Finance and Management Committee
November 14, 2023
AGENDA REPORT
TO: Jestin D. Johnson FROM: Erin Roseman,
City Administrator Director of Finance
SUBJECT: Status of Measure KK Projects and
Expenditures Update for the Quarter
ending June 30, 2023
DATE: October 16, 2023
City Administrator Approval Date:
RECOMMENDATION
Staff Recommends That The City Council Receive An Informational Report On Measure KK Projects And Expenditures Update For The Quarter That Ended On June 30, 2023.
EXECUTIVE SUMMARY
The purpose of this informational report is to provide City Council with a status update on Measure KK projects and expenditures as of June 30, 2023. Per Ordinance No. 13403 C.M.S., staff is required to bring forth a report to the City Council on a semiannual basis on expenditures and programs related to the bonds.
On November 8, 2016, the City of Oakland (the “City”) received voter approval authorizing the City to issue $600 million in general obligation bonds to fund various City infrastructure and affordable housing projects (“Measure KK”). On November 29, 2016, the Affordable Housing and Infrastructure Bond Law (the “Bond Act”) was added to the Oakland Municipal Code as Chapter 4.54 to accommodate the issuance of these Bonds.
Bond Authorization
Table 1: Measure KK Bond authorization Figures January 1, 2017 – June 30, 2023 Measure KK Bond Authorization and Bond Issuance
Project Category Total Bond
Authorization
Bonds Issued as of
June 30, 2023
Remaining
Authorization
Streets and Roads Projects $350,000,000 $281,464,200 $68,535,800 Facilities Projects $150,000,000 $137,754,125 $12,245,875 Anti-Displacement and Affordable
Housing Preservation Projects $100,000,000 $100,000,000 $0 Totals $600,000,000 $519,218,325 $80,781,675
% of Bond Authorization 87% 13%
Oct 30, 2023
Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 2
Finance and Management Committee
November 14, 2023
Per Measure KK, the bonds may be issued to fund projects in the amounts outlined in Table 1.
Through June 30, 2023, the City had issued an authorized total of $519,218,000, or 87%, in Measure KK General Obligation bonds to date. After the issuance of the upcoming Series 2023D (tax-exempt), the remaining authorization under Measure KK is estimated to be $28,575,000. All the $519,218,325 has been authorized by Resolution Nos. 86773 C.M.S, 86774 C.M.S, 86814 C.M.S, 86815 C.M.S, 86816 C.M.S, 86817 C.M.S, 87980 C.M.S, 87981 C.M.S, 87989 C.M.S, 89020 C.M.S, 89021 C.M.S, and Ordinance No. 13670 C.M.S to authorize specific projects or programs in conjunction with the bond issuance.
Bond Proceeds Budgeted
Table 2: Measure KK Funded Projects/Programs Status and Expenditures (January 1, 2017 – June 30, 2023)
Measure KK Bond Proceeds Budgeted as of June 30, 2023
Department / Total
Measure KK Funding
Total Measure
KK Budgeted*
Funds Spent Funds
Encumbered
Funds
available
Streets and Roads
($350m) $297,329,500 $177,620,680 $34,132,734 $41,343,389 Facilities ($150m) $116,737,125 $30,578,538 $10,762,071 $86,158,587 Anti-Displacement and
Affordable Housing
Preservation Projects
($100m)
$100,000,000
$78,840,278
$21,173,969
$0
Subtotals $514,066,625 $286,943,252 $66,068,774 $160,972,602 % of Bond Authorization 86% 48% 11% 27%
*Does not include Measure KK Series 2023D or U Series 2023A-1/A-2 Bonds issuance of $165 million
A total of $286,943,252 of bond proceeds have been spent as of June 30, 2023, and $66,068,774 of funds were encumbered as of June 30, 2023. In total, 69% of the budgeted amounts had been spent or encumbered as of June 30, 2023, although the percentages vary by reported Department. A summary of expenditures of Measure KK funded projects or programs is outlined in Table 2.
Each project and program funded with Measure KK funds have been brought to the Council and approved in the City’s biennial budgeting process in June 2023. Projects and program summaries are detailed below.
