Finance & Management Committee
February 11, 2025
AGENDA REPORT
TO: Jestin D. Johnson FROM: Erin Roseman,
City Administrator Director of Finance
SUBJECT: Measure KK Status and Expenditures
Report Fiscal Year 2023-24
DATE: February 11, 2025
City Administrator Approval Date:
RECOMMENDATION
Staff Recommends That The City Council Receive An Informational Report On The Status Of Measure KK Projects and Expenditures For Fiscal Year Ending June 30, 2024.
EXECUTIVE SUMMARY
The purpose of this informational report is to provide City Council with a status update of Measure KK projects and expenditures through June 30, 2024. Per Ordinance No. 13403 C.M.S, staff is to bring forth a report on expenditures and programs related to the bonds to City Council semi-annually.
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.
Per Measure KK, the bonds may be issued to fund project categories in the amounts outlined in Table 1. Through June 30, 2024, the City has issued an authorized total of $566,246,500 or 94%, in Measure KK General Obligation bonds to date. After issuance of the Series 2023 bonds, the remaining authorization under Measure KK is $33,453,000. All of the $566,246,500 issued funds have been authorized by City Council Resolution to authorize specific projects or programs in conjunction with the bond issuance.
Jestin Johnson (Jan 29, 2025 10:53 PST)
Jan 29, 2025
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 2
Finance & Management Committee
February 11, 2025
Table 1: Measure KK Bond Authorization and Issuance Figures January 1, 2017 – June 30, 2024
Project Category Total Bond
Authorization
Bonds Issued as of
June 30, 2024
Remaining
Authorization
Streets and Roads
Projects
$350,000,000 $336,155,000 $13,845,000
Facilities Projects $150,000,000 $130,091,500 $19,908,500 Anti-Displacement and
Affordable Housing
Preservation Projects
$100,000,000 $100,000,000 $0
Total $600,000,000 $566,246,500 (94% of
bond authorization)
$33,753,500 (6% of
bond authorization)
Table 2: Measure KK-Funded Projects/Programs Status and Expenditures (January 1, 2017 – June 30, 2024)
Department / Total
Measure KK
Funding
Total Measure
KK Budgeted
Funds as of
06/30/24*
Funds Spent as
of Q4 FY 2024*
Funds
Encumbered*
Funds
Programmed
as of June 30,
2024
Streets and Roads
($350m)
$336,155,000 ($274,943,437) ($32,766,980) $28,444,583
Facilities
($150m)
$130,091,500 ($42,623,269) ($10,860,005) $76,608,226
Anti-Displacement
and Affordable
Housing Preservation
Projects
($100m)
$100,000,000 ($79,541,372) ($20,458,628) $0
Subtotals / % of total
Measure KK bond
authorization
$566,246,500 *
(94% of total
bond
authorization)
($397,108,078)
(66% of total
bond
authorization)
($64,085,613)
(11% of total
bond
authorization)
$105,052,809
(18% of total
bond
authorization)
*Represents funds through June 30, 2024
Each project and program funded with Measure KK funds have been brought to Council and approved in the City’s biennial budgeting process in June 2024. Projects and program summaries are detailed above.
A total of $397,108,078 of bond proceeds have been spent as of June 30, 2024, and $64,085,613 of funds were encumbered as of June 30, 2024. In total, a 77% of the budgeted amounts had been spent or encumbered and 18% of the total authorized amount had been programmed as of June 30, 2024, although the percentages vary by reported Department. A summary of expenditures of Measure KK funded projects or programs is outlined Table 2.
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 3
Finance & Management Committee
February 11, 2025
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 improvements, funding affordable housing for Oaklanders, and providing funds for facility improvements, such as, neighborhood recreation centers, playgrounds and libraries.”
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.
Table 3: Measure KK-Funded Projects/Program Type and Examples 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.
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 2024 through June 30, 2024.
