Standby Power System Equipment – Lift Stations
16233B-12
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
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g. Exciter time constant (Te).
h. Armature short circuit (Ta).
12. Short circuit ratio of the field current required for rated open circuit voltage to the field current required for rated short-circuit current.
13. Generator excitation voltage and excitation current at no load and full load.
14. Generator overtemperature protection: Per equipment manufacturer’s recommendations with corresponding shutdown alarm for generator overtemperature.
15. Generator center of gravity, stator weight, rotor weight, rotor balance, and overspeed capacity.
16. Generator torsional data model including the coupling and fan, generator rotor, and exciter end.
17. I2t or K (heating time constant).
18. Voltage and frequency variation and duration with load step application and removal of 25 percent, 50 percent, 75 percent, and 100 percent of resistive load based on maximum kW rating.
19. Generator efficiency at 25 percent, 50 percent, 75 percent, and 100 percent of load based on maximum kW rating.
20. Capability Curves:
a. Motor starting capability – percent voltage dip versus starting kVA. b. Current decrement curves for an instantaneous three-phase fault, instantaneous line-line fault, and instantaneous line-neutral fault. c. Open circuit curve – line-line voltage versus field current. d. Short circuit curve – armature current versus field current. e. Zero power factor curve – line-line voltage versus field current. f. Air gap curve – line-line voltage versus field current. g. Reactive capability curve operating chart – kW versus kVAR showing leading and lagging quadrants and engine limit line.
h. Short-time overload curve – percent rated armature current versus time for Class H insulation.
Standby Power System Equipment – Lift Stations
16233B-13
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
344
i. Certified published engine horsepower curves showing manufacturer's engine rating for generator set standby and prime power application.
21. Anti-condensation space heater kilowatt, voltage, and phase requirements for all anti-condensation space heaters supplied (e.g. generator space heater(s), battery system space heater(s), block heater(s), etc.).
R. Voltage Regulator: Manufacturer, model, and generator voltage regulating accuracy.
S. Generator equipment skid-mounted local controls/control panel:
1. 2.
Control panel dimensions, conduit entry details, and NEMA rating.
Generator monitoring and protection features.
3. 4.
5. 6.
7. Engine monitoring and protection features.
Control features.
Signal input/output (I/O) provisions.
Communications provisions.
Modbus register map.
T. Skid-mounted generator batteries and associated battery charger:
1. Include battery charger maximum power requirement, supply voltage and phase, and physical dimensions of batteries and charger proposed.
2. 3.
4. 5.
Batteries and accessories.
Battery rack.
Battery charger and accessories.
Spill containment systems.
U. Testing:
1. 2.
Manufacturer’s test procedures, checklists, and test forms.
Certified factory test reports for:
a. Engine-generator set.
b. Battery charger.
c. Engine-generator factory testing:
Standby Power System Equipment – Lift Stations
16233B-14
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
345
1) 0.8 pf generator set test report, tested at full load and no load. 2) Alternator test sheet.
3) Static, transient, and 8-hour load test report.
d. The corrective item punch list developed during factory testing with a point-by-point description of how each punch list comment was addressed.
3. Following complete installation of the supplied standby power system by Others, supplier’s field technician(s) shall provide the following on-site testing services to provide certified field test reports:
a. Alignment and end play.
b. Load tests with the supplied resistive load bank.
c. Vibration tests.
d. Engine backpressure test.
e. Integrated standby power system tests to confirm proper standby power system functional operation with lift station power distribution system.
V. Operation and Maintenance (O&M) Manuals: General format and configuration of O&M manuals shall comply with the following:
1. A minimum of four (4) weeks prior to delivery of each new standby system equipment to the project site, Supplier shall submit O&M manual information for review.
2. O&M manuals shall be submitted for review in electronic .pdf format. After District acceptance of O&M manuals, final O&M manuals shall be submitted in both electronic .pdf format along with four (4) hardcopy sets of manuals, provided in three-ring binders.
3. O&M manuals shall include the following minimum information:
a. Operating instructions and a maintenance manual presenting full details for care and maintenance of all equipment comprising the complete standby power system.
b. Detail the operational functions of all standby power system controls, indicators and alarms.
c. Include standard equipment operational manuals normally furnished by the manufacturer to supplement the customized operational instructions and information specific to this project’s scope of supply.
4. Maintenance Manual:
Standby Power System Equipment – Lift Stations
16233B-15
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
346
a. Instructions covering all details pertaining to care and maintenance of all supplied standby power system equipment as well as data identifying all parts.
b. These manuals shall include, but are not limited to, the following:
1) Adjustment and test instructions covering the steps involved in the initial test, adjustment, and start-up procedures.
2) Detailed control instructions, which outline the purpose and operation of every control device used in conjunction with operating the standby power system.
3) Complete set of “As Built” custom electrical and mechanical integration shop drawings in AutoCAD 2016 format.
4) Provide two (2) shop manuals to the District that are identical to the manuals used by manufacturer-authorized shop repair personnel. At minimum, provide shop manuals for the supplied engine, radiator, generator and engine-generator local controls/control panel.
W. Training plan and schedule: Include a minimum of two (2) on-site training sessions by supplier’s technical field personnel to occur on non-consecutive days. Each training session shall include the complete supplied standby power system equipment.
X. Automatic Transfer Switch Submittals: As specified in paragraph 2.13 herein.
1.07 QUALITY ASSURANCE
A. A single supplier shall provide all equipment and components which comprise the standby power system scope of supply specified herein.
B. Standby generator manufacturer shall have a minimum of 25 years of experience in the manufacture and production of 480V diesel engine-driven standby generator equipment with no less than ten (10) similar generator units that are in operation that have been installed within the last five (5) years.
C. Supplier shall have no less than ten (10) similar rated (i.e. 100 kW to 200 kW) generator units that are in operation that have been installed within the last five (5) years which include overall standby power system compliance with EPA and BAAQMD requirements.
D. Generator set shall be manufactured to the applicable specifications on file with UL and labeled with the UL 2200 mark.
E. To the maximum extent possible, all electrical components, devices, and accessories shall be listed or labeled by Underwriters Laboratories or other equivalent nationally recognized testing laboratory.
F. Seismically Qualified Equipment:
Standby Power System Equipment – Lift Stations
16233B-16
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
347
1. 2.
Provide certification that the diesel engine-driven generator is seismically qualified by an approved shake table testing report following the requirements in Section 13.2 of ASCE 7-16.
The skid-mounted battery rack shall be qualified for use in high seismic loading as defined in IEEE Std 693-2005 (i.e., “IEEE-693 High”), for in-service installation anchored in accordance with the supplier’s accepted seismic anchorage calculations.
1.08 DELIVERY, STORAGE AND HANDLING
A. Standby power system supplier shall be responsible for the transport and delivery of all system equipment and components to the following location:
Lift Station LS22
601 Catamaran St
Foster City, CA 94404
Lift Station LS29
909 E Hillsdale Boulevard
Foster City, CA 94404
District Contact Information:
Frank Schoening
Phone: (650) 286-3550
B. Delivery by the system equipment supplier shall include provisions which facilitate offloading the standby power equipment from the delivery truck to on-site location as specified herein. Supplier shall be responsible for coordinating all delivery scheduling, hoisting equipment recommendations and recommended personnel required at the delivery site for offloading of the standby power system equipment with the District as specified herein and as required.
C. Equipment shall not be shipped to the site until:
1. 2.
Certified factory test reports, including the corrective item punchlist developed during the factory demonstration test, have been approved by the District or The District inspector authorizes release for shipping at the factory demonstration test.
D. The Supplier shall schedule and coordinate off-loading of the standby power system equipment at each project site with the District for each delivery dates required to encompass complete delivery of all system equipment and components:
1. Lifting equipment required for offloading equipment at each project site shall be provided by Others based upon recommendations provided by the equipment supplier as specified herein.
Standby Power System Equipment – Lift Stations
16233B-17
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
348
2. 3.
Furnish all standby power system equipment with removable lifting and jacking angles, eyebolts, etc., attached to equipment structural framing and/or bases to facilitate unloading and move-in operations.
Include provisions on equipment skids for the use of "Multiton" type rollers for moving the equipment skid into position and then removal of the "Multiton" rollers for setting the equipment skid in place.
E. Ship equipment, material, and spare parts complete except where partial disassembly is required for transportation or for protection of components.
F. The Supplier shall protect and securely pack the equipment for the environmental conditions during transit to the jobsite.
G. Ship each packaged diesel-engine driven generator as complete as possible, with the latest revision of the bill of material. Minimize the number of components removed for shipping or sent loose for field reassembly.
1.09 PROJECT CONDITIONS
A. Ambient Temperature: -15 degrees Celsius to 50 degrees Celsius.
B. Relative Humidity: 0 to 95 percent.
C. Altitude: Sea level.
1.10 SEQUENCING
A. Complete factory prototype and factory production tests in accordance with NFPA 110 before shipping the equipment to the project site.
B. Supplier shall coordinate with the District for delivery date(s) for each specific date that a portion of the standby power system equipment is planned for delivery to the project site no less than eight (8) weeks prior to planned delivery date. Final delivery date(s) shall be mutually agreed upon between the supplier and the District before delivery date(s) are finalized.
1.11 WARRANTY
A. Provide minimum five (5) year system supplier’s warranty valid from date of final acceptance by the District. Final acceptance shall occur after final installation is completed by the District’s installation Contractor and the complete standby power system successfully passes an on-site acceptance test in accordance with NFPA 110, 7.13, operated in conjunction with each lift station power distribution system and control system. The supplier shall assume that Final Acceptance of the system shall occur within six (6) months after delivery of all standby power system equipment and components to each project site.
B. The warranty shall include all repair parts, labor, travel expenses of manufacturer’s technician to the installation site, and expendables (i.e., lubricating oils, filters, antifreeze and other service items made unusable by the defect).
C. Base the warranty on 500 hours of run time per year per site.
Standby Power System Equipment – Lift Stations
16233B-18
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
349
D. The warranty shall include a manufacturer-supplied, temporary, portable standby generator unit and associated temporary interconnection cabling to serve as a temporary standby generator unit should warranty period repairs require more than 48 hours to accomplish. Temporary generator rating shall match that for the supplied new standby generator equipment. Supplier shall be responsible for all costs including mobilization of the equipment to and from the project site and all labor and materials required to connect the temporary generator to the respective lift station power and control systems.
1.12 COMMISSIONING
A. The supplier shall provide on-site services of technical installation and start-up personnel that are certified by the specific equipment manufacturer for the installation, pre-startup inspection, initial start-up and commissioning of all new standby power system equipment and components.
B. The supplier shall provide written certification that each complete standby power system has been successfully commissioned and is ready to be placed into normal operation once all on-site commissioning tasks have been successfully completed and all corrective punchlist items have been addressed and resolved.
1.13 TRAINING
A. Each training session specified herein shall be organized as follows:
1. Introduction:
a. Single-line diagram overview to familiarize participants with the facility’s electrical distribution system.
b. P&ID drawing overview to familiarize participants with the fuel storage, supply, and return system.
2. Review of the O&M Manual:
a. Overview of each binder section in the O&M manual.
b. Key drawings that indicate power flow, overall switchgear arrangement, and switchgear control.
c. Include discussion of how and where to order renewal parts, procedures for initiating warranty work, and manufacturer contact information.
3. Classroom training topics:
a. Discussion of diesel engine-driven generator components and their functions.
b. Safety precautions.
c. Operation.
Standby Power System Equipment – Lift Stations
16233B-19
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
350
d. Inspection and maintenance.
e. Cleaning and lubrication.
f. Fluid recommendations.
g. Procedures for proper storage for the engine and the generator during periods when the engine-driven generator set is out of operation for extended periods.
h. Precautions for operation at partial load.
i. Troubleshooting guide, with specific trouble item, possible causes, and suggested corrective actions.
4. Hands-on exercises:
a. Visually identify engine-driven generator components and understand their functions.
b. Demonstrate engine control panel use, including manually starting the engine, menu navigation, fault acknowledgment, and emergency stop. c. Demonstrate battery charger control panel use, including menu navigation and fault acknowledgment.
d. Demonstrate how to change air, fuel, and oil filters. e. Demonstrate how to relieve pressure from fuel and oil lines prior to maintenance.
f. Demonstrate procedures for initial startup after a period of non-operation. g. Demonstrate each of the manufacturer’s recommended daily, weekly, every 300 service hours, every 6 months, and every year maintenance activities described in the O&M manual.
1.14 MAINTENANCE
A. Extra materials:
1. 2.
3. Box or package extra materials for long-term storage. Identify each item with manufacturer’s name, description and part number on the exterior of the package.
Provide specialty tools necessary for routine maintenance of the equipment.
Special tools are those that only the manufacturer provides, for special purposes, or to reach otherwise inaccessible parts.
Furnish the following extra materials:
a. Three sets of lube oil filters, fuel oil filters, and gaskets.
Standby Power System Equipment – Lift Stations
16233B-20
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
351
b. Two sets of air filters.
c. Two fuses (for each control and power circuit).
d. One set of crankcase breather filters, when used.
e. Generator manufacturer’s PC-based software for connection to the engine-mounted control panel.
PART 2
2.01 MANUFACTURERS
A. The following list of manufacturers is based on general capability of a single
PRODUCTS
supplier to manufacture and supply engine-generator equipment and components to provide an EPA and BAAQMD compliant standby power system as a customintegrated, complete system. This list makes no statement as to the capability of the listed manufacturers to meet the Contract Document requirements. The burden of proof of conformance with the Contract Documents lies with the Supplier. Each complete standby power system shall be supplied by one of the following:
1. 2.
3. Kohler.
Caterpillar.
Cummins.
2.02 ENGINE GENERATOR EQUIPMENT
A. Characteristics of assembled skid-mounted engine-generator unit provided:
1. 2.
3. Engine-driven generator consists of a diesel engine directly coupled to an electric generator providing electric power.
Each engine shall start, attain full speed, voltage, and assume full load within a maximum of 10 seconds, with jacket water at 85 degrees Fahrenheit.
Furnish each engine-driven generator on a steel sub-base to support engine, generator and accessories as a single unit:
a. Base: Welded construction.
b. Engine direct connected through a flexible coupling to a single bearing generator.
c. System free of injurious torsional and bending vibrations within a speed range from 10 percent below to 10 percent above synchronous speed.
Standby Power System Equipment – Lift Stations
16233B-21
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
352
d. Engine-driven generator balanced such that the peak-to-peak amplitude of vibration velocity in any direction does not exceed the engine or generator manufacturer's published limits.
e. If shims are required under the feet of the generator for alignment purposes, use 1-piece laminated shim stock that covers at least 90 percent of the foot.
f. Supply a complete assembled engine-driven generator skid requiring only field electrical and mechanical connections.
4. Connections to engine-driven generator skid:
a. Flexible connections are required on all connections to the engine generator.
b. Flexible connections include but are not limited to:
1) Exhaust.
2) Fuel lines.
3) Radiator discharge air ductwork.
c. The length of all flexible connections to exceed the flexible connector manufacturer’s minimum length recommendations for the diameter used and for the misalignment as measured after installation.
B. Generator system performance requirements:
1. Lift Station 22 standby power output ratings:
a. 124 kilowatts, minimum.
b. 120/208 volts.
c. 0.8 power factor.
d. 3-phase, 4-wire, 60 hertz.
e. In accordance with NEMA MG-1 temperature rise limits.
Lift Station 29 standby power output ratings:
a. 180 kilowatts, minimum.
b. 277/480 volts.
2. c. 0.8 power factor.
d. 3-phase, 4-wire, 60 hertz.
Standby Power System Equipment – Lift Stations
16233B-22
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
353
e. In accordance with NEMA MG-1 temperature rise limits.
C. Engine Requirements:
1. 2.
3. Engine Type: 4-Stroke Cycle, turbocharged, intercooled.
Maximum Rotational Speed: 1,800 rpm.
Minimum Piston Displacement:
a. Lift Station 22: 276 cubic inches.
b. Lift Station 29: 415 cubic inches.
4. 5.
6. Main Bearings: Minimum of five, replaceable insert type.
Cooling: Liquid cooled with engine driven coolant pump.
Fuel Type: Meet specifications when operating on Number 2 diesel fuel oils meeting the requirements of the BAAQMD; engines requiring premium fuels shall not be considered.
7. Emissions: Meet the requirements of EPA and BAAQMD.
8. Air filters: Replaceable dry element type with dirty condition differential pressure indicator.
9. Lube oil filters: Cartridge type.
D. Governor: Electronic, digital type to regulate engine speed within 0.25 percent at any constant load from no load to full load.
E. Generator Requirements:
1. 2.
3. 4.
5. 6.
Type: Synchronous, 4-pole, rotating field.
Exciter Type: Brushless, permanent magnet.
Leads: Quantity of twelve (12), re-connectable.
Insulation: Class H, 130 degrees Celsius temperature rise per NEMA MG1.
Bearing: Sealed type.
Coupling: Flexible disc.
7. Amortisseur Windings: Full.
8. 9.
Voltage Regulation: +2% average, no-load to full-load.
One-Step Load Acceptance: 100% of rating.
10. Unbalanced Load Capability: 100% of rated standby current.
Standby Power System Equipment – Lift Stations
16233B-23
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
354
11. NEMA MG1, IEEE, and ANSI Standards compliance for temperature rise and motor starting.
12. Capable of sustained short circuit current up to 300% of rated current for 10 seconds.
13. Self-ventilated, drip-proof construction.
14. Vacuum impregnated windings with fungus-resistant epoxy varnish.
2.03 COOLING SYSTEM
A. Liquid-cooled, rated for continuous operation with a maximum ambient temperature of 50 degrees Celsius.
B. Engine-driven fan.
C. Radiator: Mounted on the engine skid.
D. Coolant Solution: Provide solution of 50 percent ethylene glycol and softened water; add chemical water conditioner as recommended by the engine manufacturer.
E. Jacket Water Heater: Sized to maintain engine jacket water to 90 degrees Fahrenheit for an ambient temperature of 0 degrees Celsius.
F. Radiator Hoses: Provide premium, oil resistant hoses of Viton or silicone rubber carcass with reinforcing fabric; assembly to be suitable for a minimum service temperature of 250 degrees Fahrenheit.
2.04 FUEL SYSTEM
A. Subbase Fuel Tank: Provide a subbase fuel tank meeting the following:
1. 2.
Provide UL listed tank with secondary containment rupture basin.
Construction: Reinforced steel channel system with minimum thickness of 7 gauge for channels and 12 gauge for tank construction.
3. 4.
Provide tank baffle to separate hot fuel return from cooler supply fuel.
Provide the following connections:
a. 1.25 inch minimum vent; CONTRACTOR to pipe vent to outside any room or enclosure containing the generator set; use schedule 40 black steel pipe for vent.
b. 2 inch minimum fill connection.
c. 2 inch minimum fuel storage level gauge.
d. 1.25 inch minimum low fuel level alarm; provide level switch and connect to control panel.
Standby Power System Equipment – Lift Stations
16233B-24
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
355
e. 0.5 inch minimum fuel supply with dip tube.
f. 0.5 inch minimum fuel return with dip tube.
5. 6.
7. Provide rupture basin level switch and alarm.
Provide interior coating system as recommended by the manufacturer.
Provide exterior coating as recommended by the manufacturer.
B. Fuel Filters: Size filters for 10 percent above the engine fuel pump capacity:
1. 2.
3. Provide water/fuel separator.
Provide primary fuel filter.
Provide secondary fuel filter.
C. Engine Fuel Pump: Provide engine-driven fuel pump.
D. Minimum Subbase Fuel Tank Storage Capacity:
1. 2.
Lift Station LS22: 595 gallons.
Lift Station 29: 765 gallons.
2.05 EXHAUST SYSTEM
A. Exhaust Piping:
1. Type: Schedule 40 high temperature black steel pipe conforming to ASTM A106.
2. Drainage: Slope piping to a drain point and provide drain plug.
B. Exhaust Expansion Joints:
1. Type: Metal with convoluted portion of 0.038 inch thick Type 321 stainless steel; non-convoluted portions of expansion joint to be Type 304 stainless steel, Schedule 10S pipe; provide flanged ends with ASME B16.5, Class 150 bolt hole drilling.
2. 3.
Length: Minimum of 18 inches in length.
Movement: Rated for a minimum of 1 inch lateral movement, and 1/2 inch axial movement; rated movement defined as plus or minus travel from neutral or free position.
4. Design Life: Infinite cycle life with 1,200 degrees Fahrenheit exhaust, no insulation over the expansion joint, and continuous duty service.
Standby Power System Equipment – Lift Stations
16233B-25
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
356
5. Insulation: Insulate expansion joints with custom fitted, removable with reusable fastening system, ceramic fiber insulation blankets enclosed between inner and outer high temperature fabric cover rated for 1,200 degrees Fahrenheit continuous duty; do not insulate expansion joints directly connected to turbocharger outlet.
C. Exhaust Silencer:
1. Type: Heavy duty industrial type fabricated of welded steel with ported tubes and snubbing chambers, and a rating meeting the specified sound attenuation.
2. 3.
End Connections: Steel flanges with Class 150 pound drilling pattern.
Shell: Sufficiently heavy and reinforced to eliminate excessive vibration, stress or deflection and to support all operating loads with the silencer at elevated temperatures and insulated as specified; loads include insulation weight and connecting piping.
4. 5.
Drain: Provide threaded, plugged condensate drain.
Sound Attenuation: Attain the following minimum sound attenuation at the listed octave band center frequencies with the engine at full load:
Frequency (Hz) 63 125 250 500 1,000 2,000 4,000 8,000
Attenuation (dB) 39 42 42 40 38 38 38 38
2.06 WEATHERPROOF ACOUSTICAL HOUSING
A. Type: Provide aluminum non-walk-in type engine-generator enclosure to protect engine, generator, starting system, batteries and other specified accessories from weather exposure. Enclosure shall meet specified seismic criteria and wind gusts up to 100 mph.
B. Enclosure shall be designed to allow easy maintenance and fitted with 316 stainless steel lockable latches, hinges and door hardware.
C. Finishing: Enclosure shall be provided with manufacturer’s recommended highest quality available coating option for usage in locations subject to sea air.
D. Noise Reduction: Provide acoustical insulation and acoustical enclosure ventilation louvers and fan discharge silencers as necessary to achieve a maximum measured sound pressure level (dBA) of 70 dBA when measured at 23 feet from the enclosure; protect acoustical insulation with perforated metal covers and plastic bagging to prevent damage from abrasion or weather elements.
2.07 ENGINE – GENERATOR CONTROL SYSTEM
A. Manufacturer: Control system shall be generator system manufacturer’s recommended standard, mounted within interior of engine generator weatherproof enclosure.
Standby Power System Equipment – Lift Stations
16233B-26
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
357
B. Switches, Alarms and Monitors: Provisions for external, hardwired signal connections for automatic starting/stopping and minimum of ten (10) dry contacts for remote alarm and status signals related to the engine generator system. Three (3) of the ten (10) programmable dry contacts shall be factory-programmed for the following remote signal connections to the pump station control system:
1. Generator Running indication.
2. Generator Failure alarm.
3. Low Fuel Level alarm.
4. Generator Ready (In Auto) indication.
C. Remote starting and of each standby power system generator shall be provided from the respective lift station automatic transfer switch (ATS) via a normally-open dry contact located at the ATS. When the standby power system is in the “Automatic” mode, closure of the normally-open, remote ATS contact shall start the generator and it shall continuously operate until the remote ATS contact opens.
Upon opening, the generator shall enter cool-down mode.
D. Fuel level (high and low level), fuel level indication (in gallons) and fuel tank leak alarm shall be factory-wired to the manufacturer’s control panel with the capability to program the remote dry contacts for the alarm signals.
E. On-Board Circuit Breaker: Provide each generator with a main line, skid-mounted molded-case circuit breaker, 3-phase, system voltage as specified, 100% rated, rated 65kAIC minimum with continuous ampacity rating as recommended by the Supplier for continuous, full-load operation of each engine generator unit. Each circuit breaker shall be provided with an electronic trip unit with long-time and shorttime field-adjustable settings.
2.08 STANDBY POWER SYSTEM OPERATION
A. Provide control devices and logic to sequentially start, operate, control, test, and stop each generator system as described. Coordinate control system design so that upon receipt of a remote, hardwired “Run” command from the District’s facilities (i.e. normally-open dry contact held closed when “Run” signal is activated), power is automatically supplied by the generator and upon loss of the remote “Run” signal, the generator system shall automatically enter its cool-down mode and shut down upon expiration of cool-down.
B. Engine Start Sequence:
1. Engine shall not start if any of the safety shutdown circuits have been tripped and not cleared and reset.
2. Automatic Engine Start Sequence:
a. Initiated by a remote signal from the lift station facilities. b. Starter Motor: Automatically crank the engine for adjustable times.
Standby Power System Equipment – Lift Stations
16233B-27
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
358
C. Emergency Shutdown Sequence: Engine shall shutdown immediately if the emergency stop button is activated, or any of the specified shutdowns activate.
D. Normal Shutdown Sequence: Local “Stop” signal or loss of remote “Run” signal shall cause the engine to run unloaded for an adjustable cool-down period and then stop.
2.09 STANDBY GENERATOR EQUIPMENT SKID
A. Skid Requirements: Mount the engine, generator, radiator and specified accessories on a common heavy-duty fabricated steel skid.
B. Skid Construction: Fabricated steel skid to consist of a rigid welded frame of wide flange members or rails on each side.
C. Vibration Isolators: Mount skid on spring or rubber-type isolators having telescopic top and bottom housing with vertical stabilizers to resist lateral and vertical forces.
1. Isolator Construction: Shatterproof ductile iron in accordance with ASTM A 536, Grade CS-45-12.
2.10 ACCESSORIES
A. Starting System: Provide a 12-volt (LS22) and 24 volt (LS29) direct current electric starting system with positive engagement drive.
1. Batteries: Provide a 12-volt (LS22) and 24 volt (LS29) absorbent glass mat (AGM) battery set of the heavy-duty diesel starting type; sufficient capacity for a minimum of 120 seconds total cranking time without recharging.
2. Battery Rack: Provide a battery rack with necessary cables and clamps; provide a cover constructed of aluminum angles and mesh to prevent dropped items from touching the battery poles; provide latches to allow quick removal of the cover from the rack.
3. Battery Charger: Provide UL approved current limiting battery charger to automatically recharge the batteries:
a. Charger to float at 2.17 volts per cell and equalize at 2.33 volts per cell. b. Provide charger overload protection.
c. Charger to have silicon diode full wave rectifier, voltage surge suppressors, direct current ammeter, direct current voltmeter and fused alternating current input.
d. Amperage Output: Not less than 10 amperes.
B. Guards: Provide equipment guards as recommended by the Supplier.
C. Crankcase Breather Filter:
Standby Power System Equipment – Lift Stations
16233B-28
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
359
1. 2.
Provide crankcase ventilation system with coalescing filter/trap for blowby; coalescing filter to be replaceable.
When engine manufacturer recommends an open crankcase breather system route outlet of breather filter to outside at 3 inches above grade and away from engine components; provide on breather outlet Nelson "EcoVent" or equal, sized to match engine breather flow.
3. When engine manufacturer recommends a closed crankcase breather system provide integral crankcase pressure regulator with an automatic internal filter bypass and bypass indicator; unit to be Racor Model CCV 4500 or equal.
2.11 FINISHES
A. Engine, Generator, Fuel Storage Tank, Weatherproof Acoustical Enclosure and Other Equipment and Accessories: Shop-finished with manufacturer's premium corrosion resistant coating system, suitable for maximum resistance to corrosive or marine environments; field touch up with same or compatible coating.
2.12 SOURCE QUALITY CONTROL
A. General:
1. 2.
Provide notification of all work performed at the standby generator equipment manufacturer’s facilities. Provide safe access to all areas where work to be inspected is being performed.
The supplier shall perform functional unwitnessed testing of the generator in a factory demonstration test (FDT) prior to shipment. Assembly of fuel storage base tank and weatherproof enclosure shall not be required for factory witness testing by the supplier.
Provide the District with one (1) month advanced written notification of the proposed date for the testing described in this Section.
3. The manufacturer shall provide load banks, fuel, test equipment, labor, materials, and all other consumables, equipment, and services required for all factory testing.
B. Factory Testing:
1. Perform the following load tests using a 0.8 pf load bank:
a. Test the diesel engine-driven generator at 0.8 pf, at both full load and no load.
b. Static test, 100% block load test at rated kW and 0.8 pf. c. Transient test, four equal load steps up to rated kW and 0.8 pf. d. 8-hour load test, with two hours at each 25 % load step, with the following data recorded at 15-minute intervals:
Standby Power System Equipment – Lift Stations
16233B-29
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
360
1) Ambient air temperature and barometric pressure.
2) Engine oil temperature and pressure.
3) Engine oil filter differential pressure.
4) Fuel consumption rate.
5) Fuel pressure.
6) Engine coolant temperature.
7) Exhaust gas temperatures.
8) Generator speed, individual phase currents, individual phase voltages, three-phase kVAR, three-phase kW and overall power factor.
e. Vibration testing
1) Horizontal, vertical, and axial vibration measurements at each engine and generator bearing at 100 % load.
C. Punchlist:
1. Compile a punch list of corrective items noted during factory witness testing.
Submit the original punchlist, along with a point-by-point description of how each punch list comment was addressed and resolved.
2.13 AUTOMATIC TRANSFER SWITCH (LIFT STATION LS29)
A. Supply new automatic delayed transition transfer switch (ATS) and associated microprocessor-based control module.
B. Switch Ratings: As indicated on the Drawings.
C. Provide one (1) spare microprocessor controller (in addition to new microprocessor controller provided installed with new automatic transfer switch).
D. Provide one (1) spare extension harnesses for ATS provided. Spare harness shall be in addition to new harness installed in new automatic transfer switch provided.
E. New ATS shall consist of a power transfer switch unit which shall be provided in an outdoor, NEMA 3R, painted steel free-standing enclosure, ANSI 61 Gray.
F. Provide new ATS enclosure and compartment with Fluke Model FLK-075-CLKT (no equal) “fisheye” viewports to allow for infrared scanning of the internal ATS components with the enclosure door in the closed position.
G. Provide new automatic transfer switch with microprocessor-based ATS control module and all required interconnection wiring harness accessories for connections between ATS and control module.
Standby Power System Equipment – Lift Stations
16233B-30
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
361
H. ATS shall transfer the load in delayed transition (break-before-make) mode.
Transfer is accomplished with a user-defined interruption period in both directions adjustable from 1 second to 5 minutes in at least 15 increments.
I. Submittals:
1. ATS and associated control module catalog information which includes specific ratings and features “arrowed” for clarity.
2. Custom-developed interconnection wiring diagram which indicates specific point-to-point wiring requirements between ATS, control module, standby generator control panel and PLC equipment. Diagram shall include terminal block numbers and unique wiring identification numbers to be used for all new wiring. “Partial” wiring diagrams which do not show complete end-to-end field wiring connections are not acceptable.
3. ATS installation and start-up instructions.
4. ATS maintenance and repair manual. Manual shall include periodic maintenance and testing recommendations, lubrication recommendations, etc.
J. Manufacturer: Asco 7000 Series, Type “ADTS” (no equal to match District’s similar, installed equipment).
K. A transfer switch manufacturer certified field technician shall visit the site where new ATS equipment is provided to inspect the new ATS installation and provide preenergization set-up of the equipment. A minimum of eight (8) hours presence at the site where new ATS equipment is installed shall be included, not including travel time to and from the site.
PART 3 EXECUTION
3.01 SITE DELIVERY INSPECTION AND HANDLING
A. When offloading or moving delivered standby power system equipment with a crane or hoist that shall be performed by Others, lifting lugs near the top of the equipment shall be utilized. A spreader bar shall be used to hold the lifting cables apart to avoid any bending of the structure or lifting lugs. Supplier’s representative shall supervise the standby power system equipment rigging during off-loading and provide recommendations for proper lifting, in accordance with the requirements of the O&M manual.
B. A supplier’s representative shall be present at each delivery site when each delivery of standby power system equipment is delivered to assist the District with visual inspection of the delivered equipment and materials. Visual inspection shall include:
1. 2.
External dents, scratches, or similar damage.
Corrosion.
Standby Power System Equipment – Lift Stations
16233B-31
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
362
3. Internal damage to equipment housings, panels or accessory items.
C. Following visual inspection of each standby power system equipment delivery by the supplier’s representative and the District, any deficiency items shall be noted.
Depending on the degree of any noted deficiency items, the supplier’s representative and District shall mutually agree upon a course of corrective action that shall be taken by the manufacturer to resolve the deficiency, including return of the delivered equipment to the manufacturer’s facility if warranted, at no additional cost to the District.
D. The supplier’s field installation personnel shall be on-site upon delivery of the fuel storage base tank, standby generator skid and generator enclosure for supervision of offloading of this equipment from the delivery truck directly to the concrete equipment pad where the equipment will be permanently located. As this equipment is placed on the concrete equipment pad, the supplier’s field installation personnel shall assemble the delivered equipment and components until all fuel storage tank, standby generator and weatherproof enclosure installation is complete.
3.02 FIELD TESTING, SYSTEM START-UP AND COMMISSIONING
A. Field Testing – Engine Generator Systems Including Completed Weatherproof Enclosure and Subbase Fuel Tank Installation: Test each engine generator system as a complete unit together with subsystems. The test program shall include the following functions:
1. All field testing shall be witnessed by the District.
2. Accepted Operations and Maintenance Manuals and testing session documentation shall be submitted to the District for review a minimum of four (4) weeks prior to scheduled field testing of the complete standby power systems.
3. Field NETA testing of the on-board engine generator circuit breaker shall be performed by the District’s Installation Contractor. Any deficiencies found during this testing shall be corrected by the supplier at no additional cost to the District. All costs associated with subsequent field NETA testing that shall be required due to circuit breaker repair or replacement shall be the responsibility of the Supplier.
4. All travel and subsistence costs for supplier’s field technician site visits shall be included in the supplier’s quotation. If field testing is unsuccessful due to issues related to the supplier’s equipment then the supplier shall be responsible for all costs related to subsequent site visits that may be required until successful field testing, start-up and commissioning is completed.
5. The District’s installation Contractor shall defer main power connections from the supplied standby generator to the respective lift station power system to permit the supplier’s connection of a temporary, portable load bank for start-up and field testing purposes. The supplier shall be responsible for procuring the temporary load bank to the project site, providing all required temporary Standby Power System Equipment – Lift Stations
16233B-32
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
363
connection cables and connecting/disconnecting the temporary load bank to the generator equipment.
6. Initial start-up and operation of the standby power system shall be performed by the supplier’s field technician with assistance from the District’s installation Contractor.
7. 8.
District shall notify the supplier of the proposed field testing date(s) four (4) weeks in advance of the proposed date(s) of equipment testing.
Supplier’s field technician shall inspect each completed standby power system installation to confirm that the installation is correct and that the system is ready for start-up and commissioning.
9. Verification that each subsystem is complete and functions according to design criteria; include measurements of temperatures, pressures, and flows for all components.
10. Individual testing of each protective device and verification of the accuracy of instrumentation set points.
11. With the generator temporarily connected to the temporary, portable load bank system, the supplier’s field technician shall operate the standby power system from 0 to maximum 100 percent load, starting at no load and increasing in increments of 25 percent; check at each load point to verify stable operation, fuel consumption (measure fuel consumption approximately by measuring supply tank drawdown), engine performance, and generator performance.
The standby power system shall be load tested continuously for a minimum of four (4) hours.
12. Performance of full load transient tests to verify that voltage and frequency transient characteristics are within the supplier’s recommended values.
13. Verification that equipment is free of all vibrations throughout operating range.
14. Provide written report including raw test data, calculated values and a certification that all values are normal and within specifications and that each unit is ready to be placed into service.
15. Measure radiator performance at full load including air flow, air inlet temperature and air outlet temperature.
16. After successful completion of the supplier’s field start-up and testing, the supplier shall disconnect and remove the temporary, portable load bank from the project site and the District’s installation Contractor shall connect the permanent power connections between the new standby power system and the respective lift station power distribution system.
17. Supplier shall provide the services of a field technician certified by the automatic transfer switch manufacturer for pre-energization inspection, configuration and initial start-up of the new automatic transfer switch equipment.
Standby Power System Equipment – Lift Stations
16233B-33
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
364
18. District shall notify the supplier of the proposed field commissioning date(s) four (4) weeks in advance of the proposed date(s) of standby system commissioning for each individual lift station site.
19. Supplier’s field technical personnel shall provide on-site final commissioning of each standby power system. With assistance from the District and District’s installation Contractor, facility power loss simulation shall be conducted to ensure that the standby power system responds and operates properly. The supplier’s field technician shall perform system adjustments and/or minor corrections to the system equipment and components as required until a minimum of three (3) flawless, consecutive functional tests of the standby power system are achieved.
20. Upon successful completion of on-site commissioning of each standby power system, the supplier shall provide written confirmation of that the field commissioning has been successfully completed and the system is ready to be placed into normal operation. The date when this written notice is received shall trigger the start of the standby power system warranty specified herein.
3.03 SYSTEM DRAWINGS
A. Attached are system drawings which indicate how the supplied standby power system equipment shall be incorporated into each lift station power and control system.
END OF SECTION
Standby Power System Equipment – Lift Stations
16233B-34
Foster City/EMID
CIP 405-755
January 2024-DRAFT
5.9 Attachment 2 - Agreement
365
Drawings
5.9 Attachment 2 - Agreement
366
DATE: 11/06/2023
AS NOTED
RO
DESCRIPTION
PRE-PURCHASE DESIGN PACKAGE
DATE SHEET
EMID EMERGENCY GENERATOR REPLACEMENT PROJECT
TITLE SHEET
SCALE: 11/06/2023 C-01
DESIGNED:
DRAWN: RO
JOB NO. CHECKED:
PROJ. ENGR:
MQ CIVIL ENGINEERS SURVEYORS CONSTRUCTION MANAGERS
JJT 144 North San Mateo Drive San Mateo, CA 94401 FOSTER CITY, CALIFORNIA 342001 (650)344-9901 www.freyerlaureta.com
5.9 Attachment 2 - Agreement
367
S YM B O LS AB B R E VIATIO N S
DATE: 11/06/2023
AS NOTED
RO
DESCRIPTION
PRE-PURCHASE DESIGN PACKAGE
DATE SHEET
SCALE: 11/06/2023 EMID EMERGENCY GENERATOR REPLACEMENT PROJECT C-02 DESIGNED:
DRAWN: RO SYMBOLS AND ABBREVIATIONS
FOSTER CITY, CALIFORNIA
JOB NO. CHECKED:
PROJ. ENGR:
MQ CIVIL ENGINEERS SURVEYORS CONSTRUCTION MANAGERS
JJT 144 North San Mateo Drive San Mateo, CA 94401 342001 (650)344-9901 www.freyerlaureta.com
5.9 Attachment 2 - Agreement
368
OR APPROVED EQUAL
OR APPROVED EQUAL
DATE: 11/06/2023
AS NOTED
RO
DESCRIPTION
PRE-PURCHASE DESIGN PACKAGE
DATE
11/06/2023
SHEET
EMID EMERGENCY GENERATOR REPLACEMENT PROJECT
CORPORATION YARD PUMP STATION 59 - PROPOSED SITE PLAN
FOSTER CITY, CALIFORNIA
SCALE: C-03 DESIGNED:
DRAWN: RO
JOB NO. CHECKED:
PROJ. ENGR:
MQ CIVIL ENGINEERS SURVEYORS CONSTRUCTION MANAGERS
JJT 144 North San Mateo Drive San Mateo, CA 94401 342001 (650)344-9901 www.freyerlaureta.com
5.9 Attachment 2 - Agreement
369
OR APPROVED EQUAL
DATE: 11/06/2023
AS NOTED
RO
DESCRIPTION
PRE-PURCHASE DESIGN PACKAGE
DATE
11/06/2023
SHEET
SCALE: EMID EMERGENCY GENERATOR REPLACEMENT PROJECT C-04 DESIGNED:
DRAWN: RO LIFT STATION 22 - PROPOSED SITE PLAN
FOSTER CITY, CALIFORNIA
JOB NO. CHECKED:
PROJ. ENGR:
MQ CIVIL ENGINEERS SURVEYORS CONSTRUCTION MANAGERS
JJT 144 North San Mateo Drive San Mateo, CA 94401 342001 (650)344-9901 www.freyerlaureta.com
5.9 Attachment 2 - Agreement
370
OR APPROVED EQUAL
OR APPROVED EQUAL
DATE: 11/06/2023
AS NOTED
RO
DESCRIPTION
PRE-PURCHASE DESIGN PACKAGE
DATE SHEET
EMID EMERGENCY GENERATOR REPLACEMENT PROJECT
LIFT STATION 29 - PROPOSED SITE PLAN
FOSTER CITY, CALIFORNIA
SCALE: 11/06/2023 C-05 DESIGNED:
DRAWN: RO
JOB NO. CHECKED:
PROJ. ENGR:
MQ CIVIL ENGINEERS SURVEYORS CONSTRUCTION MANAGERS
JJT 144 North San Mateo Drive San Mateo, CA 94401 342001 (650)344-9901 www.freyerlaureta.com
5.9 Attachment 2 - Agreement
371
CORPORATION YARD
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NO SCALE
TB
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DESCRIPTION
PRE-PURCHASE DESIGN PACKAGE
DATE
2126/2024
GIPP 455-705 EMID
EMERGENCY GENERATOR REPLACEMENT PROJECT
SHEET
ꢀFREYE ꢁLAURE
E-01 ꢀeecher Ingineering, Inc.
CORPORATION YARD
STANDBY POWER SYSTEM
FOSTER CITY, CALIFORNIA
JOB NO.
CIVIL ENGINEERS· SURVEYORS· CONSTRUCTION MANAGERS
150 Executive Park Blvd Suite 4200 San Francisco. CA 94134 (415) 534-7070 ꢀꢁfꢂeyeꢂꢃꢄꢅꢆeꢇꢄꢈcom 342001 PROJ. ENGR: JJT • • •
5.9 Attachment 2 - Agreement
372
LIFT STATION LS22
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CLUDED IN SCOPE OF SUPPLY NOT INCLUDED IN SCOPE OF SUPPLY CB
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PROVIDED BY OTHERS
( )
TYPICAL FOR:
SCHEMATIC DIAGRAMꢁ
LIFT STATION LS22 STANDBY POWER SYSTEM
DATE:
SCALE:
DESIGNED:
DRAWN:
CHECKED:
2/2612024
NO SCALE
TB
BEi
BEi
DESCRIPTION
PRE-PURCHASE DESIGN PACKAGE
DATE
2/2612024 GIPP 455-705 EMID
EMERGENCY GENERATOR REPLACEMENT PROJECT
LIFT STATION LS22
SHEET
FREYE
LAURE
E-02 eecher Ingineering, Inc.
JOB NO.
342001 STANDBY POWER SYSTEM
FOSTER CITY, CALIFORNIA
CIVIL ENGINEERS· SURVEYORS· CONSTRUCTION MANAGERS
150 Executive Park Blvd Suite 4200 San Francisco. CA 94134 (415) 534-7070 feyeecom
PROJ. ENGR: JJT • •
•
5.9 Attachment 2 - Agreement
373
LIFT STATION LS29
NEW STANDBY GENERATOR
180kW / 225kVA, 480V, 30, 60 HZ
EXISTING FACILITY PLC NEW AUTOMATIC TRANSFER SWITCH
(NOT INCLUDED IN SCOPE OF SUPPLY) 400A, 480V, 30, 60 HZ, SOLID NEUTRAL ---
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◊ -
NEW FIELD WIRING
(PROVIDED BY OTHERS)
TYPICAL FOR:
SCHEMATIC DIAGRAM
LIFT STATION LS29 STANDBY POWER SYSTEM
DATE:
SCALE:
DESIGNED:
DRAWN:
CHECKED:
2/2612024
NO SCALE
TB
BEi
BEi
DESCRIPTION
PRE-PURCHASE DESIGN PACKAGE
DATE
2/2612024 GIPP 455-705 EMID
EMERGENCY GENERATOR REPLACEMENT PROJECT
LIFT STATION LS29
SHEET
FREYE
LAURE
E-03 eecher Ingineering, Inc.
JOB NO.
342001 STANDBY POWER SYSTEM
FOSTER CITY, CALIFORNIA
CIVIL ENGINEERS· SURVEYORS· CONSTRUCTION MANAGERS
150 Executive Park Blvd Suite 4200 San Francisco. CA 94134 (415) 534-7070 feyeecom
PROJ. ENGR: JJT • •
•
5.9 Attachment 2 - Agreement
374
1 DATE: August 19, 2024
TO: Mayor and Members of the City Council
.
VIA: Stefan Chatwin, City Manager
FROM: Marlene Subashini, Assistant City Manager
Dane Hutchings, Managing Director, Renne Public Policy Group DEPARTMENT: City Manager
SUBJECT: 2024 STATE LEGISLATIVE UPDATE
RECOMMENDATION
It is recommended that the City Council, by Minute Order, receive and accept an informational report on the 2024 State Legislative Update.
EXECUTIVE SUMMARY
State legislation has the potential to have direct and significant impacts on a city’s legal authority; fiscal, operational, and environmental stability. Active legislative engagement protects and enhances the interests of Foster City’s residents and businesses. Ensuring that Council, city staff and the community are aware of policies impacting our community is an important step when conducting City business.
In an effort to advance the City’s public policy advocacy efforts, the City’s legislative consultant, Renne Public Policy Group (RPPG) has been tracking priority legislation on behalf of the City. On December 18, 2023, the City Council adopted its first comprehensive state legislative platform. Upon adopting the Legislative Platform, Council requested that City staff along with our legislative consultant provide at least three (3) formal legislative updates to Council during a regularly scheduled meeting. The first update was provided to Council on April 1, 2024. This would be the second update.
Should Council have any questions regarding any of the bills and/or ballot measures
5.10 5.10 Staff Report
375
2 included in this report, Dane Hutchings, Managing Director of RPPG will be available during the meeting to answer specific questions.
BACKGROUND
The City entered into an Agreement with RPPG on January 15, 2021 for State Legislative Advocacy Services for an initial one-year term. The Agreement was subsequently amended on March 1, 2022 and included grant writing services. On February 20, 2024, the Council approved a second amendment to the Agreement. The scope of work was amended to eliminate grant writing activities from the monthly flat retainer but include an optional grant writing services on a per-grant services. RPPG continues to provide assistance on federal community project funding requests as needed.
May was a month of fiscal and legislative deadlines for the Administration and the Legislature. The May Revision to the January Budget proposal for fiscal year 2024-25 was released by Governor Newsom on May 10. Total state budget spending for 2024-25 was projected by the Administration to be $288.1 billion, a $3.4 billion decrease over the January Proposal, with a deficit of $27.6 billion, a $10.3 billion decrease over the January Proposal. The deadline for fiscal committees to hear and send bills introduced in their house to the Floor was also May 17. The week of May 20 was reserved for Floor sessions, where legislators met for long hours and deliberated on hundreds of bills before the house of origin deadline on May 24. Committee meetings resumed on May 28.
On May 14, in San Mateo County, Governor Gavin Newsom held a press conference to provide an update on the availability of funding from Proposition 1. The two-part initiative, known as the Mental Health Services Act, includes a bond to build treatment facilities and permanent supportive housing for people with mental health and addiction challenges.
The initiative also makes changes to a longstanding tax on personal incomes over $1 million. Joined by Senator Susan Eggman, Senator Josh Becker, Business, Consumer Services, and Housing (BCSH) Secretary Moss, and Department of Health and Human Services (DHHS) Secretary Dr. Ghaly, Governor Newsom announced the first installment of $3.1 billion that would be made available by the summer, with applications due in the fall. Originally it was expected that the Notice Of Funding Availability (NOFA) would not be released until 2025, which would delay when the funding would be available to communities. Additionally, a bond guidance for supportive housing ($2 billion overall, with $1 billion for veterans) is expected by the end of 2024 from HCD.
June closed out a busy month for the Legislature, including the June 15 deadline to pass a Budget Act and the bulk of committee hearings leading up to the July 3 deadline by which all policy committees must meet to send bills to their fiscal committees. Governor Newsom signed the 2024 Budget Act, AB 107, on June 26 as passed by the Legislature on June 13. However, as RPPG had detailed in a memo to the City, and as expected, this bill did not reflect an agreement between the Legislature and Administration. It was announced on June 22 that the Governor and the Legislature had reached an agreement on the Budget. The Governor signed the primary bills of the agreement, Budget Bills SB 108 and SB 109, on June 29. The 17 Budget Trailer Bills that represent additional
5.10 5.10 Staff Report
376
3 provisions of this agreement have also been passed by the Legislature and sent to the Governor for signature. The final Budget agreement represents a $297.9 billion state Budget, slightly lower than what the May Revision had projected. The deal included an agreement to increase the size of the Rainy Day Fund from 10% of the state Budget to 20%, exclude deposits into the Rainy Day Fund from the Gann Limit, and create a “Projected Surplus Temporary Holding Account,” where a portion of any projected surplus will be deposited and held under a future year once it is clear whether the projected surplus actually materializes.
VLF FUNDING INCLUDED IN FINAL BUDGET DEAL
Both in the Governor’s January and May Revise budget proposals, the Administration did not include its obligation to backfill the Vehicle Licensing Fee (VLF) shortfall to San Mateo County and its taxing agencies. Specifically, the impact to Foster City would have been $1,398,472 in lost VLF revenue used to fund critical public services. RPPG worked with San Mateo County advocates, stakeholders, and legislative delegation to retain the full VLF backfill payment in the budget, and testified in budget committees on behalf of the City to request VLF be included in the budget. RPPG worked closely with Assemblymember Diane Papan and Senator Josh Becker on pushing for the inclusion of San Mateo County Cities VLF shortfall to be included—outlining all of the potential service reductions on the table. The language specific to the VLF reimbursement was included in AB 107, which was the primary budget bill. This budget was passed by both houses on Thursday June 13 and signed into law by the Governor on June 30. The budget included $73 million to reimburse local jurisdictions for VLF revenue shortfalls in Mono, Alpine, and San Mateo Counties. This is viewed as a major win for San Mateo County and its taxing agencies given the growing state budget deficit forcing considerable reductions to several other key statewide programs.
FAILED LEGISLATIVE ATTEMPT TO MODIFY PUBLIC SAFTEY BALLOT MEASURE The Legislature had wanted to supersede the proposed Homelessness, Drug Addiction, and Theft Reduction Act, supported by law enforcement and business groups, with the introduction early this year of their own package of public safety and mental health care bills with similar, but not identical, provisions. However, having not reached any agreement with the Theft Reduction Act proponents, legislative leadership announced on June 11 their plan to amend several bills in the package to become inoperable should the initiative pass the ballot. The inoperability clause was added to those bills in late June.
However, the inoperability clause, which had been pushed by Assembly Speaker Robert Rivas (D, Hollister) and Senator McGuire (D, Geyserville) caused division in the ranks and was removed from the bills on July 1.
On June 30, three days after the official June 27 initiative deadline, SB 1381 was introduced. The bill had been an agreement that Governor Newsom and legislators had come to over the weekend in an attempt to add a last-minute alternative ballot measure to the November 2024 ballot to compete with the Theft Reduction Act and would have been less stringent than the Theft Reduction Act. Authored by Democratic legislators
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4 Senators Aisha Wahab (Silicon Valley) and Angelique Ashby (Sacramento) and Assemblymember Rick Zbur (Los Angeles), this bill would have amended the Safe Neighborhoods and Schools Act (Proposition 47). The bill would have placed the alternative ballot measure before voters at the November 2024 election as Proposition 2, while the Theft Reduction Act would have been lower on the ballot. The bill included a provision that would have invalidated competing measure(s) on the same ballot, should it have received a higher number of affirmative votes.
On July 1, the Governor and lawmakers announced more details of the alternative initiative in a press release. The bill passed the Assembly Public Safety Committee on July 2 along party lines, and it was scheduled to be voted on by the Legislature on July 3 to be sent to the Governor for signature. However, late in the evening on July 2, CalMatters reported that the Governor was withdrawing the measure from legislative consideration and that lawmakers would not be putting any competing measures to the Theft Reduction Act on the November 2024 ballot. However, Governor Newsom said in his statement that he plans to sign a “a robust public safety package that expands criminal penalties, bolsters police & prosecutor tools, and cracks down on retail theft—the most significant reform in decades.”