BACKGROUND / LEGISLATIVE HISTORY
On November 8, 2016, more than two-thirds of the qualified voters of the City approved Measure KK, authorizing the City to issue $600 million general obligation bonds “to improve public safety and invest in neighborhoods throughout Oakland by re-paving streets to remove potholes, rebuilding cracked and deteriorating sidewalks, funding bicycle and pedestrian safety Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 3
Finance and Management Committee
November 14, 2023
improvements, funding affordable housing for Oaklanders, and providing funds for facility improvements, such as neighborhood recreation centers, playgrounds, and libraries.”
Measure KK Allowable Uses
Table 3: Measure KK funded Projects/Program Type and Examples Measure KK Allowable Uses
Project/Program Type Examples
Streets and Road Projects Street paving and reconstruction, bicycle and pedestrian improvements, bikeways, city sidewalks, paths, stairs,
streetscape, curb ramps, and traffic calming
improvements.
Facilities Projects Real property improvements to Fire, Police, Library, Parks/Recreation and Human Services Facilities, and
Water, Energy, and Seismic Improvements consistent
with the City’s Energy and Climate Action Plan.
Anti-Displacement and Affordable
Housing Preservation Projects
Acquisition, rehabilitation, or new construction of
affordable housing as set forth in the City’s Affordable Bond Law Ordinance.
Per Measure KK, projects to be funded with the bonds fell under three categories: Streets and Roads Projects, Facilities Projects, and Anti-Displacement and Affordable Housing Preservation Projects. Table 3 outlines example projects and programs to be funded.
ANALYSIS AND POLICY ALTERNATIVES
Measure KK funded projects and programs have been completed by the Departments of Transportation, Oakland Public Works, and Housing and Community Development. The following updates of Measure KK funded projects and programs reflect the most recent information available for the fourth quarter of Fiscal Year 2023 through June 30, 2023.
Streets And Roads Programs
Streets and road projects managed by the Department of Transportation are administered through five programs: Paving Program, Complete Streets Capital Funding program, Americans with Disabilities Act (ADA) Curb Ramps, Sidewalk Reconstruction, and Neighborhood Traffic Safety/Safe Routes to Schools.
Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 4
Finance and Management Committee
November 14, 2023
Table 4: Total Measure KK Funding - Streets and Roads (January 1, 2017 – June 30, 2023) Streets and Roads Expenditure Status
Funds /
Programs
Total
Budgeted
Funds
Funds
Spent
Funds
Encumbered
Funds
Available as of
June 30, 2023
Paving Program $221,499,500 $141,514,533 $21,568,474 $15,803,143 Complete Streets $47,730,000 $16,622,383 $12,163,082 $17,236,120 ADA Curb Ramps $13,600,000 $7,393,346 $325,638 $5,569,935 Sidewalk
Reconstruction $8,000,000 $7,314,836 $25,695 $155,516
Neighborhood Traffic
Safety / Safe Routes to
Schools
$6,500,000
$4,775,583
$49,845
$2,578,676
Subtotals $297,329,500 $177,620,680 $34,132,734 $41,343,389 % of Bond
Authorization 85% 51% 10% 12%
Table 4 details the summary of all Measure KK funds that have been budgeted, spent, and encumbered across all Streets and Road Programs from the first Measure KK bond issuance in 2017 until the end of the fourth quarter of Fiscal Year 2023.
Paving Program
Of the total $350 million of Measure KK bonds authorized and allocated to Streets and Roads Projects, $221.5 million has been budgeted and is dedicated to street repaving. In 2016, at the passage of Measure KK, only 15% of local neighborhood streets were rated as in good or excellent condition. In 2021, 28% of local neighborhood streets were rated as in good or excellent condition, an increase of 13%. Between July 1, 2017, and June 30, 2023, 182 centerline miles were repaved. 98% were funded with Measure KK dollars. The remaining 2% consists of $3.8 million from One Bay Area Grant and a small proportion of Measure BB funding. Table 5 displays the number of centerline miles repaved annually since the passage of Measure KK in 2016.
