services it has traditionally provided. Given the projected size of the problems , the County will have difficulty in responding to energy , transportation and housing needs in the 80 ' s . The awareness of, and ability to respond to , these projected problems will be a key issue for Orange County ' s government in the 80 ' s . The changed role of local government , that of advocate to the State and the Nation , will necessitate 60 APPENDIX TABLE A:1 ORANGE COUNTY ESTIMATED POPULATION AND HOUSING BY CENSUS TRACT, JANUARY 1979 Census Tract Population Dwelling Units Census Tract Population Dwelling Units _ Census Tract Population Dwelling Units 11.01 4,309 1,458 110.00 5,458 2,092 320.02 6,916 1,964 11.02 2,831 1,065 111.01 3,438 1,296 320.03 5,664 1,564 11.03 3,478 1,283 111.02 3,926 1,187 320.04 8,135 2,287 12.00 4,879 1,947 112.00 2,926 1,242 320.05 10,424 3,090 13.01 5,712 2,496 113.00 4,054 1,576 421.01 2,218 1,061 13.02 6,443 2,224 114.01 4,087 1,378 421.02 8,061 4,227 14.01 4,170 1,547 114.02 4,412 1,798 421.03 5,914 2,687 14.02 4,634 1,494 115.01 6,293 2,942 421.04 6,487 3,032 14.03 3,992 1,131 115.02 3,364 1,343 422.01 5,146 2,523 14.04 2,663 945 116.01 4,261 1,880 422.02 7,352 2,960 15.01 3,379 1,414 116.02 4,033 1,515 423.01 7,555 3,823 15.02 5,866 1,918 117.01 8,030 3,578 423.02 8,943 3,169 15.03 4,799 1,697 117.02 8,778 2,631 423.03 6,258 2,263 15.04 3,011 1,195 117.03 8,429 4,047 423.04 23,698 10,235 15.05 5,642 1,915 117.04 8,278 3,025 524.01 15,356 3,530 16.01 6,337 1,950 117.05 7,294 2,211 524.02 12,611 4,254 16.02 3,468 1,219 117.06 6,642 1,889 524.03 8,291 3,077 17.01 7,368 2,163 218.01 27,860 9,392 525.00 34,566 12,058 17.02 8,287 2,646 218.02 5,487 1,970 626.01 10,529 4,346 18.01 3,503 1,321 218.03 6,202 1,803 626.02* 8,928 2,622 18.02 4,305 1,717 218.04 8,357 2,572 626.03 11,221 3,798 19.01 2,533 800 219.01 22,130 7,439 626.04* 3,653 2,155 19.02 2,462 796 219.02 14.022 4.073 626.05 3,053 2,104 19.03 2,667 879 320.01 31,191 11,917 626.06 8,564 4,276 r 62 i TABLE A:1 (Continued) ORANGE COUNTY ESTIMATED POPULATION AND HOUSING BY CENSUS TRACT, JANUARY 1979 Census Tract Population Dwelling Units Census Tract Population Dwelling Units Census Tract Population Dwelling Units 626.07 6,125 2,934 638.04 7,126 2,946 748.01 3,961 1,004 626.08 8,458 6,095 639.01 6,649 2,698 748.02 3,228 1,119 626.09 12,177 7,846 639.02 4,945 1,845 748.03 5,882 1,765 627.00 7,944 4,012 639.03 3,640 1,040 748.04 6,861 2,045 628.00 5,491 3,116 639.04 4,212 1,317 749.00 7,976 2,485 629.00 2,117 917 639.05 3,757 1,620 750.01 2,712 1,464 630.01 8,335 3,838 639.06 3,998 1,943 750.02 3,639 1,659 630.02 10,815 6,370 740.01 7,569 2,699 751.00 5,573 1,541 630.03 3,399 1,165 740.02 8,885 3,454 752.01 3,598 1,009 631.01 2,833 1,276 741.01 5,601 1,520 752.02 3,445 1,119 631.02 