On July 3, the Legislature adjourned for Summer Recess until August 5. During the first two weeks of August, with a few exceptions, only appropriations committees will meet to determine the fate of fiscal measures. Then, the last two weeks of session leading up to the final day of the 2023-2024 legislative session on August 31 will be reserved for Floor deliberations only.
ANALYSIS
Below is a list of bills that the City has positioned on according to the Council adopted Legislative Platform and Policy. For a more comprehensive list of tracked priority measures, please see Attachment 1.
POSITIONED BILLS*
AB 460 (Bauer-Kahan) State Water Resources Control Board: water rights and usage: civil penalties
Under current law, the diversion or use of water other than as authorized by specified provisions of law is a trespass, subject to specified civil liability. This bill would require the State Water Resources Control Board to adjust for inflation, by January 1 of each year, beginning in 2025, the amounts of civil and administrative liabilities or penalties imposed by the board in water right actions, as specified.
RPPG worked with the Association of California Water agencies (ACWA) in providing City-specific impacts this measure would have to the City. Fortunately, RPPG was able to secure amendments to this bill which moved the City to a Neutral position.
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5 Amended: 06/12/2024
Status: Senate Appropriation Suspense File
City Position: Neutral
AB 817 (Pacheco) Open meetings: teleconferencing: subsidiary body The Ralph M. Brown Act, requires, with specified exceptions, each legislative body of a local agency to provide notice of the time and place for its regular meetings and an agenda containing a brief general description of each item of business to be transacted.
Current law authorizes the legislative body of a local agency to use alternate teleconferencing provisions during a proclaimed state of emergency (emergency provisions) and, until January 1, 2026, in certain circumstances related to the particular member if at least a quorum of its members participates from a singular physical location that is open to the public and situated within the agency’s jurisdiction and other requirements are met (non-emergency provisions). Current law imposes different requirements for notice, agenda, and public participation, as prescribed, when a legislative body is using alternate teleconferencing provisions. The non-emergency provisions impose restrictions on remote participation by a member of the legislative body and require the legislative body to provide specific means by which the public may remotely hear and visually observe the meeting.
This bill, until January 1, 2026, would authorize a subsidiary body, as defined, to use similar alternative teleconferencing provisions and would impose requirements for notice, agenda, and public participation, as prescribed. The bill would require at least one staff member of the local agency to be present at a designated primary physical meeting location during the meeting. The bill would require the local agency to post the agenda at the primary physical meeting location. The bill would require the members of the subsidiary body to visibly appear on camera during the open portion of a meeting that is publicly accessible via the internet or other online platform, as specified. The bill would also require the subsidiary body to list a member of the subsidiary body who participates in a teleconference meeting from a remote location in the minutes of the meeting. In order to use teleconferencing pursuant to this act, the bill would require the legislative body that established the subsidiary body by charter, ordinance, resolution, or other formal action to make specified findings by majority vote, before the subsidiary body uses teleconferencing for the first time and every 12 months thereafter.
Amended: 05/29/2024
Status: Held in Senate Local Government
City Position: Support
AB 1337 (Wicks) State Water Resources Control Board: water diversion curtailment Under existing law, the diversion or use of water other than as authorized by specified provisions of law is a trespass, subject to specified civil liability. This bill would expand the instances when the diversion or use of water is considered a trespass. This bill contains other related provisions and other existing laws.
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6 Amended: 05/18/2023
Status: Held in Senate Natural Resources and Water
City Position: Oppose
AB 2427 (McCarty) Electric vehicle charging stations: permitting: curbside charging
Current law continues into existence the zero-emission vehicle (ZEV) division within GOBiz as the Zero-Emission Vehicle Market Development Office. Current law references GO-Biz’s Electric Vehicle Charging Station Permitting Guidebook, which recommends best practices for electric vehicle supply equipment permitting. This bill would require the office to develop a model permitting checklist, model zoning ordinances, and best practices for permit costs and permit review timelines to help local governments permit curbside charging stations as part of the office’s development of the Electric Vehicle Charging Station Permitting Guidebook or any subsequent updates. The bill would also require the office to consult with local governments, electric vehicle service providers, and utilities while developing the above-described materials.
Amended: 06/17/2024
Status: Senate Appropriations Suspense File
City Position: Support
AB 2489 (Ward) Local agencies: contracts for special services and temporary help Current law relating to the government of counties authorizes a county board of supervisors to contract for certain types of special services on behalf of the county, any county officer or department, or any district or court in the county. Current law requires those special services contracts to be with persons who are specially trained, experienced, expert, and competent to perform those services. This bill would require the board or a representative, at least 10 months before beginning a procurement process to contract with persons for special services that are currently, or were in the previous 10 years, performed by employees of the county represented by an employee organization, to notify, in writing, the exclusive employee representative of the workforce affected by the contract of its determination to begin that process.
The bill would provide that this 10-month notice requirement does not apply in the event of an emergency, as defined. The bill would require persons with whom the board of supervisors enter into a contract for special services to perform functions that are currently, or were in the previous 10 years, performed by employees of the county, any county officer or department, or any district or court in the county represented by an employee organization to use employees who meet or exceed the minimum qualifications and standards required of bargaining unit civil service employees who perform or performed the same job functions, as specified.
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7 This along with AB 2557 (see below) would have posed considerable operational challenges for the City. Fortunately, RPPG was successful working alongside a broad coalition of stakeholders including individual local governments, private sector companies and non-profit organizations to stop AB 2489 from moving this year.
Amended: 04/29/2024
Status: Held in Senate Appropriations
City Position: Oppose
AB 2557 (Ortega) Local agencies: contracts for special services and temporary help: performance reports
Would require, as of July 1, 2025, each county board of supervisors that solicits for and enters into a specified contract for special services, except as specified, to post that contract and any related documents, as specified, on its internet website. The bill would require, as of July 1, 2026, each contract, as described above, to include, among other things, the objectives, desirables, and goals of the contract. The bill would require, before beginning a procurement process to contract for functions, duties, responsibilities, or services, as specified, the board of supervisors, or its representative, to give reasonable written notice to the exclusive employee representative of the workforce affected by the contract of its determination to begin that process. The bill would also require, at least 30 days before the modification or renewal of the above-described contract, the board of supervisors, or its representative, to notify, as specified, the exclusive employee representative of the workforce affected by the contract of the intent to modify or renew the contract.
Despite the fact that this bill has been considerably amended from its introduced version, the bill is still very problematic. A number of local agencies, private businesses and over 100 non-profit organizations remain opposed to this measure. RPPG continues to advocate for the City’s position in an effort to stop this bill from advancing.
Amended: 07/03/2024
Status: Senate Appropriations Suspense File
City Position: Oppose
SB 366 (Caballero) The California Water Plan: long-term supply targets Would revise and recast certain provisions regarding The California Water Plan to, among other things, require the Department of Water Resources to instead establish a stakeholder advisory committee and to expand the membership of the committee to include tribes, labor, and environmental justice interests. The bill would require the department to coordinate with the California Water Commission, the State Water Resources Control Board, other state and federal agencies as appropriate, and the stakeholder advisory committee to develop a comprehensive plan for addressing the State’s water needs and meeting specified long-term water supply targets established by the bill for purposes of The California Water Plan.
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8 The bill would require the plan to provide recommendations and strategies to ensure enough water supply for all designated beneficial uses. The bill would require the plan to include specified components, including a discussion of various strategies that may be pursued in order to meet the water supply targets, a discussion of agricultural water needs, and an analysis of the costs and benefits of achieving the water supply targets.
The bill would require the department to submit to the Legislature an annual report between updates to the plan that includes progress made toward meeting the water supply targets once established, as specified. The bill would also require the department to conduct public workshops to give interested parties an opportunity to comment on the plan and to post the preliminary draft of the plan on the department’s internet website.
Amended: 06/26/2024
Status: Assembly Appropriations Suspense File
City Position: Watch
* Note that bills positions are based on August 9, 2024.
FULL BILL TEXT TO ANY MEASURE CAN BE FOUND BY GOING TO THE STATE’S LEGISLATIVE INFORMATION WEBSITE: THAT CAN BE ACCESSED BY CLICKING HERE
PENDING BALLOT MEASURES
• Proposition 5 – No title yet
o Reduces the local vote threshold requirement from two-thirds (2/3rds) to fifty-five (55) percent for local public infrastructure and affordable housing financing proposals using general obligation bonds paid for with increases in ad valorem property taxes.
• Proposition 36 – The Homelessness, Drug Addiction, and Theft Reduction Act
o Increases criminal penalties for drug dealers who distribute fentanyl and other hard drugs; increases penalties for repeated theft and shoplifting; allows individuals convicted for possession of fentanyl and other “hard drugs” with two prior felony convictions to complete mandatory courtsupervised drug and mental health treatment in lieu of further incarceration. • Proposition 33 – Justice for Renters Act
o Prohibits the Legislature from limiting the right of any city or county, to maintain, enact or expand residential rent control.
• Proposition 32 – Living Wage Act of 2022
o Increases the state minimum wage from $16 to $18 per hour. • Proposition 4 – Safe Drinking Water, Wildfire Prevention, Drought Preparedness, and Clean Air Bond Act of 2024
o Proposes a $10 billion “climate bond”.
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9 • Proposition 2 – The Kindergarten Through Grade 12 Schools and Local Community College Public Education Facilities Modernization, Repair and Safety Bond Act of 2024
o Proposes a $10 billion school facilities bond, assisting both K-12 schools and community colleges.
For a more detailed explanation of these ballot measures please see Attachment 2.
California Environmental Quality Act
Not applicable
FISCAL IMPACT
There is no fiscal impact associated with receiving this report.
CITY COUNCIL VALUE/PRIORITY AREA
Smart Planning, Development, and the Local Economy
ATTACHMENTS:
Attachment 1 – Priority Bill List (as of 8/6/24)
Attachment 2 – Summary of Six Ballot Measures
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1 City of Foster City: Priority Legislation as of August 6, 2024 Cannabis
AB 2850 (Rodriguez) Cannabis. (Amended 03/21/2024) Link Existing law, the Control, Regulate and Tax Adult Use of Marijuana Act (AUMA), approved by the voters as Proposition 64 at the November 8, 2016, statewide general election, regulates the cultivation, distribution, transport, storage, manufacturing, testing, processing, sale, and use of marijuana for nonmedical purposes by people 21 years of age and older. Under AUMA, a person 18 years of age or older who plants, cultivates, harvests, dries, or processes more than 6 living cannabis plants, or any part thereof, is guilty of a misdemeanor and may be charged with a felony if specified conditions exist, including when the offense causes substantial environmental harm to public lands or other public resources. The act additionally makes it an infraction for a person less than 21 years of age to plant, cultivate, harvest, dry, or process fewer than 6 living cannabis plants.This bill would amend AUMA to make it a felony, punishable by 16 months or 2 or 3 years in county jail, for a person over 18 years of age, but under 21 years of age to plant, cultivate, harvest, dry, or process any quantity of living cannabis plants. The bill would additionally make it a felony, punishable by 16 months or 2 or 3 years in county jail, for a person over 21 years of age to plant, cultivate, harvest, dry, or process more than 6 living cannabis plants. By increasing the penalty for a crime, this bill would impose a state-mandated local program. This bill contains other existing laws. (Based on 03/21/2024 text) Status: 04/23/2024 - In committee: Hearing postponed by committee.
SB 512 (Bradford) Cannabis: taxation: gross receipts. (Amended 05/03/2023) Link The Control, Regulate and Tax Adult Use of Marijuana Act (AUMA), an initiative measure, authorizes a person who obtains a state license under AUMA to engage in commercial adult-use cannabis activity pursuant to that license and applicable local ordinances. The Medicinal and Adult-Use Cannabis Regulation and Safety Act (MAUCRSA), among other things, consolidates the licensure and regulation of commercial medicinal and adult-use cannabis activities. This bill, beginning January 1, 2024, would exclude from the terms “gross receipts” and “sales price” under the Sales and Use Tax Law the amount of the cannabis excise tax imposed under the Cannabis Tax Law and the amount of any tax imposed by a city or county on the privilege of engaging in commercial cannabis activity, as specified. The bill would
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2 also prohibit a city or county from including in the definition of gross receipts, for purposes of any local tax or fee on a licensed cannabis retailer the amount of any cannabis excise tax imposed under the Cannabis Tax Law or any sales and use taxes. By imposing new requirements on local governments with respect to their taxes and fees, the bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 05/03/2023 text) Status: 07/10/2023 - July 10 set for first hearing. Placed on suspense file. July 10 hearing. Held in committee and under submission.
Economic Development
AB 2922 (Garcia) Economic development: capital investment incentive programs. (Amended 07/03/2024) Link
Prior law, until January 1, 2024, authorized a county, city and county, or city to establish a capital investment incentive program, pursuant to which the county, city and county, or city was authorized to pay, upon request, a capital investment incentive amount that does not exceed the amount of property tax derived from that portion of the assessed value of a qualified manufacturing facility, as defined, that exceeds $150,000,000 to a proponent of a qualified manufacturing facility for up to 15 years. Prior law required the proponent to enter into a community services agreement with the county, city and county, or city, including, among other things, a job creation plan. This bill would reestablish the authorization for capital investment incentive programs until January 1, 2035. The bill would additionally authorize the above-described capital investment incentive program for proponents of a qualified manufacturing facility with an assessed value that exceeds $25,000,000 and would include additional requirements for the above-described job creation plan for these proponents. The bill would make conforming changes.
This bill contains other related provisions. (Based on 07/03/2024 text) Status: 07/03/2024 - From committee: Amend, and do pass as amended and re-refer to Com. on APPR. (Ayes 7. Noes 0.) (July 3). Read second time and amended. Re-referred to Com. on APPR.
Elections, Political Reform and Redistricting
SB 24 (Umberg) Political Reform Act of 1974: public campaign financing. (Amended 06/26/2023) Link Existing law, the Political Reform Act of 1974, prohibits a public officer from expending, and a candidate from accepting, public moneys for the purpose of seeking elective office. This bill would permit a public officer or candidate to expend or accept public moneys for the purpose of seeking elective office if the state or a local governmental entity established a dedicated fund for this purpose, as specified. The bill would prohibit the public moneys for this dedicated fund from being taken from public moneys that are earmarked for education, transportation, or public safety. This restriction would not apply to charter cities. This bill contains other related provisions and other existing laws. (Based on 06/26/2023 text) Status: 06/19/2024 - June 19 set for first hearing. Placed on suspense file.
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3 Calendar: 08/15/24 A-APPROPRIATIONS SUSPENSE Upon adjournment of Session - 1021 O Street, Room 1100 WICKS, BUFFY, Chair
Energy and Utilities
AB 1912 (Pacheco) Electricity and natural gas: legislation imposing mandated programs and requirements: third-party review. (Amended 07/03/2024) Link Existing law regulates public utilities, including electrical and gas corporations. The Public Advocate’s Office of the Public Utilities Commission is established as an independent office within the Public Utilities Commission to represent and advocate on behalf of the interests of public utility customers and subscribers within the jurisdiction of the commission. This bill would request the office to establish, by January 1, 2026, a program to, upon request of the Legislature, analyze legislation that would establish a mandated requirement or program or otherwise affect electrical or gas ratepayers, as specified. The bill would request the office to develop and implement conflict-of-interest provisions that would prohibit a person from participating in an analysis for which the person knows or has reasons to know that the person has a financial interest. The bill would require the commission, on June 15 of each year, to assess an annual fee on all large electrical and gas corporations, as defined, to fund the projected costs incurred by the office in implementing the bill, not to exceed $2,000,000 annually, divided evenly among each large electrical and gas corporation, as specified, for deposit into the Energy Programs Benefit Fund, which would be established by the bill. The bill would continuously appropriate the moneys in the fund to the office to support the work of the office in providing analyses under the bill. The bill would repeal these provisions on January 1, 2030. This bill contains other related provisions. (Based on 07/03/2024 text)
Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) AB 2462 (Calderon) Public Utilities Commission: written reports: energy. (Amended 06/20/2024) Link Existing law vests the Public Utilities Commission with regulatory authority over public utilities, including electrical corporations and gas corporations. Existing law requires the commission to annually prepare and submit to the Governor and Legislature a written report that contains the commission’s recommendations for actions that can be undertaken during the succeeding 12 months to limit utility cost and rate increases consistent with the state’s energy and environmental goals, including goals for reducing emissions of greenhouse gases, and requires the commission, in preparing the report, to require certain electrical corporations and gas corporations to study and report on measures they recommend be undertaken to limit costs and rate increases. This bill would require that the report also contain recommendations that may take longer than 12 months to implement, but could lead to substantial reductions in monthly electricity and natural gas utility bills, and considerations of how the adoption of decarbonization policies, including electrification, may impact total energy costs borne by consumers, as provided. This bill contains other related provisions and other existing laws. (Based on 06/20/2024 text)
Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) SB 1374 (Becker) Net energy metering. (Amended 07/03/2024) Link
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4 Existing law vests the Public Utilities Commission with regulatory authority over public utilities, including electrical corporations. Existing law requires the commission to develop a standard contract or tariff, which may include net energy metering, for eligible customer-generators, as defined, with a renewable electrical generation facility, as defined, that is a customer of a large electrical corporation. Existing law requires, in developing the standard contract or tariff for large electrical corporations, the commission to take specified actions. This bill would require, no later than July 1, 2025, the commission to ensure that any contract or tariff established by the commission pursuant to the above described provisions for renewable electrical generation facilities configured to serve multiple customers with meters at an apartment building on a single property, or configured to serve multiple meters of a single customer on a public school property, or a set of contiguous public school properties owned, leased, or rented by the public school customer, meets certain requirements, as specified. The bill would require the commission, no later than July 1, 2027, to ensure that any contract or tariff established by the commission pursuant to a specified commission decision meets specified requirements, as provided.
This bill contains other related provisions and other existing laws. (Based on 07/03/2024 text) Status: 07/03/2024 - Read second time and amended. Re-referred to Com. on APPR.
Calendar: 08/07/24 A-APPROPRIATIONS 9:30 a.m. - 1021 O Street, Room 1100 WICKS, BUFFY, Chair SB 1418 (Archuleta) Hydrogen-fueling stations: expedited review. (Amended 07/03/2024) Link Existing law, the Planning and Zoning Law, requires every city, county, and city and county to administratively approve an application to install electric vehicle charging stations and hydrogen-fueling stations through the issuance of a building permit or similar nondiscretionary permit. Existing law, the Planning and Zoning Law, requires each city, county, and city and county to adopt an ordinance that creates an expedited, streamlined permitting process for electric vehicle charging stations. Existing law authorizes a city, county, or city and county developing an ordinance to refer to the recommendations contained in the most current version of the “Plug-In Electric Vehicle Infrastructure Permitting Checklist,” as specified. Existing law requires a city, county, and city and county, in developing the expedited permitting process, to adopt a checklist of all requirements with which electric vehicle charging stations must comply to be eligible for expedited review. For these purposes, existing law defines “hydrogen-fueling station” to mean the equipment used to store and dispense hydrogen fuel to vehicles according to industry codes and standards that is open to the public. Existing law requires a hydrogen-fueling station to meet certain requirements, including any rules established by the State Air Resources Board, Energy Commission, or Department of Food and Agriculture regarding safety, reliability, weights, and measures. This bill would modify the definition of “hydrogen-fueling station” to mean the equipment and structural design components necessary to ensure the safety of the fueling station, including hydrogen-refueling canopies, that are used to store and dispense hydrogen fuel to vehicles according to industry codes and standards that are open to the public. This bill would modify the requirements a hydrogen-fueling station must meet to include all applicable state laws and regulations pertaining to hydrogen fueling, including any rules established by the State Air Resources Board, Energy Commission, or Department of Food and Agriculture regarding safety, reliability, weights, and measures. This bill contains other related provisions and other existing laws. (Based on 07/03/2024 text)
Status: 07/03/2024 - Read second time and amended. Re-referred to Com. on APPR.
Calendar: 08/07/24 A-APPROPRIATIONS 9:30 a.m. - 1021 O Street, Room 1100 WICKS, BUFFY, Chair
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5 Environment and Climate
AB 1567 (Garcia) Safe Drinking Water, Wildfire Prevention, Drought Preparation, Flood Protection, Extreme Heat Mitigation, Clean Energy, and Workforce Development Bond Act of 2024. (Amended 05/26/2023) Link
The California Drought, Water, Parks, Climate, Coastal Protection, and Outdoor Access For All Act of 2018, approved by the voters as Proposition 68 at the June 5, 2018, statewide primary election, authorizes the issuance of bonds in the amount of $4,100,000,000 pursuant to the State General Obligation Bond Law to finance a drought, water, parks, climate, coastal protection, and outdoor access for all program. Article XVI of the California Constitution requires measures authorizing general obligation bonds to specify the single object or work to be funded by the bonds and further requires a bond act to be approved by a 2/3 vote of each house of the Legislature and a majority of the voters. This bill would enact the Safe Drinking Water, Wildfire Prevention, Drought Preparation, Flood Protection, Extreme Heat Mitigation, Clean Energy, and Workforce Development Bond Act of 2024, which, if approved by the voters, would authorize the issuance of bonds in the amount of $15,995,000,000 pursuant to the State General Obligation Bond Law to finance projects for safe drinking water, wildfire prevention, drought preparation, flood protection, extreme heat mitigation, clean energy, and workforce development programs. This bill contains other related provisions. (Based on 05/26/2023 text)
Status: 05/22/2024 - Re-referred to Com. on N.R. & W.
AB 2346 (Lee) Organic waste reduction regulations: procurement of recovered organic waste products. (Amended 07/03/2024) Link
Existing law requires the State Air Resources Board to complete, approve, and implement a comprehensive strategy to reduce emissions of short-lived climate pollutants in the state to reduce the statewide methane emissions by 40% below 2013 levels by 2030. Existing law requires the Department of Resources Recycling and Recovery, in consultation with the state board, to adopt regulations that achieve specified targets for reducing organic waste in landfills, as provided. The department’s organic waste regulations require local jurisdictions to annually procure a quantity of recovered organic waste products and to comply with their procurement targets by directly procuring recovered organic waste products for use or giveaway or by requiring, through a written agreement, that a direct service provider to the jurisdiction procure recovered organic waste products, or both. Those regulations specify the types of recovered organic waste products that a jurisdiction may procure, including compost that is produced at a compostable material handling operation or facility, or a specified digestion facility that composts onsite. Other regulations of the department require all compostable materials handling activities to obtain a facility permit from the department prior to commencing operations and meet other specified requirements, but exclude from those requirements certain activities that the regulations state do not constitute a compostable material handling operation or facility, including the composting of green material, agricultural material, food material, and vegetative food material, and the handling of compostable materials under certain conditions, as provided. This bill would authorize local jurisdictions to be credited for the procurement of recovered organic waste products through an agreement with a direct service provider, as defined, and would allow the direct service provider
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6 agreement to include the procurement of recovered organic waste products on a prospective basis as long as the purchase of those products occurs during the year for which the local jurisdiction seeks credit, and under other specified circumstances. The bill would also authorize local jurisdictions to count towards their procurement targets, compost produced and procured from specified compost operations, as defined, and, specified investments and expenditures related to meeting its procurement target, as provided. The bill would allow the department, on or before January 1, 2027, to reevaluate, on a regular basis as determined by the department, the per capita procurement target calculation. The bill would authorize a local jurisdiction to determine a local per capita procurement target using information from a local jurisdiction waste characterization study, as specified. The bill would authorize a local jurisdiction to procure a quantity of recovered organic waste products that meets or exceeds a 5- year procurement target, as specified. The bill would require the department, in adopting and revising regulations, to consider other pathways to prioritize local use of compost and to consider developing and adopting methods to prioritize local use of compost, as specified. (Based on 07/03/2024 text) Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) SB 1175 (Ochoa Bogh) Organic waste: reduction goals: local jurisdictions: waivers. (Amended 05/13/2024) Link
Existing law requires the State Air Resources Board to approve and begin implementing a comprehensive short-lived climate pollutant strategy to achieve a certain reduction in statewide emissions of methane, including a goal of a 75% reduction in the level of the statewide disposal of organic waste from the 2014 level by 2025. Existing law requires the Department of Resources Recycling and Recovery, in consultation with the state board, to adopt regulations that achieve those targets for reducing organic waste in landfills that may include, among other things, different levels of requirements for local jurisdictions and phased timelines based upon their progress in meeting the organic waste reduction goals, and penalties to be imposed by the department for noncompliance. The department’s regulations authorize low-population and elevation waivers for a local jurisdiction, based on, among other things, a consideration of the jurisdiction’s census tracts, that exempt the jurisdiction from all or some of the department’s organic waste collection requirements. This bill would require the department to revise the regulations to require the department to consider, in addition to census tracts, alternatives to those census tracts, as provided, when deciding the geographic boundaries of a lowpopulation or elevation waiver, as specified. The bill would prohibit the department from considering those alternatives when deciding the boundaries for those waivers until it adopts the revised regulations. This bill contains other existing laws. (Based on 05/13/2024 text) Status: 06/19/2024 - June 19 set for first hearing. Placed on suspense file.
Calendar: 08/15/24 A-APPROPRIATIONS SUSPENSE Upon adjournment of Session - 1021 O Street, Room 1100 WICKS, BUFFY, Chair
SB 1361 (Blakespear) California Environmental Quality Act: exemption: local agencies: contract for providing services for people experiencing homelessness. (Enrollment 08/05/2024) Link The California Environmental Quality Act (CEQA) requires a lead agency, as defined, to prepare, or cause to be prepared, and certify the completion of an environmental impact report on a project that it proposes to carry out or approve that may have a significant effect on the environment or to adopt a negative declaration if it finds that the project will not have that effect. CEQA also requires a lead agency
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7 to prepare a mitigated negative declaration for a project that may have a significant effect on the environment if revisions in the project would avoid or mitigate that effect and there is no substantial evidence that the project, as revised, would have a significant effect on the environment. CEQA exempts for its requirements, among other things, actions taken by the Department of Housing and Community Development, the California Housing Finance Agency, or a local agency not acting as the lead agency to provide financial assistance or insurance for the development and construction of residential housing for persons and families of low or moderate income, as provided. This bill would additionally exempt from CEQA’s requirements actions taken by a local agency to approve a contract for providing services for people experiencing homelessness, as provided. This bill contains other existing laws. (Based on 04/08/2024 text)
Status: 08/05/2024 - Read third time. Passed. Ordered to the Senate. In Senate. Ordered to engrossing and enrolling.
Governmental Operations
AB 1725 (McCarty) Law enforcement settlements and judgments: reporting. (Amended 06/05/2024) Link
Existing law requires each law enforcement agency to monthly furnish specified information to the Department of Justice regarding the use of force by a peace officer. This bill would require municipalities, as defined, to annually post on their internet websites specified information relating to settlements and judgments of $50,000 or more resulting from allegations of improper police conduct, including, among other information, amounts paid, broken down by individual settlement and judgment, information on bonds used to finance use of force settlement and judgment payments, and settlements or judgments paid by insurance. The bill would also require municipalities to annually post additional information pertaining to settlements and judgments, as specified, irrespective of the amount paid. By increasing requirements for local governments, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 06/05/2024 text) Status: 06/17/2024 - In committee: Referred to suspense file.
AB 2257 (Wilson) Local government: property-related water and sewer fees and assessments:
remedies. (Amended 08/05/2024) Link
The California Constitution specifies various requirements with respect to the levying of assessments and property-related fees and charges by a local agency, including notice, hearing, and protest procedures, depending on the character of the assessment, fee, or charge. Existing law, known as the Proposition 218 Omnibus Implementation Act, prescribes specific procedures and parameters for local jurisdictions to comply with these requirements. This bill would prohibit, if a local agency complies with specified procedures, a person or entity from bringing a judicial action or proceeding alleging noncompliance with the constitutional provisions for any new, increased, or extended fee or assessment, as defined, unless that person or entity has timely submitted to the local agency a written objection to that fee or assessment that specifies the grounds for alleging noncompliance, as specified.
This bill would provide that local agency responses to the timely submitted written objections shall go to the weight of the evidence supporting the agency’s compliance with the substantive limitations on fees
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8 and assessments imposed by the constitutional provisions. The bill would also prohibit an independent cause of action as to the adequacy of the local agency’s responses. This bill would, if the local agency complies with the specified procedures, provide that in any judicial action or proceeding to review, invalidate, challenge, set aside, rescind, void, or annul the fee or assessment for failure to comply with the procedural and substantive requirements of specified constitutional provisions in the fee or assessment setting process, the court’s review is limited to a record of proceedings containing specified documents, except as otherwise provided. The bill would provide that this limitation does not preclude any civil action related to a local agency’s failure to implement a fee or assessment in compliance with the manner adopted by the local agency. The bill would make related findings and declarations. (Based on 08/05/2024 text)
Status: 08/05/2024 - Read second time and amended. Ordered to third reading.
Calendar: 08/08/24 #326 S-ASSEMBLY BILLS - THIRD READING FILE AB 2421 (Low) Employer-employee relations: confidential communications. (Amended 06/17/2024) Link
Existing law that governs the labor relations of public employees and employers, including the MeyersMilias-Brown Act, the Ralph C. Dills Act, and provisions relating to judicial employees, public schools, higher education, the San Francisco Bay Area Rapid Transit District, the Santa Cruz Metropolitan Transit District, the Sacramento Regional Transit District, and other public transit employees, prohibits employers from taking certain actions relating to employee organizations. This includes imposing or threatening to impose reprisals on employees, discriminating or threatening to discriminate against employees, or otherwise interfering with, restraining, or coercing employees because of their exercise of their guaranteed rights. Those provisions further prohibit denying to employee organizations the rights guaranteed to them by existing law. This bill would also prohibit a local public agency employer, a state employer, a judicial employer, a public school employer, a higher education employer, or the district from questioning any employee or employee representative regarding communications made in confidence between an employee and an employee representative in connection with representation relating to any matter within the scope of the recognized employee organization’s representation. The bill would provide that communications between an employee and their employee representative would not be confidential if, at any time, the representative was a witness or party to any of the events forming the basis of a potential administrative disciplinary or criminal investigation. (Based on 06/17/2024 text)
Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) AB 2455 (Gabriel) Whistleblower protection: state and local government procedures. (Amended 06/27/2024) Link
Existing law authorizes a city, county, or city and county auditor or controller to maintain a whistleblower hotline to receive calls from persons who have information regarding fraud, waste, or abuse by local government employees, as specified. Existing law authorizes the county auditor to refer calls received on the whistleblower hotline to the appropriate government authority for review and possible investigation. During the initial review of a call, existing law requires the auditor, controller, or other appropriate governmental agency to hold in confidence information disclosed through the whistleblower hotline, as specified. Upon receiving specific information that an employee or local
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9 government has engaged in an improper government activity, existing law authorizes a city or county auditor to conduct an investigative audit of the matter, as specified. Existing law requires the identity of the individual or individuals reporting the improper government activity, and the subject employee or employees to be kept confidential. Existing law defines “fraud, waste, or abuse” to mean any activity by a local agency or employee that is undertaken in the performance of the employee’s official duties, as described, that is in violation of any local, state, or federal law or regulation relating to, among other things, corruption. This bill would also authorize a city, county, or city and county auditor or controller to maintain a whistleblower hotline to receive calls from persons who have information regarding improper governmental activity, and would recast information regarding fraud, waste, or abuse by local government employees as improper governmental activity. The bill would instead authorize a city or county auditor or controller, or auditor’s or controller’s designee, to conduct an investigative audit of the matter upon receiving specific information that an employee or local government has engaged in a fraud, waste, or abuse or improper governmental activity, as specified. The bill would also require the identity of the individual or individuals reporting the fraud, waste, or abuse, and the subject employee or employees to be kept confidential. The bill would expand the above-described duties and authorizations to the auditor’s or controller’s designee, as specified. The bill would revise the definition of “fraud, waste, or abuse” to also define “improper governmental activity,” and expand the scope of those terms to include activity by a local agency, employee, or contractor or subcontractor. (Based on 06/27/2024 text)
Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) AB 2557 (Ortega) Local agencies: contracts for special services and temporary help: performance reports. (Amended 07/03/2024) Link
Existing law relating to the government of counties authorizes a county board of supervisors to contract for certain types of special services on behalf of the county, any county officer or department, or any district or court in the county. Existing law requires those special services contracts to be with persons who are specially trained, experienced, expert, and competent to perform those services. This bill would require, as of July 1, 2025, each board of supervisors that solicits for and enters into a specified contract for special services, except as specified, to post that contract and any related documents, as specified, on its internet website. The bill would require, as of July 1, 2026, each contract, as described above, to include, among other things, the objectives, desirables, and goals of the contract. The bill would require, before beginning a procurement process to contract for functions, duties, responsibilities, or services, as specified, the board of supervisors, or its representative, to give reasonable written notice to the exclusive employee representative of the workforce affected by the contract of its determination to begin that process. The bill would also require, at least 30 days before the modification or renewal of the above-described contract, the board of supervisors, or its representative, to notify, as specified, the exclusive employee representative of the workforce affected by the contract of the intent to modify or renew the contract. This bill contains other related provisions and other existing laws. (Based on 07/03/2024 text)
Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) Position: Oppose
Notes: 4/24/24: EN tagged as oppose. Marlene said in an email: "Good with your recommendation" 4/30/24: SG sent draft letter to the City for review. 5/6/24: EN received final letter, submitted to portal,
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10 and emailed delegation. 6/5/24: EN reached out to the City about editing the letter to resubmit. 6/6/24:
EN reached out to the City about editing the letter to resubmit due to amendments. 6/6/24: EN submitted letter to Senate Local Government and Senate Labor, emailed delegation and governor's office. 6/11/24: AS me too'd in support in Senate Local Government. 6/18/24: EN sent the City an updated draft letter. 6/20/24: EN received final letter, submitted to Senate LG, emailed delegation and governor's office. 7/3/24: AS testified in opposition in Senate Labor.
AB 2561 (McKinnor) Local public employees: vacant positions. (Amended 07/03/2024) Link Existing law, the Meyers-Milias-Brown Act (act), authorizes local public employees, as defined, to form, join, and participate in the activities of employee organizations of their own choosing for the purpose of representation on matters of labor relations. The act prohibits a public agency from, among other things, imposing or threatening to impose reprisals on employees, discriminating or threatening to discriminate against employees, or otherwise interfering with specified employee rights guaranteed by the act. This bill would require each public agency with high vacancy rates for more than 180 days, at the request of the recognized employee organization, to promptly meet and confer with the representative of the recognized employee organization within 21 days about substantive strategies to fill vacancies and to hold a public hearing within 90 days about high vacancy rates and specified related matters. By imposing new duties on local public agencies, the bill would impose a state-mandated local program. The bill would also include related legislative findings. This bill contains other related provisions and other existing laws. (Based on 07/03/2024 text) Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) SB 1090 (Durazo) Unemployment insurance: disability and paid family leave: claim administration. (Amended 05/16/2024) Link
Existing unemployment compensation disability law requires workers to pay contribution rates based on, among other things, wages received in employment and benefit disbursement, for payment into the Unemployment Compensation Disability Fund, for purposes of compensating in part for the wage loss sustained by any individual who is unable to work due to the employee’s own sickness or injury, among other reasons. Existing law sets forth standards for eligibility to receive unemployment compensation disability benefits. Existing law requires, for purposes of unemployment compensation disability benefits, the Employment Development Department to issue the initial payment for unemployment compensation disability benefits to a monetarily eligible claimant who is otherwise determined eligible by the department within 14 days of receipt of the claimant’s properly completed first disability claim.
Existing law provides for purposes of the paid family leave program that eligible workers shall receive benefits generally in accordance with unemployment and disability compensation law. This bill would instead require, for purposes of unemployment compensation disability benefits, the issuance of the initial payment for those benefits within 14 days of receipt of the claimant’s properly completed first disability claim or as soon as eligibility begins, whichever is later. The bill would apply the same initial payment issuance schedule applicable to unemployment compensation disability benefits to the paid family leave program and repeal the requirement that eligible workers receive benefits generally in accordance with unemployment and disability compensation law. The bill would make these changes operative when the next scheduled improvement of the Employment Development Department’s integrated claims management system is implemented. This bill contains other related provisions and other existing laws. (Based on 05/16/2024 text)
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11 Status: 06/26/2024 - From committee: Do pass and re-refer to Com. on APPR. with recommendation: To consent calendar. (Ayes 15. Noes 0.) (June 26). Re-referred to Com. on APPR.
Calendar: 08/07/24 A-APPROPRIATIONS 9:30 a.m. - 1021 O Street, Room 1100 WICKS, BUFFY, Chair SB 1441 (Allen) Examination of petitions: time limitations and reimbursement of costs. (Amended 04/04/2024) Link
Existing law, the California Public Records Act, requires state and local agencies to make their records available for public inspection, except as provided. Existing law generally includes in the meaning of “public records” any writing containing information relating to the conduct of the public’s business prepared, owned, used, or retained by any state or local agency regardless of physical form or characteristics. Under existing law, certain election petitions are not public records and are not open to inspection except by certain persons. Specifically, existing law authorizes, among other persons, the proponents of a petition found to be insufficient or their designated representative to examine the petition no later than 21 days after certification of the insufficiency. This bill would require the examination to conclude no later than 60 days after it commenced. The bill would also require the proponent to reimburse all costs incurred by the county elections official due to the examination within 30 days after the examination concludes. The bill would, before an examination is conducted and at the beginning of each day following, require the proponent of a petition who requests to examine a petition and a memorandum to deposit with the elections official a sum required by the elections official to cover the cost of the examination for that day. The bill would authorize the return of any money deposited in excess of the cost of the examination and provide that money not required to be refunded be deposited in the appropriate public treasury. This bill contains other related provisions and other existing laws. (Based on 04/04/2024 text)
Status: 06/26/2024 - From committee: Do pass and re-refer to Com. on APPR. (Ayes 6. Noes 2.) (June 26). Re-referred to Com. on APPR.
Calendar: 08/07/24 A-APPROPRIATIONS 9:30 a.m. - 1021 O Street, Room 1100 WICKS, BUFFY, Chair Health and Human Services
SB 363 (Eggman) Facilities for inpatient and residential mental health and substance use disorder:
database. (Amended 05/18/2023) Link
Existing law generally requires the State Department of Public Health to license, inspect, and regulate health facilities, defined to include, among other types of health facilities, an acute psychiatric hospital.
Existing law generally requires the State Department of Social Services to license, inspect, and regulate various types of care facilities, including, among others, a community crisis home. Existing law requires the State Department of Health Care Services to license and regulate facilities that provide residential nonmedical services to adults who are recovering from problems related to alcohol, drug, or alcohol and drug misuse or abuse, and who need alcohol, drug, or alcohol and drug recovery treatment or detoxification services. This bill would require, by January 1, 2026, the State Department of Health Care Services, in consultation with the State Department of Public Health and the State Department of Social Services, and by conferring with specified stakeholders, to develop a real-time, internet-based database
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12 to collect, aggregate, and display information about beds in specified types of facilities, such as chemical dependency recovery hospitals, acute psychiatric hospitals, and mental health rehabilitation centers, among others, to identify the availability of inpatient and residential mental health or substance use disorder treatment. The bill would require the database to include a minimum of specific information, including the contact information for a facility’s designated employee, the types of diagnoses or treatments for which the bed is appropriate, and the target populations served at the facility, and have the capacity to, among other things, enable searches to identify beds that are appropriate for individuals in need of inpatient or residential mental health or substance use disorder treatment. This bill contains other related provisions. (Based on 05/18/2023 text)
Status: 09/01/2023 - September 1 hearing: Held in committee and under submission.
Housing and Land Use
AB 990 (Grayson) Water quality: waste discharge requirements: infill housing projects. (Amended 01/25/2024) Link
The Porter-Cologne Water Quality Control Act (act) designates the State Water Resources Control Board and the California regional water quality control boards as the principal state agencies with authority over matters relating to water quality. The act requires the state board and the regional boards to, among other things, coordinate their respective activities to achieve a unified and effective water quality control program in the state. Under existing law, the state board and the 9 California regional water quality control boards regulate water quality and prescribe waste discharge requirements in accordance with the federal National Pollutant Discharge Elimination System (NPDES) permit program established by the federal Clean Water Act and the act. This bill would require the regional water board, defined to mean the regional water board with geographic boundaries for the San Francisco Bay region, to, by July 1, 2025, initiate modifications to its waste discharge requirements, as specified. The bill would require these modifications to be completed within 6 months of initiation. Before finalizing the modifications, the bill would require the regional water board to make specified findings, including, among other things, that concerns regarding the potential impacts of the draft NPDES permit requirements on the development of housing on infill sites have been adequately addressed. The bill would make these provisions inoperative on July 1, 2028, and would repeal them on January 1, 2029.
This bill contains other related provisions. (Based on 01/25/2024 text) Status: 06/17/2024 - In committee: Referred to suspense file.
AB 1657 (Wicks) The Affordable Housing Bond Act of 2024. (Amended 03/04/2024) Link Under existing law, there are programs providing assistance for, among other things, emergency housing, multifamily housing, farmworker housing, home ownership for very low and low-income households, and downpayment assistance for first-time home buyers. Existing law also authorizes the issuance of bonds in specified amounts pursuant to the State General Obligation Bond Law and requires that proceeds from the sale of these bonds be used to finance various existing housing programs, capital outlay related to infill development, brownfield cleanup that promotes infill development, and housingrelated parks. This bill would enact the Affordable Housing Bond Act of 2024, which, if adopted, would authorize the issuance of bonds in the amount of $10,000,000,000 pursuant to the State General
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13 Obligation Bond Law. Proceeds from the sale of these bonds would be used to finance programs to fund affordable rental housing and homeownership programs, including, among others, the Multifamily Housing Program, the CalHome Program, and the Joe Serna, Jr. Farmworker Housing Grant Program.
This bill would provide for submission of the bond act to the voters at the March 5, 2024, statewide general election in accordance with specified law. This bill contains other related provisions. (Based on 03/04/2024 text)
Status: 03/04/2024 - From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on APPR.
Position: Support
Notes: 6/21/23: EN received letter of support, tagged as support, submitted to Sen GF and Sen Housing, emailed delegation and governor's office. 7/12/23: AS me too'd in Senate Governance and Finance. 8/14/23: SG me too'd in Senate Appropriations Committee.
AB 1789 (Quirk-Silva) Department of Housing and Community Development. (Introduced 01/04/2024) Link
Existing law authorizes the Department of Housing and Community Development, upon appropriation, to make loans or grants, or both loans and grants, to rehabilitate, capitalize operating subsidy reserves for, and extend the long-term affordability of department-funded housing projects that have an affordability restriction that has expired, that have an affordability restriction with a remaining term of less than 10 years, or are otherwise at risk of conversion to market-rate housing. This bill would also authorize the department to make those loans and grants to rehabilitate, capitalize operating subsidy reserves for, and extend the long-term affordability of housing projects that qualify as a challenged development. The bill would define “challenged development” for these purposes to mean a development that meets a specified criteria including that the development is at least 15 years old, serves households of very low income or extremely low income, and has insufficient access to private or other public resources to complete substantial rehabilitation, as determined by the department. This bill would require the department to grant priority for these loans and grants to housing projects that are department funded and have an affordability restriction that has expired or have a remaining term of less than 10 years, or are otherwise at risk for conversion. (Based on 01/04/2024 text) Status: 07/01/2024 - In committee: Referred to suspense file.
AB 1820 (Schiavo) Housing development projects: applications: fees and exactions. (Amended 06/05/2024) Link
Existing law requires a city or county to deem an applicant for a housing development project to have submitted a preliminary application upon providing specified information about the proposed project to the city or county from which approval for the project is being sought. Existing law requires a housing development project be subject only to the ordinances, policies, and standards adopted and in effect when the preliminary application was submitted. This bill would authorize a development proponent that submits a preliminary application for a housing development project to request a preliminary fee and exaction estimate, as defined, and would require a city, county, or city and county to provide the estimate within 30 business days of the submission of the preliminary application. For development fees imposed by an agency other than a city, county, or city and county, the bill would require the
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14 development proponent to request the fee schedule from the agency that imposes the fee without delay. The bill would specify that the preliminary fee and exaction estimate is for informational purposes only and does not affect the scope, amount, or time of payment of any fee or exaction, as specified. This bill contains other related provisions and other existing laws. (Based on 06/05/2024 text) Status: 08/05/2024 - From committee: Be ordered to second reading pursuant to Senate Rule 28.8.
Calendar: 08/08/24 #8 S-ASSEMBLY BILLS - SECOND READING FILE Notes: 4/24/24: Marlene said in an email: "Checked with CDD. Our fees are very transparent and it’s not an issue to provide an estimate – We don’t need to take a position on this one." AB 1886 (Alvarez) Housing Element Law: substantial compliance: Housing Accountability Act. (Amended 07/01/2024) Link
The Planning and Zoning Law requires a city or county to adopt a general plan for land use development within its boundaries that includes, among other things, a housing element. Existing law, commonly referred to as the Housing Element Law, prescribes requirements for a city’s or county’s preparation of, and compliance with, its housing element, and requires the Department of Housing and Community Development to review and determine whether the housing element substantially complies with the Housing Element Law, as specified. If the department finds that a draft housing element or amendment does not substantially comply with the Housing Element Law, existing law requires the legislative body of the city or county to either (A) change the draft element or amendment to substantially comply with the Housing Element Law or (B) adopt the draft housing element or amendment without changes and make specified findings as to why the draft element or amendment substantially complies with the Housing Element Law despite the findings of the department. Existing law requires a planning agency to promptly submit an adopted housing element or amendment to the department and requires the department to review the adopted housing element or amendment and report its findings to the planning agency within 60 days. This bill would require a planning agency that makes the abovedescribed findings as to why a draft housing element or amendment substantially complies with the Housing Element Law despite the findings of the department to submit those findings to the department. The bill would require the department to review those finding in its review of an adopted housing element or amendment. The bill would create a rebuttable presumption of validity for the department’s findings as to whether the adopted element or amendment substantially complies with the Housing Element Law. Because the bill would require planning agencies to submit specified findings to the department with an adopted housing element or amendment, the bill would impose a statemandated local program. This bill contains other related provisions and other existing laws. (Based on 07/01/2024 text)
Status: 08/05/2024 - From committee: Be ordered to second reading pursuant to Senate Rule 28.8.
Calendar: 08/08/24 #12 S-ASSEMBLY BILLS - SECOND READING FILE AB 1889 (Friedman) Conservation element: wildlife and habitat connectivity. (Amended 06/12/2024) Link
Existing law, the Planning and Zoning Law, requires the legislative body of a city or county to adopt a comprehensive general plan that includes various elements, including land use, housing, and
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15 conservation elements, as specified. Existing law requires the conservation element to consider the effect of development within the jurisdiction on natural resources located on public lands. This bill would additionally require the conservation element to consider the effect of development within the jurisdiction on the movement of wildlife and habitat connectivity. The bill would require the conservation element, upon the next update of one or more elements on or after January 1, 2028, to, among other things, identify and analyze connectivity areas, permeability, and natural landscape areas within the jurisdiction, identify and analyze existing or planned wildlife passage features, and consider the impacts of development and the barriers caused by development to wildlife and habitat connectivity. The bill would authorize a city, county, or city and county to incorporate by reference into its general plan an existing plan that meets these requirements. The bill would authorize a city, county, or city and county preparing to update its conservation element to consider incorporating appropriate standards, policies, and implementation programs, consult with specified entities, and consider relevant best available science. The bill would authorize a city, county, or city and county to consult with other appropriate entities and include the above-described required information in a separate component or section of the general plan entitled a wildlife connectivity element. The bill would include related legislative findings and declarations. By adding to the duties of county and city officials in the administration of their land use planning duties, this bill would impose a state-mandated local program.
This bill contains other related provisions and other existing laws. (Based on 06/12/2024 text) Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) AB 1893 (Wicks) Housing Accountability Act: housing disapprovals: required local findings. (Amended 06/26/2024) Link
The Planning and Zoning Law requires a city or county to adopt a general plan for land use development within its boundaries that includes, among other things, a housing element. Existing law, commonly referred to as the Housing Element Law, prescribes requirements for a city’s or county’s preparation of, and compliance with, its housing element, and requires the Department of Housing and Community Development to review and determine whether the housing element substantially complies with the Housing Element Law, as specified. Existing law, the Housing Accountability Act, among other things, prohibits a local agency from disapproving, or conditioning approval in a manner that renders infeasible, a housing development project for very low, low-, or moderate-income households unless the local agency makes written findings as to one of certain sets of conditions, as specified. Among these conditions, the act allows a local agency to disapprove a housing development project that is inconsistent with the jurisdiction’s zoning ordinances and general plan land use designation as it existed on the date the application was deemed complete, if the jurisdiction has adopted a revised housing element that is in substantial compliance with the Housing Element Law, as specified. This bill would make various changes to that condition. The bill would specify that a local agency may disapprove or condition approval of a housing development project or emergency shelter, as described above, if the local agency makes written findings that on the date the application for the housing development project or emergency shelter was deemed complete the jurisdiction did not have an adopted revised housing element that was in substantial compliance with the Housing Element Law and the housing development project is not a builder’s remedy project, as defined. This bill contains other related provisions and other existing laws. (Based on 06/26/2024 text) Status: 07/29/2024 - In committee: Hearing postponed by committee.
Calendar: 08/12/24 S-APPROPRIATIONS 10 a.m. - 1021 O Street, Room 2200 CABALLERO, ANNA, Chair
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16 AB 2023 (Quirk-Silva) Housing element: inventory of land: rebuttable presumptions. (Amended 06/26/2024) Link
The Planning and Zoning Law requires a city or county to adopt a general plan for land use development within its boundaries that includes, among other things, a housing element. Existing law, commonly referred to as the Housing Element Law, prescribes requirements for a city’s or county’s preparation of, and compliance with, its housing element, and requires the Department of Housing and Community Development to review and determine whether the housing element substantially complies with the Housing Element Law, as specified. Existing law requires the housing element to include an inventory of land suitable and available for residential development. If that inventory of sites does not identify adequate sites to accommodate the need for groups of all household income levels, as provided, existing law requires that the local government rezone sites within 3 years after the date the housing element is adopted or within one year if the local government fails to adopt a housing element that the department finds to be in substantial compliance with the Housing Element Law within 120 days of the statutory deadline to adopt the housing element. This bill, for the 7th and each subsequent revision of the housing element, would require a local government to complete the rezoning of sites within one year of the statutory deadline for the adoption of the housing element or the earlier of 3 years after the date the housing element is adopted or 90 days after receipt of comments from the department, as specified, if the local government satisfies certain requirements, including submitting a draft element or draft amendment to the department for review within specified timeframes and adopting a draft element or draft amendment that the department finds to be insubstantial compliance with the Housing Element Law, as specified. This bill contains other related provisions and other existing laws. (Based on 06/26/2024 text)
Status: 07/31/2024 - In committee: Hearing postponed by committee.
Calendar: 08/12/24 S-APPROPRIATIONS 10 a.m. - 1021 O Street, Room 2200 CABALLERO, ANNA, Chair AB 2085 (Bauer-Kahan) Planning and zoning: permitted use: community clinic. (Amended 07/03/2024) Link
The Planning and Zoning Law, among other things, authorizes a development proponent to submit an application for a housing development that is subject to a specified streamlined, ministerial approval process not subject to a conditional use permit, if the development satisfies certain objective planning standards. The California Environmental Quality Act (CEQA) requires a lead agency, as defined, to prepare, or cause to be prepared, and certify the completion of, an environmental impact report on a project that it proposes to carry out or approve that may have a significant effect on the environment or to adopt a negative declaration if it finds that the project will not have that effect. CEQA does not apply to the approval of ministerial projects. This bill would make a development that meets specified objective planning standards, including that, among other things, it is on a parcel that is within a zone where office, retail, health care, or parking are a principally permitted use, a permitted use and would require a local agency to review an application for that development on an administrative, nondiscretionary basis. The bill would require a local agency, within 60 calendar days of receiving an application pursuant to these provisions, to approve or deny the application subject to specified requirements, including that, among other things, if the local agency determines that the development is in conflict with any of the above-described standards, the local agency is required to provide the development proponent written documentation of which standard or standards the development conflicts with, as specified. The bill would provide that a development eligible for approval pursuant to
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17 this process is not a “project” for purposes of CEQA, thereby expanding the exemption for ministerial approval of projects under CEQA. By increasing duties on local governments in reviewing and approving these developments, the bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 07/03/2024 text) Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) AB 2149 (Connolly) Gates: standards: inspection. (Amended 07/03/2024) Link Existing law authorizes an owner of real property to install and operate on their property an electrified security fence, as defined, to protect and secure commercial, manufacturing, or industrial property, that meets specified requirements, except where a local ordinance prohibits that installation and operation.