Table 5: Measure KK funded paved centerline miles January 1, 2017 – June 30, 2023 Fiscal Year Miles Paved Goal Miles Completed
FY 2017-18 N/A 16
FY 2018-19 N/A 23
FY 2019-20 30 32
FY 2020-21 40 46
FY 2021-22 55 43
FY 2022-23 55 22
TOTALS 180 182
Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 5
Finance and Management Committee
November 14, 2023
Complete Streets Capital – Matching Grant Program
$47 million of Measure KK funds has been budgeted towards the Complete Streets Capital program. This program funds transportation safety improvements across the City, including new bike lanes, traffic signal upgrades, sidewalk extensions, and other traffic calming improvements.
The Complete Streets category is largely used for local match to secure outside grants. As of 2023, the program has successfully leveraged more than $100M in local, regional, state, and federal grants. To date, OakDOT has completed 13 complete street projects, with an additional 22 projects at various stages of the planning, design, and construction process. A map and project list of 2023-25 Complete Streets Capital Projects can be seen in Attachment A.
Americans With Disabilities Act (ADA) Curb Ramps
A total of $13,600,000 in Measure KK funding has been budgeted for the ADA Curb Ramps program. These programs fund the installation and construction of curb ramps throughout the City’s public right of way to ensure compliance with the federal Americans with Disabilities Act.
Curb ramps installed through this program follow the City’s adopted ADA Prioritization Plan.
Curb ramps are also installed by the paving program as part of paving as detailed in the category above, and through major capital projects. The following chart displays the approximate number of curb ramps installed through the ADA Curb Ramps program and the Paving Program/other capital projects.
Table 6: Measure KK-funded Curb Ramps Completed Citywide January 1, 2017 – June 30, 2023
Fiscal Year ADA Curb Ramp
Program
Paving
Program/Other Total
FY 17-18 69 161 230
FY 18-19 68 160 228
FY 19-20* 231 770 1100
FY 20-21 108 251 359
FY 21-22 180 419 599
FY 22-23 61 141 202
TOTALS 717 1902 2718
*Data pulled from Cityworks in August 2023. Data is approximate. While most curb ramps were completed using Measure KK, a small proportion may have been completed using other funds. FY 19-20 total excludes 449 curb ramps constructed as part of the International BRT project.
Sidewalk Reconstruction
A total of $8,000,000 in Measure KK funding has been budgeted for the sidewalk program. The Sidewalk Reconstruction program addresses sidewalk damage at City facilities and sidewalk damage from official trees. The chart below represents the approximate square footage of sidewalk reconstruction completed with Measure KK funds from January 1, 2017 – June 30, 2023.
Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 6
Finance and Management Committee
November 14, 2023
Table 7: Measure KK Funded Sidewalk Reconstruction Measure KK Funds (in square feet)*
Fiscal Year Completed Sidewalk
Reconstruction by Square
Feet
FY 17-18 N/A
FY 18-19 N/A
FY 19-20 37,709
FY 20-21 44,364
FY 21-22 205,198
FY 22-23 99,579
*Numbers are approximate. Excludes roughly 10% of total square footage not constructed using Measure KK funds. Includes sidewalk reconstruction by city contractors and OakDOT staff. Excludes private sidewalk reconstruction.
Neighborhood Traffic Safety – Safe Routes to School
A total of $6,500,000 in Measure KK funding has been budgeted for the Neighborhood Traffic Safety Program. The Neighborhood Traffic Safety – Safe Routes to School program funds traffic improvement capital projects in and around Oakland schools. From January 1, 2017, to June 30, 2023, eight major safety improvement projects have been completed at eight schools across Oakland, including new sidewalks, bulb-outs, signal upgrades, curb ramps, and high visibility crosswalks through the Neighborhood Traffic Safety – Safe Routes to School program. $7 million was spent on these completed projects, of which $4.8 million came from Measure KK funds. Of the 8 completed projects, Measure KK funding leveraged approximately $2.28 million in outside grants from the Active Transportation Program and the Alameda County Transportation Commission. Improvements at an additional five schools are currently in design and will be constructed with the remaining $1.7 million of Measure KK funds.
Facilities Projects
Measure KK authorized $150 million in bonds to fund capital investments in the City’s facilities.
