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CC 05-03-05 · CUPERJINO DRAFT MINUTES CUPERTINO CITY COUNCIL Regular Meeting Tuesday, March 15,2005 CALL TO ORDER At 6:10 p.m. Vice-Mayor Richard Lowenthal called the meeting to order in the Council Chamber, 10350 Torre Avenue, Cupertino, California. ROLL CALL City Council members present: Vice-Mayor Richard Lowenthal, and Council members. Sandra James, Dolly Sandoval, and Kris Wang. Council members absent: Mayor Patrick Kwok. CLOSED SESSION 1. Labor negotiations - Government Code Section 54957.6 - closed session regarding proposals for fiscal year 05-06 with Cupertino Employees Association (CEA). At 6:10 p.m., Council recessed to a closed session. At 6:50 p.m. Council reconvened, and Deputy City Attorney Eileen Murray reported that no action had been taken. RECESS - 6:34 p.m. until 6:50 p.m. PLEDGE OF ALLEGIANCE At 6:50 p.m. Mayor Patrick Kwok called the meeting to order again in the Council Chamber, 10350 Torre Avenue, Cupertino, California, and led the Pledge of Allegiance. CEREMONIAL MATTERS - PRESENTATIONS - None POSTPONEMENTS - None WRITTEN COMMUNICATIONS The City Clerk reported that Council had been given a letter dated February 14 from Cathy Helgerson regarding item No.9; an exhibit handed out for the Stevens Creek Corridor near Blackberry Farm, item No. 10; and email from Mary Luke with questions about item No. I O. 3~1 March 15, 2005 Cupertino City Council Page 2 ORAL COMMUNICATIONS E. J. Conens said he did not think it was proper that Council member James was involved with the Association for a Better Cupertino (ABC), which was opposing the CCC initiatives, since the Council members should represent everyone in the city. James said that the ABC was a group of local community members who had aligned themselves to answer questions regarding the initiatives. She said that as an elected official, it was her role to make sure everyone has proper and accurate information, and the community will make the final choice. Bob McKibbin spoke about the lack of adequate public notification regarding projects in general, and in particular the Vallco "Rose bowl" item on the agenda. He said there had been changes made 5 days before the City Council meeting that should not be treated as a minor modification. He asked that it be delayed to allow more citizen review and participation. Rusty Britt said that instead of replacing empty storefronts with new businesses, housing is going into those places. She asked the council to slow down their plans for housing and instead attract new businesses. CONSENT CALENDAR Lowenthal/James moved and seconded to approve the items on the Consent Calendar as recommended. Vote: Ayes: James, Kwok, Lowenthal, Sandoval, and Wang. Noes: None. Absent: None. 2. Approve the minutes from the March 1 City Council meeting. 3. Adopt resolutions accepting Accounts Payable for February 25 and March 4, Resolution Nos. 05-041 and 05-042. 4. Adopt a resolution accepting Payroll for February 25, Resolution No. 05-043. 5. Accept the Treasurer's Budget Report for January 2005. 6. Accept applications for Alcoholic Beverage Licenses: (a) Ramenrama Red Miso, 19772 Stevens Creek Blvd. (new restaurant next to the Elephant Bar) (b) A restaurant at 1655 S. DeAnza Boulevard, near Prospect Road (formerly Formosa Restaurant) 7. Adopt a resolution authorizing an application for grant funding under the Clean, Safe Creeks and Natural Flood Protection Program, Resolution No. 05-044. 8. Adopt a resolution approving the Settlement and Mutual Release of Claims Agreement with the Silicon Valley Animal Control Authority (SV ACA), Resolution No. 05-045. 3-7- March 15, 2005 Cupertino City Council Page 3 ITEMS REMOVED FROM THE CONSENT CALENDAR (above) ~ None PUBLIC HEARINGS 9. Consider an appeal of the Plarming Commission's approval of Application No. TM-Z004- 05, Wayne Aozasa (CA Water Service), located on Greenleaf Dr., APN 326-33-107: (a) Tentative Map to subdivide a .95-acre parcel into four lots ranging from approximately 6,430 square feet to 8,880 square feet, plus a remainder of 11,500 square feet. Cornmunity Development Director Steve Piasecki reviewed a PowerPoint presentation, and the City Clerk distributed a letter from Cathy Helgerson dated February 14, 2005, to the California Water Company raising concerns about potential contamination of the well. Cathy Helgerson spoke and distributed copies of her statement. She said that Cupertino citizens have submitted a petition with 78 names opposed to the Greenleaf Drive project. Helgerson said the project does not comply with California laws regarding water resources, that there is a potential for contamination, especially within 100 feet of the well, and that she believed an environmental impact review is necessary. Shawn Heffner, representing California Water Service, referred to a letter written in response to Ms. Helgerson's concerns. He said current regulations set forth guidelines for location of wells with respect to sewer and storm drain lines. In this project, both the sewer and storm drain lines will be at least 50 feet away and are in compliance with the requirements of the California Department of Water Resources. He said the well itself is 715 deep, and the water table begins at 160 feet, and that all their wells are concrete sealed. He said the well is tested regularly, with full testing every 3 years, plus water sampling done every week. Jearmette Weber, Water Quality and Laboratory Manager for California Water Service, said that the compliance period for organic and inorganic chemistry testing is every three years pursuant to the California Water Code, and other federal regulations require radiological testing every four years. David Lee, an attorney representing California Water and Northern California Developments, said the applicant could relocate the trees instead of removing them, although they are disfavored trees, such as eucalyptus and pines. He discussed the landscaped island that had been added to the entrance in order to angle the traffic, and he said they believe the wrought iron fence around the well area would provide sufficient security. 3-3 March 15,2005 Cupertino City Council Page 4 Leo Wang expressed concem about the possible contamination of the well because it provides drinking water for many Cupertino residents. He showed a copy of California Water Well Standards from the Department of Water Resources that indicates there should be at least 50 feet between a well and possible sources of contamination. Arlett Kerley, Santa Clara County Department of Environmental Health, said that her agency had reviewed the project and had no concerns. Penny Whittaker asked how many households were serviced by the well, how old are the wells, and what proof is there that the water will not become contaminated by vehicle traffic or chemicals used in the homes. Virginia Tamblyn said she is a real estate agent, and has had a listing on Homestead road that was next door to a well. She said it was on a fenced lot surrounded by a lot of trees, and there was some noise from the equipment. The existing neighbors did not mind it. Council members discussed whether an independent assessment of water quality was advisable, since the water company had a financial interest in the project. In response to concerns raised by the City Council, Community Development Director Steve Piasecki said that staff would contact the Public Utilities Commission and other agencies for a referral to an expert third party to conduct an independent evaluation of this project and its potential impact on water quality. He said that the costs would be borne by the applicant. He suggested that this item be removed from the agenda at this time and would be advertised again when the independent review was completed. LowenthallJames moved and seconded to table this item. The motion carried unanimously. UNFINISHED BUSINESS 10. Consider the trail alignment, picnic ground capacity, fund balance transfer, and project schedule for Stevens Creek Corridor Park. Parks and Recreation Director Therese Smith showed a PowerPoint slide show that highlighted the staff report and distributed a photocopy of the presentation. Rhoda Fry said she didn't think the community was given sufficient notice about the decision on the trail alignment. She said that although the community has been working on it for years, this seems to be an 11 th hour change. Alex Tsai said he had concerns about security, noise and privacy. He asked the Council to consider impacts on the neighborhood, and he suggested reducing the number of bridges. Council member Lowenthal said that one of the major reasons to change the park operation has to do with Mr. Tsai's home, and in order to separate free areas from 3-'1 March 15,2005 Cupertino City Council Page 5 fee areas, the bridges and tunnels are necessary to keep the park usage away from the residence. Lowenthal/Sandoval moved and seconded to approve an east side trail alignment (as illustrated on all the alternative plans) with a 100' setback from the Meadows property line. The motion carried unanimously. Discussion followed about making the trail appropriate for multiple uses. The following individuals were in favor of a multi-use trail. · Mike Vroman (in favor of paving) · Don Burnett (in favor of paving) · Fred Stanke · Margaret Limberatos · Larry Dean (in favor of paving) · David Greenstein (preferred no paving but ADA compliant) · Paul Nam (keep McClellan Ranch area natural) · Kevin Jackson · Jearme Bradford (not paved) · Anne Ng, (paved up to McClellan Ranch and then a natural, all-weather surface through the park). · Aaron Grossman (new materials available are more organic and drain better; prefers a smooth, all-season surface that is environmentally sensitive) · Robert Skyles · Adrienne Harber Deborah Jamison read a statement and distributed copies that included photographs of the Los Alamitos Creek Trail in San Jose. She said that this project would disrupt the old orchard area and would impact the local wildlife including bluebirds, deer, and red- shouldered hawks. The following individuals were also opposed to a multi-use trail: · Robert Hirt, Vice President of the Santa Clara County Audubon Society. He suggested a one-year test period. · Rhoda Fry · Larry Loo · Don Bautista · Janet Van Zoeren Sandoval/James moved and seconded to approve a multi-use trail along the east side of McClellan Ranch, preserving the meadow and keeping traffic as far from the creek as possible. The motion carried unanimously. 3-5 March 15, 2005 Cupertino City Council Page 6 Lowenthal/Wang moved and seconded to have a non-asphalt, non-concrete trail that would be suitable for all wheeled activities including rollerblading, bicycling, strollers, wheelchairs, etc. The motion carried unanimously. Discussion followed regarding the picnic facilities. Deborah Jamison said that the impact of picnickers could harm the creek restoration, and the west side should be kept relatively free of human impacts. She said that Council should not choose to gain more revenue at the expense of restoration and natural areas. Jennifer Van Zoeren said she agreed with Jamison's comments. She also felt that all areas of the park and picnic areas should be open to the public when not reserved for groups. Rhoda Fry talked about the possible contamination from swimming pool water entering the creek and suggested that the pool be moved following the end of its useful life. She also talked about the change in picnic use and said that the park did not need extra fences, gates, or barriers. She said that nonresident users should pay full fare, and that the park needs an entrance from the Stevens Creek Trail. James/Lowenthal moved and seconded that Blackberry farm shall operate at a maximum capacity of 800 persons with 300 parking spaces, and that staff shall manage parking with shuttles, as necessary. This alternative reserves both riparian restoration options. The motion carried unanimously. Lowenthal/Sandoval moved and seconded that the project shall commence in 2007, to meet a grant funding deadline, and that Blackberry Farm will operate as it has for the 2005 and 2006 season; and there shall be a transfer of $680,000 from the Blackberry Farm Fund balance to the project budget. The motion carried unanimously. Sandoval asked that when the next meeting is held to discuss access to the site, they should also discuss paid parking and opportunities for people to picnic at the farm without paying an entry fee. NEW BUSINESS II. Consider architectural and site review for a previously approved use permit for 204 residential units, 105,300 square feet of new retail and a parking structure. Application No. ASA-2005-03, Mike Rohde (Vallco Shopping Center), 10123 and 10150 N. Wolfe Road, Assessor's Parcel Nos. 316-20-037 and 316-20-038. Mike Rohde, Vallco Fashion Center, said that the project had been reduced in height from 72 to 69 feet. He discussed the development agreement that was signed in October of 1991, and said it gives them the opportunity to create a unique, standalone project that will help revitalize the project. 3-(, March 15,2005 Cupertino City Council Page 7 Architect John Eller gave a brief PowerPoint slide show of the Rose Bowl site and discussed the circulation plan, building setbacks, and the pedestrian links throughout the project. He said the primary corner of interest is now an octagonal tower instead of an ellipse that was shown on earlier plans. Landscape Architect Vince Lattanzio reviewed the landscaping plan and recommended accent trees at the corners such as palms, upright poplars or cypress trees. Ned Britt recommended that the City Council not approve this project until the theaters are under construction, and he also suggested more public notice since they are adding another story and increasing the building and parking areas, which will cause concern about school impacts and traffic. Dennis Whittaker said this project's height is out of character for Cupertino, and that the public had not been noticed about the character change. He said the contents of the development agreement should also be publicized, and that the combination of projects by Menlo Equities and Vallco will create major congestion. Jennifer Griffin said she was concerned by the number of changes in the plans since last week, and public notice was particularly important concerning the Rose Bowl area. She said there would be impacts on overall density and traffic and pedestrian safety; that attention should be paid to bus routes; that the green belt area should serve as a public park; and that the new plans remove many of the ash trees that were supposed to be retained. Bob McKibbin asked for a 60-day deferral because of the lack of sufficient public notification. He said that these appear to be major changes, including building density increase of23%. Tom Hugunin expressed concern with the height, density, and the amount of affordable housing that would be provided. He said it appears that the traffic circulation will require the use of Finch Avenue, and he objected to the use of palm trees as a gateway design for the city. Virginia Tamblyn said that residents throughout Cupertino should receive proper notice with photographs of the proposal. She was also interested in seeing the 1991 development agreement and how it addresses residential uses. Mark McKenna, representing the Cupertino Chamber of Commerce, said that with current conditions it is very difficult to provide housing for Cupertino residents and employees, and they did not want that requirement passed on to businesses unfairly. For that reason they wish to work with the City to find land to support both business and housing, to look at the ABAG housing to jobs ratio, and find ways to create more housing and not lose jobs. 3~7 March 15,2005 Cupertino City Council Page 8 Mike Rohde described the new parking structures that will be used by movie theater patrons, and said that yesterday they had pulled the pennit to begin demolition at the theater site. He said the lower level work would take about 6 months. Then, they will begin working on the upper level, the podium on top of the mall, and finally will build the shell for the theater. James/Wang moved and seconded to give architectural and site approval, file No. ASA- 2005-03, in accordance with Plarming Commission Resolution No. 6295 and with the conditions listed below. The motion carried with Lowenthal voting no. · Height shall be those shown in height comparison graphic dated 3-15-05 · Accurate square footage shall be provided as part of the additional design review · The intent of the project is for it to truly be sales-tax generated retail · Include a water feature as a design element · Council preferred the taller of the two towers shown on the plans · Encourage the applicant to look at incorporating one-bedroom units Lowenthal asked that the record reflect he voted no because he did not have a problem with the project, but with the process, and he thought the construction of the project should be linked with the construction of the movie theaters. 12. Reject all bids for Blackberry Farm Golf Course maintenance, Project No. 2005-01; Authorize staff to evaluate the bid requirements and re-bid the project contract; and Authorize the Director of Public Works to negotiate and execute a change order for a two-month extension to the current contract with Professional Turf Management to ensure continuity for maintenance of the golf course in an amount not to exceed $35,000. Lowenthal/Sandoval moved and seconded to reject all bids, authorize to evaluate the bid requirements and re-bid the project, and to authorize the Director of Public Works to negotiate and execute a change order for a two-month extension with Professional Turf Management. The motion carried with Council member Sandoval absent. 13. Accept the 2003-04 Management Letter from City Auditors, Maze and Associates. This item was continued to the next meeting. ORDINANCES 14. Conduct the second reading of Ordinance No. 1960 repealing Chapter 20.02, which required the City Council to authorize General Plan Amendments. "An Ordinance of the City Council of the City of Cupertino repealing Chapter 20.02 ofthe Cupertino Municipal Code Regarding General Plans." James/Lowenthal moved and seconded to read the ordinance by title only and that the City Clerk's reading would constitute the second reading thereof. Ayes: James, Kwok, Lowenthal, Sandoval, and Wang. Noes: None. Absent: Sandoval. 3-8 March 15, 2005 Cupertino City Council Page 9 Lowenthal/James moved and seconded to enact Ordinance No. 1960. Ayes: James, Kwok, Lowenthal, Sandoval, and Wang. Noes: None. Absent: Sandoval. STAFF REPORTS 15. Receive a legal opinion on mailed ballot elections. This item was continued to the next meeting. 16. Receive a status report on General Fund Revenue and Expenditures (No documentation in packet). This item was continued to the next meeting. 17. The next General Plan hearing is scheduled for Tuesday, March 22, at the regular PI arming Commission meeting held in the Cupertino Community Hall, 10350 Torre A venue, Cupertino (No documentation in packet). City Manager David Knapp invited the public to attend. COUNCIL REPORTS Council members highlighted the activities of their committees and various community events. ADJOURNMENT At 12:50 a.m. on March 16,2005, p.m. the meeting was adjourned to Tuesday, April 5 at 6:00 p.m. to conduct interviews for the Community Development Block Grant (CD BG) Steering Committee. Kimberly Smith, City Clerk For more information: Staff reports, backup materials, and items distributed at the meeting are available for review at the City Clerk's Office, 777-3223, and also on the Internet at www.cupertino.org.Click on Agendas & Minutes/ City Council/ Packets. Most Council meetings are shown live on Cable Charmel 26, and are available at your convenience from our web site. Visit www.cupertino.org and click on Watch Meetings. Videotapes are available at the Cupertino Library, or may be purchased from the Cupertino City Charmel,777-2364. 3 -1 · CUPEIQ1NO DRAFT MINUTES CUPERTINO CITY COUNCIL Special Meeting Tuesday, April 5, 2005 ROLL CALL City Council members present: Mayor Patrick Kwok, Vice-Mayor Richard Lowenthal, and Council members Dolly Sandoval, and Kris Wang. Council members absent: Sandra James. At 5:04 p.m. Mayor Kwok called the meeting to order in the Council Chamber, 10350 Torre Avenue, Cupertino, California. CLOSED SESSION 1. Pending litigation - Government Code Section 54956.9(a), vanous risk manaeement issues. (No documentation in packet). a) Sandra Marais, Claim representing the City) #2002005371, Maureen Heath (Attorney b) Robert Keyarts, Claim #CU-440, John Simonson (Attorney representing the City) At 5:05 p.m. the City Council went into closed session. At 5:45 p.m. the City Council recessed until 6:00 p.m. OPEN SESSION The City Council convened in Conference Room A, City Hall, 10300 Torre Avenue, at 6:00 p.m. 2. Conduct interviews for the (Community Development Block Grant) CDBG Steerine Committee vacancies. Richard Schuster and Clare Malone Prichard were interviewed. Council members voted unanimously to appoint Richard Schuster to the term ending January 2006, subject to confirmation that his place of residence meets the eligibility requirements, and to appoint Clare Malone Prichard to the term ending January 2009. 3-10 April 5, 2005 City Council Minutes Page 2 CLOSED SESSION 3. Pending litigation - Government Code Section 54956.9(a), City of Cupertino vs. Ole Rasmussen, and negotiations for purchase, sale, exchange, or lease of real property - Government Code Section 54956.8, assignment of Blue Pheasant Restaurant to Hungry Jack's Restaurant Corporation, consultation with the City Attorney, the City Manager, and the Director of Parks and Recreation. (No documentation in packet). At 6:25 p.m. the City Council went into closed session, and recessed at 6:40 p.m. At 6:45 p.m. the City Council reconvened in open session, and the City Attorney made the following announcements regarding the closed sessions: · I.A. · I.B. · 3. Pending litigation regarding the claim of Sandra Marais, staff was directed to settle the matter as discussed in closed session Pending litigation regarding the claim of Robert Keyarts, the matter was resolved along the lines discussed in closed session Pending litigation regarding the City of Cupertino vs. Ole Rasmussen, the pending lawsuit was discussed and no action was taken PLEDGE OF ALLEGIANCE At 6:45 p.m. Mayor Kwok called the regular meeting to order in the Council Chamber, 10350 Torre Avenue, Cupertino, California, Eagle Scout Patrick Henry Cantwell led the Pledge of Allegiance. ROLL CALL City Council members present: Mayor Patrick Kwok, Vice-Mayor Richard Lowenthal, and Council members Sandra James, Dolly Sandoval, and Kris Wang. Council members absent: Sandra James. CEREMONIAL MATTERS - PRESENTATIONS 4. Proclamation for Jan-WiUem Knapen recognizing his efforts in building the JW House for families of hospitalized cancer patients. (No documentation in packet). Mayor Kwok presented the proclamation to the family of JW Knapen and members of the Board of Directors of JW House. The Council was presented with bracelets printed with the JW House motto "Never Give Up!" 5. Proclamation for World Tai Chi and Qigong Day. (No documentation in packet). Mayor Kwok presented the proclamation to representatives of the event. 3-1/ AprilS, 2005 City Council Minutes Page 3 6. Presentation regarding the Santa Clara Valley Water District Watershed Protection Collaborative. (No documentation in packet). Public Works Director Ralph Qualls reviewed a PowerPoint slide show that highlighted the history of the Collaborative and agreements, as well as future steps, which include finalizing guidelines and standards, adopting a resolution for implementation, and integrating the new guidelines in to the regulatory process. Greg Zlotnick, representing the Water District, thanked Qualls and the City for their leadership in the collaborative. City Council received the presentation. POSTPONEMENTS - None WRITTEN COMMUNICATIONS - None ORAL COMMUNICATIONS The Bunny, speaking through interpreter Carol Atwood, thanked the City Council for their ongoing support of both the Big Bunny Fun Run and Bunny Bash party for preschoolers, and gave the Council members a Big Bunny Fun Run t-shirt featuring the Cupertino Golden Jubilee logo. Anne Lo, representing the Chinese American Counseling Service (CACS), explained the services that they offer to the community. Ruth Lin, co-chair of the organization, repeated the information in Mandarin. Lo said that on May 21 they will offer a "Parenting Teens" workshop in Mandarin. CONSENT CALENDAR Sandoval/Wang moved and seconded to approve the items on the Consent Calendar as recommended. Vote: Ayes: Kwok, Lowenthal, Sandoval, and Wang. Noes: None. Absent: James. 7. Approve the minutes from the March 7 City Council meeting. 8. Adopt resolutions accepting Accounts Pavable for March 11, 18, and 25, Resolution Nos. 05-046 to 05-048. 9. Adopt resolutions accepting Pavroll for March 11 and 25, Resolution Nos. 05-049 and 05-050. 10. Accept the Treasurer's Budeet Report for February 200S. 3-/~ AprilS, 2005 City Council Minutes Page 4 II. Adopt a resolution approving the destruction of records from the City Clerk and Finance departments, Resolution No. 05-051. 12. Accept an application for an Alcoholic Beverage License for Boas (former Hamasushi Restaurant), 20030 Stevens Creek Blvd. 13. Adopt a resolution approving the Second Amendment to the Agency Agreement for the Countywide Household Hazardous Waste Collection Proeram, Resolution No. 05-052. 14. Adopt a resolution approving an Improvement agreement with Lvnn Younes and Mikiko Younes, husband and wife as community property with right of survivorship, 10965 Miramonte Road, APN 356-01-032, Resolution No. 05-053. 15. Accept city projects performed under contract: Civic Center and Librarv Proiect-Phase 2, Project No. 2003-9222 (Swinerton Builders). (No documentation in packet). 16. Adopt a resolution approving the application for Land and Water Conservation funds for Stevens Creek Corridor Park, Resolution No. 05-054. ITEMS REMOVED FROM THE CONSENT CALENDAR (above) 17. Adopt a resolution supporting Congress' continued funding of the Community Development Block Grant (CDBG) Proeram, Resolution No. 05-055. Sandoval explained the importance of continued funding of this project. Sandoval/Lowenthal moved and seconded to adopt Resolution No. 05-055. The motion carried unanimously, with Sandra James absent. 18. Accept a report regarding expenditure of funds for the Golden Jubilee Celebration. Public Information Officer Rick Kitson provided more details about the funding plans, and said that staff will be requesting an additional $10,000 in the next budget, but they needed approval from Council now to begin planning for the events in the fall. These include collaborative Cupertino Golden Jubilee events with the Chamber of Commerce and the Cupertino Rotary, scheduled for September 24-25,2005. Wang/Lowenthal moved and seconded to accept the report. The motion carried unanimously, with Sandra James absent. 5-/3 AprilS, 2005 City Council Minutes Page 5 PUBLIC HEARINGS 19. Consider adopting a resolution accepting the 2005-06 Fee Schedule, Resolution No. OS-056. Administrative Services Director Carol Atwood reported on changes to the fee schedule. City Attorney Charles Kilian explained that the fee for candidate's statement costs must be continued to the next meeting when all five Council members are present. At that time, Council will draw straws to determine which three members will vote, because there is a potential financial impact on Council members who choose to run for office again. Sandoval/Lowenthal moved and seconded to adopt Resolution No. 05-056 with the following changes: (1) The decision about the fee for candidate's statements will be continued to the meeting of May 3; and (2) the fee for small traffic calming requests shall be eliminated from the resolution. The motion carried by the following vote: Ayes: Lowenthal, Sandoval and Wang. Noes: Kwok. Absent: James. Mayor Kwok explained that he voted no because he felt it was important to recover the costs associated with small traffic calming requests. 20. Consider adopting a resolution regarding the use of third program year (2005-06) Community Development Block Grant (CDBG) Funds and Begin Review of the 2005-06 Annual Action Plan, Resolution No. OS-OS7. Senior Plarmer Vera Oil gave a PowerPoint presentation and reviewed the recommendations of the CDBG Steering Committee. City Council members asked that the Steering Committee meetings be televised and/or webcast if possible. Jaclyn Fabre, Executive Director of Cupertino Community Services, thanked the Council and staff for their support and described the services provided by CCS. She said their funding request was for program food, case management, emergency cash management, the rotating shelter program, and affordable housing placement program. Margie Rocha, Executive Director of Mid-Peninsula Citizens for Fair Housing (MCFH), said their funding request would provide fair housing assistance for citizens of Cupertino owner/ manager training, fair housing presentations, distribute brochures, public service armouncements, information and referrals regarding landlord/tenant services, and casework on discrimination issues. 3-1-1 AprilS, 2005 City Council Minutes Page 6 Georgia Bacil, Directing Attomey for Senior Adults' Legal Assistance (SALA), discussed their 8 years of service at the senior center. She said they provide 180 appointments a year for free services targeted to clients age 60 or older, especially those with low incomes or those who may be prone to exploitation or institutionalization. Tammi Cardenas, Development Director for the Support Network for Battered Women, apologized for their absence at the steering committee hearing. She explained that she lost her father to cancer that day, and a coworker went to the wrong address. She reviewed the services provided by the Support Network. She referred to the recommendation to allocate $4,000 of their funds to the Emergency Housing Consortium, and suggested that instead they award $5850 through the CDBG contract, and use General Fund monies to support the Housing Consortium. Colleen Hudgeon, representing Live Oak Adult Day Services, explained that they thought the human services grant process was separate and they did not apply. She described the services they offer to frail seniors who need 24 hour care, thereby giving some relief to caretakers. These services include breakfast and lunch, a stimulating and exciting recreation program, music therapy, visits from children and pets, etc. Tara Hood said she represented the Emergency Housing Consortium, now known as EHC Lifebuilders. She said they serve over 13,000 individuals every year, and help victims of domestic problems as well. They provide a cold-weather facility for the homeless, food, transitional housing, permanent housing, vocation transportation, etc. Donna Diminico, Program Director for the Long Term Care Ombudsman program of Catholic Charities, said they do advocacy and complaint investigation for 9 licensed care facilities in Cupertino, and are required to receive abuse complaints that occur against residents in those facilities. They also provide community education. Robert Douglas and Israel Canjura discussed the ESO Housing and Energy Services program that supports maintenance and repair for low and very low- income households, especially for those with disabilities, and also helps rental units with home accessibility. Wang/Lowenthal moved and seconded to adopt Resolution No. 05-057, reflecting the staff recommendation, except that $20,000 shall be shifted from item J on the chart on page 20-14 of the packet (ESO - Housing and Energy Services Program) to item K (Cleo Avenue Property Purchase). The motion carried unanimously with Sandra James absent. UNFINISHED BUSINESS - None 3-/5 AprilS, 2005 City Council Minutes Page 7 NEW BUSINESS 21. Adopt a resolution supporting SB 680 (Simitian) regarding congestion management and transportation improvements for the Santa Clara Valley Transportation Authority, Resolution No. 05-058. Lowenthal/Sandoval moved and seconded to adopt Resolution No. 05-058. The motion carried unanimously with Sandra James absent. 22. High School District discussion of student eeneration analvsis for new development. Stephen Rowley, Fremont Union High School District (FUHSD) Superintendent, reviewed the materials in the Council packet, including a PowerPoint slide show. His March 3, 2005, letter to the Plarming Commission discussed the following items: Factors determining the economic well-being of FUHSD; status of their facilities modernization, enrollment, and school capacity; collection of impact fees and projection of costs; factors to be anticipated when growth occurs in basic aid districts; assessing the impact of planned growth proposals; and assessing the impact of uncertainties in school finance and State politics. Dennis Whittaker said that Cupertino schools are very desirable, and if more housing is built, there is a greater likelihood of people driving farther to take children to schools. He urged Council to not give away future sales taxes by replacing retail and commercial with housing, and there is a need to keep commercial areas available for future technologies. Lisa Warren said that the City must also consider the impact on Cupertino schools from residential growth in neighboring communities, and it is important to retain commercial uses, which contribute money to the schools. Jennifer Griffin said she had attended the Plarming Commission meeting last night when they talked about future building in Cupertino, including putting residential units in existing high-tech parks. She said that the Council should take into consideration the need for additional schools nearby. Tom Hugunin asked why the State was asking the City to building housing, but does not provide funding for schools. He said that this seems to be an unfunded mandate, and the State should provide funding, or the City should build more commercial, because that's the way to get more money for the school district. City Council received the report. 23. Review and approve the assignment of the lease for the Blue Pheasant Restaurant from Berthe and Ole Peter Rasmussen to Mike Tsacres from Hungry Jack's Restaurant Corporation. 3-/(P April 5, 2005 City Council Minutes Page 8 Mike Tsacres discussed his restaurant experience in full service and 24-hour restaurants, including those with bars. He said he has read the lease that he has asked to be assigned, and will abide by those terms, closing at II :00 p.m., unless the lease is changed or amended. Lowenthal/Wang moved and seconded to assign the lease for the Blue Pheasant Restaurant to Mike Tsacres, and authorize the City Manager to execute the documents. The motion carried unanimously with Sandra James absent. 24. Authorize the Director of Public Works to issue a Request For Proposals_(RFP) for real estate services for the sale surplus property of Oak Valley lots A (11), B (2), and C (13), and authorize the City Manager to negotiate and execute an agreement with the selected real estate service provider. Mark Whitcomb said he had bid $1.2 million for one of the parcels because that was the stated appraisal, but a later appraisal rated it at $1 million and he has been unable to get a loan. The City Attorney said that this is an open market purchase so a willing buyer and seller determine the market rate and an appraisal is just a best guess. Whitcomb said he is still trying to get an additional $200,000 to cover the spread. Sandoval/Lowenthal moved and seconded to authorize the Director of Public Works to issue a Request for Proposals for Real Estate Services for the Sale of Surplus Property of Oak Valley Lots A (11), B(2), and C(13), and to authorize the City Manager to negotiate and execute an agreement with the selected real estate service provider. The motion carried Motion carried unanimously with Sandra James absent. 25. Accept the 2003-04 Single Audit Report. Lowenthal/Sandoval moved and seconded to accept the audit report. The motion carried unanimously with Sandra James absent. 26. Accept the 2003-04 Management Letter from City Auditors, Maze and Associates. (This item was continued from 3/15/05). Wang/Sandoval moved and seconded to accept the management letter. The motion carried unanimously with Sandra James absent. 27. Receive a legal opinion on mailed ballot elections. (This item was continued from 3/15/05). The City Attorney reviewed his written report. He explained that general election law does not allow general plan amendment ballot measures to be conducted by mail. 3-/7 AprilS, 2005 City Council Minutes Page 9 28. Consider canceline the reeular meetinl!s of April 19 and August 2, 2005. (No documentation in packet). Lowenthal/Wang moved and seconded to cancel the regular meetings of April 19 and August 2. The motion carried unanimously with Sandra James absent. Council members concurred to reschedule the Teen Commission interviews from May 31 to June 6 at 5:00 p.m. (or other appropriate date), and to schedule a budget study session in the Council Chamber on Tuesday, May 31, 2005, at 4:00 p.m. ORDINANCES - None STAFF REPORTS 29. Receive a status report on General Fund Revenue and Expenditures. (This item was continued from 3/15/05). (No documentation in packet). Council received the report. 30. The Plarming Commission has amended its schedule for the General Plan public hearines to allow more time to review the Draft Environmental Impact Report. The schedule extends the timeline two to four weeks longer than anticipated. The following is the revised schedule. (No documentation in packet): · April 4 special meeting to hear from major property owners, business owners, and developers on Land Use Element · April 12 Draft Environmental Impact Report · April 26 Preliminary amendments to Task Force Draft (and Draft EIR) · May 10 or May 24 Recommend Approval of the Draft General Plan and Draft Environmental Impact Report Mayor Kwok reviewed the General Plan public hearing schedule and invited the public to attend. COUNCIL REPORTS Council members highlighted the activities of their committees and various community events. 3-/8 AprilS, 2005 City Council Minutes Page 10 ADJOURNMENT At 11 :05 p.m. the meeting was adjourned. Kimberly Smith, City Clerk For more information: Staff reports, backup materials, and items distributed at the meeting are available for review at the City Clerk's Office, 777-3223, and also on the Internet at www.cupertino.org.Click on Agendas & Minutes/ City Council! Packets. Most Council meetings are shown live on Cable Charmel 26, and are available at your convenience from our web site. Visit www.cupertino.org and click on Watch Meetings. Videotapes are available at the Cupertino Library, or may be purchased from the Cupertino City Charmel, 777-2364. 3-11 DRAFT RESOLUTION NO. 05-059 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO ALLOWING CERTAIN CLAIMS AND DEMANDS PAYABLE IN THE AMOUNTS AND FROM THE FUNDS AS HEREINAFTER DESCRIBED FOR GENERAL AND MISCELLANEOUS EXPENDITURES FOR THE PERIOD ENDING APRIL 01, 2005 WHEREAS, the Director of Administrative Services or her designated representative has certified to accuracy of the following claims and demands and to the availability of funds for payment hereof; and WHEREAS, the said claims and demands have been audited as required by law. NOW, THEREFORE, BE IT RESOLVED, that the City Council hereby allows the following claims and demands in the amounts and from the funds as hereinafter set forth in Exhibít "A". CERTIFIED: ~~~ Director of Administrative Services PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this ~ day of May ,2005, by the following vote: Vote Members of the City Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino ~-I 03/31/05 ACCOUNTING PERIOD: 9/05 CITY OF CUPERTINO SELECTION CRITERIA: tra.nsact.trans_dats between "03/213/2005" and "04/01/2005" CHECK REGISTER - DISBURSEMENT FUND FUND - 110 - GENERAL FUND 1020 CASH ACCT CHECK NO 617025 1020 1020 1020 1020 1010 TOTAL CHECK 1020 1020 TOTAL CHECK 1020 1020 H20 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 617026 617027 617028 617029 617029 617030 617030 617031 61.7032 617033 617034 617035 617036 617037 617038 617039 617040 617040 617040 617040 617041 1020 617042 1020 617042 TOTAL CHECK 1020 1020 1020 617043 617044 61-7045 04/01/05 2259 ISSUE DT --------------VENDOR------------- FUND/DEFT A-l FENCE, INC. 110B315 04/01/05 3298 04/01/05 2;JB2 04/01/05 13 04/01/05 04/01/05 2835 2835 ABBEY CARPETS 1108504 04/01/05 29 04/01/05 29 04/01/05 44 04/01/05 3138 04/01/05 2937 04/01/05 968 04/01/05 720 04/01/05 1165 04/01/05 M 04/01/05 1145 04/01/05 132 04/01/05 04/01/05 04/01/05 04/01/05 1476 1476 1476 1476 ABLE UNDERGROUND 1108303 04/01/05 M2005 04/01/05 1820 04/01/05 1820 04/01/05 3232 04/01/05 166 04/01/05 M2005 ACME & SONS SANITATION C 5606640 AC SERVICE & DESIGN, CO. 1108504 AC SERVICE & DESIGN, CO. 1108504 LYNNE DIANE AITKEN LYNNE DIANE AITKEN 5806449 5706450 AMERICAN RED CROSS 1104400 AMTECH SAN FRANCISCO ELE 1108501 APA: AMER. PAYROLL ASSOC 1104100 BAP AUTO PARTS 6308840 BATTERY SYSTEMS 6308840 BRUCE BARTON PUMP SERVIC 1108303 Baumel, Lila 550 CALIFORNIA SURVEYING & 0 1108101 CALIFORNIA WATER SERVICE 1108304 CANNON DESIGN GROUP CANNON DESIGN GROUP CANNON DESIGN GROUP CANNON DESIGN GROUP 110 110 110 110 COM ~ COLLABORATIVE FOR 1104400 CERIDIAN BENEFITS SERVIC 1104510 CERIDIAN BENEFITS SERVIC 110 DEB I CHESSEN 5806349 KIMBERLY MARIE CLARK BUC 5806449 CONDY, JOAN 5506549 RUN DATE 03/31/05 TIME 10:57:05 -----OESCRIPTION------ INSTALL NEW BACKSTOP N SUPPLY AND INSTALL QCC SERVICE CALL 3/21 FY 2004-2005 OPEN PURC REPLACE TWO COMPRESSOR REPLACE TWO COMPRESSOR AEROBICS INSTRUCTION FITNESS INSTRUCTION CERTIFICATION FEES FY 2004-2005 OPEN PURC MRBSHP RNWL EBBEB FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC PARTS/SUPPLIES REF: 71913 & 71914 PAPER A25009 2/25-3/24 FOUNTAIN ARCHITECT RVW R28134 ARCHITECT RVW R29031 ARCHITECT RVW R28469 ARCHITECT RVW R17716 TRAINILNG 4/14 NOWACK FSA MHO/DEP FEES MAR5 FSA MEO/DEP FEES MAR5 T-SHIRTS CRAFT PROJ. SERVICE AGREEMENT FOR REIMBURSE 3/25 MTG SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 - FINANCIAL ACCOUNTING 0L--- PAGE 1 AMOUNT 3750.00 2185.00 125.00 182.83 3013 .11 9990.38 13003.49 240.00 175.00 415.00 184.00 493.08 165.00 281.02 136.29 1462.48 47.00 129.64 18.66 1599.70 470.03 130.00 255.36 2455.09 25.00 14.00 36.00 50.00 85.34 350.80 165.44 '"1-;). 03/31/05 CITY OF CUPERTINO PAGE 2 ACCOUNTING PERIOD; 9/05 CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA; tranfJact . trans date between "03/23/2005" and "04/01/2005" FUND 110 GENERAL FUND CASH ACCT CHECK NO ISSUE DT --------------VENDOR------------- FUND/DEPT -----DESeRIPTION------ SALES TAX AMOUNT 1020 617046 04/01/05 1194 COURTESY TOW 6308840 FY 2004-2005 OPEN PURe 0.00 114.00 1020 617047 04/01/05 197 CTC FUNDING LLC 1101500 ATTORNEY/RENT APR2005 0.00 3225.00 1020 617048 04/01/05 3177 NINA DARUWALLA 1104400 SERVICE AGREEMENT FOR 0.00 400.00 1020 617049 04/01/05 1838 DELL MARKETING L.P. 6109856 POWEREDGE 800 SERVER F 0.00 4861.28 1020 617050 04/01/05 214 DEPARTMENT OF TRANSPORTA 1108602 TRAFFIC SIGNAL SAFETY 0.00 101.76 1020 617051 04/01/05 2113 DLT SOLUTIONS INC 6109853 MAPGUIDE 6.5 RNWL 0.00 2250.00 1020 617052 04/01/05 3117 DOLPHIN DESIGN INC 1108502 AQUARIUM SERV MAR2005 0.00 1350 .00 1020 617052 04/01/05 3117 DOLPHIN DESIGN INC 1108502 AQUARIUM SERV FEB2005 O. 00 1350 .00 1020 617052 04/01/05 3117 DOLPHIN DESIGN INC 1108502 AQUARIUM SERV DEC2004 o. 00 1350. 00 1020 617052 04/01/05 3117 DOLPHIN DESIGN INC 1108502 AQUARIUM SERV JAN2005 o. 00 1350.00 1020 617052 04/01/05 3117 DOLPHIN DESIGN INC 1108502 AQUARIUM SERV NOV2004 O. 00 1350.00 TOTAL CHECK O. 00 6750.00 1020 617053 04/01/05 2664 KATHLEEN DUTRA 5806449 SERVICE AGREEMENT FOR 0.00 480.00 1020 617054 04/01/05 3147 MARTHA ENGBER 5706450 SERVICE AGREEMENT FOR 0.00 350.00 1020 617055 04/01/05 260 FEDERAL EXPRESS CORP 110 COURIER SERV R28551 O. 00 11.18 1020 617055 04/01/05 260 FEDERAL EXPRESS CORP 110 COURIER SERV R29003 0 .00 32.55 1020 617055 04/01/05 260 FEDERAL EXPRESS eORP 1104100 COURIER SERVICE O. 00 9.81 1020 617055 04/01/05 260 FEDERAL EXPRESS CORP 110 COURIER SERV R29015 O. 00 13 .18 1020 617055 04/01/05 260 FEDERAL EXPRESS CORP 110 COURIER SERV R28874 O. 00 11.18 TOTAL CHECK O. 00 77.90 1020 617056 04/n/05 2361 FIRST BANKCARD 1108506 MARCH2005 STATEMENT 0 .00 19.24 1020 617056 04/01/05 2361 FIRST BANKCARD 4209228 MARCH2005 STATEMENT O. 00 6.83 TOTAL CHECK O. 00 26.07 1020 617057 04/01/05 2361 FIRST BANKCARD 1108501 MARCH2005 STATEMENT o. 00 16.72 1020 617057 04/01/05 2361 FIRST BANKCARD 1108507 MARCH2005 STATEMENT 0 .00 11.10 1020 617057 04/01/05 2361 FIRST BANKCARD 1108303 MARCH2005 STATEMENT 0 .00 123 .61 1020 617057 04/01/05 2361 FIRST BANKCARD 5708510 MARCH2005 STATEMENT O. 00 108. 12 1020 617057 04/01/05 2361 FIRST BANKCARD 2708405 MARCH2005 STATEMENT 0 .00 76.78 1020 617057 04/01/05 2361 FIRST BANKCARD 110820~ MARCH2005 STATEMENT 0 .00 208.92 1020 617057 04/01/05 2361 FIRST BANKCARD 1108504 MARCH2005 STATEMENT 0 .00 258.67 1020 617057 04/01/05 2361 FIRST BANKCARD 1108509 MARCH2005 STATEMENT 0 .00 30.20 1020 617057 04/01/05 236~ FIRST BANKCARD 1108508 MARCH2005 STATEMENT O. 00 227.76 TOTAL CHECK 0.00 1061.88 1020 617058 04/01/05 2361 FIRST BANKCARD 1104000 MAR2005 STATEMENT 0 .00 47.80 1020 617058 04/01/05 2361 FIRST BANKCARD 6104800 MAR2005 STATEMENT 0 .00 143.35 1020 617058 04/01/05 2361 FIRST BANKCARD 1103600 MAR2005 STATEMENT O. 00 59 . 95 1020 617058 04/01/05 2361 FIRST BANKCARD 5606640 MAR2005 STATEMENT 0 .00 56. 95 TOTAL CHECK O. 00 308 .05 RUN DATE 03/31/05 TIME 10:57:05 - FINANCIAL ACCOUNTING 1-3 03/31/05 ACCOUNTING PERIOD: 9/05 CITY OF CUPERTINO SELECTION CRITERIA: transact. trans_date between "03/28/2005" and "04/0~/2005" CHECK REGISTER - DISBURSEMENT FUND FUND - 110 - GENERAL FUND CASH ACCT CHECK NO 1020 1020 ~020 1020 TOTAL CHECK 1020 1020 ~020 ~020 TOTAL CHECK 1020 1020 TOTAL CHECK 1020 ~020 ~020 1020 1020 1020 TOTAL CHECK 1020 ~020 ~020 617059 617059 6~7059 6~7059 6~7060 617060 6~7060 617060 617061 617061 617062 617062 617062 617062 617062 617062 617063 617064 617065 1020 617066 1020 617066 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 617067 61706B 617069 617069 617069 617069 617069 617069 617069 617069 617069 617069 617069 617069 ISSUE DT --------------VENDOR------------- FUND/DEPT 04/01/05 04/01/05 04/01/05 04/01/05 2361 2361 2361 2361 FIRST BANKCARD FIRST BANKC.ARD FIRST BANKCARD FIRST BANKCARD 4239222 1108502 1108504 l108508 04/01/05 04/01/05 04/01/05 04/01/05 2361 2361 2361 2361 FIRST BANKCARD FIRST BANKCARD FIRST BANKCARD FIRST BANKCARD 5606680 5606640 5606620 1106647 04/01/05 04/01/05 2361 2361 FIRST BANKCARD FIRST BANKCARD 2159620 2709449 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 2361 2361 2361 2361 2361 236l FIRST BANKCARD FIRST BANKCARD FIRST BANKCARD FIRST BANKCARD FIRST BANKCARD FIRST BANKCARD 1108409 4209228 110B504 1108501 1108303 1108506 04/01/05 2271 04/01/05 266 04/01/05 273 04/01/05 274 04/01/05 274 04/01/05 281 04/01/05 3132 04/01/05 298 04/01/05 298 04/01/05 29B 04/01/05 298 04/01/05 298 04/01/05 298 04/01/05 29B 04/01/05 298 04/01/05 29B 04/01/05 298 04/01/05298 04/01/05 298 FLINT TRADING COMPANY 2708404 RYAN FORBES 5806449 FREMONT UNION H.S. DIST. 1101065 FRY'S ELECTRONICS FRY'S ELECTRONICS 1108303 1108303 GARDENLAND 6308840 SOPHIE GIARETTA 5706450 GRAINGER INC GRAINGER INC GRAINGER INC GRAINGER INC GRAINGER INC GRAINGER INC GRAINGER INC GRAINGER INC GRAINGER INC GRAINGER INC GRAINGER INC GRAINGER INC 6308840 6308840 6308840 6308840 6308840 1108830 1108830 1108504 1108501 5B06649 110B303 1108303 RUN DATE 03/31/05 TIME 10:57:06 -----DESCRIPTION------ MARCH200S STATEMENT MARCH2005 STATEMENT MARCH2005 STATEMENT MARCH2005 STATEMENT MAR2005 STATEMENT MAR2005 STATEMENT MAR2005 STATEMENT MAR200S STATEMENT MARCH2005 STATEMENT MARCH2005 STATEMENT MARCH2005 STATEMENT MARCH2005 STATEMENT MARCH200S STATEMENT MARCH2005 STATEMENT MARCH2005 STATEMENT MARCH2005 STATEMENT SUPPLIES SERVICE AGREEMENT FOR 5/13 TEEN COMMISSION RETURN SUPPLIES A27378 FY 2004-2005 OPEN PURC SERVICE AGREEMENT FOR FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004~2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC SUPPLIES PARTS/SUPPLIES PARTS/SUPPLIES SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 0.00 0.00 0.00 0.00 0.00 0.00 .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 0.00 - FINANCIAL ACCOUNTING PAGE 3 AMOUNT 809.42 23.28 191.62 43.27 1067.59 143.98 300.00 344.52 161.70 950.20 413.75 97.43 511.18 373.84 19.16 416.96 95.29 120.66 96.27 1122.1B 4718.24 7B3.10 242.25 -12.9B 550.92 537.94 91.51 342.00 2B1.80 33.09 340.99 238.46 42.30 220.49 1. 83 107.13 208.98 46.50 188.18 644.15 4-1 03/31/05 ACCOUNTING PERIOD; 9/05 CITY OF CUPERTINO CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: transact. trans date between "03/28/2005" and "04/01/2005" FUND - 110 - GENERAL FUND TOTAL CHECK CASH ACCT CHECK NO 1020 1020 1020 1020 TOTAL CHECK 1020 617070 617071 617071 617071 617072 1020 617073 1020 617073 TOTAL CHECK 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 617074 617074 617074 617074 617075 617076 617077 617078 617079 617079 617079 617080 617081 617082 617082 617082 617082 617083 617084 617085 617086 ISSUE DT --------------VENDOR------------- FUND/DEPT 04/01/05 315 04/01/05 04/01/05 04/01/05 3026 3026 3026 JILL HAFF 5806449 04/01/05 2612 04/01/05 1898 04/01/05 1898 04/01/05 04/01/05 04/01/05 04/01/05 1981 1981 1981 1981 HEALTH CARE DENTAL TRUST 110 HEALTH CARE DENTAL TRUST 110 HEALTH CARE DENTAL TRUST 110 RONALD HOGUE 5506549 04/01/05 354 04/01/05 1009 04/01/05 1529 04/01/05 2292 04/01/05 04/01/05 04/01/05 1972 1972 1972 HORIZON HORIZON 1108314 1108314 04/01/05 371 04/01/05 3092 04/01/05 385 04/01/05 385 04/01/05 385 04/01/05 385 04/01/05 2300 04/01/05 3155 04/01/05 2728 04/01/05 3228 INTERSTATE TRAFFIC CONTR 1108314 INTERSTATE TRAFFIC CONTR 1108303 INTERSTATE TRAFFIC CONTR 1108315 INTERSTATE TRAFFIC CONTR 2708405 J CRAWFORD & ASSOCIATES 5806449 J.A. SEXAUER INC 1108511 KELLEY DISPLAY INC. 1103301 KIER & WRIGHT 1108101 KIMBALL-MIDWEST KIMBALL-MIDWEST KIMBALL-MIDWEST 6308840 6308840 6308840 LISA KING 5806449 KATHY KLEIN 5806449 LAB SAFETY SUPPLY LAB SAFETY SUPPLY LAB SAFETY SUPPLY LAB SAFETY SUPPLY 5708510 1108407 5708510 1108005 BARBARA LAUX 5506549 LEE WAYNE CORPORATION 1103301 JOHN LEE 5806449 LYJA LEVAS 5706450 RUN DATE 03/31/05 TIME 10;57:06 -----DESCRIPTION------ ABROBICS INSTRUCTION UNREP 1539-0004 OE3 1539-0005 CEA 1539-0006 SERVICE AGREEMENT FOR FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC TRAFFIC CONES AND BARR TRAFFIC CONES AND BARR TRAFFIC CONES AND BARR BUCKLES A27377 AWARDS/B.FUNRUN 26487 SUPPLIES BANNER FOR THE GOLDER SERVICE AGREEMENT FOR PARTS/SUPPLIES PARTS/SUPPLIES PARTS/SUPPLIES A27373 A27373 A27373 SERVICE AGREEMENT FOR SERVICE AGREEMENT FOR SUPPLIES SUPPLIES AA27280 SUPPLIES SUPPLIES A27366 SERVICE AGREEMENT FOR 50TH B.DAY MAGNETS SERVICE AGREEMENT FOR SERVICE AGREEMENT FOR SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 4 AMOUNT 2353.90 540.00 3898.08 4197.58 6100.92 14196.58 200.00 33 .94 403.45 437.39 1609.82 1609.81 1611.03 83.35 4914.01 451.16 320.40 4188.26 10691.40 178.96 81.92 -257.14 .74 598.00 280.09 157.22 -286.00 47.55 484.68 403.45 600.00 317.40 153.00 245.00 - FINANCIAL ACCOUNTING .I.{-5 03/31/05 ACCOUNTING PERIOD: 9/05 CITY OF CUPERTINO SELECTION CRITERIA: transact. trans_date between "03/28/2005" and "04/01/2005" CHECK REGISTER DISBURSEMENT FUND FUND - 110 - GENERAL FUND CASH ACCT CHECK NO 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 TOTAL CHECK 1020 1020 TOTAL CHECK 1020 1020 1020 617087 617088 6170B9 617090 617091 617092 617093 617094 617095 617096 617097 617097 n7097 617097 617097 617097 617097 617097 617097 617097 617097 617097 617098 617099 617099 617100 617100 617101 617102 617103 ISSUE DT --------------VENDOR----~-------- FUND!DEPT 04/01/05 400 04/01/05 2713 04/01/05 1906 04/01/05 MEZOOS 04/01/05 1023 04/01/05 456 04/0~/05 826 04/01/05 1137 04/01/05 3109 04/01/05 2562 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 493 493 493 493 493 493 493 493 493 493 493 493 LIFETIME TENNIS INC 5706450 04/01/05 2444 04/01/05 515 04/01/05 515 04/01/05 526 04/01/05 526 04/01/05 545 04/01/05 3149 04/01/05 2661 REBECCA MCCORMICK 5806449 MITY-LITE INC 1108504 MIYAKAWA, LAURA 1104510 MASSOUD MODJTBHBDI 1107502 MONARCH TRUCK CENTER 6308840 MTCI CALIFORNIA CORP. 1108601 EILEEN MURRAY 1101500 NATIONAL ELEVATOR CO. IN 5708510 NEWCOMB MECHANICAL INC. 5708510 OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT 1107503 1108201 5806249 1106230 5806349 1103500 1107301 1103500 1108201 5806249 1104310 5806349 PACIFIC GAS & ELECTRIC 1108830 PACIFIC WEST SECURITY IN 1108504 PACIFIC WEST SECURITY IN 1108503 PENINSULA DIGITAL IMAGIN 4259313 PENINSULA DIGITAL IMAGIN 110 JEFF PISERCHIO 5606640 MELISSA PITTILLO 5706450 .PROFESSIONAL TURF MGMNT, 5606640 RUN DATE 03/31/05 TIME 10;57:06 -----DBSCRIPTION------ PRIVATE 2/28~3/22 SERVICE AGREEMENT FOR SUPPLIES DEFENSIVE DRIVE EXPS PLAN CHECK 2/1-3/1/05 PARTS A27379 SERVICE AGREEMENT FOR MILEAGE/PARKING EXPS MONTHLY MAINT.SERV. SCOPE OF WORK HVAC REP OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES 2/B-3/22 SERVICE CALL 3/03 REIMBURSE BLUEPRINTS CALI MILL IMPROVE PLN CIVIC PRK III R25310 SERVICB 3/16-3/29 SERVICB AGREEMENT FOR MAINT. FEE MARCH 2005 SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 0.00 0.00 0.00 PAGE 5 AMOUNT 6598.47 240.00 2303.73 62.57 96718.00 166.36 900.00 133.06 115.00 9908.12 13.61 58.42 70.59 12.93 5.06 54.77 13 .61 172.96 36.04 2.29 230.02 11.30 681.60 18739.10 155.83 303.10 458.93 44.96 400.59 445.55 1995.00 520.00 15022.67 - FINANCIAL ACCOUNTING 1-(P 03/31/05 ACCOUNTING PERIOD: 9/05 CHECK REGISTER CITY OF CUPERTINO DISBURSEMENT FUND SELECTION CRITERIA: transact.tranO"! date between "03/28/2005" and "04/01-/2005" FUND - 110 - GENERAL FUND 1020 CASH ACCT CHECK NO 617104 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 617105 617106 617107 617108 617109 617110 617111 617112 617112 617112 617112 617113 617113 617113 617113 617113 617113 617114 617115 617116 617117 617118 617119 617119 617119 617119 617120 617121 617122 04/01/05 570 ISSUE DT --------------VENDOR------------- FUND/DEPT 1103303 04/01/05 571 04/01/05 2333 04/01/05 M 04/01/05 2011 04/01/05 979 04/01/05 626 04/01/05 1636 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 04/01/05 644 04/01/05 1488 04/01/05 647 04/01/05 3226 04/01/05 659 04/01/05 04/0l/05 04/01/05 04/0l/05 04/01/05 2320 04/01/05 681 04/01/05 684 2692 2692 2692 2692 511 511 511 511 511 511 2810 2810 2810 2310 RÞ.DIOSHACK CORP RAINBOW RACING SYSTEM THEA RUNYAN Reichard, Rosemarie 5806449 5706450 550 CITY OF SAN JOSE s.O.s. SURVIVAL PRODUCTS 1104400 2109612 SANTA CLARA CO DEPT OF R 1102100 SANTA CLARA CTY SHERIFF 1104510 SBe SBe SBe SBe SSC/Mcr SSC/MCr SSC/MCr SSC/MCI SSC/Mer SSC/MCI ' 5708510 1108501 1108501 1108501 1108501 1108501 1108502 1108507 6104800 1108503 SCREEN DESIGNS 5806449 SEARS 1108601 ELIZABETH SHANNON 5806449 TAMARA SHErNKMAN-LEWIS 5806449 SKYHAWKS SPORTS ACADEMY 5806449 SMART & FINAL SMART & FINAL SMART & FINAL SMART & FINAL SNAP-ON INDUSTRIAL CONNIE BANDA STEVENS CHERYL STODDARD RUN DATE 03/31/05 TIME 10:57:06 1106344 5806349 5806449 5806449 6308840 5806449 5806449 -----DESCRIPTION------ SUPPLIES 20167 SUPPLIES A26564 SERVICE AGREEMENT FOR REF: 71911 & 71912 SUPPLIES A25840 MAINT. FY2004/05 CITATIONS JAN2005 FINGERPRINTS FES2005 3/07-4/06 3/07-4/06 3/07-4/06 3/07-4/06 #5171195 #0213488 #2524620 #5170211 #0215331 #9969248 2/01-]/19 3/01-]/31 2/01-]/27 2/01-2/27 3/01-3/31 2/01-3/27 SHIRTS/FUNRUN A26488 TOOLBOX/SPLY 13278 SERVICE AGREEMENT FOR SERVICE AGREEMENT FOR SERVICE AGREEMENT FOR SUPPLIES A26485 B.BASH SUPPLY A26485 SUPPLIES FUNRUN 26478 SUPPLIES FUNRUN 26307 REPAIRS A27356 SERVICE AGREEMBNT FOR SERVICE AGREEMENT FOR SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 6 AMOUNT 33.54 159.00 400.00 3690.00 439.85 4000.00 2315.00 80.00 55.30 55.30 55.30 55.30 221.20 87.72 589.32 105.05 14.44 589.32 14.68 1400.53 1883.55 ]4.07 480.00 334.92 1248.00 41. 67 103.15 6.50 142.88 294.20 194.00 592.00 300.00 - FINANCIAL ACCOUNTING i{-7 03/3~/OS ACCOUNTING PERIOD: 9/05 CITY OF CUPERTINO SELECTION CRITERIA: transact. trans_date between "03/28/2005" and "04/01/2005" CHECK REGISTER - DISBURSEMENT FUND FUND - 110 - GENERAL FUND CASH ACCT CHECK NO 1020 1020 1020 1020 1020 1020 617123 617124 617125 617126 617127 617128 1020 617129 1020 617129 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 617130 617131 617132 617133 H7134 617135 617136 617137 617138 617138 617138 617139 617140 TOTAL CASH ACCOUNT 617141 TOTAL FUND TOTAL REPORT ISSUE DT ---------···--VENDOR------------- FUND/DEPT 04/01/05 700 04/01/05 701 04/01/05 708 04/01/05 709 04/01/05 1794 04/01/05 1193 04/01/05 ~63~ 04/01/05 1631 04/01/05 2226 04/01/05 738 04/01/05 2823 04/01/05 750 04/01/05 1329 04/01/05 2904 04/01/05 768 04/01/05 779 04/01/05 04/01/05 04/01/05 774 774 774 TARGET SPECIALTY PRODUCT 1~08407 TARGET STORES 5706450 04/01/05 792 04/01/05 3225 04/01/05 799 NANCY THOM PSON 5806449 LOU THURMAN 5806449 TMT-PATHWAY LLC 6309820 TOMARK SPORTS 1108314 UNITED GREEN MARK INC UNITED GREEN MARK INC 1108315 1108303 UNITED RENTALS HIGHWAY T 2708405 VALLEY OIL COMPANY 6308840 VANTECH SAFETYLINE 1104400 VISION SERVICE PLAN (CA) 110 VICENT WANG 1106500 WEBEX COMMUNICATIONS INC 6104800 WEST GROUP PAYMENT CENTE 1101500 WEST-LITE SUPPLY CO INC 1108507 WESTERN HIGHWAY PRODUCTS 2708405 WESTERN HIGHWAY PRODUCTS 2708405 WESTERN HIGHWAY PRODUCTS 2708405 LILY WU 5706450 ANITA YEE 5706450 ZANKER ROAD LANDFILL 5208003 RUN DATE 03/31/05 TIME 10:57:06 -----DESCRIPTION------ FY 2004-2005 OPEN PURC SUPPLIES 25414 SERVICE AGREEMENT FOR SERVICE AGREEMENT FOR REFURBISH STREET STPR BLEACHER PLNKS A27369 GAL-SENSE REMOTE eONTR SUPPLIES A27381 SIGN BLANKS A27363 FY 2004-2005 OPEN PURe ITEM MVY103HS MESH VE VISION INSUR APRIL05 PIANO TUNING 3/29 APRIL05 WEB SERVICE MCQUILLIN LAW LIGHTING SUPPLIES FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC SERVICE AGREEMENT FOR SERVICE AGREEMENT FOR YARDWASTE FEB2005 SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 .00 .00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 1 AMOUNT 2200.86 19.44 270.00 708.23 21395.61 361.94 864.92 106.36 971.28 72 .53 5627.93 322.67 2074.74 80.00 631. 25 255.47 162.81 102.84 214.34 -102.84 214.34 152.00 175.00 11594.46 317374.65 317374.65 317374.65 - FINANCIAL ACCOUNTING '-õ DRAFT RESOLUTION NO. 05-060 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO ALLOWING CERTAIN CLAIMS AND DEMANDS PAYABLE IN THE AMOUNTS AND FROM THE FUNDS AS HEREINAFTER DESCRIBED FOR GENERAL AND MISCELLANEOUS EXPENDITURES FOR THE PERIOD ENDING APRIL 08, 2005 WHEREAS, the Director of Administrative Services or her designated representative has certified to accuracy of the following claims and demands and to the availability of funds for payment hereof; and WHEREAS, the said claims and demands have been audited as required by law. NOW, THEREFORE, BE IT RESOLVED, that the City Council hereby allows the following claims and demands in the amounts and from the funds as hereinafter set forth in Exhibit "A". CERTIFIED: Ú/L.1A,J.... {)A--¿O'îfC'-el Director of Administrative Services PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this ~day of May ,2005, by the following vote: Vote Members of the City Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino "I - c¡ 04/07/05 ACCOUNTING PERIOD: 10/05 CITY OF CUPERTINO CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: transact. trans date between "04/04/2005" and "04/08/2005" FUND - 110 - GENERAL FUND 1020 CASH ACCT CHECK NO 616729 V 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 TOTAL CHECK 1020 1020 TOTAL CHECK 1020 617142 617143 617144 617145 617146 617147 617148 617149 617149 617150 617151 617152 617153 617153 617154 617155 617156 617157 617158 617158 617159 617159 617160 617160 617161 03/11/05 M ISSUE DT --------------VENDOR------------- FUND/DEPT 550 04/08/05 2328 04/08/05 2825 04/08/05 nos 04/08/05 1680 04/08/05 3210 04/08/05 M2005 04/08/05 M 04/08/05 04/08/05 ME200S ME2005 04/08/05 M2005 04/08/05 96 04/08/05 2618 04/08/05 04/08/05 M2005 M2005 04/08/05 720 04/08/05 2698 04/08/05 3050 04/08/05 100 04/08/05 04/08/05 ME2005 ME2005 04/08/05 04/08/05 ME2005 ME2005 04/08/05 04/08/05 ME2005 ME2005 04/08/05 M RUN DATE 04/07/05 TIMB 11:52:44 Logan, Jesse A/C SERVICE & DESIGN CO. 4209227 5806349 ACADEMIC CHESS CELESTE TILLSON ADVANTAGE GRAPIX AETNA AIRGAS SAFETY ALSHAHWANY, HALA ANTONUCCI, JOSEPH ANTONUCCI, JOSEPH ARMA INTERNATIONAL 5806349 520B003 6414570 1104400 580 1104510 1104510 1104300 BAIS INC-BAY AREA NET ARROWHEAD MTN SPRING WAT 5606680 1108602 BALDE, MARINKO BALDS, MARINKO BATTERY SYSTEMS BAUDVI LLE, INe. VASANTHI BHAT BMI IMAGING SYSTEMS BOFFILO, BOFFILO, JERRY JERRY BOTELHO, BOTELHO, ROBERT ROBERT BROWN, DONALD BROWN, DONALD BYAKOD, PREETI 110 110 630B840 1102401 5506549 1104300 1104510 1104510 1104510 1104510 1104510 1104510 580 -----DESCRIPTION------ Refund: Check - Trip c TIME/MATERIALS SERVICE AGREEMENT FOR SERVICE AGREEMENT FOR BROCHURES PRINTING L.TERM DISABLTY APR05 SAFETY CAN Refund: Check - Return MHD ADJUST DIFF FEB05 MHD ADJUST DIFF JANOS ARMA RENEWAL K.SMITH BOTTLED DRINKING WTR ADSL 12MO. SERVICE GEOLOGIC/ARCHITEC GEOLOGIC/ARCHITEC RFD RFD FY 2004-2005 OPEN FURe JUMBO POSTCARD SERVICE AGREEMENT FOR FY 2004-2005 OPEN PURC MED ADJ DIFF FEB2005 MED ADJ DIFF JAN2005 MED ADJ DIFF. JAN2005 MED ADJ DIFF. FEB200S MED ADJ DIFF JAN2005 MED ADJ DIFF FEB2005 Refund: eheck - SPRING SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 L~rJL, PAGE 1 AMOUNT -284.00 526.73 5760.00 196.66 9373.26 3332.00 221.96 300.00 37.48 37.48 74.96 150.00 151.03 1058.40 246.03 11.93 257.96 53.92 76.80 360.00 802.40 32.00 32.00 64.00 100.00 100.00 200.00 60.00 60.00 120.00 115.00 - FINANCIAL ACCOUNTING '{-IO 04/01/05 ACCOUNTING PERIOD: 10/05 CITY OF CUPBRTINO CHECK REGISTER DISBURSEMENT FUND SELECTION CRITERIA, transact. trans_date between "04/04/2005" and "04/0B/2005" FUND - 110 - GENERAL FUND CASH ACCT CHBCK NO 1020 1020 1020 1020 1020 102.0 1020 1020 TOTAL CHECK 1020 617162 617163 617164 617165 617166 617166 617166 617166 617167 1020 61716B 1020 61716B TOTAL CHECK 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 617169 617169 617169 617169 617170 617170 617170 617170 617170 617170 617170 617170 617170 617170 617171 617172 617172 617173 617174 617175 617175 ISSUE DT --------------VBNDOR-------~----- FUND/DEPT 04/06/05 M 04/08/05 M 04/08/05 M 04/0a/05 127 04/06/05 132 04/0a/05 132 04/0B/05 132 04/0a/05 132 04/oa/05 M 04/08/05 2232 04/08/05 2232 04/0a/05 146 04/08/05 146 04/08/05 146 04/08/05 146 04/08/05 149 04/08/05 149 04/oa/05 149 04/0a/05 149 04/08/05 149 04/08/05 149 04/08/05 149 04/08/05 149 04/06/05 149 04/0a/05 149 04/0a/05 155 04/oa/05 1057 04/08/05 1057 04/08/05 1156 04/08/05 2626 04/08/05 ME2005 04/08/05 ME2005 Benedetti, Diane 550 Bertuccio, Emma 550 Bowers, Betty 550 THE CALIFORNIA CHANNEL 1103500 CALIFORNIA WATER SERVICE 1108314 CALIFORNIA WATER SERVICE 110B50B CALIFORNIA WATER SERVICE 1108509 CALIFORNIA WATER SERVICE 110a407 CAD, WEIXUN 5BO CARIAGA, LOURDES CARIAGA, LOURDES no no CASH CASH CASH CASH 5806349 1106343 1106344 5B06249 CASH CASH CASH CASH CASH CASH CASH CASH CASH CASH 1101000 1102401 1104000 1104001 1104400 1104510 1108503 230a004 2709449 1100000 CENTRAL WHOLESALE NURSER 110a407 CERIDIAN BENEFITS SERVIC 110 CERIDIAN BENEFITS SERVIC 110 CHA no CHANG, CHEN-YA 1103300 CHEVALIER, CHARLES CHEVALIER, CHARLES 1104510 1104510 RUN DATE 04/07/05 TIME 11:52:44 -----DBSCRIPTION------ RFD: 72416 & 72418 . Refund: check - Trip c Refund: check - Trip c PROGRAMMING APRIL05 2/23-3/22 2/23-3/22 2/23-3/22 2/23-3122 RBF; 321694 & 321696 CSGARNSMNT SSGARNSMNT P.CASH 3/21-3/31 P.CASH 3/21-3/31 P.CA.SH 3/21-3/31 P.CASH 3/21-3/31 P.CASH 3/23-4/05 P.CASH 3/23-4/05 P.CASH 3/23-4/05 P.CASH 3/23-4/05 P.CASH 3/23-4/05 P.CASH 3/23-4/05 P.CASH 3/23-4/05 P.CASH 3/23-4/05 P.CASH 3/23-4/05 P.CASH 3/23-4/05 LANDSCAPE SPLY A2739a *FLEX HLTH *FLEX DEP CHA CLIPPING SERV MAR05 MED ADJ DIFF FEB2005 MED ADJ DIFF JAN2005 SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAGB 2 AMOUNT 96.00 36.00 36.00 253.34 341.13 61.35 D.35 1254.54 1676.37 27a.00 306.50 103.a4 410.34 83.53 16.08 16.98 41. 31 157.90 35.05 4.1.43 47.03 42.00 46.79 42.02 33.90 15.96 21.46 -1.00 324.64 239.94 433.60 .14.43 448.03 93.00 200.00 32.00 32.00 - FINANCIAL ACCOUNTING f-/I 04(07/05 CITY OF CUPERTINO PAGE 3 ACCOUNTING PERIOD: ~O/O5 CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: transact . trans - date between "04/04/2005" and "04/08/2005" FUND - 110 - GENERAL FUND CASH ACe! CHECK NO ISSUE DT --------------VENDOR------------- FUND/DEPT -----DESCRIPTION------ SALES TAA AMOUNT TOTAL CHECK 0.00 64.00 1020 617176 04/08/05 2871 JACKSON CHOW 5806349 SERVICE AGREEMENT FOR 0.00 5839.67 1020 617177 04/08/05 ME200S CHRISTY DONOHUE-AKATIFF 1104510 MED ADJ DIFF JAN200S o. 00 32 .00 1020 617177 04/08/05 ME200S CHRISTY DONOHUE-AKATIFF 1104510 MED ADJ DIFF FEB200S o. 00 32 .00 TOTAL CHECK o. 00 64. 00 1020 617178 04/08/05 1612 BARRIE D COATE 110 ARBORIST REVI EW 0.00 621. 50 1020 617178 04/08/05 1612 BARRIE D COATE 110 ARBORIST REVI EW 0.00 500 .00 1020 617178 04/08/05 1612 BARRIE D COATE 1107302 ARBORIST REVIEW 0.00 17. 50 TOTAL CHECK 0.00 1139.00 1020 617179 04/0B/05 173 COCA-COLA BOTTLING OF CA 5706450 FY 2004-2005 OPEN PURC 0.00 192. B5 1020 617180 04/0B/05 178 COLONIAL LIFE & ACCIDENT 110 *COLONIAL/E7013899 0.00 173 .19 1020 6171BO 04/08/05 178 COLONIAL LIFE & ACCIDENT 110 COLONIAL/E7013899 .00 261. 21 TOTAL CHECK 0 .00 434. 40 1020 617181 04/08/05 3100 COM CAST 1108501 4/07-5/06 SPORTS CTR 0.00 91.90 1020 617182 04/08/05 183 COTTON SHIRES & ABSO INe 110 GEOLOGIC REVIEW 0.00 2500. 00 1020 617182 04/08/05 183 COTTON SHIRES & ASSO INe 110 GEOLOGIC REVIEW 0 .00 1754 .75 1020 617182 04/08/05 183 COTTON SHIRES & ASSO INe 1107302 GEOLOGIC REVIEW o. 00 929.25 1020 617182 04/08/05 183 COTTON SHIRES & ASSO INe 110 GEOLOGIC REVIEW o. 00 1404.00 1020 617182 04/08/05 183 COTTON SHIRES & ASSO INe 110 GEOLOGIC REVI EW o. 00 320 .00 1020 617182 04/08/05 183 COTTON SHIRES & ASSO INe 110 GEOLOGIC REVIEW 0 .00 1494 .20 1020 617182 04/08/05 183 COTTON SHIRES & ASSO INe 110 GEOLOGIC REVIEW 0 .00 1818 .75 1020 617182 04/08/05 183 COTTON SHIRES & ASSO INe 110 GEOLOGIC REVIEW 0 .00 2291. 50 TOTAL CHECK .00 12512.45 1020 617183 04/08/05 1312 COUNTRY CLUB CAR WASH 6308840 CAR WASHES A27342 0.00 310.00 1020 617184 04/08/05 ME200S COWAN , ROBERT 1104510 MED DIFF ADJ FEB2005 o. 00 7.38 1020 617184 04/08/05 ME2005 COWAN, ROBERT 1104510 MED DIFF ADJ JAN2005 0 .00 7 .38 TOTAL CHECK 0 .00 14 .76 1020 617185 04/08/05 187 MARY J CRAWFORD 5806349 AFTERSCHOOL ENRICHMNT 0.00 676.00 1020 617186 04/08/05 3121 CREATIVE GROUP 1103300 MAP/CITY FACILITIES 0.00 60.00 1020 617187 04/08/05 191 CUPERTINO CHAMBER OF COM 1101000 STAR AWDS K.WANG 0.00 85.00 1020 61718B 04/08/05 194 cUPERTINO SUPPLY INe 1108312 FY 2004-2005 OPEN PURC 0 .00 89 .20 1020 617188 04/08/05 194 CUPERTINO SUPPLY INe 5606660 SUPPLIES o. 00 loa . '4 TOTAL CHECK 0.00 198 .14 1020 617189 04/08/05 2922 DAVE'S AUTO & FABRlCATIO 6309820 MOWER TRAILER #125 AND 0.00 2723.7S 1020 617190 04/08/05 20' DB ANZA SERVICES INe 1108512 SPBCIAL SERVICES MARS 0.00 895.00 RUN DATE 04/07/05 TIME 11:52:45 - FINANCIAL ACCOUNTING I{ -/~ 04/07/OS ACCOUNTING PERIOD; 10/05 CITY OF CUPERTINO SELECTION CRITERIA: transact. trans date bet-we",n "04/04/2005" and "04/08/2005" CHECK REGISTER - DISBURSEMENT FUND FUND - 110 - GENERAL FUND CASH ACCT CHECK NO 1020 1020 TOTAL CHECK Gin9! 617191 1020 617192 1020 617192 1020 617192 TOTAL CHECK 1020 617193 1020 617193 1020 617193 TOTAL CHECK 1020 1020 1020 1020 TOTAL CHECK 1020 617194 617195 617196 617196 617197 1020 617196 1020 61719B TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 617B9 617200 617201 617202 617203 617204 617205 617206 617207 617208 617208 617206 ISSUE DT --------------VENDOR------------- FUND/DEPT 04/08/05 04/08/05 MEZOOS ME200S 04/08/05 212 04/08/05 212 04/08/05 212 04/08/05 1242 04/08/05 1242 04/08/05 1242 04/08/05 1354 04/08/05 2690 04/08/05 04/08/05 ME2005 ME2005 04/08/05 3093 04/08/05 ME200S 04/08/05 ME200S 04/08/05 228 04/08/05 3083 04/08/05 M 04/08/05 3303 04/08/05 3284 04/08/05 242 04/08/05 243 04/08/05 250 04/08/05 M 04/08/05 04/08/05 04/08/05 2361 2361 2361 RUN DATE 04/07/05 TIME 11:52:45 DEAN, DEAN, WALLACE WALLACE 1104510 1104510 DEPARTMENT OF CONSERVATI 110 DEPARTMENT OF CONSERVATI 1100000 DEPARTMENT OF CONSERVATI 110 DIGITAL PRINT IMPRESSION 1107301 DIGITAL PRINT IMPRESSION 1108101 DIGITAL PRINT IMPRESSION 5506549 DIRECT SAFETY COMPANY 1108303 DITCH WITCH SALES BAY AR 6308840 DONOGHUE, BRUCE DONOGHUE, BRUCE 1104510 1104510 Q. C. DOUGHTY 5706450 DOWLING, STEPHEN DOWLING, STEPHEN 1104510 1104510 DUBAY'S TIRE SERVICE INC 6308840 DYNAMIC GRAPHICS, INC. 1103600 Duniway, Lynn sso ECHOLAB LLC 1103500 EMERGENCY MEDICAL PRODUC 1104400 EMPLOYMENT DEVEL DEPT no EMPLOYMENT DEVELOPMENT no EUPHRAT MUSEUM OF ART 5806349 Everitt, Marjorie SSO FIRST BANKCARD FIRST BANKCARD FIRST BANKCARD 1101000 1104510 1102401 -----DESCRIPTION------ MED ADJ DIFF JAN2005 MED ADJ DIFF FEB2005 SEISMIC FEES 1/1-3/31 SEISMIC FEES 1/1-3/31 SEISMIC FEES 1/1-3/31 B. CARDS/G. CHAO B.CARDS/O.ARRANTS B.CARDS/L.STANFORD SAFETY GLASSES EQPMNT PARTS A27365 MED ADJ DIFF JAN200S MHD ADJ DIFF FEB200S SERVICE AGREEMENT FOR MEO ADJ DIFF JAN2005 MEO ADJ OIFF FEB2005 DIAGNOSTIC CHK A27343 LIQUID LBRY APRIL05 Refund: Check - Cartoo POWER SUPPLY FOR 5000 SUPPLIES A25843 SIT/932-0014-5 SDI/776-5260-0 SERVICE AGREEMENT FOR Refund: Check - Cartoo MAR2005 STATEMENT MAR200S STATEMENT MAR2005 STATEMENT SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 - FINANCIAL ACCOUNTING PAGE 4 AMOUNT 27.38 27.38 54.76 2967.50 -205.37 1139.80 3901.93 62.71 62.71 51.87 177 .29 8.32 50.69 32.00 32.00 64.00 1096.00 7.38 7.38 14.76 494.00 79.00 35.00 960.00 336.87 15593.85 995.96 3979.17 35.00 560.11 54.65 77.34 692 .10 '1-/3 04/07/05 ACCOUNTING PERIOD: 20/05 CITY OF CUPERTINO SELECTION CRITERIA: tranEJact.trans_date between "04/04/2005" and "04/08/2005" CHECK REGISTER - DISBURSEMENT FUND FUND - 110 - GENERAL FUND CASH ACCT CHECK NO 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 :1020 1020 TOTAL CHECK 1020 617209 6:17209 6:17209 617209 617209 617209 617210 6:17210 617210 617210 6172:11 1020 6:17212 1020 6172:12 TOTAL CHECK 1020 :1020 1020 1020 TOTAL CHECK 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 :1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 617213 6172:14 617215 6:17215 617216 617216 617217 617218 617219 617220 617220 617220 617220 617220 617220 6:17220 617220 617220 617220 617220 617220 ISSUE DT --------------VENDOR------------- FUND/DEPT 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 2843 04/08/05 268 04/08/05 268 04/08/05 274 04/08/05 2201 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 2592 04/08/05 3211 04/08/05 3239 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 2361 2361 2361 2361 2361 2361 2361 2361 2361 2361 298 298 301 301 334 334 334 334 334 334 334 334 334 334 334 334 FIRST BANKCARD FIRST BANKCARD FIRST BANKCARD FIRST BANKCARD FIRST BANKCARD FIRST BANKCARD 5806449 1106647 5806349 1106265 5806349 5806249 FIRST BANKCARD FIRST BANKCARD FIRST BANKCARD FIRST BANKCARD 1101200 1103500 1103300 1101000 FOLGER GRAPHICS INC. 1103400 FOSTER BRaS SECURITY SYS 1108501 FOSTER BRaS SECURITY SYS 1108502 FRY'S ELECTRONICS 6104800 MEENA GOPAL 5806349 GRAINGER INc GRAINGER INC 1108005 1108830 GRAYBAR ELECTRIC CO INC GRAYBAR ELECTRIC CO INc 1108504 1108504 HAM RADIO OUTLET, INC. 1104400 HARTFORD-PRIORITY AccTS 110 HÀRUNA SHIOKAWA 5806349 HOME DEPOT CREDIT SERVIC 1108312 HOME DEPOT cREDIT SERVIC 1108312 HOME DEPOT CREDIT SERVIC 1108303 HOME DEPOT CREDIT SERVIC 1108314 HOME DEPOT CREDIT SERVIC 1108312 HOME DEPOT CREDIT SERVIC 5806649 HOME DEPOT CREDIT SERVIC :1:108303 HOME DEPOT CREDIT SERVIC 1108303 HOME DEPOT CREDIT SERVIC 2708403 HOME DEPOT cREDIT SERVIC 1108303 HOME DEPOT CREDIT SBRVIC 1108303 HOME DEPOT CREDIT SBRVIC 2708404 RUN DATE 04/07/05 TIME 11:52:45 -----DESCRIPTION------ MAR2005 STATEMENT MAR2005 STATEMENT MAR2005 STATEMENT MAR2005 STATEMENT MAR2005 STATEMENT MAR2005 STATEMENT MARCH2005 STATEMENT MARCH2005 STATEMENT MARCH2005 STATEMENT MARCH2005 STATEMENT APRIL 2005 SCENE LOCK/KEY SUPPLIES KBY/LOCK SUPPLIES SUPPLIES 15549 PRESCHOOL SUPPLIES PARTS/SUPPLIES FY 2004-2005 OPEN PURC SUPPLIES SUPPLIES BASE SCANNER W/DIGITAL LIFE & AD&D APRIL200S SERVICE AGREEMENT FOR PARTS/SUPPLIES 20:162 PARTS/SUPPLIES 20160 PARTS/SUPPLIES 20164 PARTS/SUPPLIES A27383 PARTS/SUPPLIES 20161 PARTS/SUPPLIES A26033 PARTS/SUPPLIES A27353 PARTS/SUPPLIES A27340 PARTS/SUPPLIES 20:171 PARTS/SUPPLIES A27358 PARTS/SUPPLIES A27352 PARTS/SUPPLIES 20321 SALES TAX .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 5 AMOUNT 20.39 16.60 1488.00 2286.67 655.34 197.99 4664.99 294.08 3050.93 120.99 :107.85 3573.B5 2679.90 22:1.78 1276.98 149B.76 27.05 93.57 383.02 73.72 456.74 ~75.29 -166.54 8.75 999.99 6208.13 1290.90 21.69 40.96 21.30 488.90 40.96 386.44 48.23 182.05 29.22 50.94 96 .41 37.65 1444.75 - FINANCIAL ACCOUNTING J{+t 04/07/0S ACCOUNTING PERIOD: lO/OS CITY OF CUPERTINO CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: transact. trans_date between "04/04/2005" and "04/0a/2005" FUND - 110 - GENERAL FUND CASH ACCT CHECK NO 1020 1020 1020 1020 1020 1020 1020 l020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 617221 617222 617223 617224 617225 617226 617227 617228 617228 617229 617230 617231 617232 617233 617234 617234 617235 1020 617236 1020 617236 TOTAL CHECK 1020 1020 1020 1020 TOTAL CHECK 1020 1020 617237 617238 617239 617239 617240 617241 ISSUE DT --------------VENDOR------------- FUND/DEPT 04/08/05 1898 04/08/05 M200S 04/08;05 341 04/08/05 343 04/06/05 3:237 04/08/05 M200S 04/08/05 M 04/08/05 04/08/05 JOBS 3085 HORIZON :n08407 HUMPHRY'S RESTAURANT 5506549 lCMA RETIREMENT TRUST-45 110 ICE CENTER OF CUPERTINO 5806449 YUL INN IXZIBIT Isetorp, Susan J.J.R. CONSTRUCTION INC J.J.R. CONSTRUCTION INC JOHNSON, RHONDA Jensen, Mary KIDZ LOVE SOCCER INC KIM, EUN SUN KIM, KYEONG KOPPEL, KOPPEL, BARBARA BARBARA 04/08/05 M2005 04/08/05 M 04/08/05 1630 04/08/05 M 04/08/05 M 04/08/05 04/08/05 ME2005 ME2005 LAWSON PRODUCTS INC LEDESMA, PAMELA LEDESMA, PAMELA LESCO 5806349 110 550 2708403 2709450 5806349 550 5806449 580 580 1104510 1104510 2708405 1104510 1104510 LESLIE'S POOL SUPPLIES I 6308840 1108315 LEWIS POOLS LEWIS POOLS LIFE SAFETY ASSOCIATES LOGAN, VIRGINIA RUN DATE 04/07/05 TIME 11:52:45 04/08/05 390 04/08/05 ME2005 04/08/05 ME2005 04/08/05 2999 04/08/05 397 04/08/05 04/08/05 M2005 M2005 04/08/05 2653 04/08/05 M 1100000 110 1104400 550 -----DESCRIPTION------ FY 2004-2005 OPEN PURC LUNCH 4/11 FULL PYMT WINTER SESS *ICMA SERVICE AGREEMENT FOR ENCROACH BOND RELEASE Refund: Check - Trip c PUBLIC WORKS CONTRACT PUBLIC WORKS CONTRACT CLEANING SANTA WIGS Refund: Check - Trip c SERVICE AGREEMENT FOR Refund: Check - SPRING Refund: Check - SPRING MED ADJ DIFF JAN200S MED ADJ DIFF FEB2005 SUPPLIES A27387 MED ADJ DIFF JAN2005 MHD ADJ DIFF FEB2005 FY 2004-2005 OPEN PURC SUPPLIES POOL ENCROACH PERMIT POOL ENCROACH PERMIT SUPPLIES TRIP REFUND SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 6 AMOUNT 341.05 910.00 6192.00 6027.14 298.35 500.00 36.00 85564.35 3516.75 89081.10 50.00 36.00 7059.00 215.00 55.00 60.00 60.00 120.00 543.74 27.38 27.38 54.76 591.05 5.13 990.00 500.00 1490.00 220.00 284.00 - FINANCIAL ACCOUNTING if-15 04/07 /05 ACCOUNTING PERIOD: ~O/05 CITY OF CUPERTINO SELECTION CRITERIA: t.ransaçt.trans_dat.e between "04/04/2005" and "04/08/2005" CHECK REGISTER - DISBURSEMENT FUND FUND - 110 - GENERAL FUND 1020 CASH ACeT CHECK NO 617242 1020 617243 1020 617243 TOTAL CHECK 1020 1020 1020 617244 611245 617246 1020 617247 1020 617247 TOTAL CHECK 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 617248 617249 617250 617250 617251 617252 617253 617254 617255 617256 617257 617257 617258 617258 617258 617258 617258 617259 617260 ISSUE DT --------------VENDOR------------- FUND/DEPT 1104530 04/08/05 3157 04/08/05 ME2005 04/08/05 ME2005 04/08;05 M 04/08/05 M 04/08/05 3305 04/08/05 ME2005 04/08/05 ME2005 04/08/05 3287 04/08/05 2567 04/08/05 04/08/05 ME2005 ME2005 LOGO EXPRESS LOMAS, RUTILIO LOMAS, RUTILIO 1104510 1104510 04/08/05 M 04/08/05 M 04/08/05 M 04/08/05 302 04/08/05 M 04/08/05 489 04/08/05 04/08/05 2576 2576 Lawrence, Judith 550 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 493 493 493 493 493 Lederer, Lee 550 04/08/05 501 04/08/05 3195 MCCAIN 1108602 MCKEE, KENNETH MCKEE, KENNETH 1104510 1104510 ** MEYERS NAVE 1104330 MISDU 110 MOORE, JOSEPH MOORE, JOSEPH 1104510 1104510 MORIOKA, GRACE 580 Mccloskey, Conrad (Mac) 550 Morlini, Gloria 550 NATIONAL DEFERRED COM PEN 110 NBJAT, FARIBA 580 NOTEWORTHY MUSIC SCHOOL 5806349 O.C.JONES AND SONS, INC O.C.JONES AND SONS, INC 2709450 2709430 OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT 6104800 1102401 1107301 1108201 1104300 OPERATING ENGINEERS #3 110 ORIENTAL CUISINE EXPRESS 5506549 RUN DATE 04/07/05 TIME 11:52:45 -----DESCRIPTION------ UNIFORM SHIRTS MBD ADJ DIFF JAN2005 MED ADJ DIFF FBB2005 Refund; Check - Trip c Refund; Check - Trip c LBO RED 17391 MED ADJ DIFF JAN2005 MED ADJ DIFF FEB2005 BRIT/CITY COUNCIL J TRYBUS 385960533 MED ADJ DIFF JAN2005 MED ADJ DIFF FEB2005 Refund: Check - Return Refund: Check - Trip c Refund: Check - Trip c *NAT'L DEF Refund: Check - Return SERVICE AGREEMENT FOR PUBLIC WORKS CONTRACT PUBLIC WORKS CONTRACT CARTRIDGE TONER OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES UNION DUES WEDNESDAY LUNCY SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 7 AMOUNT 162.38 100.00 100.00 200.00 36.00 36.00 315.01 60.00 60.00 120.00 11043.07 221.50 7.38 7.38 14.76 300.00 36.00 36.00 17710.50 300.00 2137.58 60381.91 10289.86 70671.77 117 .43 5.89 67.28 212.23 51. 83 454.66 685.35 .97.43 - FINANCIAL ACCOUNTING if -/(P 04/07/05 ACCOUNTING PERIOD: 10/05 CITY OF CUPERTINO CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: transact. trans_date between "04/04/2005" and "04/08/2005" FUND - 110 - GENERAL FUND CASH ACCT CHECK NO 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 617261 617261 617261 617261 617261 617261 617261 617262 617262 617263 617263 617263 617263 617263 617263 617264 617265 617265 617266 617267 617268 617269 617270 617271 617272 617273 617274 617275 617276 617279 617279 ISSUE DT ---------~----VBNDOR------------- FUND/DEPT 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 04/08/05 833 833 833 833 833 833 833 P B R S PER S PER S P B R S PER S PER S PER S PER S PER S PACIFIC GAS & ELECTRIC PACIFIC GAS & ELECTRIC PACIFIC GAS & ELECTRIC PACIFIC GAS & ELECTRIC PACIFIC GAS & ELECTRIC PACIFIC GAS & ELECTRIC 110 110 110 110 110 110 110 110 110 1108506 1108502 4259313 1104400 1108602 1108407 PAPE MACHINERY ACCT. 443 6308840 PENINSULA DIGITAL IMAGIN 110 PENINSULA DIGITAL IMAGIN 1100000 PERS LONG TERM CARE PROG 110 PINE CONE LUMBER PINPOINT PITNEY BOWES INC LEON C. PIROFALO PLANTAG PLAY-WELL TEKNOLOGIES RAGAN COMMUNICATIONS REGIONAL IPM THE MERCURY NEWS 1108407 1108601 1104310 1107302 1107301 5806349 1104300 2308004 RICOH CUSTOMER FINANCE C 1104310 1103300 SBC/MCI SBC/MCI RUN DATE 04/07/05 TIME 11:52:45 04/08/05 04/08/05 833 833 04/08/05 5:1.3 04/08/05 513 04/08/05 513 04/08/05 513 04/08/05 513 04/08/05 513 04/08/05 3308 04/08/05 526 04/08/05 526 04/08/05 533 04/08/05 542 04/08/05 543 04/08/05 546 04/08/05 1929 04/08/05 2022 04/08/05 3282 04/08/05 M2005 04/08/05 M2005 04/08/05 959 04/08/05 2875 04/08/05 511 04/08/05 511 1101000 1102100 -----DESCRIPTION------ PBRS BMPLY *PERS BYBK *PERS OE3 PBRS 1959 *PERS BYBK PERS SPEC PERS EM/OE PERS COUNCIL PERS 1959 2/27-3/29 3/02-3/30 3/02-3/30 3/03-3/31 3/02-3/30 3/02-3/31 4H COMM HALL CCCP EQPMNT PARTS A27390 IMPROVE PLANS IMPROVE PLANS PERS LTC #2405 SUPPLIEs A27364 SUPPLIES 17390 MAIL SYS. 2/28-3/30 GEN. PLAN CONSULT PLAN TAGS/LABELS SERVICE AGREEMENT FOR BITS & PIECES RNWL CONF 6/14 2 PERSONS 4/26-7/25 1164945 H3720300010 4/1-4/30 731-7142 MAR 2005 731-7142 MAR 2005 SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 PAGE B AMOUNT 18274.22 54.34 3201.84 109.74 1170.37 154.60 3201.84 26166.95 216.60 2.00 218.60 41.56 1823.57 507.84 99.08 31.95 7.19 2511.19 240.90 222.93 222.94 445.87 104.42 77 .47 165.13 591.00 6492 .50 61.95 3423.34 28.88 140.00 49.26 1057.60 171.32 142.77 - FINANCIAL ACCOUNTING Jf-I? 04/07/05 CITY OF CUPERTINO PAGE 9 ACCOUNTING PERIOD: la/OS CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: transact . trans - date between "04/04/2005" and "04/08/2005" FUND - 110 - GENERAL FUND CASH ACCT CHECK NO ISSUE DT --------------VENDOR------------- FUND/DEPT -----DBSCRIPTION------ SALES' TAX AMOUNT 1020 617279 04/08/05 511 sSe/Mer 1101500 731-7142 MAR 2005 O. 00 314.08 1020 6:1.7279 04/08/05 511 sse/Mcr 1104300 731-7142 MAR 2005 0 .00 256.73 1020 617279 04/08/05 511 SBe/Mcr 1103300 731-7142 MAR 2005 0.00 57.11 1020 617279 04/08/05 511 SBC/Mcr 1103500 731-7142 MAR 2005 0.00 85 .66 1020 617279 04/08/05 511 sse/Mcr 1104000 731-7142 MAR 2005 0.00 85 .66 1020 617279 04/08/05 511 SSC/Mcr 1104100 731-7142 MAR 2005 0.00 171.32 1020 617279 04/08/05 511 sse/Me! 1104200 731-7142 MAR 2005 0.00 85.66 1020 617279 04/0a/05 5>1 SBc/Mcr 1104510 731-7142 MAR 2005 0.00 171.32 1020 617279 04/0a/05 511 SBc/Mcr 1106647 731-7142 MAR 2005 O. 00 28 .55 1020 617279 04/0a/05 511 SBC/Mcr 1104530 731-7142 MAR 2005 0 .00 199 .S7 1020 617279 04/08/05 511 SBC/Mcr 1104400 731-7142 MAR 2005 0 .00 a5.66 1020 617279 04/08/05 511 SBe/Mcr 1106265 731-7142 MAR 2005 0 .00 199 .S7 1020 617279 04/0a/05 511 SBC/Mcr 1106100 731-7142 MAR 2005 0.00 85. 66 1020 617279 04/08/05 511 SBC/Mcr 1106265 731-7142 MAR 200S 0.00 456.135 1020 617279 04/0a/05 5>1 SBC/Mcr 1106265 731-7142 MAR 200S 0.00 57 .11 1020 617279 04/0a/05 5>1 SBC/Mcr 1106529 731-7142 MAR 2005 0.00 28 .55 1020 617279 04/08/05 511 SBC/Mcr 1106500 73l-7142 MAR 2005 O. 00 342.64 1020 617279 04/08/05 5>1 SBe/Mcr 1107200 731-7142 MAR 2005 O. 00 85.66 1020 617279 04/013/05 511 SBe/Mcr 1107301 #731-7142 MAR 2005 0 .00 256.98 1020 617279 04/013/05 511 SBe/Mcr 1101200 731-7142 MAR 2005 0 .00 135.66 l020 617279 04/013/05 511 SBc/Mer 1107302 731-7142 MAR 2005 0 .00 57.11 1020 617279 04/013/05 511 SBC/Mer 11013504 731-7142 MAR 2005 0 .00 114 .21 1020 617279 04/013/05 511 SBC/Mcr 1107501 731-7142 MAR 2005 0.00 371 .1' 1020 617279 04/08/05 5>1 SBe/Mcr 1107502 731~7142 MAR 2005 0.00 213.55 1020 617279 04/013/05 511 SBC/Mer 1107503 731-7142 MAR 2005 0.00 114.21 1020 617279 04/0a/05 5>1 SBC/Mer 1108001 731-7142 MAR 2005 0 .00 142.77 1020 617279 04/013/05 5>1 SBC/Mcr 1108101 731-7142 MAR 2005 0 .00 271.26 1020 617279 04/013/05 5>1 SBC/Mcr 11013102 731-7142 MAR 2005 0 .00 28.55 1020 617279 04/013/05 511 SBC/Mcr 1106265 731-7142 MAR 2005 0.00 135.66 1020 617279 04/013/05 511 SBc/Mcr 11013501 731-7142 MAR 2005 0.00 643.28 1020 617279 04/08/05 511 SBe/Mcr 11013503 731-7142 MAR 2005 0.00 939.86 1020 617279 04/0a/05 511 SBC/Mcr 11013507 731-7142 MAR 2005 O. 00 57.11 1020 617279 04/013/05 511 SBC/MCI 5606620 731-7142 MAR 2005 O. 00 2135.53 1020 617279 04/0a/05 511 SBC/Mcr 5706450 731-7142 MAR 2005 0 .00 342.64 1020 617279 04/08/05 511 SBc/Mcr 1108601 731-7142 MAR 2005 O. 00 85.66 1020 617279 04/013/05 511 SBC/Mcr 1108602 731-7142 MAR 2005 O. 00 114.21 1020 617279 04/013/05 5>1 SBc/Mcr 52013003 731~7142 MAR 2005 0 .00 28.55 1020 617279 04/08/05 511 SBC/Mcr 2308004 731-7142 MAR 2005 O. 00 28.55 1020 617279 04/08/05 511 SBC/Mcr 570a510 731-7142 MAR 2005 0 .00 123.43 1020 617279 04/08/05 511 SBe/Mcr 1108201 731-7142 MAR 2005 0 .00 200.33 1020 617279 04/08/05 511 SBC/Mcr 6104800 731-7142 MAR 2005 0 .00 542.51 1020 617279 04/08/05 511 SBC/Mcr 5606620 731-7142 MAR 2005 0.00 142.77 1020 617279 04/08/05 511 SBC/Mer 5606640 731-7142 MAR 2005 0.00 28.55 1020 617279 04/08/05 511 SBC/Mcr 1107301 731-7142 MAR 2005 0.00 57.11 1020 617279 04/0a/05 511 SBc/Mcr 1106647 731-7142 MAR 2005 0 .00 256.98 1020 617279 04/08/05 511 SBC/Mcr 1108511 731-7142 MAR 2005 .00 57.11 1020 617279 04/0a/05 5>1 SBC/Mer 1108504 731-7142 MAR 2005 0 .00 30.38 1020 617279 04/08/05 5>1 SBC/Mcr 1108513 731-7142 MAR 2005 .00 105. 