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Agenda Packet 2007-02-27Mayor Mayor Pro Tem Council Member Council Member Council Member CITY OF City Council Tony Ferrara Ed Arnold Joe Costello Jim Guthrie Chuck Fellows Arroyo Grande City Council Chambers 215 East Branch Street, Arroyo Grande 1. CALL TO ORDER: 7:00 P.M. 2. ROLL CALL: COUNCIL/RDA 3. FLAG SALUTE: ARROYO GRANDE VALLEY KIWANIS CLUB 4. INVOCATION: PASTOR PAUL JONES RETIRED 5. SPECIAL PRESENTATIONS: 5.a. Presentation by Coastal San Luis Obispo Resources Conservation District - 5.b. Honorary Proclamation Recognizing March as "Grand Jurv Awareness Month" 6. AGENDA REVIEW: '~ ``~ CALIFORNIA r 1- X911 Agenda Steven Adams City Manager Timothy J. Carmel City Attorney Kelly Wetmore City Clerk AGENDA SUMMARY CITY COUNCIL/REDEVELOPMENT AGENCY MEETING TUESDAY, FEBRUARY 27, 2007 7:00 P.M. 6a. Move that all ordinances presented tonight be read in title only and all further readings be waived. AGENDA SUMMARY -FEBRUARY 27, 2007 PAGE 2 7. COMMUNITY COMMENTS AND SUGGESTIONS: This public comment period is an invitation to members of the community to present issues, thoughts, or suggestions on matters not scheduled on this agenda. Comments should be limited to those matters that are within the jurisdiction of the City Council. The Brown Act restricts the Council from taking formal action on matters not published on the agenda. In response to your comments, the Mayor or presiding Council Member may: • Direct City staff to assist or coordinate with you. • A Council Member may state a desire to meet with you. • It may be the desire of the Council to place your issue or matter on a future Council agenda. Please adhere to the following procedures when addressing the Council: Comments should be limited to 3 minutes or less. Your comments should be directed to the Council as a whole and not directed to individual Council members. Slanderous, profane or personal remarks against any Council Member or member of the audience shall not be permitted. 8. CONSENT AGENDA: The following routine items listed below are scheduled for consideration as a group. The recommendations for each item are noted. Any member of the public who wishes to comment on any Consent Agenda item may do so at this time. Any Council Member may request that any item be withdrawn from the Consent Agenda to permit discussion or change the recommended course of action. The City Council may approve the remainder of the Consent Agenda on one motion. 8.a. Cash Disbursement Ratification (KRAETSCH) Recommended Action: Ratify the listing of cash disbursements for the period February 1, 2007 through February 15, 2007. 8.b. Consideration of Statement of Investment Deposits (KRAETSCH) Recommended Action: Receive and file the report of current investment deposits as of January 31, 2007. 8.c. Consideration of Approval of Minutes (WETMORE) Recommended Action: Approve the minutes of Regular City Council Meeting of February 13, 2007, as submitted. 8.d. ihort Street (SPAGNOLO) Approve Final Parcel Map AG 06-0172, reconfiguring .20 acres into two (2) parcels. AGENDA SUMMARY -FEBRUARY 27, 2007 PAGE 3 8. CONSENT AGENDA (cont'd): 8.e. Consideration to Declare Surplus Property and Approve a Contract for Auction Services (SPAGNOLO) Recommended Action: 1) Adopt Resolution declaring used vehicles, equipment, and miscellaneous items as surplus and authorize their sale; and 2) Authorize the City Manager to sign the auction contract with Bill Phelps Auction Services. 8.f. Consideration of Acceptance of the 2006 Annual Pavement Maintenance Project, PW 2006-07 (SPAGNOLO) Recommended Action: 1) Accept the project improvements, as constructed by Granite Construction Company, Inc. in accordance with the plans and specifications for the 2006 Annual Pavement Maintenance Project; 2) Direct staff to file a Notice of Completion; and 3) Authorize release of the retention of $27,939.89 thirty-five (35) days after the Notice of Completion has been recorded if no liens have been filed. 9. PUBLIC HEARING: 9.a. Block Grant (CDBG) Projects for Program Year 2007 (STRONG) Recommended Action: Adopt a Resolution approving Community Development Block Grant (CDBG) projects for Year 2007. 10. CONTINUED BUSINESS: None. 11. NEW BUSINESS: 11.a. Program (PERRIN) Recommended Action: Introduce Ordinance amending portions of Chapter 12.16 of Title 12 of the Arroyo Grande Municipal Code, which include revisions to the Community Tree Program relating to the replacement of any regulated tree that dies. 11.b. Consideration of Fiscal Year 2006-07 Mid-Year Budget Report (KRAETSCH) [COUNCIL/RDA] Recommended Action: It is recommended the City Council/Agency Board: 1) Approve detailed budget adjustments listed in the Mid-Year Budget Report; 2) Approve Schedules A and B in the Mid-Year Report; and 3) Approve (Deny) requests for additional appropriations in the General Fund. AGENDA SUMMARY -FEBRUARY 27, 2007 PAGE 4 12. CITY COUNCIL REPORTS: This item gives the Mayor and Council Members the opportunity to present reports to the other members regarding committees, commissions, boards, or special projects on which they may be participating. (a) MAYOR TONY FERRARA: (1) San Luis Obispo Council of Governments/San Luis Obispo Regional Transit Authority (SLOCOG/SLORTA) (2) South San Luis Obispo County Sanitation District (SSLOCSD) (3) Other (b) MAYOR PRO TEM ED ARNOLD: (1) Integrated Waste Management Authority Board (IWMA) (2) Economic Vitality Corporation (EVC) (3) Other (c) COUNCIL MEMBER JOE COSTELLO: (1) Zone 3 Water Advisory Board (2) Air Pollution Control District (APCD) (3) Fire Oversight Committee (4) Fire Consolidation Oversight Committee (5) Other (d) COUNCIL MEMBER JIM GUTHRIE: (1) South County Area Transit (SCAT) (2) California Joint Powers Insurance Authority (CJPIA) (3) Other (e) COUNCIL MEMBER CHUCK FELLOWS: (1) South County Youth Coalition (2) County Water Resources Advisory Committee (WRAC) (3) Other 13. CITY COUNCIL MEMBER ITEMS: The following item(s) are placed on the agenda by a Council Member who would like to receive feedback, direct staff to prepare information, and/or request a formal agenda report be prepared and the item placed on a future agenda. No formal action can be taken. a. None. 14. CITY MANAGER ITEMS: The following item(s) are placed on the agenda by the City Manager in order to receive feedback and/or request direction from the Council. No formal action can be taken. a. None. AGENDA SUMMARY -FEBRUARY 27, 2007 PAGE 5 15. COUNCIL COMMUNICATIONS: Correspondence/Comments as presented by the City Council. 16. STAFF COMMUNICATIONS: Correspondence/Comments as presented by the City Manager. 17. COMMUNITY COMMENTS AND SUGGESTIONS: This public comment period is an invitation to members of the community to present issues, thoughts, or suggestions. Comments should be limited to those matters that are within the jurisdiction of the City Council. The Brown Act restricts the Council from taking formal action on matters not published on the agenda. 18. ADJOURNMENT This agenda was prepared and posted pursuant to Government Code Section 54954.2. Agenda reports can be accessed and downloaded from the City's website at www.arrovogrande.org All staff reports or other written documentation relating to each item of business referred to on the agenda are on file in the City Clerk's office and are available for public inspection and reproduction at cost. If requested, the agenda shall be made available in appropriate alternative formats to persons with a disability, as required by the Americans with Disabilities Act. To make a request for disability-related modification or accommodation, contact the Administrative Services Department at 805-473-5414 as soon as possible and at least 48 hours prior to the meeting date. City Council/Redevelopment Agency Meetings are cablecast live and videotaped for replay on Arroyo Grande's Government Access Channel 20. The rebroadcast schedule is published at www.slo-soan.org. ..~-~ co-rv ®~ '~" - - - . Honorary Proclamation Declaring March, 2007 as "Grand Jury Awareness Month" WHEREAS, the Civil Grand Jury consists of a panel of 19 citizens which serves the citizens of the County of San Luis Obispo for aone-year period after selection; and WHEREAS, the individual Grand Jurors are selected from a list of 30 volunteer applicants that have been screened and qualified by the judges of the Superior Court, with final selection of the 19 obtained by random drawing; and WHEREAS, the jurisdiction of the Grand Jury extends to all activities of local government within the geographic limits of San Luis Obispo County, including public/private transactions; and WHEREAS, the Grand Jury is granted subpoena powers that extends to records, persons, and entities, and parallel powers to undertake independent investigations and issue Public Reports detailing the results of these investigations; and to function as a completely independent, autonomous body; and WHEREAS, the primary function of the Grand Jury is to provide independent oversight into the efficiency, effectiveness, honesty and impartiality of government; and WHEREAS, the Grand Jury in a large measure relies upon public awareness and responsiveness of the public to its Public Reports which detail its findings and recommendations; and WHEREAS, it is believed that public awareness of the Grand Jury's function and purpose can be furthered by governmental declarations of awareness. NOW, THEREFORE, BE IT RESOLVED, that I, Tony Ferrara, Mayor of the City of Arroyo Grande, on behalf of the City Council, do hereby proclaim March, 2007 to be "Grand Jury Awareness Month," in order for all citizens to become better acquainted with the purposes of the Grand Jury, to give attention to the Grand Jury's public reports and to encourage public participation in the Grand Jury process. IN WITNESS WHEREOF, I have hereunto set my hand and caused [he Seal of the City of Arroyo Grande to be affixed this 27`" day of February 2007. p,aaovo OF C,D a incoaroaareo v2 ~' y~~ o U ~T3'Sa993'!i~ m TONY FERRARA, MAYOR ` '°`"'° 19i ' C ~p 4C/FOaN 5.b. 8.a. MEMORANDUM TO: CITY COUNCIL FROM: ANGELA KRAETSCH, DIRECTOR OF FINANCIAL SERVICES ~/~ BY: FRANCES R. HEAD, ACCOUNTING SUPERVISO SUBJECT: CASH DISBURSEMENT RATIFICATION DATE: FEBRUARY 27, 2007 RECOMMENDATION: It is recommended the City Council ratify the attached listing of cash disbursements for the period February 1 through February 15, 2007. FUNDING: There is a $617,722.87 fiscal impact that includes the following items: • Accounts Payable Checks 129973-130141 $ 168,493.80 • Payroll Checks & Benefit Checks $ 449,229.07 All payments are within the existing budget. DISCUSSION: The attached listing represents the cash disbursements required of normal and usual operations. It is requested that the City Council approve these payments. ALTERNATIVES: The following alternatives are provided for the Council's consideration: • Approve staffs recommendation; • Do not approve staffs recommendation; • Provide direction to staff. Attachments: Attachment 1- February 1-February 15, 2007, Accounts Payable Check Register Attachment 2- February 2, 2007, Payroll Checks & Benefit Checks Register ATTACHMENT1 apckHist Check History Listing Page: 1 02/20/2007 11:21AM CITY OF ARROYO GRANDE Bank code: boa Check # Date Vendor 129973 02/02/2007 000008 ADAMSON INDUSTRIES, INC 129974 02/02/2007 005978 ALLIANT INSURANCE 129975 02/02/2007 002632 API WASTE SERVICES (DBA) 129976 02/02/2007 003745 ARROWHEAD SCIENTIFIC, 129977 02/02/2007 000043 ARROYO GRANDE GLASS & 129978 02/02/2007 005507 AT & T 129979 02/02/2007 002725 ATLAS RENTALS 129980 02/02/2007 000056 BACKYARD IMPROVEMENT 129981 02/02/2007 003074 MATTHEW BENDER & 129982 02/02/2007 001917 BOB'S EXPRESS WASH 129983 02/02/2007 003053 CID CABRIALES 129984 02/02/2007 003608 CARD INTEGRATORS CORP 129985 02/02/2007 000603 CAROUEST AUTO PARTS 129986 02/02/2007 005255 CBC INNOVIS, INC Status ClearlVoid Date Invoice Inv. Date Amount Paid Check Total 80290 12/12/2006 4,197.77 4,197.77 892450 01/12/2007 531.00 531.00 71N00046 01/23/2007 676.51 676.51 26378 01/09/2007 55.43 55.43 45 01/30/2007 925.29 46 01/30/2007 690.78 44 01/30/2007 315.00 1,931.07 1 /7-0183 01 /07/2007 126.66 1/8-9867 01/08/2007 7824 1/7-7480 01/07/2007 67.56 1/7-3959 01/07/2007 33.29 1/7-3953 01/07/2007 33.29 1/7-3956 01/07/2007 33.29 372.33 17244 12/29/2006 2,785.00 2,785.00 871 10/12/2006 3.99 3.99 CONT#42808537 01/08/2007 495.00 495.00 DEC 2006 02/01/2007 105.00 105.00 020107 02/01/2007 71.66 71.66 0040351-IN 06/25/2006 1,190.00 1,190.00 7314-135044 01/19/2007 85.79 7314-135101 01/19/2007 80.17 135051 01/19/2007 66.56 7314-134673 01/18/2007 59.15 134393 01/16/2007 41.08 7314-134501 01/17/2007 16.70 7314-134446 01/17/2007 3.41 352.86 6365014391 12/31 /2006 10.00 10.00 Page: 1 apckHist Check History Listing Page: 2 02/20/2007 11:21AM CITY OF ARROYO GRANDE Bank code: boa Check # Date Vendor 129987 02/02/2007 003168 CELLULAR ONE 129988 02/02/2007 000174 COASTLINE 129989 02/02/2007 003599 COMMERCIAL SANITARY 129990 02/02/2007 002868 MICHELLE COTA 129991 02/02/2007 000190 CREEK ENVIRONMENTAL 129992 02/02/2007 000196 CUESTA EQUIPMENT CO INC 129993 02/02/2007 000200 DFM ASSOCIATES 129994 02/02/2007 000853 EXECUTIVE 129995 02/02/2007 001525 FERGUSON ENTERPRISES, 129996 02/02/2007 005975 FROELICHER, JAMES P 129997 02/02/2007 000499 GRAND AWARDS, INC 129998 02/02/2007 002358 GREAT WESTERN ALARM 129999 02/02/2007 000288 CITY OF GROVER BEACH 130000 02/02/2007 000292 HACH COMPANY 130001 02/02/2007 000311 HINDERLITER, DE LLAMAS 130002 02/02/2007 005976 CARLA HOFSTEE 130003 02/02/2007 001474 ROBERT HOPKINS 130004 02/02/2007 000330 INFORMATION TECH DEPT 130005 02/02/2007 001709 ERIK JENSEN 130006 02/02/2007 004105 JOHNBOY'S TOWING INC Status ClearNoid Date Invoice Inv. Date Amount Paid Check Total 01707 01/29/2007 142.74 142.74 4910891 01 /10/2007 170.00 170.00 10389 02/01/2007 103.87 103.87 012507 02/01/2007 184.51 184.51 00208 01/16/2007 30.00 30.00 331036 01/22/2007 67.57 67.57 012507 02/01/2007 3.48 3.48 29243E 01/24/2007 4,208.81 292120 09/01/2007 4,085.00 g,2g3,g1 1222188 01/12/2007 232.61 1222170-1 01/15/2007 2762 260.23 1055 01/18/2007 780.33 780.33 70108 01/26/2007 8.50 8.50 070100713101 02/01/2007 35.00 070100013101 02/01/2007 28.00 63.00 1/12-1375 ASH ST 01/12/2007 41.35 41.35 5007846 01/22/2007 41.10 41.10 0012532-IN 01/26/2007 975.00 975.00 012507 02/01/2007 875.00 0129 02/01/2007 232.00 1,107.00 112106 02/01 /2007 15.49 15.49 4748 12/31/2006 393.63 393.63 013107 02/01/2007 200.00 200.00 5561 12/13/2006 559.00 Page: 2 apCkHist Check History Listing Page: 3 02/20/2007 11:21AM CITY OF ARROYO GRANDE Bank code: boa Check # Date Vendor 130007 02/02/2007 005833 KERN TURF SUPPLY INC 130008 02/02/2007 000383 LIEBERT, CASSIDY, 130009 02/02/2007 000393 LUCIA MAR UNIFIED SCHOOL 130010 02/02/2007 005151 MICHAEL MARTINEZ 130011 02/02/2007 004279 MID STATE PLUMBING & 130012 02/02/2007 000429 MINER'S ACE HARDWARE, Status Clear/Void Date Invoice Inv. Date Amount Paid Check Total 4795 12/01/2006 400.00 5559 12/01/2006 356.00 5560 11/22/2006 248.00 1,563.00 328122 01/18/2007 281.76 281.76 012907 02/01/2007 445.00 445.00 070372 01/29/2007 2,279.53 070371 01/29/2007 1,001.55 070502 01 /31 /2007 157.50 070366 01109/2007 112.50 070365 01/09/2007 82.50 070364 01/09/2007 82.50 070363 01/09/2007 8250 3,798.58 011707 01/17/2007 390.39 390.39 012607 02/01/2007 2,363.20 2,363.20 117198 01/24/2007 117.96 132935 01/12/2007 53.06 116892 01/22/2007 48.25 113787 12/22/2006 40.74 116384 01/17/2007 36.97 117333 01/25/2007 31.99 116827 01/21/2007 29.99 134938 01/26/2007 28.46 117243 01/24/2007 22.35 134890 01/26/2007 21.44 116647 01/19/2007 19.27 116444 Ot/18/2007 18.22 116908 01/22/2007 1767 115747 01 /11 /2007 17.13 116422 01 /18/2007 15.00 116307 01/17/2007 9.59 117282 01/24/2007 9.56 117540 01/26/2007 9.22 134957 01/26/2007 6.06 Page:3 apckHist Check History Listing Page: a 02/20/2007 11:21AM CITY OF ARROYO GRANDE Bank code: Check # boa Date Vendor Status ClearNoid Date Invoice Inv. Date Amount Paid Check Total 134790 01/25/2007 3.74 116579 01 /19/2007 1 71 558.38 130013 02/02/2007 005650 NAPA AUTO PARTS 89270 01/17/2007 61.89 61.89 130014 02/02/2007 000468 OFFICE DEPOT 370938074 01/12/2007 225.19 371863989 01/19/2007 7 70 232.89 130015 02/02/2007 000472 ORCHARD SUPPLY REF#00073368 01/29/2007 6.42 6.42 130016 02/02/2007 000478 PACIFIC APPAREL & SPORTS 5746 01/29/2007 455.60 455.60 130017 02/02/2007 000481 PACIFIC GAS & ELECTRIC 1/19-190318 01/19/2007 130.75 1/17-704689 01/17/2007 32.62 1/17-654774 01/17/2007 26.95 1/18-235044 01/18/2007 21.06 1/16-889211 01/16/2007 21.03 232.41 130018 02/02/2007 004158 PHOENIX GROUP 122006157 01/17/2007 100.00 100.00 130019 02/02/2007 000498 PITNEY BOWES, INC 7147128-JA07 01/13/2007 165.00 165.00 130020 02/02/2007 003265 PLATINUM PLUS FOR 1/22-4015 01/22/2007 1,318.80 1/22-2611 01/22/2007 680.24 1/22-6263 01/22/2007 626.63 1/22-6362 01/22/2007 557.00 1/22-6289 01/22/2007 299.91 1/22-6347 01/22/2007 278.82 1/22-4383 01/22/2007 164.50 1/22-9686 01/22/2007 95.03 1/22-6313 01/22/2007 61.90 1/22-6321 01/22/2007 42.89 1/22-7583 01/22/2007 38.61 4,164.33 130021 02/02/2007 002751 RANGE MASTER 1041 12/30/2006 373.53 373.53 130022 02/02/2007 002670 RICOH LEASING 07022341467 01/30/2007 163.04 163.04 130023 02/02/2007 000587 SEBASTIAN OIL CFN99208 01/21/2007 43.70 43.70 130024 02/02/2007 003838 SILVAS OIL COMPANY, INC 216391 01/18/2007 2,983.26 2,983.26 Page: 4 apckHist Check History Listing Page: 5 02/20/2007 11:21AM CITY OF ARROYO GRANDE Bank code: Check # boa Date Vendor Status ClearNoid Date Invoice Inv. Date Amount Paid Check Total 130025 02/02/2007 000731 SLO COUNTY SHERIFF'S 011007 01/10/2007 9,114 .00 011607 01/16/2007 2.877 78 11,991 .78 130026 02/02/2007 003343 SNAP-ON INDUSTRIAL 23V/13640090 01/04/2007 193 .08 193 .08 130027 02/02/2007 000598 SNAP-ON TOOLS CORP 161381 01/26/2007 201 .47 201 .47 130028 02/02/2007 001220 SOUTH COUNTY YOUTH 01192007 01/19/2007 495 .69 495 .69 130029 02/02/2007 001888 SPORT SUPPLY GROUP, INC 92184783 01/29/2007 2,960 .84 2,960 .84 130030 02/02/2007 000613 STATEWIDE SAFETY & 52663 01/22/2007 61 .13 61 .13 130031 02/02/2007 002499 MICHELE STEARNS 091406 02/01/2007 181 .84 181 .84 130032 02/02/2007 000616 STERLING 22448 01/06/2007 326 .00 22469 01/14/2007 96 .00 019099 01/04/2007 10 73 432 .73 130033 02/02/2007 000623 SUNSET NORTH CAR WASH 1010 12/31/2006 192 .71 192 .71 130034 02/02/2007 002370 TITAN INDUSTRIAL 1017166 01/18/2007 26 .03 1017272 01/24/2007 5 .82 31 .85 130035 02/02/2007 005532 UC REGENTS 013107 01/31/2007 20 .00 20 .00 130036 02/02/2007 000669 UNION ASPHALT, INC 263409 01/11/2007 1,032 .19 1,032. 19 130037 02/02/2007 002137 VERIZON WIRELESS 2104033316 01/07/2007 466 .36 466. 36 130038 02/02/2007 005977 TRISHA VILLANUEVA 012907 01/29/2007 50. 50 50. 50 130039 02/02/2007 000687 WAYNE'S TIRE, INC 764165 01/23/2007 498. 56 498. 56 130040 02/02/2007 000689 WEST PAYMENT CENTER 6052736732 01/05/2007 111. 54 6052798140 01/11/2007 57. 92 169. 46 130041 02/02/2007 000699 LEE WILSON ELECTRIC 0675 01/12/2007 15,780. 00 15,780. 00 130042 02/02/2007 002324 MICHAEL ZIGELMAN 010507 02/01/2007 57. 94 57. 94 130051 02/06/2007 004548 CARMEL & NACCASHA, LLP 10697 02/02/2007 13,994. 75 13,994. 75 Page: 5 apCkHist Check History Listing Page: 6 02/20/2007 11:21AM CITY OF ARROYO GRANDE Bank code: boa Check # Date Vendor Status ClearNoid Date Invoice Inv. Date Amount Paid Check Total 130052 02/07/2007 005982 CITY OF SAN LUIS OBISPO 020507 02/05/2007 525.00 525 .00 130070 02/09/2007 000812 APA-AMERICAN PLANNING 169067-061203 02/06/2007 245.00 245. 00 130071 02/09/2007 005180 APEX OUTDOOR POWER 27806 01/26/2007 44.01 44 .01 130072 02/09/2007 002632 API WASTE SERVICES (DBA) 71000036 01/30/2007 521.20 521. 20 130073 02/09/2007 003175 AQUA-METRIC SALES 0015573-IN 01/19/2007 7,184.68 0015634-IN 01/26/2007 635.69 7,820. 37 130074 02/09/2007 002168 ASCE 0107S27 02/01/2007 154.00 154. 00 130075 02/09/2007 005507 AT & T 1/7-3960 01/07/2007 33.29 33. 29 130076 02/09/2007 005615 AT&T/MCI T6070884 01/11/2007 1,868.02 1,868. 02 130077 02/09/2007 001266 BRANCH STREET DELI 1268 01/10/2007 427.92 427. 92 130078 02/09/2007 000087 BREZDEN PEST CONTROL, 65909 02/01/2007 109.00 109. 00 130079 02/09/2007 001577 BURDINE PRINTING (DBA) 5218 01/13/2007 21.45 21. 45 130080 02/09/2007 000603 CARQUEST AUTO PARTS 135569 01/22/2007 76.54 7314-136646 01/26/2007 74.88 137220 01/29/2007 20.72 7314-136521 01/26/2007 7.18 179. 32 130081 02/09/2007 000152 CENTRAL COAST PRINTING 29674 01/25/2007 1,965.23 1,965. 23 130082 02/09/2007 000163 CHERRY LANE 20660 01/23/2007 12.85 12. 85 130083 02/09/2007 004169 COAST ELECTRONICS 13958 01/12/2007 729.30 729. 30 130084 02/09/2007 000185 CONSOLIDATED 7605-476152 02/08/2007 411.20 411. 20 130085 02/09/2007 000196 CUESTA EQUIPMENT CO INC 331351 01/31/2007 78.70 331269 01/29/2007 60.05 138. 75 130086 02/09/2007 000201 D G REPAIR(DBA) 1681 01/30/2007 80.00 80. 00 130087 02/09/2007 000204 DAVIS & STANTON 12524 01/16/2007 272.25 272. 25 Page:6 apckHist Check History Listing Page: 7 02/20/2007 11:27AM CITY OF ARROYO GRANDE Bank code: boa Check # Date Vendor 130088 02/09/2007 005091 JOHN DEERE LANDSCAPES 130089 02/09/2007 000208 J B DEWAR, INC 130090 02/09/2007 001525 FERGUSON ENTERPRISES, 130091 02/09/2007 000262 FRANK'S LOCK & KEY 130092 02/09/2007 000499 GRAND AWARDS, INC 130093 02/09/2007 000288 CITY OF GROVER BEACH 130094 02/09/2007 001237 HANSON AGGREGATES INC 130095 02/09/2007 000301 HEACOCK TRAILERS & 130096 02/09/2007 005986 J & G BOOKKEEPING 130097 02/09/2007 000347 J P TOOL REPAIR 130098 02/09/2007 000356 JAMES E JOHNSON 130099 02/09/2007 005833 KERN TURF SUPPLY INC 130100 02/09/2007 004020 KERN'S FITZGERALD 130101 02/09/2007 003949 KERN'S PAPER 130102 02/09/2007 005511 CHRISTOPHER LINTNER 130103 02/09/2007 004899 MATTHEW MIHLHAUSER 130104 02/09/2007 000429 MINER'S ACE HARDWARE, 18.24 301.03 140.23 1,591.17 43.44 20.00 36.80 20.00 600:58 87.41 963.53 75.00 230.45 Page: 7 Status ClearNoid Date Invoice 11380450 153271 1241780 24509 24570 24586 70094 70074 013107 810630 95673 810843 23546 23557 REFUND 30123 121506 241021 71024 20044 20122 0207 012107 118133 135674 117875 Inv. Date 01/22/2007 01/23/2007 01 /26/2007 01 /09/2007 01 /23/2007 01/29/2007 01/23/2007 01/18/2007 01 /31 /2007 01/18/2007 01/11/2007 01 /19/2007 01/29/2007 01/29/2007 02/05/2007 01/05/2007 02/09/2007 01/24/2007 01 /18/2007 01/24/2007 01 /24/2007 02/08/2007 02/08/2007 01/31/2007 02/01/2007 01/29/2007 Amount Paid Check Total 78.94 78.94 45.04 45.04 1,394.25 1,394.25 12.87 3.22 2.15 207.85 93.18 140.23 635.74 608.87 346.56 32.71 10.73 20.00 36.80 20.00 600.58 87.41 510.40 453.13 75.00 230.45 48.25 38.03 17.66 apCkHist 02/20/2007 11:21AM Check History Listing CITY OF ARROYO GRANDE Page : 8 Bank code: boa Check # Date Vendor Status ClearNoid Date Invoice Inv. Date Amount Paid Check Total 117985 01 /30/2007 16.91 117405 01/25/2007 16.02 117729 01/28/2007 12.84 118076 01 /31 /2007 11.24 117645 01/27/2007 10.71 118176 02/01/2007 9.97 117378 01/25/2007 4.82 186 .45 130105 02/09/2007 005869 MURRAY & ASSOC, BOB 2331 01/16/2007 193.34 193 .34 130106 02/09/2007 000774 NATL ARBOR DAY 020807 02/08/2007 15.00 15 .00 130107 02/09/2007 000464 NEWMAN TRAFFIC SIGNS, TI-0171354 01/24/2007 675.00 675 .00 130108 02/09/2007 002849 NEXTEL COMMUNICATIONS 933066312-063 01/29/2007 94.71 94 .71 130109 02/09/2007 000466 NOBLE SAW, INC 163967 01/05/2007 176.80 176 .80 130110 02/09/2007 005987 NORMAN & VASOUEZ CDBG#P02AG07(2) 01/11/2007 700.00 CDBG#P02AG07 01/05/2007 500.00 1,200. 00 130111 02/09/2007 002174 NOSSAMAN, GUTHNER, 203007 11/30/2006 594.99 594. 99 130112 02/09/2007 000468 OFFICE DEPOT 373090705-001 0'1/26/2007 171.78 372248898-001 01 /26/2007 167.17 368522737-001 01/28/2007 93.10 372055552 01/26/2007 54.12 372041262-001 01/19/2007 48.24 371725917-001 01/19/2007 41.83 371726550-001 01/19/2007 15.43 370225487-001 01/26/2007 -35.70 555. 97 130113 02/09/2007 000481 PACIFIC GAS & ELECTRIC 1/19-194097 01/19/2007 14,690.82 1/19-019097 01/19/2007 46.33 14,737. 15 130114 02/09/2007 001697 PET PICK-UPS 29860 01/19/2007 1,164.36 1,164. 36 130115 02/09/2007 000492 PETTY CASH PETTY CASH 02/08/2007 406.75 406. 75 130116 02/09/2007 005938 PITNEY BOWES 588796 01/25/2007 56.28 56. 28 130117 02/09/2007 000975 PITNEY BOWES PURCHASE 05241480200 01/17/2007 31.96 31. 96 Page:8 apCkHist Check History Listing Page: s 02/20/2007 11:21AM CITY OF ARROYO GRANDE Bank code: Check # boa Date Vendor Status ClearlVOid Date Invoice Inv. Date Amount Paid Check Total 130118 02/09/2007 003265 PLATINUM PLUS FOR 1/22-9702 01/22/2007 341.08 1/22-6404 01/22/2007 338.00 679.08 130119 02/09/2007 000523 R & T EMBROIDERY, INC 30378 01/25/2007 516.04 516.04 130120 02/09/2007 002932 RUTAN & TUCKER, LLP 488753 11/17/2006 3,432.00 492745 01 /09/2007 1,487.60 488453 11/16/2006 253.50 492648 01/09/2007 42.00 5,215.10 130121 02/09/2007 000803 SAN LUIS MAILING SERVICE 31377 02/02/2007 1,531.04 1,531.04 130122 02/09/2007 005988 MONTY SCHULTZ REFUND 02/05/2007 30.00 30.00 130123 02/09/2007 002177 SECRETARY OF STATE 020907 02/09/2007 1.00 1.00 130124 02/09/2007 002624 SERVICEMASTER CBM 125226 02/01/2007 4,118.00 4,118.00 130125 02/09/2007 005582 JOEL SHENNUM 011807 02/08/2007 69.35 69.35 130126 02/09/2007 000564 SLO COUNTY NEWSPAPERS 3860236 01/18/2007 363.16 6501501 12/01/2006 282.74 6511748 12/29/2006 275.40 6499097 12/01 /2007 192.78 6499096 12/01 /2006 121.18 6499118 12/01/2006 95.47 6500526 12/04/2006 78.95 1,409.68 130127 02/09/2007 000849 SMITH PIPE & SUPPLY 1671127 01/24/2007 109.22 109.22 130128 02/09/2007 003641 SOUTH COUNTY SANITARY 1703458 02/01/2007 207.72 1701872 02/01/2007 106.76 1708725 02/01/2007 106.76 1703765 02/01/2007 5.62 426.86 130129 02/09/2007 004393 SP MAINTENANCE 16849 12/12/2006 170.00 170.00 130130 02/09/2007 000616 STERLING 22498 01/21/2007 983.56 983.56 130131 02/09/2007 000620 STREATOR PIPE & SUPPLY S1030747.001 01/29/2007 41.26 41.26 Page: 9 apckHist Check History Listing Page: to 02/20/2007 11:21AM CITY OF ARROYO GRANDE Bank code: boa Check # Date Vendor 130132 02/09/2007 005560 TANKS A LOT HYDRO SVCS 130133 02/09/2007 000642 TOSTE GRADING & PAVING 130134 02/09/2007 000660 USA BLUE BOOK 130135 02/09/2007 000678 VALLEY AUTO SERVICE 130136 02/09/2007 002137 VERIZON WIRELESS 130137 02/09/2007 005989 CANDY WELCH 130138 02/09/2007 000689 WEST PAYMENT CENTER 130139 02/09/2007 001222 KELLY WETMORE 130140 02/09/2007 004897 WOOD RODGERS INC 130141 02/14/2007 005829 AK & COMPANY 144 checks in this report Status ClearNOid Date Invoice 781 1111 388115 015649 2103217294 020707 812971444 020807 52624 002 Inv. Date Amount Paid Check Total 01 /25/2007 162.00 162.00 01/25/2007 300.00 300.00 01/24/2007 46.58 46.58 01 /05/2007 15.00 15.00 01/04/2007 45.00 45.00 02/08/2007 45.00 45.00 01/20/2007 205.38 205.38 02/08/2007 21.66 21.66 01 /15/2007 17,655.47 17,655.47 02/06/2007 550.00 550.00 boa Total: 168,493.80 Total Checks: 188,493.80 Page: 10 ATTACHMENT 2 DEPARTMENTAL LABOR DISTRIBUTION PAY PERIOD 1/12/07 - 7/25/07 02/02/07 FUND 010 403,244.92 5101 Salaries Full time 205,943.26 FUND 220 18,563.80 5102 Salaries Part-Time - PPT 20,700.35 FUND 284 700.27 5103 Salaries Part-Time - TPT 15,120.72 FUND 285 700.33 5105 Salaries OverTime 16,076.46 FUND 612 6,697.54 5107 Salaries Standby 382.65 FUND 640 19,322.21 5108 Holiday Pay 22,101.35 449,229.07 5109 Sick Pay 7,613.31 5110 Annual Leave Buyback 5111 Vacation Buyback 5112 Sick Leave Buyback 5113 Vacation Pay 3,771.51 5114 Comp Pay 2,988.86 5115 Annual Leave Pay 3,412.66 5121 PERS Retirement 75,086.20 5122 Social Security 21,337.61 5123 PARS Retirement 398.23 5126 State Disability Ins. 675.54 5127 Deferred Compensation 725.00 5131 Health Insurance 45,185.93 5132 Dentallnsurance 4,853.31 5133 Vision Insurance 1,112.82 5134 Life Insurance 595.70 5135 Long Term Disability - 5143 Uniform Allowance - 5144 Car Allowance 875.00 5146 Council Expense - 5147 Employee Assistance (2.40) 5148 Boot Allowance - 5149 Motor Pay 75.00 5150 Bi-Lingual Pay 200.00 449,229.07 8.b. MEMORANDUM TO: CITY COUNCIL FROM: ANGELA KRAETSCH, DIRECTOR OF FINANCIAL SERVICES~~ BY: FRANCES R. HEAD, ACCOUNTING SUPERVISOR SUBJECT: STATEMENT OF INVESTMENT DEPOSITS DATE: FEBRUARY 27, 2007 RECOMMENDATION: Staff recommends that the Council receive and file the attached report listing the current investment deposits of the City of Arroyo Grande, as of January 31, 2007, as required by Government Code Section 53646 (b). DISCUSSION: This report represents the City's investments as of January 31, 2007. It includes all investments managed by the City, the investment institution, investment type, book value, maturity date, and rate of interest. As of January 31, 2007, the investment portfolio was in compliance with all State laws and the City's investment policy. ALTERNATIVES: The following alternatives are provided for the Council's consideration: • Approve staffs recommendation; • Do not approve staffs recommendation; • Provide direction to staff. Attachment: Portfolio Summary CITY OF _~ • y CALIFORNIA CITY OF ARROYO GRANDE Portfolio Management Portfolio Summary January 31, 2007 City of Arroyo Grande 214 E. Branch St. Arroyo Grande, CA 93430 Phone: (805)473-5400 Interest Investments Book Value Interest Rate Rate PY Date of Purchase Tenn Maturity Date °h of Portfolio Local Agency Investment Funds $ 9,084,044.82 5.16% 3.96% 82.82% Certicates of Deposit -Banks First Standard Bank 99,000.00 5.46% December 2, 2006 365 December 2, 2007 0.90% Redding Bank of Commerce 99,000.00 4.95% February 8, 2006 14 Mos. April 7, 2007 0.90% Bank of Santa Clarita 99,000.00 5.05% March 9, 2006 365 March 9, 2007 0.90% Granite Community Bank 500,000.00 5.20% April 23, 2006 365 April 23, 2007 4.56% Redding Bank of Commerce 500,000.00 5.48% May 17, 2006 9 Mos. February 17, 2007 4.56% Golden Security Bank 90,000.00 5.62% June 20, 2006 360 June 20, 2007 0.82% Mission NB 100,000.00 5.75% July 10, 2006 365 July 10, 2007 0.91% First Credit Bank 99,000.00 5.70% July 26, 2006 365 July 25, 2007 0.90% Metro United Bank 99,000.00 5.85% September 12, 2006 730 September 12, 2008 0.90% State Bank of India 200,000.00 5.64% December 8, 2006 213 July 8, 2007 1.82% Total Certificates of Deposit $ 1,885,000.00 17.18% Totallnvestments $ 10,969,044.82 100.00% 8.c. MINUTES REGULAR MEETING OF THE CITY COUNCIL TUESDAY, FEBRUARY 13, 2007 COUNCIL CHAMBERS, 215 EAST BRANCH STREET ARROYO GRANDE, CALIFORNIA 1. CALL TO ORDER Mayor/Chair Ferrara called the Regular City Council meeting to order at 7:06 p.m. 2. ROLL CALL City Council: Council Members Chuck Fellows, Jim Guthrie, Joe Costello, Mayor Pro Tem Ed Arnold and Mayor Tony Ferrara were present. City Staff Present: City Manager Steven Adams, City Attorney Tim Carmel, Director of Administrative Services/City Clerk Kelly Wetmore, Director of Financial Services Angela Kraetsch, Director of Public Works Don Spagnolo, Director of Community Development Rob Strong, and Associate Planner Teresa McClish. 3. FLAG SALUTE Paul Driggers, representing the Boy Scouts of America, led the Flag Salute. 4. INVOCATION Dr. Mayer-Harnish, representing Bahai Faith, delivered the invocation. 5. SPECIAL PRESENTATIONS Mayor Ferrara requested, and the Council concurred, to move up Special Presentation Item 5. b. prior to consideration of Item 5.a. 5.b. Presentation by Boy Scouts of America. Emily Hanson, representing Boys Scout of America Los Padres Area Council, said the Boy Scouts of America are celebrating their 100'h year of scouting and reported briefly on scouting activities in the Five Cities area. She then introduced local Boy Scout, Paul Driggers, who spoke about what scouting means to him and how scouting encourages hard work, community service, and leadership. He spoke of his Eagle Scout project, which included the construction of a barbeque pit and patio at St. Barnabus Church located in Arroyo Grande. 5.a. Recognition of Outgoing Commissioners, Committee, and Board Members. Mayor Ferrara recognized the following outgoing Commissioners, Committee and Board Members and presented those that were present with City plaques acknowledging their service to the community: Planning Commissioners Nanci Parker (2004-2007), Tim Brown (2001-2007), and Chuck Fellows (2005-2006); and Architectural Review Committee Member Kristen Barneich (2005- 2007). Mayor Ferrara also acknowledged those that were not present, including Parks and Recreation Commissioners Pamela lanneo (2001-2007), and Donna Wefald (2003-2007), and Architectural Review Committee Member Amy Miltenberger (2003-2006). S.c. Honorary Proclamation - MDA Firefighter Appreciation Week. Mayor Ferrara presented an Honorary Proclamation recognizing February 12-23, 2007 as "Fire Fighter Appreciation Week". Margie Dubre, representing the Muscular Dystrophy Association Minutes: City Council Meeting Tuesday, February 13, 2007 Page 2 (MDA), thanked the Fire Department for its hard work on behalf of the MDA and announced an upcoming "Fill The Boot" fundraiser to benefit the MDA. Patrick Irey, representing the Arroyo Grande Fire Department, thanked the Council and the MDA for its recognition and acknowledged the community's support of the MDA. S.d. Honorary Proclamation -Spay Day USA. Mayor Ferrara presented an Honorary Proclamation recognizing February 27, 2007 as Spay Day USA. Darryl Sisk, a volunteer representing Feline Network of San Luis Obispo, explained the purpose of Spay Day USA and encouraged people to observe the day by having their own dogs or cats spayed or neutered or by sponsoring the spaying or neutering of another person's dog or cat. 6. AGENDA REVIEW 6.a. Ordinances Read in Title Only. Council Member Costello moved, Mayor Pro Tem Arnold seconded, and the motion passed unanimously that all ordinances presented at the meeting shall be read in title only and all further reading be waived. 7. CITIZENS' INPUT, COMMENTS, AND SUGGESTIONS Bob Llovd, AGP Video, announced that the audio/visual equipment had been upgraded in the Council Chambers. 8. CONSENT AGENDA Mayor Ferrara invited members of the public who wished to comment on any Consent Agenda Item to do so at this time. There were no public comments received. Mayor Ferrara referred to Consent Agenda Item 8.d. regarding recommended Council appointments to the Planning Commission and Historical Resources Committee. He introduced Bill Hart, who was in the audience, and noted that Mr. Hart was being recommended to serve on the Historical Resources Committee. Action: Council Member Costello moved, and Council Member Guthrie seconded the motion to approve Consent Agenda Items 8.a. through 8.h., with the recommended courses of action. The motion passed on the following roll-call vote: AYES: Costello, Guthrie, Fellows, Arnold, Ferrara NOES: None ABSENT: None 8.a. Cash Disbursement Ratification. Action: Ratified the listing of cash disbursements for the period January 16, 2007 through January 31, 2007. 8.b. Consideration of a Consultant Services Agreement with Demsey, Filliger & Associates for an Actuarial Valuation of the City of Arroyo Grande's Other Post Employment Benefits (OPEB). Action: Authorized the City Manager to execute an agreement with Demsey, Filliger & Associates to conduct an actuarial valuation of the City's other post employment benefits Minutes: City Council Meeting Page 3 Tuesday, February 13, 2007 (OPEB) and appropriate $4,400 from the General Fund, $300 from the Water Fund and $300 from the Sewer Fund. 8.c. Consideration of Approval of Minutes. Action: Approved the minutes of the Special (Closed Session) City Council Meeting of January 23, 2007 and the Regular City Council/Redevelopment Agency Meeting of January 23, 2007, as submitted. 8.d. Consideration of Council Appointments to the Planning Commission and Historical Resources Committee. Action: Approved the recommendation of Council Member Jim Guthrie to appoint John Keen to the Planning Commission, replacing Chuck Fellows; and the recommendation of Council Member Chuck Fellows to appoint Bill Hart to the Historical Resources Committee. 8.e. Consideration of Proposed New Fire Department Battalion Chief Position. Action: Adopted Resolution No. 3995 as follows: "A RESOLUTION OF THE CITY COUNCIL OF THE CITY COUNCIL ESTABLISHING A JOB DESCRIPTION AND SALARY RANGE FOR THE BATTALION CHIEF POSITIOM'. 8.f. Consideration to Refund Encroachment Permit Fees for a Residential Driveway Constructed at 1321 Sierra Drive. Action: Refunded the residential encroachment permit fee of $66 to the property owner for the driveway constructed at 1321 Sierra Drive under Encroachment Permit No. 2006-102. 8.g. Consideration of an Award of Contract to JPG Construction, Inc., for Construction of the Picnic Shelter Structure at Elm Street Park, PW 2006-05. Action: 1) Awarded a contract to JPG Construction, Inc. in the amount of $104,847.08 for the construction of the Picnic Shelter Structure at Elm Street Park, PW 2006-05; 2) Authorized the City Manager to approve change orders not to exceed the contingency of $10,485 for use only if needed for unanticipated costs during the construction phase of the project; and 3) Transferred $46,052.08 from the Park Improvement Fund. 8.h. Consideration to Amend the Total Contract Amount for the 2006 Annual Street Maintenance Project, PW 2006-07. Action: 1) Amended the total contract amount for the 2006 Annual Street Maintenance Project, PW 2006-07, from $249,252 to $279,399; and 2) Authorized City Manager to sign a Change Order in the amount of $30,146.94. 9. PUBLIC HEARING Council Member Fellows declared a conflict of interest due to real property ownership on Canyon Way, stepped down from the dais, and left the room. 9.a. Consideration of Development Code Amendment Case No. 04-0056, and General Plan Amendment 06-004, Amendments to Title 16 of the City of Arroyo Grande Municipal Code Pertaining to Residential Development Standards, Rezoning Portions of the Residential Rural District to Residential Suburban in the Vicinity of Via La Barranca, Canyon Way and Trinity Avenue and Amending all Design Development Overlay Districts Intended to Make Title 16 Consistent with the City's General Plan; and a Proposed Change in General Plan Land Use Designation/Zoning for the Property at 1110 Sunset Drive. Minutes: City Council Meeting Page 4 Tuesday, February 13, 2007 Associate Planner McClish presented the staff report and stated the Planning Commission recommended the Council: 1) Adopt an Ordinance to amend standards applicable to the City's residential districts and the zoning map affecting portions of the Residential Rural district and Design Development Overlay Districts D-2.2 through D-2.19 inclusive; and 2) Adopt a Resolution to amend the General Plan land use designation for 1110 Sunset Dr. from multiple family residential high density to mixed use. Staff responded to questions from Council concerning potential impacts to incentives for building low-moderate income units; clarification regarding density bonus provisions in the City's affordable housing ordinance; and whether secondary dwelling units were conditionally permitted in multi-family residential zoning districts. Mayor Ferrara opened the public hearing, and upon hearing no public comments, he closed the public hearing. Council comments and discussion ensued regarding standards for secondary dwelling units in multi-family residential districts. Although no changes to the proposed Ordinance were proposed, staff was directed to further review the matter and to determine if any amendments regarding secondary dwelling units in multi-family residential areas should be recommended at a future date. Mayor Ferrara noted that the proposed Ordinance amending the residential development standards would ensure that the City's Municipal Code is consistent with the General Plan. Action: Council Member Costello moved to adopt an Ordinance as follows: "AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE AMENDING PORTIONS OF TITLE 16 OF THE ARROYO GRANDE MUNICIPAL CODE (DEVELOPMENT CODE AMENDMENT 04- 0058) PERTAINING TO RESIDENTIAL DEVELOPMENT STANDARDS, REZONING PORTIONS OF THE RESIDENTIAL RURAL DISTRICT TO RESIDENTIAL SUBURBAN IN THE VICINITY OF VIA LA BARRANCA AND CANYON WAY AND AMENDING DESIGN DEVELOPMENT OVERLAY DISTRICTS". Council Member Guthrie seconded, and the motion passed on the following roll call vote: AYES: Costello, Guthrie, Arnold, Ferrara NOES: None ABSENT: Fellows (recused due to conflict of interest) Action: Council Member Guthrie moved to adopt a Resolution as follows: "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE AMENDING THE GENERAL PLAN LAND USE ELEMENT MAP; GENERAL PLAN AMENDMENT 06-004 TO REVISE THE GENERAL PLAN LAND USE DESIGNATION FROM MULTIPLE FAMILY RESIDENTIAL HIGH DENSITY TO MIXED USE FOR PROPERTY LOCATED AT 1110 SUNSET DRIVE (APN 077-211- 025)". Mayor Pro Tem Arnold seconded, and the motion passed on the following roll call vote: AYES: Costello, Arnold, Guthrie, Ferrara NOES: None ABSENT: Fellows (recused due to conflict of interest) Council Member Fellows returned and took his place at the dais. Minutes: City Council Meeting Page 5 Tuesday, February 13, 2007 9.b. Consideration of Proposed Street Name Change: Barnett Street to EI Camino Real. Community Development Director Strong presented the staff report and recommended the Council adopt a Resolution changing the name of Barnett Street to EI Camino Real. Mayor Ferrara opened the public hearing, and upon hearing no public comments, he closed the public hearing. Council comments included support for the street name change, and support for reusing the name "Barnett" for a street in a future new subdivision located nearby. Action: Council Member Costello moved to adopt a Resolution as follows: "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE RENAMING BARNETT STREET TO EL CAMINO REAL". Council Member Guthrie seconded, and the motion passed on the following roll call vote: AYES: Costello, Guthrie, Fellows, Arnold, Ferrara NOES: None ABSENT: None 9.c. Consideration of 10-Year Strategic Plan. City Manager Adams presented the staff report and recommended the Council approve the proposed 10-Year Strategic Plan. Staff responded to a question from Council Member Guthrie clarifying that Halcyon Road at E. Grand Avenue was proposed to be widened. Mayor Ferrara opened the public hearing, and upon hearing no public comments, he closed the public hearing. Council comments and discussion ensued including support for delaying action on the proposed Strategic Plan (Plan) in order to provide a period for more public review and comment; support for the proposed goals and strategies; however, concerns were expressed regarding budget impacts and prioritization of the goals; clarification from staff that the Plan should not impact the budget process but would serve as a vision document that would provide general strategic direction and would be reviewed and updated on a periodic basis as changes are identified; a suggestion that the Plan be circulated to certain community groups and stakeholders for review and comment, including the Village Improvement Association, the farming community, and South County Historical Society; a suggestion to identify rental apartments as a specific need under the category of "Housing", a request to include webcasting of Council meetings under the category of "Technology; a request to add language under the category of "Economic Development" stressing City-developer partnerships as it relates to developer driven infrastructure improvements; a request to add the language "in the vicinity of as it relates to plans and funding strategies for improvements near the EI Campo/101 intersection; a request to insert language under the category of "Affordable Housing" regarding the use of alternative energy solutions to increase energy efficiency; clarification that infrastructure improvements on James Way are currently underway; and an emphasis on increasing the capability to develop new information for the City's government access channel. It was further recommended that the first item on page 4 of the Plan regarding the community's demographics be reworded; Minutes: City Council Meeting Page 6 Tuesday, February 13, 2007 clarification was provided regarding the potential sale of a portion of the property for the proposed recreation center; clarification was provided regarding cooperative efforts with Lucia Mar School District concerning community swim programs at the high school; clarification was provided that creekside paths would not encroach into the City's required 25-foot creek bank setback; clarification was provided regarding the goals identified for City Hall improvements and a request was made by Council Member Fellows for a copy of the City Hall Study; a request to expand the goals concerning safety related sidewalk improvements to include Tally Ho Road; a request to expand the strategic direction regarding efforts to protect the City's environmental resources; and clarification regarding coordination of Arroyo Grande Creek activities with the Habitat Conservation Plan. Following Council comments, City Manager Adams summarized Council direction by recommending the Strategic Plan be released for public review and comment fora 60-day period; direct staff to distribute the Plan to community leaders; place the Plan on the City's website; issue press releases; and that the agenda item be continued to a date uncertain. Action: Council Member Fellows moved to delay action on the proposed Strategic Plan for approximately 60 days to provide a period of public review and comment; place the Plan on the City's website; and to specifically seek comments from the Village Improvement Association, South County Historical Society, and the farming community. Mayor Pro Tem Arnold seconded, and the motion passed on the following roll call vote: AYES: Fellows, Arnold, Costello, Guthrie, Ferrara NOES: None ABSENT: None Mayor Ferrara called for a break at 8:45 p.m. The Council reconvened at 8:50 p.m. 10. CONTINUED BUSINESS ITEMS None. 11. NEW BUSINESS ITEMS 11.a. Consideration of the Draft Water Balance Study for the Northern Cities Area. Director of Public Works Spagnolo introduced Dr. Iris Priestaff, Todd Engineers, who gave a PowerPoint presentation (on file in the Administrative Services Department) on the results of the Water Balance Study for the Northern Cities Area. Director Spagnolo referred to the 2005 Urban Water Management Plan and spoke about projects identified as a result of the water supply analysis. He noted the completion of Phase 1 of the Well No. 10 project and that Phase 1 of the Water Conservation/Retrofit project has resulted in a savings of approximately 54 acre/ft of water. As far as long-term reliable water supply, he gave a status report on the following projects: 1. Draft Water Balance Study is complete; 2. Expansion (Phase 2) of water conservation efforts will begin this summer; 3. Phase 2, Well No. 10 project to be designed this spring; 4) Proposals to prepare funding study for a proposed desalination project are being reviewed; and 5) Costs are being determined to Minutes: City Council Meeting Page 7 Tuesday, February 13, 2007 build a pipe line for the Price Canyon reclaimed oil field water project. He explained that the current temporary water supply agreement with Oceano Community Services District (OCSD) ends in August 2007 and he recommended the Council extend the current agreement with OCSD by pursuing aten-year agreement for 200 acre/ft/yr. He also noted that Avila Beach has also offered to provide water under similar arrangements. City Manager Adams emphasized that within the City's planning efforts, he expected that the City would continue to meet its water demands without exceeding its allocation; however, these efforts were designed to provide a buffer to ensure that if there were some variations in rainfall that the City could plan ahead to ensure water demands could be met without interruptions in service and avoid the need for mandatory conservation measures. Staff then responded to questions from Council. Mayor Ferrara invited comments from those in the audience who wished to be heard on the matter. Steve Ross, Garden Street, referred to agricultural irrigation as an area to focus on conservation efforts. He acknowledged the City's conservation efforts and programs for water use in residential and commercial areas. He suggested implementing programs that would encourage alternative irrigation methods for agricultural and landscape areas. Upon hearing no further public comments, Mayor Ferrara closed the public comment period. Council comments included support for approving the Draft Water Balance Study and extending the temporary water supply agreement with OCSD for a ten year period; a suggestion that the City obtain a copy of the report prepared by Nipomo Community Services District concerning agricultural water use; support for initiating the Monitoring and Reporting Program (MAP) for improved water level monitoring in the Arroyo Grande groundwater basin; emphasizing the need for identifying a permanent water supply solution, such as a desalination project; preparing a General Plan Water Element; and a suggestion to look into receiving credit for drainage basin recharge as part of the Groundwater Management Agreement amendment. Action: Council Member Guthrie moved to approve the Draft Water Balance Study for the Northern Cities area; and directed staff to pursue discussions with the Oceano Community Services District (OCSD) and Avila Beach Community Services District to purchase water as needed. Council Member Fellows seconded, and the motion passed on the following roll-call vote: AYES: Guthrie, Fellows, Costello, Arnold, Ferrara NOES: None ABSENT: None 11.b. Consideration of FY 2007-08 and FY 2008-09 Budget Goals and Priorities. City Manager Adams presented the staff report and recommended the Council approve proposed budget goals and priorities for FY 2007-08 and FY 2008-09. Staff responded to questions from Council concerning the identified budget priorities; whether road improvement Minutes: City Council Meeting Page 8 Tuesday, February 13, 2007 projects would include drainage improvements; whether the proposed records management program would include digital scanning of the City's records; and clarification regarding the City's reserve fund status. Mayor Ferrara invited comments from those in the audience who wished to be heard on the matter, and upon hearing no comments, he closed the public comment period. Council comments and discussion ensued including support for the proposed goals, however, reserving judgment on the budget priorities until the budget document is presented; an inquiry about setting aside funds for matching grant fund opportunities; a suggestion 4o add construction of sidewalks on Tally Ho Road as a funding priority and modifying the goal to include constructing sidewalks in those areas of the City where there are gaps in sidewalks not adjacent to schools; and discussion about how the City manages grant funding opportunities. Action: Council Member Costello moved to approve proposed budget goals and priorities for FY 2007-08 and FY 2008-09, as amended. Mayor Pro Tem Arnold seconded, and the motion passed on the following roll call vote: AYES: Costello, Arnold, Guthrie, Fellows, Ferrara NOES: None ABSENT: None 12. CITY COUNCIL MEMBER ITEMS None. 13. CITY MANAGER ITEMS None. 14. COUNCIL COMMUNICATIONS None. 15. STAFF COMMUNICATIONS City Manager Adams announced that an appreciation reception would be held for outgoing Parks, Recreation and Facilities Director Dan Hernandez on February 215` from 3:30 to 5:30 p.m. in the City Council Chambers. He also announced that an appreciation dinner would be held for former Council Member Jim Dickens on February 23'd at 6:00 p.m. at the Woman's Club and Community Center and to contact City Hall for further information. 