Projects selected for funding are selected through the CIP Prioritization process and are located across the City. Facilities projects include the acquisition of or improvements to real property at City owned facilities, many of which require a feasibility study or geotechnical report, as well as a commensurate planning and design component. All projects have a planning, design, bid/award, construction, and post construction/maintenance phase, each of which can require several months or years to complete.
Due to the aging and historic nature of the City’s Facilities stock, the majority of the Measure KK funded projects require professional design, planning, environmental impact analysis, and community engagement efforts prior to the project construction phase. As a result, many Measure KK funded Facilities projects have seen multiyear project delivery timelines in the pre- construction phase. Furthermore, Staff expects construction costs to account for up to 70% of project costs. As such, Measure KK funded Facilities projects have taken longer to complete, and the available funds are higher for Facilities projects than Streets and Roads and Affordable Housing/Anti-Displacement projects.
Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 7
Finance and Management Committee
November 14, 2023
Measure KK bond ordinance language defined the funding for Citywide facilities as follows:
Table 8: Measure KK Facilities Projects Bond Authorization by Department Departmental Facilities Projects Bond Authorization Amount Libraries $15,000,000
Parks, Recreation, and Human Services Facilities $35,000,000 Fire Facilities $40,000,000
Police Facilities $40,000,000
Water, Energy, and Seismic improvements consistent with the City’s Energy and Climate Action Plan $20,000,000
Total $150,000,000
The Oakland Public Works Department (OPW) manages the delivery of the facilities projects on behalf of the other slated Departments. A total of eighty-five projects are slated to be completed or started using Measure KK funding. As of June 30, 2023, 30 projects have been completed or were under construction, and an additional 55 projects were in various other stages of predevelopment. A detailed listing is attached as Attachment D.
Total budgeted, spent, and encumbered funds across each Department are summarized in Table 9 below:
Table 9: Total Facilities Measure KK Funding (January 1, 2017 – June 30, 2023) Facilities
Category
Measure KK
Bond
Ordinance
Authorization
Total
Budgeted
Funds
Funds
Spent
Funds
Encumbered
Funds
Available as
of June 30,
2023
Library $15,000,000 $13,800,000 $2,794,995 $1,400,596 $9,807,792 Parks,
Recreation &
Youth
Development /
Human
Services
$35,000,000
$35,000,000
$15,508,362
$4,153,664
$18,691,638
Fire $40,000,000 $30,350,625 $5,891,750 $2,987,316 $24,458,875 Police $40,000,000 $16,495,500 $1,812,007 $1,716,447 $14,683,492 Environment $20,000,000 $20,688,212 $4,571,422 $504,048 $17,716,790 TOTAL $150,000,000 $116,334,337 $30,578,538 $10,762,071 $85,358,587 % of Bond
Authorization
76% 20% 7% 57%
Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 8
Finance and Management Committee
November 14, 2023
A map of all active and completed Facilities projects that have received Measure KK funding can be seen in Attachment B and C, respectively. A detailed list of Measure KK funded projects and status can be found in Attachment D. Table 10 details Measure KK funded facilities projects by phase of completion from January 1, 2017, through June 30, 2023.
Table 10: Measure KK Funded Facilities Projects by Phase from January 1, 2017 – June 30, 2023
Phase Number of All Facilities Projects
Planning 17
Design 7
Bid/Award 11
Construction 9
Completed 21
On Hold/Reassigned 15
TOTAL 85
Library Facilities
Measure KK funding allowed for the completion of the Elmhurst Branch Library Renovation and Remodel and a project to make several improvements to the Main Library. The Elmhurst Branch Library Renovation and Remodel project brought new single-stall,gender accessible restrooms, ADA accessibility improvements, an upgraded Heating Ventilation and Air Conditioning (HVAC) system, and electric water heaters to make the building fully electric. Three additional library renovation projects are currently in the planning phase, one is in the design stage, four were at the Bid/Award stage, and none were under construction as of June 30, 2023. Six projects were on hold, or their funds had been reassigned to other library projects.