STREETS AND ROADS PROGRAMS
Streets and roads projects managed by the Department of Transportation are administered through seven programs: Paving, Complete Streets Capital, Americans with Disabilities Act (ADA) Curb Ramps, Sidewalk Replacement, Neighborhood Traffic Safety/Safe Routes to Schools, Bridge Repair and Traffic Signal Management. Each program had been budgeted to receive various amounts of Measure KK funding through June 30, 2024.
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 4
Finance & Management Committee
February 11, 2025
Table 4: Total Measure KK Funding - Streets and Roads (January 1, 2017 – June 30, 2024)
Funds /
Programs
Total
Budgeted
Funds
Funds Spent
Funds
Encumbered
Funds
Programmed
as of June 30,
2024
Paving Program $245,449,500 ($222,648,877) ($18,306,624) $4,493,999 Complete Streets $53,230,000 ($26,155,133) ($13,294,600) $13,780,267 ADA Curb Ramps $15,600,000 ($10,796,488) ($227,208) $4,576,304 Sidewalk Repairs $10,000,000 ($8,826,083) ($515,789) $658,128 Neighborhood
Traffic Safety / Safe
Routes to Schools
$8,250,000
($5,148,349)
($15,777)
$3,085,874
Bridge Repair $3,000,000 ($1,368,507) ($406,982) $1,224,511 Traffic Signal
Management
$625,000
$0
$0 $625,000
Subtotals / % of
bond authorization
$336,154,500
96% of streets and
roads category KK
funding
($274,943,437)
82% of streets and
roads category KK
funding
($32,766,980)
10% of streets and
roads category KK
funding
$28,444,083
8% of streets and
roads category KK
funding
Table 4 details the summary of all Measure KK funds that have been budgeted, spent and encumbered across all Streets and Roads Programs from the first Measure KK bond issuance in 2017 until the end of the fourth quarter of Fiscal Year 2024.
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 5
Finance & Management Committee
February 11, 2025
Paving Program
Through June 30, 2024, a total of $245,449,500 of Measure KK funds had been budgeted for the paving program, and a total of 207 miles had been paved. Of the total $350 million of Measure KK funding allocated to Streets and Roads Projects, most funding is dedicated to street repaving. Since the passage of Measure KK in 2016, the City has made great strides in improving pavement condition. In 2021, 28% of local neighborhood streets were rated as in good or excellent condition, up from just 15% in 2016. Table 5 displays the number of miles paved annually since the passage of Measure KK in 2016 utilizing only KK bond funds.
Table 5: Measure KK-Funded Paved Miles January 1, 2017 – June 30, 2024 Fiscal Year Completed Paved Miles
FY 2017-18 16
FY 2018-19 23
FY 2019-20 32
FY 2020-21 46
FY 2021-22 43
FY 2022-23 20
FY 2023-24 47
TOTAL 207
Complete Streets Capital – Matching Grant Program
Through June 30, 2024, $53 million of Measure KK funds had been budgeted towards the Complete Streets Capital program, and a total of 14 projects had been completed. As of June 30, 2024, over 30 additional projects were at various stages of planning, design and construction.
The 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 2024, the program has been successful in leveraging more than $100M in local, regional, state and federal grants. A map and project list of 2024-25 Complete Streets Capital Projects can be seen in Attachment A.
Americans with Disabilities Act (ADA) Curb Ramps
A total of $15,600,000 in Measure KK funds had been budgeted towards the ADA Curb Ramps program through June 30, 2024, and a total of 717 ADA Curb Ramps were installed.
The ADA curb ramp program funds the construction and installation 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, as well as 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.
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 6
Finance & Management Committee
February 11, 2025
Table 6: Measure KK-Funded Curb Ramps Completed Citywide January 1, 2017 – June 30, 2024:
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
FY 23-24 0 1099 1099
TOTAL 717 3001 3817
*Data pulled from Cityworks in August 2024. 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 Replacements
Through June 30, 2024, a total of $10,000,000 of Measure KK funds had been budgeted for the sidewalk replacement program, and a total of 529,964 square feet of sidewalk had been replaced. The Sidewalk replacement program addresses sidewalk damage at City facilities, facilitates private property sidewalk replacements, and addresses sidewalk damage from official trees. Table 7 below represents the approximate square footage of sidewalk replacements completed with Measure KK funds from January 1, 2017 – June 30, 2024.