5,051 2,203 741.02 3,928 1,106 753.01 4,154 1,625 631.03 2,471 928 741.03 3,071 940 753.02 2,474 887 632.01 3,130 1,470 741.04 6,391 2,163 753.03 2,788 1,116 632.02 25975 1,405 741.05 6,763 3,335 754.01 3,286 1,270 633.00 5,841 2,934 742.00 43593 1,608 754.02 6,759 2,923 634.00 43907 2,205 743.00 2,606 745 754.03 5,106 2,288 635.00 63364 3,554 744.01 5,521 2,052 755.01 7,596 2,864 1 636.01 33054 1,158 744.02 9,677 4,803 755.02 8,069 2,865 636.02 4,716 2,354 745.01 4,443 1,342 755.03 13,223 6,362 636.03 4,801 23358 745.02 3,502 958 756.01 6,981 2,012 637.00 61689 3,341 746.01 3,726 13576 756.02 4,465 1,250 638.01 6,983 2,327 746.02 3,608 1,452 756.03 3,830 1,337 638.02 3,082 1,065 747.01 4,981 1,351 757.01 5,683 2,112 638.03 4,323 1,364 747.02 3,198 1,096 757.02 3,646 1,097 63 TABLE A:1 (Continued) ORANGE COUNTY ESTIMATED POPULATION AND HOUSING BY CENSUS TRACT, JANUARY 1979 I Census Tract Population Dwelling Units Census Tract Population Dwelling Units Census Tract Population Dwelling Units 757.03 4,131 1,248 864.01 7,318 2,802 874.02 4,641 1,932 758.01 7,865 1,993 864.02 4,605 1,547 874.03 2,060 933 758.02 2,901 1,093 864.03 7,825 3,429 875.01 3,248 1,356 758.03 7,798 2,660 865.01 2,736 1,118 875.02 9,383 4,053 758.04 5,982 2,041 865.02 3,174 1,346 876.01 3,389 1,388 758.05 3,171 1,326 866.01 5,665 2,153 876.02 5,204 1,907 758.06 4,132 1,773 866.02 3,302 1,365 877.01 3,738 1,337 758.07 4,179 1,218 867.01 6,107 1,945 877.02 9,049 2,741 758.08 4,105 1,179 867.02 5,291 2,160 878.01 3,916 1,394 759.01 3,763 1,545 868.01 3,029 900 878.02 4,650 1,833 759.02 5,249 2,452 868.02 3,925 1,379 878.03 4,131 1,415 760.00 6,739 3,049 868.03 4,962 2,163 878.04 7,442 3,119 761.01 4,018 1,559 869.01 5,909 2,511 879.01 1,676 614 761.02 4,095 1,341 869.02 3,848 1,354 879.02 4,112 1,232 761.03 6,057 2,606 869.03 4,656 2,011 880.01 3,973 1,237 762.01 4,791 1,681 870.01 3,822 1,380 880.02 3,142 1,057 762.02 4,789 1,608 870.02 4,405 1,821 881.01 1,935 706 762.03 5,240 1,698 871 .01 2,658 1,596 881.02 6,484 2,316 762.04 1,743 846 871 .02 3,380 1,324 881.03 6,273 2,524 762.05 4,811 1,696 871 .03 6,046 2,129 882.01 3,077 1,101 762.06 4,205 1,581 871.04 6,927 2,422 882.02 2,483 801 863.01 5,203 1,682 872.00 4,450 2,034 882.03 3,452 1,351 863.02 10,416 3,551 873.00 4,880 2,281 883.01 4,682 1,704 863.03 3,810 1,666 874.01 2,103 865 883.02 4,417 1,574 64 i TABLE A:1 (Continued) ORANGE COUNTY ESTIMATED POPULATION AND HOUSING BY CENSUS TRACT, JANUARY 1979 Census Tract Population Dwelling Units Census Tract Population Dwelling Units Census Tract Population Dwelling Units 884.01 4,411 1,306 992.05 8,605 3,187 994.05 5,046 1,707 884.02 3,819 1,543 992.06 7,713 2,091 994.06 5,446 1,649 884.03 3,425 1,253 992.07 8,500 2,440 994.07 2,617 847 885.01 49061 1,685 992.08 16,844 6,038 994.08 