Table 11: Measure KK Funded Library Facilities Projects January 1, 2017 – June 30, 2023 Phase Number of Library Facilities
Projects
Planning 3
Design 1
Bid/Award 4
Construction 0
Completed 2
On Hold/Reassigned 6
TOTAL 16
Parks, Recreation & Youth Development / Human Services
Since 2016, several Parks, Recreation, and Youth Development/Human Services (OPRYD/DHS) facilities have been completed with Measure KK funding. Thirteen projects have Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 9
Finance and Management Committee
November 14, 2023
been completed, including several athletic facilities across the City’s parks. Four projects were under construction, four were in the bid/award phase, five were in the planning phase, and three were in the design phase as of June 30, 2023.
Table 12: Measure KK Funded OPRYD/DHS Facilities Projects January 1, 2017 – June 30, 2023
Phase Number of OPRYD/DHS Facilities
Projects
Planning 5
Design 3
Bid/Award 4
Construction 3
Completed 13
On Hold/Reassigned 1
TOTAL 29
Fire Facilities
Three major fire station projects have been completed, including dormitory renovations at four stations, replacement and repair of concrete aprons, sidewalks, and pavement at five different stations, roof replacements at four different fire stations, and replacement of apparatus bay doors at eight fire stations. Two projects are in design at Fire Station #29 and #4, and five additional projects are in the planning or assigned phase. Projects include building improvements, replacement, structural assessments, repaving, and building shell repair.
Table 13: Measure KK Funded Fire Facilities Projects January 1, 2017 – June 30, 2023 Phase Number of Fire Facilities Projects
Planning 4
Design 2
Bid/Award 0
Construction 1
Completed 3
On Hold/Reassigned 2
TOTAL 12
Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 10
Finance and Management Committee
November 14, 2023
Police Facilities
Two critical projects to improve the aging Police Administration Building (PAB) have been completed with Measure KK funds, including a major feasibility study and a replacement of the Automatic Transfer Switch and two emergency generators at the building. As of June 30, 2023, one project was in the planning phases, and two were under construction.
Table 14: Measure KK Funded Police Facilities Projects January 1, 2017 – June 30, 2023 Phase Number of Police Facilities Projects
Planning 1
Design 0
Bid/Award 0
Construction 2
Completed 1
On Hold/Reassigned 5
TOTAL 9
Environment – Water, Energy and Seismic
Two projects were completed, including replacing the Oakland Animal Shelter HVAC and Emergency Management System. Four projects were in the planning phases, one in the design phases, two in the Bid/Award stage, and three were under construction as of June 30, 2023.
Projects include updates to senior centers, floor replacements and drainage improvements, and lighting and electricity upgrades to several aging City recreation center facilities.
Table 15: Measure KK Funded Environment Facilities Projects January 1, 2017 – June 30, 2023
Phase Number of Environment Facilities
Projects
Planning 4
Design 1
Bid/Award 2
Construction 3
Completed 2
On Hold/Reassigned 4
TOTAL 16
Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 11
Finance and Management Committee
November 14, 2023
Anti-Displacement And Affordable Housing Preservation Projects
Since 2017, Measure KK has funded $100 million for affordable housing projects administered through the Housing and Community Development Department (HCD). Funding has been made via the City’s competitive ‘Notices of Funding Availability (NOFA)’ processes, consistent with State and Federal affordable housing development funding opportunities.1 In addition to the $100 million in Measure KK funding, HCD leveraged over $25 million in outside funding for new construction affordable housing projects, or $60,190 per unit. HCD also leveraged Measure KK funds for the Acquisition and Conversion to Affordable Housing (ACAH) and Housing Rehabilitation and Preservation programs, receiving approximately $85 million in outside funding or $202,410 per affordable housing unit.
