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HomeMy WebLinkAbout05-17-2000 City Council Agenda PacketAGENDA KEEP ONE YEAR SARATOGA CITY COUNCIL MAY 17, 2000 OPEN SESSION - 5:45 P.M. in the Administrative Conference Room - 13777 Fruitvale Avenue COMMISSION INTERVIEWS 5:45 P.M. 5:55 P.M. 6:05 P.M. 6:15 P.M. 6:25 P.M. 6:35 P.M. Volerie Farnum Christina Siadat Darrell Wu Tannaz Altafi ,]'on Cha .Tames Bollingall Youth Commission Youth Commission Youth Comm~ssmn Youth Commission Youth Comm~ssmn Youth Comm~ssmn REGULAR MEETING - 7:00 P.M. - CIVIC THEATER/COUNCIL CHAMBERS AT 13777 FRUITVALE AVENUE. PLEDGE OF ALLEGIANCE ROLL CALL REPORT OF CITY CLERK ON POSTING OF AGENDA (Pursuant to Gov't. Code 54954.2, the agenda for this meeting was properly posted on May 12, 2000) COMMUNICATIONS FROM COMMISSIONS & PUB_UTC Oral Communications on Non-Aqendized Items Any member of the public will be allowed to address the City Council for up to 3 minutes on matte'rs not on this agenda. Communications from Boards and Commissions - None Written Communications - None Oral Communications - Council Direction to Staff Instruction to Staff regarding actions on Current Oral Communications CEREMONIAL ITEMS Declaring the Month of ,Tune as 5cleradoma Month. Recommended Action: Approval. Resolution in Support of Clean, 5ale Creeks, and Natural Flood Protection. (Requested by Santa Clara Valley Water District) Recommended Action: Approve resolution. CON,GENT CALENDAR 3A. Approval of Check Register. Recommended Action: Note and file. April Financial Statement and Treasurer's Report. Recommended Action: Accept report. 3C. California Wine Transport, Claimant; Claim No. cjc)-003. Recommended Action: ReJect claim. 31). Resolution to Uphold Planning Commission Decision to Approve a 2- 5tory, 6500 Sq. Ft. Residence Located at 14805 Masson Court. (Liu). Recommended Action: Adopt resolution. 3E. Resolution to Uphold Planning Commission Decision to Approve 5tom/, 4258 Sq. Ft. Residence Located at 20550 Lomita Avenue.(Saunders) (Recommended Action: Adopt. resolution. 3F. Planning Commission Action Minutes of May 10, ?000. Recommended Action: Note and File. 2 NEW BUSTNE$$ Budget Presentation by Director of Administrative Services. Approval of RFP for Architectural Services for Library Expansion Project. Recommended Action: Approve RFP. CITY MANAGER'S REPORT AD,TOURNMENT TO CLO$ED $E$$ZON Conference with Legal Counsel - Anticipated Litigation: Initiation of Litigation Pursuant to Government Code Section 54¢)56.¢)(c) 3 Cases. In compliance with the Americans with Disabilities Act (ABA), if you need special assistance to participate in this meeting, please contact the City Clerk at (408) 868-126c2. Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting (28 CFR 35.102-35.104 ADA Title II) SARATOGA CITY COUNCIL EXECUTIVE SUMMARY NO. MEETING DATE: May 17, 2000 ORIGINATING DEPT.: City manager AGENDA ITEM CITY MANAGER:~'~~ .~.~' PREPARED BY: City Clerk SUBJECT: Commission Interviews for Youth Commission RECOMMENDED ACTION: REPORT SUMMARY: FISCAL IMPACT: ADVERTISING NOTICING AND PUBLIC CONTACT: CONSEQUENCES OF NOT ACTING ON MOTION: FOLLOW UP ACTIONS: That Council conduct interviews. The following applicants have been scheduled for interviews: 5:45 P.M. - Valerie Famum * 5:55 P.M. - Christina Siadat 6:05 P.M. - Darrell Wu 6:15 P.M. - Tannaz Altafi * 6:25 P.M. -Jon Cha 6:35 P.M. - James Ballingall * Candidates eligible for re-appointment There are four vacancies to be filled for the Commission. The term will be for 4 years expiring on July 1, 2004. None Posting of the Council Agenda. Vacancies would not be filled. Adopt resolution and administer Oath of Office at scheduled Council Meeting. ATTACHMENTS: Applications of the above named applicants. of Saratoga Youth Commission Application Last Name, First Name Street Address Middle Initial Schobl Attending 00-01 School Year Phone Number c/ ..?q, '7 City Zip Code Grade Level in Fall 2000 Please list .your school and community activities and to which volunteer and civic organizations you belong I am an active member of Lynbrook High School's Speech and Debate club. Last year, I had the honor of being voted as "Best Freshman" in the club by my peers. In addition to Speech and Debate, I am an attorney Lynbrook's Mock Trial team. Our team was able to reach semifinals in the county competition this February. My membership in Key Club allows me to volunteer my time in community service. Which particular area of respOnsibility on this commission interests you'.- I consider myself a good communicator, so I am interested in keeping my school informed and up-to-date on Commission activities. ' References: ,9- 3. 4,-. L. Additional information and/or comments you feel are important: One of my hobbies includes piano, in which I have taken lessons for nearly ten years. Occasionally I dabble in writing. The reason I enjoy public speaking is because I enjoy the thrill of speaking in public. Speaking, especially spontaneous speaking, gives me a "rush" which I find exhilarating. I have read the application information packet and understand the commitment is ten hours per month in addition to the monthly meetings. I also understand I must attend the Youth Commission training session and a minimum of 80% of meetings and activities. ' , Apphcants Signature I understand the commitment involved in the Youth Commission and approve of my son or da applying: ParetWs Signature jCity of Saratoga ( °uth Commission Application Last Name, Fh~ Name Street Address School Attehdf31g 00-01 gcho°l-Year Middle Initial y~AY 8 2000 . ('p/4hoO~e)N~(0m~e7 Zip Code Grade Level in Fall 2000 Please list your school and community activities and to which volunteer and civic organizations you belong Which particular area of responsibility on this commission interests you: Additional information and/or comments you feel are important: ~ ~o ' ~ .... '~", _ voo~,~ References: I have read the application information packet and understand the commitment is ten hours per month in addition to the monthly meetings. I also understand I must attend the Youth Commission training session and a minimum of 80% of meetings and activities. : Oderstand the commitment involved in the Youth Commission and approve of my son or daughter's Parent's Signature// City of Saratoga Youth Commission Application Last Name,' First Name Middle Initial (4o8) Phone Number gtre~e~ Mn,,~,,~ ~qd: .~rae. nn~, c~ 05070 Address - 'City Zip Code Pro.~n~.aLi nn ~li gh School School Attending 00-01 School Year 9 Grade Level in Fall 2000 Please list your school and community activities and to which volunteer and civic organizations you belong: -9_~_Cr~ T-~m~T'~- J'~hl]rO~'~ Ynl]~.h ~r~11n. ,qmc'r~d ~4~art School yearbook Committee, .q~pd T~p~r~-. ~Ylllr~h Alf.~mr .qerver(4th arade-8th qrade),Sacred HEart School Commup!ty Ser~,~ ~,~r.~ ~ng~m (~rW~rl q5 vo~unt.~_~r hours in 8th qrade)~ I _n~ay ~.h~ p~ano. T play USTA Tennis, I also play competitive CYSA soccer. I worked this summer to babysit for the Kosovo family that our Church adopted. W~ich particular area of responsibility on this commission interests you: T ~m ~n~.mr~.~.~d ~n Fnndra~s~nq. especially the dances~ but I am able to work Additional information and/or comments you feel are important: b~y brother, Kayvon Siadat served as Youth Commissioner last year during his sen~or year at Bellarmine Hiqh School. I was able to watch him and help him w~h h~s duties, I 'am familier with the responsibilities and look forward to R~g the job. ~rences: l. Sister Aileen Donohue- Sacred HEart Church 867-2660 2. Bill Numann - De Anza Clash Girls Soccer Coach 866-2627 3. Mr. Marco Camarqo - Sacred Heart.School 8th Grade Teacher I have read the application information packet and understand the commitment is ten hours per month in addition to the monthly meetings. I also understand I must attend the Youth Commission training session and a minimum of 80% of meetings and activities. Apphcants Signature I understand the commitment involved ' app..! ing: . in the Youth Commission and approve of my son or da Parent's Signature/ City of Saratoga gouth Commission Application Last Name, First Name Street Address ' ' School Attending 00-0'1 gCI~ol Year Middle Initial City Phone Number qsoqo Zip Code Grade Level in Fall 2000 Please list your school and community activities and to which volunteer and civic organizations you belong: .~ s'htl pi~! ~Yu ?~n. ' ' -'' ' ' - Which particular area of responsibility on this commission interests you: · · -- '- , o , , ',~ct '~"~,D% Additional information and/or comments you feel are important: ~'If-MYLq ~) I ho(k/E, bcC. r'l ('~ +v~ X/o~t-Vl Comm,,q~,:~ion ,,_q~(f, '"~ I have read the application information packet and understand the commitment is ten hours per month in addition to the monthly meetings. I also understand I must attend the Youth Commission training session and a minimum of 80% of meetings and activities. Applicants Sieur( ~" lyderstand the commitment involved in the Youth Commission and approve of my son or daughter's Parent's Si City of Sc ratoga Youth Commission Application 'Last Nttme,\ First Name Street Address ' School Attending 00-01 School Year Middle Initial Zip Code Grade Level in Fall 2000 Please list your school and community activities and to which volunteer and civic organizations you belong: 5-'~ cc~.,-ca~c-iv ~ Cote £e~rese~,c/-,,~ or~ ~ 12oiw. ~ ~-~q¢,~-c2o,~,'/~ 2- ,, I ' ~ , ,- - , . ..~ t~d ~ p~iml~ ~ea of respomibfli~ on ~s comsion ~terests you: Additional information and / or comments you feel are important: References: I ~ve read the application information packet and undemtand ~e commitment is ten horn ~r month in addition ~ ~e money m~fin~. I ~so ~dem~nd I mint a~end ~e Youth Commission tr~ning session and a minimm of ~% of me~s and acfi~ties. ~AppUc~ts Si~at~ I understand the commitment involved in the Youth Commission and approve of my son or , City of Saratoga outh Commission Application Last Name, First Name Street Address Middle Initial City School Attending 00~-01 School Yt~ar Phone Number Zip Code Grade Level in Fall 2000 Please list your school and community activities and to which volunteer and civic organizations you belong: Which particular area of responsibility on this commission interests you: Additional information and / or comments you feel are important: I have read the application information packet and understand the commitment is ten hours per month in addition to the monthly meetings. I also understand I must attend the Youth Commission training session and a minimum of 80% of meetings and activities. Apphcants Signature lyderstand the commitment involved in the Youth Commission and approve of my son or daughter's Parent's $ign~tttr~' EXECUTIVE SUMMARY NO. MEETING DATE: MAY 17, 2000 ORIGINATING DEPT.: City Manager SARATOGA CITY COUNCIL AGENDA ITEM L CITY MANAGER:~o~ PREPARED BY: City Clerk SUBJECT: CEREMONIAL ITEM: PROCLAMATION - SCLERODERMA AWARENESS MONTH - JUNE 2000. RECOMMENDED MOTION: REPORT SUMMARY: That Council approve proclamation. In an effort to increase awareness about the disease, the Pleasanton Lions Club and the Bay Area Scleroderma Support Group are participating in a national campaign to proclaim the month of June as "Scleroderma Awareness Month." FISCAL IMPACT: None ADVERTISING, NOTICING AND PUBLIC CONTACT: CONSEQUENCES OF NOT None. ACTING ON MOTION: Posting of the Council agenda. FOLLOW UP ACTIONS: ATTACHMENTS: None Proclamation C]:TY OF SAI ATO A PI OCLA]:M5 ,TUNE 2000 5CLERODERMA AWARENE55 MONTH WHEREAS, scleroderma is a chronic, degenerative disorder which leads to the over production of collagen in the body's connective tissue, becoming most serious when it affects internal organs causing severe damage and serious complications to the body's digestive, respiratory, circulatory and immune systems; and WHEREAS. scleroderma is estimated to affect nearly 500,000 Americans, with approximately 80% of its victims women who are usually in the prime of their lives; and WHEREAS, the United 5cleroderma Foundation and the 5cleroderma P. esearch Foundation fund and direct national research centers focused exclusively on finding a cure, the closest of which is at the University of California at 5an Francisco; WHEREAS, locally, the Pleasanton Club of Lions ]International and the Bay Area 5cleroderma Support Group continue to raise money to help fund scleroderma research efforts; NOW, THEREFORE, BE TT RESOLVED that the City Council hereby proclaims ~Tune 2000 as "Scleroderma Awareness Month" in the City of Saratoga and encourages all residents to become educated about scleroderma and to support the efforts of the foundations and those sponsors who will contribute funds to support research to find a cure. MAYOR ~PR--I~--~O 05:08 p~ HUGHES RO. BOX 266 · PI, EASANTON, CALIFORNIA 94566 www. pleasantonilons · alwayaopen.com (925) 461-5350 ('rlcket Office) Pleasanton LIONS CLUB We Meet 2ncl & 4th Tues~lays -- 7:15 p,m. FAXED TO: (408) 868. ! 