If a local ordinance allows the installation and operation of an electrified security fence, existing law requires the installation and operation of the electrified security fence to meet the requirements of that ordinance. This bill would require a regulated gate, defined as any gate that weighs more than 50 pounds and is more than 48 inches wide or more than 84 inches high that is intended to be used by the public, an entire community or neighborhood, or any considerable number of persons, except as specified, to meet certain standards. The bill would require each building department to update, on or before July 1, 2026, its code requirements to ensure that any newly installed regulated gate in its jurisdiction meets those standards. The bill would require the owner of a regulated gate to have it inspected on or before July 1, 2026, or upon installation, and have it reinspected, thereafter, at least once every 10 years. The bill would require an owner to maintain a written report regarding the regulated gate’s compliance with the specified requirements for at least 10 years and make the report available to the building department upon request. The bill would require the owner of a regulated gate that a professional or qualified employee, as defined, determines, upon inspection, to pose an immediate threat to safety to immediately stop the use of the gate until necessary repairs are completed and to engage a contractor or qualified employee to perform the repairs necessary to mitigate the emergency condition. The bill would require the owner of a regulated gate to engage a contractor or qualified employee to repair a regulated gate that is in need of repairs within a prescribed period, subject to imposition of an administrative fine by the building department, as specified. The bill would deem a regulated gate that fails to comply with these provisions 30 days after the owner of the gate has been notified of the violation, a public nuisance, and specify that in any case in which a government agency seeks to enjoin the continued use of a regulated gate that is in need of repair or replacement or that poses an immediate threat to the safety of the public, an entire community or neighborhood, or any considerable number of persons, the court may award costs, including the costs of investigation and discovery, and reasonable attorney’s fees, that are not compensated for pursuant to some other provision of law, to the prevailing party. The bill would authorize a district attorney, county counsel, or city attorney to file a complaint for injunctive relief, or seeking a civil penalty, against an owner of a regulated gate for a violation of these provisions. Because the bill would require local officials to perform additional duties, it would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 07/03/2024 text) Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) AB 2199 (Berman) California Environmental Quality Act: exemption: residential or mixed-use housing projects. (Amended 06/06/2024) Link
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18 The California Environmental Quality Act (CEQA) requires a lead agency, as defined, to prepare, or cause to be prepared, and certify the completion of an environmental impact report on a project that it proposes to carry out or approve that may have a significant effect on the environment or to adopt a negative declaration if it finds that the project will not have that effect. Existing law, until January 1, 2025, exempts from CEQA residential or mixed-use housing projects, as defined, located in unincorporated areas of a county meeting certain requirements, except for residential or mixed-use housing projects if certain conditions exist, as specified. Existing law requires a lead agency, if the lead agency determines that a residential or mixed-use housing project qualifies for this exemption from CEQA and determines to approve or carry out the project, to file a notice of exemption with the Office of Planning and Research and the county clerk in the county in which the project is located. This bill would extend the operation of that exemption until January 1, 2035. 2032. By also extending the requirement on a lead agency to determine the applicability of the exemption and to file a notice of exemption with the office and the county clerk, this bill would impose a state-mandated local program. The bill would also make this exemption inapplicable to a residential or mixed-use housing project that may cause substantial adverse impact to tribal cultural resources, as defined. This bill contains other related provisions and other existing laws. (Based on 06/06/2024 text) Status: 08/05/2024 - From committee: Be ordered to second reading pursuant to Senate Rule 28.8.
Calendar: 08/08/24 #27 S-ASSEMBLY BILLS - SECOND READING FILE AB 2243 (Wicks) Affordable Housing and High Road Jobs Act of 2022: objective standards and affordability and site criteria. (Amended 08/05/2024) Link Existing law, the Affordable Housing and High Road Jobs Act of 2022, until January 1, 2033, authorizes a development proponent to submit an application for an affordable housing development or a mixedincome housing development that meets specified objective standards and affordability and site criteria, including being located within a zone where office, retail, or parking are a principally permitted use. The act makes a development that meets those objective standards and affordability and site criteria a use by right and subject to one of 2 streamlined, ministerial review processes depending on, among other things, the affordability requirements applicable to the project. This bill would make various changes to the objective standards and affordability and site criteria applicable to an affordable housing development or mixed-income housing development subject to the streamlined, ministerial review process under the act. Among other changes to those objective standards, the bill would prohibit an affordable housing development subject to the act from demolishing a historic structure that was placed on a national, state, or local historic register. This bill contains other related provisions and other existing laws. (Based on 08/05/2024 text)
Status: 08/05/2024 - From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on APPR.
Calendar: 08/12/24 S-APPROPRIATIONS 10 a.m. - 1021 O Street, Room 2200 CABALLERO, ANNA, Chair AB 2430 (Alvarez) Planning and zoning: density bonuses: monitoring fees. (Amended 06/20/2024) Link
Existing law, commonly referred to as the Density Bonus Law, requires a city, county, or city and county to provide a developer that proposes a housing development within the city or county with a density
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19 bonus, waivers or reductions of development standards and parking ratios, and other incentives or concessions, as specified, if the developer agrees to construct certain types of housing, including a housing development in which 100% of the units are for lower income households, except that up to 20% of the units in the development may be for moderate-income households, as specified. This bill would prohibit a city, county, or city and county from charging a monitoring fee, as defined, on those types of housing developments if certain conditions are met, except as specified. The bill would provide that, beginning on January 1, 2025, any housing development that is currently placed in service, is subject to monitoring fees, and meets those conditions shall no longer be subject to those fees. By imposing new duties on local governments, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 06/20/2024 text) Status: 08/05/2024 - From committee: Be ordered to second reading file pursuant to Senate Rule 28.8 and ordered to Consent Calendar.
Position: No Position
Calendar: 08/08/24 #100 S-ASSEMBLY BILLS - SECOND READING FILE Notes: 4/24/24: EN tagged as oppose unless amended. Marlene said in an email: "Foster City recently adopted BMR unit monitoring fees which go into effect from July 1 – We’re fine with the recommended ‘Oppose unless amended to clarify that HCD will assume all monitoring and enforcement duties of developments subject to this measure.’" 6/7/24: EN removed position.
AB 2485 (Carrillo, Juan) Regional housing need: determination. (Amended 07/03/2024) Link The Planning and Zoning Law requires each county and city to adopt a comprehensive, long-term general plan for the physical development of the county or city, which includes, among other mandatory elements, a housing element. That law requires, for the 4th and subsequent revisions of the housing element, the Department of Housing and Community Development (department), in consultation with each council of governments, where applicable, to determine the existing and projected need for housing for each region, at least 2 years prior to the scheduled revision of the housing element, as specified. That law requires the department’s determination to be based upon population projections produced by the Department of Finance and regional population forecasts developed by the council of governments and used for the preparation of the regional transportation plan, as specified. That law also requires the department to meet and consult with the council of governments regarding the assumptions and methodologies to be used to determine a region’s housing need and requires the council of governments to provide data assumptions from the council of governments’ projections, as specified. That law authorizes the department to accept or reject the information provided by the council of governments and, requires the department, after consultation with the council of governments, to make determinations on the data assumptions and the methodology the department will use to determine the region’s housing need, as specified. That law requires the department to provide its determinations to the council of governments, as specified. This bill would for the 8th and subsequent revisions of the housing element require the department to convene and engage stakeholders to consider improvements to the process of determining the existing and projected housing need for each region before determining any region’s existing projected housing need. The bill would require the department, prior to finalization of the regional determination, as specified, to publish on the department’s internet website a summary of the information the department considered and determinations made by the department to improve the process of determining the existing and
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20 projected housing need for each region. The bill would additionally require the department to publish on its internet website the data sources, analyses, and methodology, including assumptions and factors used in and applied to the Department of Finance’s population projections and engagement process with the council of governments prior to finalization of the regional determination. The bill would additionally require the department to publish its determinations on the data assumptions and methodology it will use to determine a region’s housing need on the department’s internet website. (Based on 07/03/2024 text)
Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) AB 2533 (Carrillo, Juan) Accessory dwelling units: junior accessory dwelling units: unpermitted developments. (Amended 05/30/2024) Link
Existing law, the Planning and Zoning Law, authorizes a local agency, by ordinance or ministerial approval, to provide for the creation of accessory dwelling units in areas zoned for residential use, as specified. Existing law prohibits a local agency from denying a permit for an unpermitted accessory dwelling unit that was constructed before January 1, 2018, because the accessory dwelling unit is in violation of building standards or state or local standards applicable to accessory dwelling units, unless the local agency makes a finding that correcting the violation is necessary to protect the health and safety of the public or the occupants of the structure. Existing law makes those provisions inapplicable to a substandard building, as specified. This bill would instead prohibit a local agency from denying a permit for an unpermitted accessory dwelling unit or junior accessory dwelling unit that was constructed before January 1, 2020, for those violations, unless the local agency makes a finding that correcting the violation is necessary to comply with conditions that would otherwise deem a building substandard. The bill would require a local agency to inform the public about the provisions prohibiting denial of a permit for an unpermitted accessory dwelling unit or junior accessory dwelling unit. The bill would require this information to include a checklist of the conditions that deem a building substandard and to inform homeowners that, before submitting a permit application, the homeowner may obtain a confidential third-party code inspection from a licensed contractor. The bill would prohibit a local agency from requiring a homeowner to pay impact fees or connection or capacity charges except under specified circumstances. By imposing additional duties on local agencies, the bill would impose a statemandated local program. The bill would authorize an inspector from a local agency, upon receiving an application for a permit for a previously unpermitted accessory dwelling unit or junior accessory dwelling unit constructed before January 1, 2020, to inspect the unit for compliance with health and safety standards and provide recommendations to comply with health and safety standards. The bill would prohibit the local agency from penalizing an applicant for having the unpermitted accessory dwelling unit and would require the local agency to approve necessary permits to correct noncompliance with health and safety standards. This bill contains other related provisions and other existing laws. (Based on 05/30/2024 text)
Status: 08/05/2024 - From committee: Be ordered to second reading file pursuant to Senate Rule 28.8 and ordered to Consent Calendar.
Calendar: 08/08/24 #101 S-ASSEMBLY BILLS - SECOND READING FILE AB 2553 (Friedman) Housing development: major transit stops: vehicular traffic impact fees. (Amended 06/12/2024) Link
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21 Existing law, the California Environmental Quality Act (CEQA) requires a lead agency, as defined, to prepare, or cause to be prepared, and certify the completion of an environmental impact report on a project that it proposes to carry out or approve that may have a significant effect on the environment or to adopt a negative declaration if it finds that the project will not have that effect. CEQA also requires a lead agency to prepare a mitigated negative declaration for a project that may have a significant effect on the environment if revisions in the project would avoid or mitigate that effect and there is no substantial evidence that the project, as revised, would have a significant effect on the environment.
CEQA exempts from its requirements residential projects on infill sites and transit priority projects that meet certain requirements, including a requirement that the projects are located within 1/2 mile of a major transit stop. CEQA defines “major transit stop” to include, among other locations, the intersection of 2 or more major bus routes with a frequency of service interval of 15 minutes or less during the morning and afternoon peak commute periods. This bill would revise the definition of “major transit stop” to increase the frequency of service interval to 20 minutes. This bill contains other related provisions and other existing laws. (Based on 06/12/2024 text) Status: 08/05/2024 - Read second time. Ordered to third reading.
Calendar: 08/08/24 #313 S-ASSEMBLY BILLS - THIRD READING FILE AB 2583 (Berman) School zones: speed limits. (Amended 06/27/2024) Link Existing law establishes a prima facie speed limit of 25 miles per hour when approaching or passing a school building or grounds contiguous to a highway or when the school grounds are not separated from the highway, as specified. Existing law authorizes a local authority, by ordinance or resolution, to reduce the prima facie speed limit based on an engineering and traffic survey, as specified. This bill would, until January 1, 2028, instead establish a prima facie speed limit of 25 miles per hour in a school zone, as defined, subject to specified conditions, including, among others, when a school speed limit sign states “when children are present” and children are present, as defined, and when a school speed limit sign states specific hours, as specified. The bill would, notwithstanding the above provision and until January 1, 2028, authorize a local authority, by ordinance or resolution, to determine and declare a prima facie speed limit of 20 miles per hour in a school zone. The bill would, beginning on January 1, 2028, establish a prima facie speed limit of 20 miles per hour in a school zone, subject to conditions similar to those described above. By establishing new prima facie speed limits in school zones that would require changes to local speed limit signs, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 06/27/2024 text) Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) AB 2632 (Wilson) Planning and zoning: thrift retail stores. (Amended 07/02/2024) Link Existing law, the Planning and Zoning Law, among other things, requires the legislative body of each county and city to adopt a comprehensive, long-term general plan for the physical development of the county or city and of any land outside its boundaries that relates to its planning. Existing law authorizes the legislative body, if it deems it to be in the public interest, to amend all or part of an adopted general plan, as provided. Existing law also authorizes the legislative body of any county or city, pursuant to specified procedures, to adopt ordinances that, among other things, regulate the use of buildings, structures, and land as between industry, business, residences, open space, and other purposes. This bill would prohibit a local agency, as defined, from treating a thrift retail store, as defined, differently from a
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22 nonthrift retail store engaged in the sale of new items that are similar to items sold by a thrift retail store for purposes of zoning, development standards, or permitting, except as specified. The bill would allow a local agency to require that thrift retail stores meet certain aesthetic or design standards, as prescribed. The bill would prohibit a local agency from prohibiting a thrift retail store from receiving used and donated items for sale in the store or other thrift retail stores, or reuse or recycling, or both reuse and recycling, through other means. This bill contains other related provisions and other existing laws. (Based on 07/02/2024 text)
Status: 08/05/2024 - From committee: Be ordered to second reading pursuant to Senate Rule 28.8.
Calendar: 08/08/24 #46 S-ASSEMBLY BILLS - SECOND READING FILE AB 2667 (Santiago) Affirmatively furthering fair housing: housing element: reporting. (Amended 06/17/2024) Link
Existing law requires a public agency to administer its programs and activities relating to housing and community development in a manner to affirmatively further fair housing, and take no action that is materially inconsistent with its obligation to affirmatively further fair housing. Existing law defines “affirmatively furthering fair housing” as taking meaningful actions that, taken together, address significant disparities in housing needs and in access to opportunity, replacing segregated living patterns with truly integrated and balanced living patterns, transforming racially and ethnically concentrated areas of poverty into areas of opportunity, and fostering and maintaining compliance with civil rights and fair housing laws. This bill would require the Department of Housing and Community Development to develop a standardized reporting format for programs and actions taken with regards to the local agency affirmatively further fair housing that enables the reporting of the assessment components described-above, as specified. The bill would require local governments to utilize the standardized reporting format for the 7th and each subsequent revision of the housing element. This bill contains other related provisions and other existing laws. (Based on 06/17/2024 text) Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) AB 2675 (Low) Planning and zoning: regional housing needs: exchange of allocation. (Amended 05/06/2024) Link
The Planning and Zoning Law requires the legislative body of each county and city to adopt a comprehensive, long-term general plan for the physical development of the county or city that includes, among other specified mandatory elements, a housing element. That law, for the 4th and subsequent revisions of the housing element, requires the Department of Housing and Community Development to determine the existing and projected need for housing for each region. That law further requires the appropriate council of governments, or, for cities and counties without a council of governments, the department, to adopt a final regional housing plan that allocates a share of the regional housing need to each city, county, or city and county in accordance with certain requirements. This bill would authorize a city or county, by agreement, to transfer all or a portion of its allocation of regional housing need to another city or county. The bill would allow the transferring city to pay the transferee city or county an amount determined by that agreement, as well as a surcharge to offset the impacts and associated costs of the additional housing on the transferee city. The bill would also require the transferring city or county and the transferee city or county to report to the council of governments and the department specified information about the transfer, as provided. (Based on 05/06/2024 text)
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23 Status: 05/07/2024 - Re-referred to Com. on RLS.
AB 2728 (Gabriel) Planning and zoning: housing development: independent institutions of higher education and religious institutions. (Amended 06/17/2024) Link The Planning and Zoning Law requires each county and city to adopt a comprehensive, long-term general plan that includes, among other mandatory elements, a housing element. That law requires the city’s or county’s planning agency, after the legislative body has adopted a general plan, to submit an annual report to the legislative body, the Office of Planning and Research, and the Department of Housing and Community Development. This bill would require a local government to include in the annual report specified information relating to housing development projects under the act, including the number of applications submitted and the total number of building permits issued under the act.
The bill would require the Department of Housing and Community Development, by July 1, 2025, to develop and publish a list of existing state grants and financial incentives available for the planning, construction, and operation of very low, low-, and moderate-income housing on land owned by religious institutions and independent institutions of higher education, and a set of model partnership agreements that can be used by those institutions when they partner with an affordable housing builder. This bill contains other related provisions and other existing laws. (Based on 06/17/2024 text) Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) AB 2729 (Patterson, Joe) Development projects: permits and other entitlements: fees and charges. (Amended 08/05/2024) Link
The Planning and Zoning Law requires each county and each city to adopt a comprehensive, long-term general plan for its physical development, and the development of specified land outside its boundaries, that includes, among other mandatory elements, a housing element. Existing law, the Permit Streamlining Act, among other things, requires a public agency that is the lead agency for a development project to approve or disapprove that project within specified time periods. Existing law extended by 18 months the period for the expiration, effectuation, or utilization of a housing entitlement, as defined, that was issued before, and was in effect on, March 4, 2020, and that would expire before December 31, 2021, except as specified. Existing law provides that if the state or a local agency extended the otherwise applicable time for the expiration, effectuation, or utilization of a housing entitlement for not less than 18 months, as specified, that housing entitlement would not be extended an additional 18 months pursuant to these provisions. This bill would extend by 18 months the period for the expiration, effectuation, or utilization of a housing entitlement, as defined, that was issued before January 1, 2024, and that will expire before December 31, 2025, except as specified. The bill would toll this 18-month extension during any time that the housing entitlement is the subject of a legal challenge. By adding to the duties of local officials with respect to housing entitlements, this bill would impose a state-mandated local program. The bill would include findings that changes proposed by this bill address a matter of statewide concern rather than a municipal affair and, therefore, apply to all cities, including charter cities. This bill contains other existing laws. (Based on 08/05/2024 text) Status: 08/05/2024 - Read second time and amended. Ordered to third reading.
Calendar: 08/08/24 #312 S-ASSEMBLY BILLS - THIRD READING FILE AB 2904 (Quirk-Silva) Zoning ordinances: notice. (Amended 05/30/2024) Link
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24 Existing law requires the planning commission to hold a public hearing on any zoning ordinance or an amendment to a zoning ordinance that changes any property from one zone to another. Existing law, if the proposed ordinance or amendment to a zoning ordinance affects the permitted uses of real property, requires notice of the hearing to be, among other things, mailed or delivered at least 10 days prior to the hearing to the owner of the subject real property, as specified. This bill would instead require notice of the planning commission’s hearing on a proposed zoning ordinance or amendment to a zoning ordinance, if the proposed ordinance or amendment to a zoning ordinance affects the permitted uses of real property, to be published, posted, mailed, and delivered, or advertised, as applicable, at least 20 days before the hearing. This bill contains other related provisions and other existing laws. (Based on 05/30/2024 text)
Status: 06/11/2024 - Read second time. Ordered to third reading.
Calendar: 08/08/24 #175 S-ASSEMBLY BILLS - THIRD READING FILE AB 3012 (Grayson) Development fees: fee schedule template: fee estimate tool. (Amended 06/12/2024) Link
Existing law, the Permit Streamlining Act, which is part of the Planning and Zoning Law, requires each public agency to provide a development project applicant with a list that specifies the information that will be required from any applicant for a development project. The act requires a city, county, or special district that has an internet website to make available on its internet website certain information, as applicable, including its current schedule of fees and exactions. This bill would require a city or county that has an internet website to make a fee estimate tool that the public can use to calculate an estimate of fees and exactions, as specified, for a proposed housing development project available on its internet website. The bill would authorize the city or county to choose the format of the fee estimate tool. The bill would require a city or county with a population of greater than 500,000 to meet these requirements on or before July 1, 2031. The bill would require a city or county with a population of 500,000 or fewer to meet these requirements on or before July 1, 2032. By requiring a city or county to include a fee estimate tool on its internet website, the bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 06/12/2024 text) Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) Position: No Position
Notes: 4/24/24: EN tagged as oppose unless amended. Marlene said in an email: "Good with - An Oppose Unless Amended that shows that we are not opposed to the concept, but rather pose to the costly requirements with shrinking revenues and VLF funding (a key revenue source) seemingly at risk to fund essential services." 6/7/24: EN removed position.
AB 3057 (Wilson) California Environmental Quality Act: exemption: junior accessory dwelling units ordinances. (Amended 04/08/2024) Link
The California Environmental Quality Act (CEQA) requires a lead agency, as defined, to prepare, or cause to be prepared, and certify the completion of an environmental impact report on a project that it proposes to carry out or approve that may have a significant effect on the environment or to adopt a negative declaration if it finds that the project will not have that effect. CEQA also requires a lead agency
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25 to prepare a mitigated negative declaration for a project that may have a significant effect on the environment if revisions in the project would avoid or mitigate that effect and there is no substantial evidence that the project, as revised, would have a significant effect on the environment. CEQA exempts from its requirements the adoption of an ordinance by a city or county to issue a zoning variance, special use permit, or conditional use permit for a dwelling unit to be constructed, or which is attached to or detached from, a primary residence on a parcel zoned for a single-family residence, as provided, or and the adoption of an ordinance to provide for the creation of accessory dwelling units in areas zoned to allow single-family or multifamily dwelling residential use. This bill would expand the above CEQA exemption to include the adoption of an ordinance by a city or county to provide for the creation of junior accessory dwelling units in single-family residential zones. This bill contains other existing laws. (Based on 04/08/2024 text)
Status: 08/05/2024 - Read second time. Ordered to Consent Calendar.
Calendar: 08/08/24 #334 S-CONSENT CALENDAR FIRST LEGISLATIVE DAY AB 3093 (Ward) Land use: housing element: streamlined multifamily housing. (Amended 07/03/2024) Link
The Planning and Zoning Law requires a city or county to adopt a general plan for land use development that includes, among other things, a housing element. That law defines various terms for purposes of requirements applicable to the housing element. Under existing law, a housing element is required to include specified information, including an analysis of special housing needs, such as those of the elderly, and quantification of the locality’s existing and projected housing needs for all income levels, including extremely low income households, calculated as provided. This bill would define acutely low, extremely low, very low, lower, moderate, and above moderate income for purposes of requirements applicable to the housing element, and would make related changes. The bill would modify the specified information required to be included in the housing element, including by removing the calculation method for extremely low income households and by specifying acutely and extremely low income households as a special housing need for the 7th and subsequent revisions of the housing element. This bill contains other related provisions and other existing laws. (Based on 07/03/2024 text) Status: 07/31/2024 - In committee: Hearing postponed by committee.
Calendar: 08/12/24 S-APPROPRIATIONS 10 a.m. - 1021 O Street, Room 2200 CABALLERO, ANNA, Chair AB 3122 (Kalra) Streamlined housing approvals: objective planning standards and subdivision applications. (Amended 07/01/2024) Link
Existing law, the Planning and Zoning Law, authorizes a development proponent to submit an application for a multifamily housing development that is subject to a streamlined, ministerial approval process, as provided, and not subject to a conditional use permit, if the development satisfies specified objective planning standards, including, among others, that the development is subject to a requirement mandating a minimum percentage of below market rate housing based on, among other things, that the project seeking approval dedicates 50% of the total number of units, as specified, to housing affordable to households making at or below 80% of the area median income. Existing law provides, however, that a local ordinance adopted by the locality that requires that greater than 50% of the units be dedicated to housing affordable to households making at or below 80% of the area median income applies. This
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26 bill would also include as an objective planning standard, notwithstanding that provision, if the project application was submitted prior to January 1, 2019, and the project includes at least 500 units or more of housing, that the project dedicates 20% of the total number of units, as specified, as affordable units, with at least 9% affordable to households making at or below 50% of the area median income and the remainder affordable to households making at or below 80% of the area median income. The bill would instead provide, notwithstanding the above-described provisions, that a local ordinance adopted by the locality that requires that greater than 50%, or greater than 20%, as applicable, of the units be dedicated to housing affordable to households making at or below 80% of the area median income applies. This bill contains other related provisions and other existing laws. (Based on 07/01/2024 text) Status: 08/05/2024 - From committee: Be ordered to second reading pursuant to Senate Rule 28.8.
Calendar: 08/08/24 #65 S-ASSEMBLY BILLS - SECOND READING FILE AB 3177 (Carrillo, Wendy) Mitigation Fee Act: land dedications: mitigating vehicular traffic impacts. (Amended 06/13/2024) Link
Existing law, the Mitigation Fee Act, imposes various requirements with respect to the establishment, increase, or imposition of a fee by a local agency as a condition of approval of a development project.
Existing law requires a local agency that imposes a fee on a housing development for the purpose of mitigating vehicular traffic impacts to set the rate for the fee to reflect a lower rate of automobile trip generation if the housing development satisfies specified characteristics, including that the housing development is located within1/2 mile of a transit station, as specified. Existing law defines transit station for these purposes to mean a rail or light-rail station, ferry terminal, bus hub, or bus transfer station. This bill would instead require the housing development to be located within a transit priority area, as specified, for purposes of a local agency setting the rate for a mitigating vehicular traffic impacts fee to reflect a lower rate of automobile trip generation. The bill would define “transit priority area” as an area within 1/2 mile of a major transit stop that is existing or planned, if the planned stop is scheduled to be completed within the planning horizon included in a Transportation Improvement Program or applicable regional transportation plan. This bill would prohibit a local agency from imposing a land dedication requirement, as defined, on a housing development to widen a roadway if the land dedication requirement is for the purpose of mitigating vehicular traffic impacts, achieving an adopted traffic level of service related to vehicular traffic, or achieving a desired roadway width. The bill, notwithstanding that prohibition, would authorize a local agency to, among other things, impose a land dedication requirement on a housing development if the housing development is not located in a transit priority area and the housing development has a linear street frontage of 500 feet or more. This bill contains other related provisions and other existing laws. (Based on 06/13/2024 text) Status: 08/05/2024 - From committee: Be ordered to second reading pursuant to Senate Rule 28.8.
Calendar: 08/08/24 #70 S-ASSEMBLY BILLS - SECOND READING FILE SB 7 (Blakespear) Regional housing need: determination. (Amended 06/10/2024) Link The Planning and Zoning Law requires each county and city to adopt a comprehensive, long-term general plan for the physical development of the county or city, which includes, among other mandatory elements, a housing element. That law requires, for the 4th and subsequent revisions of the housing element, the Department of Housing and Community Development (department) to determine the
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27 existing and projected need for housing for each region, as specified. That law requires the department, in consultation with the council of governments, to determine the existing and projected need of housing for each region in a specified manner. That law requires the department’s determination to be based upon population projections produced by the Department of Finance, as specified. That law also requires the department to meet and consult with the council of governments regarding the assumptions and methodologies to be used to determine each region’s housing need and requires the council of governments to provide data assumptions from the council of governments’ projections, as specified. That law authorizes the department to accept or reject the information provided by the council of governments and, after consultation with each council of governments, to make determinations on the council of governments’ data assumptions and the methodology the department will use to determine each region’s housing need. That law requires the department to provide its determinations to each council of governments, as specified. That law, upon making that determination, authorizes the council of governments to object to the determination. This bill, for regions in which the department is required to distribute the regional housing need, would prohibit a city or county from filing an objection to the regional housing need determination. The bill would also make conforming changes. (Based on 06/10/2024 text)
Status: 06/26/2024 - From committee: Do pass and re-refer to Com. on APPR. (Ayes 6. Noes 0.) (June 26). Re-referred to Com. on APPR.
Calendar: 08/07/24 A-APPROPRIATIONS 9:30 a.m. - 1021 O Street, Room 1100 WICKS, BUFFY, Chair SB 735 (Cortese) San Francisco Bay Area Regional Housing Finance Act: expenditure of funds: public works. (Amended 06/27/2024) Link
Existing law, the San Francisco Bay Area Regional Housing Finance Act, establishes the Bay Area Housing Finance Authority to raise, administer, and allocate funding for affordable housing in the San Francisco Bay area, as defined, and provide technical assistance at a regional level for tenant protection, affordable housing preservation, and new affordable housing production. The act vests the authority with various powers, including authorizing it to place a measure on the ballot to raise revenue and allocate funds throughout the San Francisco Bay area, apply for and receive grants or loans from public and private entities, incur and issue bonds and other indebtedness, and otherwise incur liabilities or obligations, as specified. The act authorizes the authority to allocate and deploy financing to cities, counties, other public agencies within the San Francisco Bay area, and private affordable housing developers to finance affordable housing development, as specified. The act requires revenue generated pursuant to the act be used for the construction of new affordable housing, affordable housing preservation, tenant protection programs, planning and technical assistance related to affordable housing, and for infrastructure to support housing and other purposes, as specified. Under this bill, a construction or rehabilitation project receiving funding or financing from revenue under the act, as specified, would constitute a public work for which prevailing wages are required to be paid pursuant to existing law. The bill would require that certain projects with 40 units or more be eligible to receive funding or financing from revenue generated under the act only if all construction and rehabilitation will be subject to a project labor agreement, as defined, with the same terms as the San Francisco Bay Area Rapid Transit District Major Projects Project Stabilization Agreement, as specified and defined, except that if a regional or countywide project labor agreement, as defined, that meets certain requirements is negotiated, then the bill would provide that those projects are eligible for funding or financing from the agency only if all construction and rehabilitation is subject to that project labor agreement. The bill would authorize the authority to negotiate and enter into project labor agreements for projects
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28 receiving funding or financing from revenue generated under the act. This bill contains other related provisions and other existing laws. (Based on 06/27/2024 text) Status: 06/27/2024 - Read second time and amended. Re-referred to Com. on APPR.
Calendar: 08/07/24 A-APPROPRIATIONS 9:30 a.m. - 1021 O Street, Room 1100 WICKS, BUFFY, Chair SB 834 (Portantino) Vehicles: preferential parking: residential, commercial, or other development project. (Amended 02/22/2024) Link
The Planning and Zoning Law requires each county and city to adopt a comprehensive, long-term general plan for its physical development, and the development of certain lands outside its boundaries, that includes, among other mandatory elements, a land use element, and a conservation element.
Existing law also authorizes the legislative body of a city or a county to adopt ordinances establishing requirements for parking, and permits variances to be granted from the parking requirements of a zoning ordinance for nonresidential development if the variance will be an incentive to the development and the variance will facilitate access to the development by patrons of public transit facilities. Existing law prohibits a public agency from imposing any minimum automobile parking requirement on any residential, commercial, or other development project, as defined, that is located within 1/2 mile of public transit, as defined. Existing law, notwithstanding the above-described prohibition, authorizes a city, county, or city and county to impose or enforce minimum automobile parking requirements on a housing development project if specified conditions are met. Existing law authorizes a local authority to authorize preferential parking for designated groups to park on specified streets if the local authority determines that use of the permits will not adversely affect parking conditions for residents and merchants in the area. This bill would prohibit a local authority from issuing any permit conferring preferential parking privileges to any residents or vendors of any developments within 1/2 mile of public transit and exempt from parking minimums. The bill would require the local authority to revise the boundaries of any such preferential parking district to exclude those developments from its boundaries.
The bill would make related findings and declarations, and state that it is the intent of the Legislature to discourage car use by incentivizing development near public transit. The bill finds that reducing greenhouse gases and dependence on car use is a matter of statewide concern and not a municipal affair, and this bill applies to all cities, including charter cities. By changing the duties of local planning officials, this bill would impose a state-mandated local program. (Based on 02/22/2024 text) Status: 02/29/2024 - Re-referred to Com. on RLS. pursuant to Assembly Rule 96.
SB 937 (Wiener) Development projects: permits and other entitlements: fees and charges. (Amended 06/27/2024) Link
The Planning and Zoning Law requires each county and each city to adopt a comprehensive, long-term general plan for its physical development, and the development of specified land outside its boundaries, that includes, among other mandatory elements, a housing element. Existing law, the Permit Streamlining Act, among other things, requires a public agency that is the lead agency for a development project to approve or disapprove that project within specified time periods. Existing law extended by 18 months the period for the expiration, effectuation, or utilization of a housing entitlement, as defined, that was issued before, and was in effect on, March 4, 2020, and that would expire before December 31, 2021, except as specified. Existing law provides that if the state or a local agency extended the otherwise applicable time for the expiration, effectuation, or utilization of a
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29 housing entitlement for not less than 18 months, as specified, that housing entitlement would not be extended an additional 18 months pursuant to these provisions. This bill would extend by 24 months the period for the expiration, effectuation, or utilization of a housing entitlement for a priority designated residential development project, as those terms are defined, that was issued before January 1, 2024, and that will expire before December 31, 2025, except as specified. The bill would toll this 24-month extension during any time that the housing entitlement is the subject of a legal challenge. By adding to the duties of local officials with respect to housing entitlements, this bill would impose a statemandated local program. The bill would include findings that changes proposed by this bill address a matter of statewide concern rather than a municipal affair and, therefore, apply to all cities, including charter cities. This bill contains other related provisions and other existing laws. (Based on 06/27/2024 text)
Status: 06/27/2024 - Read second time and amended. Re-referred to Com. on APPR.
Calendar: 08/07/24 A-APPROPRIATIONS 9:30 a.m. - 1021 O Street, Room 1100 WICKS, BUFFY, Chair SB 1037 (Wiener) Planning and zoning: housing element: enforcement. (Amended 06/13/2024) Link Existing law, the Planning and Zoning Law, requires a city or county to adopt a general plan for land use development within its boundaries that includes, among other things, a housing element. The Planning and Zoning Law requires the Department of Housing and Community Development (HCD) to determine whether the housing element is in substantial compliance with specified provisions of that law. The Planning and Zoning Law requires HCD to notify a city, county, or city and county, and authorizes HCD to notify the office of the Attorney General, that the city, county, or city and county is in violation of state law if the local government has taken action in violation of specified provisions of law. The Planning and Zoning Law also requires, among other things, that an application for a housing development be subject to a specified streamlined, ministerial approval process if the development satisfies certain objective planning standards. This bill, in any action brought by the Attorney General, on behalf of HCD or in an independent capacity, to enforce the adoption of housing element revisions, as specified, or to enforce any state law that requires a city, county, or local agency to ministerially approve any planning or permitting application related to a housing development project, as specified, would subject the city, county, or local agency to specified remedies, including a civil penalty of, at minimum, $10,000 per month, and not exceeding $50,000 per month, for each violation, as specified. The bill would require that the penalties set forth in its provisions only apply when the local agency’s acts or omissions, as described, are arbitrary, capricious, or entirely lacking in evidentiary support, contrary to established public policy, unlawful, or procedurally unfair. The bill would require these civil penalties, as specified, to be deposited into the Building Homes and Jobs Trust Fund for the sole purpose of supporting the development of affordable housing located in the affected jurisdiction, except as provided, and would require that expenditure of any penalty moneys deposited into the fund under these provisions be subject to appropriation by the Legislature. In the event a city, county, or local agency fails to pay civil penalties imposed by the court, the bill would authorize the court to require the Controller to intercept any available state and local funds and direct those funds to the Building Homes and Jobs Trust Fund to correct the jurisdiction’s failure to pay, as specified. This bill contains other related provisions. (Based on 06/13/2024 text)
Status: 07/03/2024 - Read second time. Ordered to third reading.
Calendar: 08/08/24 #83 A-THIRD READING FILE - SENATE BILLS
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30 SB 1123 (Caballero) Planning and zoning: subdivisions: ministerial review. (Amended 06/27/2024) Link
Existing law, known as the Starter Home Revitalization Act of 2021, among other things, requires a local agency to ministerially consider, without discretionary review or a hearing, a parcel map or a tentative and final map for a housing development project that meets certain requirements, including that the housing development project on the lot proposed to be subdivided will contain 10 or fewer residential units, is zoned for multifamily residential development, is no larger than 5 acres, as specified, and is no smaller than 600 square feet, except as provided. Existing law prohibits a local agency from imposing on the housing development an objective zoning standard, objective subdivision standard, or objective design standard that, among other things, physically precludes the development of a project built to specified densities. This bill would prohibit, if a local agency chooses to permit accessory dwelling units and junior accessory dwelling units, those units from counting as residential units for purposes of the above-described requirement that a housing development project on the lot proposed to be subdivided will contain 10 or fewer residential units. The bill would revise the requirement that the lot be zoned for multifamily residential development and would instead require that the lot either be zoned for multifamily residential dwelling use or vacant, as defined, and zoned for single-family residential development. The bill would also revise the above-described requirements to instead include that the lot is no larger than 11/2 acres, as specified, and that if the parcels are zoned for single-family residential units, the newly created parcels on average are no less than 1,200 square feet. The bill would, notwithstanding the prohibition related to physical preclusion of a development described above, authorize a local agency to impose a specified height limit on a lot that is vacant and zoned for singlefamily residential development. This bill contains other related provisions and other existing laws. (Based on 06/27/2024 text)
Status: 06/27/2024 - Read second time and amended. Re-referred to Com. on APPR.
Calendar: 08/07/24 A-APPROPRIATIONS 9:30 a.m. - 1021 O Street, Room 1100 WICKS, BUFFY, Chair SB 1134 (Caballero) Surplus land. (Amended 06/10/2024) Link Existing law provides for the disposal of land owned by a local agency that is surplus and is not necessary for the agency’s use. The local agency is required to declare the land either “surplus land” or “exempt surplus land,” as prescribed. Existing law sets forth procedures for the disposal of surplus land and provides that these procedures do not apply to exempt surplus land. Existing law, for prescribed surplus land parcels developed with residential units, requires minimum percentages of residential units developed on the parcel to be sold or rented at affordable housing cost or affordable rent. This bill, with regard to surplus land, would require each parcel of land to be considered a distinct unit of surplus land, with the exception of contiguous parcels that are disposed of simultaneously to the same receiving entity or any entity working in concert with another receiving entity, which parcels the bill would require to be treated as a single unit of land. This bill contains other existing laws. (Based on 06/10/2024 text) Status: 07/02/2024 - July 2 set for first hearing. Placed on suspense file.
Calendar: 08/15/24 A-APPROPRIATIONS SUSPENSE Upon adjournment of Session - 1021 O Street, Room 1100 WICKS, BUFFY, Chair
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31 SB 1211 (Skinner) Land use: accessory dwelling units: ministerial approval. (Amended 04/23/2024) Link
Existing law, the Planning and Zoning Law, authorizes a local agency, by ordinance, to provide for the creation of accessory dwelling units (ADUs) in areas zoned for residential use, as specified. That law prohibits, if a local agency adopts an ordinance to create ADUs in those zones, the local agency from requiring the replacement of offstreet parking spaces if a garage, carport, or covered parking structure is demolished in conjunction with the construction of, or is converted to, an ADU. This bill would also prohibit the local agency from requiring the replacement off offstreet parking spaces if an uncovered parking space is demolished in conjunction with the construction of, or is converted to, an ADU. This bill contains other related provisions and other existing laws. (Based on 04/23/2024 text) Status: 06/26/2024 - Coauthors revised. From committee: Do pass and re-refer to Com. on APPR. (Ayes
6. Noes 0.) (June 26). Re-referred to Com. on APPR.
Calendar: 08/07/24 A-APPROPRIATIONS 9:30 a.m. - 1021 O Street, Room 1100 WICKS, BUFFY, Chair Open Meetings and Transparency
AB 2095 (Maienschein) Publication: newspapers of general circulation. (Amended 06/27/2024) Link Existing law requires various types of notices to be provided in a “newspaper of general circulation,” as that term is defined, in accordance with certain prescribed publication periods and legal requirements.
Existing law requires a newspaper of general circulation to meet certain criteria, including publication, a bona fide subscription list of paying subscribers, and printing and publishing at regular intervals in the state, county, or city where publication is to be given. This bill would require any public notice that is legally required to be published in a newspaper of general circulation to be published in the newspaper’s print publication, on the newspaper’s internet website or electronic newspaper available on the internet, and on the statewide internet website maintained as a repository for notices by a majority of California newspapers of general circulation, as specified. The bill would permit a newspaper that does not maintain its own internet website to satisfy these notice requirements by publishing the notice on the statewide internet website and referencing the statewide internet website in its print publication notice. The bill would provide that certain internet website operator errors or temporary outages or service interruptions resulting in an error in the legal notice published do not constitute a defect in publication, if the legal notice appears correctly in the newspaper’s print publication and satisfies all other legal notice requirements. The bill would prohibit a newspaper or the statewide internet website from charging any fee or surcharge specifically to access public notices on their internet website, except as specified. The bill would prohibit a newspaper from charging an additional fee or surcharge specifically for posting to the statewide internet website. The bill would also prohibit the statewide internet website from selling or sharing the personal information of consumers or using it for any purposes other than those explicitly outlined in the bill. This bill contains other related provisions. (Based on 06/27/2024 text)
Status: 06/27/2024 - Read second time and amended. Ordered to third reading.
Calendar: 08/08/24 #248 S-ASSEMBLY BILLS - THIRD READING FILE (Floor Mgr.- Umberg)
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32 AB 2302 (Addis) Open meetings: local agencies: teleconferences. (Introduced 02/12/2024) Link Existing law, the Ralph M. Brown Act, requires, with specified exceptions, that all meetings of a legislative body, as defined, of a local agency be open and public and that all persons be permitted to attend and participate. The act generally requires for teleconferencing that the legislative body of a local agency that elects to use teleconferencing post agendas at all teleconference locations, identify each teleconference location in the notice and agenda of the meeting or proceeding, and have each teleconference location be accessible to the public. Existing law also requires that, during the teleconference, at least a quorum of the members of the legislative body participate from locations within the boundaries of the territory over which the local agency exercises jurisdiction. The act provides an exemption to the jurisdictional requirement for health authorities, as defined. Existing law, until January 1, 2026, authorizes the legislative body of a local agency to use alternative teleconferencing in specified circumstances if, during the teleconference meeting, at least a quorum of the members of the legislative body participates in person from a singular physical location clearly identified on the agenda that is open to the public and situated within the boundaries of the territory over which the local agency exercises jurisdiction, and the legislative body complies with prescribed requirements. Existing law imposes prescribed restrictions on remote participation by a member under these alternative teleconferencing provisions, including establishing limits on the number of meetings a member may participate in solely by teleconference from a remote location, prohibiting such participation for a period of more than 3 consecutive months or 20% of the regular meetings for the local agency within a calendar year, or more than 2 meetings if the legislative body regularly meets fewer than 10 times per calendar year. This bill would revise those limits, instead prohibiting such participation for more than a specified number of meetings per year, based on how frequently the legislative body regularly meets. The bill, for the purpose of counting meetings attended by teleconference, would define a “meeting” as any number of meetings of the legislative body of a local agency that begin on the same calendar day. This bill contains other related provisions and other existing laws. (Based on 02/12/2024 text)
Status: 06/06/2024 - Read second time. Ordered to third reading.
Calendar: 08/08/24 #171 S-ASSEMBLY BILLS - THIRD READING FILE (Floor Mgr.- Laird) AB 2715 (Boerner) Ralph M. Brown Act: closed sessions. (Amended 04/24/2024) Link Existing law, the Ralph M. Brown Act, generally requires that all meetings of a legislative body of a local agency be open and public and that all persons be permitted to attend and participate. Existing law authorizes a legislative body to hold a closed session with specified individuals on, among other things, matters posing a threat to the security of essential public services, as specified. This bill would additionally authorize a legislative body to hold a closed session with other law enforcement or security personnel and to hold a closed session on a threat to critical infrastructure controls or critical infrastructure information, as defined, relating to cybersecurity. This bill contains other related provisions and other existing laws. (Based on 04/24/2024 text) Status: 06/27/2024 - Read second time. Ordered to third reading.
Calendar: 08/08/24 #253 S-ASSEMBLY BILLS - THIRD READING FILE (Floor Mgr.- Wahab)
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33 Notes: 4/24/24: Marlene said in an email: "I don’t think our Council would feel strongly about this one way or the other. Okay to not take a position."
Public Safety and EMS
AB 1779 (Irwin) Theft: jurisdiction. (Amended 06/29/2024) Link Existing law defines types of theft, including petty theft, grand theft, and shoplifting. Existing law also defines the crimes of robbery and burglary. Existing law sets forth specific rules relating to the jurisdiction for the prosecution of theft by fraud, organized retail theft, and receiving stolen property, including that the jurisdiction for prosecution includes the county where an offense involving the theft or receipt of the stolen merchandise occurred, the county in which the merchandise was recovered, or the county where any act was done by the defendant in instigating, procuring, promoting, or aiding or abetting in the commission of a theft offense or other qualifying offense. Existing law jurisdictionally limits prosecution of each of the above to criminal actions brought by the Attorney General. This bill would no longer limit the jurisdictional rules for the above crimes to criminal actions brought by the Attorney General. If a case is brought by someone other than the Attorney General and multiple offenses are committed by the same defendant in multiple jurisdictions, the bill would allow a criminal action to be brought in any of those jurisdictions subject to a hearing on consolidation of the offenses, as specified. The bill would require the prosecution to present written evidence at the hearing that all district attorneys in counties with jurisdiction over the offenses agree to the venue. The bill would require charged offenses from jurisdictions where there is not a written agreement from the district attorney to be returned to that jurisdiction. (Based on 06/29/2024 text) Status: 07/01/2024 - Read second time. Ordered to third reading.
Calendar: 08/08/24 #267 S-ASSEMBLY BILLS - THIRD READING FILE (Floor Mgr.- Newman) AB 1794 (McCarty) Crimes: larceny. (Amended 04/11/2024) Link Existing law, the Safe Neighborhoods and Schools Act, enacted as an initiative statute by Proposition 47, as approved by the electors at the November 4, 2014, statewide general election, makes the theft of money, labor, or property petty theft punishable as a misdemeanor, whenever the value of the property taken does not exceed $950. Under existing law, if the value of the property taken exceeds $950, the theft is grand theft, punishable as a misdemeanor or a felony. Proposition 47 requires shoplifting, defined as entering a commercial establishment with the intent to commit larceny if the value of the property taken does not exceed $950, to be punished as a misdemeanor. Under existing law, if the value of all property taken over the course of distinct but related acts motivated by one intention, general impulse, and plan exceeds $950, those values may be aggregated into a single charge of grand theft.
This bill would clarify that those values may be aggregated even though the thefts occurred in different places or from different victims. The bill would also, declarative of existing law, provide that circumstantial evidence may be used to prove that multiple thefts were motivated by one intention, general impulse, and plan. The bill would also authorize counties to operate a program to allow retailers to submit details of alleged shoplifting, organized retail theft, or grand theft directly to the county district attorney through an online portal on the district attorney’s internet website. The bill would require counties that participate in the program to conduct an evaluation and collect specified
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34 information, and to report that information to the Assembly and Senate Public Safety Committees and the Board of State and Community Corrections, as specified. This bill contains other related provisions and other existing laws. (Based on 04/11/2024 text)
Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) Notes: Note: This bill is part of the Assembly’s Public Safety Retail Theft Package and an intent bill.
AB 1802 (Jones-Sawyer) Crimes: organized theft. (Amended 06/29/2024) Link Existing law, until January 1, 2026, makes a person guilty of organized retail theft, punishable as a misdemeanor or a felony, as specified, if the person acts in concert with one or more persons to steal merchandise from one or more merchant’s premises or online marketplaces with the intent to sell or return the merchandise for value, acts in concert with 2 or more persons to receive, purchase, or possess merchandise knowing or believing it to have been stolen, acts as an agent of another to steal merchandise from one or more merchant’s premises or online marketplaces as part of an organized plan to commit theft, or recruits, coordinates, organizes, supervises, directs, manages, or finances another to undertake acts of theft. This bill would extend the operation of the crime of organized retail theft indefinitely. By extending the operation of an existing crime, this bill would create a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 06/29/2024 text)
Status: 07/01/2024 - Read second time. Ordered to third reading.
Calendar: 08/08/24 #268 S-ASSEMBLY BILLS - THIRD READING FILE (Floor Mgr.- Wahab) AB 1960 (Rivas, Robert) Sentencing enhancements: property loss. (Amended 06/30/2024) Link State law, repealed as of January 1, 2018, required a court to impose an additional term of imprisonment, as specified, on a person who takes, damages, or destroys property in the commission or attempted commission of a felony, as specified. This bill would, until January 1, 2030, create sentencing enhancements for taking, damaging, or destroying property in the commission or attempted commission of a felony, as specified. By adding new sentencing enhancements, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 06/30/2024 text)
Status: 07/01/2024 - Read second time. Ordered to third reading.
Calendar: 08/08/24 #270 S-ASSEMBLY BILLS - THIRD READING FILE AB 1972 (Alanis) Regional property crimes task force. (Amended 06/26/2024) Link Existing law authorizes the Governor to appoint and commission individuals designated by a railroad company to serve as police officers. Existing law, until January 1, 2026, requires the Department of the California Highway Patrol to coordinate with the Department of Justice to convene a regional property crimes task force to identify geographic areas experiencing increased levels of property crimes and assist local law enforcement with resources, such as personnel and equipment. This bill would require the task force to assist railroad police and would specify cargo theft as a property crime for consideration by the
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35 regional property crimes task force. This bill would declare that it is to take effect immediately as an urgency statute. (Based on 06/26/2024 text)
Status: 06/27/2024 - Read second time. Ordered to third reading.
Calendar: 08/08/24 #263 S-ASSEMBLY BILLS - THIRD READING FILE (Floor Mgr.- Wilk) AB 2042 (Jackson) Police canines: guidelines. (Amended 07/03/2024) Link Existing law requires all law enforcement agencies to maintain a use of force policy, as specified, and requires the Commission on Peace Officer Standards and Training to implement courses of instruction for the training of law enforcement officers in the use of force. This bill would require the commission, on or before July 1, 2026, to develop guidelines, as specified, for the use of canines by law enforcement.
The bill would authorize the commission to periodically update these guidelines. The bill would require law enforcement agencies with a canine unit, on or before July 1, 2027, to adopt a policy for the use of canines that, at a minimum, complies with the guidelines developed by the commission. Because the bill would impose additional requirements on local law enforcement agencies, the bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 07/03/2024 text)
Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) AB 2943 (Zbur) Crimes: shoplifting. (Amended 08/05/2024) Link Existing law divides theft into grand theft and petty theft. Existing law punishes petty theft as a misdemeanor while grand theft is punished as either a misdemeanor or a felony. Existing law lists specific types of theft which are grand theft and all other cases of theft as petty theft. Existing law authorizes a person to be charged with grand theft if the property taken exceeds $950 over the course of distinct but related acts. This bill would clarify that those related acts include acts committed against multiple victims or in counties other than the county of the current offense. The bill would also clarify that evidence that distinct acts are motivated by one intention, one general impulse, and one plan may include, but is not limited to, evidence that the acts involve the same defendant or defendants, are substantially similar in nature, or occur within a 90-day period. This bill contains other related provisions and other existing laws. (Based on 08/05/2024 text)
Status: 08/05/2024 - Read third time and amended. Ordered to second reading.