Table 16: Total Anti-Displacement and Affordable Housing Preservation Projects Measure KK Funding (January 1, 2017 – June 30, 2023)
Funds /
Programs
Total Budgeted
Funds
Funds
Spent
Funds
Encumbered
Funds
available as
of June 30,
2023
1-4 Unit Programs $1,500,000 $1,050,000 $450,000 $0
Site Acquisition Program $15,649,150 $15,649,150 $0 $0
Acquisition and
Conversion to Affordable
Housing
$34,844,558
$23,794,566
$11,049,992
$0
Homekey / Acquisition of
Transitional Housing
Facility
$11,482,392
$11,475,822
$6,570
$0
Housing Rehabilitation
and Preservation
(Existing Restricted
Affordable Housing)
$25,084,000
$17,115,174
$7,968,826
$0
New Construction of
Affordable Housing
$6,319,900
$6,160,424
$159,476
$0
Administration $5,000,000 $3,475,142 $1,524,858 $0
Bond Issuance Fees
$120,000
$120,000
$0
$0
TOTALS $100,000,000 $78,840,278 $21,159,722 $0
% of Bond Authorization 100% 79% 21%
Measure KK funds, leveraged with outside funds such as Alameda County’s Measure A1, have produced the following affordable housing projects located across all City districts in Oakland.
See Attachments E and F for a detailed map and list of affordable housing project locations and types that have received Measure KK funding.
1 U.S. Housing and Urban Development Department, processes and procedures Chapter 3 NOFA Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 12
Finance and Management Committee
November 14, 2023
Table 17: Anti-Displacement and Affordable Housing Projects by Type Funded with Measure KK Funds (January 1, 2017 – June 30, 2023)
Type # of Projects /
Developments
Affordable Units Status of Projects as
of June 30, 2023
New Construction 10 721 5 completed, 4 under
construction, 1 in
predevelopment
Acquisition and
Conversion to Affordable
Housing
17 420 Variable stages of
development*
Rehabilitation 64 420 3 completed; 3 in
predevelopment
Homekey/Acquisition of
Transitional Housing
Facility
3 152 3 transitional housing
projects completed
Totals 94 1713 11 completed, 4 under
construction, and 4 in
predevelopment
*Some projects were originally awarded under the Measure KK Site Acquisition Program.
New Construction Of Affordable Housing: After an initial promising start during which the City was able to use Measure KK resources to move developments forward quickly by leveraging substantial County Measure A1 Bond funding and State Housing and Community Development and tax credit resources, five projects quickly started construction. Although later projects faced a tightening of resources at the State tax credit level due to scoring for “High Resource Areas” that disadvantaged much of Oakland, all but one of the remaining projects are now under construction. The final project in predevelopment has a pending tax credit application in August 2023, and if successful (more hopeful in 2023 than it would have been in 2021-2022), it will start construction in mid-2024.
Acquisition And Conversion To Affordable Housing (ACAH): The ACAH program has, through three funding rounds, supported the acquisition and conversion to affordable housing of a large number of smaller existing properties whose residents are vulnerable to displacement pressures, either due to the conditions in their buildings, or their neighborhoods. The program also has had set-asides for cooperatives and community land trusts. After two funding rounds, staff and developers realized that developments needed additional funding for successful rehabilitations, and the loan limits were raised in the FY 2022-23 ACAH NOFA round, including for previously awarded projects. Nine projects applied to the NOFA for additional funding, and seven anticipate construction loan closings in late 2024 and early 2024.
Rehabilitation of Existing Restricted Affordable Housing: Approximately half of the projects also got off to a good start in leveraging tax credits at the State level. When those also dried up at the State level, that left remaining projects needing to re-tool since there are relatively few funding sources for the rehabilitation of existing affordable housing, and rising interest rates and Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 13
Finance and Management Committee
November 14, 2023
construction costs require property owners to scale back rehabilitation scope or seek additional sources. HCD staff is in communication with the remaining project proponents to figure out potential avenues for successful rehabilitation.
Homekey/Acquisition of Transitional Housing Facility: The Homekey/Transitional Housing projects funded by Measure KK bonds are well underway/completed, although the City has continued to fund additional Homekey projects supporting the reduction of homelessness with other funding sources.
FISCAL IMPACT
This item is for informational purposes only and does not have a direct fiscal impact or cost.
PUBLIC OUTREACH / INTEREST
This item did not require public outreach outside of posting on the City’s website.
COORDINATION
This report was prepared by the Finance Department in coordination with the Department of Transportation, Oakland Public Works Department, and Department of Housing and Community Development.