00 1020 617279 04/0a/05 5>1 SBC/Mcr 1108407 731-7142 MAR 2005 0.00 14 .44 TOTAL CHECK 0.00 a752.20 RUN DATE 04/07/05 TrME 11:52:45 - FrNANCrAL ACCOUNTrNG '1-/8 04/07/05 CITY OF CUPERTINO PAGE 10 ACCOUNTING PERIOD: lo/05 CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA, transact . trans_date between "04/04/2005" and "04/0B/2005" FUND - llO - GENERAL FUND CASH AceT CHECK NO ISSUE DT --------------VENDOR------------- FUND/DEPT -----DESCRIPTION------ SALES TAX AMOUNT ~O20 617280 04/08/05 ME200S SCANNELL, DAVID 110451.0 MEO ADJ DIFF JAN2005 o. 00 32.00 1020 617280 04/08/05 MEZOOS SCANNELL, DAVID 1104510 MED ADJ DIFF FEB200S 0 .00 32.00 TOTAL CHECK 0 .00 64.00 1020 617281 04/08/05 M200S SHIEH, WILLIAM 1103300 SPLY/HSINCHU S.CITY 0.00 217.99 10Z0 617282 04/08/05 2810 SMART & FINAL 5806349 SUPPLIES A26489 0 .00 , .6B 1020 617282 04/08/05 2810 SMART & FINAL 1106344 SUPPLIES A26489 0 .00 105 .B2 TOTAL CHECK 0.00 115.50 1020 617283 04/08/05 3307 SOLAR TRAFFIC CONTROLS, 110B602 BATTERIES STORAGE 0.00 824.00 1020 617284 04/08/05 ME2005 SORENSON, LAURALBE 1104510 MED ADJ DIFF JAN2005 o. 00 32.00 1020 617284 04/0B/05 MB2005 SORENSON, LAURALEB 1104510 MED ADJ DIFF FBB2005 0 .00 32 .00 TOTAL CHECK 0.00 64 . 00 1020 6172B5 04/08/05 B77 SOUTHBRN LUMBER eo 1108507 SUPPLIES o. 00 100.00 1020 617285 04/08/05 B77 SOUTHERN LUMBER eo 4239222 SUPPLIES o. 00 60.63 TOTAL CHECK 0.00 160.63 1020 617286 04/08/05 3171 STAPLES BUSINESS ADVANTA 1104310 FY 2004-2005 OPEN PURe 0.00 298.58 1020 617286 04/0B/05 3171 STAPLES BUSINESS ADVANTA 1104310 FY 2004-2005 OPEN PURe 0.00 496.68 1020 617286 04/08/05 3171 STAPLES BUSINESS ADVANTA 1104310 FY 2004-2005 OPEN PURe 0 .00 223.95 TOTAL CHECK o. 00 1019. 21 1020 6172B7 04/08/05 677 STATE STREET BANK & TRUS no *PERS DEF 0.00 3843.67 1020 61728a 04/08/05 2513 MARTHA MARIA STEINER 5506549 SERVICE AGREEMENT FOR 0.00 320.00 1020 617289 04/08/05 ME2005 STRASSER, JOSEPH 1104510 MED ADJ DIFF JAN2005 0.00 32 .00 1020 617289 04/08/05 ME2005 STRASSER, JOSEPH 1104510 MED ADJ DIFF FBB2005 0.00 32 .00 TOTAL CHECK 0.00 64 .00 1020 617290 04/08/05 3248 SUCCESS CHESS SCHOOL 5806349 SERVICE AGREEMENT FOR 0.00 1070.34 1020 617291 04/08/05 1406 SUNNYVALE CHEVROLET 6308840 FY 2004-2005 OPEN PURC 0.00 41.33 1020 617292 04/0a/05 2045 SVCN 1104300 FY 2004-2005 OPEN PURe 0.00 B2 .50 1020 617292 04/08/05 2045 SVCN 1104300 FY 2004-2005 OPEN PURe 0.00 3B .50 1020 617292 04/0a/05 2045 SVCN 1104300 FY 2004-2005 OPEN PURe o. 00 35.75 1020 617292 04/08/05 2045 SVCN 1104300 FY 2004-2005 OPEN PURe o. 00 3B .50 1020 617292 04/08/05 2045 SVCN 1104300 FY 2004-2005 OPEN PURe 0.00 60 .50 1020 617292 04/08/05 2045 SVCN 1104300 FY 2004-2005 OPEN PURe o. 00 203 .50 1020 617292 04/0a/05 2045 SVCN llq4300 FY 2004-2005 OPEN PURe o. 00 33 .00 102.0 617292 04/08/05 2045 SVCN 5208003 COMPOST SITE 3/23 o. 00 260. 00 1020 617292 04/0a/05 2045 SVCN 5208003 COMPOST AD 3/23 0.00 260 .00 TOTAL CHECK 0.00 1012 .25 1020 617293 04/0a/05 695 SYSCO FOOD SERVICES OF S 5506549 SOCIAL ACTIVITIES 0.00 145. B5 1020 617293 04/08/05 695 SYSCO FOOD SERVICES OF S 5506549 BINGO SUPPLIES 0.00 324. 00 1020 617293 04/0a/05 695 SYSCO FOOD SERVICES OF S 5506549 COFFEE SUPPLIES 0.00 177 .94 RUN DATE 04/07/05 TIME 11:52:45 - FINANCIAL ACCOUNTING J.{-I'! 04/07/05 ACCOUNTING PERIOD: ~0/05 CITY OF CUPERTINO CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: transact. trans_date between "04/04/2005" and "04/08/2005" FUND - 110 - GENERAL FUND TOTAL CHECK CASH ACCT CHECK NO 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 617294 617295 617296 617297 617298 617299 617300 617301 617302 617303 617304 617305 617306 617307 617308 617309 617310 617310 617311 617311 617312 617313 617314 617315 617316 ISSUE OT --------------VENDOR-------~----- FUND/OEPT 04/08/05 700 04/08/05 701 04/08/05 1763 04/08/05 1193 04/08/05 H93 04/08/05 2665 04/08/05 725 04/08/05 1154 04/08/05 961 04/08/05 M2005 04/08/05 742 04/08/05 M2005 04/08/05 M 04/08/05 779 04/08/05 774 04/08/05 M 04/08/05 04/08/05 2498 2498 TARGET SPECIALTY PRODUCT 1108303 TARGET STORES 5706450 04/08/05 04/08/05 ME200S ME2005 THEATERFUN INC 5806349 04/06/05 2988 04/08/05 M 04/08/05 M2005 04/08/05 M 04/08/05 M TOMARK SPORTS 1108314 TREASURER OF ALAMEDA COU 110 ERIN TORI 5806349 TWISTERS GYMNASTICS INC 5806449 UNITED WAY OF SANTA CLAR 110 US BANK 3105306 VARNUM, RIDDERING, SCHMI 1101031 COSETTE VIAUD 5806349 VINCE LA PORTA 1104400 Vilen, JUne 550 WEST-LITE SUPPLY CO INC 1108504 WESTERN HIGHWAY PRODUCTS 2708405 WHEELER, JIM sso KIERSA WITT KIERSA WIIT 1107302 1107301 WOSKA, wILLIAM WOSKA, WILLIAM 1104510 1104510 MARK WRIGHT 5806449 Ward, Pearl 550 YEH, CHUNG 110 ZHANG, XIAO-PING 580 Zaidelson, Rosa 550 RUN DATE 04/07/05 TIME 11:52:45 -----DESCRIPTION------ FY 2004-2005 OPEN PURC SUPPLIES 21798 SERVICE AGREEMENT FOR SUPPLIES 20168 A LOPEZ JR 566398126 SERVICE AGREEMENT FOR FULL PYMT WINTER SESS UNITED WAY AGENT FEES MODEL CABLE FRANCHISE SERVICE AGREEMENT FOR CARES REIMBURSEMENT Refund: Check - Trip c LIGHTING SUPPLIES FY 2004-2005 OPEN PURC Refund: Check - SPRING SCCAPO MEETING GP DINNER/COOKIES MED ADJ DIFF JAN2005 MED ADJ DIFF FEB2005 WINTER CLASSES Refund: Check - Trip c LANDSCAPE DEPOSIT Refund: Check - SPRING Refund: Check - Trip c SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 11 AMOUNT 647.79 664.83 17.36 721.50 36.57 253.84 313 .67 30094.00 72.00 525.00 350.00 1050.00 115.27 36.00 34.32 445.07 68.00 435.42 116.97 552.39 60.00 60.00 120.00 4696.00 36.00 10000.00 90.00 36.00 - FINANCIAL ACCOUNTING J.f- d. 0 04/07/05 CITY OF CUPERTINO PAGE 12 ACCOUNTING PERIOD: 10/05 CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: transact. trans_date between "04/04/2005" and "04/08/2005" FUND - 110 - GENERAL FUND CASH ACCT CHECK NO ISSUE DT --------------VENDOR------------- FUND!DEPT -----DESCRIPTION------ SALES TAX AMOUNT TOTAL CASH ACCOUNT 0.00 433004.76 TOTAL FUND 0.00 433004.76 TOTAL RBPORT 0.00 433004.76 RUN DATE 04(07/05 TIME 11:52:45 - FINANCIAL ACCOUNTING I.{-;).f DRAFT RESOLUTION NO. 05-061 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO ALLOWING CERTAIN CLAIMS AND DEMANDS PAYABLE IN THE AMOUNTS AND FROM THE FUNDS AS HEREINAFTER DESCRIBED FOR GENERAL AND MISCELLANEOUS EXPENDITURES FOR THE PERIOD ENDING APRIL 15,2005 WHEREAS, the Director of Administrative Services or her designated representative has certified to accuracy of the following claims and demands and to the availability of funds for payment hereof; and WHEREAS, the said claims and demands have been audited as required by law. NOW, THEREFORE, BE IT RESOLVED, that the City Council hereby allows the following claims and demands in the amounts and from the funds as hereinafter set forth in Exhibit "A". CERTIFIED: D(?~é?~S . Irector 0 mmlstratJve ervlces PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this ~ day of May ,2005, by the following vote: Vote Members of the City Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino J.f-J.'J. 04/14/05 ACCOUNTING PERIOD: ~0/05 CITY OF CUPERTINO SELECTION CRITERIA: transact. trans_date between "04/~~/2005" and "04/~S/2005" CHECK REGISTER - DISBURSEMENT FUND CASH ACCT CHECK NO FUND - ~10 - GENERAL FUND 1020 61714B V 1020 617317 1020 617318 1020 617318 1020 61731B 1020 617318 1020 617318 TOTAL CHECK 1020 617319 1020 617319 1020 617319 1020 617319 1020 617319 1020 617319 1020 617319 1020 617319 1020 617319 1020 617319 1020 617319 TOTAL CHECK 1020 617320 1020 617321 1020 617322 1020 617323 1020 617324 1020 617325 1020 617326 1020 1020 1020 1020 1020 TOTAL CHECK 617327 617327 617327 617327 617327 1020 617328 1020 617329 1020 617330 ISSUE DT ______________VENDOR_____________ FUND/DEPT 04/08/05 M 04/12/053142 04/15/05 4 04/15/05 4 04/15/05 4 04/15/05 4 04/15/05 4 04/15/05 9 04/15/05 9 04/15/05 9 04/15/05 9 04/15/05 9 04/15/05 9 04/15/05 9 04/15/05 9 04/15/05 9 04/15/05 9 04/15/05 9 04/15/05 2982 04/15/05 28 04/15/05 2319 04/15/05 M 04/15/05 3309 04/15/05 M2005 04/15/05 3295 04/15/05 2298 04/15/05 2298 04/15/05 2298 04/15/05 2298 04/15/05 2298 04/15/05 M2005 04/15/05 2945 04/15/05 3242 seo ALSHAHWANY, HALA CNA INSURANCE 1101500 AT & T AT & T AT & T AT & T AT & T 1108501 1108501 1108501 1108501 110B502 ABAG POWER PURCHASING PO 1108506 ABAG POWER PURCHASING PO 1108508 ABAG POWER PURCHASING PO 1108507 ABAG POWER PURCHASING PO 5708510 ABAG POWER PURCHASING PO 110B504 ABAG POWER PURCHASING PO 1108503 ABAG POWER PURCHASING PO 1108513 ABAG POWER PURCHASING PO 1108501 ABAG POWER PURCHASING PO 1108509 ABAG POWER PURCHASING PO 5606620 ABAG POWER PURCHASING PO 110B505 ABLE UNDERGROUND 1108501 AIRGAS NCN 110B303 ALL CITY MANAGEMENT SERV 110B201 ALSHAHWANY, HALA 580 AMERINATIONAL COMMUNITY 2617402 ANZUR, CAROLINE 110 EILEEN GOODWIN 1108101 ARCH WIRELESS ARCH WIRELESS ARCH WIRELESS ARCH WIRELESS ARCH WIRELESS 1106265 1104400 1108501 1104400 1108602 ASGARI, FATEMAH 110 NATASHA AUSTIN 5806249 BALANCE HYDROLOGICS TNC 5609112 RUN DATE 04/14/05 TIME 10:20:29 -----DBSCRIPTION------ Refund: Check - Return LIABILITY INS. ATTRNY APRIL 2005 STATEMENT APRIL 2005 STATEMENT APRIL 2005 STATEMENT APRIL 2005 STATEMENT APRIL 2005 STATEMENT FEB-MARCH 2005 FEB-MARCH 2005 FEB-MARCH 2005 FEE-MARCH 2005 FEB-MARCH 2005 FEB-MARCH 2005 FEB-MARCH 2005 FEB-MARCH 2005 FEE-MARCH 2005 FEB-MARCH 2005 FEB-MARCH 2005 SERVICE CALL FY 2004-2005 OPEN PURC CROSSING GUARDS APR05 RPL STOLEN CK617148 LOAN SETUP FEE TEMP. SIGN DEPOSIT MARY AVE FOOT BRIDGE #6187076-2 4/02-5/01 #6187076-2 4/02-5/01 #6187076-2 4/02-5/01 #6187076-2 4/02-5/01 #6187076-2 4/02-5/01 DEV MAINT REFUND SERVICE AGREEMENT FOR S.CRK RESTORATION PLN SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 ~ PAGE 1 AMOUNT -300.00 11831.00 50.50 23.97 23.97 23.97 56.19 178.60 56.0B 25.39 168.14 249.96 933.40 330.85 34.08 574.97 27.13 337.37 107.54 2844.91 125.00 46.33 7786.89 300.00 125.00 100.00 1531.25 61.00 18.63 40.13 66.44 44.69 230.89 855.44 3440.23 4841.92 - FINANCIAL ACCOUNTING J.f-~3 04/14/0S ACCOUNTING PERIOD: 20105 CITY OF CUPERTINO CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA, trcmsact.trans_datB between "04/:1.:1/2005" and "04/15/2005" FUND - 110 - GENERAL FUND 1020 CASH ACCT CHECK NO 617331 1020 1020 TOTAL CHECK 1020 1020 10:20 1020 10Z0 1020 1020 1020 1020 1020 1020 l020 TOTAL CHECK 1020 1020 1020 617332 617332 617333 617334 617335 617336 617337 617338 617338 617338 617338 617338 617338 617338 617339 617340 617341 1020 617342 1020 617342 1020 617342 1020 617342 1020 617342 TOTAL CHECK 1020 1020 1020 1020 1020 1020 TOTAL CHBCK 1020 617343 6'17344 617345 617346 617346 617346 617347 ISSUE DT --------------VENDOR------------~ FUND/DEPT 04/15(05 720 04/15/05 BH 04/15/05 818 04/15/05 2680 04/15/05 1305 04/15/05 2432 04/15/05 2633 04/15/05 130 04/15/05 149 04/15/05 149 04/15/05 149 04/15/05 149 04/15/05 149 04/15/05 149 04/15/05 149 04/15/05 M 04/15/05 2871 04/15/05 1453 04/15/05 2000 04/15/05 2000 04/15/05 2000 04/15/05 2000 04/15/05 2000 04/15/05 2857 04/15/05 191 04/15/05 2248 04/15/05 04/15/05 04/15/05 1838 1838 1838 BATTERY SYSTEMS 6308840 BEACON FIRE & SAFETY, LP 5606620 BEACON FIRE & SAFETY, LP 5606640 BERRYMAN & HENIGAR INC. 1107502 C.H. BULL CO BETT8RPLY BUSINESS FORMS 1107501 1104400 CALIFORNIA BINGO SERVICE 5506549 CALIFORNIA PARK AND RECR 5606600 CASH CASH CASH CASH CASH CASH CASH CHAN, ANGELA JACKSON CHOW CHRISTOPHERS CINTAS CINTAS CINTAS CINTAS CINTAS CONCUR INC 1104000 1104400 1104510 1104530 1108201 1108601 1108601 sao 5806249 1108501 1108201 1108201 1108201 1108201 1108201 2159620 CUPERTINO CHAMBER OF COM 1103300 1108303 DAVID F O'KEEFE CO. DELL MARKETING L.P. DELL MARKETING L.P. DELL MARKETING L.P. DELROSARIO, VALERIE RUN DATE 04/14/05 TIME 10:20:29 04/15/05 M 1106344 6104800 1104300 sao -----DESCRIPTION------ FY 2004-2005 OPEN PURC FIRE EXTINGUISHER SRV FIRE EXTINGUISHER SRV PLAN CHECKS 2/12-3/18 SUBCONTRACTOR FORMS HARD HATS A2S842 SUPER DABS 100159 EARNSHAW RNWL P.CASH 3/30-4/12 P.CASH 3/30-4/12 P.CASH 3/30-4/12 P.CASH 3/30-4/12 P.CASH 3/30-4/12 P.CASH 3/30-4/12 P.CASH 3/30-4/12 Refund: Check - SPRING SERVICE AGREEMENT FOR CARPET REPAIRS FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC WATER RESOURCE PROJ ANNUAL DUES #19854 SUPPLIES A27376 TONER CARTRIDGE 6000-P TONER CARTRIDGE 6000-P TONER CARTRIDGE 6000-P Refund: Check - SPRING SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 2 AMOUNT 65.98 110.00 26.08 136.08 30601.24 287.10 502.55 328.96 130.00 47.37 41.73 9.75 2.17 13.32 8.74 23.00 146.08 91.00 7980.00 180.00 64.53 64.53 64.53 64.53 64.53 322.65 38568.25 870.00 510.34 216.47 75.78 281.42 573.67 198.00 - FINANCIAL ACCOUNTING 1.1-JJ.f 04(14(05 ACCOUNTING PERIOD, ~O/05 CITY OF CUPERTINO CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: transact. trams_date between "04/l:1/200S~ and "04/:15/2005" FUND - 110 ~ GENERAL FUND 1020 CASH ACCT CHECK NO 617348 1020 1020 1020 1020 1020 1020 1020 1020 l020 1020 1020 1020 l020 l020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 TOTAL CHECK 1020 617349 617350 617351 617352 617353 617354 617354 617354 617354 617354 617354 617354 617354 617354 617354 617355 617356 617356 617356 61.7356 617356 617356 617357 617358 617358 617358 617358 617358 617358 617358 617359 617359 617360 04/15/05 676 ISSUE DT --------------VENDOR------------- FUND/DEPT 1104510 04/15/05 2295 04/1.5/05 3310 04/15/05 3038 04/15/05 249 04/15/05 250 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 2558 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 260 260 260 260 260 260 260 260 260 260 281 281 281 281 281 281 04/15/05 ME2005 04/15/05 29B 04/15/05 29B 04/15/05 29B 04/15/05 29B 04/15/05 29B 04/15/05 29B 04/15/05 29B 04/15/05 04/15/05 04/15/05 M 2500 2500 DEPARTMENT OF JUSTICE DEPARTMENT OF TRANSPORTA 2617402 1104510 DILL, CRAIG RALPH DOEISCH ESBRO CHEMICAL EUPHRAT MUSEUM OF ART FEDERAL EXPRESS CORP FEDERAL EXPRESS CORP FEDERAL EXPRESS CORP FEDERAL EXPRESS CORP FEDERAL EXPRESS CORP FEDERAL EXPRESS CORP FEDERAL EXPRESS CORP FEDERAL EXPRESS CORP FEDERAL EXPRESS CORP FEDERAL EXPRESS eORP 5B06249 5606620 5B06249 1108408 110 6308840 1104300 1101200 110 110 110 110 1106100 FEET FIRST ENTERTAINMENT 5806349 GARDENLAND GARDENLAND GARDENLAND GARDENLAND GARDBNLAND GARDENLAND GLEAVES, AIMEE GRAINGER INe GRAINGER INC GRAINGER INC GRAINGER INC GRAINGER INC GRAINGER INC GRAINGER INC TERRY GREENE TERRY GREENE HAGENLOCHER, HEIDI RUN DATE 04/14/05 TIME 10:20:30 6308840 6308840 6308840 6308840 6308840 1108312 1100000 5606620 2708405 6308840 1108303 1108314 5606620 5606620 2709449 4239222 550 -----DEScRIPTION------ FINGERPRINTS MAR2005 DEPOSIT/CLEO AVE DEFENSIVE DRIVE CLASS SERVICE AGREEMENT FOR FY 2004-2005 OPEN PURC SERVICE AGREEMENT FOR COURIER SERVICE COURIER SERVICE COURIER SERVICE COURIER SERVICE COURIER SERVICE COURIER SERV R29082 COURIER SERV R29143 COURIER SERV R28977 COURIER SER R29119 COURIER SERVICE DJ FOR DANCE 4/15 FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC PARTS/SUPPLIES A27397 REPLACE CK77B45 3/9 PARTS/SUPPLIES PARTS/SUPPLIES A26665 FY 2004-2005 OPEN PURC PARTS/SUPPLIES A27375 PARTS/SUPPLIES 20180 PARTS/SUPPLIES A26040 PARTS/SUPPLIES A26040 REIMBURSE/MARY AVE BR REIMBURSE/LIBRARY REFUND SECURITY DPST SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 3 AMOUNT 448.00 61500.00 1080.00 507.00 499.17 370.00 84.89 30.36 8.90 11.18 13 .03 13.18 11.18 13.18 15.18 15.86 216.94 380.00 208.97 2.84 184.04 302.68 35.52 530.97 1265.02 181.01 649.55 300.13 42.31 322.25 20.12 44 .19 488.04 1866.59 48.05 B.OO 56.05 750.00 - FINANCIAL ACCOUNTING 1-JS 04/14/05 ACCOUNTING PERIOD: 10/05 CITY OF CUPERTINO CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: tranaact.trans date between "04/11/2005" and "04/15/2005" FUND - 110 - GENERAL FUND 1020 CASH ACCT CHECK NO 617361 1020 617362 1020 617362 TOTAL CHECK 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 TOTAL CHECK 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 TOTAL CHECK 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 617363 617364 617365 617366 617366 617367 617367 617367 61736B 617368 617369 617369 617369 617369 617369 617370 617370 617371 617371 617372 617373 617374 617375 617376 617377 ISSUE DT --------------VBNDOR------------- FUND/DEPT 04115/05 M200S 04/15/05 M2'OOS 04/15/05 M200S 04/15/05 M 04/15/05 2947 04/15/05 2868 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 879 04/15/05 372 04/15/05 1372 04/15/05 1927 04/15/05 33H 04/15/05 M 2540 2540 334 334 334 1898 1898 2528 252B 252B 2528 252B 995 995 22B5 2285 HAGENLOCHBR, HEIDI HANSON, BRAD HANSON, BRAD HE, JIAMIN 1100000 1100000 HOODOO 550 HEXAGON TRANSPORTATION C 2B09213 2809213 ROBERT BRUCE HILL HILTI HILTI 2708405 2708405 HOME DEPOT CREDIT SERVIC 1108314 HOME DEPOT CREDIT SBRVIC 5606620 HOMB DEPOT CREDIT SERVIC 5606620 HORIZON HORIZON INDOOR BILLBOARD INDOOR BILLBOARD INDOOR BILLBOARD INDOOR BILLBOARD INDOOR BILLBOARD INSERV COMPANY INSBRV COMPANY KATHRYN KELLY JOESTBN KATHRYN KELLY JOBSTBN 1208314 1108303 HOB302 110B312 110B303 1108314 110B315 1108504 1108501 1106500 1106265 KINKO'S INC KEYSBR MARSTON ASSOCIATE 1107405 5706450 THE KIPLINGER LBTTER GARY KORNAHRBNS LEB STANFORD LETSON, JAN RUN DATE 04/14/05 TIME 10:20:30 1101200 1104530 5506549 550 -----DESCRIPTION-----· REIMBURSB P.TICKET PBRMIT NOT NEEDED PERMIT NOT NEEDED REFUND SECURITY DPST S.CRK CORRIDOR M.PLAN S.CRK CORRIDOR M.PLAN SUPPLIES A27399 SUPPLIES A27399 PARTS/SUPPLIES PARTS/SUPPLIES PARTS/SUPPLIES 20165 A26035 A26030 FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004~2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC WATER TRTMNT APRIL05 WATER TRTMNT APRIL05 SECURITY STAFF 4/07 SERVICE AGREEMENT FOR NEXUS/SMR 1/1-2/28/05 COURT SHEETS 12MO RNWL AUG~JULY05 SHORTS & ID HOLDER GRATUITY 4-11,19 TRIP SECURITY DEPOSIT SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 4 AMOUNT 35.00 127.09 83.16 210.25 750.00 7953.00 2032.00 75.7B 21B .13 293.91 19.32 776.07 -64.89 730.50 67.91 150.00 217.91 114.06 114 .05 114.05 114.05 114.05 570.26 253.B5 253.84 507.69 100.00 150.00 250.00 3480.65 490.37 79.00 73 .92 335.00 150.00 - FINANCIAL ACCOUNTING J.{ ~ )..~ 04/14/05 ACCOUNTING PERIOD, ~O/05 CITY OF CUPBRTINO CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: transact. trans date between "04/11/2005" and "04/15/2005" FUND - 110 - GENERAL FUND CASH ACCT CHBCK NO 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 TOTAL CHECK 1020 la20 1020 J.020 617378 617378 617379 617380 617381 617382 617383 617384 617384 617385 617386 617387 617388 617389 617389 617389 617389 617389 611389 617389 617389 617390 617391 617392 617393 617393 617394 617394 617394 617394 ISSUE DT --------------VENDOR------------- FUND/DEPT 04/15/05 04/15/05 1396 1396 LIEBERT CASSIDY WHITMORE 1104510 LIEBERT CASSIDY WHITMORE 1104510 LONGS DRUGS #114 LOS ALTOS GARBAGE 1108601 5208003 MANAGED HEALTH NETWORK I 1104510 580 MAR, ELLEN MATTHEW BENDER & COMPANY 1101500 MONARCH TRUCK CENTER MONARCH TRUCK CENTER MTCI CALIFORNIA CORP. 6308840 6308840 MUSIC FOR YOUNG CHILDREN 5806249 1108601 RACHEL NELSON 5806249 NOTEWORTHY MUSIC SCHOOL 5806249 OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT OFFICE DEPOT, INC. RONALD OLDS OPERATING ENGINEERS #3 ORCHARD SUPPLY ORCHARD SUPPLY ORCHARD SUPPLY HARDWARE ORCHARD SUPPLY HARDWARE ORCHARD SUPPLY HARDWARE ORCHARD SUPPLY HARDWARE RUN DATE 04/14/05 TIME 10:20:30 04/15/05 405 04/15/05 2514 04/15/05 1599 04/15/05 M 04/15/05 986 04/15/05 456 04/15/05 456 04/15/05 826 04/15/05 2666 04/15/05 3052 04/15/05 489 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 493 493 493 493 493 493 493 493 04/15/05 494 04/15/05 1190 04/15/05 501 04/15/05 04/15/05 503 503 04/15/05 1220 04/15/05 1220 04/15/05 1220 04/15/05 1220 1107301 1108201 1108101 5806249 5806349 1108101 5806249 1104300 1101500 1103500 110 5606620 5606620 6308840 1108303 1108506 1108507 -----DBSCRIPTION------ CEA NEGOTIATIONS/2005 DRIVERS LICENSE ISSUE SUPPLIES 21851 TV COLLECT JAN~MAR05 E A P APRIL2005 Refund: Check - SPRING ATTY GEN OP #87 PARTS 27425 PARTS 27425 SERVICE AGREEMENT FOR SERVICE AGREEMENT FOR SERVICE AGREEMENT FOR SERVICE AGREEMENT FOR OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES 4/2-10 RE-WIRING UNION DUES MARCH 2005 ON-TIME DISCOUNT 3/26 FY 2004~2005 OPEN PURC PARTS/SUPPLIES A27351 PARTS/SUPPLIES PARTS/SUPPLIES PARTS/SUPPLIES SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 5 AMOUNT 650.00 180.00 830.00 16.23 480.00 918.74 700.00 327.68 2.88 17.75 20.63 7000.00 772.00 210.00 1920.00 43.82 108.40 80.75 68.14 31.18 56.81 34.62 97.53 521.25 111.67 948.75 695.16 -13 .43 127.96 114.53 25.94 74.79 13 .27 28.12 - FINANCIAL ACCOUNTING if~~1 04/14/05 CITY OF CUPERTINO PAGE 6 ACCOUNTING PERIOD: 10/05 CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: transact. . trans - dat.e bet.ween "04/11/2005" .nd "04/15/2005" FUND - no - GENERAL FUND CASH ACCT CHECK NO ISSUE DT --------------VENDOR------------- FUNDjDBPT -----DESCRIPTION------ SALES TAX AMOUNT 1020 617394 04/15/05 1220 ORCHARD SUPPLY HARDWARE 1108501 PARTS/SUPPLIES 0.00 32.07 1020 617394 04/15/05 1220 ORCHARD SUPPLY HARDWARE 1108830 PARTS/SUPPLIES 0.00 340.89 1020 617394 04/15/05 1220 ORCHARD SUPPLY HARDWARE 1108830 ON-TIME DISCOUNT 3/26 0.00 -0.70 1020 617394 04/15/05 1220 ORCHARD SUPPLY HARDWARE 1108005 PARTS/SUPPLIES A27351 0.00 162.01 TOTAL CHBCK 0.00 676.39 1020 617395 04/15/05 981 ORCHARD SUPPLY HARDWARE 2708403 PARTS/SUPPLIES 20172 0 .00 38. " 1020 617395 04/15/05 981 ORCHARD SUPPLY HARDWARE 1108314 PARTS/SUPPLIES 24262 0 .00 32 . B9 1020 617395 04/15/05 981 ORCHARD SUPPLY HARDWARE 6308840 PARTS/SUPPLIES 26747 0 .00 37.75 1020 617395 04/15/05 981 ORCHARD SUPPLY HARDWARE 6308840 PARTS/SUPPLIES 27421 0 .00 47.05 1020 617395 04/15/05 981 ORCHARD SUPPLY HARDWARE 1108314 PARTS/SUPPLIES 24231 0.00 44.30 1020 617395 04/15/05 981 ORCHARD SUPPLY HARDWARE 1108303 PARTS/SUPPLIES A27370 0 .00 355. 56 1020 617395 04/15/05 981 ORCHARD SUPPLY HARDWARE 1108303 PARTS/SUPPLIES A27372 O. 00 82 .2' 1020 617395 04/15/05 981 ORCHARD SUPPLY HARDWARE 1108314 PARTS/SUPPLIES A27372 0 .00 82.24 1020 617395 04/15/05 981 ORCHARD SUPPLY HARDWARE 1108315 PARTS/SUPPLIES A27372 0 .00 82.24 1020 617395 04/15/05 981 ORCHARD SUPPLY HARDWARE 1108314 PARTS/SUPPLIES 20166 0 .00 21.89 1020 617395 04/15/05 981 ORCHARD SUPPLY HARDWARE 1108005 PARTS/SUPPLIES A27380 0.00 243.75 TOTAL CHECK 0.00 1068.87 1020 617396 04/15/05 513 PACIFIC GM & ELECTRIC 5606620 2/26-3/25 0.00 33.98 1020 617396 04/15/05 513 PACIFIC GM & ELECTRIC 5606620 2/26-3/25 0.00 79.55 1020 617396 04/15/05 513 PACIFIC GM & ELECTRIC 1108508 3/09-4/05 0.00 .3 .66 TOTAL CHECK 0.00 157. 19 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 1108602 2/26-3/29 0.00 2537.75 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 1108312 2/26-3/29 0.00 112.75 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 1108314 2/26-3/29 0 .00 335.71 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 1108315 2/26-3/29 .00 315.86 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 1108407 2/26-3/29 0.00 2402.52 1020 617397 04/15/05 513 PACIFIC GM & ELECTRI C 1108501 2/26-3/29 o. 00 4248.32 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 1108503 2/26-3/29 0 .00 1710.47 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 1108504 2/26-3/29 0.00 4187.74 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 1108505 2/26-3/29 0.00 1455.37 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 1108506 2/26-3/29 0.00 162.91 1020 617397 04/15/05 513 PACIFIC GM & ELECTRI C 1108507 2/26-3/29 O. 00 646 .90 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 1108511 2/26-3/29 0 .00 349 .76 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 1108513 2/26-3/29 0 .00 375.00 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 1108830 2/26-3/29 0 .00 50.35 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 1108303 2/26-3/29 0.00 3183.33 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 5606620 2/26-3/29 0.00 969.12 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 5208003 2/26-3/29 0 .00 8.89 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 5606640 2/26¥3/29 .00 179 .61 1020 617397 04/15/05 513 PACIFIC GM & ELECTRIC 5708510 2/26-3/29 0.00 3096 .60 TOTAL CHECK 0.00 26328 .96 1020 617398 04/15/05 515 PACIFIC WEST SECURITY IN 1108501 SERVICE CALL 2/10 0.00 145.00 1020 617399 04/15/05 1099 PAVEMENT ENGINEERING INC 2709450 2005 ANNUAL OVERLAY 0.00 6415.00 1020 617400 04/15/05 526 PENINSULA DIGITAL IMAGIN 1100000 1M PROVE PLANS 0.00 81.72 RUN DATE 04/14/05 TIME 10:20:30 - FINANCIAL ACCOUNTING if ~2.'3 04/14)05 ACCOUNTING PERIOD: 10/05 CITY OF CUPERTINO CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: tranaact.trans_date between "04/11/2005" and "04/15/2005" FUND - 110 - GENERAL FUND CASH ACCT CHECK NO 1020 617401 1020 617401 1020 617401 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 617402 617403 617404 617405 617406 617407 617407 617407 617407 617408 617408 617408 61740B 617408 617409 617413 617413 617413 617413 617413 617413 617413 617413 617413 617413 617413 617413 617413 617413 617413 617413 617413 617413 617413 617413 617413 ISSUE DT --------------VENDOR------------- FUND/DEPT 04/15/05 690 04/15/05 690 04/15/05 690 04/15/05 542 04/15/05 545 04/15/05 559 04/15/05 2278 04/15/05 3118 04/15/05 602 04/15/05 602 04/15/05 602 04/15/05 602 04/15/05 2043 04/15/05 2043 04/15/05 2043 04/15/05 2043 04/15/05 2043 04/15/05 621 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05 625 04/15/05625 04/15/05625 PENINSULA FORD PENINSULA FORD PENINSULA FORD 6308840 6308840 6308840 PINE CONE LUMBER 5606620 JEFF PISERCHIO 5606640 PROJECT SENTINEL 1107405 QUALLS, RALPH 1108001 RED DEVIL EQUIPMENT CO. 2708404 ROYAL COACH TOURS ROYAL COACH TOURS ROYAL COACH TOURS ROYAL COACH TOURS RUDE'S PEST MANAGEMENT RUDE'S PEST MANAGEMENT RUDE'S PEST MANAGEMENT RUDE'S PEST MANAGEMENT RUDE'S PEST MANAGEMENT THE MERCURY NEWS SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY RUN DATE 04/14/05 TIME 10:20:30 5506549 5506549 5506549 5506549 110B321 1108503 1108504 1108505 1108506 5606640 1108407 1108407 1108407 1108407 1108407 1108407 1108407 1108407 1108407 1108407 1108407 1108312 1108407 5708510 1108408 1108504 1108504 1108303 1108303 1108407 1108407 -----DESCRIPTION------ FY 2004-2005 OPEN PURC FY 2004~2005 OPEN PURC FY 2004-2005 OPEN PURC LUMBER A26036 SERVICE 3/30-4/12/05 RENT MEDIATION SERVo TRAVEL 3/10-16 SUPPLIES A27395 ANTIOCH/SUISUN BUS KNOB HILL BUS PIER 39 BUS VANS RESTAURANT BUS RODENT BAIT RODENT BAIT RODENT BAIT RODENT BAIT RODENT BAIT ADVERTISEMENT MAR2005 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 7 AMOUNT 25.B5 39.20 29.21 94.26 518.51 1995.00 6250.00 414.79 306.52 763.63 604.16 649.44 524.41 2541.64 180.00 180.00 IBO.OO 180.00 180.00 900.00 160.00 39.67 56.23 SB.30 28.12 26.05 19.84 11.90 11.90 19.84 39.67 39.67 65.55 38.35 88.32 119.02 90.38 94.52 71.76 69.69 36.40 63.4B - FINANCIAL ACCOUNTING J.f-2.Cf 04/14/05 CITY OF CUPERTINO PAGE a ACCOUNTING PERIOD, ~Q)OS CRBCK RRGIS'ïRR - DIS'2.URSRM.EN'r FUIID SELECTION CRITBRIA: transact . trans _ da te between "04/11/2005" and "04/15/2005" FUND - 110 - GENERAL FUND CASH ACCT CHECK NO ISSUE DT --____________VENDOR_____________ FUND/DEPT -----DESCRIPTION------ SALES TAX AMOUNT 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 5606640 2/28-3/29/05 O. 00 303.93 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108504 3/03-3/31/05 O. 00 9.00 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 5606620 2/28-3/29/05 0.00 73 .83 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 5606620 2/28-3/29/05 0.00 73.83 H2O 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108312 2/28-3/29/05 0.00 104.87 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108312 2/28-3/29/05 0.00 150.66 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 4209116 2/04-4/04/05 0.00 84.66 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 2/03-4/04/05 0.00 24.13 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108505 2/28-3/29/05 0.00 94 .52 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108505 3/03-3/31/05 0.00 9.00 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108513 2/28-3/29/05 0.00 33 .00 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108512 3/03-3/31/05 0.00 52.61 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108512 2/28-3/29/05 0.00 122.80 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108512 2/28-3/29/05 0.00 74.89 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108314 2/28-3/29/05 0.00 64.37 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108321 2/28-3/29/05 0.00 166.99 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108315 2/28-3/29/05 0.00 661.65 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108315 2/28-3/29/05 0.00 120.69 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108314 2/28-3/29/05 0.00 120.69 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 2/28-3/29/05 0.00 232.25 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 2/28-3/29/05 0.00 278 .56 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108315 3/03-3/31/05 0.00 52.61 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108315 2/28-3/29/05 0.00 348.01 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108315 2/28-3/29/05 0.00 59.17 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108314 3/03-3/31/05 0.00 9.00 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108506 2/28-3/29/05 0.00 40.54 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 5708510 3/03-3/31/05 0.00 9.00 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 2/28-3/29/05 0.00 11.90 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 2/28-3/29/05 0.00 39.67 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 2/28-3/29/05 O. 00 19.84 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 2/28-3/29/05 0.00 19.84 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 2/28-3/29/05 O. 00 63.48 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 2/28-3/29/05 0 .00 19.84 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108321 3/03-3/31/05 0.00 52.61 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 5606620 2/28-3/29/05 0.00 11.50 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108314 2/28-3/29/05 0.00 212.50 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108506 2/28-3/29/05 0.00 28.12 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 2/28-3/29/05 0.00 19.84 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 2/28-3/29/05 0.00 19.84 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 2/28-3/29/05 0.00 19.84 1020 ,617413 04/15/05 625 SAN JOSE WATER COMPANY 5606620 2/28-3/29/05 0.00 75.90 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 2/28-3/29/05 0.00 39.67 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 5708510 2/28-3/29/05 0.00 556.19 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108303 2/28-3/29/05 O. 00 1315.65 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108303 2/28-3/29/05 0.00 541.58 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108303 2/28-3/29/05 O. 00 1094.19 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108503 2/28-3/29/05 O. 00 160.75 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108312 2/03-4/04/05 0.00 212 .92 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108407 . 2/28-3/29/05 0.00 67. 62 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108314 2/28-3/29/05 0.00 96 .59 1020 617413 04/15/05 625 SAN JOSE WATER COMPANY 1108314 2/28-3/29/05 0.00 B8.32 RUN DATE 04/14/05 TIME 10:20:30 - FINANCIAL ACCOUNTING If- 3D 04/14/05 ACCOUNTING PERIOD: 10/0S CITY OF CUPERTINO CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: transact. trans_date between "04/11/2005" and "04/15/2005" FUND - 110 - GENERAL FUND CASH ACCT CHECK NO 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 61741.3 617413 61741.3 617413 617413 617413 617414 617415 617416 617417 617418 617418 617418 617418 617418 617419 617420 617421 617421 617421 617421 617421 617421 617421 617421 617422 617422 617422 617422 617422 617422 617422 617422 617422 617422 617422 617422 617422 617422 ISSUE DT --------------VENDOR------------- FUND/DEPT 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 626 04/15/05 633 04/15/05 1337 04/15/05 1919 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 2875 04/15/05 2875 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 511 04/15/05 511 04/15/05 511 04/15/05 511 04/15/05 511 04/15/05 511 04/15/05 511 04/15/05 511 04/15/05 511 04/15/05 511 04/15/05 511 04/15/05 511 04/15/05 511 04/15/05 511 625 625 625 625 625 625 1150 1150 1150 1150 1150 2692 2692 2692 2692 2692 2692 2692 2692 SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY 1108507 1108314 1108314 1108302 1108314 1108407 SANTA CLARA CO DEPT OF R 1102100 SANTA CLARA COUNTY SHERI 5806449 SANTA CLARA VALLEY TRANS 1108005 SANTA CLARA VALLEY TRANS 5500000 WELLS FARGO FINANCIAL LE 5806349 WELLS FARGO FINANCIAL LE 5806449 WELLS FARGO FINANCIAL LE 1104310 WELLS FARGO FINANCIAL LE 5706450 WELLS FARGO FINANCIAL LE 5806249 RICOH CUSTOMER FINANCE C 1104310 RICOH CUSTOMER FINANCE C 1108201 SBe SBe SBe SBe SBe SBe SBe SBe SBC/Mcr SBC/MCr SBC/MCI SBC/MCr SBC/MCr SBC/MCI SBC/MCI SBC/MCI SBC/MCr SBC/MCI SBC/MC! SBC/MCI SBC/MCI SBC/MCr RUN DATE 04/14/05 TIME 10:20:30 5606640 1108201 1108503 1108507 1108509 5606620 1108501 1108508 1108503 5606620 1108501 1101500 1108505 1108503 5708510 1108504 1108501 1108505 1108501 1108501 1108504 5708510 -----DESCRIPTION------ 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 2/28-3/29/05 CITATIONS FEB2005 BUNNY FUN RUN 3RD/4TH QTR FY05 FEES BUS PASSES MAR2005 1/20-4/20/05 1/20-4/20/05 1/20-4/20/05 1/20-4/20/05 1/20-4/20/05 J0131303354 MAY2005 J8332201915 MAY2005 3/28-4/27 3/28-4/27 3/28-4/27 3/28-4/27 3/28-4/27 3/28-4/27 3/28-4/27 3/28-4/27 #2719770 3/01-4/06 #2719770 3/01~4/06 #2719421 3/01-4/06 #2719421 3/01-4/06 #2719421 3/01-4/06 #2719421 3/01-4/06 #2719421 3/01-4/06 #2719421 3/01-4/06 #2713950 3/01-4/06 #2719770 3/01-4/06 #2719770 3/01-4/06 #2719771 3/01-4/06 #2719770 3/01-4/06 #2719770 3/01-4/06 SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 0.00 0.00 PAGE 9 AMOUNT 90.38 98.66 90.38 169.04 270.11 39.67 10010.36 2585.00 407.30 35049.00 208.00 1061.96 637.18 2017.72 318.59 1274.35 5309.80 114.66 130.94 168.67 253.62 55.56 55.56 55.56 163.01 117.13 61.42 930.53 89.63 89.63 245.78 245.7B 245.78 245.78 245.7B 491.57 89.64 89.63 89.63 89.64 89.63 89.63 - FINANCIAL ACCOUNTING '1-3/ 04/14/05 ACCOUNTING PERIOD: 10/05 CITY OF CUPERTINO CHECK REGISTER - DISBURSEMENT FUND SELECTION CRITERIA: transact. trans_date between "04/11/2005" and "04/15/2005" FUND - 110 - GENERAL FUND CASH ACCT CHECK NO 1020 617422 TOTAL CHECK 1020 617423 1020 1020 617424 617425 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 1020 1020 1020 TOTAL CHECK 1020 1020 1020 TOTAL CHECK 1020 1020 TOTAL CHECK 617426 617427 617426 617429 617429 617429 617429 617429 617429 617429 617429 617429 617429 617430 617431 617432 617433 617433 617433 617434 617434 617434 617435 617435 1020 617436 1020 617436 TOTAL CHECK ISSUE DT --------------VENDOR--~---------- FUND/DEPT 1101500 04/15/05 511 04/15/05 644 04/15/05 M 04/15/05 2016 04/15/05 652 04/15/05 ME2005 04/15/05 691 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 951 04/15/05 1406 04/15/05 2966 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 04/15/05 724 04/15/05 724 1011 1011 1011 1011 1011 1011 1011 1011 1011 1011 2045 2045 2045 696 696 696 700 700 SBC/MCI SCREEN DESIGNS 1104400 SHEN ZHEN, JENNY 550 SIEMENS BUILDING TECHNOL 1106504 SIERRA SPRINGS WATER CO. 1101500 SKEELS, V. DEAN 1100000 JOAN SPITSEN 5506549 STATE BOARD OF EQUALIZAT 110 STATE BOARD OF EQUALIZAT 560 STATE BOARD OF EQUALIZAT 110 STATE BOARD OF EQUALIZAT 270 STATE BOARD OF EQUALIZAT 520 STATE BOARD OF EQUALIZAT 570 STATE BOARD OF EQUALIZAT 630 STATE BOARD OF EQUALIZAT 110 STATE BOARD OF EQUALIZAT 580 STATE BOARD OF EQUALIZAT 5700000 SUMMERWINDS GARDEN CNTR, 1108303 SUNNYVALE CHEVROLET 6308640 SUPERSTAR/NETLINK GROUP 1103500 SVCN SVCN SVCN 5206003 1104300 1104300 TADCO SUPPLY TADCO SUPPLY TADCO SUPPLY 1108503 1108502 1106501 TARGET SPECIALTY PRODUCT 1108303 TARGET SPECIALTY PRODUCT 1108303 TURF & INDUSTRIAL EQUIPM 5606640 TURF & INDUSTRIAL EQUIPM 5606640 RUN DATE 04/14/05 TIME 10:20:30 ---~-DESCRIPTION------ #2719770 3/01-4/06 KALEIDOSCOPE T-SHIRTS SUPPLIES REFUND SECURITY DPST BOTTLED DRINKING WTR OPERA SAN JOSE RPL LOST PAYROLL CK SALES/USE SALES/USE SALES/USE SALES/USE SALES/USE SALES/USE SALES/USE SALES/USE SALES/USE SALES/USE JAN-MAR05 JAN-MAR05 JAN-MAR05 JAN-MAR05 JAN-MAR05 JAN-MAR05 JAN-MAR05 JAN-MAR05 JAN-MAR05 JAN-MAR05 LANDSCAPE SPLY A27385 FY 2004-2005 OPEN PURC C-BAND PKG RENEWAL AD 3/30 COMPOST CLASS FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC PARTS/SUPPLIES PARTS/SUPPLIES PARTS/SUPPLIES FY 2004-2005 OPEN PURC FY 2004-2005 OPEN PURC PARTS Al6037 PARTS Al6037 SALES TAX 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 .00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 10 AMOUNT 89.63 2527.16 313.93 300.00 172.46 40.32 190.71 1176.00 901.84 869.63 1.82 747.62 39.60 14.74 14.19 -1630.00 25.75 171.81 1157.00 206.15 57.25 75.47 260.00 55.00 203.50 516.50 251.19 140.28 48.64 440.11 260.90 676.91 937.81 523.80 54.84 578.64 - FINANCIAL ACCOUNTING 4-3~ ACCOUNTING PERIOD: 10/0S CHECK REGISTER CITY OF CUPERTINO DISBURSEMENT FUND 04/14/05 SELECTION CRITERIA: transact. trans_date between "04/11/200S" and "04/1S/200S" FUND - 110 - GENERAL FUND ISSUE DT --------------VBNDOR------~------ FUND/DEPT 5806249 VIKING OFFICE PRODUCTS 1106S00 VIKING OFFICE PRODUCTS 1106500 VIKING OFFICE PRODUCTS 1106500 VOLLERS, DON 550 CASH ACCT CHECK NO 1020 617437 04/15/05 2665 ERIN TURI 1020 617438 04/15/05 1578 UNITED RENTALS 1020 617439 04/15/05 310 VERIZON WIRELESS 1020 617439 04/15/05 310 VERIZON WIRELESS 1020 617439 04/15/05 310 VERIZON WIRELESS 1020 617439 04/15/05 310 VERIZON WIRELESS 1020 617439 04/15/05 310 VERIZON WIRELESS 1020 617439 04/1S/05 310 VERIZON WIRELESS 1020 617439 04/15/05 310 VERIZON WIRELESS 1020 617439 04/15/05 310 VERIZON WIRELESS 1020 617439 04/15/05 310 VERIZON WIRELESS 1020 617439 04/15/05 310 VERIZON WIRELESS 1020 617439 04/15/05 310 VERI ZON WIRELESS 1020 617439 04/15/05 310 VERIZON WIRELESS 1020 617439 04/15/05 310 VERIZON WIRELESS 1020 617439 04/15/05 310 VERIZON WIRELESS 1020 617439 04/15/05 310 VERIZON WIRELESS 1020 617439 04/15/05 310 VERI ZON WIRELESS 1020 617439 04/1S/0S 310 VERI ZON WIRELESS TOTAL CHECK 1020 617440 1020 617441 1020 617441 1020 617441 TOTAL CHECK 1020 617442 04/15/05 M 04/15/05 746 04/15/05 746 04/15/05 746 VERNAZZA, RENEE 04/15/05 M TOTAL CASH ACCOUNT TOTAL FUND TOTAL REPORT RUN DATE 04/14/05 TIME 10:20:30 4239222 1108504 1104400 1101200 1104530 1107501 1107503 1108005 1108102 1108201 1108501 1108503 1108505 5208003 5606620 5806649 6104800 1108602 580 -----DESCRIPTION------ SERVICE AGREEMENT FOR SCISSOR PUSHAROUNDS WI #408456999 MAR2005 #408456999 MAR2005 #408456999 MAR2005 #408456999 MAR2005 #408456999 MAR2005 #408456999 MAR2005 #4084S6999 MAR2005 #408456999 MAR2005 #408456999 MAR2005 #408456999 MAR2005 #408456999 MAR2005 #408456999 MAR2005 #408456999 MAR2005 #4084S6999 MAR2005 #408456999 MAR2005 #408456999 MAR2005 #408456999 MAR-200S Refund: Check - SPRING OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES REFUND SECURITY DPST SALES TAX 0.00 0.00 0.00 O. 00 0 .00 0 .00 0 .00 o. 00 0.00 0 .00 0 .00 0 .00 0.00 0.00 0.00 0.00 0 .00 0 .00 0 .00 0 .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAGE 11 AMOUNT 667.50 7077 .81 395.16 53.78 42.63 51. 08 176.43 221.59 51.08 118.11 419.55 528.54 82.81 80.36 40.18 40.18 40.18 51.86 163.17 2556.69 330.00 198.49 178.98 125.87 503.34 300.00 341221.53 341221.53 341221.53 - FINANCIAL ACCOUNTING '7-33 DRAFT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO ALLOWING CERTAIN CLAIMS AND DEMANDS PAYABLE IN THE AMOUNTS AND FROM THE FUNDS AS HEREINAFTER DESCRIBED FOR SALARIES AND WAGES PAID ON RESOLUTION NUMBER 05-062 April 8, 2005 WHEREAS, the Director of Administrative Services, or their designated representative has certified to the accuracy of the following claims and demands and to the availability of funds for payment hereof; and WHEREAS, the said claims and demands have been audited as required by law; NOW; THEREFORE, BE IT RESOLVED that the City Council hereby allows the following claims and demands in the amounts and from the funds set forth: GROSS PAYROLL $ 411,950.01 Less Employee Deductions $(116,510.38) NET PAYROLL $ 295.439.63 Payroll check numbers issued 81400 through 81615 Void check number(s) 81449 CERTIFIED: {! ¡;il/J~ (jJ .c;giYm?7[J____ Director of Administrative Services PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3rd day of May , 2005, by the following vote: Vote Members of the City Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino S-I RESOLUTION NUMBER OS-063 DRAFT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO ALLOWING CERTAIN CLAIMS AND DEMANDS PAYABLE IN THE AMOUNTS AND FROM THE FUNDS AS HEREINAFTER DESCRIBED FOR SALARIES AND WAGES PAID ON April 22, 2005 WHEREAS, the Director of Administrative Services, or their designated representative has certified to the accuracy of the following claims and demands and to the availability offunds for payment hereof; and WHEREAS, the said claims and demands have been audited as required by law; NOW; THEREFORE, BE IT RESOLVED that the City Council hereby allows the following claims and demands in the amounts and from the funds set forth: GROSS PAYROLL $ 422,143.37 Less Employee Deductions $(120,832.41 ) NET PAYROLL $ 301.310.96 Payroll check numbers issued 81616 through 81827 Void check number(s) CERTIFIED: ~ ~ Director of Administrative Services PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3rd day of May , 2005, by the following vote: Vote Members of the City Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino s-- ;). RESOLUTION NO. 05-064 DRAFT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO APPROVING DESTRUCTION OF CERTAIN RECORDS (CITY CLERK) WHEREAS, the City Council did by adoption of Resolution Nos. 8894 and 02- 037 establish rules and regulations for records retention and destruction; and WHEREAS, it has been determined that certain records in excess of two years old no longer contain data of any historical or administrative significance; and WHEREAS, the departmental request for permission to destroy all said records in excess of two years old has been approved by the City Clerk and the City Attorney pursuant to Resolution Nos. 8894 and 02-037; NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Cupertino authorizes destruction of the records specified in the schedule attached hereto. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3'd day of May 2005, by the following vote: Vote Members of the Citv Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino iÞ -I Enter M ~ to be microfilmed D ~ to be destroyed REQUIRED Date ranges (or most recent date) Address or Location (if any) RECORDS INVENTORY FOR MICROFILMING OR DESTRUCTION Department: CitýClerlÇ^ tacîrKimberly Smith or Grace Schmidt Páge: : ~ , ..,¿~rile Naine: Apri12005 ~ Resolution Which òiìzeddestruction: ~ . . ~d.n ..... ." .......,. ... .~~~=" File Number, Resolution, Subject, Application, Ordinance, Application Pennit Number File Name, Project name or Developer No. (to be used for microfiche card #) D 8/16/93 D 1981- 1996 20850, 20840, 20558,20900 Stevens Creek Blvd. 20441 Homestead Rd. APN 311-18- 28 Lot Line Adjustment - recorded 9/2/93 (#12082642); correspondence Staff reports; appeal letters; petitions; correspondence; Resolution Nos. 723 Union Church of Cupertino - 716 De Oto Club Site - 8335,8337,8338, 8336; cancellation of taxes (#10894202); proof of publication; Ordinance No. 1123; Page ....... , ~ " RECÖRJjS~~Y,EOR'MIGR()FItMING.,O~.þESTRUCTION Dep~ettt:iCity{)¡~I<;Gpntact iKiínber1yS~th()ríJrace Schmidt " < ")/il1áge;ipf -'--- - Eill'l'/l\~me: 1\.pij12005 ., /, R~¡...tiºn'wllicha)1thptiied.<.lestructip(),< ,..' . , . ,. No. (tp be used File Name, Project name File Number, Resplutipn, Subject, Applicatipn, Address or Lpcation Date ranges Enter for mièrofiche or Developer Ordinance, Application Pennit (if any) (or most M ~ to be microfilmed card #) " ,., Nnmber recent date) D ~ to be destroyed REQUlREP D 1988- 1998 Appeal letters (Citation Homes Central); staff reports; 7/20/98 CC minutes; 7/6/98 CC minutes; Lot Line Adjustment - recorded 4/25/96 (#0013273199); proof of publications; Agreement b/w SCS Development Co. and Porto fino Villas Homeowners Association, Inc. (Corsica); Ordinance Nos. 1713, 1760; Resolution Nos. 9445,9457,8363, 8329, 8240, action letters, Porto fino Development Corporation staff reports; Notices of Determination 10-U- 89, 13-TM-89, 21- U-88,30-EA-88 730 Mariani Development Corporation Villas at Lake Mariani Page 6'.. \ Vol Enter M ~ to be microfilmed D ~ to be destroyed REQUIRED Date ranges (or most recent date) Address or Location (if any) RECORDS INVENTORY FOR MICROFILMING OR DESTRUCTION Department: City è1erk Contact: Kituber]y Smith or Grace Schmidt Page: of . FiÍe Name: April 2005 ' Resolution which authòrized destruction: File Number, Resolution, Subject, Application, Ordinance, Application Penni! Number File Name, Project name or Developer No. (to beusedT for microfiche card If) D ]981- 199] Ordinance readings proofs of publication; Ordinance Nos. 1134, 1200, 16]0; action letters from CC meeting of 2/4/91; appeal by Ellis L. Jacobs; Resolution No. 6049 732 D 1981- 1991 Tula Lane Lot Line Adjustment - recorded 5/11/95 (#12885873); park fees appeal for Tract 7277 and withdrawal letter; deposition subpoena; Resolution Nos. 7044, 6653; Ordinance Nos. 736 D 1994- 1996 1145 Ordinance Nos. 1722,1126; Negative Declaration 26-EA- 94; Applications 25- Z-85, 9-Z-8]; staff reports 1144, 745 Soils Report James Arnold and James Hoftìnan PG&E Page ~ , -4:... Enter M ~ to be microfilmed D ~ to be destroyed REQUIRED Date ranges (or most recent date) Address or Location (if any) RECORDS INVJ RY FOR MICROFiLMING OR DESTRUCTION Department:Ci lerk Contact: Kimberly Smith ör Grace Schmidt . ·Pa"v. .. of _ . File Name: A¡Íril20Ô5 Resolution which authoñzed destruction: File Number, Resolution, Subject, Application, Ordinance, Application Pennit Number File Name, Project name or Developer No. (to be used f{)r microfiche .éard #) D 1984- 1992 10990 N. Stelling Rd. Notice of Determination 41-U- 83; Staff reports; action letters; pictures 906 D 1984- 1993 De Anza Blvd. and Silverado Ave. Staff reports 15- ASAC-93; pictures; proof of publication; action letters; Ordinance Nos. D 1984- 1992 Silverado Ave. and De Anza Blvd. 1633, 1632, 1630, 1628; Application HC-51,193.21 Staff report 3-U-84; action letters; 907 913 Resolution Nos. 7171,7191,7043 6828; Ordinance Nos. 1323, 1328, 1269; proof of publication; staff reports 22-TM-85; l2-Z-85; 26-U-85; 2-Z-84; 3-U-84 McDonalds Restaurant I Kentucky Fried Lawrence, Guy ~ I \J\ Page REº()RJ:)SIN'\lE1NT0RY~î"ÇJ~M.I~()FILMINGOItt>ßST1tUÇTION . P¢1~ent:()ty ç¡~q~tact¡~lySlI1ith.orí:i,~çeS<;luIrldt ~ :, .» .. .iÌ'ag",:<jo(::?~¡!e'N~lI1e: April20Q~ ? . ... ... ·:.:.ResolútÌoh.whicl1aUþØ~Jde~tt'uction: : No. (to be USed File Name, Project name File Number, Resolution, Subject, Application, Address or Location Date ranges Enter for microfiché or Developer Ordinance, Application Permit (if any) (or most M ~ to be microfilmed card #) Number recent date) D ~ to be destroyed .... REQUIRED D 1984- 1996 Proof of publication; action letters; Ordinance Nos. 1737,1666, 1585, 1345, 1380, 1277, 880; staff reports amending Ch. 19.100 937 D 7/17/95 Staff report reviewing street closures/restrictions 951 D 1984- 1988 , in the city Resolution Nos. 7618,7621,7620, 7619,7170,7175, 7180,6791,6694, 7042; proof of publication; action letters; staff reports for l2-TM-86; 5-Z- 86; 18-U-84; l2-U- 84; 7-TM-84; Ordinance No. 1385 960 Off Street Parking Street Closure HW and Associates Investment Company - ~ \ S"- Page Enter M ~ to be microfilmed D ~ to be destroyed REQUIRED Date ranges (or most recent date) Address or Location (if any) RECÕlIDS INVENTORY FOR MICROFILMING OR DESTRUCTION DeP~erJt:" Ciiy C¡éxk Conla"!: Kiniberly SJJ\ith or Orâce Schmidt :" " Pagè:"" of - Fi1e"NäJJ\e: Aprif2005 """ ~lution wlùch authorized deStruction:, " File Number, Resolution, Subject, Application, Ordinance, Application Pennit Number File Name, Project name or Developer No. (to be used for microfiche card #) D 1996- 1984 Memo regarding G.I.S. system; records subpoena for John and Sally Marler; software license agreement for Munimetrix, Inc; information from computer classes; staff report for Occupant Safety Plan; staff report A lication ll-U-82 686 Computers D 1981- 1986 Waiver of fees for room use and business license action letter; petition regarding Monta Vista Neighborhood Park; staff report on plans for " development of Monta Vista Community Center and Park; P&R Commission minutes 6/4/81 and 7/9/81 701 Monta Vista Community Center Page ~ , "4 Enter M ~ to be microfilmed D ~ to be destroyed REQUmED Date ranges (or most recent date) Address or Location (if any) .0FILMlNG OR DESTRUCTION ;imberly Smith pr Grace Schmidt ~ Name; April 2005 . d.estrucûon; .' . Subject, Application, Pennit RECORDS.INVENTORY FOR Department: City Clè!'!( C(\: ., Pagø:. of_ Re8Qlution 'which ául· File Number, Resolution, Ordinance, Application Number File Name, Project name or Developer No. (to be used for microfiche card #) D 1994 Proof of publication; Ordinance No. 1668; staff report 17- EA- 94; request for newsrack permit for USA Today; action letters 832 USA Today- Newsracks in Cupertino D 1993- 1997 Resolution Nos. 9827, 8836; staff reports 10/21/96, 8/5/96, 5/6/96, 8/7/95,7/17/95, 3/6/95, 6/6/94, 7/19/93,3/1/93 on Housing Mitigation Manual; Housing Mitigation Procedural Manual adopted 10/16/95; action letters 849 Guidelines for Office/Industrial Housing Mitigation - Page "" \ ~ ORY FOR MICROFILMING OR DESTRUCTION Clerk Contact: KunbCrlY SII1Ìth or Grace Schmidt ~~ ~ ~ of ~ File Name: April 2005 ResolÜtion which authorized dßStrU\ltion: File Number, Resolution, Subject, Application, 'Ordinance, Application Pennit Number RECORDS J ^ Department: .j,.,.....,......... Enter M ~ to be microfilmed D ~ to be destroyed REQUIRED Date ranges (or most recent date) Address or Location (if any) File Name, Project name or Developer No. (to be used for microfiche card #) D 1986- 1996 - 1986- 1996 D Staff reports 6/3/96, 3/18/96, 10/16/95, 2/21/95,7/6/93, 5/20/91,4/6/87, 3/16/87,6/2/86, 8/4/86, action letters; proof of publication; correspondence; Resolution Nos. 8379, 8253, 7039; Proof of publication; Ordinance Nos. 849 Affordable Housing 1529, 1224; Resolution Nos. 7881,7032,6078; action letters; staff report 5/7/90; correspondence 849 Construction Tax I D 1983- 1988 Torre and Rodrigues Correspondence; Resolution Nos. 6292,6296,7119, 7129,6838,6531 ; action letters; staff report 11/4/85 (Development Agreement for Town Centerl 855 Prometheus Development - Development Company Cupertino City Center Assoc. A, B,C,D - - 6'-.. I -.(;) Page Enter M ~ to be microfilmed D = to be destroyed REQUIRED Date ranges (or most recent date) Address or LocatIOn (irany) RECORDS INVENTORY EOR MIÇROflLMING OR DESTRUCTION . Dep<U1ment: City èlerk COntact: Kimberly Smith or Grace Schmidt . . Page: of . File N~t¡ìe: April 2005 Resoluûon which autþorize&deslrúction: File Number, Resolution, Subject, Application, Ordinance, Application Pennit Number File Name, Project name or Developer No. (to be used for microfiche card #) D 1988 Torre and Rodrigues D 1985 Torre and Rodrigues Staff reports 20-U- 88, 4-Z-88, 29-EA- 88; action letters; correspondence; Staff report 27-TM- 85; Resolution Nos. 7714,6612; action letter 855 Prometheus Development 20-U- 88, 4-Z-88, 29-EA-88 855 D 1988 Torre and Rodrigues Staff report 855 Prometheus Development - Cupertino City Center Assoc. D, Tract No. 7734 Prometheus Development 2-GP A- 88 D D - - ~ - - 1984- 1986 1983 Staff Action letters; staff reports; Resolution No. 7010; Action 1 ""......a....~ I .l'-'U'-'.I.d; 855 855 Prometheus Development l8-U- 84, l5-TM-84 Prometheus Development I1-U- 83 D 1983- 1992 Staff report 3/16/92; action letters; Staff report HC-5l,015.21 Cupertino Crossroads; 3-Z-83; Resolution Nos. 856 Mervyns D 1983- 1994 1048,1049,1051 Staff report 5/2/94; Resolution No. 925.42 860 Districts Assessment Page ~ , -- o Enter M ~ to be microfilmed D ~ to be destroyed REQUIRED Date ranges (or most recent date) Address or Lecation (if any) RECORDS INVENTORY FOB. MICROFILMING OR PESTRUCTlON Department: èity Clerk Cóntacl: KUn~ly Smith òI'. Grace Schmidt .. pagè: . of .' . File Name: April 200:> .' Resolu!iòfi which authorizw.destruction: . File Number, Resolution, Subject, Application, Ordinance, Application Pennit Number File Name, Project name or Developer No. (to be used for microfiche card #) D 1983- 1990 APN 342-12-117 and 342-12-116 Certificate of Compliance recorded 11113/90 (#10721106); Ordinance Nos. 1231,1220,1233 Resolution Nos. 6121,7005 864 D D 1983- 1993 1983- 1994 Correspondence; Resolution Nos. 9169,7799,6213 correspondence; copy of State of California Federal Surplus Personal Propert· 874 888 Perez, Ubaldo and Maria C. Private Industry Council Federal Surplus Property Page ~ I -- -- Rí3Ç<')RJ)Sll{YEN'J!0}tYF()RM1§J.tØliILMING ORpE~T1!.UÇ'fIQN ... .l)"Partnlent:..·City~I<rii<SQ~~ètr<lçjri¡b\orlYSmith. Qr·.qtä~eScJ¡midt . ..> . .......... Ì'ag~~:.()(.~..f~1ehlatne: April 2005. .. .... .... .. .. ... ... . R""Qlution""MçÞauth(¡ri.žê!tc;1estructio11: . . . . . No. (to be.used File Name, Project name File Number, Resolution, Subject, Application, Address ar Locatian Date ranges Enter fornrlcroficbe ar Develaper Ordinance, Applicatian Permit (if any) (ar mast M ~ ta be microfilmed çar4#) Number recent date) D ~ ta be destrayed .> REQUIRED . . D 1988- 1991 Newspaper articles; correspondence from Santa Clara Valley Water District; memos from Public Works Dept. and PIO water bulletins; City of Mtn. View Water Conservation Guide for 126 (Public Information Officer file) Water Conservation Restaurants; Water Awareness Week local activity guide; National Drinking Water Week guide; Ordinance No. 1489; staff reports 3/20/89, 3/27/90 on Drought Plan; brochures on water conservation and safe drinking water; staff report 11/6/89 on water reduction program; Apt/Condo water- saving landscape ide Page ~ , -- ~ Enter M ~ to be microfilmed D = to be destroyed REQUIRED Date ranges (or most recent date) - - Address or Location (if any) ,RY FOR MICROFILMING OR DESTRUCTION lerk ConùÍct: t<imber1y ~íriiÍh ¡ -ace Sclunidt . of "Fi!,i"N"IÌIt1è;;j\prif2 Rc i1Ïch authorized dJ!ftmèii<in:.· : ~ =--..-'.."'. . ." . ·,'ww_. ........___ .....'..... ." File Number, Resolution, Subject, Application, Ordinance, Application Permit Number File Name, Project name or Developer No. (to be used for microfiche card #) D D 1989- 1996 1992- 1994 Cable TV Advisory Committee and Telecommunications Commission packets Parks and Recreation contractor agreements Page 6"- I - \.).¡ íml~ __J City Hall 10300 Torre Avenue Cupertino, CA 95014-3255 Telephone, (408) 777-3220 Fax, (408) 777-3366 I F CUPEIQ1NO DEPARTMENT OF ADMINISTRATIVE SERVICES SUMMARY Agenda Item No. Meeting Date: May 3, 2005 SUBJECT AND ISSUE Adopt a resolution designating the order of succession ofthe office of the city manager. BACKGROUND Due to the current vacancy and workload levels, the attached resolution is presented which provides the City Manager more flexibility to make temporary appointments. RECOMMENDATION: Staff recommends approval of the attached resolution designating the order of succession of the office of the City Manager. Submitted by: Approved for submission: car~ a ~ J .::3:~Kn~ L( CJ. U~0 Director of Administrative Services ~ City Manager 7,/ Printed on Recycled Paper RESOLUTION NO. 05-065 DRAFT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO RESCINDING RESOLUTION NO. 01-155 AND DESIGNATING THE ORDER OF SUCCESSION OF THE OFFICE OF CITY MANAGER WHEREAS, the continuing function of the Office of the City Manager in the event of the State of extreme emergency, State of disaster, or local emergency or local disaster, as defined in article 15, section 8635-8638 of the California Government code, is necessary to assure the effective operation of the government of the City and to cope with conditions which may result in extreme peril to the life, property and resources of the people of the City; NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Cupertino as follows: 1. Approval is granted to the City Manager to appoint in writing any of these department heads of the City to serve as City Manager pro tempore whenever the City Manager will be unavailable: A. Director of Administrative Services B. Director of Public Works C. Director of Community Development D. Director of Parks and Recreation E. Other staff as appropriate 2. In the event that the City Manager is unavailable to specify a City Manager pro tempore, succession shall follow this order: A. Director of Administrative Services B. Director of Public Works C. Director of Community Development D. Director of Parks and Recreation PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3rd day of May 2005, by the following vote: Vote Members of the Citv Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino 7-;).. . . ..""\ I i.~ " >___c . CUPEIQ1NO AGENDA ITEM NUMBER SUBJECT AND ISSUE City Hall 10300 Torre Avenue Cupertino. CA 95014 (408) 777-3212 Fax: (408) 777-3366 OFFICE OF THE CITY MANAGER SUMMARY CfA AGENDA DATE Half 3, ZOC>:5 Application for Alcoholic Beverage License. BACKGROUND 1. Name of Business: Location: Type of Business: Type of License: Reason for Application: RECOMMENDATION Ramenrama Red Miso 19772 Stevens Creek Boulevard (new restaurant next to the Elephant Bar) Restaurant On-Sale Beer and Wine for a Bona Fide Public Eating New Application There are no use permit restrictions or zoning restrictions that would prohibit this use and staff has no objection to the issuance of the license. Prepared by: /2)- Gt./¿tfl/' 7a)¿,~ Ciddy Word6ll, City Plarmer G:planning/misc/abcramenramared Submitted by: 11sV David W. Knapp, City Manager ql/-{ Printed on Recycled Paper Department of Alcoholic Beverage Control APPLICATION FOR ALCOHOLIC BEVERAGE LICENSE(S) ABC 211 (6/99) State of California TO: Department of Alcoholic Beverage Control File Number: 422925 100 Paseo de San Antonio Receipt Number: 1502905 Room 119 Geographical Code: 4303 San Jose, CA 95113 Copies Mailed Date: February 1, 2005 (408) 277-1200 Issued Date: DISTRICT SERVING LOCATION: SAN JOSE First Owner: PACIFIC AMG INC Name of Business: RAMENRAMA RED MlSO County: í9íï2 STEVENS CREEK ßL vn CUPERTINO, CA 95014 SANTA CLARA Location of Business: is premise inside city limits? Yes Census Tract 5080.01 Mailing Address: (If different from premises address) 45130 S GRIMMER BLVD FREMONT, CA 94539 Type of license(s): 41 Transferor's license/name: / Dropping Partner: Yes No 41 ON-SALE BEER AND ORIGINAL FEES 41 ON-SALE BEER AND ANNUAL PEE 41 ON-SALE BEER AND STATE FINGERPRINTS 41 ON-SALE BEER AND FEDERALFlNGERPRlNTS NA NA NA NA y y N N ILY..¡¡ o o 6 1 llili 02/01/05 02101/05 02101/05 02/01/05 Total m $300.00 $304.00 $234.00 $24.00 $862.00 License Tvpe Transaction Type Fee Tvpe Mas ter Have you ever been convicted of a felony? No Have you ever violated any provisions of the Alcoholic Beverage Control Act, or regulations of the Department pertaining to the Act? No Explain any "Yes" answer to the above questions on an attachment which shall be deemed part of this application. Applicant agrees (a) that any manager employed in an on-sale licensed premise will have all the qualifications of a licensee, and (b) that he will not violate or cause or permit to be violated any of the provisions of the Alcoholic Beverage Control Act. STATE OF CALIFORNIA County of SANTA CLARA Date: February 1,2005 Under penalty of perjury. each person whose signature appears below, certifies and says: (1) He is an applicant. or one of the applicants. Of an executive officer of lhe applicant corporation. named in the foregoing application. duly authorized to make this application on its behalf; (2) that he has read the foregoing and knows the contents thereof and that each of the above statements therein made are true; (3) that no person other than the applicant or applicants has any direct or indirect interest in the applicant or applicant's business to be conducted under the license(s) for which this application is made; (4) that the transfer application or proposed transfer is not made to satisfy the payment of a loan or to fulfill an agreement entered into more than ninety (90) days preceding the day on which the transfer application is filed with the Department or to gain or establish a preference to or for any creditor or transferor or to defraud or injure any creditor of transferor; (5) that the transfer application may be withdrawn by either the applicant or the licensee with no resulting liability to the Department. f Applicant Name(s) Applic PACIFIC AMG INC >W,LfaÆ';3 ') qll,Z. I ,)1 tj\~~ / I _.:.:_____--3 . CUPEIQ1NO City Hall 10300 Torre Avenue Cupertino, CA 95014 (408) 777-3212 Fax: (408) 777-3366 OFFICE OF THE CITY MANAGER SUMMARY AGENDA ITEM NUMBER q f3 AGENDA DATE Mar 3, Z-DOS SUBJECT AND ISSUE Application for Alcoholic Beverage License. BACKGROUND 1. Name of Business: Location: Type of Business: Type of License: Reason for Application: RECOMMENDATION The Blue Pheasant Restaurant 22100 Stevens Creek Boulevard Restaurant On-Sale General for Bona Fide Public Eating Place Person to person transfer There are no use permit restrictions or zoning restrictions which would prohibit this use and staff has no obj ection to the issuance ofthe license. Prepared by: .<:L£¿1 Zd¿Ÿéc€k7Þ"-f Ciddy Woldell, City Planner G:planninglmisc/abcBoas Submitted by: ~, Ci<y""",,gcr q $-{ Printed an Recycled Paper Department of Alcoholic Beverage Control APPLICATION FOR ALCOHOLIC BEVERAGE LICENSE(S) ABC 211 (6/99) State of California TO: Department of Alcoholic Beverage Control File Number: 425244 100 Paseo de San Antonio Receipt Number: 1511653 Room 119 Geographical Code: 4303 San Jose, CA 95113 Copies Mailed Date: April 12, 2005 (408) 277-1200 Issued Date: DISTRICT SERVING LOCATION: SAN JOSE First Owner: HUNGRY JACKS Name of Business: BLUE PHEASANT RESTAURANT THE Location of Business: 22100 STEVENS CREEK BLVD CUPERTINO, CA 95014 SANTA CLARA County: Is premise inside city limits? Mailing Address: (If different from premises address) Census Tract 5077.01 Type of licensees): 47 Transferor's license/name: 40856 / RASMUSSEN BrR' Dropping Partner: Yes_ N°A License Tvne Transaction Type Fee Type Master Ilu.12 12m 47 ON-SALE GENERAL I PERSON TO PERSON TRANSF NO Y 0 04/12/05 47 ON-SALE GENERAL I ANNUAL FEE P40 Y 0 04/12/05 47 ON-SALE GENERAL I STATE FINGERPRINTS NA N I 04/12/05 Total œ $1,250.00 $758.00 $39.00 $2,047.00 Have you ever been convicted of a felony? No Have you ever violated any provisions of the Alcoholic Beverage Control Act, or regulations of the Department pertaining to the Act? No Explain any "Yes" answer (0 the above questions on an attachment which shall be deemed part of this application. Applicant agrees (a) that any manager employed in an on-sale licensed premise will have all the quaJifications of a licensee, and (b) that he will not violate or cause or permit to be violated any of the provisions of the Alcoholic Beverage Control Act. STATE OF CALIFORNIA County of SANTA CLARA Date: April 12, 2005 Under penalty of perjury, each person whose signature appears below. certifies and says: (1) He is an applicant. or one of the applicants. or an executive officer of the applicant corporation. named in the foregoing application. duly authorized to make this application on its behalf: (2) that he has read the foregoing and knows the contents thereof and that each of the above statements therein made are troe; (3) that no person other than the applicant or applicants has any direct or indirect interest in the applicant or applicant's business to be conducted under the license(s) for which this application is made; (4) that the transfer application or proposed transfer is not made to saûsfy the payment of a loan or to fulfill an agreement entered into more than ninety (90) days preceding the day on which the transfer application is filed with the Department or to gain or establish a preference to or for any creditor or transferor or to defraud or injure any creditor of transferor; (S) that the transfer application may be withdrawn by either the applicant or the licensee with no resulting liability to the Department. Applicant Name(s) HUNGRY JACKS ~e~~ ~, ? 98-2. RESOLUTION NO. 05-066 DRAFT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO APPROVING THE PARCEL MAP AND IMPROVEMENT PLANS OF PROPERTY LOCATED AT 21851 LOMITAAVENUE, APN 357-16-064; DEVELOPER, LANDS OF LI; AUTHORIZING EXECUTION OF IMPROVEMENT AGREEMENT; AUTHORIZING SIGNING OF PARCEL MAP AND IMPROVEMENT PLANS WHEREAS, there has been presented to the City Council for approval of the parcel map and improvement plans of property located at 21851 Lomita Avenue, APN 357-16-064 by Lands ofLi; and WHEREAS, there has been presented to the City Council a proposed agreement for the construction of streets, curbs, and gutters and for other improvements, and good and sufficient bonds (letter of credit), fees, and deposits as set forth in Exhibit "A" having been presented for the faithful performance of said work and the carrying out of said agreement; and said map, agreement, and bonds having been approved by the City Attorney; NOW, THEREFORE, BE IT RESOLVED THAT: a. Said parcel map and improvement plans herein referred to are hereby approved. b. The offer of dedication for street areas and all easements is hereby accepted. c. The City Engineer is hereby authorized to sign said improvement plans. d. The City Engineer and the City Clerk are hereby authorized to sign said parcel map and have it recorded. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3rd day of May, 2005, by the following vote: Vote Members of the City Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino I 6A ~ I Resolution No. 05-066 Page 2 EXHIBIT "A" SCHEDULE OF BOND, FEES, AND DEPOSITS DEVELOPMENT: Lands ofLi LOCATION: 21851 LomitaAvenue APN 357-16-064 A. Faithful Performance Bond: $ 20,274.00 TWENTY THOUSAND TWO HUNDRED SEVENTY-FOUR AND 00/100 DOLLARS B. Labor and Material Bond: $ 20,274.00 TWENTY THOUSAND TWO HUNDRED SEVENTY-FOUR AND 00/100 DOLLARS C. Checking and Inspection Fee: $ 2,268.00 TWO THOUSAND TWO HUNDRED SIXTY-EIGHT AND 00/100 DOLLARS D. Development Maintenance Deposit: ONE THOUSAND AND 00/100 DOLLARS $ 1,000.00 E. Storm Drainage Fee: Basin 2 FIVE HUNDRED NINETY-THREE AND 40/100 DOLLARS $ 593.40 F. Street Light - One Year-Power Cost: N/A G. Map Checking Fee: FIVE HUNDRED TWENTY AND 00/100 DOLLARS $ 520.00 J. Park Fee: Zone I $ 15,750.00 FIFTEEN THOUSAND SEVEN HUNDRED FIFTY AND 001100 DOLLARS 1011 ~2. AGREEMENT 21851 Lomita Avenue APN 357-16-064 This AGREEMENT made and entered into this2-7 day of Æpn \ ,2005, by and between the CITY OF CUPERTINO, a municipal corporation :;?the State of California, hereinafter designated as CITY, and Oi G. Li and Aretha Lee, Husband and Wife as Joint Tenants. hereinafter designated as DEVELOPER. WITNESSETH WHEREAS, THE DEVELOPER has made application to the CITY to SECURE A BUILDING PERMIT to construct a single family dwelling hereinafter referred to as "Project". WHEREAS, CITY hereby approves the improvement plans and specifications prepared for the Project by Nelsen Engineering, a true copy of which improvement plans and specifications are on file in the office of the City Engineer of Cupertino; and WHEREAS, the same are incorporated herein by reference, the same as though set out in full; NOW, THEREFORE, said improvement plans and specifications shall be hereinafter called the "Plans", and the work to be done under the Plans shall be called the "Work". IDA - 3 File No.: 52,394 Page 1 of 10 WHEREAS, pursuant to the provisions of this AGREEMENT, the CITY hereby established the a1110unts of Boncls, Fees, and Deposits as set forth in the following schedule: SCHEDULE OF BONDS, FEES AND DEPOSITS Street Improvement Category: P ART A. Faithful Performance Bond: 110-2211 PART B. PART C. PART D. PART E. PARTF. PART G. P ART H. $ 20,274.00 Labor and Material Bond: 110-2211 $ 20,274.00 Checking and Inspection Fee: 110-4538 . $ 2,268.00 Development Maintenance Deposit: 110-2211 $ 1,000.00 Storm Drainage Fee: Basin 2 AccOlmt #: 215-4072 $ 593.40 Street Light - One-Year Power Cost: 110-4537 Map Checking Fee: N/A $ 520.00 Park Fee: ZONE II ACCT #: 280-4082 $15,750.00 /6A -'I File No.: 52,394 Page 2 of 10 NOW, THEREFORE, IT IS HEREBY MUTUALLY AGREED by and between the parties hereto as follows, TO WIT: 1. DEDICATION A. The DEVELOPER offers to dedicate the real property shown on Exhibit "A", which is attached hereto and made a part hereof by reference. Said dedicated property shall be free and clear of all liens or encumbrances except those, which the CITY shall waive in writing. The DEVELOPER agrees not to revoke said offer of dedication, and to keep said offer open until the CITY accepts offer by resolution. B. Upon execution of this AGREEMENT the DEVELOPER agrees to deliver a properly executed grant deed to the CITY of the real property described in Exhibit "A", and such other executed conveyances, or instruments necessary to convey clear title as herein required. The DEVELOPER shall provide, at the DEVELOPER'S sole cost and expense, to the City: (I) A preliminary title report issued by a title insurance company relating to the property offered for dedication. (2) A standard policy of title insurance issued by a title insurance company and insuring the CITY in the sum of: N/ A, and which shall show said property free and clear of all liens or encumbrances except those as the CITY shall expressly waive in writing; said policy shall be furnished at the time of acceptance of dedication and recordation of deed. C. Upon the condition precedent that the DEVELOPER shall perform each and every covenant and condition of this AGREEMENT, the CITY agrees to accept said real property offered for dedication. 2. INSTALLATION OF WORK It is fmiher agreed that: A. The DEVELOPER shall install and complete the Work within one (I) year from the date of execution of this AGREEMENT, or such longer period as may be specifically authorized in writing by the City Engineer. In the event the DEVELOPER fails or refuses to complete the Work within the specified period of time, the CITY, at its sole option, shall be authorized to complete the Work, in whatever manner the CITY shall decide. In the event the CITY completes the Work, the CITY may recover any and all costs incurred thereby from the DEVELOPER or the DEVELOPER'S surety or both. No final inspection shall be granted or street improvements shall not be accepted unless all the requirements for safety purposes are installed such as sidewalks, handicap ramps, streetlights, etc. B. The DEVELOPER shall install and complete the Work in a good and workmanlike manner in accordance with the plans as approved by the City Engineer of Cupertino. The Work shall be done in accordance with existing ordinances and resolutions of the CITY and in accordance with all plans, specifications, standards, sizes, lines, and grades IDA-5 File No.: 51,39'1 Page 3 of 10 approved by the City Engineer. The Work shall be done in accordance with all State and County Statutes applicable hereto. The decision ofthe City Engineer shall be final as to whether any material or workmanship meets the standards, specifications, plans, sizes lines and grades as set forth. C. It is further agreed that the Work shall be done in accordance with the most cun-ent Standard Specifications of the Department of Public Works, California Department of Transportation, State of California, and in accordance with the specifications of the Cupertino Sanitary District where applicable. Wherever the words "State" or "California Division of Highways" are mentioned in the State Specifications, it shall be considered as referring to the CITY of Cupertino; also wherever the "Director" or "Director of Public Works" is mentioned, it shall be considered as referring to the City Engineer. In case of conflict between the State Specifications and the specifications ofthe CITY, and/or the Cupeliino Sanitary District, the specifications of the CITY and/or the Cupertino Sanitary District shall take precedence over and be used in lieu of such conflicting portions. 3. QUITCLAIM DEED It is fUliher agreed that the DEVELOPER, when requested by tile CITY, shall quitclaim all his rights and interests in, and shall grant to CITY authorization to extract water from the underground strata lying beneath said project and DEVELOPER agrees to execute a "Quitclaim Deed and Authorization" in favor of CITY, when presented to them for signature. 4. BONDS AND OTHER SECURITY A. Upon the execution of this AGREEMENT, the DEVELOPER shall file with the CITY a faithful performance bond to assure his full and faithful performance of this AGREEMENT. The penal sum of said faithful performance bond shall be the fì.tll cost of any payment to be made under this AGREEMENT, the value of any land agreed to be dedicated, and any improvements are to be made under this AGREEMENT. In the event that improvements are to be made under this AGREEMENT, the DEVELOPER shall, in addition to said faithfì.ll performance, file with the CITY a labor and materials bond in a penal sum adequate to assure full payment of all labor and materials required to construct said improvements. The amount of said bonds shall be as designated by the City Engineer. Said bonds shall be executed by a surety company authorized to transact a surety business in the State of California and must be approved by the City Attorney as to form and by the City Engineer as to sufficiency. In the event that the DEVELOPER shall fail faithfully to perform the covenants and conditions of this AGREEMENT, or to make any payment, or any dedication of land, or any improvements herein required, the CITY shall call on the surety to perform this AGREEMENT or otherwise indemnify the CITY for the DEVELOPER'S failure to so do. ¡DA -(p File No,: 52,39,4 Page 4 of 10 B. In lieu of a faithful performance surety bond and or labor and material bond, the DEVELOPER may elect to secure this AGREEMENT by depositing with the CITY: 1. Cash; or, 2. A cashier's check, or a certified check payable to the order of the City of Cupertino; or, 3. A certificate of deposit, or instrument of credit meeting the requirements of Government Code Section 66499 (b) or (c). C. The amount of said cash, checks, certificate of deposit, or instrument of credit shall be as designated by the City Engineer, and shall be the equivalent to that which would have been required had the DEVELOPER furnished the CITY with a faithful performance surety bond and a labor and materials bond. In the event that the DEVELOPER shall fail faithfully to perform the covenants and conditions of this AGREEMENT, or to make any payment, or any dedication of land, or any improvements herein required, the CITY may apply the proceeds of said security thereto. D. No release of surety bond, cash deposit, check, or certificate of deposit, shall be made except upon approval of the City Council. 1. Schedule for bond and insurance release for all sureties are as follows: A. Release of 90 percent of the faithful performance bond upon acceptance by City Council B. Release of the remaining 10 percent of the performance bond at one year from acceptance after all deficiencies have been corrected and in the absence of any claim against such bond. C. Release ofthe entire labor and material bond at six months from acceptance after all deficiencies have been corrected and in the absence of any claim against such bond. D. Liability insurance, provided by the developer to hold the City harmless in the event of liability arising from the project, to be retired at the end of one year if all deficiencies have been corrected and in the absence of any claim against such insurance. E. No interest shall be paid on any security deposited with the City. 5. CHECKING AND INSPECTION FEE It is further agreed that DEVELOPER shall pay any and all necessary direct expenses for inspection, checking, etc., incurred by CITY in connection with said Project, and that DEVELOPER shall have deposited with CITY, prior to execution of this AGREEMENT, the amount as set forth herein at Page 2 (Part C.). Should construction cost vary materially from the estimate from which said sum is calculated, the City Engineer shall notify DEVELOPER of any additional sum due and owing as a result thereof. IOA~7 File No.: 52,394 Page 5 of 10 6. MAP CHECKING FEE It is further agrced that the DEVELOPER shall deposit with CITY, prior to execution of this AGREEMENT, for office checking of final map and field checking of street monuments, in compliance with Section 4:1 of Ordinance No. 47 (Revised 12/04/61) of CITY, the amount as set fOlih herein at Page 2 (Pmi G). 7. DEVELOPMENT MAINTENANCE DEPOSIT It is further agreed that the developer shall pay to the City, prior to execution of this agreement, the amount set forth at page 2 (Part D) as a development maintenance deposit to insure copies of approved plans are made for the files of the City in accordance with Item 21 of this agreement. The balance of the deposit shall be released in conjunction with the release of the remaining 10% of the original bond. 8. STORM DRAINAGE FEE It is further agreed that the DEVELOPER shall deposit with the CITY, prior to execution of this AGREEMENT, a storm drainage charge in cOlmection with the said Project in accordance with the requirements established in Resolution 4422, March 21, 1977, in the amount as set forth herein at Page 2 (Part E). 9. REIMBUSEMENT FEE - N/A It is further agreed that the DEVELOPER sHall deposit with thc CITY, prior to execution of this ,\GREEMENT, a reimbursement fee for tHe street improvements that have been installed bj' the City, or by anotaer property owner. Devcloper shall pay the City for the cost of the land at the cost to tae City, or another property owncr, and shall pay a street improvcment reimburscment ch"rge for the impro'/ements which the City or aRother property ovmer, iRstalled on the street abutting or incbded in the benefitted property, in an "mount cqual to the total impro'/ement costs for e"ch particular bencfited property as set forth in a reimbursement agreement, in the a.l1lo:mt "s set forth hercin at Page 2 (Partl). P&yments for both land and improvemcnts shall incJade simple interest in the amount of seven porcent per year, to be calcalated in the following IRG11iler: !. Land Cost. Interest to accrue form the date the street improvemcnts are accepted by the City to the date the street improvements reimb::rsement charge is paid, or if tHe land is p::rchasod by thc City for a City projcct, from the d&te of par chase to the date the charge is paid; 2. Improvement Cost. Intcrest to accrac from the date the street improvements are accepted by the City to thc date the street improvement reimkn'sement eharge is paid, or if installed by the City, frem the date installation commenccd to tl:e datc tHe charge is paid. /oA-'g File No.: 51,394 Page 6 of 10 3. Provided, howøycr, that the intcrBst shall be waived if the adjoining property owner dedicates or [o,:s dedicated to thc City land necessary for the street improvements, or where no sach dedication is necessary. 10. STREET LIGHT ONE YE/.R POWER COST N/A It is furthcr agroed that the DEVELOPER shall pay to the CITY prior to c:[Cc~:tion of this /.GREEMENT, the amount as søt fmih herein at Page 2 (Part F), which amo~mt represents thc power cost for street lights for onc ycar. It is further agreed that the DEVELOPER shall apply for the installation of electric po'.'.'er for street lighting at thc earliest date possible. 11. THE INST/\LL/.TION OF STREET TREES N/A It is further agrocd that the DEVELOPER shall, at such time as deemed appropriate by thc City Engineer, plant street treøs in conformm1ee with the standards of the City of Cupertino. Variety of tree shall be selected from the City approved list. 12. PARK FEES It is fmiher agreed that the DEVELOPER shall pay such fees and/or dedicate such land to the CITY, prior to execution, as is required within Section 18.24 Park Land Dedication, Cupeliino Mlmicipal Code, and which is further stipulated under Part H, Page 2 herein. Fees are also in accordance with action adopted by the City Council on March 19, 1991 and Chapter 14.05 or Section 18.24 of the Cupertino Municipal Code. 13. MAINTENANCE OF WORK It is fmiher agreed that the DEVELOPER shall maintain the Work until all deficiencies in the Work are corrected to conform to the Plans and the City Standards and Specifications for the Work. The DEVELOPER shall, upon written notice thereof, immediately repair or replace, without cost or obligation to the City of Cupertino, and to the entire satisfaction of said CITY, all defects and imperfections arising out of or due to faulty workmanship and/or materials appearing in said Work. 14. SANITARY DISTRICT It is further agreed that the DEVELOPER shall file with CITY, upon execution of this AGREEMENT, a letter from the Cupertino Sanitary District stating that the DEVELOPER has submitted plans for review by the District and that sanitary sewers are available to serve all lots within said Project. lOA -q Fi]c No.: 52,394 Page 7 of [0 15. GOVERNMENT CODE It is further agreed that DEVELOPER shall file with CITY, upon execution of this AGREEMENT, substantial evidence that all provisions of Section 66493, Article 8, Chapter 4 of the Government Code, pertaining to special assessments or bonds, have been complied with. 16. PACIFIC GAS AND ELECTRIC/PACIFIC BELL It is further agreed that the DEVELOPER shall pay to Pacific Gas and Electric Company and/or to PACIFIC BELL Company any and all fees required for installation of overhead and/or underground wiring circuits to all electroliers within said property and any and all fees required for undergrounding as provided in Ordinance No. 331 of CITY when are notified by either the City Engineer or the Pacific Gas and Electric Company and/or Pacific Bell Company that said fees are due and payable. 17. EASEMENTS AND RIGHT-OF-WAY It is further agreed that the DEVELOPER at his own cost and expense shall acquire any easement and right-of-way necessary for completion of the Project. It is provided, however, that in the event eminent domain proceedings are required the CITY for the purpose of securing said easement and right-of-way, that the DEVELOPER shall deposit with CITY a sum covering the reasonable market value of the land proposed to be talœn and to be included in said sum shall be a reasonable allowance for severance damages, if any. It is further provided that in addition thereto, such sums as may be required for legal fees and costs, engineering, and other incidental costs in such reasonable amounts as the CITY may require shall be deposited with the City of Cupeliino. 18. HOLD HARMLESS It is further agreed that, commencing with the performance of the Work by the DEVELOPER or his contractor and continuing until the completion ofthe maintenance of the Work, the DEVELOPER shall indemnify, hold harmless and defend the CITY from and against any or all loss, cost, expense, damage or liability, or claim thereof, occasioned by or in any way whatsoever arising out of the performance or nonperformance of the Work or the negligence or willful misconduct of the DEVELOPER or the DEVELOPER'S agents, employees and independent contractors, except to the extent any of the foregoing is caused by the negligence or willful misconduct of the CITY or the CITY's agents, employees and independent contractors. IDA -/0 File No.: 52,394 Page 8 of 10 ] 9. INSURANCE It is further agreed that: The DEVELOPER shall take out, or shall require any contractor engaged to perform the work to take out, and maintain at all times during the performance and maintenance of the work called for or required to be done hereunder, a policy of insurance naming the CITY and members of the City Council of the City of Cupertino individually and collectively, and the officers, agents and employees of the CITY individually and collectively, as insured. Said separate policy shall provide bodily injury and property damage coverage to the foregoing named CITY and individuals covering all the Work performed by, for, or on behalf of said DEVELOPER. Both bodily injury and propeliy damage insurance must be on an occurrence basis; and said policy or policies shall provide that the coverage afforded thereby shall be primary coverage to the full limit of liability stated in the declarations, and if the city, its members of the City Council individually and collectively, and the officers, agents, and employees of the CITY, individually and collectively, have other insurance against the loss covered by said policy or policies, that other insurance shall not be called upon to cover a loss under said additional policy. The insurance carrier shall provide proof of their ratings. All ratings should be Best's Guide Rating of A, Class VIl or better or that is acceptable to the CITY. A. Each of said policies of insurance shall provide coverage in the following minimum amounts: For general liability for bodily injury, personal injury and property damage $1,000,000 each occurrence, with an aggregate limit of not less than $5,000,000. B. The DEVELOPER shall file with the City Engineer at or prior to the time of execution of this AGREEMENT by the DEVELOPER such evidence of said foregoing policy or policies of insurance as shall be satisfactory to said City Engineer. Each such policy or policies shall bear an endorsement precluding the cancellation or reduction in coverage without giving the City Engineer at least ten (l0) days advance notice thereof. The CITY shall be shown as additionally insured on a separate "Additional Insured Owners, Lessees or Contractors" (Form A) or (Form B) Endorsement provided along with the evidence of said foregoing policy of policies of Insurance. C. In the event that the Project covered herein should be mutually situated in or affect the area of jurisdiction ofa separate municipality or political subdivision of the State of California, the policies of insurance required herein and above shall co- name such municipality or political subdivision and the provision set forth herein and above for the protection of the CITY shall equally apply to municipality and political subdivision. D. DEVELOPER to use City supplied forms for proof of insurance and endorsements to policy as specified above. lOA-I! FiJe No.: 52,394 Page 9 of 10 20. MAPS AND/OR IMPROVEMENT PLANS It is further agreed that the CITY shall obtain the following map and/or plans at the DEVELOPER'S expense: A. A mylar blackline and five (5) prints of fully executed parcel map. B. A mylar blackline and twelve (12) prints of fully executed improvement plan. e. A scan in PDF format of all executed improvement plans and map. D. Two (2) y, size prints of fully executed plans and map The DEVELOPER agrees to pay the CITY from the development maintenance deposit the cost for all prints of plans and map required under Item 20. 