Calendar: 08/08/24 #128 S-ASSEMBLY BILLS - SECOND READING FILE (Floor Mgr.- Wiener) AB 3209 (Berman) Crimes: theft: retail theft restraining orders. (Amended 06/29/2024) Link Existing law prohibits the theft of merchandise from a retail establishment. Existing law authorizes a court, upon sentencing a person for specified offenses, including stalking and elder abuse, to issue a criminal protective order prohibiting the person from contacting any victim of their offense. This bill would authorize a court, when sentencing a person for an offense involving theft from a retail establishment, vandalism of a retail establishment, or battery of an employee of a retail establishment, to issue a criminal protective order prohibiting a person from entering the retail establishment, including any parking lots and including other franchise or chain locations of the retail establishment, as
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36 specified. The bill would also authorize a prosecuting attorney, city attorney, county counsel, or attorney representing a retail establishment to file a petition for the issuance of a criminal protective order of this type against a person who has been arrested, including, but not limited to, the issuance of a citation in lieu of a custodial arrest, 2 or more times for any of the offenses at the same retail establishment, as specified. The bill would also make conforming changes. The bill would make a violation of these orders punishable as a misdemeanor. By creating a new crime, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 06/29/2024 text) Status: 07/01/2024 - Read second time. Ordered to third reading.
Calendar: 08/08/24 #269 S-ASSEMBLY BILLS - THIRD READING FILE (Floor Mgr.- Wiener) AB 3241 (Pacheco) Law enforcement: police canines. (Amended 07/03/2024) Link Existing law requires all law enforcement agencies to maintain a use of force policy, as specified, and requires the Commission on Peace Officer Standards and Training (POST) to implement courses of instruction for the training of law enforcement officers in the use of force. This bill would require the commission, on or before January 1, 2026, to adopt uniform, minimum guidelines regarding the use of canines by law enforcement, and, on or before July 1, 2026, to certify courses of training for all law enforcement canine handlers and those law enforcement supervisors directly overseeing canine programs, as specified. The bill would require, on or before July 1, 2027, each law enforcement agency with a canine unit to maintain a policy for the use of canines by the agency that, at a minimum, complies with the guidelines adopted by POST, and would require law enforcement agencies to establish a training regimen that includes a course certified by the commission. Because the bill would impose additional duties on local law enforcement agencies, the bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 07/03/2024 text) Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) SB 21 (Umberg) Controlled substances. (Amended 05/02/2024) Link Existing law makes it a crime to possess for sale or purchase for purpose of sale, transport, or sell, various controlled substances, including, among others, fentanyl. Existing law requires the court, when granting probation after conviction of any controlled substance offense, as specified, to order as a condition of probation that the defendant secure education or treatment from a local community agency and requires the court or probation department to refer defendants to controlled substance education or treatment programs that adhere to specified standards. Existing law permits a defendant to withdraw their plea of guilty or plea of nolo contendere and enter a plea of not guilty and authorizes a court to set aside a verdict of guilty, if the defendant has met certain requirements. This bill would require a person who is convicted of, or who pleads guilty or no contest to, the above-described crimes as they relate to fentanyl to receive a written advisory of the danger of distribution of controlled substances and that, if a person dies as a result of that action, the distributor can be charged with homicide or murder. The bill would require that the fact the advisory was given be on the record and recorded on the abstract of the conviction. This bill contains other related provisions. (Based on 05/02/2024 text)
Status: 05/02/2024 - Re-referred to Com. on RLS. pursuant to Assembly Rule 96. From committee with author's amendments. Read second time and amended. Re-referred to Com. on RLS.
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37 SB 905 (Wiener) Crimes: theft from a vehicle. (Amended 07/01/2024) Link Existing law defines the crime of burglary to include entering a vehicle when the doors are locked with the intent to commit grand or petit larceny or a felony. Existing law makes the burglary of a vehicle punishable as a misdemeanor or a felony. This bill would make forcibly entering a vehicle, as defined, with the intent to commit a theft or a felony therein a crime punishable by imprisonment in a county jail for a period not to exceed one year or imprisonment in a county jail for 16 months, or 2 or 3 years. By creating a new crime, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 07/01/2024 text) Status: 07/01/2024 - Assembly Rule 69 suspended. (Ayes 54. Noes 15. Page 6106.) Read third time and amended. Ordered to third reading.
Calendar: 08/08/24 #54 A-THIRD READING FILE - SENATE BILLS (Floor Mgr.- Zbur) SB 982 (Wahab) Crimes: organized theft. (Amended 07/01/2024) Link Existing law, until January 1, 2026, makes a person guilty of organized retail theft, punishable as a misdemeanor or a felony, as specified, if the person acts in concert with one or more persons to steal merchandise from one or more merchant’s premises or online marketplaces with the intent to sell or return the merchandise for value, acts in concert with 2 or more persons to receive, purchase, or possess merchandise knowing or believing it to have been stolen, acts as an agent of another to steal merchandise from one or more merchant’s premises or online marketplaces as part of an organized plan to commit theft, or recruits, coordinates, organizes, supervises, directs, manages, or finances another to undertake acts of theft. This bill would extend the operation of the crime of organized retail theft indefinitely. By extending the operation of an existing crime, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 07/01/2024 text)
Status: 07/01/2024 - Assembly Rule 69 suspended. (Ayes 54. Noes 15. Page 6106.) Read third time and amended. Ordered to third reading.
Calendar: 08/08/24 #55 A-THIRD READING FILE - SENATE BILLS (Floor Mgr.- Ting) SB 1144 (Skinner) Marketplaces: online marketplaces. (Amended 07/01/2024) Link Existing law generally requires an online marketplace to require a high-volume third-party seller on the online marketplace to make certain disclosures. Existing law requires an online marketplace to suspend future sales activity of a high-volume third-party seller that is not in compliance with those information sharing requirements, as specified. Existing law imposes certain information retention and security requirements on an online marketplace and prohibits specified uses of that information. Existing law generally defines a “high-volume third-party seller,” for purposes of the above-described provisions, as a third-party seller who has entered into a certain number of consumer product sales transactions through an online marketplace for which payment is processed by the online marketplace, as specified.
Existing law defines an “online marketplace,” for purposes of those provisions, as a consumer-directed, electronically accessed platform that includes features that allow for, facilitate, or enable, and are used by, a third-party seller to engage in the sale, purchase, payment, storage, shipment, or delivery of a consumer product and that has a contractual relationship with consumers governing their use of the
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38 platform to purchase consumer products. This bill would revise the types of transactions that qualify a third-party seller as a “high-volume third-party seller,” for those purposes. Specifically, the bill would remove the conditions that the transactions be made through an online marketplace and that the online marketplace process the payment and, instead, would add the condition that the transactions were made utilizing an online marketplace. The bill would also revise the definition of “online marketplace” by removing the conditions that the above-described features be used by third-party sellers, and that the platform have the above-described contractual relationship with consumers. This bill contains other related provisions and other existing laws. (Based on 07/01/2024 text) Status: 07/01/2024 - Assembly Rule 69 suspended. (Ayes 54. Noes 15. Page 6106.) Read third time and amended. Ordered to third reading.
Calendar: 08/08/24 #56 A-THIRD READING FILE - SENATE BILLS (Floor Mgr.- Wilson) SB 1242 (Min) Crimes: fires. (Amended 07/01/2024) Link
Existing law prohibits unlawfully causing a fire by recklessly setting fire to, burning, or causing to be burned, any structure, forest land, or property. A violation of this prohibition is punishable as either a misdemeanor or a felony. This bill would, for the purposes of sentencing for a violation of these provisions, make it a factor in aggravation that the offense was carried out within a merchant’s premises in order to facilitate organized retail theft. By increasing the punishment for a crime, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 07/01/2024 text)
Status: 07/01/2024 - Assembly Rule 69 suspended. (Ayes 54. Noes 15. Page 6106.) Read third time and amended. Ordered to third reading.
Calendar: 08/08/24 #57 A-THIRD READING FILE - SENATE BILLS (Floor Mgr.- Zbur) SB 1381 (Wahab) Crime. (Amended 07/01/2024) Link
Existing law classifies controlled substances into 5 schedules and places the greatest restrictions and penalties on the use of those substances placed in Schedule I. Existing law classifies the drug fentanyl in Schedule II. Existing law makes transportation and sales of specified controlled substances, including narcotics, punishable by imprisonment in a county jail for a period of 3, 4, or 5 years. This bill would make the sale, furnishing, administration, or giving away of any mixture of controlled substances containing fentanyl or its analogs, knowing that fentanyl or its analogs are present within the mixture, unbeknownst to the purchaser or recipient, and without disclosing that presence to the purchaser or recipient a felony punishable in county jail for 4, 5, or 6 years. This bill would require the court to advise a person who is convicted of, or who pleads guilty or no contest to transporting, importing, selling, or administering a controlled substance containing fentanyl or a fentanyl analog, or offering or attempting do so, of the danger of selling or administering illicit drugs and counterfeit pills and that, if a person dies as a result of that action, the defendant can be charged with homicide. The bill would prohibit the advisory from being used as evidence in the prosecution of a juvenile in juvenile court. (Based on 07/01/2024 text)
Status: 08/05/2024 - Read second time. Ordered to third reading.
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39 Calendar: 08/08/24 #98 A-THIRD READING FILE - SENATE BILLS SB 1416 (Newman) Sentencing enhancements: sale, exchange, or return of stolen property. (Amended 07/01/2024) Link
Existing law defines types of theft, including petty theft, grand theft, and shoplifting. Existing law also defines the crime of burglary, which consists of entering specified buildings, places, or vehicles with the intent to commit grand or petty theft or a felony. This bill would, until January 1, 2030, create sentencing enhancements for selling, exchanging, or returning for value, or attempting to sell, exchange, or return for value, any property acquired through one or more acts of shoplifting, theft, or burglary from a retail business, if the property value exceeds specified amounts. The bill would additionally make these enhancements apply to any person acting in concert with another person to violate these provisions. By adding new sentencing enhancements, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 07/01/2024 text) Status: 07/01/2024 - Assembly Rule 69 suspended. (Ayes 54. Noes 15. Page 6106.) Read third time and amended. Ordered to third reading.
Calendar: 08/08/24 #58 A-THIRD READING FILE - SENATE BILLS (Floor Mgr.- Irwin) Revenue and Taxation
AB 1932 (Ward) Personal income tax: mortgage interest deduction. (Amended 04/03/2024) Link The Personal Income Tax Law allows various deductions in computing the income that is subject to the taxes imposed by that law, including, in modified conformity with federal income tax laws, a deduction for a limited amount of interest paid on acquisition indebtedness, as defined, with respect to a qualified residence of the taxpayer. Existing law limits the aggregate amount treated as acquisition indebtedness for these purposes to $1,000,000, or $500,000 in the case of a married individual filing a separate return. Existing law specifies for these purposes that a qualified residence includes the taxpayer’s principal residence and one other residence selected by the taxpayer, as provided. This bill, for taxable years beginning on or after January 1, 2025, would disallow the deduction of acquisition indebtedness with respect to a qualified residence of a taxpayer other than the principal residence. This bill would require the Franchise Tax Board, in consultation with the Department of Finance, to estimate the amount of additional revenue resulting from the above-described modifications made with respect to the calculation of taxable income under the Personal Income Tax Law by this bill and to notify the Controller of that amount, as provided. The bill would establish the continuously appropriated Housing, Homeownership, and Homelessness Prevention Response Fund in the State Treasury, and would direct the Controller to transfer an amount from the General Fund to that fund equal to the above-described estimates. The bill would require the moneys be used for housing purposes, as specified. By establishing a continuously appropriated fund, this bill would make an appropriation. (Based on 04/03/2024 text) Status: 05/16/2024 - Joint Rule 62(a), file notice suspended. In committee: Held under submission.
AB 2061 (Wilson) Sales and Use Tax: exemptions: zero-emission public transportation ferries. (Amended 05/01/2024) Link
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40 Existing sales and use tax laws impose a tax on retailers measured by the gross receipts from the sale of tangible personal property sold at retail in this state, or on the storage, use, or other consumption in this state of tangible personal property purchased from a retailer for storage, use, or other consumption in this state. Those laws provide various exemptions from those taxes. This bill, beginning January 1, 2025, and until January 1, 2030, would exempt from those taxes the gross receipts from the sale in this state of, and the storage, use, or other consumption in this state of, zero-emission public transportation ferries, as defined, sold to a public agency, as specified. This bill contains other related provisions and other existing laws. (Based on 05/01/2024 text)
Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) AB 2274 (Dixon) Taxation: sales and use taxes: exemption: school supplies tax holiday. (Amended 03/21/2024) Link
Existing sales and use tax laws impose taxes on retailers measured by the gross receipts from the sale of tangible personal property sold at retail in this state, or on the storage, use, or other consumption in this state of tangible personal property purchased from a retailer for storage, use, or other consumption in this state, and provides various exemptions from the taxes imposed by those laws. This bill, on and after January 1, 2025, and before January 1, 2030, would exempt from those taxes the gross receipts from the sale of, and the storage, use, or other consumption of, qualified school supplies, as defined, purchased during the first weekend in August, beginning at 12:01 a.m. on Saturday and ending at 11:59 p.m. on Sunday. This bill contains other related provisions and other existing laws. (Based on 03/21/2024 text) Status: 04/01/2024 - Re-referred to Com. on REV. & TAX. In committee: Set, second hearing. Hearing canceled at the request of author.
AB 2616 (Lee) Personal income tax: mortgage interest deduction. (Introduced 02/14/2024) Link The Personal Income Tax Law allows various deductions in computing the income that is subject to the taxes imposed by that law, including, in modified conformity with federal income tax laws, a deduction for a limited amount of interest paid on acquisition indebtedness, as defined, with respect to a qualified residence of the taxpayer. Existing law limits the aggregate amount treated as acquisition indebtedness for these purposes to $1,000,000, or $500,000 in the case of a married individual filing a separate return. Existing law specifies for these purposes that a qualified residence includes the taxpayer’s principal residence and one other residence selected by the taxpayer, as provided. This bill, for taxable years beginning on or after January 1, 2025, would disallow the deduction of acquisition indebtedness with respect to a qualified residence of a taxpayer other than the principal residence. This bill would require the Franchise Tax Board, in consultation with the Department of Finance, to estimate the amount of additional revenue resulting from the above-described modifications made with respect to the calculation of taxable income under the Personal Income Tax Law by this bill and to notify the Controller of that amount, as provided. This bill contains other related provisions and other existing laws. (Based on 02/14/2024 text)
Status: 02/15/2024 - From printer. May be heard in committee March 16.
SB 1072 (Padilla) Local government: Proposition 218: remedies. (Amended 06/17/2024) Link
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41 The California Constitution sets forth various requirements for the imposition of local taxes. The California Constitution excludes from classification as a tax assessments and property-related fees imposed in accordance with provisions of the California Constitution that establish requirements for those assessments and property-related fees. Under these requirements, an assessment is prohibited from being imposed on any parcel if it exceeds the reasonable cost of the proportional special benefit conferred on that parcel, and a fee or charge imposed on any parcel or person as an incident of property ownership is prohibited from exceeding the proportional cost of the service attributable to the parcel.
Existing law, known as the Proposition 218 Omnibus Implementation Act, prescribes specific procedures and parameters for local compliance with the requirements of the California Constitution for assessments and property-related fees. This bill would require a local agency, if a court determines that a fee or charge for a property-related service, as specified, violates the above-described provisions of the California Constitution relating to fees and charges, to credit the amount of the fee or charge attributable to the violation against the amount of the revenues required to provide the propertyrelated service, unless a refund is explicitly provided for by statute. This bill would declare that its provisions further the purposes and intent of Proposition 218, approved by the voters at the November 5, 1996, statewide general election, and the Proposition 218 Omnibus Implementation Act. (Based on 06/17/2024 text)
Status: 06/27/2024 - Read second time. Ordered to third reading.
Calendar: 08/08/24 #70 A-THIRD READING FILE - SENATE BILLS SB 1164 (Newman) Property taxation: new construction exclusion: accessory dwelling units. (Amended 05/16/2024) Link
The California Constitution generally limits ad valorem taxes on real property to 1% of the full cash value of that property. For purposes of this limitation, “full cash value” is defined as the assessor’s valuation of real property as shown on the 1975–76 tax bill under “full cash value” or, thereafter, the appraised value of that real property when purchased, newly constructed, or a change in ownership has occurred.
This bill would exclude from classification as “newly constructed” and “new construction” the construction of an accessory dwelling unit, as defined, if construction on the unit is completed on or after January 1, 2025, and before January 1, 2030, until one of specified events occurs. The bill would require the property owner to, among other things, notify the assessor that the property owner intends to claim the exclusion for an accessory dwelling unit and submit an affidavit stating that the owner shall make a good faith effort to ensure the unit will be used as residential housing for the duration the owner receives the exclusion. The bill would require the State Board of Equalization to prescribe the manner and form for claiming the exclusion. Because this bill would require an affidavit by a property owner and a higher level of service from county assessors, it would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 05/16/2024 text) Status: 06/24/2024 - June 24 set for first hearing canceled at the request of author.
Transportation and Public Works
AB 1890 (Patterson, Joe) Public works: prevailing wage. (Amended 08/05/2024) Link
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42 Existing law defines the term “public works” for the purposes of requirements regarding the payment of prevailing wages, the regulation of working hours, and the securing of workers’ compensation for public works projects. Existing law requires an entity awarding a public works contract, as specified, to provide notice to the Department of Industrial Relations. Existing law requires civil penalties to be imposed on an entity that fails to provide that required notice and authorizes the Labor Commissioner to issue a citation for civil penalties to an entity that fails to provide the required notice. This bill would additionally require the awarding body to provide notice to the department, within 30 days, if there is a change in the identity of a contractor or subcontractor performing the project or, if the total amount of the contract change exceeds specified thresholds. The bill would exempt projects of awarding bodies operating labor compliance programs that are approved and monitored by the department and covered by a valid project labor agreement. By creating new notification requirements for public agencies, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 08/05/2024 text)
Status: 08/05/2024 - Read third time and amended. Ordered to second reading.
Calendar: 08/08/24 #133 S-ASSEMBLY BILLS - SECOND READING FILE (Floor Mgr.- Jones) AB 2037 (Papan) Weights and measures: electric vehicle chargers. (Amended 06/26/2024) Link Existing law regulates advertising that indicates the price of motor vehicle fuel, including electricity sold as a motor vehicle fuel. Existing law requires a county sealer to enforce the advertising requirements.
Existing law makes a violation of these provisions a crime. Existing law defines “correct,” for purposes of testing and verifying the accuracy of a weighing or measuring device, as a weight or measure or a weighing, measuring, or counting instrument that meets certain tolerance and specification requirements. This bill would authorize a county sealer to test and verify as correct any electric vehicle charger operated by a public agency, as defined, that is located in the county in which the sealer has jurisdiction. The bill would require a county sealer, upon testing and finding that an electric vehicle charger operated by a public agency is incorrect, as defined, to cause it to be marked with the words “out of order” and require the charger to be repaired or corrected, as specified. The bill would authorize a county board of supervisors to charge an annual registration fee for the cost of inspecting and testing an electric vehicle charger operated by a public agency, as specified. The bill would authorize a county sealer to levy a civil penalty against a public agency, or a vendor or entity contracted by the public agency to provide and maintain electric vehicle charger services on behalf of the public agency, that removes or obliterates a tag or device placed on an electric vehicle charger operated by a public agency, as specified. The bill would exempt an electric vehicle charger from testing and verification by a county sealer if it is owned by a local publicly owned electric utility, as defined, and if certain requirements are met. By expanding the scope of a crime, and to the extent it would impose additional duties on a county sealer, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 06/26/2024 text)
Status: 08/05/2024 - From committee: Be ordered to second reading pursuant to Senate Rule 28.8.
Calendar: 08/08/24 #18 S-ASSEMBLY BILLS - SECOND READING FILE AB 2427 (McCarty) Electric vehicle charging stations: permitting: curbside charging. (Amended 06/17/2024) Link
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43 Existing law creates the Governor’s Office of Business and Economic Development, known as “GO-Biz,” and requires GO-Biz to serve the Governor as the lead entity for economic strategy and the marketing of California on issues relating to business development, private sector investment, and economic growth.
Existing law continues into existence the zero-emission vehicle (ZEV) division within GO-Biz as the ZeroEmission Vehicle Market Development Office. Existing law references GO-Biz’s Electric Vehicle Charging Station Permitting Guidebook, which recommends best practices for electric vehicle supply equipment permitting. This bill would require the office to develop a model permitting checklist, model zoning ordinances, and best practices for permit costs and permit review timelines to help local governments permit curbside charging stations as part of the office’s development of the Electric Vehicle Charging Station Permitting Guidebook or any subsequent updates. The bill would also require the office to consult with local governments, electric vehicle service providers, and utilities while developing the above-described materials. This bill contains other related provisions and other existing laws. (Based on 06/17/2024 text)
Status: 07/01/2024 - In committee: Referred to suspense file.
Position: Support
Notes: 4/24/24: EN tagged as support. 5/6/24: EN received final letter, submitted to portal, and emailed delegation. 6/5/24: EN reached out to the City about editing the letter to resubmit. 6/6/24: EN submitted letter to Senate Local Government and Senate Energy. 6/11/24: AS me too'd in support in Senate Local Government.
SB 532 (Wiener) Parking payment zones. (Amended 08/05/2024) Link Existing law allows a local authority to establish parking meter zones and fix the rate of fees for those zones by ordinance. Existing law prohibits a local authority from requiring payment of parking meter fees by a mobile device, as specified. This bill would instead authorize, in the City and County of San Francisco, a local authority to require payment of parking fees by a mobile device, if it meets certain requirements, such as adopting an accessible and equitable parking cash payment plan that does not utilize parking meters or payment centers in parking payment zones to provide reasonably accessible alternative means for payment of parking fees using cash. The bill would also authorize the local authority in the City and County of San Francisco to operate the above-described parking zone, for 5 years following the creation of the first zone, or until January 1, 2033, whichever is sooner. The bill would specify that a civil fine for parking in a zone that requires payment by mobile device and lacks a parking meter is 1/2 of the civil fine for failing to pay for metered parking. The bill would require a local authority to consult with specified stakeholders in the development of the plan and would require a local authority that adopts a plan to provide to its governing body and the Legislature, as specified, an evaluation of the plan to determine the plan’s impact on equity, accessibility, and costs. (Based on 08/05/2024 text)
Status: 08/05/2024 - Read second time and amended. Ordered to second reading.
Position: No Position
Calendar: 08/08/24 #1 A-SECOND READING FILE -- SENATE BILLS (Floor Mgr.- Ting)
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44 Notes: 07/21/23 | DH: Per City request, RPPG prepared an analysis on this measure, as amended 07/25/23| DH: City likely to adopt an oppose position during the 8/21 council meeting. Tagged as pending oppose. 8/14/23: DH sent the City a draft oppose letter. 8/24/23: EN received final letter and tagged as oppose, submitted to Assembly Appropriations, and emailed delegation. 6/10/24: Bill gut and amended. EN removed position.
SB 768 (Caballero) California Environmental Quality Act: Transportation Agency: vehicle miles traveled: study. (Amended 05/29/2024) Link
The California Environmental Quality Act (CEQA) requires a lead agency, as defined, to prepare, or cause to be prepared, and certify the completion of an environmental impact report (EIR) on a project that it proposes to carry out or approve that may have a significant effect on the environment or to adopt a negative declaration if it finds that the project will not have that effect. CEQA also requires a lead agency to prepare a mitigated negative declaration for a project that may have a significant effect on the environment if revisions in the project would avoid or mitigate that effect and there is no substantial evidence that the project, as revised, would have a significant effect on the environment. Existing law requires the Office of Planning and Research to prepare, develop, and transmit to the Secretary of the Natural Resources Agency for certification and adoption proposed revisions to guidelines establishing criteria for determining the significance of transportation impacts of projects within transit priority areas to promote the reduction of greenhouse gas emissions, the development of multimodal transportation networks, and a diversity of land uses. Existing law establishes the Transportation Agency in state government with various duties and responsibilities. The agency is under the supervision of the Secretary of Transportation, who has the power of general supervision over specified departments and offices, including the Department of Transportation. This bill would require the Transportation Agency, in consultation with local governments and other interested parties, as specified, by January 1, 2028, and subject to an appropriation by the Legislature for this purpose, to conduct and post on its internet website a study on how vehicle miles traveled is used as a metric for measuring transportation impacts pursuant to CEQA. The bill would require the study to include, among other things, an analysis of the differences in the availability and feasibility of mitigation measures for vehicle miles traveled in rural, suburban, and urban areas. The bill would repeal those provisions on January 1, 2029. This bill contains other existing laws. (Based on 05/29/2024 text)
Status: 07/02/2024 - July 2 set for first hearing. Placed on suspense file.
Calendar: 08/15/24 A-APPROPRIATIONS SUSPENSE Upon adjournment of Session - 1021 O Street, Room 1100 WICKS, BUFFY, Chair
SB 1031 (Wiener) San Francisco Bay area: local revenue measure: transportation improvements. (Amended 05/20/2024) Link
Existing law creates the Metropolitan Transportation Commission as a local area planning agency for the 9-county San Francisco Bay area with comprehensive regional transportation planning and other related responsibilities. Existing law creates various transit districts located in the San Francisco Bay area, with specified powers and duties relating to providing public transit services. This bill would authorize the commission to raise and allocate new revenue and incur and issue bonds and other indebtedness, as specified. In this regard, the bill would authorize the commission, until January 1, 2041, to impose a retail transactions and use tax, a regional payroll tax, a parcel tax, and a regional vehicle registration surcharge in all or a subset of the 9 counties of the San Francisco Bay area, except as specified, in
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45 accordance with applicable constitutional requirements. The bill would prohibit a tax or surcharge described above from being imposed for a period of time of more than 30 years. The bill would require the parcel tax to be collected by counties and the other 3 taxes to be collected by specified state agencies, and would require the net revenues from those taxes to be remitted to the commission, as prescribed. The bill would require the commission, in consultation with county transportation authorities, to develop an expenditure plan for the expenditure of the revenues expected to be generated by the tax or surcharge, together with other federal, state, and local funds expected to be available for transportation improvements, as specified. The bill would require, before the election on the tax or surcharge, the expenditure plan to be approved by county transportation authorities representing counties meeting certain criteria, as provided. The bill would require the revenue generated pursuant to these provisions to be used for transportation improvements in the San Francisco Bay area, including for various transit purposes, and would require the commission to allocate those revenues in accordance with specified requirements. This bill contains other related provisions and other existing laws. (Based on 05/20/2024 text)
Status: 05/24/2024 - Read third time. Passed. (Ayes 26. Noes 10. Page 4207.) Ordered to the Assembly.
In Assembly. Read first time. Held at Desk.
Water and Wastewater
AB 460 (Bauer-Kahan) State Water Resources Control Board: water rights and usage: civil penalties. (Amended 06/12/2024) Link
Under existing law, the diversion or use of water other than as authorized by specified provisions of law is a trespass, subject to specified civil liability. This bill would require the State Water Resources Control Board to adjust for inflation, by January 1 of each year, beginning in 2025, the amounts of civil and administrative liabilities or penalties imposed by the board in water right actions, as specified. This bill contains other related provisions and other existing laws. (Based on 06/12/2024 text) Status: 08/05/2024 - VOTE: Placed on suspense file (PASS) Position: Neutral
Notes: 5/24/23: EN tagged as pending oppose. 5/26/23: EN sent a draft letter to the City for review. 6/21/23: EN received letter, tagged as oppose, submitted to Senate NRW, emailed delegation and governor's office. 7/11/24: EN tagged as neutral.
SB 366 (Caballero) The California Water Plan: long-term supply targets. (Amended 06/26/2024) Link Existing law requires the Department of Water Resources to update every 5 years the plan for the orderly and coordinated control, protection, conservation, development, and use of the water resources of the state, which is known as “The California Water Plan.” Existing law requires the department to include a discussion of various strategies in the plan update, including, but not limited to, strategies relating to the development of new water storage facilities, water conservation, water recycling, desalination, conjunctive use, water transfers, and alternative pricing policies that may be pursued in order to meet the future needs of the state. Existing law requires the department to establish an
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46 advisory committee to assist the department in updating the plan. This bill would revise and recast certain provisions regarding The California Water Plan to, among other things, require the department to instead establish a stakeholder advisory committee and to expand the membership of the committee to include tribes, labor, and environmental justice interests. The bill would require the department to coordinate with the California Water Commission, the State Water Resources Control Board, other state and federal agencies as appropriate, and the stakeholder advisory committee to develop a comprehensive plan for addressing the state’s water needs and meeting specified long-term water supply targets established by the bill for purposes of The California Water Plan. The bill would require the plan to provide recommendations and strategies to ensure enough water supply for all designated beneficial uses. The bill would require the plan to include specified components, including a discussion of various strategies that may be pursued in order to meet the water supply targets, a discussion of agricultural water needs, and an analysis of the costs and benefits of achieving the water supply targets.
The bill would require the department to submit to the Legislature an annual report between updates to the plan that includes progress made toward meeting the water supply targets once established, as specified. The bill would also require the department to conduct public workshops to give interested parties an opportunity to comment on the plan and to post the preliminary draft of the plan on the department’s internet website. (Based on 06/26/2024 text) Status: 06/26/2024 - Read second time and amended. Re-referred to Com. on APPR.
Position: Watch
Calendar: 08/07/24 A-APPROPRIATIONS 9:30 a.m. - 1021 O Street, Room 1100 WICKS, BUFFY, Chair Notes: 2.28.23, AS: CMUA Sponsored bill
SB 1110 (Ashby) Water reports: urban retail water suppliers: informational order: conservation order. (Amended 06/26/2024) Link
Existing law authorizes the State Water Resources Control Board, on and after January 1, 2024, to issue informational orders pertaining to water production, water use, and water conservation to an urban retail water supplier that does not meet its urban water use objective, as provided. Existing law authorizes the board, on and after January 1, 2025, to issue a written notice to an urban retail water supplier that does not meet its urban water use objective. Existing law authorizes the board, on and after January 1, 2026, to issue a conservation order to an urban retail water supplier that does not meet its urban water use objective. This bill would instead authorize the board to issue the informational orders on and after January 1, 2026, the written notice on and after January 1, 2027, and the conservation order on and after January 1, 2028. This bill contains other existing laws. (Based on 06/26/2024 text)
Status: 06/26/2024 - Read second time and amended. Re-referred to Com. on APPR.
Calendar: 08/07/24 A-APPROPRIATIONS 9:30 a.m. - 1021 O Street, Room 1100 WICKS, BUFFY, Chair
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1 August 7, 2024
To: Stefan Chatwin, City Manager
Marlene Subhashini, Assistant City Manager
City of Foster City
From: Dane Hutchings
Managing Director
Renne Public Policy Group
RE: RPPG Summary of Six Ballot Measures Impacting Local Governments Summary
California voters will make many important decisions on the November 5 ballot. Besides electing a president, congressional and state representatives, community leadership and reviewing local measures, voters will decide the fate of ten (10) statewide propositions. Six of these measures, if approved, will have financial and policy impacts on local governments in the following areas: vote thresholds for local bonds, criminal justice reform, rent control, increasing minimum wages, and funding projects with state climate and school bonds. The remaining four measures address other policy issues and are listed at the end.
For many local governments, however, the biggest news associated with the November ballot has already occurred. Thanks to the advocacy efforts of a coalition of local government agencies, labor groups, public safety, infrastructure advocates and others—along with leadership from Governor Gavin Newsom and Democratic legislators—the California Supreme Court ruled that the sweeping limitations on state and local tax and fee authority proposed by the Taxpayer Protection and Government Accountability Act (TPGA) was a constitutional revision, and ineligible for the ballot. In a related move, the Legislature also shifted ACA 13 (Ward) to the November 2026 ballot. ACA 13i was adopted by the Legislature as a strategic
counterpoint to the TPGA, by prohibiting initiatives from increasing voter approval thresholds for state or local measures unless voters approved the initiative by an equivalent vote.ii The Legislature also removed from the ballot SCA 2 (Allen), which proposed to repeal Article 34, requiring a vote on public housing projects. This measure had been recently shifted from the March to November ballots. The analysis of SCR 157 (Allen), which authorized the removal of SCA 2 from the ballot, mentioned challenges reaching voters on a crowded ballot, and that SB 469 (Allen) of 2023, had partially addressed the issues.
Below is a quick guide to the six propositions impacting local governments, organized by policy areas, with a brief summary, background on the politics, and implementation issues.
Local Vote Thresholds
Brief Summary: Proposition 5. No Title. Reduces the local vote threshold requirement from two-thirds (2/3rds) to fifty-five (55) percent for local public infrastructure and affordable housing financing proposals using general obligation bonds paid for with increases in ad valorem property taxes. If this proposal is approved by a majority of statewide voters, the reduced vote threshold will apply to local measures, including those appearing on the same ballot.
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2 The Politics: This measure provides voters the opportunity to reduce vote thresholds for local bonds which invest in infrastructure or affordable housing. Voters approved a similar reduction for school facility bond measures via Prop. 39 of 2000. This measure initially qualified for the March 2024 primary ballot with the approval of ACA 1 (Aguiar-Curry) in 2023, but it was later moved to the November ballot. In its initial form, the measure also proposed to reduce vote thresholds for special taxes and parcel taxes. However, in June, the Legislature approved ACA 10 (Aguiar-Curry), which narrowed it to only apply to general obligation bond measures and revised the definitions of “infrastructure” and “affordable housing.” In addition to ACA 10, the Legislature approved AB 2813 (Aguiar-Curry) containing additional implementation provisions. Supporters include local government agencies and infrastructure, affordable housing, and labor and public safety groups. Anticipated opponents are anti-tax groups and some business organizations.
Implementation: In addition to the implementation language contained in AB 2813, local agencies should expect legislative efforts in 2025 to further define and interpret its provisions.
Criminal Justice Reform
Brief Summary: Proposition 36. The Homelessness, Drug Addiction, and Theft Reduction Act. Increases criminal penalties for drug dealers who distribute fentanyl and other hard drugs; increases penalties for repeated theft and shoplifting; allows individuals convicted for possession of fentanyl and other “hard drugs” with two prior felony convictions to complete mandatory court-supervised drug and mental health treatment in lieu of further incarceration. Authorizes convictions for certain repeated crimes to be served in state prison rather than county jail. Imposes a two-thirds vote requirement on legislation that furthers this proposition’s purposes but allows majority votes on measures that either expand the definition of “hard drugs,” or the list of applicable prior convictions.
The Politics: District attorneys and major retailers sponsoring this measure attribute California’s challenges with homelessness, drug addiction, and repeated retail theft to the passage of Proposition 47 of 2014, which reduced criminal sanctions for possession of various hard drugs and theft. The Governor and legislators attempted to negotiate the removal of this proposition from the ballot by offering a package of legislation, including an alternative ballot proposal, aimed at addressing the underlying issues with more targeted approaches. As supporters of Prop. 47, they sought to retain its remedial approach to criminal justice and avoid major increases in imprisonment. Ultimately, those negotiations broke down.
But in a somewhat related move, the adopted state budget reduced 22,100 prison beds between prison closures and deactivated 42 prison housing units. It is unclear whether legislators will send the package of criminal justice legislation to the Governor or await the voter decision. In July, the Governor announced he will be campaigning against this measure.
Implementation: Tensions over criminal justice issues in the Legislature will not likely abate if this measure is approved by voters. The Governor and legislators, who oppose approaches to criminal justice that result in major increases in incarcerated individuals, were unsuccessful in their effort to remove this measure from the ballot. If voters approve Prop. 36, that does not mean their perspectives will change. As reflected in the state budget’s reduction of 22,100 prison beds, efforts to frustrate its implementation can be expected through lawsuits and other actions.
Local Rent Control
Brief Summary: Proposition 33. Justice for Renters Act. Prohibits the Legislature from limiting the right of any city, county, or city and county, to maintain, enact or expand residential rent control. Repeals the
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3 state “Costa-Hawkins Rental Housing Act,” a state law which prohibited the imposition of local rent control laws on housing units constructed on or after February 1, 1995. Costa-Hawkins also prohibits the application of rent control to single-family units and condominiums and allows landlords to set rents at market rates upon the vacancy of a tenant.
The Politics: The Costa-Hawkins Act was enacted by the Legislature in response to concerns by apartment owners, developers, and real estate groups arguing that local rent control ordinances chilled market incentives to develop new housing units. Thus, the law prohibited the application of local rent control ordinances to new units and voided “vacancy control” provisions which prohibited landlords from raising rents when tenants moved out. The Legislature also enacted AB 1482 (Chiu) in 2019, which imposed, with various exceptions, a statewide cap on annual rent increases (of 5%, plus inflation, not to exceed 10%) for existing multifamily housing units more than 15-years old. The sponsor of this measure is the AIDS Healthcare Foundation, which proposed two similar unsuccessful measures in 2018 and 2020. The opposition coalition is led by the California Apartment Association.
Implementation: While this measure would restore the “right” of local agencies to implement rent control policies, this flexibility could be blunted by other state laws. For example, local agencies could face resistance to aggressive rent control policies by the Department of Housing and Community Development when reviewing housing elements, especially if the Department deems rent control measures to be an impediment to the production of new rental housing units.
Minimum Wage
Brief Summary: Proposition 32. Living Wage Act of 2022. Increases the state minimum wage from $16 to $18 per hour. This rate would be effective January 1, 2025, for employers with 26 or more employees, and on January 1, 2026, for employers with 25 or fewer employees. Future increases are indexed to inflation. These provisions apply to private employers and state and local agencies.
The Politics: The findings accompanying this proposal identify challenges low-income adults and families face in earning sufficient income to meet basic needs. If this measure is approved by voters, California’s minimum wage would be nearly $2 more than Washington State ($16.23), and $3 or more per hour than all other states. Still, several California cities impose a local minimum wage in the $18 range, with the highest being West Hollywood at $19.08. The California Legislature also recently enacted a $20 minimum wage for fast-food workers and a $25 minimum wage for health care workers (which was delayed by the recent state budget over concerns over state cost impacts). While an opposition coalition has yet to officially form, concerns often raised with minimum wage increases is that they can make California less economically competitive and cause businesses to reduce hours or switch to technological solutions that eliminate jobs.
Implementation: This measure will have a range of impacts for local agencies. Increases in the minimum wage affect costs for staffing entry level positions and perhaps add pressure for increased wages throughout the workforce. Private employers in the community could respond by reducing hiring, cutting hours, or deciding to relocate to other states. Yet, even if the voters approve this measure, it is unclear how long this threshold will last. Nothing in this proposition keeps the Legislature from proposing further increases in the minimum wage. $18 per hour may appear comparatively low or inequitable to legislators who have already approved $20 for fast food workers, and $25 for health care workers.
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4 State Climate Bond
Brief Summary: Proposition 4. Safe Drinking Water, Wildfire Prevention, Drought Preparedness, and Clean Air Bond Act of 2024. Proposes a $10 billion “climate bond” allocated as follows:
• $3.8 billion for safe drinking water, drought, flood, and water resilience. • $1.5 billion for wildfire and forest resilience.
• $1.2 billion for coastal resilience.
• $1.2 billion for biodiversity protection and nature-based climate solutions. • $850 million for clean air.
• $700 million for park creation and outdoor access.
• $450 million for extreme heat mitigation.
• $300 million for climate-smart, sustainable, and resilient farms, ranches, and working lands programs.
The Politics: This measure was placed on the ballot by the Legislature with SB 867 (Allen). Discussions of a potential climate bond have been underway in the Legislature for several years, viewed as an opportunity to both augment state investments to address climate-related issues and offset reductions from recent budget deficits. While Prop. 4 is framed as a “climate bond,” it still allocates funding to many categories found in past “resources” bonds approved by voters since 2000. The Senate Floor analysis for SB 867 lists many environmental organizations in support with no registered opposition.
Implementation: A major change from prior state resources bonds is a focus on assisting disadvantaged communities. This measure requires projects to demonstrate significant benefits and offer workforce development opportunities for disadvantaged communities, severely disadvantaged communities and vulnerable populations, as those terms are defined. A minimum of 40 percent of the funding is reserved for disadvantaged communities, and 10 percent for severely disadvantaged communities. Eligible applicants include a wide range of public agencies and non-profits. Priority is required to be given to projects that leverage private, federal or local funding, or produce the greatest public benefit.
State School Bond
Brief Summary: Proposition 2. The Kindergarten Through Grade 12 Schools and Local Community College Public Education Facilities Modernization, Repair and Safety Bond Act of 2024. Proposes a $10 billion school facilities bond, assisting both K-12 schools and community colleges. Of this amount, $8.5 billion is allocated to K-12 schools (including $3.3 billion for new construction, and $4 billion for modernization or replacement of existing facilities). The remaining $1.5 billion is allocated for community colleges.
The Politics: This measure was placed on the ballot by AB 247 (Muratsuchi). School facility funding relies on three main sources: developer fees, local school bonds, and state general obligation school bonds.
Over the last three decades, voters have approved a series of state school facilities bonds, with the most recent being a $9 billion measure in 2016. Those funds have been exhausted for several years, and in 2020 a $15 billion bond, Prop. 13, failed. Tensions have continued to grow in legislative negotiations over school bonds, between amounts allocated to new school construction in affluent areas versus “modernizing” facilities in economically challenged communities. These tensions remain evident in the listing of supporters and opponents in the Senate Floor analysis. While AB 247 secured broad support from the development community, labor, and many school districts, some school districts and organizations remain in opposition.
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5 Implementation: This measure directs more resources than prior school bonds to schools facing challenging circumstances. Preferences in allocation formulas account for schools with limited bonding capacity and/or with higher percentages of students in poverty, foster youth, or English learners.
Increased flexibility is also provided to fund the repair or replacement of recreational, library and kitchen facilities, improve energy efficiency, remediate lead contamination, address seismic safety issues, and construct transitional kindergarten classrooms, preschool facilities and facilities for school nurses and counselors. Special assistance is also offered for small school districts with less than 2,501 students. Up to $600 million is also allocated to renovate or construct facilities for career technical education.
Four Other Ballot Measures
Below are the four other measures identified by the Secretary of Stateiii that will be decided by voters on the November ballot:
Proposition 3. Establishes a fundamental right to marry and repeals prior provision that only marriage is between a man and a woman is valid and recognized.
Proposition 6. Prohibits the Department of Corrections from disciplining an inmate for refusing to work.
Proposition 34. Requires certain health care providers to spend 98% of revenues from the federal discount prescription drug program on direct patient care.
Proposition 35. Makes permanent the existing tax on managed health care insurance plans, which the state uses to pay for health care services for low-income families and other groups covered by the Medi-Cal program.
i https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202320240ACA13 ii Moving ACA 13 to the 2026 ballot also serves as a potential deterrent to the sponsors of the Taxpayer Protection and Government Accountability Act to propose a similar measure. iii https://www.sos.ca.gov/elections/ballot-measures/qualified-ballot-measures
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DATE: August 19, 2024
TO: President and Members of the Estero Municipal Improvement District (EMID) Board of Directors
VIA: Stefan Chatwin, District Manager
Marlene Subhashini, Assistant District Manager
FROM: Andrew Brozyna, Public Works Director/City Engineer Laura Galli, Engineering Manager
Francine Magno, Senior Engineer
DEPARTMENT: Public Works
SUBJECT: WASTEWATER TREATMENT PLANT MASTER PLAN
IMPROVEMENTS PROJECT (CIP 455-652) - CLEAN WATER
PROGRAM - UPDATE FOR QUARTER 2 – APRIL THROUGH
JUNE 2024
RECOMMENDATION
It is recommended that the Board of Directors of the Estero Municipal Improvement District (EMID) by minute order, receive and accept this Q2 progress update on the Wastewater Treatment Plant (WWTP) Master Plan Improvements Project (CIP 455-652) – Clean Water Program (CWP). No further action is required by the EMID Board of Directors.
EXECUTIVE SUMMARY
This report summarizes the progress-to-date of the WWTP Master Plan Improvements Project (CIP 455-652) - Clean Water Program (CWP) for the City of San Mateo/EMID WWTP for the months of April 2024 through June 2024. The report includes summary information about construction and other project activities over the second quarter of the calendar year.
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BACKGROUND
The CWP is a comprehensive Capital Improvement Program to rehabilitate the sanitary sewer collection system in the City of San Mateo and the treatment systems at the San Mateo WWTP. EMID has 24.12% ownership of the WWTP. In October 2014, the City of San Mateo retained Jacobs to serve as the Program Manager responsible for overseeing the management of the approximately $1 billion-dollar combined program, including the coordination of the design, construction, and start-up activities of this multiyear project.
The EMID Board of Directors has requested that staff provide updates on a regular basis. The WWTP Expansion Project is being performed using a Construction Manager at Risk (CMAR) delivery method, whereby the contractor is involved in the project early in the design process and the City benefits from the contractor providing constructability input and insight to inform the design development.
The Program Manager and Construction Manager is Jacobs. The WWTP Expansion Project Design Engineer is HDR. The team for the disinfection improvements portion of the WWTP Expansion Project is Trussell Technologies. HDR is also providing Engineering Services During Construction (ESDC). The CMAR is Sundt Construction Inc. (Sundt).
ANALYSIS
Construction Package 1 – Site Preparation (Original Agreement with Sundt - $33,098,178) is complete and in the closeout phase. Construction Package 2 - Foundation Piles (Amendment No. 1 to the Agreement with Sundt - $17,716,049) is complete and the Notice of Completion was filed with the County in March 2024.
Construction Package 3 – WWTP Facilities (Amendment No. 2 to Sundt Agreement) is approximately 85% complete and is nearing its final stages. Efforts by the Contractor to mitigate schedule impacts from multiple change events are ongoing. Chemical area improvements are ongoing and are expected to be complete in July 2024, and construction of the new treatment facilities is currently anticipated to be complete in late Fall 2024.
Construction Progress
Installation of yard piping is complete, except for final connection of the force mains to the Headworks building which is scheduled for January 2025. Electrical equipment (gear including cabinets, breakers, switches, conduit and wiring) and mechanical equipment (piping with structural supports, motors, and pumps) continues to be installed in Areas 51 (Headworks), 52 (Primary Clarifiers), 53 (Bio-Actiflo), 55 (BNR), and 56 (MBR). Improvements to the following existing facilities continues: sodium hypochlorite day and bulk storage tanks and pumping systems; sodium bisulfate tanks and pumping systems; and chlorine contact basins.
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Administration Building and Maintenance Warehouse
Construction of the Administration Building and Maintenance Warehouse is substantially complete, and both buildings are now furnished. Leadership in Energy and Environmental Design (LEED) commissioning activities for the Administration Building are nearing completion. The project team is working on final punch list items and is working with San Mateo’s Building and Fire Departments to obtain Temporary Occupancy for both buildings. Subsequently, the City/WWTP Operations staff is planning to occupy the building in time for process startup and operations of the new WWTP. General sitewide work, such as site lighting, irrigation, landscaping, signage, and parking lot work, is ongoing.
Plant Commissioning
Construction of the new treatment facilities is currently anticipated to be complete in late Fall 2024. Clean water testing, process seeding (the introduction of microorganisms into the wastewater being treated), startup, and functional demonstration is expected to occur in the December 2024 to February 2025 timeframe.
The new liquid treatment processes are anticipated to be in full service by March 2025.
Final Project Completion
The current final completion is projected to be October 2025 (as of the end of June 2024). The overall schedule has been pushed out an additional 3 months due to various issues. As previously noted, a major portion of this schedule impact is stemming from challenges with the delivery of certain scopes of work, such as electrical components, due to supply chain issues. Several of these key components that would typically take months to order currently have lead times of over a year. Most recently, the contractor’s schedule underestimated the time it would take to perform the leak testing of the Primary Clarifier, Bio-Acti-Flo and the BNR basins, and the time it would take to fix the basins to pass the leak test. Additionally, the piping in the basins required repairs, as the contractor had not installed all the required isolation kits to prevent corrosion. As the contractor had to install isolation kits in pipe that had already been installed, this has taken additional time not previously accounted for.
Efforts by the contractor to mitigate schedule impacts from multiple change events are ongoing. The City of San Mateo and contractor are working together to minimize potential delays and reduce the potential completion date extension. The City of San Mateo has taken the following steps to mitigate further delays: (1) conducted all day workshops to review with the contractor their work product submittals in order to expedite the review and approval of submittals on a go forward basis; (2) reduced the level of work for the conversion of the aeration basins to the flow equalization basins; and (3) requested the contractor to analyze the impacts of these changes to streamline the review process and determine the impact on the overall schedule. Additionally, The City of San Mateo is continuing discussions with the contractor pertaining to the
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contractor’s responsibility for any resulting increases in management costs as a result of any schedule changes.
QUARTERLY CONSTRUCTION REPORT
Attachment #1 consists of selected portions of the Quarterly Progress Report for April through June 2024 published by the Program Management Team on July 22, 2024, summarizing the budget, schedule, and project activities that have occurred during the second quarter of 2024 and activities that are anticipated to occur in the third quarter of 2024 for the following projects:
• WWTP Expansion Project (comprised of GMP-1, GMP-2, and GMP-3), • Immediate Action Projects (IAPs)- supercritical major infrastructure projects, and • Annual Major Component Projects (AMCs)- ongoing annual maintenance projects.
Attachment #2 consists of a site plan showing the locations of the various process units being constructed as part of the projects.
Attachment #3 includes photographs of construction activities at the site over the past 3 months.
Attachment #4 includes a history of the Project financing.
More detailed information including additional photographs and architectural renderings of the completed WWTP Expansion Project as well as real time video of the active construction, are available on the Clean Water Program Project site:
https://cleanwaterprogramsanmateo.org/wwtp/.
CALIFORNIA ENVIRONMENTAL QUALITY ACT
A Programmatic Environmental Impact Report (EIR) was prepared for the WWTP Master Plan Improvements Project (State Clearinghouse No. 2015032006).
FISCAL IMPACT
There is no fiscal impact associated with receiving this update.
As described in the Quarterly Report provided as Attachment A, the total forecast Estimate at Completion (EAC) for the WWTP Expansion Project is approximately $572.18 million, which is an increase of approximately $100,000 (EMID share:
approximately $24,000) from the last quarterly update.
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CITY COUNCIL VISION, MISSION, AND VALUE/PRIORITY AREA
Facilities and Infrastructure
ATTACHMENTS:
Attachment 1 – Portions of Quarterly Progress Report – 2nd Quarter Report, April 1, 2024 to June 30, 2024
Attachment 2 – Wastewater Treatment Plant Site Plan
Attachment 3 – Construction Photographs
Attachment 4 – Project Financing
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Progress Through: June 30, 2024
Quarterly Progress Report
San Mateo Clean
Water Program
for the
Wastewater
Treatment Plant
Projects
2nd Quarter Report April 1, 2024
to June 30, 2024
Submitted on: July 22, 2024
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Active Wastewater Treatment Plant Projects
46T003 WWTP Nutrient Removal and Wet Weather Flow
Management Upgrade
Project Description:
The WWTP Upgrade and Expansion Project will replace aging infrastructure, provide capacity for wet weather flows, comply with regulatory requirements, enhance reliability, and produce a higher quality effluent that meets current and future permit requirements and Title 22 recycled water quality. Producing a higher quality effluent will enable the City to develop a water reuse Program.
GMP3 – Contract
Contractor Sundt
Award Date 9/21/2020
Construction NTP 9/22/2020
Duration (calendar days) 1584
Contracted Completion Date 1/23/2025
Total Original Contract Amount $379,880,747.00
Revised Contract Amount $383,790,833.00
Original Contingency Amount $13,900,000.00
Revised Contingency Amount $24,336,910.00
Forecast Completion Date 10/23/2025
Current Contracted Amount $405,134,195.00
Actual Expended $371,774,844.00
Current Period Activities
Project/Construction Management
Coordinating the Special Inspections Services
Providing Construction Inspection Services
Reviewing and recommending approval of change orders
Administering the Consultant and Subconsultants contracts Assisting with the Startup and Commissioning training of Plant Staff Monthly WWTP update meeting with Foster City management team.