SUSTAINABLE OPPORTUNITIES
Economic:
Completing Measure KK improvement and rehabilitation projects will decrease the City’s overall maintenance and operations expenditures. For example, as the City’s pavement program upgrades citywide street conditions, less repairs will be needed for the City’s automotive fleet, that is exposed to potholes and dangerous pavement conditions that cause costly repairs. As energy and operational improvements are made to older buildings and facilities, less costly one- off repairs are required for older buildings, allowing City staff to work in a more efficient and safer environment. As improvements are made to pedestrian and bicycle access routes, the City’s risk of exposure to litigation due to pedestrian accidents among unsafe streets, thoroughfares, and sidewalks will be lessened for decades to come.
Also, Measure KK projects have generated numerous construction, administrative, and professional services jobs in the City. Providing families with affordable housing helps provide financial stability for low- and moderate-income households, which could free some household income to be spent on other goods and services in Oakland. Also, providing viable housing creates activity on underutilized parcels, which could stimulate demand for goods and services in Oakland.
Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 14
Finance and Management Committee
November 14, 2023
Capital improvement projects implemented under Measure KK must comply with all Local and Small Local Business Enterprise (“L/SLBE”) and local hire programs with verification by the Department of the Workplace and Employment Standards. These efforts will ensure that local contractors are prioritized, with the expectation that their workforce staff will also be located in or near the City limits. In addition, the affordable housing fund will be utilized to fund loans for new construction, acquisition, and other projects providing affordable, deeply affordable, restricted units for extremely low to moderate income households.
Environmental:
Measure KK funded projects have led to numerous energy efficiency improvements to the City’s real property portfolio. New heating, ventilation, and air conditioning upgrades for several of the City’s facilities have led to lower operations and maintenance costs and increased energy efficiency expenditures for several decades to come. Furthermore, projects receive priority for funding partially based on their ability to achieve high scores using Leadership in Energy & Environmental Design (“LEED”) or Alameda County’s Green Point Rating system.
Transportation and public works projects that invest in sustainable infrastructure and resilience strategies also receive priority for funding.
Race and Equity:
All Measure KK funded projects (and all CIP projects selected for bond funding) are selected through a rigorous prioritization process that incorporates community and City values and offers additional social factors such as equity, economic opportunity, and public health. This process aligns all Measure KK investments with City values and priorities, emphasizing equitable and transparent decisions. When factoring in which projects are to be funded with Measure KK funds, equity factors that incorporate investments in underserved populations of Oakland are given the highest consideration, along with a public health and safety equity component.
Projects are reviewed and evaluated to determine how they meet the needs of Oakland’s most underserved communities in accordance with the bond requirements. In addition, transportation and public works projects that address safety and public health in priority communities are prioritized for funding. Equity is represented by both a standalone prioritization factor and a sub- factor identifying disparities within other prioritization factors, including Health and Safety, Existing Conditions, Environment, and Improvement.
Jestin D. Johnson, City Administrator
Subject: Status of Measure KK Projects and Expenditures Date: October 16, 2023 Page 15
Finance and Management Committee
November 14, 2023
Erin Roseman (Oct 30, 2023 13:01 PDT)
ACTION REQUESTED OF THE CITY COUNCIL
Staff recommends that the City Council receive the informational Measure KK Projects and Expenditures Update Report for the quarter that ended on June 30, 2023.
For questions, please contact Stephen Acker, Principal Budget and Management Analyst, at (510) 238-6238.
Respectfully submitted,
ERIN ROSEMAN
Director of Finance
Finance Department
Reviewed by:
G. Harold Duffey, Director, Oakland Public
Works
Fred Kelley, Director, Dept. of Transportation
Emily Weinstein, Director, Housing and
Community Development Dept.
Prepared by:
Stephen Acker, Principal Budget and
Management Analyst, Administration Bureau,
Finance Department
Attachments (6):
A. Map of Measure KK funded Complete Streets Projects Map FY 2023-25 B. Map of Active Measure KK Funded Facilities Projects as of June 30, 2023 C. Map of Completed Measure KK Funded Facilities Projects as of June 30, 2023 D. List of all Measure KK Funded Facilities Projects by Tranche and Phase as of June 30, 2023 E. Map of Measure KK Funded Anti-Displacement and Affordable Housing Projects F. List of all Anti-Displacement and Affordable Housing Measure KK Funded Projects