IMPORTANT NOTICE
This is a hybrid meeting and will be held in-person at the Town Council Chambers at 110 E. Main Street and virtually through Zoom Webinar (log-in information provided below). Members of the public may provide public comments for agenda items in-person or virtually through the Zoom Webinar by following the instructions listed below. The live stream of the meeting may be viewed on television and/or online at www.LosGatosCA.gov/TownYouTube.
This meeting will be teleconferenced pursuant to Government Code Section 54953(b)(3). Council Member Rob Rennie will be participating via teleconference from a location at 201 Zephyr Way, Winter Park, CO 80482. The teleconference locations shall be accessible to the public and the agenda will be posted at the teleconference location 72 hours before the meeting.
HOW TO PARTICIPATE
The public is welcome to provide oral comments in real-time during the meeting in three ways:
Zoom Webinar (Online): Join from a PC, Mac, iPad, iPhone or Android device. Please use this URL to join: https://losgatoscagov.zoom.us/j/85481444677?pwd=561kip53XZTmhrTCwGDoNCvDTWQnwJ.1 Passcode: 535103. You can also type in 854 8144 4677 in the “Join a Meeting” page on the Zoom website at www.zoom.us and use passcode 535103.
o When the Mayor announces the item for which you wish to speak, click the “raise hand” feature in Zoom. If you are participating by phone on the Zoom app, press *9 on your telephone keypad to raise your hand.
Telephone: Please dial (877) 336-1839 for US Toll-free or (636) 651-0008 for US Toll. (Conference code: 1052180)
o If you are participating by calling in, press #2 on your telephone keypad to raise your hand.
In-Person: Please complete a “speaker’s card” located on the back of the chamber benches and return it to the Town Clerk before the meeting or when the Mayor announces the item for which you wish to speak.
NOTES: (1) Comments will be limited to three (3) minutes or less at the Mayor’s discretion. (2) If you are unable to participate in real-time, you may email [email protected] the subject line “Public Comment Item #__ ” (insert the item number relevant to your comment). (3) Deadlines to submit written comments are:
11:00 a.m. the Thursday before the Council meeting for inclusion in the agenda packet. 11:00 a.m. the Monday before the Council meeting for inclusion in an addendum. 11:00 a.m. on the day of the Council meeting for inclusion in a desk item.
TOWN OF LOS GATOS
COUNCIL MEETING AGENDA
MARCH 18, 2025
110 EAST MAIN STREET AND TELECONFERENCE
TOWN COUNCIL CHAMBERS
7:00 PM
Matthew Hudes, Mayor
Rob Moore, Vice Mayor
Mary Badame, Council Member
Rob Rennie, Council Member
Maria Ristow, Council Member
(4) Persons wishing to make an audio/visual presentation may do so only on agenda items and must submit the presentation electronically to [email protected] no later than 3:00 p.m. on the day of the Council meeting.
CALL MEETING TO ORDER
ROLL CALL
APPROVE REMOTE PARTICIPATION (This item is listed on the agenda in the event there is an emergency circumstance requiring a Council Member to participate remotely under AB 2449 (Government Code 54953)).
PLEDGE OF ALLEGIANCE
PRESENTATIONS
i. Proclamation for Red Cross Month
CONSENT ITEMS (Consent Items are considered routine Town business and may be approved by one motion. Any member of the Council may remove an item from the Consent Items for comment and action. Members of the public may provide input on any or multiple Consent Item(s) when the Mayor asks for public comments on the Consent Items. If you wish to comment, please follow the Participation Instructions contained on Page 1 of this agenda. If an item is removed, the Mayor has the sole discretion to determine when the item will be heard.)
1. Approve the Minutes of the March 4, 2025, Special Town Council Meeting.
2. Approve the Minutes of the March 4, 2025, Closed Session Town Council Meeting.
3. Approve the Minutes of the March 4, 2025 Town Council Meeting.
4. Receive the Monthly Financial and Investment Report for January 2025.
5. Authorize the Town Manager to execute a Five-Year Agreement for Services with Professional Powerwashing and Property Maintenance, Inc. (PPWPM, INC) for Downtown Power Washing for a Total Agreement Amount Not to Exceed $249,924.
6. Adopt a Resolution Granting an Appeal of a Planning Commission Decision to Approve an Architecture and Site Application for the Construction of a New Single-Family Residence with Reduced Side and Rear Yard Setbacks, Site Improvements Requiring a Grading Permit, and Removal of Large Protected Trees on Vacant Property Zoned R-1:20, and Remanding the Matter to the Planning Commission. Located at 45 Reservoir Road. APN 529-33-054. Architecture and Site Application S-22-048. Categorically Exempt Pursuant to CEQA Guidelines Section 15303: New Construction or Conversion of Small Structures.
Property Owner: Farnaz Agahian. Applicant: Gary Kohlsaat, Architect. Appellant: Mary J.
Vidovich. Project Planner: Sean Mullin.
7. Approved the Recommended Changes to the Town’s Investment Policy.
8. Authorize the Town Manager to Execute a Five-Year Agreement for Services with Sweeping Corp of America for Additional Street Sweeping Services and to Provide Emergency Call Out Sweeping for a Total Agreement Amount Not to Exceed $235,308.
9. Approve the First Amendment to the Purchase and Sale Agreement for Property Adjacent to Shannon Road to Include the Assignment and Assumption of Purchase Agreement; and Authorize the Town Manager to Execute the Agreement.
10. Accept the Annual Progress Report for General Plan and Housing Element Implementation.
VERBAL COMMUNICATIONS (Members of the public are welcome to address the Town Council on any matter that is not listed on the agenda and is within the subject matter jurisdiction of the Town Council. The law generally prohibits the Town Council from discussing or taking action on such items. However, the Council may instruct staff accordingly. To ensure all agenda items are heard, this portion of the agenda is limited to 30 minutes. In the event additional speakers were not heard during the initial Verbal Communications portion of the agenda, an additional Verbal Communications will be opened prior to adjournment. Each speaker is limited to no more than three (3) minutes or such time as authorized by the Mayor.) PUBLIC HEARINGS (Applicants/Appellants and their representatives may be allotted up to a total of five minutes for opening statements. Members of the public may be allotted up to three minutes to comment on any public hearing item. Applicants/Appellants and their representatives may be allotted up to a total of three minutes for closing statements. Items requested/recommended for continuance are subject to Council’s consent at the meeting.)
11. The Introduction of an Ordinance Amending Chapter 29 (Zoning Regulations) of the Town Code Regarding Emergency Shelters, Small Employee Housing, Transitional Housing, Supportive Housing, Employee Housing, Group Homes, and Findings for Reasonable Accommodation Requests, Pursuant to Implementation Program AP of the 2023-2031 Housing Element Will Be Rescheduled to a Future Date.
OTHER BUSINESS (Up to three minutes may be allotted to each speaker on any of the following items.)
12. Discuss the Impacts of Recent Executive Orders on the Town’s Federal Funding and Grants.
13. Approve the 2025 Community Health and Senior Services Commission Work Plan.
14. Approve the Proposed Tolling Agreement for Newtown Development at 15495 Los Gatos Boulevard and Authorize Execution by Town Manager.
COUNCIL / MANAGER MATTERS
CLOSED SESSION REPORT
ADJOURNMENT (Council policy is to adjourn no later than midnight unless a majority of Council votes for an extension of time.)
ADA NOTICE In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the Clerk’s Office at (408) 354-6834.
Notification at least two (2) business days prior to the meeting date will enable the Town to make
reasonable arrangements to ensure accessibility to this meeting [28 CFR §35.102-35.104].
NOTE: The ADA access ramp to the Town Council Chambers is under construction and will be inaccessible through June 2025. Persons who require the use of that ramp to attend meetings are requested to contact the Clerk’s Office at least two (2) business days prior to the meeting date.
NOTICE REGARDING SUPPLEMENTAL MATERIALS Materials related to an item on this agenda submitted to the Town Council after initial distribution of the agenda packets are available for public inspection in the Clerk’s Office at Town Hall, 110 E. Main Street, Los Gatos and on Town’s website at www.losgatosca.gov. Town Council agendas and related materials can be viewed online at https://losgatos-ca.municodemeetings.com/.
110 E. Main Street Los Gatos, CA 95030 ● 408-354-6832
www.losgatosca.gov
TOWN OF LOS GATOS
COUNCIL AGENDA REPORT
MEETING DATE: 03/18/2025
ITEM NO: 1
DRAFT
Minutes of the Town Council Special Meeting – Commissioner Interviews Tuesday, March 4, 2025
5:15 P.M.
The Town Council of the Town of Los Gatos conducted this special meeting in-person and utilizing teleconferencing.
MEETING CALLED TO ORDER AT 5:15 P.M.
Mayor Hudes welcomed applicants and provided introductory comments.
ROLL CALL
Present: Mayor Matthew Hudes, Vice Mayor Rob Moore, Council Member Mary Badame, Council Member Rob Rennie, Council Member Maria Ristow.
Absent: None.
VERBAL COMMUNICATIONS
No one spoke.
OTHER BUSINESS
1. Interview Applicants for the Planning Commission, General Plan Committee, and Personnel Board; and Make Appointments to Fill the Vacant Positions.
Wendy Wood, Town Clerk, explained the interview process that will be used for the meeting.
Council interviewed the following applicants for the vacant positions on Town Boards, Commissions, and Committees:
Planning Commission
o Rasha Lashin
o Chris Ray
o John Schwarz
General Plan Committee
o Bent Jensen
Personnel Board
o John Cleveland
ITEM NO. 1.
PAGE 2 OF 2
SUBJECT: Draft Minutes of the Town Council Special Meeting of March 4, 2025 – Commissioner Interviews
DATE: March 18, 2025
Ballots were distributed to each Council Member and the Town Clerk explained that for a candidate to be appointed, a majority vote of three or more must occur. The Council Members completed written ballots and provided them to the Town Clerk. Town Clerk Wood read the votes and appointments as follows (applicants not listed did not receive a vote):
Planning Commission
o Chris Ray received one vote (Hudes).
o John Schwarz received four votes (Ristow, Rennie, Badame, and Moore).
John Schwarz was appointed to the Planning Commission by a majority vote. General Plan Committee
o Bent Jensen received five votes (Ristow, Rennie, Badame, Moore, and Hudes).
Bent Jensen was appointed to the General Plan Committee by a unanimous vote. Personnel Board
o John Cleveland received five votes (Ristow, Rennie, Badame, Moore, and Hudes).
John Cleveland was appointed to the Personnel Board by a unanimous vote.
ADJOURNMENT
The meeting adjourned at 6:00 p.m.
Respectfully Submitted:
_____________________________________
Wendy Wood, Town Clerk
ITEM NO. 1.
110 E. Main Street Los Gatos, CA 95030 ● 408-354-6832
www.losgatosca.gov
TOWN OF LOS GATOS
COUNCIL CLOSED SESSION MINUTES
MEETING DATE: 03/18/2025
ITEM NO: 2
DRAFT
Minutes of the Town Council Special Meeting – Closed Session Tuesday, March 4, 2025
6:15 P.M.
The Town Council of the Town of Los Gatos conducted a special meeting in person to hold a Closed Session.
MEETING CALLED TO ORDER AT 6:15 P.M.
ROLL CALL
Present: Mayor Matthew Hudes, Vice Mayor Rob Moore, Council Member Mary Badame, Council Member Rob Rennie, and Council Member Maria Ristow.
Absent: None.
VERBAL COMMUNICATIONS (ONLY ON ITEMS ON THE AGENDA)
No one spoke.
Gabrielle Whelan, Town Attorney announced the closed session titles as listed on the agenda.
THE TOWN MOVED TO CLOSED SESSION ON THE FOLLOWING ITEMS:
1. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION (Government Code §54956.9(d)(4))
Initiation of litigation pursuant to Government Code §54956.9(d)(4): 1 case
2. CONFERENCE WITH REAL PROPERTY NEGOTIATOR (Government Code Section 54956.8) Property: 4 Tait Avenue
Agency Negotiator: Katy Nomura, Assistant Town Manager
Negotiating Parties: Town of Los Gatos, Rob White
Under Negotiation: Price and Terms of Payment
The Town Council reconvened in open session.
Gabrielle Whelan, Town Attorney, stated the Town Council met in closed session to discuss initiation of litigation and real property negotiations and with regard to the real property negotiations there was no reportable action. With regard to the potential initiation of litigation the Town Council unanimously voted to authorize the initiation and once it has been formally commenced the defendants will be disclosed to any person upon inquiry unless to do so would jeopardize the agency’s ability to effectuate service of process on one or more unserved parties or jeopardize its ability to conclude existing settlement negotiations.
ITEM NO. 2.
PAGE 2 OF 2
SUBJECT: Draft Minutes of the Special Town Council Meeting of March 4, 2025 DATE: March 4, 2025
ADJOURNMENT
The meeting adjourned at approximately 6:55 p.m.
Attest: Submitted by:
___________________________ ___________________________ Wendy Wood, Town Clerk Chris Constantin, Town Manager
ITEM NO. 2.
110 E. Main Street Los Gatos, CA 95030 ● 408-354-6832
www.losgatosca.gov
TOWN OF LOS GATOS
COUNCIL AGENDA REPORT
MEETING DATE: 03/18/2025
ITEM NO: 3
DRAFT
Minutes of the Town Council Meeting
Tuesday, March 4, 2025
7:00 P.M.
The Town Council of the Town of Los Gatos conducted a regular meeting in-person and via teleconference.
MEETING CALLED TO ORDER AT 7:03 P.M.
ROLL CALL
Present: Mayor Matthew Hudes, Vice Mayor Rob Moore, Council Member Mary Badame, Council Member Rob Rennie, Council Member Maria Ristow.
Absent: None
PLEDGE OF ALLEGIANCE
The Stratford School Student Council led the Pledge of Allegiance. The audience was invited to participate.
The Mayor stated the public hearing items will be heard after the consent items and before the other business items.
CONSENT ITEMS (TO BE ACTED UPON BY A SINGLE MOTION)
1. Approve the Minutes of the February 11, 2025 Town Council Special Meeting.
2. Approve the Minutes of the February 18, 2025 Closed Session Town Council Meeting.
3. Approve the Minutes of the February 18, 2025 Town Council Meeting.
4. Approve the Minutes of the February 21, 2025 Town Council Closed Session Meeting.
5. Authorize the Town Manager of Designee to Execute a Reimbursable Grant Agreement with Silicon Valley Clean Energy in the amount of $173,184 for the Installation of Electric Vehicle Charging Infrastructure at the Parks and Public Works Yard and Authorize Budget Adjustments to Establish a New Capital Improvement Project to Account for the Revenue and Expenditures of this Funding.
6. Authorize the Town Manager to execute the Fourth Amendment to the Tyler Technologies Agreement to Reallocate Existing Contracted Services and Increase Compensation by $58,630 for a New Total Contract Amount Not to Exceed $1,378,621.
7. Approve and Authorize the Town Manager to Execute a Side Letter of Agreement Between the Town of Los Gatos, the Police Officers’ Association (POA), the Town Employees’ Association (TEA), and the American Federation of State, County, and Municipal Employees (AFSCME) Related to the Police Hiring Referral Bonus and Approve the Police Hiring Referral Bonus for Confidential Employees.
ITEM NO. 3.
PAGE 2 OF 8
SUBJECT: Draft Minutes of the Town Council Meeting of March 4, 2025 DATE: March 4, 2025
Mayor Hudes opened public comment.
Gus Who
- Commented on item four, stating concerns with the Town defending the Council Members and requested mediation.
Mayor Hudes closed public comment.
MOTION: Motion by Council Member Badame to approve consent items one through seven.
Seconded by Vice Mayor Moore.
VOTE: Motion passed unanimously.
VERBAL COMMUNICATIONS
Marico Sayoc, Office of Supervisor Abe-Koga
- Commented on partnering with the Town on the upcoming priorities for Supervisor AbeKoga.
Will Whitney, Billy Jones Wildcat Railroad
- Commented on the Oak Meadow pedestrian bridge and stated it will be closed between April and May for maintenance.
Carin Yamamoto
- Commented on safety concerns with proposed SB 330 developments.
Lee Fagot
- Commented on concerns with new development related to safety, infrastructure, and preserving the Town’s character.
Council Member Badame stated that she will recuse herself from the next item because her personal residence is within 1,000 feet of the project site, and left the Council Chambers.
PUBLIC HEARINGS
10. Consider a Recommendation by the Planning Commission to Approve Architecture and Site, Conditional Use Permit, and Subdivision Applications to Demolish Existing Hotel Structures (Los Gatos Lodge), Construct a Multi-Family Residential Development (155 Units), Approve a Condominium Vesting Tentative Map, Site Improvements Requiring a Grading Permit, and Remove Large Protected Trees Under Senate Bill 330 (SB 330) on Property Zoned CH:PD:HEOZ. Located at 50 Los Gatos-Saratoga Road. APNs 529-24-032, 529-24-001, and 529-24-003. No Additional Environmental Review is Necessary Pursuant to CEQA Guidelines Section 15183: Streamlining Process, Since the Proposed Project’s Environmental Impacts were Adequately Addressed in the 2020 General Plan EIR and/or 2040 General Plan EIR, as Applicable. Architecture and Site Application S-23-042, Conditional Use Permit Applications U-23-017, and Subdivision Application M-23-009.
ITEM NO. 3.
PAGE 3 OF 8
SUBJECT: Draft Minutes of the Town Council Meeting of March 4, 2025 DATE: March 4, 2025
Property Owner: Keet S. Nerhan. Applicant: SummerHill Homes, LLC. Project Planner: Sean Mullin. RESOLUTION 2025-006
The Council provided the following disclosures:
Council Member Rennie stated he has met with the applicant and visited the site. Vice Mayor Moore stated he has met with the applicant and visited the site. Mayor Hudes stated he has met with the applicant and walked the site. Council Member Ristow stated she has met with the applicant and walked the site.
Gabrielle Whelan, Town Attorney, gave a presentation on Senate Bill 330 (SB330).
Council asked preliminary questions.
Mayor Hudes opened public comment.
John Hickey, Applicant, provided opening comments and gave a presentation on the proposed project.
Rob Stump
- Commented on concerns with safety and traffic congestion.
Nick Lansen, McCarthy Development
- Commented in support of the project.
Steve Piaseki
- Commented concerns with the project design, safety, and traffic congestion.
Gloria
- Commented in support of the project.
John Hickey, Applicant, provided closing comments and addressed speaker comments.
Mayor Hudes closed public comment.
Council asked questions and discussed the item.
Mayor Hudes called a recess at 9:05 p.m.
Mayor Hudes reconvened the meeting at 9:16 p.m.
Council asked additional questions and discussed the item.
ITEM NO. 3.
PAGE 4 OF 8
SUBJECT: Draft Minutes of the Town Council Meeting of March 4, 2025 DATE: March 4, 2025
MOTION: Motion by Council Member Rennie to adopt the draft resolution in Attachment 2 and make the required findings and approve the Architecture and Site, the Conditional Use Permit, the Subdivision Applications, and the Conditions of Approval. Seconded by Council Member Ristow.
VOTE: Motion passed 4-0. Council Member Badame recused.
Council Member Badame returned to the Council Chambers.
11. Consider an Appeal of a Planning Commission Decision to Approve a Request to Construct a New Single-Family Residence with Reduced Side and Rear Yard Setbacks, Site Improvements Requiring a Grading Permit, and Removal of Large Protected Trees on Vacant Property Zoned R-1:20. Located at 45 Reservoir Road. APN 529-33-054.
Architecture and Site Application S-22-048. Categorically Exempt according to CEQA Guidelines Section 15303: New Construction or Conversion of Small Structures. Property Owner: Farnaz Agahian. Applicant: Gary Kohlsaat, Architect. Appellant: Mary J. Vidovich.
Project Planner: Sean Mullin.
Sean Mullin, Planning Manager, presented the staff report.
Council provided the following disclosures:
Council Member Rennie stated he met with the appellant and a neighbor and visited the site.
Vice Mayor Moore stated he visited and met with the appellant. Council Member Ristow stated she visited the site, walked the access road, and met with the appellant.
Council Member Badame stated she met with the appellant and walked the site and roadway.
Mayor Hudes stated he met with the appellant and walked the site.
Mayor Hudes opened public comment.
Mary J. Vidovich, Appellant, provided opening comments and discussed the reasons for the appeal.
Gary Kohlsaat, Architect, provided opening comments and discussed the project.
Paul Paspa
- Commented on concerns with the size of the proposed project.
Kathleen Watson
- Commented on concerns with safety, tree protection, and the size of the proposed project.
ITEM NO. 3.
PAGE 5 OF 8
SUBJECT: Draft Minutes of the Town Council Meeting of March 4, 2025 DATE: March 4, 2025
Gary Kohlsaat, Architect, provided closing comments and addressed speaker comments.
Mary J. Vidovich, Appellant, provided closing comments stating her concerns with the project.
Mayor Hudes closed public comment.
Council asked questions and discussed the item.
MOTION: Motion by Council Member Badame to have staff prepare a resolution to grant the appeal, remand the application back to the Planning Commission with direction to reduce the building footprint and consideration of the (least restrictive development areas) LRDA and reduce the volume. Seconded by Vice Mayor Moore.
VOTE: Motion passed 4-1. Council Member Ristow voted no.
MOTION: Motion by Council Member Ristow [to extend the meeting to] no later than 12:30 [a.m.] Seconded by Vice Mayor Moore.
VOTE: Motion passed unanimously.
Mayor Hudes called a recess at 11:33 p.m.
Mayor Hudes reconvened the meeting at 11:42 p.m.
12. Conduct a Public Hearing for Appeal of Administrative Citation VL-19-362 (16660 Cypress Way) for Violations of the Los Gatos Town Code Related to Grading and Building and Adopt a Resolution Upholding the Administrative Citation and Imposing Costs According to Proof.
RESOLUTION 2025-008
Mayor Hudes stated the process of the appeal. Gabrielle Whelan, Town Attorney, stated the appeal is limited to the December 13, 2024, and January 16, 2025, correspondence submitted by the appellants.
Mayor Hudes opened public comment.
Lance Bayer, Special Counsel, provided opening comments and addressed the concerns stated in the December 13, 2024, correspondence.
Josh Balsur, Counsel for Appellant, provided opening comments and provided an update on the required permits.
Scott Watson, Neighbor
- Commented on the citations and litigation with the appellant.
ITEM NO. 3.
PAGE 6 OF 8
SUBJECT: Draft Minutes of the Town Council Meeting of March 4, 2025 DATE: March 4, 2025
Ivy Chang, Neighbor
- Commented in support of adopting a resolution to order the payment of fees.
Josh Balsur, Appellant, provided closing comments.
Lance Bayer, Special Counsel, provided closing comments.
Mayor Hudes closed public comment.
Council asked questions and discussed the item.