16. COMMUNITY COMMENTS AND SUGGESTIONS Steve Ross, Garden Street, referred to the proposed Strategic Plan and suggested that the document also be distributed to the Chamber of Commerce, E. Grand Avenue Merchants Association, and the Home Builders Association. He also referred to the City Hall Complex Study and noted that extensive improvements were needed at the existing City Hall. He noted that City Hall cannot be modified to meet ADA requirements and still maintain current workspace, and noted that the building was originally a house which has been remodeled many times. He stated he believed that most people in the community favored a new City Hall. Minutes: City Council Meeting Tuesday, February 13, 2007 17. ADJOURNMENT Mayor Ferrara adjourned the meeting at 10:30 p.m. Tony Ferrara, Mayor ATTEST: Kelly Wetmore, City Clerk Page 9 (Approved at CC Mtg 1 S.d. MEMORANDUM TO: CITY COUNCIL FROM: DON SPAGNOLO, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER SUBJECT: CONSIDERATION TO APPROVE FINAL PARCEL MAP AG O6- 0172; RECONFIGURING TWO (2) PARCELS AT 130 AND 132 SHORT STREET DATE: FEBRUARY 27, 2007 RECOMMENDATION: It is recommended the Council approve Final Parcel Map AG 06-0172, reconfiguring .20 acres into two (2) parcels. FUNDING: There is no fiscal impact at this time. DISCUSSION: The City has received Final Parcel Map AG 06-0172, applied for by Dave Sturges, located at 130 and 132 Short Street. This map reconfigures two antiquated (pre-1893) parcels totaling .20 acres into two (2) parcels of 4272 and 4550 square feet in size. The current zoning for the property is Village Mixed Use (VMU). There are two existing structures currently on the site, both of which are to be retained. The Final Parcel Map is consistent with Tentative Parcel Map 06-005, approved by the Planning Commission on September 5, 2006. The applicant has complied with all conditions of approval and it is recommended the Council approve Final Parcel Map AG 06-0172. ALTERNATIVES: The following alternatives are provided for the Council's consideration: • Approve staffs recommendation; • Do not approve staffs recommendation; • Modify as appropriate and approve staffs recommendation; or • Provide direction to staff. Attachment: Attachment 1 -Parcel Map AG 06-0172 S:\PUblic Works\Engineering\Development Projects\Parcel Maps\Parcel Maps - 2006\TPM 06-005 - PM AG 06-0172 - 132 SHORT ST\CITV COUNCILIMAP APPROVAL\Council Memo -Acceptance of Final Map for Parcel Map AG OS-0172- 130&132 Short Street.doc a Q } ~y Z°: U_ ~ I \tA sW ~s F3 _ _ ~ _ __~ _-~ I I ~p :o m 'u ~ a a m ATTACHMENT1 ~; s N g ~ s~: a $ Q N A M ~ Z e y ^~'$ 3 a }~ a ~ ~ Z g z ~ r6„ eC C 0 k9 k° - ~ p ~ ~E ~ War b 8" o ~ Z W~~ ~ ~ ~ ~a~ ~ ~ 8 m m$~~ .° ~~nn~ WWbb~. 9g 5 W M E W_ k i NS's I` O ~~: bw -- rv % Jo~~:'~.~'' fC '::. a ao ~gy: U h o ~ b~u ~ ~ ~~ ~ ~n x~d Q Q ~~ ~ m~a~ 4 s~ ~ ~~ .. ~ 133M1S NOSl3N i 06 !_0"7 o i.t ~ a< N wR U r 1u ~n O ~ l r -~ r ~ 4 T ~ __ (3 J_0 i i~ u ~ om ~ _ u < ~ q r~ ffi ~ g e~ e J ~+ 6 n qu % _,~IJ Q~ ` F. s Se a ~ ~ a i9 ~ $ ~o - _~ N ~'~ BX ~ A_ $. JM q .8 3a W rv :^ g g~ P "_ ..-~ g36 =:188 wa _ n a°a U' ~ ~ U; oc a` ffi~ z=~ 8;~ ~~ y a` ~ C% N sE °~ ~ _ ~o _ _ s tci_ _ ~ `. - -~aNd ~~ i o~ ~ a~ n[." aag see w" n w ~~ w~ b~.•~~ .r "z~ s~ sa a-» as 3a aF Y. m ~n w gr z ~y r ~ e i= ly Ea I rv ,~ :^. ~~ / -0 £, ;x n « ~, ~4: -- ~~~d _ o ~ $ ff oz SaE rya Be Q- W ~`G F~ ~:3 W wci+na+u.•s r. roso~ r-~v ~" ~~ 8.e. MEMORANDUM TO: CITY COUNCIL FROM: DON SPAGNOLO, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER( SUBJECT: CONSIDERATION TO DECLARE SURPLUS PROPERTY AND ((//``--''ll~~ APPROVE A CONTRACT FOR AUCTION SERVICES DATE: FEBRUARY 27, 2007 RECOMMENDTION: It is recommended that the City Council: A. adopt a resolution declaring the used vehicles, equipment, and miscellaneous items in Exhibit A as surplus and authorize their sale; and B. authorize the City Manager to sign the auction contract with Bill Phelps Auction Services. FISCAL IMPACT: Upon sale of surplus items, the City could realize revenue of up to $20,000 for deposit in the General Fund. DISCUSSION: From time to time the City disposes of unused or obsolete items by public auction. The list of surplus items represents vehicles, equipment, and miscellaneous items from various departments. The vehicles are old police cars, pool cars, and work trucks that have been replaced over the past two (2) years from the departments of Public Works, Parks, Recreation and Facilities, Building and Fire, and Police. The surplus list also includes miscellaneous Public Works and Parks & Recreation equipment and various unclaimed Police items. Therefore, staff is recommending the Council declare the items surplus and authorize sale of the items at a public auction. A public auction will be conducted in conjunction with items from the City of Pismo Beach and will be conducted by Bill Phelps Auction Services on March 3, 2007 at the City Corporation Yard. Mr. Phelps conducted the last auction of City surplus items. CITY COUNCIL CONSIDERATION TO DECLARE SURPLUS PROPERTY AND APPROVE A CONTRACT FOR AUCTION SERVICES FEBRUARY 27, 2007 PAGE 2 ALTERNATIVES: The following alternatives are provided for the Council's consideration: - Approve staffs recommendation; - Do not approve staff's recommendation; - Modify as appropriate and approve staff's recommendation; or - Provide direction to staff. Attachment: 1. Contract with Bill Phelps Auction Services RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE DECLARING ITEMS AS SURPLUS AND REQUESTING AUTHORIZATION FOR THEIR SALE AT PUBLIC AUCTION WHEREAS, the City of Arroyo Grande has certain vehicles, equipment and miscellaneous items, which are no longer used; and WHEREAS, the vehicles, equipment and miscellaneous items can be classified as surplus property and made available for sale to private parties at public auction. NOW THEREFORE BE IT RESOLVED that the City Council of the City of Arroyo Grande does hereby declare as surplus the vehicles, equipment and miscellaneous items described in Exhibit A and authorize their sale. On motion of Council Member ,seconded by Council Member and by the following roll call vote, to wit: AYES: NOES: ABSENT: The foregoing Resolution was passed and adopted this day of , 2007. RESOLUTION NO. PAGE 2 TONY FERRARA, MAYOR ATTEST: KELLY WETMORE, CITY CLERK APPROVED AS TO CONTENT: STEVE ADAMS, CITY MANAGER APPROVED AS TO FORM: TIMOTHY J. CARMEL, CITY ATTORNEY ATTACHMENT1 SURPLUS VEHICLES AND EQUIPMENT AVAILABLE FOR AUCTION VEHICLES: 1. (PW-4) 1990 Dodge Ram Vin#166JE26ZOL5686934 2. (PW-24) 1997 Ford F-150 XLT Vin# 1FTZF17624NA47824 3. (PW-42) 1994 Ford F-250 XL Vin# 2FTEF25H7RCA66730 4. (P-25) 1987 Mazda 62200 Vin# JM2UF2139HO188271 5. (B-401) 1986 Chevrolet Astro Van Vin# 1GCDM152XG6160176 6. (PD-943) 1994 Oldsmobile Cutlass Ciera Vin# 1GAG55MOR6407299 7. (PD-961) 1996 Ford Crown Victoria Vin# 2FA1 P71 W8TX109533 8. (PW-921) 1992 Chevrolet Lumina Vin# 2G1WL54T9N9247879 9. (PW-923) 1992 Chevrolet Lumina Vin# 2G1WL54^6N1101194 10. (PW-924) 1992 Chevrolet Lumina Vin# 2G 1 WL54T4N9258739 11. (F-315) 1993 Ford Crown Victoria Vin# 2FACP71 W 1 PX 189604 12. (B-408) 1987 Chevrolet Blazer Vin# 1GNCT18R9J8126459 13. (B-405) 1987 Mazda Pick Up Truck Vin# JM2UF1138H0178521 OFFICE FURNITURE & EQUIPMENT (Public Works Department (25) Chairs (1) 96 x 48 white board (3) Echo weedeaters (2) Echo 280E chainsaws (1) McCulloch Titan 57 chainsaw (1) Greenberg Fire Hydrant (2) 60 h.p. G.E. Electric Motors with pumps attached (1) Zenith Color Television (2) 1"Sewer Cleaning Reels OFFICE FURNITURE, PLAYGROUND EQUIPMENT, & EQUIPMENT (Parks Department) Olathe Verticutter Model #83 (Serial #830942) (9) Concrete Tables (18) Concrete Benches Steel Steps for Playground Equipment Steel Racks 15 Gallon Bucket of Hunter PGP Shrub Sprinkler Parts (3) Chairs (4) Folding Chairs (1) Sanyo Microwave Oven Miscellaneous Toilet Paper Dispensers (2) Old Drinking Fountains (6) Drill Boxes (11) Joints of Old (1979) Class 200 PVC Pipe Husqvarna 225E Weed Trimmer (Serial #8130580) (1) Box of Emitter Sleeves (1) Howell Electric Floor Scrubber Model #88380-022Howave Oven (1) Plastic Swimming Pool (1) Plastic Playhouse Banner Brackets Computer Key Pad Rack Wood Plane Attachment (2) Pallets of Red Brick (6) Steel 4-Drawer File Cabinets (11) Brown Metal Folding Chairs. (1) Printer Stand (1) Metal Desk (1) Wood Cabinet (1) Metal Book Case (3) Wood Book Cases FIRE DEPARTMENT: (29) Chairs, metal, metal frame, creme plastic seat (15) Chairs, metal, brown upholstered (14) Chairs, metal, green upholstered (34) Chairs, wood folding (1) Rocking chair, wood, mauve flower upholstery (6) Tables, metal, with wood top (24" x 60") (1) Symphonic VCR (2) Smoke ejectors, electric fan (1) Deskjet672C Printer (1 pair) Harmon Kardon Computer Speakers (1) Oak Desk (60"w x 30"d) (1) Table (36" x 36") (1) 4-drawer File Cabinet; Anderson Hickey Co. (4) Chairs, wood, upholstered (1) TVNCR stand, oak, 32"w x 16"d x 25"h) (6) Wood Doors, Solid Core, blue (2'8"w x 84"h x 2"d) Miscellaneous data cables (1) Satellite Receiver (1) Satellite Positioner (1) General Instruments Video Cipher II Cat 5 cable (100 feet) (2) Wheels, steel, 22.5 x 8 (10 hole) (1 set) Physical fitness lifting weights (1) Life Cycle (1) Nordic Track Treadmill (5) 4-Drawer File Cabinets (2) Wood Doors with Glass (5) Office Chairs (1) Emerson 15"Television (1) Sears 19" Television (1) Hitachi 15" Television (1) Hitachi 19" Television (1) Kenmore Window Air Conditioner INFORMATION TECHNOLOGY: (1) Gateway Computer Model G6-355c (1) Gateway Computer Model Select 400 (2) Viewsonic Monitors Model Optiquest (3) Gateway Monitors Model EV700 (5) Gateway Monitors Model VX700 (3) Dell Computers Model Optiplex GX110 (2) Viewsonic Monitors Model E655 (1) Gateway Computer Model P5-75 (1) Fujitsu Scanner Model ScanPartner 600c (1) Aopen Computer (1) Dell Monitor Model M770 (2) Gateway Computers Model GP6-400 (1) Gateway Computer Model GP7-500 (1) Gateway Computer Model GP6-355c (11) Keyboards (1) Gateway Computer Model E-1000 (1) Gateway Computer Model Essential 450 (1) Gateway Computer Model 450 (2) Unknown Computers (1) Viewsonic Monitor Model Optiplex E655 (1) Hewlett Packard Printer Model DeskJet 890c (1) Computer Mouse (2) Dell Monitors Model E550 (2) Gateway Monitor Model CPD-GF250T (3) Dell Monitors Model E770P (4) Dell Monitor Model E771P (1) Gateway Monitor Model CPD-15F23 (1) Hyundai Monitor Model HCM-433E (1) Gateway Monitor Model CS1572DG (1) Gateway Monitor Model EV700A POLICE DEPARTMENT: (2) Magitronic Notebook Computers (3) 486 DX Notebook Computers Magitronic 486 DX-5OLV System Unit IBM 3270 Personal Computer (system unit only) Emachine etower 333id (3) Dell 17" Monitor Model E770P (1) Hitachi 17" Color Monitor (1) Viewsonic 17" Monitor Model G771 (1) Viewsonic 17" Monitor Model GS773 (1) Viewsonic 21" Monitor Model G810 (1) Hewlett Packard Laser Jet III Printer (1) Hewlett Packard Laser Jet 4 Printer (1) Hewlett Packard Desk Jet 855C Printer (4) Hewlett Packard Laser Jet III Printers (1) Sony Mavigraph Digital Color Printer (1) Hewlett Packard Laser Jet 2100 Printer (1) Hewlett Packard Laser Jet Printer (1) Hewlett Packard Laser Jet 4550N (1) Hewlett Packard Scan Jet Plus (1) ALPS Color Photo Printer (1) Polaroid 35mm Negative Scanner (1) 3-Com Baseline 10/100 Switch 24 Port (1) 3-Com Baseline 10/100 Switch 12 Port (2) TRENDnet TE 1820 16 Port Intel InBusiness 8 port hub with coax US Robotics Sportster 33.6 Faxmodem ACEEX Modem 2814 Sony CR-R Drive Unit MicroSolutions CD Writer Kodak Slide Projector (80 slide capacity) Pioneer Laser Video Vision Player Quasar VHS -VCR Navco Time Lapse VCR GYYR Time Lapse VCR GYYR Time Lapse VCR Cannon Hi' Video Camcorder POLICE DEPARTMENT -UNCLAIMED PROPERTY: Logoart Raiders Wristwatch Miscellaneous Costume Jewlery Water Fountain Kenmore Sewing Machine Paul Jardin Silver Chronograph Rip Curl Silver Watch Miscellaneous Jewelry and Watches Cloth Rabbit Silver Ring Silver Acutron Watch Gold Ring Silver Ring Silver Wedding Band Gold Chain Crystal Ornament with lighted base Kenneth Cole Silver Watch Bill Phelps Auction Services 428 Violet Avenue ATTACHMENT 1 Nipomo, CA 93444 805-929-5847 Auction Contract I, ,representing the City of Arroyo Grande agree to contract Bill Phelps Auction Services to conduct a public auction on Saturday, March 3, 2007 at 10:00 a.m. at the corporation yard of the City of Arroyo Grande. 2. Bill Phelps Auction Services agrees to: a. Professionally plan, organize and implement a public auction; b. Design and place all advertisement; c. Manage and supervise all auction company personnel; d. Provide all sale-day labor and security; e. Provide consignor(s) a full financial accounting of sale revenues within 10 working days of the auction; f. Guarantee disbursement of funds to consignor(s) within 10 working days of the auction; g. Manage and supervise a public preview of items to be sold; h. Work cooperatively with all consignors to promote a successful auction. 3. The City of Arroyo Grande agrees to: a. Deliver consigned items to sale site in salable condition no later than 12:00 p.m. (noon) Friday, March 2, 2007. b. Provide Bill Phelps Auction Services personnel access to consigned items, during regular business hours, beginning Monday, February 26, 2007 for the purpose of "lotting" and developing a manifest of the inventory; c. Provide Bill Phelps Auction Services all required vehicle titles, smog and appropriate Department of Motor Vehicle (DMV) paperwork by Monday, February 26, 2007 for the purpose of confirming vehicle identification numbers (VIN) and reconciling inventory manifest; d. Release Bill Phelps Auction Services of any liability or responsibility for loss or damage to consignment that may occur for reasons other than gross negligence; e. Pay apro-rated percentage of the advertising based on sale revenues of consigned items-total advertising cost is not to exceed $1,400. No "up-front" costs for advertising will be chazged. Advertising costs will be deducted from auction proceeds; f. A commission of 1 ~% of gross sales will be deducted and retained by auction company as payment for services rendered. Auction Contract, page 2 4. Other fees: a. At no cost to the City of Arroyo Grande, a 10% buyers' premium will be charged on all items; b. As per tax regulations of the California Board of Equalization, appropriate sales taxes will be collected from the buyers' on gross sale including buyers' premium. 5. All items consigned and lotted are subject to sales commission. 6. Other conditions of the contract are as follows: In addition Bill Phelps Auction Services agrees to: a. Assume responsibility for all checks accepted as payment for items sold at auction; b. Provide the City of Arroyo Grande with a certificate of general liability insurance in the amount of one million dollars; c. Exercise due diligence in safe-guazding consigned items Consignor /Agent /Representative ,4 /~- Bill P elps Auction Services CAB d #FS5365484 Date ~.z~.~~ Date MEMORANDUM TO: CITY COUNCIL FROM: DON SPAGNOLO, DIRECTOR OF PUBLIC WORKSICITY ENGINEER SUBJECT: FEBRUARY 27, 2007 CITY COUNCIL AGENDA, ITEM 8.e. DECLARATION OF SURPLUS ITEMS AND AUTHORIZATION FOR SALE OF ITEMS AT A PUBLIC AUCTION DATE: FEBRUARY 27, 2007 At the request of the Fire Department, the following vehicle has been removed from the list of surplus items: (B-405) 1987 Mazda Pick Up Truck, Vin# JM2UF1138H0178521 Attached is a modified Resolution, which includes a revised list of surplus items in Exhibit A. Staff recommends the Council adopt the Resolution, as amended, declaring items as surplus and requesting authorization for their sale at public auction. c: City Manager City Attorney City Clerk RESOLUTION A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE DECLARING ITEMS AS SURPLUS AND REQUESTING AUTHORIZATION FOR THEIR SALE AT PUBLIC AUCTION WHEREAS, the City of Arroyo Grande has certain vehicles, equipment and miscellaneous items, which are no longer used; and WHEREAS, the vehicles, equipment and miscellaneous items can be classified as surplus property and made available for sale to private parties at public auction. NOW THEREFORE BE IT RESOLVED that the City Council of the City of Arroyo Grande does hereby declare as surplus the vehicles, equipment and miscellaneous items described in Exhibit A and authorize their sale. On motion of Council Member ,seconded by Council Member ,and by the following roll call vote, to wit: AYES: NOES: ABSENT: The foregoing Resolution was passed and adopted this day of , 2007. RESOLUTION NO. PAGE 2 TONY FERRERA, MAYOR ATTEST: KELLY WETMORE, CITY CLERK APPROVED AS TO CONTENT: STEVE ADAMS, CITY MANAGER APPROVED AS TO FORM: TIMOTHY J. CARMEL, CITY ATTORNEY EXHIBIT A SURPLUS VEHICLES AND EQUIPMENT AVAILABLE FOR AUCTION VEHICLES: 1. (PW-4) 1990 Dodge Ram Vin# 1B6JE26ZOL5686934 2. (PW-24) 1997 Ford F-150 XLT Vin# 1 FTZF17624WA47824 3. (PW-42) 1994 Ford F-250 XL Vin# 2FTEF25H7RCA66730 4. (P-25) 1987 Mazda B2200 Vin# JM2UF2139H0188271 5. (B-401) 1986 Chevrolet Astro Van Vin# 1GCDM15ZXGB160176 6. (PD-943) 1994 Oldsmobile Cutlass Ciera Vin# 1G3AG55MOR6407299 7. (PD-961) 1996 Ford Crown Victoria Vin# 2FALP71W8TX109533 8. (PW-921) 1992 Chevrolet Lumina Vin# 2G1WL54T9N9247879 9. (PW-923) 1992 Chevrolet Lumina Vin# 2G1WL54T6N1101194 10. (PW-924) 1992 Chevrolet Lumina Vin# 2G1WL54T5N9258739 11. (F-315) 1993 Ford Crown Victoria Vin# 2FACP71 W 1 PX189604 12. (B-408) 1987 Chevrolet Blazer Vin# 1 GNCT18R9J8126459 OFFICE FURNITURE & EQUIPMENT (Public Works Department): (25) Chairs (1) 96 x 48 white board (3) Echo weedeaters (2) Echo 280E chainsaws (1) McCulloch Titan 57 chainsaw (1) Greenberg Fire Hydrant (2) 60 h.p. G.E. Electric Motors with pumps attached (1) Zenith Color Television (2) 1"Sewer Cleaning Reels OFFICE FURNITURE, PLAYGROUND EQUIPMENT, & EQUIPMENT (Parks Department) Olathe Verticutter Model #83 (Serial #830942) (9) Concrete Tables (18) Concrete Benches Steel Steps for Playground Equipment Steel Racks 15 Gallon Bucket of Hunter PGP Shrub Sprinkler Parts (3) Chairs (4) Folding Chairs (1) Sanyo Microwave Oven Miscellaneous Toilet Paper Dispensers (2) Old Drinking Fountains (6) Drill Boxes (11) Joints of Old (1979) Class 200 PVC Pipe Husqvarna 225E Weed Trimmer (Serial #8130580) (1) Box of Emitter Sleeves (1) Howell Electric Floor Scrubber Model #88380-022Howave Oven (1) Plastic Swimming Pool (1) Plastic Playhouse Banner Brackets Computer Key Pad Rack Wood Plane Attachment (2) Pallets of Red Brick (6) Steel 4-Drawer File Cabinets (11) Brown Metal Folding Chairs (1) Printer Stand (1) Metal Desk (1) Wood Cabinet (1) Metal Book Case (3) Wood Book Cases FIRE DEPARTMENT: (29) Chairs, metal, metal frame, creme plastic seat (15) Chairs, metal, brown upholstered (14) Chairs, metal, green upholstered (34) Chairs, wood folding (1) Rocking chair, wood, mauve flower upholstery (6) Tables, metal, with wood top (24" x 60") (1) Symphonic VCR (2) Smoke ejectors, electric fan (1) Deskjet 672C Printer (1 pair) Harmon Kardon Computer Speakers (1) Oak Desk (60"w x 30"d) (1) Table (36" x 36") (1) 4-drawer File Cabinet; Anderson Hickey Co. (4) Chairs, wood, upholstered (1) TV/VCR stand, oak, 32"w x 16"d x 25"h) (6) Wood Doors, Solid Core, blue (2'8"w x 84"h x 2"d) Miscellaneous data cables (1) Satellite Receiver (1) Satellite Positioner (1) General Instruments Video Cipher II Cat 5 cable (100 feet) (2) Wheels, steel, 22.5 x 8 (10 hole) (1 set) Physical fitness lifting weights (1) Life Cycle (1) Nordic Track Treadmill (5) 4-Drawer File Cabinets (2) Wood Doors with Glass (5) Office Chairs (1) Emerson 15" Television (1) Sears 19" Television (1) Hitachi 15" Television (1) Hitachi 19"Television (1) Kenmore Window Air Conditioner INFORMATION TECHNOLOGY: (1) Gateway Computer Model G6-355c (1) Gateway Computer Model Select 400 (2) Viewsonic Monitors Model Optiquest (3) Gateway Monitors Model EV700 (5) Gateway Monitors Model VX700 (3) Dell Computers Model Optiplex GX110 (2) Viewsonic Monitors Model E655 (1) Gateway Computer Model P5-75 (1) Fujitsu Scanner Model ScanPartner 600c (1) Aopen Computer (1) Dell Monitor Model M770 (2) Gateway Computers Model GP6-400 (1) Gateway Computer Model GP7-500 (1) Gateway Computer Model GP6-355c (11) Keyboards (1) Gateway Computer Model E-1000 (1) Gateway Computer Model Essential 450 (1) Gateway Computer Model 450 (2) Unknown Computers (1) Viewsonic Monitor Model Optiplex E655 (1) Hewlett Packard Printer Model DeskJet 890c (1) Computer Mouse (2) Dell Monitors Model E550 (2) Gateway Monitor Model CPD-GF250T (3) Dell Monitors Model E770P (4) Dell Monitor Model E771 P (1) Gateway Monitor Model CPD-15F23 (1) Hyundai Monitor Model HCM-433E (1) Gateway Monitor Model CS1572DG (1) Gateway Monitor Model EV700A POLICE DEPARTMENT: (2) Magitronic Notebook Computers (3) 486 DX Notebook Computers Magitronic 486 DX-5OLV System Unit IBM 3270 Personal Computer (system unit only) Emachine etower 333id (3) Dell 17" Monitor Model E770P (1) Hitachi 17" Color Monitor (1) Viewsonic 17" Monitor Model G771 (1) Viewsonic 17" Monitor Model GS773 (1) Viewsonic 21" Monitor Model G810 (1) Hewlett Packard Laser Jet III Printer (1) Hewlett Packard Laser Jet 4 Printer (1) Hewlett Packard Desk Jet 855C Printer (4) Hewlett Packard Laser Jet III Printers (1) Sony Mavigraph Digital Color Printer (1) Hewlett Packard Laser Jet 2100 Printer (1) Hewlett Packard Laser Jet Printer (1) Hewlett Packard Laser Jet 4550N (1) Hewlett Packard Scan Jet Plus (1) ALPS Color Photo Printer (1) Polaroid 35mm Negative Scanner (1) 3-Com Baseline 10/100 Switch 24 Port (1) 3-Com Baseline 10/100 Switch 12 Port (2) TRENDnet TE 1820 16 Port Intel InBusiness 8 port hub with coax US Robotics Sportster 33.6 Faxmodem ACEEX Modem 2814 Sony CR-R Drive Unit MicroSolutions CD Writer Kodak Slide Projector (80 slide capacity) Pioneer Laser Video Vision Player Quasar VHS -VCR Navco Time Lapse VCR GYYR Time Lapse VCR GYYR Time Lapse VCR Cannon Hi" Video Camcorder POLICE DEPARTMENT -UNCLAIMED PROPERTY: Logoart Raiders Wristwatch Miscellaneous Costume Jewlery Water Fountain Kenmore Sewing Machine Paul Jardin Silver Chronograph Rip Curl Silver Watch Miscellaneous Jewelry and Watches Cloth Rabbit Silver Ring Silver Acutron Watch Gold Ring Silver Ring Silver Wedding Band Gold Chain Crystal Ornament with lighted base Kenneth Cole Silver Watch S.f. TO: CITY COUNCIL MEMORANDUM FROM: DON SPAGNOLO, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER SUBJECT: CONSIDERATION OF ACCEPTANCE OF THE 2006 ANNUAL PAVEMENT MAINTENANCE PROJECT, PW 2006-07 DATE: ,FEBRUARY 27, 2007 RECOMMENDATION: It is recommended the City Council: A. accept the project improvements, as constructed by Granite Construction Company, Inc., in accordance with the plans and specifications for the 2006 Annual Pavement Maintenance Project; B. direct staff to file a Notice of Completion; and, C. authorize release of the retention of $27,939.89 thirty-five (35) days after the Notice of Completion has been recorded if no liens have been filed. FUNDING: On September 26, 2006, the City Council awarded the 2006 Annual Pavement Maintenance Project to Granite Construction Company, Inc. in the amount of $249,252. On February 13, 2007, the City Council amended the contract amount with Granite Construction Company, Inc. to $279,399 to encompass all changes in the scope of work and to enable the City Manager to sign the final contract change order. DISCUSSION: Granite Construction Company, Inc. has completed all items of work on the 2006 Annual Pavement Maintenance Project in accordance with the plans and specifications. The project work included an asphalt concrete overlay on Oak Park Boulevard. The project was completed on time and within the allocated Pavement Management Program budget. CITY COUNCIL CONSIDERATION OF ACCEPTANCE OF THE 2006 ANNUAL PAVEMENT MAINTENANCE PROJECT, PW 2006-07 FEBRUARY 27, 2007 PAGE 2 Staff is recommending the Council accept the improvements as constructed, authorize staff to file a Notice of Completion, and release the remaining portion of the 10% retention ($27,939.89) to Granite Construction Company, Inc. thirty-five (35) days after the Notice of Completion has been recorded if no liens are filed. ALTERNATIVES: The following alternatives are provided for the Council's consideration: • Approve staffs recommendations; • Do not approve staffs recommendations; • Modify as appropriate and approve staff's recommendations; or • Provide direction to staff. Attachment: 1. Notice of Completion RECORDING REQUESTED BY AND WHEN RECORDED RETURN TO: CITY CLERK CITY OF ARROYO GRANDE P.O. BOX SSO ARROYO GRANDE, CA 93421 NOTICE OF COMPLETION NOTICE IS HEREBY GIVEN THAT: ATTACHMENTI 1. The undersigned is owner or agent of owner of the interest or estate stated below the property hereinafter describe. 2. The FULL NAME of the OWNER is: The City ofArrovo Grande 3. The FULL ADDRESS of the OWNER is: 2/4 East Brunch Street. Arrovo Grande. California 93420 4. The NATURE OF THE INTEREST or ESTATE of the undersigned is. in lee 5. THE FULL NAME and FULL ADDRESS of ALL PERSONS, if any, who hold such interest or estate with the undersigned as JOINT TENANTS or as TENANTS IN COMMON are: NAMES ADDRESSES 6. THE FULL NAMES and FULL ADDRESSES of the PREDECESSOR'S in interest of the undersigned if the property was transferred subsequent to the commencement of [he work of improvements herein referred to: NAMES ADDRESSES 7. All work of improvement on the property hereinafter described was COMPLETED December, 1 S 2006 8. The NAME OF THE ORIGINAL CONTRACTOR, if any, for such work of improvement is: Granite Cortsnuctian Conmanv. lnc.. 9. The street address of said property is: 2006 Pavement Management Po~oiect /Oak Pm~k Overlav 10. The property on which said work of improvement was completed is in [he City of Arroyo Grande, County of San Luis Obispo, State of California, and is described as follows: 2006 Pavement Management Project. PW 2006-07 Verification ofNON-INDIVIDUAL owner: I, the undersigned, declare under penalty ofperjury under the laws ofthe State of California that I am the Public Works Director of the aforesaid interest or estate in the property described in [he above notice; that I have read the said notice, that I know and understand the contents thereof, and the facts stated therein are true and ca~rect. Don Spagnolo, PE, Director of Public Works/City Engineer February 27, 2007, Arroyo Grande, California --END OF DOCUMENT -- 9.a. CITY OF ARROYO GRANDE CITY COUNCIL NOTICE OF PUBLIC HEARING On TUESDAY, FEBRUARY 27, 2007, the Arroyo Grande City Council will conduct a public hearing at 7:00 P.M. in the COUNCIL CHAMBERS, 215 E. BRANCH STREET to consider the following item: APPLICANT: City of Arroyo Grande LOCATION: Citywide PROPOSAL: The City Council is requested to provide final approval of proposed projects to be funded with the City's allocation of Community Development Block Grant (CDBG) funds for Year 2007. The City of Arroyo Grande is a participant with the County of San Luis Obispo and other cities therein as an "Urban County" under the Federal Department of Housing and Community Development Block Grant Program. ENVIRONMENTAL DETERMINATION: Categorically Exempt REPRESENTATIVE: Jim Bergman, Assistant Planner In compliance with the California Environmental Quality Act (CEQAI, it has been determined pursuant to Section 15061 (b)(1) of the CEQA Guidelines that the activity is not a project as determined in Section 15378. The Council may also discuss other hearings or business items before or after the item listed above. If you challenge the proposed action in court, you may be limited to raising only those issues you or someone else raised at the public., hearing described in this notice, or in written correspondence delivered to the City Council at, or prior to, the public hearing. Failure of any person to receive the notice shall not constitute grounds for any court to invalidate the action of the legislative body for which the notice was given. Information relating to these items is available by contacting Arroyo Grande City Hall at 473-5414. The Council meeting will be televised live on Charter Cable Channel 20. ~D ~ Kelly Wetmor ,City Clerk Publish 1 T, The Tribune, Friday, February 16, 2007 MEMORANDUM TO: CITY COUNCIL FROM: ROB STRONG, COMMUNITY DEVELOPM NT DIRECTORS BY: JIM BERGMAN, ASSISTANT PLANNER SUBJECT: CONSIDERATION OF ADOPTION OF A RESOLUTION APPROVING COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROJECTS FOR PROGRAM YEAR 2007. DATE: FEBRUARY 27, 2007 RECOMMENDATION: It is recommended the City Council adopt a Resolution approving Community Development Block Grant (CDBG) projects for Year 2007. FUNDING: The County has estimated that $108,354 in CDBG funds will be available to the City in the fall of 2007. This estimate. is equal to the final adjusted figure for the 2006 program year. CDBG funding has incurred incremental reductions over the past four years and the amount officially funded may be lower. DISCUSSION: On July 15, 2005, the City Council approved a Cooperative Agreement with San Luis Obispo County for joint participation in the Community Development Block Grant (CDBG) Program. The Agreement is for a period of three (3) years, 2006, 2007, and 2008. The City, as a participant in the HUD designated Urban County program of San Luis Obispo County, receives an annual formula based allocation of CDBG funds. The formula was developed by the County utilizing HUD guidelines and distributes money to local jurisdictions based upon three unequally weighted variables -population, persons below poverty level and the number of overcrowded houses. CDBG funds are available for a variety of Community Development activities as long as the activities meet at least one of the three national objectives. The objectives are: 1. Benefit low- and moderate-income persons; 2. Aid in the prevention or elimination df slums or blight. 3. Address urgent community development needs that pose a serious or immediate threat to public health or welfare. The County sent out a Request for Proposals and notified the public that the County and participating Cities would accept applications for funding until October 30, 2006. Staff held a "Needs Assessment Workshop" on September 25, 2006 to gather input from the public regarding the allocation of CDBG funds. On December 12, 2006, the City Council held a public hearing and established draft funding recommendations. On February 8, 2007, staff held a second "Needs Assessment Workshop" to gain public input related to the draft funding recommendations. The table below indicates applicant organization/programs, CDBG category information including CITY COUNCIL CONSIDERATION OF APPROVAL OF COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROJECTS FOR YEAR 2007 FEBRUARY 27, 2007 PAGE 2 funding caps, the amount of funds requested and recommended by staff, as well as the amount of funds allocated in 2006. Please refer to Attachment 2 (CDBG applications) for background information on each of the requests. 2006 2007 Proposed 2007 Pro'ect and Cate o (location Re uest Allocation Public Services 15% Ca - $16,253 EOC - Fo Wonderful $979.88 $3,000 $2,732 EOC -Senior Health Screenin $2,714.47 $3,500 $3,187 EOC -Teen Academic Parentin Pr ram TAPP $2,000 $1,821 Bi Brothers Bi Sisters $1,737.96 $3,000 $2,732 Literac Council $1,400.67 $3,000 $2,732 Carin Callers $1,153.59 $2,000 $1,821 Life Ste s Alcohol and Dru Free Livin Center $1,350 $1,229 Subtotal $17,850 $16,253 Public Facilities Strother and Elm Street Parks ADA Im rovements $40,425 $44,425 $44,425 Subtotal $40,425 $44,425 rea Benefit 30% Ca - $26,005 Fa ade Grant $16,162 $10,000 $10,000 Code Enforcement $9,843 $15,630 $16,005 Subtotal $26,005 $26,005 dministration and Plannin 20% Ca - $21,671 dministration $21,671 $21,671 $21,671 Subtotal $21,671 $21,671 otal $108,354 ALTERNATIVES: The following alternatives are provided,for the Council's consideration: - Adopt the attached Resolution; - Modify and adopt the attached Resolution - Do not adopt the attached Resolution and provide direction to staff. Attachments: 1. CDBG applications (7) RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE APPROVING COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROJECTS FOR PROGRAM YEAR 2007. WHEREAS, via a Cooperation Agreement with the County of San Luis Obispo (hereafter referred to as "County") executed on July 15, 2005, the City agreed to become a participant for a period of three years with the County and other cities therein as an "Urban County" under the Federal Department of Housing and Urban Development (hereafter referred to as "HUD") CDBG program; and WHEREAS, per the Cooperation Agreement, the City retains the authority to determine which projects are to be funded with its allotment of CDBG funds; and WHEREAS, the City expects to receive $108,354 in CDBG funds in 2007; and WHEREAS, in September 2006, the County published a "Request for Proposals" for projects to be funded under the 2007 CDBG Programs, which provided that proposals were to be submitted by October 30, 2006; and WHEREAS, on September 25, 2006 the County conducted a public workshop for the City of Arroyo Grande to ascertain the housing and community development needs to be addressed in the document entitled the "One-Year Action Plan" for program year 2007; and WHEREAS, at its meeting of December 12, 2006, the City Council gave preliminary approval to a proposed listing of 2007 CDBG projects; and WHEREAS, on February 8, 2007, the County conducted a public workshop for the City of Arroyo Grande to.receive comments on the proposed 2007 CDBG projects; and WHEREAS, on February 27, 2007, the City Council held a duly noticed public hearing to further consider the City's Program Year 2007 CDBG projects. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Arroyo Grande, California, to recommend that the Board of Supervisors for the County of San Luis Obispo adopt the Draft 2007 One-Year Action Plan, which shall include the programs listed in Exhibit "A" attached hereto and incorporated herein by this reference, to be funded with the City's allocation of CDBG funds. RESOLUTION NO. PAGE 2 On motion of Council Member following roll call vote, to wit: AYES: NOES: ABSENT: seconded by Council Member ,and on the the foregoing Resolution was passed and adopted this 27~' day of February, 2007. RESOLUTION NO. PAGE 3 TONY FERRARA, MAYOR ATTEST: KELLY WETMORE, CITY CLERK APPROVED AS TO CONTENT: STEVEN ADAMS, CITY MANAGER APPROVED AS TO FORM: TIMOTHY J. CARMEL, CITY ATTORNEY ~: ' ~ " • ' ~" " "" ATTACHMENT 1 .J,,. ~.~ J~,_.:7 crrv aF tir~>?cvo caar,~E 2007 CDBG Application COMMUNITY GEb'EI.C~rMeld Organization: The Literacy Council COUNTY OF SAN LUIS OBISPO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM APPLICATION FOR FUNDING DURING 2007 PROGRAM YEAR (Attach additional sheets if necessary) To be considered for CDBG assistance, please submit this completed application with any exhibits, budgets or beneficiary data as needed. Applications can be mailed to one of the participating jurisdictions listed in this application or to: Tony Navarro, Planner III, Department of Planning and Building, 976 Osos Street, Room 300, San Luis Obispo, CA., 93408 or hand delivered to Tony Navarro at 1050 Monterey Street, Room 370, San Luis Obispo, CA., faxed to (805) 781-5624, or e- mailed to tnavarronas,co.slo.ca.us. The application deadline is 5:00 P.M., Monday, October 30, 2006. Applications must be received by one of the participating jurisdictions of the Urban County prior to close of the business day. POSTMARKED DATED MAIL RECEIVED AFTER THE DEADLINE WILL NOT BE ACCEPTED. NOTE: (I) Please review the CDBG regulations and guidelines and the Request for Proposals before completing this proposal. A copy of aHUD-prepared CDBG eligibility guidebook is available upon request from County staff. Also, please call County and/or city CDBG staff with any questions about how to complete the form or about the rating criteria and process. (2) If the information for any of the questions below requires more room to provide a complete explanation of your proposed project or program, please attach additional sheets. I. Name and mailing address of applicant organization, with contact person, phone and fax numbers, and a-mail address: Name: The Literacy Council Address (mailing and physical address requested if different): 1264 Higt~era Street, Suite 102, San Luis Obispo, CA 93401 Contact person/title: Bernadette Bernardi/Executive Director Phone: 805-541-42 ] 9 Fax: 805-781-6630 E-mail address: bliteracy@charter.net 2. Title/name/address of proposed project or program: The Literacy Program/1264 Higuera Street, Suite 102, San Luis Obispo, CA 93401 2007 CDBG Application Organization: The Literacy Council 3. Please describe the proposed project or program. Include a description of the groups who will benefit and an explanation of how they will benefit from the proposed project or program. For projects, describe the location of the project (be as specific as possible, e.g. street address). For programs, state the location from which the program will be operated and/or describe the geographic area served by the program. Also, please include a schedule of project/program milestones. The Literacy Council- the Literacy Council for San Luis Obispo County was incorporated as a non- profit in 1982. Our mission statement is to assist adult Learners and their families in the development of English language communication skills. Our goals are: recruit and prepare volunteers as Tutors in the delivery of quality instruction using a variety of approaches. Provide individual and group instruction to Learners in reading, writing, speaking, and basic number skills, thereby furthering the ability of Learners to function well in the community. Promote community awareness and involvement in the literacy process. Our program serves all of San Luis Obispo Cowtty. We operate seventeen learning centers located throughout San Luis Obispo County. This past fiscal year 494 tutors served 623 learners with 14,706 hours of tutoring. Locations of learning centers are as follows: 1. St. John's Lutheran Church, Arroyo Grande- Monday and Thursday afternoons. 2. Peace Lutheran Church, Arroyo Grande-Monday evenings. 3. St. Joseph's Catholic Church; Nipomo- Monday and Thursday evenings. 4. Central Coast Baptist Church, Grover Beach-Monday and Thursday evenings. ~. Atascadero Bible Church, Atascadero-Monday and Thursday evenings. 6. Georgia Brown Elementary, Paso Robles-Tuesday and Thursday evenings. 7. Presbyterian Community Church, Cambria-Monday and Thursday evenings. 8. St. Joseph's Catholic Church, Cayucos-Wednesday evenings. 9. Trinity Methodist Church, Los Osos-Monday and Thursday evenings. 10. 1264 Higuera Street, San Luis Obispo- Thursday evenings. 11. St. Timothy's Church, Mono Bay-Tuesday and Thursday evenings. 12. First Presb}~terian Church, San Luis Obispo-Tuesday and Thursday mornings. 13. First Presbyterian Church, San Luis Obispo-Monday evenings. 14. Open Door Church, Oceano- Tuesday and Thursday evenings. 15. Marigold Nails, San Luis Obispo, Tuesday evenings. 16. Talley Vineyards, Arroyo Grande, Tuesday and Thursday evenings. 17. Paso Robles Inn, Paso Robles, weekday mornings. We provide free instruction to adults in reading, writing, and speaking English. We help both English speakers that need to improve their reading and writing skills and English as a Second Language speakers. We hold tutor trainings once per month to have a consistent and replenished resource of tutors. At the California Men's Colony we train inmates to become tutors and provide both CMC East and West learning centers with in-service trainings and books. Additionally, we teach parents of children five and younger to read by utilizing children's books. ARer they have 2007 CDBG Application Organization: The Literacy Council mastered a book, we teach them to read it to their children. We work with EOC's Head Start Families. We have more than fifry tutors that work for us independent from any of our centers. Literacy Council staff matches tutors and learners. Tutors and learners arrange schedules and locations that suit their needs. In Fiscal year 2005-06 our learners were: 413 Hispanic 29 Caucasian-non-Hispanic 67 Asian 10 Afro American 2 Native American 0 Pacific Islander and 7 other 95 unknown First languages were: English, Spanish, Chinese, Japanese, Vietnamese, Russian, Polish, Farsi, French and Italian. The success of our program and projects are evaluated by tracking the number of tutors we are able to recruit and train and the longevity of those trained tutors. Learners are assessed when they begin in our program. We use the Slosson Oral Reading Test (SORT) for literacy learners and the English as a Second Language Oral Assessment (ESLOA) for ESL (English as a Second Language) learners. Leamers set achievable goals in the areas of: Home and Family, Work, Self, and Community. Follow-up assessments are given to each learner determined by their individual progress through the books and materials in their individual learning plan. Center Directors send in monthly student progress reports. The progress reports are evaluated to determine the effectiveness of the tutoring/]earning relationship. We assess the Leamers when they leave the program to determine if they have progressed beyond their initial assessment and haw much they have progressed. We track how many learners go on to adult education or junior college programs. We track learners that pass a driver's test, GED, become citizens, become employed, and get better jobs. 4. Total amount of CDBG funds requested: $ 9,000 Please identify the jurisdiction(s) to which you are applying*: Cities of Arroyo Grande, Atascadero, and Paso Robles. If you are requesting CDBG funds from more than one jurisdiction, please" break down the amount shown above by the jurisdiction listed below. City of Arroyo Grande: $ 3,000.00 City of Paso Robles: $ 3,000.00 City of Atascadero: $ 3,000.00 City of San Luis Obispo: n/a 2007 CDBG Application Organization: The Literacy Council City of Grover Beach: n/a County of San Luis Obispo: n/a County wide: n/a *NOTE: If you are applying to one or more cities, please provide a copy of the application to the County by the application deadline of Monday, October 30, 2006. 