April through June 2024 P A G E 10
SAN MATEO CLEAN WATER PROGRAM QUARTERLY REPORT
Q2 2024
Project Inside
Project Manager Leswin DCunha
Project Type Wastewater System
Phase Construction
GMP1 – Contract
Contractor Sundt
Award Date 5/6/2019
Construction NTP 6/4/2019
Duration (calendar days) 1124
Contracted Completion Date 7/1/2022
Total Original Contract Amount $33,098,178.00
Contingency Amount $1,725,000.00
Substantial Completion Date 2/1/2023
Current Contracted Amount $34,783,550.00
Actual Expended $31,630,697.00
GMP2 – Contract
Contractor Sundt
Award Date 5/4/2020
Construction NTP 5/5/2020
Duration (calendar days) 619
Contracted Completion Date 01/14/2022
Total Original Contract Amount $17,716,049.00
Contingency Amount $1,645,000.00
Acceptance Date 3/6//2024
Current Contracted Amount $17,963,767.00
Actual Expended $17,206,534.00
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Engineering Design/ Services During Construction
Interpretive Signage -:Contractor is in the process of procuring the signage. ESDC: HDR continued review of submittals and RFIs on GMP 3; development of design change notices; onsite and remote support by Resident Engineer. .HDR continuing the preparation of electronic Operations and Maintenance Manuals
Permitting:
Bay Area Air Quality Management District (BAAQMD)
A/C 30448 (Liquid Processes)
Because the A/C renewal request has been submitted, the City can continue construction/operation under the conditions of the existing permit until a new A/C permit is issued.
A/C 30449 (Generators)
Because construction is complete and source test data submitted, the City does not need to renew the A/C. The Source Test data was approved 10/26/23. The next step, issue the Permit to Operate (P/O). In the interim, the City can operate the generators under the conditions of the A/C permit.
Public Outreach
PM/CM and the CWP Public Outreach Lead coordinated on regular project updates to the website, newsletter, social media, etc.
Construction
GMP1
Project close out is almost completed.
GMP-2
Project is closed out and accepted.
GMP-3
The contracted completion date for GMP3 is January.23,2025. However, in mid-January 2024, the City was informed by the contractor that the procurement of the electrical panels required for programming the SCADA have been impacted by the supply change issues as a result of the Covid pandemic, and the leak testing of the basins taking longer than originally planned, the project end date is now projected to be October 2025. The Contractor and the City are working together to minimize the potential delays and reduce this potential completion date extension. The Contractor and the City are also discussing the responsibility of the Contractor in covering the increase in management costs as a result of this schedule change.
Commissioning meetings were held to continue discussing start-up activities, including roles and responsibilities.
Yard piping is complete except for final connection of the force mains to the Headworks schedule for January 2025.
Continued to install Electrical (gear including cabinets, breakers, switches, conduit and wiring) and Mechanical Equipment (piping with structural supports, motors and pumps) in Areas 51 (Headworks), 52 (Primary Clarifiers),53 (Bio- Actiflo), 55 (BNR) and 56 (MBR).
April through June 2024 P A G E 11
SAN MATEO CLEAN WATER PROGRAM QUARTERLY REPORT
Q2 2024
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442
Continued installation of the exterior siding, and ceiling in Area 80 (Admin. Building) projected to be completed in July 2024. Pending final approval from Building and Fire Departments. Continued installation of interior work for the Warehouse project to be completed by end of July 2024.
Pending final approval from Building and Frie Departments. Continued improvements to the existing Sodium Hypochlorite Day and Bulk Storage Tanks, and pumping systems.
Continued improvements to the existing Sodium Bisulfite Tanks and Pumping system. Continued improvements to the existing Chlorine Contact Basins. Parcel Map Recorded April 11, 2024
Next Period Activities
Project/Construction Management
HDR’s to continue to provide ESDC services including development of process O&M manuals, process training, expanded discipline-specific Resident Engineer services, and related known scope reflected in the contingency budget.
Engineering Design/Services During Construction
ESDC: HDR to continue to provide onsite resident engineering services.
Permitting
Coordination with Building and Fire Departments for Temporary Occupancy for Admin Building and Warehouse
Public Outreach
Provide project updates to the CWP Public Outreach Lead for monthly newsletter, website, and social media updates.
Continue as-needed support in response to resident queries via the communication hotline.
Construction
GMP-1
Close out project
GMP-2
Completed.
GMP-3
Continue to install Electrical (gear including cabinets, breakers, switches, conduit and wiring) and Mechanical Equipment (piping with structural supports, motors and pumps) in Areas 51 (Headworks), 52 (Primary Clarifiers),53 (Bio-Actiflo), 55 (BNR) and 56 (MBR). Continue coordination with Building and Fire Department for Temporary Occupancy .for Admin. Building.
Work on final punch list items.
Continue coordination with Building and Fire Department for Temporary Occupancy .for Warehouse. Work on final punch list items
Continue the improvements to the existing Sodium Hypochlorite and Sodium Bisulfite systems. Continue improvements to the Chlorine Contact Basins
April through March 2024 P A G E 12
SAN MATEO CLEAN WATER PROGRAM QUARTERLY REPORT
Q2 2024
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Risks and Opportunities
Cal Water’s New Potable Water Main Extension: Completed PG&E’s New Primary Service: Completed
Relocation of PG&E’s Utilities from Detroit Drive: Completed Financial Status
Current update shows an overrun ($39.47M) of original budget.
Millions
Budget $532.71
Actual Cost to date $506.92
Estimate at Completion $572.18
Schedule Status
As part of re-baseline efforts, the current forecast as of June 2024 , shows project completion to be in October 2025.
April through June 2024 P A G E 13
SAN MATEO CLEAN WATER PROGRAM QUARTERLY REPORT
Q2 2024
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46T009 IAP Package II
Project Description:
Replace and repair aging infrastructure at the WWTP by adding screening, flexibility, and redundancy for WWTP solids processes. The project includes: (1) Mechanical bar screen and repair of concrete wall at the IJB; (2) Effluent PS #1 pumping and piping improvements; (3) replace two of the oldest pumps in PS #1; (4) Cake pumping system: add second cake pumping system; and (5) Second cake hopper system: add a second cake hopper, slide gate, access walkway, and platform.
Current Period Activities
Project/Construction Management
Coordinated City negotiations with Contractor for time extension / delays.
Worked with Contractor on Cake pump issues.
Engineering Design/ Services During Construction
(Various)
Stantec ESDC is ongoing through the remainder of its construction period.
Permitting
No activities this period.
Public Outreach
No activities this period.
Construction
Immediate Action Projects, Package II (IAP II)
Replaced one of the mitered pipes, Analyzing if additional measures to resolve the pressure issue are needed.
Replace Sensors in Hopper on going testing to see if it functions properly Next Period Activities
Project/Construction Management
Continued change management support.
Engineering Design and Engineering Services During Construction Stantec ESDC is ongoing through the remainder of its construction period.
Continue review of submittals and RFI.
Permitting
No activities this period.
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SAN MATEO CLEAN WATER PROGRAM QUARTERLY REPORT
Q2 2024
Project Inside
Project Manager Tyler Kirkendall
Project Type Wastewater System
Phase Construction
Design Firm Stantec, HDR
IAP II – Contract
Contractor Myers & Sons
Award Date 2/11/2019
Construction NTP 2/19/2019
Duration (calendar days) 848
Contracted Completion Date 6/14/2021
Contract Amount $6,340,000
Contingency Amount $1,144,000
Forecast Completion Date 1/21/2025
Current Contracted Amount $7,167,599
Actual Expended $7,142,099
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Public Outreach
No activities this period.
Construction
Immediate Action Projects, Package II (IAP II)
Analyze if additional measures such as pipe supports, and polymer ring are needed in order to resolve the pressure issue.
Risks and Opportunities
Sludge Cake Hopper No. 1 has not successfully completed start-up testing. Contractor working to identify issue affecting Cake Pump No. 1 and requested both design engineer and Vendor assistance in their troubleshooting of Cake Pump No. 1. Design Engineer provided new sludge cake measurement technology selection in DC 8, which was issued to the Contractor in September. City contracted with a third party to provide recommendations for fixing the Cake pump. The third party has recommended removal of welded pipe and installation of new piping. The contractor has replaced the miter welded pipe for one of the pumps , analysis is ongoing to determine if additional measures are needed.
Delays to the project by sludge cake pumping system will result in significant delays to the project.
Financial Status
Current update shows an overrun ($5.73 M) of original budget.
Millions
Budget $13.02
Actual Cost to date $13.34
Estimate at
Completion $18.75
Schedule Status
Project schedule temporary on hold while issues are being resolved. Anticipates construction to be completed by January 21, 2025
April through June 2024 P A G E 36
SAN MATEO CLEAN WATER PROGRAM QUARTERLY REPORT
Q2 2024
5.11 Attachment 1 - Portions of Quarterly Progress Report - 2nd Quarter Report, April 1, 2024 to June 30, 2024
446
46T010 IAP Package III
Project Description:
Upgrade aging infrastructure and increase reliability for the effluent PS at the WWTP. Improvements include perform hydraulic analysis on the effluent PS and flow meters; replace MCCs P1, P2, P3, and P4 in the Main Structure Building; add variable-frequency drives (VFDs) and check valves on stormwater pumps; replace check valves (3) for dry weather pumps; replace MCCs/VFDs (4) and control panels (4) for dry weather pumps; and replace doors (3) and windows (10), repair roof, and add HVAC for the PS.
Current Period Activities
Project/Construction Management (City/TBD)
Project Bid opened on April 6, 2023
Project awarded to Mountain Cascade for $11,703,696
EAC revised to $17,711,486.
Project management by City Staff with Assistance from Jacobs Construction Management by Tanner Pacific
Engineering Design/ Services During Construction (HDR)
Review of Submittals and RFI’s
Construction
Started potholing to identify utilities and determine if there are any unknown conflicts.
Next Period Activities
Project/Construction Management (City/Tanner Pacific)
Construction Management by Tanner Pacific.
Engineering Design/ Services During Construction
HDR to continue EDSC.
Construction
Continue construction of Site Waste Pump Station and Improvements to the Effluent Pump Station Start replacement of Digester piping.
Risks and Opportunities
Rescoping the project push out the completion date of the project.
April through June 2024 P A G E 38
SAN MATEO CLEAN WATER PROGRAM QUARTERLY REPORT
Q2 2024
Project Inside
Project Manager TBD
Project Type Wastewater System
Phase Engineering
5.11 Attachment 1 - Portions of Quarterly Progress Report - 2nd Quarter Report, April 1, 2024 to June 30, 2024
447
Financial Status
The current update shows an overrun ($15.24 M) of the original budget. The original budget was an estimate to be used as a place holder that was set prior to having any knowledge of the project scope of work. The overall program carried a large contingency to compensate for this unknown and a portion of those contingencies are being used to offset this overrun. The current estimate is based on a defined scope of work.
Budget
$2.47
million
Actual Cost to
date
$3.65
million
Estimate at
Completion
$17.71
million
Schedule Status
Current forecast shows final completion in May 2025.
April through June 2024 P A G E 39
SAN MATEO CLEAN WATER PROGRAM QUARTERLY REPORT
Q2 2024
5.11 Attachment 1 - Portions of Quarterly Progress Report - 2nd Quarter Report, April 1, 2024 to June 30, 2024
448
46T090 Annual Major Component WWTP
Project Description:
Maintain reliable plant operations to meet regulatory permit requirements and repair and replace critical WWTP
infrastructure. The operations and maintenance team maintain an active list of potential projects that are implemented as funds are available.
Current Period Activities
Project/Construction Management (City/ TBD)
City to manage with City staff the Project Management with assistance from Jacobs.
AMC project
Update WWTP Biosolids and Energy Management Plan - Requests for proposal has been issued .
Proposal due in August 2024
Digester 1 Improvements - waiting for biosolids report to be completed. Centrifuge and Centrifuge Feed Pump Replacement - waiting for biosolids report to be completed. Solids Handling Systems I&C Improvements - waiting for biosolids report to be completed. Digester Transfer Pump Project – Awarded contractor currently procuring equipment. 3 Water Pumping Improvements – design ongoing anticipated November 2024 award DAFT Corrosion Improvements – recommendations for improvements being analyzed by City staff. Digest 2 Mixer Repair/Replacement – quote for repair being analyzed to determine in repair or replacement is the most cost-effective solution.
Permitting (Various)
None
Construction
Digester Transfer Pump Project was awarded in November 2023. The contractor is currently procuring equipment. Minor electrical work has started
Next Period Activities
Project/Construction Management (City/ Tanner Pacific)
Begin CM on the Digester Transfer Pump Project
Engineering Design/ Services During Construction
Design Consultants providing EDSC for the Digester Transfer Pump project. .Monthly WWTP update meeting with Foster City management team. for the AMC projects.
Permitting
None
Construction
Begin on site Construction on the Digester Transfer Pump project.
Risks and Opportunities
AMC 36 Centrifuge Conveyor Replacement is on hold.
April through June 2024 P A G E 41
SAN MATEO CLEAN WATER PROGRAM QUARTERLY REPORT
Q2 2024
Project Inside
Project Manager TBD
Project Type Wastewater System
Phase Engineering
5.11 Attachment 1 - Portions of Quarterly Progress Report - 2nd Quarter Report, April 1, 2024 to June 30, 2024
449
Financial Status
Project shows EAC over budget.by $4.0 million The original budget was an estimate to be used as a place holder that was set prior to having any knowledge of the project scope of work. The overall program carried a large contingency to compensate for this unknown and a portion of those contingencies are being used to offset this overrun. The current estimate is based on a defined scope of work.
Millions
Budget $8.92
Actual Cost to date $1.81
Estimate at Completion $12.92
Schedule Status
AMC 6 +23 was completed in November 2022.
AMC Digester 2 Mixer Repair/Replace, quote to repair mixer is being evaluated, approximately 6 months without Digester 2 online.
AMC Digester Transfer Pump was awarded in November 2023 to Contractor procuring equipment.
All other AMC projects are in the design or predesign phase.
April through June 2024 P A G E 42
5.11 Attachment 1 - Portions of Quarterly Progress Report - 2nd Quarter Report, April 1, 2024 to June 30, 2024
450
Completed Projects
Wastewater Treatment Plant Projects
Updated to latest values from EDEN (January 2020)
Name Start Date
Finish
Date Actual Cost
469948: SCADA Immediate Projects: Phase 2 (IAP) 1/2/2015 11/25/2015 $1,524,717 469962: Short-Term MCC Replacement Project (IAP) 1/2/2015 11/25/2015 $49,628 469973: Secondary System: Immediate Projects: SCs 1-4 and returnactivated sludge Pump Values (IAP) 1/2/2015 11/25/2015 $426,918
469975: Solids: Immediate Projects: GT 1&2 (IAP) 1/2/2015 11/25/2015 $372,358 469976: Immediate Projects: Boiler Replacement 1/2/2015 4/29/2016 $475,296 469978: Solids Building: Immediate. Projects: Centrifuge Hoist Project (IAP) 1/2/2015 11/25/2015 $2,410 46T002 IAP Package I 8/1/2018 8/28/19 $18,621,868
TOTAL $21,472,951
April through June 2024 P A G E 43
SAN MATEO CLEAN WATER PROGRAM QUARTERLY REPORT
Q2 2024
5.11 Attachment 1 - Portions of Quarterly Progress Report - 2nd Quarter Report, April 1, 2024 to June 30, 2024
451
WASTEWATER TREATMENT PLANT SITE PLAN
Attachment 2
Area 64
Area 52
Area 80
Area 51
Area 53
Area 55
Area 56
5.11 Attachment 2 - Wastewater Treatment Plant Site Plan 452
Area 51 Headworks Piping
July 5, 2024
April 2, 2024
April through June 2024 PAGE 14
5.11 Attachment 3 - Construction Photographs
453
Area 51 Preliminary Screens Area
July 5, 2024
April 2, 2024
April through June 2024 PAGE 15
5.11 Attachment 3 - Construction Photographs
454
Area 51 Electrical Room
July 5, 2024
April 2, 2024
April through June 2024 PAGE 16
5.11 Attachment 3 - Construction Photographs
455
Area 51 Dumpster Bay
July 5, 2024
April 2, 2024
April through June 2024 PAGE 17
5.11 Attachment 3 - Construction Photographs
456
Area 51 Grit Washers
July 5, 2024
April 2, 2024
April through June 2024 PAGE 18
5.11 Attachment 3 - Construction Photographs
457
Area 64 Odor Control Area
July 5,2024
April 2, 2024
April through June 2024 PAGE 19
5.11 Attachment 3 - Construction Photographs
458
Area 52 Primary Clarifiers
July 5, 2024
April 2, 2024
April through June 2024 P A G E 20
5.11 Attachment 3 - Construction Photographs
459
Area 52 Preliminary Effluent Pump Station
July 5, 2024
April 2, 2024
April through June 2024 P A G E 21
5.11 Attachment 3 - Construction Photographs
460
View Inside the Electrical Room for Area 56
July 5, 2024
April 2, 2024
April through June 2024 Page 22
5.11 Attachment 3 - Construction Photographs
461
View inside the Membrane Permeate Pump Room Area 56
July 5, 2024
April 2, 2024
April through June 2024 Page 23
5.11 Attachment 3 - Construction Photographs
462
Area 56 MBR Cartridge Trains
July 5, 2024
April 2, 2024
April through June 2024 Page 24
5.11 Attachment 3 - Construction Photographs
463
Area 56 Blowers Room
July 5, 2024
April 2, 2024
April through June 2024 Page 25
5.11 Attachment 3 - Construction Photographs
464
View of Area 80 – Ongoing Work
July 5, 2024
April 2, 2024
April through June 2024 Page 26
5.11 Attachment 3 - Construction Photographs
465
Area 80 Admin Building Exterior North Elevation
July 5, 2024
April 2, 2024
April through June 2024 Page 27
5.11 Attachment 3 - Construction Photographs
466
East Elevation
July 5, 2024
April 2, 2024
April through June 2024 Page 28
5.11 Attachment 3 - Construction Photographs
467
Area 80 Admin. Bldg. - South Elevation
July 5, 2024
April 2, 2024
April through June 2024 Page 29
5.11 Attachment 3 - Construction Photographs
468
Area 80 Admin. Bldg. - Operations Control Room
July 5, 2024
April 2, 2024
April through June 2024 Page 30
5.11 Attachment 3 - Construction Photographs
469
Area 80 Admin. Bldg. Laboratory
July 5, 2024
April 2, 2024
April through June 2024 Page 31
5.11 Attachment 3 - Construction Photographs
470
Reception Area
July 5, 2024
April 2, 2024
April through June 2024 Page 32
5.11 Attachment 3 - Construction Photographs
471
View of the Warehouse
July 5, 2024
April 2, 2024
April through June 2024 Page 33
5.11 Attachment 3 - Construction Photographs
472
Interior of the Warehouse
July 5, 2024
April2, 2024
April through June 2024 Page 34
5.11 Attachment 3 - Construction Photographs
473
IAP2
Hopper
Piping
April through June 2024 P A G E 37
5.11 Attachment 3 - Construction Photographs
474
IAP3
Site Waste Station Site -setting casing
Effluent Pump Station Site- Drilling Wet Well
April through June 2024 P A G E 40
5.11 Attachment 3 - Construction Photographs
475
ATTACHMENT #4
PROJECT FINANCING
In addition to cash from the District’s and City of San Mateo’s wastewater enterprises, financing for the project consists of the following funding sources:
Revenue Bonds – The San Mateo Foster City Public Financing Authority (“PFA”) sold $270 million in revenue bonds in 2019 for Clean Water Program costs. The District’s share of the proceeds from that bond issue was $40,131,000. The WWTP 2019 bond funds were fully expended in July 2021.
The Program through the San Mateo-Foster City PFA is obtaining additional financing through the two programs as described below:
Water Infrastructure Finance and Innovation Act (WIFIA) - The PFA approved the close of the WIFIA loan in November 2020 in the total amount of $277.2 million (San Mateo share is $210.4 million and EMID share is $67.8 million). The WIFIA loan has excellent rates (1.32% for San Mateo and 1.14% for EMID). We have until 8/1/25 to start drawing on the WIFIA loan.
2021 Wastewater Revenue Notes, Series A (Estero Municipal Improvement District) - On July 1, 2021, the San Mateo-Foster City PFA issued $62.76 million of 2021 Wastewater Revenue Notes, Series A (EMID) to attain a cost savings (from lower interest rates than the WIFIA loan) of approximately $1.1 million for the financing of EMID’s share of WWTP project costs. These notes have a maturity date of 8/1/25 when the City will draw on the WIFIA Loan to pay off the notes.
State Revolving Fund (SRF) –The SRF loan package, for a maximum loan amount of $137,000,000, was approved by the State with an interest rate not to exceed
1.6% (EMID’s share of the loan is $33,044,400). These funds are now available as part of the financial strategy for the project.
5.11 Attachment 4 - Project Financing
476
DATE: August 19, 2024
TO: Mayor and Members of the City Council
VIA: Stefan Chatwin, City Manager
FROM: Priscilla Schaus, Communications Director/City Clerk DEPARTMENT: Communications/City Clerk
SUBJECT: APPOINTMENTS OF THREE RESIDENT MEMBERS, TWO
YOUTH MEMBERS, AND ONE SMALL BUSINESS MEMBER TO
THE CITIZENS SUSTAINABILITY ADVISORY COMMITTEE
RECOMMENDATION
It is recommended that the City Council interview and, by Minute Order, • Appoint three (3) Resident Members, to a full term expiring on August 31, 2027; • Appoint two (2) Youth Members to full terms expiring on August 31, 2027; and • Appoint a Small Business Member to a partial term expiring on August 31, 2025.
EXECUTIVE SUMMARY
The purpose of the Citizens Sustainability Advisory Committee (CSAC) is to advise the City Council on sustainability issues facing Foster City regarding Environmental, Economic, or Social sustainability and research, review, and provide comments on proposed programs and initiatives, including the updated Climate Action Plan.
The Citizens Sustainability Advisory Committee was established by City Resolution No. 2022-46 at the May 2, 2022 City Council Regular Meeting. Terms for Three (3) Resident Member seats and two (2) Youth Member seats are expiring on August 31, 2024. The Small Business Member seat became vacant due to the member resigning in May 2024. A notice for recruitment was advertised for five weeks on the City’s website and social media starting July 1, 2024.
6.1 6.1 Staff Report
477
Staff received three Resident Member applications, three Youth Member applications, and two Small Business Member applications. Should the City Council decide to fill the positions, the committee would have a full complement.
BACKGROUND/ANALYSIS
The Citizens Sustainability Advisory Committee was established by City Resolution No. 2022-46 at the May 2, 2022 City Council Regular Meeting. Per the Policy Statement of the Committee, membership is as follows:
• Five (5) Foster City Resident voting member seats; and • One (1) Foster City Resident youth voting member seat; and • Two (2) In-town Business voting member seats:
• One (1) business voting member should be from one of the City’s major employers
• One (1) business voting member should be from one of the City’s small businesses
• One (1) In-town Non-Profit voting member seat
At the August 1, 2022 City Council meeting, three (3) Resident Members and two (2) Youth Members were appointed to two-year terms expiring on August 31, 2024.
According to the Policy Statement, generally each member of the Committee will serve a term of three (3) years but since the Committee’s existence was in its first year, certain members were appointed to two-year terms to stagger the terms of office.
The Small Business member seat was filled at the July 17, 2023 City Council Regular meeting but the member submitted their resignation in May 2024. The recruitment for all vacancies were listed for five weeks on the Foster City website and advertised on City’s social media platforms.
The following residents (listed in alphabetical order) have submitted applications for the Resident Member seats:
• Kenneth Huo
• Nilofer Motiwala
• Shuning Yan
Three applications were received for the two youth member seats. The applicants are:
• Siddharth Gogi
• Nyssa Mitra
• Ashita Pant
Two applications were received for the Small Business Member seat. The applications are:
• Shilpi Goel
• Pooja Malik
6.1 6.1 Staff Report
478
All applicants were invited to the August 19th City Council meeting.
California Environmental Quality Act
Not Applicable
FISCAL IMPACT
There is no fiscal impact.
CITY COUNCIL VISION, MISSION, AND VALUE/PRIORITY AREA
City Council Operations and Improved Community Engagement Innovation and Sustainability
ATTACHMENTS:
Attachment 1 – Press Release
Attachment 2 – Resident Committee Applications
Attachment 2 – Youth Committee Applications
Attachment 3 – Small Business Member Applications
6.1 6.1 Staff Report
479
NEWS RELEASE
The City of Foster City
Priscilla Schaus, Public Information Officer
[email protected]; (650) 286-3250
FOR IMMEDIATE RELEASE
Press Release #070124-01
Serve Your Community – Join the Citizens Sustainability Advisory Committee
Contact: Priscilla Schaus, Communications Director/City Clerk, (650) 286-3250, [email protected]
Foster City, CA; July 1, 2024 – Want to make a positive impact in Foster City? Serving on a committee or commission is a great way for you to participate in local government and serve your community. The City of Foster City is currently accepting applications for the Citizens Sustainability Advisory Committee (CSAC) to fill six vacancies. Term information is as follows:
• Five vacancies for full terms (three residents, two youth): Three-year terms, starting September 1, 2024, to August 31, 2027.
• One vacancy completing an existing term (small business representative): Three-year term, which started September 1, 2022, to August 31, 2025.
Meetings are held on the second Wednesday of each month at 6:30pm. CSAC consists of 10 members, comprised in the following fashion: five Foster City resident member seats; two Foster City resident youth member seats; and two in-town business member seats (one business voting member should be from one of the City’s major employers; and the other should be from one of the City’s small businesses); as well as one in-town nonprofit member seat.
The Citizens Sustainability Advisory Committee shall advise the City Council on sustainability issues facing Foster City regarding environmental, economic, or social sustainability and research, review, and provide comments on proposed programs and initiatives.
Those interested are invited to submit applications by 5:00 p.m. on Thursday, August 1, 2024.
Applicants are required to attend the August 19, 2024 City Council meeting for consideration of an official appointment. For more information and to download an application, visit
6.1 Attachment 1- Press Release
480
www.fostercity.org/bc-csac. Return completed applications by email to [email protected].
Please note that incomplete applications will not be accepted. ###
6.1 Attachment 1- Press Release
481
6.1 Attachment 2 - Resident Applications
482
6.1 Attachment 2 - Resident Applications
483
6.1 Attachment 2 - Resident Applications
484
Please note, no attachments to this form will be accepted.
Please list names of any community organizations or activities to which you belong or in which you have participated, including dates of participation and offices held, if any:
________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ Please list individuals who are well acquainted with your personal and/or professional qualifications Name Address Occupation Phone
Name Address Occupation Phone
Name Address Occupation Phone
Please state reasons and objectives for desiring to become a member of this committee/commission:
Citizens Sustainability Advisory Committee - August 2022 - Present, Chair (Jan 2023 - Jan 2024) Pacific Beach Coalition - 2022 - Present, Site captain Foster City Team up and Clean up - volunteer Carey School Sustainability Committtee - Court Appointed Special Advocate - 2019 - 2021 - Volunteer Lynn Adams President, Pacific Beach Coalition Rushabh Doshi Enginering Andrea Drago Volunteer I have enjoyed serving on CSAC for the past 2 years and being chair for 1 year. Along with the team I have engaged with the Foster City residents via tabling events at 4th of July, Summer Days and workshops. These helped provide input into the City's climate action plan and has increased the community's familiarity with CSAC.
I co-lead a fun, interactive and engaging Earth Day event and am now working on a similar event for Clean Air Day. Along with the team, I have found ways to partner with other organizations - eg Parks and Rec, Scouts and Rotary to support each others events and provide volunteer opportunity.
If appointed to another term, I would like to continue the momentum, continue engagement with residents, businesses and partner organizations and help the city implement its Climate Action Plan.
6.1 Attachment 2 - Resident Applications
485
6.1 Attachment 2 - Resident Applications
486
6.1 Attachment 2 - Resident Applications
487
6.1 Attachment 3 - Youth Applications
488
Please list names of any community organizations or activities to which you belong or in which you have participated, including dates of participation and offices held, if any:
Acterra Palo Alto: Santa Clara County Green Business Network Intern (June 2023-July 2023) County of San Mateo: Student Democracy Ambassador (Feb 2024-March 2024) Foster City Citizens' Sustainability Advisory Committee: Youth MemberNice Chair (2022-2024) Please list individuals who are well acquainted with your personal and/or professional qualifications Marni Malone
Name Address Occupation Phone
James Norman
Name Address Occupation Phone
Name Address Occupation Phone
Please state reasons and objectives for desiring to become a member of this committee/commission:
I am passionate about environmental policy and community outreach. As Vice Chair on CSAC for the past two years, I have helped with the drafting of the updated Climate Action Plan through various outreach efforts and social marketing suggestions. By joining CSAC again, I hope to continue helping with the Climate Action Plan project by assissting with its official adoption and implementation. As part of the committee, I took detailed meeting minutes and helped summarize action items for the committee. I also took part in the efforts of the Community Outreach and Earth Day subcommittees; I aim to continue along these lines for another term.
Please note, no attachments to this form will be accepted.
6.1 Attachment 3 - Youth Applications
489
6.1 Attachment 3 - Youth Applications
490
6.1 Attachment 3 - Youth Applications
491
6.1 Attachment 3 - Youth Applications
492
Please list names of any community organizations or activities to which you belong or in which you have participated, including dates of participation and offices held, if any:
YAC: 2023-present, member of Youth in STEM subdivision
Interact Club: 2023-present, activities manager
Foster City Library Maker volunteer: 2023-present, 3D printing maker volunteer Synergy Badminton Youth Advanced Coach: June 2024-present Synergy Badminton Front Desk: June 2024-present
Please list individuals who are well acquainted with your personal and/or professional qualifications Adeline Jones , San Mateo, CA 94403 Community Services Coordinator Name
Kate Drabek
Name
Name
Address Occupation Phone
Hayward CA 94544 Senior Library Assistant-Feser City Library Address Occupation Phone
Address Occupation Phone
Please state reasons and objectives for desiring to become a member of this committee/commission:
Growing up in Foster City my whole life, I've witnessed the city evolve through its many stages. From the time when the arts & wine festival would spill over to the Atria complex-which was then a patch of barren land-to the construction of the bay trail's wall. Now, as I get the chance to be part of the decision-making process first-hand, I hope to offer my own insights for the city which I am so deeply rooted in.
Participating in the Youth Activities Council (YAC) under the Youth in STEM division truly affirmed my passion for community service, as it was the perfect outlet for me to gain preliminary experience to fulfill my interests in the intersection of social equity, community work, and science. Through YAC, I learned a lot about responsibility, communication, and pitching my thoughts, as well as taking into account other ideas to address the bigger picture, and I hope to further this skillset on the citizens sustainability advisory board.
My first encounter with sustainability issues in Foster City city was after attending a youth district-wide event where we participated in various social workshops, and had the opportunity to speak with a panel of city representatives regarding the state of their respective cities. Sustainability was a major topic of discussion, particularly in terms of city projects, development of community infrastructure, and widespread life-style changes. What stood out to me most was when Stacy Jimenez revealed the reality of the water resource scarcity issue in Foster City. Foster City never struck me as a drought-ridden or water deficient region, with its lush flora and fauna surrounding much of the buildings and roads. So, it was alarming to hear that by 2050, the water supply in Foster City would dwindle to extreme lows at the current rate of consumption. After the seminar, I saw Foster City in a new light. Its beautiful landscaping and high quality of life may give the illusion of perfection, when the reality is quite the opposite, as the city does, in fact, face issues regarding its preservation and sustainability. Upon this realization, I knew that I wanted to take action and help contribute to addressing sustainability in Foster City.
Please note, no attachments to this form will be accepted.
6.1 Attachment 3 - Youth Applications
493
6.1 Attachment 4 - Small Business Member Applications
494
6.1 Attachment 4 - Small Business Member Applications
495
6.1 Attachment 4 - Small Business Member Applications
496
Please list names of any community organizations or activities to which you belong or in which you have participated, including dates of participation and offices held, if any:
Bloomberg Women's Buy Side Network, California, Co-founder, 2021 - Present 100 Women in Finance, Global Angel, 2012 - Present
CFA Society of San Francisco, 2010 - Present
Association of Asian American Investment Managers (AAAIM), 2020 - Present Please list individuals who are well acquainted with your personal and/or professional qualifications Dr. Ken Hui , San Mateo Investment Management
Name Address Occupation Phone
Rekha Pai Los Altos Hills Venture Capital
Name Address Occupation Phone
Kevin Li Santa Clara Professor, Santa Clara Univ.
Name Address Occupation Phone
Please state reasons and objectives for desiring to become a member of this committee/commission:
Dear Selection Panel,
I am writing to express my enthusiastic interest in becoming a member of the Sustainability Committee for Foster City. As a small business owner who deeply loves and cares for our community, I am committed to contributing to the ongoing efforts to enhance the environmental sustainability and overall quality of life in Foster City. I have been working in Foster City for over 10 years and am extremely familiar with the city.
Reasons for Application:
1. **Commitment to the Community:**
Foster City is not just where I work; it is a place I deeply care about. I am dedicated to ensuring that our community remains vibrant, healthy, and sustainable for future generations. My passion for fostering a strong, eco-friendly community drives me to seek this opportunity.
2. **Environmental Stewardship:**
My personal and professional life reflects my strong commitment to environmental sustainability. At home, I have invested in solar panels and drive an electric car to reduce my carbon footprint. I believe in leading by example and am committed to promoting sustainable practices within our community.
3. **Professional Experience:**
In my professional capacity as founder and CEO, I have successfully led initiatives to make my company carbon neutral.
https://www.nipuncapital.com/wp-content/uploads/2024/07 /240724-ClimatePartner-CCF-N ipun-Capital-lg Please note, no attachments to this form will be accepted.
6.1 Attachment 4 - Small Business Member Applications
497
DATE: August 19, 2024
TO: Mayor and Members of the City Council
VIA: Stefan Chatwin, City Manager
FROM: Priscilla Schaus, Communications Director/City Clerk DEPARTMENT: Communications/City Clerk
SUBJECT: APPOINTMENT OF VOTING DELEGATE AND ALTERNATES
FOR THE LEAGUE OF CALIFORNIA CITIES 2024 ANNUAL
CONFERENCE
RECOMMENDATION
It is recommended that the City Council, by Minute Order, appoint one voting delegate and two alternates to be present at the League of California Cities (“Cal Cities”) Annual Conference General Assembly Meeting to be held on Friday October 18.
EXECUTIVE SUMMARY
The Cal Cities’ 2024 Annual Conference is scheduled for October 16-18. An important part of the Annual Conference is the Annual General Assembly Meeting, where member cities can take action on resolutions that establish Cal Cities policy. The General Assembly is comprised of one voting delegate from each member city. Each city may also appoint alternate voting delegates, who may vote in the event that the designated voting delegate is unable to serve in that capacity. Cal Cities has advised City Council to take action to designate voting delegates by September 25, 2024.
Vice Mayor Stacy Jimenez is the City’s alternate Representative/Liaison to Cal Cities and Mayor Patrick Sullivan is the City’s Representative/Liaison.
Four members of the City Council have signed up to attend the conference. See attached Memorandum from Cal Cities regarding designation of voting delegates and alternates.
6.2 6.2 Staff Report
498
California Environmental Quality Act
Not Applicable
FISCAL IMPACT
There will be no fiscal impact.
CITY COUNCIL VISION, MISSION, AND VALUE/PRIORITY AREA
City Council Operations and Improved Community Engagement ATTACHMENTS:
Attachment 1 - Memorandum
6.2 6.2 Staff Report
499
1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org
DATE: Wednesday, July 10, 2024
TO: Mayors, Council Members, City Clerks, and City Managers RE: DESIGNATION OF VOTING DELEGATES AND ALTERNATES
League of California Cities Annual Conference and Expo, Oct. 16-18, 2024 Long Beach Convention Center
Every year, the League of California Cities convenes a member-driven General Assembly at the Cal Cities Annual Conference and Expo. The General Assembly is an important opportunity where city officials can directly participate in the development of Cal Cities policy.
Taking place on Oct. 18, the General Assembly is comprised of voting delegates appointed by each member city; every city has one voting delegate. Your appointed voting delegate plays an important role during the General Assembly by representing your city and voting on resolutions.
To cast a vote during the General Assembly, your city must designate a voting delegate and up to two alternate voting delegates, one of whom may vote if the designated voting delegate is unable to serve in that capacity. Voting delegates may either be an elected or appointed official.
Action by Council Required. Consistent with Cal Cities bylaws, a city’s voting delegate and up to two alternates must be designated by the city council. Please note that designating the voting delegate and alternates must be done by city council action and cannot be accomplished by individual action of the mayor or city manager alone.
Following council action, please submit your city’s delegates through the online submission portal by Wed., Sept. 25. When completing the Voting Delegate submission form, you will be asked to attest that council action was taken. You will need to be signed in to your My Cal Cities account when submitting the form.
Submitting your voting delegate form by the deadline will allow us time to establish voting delegate/alternate records prior to the conference and provide pre-conference communications with voting delegates.
Conference Registration Required. The voting delegate and alternates must be registered to attend the conference. They need not register for the entire conference; they may register for Friday only. Conference registration is open on the Cal Cities website.
Council Action Advised by September 25, 2024
6.2 Attachment 1 - Memorandum
500
For a city to cast a vote, one voter must be present at the General Assembly and in possession of the voting delegate card and voting tool. Voting delegates and alternates need to pick up their conference badges before signing in and picking up the voting delegate card at the voting delegate desk. This will enable them to receive the special sticker on their name badges that will admit the voting delegate into the voting area during the General Assembly.
Please view Cal Cities’ event and meeting policy in advance of the conference.
Transferring Voting Card to Non-Designated Individuals Not Allowed. The voting delegate card may be transferred freely between the voting delegate and alternates, but only between the voting delegate and alternates. If the voting delegate and alternates find themselves unable to attend the General Assembly, they may not transfer the voting card to another city official.
Seating Protocol during General Assembly. At the General Assembly, individuals with a voting card will sit in a designated area. Admission to the voting area will be limited to the individual in possession of the voting card and with a special sticker on their name badge identifying them as a voting delegate.
The voting delegate desk, located in the conference registration area of the Long Beach Convention Center in Long Beach, will be open at the following times: Wednesday, Oct. 16, 8:00 a.m.-6:00 p.m. and Thursday, Oct. 17, 7:30 a.m.-4:00 p.m. On Friday, Oct. 18, the voting delegate desk will be open at the General Assembly, starting at 7:30 a.m., but will be closed during roll calls and voting.
The voting procedures that will be used at the conference are attached to this memo.
Please share these procedures and this memo with your council and especially with the individuals that your council designates as your city’s voting delegate and alternates.
Once again, thank you for submitting your voting delegate and alternates by Wednesday, Sept. 25. If you have questions, please contact Zach Seals at [email protected].
Attachments:
• General Assembly Voting Guidelines
• Information Sheet: Cal Cities Resolutions and the General Assembly
6.2 Attachment 1 - Memorandum
501
1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org General Assembly Voting Guidelines
1. One City One Vote. Each member city has a right to cast one vote on matters pertaining to Cal Cities policy.
2. Designating a City Voting Representative. Prior to the Cal Cities Annual Conference and Expo, each city council may designate a voting delegate and up to two alternates; these individuals are identified on the voting delegate form provided to the Cal Cities Credentials Committee.
3. Registering with the Credentials Committee. The voting delegate, or alternates, may pick up the city's voting card at the voting delegate desk in the conference registration area. Voting delegates and alternates must sign in at the voting delegate desk. Here they will receive a special sticker on their name badge and thus be admitted to the voting area at the General Assembly.
4. Signing Initiated Resolution Petitions. Only those individuals who are voting delegates (or alternates), and who have picked up their city’s voting card by providing a signature to the credentials committee at the voting delegate desk, may sign petitions to initiate a resolution.
5. Voting. To cast the city's vote, a city official must have in their possession the city's voting card and voting tool; and be registered with the credentials committee. The voting card may be transferred freely between the voting delegate and alternates but may not be transferred to another city official who is neither a voting delegate nor alternate.
6. Voting Area at General Assembly. At the General Assembly, individuals with a voting card will sit in a designated area. Admission to the voting area will be limited to the individual in possession of the voting card and with a special sticker on their name badge identifying them as a voting delegate.
7. Resolving Disputes. In case of dispute, the credentials committee will determine the validity of signatures on petitioned resolutions and the right of a city official to vote at the General Assembly.
6.2 Attachment 1 - Memorandum
502
Sixty days before the
Annual Conference
and Expo, Cal Cities
members may submit
policy proposals on
issues of importance
to cities. The resolution must
have the concurrence of at least
five additional member cities or
individual members.
How it works: Cal Cities
Resolutions and the General Assembly
General Assembly
General Resolutions Policy Committees
Developing League of California Cities policy is a dynamic process that engages a wide range of members to ensure Cal Cities represents cities with one voice. These policies directly guide Cal Cities’ advocacy to promote local decision-making, and lobby against statewide policies that erode local control.
The resolutions process and General Assembly is one way that city officials can directly participate in the development of Cal Cities policy. If a resolution is approved at the General Assembly, it becomes official Cal Cities policy. Here’s how resolutions and the General Assembly work.
The petitioned
resolution is an
alternate method
to introduce policy
proposals during
the annual conference. The
petition must be signed by
voting delegates from 10% of
member cities, and submitted to
the Cal Cities President at least
24 hours before the beginning
of the General Assembly.
Petitioned Resolutions
The Cal Cities
President assigns
general resolutions
to policy committees
where members
review, debate, and recommend
positions for each policy proposal.
Recommendations are forwarded
to the Resolutions Committee.
Who’s who
The Resolutions Committee
includes representatives
from each Cal Cities
diversity caucus, regional
division, municipal
department, and policy
committee, as well as
individuals appointed by
the Cal Cities president.
Voting delegates
are appointed by each
member city; every city
has one voting delegate.
The General Assembly is a
meeting of the collective
body of all voting
delegates —one from
every member city.
Seven policy committees
meet throughout the year
to review and recommend
positions to take on bills
and regulatory proposals.
Policy committees include
members from each Cal
Cities diversity caucus,
regional division, and
municipal department,
as well as individuals
appointed by the Cal
Cities president.
During the General Assembly, voting delegates
debate and consider general and petitioned
resolutions forwarded by the Resolutions
Committee. Potential Cal Cities bylaws
amendments are also considered at this meeting.
Cal Cities policy
development is a memberinformed process,
grounded in the voices and
experiences of city officials
throughout the state.
For more information visit www.calcities.org/general-assembly Prior to the Annual Conference and Expo
Resolutions Committee
The Resolutions
Committee considers
all resolutions. General
Resolutions approved1 by
either a policy committee
or the Resolutions Committee are next
considered by the General Assembly.
General resolutions not approved, or
referred for further study by both a
policy committee and the Resolutions
Committee do not go to the General
Assembly. All Petitioned Resolutions
are considered by the General
Assembly, unless disqualified.2
During the Annual Conference and Expo
1 The Resolution Committee can amend a general resolution prior to sending it to the General Assembly. 2 Petitioned Resolutions may be disqualified by the Resolutions Committee according to Cal Cities Bylaws Article VI. Sec. 5(f).
6.2 Attachment 1 - Memorandum
503
DATE: August 19, 2024
TO: Mayor and Members of the City Council
VIA: Stefan Chatwin, City Manager
FROM: Kevin Ortiz, Management Analyst
DEPARTMENT: City Manager
SUBJECT: CONSIDERATION OF APPLICATIONS FOR NONPROFIT
AGENCY FUNDING FOR FISCAL YEAR 2024-2025
RECOMMENDATION
It is recommended that the City Council consider applications for nonprofit agency funding for FY 2024-2025 and by Minute Order, provide direction to staff regarding funding recommendations.
EXECUTIVE SUMMARY
The City’s FY 2024-2025 Final Budget includes a funding allocation of $75,000 for contributions to nonprofit agencies that provide services to the Foster City community.
For FY 2024-2025, the City received funding requests from seventeen (17) nonprofit agencies, totaling $191,000.
At the February 26, 2024 Special Meeting, the City Council provided direction to City staff to conduct the FY 2024-2025 Nonprofit Grant Program. In alignment with the City Council’s direction, the City’s Nonprofit Grant Program Guidelines (Attachment 1) and application detailed the funding level percentages and eligible activities for each Nonprofit Community Needs Category, which are included below.
Basic Services – Activities include, but are not limited to, services for the homeless, seniors, youth, and low-income individuals and families, such as subsistence programs, healthcare initiatives, and rental assistance.
6.3 6.3 Staff Report
504
Nonprofits submitting applications in this Community Needs Category are eligible for 60% of the total amount allocated by the City Council.
Community Enrichment – Activities that promote community enrichment, including, but not limited to, educational and recreational programs and initiatives that promote social equity and engagement.
Nonprofits submitting applications in this Community Needs Category are eligible for 25% of the total amount allocated by the City Council.
Community Health – Activities include, but are not limited to, programs or projects that support Foster City residents’ well-being, preserve city resources, or increase community environmental sustainability.
Nonprofits submitting applications in this Community Needs Category are eligible for 15% of the total amount allocated by the City Council.
In addition, the Nonprofit Grant Program Guidelines detailed the Application Process and Funding Process for FY 2024-25. As part of the process, staff is seeking City Council’s direction on a funding recommendation for each nonprofit agency at a public City Council meeting.
BACKGROUND/ANALYSIS
For many years, the City Council has designated funds to support local nonprofit agencies that operate programs and provide services that benefit the Foster City community. The Final FY 2024-2025 Budget includes a budget allocation of $75,000 for funding contributions to nonprofit agencies under the City Council's Community Promotion Budget.
The City received nonprofit funding program applications from seventeen (17) nonprofit agencies for FY 2024-2025 (Attachment 3). As detailed in the Application Process (Attachment 1), staff evaluated nonprofit applications received by the deadline for completeness. In compliance with the Ralph M. Brown Act, staff subsequently shared the nonprofit applications via email with each City Councilmember individually. Using the Community Needs Categories, Councilmembers provided their proposed funding allocations for each nonprofit agency separately, which were then compiled by staff and included on the agenda for Council’s consideration at the August 19, 2024 City Council Meeting (Attachment 2).
In addition, nonprofit applicants were invited to appear during the Public Comment period during any City Council Regular Meeting prior to Council determining a funding recommendation/allocation for each nonprofit agency. This provided nonprofit applicants with the opportunity to share their programs or services that benefit the Foster City community.
6.3 6.3 Staff Report
505
At the August 19, 2024 City Council Regular Meeting, the City Council has the opportunity to consider the nonprofit applications and funding allocations using the Community Needs Categories, build consensus during the public meeting, and provide direction to staff regarding funding allocations for each nonprofit agency. Once funding allocations are determined and approved by the City Council via Minute Order, staff will send out a written notice to all nonprofit funding applicants to notify them of their status.
Nonprofit agencies selected for funding will be notified in writing of the City Council’s approval and funding allocation, and will be asked to submit an invoice and W-9 documentation to the City to receive the funds.
California Environmental Quality Act
Not Applicable
FISCAL IMPACT
Funding in the amount of $75,000 was earmarked in the approved FY 2024-2025 Final Budget, specifically under the City Council’s Community Promotion Expenses – Contributions to Other Agencies Budget (Account No. 001-1030-413-4260).
CITY COUNCIL VISION, MISSION, AND VALUE/PRIORITY AREA
Smart Planning, Development, and the Local Economy
Innovation and Sustainability
ATTACHMENTS:
Attachment 1 – Nonprofit Grant Program Guidelines FY 2024-2025 Attachment 2 – City Council Individual Proposed Funding Allocations (Compiled) Attachment 3 – FY 2024-2025 Nonprofit Funding Grant Applications (Compiled)
6.3 6.3 Staff Report
506
Updated May 28, 2024
Foster City Nonprofit Grant Program Guidelines
Fiscal Year 2024-2025
PROGRAM PURPOSE
The Foster City Nonprofit Grant Program designates funding through the annual budget process for grant funding to local nonprofit agency programs and projects that improve the health, social, and educational enrichment, human or community welfare, and/or economic opportunities of Foster City residents.
FUNDING
Funding levels are determined annually by the City Council during budget preparation.
Funding may be approved from any combination of the General Fund, Special Funds, or any other funds controlled by the City. Typically, funding is available in the City Council’s Community Promotion Budget, Account No. 001-1030-413-4260 (Contributions to Other Agencies).
ELIGIBLE NONPROFIT AGENCIES
Only local nonprofit agencies are eligible for funding. For the purpose of this program, “Local” means that the agency provides services within San Mateo County and can demonstrate a benefit to Foster City residents. “Nonprofit” means that the organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code.
COMMUNITY NEEDS CATEGORIES AND ELIGIBLE ACTIVITIES
The Nonprofit Grant Program will consider applications in the following primary community needs categories:
Basic Services – Activities include, but are not limited to, services for the homeless, seniors, youth, and low-income individuals and families such as subsistence programs, healthcare initiatives, and rental assistance.
Nonprofits submitting applications in this Community Needs Category are eligible for 60% of the total amount allocated by the City Council.
Community Enrichment – Activities that promote community enrichment, including, but not limited to, educational and recreational programs and initiatives that promote social equity and engagement.
Nonprofits submitting applications in this Community Needs Category are eligible for 25% of the total amount allocated by the City Council.
6.3 Attachment 1 - Nonprofit Grant Program Guidelines FY 2024-2025 507
Updated May 28, 2024
Community Health – Activities include, but are not limited to, programs or projects that support Foster City residents’ well-being, preserve city resources, or increase community environmental sustainability.
Nonprofits submitting applications in this Community Needs Category are eligible for 15% of the total amount allocated by the City Council.
APPLICATION
Applicants should consider the following criteria when filling out the application.
Incomplete applications will not be considered.
APPLICATION CRITERIA DESCRIPTION
Administrative Capacity • Organization experience/Past performance in providing the proposed project or program
• Stability of the organization and adequacy of staffing • Collaboration with other agencies and/or elimination
of redundancy of service
• Budget/Leveraging of Funds
Identification/Analysis of
Local Needs
• Documentation of Local Need
• Alignment with goals identified in City’s policy
documents (e.g., Council priorities, General Plan,
etc.)
Program Purpose • Program goals clearly stated and attainable • Service levels measurable
APPLICATION PROCESS
1. At a City Council Study Session, the City Council re-confirms the process it wants to take to solicit and award nonprofit grant funding and provides direction on the funding placeholder to be used in the Preliminary Budget document.
2. City staff advertises the nonprofit funding process on the City’s website, issues a press release, and e-mails nonprofits that received funding in the prior year, any additional nonprofits identified by the Council, and any nonprofit that requests the information, outlining the timelines and requirements.
3. Nonprofits submit applications by the identified due date.
4. Staff evaluates nonprofit applications to ensure applications are complete. Using the Community Needs Funding Levels, City Council members will privately provide their funding recommendation for each nonprofit. These recommendations will be presented for consideration at a future City Council meeting.
5. Nonprofits are invited to any City Council regular meeting during the nonprofit application period to speak about their respective agencies during the Public Comment portion.
6.3 Attachment 1 - Nonprofit Grant Program Guidelines FY 2024-2025 508
Updated May 28, 2024
6. At a City Council Regular Meeting, funding recommendations will be considered for each nonprofit.
7. Once funding is approved, staff sends a notice to all applicants, notifying them of their status and describing the process for receiving funding for those who are approved.
FUNDING PROCESS
Agencies selected for funding will be notified in writing of the City Council's approval and funding amount and will be asked to submit an invoice and W-9 documentation to the City to receive the funds.