MOTION: Motion by Council Member Badame to adopt a resolution in Attachment 6 upholding the administrative citation and imposing costs according to proof.
Seconded by Vice Mayor Moore.
VOTE: Motion passed unanimously.
MOTION: Motion by Vice Mayor Moore to extend [the meeting] until 12:45 [a.m.] Seconded by Council Member Ristow.
VOTE: Motion passed unanimously.
OTHER BUSINESS
8. Adopt a Resolution Defining Timed Parking in Downtown Parking Lots and Streets and Authorize Town Staff to Continue Contracting for Ongoing Parking Management Support Services. RESOLUTION 2025-007
Nicolle Burnham, Parks and Public Works Director, presented the staff report.
Mayor Hudes opened public comment.
No one spoke.
Mayor Hudes closed public comment.
Council asked questions and discussed the item.
MOTION: Motion by Council Member Ristow to contract ongoing parking management support services and adopt a resolution of the Town Council of the Town of Los Gatos establishing parking regulations including time limits, date and time of enforcement, and parking permits exemptions for public parking areas downtown and in the olive zone, as presented in the Desk Item with the updated map.
Seconded by Vice Mayor Moore.
VOTE: Motion passed unanimously.
ITEM NO. 3.
PAGE 7 OF 8
SUBJECT: Draft Minutes of the Town Council Meeting of March 4, 2025 DATE: March 4, 2025
9. Approve the 2025 Work Plan Recommended by the Diversity, Equity, and Inclusion (DEI) Commission.
Katy Nomura, Assistant Town Manager, presented the staff report.
Mayor Hudes opened public comment.
Gordon Yamate, Diversity, Equity, and Inclusion Commission Chair - Commented that he is available to answer any questions for this item.
Mayor Hudes closed public comment.
Council discussed the item.
MOTION: Motion by Council Member Badame to extend [the meeting] until 1:00 [a.m.] Seconded by Vice Mayor Moore.
VOTE: Motion passed unanimously.
MOTION: Motion by Council Member Ristow to approve the DEI Commission’s workplan for 2025. Seconded by Vice Mayor Moore.
VOTE: Motion passed 4-0. Mayor Hudes abstained.
COUNCIL/TOWN MANAGER REPORTS
Council Matters
- Council Member Badame stated she participated in a Council Policy Committee meeting and met with the 45 Reservoir Road appellant.
- Council Member Ristow stated she joined volunteers to help improve the Flume Trail; attended Congressman Sam Licardo’s Ceremonial Swearing-In event; attended the Council Policy Committee meeting as an attendee; participated in the Silicon Valley Clean Energy Authority (SVCEA) Finance and Administrative Committee meeting; and met with constituents on a variety of topics.
- Vice Mayor Moore stated he attended Congressman Sam Licardo’s Ceremonial Swearing-In event; Assemblymember Alex Li’s Lunar New Year Celebration; met with residents on various topics; and stated that he started a new job leading health care policies for new County Supervisor Margaret Abe-Koga.
- Council Member Rennie stated he participated in the Flume Trail building; attended a Silicon Valley Clean Energy Authority (SVCEA) Risk Oversight Committee meeting; and met with Supervisor Margaret Abe-Koga.
- Mayor Hudes stated he participated in a Council Policy Committee meeting, West Valley Mayors and Managers meeting, a Community Health and Senior Services Commission meeting, and a Sourcewise Advisory Council meeting.
ITEM NO. 3.
PAGE 8 OF 8
SUBJECT: Draft Minutes of the Town Council Meeting of March 4, 2025 DATE: March 4, 2025
Town Manager Matters
- Stated the Mayor and Town Manager discussed fire and disaster response with local cities.
Closed Session Report
Gabrielle Whelan, Town Attorney, stated the Town Council met in closed session to discuss initiation of litigation and real property negotiations. With regard to the real property negotiations, there is no reportable action. With regard to the potential initiation of litigation, the Council unanimously authorized the initiation of litigation, and the defendants can be disclosed once the complaint has been filed, unless it would jeopardize the agency's ability to effectuate service of process on one or more unserved parties, or conclude existing settlement negotiations.
ADJOURNMENT
The meeting adjourned at 12:48 a.m.
Respectfully Submitted:
_____________________________________
Jenna De Long, Deputy Town Clerk
ITEM NO. 3.
PREPARED BY: Eric Lemon
Finance and Accounting Manager
Reviewed by: Town Manager, Town Attorney, and Finance Director 110 E. Main Street Los Gatos, CA 95030 ● 406-354-6832
www.losgatosca.gov
TOWN OF LOS GATOS
COUNCIL AGENDA REPORT
MEETING DATE: 03/18/2025
ITEM NO: 4
DATE: March 11, 2025
TO: Mayor and Town Council
FROM: Chris Constantin, Town Manager
SUBJECT: Receive the Monthly Financial and Investment Report for January 2025 RECOMMENDATION:
Receive the monthly Financial and Investment Report for January 2025.
BACKGROUND:
California Government Code Section 41004 requires that the Town Treasurer submit to the Town Clerk and the legislative body a written report and accounting of all receipts, disbursements, and fund balances. The Finance Director assumes the Town Treasurer role.
Attachment 1 contains the January 2025 monthly Financial and Investment Report which fulfills this requirement.
The January 2025 Monthly Financial and Investment Report was received by the Finance Commission at its March 10, 2025, regular meeting.
DISCUSSION:
The January 2025 Monthly Financial and Investment Report includes a Fund Balance Schedule, representing estimated funding available for all funds at the beginning of the fiscal year and at the end of the respective month.
As operations fluctuate month to month, there are differences between balances in one month to balances in another. Such differences may be significant due to the type of activity in those months and the timing of any estimates used in the presentation based on the information available. This is demonstrated by the attached January 31, 2025, fund balance report.
ITEM NO. 4.
PAGE 2 OF 3
SUBJECT: Monthly Financial and Investment Report for January 2025 DATE: March 11, 2025
In the case that the differences are extraordinary and unanticipated, we will ensure we present more information to explain the differences.
The January 31, 2025, estimated fund balances differ from the December 31, 2024, estimated fund balances due to the normal day-to-day activity where revenue and expenditure activity in one month have a larger shift in one month from the other.
Please note that the amount in the Fund Schedule differs from the Portfolio Allocation and Treasurer’s Cash Fund Balances Summary schedule because assets and liabilities are components of the Fund Balance.
As illustrated in the summary below, Total Cash is adjusted by adding Total Assets less the amount of Total Liabilities to arrive at the Ending Fund Balance – which represents the actual amount of funds available.
As of January 31, 2025, the Town’s financial position (Cash Plus Other Assets $85.12M, Liabilities $26.87M, and Fund Equity $58.25M) remains strong and the Town has sufficient funds to meet the cash demands for the next six months.
As of January 31, 2025, the Town’s weighted portfolio yield for investments under management was 4.44% which was 7 basis points above the Local Agency Investment Fund (LAIF) yield of
4.37% for the same reporting period. As of December 31, 2024, the LAIF portfolio’s weighted average maturity (WAM) is 252 days versus the Town’s longer WAM of 651 days on January 31, 2025. The Town assets under management reflect the Town’s selection of the 1-3 year benchmark investment strategy through the Town’s investment advisor to lock in higher yields at the top of the interest rate cycle. The longer maturities are balanced with shorter-term yields available on investments held with the State’s LAIF. The Town’s weighted average rate of return on investments under management of 4.44% at the close of January was flat when compared to the December 31, 2024, investment report.
Since January 2024, LAIF yields climbed from 401 basis points (4.01%) to 437 basis points (4.37%) through the end of January 2025. The State LAIF pool typically lags the market when current market yields are either increasing or decreasing.
ITEM NO. 4.
PAGE 3 OF 3
SUBJECT: Monthly Financial and Investment Report for January 2025 DATE: March 11, 2025
After the rate change back in July of 2023, the Federal Open Market Committee (FOMC) did not change rates again until their September 18, 2024, meeting when they approved a 1/2 percentage basis point decrease from 5.5% to 5.0%. Furthermore, on November 7, 2024, the Federal Reserve voted to approve an additional 1/4 basis point decrease from 5.0% to 4.75%.
The most recent change was at their December 2024 meeting when the Federal Reserve voted to approve another 1/4 basis point decrease from 4.75% to 4.50%. These changes support the Federal Open Market Committee’s goal to support maximum employment and bring year-toyear inflation to its targeted level of 2%.
The labor market remained solid, with payrolls growth stronger than expected at 256,000. The unemployment rate ticked down from 4.2% to 4.1%, while the participation rate remained stable. The November Job Openings and Labor Turnover Survey showed the job openings rate rising to 4.8%, with the layoff rate remaining low at 1.1%. The ratio of job openings to unemployed remained at approximately 1.1, in line with pre-pandemic levels.
The Town's investments are in compliance with the Town's Investment Policy dated February 21, 2023, and are also in compliance with the requirements of Section 53600 at seq. of the California State Code. Based on the information available, the Town has sufficient funds to meet the cash demands for the next six months.
CONCLUSION:
Receive the Monthly Financial and Investment Report for January 2025.
Attachments:
1. Financial and Investment Report (January 2025)
ITEM NO. 4.
Weighted Average YTM Portfolio Yield on Investments
under Management 4.44%
Weighted Average Maturity (days) 651
This Month Last Month One year ago
Portfolio Allocation & Treasurer's Cash Balances $71,009,516 $66,720,922 $72,393,065 Managed Investments $50,710,061
Local Agency Investment Fund $12,012,090
Reconciled Demand Deposit Balances $8,287,365
Portfolio Allocation & Treasurer's Cash Balances $71,009,516 Benchmarks/ References:
Town's Average Yield 4.44% 4.44% 4.23%
LAIF Yield for month 4.37% 4.43% 4.01%
3 mo. Treasury 4.28% 4.31% 5.38%
6 mo. Treasury 4.30% 4.27% 5.20%
2 yr. Treasury 4.20% 4.24% 4.21%
5 yr. Treasury 4.33% 4.38% 3.84%
10 Yr. Treasury 4.54% 4.57% 3.91%
Town of Los Gatos
Summary Investment Information
January 31, 2025
0 - 1 year
40%
1 - 2 years
15%
2 - 3 years
25%
3 - 5 years
20%
Portfolio Maturity Profile
Compliance: The Town's investments are in compliance with the Town's investment policy dated February 21, 2023, and also in compliance with the requirements of Section 53600 at seq. of the California State Code. Based on the information available, the Town has sufficient funds to meet the cash demands for the next six months. 1 ATTACHMENT 1 Page 20
ITEM NO. 4.
Month YTD
Cash & Investment Balances - Beginning of Month/Period $ 66,720,921.77 $ 81,368,409.88 Receipts 9,305,112.07 41,929,808.18
Disbursements (5,016,517.64) (52,288,701.86)
Cash & Investment Balances - End of Month/Period $71,009,516.20 $71,009,516.20 Portfolio Allocation Amount % of Portfolio
Max. % or $ Allowed
per State Law or Policy
BNY MM $396,550.74 0.63% 20% of Town Portfolio
US Treasury Notes $20,469,190.11 32.63% No Max. on US Treasuries Government Agency Debenture Notes $15,904,019.60 25.36% No Max. on Non-Mortgage Backed Corporate Medium Term Bonds $13,940,300.50 22.23% 30% of Town Portfolio Local Agency Investment Fund $12,012,090.08 19.15% $75 M per State Law Subtotal - Investments 62,722,151.03 100.00%
Reconciled Demand Deposit Balances 8,287,365.17
Total Portfolio Allocation & Treasurer's Cash Balances $71,009,516.20
0.0401
0.0388
Town of Los Gatos
Portfolio Allocation & Treasurer's Cash Balances
January 31, 2025
BNY MM
0.63%
US Treasury Notes
32.63%
Government Agency Debenture
Notes
25.36%
Corporate Medium Term Bonds
22.23%
Local Agency Investment Fund
19.15%
Portfolio Investment Allocation
$72.4 M $71.0 M
$0.0 M
$10.0 M
$20.0 M
$30.0 M
$40.0 M
$50.0 M
$60.0 M
$70.0 M
$80.0 M
$90.0 M
Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Treasurer's Fund Balances
2
ITEM NO. 4.
January 2025 January 2025 January 2025
Beginning Deposits Interest/ Ending
Balance Realized Gain/Adj. Earnings Withdrawals Balance Non-Treasury Funds:
Cert. of Participation 2002 Ser A Reserve Fund $ 699,575.91 $ - $ 2,392.18 $ - $ 701,968.09 Note 1 Cert. of Participation 2010 Ser Lease Payment Fund 980.51 92,781.99 3.69 - 93,766.19 Note 2 Cert. of Participation 2002 Ser A Lease Payment Fund 17,579.84 81,295.16 60.12 - 98,935.12 Note 1 Cert. of Participation 2010 Ser Reserve Fund 1,423,827.91 - 5,317.13 - 1,429,145.04 Note 2 Total Restricted Funds: $ 2,141,964.17 $ 174,077.15 $ 7,773.12 $ - $ 2,323,814.44 CEPPT IRS Section 115 Trust 2,253,077.65 - 28,337.18 - $ 2,281,414.83 Note 3 Grand Total COP's and CEPPT Trust $ 4,395,041.82 $ 174,077.15 $ 36,110.30 $ - $ 4,605,229.27 These accounts are not part of the Treasurer's fund balances reported elsewhere in this report, as they are for separate and distinct entities.
Note 1: The three original funds for the Certificates of Participation 2002 Series A consist of construction funds which will be expended over the next few years, reserve funds which will guarantee the payment of lease payments, and a third fund for the disbursement of lease payments and initial delivery costs.
Note 2: The 2010 COP Funds are all for the Library construction, reserves to guarantee lease payments, and a lease payment fund for the life of the COP issue. The COI fund was closed in September 2010.
Note 3: The CEPPT IRS Section 115 Trust was established as an irrevocable trust dedicated to accumulate resources to fund the Town's unfunded liabilities related to pension and other post employment benefits.
Town of Los Gatos
Non-Treasury Restricted Fund Balances
January 31, 2025
3
ITEM NO. 4.
July 2024 $ 247,221.75
August 2024 $ 212,684.25
September 2024 $ 265,151.31
October 2024 $ 234,237.63
November 2024 $ 227,312.31
December 2024 $ 239,396.54
January 2025 $ 234,030.33
February 2025 $ -
March 2025 $ -
April 2025 $ -
May 2025 $ -
June 2025 $ -
$ 1,660,034.12
Town of Los Gatos
Statement of Interest Earned
January 31, 2025
4
ITEM NO. 4.
Original Issue Market Value Maturity Yield to Interest Interest Interest Days Deposit Par Original (Discount) Market Above (Under) Purchased Date or Maturity Received Earned Earned to Institution CUSIP # Security Coupon Date Value Cost Premium Value Cost Interest Call Date or Call to Date Prior Yrs. Current FY Maturity Apple 037833DB3 Corporate Bond 2.90% 12/20/2022 1,300,000.00 1,228,591.00 (71,409.00) 1,251,250.00 22,659.00 6/21/2027 4.19% $ 65,137.22 $ 81,871.88 $ 31,545.62 871 Home Depot 437076BM3 Corporate Bond 3.00% 8/4/2022 1,000,000.00 991,960.00 (8,040.00) 984,050.00 (7,910.00) 1/1/2026 3.04% $ 64,750.00 $ 61,696.52 $ 19,058.55 335 US Treasury 912828ZW3 US Treasury Note 0.25% 8/9/2022 350,000.00 322,096.88 (27,903.12) 344,386.00 22,289.12 6/30/2025 3.16% $ 2,092.39 $ 19,915.08 $ 6,196.44 150 FFCB 3133EN5V8 Gov. Agency Debenture 4.13% 1/17/2023 236,000.00 239,174.20 3,174.20 235,367.52 (3,806.68) 1/11/2027 3.76% $ 19,307.75 $ 12,979.52 $ 5,265.28 710 US Treasury 91282CBT7 US Treasury Note 0.75% 9/30/2022 800,000.00 712,565.18 (87,434.82) 768,656.00 56,090.82 3/31/2026 4.14% $ 12,000.00 $ 54,221.52 $ 18,243.55 424 FFCB 3133ENP95 Gov. Agency Debenture 4.25% 9/30/2022 900,000.00 900,939.60 939.60 900,036.00 (903.60) 9/30/2025 4.14% $ 76,500.00 $ 66,415.88 $ 22,346.50 242 JP Morgan Chase 46625HRS1 Corporate Bond 3.20% 9/23/2022 500,000.00 474,660.00 (25,340.00) 491,645.00 16,985.00 3/15/2026 4.70% $ 35,644.44 $ 41,217.45 $ 13,717.88 408 FHLB 3135G05X7 Gov. Agency Debenture 0.38% 6/10/2022 1,200,000.00 1,102,952.40 (97,047.60) 1,174,488.00 71,535.60 8/25/2025 3.04% $ 9,937.50 $ 71,445.55 $ 20,453.79 206 US Treasury 912828ZL7 US Treasury Note 0.38% 4/12/2022 1,700,000.00 1,583,927.57 (116,072.43) 1,684,173.00 100,245.43 4/30/2025 2.72% $ 16,254.49 $ 98,544.63 $ 26,156.91 89 FHLB 3130AQF65 Gov. Agency Debenture 1.25% 11/30/2022 1,300,000.00 1,160,559.40 (139,440.60) 1,236,625.00 76,065.60 12/21/2026 4.15% $ 33,447.92 $ 80,116.59 $ 29,801.15 689 FHLB 3130APJH9 Gov. Agency Debenture 1.00% 1/17/2023 1,000,000.00 907,010.00 (92,990.00) 961,850.00 54,840.00 10/28/2026 4.17% $ 18,354.17 $ 50,234.10 $ 20,377.98 635 FFCB 3133EN5N6 Gov. Agency Debenture 4.00% 2/8/2023 1,700,000.00 1,706,732.00 6,732.00 1,685,771.00 (20,961.00) 1/6/2028 3.91% $ 129,955.56 $ 92,733.76 $ 39,247.56 1070 Freddie Mac 3137EAEX3 Gov. Agency Debenture 0.38% 5/1/2023 750,000.00 689,032.50 (60,967.50) 731,850.00 42,817.50 9/23/2025 3.97% $ 3,921.87 $ 32,931.11 $ 16,620.16 235 American Honda 02665WED9 Corporate Bond 4.70% 5/11/2023 600,000.00 608,856.00 8,856.00 600,348.00 (8,508.00) 1/12/2028 4.34% $ 47,078.33 $ 29,982.05 $ 15,495.53 1076 US Treasury 91282CEF4 US Treasury Note 2.50% 6/9/2023 1,500,000.00 1,416,626.12 (83,373.88) 1,446,855.00 30,228.88 3/31/2027 4.09% $ 49,077.87 $ 62,956.31 $ 34,975.73 789 US Treasury 91282CGA3 US Treasury Note 4.00% 6/20/2023 2,100,000.00 2,080,558.59 (19,441.41) 2,095,590.00 15,031.41 12/15/2025 4.40% $ 124,852.46 $ 94,573.28 $ 54,077.81 318 Colgate-Palmolive 194162AR4 Corporate Bond 4.60% 7/14/2023 500,000.00 504,655.00 4,655.00 503,645.00 (1,010.00) 2/1/2028 4.37% $ 26,002.79 $ 21,195.52 $ 12,946.13 1096 FannieMae 3135G06G3 Gov. Agency Debenture 0.50% 7/14/2023 500,000.00 455,157.00 (44,843.00) 486,020.00 30,863.00 11/7/2025 4.63% $ 3,284.72 $ 21,047.01 $ 12,855.42 280 FFCB 3133EPQC2 Gov. Agency Debenture 4.63% 7/17/2023 500,000.00 501,957.50 1,957.50 502,355.00 397.50 7/17/2026 4.48% $ 34,687.50 $ 21,487.97 $ 13,237.58 532 FFCB 3133EPBM6 Gov. Agency Debenture 4.13% 7/14/2023 600,000.00 596,220.00 (3,780.00) 597,498.00 1,278.00 8/23/2027 4.29% $ 27,431.25 $ 24,754.94 $ 15,120.21 934 PNC Bank 69353RFJ2 Corporate Bond 3.25% 7/25/2023 1,000,000.00 921,490.00 (78,510.00) 960,450.00 38,960.00 12/23/2027 5.23% $ 48,479.17 $ 46,970.90 $ 29,615.08 1056 US Treasury 91282CFU0 US Treasury Note 4.13% 7/31/2023 1,300,000.00 1,290,660.60 (9,339.40) 1,295,424.00 4,763.40 10/31/2027 4.31% $ 67,031.25 $ 51,232.08 $ 32,880.29 1003 Toyota Motor Credit 89236TKL8 Corporate Bond 5.45% 8/25/2023 1,600,000.00 