5. Please describe the budget for the proposed project or program. Itemize all sources of funding expected to be available and used for this project a. Revenues: Income CDBG 9,000 CLSA Matching 64,000 SLO City Human Relations x,000 EOC 3,600 SLO Library Contract 33,000 Special Event 10.000 Donations/Memberships 23,158 new grants 11,000 Books Reimbursement 942 Interest Income 300 Total Income 160,000 a. Revenues: 1. CDBG Funds requested 2. Other Federal fund(s) (please describe below) 3. State source(s) (please describe below) 4. Local source(s) (please describe below) 5. Other funds (please describe below) $ $9,000 $0 $ 64,000-CA. State Library $ 38,000-City of SLO HRC and City County Library $ 49,000-special event, private donations, new grants, book reimbursement, interest income Total Revenues $ 160,000 2007 CDBG Application Organization: The Literacy Council b. Expenditures: List below by ite m or cost category. Expense salaries 89,900 books 6000 fundraising 2000 outside services 1,500 rent 13,800 telephone 2,500 copier 1,700 equipment maintenance 1,050 postage 1,500 mileage 1,000 printing 3,000 office supplies 2,500 staff development 1,500 volunteer recognition 750 learning centers misc. expenses 700 newsletter 2,500 annual meeting 300 audit 2,000 marketing 2,000 janitorial 750 water 350 donor recognition 500 pre-service training supplies , 300 in-service training supplies 150 miscellaneous 500 payroll taxes 7,000 workers' comp 3,500 liability 2,750 health benefits 8,000 Total Expense 160,000 ?007 CDBG Application Organization: The Literacy Council c. How do you plan to fund the operation and maintenance costs (if any) associated with this project? Are these funds available now? If not, when will they be available? And from what source(s)? Operation costs will be funded through our general budget. There are no maintenance costs Are these funds available now? Yes, for the operations costs. If not, when will they be available? And from what source(s)? Operation costs are available through our City/County Library Contract and State Library Funds. d. Will CDBG funds be used to match/leverage other fiords? List below funding sources and amounts and identify award dates of these sources. NO, although other funding entities would be favorably impressed by the fact that we receive CDBG funds. 6. Does the proposed project or activity meet one of the three national objectives of the CDBG program? Please check one of the objectives below that applies to the proposal, and explain how the project or activity meets that national objective. a. X Benefits low- and moderate-income persons as defined by the U.S. Department of Housing and Urban Development (HUD). NOTE: To meet this national objective, the proposed activity must benefit a specific clientele or residents in a particular area of the County or participating city, at least ~ 1 percent of who are low- and moderate-income persons. See current income limit schedule in the Request for Proposals. b. Aids in the prevention or elimination of slums or blight. NOTE: To meet this national objective, the proposed activity must be within a designated slum or blighted area and must be designed to address one or more conditions that contributed to the deterioration of the area. c. Meets community development needs having a particular urgency where existing conditions pose a serious and immediate threat to the health or welfare of the community, and no other funding sources are available. NOTE: To meet this national objective, the proposed activity must deal with major catastrophes or emergencies such as floods or earthquakes. 7. If the project or program is designed to meet the national objective of providing benefit to low- and moderate-income persons, please estimate the number of persons (or households) to benefit from the project and break that 2007 CDBG Application Organization: The Literacy Council estimate down by income group as follows: a. Total number of persons or households who will benefit from the project or ' program (regardless of income group): 700 Persons/ ouseholds (circle the applicable unit) b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 133 Person ouseholds (circle the applicable unit) c. Of the total number of persons or households entered above, how many will be very low-income (earning 50% or less of the County median-income)? 560 Person rouseholds (circle the applicable unit) 8. Please provide the following information regarding the number of persons/households who will directly benefit from the funding requested in this application. a. Total number of persons or households who will directly benefit from the CDBG funds (regardless of income group): 700 Person ouseholds (circle the applicable unit) b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 133 person ouseholds (circle the applicable unit) c. Of the total number of persons or households entered above, how many will be very low-income (earning 50% or less of the County median-income)? 560 Persons ouseholds (circle the applicable unit) 9. Who are the clients of your organization? (Example: low- to moderate-income persons, elderly persons, severely disabled persons, migrant farm workers, battered spouses, etc.) Very low income, low to moderate-income persons, migrant farm workers, the disenfranchised 2007 CDBG Application Organization: The Literacy Council 10. How do you currently collect demographic data on the beneficiaries of the proposed project or program? (Example: racial/ethnic characteristics) Every learner completes a student adult data sheet when they begin our program. We ask them to check ethnicity and we ask questions about employment. 11. How do you currently document income status of each client? (Example: very low, low- and moderate-income) We conduct a yearly anonymous survey 12. How will the clients benefit from this project? They ]earn the basic skills of reading, writing and speaking English. They can improve their lives by attaining betterjobs. They can participate in their communities and voice their needs. 13. Will the services offered by your organization increase or expand as a result of the CDBG assistance? if yes, please answer the following questions: a. What new programs and/or services will be provided. b. Describe how existing programs and/or services will be expanded and what percentage of an increase is expected? All of our learning centers presently maintain waiting lists of learners. Consistent funds will allow us to continue our tutor recruitment and training which will add more tutors who can then serve more learners. A twenty percent increase of learners is expected. 14. Check any of the following eligible activity categories that apply to the proposed project or program: (Refer to CDBG regulations and the Guide to Elieible CDBG Activities). Acquisition of real property Disposition of real property Public facilities and improvements (may include acquisition, construction, reconstruction, rehabilitation or installation) Privately owned utilities ?007 CDBG Application Organization: The Literacy Council _ Clearance, demolition, removal of buildings and improvements, and/or movement of structm•es to other sites Interim assistance _ Relocation of individuals, families, businesses, non-profit organizations, and/or farms Removal of architectural barriers Housing rehabilitation New housing construction (under limited circumstances) Code enforcement _ Historic preservation Commercial or industrial rehabilitation _ Special economic development Special activities by subrecipients X Public services Plamting studies 15. Describe the need and the degree of urgency for the proposed project or program. What would be the consequences if the proposed project or program is not funded in the next year? The need for literacy services in San Luis Obispo County is great and growing. The National Institute for Literacy publishes adult literacy estimates. Their rating system uses 1 as the lowest literacy level and 5 as the highest. The latest published data for our county is still 1996. It shows that 17% of our population age 16 and older is at level 1- the lowest literacy level and 38% are at combined levels 1 and 2. The major consequences of low literacy are: Welfare: 75% of food stamp recipients perform at the lowest two levels of literacy. 50% of adults on welfare do not have a high school diploma or GED. 43% of adults with low literacy skills live in poverty. ?007 CDBG Application Organization: The Literacy Counci] Crime: 70% of prisoners perform at the two lowest literacy levels. Continuing cycle: Children's literacy levels are strongly linked to the educational level of their parents. The most significant predictor for children to have success i~t school is for the primary caregiver to have graduated from high school or have a GED. Children of parents who are unemployed and have not completed high school are five times more likely to drop out of school. Literacy is ofren the first step for a person to become a productive and contributing member of their community. Better English language skills easily translate into better jobs and higher wages for our learners. With better jobs and higher wages our learners become active productive participants in their communities. Because our service is provided one-to-one or in small groups, our learners are provided with the level and type of instruction specific to their unique needs. Our tutors are prepared to help with such necessary skills as filling out job applicatiats, Teaming job specific vocabulary, attaining a driver's license, preparing for the GED test, and studying for the citizenship test. They are also prepared to teach parents to read to their children and to help teens improve their English language skills. Ofren, a ntentoring relationship develops wherein self-esteem and life skills are modeled and learned. The recruitment, training and retention of volunteer tutors are expensive, on-going, and labor- intensive efforts. We offer monthly tutor trainings conducted by Literacy Council staff Each training graduates, on average, fifteen new tutors. The trainings are twelve hours over atwo-day period. Most tutors work one-on-one or in small groups of two or three learners per tutor. This low tutor-learner ratio builds bonds between tutors and learners and is an extremely effective teaching strategy. However, it requires a large and constantly replenished pool of tutors, as well as, staff support, books, and materials. Without ever increasing funding, the Literacy Council would not be able to respond to the demand posed by the ever increasing number of individuals in San Luis Obispo County needing to learn Basic English language skills. Recruiting, training, and retaining tutors constitute one component of what the Literacy Council needs to do in order to provide its services. The other crucial component is the assurance that each individual that seeks our help can ultimately achieve the goal of reaching a literacy level that will improve his/her overall quality of life. Consistent and new funding sources help the Literacy Council provide the program, books, and materials to learners and to individuals on our waiting lists hoping to be learners. The Literacy Council effectively serves all of San Luis Obispo County. In order to grow and maintain the integrity of its program, the Literacy Council needs qualified, professional staff to administer, create, and actualize a viable literacy program that affects every community in our county. 2007 CDBG Application Organization: The Literacy Council 16. Please describe the specific organizational method used to implement the proposed project or program (single or multiple group, public agency, non-profit, for-profit, experience in operating similar programs, etc.): The Literacy Council, founded in 1982 as a private non-profit, utilizes the following method to implement its program: 1. Have a diverse and active board of directors that is diligent in overseeing anon-profit organization 2. Have a competent staff that is capable of administrating and coordinating the program. 3. Secure funds from both the private and public sector. 4. Uphold accurate accounting of funds. 5. Advertise for volunteer tutors. 6. Be accessible to all potential learners. 7. Offer well designed tutor pre-service and in-service trainings taught by experienced instructors. 8.. Maintain awell-trained pool of volunteer Center Directors and tutors. 9. Research for best books and materials and have them accessible to all tutors and learners. 10. Assure that each learner has a learning plan specific to their individual English language learning needs. 11. Track learner progress. 12. Keep data bases of learners and tutors. 13. Collaborate with other agencies whose clients may need our services. 14. Participate in other organizations such as United Way Agency Relations, the Children's Services Network, Chambers of Commerce, and the Planned Giving Council. I certify that the information in this application is true and accurate to the best of my knowledge and ability. ,'re ~ ~v Printed or typed name Title I . ~ 'J ({ r~ ' •- 2007 CDBG Application EOC: Teen Academic Parenting Program (TA P) CITY OF ARROYO GRANDE COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM APPLICATION FOR FUNDING DURING 2007 PROGRAM YEAR I. Name and mailing address of applicant organization, with contact person~'p-l~p~e„gndSax~ i-='~.>` numbers, and a-mail address: z~'r Economic Opportunity Commission of San Luis Obispo County, Ina ~. s Health Services Division 1030 Southwood Drive i:,IT4' GF t.RRC'i0 ~r<;ar~!'/c San Luis Obispo, CA 93401 C;~i~/~IJiilrSity p~`,:E_~:~i ie9i:(c Program Contact: Raye Fleming Phone: 805-544-2498 Fax: 805-544-3649 E-mail: rfleming,cnr eocslo.ore Authorized'Representative: Elizabeth "Biz" Steinberg, Chief Executive Officer Phone: 805-544-4355 Fax: 805-549-8388 E-mail: esteinberg~eocslo.or~ 2. Title/name/address of proposed project or program: Teen Academic Parenting Program (TAPP) Adolescent Family Life Program ]411 Marsh St., Ste. 201 San Luis Obispo, CA 93401 3. Please describe the proposed project or program. Include a description of the groups who gill benefit and an explanation of how they will benefit from the proposed project. EOC's Teen Academic Parenting Program (TAPP) serves pregnant and parenting teen mothers and parenting fathers in Paso Robles, Atascadero, San Luis Obispo, North Coast and South County. The population served is predominately low-income with 71 % reporting Hispanic origin. TAPP ensures that pregnant and parenting teens receive healthcare, education, and mentoring to improve pregnancy outcomes, complete high school education, improve parenting skills, reduce subsequent pregnancies, reduce social isolation, and experience a sense of connection with a positive role model. Asset development is the context for delivering all TAPP services. This not only helps the parents but also teaches them how to develop assets in their own children. Case management services are provided countywide and include: • Development of a case plan • Development of a supportive Individual Service Plan • Oversight and monitoring by monthly or weekly contacts • Health, nutrition, child development, parenting assessment and education to enhance parenting skills • Short and long term planning to improve health (including pregnancy prevention), nutrition, child development and parenting skills • Short and long term educational assessment and planning which will lead to high school graduation or the equivalent • Review and monitoring of school attendance and performance • Identification and facilitation of necessary childcare 2007 CDBG Application EOC: Teen Academic Parenting Program (TAPP) • Referral to necessary agencies and community resources such as healthcare, family planning, nutrition, health education, adoption counseling, mental health, substance abuse, domestic violence, transportation, housing, education, financial, emergency, legal, childcare, and parenting education services when appropriate Project sites: • Paso Robles High School, 801 Niblick Rd, Paso Robles • Atascadero Health Department, 5575 Capistrano Ave, Atascadero • San Luis Obispo Office, 1141 Marsh St. Suite 201, San Luis Obispo • Lopez Continuation High School , ]055 Mesa View Dr, Arroyo Grande • Arroyo Grande Department of Social Services, 1086 Grand Ave, Arroyo Grande Project milestones include: • Serve 305 pregnant and parenting teens with comprehensive case management services • Provide 20 support groups countywide annually • Provide a minimum of 12 trainings per year for project staff • Hire an additional bilingual social worker to meet increasing number of clients • Maintain positive relationships with collaborative agencies who support target population • Obtain two scholarships to Cuesta College for TAPP clients • Successfully solicit donations from community groups for baby blankets and holiday gifrs 4. Total amount of CDBG funds requested: $7,000 Please identify the jurisdiction(s) to which you are applying: City of Arroyo Grande: $2,000 City of Paso Robles: $3,000 City of Atascadero: $2,000 City of San Luis Obispo: City of Grover Beach: County of San Luis Obispo: County wide: 5. Please describe the budget for the proposed project or program. Itemize all sources of funding expected to be available and used for this project a. Revenues: I . CDBG funds requested $ 7,000 2. Other Federal funds (please describe below) $ 94,089 3. State sources (please describe below) $374,786 4. Other funds (please describe below) $ 1,725 Total Revenues $477,600 b. Expenditures :List below by item or cost category. 1. Personnel expenses $395,539 2. Operating expenses $ 46,683 3. Indirect cost @ 8% $ 35,378 Total Expenditures $477,600 2007 CDBG Application EOC: Teen Academic Parenting Program (TAPP) c. How do you plan to fund the operation and maintenance costs (if any) associated with this project? Are these funds available now? If not, when will they be available? And from what source(s)? CDBG funds will be used to provide direct case management services to teen parents and their families in Arroyo Grande, Atascadero, and Paso Robles. This includes provision of services to additional teen parents as well as assistance with maintenance of quality services TAPP has administered since 1986. Adolescent Family Life Program (State) Cal Learn Program (State) Federal Financial Participation (Federal) CDBG Arroyo Grande Atascadero Paso Robles Patient fees Private Donations $324,786 Pending Co of SLO signatures $ 50,000 Pending Co of SLO signatures $ 94,089 Pending Co of SLO signatures $ 2,000 Pending application approval $ 2,000 Pending application approval $ 3,000 Pending application approval $ 600 As collected $ 1,125 As collected For fiscal years 2004-2007, State funding for AFLP teen parent case management services has not increased. State funding for Cal Learn services is provided on a case-by-case basis and is expected to decrease as eligibility for program benefits becomes more stringent. The Federal Financial Participation program funding received is dependent on particular activities performed for AFLP clients as well as the percentage of teens enrolled in the program that are Medi-Cal recipients. This funding is not guaranteed. Funding from the First Five Commission and Children's Trust Fund previously utilized is no longer available. As a result the TAPP program continues to serve all eligible teens with a significantly decreased budget. d. Will CDBG funds be used to match/leverage other funds? List below funding sources and amounts and identify award dates of these sources. CDBG support of TAPP will be used to leverage other funding sources. 6. Does the proposed project meet one of the three national objectives of the CDBG program? Please check one of the objectives below that apply to the proposal, and explain how the project or activity meets that national objective. a. X Benefits low- and moderate-income persons as defined by the U.S. Department of Housing and Urban Development (HUD). 7. If the projector program is designed to meet the national objective of providing benefit to low- and moderate-income persons, please estimate the number of persons (or households) to benefit from the project and break that estimate down by income group as follows: a. Total number of persons or households who will benefit from the project or program: 305 Persons 2007 CDBG Application EOC: Teen Academic Parenting Program (TAPP) b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 12 Persons c. Of the total number of persons or households entered above, how many will be ver low-income (earning 50% or less of the County median-income)? 293 Persons 8. Please provide the following information regarding the number of persons/households who will directly benefit from the funding requested in this application. a. Total number of persons or households who will directly benefit from the CDBG funds (regardless of income group): 305 Persons b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 12 Persons c. Of the total number of persons or households entered above, how many will be very low-income (earning 50% or less of the County median-income)? 293 Persons 9. Who are the clients of your organization? TAPP clients include 305 pregnant and parenting teens, from the time they become pregnant until they reach the age of 20 years for females, and 21 years for males. Seventy nine percent are female and 21 % male. TAPP clients are low to very low-income teen parents; 78% are enrolled in Medi-Cal and 14% are enrolled in the Cal Learn Program. Almost all clients would be eligible for Cal Learn, but they are not interested in participating due to the negative stigma attached to being on welfare. Approximately 71 % are Hispanic and 13% are monolingual Spanish speaking. The majority of TAPP clients reside in the Northern and Southern regions of the county. A preponderance of enrolled teens lack a supportive family environment and many have a history of being in the foster care system. Numerous clients have a history of learning disabilities and problems with school attendance. Many of the teens' families have experienced homelessness, as well as domestic violence and substance abuse. 4 2007.CDBG Application EOC: Teen Academic Parenting Program (TAPP) 10. How do you currently collect demographic data on the beneficiaries of the proposed project or program? TAPP case managers collect demographic data on all teen parents enrolled in the program. The intake forms, pregnancy outcome information, and six-month follow-up forms are recorded by the Lodestar State database system. Standard client data collected conforms to the California Department of Community Services and Development Data-Client Characteristics Report, which are used to report demographic information to the State. In addition, special information such as school years completed, school enrollment, infant birth dates and weights, job training enrollment, high school graduation, post-secondary education enrollment, and employment status is collected (see attached Exhibit B). 11. How do you currently document income status of each client? Documentation of client income status is determined through client interviews conducted by the case manager, as well as through assessment of financial aide programs the client is eligible for, such as Medi-Cal, Cal Leam, the WIC Nutrition program, and the food stamp program. As part of the intake process in each EOC program, client income status is determined using the federal poverty guidelines. 12. How will the clients benefit from this project? In addition to the valuable services offered which benefit clients detailed in question #3, TAPP case managers assist pregnant and parenting teens in breaking the cycle of family poverty and child abuse or neglect. Supporting teens with asset development strategies strengthens the teens' skill-base and enhances their ability to become financially self-supporting. 13. Will the services offered by your organization increase or expand as a result of the CDBG assistance? a. What new programs and/or services will be provided? Funds will be used to maintain current case management services and support groups. b. Describe how existing programs and/or sen~ices will be expanded and what percentage of an increase is expected? Funds will be used to maintain current case management services and support groups. 14. Check any of the following eligible activity categories that apply to the proposed project or program: X Public services 2007 CDBG Application EOC: Teen Academic Parenting Program (TAPP) 15. Describe the need and the degree of urgency for the proposed project or program. What would be the consequences if the proposed project or program is not funded in the next year? The TAPP Program was originally established in response to the significant increase in teen births in our county, and the resulting gaps in services for pregnant and parenting teens. When teens become parents, the social and economic realities can be overwhelming. Problems faced by pregnant and parenting teens include isolation and loss of a viable social network; lack of transportation to school, employment, and health and social services; lack of childcare; lack of coping skills; dropping out of school; subsequent pregnancies; gang involvement; and use of alcohol, tobacco and other drugs. Substance abuse has its own associated risks such as poor pregnancy outcome, poor judgment and risk assessment, and poor impulse control, all of which contribute to a greatei risk of harm to a baby. Substance use during pregnancy can have long-lasting effects on the fetus, which can result in additional canmuniry costs due to special education needs, support services, and inability to become a co~atributing member ofsociery. Lack of parenting skills, low levels of knowledge of child development and age appropriate expectations, ignoring indications when a baby is sick or distressed, lack of positive role models for parenting, and marginal nutritional practices places these teens' babies at an alarmingly high risk of abuse, neglect, ill health, and accidents. The TAPP program has evolved into a highly effective case management approach which is caring, flexible, and responsive to the needs of local clients and the communities in which they live. The AFLP and Cal Leam programs have enabled TAPP to serve 303 parenting teens over the past year. In addition, the services provided by case managers provide positive support and role models to the children and other family members of the teen parents. Private donations also help fund this critical program. Increased competition for outside funding, along with the AFLP contract requirement for match funding, demands that funding be diversified in order to sustain this vital program. If adequate CDBG funding is not received, there will not be this financial support needed to serve the number of teen parents we are currently receiving referrals for. We seek CDBG funding to allow us to reach every pregnant and parenting teen in the county and help them to become better parents, complete their education, and realize financial stability and independence. 16. Please describe the specific organizational method used to implement the proposed project or program The Economic Opportunity Commission of San Luis Obispo County, Inc. is a private nonprofit community action agency providing critical services to low-income county residents since 1965. TAPP was established in 1986 to meet the many needs of our county's population of pregnant and parenting teens. TAPP's paid staff includes a supervisor, administrative assistant, and seven social workers, three of which are bilingual. Social workers provide case management services through one-to-one meetings, home visits, school visits and weekly or monthly support groups. Each social worker covers a specific geographic area of the county with two in Paso Robles, one in Atascadero, one in San Luis Obispo and the Coast, one in the South County, and one at Lopez High School. 2007 CDBG Application EOC: Teen Academic Parenting Program (TAPP) TAPP staff work closely with SLO County Departments of Social Services, Mental Health, Health Department, Drug and Alcohol, and Probation. They also partner with the Children's Services Network, the SLO Child Abuse Prevention Collaborative, and the Teen Pregnancy Prevention Task Force. I cerl~ that the infornralion in This application is true and accurate to the best of my knoH~ledge and ability. ~~ _ ~ ~ E ~ ~,' b l ~j~~~ ~, f" ' .";-~ ) l _ l October 30, 2006 Elizabeth "Biz`" teinberg '~ /-/ Chief Executive Officer 7 State of California Department of Community Services and Development CSBG Programmatic Data-Client Characteristic Report Annual EXHIBIT B CSD 295-CCR (Rev. 04/05) Please use the CSD 295 -Client Characteristic Report Instructions and Helpful Hints document to complete this form. 1 Contractor Name: Contract #: Prepared By (print name/title): Report Period: Demographic data should be collected on ALL clients receiving services under any program administered by the designated Community Action Agency. Yellow Highlighted Sections represent demographicscollected on INDIVIDUALS -- _~ ~ 2 Total unduplicated number ofpersons atidul whom one or more characteristics were otilsihed, __ 3 Total unduplicated number ofpersons about whom nocharacteristics were obtained - ;- ... ; Blue Htghhghted Sections represent demographics collected on FAMlUES r ' i Y` ' ' u f families about whom one or more characteristics were obtained ,t nduplicated number o 4 Total .,5 .,Totahunduplicafed'numtierof'famdie"s'atidut whom rio`.charabtenstics;wer"e otitalrietl ,;s u r ~ ~::: :±'~ 6:Gender ,.-~."t~ '' `.:NumbeROfPersons' ~; 12°-•e?~F.attill Saed;.= ., .> -'-..~ - , i~:NurobeFofFamluestl'i:; . a k3x Orie'~ ~ ^~.r ~ ~-ter a. Male-- . ~., , g ' ' ~ f b. Female ?b kw Two ,~, s " ~; + ~ y 'Total 0 = c~ + 'Three -~"' z ~ r ~ k ' r ~ ~ r ~- ~ o "''" F ' f Persons : , ~ , .: INumber d ou 7. A e - b. 5-t~: isf .: '.f ti,",'$IX~ sn ~-r`in. 'FS ~ ~ G ~ " c. 12-17~ ~ ' i ti S' sS ' ~ YIr 3S '~+' - ni ti Sev ~ enr~~~-•'~- ~ ~' f*"Es '?, ; z ~ g tl. 18-23 ~ , ,. ~ , . . ; ~u ~ hr)y Eightor mores :t r ~'` ~, `'~' ~ .. ,..; " 5 ° ~ ~ e. 24-44- .-.. um o 7e-. ''Total: = ~'" ''~.s. '"~^~~~ r `` '^ 0 f. 45-54 thru 7h:= - } 13 , ~,Sotrce of;Famfly Income '`h, , ~ ~ ,; -; - um er o,_,..ami.tes,;;; g. 55-69 ` a~^yr. Ujupllc~ted #nf Fami0es~.t~~., , , , '+. `. ;<. -~,~~~(2epoNngOne~orMoreSources ~ 'Total oflncome~"'r£y~"'~aee vtt.~e,~ ~ 0 ~'~ ~~ l;.~r'; .,,~„ ~ ~ f P s '"" s ' b~ ~ iNo co 8. Ethniei /Babe Number o er ons =. me , ..~. J Mw R 'w 3 ~ )I .~. C xr.. eY' ~ . eS F F ' ` '* "l ` ~ ~ ~ <. ^ir~~TAN , ~ 1. Ethnicity '. ».a ,a: .Hl~i~n L` .x t k3. ' a. Hispanic or Latino ^ drv~~,SS~ ~u"~:,~~~?` `'r$y pry ; ~ b. Not Hispanic or Latino Z „ e-+. ~ 3ocialSecunty~ , f 'Total r' "` 0 "f ~P ne sior `t ~~* " ~ y , , , , I!. Race ~r eraj ~lsststance ;G-. '~ ~. g , }~ Ge a. African American , „ , s ' h a y~l~nemQloyment-Insurance ~, ''" rorA` b. White' t; i1~tM~Erri~"Jo~ent,~othersource^y~s~~ ~. ` ' ' c.Other t oyr{tentonly~ ~~"~ ~~~:~='x'-~ r.. py~k,~ ~.Empl ~ ~~O e ~ i"'~' ~' ~'~~i x' x r d. Multi-Race (any2`or ~k r tfi r . ,t~ %~Jsi . ~ ^ a moFeof the above) '~ ` 14 4,9~. Level of Fam0$Income~ .n ~ z ~ " 1H " ' ~ ~7 + : ,,; Number of Families ~, .„~ ^'~' ;;,~%~of, HS gtifdeline „'„,,,_;~ ;~`~ 'Total 0 , _ . y .. ... ~aJ °l7p'to50%x~ ~ t 24+ z mb f Pe on 8 a e o d s ,*„~,~ iC*,:. er o rs s . Educ tion Lev f A ult Nu l - ti e C" , ri ' " + x ~ •~ y ry ~ w c i ~,6 f rG a 0-8 0 ~ M t g fo~1 25%~ `'f~~"~~~~~' " ~~'~ ~'-~''~tU,1/o b. 9-t2/rion- raduate ~ 4, , z ~y ~ , ; FAQ* _~,~ ~,~„~„~,,, n ~,. ,,~ , , , he '126%tor150% r~''s x~y '' 4,~~~r c. High sch. Grad.lGED d. 12+ some post secondary . f ~, 151"""% and ove~'~ *~--`~*,ry ?a.t~, r ~ ~ 4 ~ ~ e. 2or4'yr.Collegegraduates `~~~ ~~""' ~ "t~.=s ~.~.i~`~•,,.,s ,.t,~ ~F s.,y+.."TOtaI 0 Total 0 15 ~~HOUSin ~ t um ero amihes..,,,, 10. Other Characteristics ;. ; Number of Persons - `~a ~ Ovms4~' t•~`~tr.;~. { r "r;: # of~Betsons # Surveyed ,x b` ;'~ Rent a 4TH- ~ ''r ' ' L ~ i ` " ~ ~c ` e ' 7 ,,- £ ; ,, a No Health insurance ~ ~lorttel ss ,~ *r ' ~ ~ e ' , , ~Oth a, r b Disabled i d r, r~« M 11~Fam1lyType-_,•~,.,~;~~;, ~ -,_,,;t „ 3Numberof:Famihes"" .~'-,,,,,",+r'~`'~` ''t' ""'Total rat _ uw.. , ..>.tt..t;._ ,.f.K R:t,e . 0 a SingleparenUfemale ~~~ ,x~x ,.•!, 16";2 Otherfamd characteristics`?~.'?. ;,.Nutnber,ofFamihias."' , r ren'~/male q'x ,~~~~ r '. b ` Single pa '' a ~~ < Farrner~~-n~u.,~`^ ,x , " n h* ~ c Two-parent household ~'' '~ ~ Yi b ~a Migiant Famrwcrker , ~" '~ ~ b r, t. /`~ w~i`1J^r-.? Y. NY d Single:-person:~~~«A, ,~. + :" ' ~/ rd 1 R A' M. - 44 `aA' -i, v,. .h V' Ly )' _=c <np~ Seasonal~F a rmworker -t : ~,~ ~ L ( ! Y $ ~ l v e ~ Two aduks no c111(dren / / Y ~ ~' ~ ~ ~ G 14~ L _ F y..i.4 S yrl a r ~ ~w ~ ~ , ~~ -n « F A 4,' ~ > ti ~ -rm rotie.wY:-X ..,k°'bv;~.x S... ~.!,~.rh"` ; ~ z~, ~. K_ .u#..-„-._~.`Y.f.ri. °,.,._ ., ~ , . ~`.~5~s,~r .. , a' b W. 2007 CDBG Application EOC: Teen Academic Parenting Program (TAPP) CITY OF ARROYO GRANDE COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM APPLICATION FOR FUNDING DURING 2007 PROGRAM YEAR Name and mailing address of applicant organization, with contact person, phone and fax numbers, and a-mail address: Economic Opportunity Commission of San Luis Obispo County, Inc. Health Services Division 1030 Southwood Drive San Luis Obispo, CA 93401 Program Contact: Raye Fleming Phone: 805-544-2498 Fax: 805-544-3649 E-mail: rfleming~a eocslo.org Authorized Representative: Elizabeth "Biz" Steinberg, Chief Executive Officer Phone: 805-544-4355 Fax: 805-549-8388 E-mail: esteinberg(c~.eocslo.org Title/name/address of proposed project or program: Teen Academic Parenting Program (TAPP) Adolescent Family Life Program 1411 Marsh St., Ste. 201 San Luis Obispo, CA 93401 3. Please describe the proposed project or program. Include a description of the groups who will benefit and an explanation of how they will benefit from the proposed project. EOC's Teen Academic Parenting Program (TAPP) serves pregnant and parenting teen mothers and parenting fathers in Paso Robles, Atascadero, San Luis Obispo, North Coast and South County. The population served is predominately low-income with 71%reporting Hispanic origin. TAPP ensures that pregnant and parenting teens receive healthcare, education, and mentoring to improve pregnancy outcomes, complete high school education, improve parenting skills, reduce subsequent pregnancies, reduce social isolation, and experience a sense of connection with a positive role model. Asset development is the context for delivering all TAPP services. This not only helps the pazents but also teaches them how to develop assets in their own children. Case management services are provided countywide and include: • Development of a case plan • Development of a supportive Individual Service Plan • Oversight and monitoring by monthly or weekly contacts • Health, nutrition, child development, parenting assessment and education to enhance parenting skills • Short and long term planning to improve health (including pregnancy prevention), nutrition, child development and parenting skills • Short and long term educational assessment and planning which will lead to high school graduation or the equivalent • Review and monitoring of school attendance and performance • Identification and facilitation of necessary childcare 2007 CDBG Application EOC: Teen Academic Parenting Program (TAPP) Referral to necessary agencies and community resources such as healthcare, family planning, nutrition, health education, adoption counseling, mental health, substance abuse, domestic violence, transportation, housing, education, financial, emergency, legal, childcare, and parenting education services when appropriate Project sites: • Paso Robles High School, 801 Niblick Rd, Paso Robles • Atascadero Health Department, 5575 Capistrano Ave, Atascadero • San Luis Obispo Office, 1141 Marsh St. Suite 201, San Luis Obispo • Lopez Continuation High School , 1055 Mesa View Dr, Arroyo Grande • Arroyo Grande Department of Social Services, 1086 Grand Ave, Arroyo Grande Project milestones include: • Serve 305 pregnant and parenting teens with comprehensive case management services • Provide 20 support groups countywide annually • Provide a minimum of 12 trainings per year for project staff • Hire an additional bilingual social worker to meet increasing number of clients • Maintain positive relationships with collaborative agencies who support tazget population • Obtain two scholarships to Cuesta College for TAPP clients • Successfully solicit donations from community groups for baby blankets and holiday gifrs 4. Total amount of CDBG funds requested: $7.000 Please identify the jurisdiction(s) to which you are applying: City of Arroyo Grande: $2,000 City of Atascadero: $2 000 City of Grover Beach: County wide: City of Paso Robles: $3,000 City of San Luis Obispo: County of San Luis Obispo: 5. Please describe the budget for the proposed project or program. Itemize all sources of funding expected to be available and used for this project a. Revenues: 1. CDBG funds requested $ 7,000 2. Other Federal funds (please describe below) $ 94,089 3. State sources (please describe below) $374,786 4. Other funds (please describe below) $ 1,725 Total Revenues $477,600 b. Expenditures :List below by item or cost category. I. Personnel expenses $395,539 2. Operating expenses $ 46,683 3. Indirect cost @ 8% $ 35,378 Total Expenditures $477,600 2007 CDBG Application EOC: Teen Academic Parenting Program (TAPP) c. How do you plan to fund the operation and maintenance costs (if any) associated with this project? Are these funds available now? If not, when will they be available? And from what source(s)? CDBG funds will be used to provide direct case management services to teen parents and their families in Arroyo Grande, Atascadero, and Paso Robles. This includes provision of services to additional teen parents as well as assistance with maintenance of quality services TAPP has administered since 1986. Adolescent Family Life Program (State) $324,786 Pending Co of SLO signatures Cal Leam Program (State) $ 50,000 Pending Co of SLO signatures Federal Financial Participation (Federal) $ 94,089 Pending Co of SLO signatures CDBG Arroyo Grande $ 2,000 Pending application approval Atascadero $ 2,000 Pending application approval Paso Robles $ 3,000 Pending application approval Patient fees $ 600 As collected Private Donations $ 1,125 As collected For fiscal years 2004-2007, State funding for AFLP teen parent case management services has not increased. State funding for Cal Leam services is provided on a case-by-case basis and is expected to decrease as eligibility for program benefits becomes more stringent. The Federal Financial Participation program funding received is dependent on particular activities performed for AFLP clients as well as the percentage of teens enrolled in the program that are Medi-Cal recipients. Thi< funding is not guaranteed. Funding from the First Five Commission and Chi]dren's Trust Fund previously utilized is no longer available. As a result the TAPP program continues to serve all eligible teens with a significantly decreased budget. d. Will CDBG funds be used to match leverage other funds? List below funding sources and amounts and identify award dates of these sources. CDBG support of TAPP will be used to leverage other funding sources. 6. Does the proposed project meet one of the three national objectives of the CDBG program? Please check one of the objectives below that apply to the proposal, and explain how the project or activity meets that national objective. a. X Benefits low- and moderate-income persons as defined by the U.S. Department of Housing and Urban Development (HUD). 7. If the project or program is designed to meet the national objective of providing benefit to low- and moderate-income persons, please estimate the number of persons (or households) to benefit from the project and break that estimate down by income group as follows: a. Total number of persons or households who will benefit from the project or program: 305 Persons 2007 CDBG Application EOC: Teen Academic Parenting Program (TAPP) b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? l2 Persons c. Of the total number of persons or households entered above, how many will be very low-income (earning 50% or less of the County median-income)? 293 Persons 8. Please provide the following information regarding the number of persons/householdstyho will directly benefit from the funding requested in this application. a. Total number of persons or households who will directly benefit from the CDBG funds (regazdless of income group): 305 Persons b. Of the total number of persons or households entered above, how many will be lo~~-income (earning 51 % - 80% or less of the County median-income)? 12 Persons c. Of the total number of persons or households entered above, how many will be very low-income (earning 50% or less of the County median-income)? 293 Persons 9. Who are the clients of your organization? TAPP clients include 305 pregnant and parenting teens, from the time they become pregnant until they reach the age of 20 years for females, and 21 years for males. Seventy nine percent are female and 21 % male. TAPP clients are low to very low-income teen parents; 78% are enrolled in Medi-Cal and 14% are enrolled in the Cal Learn Program. Almost all clients would be eligible for Cal Learn, but they are not interested in participating due to the negative stigma attached to being on welfare. Approximately 71 % are Hispanic and 13% are monolingual Spanish speaking. The majority of TAPP clients reside in the Northern and Southern regions of the county. A preponderance of enrolled teens lack a supportive family environment and many have a history of being in the foster care system. Numerous clients have a history of learning disabilities and problems with school attendance. Many of the teens' families have experienced homelessness, as well as domestic violence and substance abuse. ?007 CDBG Application EOC: Teen Academic Parenting Program (TAPP) 10. How do you currently collect demographic data on the beneficiaries of the proposed project or program? TAPP case managers collect demographic data on all teen pazents enrolled in the program. The intake forms, pregnancy outcome information, and six-month follow-up forms are recorded by the Lodestar State database system. Standard client data collected conforms to the California Department of Community Services and Development Data-Client Characteristics Repor[, which are used to report demographic information to the State. In addition, special information such as school years completed, school enrollment, infant birth dates and weights, job training enrollment, high school graduation, post-secondary education enrollment, and employment status is collected (see attached Exhibit B). 11. How do you currently document income status of each client? Documentation of client income status is determined through client interviews conducted by the case manager, as well as through assessment of financial aide programs the client is eligible for, such as Medi-Cal, Cal Leam, the WIC Nutrition program, and the food stamp program. As part of the intake process in each EOC program, client income status is determined using the federal poverty guidelines. 12. How will the clients benefit from this project? In addition to the valuable services offered which benefit clients detailed in question #3, TAPP case managers assist pregnant and parenting teens in breaking the cycle of family poverty and child abuse or neglect. Supporting teens with asset development strategies strengthens the teens' skill-base and enhances their ability to become financially self-supporting. 13. Will the services offered by your organization increase or expand as a result of the CDBG assistance? a. What new programs and/or services will be provided? Funds will be used to maintain current case management services and support groups. b. Describe how existing programs and/or services will be expanded and what percentage of an increase is expected? Funds will be used to maintain current case management services and support groups. 14. Check any of the following eligible activity categories that apply to the proposed project or program: X Public services ?007 CDBG Application EOC: Teen Academic Parenting Program (TAPP) 15. Describe the need and the degree of urgency for the proposed project or program. What ~sould be the consequences if the proposed project or program is not funded in the next year? The TAPP Program was originally established in response to the significant increase in teen births in our county, and the resulting gaps in services for pregnant and parenting teens. When teens become parents, the social and economic realities can be overwhelming. Problems faced by pregnant and parenting teens include isolation and loss of a viable social network; lack of transportation to school, employment, and health and social services; lack of childcare; lack of coping skills; dropping out of school; subsequent pregnancies; gang involvement; and use of alcohol, tobacco and other drugs. Substance abuse has its own associated risks such as poor pregnancy outcome, poorjudgment and risk assessment, and poor impulse control, all of which contribute to a greater risk of harm to a baby. Substance use during pregnancy can have long-lasting effects on the fetus, H~hich can result in additional community costs due to special education needs, support services, and inability to become a contributing naenrber of society. Lack of parenting skills, low levels of knowledge of child development and age appropriate expectations, ignoring indications when a baby is sick or distressed, lack of positive role models for parenting, and marginal nutritional practices places these teens' babies at an alarmingly high risk of abuse, neglect, ill health, and accidents. The TAPP program has evolved into a highly effective case management approach which is caring, flexible, and responsive to the needs of local clients and the communities in which they live. The AFLP and Cal Leam programs have enabled TAPP to serve 303 parenting teens over the past }'ear. In addition, the services provided by case managers provide positive support and role models to the children and other family members of the teen parents. Private donations also help fund this critical program. Increased competition for outside funding, along with the AFLP contract requirement for match funding, demands that funding be diversified in order to sustain this vital program. If adequate CDBG funding is not received, there will not be this financial support needed to serve the number of teen parents we are currently receiving referrals for. We seek CDBG funding to allow us to reach every pregnant and parenting teen in the county and help them to become better parents, complete their education, and realize financial stability and independence. 