280 ATTN: Bill Norton, City Manager April 19, 2000 Mary Lou Hughes, Co-Chairman 970 Rock Canyon Circle San Jose, CA 95127 (408) 926-4314 Mayor City of Saratoga Scleroderma is a disease that literally means "hard skin." It causes your skin and major internal organs to become hard and severely limits a person's ability to live a normal life. It also affects the vascular system and the.joints. Scleroderma is comidered a rheumatic disease as well as an auto-immune disease. Eighty percent of the people affected by Selerodenna are women, yet most people have never heard of seleroderma. In an effort to increase awareness about the disease, the Pleasanton Lions Club and the Bay Area Scleroderma Support Group are participating in a national campaign to proclaim the month of June as "Scleroderma Awareness Month." Attached is a copy ora Proclamation from la,st year declaring the month of.rune as "Sclerodexma Awareness Month." We would greatly appreciate your support in providi,g a Proclamation again this year. We would like to use it in our awareness and fund ~sing efforts. Please mail the Proclamation to my home address in San Jose (listed above). If possible, we would like to have the proclamation by April 30th so that we may include it with our l'und raising documents. Also attached are a briefthct sheet about scleroderma and information about a golf tournament fund miser we are conducting on .Iune 23, 2000 at Los Positas Golf Course in Livermore. You are all cordially invited to participate, Thank you for your supporL If you have any questions, Please call me at (408) 926-4314. Sincerely, ~ Mary I/flu Hughes ~PR--~9--2000 0~:08 P~ HUGHES The City of Proclaims June 2000 SCL ER ODERM,4 ,4 WA RENES$ MONTH WI~REAS. scleroderma is a chronic, degenerative disorder which leads to the over production of collagen in the body's connective tissue, becoming most serious when it affects internal organs causing severe damage and serious complications to the body's digestive, respiratory. circulatory and immune systems; and WHEREAS. scleroderma is estimated to affect nearly 500.000 Americans. with approximately 80% of its victims women who are usually in thc prime of their lives; and WHEREAS. thc United Sclerodcrma Foundation and the Scleroderma Research Foundation fund and direct national research cent. s focused exclusively on finding a cure. thc closest of which is at thc University of California at San Francisco; WHEREAS. locally, the Plcasanton Club of Lions International and thc Bay Area Scleroderma Support Group continue to raise money to help fund scleroderma research efforts; NOW, THEREFORE, BE IT RESOLVED that the City Council hereby proclaims June 2000 as "Scleroderma Awareness Month"/n thc City of __ and encourages ail residents to become educated about scleroderma and to support the efforts of the foundations and those sponsors who will contribute, funds to support research to find a cure. Si~ature of Mayor Scleroderma Fact Sheet Scleroderma IS.,. · A chronic, auto-immune connectiv~ tis,~uo disea~ generally classified as one of the rheumatic diseases · Also known as sy~emic sclerosis f · A disease in which the symptoms may either be visible, as in the case when the skin is affected, or invisible when only the interne] or~ns are involved · A highly-individualized disease · A disease whose symptoms may range from very mild to potentially life-threatening Scleroderma I$ NOT... · Contagious · Cancerous or malignant in any way · l~heritcd, as a general rule Who has sderoderma? There are an estimated 80,000 to 100,000 people in the United States who have the systemic form of scleroderma. If those with P~ynaud's Phenomenon and one symptom ofscl~roderma were counted, thc figure would be closer to 150,000. Also, there are many more people with the localized form of thc disease. Since scleroderma presents with symptoms similar to other auto-immune diseases, diagnosis is difficult and there may be many misdiagnosed or undiagnosed cases es well. · What causes scleroderma? · Tho e~act cause or causes ofseleroderma are unknown. · It is know~ that seleroderma involves over production of collagen, Localized Seleroderma More common in children · Usually found in only a few places on the skin or in the muscles · Affects development/~rowth oraffected limbs · Rarely, if'over, do localized forms ofscleroderma develop into the systemic form of the disease. Systemic Sclerosis · May affect the connective tissue in many pans of the body such es the skin, esophagus, gastrointestinal tract, lungs, kidneys and heart · It may also affect blood vessels, muscles and joints. Row is sderoderma diagnosed? · The diagnostic process may require consultation with rheumatolosists (arthritis specialists), and/or dennatolo$ists (skin specialists) and require blood studies and numm'ous other specialized tests depending upon which organs are affected. _S¢leroderma Foundation Support - Education - Research 89 Newbury Street, Suite 201 Danvers, MA 01923 (978) ?S0-44e9 (9?8) ?.S0-S~)02 FAX Help Line: 1-800-722-1-IOPE (4673') An international non-profit organization serving the needs of persons with scleroderma and related diseases. SARATOGA CITY COUNCIL EXECUTIVE SUMMARY NO. MEETING DATE: May 17, 2000 ORIGINATING DEPT.: City Manager AGENDA ITEM ~ CITY MANAGER:' ..~ ~ . PREPARED BY: City Clerk SUBJECT: CEREMONIAL ITEM: RESOLUTION IN SUPPORT OF CLEAN, SAFE CREEKS AND NATURAL FLOOD PROTECTION, RECOMMENDED MOTION: REPORT SUMMARY: That Council adopt the resolution. The Santa Clara Valley Water District's Board adopted, in concept, the proposed Clean, Safe Creeks and Natural Flood Protection Program with a special tax as its essential funding component. Under this program, the average county-wide annual rate for each residential parcel would be approximately $39/year. These projects serve every county resident, even those who do not live near a creek or river, by working to keep our roads and highways, schools and shopping center safe from flooding. In addition, the District takes its stream stewardship role seriously and all projects strive to maintain or enhance the natural qualities, scenic beauty and recreational opportunities of our local riparian corridors. FISCAL IMPACT: None ADVERTISING, NOTICING AND PUBLIC CONTACT: CONSEQUENCES OF NOT None. ACTING ON MOTION: FOLLOW UP ACTIONS: ATTACHMENTS: Posting of the Council agenda. That a copy of the adopted resolution be forwarded to the Santa Clara Valley Water District's Board of Directors. Resolution Draft - Benefits for City of Saratoga RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SARATOGA IN SUPPORT OF CLEAN, SAFE CREEKS AND NATURAL FLOOD PROTECTION WHEREAS, the Santa Clara Valley Water District works to ensure that creeks and channels can safely carry floodwaters; that water in our creeks and bays is clean and safe; that natural resources in our creeks and watersheds are preserved and enhanced; and that additional open space and trails are provided; and WHEREAS, the Water District's voter approved benefit assessment will sunset in June 2000 and the Water District is now considering submitting a special tax ballot measure to Santa Clara County voters in November, 2000; and WHEREAS, this ballot measure would fund the Water District's Clean, Safe Creeks and Natural Flood Protection Program; and WHEREAS, the Clean, Safe Creek and Natural Flood Protection Program will help preserve and improve our quality of life by providing: · Homes, schools, businesses and highways with protection from flooding and erosion; · Clean, safe water in our creeks and bays; · Healthy creeks and bay ecosystems; · Trails, parks and open space along creeks; and WHEREAS, this ballot measure would require a two-thirds voter approval, which would demonstrate overwhelming voter support; and WHEREAS, flooding and stream protection are regional issues and this measure is important for Saratoga in that it would provide flood and stream protection to ensure that our creeks and channels can safely carry floodwaters away from our homes, businesses and local roadways to San Francisco and Monterey Bays and preserve and protect the waters and natural resources which contribute to our quality of life; and WHEREAS, this program will provide benefits on the following creekways within Saratoga: Construction of flood protection project on Calabazas Creek, TMDL's for diazinon in Saratoga & Calabazas Creeks identified and managed, neighborhood creeks free from trash, natural habitat and fisheries restoration, native plant species restoration, Community Parmerships to identify and implement environmental restoration, vegetation management program for Prospect, Saratoga & San Tomas Aquino Creeks, and partnership with community to construct and maintain trail, possible trail locations including Saratoga & San Tomas Aquinio Creeks NOW, THEREFORE, BE IT RESOLVED, that the City Of Saratoga supports the water District placing the proposed program for Clean, Safe Creeks and Natural Protection on the November 2000 ballot. The above and foregoing resolution was passed and adopted by the City Council of the City of Saratoga at a regular meeting held on the 17th day of May, 2000, by the following roll call vote: AYES: NOES: ABSENT: ABSTAIN: MAYOR ATTEST: CITY CLERK Clean Safe Creeks and Natural Flood Protection County-wide Special Tax of $39 will provide the following benefits for City of Saratoga Homes Schools & Businesses Protected from flooding Construction of flood protection project on Calabazas Creek Estimated value of services $ 671,000 Clean Safe Water TMDL's for diazinon in Saratoga & Calabazas Creeks Identified & managed Neighborhood creeks free from trash $ 108,000 Healthy Creek & Bay Ecosystems Natural habitat & fisheries restoration Native plant species restoration Community Partnerships to identify and implement environmental restoration. Vegetation management program for Prospect, Saratoga & San Tomas Aquino Creeks $ 133,000 Open Space Trails & Parks Partnership with Community to construct and maintain trails. Possible trail locations include Saratoga & San Tomas Aquino Creeks $ 33,000 Total Value of Additional Services $ 945,000 By: #; March 21, 2000 408; Apr-5-O0 11:56AM; Page 1/2 Maym, City of Saratoga Samoga City Council 13777 Fmitvnk Avenue Saratoga, CA 95070 I am ~iting m n~qum that th~ Saratoga City Council consider ~e altach~ Resolution in Suplxan of oor Clean, Safe Wate~ and N~ ~ ~ Prosrm duin~ the month of May. ~ homes, b~n~ses and tnmspomtion nelvork~ from the devastating etfeos of floods is one of th~ r~i,.k~ of the Santa aarn Valley Wa~r Dimict (District). Though the years as the county's populalion and economy have grown, th~ DimM hs worked ha~d to keep pace with the ~onso'uction of appropfiat~ flood protection Over the ia~ ~ y~an, the Dislrict has been woddng with our community stakeholders, constimems and customers to d~ign a flood protection and sire. am stewardship Nogram that is r~l~:tiv~ ofonr comnunity's values. TI~ average homeowner in Santa Clara County is a,tse~ ~ $17 and $$9 a year, and tl~ avernge busine~ between $139 nd $474 per a~re a year, to fund our cum~ prolpam through benefit asses,sm~nts. In nddition to ~ funds, during the past 20 ye.,vs the Distti-~ hs suceessf~lly pureed and s~cured mom than $200 million in state and fede~l money for local flood ptoleoion efforts by leveraging Ilmse local revenues. As a result, completed flood protection projects have i~-soved the danger or flooding from thousands of homes, l~inesses and transit corridors. The~ projects se~e every county resident, ~,v.n tho~ who do not live ne, ara creek arriver, by working tokem our ro~ds and highways, schools ri.a_ shopping ocnt~rs safe from flooding, In addilion, the Distric~ takes its roe. nm s~c'wamlnhip role seriously and all projects mire to maintain or enhnn~ the nntural qmlities, scenic beauty nad recrentionai opportunities of our local pn~x;tion ~-y provi~ will d~iom~, la addition, ~1~ important environmental work don~ as part of tl~ Distrkfs slxeam s~'ward~p efforts, ~ as stt~a restoraioa, r~sh barricr rmnovai and efforts m ~duce pollmion in $an Flanclsco and ]Vlontep~ Bays. would roce.,iv¢ signi.r~anfly less fudi~. I would b~ ple. nsed m ~ ~ ~ ~ ~ m y~ ~il ~g a ~ in ~. Mr. Rick Calknd~, o~ Local yon for your considcmgon of my request, I look forward to working with you and the Saratoga City Council on this important im~. Gregory A. Zlomick Ch~/Boanl of Directors Auar. hm~ cc: City Manager- w/attadmznt SARATOGA CITY COUNCIL EXECUTIVE SUMMARY NO. MEETING DATE: May 17, 2000 ORIGINATING DEPT: Administrative Services AGENDA ITEM cITY MANAGER:~ f't~.~~ DEPT. HEAD:/0/~ SUBJECT: Approval of Check Register RECOMMENDED ACTION(S): Note and file. REPORT SUMMARY: Attached is the check register. FISCAL IMPACTS: None CONSEQUENCES OF NOT FOLLOWING RECOMMENDED ACTION(S): None ALTERNATIVE ACTION(S): None FOLLOW UP ACTION(S): None ADVERTISING, NOTICING AND PUBLIC CONTACT: None ATTACHMENTS: Check Register Certification. IFund# Fund Name Date Manual Void Total 514100 Checks Checks ^81473 - A81610 1 GENERAL 100 COPS-SLESF 110 Traffic Safety 150 Streets & Roads 160 Transit Dev 170 Hillside Repair 180 LLA Districts 250 Dev Services 260 Environmental 270 Housing & Comm 290 Recreation 292 Facility Ops 293 Theatre Surcharge 300 State Park 310 Park Develpmt 400 Library Debt 410 Civic Cntr COP 420 Leonard Creek 700 Quarry Creek 710 Heritage Prsvn 720 Cable TV 730 PD #2 740 PD #3 800 Deposit Agency 810 Deferred Comp 830 Paymll Agency 990 SPFA 71,004.31 279.40 346.46 (692.91) 39,169.47 2,582.41 15,333.86 72.00 15,499.11 407.00 3,342.65 5,457.50 Subtotal PAYROLL CHECKS: B25462 - 25492 TOTAL Prepared by: 153,214.77 279.40 Date: (692.91 Approved ap~99 r~ ~o ,al ~ 0 o~ o o 0 ~0 O~ 0 oo · E~ ~ ~ E ............... · · 0 ooooo ~o .§ ~§OOOooo ~o do 0 ~0 ~0 I> ooooo o o u ~oo § o § ...... go ° o ° 0 i~8§ ~ o o~o o o ~o o o o~o ~ o ~ ~ ~ o ~ o 3 o ~ o ~ o ~ o ~ o o ~ o ............ T T T ~ ~ ~ ~ ~ ~ ~ o~ o~ o,~° o~ ~0 0,~ u C~O ,~ O0 ~> 0 ~0 0,~ ~> I> oo o o o o o o o o o o ~ ~ ~ ~ oo ~ ~ ~ ~ H o 6 ~ ~  o ~o ~o Oo ~ 0 ~o ~ ~ ~ § §~ g § o g o g o oo oo o g o ~0 ~0 ""0 0 ~> 0 0 0 0 0 0 DO 0 ~ oo ~ ~ ~ ~ 0 ~ .