Table 7: Measure KK Funded Sidewalk Replacements (Square Feet)* Fiscal Year Completed Sidewalk
Replacements (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
FY 23-24 143,114
TOTAL 529,964
*Numbers are approximate. Excludes roughly 10% of total square footage not constructed using Measure KK funds. Includes sidewalk repairs by city contractors and OakDOT staff. Excludes private sidewalk repair.
Neighborhood Traffic Safety – Safe Routes to School
The Neighborhood Traffic Safety – Safe Routes to School program funds traffic improvements capital projects in and around Oakland schools. From January 1, 2017, to June 30, 2024, $8,250,000 in Measure KK funding had been budgeted for the program, and a total of eight projects were completed across Oakland.
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 7
Finance & Management Committee
February 11, 2025
The major pedestrian safety projects included new sidewalks, bulb-outs, signal upgrades, curb ramps, and high visibility crosswalks. For completed projects, Measure KK funding leveraged approximately $2.28M in outside grants from the Active Transportation Program and the Alameda County Transportation Commission.
Through the program, the following eight schools had been budgeted to receive Measure KK funding through June 30, 2024: Lincoln Elementary, Oakland International/Emerson, Yu Ming Charter, East Oakland Pride Elementary, EnCOMPASS Academy, MLK Jr. Elementary and Westlake Middle School.
Bridge Repair
Through June 30, 20224, a total of $3,000,000 of Measure KK funds had been budgeted for the Bridge Repair program. In FY 2023-24, the Leimert Bridge project received $2.5M in Measure KK funding to conduct seismic retrofits on the historic Leimert bridge which connects Park Boulevard with the Oakmore neighborhood. The project is currently in construction as of February 2025.
Traffic Signal Management
Through June 30, 20224, a total of $625,000 of Measure KK funds had been budgeted for the Traffic Signal Management program, which funds various safety, access and mobility projects citywide through the maintenance and upkeep of the city’s traffic signal management system.
Projects funded through this program include: Implementation of safety, access and mobility capital projects, including automated speed enforcement, traffic signal operation, operation and maintenance of the Intelligent Transportation System (ITS), and traffic signal upgrades and modernization, among others. In FY 2023-24, no projects had been completed; currently, there is one project under development.
FACILITIES PROJECTS
Measure KK authorized $150 million to fund capital investments to the City’s Facilities. Through June 30, 2024, $130,091,500 of Measure KK funding had been budgeted for Facilities projects, and 23 projects had been completed.
The Oakland Public Works Department manages these Facilities projects on behalf of the Oakland Police Department, Oakland Fire Department, Oakland Libraries, Oakland Parks, Recreation & Youth Development Department, and Oakland Department of Human Services.
The City of Oakland Capital Improvement Program (CIP) prioritization process determined which Facilities projects received funding from Measure KK. Funded projects range from new recreation center feasibility studies, playground upgrades, new fire stations, energy efficiency improvements to existing buildings, library remodels and other improvements. All Facilities projects have a planning, design, bid/award, construction, and post-construction/maintenance phase, each of which can require several months or years to complete, depending on the project complexity.
Of the total $150 million of Measure KK funding allocated to Facilities Projects, most funding is dedicated to Police Facilities ($40 million) and Fire Facilities ($40 million). Measure KK also allocates $35 million to Parks, Recreation and Human Services Facilities, $20 million to Water, Energy and Seismic improvements consistent with the City’s Equitable Climate Action Plan.