16. Please describe the specific organizational method used to implement the proposed project or program The Economic Opportunity Commission of San Luis Obispo County, Inc. is a private nonprofit community action agency providing critical services to low-income county residents since 1965. TAPP was established in 1986 to meet the many needs of our county's population of pregnant and parenting teens. TAPP's paid staff includes a supervisor, administrative assistant, and seven social workers, three of which are bilingual. Social workers provide case management services through one-to-one meetings, home visits, school visits and weekly or monthly support groups. Each social worker covers a specific geographic area of the county with two in Paso Robles, one in Atascadero, one in San Luis Obispo and the Coast, one in the South County, and one at Lopez High School. 6 2007 CDBG Application EOC: Teen Academic Parenting Program (TAPP) TAPP staff work closely with SLO County Departments of Social Services, Mental Health, Health Department, Drug and Alcohol, and Probation. They also partner with the Children's Services Network, the SLO Child Abuse Prevention Collaborative, and the Teen Pregnancy Prevention Task Force. I cert~ that the i»formatiort in this application is true and accurate to the best of my la~owledge and ability. '~~ ~~ E ~ ,~~„//,.~~; ~~„ October 30, 2006 Elizabeth "Biz' teinberg Chief Executive Officer State of California Department of Community Services and Development CSBG Programmatic Data-Client Characteristic Report Annual EXHIBIT B CSD 295-CCR (Rev. 04/OS) Please use the CSD 295 -Client Characteristic Repoli Instructions and Helpful Hints document to complete this form. 1 Contractor Name: Contract #: Prepared By (print name/title): Report Period: ' Demographic data should be collected on ALL clients receiving services under any program administered by the designated Community Action Agency. Yellow Highlighted Sections represent demographics collected on:lNDIVIDUALS ,;. ~ ' 2 Total-unduplicated number of:persons about whom one or more ctaracleristirs'were obtaired '.': 3 Total-unduplicateG number ofpersons about whom no characteristics were obtained - i~ .. s ~ ~: ......::. ~ 'r ~ , Blue Hrghlighted SeoUons represent demographics collected on FAMILIES " `. ° ' , ,..t~'y ~ iin ~A 3 ~ ~iF .~ vl i y Vwl=' 1 i Y. £ nuplber of famdles about whom one or more characienstlrs wefe obtained s~ 4 s Total unduphrated , t tic bt i d ~ • ~ ' ' o ~ h i u d o ,..~:,,,;c° tom no c arac er s swere~n a ne __ ~, ; . r- .,., f:famtlies ab utw S.,Toial, n uplicated.number; '6: Gender ~.. .3::, -` ., ~,Nurnberof Persons'- -,?. F,12r_~~Fam11 ~Sizey,~;,~: ;, . ; _:;~.,r-es ::-~'Numbe:'of.Famthes'".,'u: a. Male: ~•a ~aSOn,~e~~-~'~ ~`~'a"`~~'~r'"z~ u s. > ~ r b. Female: ; b'..,t`yT~i~~'~~a~ t~me,*'~,.~` ~1 ~~ ~' e ~i~; ~ "Total 0 ;:c~,,~, ~Fl7x~ee'~u;-~'r``~,"'^`; 'r 3?;'-Cbr",:,. I ' '~ ~ L n T £s-& i d'x~.'~-fFour ~_ ,nx. ~~.. ,~ x-'t ~,',~-.~ a ~, 7. Age . :-~-Number of Persons 'x rr 2 ro es ~: t ~' ~ ~ F ~i r~ w, . C . : p e .rrYn'. G "L~ a. 0-$ 'fez:i yai~r s ~~y.~az <r4 ~'[x- xr.., c`~: ~ b. 6-1 t c 12-17, ,} py ~ , ~ ~ ' y Y 'F2 «~'1 ~lN A t' f • T~TSI~y~ i'^LT ` f T S[. "i~x ~ ,r-~ ,. .;.Seven i ~:g d. 18-23' ~ ~ ~~ 's~ ~ s .g4 ~~; „''c`~wt~' :;~h~ f>''r~~oC e. 24-44-, um o 7e ., =~ ~~' ••~~ ~" acy~ `'~'` ~ r > "'To~al~ i-~.x~.sri L~SrcarcZe'~'r`~v"€~I'~c.}~; :iF. ~ 0 f. 45-54.'. ~ thru 7h='.:: ,13€~SouLeeof Famitylncome~„„~ t.-~,_ um- erLo..~,,amt les„=. g. 55-69: '=a;E, U- -u' i ted #'ofF,amlUesx~ r'•n+,..(" ,~.;;;? '"> .r•„ ~ r h. 70+ _- ~~„~~ Re One or More Sources~~y. 'Total 0 ~'~ " ,», Of-~'nfome~,~. o t 'u fia>~~-. i ~ " ti~~ ~ ~ i ; " ! ~, . _ rore ~r~•6 of Persons ; ;t l~r c `8. Ethnier /Race,•:- Number -,.t:e-.' cr ~r ~- ~ ~ N ~F~`~' ~ ~A''~k~`"" L Efhnip/ty ~r`~°°7~A } r a Hispanic or Latino' : d ~'$S ~.~'~a.-: r`. '~ ~"~' ~~ ~, ~ „ ~ <~: ~,~ '~ k~w "'; b. Not His anic or Latino ~=e "' ac ' 'Total 0 ~~ en`Sp t ~, rr'"~~ry~`-, ~' '~ ~~K~'' II- Race'. ~g~=r•e eral~ stst_ce `-s` ~+` F~.y+.Vb.' ~ a. African American - i°. ~~~~ ~r ~;. y ` "~~ h. t Une~~'ientsurance r >, ya.. .fn.Q,r40Yxs 't{, .~'-M4ov'~"~~ t~ - ' . .ro ir,'2v~ ,yfDent~pthersource ~-rrr, b. White: ~ Fl= ~ nlyo`~ ~` ~. a~F p o c. Other ~. ~ ~ d. Multi-Race (any 2; or ~ 71 L ~ 1~1~~'ie .~i,,.,x~a:,: more of the above) , 1~~.T~Ce3e o(Famllyancome ~~ r<r s+.~js,~a~y= `r ~`~ ' ` f ru' .a s '~ ~' - Number of Famdles~'" , . ~ . , Y te 'Total 0 ; ~r°.~O~p H$guideline„„~»L~,r,~.~3a.,,zi ; ~~.-..._ .. _...... , .: a=1r~17~'3o50°ki•"r~~t , r `° ~ t+ 2 ti a o ~ / er of Persons s Ntim 9 Educ tion Level f Adults ~5 ° ~Os7 5%'* ~~`>r L' "~ r~ ~~ ~" - ~ , l ~ eM1W«'s~~ ,~'7-e,~il y ~ ~ X'rq„`' ~ a33 ~~ Y- a 0-8 ! st'~ya Z6 ~s ~'ro'€'~F,~.gti''NFYS.Y~~ fi~ ~~ ' ° ' .0.1?lw h~wi` d.5 ~ .~`r~ b 912lrion-graduate ~ ~, c. High sch. GradJGED ~e > ;12 °~,~o,~,~b0%~ki+~ ~~^,,`-.,t~~ 6 ,~0, ,,/ d. 12+ some post secondary ~ ~ ~ 1 ,~ ~ ~15aj/°~ d overa.,~,s. rr~,~a~^ ,", -~ a' e. 2 or A yr. College, g2duates fl ~ ~~;n.r ,,,.,,~,,, °~_~.„`;f cr L.,p~'-*2'~`.To~a4 0 "Total' 0 15,s,,;;~HdUS n9,;;r.:?r`;°-e,'«, ,'~.~`x?-°'`r~~~r `:.. ,um er o ; .,amiltes„>;. 10 Other CHaraeteristics ~ ~ ;~ , ~ Numberof Persons , 7 a~'~ Owrj~ ~ r tj ~~ ~ k ~ , ~`i ~r # of Persons # Surveyed ~(~ ~, rgeM ,~'"i.`t" ~zq,, t ~~~ .,~ : - a No Health insurance : `c r~ ele~s~,~'t~} ~*;„ ~ ~'-N" .,: ~ b Disabled .. ,. 5" '"~` ` t ~i Fam!(Yr ,- :-*' g~ ;?-~ ~ TYP@?-~ ~ 1 ~ta" k`:; Number of Families ~ ,:aTaotat: ~3t~' a:~<~::SaS"~'€ z9.~~..4;.+'t.L„~.r~. 0 , , . ., t . ~ ~a Si)tgle'pareSFf/ferfiale.,~'~+~~fr ;, ., . . , 16~"~ ~,;Otber,famil characterrsfics°,x > ~NUriiberrofFainilws`."' -'s. i~Y.tatfiA K`~ ~ ~ Fx. r b , Single parenf/mai~l~>"~~ k ~, y, v 'fi s r x' ~ '~a:~ y~ F-arm~~.~-:.~- _~+#~ ~ ~,~-s .: ~ "' w ~ ,:r ~ n .3~ s s ,.,: sr4t.r. c -,Two-parentho u s e~iold ',~.~-~: 'v/' ' ' - . , ,b ~~.a Mi~n~Fennworkerp;r;,, $~ I ~ Y = ~ i •. y ~ ~ wY Yy l, ^~ LtlXit y- p` I`. d Single person J,-+~ mr~y,,~+: Y rih+Y $ vY m- a1 '{ t4Y c ~'l Seasonal Farrm+corker s~~x~y „ e .Two"aduks no~'cttfldren, ~ a» - ~ „,,?~- , ~,'.~~s~.~ ":, "_~ a:t-„`~s;~ ~. ~;i: -Y~ ~ , °~ 7.~x '"' l.' i n I n 1 i ~ ;_. ! ~ 2007 CDBG Application EOC: Senior Health Screening CITY OF ARROYO GRANDE COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM APPLICATION FOR FUNDING DURING 2007 PROGRAM YEAR 1. Name and mailing address of applicant organization, with contact pers`"Sq,rp'hohe and:~fax :: - -_, numbers, and a-mail address: ~'~, E,,,: >;_,~ ?:;', c ':_) : _ !--,' Economic Opportunity Commission of San Luis Obispo County, Inc. r _ _ Health Services Division ~ ;;. a 1030 Southwood Drive San Luis Obispo, CA 93401 ~.ITY OF !••'RGYO C ti,^,t\!','~r_ CON9C/IUtdilY Gc'~'~iC-~-R~r=t•i Program Contact: Kayla Wilburn Phone: 805-544-2498 x 21 Fax: 805-544-3649 E-mail: kwilburn@eocslo.org Authorized Representative: Elizabeth "Biz" Steinberg, Chief Executive Officer Phone: 805-544-4355 Fax: 805-549-8388 E-mail: esteinberg(a~eocslo.ore 2. Title/name/address of proposed project or program: Senior Health Screening EOC Health Services 705 Grand Avenue San Luis Obispo, CA 93401 3. Please describe the proposed project or program. Include a description of the groups who will benefit and an explanation of how they will benefit from the proposed project. The Senior Health Screening (SHS) Program provides preventive and maintenance health screening, education, and referrals at 16 senior-focused sites throughout San Luis Obispo County to approximately 625 seniors, age 50 and over, per year. The SHS team, consisting of a supervising Registered Nurse (RN) and aclerk/aide, brings equipment, supplies, and a portable data management system to each site on apre-designated and advertised day of the month. Screening includes: blood pressure, pulse monitoring, weight, hemoglobin, blood glucose, cholesterol, hemoccult (to detect Colo-rectal cancer), and flu vaccines. Educational topics include diet, exercise, lifestyle modification, reinforcement of medication compliance, identification of medical home, appropriate use of hospital emergency rooms, and bereavement issues. Referrals to other health, food, social and legal services are routinely provided. Clinics are held at local churches, senior and community centers, senior residential facilities, mobile home parks, and other locations where seniors already gather. Although medically one of the most vulnerable segments of the population, seniors are ofren reluctant or unable to go to a doctor or get advice about a physical problem or change. The provision of competent, mobile health screening services, offered in a comfortable environment by trusted staff at the neighborhood level, enhances the efficacy of the screening process. Staff promote behaviors and activities that focus on reaching and maintaining optimal health and 2007 CDBG Application EOC: Senior Health Screening stability, help identify possible health problems, and offer support and social interaction for seniors. The EOC Senior Health Screening Program is committed to ensuring that seniors have access to services which maintain their health, independence, and quality of life and to avoid premature and costly institutionalization. CDBG funding plays an essential role in continuing these vital services to our senior community. Specific SHS sites are: • First Methodist Church, 275 N. Halcyon Rd, Arroyo Grande 93420 • Parkview Manor Apartments, 365 S. Elm St, Arroyo Grande 93420 • Hagan Senior Center, 5905 East Mall, Atascadero 93422 • California Manor Apartments, 10165 EI Camino Real, Atascadero 93422 ' • St. Paul's Episcopal Church, 2700 Eton Rd, Cayucos 93430 • Cayucos Senior Center, 200 S. Ocean Ave, Cayucos 93430 • South Bay Community Center, 2180 Palisades Rd, Los Osos 93402 • Morro Bay Community Center, 1001 Kennedy Way, Morro Bay 93442 • Paso Robles Senior Center, 270 Scott Rd, Paso Robles 93448 • St. Paul's Catholic Church, 800 Belio St, Pismo Beach 93449 • Central Coast Community Center, 1580 Railroad Rd, Oceano 93445 • Oak Park Christian Church, 386 North Oak Park Blvd, Grover Beach 93433 • SLO Senior Center, 1445 Santa Rosa St, San Luis Obispo 9340] • Judson Terrace. 3000 Augustine St, San Luis Obispo 93401 • Anderson apartments, 955 Monterey St, San Luis Obispo 93401 • Work Training Program, 2050 Parker St, San Luis Obispo 93401 • Senior Center, 2201 Eighth St, Santa Margarita 93453 Project milestones include: 100% of 625 seniors who attend a SHS clinic will receive one or more screening tests (approximately 4,900) and appropriate education. 100% of clients with approximately 1,763 abnormal test results and serious health conditions will receive appropriate referrals for care or treatment. At least 390 referrals will be given to seniors for follow-up care or treatment. (Not every abnormal result requires a refenal; many require education and counseling by the nurse on lifestyle modification to remedy the abnormal results. The progress is then monitored in subsequent visits.) 4. Total amount of CDBG funds requested: $9,000 Please identify the jurisdictions to which you are applying: City of Arroyo Grande: $3,500 City of Paso Robles: $2,500 City of Atascadero: $3,000 City of San Luis Obispo: City of Grover Beach: County of San Luis Obispo: County wide: 2007 CDBG Application EOC: Senior Health Screening 5. Please describe the budget for the proposed projector program. Itemize all sources of funding expected to be available and used for this project. a. Revenues: 1. CDBG funds requested $ 9,000 2. Other Federal funds (please describe below) $ 3. State sources (please describe below) $ 4. Local sources (please describe below) $28,100 5. Other funds (please describe below) $31,281 Total Revenues $68,381 b. Expenditures: List below by item or cost category. 1. Personnel expenses $48,419 2. Operating expenses $14,897 3. Indirect costs @ 8% $ 5,065 Total Expenses $68,381 c. How do you plan to fund the operation and maintenance costs (if any) associated with this project? Are these funds available now? If not, when will they be available? And from what source(s)? All funds received are earmarked general operating support for the Senior Health Screening Program. 5(d) details the funding sources for the program. d. Will CDBG funds be used to match leverage other funds? List below funding sources and amounts and identify award dates of these sources. CDBG support of Senior Health Screening will be used to leverage other funding sources including public, private foundations and individual donations. CDBG -Arroyo Grande CDBG - Atascadero CDBG -Paso Robles CDBG -Pismo Beach CDBG - SLO County of SLO PacifiCare PacifiCare Catholic Healthcare West St. Bamabas Donation Patient fees Donations $ 3,500 Pending application approval $ 3,000 Pending application approval $ 2,500 Pending application approval $ 1,500 Award date: 8/10/06 $ 3,000 Award date: 7/25/06 $23,600 Award date: 8/25/06 $ 8,905 Deferred from 5/06 $1 0,000 Pending application approval $ 5,900 Pending application approval $ 1,100 Awazd date: 10/23/06 $ 600 As collected $ 4,776 As collected 2007 CDBG Application EOC: Senior Health Screening 6. Does the proposed project or activity meet one of the three national objectives of the CDBG program? Please check one of the objectives below that applies to the proposal, and explain how the project or activity meets that national objective. a. X Benefits low- and moderate-income persons as defined by the U.S. Department of Housing and Urban Development (HUD). 7. If the project or program is designed to meet the national objective of providing benefit to low- and moderate-income persons, please estimate the number of persons (or households) to benefit from the project and break that estimate down by income group as follows: a. Total number of persons or households who will benefit from the project or program (regardless of income group): 625 Persons b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 250 Persons c. Of the total number of persons or households entered above, how many will be very low-income (earning 50% or less of the County median-income)? 375 Persons 8. Please provide the following information regarding the number of persons/households who will directly benefit from the funding requested in this application. a. Total number of persons or households who will directly benefit from the CDBG funds (regardless of income group): 625 Persons b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 250 Persons c. Of the total number of persons or households entered above, how many will be very low-income (earning 50% or less of the County median-income)? 375 Persons 2007 CDBG Application 9. Who are the clients of your organization? EOC: Senior Health Screening Senior Health Screening's primary target populations are Medi-Cal and Medicare recipients, the working poor, low-income residents, and other vulnerable adults throughout San Luis Obispo County. Clients include battered spouses, the severely disabled, migrant farm workers, and non- English-speaking individuals. 10. How do you currently collect demographic data on the beneficiaries of the proposed project or program? At the first visit of every calendar year, an information and demographics card is completed for each SHS client. The data includes: gender, age, ethnicity/race, education level, family size, level and source of monthly income, health insurance, disability, and homeowner or rental status. This data is entered into a portable computer system taken to each site. Data requested conforms to the California Department of Community Services and Development Data-Client Characteristics Report which is used to report demographic information semi-annually to the State (see attached Exhibit B). 11. How do you currently document income status of each client? As part of the intake process in each EOC program, client income status is determined using the federal poverty guidelines. Information is recorded in the portable computer data system. 12. How will the clients benefit from this project? In light of the current climate of increasing health care costs and high cost of living on the Central Coast, combined with a drastic reduction of health care providers, the regularity of SHS clinics is one of the best forms of preventive health services available to county seniors. Increased access to health maintenance and early identification of problems not only promotes independence and quality of life, it also helps delay or avoid costly hospitalization or care. Additionally, clients are empowered by the ability to advocate for their own health care. Such access enables this growing population to weather the local health care crisis without experiencing financial ruin or neglecting a serious health condition. These factors make SHS' reliable and cost-effective services more critical than ever for this target population. 13. Will the services offered by your organization increase or expand as a result of the CDBG assistance? a. What new programs and/or services will be provided? Because of reductions in funding in recent years, SHS has had to decrease the number of staff and hours of service. This has resulted in the elimination of three senior health screening clinics, 2007 CDBG Application EOC: Senior Health Screening and reduced the capability to screen as many senior clients at some clinic sites. Therefore, CDBG funds will be used to maintain current service levels. If adequate funding becomes available, however, an additional 12N, glaucoma screenings, and three screening sites would be added. b. Describe how existing programs and/or services will be expanded and what percentage of an increase is expected? CDBG funds will be used to maintain current service levels. 14. Check any of the following eligible activity categories that apply to the proposed project or program: X Public services 15. Describe the need and the degree of urgency for the proposed project or program. What would be the consequences if the proposed project or program is not funded in the next year? San Luis Obispo County is a popular retirement community and the senior population has increased by 28% between 1980 and 2000. Numbering almost 57,000 in 2000, seniors comprised ] 5.4% of our county's population (U.S. Census). Of seniors age 60 and over, more than 3,000 live at or below the poverty level and another 5,000 are considered low and very low-income. The delivery of affordable quality health care is a serious need for local seniors living on fixed incomes. Due to the current shortage of county physicians, many seniors do not have a regular physician or, if they do, they are unable to be seen in a timely manner for conditions or concerns that may arise. Many have limited options as to where they can ask questions about their health, and medical problems can develop suddenly, thereby burdening our county's emergency services. When seniors are poor, non-English speaking, or geographically or culturally isolated, access to health care becomes more difficult for them and their families. Seniors who lack transportation and access to affordable health care remain at risk for undetected health hazards or even life- threatening conditions. Basic health screening, education, and preventive care are critical to the physical, mental and social well-being of our senior citizens, and SHS provides such care through early detection and education. Without CDBG support, EOC's ability to maintain the level of these essential services for county residents would be severely compromised. 16. Please describe the specific organizational method used to implement the proposed project or program (single or multiple groups, public agency, non-profit, for-profit, experience in operating similar programs, etc.): 6 2007 CDBG Application EOC: Senior Health Screening Since 1972, EOC Health Services has operated the only Senior Health Screening Program throughout San Luis Obispo County. The EOC Health Services Associate Director oversees the program staff consisting of a supervising RN and part time clerk/aide. Senior Health Screening enjoys long-standing and productive relationships with city and county governments, private agencies, and community coalitions. SHS is a primary source of referrals to and from the County Home Health Program, Health Department, Drug and Alcohol Services, Mental Health, and Social Services. Some of the collaborative partners that help coordinate services and resources and cross refer for patient services include: Longs Pharmacy, Area Agency on Aging's "Vial of Life" program, SLO County Library, HealthPlus Pharmacy, American Heart Association, and the Senior Nutrition Program. Churches, senior centers, low-income housing sites, and community centers provide free space for screenings. Senior Health Screening also collaborates with volunteer hearing and vision professionals to provide specialized services, as well as the Braille Mobile Van, SLONET Low Vision and Hospice Partners. Senior Health Screening has a regular presence at area street fairs, health fairs and other community events. Additionally, program staff serve on local committees in order to expand networking and collaboration. / certify shat the information in this application is n•ue and accurate to the best o(my knoH~ledge and ability,. -~ - ~i ~ ~~~-... li L'/~'~ ' `~-~'L' ~. r~n~ ~ ~ ~ October 30, 2006 L '7 Elizabet "Biz" Steinberg" ~ Chief Executive Officer State of California Department of Community Services and Development CSBG Programmatic Data-Client Characteristic Report Annual EXHIBIT B CSD 295-CCR (Rev. 04105) Please use the CSD 295 -Client Characteristic Report Instructions and Helpful Hints document to complete this form. 1 Contractor Name: Contract #: Prepared By (print name/title): Report Period: Demographic data should be collected on ALL clients receiving services under any program administered by the designated Community Action Agency. Yellow Highlighted Secfions represent demographicssollected on'tNDIVIDUALS . '" ~ :~ 2 Total unduplicated'number of persons about whom onebr more characteristics were obtained 3 Total unduplicated number of persons about whom no'dharacteristics were obtained Bfue HrghGghted Sections represent demogwphlcs collected ohFAM1LES r. ~:'~ , r •` t x = '4^ Total~unduphcated number of fam0les about whom one or more charactenstlcs were obtained ~ ' tr~~ io;bharacteristics were t f' fa s about who bt lned - 5 T i und lic d b d up a e jnum ero . „ o al .o a ,, m le Rtr ~ K .. - =6. Gender "": .. ,;`:. : '~ ,NUmber;ofPersons• ~ ~j1f2.'~~c:eF.arhll Stze- z ~ _ "' ' „.~~..,. ,.r_. ,~., ~, "^ . Niimber,of.Famllies . . a. Male ~ "~' ~ ei ~ 'v-~ is ~*~ ,~~` :x, ~ ~'v'' ,aµ b. Female ~ , , , c ~ , ,fir Z Twx=t'l:~`' ~ ~ 's~:' [ , r'~ n~'s ` `~:. - •Totaf 0 .'c'am", y~r"-Tliree ~u~,~ ~',., =r, '~ t 7 Age' ;:: Fouru' I~ ~ ~n fC " ~ :Number ofPersons -,d ~ ~,~x ~ ~ i ~ ,, ~~ ~ a. 0 5 -Five~~33~"'~`s` rrr ' ~ n:.r li, ie ~-r`.~+ 1 ±±±~~~ ~,'> ~ Y° ~ ~ c. 2-17 - ~; ~ ~., ,'49~ 'rte ~' { r, r:; - ? d. 18-23 K' bto,: ~~~>3„.r,~i,~3 z.~:~nr v. :h'~Eg~ ~ ' e. 24-44 ., um o ~7e:: `'rX-~r"' - s~:'~` ~."'To f. 45-54 thin 7h ='I- 13r~,,,', Source df Famlly_1ncome;,,,;M err ,_ um, er o ,amt tes g. 55-69 ~ a U ~u`plicated # bf ~aml0es ~ *r~-" z ~ 'r~ ~ Y~ r h. 70+ r.~ ~" '^ 9{-0pe or M'oie Sou ce ~ z K `i i`"` ~~" Total r rr.. ¢ ~§.; ~. .'4 i 0 z-3 .u.i,Of y},~`• ~ ;rrt ~ xN .,r Y ~.:.. .. _ .._ ~.: L ~ css~'se~E ~ 8. EthnicitylRace". ~ "~ . ' - Number of Persons ,-b w '`No tnaemea ~'- 4t t„ ~'' !. Ethnicity i ti Hi o L - ~ `ta,--~,~~7?~F~t».x~ ~ ~,.'~,r,F,,='-u.1~}-a,.,`~r{. .~.s<.~.-v ~ ; r 'dam SS span a. c r a no . b. Not Hispanic or Latino 'Total ~ ~,~; A _ ~~ s.'e~'~ csS~ociabSecunCy.1~~,t, ~y ^ ~~~2 ~ 0 kf:- ~ enS ~ ~` ~.T a~'~~..-'~.:.,~s~ ; „ 11. Race ,~~ .~ s sta ce"~ "'~~'r """' ` a. African American b. White ~ ~ ~h~~nemp~oy~e~nt3nsu e ~' ru. ~~, ~i`'t~iEm enf~+r`othersource~~~`~.; c. Other ~y ~~p~~ _r~,~~~ ~ ` « ` f / d. Multi-Race (any 2 or "k ~C Ihar;~sr;.a! ?~ ~ ,u s..~,. ` moreditheabove) _ `14:~"LevelafFaml~lncomea'~~tz~ zs ~ r f s. }t ~ ~ ~z^^p ,,~ rx ~'~" ~~ ~~a Number of Famd~es •"' : u ~ 'Total FIHS g ideline ~:~'~x, z.v <.. .. +.::... , .°,... .....'.,.. 0 .' ~.,~ ~~%of 9 Education Level of Adults 'a ~e"' 41713 50% ~~ c .~,+-. ~ ' Number of Persons yi+ l i `~ b }9 ~ro ~ ~~ ' r + ... c r< a. 0 8 '. - yr~ ~ +,~ .x rv < ~ w~~}759 ~• ; C V y. s sr>> r A ~'c xe ~;6~,a.7.6°ak~1"e~ 00°/"/~r ro'i ~rs.i^r{'s in~ ~ ~ b. 9-12/non-graduate: < ~;d' ,~~,0..°Jo y,~~i~'"`~''~'~ 1~25°k`~ c. High sch. Grad./GED. ~ >~e ,tx ~, , 0~;1~50~e ~k,.ywt~ v N ~~,, ,;. ` d. 12+ some post secondary rf= , ~ f„~5~,°„~an~d.n=oven ~~,p, ~,Y;~s~'~ "K`yNZ "''Y !ivM W e. 2 or 4 yr. College graduates =;`,.t,+~~,;,,,`~~~,b lD.,.I,':,";l.`Total: 0 "Total. 0 ~, 15 ,,,~?,HOyging ~7``~; ~,~ „, ,;;,~-~,,; ~;'~'z, ,,, um ero :Families „~,;,. 10: Other Characteristics '•;.:.. ~ „~ "Number of Persons ~;'a'xc~""t)wri~~. ~ ~°?r'"`'wr,~n ~%' ~s~t ~ . , 1 +1 f 1 1 T' a , 3 f. S. C .k 5. #ofPersons gSurveyed rib{s ~rR~~~hy'~~}rjt"*~~)! yak°~t.~- a No Health insurance . t C F~Ine`~ess tyvt .,~-,~~ ~ s ~ Mix ; r"" ^~ ~ , , t «r;+'~ ,~;~ b Disabled '~ "d r~`r Otlier„~ ' 0 mili t l' b f •• ''~'~`"} ri""'T ~ "`} ~'~+'~>~~' "+ ~ "" "~ it Famil :~ ~4 ~... ..,..y~sTyPeSt'....~rR . .:,„~,.- a........` es o a : Num eno .Fa .,, f ~ r f, .-... ...... .. r ,....-. ,.. A.... ..1ts.. _..aus , sFaa. ;SGz... , a'' Single parent/female`,.;`~'~`~+': - ~ ' ` ' 76`5 ~Qth~ifamd charadenstics`' ~Numbe[ofF.ainilies"' r hr tr-rJS - s , v- a ~ k : Single paren°Vma e° , ~ tya,.. '~. ~K ~p~~~~u~ ~ Ait~ ~a'~r ~FartnerT„~ ~'S~*t'k '„ '~~ ~~ ~ ' ~ ' i n ~ ' ~ ° . c Two- rent house d a s , rriworlteg - a ikFa~r b ~w MlgY ~ x - d ;Single per~onh~->~~,~x~ ~` ~ , x' ~ ' c #~ .~Seasona~~Farmworke[~ ~' ~, ~ ~ '~ " ' ~ r y Two adults~,~p~~no'chi dren e l ~` 5 3 S S'4 '~/~. t`'"~~x..'fr - f Other 4,rr: `~ ~~- t ' ' "~ _ ` "° ~ 't '~~ '~t w:~, ~ ;~^~~'° ":~' ~ ' 'r -~. ,' r8 ~+ } rfy~ A Lt k "41. {..iJ's !4 4 ,y ~y`4 $v h t t ? a r ~ 't"` S -~;»5~~ `'! f ~F ~u ~:~'~+ a ~ Y '~: s'r~ [ Y~J' ~ va v, '3 '+. ~~ '•*Total ` r A ~^~ f ~ "^ $ *~ ~'qx~ ~ `~'! tCµ e "''d r 5 ,~ ~! 0 «' , x ~, ~ *~,-~~ ,k a'~ / ;-r. s.~ r~,a 7F a( x:,v. i s,-s ~ ..: .~'~ 3wr.,u 3 6,,y-.. r '?~.r. .. -''~ 2007 CDBG Application EOC: Senior Health Screening CITY OF ARROYO GRANDE COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM APPLICATION FOR FUNDING DURING 2007 PROGRAM YEAR 1. Name and mailing address of applicant organization, with contact person, phone and fax numbers, and a-mail address: Economic Opportunity Commission of San Luis Obispo County, Inc. Health Services Division 1030 Southwood Drive San Luis Obispo, CA 93401 Program Contact: Kayla Wilburn Phone: 805-544-2498 x 21 Fax: 805-544-3649 E-mail: kwilburn@eocslo.org Authorized Representative: Elizabeth "Biz" Steinberg, Chief Executive Officer Phone: 805-544-4355 Fax: 805-549-8388 E-mail: esteinberena eocslo.ore 2. Title/name/address of proposed project or program: Senior Health Screening EOC Health Services 705 Grand Avenue San Luis Obispo, CA 93401 3. Please describe the proposed project or program. Include a description of the groups who will benefit and an explanation of how they will benefit from the proposed project. The Senior Health Screening (SHS) Program provides preventive and maintenance health screening, education, and referrals at 16 senior-focused sites throughout San Luis Obispo County to approximately 625 seniors, age 50 and over, per year. The SHS team, consisting of a supervising Registered Nurse (RN) and aclerk/aide, brings equipment, supplies, and a portable data management system to each site on apre-designated and advertised day of the month. Screening includes: blood pressure, pulse monitoring, weight, hemoglobin, blood glucose, cholesterol, hemoccult (to detect colo-rectal cancer), and flu vaccines. Educational topics include diet, exercise, lifestyle modification, reinforcement of medication compliance, identification of medical home, appropriate use of hospital emergency rooms, and bereavement issues. Referrals to outer health, food, social and legal services are routinely provided. Clinics are held at local churches, senior and community centers, senior residential facilities, mobile home parks, and other locations where seniors already gather. Although medically one of the most vulnerable segments of the population, seniors are often reluctant or unable to go to a doctor or get advice about a physical problem or change. The provision of competent, mobile health screening services, offered in a comfortable environment by trusted staff at the neighborhood level, enhances the efficacy of the screening process. Staff promote behaviors and activities that focus on reaching and maintaining optimal health and 2007 CDBG Application EOC: Senior Health Screening stability, help identify possible health problems, and offer support and social interaction for seniors. The EOC Senior Health Screening Program is committed to ensuring that seniors have access to services which maintain their health, independence, and quality of life and to avoid premature and costly institutionalization. CDBG funding plays an essential role in continuing these vital services to our senior community. Specific SHS sites are: • First Methodist Church, 275 N. Halcyon Rd, Arroyo Grande 93420 • Parkview Manor Apartments, 365 S. Elm St, Arroyo Grande 93420 • Hagan Senior Center, 5905 East Mall, Atascadero 93422 • California Manor Apartments, 10165 EI Camino Real, Atascadero 93422 • St. Paul's Episcopal Church, 2700 Eton Rd, Cayucos 93430 • Cayucos Senior Center, 200 S. Ocean Ave, Cayucos 93430 • South Bay Community Center, 2180 Palisades Rd, Los Osos 93402 • Morro Bay Community Center, 1001 Kennedy Way, Morro Bay 93442 • Paso Robles Senior Center, 270 Scott Rd, Paso Robles 93448 • St. Paul's Catholic Church, 800 Bello St, Pismo Beach 93449 • Central Coast Community Center, 1580 Railroad Rd, Oceano 93445 • Oak Park Christian Church, 386 North Oak Park Blvd, Grover Beach 93433 • SLO Senior Center, 1445 Santa Rosa St, San Luis Obispo 93401 • Judson Terrace, 3000 Augustine St, San Luis Obispo 93401 • Anderson apartments, 955 Monterey St, San Luis Obispo 93401 • Work Training Program, 2050 Pazker St, San Luis Obispo 93401 • Senior Center, 2201 Eighth St, Santa Margazita 93453 Project milestones include: 100% of 625 seniors who attend a SHS clinic will receive one or more screening tests (approximately 4,900) and appropriate education. 100% of clients with approximately 1,763 abnormal test results and serious health conditions will receive appropriate referrals for care or treatment. At least 390 referrals will be given to seniors for follow-up care or treatment. (Not every abnormal result requires a referral; many require education and counseling by the nurse on lifestyle modification to remedy the abnormal results. The progress is then monitored in subsequent visits.) -4. Total amount of CDBG funds requested: $9.000 Please identify the jurisdictions to which you are applying: City of Arroyo Grande: $3 500 City of Paso Robles: $2,500 City of Atascadero: $3,000 City of San Luis Obispo: City of Grover Beach: County of San Luis Obispo: County wide: 2007 CDBG Application EOC: Senior Health Screening 5. Please describe the budget for the proposed projector program. Itemize all sources of funding expected to be available and used for this project. a. Revenues• 1. CDBG funds requested $ 9,000 2. Other Federal funds (please describe below) $ 3. State sources (please describe below) $ 4. Local sources (please describe below) $28,100 5. Other funds (please describe below) $31,281 Total Revenues $68,381 b. Exaenditures: List below by item or cost category. 1. Personnel expenses $48,419 2. Operating expenses $14,897 3. Indirect costs @ 8% $ 5,065 Total Expenses $68,381 c. How do you plan to fund the operation and maintenance costs (if any) associated with this project? Are these funds available now? If not, when will they be available? And from what source(s)? All funds received are earmarked general operating support for the Senior Health Screening Program. 5(d) details the funding sources for the program. d. Will CDBG funds be used to match/leverage other funds? List below funding sources and amounts and identify award dates of these sources. CDBG support of Senior Health Screening will be used to leverage other funding sources including public, private foundations and individual donations. CDBG -Arroyo Grande CDBG - Atascadero CDBG -Paso Robles CDBG -Pismo Beach CDBG - SLO County of SLO PacifiCare PacifiCare Catholic Healthcare West St. Barnabas Donation Patient fees Donations $ 3,500 Pending application approval $ 3,000 Pending application approval $ 2,500 Pending application approval $ 1,500 Award date: 8/10/06 $ 3,000 Award date: 7/25/06 $23,600 Award date: 8/25/06 $ 8,905 Deferred from 5/06 $10,000 Pending application approval $ 5,900 Pending application approval $ 1,100 Awazd date: 10/23/06 $ 600 As collected $ 4,776 As collected 3 2007 CDBG Application EOC: Senior Health Screening 6. Does the proposed project or activity meet one of the three national objectives of the CDBG program? Please check one of the objectives below that applies to the proposal, and explain how the project or activity meets that national objective. a. X Benefits low- and moderate-income persons as defined by the U.S. Department of Housing and Urban Development (HUD). 7. If the project or program is designed to meet the national objective of providing benefit to low- and moderate-income persons, please estimate the number of persons (or households) to beneftt from the project and break that estimate down by income group as follows: a. Total number of persons or households who will benefit from the project or program (regardless of income group): 625 Persons b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 250 Persons c. Of the total number of persons or households entered above, how many will be very low-income (earning 50% or less of the County median-income)? 375 Persons 8. Please provide the following information regarding the number of persons/households who will directly benefit from the funding requested in this application. a. Total number of persons or households who will directly benefit from the CDBG funds (regardless of income group): 625 Persons b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 250 Persons c. Of the total number of persons or households entered above, how many will be velYtow-income (earning 50% or less of the County median-income)? 375 Persons 2007 CDBG Application 9. Who are the clients of your organization? EOC: Senior Health Screening Senior Health Screening's primary target populations are Medi-Cal and Medicare recipients, the working poor, low-income residents, and other vulnerable adults throughout San Luis Obispo County. Clients include battered spouses, the severely disabled, migrant farm workers, and non- English-speaking individuals. 10. Ho~v do you currently collect demographic data on the beneficiaries of the proposed project or program? At the first visit of every calendar year, an information and demographics card is completed for each SHS client. The data includes: gender, age, ethnicity/race, education level, family size, level and source of monthly income, health insurance, disability, and homeowner or rental status. This data is entered into a portable computer system taken to each site. Data requested conforms to the California Department of Community Services and Development Data-Client Characteristics Report which is used to report demographic information semi-annually to the State (see attached Exhibit B). 11. How do you currently document income status of each client? As part of the intake process in each EOC program, client income status is determined using the federal poverty guidelines. Information is recorded in the portable computer data system. 12. How will the clients benefit from this project? In light of the current climate of increasing health care costs and high cost of living on the Central Coast, combined with a drastic reduction of health care providers, the regularity of SHS clinics is one of the best forms of preventive health services available to county seniors. Increased access to health maintenance and early identification of problems not only promotes independence and quality of life, it also helps delay or avoid costly hospitalization or care. Additionally, clients are empowered by the ability to advocate for their own health care. Such access enables this growing population to weather the local health care crisis without experiencing financial ruin or neglecting a serious health condition. These factors make SHS' reliable and cost-effective services more critical than ever for this target population. 13. Will the services offered by your organization increase or expand as a result of the CDBG assistance? a. What new programs and/or services will be provided? Because of reductions in funding in recent yeazs, SHS has had to decrease the number of staff and hours of service. This has resulted in the elimination of three senior health screening clinics, 2007 CDBG Application EOC: Senior Heath Screening and reduced the capability to screen as many senior clients at some clinic sites. Therefore, CDBG funds will be used to maintain current service levels. If adequate funding becomes available, however, an additional RN, glaucoma screenings, and three screening sites would be added. b. Describe how existing programs and/or sen~ices will be expanded and what percentage of an increase is expected? CDBG funds will be used to maintain current service levels. 14. Check any of the following eligible activity categories that apply to the proposed project or program: X Public services 15. Describe the need and the degree of urgency for the proposed project or program. What would be the consequences if the proposed project or program is not funded in the next year? San Luis Obispo County is a populaz retirement community and the senior population has increased by 28% between 1980 and 2000. Numbering almost 57,000 in 2000, seniors comprised 15.4% of our county's population (U.S. Census). Of seniors age 60 and over, more than 3,000 live at or below the poverty level and another 5,000 are considered low and very low-income. The delivery of affordable quality health care is a serious need for local seniors living on fixed incomes. Due to the current shortage of county physicians, many seniors do not have a regulaz physician or, if they do, they are unable to be seen in a timely manner for conditions or concerns that may arise. Many have limited options as to where they can ask questions about their health, and medical problems can develop suddenly, thereby burdening our county's emergency services. When seniors are poor, non-English speaking, or geographically or culturally isolated, access to health care becomes more difficult for them and their families. Seniors who lack transportation and access to affordable health care remain at risk for undetected health hazards or even life- threatening conditions. Basic health screening, education, and preventive care are critical to the physical, mental and social well-being of our senior citizens, and SHS provides such care through eazly detection and education. Without CDBG support, EOC's ability to maintain the level of these essential services for county residents would be severely compromised. 16. Please describe the specific organizational method used to implement the proposed project or program (single or multiple groups, public agency, non-profit, for-profit, experience in operating similar programs, etc.): 2007 CDBG Application EOC: Senior Health Screening Since 1972, EOC Health Services has operated the only Senior Health Screening Program throughout San Luis Obispo County. The EOC Health Services Associate Director oversees the program staff consisting of a supervising RN and part time clerk/aide. Senior Health Screening enjoys long-standing and productive relationships with city and county governments, private agencies, and community coalitions. SHS is a primary source of referrals to and from the County Home Health Program, Health Department, Drug and Alcohol Services, Mental Health, and Social Services. Some of the collaborative partners that help coordinate services and resources and cross refer for patient services include: Longs Phannacy, Area Agency on Aging's "Vial of Life" program, SLO County Library, HealthPlus Phannacy, American Heart Association, and the Senior Nutrition Program. Churches, senior centers, low-income housing sites, and community centers provide free space for screenings. Senior Health Screening also collaborates with volunteer hearing and vision professionals to provide specialized services, as well as the Braille Mobile Van, SLONET Low Vision and Hospice Partners. Senior Health Screening has a regular presence at area street fairs, health fairs and other community events. Additionally, program staff serve on local committees in order to expand networking and collaboration. 1 certify shat the iiaforn~ation in this application is true and accurate to the best of my knoN~ledge and abili~. ~~~ ~~?~~`''~~~~ ~~ ,~~~ ,~~ ,A October 30, 2006 Elizabet "Biz'' Steinberg Chief Executive Officer fete this 4orm~ EY'lIIBITH B sul Hints a°`u ontract # mP nd peveb ReP°n hnnual G Ices a sGc ReP°n tnsUUCtlons and ReP°d period'. .t GaGtor community gerv t Charycten d by the dest9nated invent Ot aGc pala-Cl1en cteristic ro9ram inistere Zg5-CCR ~Re th 295 -Client Ghara adm pro9ramm ~ 041051 SeNlces Dnder any P e c5D please use en Name: is teceivin9 P9 cy ctor tint nameltitlel'~ - - d °n pLL clien rrruNty Action Gontra Gcm D~pLS, prepared 6Y (D uld be collecte ., p IND1t~ ere pblalned Demographic data sho _~ont demo9raPhlcone~oemo a +a swe etDbtaned .... , k t f Or~iGl~~~~r°~ 2007 CDBG Application EOC: Forty Wonderful Program CITY OF ARROYO GRANDE COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM APPLICATION FOR FUNDING DURING 2007 PROGRAM YEAR 1. Name and mailing address of applicant organization, with contact person-np~honegnd f~x <<i_, _ _ _ numbers, and a-mail address: ~~ ~ ~ `_ ~' ~_ , Economic Opportunity Commission of San Luis Obispo County, Inc. Health Services Division ••~ • ' - ., .. . 1030 Southwood Drive CITY ~,~ ,4;;i:,(`.,' .~ ~,rc ".t ~r.~ San Luis Obispo, CA 93401 rOil9ivlt,<<~. " pit ~~~'ril_irl,i~lti: Program Contact: Raye Fleming Phone: 805-544-2498 Fax: 805-544-3649 E-mail: rfleming@eocslo.org Authorized Representative: Elizabeth "Biz" Steinberg, Chief Executive Officer Phone: 805-544-4355 Fax: 805-549-8388 E-mail: esteinbere(c~eocslo.org 2. Title/name/address of proposed project or program: Forty Wonderful Program EOC Health Services 705 Grand Avenue San Luis Obispo, CA 93401 3. Please describe the proposed projector program. Include a description of the groups who will benefit and an explanation of how they will beneTit from the proposed project. The purpose of the Forty Wonderful Program is to improve access to medical services, promote early detection and intervention of chronic diseases, and reduce mortality for primarily low- income, uninsured and underinsured women, ages 40 and over. Forty Wonderful provides menopausal women with preventive health screening and education, including: Pap smears, reproductive health exams; clinical breast exams; access to free mammograms; hormone replacement therapy (HRT); cardiovascular risk assessment; colo-rectal screening; and appropriate medical referrals. Education materials and counseling are also provided on specific health concerns for this population, including osteoporosis; breast health; cervical cancer; menopause; HRT; cardiovascular risk; and arteriosclerosis. Women who have not had a baseline mammogram are educated and subsidized regarding follow-up screening and care. Women who need annual mammograms, according to American Cancer Society guidelines, are subsidized as well. Weekend screening days occur semi-annually to enhance access when funding and reimbursement allow. A sliding fee scale is based on the patient's income; however, no one is turned away due to inability to pay for services. 2007 CDBG Application EOC: Forty Wonderful Program Project sites: • EOC Heath Services, 705 Grand Ave., San Luis Obispo 93401 • EOC Health Services, 1152 East Grand Ave., Arroyo Grande 93422 Project milestones: • 175 women, age 40 and over, will receive subsidized screening services at two EOCHS clinics per year. • 100% of women will be referred for annual mammography to detect breast cancer as early as possible. • 100% of women with abnormal results will be referzed for appropriate medical care. • 100% of women with abnormal results will be case managed through the treatment process. 4. Total amount of CDBG funds requested: $3 000 Please identify,thejurisdiction(s) to which you are applying: City of Arroyo Grande: $3.000 City of Paso Robles: City of Atascadero: City of San Luis Obispo: City of Grover Beach: County of San Luis Obispo: County wide: 5. Please describe the budget for the proposed project or program. Itemize all sources of funding expected to be available and used for this project. a. Revenues: 1. CDBG funds requested $ 3,000 2. Other Federal funds (please describe below) $18,500 3. State sources (please describe below) $ 4. Local sources (please describe below) $15,210 5. Other funds (please describe below) $15,931 Total Revenues $52,641 b. Expenditures : List below by item or cost category. 1. Personnel expenses $34,600 2. Operating expenses $14,140 3. Indirect costs @ 8% $ 3,901 Total Expenditures $52,641 2 2007 CDBG Application EOC: Forty Wonderful Program c. How do you plan to fund the operation and maintenance costs (if any) associated with this project? Are these funds available now? If not, when will they be available? And from what source(s)? All funds received are earmarked for general operating support for the Forty Wonderful Program. d. Will CDBG funds be used to match/leverage other funds? List below funding sources and amounts and identify award dates of these sources. CDBG support of Forty Wonderful will be used to leverage other funding sources including public agencies, foundations, and the private sector. EOC staff continues to identify potential new funding opportunities to support this safety net program. CDBG -Arroyo Grande Cancer Detection Program (Federal) CDBG -Paso Robles CDBG - Atascadero CDBG -Grover Beach CDBG -Pismo Beach Grants-in-Aid - SLO Community Program Funds Morro Bay County of SLO SLO County Rotary Clubs (8) Patient fees Donations $ 3,000 Pending application approval $18,500 Award date: 7/1/06 $ 1,500 Award date: 7/1/06 $ 1,500 Award date: 7/1/06 $ 1,300 Award date: 7/1/06 $ 1,500 Award date: 7/1/06 $ 2,500 Award date: 7/1/06 $ 810 Award date: 7/1/06 $ 6,100 Award date: 7/1/06 $1 2,000 Award date: Varies $ 3,400 As collected $ 531 As collected 6. Does the proposed project or activity meet one of the three national objectives of the CDBG program? Please check one of the objectives below that applies to the proposal, and explain how the project or activity meets that national objective. a. X Benefits low- and moderate-income persons as defined by the U.S. Department of Housing and Urban Development (HUD). 