1,617,168.00 17,168.00 1,636,576.00 19,408.00 11/10/2027 5.16% $ 105,366.67 $ 70,599.88 $ 48,964.44 1013 US Treasury 912810FE3 US Treasury Note 5.50% 10/3/2023 1,200,000.00 1,238,207.14 38,207.14 1,249,644.00 11,436.86 8/15/2028 4.76% $ 57,211.96 $ 43,179.27 $ 34,256.61 1292 Pepsico Inc 713448DF2 Corporate Bond 2.85% 10/16/2023 1,000,000.00 947,570.00 (52,430.00) 984,280.00 36,710.00 11/24/2025 5.24% $ 24,383.33 $ 37,712.66 $ 31,427.22 297 FFCB 3133EPUW3 Gov. Agency Debenture 4.75% 10/13/2023 1,000,000.00 994,338.00 (5,662.00) 1,007,900.00 13,562.00 9/1/2026 4.96% $ 41,958.33 $ 35,367.82 $ 29,134.41 578 Freddie Mac 3137EAEP0 Gov. Agency Debenture 1.50% 10/13/2023 1,000,000.00 951,540.00 (48,460.00) 999,290.00 47,750.00 2/12/2025 5.32% $ 12,458.33 $ 36,644.18 $ 30,185.82 12 US Treasury 91282CEW7 US Treasury Note 3.25% 10/16/2023 1,000,000.00 950,039.06 (49,960.94) 977,620.00 27,580.94 6/30/2027 4.73% $ 39,211.96 $ 32,499.52 $ 27,082.94 880 US Treasury 91282CEN7 US Treasury Note 2.75% 10/31/2023 1,300,000.00 1,214,336.39 (85,663.61) 1,258,764.00 44,427.61 4/30/2027 4.82% $ 35,750.00 $ 40,101.59 $ 35,480.83 819 US Treasury 91282CAB7 US Treasury Note 0.25% 11/15/2023 675,000.00 623,900.39 (51,099.61) 661,864.50 37,964.11 7/31/2025 4.92% $ 2,040.59 $ 19,725.12 $ 18,600.44 181 US Treasury 91282CGU9 US Treasury Note 3.88% 11/30/2023 1,000,000.00 983,515.62 (16,484.38) 999,310.00 15,794.38 3/31/2025 5.17% $ 32,291.67 $ 29,822.81 $ 30,102.84 59 US Treasury 91282CCH2 US Treasury Note 1.25% 12/21/2023 900,000.00 798,647.55 (101,352.45) 813,447.00 14,799.45 6/30/2028 3.99% $ 11,555.71 $ 17,690.14 $ 19,809.28 1246 FNMA 3135G0Q22 Gov. Agency Debenture 1.88% 12/21/2023 900,000.00 845,676.00 (54,324.00) 867,474.00 21,798.00 9/24/2026 4.22% $ 12,796.88 $ 19,224.14 $ 21,527.03 601 US Treasury 91282CFB2 US Treasury Note 2.75% 1/2/2024 1,000,000.00 960,354.91 (39,645.09) 964,530.00 4,175.09 7/31/2027 3.95% $ 29,667.12 $ 19,025.75 $ 22,725.20 911 US Treasury 91282CHE4 US Treasury Note 3.63% 1/17/2024 1,800,000.00 1,775,185.72 (24,814.28) 1,762,380.00 (12,805.72) 5/31/2028 3.97% $ 56,692.63 $ 32,061.96 $ 41,777.71 1216 JP Morgan Chase 46647PDG8 Corporate Bond 4.85% 2/1/2024 1,400,000.00 1,396,528.00 (3,472.00) 1,401,162.00 4,634.00 7/25/2027 4.93% $ 66,782.10 $ 28,319.94 $ 40,591.92 905 US Bancorp 91159HJF8 Corporate Bond 4.55% 2/5/2024 1,000,000.00 989,200.00 (10,800.00) 993,220.00 4,020.00 7/22/2027 4.89% $ 43,837.67 $ 19,440.46 $ 28,628.07 902 Treasury 91282CHB0 US Treasury Note 3.63% 2/23/2024 1,175,000.00 1,151,962.92 (23,037.08) 1,165,917.25 13,954.33 5/15/2026 4.56% $ 30,892.17 $ 18,568.45 $ 31,189.19 469 FHLB 3130AXB31 Gov. Agency Debenture 4.88% 2/27/2024 1,000,000.00 1,003,060.00 3,060.00 1,006,930.00 3,870.00 3/13/2026 4.72% $ 27,354.17 $ 16,052.33 $ 27,832.67 406 FFCB 3133EP5U5 Gov. Agency Debenture 4.13% 3/28/2024 1,700,000.00 1,687,981.00 (12,019.00) 1,683,646.00 (4,335.00) 3/20/2029 4.28% $ 33,504.17 $ 18,681.03 $ 42,727.90 1509 US Treasury 9128285M8 US Treasury Note 3.13% 4/30/2024 1,200,000.00 1,123,832.14 (76,167.86) 1,149,612.00 25,779.86 11/15/2028 4.69% $ 20,295.34 $ 9,066.06 $ 31,954.16 1384 Cisco Systems 17275RBR2 Corporate Bond 4.85% 5/15/2024 1,000,000.00 999,130.00 (870.00) 1,006,470.00 7,340.00 1/26/2029 4.87% $ 13,606.94 $ 6,135.64 $ 28,677.43 1456 Home Depot 437076CW0 Corporate Bond 4.90% 5/17/2024 1,000,000.00 1,001,790.00 1,790.00 1,008,090.00 6,300.00 4/15/2029 4.86% $ 20,144.44 $ 5,862.95 $ 28,648.49 1535 Treasury 91282CJR3 US Treasury Note 3.75% 5/31/2024 1,200,000.00 1,154,629.02 (45,370.98) 1,174,452.00 19,822.98 12/31/2028 4.68% $ 26,208.79 $ 4,511.24 $ 32,330.59 1430 American Honda 02665WEY3 Corporate Bond 4.95% 6/27/2024 1,000,000.00 995,640.00 (4,360.00) 1,003,560.00 7,920.00 1/9/2026 5.25% $ 26,537.50 $ 430.16 $ 30,828.48 343 FHLB 3130B1BT3 Gov. Agency Debenture 4.88% 7/2/2024 1,150,000.00 1,150,966.00 966.00 1,159,476.00 8,510.00 6/12/2026 4.82% $ 19,310.42 $ - $ 32,426.12 497 Citibank 17325FBK3 Corporate Bond 4.84% 8/15/2024 1,250,000.00 1,263,062.50 13,062.50 1,248,675.00 (14,387.50) 1,511.88 7/6/2029 4.60% $ (1,511.88) $ - $ 26,764.72 1617 FNMA 3135G05Y5 Gov. Agency Debenture 0.75% 9/10/2024 1,100,000.00 1,010,724.00 (89,276.00) 1,004,047.00 (6,677.00) 10/8/2027 3.56% $ 641.67 $ - $ 14,600.37 980 US Treasury 91282CFL0 US Treasury Note 3.88% 12/3/2024 1,100,000.00 1,088,144.31 (11,855.69) 1,077,054.00 (11,090.31) 7,494.51 9/30/2029 4.12% $ (7,494.51) $ - $ 7,287.05 1703 Subtotal $ 51,986,000.00 $ 50,313,510.21 $ (1,672,489.79) $ 51,203,723.27 $ 890,213.06 $ 9,006.39 $ 1,696,722.82 $ 1,699,246.78 $ 1,285,797.05 BNY MM Money Market 396,550.74 396,550.74 0.00 0.00% 1
LAIF State Investment Pool 12,012,090.08 12,007,549.33 (4,540.75) 4.37% 353,348.29 1 62,722,151.03 $63,607,823.34 $885,672.31 $9,006.39 $ 1,696,722.82 $ 1,699,246.78 $ 1,639,145.34 Matured Assets
FNMA 3135G0V75 Gov. Agency Debenture 1.75% 10/17/2019 1,100,000.00 1,105,833.30 5,833.30 7/2/2024 1.63% $ 90,956.25 $ 84,780.33 $ 98.70 Honeywell Int'l. 438516BW5 Corporate Bond 2.30% 11/20/2019 1,000,000.00 1,014,660.00 14,660.00 8/15/2024 1.64% $ 108,483.33 $ 91,844.87 $ 2,508.83 FFCB 3133EKQA7 Gov. Agency Debenture 2.08% 10/21/2019 1,000,000.00 1,019,780.00 19,780.00 9/10/2024 1.66% $ 101,631.11 $ 78,691.92 $ 3,305.61 US Treasury 912828YV6 US Treasury Note 1.50% 11/15/2023 700,000.00 673,667.97 (26,332.03) 11/30/2024 5.26% $ 10,930.33 $ 22,316.65 $ 14,975.65 Total Investments "Matured" $ 20,888.78
Total Interest FY 24_25 Matured and Current $ 1,660,034.12 Maturity Profile Amount Percent
0-1 year $ 25,037,431.37 40%
1-2 years $9,141,929.20 15%
2-3 years $15,907,526.08 25%
3-5 years $ 12,635,264.38 20%
$62,722,151.03 100%
Town of Los Gatos
Investment Schedule
January 31, 2025
5
ITEM NO. 4.
Date Cusip/Id Description Transaction Type Trade Date Settlement Date Par Coupon Maturity Date Price Principal Interest Transaction
Total
1/3/2025 Cash-USD Cash-USD
SHORT TERM INVESTMENT
FUND INCOME 1/3/2025 1/3/2025 675.11 0.000% 100.00 - - 675.11 1/6/2025 3133EN5N6 FEDERAL FARM CREDIT BANK 4% 06JAN2028 BOND INTEREST 1/6/2025 1/6/2025 1,700,000.00 4.000% 1/6/2028 - - 34,000.00 34,000.00 1/9/2025 02665WEY3 AMERICAN HONDA FINANCE 4.95% 09JAN2026 BOND INTEREST 1/9/2025 1/9/2025 1,000,000.00 4.950% 1/9/2026 - - 24,750.00 24,750.00 1/13/2025 3133EN5V8
FEDERAL FARM CREDIT BANK 4.125%
11JAN2027 BOND INTEREST 1/11/2025 1/11/2025 236,000.00 4.125% 1/11/2027 - - 4,867.50 4,867.50 1/13/2025 02665WED9 AMERICAN HONDA FINANCE 4.7% 12JAN2028 BOND INTEREST 1/12/2025 1/13/2025 600,000.00 4.700% 1/12/2028 - - 14,100.00 14,100.00 1/17/2025 3133EPQC2
FEDERAL FARM CREDIT BANK 4.625%
17JUL2026 BOND INTEREST 1/17/2025 1/17/2025 500,000.00 4.625% 7/17/2026 - - 11,562.50 11,562.50 1/22/2025 69353RFJ2
PNC BANK NA 3.25% 22JAN2028 (CALLABLE
23DEC27) BOND INTEREST 1/22/2025 1/22/2025 1,000,000.00 3.250% 1/22/2028 - - 16,250.00 16,250.00 1/22/2025 91159HJF8
US BANCORP 4.548% 22JUL2028 (CALLABLE
22JUL27) BOND INTEREST 1/22/2025 1/22/2025 1,000,000.00 4.548% 7/22/2028 - - 22,740.00 22,740.00 1/27/2025 46647PDG8
JPMORGAN CHASE & CO 4.851% 25JUL2028
(CALLABLE 25JUL27) BOND INTEREST 1/25/2025 1/25/2025 1,400,000.00 4.851% 7/25/2028 - - 33,957.00 33,957.00 1/31/2025 91282CFB2 USA TREASURY 2.75% 31JUL2027 BOND INTEREST 1/31/2025 1/31/2025 1,000,000.00 2.750% 7/31/2027 - - 13,750.00 13,750.00 1/31/2025 91282CAB7 USA TREASURY 0.25% 31JUL2025 BOND INTEREST 1/31/2025 1/31/2025 675,000.00 0.250% 7/31/2025 - - 843.75 843.75 Town of Los Gatos
Investment Transaction Detail
January 31, 2025
6
ITEM NO. 4.
Security Description Maturity Date Par/Shares S&P Rating Moody Rating Insight ESG Rating Environment Social Governance AMERICAN HONDA FINANCE 4.95% 09JAN2026 1/9/2026 $ 1,000,000 A- A3 3 3 3 3 PEPSICO INC 2.85% 24FEB2026 (CALLABLE 24NOV25) 2/24/2026 $ 1,000,000 A+ A1 2 2 3 3 HOME DEPOT INC. 3% 01APR2026 (CALLABLE 01JAN2026) 46113 $ 1,000,000 A A2 3 3 3 3 JPMORGAN CHASE & CO 3.2 15JUN2026 (CALLABLE 15MAR26) 46188 $ 500,000 A A1 3 2 3 4 APPLE INC. 2.9% 12SEP2027 (CALLABLE 12JUN27) 9/12/2027 $ 1,300,000 AA+ Aaa 5 1 4 5 TOYOTA MOTOR CREDIT CORP 5.45% 10NOV2027 11/10/2027 $ 1,600,000 A+ A1 3 2 3 4 AMERICAN HONDA FINANCE 4.7% 12JAN2028 1/12/2028 $ 600,000 A- A3 3 3 3 3 PNC BANK NA 3.25% 22JAN2028 (CALLABLE 01 FEB28) 1/22/2028 $ 1,000,000 A A2 3 2 3 3 COLGATE-PALMOLIVE CO 4.6% 01MAR2028 (CALLABLE 01FEB28) 3/1/2028 $ 500,000 A+ Aa3 3 2 3 3 US BANCORP 4.548% 22JUL2028 (CALLABLE 22JUL27) 7/222028 $ 1,000,000 A A3 4 3 4 4 JPMORGAN CHASE & CO 4.851% 25JUL2028 (CALLABLE 25JUL28) 7/25/2028 $ 1,400,000 A A1 3 2 3 4 CISCO INC. 4.85% 26FEB2029 (CALLABLE 26JAN2029) 2/26/2029 $ 1,000,000 AA- A1 3 1 4 3 HOME DEPOT INC. 4.9% 15APR2029 (CALLABLE 15MAR2029) 47223 $ 1,000,000 A A2 3 3 3 3 CITIBANK 4.838% 06AUG2029 (CALLABLE 06JUL2029) 8/6/2029 $ 1,250,000 A+ Aa3 3 1 3 3 Total/Average $ 14,150,000 3.1 2.1 3.2 3.4
*ESG ratings are from 1 to 5, with 1 as the highest rating and 5 as the lowest. All ratings are weighted by industry rankings, based on the importance of the category within the individual industry.
Town of Los Gatos
Insight ESG Ratings as of January 31, 2025
7
ITEM NO. 4.
Fund Schedule
Fund
Number Fund Description
Current
Revenue
Current
Expenditure
Transfer
In
Transfer
Out
GENERAL FUND
Non-Spendable:
Loans Receivable 159,000 - - - - - 159,000
Restricted Fund Balances:
Pension 2,188,659 - - - - - 2,188,659
Land Held for Resale 344,338 - - - - - 344,338
Committed Fund Balances:
Budget Stabilization 6,736,781 - - - - - 6,736,781
Catastrophic 6,736,781 - - - - - 6,736,781
Pension/OPEB 300,000 - - - - - 300,000
Measure G District Sales Tax 590,581 - - - - - 590,581
Assigned Fund Balances:
Open Space 410,000 - - - - - 410,000
Sustainability 140,553 - - - - - 140,553
Capital/Special Projects 8,651,059 - - - - - 8,651,059
Carryover Encumbrances 85,861 - - - - - 85,861
Compensated Absences 1,555,478 - - - - - 1,555,478
ERAF Risk Reserve 1,430,054 - - - - - 1,430,054
Market Fluctuations 1,712,246 - - - - - 1,712,246
Council Priorities - Economic Recovery 20,684 - - - - - 20,684 Unassigned Fund Balances:
111 Other Unassigned Fund Balance Reserve (Pre YE distribution) - (5,008,780) 8,372,683 (3,622,899) - - (258,996) General Fund Total 31,062,075 (5,008,780) 8,372,683 (3,622,899) - - 30,803,079 * Interfund transfers and Council Priorities/Economic Recovery funding allocation to be performed as part of the fiscal year end closing entries.
January 2025 Prior Year
Carryforward
7/1/2024*
Increase/
(Decrease)
July - December
Estimated Fund
Balance
1/31/2025*
8
ITEM NO. 4.
Fund Schedule
Fund
Number Fund Description
Current
Revenue
Current
Expenditure
Transfer
In
Transfer
Out
SPECIAL REVENUE
211/212 CDBG 166,653 - - - - - 166,653
222 Urban Runoff (NPDES) 754,134 (69,272) 13,641 (26,640) - - 671,863 231-236 Landscape & Lighting Districts 182,625 (11,793) 20,835 (4,362) - - 187,305 251 Los Gatos Theatre 171,035 121,990 14,975 (11,554) - - 296,446 711-716 Library Trusts 556,849 40,297 50 (1,636) - - 595,560 Special Revenue Total 1,831,296 81,222 49,501 (44,192) - - 1,917,827
CAPITAL PROJECTS
411 GFAR - General Fund Appropriated Reserve 20,253,300 (1,953,681) 244,728 (265,597) - - 18,278,750 412 Community Center Development 866,281 - - - - - 866,281 421 Grant Funded Projects (2,563,503) 672,589 15,428 (857,425) - - (2,732,911) 461-463 Storm Basin Projects 3,531,248 (24,642) - (89,976) - - 3,416,630 471 Traffic Mitigation Projects 509,491 - 530 (530) - - 509,491 472 Utility Undergrounding Projects 3,584,251 8,667 - - - - 3,592,918 481 Gas Tax Projects 1,928,167 (885,070) 165,293 - - - 1,208,390 Capital Projects Total 28,109,235 (2,182,137) 425,979 (1,213,528) - - 25,139,549
INTERNAL SERVICE FUNDS
611 Town General Liability 177,876 (695,333) - - - - (517,457) 612 Workers Compensation 586,246 (132,071) 124,034 (53,101) - - 525,108 621 Information Technology 2,523,347 (167,166) 4,204 (80,151) - - 2,280,234 631 Vehicle & Equipment Replacement 3,286,552 189,450 39,453 (66,174) - - 3,449,281 633 Facility Maintenance 960,526 144,085 24,836 (133,267) - - 996,180 Internal Service Funds Total 7,534,547 (661,035) 192,527 (332,693) - - 6,733,346 Trust/Agency
942 RDA Successor Agency (4,632,040) (1,715,878) 200,097 (192,744) - - (6,340,565) Trust/Agency Fund Total (4,632,040) (1,715,878) 200,097 (192,744) - - (6,340,565) Total Town 63,905,113 (9,486,608) 9,240,787 (5,406,056) - - 58,253,236 * Interfund transfers and Council Priorities/Economic Recovery funding allocation to be performed as part of the fiscal year end closing entries.
Deposit Accounts of Interest:
111-23541 General Plan Update deposit account balance $458,167.35 111-23521 BMP Housing deposit account balance $4,039,055.78 Prior Year
Carryforward
7/1/2024*
Increase/
(Decrease)
July - December
January 2025 Estimated Fund
Balance
1/31/2025*
9
ITEM NO. 4.
PREPARED BY: Jim Harbin
Superintendent
Reviewed by: Town Manager, Town Attorney, Finance Director, and Parks and Public Works Director 110 E. Main Street Los Gatos, CA 95030 ● (408) 354-6832 www.losgatosca.gov
TOWN OF LOS GATOS
COUNCIL AGENDA REPORT
MEETING DATE: 03/18/2025
ITEM NO: 5
DATE: March 13, 2025
TO: Mayor and Town Council
FROM: Chris Constantin, Town Manager
SUBJECT: Authorize the Town Manager to execute a Five-Year Agreement for Services with Professional Powerwashing and Property Maintenance, Inc. (PPWPM, INC) for Downtown Power Washing for a Total Agreement Amount Not to Exceed $249,924.
RECOMMENDATION:
Authorize the Town Manager to execute a five-year Agreement for Services (Attachment 1) with PPWPM, INC for downtown power washing for a total agreement amount not to exceed $249,924.
BACKGROUND:
For several years, the Town of Los Gatos has utilized contract services to provide high-pressure power washing of the downtown and Main Street sidewalks, the front patio area of the Town Library, and lower-level concrete surfaces of Parking Lot #4. The sidewalks and patio area require monthly service to enhance the cleanliness of the downtown destinations, while the parking garage requires quarterly service to keep the walls and ceilings free of exhaust soot, spiderwebs, and stains. The current agreement ended on December 31, 2024.
DISCUSSION:
Staff initiated a Request for Proposals (RFP) in October 2024 for power washing of sidewalks on North Santa Cruz Avenue between Main Street and Highway 9, University Avenue between Elm Street and Main Street, Main Street between North Santa Cruz Avenue and Los Gatos High School, the library front patio, and the lower level of Parking Lot #4. The RFP erroneously did not include a requirement that the contractor pay the prevailing wage.
ITEM NO. 5.
PAGE 2 OF 2
SUBJECT: Authorize the Town Manager to Execute a Five-Year Agreement for Services with PPWPM, Inc.
DATE: March 13, 2024
In January, staff rebid the service and included prevailing wage requirements. Several companies responded resulting in four qualified proposals received on February 14, 2025.
Proposals were rated by weighted categories of qualifications, job history, management, references, and cost. PPWPM, Inc. submitted the lowest responsible proposal at $58,805.56 annually. PPWPM, Inc. has a proven record of high-quality service with the cities of Sunnyvale and Livermore performing similar scopes of work. This agreement structure ensures continuity of service while maximizing savings over multiple years. Additionally, the contract includes cancellation provisions should the need arise during the contract term.
The current value of the five-year term (excluding potential future consumer price index adjustments) is $249,923.62 and the yearly breakdown of cost under the new contract will be:
Annual Breakdown: Dates: Amount:
Year 1 (FY2024/25) 4/1/25 through 6/30/25 $14,701.38
Year 2 (FY2025/26) 7/1/25 through 6/30/26 $58,805.56
Year 3 (FY2026/27) 7/1/26 through 6/30/27 $58,805.56
Year 4 (FY2027/28) 7/1/27 through 6/30/28 $58,805.56
Year 5 (FY2028/29) 7/1/28 through 6/30/29 $58,805.56
Future year contract amounts will be adjusted based on the Consumer Price Index with amendments to the agreement cost brought forward when needed. Staff is seeking a five-year agreement recognizing that future years will be subject to operating budget appropriations.
CONCLUSION:
Authorize the Town Manager to execute a five-year Agreement for Services with PPWPM, Inc. for downtown power washing for a total agreement amount not to exceed $249,923.62.
FISCAL IMPACT:
The Adopted Fiscal Year (FY) 2024/25 Parks and Public Works General Fund Operating Budget (111-5401-63365) includes sufficient funds to cover the contract in the amount of $14,701.38 for FY 2024/25. Future Proposed operating budgets will include requests for funding for the contract per the amounts listed above.
ENVIRONMENTAL ASSESSMENT:
This is not a project defined under CEQA, and no further action is required.
Attachments:
1. Agreement for Services with Exhibit A – PPWPM, Inc. Proposal
ITEM NO. 5.
Agreement for Services
Professional Powerwashing & Property Maintenance, Inc. (PPWPM, Inc.)
AGREEMENT FOR SERVICES
PREAMBLE
THIS AGREEMENT is dated for identification on March 18, 2025 by and between TOWN OF LOS GATOS, a California municipal corporation, (“Town”) and Professional Powerwashing & Property Maintenance, Inc. (PPWPM, Inc.) (“Service Provider”), identified as an S Corporation and whose address is 12907 Alcosta Blvd Unit F , San Ramon, CA 94583. This Agreement is made with reference to the following facts.
I. RECITALS
1.1 Town sought quotations for the services described in this Agreement, and Service Provider was found to be the lowest responsible supplier for this purchase.
1.2 Service Provider represents and affirms that it is willing to perform the desired work pursuant to this Agreement.
1.3 Town desires to engage Service Provider to provide Downtown Sidewalk Power Washing.
1.4 Service Provider warrants it possesses the distinct professional skills, qualifications, experience, and resources necessary to timely perform the services described in this Agreement. Service Provider acknowledges Town has relied upon these warranties to retain Service Provider.
II. AGREEMENTS
2.1 Scope of Services. Service Provider shall provide services as described in that certain Proposal sent to the Town on February 12, 2025, which is hereby incorporated by reference and attached as Exhibit A.
2.2 Term and Time of Performance. The effective date of this Agreement shall begin April 1, 2025 through June 30, 2029, subject to appropriation of funds, notwithstanding any other provision in this agreement.