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 8
Finance & Management Committee
February 11, 2025
Table 8: Measure KK Facilities Projects Bond Authorization by Department Department 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 Equitable Climate Action Plan
$20,000,000
Total $150,000,000
The largest Facilities projects require years of planning, design, environmental analyses, and permitting prior to construction. As construction costs account for about 85% of total project costs, staff anticipate the bulk of Measure KK spending several years after project inception. As shown in the table below, only 35% of Measure KK Facilities funds have been spent or encumbered to advance 55 projects across the five categories reflected below. In the coming fiscal year, as more complex projects move into construction, staff anticipate significant additional bond utilization.
Total budgeted, spent and encumbered funds across each Department are summarized in Table 9 below:
Table 9: Total Facilities Project Measure KK Funding (January 1, 2017 – June 30, 2024) Facilities
Category
Measure KK
Bond
Ordinance
Authorization
Total
Budgeted
Funds
Funds
Spent
Funds
Encumbered
Funds
Programmed as
of June 30, 2024
Library $15,000,000 $15,800,788* ($4,340,423) ($2,544,398) $8,915,967 Parks,
Recreation &
Youth
Development /
Human Srvcs
$35,000,000
$44,759,521
($22,334,212)
($5,498,848)
$16,926,461
Fire $40,000,000 $40,149,004 ($7,644,244) ($1,728,347) $30,776,413 Police $40,000,000 $23,766,500 ($5,632,277) ($978,778) $17,155,445 Environment -
Water, Energy
and Seismic
Improvements
to City Facilities
$20,000,000
$5,984,099
($2,672,112)
($109,634)
$3,202,353
Totals $150,000,000 $130,459,912
87% of Facilities
category
authorization
($42,623,269)
28% of Facilities
category
authorization
($10,860,005)
7% of Facilities
category
authorization
$76,976,638
51% of Facilities
category
authorization
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 9
Finance & Management Committee
February 11, 2025
As of June 30, 2024, there were three projects within the Parks, Recreation & Youth Development/Human Services (OPRYD/HS) category that had been categorized incorrectly:
1005865 Tassafaronga, 1005866 Willie Keyes, 1003448 H Robinson. Staff have since determined that these projects will lead to either water, energy, or seismic improvements at OPRYD/HS facilities, and therefore should be better categorized under the ‘Environment – Water, Energy and Seismic Improvements to City Facilities’ category. Likewise, four projects that were initially budgeted to the ‘Library’ category will be changed to reflect their funding from the water, energy, seismic improvements category: Brookfield, Main Library, Melrose, and West Oakland Resilience Hub capital projects. These budgeted changes will be reflected in the FY 2025-27 CIP and the City’s capital budget to indicate conformance with bond ordinance requirements.
A map of all active and completed OPW 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 on Attachment D. Table 10 details Measure KK funded facilities project by phase of completion from January 1, 2017 through June 30, 2024.
Table 10: Measure KK-Funded Facilities Projects by Phase from January 1, 2017 – June 30, 2024
Phase Number of
Facilities Projects
Planning 8
Design 11
Bid/Award 1
Construction 10
Completed 23
On Hold/Reassigned 21
TOTAL 74
Library Facilities
Measure KK funding allowed for the completion of the Elmhurst Branch Library Renovation and Remodel. The Elmhurst Branch Library Renovation and Remodel project brought new single- stall all 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. Two projects at the Main Library were under construction, two library renovation projects were in the design phase, and two were in the planning phase as of June 30, 2024.
Three projects were on hold or their funds had been reassigned to other library projects.
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 10
Finance & Management Committee
February 11, 2025
Table 11: Measure KK-Funded Library Facilities Projects January 1, 2017 – June 30, 2024 Phase Number of
Library Facilities Projects
Planning 2
Design 2
Bid/Award 1
Construction 2
Completed 1
On Hold/Reassigned 3
TOTAL 11
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. Fifteen projects have been completed, including several athletic facilities across the City’s parks. Four projects were under construction, three projects were in the bid/award phase, six projects were in the design phase, and one project was in the planning phase as of June 30, 2024.