~ o~ m~ ~ ~°° ~§ ~ ~o~ . o ~o 0'" (~0 '~0 I> ~ oo § o § § § o n,0 ~0 (~0 ~0 r~oz o o ~o § o ~ 0 o § 8 o § o oo o~ o~ o ~o ~o , oo g g o ~o o ~o noo ~o ~o ~o 40 ~o ~oo o o o § .... §~ o o § § o § o o o 0 ~0 O~ u~ ~0 ~0 i> Oo ~o ~ooooooooo o o o ~o oo o o o o o o o o 0 o § ......o o §. § ..... o o go o o 0 oo o o oo o o o o o o ~ ~ oo o ~ ~ ~ o oo § § § § § § § ~oo ~o o ~ ~o ~o o -o SARATOGA CITY COUNCIL EXECUTIVE SUMMARY NO. MEETING DATE: May 17, 2000 ORIGINATING DEPT: Administrative Services AGENDA ITEM CITY MANAGER: 6~~--~~ DEPT. HEAD: ,~-d SUBJECT: Financial Reports for the Ten Months Ended April 2000 RECOMMENDED ACTION(S): Accept the financial reports and the Treasurer's report for the ten months ended April 30, 2000. REPORT SUMMARY: The accompanying financial reports represent the revenues, expenditures and fund balances in all City funds for the ten months ended April 30, 2000. Summary Overall, revenues are slightly higher than expected at this point in the annual cycle, and expenditures are just as expected. For the ten months ended April 30, the City is in a positive financial condition when compared to the annual budgeted revenues and expenditures. Revenues General Fund revenues are about $500,000 higher than expected as of April 30. higher than anticipated sales tax, motor vehicle license fees, and interest income. This is due to In other funds, development revenues remain relatively high as a result of the currently active development environment when compared to the original budget, but very close to the revised year-end estimates. Park Development fees are lower than originally budgeted because fees from the Azule Crossing development were anticipated when the budget was prepared, but the fees have not been collected yet. All other funds remain approximately as anticipated. Expenditures General Fund expenditures are almost exactly where anticipated as of April. expenditures are very close to where they would be expected to be. In other funds, Fund Balance The General Fund balance is $8,906,489 as of April 30, 2000, and $13,703,034 for all funds combined. At this point, it is anticipated that these fund balance figures will be about $500,000 less by June 30, 2000, assuming that capital project funds which were budgeted for the year but not yet spent, will be spent by June 30. FISCAL IMPACTS: None CONSEQUENCES OF NOT ACTING ON RECOMMENDED MOTION(S): None ALTERNATIVE ACTION(S): None FOLLOW UP ACTION(S): Accept and file the reports. ADVERTISING, NOTICING AND PUBLIC CONTACT: Nothing additional. ATTACHMENTS: Financial reports for April 2000. Treasurer's Report for April 2000. Monthly_AprOO. doc 2 CITY OF SARATOGA TEN MONTHS ENDED APRIL 30, 2000 PERCENT OF YEAR ELAPSED -- 83,33% FUND BALANCE FUND FUND DESCRIPTION 301 GENERAL FUND 302 MIS REPLACEMENT FUND PERS RETIREMENT FUND TOTAL GENERAL FUND AUDITED UNAUDITED BALANCE YEAR TO DATE ADJUSTS & BALANCE JULY I. 1999REVENI, IEEXPENDITId'RETRANSFERS APRIL30! 2000 $ 6,872,663 $ 6,880,708 $ 3,940,020 $ (906,8611 $ 8,906,489 60,000 35,000 95,000 28.483 28,483 6,932,663 6,880,708 3,940,020 (843,378) 9,029,972 SPECIAL REVENUE FUNDS: 100 COPS SUP. LAW ENFORCEMENT 15,663 69,394 110 TRAFFIC SAFETY SRF 99,274 150 STREETS&ROADS SRF 583,682 160 TRANS DEV ACT SRF-CAP PROJ 6,348 170 HILLSIDE REPAIR SRF 180 LANDSCAPF-/LGTNG SRF 62,419 171,373 250 DEVELOPMENT SRF 887,209 1,475,875 260 ENVIRONMENTAL PRG SRF 203,034 710,345 270 HOUSING & COMM DEV SRF 42,420 290 RECREATION SRF 576,253 292 FACILITY OPS SRF 118,882 293 THEATER TCK SRCHG SRF 18,832 TOTAL SPECIAL REV. FUNDS 1,168,325 3,872,678 CAPITAL PROJECT FUNDS: ;10 PARK DEVELOPMENT DEBT SERVICE FUND: 100 LIBRARY BONDS DEBT SVC 38,810 4,191 4,211 (95,062) 1,499,231 915,549 (6,348) 50,438 160,702 73,090 1,127,785 1,235,299 266,936 (245,232) 401,212 103,579 61,159 743,814 167,561 168,155 49,273 11,118 (7,7141 4,124,341 843378 1,760,039 2,251,983 9,315 60,957 2,200341 5,574 93,435 88,198 10,811 AGENCY FUNDS: 420 LEONARD ROAD DEBT SVC 41,153 5,899 11,182 35,870 720 C.A. TV TRUST FUND 81,630 3,099 84,729 730 PARKING DIST 142 DEBT SVC 11,871 I 1,871 740 PARKING DIST #3 DEBT SVC 9,550 88,022 168,856 (71,2841 800 DEPOSIT AGENCY FUND 395,519 395,519 990 SARATOGA PUBL FIN AGNCY 245,165 245,165 TOTAL AGENCY FUNDS 784,888 97,020 180,038 701,870 TOTAL ALL FUNDS $ 11,143,433 $ 10,953,1~6 $ 8,393,554 $ AUDil~D PROJECTED PROJECTED PROJECTED BALANCE YEAR TO DATE ADJUSTS & BALANCE JULY 1. 1999REVENUE EXPENDITURE TRANSFERS JUNE 30. 2000 $ 6,872,663 $ 8,277,721 $ 4,914,147 $ (I,855.9341 $ 8,380.303 60,000 35,000 95,000 28,483 28,483 6,932,663 8.277,721 4,914,147 (1,792,4511 8,503,786 15,663 69,394 81,069 10.009 13.997 153.500 22,259 (131,2411 1,131,837 3,032.800 1,900.963 22,821 0 (22.8211 5,888 0 (5,888) 62,419 236,195 206,550 92,06, 887,209 1,823.723 1,462,549 1,248,383 203,034 871,517 513.326 (327,890) 233,335 193,862 174.177 19,685 646,170 949,684 303,514 128,000 200.487 72,487 21.500 14.818 (6.682) 1,168325 5,304,407 6,657,719 1,792,451 1,607,464 2,251,983 251,505 315,000 2,188,488 5,574 93,505 93,656 5,423 - $ 13,703,034 41,153 12,075 12,075 41,151 81,630 4,000 0 85,630 11.871 0 11.871 9,550 170,359 170,359 9,550 395,519 0 395.519 245,165 19.250 0 264,415 784,888 205,684 182,434 808,138 $ 11,143,433 $ 14,132,822 12,162,956 $ . $ fS400.xls~RECAP Page I 5/9/00 CITY OF SARATOGA TEN MONTHS ENDED APRIL 30, 2000 PERCENT OF YEAR ELAPSED = 83.33% REVENUES TITLE REVENUE RECAPBYFUND 001 GENERAL FUND FISCAL YEAR 1999-00 REVISED ESTIMATED ORIGINAL BUDGET ACTUAL BUDGET (if different) (if different) $ 6,618,507 $ 7,971,349 $8,277,721 SPECIAL REVENUE FUNDS: 100 COPS-SLESF FUND 71,900 69,394 110 TRAFFIC SAFETY FUND 146,000 153,500 150 STREETS & ROADS SRF 1,336,080 1,514,574 1,131,837 160 TRANSPORT DEVELOPACT SRF 83,203 22,821 170 HILLSIDE REPAIR FUND 5,888 5,888 180 LANDSCAPE & LIGHTING FUND 236,195 236,195 250 DEVELOPMENT FUND 1,248,200 1,248,200 1,823,723 260 ENVIRONMENTAL PROGRAM FUND 876,680 871,517 270 HOUSING & COMMUNITY DEV FUND 236,313 193,862 290 RECREATION FUND 656,855 646,170 292 FACILITY OPERATIONS FUND 125,000 128,000 293 THEATERTCK SRCHG SRF 21,500 21,500 TOTAL SPECIAL REVENUE FUNDS CAPITAL PROJECTS FUNDS: PARK DVLPMNT CAP PRJ FND 310 400 DEBT SERVICE FUND: LIBRARY BOND DEBT SRV FND YEAR-TO-DATE 4/30/00 ESTIMATE 4/30/00 ACTUAL $ 6,356,585 $ 6,880,708 69,394 69,394 103,500 99,274 600,340 583,682 6,500 6,348 500 156,555 171,373 1,484,037 1,475,875 698,940 710,345 41,500 42,420 528,760 576,253 108,667 118,882 18,500 18,832 (YTD) ACTUAL/ 4~30 ESTIMATE 8.2% 0.0% -4.1% -2.8% -2.3% 0% 9.5% -0.5% 1.6% 2.2% 9.0% 9.4% 1.8% 5,043,814 5,222,308 5,304,407 3,817,192 3,872,678 1.5% 111,780 251,505 94,262 93,5O5 9,315 9,315 0.0% 94,262 93,435 -0.9% 6,038 5,899 3,000 3,099 85,180 88,022 -2.3% 3.3% TOTAL AGENCY FUNDS 420 LEONARD RD DEBT SER FUND 11,938 12,075 720 CA TV TRUST FUND 4,000 4,000 730 PRK DST#2 DBT SR/AGNCY FD 0 740 PRK DST#3 DBT SR/AGNCY FD 163,203 170,359 800 DEPOSITS AGENCY FUND 0 990 SARATOGA PFA AGENCY FUND 19,250 19,250 TOTAL AGENCY FUNDS 198,391 205,684 TOTAL ALL FUNDS $ 12,066,754 $ 13,598,090 $14,132,822 3.3% 94,217 97,020 3.0% $ 10,371,571 $ 10,953,156 5.6% fs400.xls~.EVE3YOE Page 2 5/9/00 CITY OF SARATOGA TEN MONTHS ENDED APRIL 30, 2000 PERCENT OF YEAR ELAPSED = 83.33 % REVENUES TITLE GENERAL FUND 001 PROP TAX SECURED/UNSECURED TEA ALLOCATION SALES TAX 1% SALES TAX PROP 172 TRANSFER TAX CONSTRUCTION TAX TRANS OCCUP TAX FRANCHISE FEES - PG&E FRANCHISE FEES - TCI FRANCHISE FEES - SJ WATER FRANCHISE FEES - GREEN VALLEY BUSINESS LICENSES MOTOR VEHICLE LICENSE FEE OFF HIGHWAY MV FEE HOPTR DISASTER RECOVERY OTHER REFUNDS & REIMBURSES FINES-FALSE ALARM FORFEITURES INTEREST RENTALS-CELL PHONE HAKONE RENT PASS THROUGH SALE OF ASSETS MISC. VEHICLE ABATEMENT ANIMAL LICENSES FUEL SALES GROUND MAINT PERMIT-ENCRMT. TOTAL GENERAL FUND FISCAL YEAR 1999-00 REVISED ESTIMATED ORIGINAL BUDGET ACTUAL BUDGET (if different) (if different) $ 1,192,200 $1,194,487 244,712 1,497,231 YEAR-TO-DATE 4/30/00 4/30/00 ESTIMATE ACTUAL $ 1,045,406 $ 1,109,723 605,867 605,867 (YTD) ACTUAL/ 4~30 ESTIMATE 6.2% 0.0% 1,497,231 1,436,912 2,691,718 1,651,273 1,715,590 3.9% 1,013,100 980,000 816,667 864,449 5.9% 76,500 80,000 66,667 65,744 -1.4% 1,089,600 1,060,000 883,333 930,193 5.3% 288,800 286,000 238,333 339,232 42.3% 350,000 466,219 388,516 352,493 -9.3% 264,000 277,065 230,888 217,074 -6.0% 902,800 1,029,284 857,737 908,800 6.0% 235,000 236,859 236,860 236,860 0.0% 173,500 175,000 131,250 135,772 3.4% 85,900 90,204 90,204 90,204 0.0% 286,800 282,296 211,722 224,567 6.1% 781,200 784,359 670,036 687,403 2.6% 278,161 278,161 231,801 243,222 4.9% 1,320,100 1,385,552 1,154,627 1,307,234 13.2% 170 560 500 560 12.0% 16,000 15,632 12,000 7,816 -34.9% 1,336,270 t,401,744 1,167,127 1,315,610 12.7% 28,869 35,504 336,308 328,754 13,856 12,735 37,500 42,350 333,333 479,184 46,417 54,594 7,894 7,571 34,643 234,564 325,414 358,690 25,000 16,627 40,000 45,000 350,000 400,000 52,000 55,700 9,473 9,473 5,000 5,000 5,000 10,000 5,000 14,000 8,000 9,322 10,000 9,000 5,000 5,000 54,000 60,000 10,000 10,363 11,667 14,283 7,768 6,816 7,500 7,126 4,167 4,000 50,000 76,610 23.0% -2.2% -8.1% 12.9% 43.8% 17.6% -4.1% 3.6% 22.4% -12.3% -5.0% -4.0% 53.2% 793,564 1,032,455 895,278 1,079,890 20.6% 6,618,507 7,971,349 8,277,721 6,356,585 6,880,708 8.2% (1) (2) (3) (4) (5) (5) (6) (7) (8) (9) fs400.xls ~REX/'F_aN~5 Page 3 5/9~00 CITY OF SARATOGA TEN MONTHS ENDED APRIL 30, 2000 PERCENT OF YEAR ELAPSED = 83.33 % REVENUES TITLE SPECIAL REVENUE FUNDS: COPS-SLESF SP REV FD 100 SUPPL LAW ENFORCE TRAFFIC SAFETY SRF 110 REFUNDS & REIMB. CROSSING GUARD MATCH FINES-VEHICLE CODE TOTAL TRAFFIC SAFETY SRF STREETS & ROADS SRF 150 REFUNDS & REIMB. ST HIGHWAY USER 2107.5 ST HIGHWAY USER 2106 ST HIGHWAY USER 2107 ST FHWA REIMB. ST 2105 S&H CODE TEA-21 MEASURE B TOTAL ST&RDS SRF TRANSPORT DEVELOP ACT SRF-CAP PROJ 160 TOTAL TDA HILLSIDE REPAIR SRF 170 INTEREST HILLSIDE STREET REPAIR TOTAL HILLSIDE REPAIR SRF LANDSCAPEFLGTNG SRF 180 PROP. TAX SPECIAL ASSESSMENT INTEREST CONTRIBUTIONS TOTAL LANDSCAPE/LGTNG SRF DEVELOPMENT SRF 250 GEOLOGY REVIEW FEES ENGINEERING FEES PLANNlNG FEES ARBORIST FEE MAP/PUB/OTHER SALES DOCUMENT STRG FEES PERMITS-BUILDING PERMITS-GRADING INTEREST TOTAL DEVELOPMENT SRF FISCAL YEAR 1999-00 REVISED ESTIMATED ORIGINAL BUDGET ACTUAL BUDGET (if different) (if different) 71,900 69,394 6,000 3,500 140,000 150,000 146,000 153,500 39,060 64,554 26,560 6,000 6,000 153,523 146,353 267,994 262,451 75,000 228,000 0 193,169 187,471 224,082 0 377,252 503,002 1,336,080 1,514,574 1,131,837 83,203 22,821 600 600 5,288 5,288 5,888 5,888 73,750 73,750 160,445 157,645 2,000 2,000 2,800 236,195 236,195 60,000 100,000 54,000 54,000 150,000 320,000 338,400 371,100 50,000 61,500 65,000 200 200 7,000 12,000 16,125 725,000 1,040,019 32,000 81,279 1,248,200 1,283,100 1,823,723 YEAR-TO-DATE 4/30100 ESTIMATE 4~30~00 ACTUAL 69,394 69,394 3,500 3,500 100,000 95,774 103,500 99,274 22,133 18,227 6,000 6,000 109,765 107,246 196,838 186,187 140,603 140,271 125,000 125,751 600,340 583,682 6,500 6,348 500 50O 61,458 75,806 95,097 95,567 156,555 171,373 83,333 90,934 125,000 113,458 309,250 297,564 54,167 80,221 167 13,438 13,551 866,683 848,017 32,000 32,130 1,484,037 (YTD) ACTUAL/ 4/30 ESTIMATE 0.0% 0.0% -4.2% -4.1% -17.6% 0.0% -2.3% -5.4% -0.2% -2.8~ -2.3% 0% 23.3% (1) 0.5% (10) 9.5% 9.1% -9.2% -3.8% 48.1% (9) 0% 0.8% -2.2% 0.4% fS400.xls~EVENUE Page 4 5/9/00 CITY OF SARATOGA TEN MONTHS ENDED APRIL 30, 2000 PERCENT OF YEAR ELAPSED = 83.33% REVENUES TITLE ENVIRNMNTAL PRG SRF ST REFUSE SURCHG AB939 ENVIRONMENTAL FEES 260 CLEAN AIR GRANT INTEREST TOTAL ENVIRON PRG SRF HOUSING&COMM DEV SRF 270 HCDA/CDBG/SHARP GRANTS INTEREST SHARP LOAN REPAYMENT TOTAL HOUSING/COMM DEV SRF RECREATION SRF 290 FRIENDS OF WARNER HUTTON HOUSi SPORTS LEAGUE FEES CAMP FEES EXCURSION FEES CLASS/SPECIAL EVENT SNACK BAR SALES REDWOOD SPORTS PRGM. TEEN SERVICES SNACK BAR SALES WARNER HUTTON CONTRIBUTIONS TOTAL RECREATION SRF FACILITY OPS SRF 292 BUILDING RENT PARKS RENT TOTAL FACILITY OPS SRF THEATER TCK SRCHG SRF 293 THEATER TCKSRCHG TOTAL SPECIAL REVENUE FUNDS CAPITAL PROJECTS FUNDS PARK DVLPMNT CAP PRJ FND 310 PARK DEVELOPMENT FISCAL YEAR 1999-00 REVISED ESTIMATED ORIGINAL BUDGET ACTUAL BUDGET (if different) (if different) 20,000 26,560 527,290 517,067 329,390 327,890 876,680 871,517 234,313 152,842 2,000 3,000 38,02O YEAR-TO-DATE 4/30/00 4/30/00 ESTIMATE ACTUAL 22,133 20,441 430,889 444,672 245,918 245,232 698,940 710,345 2,500 3,149 39,000 39,271 236,313 193,862 9,655 9,655 47,500 32,000 104,000 104,000 89,000 89,000 350,000 350,000 1,200 1,200 28,000 28,000 24,500 24,500 1,000 1,500 2,000 6,315 656,855 646,170 120,000 120,000 5,000 8,000 125,000 128,000 21,500 21,500 5,043,814 5,257,208 5,304,407 1~1,780' 251,505 41,500 42,420 4,828 4,828 26,666 25,225 86,666 102,484 74,167 94,852 291,667 303,588 1,000 1,199 22,000 21,741 20,417 21,121 1,250 1,147 100 69 528,760 576,253 102,000 111,184 6,667 7,698 108,667 118,882 18,500 18,832 3,792,192 3,847,498 9,315 9,315 (YTD) ACTUAL/ 4/30 ESTIMATE -7.6% 3.2% -0.3% 1.6% 25.9% O.7% 2.2% 0.0% -5.4% 18.3% (11) 27.9% ~/ 4.1% 19.9% -1.2% 3.4% -8.2% -31.3% 9.0% 9.0% 15.5% 9.4% 1.8% 1.5% o.o% (I2) fS400.xlsLREXfElXlUE Page 5 5/9/00 CITY OF SARATOGA TEN MONTHS ENDED APRIL 30, 2000 PERCENT OF YEAR ELAPSED = 83~33% REVENUES TITLE FISCAL YEAR 1999-00 REVISED ESTIMATED ORIGINAL BUDGET ACTUAL BUDGET (if different) (if different) DEBT SERVICE FUND: LIBRARY BOND DEBT SRV FND 400 PRINCIPAL INTEREST OTHER TOTAL LIBRARY BOND DEBT 80,000 80,000 14,062 13,235 200 270 YEAR-TO-DATE AGENCY FUNDS: LEONARD RD DEBT SER FUND 420 SERVICES (ASSESS DISTRICTS) CA TV TRUST FUND 720 INTEREST INCOME PRK DST#2 DBT SR/AGNCY FD 730 SERVICES (ASSESS DISTRICTS) PRK DST#3 DBT SR/AGNCY FD 740 SERVICES (ASSESS DISTRICTS) DEPOSITS AGENCY FUND 800 DEPOSITS SARATOGA PFA AGENCY FUND 990 INTEREST INCOME TOTAL AGENCY FUNDS GRAND TOTAL 4/30/00 4/30/00 ESTIMATE ACTUAL 80,000 80,000 14,062 13,235 200 200 (YTD) ACTUAL/ 4/30 ESTIMATE 0.0% -5.9% 0.0% 94,262 93,505 94,262 93,435 -0.9 % 11,938 12,075 6,038 5,899 -2.3 % 4,000 4,000 3,000 3,099 3.3 % 163,203 170,359 85,180 88,022 3.3 % 0 19,250 19,250 - 198,391 205,684 94,217 97,020 3.0 % $ 12,066,754 $ 13,632,990 $14,132,822 $ 10,371,571 $ 10,953,156 5.6% (1) (1) (10) (10) REVENUE NOTES: (1) Property Taxes - Secured property tax paid in December/January and April/May. Some taxpayers paid their April payment in December. (2) TEA per arbitration agreement for FY 97/98 and 98/99. (3) Sales Tax higher because it includes the holiday season. (4) Transfer Tax - Real estate transfers are very active, particularly in March and April. (5) Franchise Fees from PG&E and SJ Water received in April and February respectively. (6) Business Licenses - most business licenses renewed in January. (7) MVL Fees are higher than anticipated. (8) lnterest Income is higher than anticipated, but a portion of general fund interest will be allocated to other funds at year-end (9) Development Fees - Development activity remains higher than originally budgeted. (10) Assessment Revenues - January