2.3 Compliance with Laws. The Service Provider shall comply with all applicable laws, codes, ordinances, and regulations of governing federal, state and local laws. Service Provider represents and warrants to Town that it has all licenses, permits, qualifications and approvals of whatsoever nature which are legally required for Service Provider to practice its profession. Service Provider shall maintain a Town of Los Gatos business license pursuant to Chapter 14 of the Code of the Town of Los Gatos.
2.4 Sole Responsibility. Service Provider shall be responsible for employing or engaging all persons necessary to perform the services under this Agreement.
ATTACHMENT 1
ITEM NO. 5.
Agreement for Services
Professional Powerwashing & Property Maintenance, Inc. (PPWPM, Inc.)
2.5 Information/Report Handling. All documents furnished to Service Provider by the Town and all reports and supportive data prepared by the Service Provider under this Agreement are the Town’s property and shall be delivered to the Town upon the completion of services or at the Town's written request. All reports, information, data, and exhibits prepared or assembled by Service Provider in connection with the performance of its services pursuant to this Agreement are confidential until released by the Town to the public, and the Service Provider shall not make any of these documents or information available to any individual or organization not employed by the Service Provider or the Town without the written consent of the Town before such release. The Town acknowledges that the reports to be prepared by the Service Provider pursuant to this Agreement are for the purpose of evaluating a defined project, and Town's use of the information contained in the reports prepared by the Service Provider in connection with other projects shall be solely at Town's risk, unless Service Provider expressly consents to such use in writing. Town further agrees that it will not appropriate any methodology or technique of Service Provider which is and has been confirmed in writing by Service Provider to be a trade secret of Service Provider.
2.6 Compensation: Compensation for year one (FY 2025/26) shall not exceed $14,701.38. Compensation for future years will be the base cost of $58,805.56 and shall be adjusted upward annually for the remaining term of this agreement by the change, if any, in the San Francisco-Oakland-San Jose Metropolitan Area Consumer Price Index for All Urban Consumers, all items (CPI). The adjustment shall be based upon the CPI published on December 31 of the preceding year. If the CPI indicates a downward adjustment, compensation would remain at the base amount. Payment shall be based upon Town approval of each task.
Year 1 - $14,701.38
Year 2 - $58,805.56
Year 3 - $58,805.56
Year 4 - $58,805.56
Year 5 - $58,805.56
For a total agreement amount not to exceed $249,923.62, inclusive of all costs. Payment shall be based upon Town approval of each task.
*Total compensation does not include CPI adjustments for Years 2-5.
2.7 Billing. Billing shall be monthly by invoice within thirty (30) days of the rendering of the service and shall be accompanied by a detailed explanation of the work performed by whom at what rate and on what date. Also, plans, specifications, documents or other pertinent materials shall be submitted for Town review, even if only in partial or draft form.
ITEM NO. 5.
Agreement for Services
Professional Powerwashing & Property Maintenance, Inc. (PPWPM, Inc.) Payment shall be net thirty (30) days. All invoices and statements to the Town shall be addressed as follows:
Invoices:
Town of Los Gatos
Attn: Accounts Payable
P.O. Box 655
Los Gatos, CA 95031-0655
Email (preferred): [email protected]
2.8 Availability of Records. Service Provider shall maintain the records supporting this billing for not less than three years following completion of the work under this Agreement. Service Provider shall make these records available to authorized personnel of the Town at the Service Provider offices during business hours upon written request of the Town.
2.9 Assignability and Subcontracting. The services to be performed under this Agreement are unique and personal to the Service Provider. No portion of these services shall be assigned or subcontracted without the written consent of the Town.
2.10 Independent Contractor. It is understood that the Service Provider, in the performance of the work and services agreed to be performed, shall act as and be an independent contractor and not an agent or employee of the Town. As an independent contractor he/she shall not obtain any rights to retirement benefits or other benefits which accrue to Town employee(s). With prior written consent, the Service Provider may perform some obligations under this Agreement by subcontracting, but may not delegate ultimate responsibility for performance or assign or transfer interests under this Agreement. Service Provider agrees to testify in any litigation brought regarding the subject of the work to be performed under this Agreement. Service Provider shall be compensated for its costs and expenses in preparing for, traveling to, and testifying in such matters at its then current hourly rates of compensation, unless such litigation is brought by Service Provider or is based on allegations of Service Provider's negligent performance or wrongdoing.
2.11 Conflict of Interest. Service Provider understands that its professional responsibilities are solely to the Town. The Service Provider has and shall not obtain any holding or interest within the Town of Los Gatos. Service Provider has no business holdings or agreements with any individual member of the Staff or management of the Town or its representatives nor shall it enter into any such holdings or agreements. In addition, Service Provider warrants that it does not presently and shall not acquire any direct or indirect interest adverse to those of the Town in the subject of this Agreement, and it shall immediately disassociate itself from such an interest, should it discover it has done so and shall, at the Town's sole discretion, divest itself of such interest. Service Provider shall not knowingly and shall take reasonable steps to ensure that it does not employ a person having such an interest in this performance of this
ITEM NO. 5.
Agreement for Services
Professional Powerwashing & Property Maintenance, Inc. (PPWPM, Inc.) Agreement. If after employment of a person Service Provider discovers it has employed a person with a direct or indirect interest that would conflict with its performance of this Agreement Service Provider shall promptly notify Town of this employment relationship, and shall, at the Town's sole discretion, sever any such employment relationship.
2.12 Equal Employment Opportunity. Service Provider warrants that it is an equal opportunity employer and shall comply with applicable regulations governing equal employment opportunity. Neither Service Provider nor its subcontractors do and neither shall discriminate against persons employed or seeking employment with them on the basis of age, sex, color, race, marital status, sexual orientation, ancestry, physical or mental disability, national origin, religion, or medical condition, unless based upon a bona fide occupational qualification pursuant to the California Fair Employment & Housing Act.
III. INSURANCE AND INDEMNIFICATION
3.1 Minimum Scope of Insurance:
i. Service Provider agrees to have and maintain, for the duration of the contract, General Liability insurance policies insuring him/her and his/her firm to an amount not less than: two million dollars ($2,000,000) combined single limit per occurrence for bodily injury, personal injury and property damage. ii. Service Provider agrees to have and maintain for the duration of the contract, an Automobile Liability insurance policy ensuring him/her and his/her staff to an amount not less than one million dollars ($1,000,000) combined single limit per accident for bodily injury and property damage. iii. Service Provider shall provide to the Town all certificates of insurance, with original endorsements effecting coverage. Service Provider agrees that all certificates and endorsements are to be received and approved by the Town before work commences.
General Liability:
i. The Town, its elected and appointed officials, employees, and agents are to be covered as insured as respects: liability arising out of activities performed by or on behalf of the Service Provider; products and completed operations of Service Provider, premises owned or used by the Service Provider. ii. The Service Provider's insurance coverage shall be primary insurance as respects the Town, its elected and appointed officials, employees, and agents. Any insurance or self-insurances maintained by the Town, its officers, officials, employees or volunteers shall be excess of the Service Provider's insurance and shall not contribute with it.
ITEM NO. 5.
Agreement for Services
Professional Powerwashing & Property Maintenance, Inc. (PPWPM, Inc.) iii. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the Town, its officers, officials, employees or volunteers.
iv. The Service Provider's insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the limits of the insurer's liability.
3.2 All Coverages. Each insurance policy required in this item shall be endorsed to state that coverage shall not be suspended, voided, cancelled, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the Town. Current certification of such insurance shall be kept on file at all times during the term of this agreement with the Town Clerk.
3.3 Workers’ Compensation. In addition to these policies, Service Provider shall have and maintain Workers' Compensation insurance as required by California law and shall provide evidence of such policy to the Town before beginning services under this Agreement. Further, Service Provider shall ensure that all subcontractors employed by Service Provider provide the required Workers' Compensation insurance for their respective employees. As required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than one million dollars ($1,000,000) per accident for bodily injury or disease.
3.4 Indemnification. The Service Provider shall save, keep, hold harmless and indemnify and defend the Town its elected and appointed officials, agents, employees, and volunteers from all damages, liabilities, penalties, costs, or expenses in law or equity that may at any time arise or be set up because of damages to property or personal injury received by reason of, or in the course of performing work which may be occasioned by a willful or negligent act or omissions of the Service Provider, or any of the Service Provider's officers, employees, or agents or any subcontractor.
IV. GENERAL TERMS
4.1 Waiver. No failure on the part of either party to exercise any right or remedy hereunder shall operate as a waiver of any other right or remedy that party may have hereunder, nor does waiver of a breach or default under this Agreement constitute a continuing waiver of a subsequent breach of the same or any other provision of this Agreement.
4.2 Governing Law. This Agreement, regardless of where executed, shall be governed by and construed to the laws of the State of California. Venue for any action regarding this Agreement shall be in the Superior Court of the County of Santa Clara.
4.3 Termination of Agreement. The Town and the Service Provider shall have the right to terminate this agreement with or without cause by giving not less than fifteen days (15) written notice of termination. In the event of termination, the Service Provider shall deliver to the
ITEM NO. 5.
Agreement for Services
Professional Powerwashing & Property Maintenance, Inc. (PPWPM, Inc.) Town all plans, files, documents, reports, performed to date by the Service Provider. In the event of such termination, Town shall pay Service Provider an amount that bears the same ratio to the maximum contract price as the work delivered to the Town bears to completed services contemplated under this Agreement, unless such termination is made for cause, in which event, compensation, if any, shall be adjusted in light of the particular facts and circumstances involved in such termination.
4.4 Prevailing Wages. This project is subject to the requirements of Section 1720 et seq. of the California Labor Code requiring the payment of prevailing wages, the training of apprentices and compliance with other applicable requirements. Contractors and all subcontractors who perform work on the project are required to comply with these requirements. Prevailing wages apply to all projects over $1,000 which are defined as a “public work” by the State of California.
This includes: construction, demolition, repair, alteration, maintenance and the installation of photovoltaic systems under a Power Purchase Agreement when certain conditions are met under Labor Code Section 1720.6. This include service and warranty work on public buildings and structures.
a. The applicable California prevailing wage rate can be found at www.dir.ca.gov and are on file with the Town of Los Gatos Parks and Public Works Department, which shall be available to any interested party upon request. The contractor is also required to have a copy of the applicable wage determination posted and/or available at each jobsite.
b. Specifically, contractors are reminded of the need for compliance with Labor Code Section 1774-1775 (the payment of prevailing wages and documentation of such), Section 1776 (the keeping and submission of accurate certified payrolls) and 1777.5 in the employment of apprentices on public works projects. Further, overtime, weekend and holiday pay, and shift pay must be paid pursuant to applicable Labor Code section.
c. The public entity for which work is being performed or the California Department of Industrial Relations may impose penalties upon contractors and subcontractors for failure to comply with prevailing wage requirements. These penalties are up to $200 per day per worker for each wage violations identified; $100 per day per worker for failure to provide the required paperwork and documentation requested within a 10-day window; and $25 per day per worker for any overtime violation.
d. As a condition to receiving progress payments, final payment and payment of retention on any and all projects on which the payment of prevailing wages is required, the contractor agrees to present to the TOWN, along with its request
ITEM NO. 5.
Agreement for Services
Professional Powerwashing & Property Maintenance, Inc. (PPWPM, Inc.) for payment, all applicable and necessary certified payrolls (for itself and all applicable subcontractors) for the time period covering such payment request.
The term “certified payroll” shall include all required documentation to comply with the mandates set forth in Labor Code Section 1720 et seq, as well as any additional documentation requested by the Agency or its designee including, but not limited to: certified payroll, fringe benefit statements and backup documentation such as monthly benefit statements, employee timecards, copies of wage statements and cancelled checks, proof of training contributions (CAC2 if applicable), and apprenticeship forms such as DAS-140 and DAS-142. e. In addition to submitting the certified payrolls and related documentation to the TOWN, the contractor and all subcontractors shall be required to submit certified payroll and related documents electronically to the California Department of Industrial Relations. Failure to submit payrolls to the DIR when mandated by the project parameters shall also result in the withholding of progress, retention and final payment.
f. No contractor or subcontractor may be listed on a bid proposal for a public works project unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5 [with limited exceptions from this requirement for bid purposes only under Labor Code section 1771.1(a)]. g. No contractor or subcontractor may be awarded a contract for public work on a public works project, unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5. Contractors MUST be a registered “public works contractor” with the DIR AT THE TIME OF BID. Where the prime contract is less than $15,000 for maintenance work or less than $25,000 for construction alternation, demolition or repair work, registration is not required.
h. Should any contractor or subcontractors not be a registered public works contractor and perform work on the project, Contractor agrees to fully indemnify the TOWN for any fines assessed by the California Department of Industrial Relations against the TOWN for such violation, including all staff costs and attorney’s fee relating to such fine.
i. The TOWN shall withhold any portion of a payment; including the entire payment amount, until certified payroll forms and related documentation are properly submitted, reviewed and found to be in full compliance. In the event that certified payroll forms do not comply with the requirements of Labor Code
ITEM NO. 5.
Agreement for Services
Professional Powerwashing & Property Maintenance, Inc. (PPWPM, Inc.) Section 1720 et seq., the TOWN may continue to hold sufficient funds to cover estimated wages and penalties under the contract.
4.5 Amendment. No modification, waiver, mutual termination, or amendment of this Agreement is effective unless made in writing and signed by the Town and the Service Provider.
4.6 Disputes. In any dispute over any aspect of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, including costs of appeal.
4.7 Notices. Any notice required to be given shall be deemed to be duly and properly given if mailed postage prepaid, and addressed to:
Town of Los Gatos
Attn: Town Clerk
110 E. Main Street
Los Gatos, CA 95030
Professional Powerwashing & Property Maintenance, Inc. (PPWPM, Inc.) 12907 Alcosta Blvd Unit F
San Ramon, CA 94583
or personally delivered to Service Provider to such address or such other address as Service Provider designates in writing to Town.
4.8 Order of Precedence. In the event of any conflict, contradiction, or ambiguity between the terms and conditions of this Agreement in respect of the Products or Services and any attachments to this Agreement, then the terms and conditions of this Agreement shall prevail over attachments or other writings.
4.9 Entire Agreement. This Agreement, including all Exhibits, constitutes the complete and exclusive statement of the Agreement between the Town and Service Provider. No terms, conditions, understandings or agreements purporting to modify or vary this Agreement, unless hereafter made in writing and signed by the party to be bound, shall be binding on either party.
ITEM NO. 5.
Agreement for Services
Professional Powerwashing & Property Maintenance, Inc. (PPWPM, Inc.) IN WITNESS WHEREOF, the Town and Service Provider have executed this Agreement.
Town of Los Gatos by:
________________________________________
Chris Constantin, Town Manager
Professional Powerwashing & Property Maintenance, Inc.
(PPWPM, Inc.) by:
______________________________________
Brandon Cody, CEO
Recommended by:
________________________________________
Nicolle Burnham,
Director of Parks and Public Works
Approved as to Form:
________________________________________
Gabrielle Whelan, Town Attorney
Attest:
________________________________________
Wendy Wood, CMC, Town Clerk
ITEM NO. 5.
Town of Los Gatos
Department of Parks & Public Works
Professional Powerwashing & Property Maintenance, Inc. (PPWPM, INC) 12907 Alcosta Blvd unit f, San Ramon, CA 94583
Mr. Brandon Cody (CEO of PPWPM, INC.)
Active Company Emails: [email protected] [email protected] Phone: +1 (510) 691-5797 / Office: (925) 633-4342
Contractor's License Detail for License (CSLB) # 1022456 Classifications:
C-61/D38 - Sand And Water Blasting
C-61/D06 - Concrete Related Services
DIR # PW-LR-1000534006
DUNS 048463313
SAM UEI: DL25E6FG77N8
To:
Jim Harbin
Parks & Public Works Superintendent
41 Miles Avenue, Los Gatos, CA 95030
e-mail: [email protected]
phone: 408-399-5775
Subject: Proposal Submission for Re-Bid: Downtown Sidewalk Power Washing Dear Mr. Jim Harbin,
Professional Powerwashing & Property Maintenance, Inc. (PPWPM, INC) is pleased to submit our proposal in response to the Request for Proposal (RFP) for the Re-Bid: Downtown Sidewalk Power Washing project. With over 10 years of experience in the power washing industry, serving residential, commercial, federal and city contracts, and large-scale projects, we are confident in our ability to meet and exceed the expectations outlined by the Town of Los Gatos.
PPWPM, INC understands the Town’s need for professional, high-quality power washing services that ensure cleanliness while maintaining environmental compliance. We are fully prepared to execute the scope of work outlined in the RFP, including sidewalk washing, water containment measures, environmental safety practices, and adherence to the specified cleaning schedule. Our extensive experience in similar municipal contracts ensures that we can deliver the services efficiently, meeting all safety and quality standards required by the Town.
In reviewing the Town’s proposed agreement, we find that we are in general agreement with the contract terms. However, we would like to discuss potential modifications related to scheduling flexibility in case of weather-related delays or unforeseen circumstances that may impact service completion. Additionally, we would appreciate a discussion on the invoicing schedule to ensure alignment with our standard business practices.
EXHIBIT A
ITEM NO. 5.
We look forward to the opportunity to collaborate with the Town of Los Gatos and contribute to maintaining a clean and safe environment for the community. Please find our full proposal enclosed, including our scope of services, team qualifications, and relevant experience.
Thank you for your time and consideration. We are available for any further discussions or clarifications. Please feel free to contact us at your convenience.
Sincerely,
Brandon Cody
CEO
PPWPM, INC.
ITEM NO. 5.
Scope of Services / Work Plan
PPWPM, INC will perform power washing services for downtown sidewalks, library front patio, and the underground parking garage as per the specifications outlined in the RFP. Our work plan includes:
● Pre-Cleaning Preparation: Conducting a site walkthrough to identify storm drains and implementing protective measures to prevent wastewater runoff. ● Sidewalk Power Washing: Utilizing high-pressure (minimum 3500 PSI) washers to remove dirt, gum, debris, and stains, ensuring compliance with EPA-approved cleaning methods.
● Water Containment & Environmental Compliance: Deploying sandbag berms and directing wastewater to approved disposal sites to ensure storm drain protection. ● Surface Treatment & Protection: Applying non-toxic and biodegradable degreasers as needed while ensuring overspray does not affect adjacent properties. ● Schedule Adherence & Coordination: Providing monthly cleaning services as specified, with flexibility for adjustments based on town events or construction activities. ● Advance Scheduling Notification: Providing the Town with a detailed cleaning schedule in advance to allow for proper coordination and notification. ● Photo Documentation for Quality Assurance: Sending before, during, and after photos as proof of job completion, ensuring transparency and verification of services rendered.
ITEM NO. 5.
Firm Qualifications, Expertise, and Experience
PPWPM, INC. has been a trusted leader in the power washing industry for over 10 years, serving diverse sectors, including government contracts, commercial properties, large residential complexes, HOA communities, and industrial sites. Our extensive experience equips us with the expertise to handle large-scale projects efficiently and effectively.
Fully licensed through the Contractors State License Board (CSLB# 1022456) and fully insured, we prioritize safety, quality, and customer satisfaction. We have successfully executed similar contracts, including projects for high-profile organizations like Kaiser Permanente Hospital in San Francisco ($110,000 exterior building wash) and Bayer Pharmaceutical ($300,000 exterior building and window washing), as well as multi-year city contracts such as with the Cities of Livermore and Sunnyvale power washing maintenance.
We are committed to exceeding expectations and ensuring the maintenance of clean, safe, and welcoming public spaces. We look forward to the opportunity to contribute to Los Gatos, CA’s mission and demonstrate our capabilities.
ITEM NO. 5.
Team Qualifications, Expertise, and Experience
(Identification of the project team, including the main project contact.) Our dedicated team consists of experienced professionals who are adept at managing and executing projects of this scale. We pride ourselves on effective team coordination, ensuring that every task is handled with precision and in strict adherence to environmental compliance, safety protocols, and industry standards. Our leadership team provides clear direction and fosters a collaborative approach to ensure the success of every project.
In addition, our field technicians are highly trained in advanced power washing techniques, enabling them to handle complex tasks with precision. They are skilled in using state-of-the-art equipment and environmentally friendly cleaning solutions to achieve exceptional results. Each technician undergoes continuous training to stay updated with industry advancements and best practices.
We are committed to delivering top-quality results while minimizing environmental impact and maintaining the highest levels of safety.
Key personnel include:
● CEO, Brandon Cody Sr. – Main Project Contact: Oversees project execution, ensures contractual compliance, and acts as the primary liaison between PPWPM, INC. and the Town of Los Gatos.
● Head of Operations, Felix Aguilar – Project Supervisor: Oversees all operational aspects, supervises on-site activities, and ensures the timely completion of work. ● Operations Manager, Raymond Hirtle – Job Site Coordinator: Manages job site logistics, supervises trained field technicians, and ensures adherence to safety and environmental protocols.
● Sales & Marketing Manager, Brandon Cody Sr. – Client Relations & Communications: Manages client communication, ensures project visibility, and supports field technicians to maintain service excellence. ● In-house Field Technicians: Highly trained professionals specializing in advanced power washing techniques and environmental compliance. They are responsible for executing on-site tasks with precision, ensuring the highest standards of quality, safety, and efficiency in every project.
ITEM NO. 5.
BRANDON CODYSR.
(510) 691-5797
[email protected]
Chief Executive Officer
(CEO)
Accomplished CEO with 10 years of experience in driving organizational growth and strategic vision across diverse industries. Proven expertise in leading highperforming teams, enhancing operational efficiency, and maximizing profitability.
Skilled in building strong client relationships and fostering a culture of innovation and accountability. Committed to delivering sustainable results while aligning business objectives with stakeholder interests.
CAREER OVERVIEW
SKILLS
CEO
Professional Powerwashing Maintenance
(PPWPM, INC.) | 2014 - present
Established strategic partnerships with
local businesses and property
management companies, significantly
increasing referral rates and client
acquisition.
Directed organizational transformation,
streamlining operations.
Grew annual revenue by 300% by
expanding service offerings and targeting
commercial contracts in high-demand
areas.
EXPERIENCE
Strategic Vision: Developing
long-term growth strategies.
Leadership: Motivating teams for
high performance.
Financial Acumen: Managing
budgets and maximizing
profitability.
Stakeholder Engagement:
Building relationships with
clients and investors.
Change Management:
Navigating organizational
change effectively.
ITEM NO. 5.
EXPERIENCE
CEO
Brand•On Marketing | 2022 - present
Founded and grew the company to
achieve a 100% annual revenue increase
by developing innovative digital marketing
solutions tailored to client needs.
Cultivated a diverse client portfolio,
successfully managing over numbers of
accounts, resulting in a 100% increase in
client retention and satisfaction.
CO-OWNER
Superior Epoxy Coatings | 2022 - present
Implemented operational efficiencies that
reduced costs while maintaining high
standards of quality and safety in epoxy
application.