6.3 Attachment 1 - Nonprofit Grant Program Guidelines FY 2024-2025 509
Nonprofit Agencies Website
First Time
Applicant? Category 501(c)(3)
Annual
Report
Application
Link
FY 20-21
Final
FY 21-22
Final*
FY 22-23
Final
FY 23-24
Final
FY 24-25
Request
Patrick
Sullivan Notes
CORA Link No Basic Services Yes Yes Application -- -- -- $ 8,000 $ 10,000 $ 8,000 LifeMoves Link No Basic Services Yes Yes Application $ 5,000 $ 10,000 $ 10,000 -- $ 10,000 $ 5,000 Mission Hospice & Home Care Link No Basic Services Yes No Application -- $ 5,000 $ 7,000 -- $ 9,000 $ 10,000 PARCA Link No Basic Services Yes No Application $ 2,700 $ 5,000 $ 5,000 $ 6,600 $ 8,000 $ 8,500 Samaritan House Link No Basic Services Yes Yes Application $ 15,000 $ 15,000 $ 20,000 $ 20,000 $ 20,000 $ 18,500 StarVista Link No Basic Services Yes Yes Application $ 1,800 $ 5,000 $ 5,000 $ 5,000 $ 5,000 $ - Subtotal $ 62,000 $ 50,000
BayBasi Link No Community Enrichment Yes No Application $ 1,340 -- -- $ 2,450 $ 10,000 $ 3,000 Foster City Historical Society Link No Community Enrichment Yes No Application -- -- -- -- $ 9,000 $ 6,000 Foster City Village Link No Community Enrichment Yes No Application $ 10,000 $ 15,000 $ 7,000 $ 9,050 $ 15,000 $ 5,500 Hillbarn Theatre Link No Community Enrichment Yes No Application $ 3,100 $ 20,000 $ 4,000 $ 4,000 $ 20,000 $ - Ho'okahi Pu'uwai Outrigger Canoe Club Link Yes Community Enrichment Yes No Application -- -- -- -- $ 20,000 $ - Island United Church Link Yes Community Enrichment Yes Yes Application -- -- -- -- $ 10,000 $ - Ombudsman Services of San Mateo County Link No Community Enrichment Yes No Application $ 2,200 $ 5,000 -- -- $ 10,000 $ - Peninsula Musical Arts Association Link Yes Community Enrichment Yes No Application -- -- -- -- $ 10,000 $ - Peninsula Jewish Community Center Link Yes Community Enrichment Yes No Application -- -- -- -- $ 10,000 $ 5,500 San Mateo-Foster City Community Education Foundation Link No Community Enrichment Yes No Application -- $ 30,000 $ 6,000 $ 8,400 $ 10,000 $ - Subtotal $124,000 $ 20,000
Pacific Beach Coalition Link Yes Community Health Yes Yes Application -- -- -- -- $ 5,000 $ 5,000 Subtotal $ 5,000 $ 5,000
Category Percentage $ 75,000
Basic Services 60% $ 45,000 $ 191,000 $ 75,000
Community Enrichment 25% $ 18,750
Community Health 15% $ 11,250
Total Requests
*FY 21-22 was an outlier year as funding was supplemented with a large donation from Gilead Sciences
6.3 Attachment 2 - City Council Individual Proposed Funding Allocations (Compiled) 510
Nonprofit Agencies Website
First Time
Applicant? Category 501(c)(3)
Annual
Report
Application
Link
FY 20-21
Final
FY 21-22
Final*
FY 22-23
Final
FY 23-24
Final
FY 24-25
Request
Stacy
Jimenez Notes
CORA Link No Basic Services Yes Yes Application -- -- -- $ 8,000 $ 10,000 $ 5,000 LifeMoves Link No Basic Services Yes Yes Application $ 5,000 $ 10,000 $ 10,000 -- $ 10,000 $ 5,000 Mission Hospice & Home Care Link No Basic Services Yes No Application -- $ 5,000 $ 7,000 -- $ 9,000 $ 5,000 PARCA Link No Basic Services Yes No Application $ 2,700 $ 5,000 $ 5,000 $ 6,600 $ 8,000 $ 5,000 Samaritan House Link No Basic Services Yes Yes Application $ 15,000 $ 15,000 $ 20,000 $ 20,000 $ 20,000 $ 20,000 StarVista Link No Basic Services Yes Yes Application $ 1,800 $ 5,000 $ 5,000 $ 5,000 $ 5,000 $ 5,000 Subtotal $ 62,000 $ 45,000
BayBasi Link No Community Enrichment Yes No Application $ 1,340 -- -- $ 2,450 $ 10,000 $ 2,000 Foster City Historical Society Link No Community Enrichment Yes No Application -- -- -- -- $ 9,000 $ 2,000 Foster City Village Link No Community Enrichment Yes No Application $ 10,000 $ 15,000 $ 7,000 $ 9,050 $ 15,000 $ 9,000 Hillbarn Theatre Link No Community Enrichment Yes No Application $ 3,100 $ 20,000 $ 4,000 $ 4,000 $ 20,000 $ 5,000 Ho'okahi Pu'uwai Outrigger Canoe Club Link Yes Community Enrichment Yes No Application -- -- -- -- $ 20,000 $ 2,000 Island United Church Link Yes Community Enrichment Yes Yes Application -- -- -- -- $ 10,000 $ - Ombudsman Services of San Mateo County Link No Community Enrichment Yes No Application $ 2,200 $ 5,000 -- -- $ 10,000 $ - Peninsula Musical Arts Association Link Yes Community Enrichment Yes No Application -- -- -- -- $ 10,000 $ - Peninsula Jewish Community Center Link Yes Community Enrichment Yes No Application -- -- -- -- $ 10,000 $ - San Mateo-Foster City Community Education Foundation Link No Community Enrichment Yes No Application -- $ 30,000 $ 6,000 $ 8,400 $ 10,000 $ 5,000 Subtotal $124,000 $ 25,000
Pacific Beach Coalition Link Yes Community Health Yes Yes Application -- -- -- -- $ 5,000 $ 5,000 Subtotal $ 5,000 $ 5,000
Category Percentage $ 75,000
Basic Services 60% $ 45,000 $ 191,000 $ 75,000
Community Enrichment 25% $ 18,750
Community Health 15% $ 11,250
Total Requests
*FY 21-22 was an outlier year as funding was supplemented with a large donation from Gilead Sciences
6.3 Attachment 2 - City Council Individual Proposed Funding Allocations (Compiled) 511
Nonprofit Agencies Website
First Time
Applicant? Category 501(c)(3)
Annual
Report
Application
Link
FY 20-21
Final
FY 21-22
Final*
FY 22-23
Final
FY 23-24
Final
FY 24-25
Request
Jon
Froomin Notes
CORA Link No Basic Services Yes Yes Application -- -- -- $ 8,000 $ 10,000 $ 6,000 LifeMoves Link No Basic Services Yes Yes Application $ 5,000 $ 10,000 $ 10,000 -- $ 10,000 $ 6,000 Mission Hospice & Home Care Link No Basic Services Yes No Application -- $ 5,000 $ 7,000 -- $ 9,000 $ 3,500 PARCA Link No Basic Services Yes No Application $ 2,700 $ 5,000 $ 5,000 $ 6,600 $ 8,000 $ 3,500 Samaritan House Link No Basic Services Yes Yes Application $ 15,000 $ 15,000 $ 20,000 $ 20,000 $ 20,000 $ 20,000 StarVista Link No Basic Services Yes Yes Application $ 1,800 $ 5,000 $ 5,000 $ 5,000 $ 5,000 $ 5,000 Subtotal $ 62,000 $ 44,000
BayBasi Link No Community Enrichment Yes No Application $ 1,340 -- -- $ 2,450 $ 10,000 $ 1,500 Foster City Historical Society Link No Community Enrichment Yes No Application -- -- -- -- $ 9,000 $ 2,500 Foster City Village Link No Community Enrichment Yes No Application $ 10,000 $ 15,000 $ 7,000 $ 9,050 $ 15,000 $ 12,000 Hillbarn Theatre Link No Community Enrichment Yes No Application $ 3,100 $ 20,000 $ 4,000 $ 4,000 $ 20,000 $ - Ho'okahi Pu'uwai Outrigger Canoe Club Link Yes Community Enrichment Yes No Application -- -- -- -- $ 20,000 $ - Island United Church Link Yes Community Enrichment Yes Yes Application -- -- -- -- $ 10,000 $ - Ombudsman Services of San Mateo County Link No Community Enrichment Yes No Application $ 2,200 $ 5,000 -- -- $ 10,000 $ 2,500 Peninsula Musical Arts Association Link Yes Community Enrichment Yes No Application -- -- -- -- $ 10,000 $ - Peninsula Jewish Community Center Link Yes Community Enrichment Yes No Application -- -- -- -- $ 10,000 $ 3,500 San Mateo-Foster City Community Education Foundation Link No Community Enrichment Yes No Application -- $ 30,000 $ 6,000 $ 8,400 $ 10,000 $ 7,000 Subtotal $ 124,000 $ 29,000
Pacific Beach Coalition Link Yes Community Health Yes Yes Application -- -- -- -- $ 5,000 $ 2,000 Subtotal $ 5,000 $ 2,000
Category Percentage $ 75,000
Basic Services 60% $ 45,000 $ 191,000 $ 75,000
Community Enrichment 25% $ 18,750
Community Health 15% $ 11,250
Total Requests
*FY 21-22 was an outlier year as funding was supplemented with a large donation from Gilead Sciences
6.3 Attachment 2 - City Council Individual Proposed Funding Allocations (Compiled) 512
Nonprofit Agencies Website
First Time
Applicant? Category 501(c)(3)
Annual
Report
Application
Link
FY 20-21
Final
FY 21-22
Final*
FY 22-23
Final
FY 23-24
Final
FY 24-25
Request Sam Hindi Notes
CORA Link No Basic Services Yes Yes Application -- -- -- $ 8,000 $ 10,000 $ 9,000 LifeMoves Link No Basic Services Yes Yes Application $ 5,000 $ 10,000 $ 10,000 -- $ 10,000 $ 10,000 Mission Hospice & Home Care Link No Basic Services Yes No Application -- $ 5,000 $ 7,000 -- $ 9,000 $ 6,000 PARCA Link No Basic Services Yes No Application $ 2,700 $ 5,000 $ 5,000 $ 6,600 $ 8,000 $ 6,250 Samaritan House Link No Basic Services Yes Yes Application $ 15,000 $ 15,000 $ 20,000 $ 20,000 $ 20,000 $ 20,000 StarVista Link No Basic Services Yes Yes Application $ 1,800 $ 5,000 $ 5,000 $ 5,000 $ 5,000 $ 5,000 Subtotal $ 62,000 $ 56,250
BayBasi Link No Community Enrichment Yes No Application $ 1,340 -- -- $ 2,450 $ 10,000 $ - Foster City Historical Society Link No Community Enrichment Yes No Application -- -- -- -- $ 9,000 $ 2,000 Foster City Village Link No Community Enrichment Yes No Application $ 10,000 $ 15,000 $ 7,000 $ 9,050 $ 15,000 $ 4,000 Hillbarn Theatre Link No Community Enrichment Yes No Application $ 3,100 $ 20,000 $ 4,000 $ 4,000 $ 20,000 $ 1,000 Ho'okahi Pu'uwai Outrigger Canoe Club Link Yes Community Enrichment Yes No Application -- -- -- -- $ 20,000 $ 1,000 Island United Church Link Yes Community Enrichment Yes Yes Application -- -- -- -- $ 10,000 $ - Ombudsman Services of San Mateo County Link No Community Enrichment Yes No Application $ 2,200 $ 5,000 -- -- $ 10,000 $ 2,000 Peninsula Musical Arts Association Link Yes Community Enrichment Yes No Application -- -- -- -- $ 10,000 $ - Peninsula Jewish Community Center Link Yes Community Enrichment Yes No Application -- -- -- -- $ 10,000 $ - San Mateo-Foster City Community Education Foundation Link No Community Enrichment Yes No Application -- $ 30,000 $ 6,000 $ 8,400 $ 10,000 $ 8,750 Subtotal $124,000 $ 18,750
Pacific Beach Coalition Link Yes Community Health Yes Yes Application -- -- -- -- $ 5,000 $ - Subtotal $ 5,000 $ -
Category Percentage $ 75,000
Basic Services 60% $ 45,000 $ 191,000 $ 75,000
Community Enrichment 25% $ 18,750
Community Health 15% $ 11,250
Total Requests
*FY 21-22 was an outlier year as funding was supplemented with a large donation from Gilead Sciences
6.3 Attachment 2 - City Council Individual Proposed Funding Allocations (Compiled) 513
Nonprofit Agencies Website
First Time
Applicant? Category 501(c)(3)
Annual
Report
Application
Link
FY 20-21
Final
FY 21-22
Final*
FY 22-23
Final
FY 23-24
Final
FY 24-25
Request Art Kiesel Notes
CORA Link No Basic Services Yes Yes Application -- -- -- $ 8,000 $ 10,000 $ 9,000 LifeMoves Link No Basic Services Yes Yes Application $ 5,000 $ 10,000 $ 10,000 -- $ 10,000 $ 4,000 Mission Hospice & Home Care Link No Basic Services Yes No Application -- $ 5,000 $ 7,000 -- $ 9,000 $ 7,000 PARCA Link No Basic Services Yes No Application $ 2,700 $ 5,000 $ 5,000 $ 6,600 $ 8,000 $ 6,000 Samaritan House Link No Basic Services Yes Yes Application $ 15,000 $ 15,000 $ 20,000 $ 20,000 $ 20,000 $ 15,000 StarVista Link No Basic Services Yes Yes Application $ 1,800 $ 5,000 $ 5,000 $ 5,000 $ 5,000 $ 4,000 Subtotal $ 62,000 $ 45,000
BayBasi Link No Community Enrichment Yes No Application $ 1,340 -- -- $ 2,450 $ 10,000 $ 1,500 Foster City Historical Society Link No Community Enrichment Yes No Application -- -- -- -- $ 9,000 $ 250 Foster City Village Link No Community Enrichment Yes No Application $ 10,000 $ 15,000 $ 7,000 $ 9,050 $ 15,000 $ 9,000 Hillbarn Theatre Link No Community Enrichment Yes No Application $ 3,100 $ 20,000 $ 4,000 $ 4,000 $ 20,000 $ 4,000 Ho'okahi Pu'uwai Outrigger Canoe Club Link Yes Community Enrichment Yes No Application -- -- -- -- $ 20,000 $ 500 Island United Church Link Yes Community Enrichment Yes Yes Application -- -- -- -- $ 10,000 $ 500 Ombudsman Services of San Mateo County Link No Community Enrichment Yes No Application $ 2,200 $ 5,000 -- -- $ 10,000 $ 500 Peninsula Musical Arts Association Link Yes Community Enrichment Yes No Application -- -- -- -- $ 10,000 $ 1,000 Peninsula Jewish Community Center Link Yes Community Enrichment Yes No Application -- -- -- -- $ 10,000 $ 500 San Mateo-Foster City Community Education Foundation Link No Community Enrichment Yes No Application -- $ 30,000 $ 6,000 $ 8,400 $ 10,000 $ 1,000 Subtotal $124,000 $ 18,750
Pacific Beach Coalition Link Yes Community Health Yes Yes Application -- -- -- -- $ 5,000 $ 5,000 Subtotal $ 5,000 $ 5,000
Category Percentage $ 75,000
Basic Services 60% $ 45,000 $ 191,000 $ 68,750
Community Enrichment 25% $ 18,750
Community Health 15% $ 11,250
Total Requests
*FY 21-22 was an outlier year as funding was supplemented with a large donation from Gilead Sciences
6.3 Attachment 2 - City Council Individual Proposed Funding Allocations (Compiled) 514
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 515
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 516
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 517
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 518
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 519
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 520
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 521
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 522
Form 990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
A For the 2023 calendar year, or tax year beginning , 2023, and ending , 20 B Check if applicable:
Address change
Name change
Initial return
Final return/terminated
Amended return
Application pending
C Name of organization
Doing business as
Number and street (or P.O. box if mail is not delivered to street address) Room/suite City or town, state or province, country, and ZIP or foreign postal code D Employer identification number
E Telephone number
F Name and address of principal officer:
G Gross receipts $
H(a) Is this a group return for subordinates? Yes No
H(b) Are all subordinates included? Yes No
If “No,” attach a list. See instructions.
H(c) Group exemption number
I Tax-exempt status: 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527 J Website:
K Form of organization: Corporation Trust Association Other L Year of formation: M State of legal domicile:
Part I Summary Activities & Governance
1 Briefly describe the organization’s mission or most significant activities:
2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 Number of voting members of the governing body (Part VI, line 1a) ......... 3 4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ..... 5 6 Total number of volunteers (estimate if necessary) .............. 6 7 a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a b Net unrelated business taxable income from Form 990-T, Part I, line 11 ....... 7b Revenue Expenses
Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ............ 9 Program service revenue (Part VIII, line 2g) ........... 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) ...... 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) . . . 12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3) ..... 14 Benefits paid to or for members (Part IX, column (A), line 4) ...... 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 16a Professional fundraising fees (Part IX, column (A), line 11e) ...... b Total fundraising expenses (Part IX, column (D), line 25) 17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e) ..... 18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) . 19 Revenue less expenses. Subtract line 18 from line 12 ........
Net Assets or
Fund Balances
Beginning of Current Year End of Year
20 Total assets (Part X, line 16) ................
21 Total liabilities (Part X, line 26) ................ 22 Net assets or fund balances. Subtract line 21 from line 20 ......
Part II Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign
Here
Signature of officer Date
Type or print name and title
Paid
Preparer
Use Only
Print/Type preparer’s name Preparer’s signature Date Check if self-employed
PTIN
Firm’s name
Firm’s address
Firm’s EIN
Phone no.
May the IRS discuss this return with the preparer shown above? See instructions ........... Yes No For Paperwork Reduction Act Notice, see the separate instructions. Cat. No. 11282Y Form 990 (2023) January 01 December 31 23
BAYBASI INC
816 PERSEUS LN, 650-619-8220
26-2921484
FOSTER CITY, CA 94404-2818 250,949
Rajat Das ✔
816 PERSEUS LN, FOSTER CITY, CA, 94404-2818
www.baybasi.us
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✔ Non Profit
Organization 2008 CA
See Schedule O.
10 10
0 50
0 0
115,215 144,315
24,783 40,097
0 0
10,499 23,900
150,497 208,312
7,265 11,151
0 0
0 0
0 0
0 137,386 164,673
144,651 175,824
5,846 32,488
91,472 123,960
0 0
91,472 123,960
Rajat Das , Treasurer
03/10/2024
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 523
Form 990 (2023) Page 2
Part III Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ............. 1 Briefly describe the organization’s mission:
2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? ........................... Yes No If “Yes,” describe these new services on Schedule O.
3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? ................................. Yes No
If “Yes,” describe these changes on Schedule O.
4 Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4 a (Code: ) (Expenses $ including grants of $ ) (Revenue $ ) 4b (Code: ) (Expenses $ including grants of $ ) (Revenue $ ) 4 c (Code: ) (Expenses $ including grants of $ ) (Revenue $ ) 4d Other program services (Describe on Schedule O.)
(Expenses $ including grants of $ ) (Revenue $ )
4e Total program service expenses
Form 990 (2023)
See Schedule O.
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122,463 117,501 4,962
Baybasi's annual autumn festival is a vibrant celebration that mirrors the rich traditions of Indian Autumn festival, more specifically in Kolkata, West Bengal, bringing together over 3000 attendees from across the San Francisco Bay Area. This cultural extravaganza showcases an array of activities including traditional performances by local artists, engaging activities for children, and a host of cultural programs that highlight the spirit of Bengal. Volunteers play a pivotal role in bringing the essence of community and heritage to life, ensuring a memorable experience for everyone involved. Join us for a day filled with joy, culture, and community spirit, as we celebrate the beauty of Bengali heritage in the heart of California.
24,125 0 0
Baybasi's Spring Festival is a colorful celebration of Bengali culture. The event features a variety of performances, children's activities, and local artists, all set against the backdrop of a vibrant community gathering. Volunteers add to the festival's warmth, making it a perfect day for families to immerse in the traditions of Bengal. Experience the joy of spring with us, where culture and community come alive!
7,553 0 0
Baybasi's Holi celebration is a dynamic explosion of colors and joy, uniting over 3000 people from the SF Bay Area in a spectacular showcase of Bengali culture. This lively event is filled with music, dance, and the traditional play of colors, embodying the spirit of togetherness and renewal that marks the festival.
From engaging activities for all ages to the performances by talented local artists, it's a day where community bonds are strengthened in the most vibrant way possible. Join Baybasi in welcoming spring with open arms and painted faces, making lasting memories in a kaleidoscope of joy. 21,683 0 0
175,824
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 524
Form 990 (2023) Page 3
Part IV Checklist of Required Schedules
Yes No
1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A ............................. 1
2 Is the organization required to complete Schedule B, Schedule of Contributors? See instructions .... 2 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I .............. 3 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II ........... 4 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If “Yes,” complete Schedule C, Part III . . 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I ........................ 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II . . . 7 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III .......................... 8 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV .............. 9 10 Did the organization, directly or through a related organization, hold assets in donor-restricted endowments or in quasi-endowments? If “Yes,” complete Schedule D, Part V ............... 10 11 If the organization’s answer to any of the following questions is “Yes,” then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If “Yes,” complete Schedule D, Part VI .......................... 11a b Did the organization report an amount for investments—other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII ........ 11b c Did the organization report an amount for investments—program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII ........ 11c d Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX .............. 11d e Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X 11e f Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X 11f 12 a Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI and XII ........................... 12a b Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered “No” to line 12a, then completing Schedule D, Parts XI and XII is optional 12b 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E .... 13 14a Did the organization maintain an office, employees, or agents outside of the United States? ..... 14a b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV..... 14b 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV ........... 15 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV........ 16 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I. See instructions ..... 17 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II ............... 18 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III ....................... 19 20 a Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H ...... 20a b If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? . 20b 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II .... 21 Form 990 (2023)
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 525
Form 990 (2023) Page 4
Part IV Checklist of Required Schedules (continued)
Yes No
22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III ............ 22 23 Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J ...................... 23 24 a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a ............... 24a b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? ........................ 24c d Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year? . . 24d 25 a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I ..... 25a b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I ........................ 25b 26 Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part II ... 26 27 Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If “Yes,” complete Schedule L, Part III .................... 27 28 Was the organization a party to a business transaction with one of the following parties? (See the Schedule L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions). a A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If “Yes,” complete Schedule L, Part IV ........................ 28a b A family member of any individual described in line 28a? If “Yes,” complete Schedule L, Part IV .... 28b c A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If “Yes,” complete Schedule L, Part IV ........................ 28c 29 Did the organization receive more than $25,000 in noncash contributions? If “Yes,” complete Schedule M 29 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M ................ 30 31 Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N, Part I 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II .......................... 32 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I ........... 33 34 Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1 ............................ 34 35 a Did the organization have a controlled entity within the meaning of section 512(b)(13)? ....... 35a b If “Yes” to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2 .. 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2 .............. 36 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI 37 38 Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note: All Form 990 filers are required to complete Schedule O .............. 38 Part V Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V .............
Yes No
1a Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable .... 1a b Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable . . . 1b c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ................. 1c Form 990 (2023)
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 526
Form 990 (2023) Page 5
Part V Statements Regarding Other IRS Filings and Tax Compliance (continued) 2 a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . 2b Yes No
3a Did the organization have unrelated business gross income of $1,000 or more during the year? .... 3a b If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation on Schedule O . 3b 4 a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a b If “Yes,” enter the name of the foreign country
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . 5a b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b c If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ............... 5c 6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ..... 6a b If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? .......................... 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ........................ 7a b If “Yes,” did the organization notify the donor of the value of the goods or services provided? ..... 7b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? ........................... 7c d If “Yes,” indicate the number of Forms 8282 filed during the year ........ 7d e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7e f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . 7f g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? 7g h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 7h 8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........ 8 9 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966? ........ 9a b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . . . 9b 10 Section 501(c)(7) organizations. Enter:
a Initiation fees and capital contributions included on Part VIII, line 12 ....... 10a b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . 10b 11 Section 501(c)(12) organizations. Enter:
a Gross income from members or shareholders ............... 11a b Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ............... 11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a b If “Yes,” enter the amount of tax-exempt interest received or accrued during the year . . 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? ........ 13a Note: See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans .......... 13b c Enter the amount of reserves on hand ................. 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? ...... 14a b If “Yes,” has it filed a Form 720 to report these payments? If “No,” provide an explanation on Schedule O . 14b 15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? .................... 15 If “Yes,” see the instructions and file Form 4720, Schedule N. 16 Is the organization an educational institution subject to the section 4968 excise tax on net investment income? 16 If “Yes,” complete Form 4720, Schedule O.
17 Section 501(c)(21) organizations. Did the trust, or any disqualified or other person, engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ....... 17 If “Yes,” complete Form 6069.
Form 990 (2023)
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 527
Form 990 (2023) Page 6
Part VI Governance, Management, and Disclosure. For each “Yes” response to lines 2 through 7b below, and for a “No” response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI .............
Section A. Governing Body and Management
Yes No
1a Enter the number of voting members of the governing body at the end of the tax year . . 1a If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O.
b Enter the number of voting members included on line 1a, above, who are independent . 1b 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................. 2 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person? . 3 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 4 5 Did the organization become aware during the year of a significant diversion of the organization’s assets? . 5 6 Did the organization have members or stockholders? .................. 6 7 a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................... 7a b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ................. 7b 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a The governing body? ............................. 8a
b Each committee with authority to act on behalf of the governing body? ............ 8b 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses on Schedule O .... 9 Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes No
10a Did the organization have local chapters, branches, or affiliates? .............. 10a b If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization’s exempt purposes? 10b 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11a b Describe on Schedule O the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? If “No,” go to line 13 ........ 12a b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? 12b c Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe on Schedule O how this was done...................... 12c 13 Did the organization have a written whistleblower policy? ................. 13 14 Did the organization have a written document retention and destruction policy? ......... 14 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization’s CEO, Executive Director, or top management official ............ 15a b Other officers or key employees of the organization ................... 15b If “Yes” to line 15a or 15b, describe the process on Schedule O. See instructions. 16 a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ........................ 16a b If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? .............. 16b Section C. Disclosure
17 List the states with which a copy of this Form 990 is required to be filed 18 Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c) (3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website Another’s website Upon request Other (explain on Schedule O) 19 Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. 20 State the name, address, and telephone number of the person who possesses the organization’s books and records.
Form 990 (2023)
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CA
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Rajat Das, 816 PERSEUS LN, FOSTER CITY, CA, 94404-2818, (650) 619-8220
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 528
Form 990 (2023) Page 7
Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII .............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
• List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. • List all of the organization’s current key employees, if any. See the instructions for definition of “key employee.” • List the organization’s five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations. • List all of the organization’s former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations.
See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (A)
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(8)
(9)
(10)
(11)
(12)
(13)
(14)
Form 990 (2023)
✔
Amit Sen 4.00
President/Chairman
✔ ✔ 0 0 0
Santanu Deb Roy 4.00
General Secretary
✔ ✔ 0 0 0
Rajat Das 4.00
Treasurer ✔ ✔ 0 0 0
Sukalyan Chakraborty 4.00
Director ✔ 0 0 0
Sudip Chattopadhyay 4.00
Director ✔ 0 0 0
Sayantani Ghosh 4.00
Director
✔ 0 0 0
Prithwiraj Mitra 4.00
Director ✔ 0 0 0
Rituraj Tiwari 4.00
Director ✔ 0 0 0
Chetan Majithia 4.00
Director ✔ 0 0 0
Soumya Das 4.00
Director
✔ 0 0 0
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 529
Form 990 (2023) Page 8
Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A)
Name and title
(B)
Average
hours
per week
(list any
hours for
related
organizations
below
dotted line)
(C)
Position
(do not check more than one
box, unless person is both an
officer and a director/trustee) or director Individual trustee Institutional trustee Officer Key employee employee Highest compensated Former (D)
Reportable
compensation
from the
organization (W-2/
1099-MISC/
1099-NEC)
(E)
Reportable
compensation
from related
organizations (W-2/
1099-MISC/
1099-NEC)
(F)
Estimated amount
of other
compensation
from the
organization and
related organizations
(15)
(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)
(24)
(25)
1b Subtotal ......................
c Total from continuation sheets to Part VII, Section A ...... d Total (add lines 1b and 1c) ................
2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
Yes No
3 Did the organization list any former officer, director, trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ............ 3 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual ................................. 4
5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ...... 5 Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year. (A)
Name and business address
(B)
Description of services
(C)
Compensation
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization Form 990 (2023)
0 0 0
0 0 0
0 ✔
✔
✔
0 6.3
Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 530
Form 990 (2023) Page 9
Part VIII Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII ............. (A)
Total revenue
(B)
Related or exempt
function revenue
(C)
Unrelated
business revenue
(D)
Revenue excluded
from tax under
sections 512–514
Contributions, Gifts, Grants,
and Other Similar Amounts
1a Federated campaigns .... 1a
b Membership dues ..... 1b
c Fundraising events ..... 1c
d Related organizations .... 1d
e Government grants (contributions) 1e
f All other contributions, gifts, grants,
and similar amounts not included above 1f
g Noncash contributions included in
lines 1a–1f ........ 1g $
h Total. Add lines 1a–1f ...........
Program Service
Revenue
Business Code
2a
b
c
d
e
f All other program service revenue . .
g Total. Add lines 2a–2f ...........
Other Revenue
3 Investment income (including dividends, interest, and other similar amounts) ...........
4 Income from investment of tax-exempt bond proceeds
5 Royalties ...............
6a Gross rents . . 6a
(i) Real (ii) Personal
b Less: rental expenses 6b
c Rental income or (loss) 6c
d Net rental income or (loss) .........
7a Gross amount from
sales of assets
other than inventory 7a
(i) Securities (ii) Other
b Less: cost or other basis
and sales expenses . 7b
c Gain or (loss) . . 7c
d Net gain or (loss) ............
8a Gross income from fundraising
events (not including $
of contributions reported on line
1c). See Part IV, line 18 . . . 8a
b Less: direct expenses .... 8b
c Net income or (loss) from fundraising events . . .
9a Gross income from gaming
activities. See Part IV, line 19 . 9a
b Less: direct expenses .... 9b
c Net income or (loss) from gaming activities ....
10a Gross sales of inventory, less
returns and allowances . . . 10a
b Less: cost of goods sold . . . 10b
c Net income or (loss) from sales of inventory ....
Miscellaneous
Revenue
Business Code
11a
b
c
d All other revenue .......
e Total. Add lines 11a–11d ..........
12 Total revenue. See instructions .......
Form 990 (2023)
✔
0 2,450
2,251
0 2,450
137,164
144,315
0 See Schedule O 40,097
40,097
0 0
0 00
00 00
0 0 0
0 0
0 0
0 2,251
41,531
37,463
4,068
0 0
24,985
5,174
Interest Income 21
21 208,312 0 0 0
19,811
0 6.3
Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 531
Form 990 (2023) Page 10
Part IX Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this Part IX .............
Do not include amounts reported on lines 6b, 7b,
8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service
expenses
(C)
Management and
general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .
2 Grants and other assistance to domestic
individuals. See Part IV, line 22 .....
3 Grants and other assistance to foreign
organizations, foreign governments, and
foreign individuals. See Part IV, lines 15 and 16
4 Benefits paid to or for members ....
5 Compensation of current officers, directors,
trustees, and key employees .....
6 Compensation not included above to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B) . .
7 Other salaries and wages ......
8 Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
9 Other employee benefits .......
10 Payroll taxes ...........
11 Fees for services (nonemployees):
a Management ..........
b Legal .............
c Accounting ...........
d Lobbying ............
e Professional fundraising services. See Part IV, line 17 f Investment management fees .....
g Other. (If line 11g amount exceeds 10% of line 25, column (A), amount, list line 11g expenses on Schedule O.) .
12 Advertising and promotion ......
13 Office expenses .........
14 Information technology .......
15 Royalties ............
16 Occupancy ...........
17 Travel .............
18 Payments of travel or entertainment expenses
for any federal, state, or local public officials
19 Conferences, conventions, and meetings .
20 Interest ............
21 Payments to affiliates ........
22 Depreciation, depletion, and amortization .
23 Insurance ............
24 Other expenses. Itemize expenses not covered
above. (List miscellaneous expenses on line 24e. If
line 24e amount exceeds 10% of line 25, column
(A), amount, list line 24e expenses on Schedule O.)
a
b
c
d
e All other expenses
25 Total functional expenses. Add lines 1 through 24e
26 Joint costs. Complete this line only if the
organization reported in column (B) joint costs
from a combined educational campaign and
fundraising solicitation. Check here if
following SOP 98-2 (ASC 958-720) . . .
Form 990 (2023)
7,521 7,521
0 0
3,630 3,630
0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0
0 0 0 0
0 0 0 0
200 200 0 0
250 250 0 0
200 200 0 0
0 0 0 0
48,112 48,112 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
Professional fees and other payments to independent 13,893 13,893 0 0 Printing, publications, postage, and 2,275 2,275 0 0
Other expenses (describe in Schedule O) 99,743 99,743 0 0 175,824 175,824 0 0
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 532
Form 990 (2023) Page 11
Part X Balance Sheet
Check if Schedule O contains a response or note to any line in this Part X .............
Assets Liabilities Net Assets or Fund Balances
(A)
Beginning of year
(B)
End of year
1 Cash—non-interest-bearing .............. 1
2 Savings and temporary cash investments .......... 2
3 Pledges and grants receivable, net ............ 3
4 Accounts receivable, net ............... 4
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .... 5 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) 6 7 Notes and loans receivable, net ............. 7
8 Inventories for sale or use ............... 8
9 Prepaid expenses and deferred charges .......... 9
10a Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D . . . 10a
b Less: accumulated depreciation ..... 10b 10c
11 Investments—publicly traded securities .......... 11 12 Investments—other securities. See Part IV, line 11 ....... 12 13 Investments—program-related. See Part IV, line 11 ....... 13 14 Intangible assets .................. 14
15 Other assets. See Part IV, line 11 ............. 15
16 Total assets. Add lines 1 through 15 (must equal line 33) ..... 16 17 Accounts payable and accrued expenses .......... 17
18 Grants payable ................... 18
19 Deferred revenue .................. 19
20 Tax-exempt bond liabilities ............... 20
21 Escrow or custodial account liability. Complete Part IV of Schedule D . 21 22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .... 22 23 Secured mortgages and notes payable to unrelated third parties . . 23 24 Unsecured notes and loans payable to unrelated third parties . . . 24 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17–24). Complete Part X of Schedule D ................... 25
26 Total liabilities. Add lines 17 through 25 .......... 26 Organizations that follow FASB ASC 958, check here
and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ........... 27 28 Net assets with donor restrictions ............ 28
Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds ........ 29 30 Paid-in or capital surplus, or land, building, or equipment fund . . . 30 31 Retained earnings, endowment, accumulated income, or other funds . 31 32 Total net assets or fund balances ............. 32
33 Total liabilities and net assets/fund balances ......... 33 Form 990 (2023)
86,572 117,252
4,900 6,708
00 00
00 0 0
00 00
00 0 00
0 00
00 00
00 0 0
91,472 123,960
00 00
00 00
00 00
00 00
00 0 0
✔
91,472 123,960
0 0
91,472 123,960
91,472 123,960
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 533
Form 990 (2023) Page 12
Part XI Reconciliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ............. 1 Total revenue (must equal Part VIII, column (A), line 12) .............. 1 2 Total expenses (must equal Part IX, column (A), line 25) ............. 2 3 Revenue less expenses. Subtract line 2 from line 1 ............... 3 4 Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) . . . 4 5 Net unrealized gains (losses) on investments ................. 5 6 Donated services and use of facilities ................... 6 7 Investment expenses ......................... 7
8 Prior period adjustments ........................ 8
9 Other changes in net assets or fund balances (explain on Schedule O) ......... 9 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B)) ........................... 10
Part XII Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes No
1 Accounting method used to prepare the Form 990: Cash Accrual Other If the organization changed its method of accounting from a prior year or checked “Other,” explain on Schedule O.
2a Were the organization’s financial statements compiled or reviewed by an independent accountant? . . . 2a If “Yes,” check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both.
Separate basis Consolidated basis Both consolidated and separate basis b Were the organization’s financial statements audited by an independent accountant? ....... 2b If “Yes,” check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both.
Separate basis Consolidated basis Both consolidated and separate basis c If “Yes” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? . 2c If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O.
3 a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F? ................... 3a b If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits . 3b Form 990 (2023)
208,312
175,824
32,488
91,472
0 0
0 0
123,960
✔
✔
✔
✔
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 534
SCHEDULE A
(Form 990)
Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization Employer identification number Part I Reason for Public Charity Status. (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital’s name, city, and state:
5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university:
10 An organization that normally receives (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 11 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 12 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. a Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. b Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. c Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. d Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. e Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization. f Enter the number of supported organizations ...................... g Provide the following information about the supported organization(s). (i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1–10
above (see instructions))
(iv) Is the organization
listed in your governing
document?
(v) Amount of monetary
support (see
instructions)
(vi) Amount of
other support (see
instructions)
Yes No
(A)
(B)
(C)
(D)
(E)
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Cat. No. 11285F Schedule A (Form 990) 2023 BAYBASI INC 26-2921484
0 ✔
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 535
Schedule A (Form 990) 2023 Page 2
Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support
Calendar year (or fiscal year beginning in) (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total 1 Gifts, grants, contributions, and
membership fees received. (Do not
include any “unusual grants.”) . . .
2 Tax revenues levied for the
organization’s benefit and either paid
to or expended on its behalf . . .
3 The value of services or facilities
furnished by a governmental unit to the
organization without charge ....
4 Total. Add lines 1 through 3 . . .
5 The portion of total contributions by
each person (other than a
governmental unit or publicly
supported organization) included on
line 1 that exceeds 2% of the amount
shown on line 11, column (f) ....
6 Public support. Subtract line 5 from line 4
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total 7 Amounts from line 4 ......
8 Gross income from interest, dividends,
payments received on securities loans,
rents, royalties, and income from
similar sources ........
9 Net income from unrelated business
activities, whether or not the business
is regularly carried on ......
10 Other income. Do not include gain or
loss from the sale of capital assets
(Explain in Part VI.) .......
11 Total support. Add lines 7 through 10
12 Gross receipts from related activities, etc. (see instructions) ............ 12 13 First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ..........................
Section C. Computation of Public Support Percentage
14 Public support percentage for 2023 (line 6, column (f), divided by line 11, column (f)) .... 14 % 15 Public support percentage from 2022 Schedule A, Part II, line 14 .......... 15 % 16 a 331/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 331/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ............. b 331/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 331/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ............ 17 a 10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization .....................................
b 10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization .....................................
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions .....................................
Schedule A (Form 990) 2023
104,329
529,176
68,359 76,478 137,946 142,064 529,176
104,329 68,359 76,478 137,946 142,064 529,176
104,329 68,359 76,478 137,946 142,064 529,176
0 0
529,176
100
0 ✔
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 536
Schedule A (Form 990) 2023 Page 3
Part III Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II.
If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support
Calendar year (or fiscal year beginning in) (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total 1 Gifts, grants, contributions, and membership fees
received. (Do not include any “unusual grants.”)
2 Gross receipts from admissions, merchandise
sold or services performed, or facilities
furnished in any activity that is related to the
organization’s tax-exempt purpose . . .
3 Gross receipts from activities that are not an
unrelated trade or business under section 513
4 Tax revenues levied for the
organization’s benefit and either paid
to or expended on its behalf . . .
5 The value of services or facilities
furnished by a governmental unit to the
organization without charge ....
6 Total. Add lines 1 through 5 ....
7a Amounts included on lines 1, 2, and 3
received from disqualified persons .
b Amounts included on lines 2 and 3
received from other than disqualified
persons that exceed the greater of $5,000
or 1% of the amount on line 13 for the year
c Add lines 7a and 7b ......
8 Public support. (Subtract line 7c from
line 6.) ...........
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total 9 Amounts from line 6 ......
10a Gross income from interest, dividends,
payments received on securities loans, rents,
royalties, and income from similar sources
b Unrelated business taxable income (less
section 511 taxes) from businesses
acquired after June 30, 1975 ....
c Add lines 10a and 10b .....
11 Net income from unrelated business
activities not included on line 10b, whether
or not the business is regularly carried on
12 Other income. Do not include gain or
loss from the sale of capital assets
(Explain in Part VI.) .......
13 Total support. (Add lines 9, 10c, 11,
and 12.) ..........
14 First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ..........................
Section C. Computation of Public Support Percentage
15 Public support percentage for 2023 (line 8, column (f), divided by line 13, column (f)) ..... 15 % 16 Public support percentage from 2022 Schedule A, Part III, line 15 ........... 16 % Section D. Computation of Investment Income Percentage
17 Investment income percentage for 2023 (line 10c, column (f), divided by line 13, column (f)) . . . 17 % 18 Investment income percentage from 2022 Schedule A, Part III, line 17 .......... 18 % 19a 331/3% support tests—2023. If the organization did not check the box on line 14, and line 15 is more than 331/3%, and line 17 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . b 331/3% support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 331/3%, and line 18 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization . 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .
Schedule A (Form 990) 2023
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 537
Schedule A (Form 990) 2023 Page 4
Part IV Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations
Yes No
1 Are all of the organization’s supported organizations listed by name in the organization’s governing documents? If “No,” describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. 1 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If “Yes,” explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). 2 3a Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If “Yes,” answer lines 3b and 3c below. 3a
b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If “Yes,” describe in Part VI when and how the organization made the determination. 3b
c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If “Yes,” explain in Part VI what controls the organization put in place to ensure such use. 3c 4a Was any supported organization not organized in the United States (“foreign supported organization”)? If “Yes,” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below. 4a b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. 4b c Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. 4c
5a Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization’s organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). 5a b Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization’s organizing document? 5b c Substitutions only. Was the substitution the result of an event beyond the organization’s control? 5c 6 Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI. 6 7 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990). 7 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990). 8 9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI. 9a b Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI. 9b c Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI. 9c 10a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below. 10a b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.) 10b Schedule A (Form 990) 2023
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 538
Schedule A (Form 990) 2023 Page 5
Part IV Supporting Organizations (continued)
11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization? 11a Yes No
b A family member of a person described on line 11a above? 11b c A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to line 11a, 11b, or 11c, provide detail in Part VI. 11c
Section B. Type I Supporting Organizations
Yes No
1 Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s officers, directors, or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. 1 2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization. 2 Section C. Type II Supporting Organizations
Yes No
1 Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s). 1
Section D. All Type III Supporting Organizations
Yes No
1 Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided? 1 2 Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s), or (ii) serving on the governing body of a supported organization? If “No,” explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). 2 3 By reason of the relationship described on line 2, above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If “Yes,” describe in Part VI the role the organization’s supported organizations played in this regard. 3
Section E. Type III Functionally Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). a The organization satisfied the Activities Test. Complete line 2 below. b The organization is the parent of each of its supported organizations. Complete line 3 below. c The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions). 2 Activities Test. Answer lines 2a and 2b below. Yes No a Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If “Yes,” then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. 2a b Did the activities described on line 2a, above, constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If “Yes,” explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement. 2b 3 Parent of Supported Organizations. Answer lines 3a and 3b below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? If “Yes” or “No,” provide details in Part VI. 3a b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If “Yes,” describe in Part VI the role played by the organization in this regard. 3b Schedule A (Form 990) 2023
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 539
Schedule A (Form 990) 2023 Page 6
Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A—Adjusted Net Income (A) Prior Year (B) Current Year (optional)
1 Net short-term capital gain 1
2 Recoveries of prior-year distributions 2
3 Other gross income (see instructions) 3
4 Add lines 1 through 3. 4
5 Depreciation and depletion 5
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 7 Other expenses (see instructions) 7
8 Adjusted Net Income (subtract lines 5, 6, and 7 from line 4) 8 Section B—Minimum Asset Amount (A) Prior Year (B) Current Year (optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):
a Average monthly value of securities 1a
b Average monthly cash balances 1b
c Fair market value of other non-exempt-use assets 1c
d Total (add lines 1a, 1b, and 1c) 1d
e Discount claimed for blockage or other factors
(explain in detail in Part VI):
2 Acquisition indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line 1d. 3
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by 0.035. 6
7 Recoveries of prior-year distributions 7
8 Minimum Asset Amount (add line 7 to line 6) 8
Section C—Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, column A) 1 2 Enter 0.85 of line 1. 2
3 Minimum asset amount for prior year (from Section B, line 8, column A) 3 4 Enter greater of line 2 or line 3. 4
5 Income tax imposed in prior year 5
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions). 6
7 Check here if the current year is the organization’s first as a non-functionally integrated Type III supporting organization (see instructions).
Schedule A (Form 990) 2023
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 540
Schedule A (Form 990) 2023 Page 7
Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section D—Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity 2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3 4 Amounts paid to acquire exempt-use assets 4
5 Qualified set-aside amounts (prior IRS approval required—provide details in Part VI) 5 6 Other distributions (describe in Part VI). See instructions. 6 7 Total annual distributions. Add lines 1 through 6. 7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. 8
9 Distributable amount for 2023 from Section C, line 6 9 10 Line 8 amount divided by line 9 amount 10
Section E—Distribution Allocations (see instructions) (i) Excess Distributions
(ii)
Underdistributions
Pre-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023
(reasonable cause required—explain in Part VI). See
instructions.
3 Excess distributions carryover, if any, to 2023
a From 2018 .....
b From 2019 .....
c From 2020 .....
d From 2021 .....
e From 2022 .....
f Total of lines 3a through 3e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. 4 Distributions for 2023 from
Section D, line 7: $
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. For result
greater than zero, explain in Part VI. See instructions. 6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j
and 4c.
8 Breakdown of line 7:
a Excess from 2019 ...
b Excess from 2020 . . .
c Excess from 2021 . . .
d Excess from 2022 . . .
e Excess from 2023 . . .
Schedule A (Form 990) 2023
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 541
SCHEDULE G
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding Fundraising or Gaming Activities Complete if the organization answered “Yes” on Form 990, Part IV, line 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization Employer identification number Part I Fundraising Activities. Complete if the organization answered “Yes” on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part. 1 Indicate whether the organization raised funds through any of the following activities. Check all that apply. a Mail solicitations
b Internet and email solicitations
c Phone solicitations
d In-person solicitations
e Solicitation of non-government grants
f Solicitation of government grants
g Special fundraising events
2 a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? Yes No b If “Yes,” list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) (ii) Activity
(iii) Did fundraiser have
custody or control of
contributions?
(iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
1 2
3 4
5 6
7 8
9 10
Total ......................
3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Cat. No. 50083H Schedule G (Form 990) 2023 BAYBASI INC 26-2921484
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 542
Schedule G (Form 990) 2023 Page 2
Part II Fundraising Events. Complete if the organization answered “Yes” on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Revenue Direct Expenses
(a) Event #1
(event type)
(b) Event #2
(event type)
(c) Other events
(total number)
(d) Total events
(add col. (a) through
col. (c))
1 Gross receipts ....
2 Less: Contributions . .
3 Gross income (line 1
minus line 2) ....
4 Cash prizes .....
5 Noncash prizes . . .
6 Rent/facility costs . . .
7 Food and beverages . .
8 Entertainment ....
9 Other direct expenses .
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... 11 Net income summary. Subtract line 10 from line 3, column (d) ...........
Part III Gaming. Complete if the organization answered “Yes” on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
Revenue Direct Expenses
(a) Bingo (b) Pull tabs/instant
bingo/progressive bingo (c) Other gaming (d) Total gaming (addcol. (a) through col. (c)) 1 Gross revenue ....
2 Cash prizes .....
3 Noncash prizes . . .
4 Rent/facility costs . . .
5 Other direct expenses .
6 Volunteer labor ....
Yes %
No
Yes %
No
Yes %
No
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... 8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... 9 Enter the state(s) in which the organization conducts gaming activities:
a Is the organization licensed to conduct gaming activities in each of these states? ......... Yes No b If “No,” explain:
10a Were any of the organization’s gaming licenses revoked, suspended, or terminated during the tax year? . Yes No b If “Yes,” explain:
Schedule G (Form 990) 2023
Usha Uthup Show
4,068
41,531 0 0 41,531
0 0 0 0
41,531 0 0 41,531
0 0 0 0
0 0 0 0
8,995 0 0 8,995
2,250 0 0 2,250
25,585 0 0 25,585
633 0 0 633
37,463
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 543
Schedule G (Form 990) 2023 Page 3
11 Does the organization conduct gaming activities with nonmembers? ............. Yes No 12 Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed to administer charitable gaming? ...................... Yes No 13 Indicate the percentage of gaming activity conducted in:
a The organization’s facility ......................... 13a % b An outside facility ............................ 13b % 14 Enter the name and address of the person who prepares the organization’s gaming/special events books and records:
Name
Address
15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? ................................. Yes No
b If “Yes,” enter the amount of gaming revenue received by the organization $ and the amount of gaming revenue retained by the third party $
c If “Yes,” enter name and address of the third party:
Name
Address
16 Gaming manager information:
Name
Gaming manager compensation $
Description of services provided
Director/officer Employee Independent contractor
17 Mandatory distributions:
a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? ......................... Yes No b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization’s own exempt activities during the tax year ..... $ Part IV Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information.
See instructions.
Schedule G (Form 990) 2023
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 544
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 545
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Non Profit Organization
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Mission statement for Baybasi: To promote awareness of Indian ethnic identity and its cultural and spiritual heritage. To organize cultural events involving (without limitation) Bengali and other Indian traditional and contemporary songs, drama and dances. To plan and host periodic conferences and meetings to allow members to learn, network and share experiences for personal and career development. To organize events to raise funds for the relief of distress and other charitable causes.
Part and Line Number: 3DUW ,,, /LQH
Mission statement for Baybasi: To promote awareness of Indian ethnic identity and its cultural and spiritual heritage. To organize cultural events involving (without limitation) Bengali and other Indian traditional and contemporary songs, drama and dances. To plan and host periodic conferences and meetings to allow members to learn, network and share experiences for personal and career development. To organize events to raise funds for the relief of distress and other charitable causes.
Part and Line Number: 3DUW ,,, /LQH G
Other cultural and volunteering events
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5HYHQXH
Part and Line Number: 3DUW 9, /LQH D
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 546
No difference in voting rights, all elected Board members get one vote each, and they are equivalent.
Part and Line Number: 3DUW 9, /LQH E
The copy was sent electronically as PDF, and each voting member were given adequate time to view and provide comments.
Part and Line Number: 3DUW 9, /LQH
Provided electronically on request to any person. Accessible on shared electronic drive to all governing body members.
Part and Line Number: 3DUW 9,,, /LQH D
Stalls, banners, promotions
Part and Line Number: 3DUW /LQH
Interest income on saving account in Wells Fargo
Part and Line Number: 3DUW
/LQH
Cash Deposit Fee - $27
Part and Line Number: 3DUW
/LQH
Tax filing fee $151
Part and Line Number: 3DUW
/LQH
Paypal deduction for accepting payment $919
Part and Line Number: 3DUW
/LQH
Distribution of food to volunteers, visitors, and members during cultural events $33304
Part and Line Number: 3DUW
/LQH
Organizing Cultural events $7226
Part and Line Number: 3DUW
/LQH
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 547
Decoration of venues: $27528
Part and Line Number: 3DUW
/LQH
Cultural event organization $30588
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 548
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 549
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 550
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 551
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 552
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 553
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 554
Annual Impact
Report
WWW.CORASUPPORT.ORG 24/7 HOTLINE 800.300.1080
‘22-23
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 555
KAREN FERGUSON
CEO
Over the year this campaign has ignited
CORA in its work partnering with community
members and local representatives to make
this an issue we all stand against. This fall,
10 cities have already signed on to the
SPEAK UP Campaign for the coming year
across the County – from one city to many!
This year eleven cities and the County all
made official resolutions recognizing
Domestic Violence Awareness Month.
This year the County provided additional
support to CORA for critical hotline services
and to ensure that high risk youth, in homes
where law enforcement has identified
abuse, be connected to mental health
services at CORA (Support Positive And
Resilient Kids – SPARK program). And this
year our TDAH (To Do At Home) prevention
campaign spread to the coast as the County
Library Association joined in funding the
prevention effort.
CORA is out there more than ever. You
should start seeing CORA’s bathroom
stickers in restaurants or businesses, you
might see CORA’s QR Business cards at
cashier stands, perhaps you participated in
supporting CORA during Giving Tuesday or
our Hope in Action campaign. We believe
that saving lives starts by ensuring that
every community member in the County is
aware of CORA’s resources. We believe that
we have to be engaged with community in
order for “Community to Overcome” and we
believe that if we do that, when someone is
in need, we all will be ready and able to help.
FROM THE
CEO
Of the most recent five homicides in the County, all
five were murders by the victim’s intimate partner.
This is not an easy way to start a CEO letter about
our year, and it highlights only one of the critical
issues we are facing as a County, but it exemplifies
the call to action that has been at the heart of
CORA’s work these past 12 months.
