Chapter 9 Bankruptcy

Latest Updates
Disclosure statement and Plan second amendment filed with Bankruptcy Court on Mar. 30, 2016. Click on the hyperlinks below to review documents.

Disclosure Statement
Appendix Ex. 1

  • Exhibit 1 Second Amended Plan for the Adjustment of Debts of the City of San Bernardino, California (March 30, 2016)

Appendix Ex. 2 - 6 

  • Exhibit 2 Resolution No. 2015-103 (Authorization to Implement Recovery Plan, File
  • Chapter 9 Plan of Adjustment and Disclosure Statement) pg. 5
  • Exhibit 3 City’s Long Term 20-Year Financial Model pg. 18
  • Exhibit 4 ADR Procedures pg. 23
  • Exhibit 5 BICEP Policy and the Reinsurance Contracts pg. 35
  • Exhibit 6 Chart Listing Lawsuits pg. 130

Appendix Ex. 7

Appendix Ex. 8

Appendix Ex. 9-12

  • Exhibit 9 Street Repairs Report pg. 512
  • Exhibit 10 Street Repairs Financial Plan pg. 598
  • Exhibit 11 Staff Report for the Five-Year Police Resources Plan pg. 1119
  • Exhibit 12 RDA Exhibit pg. 1139

Appendix Ex. 13

Appendix Ex. 14-23

  • Exhibit 14 List of City-Owned Personal Property (as of June 2013) pg. 1463
  • Exhibit 15 List of City Non-Fire Vehicles pg.1563
  • Exhibit 16 List of City-Owned Equipment (Excluding Fire Department Equipment) pg. 1577
  • Exhibit 17 Cross Fund Report (dated as of February 29, 2016) pg. 1583
  • Exhibit 18 Chart of City Restricted Funds pg. 1586
  • Exhibit 19 Mediator’s Order pg. 1605
  • Exhibit 20 Resolution No. 2015-217 (IUOE - General Unit Employees Bargaining
  • Unit) pg. 1627
  • Exhibit 21 Resolution No. 2015-242 (Management/Confidential Association) pg. 1637
  • Exhibit 22 Resolution No. 2016-12 (Settlement with SBCPF and Fire Safety
  • Bargaining Unit) pg. 1643
  • Exhibit 23 Resolution No. 2015-255 (Police Management Association) pg. 1671

Appendix Ex. 24

  • Exhibit 24 MOU for the Police Safety Bargaining Unit for the Period of July 1, 2015 to June 30, 2020

Appendix Ex. 25-29

  • Exhibit 25 Resolution No. 2015-261 (Middle Management Bargaining Unit) pg. 1710
  • Exhibit 26 Settlement with Pension Obligation Bond Creditors pg. 1723
  • Exhibit 27 Settlement Agreement with Retirees pg. 1732
  • Exhibit 28 Resolution No. 2016-19 (Authorizing City Manager To Take All Necessary
  • Actions to Comply with LAFCO Conditions for Annexation into San
  • Bernardino County Fire District) pg. 1739
  • Exhibit 29 Resolution No. 2016-10 (Approving 10 Year Agreement with Burrtec) pg. 1749

Appendix Ex. 30

Appendix Ex. 31-32

  • Exhibit 31 Resolution No. 2016-26 (Authorizing The Transfer Of Certain Real
  • Property Assets From The Successor Agency To The Redevelopment
  • Agency Of The City Of San Bernardino To The City Of San Bernardino) pg. 2013
  • Exhibit 32 Resolution No. 2015-173 (Approving Settlement Agreement With The San
  • Bernardino Police Officers Association) pg. 2024

Solicitation motion 

News release - Mayor and Common Council approve settlement with pension bondholders

  • POB settlement agreement

      Fire Annexation FAQs

      Council Agenda Items

      Public Session Bankruptcy Updates (presentations)
      Council meeting presentation tax transfer item 02/29/16 (13 pages)
      Bankruptcy update presentation 02/16/16 (8 pages)
      Bankruptcy update presentation 12/7/15

      Refuse Services
      News Release - Burrtec service begins April 1, 2016
      Integrated Waste Management agreement presentation 01/25/16 to council
      Proposed Burrtec Integrated Waste Agreement 1/25/16 (126 pages) as reflected in the Jan. 25 agenda packet.
      News release - City to pursue refuse contract with Burrtec - 11/19/15
      Presentation document as shown at Nov. 16, 2015 Mayor and Common Council meeting
      Refuse RFP Response Analysis and Recommendation (71 pages) - Includes analysis, initial RFP, and bidder question/answers.