Table 12: Measure KK-Funded OPRYD/DHS Facilities Projects January 1, 2017 – June 30, 2024
Phase Number of
OPRYD/DHS Facilities Projects
Planning 3
Design 5
Bid/Award 0
Construction 3
Completed 17
On Hold/Reassigned 1
TOTAL 29
Fire Facilities
Three major fire station repair 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 Fire Station #4, and four additional projects are on hold in the pre-planning phase. Projects include building improvements, structural assessments, repaving and building shell repair.
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 11
Finance & Management Committee
February 11, 2025
Table 13: Measure KK Funded Fire Facilities Projects January 1, 2017 – June 30, 2024 Phase Number of
Fire Facilities Projects
Planning 0
Design 2
Bid/Award 0
Construction 1
Completed 3
On Hold/Reassigned 4
TOTAL 10
Police Facilities
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, 2024, one project was under construction and another 11 are in pre-planning or on hold, pending staff assignment.
Table 14: Measure KK-Funded Police Facilities Projects January 1, 2017 – June 30, 2024 Phase Number of
Police Facilities Projects
Planning 0
Design 0
Bid/Award 0
Construction 1
Completed 1
On Hold/Reassigned 13
TOTAL 15
Environment – Water, Energy and Seismic
One project has been completed, including the 55th Avenue Storm Drain Repair. Four other projects are under construction at the Animal Shelter, Main Library, and Henry Robinson Multi- Service Center. Three projects are in the planning phase, and seven projects are in pre- planning/on-hold as of June 30, 2024. Projects include updates to senior centers, floor replacements and drainage improvements, and lighting and electricity upgrades several aging City recreation center facilities.
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 12
Finance & Management Committee
February 11, 2025
Table 15: Measure KK-Funded Environment Facilities Projects January 1, 2017 – June 30, 2024
Phase Number of
Environment Facilities Projects
Planning 3
Design 2
Bid/Award 0
Construction 3
Completed 1
On Hold/Reassigned 0
TOTAL 9
ANTI-DISPLACEMENT AND AFFORDABLE HOUSING PRESERVATION PROJECTS Through June 30, 2024, $100,000,000 of Measure KK funds had been budgeted for anti- displacement and affordable housing preservation projects, which was the entire amount authorized under Measure KK for that category. These funds allowed for the completion of 94 projects and 1713 affordable housing units through June 30, 2024 All Measure KK funds for anti-displacement and affordable housing preservation projects are administered through the Housing and Community Development Department (HCD). Funding has been made via the City’s competitive ‘Notices of Funding Availability (NOFA)’ processes, which is consistent with State and Federal affordable housing development funding
opportunities.1 In addition to the $100 million in Measure KK funding, HCD leveraged over $400 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.
1 U.S. Housing and Urban Development Department, processes and procedures Chapter 3 NOFA Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 13
Finance & Management Committee
February 11, 2025
T
able 16: Total Anti-Displacement and Affordable Housing Preservation Projects Measure KK Funding (January 1, 2017 – June 30, 2024)
Funds /
Programs
Total Budgeted
Funds
Funds Spent Funds
Encumbered
Funds
Programmed
as of June
30, 2024
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 ($23,175,746) ($11,668,812) $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
(100% of total Bond
authorization)
($78,840,278)
(79% of total Bond
authorization)
($21,159,722)
(21% of total Bond
authorization)
$0
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 for a list of affordable housing project locations and type that have received Measure KK funding.
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 14
Finance & Management Committee
February 11, 2025
T
able 17: Anti-Displacement and Affordable Housing Projects by Type Funded with Measure KK Funds (January 1, 2017 – June 30, 2024)
Type # of Projects /
Developments as
of June 30, 2024
Affordable Units
as of June 30,
2024
Status of Projects as
of June 30, 2024
New Construction 10 721 7 completed; 3 under
construction
Acquisition and
Conversion to
Affordable Housing
17 420 Variable stages of
development*
Rehabilitation 64 420 3 completed; 3 in
predevelopment (2 in
loan closing
negotiations)
Homekey/Acquisition of
Transitional Housing
Facility
3 152 3 transitional housing
projects completed
Totals 94 1713 13 completed; 6+ in
various stages of
development
*Some projects were originally awarded under the Measure KK Site Acquisition Program.