and May. (11) Recreation Fees - Sports, Camps, Trips and Classes revenues in early summer. (12) Park Development Fees - Azule Crossing was included in estimated revenues, but not collected yet. CITY OF SARATOGA TEN MONTHS ENDED APRIL 30, 2000 PERCENT OF YEAR ELAPSED = 83,33% EXPENDITURES 001 100 110 150 160 170 180 250 260 270 290 292 293 710 310 400 420 700 720 730 740 800 990 ORIGINAL TITLE BUDGET FISCAL YEAR 1999-00 REVISED BUDGET (if different) ESTIMATED i ACTUAL (if different) EXPENDITURE RECAP BY FUND GENERAL FUND $ 4,708,717 5,327,655 $4,914,147 SPECIAL REVENUE FUNDS COPS SUP. LAW ENFORCEMENT TRAFFIC SAFETY SRF STREETS&ROADS SRF TRANS DEV ACT SRF-CAP PROJ HILLSIDE REPAIR SRF LANDSCAPE/LGTNG SRF DEVELOPMENT SRF ENVIRONMENTAL PRG SRF HOUSING & COMM DEV SRF RECREATION SRF FACILITY OPS SRF THEATER TCK SRCHG SRF HERITAGE PRSRVTN TRST FND TOTAL SPECIAL REVENUE FUN CAPITAL PROJECTS FUNDS: PARK DEVELOPMENT DEBT SERVICE FUND: LIBRARY BONDS DEBT SVC TOTAL AGENCY FUNDS LEONARD ROAD DEBT SVC QUARRY CREEK PROJ ADM C.A. TV TRUST FUND PARKING DIST g2 DEBT SVC PARKING DIST #3 DEBT SVC DEPOSIT AGENCY FUND SARATOGA PUBL FIN AGNCY TOTAL AGENCY FUNDS TOTAL ALL FUNDS 78,888 22,311 3,095,022 98,103 179,478 1,348,266 514,129 315,529 894,878 188,701 13,922 3,275,600 198,840 1,406,272 897,060 81,069 22,259 3,032,800 0 0 206,550 1,462,549 513,326 174,177 949,684 200,487 14,818 0 6~749~227 567z000 93~505 11,938 170,203 7t029z355 603,714 6~657~719 315~00~ 93~656 12,075 0 0 0 170,359 0 0 182~141 $ 12~300~590 182~434 13~236~370 $12~162~956 YEAR-TO-DATE 4/30/00 4/30/00 ESTIMATE ACTUAL $ 3,958,808 $ 3,940,020 45,376 38,810 4,132 4,211 1,543,215 1,499,231 168,958 160,702 1,171,246 1,127,785 · 290,677 266,936 103,325 103,579 751,382 743,814 166,107 168,155 11,904 11,118 4~256~322 4z124~341 60z000 60~957 88z000 88~198 11,750 11,182 169,000 168,856 180~750 180~038 8z543~880 $ 8~393~554 (YTD) ACTUAL/ 4/30 ESTIMATE -0.5 % -14.5% 1.9% (13) -2.9% -4.9% -3.7% -8.2% 0.2% -1.0% 1.2% -6.6% -3.1% 1.6% 0.2% -4.8% -0.1% -0.4% -1.8% fs400.xls~EXPEND. Page 7 5/9/00 CITY OF SARATOGA TEN MONTHS ENDED APRIL 30, 2000 PERCENT OF YEAR ELAPSED = 83.33% EXPENDITURES TITLE FISCAL YEAR 1999-00 REVISED ESTIMATED ORIGINAL BUDGET ACTUAL BUDGET (if different) (if different) oo1 GENERAL FUND 1005 CITY COUNCIL 1010 CONTINGENCY 1015 CITY COMMISSIONS 1020 CITY MANAGER'S OFFICE 1025 CITY ATTORNEY 1030 CITY CLERK 1035 EQUIPMENT OPERATIONS 1040 FINANCIAL MANAGEMENT 1045 HUMAN RESOURCES 1050 GENERAL SERVICES 1060 FACILITIES MAINTENANCE 1065 MANAGEMENT INFORMATION SYS 2005 EMERGENCY PREPAREDNESS 2010 CODE ENFORCEMENT 2015 POLICE SERVICES 2025 ANIMAL CONTROL 3030 PARKS/OPEN SPACE 3035 GENERAL ENGINEERING 4005 ADVANCED PLANNING 7005 SENIOR SERVICES 7010 COMMUNITY SUPPORT 9010 CAPITALPROJECTS-VESSING RD SUBTOTAL LESS OVERHEAD TOTAL GENERAL FUND $44,350 $51,450 $51,595 200,000 76,700 150,000 68,909 71,709 70,211 274,945 347,494 354,156 283,265 378,265 375,620 76,638 97,738 92,129 171,444 175,268 353,742 371,867 334,694 149,876 159,927 146,787 112,797 118,917 452,541 454,541 456,374 142,809 223,325 209,212 56,828 59,340 59,728 47,748 40,151 2,664,456 2,666,968 2,407,638 28,843 25,469 488,705 498,178 503,009 190,096 199,426 104,737 154,737 121,963 31,980 32,335 66,200 70,000 368,500 368.500 6,010,909 6,629,847 6,363,182 (1,302,192) (1,302,192) (1,449,035 4z708z717 5~327~655 4~914~147 YEAR-TO-DATE 4/30100 4/30/00 ESTIMATE ACTUAL $42,996 58,509 295,130 313,017 76,774 81,890 278,912 122,323 99,098 380,312 150,512 49,773 33,459 (YTD) ACTUAL/ 4/30 ESTIMATE $44,851 4.3% 51,797 -11.5% 262,173 -11.2% 323,410 3.3% 76,053 -0.9% 75,901 -7.3% 246,355 -11.7% 130,087 6.3% 105,172 6.1% 369,738 -2.8% 146,424 -2.7% 52,759 6.0% 29,136 -12.9% 2,006,365 2,063,190 21,224 23,281 381,935 361,753 134,264 130,934 70,302 72,912 29,446- 26,713 58,333 54,133 200.000 194.694 4,884,573 4,841,467 /925,765) (901,446) 3~958~808 3~940r020 2.8% 9.7%' -5.3% -2.5% 3.7% -9.3% -7.2% -2.7% -0.9% -2.6% -O.5% (14) (15) (16) (17) fs400-xlsXF:~XPEND. Page 8 5/9/00 CITY OF SARATOGA TEN MONTHS ENDED APRIL 30, 2000 PERCENT OF YEAR ELAPSED = 83.33% EXPENDITURES TITLE SPECIAL REVENUE FUNDS: 100 2O30 I10 2020 150 3005 3010 3015 3020 3025 5010 9000 160 9501 170 9703 180 3040 25o 4010 4015 4020 26o 5005 5015 COPS SUP. LAW ENFORCEMENT PLUS OVERHEAD TOTAL COPS SRF TRAFFIC SAFETY SRF PLUS OVERHEAD TOTAL TRAFFIC SAFETY SRF STREETS&ROADS SRF STREET MAINTENANCE SIDEWALKS AND TRAILS TRAFFIC CONTROL FLOOD AND STORM DRAIN CONTR MEDIANS AND PARKWAYS CONGESTION MANAGEMENT CAPITAL PROJECTS SUBTOTAL PLUS OVERHEAD TOTAL STREETS&ROADS SRF TRANS DEV ACT SRF-CAP PROJ HILLSIDE REPAIR SRF LANDSCAPE/LGTNG SRF PLUS OVERHEAD TOTAL LANDSCAPE/LGTNG SRF DEVELOPMENT SRF ZONING ADMINSTRATION INSPECTION SERVICES DEVELOPMENT REGULATION SUBTOTAL PLUS OVERHEAD TOTAL DEVELOPMENT SRF ENVIRONMENTAL PRG SRF INTEGRATED WASTE MGMT STORM WATER MANAGEMENT SUBTOTAL PLUS OVERHEAD TOTAL ENVIRNMNTAL PRG SR FISCAL YEAR 1999-00 ORIGINAL BUDGET REVISED ESTIMATED BUDGET ACTUAL (if different) (if different) 70,369 71,060 8,519 10,009 78~888 81~069 21,600 21,348 711 911 22~311 22z259 1,610,916 1,599,869 YEAR-TO-DATE 4/30/00 4/30/00 ESTIMATE ACTUAL 40,476 34,619 4,900 4,191 45z376 38~810 4,000 4,077 132 134 4z132 4~211 763,775 739,252 87,579 83,727 177,753 183,550 170,571 98,263 93,508 90,069 89,675 345,320 328,851 327,499 291,750 483,000 213,000 76,027 72,690 102,518 105,834 81,257 72,855 74,729 66,069 234,582 236,495 25,000 25,991 (YT~) ACTUAL/ 4/30 ESTIMATE -14.5% -14.5% -14.5% 1.9% (13) 1.9% 1.9% -3.2% -4.4% 3.2% -10.3% -11.6% 0.8% 4.0% 2,701,650 2,882,228 2,577,849 1,357,888 1,319,186 -2.9% 393,372 393,372 454,951 185,327 180,045 -2.9% 3~275z600 3z032z800 17543z215 1~499z231 -2.9% 151,124 143,740 17,834 16,962 168~958 160~702i 3z095z022 98,103 158,490 177,852 181,349 20,988 20,988 25,201 179z478 198~840 206~550 329,763 325,015 294,136 284,359 165,466 150,700 355,627 400,621 395,716 370,175 375,869 362,186 163,954 171,272 192,248 -4.9% -4.9% -4.9% -1.4% -3.3% -8.9% 889,756 947,762 950,150 789,365 760,075 -3.7% 458,510 458,510 512.399 381,881 367,710 -3.7% 1~348~266 1~406,272 1~462z549 1~17L246 lt127~785 -3.7% 164,849 184,849 156,695 290,763 288,929 125,579 113,499 133,253 124,192 258,832 237,691 31,845 29,244 290~677 266~936 455,612 445,624 58,517 67,702 514~129 513~326 -9.6% -6.8% -8.2% -8.2% -8.2% fs400.xls~EXPEND. Page 9 5/9/00 CITY OF SARATOGA TEN MONTHS ENDED APRIL 30, 2000 · PERCENT OF YEAR ELAPSED = 8333% EXPENDITURES TITLE 270 7015 9000 HOUSING&COMM DEV SRF HCDA ADMINISTRATION CAP PROJECTS (SR CTR & ADA) SUBTOTAL PLUS OVERHEAD TOTAL HOUSING&COMM DEV SRF 290 6005 6010 RECREATION SRF RECREATION TEEN SERVICES SUBTOTAL PLUS OVERHEAD TOTAL RECREATION SERVI~ES 292 6020 FACILITY OPS SRF PLUS OVERHEAD TOTAL FACILITY SRF 293 6015 THEATER TCK SRCHG SRF PLUS OVERHEAD TOTAL THEATER TCK SRCHG SRF TOTAL SPECIAL REVENUE FUNDS CAPITAL PROJECTS FUNDS 310 9704 PARK DEVELOPMENT FISCAL YEAR 1999-00 REVISED ESTIMATED ORIGINAL BUDGET ACTUAL BUDGET (if different) (if different) 90,166 60,398 216,221 100,000 306,387 160,398 9,142 13,779 315~529 174,177i 569,355 571,537 579,515 108,535 150,701 YEAR-TO-DATE 4/30/00 4/30/00 ESTIMATE ACTUAL 50,332 5~,772 50,000 45,806 100,332 100,578 2,994 3.001 103~325 103,579 479,222 473,794 90,410 90,100 677,890 680,072 730,216 569,632 563,894 '216,988 216,988 219,468 181,750 179,920 894~878 897~060 949z684 58,223 61,502 130,478 138,985 188,701 200~487 8,955 9,188 4,967 5,630 13~922 14~818 6~749~227 7z029,355 6~657~719 751~382 743~814 51,252 51,884 114,855 116,271 166~107 168,155 7,657 7,152 4,247 3,967 11~904 11~118 4,256,322 4,124~341 567~000 603~714 315,000 60,000 60~957 (YTD) ACTUAL/ 4/30 ESTIMATE 8.8% -8.4% 0.2% 0.2% 0.2% -1.1% -0.3% -1.0% -1.0% -1.0% 1.2% 1.2% 1.2% -6.6% -6.6% -6.6% -3.1% 1.6% fs400.xlsW_~XPEND. Page 10 5/9/00 CITY OF SARATOGA TEN MONTHS ENDED APRIL 30, 2000 PERCENT OF YEAR ELAPSED = 83.33% EXPENDITURES TITLE DEBT SERVICE FUND: 400 8015 LIBRARY BONDS DEBT SVC AGENCY FUNDS: 420 8020 LEONARD ROAD DEBT SVC 720 1040 C.A. TV TRUST FUND 730 8005 PARKING DIST #2 DEBT SVC 740 8010 PARKING DIST #3 DEBT SVC 990 1040 SARATOGA PUBL FIN AGNCY TOTAL AGENCY FUNDS TOTAL EXPENDITURES FISCAL YEAR 1999-00 REVISED ESTIMATED ORIGINAL BUDGET ACTUAL BUDGET (if different) (if different) 93~505 93,656 11,938 12,075 0 0 170,203 170,359 0 182z141 182~434 $127300~590 $13z236t370 $12~162z956 YEAR-TO-DATE 4/30/00 4/30/00 ESTIMATE A~TUAL 88~000 88~198 11,750 11,182 169,000 168,856 180~750 180,038 $8z543,880 $8~393~554 (YTD) ACTUAL/ 4/30 ESTIMATE 0.2% (18) -4.8% (19) -0.1% (19) -0.4% -1.8% EXPENDITURE NOTES: (13) Traffic Safety - Crossing Guards will be paid later in the year. (14) City Manager's Office-Executive recruiting firm will not be paid unitl recmitiment is completed. (15) Saratoga Creek litigation settlement costs and liability insurance paid. (16) Audit fees not paid until late in the fiscal year. (17) Vessing Road - San Jose Water Dept payment of $126,441 paid in September (18) Debt service payments made in December and June. (19) Debt service payments made in September and March. fs400.xls'tEXPEND. Page 11 5/9/00 CITY OF SARATOGA Cash and Investment Report Balance as of April 30, 2000 T),pe Institution Acquisition Date Unrestricted Cash & Investments: Cash: DD Comerica Bank - Savings CK Comerica Bank - General Checking CK Comerica Bank - Payroll Checking Subtotal Cash N/A N/A N/A An FDR* Book Market Par Maturity Rating Value Value** Value Yeild Date Term AAA $249,938 $249,938 $249,938 2.000% Revolving 1 $417 AAA 285,437 285,437 285,437 0.000% Revolving I 0 AAA 4,243 4,243 4,243 0.000% Revolving I 0 539,618 a 539,618 539,618 0.926% 1 417 L.A.I.F. & Investments: MF L.A.I.F. N/A N/A 11,617,752 b 11,591,796 11,617,752 6.014% Revolving I 58,224 CD Saratoga National Bank CD Heritage Bank of Commerce 07/03/98 10/14/98 AAA 500,000 500,000 500,000 5.900% 07/03/00 365 2,458 AAA 562,683 562,683 562,683 5.650% 10/14/00 365 2,649 Subtotal CDs 1,062,683 1,062,683 1,062,683 5.768% 365 5,108 12,680,435 12,654,479 12,680,435 5.993% 183 63,332 13,220,053 13,194,097 13,220,053 5.787% 92 63,748 Subtotal L.A.LF. & Investments Subtotal Unrestricted Cash & Investments Restricted Cash & Investments: SV Saratoga National Bank - CDBG ES US Bank - Library Debt Service CK Wells Fargo Bank - CDBG CK Wells Fargo Bank - CDBG N/A N/A N/A N/A AAA 51,342 51,342 51,342 2.530% Revolving I 108 · AAA 5,800 5,800 5,800 0.000% Revolving I 0 AAA 26,020 26,020 26,020 0.000% Revolving i 0 AAA 6,519 6,519 6,51~ 0.000% Revolvin~ I 0 Subtotal Restricted Cash & Investments Total Cash and Investments 89,681 89,681 89,681 1.448% I 108 $13,309,734 $13,283,779 $13,309,734 .5.757% 47 Benchmark Yield Comparison 3 Month Treasur~ $.93%I 1 Year Treasury 6.48%] Schedule of Maturities: Immediate FY 1999-2000 Total $12,247,051 1,062,683 $13,309,734 General Fund Loans Receivable: Hakone Foundation # Reserve Analysis: Seneral Fund Reserve requirement adopted 6/25/97: Seneral Fund Balance as of 4/30/00. $2,000,000 $8,906,489 Available Funds: Unrestricted Pooled Cash & Investments available for current year expenses in al_J funds: (Includes unrestricted funds maturing within the current fiscal ~'ear) $12,157,370 Maturity Principal Rate Date Term $175,677 6.500% 03/01/2004 3,650 NOTES: DD - Direct Deposits CK - Checking Account MF - Mutual Fund SV - Savings Account ES - Escrow Account * FDR = The Financial Directory rating is based on computer analysis of prime financials reported quarterly by the institutions to the Federal Reserve Board and the Federal Home Loan Bank Board. Ratings based on information released July 1998. **Market values for U.S. Treasury Notes provided by State Street Bank and Trust Company. # This loan is noted for memorandum purposes only. The loan is amortized per the agreement with the Hakone Foundation. No payments are received. This report reflects Pooled Cash, Investments and Restricted Cash which are available resources to fund operations, debt service and capital improvements. Other interest bearing assets (notes receivable) are listed above. Debt service reserve funds held by trustees are restricted pursuant to indenture covenants and have been excluded from this report. Pursuant to Government Code Section 53646, the City's investment portfolio is in compliance with the adopted investment policy and there are adequate resources t~ anticipated pool expenditure requirements for the next six months. 04-OOF~EPO.xI$ Approved by: 5/10/00 (Unaudited Results) SARATOGA CITY COUNCIL EXECUTIVE SUMMARY NO.: MEETING DATE: May 17, 2000 ORIGINATING DEPT.: City Manager AGENDA ITEM: ~--~ cITY MANAGER: ~ '~_~~~~' PREPARED BY: Christoph Korn SUBJECT: Claim: California Wine Transport, Claimant; Claim No. 99-003 RECOMMENDED ACTION: Reject claim. REPORT SUMMARY: The above referenced claim is attached. California Wine Transport submitted a claim asserting that a 25-foot commercial trailer was damaged when it collided with a low-hanging branch on Pierce Road just past Vintage Lane. The claim presented is for the $1,890 charged to repair the damaged roof of the trailer. In regard to maintenance of street trees, the City's Municipal Code (City Ordinance No. 15- 50.040) gives the City responsibility for maintenance of trees "located within a commercial district and on arterial roads ...". In addition, the Municipal Code states that the owner of the property abutting the public right-of-way is responsible for the maintenance of street trees in all other areas of the City including Pierce Road. It is therefore ABAG's recommendation to reject the claim based on the above findings. The claimant has been provided with the name and address of the property owner responsible for the maintenance of the tree. FISCAL IMPACTS: N/A. CONSEQUENCES OF NOT FOLLOWING RECOMMENDED ACTION: The process to reject the claim will not be completed. ALTERNATIVE ACTION: The City Council could decide to not reject the claim. FOLLOW UP ACTION: Process rejection of claim and notify claimant. ADVERTISING, NOTICING AND PUBLIC CONTACT: N/A. ATTACHMENTS: A copy of the claim. City of Saratoga. CLAIM AGAINST (NAME OF CI'l~' OR TOWlN) 13777 Fruitvale Avenue, Saratoga CA 95070 Please return to: City/Town Clerk, (ad&eM) COMPLETE THE FOLLOWING, ADDING ADDITIONAL SHEETS AS NECESSARY: 1. CLAIMANT'S NAME (Print): 930 Mcl_aughlin Ave. 2. CLAIMANT'S ADDRESS: San ]ose, CA 95122 (Street or P.O. Box Number - City - State - Zip Code) 3. AMOUNT OF CLAIM $ {__..