7. If the project or program is designed to meet the national objective of providing benefit to low- and moderate-income persons, please estimate the number of persons (or households) to benefit from the project and break that estimate down by income group as follows: a. Total number of persons or households who will benefit from the project or program (regardless of income group): 175 Persons 2007 CDBG-Application EOC: Forty Wonderful Program b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 62 Persons c. Of the total number of persons or households entered above, how many will be very low-income (earning 50% or less of the County median-income)? 113 Persons 8. Please provide the following information regarding the number of persons/households who will directly benefit from the funding requested in this application. a. Total number of persons or households who will directly benefit from the CDBG funds (regardless of income group): 175 Persons b. Of the total number of persons or households entered above, how many will be low-income (earning 51 %.- 80% or less of the County median-income)? 62 Persons c. Of the total number of persons or households entered above, how many will be very low-income (earning 50% or less of the County median-income)? 113 Persons 9. Who are the clients of your organization? The Forty Wonderful Program serves women, 40 and over, throughout San Luis Obispo County. The target population includes Medi-Cal recipients, Latinas, the uninsured and underinsured, the working poor, and other low-income women. 10. How do you currently collect demographic data on the beneficiaries of the proposed project or program? Client demographic data is tracked through the "Practice Management System", collected upon the initial visit and updated at each subsequent visit. Data collected includes: gender, age, ethnicity/race, education level, family type, family size, source of income, level of income, and housing status. Data requested conforms to the California Department of Community Services and Development Data-Client Characteristics Report which is used to report the demographic information semi-annually to the State (see attached Exhibit B). 4 2007 CDBG Application EOC: Forty Wonderful Program I1. Ho~v do you currently document income status of each client? As part of the intake process in each EOC program, client income status is determined using the federal poverty guidelines. 12. How will the clients benefit from this project? EOC Health Services is the only clinic in the county tha! prorides free menopausal services for ia~omen in need. Forty Wonderful fills a large void in preventive health care so that low-income women in this vulnerable age group can access medical care before a serious and potentially life- threatening condition occurs. And with fewer medical facilities and fewer physicians, which result in a population with even fewer health-care options, these services become a critical safety net. Early detection and prevention not only reduce the mortality rates of cancer and chronic diseases, they are also relatively inexpensive compared to the costs of an advanced disease. With routine Pap test screening, 73% of all cervical cancers are diagnosed in the earliest, curable stages. Breast cancer screening and early detection and treatment of noninvasive carcinomas in the early stages of invasive carcinoma often prevent metastasis. Appropriate HRT helps prevent osteoporosis which affects 20 million people in the United States each year, with costs of hip fractures alone at $600 million annually. So it is imperative that these services are available and affordable to non- contracepting women in the county. Further, many of the women in this population are part of the "sandwich generation"; they are caring for elderly parents as well as their own children. With these additional responsibilities, their personal health issues often become a lower priority as they put family needs ahead of their own. 13. Will the services offered by your organization increase or expand as a result of the CDBG assistance? a. What new programs and/or services will be provided? CDBG funds will be used to maintain current service levels. b. Describe how existing programs and/or services will be expanded and what percentage of an increase is expected? CDBG funds will be used to maintain current service levels. 14. Check any of the following eligible activity categories that apply to the proposed project or program: (Refer to CDBG regulations and the Guide to Elieible CDBG Activities). X Public services ?007 CDBG Application I5. Describe the need and the degree of urgency for the proposed project or program. What would be the consequences if the proposed project or program is not funded in the next year? Since the aging process is a contributing factor in the risk of breast and cervical cancer, screening exams become vital as a woman ages. With early access to reproductive health-care and diagnosis of a problem, financially and emotionally costly treatment can be avoided. Annual mammography can detect a lump as much as two years before it can be felt, increasing the probability of a woman's survival. Yet, breast cancer patients with low-incomes experience lower 5-year relative survival rates than higher income patients! State of California data suggests that much of the difference in survival rates between cancer patients with low socioeconomic status and those in higher income brackets is due to late diagnosis. Unfortunately, breast and cervical cancer symptoms occur late in the disease process, so early screening greatly enhances the cure rate and reduces the ultimate treatment costs. Without CDBG support, EOC's ability to maintain the level of this essential health care service for low-income perimenopausal women would be severely compromised. 16. Please describe the speciTic organizational method used to implement the proposed project or program. The Forty Wonderful Program is part of the EOC Health Services Division. Nurse practitioners provide the medical care and education at both clinic sites. These medical providers are highly sensitive to the special concerns of older women and are aware of the impact of socioeconomic status. A case manager provides support and follow-up with clients. Again, data is collected through the Practice Management System. Collaborators include the State of California's Cancer Detection Program, Health Plus Pharmacy, French Hospital Medical Center, Arroyo Grande Hospital, and the Templeton Imaging Center. EOC: Forty Wonderful Program I certify drat the information in this application is true and accurate to the best of my In7o~~(edge and ability. ./~ October 30, 2006 1 "Biz" Steinberg Chief Executive Officer Date 6 State of California Department of Community Services and Development CSBG Programmatic Data-Client Characteristic Report Annual EXHIBIT B CSD 295-CCR (Rev. 04/OS) Please use the CSD 295 •- Client Characteristic Report Instructions and Helpful Hints document to complete this form. 1 Contractor Name: Contract #: Prepared By (print name/title): Report Period: Demographic data should be collected on ALL clients receiving services under any program administered by the designated Community Action Agency. Yellow Highlighted Sections represent demographics co/!acted on INDIVIDUALS '- ' ~' 2 Total unduplicated number of persons about whom one, or more characteristics were obtared:: '~: - 3 Total:undupticated number ofpersons about whom no:oharacteristics were obtained ~ . " Blue Hrghlghted SecErons represent demographres collected on FAMILIES ;~~ -. `' ~~-~ -~ ' r y ~ ~ 4 r ` 5" °.dz .tk Lrt. ., _ s.9T- S 4-. a nps a r y, ~.-.3 . .," ,.r r ih ! F 4 s Total undupbcated number of famlhes atiout whom one: or more charactensucs were obtained hcaledt number of"families"atSoiifwhom no'ciiaracteristics'were vlitalried S~ Total=undu ' ;~ +' , p .,.,, , .~ w-. _~ r, , ~;, 6: Gender ~'.' ' '~. 5 ~ , r:- ., -~, ~~ .Number ofP,ersbns' ~ 12~`.Fatnil ,Sae, ,<';~ ~ _" .,-,~r~.;.~~,_ .',.'`:HumtieFuf Families~'>•;:: a. Male ; ° a 'Lr ~Onet~,~~=,~~' ,a. ~ ., ''t+r ~- b. Female a'"~'k~'"r ~ "?. £~~ 'b' F 'SST ~~ -~' x si4 ?-f 'Total-' . , xThree~~ ~ ,.,~ "?., t t+ _~ ~ ~' 0 c ii + 7: ' A , ti , .. c - d ~t*e~ ~ ~~ Four -, r -~ u ersons ~~ : NumbeY of P ~ 4" ~ - ge, .F. . . ; , a ,x „ : ..-,- ,, , ~ j 0 , " n a ~ F < ~" i ~ ~ s a. -5 Sv- r~T e , , V rz~s' i.- . ;g n . 't * b. 6-11 --`fa^+..1~.SU'~i -s+..+r : ~ P a't- "tnu c x' ..~vr~,~' ? c. 12-17 , ~ ~, . .g~ Sevenf~~>.~' ~, r ~~~ ~s~?-$'`*.. ~~ ~ d. 18-23 ~ - '' ham?, E hto~~no~e`'~?~,~'~r t`~ ,~ Z E ' e. 24-44 umo 7e; ~~~,~,~~~.<:`;'ax, '~,;~f'"„7ota1; 0 f. 45-54'' ! fhru 7h _. '' t 1,3~~Sourceof,Familylnwnte;',(N„ *_,,., " ~?.,, um ero,,,;amr~les:;~ g. 55-69 h. 70+ z ~.~ tU . uplicatetl #hof Ftiamibe„~ys~~n ~'~ M1~~ - One o~ More Sources°,~~ r '`. - .,~ - _:. -, 'Total ~ncome~.~ar~ -~.. ,*~ ~k~""R z~ k 0 ~'rfi"->r~ eo * u 8: Etfinict !Race: -- -, ' "' ~""Nuinberof Persons` - pb**,.=.'a.""No incor~te ;..~ ~~* ~ ~,°"4 x£~'~~ ' ' ' ' !. Ethnicity A' 9" ~-yT~F ra~5,~ ~'#~ , ~ a~' <r~4'~ ~'i ' a. Hispanic or Latino - i b N t His L ti ~ . ~., z, , ,-,. - SS < -' +G ~`-~.,,,. x' hS ~` l ~ '~' ~~ ~ ~ ~ c or . o pan a no a a ew n y .x-ma .~. ~ ' 'Total II Race o ~, ~.~~: ~ensto ~ `¢ m,~:~~ ~ ~~~:4`s~`~`t?' .-'~ ~~ : r9~ '~~f e ' slstanee, - ~ ~ . ; ~ ' ~` a. Africari American ' b. White: e~mploymenE3iisaral fcax^' ` •'~ ~~ 'r~Ejn"b~ etrrt+'ro~hersour e$y' c. Other ~ - ~' ~ ~Emoy~~en %nl"y'~~ ?~~.~•, ~~ s ` d. Multi-Race (any 2 or . k :bthec~~r, .' ~s+~aa*t' a.~.._:~_.::a,. more of the above) `.' 14*rLev*el'b~~ mily~lncome -T.,.,zr`±r~, ~ ` " ' Number of Families"' IiHSguidehne,~, Total 0 ,~^~,%ofW ,~,~;? .' - ' .. :a•a ~€ ~,¢17pta.50% ~ "t ' t~`" 3, 24+ on 9 E L l N be f P l o ~ ers s dueahon eve ts um r o f Adu ?~ce~r ,S1-yy76%°i~~" s. '~ v ~ ?`~~ . , -~vi ~.aane r ' id a 0.6 ~c~z~ Z6 ~00~ ~f~~'~ `~ ~ ~ ~ b. 9-12/non-graduate ,~ ~~-°~~Q1.% tos(~% ~?,~~2 },.*'~ xy u ~ ~ c. High sch. Grad./GED ~ ~~;~~+e;12f& ofo °h~~`t' ~y ' ~~. ~u 't-,.' ~ d. 12+ some post secondary _1•f, ~`r1•° ~ over`; ~.~Y ~-y*-~ ~~a.~, ~ e. 2 or 4 yr. College graduates ~ s; ~ err,,.,,}~;~ a.~;'`+~".` .~,-'p''f u` t r-~«'TAfa1- 0 ~~ `•Total~: 0 215 „~,y,Hou§ng ~'~, ;.:.,,w,~~;y '~:rv-`_ r Num ero .anvil es,: 10.' Other Characteristics . `"Number of Persons"`*' ~ a~~. ~ OwnE~~ +`4,y'!. ; r" ~~r~'~ 4 # of Persons # Surveyed t.b~=x`~" RenE~~, ,~G ~+y : , k~s ` a No Health insurance : ;c ~~, ~~,omeiess,~ ; r ,$%r~ks~ ~ ~{,~ ;, ' 1 b Disabled }dc*;,ra'~Otlte~,~ ~~'"< r. r"~'~ ~ sy = e- K Mf 7q~. ~ , ~ '& ~~ Families«'~ * T`otal: Nutiiber"of 11 FamllyTYpe ~ ; „ ' ~? ~ ~~;;' x^~ ~ 1 0 - yt " . . „ ~ ~ ;y ' „ -„~ , .p i~ h a SipgleparenUfemele~ se~`r++";^. 16`~YOthsrfamtl ,charactensbcs ~, ~NiimbecdfFairiihes." . r~~~~M b~ 3m ^ g(e'p a ren"~ma ae ~" ;;a~~,~ Farine rr-?~"~;~.r ~~'~A''z~ ~~~. s - ~ ~ ` ,. r c aTwo-parent househdd , v~ : ! r [ i, 'j w. "~M1J 4 * ' ~ " ~ a , ' b ~+- Mig~ran~Farmwo ~erq J5 ~ „=rtt ~i ' " 4 ` ' ~ ' Y 3 I d rSmgletpers fi ~ y { "` 4E ,:.c , ~,v Seasonai Farrnworker ~*,~, ~ r, ~ ~~q e a wo adults ' ~ ~ * ~ ~ h ~ ~ u ,,*'s t a3 t..-,~-a ~ r s' n ' ~ x ~ t ~ rt x < ~ ~ tl ~x"R~i Y n 's~~ ~i + {~i f Otherr n < "~ a *~z ~ r ` ~.i c~'~..e~ .x1y4 ~ ~; iv ~ J~q ,+:„x u = "~ s ~. ~>r 3 r s ~E ~ a f l ~. t F ea,;?k ?007 CDBG Application EOC: Forty Wonderful Program CITY OF ARROYO GRANDE COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM APPLICATION FOR FUNDING DURING 2007 PROGRAM YEAR Name and mailing address of applicant organization, with contact person, phone and fax numbers, and a-mail address: Economic Opportunity Commission of San Luis Obispo County, Inc. Health Services Division 1030 Southwood Drive San Luis Obispo, CA 93401 Program Contact: Raye Fleming Phone: 805-544-2498 Fax: 805-544-3649 E-mail: rfleming@eocslo.org Authorized Representative: Elizabeth "Biz" Steinberg, Chief Executive Officer Phone: 805-544-4355 Fax: 805-549-8388 E-mail: esteinbergna eocslo.orQ 2. Title/name/address of proposed project or program: Forty Wonderful Program EOC Health Services 705 Grand Avenue San Luis Obispo, CA 93401 3. Please describe the proposed project or program. Include a description of the groups who will benefit and an explanation of how they will benefit from the proposed project. The purpose of the Forty Wonderful Program is to improve access to medical services, promote early detection and intervention of chronic diseases, and reduce mortality for primarily low- income, uninsured and underinsured women, ages 40 and over. Forty Wonderful provides menopausal women with preventive health screening and education, including: Pap smears, reproductive health exams; clinical breast exams; access to free mammograms; hormone replacement therapy (HRT); cardiovascular risk assessment; Colo-rectal screening; and appropriate medical referrals. Education materials and counseling are also provided on specific health concerns for this population, including osteoporosis; breast health; cervical cancer; menopause; HRT; cardiovascular risk; and arteriosclerosis. Women who have not had a baseline mammogram are educated and subsidized regarding follow-up screening and caze. Women who need annual mammograms, according to American Cancer Society guidelines, are subsidized as well. Weekend screening days occur semi-annually to enhance access when funding and reimbursement allow. A sliding fee scale is based on the patient's income; however, no one is turned away due to inability to pay for services. 2007 CDBG Application EOC: Forty Wonderful Program Project sites: • EOC Health Services, 705 Grand Ave., San Luis Obispo 93401 • EOC Health Services, 1152 East Grand Ave., Arroyo Grande 93422 Project milestones: • 175 women, age 40 and over, will receive subsidized screening services at two EOCHS clinics per yeaz. • 100% of women will be referred for annual mammography to detect breast cancer as early as possible. • 100% of women with abnormal results will be referred for appropriate medical care. • 100% of women with abnormal results will be case managed through the treatment process. 4. Total amount of CDBG funds requested: $3000 Please identify the jurisdiction(s) to which you are applying: City of Arroyo Grande: $3,000 City of Paso Robles: City of Atascadero: City of San Luis Obispo: City of Grover Beach: County of San Luis Obispo: County wide: 5. Please describe the budget for the proposed project or program. Itemize all sources of funding expected to be available and used for this project. a. Revenues: 1. CDBG funds requested $ 3,000 2. Other Federal funds (please describe below) $18,500 3. State sources (please describe below) $ 4. Local sources (please describe below) $15,210 5. Other funds (please describe below) $15,931 Total Revenues $52,641 b. Expenditures : List below by item or cost category. 1. Personnel expenses $34,600 2. Operating expenses $14 140 3. Indirect costs @ 8% $ 3,901 Total Expeuditures $52,641 2007 CDBG Application EOC: Forty Wonderful Program c. How do you plan to fund the operation and maintenance costs (if any) associated with this project? Are these funds available now? If not, when will they be available? And from what source(s)? All funds received are earmarked for general operating support for the Forty Wonderful Program. d. Will CDBG funds be used to match leverage other funds? List below funding sources and amounts and identify award dates of these sources. CDBG support of Forty Wonderful will be used to leverage other funding sources including public agencies, foundations, and the private sector. EOC staff continues to identify potential new funding opportunities to support this safety net program. CDBG -Arroyo Grande Cancer Detection Program (Federal) CDBG -Paso Robles CDBG - Atascadero CDBG -Grover Beach CDBG -Pismo Beach Grants-in-Aid - SLO Community Program Funds Morro Bay County of SLO SLO County Rotary Clubs (8) Patient fees Donations $ 3,000 Pending application approval $ 18,500 Award date: 7/1/06 $ ],500 Awazd date: 7/1/06 $ 1,500 Awazd date: 7/1/06 $ 1,300 Awazd date: 7/1/06 $ 1,500 Award date: 7/1/06 $ 2,500 ,Award date: 7/1/06 $ 810 Awazd date: 7/1/06 $ 6,100 Award date: 7/1/06 $12,000 Award date: Varies $ 3,400 As collected $ 531 As collected 6. Does the proposed project or activity meet one of the three national objectives of the CDBG program? Please check one of the objectives below that applies to the proposal, and explain how the project or activity meets that national objective. a. X Benefits low- and moderate-income persons as defined by the U.S. Department of Housing and Urban Development (HUD). 7. If the projector program is designed to meet the national objective of providing benefit to low- and moderate-income persons, please estimate the number of persons (or households) to benefit from the project and break that estimate down by income group as follows: a. Total number of persons or households who will benefit from the project or program (regardless of income group): 175 Persons 2007 CDBG Application EOC: Forty Wonderful Program b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 62 Persons c. Of the total number of persons or households entered above, how many will be very low-income (earning 50% or less of the County median-income)? 113 Persons S. Please provide the following information regarding the number of persons/households who will directly benefit from the funding requested in this application. a. Total number of persons or households who will directly benefit from the CDBG funds (regardless of income group): 175 Persons 6. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 62 Persons c. Of the total number of persons or households entered above, how many will be very low-income (earning 50% or less of the County median-income)? 113 Persons 9. Who are the clients of your organization? The Forty Wonderful Program serves women, 40 and over, throughout San Luis Obispo County. The target population includes Medi-Cal recipients, Latinas, the uninsured and underinsured, the working poor, and other low-income women. 10. How do you currently collect demographic data on the beneficiaries of the proposed project or program? Client demographic data is tracked through the "Practice Management System", collected upon the initial visit and updated at each subsequent visit. Data collected includes: gender, age, ethnicity/race, education level, family type, family size, source of income, level of income, and housing status. Data requested conforms to the California Department of Community Services and Development Data-Client Chazacteristics Report which is used to report the demographic information semi-annually to the State (see attached Exhibit B). ?007 CDBG Application EOC: Forty Wonderful Program 11. How do you currently document income status of each client? As part of the intake process in each EOC program, client income status is determined using the federal poverty guidelines. 12. How will the clients benefit from this project? EOC Health Services is the only clinic in the county that provides free menopausal services for women in need Forty Wonderful fills a large void in preventive health care so that low-income women in this vulnerable age group can access medical caze before a serious and potentially life- threatening condition occurs. And with fewer medical facilities and fewer physicians, which result in a population with even fewer health-care options, these services become a critical safety net. Early detection and prevention not only reduce the mortality rates of cancer and chronic diseases, they are also relatively inexpensive compared to the costs of an advanced disease. With routine Pap test screening, 73% of all cervical cancers are diagnosed in the earliest, curable stages. Breast cancer screening and early detection and treatment of noninvasive carcinomas in the early stages of invasive carcinoma ofen prevent metastasis. Appropriate HRT helps prevent osteoporosis which affects 20 million people in the United States each year, with costs of hip fractures alone at $600 million annually. So it is imperative that these services are available and affordable to non- contracepting women in the county. Further, many of the women in this population aze part of the "sandwich generation"; they are caring for elderly parents as well as their own children. With these additional responsibilities, their personal health issues often become a lower priority as they put family needs ahead of their own. 13. Will the services offered by your organization increase or expand as a result of the CDBG assistance? a. What new programs and/or services will be provided? CDBG funds will be used to maintain current service levels. b. Describe how existing programs and/or services will be expanded and what percentage of an increase is expected? CDBG funds will be used to maintain current service levels. 14. Check any of the following eligible activity categories that apply to the proposed project or program: (Refer to CDBG regulations and the Guide to Eligible CDBG Activities). X Public services 2007 CDBG Application EOC: Forty Wonderful Program 15. Describe the need and the degree of urgency for the proposed project or program. What would be the consequences if the proposed project or program is not funded in the next year? Since the aging process is a contributing factor in the risk of breast and cervical cancer, screening exams become vital as a woman ages. With early access to reproductive health-care and diagnosis of a problem, financially and emotionally costly treatment can be avoided. Annual mammography can detect a lump as much as two years before it can be felt, increasing the probability of a woman's survival. Yet, breast cancer patients with low-incomes experience lower 5-year relative survival rates than higher income patients! State of California data suggests that much of the difference in survival rates between cancer patients with low socioeconomic status and those in higher income brackets is due to late diagnosis. Unfortunately, breast and cervical cancer symptoms occur late in the disease process, so early screening greatly enhances the cure rate and reduces the ultimate treatment costs. Without CDBG support, EOC's ability to maintain the level of this essential health care service for low-income perimenopausal women would be severely compromised. 16. Please describe the specific organizational method used to implement the proposed project or program. The Forty Wonderful Program is part of the EOC Health Services Division. Nurse practitioners provide the medical care and education at both clinic sites. These medical providers are highly sensitive to the special concerns of older women and are aware of the impact of socioeconomic status. A case manager provides support and follow-up with clients. Again, data is collected through the Practice Management System. Collaborators include the State of California's Cancer Detection Program, Health Plus Pharmacy, French Hospital Medical Center, Arroyo Grande Hospital, and the Templeton Imaging Center. I cerlijy shat the information in this applrcalron is True and accura[e to the best of my /n~oN~ledge and abilrry. ../!'' 1 E14zabetl4 "Biz" Steinberg Chief Executive Officer October 30, 2006 Date 6 State of California Department of Community Services and Development CSBG Programmatic Data-Client Characteristic Report Annual EXHIBIT B CSD 295-CCR (Rev. 04/05) Please use the LSD 295 -Client Characteristic Report Instructions and Helpful Hints document to complete this form. 1 Contractor Name: Prepared By (print :t #: Period: Demographic data should be collected on ALL clients receiving services under any program administered by the designated Community Action Agency. 2007 CDBG Application Organization: Bie Brothers Bie Sisters of SLO County COUNTY OF SAN LUIS OBISPO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM APPLICATION FOR FUNDING DURING 2007 PROGRAM YEAR (Attach additional sheets if necessary) To be considered for CDBG assistance, please submit this completed application with any exhibits, budgets or beneficiary data as needed. Applications can be mailed to one of the participating jurisdictions listed in this application or to: Tony Navarro, Planner III, Department of Planning and Building, 976 Osos Street, Room 300, San Luis Obispo, CA., 93408 or hand delivered to Tony Navarro at 1050 Monterey Street, Room 370, San Luis Obispo, CA., faxed to (805) 781-5624, or e- mailed to tnavano@co.slo.ca.us. The application deadline is 5:00 P.M., 114onday, October 30, 2006. Applications must be received by one of the participating jurisdictions of the Urban County prior to close of the business day. POSTMARKED DATED MAIL RECEIVED AFTER THE DEADLINE WILL NOT BE ACCEPTED. NOTE: (1) Please review the CDBG regulations and guidelines and the Request for Proposals before completing this proposal. A copy of aHUD-prepared CDBG eligibility guidebook is available upon request from County staff. Also, please call County and/or city CDBG staff with any questions about how to complete the form or about the rating criteria and process. (2) If the information for any of the questions below requires more room to provide a complete explanation of your proposed project or program, please attach additional sheets. 1. Name and mailing address of applicant organization, with contact person, phone and fax numbers, and a-mail address: Big Brothers Big Sisters of San Luis Obispo County PO Box 12644 San Luis Obispo, CA 93406 Contact: Anna Boyd Bucy, Program Director Phone:805-781-3226 Fax:805-781-3029 e-mail: office@slobigs.org 2. Title/name/address of proposed project or program: ~,.,~ ~+.t r -._ •_;~ ~: . '~,;- i •. ~r Big Brothers Big Sisters of San Luis Obispo County PO Box 12644 San Luis Obispo, CA 93406 2007 CDBG Application Organization: Bie Brothers Bi¢ Sisters of SLO County 3. Please describe the proposed project or program. Include a description of the groups who will benefit and an explanation of how they will benefit from the proposed project or program. For projects, describe the location of the project (be as specific as possible, e.g. street address). For programs, state the location from which the program will be operated and/or describe the geographic area served by the program. Also, please include a schedule of project/program milestones. Big Brothers Big Sisters of SLO county provides mentors to children between the ages of 6 and 16 who live within the county of San Luis Obispo. The vast majority of children in our program come from low to very low income single pazent homes. In our Consmunity Based program, serving children throughout the county of San Luis Obispo, children aze matched with an adult mentor who commits to spend 6-8 hours a month for a minimum of one yeaz interacting with the child doing activities they both enjoy. Having a consistent responsible adult in the life of a young person makes that child feel important and valued. Based on the data we collect from our clients 87% of pazents reported their child's self confidence increased. When a child's self confidence increases and they feel better overall all sorts of positive changes start to occur. 77% increased their grades. 82% improved their classroom behavior, 77% were better able to avoid substance abuse, 75% showed more respect for other cultures, and 77% improved their relationships with other children. Our School Based program called Higli School Bigs uses San Luis Obispo High School students as mentors that meet with the students of Sinsheimer Elementary for one hour a week afrer school on the Sinsheimer campus in San Luis Obispo. For our High School B7QS program we: • Promote our services to azea schools and work with those who express an interest in setting up the program in their school. • Recruit high school students to act as mentors. This is done primazily through bulletin announcements, referrals from career counselors and staffing of a booth during lunch time to provide information about our program. • Screen and interview potential "Bigs". Interviews with the high school students are done on the campus of the high school. We also acquire 4 references as a way to verify appropriateness for the program. • Provide a training class for potential "Bigs" at the high school in which child development, active listening, and ground rules are outlined. • Screen and interview potential "Littles" at the elementary school chosen for the program by school staff. 2007 CDBG Application Organization: Big Brothers Bi¢ Sisters of SLO County • Provide safety materials and training to potential "Littles". • Introduce the Big and Little to form a match. During the first meeting a Matclr Meeting is held in which parties are introduced and an ice breaker is conducted to help Bigs and Littles get to know each other. • Provide activities and supervision during the weekly meeting times. The Matches meet weekly at Sinsheimer after school. BBBS provides two staff members to supervise at all times. • Evaluate the results of the program through surveys completed by the teacher, Little and Big. For our Community Based Program we: • Recruit adult Big Brothers and Big Sisters. This is done through a variety of activities including, but not limited to, announcements on local radio stations, tabling at community events, farmers mazkets, craft fairs, speaking engagements at service clubs and churches, and through word of mouth. • Screen and interview potential Bigs through an in depth in person interview, a thorough background check including, the national sex offender public registry, live-scan fingerprinting, the local sheriffs report, DMV record, national criminal file, and 3 or more references. • Provide a 3 hour training class in which we orient potential Bigs to our program, provide child development information, teach active listening skills, provide information on cultural sensitivity, and suggestions on what to do with a Little. • Interview potential Littles through an in depth and in person interview with the child and their guazdian. During this interview we review safety materials and provide booklets to both the child and their guazdian. • Monthly contact is made with the children on the wait list until we can find them a mentor. Quarterly program activities aze provided, such a holiday party with gifts, attendance at a ballet performance, a Blues baseball game, or a race at the Santa Maria Speedway. • Information gleaned from the interviews help us to determine which potential Bigs and Littles should be matched. We then host a match meeting, usually held at the home of the Big, in which we introduce the Big to the Little and pazent. During this meeting contracts aze signed and icebreaker activities are provided to start the relationship off on a comfortable footing. 2007 CDBG Application Organization: Big Brothers Bie Sisters of SLO County Bigs, Littles and parents aze contacted two weeks following the initial match meeting, monthly for the first year of the match, and quarterly thereafrer to support the relationship, ensure child safety and verify satisfaction with the program. Bi monthly program activities are organized for matched Bigs and Littles, such as a Holiday party with gifrs, two Big and Little camping trips, an afremoon at the Cal Poly organic farm, and more. The results of our program aze evaluated annually and at the close of every match through a survey developed by our national office. These surveys are completed by both the Parent and the Big. 4. Total amount of CDBG funds requested: $17.000.00 Please identify the jurisdiction(s) to which you aze applying*: Arrovo Grande, Grover Beach. Atascadero, and Paso Robles If you are requesting CDBG funds from more than one jurisdiction, please break dotim the amount shown above by the jurisdiction listed below. City of Arroyo Grande: $3.000 City of Paso Robles: $3.000 City of Atascadero: $4 OOy 0 City of San Luis Obispo: 0 City of Grover Beach: $7.000 County of San Luis Obispo: 0 County wide: We receive SLO City and County funds through another process *NOTE: If you are applying to one or more cities, please provide a copy of the application to the County by the application deadline of Monday, October 30, 2006. 2007 CDBG Application Organization: Bie Brothers Bie Sisters of SLO County 5. Please describe the budget for the proposed project or program. Itemize all sources of funding expected to be available and used for this project a. Revenues: 1. CDBG Funds requested $17.000 2. Other Federal fund(s) (please describe below) $0 3. State source(s) (please describe below) $0 4. Local source(s) (please describe below) $15.700 5. Other funds (please describe below) $195,000 Total Revenues $227,700 County of SLO-CBO City of SLO-GIA Foundation/Corporate Grants Business and Service Club don< Special Events Community Support Campaign $10,000 $ 5,700 $15,000 Rions $55,000 $50,000 $75,000 b. Expenditures: List below by item or cost category. • Program Staff: Wages and Workers Comp $148,000 Health Insurance $ 12,000 • Mazketing $ 3000 • Mileage Reimbursement $ 4000 • Volunteer Screening and Training $ 3500 • Staff Training $ 2000 • Office Supplies, Equipment and Maintenance $ 6000 • Liability Insurance $ 14,000 • Program Supplies and Activities $ 3000 • Telephone and Internet Service $ 5000 • Rent $ 14,500 • Big Brothers Big Sisters of America Dues $ 6200 • Bookkeeping and Auditing $ 6500 c. How do you plan to fund the operation and maintenance costs (if any) associated with this project? Are these funds available now? If not, when will they be available? And from what source(s)? With raze exception all sources of funding aze intertwined and used to support our agency mission of providing mentors for at risk youth. Funds become available throughout the course of the year and are spent as needed. 2007 CDBG Application Organization: Bia Brothers Bi¢ Sisters of SLO County d. Will CDBG funds be used to match/leverage other funds? List below funding sources and amounts and identify awazd dates of these sources. We have no specific matching source tied to CDBG grants. However it helps in our approach to various individuals and business located in cities that do fund us. Receiving CDBG funds is somewhat like having the "Good Housekeeping Seal." It he]ps us to show local municipal support. 6. Does the proposed project or activity meet one of the three national objectives of the CDBG program? Please check one of the objectives below that applies to the proposal, and explain how the project or activity meets that national objective. a. X Benefits low- and moderate-income persons as defined by the U.S. Department of Housing and Urban Development (HUD). NOTE: To meet this national objective, the proposed activity must benefit a specific clientele or residents in a particular azea of the County or participating city, at ]east 51 percent of who are low- and moderate-income persons. See current income limit schedule in the Request for Proposals. b. Aids in the prevention or elimination of slums or blight. NOTE: To meet this national objective, the proposed activity must be within a designated slum or blighted azea and must be designed to address one or more conditions that contributed to the deterioration of the azea. c. Meets community development needs having a particulaz urgency where existing conditions pose a serious and immediate threat to the health or welfare of the community, and no other funding sources are available. NOTE: To meet this national objective, the proposed activity must deal with major catastrophes or emergencies such as floods or earthquakes. 7. If the project or program is designed to meet the national objective of providing benefit to low- and moderate-income persons, please estimate the number of persons (or households) to benefit from the project and break that estimate down by income group as follows: a. Total number of persons or households who will benefit from the project or program (regazdless of income group): 200 Persons/households (circle the applicable unit) 2007 CDBG Application Organization: BiQ Brothers Bie Sisters of SLO County b. Of the total number of persons or households entered above, how many will be low-income (earning 51% - 80% or less of the County median-income)? 150 Persons/households (circle the applicab]e unit) c. Of the total number of persons or households entered above, how many vt~ill be v~ low-income (earning 50% or less of the County median-income)? 100 Persons/households (circle the applicable unit) 8. Please provide the following information regarding the number of persons households who will directly benefit from the funding requested in this application. a. Total number of persons or households who will directly benefit from the CDBG funds (regazdless of income group): 200 Personsmouseholds (circle the applicable unit) b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 150 erp sons/households (circle the applicable unit) c. Of the total number of persons or households entered above, how many will be v~ low-income (earning 50% or less of the County median-income)? 100 Persons/households (circle the applicable unit) 9. Who are the clients of your organization? (Example: low- to moderate-income persons, elderly persons, severely disabled persons, migrant farm workers, battered spouses, etc.) Big Brothers Big Sisters of SLO county provides mentors to children between the ages of 6 and 16 who live within the county of San Luis Obispo. The vast majority of children in our program come from low to very low income single parent homes. 10. How do you currently collect demographic data on the beneficiaries of the proposed project or program? (Example: racial/ethnic characteristics) This data is collected during the application process. 2007 CDBG Application Organization: Bie Brothers Bic Sisters of SLO County 11. How do you currently document income status of each client? (Example: very low, low- and moderate-income) This data is collected during the application process. 12. How will the clients benefit from this project? Having a consistent, responsible role model in the life of a young person makes that child feel important and valued. Based on the data we collect from our clients, 87% of pazents reported their child's self confidence increased. When a child's self confidence increases and they feel better overall al] sorts of positive changes start to occur. 77% increased their grades, 82% improved their classroom behavior, 77% were better able to avoid substance abuse, 75% showed more respect for other cultures, and 77% improved their relationships with other children. 13. Will the services offered by your organization increase or expand as a result of the CDBG assistance? If yes, please answer the following questions: Yes, CDBG funds allow staff to spend more time promoting and developing program participation in cities further removed from our City of San Luis Obispo home base. a. What new programs and/or services will be provided? Bi Monthly activities will be made available to the children on the wait list who will be matched one on one with a "Big for a Day" using volunteers who aze willing to help out but aze unable to commit for one yeaz. b. Describe how existing programs and/or services will be expanded and what percentage of an increase is expected? Through an increase in focus on recruiting volunteers we estimate a 10% to 15% increase in the number of matches made in the cities that provide.CDBG funds. ?007 CDBG Application Organization: Bit Brothers Bie Sisters of SLO Countv 14. Check any of the following eligible activity categories that apply to the proposed project or program: (Refer to CDBG regulations and the Guide to Elieible CDBG Activities). Acquisition of real property Disposition of real property Public facilities and improvements (may include acquisition, construction, reconstruction, rehabilitation or installation) Privately o~med utilities Cleazance, demolition, removal of buildings and improvements, and/or movement of structures to other sites Interim assistance Relocation of individuals, families, businesses, non-profit organizations, and/or farms Removal of azchitectural barriers Housing rehabilitation New housing construction (under limited circumstances) Code enforcement Historic preservation Commercial or industrial rehabilitation Special economic development _ Special activities by subrecipients X Public services Planning studies 2007 CDBG Application Organization: Bie Brothers Bie Sisters of SLO County 15. Describe the need and the degree of urgency for the proposed project or program. What would be the consequences if the proposed project or program is not funded in the next year? Local statistics indicate that the number of SLO County children living in low-income, single-pazent households is increasing, as is the number of children entering the Juvenile Justice System. Our ability to reach more of these "at risk" youth hinges on the amount of funding support we can generate. 16. Please describe the specific organizational method used to implement the proposed project or program (single or multiple group, public agency, non-profit, for-profit, experience in operating. similar programs, etc.): Big Brothers Big Sisters of San Luis Obispo County uses the Brand NeN~ Thrrzking Service Delivery A1ode1 provided to us by Big Brothers Big Sisters of America in 2003. This model streamlines all of our paperwork, interview process, training, and background screening processes so that volunteers and clients are served in the most efficient and cost effective manner possible. I certify that the information in this application is true and accurate to the best of my knowledge and ability. Signature Date Richazd Cohen Executive Director Printed or typed name Title Note to aaalicant: The County and cities require all of this grant recipients to maintain general liability, automobile and workman's compensation insurance with limits of not less than $1 million*. Provide documentation regarding ability to provide the required coverage. * Liability coverage may vazy by jurisdiction. Please call the city/county contact to verify limits. Reporting of beneficiary data on a quarterly and yeaz-end basis is required for HUD purposes. If you are successful in obtaining federal funds you will need to attend a mandatory meeting at a yet to be determined time and location. 2007 CDBG Application Organization: Big Brothers Bie Sisters of SLO County Prior to HUD's release of grant conditions and/or funds for the CDBG-funded project, a review of the project's potential impact on the environment must be conducted by the awazding jurisdictions and approved by the County of San Luis Obispo prior to obligating or incurring project costs. The County must certify to HUD that it has complied with all applicable environmental procedures and requirements. Should project costs be obligated or incurred prior to the completion of the necessary environmental review, the project shall not benefit from the federal funds. If you need assistance or have questions regazding this application, please contact any of the persons listed below. Your application(s) can be dropped off or mailed to the following locations: • Jim Bergman, Community Development Dept., City of Arroyo Grande, 214 E. Branch Street (P.O. Box 550), Arroyo Grande, CA 93421, (805) 473-5420. • Valerie Humphrey, Public Works Dept., City of Atascadero, 6907 E] Camino Real, Atascadero, CA 93422, (805) 470-3460. • Janet Reese, Community Development Dept., City of Grover Beach, 154 S. Eighth St., Grover Beach, CA 93433,(805)473-4520. • Ed Gallagher, Community Development Dept., City of Paso Robles, ] 000 Spring St., Paso Robles, CA 93446, (805) 237-3970. • Jeff Hook, Community Development Dept., City of San Luis Obispo, 919 Palm St., San Luis Obispo, CA 93401, (805) 781-7170. • Tony Navarro, Dept. of Planning and Building, 976 Osos Street, Room 300, San Luis Obispo, CA 93408, (805)781-5787. '+:• r5: '`- 2007 CDBG Application Organization: Wilshire Foundation Inc - Caring Callers COUNTY OF SAN LUIS OBISPO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAb1 APPLICATION FOR FUNDING DURING 2007 PROGRAM YEAR (Attach additional sheets if necessary) To be considered for CDBG assistance, please submit this completed application with any exhibits, budgets or beneficiary data as needed. Applications can be mailed to one of the participating jurisdictions listed in this application or to: Tony Navarro, Planner III, Department of Planning and Building, 976 Osos Street, Room 300, San Luis Obispo, CA., 93408 or hand delivered to Tony Navarro at 1050 Monterey Street, Room 370, San Luis Obispo, CA., faxed to (805) 781-5624, or e- mailed to tnavarro@co.slo.ca.us. The application deadline is 5:00 P.M., Monday, October 30, 2006. Applications must be received by one of the participating jurisdictions of the Urban County prior to close of the business day. POSTMARKED DATED MAIL RECEIVED AFTER THE DEADLINE WILL NOT BE ACCEPTED. NOTE: (1) Please review the CDBG regulations and guidelines and the Request for Proposals before completing this proposal. A copy of a HUD-prepazed CDBG eligibility guidebook is available upon request from County staff. Also, please call County and/or city CDBG staff with any questions about how to complete the form or about the rating criteria and process. (2) If the information for any of the questions below requires more room to provide a complete explanation of your proposed project or program, please attach additional sheets. 1. Name and mailing address of applicant organization, with contact person, phone and fax numbers, and a-mail address: Name: Wilshire Foundation, Inc. Address (mailing and physical address requested if different): 285 South Street, Suite J San Luis Obispo, CA 93401 Contact person/title: Wanda McFarlane, Director, Caring Callers Program Phone: (805) 547-7025 x 17 Fax: (805) 547-7029 ~;°=:~,-~I~P:~'~;~~ E-mail address: caringcallers@arrival.net ~ `' ~~ arm f-`e ,, -_ ~~ F 5 ~..-n 2007 CDBG Application Organization: Wilshire Foundation, Inc.