Developed and nurtured relationships
with contractors and suppliers, expanding
the client base and increasing project
referrals.
ITEM NO. 5.
FELIX AGUILAR
(510) 992-0122
[email protected]
Head of Operations
Results-oriented Head of Operations with extensive experience in managing large-scale residential and commercial projects. Expertise in streamlining operational processes, ensuring efficient project execution, and optimizing resource management. Proven track record of leading teams, implementing innovative strategies, and driving continuous improvements to meet organizational goals while enhancing client satisfaction.
CAREER OVERVIEW
SKILLS
COO
Professional Powerwashing Maintenance
(PPWPM, INC.) | 2020 - present
Supervised all operational aspects of
residential and commercial projects,
ensuring timely completion while
maintaining high standards of quality and
safety.
Coordinated on-site activities, leading
teams to execute project plans efficiently,
and resolved operational challenges to
minimize delays and meet client
expectations.
EXPERIENCE
Operational Efficiency: Skilled in
optimizing workflows and processes
to improve productivity and reduce
costs across multiple projects.
Team Leadership & Development:
Strong leadership in managing
diverse teams, fostering
collaboration, and driving
performance to meet organizational
objectives.
Strategic Planning & Execution:
Expertise in planning, coordinating,
and executing large-scale projects,
ensuring timely and successful
delivery while meeting client
expectations.
ITEM NO. 5.
RAYMOND HIRTLE
(510) 585-1750
[email protected]
Operations Manager
Results-driven Operations Manager with extensive experience overseeing residential and commercial project operations. Proven expertise in optimizing operational efficiency, strategic planning, and seamless project execution. Skilled in leading cross-functional teams, implementing innovative processes, and driving client satisfaction to consistently meet and exceed organizational goals.
CAREER OVERVIEW
EDUCATION
Contra Costa College
SKILLS
Operations Manager
Professional Powerwashing Maintenance
(PPWPM, INC.) | 2020 - present
Managed residential and commercial
project operations, overseeing budgeting,
scheduling, and resource allocation to
ensure successful project delivery.
Implemented process improvements that
increased operational efficiency by 200%.
EXPERIENCE
Operational Leadership:
Directing project teams for
optimal efficiency.
Strategic Planning: Developing
and implementing long-term
strategies.
Project Management:
Overseeing project lifecycles
within timelines and budgets.
Cross-Functional Collaboration:
Facilitating communication
among diverse teams.
Client Relationship Management:
Building and maintaining strong
client relationships.
ITEM NO. 5.
BRANDON CODYJR.
(925) 633-4342
[email protected]
Director of Sales
Results-driven Director of Sales with extensive experience in driving revenue growth for residential and commercial projects. Proven track record in developing strategic sales initiatives and leading high-performing teams. Skilled in market analysis and optimizing sales processes to achieve targets while delivering exceptional customer service.
CAREER OVERVIEW
SKILLS
SALES
Professional Powerwashing Maintenance
(PPWPM, INC.) | 2020 - present
Managed sales operations for residential
and commercial markets, achieving
consistent year-over-year growth of
200%.
Established strong client relationships that
led to increase in repeat business and
referrals, contributing to long-term
company success.
EXPERIENCE
Strategic Sales Development:
Crafting and executing effective
sales strategies.
Team Leadership: Leading and
motivating high-performing
sales teams.
Market Analysis: Analyzing
trends to identify growth
opportunities.
Client Relationship Management:
Building and maintaining strong
client partnerships.
Sales Process Optimization:
Streamlining processes to
enhance efficiency and results.
ITEM NO. 5.
Training Records for Safety and Equipment for Key Personnel We have included all employees, including field technicians, in the training records outlined on the following pages. These records track each employee's completion of safety protocols and equipment usage training, ensuring full compliance with safety regulations and best practices.
To maintain the highest safety standards, all employees are required to complete annual training sessions at the beginning of each year. Each employee must complete a minimum of 30 hours of training, which includes a mix of online courses, external certifications, and hands-on practical sessions. This comprehensive approach ensures our staff remains proficient in the latest safety techniques and equipment usage.
In addition to employee records, you will find the most recent contractor safety certificates attached, along with other essential training resources. This involves comprehensive training for safety and equipment training. Our commitment to ongoing professional development guarantees that every employee receives thorough training through both external programs and our in-house curriculum, ensuring the highest levels of safety and competency across all operations.
PPWPM In-House Training is also an integral part of our safety program. Even if employees complete external certifications, they are still required to undergo our in-house training to reinforce company-specific safety protocols and operational standards.
Included in this document:
1. Training Records of Each Employee – Tracking the completion of safety protocols and equipment usage training for each employee, ensuring full compliance with safety regulations.
2. Certificates Copies – The latest contractor and employee safety certifications.
3. PPWPM In-House Training Library Videos – A resource to ensure all employees receive internal training, even after completing external certifications.
4. PPWPM Training Schedule – A detailed outline of upcoming training sessions, keeping all employees up to date on the latest safety standards and equipment usage practices.
5. PPWPM Organizational Chart – A reference to the structure of our team and key personnel involved in daily operations.
6. Other Training Events – PPWPM hosted the Niche Market & Gas Station Training Event on February 1-2, 2024, featuring renowned guest trainer Carlos Gonzalos. The event provided specialized training in gas station cleaning, as well as comprehensive equipment safety and usage training. It enhanced the skills of both our team and other contractors, reinforcing our commitment to continuous professional development and service excellence.
This commitment to training—both internal and external—ensures that our workforce remains knowledgeable, competent, and well-prepared to manage any safety or operational challenges that may arise.
ITEM NO. 5.
List of Equipment
1. *Vehicles:*
- 4 Trucks with 500-gallon water tanks hot water pressure washing units
2. *Pressure Washing Systems:*
- Hot water pressure washers for each truck
3. *Spray Guns and Wands:*
- Pressure washing guns with variable nozzles
- Extension wands for high-reach areas
4. *Hoses:*
- High-pressure hoses (minimum 300 feet per truck)
- Hose reels for organization and easy access
5. *Nozzles and Tips:*
- Multiple nozzle tips (0-degree, 15-degree, 25-degree, 40-degree) - Soap nozzles for detergent application
6. *Water Softening and Filtration Systems:*
- Water softeners to prevent mineral build-up
- In-line filters to remove debris and prevent nozzle clogging
7. *Detergents and Cleaning Solutions:*
- Environmentally friendly detergents
- Specialized cleaners for various surfaces (concrete, wood, siding)
8. *Surface Cleaners:*
- Walk-behind surface cleaners for flat surfaces
9. *Safety Equipment:*
- Protective gloves and goggles
- High-visibility vests and ear protection
10. *Accessories and Attachments:*
- Turbo nozzles for stubborn stains
- Sandblasting attachments for paint removal
11. *Tools and Maintenance Kits:*
- Basic toolkits for on-the-go repairs
- Spare parts like O-rings and gaskets
12. *Ladders and Access Equipment:*
- Extension ladders for hard-to-reach areas
- Scaffolding for stable high-level access
ITEM NO. 5.
13. *Water Recovery Systems:*
- Vacuum recovery systems for wastewater
- Portable water tanks for high-ground jobs
14. *Power Sources:*
- Generators (if needed for remote locations)
- Extra fuel cans for extended operations
15. *Documentation and Compliance Tools:*
- Safety data sheets for all chemicals
- Compliance and operation manuals
16. *Communication Tools:*
- Two-way radios for team communication
- Mobile devices for scheduling and navigation
ITEM NO. 5.
Brandon Cody Sr.
COO & Lead Technician
Chief Executive Officer
Organizational PPWPM, INC.
Structure
Board of Directors
Raymond Hirtle
Field Technician
Nick Kierstead
Field Technician
Onterrio Brown
Field Technician
Jose Oseida
Field Technician
Juventino Mendoza
Field Technician
Samuel Abarca
Field Technician
Jose Aguilar
Field Technician
Ryan Deshaine
Lead Technician
Felix Aguilar
Financial Accounting
Christie Cezario
Field Technician Field Technician Admin Staff
Field Technician
Nik Wood
Admin Manager
France Cristobal
Brandon Cody Jr.
Sales Director
ITEM NO. 5.
Employee Name:
Position/Role:
Training Details
Training Topic Date Trainee Name Location Training Method Duration Workplace Safety
Overview
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Equipment
Operation
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE) Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
January 2024
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
Online 3hrs
Fall Protection Training January 2024
Fall Protection (US) -
National Safety
Council
Online 3hrs
Hazard Communication January 2024
Hazard
Communication -
National Safety
Council
National Safety
Council
Online 3hrs
Emergency Procedures January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Fire Safety and
Extinguisher Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Vehicle/Equipment
Safety
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Contractor Safety
Training - for Bayer -
Berkeley Online
Training Requirements
July 2024 ISN Online 3hrs
Total 30hrs
TRAINING RECORD
EMPLOYEE INFORMATION
Brandon Cody Sr.
Chief Executive Officer
ITEM NO. 5.
Employee Name:
Position/Role:
Training Details
Training Topic Date Trainee Name Location Training Method Duration Workplace Safety
Overview
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Equipment
Operation
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE) Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
January 2024
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
Online 3hrs
Fall Protection Training January 2024
Fall Protection (US) -
National Safety
Council
Online 3hrs
Hazard Communication January 2024
Hazard
Communication -
National Safety
Council
National Safety
Council
Online 3hrs
Emergency Procedures January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Fire Safety and
Extinguisher Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Vehicle/Equipment
Safety
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Contractor Safety
Training - for Bayer -
Berkeley Online
Training Requirements
August 2024 ISN Online 3hrs
Total 30hrs
TRAINING RECORD
EMPLOYEE INFORMATION
Brandon Cody Jr.
Sales Director
ITEM NO. 5.
Employee Name:
Position/Role:
Training Details
Training Topic Date Trainee Name Location Training Method Duration Workplace Safety
Overview
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Equipment
Operation
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE) Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
January 2024
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
Online 3hrs
Fall Protection Training January 2024
Fall Protection (US) -
National Safety
Council
Online 3hrs
Hazard Communication January 2024
Hazard
Communication -
National Safety
Council
National Safety
Council
Online 3hrs
Emergency Procedures January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Fire Safety and
Extinguisher Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Vehicle/Equipment
Safety
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Contractor Safety
Training - for Bayer -
Berkeley Online
Training Requirements
August 2024 ISN Online 3hrs
Total 30hrs
TRAINING RECORD
EMPLOYEE INFORMATION
Raymond Hirtle
Chief Operation Officer / Lead Field Technician
ITEM NO. 5.
Employee Name:
Position/Role:
Training Details
Training Topic Date Trainee Name Location Training Method Duration Workplace Safety
Overview
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Equipment
Operation
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE) Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
January 2024
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
Online 3hrs
Fall Protection Training January 2024
Fall Protection (US) -
National Safety
Council
Online 3hrs
Hazard Communication January 2024
Hazard
Communication -
National Safety
Council
National Safety
Council
Online 3hrs
Emergency Procedures January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Fire Safety and
Extinguisher Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Vehicle/Equipment
Safety
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Contractor Safety
Training - for Bayer -
Berkeley Online
Training Requirements
August 2024 ISN Online 3hrs
Total 30hrs
TRAINING RECORD
EMPLOYEE INFORMATION
Felix Aguilar
Lead Field Technician
ITEM NO. 5.
Employee Name:
Position/Role:
Training Details
Training Topic Date Trainee Name Location
Training
Method
Duration
Workplace Safety Overview January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord CA
94520
In-person 3hrs
Equipment
Operation
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord CA
94520
In-person 3hrs
Personal Protective
Equipment (PPE) Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord CA
94520
In-person 3hrs
Personal Protective
Equipment (PPE) Overview
- National Safety Council
January 2024
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
Online 3hrs
Fall Protection Training January 2024
Fall Protection (US) -
National Safety Council
Online 3hrs
Hazard Communication January 2024
Hazard Communication
- National Safety
Council
National Safety Council
Online 3hrs
Emergency Procedures January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord CA
94520
In-person 3hrs
Fire Safety and Extinguisher
Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord CA
94520
In-person 3hrs
Vehicle/Equipment Safety January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord CA
94520
In-person 3hrs
Contractor Safety Training -
for Bayer - Berkeley Online
Training Requirements
August 2024 ISN Online 3hrs
Aerial Lift (MEWP) August 2024
Hard Hat Training
Company - Samantha
Montalbano CEO
Online 2.5hrs
Total 32.5hrs
TRAINING RECORD
EMPLOYEE INFORMATION
Nick Kierstead
Field Technician
ITEM NO. 5.
Employee Name:
Position/Role:
Training Details
Training Topic Date Trainee Name Location
Training
Method
Duration
Workplace Safety Overview January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord CA
94520
In-person 3hrs
Equipment
Operation
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord CA
94520
In-person 3hrs
Personal Protective
Equipment (PPE) Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord CA
94520
In-person 3hrs
Personal Protective
Equipment (PPE) Overview
- National Safety Council
January 2024
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
Online 3hrs
Fall Protection Training January 2024
Fall Protection (US) -
National Safety Council
Online 3hrs
Hazard Communication January 2024
Hazard Communication
- National Safety
Council
National Safety Council
Online 3hrs
Emergency Procedures January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord CA
94520
In-person 3hrs
Fire Safety and Extinguisher
Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord CA
94520
In-person 3hrs
Vehicle/Equipment Safety January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord CA
94520
In-person 3hrs
Contractor Safety Training -
for Bayer - Berkeley Online
Training Requirements
August 2024 ISN Online 3hrs
Aerial Lift (MEWP) August 2024
Hard Hat Training
Company - Samantha
Montalbano CEO
Online 2.5hrs
Total 32.5hrs
TRAINING RECORD
EMPLOYEE INFORMATION
Onterrio Brown
Field Technician
ITEM NO. 5.
Employee Name:
Position/Role:
Training Details
Training Topic Date Trainee Name Location Training Method Duration Workplace Safety
Overview
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Equipment
Operation
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE) Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
January 2024
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
Online 3hrs
Fall Protection Training January 2024
Fall Protection (US) -
National Safety
Council
Online 3hrs
Hazard Communication January 2024
Hazard
Communication -
National Safety
Council
National Safety
Council
Online 3hrs
Emergency Procedures January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Fire Safety and
Extinguisher Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Vehicle/Equipment
Safety
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Contractor Safety
Training - for Bayer -
Berkeley Online
Training Requirements
August 2024 ISN Online 3hrs
Total 30hrs
TRAINING RECORD
EMPLOYEE INFORMATION
Jose Aguilar
Field Technician
ITEM NO. 5.
Employee Name:
Position/Role:
Training Details
Training Topic Date Trainee Name Location Training Method Duration Workplace Safety
Overview
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Equipment
Operation
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE) Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
January 2024
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
Online 3hrs
Fall Protection Training January 2024
Fall Protection (US) -
National Safety
Council
Online 3hrs
Hazard Communication January 2024
Hazard
Communication -
National Safety
Council
National Safety
Council
Online 3hrs
Emergency Procedures January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Fire Safety and
Extinguisher Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Vehicle/Equipment
Safety
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Contractor Safety
Training - for Bayer -
Berkeley Online
Training Requirements
August 2024 ISN Online 3hrs
Total 30hrs
TRAINING RECORD
EMPLOYEE INFORMATION
Jose Oseida
Field Technician
ITEM NO. 5.
Employee Name:
Position/Role:
Training Details
Training Topic Date Trainee Name Location Training Method Duration Workplace Safety
Overview
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Equipment
Operation
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE) Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
January 2024
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
Online 3hrs
Fall Protection Training January 2024
Fall Protection (US) -
National Safety
Council
Online 3hrs
Hazard Communication January 2024
Hazard
Communication -
National Safety
Council
National Safety
Council
Online 3hrs
Emergency Procedures January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Fire Safety and
Extinguisher Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Vehicle/Equipment
Safety
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Contractor Safety
Training - for Bayer -
Berkeley Online
Training Requirements
August 2024 ISN Online 3hrs
Total 30hrs
TRAINING RECORD
EMPLOYEE INFORMATION
Juventino Mendoza
Field Technician
ITEM NO. 5.
Employee Name:
Position/Role:
Training Details
Training Topic Date Trainee Name Location Training Method Duration Workplace Safety
Overview
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Equipment
Operation
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE) Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
January 2024
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
Online 3hrs
Fall Protection Training January 2024
Fall Protection (US) -
National Safety
Council
Online 3hrs
Hazard Communication January 2024
Hazard
Communication -
National Safety
Council
National Safety
Council
Online 3hrs
Emergency Procedures January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Fire Safety and
Extinguisher Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Vehicle/Equipment
Safety
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Contractor Safety
Training - for Bayer -
Berkeley Online
Training Requirements
August 2024 ISN Online 3hrs
Total 30hrs
TRAINING RECORD
EMPLOYEE INFORMATION
Nik Wood
Field Technician
ITEM NO. 5.
Employee Name:
Position/Role:
Training Details
Training Topic Date Trainee Name Location Training Method Duration Workplace Safety
Overview
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Equipment
Operation
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE) Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
January 2024
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
Online 3hrs
Fall Protection Training January 2024
Fall Protection (US) -
National Safety
Council
Online 3hrs
Hazard Communication January 2024
Hazard
Communication -
National Safety
Council
National Safety
Council
Online 3hrs
Emergency Procedures January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Fire Safety and
Extinguisher Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Vehicle/Equipment
Safety
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Contractor Safety
Training - for Bayer -
Berkeley Online
Training Requirements
September
2024
ISN Online 3hrs
Total 30hrs
TRAINING RECORD
EMPLOYEE INFORMATION
Ryan Deshaine
Field Technician
ITEM NO. 5.
Employee Name:
Position/Role:
Training Details
Training Topic Date Trainee Name Location Training Method Duration Workplace Safety
Overview
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Equipment
Operation
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE) Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
January 2024
Personal Protective
Equipment (PPE)
Overview - National
Safety Council
Online 3hrs
Fall Protection Training January 2024
Fall Protection (US) -
National Safety
Council
Online 3hrs
Hazard Communication January 2024
Hazard
Communication -
National Safety
Council
National Safety
Council
Online 3hrs
Emergency Procedures January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Fire Safety and
Extinguisher Use
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Vehicle/Equipment
Safety
January 2024
In-House Training
PPWPM, INC.
4070 Nelson Ave,
suite F Concord
CA 94520
In-person 3hrs
Contractor Safety
Training - for Bayer -
Berkeley Online
Training Requirements
August 2024 ISN Online 3hrs
Total 30hrs
TRAINING RECORD
EMPLOYEE INFORMATION
Samuel Abarca
Field Technician
ITEM NO. 5.
NO. 126249061
Bayer
Nik Wood (ISN-08893767)
PPWPM, INc (400-524407)
Complete August 14, 2024 August 14, 2025
Berkeley Contractor Safety Training
ITEM NO. 5.
NO. 126249061
Bayer
Certificate of Training Completion
Nik Wood
(ISN-08893767)
PPWPM, INc
(400-524407)
Completed Training Program:
Berkeley Contractor Safety
Training
DATE: August 14,
2024 EXP: August 14,2025
SCORE: Complete SIGN:
ITEM NO. 5.
NO. 126249067
Bayer
Jose Oseida (ISN-08899639)
PPWPM, INc (400-524407)
Complete August 16, 2024 August 16, 2025
Berkeley Contractor Safety Training
ITEM NO. 5.
NO. 126249067
Bayer
Certificate of Training Completion
Jose Oseida
(ISN-08899639)
PPWPM, INc
(400-524407)
Completed Training Program:
Berkeley Contractor Safety
Training
DATE: August 16,
2024 EXP: August 16,2025
SCORE: Complete SIGN:
ITEM NO. 5.
NO. 126249067
Bayer
Juventino Mendoza (ISN-08899945)
PPWPM, INc (400-524407)
Complete August 16, 2024 August 16, 2025
Berkeley Contractor Safety Training
ITEM NO. 5.
NO. 126249067
Bayer
Certificate of Training Completion
Juventino Mendoza
(ISN-08899945)
PPWPM, INc
(400-524407)
Completed Training Program:
Berkeley Contractor Safety
Training
DATE: August 16,
2024 EXP: August 16,2025
SCORE: Complete SIGN:
ITEM NO. 5.
NO. 126249061
Bayer
Nick Kierstead (ISN-08893800)
PPWPM, INc (400-524407)
Complete August 14, 2024 August 14, 2025
Berkeley Contractor Safety Training
ITEM NO. 5.
NO. 126249061
Bayer
Certificate of Training Completion
Nick Kierstead
(ISN-08893800)
PPWPM, INc
(400-524407)
Completed Training Program:
Berkeley Contractor Safety
Training
DATE: August 14,
2024 EXP: August 14,2025
SCORE: Complete SIGN:
ITEM NO. 5.
NO. 126249061
Bayer
Raymond Hirtle (ISN-08893793)
PPWPM, INc (400-524407)
Complete August 14, 2024 August 14, 2025
Berkeley Contractor Safety Training
ITEM NO. 5.
NO. 126249061
Bayer
Certificate of Training Completion
Raymond Hirtle
(ISN-08893793)
PPWPM, INc
(400-524407)
Completed Training Program:
Berkeley Contractor Safety
Training
DATE: August 14,
2024 EXP: August 14,2025
SCORE: Complete SIGN:
ITEM NO. 5.
NO. 126249114
Bayer
Ryan Deshaine (ISN-08946266)
PPWPM, INc (400-524407)
Complete September 06, 2024 September 06, 2025
Berkeley Contractor Safety Training
ITEM NO. 5.
NO. 126249114
Bayer
Certificate of Training Completion
Ryan Deshaine
(ISN-08946266)
PPWPM, INc
(400-524407)
Completed Training Program:
Berkeley Contractor Safety
Training
DATE: September
06, 2024 EXP: September06, 2025
SCORE: Complete SIGN:
ITEM NO. 5.
NO. 126249061
Bayer
Brandon Cody Jr. (ISN-08893790)
PPWPM, INc (400-524407)
Complete August 14, 2024 August 14, 2025
Berkeley Contractor Safety Training
ITEM NO. 5.
NO. 126249061
Bayer
Certificate of Training Completion
Brandon Cody Jr.
(ISN-08893790)
PPWPM, INc
(400-524407)
Completed Training Program:
Berkeley Contractor Safety
Training
DATE: August 14,
2024 EXP: August 14,2025
SCORE: Complete SIGN:
ITEM NO. 5.
NO. 126248995
Bayer
Brandon Cody (ISN-08827246)
PPWPM, INc (400-524407)
100 July 23, 2024 July 23, 2025
Berkeley Contractor Safety Training
ITEM NO. 5.
NO. 126248995
Bayer
Certificate of Training Completion
Brandon Cody
(ISN-08827246)
PPWPM, INc
(400-524407)
Completed Training Program:
Berkeley Contractor Safety
Training
DATE: July 23,
2024 EXP: July 23,2025
SCORE: 100 SIGN:
ITEM NO. 5.