2,974 1,119 885.02 2,988 1,028 992.09 11,634 3,287 994.09 6,816 3,841 886.01 2,993 1,228 992.10 7,146 1,860 995.01 12,922 5,924 886.02 2,596 1,060 992.11 9,447 2,747 995.02 248 37 887.01 3,404 1,507 992.12 4,750 1,605 995.03 8,800 6,481 887.02 3,707 1,377 992.13 8,684 3,030 995.04 3,031 963 888.00 7,405 3,086 992.14 4,280 1,565 995.05' 6,101 3,748 889.01 4,653 1,519 992.15 5,736 1,821 996.01 5,444 1,847 889.02 4,168 1,186 992.16 4,760 1,446 996.02 3,669 1,062 889.03 5,835 1,695 992.17 3,023 734 996.03 7,050 2,278 889.04 411330 1,365 992.18 10,057 2,627 996.04 4,949 1,214 889.05 3,927 1,105 992.19 4,916 2,256 996.05 4,121 1,220 890.01 4,154 1,210 992.20 4,698 1,933 997.01 3,457 1,248 890.02 5,732 1,918 992.21 10,763 3,464 997.02 6,752 2,145 891.01 6,981 2,204 993.01 9,323 3,588 997.03 4,454 1,332 891.02 3,198 1,020 993.02 4,981 3,010 998.01 3,903 1,306 891.03 7,408 2,182 993.03 5,114 3,018 998.02 2,759 1,098 992.01 5,414 2,151 994.01 9,124 3,408 998.03 3,348 1,273 992.02 5,910 1,903 994.02 3,907 1,694 999.01 7,829 2,718 992.03 5,098 1,446 994.03 8,614 2,596 999.02 3,847 1,100 992.04 4,171 1,295 994.04 5,010 1,752 999.03 4,471 1,472 65 i TABLE A:1 (Continued) ORANGE COUNTY ESTIMATED POPULATION AND HOUSING BY CENSUS TRACT, JANUARY 1979 Census Tract Population Dwelling Units Census Tract Population Dwelling Units Census Tract Population Dwelling Units 999.04 3,765 1,479 1101.01 6,263 1,784, 1102.03 4,966 1,318 1100.01 5,146 1,525 1101.02 5,962 1,776 1103.01 8,507 2,726 1100.02 8,323 2,410 1101.03 9,515 3,212 1103.02 5,923 1,900 1100.03 3,422 962 1101.04 5,197 1,511 1103.03 4,389 1,406 1100.04 5,455 1,570 1101.05 10,291 3,439 1103.04 4,472 1,279 1100.05 3,890 1,070 1101.06 4,627 1,428 1104.01 4,425 1,417 1100.06 3,218 1,106 1101.07 7,712 2,075 1104.02 3,298 1,216 1100.07 5,504 1,749 1101.08 2,342 797 1105.00 5,108 2,144 1100.08 4,469 1,661 1102.01 6,124 2,105 1106.01 6,021 2,328 1100.09 14,684 4,746 1102.02 4,356 1,654 1106.02 10,711 4,020 1106.03 3,977 1,701 TOTAL 1,850,945 688,547 * Figures reflect Census Tract boundary change made in 1978. 66 TABLE A:2 ORANGE COUNTY COMMUNITY ANALYSIS AREA POPULATION AND HOUSING PROJECTIONS January 1976* July 1980 July 1982 July 1984 July 1989 Community Analysis Area Pop. Dwelling Units Pop. Dwelling Units Pop. Dwelling Units Pop. Dwelling Units Pop. Dwelling Units 01 La Habra 38,873 14,106 40,170 14,873 40,238 15,031 40,294 15,172 41,702 15,933 02 Brea-West 19,660 6,664 21,623 7,658 22,495 8,045 22,971 8,277 24,113 8,810 03 Brea-East 3,581 1,395 11,400 4,012 13,160 4,826 14,615 5,492 15,658 6,245 04 Fullerton-Hills 38,374 13,084 45,605 15,883 48,351 16,983 51,019 18,054 56,753 20,355 05 Fullerton-West 31,200 11 ,225 31,634 11,582 31,817 11,756 32,565 12,126 34,493 13,026 06 Fullerton-East 29,387 12,026 30,373 12,704 31,181 