Ne
w Construction of Affordable Housing
This program funds the real estate development of newly constructed affordable housing. As of June 30, 2024, Measure KK had funded 10 projects with a total of 721 affordable housing units.
Acquisition and Conversion to Affordable Housing (ACAH) This program funds the acquisition and conversion to affordable housing of existing real estate.
As of June 30, 2024, Measure KK had funded 17 projects with a total of 420 affordable housing units.
R
ehabilitation of Existing Restricted Affordable Housing This program funds the rehabilitation of existing deed restricted affordable housing. As of June 30, 2024, Measure KK had funded 64 projects with a total of 420 affordable housing units.
H
omekey/Acquisition of Transitional Housing Facility
This program funds the acquisition and operation of transitional housing facilities. As of June 30, 2024, the three Homekey/Transitional Housing projects funded by Measure KK bonds were well underway/completed that had supported 152 transitional housing units.
FISCAL IMPACT
There is no fiscal impact in associated with this acceptance of this report.
PUBLIC OUTREACH / INTEREST
This item did not require public outreach outside of posting on the City’s website.
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 15
Finance & Management Committee
February 11, 2025
COORDINATION
Thi
s 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
E
conomic
Through the completion of Measure KK improvement and rehabilitation projects, the City’s overall maintenance and operations expenditures will decrease. For example, as the City’s pavement program upgrades citywide street conditions, less repairs will be needed for the City’s automotive fleet that are 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, and the City’s risk 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 also 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.
Capital improvement projects implemented under Measure KK are required to 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 funds will be utilized to funds loans for the new construction, acquisition and other projects providing affordable and deeply affordable, restricted units for extremely low to moderate income households.
E
nvironmental
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.
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 16
Finance & Management Committee
February 11, 2025
R
ace and Equity
All Measure KK funded projects (and all CIP projects selected for bond funded) 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 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 as a sub-factor identifying disparities within other prioritization factors including Health and Safety, Existing Conditions, Environment, and Improvement.
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 17
Finance & Management Committee
February 11, 2025
Erin Roseman (Jan 27, 2025 16:48 PST)
ACTION REQUESTED OF THE CITY COUNCIL
S
taff Recommends That The City Council Receive An Informational Report On The Status Of Measure KK Projects and Expenditures For Fiscal Year Ending June 30, 2024.
For
questions, please contact Stephen Acker, Principal Budget and Management Analyst, at (510) 238-6238.
R
espectfully submitted,
ERIN ROSEMAN
Director of Finance, Finance Department
R
eviewed by:
Josh Rowan, Director, Department of
Transportation
Emily Weinstein, Director, Housing and
Community Development Department
P
repared by:
Emily Ehlers, Assistant Director, Oakland Public
Works
Christine Reed, Capital Improvement Manager,
Oakland Public Works
Jamie Parks, Assistant Director, Oakland
Department of Transportation
Craig Raphael,
Yvonne Chan, Planner III, Oakland Department
of Transportation
Christia Mulvey, Housing Development
Manager, Housing and Community
Development Department
Stephen Acker, Principal Budget and
Management Analyst, Finance Department
Jestin D. Johnson, City Administrator
Subject: Measure KK Status and Expenditures Report Fiscal Year 2023-24 Date: February 11, 2025 Page 18
Finance & Management Committee
February 11, 2025
A
ttachments (5):
A. Ma
p of Measure KK funded Complete Streets Projects FY 2024-25 B. List of Measure KK funded OakDOT Complete Streets Projects FY 2024-25 C. M
ap and List of Active Measure KK Funded Facilities Projects as of June 30, 2024 D. M
ap and List of Completed Measure KK Funded Facilities Projects as of June 30, 2024 E. Li
st of Measure KK Funded Affordable Housing and Anti-Displacement Housing Projects