NO. 126249061
Bayer
Onterrio Brown (ISN-08893801)
PPWPM, INc (400-524407)
Complete August 14, 2024 August 14, 2025
Berkeley Contractor Safety Training
ITEM NO. 5.
NO. 126249061
Bayer
Certificate of Training Completion
Onterrio Brown
(ISN-08893801)
PPWPM, INc
(400-524407)
Completed Training Program:
Berkeley Contractor Safety
Training
DATE: August 14,
2024 EXP: August 14,2025
SCORE: Complete SIGN:
ITEM NO. 5.
NO. 126249061
Bayer
John Armijo (ISN-08893794)
PPWPM, INc (400-524407)
Complete August 14, 2024 August 14, 2025
Berkeley Contractor Safety Training
ITEM NO. 5.
NO. 126249061
Bayer
Certificate of Training Completion
John Armijo
(ISN-08893794)
PPWPM, INc
(400-524407)
Completed Training Program:
Berkeley Contractor Safety
Training
DATE: August 14,
2024 EXP: August 14,2025
SCORE: Complete SIGN:
ITEM NO. 5.
NO. 126249061
Bayer
Felix Aguilar (ISN-08893765)
PPWPM, INc (400-524407)
Complete August 14, 2024 August 14, 2025
Berkeley Contractor Safety Training
ITEM NO. 5.
NO. 126249061
Bayer
Certificate of Training Completion
Felix Aguilar
(ISN-08893765)
PPWPM, INc
(400-524407)
Completed Training Program:
Berkeley Contractor Safety
Training
DATE: August 14,
2024 EXP: August 14,2025
SCORE: Complete SIGN:
ITEM NO. 5.
NO. 126249067
Bayer
Jose Aguilar (ISN-08899638)
PPWPM, INc (400-524407)
Complete August 16, 2024 August 16, 2025
Berkeley Contractor Safety Training
ITEM NO. 5.
NO. 126249067
Bayer
Certificate of Training Completion
Jose Aguilar
(ISN-08899638)
PPWPM, INc
(400-524407)
Completed Training Program:
Berkeley Contractor Safety
Training
DATE: August 16,
2024 EXP: August 16,2025
SCORE: Complete SIGN:
ITEM NO. 5.
NO. 126249061
Bayer
Samuel Abarca (ISN-08893766)
PPWPM, INc (400-524407)
Complete August 14, 2024 August 14, 2025
Berkeley Contractor Safety Training
ITEM NO. 5.
NO. 126249061
Bayer
Certificate of Training Completion
Samuel Abarca
(ISN-08893766)
PPWPM, INc
(400-524407)
Completed Training Program:
Berkeley Contractor Safety
Training
DATE: August 14,
2024 EXP: August 14,2025
SCORE: Complete SIGN:
ITEM NO. 5.
PPWPM IN-HOUSE Training Video Resources
Content URL
Powerwashing
Damage
Roof Cleaning
Siding Washing
Window Washing
Personal Injury Protection
Decks
Paver & Concrete
Gutter Cleaning
Detergents
Pressure Washing Basics
House Washing
Hoses
Post Construction Cleaning
How to Operate Petrol Jet Wash (Part 1)
How to Operate Petrol Jet Wash (Part 2)
How to Operate Petrol Jet Wash (Part 3)
Plant and Property Protection
Taping More Taping
Roof Pump Hose
Asphalt Roof
Asphalt Roof 2
Softwash Takedown
Softwash Setup
House Wash Basic
Window Cleaning Tools
Water Fed Basics
How to Use a Water Fed Pole
Feathering with a Pole
What causes spots with a WFP
WFP on commercial windows
Cleaning Leaded Glass
Post Construction Window Cleaning Basics
Using a WFP
Cleaning Dirty Windows and Tools Used
Detailing a Window
Troubleshooting Window Cleaning
Winter Window Cleaning
Window Cleaning How-To- Basic Technique
Common Fanning Problems- Window Cleaning Demo
How to Clean Windows Professionally- Fanning Technique
Fanning Residential Windows
How to Remove a Screen
Changing Filters on Xero Pure
Using Abrasive Pads
Using a Razor
Fanning Technique and Mistakes
PPE
More PPE
How to Clean Decking (Part 1)
How to Clean Decking (Part 2)
Gutter Cleaning Vac
Gutter Cleaning Tools
Chemicals Overview
https://youtu.be/02bnx8R_jwg
https://youtu.be/w6ZM-h3jZb8
https://youtu.be/81I9ZB77QBg
https://youtu.be/dDl2na2Li4E
https://www.youtube.com/watch?v=4jr-BFQ5LMc&index=6&list=PLrEQEnP3oC16Na_3AN0lS1eBi2CctIiIP https://www.youtube.com/watch?v=HZ75y2ipsq4&index=5&list=PLrEQEnP3oC16Na_3AN0lS1eBi2CctIiIP https://www.youtube.com/watch?v=TXj1vj2kdTA&index=4&list=PLrEQEnP3oC16Na_3AN0lS1eBi2CctIiIP https://youtu.be/i1gxhTjJCUE
https://youtu.be/Q-3cdgbHMbk
https://youtu.be/3DWlY2s1X78
https://youtu.be/QYUIYE9PdKA
https://youtu.be/cGv18CIMu9g
https://youtu.be/JgNlU53LTw0
https://youtu.be/gIxuPad_50I
https://youtu.be/R9mPs00mCwM
https://youtu.be/EWPb13qSVLI
https://youtu.be/HsXbtGm3TuM
https://youtu.be/G2Sserz5YgY
https://youtu.be/oiQVj2Hxkno
https://youtu.be/MrxBpH4YCxM
https://youtu.be/4uuPft4tjLk
https://youtu.be/QDTnWUmc7zI
https://youtu.be/V9Q3L6OD2Kw
https://youtu.be/V9Q3L6OD2Kw
https://youtu.be/LJCNnQbzITw
https://youtu.be/-KpRp4f0LNs
https://youtu.be/6Whibi7bfdw
https://youtu.be/998jG2ZZZUo
https://youtu.be/Kmv2RIdh3N4
https://youtu.be/FGKdmKX1z64
https://youtu.be/bmc11KqVbEE
https://youtu.be/9SoFa3B8m08
https://youtu.be/h1iNEV-wQmM
https://youtu.be/WkmN48KnZO8
https://youtu.be/WkmN48KnZO8
https://youtu.be/IQffoDEl9bo
https://youtu.be/-Zwm3hO0DVc
https://youtu.be/K7XiEU8yivM
https://youtu.be/TaXmo_PV8bo
https://youtu.be/NiwCWXOlzvw
https://www.youtube.com/watch?v=Fq_nAt_MntI&index=3&list=PLrEQEnP3oC16Na_3AN0lS1eBi2CctIiIP https://www.youtube.com/watch?v=WsprzwjBW0c&index=2&list=PLrEQEnP3oC16Na_3AN0lS1eBi2CctIiIP https://youtu.be/ptyoylzBV10
https://youtu.be/55lmEnJVfiQ
https://youtu.be/CsEDcthG0hY
ITEM NO. 5.
Using Aztec Screen Cleaner
Priming Proportioner
Chlorine Fill
Miscellaneous Other Tools
How to Start a Doff Machine
How to Start a Generator
QC
O Rings
Water Hoses
Downstream Injector
Turning on Pressure Washer
Checking Oil
Pressure Hose
Rolling Pressure Hose
Arrival at Jobsite
https://youtu.be/Ed27MHggcLk
https://youtu.be/HrC6Tmfrgk8
https://youtu.be/qk_8TUfAHXM
https://youtu.be/cHwBr8W66Ns
https://www.youtube.com/watch?v=eP6JRSfwN4Y&list=PLrEQEnP3oC16Na_3AN0lS1eBi2CctIiIP&index=7 https://www.youtube.com/watch?v=2hpwYkbixZ8&index=8&list=PLrEQEnP3oC16Na_3AN0lS1eBi2CctIiIP https://youtu.be/7HGLnaV9Mas
https://youtu.be/7HGLnaV9Mas
https://youtu.be/MLgQbFcfPwE
https://youtu.be/lKOrH2kdDxI
https://youtu.be/gDDAL3arsYs
https://youtu.be/iL5GeoDX8PE
https://youtu.be/GzGn1zF1gRw
https://youtu.be/YXadGwod8Ns
https://youtu.be/2ZPkgDW-p1o
Tools
Miscellaneous
ITEM NO. 5.
Video Walkthrough Link
AM Session: Course Work, Quizzes, Essays. PM Session: Hands On Work, Field Tests Where Possible WEEK 1 WEEK 2
Day 1 Day 2 Day 3 Day 4 Day 5
Day 1 Day 2 Day 3 Day 4 Day 5
Safety Window Cleaning Window Cleaning Window Cleaning Soft Washing Roof Cleaning Power Washing Power Washing Gutter Cleaning Complete Field Tests Company Safety Policies: PPE Pre-Job Inspection Methods for Cleaning French Pane Windows Understanding Pure Water Cleaning Pre-Job Inspection Company Safety Policies: JHAs Loading And Unloading The Vehicle Using the Microfiber Pre-Clean Method On Very Dirty Glass Operating a Water Fed Pole:
Extending and Adding Extensions Understanding Soft Washing Using The JHA Safety App Using the Supply Totes Removing Screens:Part 1 Operating a Water Fed Pole: Working Safely, Above & BelowIndentifying Surface Materials Weekly Safety Meetings Indoor Work Station Setup Removing Screens: Part 2 Basic WFP Cleaning Technique Covering Exterior Electrical Outlets, Water Intrusion Prevention What To Do In Case Of An Emergency Outdoor Work Station Setup Screen Cleaning WFP Brush: Types and Applications Protecting Door Finishes What Do Do In Case Of An Injury Or Accident Understanding Window Cleaning
Packages
Stain removal with steel/bronze wool
and scrub pads WFP Brush: Water Squeegee Method
Protecting Exterior Fixtures and Handles
Operating Company Vehicles Safely Basic Tool Belt Walkthrough Removing Triple Track Storms WFP Brush: Pencil Jet Method Basic Soft Washing Chemistry Squeegee Rubber Inspection and Maintenance Working With Extension Poles Hydrophobic vs. Hydrophilic Glass Checking Chemical And Detergent Supply Welcome Video Squeegee Channels and Handles Working With The Microfiber Pad Kit Pure Water Systems: Field Usage Transferring Bleach: Bulk Tank To Truck Tanks
Company History & Future Proper Drop Cloth Usage Window Cleaning: Post Construction Method With Microfiber Pure Water Systems: Routine Maintenance And Troubleshooting Safely Mixing Chemicals Company Org Chart & Chain Of CommandScrubbing Tools: Bronze Wool, Steel Wool, Scrub PadsCleaning Silicone and Adhesive Residue Off Of GlassPure Water Systems: Using Booster Pumps
Transferring Bleach: Bulk Or Truck
Tank To Small Container
Company Core Values Scrubbing Tools: Magic Erasers Cleaning Storefront and Commercial Glass Using The Proportioner For Mixing Chemicals
Your Responsibilities Towels: Hucks Vs. Microfibers Window Access By Type Detergent Mixing Ratios Based On Application Weekly Schedule Scrapers: Blade Changing and Inspection
Scrapers: Usage, Cautions, Tips and
Tricks Understanding Downstream Injectors
Team Meetings Mop Sleeves: Inspection and Maintenance Opening Pella Hinged Storms Using Downstream Injectors Bonuses, Goals & KPIs Detailing Glass Hard Water Stain Removal With ClearView200 Wipes Performance Reviews Straight Pull Technique #1
Extreme Hard Water Stain Removal With ClearView100 Paste Conflict Resolution Straight Pull Technique #2 Tradition Window Cleaning: General Tips, Tricks & Hacks For Speed
Corrective Action Fan technique
Company Handbook Review Sill and track cleaning: Interior 1 Sill and track cleaning: Interior 2
Sill and track cleaning: Exterior
Pre-Job Inspection Pre-Job Inspection Assessing Condition of Surfaces Pre-Job Inspection Understanding Soft Wash Roof Cleaning Protecting Property Identifying Stains Understanding & Explaining Gutter Cleaning Packages Identifying Roof Growths And When
They Are Terminated Basic Power Washer Safety Organic vs. Non-Organic Staining: How to Assess Performing Gutter System
Assessments
Required PPE For Roof Cleaning Required PPE For Power Washing Pre and Post Treating with Sodium Hypochlorite
Collecting Debris: Trays, Valleys, Roofs & Downspouts
Roof Safety: Harness and Anchor
Process Understanding PSI vs. GPM Cleaning with Acids Clog Removal Roof Safety: Working With Ladders Understanding Wand Nozzle Sizes When To Use Hot Water Gutter cleaning Photos: Walkthrough Clean Up and Pack Up Process for Roof Cleaning EquipmentChecking The Pressure On A Pressure Washer Vertical Hard Surface Cleaning Basic Repairs: Trays Starting and Operating The Compressor and Softwash PumpHow To Adjust Pressure On A Pressure Washing Machine Cleaning and Sanding Pavers Basic Repairs: Downspouts Using The Roof Cleaning Gun
Effectively: Nozzles, Ball Valve, Wand ExtensionsSkid Truck Plumbing Walkthrough Field Repairs: Replacing Quick Connect O Rings Gutter Inspection Tips How To Mix, Transfer Roof Cleaning DetergentFlat Surface Cleaning With Surface CleanerField Repairs: Leaking Quick Connects; Clogged Nozzles Working Safely On Roofs & With Ladders
Shooting A Roof: From Ground
Flat Surface Cleaning With Surface Cleaner #2Field Repairs: Troubleshooting Machine Issues Shooting A Roof: From Ladder Uses For High Pressure Nozzles Field Repairs: Downstream Injector Troubleshooting Dryer Vent Cleaning
Roof Cleaning: Advanced Techniques How To Use Quick Connects Field Repairs: Blown Pressure Hose When To Rinse A Roof How To Use Ball Valves For Changing Tools Field Repairs: Softwash Pump Failure Cleaning Stone and Tile Roofs Pressure Hose Management #1 Property Protection: Collection, Diversion & Dilution Pressure Hose Management #2 Property Protection: Neutralization High Volume Variable Pressure Rinsing With Ball Valve Property Protection: Coverage
Company Structure
Specialty Services
ITEM NO. 5.
Other Training Events – PPWPM proudly hosted the Niche Market & Gas Station Training Event on February 1-2, 2024, featuring renowned guest trainer Carlos Gonzalos. This exclusive event provided highly specialized training focused on niche market opportunities and best practices for gas station cleaning and maintenance.
In addition to industry-specific knowledge, the event also showcased extensive Equipment Safety and Usage Training, reinforcing our commitment to safety standards and best practices. This comprehensive approach ensured that all participants, including our team and other contractors, were equipped with the necessary skills to operate equipment safely and efficiently in the field.
By bringing in industry experts like Carlos Gonzalos, we not only enhanced the expertise of our team but also provided valuable training to others in the industry. The event strengthened participants' knowledge of cutting-edge techniques and reinforced their ability to deliver superior service. This reflects our dedication to continuous professional development and excellence in safety and service delivery.
ITEM NO. 5.
ITEM NO. 5.
ITEM NO. 5.
ITEM NO. 5.
SUBCONTRACTORS
Attached hereto and incorporated herein is the complete and entire list of subcontractors to be employed by the Proposer in the performance of the work.
Company__________________________________________________________________ Location___________________________________________________________________ Describe work to be contracted_________________________________________________ __________________________________________________________________________ Company__________________________________________________________________ Location___________________________________________________________________ Describe work to be contracted: _______________________________________________ __________________________________________________________________________ Company__________________________________________________________________ Location___________________________________________________________________ Describe work to be contracted: ________________________________________________ _________________________________________________________________________ Company__________________________________________________________________ Location___________________________________________________________________ Describe work to be contracted: ________________________________________________ _________________________________________________________________________ **N/A – No subcontractors will be used; all work will be performed by our in-house technicians.
ITEM NO. 5.
Line Item Description Quantity Unit of Measure Unit Cost Annual Total 1 Monthly Power Washing - Downtown sidewalks on North Santa Cruz and Main Street 12 Each $3,018.77 $36,225.24 2 Monthly Power Washing - Los Gatos Library front patio area 12 Each $1,198.77 $14,385.24 3 Quarterly Power Washing - Parking Lot #4, all surfaces 4 Each $2,048.77 $8,195.08 Total $58,805.56
ITEM NO. 5.
PREPARED BY: Sean Mullin, AICP
Planning Manager
__________________________________________________________________________________________ Reviewed by: Assistant Town Manager, Town Attorney, and Community Development Director 110 E. Main Street Los Gatos, CA 95030 ● (408) 354-6832 www.losgatosca.gov
TOWN OF LOS GATOS
COUNCIL AGENDA REPORT
MEETING DATE: 03/18/2025
ITEM NO: 6
DATE: March 13, 2025
TO: Mayor and Town Council
FROM: Chris Constantin, Town Manager
SUBJECT: Adopt a Resolution Granting an Appeal of a Planning Commission Decision to Approve an Architecture and Site Application for the Construction of a New Single-Family Residence with Reduced Side and Rear Yard Setbacks, Site Improvements Requiring a Grading Permit, and Removal of Large Protected Trees on Vacant Property Zoned R-1:20, and Remanding the Matter to the Planning Commission. Located at 45 Reservoir Road. APN 529-33-054.
Architecture and Site Application S-22-048. Categorically Exempt Pursuant to CEQA Guidelines Section 15303: New Construction or Conversion of Small Structures. Property Owner: Farnaz Agahian. Applicant: Gary Kohlsaat, Architect. Appellant: Mary J. Vidovich. Project Planner: Sean Mullin.
RECOMMENDATION:
Adopt a resolution (Attachment 1) granting an appeal of a Planning Commission decision to approve an Architecture and Site Application for the construction of a new single-family residence with reduced side and rear yard setbacks, site improvements requiring a Grading Permit, and removal of large protected trees on vacant property zoned R-1:20 and remanding the decision to the Planning Commission with specific direction.
DISCUSSION:
On March 4, 2025, the Town Council directed staff to prepare a resolution granting the appeal of a decision of the Planning Commission and remanding the application back to the Planning Commission with specific direction, including the following:
1. Reduce the building footprint in consideration of the least restrictive development area (LRDA); and
2. Reduce the volume/massing of the residence.
ITEM NO. 6.
PAGE 2 OF 2
SUBJECT: 45 Reservoir Road/S-22-048
DATE: March 13, 2025
The Council made the findings, in accordance with Town Code Section 29.20.295, that the Planning Commission erred in approving the Architecture and Site application, because the application does not comply with the objectives of the Hillside Development Standards and Guidelines, specifically regarding the constraints analysis and site selection, selecting sites to minimize susceptibility to fire hazards, and minimizing the bulk and mass of a building.
There was also a request that the Planning Commission be provided with more detailed information regarding the circumstances under which the denial of a requested exception from Town standards will constitute a regulatory taking.
A resolution granting the appeal and remanding the application back to the Planning Commission with direction is included as Attachment 1.
ENVIRONMENTAL ASSESSMENT:
The project is Categorically Exempt pursuant to CEQA Guidelines Section 15303: New Construction or Conversion of Small Structures.
FISCAL IMPACT:
None.
ATTACHMENTS:
1. Draft Resolution Granting the Appeal and Remand the Application Back to the Planning Commission with Specific Direction
ITEM NO. 6.
Draft Resolution Adoption Date
DRAFT RESOLUTION
RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF LOS GATOS
GRANTING AN APPEAL OF THE DECISION OF THE PLANNING COMMISSION
APPROVING A REQUEST FOR CONSTRUCTION OF A NEW SINGLE-FAMILY
RESIDENCE WITH REDUCED SIDE AND REAR YARD SETBACKS, SITE IMPROVEMENTS
REQUIRING A GRADING PERMIT, AND REMOVAL OF LARGE PROTECTED TREES ON VACANT PROPERTY ZONED R-1:20 AND REMANDING THE APPLICATION BACK TO
PLANNING COMMISSION WITH SPECIFIC DIRECTION
APN 529-33-054
ARCHITECTURE AND SITE APPLICATION: S-22-048
PROPERTY LOCATION: 45 RESERVOIR ROAD
APPELLANT: MARY J. VIDOVICH
PROPERTY OWNER: FARNAZ AGAHIAN
APPLICANT: GARY KOHLSAAT, ARCHITECT
WHEREAS, on January 8, 2025, the Planning Commission held a public hearing and considered a request to construct a new single-family residence with reduced side and rear yard setbacks, site improvements requiring a grading permit, and removal of large protected trees on vacant property zoned R-1:20. The Planning Commission approved the Architecture and Site application subject to conditions of approval;
WHEREAS, on January 17, 2025, the appellant, an interested person, filed a timely appeal of the decision of the Planning Commission approving the request for construction of a new single-family residence with reduced side and rear yard setbacks, site improvements requiring a grading permit, and removal of large protected trees on vacant property zoned R-1:20; WHEREAS, this matter came before the Town Council for a public hearing on March 4, 2025, and was regularly noticed in conformance with State and Town law; and WHEREAS, the Town Council received testimony and documentary evidence from the appellant and all interested persons who wished to testify or submit documents. The Town Council considered all testimony and materials submitted, including the record of the Planning Commission proceedings and the packet of materials contained in the Council Agenda Report for their meeting on March 4, 2025, along with any and all subsequent reports and materials prepared concerning this application; and
WHEREAS, the Town Council directed staff to prepare a resolution granting the appeal of a decision of the Planning Commission and remanding the application back to the Planning Commission with specific direction including the following:
Draft Resolution to be
modified by Town
Council deliberations
and direction.
ATTACHMENT 1 Page 103
ITEM NO. 6.
Draft Resolution Adoption Date
1. Reduce the building footprint in consideration of the least restrictive development area (LRDA); and
2. Reduce the volume/massing of the residence.
WHEREAS, the Mayor asked that the Planning Commission be provided with more detailed information regarding the circumstances under which the denial of a requested exception from Town standards will constitute a regulatory taking; and WHEREAS, the Town Council directed staff to return to the Town Council with an updated resolution.
NOW, THEREFORE, BE IT RESOLVED:
In accordance with Town Code Section 29.20.295, the Town Council finds that:
1. The Planning Commission erred in approving the Architecture and Site application, because the application does not comply with the objectives of the Hillside Development Standards and Guidelines, specifically regarding constraints analysis and site selection, selecting sites to minimize susceptibility to fire hazards, and minimizing the bulk and mass of a building.
2. The appeal of the decision of the Planning Commission approval of a request for construction of a new single-family residence with reduced side and rear yard setbacks, site improvements requiring a grading permit, and removal of large protected trees on vacant property zoned R-1:20 is granted and the application has been remanded back to the Planning Commission with specific direction.