-Caring Callers 2. Title/name/address of proposed projector program: Caring Callers Program A service of Wilshire Foundation,.lnc. Same Address as Above 3. Please describe the proposed project or program. Include a description of the groups who will benefit and an explanation of how they will benefit from the proposed project or program. For projects, describe the location of the project (be as specific as possible, e.g. street address). For programs, state the location from which the program will be operated and/or describe the geographic area served by the program. Also, please include a schedule of project/program milestones. a.) Program Need There are an increasing number of older people in San Luis Obispo County: in the 2000 U.S. Census, seniors comprised 11.4% of the population or 28,500 people; it is projected that by 2010, the senior population will rise to 16%. Many of the elderly age 65 are at or below the federal poverty line. Some are homebound and unable to attend events in the community and at local senior centers. For such seniors, a Caring Caller may be the only source of social and emotional contact. The contact that a Caring Caller provides adds meaning to a client's life and may postpone or eliminate the need for institutionalization. Our focus is to enable our clients to maintain a maximum level of independence and personal dignity, one of the primary goals of the Older Americans Act. In addition, our clients may also need other public services. We are able to assist them in linking up with such services as travel to medical appointments, therapy, the County's Adult Protective Services Division, Linkages, and in-home supportive services. In some cases when our clients need transportation (found by the Healthy Community Survey to be one of the highest ranked needs in the County), a Caller can help meet that need. b.) Program Operation Caring Callers, sponsored by the Wilshire Foundation, has been in operation for 25 years; it is headquartered in San Luis Obispo. The Director recruits and supervises approximately 110 volunteers who visit clients throughout San Luis Obispo County. Each volunteer is matched with a client and agrees to visit the client for a minimum of one hour per week on a regular basis. All volunteers must complete an orientation before beginning to visit clients, and each client receives an assessment before visitation begins. "Matches' are made by the Program Director according to personalities, interests, location and availability. The Program's volunteers come from all age groups and walks of life: they are homemakers, students, teachers, lawyers, business people, nurses and retired seniors. Background checks are performed for all volunteers along with a DMV record review. 2007 CDBG Application Organization: Wilshve Foundation Inc.-Carine Callers c) Geographic Areas Served by the Program Our Clients are located throughout San Luis Obispo County. During the past year, we served the following number of clients in each locality: San Luis Obispo; 31; Paso Robles: 17; Arroyo Grande: 13; Pismo Beach: 9; Grover Beach 9; Nipomo: 7; Templeton: 6; Los Osos: 5; Morro Bay: 7; Atascadero: 5; Cayucos: 3; Oceano: 1; There is always a waiting list for a Caring Caller in each of these communities. d) Who will benefit and how they benefit Low income people over age 60' who live in isolated conditions will benefit from the visits of Caring Callers. The Program is designed to stimulate and enhance the social activities of a frail, lonely and mostly isolated population. The mental and social stimulation that our clients are missing due to lack of social/family support is provided by a Caring Callers Volunteer during a weekly visit. During that time, the pair may chat, play cards or board games, take walks and drives or go shopping. The caller may also provide transportation to doctors' appointments or therapy sessions. • Our 2006 Client data show that we that we provided 5390 hours of services to: • 94 Seniors age 75+ • 54 Seniors age 85+ 110 Total Number of Seniors, of whom 24 were new this year e) Collaboration with Other Agencies The Caring Callers Program works closely with and receives referrals from the following agencies: Senior Information and Referral, the County's In-Home Supportive Services Program, Hospice of SLO, Senior Peer Counseling, and home health agencies. Also, we refer our clients to other agencies. During the initial Caring Callers' intake process, an attempt is made to identify any client need that another agency could meet. The referral is discussed with the client and if she/he agrees, a release form is signed and the referral is made. - Caring Callers and Senior Peer Counseling are providing a continuum of care for seniors, which will hopefully, build a client base for both programs that give seniors a more cohesive support system throughout the county. Program staff attends monthly meetings with like agencies such as the Adult Abuse Prevention Council, the Financial Abuse Specialist Team of SLO County, Senior Peer Counseling, Human Services Community Council; United Way, Disaster Planning Group of SLO County. These groups collaborate by developing plans to serve senior residents, to expand services, and to solve pressing needs. 2007 CDBG Application Organization: Wilshire Foundation, Inc.- Carine Callers Caring Callers is an integral part of the community-based, long-term care system in San Luis Obispo County, working cooperatively with home health agencies, hospital discharge planners, home-delivered meal programs and the various County departments that serve the elderly. f) Outcome Measures Outcomes are measured by collecting data. This is done by volunteers' reports to the Director on the hours of services they provide and by and professional judgment. An annual survey is mailed to clients asking how the Program has enhanced the client's life and how satisfied they are with the service. Clients (73%) stated that their "Caring Caller brings an element of "renewed spirit" and that they value "having someone and something to look forward to in the future". g) Milestones This fall, we plan to have each volunteer ("Caring Caller") distribute a personalized disaster survival kit to their clients throughout the County. The Program Director is completing a CERT training and belongs to a Disaster Preparedness Council made up of non-profits in the county, and headed up by HOTLINE. This will be an ongoing activity. We continue to use the resources of the Braille Institute to bring a hew avenue of enjoyment to visually impaired clients. h) New components Our brochure was translated into Spanish this fall and will be distributed throughout the County during the year. We will also have each client receive a holiday gift this year, provided by a community program that provides this service each year. This is in conjunction with a motorcycle club that annually delivers shopping gift certificates to a select group of socially isolated individuals. 4. Total amount of CDBG funds requested: $ 9.000.00 Please identify the jurisdiction(s) to which you are applying*: Paso Robles, Arroyo Grande. Atascadero, Grover Beach If you are requesting CDBG funds from more than one jurisdiction, please break down the amount shown above by the jurisdiction listed below. City of Arroyo Grande: $2,000.00 City of Paso Robles: $3,000.00 City of Atascadero: $2,000.00 City of San Luis Obispo: -------- City of Grover Beach: $2,000.00 County of San Luis Obispo: ------- 2007 CDBG Application OiganlZation: Wilshire Foundation, Inc: Caring Callers *NOTE: If you are applying to one or more cities, please provide a copy of the application to the County by the application deadline of Monday, October 30, 2006. 5. Please describe the budget for the proposed project or program. Itemize all sources of funding expected to be available and used for this project a. Revenues: 1. CDBG Funds requested $ 9,000 2. Other federal funds (describe below) $ 0 3. State Source(s) (please describe below) $ 0 4. Local source(s) (please describe below' $4,700 $2,000 5. Other Funds (please describe below) $1,500 'City & County of San Luis Obispo, St. Barnabus Thrift Shop, bequests and other fund raising activities Total Revenues $17,200 b. Expenditures: List below by item or cost category. 1. Salaries $17,520 2. Payroll Taxes $1,432 3. PTO $1,945 4. Health Insurance $1,380 5. Workers' Compensation $ 152 6. Travel $ 600 7. Audit Fees $1,200 8. Office Supplies $ 500 9. Telephone $ 200 10 . Meetings and Conferences $ 500 11 . Program Promotion $500 12 . Fund Raising and Development $1,000 13 . Volunteer Support $1,000 14 . Postage $120 15 . Insurance $480 16 . Utilities $ 144 17 . Rent $1,800 Total Expenditures $30,473 2007 CDBG Application Organization: Wilshire Foundation. Inc.- Carine Callers c. How do you plan to fund the operation and maintenance costs (if any) associated with this project? Are these fixnds available now? If not, when will they be available? And from what source(s)? All funding is not available at the start of our program year. We hope to balance the budget by the end of the year by fund raising and other grant writing. d. Will CDBG funds be used to match/leverage other funds? List below funding sources and amounts and identify award dates of these sources. Yes, other sources of funding look at our Budget to determine if we are being supported by our local community and that we are seen as valuable to our elderly population. Please see # 4 above for other sources of funding 6. Does the proposed project or activity meet one of the three national objectives of the CDBG program? Please check one of the objectives below that applies to the ' proposal, and explain how the project or activity meets that national objective. a. X Benefits low- and moderate-income persons as defined by the U.S. Department of Housing and Urban Development (HUD). NOTE: To meet this national objective, the proposed activity must benefit a specific clientele or residents in a particular area of the County or participating city, at least 51 percent of who are low- and moderate-income persons. See current income limit schedule in the Request for Proposals. b. Aids in the prevention or elimination of slums or blight. NOTE: To meet this national objective, the proposed activity must be within a designated slum or blighted area and must be designed to address one or more conditions that contributed to the deterioration of the azea. c. Meets community development needs having a particular urgency where existing conditions pose a serious and immediate threat to the health or welfare of the community, and no other funding sources are available. NOTE: To meet this national objective, the proposed activity must deal with major catastrophes or emergencies such as floods or earthquakes. If the project or program is designed to meet the national objective of providing benefit to low- and moderate-income persons, please estimate the number of persons (or households) to benefit from the project and break that estimate down by income.group as follows: 2007 CDBG Application Organization: Wilshire Foundation, Inc.- Caring Callers a. Total number of persons or households who will benefit from the project or program (regazdless of income group): 120 Persons/households (circle the applicable unit) b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 29% Persons/households (circle the applicable unit) c. Of the total number of persons or households entered above, how many will be very low-income (eaming 50% or less of the County median-income)? 71% Persons/households (circle the applicable unit) 8. Please provide the following information regarding the number of persons/households who will directly benefit from the funding requested in this application. a. Total number of persons or households who will directly benefit from the CDBG funds (regardless of income group): 120 Persons households (circle the applicable unit) b. Of the total number of persons or households entered above, how many will be low-income (earning 51 % - 80% or less of the County median-income)? 35 persons/households (circle the applicable unit) c. Of the total number of persons or households entered above, how many will be very low-income (eaming 50% or less of the County median-income)? 85 Persons/households (circle the applicable unit) 9. Who are the clients of your organization? (Example: low- to moderate-income persons, elderly persons, severely disabled persons, migrant farm workers, battered spouses, etc.) Low income elderly, most of who are homebound or limited in mobility. 10. How do you currently collect demographic data on the beneficiaries of the proposed project or program? (Example: racial/ethnic characteristics) Our intake form contains demographic data. Our computer program monitors all statistical information used to provide reports to our funding sources. 2007 CDBG Application Organization: Wilshve Foundation. Inc.- Carins Callers l 1. How do you currently document income status of each client? (Example: very low, low- and moderate-income) We do not formally document the income status of our clients. However, our referral sources are all programs that serve low-income people. 12. How will the clients benefit from this project? Our main objective is to allow senior to stay in their homes, avoiding institutionalization whenever possible. Research shows that removing older people from their home environment significantly reduces their quality of life and often hastens death. Many of our clients are homebound and/or isolated and do not have the social contacts needed to maintain their self esteem and avoid depression, etc. For such seniors, a Caring Caller may be the only source of social and emotional contact. The contact that a Caring Caller provides adds significant meaning to the client's life and postpones or eliminates the need for institutionalization. 13. Will the services offered by your organization increase or expand as a result of the CDBG assistance? If yes, please answer the following questions: a. What new programs and/or services will be provided? This is answered in the body of the narrative. b. Describe how existing programs and/or services will be expanded and what percentage of an increase is expected? There are waiting lists in all of our geographic areas. If we receive the CDBG funding requested, more people on the waiting lists will be able to participate in the Caring Callers Programs. We will continue to distribute personalized disaster kits and information to our clients in order to add a new feeling of safety for the lonely/frail individuals in the Caring Callers Program. Also, since program costs continually increase, the CDBG money we receive help us meet these costs. Future purchasers of disaster kit supplies, office space cost plus and increase in support materials. 14. Check any of the following eligible activity categories that apply to the proposed project or program: (Refer to CDBG regulations and the Guide to Eligible CDBG Activities). Acquisition of real property Disposition of real property 2007 CDBG Application Organization: Wilshire Foundation, Inc.-Carine Callers Public facilities and improvements (may include acquisition, construction, reconstruction, rehabilitation or installation) Privately owned utilities Clearance, demolition, removal of buildings and improvements, and/or movement of structures to other sites Interim assistance Relocation of individuals, families, businesses, non-profit organizations, and/or farms Removal of architectural barriers Housing rehabilitation New housing construction (under limited circumstances) Code enforcement Historic preservation Commercial or industrial rehabilitation Special economic development XX Special activities by subrecipients XX Public services Planning studies I5. Describe the need and the degree of urgency for the proposed project or program. What would be the consequences if the proposed project or program is not funded in the next year? We serve a population of isolated, often homebound, older people who are "at-risk" of institutionalization and who may be lonely and depressed. If we did not see them and provide the social contact of our caring callers as well as the practical service of linking them up to other vital community services (see question #3, e. re "Collaboration"), many might end up with far more serious problems, possibly necessitating institutionalization. Without the concern of a caring caller, our clients would also be "at-risk" of scam, fraud, and abuse. Our new endeavor of supplying disaster kits would not be continued. The 2007 CDBG Application Organization: Wilshire Foundation, Inc.-Carine Callers Directors position was expanded in order to focus on client enrollment, this would also be curtailed. 16. Please describe the specific organizational method used to implement the proposed project or program (single or multiple group, public agency, non-profit, for-profit, experience in operating similar programs, etc.): We are anon-profit organization with one fulltime salaried employee. Our services are delivered by over 110 volunteers. The Director conducts outreach activities to isolated seniors and then conducts an assessment of their needs before matching them with a suitable volunteer. She also monitors the quality of service delivery and provides feedback/supervision to the volunteers. I certify that the information in this application is true and accurate to the best of my knowledge and Note to applicant: The County and cities require all of this grant recipients to maintain general liability, automobile and workman's compensation insurance with limits of not less than $1 million*. Provide documentation regazding ability to provide the required coverage. * Liability coverage may vary by jurisdiction. Please call the city/county contact to verify limits. Reporting of beneficiary data on a quarterly and yeaz-end basis is required for HUD purposes. If you are successful in obtaining federal funds you will need to attend a mandatory meeting at a yet to be determined time and location. Prior to HUD's release of grant conditions and/or funds for the CDBG-funded project, a review of the project's potential impact on the environment must be conducted by the awazding jurisdictions and approved by the County of San Luis Obispo prior to obligating ar incurring project costs. The County must certify to HUD that it has complied with all applicable envirotunental procedures and requirements. Should project costs be obligated or incurred prior to the completion of the necessary environmental review, the project shall not benefit from the federal funds. Tricia Ritchie Executive Vice President Printed or typed name Title 2007 CDBG Application Organization: Wilshire Foundation. Inc.- Caring Callers If you need assistance or have questions regarding this application, please contact any of the persons listed below. Your application(s) can be dropped off or mailed to the following locations: • Jim Bergman, Community Development Dept., City of Arroyo Grande, 214 E. Branch Street (P.O. Box 550), Arroyo Grande, CA 9342 ], (805) 473-5420. • Valerie Humphrey, Public Works Dept., City of A[ascadero, 6907 EI Camino Real, A[ascadero, CA 93422,(805)470-3460. • Janet Reese, Community Development Dept., City of Grover Beach, 154 S. Eighth St., Grover Beach, CA 93433,(805)473-4520. • Ed Gallagher, Community Development Dept., City of Paso Robles, 1000 Spring St., Paso Robles, CA 93446, (805) 237-3970. • Jeff Hook, Community Development Dept., City of San Luis Obispo, 919 Palm St., San Luis Obispo, CA 93401,(805)781-7170. • Tony Navarro, Dept. of Planning and Building, 976 Osos Street, Room 300, San Luis Obispo, CA 93408, (805) 781-5787. WILSI-ITRE FOUNDATION, INC. BOARD OF DIRECTORS TERMS Designated Directors Ira Alpert Ted Greenberg Tricia Ritchie Regular Directors Ron Andersen Tom Gordon Abbe Land Claze Richazdson Dodie Williams Officers Ira Alpert, President Ted Greenberg, Secretary Tricia Ritchie, Chief Financial Officer Term Expiration June 30, 2011 June 30, 2011 June 30, 2011 Term Expiration June 30, 2007 June 30, 2007 June 30, 2007 June 30, 2007 June 30, 2007 CARING CALLERS FY2007 BUDGET REVENUES: GRANTS 8 DONATIONS 10,000 FUND RAISING ACTIVITIES 5,000 TOTAL REVENUES 15,OD0 EXPENSES: SALARIES 17,520 PAYROLL TAXES 1,432 PTO 1,945 HEALTH INSURANCE 1,380 WORKERS COMPENSATION 152 TRAVEL 600 AUDIT FEES 1,200 OFFICE SUPPLIES 500 TELEPHONE 200 DUES dSUBSCRIPTIONS - MEETINGS d CONFERENCES 500 PROGRAM PROMOTION 500 FUNDRAISING 8 DEVELOPMENT 1,000 VOLUNTEER SUPPORT 1,000 POSTAGE 120 INSURANCE 480 DEPRECIATION - UTILITIES 144 RENT 1,800 TOTAL EXPENSES 30,473 NET INCOMEI(LOSS) (15,47]) CC Y007 BU~GET.ds 10(142008 ACORD CERTIFICATE OF LIABILITY INSURANCE TPIL9H 9 03 21 06 rrtoOUCEn THIS CERTIFICATE IS ISSUED A9 A MATTER OF WFORMATTON ONLY AND CONFERS NO RIGHiS UPON THE CERTIFICATE VISA Insurance Services HOLDER. THIS CERTIFlCATE DOES N07 AMEND, EXTEND OR ~^'0 Lava Ridge Ct., Sta 200 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. nville CA 93661 Yaone: 916-677-2100 Fax:916-677-7615 WSURERS AFFORDING CCVERAGE HAlGO Nilshire Foundation Znc. Mslmmrn H: Tra Alpe t wiyRtac 285 So tli St. Suite J ~Rpta San Lu~s Obispo CA 93401 ___ _ THE POLICIES Of IN6URANCE LLAYEO SFIOW HAVEBEEN 149UEO TOME NWURED N/1,60 AHOVFroRTFE P01.101'PERgD MDK.piED.NOTYAD/SUNDINO ANY RL-OUINE]dEHT, TEAM Olt CONORWN OI NIT CONTRACT OR D:1iDt DOtl1LtElfi Wfil1 FL4ECT TO WHICi1lTr5 CERTIFlCATE WYHE CLUED OR MAY PERTAW, THE YiSUPANCE AFFORDED HY THE POtKIES OE9CWHED 11EAEM C SUFJFR TOALLTNElF3Wy E%GLU]ANS IWD WfOfT10M60P tUCN POLICIES. AGGRFCATH lllAlis SHOWN MAY ltA~'EOEB/ REDUCED HY PAID CUW. LYR TYPl OP MSIIRANCE POLICY NIMSEII GATE p LSE oenERALLUaILm FACliDCDUNt9+CE i 1, 000 000 A E CANEIERCW. 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(a Non-profit Corporation) Wilshire Retirement Canter Pallbrook, Inc. JR PROPERTY COVERAGE ONLYt Additional Named Snanred (a)s I BestCare Home Health Agency SestCare Central Coast Home Health Agency HeBtCare Southern California Home Health Agency Hospice Partners of the Central Coast (a Non-profit Corporation) Wilshire Canv Managamont PACE 212' RCVD AT 3@18006 0:02:3 PM JPatHic Standard TimeJ' SYR:OS~fiFAX114 `DHIS:i119' CSO): `DURATION ACORD_ CERTIFICATE OF LIABILITY INSURANCE „~~ g X03 1~7n 06 paooucER {T--; Iasuraace Services Lave Ridge Ct.! Sta 200 THl$ CERTffN:ATE IS 135UED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER THIS CERTIFICATE DOES NOTAMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BYTHE POLICIES BELOW. g~~evilla CA 95661 Phone1916-677-2100 PaTC_916-677-2615 ~ MSURER3 AFFORDMG COVERAGE NAICD ~~EO iauaExti Redwood Pire & CasualC NAlRER e: Wilshire Poundaticn Inc. iatlRERC . 2E5 3oT~th ggtt. 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AGG { f~Xt7~R1M7Re1n t14BalfY FiYd70WSYmlC6 f OCCUR ~ CUNb NME AGGREWTE i L DEDUC71a12 i RE[L7DON i / f YIOfl IffAS CONmptsATNN ANO Z L FA A °AP ANY LarrRSUAaIUn PROPRIE7IDRIP M w833-6039 03/01/06 03/01/07 ELlACIIApFJOIi 11000000 ° MO~+w E.I. D[SPiISE-Fw 11000000 s~EG1 PRD1A~Of4Mor El OapASE-poucruMR i S0o0000 OTNEa D64CRIPTpN OF OPTDlAT1ON{/LOCATIONSlYBOCLES! paCLLLYi0N5 ADDW fiY H/OOR{EIF7ff 16PELTALPMNZiONS •Sxcept 10 day aotica for aoa-paymeat. 3iVIDE02 I sNOULD ANT OptNE ABOVE OESCALLED pOLIf.'B BE CANCELLED eEFDRETNE E]ff'LLATIOF OATETNEREOP,TILL LLSIIDlD P6UItERYALL ETOFJIVOR 7011AIL 30 pAYy YlR1TTFli NOOCCTO TILL CPATYaGTE MDIDERNAMED TO THE LEFT, [VT FAILURETD DO so ...., . Evideaoe of Iaearaaoe AaoDE NOOMIwTroN Oa uAan.RYGF ANr RND UPON iNE P+suRCR.lTS AGpxrs oR ~• ~' rg I: STATE OF CAllFORNIA FRANCHISE TAX BOARD eT45 FOLSOM sew., S1E: iso sACRAMetrro, cA ese2s~~ao In reply refer to : 3571ab: It Date ~ 08/01/94 SACRA1dENT0 ATTOR17CY6' SIIiVICE SACRAMEtTPp, CA 9587k i EXEMPT l_EITER OF GOOD STANDING• CORPORATE NAME I WILSiiIRE FOUNDATION,. INC. NUMBER 048475? 08 - O1 - 94 The above designated organizatlon is currently exempt from tax under Sectlon 23701 ~]'of the Bank end Corporation Tex law and !n good stand'urg with this office at the present time. ~ Wfic Ser e Telephone: 1-i 1 c're imsn ~vsay Infernal Revenue Servlcc Otstrict Olrector . Wilshire Foundation Inc. 9100 Wilshire B1vd.,Suite 340 Beverly Hills, CA 90212-3415 RE: Wilshire Foundation Inc. EIN: 95-2374185 .Gentlemen: Departme~., of the Treasury P.O. Boz 2350 l.os Angeles, Calii. 90053 Rater Reply lo: EO (080194) Date: ~!!G G 3 _ jig Person to Contact: Gilpdha LeNwisb T1~213 )o~94~m13~r6 `i This letter is in response to your request for a copy of„ the determination letter for the above named organization. our records indicate that this organization was recognized to be exempt from Federal Income Tax in July. 1967 as described in Internal Revenue code section 5o1(c)(3). It ie further classified as an organization that is not a private foundation as defined in Section 509Sa) of the code, because it is an organization described in Section 170(b)(1)(A)(iii). The exempt status for the determination letter issued in July 1967 continues to be in effect. If you need further assistance, please contact our office at the above address or telephone number. Sincerely, >~° ILDA LEWIS' Disclosure Assistant Yage 1 of Jim Bergman From: Philip Pacheco [ppacheco@LifeStepsFoundation.org] Sent: Wednesday, November Ot, 2006 1:35 PM To: Jim Bergman Cc: Cherri Neal Subject: Msg from Philip Pacheco (Life Steps Fdn.) Jim, here is a clarification to our CDBG application: We are asking the following jurisdictions to divide our request for $13,500 to supplement the salary of the Alcohol and Drug Free Living Center's Program Supervisor as follows: City of Arroyo Grande $ 1,350.00 City of Atascadero $ 6,480.00 City of Grover Beach $ 3,105.00 City of San Luis Obispo $ 1,282.50 County of San Luis Obispo $ 1,282.50 Thank you, Jim. Please feel free to call me at the office for any questions you may have. Philip Pacheco ppacheco@lifestepsfoundation.org (310) 410-8190, ext. 27 www.lifestepsfoundation_org 11/1/2006 I_ (1 F '~ T F P 5 ~ F O L' ?~' f_i q T 1 C~ ~ ~~ ~~~'~cs9 _.~ ~ "t' a;; ii:::l October 27, 2006 ~~{~1 VF r..^: F?l-;f..J ~~r:. Iii C ~';7MM~(tiiY Ci:',~:G'rMcY~'i Tony Navan~o, Planner Ill Department of Planning and Building 976 Osos Street, Room 300 San Luis Obispo, California 93408 Dear Tony: Attached please find our application for the 2007 Community Development Block Grant (CDBG) Program for Life Steps Alcohol and Drug Free Living Center in San Luis Obispo. As we discussed I have ~eritten the confidential address of the Center in a separate envelope. Please contact me if I may be of any further assistance in the processing of our application. My office number is: (310) 410-8190, extension 27 and my e-mail address is: ppachecoalifestepsfoundation.org Thank you very much for all of your help. Si erely, ilip acheco Development Coordinator Life Steps Foundation, Inc. attachments 5839 Green Va(Iey Cirrle, Ste. 204 Culver City, CA 90230 (710) 410-8190 (310; 410-8196 fax www.l ifestepsfou ndation. org ~1~T :, kr~ ,~ 1j(i~ CITY OF ~.RRO'f0 G24NCE County of San Luis Obispo ~`~rvirviurvl~r Di:~tiELC,r;,~Er~; Community Development Block Grant (CDBG) Program Application for Funding During 2007 Program Year (Attach additional sheets if necessary.) To be considered for CDBG assistance, please submit this completed application with any exhibits, budgets or beneficiary data as needed. Applications can be mailed [o one of the participating jurisdictions listed in this application or to: Tony Navarro, Planner III, Department of Planning and Building, 976 Osos Street, Room 300, San Luis Obispo, CA, 93408 or hand delivered to Tony Navarro at 1050 Monterey Street, Room 370, San Luis Obispo, CA, faxed to (805) 781-5624, or e-mailed to tnavarro@co.slo.ca.us. The application deadline is 5:00 p.m., Monday, October 30, 2006. Applications must be received by one of the participating jurisdictions of the Urban County prior to close of the business day. Postmark dated mail received after the deadline will not be accepted. Note: (I) Please review the CDBG regulations and guidelines and the Request for Proposals before completing this proposal. A copy of aHUD-prepared CDBG eligibility guidebook is available upon request from County staff. Also, please call County and/or city CDBG staff with any questions about how to complete the form or about the rating criteria and process. (2) If the information for any of the questions below requires more room to provide a complete explanation of your proposed project or program, please attach additional sheets. 1. Name and mailing address of applicant organization, with contact person, phone and fax numbers, and a-mail address: Name: Life Steps Foundation, Inc. Address (mailine and physical address requested if differentl: 3450 Broad Street, Suite 104, San Luis Obispo, California 93401 Contact person/title: Cherri Neal, Program Director Telephone: (805) 549-0150 (San Luis Obispo -Broad Street office) (805) 545-5870 (Drug and Alcohol Free Living Center) Fax: (805)549-8973 E-mail address: cneal@lifestepsfou ndation.org 2. Title/name/address of proposed project or program: Alcohol and Drug Free Living Center (Physical address -confidential. Provided to CDBG Project panel under separate cover) 2007 CDBG Application Page 2 of 11 Life Steps Foundation, Inc. 3. Please describe the proposed project or program. Include a description of the groups who will benefit and an explanation of how they will benefit from the proposed project or program. For projects, describe the location of the project (be as specific as possible, e.g., street address). For programs, state the location from which the program will be operated and/or describe the geographic area served by the program. Also, please include a schedule of project program milestones. Alcohol and Drug Free Living Center The Drug and Alcohol Services Division of Life Steps foundation has a 15-year history of developing innovative programs in San Luis Obispo County for women impacted by substance abuse. The ultimate goal of the three Life S[eps drug and alcohol programs is to help mothers develop healthy lifestyles free of addictive substances. Life Steps Foundation is requesting $13,500 to supplement the yearly salary of the program supervisor position at the Alcohol and Drug Free Living Center (the "Center") in the City of San Luis Obispo. Describe Program/Project. The Center is a sober living residential facility that provides from 9 to 12 months of residential treatment for pregnant and parenting women over 18 years old. Their children, 5 and under, reside with them during their stay. Children transition into the program within the first 60 days followine an assessment of the mother's ability to care for them. Referrals for the program come through the County Drug and Alcohol Services Department. During the 9- to 12-month stay in the facility, women are randomly tested for drugs and alcohol. To remain in the program, clients must test clean at all times. Through facilitated therapeutic groups, resident's council meetings, parenting training, clinical counseling with County Drug and Alcohol Services, and Life Steps Foundation's case management services, women prepare to be reintegrated into their community as family's units Who Benefits. San Luis Obispo families at high risk for drug and alcohol abuse benefit from the Center's family systems approach during treatment. Life Steps Foundation keeps the families together during the recovery process. Most of the mothers do not have custody of their children. Part of the recovery process involves ongoing negotiations with Child Welfare Services to regain child custody. The facility supports and collaborates with the efforts of the San Luis Obispo County's health and human services departments to promote the health and well being of pregnant and parenting women in recovery from drugs and alcohol. The family centered approach is effective in treating not only the women but in breaking the cycle of future abuse for their children. Location and geographic area sewed. The Center is located in the city of San Luis Obispo and serves the entire San Luis Obispo County area. Due to the nature of the treatment and a long history of domestic violence experienced by the women the location of the Center is confidential, but has been provided to the CDBG panel under separate cover. 2007 CDBG Application Page 3 of 11 Schedule of Program Milestones: Life Steps Foundation, Inc. I. 1990: Unmet need for a substance abuse residential treatment service, targeting pregnant women and women with children, is identified. Purchase of a property and licensing of a 15 bed capacity is completed. 2. 1991: Life Steps Foundation is licensed through Medi-Cal and starts to operate the Drug Free Living Center in the city of San Luis Obispo through a collaborative with the Department of Drug and Alcohol. 3. 1993: Funding for the program through Medi-Cal is phased out and the Department of Drug and Alcohol incorporates the program in its budget. 4. 1998-2006: Life Steps initiates on-going fundraising and grant writing activities to supplement the program budget. 5. 2000-2006: The County Board of Supervisors approves partial funding allocation from the Department of Social Services budget to supplement funding cut by the Department of Drug and Alcohol to the program. 6. 2006, Life Steps Foundation opened Anna's House, to assist the women who complete treatment with transitional housing due to shortage of affordable housing the County (Attachment 2). 4. Total amount of CDBG funds requested: $ 13,500 Please identify the jurisdiction(s) to which you are applying:* If you are requesting CDBG funds from more than one jurisdiction, please break down the amount shown above by the jurisdiction listed below. City of Arroyo Grande City of Atascadero City of Grover Beach Countywide *Note: 5. xxx City of Paso Robles xxx City of San Luis Obispo xxx xxx County of San Luis Obispo xxx If you are applying to one or more cities, please provide a copy of the application to the county by the application deadline of Monday, October 30, 2006. Please describe the budget for the proposed project or program. Itemize all sources of funding expected to be available and used for this project. Please see Attachment 1 for the budget for the Center. 2007 CDBG Application Page 4 of 11 a. Revenue: Life Steps Foundation, Inc. 1. CDBG funds requested ..........................................................................$13,500 2. Other federal fund(s) (please describe below) ..................................................0 3. State source(s) (please describe below) ............................................................0 4. Local source(s) (please describe below) ................................................136,000 5. Other funds (please describe below) .................................................... 41.304 Total revenue: $190.804 b. Expenditures: List below by item or cost category. San Luis Obispo County (Department of Drug and Alcohol, Department of Social Services) contributes $136,000 to the Center's $190,804 total operating expenses. A grant of $13,500 to supplement the program supervisor's salary will leave Life Steps Foundation with $41,304 in operating expenses to finance through local fund-raising and our general fund. c. How do you plan to fund the operation and maintenance costs (if any) associated with this project? Are these funds available now? If not, when will they be available? And from what source(s)? San Luis Obispo County, through the Department of Drus and Alcohol Services, funds 72 percent of the budget for operation of the Alcohol and Drug Free Living Center Life Steps Foundation conducts grant writing all year long to help create a reserve fund to supplement both program operations and maintenance of the property. d. Will CDBG funds be used to match/leverage other funds? List below funding sources and amounts and identify award dates of these sources. Life Steps Foundation will add CDBG funds to funding it receives from San Luis Obispo County ($136,000) and from separate local fund-raising efforts conducted by the Drug and Alcohol Services Division of Life Steps Foundation. Currently we are submitting a proposal to Wells Fargo Housing Foundation for $10,000 directed at the upkeep and maintenance of the property. 6. Does the proposed project or activity meet one of the three national objectives of the CDBG program? Please check one of the objectives below that applies to the proposal, and explain how the project or activity meets that national objective. a. xx Benefits low- and moderate-income persons as defined by the U.S. Department of Housing and Urban Development (HUD). Note: To meet this national objective, the proposed activity must benefit a specific clientele or residents in a particular area of the County or participating city, at 2007 CDBG Application Life Steps Foundation, Inc. Page 5 of 11 least 51 percent of who are low- and moderate-income persons. See current income limit schedule in the Request for Proposals. b. Aids in the prevention or elimination of slums or blight. Note: To meet this national objective, the proposed activity must be within a designated slum or blighted area and must be designed to address one or more conditions that contributed to the deterioration of the area. c. Meets community development needs having a particular urgency where existing conditions pose a serious and immediate threat to the health or welfare of the community, and no other funding sources are available. Note: To meet this national objective, the proposed activity must deal with major catastrophes or emergencies such as floods or earthquakes. 7. If the project or program is designed to meet the national objective of providing benefit to low- and moderate-income persons, please estimate the number of persons (or households) to benefit from the project and break that estimate down by income group as follows: a. Total number of persons or households who will benefit from the project or program (regardless of income group): 31 Persons/households (circle the applicable unit) b. Of the total number of persons or households entered above, how many will be low- income (earning 51%- 80% or less of the County median-income)? 0 Persons/households (circle the applicable unit) c. Of the total number of persons or households entered above, how many will be very low- income (earning 50%or less of the County median-income)? 31 Persons/households (circle the applicable unit) 8. Please provide the following information regarding the number of persons/households who will directly benefit from the funding requested in this application. a. Total number of persons or households who will directly beneTit from the CDBG funds (regardless of income group): including children. 31 Persons/households (circle the applicable unit) 2007 CDBG Application Page 6 of 11 Life Steps Foundation, Inc. b. Of the total number of persons or households entered above, how many will be low- income (earning 51%- 80%or less of the County median-income)? 0 Persons/households (circle the applicable unit) c. Of the total number of persons or households entered above, haw many will be very low- income (earning 50% or less of the County median-income)? 31 Persons/households (circle the applicable unit) 9. Who are the clients of your organization? (Example: low- to moderate-income persons, elderly persons, severely disabled persons, migrant farm workers, battered spouses, etc.) Life Steps Foundation helps people who have physical and mental health challenges through home- and community-based therapeutic support, mentoring, education and advocacy. Our service population consists of people of any age and background who have multiple physical, mental and emotional disabilities. Client services are offered through four divisions: Enfant and Children Services; Adult Services; Aging Services and Drug and Alcohol Services. Mothers treated at the Center are over 18, very low income residents of SLO County and are referred by the SLO County Drug and Alcohol Services Department as outlined under Section 3, Paragraph I (program description) of this application. Participants of the Alcohol and Drug Free Living Center come from all over the county of San Luis Obispo. The following breakdown shows the Center's enrollment by city and total cost for the last year. Each person (mother or child) staying at the center costs $6,154.96 a year. Arroyo Grande (10%) .......................................................................$18,464.88 Atascadero (48%) ............................................................................. $92,324.40 Grover City (23%) ............................................................................ $43,084.72 City of San Luis Obispo (19%) ........................................................ $36,929.76 10. How do you currently collect demographic data on the beneficiaries of the proposed project or program? (Example: racial/ethnic characteristics) During intake demographic data such as participants racial/ethnic characteristics, age; number of children; economic status; is collected in collaboration with the Department of Drug and Alcohol. Collaborating agencies, such as the Child Welfare System (CWS) and the Department of Probation and Drug Dependency Court, also forward historical backgrounds on clients to the Center. Further data is collected on: treatment completion, relapses, employment upon completion of treatment, family reunification. Data is shared with the Department of Drug and Alcohol. 2007 CDBG Application Life Steps Foundation, Inc. Page 7 of 11 11. How do you currently document income status of each client? (Example: very low, low- and moderate-income) Participants report whatever income they have during the intake process. However, rarely do new enrollees have income. If they do, usually, it is through welfare programs such as General Relief (GR). Life Steps Foundation documentation of income complies with [he Contractor Quarterly CDBG Report for identifying low-income families. 12. How will the clients benefit from this project? The Alcohol and Drug Free Living Center is the only substance abuse residential treatment program for women with children in the city of San Luis Obispo. Its focus on the family unit, as opposed to only the mother, emphasizes the preventative nature of the services by breaking the cycle of abuse for the children. All mothers who participate in the Alcohol and Drug Free Living Center have the opportunity to reunite with their children while receiving in the residential setting. Children up to 5 years old live with their mothers in a nurturing, safe, clean and structured environment. Upon initially entering the Center, some of the mothers do not have custody of their children. Part of the recovery process involves ongoing negotiations with Child Welfare Services to regain child custody. The women have to strive to meet [he treatment milestones in order to be reunited with their children while undergoing treatment. Keeping families together is the cornerstone of the program. Case management is another key benefit to participating mothers at the Center. Center staff create individual treatment plans for each mother and her family. The plans include regular coordination of all necessary medical and mental health appointments through the county's Drug and Alcohol Services Department. They also include other support services, such as NA/AA meetings, parenting classes, benefit programs, vocational training, job application and interviewing, finding affordable housing. Additional components of the Center's programs include weekly resident council meetings, monthly family socialization outings, attendance to AA meetings and life skills training. These activities provide the vital skills necessary to reach self-sufficiency and raise healthy, functional families. 13. Will the services offered by your organization increase or expand as a result of the CDBG assistance? If yes, please answer the following questions: a. What new programs and/or services will be provided? The CDBG assistance will impact the expansion of our services in an indirect manner. There have been many situations in which Center graduates returned to homeless shelters simply because the county did not have adequate transitional living programs in San Luis Obispo. On August 1 of this year, Life Steps Foundation opened Anna's House, a new transitional home for graduates of Life Steps Foundation's recovery programs. The house serves as a bridge between emergency residential treatment and independent living /self-sufficiency. Anna's House is afive-bedroom home. It will be available to the families who complete the 12-month recovery program. (See Attachment 2 for Anna's House press information.) San Luis Obispo currently offers no other transitional home for women and their children. Being able to keep the Drug Free Living Center at capacity with atoll-time Program Supervisor will provide more 2007 CDBG Application Page 8 of 11 Life Steps Foundation, Inc. graduates the opportunity to use Anna's House during asix-month period until they can secure affordable housing. This transition will enhance their chances of success as they integrate into the community. b. Describe how existing programs and/or services will be expanded and what percentage of an increase is expected? The Center always runs at capacity enrollment. Applicants must currently add their names to an eight-month waiting list to participate in the facility. CDBG funding to supplement the salary of the program supervisor will allow the program director to focus on fund-raising to expand current services under the division. 