13,185 32,041 13,671 33,404 14,476 07 Placentia 29,294 9,894 32,931 11,301 33,025 11,838 33,721 12,473 35,553 14,116 08 YL-West 11,973 3,585 12,456 3,861 12,257 3,959 12,302 4,091 12,826 4,517 09 YL-East 14,123 4,127 24,445 7,564 27,102 8,611 29,280 9,629 36,104 12,452 10 La Palma 11,809 3,345 12,392 3,640 12,257 3,700 12,519 3,760 12,915 3,990 11 BP-North 18,584 6,841 23,095 8,903 24,248 9,538 25,431 10,139 26,844 11,603 12 BP-South 47,225 14,528 47,376 15,165 47,799 15,540 48,797 16,020 49,896 16,900 13 Ana-West 50,746 18,727 49,767 19,358 50,901 19,673 52,146 19,994 54,969 20,896 14 Ana-North Central 43,662 17,081 44,438 18,342 45,527 19,032 46,387 19,728 52,055 21,469 15 Ana-South Central 36,914 13,722 38,287 15,129 39,603 15,781 40,888 16,430 43,461 18,058 16 Ana-East Central 38,202 13,581 39,968 15,448 40,106 16,223 40,188 16,998 39,183 18,932 17 Ana-Industrial 15,355 4,919 17,654 6,047 18,317 6,372 18,730 6,722 20,141 7,597 18 Ana-Hills 13,697 4,429 25,017 8,501 28,223 10,001 31,613 11 ,464 39,595 14,897 19 Cypress 45,552 13,604 45,555 14,130 45,805 14,420 46,204 14,711 47,313 15,495 20 Rossmoor 13,371 4,461 12,991 4,520 12,851 4,550 12,701 4,547 12,539 4,652 21 Los Alamitos 16,668 5,288 17,055 5,642 17,406 5,852 17,725 6,023 18,712 6,560 22 Stanton 26,036 8,674 27,579 9,731 28,182 10,012 28,835 10,297 30,089 11,010 23 GG-West 17,987 5,006 17,603 5,129 17,578 5,239 17,925 5,356 18,585 5,659 24 GG-Central 64,226 22,270 64,053 23,403 66,419 24,179 68,585 24,809 73,314 26,421 67 I TABLE A:2 (Continued) ORANGE COUNTY COMMUNITY ANALYSIS AREA POPULATION AND HOUSING PROJECTIONS January 1976* July 1980 July 1982 July 1984 July 1989 Community Analysis Area Pop. Dwelling Units Pop. Dwelling Units Pop. Dwelling Units Pop. Dwelling Units Pop. Dwelling Units 25 GG-East 47,459 16,794 47,309 17,560 49,191 18,061 51,312 18,588 55,063 19,555 26 Orange-West 14,102 5,822 17,306 7,308 17,887 7,677 18,486 8,076 20,091 9,107 27 Orange-Central 26,111 10,114 25,191 10,463 25,854 10,617 26,301 10,781 27,400 11 ,193 28 Orange-East 51 ,671 15,772 54,448 18,033 56,945 18,981 58,850 19,938 63,672 22,334 29 Orange-SOI 1,199 359 2,300 714 3,678 1,193 5,158 1,729 9,080 3,176 30 Villa Park 7,403 1,852 8,050 2,081 8,375 2,164 8,622 2,254 8,927 2,395 31 Seal Beach 19,596 11,160 18,186 11,350 18,099 11,724 18,148 12,029 18,936 12,623 32 Westminster 69,073 22,564 71,989 24,486 71,785 24,839 71,240 25,173 69,718 26,014 33 HB-North 64,258 20,462 69,656 23,050 71,975 24,144 71,995 25,002 74,315 26,737 34 HB-West 17,052 8,084 20,428 10,317 215137 11,009 22,141 11 ,840 24,368 13,767 35 HB-Central 22,918 9,827 29,791 13,009 31,734 145167 33,961 15,367 365497 18,068 36 HB-Southeast 535857 17,146 58,253 19,548 603114 20,447 62,571 21,502 67,565 24,304 37 Fountain Valley 505069 14,738 52,942 