~.~0,~ ~'---- ~') HOME PHONE: (Attach Copies of bilb/estimates) IF AMOUNT CLAIMED IS MORE THAT $10,000 INDICATE WHERE JURISD1C'FION RESTS: Municipal Court Superior Cnurt ADDRESS TO WHICH NOTICES ARE TO BE SENT, IF DIFFERENT FROM LINES 1 AND 2 (PRINT): (Name) (Street or P.O. Box Number) (City - State - Zip Code LOCATION OF INCIDENT: ~ DESCRIBE THE INI OR ACCIDENT INCLUDING, YOUR REASON FOR BELIEVING THAT l k lo. · DESCRIBE ALL DAMAGES WHICH YOU BELIEVE YOU HAVE INCURRED AS RESULT OF THE INCIDENT: ' , NAMES(S) OF PUBLIC EMPLOYEE(S) CAUSING THE DAMAGES YOU ARE CLAIMING: Date Any person who, with intent to defraud, presents any false or fraudulent claim may be p,mi~hed by imprisonment or fine or both. Note: Claims must be filed within 180 days of incident. See Government Code Section 900 et seq. 11/91 ABAG PLAN Corp. - CMl-1 NOV 0 2 199.q il/17/1999 20:12 NORTHERN TRAILER PAGE JOB ESTIMATE Northern Trailer & Truck Body Repmr 21~4F O'Toole, SuiteF San Jose, California 9~131 Drive: November 16, 1999 Shop: (408) 43~74~ Fax: (408) 379-4627 Cmt Nnm~IAdd~; California Wine Transport Attention: John Snetsinger Phone: 408-993-1449 Fax: 408-993-0432 Job Descriotio. Repair 191~3 Fruehauf Trailer, California Ucense ~1VF,1633 as follows: Remove and Replace nine (9) damaged anti-snag roof bows Remove and Replace approximately 25-ft of roof rail fastening lip @ main top right ~de rail Remove and Replace approximately 15-inch X 2.5-foot of roof sheeting Materials: $ 526.56 Labor:. 1,32D.00 Sales Tax: 43.44 Total: $1,890.00 Entinmte By: Trim Lmubez't THIS EBTII%KT~ I8 ~AU~ATI(~ AND DO~S T SARATOGA CITY COUNCIL EXECUTIVE SUMMARY NO. MEETING DATE: May 17, 2000 ORIGINATING DEPT: Comm. Development AGENDA ITEM ~ CITY MANAGER: ~~~.~ ~~. PREPARED BY: City Attorney SUBJECT: Resolution Denying An Appeal From The Decision Of The Planning Commission; Applicant-Liu/Appellants-Kwong, Park, Sze; 14805 Masson Court; DR-97-061 RECOMMENDED ACTION: Approve the resolution denying the appeal from the decision of the Planning Commission concerning DR- 97-061 at14805 Masson Court. STAFF REPORT: The attached resolution memorializes the Council's decision at its meeting of April 19, 2000 to deny the referenced appeal. FISCAL IMPACTS: None. ADVERTISING, NOTICING AND PUBLIC CONTACT: Posting of Agenda; The hearing on April 19,2000 was the subject of mailed and published notice. FOLLOW UP ACTIONS: The City Clerk will notify the appellants and the applicant of the Council's final action. ATTACHMENTS: Resolution denying the appeal. RESOLUTION NO. 00- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SARATOGA DENYING AN APPEAL FROM THE DECISION OF THE PLANNING COMMISSION; APPLICANT-LIU/APPELLANTS-KWONG, PARK, SZE; 14805 MASSON COURT; DR-97-061 WHEREAS, the City of Saratoga received an application for Design Review approval for the construction of a new 6,500 square foot, two-story residence on a vacant 2.75 acre lot; and WHEREAS, on October 13, 1999 and December 8, 1999, the Planning Commission of the City of Saratoga held duly noticed public hearings on said application at which all interested parties were given a full opportunity to be heard and to present evidence and following the conclusion thereof, the Planning Commission voted to grant Design Review approval subject to various conditions; and WHEREAS, the decision of the Planning Commission was appealed to the City Council of the City of Saratoga by Mr. & Mrs. Joseph Park, Mr. & Mrs.'Robert Sze, and Mr. & Mrs. Jon Kwong; and WHEREAS, on February 2, 2000 the City Council conducted a duly noticed de novo public hearing on the appeal (which heating was continued to April 19, 2000) at which time any person interested in the matter was given the full opportunity to be heard and to present evidence; and WHEREAS, the City Council reviewed and considered the staff report, minutes of proceedings conducted by the Planning Commission relating to the application, and all written and oral evidence presented to the City Council in support of and in opposition to the appeal. NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Saratoga, as follows: A. After careful consideration of the site plan, architectural drawings, plans, and other exhibits submitted in connection with this matter, the appeal from the Planning Commission is denied and the action of the Planning Commission is affirmed as set forth below, based on the following findings: The height, elevations and placement on the site of the proposed residence, when considered with reference to: (i) the nature and location of residential structures on Page 1 of 7 Resolution 00- adjacent lots and within the neighbOrhoods; and (ii) community viewsheds will avoid unreasonable interference with views and privacy, in that the proposed residence meets minimum setback requirements and is located along a similar topographic line or lower than other residences in the neighborhood. The natural landscape will bepreserved insofar as practicable by design!ng structures to follow the natural contours of the site and minimizing tree and soil removal; grade changes will be minimized and will be in keeping with the general appearance of neighboring developed areas and undeveloped areas, in that no ordinance protected trees will be removed and grading will be limited to the amount necessary to accommodate the structure and landslide repair. The proposed residence in relation to structures on adjacent lots, and to the surrounding region, will minimize the perception of excessive bulk and will be integrated into the natural environment, in that the structure's design incorporate elements which articulate the elevations to minimize the perception of bulk and integrate the residence into the surrounding environment. The proposed residence will be compatible in terms of bulk and height with (i) existing residential structures on adjacent lots and those within the immediate neighborhood and within the same zoning district; and (ii) the natural environment; and shall not (i) unreasonably impair the light and air of adjacent properties nor (ii) unreasonably impair the ability of adjacent properties to utilize solar energy, in that the height, mass, and bulk of the residence are comparable to surrounding residences in the neighborhood. The proposed site development or grading plan incorporates current grading and erosion control standards used by the City. o The proposed residence will conform to each of the applicable design policies and techniques set forth in the Residential Design Handbook and as required by Section 15- 45.055. B. The Decision of the Planning Commission is modified and Design Review approval is granted subject to the following conditions: The development shall be located and constructed as shown on Exhibit "A", incorporated by reference. Prior to submittal for Building or Grading permits, the following shall be submitted to Planning Division staff in order to .issue a Zoning Clearance: a. Four (4) sets of complete construction plans incorporating this Resolution Page 2 of 7 Resolution 00- o as a separate plan page. Four (4) set of engineered grading and drainage plans reflecting the City Arborist's recommendations, also incorporating this Resolution as a separate plan page. Co The plans shall indicate that there will be no more than one wood burning fireplace in the main residence and the wood burning fireplace shall be equipped with a gas starter. No retaining wall shall have an exposed height that exceeds five feet. In addition, no fence or wall shall exceed six feet in height and no fence or wall located within any required front yard shall exceed three feet in' height. No structure shall be permitted in any easement. No ordinance size tree shall be removed without first obtaining a Tree Removal Permit. All requirements of the City Arborist's Report dated December 17, 1997 shall be met. This includes, but is not limited to: Prior to issuance of a Zoning Clearance the applicant shall submit to the City, in a form acceptable to the Community Development Director, security in an amount of $4,943 pursuant to the report and recommendation by the City Arborist to guarantee the maintenance and preservation of trees on the subject site. In addition, priOr to issuance of a Zoning Clearance the site and grading plans shall be revised to indicate the following: The Arborist Report shall be attached, as a separate plan page, to the plan set and all applicable measures noted on the site and grading plan. Five (5) fi. chain link tree protective fencing shown at as recommended by the Arborist with a note "to remain in place throughout construction." A note shall be included on the site plan stating that no construction equipment or private vehicles shall park or be stored within the dripline of any ordinance protected trees on the site. Page 3 of 7 Resolution 00- All fill soil on the east side'must be removed to the original grade by hand in any area within 15 feet of the trunk. No trenches or excavations even for utilities (gas, cable, phone, etc.) shall be installed within 25 feet of the trunk of the tree. The drainage system for the house shall be directed a minimum of 40 feet fi.om the other trees on this site. b. Prior to issuance of Building or Grading Permits: Tree protective fencing shall be installed and inspected by staff. The City Arborist shall schedule unannounced visits to the property to verify that all tree mitigation measures are being complied with. c. Prior to Final Occupancy approval: All recommended tree cabling and endweight removal shall be completed by an ISA certified arborist. ' The City Arborist shall inspect the site to verify compliance with tree protective measures. Upon a favorable site inspection by the Arborist and approval by the Community Development Director the bond shall be released. Any future landscaping or irrigation installed beneath the canopy of an ordinance protected oak tree shall comply with the "Planting Under Old Oaks" guidelines prepared by the City Arborist. No irrigation or associated trenching shall encroach into the driplines of any existing oak trees unless approved by the City Arborist. The Project Geotechnical Engineer, with input fi.om the Project Engineering Geologist, shall prepare a Landslide Mitigation Plan and Sections (1"= 20') to depict the extent of proposed grading, landslide to be removed, Subdrains, property lines and proposed improvements. The plan should include repair specifications, notes and details pertaining to earthwork, drainage and geogrid placement. The cross section should depict existing and proposed surface topography and excavation depths. One section should extend fi.om the building pad downslope along the axis of the active landslide, including and showing Page 4 of 7 Resolution 00- the lower landslide repair area (per Terratech drawings). A second section should be oriented roughly east-west across the landslide and portray Mass°n Court, proposed driveway, active landslide to be removed, and landslide on the adjacent property to the east. bo The mitigation plan should specify the appropriate geogrid slope gradient. Typically, geogfid should be designed to stand at its angle of installation (i.e., 1.5: IV), if not wrapped. The landslide Mitigation Plan and Sections shall be submitted to the City to be reviewed and approved by the City Engineer and City Geotechnical Consultant prior to issuance of a grading permit. The Project Engineering Geologist and Project Geotechnical Engineer shall review and approve all geotechnical aspects of the final foundation and grading plans (i.e., landslide mitigation, site drainage improvements and design parameters for foundations and retaining walls, etc.) to ensure that the consultants' recommendations have been prolSerly incorporated. go The Project Geotechnical Engineer should consider recommending crushed rock, which has more void space than Class 2 aggregate base, for the capillary break material. bo The results of the Plan reviews shall be summarized in letters by the geologic and geotechnical consultants and submitted to the City for review and approval by the City Engineer prior to issuance of a grading permit. 