14. Check any of the following eligible activity categories that apply to the proposed project or program: (Refer to CDBG regulations and the Guide to Eligible CDBG Activities). Acquisition of real propertv Disposition of real propertv Public facilities and improvements (may include acquisition, construction, recnnstn~ctinn. rehahilitatinn nr in~tallatinnl Privately owned uti I ities Clearance, demolition, removal of buildings and improvements, and/or movement of ~tructure~ in other sites Interim assistance Relocation of individuals, families, businesses, non-profit organizations, and/or farms Removal of architectural barriers Housing rehabilitation New housing construction (under limited circumstances) Code enforcement Historic preservation Commercial or industrial rehabilitation Special economic development Special activities by subrecipients xx Public services Planning studies 2007 CDBG Application Page 9 of 11 Life Steps Foundation, Inc. 15. Describe the need and the degree of urgency for the proposed project or program. What would be the consequences if the proposed project or program is not funded in the next year? Substance abuse is an increasingly dangerous problem in San Luis Obispo County. In alarming numbers, Central Coast residents are using heroin, methamphetamine and alcohol as a means to cope with life. Distribution and availability of these substances is also spiraling: they represent a very significant threat to the Central Coast area. Substance abuse among pregnant women remains a major cause of infant mortality and the cause of poor health among low-income women and children. The following figures help illustrate the enormous problem facing the San Luis Obispo County: Half of drug abuse is in the childbearing age group of 15 to 44 years. According to the San Luis Obispo County Public Health Department, more than 15 percent of pregnant women in San Luis Obispo County do not get prenatal care during their first trimester. The recent U.S. Census indicates that 1,592 women-headed households in San Luis Obispo County are at or below the poverty line. During 2003-2005, 89.4 percent of mothers admitted to early childhood sexual abuse or physical abuse at Life Steps Pasos de Vida residential recovery. Of these mothers, 80.4 percent experienced domestic violence. The physical geography of San Luis Obispo increases the problem of preventing women at risk from accessing recovery treatment. Recovery centers (outpatients) within the rural area of San Luis Obispo are few, and travel distances are great. Moreover, the public transportation system in rural areas is historically scarce. The statistic sampling above, a eight-month waiting list to participate in the program demonstrate the significance of the Center's services in the area. The Alcohol and Drug Free Living Center is the only residential drug treatment facility for women and their children in the city of San Luis Obispo. The Center receives partial funding from San Luis Obispo County (see Budget Attachment 1). Reduced funding will force Life Steps to reduce the current capacity of the program. Waiting lists for drug treatment at any facility will grow longer. Reduced funding will also impose severe financial burdens on the county's justice system, social services departments, police enforcement, foster care programs, and child protective services. 16. Please describe the specific organizational method used to implement the proposed project or program (single or multiple group, public agency, non- profit, for-profit, experience in operating similar programs, etc.): The Drug and Alcohol Services Division operates within Life Steps Foundation, Inc., a non- profit 501(c)(3) social service organization that serves people in four different program divisions: infant/children services; adult services; aging services; and drug and alcohol services. 2007 CDBG Application Page 10 of 1~1 Life Steps Foundation, Inc. Participants r~i the Alcohol and Drug Free Living Center are first screened by the county's Drug and F~Icohol Services. The State of California Department of Alcohol and Drug Programs (ADP), through its Perinatal Service Network (PSN), determines the guidelines that L i-Se Steps and its clients must comply with for admission to [he program. If the woman i•., pregnant or has a child younger than 1 year and is using harmful drugs, she is automatically considered ahigh-risk priority for admission to residential treatment. If the Center has available room, the client is scheduled for intake. If no room is available, the client is placed on a waiting list that follows Admissions Priority Guidelines of the State's Alcohol and Drug Programs (ADP). The Center's program services (outlined in Section 12 above) focuses on: (a) promoting sobriety and recovery; (b) preventing relapse; (c) supporting the mother's gradual transition into the community; and (d) assisting the client in securing employment. certify that the information in this application is true and accurate to the best of my knowledge and ability. ''s Cherri Neal, Director of Drug and Alcohol Services Life Steps Foundation, Inc. /l>/~~~/O~, Date Note to Applicant: The County and cities require all of this grant recipients to maintain general liability, automobile and workman's compensation insurance with limits of not less than $1 million.* Provide documentation regarding ability to provide the required coverage. * Liability coverage may vary by jurisdiction. Please call the city/county contact to verify limits. Reporting of beneficiary data on a quarterly and year-end basis is required for HUD purposes. If you are successful in obtaining federal funds you will need to attend a mandatory meeting at a yet to be determined time and location. Prior to HUD's release of grant conditions and/or funds for the CDBG-funded project, a review of the project's potential impact on the environment must be conducted by the awarding jurisdictions and approved by the County of San Luis Obispo prior to obligating or incurring project costs. The County must certify to HUD that it has complied with all applicable environmental procedures and requirements. Should project costs be obligated or incurred prior to the completion of the necessary environmental review, the project shall not benefit from the federal funds. 2007 CDBG Application Life Steps Foundation, Inc. Page 11 of 11 If you need assistance or have questions regarding this application, please contact any of the persons listed below. Your application(s) can be dropped off or mailed to the following locations: Jim Bergman, Community Development Dept., City of Arroyo Grande, 214 E. Branch Street (P.O. Box 550), Arroyo Grande, CA 93421, (805) 473-5420. Valerie Humphrey, Public Works Dept., City of Atascadero, 6907 EI Camino Real, Atascadero, CA 93422, (805) 470-3460. Janet Reese, Community Development Dept., City of Grover Beach, 154 S. Eighth St., Grover Beach, CA 93433, (805) 473-4520. Ed Gallagher, Community Development Dept., City of Paso Robles, 1000 Spring St., Paso Robles, CA 93446, (805) 237-3970. Jeff Hook, Community Development Dept., City of San Luis Obispo, 919 Palm St., San Luis Obispo, CA 93401, (805) 781-7170. Tony Navarro, Dept. of Planning and Building, 976 Osos Street, Room 300, San Luis Obispo, CA 93408, (805) 781-5787. Attachment 1 Contract Budget FY 2006/2007 BUDGET REQUEST FORM Project SLO County Other Funding Ex ense Grant Available I. PERSONNEL EXPENSES (Associated with the proposed project) Program Supervisor $28,080 $20,015 $8,065 Center Recovery Supports -Five Staff $65,520 $46,701 $18,819 Employees' Fringe Benefit @ 27 % $25,272 18 013 $7,259 Subtotal-PersonnelEapenses $118,872 $84,729 $34,143 II. OPERATING EXPENSES (Associated with the proposed project) Automobile Expense $ 120 $ 86 $ 34 Employee Mileage $ 84 $ 60 $ 24 Insurance -Genera] Liability $ 3,505 $ 2,498 $ 1,007 Minor Equipment $ 120 $ 86 $ 34 Office Supplies $ 120 $ 86 $ 34 Pagers & Paging Equipment $ 84 $ 60 $ 24 Postage and Freight $ 96 $ 68 $ 28 Program Supplies -Expendable $ 168 $ 120 $ 48 Recruiting $ 1,200 $ 855 $ 345 Rent -Facility $31,360 $22,353 $ 9,007 Repairs and Maintenance $ 1,200 $ 855 $ 345 Seminars & Workshops $ 60 $ 43 $ 17 Taxes, Fees, and Licenses $ 49 $ 35 $ 14 Telephone and Network Communication $ 2,100 $ 1,497 $ 603 Utilities (Gas, Water, Electric, & Refuse) 6 996 4 987 2 009 Subtotal -Operating Expenses $47,406 $33,790 $1 3,616 III. INDIRECT COST @ 14.75 % $24,526 $1 7,481 $ 7,045 Total Grant Project Expenses $190.804 $136,000 $54,804 Funding Sources: SLO County $136,000 Community Development Block Grant $ 13,500 Life Steps Foundation, Inc. $ 41,304 $ V N D A Y , AUGUST l5 , 2 O' O 6 SAN Lma Oa7slq CotrNrv, C.v.Ir. sober=liu ;> F.:~,. , home~is~~fir Women and their d7p'drtiititow have a place to`live in.San:Luie`Obispo;, County white they reenter; itodety after- completing drug and akohbl treatrheat Programs. .. Anna's Ha7ne is a 5vebedroom;trantw~: 5onil home iu Arsoyo Gia7ide:thatof6erq~ wpruen housing; therapy;~recovery~p~'o-a: grams andp'b services ;•. ~ . '`;?;t ~.,- ~'.- 'Htere ere-five sobeo-livlog.hoines for' men end' Sittce for vivmen:in tlie: coimty:,? Anna's Howse is the 5rsr'for womenaad3 tharchildrea r t+'( i'~`r'~j'.'~n~ ~'~'~5~ ', ,:To:read:naori:+bout,~teAwo ' DRUG AND ALCOHOL PROGRAM Home#or former addicts opens BY SARAH AANQU731' Eight years ago, when Dee I{rogh began working atthe Pesos de Vida drug and alcohol treat- ment progra7n in Arroyo Grande, she dreamed that someday she would never again have to take women to the homeless shelter a~ ter they completed then movery. I'cannot tell you how many Anna$ House, a new frve-bedroom transkional home In Arroyo Grande, Is set up solely for recovering women and their children -the first such,program in SLO County COMMENTONLINE l"g VIsR seNubodspoton to post comments aDOUt AnnaY House in Arroyo Grande. sos de Vida's program director, I{rogh worked for years to secure funding and support for a transi- tionalliving home. Imes I had to do that (because the women had n0 other place to go) and how many girls couldnY make it in that situation," Krogh said. Phis week, her dream came true. Ttvo women graduated from a nine-month treatment program and moved into Anna's House, e transitional home for recovering women and the'v d7ildren. Before retiring last week as Pa- Please xe HOUS$ B4 Hou San Luis Obispo County IS•month-old daughter are se has 5ve sober-living homes two of thefvstresidentsofAn• Fmm Page BI for men and three forwomen, na's House. K'alicer graduated but this is the firs[ home for from a ntnemonth treatment 1t7anka to a grant from the women and their children, program July 25 and moved George Hoag Foundation; said Dodi Dunton, a county into the transifion house. women now have a place to drug and alcohol specialist Walker is asoft-spoken stayrentfreewh5etheyreen- "Jt'ssorelyneeded,"Dun- woman who repeated her tersodety,ISroghsaid. ton said. gratitude for the recovery ' PasosdeVidaandAnne's While living at Anna's programandasecondchance House are part of life Steps House, women wn at[md then- to be a good mother Foundation, a local social apyandretweryprogrunaas She regained custody of her .services agency. we~asreceivehousirlgandpb daughter earlier ehan she Anna's House is a. 5ve- services, saidCherri~Neal,the would have otherwise because bedroom home that shares a new program dircdor. Anna's House gave her a sta- large lot near Arroyo Grande "Sobriety is just the first ble place to Gve. WaYcer said with Pesos de Vida.. Ftve step, and entering soriety is a she has no family nt the area. women and [he'u ch7~dren can va77sidon and dhould be done Were it not for ~Jurna's live in Anna's House at one as easHy as possible," she said. House, she said, "I would've time. Dgt7ise Walker, 32, and her been on the streets." 7 rr rt w 7 B (D rt N 1 L. J + Internal Revenue Service uepartment of the Treasury District Director 300 N. Los Angeles Street. MS 7047 Los Angeles, CA 90012 RECEIVED IlOV 2 4 1997 Person to Contact LIFE STEPS FOUNDATION, INC. L BARRAGAN 12555 W. JEFFERSON BLVD., SUITE 275 Telephone Number: LOS ANGELES, CALIFORNIA 90066-7036 (213) 894-2336 Refer Repply to: EO(1030)97 Date: NOVEMBER 12, 1997 Dear Taxpayer: EIN: 95-3909174 This letter is in response to your request for a copy of the determination letter for the above named organization. Our records indicate this organization was recognized to be exempt from Federal Income Tax in APRIL 1984 as described in Internal Revenue Code Section 501(c)(3). It is further classified as an organization that is rot a private foundation as d=_fined in Section 509(a) of the Code, because it is an organization described in Section 170(b)(1)(A)(vi). Th=_ exempt status for the determination lets=_r issued in APRIL 1984 continu=_s to be in effect. If you need further assistance, please contact our office at the above address or telepho-e number. Sincerely, ~f ~y~~...l.~C_ Disclosure Assistant 11.a. TO: CITY COUNCIL MEMORANDUM FROM: DOUG PERRIN, INTERIM DIRECTOR OF PARKS, RECREATION AND FACILITIES Q~ SUBJECT: CONSIDERATION OF PROPOSED ORDINANCE AMENDING PORTIONS OF CHAPTER 12.16 OF TITLE 12 OF THE ARROYO GRANDE MUNICIPAL CODE RELATING TO THE COMMUNITY TREE PROGRAM DATE: FEBRUARY 27, 2007 RECOMMENDATION: It is recommended the City Council introduce an Ordinance amending portions of Chapter 12.16 of Title 12 of the Arroyo Grande Municipal Code, which include revisions to the Community Tree Program relating to the replacement of any regulated tree that dies. DISCUSSION: Background The Community Tree Program (AGMC Title 12.16) addresses various issues related to trees in Commercial, Multi-Family, Industrial, as well as Residential zones. Additionally, it addresses City Landmark trees and issues related to property development. The Ordinance was revised in 2006 after numerous public hearings before the Parks and Recreation Commission and the City Council. Recently, it has come to the attention of staff that the existing Ordinance does not include provisions related to tree replacement in the event a regulated tree dies due to disease or other circumstances. One of the key objectives of the Tree Ordinance is to prevent the removal of any regulated tree and to mitigate the removal of any regulated trees that does take place. However, in enforcing these objectives, staff has determined the Ordinance contains an existing loophole with regard to regulated trees that have died. Replacement of regulated trees can be required and enforced because it requires a tree removal permit. However, no tree removal permit is specifically required for removal of a dead regulated tree. Therefore, staff has no specific authority to require replacement of a dead regulated tree that is removed. CITY COUNCIL CONSIDERATION OF PROPOSED ORDINANCE 12.16 OF TITLE 12 OF THE ARROYO GRANDE COMMUNITY TREE PROGRAM FEBRUARY 27, 2007 PAGE 2 AMENDING PORTIONS OF CHAPTER MUNICIPAL CODE RELATING TO THE Proposed Definition The Ordinance revision includes the following proposed definition: "Dead Regulated Tree" means a regulated tree that is no longer alive or is in an advanced state of decline (where an insufficient amount of live tissue, green leaves, limbs or branches exist to sustain life) and has been determined to be in such a state of decline by a certified arborist during a non-dormant or other natural stage of the tree that would minimize the likelihood that the tree would be mistakenly identified as being in such a dead state. Proposed addition under Section 12.16.070 The Ordinance revision also includes the following proposed provision: Subject to obtaining a tree removal permit, a dead regulated tree, as defined by Section 12.16.020, may be removed, and a replacement tree from the approved City tree list and acceptable to the Director of Parks, Recreation and Facilities or his/her designee will be required to be planted in its place, unless determined by the Director of Parks, Recreation and Facilities to be unnecessary due to special circumstances of the site. Parks and Recreation Commission Review Substantially similar language was reviewed and Recreation Commission at its meeting on and recommended for approval by the Parks February 14, 2007. ALTERNATIVES: The following alternatives are provided for the Council's consideration: Introduce the Ordinance; Modify and introduce the Ordinance; Recommend no changes to the existing Ordinance; or Provide direction to staff. ORDINANCE NO. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE AMENDING PORTIONS OF CHAPTER 12.16 OF TITLE 12 OF THE ARROYO GRANDE MUNICIPAL CODE RELATING TO THE COMMUNITY TREE PROGRAM WHEREAS, it is in the best interest of the City, the public, and the environment to have a comprehensive communitytree program that promotes the preservation, the maintenance, and the regeneration of all trees; and WHEREAS, on February 14, 2007, the Parks and Recreation Commission reviewed and considered the information presented and recommends approval of the proposed amendments to the Arroyo Grande Municipal Code relating to the community tree program. NOW, THEREFORE, BE IT ORDAINED by the City Council of the City of Arroyo Grande, as follows: The above recitals and findings are true and correct. 2. 3. Arroyo Grande Municipal Code Section 12.16.070 is hereby amended as follows: 12.16.070. Tree removal in residential, mixed use or commercial zones. A. No person(s) shall allow or cause the removal of any regulated tree on property used or zoned multifamily residential, mixed use or commercial without first obtaining a tree removal permit from the director or tree coordinator. Furthermore, no coastal live oak trees (Quercus Agrifolia) greater than twelve (12) inches in diameter when measured four feet and six inches from the base located insingle-family residential zoned areas and any trees located in the public right-of-way in single-family residential zoned areas maybe removed without first obtaining a tree removal permit. The permit is available at no charge. B. Tree removal in the above locations without a permit shall constitute a misdemeanor violation of this chapter, and in addition, removed trees shall be replaced through payment by person or persons causing such loss to the city. The amount of such payment shall be the replacement value of the tree as determined by the director, but in no event shall it be less than one hundred fifty dollars ($150.00) per tree; and it shall be in addition to any criminal fine or penalty for municipal code violation. Arroyo Grande Municipal Code Section 12.16.020 (Definitions) is hereby amended to add the following definition as follows: ORDINANCE NO. PAGE 2 C. The intended decision of the director or tree coordinator for issuing or refusing a tree removal permit shall be based upon reasonable standards, including: 1. The condition of the tree regarding its general health, location to utilities or structures, or status as a public nuisance; 2. The necessity of the requested action to allow construction of improvements or otherwise allow economic or other reasonable enjoyment of property; 3. The topography of the land and the effect of the tree removal on erosion and water retention; 4. The number, species, size and location of existing trees in the area and the effect of the tree removal on scenic beauty, historic values, fire safety and the general welfare of the city; 5. Good forestry practices in general. B.E Standards for the Pruning of Trees on Private Property. 1. The city council may adopt by resolution standards for the pruning of regulated trees on private property, with which all licensed tree companies doing business in the city shall comply. At a minimum all pruning shall comply with the standards established by the International Society of Arboriculture. 2. Failure to comply with these standards as determined by the city council shall constitute a misdemeanor violation of this chapter and may result in the suspension of the tree company's business license, if applicable, as follows: First offense, suspension of the business license for a period not exceeding ninety (90) days, and for a second offense or any subsequent offenses, by suspension of the business license for a period not exceeding one year. F: Topping Prohibited. Intent: to insure healthy, structurally stable, aesthetically pleasing trees and mitigate public liability. 1. Topping shall mean the severe cutting back of limbs to stubs larger than three inches in diameter within the tree's crown to such a degree so as to remove the normal canopy and disfigure the tree. It is unlawful to top or stub trees. 2. Utility line clearing shall be accomplished by the drop crotch method of pruning and shall include side branches. 3. All pruning of public trees shall be in accordance with current pruning specifications of the city parks division. €:G Appeals. Appeals regarding denial of tree removal permits bythe director are to be submitted in writing to the park and recreation commission within fourteen (14) days of the director's decision. Actions of the parks and recreation commission are final unless appealed to the city council. 6-H Exceptions. A tree removal permit is not required for the following: ORDINANCE NO. PAGE 3 1. Trees in hazardous condition that represent an immediate danger to health or property as determined by the city; 2. Christmas tree lots; 3. Fruit trees; 4. Owners of firewood harvesting lots need not obtain a removal permit, if the species of trees harvested are eucalyptus or pines; 5. Trees that present an imminent fire safety hazard as determined in writing by the director of building and fire. 4. If any section, subsection, subdivision, paragraph, sentence, or clause of this Ordinance or any part thereof is for any reason held to be unlawful, such decision shall not affect the validity of the remaining portion of this Ordinance or any part thereof. The City Council hereby declares that it would have passed each section, subsection, subdivision, paragraph, sentence, or clause thereof, irrespective of the fact that any one or more section, subsection, subdivision, paragraph, sentence, or clause be declared unconstitutional. 5. A summary of this Ordinance shall be published in a newspaper published and circulated in the City of Arroyo Grande at least five (5) days prior to the City Council meeting at which the proposed Ordinance is to be adopted. A certified copy of the full text of the proposed Ordinance shall be posted in the office of the Director of Administrative Services/City Clerk. Within fifteen (15) days after adoption of the Ordinance, the summary with the names of those City Council Members voting for and against the Ordinance shall be published again, and the Director of Administrative Services/City Clerk shall post a certified copy of the full text of such adopted Ordinance. 6. This Ordinance shall take effect thirty (30) days after its adoption On motion by Council Member ,seconded by Council Member ,and by the following roll call vote to wit: AYES: NOES: ABSENT: the foregoing Ordinance was adopted this _ day of , 2007. ORDINANCE NO. PAGE 4 TONY FERRARA, MAYOR ATTEST: KELLY WETMORE, CITY CLERK APPROVED AS TO CONTENT: STEVEN ADAMS, CITY MANAGER APPROVED AS TO FORM: TIMOTHY J. CARMEL, CITY ATTORNEY 11.b. U MEMORANDUM Y 10, 18U/,f F TO: CITY COUNCIUREDEVELOPMENT AGENCY BOARD OF DIRE~TORS FROM: ANGELA KRAETSCH, DIRECTOR OF FINANCIAL SERVICES SUBJECT: CONSIDERATION OF FISCAL YEAR 2006-07 MID-YEAR BUDGET REPORT DATE: FEBRUARY 27, 2007 RECOMMENDATION: It is recommended the City Council/Agency Board: • Approve detailed budget adjustments listed in the Mid-Year budget report • Approve Schedules A and B • Approve (Deny) requests for additional appropriations in the General Fund. FUNDING: The requested actions will impact several fund budgets as outlined in the Mid-Year Budget Report. The General Fund ending balance will be impacted by the approval of the recommended revenue and appropriation adjustments as follows: Projected General Fund Balance at First Quarter Report (unaudited) $2,041,729 Increase of Revenue $ 37,046 Council Approved Adjustments (42,750) Miscellaneous Audit Adustments (8,681) Proposed Net Expenditure Adjustments (4.500) Total Decrease to General Fund Balance (18,885) Adjusted General Fund Balance 6/30/2007 $2.022.844 DISCUSSION: Each year, the City Council/Redevelopment Agency Board of Directors adopts a budget, which commits resources to the accomplishment of its policies. The Financial Services Department routinely prepares quarterly budget updates for the City Council/RDA Board. The purpose of the City's Mid-Year budget review is to: • Compare revenues received and expenditures made to budgeted amounts to determine appropriate adjustments. MID-YEAR REPORT CITY COUNCIL FEBRUARY 27, 2007 PAGE 2 Report on Departmental accomplishments. • Provide a link between the City budget, the financial records, and the independent financial audit. Compare current revenues and expenditures against the prior fiscal year. SUMMARY OF KEY MID-YEAR POINTS: The total Citywide Fund Balance reported at June 30, 2006 is $24,750,028. This is an increase of approximately $461,107 over June 30, 2005. The beginning General Fund balance is $2,359,080, which was a decrease of $274,551 from the prior year and is 19% of General Fund appropriations. The audited Fund Balances reported in the Annual Financial Report have been incorporated into the beginning fund balances on Schedule A. There is one adjustment to the beginning fund balances that are different from the Annual Financial Report. The adjustment was to subtract the Fixed Asset balance of $10,224,986 from the Water Fund in order to reflect a more accurate cash fund balance. • The current projected available General Fund Balance for June 30, 2007 is $2,022,844, a decrease of $1,263,704 from the projected fund balance of $3,286,548 published in the FY 2005-07 Bi-Annual Budget. This fund balance is projected to be 15% of appropriations, which is lower than the City Council goal of 20%. The published fund balance did not include carryover expenditures or compensation adjustments for FY 2006-07. The projected Fund Balance assumes revenues are received exactly as budgeted; all budget expenditures are made, and all capital transfers required by the CIP Program are. completed. Historically, the General Fund has not been required to fund all budgeted capital transfers, and expenditures at year-end are traditionally less than budgeted. Therefore it is likely that the June 30, 2007 General Fund Balance will be greater than that projected. • As part of the Mid Year process, staff is asked to review their current budgets and determine if any adjustments are required. This report includes General Fund requests of an additional ($19,500) in appropriations; adecrease of $15,000 in transfers and a net increase of $37,046 in General Fund revenue. Additional increases are requested in the Local Use Tax Fund ($250,000), Traffic Circulation Fund ($70,000) and the CIP Fund ($22,000). Detailed descriptions of these requests are included in the Mid-Year Report and shown on Schedules A and B. Also shown in this report are the Council approved appropriations in the General Fund ($42,750), the PEG Fund ($12,250) and the Redevelopment Agency Fund ($40,500). These are shown on Schedules A and B. The Management Reporting System Status Report on departmental accomplishments and key issues in progress is presented as a separate section at the end of this report. Each department /division reports the work accomplished during the first half of the fiscal year toward an improved City government. Also reported is the progress toward those on-going projects/work efforts that will continue into the remaining quarters. MID-YEAR REPORT CITY COUNCIL FEBRUARY 27, 2007 PAGE 3 ALTERNATIVES: The following alternatives are provided for City Council consideration: 1. Approve the following Schedules A and B included in Mid-Year Budget Report that summarizes budget adjustments; 2. Deny staff recommendation and reject the schedules; 3. Modify staff recommendation and approve the schedules; 4. Provide direction to staff. Attachment(s): Mid-Year Budget Report Schedule A and B Management Reporting System City of Arroyo Grande Financial Services Department MID-YEAR BUDGET REPORT FISCAL YEAR 2006-2007 February 27, 2007 9 'Z ~, ~^ ~ ~ G. ~ ... ___ .,G City of Arroyo Grande Mid-Year Budget Report - 2006/2007 February 27, 2007 Table of Contents Overview .................................................... Summary of Key Points ............................ Mid Year Budget Requests ........................ General Fund Overview ............................. General Fund Revenues ................................ General Fund Expenditures ......................... General Fund Balance .................................... Other Funds .................................................... Summary of Recommendations/Actions..... Schedules: A Unreserved Fund Balance Control-All Funds ....................................................................................................15 B Approved and Recommended Adjustments ......................................................................................................17 Management Reporting System ....................................................................................................................................................19 2 City of Arroyo Grande Mid-Year Budget Report - 2006/2007 February 27, 2007 _ Overview The City's Mid-Year Report is prepared to compare the revenues and expenditures occurring during the first six months of the fiscal year against budgeted amounts to determine appropriate adjustments; to report on departmental accomplishments; to provide links between the City budget, the financial records, and the independent financial audit; and to compare revenues earned and expenses made during the first six months of the 2006-07 Fiscal Year against the FY 2005-06 figures. This information is provided in the following format: Schedule A: The starting point is the audited 2005-06 Fiscal Year ending fund balances, which is also the beginning Unreserved Fund Balances for the 2006-07 Fiscal Year. Combining the beginning Unreserved Fund Balances with the estimated revenues, transfers, and appropriations adopted in the Annual Budget and the lst Quarter report, provides the estimated fund balances. Schedule B: A listing of all approved and proposed budget adjustments is presented. The approved budget adjustments are the result of approved City Council action occurring after the First Quarter Report was issued. Recommended adjustments are minor departmental adjustments, reassessments of revenue estimates, or proposed Mid-Year changes to be presented to the City Council for consideration. As a result of a comprehensive review, adjustments are recommended where actual receipts and disbursements are materially different from the budgeted amounts. Although budget adjustments are recommended across several City funds, the emphasis of the Mid-Year Budget Report continues to be directed at the General Fund. The General Fund is deemed to be the most critical as it provides most services commonly associated with government (public safety, recreation, parks, building, and planning) and is limited primarily by tax-generated revenues. Summary of Key Points The total Citywide Fund Balance reported at June 30, 2006 is $24,750,028. This is an increase of approximately $461,107 over June 30, 2005. The beginning General Fund balance is $2,359,080, which was a decrease of $274,551 from the prior year and is 19% of General Fund appropriations. The audited Fund Balances reported in the Annual Financial Report have been incorporated into the beginning fund balances on Schedule A. There is one adjustment to 3 .City of Arroyo Grande Mid-Year Budget Report - 2006/2007 February 27, 2007 the beginning fund balances that are different from the Annual Financial Report. The adjustment was to subtract the Fixed Asset balance of $10,224,986 from the Water Fund in order to reflect a more accurate cash fund balance. The current projected available General Fund Balance for June 30, 2007 is $2,022,844, a decrease of $1,263,704 from the projected fund balance of $3,286,548 published in the FY 2005-07 Bi-Annual Budget. This fund balance is projected to be 15% of appropriations, which is lower than the City Council goal of 20%. The published fund balance did not include carryover expenditures or compensation adjustments for FY 2005-06 or 2006-07. The projected Fund Balance assumes revenues are received exactly as budgeted, all budget expenditures are made, and all capital transfers required by the CIP Program are completed. Historically, the General Fund has not been required to fund all budgeted capital transfers and expenditures at year-end are traditionally less than budgeted. Therefore it is likely that the June 30, 2007 General Fund Balance will be greater than the $2,022,844 projection. The Management Reporting System Status Report is presented as a separate section at the end of this report. This provides a look at what the individual departments have accomplished during the first half of the fiscal year. Also reported are the key issues and work efforts in progress that will continue into the remaining quarters. Mid Year Budget Requests As part of the mid year process, departments were asked to review their current budgets and determine if any adjustments should be proposed in this report. Listed below are the recommended budget adjustments for unanticipated expenses. These adjustments are included on Schedule A as though they are completed; however the City Council may reject any or all of these budget adjustment requests. General Fund: • Government Buildings -The department is requesting an increase of $14,500. The City Hall carpet is in need of replacement and is estimated to cost approximately $6,000. In addition, the interior of the City Hall will be repainted at a cost of $4,500 and new lobby furniture will be purchased at an estimated cost of $2,000. The remaining $2,000 is being requested due to the unanticipated replacement of the Fire Station doors. City of Arroyo Grande Mid-Year Budget Report - 2006/2007 February 27, 2007 Parks and Recreation -The Parks department is requesting an increase of $5,000 for unbudgeted work related to contracted tree maintenance and removals during the first half of the yeaz. This has included safety pruning of trees at the Womari s Club and removal of a dead tree at the Elm Street Park. Local Use Tax Fund: With the recent approval of the sales tax increase, a separate fund has been established in order to more accurately monitor expenditures. It is anticipated that the three months of the local use tax revenue will be approximately $350,000. Of that amount, the Board of Equalization (BOE) has estimated that their one time start up costs will be approximately $100,000. The BOE will subtract this amount before forwarding the remaining revenue to the City. Therefore this amount will not be shown in the budget. The remaining $250,000 will be budgeted as follows; $76,000 for the Newsom Springs Environmental review that was approved by the City Council at the December 12, 2006 meeting, $20,000 for the Creek ivy removal project, $25,000 for the Police Department expansion feasibility study, $86,000 to be used for the East Grand Avenue microsurfacing project, $20,000 for the design of the Farroll Avenue rehabilitation project, $5,000 for the design of the Brisco Road rehabilitation project and $18,000 for sidewalk and street tree improvements on Poole Street. Traffic Circulation Fund: Funds that were budgeted for the Brisco Road Rehab project of $70,000 are being moved to Fiscal Year 2007-08. Therefore, a decrease in the budgeted capital transfers for the current fiscal year is required. Construction in Progress Fund (CIP): Staff is requesting a decrease of $228,000 for the following CIP projects. Revenue of $15,000 is being returned to the General Fund and replaced by Local Sales Tax revenue for the Brisco Road Rehab project. In addition, $70,000 that was budgeted from the Traffic Circulation Fund for the Brisco Road Rehab project is being moved to Fiscal Yeaz 2007-08. USHA funds of $143,000 that are budgeted for the Farroll Avenue Rehab project are being moved to Fiscal Year 2007-08. As stated in the above Local Use Tax section, an increase of $250,000 is being budgeted for various CIP projects. This amounts to a net increase of $22,000 in the CIP fund. Redevelopment Agency Fund: The Redevelopment Agency (RDA) is in the process of a bond issuance that will be used to both repay internal debt and to fund much needed projects. Staff is requesting an additional appropriation of $25,000 for legal costs related to this issuance. This will be repaid to the RDA once the bonds have been issued. 5 City of Arroyo Grande Mid-Year Budget Report - 2006/2007 February 27, 2007 General Fund Overview Shown below is an overview of the revenues, expenses, and transfers for Fiscal Years 2005-06 and 2006-07. Comparing the two fiscal years in this summary format readily shows the impact of both increases and decreases in revenues and expenditures. While revenues increased ($104,181), expenditures and transfers-out ($487,930) also increased at a greater rate. The net impact of the increasing revenues and increasing expenditures is projected to decrease the fund balance by $383,749. General Fund FY 2005-06 FY 2006-07 Vaziance Revenues: Mid-Year Actual $4,178,829 $4,253,167 $74,338 Mid-Year Transfers 570,715 .600,558 29,843 Total 4,749,544 4,853,725 104,181 Expenditures Mid-Year Actual 6,231,835 6,649,501 417,666 Mid-Year Transfers 224 448) 154184) 70,264 Total 6,007,387 6,495,317 487,930 Impact on Fund Balance 1 257843 1641592 383 749 6 City of Arroyo Grande Mid-Year Budget Report - 2006/2007 February 27, 2007 Shown here is a graphic representation of the 2006-07 Fiscal Year revenues and expenditures, to date, compared with the amended budget before the Mid-Year adjustments are made. Transfers In and Transfers Out are included on this graph to present the total impact on the fund balance. General Fund Budget & Actual as of Dec. 31, 2006 Budget Actual Revenue/Transfers $13,651,145 $4,853,725 Operations Equipment Purchases Capital Transfers 13,393,683 6,287,236 401,058 208,081 182,436 0 Total Expenditures 13,977,177 6,495,317 Change in Fund Balance 326 032 (1.641,5921 After Mid-Year adjustments are recorded, the June 30, 2007 fund balance in the General Fund will be approximately $2,022,844, if all budget projections are fulfilled. However, at June 30, 2007, the City may find additional revenues have been received above the budgeted amounts and not all budgeted appropriations will be spent as year-end actual expenditures are traditionally less than budgeted amounts (i.e. FY 05-06 - $182,2371ess, FY 04-05 - $407,581 less, FY 03-04- $508,3991ess, FY 02-03-$744,3121ess; FY 01-02 $654,300 less). Therefore, at year-end, the fund. balance may be more than the budgeted $2,022,844 and staff expects to be close to the 20% fund balance policy amount. Revenues Expenses ^ Actual YTD ~ Budgeted City of Arroyo Grande Mid-Year Budget Report - 2006/07 February 27, 2007 General Fund Revenues While revenues continue to grow, maintaining revenues to meet expenditures remains a challenge. With half of the year complete, the total General Fund revenue is at 36%. This is below 50% for several reasons. The current revenue only includes four months of sales tax revenue; the Property Transfer Tax has dropped due to a decline in home sales; building permit revenue and related building fees are down by 20% when compared to the prior year, which is due to a decrease in large construction projects; the reimbursement of approximately $70,000 for the School Resource Officer and crossing guards was not received before the Mid-Year; the City has not yet requested a budgeted refund from our excess insurance fund of $150,000; and the triple flip amounts for sales tax $473,652 and VLF $565,671 were not received until January. Had all these revenues been received in December, total General Fund revenue would be approximately 50%. As part of the Mid-Year Report, adjustments are made to revenue budgets when mathematical calculations comparing current year revenues with prior year revenues suggest that either a significant overage or underage may occur at year- end. While the majority of the City's revenues sources are on target based on past trends, there a few exceptions. The amount budgeted for the Triple Flip -VLF should be increased by $58,742 and the Triple Flip -Sales Tax should be increased by $128,304 in order to match actual revenue to be received. The amount budgeted for Property Transfer Tax should be decreased by ($60,000). As mentioned above, this revenue line item has continued to decline due to a drop in home sales and is not anticipated to increase before the year end. The amount budgeted for operating transfers should be decreased by ($90,000). This amount was budgeted for the Police Department's lease purchase of dispatch equipment. The lease purchase option was determined to no longer be necessary. Lastly, although building related fees are showing a decline, staff will wait until the third quarter report before making a request to decrease these revenue sources. The table shown on the next page presents a comparison of the top ten revenue accounts and includes the above- suggested adjustments. The table is followed by an analysis of changes in the revenues, both increases and decreases. Because the top revenue sources account for approximately 77% of total General Fund revenues, changes here can have profound impacts. In addition, the trends in these ten revenues can provide a general understanding of the total General Fund revenues. Because these revenues may indicate a trend, it is a good sign that current year revenues are $223,017 greater than the previous fiscal year. 8 City of Arroyo Grande Mid-Year Budget Report - 2006/07 February 27, 2007 Title Mid-Year Current Fiscal Year Budget Actual Mid-Year Prior Fiscal Year Actual Change $ (87,151) 327,151 2,023 (13,539) 23,657 68,769 Sales & Use Tax Triple Flip -Sales Tax Property Tax Motor Vehicle License Fees Triple Flip -VLF Building Permits Children in Motion Franchise Fees Telecommunication Site Leases Transient Occupancy Tax Total Budget Actual $ 2,840,000 $ 871,831 31% $ 2,770,000 $ 958,982 35% 947,304 - 0% 798,666 - 0% 3,794,100 1,957,425 52% 3,418,000 1,630,274 48% 112,000 42,376 38% 114,000 40,353 35% 1,131,342 - 0% 1,026,511 - 0% 228,533 80,067 35% 217,650 93,606 43% 268,000 161,840 60% 255,000 138,183 54% 557,050 139,382 25% 530,500 70,613 13% 164,700 76,546 46% 135,000 51,079 38% 25,467 461,000 217,901 47% 391,400 199,373 51% 18,528 $ 10,504,029 $ 3,547,368 34% $ 9,656,727 $ 3,182,463 33% $ 364,905 • Sales Tax -Sales tax is lower than the prior year due to smaller clean-up payments received in September and December. The Board of Equalization (BOE) computes the monthly advances using a formula based on prior year receipts and estimated growth. The BOE then reconciles the actual receipts against the advances and this results in the clean-up payment that the City receives each quarter. This payment is lower for two reasons; (1) sales activity has decreased and (2) the calculation used by the BOE to determine the monthly advances were more accurate. Staff will continue to monitor the sales tax revenue and make any necessary adjustments at the Third Quarter. Sales tax is below 50% due to only receiving four months of revenue by Mid-Year. 9 City of Arroyo Grande Mid-Year Budget Report - 2006/07 February 27, 2007 • Property Tax -Due to increased property values, the City's property taxes have continued to grow. • Building Permits -The City is seeing a decrease of $13,539 due to the pulling of permits for larger projects in the prior year. S&S homes obtained 14 single-family dwelling permits and the Le Point mixed-use project was permitted at that time. Staff will continue to monitor this revenue source and make any adjustments at Third Quarter. • Franchise Fees -This revenue source is up due to not receiving 6 months of franchise fees from Charter Communications in the prior year. Staff contacted Charter and notified them of non-payment and received the payments in the third quarter. This revenue source is below 50% due to one time payments received by PG&E and So Cal Gas that are received in April. • Telecommunication Site Leases -This has increased because the City has begun receiving revenue from a new Cingular site located on Ash Street. • All other variances are within normal ranges. General Fund Expenditures Most departmental expenses are under the 50% budget mark with total Fiscal Year 2006-07 expenses at 46% of budget. Individual department/division differences between the current and prior fiscal year are highlighted in the table shown on the next page. This fiscal year, there is an approximate $487,930 increase in General Fund expenditures over the previous fiscal year. This is due to increases in salaries and benefits and several vehicle purchases. These increases were within the approved budget. 10 City of Arroyo Grande Mid-Year Budget Report - 2006/07 February 27, 2007 Title City Manager Admin Services City Attorney Financial Services Community Development IT Non Departmental Police Fire Building & Life Safety Public Works Parks Total Mid-Year Current Fiscal Year Budget $ 598,600 180,576 185,250 526,081 594,384 245,182 609,221 5,606,039 1,681,687 360,681 1,293,337 2,096,139 $ 13,977,177 Actual Mid-Year Prior Fiscal Year Actual Budget Actual Change $ 278,854 47% $ 561,586 $ 290,350 52% $ (11,496) 71,354 40% 139,875 66,722 48% 4,632 112,987 61% 160,200 91,784 57% 21,203 236,781 45% 423,790 208,589 49% 28,192 286,528 48% 548,239 269,158 49% 17,370 83,586 34% 235,580 82,622 35% 964 153,630 25% 522,375 82,364 16% 71,266 2,712,010 48% 5,284,371 2,569,608 49% 142,402 800,151 48% 1,494,051 667,834 45% 132,317 150,751 42% 301,935 171,622 57% (20,871) 606,738 47% 1,186,698 541,000 46% 65,738 1,001,947 48% 1,926,322 965,734 50% 36,213 $ 6,495,317 46% $ 12,785,022 $ 6,007,387 47% $ 487,930 • City Manager -This decrease is due to the retirement of the City's printer. This employee now works on an as needed basis. • City Attorney -This increase is due to miscellaneous litigation costs related to ongoing cases. It is anticipated that these expenses will be offset by any settlements that the City receives. Staff will determine in the Third Quarter if an adjustment in this departmental budget is required. • Non-Departmental -The $71,266 increase in Non-Departmental is due to an increase in Operating transfers. Transfers were increased to the Street Fund due to lower than expected Local Transportation Fund (LTF) revenue and a one time transfer of $22,733 approved by Council at the November 28, 2006 meeting to avoid a beginning negative fund balance in the Street Fund. 11 City of Arroyo Grande Mid-Year Budget Report - 2006/07 February 27, 2007 • Fire -The increase of $132,317 resulted from an increase in salaries and benefits due to salary increases and expenses related to the Hazard Mitigation Grant of approximately $60,000. This department is still below the 50% mark. This is due to cost containment in their supplies and services expenditures. Building & Safety -This decrease of $20,871 is the result of having to use contract employees due to the loss of two full time employees in the prior year. General Fund Balance The City Council has established an Undesignated General Fund Balance goal of 20% of annual appropriation or approximately $2,804,885. The City's Undesignated General Fund Balance represents the available resources to provide funding for future contingencies such as earthquakes, civil unrest, economic fluctuations, major infrastructure repairs and investment in capital for improved productivity and efficiencies. Inadequate reserves increase financial risk, negatively impact cash flow, and reduce the City's ability to attract and sustain economic development and growth within the City of Arroyo Grande. The net impact of the budgeted fund balance and recommended Mid-Year adjustments will result in a projected fund balance of approximately $2,022,544 as of June 30, 2007, approximately $782,041 less than 20% of annual appropriation. In reality, it is expected that the fund balance will actually be higher than the projected fund balance (15% of expenditure appropriations). The projected fund balance is based on conservative calculations. Historically, the General Fund has not been required to fund all budgeted capital transfers and expenditures at year-end are traditionally less than budgeted. It can therefore be expected that the June 30, 2006 General Fund Balance will be greater than the estimated projection. 