16,240 53,344 16,670 53,995 173087 53,992 17,587 38 Santa Ana-West 30,104 9,517 315403 10,233 32,400 10,553 33,105 10,883 35,272 11,710 39 Santa Ana-North 23,005 9,386 24,991 10,553 25,929 11,080 27,406 11 ,616 27,421 123962 40 Santa Ana-Central 81 ,758 27,072 82,368 27,825 823962 28,314 84,180 28,814 89,749 31,818 41 Santa Ana-South 48,429 183242 53,077 21 ,261 56,229 22,581 58,813 23,911 62,506 26,403 42 Tustin-Central 50,123 193057 515000 19,879 51,179 203228 51,255 20,586 53,759 22,517 43 Tustin-Hills 10,721 2,987 12,309 3,564 13,657 43005 155955 4,741 21,473 6,661 44 Costa Mesa-N 45,166 15,703 493831 18,388 525264 19,357 54,752 20,354 55,752 21,526 45 Costa Mesa-S 37,257 16,657 38,806 18,219 39,452 18,698 40,165 19,126 41,936 20,259 46 NB-Coastal 36,374 18,906 36,881 19,514 37,235 19,806 39,400 ' 203102 43,259 21,102 47 NB-North 26,791 11,180 30,824 12,790 32,176 13,241 33,881 13,943 38,547 153863 48 Airport-Com. 0 0 0 0 0 0 0 0 0 0 68 i TABLE A:2 (Continued) ORANGE COUNTY COMMUNITY ANALYSIS AREA POPULATION AND HOUSING PROJECTIONS January 1976* July 1980 July 1982 July 1984 July 1989 Community Analysis Area Pop. Dwelling Units Pop. Dwelling Units Pop. Dwelling -Units Pope Dwelling Units Pope Dwelling Units 49 Irvine-Ind. Comp. 1,428 135 1,428 135 1,428 135 1,428 135 1,428 135 50 Irvine-South 15,508 5,377 23,154 8,389 28,870 10,498 34,204 12,575 43,001 16,350 51 Irvine-Central 19,189 6,069 36,108 11,800 46,941 15,647 54,092 19,388 66,505 26,759 52 Irvine-North 1,510 387 12,820 4,109 14,667 4,762 14,812 4,921 31,177 11,850 53 Irvine-East Ind. 0 0 0 0 0 0 0 0 0 0 54 MCAS 8,534 1,356 8,534 1,356 8,534 1,356 8,534 1,356 8,534 1,356 55 SiIverado-Modj> 1,138 528 1,830 861 2,284 1,075 2,588 1,228 3,003 1,535 56 Saddleback 22 8 2,279 730 4,709 1,521 9,015 3,032 21,039 7,280 57 El Toro 12,942 4,541 21,206 7,825 21 ,346 7,965 21,421 8,065 21,993 8,200 58 Mission Viejo 42,279 13,336 65,641 21,026 71 ,702 23,734 75,275 26,407 82,984 30,440 59 So County Cynso 1,333 313 2,485 654 3,415 1,059. 5,376 1,629 9,990 3,108 60 Ortega 468 194 1,396 604 1,901 846 2,277 1,039 2,946 1,437 61 Laguna Beach 17,717 9,347 18,668 9,877 19,006 10,003 19,817 10,405 23,411 12,300 62 Laguna Hills 24,792 14,534 30,337 17,620 32,335 18,769 33,698 19,521 36,612 21,015 63 Moulton 1,344 442 6,454 2,145 11,427 3,900 16,426 5,700 29,497 10,607 64 Laguna Niguel 13,039 5,377 19,423 7,963 21,953 9,217 24,911 10,541 31,684 13,935 65 South Laguna 4,169 2,578 4,033 2,705 4,063 2,738 4,044 2,758 4,073 2,807 66 Dana Point 4,127 2,186 5,270 2,788 5,562 2,998 5,709 3,131 6,222 3,353 67 Capistrano Beach 4,151 1,982 4,846 2,307 4,804 2,320 4,869 2,376 5,473 2,612 68 San Juan Capistrano 17,442 6,953 24,156 9,398 25,749 10,098 27,183 10,775 30,164 12,577 69 San Clemente 19,967 9,805 253,726 123,797 27,855 13,857 30,047 15,093 33,749 17,894 COUNTY TOTALS 1,722,094 621,431 1,936,600 724,000 2,027,000 766,400 2,114,900 809,500 2,323,000 917,300 *1976 dwelling unit figures presented here are based on actual counts, which may differ from the figures presented in the 1977-78 Report on the State of the County, Volume 7, in which estimates were provided for cities not participating in the 1976 Special Census. 