10. The Project Engineering Geologist and Project Geotechnical Engineer shall inspect, test (as needed), and approve all geotechnical aspects of the project construction. go These inspections should include, but not necessarily.be limited to: site surface and subsurface drainage improvements, and excavations for keyways, foundations (including pier holes for structures and shear pin wall) and retaining walls prior to the placement of fill, steel and concrete. The Project Engineering Geologist shall prepare a geologic map of the landslide excavation and confirm that landslide material has been removed. Information fi.om the excavation and pier holes shall be used to revise and update the engineering geologic map and cross sections. An engineering geologic map and cross sections of final, as- built-conditions shall be prepared to depict the depth and extent of grading activities, and geologic conditions (including removed landslide mass). Page 5 of 7 Resolution 00- 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. bo The results of these inspections and the as-built conditions of the project shall be described in letters, and as-built geologic map and cross sections, and submitted to the City Engineer for review prior to finalization of the grading permit. The owner (applicant) shall pay any outstanding fees associated with the City Geotechnical Consultant's review of the project prior to Zone Clearance. The owner (applicant) shall enter into an agreement holding the City of Saratoga hannless form any claims or liabilities caused by or arising out of soil of slope instability, slides, slope failure or other soil related an~or erosion related conditions. Early Warning Fire Alarm System shall be installed and maintained in accordance with the provisions of Article 16-60 City of Saratoga. Early Warning Fire Alarm System shall have documentation relative to the proposed installation and shall be submitted to the Fire District for approval. Automatic sprinklers shall be installed throughout the residence and garage. All driveways shall have a minimum 14 foot width plus 1 foot shoulders. All building and construction related activities shall adhere to New Development and Construction - Best Management Practices as adopted by the City for the purpose of preventing storm water pollution. Applicant agrees to hold the City harmless from all costs and expenses, including attorney's fees, incurred by the City or held to be the liability of the City in connection with the City's defense of its actions in any proceeding brought in any State or Federal court, challenging the City's action with respect to the applicant's project. Noncompliance with any of the conditions of this permit shall constitute a violation of the permit. Because it is impossible to estimate damages the City could incur due to the violation, liquidated damages of $250 shall be payable to this City per each day of the violation. Construction must be commenced within 24 months or approval will expire. All applicable requirements of the State, County, City and other Governmental entities must be met. Resolution 00: Page 6 of 7 The above and foregoing resolution was passed and adopted by the Saratoga City Council at a regular meeting held on the 17th day of May, 2000. AYES: NOES: ABSENT: ABSTAIN: Mayor ATTEST: City Clerk Page 7 of 7 Resolution 00- SARATOGA CITY COUNCIL EXECUTIVE SUMMARY NO. MEETING DATE: May 17, 2000 ORIGINATING DEPT: Comm. Development AGENDA ITEM 7~ PREPARED BY: City Attorney SUBJECT: Resolution Denying An Appeal From The Decision Of The Planning Commission; Applicant-Saunders/Apellant-Purvis; 20550 Lomita Avenue; DR-99-064 RECOMMENDED ACTION: Approve the resolution denying the appeal from the decision of the Planning Commission concerning DR- 99-064 at 20550 Lomita Avenue. STAFF REPORT: The attached resolution memorializes the Council's decision at its meeting of April 19, 2000 to deny the referenced appeal. FISCAL IMPACTS: None. ADVERTISING, NOTICING AND PUBLIC CONTACT: Posting of Agenda; The hearing on April 19,2000 was the subject of mailed and published notice. FOLLOW UP ACTIONS: The City Clerk will notify the appellant and the applicant of the Council's final action. ATTACHMENTS: Resolution denying the appeal. RESOLUTION NO. 00- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SARATOGA DENYING AN APPEAL FROM THE DECISION OF THE PLANNING COMMISSION; APPLICANT-SAUNDERS/APPELLANT-PURVIS; 20550 LOMITA AVENUE; DR-99-064 WHEREAS, the City of Saratoga received an application for Design Review approval for the construction ora new 4,258 square foot, two-story residence on a 20,047 net square foot lot; and WHEREAS, on March 8, 2000, the Planning Commission of the City of Saratoga held a dUly noticed public hearing on said application at which all interested parties were given a full opportunity to be heard and to present evidence and following the conclusion thereof, the Planning Commission voted to grant Design Review approval subject to' various conditions; and WHEREAS, the decision of the Planning Commission was appealed to the City Council of the City of Saratoga by Mr. John H. Purvis; and WHEREAS, on April 19, 2000 the City Council conducted a duly noticed de novo public hearing on the appeal at which time any person interested in the matter was given the full opportunity to be heard and to present evidence; and WHEREAS, the City Council reviewed and considered the staff report, minutes of proceedings conducted by the Planning Commission relating to the application, and all written and oral evidence presented to the City Council in support of and in opposition to the appeal. NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Saratoga, as follows: mo After careful consideration of the site plan, architectural drawings, plans, and other exhibits submitted in connection with this matter, the appeal from the Planning Commission is denied and the action of the Planning Commission is affirmed, based on the following findings: 1. The height, elevations and placement on the site of the proposed residence, when considered with reference to: (i) the nature and location of residential structures on adjacent lots and within the neighborhoods; and (ii) community viewsheds will avoid unreasonable interference with views and privacy, in that Page 1 of 6 Resolution 00- the proposed residence meets minimum setback requirements and is similar in height to other residences in the neighborhood. 2. The natural landscape will be preserved insofar as practicable by designing structures to follow the natural contours of the site and minimizing tree and soil removal; grade changes will be minimized and will be in keeping with the general appearance of neighboring developed areas and undeveloped areas, in that no ordinance protected trees will be removed and grading will be limited to the small amount necessary to accommodate the structure's foundation and driveway. 3. The proposed residence in relation to structures on adjacent lots, and to the surrounding region, will minimize the perception of excessive bulk and will be integrated into the natural environment, in that the structure's design incorporate elements which articulate the elevations to minimize the perception of bulk and integrate the residence into the surrounding environment. 4. The proposed residence will be compatible in terms of bulk and height with (i) existing residential structures on adjacent lots and those within the immediate neighborhood and within the same zoning district; and (ii) the natural environment; and shall not (i) unreasonably impair the light and air of adjacent properties nor (ii) unreasonably impair the ability of adjacent properties to utilize solar energy, in that the height, mass, and bulk of the residence are comparable to surrounding residences in the neighborhood. 5. The proposed site development or grading plan incorporates current grading and erosion control standards used by the City. 6. The proposed residence will conform to each of the applicable design policies and techniques set forth in the Residential Design Handbook and as required by Section 15-45.055. The Decision of the Planning commission set forth in Planning Commission Resolution DR- 99-064 is affirmed and Design Review approval is granted subject to the following conditions: 1. The development shall be located and constructed as shown on Exhibit "A", incorporated by reference. 2. Prior to submittal for Building or Grading permits, the following shall be submitted to Planning Division staff in order to issue a Zoning Clearance: Page 2 of 6 Resolution 00- a. Four (4) sets of complete construction plans incorporating this Resolution as a separate plan page. b. Four (4) set of engineered grading and drainage plans reflecting the City Arborist's recommendations, also incorporating this Resolution as a separate plan page. c. The plans shall indicate that there will be no more ihan one wood burning fireplace in the main residence and the wood burning fireplace shall be equipped with a gas starter. d. The site plan shall be revised to indicated that replacement trees for the Black Acacia, recommended for removal by the Arborist, will be planted in the same location so as to provide screening of the second story for the side neighbor. 3. No retaining wall shall have an exposed height that exceeds five feet. In addition, no fence or wall shall exceed six feet in height and no fence or wall located within any required front yard shall exceed three feet in height. 4. No structure shall be permitted in any easement. 5. No ordinance size tree shall be removed without first obtaining a Tree Removal Permit, other than the Black Acacia labeled tree #4. 6. The applicants or their contractor shall provide advance notice in writing to the adjacent neighbors indicating when each phase of construction will begin and when it is anticipated to end (i.e. installation of tree protective fencing, demolition, grading, construction etc.). 7. The applicant shall provide Planning Staff with the name and phone number of the project manager or contact person in the event that concerns arise during the construction process. 8. All requirements of the City Arborist's Report dated January 26, 2000 shall be'met. This includes, but is not limited to: a. Prior to issuance of a Zoning Clearance the applicant shall submit to the City, in a form acceptable to the Community Development Director, security in an amount of $15,933 pursuant to the report and recommendation by Resolution 00- Page 3 of 6 the City Arborist and Planning staff to guarantee the maintenance and preservation of trees on the subject.site. In addition, prior to issuance of a Zoning Clearance the site and grading plans shall be revised to indicate the following: i. The Arborist Report shall be attached, as a separate plan page, to the plan set and all applicable measures noted on the site and grading plan. ii. Five (5) ft. chain link tree protective fencing as shown on · the Arborist's map, with a note "to remain in place throughout construction." iii. A note shall be included on the site plan stating that no construction equipment or private vehicles shall park or be stored within the dripline of any ordinance protected trees on the site. iv. All trenching for proposed irrigation and utilities shall be shown on the plans. b. Prior to issuance of Building or Grading Permits: staff. Tree protective fencing shall be installed and inspected by ii. The applicant's shall hire an ISA certified arborist to perform an analysis of the healthy wood to decayed wood at each significant cavity site on the main scaffolding structure of tree//3. The results and recommendations of this analysis must be reviewed and approved by the City Arborist and performed prior to the issuance of permits. The City Arborist shall meet the applicants arborist for an on site consultation prior to the commencement of work. iii. No trenching for irrigation or other purpose shall be permitted beneath the canopies of any protected trees. iv. be followed. All other recommendations of the City Arborist report must c. Prior to Final Occupancy approval: i. The City Arborist shall inspect the site to verify compliance Page 4 of 6 Resolution 00- with tree protective measures. Upon a favorable site inspection by the Arborist and approval by the Community Development Director the bond shall be released. Any future landscaping or irrigation installed beneath the canopy of an ordinance protected oak tree shall comply with the "Planting Under Old Oaks" guidelines prepared by the City Arborist. No irrigation or associated trenching shall encroach into the driplines of any existing oak trees unless approved by the City Arborist. 10. Early Warning Fire Alarm System shall be installed and maintained in accordance with the provisions of Article 16-60 City of Saratoga. 11. Early Warning Fire Alarm System shall have documentation relative to the proposed installation and shall be submitted to the Fire District for approval. 12. Automatic sprinklers shall be installed throughout the residence and garage. . 13. All driveways shall have a minimum 14 fi. width plus 1 fi. shoulders. 14. All driveway curves shall have an inside radius of 21 feet. 15. A mm around shall be provided per the Fire District's standards with a minimum outside radius of 33 feet. 16. Parking shall be provided on site for two emergency vehicles per the Fire District's standards. 17. The applicant must obtain an encroachment permit from th~ Public Works Department for construction of the new driveway approach. 18. All building and construction related.activities shall adhere to New Development and Construction - Best Management Practices as adopted by the City for the Purpose of preventing storm water pollution. 19. Applicant agrees to hold the City harmless from all costs and expenses, including attorney's fees, incurred by the City or held to be the liability of the City in connection with the City's defense of its actions in any proceeding brought in any State or Federal court, challenging the City's action with respect to the applicant's project. 20. Noncompliance withany of the conditions of this permit shall constitute a violation of the permit. Because it is impossible to estimate damages the City could incur due to the Page 5 of 6 Resolution 00- 21. 22. violation, liquidated damages of $250 shall be payable to this City per each day of the violation. Construction must be commenced within 24 months or approval will expire. All applicable requirements of the State, County, City and other Governmental entities must be met. The above and foregOing resolution was passed and adopted by the Saratoga City Council at a regular meeting held on the 17th day of May, 2000. AYES: NOES: ABSENT: ABSTAIN: ATTEST: Mayor City Clerk Page 6 of 6 Resolution 00- SARATOGA CITY COUNCIL EXECUTIVE SUMMARY NO.: MEETING DATE: ORIGINATING DEPT: May 17, 2000 Community Development AGENDA ITEM: CITY MANAGER: PREPARED BY: James Walgren, Director SUBJECT: Planning Commission Actions, May 10, 2000 RECOMMENDED ACTION(S): Note and file. REPORT SUMMARY: Attached are the Planning Commission action minutes of May 10, 2000. FISCAL IMPACTS: N/A CONSEQUENCES OF NOT FOLLOWING RECOMMENDED ACTION(S): N/A ALTERNATIVE ACTION(S): N/A FOLLOW-UP ACTION(S): N/A ADVERTISINGs NOTICING AND PUBLIC CONTACT: N/A ATTACHMENTS: Action minutes. CITY OF SARATOGA PLANNING COMMISSION ACTION MINUTES DATE: PLACE: TYPE: Wednesday, May 10, 2000 - 7:30 p.m. Council Chambers/Civic Theater, 13777 Fruitvale Avenue, Saratoga, CA Regular Meeting ROLL CALL PRESENr[: ABSENT: STAFF: Commissioners Barry, Jackman, Kqrasch, Page, Patrick, Roupe and Chair Bernald. None Director Walgren and Minutes Clerk Swanson APPOINTMENT OF NEW PLANNING COMMISSION CHAIR AND VICE-CHAIR PLEDGE OF ALLEGIANCE MINUTES - April 26, 2000 ORAL COMMUNICATIONS REPORT OF POSTING AGENDA Pursuant to Government Code 54954.2, the agenda for this meeting was properly posted on May 5, 2000. TECHNICAL CORRECTIONS TO PACKET CONSENT CALENDAR PUBLIC HEARINGS If you challenge a decision of the Planning Commission pursuant to a public hearing in court, you may be limited to raising only those issues you or someone else raised at the public hearing(s) described in this agenda, or in written correspondence delivered to the Saratoga Planning Commission at, or prior to, the public hearing. DR-99-010 8z V-99-005 (517-14-078) - TAORMINA, 15500 Quickert Road; Request for Design Review and Variance approval to construct a new 6,268 square foot two-story residence. Variance approval is required to allow a retaining wall to exceed five feet in height. The property is 3.1 acres .