ITEM NO. 6.
Draft Resolution Adoption Date
PASSED AND ADOPTED at a regular meeting of the Town Council of the Town of Los Gatos, California, held on the 18th day of March 2025, by the following vote:
COUNCIL MEMBERS:
AYES:
NAYS:
ABSENT:
ABSTAIN:
SIGNED:
_______________________________
MAYOR OF THE TOWN OF LOS GATOS
LOS GATOS, CALIFORNIA
ATTEST:
__________________________________
TOWN CLERK OF THE TOWN OF LOS GATOS
LOS GATOS, CALIFORNIA
ITEM NO. 6.
This Page
Intentionally
Left Blank
ITEM NO. 6.
PREPARED BY: Gitta Ungvari
Finance Director
Reviewed by: Town Manager, and Town Attorney
110 E. Main Street Los Gatos, CA 95030 ● (408)354-6832
www.losgatosca.gov
TOWN OF LOS GATOS
COUNCIL AGENDA REPORT
MEETING DATE: 03/18/2025
ITEM NO: 7
DATE: March 11, 2025 ITEM NO: 4
TO: Mayor and Town Council
FROM: Chris Constantin, Town Manager
SUBJECT: Approved the Recommended Changes to the Town’s Investment Policy RECOMMENDATION:
Approve the recommended changes to the Town’s Investment Policy as redlined in Attachment
1. DISCUSSION:
The Town’s Investment Policy for its operating portfolio was reviewed by the Finance Commission in February 2023 and adopted by the Council in February of 2023, changing the frequency of the reporting from quarterly to monthly to comply with California Government Code Section 41004 and adding references to Government Code Sections 53607 and 53646(b).
The Finance Commission and the Council reviewed the policy in March 2024 with no recommended changes.
The Investment Policy establishes the investment scope, objectives, delegation of authority, standards of prudence, reporting requirements, internal controls, State mandated eligible investments, transactions, diversification requirements, risk tolerance, and safekeeping and custodial procedures for the investment of the operating funds of the Town. All Town funds are invested and/or will be invested in accordance with the Investment Policy and with applicable sections of the California Government Code.
The Investment Policy requires an annual review. Staff is recommending adding language to medium term notes (page 6 of the Investment Policy) that allows the Town to hold the investment until maturity in the case the rating is dropping after the purchase. The proposed revisions are listed below:
ITEM NO. 7.
PAGE 2 OF 2
SUBJECT: Investment Policy Review
DATE: March 11, 2025
Medium Term Notes (Corporate Notes) issued by corporations organized and operating within the United States or by depository institutions licensed by the United States or any state and operating within the United States, with a final maturity not exceeding five years from the date of trade settlement and rated at least “A” or the equivalent by a NRSRO at the time of purchase. No more than 5% of the Town’s total portfolio shall be invested in the medium-term notes of any one issuer and the aggregate investment in medium-term notes shall not exceed 30% of the Town’s total portfolio.
The recommended change is redlined in Attachment 1.
The Finance Commission reviewed and recommended that the Town Council approve the above recommendation.
The Finance Commission recommended adding to the Portfolio, Maturities and Liquidity Section of the Investment Policy a requirement that the Town schedule a biennial Asset Liability Management (ALM) Study. While the ALM Study can benefit the Town when the Town is ready to consider how it allocates is reserve capital, the staff does not recommend adding it to the Investment Policy as an ongoing, reoccurring requirement. If the Council is interested in adding this analysis to the others already planned, staff can return and provide further information regarding the resources, staff time, and consultant cost needed to conduct the ALM study.
Based on that information and further analysis of the cost/benefits of performing the study, the appropriate frequency of the study can be determined which may not be biennial. Staff is currently working on developing the scope of the Fiscal Impact Analysis and Long Range Financial Planning Studies in addition to assessing capital needs and funding for existing assets.
Thus, adding another study and follow-up staff review of the results in the same time would be overwhelming to limited staff resources. As a result, the proposed changes do not include this recommendation, and such changes can be considered during the next year review of the policy.
FISCAL IMPACT:
There is no fiscal impact of modifying the Investment Policy.
Attachment:
1. Town Investment Policy-Redlined
ITEM NO. 7.
COUNCIL POLICY MANUAL
TITLE: Investment Policy POLICY NUMBER: 4-02
EFFECTIVE DATE: 11/1/16 PAGES: 8
ENABLING ACTIONS: 2016-063 REVISED DATES: 5/16/17;5/15/2018; 9/3/2019; 11/03/2020, 1/17/2023,
2/21/2023
APPROVED:
PURPOSE
The Town of Los Gatos (the “Town”), incorporated in 1887, is located approximately 60 miles south of San Francisco, in the southwestern portion of Santa Clara County. The Town operates under the Council/Manager form of government. The Town Council is the legislative body for the Town. It has five members elected to serve staggered four year terms. The Town Manager is appointed by the Town Council.
The Town Council has adopted this Investment Policy in order to establish the investment scope, objectives, delegation of authority, standards of prudence, reporting requirements, internal controls, eligible investments and transactions, diversification requirements, risk tolerance, and safekeeping and custodial procedures for the investment of the funds of the Town. All Town funds will be invested in accordance with this Investment Policy and with applicable sections of the California Government Code 53607 and 53646(b).
This Investment Policy was originally adopted by the Town Council of the Town of Los Gatos on November 1, 2016. Town Council adopted revisions replace any previous investment policy or investment procedures of the Town.
SCOPE
This Investment Policy applies to all of the Town's short-term operating funds. These funds are described in the Town's annual financial report and include, but are not limited to:
General Fund
Special Revenue Funds
Capital Project Funds
Debt Service Funds
Enterprise Fund
Internal Service Funds
Fiduciary Funds ATTACHMENT 1
Small Town Service Community Stewardship Future Focus
ITEM NO. 7.
TITLE: Investment Policy PAGE:
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POLICY NUMBER:
4-02
Specifically excluded from this Investment Policy are amounts which are held by a trustee or fiscal agent and pledged as payment or security for bonds or other indebtedness, obligations under a lease, or obligations under certificates of participation. Such funds are invested in accordance with statutory provisions, ordinance, resolution, or indenture governing the issuance of the obligations. In addition, this Investment Policy is not applicable to the Town's Deferred Compensation Plan. These investments are directed by each employee participant in accordance with the rules of the Deferred Compensation Plan.
POLICY
OBJECTIVES
The Town’s funds shall be invested in accordance with all applicable Town policies and codes, State statutes, and Federal regulations, and in a manner designed to accomplish the following objectives, which are listed in priority order:
1. Preservation of capital and protection of investment principal.
2. Maintenance of sufficient liquidity to meet anticipated cash flows.
3. Attainment of a market value rate of return.
4. Diversification to avoid incurring unreasonable market risks.
DELEGATION OF AUTHORITY
Management responsibility for the Town’s investment program is delegated annually by the Town Manager to the Town Treasurer/Finance Director (the “Treasurer”) pursuant to California Government Code Section 36510. The Treasurer may delegate the authority to conduct investment transactions and to manage the operation of the investment portfolio to other specifically authorized staff members. The Treasurer shall maintain a list of persons authorized to transact securities business for the Town. No person may engage in an investment transaction except as expressly provided under the terms of this Investment Policy.
The Treasurer shall develop written administrative procedures and internal controls, consistent with this Investment Policy, for the operation of the Town's investment program. Such procedures shall be designed to prevent losses arising from fraud, employee error, misrepresentation by third parties, or imprudent actions by employees.
The Town may engage the support services of outside investment advisors in regard to its investment program, so long as it can be demonstrated that these services produce a net financial advantage or necessary financial protection of the Town's financial resources.
PRUDENCE
The standard of prudence to be used for managing the Town's investments shall be California Government Code Section 53600.3, the prudent investor standard which states, “When
ITEM NO. 7.
TITLE: Investment Policy PAGE:
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POLICY NUMBER:
4-02
investing, reinvesting, purchasing, acquiring, exchanging, selling, or managing public funds, a trustee shall act with care, skill, prudence, and diligence under the circumstances then prevailing, including, but not limited to, the general economic conditions and the anticipated needs of the agency, that a prudent person acting in a like capacity and familiarity with those matters would use in the conduct of funds of a like character and with like aims, to safeguard the principal and maintain the liquidity needs of the agency.” The Town's overall investment program shall be designed and managed with a degree of professionalism that is worthy of the public trust. The Town recognizes that no investment is totally without risk and that the investment activities of the Town are a matter of public record.
Accordingly, the Town recognizes that occasional measured losses may occur in a diversified portfolio and shall be considered within the context of the overall portfolio's return, provided that adequate diversification has been implemented and that the sale of a security is in the best long-term interest of the Town.
The Treasurer and authorized investment personnel acting in accordance with written procedures and exercising due diligence shall be relieved of personal responsibility for an individual security's credit risk or market price changes, provided that the deviations from expectations are reported in a timely fashion to the Town Council and appropriate action is taken to control adverse developments.
ETHICS AND CONFLICTS OF INTEREST
Elected officials and Town employees involved in the investment process shall refrain from personal business activity that could conflict with proper execution of the investment program or could impair or create the appearance of an impairment of their ability to make impartial investment decisions. Elected officials and Town employees shall disclose to the Town Council any business interests they have in financial institutions that conduct business with the Town and they shall subordinate their personal investment transactions to those of the Town. In addition, the Town Manager and the Treasurer shall file a Statement of Economic Interests each year pursuant to California Government Code Section 87203 and regulations of the Fair Political Practices Commission.
SOCIALLY RESPONSIBLE INVESTING
In addition to and subordinate to the objectives set forth above, investment of funds should be guided by the following socially responsible investment goals when investing in corporate securities and depository institutions. Investments shall be made in compliance with the responsible investment goals to the extent that such investments achieve substantially equivalent safety, liquidity and yield compared to other investments permitted by state law.
ITEM NO. 7.
TITLE: Investment Policy PAGE:
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POLICY NUMBER:
4-02
(1) Environmental, Social Responsibility and Governance Concerns Investments are encouraged in entities that support community well-being through safe and environmentally sound practices and fair labor practices. Investments are encouraged in entities that support equality of rights regardless of sex, race, age, disability or sexual orientation. All corporate securities within the portfolio will be monitored by an independent third-party who will provide the Town with an ESG (Environmental, Social Responsibility, and Governance) rating. The Town will prefer companies when appropriate that maintain a higher ESG rating as opposed to those companies that have a lower ESG Rating. (2) Community Investments
Investments are encouraged in entities that promote community economic development, and investments are discouraged in entities that finance high-cost check-cashing and deferred deposit (payday-lending) businesses. Investments are encouraged in entities that have a demonstrated involvement in the development or rehabilitation of low-income affordable housing and have a demonstrated commitment to reducing predatory mortgage lending and increasing the responsible servicing of mortgage loans. Securities investments are encouraged in financial institutions that have a Community Reinvestment Act (CRA) rating of either Satisfactory or Outstanding, as well as financial institutions that are designated as a Community Development Financial Institution (CDFI) by the United States Treasury Department, or otherwise demonstrate commitment to community economic development.
AUTHORIZED SECURITIES AND TRANSACTIONS
All investments and deposits of the Town shall be made in accordance with California Government Code Sections 16429.1, 53600-53609 and 53630-53686, except that pursuant to California Government Code Section 5903(e), proceeds of bonds and any moneys set aside or pledged to secure payment of the bonds may be invested in securities or obligations described in the ordinance, resolution, indenture, agreement, or other instrument providing for the issuance of the bonds. Any revisions or extensions of these code sections will be assumed to be part of this Investment Policy immediately upon being enacted. However, in the event that amendments to these sections conflict with this Investment Policy and past Town investment practices, the Town may delay adherence to the new requirements when it is deemed in the best interest of the Town to do so. In such instances, after consultation with the Town’s attorney, the Treasurer will present a recommended course of action to the Town Council for approval. All investment limits specified in the Policy are calculated at the time of investment.
The Town has further restricted the eligible types of securities and transactions as follows:
1. United States Treasury bills, notes, bonds, or certificates with a final maturity not exceeding five years from the date of trade settlement.
2. Federal Agency Obligations for which the faith and credit of the United States are pledged for the payment of principal and interest and which have a final maturity not exceeding five years from the date of trade settlement. There is no limit on the percentage of the
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POLICY NUMBER:
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portfolio that can be invested in this category, however, no more than 20% of the town’s total portfolio shall be invested in the combination of Government National Mortgage Association (GNMA), Federal National Mortgage Association (FNMA) and Federal Home Loan Mortgage Corporation (FHLMC) mortgage-backed securities.
3. Federal Instrumentality (government sponsored enterprise) debentures, discount notes, callable securities, step-up securities, and mortgage-backed securities (including FNMA and FHLMC) with a final maturity not exceeding five years from the date of trade settlement.
There is no limit on the percentage of the portfolio that can be invested in this category, however, no more than 20% of the town’s total portfolio shall be invested in the combination of GNMA, FNMA, and FHLMC mortgage-backed securities.
4. Prime Commercial Paper with a maturity not exceeding 270 days from the date of trade settlement with the highest ranking or of the highest letter and number rating as provided for by a nationally recognized statistical-rating organization (NRSRO). The entity that issues the commercial paper shall meet all of the following conditions in either sub-paragraph A. or sub-paragraph B. below:
A. The entity shall (1) be organized and operating in the United States as a general corporation, (2) have total assets in excess of five hundred million dollars ($500,000,000) and (3) Have debt other than commercial paper, if any, that is rated “A” or higher by a NRSRO.
B. The entity shall (1) be organized within the United States as a special purpose corporation, trust, or limited liability company, (2) have program wide credit enhancements, including, but not limited to, over collateralization, letters of credit or surety bond and (3) have commercial paper that is rated “A-1” or higher, or the equivalent, by a NRSRO.
Purchases of eligible commercial paper shall not exceed:
10% of the outstanding commercial paper of any single corporate issuer, 5% of the Town’s total portfolio in the commercial paper of any one issuer, and 25% of the Town’s total portfolio.
5. Eligible Bankers Acceptances with a maturity not exceeding 180 days from the date of trade settlement, issued by a state or national bank with combined capital and surplus of at least $250 million, whose deposits are insured by the FDIC, and whose senior long-term debt is rated at least A or the equivalent by a NRSRO at the time of purchase. No more than 5% of the Town’s total portfolio shall be invested in banker’s acceptances of any one issuer, and the aggregate investment in banker’s acceptances shall not exceed 30% of the Town’s total portfolio.
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POLICY NUMBER:
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6. Medium Term Notes (Corporate Notes) issued by corporations organized and operating within the United States or by depository institutions licensed by the United States or any state and operating within the United States, with a final maturity not exceeding five years from the date of trade settlement and rated at least “A” or the equivalent by a NRSRO at the time of the purchase. No more than 5% of the Town’s total portfolio shall be invested in the medium-term notes of any one issuer and the aggregate investment in medium-term notes shall not exceed 30% of the Town’s total portfolio.
7. Municipal & State Obligations:
A. Municipal bonds including registered notes or bonds of any of the 50 states, including bonds payable solely out of the revenues from a revenue-producing property owned, controlled, or operated by a state or by a department, board, agency, or authority of any of the 50 states.
B. In addition, bonds, notes, warrants, or other evidences of indebtedness of any local agency in California, including bonds payable solely out of the revenues from a revenueproducing property owned, controlled, operated by the local agency, or by a department, board, agency, or authority of the local agency.
Municipal bonds must be rated at least “A” or the equivalent by a NRSRO with maturities not exceeding five years from the date of the trade settlement. No more than 5% of the Town’s total portfolio shall be invested in “A” rated bonds or in the bonds of any one municipality. In addition, the aggregate investment in municipal bonds may not exceed 30% of the total portfolio.
8. Certificates of Deposit with a final maturity not exceeding five years from the date of trade settlement. The aggregate investment in certificates of deposit shall not exceed 30% of the Town’s portfolio, and no more than 5% of the portfolio shall be held in any one deposit or allocated to any one issuer. Certificates of Deposit shall be issued by a nationally or statechartered bank or a state or federal savings and loan association or by a state-licensed branch of a foreign bank or by a federally licensed branch of a foreign bank provided that the senior debt obligations of the issuing institution are rated at least “A” or the equivalent by a NRSRO.
Negotiable certificates of deposit issued by a nationally or state-chartered bank, or by a federally licensed or state-licensed branch of a foreign bank. Purchases of negotiable certificates of deposits are subject to the limitations of Section 53601(i), shall be fully insured by the FDIC with a corresponding FDIC certification number, and shall be delivered through the Depository Trust Company.
Non-Negotiable certificates of deposit issued by a nationally or state-chartered bank, or by a federally licensed or state-licensed branch of a foreign bank. Purchases of non-negotiable certificates of deposit are subject to the limitations of Sections 53601(n) and 53638 and shall be fully insured by the FDIC with a corresponding FDIC certification number.
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Private sector entities may be used to place certificates of deposit subject to the limitations of Section 53601.8.
9. State of California’s Local Agency Investment Fund (LAIF), pursuant to California Government Code Section 16429.1. The aggregate amount invested in LAIF shall not exceed the maximum allowed by the fund.
10. Money Market Funds registered under the Investment Company Act of 1940 that (1) are “no-load” (meaning no commission or fee shall be charged on purchases or sales of shares); (2) have a constant net asset value per share of $1.00; (3) invest only in government securities, and (4) have a rating of at least AAA or the equivalent by at least two NRSROs.
No more than 10% of the Town’s total portfolio shall be invested in money market funds of any one issuer, and the aggregate investment in money market funds shall not exceed 20% of the Town’s total portfolio.
Securities that have been downgraded to a level that is below the minimum ratings described herein may be sold or held at the Town’s discretion. The portfolio will be brought back into compliance with Investment Policy guidelines as soon as is practical.
The foregoing list of authorized securities and transactions shall be strictly interpreted. Any deviation from it must be preapproved by resolution of the Town Council.
PORTFOLIO MATURITIES AND LIQUIDITY
To the extent possible, investments shall be matched with anticipated cash flow requirements and known future liabilities. The Town will not invest in securities maturing more than five years from the date of trade settlement, unless the Town Council has by resolution granted authority to make such an investment at least three months prior to the date of investment.
SELECTION OF BROKER/DEALERS
The Treasurer shall maintain a list of broker/dealers approved for investment purposes, and it shall be the policy of the Town to purchase securities only from those authorized firms. To be eligible, a firm must meet at least one of the following criteria:
Be recognized as a Primary Dealer by the Federal Reserve Bank of New York or have a primary dealer within their holding company structure; or Report voluntarily to the Federal Reserve Bank of New York; or Qualify under Securities and Exchange Commission (SEC) Rule 15c3-1 (Uniform Net Capital Rule).
In addition, authorized broker/dealers must be licensed by the State of California as a broker/dealer as defined in Section 25004 of the California Corporations Code.
The Town may engage the services of investment advisory firms to assist in the management of the portfolio and investment advisors may utilize their own list of approved broker/dealers.
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Such broker/dealers will comply with the selection criteria above and the list of approved firms shall be provided to the Town on an annual basis or upon request.
In the event that an external investment advisor is not used in the process of recommending a particular transaction in the Town’s portfolio, authorized broker/dealers shall attest in writing that they have received and reviewed a copy of the this Investment Policy and shall be required to submit and annually update a Town approved Broker/Dealer Information request form, which includes the firm’s most recent financial statements.
The Town may purchase commercial paper from direct issuers even though they are not on the approved broker/dealer list as long as they meet the criteria outlined in Item 4 of the Authorized Securities and Transactions section of this Investment Policy.
COMPETITIVE TRANSACTIONS
Each investment transaction shall be competitively transacted with authorized broker/dealers.
At least three broker/dealers shall be contacted for each transaction and their bid and offering prices shall be recorded.
If the Town is offered a security for which there is no other readily available competitive offering, the Treasurer will document quotations for comparable or alternative securities.
SELECTION OF BANKS
The Treasurer shall maintain a list of banks and savings banks approved to provide banking services for the Town. To be eligible, a bank must be a member of the Federal Deposit Insurance Corporation, must qualify as a depository of public funds in the State of California as defined in California Government Code Section 53630.5 and shall secure deposits in excess of FDIC coverage in accordance with California Government Code Section 53652.
Authorized banks that accept deposits from the Town shall meet high standards with regard to liquidity, asset quality, profitability and capital adequacy. The Treasurer shall utilize a commercial bank rating service to perform credit analysis on banks seeking authorization.
Banks that in the judgment of the Treasurer no longer offer adequate safety to the Town shall be removed from the Town’s list of authorized banks.
SAFEKEEPING AND CUSTODY
The Treasurer shall select one or more financial institutions to provide safekeeping and custodial services for the Town. A Safekeeping Agreement shall be executed with each custodian bank prior to utilizing that bank's safekeeping services.
Custodian banks will be selected on the basis of their ability to provide services for the Town's account and the competitive pricing of their safekeeping related services.
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The purchase and sale of securities and repurchase agreement transactions shall be settled on a delivery versus payment basis. All securities shall be perfected in the name of the Town.
Sufficient evidence to title shall be consistent with modern investment, banking and commercial practices.
All investment securities, purchased by the Town, will be delivered by book entry and will be held in third-party safekeeping by a Town approved custodian bank or its Depository Trust Company (DTC) participant account.
All Fed wireable book entry securities owned by the Town shall be held in the Federal Reserve System in a customer account for the custodian bank which will name the Town as “customer.” All DTC eligible securities shall be held in the custodian bank’s DTC participant account and the custodian bank shall provide evidence that the securities are held for the Town as “customer.”
PORTFOLIO PERFORMANCE
The investment portfolio shall be designed to attain a market rate of return throughout budgetary and economic cycles, taking into account prevailing market conditions, risk constraints for eligible securities, and cash flow requirements. The performance of the Town’s investments shall be compared to the average yield on the U.S. Treasury security that most closely corresponds to the portfolio’s weighted average effective maturity. When comparing the performance of the Town’s portfolio, its rate of return will be computed net of all fees and expenses.
REPORTING
Every month, the Treasurer shall prepare a report that conforms to Government Code Section 41004. The report shall be submitted to the Town Clerk within 45 days after the end of each month for inclusion as an agenda item at the next scheduled Town Council meeting. The report shall include the following information:
1. Investment type, issuer, date of maturity, par value and dollar amount invested in all securities, and investments and monies held by the Town;
2. A market value as of the date of the report (or the most recent valuation as to assets not valued monthly) and the source of the valuation;
3. Realized and unrealized gains or losses calculated by amortized cost and by fair value;
4. The weighted average maturity of the portfolio and a percentage breakdown of the total portfolio by maturity;
5. A description of the funds, investments and programs that are under the management of contracted parties;
6. The Town of Los Gatos Environmental, Social and Governance (ESG) scores;
7. A statement of compliance with this Investment Policy or an explanation for noncompliance; and
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8. A statement of the ability to meet expenditure requirements for the next six months, and an explanation of why money will not be available if that is the case.