      Fire Services
      News Release - City Council approves tentative global settlement agreement with San Bernardino City Professional Firefighters 01/26/16
      Fire and EMS delivery service recommendation presentation 08/24/15 (41 pages)
      Citygate's Evaluation of Fire Proposals - August 2015 (31 pages)
      Centerra Initial Proposal (116 pages)
      Centerra Supplemental Proposal in response to Citygate (42 pages)
      SB City Fire Initial Proposal (4 pages)
      SB City Fire Supplemental Proposal in response to Citygate - part 1 (2 pages)
      SB City Fire Supplemental Proposal in response to Citygate - part 2 (3 pages)
      SB County Fire District Initial Proposal (43 pages)
      SB County Supplemental Proposal in response to Citygate (9 pages)

      Citygate Fire Svcs Deployment Study June 2014 - Volume 1 Executive Summary (16 pages)
      Citygate Fire Svcs Deployment Study June 2014 - Volume 2 Technical Report (121 pages)
      Citygate Fire Svcs Deployment Study June 2014 - Volume 3 Map Atlas (37 pages)
      Fire Station Map - Regional (1 page)


      Plan of Adjustment and Disclosure Statement

      The Plan of Adjustment and Disclosure Statement were filed with the Bankruptcy Court for the Central District of California on May 29, 2015. Links included below.

            Recovery Plan

            Revised Recovery Plan as submitted to the bankruptcy court on 11/23/15

            Recovery Plan in Support of Plan of Adjustment 05/29/15 (as adopted by Mayor and Common Council on 05/18/15 - with final corrections and clarifications - and filed with court 05/29/15
            Recovery Plan summary presentation to Common Council (60 pages) 05/18/15
            Recovery Plan supporting the Plan of Adjustment (172 pages) PDF 05/14/15
            Plan of Adjustment development process presentation to Common Council (25 pages) 01/05/2015

            Strategic Plan

            Draft Strategic Plan submitted with recovery plan in support of the plan of adjustment (19 pages)
            Strategic planning process recap submitted with recovery plan in support of the plan of adjustment (54 pages)
            Strategic Planning Workshop video recording 04/24/2015
            Community Engagement Roadshow Videos February 2015
            Strategic Planning process presentation to Common Council 01/20/2015

            Pendency Plan

            Bankruptcy Update & Public Input Session 10/14/2013
            Pendency Plan 11/27/12
            Pendency Plan 11/26/12
            Pendency Plan Staff Report 11/19/12
            Pendency Plan 11/19/12

            Pre-Pendency Plan Adopted

            Fire Department Pre-Pendency Plan adopted 10/01/12
            Councilwoman Wendy McCammack's 9 Point Plan 09/05/2012
            City Pre-Pendency Plan 08/29/2012

            Pre-Pendency Plan Adjustments Presented to MCC

            Councilman Chas Kelley's Alternative Fire Department Plan 09/05/2012
            Councilwoman Wendy McCammack's 9 Point Adjustment Plan 09/17/12

            Bankruptcy Court Documents and Claims and Noticing Agent

            The Bankruptcy Court appointed Rust Omni as the official claims and noticing agent in its bankruptcy case.  The City makes additional information about its bankruptcy case available at Rust Omni's website, which was set up for the City's case.  Important documents that have been filed in the City's bankruptcy case are available under the "Court Docket" tab on the Rust Omni website.

            Finance Reports

            Media Releases


              For general Chapter 9 Bankruptcy information, please visit the United States Courts and/or The State of California Legislative Analyst's Office (LAO) website.  Links to both resources are available under External Links below.
              If you have questions, concerns, comments or suggestions, please submit your request in writing by completing a SB Access Online service request form.

              SB Access Online service request form

              External Links

              United States Bankruptcy Court, Central District of California

     - What Happens When Cities Go Bankrupt?

              California Legislative Analyst's Office Bankruptcy Q&A