(net) and is located within a Hillside Residential zoning district. (CONTINUED FROM 4/12/00) CONTINUED 7-0 TO 6/14/00 STUDY SESSION. PLANNING COMMISSION ACTION MINUTES MAY 10, 2000 PAGE2 UP-00-O02 (397-18-038) - SCUDELLARI, 14855 Baranga Lane; Request for Use Permit approval for the construction of a 306 square foot cabana within the rear yard setback area. The height of the cabana will be 13 feet, 10 inches. The 1.6-acre site is devdoped with a single family residence and is located ~vithin an R-l-40, 000-zoning district. APPROVED 7-0. DR-00-008 (397-35-015) - SINGH, 19306 Pinnacle Court; Request for Design Review approval for the demolition of the existing 4,660 square foot, two-story residence and the construction of a new 5,438 square foot, two-story residence. The site is 40,009 square feet and is located within an R-l-40, 000-zoning district. APPROVED 7-0. SD-99-004 8r V-99-008 (397-04-060) -JEAN, 14906 Sobey Road; Application for Subdivision approval to split an existing 2.3-acre parcel into two parcels. An application for Variance approval is also requested to allow the existing residence to maintain an existing non- conforming setback and to allow the existing second unit to maintain its current location, which intrudes into the newly-created front yard setback. Adoption of an Environmental Negative Declaration is also requested, pursuant to the requirements of the California Environmental Quality Act. The parcd is located within an R-l-40, 000-zoning district. APPROVED 7-0. SD-99-006 (389-06-002) - STURLA, Saratoga Creek Drive; Application for Subdivision approval to split an existing 1.3-acre parcel into two parcels. The parcel is located within a Professional-Administrative Offices Zoning district. APPROVED 7-0. DR-98-044 (503-13-021) - CHIU, 21777 Mt. Eden Road; Request for Design Review approval to demolish an existing 2,488 square foot, single story residence, and construct a 6,720 square foot, single story residence with a maximum height of 23 feet. The project was originally heard at the November 10, 1999 Planning Commission hearing and continued to a date uncertain for design revisions. The site is located on a 2.7 (net) acre parcel within a Hillside Residential zoning district. APPROVED 7-0. DIRECTOR ITEMS - Summary materials from Planning Commission's March 10, 2000 retreat - Request for a May 24, 2000 study meeting PLANNING COMMISSION ACTION MINUTES MAY 10, 2000 PAGE 3 COMMISSION ITEMS - Request for Temporary Use Permit approval SAN JOSE SYMPHONY, 15163 Alondra Lane REQUEST APPROVED 7-0. COMMUNICATIONS WRITTEN - Notice for Planning Commission study meeting of May 16, 2000 - Notices for regular Planning Commission meeting of May 24, 2000 Correspondence to Community Development Director, Planning Commissioners and staff from Cynthia Barry concerning property at 14471 Springer Avenue ADJOURNMENT AT 11:30 P.M. TO NEXT MEETING - Wednesday, May 24, 2000, Council Chambers/Civic Theater 13777 Fruitvale Avenue, Saratoga, CA SARATOGA CITY COUNCIL EXECUTIVE SUMMARY NO. MEETING DATE: May 17, 2000 ORIGINATING DEPT: Administrative Services AGENDA ITEM CITY MANAGER: ~'~.~ (~.~')q~ '~ DEPT. HEAD.' ,~, ~] SUBJECT: Library Expansion Project RECOMMENDED ACTION(S): Approve the Request for Proposals for architectural design services for the Saratoga Community Library renovation and expansion project; approve the charge of the Library Expansion Committee and the Citizens Oversight Committee for Measure N; authorize the City Clerk to advertise for applicants for the Citizens Oversight Committee for Measure N. REPORT SUMMARY: Librarv Expansion Committee The Library Expansion Committee was established by the City Council on April 25, 2000, to advise the City Council on issues related to the renovation and expansion of the Saratoga Community Library. The Committee will be the primary advisory body to the City Council during the development and construction of this project. Attached for the City Council's approval is the Committee's draft of what is perceived to be its charge. Request for Proposals One of the first critical actions taken by the Library Expansion Committee was to draft a Request for Proposal (RFP) for architectural design services for the Saratoga Community Library renovation and expansion project. The Committee met on May 2 and May 9 to develop the RFP. It is recommended that the City Council review and approve the attached RFP. Once approved, the Committee will solicit proposals from qualified architectural firms in the area. Responses to the RFP are due June 22, with interviews of the finalists scheduled for July 18, and final selection by the City Council on August 2. Citizens Oversight Committee Measure N calls for a Citizens Oversight Committee to be established. The purpose of this Committee is to validate to the community and to the City Council that library bond monies are expended in accordance with the bond language approved by the voters. By monitoring all phases of the project, the Committee will ensure the appropriate expenditure of funds, the highest possible level of efficiency, and the maintenance of building schedules and projected budgets. It is recommended that the Committee consist of five members from the Saratoga community who have no affiliation with the City Council, it's Commissions, or staff. Attached to this staff report is the Library Expansion Committee's draft of the charge of the Citizens Oversight Committee for Measure N. To fill the five-member Committee, staff will begin the recruitment process by advertising in the Saratoga News for two weeks, with the goal of appointing citizens to the Committee no later than July 19. The first official action of the Citizens Oversight Committee will be on July 26 when it will review and approve the Library Expansion Committee's recommendations for the architectural firm and project management firm before being presented to the City Council. The recruitment timeline proposed above allows for ample time to fill the positions. FISCAL IMPACTS: No immediate fiscal impacts. The RFP requires the architect to provide a cost for their services. Previous to the Library bond being sold, the General Fund will carry the cost for architectural services, and will be reimbursed from the Library bond proceeds once the bond is sold. CONSEQUENCES OF NOT FOLLOWING RECOMMENDED ACTION(S): Critical deadlines for the completion of this project may be delayed. ALTERNATIVE ACTION(S): Direct staff to return at the June 3 City Council meeting with a revised RFP, or revised Charges for the Library Expansion Committee or the Citizens Oversight Committee. FOLLOW UP ACTION(S): Staff to the Library Expansion Committee to distribute the RFP to architectural design firms. The City Clerk to advertise for applicants for the Citizens Oversight Committee. ADVERTISING, NOTICING AND PUBLIC CONTACT: Nothing additional. ATTACHMENTS: Attachment A: Attachment B: Attachment C: Attachment D: Request for Proposals for Architectural Design Services Project Timeline Charge of the Library Expansion Committee Charge of the Citizens Oversight Committee for Measure N CITY OF SARATOGA Request Proposals For Architectural Design Services For Saratoga Community Library Renovation & Expansion Project MAY 2000 ATTACHMENT A CITY OF SARATOGA REQUEST FOR PROPOSALS ARCHITECTURAL SERVICES FOR A NEW LIBRARY EXPANSION PROJECT MAY2000 Introduction The City of Saratoga is soliciting Proposals and Statements of Qualifications from Architects for design and professional services .related to programming, planning, design and construction requirements for the expansion and renovation of the existing public library. Background' The Saratoga Community Library is a branch of the Santa Clara County Library. The building is owned by the City of Saratoga, and library services are provided through the County system. The existing 'facility opened in early 1978, is 18,000 square feet, and serves Saratoga, Monte Sereno and a portion of the unincorporated area surrounding the city. The service area population for the library has grown slightly in the past ten years to approximately 37,700. Saratoga's population is ethnically and demographically diverse, and makes heavy use of the library. The Library is located in a Heritage Orchard, and was designed to resemble a drying shed. Saratogans love the look of the current building and want the addition to adhere to the existing design. The library is inadequate to its current use and technology requirements. The building was designed to house 100,000 volumes, and now holds over 182,000. Check-outs have reached over 80,000 volumes per month which represents about 46% of the collection. On March 7, 2000 the Saratoga voters approved a $15 million bond measure to renovate and expand the current facility. No environmental, site layout and development or architectural plans have been developed for the project. Assistant to City Manager; 1 of 7 O:\Alex\Library Expansion\Library Expansion RFP draft.doc CITY OF SARATOGA REQUEST FOR PROPOSALS ARCHITECTURAL SERVICES FOR A NEW LIBRARY EXPANSION PROJECT MAY 2000 Library Awareness Program Findings significant public input was generated through a Library Awareness Program sponsored by the Friends of the Saratoga Libraries. The complete findings of that effort are included in the Library Building Program. Below are some of the major community desires for this library. More space for books and other materials throughout the collection Space for children's programs within the Children's Room · Improved lighting and acoustics · More seating · Reading lounge areas · A group study room · A quiet study room · A drive-through book drop · Cutting edge technology capability · Technical Training Center · Community Room Project Description The City of Saratoga wishes to build an addition to the current 18,000 square foot library located on the corner of Fruirvale and Saratoga Avenues. Additionally, a complete renovation of the current space is required with improved wiring, lighting, acoustics and sight lines. The design must be functional and efficient, while maintaining the same look and ambiance as the existing facility. · The expansion should be targeted for 28,000 to 31,000 additional square feet making a total of 46,000 to 49,000 square feet. · The exterior building should maintain the same "drying shed. set in an orchard" look and feel like the current building. · The public space should incorporate natural light, improved lighting system and acoustics while maintaining the interior ambiance of the current space. · Views from the interior should take full advantage of the library's location in an orchard. · There must be as little impact on the orchard as possible. · The project must produce an efficient, functional building that requires minimal cost of operation. Axsistant to City Manager; 2 of 7 O:\.4dex\Library Expansion\Library Expansion RFP draft.doc CITY OF SARATOGA REQUEST FOR PROPOSALS ARCHITECTURAL SERVICES FOR A NEW LIBRARY EXPANSION PROJECT MAY 2000 Scope of Work Architect is to provide professional services related to the planning, design and construction of this project in accordance with all applicable codes and ordinances and to comply with appropriate standards of the industry. A description of the services or tasks required of the architect is as follows: 1. Investigate and prepare alternative conceptual plans for the Library expansion and renovation project. 2. Present the conceptual plans to the Library Expansion Committee, City Council and citizens during separate meetings coordinated by City staff. 3. Develop separate cost estimates for the schematic design, design development, and construction documents. 4. Prepare a model showing massing and roof relationships between new and existing buildings. 5. Prepare a preliminary plan reflecting input received from the Library Expansion Committee, residents and City and County staff. 6. Present the preliminary plan, after approval, at a public meeting held by the Library Expansion Committee. 7. Present the preliminary plan recommended by the Library Expansion Committee to the City Council for approval. 8. Prepare the final project plans, construction plans, specifications, and bid documents to define a project that will meet the established budget and code and ordinances. 9. Provide all site work and utility work necessary for a finished project. 10. Provide information and assistance during the construction bidding phase, to answer questions from bidders, to assist the City in obtaining qualified bidders, to prepare addenda when necessary, to obtain bids within the approved cost estimate, to assist the City in evaluating bids received, and to provide written recommendation for the award of the construction contract. 11. Provide construction administration services to the City in monitoring the contractor's execution of work for conformance with design intent, contract requirements, schedule and cost. 12. Respond to post-occupancy assessment with any necessary revisions or modifications. 