21. SUCCESSORS This AGREEMENT shall bind the heirs, administrators, executors, successor, assignee and transferees ofthe DEVELOPER. The assignment of this AGREEMENT shall not be made without approval by the City Council of the City of Cupertino. IN WITNESS WHEREOF, CITY has caused its name to be hereunto affixed by its Mayor and City Clerk, thereunto duly authorized by resolution of the City Council and said DEVELOPER has hereunto caused their names to be affixed the day and year first above written. CITY OF CUPERTINO: Approved as to form: Mayor City Attomey City Clerk DEVELOPERS: ffiM" QiG.Li iv/t Aretha ~e Notary Acknowledgment Required Exhibit A Attached I ()f -I ;).. File No.: 52,394 Page 10 of 10 CALIFORNIA ALL-PUPOSE ACKNOWLEDGEMENT State of California County of Santa Clara On A~¡\ \ Tt I LCOS personal! y appeared 0-\ b L\ QIi\c\ Afe-\-Î,'\Ú\ Le.<2. Name(s) of Signer(s) before me, Brian Schermerhorn, Notary Public, and proved to me on the basis of satisfactory evidence to be the person® whose name@ itt/are subscribed to the within instrument and acknowledged to me that . h~/s!;~/thev executed the same in ~r/their authorized capacity@, and that by ~rtsAier/their signature(§) on the instrument the person@, or the entity upon behalf of which the person(0 acted, executed the instrument. WITNESS my hand and official seal. r--~~-------~ @ BRIAN SCHERMERHORN ...... . Commission # 1487302 ~ . -,,; '. Notary Public· California ~ '" 1'.. Santo Clara County . . MyComm. Expires May 2. 2008 ~8~~ Signature of Notary Public Commission Expires May 2, 2008 OPTIONAL Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. Description of Attached Document Title or Type of Document:/ì ..L "9 ree.1i\/Ia-V\: I Document Date:~( l \ 1.1 'loa; Number of Pages \0 Signer(s) Other Than Named Above: -----. IOA-13 DRAFT RESOLUTION NO. 05-067 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AUTHORIZING EXECUTION OF IMPROVEMENT AGREEMENT BETWEEN THE CITY AND DEVELOPERS TRACY HSU AND HEUI-HW ANG HUNG, HUSBAND AND WIFE AS COMMUNITY PROPERTY WITH RIGHT OF SURVIVORSHIP AND KONG-YEU HAN AND SUEJANE HAN, HUSBAND AND WIFE AS COMMUNITY PROPERTY WITH RIGHT OF SURVIVORSHIP, ALL AS TENANTS IN COMMON, 21811 SAN FERNANDO AVENUE, APN 357-15-082 WHEREAS, there has been presented to the City Council a proposed improvement agreement between the City of Cupertino and developers, Tracy Hsu and Huei-Hwang Hung, husband and wife as community property with right of survivorship and Kong-Yeu Han and Suejane Han, husband and wife as community property with right of survivorship, all as Tenants in Common, for the installation of certain municipal improvements at 21811 San Fernando A venue and said agreement having been approved by the City Attorney, and Developers having paid the fees as outlined in the attached Exhibit A; NOW, THEREFORE, BE IT RESOLVED THAT the Mayor and the City Clerk are hereby authorized to sign the aforementioned agreement on behalf of the City of Cupertino. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3rd day of May, 2005, by the following vote: Vote Members of the Citv Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino /0 B-1 Resolution No. 05-067 Page 2 EXHIBIT "A" SCHEDULE OF BOND, FEES, AND DEPOSITS DEVELOPMENT: Tracy Hsu & Huei-Hwang Hung, husband & wife as community property with right of survivorship and Kong- Y eu Han & Suejane Han, husband and wife as community property with right of survivorship, all as Tenants in Common LOCATION: 21811 San Fernando Avenue A. Faithful Performance Bond: $ 16,450.00 SIXTEEN THOUSAND FOUR HUNDRED FIFTY AND 00/100 DOLLARS B. Labor and Material Bond: $ 16,450.00 SIXTEEN THOUSAND FOUR HUNDRED FIFTY AND 00/100 DOLLARS C. Checking and Inspection Fees: $ 2,130.00 TWO THOUSAND ONE HUNDRED THIRTY AND 00/100 DOLLARS D. Development Maintenance Deposit: ONE THOUSAND AND 00/100 DOLLARS $ 1,000.00 E. Storm Drainage Fee: Basin 2 FIVE HUNDRED SIXTY NINE AND 24/100 DOLLARS $ 569.24 F. Street Light - One Year Power Cost: SEVENTY-FIVE AND 00/100 DOLLARS $ 75.00 G. Map Checking Fee: $ 3,250.00 THREE THOUSAND TWO HUNDRED FIFTY AND 00/100 DOLLARS H. Park Fee: ZONE II $ 15,750.00 FIFTEEN THOUSAND SEVEN HUNDRED FIFTY AND 00/100 DOLLARS I. Reimbursement Fee: N/A loB-a AGREEMENT 21811 San Fernando Avenue APN 357-15-082 This AGREEMENT made and entered into this:L day of Jb:.lil, 2005, by and between the CITY OF CUPERTINO, a municipal corporation of the State of California, hereinafter designated as CITY, and Tracv Hsu and Huei-Hwan!! Hun!!, husband and wife as community property with ri!!ht of survivorhip and Kong- Y eu Han and Sueiane Han, husband and wife as community property with right of survivorhip, all as Tenants in Common hereinafter designated as DEVELOPER. WITNESSETH WHEREAS, THE DEVELOPER has made application to the CITY to SECURE A PARCEL MAP AND BUILDING PERMIT to construct a single family dwelling hereinafter referred to as "Project". WHEREAS, CITY hereby approves the improvement plans and specifications prepared for the Project by James C. Chen, Civil & Structural Engineer a true copy of which improvement plans and specifications are on file in the office of the City Engineer of Cupertino; and WHEREAS, the same are incorporated herein by reference, the same as though set out in full; NOW, THEREFORE, said improvement plans and specifications shall be hereinafter called the "Plans", and the work to be done under the Plans shall be called the "Work". ~ - - ~ - - - - - - - - - ~ VERONICA WEI YOUNG _ -.. Commission #1542658 ~ ~ . -. . Notary Public - CaHfornlo ~ ~. Santa Clora County d _ _ _ ~ ~o:m.:... Ex~I'e: J~ 8.:,.2 File No.: 52,409 /ôB-3 Page 1 of 10 WHEREAS, pursuant to the provisions of this AGREEMENT, the CITY hereby established the amounts of Bonds, Fees, and Deposits as set forth in the following schedule: SCHEDULE OF BONDS, FEES, AND DEPOSITS Street Improvement Category: PART A. PART B. PART C. PART D. PART E. PART F. PARTG. PART H. PART I. Faithful Performance Bond: 11 0-2211 $16,450.00 Labor and Materia] Bond: 110-2211 $16,450.00 Checking and Inspection Fee: 11 0-4538 $ 2,130.00 Development Maintenance Deposit: 110-2211 $ 1,000.00 Storm Drainage Fee: Basin 2 Account #: 215-4072 $ 569.24 Street Light - One Year Power Cost: 11 0-4537 $ 75.00 Map Checking Fee: $ 3,250.00 Park Fee: ZONE II Account #: 280-4082 $15,750.00 Reimbursement Fee N/A ID8-4 NOW, THEREFORE, IT IS HEREBY MUTUALLY AGREED by and between the parties hereto as follows, TO WIT: 1. DEDICATION A. The DEVELOPER offers to dedicate the real property shown on Exhibit "A", which is attached hereto and made a part hereof by reference. Said dedicated property shall be free and clear of all liens or encumbrances except those which the CITY shall waive in writing. The DEVELOPER agrees not to revoke said offer of dedication, and to keep said offer open until the CITY accepts offer by resolution. B. Upon execution of this AGREEMENT the DEVELOPER agrees to deliver a properly executed grant deed to the CITY of the real property described in Exhibit "A", and such other executed conveyances, or instruments necessary to convey clear title as herein required. The DEVELOPER shall provide, at the DEVELOPER'S sole cost and expense, to the City: (I) A preliminary title report issued by a title insurance company relating to the property offered for dedication. (2) A standard policy of title insurance issued by a title insurance company and insuring the CITY in the sum of: N/A, and which shall show said property free and clear of all liens or encumbrances except those as the CITY shall expressly waive in writing; said policy shall be furnished at the time of acceptance of dedication and recordation of deed. C. Upon the condition precedent that the DEVELOPER shall perform each and every covenant and condition of this AGREEMENT, the CITY agrees to accept said real property offered for dedication. 2. INSTALLATION OF WORK It is further agreed that: A. The DEVELOPER shall install and complete the Work within one (1) year from the date of execution of this AGREEMENT, or such longer period as may be specifically authorized in writing by the City Engineer. In the event the DEVELOPER fails or refuses to complete the Work within the specified period oftime, the CITY, at its sole option, shall be authorized to complete the Work, in whatever manner the CITY shall decide. In the event the CITY completes the Work, the CITY may recover any and all costs incurred thereby from the DEVELOPER or the DEVELOPER'S surety or both. No final inspection shall be granted or street improvements shall not be accepted unless all the requirements for safety purposes are installed such as sidewalks, handicap ramps, street lights, etc. B. The DEVELOPER shall install and complete the Work in a good and workmanlike marmer in accordance with the plans as approved by the City Engineer of Cupertino. The Work shall be done in accordance with existing ordinances and resolutions of the CITY and in accordance with all plans, specifications, standards, sizes, lines, and grades File No.: 52,409 /6ß-5 Page 3 of 10 approved by the City Engineer. The Work shall be done in accordance with all State and County Statutes applicable hereto. The decision of the City Engineer shall be final as to whether any material or workmanship meets the standards, specifications, plans, sizes lines and grades as set forth. C. It is further agreed that the Work shall be done in accordance with the most current Standard Specifications of the Department of Public Works, California Department of Transportation, State of California, and in accordance with the specifications of the Cupertino Sanitary District where applicable. Wherever the words "State" or "California Division of Highways" are mentioned in the State Specifications, it shall be considered as referring to the CITY of Cupertino; also wherever the "Director" or "Director of Public Works" is mentioned, it shall be considered as referring to tl1e City Engineer. In case of conflict between the State Specifications and the specifications of the CITY, and/or the Cupertino Sanitary District, the specifications of the CITY and/or the Cupertino Sanitary District shall take precedence over and be used in lieu of such conflicting portions. 3. QUITCLAIM DEED It is further agreed that the DEVELOPER, when requested by the CITY, shall quitclaim all his rights and interests in, and shall grant to CITY authorization to extract water from the underground strata lying beneath said project and DEVELOPER agrees to execute a "Quitclaim Deed and Authorization" in favor of CITY, when presented to them for signature. 4. BONDS AND OTHER SECURITY A. Upon the execution of this AGREEMENT, the DEVELOPER shall file with the CITY a faithful performance bond to assure his full and faithful performance of this AGREEMENT. The penal sum of said faithful performance bond shall be the full cost of any payment to be made under this AGREEMENT, the value of any land agreed to be dedicated, and any improvements are to be made under this AGREEMENT. In the event that improvements are to be made under this AGREEMENT, the DEVELOPER shall, in addition to said faithful performance, file with the CITY a labor and materials bond in a penal sum adequate to assure full payment of all labor and materials required to construct said improvements. The amount of said bonds shall be as designated by the City Engineer. Said bonds shall be executed by a surety company authorized to transact a surety business in the State of California and must be approved by the City Attorney as to form and by the City Engineer as to sufficiency. In the event that the DEVELOPER shall fail faithfully to perform the covenants and conditions of this AGREEMENT, or to make any payment, or any dedication of land, or any improvements herein required, the CITY shall call on the surety to perform this AGREEMENT or otherwise indemnify the CITY for the DEVELOPER'S failure to so do. File No.: 52,409 Page 4 of 10 /DB-I£¡ B. In lieu of a faithful performance surety bond and or labor and material bond, the DEVELOPER may elect to secure this AGREEMENT by depositing with the CITY: 1. Cash; or, 2. A cashier's check, or a certified check payable to the order of the City of Cupertino; or, 3. A certificate of deposit, or instrument of credit meeting the requirements of Government Code Section 66499 (b) or (c). C. The amount of said cash, checks, certificate of deposit, or instrument of credit shall be as designated by the City Engineer, and shall be the equivalent to that which would have been required had the DEVELOPER furnished the CITY with a faithful performance surety bond and a labor and materials bond. In the event that the DEVELOPER shall fail. faithfully to perform the covenants and conditions of this AGREEMENT, or to make any payment, or any dedication of land, or any improvements herein required, the CITY may apply the proceeds of said security thereto. D. No release of surety bond, cash deposit, check, or certificate of deposit, shall be made except upon approval of the City Council. I. Schedule for bond and insurance release for all sureties are as follows: A. Release of 90 percent of the faithful performance bond upon acceptance by City Council B. Release of the remaining 10 percent of the performance bond at one year from acceptance after all deficiencies have been corrected and in the absence of any claim against such bond. C. Release of the entire labor and material bond at six months from acceptance after all deficiencies have been corrected and in the absence of any claim against such bond. D. Liability insurance, provided by the developer to hold the City harmless in the event of liability arising from the project, to be retired at the end of one year if all deficiencies have been corrected and in the absence of any claim against such insurance. E. No interest shall be paid on any security deposited with the City. 5. CHECKING AND INSPECTION FEE It is further agreed that DEVELOPER shall pay any and all necessary direct expenses for inspection, checking, etc., incurred by CITY in connection with said Project, and that DEVELOPER shall have deposited with CITY, prior to execution of this AGREEMENT, the amount as set forth herein at Page 2 (Part C.). Should construction cost vary materially from the estimate from which said sum is calculated, the City Engineer shall notify DEVELOPER of any additional sum due and owing as a result thereof. File No.: 52,409 Page 5 of 10 /DB-7 6 MAP CHECKING FEE It is further agreed that the DEVELOPER shall deposit with CITY, prior to execution of this AGREEMENT, for office checking of final map and field checking of street monuments, in compliance with Section 4:1 of Ordinance No. 47 (Revised 12/04/61) of CITY, the amount as set forth herein at Page 2 (Part G). 7. DEVELOPMENT MAINTENANCE DEPOSIT It is further agreed that the developer shall pay to the City, prior to execution of this agreement, the amount set forth at page 2 (Part D) as a development maintenance deposit to insure copies of approved plans are made for the files of the City in accordance with Item 20 of this agreement. The balance of the deposit shall be released in conjunction with the release of the remaining 10% of the original bond. 8. STORM DRAINAGE FEE It is further agreed that the DEVELOPER shall deposit with the CITY, prior to execution of this AGREEMENT, a storm drainage charge in connection with the said Project in accordance with the requirements established in Resolution 4422, March 21,1977, in the amount as set forth herein at Page 2 (Part E). 9. REIMBURSEMENT FEE - NOT APPLICABLE It is further agreed that the DEVELOPER shaH deposit with the CITY, prior to execution of this AGREEMENT, a reimbursement fee for the street improvements that have been installed by the City, or by another property owner. Developer shall pay the City for the cost of the land at the cost to the City, or another property owner, and shaH pay a street improvement reimbursement charge for the improvements which the City or another property owner, instaHed on the street abutting or included in the benefitted property, in an amount equal to the total improvement costs for each particular benefited property as set forth in a reimbursement agreement, in the amount as set forth herein at Page 2 (Partl).. Payments for both land and improvements shaH include simple interest in the amount of seven percent per year, to be calculated in the following manner: I. Land Cost. Interest to accrue form the date the street improvements are accepted by the City to the date the street improvements reimbursement charge is paid, or if the land is purchased by the City for a City project, from the date of purchase to the date the charge is paid; 2. Improvement Cost. Interest to accrue from the date the street improvements are accepted by the City to the date the street improvement reimbursement charge is paid, or if installed by the City, from the date installation commenced to the date the charge is paid. File No.: 52,409 Page 6 of 10 IDß~g 3. Provided, however, that the interest shall be waived if the adjoining property owner dedicates or has dedicated to the City land necessary for the street improvements, or where no such dedication is necessary. 10. STREET LIGHT - ONE YEAR POWER COST It is further agreed that the DEVELOPER shall pay to the CITY prior to execution of this AGREEMENT, the amount as set forth herein at Page 2 (Part F), which amount represents the power cost for street lights for one year. It is further agreed that the DEVELOPER shall apply for the installation of electric power for street lighting at the earliest date possible. II. THE INSTALLATION OF STREET TREES - It is further agreed that the DEVELOPER shall, at such time as deemed appropriate by the City Engineer, plant street trees in conformance with the standards of the City of Cupertino. Variety of tree shall be selected from the City approved list. 12. PARK FEES It is further agreed that the DEVELOPER shall pay such fees and/or dedicate such land to the CITY, prior to execution, as is required within Section 18.24 Park Land Dedication, Cupertino Municipal Code, and which is further stipulated under Part H, Page 2 herein. Fees are also in accordance with action adopted by the City Council on March 19, 1991 and Chapter 14.05 or Section 18.24 of the Cupertino Municipal Code. 13. MAINTENANCE OF WORK It is further agreed that the DEVELOPER shall maintain the Work until all deficiencies in the Work are corrected to conform to the Plans and the City Standards and Specifications for the Work. The DEVELOPER shall, upon written notice thereof, immediately repair or replace, without cost or obligation to the City of Cupertino, and to the entire satisfaction of said CITY, all defects and imperfections arising out of or due to faulty workmanship and/or materials appearing in said Work. 14. SANITARYDISTRlCT It is further agreed that the DEVELOPER shall file with CITY, upon execution of this AGREEMENT, a letter from the Cupertino Sanitary District stating that the DEVELOPER has submitted plans for review by the District and that sanitary sewers are available to serve all lots within said Project. File No.: 52,409 Page 7 of 10 / 0 13 -'f 15. GOVERNMENT CODE It is further agreed that DEVELOPER shall file with CITY, upon execution of this AGREEMENT, substantial evidence that all provisions of Section 66493, Article 8, Chapter 4 of the Government Code, pertaining to special assessments or bonds, have been complied with. 16. PACIFIC GAS AND ELECTRIC/PACIFIC BELL It is further agreed that the DEVELOPER shall pay to Pacific Gas and Electric Company and/or to PACIFIC BELL Company any and all fees required for installation of overhead and/or underground wiring circuits to all electroliers within said property and any and all fees required for undergrounding as provided in Ordinance No. 331 of CITY when are notified by either the City Engineer or the Pacific Gas and Electric Company and/or Pacific Bell Company that said fees are due and payable. 17. EASEMENTS AND RIGHT-OF-WAY It is further agreed that any easement and right-of-way necessary for completion of the Project shall be acquired by the DEVELOPER at his own cost and expense. It is provided, however, that in the event eminent domain proceedings are required the CITY for the purpose of securing said easement and right-of-way, that the DEVELOPER shall deposit with CITY a sum covering the reasonable market value of the land proposed to be taken and to be included in said sum shall be a reasonable allowance for severance damages, if any. It is further provided that in addition thereto, such sums as may be required for legal fees and costs, engineering, and other incidental costs in such reasonable amounts as the CITY may require shall be deposited with the City of Cupertino. 18. HOLD HARMLESS It is further agreed that, commencing with the performance of the Work by the DEVELOPER or his contractor and continuing until the completion of the maintenance of the Work, the DEVELOPER shall indemnifY, hold harmless and defend the CITY from and against any or all loss, cost, expense, damage or liability, or claim thereof, occasioned by or in any way whatsoever arising out of the performance or nonperformance of the Work or the negligence or willful misconduct of the DEVELOPER or the DEVELOPER'S agents, employees and independent contractors, except to the extent any of the foregoing is caused by the negligence or willful misconduct of the CITY or the CITY's agents, employees and independent contractors. File No.: 51,409 jDB-IÒ Page 8 of 10 19. INSURANCE It is further agreed that: The DEVELOPER shall take out, or shall require any contractor engaged to perform the work to take out, and maintain at all times during the performance and maintenance of the work called for or required to be done hereunder, a policy of insurance naming the CITY and members of the City Council ofthe City of Cupertino individually and collectively, and the officers, agents and employees of the CITY individually and collectively, as insured. Said separate policy shall provide bodily injury and property damage coverage to the foregoing named CITY and individuals covering all the Work performed by, for, or on behalf of said DEVELOPER. Both bodily injury and property damage insurance must be on an occurrence basis; and said policy or policies shall provide that the coverage afforded thereby shall be primary coverage to the full limit of liability stated in the declarations, and if the city, its members of the City Council individually and collectively, and the officers, agents, and employees of the CITY, individually and collectively, have other insurance against the loss covered by said policy or policies, that other insurance shall not be called upon to cover a loss under said additional policy. The insurance carrier shall provide proof of their ratings. All ratings should be Best's Guide Rating of A, Class VII or better or that is acceptable to the CITY. A. Page 9 of 10 Each of said policies of insurance shall provide coverage in the following minimum amounts: For general liability for bodily injury, personal injury and property damage $1,000,000 each occurrence, with an aggregate limit of not less than $2,000,000. B. The DEVELOPER shall file with the City Engineer at or prior to the time of execution of this AGREEMENT by the DEVELOPER such evidence of said foregoing policy or policies of insurance as shall be satisfactory to said City Engineer. Each such policy or policies shall bear an endorsement precluding the cancellation or reduction in coverage without giving the City Engineer at least ten (10) days advance notice thereof. The CITY shall be shown as additionally insured on a separate "Additional Insured Owners, Lessees or Contractors" (Form A) or (Form B) Endorsement provided along with the evidence of said foregoing policy of policies of Insurance. C. In the event that the Project covered herein should be mutually situated in or affect the area of jurisdiction of a separate municipality or political subdivision of the State of California, the policies of insurance required herein and above shall co- name such municipality or political subdivision and the provision set forth herein and above for the protection of the CITY shall equally apply to municipality and political subdivision. D. DEVELOPER to use City supplied forms for proof of insurance and endorsements to policy as specified above. File No.: 52,409 10 B-// 20. MAPS AND/OR IMPROVEMENT PLANS It is further agreed that the CITY shall obtain the following map and/or plans at the' DEVELOPER'S expense: A. A mylar blackline and five (5) prints of fully executed parcel map. B. A mylar blackline and twelve (12) prints of fully executed improvement plans. C. A scan in PDF format of all executed improvement plans and map. D. One (I) 1:: size prints of fully executed plans and map The DEVELOPER agrees to pay the CITY from the development maintenance deposit the cost for all prints of plans and map required under Item 20. If costs exceed the amount deposited, the Developer is required to pay the actual overage prior to return of the originals. 21. SUCCESSORS This AGREEMENT shall bind the heirs, administrators, executors, successor, assignee and transferees of the DEVELOPER. The assignment of this AGREEMENT shall not be made without approval by the City Council of the City of Cupertino. IN WITNESS WHEREOF, CITY has caused its name to be hereunto affixed by its Mayor and City Clerk, thereunto duly authorized by resolution of the City Council and said DEVELOPER has hereunto caused their names to be affixed the day and year first above written. CITY OF CUPERTINO: Approved as to form: Mayor City Attorney City Clerk DEVELOPERS: ~//~~ Tra¿y Hsu ~ÞA~ Kong/Yeu Ha ,ç Huei-Hwang Hung ~ J:::" ) I S uej ane Híj - Notary Acknowledgment Required Exhibit A Attached Page 10 of J 0 nle No.: 52,409 /DB-I d- CALIFORNIA ALL·PURPOSE ACKNOWLEDGMENT ~RX7ÆÞ.G:(:.Y~~..0>t'~Æi¢~ÆÞ~~Æ:<lÆ('.Æ<'~R:<'ÆW~,C:('Æ<'R<'R:<YR:('YÆ::¢¿¢,iXY~.b<'Æ;¢..c<>~ÆÞR": ¡)6-R ù N/ ell t-J E-I Y () Of-.! A!6¡ ¡.j,J'tr'- Y'1 X.6ll..- Name and Title 01 Officer (e,g_. "Jane 'Doe, Notary Public") , J fy¡}.tj r/:hi <!.ftd Hup¡'-HI\I",,'J Hi-':) Name{s) of Slgner(s) S'W ÆlJ '" tt1 +fa v1 State of California County of -5 ¿t..¡1 fA (i AÝt~ _ At vi/ 1. ..lODi- Date On before me. personally appeared t y, +!P\ J () 113 - 7e u C~(/f t, fi J - - - - -VE~vir~ - J _ @ ComrnIuIon # 1542658 ¡ .. NoIary PubIc - CalIfornIa f j Santa CIaIa County - _ _ _ ~:":,,,~~~a.:~ Place Notary Seal Above } SS [J personally known to me ~ved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies). and that by his/her/their signature(s) on the instrument the person(s). or the entity upon behalf of which the person(s) acted. executed the instrument. WITNESS my hand and official seal. OPT/ONAL Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. Description of Attached Document Title or Type of Document: Document Date: Number of Pages: Signer(s) Other Than Named Above: Capacity(ies) Claimed by Signer(s) Signer's Name: o Individual o Corporate Officer - Title(s): o Partner - 0 Limited 0 General o Attorney in Fact o Trustee o Guardian or Conservator o Other: . Top of thumb here -''''''oresenting: Signer's Name: o Individual o Corporate Officer - Title(s): o Partner - 0 Limited 0 General o Attorney in Fact o Trustee o Guardian or Conservator o Other: . Top of thumb here Signer Is Representing: '<O~~~%'§Ç"º",~~,º,,,~~~~"Q(,.~~~ "'0. Box 2402· Chatsworth, CA 91313-2402 Item No. 5907 Reorder: Call Toll-Free 1-800-876-6827 /08-/3 DRAFT RESOLUTION NO. 05-068 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO ACCEPTING GRANT OF EASEMENT FOR ROADWAY PURPOSES FROM TRACY HSU AND HUEI-HW ANG HUNG, HUSBAND AND WIFE AS COMMUNITY PROPERTY, WITH THE RIGHT OF SURVIVORSHIP, AND KONG-YEU HAN AND SUEJANE HAN, HUSBAND AND WIFE, AS COMMUNITY PROPERTY, WITH THE RIGHT OF SURVIVORSHIP, ALL AS TENANTS IN COMMON, 21811 SAN FERNANDO AVENUE, APN 357-15-082 WHEREAS, Tracy Hsu And Huei-Hwang Hung, husband and wife as community property, with the right of survivorship, and Kong- Y eu Han and Suejane Han, husband and wife, as community property, with the right of survivorship, all as tenants in common, has executed a Grant of Easement for Roadway Purposes which is in good and sufficient form, granting to the City of Cupertino, County of Santa Clara, State of California, easement over certain real property for roadway purposes, situate in the City of Cupertino, more particularly described in Exhibit "A" and Exhibit "B", attached hereto and made a part hereof, which is as follows: All that certain real property situate in the City of Cupertino, County of Santa Clara, State of California, located at 21811 San Fernando Avenue. NOW, THEREFORE, BE IT RESOLVED that the City of Cupertino accept said grant so tendered; and IT IS FURTHER RESOLVED that the City Clerk is hereby authorized to record said grant and this resolution. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3,d day of May, 2005, by the following vote: Vote Members of the Citv Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino 11-1 "EXHIBIT A" PROPOSED STREET DEDICATION All that certain real property situates in the City of Cupertino, County of Santa Clara, State of California, more particularly described as follows: Portion of Lot 112, as shown upon that certain Map entitled, " MAP OF SUBDIVISION "A" MONT A VISTA", which Map was filed for record in thc office of the Recorder of the County of Santa Clara, State of California, on April 11th, 1917 in Book "P" of Maps, at Page 20 and also shown on that RECORD OF SURVEY filed in the County of Santa Clara, State of California, on October I, 1981 in Book 490 of Maps at page 43, and more particularly described as follows: Beginning at the point of the southwesterly corner of the property, also the center line of San Fernando Avenue, thence running along the westerly property line N 00° 00' 12" W 25.00 feet; Thence running N 89° 47' II" E 100.22 feet to a point being along the easterly property line; Thence along the easterly property line running S 00° 00' 06" E 25.00 feet to the southeasterly corner ofthe property; Thence running S 89° 47' 11" W 100.22 feet, also the center line of San Fernando Avenue, to the Point of Beginning. Containing: 2,505.50 square feet, more or less 0.06 acres, more or less A.P.N.: 357 -15 -082 3¡/~0£'/" 11-3 L.E6END .-- ŒJJrr'C LlfJE OF SIREE T --~ FROf'E RTY LlI--JE N S0°47'II"E ~r¡w'W "l;., '7 . "t cr\ " u) l«i "'-', '" 't ,- _1'1' . (II 01 . rI> ríì <T ~ <1" ~ uJ ;;- WI 11'2 ':D ~ la àL AH1 357-15-082 'g <::;" . , e 8 2. ,..{ì N I I I; 'STITE~ - , " ¡ DEDltATIOfJ ,cf' N_B5'47II E_IW.27 ~ ,>01.{0 ;'&.FT. t=" /' 1_,' ,J"',- / .-, ooIAc!<E:.S - -u-. ".ó eqof7/II" w~?7 1/ '-^ a \\I 1///Ìf1N "" - \, ///loo·'}..:L/ / I _-"-- ~LE; II!=wl S,!°4-7'U'W !OO:ZZI 't: p'o, e:>. >4Ji.Pfc".NAi{j)O AVE '::t- -.!. - ~ LDM ITA ÁVE. uJ .:q I~.i ~ g4 AU1ADf.!J AVE I~ N J r- .J ~ ~ ~ITE:- Oll'E"I. :~ iLt Gé '<J "-> . ::z t;AfjFERI'{tlJIDD ~ tL "'" AVr=· a ,¿, - ,ÁLC'&' zA Ä.' }e vI..... I VICINiTY MAP NOT m <SCALE. - EXHIBIT ß yÇ/J/ fF.oPOSW 5r1ŒË:-i DEDI LÁì'10f.J lO -mE: CIT'( OF WfER.T1NO QD.TE.' JANUARY OS Sú'>.I.E: ¡Ii =: 601 BY: --JC r<¡õV: 3j370/0S ES C. éHEfJ1 c.6.. S.E. (;'0. Box 20302.:iL>.N JD5E, V[,?160 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT 'K".<'X"~~M".<X'~~~.d".c¢..ø¢~~.c<:>.c<'~..í:'X',G(Y..G<'.ë¢.ë<'.w-~.c<''c(>.('X'".d''~A"%'.ë<';ë:¢.c<'Æ¢Æ5(:'-fl'..c<'~ State of California } ss County of 5(.,_ \A. tc~ C \ "-V "'- On YV\<\.\( k. l J i 2.iJr:5' before me. personally appeared ~ - 1< LA ¡/Ir: ¿:;., v\d J \1,::120;" Ie A (.J'" I Yo l uJÇ¡, ,,/ci..,"', Name and Title of Officer (e,g., "Jane Doe, Notary Public") J +fc', ''\, S l'li' Ic' t . 1-i1."l -4"'y, Name{s) 01 Slgner(s) T~/r'1. C \.¡' 5' VI .p \..'.."'\6' i/j t-(. 'S' \-\ / C personally known to me ¡:L,L,/, "-- Date +-\ (/\ (\ [,\ h :,,,, 1\5 +t .. I. ~.;;.;.;. -, $ CommtssJon # ¡ 542658 ~ NoIaIy PubIc . CoIIIamIa f j SonIa Clara County - _ _ _ ~~.:.~~a.:2~ Q-J5roved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is!¡]} subscribed to the within instrument and acknowleèiQed to me that he/she/tt1]t¥ executed the same in his/her/t~ authorized capacity(ies). and that by his/her/ 1 signature(s) on the instrument the person(s), ort e entity upon behalf of which the person(s) acted, executed the instrument. WITNESS my hand and official seal. Place Notary Seal Above ~ OPTIONAL Though the information below is not required by Jaw, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. Description of Attached Document Title or Type of Document: Document Date: Number of Pages: Signer(s) Other Than Named Above: Capacity(ies) Claimed by Signer(s) Signer's Name: o Individual o Corporate Officer - Title(s): o Partner - 0 Limited 0 General o Attorney in Fact o Trustee o Guardian or Conservator o Other: Top of thumb here Signer's Name: o Individual o Corporate Officer - Title(s): i] Partner - 0 Limited 0 General o Attorney in Fact o Trustee o Guardian or Conservator o Other: Top of thumb here Signer Is Representing: Signer Is Representing: ~'@:¡.~~~~~~~~~~~~~~~,,§<>~"'QV~~~~"§<:..~~~~~~~'§Ñ~ ©2004 National Notary Association' 9350 De Solo Ave., P.O. Box 2402· Ch¡¡1sworth, CA 91313-2402 Item No. 5907 Reorder: Call Toll-Free 1-800-876-6827 11- '5 DRAFT RESOLUTION NO. 05-069 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO APPROVING THE PARCEL MAP OF PROPERTY LOCATED AT 10440 SOUTH BLANEY AVENUE, APN 369-11-057; DEVELOPERS, SUYI SHAO, JIAN CAI AND MEI LING AND AUTHORIZING THE CITY ENGINEER TO SIGN THE PARCEL MAP WHEREAS, there has been presented to the City Council for approval and for authorization to record the parcel map of property located at 10440 South Blaney A veune, APN 369-11-057 by Suyi Shao, Jian Cai and Mei Ling; and NOW, THEREFORE, BE IT RESOLVED THAT the parcel map herein referred to is hereby approved and the City Engineer is hereby authorized to sign said parcel map and have it recorded. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3rd day of May 2005, by the following vote: Vote Members of the City Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino /3A-1 DRAFT RESOLUTION NO. 05-070 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO APPROVING THE PARCEL MAP OF PROPERTY LOCATED AT 22291 CUPERTINO ROAD, APN 326-16-017; DEVELOPER, CUPERTINO ESTATE LLC AND AUTHORIZING THE CITY ENGINEER TO SIGN THE PARCEL MAP WHEREAS, there has been presented to the City Council for approval and for authorization to record the parcel map of property located at 22291 Cupertino Road, APN 326- 16-017 by Cupertino Estate LLC; and NOW, THEREFORE, BE IT RESOLVED THAT the parcel map herein referred to is hereby approved and the City Engineer is hereby authorized to sign said parcel map and have it recorded. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3rd day of May 2005, by the following vote: Vote Members of the City Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino / 313 ~I 10300 Torre Avenue Cupertino, CA 95014 (408) 777-3308 FAX (408) 777-3333 CITY OF CUPEIQ1NO Community Development Department SUMMARY AGENDA NO.K AGENDA DATE May 3, 2005 SUMMARY: APPEAL of Design Review Committee Denial of file no. EXC-2005-01, a request to allow motorized controls on an existing manual vehicular driveway gate at 10655 Santa Lucia Road. RECOMMENDATION: The City Council can take any of the following actions: 1) Uphold the applicant's appeal of EXC-2005-01 to allow the motorized controls on the manual gate, as recommended by the Planning Commission; 2) Deny the appeal and prohibit motorized controls on the gate; 3) Continue the item or refer it back to the Planning Commission for more study. BACKGROUND: On March 22, 2005, the Planning Commission recommended upholding the appeal of a DRC denial of a fence exception request to motorize the gate controls of an existing, approved manual vehicle gate. The Commission's vote was 3-1-1 (Giefer no, Chen absent). The fence ordinance allows exceptions if the application meets one of the following conditions: 1) The project is a rnixed use development, where the parking for different uses needs to be separated to assure availability of parking for each use; 2) The project includes a below-grade parking structure, where the gates are required to secure the below-grade parking; 3) The electronic gates are required to obtain federal or state funding; 4) The development is secluded; 5) The electronic gates are needed for demonstrated security reasons-- meaning there have been past sheriff's reports of vandalism, trespassing or burglary; 6) The electronic gates were in existence prior to September 20,1999. I if-I Printed on Recycled Paper EXC-2005-01 May 3, 2005 Page 2 The Design Review Committee was unable to meet any of the above findings for a fence exception. DISCUSSION: Planning Commission The Planning Commissioners supported the appeal for the following reasons: ~ The development is secluded, in that the area had a rural appearance and the house was not completely visible from the public street. ~ If the purpose of the ordinance language is to discourage the appearance of an un-neighborly, gated community, then it would make sense to ban all driveway gates, not just those with motorized controls, since they all look the same. (As a result of this discussion, the Commission added review of the fence ordinance, including review of the electronic security gates, to its 2005-06 Work Prograrn.) ~ There were no demonstrated security problems on the site, and some Commissioners felt that was too onerous a standard; that is, one had to be victimized before applying for a motorized gate. However, one Commissioner pointed out that the crimes occurred in 2000 and 2001, so security was probably not the compelling reason to request a motorized gate in 2004. ~ Safety, as well as security, should be considered in granting a fence exception. Applicant The applicant reviewed the reasons for granting the exceptions: ~ There is a safety issue of parking a car and manually opening the gate 3-5 times per day on a driveway with an 8% grade. ~ The applicant is interested in a larger fenced yard for the children. ~ There were security issues with neighboring properties. Staff: Points made by staff included: ~ The safety issue could be addressed by installing the gate closer to the house. ~ Safety is not one of the listed six findings that needed to be made to approve the fence exception. ~ General Plan policy 2-33 discourages vehicular electronic security gates. ~ The security justification has traditionally been invoked by decision rnakers when the subject property is involved in the crime. ~ The gate doesn't meet the criteria established in the ordinance for granting a fence exception. ~ The reasons for approving the exception set a precedent that could be invoked to virtually any property in the City, thereby undermining the intent of the fence ordinance the existing General Plan policy. /if ~;). EXC-2005-01 May 3. 2005 Page 3 RECOMMEND A TION: For the reasons stated above, the Planning Commission recommends approval of the fence exception. Enclosures: Exhibit A: Planning Commission Staff Report dated March 22, 2005 Draft Minutes of the 3/22/05 Planning Commission meeting Prepared by: Colin Jung, Senior Planner SUBMITTED BY: APPROVED BY: At [ +'- ¿?Z60aF ¿P,-,-' / ùJ Steve Piasecki Director of Community Development '-(.2...Â ~U U uv./... ¡ . David W. Knapp 1.j , ~ City Manager g:planningl pdreportl eel eeEXC-2005-OlappeaI2 J4-3 E'x~\\; ì+-:A CITY OF CUPERTINO 10300 Torre Avenue, Cupertino, California 95014 DEPARTMENT OF COMMUNITY DEVELOPMENT REPORT FORM Application: Applicant: Property Owner: Property Location: EXC-2005-01 Sanjay Swamy Sanjay Swamy 10655 Santa Lucia Road Agenda Date: March 22, 2005 . Application Summary: APPEAL OF FENCE EXCEPTION Denial, file no. EXC-2005-01, which requested permission to install electronic motor controls on an existing, approved manual driveway gate. Recommendation: The Planning Commission has the option of making either recommendation to the City Council: 1. Deny the appeal and uphold the Design Review Committee's decision, or 2. Uphold the appeal and deny or modify the Design Review Committee's decision Background: On February 2, 2005, the D~sign Review Committee (DRC) denied a fence exception request to motorize a driveway gate that was built with permits at 10655 Santa Lucia Road (Exhibits A-I, B-1 & C-l) because it was unable to make anyone of the required findings below to grant the fence exception. The development needs to meet only one of the following conditions: 1) The project is a mixed use development, where the parking for different uses needs to be separated to assure availability of parking for each use; 2) The project includes a below-grade parking structure, where the gates are required to secure the below-grade parking; 3) The electronic gates are required to obtain federal or state funding; 4) The development is secluded; 5) The electronic gates are needed for demonstrated security reasons-- meaning there have been past sheriff's reports of vandalism, trespassing or burglary; or 6) The electronic gates were in existence prior to September 20, 1999. The property owner and his representative subsequently filed an appeal (Exhibit 0-1), giving the following reasons for appealing the DRC decision: 1. The DRC improperly focused on the aspect of access to the property in case of emergency when it was pointed out by the City official that the access to the It.{ -1 EXC-2005-0 1 Page 2 property is a standardized code available to all emergency providers, such as, fire/ medical/ police. 2. The DRC ignored the safety issue of a vehicle parked on a 8% slope. 3. Submitted reports of burglary in the immediate 10600 block were also ignored. 4. Legal liability to the city was ignored in the event that an accident occurred. 5. State vehicle code requires vehicles to curb its wheels when parked on a sloped street. Discussion: The fence ordinance was amended by the City Council in 1999 to discourage the proliferation of vehicular electronic security gates for all types of property in the City. This was done to avoid being perceived as an un-neighborly, isolated gated community. While vehicular security gates were not prohibited in the City, the City Council greatly discouraged the gates by limiting a property owner's ability to add motorized gate controllers that give the property owner or resident the convenience of remotely opening the gate, versus getting in and out of the car to manually operate the gate. Conditions #1, 2, 3 and 6 are not relevant to this project. The appellants' arguments will be examined in the context of general plan policy and conditions #4 and #5. Staff responses are in italics. 1. "The Comrnittee irnproperly focused on the aspect of access to the property in case of emergency when it was pointed out by the City official that the access to the property is a standardized code available to all emergency providers such as fire/medical/police." Response: General Plan Policy #6-17: Private Residential Entry Gates - states "Discourage the use of private residential entry gates which act as a barrier to emergency seroice personnel." Motorized gates can be equipped with pass codes to allow the passage of emergency personnel. This was pointed out at the DRC meeting. However, in the event of an emergency that disrupted power, it is doubtful emergency personnel would have timely access. 2. "The Committee ignored the safety issue of a vehicle parked on a 8% I " s ope. Response: Any perceived safety issue with parking on the driveway was created when the gate was erected across the driveway. To alleviate safety concerns, the driver could park at the flatter portions of the driveway-- at the toe of the sloped driveway before opening the gate, and park at the top of the driveway before closing the gate. It may be considered more inconvenient, but convenience is not one of the listed conditions for approving a vehicular electronic security gate and is considered a strong deterrent in erecting a vehicular gate in the first place. 14-5 EXC-2005-01 Page 3 3. "Submitted reports of burglary in the immediate 10600 block was also ignored." Response: Two crime incidences on Santa Lucia Road residents were reported by the applicant to DRCt. A residential burglary in November 2000, and an identity/credit card theft in June 2001 (Exhibit E-1). Whether the latter incident involved a burglary of a residence is not clear. Due to privacy concerns, the County Sheriffs' Office would not release further details. Neither incident involved the property in question. Condition #5- the security reason justification has tradi tionally been invoked by decisionmakers only when the subject property is involved in the crime. 4. "Legal liability to the city was ignored in the event that an accident occurred and the applicant pointed this out during the meeting." Response: See response to argument #2 above. 5. "... in California it is a vehicle code infraction to park on a sloped street without curbing the wheels." Response: The California Vehicle Code does require a motorist to curb the wheel of his car on a sloped public street when a curb is present. The State Vehicle Code does not apply to private driveways. Submitted by: Colin Jung, Senior Planner Approved by: Steve Piasecki, Director of Community DeveloPnB..-- Enclosures: Exhibit A-I: Design Review Committee Resolution No. 195 Exhibit B-1: Staff Report to DRC dated 2/2/05 Exhibit C-l: Plan showing gate location and gate details Exhibit D-l: Appeal form and letter Exhibit E-l: Sheriff's Reports from the Cupertino Courier, December 6, 2000 and July 18,2001. g:jplml11i1!g/pdn:portjpcEXCreportsjEXC-2005-01 Appeal.doc I&.!-(p EXHI'6¡"\:A-\ EXC-2005-01 CITY OF CUPERTINO 10300 Torre Avenue Cupertino, California 95014 RESOLUTION NO. 195 OF THE DESIGN REVIEW COMMITTEE OF THE CITY OF CUPERTINO DENYING A FENCE EXCEPTION FOR AN ELECTRONIC SECURITY GATE IN ACCORDANCE WITH CHAPTER 16.28 OF THE CUPERTINO MUNICIPAL CODE FOR 10655 SANTA LUCIA ROAD --------------------------------------------------------------- --------------------------------------------------------------- SECTION I: PROTECT DESCRIPTION Application No.: Applicant: Location: EXC-2005-01 Sanjay Swamy 10655 Santa Lucia Road SECTION II: FINDINGS WHEREAS, the Design Review Committee of the City of Cupertino received an application for exceptions to the Fence Ordinance, as described in this Resolution; and WHEREAS, the applicant has not met the burden of proof required to support said application; and has not satisfied any of the following requirements: That with respect to the issue of an electronic gate: a) That the development is mixed-use, and parking for different uses needs to be separated to assure availability of parking for each use; or b) That the development includes below-grade parking structure that needs to be secured with a gate; or c) That the development requires an electronic gate to obtain federal or state funding; or d) That the development is secluded-- the house is visible from the public right- of-way and the house is surrounded by other houses on similarly situated and configured flag lots; or e) That the gates are needed for demonstrated security reasons-there are no reports of vandalism, trespass or burglary. The gates can be secured to provide a secured play area for children, without placing electronic motor controls on the gate; or /4-7 Resolution No. 195 Page 2 EXC-2005-01 Febmary 2,2005 f) That the electronic gates were present on the site prior to September 20, 1999. The gates were installed in year 2004 with a building permit. NOW, THEREFORE, BE IT RESOLVED: That after careful consideration of maps, facts, exhibits, testimony and other evidence submitted in this matter, the exception to the fence ordinance is hereby recommended for denial. That the subconclusions upon which the findings and conditions specified in this Resolution are based and contained in the Public Hearing record concerning Application EXC-2005-01, as set forth in the Minutes of the Design Review Committee Meeting of February 2, 2005, and are incorporated by reference herein. PASSED AND ADOPTED this 2nd day of February 2005, at a Regular Meeting of the Design Review Committee of the City of Cupertino by the following roll call vote: AYES: NOES: ABSTAIN: ABSENT: COMMISSIONERS: Commissioner Giefer and Chairperson Miller COMMISSIONERS: COMMISSIONERS: COMMISSIONERS: ATTEST: APPROVED: Isl Ciddy Wordell Ciddy Wordell City Planner I sl Marty Miller Marty Miller, Chairperson Design Review Committee g:1 plaI1Ilillgl pdreportl res/EXC-2005-01denial.doc 11-8 ¡:::" Cl)P -r B I l._^i~U):- CITY OF CUPERTINO 10300 Torre Avenue, Cupertino, California 95014 DEPARTMENT OF COMMUNITY DEVELOPMENT REPORT FORM Application: Applicant/Owner: Property Location: EXC-2005-0l Sanjay Swamy 10655 Santa Lucia Road Agenda Date: February 2, 2005 Application Summary: Fence Exception request to convert an existing, permitted, 7-foot tall manual gate to an electronic gate. Recommendation: Staff recommends that the Design Review Committee deny EXC-2005-01 per the model resolution. Background: In 2004, the applicant obtained a building permit to construct a gate across his flag lot driveway for his tenants residing at 10655 Santa Lucia Road. He obtained approval from the affected neighbor to increase the fence height to about 7 feet. He is requesting permission to install motorized controllers on the gate so it can be opened automatically. This requires a City fence exception (Exhibit A). According to the applicant, an electronic gate is necessary because: 1) The driveway is steep, and parking the vehicle to manually open and close the gate could be hazardous to property and pedestrians if the vehicle accidently rolled down the hill, 2) The children may run into the street and an automatic gate across the driveway will prevent that, 3) The gate is 100 feet away from the house and it is very inconvenient to manually open and close the gate several times a day. 14-1 EXC-2005-01 Page 2 Discussion: Section 16.28.045 of the Fence Ordinance (Exhibit B) specifies the conditions under which vehicular electronic security gates may be approved by the City. The development needs to meet anyone of the following conditions: 1) The project is a mixed use development, where the parking for different uses needs to be separated to assure availability of parking for each use; 2) The project includes a below-grade parking structure, where the gates are required to secure the below-grade parking; 3) The electronic gates are required to obtain federal or state funding; 4) The development is secluded; 5) The electronic gates are needed for demonstrated security reasons, meaning there have been past sheriff's reports of vandalism, trespassing or burglary; or 6) The electronic gates were in existence prior to September 20, 1999. Conditions #1, 2, 3 and 6 are clearly not relevant to this development. With respect to condition #4, the development is not secluded. that is, hidden from public view. The house is clearly visible from the street. The house is not secluded from other residences. It is completely surrounded by similarly situated flag lot houses as shown in the photo below. e Subject Property F Flag Lot J4-IO EXC-Z005-0! Page 3 Staff does not see a security issue. There have been no police reports. The parents can close the gate to prevent the children from running out to the street. Submitted by: Colin Jung, Senior Planner Approved by: Ciddy Wordell, City Planner {." / /.'/ ~ .' ~ ' o.,;¿./ ¿}? /L (~I/ Enclosures: Model Resolution Exhibit A: Applicant's Justification for a Fence Exception Exhibit B: Fence Ordinance, CMC Section 16.28 G: \ Planning\ DRC\ staff rep \ EXC-2005-01_SRdoc 1+(( ~:-'j \-Ò.\C ,"'" (', \-,-\\\\;:)" \' 'ÎJ The City Of Cupertino Review & Design Committee Cupertino, California 3rd January 2005 Subject: Request To Automate Gate At property 10655 Santa Lucia Road, Cupertino Dear Sirs, We have at the moment a manual functioning gate at the above-mentioned property, However we are facing several problems that are causing serious inconveniences to our tenants, The tenants have requested an automatic gate for the following security reasons. l.The driveway of the house is very steep at an inclination of approximately 25 degrees. Now as a manual gate is in place it is exceeding difficult as they have first put their vehicle in Park, open the gate manually drive into the drive way, again put the vehicle in Park close the gate and then get into the garage. This is very inconvenient and also a safety risk as the driveway is very steep. In the event of a slight parking error the vehicle can roll down into the street causing major person and property hazards There is also the danger that when the parent gets down to open the gate manually, the little children are left behind in the car. Should they meddle with the car controls this could result in a serious accident. At present children living at the property are aged II & 6. 2. Concerns of the children on the property numing down towards the road and on to the street are always a concern and the occupants are really very worried about tl1is, The yard of the house is in three levels, when the children are playing in the bottom most level they cam10t be seen clearly from the main house, so an automatic gate will be very useful for the safety of the children. 3. The distance from the gate to the garage is 100 feet each way, As several trips are made everyday in and out of the premises, it is very difficult to open & close the gate every single time. This is highly inconvenient. We hope that you will consider our case for an automated gate favorably. Regards, SANJAY SWAMY 10655 Santa Lucia Road Cupertino CA 95014. Ii.( -/ 'J. 21...\\\'t:' \' \~. ß Hi.2UUI cHAPTER 16.1.&: FENCES" Section 16.28.010 16.28.020 16.28.030 Purpose. Definitions. Fence location and height for zones requiring site review. Fence location and height for zones not requiring site review. Vehicular electronic security gates. Proximity of plants and fences to public streets. Exceptions. Temporary fences for constrUction. Violation-Penalty . 16.28.040 16.28.045 16.28.050 16.28.060 16.28.065 16.28.070 * For statutory provisions making fences taller than ten feet a nuisance, see Civil Code § 841.4. Prior ordinance history: Ords. 112, 686, 852, 1179,1630.1637 and 1777. 16.28.010 Purpose. The purpose of this chapter is to regulate the location and height of fences and vegetation in yards of all zoning districts in order to protect the safety, privacy. and property values of residents and resident/property owners of the city. (Ord. 1788, § I (part), 1998) 16.28.020 Definitions. The words and terms used in this chapter shall have the following meanings unless the context clearly indicates otherwise: A. "Fence" means a man-made strUcture which is designed, intended or used to protect, defend or obscure the interior property of the owner thereof from the. view. trespass or passage of others upon that property. B. "Fence height" meons the vertical distance from the highest point of the fence (excluding post caps) to the fInish grade adjoining the fence. In a case where the finish grade is different for each side of the fence. the grade with the highest elevation shall be utilized in detennining the fence height. C. "Plant" meons a vegetative matter. D. "Setback area, required front" means the area extending across the front of the lot between the front lot line and a line parallel thereto. Front yards shall be measured either by a line at right angles to the front lot line, or by the radial line in the case of a curved front lot line. The front of the lot is the narrowest lot line from a public street. E. "Setback area, required rear" means the area extending across the full width of the lot between the rear lot line and the nearest line or point of the main building. F. "Setback area, required side" means the area between the side lot line and the nearest line of the building. and extending from the front setback line to the rear setback line. (Ord. 1788, § I (part), 1998) 16.28.030 Fence Location and Height for Zones Requiring Site Review. A. The Design Review committee, Planning Commission and City Council shall have the authority to require, approve, or disapprove wall and fencing plans including location, height and materials in all zones requiring design review. B. The basic design review guidelines for the review of fences and walls are as follòws: I. Fences and walls separating commercial, industrial. offices, and instimtional zones from residential zones shall be constrUcU:d at a height and with materials designed to acoustically isolate part of or all noise emitted by future uses within the commercial. industrial, offices. or institutional zones. The degree of acoustical isolation shall be determined during the design review process. 2. Fences and walls separating commercial, industrial, offices, and institutional zones from residential zones shall be constrUCU:d at a height and with materials designed to ensure visual privacy for adjoining residential dwelling units. The degree of visual privacy shall be determined during the review process. 3. Fences and walls shall be designed in a manner to provide for sight visibility at private and public street intersections. (Ord. 1844. § I (part), 2000; Ord. 1788, § I (part), 1998) 39 I Lf-/3 41 Fencæ 16.2It~ 3. The exception to be granted is one that will require the least modification of the prescribed regulation and the minimum variance that will accomplish the purpose. 4. The proposed exception will not result in a hazardous condition for pedestrian and vehicular traffic. S. The proposed development is otherwise consistent with the city's General Plan and with the purpose of this chapter as described in Section 16.28.010. 6. The proposed development meets the requirements of the Santa Clara Fire Department and Sheriff s Department, and if security gates are proposed, that attempts are made to standardize access. After closing the public hearing, the Planning Commission may approve, conditionally approve or deny the application for exception. C. Appeals. Any application for exception which received final approval or disapproval by the Design Review Committee may be appealed to the Planning Commission as provided by Section 19.136.060 of this code. (Ord. 1844, § I (part), 2000; Ord. 1822, (part). 1999; Ord. 1802, (part), 1999; Ord. 1788, § 1 (part), 1998) 16.211.1165 Temporary Fences for Construction, The Chief Building Official may require persons constructing structures in the city to erect and maintain temporary fences around all or a portion of the construction site in order to secure the site from entry by the general public. (Ord. 1777. (part), 1998) 16.21U170 Violatioli1-Penally. Any person who violates the provisions of this chapter shall be guilty of an infraction and upon conviction thereof shall be punished as provided in Chapter 1.12. (Ord. 1788, § I (part). 1998) //.{ ,/ f II!: 11..11111 :'1 '¡¡- i.,1 t'·1 ,III IHI ¡,.I ~H ill J~ d III j ....I~I~ , , f ! 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City of Cupertino 10300 Torre Avenue Cupertino, CA 95014 (408) 777-3223 SX HIEIL D··i (õJœ~œowlErR\ In) FEi J 7 1005 ~ CUPERTINO CITY CLERK APPEAL 3. Appellant( s): name, address, phone number REF.. ¡:;;X Ë - 2005-(;1 ( ~lll'1;\ f) ó L:;c:. /\ Lt, ~ Ib / , ( \) Il1BO S'cÂLU4Lß ( 0 6s t; S A NT A L U(¡ A ~ f) /~C!ffl(ì/fvO (J\ q~ or 4 SA A):j ~ Y 5 ~\J)ll Y /l!2C'} s: 1f,M.l!4U-, Avt ¿ut"E/(n~'oc!.\qÇ(:¡14 1. Application No. 2. Applicant(s): 4. Decision of Director of Community Development X. Decision of Planning Commission ' (please check one) 5. Date of detem1ination of Director or fCity decision: '2 - ; - ù 5 2- - 3 ~o S- 6. Basis of appeal: rz Et Anlàè i-I be? L 6tTr;;( , 5Arfr y Ij~' Uf OF jL11ß~·,1U{JAY UPf(ATffvl{ G-V211f \)vHILt::: vf(-.\!CLc IS ~t\JAÎTftVDr;fJ OfJ ~")6 r;¿of£ OE\V~tví\'1 S·-ÇTlflr:::S OdðlLf- Please complete form, inc de appeal fee of$M'and retm City Clerk Þdly ht~ Signature(s) appeals/appek form1.doc N-/ø Design & Review Committee 10300 Torre Avenue Cupertino, CA 95014 . Wn íF~ ~ [I'; n nn r? I' ¡ I ) InU.; I"' "" "'-"- \1 ß; JRI i, iJi FE8 1 7 2005 JllW 15th FebrUaryt~!5!~r:RTiNO CIW CLE:K --'-'--'-- ------ Subject: Appeal For Gate Automation at 10655 Santa Lucia Road. Cupertino. Ref: EXE - 2005 -01 Dear Sirs. We are appealing the outcome of the hearing on Feb 20d for automating the gate at the above-mentioned property. The committee did not address the core issues as follows: 1. The Committee improperly focused on the aspect of access to property in case of emergency - when it was pointed out by the City official that the access to the property is a standardized code available to all emergency providers such as fire/medical/police, 2. The Committee ignored the safety issue of a vehicle parked on a 8'70 slope. 3. Submitted repo¡"ts of burglary in the immediate 10600 block was also ignored. 4. Legal liability to the city was ignored in the event that an accident occurred and the applicant pointed this out during the meeting. We would like to bring to your notice why the gate was installed in the first place. The main reason was the issue of security. for the people and chi Idren living on the property. The decision rendered overlooks the usage of the gate in a safe manner, by asking the gate to be operated manually 3 - 5 times a day. With a driveway of 8'70 grade and the residents leaving the property at least 3 - 5 times a day. there is a demonstrable significant safety hazard in the process of entering and exiting a parked vehicle. whilst he/she stop to manually open the gate. Also the driver of the vehicle has go through at least fifteen different steps between stopping the car to opening the gate manually. which can be very tedious. In addition to what has been stated so far, our research has shown information that in California. it is a vehicle code infraction to park on a sloped street without curbing the wheels. In light of the above mentioned facts. we strongly urge the city to revise the decision and allow us to turn the gate into an automatically operated gate. We are prepared to submit further testimony and documentation at the hearing. S7e~IY' , ,dç~- K;!' sanry ty my (/ /'1-/7 The Cupertino Courier I Sheriffs Report Page 1 of2 iEK \i\ SIT t.- ~OìJìtIEI~ ~~~~~f~~ Dect':<P-ì1,1~;,;e::r 6r 2'DaO Cup0xtino, C~iifornia Sin a: 1947 . News Sheriffs Report The following incidents were culled from reports filed by deputies at the sheriffs Westside Substation. Terrorist Threats--Nov. 24, 7:30 a.m., 10700 block of S. Stelling Road. Suspect threatened the victim with death and the kidnapping of his child. Embezzlement-- Nov. 21,10:50 a.m., 10400 block ofN. Tantau Ave. Over a period of several months, an employee embezzled $5,700. Residential Burglary--Nov. 20, 5:10 p.m., 10800 block of Alderbrook Lane. The victim returned horne to find her front door ajar and glass broken out ofthe lower left comer ofthe door. Her $5,000 laptop computer was missing. Grand Theft--Nov. 15,9 a.m. 700 block of StendaW Lane. An unknown suspect removed two pieces of jewelry frorn a home, one from the kitchen counter and one from the bedroom. The jewelry is valued at $7,000 altogether. Burglary-Residential--Nov. 14, 10:02 p.m., 10600 block of Santa Lucia Road. A 9mm pistol, a sword and three pieces of jewelry were taken frorn the victim's home. Forgery/Grand Theft--Nov. 14,4:30 p.rn., 10900 block of Tantau Avenue. A temp worker subrnitted time cards weekly with a forged signature for a total of $6,000. file://F:\.Timbo job site\sheriffs-report"0049.htrn1 çJ,JQ_r:illiD-º_\¡I/§lçom~ øgl§g_¡:;.l~?_Jr-ºm_Çhio-'~'_s \iÏL1,!_Dª_IlPrQYin.@ Nª-w~__fulef~ çjJy IG.?ict~ntªI~E:~1~g J9J Y.Î QJª!1t_?_,ª_}(_ª-~sQlJlL crlr:ne K!'(UESl}or::Ld__I1_lJ~.i.ç fg?t¡~Lª-.\ ç,ªl§;-.ÞJª-t§§:__çjlY"'§T~J.tY ¡ .nÜse;:; ÜJD1:Is_ICJL?J_aJ;IQD. R9ta riªll?__ c.E;.tlJU1.ffOJ:Q Þ_ª.tt;)lng.j;~ºJLº--.lD_.~I}ª Oª :; h e[.iff.~ ,.R~_º()rt çª-f1. tf§Jnt.z,ª:_ flnç!(rJ9 I,JÐ~b.?I~_~~_ªL~Þ Y'L<:t$__ çQlçl. ç9m.tQJ:!; çgmnJlmjtY_.6J\.gf~ ç.IJp_er:t10Q~J2º[n-ºrQtMr$ fHm~ß!ªLLWjl;~J}' )"?P-ºQ.f F:ª_II çglol~_~___çjiff.~Lfr_Qr:n.yr,:ar to Y~q(" SEtnjgr N9:te$ çomJJ1!,mitY__DLJtriti()!] p rQgrªJIJ$_ çI.Lq__¡:;ß_a$~_oJQr~ New__ª pvºj.otm?n.t~__at 2/2105 jLf- I g Cupertino Planning Commission 2 March 22, 2005 PUBLIC HEARING 1. EXC-2005-01 Jimbo Schwalb 10655 Santa Lucia Road Appeal of a Design Review Committee denial of a fence exception for an electronic security gate for an existing single family residence. Tentative City Council date: April 19. 2005 Colin Jung, Senior Planner, presented the staff report: · Application is an appeal of a DRC denial of a fence exception request to install electronic motor controls on an existing, approved manual driveway gate. · Explained that in 1999 the fence ordinance was amended to discourage the proliferation of vehicular electronic security gates for properties in the City, to avoid being perceived as un- neighborly, isolated communities. . · He reviewed the fence exception findings, and noted that Conditions I, 2, 3 and 6 do not apply to the subject residential project. o Finding 4: Is the development secluded? Staff contends that the site is not secluded and the house is surrounded by similarly situated flag lots and other lots. o Finding 5: Are there demonstrated security reasons for granting the motorized gate? Staff noted that crime incidents were reported by the applicant but they were for different properties, not the applicant's. · Other applicant's concerns were summarized: o Emergency access: Staff noted that access during an emergency may be deterred if there is a power failure. o Applicant also expressed concern over safety of vehicle parking on the slope when opening and closing the gate. Staff noted that there were flatter portions of the driveway at the toe of the slope and top of the driveway, as well as the garage. The convenience of opening and closing the gate is not one of the findings permitted to grant an exception to fence ordinance to allow the motorized controls. o The safety of children running into the street; and o The convenience of the homeowner. · The Planning Commission has the option of making one of two recommendations to the City Council: to deny the appeal and uphold the DRC decision, or uphold the appeal and deny the modified DRC decision. Jimbo Schwalb, applicant: · Requested that two minutes of his time be reserved to address the panel after a decision is made. · Expressed disappointment at how the matter was handled. · Said when the permit application was made for the gate, he was told that once the gate had been permitted, we could wait approximately 30 days and apply for a variance; there was no indication at that time there would be any discouragement. · He said he appreciated that they had to enforce the rules, but felt the property was an excessively sloped driveway, and there were residential burglaries committed within several houses of the location. · The owner of the property has spent over $10,000 to install the gate to protect the property. · Noted inaccuracies of information reported in the past relative to the application and questioned why staff did not have the information about police reports in prior years. · Asked why reports on burglaries in the neighborhood were not taken into account when the ruling was made. JL/-J1 Cupertino Planning Commission 3 March 22, 2005 · He noted that the gate is equipped with three days reserve of battery power, which would negate the remarks about access during emergencies in a power outage. · Said he felt it was umeasonable to expect the occupants of the residence to walk approximately 150 feet from a flat surface of land to operate the gate, because of the grade of the property, particularly in inclement weather and in the dark. · He asked that it be taken into account that residential crime has increased recently in the neighborhood. · Questioned the appearance to the general public and the citizens of the community if a decision to rule against the appeal is made, signifying that aesthetics are more important than the personal safety of the residents. · He urged a fair hearing based on the evidence submitted. Vice Chair Miller: · Questioned the owner of the home about date of purchase, and time sequence of events relative to the application. · Relative to concerns about security, he asked why the owner of the home waited four years to install a gate following neighborhood break-ins. Sanjay Swamy, owner of the home: · Said that the gate was installed in August 2004; at the time of installation, it was not known that a permit was needed. · Property was purchased in 1998, and the home was reconstructed. · The owner of the home relocated and the tenants expressed concerns about safety after residing in the home for a year. · He said at the time, he was not aware of the neighborhood burglary in 2002. Chair Wong opened the meeting for public input; as there was no one who wished to speak, the public hearing was closed. Mr. Jung: · Relative to the applicant's earlier comment that he was not aware further approval was needed for a motorized gate, he referred to Exhibit C, the copy of the building permit plan for the gate, which indicated an application could be made for a gate across a driveway, but an application for a fence exception would be required for a motorized gate. He said that he dealt with Mr. Schwalb on the issue at the time. · Reiterated at the time of the gate application, he notified the applicant that the motorizing of the gate was a separate permit, approvable by an exception to have the motorized controls for the gate. Com. Saadati: · Asked for clarification on why there was a distinction between a manually operated gate and a motorized gate. · He said he felt they needed to address the gates in a different manner; the gates should not be allowed whether motorized or manual. Ciddy Wordell, City Planner: · We talked about that at the time of the ordinance and the General Plan amendment were adopted and the idea is that citizens are going to be likely to want an electronic gate, that is where the market is going to be; so we wanted to address the frequency of those needs more ) 4~;J..O Cupertino Planning Commission 4 March 22, 2005 than the frequency if somebody wanted a manual gate, because it just wasn't going to happen very often, because it is inconvenient to have a manual gate. But there would be more demand for an electronic gate and that is what we wanted to address. · The difference was that electronic gates would tend to proliferate. Vice Chair Miller: · Said he concurred with Com. Saadati, and failed to see the clear logic; if the objective is to not have a gated community, to allow some gates and not other gates. I am having trouble with that one. Ms. Wordell: · If the interest were in what is behind it, and if you wanted to add manual, you could; I would go in that direction if that is your concern. Vice Chair Miller: · The concern is consistency; · The other question has to do with the documented breakin in 2000; staff said decision makers have not used a breakin in the neighbor next door as justification for doing a gate. · Could you elaborate on that. Mr. Jung: · In all situations where we have had an application for an electronic gate, the standard has been, have there been any crime problems with that particular property, so that particular address was checked with the Sheriff s office and there were no reported incidents and we did not go outside that boundary, because where do you draw the line? . · But that has not been the standard of review; has there been any reports of burglary, theft, vandalism or trespass with this particular property; and that standard of review has not been, we did not go beyond the property boundaries. Vice Chair Miller: · That is an unwritten standard, it is a subjective standard at this point. Mr. Jung: · It is an unwritten one and you could say it is an interpretation of the words because the words say, are there any demonstrated security reasons? Vice Chair Miller: · Logically from my own standpoint, if my neighbor's house is broken into, I would be worried that my house would be broken into. · The other point I am struggling with is, for one reason or another, the burglary occurred in 2000, the applicant did not apply for a gate permit until four years later, and wasn't aware that a burglary took place. Chair Wong: · In the Ordinance 16.28.045, I agree that we allow security gates for mixed use underground parking, but then in Rl neighborhoods we don't, and we are not being consistent. I believe that this ordinance might need to be reviewed and see that if the community wishes to have a motorized gate for security reasons. We may need to readdress that issue and perhaps do it through a minute order. 1+:2/ Cupertino Planning Commission 5 March 22, 2005 Ms. Wordell: · First reaction, is that there would be a difference between the need for a gate in a submerged parking lot, there is a lot more dark inaccessible, inactive areas in a large parking lot like that; so I don't know that I would draw that parallel. Chair Wong: · Safety is safety; if it is an apartment or an underground garage or the neighborhood, I still would like to get more community input; it would be a separate issue from this application; this is not the only electronic security gate that went through DRC and it was denied based on our ordinance; we have to work within our ordinance. · The other thing I see is, is this dwelling secluded or rural, and what defines this as being secluded; since you can't see this house from the street, can we say that this is secluded, because I see that in my mind as one reason to see this as a secluded area. Ms. Wordell: · I believe one of the points in the staff report was that it is visible from the street. Chair Wong: · Page 1-6, barely see the house from the driveway to the left, and when I drove by it, I didn't want to trespass, it is a rural road and there are some security gates, maybe illegal. · Other concern is the children; we have to work within the ordinance and those are the two things that we can do. Vice Chair Miller: · There is justification for a safety issue, but it is not part of the ordinance. · When this ordinance was done, was safety considered, or is safety part of the definition of security? · Being on a slope, there is some potential of it being a concern in inclement weather; and children are present, and you have a car parked on a slope. There is potentially a safety issue. Ms. Wordell: · Probably goes back to one of the issues of whether you can operate something manually or electronically, or whether you can get out and open a gate or not. · Perhaps relocate it in a more convenient location. Vice Chair Miller: · What is the motivation behind the wording in the ordinance as to security being considered, but not safety. I am asking if it was an oversight or was it deliberate. Ms. Wordell: · It was geared more toward security, the type that was brought up tonight. · No recollection of talking about general safety. Com. Saadati: · I have a difficult time separating an electronic gate from a manual gate. We need to look at this as a separate item and get more community input. /'{- ~;;... Cupertino Planning Commission 6 March 22, 2005 o If you are trying to avoid a gated community, we shouldn't al10w any gates. This gate was permitted as a manual gate and a motor was added, so I don't think there was a whole lot of change there, except it was not pennitted. o I have difficulty in denying the appeal; if the issue was not al10wing the gate, I would have gone along with that; there is no other neighbor in the area with a gate. Com. Giefer: o Based on the infonnation presented and also at the ORC the two areas applicable in this particular case, is the development secluded and is there a demonstrated security issue at this specific property. o I don't find it to be secluded; it is a residential neighborhood although it is a flag lot; the house is visible ¡Yom the street, not a large portion, but a portion of it, and the homeowner shared that he wasn't aware that the neighbor's house have been burglarized during the timeframe that he was there. o The main reason for instal1ing the gate original1y, is his current tenants were annoyed by solicitors as opposed to their concem for their safety. o My finding is that there is not a security issue on the property; therefore I would deny the appeal. Vice Chair Miller: o The ordinance needs to be reviewed, both from the issue of manual vs. motorized and where gates are al10wed and where they aren't. o It should also be reviewed ¡Yom the standpoint of including issues of safety. o If we do that, then as was suggested, the applicant wouid be approved; the question is, do we do an exception tonight or do we wait to review the ordinance and make those changes. I am inclined to al10w the exception to go through in this case; because I think you can make the argument that if in fact there was a burglary there and the owner acted upon that issue when it became cognizant to him, that it was a legitimate concern and the burglary was only a couple of houses away, which is close enough in my view to consider that there was an issue there, which was legitimately addressed by a gate. Chair Wong: o I also have trouble with this application. I agree with Com. Saadati about his concern that we need to review the ordinance one more time, and I believe there is some uncertainty regarding Rl neighborhoods vs. mixed use development. o I still believe that this development is secluded and the other thing is that I believe the applicant did demonstrate security reasons, burglary, that the electronic gate should be put in. o I can also see where staff is concerned that back then they were concerned about not having gated communities in Cupertino; and I think everything should be judged case by case. o We also have to be reasonable, and this will be a recommendation to City Council; so this is not the end of the road; the City Council wil1 make the final decision. o Suggested sending a minute order to the City Council and have it reviewed, especially 16.28.045 Vehicular Electronic Security Gates and have staff research the history about that and see if you are successful in your case, that you wil1 come back and have other folks talk about the pros and cons of security gates, because it can be controversial in our community. o Supports the motorized gate. /4f-23 Cupertino Planning Commission 7 March 22, 2005 Motion: Moved by Com. Saadati, second by Chair Wong, to uphold the appeal aud modify the DRC decision. (Vote: 3-1-0; Vice Chair Miller, Com. Saadati and Chair Wong Yes; Com. Giefer No; Com. Chen Absent. Ms. Wordell: o Suggested because they were trying to get the work program on the schedule, that it might be more efficient to include it in the recommendation of the work program to the City Council so they don't have to consider it as a separate item. ~6 Jae Chung, 20300 Stevens Creek oulevard Sign e:xee:ptiôI~ tò allõ" a fleeR Beffief-&~1:H"l1¿:1.t 3igH. Planning Commission decision final unless appealed. Mr. Jung: o Reviewed t background of the application for a sign exception to allow an exposed neon border on an ¡sting monument sign for BoA's Fine Asian Grill, the former Hamasushi Restaurant, as ou . ned in the staff report. o Reviewed the findi s for a sign exception and the applicant's justification for the use of the exposed neon sign. o He pointed out that the ap licant has not changed the size of the previous sign, but out1ined the perimeter of the sign with a on order for better visibility from the street. o Staff feels that the neon borde alone does not improve the business's identification; and the size of the sign has not been cha ed which would address the visibility concerns expressed. They also feel there are other ways t improve the illumination without using exposed neon. o Staff does not oppose the use of exp ed neon per se, but it should enhance the business identification in building form, and quest! s that the BoAs sign does that. o He reviewed the usage of neon in other resta ants in the city; o Staff recommends denial of the exception pert model resolution because they are not able to make the sign exception findings. Chair Wong: o Questioned the difference between the Shell Station sign an Mr. Jung: o Said the two types of illuminated signs are sign cabinets which may· clude incandescent light bulbs in it or just the illuminated letters, with neon tubes in those lett s. The sign company puts the fusing panels over the neon so the light is not that penetrating an not that bright, but it diffuses the light itself and it doesn't give that stark penetrating appearanc . o The Shell station sign is not a neon sign, but a light box with incandescent tube Jae Chung, owner of BoA's Fine Asian Grill and BBQ: o Relative to Mr. lung's staff report, he said there was no specific standards for revie code for exposed neon. o He purchased Hamasushi's and because business was slow and he faced bankruptcy, revitalized the restaurant and wanted to make improvements with minimal expense. o He noted that the competitive restaurants near his location were large companies and their signage was very costly; whereas the cost of his small sign was a small traction, and his Þ¡,¡si".ss had to b. ""tic.aÞh ¡¡'om-th"-,,t¡oee~ll -----.. 1'1-2'1 .Æ& CITY Of CUPErQ1NO City of Cupertino 10300 Torre Avenue Cupertino, CA 95014 (408) 777-3308 FAX (408) 777-3333 Summary Agenda Item No. Q Community Development Department Housing Services Agenda Date: May 3, 2005 Subject: Consider adopting a resolution adopting the 2005-06 Annual Action Plan and the use of third program year (2005-06) Community Development Block Grant (CDBG) Funds. Recommendations: The CDBG Steering Committee recommends that the City Council approve the following allocations, with the City Council's amendment to decrease the dollars for ESO, for the use of the 2005-2006 CDBG program funds and the FY 2005-06 Annual Action Plan as required by the federal department of Housing and Urban Development (HUD). 