12 City of Arroyo Grande Mid-Year Budget Report - 2006/07 February 27, 2007 OTHER FUNDS Local Use Tax Fund (Fund 218) This fund has been established to account for the 1/s cent sales tax increase that was approved in November 2006: The increase will take effect in April of 2007 and it is estimated that the City will receive $350,000 in revenue. This budget document includes the appropriations for these funds, which are listed in detail on page 5 of this report. Redevelopment Agency (Fund 284) The Redevelopment Agency (RDA) fund has a negative beginning fund balance of $2,726,572. The increase in the negative fund balance is due to the purchase of the Le Point Street and Faeh Street properties. The estimated ending fund balance is a negative $3,582,610. The RDA is in the process of issuing bonds, which will enable the Agency to repay all of its' debt and pursue new projects. The bonds will be repaid using the RDA tax increment. CIP (Construction in Progress) Fund (Fund 350) The procedures of the CIP require that revenues equal expenses in this fund, which means the fund does not typically have a fund balance at year-end. However, this fund currently has a fund balance of $109,838. This is due to revenue received (such as donations and sale of land) but not yet expended. If additional expenses are encountered in completing a project, additional funding must be found to match the expenses. In reverse, when additional revenues are found, the scope of the project can be expanded, previous funding returned to other funds, or revenues returned to the source. In this Mid-Year Report, the CIP Fund is requesting a net increase of $22,000 in appropriations. The details for these appropriations are listed on page 5 of this report under Mid Year Budget Requests. Sewer Fund (Fund 612) The Sewer Fund is projected to have a fund balance of approximately $267,182 (Schedule A). This fund had steadily lost economic ground for a number of years. Consumption based billing, establishing four years of graduated billing rates, and the transfer of street sweeping costs to the General and Streets Funds turned a negative fund balance to positive. In June of 2005, a water and sewer rate study was approved by City Council. This study recommended four years of graduated rates beginning FY 2005-06 and ending in FY 2008-09. These rates, which will cover operations, capital outlay, and reserves, will ensure that the Sewer Fund does not have a negative fund balance. 13 City of Arroyo Grande Mid-Year Budget Report - 2006/07 February 27, 2007 Water Fund (Fund 640) No adjustments are recommended for the Water Fund at Mid-Year. The Water Fund is projected to have a healthy cash fund balance of approximately $2,097,890 at June 30, 2007. The total fund balance, which includes the fixed assets, is projected to be $12,322,877. Summary of Recommendations/Actions • Approve detailed budget adjustments. • Approve Schedules A and B included in Mid-Year Budget Report. • Approve (Deny) requests for additional appropriations in the General Fund as follows; $ 14,500 -Government Buildings 5~ -Parks 19 500 Total Attachments A brief overview of the attached schedules is provided to inform the reader of the purpose of each schedule. • Schedule A -Fund Balance. This schedule is provided to incorporate prior year fund balance into the current year and to summarize the 2006/07 budget adopted by the City Council. This schedule includes adjustments that were incorporated in the is~ Quarter report and lists the current requested adjustments in total. • Schedule B -Approved and Recommended Adjustments. This schedule gives a summary of all Council approved adjustments approved during the 2nd Quarter of the year and lists any recommended adjustments. • Management Reporting System Status Report. This provides a look at what the individual departments have accomplished during the first half of the fiscal year. Also reported are the key issues and work efforts in progress that will continue into the remaining quarters. 14 City of Arroyo Grande Fund Balance -Control All Funds Operating Budget 2006/07 Budget As of February 27, 2007 Schedule A 010 General Fvnd: 210 Fire Protection Impact Fees 211 Public Access Television 212 Police Protection Impact Fees 213 Park Development Fees 214 Park Improvement Fees 215 Recreation Community Center 217 Landscape Maintenance District 218 Local Use Tax Fund 219 Assessment Districts 220 Sheets 221 Traffic Congestion Relief 222 Traffic Signal 223 Traffic Circulation 224 Transportation Facility Impact 225 Transportaton 226 Water Neutralization Impact 230 Construction Tax 231 Drainage Facility 232 )n-Lieu Affordable Housing 233 In-Lieu Underground Utility 241 Lopez Facility Fund 250 CDBG Grant Funds 260 Federal Fire Act Grant 271 State COPS Block Grant 284 Redevelopment Agency 285 Redevelopment Set Aside Total Special Revenue Funds Estimated Total Total Unreserved Unreserved Fund Balance Adjustment Operating Operating FY 2005-06 Adjustments to Fund Balance )ulv 1, 2006 Revenues to Revenues Transfer In Transfer Out Carryovers Appropriations Appropriations Lune 30, 2007 $2,359,080 $12,360,013 $127,046 $1,201,132 ($162,152) $217,503 $13,906,526 $62,250 $2,022,844 $236,635 $75,570 $0 $0 $0 34,385 $0 $0 $277,820 39,682 38,000 0 0 0 27,100 12,250 38,332 18,712 13,930 0 0 0 1,927 0 0 30,715 499,019 131,500 0 0 62,000 65,630 0 0 502,889 480,402 92,140 0 0 7,000 15,000 0 0 550,542 30,563 6,080 0 0 0 0 0 36,643 35,889 6,410 0 0 1,900 3,600 0 36,799 0 0 250,000 0 250,000 0 0 0 28,317 0 0 0 0 0 0 28,317 0 351,900 0 461,695 0 813,595 0 0 219,231 450 0 0 150,377 69,109 0 0 195 568,092 74,630 0 0 0 458,228 0 0 184,494 249,467 1,500 0 0 5,000 162,484 0 0 83,483 2,407,721 194,800 0 0 750,000 320,979 0 0 1,531,542 109,044 273,628 0 0 249,543 12,000 0 121,129 588,276 244,800 ~ 0 0 200,000 141,585 0 0 491,491 31,312 0 0 0 0 28,862 0 0 2,450 30,459 9,900 0 0 0 29,625 0 0 10,734 1,000,896 25,000 0 0 840,000 5,000 0 180,896 69,600 0 0 0 0 0 0 69,600 1,525,887 192,500 0 0 0 0 0 1,718,387 0 314,065 0 0 0 205,711 108,354 0 0 15,969 0 0 0 0 0 0 15,969 102,454 100,550 0 0 0 0 0 203,004 (2,726,572) 494,700 0 830,000 286,511 1,853,727 40,500 (3,582,610) 349,500 112,550 0 0 10,000 20,122 0 431,928 $5,910,554 $2,754,603 250,000 $1,291,695 $2,812,331 $1,533,525 2,843,498 $52,750 $2,964,749 15 City of Arroyo Grande Fund Balance -Control All Funds Operating Budget 2006/07 Budget As of February 27, 2007 Schedule A Estimated Total Total Unreserved Unreserved Fund Balance Adjustment Operating Operating FY 2005-06 Adjustments to Fund Balance July 1, 2006 Revenues to Revenues Transfer In Transfer Out Carryovers A~ ro riations A ro riations June 30, 2007 vital Proiect Funds: 350 Capital Improvement Fund $109,838 $3,525,529 (143,000) $2,158,177 $0 3,371,159 2,147,547 $22,000 $109,838 Total Capital Project Funds $109,838 $3,525,529 ($143,000) $2,158,177 $0 $3,371,159 $2,147,547 $22,000 $109,838 Fire Station Bond $323,030 $0 $0 $0 $0 $0 $0 $0 $323,030 Total Debt Service Funds $323,030 $0 $0 $0 $0 $0 $0 $0 - $323,030 612 Sewer $299,769 $758,800 $0 $0 $400,801 120,060 $270,526 $0 $267,182 634 Sewer Facility 555,480 78,000 0 50,000 0 534,235 0 0 149,245 640 Water Fund 2,151,513 2,144,360 0 0 922,270 70,300 1,205,413 0 2,097,890 641 Lopez Water Availability 1,768,518 2,104,600- 0 0 211,900 2,388,318 0 1,272,900 642 Water Facility 931,703 112,300 0 0 514,800 423,989 0 0 105,214 Total Enterprise Funds $5,706,983 $5,198,060 $0 $50,000 $2,049,771 $1,148,584 $3,864,257 $0 $3,892,431 751 Downtown Parking $115,556 $11,900 $0 $0 $1,050 $0 $2,800 $0 $123,606 Total Trust & Agency Fund $115,556 $11,900 $0 $D $1,050 $0 $2,800 $0 $123,606 Grand Total All Funds $14,525,042 $23,850,105 $234,046 $4,701,004 $4,701,004 $6,270,771 $22,764,928 $137,000 $9,436,498 16 City of Arroyo Grande Approved and Recommended Adjustments Fiscal Year 2006/07 Mid Yeaz Budget Report -Reported February 27, 2007 Ad'ustments Estimated' Operating Operating Fund Balance Fund Proeram Number Description Revenue Transfers-In Transfers-0ut Aovrovriation Impact Comments 2006-07 ADJUSTMENTS fIY COUNCIL APPROVED ADJUSTMENTS 010 41455904 Capita] Transfers 5,000 (5,000) City Hall remodel 010 4001-5504 Public Relations 500 (500) Funding for Energy solutions coalition 010 various salaries and benefits 37,250 (37,250) 2% mgmt increase Tata1 Council approced adjustments $0 $0 $5,000 $37,750 ($42,750) LOPOSED ADJUSTMEMS 010 4145-5904 010 4213-6401 010 44205303 010 4213-6401 010 0000.9007 010 00004008 010 0000-4013 010 0000 4902 4101-6201 218 0000.5904 223 4302-5904 284 4103-5303 284 4103-5303 284 4103-5309 Capital Transfers Structures and Improvements Contractual Services Structures and Improvements Triple Flip -VLF Triple Flip -Sales Tax Property Transfer Tax Transfers m -Operating Tofai Proposed adjustments Total General Fund Adj Machinery & Equipment Budget Update Total Capital Transfers Budget Update Total Capital Transfers Budget Update Total Contractual Servims Contractual Services Economic Development Budget Update Total (15,000) 4,000 5,000 10,500 58,741 128,305 (60,000) (90,000) 37,046 0 (15,0(10) 19,500 $37,046 $0 ($10,000) $57,250 12,250 15,000 Replaced by Sales Tax revenue (4,000) City Hall remodel & Fire station doors (5,000) Tree main[ at Woman's Club & Elm St Pazk (10,500) New paint and carpet for City Hall 58,741 Actual revenue higher than budgeted 128,305 Actual revenue higher than budgeted (60,000) Reduce budget due to lower revenue expectations (90,000) Budget for COPS grant ]ease purchase 32,546 ($10,204) (12,250) Upgrade of the cable playback & presentation system 0 0 0 12,250 (12,250) 250,000 250,000 0 Various CIP projects 250,000 0 0 250,000 0 (70,000) 70,000 These funds are being moved to FY 2007-08 0 0 0 (70,000) 70,000 10,500 (10,500) Parking structure feasibility study 25,000 (25,000) Legal costs for bond issuance 5,000 (5,000) Startup costs for the E. Grand Ave BiA $0 $0 $0 $40,500 ($90,5110) 17 Approved and Recommended Adjustments Fiscal Year 2006/07 Mid Yeaz Budget Report -Reported February 27, 2007 Schedule B Estimated Fund Balance Comments 350 5655-Various Brisco Road Rehab (185,000) (185,000) 0 Move budget funds to other projects & to 2007-OS 350 5655-Various Brisco Road Rehab 5,000 5,000 0 Design costs 350 5657-Vazious Farso6 Avenue Rehab (327,000) (327,000) 0 Move budget funds to other projects & to 2007-08 350 5657-Various Farro6 Avenue Rehab 20,000 20,000 0 Design costs 350 5656-Various EI Camino Real Rehab 184,000 184,0110 0 Transferred from Farto6 Avenue Rehab project 350 5657-Various Traffic Way Streefscape 100,000 100,000 0 Transferred from Brisco Road Rehab project 350 5754-Various Newsom Springs 76,000 76,000 0 Newsom Springs EIR 350 Vazious Creek Iry Removal 20,000 20,000 0 Sales tax funds used for ivy removal 350 Various Police Departrnent Expansion 25,000 25,000 0 Feasibility Study 350 Various E. Grand Ave 86,000 86,000 0 Miaosurfacing project 350 Various Poole Street 18,000 18,000 0 Sidewalks Budget Update Total $0 $22,000 $0 $22,000 $0 =ontrol Total $287,046 $22,000 ($10,000) $312,000 $7,096 18 MANAGEMENT REPORTING SYSTEM MID-YEAR Julv 1, 2006 - December 31.2006 FUND: GENERAL FUND DEPARTMENT: CITY ADMINISTRATION Mid-Year Accomplishments • Completed draft 10-Year Strategic Plan. • Coordinated sales tax public education effort. • Coordinated Redevelopment assistance for Applebee's project. • Drafted modifications to City Travel Policy. • Coordinated Director of Building and Fire recruitment. • Developed citywide citizen request and complaint procedure. • Coordinated Redevelopment Agency purchase of Faeh Street property. • Developed Redevelopment Agency assistance recommendations for approval of Hampton Inn project. • Developed agreement with Grover Beach and OCSD on funding for Fire Battalion Chief position. • Developed Fire backup equipment sharing agreement with Grover Beach and OCSD. 19 • Obtained funding participation from a number of parties for The Pike tree trimming project. • Negotiated MOU with parties for extension of Castillo Del Mar. • Prepared new City Ethics policy. Kev Issues /Work Efforts In Progress • Complete agreement with newspapers on newspaper rack replacement, design and maintenance. • Complete recommendations for joint dispatch with Pismo Beach, Grover Beach and OCSD. • Complete Director of Parks, Recreation & Facilities recruitment. • Complete development of parking study for Le Point property. • Complete Redevelopment Agency bond financing. • Complete modifications to the City Vehicle Use policy. • Negotiate DDA for hotel project at Faeh Street property. 20 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1.2006 - December 31.2006 FUND: GENERAL FUND DEPARTMENT: ADMINISTRATIVE SERVICES Mid-Year Accomplishments • Prepared Candidate Handbooks and guided four (4) candidates through the nomination process for the November 7, 2006 General Municipal Election for the purpose of electing a Mayor and 2 Council Members. • Prepared materials required for placement of a City measure and four advisory measures on the ballot relating to the establishment of a local transactions and use tax. • Coordinated and conducted a Candidate Orientation for City Council and Mayoral candidates. • Seared as FPPC Filing Officer and assisted candidates and one ballot measure committee with campaign disclosure filing requirements. • Completed one (1) Municipal Code Supplement to incorporate newly adopted Ordinances into the City's Municipal Code. • Coordinated two (2) publications of the City newsletter, Sta4ecoach Exaress, which were mailed to all City residences and businesses. • Completed bi-annual review and update of the Conflict of Interest Code for the City and Redevelopment Agency. • Continued maintenance and update of City's website and government access channel to include comprehensive information on all City events, programs, and services. • Appointed to another term as Secretary/Treasurer for League of California Cities Channel Counties Division. • Coordinated and conducted a Commissioner's Orientation for newly appointed City commission, board, and committee members. 21 Kev Issues I Work Efforts In Progress • Distribute Annual Statement of Economic Interests Forms to all elected and appointed officials of the City, including members of the City Council, commissions, boards, committees, staff, and consultants. • Coordinate publication of next issue of the City newsletter, Stagecoach Express, for distribution to community by May 2006. • Review and update City-wide Records Retention Schedule and establish a formal, comprehensive Records Management Program. 22 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 -December 31, 2006 FUND: GENERAL FUND DEPARTMENT: FINANCIAL SERVICES Mid-Year Accomplishments • Completed an IRS audit. • Implemented the Council approved tiered water rates. • Completed the conversion of the Eden Command utility management system to the Inforum Gold system. • Completed the Fiscal Year 2005-06 audit. • Completion of the California Street Report and California Transportation Report. • Completion of the State Controllers Report for the City and the Redevelopment Agency. • Assisted with the Local Sales Tax ballot measure. Kev Issues/Work Efforts In-Progress Prepare the 2007-08 and 2008-09 Bi-Annual Budget • Develop the City's first Comprehensive Annual Financial Report. • Establish a Vehicle replacement fund. 23 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 -December 31.2006 FUND: GENERAL FUND DEPARTMENT: COMMUNITY DEVELOPMENT DEPARTMENT Mid-Year Accomplishments • Processed the Cherry Creek Neighborhood Plan and project approval. • Completed Urban Water Master Plan preparations. • Bike and Pedestrian Enhancement Plan adoption. • Processed and reviewed Castlerock's revised Tract 01-001 (1998) project at James Way and La Canada, DeBlauw's revised Creekside Mixed Use project at East Branch and Crown Hill, and Investec's Five Cities Center/Pad "I" proposals at Rancho Parkway and West Branch. • Completed plan checks for Chili's, Applebees, Hampton Inn, Courtland Village 2, and preliminary proposals for EI Camino Real and Halcyon Hotel at Faeh Street, and site alternatives for VCA animal clinic. • Complete Traffic Way Enhancement Concept Plan. • Facilitated relocation of Post Office • Prepared E. Branch Streetscape concepts. • Completed recommendations for residential development code update. 24 Kev Issues/Work Efforts in Progress • Complete Village Green, Branch and Traffic Way Streetscape project designs and implementation. • Prepare plan for Le Point Street parking expansion and mixed use project RFP. • Assist HRC with resource survey update, designation criteria and incentive program formulation. • Complete Creek Study and Conservation Element Update including water, energy, greenbuild and landscape design guidelines and policy refinements. + Initiate priority sign and parking regulation amendments. • Complete Viewshed and residential design overlay Development Code Updates. • Initiate Conservation/Open Space zoning DCA hearings. • Complete Newsom Springs Drainage Project EIR. 25 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 - December 31.2006 FUND: GENERAL FUND DEPARTMENT: INFORMATION TECHNOLOGY Mid-Year Accomplishments • Procure departmental computer upgrades as approved in the FY 06-07 Budget. • Installed and configured all new computer systems. • Relocated computers to designated departments as needed to meet current IT standards within the City. r • Procured and installed flat panel monitor upgrades as approved in the FY 06-07 Budget. • Completed implementation of Financial Services Inforum Gold Billing Module (3/06). • Completed implementation of Microsoft network infrastructure and removed existing Novell infrastructure (4/06 - 5/06). • Provided support/training documentation as necessary to assist City staff in the new environment. • Completed network expansion and workstation installations to support the new modular offices at the Police Department (6/06). • Completed conversion of email environment from Novell GroupWise to Microsoft Exchange. • Coordinated off-site training for representatives from each City department on the new email environment (Outlook 2003). • Installed and configured new web server hardware and software platform. • Completed design and testing of new DNS environment (internet access). • Began Geographic Information Systems planning and design phase. 26 Kev Issues /Work Efforts In Progress • Complete DNS server implementation (internet access). • Complete Geographic Information System (GIS) design phase. • Procure server hardware and software to support GIS. • Install and configure GIS hardware and software. • Establish afile-based system to house existing GIS data on new server. • Move existing GIS data to new server in a file-based environment. • Install Microsoft SQL Server software to support a Land Use/Permit software upgrade. • Upgrade network switches as necessary to support GIS environment. • Implement aCity-wide GIS environment. • Work with vendor to implement Land Use/Permit software upgrade. • Increase network backup capacity as necessary to support increased storage requirements. • Complete MCSE (Microsoft) training and test for certification. • Attend Microsoft Exchange (email) training to enhance the level of administration and support to the City. 27 MANAGEMENT REPORTING SYSTEM MID-YEAR Julv 1.2006 - December 31.2006 FUND: GENERAL FUND DEPARTMENT: POLICE Mid-Year Accomplishments • Crime Activity -FBI Index Crime rate for the City of Arroyo Grande continues at about 30% below the National crime rate and about 30% below the State crime rate for cities of similar size. • Citizen Support -The Police Department's Quality Services Program continues to show a nearly 100% citizen satisfaction rate. (Surveys sent to citizens.) The Department received only one formal citizen complaints over this reporting period. • AGPD E-Newsletter - An AGPD E-Newsletter was developed which is distributed to community members, city employees and media. This communication approach helps keep the community aware of department efforts and activities. • In car video -The conversion of the department's old in-car video system from analog (VHS) to digital is now complete, which has resulted in significantly better images for liability protection and criminal prosecution while increasing storage capacity and reducing handling time. • The modular -The modular unit (detectives) is open and running. • Teambuilding -The chief, commanders and supervisors attended a 24-hour POST approved team-building workshop in mid-October. Team buildirg established the importance of professional work relationships, consistency of supervision, open communication, mutual support as well as other factors which lead to a quality workplace. 28 • Dispatch Recording Systems -Completed upgrade of logger .recorder to a redundant hard drive system to ensure the preservation of radio and telephone recordings. Operations Division conducted separate alcohol and tobacco decoy buy operations at 17 different retailer locations throughout the City. A total of three citations were issued for underage sales of alcohol and a total of four citations were issued for tobacco sales to minors. An intense effort to thwart juvenile loitering and related criminal activity in the downtown Branch Street area during afternoons has been successful. Key Issues /Work Efforts In Progress • Strategic Plan - A police department five-year Strategic Plan is close to being finalized, which has been developed with input from all department members. • Yearly Department Meeting - A department wide meeting is being planned for March to review accomplishments, acknowledge quality work, and to identify the goals for the coming year. • Upgraded Radio Systems -The department is continuing to upgrade the radio communications system. • Facility Expansion Study -The department will begin the process of a police facility expansion feasibility study regarding current and future building needs. • Cyber Neighborhood Watch -The department has been collecting email and home addresses of community members in order to email time sensitive safety related and crime prevention information directly to a citizen's home. • Policy and Procedures -The department is going through a process of policy review with input from all members of the department. • Citizen Volunteers -The volunteer program has expanded by eight members and the minimum age reduced from 50 to 21. It is planned to continue to grow the program and utilize volunteers for a broader spectrum of activities. 29 MANAGEMENT REPORTING SYSTEM MID-YEAR Julv 1.2006 - December 31.2006 FUND: GENERAL FUND DEPARTMENT: BUILDING & FIRE DIVISION: FIRE AND EMERGENCY SERVICES Mid-Year Accomplishments • The Fourth of July Safe and Sane Fireworks celebration was a success. Six non- profit organizations were issued permits to sell Safe and Sane Fireworks providing $3,540.00 to the General Fund. • The Annual Weed Abatement Program was successfully coordinated by the Executive Secretary with the assistance of one paid call firefighter acting in the capacity as Vegetation Management Officer. • The Retired Senior Volunteer Program (RSVP) provided approximately 105 hours of assistance to Fire Administration during this period. • The department was awarded the Multi-Jurisdictional Local Hazard Mitigation Planning Grant, which will make the City eligible for cost reimbursements when an event occurs. • On July 1 the Cities of Arroyo Grande and Grover Beach completed their second year of contract sharing the Fire Chiefs and the Training Captain's functions. The Fire Oversight Committee continues to meet bi-monthly. • The Division ordered a new 2007 Pierce engine that will be delivered mid year. 30 • Call Statistics Medical 473 Fire 108 Vehicle Accidents 43 Hazardous Conditions 33 Other 197 Total Incidents 854 Note: Out of 854 incidents, 198 were Auto/Mutual Aid incidents. Daily crews provided station tours, school presentations, and local business presentations to over 850 children and adults during this period. The Division has successfully coordinated two quarterly blood drives with the United Blood Bank. Community Emergency Readiness Training programs are provided community members in preparation for a significant event. One Trainee Firefighter completed the Recruit Training Program and was hired as rank of Firefighter I. The Arroyo Grande and Grover Beach Fire Departments continue the Cross Staffing Program in order to have a larger pool of firefighters to pull from to fill daily and evening shifts. The Director of Building and Fire/Fire Chief retired in December. Recruitment was started for this position. An Interim Fire Chief was hired in December. Staff continues to train daily and weekly with the Grover Beach Fire Department. Division members attended classes and schools that allowed the Department to maintain skills and certifications, and to meet local, regional, and State standards. Arroyo Grande hosted amulti-agency drill with Grover Beach, Oceano, and CDF/Pismo Beach on the County's Burn Simulator Trailer. The Division continues to maintain a Fire and Life Safety Inspection Program. The interim fire chief and members of both Arroyo Grande and Grover Beach fire stations conducted an organizational delivery of services review. When completed, the document will provide insights and observations of current programs and target issues for future considerations. During this reporting period $159,859 has been invoiced and $114,214 has been recovered/reimbursed by this Division for cost recovery. 31 Key Issues /Work Efforts In Progress • The Division continues to provide Fire Chiefs services for the City of Grover Beach. • The Division continues to co-sponsor the Allan Hancock College Fire Academy's • Intern Firefighter Development Program. • The Division continues to recruit for Paid Call Firefighters. • Staff continues to provide training with neighboring fire agencies. • Staff continues to provide fire safety inspections for the business community. • Staff continues to provide grant administration and apply for additional grants. • Cost Recovery remains a high priority. • Recruitment for the position of Fire Chief • Recruitment for the position of Battalion Chief 32 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 - December 31, 2006 FUND: GENERAL FUND DEPARTMENT: BUILDING & FIRE DIVISION: BUILDING AND LIFE SAFETY Mid-Year Accomalishments • Plan review is still at the current level with a maximum 2-week turn around. • Inspections are being performed within 24 hours of the request, by staff and aided by our contract Building Inspector through JAS Pacific. • All unreinforced masonry buildings located in the City have been retrofitted to California Earthquake Standards. • Projects for Historic Structures that are completed include: o The IOOF Hall located on Bridge Street o Ruby's House located on Mason Street • The Shell building located at 1540 Grand Avenue was completed and all the tenant spaces have been filled and the businesses are all open. • Major projects that have been completed are: o The Courtland Senior Housing project o The Faeh Street building for the Union of Operating Engineers o The DeBlauw's East Village mixed use buildings o The tenant improvement for the establishment and expansion of the Central Coast Pet Emergency Clinic located in the K-Mart center o The Robasciotti building located at 151 W. Branch Street (Traffic & Branch) o The 13 lot subdivision for S & S Homes on Dixson Street 33 Kev Issues I Work Efforts In Progress Progress continues on the following: o The Ocean Oaks Senior Condominiums located on Camino Mercado o The 56 lot subdivision for S & S Homes located off Farroll Avenue o The Le Point Street mixed use project for Fairway Development o DeBlauw office building with parking structure below located on Paulding Circle o The Timmons mixed use structure located on Bridge Street o The Coast Hills Federal Credit Union building located in the K-Mart Center o Plans for the former Grand Estate Furniture building on East Grand Avenue are being discussed with potential owners o Harvest Bible Fellowship on Branch Street has been structurally upgraded and fully fire sprinklered. Accessibility improvements are continuing o Continuing to increase enforcement regarding unpermitted additions as well as unlicensed activity while at the same time helping residents and builders come into compliance with the City's codes and permit processes. • Prepare for the adoption of a fire sprinkler ordinance. • City Hall entrance remodel is nearing completion • Residential inspection services for the Camino Mercado Senior Condominium site, the numerous mixed-use projects, new single-family dwellings, and room additions that are currently in process. • Prepare for the adoption of a Wildland Urban Intertace Code adoption for those areas of the City that are prone to catastrophic fires due to their proximity to high fire danger zones. • Prepare for the local adoption of the newly State Approved International Codes, including the International Building Code (IBC), and the International Fire Code (IFC). Expected date of adoption will be January 1, 2008. • Anew building for Applebee's restaurant located on East Grand Avenue in front of Spencer's Market is currently in plan review. • The old Vignetto's Restaurant on Rancho Parkway will be the location of the new Chili's Restaurant. 34 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 - December 31, 2006 FUND: GENERAL FUND DEPARTMENT: BUILDING & FIRE DIVISION: NEIGHBORHOOD SERVICES Mid-Year Accomplishments • An effective communication level has been built throughout the various city departments and our office. • Our case numbers have increased from an average of 10-15 calls per month to 20- 25. • Public information and education has also increased with the broadcasting of our Channel 20 code enforcement infomercial. • Enhanced tracking systems have been initiated to better our efforts on problematic cases. • Interaction with new businesses has been a key step in informing them of the City Municipal Code. By contacting the business owners at the first opening of their store it has made the explanation of issues such as un-permitted signs and window advertising much clearer and easier to comprehend. • One of our major problematic cases with a ten year history involving solid waste i accumulation, wrecked and abandoned cars, and general unsanitary conditions have come to a close thanks again to the involvement of multiple departments in the city. • Our office has been successful in the abating of a number of hazardous and diseased trees in the city. 35 • Use of the City's G.I.S. system has greatly improved ability to locate and mitigate problem areas in the city. Kev Issues/Work Efforts In-Progress • Creating and distributing information pamphlets to new businesses and property owners to better educate the city of the more dominate violations that occur in the city and to request there correction in an informative way rather than demanding it in a forceful manner. • Locating and inspecting garage conversions and illegal secondary dwellings has begun and thus far many cases have come into compliance or are taking the appropriate steps to do so. • Other methods of public education are being explored to better inform our community of specific life safety issues and why they are of concern. • A .more tactful and streamline system to rid the city of wrecked and abandoned vehicles is now being created between Neighborhood Services and the Police Department. This is intended to lesson the overall number of wrecked vehicles in the city at any given time while doing so in a significantly shorter time period. 36 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 - December 31.2006 FUND: GENERAL FUND DEPARTMENT: PUBLIC WORKS DIVISION: PUBLIC WORKS ADMINISTRATION /ENGINEERING Mid-Year Accomplishments • Completed a water balance study for the Five Cities area groundwater sub-basin in cooperation with other local agencies. • Received a Proposition 50 grant administered by the Department of Water Resources for a desalination funding study. • Prepared a water conservation flyer for residential irrigation that was distributed Citywide. Kev Issues I Work Efforts In Proctress • Preparing the erisco/Halcyon/101 Project Approval and Environmental Documentation. • Preparation of the environmental impact report for the Newsom Springs regional drainage project. Preparing an encroachment permit brochure to be made available to contractors and the general public. 37 MANAGEMENT REPORTING SYSTEM MID-YEAR FUND: Julv 1, 2006 - December 31.2006 GENERAL FUND DEPARTMENT: PUBLIC WORKS DIVISION: AUTOMOTIVE SHOP Mid-Year Accomplishments • At Mid-Year, the Automotive Shop has carried out the following services: Services (tube, oil, filter, safety insp.) 130 Tune Up (scope, spark plugs, rotor, cap 25 General (mechanical i.e., pumps, cables) 60 Electric (starter, alternator, wiring) 25 Brake Repair 40 Warranty Repair 50 Transmission Service and Repair 16 Tire Services (replacing, mount & balance) 25 Tire Repair 40 Pre Trip Check 80 Smog Certificates 16 Key Issues /Work Efforts In Progress • Biennial Inspection of Terminal (BIT) as per the State of California and California Highway Patrol. • Continue to maintain the City fleet at a high level of reliability and safety. • Annual Underground Storage Tank Inspections. 38 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 - December 31.2006 FUND: GENERAL FUND DEPARTMENT: PUBLIC WORKS DIVISION: STREETS Mid-Year Accomplishments • 42 Concrete Replacement projects • Completed installation of battery back up to 11 traffic signals • Completed restoration of Tally Ho ditch at James Way • Completed annual cleaning of Arroyo Grande, Tally Ho and Meadow creeks • Continued with asphalt grinding and paving of City roads (7,500 sq. ft.) Kev Issues /Work Efforts In Progress • Continuing with concrete replacement • Asphalt grinding & repairs to roads • Striping citywide • Annual sign program • Installing pump at Soto Sports Complex Drainage Basin #1 and to address other drainage issues at the complex 39 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 - December 31.2006 FUND: SEWER FUND DEPARTMENT: PUBLIC WORKS DIVISION: UTILITIES /SEWER MAINTENANCE Mid-Year Accomplishments • Raised manhole on Fair Oaks Avenue @ Mullahey Ford • Completed the quarterly lift station cleaning • Mailed/delivered residential/commercial grease control program flyers • Raised cleanout at 1223 Montego Street in the backyard • Replaced 120' of sewer lateral at the City's Recreation Building • Completed cleaning 6,500' of sewer main • Completed trunk main cleaning project for the sanitation district • Complete the construction of Sewer Lift Station No. 1 Kev Issues /Work Efforts In Progress • RWQCB Annual Report • Video inspection of system to update Sewer Atlas 40 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 - December 31.2006 FUND: WATER FUND DEPARTMENT: PUBLIC WORKS DIVISION: WATER ADMINISTRATION Mid-Year Accomplishments • Completed 175 Service Requests • Completed 379 Service Orders/Open & Close • Completed 75 USA Marking requests • A total of 50 homes and all apartments were retrofitted with low-flow toilets/fixtures Key Issues I Work Efforts In Progress • Begin Phase II of the Water Conservation Program • Begin design of Phase II for Well No. 10 41 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 - December 31.2006 FUND: WATER FUND DEPARTMENT: PUBLIC WORKS DIVISION: UTILITIES /WATER DISTRIBUTION Mid-Year Accomalishments • Installed new fire hydrant at 115 Nelson Street • Replaced/repaired water main valves • Repaired/replaced water services • Installed two new aluminum water meter vault covers on Brisco Road • Converted 84 water meters to touch read meters in the Western Addition of the City Kev Issues /Work Efforts In Progress • Farroll Avenue 6" water main abandonment and tie over project 42 MANAGEMENT REPORTING SYSTEM MID-YEAR Julv 1.2006 - December 31.2006 FUND: WATER FUND DEPARTMENT: PUBLIC WORKS DIVISION: UTILITIES /WATER PRODUCTION Mid-Year Accomplishments • Pumped a total of 696.3 acre-feet of well water July 1St through December 31St. • Replaced Soto Sports Complex irrigation pump and pipe column for Well No. 6. • Completed biannual well motor maintenance program • Replaced 40 h.p. motor to Well #1 Key Issues /Work Efforts In Progress • Design of Phase II for Well #10 • Well #7 Rehabilitation Project 43 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1.2006 - December 31. 2006 FUND: GENERAL FUND DEPARTMENT: PUBLIC WORKS DIVISION: CAPITAL IMPROVEMENT PROGRAM Mid-Year Accomalishments • Completed construction of the Camino MercadoNVest Branch Traffic Signal. • Completed construction of the Sewer Lift Station No. 1. • Completed installation of the James Way/Rodeo Drive stop sign and crosswalk. • Completed the replacement of the East Grand/Halcyon Traffic Signal. Kev Issues /Work Efforts In Progress • Completed the design of the Brisco Road Rehabilitation Project and award a construction contract. • Completed the design of the Farroll Road Rehabilitation Project and award a construction contract. • Completed the design of Phase II of the Well No. 10 Project and advertised it for public bid. • Completed the design of the Traffic Way Restriping Project and advertised the project for public bid. 44 MANAGEMENT REPORTING SYSTEM MID-YEAR Julv 1, 2006 - December 31.2006 FUND: GENERAL FUND DEPARTMENT: PARKS, RECREATION AND FACILITIES DIVISION: GENERAL RECREATION Mid-Year Accomplishments • Conducted the Summer Playground Program at Elm Street Park with an average of 50 children participating daily • Conducted 16 field trips to local businesses as well as hosting 6 local business visits to the Summer Playground Program ', • Conducted Winter Break Program at Elm Street Park with an average of 25 children participating daily • The City of Arroyo Grande and Woman's Club Community Center has hosted 374 groups totaling approximately 20,000 participants. • The Elm Street Community Center has hosted 234 groups and approximately 5,900 participants. Kev IssueslWork Efforts In-Progress • All staff will complete or re-certify in CPR and First Aid training this Spring • Scheduling activities for the Spring Playground Program r 45 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 - December 31.2006 FUND: GENERAL FUND DEPARTMENT: PARKS, RECREATION AND FACILITIES DIVISION: PRE-SCHOOL Mid-Year Accomplishments • Conducted the Summer Pre-School Program with 22 children attending the two three week sessions offered • The Fall Pre-School Program operated with 63 students • Took 52 preschoolers on a field-trip to Holloway's Tree Farm in December Kev Issues/Work Efforts In-Progress • All staff will complete or re-certify in CPR and First Aid training in May 46 MANAGEMENT REPORTING SYSTEM MID-YEAR Julv 1.2006 - December 31.2006 FUND: GENERAL FUND DEPARTMENT: PARKS, RECREATION AND FACILITIES DIVISION: GOVERNMENT BUILDINGS Mid-Year Accomplishments • Completion of 22 work orders for service to various city facilities • Completion of installation of new energy efficient lights at Elm St. Community Center • Re-roof of Woman's Club Community Center • Assisted in remodel of City Hall entry area Kev Issues/Work Efforts In-Progress • Re-roof Elm Street Community Center • Painting of Elm St. Community Center office 47 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 -December 31.2006 FUND: GENERAL FUND DEPARTMENT: PARKS, RECREATION AND FACILITIES DIVISION: PARKS Mid-Year Accomplishments • Staff replaced 500 feet of mainline at Elm St. Park. • New landscaping was installed at the Police modular building. • Staff assisted with the set up of the Elm St Carnival. • The gate and panels on the eastside of Poplar Basin were welded up. • Strother and Rancho Grande Park restroom floors were recoated. • Various volunteer groups assisted with park maintenance projects. • 77 backflow prevention devices were tested for the required annual inspection. • A bad section of sewer line was replaced at the Elm St. Community Center. • Annual street tree pruning has started with Public Works. • An emergency eye wash/shower was installed at Strother Park. • New Parks employee was hired. 48 • Turf renovation has started at Soto Sports Complex. • Parks staff attended preliminary meetings of America in Bloom. • Christmas decorations were placed throughout the City. Kev Issues /Work Efforts In Progress • Developing Criteria for determination of City vs. private citizen ownership of trees. • Completion of annual tree pruning program citywide. • Assume maintenance of Parkside Park. • Completion of Oro Park sidewalk and driveway repair. • Completion of Elm Street Park irrigation replacement Phase 2. • Complete A.D.A. improvements at Strother Park and Elm Park. • Construct improvements to the Village Green. 49 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 - December 31.2006 FUND: GENERAL FUND DEPARTMENT: PARKS, RECREATION AND FACILITIES DIVISION: RECREATION ADMINISTRATION Mid-Year Accomplishments • Implemented new Summer Concert Series at Rotary Bandstand • Coordinated with Village Improvement Association for new landscaping at entry planter to the Village. • Completed draft agreement for Off Leash Pet area on lower Elm Street basin. • Worked with Tree Guild on new tree plantings along Traffic Way. • Exceeded mid year revenue projections for department while maintaining expenditures. • Implemented new on line registration software. Kev Issues/Work Efforts In-Proaress • Begin work with volunteer groups, in coordination with Public Works Department, for Via Berros Pocket Park • Finalize construction and maintenance issues related to Parkside Park. • Complete formatting and distribution of Summer Activity Guide 50 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 -December 31.2006 FUND: GENERAL FUND DEPARTMENT: PARKS, RECREATION AND FACILITIES DIVISION: SPECIAL PROGRAMS Mid-Year Accomplishments: • Held a Summer Carnival on August 11th with over 200 children participating. • Conducted the Halloween Carnival and Haunted Maze on October 28t" with over 1,000 participants. • Conducted the Holiday Decorating Contest for business and residences with 14 businesses receiving 1St 2"d or 3` place awards and 16 residences receiving 151 2nd or 3rd place awards. • Worked with Hancock College Cross Country team and the Arroyo Grande Lions Club to organize the 29th Annual Turkey Trot Fun Run with 196 participants. • Organized Harvest Festival Activities including the Diaper Derby and Chili-Pest • The noon-time sports program for the Lucia Mar Unified School District successfully operated at the Harloe Elementary school • The Parent's Night Out program ran successfully this fall with an average of 18 children participating on the first Friday of each month • Organized a variety of youth and adult contract classes including art, tennis, basketball, dog training and babysitting. • Completed the Summer Softball League with 59 teams participating. • Completed two new adult basketball leagues, summer and fall, utilizing the new Oceano Community Center. 51 • Completed a new fall women's indoor soccer league Key lssuesMlork Efforts In-Progress The department is planning the Volunteer Banquet and the Annual Talent show Youth Wrestling registration and scheduling • Adult Basketball registration and scheduling • Spring softball registration and scheduling Continue the new winter women's indoor soccer league 52 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1.2006 - December 31.2006 FUND: GENERAL FUND DEPARTMENT: PARKS, RECREATION AND FACILITIES DIVISION: CHILDREN IN MOTION Mid-Year Accomplishments • Children In Motion completed another successful Summer Day Camp at Ocean View Elementary School. Approximately 100 - 110 children a day participated in a variety of activities including: 17 field trips, 6 guest speakers, and theme based games, crafts and special events. • School year programs continue to expand at Branch, Ocean View and Harloe elementary schools, which currently provide childcare services to approximately 200 children daily. • Three weeks of Winter Camp were successfully completed this past holiday break at Harloe Elementary school. Approximately 50-75 children daily participated in fun winter activities including: Caroling at Wyndham House, Bowling in Santa Maria, a visit from Woods Humane Society, and a visit from the Arroyo Grande Fire Department. Kev Issues/Work Efforts In-Prouress • Staff will be doing a complete review of all licensing requirements and insure that sites are in full compliance with all rules and regulations. The Childcare Coordinator is having a meeting in February to deal with any issues that may arise. • The Childcare Coordinator will review disaster policies and procedures at an upcoming staff meeting. • Staff has begin planning for our upcoming Spring Break and Summer Programs. • In April, all necessary staff will be completing re-certification for First Aid and CPR. 53 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1, 2006 - December 31.2006 FUND: GENERAL FUND DEPARTMENT: PARKS, RECREATION AND FACILITIES DIVISION: 5 CITIES YOUTH BASKETBALL LEAGUE Mid-Year Accomplishments • Registered 126 teams with over 1,000 participants Prepared game schedules for the league season (about 700 games) • Recruited, trained and assigned 40 referees • Collected $66,947 in fees • Completed team and individual photos • Completed the first 250 games of the season Kev Issues /Work Efforts In Progress • Preparation of the end of the season tournament schedule • Distributing photo packets • Continuing preparation of referee schedules • Preparation for tournament finals and awards ceremony 54 MANAGEMENT REPORTING SYSTEM MID-YEAR July 1.2006 -December 31.2006 FUND: GENERAL FUND DEPARTMENT: PARKS, RECREATION AND FACILITIES DIVISION: SOTO SPORTS COMPLEX Mid-Year Accomplishments • Hosted, prepped fields and provided maintenance for the tournaments of: 4th of July, A.A. Sober, Law Enforcement, and Arroyo Grande Valley Little League Sectionals, Soccer Clinics • Used top dresser to renovate Ikeda/Volunteer Fields • Repaired and sodded banks in basin. • Replaced ballasts in tennis court lights. • Upgraded JC building restroom toilets. Kev Issues /Work Efforts In Progress Complete renovations to football field, Porter, Don Roberts and Santos outfield areas. • Complete installation of new pump to creek from pond #1 • Renovate floors of JC building restrooms. 55