69 i TABLE A:3 ORANGE COUNTY REGIONAL STATISTICAL AREA POPULATION PROJECTIONS Regional Statistical Area January 1976 July 1980 July 1982 July 1984 July 1989 A 157,494 169,405 174,082 178,890 190,465 B 89,222 126,203 135,762 145,419 168,957 C 58,182 94,837 105,357 115,952 141,955 D 106,764 138,913 152,754 166,704 200,885 E 30,661 58,890 71 ,570 78,866 107,644 F 161,080 179,496 189,997 202,402 222,495 G 343,427 360,143 371,417 382,973 410,270 H 325,232 329,004 337,507 356,266 366,719 I 296,823 321,245 328,188 334,051 345,391 J 153,209 158,464 160,366 163,377 168,219 COUNTY TOTAL 1,722,094 1,936,600 2,027,000 2,114,900 2,323,000 70 TABLE A : 4 ORANGE COUNTY SHERIFF ' S SERVICE AREA POPULATION : 1980 To 1989 July 1980 July 1982 July 1984 July 1989 Dwelling Dwelling Dwelling Dwelling Pop . Units Pop . Units Pop . Units Pop . Units South 196 , 527 76 ,974 218 ,303 86 ,495 239 ,706 96 ,372 272 , 295 118 ,880 North 103 , 971 35 , 149 107 , 785 36 ,688 111 ,631 38 , 163 120 ,440 42 , 249 TOTAL 300 ,498 112 , 123 326 ,088 123 , 183 351 ,337 134 , 535 392 ,735 161 , 129 TABLE A : 5 ORANGE COUNTY FIRE PROTECTION SERVICE AREA POPULATION : 1980 To 1989 July 1980 July 1982 July 1984 July 1989 Dwelling Dwelling Dwelling Dwelliny Pop . Units Pop . Units Pop . Units Pop . Units TOTAL 538 ,983 191 , 539 576 ,884 211 ,632 619 ,749 231 ,805 693 ,959 284 , 741 TABLE A : 6 ORANGE COUNTY HUMAN SERVICES AREA POPULATION : 1980 To 1989 July 1980 July 1982 July 1984 July 1989 Dwelling Dwelling Dwelling Dwelling Pop . Units Pop . Units Pop . Units Pop . Units I . East Central 362 ,443 131 ,914 375 ,095 137 ,393 388 , 131 143 ,329 419 ,350 160 ,276 II . North 548 ,631 199 ,971 566 ,607 210 ,094 585 ,507 220 ,240 629 ,665 244 ,272 III . South 472 , 136 194 ,000 519 ,678 213 ,600 563 ,924 233 ,600 672 ,979 284 ,300 IV . West 553 ,390 198 , 115 565 ,620 205 ,313 577 ,338 212 ,331 601 ,006 228 ,452 TOTAL 1 ,936 ,600 724 ,000 2 ,027 ,000 766 ,400 2 , 114 ,900 809 ,500 2 ,323 ,000 917 ,300 71 FIGURE A:1 ORANGE COUNTY POPULATION GROWTH: 1900 TO 2000 3,000 ,1 2,500 Q� 414* 2,000 N C [C y 7 0 L 0 1,500 a J a. O d 1,000 500 0 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000 k YEAR Source: Historical Data: U.S. Bureau of Census; Projections: State Department of Finance. 72 I 6861 6861 b861 b861 W Z861 Z861 0861 0861 9L61 9L61 6861 e 'tlP6961 m„ . .ru._,.,...'... b861 I! ail: b861 Z86 V I j. • 1 .. 