Looking back, we began the year with a brutal
murder in broad daylight on the streets of San
Carlos. CORA stepped into this tragedy with resolve
launching a campaign called SPEAK UP designed to
ensure that everyone in our communities knows
about intimate partner abuse, recognizes the red
flags and knows how to SPEAK UP to offer survivors
a path to healing and health.
www.corasupport.org
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 556
hat first call for help is critical. CORA’s hotline is open 24 hours per day, 7 days a week, so that when a survivor finds a moment to safely reach out, someone is there to help.
Police referrals come through our Emergency Response
Program, made possible by CORA’s strategic partnership
with law enforcement in San Mateo County. This allows
CORA to reach those who may not know we are a resource. 3,118 POLICE REFERRALS
4,827 HOTLINE CALLS
orking with clients to create a safety plan is a top priority.
This way clients walk away with next steps to help them flee abusive situations as safely as possible.
2,078 SAFETY PLANS
CRISIS
SUPPORT
SERVICES
www.corasupport.org
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 557
LEGAL
www.corasupport.org
This includes clients who received any legal services,
including legal line calls, advocacy or representation.
Some requests for service could not be met due to capacity.
Your support helps us meet every need that we can.
1,973 LEGAL LINE REQUESTS FOR SERVICE
1,105 CLIENTS SERVED
Rose* decided to file for divorce from her partner who was verbally and emotionally abusive. They continued to live together while the divorce was pending, however, her partner’s abuse only escalated after she filed for divorce. During an argument, Rose’s partner pushed, physically restrained, and held Rose captive in their bedroom for hours. Their infant child was present and Rose’s partner prevented Rose from touching or comforting the child in any way during this time. The next day, Rose filed a request for a domestic violence restraining order against her partner. CORA represented Rose at the hearing and obtained a Restraining Order After Hearing and a favorable custody order. A few days later, Rose’s partner filed a motion that, if successful, would void the restraining order. CORA again represented Rose to oppose her partner’s request and were successful in helping her maintain her restraining order. *Name changed for privacy.
ROSE
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 558
All clients staying in CORA’s safe houses can access
trauma-support services and other resources to
help with their healing.
It’s important that after clients stay at CORA, they
can move forward to a safe place and thrive after
abuse. Your support makes this possible.
89% EXITED TO SAFE HOUSING
112 PROVIDED TEMPORARY
CONFIDENTIAL HOUSING
SAFE HOUSING
& ADVOCACY
www.corasupport.org
100% of CORA’s subsidized housing and Safe House
clients identified as some level of low-income, with 87% identifying as extremely low-income. At intake, their
median annual income was $25,200 and 20% reported
zero income without their abuser. With the the ongoing
affordable housing crisis, CORA’s services are especially critical.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 559
MENTAL
HEALTH
JACK & IRIS
This includes 241 adult and 76 child clients.
Group therapy is a powerful part of healing for many
of CORA’s clients, as they can connect with others also on a journey to healing after abuse.
304 CLIENTS JOINED GROUP THERAPY
317 CLIENTS RECEIVED ONE-ONONE THERAPY
www.corasupport.org
Jack and Iris* are 8-year-old twins, who
have been receiving therapy services
with CORA since early 2023 after their
dad moved out of their home following a
Move Out Order connected to a
Restraining Order. Both siblings were
experiencing some level of trauma
responses in the beginning: Iris, showed
sadness and anger toward her mom and
twin brother, and had sleep-related
issues. Jack was more vigilant, quiet, and
withdrawn. The siblings engaged in
CORA’s CHIRP school aged group for 10
sessions, where they learned about how
emotions live in their body and what
tools they can use to help themselves
when they are feeling stressed, fearful or
angry. Gradually, they started to interact
with the other children in the group and
with the facilitators. They are now able
to share some of their own fears and
worries and brainstorm about how art
and imagination can help when they are
feeling stressed. They began to show
increased levels of comfort
acknowledging their emotions and
needs, and increased levels of
willingness to share celebratory
moments in their lives.
*Names changed for privacy.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 560
COMMUNITY
OUTREACH
www.corasupport.org
CORA provides education on domestic violence and healthy relationships throughout San Mateo County so the whole
community can work together to overcome abuse.
The community is stopping domestic violence together
through learning how to protect ourselves and support others who may be in an abusive situation.
1,291 TRAINING ATTENDEES
177 EDUCATION HOURS
1. Listen with compassion.
2. Don’t judge.
3. Let your friend decide what to do next.
4. Encourage making a safety plan.
5. Offer resources. CORA’s 24/7 Hotline is 800.300.1080. 5 WAYS YOU CAN HELP A FRIEND
EXPERIENCING INTIMATE PARTNER ABUSE
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 561
PREVENTION
a TDAH participant’s young daughter, who after being
shown how to plant and talk to the seed, took it on herself to continue to care for the seed. The seed has grown into a full sized plant and recently had to be re-potted.
GROWING STRONG FAMILIES
www.corasupport.org
The To Do At Home (TDAH) program helps families grow
strong through healthy relationship building and
communication. Family participants continue to give positive feedback about this new program and seek new activities to do together.
128 FAMILIES SERVED
The TDAH program reached 9 cities including San Mateo,
Redwood City, East Palo Alto, North Fair Oaks, Pacifica South San Francisco, Pescadero, Foster City, San Carlos 9 CITIES CITIES REACHED
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 562
FINANCIALS
View CORA’s audits, 990 forms, and
other annual reports on our website at
www.corasupport.org/about/financials.
Government Grants
69.7%
Foundations
18%
Indvidual/Business Contributions
8.8%
Other Income
3.5%
CORA’s revenue also includes in-kind
donations and special events. These
streams make up less than 1% of
income.
OPERATING REVENUE
Program Services
69%
Management & General
26%
Fund Development
5%
EXPENSES
$7,623,000
$7,732,000
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 563
FINANCIALS
Investments
54.7%
Grants Receivable
23.1%
Cash & Cash Equivalents
18.2%
Prepaid Expenses
3.9%
CURRENT ASSETS
$5,509,000
Notes Payable (current portion)
66%
Accrued Wages
26.1%
Accounts Payable
4.9%
Deferred Revenue
3%
CURRENT LIABILITIES
$1,484,000
View CORA’s audits, 990 forms, and
other annual reports on our website at
www.corasupport.org/about/financials.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 564
CORPORATE
SPONSORS
View CORA’s audits, 990 forms, and
other annual reports on our website at
www.corasupport.org/about/financials.
CORA's corporate partnerships go beyond the dollar to
inspire and engage the community.
Share CORA’s corporate sponsorship packet p p pp with your employer!
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 565
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 566
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 567
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 568
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 569
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 570
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 571
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 575
Updated 0D\ , 202
CITY OF FOSTER CITY
FY 202-202 Nonprofit Funding Application
PROGRAM OVERVIEW
City Council has set aside funds to support local nonprofit agencies that operate programs and services that benefit the Foster City community and that the City would otherwise be unable to provide. Funding levels are determined annually by the City Council. The total funding made available may vary and traditionally has been funded by the General Fund.
NONPROFIT FUNDING PROCESS SCHEDULE
June , 202 The nonprofit funding application period opens. -XO\ All DSSOLFDWLRQV are due from nonprofit agencies no later than 5:00 PM.
July 1, 202
to
August
, 202
Applicants are invited to appear during the Public Comment period at ANY Regular City Council meeting between Monday, July 1, and Monday, August 1 , 202. Applicants will be given three minutes to briefly SURYLGH DQ overview RI their organization and how nonprofit funding would benefit the Foster City Fommunity.
TBD City Council determines funding levels by agency.
TBD Awarded nonprofits to submit invoice to City requesting disbursement.
PROGRAM ELIGIBILITY
x Organization must be incorporated as a nonprofit organization or school with tax-exempt status under Section 501(c)(3) of the Internal Revenue Code.
x An unincorporated organization may apply through a fiscal sponsor, provided that the fiscal sponsor is a 501(c)(3) organization or school with tax-exempt status under Section 501(c)(3) of the Internal Revenue Code.
x The applicant agency understands funding disbursement may only occur after an invoice and W-9 documentation is submitted to the City.
x The applicant agency agrees that an annual report/presentation will be provided to the City Council and shall indicate the number of services provided and Foster City residents served by the organization during the reporting period. The report will include measurable contract outcomes, successes, and challenges.
x Organizations must comply with all appropriate requirements on the use of public funds, particularly prohibiting funds from being used for personal benefit or lending of funds to a private entity. x Agencies are required to apply for funding each year. Funding for any given year does not guarantee funding for succeeding years.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 576
8SGDWHG0D\
CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
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SECTION 1: IDENTIFICATION/ANALYSIS OF LOCAL NEEDS
D 'HVFULEH WKHSUREOHP RU QHHGDUHD EHLQJDGGUHVVHGLQFOXGLQJDQ\IRUPDOVWXG\WKDW KDV EHHQGRQHRI WKHORFDODQGUHJLRQDOQHHGIRUWKHVHUYLFHSURJUDPRUSURMHFW SECTION 2: PROGRAM DESCRIPTION
D 'HVFULEHWKHJRDOVRIWKHSURJUDPIRUZKLFK\RXDUH UHTXHVWLQJIXQGLQJ DQGKRZWKHIXQGVZRXOGEH XVHG
Foster City Village, Inc.
1000 E. Hillsdale Blvd., Suite 201, Foster City, CA 94404 Pennie Lundberg
[email protected]
650/483-6815 $15,000
Right now there are over 7,750 households in zip code area 94404 that have one or more residents 55 and over residing there, and those numbers are growing. In five years the senior population will be the largest segment in the country. And, in 2024 San Mateo County was the first county in the state to claim "isolation" as an official county emergency.
Many of our local seniors live either alone or with another senior. As one ages, health issues become paramount, transportation can be restricted and ability to manage a home becomes more challenging.
Although Foster City is considered to be a semi-affluent community, many of our seniors are living on social security and struggle financially to remain in their home. Covid exacerbated the isolation and loneliness felt by our seniors, and this has been slow to recover.
Foster City Village is a membership organization where neighbors are helping our older residents to live healthy, happy and engaged lives in their own homes for as long as they choose or are able, and treated with dignity and respect. 70% of our members live either alone or with another senior.
Foster City Village offers two levels of membership: full, which includes services such as Our mission is to enable our senior population to remain in their homes for as long as they are able, leading healthy, fit, safe and socially engaged lives. Funds from the City of Foster City would be used to plan and execute our programs to accommodate all who request participation. Our costs are generally divided by instructor/presenter fees for exercise cooking, speaking engagement and costs for the many other events. Our Buddy Connection Program, which offers companionship and assistance to our most isolated members, uses our funds for specialized training for volunteers to recognize changes in their partner members' appearance, environment, behavior as a sign that additional help is needed, as well as costs incurred to take them out into the community. Our Home Safety and Tech Assistance program require funding (at times) for professional help and supplies.
Last, part of our overhead costs go toward tracking and managing data attendance, ride reservations and rider/driver matchups, insurance for all our programs, office, phone, supplies, one part-time administrator and one hourly grant writer. Lastly, we are learning of more and more potential members who are unable to pay the dues, so funding a Silver Scholarship program with grants and individual donations is paramount.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 577
Updated 0D\ , 202
CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
Organization Name:
2b. Describe the accomplishments over the recent year of your organization and/or the program for which you are requesting funding.
2c. Describe the benefits to the City of Foster City and/or its residents of the program goals and accomplishments described in the previous two questions. 2d. How many Foster City residents did this program serve last year and/or how many are expected to be served in the coming year?
In 2023-24 our membership has grown higher than ever. Normally our membership numbers can fluctuate and peak; the obvious attrition of those moving to senior homes or out of the area to live with family, as well as passing away, are always present. When we can say we are ahead is quite an accomplishment. And, so far our Buddy Connection residents/members who have requested our services, while very difficult to recruit (people are very hesitant to say they feel lonely or isolated), has also continually grown in number. And, we have members who find, as they age, that the social membership isn't enough for them, and upgrade to a full member to take advantage of the transportation services we offer.
Foster City Village is the only organization offering these services to 94404 residents/members. Full members still receive two (2) free rides to/from doctors appointments, dental, grocery shopping, banking and other necessary tasks that they cannot do because they can no longer drive. Not only do Our program is limited exclusively to those seniors who reside in the 94404 zip code area, so we serve only Foster City and a few San Mateo residents. We are the ONLY organization to offer free rides, social events, learning and wellness presentations and physical wellness instruction. Foster City Village assists with the food distribution from the Second Harvest Food Bank by either reminding our members what day and time it will be available, driving the member to and from the site of distribution, or even picking up food for a member and delivering it to them if they are unable to do it themselves. We also deliver for the Meals on Wheels program to their qualifying recipients, whether they belong to Foster City Village or not.
As stated above, our services of physical wellness through exercise classes specializing in senior/aging conditions and a "Walk and Talk" weekly group walk to keep members active and in touch with others, cooking for those who are "eating for one" and need healthy, nutritional meals, keeping them safe in their homes, and our Buddy Connection to those who are feeling isolated and l d th 100 id th ff k l bl i i ti f th
Our full membership numbers have grown by 25% over last year, and our volunteer hours have surpassed 375 hours per month. We are on a trajectory of consistent growth of both members and volunteers each year. In addition to our members, we serve their families who may be local or not, to assist their loved ones to live a happy, healthy life. And, since many of our events are also open to the public (only the exercise program requires a fee for non-members which goes to the instruction and venue, all others at no cost), we serve a rising number of residents who are not members, so our total estimate is somewhere around 500.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 578
Updated 0D\, 202
CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
Organization Name:
2e. Does your organization or program serve a larger geographic area or any other jurisdictions? List (if any), including the total number typically served.
SECTION 3: ADMINISTRATIVE CAPACITY
3a. Describe the organization’s experience providing the proposed project or program. 3b. Describe the way that the program is staffed (full-time, part-time, volunteer) and organized, as well as your organization’s total annual budget and your various sources of revenue.
Foster City Village is focused solely on serving the senior residents of zip code 94404, which is all of Foster City and a small portion of San Mateo on the east side of 101. We are one of the few nonprofits that serves Foster City exclusively. By serving a single zip code we are better able to build a strong community of members and volunteers and increase our services.
For the last 11 years, Foster City Village has grown in both members and volunteers, and is continually evaluating and modifying our services, if necessary or requested. Using the data we have via surveys and speaking with instructors or those who manage our variety of service programs, we learn what is working well and what needs some modification based on the trends we see. That way we are able to continually provide a positive experience for both our members and volunteers, along with our volunteer Board of Directors.
Our Board, volunteers and members have expressed countless positive feedback situations where not only have we been able to offer someone rides to treat a medical condition that would otherwise not have been treated due to lack of ability to see the doctor. We hear from relatives of our members about how their loved one has thrived due to our services, hear of someone in the buddy program who has blossomed into a social butterfly due to our assistance to get them out and active again, first to our events and eventually into the community, and see improvements in someone's home that will help to avoid falls which is the highest source of injury or death for seniors It is gratifying work for our We lost one of our part-time administrators due to her moving out of the area, and we have, at least for now, been able to function with one 30-hour-per-week administrative person for our needs in that area. We currently have a paid, very experienced grant writer/board member who volunteered writing our grants for a couple of years prior to needing compensation. We have over 65 vetted and trained volunteers, and currently six board members. One of our priority tasks right now is the recruitment of new board members.
We strive to keep our overhead budget as low as possible so that we can use funding for our programs. Our total annual budget for 2023 (our fiscal year is calendar year) was $185,000 and our projected budget for 2024 is $137,000. Sources for revenue are primarily grants and dues from our members, a smaller amount from individual donors and event sponsorships. In past years we have held an annual gala, but we have determined that costs and work expected from our board and
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 579
Updated 0D\ , 202
CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
Organization Name:
3c. Describe any collaboration that exists between your organization, this program and programs administered by other agencies, including financial, staffing or cross-referral, and how this may have benefitted or increased the impact of your services.
SECTION 4: REQUIRED ATTACHMENTS
4a. Proof of nonprofit status (501(c)(3) or equivalent
4b. Copy of latest organization’s annual report (if possible) RETURN ONE COPY OF COMPLETED FORMS TO:
Mail
City of Foster City
Attention: City Manager Department
610 Foster City Boulevard
Foster City, CA 94404
Email
[email protected]
SIGNATURE
Signature of Applicant: Date:
Printed Name: Title:
Foster City Village could literally not do the work that we do without the collaboration with the City of Foster City, the Rec Department and the Public Library. We have developed a collaboration with Rebuilding Together, mentioned earlier, for those homeowners who qualify with RT to receive free home upgrades and/or repairs. We are on the verge of creating a program with a local hardware chain to offer safety and repair assistance at a discount to members. And we are looking to create a partnership with at least one low-income housing property in Foster City for a first-ever "group membership" where the developer donates to Foster City Village for a number of free memberships for their residents, who could not afford to join on their own. This will offer invaluable services (particularly our ride service as most of these residents to not drive) to an underserved population in our community and promote diversity among our members. We also periodically work with SCORE and SM County Ombudsman Services, The Villages of San Mateo County to exchange of ideas and programs we might not offer, the 55+ Club of Foster City to be able to sign our members up for their 6/10/24
Pennie Lundberg Director of Development
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 580
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 583
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Hiilbarn Theatre & Conservatory
1285 E. Hillsdale Blvd, Foster City, CA 94404
Steve Muterspaugh
[email protected]
650.349.6411 ext. 303 $20,000
California for the Arts, (CAC), maintains an on line dashboard that reports on how the arts advance our economy and society, and the relationship between arts participation, social cohesion, and wellbeing. https://www.caforthearts.org/resources Excerpt:
Arts and cultural strategies have been increasingly engaged by the public health sector to enhance community health and well-being, as well as to address social drivers and causes of health inequities and disparities in the United States (US) (1–4). This uptake is in part due to the growing body of evidence that links arts and cultural participation to notable impacts on health and well-being at the population level in this country, including on mental health (5), flourishing among young people (6), healthy aging (7), and even mortality (8). Additionally, as the significant health risks posed by social isolation and loneliness are better understood, arts and cultural strategies are increasingly recognized as available resources for countering isolation and building social cohesion in communities (9, 10).
The need to ignite that innate creativity is why principals, superintendents and arts educators across the state are brainstorming new and expanded arts education plans. “Encouraging students from an early age to explore their creative interests can set them up for a life that recognizes the arts as an essential part of life, both as a means of expression and of understanding the world,” said Rush Rehm, professor of drama and classics at Stanford. “Education should provide the basic skills one needs to survive in an imperfect world. But living is more than surviving, and for that reason funding the arts makes good, common sense. That is, if one has any hope of making the world a little less imperfect.” EDSOURCE, https://edsource.org/2023/behind-the-scenes-californias-new-arts-education-plans/694383 Recent research explored on TED Radio Hour has shown that arts education can also stimulate the teenager's brain's reward center in the same way as risky social behavior - but without the potential for negative consequences. Adriana Galván, Professor of Psychology, UCLA The National Endowment for the Arts, NEA, has been studying and supporting studies that examine the effect that the arts have on young brains for decades, offering insight into how the arts support emotional resilience in children and adolescents as they learn.
Hillbarn Theatre engages members of society of all ages, levels of education, income, and ethnic origin.
Hillbarn Theatre & Conservatory respectfully requests a $20k grant to:
1. supplement our student scholarship program in partnership with Foster City Rotary Club that has granted $6k to that fund
2. underwrite our in-school programs in North Shoreview and Parkside Montessori schools
3. match funding we have in place to expand and scaffold our work in Diversity, Equity and Inclusion to be sure we tell stories that resonate with a large swath of society and that diversity of origin is reflected on our stage. This includes our 2025 spring production of the World Premier of Bay Area playwright Jeffrey Lo's play, Writing Fragments Home that follows the story of a young Filipino artist who must come face to face with his past, his family and his heritage in order to overcome writerʼs block and discover his voice.
4. support greater investments in programming and outreach that will connect us to our surrounding AAPI community who represent a kaleidoscope of social, cultural, and economic diversity and are currently underrepresented in the stories we tell on our stage.
5. support our youth Conservatory programs that increasingly include children more representative of the 50% Asian demographics in The City of Foster City and San Mateo. Parents delight in seeing their children onstage in a variety of productions.
6. help fund a casting associate representative of the AAPI community who is guiding our inclusive casting protocol giving AAPI directors, actors and creatives an expanded variety of production opportunities.
7. retain a company that has an 83 year proven track record and is much beloved by a large section of Foster City residents and the hundreds of patrons from other communities who spend money in Foster City to purchase theatre tickets, and additionally, dine at a local restaurant, purchase gas, stop to shop.
City of Foster City funds also help us leverage other gifts including from local businesses and organizations including Community Bank of the Bay, Foster City Rotary Club, Foster City Lions Club and major foundations such as the David and Lucile Packard Foundation.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 584
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Hillbarn Theatre
Hillbarn Theatre is outperforming most Bay Area theatre companies both artistically and financially. As local regional theaters shutter or announce enormous financial short falls necessitating fire alarm fund raising campaigns, Hillbarn is receiving critical acclaim from Bay Area reviewers, audience members, performers and creative team members, all while maintaining a strong balance sheet in spite of continued cuts to government and foundation funding. The shortfall is coming if local funds dry up, but for now, with the support of the City of Foster City, local service organizations and hundreds of individuals who value the importance of the performing arts and in particular this local company, Hillbarn Theatre & Conservatory sees a continued growth trajectory. Our attendance was strong this past season with two shows breaking attendance records.
The Sound of Music: 97% occupancy
Something Rotten: 95.7 % occupancy
Each of the five shows in the 2023-24 season were met with critical acclaim. Both RENT and The Sound Oo Music were awarded a Theatre Bay Area Homegrown award, for creating job opportunities in the Bay Area and a Reflection Award that recognizes diversity of the production matching the diversity in the Bay Area. All of the 2023-2024 productions received a MUST SEE recommendation from the press thus drawing audience to Foster City.
Summer camp 2023 registrations for elementary, middle and high school students have exceeded capacity with waiting lists of up to 50 students in the elementary and middle-school divisions. This is consistent with our outreach programs at local San Mateo County schools this past year. Our greatest current need is local space that we could use to expand our in demand youth programming.
Scholarship requests remain considerably higher than pre-Covid, a sign of economic hardship for some families. We strive to meet all requests by underwriting fees with grants from Rotary and the City of Foster City. Currently 8 children are attending camp supported by scholarships and several students in our Teen company had tuition underwritten. We sponsor foster children, children experiencing grief or medical issues, and families in financial need. Hillbarn is working with local schools that represent residents in the lower-range of income based on the California Healthy Places Index. Ticket discounts have greatly reduced the barrier to entry felt by many members of the community and industry. Hillbarn has implemented a Pay-What-You-Can show in each run to ensure that Hillbarn's performances are available to anyone at a price point they can manage. Hillbarn offers $30 seats for patrons under 30. Senior discounts are offered as part of subscription packages and single tickets. Groups of 10+ receive notable discounts.
The City of Foster City has benefited from the presence of Hillbarn Theatre since it opened it's doors in the newly created city in 1968. This venerable arts institution's reputation anchors the City as a great place to live or visit, attracts tourists and visitors, it stimulates the local economy, engages the community with new ideas and agendas that can be helpful in changing the way citizens think, see and act, upholds the belief that the arts have intrinsic value, offers youth a safe place to build skills and make new friends and acts as a conduit for bringing together members of the community who share similar interests.
Patrons:
FY September 1, 2023 - July 2, 2024
4,486
Please note that we only produced 5 shows in this season FY September 1, 2024 -August 31, 2025
6,000 anticipated
We are returning to a 6-show season and adding a fourth weekend of performances for the three musicals. We anticipate this will return attendance to previous season numbers.
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 585
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Hillbarn Theatre
Hillbarn's production of RENT had the largest representation of multi-ethnicity ever on our stage, drawing upwards of 400 new ticket buyers from zip codes beyond the mid-Peninsula.
Both RENT and The Sound Of Music were awarded a Theatre Bay Area Homegrown award, for creating job opportunities in the Bay Area and a Reflection Award that recognizes diversity of the production matching the diversity in the Bay Area.
All of the 2023-2024 productions received a MUST SEE recommendation from the press thus drawing audience to Foster City.
RENT, Once and Something Rotten, our winter offerings brought 900+ new patrons to the theatre. These are people who attend but also are likely to shop and dine in town before or after a performance.
The largest number of patrons attending from beyond Foster City include:
Belmont: 408
Burlingame: 434
San Mateo: 1,762
San Carlos: 485
Redwood City: 578
San Francisco: 532
Appointed in April 2023, Executive Artistic Director, Steve Muterspaugh, has now been at the helm for over a year. Steve has enjoyed a 20-plus year career as a professional regional actor, director and arts administrator. Prior to joining Hillbarn Theatre, Steve served as Associate Artistic Director at San Francisco Shakespeare Festival and Jewel Theatre (Santa Cruz), as well as most recently serving as Artistic Operations Manager / Digital Content Director at TheatreWorks Silicon Valley.
Conservatory Director, Adrienne Walters, is a Bay Area native who graduated from San Francisco State university with a BA in Anthropology. She has been a teaching artist across the Bay Area for the past 13 years as well as a member of the Equity Actors Association.
Muterspaugh and Walters are both accomplished performers and arts educators. Trained teachers, professional actors, dancers, singers and musicians join the various Conservatory programs to share their wealth of experience.
Pam Lampkin, Development Associate, has forty-five years of arts management and fund development experience in non-profit cultural and educational institutions. She has led the fundraising efforts at Hillbarn for ten seasons. Additionally, she is an award-winning Bay Area costume designer.
Hillbarn has a contract with Actor's Equity Association to employ 18 union members per season. Professional actors raise the bar and take avocational actors to new levels through coaching and mentorship.
Professional directors, designers and musicians join our creative teams bringing to Hillbarn a wealth of talent from as far afield as NYC.
A Board of Directors ensures the organization is fulfilling its mandate, are following all legal obligations, and are fiscally responsible. Since they play a governance role, they set policies and make sure those policies are put into practice. Members professional skills include certified public accounting, law, business ownership, education, non profit management, psychology, City engagement, and the performing arts.
Full time: 2, Part time: 10 Actors: 42, Creatives: 55 Musicians employed: 18, Teachers: 42, Volunteer ushers: 110 Annual budget FY 2023: $1,173,603
Annual budget FY 2024:
Sample Anticipated Annual Sources of Revenue
Individuals: $240,000
City of Foster City: $20,000
Rotary Club of Foster City: $6,500
Lions Club: of Foster City: $1,000
Season Sponsor: $6,000
Foundation grants: $31,500
Conservatory registrations: $268,275
Conservatory Performance: $63,000
Ticket Sales: $584,351
Facility rentals: $14,000
Props & Costumes rental: $6,500
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 586
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Hillbarn Theatre
Hillbarn collaborates with the Rotary Club of Foster City. This past season Rotary held events at Hillbarn and committed $5,000 to fund student scholarships.
Atria Senior Living takes advantage of Hillbarn Theatre's group and senior discounted tickets, and organizes groups to attend our matinee performances.
Kids Connection School annually uses our space for their holiday and end-of-year performances and graduation ceremonies.
The PJCC recently presented a single evening, one-woman show on our stage as part of their arts engagement programming.
Students from San Mateo County Unified School District High Schools and local private and parochial schools participate in year-round programs at the theatre.
Hillbarn school outreach programs are offered at Parkside and North Shoreview Montessori Schools. These after school programs culminate in a year-end performance on the Hillbarn Mainstage. Students are excited at the prospect of learning music and dance to enhance storytelling and are eager to be part of a team that is creating something unique. Enrollment represents many socio-diverse backgrounds, income levels and educational success.
July 2, 2024
Steve Muterspaugh Executive Artistic Director
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 587
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 588
Updated 0D\ , 202
CITY OF FOSTER CITY
FY 202-202 Nonprofit Funding Application
PROGRAM OVERVIEW
City Council has set aside funds to support local nonprofit agencies that operate programs and services that benefit the Foster City community and that the City would otherwise be unable to provide. Funding levels are determined annually by the City Council. The total funding made available may vary and traditionally has been funded by the General Fund.
NONPROFIT FUNDING PROCESS SCHEDULE
June , 202 The nonprofit funding application period opens. -XO\ All DSSOLFDWLRQV are due from nonprofit agencies no later than 5:00 PM.
July 1, 202
to
August
, 202
Applicants are invited to appear during the Public Comment period at ANY Regular City Council meeting between Monday, July 1, and Monday, August 1 , 202. Applicants will be given three minutes to briefly SURYLGH DQ overview RI their organization and how nonprofit funding would benefit the Foster City Fommunity.
TBD City Council determines funding levels by agency.
TBD Awarded nonprofits to submit invoice to City requesting disbursement.
PROGRAM ELIGIBILITY
x Organization must be incorporated as a nonprofit organization or school with tax-exempt status under Section 501(c)(3) of the Internal Revenue Code.
x An unincorporated organization may apply through a fiscal sponsor, provided that the fiscal sponsor is a 501(c)(3) organization or school with tax-exempt status under Section 501(c)(3) of the Internal Revenue Code.
x The applicant agency understands funding disbursement may only occur after an invoice and W-9 documentation is submitted to the City.
x The applicant agency agrees that an annual report/presentation will be provided to the City Council and shall indicate the number of services provided and Foster City residents served by the organization during the reporting period. The report will include measurable contract outcomes, successes, and challenges.
x Organizations must comply with all appropriate requirements on the use of public funds, particularly prohibiting funds from being used for personal benefit or lending of funds to a private entity. x Agencies are required to apply for funding each year. Funding for any given year does not guarantee funding for succeeding years.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 589
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CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
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SECTION 1: IDENTIFICATION/ANALYSIS OF LOCAL NEEDS
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Ho’okahi Pu’uwai Outrigger Canoe Club
PO Box 4308, Foster City, CA 94404
Michael Fujita
[email protected]
925-395-3190 $20,000
Ho’okahi Pu’uwai Outrigger Canoe Club (HPOCC) plays a crucial role in the Foster City community by promoting outrigger canoe racing and fostering overall health and well-being through paddling. Founded in 1998 with a mission to encourage and perpetuate this traditional Hawaiian sport, HPOCC serves as a hub for physical activity and community engagement for Foster City residents and the greater Bay Area.
Beyond its athletic focus, the club has become a beacon of support, for both adults and kids, particularly in the aftermath of the COVID-19 pandemic, by offering mental health benefits through outdoor activity and social interaction. Paddling not only strengthens muscles but also nurtures mental fortitude, offering participants a healthy outlet to relieve stress and restore a sense of balance.
HPOCC serves as more than a sports club, by fostering an ohana—a family-like environment—for all members, irrespective of age, economic background, or ethnicity, thereby promoting unity and well-being through shared passion and camaraderie.
HPOCC seeks funding to achieve several key goals centered on enhancing community engagement, promoting physical and mental well-being for children and adults, and improving our facilities and equipment. Specifically, the funds will support the following objectives:
1. Increase Community Engagement: Strengthen outreach efforts to attract a diverse demographic, including underserved populations and children in Foster City and neighboring communities. HPOCC hosts an annual New Paddlers Day in Foster City Lagoon to introduce community members to Hawaiian canoeing and promotes community spirit through a free half-day event led by over 20 HPOCC volunteers. Participants learn about the ancient art, craft, and history of Hawaiian canoeing.
2. Youth Empowerment: Hawaiian tradition states that our future is in the hands of our keikis, Hawaiian for children, and we strongly uphold this belief.
Our club created its identity around this belief and developed a program which reflects these values. We provide the local community with an alternative activity for keikis to learn about teamwork, discipline, leadership, and to appreciate different cultures under the mentoring and guidance of an experienced keiki coaching staff. In 2024, we expanded our efforts to recruit more children from public schools in San Mateo county, including Foster City schools.
3. Enhance Facilities and Equipment: With our membership exceeding 150 individuals and currently limited to 60 paddlers per practice session due to having only ten canoes (each with 6 seats), providing regular practice opportunities for all members has become challenging. Funding will enable us to acquire an additional outrigger canoe and upgrade our paddles, safety gear, and clubhouse facilities. These improvements are essential to ensuring safety, accessibility, and a positive experience for all participants, addressing our immediate need for increased capacity and enhanced amenities.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 590
Updated 0D\ , 202
CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
Organization Name:
2b. Describe the accomplishments over the recent year of your organization and/or the program for which you are requesting funding.
2c. Describe the benefits to the City of Foster City and/or its residents of the program goals and accomplishments described in the previous two questions. 2d. How many Foster City residents did this program serve last year and/or how many are expected to be served in the coming year?
Ho’okahi Pu’uwai Outrigger Canoe Club
Ho’okahi Pu’uwai means one heart, one goal in the Hawaiian language and is a sentiment we perpetuate throughout our ohana. We are one of the largest outrigger clubs in the Northern California Outrigger Canoe Association (NCOCA), currently with over 150 members ranging from ages 6 to 70+ who compete on a consistent basis. We hold practices in the Beach Park overpass in Foster City Lagoon three times a week.
In 2023, HPOCC made impactful contributions both locally in the Foster City community and beyond. We participated in the Pacific Islanders' Cultural Association Aloha Festival, and raised funds that supported our club and as well as the Hawaii Community Foundation in their restoration initiatives following the fires in Lahaina, Maui. In addition, HPOCC hosts an annual Turkey Splash fundraiser, where outrigger clubs from NCOCA compete in Foster City Lagoon. Last year we raised $1,000+ and collected 400 lbs of canned food for Samaritan House, a nonprofit serving San Mateo.
Additionally, through diligent fundraising efforts and generous donor support over the many years, our club purchased an additional outrigger canoe earlier this year. This is the first addition to our club in 5 years; an added canoe has allowed us to further engage our community and fulfill our mission of promoting Hawaiian canoeing traditions while fostering a strong sense of ohana, or family, among our members and supporters HPOCC enhances the quality of life of residents in Foster City by promoting active lifestyles, cultural enrichment, and community engagement. The club's initiatives not only benefit its members but also positively impact the broader community, making Foster City a more vibrant and inclusive place to live and visit. In addition, our adult and childrens’ program have increased awareness of the Pacific Island cultural heritage surrounding the outrigger canoe as well as enhanced interaction between all groups of people and walks of life who are drawn to outrigger canoe racing. Outrigger canoes are more than just a boat, they are a part of the very fabric of the Pacific Island culture.
In ancient times, outrigger canoes were an integral means for transportation, trade, and connecting islands and their people. HPOCC’s program, which welcomes groups of people from all walks of life, strives to similarly promote this type of connection through our adults and children's programs as we increase the awareness of the Pacific Island cultural heritage in the Foster City community. Outrigger canoeing is not only a recreational sport, it is a way for the community to deepen their connection with nature, culture and tradition with every stroke in the water.
In 2023, our membership consisted of a total of 151 members from the Bay Area, with 23 members residing in Foster City and 21 members from San Mateo. We expect to be serving more Foster City residents in the coming year as they become more aware of our club from events held at the lagoon.
HPOCC also welcomes the public to join us annually for our New Paddler Day where all residents from Foster City and surrounding cities can join us on the water to learn about paddling.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 591
Updated 0D\, 202
CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
Organization Name:
2e. Does your organization or program serve a larger geographic area or any other jurisdictions? List (if any), including the total number typically served.
SECTION 3: ADMINISTRATIVE CAPACITY
3a. Describe the organization’s experience providing the proposed project or program. 3b. Describe the way that the program is staffed (full-time, part-time, volunteer) and organized, as well as your organization’s total annual budget and your various sources of revenue.
Ho’okahi Pu’uwai Outrigger Canoe Club
Our membership spans across the entire Bay Area, with members traveling long distances to participate in HPOCC's outrigger canoe practices, events, and community-building activities. Joining HPOCC fosters a deep sense of community among members, fueling their dedication not only to the sport of Hawaiian canoeing but also to each other as a unified team. Our members come from these Bay Area cities: Alameda (4), Belmont (3), Brisbane (1), Burlingame (13), Cupertino (1), Daly City (1), Dublin (2), East Palo Alto (11), El Granada (1), Foster City (23), Fremont (5), Half Moon Bay (2), Hayward (8), Los Altos (1), Los Gatos (4), Newark (1), Oakland (1), Pacifica (1), Pleasanton (1), Redwood city (3), San Bruno (4), San Carlos (5), San Francisco (20), San Jose (3), San Leandro (1), San Mateo (21), Santa Clara (1), Santa Rosa (1), Sebastopol (1), South San Francisco (2), Union City (5).
HPOCC was founded in 1998 to promote outrigger canoeing and related Hawaiian and Pacific Island paddling sports. Based in Foster City, CA, HPOCC is a 501c non-profit organization, which supports itself through modest membership dues, tax deductible contributions from individuals and fundraising activities in the community. For 25+ years HPOCC exists to encourage, maintain and perpetuate outrigger canoe racing for the Bay Area community.
HPOCC’s programming is completely volunteer driven, we have a Board of Directors which includes 12 volunteers and 6 Coaches who bring a wealth of experience and dedication to the proposed project and programs aimed at enhancing community engagement, promoting physical and mental well-being for Foster City residents. On average, our Board of Directors volunteer 20 hours per month and HPOCC Coaches volunteer 30 hours per month to lead our organization.
Our primary revenue source comes from membership dues and donations/fundraising efforts. HPOCC membership fees are $180/year for adults and $50/year for children under 18. In 2023 membership made up $17,000 of our revenue, fundraising events accounted for $11,500 and donations totaled $6,000. Our annual expenditures in 2023 totaled $6,000 to cover maintenance of canoes, trailers and facilities, registration and membership fees. This year we purchased our newest outrigger canoe which cost $24,000 and will be reflected on our 2024 budget.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 592
Updated 0D\ , 202
CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
Organization Name:
3c. Describe any collaboration that exists between your organization, this program and programs administered by other agencies, including financial, staffing or cross-referral, and how this may have benefitted or increased the impact of your services.
SECTION 4: REQUIRED ATTACHMENTS
4a. Proof of nonprofit status (501(c)(3) or equivalent
4b. Copy of latest organization’s annual report (if possible) RETURN ONE COPY OF COMPLETED FORMS TO:
Mail
City of Foster City
Attention: City Manager Department
610 Foster City Boulevard
Foster City, CA 94404
Email
[email protected]
SIGNATURE
Signature of Applicant: Date:
Printed Name: Title:
Ho’okahi Pu’uwai Outrigger Canoe Club
HPOCC is a member of the Northern California Outrigger Canoe Association (NCOCA), we enter crews to compete in most of the NCOCA sprint and long distance competitions, along with races in Southern California (Catalina Channel, Santa Barbara), Hawaii (Molokai Channel, Queen Lilioukalani Race), and The World Sprints held in various locations around the world. Beyond our competitive involvement, HPOCC partners with the Polynesian nonprofit organization, Anamatangi Polynesian Voices, to provide educational opportunities and introductory paddling activities for underprivileged youth.
Michael Fujita 7/2/2024
Michael Fujita President
licant:
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 593
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 594
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 595
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 596
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 597
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 598
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 599
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 600
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 601
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 602
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 603
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 604
Updated , 202
CITY OF FOSTER CITY
FY 202 -202 Nonprofit Funding Application
PROGRAM OVERVIEW
City Council has set aside funds to support local nonprofit agencies that operate programs and services that benefit the Foster City community and that the City would otherwise be unable to provide. Funding levels are determined annually by the City Council. The total funding made available may vary and traditionally has been funded by the General Fund.
NONPROFIT FUNDING PROCESS SCHEDULE
June , 202 The nonprofit funding application period opens.
All are due from nonprofit agencies no later than 5:00 P M.
July 1 , 202
to
August , 202
Applicants are invited to appear during the Public Comment period at ANY Regular City Council meeting between Monday, July 1 , and Monday, August 1 , 202 . Applicants will be given three minutes to briefly overview their organization and how nonprofit funding would benefit the Foster City ommunity.
TBD City Council determines funding levels by agency.
TBD Awarded nonprofits to submit invoice to City requesting disbursement.
PROGRAM ELIGIBILITY
Organization must be incorporated as a nonprofit organization or school with tax-exempt status under Section 501(c)(3) of the Internal Revenue Code.
An unincorporated organization may apply through a fiscal sponsor, provided that the fiscal sponsor is a 501(c)(3) organization or school with tax-exempt status under Section 501(c)(3) of the Internal Revenue Code.
The applicant agency understands funding disbursement may only occur after an invoice and W-9 documentation is submitted to the City.
The applicant agency agrees that an annual report/presentation will be provided to the City Council and shall indicate the number of services provided and Foster City residents served by the organization during the reporting period. The report will include measurable contract outcomes, successes, and challenges.
Organizations must comply with all appropriate requirements on the use of public funds, particularly prohibiting funds from being used for personal benefit or lending of funds to a private entity.
Agencies are required to apply for funding each year. Funding for any given year does not guarantee funding for succeeding years.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 605
CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
SECTION 1: IDENTIFICATION/ANALYSIS OF LOCAL NEEDS
SECTION 2: PROGRAM DESCRIPTION
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 606
Updated , 202
CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
Organization Name:
2b. Describe the accomplishments over the recent year of your organization and/or the program for which you are requesting funding.
2c. Describe the benefits to the City of Foster City and/or its residents of the program goals and accomplishments described in the previous two questions. 2d. How many Foster City residents did this program serve last year and/or how many are expected to be served in the coming year?
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CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
Organization Name:
2e. Does your organization or program serve a larger geographic area or any other jurisdictions? List (if any), including the total number typically served.
SECTION 3: ADMINISTRATIVE CAPACITY
3a. Describe the organization’s experience providing the proposed project or program. 3b. Describe the way that the program is staffed (full-time, part-time, volunteer) and organized, as well as your organization’s total annual budget and your various sources of revenue.
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CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
Organization Name:
3c. Describe any collaboration that exists between your organization, this program and programs administered by other agencies, including financial, staffing or cross-referral, and how this may have benefitted or increased the impact of your services.
SECTION 4: REQUIRED ATTACHMENTS
4a. Proof of nonprofit status (501(c)(3) or equivalent
4b. Copy of latest organization’s annual report (if possible) RETURN ONE COPY OF COMPLETED FORMS TO:
Mail
City of Foster City
Attention: City Manager Department
610 Foster City Boulevard
Foster City, CA 94404
Email
[email protected]
SIGNATURE
Signature of Applicant: Date:
Printed Name: Title:
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 609
21425 Birch Street, Hayward, CA 94541-2131 • 510-247-8995 • Fax 510-247-8992 • [email protected] March 11, 2014
Friends,
Island United Church UCC UMC UPC, 1130 Balclutha Dr., Foster City CA 94404-1710, is a member church of the United Church of Christ in the Northern California Nevada Conference, Golden Gate Association. Please refer to the listing on the next page, taken from the current UCC Yearbook.
As a member church, Island United Church is covered by the blanket federal tax exemption granted to the United Church of Christ on June 10, 1964, which includes all member churches. The Internal Revenue Service group exemption number for the United Church of Christ is 1665. Also attached is the 501(c) (3) determination letter for the Northern California Nevada Conference, United Church of Christ.
Sincerely,
Joy Davis
Northern California Nevada Conference
United Church of Christ
Joy Davis
Conference Administrator
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 610
0300
*
Elk Grove - Elk Grove Congregational Church UCC
9624 Melrose Ave
ASSN CODE 012
1923
95624
(916)685-4825
E-MAIL [email protected]
J D Kosko, P
57 22 45 1 198 113,510 113,510
06 0320
*
Eureka - First UCC
900 Hodgson St
ASSN CODE 008
1859
95503
(707)445-5488
E-MAIL [email protected]
C J Vallerga, P
98 24 60 3,252 350 3,602 2,642 82,559 6,047 88,606
95 0330
*
Fairfax - Community UCC
2398 Sir Francis Drake Blvd
ASSN CODE 008
1921
94930
(415)454-6085
E-MAIL [email protected]
FAX (415)453-8024
K Harts, P
50 15 42 12 2 6,427 754 7,181 1,200 119,564 119,564
10 0355
D
*
Foster City - Island United Church
1130 Balclutha Dr
ASSN CODE 008
1966
94404
(650)349-3544
E-MAIL [email protected]
FAX (650)349-3544
A R Akana, P
30 5 25 3 2 7 1,975 1,293 3,268 4,259 560,144 0 560,144 11 0370
*
Fremont - Congregational UCC
38255 Blacow Rd
ASSN CODE 004
1957
94536
(510)793-3970
E-MAIL [email protected]
D A Borglum, P
89 22 43 13,647 2,688 16,335 3,583 140,022 140,022
11 0462
Fremont - Filipino American Evangelical UCC
3183 San Andreas Dr
Union City
ASSN CODE 008
1992
94587
(510)487-3891
E-MAIL [email protected]
R P Desenganio, P
108 40 35 83,000 83,000
09 0372
*
Fremont - Filipino American UCC
4587 Peralta Blvd
ASSN CODE 004
1984
94536
(510)797-8408
E-MAIL [email protected]
FAX (510)797-3459
F D Ranches, IN
120 45 250 2,005 2,255 80,400 80,400
11 0365
D
*
Fremont- Niles Discovery Church
PO Box 2265
ASSN CODE 004
2012
94536
(510)797-0895
E-MAIL [email protected]
J S Spencer, P
134 45 86 4 7 2 42 4,212 4,095 8,307 13,595 200,290 6,110 206,400 12 0352
Fremont - Vine Moni UCC
38255 Blacow Rd
ASSN CODE 004
1994
94536
(510)798-0863
P F Tuitasi, AP
60 25
07 Statistics - CALIFORNIA, NEVADA NORTHERN (02) 45
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 612
ISLAND UNITED CHURCH
1130 Balclutha Drive • Foster City, CA 94404
650-349-3544
www.iucfc.org
Reverend Michael Cronin, Minister
Peg Divine, Moderator
Annual Report
January 1, 2023 – December 31, 2023
Published March 10, 2024
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dĂďůĞŽĨŽŶƚĞŶƚƐ
Page
Personnel and Teams 1
Membership/Passages 2
Moderator’s Report 3
Pastor’s Report 3
Music Director’s Report 4
Buildings and Grounds Committee Report 5
Communications Team Report 6
Finance Committee Report 8
Audit Committee Report 14
Safe Church Committee Report 15
Social Justice & Outreach Committee Report 17
Video & Audio Team Report 19
Worship & Music Committee Report 19
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Personnel and Teams
(chairperson in bold)
Church Council: Moderator: Peg Divine. Vice-Moderator: Helen Kennedy. Treasurer: Nancy McCusker. Secretary: Tim Luca. Minister: Rev. Michael Cronin.
Minister: Rev. Michael Cronin.
Music Director: Anna Khaydarova.
Communications Coordinator: Brent Gannetta.
Communications Assistant: Darrell Koltsov.
Financial Secretary: Alexis Lewis.
Buildings & Grounds: Ed Grohe, Paul Bade, Peg Divine, Lee Lamkin, Brian Ring, Rev.
Michael Cronin
Communications: Brent Gannetta, Rev. Michael Cronin
Finance: Lee Lamkin, Jan Grohe, Anna Khaydarova, Nancy McCusker.
Hospitality: Rowe Luca.
Pastoral Relations: Diane Fahrner, Alexis Lewis, Paul Bade
Safe Church: Jan Grohe, Paul Bade, Brian Ring.
Social Justice & Outreach: Alexis Lewis, Rev. Michael Cronin, Helen Kennedy, Brent Gannetta, Machiko Terada
Video & Audio: Peg Divine, Paul Bade, Brent Gannetta, Ed Grohe, Darrell Koltsov.
Worship & Music: Rev. Michael Cronin, Ed Grohe, Helen Kennedy, Anna Khaydarova.
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Membership/Passages
Additions
New Members: 3
Baptisms: 0
Letter of Transfer: 0
Departures
Inactive/ Relocated: 0
Inactive/Other: 0
Letter of Transfer: 0
Death: 0
Membership as of December 31: 25
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Moderator’s Report
Peg Divine
It is a pleasure to continue to serve as Island Church’s Moderator.
This has been a very busy period for the Church. We received notice from the Fire Inspector that our preschool rooms could not be used for children under 5 unless we added fire suppression sprinklers and fire alarms. This would be true for future tenants as well. The work is running 6 to 8 weeks behind. Challenge School continues to make their lease payments despite having no revenue from the preschool currently. We are still very pleased with our interactions with the Challenge School. A Capital/Building Fund campaign is under way to pay for the sprinklers and fire alarms. You will hear more about the campaign from Lee.
A long-term dream of the church has been to have a community garden in our vacant space.
You will hear more about this from Paul Bade. The City is willing to participate in a pilot project.
We are so pleased that Rev. Michael Cronin has been called as our settled minister. He has encouraged us to focus on strengthening our relationships with Jesus Christ, our community, and each other. We continue to focus on growing our membership. We look forward to Rev.
Michael’s installation ceremony, a celebration of our commitment to one another.
Pastor’s Report
Rev. Michael Cronin
2023 was a year of growth. We received three new members, bringing the roster to 27. Our average attendance by the end of the year had bumped up from the 20-25 average to 25-30.
We have seen a regular return of visitors/friends of Island United. And at the October 2023 meeting, I was officially voted in as Settled Pastor. Installation to happen on Saturday, March 23, 2024.
Our social media activity and hybrid worship experience continues to expand with the addition of Facebook Live and YouTube livestreaming. We are utilizing&ĂĐĞŬĂĚƐƚŽĨƵƌƚŚĞƌŽƵƌ ƌĞĂĐŚĚƵƌŝŶŐƐĞĂƐŽŶĂůǁŽƌƐŚŝƉƐĞƌŝĞƐ͘dŚĞĚĞƚĂŝůƐĂƌĞŝŶƚŚĞĐŽŵŵƵŶŝĐĂƚŝŽŶƐƚĞĂŵ ƌĞƉŽƌƚ͘
We participated outreach events such as Foster City Summer Days, San Mateo Pride, and Foster City Halloween Spooktacular. We received the NAACP 2023 Community Service award. Viva La Musica held a capacity (and outside the doors) fundraiser bon voyage concert for IUC in June. We created and hosted the Chinedu Okobi memorial in October. IUC was a regular host to the PMC liaison meetings. Chat n Chew and Thursday Check-in and Prayer have transitioned to a joint collaborative effort with Congregational Church of the Peninsula to further extend resources.
Mr. Bill Stewart joined us Black History Month, Dakota Brown joined us for Lent, Katya Terets and Michael Hollingshead joined us for Ukrainian War Orphans Sunday, which also brought in community members fundraising involvement. We continued to create collaborative services with sibling UCC congregations throughout the year. Ash Wednesday and Holy Week. In August, members of the Belmont community came to IUC and IUC went to Belmont. In
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September we had Rev. Dr Penny Nixon preach. In December, Rev. Deborah Lee of Interfaith Movement for Human Integrity brought two clients to share the experience of ICE detention centers.
As IUC continues social justice and community outreach, the church is positioning itself for more visibility and recognition. Continue your faithfulness, extend hospitality and welcome toward another year of growth.
Music Director’s Report (new)
Anna Khaydarova
Dear IUC!
I would like us to say a huge thank you to our amazing choir members! We have the most dedicated and supportive and talented choristers that any church and any music director could wish for!
I am very happy to report that our choir added a few amazing new singers ! We are very grateful that Andra and Clara joined and we hope that their example inspires others! Our choir presented new choir offerings almost every Sunday: we expanded our repertoire and now include not only traditional and classical music but also arrangements of contemporary music and musical shows.
We continue to benefit from our friendship with the studio of Angeline Branson! Her students come to perform for us throughout the year !
We also heard some amazing young voice students along with super talented cellist! Our Christmas Eve service was very special: choir prepared a beautiful arrangement of traditional song ‘ O Holy Night’ that included the violin duet : Edan and Charlotte Leung.
Together they created the most beautiful music that really made us all feel inspired and blessed!
As always, I would like to finish with an invitation to all: please, come and sing with us! Maestro Rutter once said: Choral music is not one of the life’s frills. It’s something that goes to the very heart of our humanity, our sense of community, and our souls.
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Building and Grounds Committee Report
Ed Grohe, Paul Bade, Peg Divine, Lee Lamkin, Brian Ring, Rev. Michael Cronin The year 2023 was a very active year for IUC. There was much activity in the parking lot, the building and in the field. The high winds in January and March caused a tree and the fence along the parking lot to be destroyed. The tree was sawed up for $1000 and the fence was replaced for $7250, our part of the cost between IUC, Bay Breeze HOA and Treasure Isle HOA. In October, we had the huge diseased pine tree by the sidewalk removed and our olive tree trimmed for $2475.