13. Provide landscape plan consistent with and complementary to the surrounding Heritage Orchard. 14. Architectural fees and estimated construction cost of the design. 15. The City suggests that consultants include, but not be limited to, the following: Library lighting consultant Acoustical consultant Interior designer Electronic communications consultant Landscape architect Soils investigation by a licensed geotechnical engineer Contour survey by licensed civil engineer Cost estimating consultant 16. The Library Design consultant will be under a separate contract with the City. 17. The City will contract with a p~oject management and construction management firm to act as its agent throughout the project. 18. An environmental consultant will be under separate contract with the City to address CEQA. Assistant to City Manager; 3 of 7 O:\.Mex\Library Expansion\Library Expansion RFP draft.doc CITY OF SARATOGA REQUEST FOR PROPOSALS ARCHITECTURAL SERVICES FOR A NEW LIBRARY EXPANSION PROJECT MAY 2000 Selection Criteria 1. Ability in soliciting and managing public input. 2. Commitment to listening and responding to client concerns and needs. 3. Experience with pubic library buildings of similar complexity and scale. 4. Record of building designs which provide both functional excellence and visual appeal. 5. .History of effective schedule and budget management for buildings of similar scale and budget. 6. Understanding of public library service. 7. References from previous projects. 8. Understanding of project requirements, including potential challenges and opportunities. 9. Content, thoroughness and overall quality of the proposal, particularly in illuminating the architect's Understanding of the task and scope of work. 10. Technical approach including how the architect will conduct the work required. 11. Ability to complete project in a timely manner as related to the current work-load of the firm. 12. Ability to provide written guarantee or assurances that the proposed team will be assigned to the project. 13. Architectural fees and estimated cost of services. 14. Ability to work collaborafively with a project management firm. .Selection Process Proposals will be evaluated by the Library Expansion Committee which is composed of representatives from the City of Saratoga staff, the City Council, the Santa Clara County Library, the Friends of the Library, the Library, Planning, Public Safety, and Heritage Preservation Commissions, and the community. A short- list of selected candidates will be invited to interview with the Library Expansion Committee. The fee structure for the selected architect's proposal will be reviewed by the Citizens Oversight Committee prior to recommendation to the City Council. The Library Expansion Committee will make a recommendation to the City Council based on the proposal, interview, references and Citizens Oversight Committee approval. Cost and Method of Payment Cost and method of payment will be negotiated with the selected candidate. The City of Saratoga will make payments upon completed milestones to be negotiated with the successful candidate. Assistant to City Manager; 4 of 7 O:\Alex\Library Expansion\Library Expansion RFP draft.doc CITY OF SARATOGA REQUEST FOR PROPOSALS ARCHITECTURAL SERVICES FOR A NEW LIBRARY EXPANSION PROJECT MAY 2000 Tentative Schedule for Proposal Process May 19 May 30 June 22 June 23 -July July 18 . August 2 August 18 Request for Proposal Issued Pre-bid Conference (see page 7'for more information) Proposals due Review of proposals Library Expansion Committee interviews selected architects Firm selected and notified City of Saratoga issues contract and work is initiated Proposal Instructions and Format Architects interested in provi~ng these services to the City of Saratoga should prepare a proposal of no more than 20 pages that includes: Cover Letter. Firm name, address, phone number and contact person regarding the proposal should be dear. In addition, please provide a brief fm-n history including the architect's current permanent staff size and how that staff's size has changed in the past five years. Finn Qualifications. Areas of expertise of permanent staff and the scope of services that can be provided by the firm without the services of an outside architect under the architect's direction. List relevant experience, including description and photograph or rendering of each project, role of each professional for that project, scope of responsibility, and the date completed. Key Personnel. Proposed project management structure, including the project manager and individuals who will be assigned to the project and sub-contractors (if any). There can be no change of key personnel once the proposal is submitted without the prior approval of the City. Consultants. Name consultants selected to assist with the project. Include firm qualifications and key personnel for any subcontractors. Project Workplan. A description of project understanding, detailed project approach, and methodology. List specific tasks and any specific considerations or options. Identify particular challenges or opportunities associated with this project. Project Schedule. A timeline for completion of the project including start date, milestones and project completion date; assume architectural work will begin in August 2000. References. At least 5 recent (within the last 3 years) client references for whom the architect has performed relevant work. References should include name, tide, organization or agency name, phone number, address and a brief description of the project. Also at least 3 (three) recent contractor references with ~whom the architect worked on relevant projects. Assistant to City Manager: 5 of 7 O:\Alex\Library Expansion\Libraor Expansion RFP draft.doc CITY OF SARATOGA REQUEST FOR PROPOSALS ARCHITECTURAL SERVICES FOR A NEW LIBRARY EXPANSION PROJECT MAY 2000 H. Work Samples. Finalists will be asked to provide conceptual drawings of the proposed Saratoga Community Library. I. Fees and Costs. Architectural fees and projected total cost of the project. Pre-Bid Conference In order to answer questions and collect feedback, an opportunity to meet in advance of the proposal deadline has been arranged. There will be a short introductory presentation and tours of both the inside and outside of the current library facility. Attendance is mandatory. 'xyvrhere: ~/'no: May 30 at 10:00 am The Saratoga Community Library, Community Room, 13650 Saratoga Avenue Open to all interested in submitting proposals; City and Library staff involVed in the project will be on hand. Deadline for Proposals Questions about this RFP and the project should be brought to the Pre-Bid Conference for discussion. Questions after that date or about the proposal process can be directed to Mary Jo Walker, Director of Administrative Services, at (408) 868-1212 or via email at MJWalker~saratoga.ca.us Fifteen (15) copies of the proposal should be submitted by 4 p.m. on June 22, 2000, to: Mary Jo Walker Administrative Services Department City of Saratoga 13777 Fmitvale Avenue Saratoga, CA 95070 Proposals arriving late or as a fax transmission are unacceptable and will not be considered. .~ssistant to City Manager: 6 of 7 O:\Alex~Library Expansion\Library Expansion RFP draft.doc CITY OF SARATOGA REQUEST FOR PROPOSALS ARCHITECTURAL SERVICES FOR A NEW LIBRARY EXPANSION PROJECT MAY 2000 General Terms and Conditions 1. The City reserves the fight to reject any and all proposals. o The City reserves the fight to modify the scope of the project at any time based on the best interests of the City and the Library. All documents, drawings and findings (regardless of format) that are associated with this study shall be the property of the City of Saratoga. 4. Proposals shall remain effective for 90 days beyond the submitted date. Architect agreement will be the City's standard Consulting Service Agreement (see attached). Architect's attention is directed to the liability indemnification requirements contained in the attached standard form City Consulting Service Agreement. 6. Consultants shall be subject to approval by the City. Assistant to City Manager; 7 of 7 O:\Alex\Library Expansion\Library Expansion RFP draft.doc April 25, 2000 May 2 May 9 May 17 May 19 May 30 June 7 June 8 June 22 June 28 June 23-July 11 July 13 July 18 July 26 Aug 2 Aug 3-Aug 18 Dec 1 Dec 20, May 9, 2001 May 18 June 6 June 7-June 9 July 7 July 10-July14 July 17 July 18 July 23 August 4 Saratoga Community Library Expansion Project Timeline May 11, 2000 City Council approves Library Expansion Committee Library Expansion Committee meets Library Expansion Committee meets - final revisions to RFP City Council approves RFP for architect City Council approves advertising for Citizens Oversight Committee City to send RFP to architects and journals Pre-bid Conference for interested architects City Council approves RFP for project manager City to send RFP to project management firms and journals Deadline for architect RFPs Deadline for project manager RFPs Expansion Committee meets to review architect proposals and project management proposals Project Manager Interviews Architect Interviews Citizens Oversight Committee to review Architect and project management recommendation City Council to select architectural and project management firm City negotiates with Architect and project manager-Signs contract Preliminary Architectural Drawings due City Council approves Preliminary Architectural Drawings City Council selects Construction Project Manager Construction Documents due from architect City Council approves Construction documents Advertise for Construction Bids Construction Bids. due Review Construction Bids Construction Firm interviews and negotiations City Council approves Construction Firm Construction contract let Ground Breaking Ceremony ATTACHMENT B CITY OF SARATOGA LIBRARY EXPANSION COMMITTEE The Library Expansion Committee (the Con~ittee)-was established by the City Council in April 2000 to advise the City Council on issues related to the renovation and expansion of the Saratoga Community Library. The Committee consists of City of Saratoga staff, a City Council Member, Santa Clara County Library staff, representatives from the Friends of the Library, representatives from the Library, Planning, Public Safety, and Heritage Preservation Commissions, and three community representatives. The Committee was established shortly after the citizens of Saratoga approved the renovation and expansion of the Library, and will continue until the Library construction is completed. The Committee will be the primary advisory body to the City Council during the development and construction of this project, and will report to the City Council on a regular basis as to the progress and status of the Library constructiOn. The Committee is charged with the following responsibilities: · Publish timely informational bulletins to the public on the expansion progress. · Develop the Requests for Proposal (RFP) for architectural services and project management services. · Review responses to the RFP, and make a recommendation to the City Council on the selection of the architect and project manager. · Advise the architect during the development of the architectural drawings. · Assist the City Council in receiving community input on the architectural design. · Develop the RFP for construction management services, including the criteria and process for selection. · Review proposals to the RFP, and make a recommendation to the City Council on the selection of the construction manager. · Review construction bids, and make a recommendation to the City Council. · Participate in the ground-breaking ceremony. · Monitor construction and report to the City Council on the status of the construction phase of the project. · Develop a process as the project nears completion, to ensure that all construction details are completed to the satisfaction of City. · Participate in the opening ceremony. · Conduct a final review one year after opening to confirm to the City Council that the project meets the Ci~'s needs, as specified in the Library Building Program. O.'lAlexLLibrary Expansionlcharge. doc ATTACHMENT C s/i o/oo The Citizens Oversight Committee is charged with ensuring that Measure N funds are used in accordance with the intention Of the voters. By monitoring all phases of the project, the Committee will ensure the appropriate expenditure of funds, the highest possible level of efficiency, and the maintenance of building sChedules and projected budgets, so that the Saratoga Community Library is fully renovated and expanded to better serve the needs of the community. The Committee will validate to the Community and to the City Council that library bond monies are expended as stated in the bond language approved by the voters on March 7, 2000. The Committee shall consist of five members from the Saratoga community. They shall have no affiliation with the Saratoga City Council, it's Commissions, or staff. Every effort shall be made to have a Committee with a diverse range in age and culture to reflect the make-up of our community. Knowledge of building construction and financial aptitude would be beneficial to the committee. The Committee will have City staff support and a liaison from the Library Expansion Committee. The Committee shall meet monthly once the project is begun. Prior to that, they shall meet as deemed necessary by the City Manager. Measure N read as follows: "To improve, renovate, and expand the Saratoga Community Library in its current location by providing space for more books; ensuring modem earthquake standards; improving access to fire exits; updating electrical wiring for computers; providing adequate seating; updating inadequate lighting; and providing additional space for children's reading areas, shall the City issue $15 million in bonds at the lowest interest rates possible with guaranteed annual audits, a Citizens Oversight Committee, and no money for administrator's salaries?" 05/ 0/2000 ATTACHMENT D