1., II vi11A _..»... Tsai� j,� �'' 0861 , ,,t r,131<, ,III!;;'11,3ffid rrl.1,, tl 0861 TI I''q, lit t� 9L61Til lil+r Y����Hlyl'ih!'I''�'II19illill�' 9L61 z _O H U LLI O crM k Q6861P=' ' •r, 6861 b861 1 �Y b861 Jf Z861 „Iffi, Z861 0861 ° 0861 y N Cn 9L61 �11)jll;!91'1�3i�ail i,�, I, 7 gl1111�3,�•`. y,lir� 9L61 Q LU Q M O � � � N U- Q z O CD La � 6861 ��.,�, � �.:, 6861 z b861 u E ii " , b86L U Z861W. iw ,=y Z861 LU ^ C7 0861 y, x .,. 0861 z C 3I] .:�F1 9L61 3�s�u,ay,...._:-1Y '�tl,..ardir'„Sa'4,3, ,�.�P clw:.a.> 9L61 686LJ � 6861 d b861 t ; y . b861 0 ?" Z861 LL Z861 R 0861 «- >•;: 0861 9L61 9L61 c 0 f.0 m C O O O O O O O O O O O O a� O Q CD CD O O CD CD O cm cm i CD CD O CDC Q O O O O O -� o 0 0 0 CD o 0 0 0 0 0 d � CD M ON O^ d � CD CD M CD O cn a a MAP A : 1 ORANGE COUNTY CENSUS TRACTS CENSUS TRACTS P \tppu 1\0. ppp p 1 \y0 M1d' 9 h0\ \q0 O\ 1 O\ \p \h \ O 1\1 Op 01 1 ♦ 101' O\ \\y. -0 q. O \ \\ 01 oM1 ebP 3 O\ \1 \\b o e°� 1610 Op 1y6 d \ ` qbP' 9 1 PM1 1y0. M1 °p66 01 161 °\ O\ ' 1hq 01 O\A yq Ob M1yM1 1yb. y1p. \\060 \ObO,s ♦ ab 0 � q1p bfo 16\O\ 1yg0'1, 1y10 y101 O O O \ bq.ry aql\1 .y 01\ P O\ 160 1hp.'I. y0\ 01 \ q \O 1y 9 1y 1yy. \\Oy \OPO °♦ 61 O\ O 1yp1 1`�PO O\ \\O�O'L Oh\\OPO bbe 011 101q 61601 °� °.s 1yg0 1%I' -Alp y1p01 \On' \03 01 ♦y01 °O\ 1y\ , 01 01' g1'00 \\O O\O� eM1 001 O\ ° gg00 0°j q, O\O °M1 q0\ \\ 01 001 °♦ 00\O qe0 bbgp 00q qq1' 01 \O\ \\O Op 9°j1 \ \00o Oq o\\\OOOP °° qqa ., qq O\ g10h 1P\py q0\ 6160 IJI* Oq °°°M1 qq1 1 9 100 69 \\00 p\ O\ co O qq qqq ol° q°'b qq1 Oq q1'�q 616 1 h 9q1 O\ 6°'q ` 61 303 ggb09 °yo°� q0, ggp0\ �M1` qq1: 690 00,L♦A9 o p1 pb Oq 0°' ' ♦° pP O°' 01 qqP h 0, 491' °yM1° OP ♦ d. AM1°` ° 1 \O\ P1\. °p qq qq qq.�,. y b ° y00 %160 p1 q� \ 6 O q ggh0\ a d gpOq q \b` 63003♦ bg00\ 110\ p1gOP q ti POq °y 9q qq�0\ qq1 q11\ 0 bjP 61 , p1\O O O q bOq 1\.'f \ 01 �0 gg11 qb. P i 74 I MAP A: 2 ORANGE COUNTY CONBIUNITY ANALYSIS AREAS 1 � I 01-1�1 paps` 1� i Sip E, S I O� ° �1 pQSO ``��� sp�p .3% o b9, s p 1 �, QJ so �► a F�° O asp p`aJP G°�p ll a° �oof°�� bh ap P4'� 75 MAP A :3 ORANGE COUNTY COMMUNITY ANALYSIS AREA POPULATION : 1982 TOTAL POPULATION BASE YEAR 1976 (TOP NUMBERS) PROJECTED YEAR 1982 (BOTTOM NUMBER) CAA IDENTIFICATION NUMBER 3p 1p O po,13 % O �13'1 tit 9rc titi O rppp 1� coo 1�tip O pp� 1% CIO 3 0 ptil p `L 1��tip ,�� �p ��p ptioo tit 3��ti0 pp1 tit hpD O h� O 100ti ��,�oo y1 �ti tiAc' 5 01 ti� pp h� pp �p 1��`L51 tip 0CIO 10ti ti� 1�pti ��� \°� c�`l, `1`L (0, Off`Zc), �� O� g`l'' 1' 0� R) pp4' ti� c�q,1 1p ��O' ;�cl 0�01�c� Op ti0 tit ti� 1 O 1ti 50 Op�p o O ti0 .�, �ti1 11`b' 1ti' S1 `Ll°'1,11 �1 1tipp p30 O ti151� coo rc r, 3 O 11 O O 3, pc,3 ti O �p1 r 1� ti�ti, N o�n' tit a �, 76 MAP A:4 ORANGE COUNTY POPULATION CHANGE : 1976 TO 1982 0-3,000 6,000-9,000 ® 3,000-6,000 El 9,000- 12,000 12,000 AND ABOVE 10 O hh O i 1% O O O 11 �O X. �ti h� h0 O ti� O h1 O tip` 00 �O 0 , .......... . 