2005-06 CDBG Allocation: Public Service Grants: Catholic Charities - Long Term Care Ombudsman CCS - Comprehensive Assistance Program CCS- Rotating Shelter Program Emergency Housing Consortium - Emergency Shelter Live Oak Adult Day Services - Senior Adult Day Care Outreach and Escort - Special Needs Transportation Second Harvest Food Bank - Operation Brown Bag Senior Adults Legal Assistance - Legal Assistance Support Network for Battered Women -Domestic Violence Public Service Grants Sub Total Construction/Acquisition/Rehab Economic and Social Opportunities Cleo Avenue Excess Land Purchase Construction/Acquisition/Rehab Sub Total Program Administration: Administration Mid-Peninsula Citizens for Fair Housing Program Administration Subtotal CDBG TOTAL 2005-06 Affordable Housing Fund Allocation: CCS- Affordable Placement Program 2005-06 Affordable Housing Fund Allocation Subtotal TOTAL: Program Subtotals by Totals Allocation Funding Source $0.00 $19,000.00 $24,750.00 $4,000.00 $10,100.00 $0.00 $0.00 $11 ,500.00 $1,850.00 $71,200.00 $25,000.00 $243,625.00 $268,625.00 $84,761.00 $10,200.00 $94,961.00 $434,786.00 $65,000.00 $65,000.00 $65,000.00 $499,786.00 /5-/ Use of third program year Community Development Block Grant Funds and review of Annual Action Plan (05-06) May 3,2005 Page 2 of2 Background: The City of Cupertino will receive a CDBG entitlement of approximately $434,800 for fiscal year 2005-06. On AprilS, 2005, the City Council held the first public hearing for both the allocation of CDBG funds and the Annual Plan. Since the Annual Plan has been in distribution for 30-days and no comments have been received, it is recommended that the City Council adopt both the Annual Plan and the allocations as recommended by the CDBG Steering Committee. Below are summaries of the CDBG Steering Committee actions and basic information regarding the content and purpose of the Annual Actual Plan. For further reference, staff has attached the April 5, 2005 staff report with attachments. CDBG Steering Committee: On February 18, 2003, the City Council approved a draft Citizen Participation Plan. Prior to expending CDBG dollars the City is required to adopt a Citizen Participation Plan, Consolidated Plan and an Annual Plan. As part of the Citizen Participation Plan, the City formed a CDBG Steering Committee. The Steering Committee is comprised of the Cupertino Housing Commission and four appointed citizens. Currently there is one vacancy on the CDBG Steering Committee. Although many citizens have expressed interest in the Committee, few have applied. The Council may want to consider restructuring the Housing Commission to include three members from the two low-moderate income target areas (Rancho Rinconada and Garden Gate). The CDBG Steering Committee's responsibility is to evaluate the proposals received and forward funding recommendations to the City Council. The expanded Housing Commission functions would then encompass the CDBG Steering Committee's responsibilities. On March 16,2005 the CDBG Steering Committee held a public hearing on the FY 2005-06 CDBG funding allocation. The Committee heard presentations from all but one of the applicants and recommended the staff recommendation, with one amendment, be forwarded to the City Council (see attached resolution). FY 2005-06 Annual Action Plan: Federal regulations require that each entitlement jurisdiction prepare an Annual Action Plan and submit the plan no later than May 15th of each year. The Annual Action Plan is a one-year plan that describes the eligible programs, projects and activities to be undertaken with funds expected during the program year (Fiscal Year 2005-2006) and their relationship to the priority housing, homeless and community develòpment needs outlined in the approved Consolidated Plan. Furthermore, Federal regulations require the plan be made available for 30 days for public review and comment. The FY 2005-06 Annual Action Plan was released for public review on April 1, 2005 for the 30-day review period. On April 11, 2005, the CDBG Steering Committee met and discussed the plan and a notice was placed in the local paper informing the public of the plans availability. The May 3, 2005 City Council meeting is the public hearing to consider approving the Annual Action Plan for submittal to HUD. PREPARED BY: /5-2. Use of third program year Community Development Block Grant Funds and review of Annual Action Plan (05-06) May 3, 2005 Page 3 on PREP ARED BY: Vera Gil, Senior Planner APPROVED FOR SUBMITTAL: ~~~K/!W1U~; Attachments: Resolution No. 05- Fiscal Year 2005-06 Annual Action Plan Staff report from April 5, 2005 /5-3 DRAFT RESOLUTION NO. 05-071 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AUTHORIZING SUBMITTAL OF FUNDING PROPOSALS FOR THE 3rd (2005-06) PROGRAM YEAR OF THE COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM WHEREAS, the Housing and Community Development Act of 1974 provides that funds be made available for the Community Development Block Grant program; and WHEREAS, the City of Cupertino wishes to apply for funds as an Entitlement Jurisdiction under said Act; and WHEREAS, the City of Cupertino understands that it shall receive $434,807 in CDBG funds; NOW, THEREFORE BE IT RESOLVED that the City of Cupertino hereby certifies that the projects being proposed for funding meet the certifications outlined in Section 570.303 of the Community Development Block Grant Administrative Regulations; and BE IT FURTHER RESOLVED that the City Manager is hereby authorized to submit the project proposals approved by the City Council to HUD: BE IT FURTHER RESOLVED that the City Council of the City of Cupertino hereby authorizes the City Manager to execute the agreements for allocation of third program year (2005-06) Community Development Block Grant funds. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3'd day of May 2005 by the following vote: Vote Members of the Citv Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino ) 5-1{ CITY OF CUPEI\TINO City of Cupertino Fiscal Year 2005-06 Annual Action Plan Approved by City Council May 3, 2005 Resolution 05- IS-5 CITY OF CUPERTINO, CALIFORNIA 2005 PROGRAM YEAR ANNUAL ACTION PLAN FOR THE COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM INTRODUCTION The Annual Action Plan is a one-year plan which describes the eligible programs, projects and activities to be undertaken with funds expected during the program year (Fiscal Year 2005-2006) and their relationship to the priority housing, homeless and community development needs outlined in the Consolidated Plan. FEDERAL RESOURCES The City of Cupertino's Annual Action Plan for the 2005-06 Program Year is a comprehensive approach to addressing the irnmediate community needs of people who are very low and low income. The Action Plan is based on a Community Development Block Grant (CDBG) entitlement of $434,807 that the City anticipates will be received from the federal Department òf Housing and Urban Development (HUD). Exhibit A describes the agencies proposes to receive funding in the 2005-06 fiscal year. Also detailed in the exhibit are the goals. and proposed funding amount for each of the agencies. Anticipated CDBG program income during the 2004-05 Program Year is estimated to total $40,000 derived from outstanding rehabilitation program loans. A portion of that program income will be allocated to support Public Service activities. The city of Cupertino will allocate $71,200 to public service activities. Consistent with CDBG regulations, this amount represents no more than 15% of the combined total of the City's 2004-2005 Program Year income and the 2005-06 entitlement. In 1999 HUD informed the Santa Clara County that the San Jose Metropolitan Statistical Area is one of the high-income areas where the income limits were increased to the actual 80% of median income, adjusted for household size. The City of Cupertino will continue to use the actual 80% of median incorne limits for all of its CDBG prograrns in the 2005 Program Year. Individual activities may use a lower income eligibility criterion. OTHER RESOURCES Housing Mitigation Program The Office and Industrial Mitigation Program acknowledges housing needs created by the development of office and industrial projects. A fee is applied to new square footage of office and industrial developrnent in the City. The fees collected are deposited in the I 'J-' City's Affordable Housing Fund and are to be used for the provision of affordable housing. The City's Residential Mitigation Program applies to all new residential developrnent of one unit or greater. Residential developers are required to designate at least 15% of the units in a development as affordable. These units are identified as the "BMR" (Below Market Rate) units. For developments of six or fewer units, the developer may pay a fee in-lieu of building the affordable units. All affordable units developed under the BMR program must remain affordable for 99 years from the date of first occupancy and, if for sale units are resold during that period, a new 99 year time period is established. The City administers the Affordable Housing Fund, which is currently supported with fees paid through the Housing Mitigation Program. Potential options for use of the housing funds include: a. Development of new affordable units. b. Conversion of existing market rate units to affordable units. c. Down payment assistance programs. d. Second mortgage programs. Cupertino Communitv Services - Cupertino Community Services (CCS) is a non-profit organization that assists in administering housing programs on behalf of the City of Cupertino. CCS administers the Rotating Shelter Program for homeless individuals and also manages a transitional housing facility. Further, CCS acts as the administrative agent on behalf of the City in managing and monitoring the BMR program. "Move In For Less" Program - In cooperation with the Tri-County Apartment Association, this program recognizes the high cost of securing rental housing. The program is geared to classroom teachers in public or private schools who meet income criteria. Apartment owners/managers who agree to participate in the program require no more than 20% of the monthly rent as a security deposit from qualified teachers. This reduced security deposit hopefully makes it more financially feasible for a teacher to move into rental housing. Mortgage Credit Certificate (MCC) Program -The MCC program provides assistance to first-time homebuyers by allowing an eligible purchaser to take 20% of his or her annual mortgage interest payment as a tax credit against federal income taxes. Santa Clara County administers the MCC Program on behalf of the jurisdictions in the County, including Cupertino. The program does establish maximum sales price limits on units assisted in this program and, due to the high housing costs in Cupertino, there have been few households assisted in Cupertino in recent years. /5-Î Second Unit Program -- The City's Second Unit Ordinance allows an additional unit to be built on any single-family residential parcel. The objective of this Ordinance is to encourage additional units on already developed parcels, such as parcels with single- family dwellings. Teacher Housing Assistance Program - The City of Cupertino has made up to $200,000 available to assist qualified teachers in the Fremont High School, Cupertino Union and Foothill-De Anza Community College Districts for the purchase of a home within the City of Cupertino corporate limits. Neighborhood Housing Services Silicon Valley (NHSSV), administers the program for the City of Cupertino for a $20,000 fee. Below are some program highlights: · Maximum loan amount of $66,666 per household · Loans are 0% interest and deferred until the change of title, refinance for cash out, or the end of the 30-year loan term, whichever comes first. · Loan is subject to a 45-year afford ability restriction that is recorded against the property. · Resale restrictions will apply to the new home. · Home to be purchased must be located within the City of Cupertino corporate limits. Density Bonus Ordinance -- The City's Density Bonus Ordinance allows a 25% increase in density for developments greater than 5 units that provide a proportion of units for very low or low-income households or housing for senior citizens. In addition to the density bonus, certain concessions can also be provided to the development, which can include: a. Reduction of Parking Requirements, b. Reduction of Open Space Requirements, c. Reduction of Setback Requirements, d. Approval of Mixed Use Zoning, e. Reduction of Park Dedication Fees, f. Reduction of application or construction permit fees, or g. Provision of tax-exempt or other financial assistance. CITIZEN PARTICIPATION The Housing Services Division of the Community Development Department is the lead agency for overseeing the development of the Consolidated Plan and Annual Action Plan. 15-'8' This Annual Action Plan development process began with an advertised public hearing, held by the Cupertino Housing Commission on March 16, 2005 to make funding recommendation to the city council. In addition, to the public notice, written notification of the hearing was made to numerous non-profit service agencies and the city's CDBG Steering Committee for the purpose of gaining greater input for determining the best use of anticipated federal funds for addressing community needs. The Annual Action Plan was distributed to the thirty (30) agencies on the City of Cupertino's mailing list (see Exhibit B). Agencies were encouraged to comment on the document. The City Council held an advertised public hearing on April 5, 2005, to determine the allocation of CDBG funds for the 2005 Program Year. The Annual Plan 30 day public review period occurred April 1 through May 3, 2005. The City did not receive any public comments. CONSULT A TION WITH OTHER TURISDICTlONS As standard practice, CDBG entitlement jurisdictions from throughout Santa Clara County meet at least quarterly to discuss issues of common interest. Meeting agendas cover such topics as projects receiving multi-jurisdictional funding, performance levels and costs for contracted public services, proposed annual funding plans, HUD program administration requirements, and other topics of mutual concern. These quarterly meetings provided the opportunity for the City to consult with other jurisdictions on its proposed use of federal funds for the 2005 Program Year. CONSOLIDATED PLAN (CON PLAN) PRIORITIES The City of Cupertino participated in a pilot program to streamline the Consolidated Plan process by allowing communities to substitute existing local plans for Consolidated Plan components. As part of the strearnlined Con Plan, the City of Cupertino adopted the priorities listed in Table 2A and 2B. These tables are attached and incorporated by reference as Exhibit B of this document. GEOGRAPHIC DISTRIBUTION A map outlining geographic areas considered to be of low and moderate-income concentration is included as part to this submittal. In the map, three Census tracts indicate a higher percentage of low/mod population than all other Cupertino Census tracts. It is from these three Census tracts that the City of Cupertino recruits three representatives of the CDBG Steering Committee. Funding support for the listed projects is based more on expressed need within the community rather than upon geographical priority. 15- c¡ ANTI-POVERTY STRATEGY In a continuing effort to reduce poverty, the city of Cupertino will make it a priority to fund agencies that provide direct assistance to the horneless and those in danger of becoming homeless and make a commitment to improve the communication and service delivery capabilities of agencies and organizations that provide programs to assist the homeless. Depending on funding availability, Cupertino will continue to provide assistance to public agencies and nonprofit organizations providing neighborhood housing services, supportive services to the homeless, older adults with physical or mental impairment, the mentally ill, victims of domestic violence, and households with abused children among others. Coordinate with public agencies providing job training, life skills training, lead poisoning prevention and remediation and other education programs that listed in the City's Consolidated Plan strategies. HOMELESS AND SPECIAL NEEDS In previous years, the City of Cupertino appropriated $20,000 in CDBG funds for the Sobrato Family Living Center Project. In 2000, the City will also contributed to the Home Safe-Santa Clara providing transitional housing for survivors of domestic violence who are considered at-risk for homelessness. In addition to these capital project subsidies, the City will fund public service activities related to homelessness. During the 2005 program year, the city will provide $25,000 to the Faith in Action Rotating Shelter Program and $4,000 to Emergency Housing Consortium for emergency shelter to Cupertino families. The City of Cupertino will also continue to coordinate services to the homeless through such inter-agency efforts as the Collaborative, Help House the Homeless, and the Community Technology Alliance and support the regional Continuum of Care. In addressing senior services, the City will continue advocacy for the increased dissemination of accurate information and counseling for seniors and other persons regarding housing options available. This will be accomplished through a cooperative effort with the Cupertino Senior Center, Cupertino Community Services and the Cupertino Public Library. /5- /0 LEAD-BASED PAINT Lead-based paint awareness and abatement will be fully integrated by the City of Cupertino into its assisted housing programs. Each tenant, landlord and property owner will be informed of the dangers, symptoms, testing, treatment and prevention of lead-based paint poisoning. Lead-based paint hazard stabilization or abatement will be provided in each and every rehabilitation project. Furthermore, adherence to Federal guidelines for reduction activities with lead-based paint is provided for in every federally funded rehabilitation loan. PUBLIC HOUSING The City will continue to encourage the local Public Housing Authority to develop affordable units in the city of Cupertino. FAIR HOUSING Cupertino continues to support both the purpose and goal of fair housing and works to achieve fair housing in administering federal, State and local programs. The City also supports the development of affordable housing stock that is an important part of a fair housing initiative, given the high cost of local housing. In conjunction with other jurisdictions in Santa Clara County, the City commissioned a comprehensive survey to identify unmet needs and unidentified barriers, to assess the delivery of fair housing services, and to recommend action steps to meet the County's fair housing needs. The study was completed in 2003 and the city will be working with the other Santa Clara County to review program changes as a result of the study. The City prepared an Analysis of Impediments to Fair Housing Choice (AI) in 2004. The proposed actions to be undertaken by the City in the 2005 Program Year consist of the following: · The City will continue to require developers to provide relocation assistance when residents will be displaced. · The City will continue to provide a housing program that allows for modification of existing housing facilitating the needs of persons with disabilities. · The City will continue to support non-profit organizations whose purpose is to aid in the furthering of fair housing in the community. Methods of support could include notification of fair housing rights and responsibilities distributed in brochures located in public buildings, public service announcements on the local access channel or similar methods. /5-// · The City will continue to allow for the construction of higher occupancy housing complexes on a case-by-case basis when possible, for all economic segments of the community. PROGRAM MONITORING Performance monitoring for compliance to federal program requirements is scheduled at least once annually for projects that are under service contract. Monitoring of federally funded activities is undertaken for projects that are either under an annual or longer-term performance period. In addition, the City undertakes an annual Single Audit according to the requirements of the federal Office of Management and Budget. As standard practice, notification is made to HUD on the availability of the City's annual audit. 15-/2. Exhibit A SUMMARY OF CDBG AND AFFORDABLE HOUSING FUND APPLICATIONS PUBLIC SERVICE GRANTS: A. Catholic Charities of Santa Clara County Long Term Care Ombudsman Program 2005-06 Request: $4,375 Annual Goal: Provide advocacy for 228 unduplicated Cupertino residents and investigate and resolve 20 complaints. Project Description: Provide advocacy for Cupertino residents in long term care facilities to ensure they have a voice in their own care and treatment. The program will receive, investigate and resolve any complaints associated with the care of these long term care facility residents. Recommendation: $0 from CDBG, encourage City Council to consider funding $4,165 from Human Service Grants program. The program meets a high priority according to Table 2B of the Cupertino Consolidated Plan. This program was previously funded at this same level through the Human Services Grants program of the Cupertino General Fund. B. Cupertino Community Services Comprehensive Assistance Program 2005-06 Request: $54,000 Annual Goal: Provide support services to 1500 unduplicated Cupertino households. Project Description: Cupertino Community Services has provided support services to the West Valley's low and very-low income households since 1973. Support services include a food pantry, clothing closet and rental assistance. Recommendation: $19,000 from CDBG, encourage City Council to fund $23,000 from the Human Service Grants Program. The agency provides necessary services to Cupertino residents. Since this activity is a medium priority need in the Cupertino Consolidated Plan, staff cannot recommend fully funding this activity. 15-/3 Exhibit A C. Cupertino Community Services Rotating Shelter Program 2005-06 Request: $25,000 Annual Goal: Provide a maximum of 90 days shelter to 80 homeless persons per year in churches located in Cupertino, Saratoga and Sunnyvale. The program also provides counseling and other support services to help stabilize the guest's long term housing situation. Project Description: A total of 11 churches and one synagogue in Cupertino, Sunnyvale, Saratoga and Santa Clara participate in the program, 11 of which are "host" churches. Each of the "host" churches provides shelter for a 30-day period. These "host" churches have the responsibility of providing the guest with meals; YMCA passes for showers, etc. CCS provides additional support to the shelter guests, including job counseling and assistance in finding transitional and permanent housing. Recommendation: $24,750 Cupertino Community Services has been very successful in administering this program and it remains one of the most successful rotating shelter programs in the county. CCS has applied to the cities of San Jose and Sunnyvale and has been successful at receiving County Emergency Shelter Grant funding. Staff recommends the City continue its commitment to the Rotating Shelter Program. D. Emergency Housing Consortium, Inc. Emergency Shelter Program 2005-06 Request: $4,000 Annual Goal: Provide emergency shelter to 25 unduplicated Cupertino residents at emergency shelter facilities throughout Santa Clara County. Project Description: Provide 2,000 nights of shelter and supportive services to meet the needs of 25 unduplicated homeless Cupertino residents. Recommendation: The program meets Consolidated Plan. $4,000 a high priority according to Table 2B of the Cupertino 15'11 Exhibit A E. Live Oak Adult Day Services Adult Day Care for Seniors 2005-06 Request: $10,200 Annual Goal: Provide "scholarships" to six Cupertino low-incorne seniors enabling them to receive adult day care at the facility. Project Description: Cupertino Senior Day Services provides services for seniors at risk of being institutionalized. Seniors can be dropped off at the Cupertino facility to receive care and participate in recreational activities while family members are working. Recommendation: $10,100 As the Cupertino population ages, more seniors are in need of this valuable service. Cupertino does not have a large inventory of senior assisted living units, programs such as Cupertino Senior Day Services provides families with an alternative to moving parents and older family members into an assisted living setting. F. Outreach and Escort Special Needs Transportation 2005-06 Request: $13,500 Annual Goal: Provide 12,500 discounted trips to 300 eligible Cupertino residents. Project Description: Provides fail seniors and disabled adults with door- to-door transportation to medical appointments, shopping, adult daycare, senior nutrition programs, etc. Requested funds will be used to subsidize $1.00 of the $3.50 rider's fare charged to Cupertino residents under the ADA/Paratransit Prograrn. Recommendation: $0 from CDBG, encourage City Council to consider funding $9,180 from Human Service Grants Program. Although this is a worthwhile program that provided a needed service to a Cupertino population there is not enough money in the CDBG Public Service budget to fund this program. /5-/'5 Exhibit A G. Second Harvest Food Bank of Santa Clara and San Mateo Counties Operation Brown Bag 2005-06 Request: $5,000 Annual Goal: Provide food allotments to 75 unduplicated Cupertino residents. Project Description: Provide brown bags filled with food donations to Cupertino seniors at Union Church of Cupertino. Recommendation: $0 from CDBG, encourage City Council to consider funding $4,590 from Human Service Grants program. The program meets a high priority according to Table 2B of the Cupertino Consolidated Plan. This program was previously funded at this same level through the Human Services Grants program of the Cupertino General Fund. H. Senior Adults Legal Assistance 2005-06 Request: $11,667 Annual Goal: Serve 60 Cupertino seniors. Project Description: Senior Adults Legal Assistance (SALA) provides free legal services to low and very low-income seniors at the Cupertino Senior Center. Legal services provided are in the area of consumer complaints, housing, elder abuse, and simple wills. Recommendation: $11,500 Several years ago, the city council directed staff to work with SALA to increase their services and funding level. The Cupertino Senior Center has stated that the increased grant has helped tremendously during the past few years and would like to encourage the city to continue funding the agency at the increased funding level. I. The Support Network for Batlered Women Domestic Violence Services for Cupertino Families 2005-06 Request: $7,000 Annual Goal: Serve a total of 14 unduplicated Cupertino residents. Project Description: The Support Network operates Santa Clara County's only 24-hour, crisis line for victirns of domestic violence. I~-/t, Exhibit A The shelter provides support services including emergency housing to battered women. Recommendation: $1,850 from CDBG and encourage City Council to fund $4,000 from Human Service Grants prograrn. The Support Network for Battered Women provides a valuable resource to Cupertino residents as well as law enforcement officers in the city. However, the agency has not had a representative present at the CDBG Steering Committee meeting for the past two years and the Committee views this as a lack of commitment to the program. CONSTRUCTION/ ACQUISITIONfREHABILIT A TION PROJECTS: J. Economic and Social Opportunities Housing and Energy Services Program 2005-06 Request: $45,000 Annual Goal: Provide home improvement services to 14 Cupertino residents. Project Description: Econornic and Social Opportunities' Housing and Energy Services Program assists low and very-low income Cupertino residents with home maintenance and removal of code violations. Recommendation: $25,000 The program will provide a valuable service to the City of Cupertino since the city no longer has a rehabilitation program. Many applications for the current rehab program administered by the County of Santa Clara are for small items such as grab bars and water heater replacements. Items such as these would be handled through this program. K. Cleo Avenue Property Purchase 2005-06 Request: $231,646 Annual Goal: Purchase excess Caltrans property at Cleo Avenue and Highway 85 for the development of affordable housing units. Project Description: Since April 2000 staff has been working with Caltrans to purchase excess Caltrans property to develop affordable housing. An agreernent to purchase needs to be entered IS·/7 Exhibit A into by April 11, 2005 to secure the property. Under the CDBG program, the purchase is an eligible expense. Recommendation: $251,646 The property purchase represents a high priority In the Consolidated Plan. ADMINISTRA TIONjF AIR HOUSING: L. Mid Peninsula Citizens for Fair Housing Fair Housing Services 2005-06 Request: $10,200 Annual Goal: Fair housing education to the housing industry, investigating allegations of discrirnination (6 cases a year). Project Description: Provide fair housing assistance to the city of Cupertino, including conducting presentations, counseling housing providers, and investigating allegations of discrimination. Recommendation: $10,200 ($1,750 per low and moderate income client) The prograrn will provide a valuable service to the City of Cupertino, however, it appears that the agency serves fewer and fewer low and moderate income clients each year. At the recommendation of the local HUD office, the agency will only receive reimbursement for serving low and moderate-income Cupertino residents. Staff is suggesting a reimbursement rate of $1,750 per low and moderate-income client. Mid-Peninsula Citizens for Fair Housing has been providing Cupertino's fair housing services for many years. Staff likes the consistency of having Mid-Peninsula Citizen's for Fair Housing continue the program. Staff would like to require that the agency be required to meet with local apartment managers annually to review fair housing law and provide informational meeting for tenants on fair housing. AFFORDABLE HOUSING FUND: M. Affordable Housing Placement Program Cupertino Community Services 2005-06 Request: $65,000 Annual Goal: Provide placement and necessary support services to 75 households (250 individuals). Continue current services and expand the program to encornpass the entire BMR program. IS-/3 Exhibit A Project Description: Cupertino Cornrnunity Services has been responsible for the screening and placement services for ten senior units located at Chateau Cupertino as well as below market rate rental units. They maintain a waiting list for qualified applicants and provide services to those placed in the affordable units. The agency purchased a four- plex on Greenwood Court that serves as transitional housing for the Rotating Shelter Program. Recommendation: $65,000 (Mfordable Housing Fund) The agency has successfully performed the necessary task of screening and placement for Chateau Cupertino, City Center Apartments and compiling waiting lists for the below market rate program. Cupertino Community Services also continues to expand services beyond the scope specified by the City. The city of Cupertino oversaw the Below Market Rate program and monitored the BMR rentals at Forge-Homestead and Aviare Apartments. However, limited staff time made auditing the Aviare and Forge-Homestead programs impossible. Last year's $10,000 funding increase enabled CCS to devote a full-time employee to the program. This employee is responsible for auditing Aviare and Forge- Homestead Apartments, as well as handling all BMR ownership resale requests. The staff person would also assemble procedural manuals for both the ownership and rental programs. These rnanuals will assist any new staff person taking over the program as well as document procedures. 15-/e¡ Exhibit B TABLE2A Priority Needs Summary Table PRIORITY Priority Need HOUSING NEEDS level Unmet GOALS (households) High. Medium, low Need - 0-30% H 121 64 Small Related 31-50% H 130 95 51-S0% L 33 38 0-30% M 41 3 Large Related 31-50% M 43 41 51-80% L 32 38 Renter 0-30% M 65 21 Senior 31-50% M 65 25 51-80% L 30 10 0-30% L 0 0 All Other 31-50% L 0 0 51-80% L 0 0 0-30% H 104 25 Owner (BMR ownership units) 31-50% M 64 3 51-S0% L 56 40 Special Needs (Rotating shelter~ Housing authority 0-80% H 343 115 numbers and Su ort Network Total Goals 518 Total 215 Goals 518 Total 215 Renter Goals 450 Total 215 Owner Goals 68 /5"- ;)0 Exhibit B TABLE 2B Community Development Needs . .. . . . . . .. .. . o' . . . . . : . . . . . .. . .. . . PUBLIC FACILITY NEEDS --¡;:;;oiec~ Senior Centers L Handicapped Centers L Homeless Facilities M 26 $6,500,000 $25,000 Youth Centers L Child Care Centers M 37 $9,250.000 Health Facilities L NeÜ!hborhood Facilities L Parks and/ or Recreation Facilities M $1,325,000 $800,000 Parkin2: Facilities L Non-Residential Historic Preservation L Other Public Facilitv Needs L INFRASTRUCTURE Inroiech;) Water/Sewer Improv.ements L Street Improvements M $3,750,000 $750,000 Sidewalks M 30,000 LF $375,000 $75.000 Solid Waste Disposal Improvements L Flood Drain Imorovements M $1,275.000 $975,000 Pedestrian/Bicycle Facilities M $5.975.000 $875,000 Traffic Facilities M $795,000 $795.000 PUBLIC SERVICE NEEDS ~onle\ Senior Services H 350 $595.000 $21,867 Disabled Services L Youth Services L 32 $40,677 $10,000 Child Care Services M 37 $55,500 Transportation Services M $10.800 Substance Abuse Services L Emplovment Training H 59 $147,500 $10,000 Health Services L Lead Hazard Screening . L Crime Awareness L Domestic Violence Support H 26 $11,700 $5,900 Food. Clotliing and Other Basic Needs M 1,910 $47,750 $8,333 ECONOMIC DEVELOPMENT ED Assistance to For-Profits(businesses) M * ED Technical Assistance{businesses) M * Micro-Enterprise Assistance{businesses) L Rehab; Publicly- or Privately-Owned Commercial/Industrial (oroiects) L C/I* Infrastructure DevelopmeniIWoiects) L Other ClIo Imorovementsloroiects) L PLANNING Planning M $750,000 $50,000 TOTAL ESTIMATED DOLLARS NEEDED: $30,893,127 $4,411,900 15<1{ .~ CITY OF CUPERJINO City of Cupertino 10300 Torre Avenue Cupertino, CA 95014 (408) 777-3308 FAX (408) 777-3333 Summary Agenda Item No. _ Community Development Department Housing Services Agenda Date: April 5, 2005 Subject: Consider adopting a resolution regarding the use of third program year (2005-06) Community Development Block Grant (CDBG) Funds and Begin Review of the 2005-06 Annual Action Plan, Resolution No. 05-057 Recommendations: The CDBG Steering Committee recommends that the City Council approve the following allocations for the use of the 2005-2006 CDBG program funds and begin review of the FY 2005- 06 Annual Action Plan as required by the federal department of Housing and Urban Development (BUD). 2005-06 CDBG Allocation: Public Service Grants: Catholic Charities - Long Term Care Ombudsman CCS - Comprehensive Assistance Program CCS- Rotating Shelter Program Emergency Housing Consortium - Emergency Shelter Live Oak Adult Day Services - Senior Adult Day Care Outreach and Escort - Special Needs Transportation Second Harvest Food Bank - Operation Brown Bag Senior Adults Legal Assistance - Legal Assistance Support Network for Battered Women -Domestic Violence Co nstru ction/ Acq uisitionlRehab Economic and Social Opportunities Cleo Avenue Excess Land Purchase Program Administration: Administration Mid-Peninsula Citizens for Fair Housing 2005-06 Affordable Housing Fund Allocation: CCS- Affordable Placement Program TOTAL: $71,200.00 $0.00 $19,000.00 $24,750.00 $4,000.00 $10,100.00 $0.00 $0.00 $11,500.00 $1,850.00 $268,625.00 $45,000.00 $223,625.00 $94,961.00 $84,761.00 $10,200.00 $65,000.00 $65,000.00 $499,786.00 IS-d.d- Use of third program year Community Development Block Grant Funds and review of Annual Action Plan (05-06) April 5, 2005 Pa2:e 2 of1 Background: The City of Cupertino will receive a CDBG entitlement of approximately $434,807 for fiscal year 2005-06, plus a reallocation of $40,000 in projected program income. This is Cupertino's third year as an entitlement jurisdiction receiving the CDBG grant directly from HUD. HUD regulations require that projects selected for funding benefit very low and low-income households, eliminate a blighted area, or address an urgent (emergency) community need. In addition, only certain types of activities qualify under the CDBG regulations. Examples of eligible activities are: · Removal of barriers to the handicapped · Public improvements · Public service activities · Affordable housing developments . Property acquisition for affordable housing . Rehabilitation of affordable units Of the $434,807 entitlement Cupertino will receive, $94,961 may be used for administration of the program and fair housing services and $71,221 may be used to fund public service activities. Federal regulations do not allow the city to use more than 15% of the combined total of the entitlement and any projected program income ($40,000) for public service activities. Federal regulations also prohibit the use of more than 20% of the entitlement plus proj ected program income to be used for administration of the grant. Included in the program administration category are fair housing activities. Public service activities must benefit very low and low-income households and include activities such as childcare, placement services, senior legal services, etc. The remainder of the grant is available for activities such as the purchase of land for affordable housing, rehabilitation of qualifying units, construction of affordable units and public improvements in low and very-low income neighborhoods. Staff received two applications for this pool of CDBG funds. Request for Proposals: In late January, staff distributed a Notice of Funding Availability (NOFA) to approximately 30 non- profit organizations. Exhibit B is the mailing list used for both the NOF A. Out of those organizations, 12 proposals were received. With the exception of Second Harvest Food Bank, Catholic Charities Long Term Care Ombudsman Program and Outreach and Escort all of the applicants are recommended to receive CDBG funding. The CDBG Steering Committee is also proposing that Outreach and Escort, Catholic Charities Long Term Care Ombudsman Program, Second Harvest Food Bank, a portion of Support Network for Battered Women and the remainder of the CCS Comprehensive Assistance Program be considered by the City Council for funding under the General Fund Human Service Grant Program. A brief description of each proposal along with staff recommendations is included in Exhibit A. Detailed information on each request is provided in the applications included with your packet. CDBG Steering Committee: On February 18, 2003, the City Council approved a draft Citizen Participation Plan. In order to begin expending CDBG dollars the City is required to have a Citizen Participation Plan, Consolidated Plan and an Annual Plan in place. As part of the Citizen Participation Plan, the City fonned a CDBG Steering Committee. The Steering Committee is comprised of the Cupertino Housing Commission and the four appointed citizens. Currently there are two vacancies on the CDBG Steering Committee. Although many citizens have expressed interest in the Committee, few have applied. The Council may C:\Documents and Settings\kiersaw\LocaJ Settings\Temporary Internet Fîles\OLK30\CCCDBG.doc 1'5-;23 Use of third program year Community Development Block Grant Funds and review of Annual Action Plan (05-06) AprilS, 2005 Pag-e ~ of3 want to consider restructuring the Housing Commission to include members from the two target areas considered to be low-mod income areas (Rancho Rinconada and Garden Gate). The CDBG Steering Committee's responsibility is to evaluate the proposals received and forward funding recommendations to the City Council. On March 16, 2005 the CDBG Steering Committee met and conducted a public hearing on the FY 2005-06 CDBG funding allocation. The Committee heard presentations from all but one of the applicants and recommended the staff recommendation, with one amendment, be forwarded to the City Council. The Committee expressed disappointment that for the second year in a row, Support Network for Battered Women was not present to represent its application. IT 2005-06 Annual Action Plan: Federal regulations require that each entitlement jurisdiction prepare an Annual Action Plan and submit the plan no later than May 15th of each year. The Annual Action Plan is a one-year plan which describes the eligible programs, projects and activities to be undertaken with funds expected during the program year (Fiscal Year 2005-2006) and their relationship to the priority housing, homeless and community development needs outlined in the approved Consolidated Plan. Furthermore, Federal regulations require the plan be made available for 30 days for public review and comment. The FY 2005-06 Annual Action Plan was released for public review on April 1, 2005 for the 30-day review period. A notice was placed in the local paper informing the public of its availability. On May 3,2005 the City Council will hold a public hearing to approve the Annual Action Plan for submittal to HUD. In addition, the CDBG Steering Committee will also meet and discuss the plan on April II, 2005. PREPARED BY: Vera Oil, Senipr Planner REVIEWEdO YÁ../----i //,.\ - ¡ ,.." ~ ..,;....£-¡:..¡;JL '" ·Steve Piasecki, Director of Community Development APPROVED FOR SUBMITTAL: 9S\l David W. Knapp City Manager Attachments: Resolution No. 05-057 Exhibit A: Summary of Applications Exhibit B: CDBG Mailing List Exhibit C: Funding Recommendations Table Applications for CDBG funding Fiscal Year 2005-06 Annual Action Plan C:\Documents and Settings\kiersaw\Local Settings\Temporary Internet Files\OLK30\CCCDBG.doc 15-;;1 ß\ ~"-·"'£'t ~''''''~:, t' ..., ~,' I;~',"C ~ C '"'-¡~, ~ RESOLUTION NO. 05-057 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AUTHORIZING SUBMITTAL OF FUNDING PROPOSALS FOR THE 3rd (2005-06) PROGRAM YEAR OF THE COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM WHEREAS, the Housing and Community Development Act of 1974 provides that funds be made available for the Community Development Block Grant program; and WHEREAS, the City of Cupertino wishes to apply for funds as an Entitlement Jurisdiction under said Act; and WHEREAS, the City of Cupertino understands that it shall receive $434,807 in CDBG funds; NOW, THEREFORE BE IT RESOLVED that the City of Cupertino hereby certifies that the projects being proposed for funding meet the certifications outlined in Section 570.303 of the Community Development Block Grant Administrative Regulations; and BE IT FURTHER RESOLVED that the City Manager is hereby authorized to submit the project proposals approved by the City Council to HUD: BE IT FURTHER RESOLVED that the City Council of the City of Cupertino hereby authorizes the City Manager to execute the agreements for allocation of third program year (2005-06) Community Development Block Grant funds. PASSED AND ADOPTED at a special meeting of the City Council of the City of Cupertino this 5th day of April 2005 by the following vote: Vote Members of the City Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino I S-Z,S EXHIBIT A SUMMARY OF CDBG AND AFFORDABLE HOUSING FUND APPLICATIONS PUBLIC SERVICE GRANTS: A. Catholic Charities of Santa Clara County Long Term Care Ombudsman Program 2005-06 Request: $4,375 Annual Goal: Provide advocacy for 228 unduplicated Cupertino residents and investigate and resolve 20 complaints. Project Description: Provide advocacy for Cupertino residents in long term care facilities to ensure they have a voice in their own care and treatment. The program will receive, investigate and resolve any complaints associated with the care of these long term care facility :-esidents. Recommendation: $0 from CDBG, encourage City Council to consider funding $4,165 from Human Service Grants program. The program meets a high priority according to Table 2B of the Cupertino Consolidated Plan. This program was previously funded at this same level through the Human Services Grants program of the Cupertino General Fund. B. Cupertino Community Services Comprehensive Assistance Program 2005-06 Request: $54,000 Annual Goal: Provide support services to 1500 unduplicated Cupertino households. Project Description: Cupertino Community Services has provided support services to the West Valley's low and very-low incorne households since 1973. Support services include a food pantry, clothing closet and rental assistance. Recommendation: $19,000 from CDBG, encourage City Council to fund $23,000 from the Human Service Grants Prograrn. The agency provides necessary services to Cupertino residents. Since this activity is a mediurn priority need in the Cupertino Consolidated Plan, staff cannot recommend fully funding this activity. 15-2~ EXHIBIT A C. Cupertino Community Services Rotating Shelter Program 2005-06 Request: $25,000 Annual Goal: Provide a maximum of 90 days shelter to 80 homeless persons per year in churches located in Cupertino, Saratoga and Sunnyvale. The program also provides counseling and other support services to help stabilize the guest's long term housing situation. Project Description: A total of 11 churches and one synagogue in Cupertino, Sunnyvale, Saratoga and Santa Clara participate in the program, 11 of which are "host" churches. Each of the "host" churches provides shelter for a 30-day period. These "host" churches have the responsibility of providing the guest with meals; YMCA passes for showers, etc. CCS provides additional support to the shelter guests, including job counseling and assistance in finding transitional and permanent housing. Recommendation: $24,750 Cupertino Community Services has been very successful in administering this program and it remains one of the most successful rotating shelter programs in the county. CCS has applied to the cities of San Jose and Sunnyvale and has been successful at receiving County Emergency Shelter Grant funding. Staff recommends the City continue its commitment to the Rotating Shelter Program. D. Emergency Housing Consortium, Inc. Ernergency Shelter Program 2005-06 Request: $4,000 Annual Goal: Provide emergency shelter to 25 unduplicated Cupertino residents at emergency shelter facilities throughout Santa Clara County. Project Description: Provide 2,000 nights of shelter and supportive services to meet the needs of 25 unduplicated homeless Cupertino residents. Recommendation: The program meets Consolidated Plan. $4,000 a high priority according to Table 2B of the Cupertino 15-;17 EXHIBIT A E. Live Oak Adult Day Services Adult Day Care for Seniors 2005-06 Request: $10,200 Annual Goal: Provide "scholarships" to six Cupertino low-income seniors enabling them to receive adult day care at the facility. Project Description: Cupertino Senior Day Services provides services for seniors at risk of being institutionalized. Seniors can be dropped off at the Cupertino facility to receive care and participate in recreational activities while family members are working. Recommendation: $10,100 As the Cupertino population ages, more seniors are in need of this valuable service. Cupertino does not have a large inventory of senior assisted living units, programs such as Cupertino Senior Day Services provides families with an alternative to moving parents and older family members into an assisted living setting. F. Outreach and Escort Special Needs Transportation 2005-06 Request: $13,500 Annual Goal: Provide 12,500 discounted trips to 300 eligible Cupertino residents. Project Description: provides frail seniors and disabled adults with door-to- door transportation to medical appointments, shopping, adult daycare, senior nutrition programs, etc. Requested funds will be used to subsidize $1.00 of the $3.50 rider's fare charged to Cupertino residents under the ADA/Para transit Program. Recommendation: $0 from CDBG, encourage City Council to consider funding $9,180 from Human Service Grants program. Although this is a worthwhile program that provided a needed service a Cupertino population, there is not enough money in the CDBG Public Service budget to fund this program. 15-?8 EXHIBIT A G. Second Harvest Food Bank of Santa Clara and San Mateo Counties Operation Brown Bag 2005-06 Request: $5,000 Annual Goal: Provide food allohnents to 75 unduplicated Cupertino residents. Project Description: Provide brown bags filled with food donations to Cupertino seniors at Union Church of Cupertino. Recommendation: $0 from CDBG, encourage City Council to consider funding $4,590 from Human Service Grants program. The program meets a high priority according to Table 2B of the Cupertino Consolidated Plan. This program was previously funded at this same level through the Human Services Grants program of the Cupertino General Fund. H. Senior Adults Legal Assistance 2005-06 Request: $11,667 Annual Goal: Serve 60 Cupertino seniors. Project Description: Senior Adults Legal Assistance (SALA) provides free legal services to low and very low-income seniors at the Cupertino Senior Center. Legal services provided are in the axea of consumer complaints, housing, elder abuse, and simple wills. Recomrnendation: $11,500 Several yeaxs ago, the city council directed staff to work with SALA to increase their services and funding level. The Cupertino Senior Center has stated that the increased grant has helped trernendously during the past few years and would like to encourage the city to continue funding the agency at the increased funding level. I. The Support Network for Battered Women Domestic Violence Services for Cupertino Families 2005-06 Request: $7,000 Annual Goal: Serve a total of 14 unduplicated Cupertino residents. Project Description: The Support Network operates Santa Clara County's only 24-hour, crisis line for victims of domestic violence. The shelter provides support services including 15-29 EXHIBIT A emergency housing to battered women. Recommendatioµ: $1,850 from CDBG and encourage City Council to fund $4,000 from Human Service Grants program. The Support Network for Battered Wornen provides a valuable resource to Cupertino residents as well as law enforcement officers in the city. However, the agency has not had a representative present at the CDBG Steering Committee meeting for the past two years and the Committee views this as a lack of commitment to the program. CONSTRUCTlON/ ACQUlSITlONjREHABILIT A TlON PROJECTS: J. Economic and Social Opportunities Housing and Energy Services Program 2005-06 Request: $45,000 Annual Goal: Provide home improvement services to 14 Cupertino residents. Project Description: Economic and Social Opportunities' Housing and Energy Services Program assists low and very-low income Cupertino residents with home maintenance and removal of code violations. Recommendation: $45,000 The program will provide a valuable service to the City of Cupertino since the city no longer has a rehabilitation program. Many applications for the current rehab program administered by the County of Santa Clara are for small items such as grab bars and water heater replacements. Iterns such as these would be handled through this program. K. Cleo Avenue Property Purchase 2005-06 Request: $231,646 Annual Goal: Purchase excess Caltrans property at Cleo Avenue and Highway 85 for the development of affordable housing units. Project Description: Since April 2000 staff has been working with Caltrans to purchase excess Caltrans property to develop affordable housing. An agreement to purchase needs to be entered into by April 11, 2005 to secure the property. Under the CDBG prograrn, the purchase is an eligible expense. J5-3c> EXHIBIT A Recommendation: $223,625 The property purchase represents a high priority In the Consolidated Plan. ADMINISTRA TIONjF AIR HOUSING: L. Mid Peninsula Citizens for Fair Housing Fair Housing Services 2005-06 Request: $10,200 Annual Goal: Fair housing education to the housing industry, investigating allegations of discrimination (6 cases a year). Project Description: Provide fair housing assistance to the city of Cupertino, including conducting presentations, counseling housing providers, and investigating allegations of discrimination. Recommendation: $10,200 ($1,750 per low and moderate income client) The program will provide a valuable service to the City of Cupertino, however, it appears that the agency serves fewer and fewer low and moderate income clients each year. At the recommendation of the local HUD office, the agency will only receive reimbursement for serving low and moderate-income Cupertino residents. Staff is suggesting a reimbursement rate of $1,750 per low and rnoderate-income client. Mid-Peninsula Citizens for Fair Housing has been providing Cupertino's fair housing services for many years. Staff likes the consistency of having Mid-Peninsula Citizen's for Fair Housing continue the program. Staff would like to require that the agency be required to meet with local aparhnent managers annually to review fair housing law and provide informational meeting for tenants on fair housing. AFFORDABLE HOUSING FUND: M. Mfordable Housing Placement Program Cupertino Community Services, Cupertino 2005-06 Request: $65,000 Annual Goal: Provide placement and necessary support services to 75 households (250 individuals). Continue current services and expand the program to encompass the entire BMR program. 15-3/ EXHIBIT A Project Description: Cupertino Community Services has been responsible for the screening and placement services for ten senior units located at Chateau Cupertino as well as below rnarket rate rental units. They maintain a waiting list for qualified applicants and provide services to those placed in the affordable units. The agency purchased a four- plex on Greenwood Court that serves as transitional housing for the Rotating Shelter Program. Recommendation: $65,000 (Affordable Housing Fund) The agency has successfully performed the necessary task of screening and placement for Chateau Cupertino, City Center Apartments and compiling waiting lists for the below market rate program. Cupertino Community Services also continues to expand services beyond the scope specified by the City. The city of Cupertino oversaw the Below Market Rate program and monitored the BMR rentals at Forge-Homestead and Aviare Apartments. However, limited staff time made auditing the Aviare and Forge-Homestead programs impossible. Last year's $10,000 funding increase enabled CCS to devote a full-time ernployee to the program. This employee is responsible for auditing Aviare and Forge- Hornestead Apartments, as well as handling all BMR ownership resale requests. The staff person would also assemble procedural manuals for both the ownership and rental programs. These manuals will assist any new staff person taking over the program as well as document procedures. 15-3().. Mr. Richard Konda Asian Law Alliance 184 E. Jackson Street San Jose, CA 95112 Sylvia Hines Support Network for Battered Women 1975 W. EI Camino Real, Suite 205 Mountain View, CA 94040 Paul Tatsuta Economic and Social Opportunities 1445 Oakland Road San Jose, CA 95112 Colleen Hudgen Live Oak Adult Day Services 1147 Minnesota Avenue San Jose. CA 95125 Ann Marquart Project Sentinel 430 Sherman Ave. Suite 310 P?'" Alto. CA 94306 Marjorie Rocha Mid-Peninsula Citizens for Fair Housing 457 Kingsley Avenue Palo Alto. CA 94301-3222 Beatrix Lopez Social Advocates for Youth 538 Valley Way Milpitas. CA 95035-4106 Jaclyn Fabre Cupertino Community Services 10104 Vista Drive Cupertino. CA 95014 Georgia Bacil Senior Adults Legal Assistance 160 East Virginia. Suite 260 Street, San Jose. CA 95112 Barbara Galvan ARIS Project 380 North First Street, #200 San Jose, CA 95112 Rick Crook Hope Rehab. Services 1777 Agnew Road. Santa Clara. CA 95054 Barry Del Buono Emergency Housing Consortium 150 Almaden Blvd.. Suite 500 San Jose. CA 95113 Help House the Homeless 70 West Hedding Street. LL Wing San Jose. CA 95110 Bill Schwartz Outreach 926 Rock Ave., Suite 10 San Jose. CA 95131 Kay Walker Crippled Children's Society 2851 Park Avenue Santa Clara. CA 95050 Mary Rose Delgadillo Next Door-Solutions to Domestic Violence 1181 North Fourth Street, #A San Jose, CA 95112 Debbie Parker Housing for Independent People 481 Valley Way Milpitas, CA 95035 Concern for the Poor. Inc. 1590 Las Plumas San Jose, CA 95133 Legal Aid Society of SCC 480 North First Street San Jose. CA 95103-0103 Law Foundation SCC Bar Association 111 West St. John Street San Jose, CA 95113 EXHIBIT B NOVA 505 W. Olive Ave. Suite 600 Sunnyvale CA 94086 Curt Willig Occupational Training Institute/ DeAnza College 21250 Stevens Creek Blvd. Cupertino. CA 95014 Christine Giusiana Cupertino Chamber of Commerce 20455 Silverado Avenue Cupertino CA 95014 Candace Capogrossi Housing Authority of Santa Clara County 505 W. Julian Street San Jose, CA 95110 Fran Wagstaff Mid-Peninsula Housing Coalition 658 Bair Island Road, Suite 300 Redwood City. CA 94063 Carol Galante BRIDGE Housing Corporation 1 Hawthorne St. San Francisco, CA 94105 Jeff Oberdorfer First Community Housing 2 N Second Street #1250 San Jose. CA 95113 Kathy Robinson Charities Housing Corporation 195 E. San Fernando St. San Jose. CA 95112 Silicon Valley Habitat for Humanity 888 North First Street. #302 San Jose, CA 95112 Ron Morgan Community Housing Developers 255 North Market St.. Suite 290 San Jose. CA 95110 I 5 - 3 3 ò.,sian Americans for Com. Involvement AOO Moorpark Avenue San Jose, CA 95128 United Way Silicon Vailey 1922 The Alameda San Jose, CA 95126-1430 Neighborhood Housing Services Silicon Valley 1156 North Fourth Street San Jose, CA 95112 Sobrato CET Center 701 Vine Street San Jose. CA 95110 Beth W. DeWolf Second Harvest Food Bank 750 Curtner Ave. San Jose, CA 95125-2118 Council on Aging 2115 The Alameda San Jose, CA 95126 Northwest YMCA 20803 Alves Drive Cupertino, CA 95014 Community Foundation of Silicon Valley 60 S. Market Street. Suite 1000 San Jose, CA 95113 Bob Campbell Project Match 512 Valley Way Milpitas. CA 95035 EXHIBIT B County Homeless Coordinator County Government Center, East Wing 70 West Hedding Street San Jose. CA 95110 Gertrude Welch 10605 Gascoigne Drive Cupertino. CA 95014 Betsy Arroyo Community Technology Alliance 115 Gish Road. Suite 222 San Jose. CA 95112 Donna DiMonico Long Term Care Ombudsman Program Catholic Charities of Santa Clara County 2625 Zanker Road San Jose, CA 95134 15-3</ t:xhibitC City of Cupertino Community Development Block Grant (CDBG) Program Funding Recommendations FY 2005-06 434,807 40.000 94,961 71,221 268,625 $ $ $ $ $ Entitlement Amount: Projected Program income: CDBG Admin Amount (20% of entitlement and program income): Public Service Amount (15% of entitlement and program income): Amount available for Construction, Site Acquisition and Rehabilitation - 4.165 23.00Q 4,OOQ 44.935 Húman SerVice Grants 9,180 4.590 ..'. ,- -,.., ^,. ,.,," ",.. ,-, .. ~ :, '- .., CDBGSteering Committee .'.c..,'.:.,.--··'..-:.·...::.:'.'.'.:·.:::,.:."·"·.:..:·'.:..:..:..'.:::.......'.....--. ~ "Recommendations' 4.375 $ $ 4,165 $ $ 54,000 $ 19,000 $ 23.000 $ 19,000 $ 25,000 $ 24.750 $ $ 24,750 $ 4,000 $ $ $ 4.000 $ 10,200 $ 10,100 $ $ 10,100 $ 13,500 $ $ 9.180 $ $ 5,000 $ $ 4.590 $ - $ 11,667 $ 11,500 $ $ 11,500 $ 7.000 $ 5.850 $ $ 1,850 $ 45,000 $ 45.000 $ $ 45.000 $ 223,625 $ 223,625 $ $ 223.625 $ 10,200 $ 10.200 $ $ 10.200 $ 65,000 $ 65,000 $ $ 65,000 $ 478.567 $ 415.025 $ 40.935 $ 415,025 $ H:\-CDBG\CDBG Funding Cylce Materiais\CC Reports\Funding Recommendations Table,xls Agency,r /'·,_.,·,'A_f"·-' _.''¡' _,','" -,.',..~.! .. -- - ,,,". 'c_\:<:;"" ~>;},:~_, "\',.", ,;-,~:~":.:"..."... '_><i<.< ,.;,:-.:__:-~'.'; ',,':.,:., ~l':(""- - ':-Ù'-:}',:;r'{:-;:1' ,,".. Catholic Charities Long Term Care Ombudsman Program !l 4.165 CCS - Comprehensive Assistance Program !l 23,007 CCS - Rotating Shelter Program !l 25.000 Emergency Housing Consortium !l Live Oak Adult Day Services t 17,920 Outreach and Escort - Special Needs Transportation t - 20d Harvest Food Bank - Operation Brown Baa ~ 4,590 Senior Adult Legal Assistance t 11.667 $ Support Network for Battered Women t 5,900 ~ ESO - Housing and Energy Services Program t 45,000 ~ Cleo Avenue Property Purchase t - ~ Midpeninsula Citizens for Fair Housing t 1 0.200 ~ CCS - Affordable Placement Program $ 65,000 $ Totals $' 212.449 $ - I Item No. I A B C D E F G H I J K L M -- lS\ , l., U\ CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CD'BG) PROGRAM SECOND YEAR FUNDING CYCLE FY 2005/2006 STANDARDIZED APPLICATION FOR FUNDING 1. APPLICANT ORGANIZATION: Date: Februarv 24. 2005 Agency Name: Catholic Charities of San Jose. dba Catholic Charities of Santa Clara Countv Street Address: 2625 Zanker Road. Suite 200 City: San Jose £: EXECUTIVE DIRECTOR: Diane P. Saign Signature: ~J~ e.ßó , State: CA 95134-2107 Phone No: (408) 468-0100 Fax No: (408) 944-0275 E-Mail: dsaign@ccsi.or¡¡ 2. PROJECT NAME: Long Tenn Care Ombudsman Program Brief Project Description: The Long Term Care Ombudsman Program will work on the behalf of Cupertino's frail. chronically ill and sociallv isolated long term care residents to provide multiple services: receive. identify. investigate and resolve complaints: protect the legal rights of residents: advocate for systemic change: provide information and consultation to residents and their families: publicize issues of importance to esidents. As independent advocates Ombudsmen will provide communitv contact through regular visitation to long term care facilities and positivelv influence the outcome of com¡¡laints or disputes. Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Seniors / Disabled Project Address/Location: 2625 Zanker Road. Suite 200 San Jose. CA 95134-2107 CONTACT PERSON/TITLE: Donna DiMinico. Program Director Phone No: (408) 944-0567x26l Fax No: (408) 944-0776 E-Mail: donnadíqJ,ccsi.org 3. FUNDS REQUESTED: $ 4375. Total Proj ect Costs $412.960. Is this a Public Service Project: Yes.y No D Cost Per Service Unit or Per Client: $18.23 Funds Requested from Cupertino in FY 04/05: $5.410. Funds Received in FY 04/05: $4.165* * General Fund Number of proposed unduplicated Cupertino beneficiaries: 240 Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median mcome: 0-30% (Extremely low) 47 J ~eµ) 15J~ 31-50% (Very low) 45 51-80% (low) 68 City of Cupertino StandordizedApp/icationfor Funding FY 05/06 I /5-3(" 4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLlCA TED CLIENTS SERVED: Provide a brief description of the specifIc project being þtDþosed. This description should dearly state what the project intends to provide or accomplish and the specific activities for which funds will be used. It should describe the City of Cupertino target population and geographic boundaries oftarget areas. Also indicate the specific type and number of total unduplicated project beneficiaries (e.g. 50 lower income families, 25 homeless persons, 100 lower income households, etc.). The Long Term Care Ombudsman Program will provide advocacy on behalf of residents of Cupertino's 9 long term care facilities to make sure they have a voice in their own care and treatment. The Program will receive, identify, investigate, and resolve complaints (20/yr), including violations of personal rights and allegations of elder abuse for primarily elderly (60+) long tenn care residents. Our clients are in the presumed benefit categories of seniors (85%) and persons with disabilities (15%). As independent advocates, certified Ombudsmen will provide community contact through regular visitation (56/yr) to long term care facilities during which they speak with residents (228/yr unduplicated) and make themselves available to answer questions and listen to concerns, providing residents with the opportunity to develop personal and confidential relationships and creating an environment for registering complaints. Regular Ombudsman visitation will promote an improved quality of care and positively influence the outcome of complaints ensuring the protection residents' rights. We anticipate that residents will experience a sense ofreduced isolation thIough community contact from a Long Term Care Ombudsman. Residents will be better able to recognize violations of their personal rights and enhance their quality of life by exercising the right to intervention by an Ombudsman to mediate fair resolution of problems. The Program will provide information and consultation (1 presentation/yr) to residents and their families, and raise community awareness of its services, issues of importance to long term care residents, and trends in long term care through outreach and education. These are existing services. The Program is unique and unduplicated, the only provider of services to residents of Cupertino's 24 hour licensed long term care facilities with legal access to long term care facilities and residents 7 days a week. The Program is also distinct in its community volunteer component. 5. PROJECT PURPOSE AND OBJECTIVES: Specify objectives project intends to accomplish and identify desired outcomes and benefits. How does the purpose and objectives meet the oriority needs? 1. OMBUDSMAN PRESENCE The Program will demonsttate and maintain an ongoing Regular Ombudsman visitation will promote an improved quality of presence to residents in Cupertino's long term care facilities care, a sense of reduced isolation and positively influence the through a sufficient number of trained and certified resolution of complaints, emphasizing the protection of residents' Ombudsmen rights. l.a. Conduct 56 on site visits to Cupertino long term care facilities. l.b. Personal contact with 228 residents in Cupertino long term care facilities 2. COMPLAINT INVESTIGATION The Program will receive, identify, respond to, investigate, The regular presence of Ombudsmen will provide frail, vulnerable, and mediate fair resolution of residents' problems in long chronically ill individuals with physical or mental impairments that term care facilities. prevent them from living independently the opportunity to develop 2.a. 100% response to complaints received by telephone or confidential relationships and create an envirorunent for safely during facility visits. registering complaints. Cupertino long term care residents will be better able to recognize violations of their personal rights and 2.b. Investigate a minimum of 20 complaints and advocate enhance their quality of life by exercising the right to intervention by for fair resolution. an Ombudsman to mediate fair resolution of problems. 3. COMMUNITY EDUCATION Residents, providers and the comnumity will gain greater The Program will provide information and consultation to residents understanding of long term care issues or trends through a and families, and raise community awareness of its services, of presentation by the Program issues and trends of importance to long term care residents through 3.a. 100% response to consumer inquiries for information outreach and education. about long term care facilities' location, services, performance and citation records. and practices. 3.b. Conduct I community presentation on long term care issues or trends. City of Cupertino 2 Standardized Application for Funding FY 05106 /5-37 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. Catholic Charities has administered the Long Term Care Ombudsman Prog,am in Santa Clara County since 1981. At the present time the experience of the Ombudsman assigned to this Cupertino activity ranges from 17 years to 2 months. Staff have backgrounds in long term care, social work, training and mediation. The skills needed to be an Ombudsman are diverse and sophisticated, and include the ability to communicate effectively with providers and regulators, family members and representatives of community organizations, and most importantly, residents. Communication skills must include the ability to interview and to effectively elicit facts and then to document the facts and information obtained. Ombudsmen generally possess good verbal and written communication skills, strong interpersonal skills, and familiarity with the long term care environment and with other local community resources. The Program Director oversees daily operations, including the monitoring of facility coverage and complaint investigation by paid and volunteer certified Ombudsmen. Field Ombudsmen receive, identify, investigate, and seek resolution of complaints made by or on behalf of residents in long term care facilities. This position's focus is advocacy for the institutionalized. Program Assistant position's primary purpose is to provide comprehensive administrative support services to the Program Director, staff and volunteers, and to conduct detailed telephone intake of complaints and reports of elder/dependent adult abuse. Volunteer Supervisor recruits, trains, supervises and supports Long Term Care Ombudsman volunteers. The Program is designed to be community-based and volunteer driven. The Program recruits trains, and, after a minimum 36 hours of classroom training and 12 hours of internship, recommends volunteers for certification as Long Term Care Ombudsmen by the CA State Ombudsman and CA Department of Aging. Ombudsman volunteers make site visits to long term care facilities, interview residents, receive, identify, investigate and resolve complaints, and witness Advanced Health Care Directives. Once certified, volunteers are required to attend a minimum of 12 hour oftraining each fiscal year .0 maintain certification. On a monthly basis Ombudsmen are required to submit a Monthlv Activitv Summarv Form documenting number of facility visits, number of unduplicated resident contacts, and hours. Ombudsmen also submit Case/ComDlaint ReDort Forms for each complaint opened, investigated, and the disposition/resolution identified. Documentation is reviewed and analyzed in relationship to objectives. The Program Director will review objectives and plan on a quarterly basis. The Program is monitored by II other cities, by the Council on Aging (Area Agency on Aging), Catholic Charities, and the Office of the State Long Term Care Ombudsman. 7. AGENCY DESCRIPTION AND PREVIOUS CDBG. HOME OR ESG ACCOMPLISHMENTS: Please give a brief general description of your agency and the services provided. Also provide a brief description of your agency's experience in providing the proposed services. If previously funded, what where goals and accomplishments ofCDBG projects. Catholic Charities serves and advocates for families and individuals in need, especially those living in poverty. Rooted in gospel values, we work to create a more just and compassionate community in which people of all cultures and beliefs can participate. Catholic Charities clientele include frail elderly, youth-at-risk, single parent and kinship care families, individuals with disabilities and mental illness, and those newly settled in this county Catholic Charities has held the contract to provide Long Term Care Ombudsman Services in Santa Clara County for over 20 years. In recent years, the Program has received funding from the City of Cupertino's General Fund Program. Measurable objectives have been met or exceeded for those contracts. During FY 04-05 first quarter (10/1-12/31/04), the Long Term Care Ombudsman Program contacted liD unduplicated residents, conducted 37 site visits, investigated and resolved 29 complaints and delivered a community education presentation on elder abuse to the staff of the facility, Sunnyview Manor on 11/19/04. City of Cupertino Standardized Application for Funding FY 05/06 3 /5-3 ð' 8. AUDIT INFORMATION: Please provide the date of the most recent audit of your organization. Describe any findings or concerns that may have been cited in the audit or in any accompanying management letter particularly any pertaining to the use of CDBG funds. Also, describe any actions taken to correct identified findings or concerns. The last audit was conducted for the year ending June 30, 2004 and was completed on September 22, 2004 by Grant Thornton, 150 Almaden Blvd., Suite 600, San Jose, CA 95113, and (408) 275-9000. There were no reportable conditions identified during the course of the audit. The management letter discusses some minor control issues that had no material effect on the financial statements. The board reviewed the audit, agreed with the auditor's recommendations, and have commenced with their implementation. 9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT1: SOURCE ESTIMATED AMOUNT STATUS' Older American Acts 242,027 Anticipated renewal of existing Funds Federal/State allocation CitieslTowns of 131,735 Applications submitted and Campbell, Los Altos, pending . Los Gatos, Milpitas, Morgan Hill, Mountain View, Palo Alto, San Jose, Santa Clara and SunnyVale City of Cupertino 4,375 United Way 2,565 Anticipated renewal of existing allocation Catholic Charities 5,038 Anticipated renewal of existing Community allocation Contribution Fundraising / Donations 27,220 Anticipated revenue ESTIMATED TOTAL PROJECT COST: $ 412 960 (Should equal total project cost on cover page) 1 Include all sources offunds including CDBG allocations. , Should indicate the status of commitment of funding source, ie. secured, committed or application pending with anticipated dates of final funding decisions. City of Cupertino 4 Standardized Application for Funding FY 05/06 /5-39 CITY OF CUPERTINO PROJECT WORK PLAN FY 2005/2006 10. 23.2005 DATE PREPARED februa AGENCY NAME Çatholic Charities of San Jose. dba Catholic Charities of Santa Clara CQunt PROJECT NAME Lo.ng Term Care Ombudsman Program Benchmarks or Beneficiaries For Each Quarter Quantify When Possible 2nd JiT ¡n> Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Specific Activities TOTAL 228 57 57 57 lit 57 l.a. Personal contact with 228 unduplicated residents of Cupertino long tenn facilities. 56 14 14 14 14 to Cupertino long tenn l.b. Conduct 56 on site visits care facilities. 1. OMBUDSMAN PRESENCE Regular Ombudsman visitation will promote an improved quality of care, a sense of reduced isolation and positively influence the resolution of complaints, emphasizing the protection of residents' rights. 100% 100% 100% 100% 100% 2.a. 100% response to complaints received by telephone or during facility visits. 20 100% 1 5 100% 1 5 100% 5 100% 5 100% and 3.a. 100% response to consumer inquiries for infonnation about long tenn care facilities' location, services, perfonnance and citation records and practices. 3.b. Conduct I community presentation on long tenn care issues or trends 2.b. Investigate a minimum of 20 complaints advocate for fair resolution. 2. COMPLAINT INVESTIGATION The regular presence of Ombudsmen will provide frail, vulnerable, chronically ill individuals with physical or mental impainnents that prevent them from living independently the opportunity to develop confidential relationships and create an environment for safely registering complaints. Cupertino long tenn care residents will be better able to recognize violations of their personal rights and enhance their quality of life by exercising the right to intervention by an Ombudsman to mediate fair resolution of problems. 3. COMMUNITY EDUCATION The Program will provide infonnation and consultation to residents and families, and raise community awareness of its services, of issues and trends of importance to long tenn care residents through outreach and education. Standardized Applicatian for Funding FY 05/06 5 -- Y' - City of Cupertino f; BUDGET For Amount Requested FY 2005/2006 11. 2005 23 Date Prepared: febI1JÄ Catholic Charities of San ,lose. dba_Catholic Charities_ oCSanta Clara_Count Ageucy Name: BUDGET FOR YEAR ram Long Term Care Ombudsman Pro Name: Project 3,410 CATEGORY SALARIES: Persouuel! Benefits! Payroll 330 Taxes OFFICE EXPENSE: Rent Telcphone/Fax Printing Travel Utilities Office Supplies Postage Equipment Maintenance /Repair Administration I IT 635 PROJECT EXPENSES: Accounting Services Auditing Fees Insurance Davis Bacon Compliance PROJECT CONSTRUCTION: Appraisal Engineering Services Architectura1lDesign Acquisition $4,375 Standardized Application for Funding FY 05/06 6 TOTAL: City ofCuperlino -- l1\ , ./::. ......... i~. ;"'i~:\,'; '....,...> .' JJ¡~" CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SECOND YEAR FUNDING CYCLE FY 2005/2006 STANDARDIZED APPLICATION FOR FUNDING 1. APPLICANT ORGANIZATION: DATE: February 18,2005 Agency Name: Cupertino Community Services Street Address: 10104 Vista Drive City: Cupertino Zip: 95014 EXECUTIVED~S7,: Jacl n,PhJJoRg-Eabr~ / -¡ Sianature' ,/'" , .' , , ----~/ þ . " - ¿;:/\~,----~-~.'._..."_...~:~~'";:~~'~-; Phone No: 408-255-8033 Fax No:- 408-366-6090 :;:;. '-"- Email: i aclvnf@cuDertinocommunitvservices.org 2. ,) ~ROJECT NAME: Comprehensive Assistance Program yJi\ Brief Project Description: The Comprehensive Assistance Program provides basic needs support to rfprt 3,000 extremelv low to low-income West Valley residents. Cupertino residents and homeless individuals com rise of 45% of CCS client 0 ulation. Services include food clothina shelter emergency cash assistance, in orma 10 re erral and case management. Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Food. Clothing and Other Basic Needs (M) The Cupertino Consolidated Plan states an unmet priority need of 1,910. Project Address/Location: 10104 Vista Drive. Cupertino/Various Host Congregations CONTACT PERSON/TITLE: Erica HeadleylDirector of Housing Services Phone No: 408-255-8033 Fax No: 408-366-6090 Email: ericah@cllDertinocommunitvservices.org 3. FUNDS REQUESTED: $54,000 Total Project Costs: $376.709 Is this a Public Service Project: Yes X No 0 Cost Per Services Unit or Per Client: $125iclient Funds Requested from Cupertino in FY 03/04: $54,000 Funds Received in FY 03/04: $19.143 Number of proposed unduplicated Cupertino beneficiaries: 3.000 homeless or low-income individuals Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median income: 0-30% (Extremely low) 80% 31-50% (Very low) 16% 51-80% (Low) 4% City of Cupertino Standardized Application for Funding FY 05/06 1 I '5-4~ 4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICA TED CLIENTS SERVED: Provide a brief description of the specific project being proposed. This description should clearly state what the project intends to provide or accomplish and the specific acti vities for which funds will be used. It should describe the City of Cupertino target population and geographical boundaries of target areas. Also indicate the specific type and number of total unduplicated project beneficiaries (e.g. 50 lower income families, 25 homeless persons, 100 lower income households, etc.). In fiscal year 2005-2006, Cupertino Community Services' Comprehensive Assistance Program (CAP) will serve over 3,000 extremely-low to low-income residents and homeless people from West Valley area, including Cupertino, West San Jose, surrounding areas, De Anza college students, and families in the Cupertino School District. The CAP Food Pantry, staffed by community volunteers, will distribute over 150,000 pounds offood to 3,000 very-low and low-income individuals. Clients can visit the food pantry on a weekly basis. Services are tracked in a central database. Food sources include Second Harvest Food Bank, USDA food program, community food drives and local groceries stores. CAP also solicits from the community and distributes special need items such as fresh vegetables and holiday food baskets. Vouchers are available for dietary and ethnic specific needs. Additionally. we will utilize volunteer resources to increase food pantry operating hours--from 5 hours to 6 hours every day. The CAP Emergency Cash Assistance service will provide over $100,000 in direct assistance and vouchers for rental assistance, deposits. utilities payments, clothing, medical expenses, hotel/motel and transportation to 400 households. CCS administers funds provided by United Way Emergency Assistance Network, PG&E Reach, Northern California Grantmakers, FEMA, EHAP, The Salvation Anny, St. Joseph's Catholic Church Outreach Fund, Assistance League and the Housing Industry Foundation. Case managers work closely with individuals and families to determine qualifications, needs and capabilities to stabilize. Cash assistance is not for on going support but to help people who face unexpected financial setbacks. The one-time financial assistance prevents the destabilization of individuals and households with critical needs. In addition to meeting the basic physical needs of our clients, CCS also offers a variety of unique holiday programs. During the December holidays, CAP Adopt-a-Family program channels the generosity of the community to those in need. Staff matches families who have little with which to celebrate the holidays, to those who want to share what they have with others. Other seasonal programs include back to school shopping spree, summer camps, and backpack giveaway programs. Over $100,000 of in-kind gifts will be leveraged to benefit participants. All of CCS' services and outreach efforts are available in English, Spanish, Vietnamese, Chinese and Russian. CCS continues to recruit linguistically diverse staff and volunteers to ensure our accessibility to the diverse population that we serve. City of Cupertino Standardized Applicationjor Funding FY 05/06 2 15-"13 5. PROJECT PURPOSE AND OBJECTIVES: Specify objectives project intends to accomplish and identify desired outcomes and benefits. How does the purpose and objectives meet the priority needs. According to the San Francisco/Bay Area Housing Crisis Report Card published in June 2002 by The Non-Profit Housing Association of Northern California and the Greenbelt Alliance. afulltime worker must earn $27.36 an hour in order to afford a 2-bedroom apartment in the Bay Area. This equals to approximately a $56.900 annual salary. The average household income for people seeking services at CCS is approximately $25,000. Many of the households served are working poor. While they have a difficult time making ends meet, they may not necessarily qualify for public assistance. CCS is their primary source of basic support. The United Way Trends Report states that one-fifth of all households in Silicon Valley have trouble achieving economic self-sufficiency due to the high cost of living. CCS programs and services represent a regional approach and is recognized in the City of Cupertino 2003-2005 Consolidated Plan as "necessary services to Cupertino residents" to prevent "at-risk" individuals andfamiliesfrom becoming homeless. The goal of the program is to help individuals and families become stabilized or to prevent them from becoming destabilized. · The Food Pantry will distribute over 150,000 pounds offood to 3,000 very-low and low-income individuals. · The Emergency Cash Assistance service will provide over $100,000 in direct assistance and vouchers to 400 households. · The Seasonal programs, including back to school shopping spree, summer camps, and backpack giveaway programs, will leverage over $100,000 of in-kind gifts to 300 benefit participants. CCS is the main provider of critical basic human services to West Valley communities. The majority of CCS clients are single mothers and their children. 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. Program Director (100%): ensure Program compliance withfunders and CCS policies and procedures; case management; analyze case records; maintain program statistics and produce reports; maintain in- kind donation network; monitor and distribute direct assistance cash fund; solicit community resources. Program Manager (100%): perfonn client intake and annual re-certification; provide on-going case management; manage all seasonal special programs. Program Assistant (50%): manage day-to-day operation of the Food Pantry & Clothing Closet; assist with client intake & infomwtion referrals. Volunteer Manager (50%): volunteer recruitment, training and scheduling; community outreach and community relations. The Executive Director (10%), Bookkeeper (15%): Provide operational and administrative support. City oj Cupertino Standardized Application/or Funding FY 05/06 3 /5-4'1 7. AGENCY DESCRIPTION AND PREVIOUS CDBG, HOME OR ESG ACCOMPLISHMENTS: Please give a brief general description of your agency and the services provided. Also provide a brief description of your agency's experience in providing the proposed services. If previously funded, what were goals and accomplishments of CDBG projects. CCS has been serving the community for 30 years. CAP uses best practices to achieve our results. CCS consistently surpasses program goals and milestones. During the last fiscal year 2003-2004, CCS distributed the $132,158 in vouchers and cash assistance; distributed 323,825 pounds offood. From July to December of this year we have already served 2,028 individuals; distributed $59,256 in vouchers and cash assistance; distributed 158,522 pounds offood. The success of the program is that we are able to respond in a timely manner to the multitude of clients' emergency needs, ranging from food to pennanent housing. CCS has been supported by the City of Cupertino for many years through the Human Services General Fund in the amount of $54,000. During 2002/2003, the City of Cupertino recognized that over the previous two years the demand for services increased by 43%; because of this we were granted additional funding through CDBG. The total Program budget for CAP is $376,709. We are requesting 15% from the City of Cupertino in the amount of $54,000 to fund CAP. We have a dedicated staff working on this project. The CCS staff is diverse and represents the community that we serve. Staff language skills include English, Spanish, Vietnamese. Chinese and French. The fund will be used to support staff salaries and benefits. 