The building had leaks in the roof which were repaired for $1266. Drinking fountain and faucet repairs cost $371. Annual inspections of the backflow meter were $195 and fire extinguishers were $80. The piano was tuned for $300. The new projector in the Sanctuary cost $3458. Replacement cameras in the building cost us $7911.
The AAF day school had around 8-10 children, could not make the $5000 rental fees, and was terminated on June 30. Starting July 1, a completely different school, Challenge School, started up its fourth location in our building. They completely replaced all the old furniture and cabinets to the bare walls. They repainted all the classrooms and Director’s office and kitchen and replaced lighting in the kitchen and bathrooms. All of this was at their expense. They were about to open in September when the Fire Department said that under the requirements for their new facility, including infants, the entire building needed fire sprinklers and an alarm system. This caused IUC to get a $135,000 loan from Cornerstone Fund. We paid a $3500 deposit on plumbing and $1000 deposit on alarm system. Work was begun on installation of the plumbing and alarm system and continues into 2024.
In February, The Rotary Club of Foster City indicated it was working on a community garden and had to spend a grant of $2000 by May. I put them in contact with IUC. They bought lumber for 12 boxes, 8’x12’. They bought dirt, had the Boy Scouts and Girl Scouts coat the boxes and Rotary built the boxes in our field. They installed a branch line off our irrigation system, with a valve and meter. We paid $105 for the valve box and $140 for trencher rental.
In August, the City of Foster City became interested in doing a community garden, and after looking at five sites in town, decided IUC was the best location. They did a survey in December and received a very positive response. We are currently in talks with the city as to lease terms, regulations, etc.
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Communications Team Report
Brent Gannetta, Rev. Michael Cronin
The Communications Team is responsible for all our printed and digital communications, which enhance the visibility and brand recognition of Island United Church. Through past and present efforts we have brought equity to the virtual worship experience and kept our church connected to the community.
New endeavors since previous report are marked with (new) Weekly:
x Design and publish the Order of Worship
o printed OOWs for worship in the sanctuary
o (new) digital OOWs provided as PDFs for our remote worshippers x Maintain website and social media
x create, edit, and distribute e-news
x update the Pastor’s Message on website
x maintain the church calendar on Google
x (new) maintain the new Community Events calendar on Google x promote each week’s service, devotional messages, and activities via Facebook posts and special event advertising
x produce the in-person worship service
o integrate the in-person worship service with Zoom
o (new) simulcast the service via Streamyard to Facebook Live and Youtube Live Seasonally:
x Coordinate with sibling congregations for joint services and message synergy x Generate seasonal theming that follows the visual communications guidelines established for in-person and virtual viewers
o create, test, and deploy new slide deck templates
o update and test OOW template
o create and print poster for external sign board
o brand, print, and bind devotional booklets
(new) hand-bind devotional booklets
saves $380-$570 per year ($190 per seasonal series)
o create and place advertisements in local newspapers
o create and place advertisements with Facebook
o create additional and various audiovisual assets
(new) seasonal series trailers on Youtube
(new) reusable felt banners (decorations are removable) x (new) seasonal, on-theme decorations for the banners
x Community Event Presence (FC Summer Days, SMC Pride, Halloween, TDoR, etc.) o plan participation, attend required event meetings and/or trainings o create and distribute IUC swag appropriate to the event (lip balm, bookmarks, literature, candy)
o recruit booth volunteers; fill in staffing gaps
o transport, setup, tear down, and staff booth
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interact with community members and actively promote our worship services and weekly affinity groups like Book Group, Crafting Group, and Thursday Check-in and Prayer
As-Needed:
x Generate reports for the Church Council on website and social media statistics x Update and maintain audiovisual equipment and software o (new) house audio connection modernized and integrated with virtual service production
x Create and produce marketing materials unrelated to seasonal series 2023 Community Event Highlights:
x (new) San Mateo County Pride
x Foster City Summer Days
x (new) Foster City Halloween Spooktacular
x (new) Chinedu Okobi memorial
o created flyers and projection assets
o produced event in-house
simulcast event on Zoom
x Peninsula Multifaith Coalition
o (new) designed all marketing materials for PMC MLK Jr. Days of Service events o (new) produced and simulcast various Liaison meetings o attended Liaison meetings
o actively participated on behalf of IUC
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Finance Committee Report
Lee Lamkin, Jan Grohe, Anna Khaydarova, Nancy McCusker
Getting Back to Normal
Looking back over the past couple years, and thinking about what to share with the Congregation, it should be the message of how we are “getting back to normal.” Everyone is trying to get back to the new normal. Last year, 2022, we saw strong giving to the church and survived a flooding to the sanctuary that necessitated installing upgraded waterproof carpeting. For 2023, we anticipated a balanced budget. Our giving remained strong; increased $10,000 over 2022.
We donated $2,428 to the four UCC Special Offerings and almost $7,000 to missions. We decreased our insurance costs by $10,000. And without considering our Capital Expenses we were ahead of budget almost $18,000. That was better than 2022 when we were ahead $10,000. Good News!
We are starting off in good shape to tackle a challenging 2024 Budget that will support a Settled Pastor (called in the fall of 2023 to start his ministry in January 2024) and support our programs to help us be a presence in the Community. One example is our commitment to a new Community Garden project. However, if you look at the Balance Sheet and follow the Capital Improvements Fund, it went from a balance of $21,000 in 2019 to a balance of $2,000 in 2022. It went to a balance of $46,000 in 2023. Unfortunately, to get to that balance we had to use our reserves, nearly $70,000. Our reserves covered replacement of security cameras, a new projector, storm damaged fences, deductible for the flooding in the Sanctuary and preliminary sprinkler expenses until we receive loan proceeds.
And, as you are aware, we have taken on a Capital Improvement Loan ($135,000.00) to install sprinklers over the entire church building. The service to the loan will cost us $13,000 per year in principal and interest payments (for 30 years) or we can pay it back sooner and save a lot. In 2024 we will be working on a plan to pay the loan back. We have a healthy congregation and more than adequate reserves to help us through.
So, here are the highlights of 2023.
We were able to support missions with almost $7,000
$ 1,500.00 NAACP
1,214.75 Ukraine Fundacja Bocianie Gniazdo w Runowie
1,028.00 Heifer International
500.00 San Mateo County AAPIA
425.59 Interfaith Movement for Human Integrity
300.00 Mission Hospice
300.00 Samaritan House
300.00 CORA
300.00 Hearts for Humanity
300.00 Puente Ministries
250.00 Peninsula Multifaith Coalition
150.00 FC Association of Black Residents
100.00 SM Pride Center
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100.00 UCC ONA Special Offering
182.00 Friends of Rev. Kristi
We supported our Book Group outreach program for $2,342.00. We also had community outreach for Foster City’s Summer Days program in the amount of $600.00.
Moolah the Cow, contributed $1,028 to Heifer International with our Birthday and Anniversary donations. We supported our UCC Conference OCWM with $2,500.
We collected the four UCC Special Offerings this year.
$637.38 One Great Hour of Sharing
$396.00 Strengthen the Church
$613.75 Neighbors in Need
$780.75 Christmas Offering
Because of generous giving of our Congregation $73,800 and $57,000 rent received from All Are Friends LLC and Challenge Preschool we were able to support our Minister, Music Director, and Communications people (payroll expenses were $67,300 and cover our operating expenses of $45,500.
Our total income for the year was $146,200, total expenses were $128,400, with a net operating income of $17,800. In addition, we spent $26,300 in Capital Expenses, putting our total, overall loss for the year at ($8,500).
CHURCH AND MISSION
Gift Income $73,800
School 57,000
Other 15,400
Total Income $146,200
Staff 67,300
Operating 45,500
Outreach 15,600
Total Expenses $128,400
Church and Mission Gain $17,800
Capital Expenses (26,300)
Loss after Capital Expense ($8,500)
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 627
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 628
WĂŐĞϭϱ
Safe Church Committee Report
Jan Grohe, Paul Bade, Brian Ring
The Safe Church Committee is tasked with helping the church be a true sanctuary, both nurturing and protecting its members and visitors. Worship of God happens when there is openness, trust, intimacy, vulnerability, and a safe, supportive community. Abuse and harassment are, therefore, violations of the faith shared by this congregation.
The Committee met in June 2023 to review the Policies and Procedures and to followup on the procedures to be completed, including new hire and volunteer paperwork, annual employee reviews, training and Social Media Code of Conduct.
In August we reviewed our Annual Checklist. We had no incident reports to review, nor had we had any Sunday school or youth programs. We are checking Megan’s Law database for new friends and members of the church.
In addition, a California law requires Harassment Training for all employees. However, it only applies to companies with 5 or more employees. As we have fallen below that level, we no longer need to comply. However, we felt it important to use their free resources to provide such training to our employees as a part of our Safe Church Policy. Nonsupervisory employees must have 1 hour and supervisory 2 hours every two years. All leadership must now be Mandated Reporters, in addition to our minister.
There is also training available for volunteers.
We also remind all members and friends if you see something, say something.
We did have one incident later in the year that the Safe Church Committee reported and addressed this year. Members of our Committee spoke to both parties and support was given. No additional follow-up was needed.
We updated our Leadership Roster posted in the church office that documents how our leadership has complied with various trainings and LiveScan requirements. We thank Brian Ring for continuing as the Custodian of Records for LiveScan and the church.
Following this report is an updated copy of the Policy Statement we posted in the church office and on our website.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 629
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SAFE CHURCH POLICY STATEMENT
Revised October 16, 2022
A COMMITMENT TO SANCTUARY
In recognition of the spiritual and public trust given to this community of faith, Island United Church is committed to being a true Sanctuary, both nurturing and protecting its members and visitors. Worship of God happens when there is openness, trust, intimacy, vulnerability, and a safe, supportive community. Abuse and harassment are, therefore, violations of the faith shared by this Congregation.
Accordingly, the Congregation shall maintain official policies and procedures, which are intended for the prevention of instances of abuse, appropriate intervention into alleged incidents of abusive behavior, and care for all involved. To correspond to changes in civil law and the community, these procedures shall be reviewed annually by the Safe Church Committee, which consists of at least three members appointed by the Church Council, and replaced as necessary, to include at least one male and one female.
To live out our Vision of Sanctuary we determine that:
• Children can grow in faith and know God only if they are physically and emotionally safe at church.
• Parents and caregivers need to feel assured of children’s and vulnerable adults’ safety in all church activities, and of the church’s commitment to provide that safety, in order to focus on worship and their own spiritual growth. • Church workers need to be equipped, protected, supported, and accountable as they lead and nurture children and vulnerable adults.
Our strategy is to:
• Scan periodically the Megan’s Law website www.meganslaw.ca.gov and the National Sex Offender database website www.nsopw.gov for names of any employees, volunteers, friends, visitors, or other program participants and respond accordingly.
• Fingerprint and process all staff and volunteers through the State of California, Department of Justice, Live Scan system, and national FBI system. • Properly select, screen, train, and supervise all who work with children and vulnerable adults.
• Encourage all participants in Island United Church’s ministry and programs to contact church leaders (Minister, Church Council members, Sunday School Superintendent, Sunday School Teachers) if they are ever concerned about safety issues. Anyone that witnesses, experiences, or hears about situations involving abuse, harassment, or exploitation should immediately report to church leaders without hesitation or fear of reprisal.
• Provide adequate care for the wellbeing of the victims, the accused, and the families involved.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 630
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Our volunteers and staff shall strive to treat your child or vulnerable adult with dignity and respect. Discipline shall be positive, respectful, and caring. All volunteers have been active members or friends of the church for no less than six months before being permitted to work with children or vulnerable adults. Copies of our Code of Conduct and Code of Safe Practices are available upon request.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 631
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Social Justice & Outreach Committee Report
Alexis Lewis, Rev. Michael Cronin, Helen Kennedy, Brent Gannetta, Machiko Terada The Social Justice committee focuses on supporting initiatives and activities that promote fair and equitable access to education, housing, and healthcare. Our committee supports social rights, criminal justice equity and inclusion, celebration of diversity and support services for homeless families and individuals.
During 2023, Island United Church partnered, co-sponsored and participated in several community organizations and events: Peninsula Multifaith Coalition, Peninsula Solidarity Cohort, Fixin San Mateo County, YES in God’s Backyard, JUST ACTION: Challenging Segregation, Foster City Association of Black Residents, San Mateo County Pride, San Mateo County TDOR, and the San Mateo NAACP.
Monetary donations were made to: The San Mateo County AAPI Alliance, The San Matero Pride Center, The San Mateo NAACP, Interfaith Movement for Human Integrity, Samaritan House, Puente, and CORA
LifeMoves 2023: We continue to fill our baskets, and Machiko Terada, Brent Gannetta and Helen Kennedy made a delivery to First Step for Families, one of the facilities in the larger LifeMoves organization that serves San Mateo and Santa Clara counties.
January 16: IUC members volunteered in the Peninsula Multifaith Coalition’s Martin Luther King, Jr. Day of Services activities.
February: Participated in Black History Celebration programs and events at the Domini Hoskins Black History Museum and Learning Center, acceptance of Foster City’s Proclamation Recognizing February 2023 as Black History Month. Alexis Lewis attended the San Mateo County Board of Supervisors Black History Month recognition.
March 12: IUC members attended the San Mateo Branch Freedom Fund Gala. IUC sponsored the event by purchasing a table and an ad in the Gala Souvenir Program.
March 16: IUC members attended the “Harriet Tubman Art Unveiling” at the Millbrae Bart Station
April 16 (Orthodox Easter): IUC incorporated a Ukrainian War Orphans in Poland Fundraiser into the Sunday service.
April 18-21: Rev. Michael joined the Alabama Learning Lab Pilgrimage for Civil Rights.
May 11: Reverend Michael and Alexis Lewis attended the first Faith Summit to End Homelessness at CCSM.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 632
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June 3: Reverend Michael, Alexis Lewis, Kathryn Haysbert, and Bent Gannetta participated in the Domini Hoskins Black History Museum Gospel Music Day at SMC Fair.
June 10: San Mateo County - Pride Celebration at San Mateo’s Central Park, Reverend Michael, Brent Gannetta, Kathryn Haysbert, and Alexis Lewis attended the event.
June 17: Island United Church co-sponsored and members attended the 2nd annual Juneteenth Celebration with the Foster City Association of Black July 17: Reverend Michael Cronin, Alexis Lewis and Sydney Headley attended Foster City’s proclamation “Standing United Against Hate”.
September 12 – Alexis Lewis attended the San Mateo County Board of Supervisors meeting in support of the county’s purchase of the La Quinta Inn in Millbrae for Project Homekey and attended the Coalition for a Safer San Mateo County Rally.
Sept 12 – Nov 14: Reverend Michael and Brian Ring coached “English Together” October 1: IUC hosted the “Chinedu Okobi Memorial Services” October 3: Alexis Lewis and Kathryn Haysbert attend the San Mateo County’s Chinedu Okobi Memorial Services
October 5: Reverend Michael, Alexis Lewis, and Kathryn Haysbert attended the second Faith Summit to End Homelessness at CCSM
October 24: Alexis Lewis attend San Mateo County Board Supervisors meeting to support Fixin San Mateo County’s citizens’ oversight committee October 28: Reverend Michael Cronin, Brian Ring and Brent Gannetta hosted the IUC booth at the Foster City Halloween Festival
November 13: IUC sponsored, and Rev. Michael attended the Interfaith Movement for Human Integrity fundraiser concert “Love Over Fear” November 20: Reverend Michael Cronin – as a featured speaker- and Alexis Lewis attended San Mateo County’s TDOR (Transgender Day of
Remembrance/TransACTION Day of Change)
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 633
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Video & Audio Team Report
Peg Divine, Paul Bade, Brent Gannetta, Ed Grohe, Darrell Koltsov Many improvements have been made to our slide decks, Zoom, and YouTube outputs.
While our sound has improved, it is a work in progress. Our goal this year is to buy a computer for the church, so that backup audiovisual specialists for Brent/Darrell can be trained on equipment that will stay at the church (bolted down).
Worship & Music Committee Report
Rev. Michael Cronin, Ed Grohe, Helen Kennedy, Anna Khaydarova The expansion of the music genre has been instituted. We have expanded our access to CCLI for the music library and CCS for use and royalties reporting. Anna continues to enlist music students to play for worship and special services.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 634
Updated May 28, 2024
CITY OF FOSTER CITY
FY 2024-2025 Nonprofit Funding Application
PROGRAM OVERVIEW
City Council has set aside funds to support local nonprofit agencies that operate programs and services that benefit the Foster City community and that the City would otherwise be unable to provide. Funding levels are determined annually by the City Council. The total funding made available may vary and traditionally has been funded by the General Fund.
PROGRAM ELIGIBILITY
x Organization must be incorporated as a nonprofit organization or school with tax-exempt status under Section 501(c)(3) of the Internal Revenue Code.
x An unincorporated organization may apply through a fiscal sponsor, provided that the fiscal sponsor is a 501(c)(3) organization or school with tax-exempt status under Section 501(c)(3) of the Internal Revenue Code.
x The applicant agency understands funding disbursement may only occur after an invoice and W-9 documentation is submitted to the City.
x The applicant agency agrees that an annual report/presentation will be provided to the City Council and shall indicate the number of services provided and Foster City residents served by the organization during the reporting period. The report will include measurable contract outcomes, successes, and challenges. x Organizations must comply with all appropriate requirements on the use of public funds, particularly prohibiting funds from being used for personal benefit or lending of funds to a private entity. x Agencies are required to apply for funding each year. Funding for any given year does not guarantee funding for succeeding years.
NONPROFIT FUNDING PROCESS SCHEDULE
June 3, 2024 The nonprofit funding application period opens.
July 3, 2024 All applications are due from nonprofit agencies no later than 5:00 P.M.
July 15, 2024
to
August 19, 2024
Applicants are invited to appear during the Public Comment period at ANY Regular City Council meeting between Monday, July 15, and Monday, August 19, 2024.
Applicants will be given three minutes to briefly provide an overview of their organization and how nonprofit funding would benefit the Foster City community.
TBD City Council determines funding levels by agency.
TBD Awarded nonprofits to submit invoice to City requesting disbursement.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 635
Updated May 28, 2024
CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
Organization Name:LifeMoves
Organization Address:2550 Great America Way Suite 201, Santa Clara, CA 95045 Contact Name: Joel Hanson
Contact Email:[email protected]
Contact Phone:(650) 685-5880 Amount Requested: $10,000
SECTION 1: IDENTIFICATION/ANALYSIS OF LOCAL NEEDS
1a. Describe the problem or need area being addressed, including any formal study that has been done of the local and regional need for the service, program, or project.
During FY23, LifeMoves served more than 7,000 people across our service area in Santa Clara and San Mateo County. With the help of our 400+ employees and the support of our community, LifeMoves provided more than 307,000 nights of shelter to individuals and families experiencing homelessness, a 7% increase from the previous year. In San Mateo County, there were 2,130 individuals experiencing homelessness on the night of the 2024 Point in Time Homeless Count, representing an 18% increase from 2022 to 2024. The increase in homelessness is primarily driven by a 38% increase in sheltered individuals.
LifeMoves provides intensive case management through both interim housing programs and community outreach so that we can meet people where they are in their journey to housing stability. All LifeMoves programs are built on a foundation of “Housing First” principles – that access to secure and safe temporary housing is the critical first step necessary for unsheltered individuals to make pivotal changes for their future.
Each person we help has a different reason for experiencing homelessness, whether it’s the loss of a job, the death of a spouse, medical expenses, domestic violence, addiction, or mental health conditions. Unless these issues are addressed, it is difficult to retain stable and permanent housing. As a result, each person’s journey to stable housing must be tailored to best position our clients for long-term success. This requires program staff at LifeMoves to constantly provide innovative offerings that will enable transformative change. Some of our creative educational resources include life-skills workshops, personal finance and budgeting assistance, and credit repair.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 636
Updated May 28, 2024
SECTION 2: PROGRAM DESCRIPTION
2a. Describe the goals of the program for which you are requesting funding and how the funds would be used.
LifeMoves’ goal is to provide interim shelter and supportive services for residents of the City of Foster City who are unsheltered. We are proud to be part of the service infrastructure for unsheltered San Mateo County residents. Members of our Homeless Outreach Team (HOT), Healthcare for the Homeless (HCH), Kaiser Outreach, and Rapid Re-Housing programs engaged with nearly every City of Foster City household that was served last year. The presence of our interim housing sites, programs, and outreach services in San Mateo County enhances the health, safety, and economic climate the City of Foster City.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 637
Updated May 28, 2024
CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
Organization Name:LifeMoves
2b. Describe the accomplishments over the recent year of your organization and/or the program for which you are requesting funding.
In FY23, 92% of families and 66% of all clients who engaged with LifeMoves’ emergency housing programs successfully returned to stable housing and achieved self-sufficiency. In addition, thanks to our shared focus on serving those who are unsheltered, more than 1,700 of our clients successfully exited homelessness. We credit our LifeMoves case management and therapeutic service model which focuses on the root causes contributing to homelessness, rather than treating the symptoms—with being the key to the successful outcomes we have achieved.
2c. Describe the benefits to the City of Foster City and/or its residents of the program goals and accomplishments described in the previous two questions.
LifeMoves provides services to reduce the number of homeless individuals and families living on the streets of Foster City such as access to food, clothing, shelter, and wrap-around services.
One of the Foster City residents we served this year has been living at our facility called Vendome located in the City of San Mateo. Vendome provides permanent supportive housing, which is housing with on-site supportive services primarily for individuals who were chronically homeless, and with no specific timeline for program exit.
Vendome serves a critical role in serving seniors with disabilities, as they compose a large portion of the client population.
Transitioning individuals and families to stable housing bolsters the local economy and businesses in downtown Foster City and surrounding areas. With a reduction in the demand for emergency services and use of public resources, formerly homeless families and individuals work, pay taxes, and contribute positively to Foster
2d. How many Foster City residents did this program serve last year and/or how many are expected to be served in the coming year?
FY24, LifeMoves served seven (7) Foster City residents at interim housing sties; six (6) were residential clients at the Navigation Center located in Redwood City and one (1) at the Vendome located in the City of San Mateo. Overall LifeMoves provided a total of 1,220 bed nights to those 7 clients.
FY25, LifeMoves expects to serve approximately the same number of Foster City residents. Services provided through LifeMoves are available to additional residents as needed.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 638
Updated May 28, 2024
CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
Organization Name͗>ŝĨĞDŽǀĞƐ
2e. Does your organization or program serve a larger geographic area or any other jurisdictions? List (if any), including the total number typically served.
LifeMoves is the largest provider of interim housing and support services for individuals and families experiencing homelessness on the San Francisco Peninsula and in Silicon Valley. With more than 26 sites from Daly City to San José, LifeMoves gives our neighbors experiencing homelessness a temporary place to call home while providing intensive, customized support through both site-based programs and community outreach. On any given night, we feed, clothe, and house approximately 1,500 people, about one in six of whom are children.
We credit our success to our tailored case management that addresses the individual root causes of homelessness. LifeMoves provides the strategic assistance needed to move our clients to stable housing and self-sufficiency.
Our six sites in San Mateo County—Family Crossroads in Daly City, First Step for Families in San Mateo, Navigation Center (formerly Maple Street) in Redwood City, Haven Family House in Menlo Park, Coast House in Half Moon Bay, and Redwood Family House in Redwood City—all have long histories of serving families and individuals experiencing homelessness. As the largest provider of homeless services in San Mateo County, LifeMoves provides valuable service to the community by helping families and individuals secure stable housing. LifeMoves has a wealth of data on its own programs that clearly demonstrate both the ongoing need for services and the success of the LifeMoves programs at addressing that need. In FY23, LifeMoves served more than 7,000 people across our service areas in Santa Clara and San Mateo County.
SECTION 3: ADMINISTRATIVE CAPACITY
3a. Describe the organization’s experience providing the proposed project or program.
LifeMoves brings over 35 years of experience successfully operating emergency interim housing programs and service sites. Despite the successes of LifeMoves’ programs over the past several decades, the need for the services LifeMoves provides is even more pressing today. San Mateo County unemployment, underemployment, and low wages continue to conspire with the extremely high and ever-rising housing costs in the region, making it increasingly difficult for working families and individuals to have the resources needed for permanent housing and a stable home life.
Our interim housing program sites in the County of San Mateo serve families, children, and individuals experiencing homelessness. Clients are assigned to our programs through the County's Coordinated Entry System (CES), City of Foster City persons may be enrolled in programs located in other cities, including Family Crossroads in Daly City, Navigation Center in Redwood City, Haven Family House in Menlo Park, Coast House in Half Moon Bay, and Redwood Family House in Redwood City.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 639
Updated May 28, 2024
3b. Describe the way that the program is staffed (full-time, part-time, volunteer) and organized, as well as your organization’s total annual budget and your various sources of revenue.
Last year, LifeMoves provided more than 7,000 homeless individuals, including hundreds of families with minor children, with food, clothing, comprehensive supportive services, and more than 307,000 nights of housing with 425 employees and support from 12,000 volunteers, Last year, 86% of families and 66% of all clients completing our interim housing programs returned to stable housing. LifeMoves’ current budget for FY24 is $67,974,724.
A typical LifeMoves shelter is staffed with full-time and part-time employees including a Program Director, Case Managers, Residential Services Coordinators, and at our family shelters, Children's Services Coordinators.
These employees work collaboratively to guide our clients to independence and stable housing.
LifeMoves dedicated volunteers provide critical, supportive services to the individuals and families served in our shelters and programs. These services included preparing and serving meals, tutoring children, providing life skills workshops, and job readiness training, along with volunteers who focus on beautification projects and maintenance needs at our sites.
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 640
Updated May 28, 2024
CITY OF FOSTER CITY
Nonprofit Funding Application
(Please use additional sheets if necessary)
APPLICANT INFORMATION
Organization Name: LifeMoves
3c. Describe any collaboration that exists between your organization, this program and programs administered by other agencies, including financial, staffing or cross-referral, and how this may have benefitted or increased the impact of your services.
LifeMoves maintains a strong network of community resources that contribute to our program’s success. Our staff are effective in leveraging community resources to benefit the greatest number of participants. LifeMoves works in close partnership with the County of San Mateo and numerous community-based agencies to provide referrals and critically needed services including access to legal services, behavioral health assessment and treatment, and health care, among others. These collaborative relationships throughout our region facilitate effective, complementary, and unduplicated services to individuals and households experiencing homelessness in our community.
LifeMoves works in partnership with several organizations in San Mateo County including Caminar, Second Harvest Food Bank, Loaves and Fishes, Mid-Peninsula Housing, Samaritan House, Peninsula Family Service, San Mateo County Behavioral Health and Recovery Services, HIP Housing, Legal Aid Society, Vocational Rehabilitation Services (VRS), and the Society of Saint Vincent de Paul. Additionally, LifeMoves makes referrals to County medical, dental, and mental health clinics, vocational support, and numerous other social services offered within the community.
SECTION 4: REQUIRED ATTACHMENTS
4a. Proof of nonprofit status (501(c)(3) or equivalent
4b. Copy of latest organization’s annual report (if possible) RETURN ONE COPY OF COMPLETED FORMS TO:
Mail
City of Foster City
Attention: City Manager Department
610 Foster City Boulevard
Foster City, CA 94404
Email
[email protected]
SIGNATURE
Signature of Applicant: Date:
Printed Name: Title:
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 641
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 642
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 643
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 644
@ 2024 LifeMoves. All Rights Reserved.
IMPACT REPORT
JULY 2022 - JUNE 2023
The Pathways to
Ending Homelessness
Begin with Learning
Start here
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 645
@ 2024 LifeMoves. All Rights Reserved.
A message from our leaders
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Homelessness impacts us all
Every face tells a story
Community support
Meet the team that guides our vision
Revenue & expenses
Thank you to our generous supporters
Thanks to our donors
The story doesn’t end here
LifeMoves is building with hope
and leading with solutions derived
from testing and evaluation. We
are committed to constantly
learning, optimizing our methods,
expanding our supportive services,
and accelerating our ability to
produce positive outcomes with
measurable impact.
Table of contents
3 5
7 9
10 11
12 13
14 20
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6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 646
@ 2024 LifeMoves. All Rights Reserved.
A message from our leaders
For those experiencing homelessness, oftentimes the pathways to stable housing begin with interim housing. And for those of us committed to providing better interim housing and supportive services, the path begins with learning.
LifeMoves is a learning organization. We’re paying closer attention to every detail and to where they lead us. Only by taking this approach, by iterating, by innovating, will we be able to provide the critical housing and support services that our clients desire.
We’re in the middle of a homelessness crisis that is leaving more people with no place to call home. 7o meet this escalating demand for aordable permanent housing, we must create more interim housing options, provide customized supportive services, and create access to broader resources. The good news is, homelessness is a solvable problem, and we plan on being a big part of the collective solution.
As we improve, the entire supportive housing ecosystem will improve, and ultimately, life will be better for both our clients and our community. To achieve this, LifeMoves is developing and demonstrating our evidencebased service model and engaging the broader community in our solutions. Testing dierent solutions and services in dierent settings is revealing what works best. And the data is revealing some exciting trends. (ach day, we’re learning more, and we’re sharing our ȴndings with other organizations so that they, too, will beneȴt from our discoveries.
Our model is producing new progress and promise. LifeMoves client exits to permanent housing are on the rise. Over the past 3 years, 83% of families who secured permanent housing after staying at LifeMoves, kept that housing 1 year later.
Discovery and development is an ongoing process. We are continually thinking about how we operationalize our methods and how we ensure that timely, actionable data informs our decision-making.
As we move forward, we will continue to create new pathways to permanent housing with tailored services and access to resources. We will continue to collaborate with our partners and our community. And we will continue to engage our clients and sta with dignity and respect.
Aubrey Merriman
&hief (xecutive Oɝcer at LifeMoves
Patrick Hernon
Chairman of the Board at LifeMoves
< 3>
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 647
@ 2024 LifeMoves. All Rights Reserved.
At LifeMoves, we use data to transform how
we serve those experiencing homelessness.
We do this so that we can create life-changing
solutions for our clients.
What we learn
changes people’s
lives
Our vision
Build thriving communities where every neighbor
has a home.
Our mission
End homelessness through interim housing,
support services, and collaborative partnerships.
LifeMoves served over 7,075 clients every year through 4 core program areas: Outreach (1,552 clients last ȴscal year
, Ζnterim 6upportive +ousing (,57 clients
, 6pecialized 6ervices such as the Opportunity
Center (1,52
clients
, and 3revention (457 clients
.
The numbers tell a deeper story.
We provide tailored and intensive services.
72%
of all LifeMoves clients in FY23 were served
through our Interim Supportive Housing
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most intensive and tailored support.
80 hours per day of tailored case management
were provided to clients across LifeMoves
programs.
With our tailored support, clients get help to successfully navigate systemic barriers and achieve their housing goals.
433
clients, more than 1 per day, who connected with our Outreach teams moved out of unsheltered homelessness situations and
into Interim Supportive Housing.
74%
of families in LifeMoves Interim Supportive
Housing moved to permanent housing in
FY23. Over 8 in 10 of LifeMoves families
placed in permanent housing maintained
it 1 year later.
29%
of single adult clients in LIfeMoves Interim Supportive Housing moved to permanent housing last year, consistent with county-wide benchmarks for this population. 3 out of 4 single adults placed in permanent housing maintained it 1 year later.
< 4>
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 648
@ 2024 LifeMoves. All Rights Reserved.
2XUWHVWLQJDQGOHDUQLQJUHYHDOVWKUHHNH\ȴQGLQJV
By building more safe, private, and digniȴed environments in 202, we learned they are popular, eective, and lead to life-changing outcomes. These conclusions have been
validated by outside research. View our new sites.
01 7KHLPSRUWDQFHRIVDIHSULYDWHGLJQLȴHGVSDFHV
becomes irrefutable.
The time a client stays with LifeMoves can inȵuence success.
Our 202 data showed us that a stay can be too short, but it can also be too long. The right length of stay depends on whether the client is a single adult or a family as well as their individual needs and uniTue circumstances. +owever, if client stays are too short or too long, they may not receive the full beneȴt of participating in our program.
02 Length of stay steps into the forefront.
Demographic deep-dives have allowed us to quantify just how dierent from one another our two main household
types are becoming. 6ingle adult clients are more likely to be male and skew much older (age 55
, more chronically
homeless, and more likely to have disabilities or mental health challenges. Family clients tend to be younger
(ages 25-4
, with a female head of household, and are
less likely to experience disabilities or chronic homelessness. 03 7KHSURȴOHRIFOLHQWW\SHVLVGLYHUJLQJ
“This was somewhere I could restart,
regroup, rethink about things, and
push forward. I feel like I’m running
my own show and marching towards
what I want.”
Crisanta, LifeMoves client
< 5>
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 649
@ 2024 LifeMoves. All Rights Reserved.
2XUȴQGLQJVDUHWUHQGLQJZLWKJUHDWHUHFRV\VWHPEHQFKPDUNV LifeMoves is benchmarking its performance data against countywide performance metrics. We track both site-level and agency-level outcomes.
What we’re learning is that LifeMoves is meeting or exceeding the performance targets for the counties in which we work.
LifeMoves also uses publicly available data to track performance and trends statewide. Ζn 202, key research was published by the 8C6F Benio +omelessness and +ousing Ζnitiative and the 8C Berkeley Terner Center for +ousing Ζnnovation that showed our ȴndings aren’t unique to LifeMoves, or even to 6ilicon 9alley, but are consistent with trends throughout the state of California.
2XUȴQGLQJVDUHWUHQGLQJZLWKJUHDWHUHFRV\VWHPEHQFKPDUNV We plan to leverage our learning opportunities to make gains for both our clients and organizations similar to ours. We will deepen our understanding of how built environments inȵuence client outcomes. We’ll continue to use data to deȴne optimal lengths of stay, which will help us organize program delivery and ensure that clients reap the full program beneȴts during their time with us. And, ȴnally, we will share our ȴndings with partners and others in the ȴeld so that our size, scope, and expertise contribute to the collective pursuit of ending homelessness at scale.
:HZLOOXVHGDWDWROHDGDQGLQȵXHQFHLQ
Urban Land Institute’s Award Winning Mountain View Site < 6>
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 650
@ 2024 LifeMoves. All Rights Reserved.
Homelessness impacts us all
+omelessness is not a homogenous experience. Ζt touches dierent people in dierent situations. From the 7,075 unique clients that we served in 202, we’ve learned that clients can be distinguished in certain ways. +owever, they can also fall into more than one of the categories below.
Serving diverse clients strengthens the community.
3 in 4
FOLHQWVLGHQWLȴHGDVSHUVRQVRIFRORU
1 in 4
clients was over 55 years old
2 in 3
clients were single adults
1 in 3
clients was experiencing homelessness
IRUWKHȴUVWWLPH
1 in 5
beds was occupied by a child
< 7>
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 651
@ 2024 LifeMoves. All Rights Reserved.
Specialized solutions support our programs
Within LifeMoves’ intensive programs, case managers tailor solutions from dierent categories to meet clients where they are. The housing solutions include documentation, sta assistance, and life skills workshops. Our physical solution involves personal case management and individualgroup and drop-in therapy.
Our mental health solutions include MediCal and Medicaid enrollment, and medication adherence support. We also render ȴnancial solutions such as credit repair, job training enrollment, and employment sta assistance. Finally, our legal solutions include undocumented client support, document sourcing, and child support assistance.
- 6upport for undocumented clients in navigating available resources - 6ourcing key documents (birth certiȴcations, ΖD, 661
- Obtaining or paying child support
Legal
- Document sourcing, housing applications, connection to landlords - +ousing 6pecialist sta for additional support
- Workshops on life skills, living in community
Housing
- Ζndividual, group, and drop-in therapy
- 1:1 case management
Mental Health
- (nrollment in MediCal, Medicaid
- meals per day
- Referrals to outside health providers
- Transportation to appointments
- Medication adherence support
Physical Health
- Credit repair programs
- Connection to safety net beneȴts
- (nrollment in job training
- (mployment 6pecialist sta for A-to-= support
for job applications and connecting to employers
Financial
Meeting clients where they are.
Our client-centered tools help us customize plans
< 8>
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 652
@ 2024 LifeMoves. All Rights Reserved.
My husband died after 5 years of marriage and Ζ was left to raise our 4 children. We were ready to start our next chapter when my husband was killed by a drunk driver. Ζ ended up living in my car. Then the LifeMoves Outreach Team found me.
Deborah, my case manager at LifeMoves Mountain 9iew, helped me ȴnd grief counseling and support ȴnding a job and housing. Ζ didn’t tell my family while Ζ was here because they all wanted to take me in. And if Ζ did let them help me out, Ζ knew Ζ would still be dependent on another individual for the rest of my life.
Ζ needed to discover who Ζ was without my husband. Ζ had never worked outside my home before. LifeMoves helped me build the conȴdence and skills to do it. Ζ got my ȴrst job. And then another, and then another. At one point, Ζ was working three jobs.
6taying here allowed me to save more money than Ζ’ve ever saved in my whole life. And then Ζ found a place to live ȃ and it’s awesome. Ζ love my new neighborhood and my independence. Ζ don’t know if Ζ’d be where Ζ am right now without LifeMoves.
Sharlet’s
Story
Every face tells a story
Carlos was a battle-hardened Marine and his son had been diagnosed with autism spectrum disorder. But their journey is one of resilience and hope.
Carlos served two tours in Ζraq, risking his life to serve his country. When he returned home, he found himself struggling with mental health issues.
With nowhere to turn, Carlos and his son became unhoused. When the 9A referred him to LifeMoves The 9illa, Carlos and his son received interim housing and wrap-around services that gave them much-needed stability and support as they navigated their way back to a life of self-suɝciency.
With this support, Carlos secured two jobs ȃ working for the railroad and as a security guard. With his case manager’s help, Carlos secured a 9A 6upportive +ousing voucher and moved into a two-bedroom home. But more challenges lay ahead. Carlos wanted to open a bank account and improve his credit score of 560. Carlos raised his credit score to 640 in just three months – a testament to his desire to rebuild his and his son’s lives.
Carlos also worked closely with LifeMoves to ensure his son’s special needs were met. From enrolling him in +ead 6tart to accessing additional academic assistance, Carlos was tenacious in securing the best opportunities for his child. Carlos and his son graduated from The 9illa program. Their story is a reminder that even in the face of overwhelming challenges, help, hope, and hard work can light the path to a better future.
Carlos’
Story
Learn more about our clients' success
< 9>
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 653
@ 2024 LifeMoves. All Rights Reserved.
2XUQHZ\HDUVWUDWHJLFSODQLVUHGHȴQLQJRXUSDWK
forward. It is building upon our innovative interim
housing model and expert service delivery to ensure
that our unhoused neighbors have the housing and
support they need to thrive.
Read Pathways Ahead, Our 5-Year Strategic Plan
This unique strategy is based on three pillars — clients, VWDDQGFRPPXQLW\
Our plan for achieving
intelligent, focused,
sustainable growth
Community Support
We are grateful for the support of our dedicated LifeMoves volunteers, whose time, eorts, and creativity were especially crucial during the last twelve months. Your support has helped our clients feel warmly welcomed and at home.
Every contribution gets us one step closer.
Volunteer with us.
- Donate or 6ponsor Meals
- Contribute 3ro Bono 6kills
Contact [email protected]
Partner with us.
- Become a Corporate 3artner
Contact [email protected]
- Become a Landlord Leader
- +ire a -obseeker
Contact [email protected]
< 10 >
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 654
@ 2024 LifeMoves. All Rights Reserved.
Meet the team that guides our vision
Our Board of Directors (July 2022 - June 2023)
Patrick Heron
Chair
7LDQ\+RQJ
Aubrey Merriman
C(O
“I’m no longer an addict. I’m no longer
homeless. I’m no longer incarcerated.
I’m achieving my goals and being a
dad again.”
Joe, LifeMoves client
Julie Gruber
6ecretary
Greg Eckert
Treasurer
Melissa Selcher
9ice-Chair
Joe Stockwell
Chair (meritus
Pastor Paul Bains Christina Corpus Danielle Fontaine Scott Goree Laura Green Ahmed Khatib Lauren Koenig Lori Castillo Martinez
Ajwang Rading Gene Todd May Topper
Pamela Weiss
< 11 >
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 655
@ 2024 LifeMoves. All Rights Reserved.
Revenue & Expenses
Client Services 73%
Administration 13%
Program Admin 7%
Development 8%
Agency Expenses $58.6M
Foundations 12% Govt. 62%
Corporations 7%
Individuals 15%
Other 2%
In Kind 3%
Annual Revenue $119.7M Annual Revenue Excl. HomeKey $57.1M HomeKey Private 9% Govt. 29%
HomeKey Govt. 43%
Other 1%
In Kind 1%
Individuals 7%
Corporations 3%
Foundations 6%
< 12 >
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 656
@ 2024 LifeMoves. All Rights Reserved.
Thank you to our generous supporters
Where partnership opportunities become positive outcomes. < 13 >
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 657
@ 2024 LifeMoves. All Rights Reserved.
Thanks to our donors
Anonymous (1
Carolyn and 3reston Butcher
Chan =uckerberg Ζnitiative
.aiser 3ermanente
6ue and -ohn 6obrato
Tipping 3oint Community
Troper Wojcicki Foundation
9alhalla Foundation
*race and 6teven 9oorhis
Robert Wallace
Each donation puts more clients on a path to permanent housing success. $500,000 +
Anne Wojcicki Foundation
Anonymous (2
Bank of America Charitable Foundation
Tammy and William Crown
.risten and Douglas (dwards
.athleen (gan and Rod Ferguson
(l Camino +ealthcare District
The (ucalyptus Foundation
Google
+eron Family Foundation
Dottie and Bob King
Lauren and Brad Koenig
Lillian Lincoln Foundation
LinkedΖn
Lowe’s
May and 6tanley 6mith Charitable Trust
-udy and Andrew Mendelsohn
$100,000 - $499,999
3alo Alto Community Fund
Adele and Carl 3eterson
Cathy and Mike 3odell
6and +ill Foundation
Linda and Theodore 6chlein
Melissa and -oel 6elcher
6equoia +ealthcare District
6ilicon 9alley Bank
6obrato 3hilanthropies
6olid Rock Foundation
6tanford Children’s +ealth
6tanford +ealth Care
Ann and -oe 6tockwell
6unlight Giving
6utter +ealth
3amela Weiss
2 th 6treet Capital
Adobe Ζnc.
Anonymous (4
Cisco 6ystems, Ζnc.
The David and Lucile 3ackard Foundation
Kaiann and Matt Drance
(l Camino +ospital
(zrati6yverson Family Trust
Franklin Templeton
Dr. Rameen Ghorieshi
Google.org
+urlbut--ohnson Charitable Trusts
$50,000 - $99,999
Ann and Charles -ohnson
Debra and Mark Leslie
Gloria 3rincipe and -ohn
O’Farrell
Gayle Riggs
Ronald and Ann Williams
Charitable Foundation
Mary and Mark 6tevens
Wells Fargo Foundation
Woodlawn Foundation
The Almanac
Anonymous (7
Apple Computer, Ζnc.
The Applied Materials Foundation
3aul A. Carter Family Foundation
Allison Chang and Diane Gosney
The Church of -esus Christ and
the Latter Day 6aints
Corey, Luzaich, de Ghetaldi Riddle LL3
Crankstart Foundation
The Cristina and Charles -ohnson
Foundation
Dauber Foundation
Dignity +ealth 6equoia +ospital
9ictoria and Greg (ckert
$25,000 - $49,999
The (. Richard -ones Family Foundation
George +. 6andy Foundation
Yael Goshen and Dylan 6mith
Grace 3resbyterian Church of
6ilicon 9alley
6tuart Greene
+R+ Foundation
6ue and Kurt -aggers
Kaiser 3ermanente 6outh Bay
- K Lau Foundation
Menlo 3ark 3resbyterian Church
Meta
Ann Morrical and Matt McWright
1ew Community Church
Oracle Corporation
Liz and George 3avlov
3eninsula +ealth Care District
31C Foundation
3wC Foundation
6an -ose Mercury 1ews Wish
Book Fund, Ζnc.
-enny and Gerald Risk
May and -ames Topper
-ennifer and Ted 8llyot
The 8rbanek Family Foundation
David Wehner
Western Digital Corporation
The Wilson 6onsini Goodrich
Rosati Foundation
-ohanna Wright
3utter Anderson
Anonymous (7
1ola and +arvey Armstrong
Amy and 6cott Arnold
Assistance League of 6an Mateo
Atkinson Foundation
Teresa and -ohn Beltramo
-essica Bernhardt and Ted Goldstein
Bertin Family Foundation
Blue 6hield of California
Devon and 3ete Briger
3atty and Robert Brigham
Marty Burchell and Michael Brownrigg
April and -on Carlson
The Charles and Roberta Katz Family
Foundation
$10,000 - $24,999
Renee Charney
-a’nien and Mike Culver
Catherine and -ohn Debs
Destination: +ome
-une and -ames Diller
Andrea and 6tephen Dover
Michelle Duy and
Andrew Murphy
Leslie Durboraw and
Bill Maimone
Lisa Dusseault and (ric Rescorla
(llen and Thomas (hrlich
(lectronic Arts, Ζnc.
Barbara and Robert (lls
< 14 >
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 658
@ 2024 LifeMoves. All Rights Reserved.
Thanks to our donors
Each donation puts more clients on a path to permanent housing success.
Lockwood Family Foundation
Anuradha Maitra and Thomas Kailath
-illian Manus and Rob Chesnut
Donna Marcus
Marina and Andrew Martin
(van McCulloch
Debra and Bryan McLaughlin
Deedee McMurtry
Alison and 6cott Mellon
Katharine Miller and 6cott Carlson
Lily and Riaz Moledina
Cynthia and William Montgomery
-ohn Morey
Ann Mylod and Martin Yee
1etȵix
Laura and Michael 1ibbi
6ally and Craig 1ordlund
Andrea Okamura and -erey Chambers
Order of Malta
Marcia and William 3ade
-ill and Georey 3arker
David 3asta
3G (
4ualcomm Ζnc.
Rademakers Foundation
Ann and William Regan
6usan Richardson and +arold Luft
-ane Rytina and -onathan Chadwick
6an Bruno Community Foundation
9alerie and Derek 6anders
Daniel 6cales
1ancy and Greg 6errurier
Lisa and 6tephen 6hirley
Carol 6mythe
6tamos Capital 3artners, L3
+arise and 3eter 6taple
$10,000 - $24,999
6tar One Credit 8nion
6torm Castle Foundation
Lisa and Ron 6turzenegger
3aniagua Tapiero Family
(laine and Arthur Taylor
Cynthia and 6cott Thompson
Gene Todd
Trammell Crow Company
-ennifer 8rmson
9isa
Beth and Kurt von (mster
Michele and Ted Wang
Warmenhoven Family Foundation
Woodru 6awyer
Alisa Yaa and Kenneth Mc(lvain
Dennis Yarak
6usan and David Young
Achieve Foundation
Adams Family Foundation
+ildy and Cesar Agustin
Anonymous (21
Aufmuth Family Foundation
Bartz Marr Foundation
Carolyn and 6tephen Bowsher
The Bristol Myers 6quibb Foundation
Lori Buecheler
The Burdick Family Foundation
Charles +osmer Morse Foundation Ζnc.
Chrislow’s Legacy LLC
Christiana Foundation, Ζnc.
Diane and 6tephen Ciesinski
Colorprint
Compass Realty - Burlingame
Congregation Beth Am of Los Altos +ills
Coupa 6oftware
Melanie and 3eter Cross
Brenda Cuellar
1ora Daly and Tim Linerud
Danford Fisher +annig Foundation
Devcon Construction, Ζnc.
Christina Dickerson
Angela Doerksen and -erey Bailey
Dudley-9ehmeyer-Brown Memorial
Foundation
Lisa and -ohn (arnhardt
The (liot Family Fund
Connie (llerbach
Alison (lliott and 6teven Blank
Winn (llis and David Mahoney
6helley and -ames Fisher Fishkin
Deborah and Alexander Fitz
3amela and Craig Flower
Anne and Buzz Frahn
$5,000 - $9,999
Frank and Dolly +alden Family Giving
Fund
9icki Friedberg and William 3ollock
Marion Gallagher
Genentech, Ζnc.
The George and -udy Marcus
Foundation
Cindy and 3hillip Gibson
(lizabeth and Cristos Goodrow
Lynnette 6inatra and 6cott Goree
Maggie 3ringle Grauer and
Frederick Grauer
Greene 9an Arsdale Foundation
-ill Grossman and Andy Fradkin
-oanne and Art +all
Carol and -ohn +amilton
+eaven’s +elping +and
Foundation
Andrea and -ohn +ennessy
6usan +enry
Kathy +owe and -ohn Lilly
+3 Ζnc.
(lizabeth and =achary +ulsey
+utton Family Foundation
Ζshiyama Foundation
-ulie Ζskow and Martin Lastowski
Diane -acobson
Tabitha -ordan
Lee Kanner
Frances and Michael Kieschnick
KΖ6 – Keep ΖT 6imple
6usan and Robert Kresek
Christine and -erey Krolik
-oan Lane
April Lanz and Chris Rich
-anet Littleȴeld and William Coggshall
-ill and Richard Fair
+elen and 6teven Feinberg
Fenwick West LL3
Foothills Congregational Church
Frazier Life 6ciences
Lauren Friedman and (ric Albert
8rsula Gallichotte
Megan and Thomas Germack
Catherine and David-(aton Gillis
Florence and 6teven Goldby
Goldie Anna Charitable Trust
Michele Goller and David +yman
Monica and Blake Grossman
Deborah and Russell +all
9alorie and -ohn +amachek
Karen +an and Keith (mnett
Lorraine and 1oble +ancock
Rachael +ardin and -eremy 6ugerman
Kaarin and Alexander +ardy
Dana and Thomas +ayse
(leanor and Bruce +eister
6herill +eron
+itz Foundation
Karen and Rick Ζwamoto
-acqueline and -ohn -arve
Mary and (d -ennings
-ohn and Cindy Cook Family Foundation
-ohn and Marcia Goldman Foundation
-ohnson Family Foundation
6tephanie and -ames -udah
Kaiser 3ermanente 6an Mateo County
-udith and Rodney Kalune
3uja and 6amir Kaul
Cathie Lesjak and Brian Boisseree
6ylvia and David Lichtenger
Leslie and Gary Little
< 15 >
6.3 Attachment 3 - FY 2024-2025 Nonprofit Funding Grant Applications (Compiled) 659
@ 2024 LifeMoves. All Rights Reserved.
Thanks to our donors
Each donation puts more clients on a path to permanent housing success.
Rotary Club of 6aratoga
Ruehlow Family Foundation
Rupert +. -ohnson, -r. Foundation
6an Mateo County Association of Realtors
6an Mateo County 3rivate Defender
3rogram
3eggy and Ronald 6hapera
Mary and Mark 6liwkowski
6pr Op Co LLC
6tanford 8niversity
Barbara 6tein
Grace, Colin and 6ilas 6tewart
(lisabeth and -ordan 6tockton
6ummitry LLC
TDA Ζnvestment Group
-im Thornton
Diane Toby
Tracy Toyota
6ue 9aleriote and Ken Goldman
-ennifer 9ancini and Raymond Kruck
-ulia and -ames 9andermade
Lyndsay 9ogel and Kyle Knutson
Wang Ching-Yee and Wang +u
Chia-Chiue Family Foundation
-oan Weaver
3atricia and -ames White
-ennifer and Gabriel Wolosin
Tiany and -on Woodru
Leslie and Matthew Mayerson
XL Construction
6uzanne and -ack Yang
(lizabeth and -im Yeager
Anna Maria =ara and Robert (nglish
Anna =ornosa +eymann and
Lenny +eymann
$5,000 - $9,999
Michelle and David (bersman
(lkind Family Foundation
-ane and -im Farish-6avage
-oan Finnigan and Mark Matteucci
First Congregational Church of 3alo Alto
6ally and Derek Freyberg
+elen and -oe Galligan
GA3 Ζnc.