00 h g1 � O 6 O Oh o� 00 Oh c�1 77 i I i MAP A: 5 ORANGE COUNTY COMMUNITY ANALYSIS AREA POPULATION : 1984 TOTAL POPULATION BASE YEAR 1976 (TOP NUMBER) PROJECTED YEAR 1984 (BOTTOM NUMBER) p po�1 Ol CAA IDENTIFICATION NUMBER 1� ti 1�Op 1p1 p13 p0 13 1� 5� O% 1C�p 0 O�10o � ti33 tit ti1 , � - ��' tic O O 51 O pti, Oti 1 ' p`l'ti �� titi 33 � �p, 0 tit 1�O q,5 ,�c,, htip� 0% ti 3p 01 1°' gyp, 1pp 00, O �O ti hti, p o1 �;'1`L �� 5� `b' h1 ���ti tit�1� °�3`' hti ti� �� ° 1�ti oti 1h, 0, %p 1% C, `'O' 1ti1 tit ' O p�1�l, O ;cob`N<k� ,��, tip Oti 311ti pp O , A%\ 0� 1 03 1ti' p3o, 1 1 1 o �3I Cti% o� ��pti a ek6 ti �� ti3o pp1 NR0 N, 66 10po� ti 78 1 I MAP A:6 ORANGE COUNTY POPULATION CHANGE: 1976 TO 1984 0 -6,000 El 12,000- 18,000 ® 6,000- 12,000 18,000-24,000 24,000 AND ABOVE 00 �I O O I `L hh O 1 O O 1 O h0 O O�6 ti0 �O •h,�•. . h0 �h 00 O tih h� h0 4 � 1 4 1 R 1 O I O O ti 1 'L 0 O h 0 O O ti O O O� •0 O 1 ti O O � h ph 60 �' hh 06 79 MAP A : 7 ORANGE COUNTY COMMUNITY ANALYSIS AREA POPULATION : 1989 TOTAL POPULATION BASE YEAR 1976 (TOP NUMBER) PROJECTED YEAR 1989 (BOTTOM NUMBER) IOCAA IDENTIFICATION NUMBER OOO % 5� coO 1�p1o� 3�1� 31�3 Opt O''' ti� phO�`' O�p3 pOo` 1 C�L1 ,5 �p0 O 3p;L�cb3 1 11`l, ;'co 'AL 010 Op �`��°p5 3 ti6 ��1p O ti 1 h 11 p�O ry 5po`p O �� o tiOpti�'ti1 �� ti3 O 1Npp p�3 O �°� ti O 3 pO Nr ' g 1% � pgo�1� ti tiO0� c,5 1 O O `L �1`L 1 pO `L , �� �o ti tit ' SO �ti O g O 5p N OOP 'L Op, Op 011 00 �`� O1 ti ti O %N, 5 tip h�Op ti�'O5 '� �h515 �y pti `° 1ti1 n,1 h tiO 10`' 1 51 O 1 1 10 t6 O a p3, 30 1`L�`'o' J �N1010 ( , VC'5' O 80 MAP A :8 ORANGE COUNTY POPULATION CHANGE: 1976 TO 1989 0-9,000 18,000-27,000 ® 9,000- 18,000 Ej 27,000-36,000 36,000 AND ABOVE i Oti O 5p O O O O 0 0 6 O O 0 5 0 O 0. 0 ti h 6 O O 0 5 O 1 ti 0 O ti O O ti p � h 0 O 1 O 0 O O O O ti 0 0No, Itu 0 0 1 O O ti 0 0 : 6 � O 5 0 6 ti O 00 O Oy 0 66 81 AP A : 10 ORANGE COUNTY REGIONAL STATISTICAL AREA POPULATION PROJECTIONS 1976 - 89,222 1980 - 126,203 1982 - 135,762 1984 - 145,419 1989 - 168,957 A 1976 - 157,494 1980 - 169,405 1982 - 174,082 1984 - 178,890 j 1989 - 190,465 G E c 1976 - 30,661 1976 - 58,182 1976 - 343,427 71 1980 _ 360 143 1980 - 58,890 1980 - 94,837 H1982 360,143 1982 - 71,570 1982 - 105,357 417 1984 - 382,973 1984 - 78,866 1984 - 115,952 ! \ 1976 - 325,232 1989 - 410,270 1989 - 107,644 1989 - 141,955 1980 - 329,004 1982 - 337,507 1984 - 356,266 1976 - 153,909 1989 - 366,719 1980 - 158,464 1982 - 160,366 1984 - 163,377 1989 - 168,219 1976 - 161,080 1976 - 106,764 1976 - 296,823 1980 - 179,496 1980 - 138,913 1980 - 321,245 1982 - 189,997 1982 - 152,754 1982 - 328,188 1984- 202,402 1984 - 166,704 1984 - 334,051 1989 - 222,495 1989 - 200,885 1989 - 345,391 83