8. AUDIT INFORMATION: Please provide the date of the most recent audit of your organization. Describe any findings or concerns that may have been cited in the audit or in any accompanying management letter particularly any pertaining to the use of CDBG funds. Also, describe any actions taken to correct identified findings or concerns. We received a clean audit with no aCC¡nYing management ~or the F~;'~~. .. ;-X:'. w~t {\I'~ Ciry of Cupertino Standardized ApplicationJor Funding FY 05/06 4 15-~5 9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT]: SOURCE ESTIMATED AMOUNT STATUS Cupertino CDBG 54,000 Pending Citv of San Jose 80,000 Pending United Way-EAN 32,160 Pending Salvation Armv 43,000 Committed FEMA 10,000 Committed Corporations 40,000 Anticipated Valley Foundation 20,000 Anticipated Individuals & Groups 40,000 Anticipated CCS Reserve Funds 57,549 Anticipated ESTIMATED TOTAL PROJECT COST: $376,709 (Should equal total project cost on cover page) I Include all sources of funds including CDBG allocations. City of Cupertil10 Standardized Applicationfor Funding FY 05/06 5 IS-'-/h 2 Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with anticipated dates of final funding decisions. City of Cupertino Standardized Applicationfor Funding FY 05/06 6 15-47 CITY OF CUPERTINO PROJECT WORK PLAN FY 200512006 18,2005 DATE PREPARED Februar Services ertino Communit AGENCY NAME Cu PROJECT NAME Com Benchmarks or Beneficiaries For Each Quarter Quantify When Possible ram Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) rehensi ve Assistance Pro Specific Activities 4th 3rd 2nd TOTAL 3,000 750 750 750 1st 750 ndividuals annually. i 3,000 · Provide ongoing support through a food pantry, clothing closet and seasonal programs · 150,000 37,500 37,500 37,500 37,500 be · 150,000 pounds of food wi distributed Provide vouchers for transportation, clothing, medical needs, baby & new mother needs · $100,000 $25,000 $25,000 $25,000 $25,000 · $100,000 direct assistance cash and vouchers will be distributed Provide emergency cash assistance to decrease eviction utility shut-offs, and unmet medical needs. · 400 100 Standardized Application for Funding FY 05/06 100 100 100 · 400 households will receive emergency vouchers or cash assistance. 6 Provide a variety of volunteer opportunities for the community. City of Cupertino · ....... '-'I , -r:. I:>(, BUDGET For Amount Requested FY 2005/2006 2005 18 Date Prepared: Februar Services Agency Name: Cupertino Communit ram rehensi ve Assistance Pro Com Name Project BUDGET FOR YEAR $54,000 CATEGORY SALARIES: Personnel Benefits OFFICE EXPENSE: Rent TeIephoneIFax Printing Travel Utilities Office Supplies Postage Equipment MaintenancelRepair PROJECT CONSTRUCTION: Accounting Services Auditing Fees Insurance Davis Bacon Compliance PROJECT CONSTRUCTION: Appraisal Engineering Services Architec!uraVDesign Acquisition Standardized Application for Funding FY 05/06 7 $54,000 TOTAL: City of Cupenino - 1..1\ I -t::. ~ I~' '(;L':\ (Ji:}:;t ,","0', "ú',"Y, W1. CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SECOND YEAR FUNDING CYCLE FY 2005/2006 STANDARDIZED APPLICATION FOR FUNDING 1. APPLICANT ORGANIZATION: DATE: February 18,2005 Agency Name: Cupertino Community Services Street Address: 10104 Vista Drive City: Cupertino Zip: 95014 EXECUTIVE DIRECTOR: Jaclvn Phuol1l':Fab're---------. ---) ""é.-) / '\ Signature: ./ / , '~--_--0 - --- :- \ i / __...¿~ -=--____ ...-' I....-.£:;-~-- - Phone No: 408-255-8033 Fax No: 408-366-6090 Email: i ad ynf@CllDertinocommunitvservices.orE: 2. PROJECT NAME: Rotating Shelter Program B11ef Project Description: The Rotating Shelter Program provides shelter, meals, intensive case management and a wide variety of support services_ The Shelter Program can accommodate fifteen (15) pa¡1icipants per night and participants can stay for UP to ninety (90) days. Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Special Needs Housing- Homeless (H): Emplovment Training (H): Food. Clothing and other basic needs (M): Transportation Services (M) Project Address/Location: 10104 Vista Drive, Cupertino/Various Host Congregations CONTACT PERSONiTITLE: Erica HeadleylDirector of Housing Services Phone No: 408-255-8033 Fax No: 408-366-6090 Email: ericah@cUDertinocommunitvservices.orQ: 3. FUNDS REQUESTED: $25,000 Total Project Costs: $147.566 Is this a Public Service Project: Yes X No 0 Cost Per Services Unit or Per Client: $40.99/client per night Funds Requested from Cupertino in FY 04/05: $25,000 Funds Received in FY 04/05: $25.000 Number of proposed unduplicated Cupertino beneficiaries: 80 homeless annuallv Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median Income: 0-30% (Extremely low) 100% 31-50% (Very low) _ 51-80% (Low) City of Cupertino Standardized Application for Funding FY 05/06 1 I ~-5D 4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICATED CLIENTS SERVED: Provide a brief description of the specific project being proposed. This description should clearly state what the project intends to provide or accomplish and the specific activities for which funds will be used. It should describe the City of Cupeliino target population and geographical boundaries of target areas. Also indicate the specific type and number of total unduplicated project beneficiaries (e.g. 50 lower income families, 25 homeless persons, 100 lower income households, etc.). Cupertino Community Services, in collaboration with an alliance of religious congregations known as, "Faith in Action, " began operation of its Rotating Shelter Program in August 1991. The Rotating Shelter Program provides shelter, meals, intensive case management and a wide variety of support services. The Shelter Program can accommodate fifteen (15) participants per night and participants can stay for up to ninety (90) days. The Shelter Program rotates on a monthly basis to various participating congregations. The host congregations provide the housing facility, meals and additional support to the participants. CCS provides operational support, program management, case management, and staff ovemight supervision. The funding requested from Cupertino CDBG will be used for shelter staff salaries and operational expenses. There is no other program in the immediate Cupertino area providing the shelter and support services offered by the Rotating Shelter Program. The shelter serves approximately 80 homeless men annually. 5. PROJECT PURPOSE AND OBJECTIVES: Specify objectives project intends to accomplish and identify desired outcomes and benefits. How does the purpose and objectives meet the priority needs? Each potential participant is carefully screened to ensure they are alcohol and drug free, as well as ready to seek, find, and maintain employment. All applicants have no or very-low income. The Shelter Program objectives are: o To meet the basic human needs onhe participants; o To provide participants with the tools necessarv to secure f!ainful emplovment; o To assist the participants in openinf! and buildinf! a savinf!s account; o To assist the participants with findinf! secure housinf!. CCS focuses on the long-term goal of stabilization through extensive case management and providing supportive services. CCS provides a continuum of care to aid the individual with finding employment, pennanent housing and acquiring savings. Through CCS. participants can access the new onsite Technology Center, private voicemail, laundry services, medical care, dental care, optical care, counseling, transportation, and many various vouchers. CCS' annual project outcomes are: o 80 homeless men will receive shelter, food. and case manaf!ement; o 60% will find and/or maintain emplovment durinf! their stav at the shelter; o 60% will find stable housinf! upon leavinf! the shelter. Graduating shelter participants will have access to resources through our After Care Program. The CCS Transitional Housing and Affordable Housing Placement Program are available to qualified graduates of the Shelter Program. City of Cupertino Standardized Applicationfor Funding FY 05/06 2 /5-51 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, inc1uding proposed staff time and staff functions. Program Manager (75%): conduct intake and assessment of applications; provide referrals; process applicants for admission; provide ongoing case management; provide shelter and food; provide overnight supervision; provide support and referral for guest to gain employment; coordinate and meet with shelter host faith groups, Faith in Action; solicit community resources for guests (work clothes, medical care, counseling. etc.). The Shelter Supervisors (100%): provide overnight supervision; provide referrals; provide ongoing peer support; ensure nightly compliance with program policies and procedures. The Director of Housing Services (5%): ensure Program compliance withfunders and CCS policies and procedures; volunteer coordination; community outreach and community relations; analyze case records; maintain program statistics and produce reports; solicit community resources for participants (work clothes, medical care, counseling. etc.). The Executive Director (15%), Bookkeeper (15%), and Program Assistant (15%): Provide operational and administrative support. 7. AGENCY DESCRIPTION AND PREVIOUS CDBG, HOME OR ESG ACCOMPLISHMENTS: Please give a brief general description of your agency and the services provided. Also provide a brief description of your agency's experience in providing the proposed services. If previously funded, what were goals and accomplishments of CDBG projects. For over the past 30 years, CCS has been the primary source of emergency services for families and individuals in the West Valley area, which consists of West San Jose, Cupertino, Los Gatos, Monte Sereno and Saratoga. The Rotating Shelter was established in 1991 at the request of local churches. The Program has tremendous community support. The Program is designed to provide services specifically called for in the Santa Clara County Consolidated Plan 2000-2005 of "preventing homelessness and shortening the time people are homeless through provisions of housing with supportive services". The participants receive high-quality services and mentorship from community members. In the past two years, CCS served 213 shelter participants with a 72% success rate of graduating clients' achieving/maintaining employment, staying clean and sober. and transitioning into stable housing. CCS is a community based organization and places an emphasis on community involvement. Many of our volunteers are former clients. Additionally, we also hire former homeless individuals as program staff. We also seek the feedback from the service population with periodic client surveys. Case managers receive input from clients and share them with all program staff on a regular basis. Additionally, CCS is a small agency where Program Directors and the Executive Director come in daily contact with clients. This allows for direct community communication with CCS management. Through immediate and ongoing assistance and the" continuum of care, " CCS will continue to improve the general welfare of the low-income and homeless clients served. City of Cupertino Standardized ApplicationJor Funding FY 05/06 3 is-S'')'' 8. AUDIT INFORMATION: Please provide the date of the most recent audit of your organization. Describe any findings or concerns that may have been cited in the audit or in any accompanying management letter particularly any pertaining to the use of CDBG funds. Also, describe any actions taken to correct identified findings or concerns. We received a clean audit with no accompanying management letter for the fiscal year 200312004. 9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT!: SOURCE ESTIMA TED AMOUNT STATUS City of Cupertino 25,000 Pending FEMA 22,000 Pending City of Sunnyvale 20,000 Pending Salvation Army 5,000 Committed City of San Jose 19,550 Pending CCS 56,016 Anticipated ESTIMATED TOTAL PROJECT COST: $147.566 (Should equal total project cost on cover page) 1 Include all sources of funds including CDBG allocations. 2 Should indicate the status of commitment of funding source, Le. secured, committed or application pending with anticipated dates of final funding decisions. City of Cupertino Standardized ApplicalÎonjor Funding FY 05/06 4 IS-53 CITY OF CUPERTINO PROJECT WORK PLAN FY 2005/2006 18,2005 DATE PREPARED Februar Services AGENCY NAME Cupertino Communi! Benchmarks or Beneficiaries For Each Quarter Quantify When Possible 2nd 3rd 4t ram Products or Milestones to be accomplished (Use Specific Numerical Data When Possihle) Shelter Pro PROJECT NAME Rotatin Specific Activities TOT AL 100 25 25 25 l' 25 · 100 homeless people will receive general assistance and referrals annually referrals Provide · 80 20 20 20 20 · 80 homeless men will receive shelter, food, case management annually · 60% will find employment · 60% will find stable housing · Provide shelter and food · Provide overnight supervision · Provide support and referral for guests to gain employment. 5,400 1,350 1,350 1,350 1,350 · Provide approximately 5,400 individual meals, shelter space and on going supervision and case management (actual daily cost per person approximately $36.87) annually $150,000 $37,500 $37,500 $37,500 $37,500 · 30 community groups and congregation will provide over $150,000 worth of food, volunteer support and space annually · Provide support services: -Volunteer coordination -Community relation and outreach Standardized Application/or Funding FY 05/06 5 City of Cupertino ...... Vl ~ ~ BUDGET Amount Requested FY 2005/2006 For 2005 18 Date Prepared: Februar Services Agency Name: Cupertino Communit ram Shelter Pro Rotatin Name: Project BUDGET FOR YEAR $22,000 $3,000 CATEGORY SALARIES: Personnel Benefits OFFICE EXPENSE: Rent TelephonelFax Printing Travel Utilities Office Supplies Postage Equipment MaintenancelRepair PROJECT CONSTRUCTION: Accounting Services Auditing Fees Insurance Davis Bacon Compliance PROJECT CONSTRUCTION: Appraisal Engineering Services ArchitecturallDesign Acquisition , Standardized Application for Funding FY 05/06 6 $25,000 TOTAL: City of Cupertino - VI. , ~ \.11 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SECOND YEAR FUNDING CYCLE FY 2005/2006 STANDARDIZED APPLICATION FOR FUNDING 1. APPLICANT ORGANIZATION: Date: 2/24/05 Agency Name: Emergency Housing Consortium (doing business as EHC LifeBuilders) Street Address: 150 Almaden Blvd. Suite 500 City: San José State: CA E~ECUTIVE DI~RECTOR: ~arrv Del Buono _ SIgnature: ill ~ I . . Phone No: (408) 539-2115 Fax No: (408) 286-5102 E-Mail: bdelbuono@ehclifebuilders.org 2. PROJECT NAME: Housing and Services for Cupertino Homeless Program Brief Project Description: Provides 2.000 nights of shelter and services to 25 unduplicated homeless Cupertino residents. including emergency shelter. transitional housing and permanent supportive housing. Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Provide shelter and affordable rental housing with supportive services to verv low income homeless Cupertino residents. Project Address/Location: Multiple locations throughout Santa Clara County - see Addendum A CONTACT PERSON/TITLE: Erin Stanton, Development Officer Phone No: (408) 539-2111 Fax No: (408) 286-5102 E-Mail: estantoníakhclifebuilders.org 3. FUNDS REQUESTED: $4,000 Total Project Costs $49.608 Is this a Public Service Project: Yes ¡z;] No 0 Cost Per Service Unit or Per Client: $24,80/PSD* ($2.00 PSD cost to Cupertino) *PSD = Person Shelter Day Funds Requested from Cupertino in FY 004/05: $4,000 Funds Received in FY 04/05: none Number of proposed unduplicated Cupertino beneficiaries: 25 Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median mcome: 0-30% (Extreme1y low) 24 (95%) 31-50% (Very low) 1(5%) 51-80% (low) City of Cupertino Standardized Appiicationfor Funding FY 05/06 15~51o 4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLlCATED CLIENTS SERVED: Provide a brief description of the specific project being proposed. This description should clearly state what the ßoject intends to provide or accomplish and the specific activities for which funds will be used. It should describe the City of Cupertino target population and geographic boundaries of target areas. Also indicate the specific type and number of total unduplicated project beneficiaries (e.g. 50 lower income families, 25 homeless persons, 100 lower income households, etc.). The Housing and Services for Cupertino Homeless Program will serve 25 unduplicated homeless Cupertino residents by providing 2,000 nights of housing, shelter and supportive services designed to help participants attain self-sufficiency and permanent stable housing. Program participants include homeless families with children, single adults, and unaccompanied homeless and runaway youth. 95% are extremely low income, earning less than 30% of Area Median Income. Cupertino residents will have access to EHC LifeBuilders' full Continuum of Care, including emergency shelter, transitional housing programs, and permanent supportive housing. EHC LifeBuilders' services include basic needs (food, clothing, etc.), housing location assistance, vocational training, job development, computer classes, ESL and educational services for adults, educational and recreational activities for children, and referrals and assistance accessing public services. Cupertino residents can receive services at all ofEHC LifeBuilders' sites throughout Santa Clara County. The majority are served at our regional shelters and housing programs in Sunnyvale, Santa Clara and San José. The bulk of services provided in this program focus on housing services, housing counseling and employment training to facilitate clients' success in attaining self-sufficiency and finding and maintaining permanent housing. Housing counseling is provided in case management sessions and in housing search workshops, as well as through individual information and referral. Employment services include comprehensive assessments of vocational skills and needs conducted by case managers in one-on-one sessions in addition to workshops and lasses onjob search techniques and vocational skills. Case managers also provide support and guidance to help clients follow through with their individual plans for achieving employment and housing. The success of this program in providing shelter and supportive services to help clients move from shelter housing to owner- occupied or rental permanent housing has earned EHC LifeBuilders' two Blue Ribbon Best Practice Awards from HUD in 1998 and 1999. 5. PROJECT PURPOSE AND OBJECTIVES: Specify objectives project intends to accomplish and identify desired outcomes and benefits. How does the purpose and objectives meet the priority needs? The purpose of the Housing and Services for Cupertino Homeless Program is to end the homelessness of Cupertino residents through the provision of affordable rental housing or shelter and a comprehensive array of supportive services, including housing counseling and employment services. The project proposes to serve 25 un duplicated Cupertino residents with 2,000 Person Shelter Days (PSD). (A "PSD" is EHC LifeBuilders' unit of service, representing a single day/night of shelter and the attendant support services for one person.) The outcomes that will be achieved by this project are: · 75% of case-managed clients will attain stable housing; · 80% of case-managed clients will increase their self-sufficiency, as measured by increased skills and/or income; and · 80% of clients in permanent supportive housing will maintain their housing for at least 6 months. The project meets high priority needs in the Cupertino Consolidated Plan by providing affordable rental housing, 'helter and supportive services to very low and extremely low income homeless families and individuals. City of Cupertino Standardized Application for Funding FY 05/06 2 IS-57 6. PROJECT MANAGEMENT Jriefly describe how the project will be managed and administered, including proposed stafftime and staff functions. Overseen by EHC LifeBuilders' Board of Directors, this project is administered by EHC LifeBuilders' President and CEO, supported by a team of Division Directors. The project will be managed by the Assistant Director of Programs for Homeless Single Adults (15%) and the Assistant Director of the Family Division (15%). They will be responsible for the implementation and evaluation of the program. These managers will be assisted by case managers and shelter staff to ensure efficient and effective assistance is provided to the target population. The program staff will continue to maintain and build on our well-established collaborative relationships with other social service agencies and private companies, and will oversee the solicitation and collection of in-kind donations and the recruitment and training of volunteers. Additional project staff includes the following: . Case Manager (100%) provides housing referrals, housing counseling and day-to-day support and guidance in the development of a personal housing and financial plan for each shelter client. Case managers anchor EHC LifeBuilders' extensive network of services, personalizing resources and facilitating each client's transition to independent living. . Shelter Workers (1 - 100%; 4 part-time for 5 months) provide for the day-to day needs of shelter residents, including reception of the guests, providing information and referrals, distributing personal necessities such as clothing, linens and toiletries, assisting with meals, and assuring the safety of the guests and shelter. AGENCY DESCRIPTION AND PREVIOUS CDBG. HOME OR ESG ACCOMPLISHMENTS: Please give a brief general description of your agency and the services provided. Also provide a brief description of your agency's experience in providing the proposed services. Ifpreviously funded, what where goals and accomplislunents ofCDBG projects. EHC LifeBuilders is a non-profit shelter, housing, and service organization that has been providing housing and services to homeless residents of Santa Clara County for 25 years. EHC LifeBuilders serves a diverse population, including families, single adults, runaway and homeless youth, domestic violence victims, seniors, veterans, and people with mental illness, substance abuse issues or dual diagnosis (both mental illness and substance abuse disorder). EHC LifeBuilders provides a full Continuum of Care, including emergency shelters, transitional housing programs, and permanent supportive housing. At each point along the Continuum, EHC LifeBuilders enhances its housing with a wide range of supportive services designed to address the variety of circumstances that cause homelessness and help people overcome barriers to self-sufficiency. These services include educational and vocational programs, medical and mental health care, substance abuse recovery programs, life skills workshops and legal support. EHC LifeBuilders receives CDBG funding from most cities in Santa Clara County and it has a strong record of successfully meeting or exceeding contract goals. Although it is not currently funded by the City of Cupertino, the City has supported EHC LifeBuilders through its participation in the Urban County CDBG process in previous years. In the past few years, the number of Cupertino residents receiving services in EHC LifeBuilders' programs has grown tremendously. In program year 2000-2001, EHC LifeBuilders served 11 Cupertino residents. This number grew to 18 in 2001-2002, 24 in 2002-2003, and 29 in 2003-2004. EHC LifeBuilders has lready served 21 Cupertino residents only a little more than halfway through program year 2004-2005. City of Cupertino Standardized Application for Funding FY 05/06 3 J 5 -58 8. AUDIT INFORMATION: .'lease provide the date of the most recent audit of your organization. Describe any [mdings or concerns that may have been cited in the audit or in any accompanying management letter particularly any pertaining to the use of CDBG funds. Also, describe any actions taken to correct identified findings or concerns. EHC LifeBuilders' audit for year ending June 30, 2004 was completed on September 13, 2004. Over the past two years, EHC LifeBuilders has devoted considerable energy to evaluating and developing processes to provide a higher level of compliance when managing its government grants. At the end ofPY 02-03, the Business Advancement Division was restructured to make grant compliance its major focus. To that end, EHC LifeBuilders hired a Compliance Manager, who developed and implemented the following: A master calendar of reporting and requests for reimbursements; Procedures for reporting and requesting reimbursements; Completion of an Accounting/Financial Procedures Manual; Quarterly reviews of all government grants with each EHC LifeBuilders' division; Procedures for tracking capital grants and project development; and in coordination with the Property Management Director, completion of a Property Management Manual. Quarterly grant reviews include progress on both outcomes and financial compliance. For more detail, see attached Audit, Mànagement Letter, and Agency Response. 9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT!: SOURCE ESTIMATED AMOUNT STATUS" U.S. Dept. ofHUD $15,514 Committed FEMA $1,152 Committed SCC Cold Weather Shelter Program $3,328 Committed SCC Mental Health Department $1,393 Pending (5/05) SCC Social Services Agency $2,458 Pending (5/05) Program Rent $5,000 Committed United Way $1,000 Committed Private Donations $15,763 Committed ESTIMATED TOTAL PROJECT COST: $49,608 (Should equal total project cost on cover page) 1 Include all sources of funds including CDBG allocations. Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with anticipated dates of fmal funding decisions. 4 Standardized Applicationfor Funding FY 05/06 /5-51 City of Cupertino CITY OF CUPERTINO PROJECT WORK PLAN FY 2005/2006 10. DATE PREPARED 2/17/05 AGENCY NAME EHC LifeBuilders TOTAL Benchmarks or Beneficiaries For Each Quarter Quantify When Possible .2"" 3'" 4" l' Cupertino Homeless Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) and Services for Specific Activities PROJECT NAME Housin 25 6 7 6 6 Operate Sobrato Family Living Center, Markham Terrace and Boccardo Reception Center and Open Sunnyvale Armory for Winter to provide project services to 25 unduplicated clients with 2,000 PSD's Provide shelter and affordable rental housing to very low and extremely low income families and adults 2,000 25 400 6 600 7 600 6 400 6 Provide case management to 25 unduplicated clients. Provide case management sessions (average 1 hour per week) 5 1 2 1 1 develop Individual Service Plans 5 households will Provide housing and financial assessment for each non-armory family and individual 80 20 20 20 20 Clients will have access to 80 housing and employment workshops throughout the year to accomplish their goals (NOTE: other skill building workshops are offered as well. but their numbers are not included here) Schedule housing and employment workshops 20 5 5 5 5 Make 20 visits to housing and employment resources to facilitate placing clients in housing and emrlovment. Develop and cultivate relationships with landlords and employers in target areas Standardized Applicationfor Funding FY 05/06 5 - U\ ~ City of Cupertino () BUDGET For Amount Requested FY 2004/2005 11 2/17/05 Date Prepared EHC LifeBuilders Agency Name: ram and Services for Cupertino Homeless Pro Housin Name: Project BUDGET FOR YEAR $4,000 CATEGORY SALARIES: Persnnnel Benefits OFFICE EXPENSE Rent TelephonelFax Printing Travel Utilities Office Snpplies Postage Equipment Maintenance /Repair PROJECT EXPENSES Accounting Services Auditing Fees Insurance Davis Bacon Compliance PROJECT CONSTRUCTION: Appraisal Engineering Services ArchitecturallDesign Acquisition Standardized Applicationfor Funding FY 05/06 6 $4,000 TOTAL: City of Cupertino ...... U\ I \)' ....... Addendum A EHC LifeBuilders' Facilities February 2005 COLD WEATHER SHELTER* - SUNNYVALE NATIONAL GUARD ARMORY (Emergency Shelter- Winter Only) 629 West Maude Avenue, Sunnyvale, CA 94086 JAMES F. BOCCARDO REGIONAL RECEPTION CENTER* (BRC) - EMERGENCY AND TRANSITIONAL FOR SINGLES AND FAMILIES 20 II Little Orchard Street, San Jose, CA 95125 So BRA TO F AMIL Y LIVING CENTER* - EMERGENCY, TRANSITIONAL AND PERMANENT HOUSING FOR FAMILIES 1509 Agnew Road, Santa Clara, CA 95054 MARKHAM TERRACE* (FORMERLY MONTEREY GLEN INN) PERMANENT HOUSING FOR SINGLE ADULTS 2112 Monterey Road, San Jose, CA 95112 MARKHAM PLAZA * PERMANENT HOUSING FOR SINGLE ADULTS 2010 Monterey Road, San Jose, CA 95112 GIFFORD TRANSITIONAL HOUSING FOR SINGLE MOTHERS WITH CHILDREN 325,327,329 Gifford Street, San Jose, CA 95125 OUR HOUSE YOUTH SHELTER AND DROP-IN SERVICE CENTER 31 North Fifth Street, San Jose, CA 95112 SUPPORTIVE HOUSING FOR SINGLE Y OUNG ADULTS (OUR HOUSE TRANSITIONAL LIVING PROGRAM) 282 East Younger Street, San Jose, CA 95112 TRANSITIONAL HOUSING FOR SINGLE ADULTS WITH DISABILITIES 1077-1089 North Fifth Street, San Jose, CA 95112 BOCCARDO FAMILY LIVING CENTER IN SAN MARTIN (BFLC) (EMERGENCY AND TRANSITIONAL FOR FAMILIES) 13535 Monterey Highway, San Martin, CA 95046 COLD WEATHER SHELTER- GILROY NATIONAL GUARD ARMORY (EMERGENCY SHELTER - Winter Only) 8490 Wren Avenue, Gilroy, CA 95020 *Primary Sites for Housing and Services for Cupertino Homeless Program /5~;).. CITY OF CUPERTINO COMMUNITY DEÝELOPMENT BLOCK GRANT (CDBG) PROGRAM SECOND YEAR FUNDING CYCLE FY 2005/2006 STANDARDIZED APPLICATION FOR FUNDING 1. APPLICANT ORGANIZATION: Date: February 14, 2005 Agency Name: Street Address: LIVE OAK ADULT DAY SERVICES 1147 Minnesota Avenue San Jose 20920 McClellan Road City: Cupertino CA 95125 (Admin.) State: CA 95014 EXECUTIVE DllŒCTORo "'n~~ Signature: C4 ~Ó~ Phone NoA08 971-9363 Fax No: 408 971-9079 --. - E-Mail: liveoak@attgloba1.net 2. PROJECT NAME: Senior Adylt Day Care! Caregiver Respite B . fP . t D . t· Recreational adult day care for frail elderly and dependent, ne roJec escnp lOn: low-inc.ome seniors provld1.ng SQC1.aJ. experlences, c.ompaulmu:shlp i:;I.uJ lHJ.lJ...L.l~ULL:. 1ut!.c.l-=>. Respite and support services, counseling Rnd referrals for family caregivers~ Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Servd:ces to address senior needs are among the City's highest priorities (p. 24). ïhe trall elderly and physically disabled are identified as "special needs subpopulations" (p. 45). LIVE OAK clients are frail, disabled seniors. Projcct Address/Location: 20920 McClellan Road, Cupertino, CA 95014 CONT ACT PERSON/TITLE: Colleen Hudgen, Executive Director 408 971-9363 Phone No:_Fax No: 408 971-9079 E-Mai1: liveoak@attglobal.net 3. FUNDS REQUESTED: $ 10.7)0 Total Project Costg$15l ,450. 00 (Cupertino center) Cost Per Service Unit or Per Client: $31.43 (client) Is this a Public Service Project: Yes ŒJ No 0 Fund~ Requestcd from Cupertino in FY 004/05:$io,200 Funds Received in FY 04/05: $10,200 Number of propos cd unduplicated Cup<it1ino bcneficiaries: 6 Number of proposed unduplicated Cupertino bcncficiaries at or below current countywide median tncollle: 0-30% (Extremely low) I 31-50% (Very lo.w) 5 51-80% (low) 6 City of Cuper! illo Standardized App1icclliollfor FllndÙlg FY 05/06 /5-11:>3 4. PROJECT DESCRlPTfON AND NUMBER OF UNDUPLfCATED CLIENTS SERVED: Provide a brief description of the specific project being proposed. This description should clearly state what the project intends to provide or accomplish and the specific activities for which funds will be used. It should describe the City of Cupertino target population and geographic bOllI1daries of target areas. Also indicate the specific type and IlLll11ber of total unduplicated project beneficiaries (e.g. 50 lower income families. 25 homeless persons, 100 lower income households, etc.). The LIVE OAK adult day care center located at 20920 McClellan Road will serve six fÌ'ail, dependent, low-income Cupertino seniors with a SFecialized program of recreation, companionship and nutrition during FY 2005-06. The agency wil also provide unportant respite and support services for the same number of family caregivers. Services will target disabled Cupertino seniors with age-related functional disorders at risk of social isolation and premature institutionalization. Typical conditions of program seniors include dementia, onset of Alzheimer's, Parkinson's Disease, stroke, cardiovascular disease and severe depression. The majority of participants in the Cupertino program reside in the cities of Cupertino and Sunnyvale. The day care program is structured to maximize the social and recreational experience of all participants while enhancing overall health through personal attention, mental stimulation, companionship and nutritious meals. Activities include arts and crafts, music, games, pet therapy, reminiscing, current events, seated exercise, birthday parties, etc. Sliding-scale fees (0-$52 per day) make the program accessible and affordable for low-income and indigent clients. Families are encouraged to contnbute what they can toward the cost of care for their senIor loved one. No one is refused emollment because of inability to pay. The program also gives much-needed respite to caregivers, reducing the stress associated with providing 24-hour care to dependent elders. Counseling, referrals and Caregiver Support Workshops help . family members maintain their dependent senior loved one in the home environment. We are requesting CDBG funding in the amount of$10,710 which will be applied to assisting six Cupertino low-income seniors receive adult day care services at a significantly reduced rate of $5.00/day, while also benefiting their caregivers with respite and support, and operating expenses to maintain full emollment, quality services, and adequate staff-to-client ratio at the Cupertino site. PROJECT PURPOSE AND OBJECTIVES: t:' Specify objectives project intends to accomplish and identify desired outcomes and benefits. How does the purpose and objectives meet the priority needs? LIVE OAK will (I) provide 100% of senior clients with recreation, professional care and attention, socialization, nutritious meals and peer companionship which will reduce isolation and depression, restore self-esteem and a sense of active community involvement, and generally improve their overall quality oflife; and (2) provide 100% of our clients' caregivers with respite and support services to assist them in maintaining their dependent senior loved ones living at home. Long-term outcomes are (1) to reduce and/or avoid premature, long-term mstitutionalization and/or repeated hospitalization of disabled, frail elderly persons; and (2) to empower family caregivers in caring for dependent seniors in the community setting. Our purpose is to prevent the institutionalization of fÌ'ail elders by providing a positive, affordable and life-sustaining alternative to nursing homes for families confronted with the burden of caring for a dependent senior loved one. The socialization, nutrition and companionship experiences available to senior participants will enhance their mentaVemotional health, attitude and quality oflife, and offer a viable option to cost-prohibitive nursing homes. Caregiver respite and support services will afford family members much-needed "time away" to pursue personal and professional responsibilities, and reduction in stress fÌ'om their caregiving duties, facilitating their ability to maintain their dependent senior loved one in the home environment. The services provided by LIVE OAK directly address the identified priority needs of two at- risk and underserved populations: (I) frail, dependent, low-income semors in need of affordable and accessible recreational, social and nutritional programs; and (2) informal family caregivers, in need of respite fÌ'om the stress of their caregiving duties and assistance in keeping their senior loved ones out of mstitutional placement. City ojCllpl!rlino 2 SI(J/{/ardized API'!ict'l/io!'l for FIII/dil/g FY 05/06 /5-/1) .¡ 6. PROJECT MANAGEMENT Brief1y describe how the project will be managcd and administered, including proposcd staff time and staff functions. LIVE OAK's model of service is in coml?lete compliance with the National Council of Adult Day Care and the State of California licen~ing c~lte~i~ for pr~vi~ing adult day care, Santa Clara çoun.ty Health Department SCC Senior Nutntlon, mdlVldual dlstnct tire marshals, the State ofCahforma Adult Day Care Fo~d Program, and all licensing agencies of Santa Clara County and the cities it serves. The adult day care program utilizes "Best Practices" .standards ~nd guidelines as approved by the National Council on Aging and National Adult Day Servl~es Assoc¡atlon. . The Cupertino adult day care center en;ploys a PrOb1fa~ Drrector, ~sslstant. Program Director .and Program Specialists who provide dIrect chent care, including person<l;hzed asslstanc~ for th~se with special needs, prepare and serve meals and snacks, and schedule a dally program of interesting. ' activities for the seniors: Each devotes.1 00"(0 ~rhls/her work tIme to the program. (~ttached IS a page entitled "Staff Duties and Resp.onslblhtles. for reference.) Progr~ staff are assIsted by devoted community volunteers, Semor Compamons and student In~erns In geron~ology,nurslng and social services who provide companionship for ~he seOlors, help wIth housekeepl,ng dutIes, and share talents and innovative ideas for games and activIties. Local.corporatIons an~ businesses. (Starbucks, IBM Hewlett-Packard Los Gatos Brewing Co., etc.) contnbute employee tIme to provIde Ice cream soci~ls, dancing and si~g-a-longs for the se~i~rs at variou.s times throughout the year. The agency also contracts with college instructors, mUSIClans, e~tertal~ers; and arts and crafts tea~hers to stimulate the clients with news and current events dIscussIOns, travelogues, crafts projects, etc. 7. AGI<:NCY DESCRIPTION AND PREVIOUS CDBG. HOME OR ¡,SG ACCOMPLISHMENTS: Please give a bricf general description of your agency and the services provided. Also provide a brief dcscription of your agency's expcricnce in providing the proposed services, If previously funded, what where goals and accomplishments of CDBG projects, LIVE OAK ADULT DAY SERVICES is a nonprofit [50l(c)(3)), community-based, social services agency with over 22 years' experience providing recreational adult day care for frail seniors and respite for family caregivers. Our mission is to improve the quality oflife and prevent the institutIonalization and/or repeated hospitalization of dIsabled, low-income seniors who are being cared for in the family home. Founded in Los Gatos in 1983 as a small, part-time program to respond to the growing need for appropriate services for the crail elderly population, LIVE OAK has earned consistent support crom government and private community partners which has enabled expansion to five full-time adult day care facilities serving the entIre County of Santa Clara. Our most recent site at 20920 McClellan Road in Cupertino resulted from a merger with the former Cupertino Senior Day Services one year ago. LIVE OAK seniors have mobility and functional limitations which make it impossible for them to partake in mainstream community senior programs geared for healthy, able-bodied adults. Yet, they are not at a degree of infirmity requiring skilled nursing care. The LIVE OAK program provides a dignified and affordable mode of care for families cOnITonted with the difficult challenges of caring for a dependent older loved one, and is a life-enhancing, 'cost-effective alternative to institutional placement.for families caring for dependent senior loved ones. The agency requests and receives CDBG funding crom all cities whose residents are served by the program, and now includes the City of Cupertino for the McClellan Road center since it began operating under the LIVE OAK name in July 2003. Fundraising efforts are an ongoing priority and include renewing proposals with known donors, researching and approaching new sources, keeping abreast of developments in the nonprofit arena, participating in community and business fundraising events, and implementing ideas from staff, Board members and associates for special agency fundraisers. City of Cuperfillo , ,S'/(//¡jan/i::ed Applicufir)l1 for Funding FY 05/06 15-iP5 8. AUDIT INFORMATION: Please' provide the date of the most recent audit of your organization, Describe any findings or concems that may have been cited in the audit or ;11 any accompanying management lelter particularly any pertaining to the use (ffCDBG funds. Also, describe any actions taken to correct identilied lindings or concenlS. The most recent audit for LIVE OAK ADULT DAY SERVICES is dated June 30 2004 , , completed by Froshman, Billings, Williams, Chan and Lewandowski. A copy is on file with the City of Cupertino. No findi~gs ~r concerns were noted. A copy of the audit is also attached with this appl~cat~on. 9. OTHI~R SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECTI: Cupertino center only, FY 2005-06: SOURCE ESTIMATED AMOUNT STATUS' $ Applicat ion pending City of Cupertino 13,125 4/19/05 ity of Sunnyvale 29,400 Pending ity of Los Altos 2,240 Pending nited Way 2,059 Secured e' de",1 , ('1,," {, nnn Ctl',d ; Board fundrais ing 1,500 rroj ected Program servo fees 95,626 Proj ected ~eals-State of Calif . reimb. 2,000 proj ected Foundations 1,500 Proj ected ESTIMATED TOTAL PROJECT COST:$ 151,450 (Should equal total project cost 011 cover page) I Include all sources of funds including COBO allocations. 7 )uJd indicate the status of commitment of funding source, i.e. secured, commilted or application pending wilh .Jcipated dates of final funding decisions. City ofCupertillo 4 ::;Ullulunlized AfJfJlic{/{;rmftJ/" Fl/lld/IlK FY 05/06 I S -~(p CITY OF CUPERTINO PROJECT WORK PLAN FY 2005/2006 14,2005 DATE PREPARED Februar AGENCY NAME LIVE OAK ADUL TDA Y SERVICES ite PROJECT NAME Adult Dav Care/Care Cupertino Center Benchmarks or Beneficiaries For Each Quarter When Possihle 3'" 4th TOTAL Products or Milestones to he accomplished (Use Specific Numerical Data When possihle) Specific Activities l' Complete in-home visits and intake fonns. Six seniors enrolled and participating in day care program. Locate appropriate Cupertino seniors. Enroll six Cupertino low-income seniors in adult day care program. 6 1 I 2 2 Schedule, conduct daily activities, contract with entertainers & instructors, meet with caregivers to determine needs for service. Provide social, life-enhancing recreational program for rrail seniors in Cupertino and respite for their family caregivers. NO I ON GO Two meals (breakfasts and lunches) plus snacks served per day to all participants. meals and snacks to Provide nutritious all senior clients. NO I ONOO Interviews held with client and family to determine special needs and services. to appropriate social Provide referrals service agencies. NO I ON GO Staff and volunteers convened to partici- pate in educational classes, training, etc Provide training/educational programs for agen. ~taff and vo lunteers. 4 8 2 1 2 1 1 2 2 etc. Set up booth at Health Fairs, schedule speaking engagements at corporate and local businesses, issue press releases for agencv fundraising events en hous~s Increase outreach efforts to educate public about adult day care. Standard Applicationfor Funding FY 05/06 5 -- City of Cupertino VI. I ~ --J City of Cupertino TOTAL PROJECT CONSTRUCTIO;-'¡ Appraisal Engineering Services Arch ¡tee [U r a lID es ig n Acquisition , PROJECT EXPENSES: Accounting Services Auditing Fees Insurance Da"is Bacon Compliance SALARIES: Personnel Benefits §pecial as~i~tqnce OFFICE EXPENSE: Rent TeJephone/Fax Printing ~Tra"el Utilities Office Supplies Postage Equipment l\'1aintenance /Repair to indiv:liduals 11. Agency Name: LIVE OAK ADULT DAY SERVICES Project Name' Adult Day Care ! Car~ ~r KP-Rpite C'!£ertino C"ntgl CATEGORY BUDGET For Amount Req uested FY 2004/2005 Date Prepared - BUDGET FOR 'YEAR - - 10,710 - - - 10,710 - Standardized Applicationfor Funding FY 05/06 6 ~ ...s) , 'In ...... LIVE OAK ADUL T DAY SERVICES Staff Duties and Responsibilities Executive Director Overall management of administrative and program functions ofthe agency and its five adult day care sites. Agency and Board development. Reports to Board of Directors. Assistant to the Executive Director Assist Executive Director with reception and clerical functions. Maintain records and produce reports. Manage agency office. Development Associate Assist in ongoing agency fundraising efforts, write grant proposals, press releases, and other agency-related communications; represent agency and/or Executive Director at meetings, conferences, fundraising campaigns, and public hearings, as needed. Program Director (1 at each center) Oversee day care program, program staff, and physical plant ofthe center; assure adherence to all licensing requirements; perform community outreach activities; recruit and supervise program volunteers; arrange periodic in-service training for program staff; assess and evaluate prospective clients; manage day-to-day operational requirements of the center; occasionally attend meetings (e.g., Board of Directors, agency funding, program directors, and staB); and work closely with the Executive Director regarding program standards and goals. Assistant Program Director (1 at each center) Work with the Program Director and Program Specialists to provide meaningful activities for day care participants; assist Program Director in ensuring the safety and well-being of all clients; work with Program Specialists in basic program delivery; attend all in-service training and staff meetings; record and update client records; assist with inventory of supplies; and assume leadership of pro gram staff in absence of the Program Director. Program Specialists (three per day at each center) Work with the Program Director and Assistant Program Director to provide meaningful activities for day care participants; assist Program Director and Assistant Program Director in ensuring the safety and well-being of all clients; assist in the personal care of clients; attend all in-service training and staff meetings; document changes in clients' physical and psychological health; assist with inventory of program supplies; and contribute ideas to enrich the clients' experience in the day care program. Bookkeeper All agency accounting and billing, payroll, bank reconciliations and deposits. Sa IS-be¡ CITY OF CUPERTINO COMMUNITY DEVELOPMENHT BLOCK GRANT (CDBG) PROGRAM SECOND YEAR FUNDING CYCLE FY 2005/2006 STANDARDIZED APPLICATION FOR FUNDING 1. APPLICANT ORGANIZATION: Date: February 7, 2005 Agency Name: Outreach and Escort, Inc. (OUTREACH) 926 Rock Ave., Suite 10 City: San Jose State: California Street Address: Signature: Phone No: E-Mail: katieh@outreach2.org EXECUTIVE D 2. PROJECT NAME: Special Needs Transportation Brief Project Description: The Project will provide frail seniors and disabled adults door-to-door transportation to medical appointments, shopping, adult day-care, senior nutrition programs, etc. Requested funds will be used to subsidize $1.00 of the $3.50 rider's fare charged to Cupertino residents using the ADAlParatransit Program. Funding will subsidize 12,500 trips by Cupertino residents. Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Policy 3-11: Special Needs Households. Support organizations that provide services to special needs households in the City; such as homeless, elderly, disabled and single parent. Project Address/Location: City-wide service CONTACT PERSON/TITLE Paul Tatsuta, Program Manager Phone No: (408) 436-2865, x264 Fax No: (408) 382-0470 E-Mail: pault@outreach2.org 3. FUNDS REQUESTED: $13,500 Total Project Costs: $367,250 Is this a Public Service Project: Yes [8J NoD Funds Requested from Cupertino in FY 04/05: Cost Per Service Unit or Per Client? $1.08 per service unit -0- Funds Received in FY 04/05: -0- Number of proposed Cupertino beneficiaries: 300 individuals Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median mcome: 0-30% (Extremely low) 31-50% (Very low) 30% 51-80% (low) 70% City of Cupertino Standardized Application for Funding FY 05/06 15 -7/ PROJECT DESCRIPTION AND NUMBER OF UNDUPLICATED CLIENTS SERVED: Provide a brief description of the specific project being proposed. This description should clearly state what the project intends to provide or accomplish and the slJecific activities for which funds will be used. It should describe the City of Cupertino target population and geographic boundaries of target areas. Also indicate the specific type and number of un duplicated project ben~ficiaries (e.g., 50 lower income families, 25 homeless persons, 100 lower income households, etc.) OUTREACH's Special Needs Transportation (ADAlParatransit) program provides door-to-door transportation services for frail seniors and disabled adults who are unable to use fixed-route, pubJic transportation (i.e., bus and light rail systems) through funding from the Santa Clara Valley Transportation Authority (VT A). Riders utiJizing this service are charged a fare of $3.50 per one-way trip, regardless of the distance of the trip. This fare is established by the VT A and is a requirement of the federally mandated ADA!Paratransit Program. Funding is sought to subsidize the cost of the rider's fare by $1.00 per trip thereby reducing the Cupertino rider's fare to $2.50 per trip and making the transportation service more affordable for lower income Cupertino residents. Transportation services are avai1able 365 days of the year and riders can travel at any time except between 2:00am and 5:00am daily. Fares are pre-paid with client funds maintained in individual client accounts in OUTREACH's computerized client database system. Fare subsidies are credited to riders based on their city of residence. Program benefits will be restricted to Cupertino residents who have been qualified for the ADA!Paratransit Program. Each rider will have their fare reduced by $1.00 per one-way trip until all budgeted funds are expended. Based on the proposed budget, an estimated 300 unduplicated Cupertino residents will benefit from 12,500 ride subsidies. 5. PROJECT PURPOSE AND OBJECTIVES Specify objectives project intends to accomplish and identify desired outcomes and benefits. How does the purpose and objectives meet the priority needs? The purpose of this program is to make transportation for basic need trips more affordable for lower income frail seniors and disabled adults. Basic needs trips include transportation to medical and health related appointments, supermarkets, pharmacies, banks, senior nutrition sites, etc. ADA! Paratransit Program regulations require that riders pay a share of the cost of their trip. Since 2002, the ADAlParatransit Program rider's fare has increased from $2.50 to $3.50 per trip (a 40% increase). The requested funding will be used to subsidize $1.00 of the fare thereby reducing the rider's cost to $2.50 per trip. The objective of the program is to serve an estimated 300 unduplicated, low-income frail seniors and disabled adults who are Cupertino residents. These individuals will benefit from having 12,500 ADA/Paratransit trips partially subsidized by funding from the City of Cupertino. The proposed program addresses the City's priority need to support organizations that provide services to special needs households in the City (ConsoJidated Plan, Goal D, Policy 3-11), by providing transportation services to frail senior and disabled adult residents of Cupertino. The anticipated outcomes of the program include: an improved quality of Jife (i.e., enhanced well- being and dignity), strengthened independence and self-reliance, and improved access to safety-net and basic needs services experienced by program participants as a result of the Special Needs Transportation Program. 2 Standardized Application for Funding FY 05/06 /5-7d-. City of Cupertino PROJECT MANAGEMENT Briefly describe how the project will be managed and administered. including proposed staff time and staff functions. Management and administration of the proposed project will be integrated into OUTREACH's ADAlParatransit Program and no staffing costs associated with these responsibilities will be charged to this grant. A small portion of the grant has been reserved for costs associated with the preparation of financial reports to the City. The ADAlParatransit Program is OUTREACH's largest program and is subject to close monitoring by the organization's Operations Management and Executive staff. Client account and trip information are recorded in detail in OUTREACH's Intelligent Transportation System database and available for review and audit. The productivity of the program is measured monthly by through a review of the number of Cupertino residents served, rides provided, trip purposes/ride destinations and total fare-box subsidies. The effectiveness of the program is measured quarterly through quality assurance surveys that record client satisfaction with the services provided. 7. AGENCY DESCRIPTION AND PREVIOUS CDBG. HOME OR ESG ACCOMPLISHMENTS: Please give a brief general description of your agency and the services provided. Also provide a brief description of your agency's experience in providing the proposed services. If previously funded, what were goals and accomplishments of CDBG projects? OUTREACH serves over 15,000 county residents annually through five major programs that provide a range of services that includes: Special Needs Transportation for frail seniors and disabled adults, transportation to work and training for CalWORKs participants (Guaranteed Ride Program), after- school transportation services for children of CalWorks participants and low-income families (Give Kids a Lift!), case management and benefits counseling services for home-bound and isolated seniors (Senior Outreach), and personal money management services for individuals whose health and independence is threatened by their inability to manage their own financial affairs (Representative Payee Program). The Special Needs Transportation Program was established by OUTREACH in 1979 to assist frail seniors and disabled adults with escorted transportation for basic needs trips. From 1980 through 1990, OUTREACH served as the designated Consolidated Transportation Service Agency for seven cities in Santa Clara County and from 1993 to the present has served as tl:¡e ADA Paratransit Program broker in partnership with the Santa Clara Valley Transportation Authority (VTA). Last year (FY2003-04) OUTREACH assisted over 11,500 county residents with over 932,000 rides through the ADAlParatransit Program. OUTREACH has met or exceeded all performance goals established for all prior City of Cupertino grants. All funds were fully expended during the term of the agreement, reports submitted on a timely basis and the organization has never received any negative performance or audit findings. The following is a summary of OUTREACH's accomplishments under previous City of Cupertino grants. Suecial-Needs Transuortation PrOf!ram funding grant City of Cupertino Fundinf!* Total Cupertino activity year amount f!oal actual clients served total riders total trips 2002-03 $10,800 220 220 372 26,282 2001-02 $10,800 220 220 374 27,009 2000-01 $10,400 210 210 350 24,178 *City of Cupertino General Fund/Human Service Grant Program 3 Standardized Applicationfor Funding FY 05/06 15-73 City of Cupertino 8. AUDIT INFORMATION: Please provide the date of the most recent audit of your organization. Describe any findings or concerns that may have been cited in the audit or in any accompanying management letter particularly any pertaining to the use of CDBG funds. Also, describe any actions taken to correct identified findings or concerns. OUTREACH's financial audit for the fiscal year ending June 30, 2004, was completed on August 20, 2004. No findings or concerns were cited in the audit or in any accompanying management letter prepared by our auditors. Attached please find a copy of OUTREACH's most recent audit. 9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT! SOURCE ESTIMATE AMOUNT ST A TUS2 VT A - ADNParatransit $322,500 secured Ri der Fares $31,250 secured Subtotal $353,750 City of Cupertino grant $13,500 application pending ESTIMATED TOTAL PROJECT COST: $367,250 (Should equal total project cost on cover page) , 'nclude all sources of funds including CDBG allocations. .Jhould indicate the status of commitment of funding source, Le. secured, committed or application pending with anticipated dates of final funding decisions. 4 Standardized Applicationjor Funding FY 05/06 J 5- 7'-/ City oj Cupertino CITY OF CUPERTINO PROJECT WORK PLAN FY 200512006 10. 16,2005 Februar DA TE PREPARED ortation Trans OUTREACH Special Needs AGENCY NAME PROJECT NAME Benchmarks or Beneficiaries For Each Quarter Quantify When Possible 2 oct 3'" 4"' to be accomplished Data When Possible) Products or Milestones (Use Specific Numerical Specific Activities TOTAL 12,500 ,300 I 3,300 3,300 l' 4,600 Program Ride Subsidies for ADAJParatransit qualified Cupertino residents A. Provide ADAJParatransit Program subsidized rides to frail seniors and disabled adults who are Cupertino 300 Standardized Application for Funding FY 05/06 30 80 80 110 Program qualified 5 Serve ADAJParatransit Cupertino residents residents B. Serve 300 unduplicated Cupertino resi den ts - V\ \ "¡;ity of Cupertino lJ\ 11 BUDGET For Amount Requested FY 2005/2006 AGENCY NAME OUTREACH DATE PREPARED Februarv 16, 2005 - PROJECT NAME: Special Needs Transportation CATEGORY BUDGET FOR YEAR SALARIES Personnel Benefits OFFICE EXPENSE: Rent TeleDhone/Fax PrintinQ Travel Utilities Office SUDDlies Postage EquiDment Maintenance/ /ReD air . Ride Fares $12,500 PROJECT EXPENSES: AccountinQ Services $1,000 AuditinQ Fees Insurance Davis Bacon Comnliance PROJECT CONSTRUCTION Appraisal Engineering Services . ArchitecturallDesiPTI Acquisition TOTAL: $13,500 Standardized Application for Funding FY 05/06 6 ...... ~ City of Cllpertino "I ~ CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SECOND YEAR FUNDING CYCLE FY 2005/2006 STANDARDIZED APPLICATION FOR FUNDING 1. APPLICANT ORGANIZATION: Date: 2/28/200'5 Agency Name: Second Harvest Food Bank of Santa Clara and San Mateo Counties Street Address: 750 Curtner Avenue City: San Jose State: CA EXECUTIVE DIRECTOR: David A. Sandretto L ~t<~~( tíL4rn//la Signature: Phone No: 408-266-8866 Fax No: 408-266-9042 E-Mail: dsandretto@shfoodbank.com 2. PROJECT NAME: Operation Brown Bag Brief Project Description: Operation Brown Bag provides a safety net for low and very low income seniors 60+ years old and people with disabilities 55-59 years of age. especially those who are home- bound and live alone. Through the Brown Bag program. these low-income seniors receive a weekly allotment of high quality. nutrient dense food enabling them to live independentlv for a longer period of time. Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Operation Brown Bag is recognized as a high priority in section 2 - Public Service Activities under Senior Services. Project Address/Location: Union Church. 20900 Stevens Creek Blvd.. Cupertino. CA 95014 CONTACT PERSON/TITLE: Beth W. DeW oiL Director of Development Phone No: 408-694-0025 Fax No: 408-266-9042 E-Mail: bdewolf@shfoodbank.com 3. FUNDS REQUESTED: $5.000 Total Project Costs $2.274.175 Is this a Public Service Project: Yes ¡g¡ No D Cost Per Service Unit or Per Client: $278 per membership / per year Funds Requested from Cupertino in FY 004/05: $5.400 Funds Received in FY 04/05: $4.590 Number of proposed unduplicated Cupertino beneficiaries: 75 households Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median income: 0-30% (Extremely low) 100% 31-50% (Very low) 51-80% (low) Gilroy-CDBG RFP 2005 PY Section IV IS-77 4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICA TED CLIENTS SERVED: Provide a brief description of the specific project being proposed. This description should clearly state what the project intends to provide or accomplish and the specific activities for which funds will be used. It should describe the City of Cupertino target population and geographic boundaries of target areas. Also indicate the specific type and number of total unduplicated project beneficiaries (e.g. 50 lower income families, 2S homeless persons, 100 lower income households, etc.). Operation Brown Bag assists low-income seniors 60+ years old and low-income disabled individuals 55 to 59 years old with their food needs. Annually, through this program, an average of 75 senior households in the City of Cupertino receive a bag of groceries each week at a community distribution site, benefit from nutrition consumer activities and materials, receive a quarterly newsletter, and participate in an annual recognition event. We find that Operation Brown Bag enables seniors to live independently for a longer period of time and that the information and socialization provided at the sites and through nutritional programs has a positive impact on their overall health and well being. Each Brown Bag member receives a grocery bag, containing an average of 19 pounds of fresh, frozen, and packaged food items at their neighborhood distribution site, or delivered to their homes. Currently, there is one main site located at Union Church in Cupertino. 5. PROJECT PURPOSE AND OBJECTIVES: Specify objectives project intends to accomplish and identify desired outcomes and benefits. How does the purpose and objectives meet the priority needs? Operation Brown Bag is recognized as a high priority in section 2 - Public Service Activities under Senior Services. Second Harvest Food Bank's Operation Brown Bag meets the priority needs by providing a safety net for low- and very low-income seniors 60+ years old and people with disabilities 55-59 years of age, especially those who are home-bound and live alone in the City of Cupertino. Program Outcomes: · To decrease hunger among low-income seniors and disabled people in the community during the program period. · To make it possible for program participants to receive the food they need to continue to live independently in their own homes. This is especially important for participants who are homebound and unable to attend other programs. · To let program participants divert food expenses to afford other basic needs (for example: rent, utilities, or prescription medication). · To provide participants the opportunity to socialize and interact with other participants and volunteers, thus alleviating loneliness and depression that can contribute to poorer health. · To increase health and wellness awareness, and provide on site health screening and nutrition information among low-income seniors and disabled people in the community during the program period through Community Nutrition Program activities. Organization Outcomes: · Provide quality and nutrient rich food to Brown Bag agency. · A void duplication of services. · Benefit from economies of scale in food purchase. · Utilize multiple large quantity food donations. Gilroy-CDBG RFP 2005 PY Section IV 1'5-73 6. ~ECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. We currently have 8 full time positions dedicated to Operation Brown Bag. 1. Sr. Director of Operations - Programs and Services - oversees functions of programs and operations 2. Program Manager - responsibilities include supervision of Program Coordinator, program administration, reporting duties, program monitoring and evaluation. 3. Program Coordinator - responsibilities include program monitoring and evaluation, supervision of volunteers, renewal applications, and record keeping. 4. Deliverv Driver- delivers food to program sites 5. Forklift Drivers-loads food onto trucks at the San Jose Distribution Center for delivery to program sites 6. Purchase Manager - purchases food for distribution, maintains relationships with food venders 7. Inventorv Manager - tracks all food inventory, poundage and distribution 8. Inventorv Assistant - maintains database % of Time to Hours per Cupertino Position TitlelFunction Week Activity Sr. Director of Operations, Programs & Services 40 1% Program Manager 40 3% Program Coordinator 40 3% Deli verv Dri ver 40 3% Forklift Dri vers 40 3% Purchase Manager 40 3% Inventorv Manager 40 3% Inventory Assistant 40 3% Gilroy-CDBG RFP 2005 PY Section IV 15-71 7. AGENCY DESCRIPTION AND PREVIOUS CDBG, HOME OR ESG ACCOMPLISHMENTS: Please give a brief general description of your agency and the services provided. Also provide a brief description of your agency's experience in providing the proposed services. If previously funded, what where goals and accomplishments of CDBG projects. Second Harvest Food Bank relies on contributions to enable us to achieve our mission - rallying community resources to assist people who are hungry in Santa Clara and San Mateo counties. We believe that everyone has a right to nutritious food regardless of their age, sex, religious affiliation or national origin. And, since 1974, we continue to provide that food with compassion and dignity to our friends and neighbors in need. As your partner in feeding the community, we are the primary source for donated, surplus and purchased foods for non-profit agencies and our direct service programs. In fact, we distributed 27 million pounds of food to our local communities last year. We provide food efficiently, by working to build capacity for a network of more than 750 agencies and distribution sites who distribute food in every zip code of our service area from Gilroy to Daly City, and from the coast to the Bay. Our partners receive 75% of the food they distribute to their clients from Second Harvest Food Bank, ensuring that our community receives quality food and dependable services. The Food Bank currently serves an average of 163,500 individuals each month; nearly 60% are families with children. Second Harvest Food Bank's Quarterly Reports for the last three years confirm that the grant performance is accurate and precise in all areas monitored. There were no unexpected funds to be accounted for, and there were no unresolved performance issues. 8. AUDIT INFORMATION: Please provide the date of the most recent audit of your organization. Describe any findings or concerns that may have been cited in the audit or in any accompanying management letter particularly any pertaining to the use of CDBG funds. Also, describe any actions taken to correct identified findings or concerns. Berger/Lewis Accountancy Corporation, Year Ended June 30, 2004, please see attachment. There were no findings or concerns that have been cited in the audit or any accompanying management letter. Therefore, there were no actions to correct any identified findings or concerns. 4 Standardized Application for Funding FY 05/06 IS-J>() City of Cupertino 9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT!; ESTIMATED SOURCE AMOUNT STA TUS2 City of Belmont 1,770 Anticipated City of Campbell 7,831 Anticipated CIty .. .·....I·I.····...·.II....·I..·II..·...li.·.··¡·.W·:...·.IU.I·y···.···.··...·..···.....·I..····III.I.:....·.··· IIWHIWU· .. ·1'1.(1· City of Daly City 9,450 Anticipated City of Gilroy 4,200 Anticipated Town of Los Gatos 4,079 Anticjpated City of Menlo Park 6,655 Anticipated City of Milpitas 5,846 Anticipated City of MOn!:an Hill 3,569 Anticipated City of Mountain View 5,937 Anticipated City of Palo Alto 7,372 Anticipated City of Redwood City 5,250 Anticipated City of San Bruno 1,000 Anticipated City of San Jose 19,570 Anticipated City of San Mateo 10,300 Anticipated City of Santa Clara 6,695 Anticipated City of South San Francisco 4,172 Anticipated City of Sunnvva1e 5,940 Anticipated Town of Colma 1,491 Anticipated County of Santa Clara-Dept of Socia] Services 126,142 Anticipated County of San Mateo-Dept. of Social Services 10,800 Anticipated FEMA - Santa Clara County 5,400 Anticipated FEMA - San Mateo County 6,750 Anticipated Council on Aging 10,000 Anticipated USDA 48,376 Anticipated COfPoration/Foundation/lndi viduallOrganization/United Way 1,934,489 Proiected Program Services 16,091 Proiected ESTIMATED TOTAL PROJECT COST: $ 2,274,175 (Shou1d equal total on cover page) Include all sources of funds including CDBG allocations. City of Cupertino Standardized Application for Funding FY 05/06 5 /5-8/ CITY OF CUPERTINO PROJECT WORK PLAN FY 2005/2006 ro. 24.200:1 DATE PREPARED Februar Food Bank Second Harvest AGENCY NAME Benchmarks or Beneficiaries For Each Quarter Quantify When Possible 2"" yo 4lli TOTAL l' Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) eration Brown Ba Specific Activities o PROJECT NAME 75 households 75 75 75 75 Number of individuals receiving food Provide weekly bags of groceries to 75 Brown Bag households and homebound members to sustain their health, nutritional well being, and independent lifestyle. 4 per year 1 1 1 1 held Number of activities/workshops and site visits Conduct quarterly nutrition and consumer education activities 9 volunteers 9 9 9 9 site Brown Bag of volunteers assisting at Number Supply volunteer opportunities for participants at the Brown Bag site and at the Food Bank's distribution Center. 4 per year 1 1 1 1 Standardized Application for Funding FY 05/06 6 QUalierly Brown Bag Newsletter Produce written communication ..... I.J\ \ ~City of Cupertino 'j.J 11. BUDGET For Amount Requested FY 200412005 Agency Name: Second Harvest Food Bank Date Prepared: Februarv 28, 2005 Project Name: Operation Brown Ba¡ CATEGORY BUDGET FOR YEAR Salaries/BenefitsfPa roll Taxes 565,167 Em 10 ee Benefits 186,610 Sub- Total $751,777 ce, Telephone, 94,601 25,675 110,579 2,225 1,107,792 - 181,527 - $1,522,398 ~':i; ..... U\ 0(, City of Cupertino Standardized Application for Funding FY 05/06 W 7 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SECOND YEAR FUNDING CYCLE FY 2005/2006 STANDARDIZED APPLICATION FOR FUNDING 1. APPLICANT ORGANIZATION: Date: February 28, 2005 Agency Name: Senior Adults Legal Assistance (SALA) Street Address: 160 E. Virginia St. #260 City: San Jose State: CA EXECUTIVE DIRECTOR: Georgia Bacil Phone No: ~<t:" ~&~¡ (408) 295-5991 Fax No: (408) 295-7401 E-Mail: gbacil(cV,sala.org Signature: 2. PROJECT NAME: Legal Assistance to Cupertino Elders Brief Project Description: SALA will maintain our expanded program of free legal services to Cupertino elders primarily bv continuing our current level of appointments at the Cupertino Senior Center. Identify City of Cupertino Consolidated Plan Priority Needs (see attached): SALA's proiect provides Public Service Activities, specificallv Senior Services because it targets services to elders. It also provides Domestic Violence Support as some clients are victims of domestic violence/elder abuse. Project Address/Location: Cupertino Senior Center. 21251 Stevens Creek Blvd. Cupertino CA 95014 CONTACT PERSON/TITLE: Georgia Baci!, Directing Attornev Phone No: (408) 295-5991 Fax No: (408) 295-7401 E-Mail: gbacil(cV,sala.org 3. FUNDS REQUESTED: $ 11.667 Total Proj ect Costs $27,900 Is this a Public Service Project: Yes)&:No 0 Cost Per Service Unit or Per Client: $194 per client Funds Requested from Cupertino in FY 03/04: $12,000 Funds Received in FY 03/04: $11.667 Number of proposed unduplicated Cupertino beneficiaries: 60 Cupertino seniors (age 60 or older) Number of proposed unduplicated Cupertino beneficiaries atlbelow current countywide median income: 0-30% (Extremely low) 27 (45%) 31-50% (Very low) 15 (25%) 51-80% (low) 6 (10%) City of Cupertino Standardized Application for Funding FY 05/06 15-8i 4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICATED CLIENTS SERVED: Provide a brief description of the specific project being proposed. This description should clearly state what the project intends to provide or accomplish and the specific activities for which funds will be used. It should describe the City of Cupertino target population and geographic boundaries of target areas. Also indicate the specific type and number of total unduplicated project beneficiaries (e.g. 50 lower income families, 25 homeless persons, 100 lower income households, etc.). SALA is a nonprofit law office that has provided free legal services to Santa Clara County elders for 31 years. SALA provides services, by appointment, at 23 sites in the County, including the Cupertino Senior Center. Services are targeted to elders who are low income or at risk of abuse, exploitation or institutionalization. Legal services (advice/ referrals, consultations, legal representation, and community education) are provided for: Public Benefits; Elder Abuse; Nursing Homes; Advance Health Care Directives; Consumer; Housing; and Simple Wi]]s (by SALA's Wi]]s Panel). Services are delivered by our 5 attorneys, legal secretary, 10 intake volunteers, or our 20 pro bono Wi]]s Panel attorneys. SALA has served Cupertino seniors since 1979. From 1997-98 through 2001-2002, support from Cupertino's CDBG program enabled SALA to increase our number of half-hour appointments at the Cupertino Senior Center from 4 monthly (the 1996-97 level) to 10 monthly (the 2001-2002 level). Increased support from Cupertino from 2002-2003 through 2004-05 enabled SALA to increase our appointments to 15 monthly. CDBG funds are requested for 2005-2006 to maintain SALA's current expanded service levels at the Cupertino Senior Center. SALA also proposes to continue home visits to Cupertino elders who are homebound/institutionalized. Clients with urgent legal problems wi]] also be served on an "emergency" basis by telephone. Cupertino elders who appear at SALA intake sites in other cities will also be served. Project services will be limited to seniors living within the geographic boundaries of Cupertino (i.e., Cupertino residents). Prior to 1997-98, the waiting time for a SALA appointment at the Senior Center was 2 months or longer. As a result, only 42% of the Cupertino clients served by SALA from January to June 1997 were seen at the Cupertino Center, 16% were served by telephone, and the remainder (42%) had to travel to a SALA intake site in another city. The continued expansion of SALA's services for 2005-2006 wi]] enable more Cupertino elders to be served loca]]y instead of being forced to seek services at other SALA sites or forgoing services altogether because of transportation barriers to these sites. The long waiting time for a SALA appointment at the Cupertino wi]] also be reduced. Since the latest service expansion in 2002-2003, approximately 75% of the Cupertino elders served by SALA were seen at the Cupertino Center. As detailed in the Work Plan, SALA will complete the fo]]owing objectives by 6/30/06: (I) provide Legal Services to 60 Cupertino clients (age 60 or older) primarily through intake sessions three times monthly at the Cupertino Senior Center, as we]] as at other SALA sites, by telephone intake (for emergencies and homebound clients), and home visits and (2) to conduct one Community Education presentation at the Cupertino Center or another Cupertino site. Project beneficiaries wi]] be individual Cupertino residents, age 60 or older, targeting those who have low incomes, are frail, or are at risk. SALA's statistics for Cupertino elders for 2003-2004 indicate 70% were very low income (less than 50% of median), 10% were low income (less than 80% of median), and 31 % were age 75 or older (a demographic indicator placing them at risk). Significantly, according to Santa Clara County's Older Adults: Key Indicators of Well Being, produced by the County Public Health Department in October 2001, of the 236,874 county residents age 60 or older, 22% are very low income and 30.5% are age 75 or older. SALA's statistics for 2003-04 also indicate 61 % of our Cupertino clients were female. SALA expects similar demographics for Cupertino clients in 2005-06. The $11,667 requested will support direct personnel costs (SALA attorney and legal secretary time) to maintain our expanded service levels at the current frequency of three intake sessions monthly in Cupertino. The amount requested represents our current (2004-05) funding level. Cupertino CDBG funds will be leveraged by six other sources of ongoing funding/support. See Part 9. Ifless than $11,667 is received, SALA may have to reduce service levels in Cupertino in proportion to the amount of SA LA staff time that will be lost. Uno CDBG funding is received, SALA's services at the Cupertino Senior Center wi]] likely be reduced to bi-monthly appointment sessions or could be eliminated altogether. 5. PROJECT PURPOSE AND OBJECTIVES: SpecifY objectives project intends to accomplish and identifY desired outcomes and benefits. How does the purpose and objectives meet the priority needs? To address the priority needs identified below, the Project's purpose is to provide free legal services to support seniors (especia]]y those that are low income or at risk) to live independently, safely, non-institutionalized, and with iignity by protecting their rights, preventing their abuse, ensuring their access to services/entitlements, and planning for .heir future. The critical nature of SA LA's services is illustrated by the cases we open. The breakdown of our countywide open case load as of January 31, 2005 indicated that 16% of the clients had problems with public benefits, 5% had a 2 Standardized Application Jor Funding FY 05/06 /5-'85 City oj Cupertino housing problem, 40% needed intervention for elder abuse, 32% requested an Advance Health Care Direc(jve, 1 % had a nursing home problem, 5% had a Medicare HMO or Medi-Gap dispute, and I % needed help with probate a\ternalÌves. The Project objectives 10 be compleled by 6/30/06 are: (1) to provide free Legal Services to 60 Cupertino clients 'age 60/+), through intake sessions (of5 half hour appointments each) three times monthly at the Cupertino Senior Center, intake sessions at other SALA intake sites, telephone intake (for emergencieslhomebound clients), and home visits, and (2) to conduct one Community Education presentation at the Cupertino Senior Center or at another site in Cupertino. All of the tasks that the Project will undertake to accomplish each objective set forth above will be conducted by an attorney on SALA's staff, an intake volunteer, or a pro bono Wills Panel attorney. All attorneys on SALA's staff and the Wills Panel are licensed by the California State Bar. The Cupertino Senior Center staff will schedule' and confirm SALA's appointments at their site. The Center will also provide rental-free use of a private office for our appointments. The Project outcomes to be accomplished by 6/30/06 are set forth below. Because SALA provides only one service countywide, legal services, our funders allow us to use countywide outcomes. Outcome #1 is that of the countywide clients whose cases were closed in 2005-06,80% will have experienced increased access to legal information, knowledge/tools, and services regarding elders' benefits, rights, safety, protection, and planning. This will be measured by pre and post data from intake forms or closing reports documenting the primary legal problem and its disposition, Outcome #2 is that of the countywide clients receiving consultation, brief service, or representation services whose cases were closed in 2005-06, and who returned a survey, 80% will have experienced satisfaction with the quality/professionalism of SALA's services, as well as an increased sense of safety, security, or peace of mind, This will be measured by surveying a sample of clients as to their satisfaction and if they experienced increased safety, security, or peace on mind. All clients with open cases will be sent a survey after their case is closed. The results of SALA's 2003-2004 Outcome Evaluations indicated that 98% of our countywide clients achieved Outcome #1 and 92% of the sampling of countywide clients that returned a survey achieved Outcome #2. With respect to priority needs, SALA's project meets the definition of a Public Service under the federal CDBG program and targets services to the elderly, a group presumed to be "very low and low income" for the CDBG program, It also falls within the "Senior Services" category in the 2005-06 CDBG Funding Priorities for Cupertino and is identified as a "High" priority Public Service Need (Senior Services) in Cupertino's Consolidated Plan. (Table 2B, Community Development Needs). As noted in Part 4, SALA statistics for Cupertino elders served in 2003-04 also indicate that 70 % were very low income (less than SO % of median) and an additional 10% were low income (less than 80% of the median). These statistics also indicated that 31 % were age 75 or older (a demographic indicator that they nay be frail or at risk). Moreover, SALA's legal assistance or intervention to prevent physical abuse and domestic violence against elders also addresses another "high" priority Public Service Need in the Consolidated Plan, Domestic Violence Support. Thus, SALA's project meets a national objective for CDBG, and jurisdictional objectives/priority needs for Cupertino, because it provides services that benefit very low and low-income persons and it targets the elderly, some of whom are also victims of domestic violence or physical elder abuse. The project also meets the preference for Cupertino-based agencies because it provides services at the Cupertino Senior Center. In addition to the priority needs identified in the City's Consolidated Plan, Council on Aging's (COA) needs report, Coming of Age (1994), documents the specific and critical need for legal services for seniors in Santa Clara County elders, including Cupertino, particularly for the low-income and at risk populations. It states that for elders "who need assistance in dealing with agencies, Legal Assistance is needed to establish eligibility and to secure benefits." This COA report also notes the importance oflegal services for physical and financial abuse, as well as competence, and indicates that legal issues are imbedded in many other areas of service essential to the elder population's daily survival. The COA Area Plan on Agingfor 2001-2005 affirms that legal assistance continues to be a priority need in Santa Clara County "to help older persons obtain services and benefits including protective services for financial abuse, competence and conservatorship ". Unmet Civil Legal Needs of Indigent Residents of Santa Clara County, a report prepared for the Board of Supervisors in August 200 I, also confirms the findings of the above cited reports and notes: "legal representation and counsel can be essential to the elderly and their families in gaining access to health, income, and social services. " 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. SALA has a bilingual and culturally diverse staff with extensive expertise in legal problems of low income and at risk elders. SALA's managing attorneys have extensive experience (31 years) in this area. Directing Attorney Georgia Bacil (1.0.'79), allocated .04 FTE to the Cupertino project, has 21 years experience in that position and Supervising \ttorney Michele Schroeder (1.0.'94), allocated .05 FTE to Cupertino, has worked at SALA for 10 years. These two dttorneys supervise and train SALA's Staff Attorneys and our volunteers. Other project staff includes Staff Attorney Fawn Reed (J.D. '02), allocated .09 FTE to Cupertino, who has worked at SALA since August 2002 and Staff Attorney Beatriz City of Cupertino Standardized Applicationfor Funding FY 05/06 3 15- '8ø LODe.'!, allocated ,0 I FTE to the project, who has worked at SALA since Aprjl 2001. Legal Secretary Victoria Saucedo, aJlocated .05 FTE to the project, has worked at SALA for 5+ years, SALA's Administrator Cynthia Boone, who handles the agency's fiscal functions and is al10cated ,04 FTE to the project, has 16 years' experience in non-profit accounting and ,uditing; she joined SALA's staff in December 2004, SALA Attorneys Bacil and Lopez are bi-lingua] in English/Spanish and Cindy Boone speaks some Spanish. Ms. Boone, Ms, Lopez, and Ms. Saucedo are Hispanic. SALA's Directing Attorney has overal1 responsibility for the legal services performed by SALA. With the exception of the Directing Attorney, al1 attorneys on SALA's staff provide the direct legal services described herein. Al1 SALA attorneys also provide community education and participate in col1aborative activities and outreach. As noted in Part 4, SALA's staff is augmented by 10 volunteer intake workers who interview clients at senior centers. In addition a minimum of 10 pro bono attorneys serve on SALA's Wills Panel. Since 1988, the Wil1s Panel has provided Simple Wil1s, free of charge, to SALA clients with modest assets at Wil1 Days at senior Centers arranged by SALA. SALA's Legal Secretary supports the work of the SALA staff and volunteer attorneys/intake workers; she also conducts telephone intake and screening for any client emergencies (such as elder abuse matters) that cannot wait for a senior center appointment. Al1 attorneys on SALA's staff and the Wil1s Panel are licensed by the California State Bar. The Cupertino Senior Center staffwil1 schedule SALA's appointments at their site and wil1 also provide rental-free use of a private office, By virtue of SALA's 31 years of serving elders in Santa Clara County, SALA has well-established internal and external monitoring procedures to evaluate program performance and SALA continues to meet or exceed our all of our funders' performance goals, See Part 7 for detail. 7. AGENCY DESCRIPTION AND PREVIOUS CDBG. HOME OR ESG ACCOMPLISHMENTS: Please give a brief general description of your agency and the services provided. Also provide a brief description of your agency's experience in providing the proposed services. I[previously funded, what where goals and accomplishments ofCDBG projects. SALA is a nonprofit law office that provides free legal services to Santa Clara County elders by appointment, at 23 sites, including the Cupertino Senior Center. Services are targeted to elders who are low income or at risk, and focus upon: Public Benefits; Elder Abuse; Nursing Homes; Advance Directives; Consumer; Housing; and Simple Wil1s. Founded in 1973, SALA is one of three most experienced legal service programs for seniors in the nation. In 1975, SALA was funded as a Model Project by the Administration on Aging, serving as a prototype for similar programs nationwide. Today, SALA is supported by the Older Americans Act and 16 other funders, including Cupertino. SALA continues to be the only agency designated by Council on Aging to provide legal services exclusively to local elders. By virtue of SALA's 31 years of service, the agency has strong qualifications and experience in providing services of the type proposed. In fact, SALA has been serving Cupertino seniors since 1979. Each year, SALA provides legal services to approximately 2,000 clients countywide. In 2003-2004, SALA served 2,124 clients through senior center appointments, home visits, or by telephone (for emergencies or homebound clients), Annual1y, SALA also makes at least 20 presentations to elders or their advocates. Last year, at least I, I 00 persons attended one of SALA' s 26 presentations. With respect to previous CDBG projects in other cities, SALA has met or exceeded our contract goals since we were funded. As for Cupertino CDBG, SALA has met or exceeded goals since the project was funded by Cupertino in 1997-98. For 1997-98, 1998-99, and 1999-2000, our goal was to serve 40 clients; we served 50 clients (1997-98), 61 clients (1998-99), and 46 clients (1999-2000). In 2000-01 and 2001-02, the goal Was 50 clients and we served 50 and 70 clients, respectively. For 2002-03 and 2003-04, the goal was 65 clients; in 2002-03 we served 77 and in 2003-04 the number of clients dropped to 69. We note that this year we continue to see less unduplicated Cupertino clients, even though we are available for appointments at the Cupertino Senior Center three times a month. We believe this is because more duplicated clients are coming back to SALA with new legal issues and more seniors from other cities are going to SALA's Cupertino appointments. Due to this trend, we expect to serve slightly less unduplicated clients next year, but the frequency of our Cupertino sessions and the staffing assigned to Cupertino to wil1 remain the same. 8. AUDIT INFORMATION: Please provide the date of the most recent audit of your organization. Describe any findings or concerns that may have been cited in the audit or in any accompanying management letter particularly any pertaining to the use of CDBG funds. Also, describe any actions taken to correct identified findings or concerns. SALA's 2003-04 audit, completed on September 24, 2004, and the internal control letter is included with this proposal. There were no negative findings or concerns cited, so no actions were needed to correct findings or concerns, City of Cupertino 4 Standardized Applicationfor Funding FY 05/06 I '5 -87 9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT]: SOURCE ESTIMATED AMOUNT STATUS' Application pending with this City of Cupertino 11 ,667 proposal. Decision expected in April 2005. Pending Approval. No application CA. Dept. of Aging/Health 40 process for 05-06. Expected renewal Insurance Counseling and of ongoing grant in June 2005. Advocacy Program Pending Approval. In a 4-year grant Council on Aging/Older 5,428 cycle. Expected renewal/approval of Americans Act ongoing grant in June 2005. Pending Approval. Applied for State Bar/Legal Services 662 continued funding from this Trust Fund Program ongoing grant source in January 2005. Expected renewal/approval of ongoin~ "rant bv April 05. Pending Approval. In 3-year grant United Way Silicon Valley 1,595 cycle. Expected renewal/extension of grant for 2005-06 in June 2005. Applied for continued funding from Santa Clara County General 1,463 this ongoing grant source in January Fund' 2005. Expected renewal/approval of ongoing grant by June 30, 2005. To be raised by June 30, 2006. Contributions/Investments 3,614 Estimated amount based upon revenues raised in previous years. To be donated by June 30, 2006. In-kind Services and Space 3,472 Estimated mount based upon in- kind support from previous vears. ESTIMATED TOTAL PROJECT COST: $27 .900 (Should equal total project cost on cover page) * NOTE: SALA does not receive any County CDBG funds for our Cupertino project or any other services provided by the agency. Include all sources of funds including CDBG allocations. 2 Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with anticipated dates of final funding decisions. City oj Cupertino 5 Standardized Application Jor Funding FY 05/06 15-83 CITY OF CUPERTINO PROJECT WORK PLAN FY 200512006 10. 28.2005 Februa DATE PREPARED Assistance al Senior Adults Le AGENCY NAME PROJECT NAME Benchmarks or Beneficiaries For Each Quarter ~tify ":hen Possible _ 2" 3' 4th TOTAL - 12 12 12 60 elders elders elders elders served served served served by by Dec. by by June year-end or 31, March 30, June 30, 2005 30, 2006 200601< 2006 l' 24 elders served by Sept. 30,2005 to Cupertino Elders Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Serve a total of 60 Cupertino elders by year-end or by June 30, 2006 Assistance Specific Activities LEGAL SERVICES: Provide direct legal services to Cupertino elders by offering 36 intake days (consisting of 5 half hour appointments each) annually at the Cupertino Senior Center, through other SALA intake sites, by home visits, or through telephone intake. Legal 1 presentation by year-end or June 30 I presen- tation by June 30 o o o Make one education presentation by year-end or by June 30, 2006 COMMUNITY EDUCATION Provide community education at the Cupertino Senior Center or at another site in the City of Cupertino. *This represents a cumulative total of 60 Cupertino elders served by the end of the 2005-2006 year. Standardized Application for Funding FY 05/06 6 - v-, \ 00 -o.City of Cupertino BUDGET For Amount Requested FY 200512006 Agency Name: Senior Adults Legal Assistance ~ - Date Prepared: Februarv 28, 2005 Project Name: Legal Assistance To Cupertino Elders - - - CATEGORY BUDGET FOR YEAR 9,971 1,696 SALARIES: Personnel Benefits OFFICE EXPENSE Rent TelephonelFax PrInting Travel Utilities Office Supplies Postage Equipment MaintenancelRepair Law LibrarvlPublications Traininl!lBar Dues MiscellaneousIDeprecia tion PROJECT EXPENSES: Accounting Services Auditing Fees Insurance Davis Bacon Compliance PROJECT CONSTRUCTION: Appraisal Engineering Services ArchitecturallDesign Acquisition Standardized Application for Funding FY 05/06 7 $11,667 TOTAL: City of Cupertino - V\ I ...¡¡ C> CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SECOND YEAR FUNDING CYCLE FY 2005/2006 STANDARDIZED APPLICATION FOR FUNDING 1. APPLICANT ORGANIZATION: Date: 2/23/05 Agency Name: Support Network for Battered Women Street Address: 1975 W El Camino Real Suite 205 City: Mountain View State: CA EXECUTIVE DIRECTOR: Sylvia Hines Signature: Phone No: 50-940- 7866 Fax No:650-940-l037 E-Mail:shines@snbw.org 2. PROJECT NAME: Domestic Violence Services for Cupertino Families Brief Project Descliption: The Support Network operates Santa Clara County's only 24-hour hotline and provides comprehensive support services, including emergencv housing, to battered women and their children. Identify City of Cupertino Consolidated Plan Priority Needs (see attached): We are listed under High 'riority on Table 2A of the Consolidated Plan. Project Address/Location: 1975 W El Camino Real Suite 205, Mountain View, CA 94040 CONTACT PERSON/TITLE: Nic01e Baran. Grant & Contract Manager Phone No:650-940-789l Fax No:650-940-1037 E-Mail:nbaran@snbw.org 3. FUNDS REQUESTED: $7,000 Total Project Costs: $1,254,579 Is this a Public Service Project: Yes ~ No 0 Cost Per Service Unit or Per Client: $67.33/unit Funds Requested from Cupertino in FY 04/05:5.900 Funds Received in FY 04/05:5,900 Number of proposed unduplicated Cupertino beneficiaries: 14 Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median lllcome: 0-30% (Extremely low) 12 31-50% (Very low) 1 51-80% (low) 1 Office of Affordable Housing Standardized Application for Funding FY 05/06 15 -9/ 4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICA TED CLIENTS SERVED: Provide a brief description of the specific project being proposed. This description should clearly state what the project intends to provide or accomplish and the specific activities for which funds will be used. It should describe the City of Cupertino target population and geographic boundaries of target areas. Also indicate the specific type and number of total unduplicated project beneficiaries (e.g. 50 lower income families, 25 homeless persons, 100 lower income households, etc.). CHy funds will be used to provide comprehensive domestic violence services to 14 battered women and children who reside in Cupeliino, with extremely low, very low and low incomes. The Support Network will provide 10 battered women with crisis counseling through case management, individual and group sessions through our: Crisis Intervention Program: Cupertino residents who experience physical or emotional assaults can call the Support Network's 24-hour crisis line. Bilingual counselors offer information, referrals and advocacy with social service agencies and police departments. Arrangements for immediate emergency shelter for women and children can be made through our residential shelter or a network of local motels. Emergency food, cJothing and transpOliation are also provided. Drop-in individual counseling and support groups are available during regular business and evening hours. Chmcal Therapv Program: Clinical counseling continues the empowerment process ·to women who have experienced domestic violence. The Support Network offers individual and group counseling by licensed psychotherapists and registered clinical interns working under the supervision of local licensed therapists. ~linical groups and individual counseling sessions are available each week in both English and Spanish. Art [herapy and psychoeducational classes are also provided weekly. The Support Network will provide 4 battered women and children with short-term and medium-term emergency shelter through our: Shelter Services Program: The Support Network's shelter provides a safe place for battered women and their children for an average of 4-6 weeks. Women in residence are given individual and group counseling, assistance in finding permanent housing, and advocacy with social service agencies. At the shelter, we encourage a self-sufficient lifestyle and provide support for women to remain employed or in school, if possible. Life skills' workshops are offered in the areas of financial planning, pre-employment training, communication, and parenting. The shelter facility has an 18-bed capacity for women and their children. 5. PROJECT PURPOSE AND OBJECTIVES: Specify objectives project intends to accomplish and identify desired outcomes and benefits. How does the purpose and objectives meet the priority needs? Homelessness, decreased business productivity, increased medical expenses, poor grades and violence among youth are just some of the social symptoms that are manifested due to domestic violence in our homes. If we fail to address the root cause of the more obvious unmet needs that are listed above, this cycle of violence will ~ontinue to endanger the health of our communHy on several levels. Office of Affordable Housing 2 Standardized Application for Funding FY 05/06 /5-9;;" Because domestic violence is pri vale Ín nature, we are not rerrlinded daily of its seven ty and the impact it has on our community. Battering is the single largest cause of injury to women in the United States, exceeding rapes, 'Tluggings and auto incidents combined. One in three women are abused by their intimate partners and the Nomen in Cupertino are not immune to this violence. There were a total of 6,124 domestic violence related calls in Santa Clara County. The SUpp0l1 Network meets these needs through comprehensive services. The overall objective of the crisis intervention component is to provide support services to women in crisis and to empower them to rebuild their lives free of violence. Crisis counselors consistently address safety concerns and help clients prepare safety plans. The Support Network encourages women to make independent decisions regarding their lives and the Ii ves of their children. 30% of all in-person crisis program clients will complete an evaluation of services. The objective of the Clinical Therapy Program is to help women and children address the long-term effects of abuse and violence, such as post-traumatic stress, anger, and depression. 65% of clients who have completed at least 15 weeks of individual therapy or one ten week cycle of a psycho-educational group will increase their Domestic Violence Self Efficacy Score by 25%. The overall objective of the Shelter Services Program is to provide both short-term (1-5 nights) and medium-term (4-6 weeks) shelter. 75% of female shelter residents will have improved the safety and stability of their living situation. Providing women with immediate shelter, crisis intervention and safety planning directly benefits battered women's potential to reach financial and physical security. 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. 1lesponsible staff Staff Functions Percentage of time ¿erson(s) charged to this activity Denise Henderson, Responsible for providing . . the of 50% or supervIsmg provIslOn Director of Client counseling battered women through individual and group Services seSSlOns, information and referral through 24-hour hotline. Supervises all program managers and leads. Lupe Lucero, Shelter Responsible for supervising or providing the provision of case 100% Manager management of women and children in the shelter program. Oversees the day to day operation of the shelter and children's program. Varda Perleman, Provides case management of women and children in the shelter 100% Children's Program program. Assists Shelter Program Manager in the shelter Coordinator operation. 3 Standardized App/icatianfar Funding FY 05/06 1~.-c¡3 Office of Affordable Housing 7. AGENCY DESCRIPTION AND PREVIOUS CDBG, HOME OR ESG ACCOMPLISHMENTS: Please give a brief general description of your agency and the services provided. Also provide a brief description of your agency's experience in providing the proposed services. If previously funded, what were goals and accomplishments of CDBG projects. The Support Network for Battered Women's mission is to empower our diverse community to live free of domestic violence. We operate Santa Clara County's only 24-hour, toll-free, bilingual (Spanish/English) crisis line for victims of domestic violence. Our counseling program offers crisis counseling, Sh011 and long-term therapy, peer support groups and an extensive children's program providing art and play therapy. We have one of only five emergency shelters in the County available specifically for battered women' and their children. Clients reside in an apal1ment setting for up to eight weeks, working closely with case managers, child advocates and therapists in structuring a life free from violence. The Support Network provides legal services to assist clients with issues ranging from filing restraining orders to divorce and child custody. Because one in three girls will have been in an abusive, controlling relationship by the time she graduates from high school, we have developed a Teen Dating Violence program, a model youth development and awareness project, where young people are trained about the dangers of dating violence and facilitate presentations to their peers in local high schools and middle schools, including in Cupertino. In addition, we distribute materials throughout Cupe11ino in order to provide women with access to information and resources. In addition, we present to various audiences on the dynamics of domestic violence and intervention strategies in order to prevent the devastating impact of this crime on Cupertino residents. Our Victim Advocacy Project (V AP) is a unique, innovative program wherein police-reported victims of domestic violence are contacted and provided with critical support and information. The Support Network has been providing domestic violence services for 26 vears. In the fiscal year 2003/2004, the Support Network answered 4,195 crisis calls and provided 593 clients with in- person crisis intervention, assisted 339 clients with legal issues, provided clinical counseling to 165 clients, offered support groups to 190 clients and sheltered 177 women and children for a total of 7,339 bednights. Our trained volunteers contributed more than 14,500 hours of community service in the various programs. Support Network has received CDBG funding from Cupertino since 1994, for the purposes of providing counseling, emergency shelter, legal services, and crisis calls for Cupertino women and children who are victims of domestic violence. Over the years, we have provided these essential services for hundreds of Cupertino women and children. We have usually met or exceeded our goals in serving Cupertino residents. Office of Affordable Housing 4 Standardized Applicationfor Funding FY 05/06 /5-94 8. AUDIT INFORMA nON: Please provide the date of the most recent audit of your organization. Describe any findings or concerns that may have been cited in the audit or in any accompanying management letter particularly any pertaining to the use of CDBG funds. Also, describe any actions taken to correct identified findings or concerns, The completion of the audit for FY0304 was finalized this week and has been sent to Vera Oil. The annual audit conforms to generally accepted accounting principles, indicates solvency and addresses the organization's fiscal ability to perform contract services. Office of Affordable Housing 5 Standardized Application for Funding FY 05/06 /5 -9 5 9. OTHER SOURCRS OF FUNDS A.NTICIP A. TED FOR THIS PROJEL )ource Estimated Amount Status Individual Donations $ 300,051 Pending COrDorations $ 50,000 Pending Foundations $ 100.000 Pending United Way Grant & Donor ODtions $ 40,000 Pending Federal Grant to Encouraoe Arrest $ 55,376 Secured State Office of Emer2enCY Services $ 193,903 Pending Health Services - Maternal and Child Health $ 160.200 Pending County Marriaae License $ 58,000 Renewal County of Santa Clara - Proiect Riuht Resoonse $ 19.736 Renewal County of Santa Clara - Probation Advocate $ 36,182 Pendino County of Santa Clara - Empowerment $ 28,864 Renewal Unmet Legal Services $ 12,000 Pending 2ities Citv of Camobell- CDBG $ 4.500 Pending City of Cuoe11ino - CDBG $ 7,000 Pending City of Los Altos- CDBG $ 2,629 Pendino City of Los Altos Hills $ 2,000 Pendino City of Milnitas - CDBG $ 6.406 Pendino- City of Mountain View -General Funds $ 32.000 Pendino City of Cuoertino - CDBG $ 18,412 Pending City of Santa Clara - CDBG $ 7,420 Pendino- City of San Jose - CDBG $ 60.000 Pending City of Sunnyvale - CDBG $ 24,000 Pendino Town afLas Gatos - General Funds $ 5.000 Pending City of Camobell- CDBG $ 4.500 Pendinu Program Fees $ 26,400 Pending ESTIMATED TOT AL PROJECT COST: $ 1,254,579 I Include all sources of funds including CDBG allocations. Office of Affordable Housing 6 Standardized Application for Funding FY 05/06 /5- 9f¿, CITY OF CUPERTINO PROJECT WORK PLAN FY 2005/2006 10. AGENCY NAME Su DATE PREPARED2/23/05 ort Network for Battered Women Benchmarks or Beneficiaries For Each Quarter Quantify When Possible znu yo :¡n> Cupertino Families Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) for Domestic Violence Services Specific Activities PROJECT NAME TOTAL 10 3 2 3 IS 2 10 battcred womcn from Cupe11ino will be served through our cIisis intervention program and clinical counseling program. The Support Network will providc battcred women with cIisis counseling through case management, individual and group sessions 4 1 1 1 1 Standardized Application/or Funding FY 05/06 7 be served 4 battered women and their children will Services Program through our Shelter will provide battered with short-tclm and shelter through our Support Network and children Program. Office of Affordable Housing ....... U\ \ .(J 'I The women medium-telm emergency Shelter Services BUDGET For Amount Requested FY 2005/ 2006 11 Date Prepared: Februarv 15.2005 art Network for Battered Women Su AGENCY NAME PROJECT NAME: Domestic Violence Services for Cuveliino Families BUDGET FOR YEAR 5.194.00 675.00 CATEGORY SALARIES: Personnel Benefits 500.00 631.00 OFFICE EXPENSE Rent Telephone/Fax Printing Travel Utilities Office Supplies Postage Equipment Maintenance /Repair PROJECT EXPENSES Accounting Services Auditing Fees Insurance Davis Bacon Compliance PROJECT CONSTRUCTION: Appraisal Engineeling Services Architectural! Design Acquisition Standardized Application for Funding FY 05/06 6 7,000.00 TOTAL Office of Affordable Housing ..... VI ~ \\If CITY OF CUPERTINO , .. -_.--.:;:~ '~H~ jJ{~:L€PMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM .. I SECOND YEAR FUNDING CYCLE FY 2005/2006 o 1 20ns ¡ STANDARDIZED APPLICATION FOR FUNDING .-- -~.::~~-=-_=--I 1. APPLICANT ORGANIZATION: Date: 2/23/05 Agency Name: Economic and Social Opportunities, Inc. Street Address: 1445 Oakland Rd. City: San Jose State: CA /7 EXECUTIVE DTIŒ.tTOR~ Tommv J. Fulcher, Jr. )/ / / ~ æ ~ Signature: 1f:h77 / Þ 'v(;v( {- . . /1 / :I Phone No: (408) 971-0888 Fax No: (408) 971-2897 E-Mail: tßz(aJ,aol.com 2. PROJECT NAME: Housing and Energv Services Program Brief Project Description: Provides direct housing services - emergency home repairs, accessibility, safetv and energv efficiency improvements to lower income households. Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Policy 3-8: Maintenance and Repair. Assist very low & low income homeowners & rental propertv owners in maintaining & repairing their housing units. Policv 3-10: Encourage energy conservation in all existing. . .. Project Address/Location: Proiect Services are provided Citv- Wide CONTACT PERSON/TITLE: Tommy J. Fulcher, Jr. President/CEO Phone No: (408)971-0888 Fax No: (408)971-2897 E-Mail: tßz(aJ,aol.com 3. FUNDS REQUESTED: $ 30,000 Total Project Costs $2.113,160 Is this a Public Service Project: Yes D No !:8J Cost Per Service Unit or Per Client: $2.142.86 Funds Requested from Cupertino in FY 004/05:$45,000 Funds Received in FY 04/05: $45,000 Number of proposed unduplicated Cupertino beneficiaries: 14 households Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median Income: 0-30% (Extremely low) 3 31-50% (Very low) 4 51-80% (low) 7 City of Cupertino Standardized Applicationfor Funding FY 05/06 I '5 - ':¡q 4, PROJECT DESCRIPTION AND NUMBER OF UNDUPLICATED CLIENTS SERVED: Provide a brief description ofthe specific project being proposed. This description should clearly state what the project intends to provide or accomplish and the specific activities for which funds will be used. It should describe the City of Cupertino target population and geographic boundaries oftarget areas. Also indicate the specific type and number of total unduplicated project beneficiaries (e.g. 50 lower income families, 25 homeless persons, 100 lower income households, etc.). ESO's Housing and Energy Services Program will provide home repair and/or improvement services to a minimum of fourteen (14) households. SERVICES include, but are not limited to: Safety Inspection/Assessments: testing of gas appliance to check for proper combustion & carbon monoxide (CO) levels, accessibility evaluations and screenings for potential lead paint hazards. Health & Safety Improvements: education on lead paint hazards, installation of CO & smoke detectors, repair of broken doors & windows; repair of gas appliances; construction of wheelchair ramps & special steps; installation of grab bars, handrails and other assistive equipment. Emergency Home Repairs: repair of plumbing fixtures; replacement of water heaters, etc. Energy Conservation Improvements: installation of insulation, weatherstripping, caulking, and energy efficient lighting. PERSONNEL: All activities are performed by program staff - i.e., recruitment & qualification of eligible households, housing assessments, preparation of work orders, wheelchair/step design, construction/installation/repair work, and quality assurance inspection of completed work. TARGET GROUPS: Very low income senior, physically disabled and female headed households. Home repair services are limited to homeowners only. Energy conservation and safety improvements are available to both homeowners and renters, with landlord approval. LEVERAGED RESOURCES: Fleet of twelve vehicles and over $15,000 in diagnostic and construction equipment. Appliance testing, lead-safe worker training and weatherization/construction training is funded through federal grants. For FY 2005-06, we anticipate our federal energy assistance program to exceed $1.1 million. 5. PROJECT PURPOSE AND OBJECTIVES: Specify objectives project intends to accomplish and identify desired outcomes and benefits. How does the purpose and objectives meet the priority needs? OBJECTIVE: ESO's Housing and Energy Services Program will assist a minimum of fourteen (14) low income Cupertino households. OUTCOMES & BENEFITS: Project will improve health & safety conditions in client homes, preserve affordable housing, increase housing opportunities for physically limited individuals, enable seniors to stay in their homes longer & avoid placement in nursing homes, and decrease home energy costs through energy efficiency improvements thereby making housing more affordable. The repair of minor problems reduces the need for costly housing rehabilitation. Wheelchair ramps and grab bars enable disabled individuals to remain independent and self-reliant and reduces the number of emergency response calls (i.e., 911) required by people who have fallen in their homes. Screening for lead paint hazards and gas appliance testing help household members recognize and deal with the possible harmful environmental conditions in their homes. Installation of CO detectors and smoke alarms provide an ongoing margin of safety that many households cannot afford or simply neglect to install or maintain. Project addresses the following Consolidated Plan policies: #3-8 Maintenance and Repair, #3-10 Energy :onservation of existing residence, and #3-11 Special Needs Households. City of Cupertino Standardized Application for Funding FY 05/06 2 /5 - /DO 6. PROJECT MANAGEMENT Briefly describe how the proj ect will be managed and administered, including proposed staff time and staff functions. Overall responsibility for the management of the Housing and Energy Services Program rests with the Division's Director. In addition to the Director, staffing for the proposed project includes a Management Analyst, Program . Coordinator, Community Workers and Work Crews consisting of Housing Technicians and Weatherization Installers. These individuals are supported by office staff consisting of an Office Manager and Department Specialists. Both field and office staff is multi-cultural and are fluent in English, Spanish, and Vietnamese. The Program Coordinator and Community Workers are responsible for the recruitment and qualification of eligible households, assessment of client homes, preparation of preliminary work orders, and the inspection of completed work to ensure proper execution of the work orders and client satisfaction with the services provided. Work orders are implemented by crews (i.e., Housing Technicians & Weatherization Installers) under the supervision of the Program Coordinator. Monitoring of the program's activities and progress toward contractual goals is performed through the review of monthly activity reports submitted to the agency's President/CEO and Board of Directors. 7. AGENCY DESCRIPTION AND PREVIOUS CDBG, HOME OR ESG ACCOMPLISHMENTS: Please give a brief general description of your agency and the services provided. Also provide a brief description of your agency's experience in providing the proposed services. Ifpreviously funded, what where goals and accomplishments of CDBG projects. ESO, a private non-profit public benefit corporation, has served as the state designated Community Action Agency for Santa Clara County since 1970. ESO's mandate is to assist families and individuals to become independent and self-sufficient. In pursuit of this goal, ESO administers a variety of programs that reflect the agency's holistic approach to solving the problems of low income families. Services currently provided by ESO programs include: job placement, center-based & family day care, substance abuse counseling, AIDS case management, and utility payment assistance. ESO has been operating housing improvement services such as those included in this proposal since 1976. ESO's Housing and Energy Services department serves over 6,000 low income, Santa Clara County Residents annually. Historically, ESO's programs have met or exceeded all contract objectives for our CDBG fimded activities for over 20 years. Under ESO's current City of Cupertino CDBG contract, ESO has met both the first and second quarter goals. 3 Standardized Application for Funding FY 05/06 J '5 -/D/ City of Cupertino 8. AUDIT INFORMATION: Please provide the date of the most recent audit of your organization. Describe any findings or concerns that may have been cited in the audit or in any accompanying management letter particularly any pertaining to the use ofCDBG funds. Also, describe any actions taken to correct identified findings or concerns. ESO's organization-wide financial audit for the period July I, 2003 through June 30, 2004, was compJeted on December 15, 2004. ESO's audit did not include any findings or concerns pertaining to the use ofCDBG or any other funds. 9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT': SOURCE ESTIMATED AMOUNT STATUS2 45,000 Application Submitted Cupertino CDBG 560,000 Application Submitted San Jose CDBG 89,160 Application Submitted Urban County CDBG 80,000 Application Submitted Milpitas CDBG 60,000 Application Submitted Palo Alto CDBG 30,000 Application Submitted Campbell CDBG 30,000 Application Submitted MountainView CDBG LIHEAP 1,060,000 Anticipated contract renewal DOE 159,000 Anticipated contract renewal ESTIMATED TOTAL PROJECT COST: $2.1 13.160 (Should equal total project cost on cover page) ] Include all sources offunds including CDBG allocations. , Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with anticipated dates of final funding decisions. City of Cupertino 4 Standardized Application for Funding FY 05/06 IS-I();). City of Cupertino · · · · · · Qualification of participants. Assessment of dwellings for potential services; may include lead paint screening, combustion appliance testing, blower door testing, etc. Work plan development. Implementation of project work plan. Inspection of completed work. QNAC follow-up on completed projects Standardized Applicatian for Funding FY 05/06 , Housing and Energy Service Projects · Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Identify and recruitment of eligible households J I' 4 Benchmarks or Beneficiaries For Each Quarter Quantify W~en Possible .2"" 3' 4'" TOTAL 3 1. 14 Specific Activities PROJECT NAME Housin Services Pro am AGENCY NAME Economic and Social 10. o ortunities Inc CITY OF CUPERTINO PROJECT WORK PLAN FY 2005/2006 DATE PREPARED Februar 23 2005 ~ Q ~ I \f) - City oj Cupertino ¡; Standardized Application Jor Funding FY 05/06 TOTAL: PROJECT CONSTRUCTION: Appraisal Engineering Services ArchitccturallDesign Acquisition 45,000 PROJECT EXPENSES Accounting Services Auditing Fees Insurance Davis Bacon Compliance :l\1iscellaneous Materials SO 5,250 3,800 360 710 OFFICE EXPENSE: Rent Telephone/Fax Printing Travel Utilities Office Supplies Postage Equipment Maintenance /Repair 60 490 4,380 140 40 1,930 560 390 SALARIES: Personnel Benefits 20,760 6,050 CATEGORY BUDGET FOR YEAR Project Name Housin Services Pro Inc am Agency Name 11 Economic and Social o ortunities ESO BUDGET For Amount Requested FY 2004/2005 Date Prepared Februar 23,2005 ":t- O ...... , V\ ...... CITY OF CUPERTINO COMMUNITY DEVELDPMENT BLOCK GRANT:(CÐ:BG) PROGRAM "SECOM.)YEAR FUNDING CYCLE FY :WOS/2006 STANÐ~AJ>}>LICA'fIONFOR FUNDING 1. APPLICANT ORGANIZATION: Date: February 28. 2005 Agency Name: Midpeninsula Cifizens for Fair Housina City: Palo Alto State: CA Signatur . Phone No: 510-581-9380 Fax No: 510-537-4793 E-Mail: maraie@echofairhousina.ora 2. PROJECT NAME: Fair Housina Services Brief Project Description: Fair housina services throuah educafion. invesfiaafion of discrimination complaints. housina audits. and enforcement of fair housina laws in the City of Cupertino. IdentifY City of Cupertino Consolidated Plan Priority Needs (see attached): Goal E: Eaual Access to Hous- ina Opportunities. Policv 3-12: Support proarams & oraanizafions that seek to eliminate housina discrimination. Project Address/Location: 457 Kinaslev Avenue. Palo Alto. CA 94301 CONTACT PERSON/TITLE: Anaie Watson-Haiiem. Fair Housina Specialist Phone No: 650-327-1718 Fax No: 650-327-1859 E-Mail: mcfhousina@cs.com 3;. FUNDS REQUESTED: $10.500 Total Project Costs$64.930 Is this a Public Service Project Yes 0 No ¡g¡ Cost Per Service Unit or Per Client$52.50 per hour Funds Requested from Cupertino in FY 004/05:$10.100 Funds Received in FY 04/05: $10.200 Number of proposed unduplicated Cupertino beneficiaries: 46 households + 6 audits Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median lllcome: 0-30% (Extremely low) Office of Affordable Housing 3 31-50% (Very low) 3 51-80% (low) 4 Standardized Application for Funding FY 04/05 1 IS-/D5 I. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICATED CLIENTS SERVED~ Provide a brief description of the specific project being proposed. This description should clearly state what the project intends to provide or accomplish and the specific activities for which funds will be used It should describe the City of Cupertino target population and geographic boundaries of target areas. Also indicate the specific type and number of total unduplicated project beneficiaries (e.g. 50 lower income families, 25 homeless persons, 100 lower income households, etc.). This project will address the problem of illegal housing discrimination in the City of Cupertino. Under federal and state laws it is illegal to deny housing to a person based on race, color, creed, gender, sexual orientation, national origin, age, marital status, presence of minor children, disability, or any other arbitrary reason. As a result of MCFH's educational and outreach efforts, the City of Cupertino's residents and housing providers are becoming more informed of their rights, responsibilities, and legal protections from discrimination. We will provide the following services: (1) Conduct an Owner/Manager training; (2) Conduct 4 fair housing presentations; (3) Distribute 1,000 brochures at public locations, such as libraries, community centers, government offices, etc; (4) Staff booth at the TCM Expo; (5) Conduct a Fair Housing Month activity; (6) Broadcast 40 public service announcements ~ver local radio and television; (7) PrmlÌde information! referra1s to inquiñes regarding discrimination & landlordltenanUssues,.!. availability of housing to 35 households; (8) Provide information, investigation, counseling, legal referral, & follow-up services, as appropriate, to 11 persons with allegations of illegal discrimination; (9) Conduct a random fair housing audit of 6 properties to determine levels of illegal discrimination and offer training where discrimination is suspected; (10) Recruit, train, and maintain adequate pool of trained testers and conduct 1 tester training; (11) Maintain panel of 8 cooperating _ attorneys and conduct an Attorney Training; (12) Attendance at 4 fair housing collaborative meetings. .;. PROJECT PURPOSE AND OBJECTIVES: SpecifY objectives project intends to accomplish and identifY desired outcomes and benefits. How does the purpose and objectives meet the priority needs? State and federal fair housing laws assure that everyone has the right to be treated in terms of his or her individual merits and qualific¡;¡tions in seeking housing. Further, the City of Cupertino Housing Element dictates, that "a fundamental right is the ability for all persons to have equal access to housing,regardless offactors such as religion, ethnicity, age or sexua1 orientation. It is important that the City continue to ensure equal access to housing and to support groups and organizations that provide fair housing counseling/information services." Unfortunately, discrimination in housing still occurs, disrupting the lives of victims and damaging the quality of life in our community. The need for fair housing services is illustrated by the fact that in the City of Cupertino service area, MCFH has consistently provided information, investigation, counseling, legal referral, and follow-up services to residents. In order to meet the priority needs, the objectives of the FY 2005-06 program are (1) to assist households who feel that housing discrimination has intertered with the achievement of their housing goals; (2) to educate households regarding fair housing laws and resources for resolving discrimination and landlord and tenant issues; (3) to educate housing providers and their agents regarding fair housing law and methods of compliance; (4) to investigate allegations of discrimination and enforce fair housing laws; (5) work with other community stakeholders to provide fair housing presentations and services; (6) to approach fair housing discrimination in a proactive manner by conducting fair housing audits; (7) to attend collaborative meetings for exchange of information and to further staff education as pertains to fair housing. Office of Affordable Housing Standardized Application for Funding FY 04/05 2 /5-/ò(P 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. MCFH's management structure remains basically the same as during our previous years of work for the City. The Executive Director provides administrative oversight, and the Board of Directors, which meets monthly or when necessary, makes major policy decisions. The Executive Director monitors progress toward achieving program o~ectives through oversight of monthly progress reports. Direct responsibility for project work rests with the Fair Housing Specialist. Her responsibility includes telephone counseling, conciliation between complainants and owners or managers, testing of alleged discriminatory practices, community education, and referral to attorneys or other enforcement agencies. She is responsible for data collection and reporting. MCFH has a full-charge bookkeeper that handles all aspects of bookkeeping including general ledger, accounts payable/receivable, and payroll. MCFH's operational management includes the following cost-cutting measures: (1) rented space in housing shared by other non-profits; (2) shared use of copy machine; (3) shared use of meeting rooms and facilities; (4) conducting careful cost comparisons when shopping for services and supplies; (5) publishing and printing our own outreach materials. 7. AGENCY DESCRIPTION AND PREVIOUS CDBG, HOME OR ESG ACCOMPLISHMENTS: Please give a brief general description of your a,gency and the services provided. Also provide a brief description of your agency's experience in providing the proposed services. If previously funded, what where goals and accomplishments of CDBG projects. MCFH satisfies the HUD definition of Fair Housing Enforcement Organization (FHO) and Qualified Fair Housing Enforcement Organization (QFHO). MCFH has 40 years experience in testing for fair housing violations and enforcement of meritorious claims, and is one of the oldest fair housing organizations in the nation having pioneered many of the investigative techniques, which are now standard procedures across the country. The following are accomplishments for fiscal year 2003-2004: Owner/M er Training 1 1 100% Staff information booth 1 1 100% Fair Housi Presentations 6 6 100% Brochure distribution 1.000 2,567 257% Staff booth at TCM Expo 1 1 100% Staff booth at Abilities Expo 1 1 100% Fair Housing Month activity 1 1 100% Broadcast PSA's 40 120 300% Provide information & referral 20 49 245% Provide intake & education 5 2 40% Provide investigation & enforcement 6 6 100% Recruit & maintain 20 testers 1 2 200% Attorney's Worksh 1 1 4DQ% Attend fair housing coalition meetings 4 3 75% City of Cupertino Standardized Application for Funding FY 05/06 3 15 -107 8. AUDIT INFORMATION: Please provide the date of the most recent audit of your organization. Describe any findings or concerns that may have been cited in the audit or in any accompanying management letter particularly any pertaining to the use of CDBG funds. Also, describe any actions taken to correct identified findings or concerns. The most recent financial audit was issued in September 2004 by the firm of Robert L. Hicks, CPA. No management letters were issued as a result of the audit and no problems were found concerning the use of CDBG funds. See financial audit appended to this proposal. 9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECTt; SOURCE ESTIMATED AMOUNT STATUS' _ Application pending- Cupertino CDBG $10,500 ADril2005 Application pending - Menlo Park GF $7,590 June2005 - . Application pending- Redwood City CDBG $42,210 March 2005 Application pending - Santa Clara Co CDBG $3,675 May 2005 - Discretionarv funding $955 Secured/Committed ESTIMATED TOTAL PROJECT COST: $64.930 (Should equal total project cost on cover page) J Include all sources of funds including CDBG allocations. , Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with anticipated dates of final funding decisions. City of Cupertino Standardized Application for Funding FY 05/06 4 /5-/Dð' CITY QF CUPERTiNQ PROJECT WORK PLAN FY 2005/2Ö06 10. 200$ 25 DATE pm;PARED .Februa ns111a Citite.rts for F AGENCY NAME TOTAL nenchmarks or Beneficiaries For Each Qnarter Quantify When Possible 2'" y.r ¡at 1'f or Milestones to be accomplished (Use Specific Numerical Data When Possible) Produds s sin Fait Ho Specific Attivities PROJECT NAME 1 4 1,000 1 1 40 35 11 6 1 1 4 1 250 1 10 9 3 1 1 1 1 250 1 - 10 9 3 6 - 1 - 1 250 - 10 9 2 - 1 1 1 250 Standardized Application for Funding FT 05/06 5 - 10 9 3 1 One tráining Four trainings 1,000 brm;hures One outreaoh to Owners/Managers One activity 1 psa disseminated each quarter over 10 radio and/or television stations Respohd to 35 inquiries Eleven cases Six properties Provide one training Conduct an Attorney Training Attend four meetings 1. Conduct Owner/Manager Tráinlng 2. Conduct fair housing presentatibns 3. Distribute brochures 4. Staff booth at TCAA Expo 5. Fair Housing Month activity 6. Broadcast public service announcements over iocal radio and television 7. Provide information & referrals 8. Provide information, counseling, investigatlons, and enforcement 9. Conduct a random fair housing audit of Cupertino properties 10. Recruit, train, and maintain tester pool 11. Maintain panel of 8 cooperating attorneys 12. On"going attendance at fair housing collaborative meetings City of Cupertino ...... V\ I ...... () -.c BUDGET For Amo\lnt Requested FY 2004/2005 Date Prepared: Februa 25. 2005 - BUDGET FOR YEAR - - - Standardized Application for Funding FY 05/06 6 11. 5,447 1,186 HO_usin idpenmsula Citizen$ för Fair SelVlces Agency Name: Name: F SALARIES: Personnel Benefits CATEGÖ~Y Projeqt 1,348 832 16 50 3 52 31 172 44 50 1.191 8 !Repair OFFICE EXPENSE: Rent Te\el>þonelFax Printing Travel Cons'llt'lnt SerVices Office Supplies Postage Eqµipmeut Maintenance TraininglEducation Member.!tip.lPublitations Fair Housing Testing Expenses Advertising 37 33 10,500 PROJEéT EXPENSES: Acçounting Services Auditing Fees Insurance Davis Bacon COmpliance PROJECT CONSTRUCTION: Appraisal Engineering Semces Architectural/Design Acquisition TOTAL: City of Cupertino - U\ I - ~ () CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SECOND YEAR FUNDING CYCLE FY 2005/2006 STANDARDIZED APPLICATION FOR FUNDING 1. APPLICANT ORGANIZATION: DATE: February 18. 2005 Agency Name: Cupertino Community Services Street Address: 10104 Vista Drive City: Cupertino Zip: 95014 EXECUTIVE DIRECrOR:_ Jaclyn Phuong Fabre //-,/~ -~\ Signature: / ".., // .,;/----).--=-:? . 'i-'<~/-,þ ,¿Y'':''''-- .,-- ;;;:> Phone No: 408-255::"8033 Fax No: 408-366-6090 Email: lac 1 vnf@cuoertinocommunitvservices.erg 2. PROJECT NAME: Affordable Housing Program Brief Project Description: CCS has successfully implemented the Affordable Housing Program for the City of Cupertino for tlie past twelve years. The CCS Affordable Housing Program consists of administering the Cupertino Below Market Rate (BMR) Rental Program and Sales Program. as well as the management of CCS Transitional Housing Program. Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Affordable Renter units for all size households (0-30% ill (30-50% ill (50-80% L); Affordable Owner units (0-30% H) (30-50% M) (50-80% L). Project AddressILocation: 10104 Vista Drive. Cupertino 95014 CONTACT PERSON/TITLE: Erica HeadleylDirector of Housing Services Phone No: 408-255-8033 Fax No: 408-366-6090 Email: ericah@cuDertinocommunitvservices.org 3. FUNDS REQUESTED: $65.000 Total Project Costs: $218.052 Is this a Public Service Project: Yes X No 0 Cost Per Services Unit or Per Client: $500/application Funds Requested from Cupertino in FY 04/05: $65.000 Funds Received in FY 04/05: $65,000 Number of proposed unduplicated Cupertino beneficiaries: 250 households annually Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median mcome: 0-30% (Extremely low) 15% 31-50% (Very low) 50% 51-80% (Low) 35% I Standardized ApplicationJor Funding FY 05106 IS-/l{ City of Cupertino 4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICA TED CLIENTS SERVED: Provide a brief description of the specific project being proposed. This description should clearly state what the project intends to provide or accomplish and the specific activities for which funds will be used. It should describe the City of Cupertino target population and geographical boundaries of target areas. Also inclicate the specific type and number of total unduplicated project beneficiaries (e.g. 50 lower income families, 25 homeless persons, 100 lower income households, etc.). According to the City of CUDertino General Plan. it is estimated that 1,547 households in Cupertino are considered "very-low income" and 801 households are "low-income". Overall, it states that in 2001 at least 1,651 of these lower income households are "overpaying" for housing (paying more than 30% of their income). Many residents are one paycheck away from homelessness; increasingly, professionals find themselves in this situation. Cupertino Community Services, 1nc. (CCS) addresses the needs for affordable housing available to the homeless to moderate-income members in our community. CCS has successfully implemented the Affordable Housing Program for the City of Cupertino for the past thirteen years. The CCS Affordable Housing Program administers the Cupertino Below Market Rate (BMR) Rental Program and Sales Program, as well as owns and manages the CCS Transitional Housing Program. The BMR Rental Program places low and very low income residents in over 115 BMR rental units. CCS documents eligibility and maintains an open working waiting list for prospective tenants. CCS re- qualifies all tenants on the anniversary of their move-in date or when the HUD guidelines are announced. CCS also screens and places eligible seniors into affordable units identified by the City. Currently, CCS manages 10 units at Chateau Cupertino and provides subsidies for very low income seniors to allow them to stay at The Chateau. The BMR Sales Program identifies, qualifies and places median and moderate income home buyers. CCS qualifies and maintains a waiting list for future sales projects. CCS also administers any resale of BMR purchased units to appropriate qualified buyers. CCS staff conducts annual residency verifications and audits. The Transitional Housing Program is afour-plex that houses up to 22 homeless men, single mothers and children. Successful graduates of the Rotating Shelter Program and referred women and children qualify for this program for a maximum of two years. CCS provides on-going intensive case management, supervision and resources to ensure the progress of these tenants in becoming self sufficient. CCS creates and distributes outreach materials to publicize the availability of all Affordable Housing Programs. CCS staff provides annual updated BMR informational brochures and statistical information to the City and the public. Staff works with the Housing Commission to ensure that the Program follows City goals and objectives on a continuous basis. Do to the nature of the affordable housing crisis in the Silicon Valley, ccs not only works to place households in the BMR Program but offers case management to find appropriate housing for all populations. 2 Standardized Application for Funding FY 05/06 I S-I/;;;" City afCupertino 5. PROJECT PURPOSE AND OBJECTIVES: Specify objectives project intends to accomplish and identify desired outcomes and benefits. How does the purpose and objectives meet the priority needs. Each potential participant is carefully screened to ensure they qualified based on the guidelines set by the City of Cupertino. TIle Affordable Housing Program objectives are: a To provide & maintain an adequate supply of residential units for all economic sef!ments; a To provide support to the City of Cupertino to meet their f!oals for affordable housinJ!; a To advocate for housinf! that is affordable for a diversity of Cupertino households; a To assist the participants with findinf! secure housinf!. CCS' annual project outcomes are: a 115 BMR rental units will be occupied; a Maintain BMR sales waitinf! list and notification list. a All BMR rental units & sales homes will be verified annually; a 22 homeless men, women & children receive shelter & case manaf!ement in the Transitional Housinf! Prof!ram. 60% will find stable housinf! upon leavinf! the Transitional Housinf! Prof!ram. CCS' Transitional Housing and the Cupertino Below Market Rate Program further the goals stated in the Cupertino General Plan: Goal A - An adequate supply of residential units for all economic segments; Goal B - Housing that is affordable for a diversity of Cupertino households. 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. Director of Housing Services (95%); manages all aspects of the Affordable Housing Program; conducts intake, assessment and placement of applicants; maintains suitable waiting list; develops and publish outreach materials; ensures compliance with local, state andfederal regulations; maintains statistics for reports and funding; completes funding requests and reports; conducts annual audits & trainings; advises City staff & Housing Commission on Program and community trends/needs; provides support services: volunteer coordination, community outreach, community relations. Screen and place all BMR sales applicants. Program Manager (40%): manages day-to-day operations of Transitional Housing Program; provides on-going case management. Case Manager (75%): assists in the administering of the Affordable Housing Program; provides on- going case management. 3 Standardized Applicationfor Funding FY 05106 IS -1/3 City of Cupertino 7. AGENCY DESCRIPTION AND PREVIOUS CDBG, HOME OR ESG ACCOMPLISHMENTS: Please give a brief general description of your agency and the services provided. Also provide a brief description of your agency's experience in providing the proposed services. If previously funded, what were goals and accomplishments of CDBG projects. For the past 30 years, CCS has been the primary source of emergency services for families and individuals in the West Valley area, which consists of West San Jose, Cupertino, Los Gatos, Monte Sereno and Saratoga. Programs include a Food Pantry, Clothing Closet, Emergency Cash Assistance. Homeless Shelter, Transitional Housing and Below Market Rate Housing. Each year, over 3,500 individuals utilize CCS' programs. CCS has successfully implemented the Affordable Housing Program for the City of Cupertino for the past thirteen years. The CCS Affordable Housing Program consists of administering the Cupertino Below Market Rate (BMR) Rental Program and Sales Program. During the last two years, the BMR Rental Program increase it's inventory by 59%. CCS also qualified 21 homebuyers and is currently working to close escrow on the final homes as they are completed. CCS is a community based organization and places an emphasis on community involvement. We seek the feedback from the service population with periodic client surveys. Case managers receive input from clients and share them with all program staff on a regular basis. Additionally, CCS is a small agency where Program Directors and the Executive Director come in daily contact with clients. This allows for direct community communication with CCS management. Through immediate and ongoing assistance and the" continuum of care, " CCS will continue to improve the general welfare of all economic segments and the diversity of our service area. 8. AUDIT INFORMATION: Please provide the date of the most recent audit of your organization. Describe any findings or concerns that may have been cited in the audit or in any accompanying management letter particularly any pertaining to the use of CDBG funds. Also, describe any actions taken to correct identified findings or concerns. We received a clean audit with no accompanying management letter for the fiscal year 2003/2004. City of Cupertino 4 Standardized Applicationfor Funding FY 05106 IS-/l1 9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT': SOURCE ESTIMATED AMOUNT STATUS City of Cupertino-CDBG 65,000 Pending HUD 82,533 Committed Salvation Army 1,200 Committed CCS - Transitional Rental 40,000 Anticipated Income CCS - Reserves 29,319 Anticipated j ESTIMATED TOTAL PROJECT COST: $218,052 (Should equal total project cost on cover page) Include all sources of funds including CDBG allocations. 2 Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with anticipated dates of final funding decisions. 5 Standardized Applicationfor Funding FY 05106 /fd/5 City of Cupertino CITY OF CUPERTINO PROJECT WORK PLAN FY 2005/2006 18,2005 DATE PREPARED Februar Services AGENCY NAME Cupertino Communit Benchmarks or Beneficiaries For Each Quarter Quantify When Possible 2nd 3rd 41' ram Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Pro PROJECT NAME Affordable Housin Specific Activities · Update informational packets annually (i.e. application, trifolds, website, etc.). · Distribute packets to appropriate locations (i.e. library, City Hall, schoo districts, Community Centers, etc.). TOTAL x x x l' x · To be done on an as needed on- going basis. ( minimum of four annually) · To be done annually/to follow HUD release dates BMR Program for Provide PR . x x · To be done annually/to follow HUD release dates I x x x x for · Keep adequate households vacancies. x x x x x · To be done annually/to follow HUD release dates. · On-going · Process applications (inc. interviews and re-certifications). · Maintain active waiting list and al units occupied. · Audit participating rental complexes and sale units. Work with the Housing Commission for advocating according to the City goals for affordable housing 23 8 5 5 5 women & children & case 22 homeless men, will receive shelter management. & case · Provide shelter management. Standardized Appltcation for Funding FY 05/06 6 City of CuperttllO ..... \J\ \ ..... ..... ç' BUDGET Amount Requested FY 200512006 For 18.2005 Date Prepared: Februar Services Agency Name: Cupertino Communit ram Affordable Housing Pro Name Project BUDGET FOR YEAR $50,000 CATEGORY SALARIES: Personnel Benefits $15,000 OFFICE EXPENSE: Rent TelephonelFax Printing Travel Utilities Office Supplies Postage Equipment Maintenance/Repair PROJECT CONSTRUCTION: Accounting Services Auditing Fees Insurance Davis Bacon Compliance PROJECT CONSTRUCTION: Appraisal Engineering Services Architec!ural/Design Acquisition $65,000 Standardized Application for Funding FY 05/06 7 TOTAL: City of Cupertino ...... VI \ ...... ...... --.! I F CUPEIQ1NO City Hall 10300 Torre Avenue Cupertino, CA 95014-3255 Telephone: (408) 777-3223 FAX: (408) 777-3366 kimberlys@cupertino.org OFFICE OF THE CITY CLERK SUMMARY Agenda Item No. ~ Meeting Date: Mav 3. 2005 SUBJECT AND ISSUE Consider adopting a resolution amending Resolution No. 05-056 to reference the candidate statement fee in the 2005-2006 Fee Schedule. BACKGROUND On December 7,2004, the Council adopted Resolution No. 04-455, which required council candidates to pay the full cost of their voluntary Candidate Statements. On April 5, 2005, the Council adopted Resolution No. 05-056, which adopted the schedule of user fees for 2005-2006. The Candidate Statement fee was included on the original list but the resolution was adopted without it, and that specific item was continued to the next meeting when all members of the Council would be present. CONFLICT OF INTEREST Term limits prevent Council members Sandra James and Richard Lowenthal from running for re- election, so they could not be financially affected by this decision, and therefore have no conflict of interest. Council members Patrick K wok, Dolly Sandoval, and Kris Wang face a potential conflict of interest if they choose to run for a second term and submit a Candidate's Statement. Therefore, those three Council members should recuse themselves from participation or voting on this item. This same situation existed when Resolution 04-455 originally adopted the Candidate Statement fee, and Mayor Patrick Kwok was selected by random drawing to vote in order to constitute a quorum. Therefore, he will be the third voting member for purposes of this item. RECOMMENDA nON Resolution No. 04-455 has already adopted the Candidate Statement fee, so Council does not need to take any further action to collect the costs of the Candidate Statement from future candidates. However, if the Council feels it would be prudent for the Schedule of User fees to include this item as further notice to potential candidates, the following steps are recommended: 1(P-1 Printed on Recycled Paper May 3, 2005 Page 2 1. Council members Dolly Sandoval and Kris Wang should recuse themselves from voting because of a potential conflict of interest, and leave the Council Chamber. Mayor Patrick Kwok will remain and vote in order to constitute the quorum. 2. If the quorum votes in favor of referencing the Candidate Statement cost in the Schedule of User Fees, then adopt the attached amended resolution and fee schedule. Submitted for approval: Approved by: .~ Ki~ City Clerk p-:::f~ U (J urj ~ City Manager Attachment / fø -;). DRAFT RESOLUTION NO: 05-072 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AMENDING RESOLUTION NO. 05-056 TO REFERENCE THE COST FEE FOR CANDIDATE STATEMENTS WHEREAS, the State of California requires fees charged for service rendered not to exceed the cost of delivering said services; and WHEREAS, a public hearing has been held to review user fees; and WHEREAS, the City Council of the City of Cupertino has established guidelines for setting user fees; and WHEREAS, on AprilS, 2005, City Council adopted Resolution No. 05-056 establishing user fees; and WHEREAS, Council asked that the cost of a candidate statement be removed from the list and continued to the next meeting when all members of the City Council were in attendance; and WHEREAS, the City Council members wish to amend the fee schedule resolution to reference the candidate statement cost. NOW, THEREFORE, BE IT RESOLVED that: 1. Resolution No. 05-056, Schedule A, is hereby amended to indicate that there is a fee for a Candidate Statement. 2. User fees are effective July I, 2005. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3rd day of May 2005, by the following vote: Vote Members of the Citv Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino /fÞ- 3 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution OS-OS6/AprilS, 200S Resolution OS-On/May 3, 2005 Fees Effective July I, 2005 Schedule A - General Photocopies - per sheet Microfilm/Microfiche Printout Budget Documents Comprehensive Annual Financial Reports (CAFR) Returned Check Charge Late Payment on 30 Day Delinquent City Invoices Property Liens Administrative Fee Municipal Code Book Williamson Act Filings Candidate Statement Fee Tape Dubbing ~ Audio, Video, DVD, CD VHS DVD CD Webcast/CD Audio DV CAM/BETA CAM V-Malic MiniDV Audio Cassette Notary Fee Fingerprinting Processing Handbill Permit Renewals Solicitor Pennit (Includes fingerprinting) Renewals Massage Establishment Fee (Includes fingerprinting/background check and business start-up inspection) Establishment with Therapist Permit Renewals (Includes two inspections per year) Massage Therapist Fee (Includes fingerprinting/background check) Therapist with Managing Employee Renewals I $0.20 $0.50/frame $SO.OO $30.00 $2S.00 12% per annum $30 per book/block/parcel lien $77.00 $IOS.00 See Resolution No. 04-455 $12.00/tape $20.00/DVD $12.00/CD $50.00/tape $2S.00/tape $30.00/DV $l.OO/tape $1O.00/signature State Fee $32.00 Plus $12.00 City Admin. Fee $93.00 $26.00 $140.00 $26.00 $274.00 $320.00 $136.00 $184.00 $230.00 $46.00 {(rS CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ApriI5, 2005 Resolution OS-072/May 3, 2005 Fees Effective July I, 2005 Schedule A - General (continued) Massage Managing Employee (Includes tìngerprintinglbackground check) Managing Employee with Therapist Pennit Renewals $184.00 $230.00 $46.00 Massage Permit Appeal (Denial/Revocation) $145.00 Taxi Driver Permits (Includes fingerprinting and background check) Renewals $184.00 $46.00 All Municipal Code Parking Violations $35.00 CVC Parking Citation Dismissals Administrative Fee $25.00 Noise Variances $140.00 Duplicate Business Licenses $20.00 Business License Exemption Administrative Fee $60.00 Business License Database $100.00 New Business Monthly Reports 20.00/month Community Festivals $8.00/day/vendor Farmers Market $2.00/week/vendor Flea Markets $8.50/month/vendor Sign Removal (Public Right-of-Way) $15.00/sign Dangerous Dog Annual Registration Fee $177.00 Internet Processing Fee $2.00/transaction False Alanns $130.00 Police Disturbances Actual Cost * Abatement Fee Actual Cost * Compilation of New Records (For information requests greater than 1/2 hour.) Actual Cost * Graffiti Cleanup Actual Cost * 2 IfÞ-¡P CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July 1,2005 Schedule A - General (Continued) Damage to City Property Grounds, Streets, Facilities Traffic - Engineering Traffic - Maintenance Actual Cost 0 Code Enforcement Actual Cost 0 Public Requests for GIS Printed Maps Standard pre-formatted maps Plotted maps Printed maps $25.00 $2.00 Custom request maps For prints or plots of aerial photography, see Engineering fees Actual Cost 0 Public Requests for GIS Data Digital data layers for GIS Data $25.00/layer $200.00 for all city layers Custom request data layers on CDROM Actual CostO Ortho-rectified aerial photography $25.00/tile $300.00 full City of Cupertino (153 tiles) o Actual cost is: I) Employee hourly rate plus 40% for benefits and overhead, and 2) cost of materials, contractors and supplies. 3 1~-7 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule B - Engineering Street Cuts Miscellaneous Cost of Improvements $10,000 or under Cost of Improvements between $10,001 and $15,000 Cost of Improvements $15,001 and over $200.00 $300.00 5% of cost Grading permit; greater of $2,000 minimum or 6% of cost of improvements $2,000.00 minimum PracelMap/TractMap Parcel Map ( 1-4 lots) Tract Map (> 4 lots) $3,250.00 $6,750.00 Plan Check & Inspection Review of Building Permit Only Review ofPubliclPrivate Improvement Plans: Residential; greater of $2,130 minimum or 5% of cost of improvements Commercial; greater of $3,440 minimum or 6% of cost of improvements $500.00 $2,130.00 minimum $3,440.00 minimum Annexation (plus county filing fee) $1,400.00 Certificates of Compliance $1,200.00 Encroachment Permits Residential Non-Residential Annual Utility Company Pool Permit $200.00 $200.00 $350.00 $500.00 Lot Line Adjustment $2,300.00 Soil & Geo Reports (plus any material/service fees) Short Report Long Report Geo Report Deposit $600.00 $600.00 $7,150.00 Engineering Copies Micro fiche Improvement Plans Traffic ReportslPlans Microfilm $20.00/sheet* $20.00/sheet* $20.00/sheet* $0.50/frame* Transportation Permit (Per Department of Transportation) Single Annual Utility Company Additional Engineering Investigation or Coordination $16.00 $90.00 $50.00/hr * Price is for first sheet only. Each additional sheet is $10.00. It- -'i 4 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule B - Engineering (continued) Telecommunications Facility Fee (5% increase per year) Installation Rate Occupancy Rate Banners Large Banners Across Stevens Creek Boulevard Small Banner on Light Poles (for 20 poles) Aerial Photo Custom Work 24" x 36" 812" xII" SoillGeo Report Research Special Events Schools - Traffic Request Insurance Review Block Party/Parade ($950.00) Vacation of Public Street ROW Rural/Semi-Rural Classification Application Comprehensive Neighborhood Traffic Request Certificate of Correction Floodplain Evaluation Pennit Parking Study Pennit Parking Issuance (per household) Research 5 $1.75/lineal ft. of conduit/yr $0.90/lineal ft. ofleased conduit/yr $320.00 $630.00 $50.00/sheet $IO.OO/sheet $1,200.00 $1,090.00 $1,230.00 $315.00 No Charge $460.00 $600.00 $1,720.00 $130.00 $50.00 $880.00 $45.00 $170.00/hr. /fp-q CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3. 2005 Fees Effective July I, 2005 Schedule C - Definition of Planning Fee Services Maior Five thousand or more square feet commercial; 10,000 or more square feet office/industrial; eight or more residential units. Minor Less than 5,000 square feet commercial; less than 10,000 square feet office/industrial; less than eight residential units. Appeal A request from the project applicant or interested party to reverse or amend a decision made by staff or an advisory body. An appointed public official serving on the board that made the decision subject to the appeal, an appointed public official serving on a board that is directly affected by the decision and the City Council members are exempted from the fee requirement. Directors Application An application that receives final approval by staff either via an advertised public hearing or non-hearing format. The application may involve a pre-application meeting and/or Environmental Review committee review. Temporarv Sign Pemút A staff review of a temporary sign application that includes an evaluation of the sign request, the entry into the temporary log and site review by Code Enforcement Officers. The pemút fee is in addition to the submittal of a deposit to guarantee removal of the sign upon expiration of the temporary pemút. Tentative Map Five or more parcels. Parcel Map Four or less parcels. Housing Mitigation Fee Fee collected is used to construct new affordable residential units for Cupertino residents and employees. The fees mitigate the need for affordable units caused by expanding offices creating new jobs and new residential development, office, R&D, industrial and residential development. NOTES: Mixed use applications will be classified based upon the highest intensity and review process. The Director of Community Development will have discretion to classify projects based upon the above criteria. /C,~/O 6 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule C - Planning General Plan Amendment Authorization - Major $3,590.00 General Plan Amendment Authorization - Minor $1,795.00 Study Session $3,590.00 General Plan Amendment - Major $11,185.00 General Plan Amendment - Minor $5,593.00 Development Agreement $14,789.00 Zoning - Minor $2,770.00 Zoning < one acre $5,539.00 Zoning one to five acres $8,420.00 Zoning> five acres $11,473.00 Tentative Map $12,206.00 Use Pennit - Major $12,206.00 Exception (per exception) $2,150.00 Amendment to Development Approval $3,260.00 Hillside Exception $5,407.00 Parcel Map $5,701.00 Use Pennit - Minor $5,701.00 Planning Commission - Architectural and Site Approval $5,701.00 Planning Commission Interpretation $2,849.00 Planning Commission - Tree Removal $2,462.00 Environmental hnpact Report $21,353.00 Negative Declaration - Major $3,285.00 Negative Declaration - Minor $1,643.00 For all projects requiring more than 48 hours of staff time, applicants will be charged at the hourly rate of $110.00 per hour, which includes staff time, overhead and administrative oversight. IIÍJ -1/ 7 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule C - Planning (Continued) Categorical Exemption $191.00 Design Review Committee - Architectural and Site Approval $2,757.00 R-l Design Review $1,915.00 R-l Exception $2,150.00 Sign Exception $1,612.00 Fence Exception $549.00 Director - Variance $1.3 77.00 Director - Minor Modification $963.00 Director - Tree Removal $795.00 Minor Residential Pennit $963.00 Temporary Use Pennit $1,100.00 Temporary Sign Pennit $161.00 Sign Program $551.00 Appeal $145.00 Zoning, Planning, Municipal Code (Building Pennit Fees) Commercial/Multi-Family Residential Single Family $0.21/sq. ft. $O.I1/sq. ft. Wireless Master Plan Fee: Equipment Mount on Existing Light Standard or Utility Pole $5.00/mount Wireless Master Plan Fee: Other Personal Wireless Facility $1,OOO.OO/facility Housing Mitigation In-Lieu Fees Residential Office/Industrial/R&D $1.l5/sq. ft. $2.25/sq. ft. Stevens Creek Blvd. Specific Plan Fee $.044/sq. ft. For all projects requiring more than 48 hours of staff time, applicants will be charged at the hourly rate of $110.00 per hour, which includes staff time, overhead and administrative oversight. 8 / (, -I;)... CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building Valuation Schedule OCCUPANCY AND TYPE 1. APARTMENT HOUSES -Type I or II F.R. Type V - Masonry or Type III Type V - Wood Frame Type I - Basement Garage REMODEL COST PER SO. FT. COST PER NEW SO. FT. $121.61 98.78 91.32 41.65 $253.34 205.78 190.24 86.77 2. AUDITORIUM Type I or 11 F .R. $128.86 $243.14 Type II - I-Hour 93.33 176.09 Type II- N 88.29 166.58 Type III - I-Hour 98.12 185.14 Type III - N 93.08 175.62 Type V - I-Hour 93.82 177.02 Type V - N 87.55 165.18 3. BANKS -Type I or II F .R. $188.98 $343.59 Type II - I-Hour 139.21 253.11 Type II~ N 134.75 244.99 Type III - I-Hour 153.63 279.33 Type III - N 148.14 269.35 Type V ~ I-Hour 139.21 253.11 Type V - N 133.34 242.44 4. BOWLING ALLEYS Type II - I-Hour $80.46 $118.32 TypeII-N 75.09 110.43 Type III - I-Hour 87.56 128.76 Type III - N 81.88 120.41 Type V -1-1 Hour 59.00 86.77 5. CHURCHES Type I or II F.R. $105.87 $230.14 Type II - I-Hour 79.51 172.84 Type II- N 75.56 164.26 Type III ~ I-Hour 86.44 187.92 Type III - N 82.60 179.57 Type V - I-Hour 80.79 175.62 · Add 0.5 percent to total cost for each story over three ··Deduct 11 percent for mini-warehouses ---Deduct 20 percent for "shell only" buildings /(p-r3 9 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building Valuation Schedule OCCUPANCY AND TYPE REMODEL COST PER SO. FT. 6. CONVALESCENT HOSPITALS *Type I or II F .R. Type II I-Hour Type III - I-Hour Type V - I-Hour COST PER NEW SO. FT. $153.01 107.57 110.25 103.90 $322.94 224.11 229.68 216.46 7. DWELLINGS Type V - Masonry Type V ~ Wood Frame $105.33 100.75 $224.11 214.37 Basements Semi-Finished Unfinished $25.30 19.30 $53.82 41.06 8. FIRE STATIONS Type I or II F .R. Type II ~ I-Hour Type 11- N Type III - I-Hour Type III - N Type V - I-Hour Type V - N $140.67 92.59 87.30 10 1.3 2 97.02 95.05 90.13 $265.41 174.70 164.72 191.17 183.05 179.34 170.06 9. HOMES FOR THE ELDERLY Type I or II F.R. Type II -I-Hour Type II - N Type III - I-Hour Type III - N Type V - I-Hour Type V - N 10. HOSPITALS *Type I or II F .R. Type III - I-Hour Type V - I-Hour $115.48 $240.58 93.77 195.34 89.76 186.99 97.66 203.46 93.65 195.11 94.32 196.50 91.09 189.78 $185.53 $378.62 153.58 313.43 146.53 299.05 * Add 0.5 percent to total cost for each story over three **Deduct II percent for mini-warehouse ***Deduct 20 percent for "shell only" buildings **** Add 25% for hazardous occupancy or high tech 10 /c,-/1 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building Valuation Schedule OCCUPANCY AND TYPE REMODEL COST PER SO. FT. COST PER NEW SO. FT. 11. HOTELS AND MOTELS 'Type I or II F .R. Type 1Il- I-Hour Type 1Il - N Type V - I-Hour Type V - N $117.16 101.50 96.74 88.39 86.65 $234.32 203.00 193.49 176.78 173.30 12. INDUSTRIAL PLANTS **** Type I or II F.R. Type II ~ I-Hour Type II - (Stock) Type 1Il- I-Hour Type 111- N Tilt-Up Type V -I-Hour Type V - N $93.73 65.23 59.96 71.82 67.70 49.42 67.70 61.93 $132.01 91.87 84.45 101.15 95.35 69.60 95.35 87.23 13. JAILS Type I or II F.R. Type 111- I-Hour Type V -I-Hour $210.39 192.41 144.27 $369.11 337.56 253.11 14. LIBRARIES Type I or II F .R. Type 11- I-Hour Type 11- N Type 111- I-I-Hour Typelll-N Type V - I-Hour Type V - N $137.72 100.81 95.84 106.49 101.16 99.98 95.84 $270.05 197.66 187.92 208.80 198.36 196.04 187.92 15. MEDICAL OFFICES **** Type I or II F.R. Type 11- I-Hour Type II - N Type 111- I-Hour Type III - N Type V - I-Hour Type V - N $144.16 111.23 105.68 120.64 112.32 108.82 104.96 $277.24 213.90 203.23 232.00 215.99 209.26 201.84 · Add 0.5 percent to total cost for each story overthree "Deduct 11 percent for mini-warehouse "'Deduct 20 percent for "shell only" buildings .... Add 25% for hazardous or high tech occupancies II /(,-15 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3. 2005 Fees Effective July I, 2005 Schedule D - Building Valuation Schedule OCCUPANCY AND TYPE REMODEL COST PER SO. FT. COST PER NEW SO. FT. 16. OFFICES Type I or II F.R. $148.67 $247.78 Type II - I-Hour 99.53 165.88 TypeII-N 94.80 157.99 Type III - I-Hour 107.46 179.10 Type III - N 102.73 171.22 Type V - I-Hour 100.64 167.74 Type V - N 94.80 157.99 17. PRIVATE GARAGES Wood Frame $37.21 $56.38 Masonry 41.95 63.57 Open carports/covered decks/patios 25.42 38.51 Uncovered decks 25.22 32.37 18. PUBLIC BUILDINGS Type I or II F.R. $143.14 $286.29 Type II ~ I-Hour 116.00 232.00 Type II- N 110.90 221.79 Type III - I-Hour 120.41 240.82 Type III ~ N 116.23 232.46 Type V - I-Hour 110.20 220.40 Type V -N 106.26 212.51 19. PUBLIC GARAGES Type I or II F.R. $80.55 $113.45 Type I or II Open Parking 60.45 85.14 TypeII-N 46.12 64.96 Type III - I-Hour 60.95 85.84 Type III - N 54.19 76.33 Type V -I-Hour 55.51 78.18 20. RESTAURANTS 'Type III - I-Hour $167.22 $225.97 Type III - N 161.55 218.31 Type V - I-Hour 153.14 206.94 Type V - N 147.13 198.82 · Add 0.5 percent to total cost for each story over three "Deduct II percent for mini-warehouse "'Deduct 20 percent for "shell only" buildings .... Add 25% for hazardous or high tech occupancies 12 I" -I (, OCCUPANCY AND TYPE 21. SCHOOLS Type I or II F.R. Type II - I-Hour Type III ~ I-Hour Type III ~ N Type V - I-Hour Type V - N 22. SERVICE STATIONS Type II- N Type III - I-Hour Type V -I-Hour Canopies 23. STORES *Type I or II F .R. Type II - I-Hour Typell-N Type III - I-Hour Type III ~ N Type V - I-Hour Type V - N 24. THEATERS Type I or II F .R. Type III - I-Hour Type III - N Type V -I-Hour Type V - N 25. WAREHOUSES** Type I or II F.R. Type II or V -I-Hour Type II or V-N Type IIl- I-Hour Type III - N CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building Valuation Schedule REMODEL COST PER SO. FT. * Add 0.5 percent to total cost for each story over three **Deduct II percent for mini-warehouse ***Deduct 20 percent for "shell only" buildings **** Add 25% for hazardous or high tech occupancies COST PER NEW SO. FT. $162.53 $257.98 110.94 176.09 118.68 188.38 114.15 181.19 111.23 176.55 106.11 168.43 $87.31 $155.90 91.07 162.63 77.56 138.50 36.38 64.96 $145.29 $191.17 88.87 116.93 86.93 114.38 108.08 142.22 101.38 133.40 90.98 119.71 84.10 110.66 $145.20 $254.74 105.79 185.60 100.77 176.78 99.58 174.70 94.15 165.18 $72.20 $114.61 42.82 67.98 40.19 63.80 48.53 77.02 46.19 73.31 1(,-/7 13 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ApriI5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building Valuation Schedule EQUIPMENT AND AIR CONDITIONING Commercial Residential Sprinkler Systems $ 5.26 $ 4.39 $ 3.25 RETAINING WALLS. PER SO. FT. illEIGHT X LENGTID AREA ABOVE GRADE Masonry Concrete $ 30.07 $ 26.46 ............................................................................... Address Changes $268.92 14 /IQ-/8 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building Permit Permit Valuation $1 - $3,000 $83.16 $3,001 - 25,000 $93.96 for the first $3,000 plus $10.80 for each additional $1,000 or fraction thereof, to and including $25,000. $25,001 - 50,000 $324.00 for the first $25,000 plus $8.64 for each additional $1,000 or fraction thereof, to and including $50,000. $50,00 I - 100,000 $540.00 for the first $50,000 plus $6.48 for each additional $1,000 or fraction thereof, to and including $100,000. $100,00 I - 500,000 $851.04 for the first $100,000 plus $4.32 for each additional $1,000 or fraction thereof, to and including $500,000. $500,001 - 1,000,000 $2,817.72 for the first $500,000 plus $3.24 for each additional $1,000 or fraction thereof, to and including $1,000,000. $1,000,001 - $4.795.20 for the first $1,000,000 and up plus $2.16 for each additional $1,000 or fraction thereof. PLAN CHECKING Structural and Non-Structural 1.3345% of building pennit fee for each plan submitted. Each additional identical repeat plan for multi-unit residential developments will be assessed at $34.86 each unit. Energy 48% of building pennit fee for each plan submitted. Each additional identical repeat plan for multi-unit residential developments will be assessed at $34.86 each unit. Repeat plan checks that exceed 2 reviews will be charged an hourly rate at $87.14 per hour. 15 /(rlt{ CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building - Electrical Fees New Residential Buildings and Remodels that add additional square footage The following fees shall include all wiring and electrical equipment in or on each building, or other electrical equipment on the same premises constructed at the same time. Permit Fee $38.37 New multi-familv residential buildings (apartments and condominiums) having three or more living units not including the area of garages, carports and other non-commercial automobile storage areas constructed at the same time, per square foot $.07 New single and two-familv residential buildings not including the area of garages, carports and other minor accessory buildings constructed at the same time, per square foot $.08 For other types of residential occupancies and alterations, additions and modifications to existing residential buildings, use the UNIT FEE SCHEDULE New commercial buildings and completelv remodeled spaces not including the Area of garages, per square foot $.13 Commercial alterations and modifications to existing buildings, use the Unit fee schedule 16 /(ø·;;J.D CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ApriI5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 UNIT FEE SCHEDULE Remodel- No additional square footage Permit Fee Residential Appliances For fixed residential appliances or receptacle outlets for same, including wall-mounted electric ovens; counter mounted cooking tops; electric ranges, self-contained room console, or through-wall air conditioners; space heaters; food waste grinders; dishwashers washing machines; water heaters; clothes dryers; or other motor operated appliances not exceeding one horsepower (HP) in rating each NOTE: For other types of air conditioners and other motor-driven appliances having larger electrical ratings, see Power Apparatus. Non-Residential Appliances For residential appliances and self-contained factory-wired, non-residential appliances non exceeding one horsepower (HP), kilowatt (KW), or kilovotampere (KV A) in rating including medical and dental devices; food, beverage, and ice cream cabinets; iJluminated show cases; drinking fountains; vending machines; laundry machines; or other similar types of equipment, each NOTE: For other types of air conditioners and other motor-driven appliances having larger electrical ratings, see Power Apparatus. Services For services of 600 volts or less and not over 200 amperes in rating, each For services of 600 volts or less and over 200 amperes to 1,000 amperes in rating, each For services over 600 volts over 1,000 amperes in rating, each 17 $ 38.37 $ 4.80 $ 4.80 $ 29.43 $ 59.94 $119.88 /{q- 2.( CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ApriI5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building - Electrical USER FEE SCHEDULE (continued) Remodel- No additional square footage Signs, Outline Lighting and Marquees For signs, outline lighting systems or marquees supplied from one branch circuit, each For additional branch circuits within the same sign, outline lighting system or marquee, each Miscellaneous Apparatus, Conduits, Conductors, and Special Circuits For electrical apparatus, conduits and conductors for which a pennit is required but for which no fee is herein set forth Power Device/Apparatus For motors, generators, transfonners, rectifiers, synchronous converters, capacitors, industrial heating, air conditioners and heat pumps, cooking or baking equipment and other apparatuses, as follows: Rating in horsepower (HP), kilowatts (KW), kilovolt-amperes (KV A), or kilovolt-amperes-reactive (KV AR): 1 unit 2 through 5 units, each additional 6 and over, each additional NOTE: I. For equipment or appliances having more than one motor, transfonner, heater, etc., the sum of the combined ratings may be used. 2. These fees include all switches, circuit breakers, contractors, thennostats, relays and other directly related control equipment. 18 $23.98 $ 4.80 $27.58 $47.96 $17.99 $11.99 /(0 - 22 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building - Electrical UNIT FEE SCHEDULE (continued) Remodel - No additional square footage Busways För trolley and plug-in-type busways, each 100 feet or fraction thereof $7.02 Note: An additional fee will be required for lighting fixtures, motors and other appliances that are connected to trolley and plug-in-type busways. No fee is required for portable tools. Receptacle, Switch and Lighting Outlets For receptacle, switch, lighting or other outlets at which current is used or controlled, except services, feeders and meters. First 20 each Additional outlets, each NOTE: For multi-outlet assemblies, each 5 feet or fraction thereof may be considered as one outlet. $1.20 $0.73 Lighting Fixtures For lighting fixtures, sockets or other lamp holding devices First 20 each Additional fixtures, each $1.20 $0.73 For pole or platform-mounted lighting fixtures each For theatrical-type lighting fixtures or assemblies each $1.20 $1.20 19 /(ø-2'3 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building - Mechanical Fees New Residential Buildings and Remodels that add additional square footage. The following fees shall include all mechanical equipment in or on each building, or other mechanical equipment on the same premised constructed at the same time. New multi-familv residential buildings (apartments and condominiums) having three or more living units not including the area of garages, carports and other non-commercial automobile storage areas constructed at the same time, per square foot $0.07 New and single and two-familv residential buildings not including the area of garages, carports and other minor accessory buildings constructed at the same time, per square foot $0.08 For other types of residential occupancies and alterations and modifications To existing building, use the unit fee schedule New commercial buildings and completelv remodeled SDaces not including The area of garages, per square foot $0.13 Commercial alterations and modifications to existing buildings, use the unit Fee schedule 20 ) (r2-tf CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July 1, 2005 Schedule D - Building - Mechanical Fees UNIT FEE SCHEDULE Remodels - No additional Square Footage Pennit Fee For the repair of alteration of, or addition to each heating appliance, refrigeration unit, cooling unit, V A V boxes, absorption unit, or each heating, cooling, absorption, or evaporative cooling system, including installation of controls regulated by this Code. For each air-handling unit, AlC units, heat pumps to and including 10,000 cubic feet per minute, including ducts attached thereto. Does not apply to central type. NOTE: This fee shall not apply to an air-handling unit that is a portion of a factory-assembled appliance, cooling unit, evaporative cooler or absorption unit for which a pennit is required elsewhere in this Code. For each air-handling unit AlC unit, heat pump over 10,000 din For the installation or relocation of each commercial or industrial-type Hood For the installation of each residential hood that is served by a mechanical exhaust, including the ducts for such hood For the installation or relocation of each forced-air or gravity-type furnace or burner, including ducts and vents attached to such appliance, up to and including 100,000 Btulh For each ventilation system which is not a portion of any heating or air conditioning system authorized by a pennit For each ventilation fan connected to a single duct For the installation or relocation of each forced air or gravity type furnace or burner, including ducts and vents attached to such appliance over 100,000 Btu/h 21 $ 38.37 $ 13.19 $ 10.26 $ 17.82 $137.87 $ 10.26 $14.31 $ 10.26 $ 7.02 $ 17.55 1(.r25 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ApriI5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building - Mechanical Fees UNIT FEE SCHEDULE (continued) Remodels - No additional Square Footage For the installation or relocation of each floor furnace, including vent $ 14.31 For the installation or relocation of each suspended heater, recessed wall heater or floor-mounted unit heater $ 14.31 For the installation, relocation or replacement of each appliance vent installed and not included in an appliance pennit $ 7.02 For the installation or relocation of each boiler or compressor to and including three horsepower, or each absorption system to and including 100,000 Btu/h (29.3 kw) $ 14.31 For the installation or relocation of each boiler or compressor over three horsepower to and including 15 horsepower, or each absorption system over 100,000 Btu/h and including 500,000 Btu/h $ 26.19 For the installation or relocation of each boiler or compressor over 15 horsepower to and including 30 horsepower, or each absorption system over 500,000 Btu/h to and including 1,000,000 Btu/h $ 35.91 For the installation or relocation of each boiler or compressor over 30 horsepower to and including 50 horsepower, or for each absorption system over 1,000,000 Btu/h to and including 1,750,000 BtuIh $ 53.46 For the installation or relocation of each boiler or refrigeration compressor over 50 horsepower, or each absorption system over 1,750,000 Btu/h $89.37 For each appliance or piece of equipment regulated by this Code but not classed in other appliance categories, or for which no other fee is listed in this Code $ 10.26 22 It, - 2(, CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ApriI5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building - Plumbing Fees New Residential Buildings and Remodels that add additional square footage The following fees shall include all plumbing equipment in or on each building, or other plumbing equipment on the same premises constructed at the same time. New multi-familv residential buildings (apartments and condominiums) having three or more living units not including the area of garages, carports and other non-conunercial automobile storage areas constructed at the same, per square foot $0.07 New single and two-familv residential buildings not including the area of garages, carports and other minor accessory buildings constructed at the same time, per square foot $0.08 For other types of residential occupancies and alterations and modifications To existing building, use the unit fee schedule New commercial buildings and completelv remodeled spaces not including The area of garages, per square foot $0.13 Conunercial alterations and modifications to existing buildings, use the unit fee schedule 23 /(,,27 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building - Plumbing Fees UNIT FEE SCHEDULE Remodel - No additional Square Footage Pennit Fee $38.37 For installation, alteration or repair of water piping water treating equipment $ 9.00 For repair or alteration of drainage or vent piping, floor, area, condensate piping $ 9.00 For each plumbing fixture or trap or set of fixtures on one trap (including water, drainage piping and backflow protection therefor) $ 9.00 For each gas piping system of one (I) to four (4) outlets $ 5.40 $ 1.20 For each gas piping system of five (5) or more, per outlet For each industrial waste pre-treatment interceptor, including its trap and vent, excepting kitchen type grease traps functioning as fixture traps $17.99 Kitchen type trap and/or system $ 9.00 For each building sewer, sanitary sewer, and each trailer park sewer $21.58 Storm/rainwater systems per drain $ 9.00 $10.79 For each water heater and/or vent Water service $ 9.00 Re-pipe per fixture $ 9.00 24 1(,-28 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ApriI5, 2005 Resolution OS-On/May 3, 2005 Fees Effective July I, 2005 Schedule D - Building - Plumbing Fees UNITS FEE SCHEDULE Remodel - No additional Square Footage (continued) For each lawn sprinkler system on anyone meter, including backflow protection devices therefor $13.19 Five (5) or more, each $ 1.08 For atmospheric type vacuum breakers/backflow not included in item 1 I to 5 over 5 each additional $10.79 $ 2.16 For each private sewage disposal system $67.14 For each cesspool $33.57 25 /(r2-Cf CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ApriI5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule D OTHER BUILDING INSPECTION FEES Private Swimming Pools For new private, residential, in-ground, swimming pools for single-family and multi-family occupancies including a complete system of necessary branch circuit wiring, bonding, grounding, underwater lighting, water pumping and other similar electrical equipment directly related to the operation of a swimming pool, each including plan check and energy. $540.00 For other types of swimming pools, therapeutic whirlpools, spas and alterations to existing swimming pools, use the UNIT FEE SCHEDULE Temporary Power Service For a temporary service power pole or pedestal including all pole or pedestal-mounted receptacle outlets and appurtenances, each. $62.10 For a temporary distribution system and temporary lighting and receptacle outlets for construction sites, decorative light, Christmas tree sales lots, fireworks stands, etc. each. $11.88 Inspection outside of the nonnal business hours (minimum charge two hours) $90.72/hr. Inspection for which no fee is specifically established (minimum charge one hour) $68.04/hr. Re-inspection - A fee may be assessed for each inspection or re-inspection when such portion of work for which inspection is called is not complete or when corrections called for are not made. $176.18 26 /0-30 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule E - Recreation Recreation classes and excursion fees shall be determined as follows: Classes I. Determine the maximum hourly rate paid to instructor. 2. Multiply the instructor's hourly rate by the number of class meetings. 3. Determine the minimum number of participants and divide into the instructor's cost. 4. Add indirect overhead percent - 32%. 5. Add 20% to establish non-resident fee. 6. Add cost for specialized equipment or supplies. Special conditions: For classes taught by contract instructors, the indirect overhead is only added to the City's percentage. Excursions I. Transportation cost divided by the number of participants plus overhead transfer. 2. Add 20% to establish non-resident fee. 3. Add any admission cost, supplies or leadership cost. Additional factors that mav be used to determine the class or excursion user fee: The total number of participants in a given activity may generate additional revenue whereby the total program cost may be reduced. Classes that traditionally have waiting lists may have the user fee increased. Programs in competition with adjacent cities or the private sector may require fees to be increased or decreased to remain competitive. 27 /(P-3/ CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule E - Recreation Facility Use Fee Schedule (Staff Use Only) CLASSIFICATIONS: Group I: City of Cupertino activities that are open to the public. Official city sponsored programs. Group II: Clubs with 51 % resident membership, recreation programs and events with full or affiliated city co-sponsorship and open to the public. Group III: Programs and events sponsored by Cupertino based non-profit recreation, education or community service organization with 51 % resident participation. These organizations must show an official structure and status. Group IV: Private, special interest or business groups for functions not open to the public. These functions would include parties, banquets, receptions, industrial conferences, seminars, trade shows, etc. Group V: Programs and events sponsored by non-resident non-profit recreation, education or community service organization. These organizations must show official structure and status. Group VI: Cupertino Businesses using the Cupertino Room of the Quinlan Community Center for promotional and business related purposes other than negotiation or direct sale. 28 I fÞ-3 é).. CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule E - Recreatiou Quinlan Community Center ROOM RENTAL SCHEDULE PER HOUR CUDertino Room Group II Group III Group IV Group V Group VI Mondav ~ Thursdav N/A $30 $140 $50 $265 Fridav - Sundav $17 $80 $230 $140 $265 Classroom Group II Group III Group IV Group V N/A $20 $45 $25 $12 $60 $90 $75 Conference Room Group II Group III Group IV Group V N/A $10 $40 $25 $12 $25 $60 $50 Security Staff Security staff is required when alcohol is served at any City facility: $25.00 per hour. Overtime Fee Functions exceeding the pennitted reservation time shall be charged $150.00 for any time up to the first half hour, and $150.00 for every half hour thereafter. This charge wiJI be deducted from the security deposit. This applies to all City facilities. Securitv DeDosit A security deposit shall be required for Groups III, IV, V, and VI. Security deposit is due at time of reservation. The Department Director may also require a deposit based on the nature of an event. The security deposit wiJI be refunded if no damage occurs, rooms are left in clean condition, and pennits conclude on time. Quinlan Community Center Cupertino Room - Groups IV, VI $750 All Other Rooms - Group IV $300 Group II, II, V - All Rooms $300 29 l(r33 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ApriI5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule E - Recreation Monta Vista Recreation Center Creekside Park Building Room Rental Schedule Per Hour Monta Vista Recreation Center Creekside Park Building Multi-Purpose Group III Group IV Group V N/A N/A N/A N/A N/A N/A Classroom Group II Group III Group IV Group V $15 $15 $30 $20 $15 $15 $30 $20 Conference RoomIKitchen Group II Group III Group IV Group V $15 $15 $25 $20 N/A N/A N/A N/A Securitv Staff Security staff is required when alcohol is served at any City facility: $25.00 per hour. Overtime Fee Functions exceeding the permitted reservation time shall be charged $150.00 for any time up to the first half hour, and $150.00 for every half hour thereafter. This charge will be deducted from the security deposit. This applies to all City facilities. Securitv Deposit A security deposit shall be required for Groups III, IV, V, and VI. Security deposit is due at time of reservation. The Department Director may also require a deposit based on the nature of an event. The security deposit will be refunded if no damage occurs, rooms are left in clean condition, and permits conclude on time. 30 /~·3if. CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule E - Recreation Senior Center iutnual ~ernbership Newsletter - ~ailed Resident $22 $5.00 Non-Resident $27 $5.00 Room Rental Schedule Per Hour Recevtion Room Evenings and Weekends * Group II Group III Group IV Group V $12 $80 $230 $140 Classroom, Conference Room. Arts & Crafts Room, Bav Room Group 1\ Group III Group IV Group V $12 $60 $90 $75 * Senior Center rooms are not available for rental ~onday through Thursday 8:00 a.m. to 10:00 p.m. and Friday, 8:00 a.m. to 5:00 p.m. Securitv Staff Security staff is required when alcohol is served at any City facility: $25.00 per hour. Overtime Fee Functions exceeding the pennitted reservation time shall be charged $150.00 for any time up to the first half hour, and $150.00 for every half hour thereafter. This charge will be deducted from the security deposit. This applies to all City facilities. Securitv Devosit A security deposit shall be required for Groups III, IV, V, and VI. Security deposit is due at time of reservation. The Department Director may also require a deposit based on the nature of an event. The security deposit will be refunded if no damage occurs, rooms are left in clean condition, and pennits conclude on time. Cupertino Senior Center Reception Hall- Group IV $750 All Other Rooms - Group IV $300 Group II, III, V ~ All Rooms $300 31 f(r35 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule E - Recreation OUTDOOR FACILITIES Memorial Softball Field Cupertino residents/businesses only Non-Residents Field can be reserved for a maximum of 2 hours THERE IS NO FEE FOR CURRENT SOFTBALL TEAMS PLAYING IN CUPERTINO LEAGUES $25.00 $40.00 Field preparation (includes dragging, watering, chalking, and bases) $36.50 Field Attendant (2 hour minimum) Field Attendant is required any time lights or field preparation is requested. $ 8.25/hr. Lights (in the evening) $ 5.00/hr. Memorial Park Amphitheater Cupertino residentlResident business Non-resident/Non-resident business $55.00 $75.00 Memorial Park Gazebo Cupertino residentlResident business Non-residentlNon-resident business $55.00 $75.00 Picnic Areas (Daily Rate) Cupertino residents Cupertino business Non-residents Non-resident business Electricity at Memorial or Linda Vista Park $ 55.00 $ 75.00 $ 80.00 $100.00 $ 25.00 Sports Field Fees Adult Leagues (two hour minimum) Deposit $50.00/hr $600.00 Youth Leagues (Participant/Season) $11.00 R $22.00NR 32 1Ú1' 3t; CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ApriI5, 2005 Resolution OS-On/May 3, 2005 Fees Effective July I, 2005 Schedule E - Recreatiou BLACKBERRY FARM PICNIC GROUNDS General Admission: Weekends & Holidavs Weekdavs ADULT (13 years and over) Resident $8.00 Non-Resident $9.00 Resident $5.00 Non-Resident $6.00 CHILD (6 through 12) $5.00 $6.00 $4.00 $5.00 Group Rates: Weekends & Holidavs $8.50 $6.50 Weekdavs Adult Child 03 & Older) (6-12) $5.75 $4.75 $5.50 $4.50 $5.25 $4.25 Adult (13 & Older) Child (6-12) 100-500 persons 501-1,000 $8.00 $6.00 1,001 or more $7.50 $5.50 Full Summer Pass Available any day the park is open: Resident Non-Resident Adult (13 & Up) $85.00 $110.00 Child (6 to 12 years old) $60.00 $70.00 Family Pass (2 people) $140.00 $170.00 Family Pass (3 people) $150.00 $180.00 Family Pass (4 people) $160.00 $190.00 Family Pass (5 people) $170.00 $200.00 Family Pass (6 people) $180.00 $210.00 33 /~'3Î CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ApriI5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule E - Recreation lO-Day Pass Available any 10 days the park is open: Resident Non-Resident Adult (13 and older) $40.00 $45.00 Child (6 to 12 years old) $32.50 $36.00 Children under 6 are free when accompanied by their parents BLACKBERRY FARM GOLF COURSE Weekends Weekdavs Resident Non-Resident Resident Non-Resident 9-Holes $14.00 $16.00 $12.00 $14.00 Junior & Senior $14.00 $16.00 $11.00 $13.00 Second 9 Holes (all $12.00 $14.00 $11.00 $13.00 players) All groups and tournaments pay the full rate (Cupertino resident still applies). Staff is authorized to set merchandise fees according to current cost. BLACKBERRY FARM RETREAT CENTER Conference Room (9:00 a.m. to 5:00 p.m., with meals) $69.95/person 34 {(p- 38 CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule E - Recreation BLACKBERRY FARM GOLF COURSE Annual Rate (Weekdays Only) Adults (17-61) Jr/Sr Cupertino Residents Non-Residents $850 $1,000 $775 $925 Semi-Annual Rate (Weekdays Only) Cupertino Residents Non-Residents $455 $540 $415 $495 Super-Annual Rates (Good on Weekends & Holidays) Cupertino Residents Non-Residents $1,000 $1,125 $1,000 $1,125 Super-Semi Annual Rates (Good on Weekends & Holidays) Cupertino Residents Non-Residents $500 $600 $500 $600 Quick Passes (Ten-play card for the price of nine) Cupertino Resident Weekday Cupertino Resident Weekend $99 $117 $90 $117 Non-Resident Weekday Non-Resident Weekend $117 $135 $108 $135 Green Fees Cupertino Resident Weekday Cupertino Resident Weekend $12 $14 $11 $14 Non-Resident Weekday Non-Resident Weekend $14 $16 $13 $16 35 j(P-3Q CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ApriI5, 2005 Resolution OS-On/May 3, 2005 Fees Effective July 1, 2005 Schedule E - Recreation Sports Center Day Passes ~ Resident Non-Resident $7.00 $10.00 Monthly Passes One Month Single $55.00 $65.00 One Month Couple $75.00 $90.00 One Month Family $95.00 $115.00 Annual Passes One Year Juniors «17) $300.00 $330.00 One Year Single $425.00 $455.00 One Year Couple $810.00 $880.00 One Year Family $905.00 $980.00 One Year Senior $380.00 $405.00 Enrollment Fee All $50.00 $50.00 ADDITIONAL CONDITIONS 1. The Cupertino Tennis Club will be charged $lO.OO/hour during primetime and $6.00/hour per court during non-primetime for all C.T.C. sponsored activities other than U.S.T.A. leagues and practices. 2. All competitors in C.T.C./U.S.T.A. leagues participating at the Sports Center must purchase an annual pass. 3. Individuals may purchase a ten pack of day passes, $60.00 Resident, $90.00 Non-Resident. 4. Specials will be offered on an on-going basis. Child Watch Fees One visit: Ten visits: One Month Pass: $5.00 $45.00 $100.00 Teen Center Rental Rate Deposit Overtime Rate $150.00 $750.00 $200.00 first hour; $100.00 each half hour after Residents: Daily Pass Annual Pass $.00 $.00 Non-Residents: Daily Pass $5.00 36 / {p-I{Ô CITY OF CUPERTINO SUMMARY OF USER FEES Resolution 05-056/ April 5, 2005 Resolution 05-072/May 3, 2005 Fees Effective July I, 2005 Schedule E - Recreation Community Hall ROOM RENTAL SCHEDULE PER HOUR Group II Group III Group IV Group V Group VI Mondav - Thursdav $40 $40 $150 $60 $275 Fridav - Sundav $90 $90 $240 $150 $275 Securitv Staff Security staff is required when alcohol is served at any City facility: $25.00 per hour. Overtime Fee Functions exceeding the permitted reservation time shall be charged $150.00 for any time up to the first half hour, and $150.00 for every half hour thereafter. This charge will be deducted from the security deposit. This applies to all City facilities. Securitv Deposit A security deposit shall be required for Groups III, IV, V, and VI. Security deposit is due at time of reservation. The Department Director may also require a deposit based on the nature of an event. The security deposit will be refunded if no damage occurs, rooms are left in clean condition, and permits conclude on time. Community Hall Groups IV, VI Groups II, III, V $750 $300 37 /6>-4/ i '~! 'í\~'"' /J . CUPEIQ1NO PUBLIC WORKS DEPARTMENT Summary AGENDA ITEM 11 AGENDA DATE Mav 3. 2005 SUBJECT AND ISSUE Review of bids and award of contract for Blackberry Farm Golf Course Maintenance, Project No.2005-01 to Professional Turf Management in the amount of$186,720 per year. BACKGROUND The maintenance of Blackberry Farm Golf Course has been contracted since March of2002. The current contract is held by Professional Turf Management. This project has reached the maximum term with renewal of the agreement and therefore was put out to competitive bid. The bid provides for an armual amount (estimated cost $180,000). The term of the agreement is for two (2) years, with the City's option to renew for up to 2 one-year extensions, with a CIP adjustment yearly after the first two (2) year term. The renewal of this activity as first bid in February of2005 and due to some bid irregularities with the low bidder and the higher price differential of the second low bidder, on March 15,2005 the Council, on recommendation of staff, rejected all bids and authorized the re-bid of this project. As a result of the Re-Bid for the Blackberry Farm Golf Course Maintenance project the City received a sole bid as summarized below: Bidder City Cost Estimate Professional Turf Management Base Bid $ 180,000.00 $ 186,720.00 The sole bidder is Professional Turf Management. The City reviewed the statement of qualifications for Professional Turf Management and finds them in compliance. In addition, since Professional Turf Management is currently maintaining Blackberry Farm Golf Course, staff can report that they have been consistently performing to the City's satisfaction. FISCAL IMPACT An expenditure of $186,720 yearly will be required for this contract. Funds are available in the budget for Blackberry Golf Course Fund, Acct # 560-9940-7014 /1-/ Printed on Recycled Paper May 3, 2005 ST AFF RECOMMENDATION Review of bids and award of contract for Blackberry Farm Golf Course Maintenance, Project No.2005-0l to Professional Turf Management in the amount of $1 86,720 per year. Submitted by: ~~<P£-LCtUd Director of Public Works Attest as to bids received: Submitted by: ~ Therese Smith Director of Parks & Recreation Approved for submission: AAQ 1 David W. Knapp ~City Manager 17-;)" I" I If.~: . CUPEIQ1NO PTTRr rr WnTlT(ç;;: npPA RTMPNT Summary AGENDA ITEM Ie¡ AGENDA DATE Mav 3, 2005 SUBJECT AND ISSUE Adoption of Resolution 05 - ()73 in support of AB 1590 (Lieber and Cohn) regarding Property Tax Revenue Allocations for Special Districts - Santa Clara VaHey Water District (SCVWD) BACKGROUND As part of the adoption ofthe FY 2004-2005 State budget, the Governor and the local governments of California (cities, Counties, Redevelopment Agencies and Special Districts) negotiated an agreement to shift $1.3 Billion in property tax revenue to the State budget each year for two years. This agreement ultimately became Proposition lA approved by the voters in November 2004. Special Districts were to contribute $350 million of that amount per year as their share of the agreement. Cities and counties also each contributed $350 million per year and redevelopment agencies (RDA) contributed $250 million per year. Since Proposition 1 A was not specific as to the allocation ofthe $1.3 Billion share beyond the $350/$350/$350/$250 split noted above, prior to the November election, cities, counties and RDAs opted for a pro-rata allocation formula that determined down to the dollar the amount to be provided by each city, county and RDA. Special districts did not do such an allocation and as a result, the implementing legislation for that aHocation ultimately exempted many smaH special districts and limited others. The result of the legislation, combined with the State Controller's interpretation ofthe legislation, was that dual-purpose special districts (which operate on both enterprise funds i.e., from rate payers and non enterprise funds, i.e. general funds) such as the SCVWD were taxed at a higher rate than single purpose agencies. SCVWD reports that the effect ofthat interpretation was a $51 million loss in district property tax revenues over the next two years. To address this situation AB 1590 has been introduced in the legislature to essentially require that dual-purpose agencies are treated the same as single-purpose agencies and are not asked to pay more. The district estimates that reduction in the tax loss to the district under AB 1590 will be approximately $18.3 million in 2005-2006. 1'1-1 Printed on Recycled Paper That funding, according to the district, will be used to restore the flood protection services provided by the district that would have been lost under the Controller's original interpretation. Although the bill has some awkward wording as the how this reduction in tax loss is to be determined, the fact that it is intended to reduce the impact on SCVWD in FY 2005-2006 by up to $18.3 million and the fact the bill currently have no fiscal impact on cities and counties under the provisions of proposition I A, staff recommends that the Council support the legislation. However it is also recommended that the City request that the League of California Cities consider taking a "watch" position on the bill to ensure that its basic intent is maintained throughout the legislative process before its final enactment. FISCAL IMPACT The current version of the bill requires that the controller, in making any reduction calculations for the 2005-2006 FY, ensure that AB 1590 does not result in a net increase in the total amount of the reduction for any city or county under the current allocation for the 2004-2005 FY. The provisions of the bill are not as clear as they could be on this point but since the current version of the bill does contain what is, in effect, a "hold harmless clause" for cities and counties, there should be no fiscal impact on the City. STAFF RECOMMENDATION Adoption of Resolution 05 - C>73 in support of AB 1590 (Lieber and Cohn) regarding Property Tax Revenue Allocations for Special Districts - Santa Clara Valley Water District (SCVWD) Submitted by: Approved for submission: ~ .-fl.. David W. Knapp ~ City Manager ~~"U'-d Director of Public Works /9-2 RESOLUTION NO. 05-073 DRAFT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO SUPPORTING AB1590 (UEBER AND COHN) REGARDING PROPERTY TAX REVENUE ALLOCA nONS FOR SPECIAL DISTRICTS-SANTA CLARA VALLEY WATER DISTRICT WHEREAS, as part of the adoption of the 2004-05 State budget, an agreement was negotiated to shift $1.3 billion in property tax revenue to the State budget each year for two years; and WHEREAS, passage of Proposition lA, the resulting legislation, required Special Districts to contribute $350 million per year as their share of the agreement, but taxed dual- purpose special districts at a higher rate than single-purpose districts; and WHEREAS, as a result of the legislation, the Santa Clara Valley Water District, a dual- purpose special district, reports a loss of $51 million in property tax revenues over the next two years; and WHEREAS, AB 1590 has been introduced in the legislature to require that dual-purpose agencies be treated the same as single-purpose agencies, resulting in a reduction in the tax loss to the District of approximately $18.3 million in 2005-06, which will be used to restore the flood protection services that would otherwise have been lost. NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Cupertino hereby declares its support of AB 1590 (Lieber and Cohn) regarding Property Tax Revenue Allocations for Special Districts-Santa Clara Valley Water District. BE IT FURTHER RESOLVED that the City Council requests that the League of California Cities consider a "watch" position on the bill to ensure that the basic intent is main- tained throughout the legislative process before its final enactment. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3'd day of May 2005, by the following vote: Vote Members ofthe City Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: Mayor, City of Cupertino City Clerk ¡q-3 I !~' 'j\~ /f ".-., -cc.c-J . F CUPEIQ1NO PUBLIC WORKS DEPARTMENT Summary AGENDA ITEM ;)D AGENDA DATE Mav 3, 2005 SUBJECT AND ISSUE Presentation by Santa Clara Valley Water District (SCVWD) Staff of a Status Report on the Calabasas Creek and Bollinger Bridge and Bikeway Project BACKGROUND The Calabasas Creek Bollinger Bridge and Bikeway project will provide for major improvements in the Calbasas Creek floodway at Bollinger Road. It also will provide for a widening of the bridge to accommodate the bikeway on the north side of the bridge and will retrofit the bridge structure for seismic improvements. The project is being managed by the SCVWD and representatives from the district will be present to provide the Council with an update on the status of the project along with the current schedule for the major milestones for completion. This report is for the Council's information and no action is required. Submitted by: ~ ""bm¡"io", ..Q.p.vid W. _, ~ "èity Manager ~~a.u'l Director of Public Works ç}ö -I Printed on Recycled Paper !;~! æ~~ . City Hall 10300 Torre Avenue Cupertino, CA 95014-3255 (408) 777-3354 FAX: (408) 777-3333 CUPEIQ1NO DEPARTMENT OF PUBLIC WORKS Summary AGENDA ITEM ;1[ AGENDA DATE Mav 3.2005 SUBJECT AND ISSUE Adoption by the City Council of Resolution No. 05-07'1, authorizing the City Manager to execute an agreement with the Bay Area Air Quality Management District (BAAQMD) that will enable the City to receive a Transportation Fund for Clean Air grant in the amount of $63,000.00 for the retrofit of Los Altos Garbage Company (LAGCO) refuse trucks with emission control devices. Adoption of Resolution No. 05 - Ci74 II authorizing the City Manager to negotiate and execute an agreement with LAGCO for the use of the BAAQMD funds in the amount of$63,000.00 and the use ofthe previously approved TFCA funding in the amount of $11 0,000.00, both for the retrofit of refuse trucks to serve Cupertino customers. BACKGROUND On July 19, 2004, the City Council approved a resolution authorizing submittal ofan application to the BAAQMD for Transportation Fund for Clean Air (TFCA) grant funds for retrofitting refuse trucks to reduce NOx (nitrogen oxide) emissions. NOx contributes to the formation of ozone. The funds can only be applied for by public agencies, waste hauling companies are not permitted to apply. An application was submitted to BAAQMD on behalf of LAG CO to retrofit 7 qualifying trucks servicing Cupertino. The City has received approval of the subsequent application for TFCA grant funds in the amount of$63,000. It is recommended that the Council authorize the City Manager to negotiate and execute an agreement to receive the funds from this grant. The City has also received approval of an application sent to BAAQMD in December 2004 in the amount of$llO,OOO.OO for the remaining refuse trucks eligible in LAGCO's fleet. The resolution that was approved by Council gave the City Manager authorization to execute the agreement for that application. However, it will be necessary for both grant funds to have an agreement with LAGCO to ensure the proper applications of the grant monies for the conversions of the qualifYing trucks. It is therefore also recommended that the City Council authorize the City Manger to negotiate an agreement with LAGCO in the amount of the funding ITom both grants noted above. Printed on Recycled Paper ~H FISCAL IMPACT This action will allow the City to receive TFCA grant funds in the amount of $63,000.00 and will allow the city to apply these funds along with $110,000 in previously approved TFCA funds to retrofit LAGCO refuse trucks for service to City customers. STAFF RECOMMENDATION Adoption by the City Council of Resolution No. 05-07'1, authorizing the City Manager to execute an agreement with the Bay Area Air Quality Management District (BAAQMD) that will enable the City to receive a Transportation Fund for Clean Air grant in the amount of $63,000.00 for the retrofit of Los Altos Garbage Company (LAGCO) refuse trucks with emission control devices. Adoption of Resolution No. 05 - ö7'-1A authorizing the City Manager to negotiate and execute an agreement with LAGCO for the use of the BAAQMD funds in the amount of$63,000.00 and the use of the previously approved TFCA funding in the amount of$llO,OOO.OO, both for the retrofit of refuse trucks to serve Cupertino customers. Submitted by: Approved for submission: W j -~avid W. Knapp Vity Manager ~"~UeJ "'0' Director of Public Works ;Z/-~ RESOLUTION NO. 05-074 DRAFT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AUTHORIZING THE CITY MANAGER TO EXECUTE AN AGREEMENT WITH THE BAY AREA AIR QUALITY MANAGEMENT DISTRICT TO RECEIVE A TRANSPORTATION FUND FOR CLEAN AIR GRANT IN THE AMOUNT OF $63,000 TO REDUCE EMISSSIONS FROM SOLID WASTE COLLECTION VEHICLES FOR RETROFIT OF LOS ALTOS GARBAGE COMPANY REFUSE TRUCKS IN CUPERTINO WHEREAS, the Bay Area Air Quality Management District has approved a Transportation Fund for Clean Air grant in the amount of $63,000.00 for the retrofit of seven existing diesel refuse trucks with emission control devices; and WHEREAS, in order to receive the grant, Bay Area Air Quality Management District requires that a funding agreement between Bay Area Air Quality Management District and the City of Cupertino be executed; NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Cupertino hereby authorizes the City Manager to a execute a funding agreement with Bay Area Air Quality Management District in order to receive a Transportation Fund for Clean Air grant in the allocated amount of $63,000.00. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3'd day of May 2005, by the following vote: Vote Members of the City Council AYES: NOES: ABSENT: ABSTAIN : ATTEST: APPROVED: City Clerk Mayor, City of Cupertino ,;){- '3 RESOLUTION NO. 05-074a DRAFT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE AN AGREEMENT WITH LOS ALTOS GARBAGE COMPANY FOR THE USE OF BAAQMD FUNDS IN THE AMOUNT OF $63,000 AND $110,000 FOR THE RETROFIT OF REFUSE TRUCKS WITH EMISSION CONTROL DEVICES WHEREAS, the Bay Area Air Quality Management District has approved two Transportation Fund for Clean Air grants in the amount of $63,000.00 and $110,000.00 for the retrofit of sixteen existing diesel refuse trucks with emission control devices; and WHEREAS, it is necessary to negotiate and execute an agreement between the City of Cupertino and Los Alto Garbage Company to ensure the proper applications of the grant monies for the conversions of the qualifying trucks; NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Cupertino hereby authorizes the City Manager to negotiate and execute an agreement with Los Altos Garbage Company for the use of the BAAQMD funds in the amount of $63,000.00 and $1 IO,OOO.OO, both for the retrofit of refuse trucks to serve Cupertino customers. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3rd day of May 2005, by the following vote: Vote Members of the Citv Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino ,;J ,- '-I ,! "~ ¡ 111\ ~.....::7 /' mJ . City Hall 10300 Torre Avenue Cupertino, CA 95014-3255 (408) 777-3354 FAX (408) 777-3333 F CUPEIQ1NO PUBLIC WORKS DEPARTMENT Summary AGENDA ITEM .;;2~A AGENDA DATE Mav 3, 2005 SUBJECT AND ISSUE Adoption of Resolution No. 05- D 7 5 , authorizing the City Manager to apply for, accept, and appropriate an allocation of 2005-06 Transportation Development Act Article 3 Pedestrian and Bicycle Project grant funding from the Metropolitan Transportation Commission, in the amount of$38,361.00, for the Mary Avenue Bicycle Footbridge. BACKGROUND On February I, 2005, Council approved the conceptual design of a cable-stayed structure for the Mary Avenue Bicycle Footbridge and adopted Resolution No. 05-022. The Resolution approved an application for additional funding from the Santa Clara Valley Transportation Authority in the amount of $1,560,000 for the Mary Avenue Bicycle Footbridge project, a commitment for $75,000 in additional local matching funds for a total funded project budget of $8,750,000, and authorized Staff to seek additional funding sources in an amount up to $500,000 as an additional cost escalation contingency, for a total projected budget of $9,250,000. In pursuit of funds for the additional cost escalation contingency, Council, on February 15,2005, adopted Resolution No. 5-30, authorizing the City Manager to apply for, accept, and appropriate $200,000.00 in 2005-2006 State Bicycle Transportation Account (BTA) funds. Adoption of the attached resolution will represent another step in that pursuit, by authorizing the City Manager to apply for, accept, and appropriate State Transportation Development Act Article 3 (TDA 3) funds that will be available in Fiscal Year 2005-2006 through the Metropolitan Transportation Commission. In fiscal year 2005-2006 the City is eligible for a $38,361.00 share of these funds, which can be applied to the Mary Avenue Bicycle Footbridge project, as a component of the additional cost escalation contingency. FISCAL IMPACT This will make an additional $38,361.00 available to help fund additional cost escalation contingency approved by Council for the Mary Avenue Bicycle Footbridge project. Printed on Recycled Paper ;nfH STAFF RECOMMENDATION Adopt Resolution No. 05- 07:;' , authorizing the City Manager to apply for, accept, and appropriate an allocation of 2005-06 Transportation Development Act Article 3 Pedestrian and Bicycle Project grant funding from the Metropolitan Transportation Commission, in the amount of $38,361.00, for the Mary Avenue Bicycle Footbridge. Submitted by: Approved for submission: 2AQ JLDavld W. Knapp a City Manager ~u~JrU U U. '- t Director of Public Works ;lJ. A - z.. RESOLUTION NO. 05-075 DRAFT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AUTHORIZING THE CITY MANAGER TO APPLY FOR, ACCEPT, AND APPROPRIATE AN ALLOCATION OF FISCAL YEAR 2005-06 TRANSPORTATION DEVELOPMENT ACT ARTICLE 3 PEDESTRIAN AND BICYCLE PROJECT GRANT FUNDING FROM THE METROPOLITAN TRANSPORTATION COMMISSION, IN THE AMOUNT OF $38,361.00, FOR THE MARY AVENUE BICYCLE FOOTBRIDGE WHEREAS, on February I, 2005, Council approved the conceptual design of a cable- stayed structure for the Mary A venue Bicycle Footbridge; and WHEREAS, the City Council authorized staff to seek additional funding sources in an amount up to $500,000 as an additional cost escalation contingency; and WHEREAS, the City is eligible for a $38,361.00 share of additional Transportation Development Act Article 3 (TDA) 3 funds that will be available in fiscal year 2005-2006 through the Metropolitan Transportation Commission, which can be applied to the Mary Avenue Bicycle Footbridge project. NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Cupertino hereby authorizes the City Manager to apply for, accept, and appropriate an allocation of 2005- 06 Transportation Development Act Article 3 Pedestrian and Bicycle Project grant funding from the Metropolitan Transportation Commission, in the amount of$38,361.00, for the Mary Avenue Bicycle Footbridge. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3'd day of May, 2005, by the following vote: Vote Members of the Citv Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: Mayor, City of Cupertino City Clerk J'JA'3 ...... I ..~i ,',\ ~~;' I ____. I . City Hall 10300 Torre Avenue Cupertino, CA 95014-3255 (408) 777-3354 FAX (408) 777-3333 CUPEIQ1NO PUBLIC WORKS DEPARTMENT Summary AGENDA ITEM ;;1d. 13 AGENDA DATE Mav 3, 2005 SUBJECT AND ISSUE Adoption of Resolution No. 05- 07'" , authorizing the City Manager to apply for, accept, and appropriate $450,000.00 in State Safe Routes to School, Cycle 6, funding for the Garden Gate School Zone Traffic Calming Project and a commitment for an additional $2,500 in local matching funds, for a total local match of$50,000. BACKGROUND The Safe Routes to School (SR2S) grant program is authorized by state legislation (SB I 087) in 2004 and will sunset on January 1, 2008. This grant program provides 90% funding to local projects involving installations or upgrades of infrastructure around local schools to enhance the safety of school children who bicycle or walk to school on city streets. These grants are very popular and highly competitive, with only about 10% of the several hundred applications received statewide each cycle being approved for funding. In 2001 and 2003, the City was successful in obtaining SR2S grants from the California State Department of Transportation (CALTRANS) to install and upgrade improvements on sidewalks and streets in the Monta Vista High School, Kennedy Middle School and Lincoln Elementary School areas, and in the Cupertino High School, Hyde Middle School, and Sedgwick Elementary School areas, respectively. Among other things, the projects included crosswalk enhancements, new sidewalk and paving as well as signage and driveway, and drop-off points. In addition, in 2004 staff had applied, with Council approval, for funding from the 2005-06 SR2S, Cycle 6, program for the Garden Gate School area, but this application was not successful. The application is summarized as follows: Garden Gate School Zone Traffic Calming Proiect Staff is now proposing to re-initiate the application for the Garden Gate SR2S program and to increase the proposed project funding from $427,000 to $450,000 in light of new funding availabilities. This project will provide improvements to the school routes to Garden Gate Elementary School and will seek funding to install missing sidewalks in this recently annexed area. It will also provide for additional crosswalk and safety striping and high visibility signs in the school vicinity. Prínted on Recycled Paper .J~ B-1 The estimated cost for this project is $500,000. If approved the SRZS grant would fund 90% of the cost up to $450,000. The City would be responsible providing the remaining 10% local match up to $50,000. FISCAL IMPACT This will make up to $450,000.00 of the total $500,000.00 estimated project cost available through State funding, if the grant is approved. The remaining local share, up to $50,000.00, will be provided by the City. Capital Improvement Program CIP Account No. 420-9549, Safe Routes to School, Garden Gate, contains a previous appropriation of $47,500.00 of City funds for this project for the earlier application, which was not approved. Therefore, the local share requires only a $2,500 increase, which must be committed with the new application. Staff will make the appropriate recommendations to Council on appropriating an additional $2,500.00 to CIP Account 420-9549 to increase the total City funds appropriated to the project to $50,000.00 STAFF RECOMMENDATION Adoption of Resolution No. 05- D7(' , authorizing the City Manager to apply for, accept, and appropriate $450,000.00 in State Safe Routes to School, Cycle 6, funding for the Garden Gate School Zone Traffic Calming Project and a commitment for an additional $2,500 in local matching funds, for a total local match of$50,000. Submitted by: Approved for submission: Ralph A. Qualls, Jr. Director of Public Works David W. Knapp City Manager é).~13 ~2-. RESOLUTION NO. 05-076 DRAFT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AUTHORIZING THE CITY MANAGER TO APPLY FOR, ACCEPT, AND APPROPRIATE $450,000.00 IN STATE SAFE ROUTES TO SCHOOL, CYCLE 6, FUNDING FOR THE GARDEN GATE SCHOOL ZONE TRAFFIC CALMING PROJECT AND A COMMITMENT FOR AN ADDITIONAL $2,500 IN LOCAL MATCHING FUNDS, FOR A TOTAL LOCAL MATCH OF $50,000 WHEREAS, The Safe Routes to School (SR2S) grant program provides 90% funding to local projects involving installations or upgrades of infrastructure around local schools to enhance the safety of school children who bicycle or walk to school on city streets; and WHEREAS, the City of Cupertino wishes to submit an application to Caltrans seeking a grant from the Safe Routes to School Program to install missing sidewalks, additional crosswalk and safety striping, and high visibility signs in the vicinity of Garden Gate Elementary School at an estimated project cost of $500,000; and WHEREAS, if approved, the SR2S grant would fund 90% of the cost up to $450,000 and the City would be responsible providing the remaining 10% local match up to $50,000; and WHEREAS, Council previously approved an appropriation of $47,500.00 of City funds for this project for an earlier application, and the local share requires only an additional $2,500 mcrease. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Cupertino hereby authorizes the City Manager to apply for, accept, and appropriate $450,000.00 in State Safe Routes To School, Cycle 6 funding for the Garden Gate School Zone Traffic Calming Project approves an additional appropriation of$2,500 for the City's local share for grant funds. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3rd day of May, 2005, by the following vote: Vote Members ofthe Citv Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino ;;¡;;¡.ß-3 ,I L6~~ .... J . City Hall 10300 Torre Avenue Cupertino, CA 95014-3255 (408) 777-3354 FAX (408) 777-3333 F CUPEIQ1NO PUBLIC WORKS DEPARTMENT Summary AGENDA ITEM ;J.;}. t. AGENDA DATE Mav 3, 2005 SUBJECT AND ISSUE Adoption of Resolution No. 05- 077 , authorizing the City Manager to apply for, accept, and appropriate 2005-06 Federal Hazard Elimination Safety funds in the amount of $67,500.00 for the State Route 85/Stevens Creek Boulevard Pedestrian Facility Improvement Project, with local matching funds of $7,500, and in the amount of $172,800.00 for the Pedestrian Countdown Signal Head at Various Locations Project, with local matching funds of$19,200. BACKGROUND The Hazard Elimination Safety Program (HES) is a federal safety program administered by Caltrans Local Assistance that provides funds for safety improvements on all public roads and highways. These funds serve to eliminate or reduce the number and/or severity of traffic accidents at locations selected for improvement. Caltrans is now receiving applications for the 2005-06 federal fiscal year. State Route 85/Stevens Creek Boulevard Pedestrian Improvements During the goal setting session in January 2005, Council identified the Route 85/Stevens Creek pedestrian crossing as an area to consider additional safety measures for pedestrians crossing the Route 85 northbound on-ramp. In response, staff is proposing to install a pedestrian-activated Pedestrian in Crosswalk electric warning sign and in-pavement crosswalk lights on the pedestrian crosswalk at the westbound right turn lane from Stevens Creek Boulevard onto the northbound onramp of State Route 85 (SR 85). There have been numerous complaints about the behavior of vehicular traffic, which has a free right turn from Stevens Creek Boulevard onto the SR 85 northbound onramp, when pedestrians are using the crosswalk that crosses the right turn lane onto the onramp. Although there is a traffic signal at the SR 85/Stevens Creek Boulevard east ramp, the westbound right turn onto the ramp, which is crossed by a pedestrian crosswalk, is not controlled by the signal. Vehicles on Stevens Creek Boulevard approaching the signal at the posted speed limit of 35 mph frequently don't decelerate much to make the free right turn onto the SR 85 ramp. When a queue of vehicles is present in the right turn lane to make the movement onto the ramp, a pedestrian-activated lit Pedestrian in Crosswalk sign will give an early warning to approaching motorists when a pedestrian is present in the crosswalk. ;2~C-1 Printed on Recycled Paper The estimated cost for this project is $75,000. If approved the HES grant would fund 90% of the cost up to $67,500. The City would be responsible providing the remaining 10% local match up to $7,500. Pedestrian Countdown Signal Head at Various Locations Project This project is proposed to continue the City's program to retrofit intersections with pedestrian countdown signal heads at up to 16 additional locations within Cupertino, as shown on the list below. With the addition of the soon-to-open Lawson Middle School, more Cupertino schoolchildren who walk to school will have to cross high volume arterial roads on their way to and from school, including De Anza Boulevard and Stevens Creek Boulevard. The City has already installed countdown heads at four locations along De Anza Boulevard (Rodrigues, Mariani, Lazaneo, and Stevens Creek Boulevard), which were considered the most strategic along the pedestrian/bicycle routes to the new middle school. However, additional countdown heads are needed to fully cover the pedestrianlbicycle routes to the new middle school, as well as to the other Cupertino schools that draw students across busy arterials. The existing locations and a partial list of proposed installations is shown on the attachment. In addition, the population of Cupertino is aging, with an average City resident age of 50 years in 2000, so the enhancement of pedestrian signals through the use of pedestrian countdown heads and smart pedestrian buttons for the visually impaired is of considerable importance in reducing the potential for vehicle-pedestrian conflicts. The estimated cost for this project is $192,000. If approved the HES grant would fund 90% of the cost up to $172,800. The City would be responsible providing the remaining 10% local match up to $19,200. FISCAL IMPACT This will make up to $67,500.00 of the total $75,000.00 estimated project cost available in Federal HES funding for the State Route 85/Stevens Creek Boulevard Pedestrian Facility Improvement Project, and up to $172,800.00 of the total $192,000.00 estimated project cost available in Federal HES funding for the Pedestrian Countdown Signal Head at Various Locations Project. If both grants are approved, the local shares, up to $7,500.00 for the State Route 85/Stevens Creek Boulevard Pedestrian Facility Improvement Project, and up to $19,200.00 for the Pedestrian Countdown Signal Head at Various Locations Project, are to be provided by the City and must be committed by the City with the grant application. Staff will make the appropriate recommendations to Council to include these projects to the City Capital Improvement Program. ;l ;;¡ c.- ;J. ST A.FF RECOMMEND A nON Adoption of Resolution No. 05- () 77 , authorizing the City Manager to apply for, accept, and appropriate 2005-06 Federal Hazard Elimination Safety funds in the amount of $67,500.00 for the State Route 85/Stevens Creek Boulevard Pedestrian Facility Improvement Project, and in the amount of $172,800.00 for the Pedestrian Countdown Signal Head at Various Locations Project and committing local matching funds of$7,500 and $19,200 respectively for the grants. Submitted by: Approved for submission to the City Council: ~f:!:~" "if Director of Public Works David W. Knapp City Manager ';¡';¡C.-3 RESOLUTION NO. 05-077 DRAFT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AUTHORIZING THE CITY MANAGER TO APPLY FOR, ACCEPT, AND APPROPRIATE 2005-06 FEDERAL HAZARD ELIMINATION SAFETY FUNDS IN THE AMOUNT OF $67,500.00 FOR THE STATE ROUTE 85/STEVENS CREEK BOULEVARD PEDESTRIAN FACILITY IMPROVEMENT PROJECT, WITH LOCAL MATCHING FUNDS OF $7,500, AND IN THE AMOUNT OF $172,800.00 FOR THE PEDESTRIAN COUNTDOWN SIGNAL HEAD AT VARIOUS LOCATIONS PROJECT, WITH LOCAL MATCHING FUNDS OF $19,200 WHEREAS, Caltrans is now receiving applications for the 2005-06 federal fiscal year for the Hazard Elimination Safety Program (HES), a federal safety program that provides funds for safety improvements on all public roads and highways to eliminate or reduce the number and/or severity of traffic accidents at locations selected for improvement; and WHEREAS, staff is proposing to install a pedestrian-activated electric warning sign and in- pavement crosswalk lights on the pedestrian crosswalk at the westbound right turn lane from Stevens Creek Boulevard onto the northbound onramp of State Route 85 (SR 85) at an estimated cost of $75,000and retrofit intersections with pedestrian countdown signal heads at 16 additional locations within Cupertino at an estimated cost of$192,OOO; and WHEREAS, if approved, the grants will make up to $67,500.00 of the estimated project cost for the State Route 85/Stevens Creek Boulevard Pedestrian Facility Improvement Project, and up to $172,800.00 of the estimated project cost for the Pedestrian Countdown Signal Head at Various Locations Project, with the City responsible for providing local matching funds. NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Cupertino hereby authorizes the City Manager to apply for, accept, and appropriate 2005-06 Federal Hazard Elimination Safety (HES) funds in the amount of $67,500.00 for the State Route 85/Stevens Creek Boulevard Pedestrian Facility Improvement Project, with local matching funds of $7,500, and in the amount of $172,800.00 for the Pedestrian Countdown Signal Head At Various Locations Project, with local matching funds of$19,200. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 3rd day of May, 2005, by the following vote: Vote Members of the Citv Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino ;);). c..-l{ 10300 Torre Avenue Cupertino, CA 95014 (408) 777-3308 FAX (408) 777-3333 CITY OF CUPEIQ1NO Community Development Department SUMMARY AGENDA NO. ;2 3 AGENDA DATE May 3, 2005 SUMMARY: Planning Commission work program for 2005 RECOMMENDATION: The Planning Commission recommends approval of: 1. The 2005 Work Program BACKGROUND: The Planning Commission adopts a work program each year, which is forwarded to the City Council for final approval. The proposed Work Program is enclosed. It is based, for the most part, on adopted City Council goals. Additional projects are those initiated by staff and private developers. DISCUSSION: The main projects are summarized below: City Council Goals · Vallco/HP Neighborhood Park · General Plan Update Planning Proiects · Implementation of General Plan policies Private Proiects · Toll Brothers/HP · Valko Fashion Park Cinemas · Sobrato Office/Industrial to Residential Site · Taylor Woodrow Office/Industrial to Residential Site Exhibits: Planning Commission Work Program 2005-2006 :J 3, I Printed on Recycled Paper Prepared by: Ciddy Wordell, City Planner " Steve Piasecki Director of Communit D Coplanning/cc/cc2005 k y evelopment wor program 2 Approved by: A1Il Cl dlu (j. Urf avid W. Knapp City Manager ~ 3-J.. and Planning Commission Work Program 2005-2006 Items are not Goals City Council Comments in priority order Status Goal Project 1. Parks Society report which reveals million dollars can be expected The board of the Cupertino Historical the consultant has received that just over one to be raised. Staff will process a General Plan amendment and zone change for the Stocklmeir property to allow the Historical Society to house offices and exhibits in the Stocklmeir house. The Cupertino Historical Society has asked that the Council agreed to a long-term lease of the Stocklmeir property and the historic barn and blacksmith shop at McClellan Ranch, if within 5 years of commencement of their capital campaign, they raise sufficient money for restoration. Support the Cupertino Historical Society in its efforts to create a Center for Living History ;.. Planning staff is working with potential developers of the Villa Serra project to provide a neighborhood park in this area. There is no activity at this time. This area was identified during the General Plan process as an area deficient in neighborhood parks. ;.. Neighborhood Park in the Homestead area A park in this area would implement the General Plan policies that require 3 acres of park per 1,000 residents to serve Menlo Equities, Vallco Rose Bowl and residential uses on the Toll Bros/HP site. & Planning Commission Work Program - April 4, 2005 Goals This area was identified during the General Plan process as an area deficient in neighborhood parks. Cupertino Counci ;.. VallcolHP Neighborhood Park of7 1 ~ ~ \ W Page 2005-2006 and Planning Commission Work Program Items are not Goals City Council Comments in priority order Status Goal Project Respondents to the past two community surveys and at the May 2002 community congress favor an enhanced commercial district in the Crossroads area, as follows: · 71% of the June 2004 Community Survey · 75% of the June 2002 Community Survey authorized the the Heart of the City City Council amendments to Pursue "Downtown" ~ Implement the Streetscape plan for the Crossroads block of Stevens Creek Boulevard from De Anza Opportunities 2. plan on January 22,2002 Boulevard to Stelling Road. respondents 81 % of May 3.2002, Community · Congress The General Plan Task Force presented its recommendation in March 2004. Task Force draft is consistent with the Streetscape Plan. Council can schedule adoption of the plan at any time. The Task Force draft does not include The Crossroads Streetscape plan went to the Planning Commission in Fall 2002, and was delayed toenable the General Plan Task Force to consider height and setback recommendations. any residential uses in the Crossroads area. The Planning Commission is interested in studying on-street parking between Stelling and De Anza. The Planning Commission caD review the Crossroads section of the draft and recommend accepting or modifying it (page 2- 25) Phase One of the Town Center plan began construction in December 2003. Architectural plans for the residential component have been approved and building permit plans for buildings RI and R2 are completed. Demolition of the existing office buildings should begin in Spring 2005 and construction of the town homes, mixed-use building and park should begin in the Summer/Fall 2005 The City Council approved the master plan in May 2003 ~ Work with the Town Center developer to plan a mixed used walkable plan & Planning Commission Work Program-April 4, 2005 Goals Cupertino Counci ~ Vol , -.t:.... Page 2 of7 Goals and Planning Commission Work Program 2005-2006 Items are not City Council Comments in priority order Status Goal Project 72% of respondents to the 2004 community survey supported calming traffic on major boulevards to enhance walkability Ongoing On Sept. 15,2003, the City Council authorized the Pedlbike Commission to study Regnart Creek Trail segments from Blaney Avenue to Pacifica Avenue. Commission reported to Council in Spring '04 and staff will apply in early '05 for planning funds from SCVWD. Street Safety - Walkable Community >- Ensure that "walkable city" concept is present in all City development/redevelopment projects 3 The General will encouraging active commercial bookstores, coffee shops and restaurants. Look at incentives for retail development. Research what other cities are doing to promote e.g., use of consider policies uses such as Plan update economic development, redevelopment staff. Re-tenanting of existing commercial buildings · Panda Express, T-Mobile & Starbucks · Flames Restaurant Steakhouse 4, 2005 Alexander's Dynasty & Planning Commission Work Program - Apri · · Goals City Council has approved the following projects expanding the City's retail space by approximately 80,000 square feet: Panera Breads/Peet's Coffee Verona (City Center) Tra Vigne Marketplace BJ's Restaurant & Brewery Library Coffee Shop Town Center Menlo Equities 4. Economic Development >- Encourage, retain and support healthy environment for retail growth Cupertino Counci ~ V> \ '^ Page 3 of7 City Council Goals and Planning Commission Work Program 2005-2006 Items are not in priority order L Project Goal Status I Comments ~ V ALLCO Fashion Park Redevelopment The new owners are attempting to re-tenant the lower level, add theaters and are evaluating long- range redevelopment plans. The City Council approved a development agreement amendment on April 27. Cinema plans are expected to be submitted in the first quarter of 2005. ~ Evaluate transit/transportation implications of The General Plan Circulation economic development strategy Element will evaluate transportation implications of new development. 'I-J u¡ \ (i;' Page 4 of7 Cupertino Council Goals & Planning Commission Work Program - April 4, 2005 Goals and Planning Commission Work Program 2005-2006 Items are not in priority order City Council Comments Status Goal Project Staff held General Plan orientation meetings with PC, P&R, BP AC, Housing Committee, the business community and held a general community meeting. ~ May 3, 2002, Community Congress focused on the General Plan update. General Plan ~ General Plan Update 5 In October 2004, the City Council endorsed the Task Force draft and associated documents as the public hearing draft. Community meetings are scheduled for Nov./Dec. 2004 and public hearings in the first half of 2005. ~ The Administrative Draft of the General Plan was completed and distributed for public review in the beginning of January 2003 ~ CC/PC study sessions held in February and March 2003 ~ Council appointed a 74 member GP Task Force that met from June-October 2003 III ~ Task Force recommendations were presented to City Council March 2004 ~ The Planning Commission held two community meetings in NovlDec 2004 and is started public hearings in J an 2005 Look at providing senior housing. The 2001 Housing Element increased the BMR requirement from 10% to 15%, and identified sites for an additional housing units Affordable Housing ~ Provide housing opportunities for Cupertino workers 6 'lI \JJ \ ....¡ nd Planning Commission Work Program 2005-2006 Items are not in priority order sa I Goa City Council Comments l Status l Goal Project - L PLANNING PROJECTS Implementation of General Plan policies, e.g., rezoning, ordinances, programs - Minor zoning ordinance amendments: Parking (parking exceptions to DRC) o Signs (DRC instead of PC for neon and others) amendments (not o amendments, e.g., other clean-u£ items About a dozen minor code definition of tree removal, Code Minor Municipal zoning) Encouraged by_Chamber of Commerce Additional trees might be considered for £rotection, such as bay laurel. regulations trees Sign of protected tem£orary list Focus on Review Sign Ordinance Tree Ordinance Update zoning ordinance to be consistent with new wireless master plan {permitted and conditional uses) Master Plan Wireless - Possibly two: Cleo Avenue, Stevens Creek Boulevard ("Barry Swenson" site, next to existing affordable project) Affordable housing projects - Look at whole ordinance; was prompted by concerns about electronic fence regulations Also need to look at fence £ost caps Fence ordinance - I - Analyze economic incentives for private and public developers to construct green buildings Sustainability 4. 2005 Cupertmo Council Goals & Planning Commission Work Program - Apri 'W U) \ Page 60f7 ~ Work Program 2005-2006 and Planning Commission Items are not Goals City Council in priority order Goal Comments Status Project PRIVATE DEVELOPMENT PROJECTS Building permits for large applications are listed as projects because of the significant amount of staff time involved in processing them. time come in with Building Permits Wil Approved. Rosebowl Vallco Fashion Park No application at this site review, Vallco's Development Agreement expires in July 2006, at which time its vested elements will expire. Vallco seeks a new Development Agreement to vest future development and update obsolete aspects of the staff level and Requires architectural Cinemas Val1co Fashion Park - Development Agreement Val1co Fashion Park come in with Will Agreement. Buildings Rl-R2 Approved. building permits Civic Park come in with ASA application and Approved. Wil building permits. Oak Park Village (former Santa Barbara Grill) Toll BrothersIHP Preliminary review of modifications requested by the City Council complete is not Application Application submitted for rezoning of industrial land to residential {131 units} Sobrato Office/Industrial Site, VallcolPruneridge complete Application is not Application submitted for rezoning of industrial land to residential {94 units} Way (Bubb Results 1 Taylor Woodrow, Road} review, no formal application at Preliminary this time Two new commercial buildings along Stevens Creek Bouleavard and demolition of vacant components of Marketplace Preliminary review, no formal application at this time town- 15 apartment complex with the existing center l5-unit Replace a homes Stevens Canyon Road 4,2005 & Planning Commission Work Program - Apr Goals Cupertino Counci '-> ~ Page 7 of7 -c I F CUPEIQ1NO City Hall 10300 Torre Avenue Cupertino, CA 95014-3255 Telephone: (408) 777-3220 Fax: (408) 777-3366 DEPARTMENT OF ADMINISTRATIVE SERVICES SUMMARY Agenda Item No. ;;;. if Meeting Date: May 3, 2005 SUBJECT AND ISSUE Consider amending the Investment Policy to require quarterly investment reports. BACKGROUND The current Investment Policy, which requires monthly reporting of our investment portfolio, was accepted by City Council on March I, 2005. Since the Finance Director position was vacated in January, there has been insufficient staff time available to continue to prepare monthly reports. Government Code 53646 allows local agencies to provide quarterly investment reports within 30 days of the end of the quarter. The Audit Committee discussed quarterly reporting during its regular meeting of April 6, 2005. The Committee recommended preparing quarterly investment reports until the Finance Director position is filled. RECOMMENDATION: Staffrecommends that: 1. Page five of the Investment Policy be amended to reqUIre quarterly reports instead of monthly. 2. Conduct first reading of the attached ordinance that amends Cupertino Municipal Code Section 2.24.050, Investment Authority. Submitted by: Approved for submission: ~o.~ Carol A. Atwood Director of Administrative Services +ff;guUUj Printed on Recycled Paper dL/-1 City of Cupertino Investment Policy MarcR 1,2005 May 3, 2005 POLICY Under authority granted by the City Council, the City Treasurer and Deputy Treasurer are responsible for investing the surplus funds of the City. The investment of the funds of the City of Cupertino is directed to the goals of safety, liquidity and yield. The authority governing investments for municipal governments is set forth in the California Government Code, Sections 53601 through 53659. The primary objective of the investment policy of the City of Cupertino is SAFETY OF PRINCIPAL. Investments shall be placed in those securities as outlined by type and maturity sector in this document. Effective cash flow management and resulting cash investment practices are recognized as essential to good fiscal management and control. The City's portfolio shall be designed and managed in a marmer responsive to the public trust and consistent with state and local law . Portfolio management requires continual analysis and as a result the balance between the various investments and maturities may change in order to give the City of Cupertino the optimum combination of necessary liquidity and optimal yield based on cash flow projections. SCOPE The investment policy applies to all financial assets of the City of Cupertino as accounted for in the Comprehensive Annual Financial Report (CAFR). Policy statements outlined in this document focus on the City of Cupertino's pooled, surplus funds, but will also apply to all other funds under the City Treasurer's span of control unless specifically exempted by statue or ordinance. This policy is applicable, but not limited to all funds listed below: · General Fund · Special Revenue Funds · Capital Project Funds · Enterprise Funds · Internal Service Funds · Trust and Agency Funds · Any new fund unless specifically exempted Investments of bond proceeds shall be governed by the provisions of the related bond indentures and/or cash flow requirements and therefore may extend beyond the maturity limitations as outlined in this document. I ;)J7-J. City of Cupertino Investment Policy Mareli 1, 2005 May 3, 2005 PRUDENCE The standard to be used by investment officials shall be that of a "prudent person" and shall be applied in the context of managing all aspects of the overall portfolio. Investments shall be made with judgment and care, under circumstances then prevailing, which persons of prudence, direction and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as wen as the probable income to be derived. It is the City's full intent, at the time of purchase, to hold all investments until maturity to ensure the return of all invested principal dollars. However, it is realized that market prices of securities will vary depending on economic and interest rate conditions at any point in time. It is further recognized that in a wen-diversified investment portfolio, occasional measured losses are inevitable due to economic, bond market or individual security credit analysis. These occasional losses must be considered within the context of the overall investment program objectives and the resultant long-term rate of return. The City Treasurer and Deputy Treasurer, acting within the intent and scope of the investment policy and other written procedures and exercising due diligence, shall be relieved of personal responsibility and liability for an individual security's credit risk or market price changes, provided deviations from expectations are reported in a timely manner and appropriate action is taken to control adverse developments. OBJECTIVES The primary objectives, in order of priority, of the City of Cupertino's investment activities shall be: A. Safetv of Principal Safety of principal is the foremost objective of the City of Cupertino. Each investment transaction shall seek to ensure thai capital losses are avoided, whether from securities default, broker-dealer default or erosion of market value. The City shall seek to preserve principal by mitigating the two types of risk, credit risk and market risk. Credit risk, defined as the risk of loss due to failure of the issuer of a security, shall be mitigated by investing in investment grade securities and by diversifying the investment portfolio so that the failure of anyone issuer does not unduly harm the City's capital base and cash flow. 2 ~"'¡-3 City of Cupertino Investment Policy Mar'€fl I, 2005 May 3, 2005 Market risk, defined as market value fluctuations due to overall changes in the general level of interest rates, shall be mitigated by limiting the average maturity of the City's investment portfolio (see maximum maturities) and structuring the portfolio based on historic and current cash flow analysis eliminating the need to sell securities prior to maturity and avoiding the purchase of long term securities for the sole purpose of short term speculation. B. Liquiditv The City's investment portfolio will remain sufficiently liquid to meet all operating requirements which might be reasonably anticipated and provide the City with adequate cash flows to pay its obligations over the next six months. Additionally, the portfolio should consist largely of securities with active secondary resale markets. C. Yield The City's investment portfolio shall be designed with the objective of attaining a rate of return throughout budgetary and economic cycles, commensurate with Cupertino's investment risk constraints and cash flow characteristics ofthe portfolio. MAXIMUM MATURITIES Maturities of investments will be selected based on liquidity requirements to minimize interest rate and maximize earnings. Investment of surplus funds shall comply with the maturity limits as set forth in the California Government Code 53600, et seq. Where this section does not specify a limitation on the term or remaining maturity at the time of the investment, no investment shall be made in any security that at the time of the investment has a term remaining to maturity in excess of five years, unless the Council has granted express authority to make that investment either specifically or as a part of an investment program approved by the Council no less than three months prior to the investment. Reserve funds may be invested in secuntJes exceeding five years if the maturity of such investments is made to coincide as nearly as practicable with the expected use of the funds. PERFORMANCE EV ALUA nON Investment performance is continually monitored and evaluated by the City Treasurer. Investment performance statistics and activity reports are generated on a monthly basis for presentation to the oversight (audit) committee, City Manager and City Council. 3 ;;} I.{- Lf City of Cupertino Investment Policy Marea I, 2095 May 3, 2005 Yield on the City's investment portfolio is of secondary importance compared to the safety and liquidity objectives described above. The City's investment portfolio shall be designed to attain a market average rate of return through economic cycles. The market average rate of return is defined as the average return on the Local Agency Investment Fund (assuming the State does not adversely affect LAIF's returns due to budget constraints). Whenever possible, and consistent with risk limitations as defined herein and prudent investment principles, the Treasurer shall seek to augment return above the market average rate of return. DELEGATION OF AUTHORITY The Treasurer is responsible for investment management decisions and activities per City Council Resolution. The Treasurer shall develop and maintain written administrative procedures for the operation of the investment program, which are consistent with this investment policy. Procedures will include reference to safekeeping, wire transfer agreements, collateral/deposit agreements, banking service contacts, and other investment related activities. The Treasurer shall designate a staff person as a liaison/deputy in the event circumstances require timely action and the Treasurer is not present. No officer or designee may engage in an investment transaction except as provided under terms of this policy and the procedures by the Treasurer and approved by the City Manager/Council. The Treasurer shall be responsible for all transactions undertaken and shall establish a system of controls to regulate the activities of subordinate officials. OVERSIGHT COMMITTEE An audit committee consisting of appropriate internal and external members, appointed by the City Council, shall be established to provide general oversight and direction concerning the policy related to management of the City's investment pool. The City Treasurer shall serve in a staff and advisory capacity. The committee shall meet at least quarterly to review policy changes, new legislation and portfolio status. ETHICS AND CONFLICTS OF INTEREST Officers and employees involved in the investment process shall refrain from personal business activity that conflicts with proper execution of the investment program, or impairs their ability to make impartial investment decisions. Additionally the City Treasurer and the Deputy Treasurer are required to armually file applicable financial disclosures as required by the Fair Political Practices Commission (FPPC). 4 ;;1'i'~ City of Cupertino Investment Policy Marea 1, 2095 May 3, 2005 SAFEKEEPING OF SECURITIES To protect against fraud or embezzlement or losses caused by collapse of an individual securities dealer, all securities owned by the City shall be held in safekeeping by a third party custodian acting as agent for the City under the terms of a custody agreement. All trades executed by a dealer will settle delivery versus payment (DVP) through the City's safekeeping agent. Securities held in custody for the City shall be independently audited on an annual basis to verify investment holdings. All exceptions to this safekeeping policy must be approved by the City Treasurer in written form and included in the monthly report to City Council. INTERNAL CONTROL Separation of duties between the Treasurer's function and Finance is designed to provide an ongoing internal review to prevent the potential for converting assets or concealing transactions. Existing procedures require all wire transfers initiated by the Treasury Section be reconfirmed by the appropriate financial institution to non-treasury staff. Proper documentation obtained from confirmation and cash disbursement wire transfers is required for each investment transaction. Timely bank reconciliation is conducted to ensure proper handling of all transactions. The investment portfolio and all related transactions are reviewed and balanced to appropriate general ledger accounts by Finance on a monthly basis. An independent analysis by an external auditor shall be conducted annually to review internal control, account activity and compliance with policies and procedures. REPORTING The City Treasurer shall prepare a msHtaly quarterly investment report, including a succinct management summary that provides a clear picture of the status of the current investment portfolio. The report will be prepared in a marmer that will report all information required under this policy and the California Government Code. The Treasurer will submit the report to Council no later than the second regular council meeting, or approximately 4á 30 days following the end of the ffief!th quarter covered by the report. 5 ~4-(P City of Cupertino Investment Policy Marek I, 2005 May 3, 2005 In addition, the City Treasurer shall submit a copy of the second and fourth quarter investment reports to the California Debt and Investment Advisory Commission within 60 days of the close of that quarter. A copy of this investment policy will also be remitted with the second quarter report. QUALIFIED BROKER/DEALERS Minimum eligibility criteria for dealers/brokers include a minimum of $1 billion in assets and a minimum of five years in business. The registration status of all dealers is checked with the National Association of Securities Dealers. Dealers are required to acknowledge the receipt and review of the Statement of Investment Policy, to be familiar with the government code restrictions, and have experience with dealing with other municipal investors. Dealers are then selected on the basis of yields, services offered, and references obtained. They may be primary or secondary dealers. The financial institutions must submit a current armual audited financial statement to ascertain capital adequacy. COLLATERAL REQUIREMENTS Collateral is required for investments in certificates of deposit and repurchase agreements. In order to reduce market risk, the collateral level will be at least 102% of market value of principal and accrued interest. In order to conform with the provisions of the Federal Bankruptcy Code which provides for liquidation of securities held as collateral, the only securities acceptable as collateral shall be certificates of deposit, commercial paper, eligible banker's acceptances, medium term notes or securities that are the direct obligations of, or are fully guaranteed as to principal and interest by, the United States or any agency of the United States. AUTHORIZED INVESTMENTS Investment of City funds is governed by the California Government Code Sections 53600 et seq. Within the context of the limitations, the following investments are authorized, as further limited herein: 1. United States Treasury Bills, Bonds, and Notes or those for which the full faith and credit of the United States are pledged for payment of principal and interest. There is no percentage limitation ofthe portfolio that can be invested in this category, although a five-year maturity limitation is applicable. 6 ~+7 City of Cupertino Investment Policy Marea 1, 2995 May 3, 2005 2. Obligations issued by the Government National Mortgage Association (GNMA), the Federal Farm Credit System (FFCB), the Federal Home Loan Bank Board (FHLB), the Federal National Mortgage Association (FNMA), the Student Loan Marketing Association (SLMA), and the Federal Home Loan Mortgage Association (FHLMC). There is no percentage limitation of the portfolio that can be invested in this category. A five-year maturity limitation is applicable with the exception of three FHLMC investments approved by City Council and purchased in 1993 which mature in 2007 and 2008. Such investments have a maturity value of $6,260,000. 3. Banker's Acceptances (bills of exchange or time drafts drawn on and accepted by commercial banks) may not exceed 180 days to maturity or 40% of the cost value of the portfolio. 4. Local Agency Investment Fund (LAIF), which is a State of California managed investment pool, may be used up to the maximum permitted by California state law. Investment officers will review LAIF's investment policy, investment mix, rate of return, etc. on a monthly basis. Investments detailed in items 5 through 10 are further restricted to percentage of the cost value of the portfolio in anyone-issuer name to a maximum of 10%. The total value invested in anyone issuer shall not exceed 5% of the issuers net worth. Again, a five-year maximum maturity limitation is applicable unless further restricted by this policy. 5. Commercial paper ranked PI by Moody's Investor Services or Al+ by Standard & Poors, and issued by domestic corporations having assets in excess of $500,000,000 and having an AA or better rating on its long term debentures as provided by Moody's or Standard & Poors. Purchases of eligible commercial paper may not exceed 270 days to maturity nor represent more than 10% of the outstanding paper of the issuing corporation. Purchases of commercial paper may not exceed 25% of the cost value of the portfolio. 6. Negotiable Certificates of Deposits issued by nationally or state chartered banks or state or federal savings institutions. Purchases of Negotiable Certificates of Deposit may not exceed 30% of the cost value of the portfolio. A maturity limitation of five years is applicable. 7. Repurchase agreements that specifY terms and conditions may be transacted with banks and broker dealers. The maturity of the repurchase agreements shall not exceed one year. The market value of the securities used as collateral for the repurchase agreements shall be monitored by the investment staff and shall not be allowed to fall below 102% of the value of the repurchase agreement. A PSA Master Repurchase Agreement is required between the City of Cupertino and the broker/dealer or financial institution for all repurchase agreements transacted. 7 ~+8 City of Cupertino Investment Policy Marek 1, 2005 May 3, 2005 8. Reverse repurchase agreements are not authorized. 9. Certificates of Deposit (time deposits), non-negotiable and collateralized in accordance with the California Government Code, may be purchased through banks or savings and loan associations. 10. Medium Term Corporate Notes issued by corporations organized and operating in the United States with a maximum maturity of five years may be purchased. Securities eligible for investment shall be rated A or better by Moody's or Standard & Poor's rating services. Purchase of medium term notes may not exceed 30% of the cost value of the portfolio. 11. Bonds issued by the local agency, including bonds payable solely out of the revenues from a revenue producing property owned, controlled or operated by the local agency or by a department, board, agency, or authority of the local agency. 12. Registered state warrants or treasury notes or bonds of this state, including bonds payable solely out of the revenues from a revenue producing property owned, controlled or operated by the state or by a department, board, agency or authority of the state. 13. Bonds, notes, warrants or other evidences of indebtedness of any local agency within this state. 14. Various daily money market funds administered for or by trustees, paying agents and custodian banks contracted by the City of Cupertino may be purchased as allowed under State of California Government Code. Only funds holding U.S. Treasury or Government agency obligations can be utilized and may not exceed 20% of the cost value of the portfolio. 15. Ineligible investments are those that are not described herein, including but not limited to, common stocks and long term (over five years in maturity) notes and bonds are prohibited from use in this portfolio. It is noted that special circumstances arise that necessitate the purchase of securities beyond the five-year limitation. On such occasions, requests must be approved by City Council prior to purchase. DEPOSITS To be eligible to receive local agency money, a bank, savings association, federal association, or federally insured industrial loan company shall have received an overall rating of not less than "satisfactory" in its most recent evaluation by the appropriate federal financial supervisorial agency of its record of meeting the credit needs of California's communities. 8 ~lf~1 City of Cupertino Investment Policy Mardi 1, 2005 May 3, 2005 INTEREST EARNINGS All moneys earned and collected from investments authorized in this policy shall be allocated monthly to various fund accounts based on the cash balance in each fund as a percentage of the entire pooled portfolio. POLICY REVIEW The City of Cupertino's investment policy shall be adopted by resolution of the City Council on an annual basis. This investment policy shall be reviewed at least armually to ensure its consistency with the overall objectives of preservation of principal, liquidity and yield, and its relevance to current law and financial and economic trends. 9 :24-10 DRAFT ORDINANCE NO. 1961 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AMENDING SECTION 2.24.050 OF THE CUPERTINO MUNICIPAL CODE REGARDING INVESTMENT AUTHORITY THE CITY COUNCIL OF THE CITY OF CUPERTINO HEREBY ORDAINS AS FOLLOWS: 1. Amendment Section 2.24.050 of the City's Municipal Code is hereby amended to read as follows: 2.24.050 Investment Authority Pursuant to authority granted by state statutes, there is hereby delegated to the Treasurer the authority to invest or to reinvest funds of the City, or to sell or exchange securities so purchased, and who shall thereafter assume full responsibility for such transactions until such time as the delegation of authority is revoked. The Treasurer shall make a moathly quarterly report of all such transactions to the members of the City Council, the City Manager and also make it available for review by such other persons who may so request. 2. Publication Clause The City Clerk shall cause this ordinance to be published at least once in a newspaper of general circulation published and circulated in the city within 15 days after its adoption, in accordance with Government Code Section 36933, shall certify to the adoption of this ordinance, and shall cause this ordinance and her certification, together with proof of publication, to be entered in the Book of Ordinances of the Council of this City. INTRODUCED at a regular meeting of the City Council of the City of Cupertino this 3rd day of May 2005, and ENACTED at a regular meeting of the City Council ofthe City of Cupertino this _ day of 2005, by the following vote: Vote: Members of the Citv Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: City Clerk Mayor, City of Cupertino ,)4-11 E tr<L~L'{ 5h0j CL f/l February 22, 2005 LAO~ -" ;:J!!!l .1 ... . Highlights of the: 2005-06 Perspectives & Issues ELIZABETH G. HILL . LEGISLATIVE ANALYST AN LAO REPORT LEGISLATIVE ANALYST'S OFFICE Legislative Analyst Elizabeth G. H ill................................................................................................... 445-4656 Deputy Legislative Analysts Hadley Johnson, Jr. ............................................................................................. 319-8303 Mac Taylor ...........................................................................................................319-8301 Local Government Director: Mac Taylor ........................................................................................319-8301 Criminal Justice Director: Greg Jolivette ----._............................................................................ 319-8340 Economics and Taxation Director: Jon David Vasché ............................................................................ 319-8305 Education, Higher Director: Steve Boilard .................................................................................... 319-8331 Education, K-12 Director: Robert Manwaring .......................................................................... 319-8330 Fiscal Forecasting and Budget Overview Director: Brad Williams .................................................................................... 319-8306 Health Director: Daniel C. Carson ............................................................................. 319-8350 Resources Director: Mark C. Newton .............................................................................. 319-8323 Social Services Director: Todd R. Bland ...................................................................................319-8353 State Administration Director: Michael Cohen ................................................................................ 319-8310 Transportation and Capital Outlay Director: C. Dana Curry .................................................................................. 319-8320 Acknowledgments LAO Publications The Legislative Analyst's Office (LAO) is a nonpartisan office which provides fiscal and policy information and advice to the legislature. . Ta request publicatians call (916) 445-4656. This report and others, os well as an E-mail subscription service, are available on the LAO's Internet site at www./ao.ca.gov. The LAO is lacated at 925 L Street, Suite 1000, Sacramenta, CA 95814. 2 LEGISLATIVE ANALYST'S OFFICE AN LAO REPORT PART I-STATE FISCAL PICTURE · The Legislature has an important budget opportunity. We project that rev- enues are $2.2 billion higher (for the current and budget years combined) than reflected in the Governor's budget. This, combined with the magnitude of ongoing solutions proposed in the budget plan, would result in a bal- anced 2005-06 budget with a solid reserve. · However, the price of inaction is significant. Without the adoption of ongoing solutions of the magnitude offered by the budget plan, the 2005-06 budget would be precariously balanced and the state would experience major budget shortfalls in 2006-07 and beyond. These shortfalls would be close to $10 billion. PART II-PERSPECTIVES ON THE ECONOMY AND DEMOGRAPHICS · The California economy is expanding at a healthy pace in early 2005, as evidenced by real estate construction, exports, company reports of sales and profits, and business-related tax receipts. · The one area of concern remains jobs, which are lagging due to intense focus on cost cutting and efficiencies. · We project the California economic expansion to continue at a moderate pace, with personal income expanding by roughly 5.6 percent and jobs growing 1.5 percent annually during the next two years. PART III-PERSPECTIVES ON STATE REVENUES · The current strength in the economy is translating into solid growth in receipts from the state's taxes-particularly the corporate tax and personal income tax. · Recent cash receipts trends have been even stronger than anticipated in the Governor's budget, mainly because of strong 2004 year-end collections from the personal income tax and corporation tax. LEGISLATIVE ANALYST'S OFFICE 3 AN LAO REPORT · Based largely on these positive trends, we project that General Fund rev- enues will exceed the budget forecast by $1.4 billion in the current year and $765 million in the budget year. PART IV-PERSPECTIVES ON STATE EXPENDITURES · The budget proposes total state expenditures of $109 billion in 2005-06. This includes $85.7 billion from the General Fund (up 4.2 percent from the current year) and $23.3 billion from special funds (up 5.3 percent from the current year). · The overall General Fund spending growth rate reflects (1) changes in caseloads and utilization for major programs; (2) the impacts of the Governor's savings proposals; and (3) the impacts of numerous other special factors, such as one-time savings in the 2004-05 budget. · The proposal includes about $3.5 billion in new budgetary borrowing related primarily to deficit-financing bonds, a judgment bond, and Proposition 42 suspension. This brings the total amount of budgetary borrowing outstand- ing to about $29 billion as of the end of 2005-06. PART V-MAJOR ISSUES FACING THE LEGISLATURE ~ Governor's Budget-Related Reforms · In this piece, we review the Governor's budget-related constitutional reforms. · Our main conclusion is that the Governor's proposals put more spending on autopilot and would make it more difficult to balance future budgets in a rational way. The changes would also result in a diminution of legislative authority. · The aim of potential reforms should be on increasing the tools and flexibility available to policymakers for dealing with changing budgetary circumstances. Specific options include (1) strengthening reserve provisions of Proposi- tion 58 and (2) "unlocking" the budget by modifying existing provisions in law that earmark spending. (Contact: Brad Williams, 319-8306) 4 LEGISLATIVE ANALYST'S OFFICE AN LAO REPORT ~ Addressing Public Pension Benefits and Cost Concerns . California "defined benefit" pensions in the public sector raise certain ben- efits and cost issues. For instance, some formulas provide retiree benefits that equal their working income. In addition, governments are "on the hook" for all increased retirement system costs. In response, the Governor pro- poses shifting all new public sector employees to "defined contribution" plans. Defined contribution plans address concerns with defined benefit pensions, but also introduce issues of their own. The Legislature could also address the benefits and cost concerns of current retirement plans within the existing defined benefit structure or with other pension plan alternatives. (Contact: Michael Cohen, 379-8310) ~ Assessing the Governor's Reorganization Proposals . On January 6, 2005, the administration released its plans to eliminate 88 boards and commissions and to reorganize the Youth and Adult Correc- tional Agency (YACA). For each of the plans, we provide an assessment of its fiscal effect and raise key issues. Although the administration recently has decided not to forward its boards and commissions proposal to the Legisla- ture, the piece provides key considerations for the Legislature when seeking to consolidate these types of entities. Regarding the YACA proposal, we conclude it has the potential to improve the efficiency, accountability, and effectiveness of the state's prison system. However, the plan omits important details that the Legislature requires in order to fully evaluate its merits. Our analysis indicates that the proposed reorganization would probably result in net costs in the short term, but has the potential to achieve significant long- term net savings by placing a greater emphasis on inmate rehabilitation as a means of increasing public safety. (Contact: Michael Cohen for Boards, 379-8370, and Greg Jolivette for YACA, 379-8340) ~ Transportation Funding Instability Continues . The administration proposes to suspend $1.3 billion in Proposition 42 transportation funding and to reduce the General Fund's commitment to repay transportation loans in the near term. This would help the General Fund condition but restrict already limited transportation funding and in- crease near-term funding uncertainty. We recommend that the administration provide information to clarify (1) the effect of the Governor's proposals on the size of the transportation program and (2) Traffic Congestion Relief Program funding requirements in 2005-06. LEGISLATIVE ANALYST'S OFFICE 5 AN LAO REPORT · The administration also proposes to prohibit the suspensions of Proposi- tion 42 after 2006-07. This would increase transportation funding stability in the long run. However, this stability would be lessened by another adminis- tration proposal that General Fund expenditures, which include Proposi- tion 42 funding, be cut across the board under certain circumstances. In order to provide long-term transportation funding stability while freeing up General Fund revenue for other purposes, we continue to recommend (1) the repeal of Proposition 42, (2) an increase of the gas tax to generate an amount of funding equivalent to Proposition 42, and (3) adjusting the gas tax for inflation. (Contact: Dana Curry, 319-8320) ~ Toll Bridge Seismic Retrofit: Hard Decisions Before the Legislature · The administration recently estimated the toll bridge seismic retrofit program requires an additional $3.2 billion to complete and has recommended changing the Bay Bridge's design to save money. The Legislature faces two key decisions: (1) whether to approve a redesign of the Bay Bridge east span and (2) how to fund the program's completion. Redesigning the Bay Bridge could save money, but also raises the risk of cost and schedule increases that could more than offset the savings. As regards the funding issue, we recommend that support be provided by both state and local sources. The Legislature has several options regarding the sources used and the amount to provide from each. (Contact: Dana Curry, 319-8320) ~ Water Policy Issues Facing the State . The state oversees about 1,600 miles of levees that are aging and deteriorat- ing. Should these levees fail, the state would face a major liability. We ana- lyze and make recommendations regarding the strategies proposed by the administration to address various flood management problems identified in a recent Department of Water Resources White Paper. Our recommended legislative steps include actions to evaluate the structural integrity of the state flood control system, enact a flood control benefit assessment, re-evaluate the state's role with respect to Delta levees, and reduce the likelihood of ill- advised development approvals in flood-prone areas. 6 LEGISLATIVE ANALYST'S OFFICE AN LAO REPORT · The CALF ED Bay-Delta Program (CALF ED) is at a funding crossroads given that its primary funding source in recent years-state bond funds-is running out at the same time as the program is projecting $6.3 billion of unmet funding requirements over the next ten years. The program's oversight agency-the California Bay-Delta Authority-has recently approved an $8.1 billion ten-year finance plan for the program that assumes major new sources of federal funds, unidentified state funds, and water user fees. Given that some of the revenue assumptions underlying the plan appear unrealistic, the Legislature will need to establish its expenditure priorities for CALFED so that the program can be "right sized" consistent with those priorities. (Contact: Mark Newton, 319-8323) ~ Evaluating the Administration's California Rx Proposal · The Governor's 2005-06 budget plan includes a funding request and related legislation for a new state program to help low- and moderate-income Californians purchase prescription drugs at discounted prices. Our analysis indicates that the Governor's plan for drug discounts for the uninsured provides a reasonable starting point for the development of such a program. However, we propose, among other changes, that in the event that drug makers fail to make good on their promises for significant price concessions, an automatic trigger would phase out the proposed voluntary approach, and be replaced by an alternative strategy likely to result in greater discounts on more drugs for consumers. (Contact: Dan Carson, 319-8350) ~ Lowering the State's Costs for Prescription Drugs · Our review of the state's $4.2 billion annual purchases of prescription and nonprescription drugs found several deficiencies in the state's procurement process which lead to it paying higher prices than necessary. We offer a number of recommendations to correct these procurement and administra- tive problems that, if implemented, would generate savings totaling tens of millions of dollars annually. For example, we recommend a short-term fix of increasing collaboration between state drug purchasers in order to share more drug pricing information and a long-term fix of leveraging the Medi-Cal drug formulary to lower drug prices in non-Medi-Cal programs. (Contact: Michael Cohen, 319-8310) LEGISLATIVE ANALYST'S OFFICE 7 trl b\'t s I3lo~ c. t- :tt If February 24, 2005 LAO~ _, ;:JJ!lI.. 60 YEARS OF SERVICE ELIZABETH G. HILL . LEGISLATIVE ANALYST AN LAO REPORT LEGISLATIVE ANALYST'S OFFICE Legislative Analyst Elizabeth G. H ill................................................................................................... 445-4656 Deputy Legislative Analysts Hadley Johnson, Jr. ............................................................................................. 319-8303 Mac Taylor ........................................................................................................... 319-8301 Criminal Justice Director: Greg Jolivette ................................................................................... 319-8340 Economics and Taxation Director: Jon David Vasché ............................................................................ 319-830S Education, Higher Director: Steve Boilard .................................................................................... 319-8331 Education, K-12 Director: Robert Manwaring .......................................................................... 319-8330 Fiscal Forecasting and Budget Overview Director: Brad Williams .................................................................................... 319-8306 Health Director: Daniel C. Carson ............................................................................. 319-8350 Local Government Director: Mac Taylor ........................................................................................319-8301 Resources Director: Mark C. Newton .............................................................................. 319-8323 Social Services Director: Todd R. Bland ...................................................................................319-8353 State Administration Director: Michael Cohen ................................................................................ 319-8310 Transportation and Capital Outlay Director: C. Dana Curry .................................................................................. 319-8320 Acknowledgments LAO Publications The Legislative Analyst's Office (LAO) is a nonpartisan office which provides fiscal and policy information and advice to tl1e Legislature. . Ta request publicatians call (916) 445-4656. This report and others, as well as an E-mail subscription service, are available on the LAO's Internet site at www.lao.ca.gov. The LAO is lacated at 925 L Street, Suite 1000, Sacramenta, CA 95814. 2 LEGISLATIVE ANALYST'S OFFICE AN LAO REPORT K-12 EDUCATION ~ Proposition 98-Governor Proposes $2.9 Billion Increase · The budget proposes to leave 2004-05 Proposition 98 appropriations at roughly the level provided in the 2004-05 Budget Act. This proposal would create $2.3 billion in General Fund savings over the two years. While the Governor's 2005-06 spending plan for K-14 grows by $2.9 billion, it does not include funding to cover all K-14 operating expenses that districts would incur under the budget proposal. · We recommend the Legislature build a base budget for 2005-06 that fully funds the current K-14 education program. (Analysis, page E-13.) ~ State Teachers' Retirement System (STRS) Proposal Lacks Benefits · The Governor proposes to shift financial responsibility from the state to K-14 education for $469 million in annual contributions to STRS. The proposal, however, may not achieve the intended short-term goal of budgetary savings and does not resolve the longer-term issues with the current plan. (Analysis, page E-28.) ~ Some School Districts Face Difficult Fiscal Conditions · Some school districts face huge fiscal liabilities to pay for retiree health benefits. It will be difficult for districts to deal with these obligations without a long-term strategy. We recommend the Legislature take various actions to start addressing this problem. (Analysis, page E-47.) · Around 40 percent of school districts face declining enrollment. The state continues to have inequities in revenue limit (general purpose) funding across school districts. We recommend an approach to address both of the problems, allowing declining enrollment districts to increase their per pupil revenue limit until they reach the equalization target. (Analysis, page E-53.) ~ Proposition 49-Recommend Repeal · We recommend the Legislature enact legislation placing before the voters a repeal of Proposition 49 because (1) it triggers an autopilot augmentation even though the state is facing a structural budget gap of billions of dollars, (2) the additional spending on after school programs is a lower budget priority than protecting districts' base education program, and (3) existing state and federal after school funds are going unused. (Analysis, page E-103.) LEGISLATIVE ANALYST'S OFFICE 3 AN LAO REPORT HIGHER EDUCATION ~ Governor Proposes to Put Universities' Budgets on "Autopllot" · The Governor's budget for the University of California (UC) and the Califor- nia State University (CSU) follows the "compact" he developed with the segments last spring. The compact lays out annual targets for enrollment growth, fee increases, General Fund base increases, and other factors through 2010-11. By mapping out these funding choices up to six years ahead of time, the Governor's compact attempts to put the higher education budget on autopilot. · We recommend the Legislature disregard the compact, and instead consider its various funding choices annually in the context of what is needed to achieve the state's higher education goals as expressed in the Master Plan. (Analysis, page E-149.) ~ Enrollment Growth Funding Should Be Based on Anticipated Demand · The Governor's budget includes funding for enrollment growth of 2.5 per- cent at UC and CSU, and 3 percent at California Community Colleges (CCC). The budget makes no attempt to link these growth rates to antici- pated demand under the Master Plan. · We recommend the Legislature fund enrollment increases of 2 percent at UC and CSU, and 1.9 percent at CCc. These recommendations are based on our estimates of increased enrollment demand in 2005-06. Implementing these recommendations would free up state funding for other priorities. (Analysis, page E-164.) ~ Budget Should Account for New Fee Revenue · The Governor's budget does not account for $190 million in new student fee revenue that would result from planned fee increases at UC and CSU. Instead, he proposes that use of the resulting revenue be left entirely to the discretion of the segments. · We recommend the Legislature include this anticipated fee revenue as part of its budget plan. Traditionally, fee revenue is used interchangeably with General Fund support to fund the segments' base programs. Taking this approach, the Legislature would be able to fully fund anticipated growth and inflation-driven increases, while freeing up some General Fund monies relative to the Governor's proposal. (Analysis, page E-192.) 4 LEGISLATIVE ANALYST'S OFFICE AN LAO REPORT . We also recommend the Legislature increase community college fees from $26 per unit to $33 per unit. This would raise about $100 million in new fee revenue that could be used to fund legislative priorities. It would also lever- age about $50 million in federal funds to reimburse middle-income families for the higher fees. Financially needy students are exempt from paying fees at community colleges. (Analysis, page E-195.) HEALTH SERVICES ;.- Summary of Health Program Savings and Revenues · About $294 million in Medi-Cal revenues from so-called "quality improve- ment fees" have not been counted as state revenues in the Governor's budget. We recommend the Legislature recognize these fee revenues as it drafts its budget plan. (Analysis, page C-66.) · We also identify the potential for an additional $100 million net gain to the state from establishing such fees for hospitals. (Analysis, page C-l00.) · In addition, we identify more than $190 million in potential expenditure reductions. (Analysis, pages C-l 05, C-138, C-142, C-143, C-157, C-162, and C-178.) ;.- Part "D" Stands for "Deficit": How the Medicare Drug Benefit Affects Medi-Cal · Part D of the federal Medicare Modernization Act establishes a prescription drug benefit for Medicare recipients and in so doing has major implications for the Medi-Cal Program. It is likely to result in significant net costs to Medi- Cal beyond the budget year. (Analysis, page C-l05.) ;.- Medi-Cal Redesign Sound in Principle But Needs Further Development · The seven-part administration redesign proposal would result in broad changes in Medi-Cal managed care as well as some more limited changes in benefits, cost-sharing, and eligibility administration. Overall, we find that the Governor's proposals are conceptually sound but that the Legislature needs more information about some aspects of the package and that some refine- ments are warranted. (Analysis, page C-67.) LEGISLATIVE ANALYST'S OFFICE 5 AN LAO REPORT ~ Hospital Financing Plan Could Begin to Right Ailing System · The state's hospital system continues to face a variety of fiscal challenges that weigh particularly heavily on public hospitals. The administration is negotiating with the federal government for a comprehensive redesign of hospital financing as part of its Medi-Cal redesign package. Our review of the plan now under development suggests that it could help preserve the financial stability of public hospitals but also raises some significant fiscal and policy issues. (Analysis, page C-83.) ~ Towards a More Systematic Rate-Setting Model for Regional Centers . Our analysis finds that the way the state sets rates for vendors who provide community services for the developmentally disabled on the whole lacks a rational and consistent approach. We review how rates are set for these services and offer an improved and systematic approach that could achieve significant state savings. (Analysis, page C-167.) ~ Proposition 63 Language Requires Clarification · In November, California voters approved Proposition 63, a measure impos- ing a new state income tax surcharge to expand community mental health systems. We recommend the enactment of legislation that would clarify the meaning of some key but ambiguous provisions of the measure in order to ensure its smooth and effective implementation and avoid future state budget problems. (Analysis, page C-182.) ~ Proposition 99: Too Many Programs, Too Few Dollars . We recommend the Legislature approve the Governor's budget proposal for Proposition 99-funded programs, which shifts allocations of tobacco tax revenues to maximize resources for health programs and achieve General Fund savings. We further recommend that the Legislature begin this year to address the long-term issues posed by the present structure of Proposi- tion 99. (Analysis, page C-129.) ~ Accessing Federal Funds for Prenatal Services . We recommend approval of the Governor's proposal to draw down federal funds to offset state costs for prenatal services but examine the idea of expanding this option to also reduce the state cost of providing these services to incarcerated women. We further recommend enactment of 6 LEGISLATIVE ANALYST'S OFFICE AN LAO REPORT legislation to consolidate the Access for Infants and Mothers Program into the Healthy Families Program. (Analysis, page C-19.) ~ Antiobesity Initiative Should Itself Be Slimmed Down . While additional state public health efforts to combat the spread of obesity are warranted, the Governor's proposal launches new antiobesity projects before an assessment of existing efforts has been completed. It also does not take advantage of alternative funding sources available to the state. We recommend reducing the funding and staff requested for the projects. (Analysis, page C-138.) ~ Evaluating the Administration's California Rx Proposal . The Governor's 2005-06 budget plan includes a funding request and related legislation for a new state program to help low- and moderate-income Californians purchase prescription drugs at discounted prices. Our analysis indicates that the Governor's plan for drug discounts for the uninsured provides a reasonable starting point for the development of such a program. However, we propose, among other changes, that in the event that drug makers fail to make good on their promises for significant price concessions, an automatic trigger would phase out the proposed voluntary approach, and be replaced by an alternative strategy likely to result in greater discounts on more drugs for consumers. (P&l, "Part V") SOCIAL SERVICES ~ Substantial Progress in Reducing Social Worker Caseloads . In 2000, a legislatively mandated study found that it was difficult for social workers to provide services or maintain meaningful contact with children and their families because of the large numbers of cases they were expected to carry. Our analysis indicates California now meets or is approaching the three of the five workload standards in child welfare services. We recom- mend enactment of legislation requiring the administration to report annually on county-specific social worker staffing ratios so that the Legislature re- mains informed about progress in this area. (Analysis, page C-214.) ~ Reducing the Earned Income Disregard . Effective October 2005, the Governor proposes to lower the grants for all working California Work Opportunity and Responsibility to Kids recipients, LEGISLATIVE ANALYST'S OFFICE 7 AN LAO REPORT by reducing the amount of earned income which is disregarded (not counted) when determining a family's grant. This proposal results in savings of $80 million and is likely to have minimal impact on the work incentive. We present alternative approaches which are likely to increase the work incen- tive but result in less budgetary savings. (Analysis, page C-214.) ~ Social Services Reductions Represent Substantial Ongoing Budget Solution · The Governor proposes to reduce social services expenditures by $1.1 bil- lion (in comparison to the requirements of current law). Social services expenditures represent just under 11 percent of the total General Fund budget while the reductions account for about 20 percent of the proposed budget solution excluding borrowing. The Legislature faces difficult choices in the area of social services because rejection of any the social services reductions will require making ongoing reductions in other programs or increases in revenues. ~ Child Care Reforms Merit Serious Consideration · The Governor proposes a number of significant reforms to California's subsidized child care system including eligibility restrictions, a new waiting list system, and tiered reimbursement rates. With certain qualifications, we support proposed eligibility and waiting list changes. Although tying reim- bursement rates to quality makes sense, the Legislature may wish to con- sider alternative approaches which increase reimbursement rates for higher quality care rather than simply reducing reimbursement rates (as the Gover- nor proposes) for lower quality care. (Analysis, page C-25.) ~ Social Services Programs Overbudgeted by $180 Million · Our review of various social services programs identifies a series of over- stated caseloads and estimating errors. We find that for 2004-05 and 2005-06, the budget overstates social services costs by almost $180 million and we recommend that the Legislature score corresponding savings. (Analysis, pages C-206, C-212, C-232, C-241, and C-244.) ~ Other LAO Saving Recommendations . In addition to the almost $180 million in caseload and estimating savings described above, we make recommendations in Foster Care, Child Support, and the Employment Development Department resulting in other General Fund savings totaling $12 million. (Analysis, pages C-197, C-243, and F-92.) 8 LEGISLATIVE ANALYST'S OFFICE AN LAO REPORT CORRECTIONS ~ CDC Disciplinary Confinement Practices Need Improvement · As a means of controlling prison violence, California Department of Correc- tions (CDC) has established several "disciplinary confinement" options, including administrative segregation and special housing units. Despite increasing use of such options, data show inmate assaults (and the associ- ated state costs) continue to increase. Our examination identifies a number of shortcomings in the department's disciplinary confinement policies and practices, and offers recommendations for improvement. Depending on the recommendations adopted, savings could be up to $10 million in 2005-06. (Analysis, page D-34.) ~ Court Requires Further Improvements in Inmate Health Care · In September 2004, a federal court issued an order requiring further im- provements in CDC's inmate health care delivery system. We recommend a number of modifications to the Governor's budget proposal that would result in state General Fund savings, while allowing the state to comply with the court order. (Analysis, page D-52.) ~ State Could Save More on Foreign Prisoner Transfers · The Foreign Prisoner Treaty Transfer program has the potential to reduce state incarceration costs by transferring inmates to their country of origin. Because of administrative issues, the state does not obtain the maximum benefit that could be achieved from this program. We offer recommendations for increasing the program's use and state savings. (Analysis, page D-19.) ~ Ward Population Continues to Decline, More Closures Proposed · The Youth Authority projects the ward population to drop 12 percent (465 wards) by June 2006, and to further decline to just over 3,000 by June 2009. The Governor's budget proposes to close two youth conservation camps at the end of the current year. Given the continuing drop in the ward popula- tion, and the low number of wards who qualify to participate in the camp program, we think the proposed closure is prudent. However, we think the administration should report on its plans to convert these camps to adult inmate camps. (Analysis, page D-67.) LEGISLATIVE ANALYST'S OFFICE 9 AN LAO REPORT ~ Proposition 69 (DNA) Request Overbudgeted · The Governor's budget includes funds for implementation of Proposi- tion 69-DNA Collection-by the Departments of Justice, Corrections, and Youth Authority. While these departments will require funding to collect and process tens of thousands of additional DNA samples in 2005-06, our analysis indicates that the requests for Corrections and Youth Authority are overbudgeted by $3.5 million. (Analysis, page D-13.) ~ Up to $65 Million in General Fund Savings Identified . In our review of the Governor's budget, we recommend a number of actions that would result in up to $65 million savings in 2005-06, mostly in CDC's budget. This level of savings would primarily be achieved by reducing budget requests that are overbudgeted or that lacked sufficient justification. (Analysis, pages D-13, D-19, D-30, D-34, D-46, DA8, and D-52.) ~ Assessing the Governor's Reorganization Proposals . On January 6, 2005, the administration released its plans to eliminate 88 boards and commissions and to reorganize the Youth and Adult Correc- tional Agency (YACA). For each of the plans, we provide an assessment of its fiscal effect and raise key issues. Although the administration recently has decided not to forward its boards and commissions proposal to the Legisla- ture, the piece provides key considerations for the Legislature when seeking to consolidate these types of entities. Regarding the YACA proposal, we conclude it has the potential to improve the efficiency, accountability, and effectiveness of the state's prison system. However, the plan omits important details that the Legislature requires in order to fully evaluate its merits. Our analysis indicates that the proposed reorganization would probably result in net costs in the short term, but has the potential to achieve significant long- term net savings by placing a greater emphasis on inmate rehabilitation as a means of increasing public safety. (P&I, "Part V") CAPITAL OUTLAY ~ Administration Did Not Submit Statewide Infrastructure Plan . The administration did not submit a statutorily required infrastructure plan that identifies (1) the statewide infrastructure improvements to be funded over the next five years and (2) the funding sources for these improvements. Without the plan, the Legislature has no information about the 10 LEGISLATIVE ANALYST'S OFFICE AN LAO REPORT administration's priorities regarding infrastructure investment. We recom- mend the Legislature defer action on all capital outlay proposals for new projects until the 2005 infrastructure plan is submitted. (Analysis, page G-15.) ~ Bond Funds Are Not Sufficient to Complete All Higher Education Projects . The budget proposes to use higher education bond funds to develop 17 projects that will require substantial funding to complete in future years. There are not sufficient bond funds remaining to cover all of the projects' future costs, and the availability of other state funds to complete the projects is uncertain. We recommend that the remaining bond funds be used to fund the completion of ten projects based on their priority ranking. We further recommend that funding to develop seven lower-priority projects be ap- proved contingent upon the higher education segments committing to using nonstate funds to complete the projects if state funds are not available in the future. (Analysis, page G-34.) TRANSPORTATION ~ Misleading Caltrans' Budget Display Weakens Legislative Oversight . It is impossible to determine Caltrans' total transportation expenditures because its budget display uses a mix of cash and accrual accounting. As a result, the Legislature is unable to ascertain the magnitude of Caltrans' project commitments or payments in anyone year. We recommend the enact- ment of legislation requiring transportation expenditures to be displayed accord- ing to standard budget display requirements. (Analysis, page A-18.) ~ More Thorough Diagnosis of "Chief's Disease" Needed . Since 2000, more than three-fourths of California Highway Patrol's (CHP's) senior-ranking officers have retired due to work-related injuries (referred to as industrial disability retirement [IDR]). This compares to 60 percent of rank- and-file officers. The CHP cannot adequately explain the disparity between the IDR rates for senior officers and rank-and-file officers. We recommend the Legislature direct CHP to report on the nature of the problem-particu- larly the reasons for the difference in IDR rates among chiefs and lower- ranking uniformed staff-as well as ways to assess the effectiveness of the department's actions in addressing workers' compensation and IDR issues. (Analysis, page A-31.) LEGISLATIVE ANALYST'S OFFICE 11 AN LAO REPORT >- DMV Needs to Avoid Delays in Evaluating Unsafe Drivers · In 2003-04, the Department of Motor Vehicles (DMV) was able to complete within the 30-day statutory deadline only 8 percent of administrative hearings for drunk-driving cases. In addition, in that year it took an average of 42 days before DMV staff scheduled a "regular re-examination" of certain drivers who may not be physically or mentally able to safely operate a motor vehicle. Absent corrective actions at the department, delays in evaluating potentially unsafe drivers are likely to increase. We recommend the Legisla- ture direct DMV to transfer certain workload involving high-risk drivers to the customer-service field offices in order to reduce these delays and to report on the impact of the transfer. (Analysis, page A-38.) >- Transportation Funding Instability Continues · The administration proposes to suspend $1.3 billion in Proposition 42 transportation funding and to reduce the General Fund's commitment to repay transportation loans in the near term. This would help the General Fund condition but restrict already limited transportation funding and in- crease near-term funding uncertainty. We recommend the administration provide information to clarify (1) the effect of the Governor's proposals on the size of the transportation program and (2) Traffic Congestion Relief Program funding requirements in 2005-06. · The administration also proposes to prohibit the suspensions of Proposi- tion 42 after 2006-07. This would increa'se transportation funding stability in the long run. However, this stability would be lessened by another adminis- tration proposal that General Fund expenditures, which include Proposi- tion 42 funding, be cut across the board under certain circumstances. In order to provide long-term transportation funding stability while freeing up General Fund revenue for other purposes, we continue to recommend (1) the repeal of Proposition 42, (2) an increase of the gas tax to generate an amount of funding equivalent to Proposition 42, and (3) adjusting the gas tax for inflation. (P&I, "Part V") >- Toll Bridge Seismic Retrofit: Hard Decisions Before the Legislature · The administration recently estimated the toll bridge seismic retrofit program requires an additional $3.2 billion to complete and has recommended changing the Bay Bridge's design to save money. The Legislature faces two key decisions: (1) whether to approve a redesign of the Bay Bridge east 12 LEGISLATIVE ANALYST'S OFFICE AN LAO REPORT span and (2) how to fund the program's completion. Redesigning the Bay Bridge could save money, but also raises the risk of cost and schedule increases that could more than offset the savings. As regards the funding issue, we recommend that support be provided by both state and local sources. The Legislature has several options regarding the sources used and the amount to provide from each. (P&I, "Part v.") RESOURCES ~ Should the State Issue Debt to Finance Flood Lawsuit SeHlement? . The budget proposes to use a "judgment bond" to finance a pending $464 million settlement of a lawsuit stemming from a major flood in Yuba County in 1986. We believe that there may be alternative ways to fund the state's obligation from the lawsuit. However, if the administration proceeds with its plan to finance the settlement with a judgment bond, there are a number of legal, policy, and fiscal issues for the Legislature to consider, including whether the proposed bond would require a vote of the people and how the bond should be structured to minimize its cost. We highlight these issues and recommend the Department of Finance report at budget hearings on them. (Analysis, page B-79.) ~ Reorganization of Energy-Related Agencies Raises Issues . The Governor's Reorganization Plan Number One proposes to eliminate two energy-related agencies-The California Consumer Power and Conser- vation Financing Authority and the Electricity Oversight Board-and transfer their responsibilities to the California Energy Commission. Although the administration recently decided not to forward this plan to the Legislature, the piece provides an assessment of issues related to such a reorganization. (Analysis, page B-27.) ~ Recycling Goals Could Be Met More Effectively and Efficiently . In order to more effectively and efficiently meet the state's recycling goals, we recommend that the recycling and related waste prevention programs in the Department of Conservation (DOC) and the California Integrated Waste Management Board (CIWMB) be consolidated into one department. In addition, we recommend the elimination of CIWMB and the transfer of its remaining responsibilities to an expanded Department of Toxic Substances Control, thereby generating $2 million in special fund savings. Finally, we LEGISLATIVE ANALYST'S OFFICE 13 AN LAO REPORT recommend the Legislature consider options for transferring the remaining nonrecycling functions of DOC to existing state agencies. (Analysis, page B-17.) ~ Significant Amounts of Pesticide Fees Not Being Collected · The Governor's budget does not address an undercollection of the pesti- cide mill assessment (levied at the first point of sale of a pesticide in Califor- nia) that has been identified in recent departmental audits of retailers of consumer (nonagricultural) pesticides. We offer options to improve the collection of the pesticide mill assessment and recommend that the adminis- tration report on these and other ways of addressing this issue at budget hearings. (Analysis, page B-85.) ~ Fire Protection Budget: Details Lacking, Oversight Difficult · The budget proposes $10.8 million for new firefighting equipment and helicopters and $9 million for year-round firefighting staffing in Southern California. We find that details and justification for these proposals are lacking and therefore recommend the Legislature deny the funding requests. (Analysis, page B-52.) · It has been difficult for the Legislature to oversee the California Department of Forestry and Fire Protection's use of federal funds, which it receives after assisting the federal government at a fire. In some cases, these funds have been diverted to purposes other than fire protection. We make recommen- dations to improve legislative oversight over the department's receipt and use of these federal funds. (Analysis, page B-56.) ~ Water Policy Issues Facing the State · The state oversees about 1,600 miles of levees that are aging and deteriorat- ing. Should these levees fail, the state would face a major liability. We ana- lyze and make recommendations regarding the strategies proposed by the administration to address various flood management problems identified in a recent Department of Water Resources White Paper. Our recommended legislative steps include actions to evaluate the structural integrity of the state flood control system, enact a flood control benefit assessment, re-evaluate the state's role with respect to Delta levees, and reduce the likelihood of ill- advised development approvals in flood-prone areas. · The CALFED Bay-Delta Program (CALFED) is at a funding crossroads given that its primary funding source in recent years-state bond funds-is running out at the same time as the program is projecting $6.3 billion of unmet 14 LEGISLATIVE ANALYST'S OFFICE AN LAO REPORT funding requirements over the next ten years. The program's oversight agency-the California Bay-Delta Authority-has recently approved an $8.1 billion ten-year finance plan for the program that assumes major new sources of federal funds, unidentified state funds, and water user fees. Given that some of the revenue assumptions underlying the plan appear unrealistic, the Legislature will need to establish its expenditure priorities for CALFED so that the program can be "right sized" consistent with those priorities. (P&I, "Part \/.") GENERAL GOVERNMENT ~ State Needs Unified Strategic Approach to Homeland Security · The state lacks a unified strategic approach to homeland security. The Office of Homeland Security and the Department of Health Services have not sufficiently coordinated their efforts. We make a number of recommenda- tions to address these problems, including the development of a strategic plan and annual expenditure report. (Analysis, page F-13.) ~ Governor's Data Center Consolidation Proposal Would Foreclose Legislative Oversight · The Governor proposes to consolidate the state's two largest data centers into the Department of Technology Services. A consolidated data center should ultimately result in improved services and reduced costs. A number of specific components of the proposal, however, would preempt the Legislature's appropriation and oversight roles. For instance, the department's expenditures would be controlled by administration officials outside the purview of the Legislature. Consequently, we recommend the Legislature approve the consolidation but modify some key components. (Analysis, page F-76.) ~ Doubling the Size of the Gambling Commission Not Justified · The budget proposes an augmentation of $4.8 million and 46 two-year limited-term positions for increased regulatory activities related to tribal gambling. The request would double the size of the California Gambling Control Commission. The request fails to (1) clearly articulate what problems are being addressed, (2) justify a new state gaming lab, and (3) reflect a joint strategy with the Department of Justice. We recommend the Legislature reject the request and the administration resubmit a proposal which ad- dresses these problems. (Analysis, page F-31.) LEGISLATIVE ANALYST'S OFFICE 15 AN LAO REPORT ~ Federal Deadline for Voter Database Approaching · The implementation of the federal Help America Vote Act of 2002 (HAVA) represents a significant opportunity for the Legislature to upgrade the state's election systems and improve the administration of election laws. At a statewide level, the most pressing HAVA deadline is the requirement to have a federally compliant voter registration database operational by January 1, 2006. We offer a number of key considerations to assist the Legislature in implementing HAVA. (Analysis, page F-40.) ~ Addressing Public Pension Benefits and Cost Concerns . California "defined benefit" pensions in the public sector raise certain ben- efits and cost issues. For instance, some formulas provide retiree benefits that equal their working income. In addition, governments are "on the hook" for all increased retirement system costs. In response, the Governor pro- poses shifting all new public sector employees to "defined contribution" plans. Defined contribution plans address concerns with defined benefit pensions, but also introduce issues of their own. The Legislature could also address the benefits and cost concerns of current retirement plans within the existing defined benefit structure or with other pension plan alternatives. (P&I, "Part V") ~ Lowering the State's Costs for Prescription Drugs . Our review of the state's $4.2 billion annual purchases of prescription and nonprescription drugs found several deficiencies in the state's procurement process which lead to it paying higher prices than necessary. We offer a number of recommendations to correct these procurement and administra- tive problems that, if implemented, would generate savings totaling tens of millions of dollars annually. For example, we recommend a short-term fix of increasing collaboration between state drug purchasers in order to share more drug pricing information and a long-term fix of leveraging the Medi-Cal drug formulary to lower drug prices in non-Medi-Cal programs. (P&I, "Part V") 16 LEGISLATIVE ANALYST'S OFFICE f:Ju ta ç! Î)ðr c.t :ttœ SANTA CLARA COUNTY BUDGET IMPACT STATE BUDGET FEDERAL BUDGET fiI'···.'\·.o;:..'. '" . o , ~,f¡¡f¿a .. .. "', . ~ "~lIFO""\" [:j'Por Your Information D Ad You Requute{} Compliments of ASSEMBLYWOMAN SALLY J. LIEBER TWEN1Y-SECOND ASSEMBLY DISTRICT Prínted on Recycled Paper ..~... ~-~--------_.. - -.. ._-~--,.._..,-_....._----.__._--,..._,..._.._~-_.--- . County of Santa Clara Office of the County Executive COllnty Government centcr. East wing 70 Wesl HeddIng Streel san Jose, California 951 I 0 (408) 299-5105 DATE: January 10, 2005 TO: Board of Supervisors Peter Kutras, Jr., County Executive Jane Decker, Deputy County Executive ~ FROM: SUBJECT: FY 2005 GOVERNOR'S RECOMMENDED BUDGET This afternoon, Governor Arnold Schwarzenegger released his Recommended Budget for FY 2005-06. As anticipated, the budget contains a number of significant cuts in the health and human service areas which will directly and indirectly impact county government. There are also reductions in a variety of other areas, including juvenile justice, and as a result of the Proposition lA agreement Santa Clara County will lose over $17 million for the second year in property tax revenues. The highlights of the Recommended Budget are listed below. While many of the proposals are not easily quantifiable, a more complete review of the Budget, including the fiscal impact on the county, will be provided as quickly as possible. Local Government Financing Proposition lA, approved by the voters in November 2004, requires the payment of local government mandate claims, begirming in FY 2006-07. The Governor's Budget states: "Selected amounts owed by the State to the following accounts will be proposed for repayment over a period of up to 15 years: )- Proposition 42 loans... )- Unfunded mandates upon local government...". The Budget proposal does not elaborate on what" selected amounts" means, or how the proposed 15 year repayment schedule meets with the terms of Proposition 1A. Health and Hospital System The proposed Medi-Cal redesign, which is partially reliant on the provision of a federal waiver, is still very short on details_ The details contained in the Recommended Budget include: > Managed Care expansion, which would require the inclusion of the aged, blind and disabled (new participants only)¡ > Stabilizing Safety Net Hospital Financing: The budget suggests an "alternative hospital financing structure" to replace the current IGT¡ however, no specifics are included¡ > Capping the Medi-Cal Dental Benefit at $1000 per year¡ Board of Sllperv~50rs: Donald F. Gòge. BliJnC'(1 Ah."(lrí:"I(.10. Pete MCHugh. J"me'S T. ßeêlll. .Ir" Liz Knl$$ COllnfY EXOCtlllv0: Peter KlIHðS. Jr> ~ ,.. ----------- --------- ---------- FY '05 Governor's Recommended Budget January 10, 2005 Page 4 » Moving supervision of CYA parolees to counties; » Limiting CYA to certain types of offenders; and » CY A facility needs. Funding for these ilÙtiatives is not included in the Reconunended Budget. Tra~ortation and Housing The Governor proposes the continued suspension of Proposition 42 until the next budget year. He states that "Begiruùng in 2007-08, the Administration is corrunitted to restoring the dedication of Proposition 42 funds to transportation as the voters intended. As part of the AdmilÙstration's budget control proposals, the suspension of Proposition 42 transfers would be Constitutionally prohibited after 2006-07." Without the continued suspension of Proposition 42, the County would have expected $5.4 million in transportation funding this year. The Budget Proposal also states that revenue anticipated from bonds sold based on tribal gaming revenues - and proposed for transportation projects - is being held up by litigation filed against the State. Therefore, the status of $4 million in revenues previously anticipated by the County's Roads Department is now unclear. General Government As widely reported in the press, the Governor's Budget proposes a Constitutional Amendment which would eliminate the use of a defined benefit pension for all public employees in CaliforlÙa. The budget contains a number of other "reforms" aimed at state employees. Additionally, the Governor intends to build on budget "refonus" initiated in Proposition 58, which requires a balanced budget. The Governor proposes that if a budget is not adopted by the begi11ning of the fiscal year, funds would be appropriated at the level of the previous year until the budget was passed. Prop. 58 also allows the Governor to call a special session to address budgetary imbalances, and provides the Legislature with 45 to act. The Governor will also propose an across-the-board spending reduction if the Governor and Legislature cannot rea~þ' agreement in that 45 day period. The Governor's Budget would reduce Property Tax Administration grants provided to counties by $5.7 million, which is almost a ten percent reduction in the program statewide. The local impact of this reduction is not known but the County currently receives $4.2 million annually for this program. As noted above, the County Executive's Office will be working closely with departments to assess the fiscal impact of the Governor's Recommended Budget on Santa Clara County. This information will be provided to the Board as quickly as possible. In the meantime, please feel free to contact Katie Brown at x5132 for any additional clarification we can provide. State Budget Mav Revision FY 2006 State Budget Assumed in New Impact of Jan Release FY 06 Base Bud FY 06 Gov Bud Impacts of Governor's Proposed State Budget ($20,423,877) $0 $0 ($9,099,015) $0 ($3,139,519) $0 ($446,882) $0 ($5,800,000) ($1,131,000) $0 $0 $0 $0 TBD ($1.612.246) $0 $0 TBD ($20,423,877) ($9,099,015) ($3,139,519) ($446,882) ($5,800,000) ($1,131,000) $0 TBD 612.246) TBD ($1 Proposed Reduction ERAF Shift Reduce State share of cost for IHSS CalWORKs Admin Quarterly Reporting Food Stamps Admin Quarterly Reporting Eliminate CalWORKs Employment Svcs Augmentation Restrict Cnty's ability to collect Booking Fees Reduce Juv Justice Crime Prevention Act Funding' Mental Health Crime Prevention Act of 2000 Court Undesignated Fees Medi-Cal Redesign ($18,485,416) 123) 167 ($23 652.539) ($41 Estimated Reductions 'Loss of about $3.7 million would occur in FY 2007 Total B' K' S' H & Associates A lhlr:;'~II· _\1~!r~l.:.::l.,.'r CQUlIJdIJY MEMORANDUM DATE: February 8, 2005 TO: Santa Clara County Board of Supervisors Peter Kutras, Jr., County Executive FROM: Jerry Klepner Paul Brown BKSH & Associates RE: Analysis of Bush Administration's Fiscal Year 2006 Budget Request Overview Described by Vice President Dick Cheney as "the tightest budget that has been submitted since we got here", the Bush Administration formally unveiled and sent to the Congress on February 7, its budget proposal for Fiscal year (FY) 2006. President Bush's fifth budget request, and the first of his second term, would slice domestic programs, other than Homeland Security, by I percent below current spending. Scores of programs across the budget would not only be denied an inflationary adjustment, real spending would be reduced from FY 2005 levels. This is the first time in decades that Congress has been presented a budget that reduces in real tenus domestic discretionary spending which includes all programs other than entitlements such as Medicare, Medicaid and Social Security. Overall, the budget calls for an increase of 2.1 percent in total discretionary dollars, which is lower than the projected rate of inflation. But the additional funds would be directed to defense and homeland security, leaving most other discretionary programs frozen or reduced. Defense Department spending would increase by $19 billion to $419.3 billion. Homeland Security spending would grow to $29.3 billion, a slight increase of $300 million. While the $2.5 trillion budget, covering the fiscal year that begins on October 1, 2005, does include a few new initiatives such as an expansion of community health centers, it would eliminate or radically cut 150 domestic programs. This is more than double the number of programs that President Bush proposed to eliminate in last year's budget. Eighteen community development block grant programs, for example, would be consolidated in to a single program for a savings of$1.8 billion. I Law enforcement grants to states would be reduced by 47 percent. The Community Food and Nutrition programs and the Migrant and Seasonal Farm Workers Program would be terminated. Nine of the 15 Cabinet Departments would have their funding reduced, with the Department of Housing and Urban Development suffering the largest reduction-an 11.5 percent cut. Even with these reductions in spending the deficit is projected to reach a record $427 billion this year, not including future expenses for the continuing military operations in Iraq and Afghanistan or the cost of the President's Social Security proposal and making permanent the tax cuts enacted in 2001. The Administration will be submitting a supplemental spending request within the near future for funding to prosecute the two wars and the Social Security plan, which would begin in 2009, would result in $759 billion in additional debt in the first five years. None of these costS' are included in the President's budget proposal. The following analysis provides a brief description of the budgetary treatment of programs of greatest interest to the County. As more information becomes available through the congressional hearing process, we will provide more details. HEALTH AND HUMAN SERVICES Health Care The FY 2006 budget for the Department of Health and Human Services (HHS) calls for discretionary budget authority of $67.2 billion, a 1 percent decrease from the FY 2005 level. On the mandatory side, the Medicare drug benefit will become available to approximately 42 million senior citizens and individuals with disabilities in 2006, increasing Medicare expenditures by $50 billion over FY 2005 levels. While the Administration proposes $7 billion in new Medicaid spending over 5 years, it also proposes to cut the program by $20 billion over the same period. The budget calls for SCHIP to be reauthorized one year early, with enhancements totaling $992 million over 5 years. States would be given two years instead of three to spend their allotments. Expanding health insurance coverage. Approximately 45 million people are uninsured, including 8.4 million children. The Administration proposes eight initiatives to increase coverage. Many of these initiatives are tax proposals that could affect state tax revenue. I. Health insurance tax credit. People under age 65 who are not enrolled in public or employer-sponsored health plans would be eligible for a refundable credit payable directly to health plans. The credit would be worth up to $1,000 for an individual and $3,000 for a family, and would phase out at incomes of $30,000 individual and $60,000 family. The credit could also be 2 used for purchasing a high-deductible plan with any remainder going into a Health Savings Account (HSA). 2. State Purchasing Pools. The Administration would provide $4 billion in grants to states to establish purchasing pools. 3. Cover the Kids. A new national outreach campaign that will provide $1 billion in grants over two years to enroll eligible children in Medicaid and SCHIP. 4. Above-the-line deduction. All individuals who purchase a high-deductible plan with an HSA would be allowed to deduct the plan's premium even if they do not itemize deductions. 5. Small Emplover Rebate for contributing to emplovees' HSAs. A refundable tax credit of up to $500 per employee with family coverage and $200 per employee with individual coverage. 6. Association Health Plans CAHPs). The Administration proposes creating AHPs for private, non-profit, and multi-state entities outside the workplace. 7. Medicalliabilitv refonn. 8. National marketplace for health insurance. The Administration proposes creating a competitive health insurance marketplace across state lines that would enable individuals to shop for insurance unlimited by state boundaries. Community Health Centers. The budget includes $26 million to fund 40 new health centers in high poverty areas, including a health center in each poor county currently without one. A total of $2 billion is requested for the Health Centers program, an increase of $304 million over the FY 2005 level. The budget increases the Access to Recovery Drug Treatment Program by 50 percent for a total of $105 million. The total request for Ryan White domestic AIDS programs is $2.1 billion, a $10 million increase. The National Institutes of Health (NIH) is slated for a net increase of $196 million. The Administration wants to invest $439 million in targeted influenza activities, with money going to the Centers for Disease Control (COC) to ensure an adequate adult vaccine supply, and, through the Vaccines for Children program, to buy a stockpile of pediatric vaccine. At the same time, however, COC is slated for a $500 million cut, primarily fÌom preventive health grants and bioterrorism preparedness grants to State and local health departments. Medicare prescription drug benefit. Once the plans are available in 2006, they will receive subsidies to keep premiums and cost-sharing low. Employers will receive subsidies to continue to cover their retirees. Direct assistance will be provided to beneficiaries with incomes up to 150 percent of poverty. Medicaid. The Federal share of Medicaid outlays in FY 2006 is expected to be 2.3 percent ($4.3 billion) higher than projected FY 2005 spending. Areas in which new Medicaid funds are spent include: 3 I. New Freedom Initiative. Six proposals to promote home and community- based options for senior citizens and people with disabilities, totaling $1.435 billion over five years. 2. Extension and simplification of Transitional Medical Assistance. The budget extends the program through September 2006 and simplifies eligibility requirements. The proposal would cost $560 million for 2006. 3. Extension of premium assistance to Oualified Individuals. The QI program would be extended for one year, with states continuing to be fully reimbursed for the cost, expected to total $230 million. 4. The budget would allow under-insured children to receive Vaccines for Children inoculations at State and local health departments as well as Federally Qualified Health Centers and Rural Health Centers, at a cost of $700 million over 5 years. 5. Cover the Kids. Provides $1 billion in grants to states, schools, and community organizations to enroll eligible children in Medicaid and SCHIP. (NOTE: The Centers for Medicare and Medicaid Services (CMS) estimates that this proposal would cost Medicaid $4.1 billion and SCHIP $535 million over five years.) The Administration would save $20 billion in Medicaid over five years through the following proposals: I. Limiting the amount states can reimburse providers to the cost of providing services. Saving: $5.9 billion 2. Phasing down the allowable provider tax percentage from 6 to 3 percent and subjecting managed care organizations to the same requirements. Saving: $3.17 billion 3. ClarifYing which services may be claimed under targeted case management (TCM) and lowering the reimbursement for TCM. Saving: $3.1 billion 4. Tightening transfer of assets requirements. Saving: $1.48 billion 5. Establishing an allotment for Medicaid administrative claiming, to replace cost-based reimbursement. Saving: $1.13 billion 6. Basing pharmacy reimbursement on pharmacy acquisition costs. Saving: $5.4 billion Social Services The HHS budget reflects the Administration's continuing support for it legislative proposal to reauthorize the Temporary Assistance for Needy Families (TANF) program. In the last two Congresses, the House passed a five-year TANF reauthorization bill similar to the Administration's proposal, while the Senate Finance Committee approved legislation that was more flexible on work requirements and provided additional child care funding. But the legislation·· never cleared the Senate and the program has been extended under current law. 4 According to this year's budget documents, the Administration's proposal fund Family Assistance Grant to States at current levels ($16.6 billion annually for five years). Supplemental Grants for Population Increases would be funded at $319 million annually. And a $2 billion Contingency Fund over five years would be created. Child care and separate state program expenditures could be counted toward the Maintenance of Effort requirements. Ten percent of the Social Services Block Grant funds could be transferred to TANF. Participants would be required to engage in work-related activities and employment for 40 hours a week, with at east 24 hours in direct work activities. The Administration would eliminate the bonus to reduce out-of-wedlock births and create a $100 million annual initiative to fund research demonstrations and technical assistance, targeted to "family formation and healthy marriage." The Administration again proposes a $100 million annual grant program to "promote health marriages" and $40 million annually in mandatory funds "to promote responsible fatherhood." The Child Care Entitlement to States and the Child Care Development Block Grant would be funded at the same level as FY 2005---$4.8 billion. The budget also assumes enactment of the Child Support Enforcement provisions of the President's TANF reauthorization proposal, reducing the Federal funding commitment by $752 million ITom current spending. The Refugee Entrant and Assistance program would receive $489 million in FY 2006, an increase of $59 million. The Social Services Block Grant would be funded at $1. 7 billion, the same as FY 2005, but well below the authorized level of $2.38 billion. The Community Services Block Grant would be terminated. It was funded at $637 million in FY 2005. Child Welfare Services, Child Abuse Programs, and Runaway and Homeless Youth would be level funded, receiving the same dollars as FY 2005. The Capital Compassion Fund would be increased ITom $55 million to $100 million in FY 2006. This fund provides grants to faith-based and community organizations to create public/private partnerships for providing social services. Foster Care and Adoption Assistance Programs lose $200 million, decreasing ITom $6.8 billion in FY 2005 to $6.6 in FY 2006. The Older American Act programs would be funded at $1.37 billion in FY 2006, a $24 million reduction ITom FY 2005. Virtually all of the programs would be level-funded. 5 HOMELAND SECURITY The Administration requested $34.2 billion in discretionary spending for the Department of Homeland Security (DHS), which would be a 7 perceut iucrease over FY 2005 levels. Major functions like the Coast Guard and Transportation Security Administration would continue to see increases under the President's budget. However, the Administration once again proposes to cut as well as restructure State Homeland Security Grants. This year's budget proposes to cut 23 percent from last year's enacted level. And the President once again proposes to revise the funding formula for State grants, an idea that Congress has dismissed in the past. The President wants State grants to be based on "risk, vulnerability, threat, and unmet capabilities" (as determined by the Secretary of DHS), and each State's minimum grant would be reduced from 0.75 to 0.25 percent of the total. Furthermore, grant recipients would be required to reserve at least 20% of their grants for law enforcement terrorism prevention efforts. The Administration's budget documents state that these grants "will be oriented towards achieving national preparedness goals developed by DHS (and) allocation of grant funds will also be coordinated with relevant preparedness programs in the Departments of Justice, Transportation, and HHS." Funding for Law Enforcement Terrorism Prevention would remain the same as last year's enacted level. Overall, funding for the Office of State and Local Government Coordination and Preparedness would fall from $3.3 to $3.1 billion, a proposed decrease of 6 percent. The Urban Area Security Initiative, which provides grants to high-risk urban regions, would also see funding cut by four percent ITom last year's estimates. Like State grants, urban grants would also be based on a threat matrix and 20 percent of each grant would have to be spent on law enforcement terrorism prevention efforts. Infrastructure protection efforts would see a significant increase in this year's budget. The Targeted Infrastructure Protection Program, under which DHS offers grants to supplement State, local, and private infrastructure protection efforts, especially for chemical and nuclear detection at port and other transit sites, would increase by 98 percent over last year's enacted level. Firefighter Assistance Grants would be funded at $500 million, which is the same as last year's request but a 30 percent decrease ITom last year's enacted level. Funding for the Citizen Corps program, which coordinates local officials, volunteers and first-responder networks, would see an increase of more than 230 percent. ELECTION ASSISTANCE The 2006 Presidential Budget proposes $17.6 million for the Election Assistance Commission to develop voluntary standards and initiate an accreditation program for 6 electronic voting machines. This is 29% more than was provided in the 2005 budget to manage states' compliance with election laws. JOB TRAINING Once again, President Bush has proposed a major restructuring of the Department of Labor's job training and employment grant programs in his annual budget document. The President would fold the Adult, Dislocated Worker, Youth Activities, Work Opportunity Tax Credit. Labor Market Information and Employment Service State Grants programs into a single $4 billion grant program. The proposal would also allow Governors to draw on other Federal job training and employment programs to supplement the consolidated grant funds. Along with placing limits on program overhead, the Administration would establish annual performance goals for the consolidated program, with a tenth year goal for States of 100 percent job placement for grant recipients. With respect to individual programs, funding for Adult Employment and Training Activities under the President's budget would fall by nearly four percent from last year's enacted levels. Funding for Dislocated Worker Employment and Training Activities would decrease by 10 percent. Youth Activities grants, which help prepare low-income youth for future employment, would be cut by nearly four percent in FY 2006. Funding for the Job Corps, which offers education, training, and work experience to economically-disadvantaged youth, would be cut by 11 percent. Funds for the Youth Opportunity Grants program would be eliminated under the President's budget, as would assistance for Migrant and Seasonal Farmworkers. The Prisoner Re-Entry Initiative, which also involves the Department of Justice and HUD in activities to help exiting prisoners adjust to community life and long-term employment, would be cut by nearly 60 percent in FY '06. The President woulcl drastically increase funding for the Community College Initiative, a new grant program that provides community college training focused on industries with demonstrated labor shortages. The FY '06 budget calls for an increase ÍÌ"om $1 million to $136 million. And funding for National Programs, which provides support for nationally-administered programs targeting specially disadvantaged populations, would increase in FY '06 by nearly 61 percent. 7 increase. There is a slight decrease in the request for the Cooperative Endangered Species Conservation Fund - which includes funding for Habitat Conservation Plan (HCP) grants - to $80 million or a $1.6 million decrease overall. The CALFED-Bay Delta program is budgeted at $35 million, an 89.5% increase over FY 2005 enacted levels. Overall funding for the Environmental Protection Agency (EPA) is $7.57 billion, or 5.6% percent below the enacted FY 2005 level. The amount of the cuts overall are roughly equal to the amount of congressional eannarks in last year's bill. Major cuts include funding for wastewater treatment state revolving fund (SRF) programs which is perennially targeted but usually receives additional funding ITom the Congress. The drinking water SRF remained level and there was a slight increase for Superfund, brownfields and environmental science programs. The Administration is proposing a new $44 million "Water Sentinel" initiative to help selected cities conduct drinking water monitoring and surveillance. 10 Water District, this shift of $51 million (over two years) is three and half times as much as it would be if the District was two different entities, one water utility and one flood protection agency. (Sponsor: Santa Clara Valley Water District) Status: Passed Assembly Local Government Committee, to Appropriations Suspense file. AB 1602 (Laird): Local government finance. Vehicle license revenues, after the payment of state collection costs, are allocated to cities and counties. A portion of those revenues are allocated to cities based on population. Prior to November 2004, the population of a newly incorporated city for the first seven years of its existence was deemed to be the higher of (1) the original number of registered voters times three, or (2) its actual population. A statute accompanying Proposition 1A (which was approved by the voters at the November 2004 election) deleted this special population calculation for new cities created after August 5,2004. AB 1602, sponsored by groups involved in the creation of the cities of Carmel Valley, San Martin, EI Dorado Hills, Wildomar, Menifee Valley, and Oakhurst, would re-establish the special population calculation for new cities. Passed Assembly Local Government Committee, to be heard in Appropriations on May 4th. SB 208 (Alquist): Transportation projects: electronic fund transfers. Speeds up the flow of state and federal transportation funds to local transportation agencies so that traffic relief projects can be completed quicker. (Sponsor: Santa Clara Valley Transportation Authority) Status: Passed Senate Transportation & Housing Committee, to Appropriations Suspense file. SB 432 (Alquist): County fees. To help free up money for critical health, human services, and public safety programs, authorizes counties, at their discretion and after a public hearing process, to adjust civil process fees so that Sheriffs departments are fully reimbursed for their actual costs of providing eviction notice, services. (Sponsor: County of Santa . Clara) Status: In Senate Judiciary Committee, May 3rd SB 472 (Alquist): Disposition of state property: Bay Area Research Extension Center. This bill would require the State to sell this property to the City of Santa Clara, at a reasonable cost that is less than fair market value, to be used for low-income senior housing. This would honor a previous commitment made by the State. (Sponsor: City of Santa Clara) Status: Passed Senate Governmental Operations Committee, to be heard in Senate Appropriations on May 9th. SB 527 (Alquist): Redevelopment: senior housing. To reflect senior demographics, allows cities to specify that a community's low- and moderate-income housing assistance funds be available in at least the same proportion of the community population who are seniors and who are also low-income, according to the U.s. Census Bureau. (Sponsor: City of San Jose) Status: In Senate Transportation & Housing Committee, May 3rd. SB 680 (Simitian and Alquist and Figueroa): Congestion management and transportation improvements. This bill would authorize the Santa Clara Valley Transportation Authority to impose an annual fee of up to $5 on each motor vehicle registered within Santa Clara County for traffic congestion programs and other transportation projects in the County. (Sponsor: Silicon Valley Manufacturers Group) Status: Passed Transportation & Housing and Appropriations committees, to Senate, May 2nd. tx-l~'b/{-- 5"/7Ios- f:t .# t{ CUPERTINO UNION SCHOOL DISTRICT Legislative Positions 2005 Cupertino Union School District sincerely appreciates the Legislature's ongoing commitment to K-12 education in these difficult economic times. We look forward to working with the Central Valley legislative delegation this year on key issues and priorities of the school district. And while we are cognizant of the extraordinary fiscal challenges facing the State, it is our hope that the final state budget will reflect the highest level of support for California's school children. Protect the Proposition 98 Fundinl! Guarantee Cupertino Union School District's (CUSD) primary issue in this year's budget is the commitment to protect Proposition 98, the Constitutional funding guarantee for public education that was approved by California's voters. Toward this end, CUSD opposes the proposed initiative "Living Within our Means Act." If enacted, this initiative will reduce the level of funding owed to schools prospectively and would allow the government to cut funding for school districts mid-year, creating great uncertainty and major disruption to schools. 2005-06 State Budl!et Proposal Priorities CUSD opposes the Governor's proposal to shift state costs for the state teacher's retirement system to local education agencies. This $500 million shift adds new responsibilities to school districts at a time when school districts have already endured major reductions. CUSD supports the Governor's proposal for full funding of the COLA and emollment growth for revenue limits and categorical programs. This funding is critical for maintaining the District's base educational programs and services for our students. We also believe this commitment should extend to making whole any unanticipated funding deficiencies. We support the Governor's proposal for deficit reduction. Cupertino Union SD also urges the Governor and Legislature to fund prior year mandated cost claims. Support of Revenue Limit Equalization Fundinl! Revenue limit equalization continues to be a top priority for the Cupertino Union School District. The District strongly supports legislation to eliminate the financial disparities that exist between school agencies by providing additional rounds of revenue limit equalization. Support Increased Fundinl! for Special Education The lack of adequate funding for special education continues to result in CUSD having to use general fund dollars to backfill the shortfall. CUSD urges the Legislature and the Governor to pass through all increased federal funds for special education to pay for the base program and to oppose any efforts to shift mental health services fonnerly provided by county government"to school agencies. Support Lel!islation that Provides Flexibility in Catel!orical Prol!ram Implementation The District strongly supports legislative proposals that would further consolidate and streamline the myriad of categorical programs. The District supports providing the maximum level of discretion for program implementation and standards accountability to schools and districts demonstrating high levels of student perfonnance. Additionally, the District continues to support . . Cuvertino Lef!islative Positions 2005 Paf!e2 legislation that would provide flexibility in the class size reduction program by allowing class sizes to be based on the annual district-wide 20:1 average with a "hard cap" of22:1. Support a 2006 School Facilities Bond The District strongly supports AB 58, (Nunez) that would place a school facilities bond on the November 2006 statewide ballot. S/3/0S- CC EXht 'bIt Existing Open Gate (looking uphill) Subject Property F I View from driveway looking at garage across Santa Lucia Road View of Lower Portion of Driveway I . View of upper driveway View of Upper Driveway -~, tr .;z 0 S-13/0S c:....,........,....,......:c:, Bo ¡ñger Road Bridge Reconstruction Project Presentation to the Cupertino City Council May 3 2005 Flood waters overtop Bollinger Road in 1998 -looking upstream 1998 -looking upstream Flood waters overtop Bollinger Road in Road in 1998 on Bollinger Traffic at a standsti ways and away from homes Flood wall installed by City of Cupertino in 2002 to protect the East Estates Drive neighborhood · Eliminates flooding from Bollinger Road · Widens bridge for bicycles and pedestrians · Structurally retrofits remaining bridge structure · Removes upstream abandoned bridge · Rehabilitates creek banks and habitat wo phases period Phase 1 - 2005 · Remove abandoned upstream bridge · Regrade bank · Restore habitat Phase 2 - 2006 · Replace narrow culvert · Widen Bollinger Road for bicycle and pedestrian use · Structurally retrofit remaining culvert section e restored to a Old abandoned Bollinger Road bridge looking downstream View of Bollinger Road bridge culvert looking downstream Note the narrow opening View of Bollinger Road bridge culvert looking upstream ¡ on - ........,,-....... ...... ,-9 p.m. - -,.-- (J .-I~i'....... ,...........-- ~~ ..~·~".,WMtt~~,..ID. ~......b~M.....Ø!ih ~..~.....hIfItp-(~ """"'''-'''''''"-''- ~_~.......Iht-ItI........... ~~.,,~~.~~...... ~~....~~~:tl~:~~, ~ _~~~"''''mJ~' ~...~tlJq.~"'~""~Jo.,q ..,~.~,..¡t.~~"",,"", hrilZ(JOiI..,*-~,"('1f<;~""~~ ~ty~..~,-,~ fIWId..,th.~""'b."",*-_......G.t -...............~ "M<f~.,¡j..<¡~.~....Çty<!l ~t5MIi~j,,¡..........,¡.,..,.~<i 1ie.It.p"'-f_C~..,(~~MJI(". ",*~"",,",~~M~&J¡fIØIf~ ~"~"''''''''''''<lNliI;~~ ~_~Ü-l 1q-"cw.."'SIJn~_~ h,~...;&~ ,^,-~liIOf''''Wio\~~_O!Yf ......._'<>\"-rtw......,...f'I'iw=t <o.¡u+ru(;f!Qn wotJ.: (___~~-'~dfMt6¡, ~ow.kl_~...rd~I<,¡"'_~ ~J.v*.~'b~_""~_ ~w.;¡'__~~""""""""~ ~~~\;<"..~~ ::~J:~tA"'~~ft¡~n "Ñ~cfáA~titðJ~ bi:ei6.!I-md~"""', ~b"~ District wil Provide: - Direct contact person - Project updates Construction signs on . road FOllow up survey Public meetings before during and after construction Mar. 2006 May Jul. Sept. Nov. Jan. Dec. Oct. 2005 Apr. Jun. Jul Aug 9Z9 1 J'//7 c e 929 1 J'/n c e Mid-summer '05 Pre-winter '05 February '06 February - March '06 April '06 October '06 ·Phase 2 pre-construction meeting #1 ·Phase 2 contract awarded ·Phase 2 pre-construction meeting #2 ·Phase 2 work begins ·Phase 2 work completed I ntrod uction Project description/schedule Next steps Community input - Q and A Adjourn · · · · · ity input Q&A Commun CA 95118 ons Send written comments to: - Santa Clara Valley Water District 5750 Almaden Expressway, San Jose, Attention: Bill Springer - Email address: bs valle water.or, - - - Phone: (408) 265-2607, ext. 2259 org Web site - www.valleywater.