PROCEDURES
This Investment Policy shall be adopted by resolution of the Town Council. Annually the Town Manager shall present this Investment Policy to the Town Council and the Finance Commission for review to ensure its consistency with the Town’s investment objectives, current law and economic trends. Any amendments to this Investment Policy shall be approved by the Town Council.
APPROVED AS TO FORM:
_________
Gabrielle Whelan, Town Attorney
ITEM NO. 7.
PREPARED BY: Dan Keller
Facilities & Environmental Services Manager
Reviewed by: Town Manager, Assistant Town Manager, Town Attorney, Finance Director, and Parks and Public Works Director
110 E. Main Street Los Gatos, CA 95030 ● (408) 354-6832 www.losgatosca.gov
TOWN OF LOS GATOS
COUNCIL AGENDA REPORT
MEETING DATE: 03/18/2025
ITEM NO: 8
DATE: March 13, 2025
TO: Mayor and Town Council
FROM: Chris Constantin, Town Manager
SUBJECT: Authorize the Town Manager to Execute a Five-Year Agreement for Services with Sweeping Corp of America for Additional Street Sweeping Services and to Provide Emergency Call Out Sweeping for a Total Agreement Amount Not to Exceed $235,308
RECOMMENDATION:
Authorize the Town Manager to execute five-year Agreement for Services with Sweeping Corp of America for additional street sweeping services and to provide emergency call out sweeping as needed for a total agreement amount not to exceed $235,308.
BACKGROUND:
Since July of 2024, Sweeping Corporation of America (SCA) has been providing street sweeping services for the Town through an agreement managed by the Town’s trash and recycle hauling company, West Valley Recycles (WVR). The cost of this service is paid through the waste collection rates residents pay to WVR. Prior to this contracted service, Town staff provided all street sweeping services.
The street sweeping provided through WVR occurs once per month, consistent with the level of service previously provided by Town staff. During the fall months of November and December, extra street sweeping is needed to address leaf fall. Additionally, on call sweeping services are needed to address emergencies, such as spills and illicit dumps which can enter our storm drains.
ITEM NO. 8.
PAGE 2 OF 3
SUBJECT: Authorize the Town Manager to Execute a Five-Year Agreement for Services with Sweeping Corp of America
DATE: March 13, 2025
DISCUSSION:
Since July of 2024, Town staff has continued to provide supplemental street sweeping services as needed. The Town owned street sweeper is at the end of life making it increasingly unreliable for staff use. As such, staff is recommending this supplemental agreement with SCA using the Single Source option under the Town’s Purchasing Policy. The Single Source contract allows the Town to use SCA for this work and will provide continuity and consistency of service that could not be achieved if the Town were to contract with a different third-party contractor.
The proposed agreement structure ensures continuity of service while maximizing savings over multiple years. Additionally, the contract includes cancellation provisions should the need arise during the contract term.
The current value of the five-year term (excluding potential future consumer price index adjustments) is $235,308 and the yearly breakdown of costs under the new contract will be:
Annual Breakdown: Dates: Amount
Year 1 (FY2024/25) 4/1/25 through 6/30/25 $24,012
Year 2 (FY2025/26) 7/1/25 through 6/30/26 $52,824
Year 3 (FY2026/27) 7/1/26 through 6/30/27 $52,824
Year 4 (FY2027/28) 7/1/27 through 6/30/28 $52,824
Year 5 (FY2028/29) 7/1/28 through 6/30/29 $52,824
Future year contract amounts will be adjusted based on the Consumer Price Index with amendments to the agreement cost brought forward when needed. Staff is seeking the fiveyear agreement recognizing that the future years will be subject to operating budget appropriations.
CONCLUSION:
Staff recommends authorizing this agreement to provide for required on call street sweeping of Town streets.
FISCAL IMPACT:
There are sufficient funds available in the FY 2025/26 Parks and Public Works Streets and Signals Program (5401) Operating Budget Account 63361 for the contract.
ITEM NO. 8.
PAGE 3 OF 3
SUBJECT: Authorize the Town Manager to Execute a Five-Year Agreement for Services with Sweeping Corp of America
DATE: March 13, 2025
ENVIRONMENTAL ASSESSMENT:
In accordance with CEQA Guidelines Section 15378(b)(5), approval of this agreement is not a project subject to CEQA because it is an administrative activity that will not impact the environment.
Attachment:
1. Agreement for Services with Exhibit A - Proposal
ITEM NO. 8.
Agreement for Services
Sweeping Corp of America
AGREEMENT FOR SERVICES
PREAMBLE
THIS AGREEMENT is dated for identification on March 18, 2025 by and between TOWN OF LOS GATOS, a California municipal corporation, (“Town”) and Sweeping Corp of America (“Service Provider”), identified as an (LLC) and whose address is 1113 N. Shaw Road, Stockton, CA 95215. This Agreement is made with reference to the following facts.
I. RECITALS
1.1 For the services described in this Agreement, and Service Provider was selected as a single source Service Provider.
1.2 Service Provider represents and affirms that it is willing to perform the desired work pursuant to this Agreement.
1.3 Town desires to engage Service Provider to provide Additional and on-call street sweeping (beyond existing contract).
1.4 Service Provider warrants it possesses the distinct professional skills, qualifications, experience, and resources necessary to timely perform the services described in this Agreement. Service Provider acknowledges Town has relied upon these warranties to retain Service Provider.
II. AGREEMENTS
2.1 Scope of Services. Service Provider shall provide services as described in that certain Proposal sent to the Town on December 30, 2024 which is hereby incorporated by reference and attached as Exhibit A.
2.2 Term and Time of Performance. The effective date of this Agreement shall begin upon execution through June 30, 2029, subject to appropriation of funds, notwithstanding any other provision in this agreement.
2.3 Compliance with Laws. The Service Provider shall comply with all applicable laws, codes, ordinances, and regulations of governing federal, state and local laws. Service Provider represents and warrants to Town that it has all licenses, permits, qualifications and approvals of whatsoever nature which are legally required for Service Provider to practice its profession. Service Provider shall maintain a Town of Los Gatos business license pursuant to Chapter 14 of the Code of the Town of Los Gatos.
2.4 Sole Responsibility. Service Provider shall be responsible for employing or engaging all persons necessary to perform the services under this Agreement.
2.5 Information/Report Handling. All documents furnished to Service Provider by the Town and all reports and supportive data prepared by the Service Provider under this Agreement are ATTACHMENT 1
ITEM NO. 8.
Agreement for Services
Sweeping Corp of America
the Town’s property and shall be delivered to the Town upon the completion of services or at the Town's written request. All reports, information, data, and exhibits prepared or assembled by Service Provider in connection with the performance of its services pursuant to this Agreement are confidential until released by the Town to the public, and the Service Provider shall not make any of these documents or information available to any individual or organization not employed by the Service Provider or the Town without the written consent of the Town before such release. The Town acknowledges that the reports to be prepared by the Service Provider pursuant to this Agreement are for the purpose of evaluating a defined project, and Town's use of the information contained in the reports prepared by the Service Provider in connection with other projects shall be solely at Town's risk, unless Service Provider expressly consents to such use in writing. Town further agrees that it will not appropriate any methodology or technique of Service Provider which is and has been confirmed in writing by Service Provider to be a trade secret of Service Provider.
2.6 Compensation: Compensation for year one (FY 2024/25) shall not exceed $24,012. Compensation for future years will be the base cost of $52,824 and shall be adjusted upward annually for the remaining term of this agreement by the change, if any, in the San Francisco-Oakland-San Jose Metropolitan Area Consumer Price Index for All Urban Consumers, all items (CPI). The adjustment shall be based upon the CPI published on December 31 of the preceding year. If the CPI indicates a downward adjustment, compensation would remain at the base amount. Payment shall be based upon Town approval of each task.
Year 1 – FY 2024/25 = $24,012
Year 2 – FY 2025/26 = $52,824
Year 3 – FY 2026/27 = $52,824
Year 4 – FY 2027/28 = $52,824
Year 5 – FY 2028/29 = $52,824
For a total agreement not to exceed $235,308*
*Total compensation does not include CPI adjustments for Years 2-5.
ITEM NO. 8.
Agreement for Services
Sweeping Corp of America
2.7 Billing. Billing shall be monthly by invoice within thirty (30) days of the rendering of the service and shall be accompanied by a detailed explanation of the work performed by whom at what rate and on what date. Also, plans, specifications, documents or other pertinent materials shall be submitted for Town review, even if only in partial or draft form.
Payment shall be net thirty (30) days. All invoices and statements to the Town shall be addressed as follows:
Invoices:
Town of Los Gatos
Attn: Accounts Payable
P.O. Box 655
Los Gatos, CA 95031-0655
Email (preferred): [email protected]
2.8 Availability of Records. Service Provider shall maintain the records supporting this billing for not less than three years following completion of the work under this Agreement. Service Provider shall make these records available to authorized personnel of the Town at the Service Provider offices during business hours upon written request of the Town.
2.9 Assignability and Subcontracting. The services to be performed under this Agreement are unique and personal to the Service Provider. No portion of these services shall be assigned or subcontracted without the written consent of the Town.
2.10 Independent Contractor. It is understood that the Service Provider, in the performance of the work and services agreed to be performed, shall act as and be an independent contractor and not an agent or employee of the Town. As an independent contractor he/she shall not obtain any rights to retirement benefits or other benefits which accrue to Town employee(s). With prior written consent, the Service Provider may perform some obligations under this Agreement by subcontracting, but may not delegate ultimate responsibility for performance or assign or transfer interests under this Agreement. Service Provider agrees to testify in any litigation brought regarding the subject of the work to be performed under this Agreement. Service Provider shall be compensated for its costs and expenses in preparing for, traveling to, and testifying in such matters at its then current hourly rates of compensation, unless such litigation is brought by Service Provider or is based on allegations of Service Provider's negligent performance or wrongdoing.
2.11 Conflict of Interest. Service Provider understands that its professional responsibilities are solely to the Town. The Service Provider has and shall not obtain any holding or interest within the Town of Los Gatos. Service Provider has no business holdings or agreements with any individual member of the Staff or management of the Town or its representatives nor shall it enter into any such holdings or agreements. In addition, Service Provider warrants that it does not presently and shall not acquire any direct or indirect interest adverse to those of the
ITEM NO. 8.
Agreement for Services
Sweeping Corp of America
Town in the subject of this Agreement, and it shall immediately disassociate itself from such an interest, should it discover it has done so and shall, at the Town's sole discretion, divest itself of such interest. Service Provider shall not knowingly and shall take reasonable steps to ensure that it does not employ a person having such an interest in this performance of this Agreement. If after employment of a person Service Provider discovers it has employed a person with a direct or indirect interest that would conflict with its performance of this Agreement Service Provider shall promptly notify Town of this employment relationship, and shall, at the Town's sole discretion, sever any such employment relationship.
2.12 Equal Employment Opportunity. Service Provider warrants that it is an equal opportunity employer and shall comply with applicable regulations governing equal employment opportunity. Neither Service Provider nor its subcontractors do and neither shall discriminate against persons employed or seeking employment with them on the basis of age, sex, color, race, marital status, sexual orientation, ancestry, physical or mental disability, national origin, religion, or medical condition, unless based upon a bona fide occupational qualification pursuant to the California Fair Employment & Housing Act.
III. INSURANCE AND INDEMNIFICATION
3.1 Minimum Scope of Insurance:
i. Service Provider agrees to have and maintain, for the duration of the contract, General Liability insurance policies insuring him/her and his/her firm to an amount not less than: two million dollars ($2,000,000) combined single limit per occurrence for bodily injury, personal injury and property damage. ii. Service Provider agrees to have and maintain for the duration of the contract, an Automobile Liability insurance policy ensuring him/her and his/her staff to an amount not less than one million dollars ($1,000,000) combined single limit per accident for bodily injury and property damage. iii. Service Provider shall provide to the Town all certificates of insurance, with original endorsements effecting coverage. Service Provider agrees that all certificates and endorsements are to be received and approved by the Town before work commences.
General Liability:
i. The Town, its elected and appointed officials, employees, and agents are to be covered as insured as respects: liability arising out of activities performed by or on behalf of the Service Provider; products and completed operations of Service Provider, premises owned or used by the Service Provider. ii. The Service Provider's insurance coverage shall be primary insurance as respects the Town, its elected and appointed officials, employees, and agents. Any
ITEM NO. 8.
Agreement for Services
Sweeping Corp of America
insurance or self-insurances maintained by the Town, its officers, officials, employees or volunteers shall be excess of the Service Provider's insurance and shall not contribute with it.
iii. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the Town, its officers, officials, employees or volunteers.
iv. The Service Provider's insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the limits of the insurer's liability.
3.2 All Coverages. Each insurance policy required in this item shall be endorsed to state that coverage shall not be suspended, voided, cancelled, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the Town. Current certification of such insurance shall be kept on file at all times during the term of this agreement with the Town Clerk.
3.3 Workers’ Compensation. In addition to these policies, Service Provider shall have and maintain Workers' Compensation insurance as required by California law and shall provide evidence of such policy to the Town before beginning services under this Agreement. Further, Service Provider shall ensure that all subcontractors employed by Service Provider provide the required Workers' Compensation insurance for their respective employees. As required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than one million dollars ($1,000,000) per accident for bodily injury or disease.
3.4 Indemnification. The Service Provider shall save, keep, hold harmless and indemnify and defend the Town its elected and appointed officials, agents, employees, and volunteers from all damages, liabilities, penalties, costs, or expenses in law or equity that may at any time arise or be set up because of damages to property or personal injury received by reason of, or in the course of performing work which may be occasioned by a willful or negligent act or omissions of the Service Provider, or any of the Service Provider's officers, employees, or agents or any subcontractor.
IV. GENERAL TERMS
4.1 Waiver. No failure on the part of either party to exercise any right or remedy hereunder shall operate as a waiver of any other right or remedy that party may have hereunder, nor does waiver of a breach or default under this Agreement constitute a continuing waiver of a subsequent breach of the same or any other provision of this Agreement.
4.2 Governing Law. This Agreement, regardless of where executed, shall be governed by and construed to the laws of the State of California. Venue for any action regarding this Agreement shall be in the Superior Court of the County of Santa Clara.
ITEM NO. 8.
Agreement for Services
Sweeping Corp of America
4.3 Termination of Agreement. The Town and the Service Provider shall have the right to terminate this agreement with or without cause by giving not less than fifteen days (15) written notice of termination. In the event of termination, the Service Provider shall deliver to the Town all plans, files, documents, reports, performed to date by the Service Provider. In the event of such termination, Town shall pay Service Provider an amount that bears the same ratio to the maximum contract price as the work delivered to the Town bears to completed services contemplated under this Agreement, unless such termination is made for cause, in which event, compensation, if any, shall be adjusted in light of the particular facts and circumstances involved in such termination.
4.4 Prevailing Wages. This project is subject to the requirements of Section 1720 et seq. of the California Labor Code requiring the payment of prevailing wages, the training of apprentices and compliance with other applicable requirements. Contractors and all subcontractors who perform work on the project are required to comply with these requirements. Prevailing wages apply to all projects over $1,000 which are defined as a “public work” by the State of California.
This includes: construction, demolition, repair, alteration, maintenance and the installation of photovoltaic systems under a Power Purchase Agreement when certain conditions are met under Labor Code Section 1720.6. This include service and warranty work on public buildings and structures.
a. The applicable California prevailing wage rate can be found at www.dir.ca.gov and are on file with the Town of Los Gatos Parks and Public Works Department, which shall be available to any interested party upon request. The contractor is also required to have a copy of the applicable wage determination posted and/or available at each jobsite.
b. Specifically, contractors are reminded of the need for compliance with Labor Code Section 1774-1775 (the payment of prevailing wages and documentation of such), Section 1776 (the keeping and submission of accurate certified payrolls) and 1777.5 in the employment of apprentices on public works projects. Further, overtime, weekend and holiday pay, and shift pay must be paid pursuant to applicable Labor Code section.
c. The public entity for which work is being performed or the California Department of Industrial Relations may impose penalties upon contractors and subcontractors for failure to comply with prevailing wage requirements. These penalties are up to $200 per day per worker for each wage violations identified; $100 per day per worker for failure to provide the required paperwork and documentation requested within a 10-day window; and $25 per day per worker for any overtime violation.
ITEM NO. 8.
Agreement for Services
Sweeping Corp of America
d. As a condition to receiving progress payments, final payment and payment of retention on any and all projects on which the payment of prevailing wages is required, the contractor agrees to present to the TOWN, along with its request for payment, all applicable and necessary certified payrolls (for itself and all applicable subcontractors) for the time period covering such payment request.
The term “certified payroll” shall include all required documentation to comply with the mandates set forth in Labor Code Section 1720 et seq, as well as any additional documentation requested by the Agency or its designee including, but not limited to: certified payroll, fringe benefit statements and backup documentation such as monthly benefit statements, employee timecards, copies of wage statements and cancelled checks, proof of training contributions (CAC2 if applicable), and apprenticeship forms such as DAS-140 and DAS-142. e. In addition to submitting the certified payrolls and related documentation to the TOWN, the contractor and all subcontractors shall be required to submit certified payroll and related documents electronically to the California Department of Industrial Relations. Failure to submit payrolls to the DIR when mandated by the project parameters shall also result in the withholding of progress, retention and final payment.
f. No contractor or subcontractor may be listed on a bid proposal for a public works project unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5 [with limited exceptions from this requirement for bid purposes only under Labor Code section 1771.1(a)]. g. No contractor or subcontractor may be awarded a contract for public work on a public works project, unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5. Contractors MUST be a registered “public works contractor” with the DIR AT THE TIME OF BID. Where the prime contract is less than $15,000 for maintenance work or less than $25,000 for construction alternation, demolition or repair work, registration is not required.
h. Should any contractor or subcontractors not be a registered public works contractor and perform work on the project, Contractor agrees to fully indemnify the TOWN for any fines assessed by the California Department of Industrial Relations against the TOWN for such violation, including all staff costs and attorney’s fee relating to such fine.
ITEM NO. 8.
Agreement for Services
Sweeping Corp of America
i. The TOWN shall withhold any portion of a payment; including the entire payment amount, until certified payroll forms and related documentation are properly submitted, reviewed and found to be in full compliance. In the event that certified payroll forms do not comply with the requirements of Labor Code Section 1720 et seq., the TOWN may continue to hold sufficient funds to cover estimated wages and penalties under the contract.
4.5 Amendment. No modification, waiver, mutual termination, or amendment of this Agreement is effective unless made in writing and signed by the Town and the Service Provider.
4.6 Disputes. In any dispute over any aspect of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, including costs of appeal.
4.7 Notices. Any notice required to be given shall be deemed to be duly and properly given if mailed postage prepaid, and addressed to:
Town of Los Gatos
Attn: Town Clerk
110 E. Main Street
Los Gatos, CA 95030
Sweeping Corp of America
1113 N. Shaw Road
Stockton, CA 95215
or personally delivered to Service Provider to such address or such other address as Service Provider designates in writing to Town.
4.8 Order of Precedence. In the event of any conflict, contradiction, or ambiguity between the terms and conditions of this Agreement in respect of the Products or Services and any attachments to this Agreement, then the terms and conditions of this Agreement shall prevail over attachments or other writings.
4.9 Entire Agreement. This Agreement, including all Exhibits, constitutes the complete and exclusive statement of the Agreement between the Town and Service Provider. No terms, conditions, understandings or agreements purporting to modify or vary this Agreement, unless hereafter made in writing and signed by the party to be bound, shall be binding on either party.
ITEM NO. 8.
Agreement for Services
Sweeping Corp of America
IN WITNESS WHEREOF, the Town and Service Provider have executed this Agreement.
Town of Los Gatos by:
________________________________________
Chris Constantin, Town Manager
Sweeping Corp of America by:
________________________________________
Daniel Brad Becker , President
Recommended by:
________________________________________
Nicolle Burnham,
Director of Parks and Public Works
Approved as to Form:
________________________________________
Gabrielle Whelan, Town Attorney
Attest:
________________________________________
Wendy Wood, CMC, Town Clerk
ITEM NO. 8.
1113 N Shaw Rd Stockton Ca 95215
Dear Daniel,
Below is the sweep proposal for the Town of Los Gatos
Location: Los Gatos, CA
Scope of work: Additional residential sweeping on-call/ emergency sweeping.
Additional scheduled residential sweeping 63.00 per curb mile (Prevailing wage rate).
Approx. 324 monthly curb miles. (13 routes including bike lanes and parking lots) Frequency: residential 1X per month (see calendar attached i.e.) Includes bike lanes and parking lots swept 1x per month.
Downtown weekly 4x per month.
On-call sweeping $265 per hr.
Emergency sweeping $300.00 per hr. (4hr min portal to portal Additional residential per month billing $20,412.00
*+annual CPI
Debris: dump at city yard.
*Equipment: Tymco 600/A7000- SWPPP-Storm Water Certified.
Please let me know if there is anything we can assist with.
Thanks,
Jesse Alvarado
Region Operations Manager
Sweeping Corp of America (Operating as Contract Sweeping Services) 1113 N Shaw rd, Stockton, CA 95215
O-408-498-4631 I C-209-229-5999
[email protected]
Customer Support
[email protected]
EXHIBIT A
NOTE:
2sw @ $20,412 = 40,824
10- 4hr call-outs =12,000
Annual cost $52,824
ITEM NO. 8.
ITEM NO. 8.
PREPARED BY: Gabrielle Whelan
Town Attorney
Reviewed by: Town Manager and Finance Director
110 E. Main Street Los Gatos, CA 95030 ● (408) 354-6832 www.losgatosca.gov
TOWN OF LOS GATOS
COUNCIL AGENDA REPORT
MEETING DATE: 03/18/2025
ITEM NO: 9
DATE: March 13, 2025
TO: Mayor and Town Council
FROM: Gabrielle Whelan, Town Attorney
SUBJECT: Approve the First Amendment to the Purchase and Sale Agreement for Property Adjacent to Shannon Road to Include the Assignment and Assumption of Purchase Agreement; and Authorize the Town Manager to Execute the Agreement
RECOMMENDATION:
Approve the First Amendment to the Purchase and Sale Agreement for Property Adjacent to Shannon Road to include the Assignment and Assumption of Purchase Agreement; and Authorize the Town Manager to Execute the Agreement.
BACKGROUND:
The Town executed a purchase and sale agreement with John Hoffee for the purchase of real property adjacent to Shannon Road. The real property is needed by the Town in order to make repairs to Shannon Road.
After execution of the purchase and sale agreement, Mr. Hoffee transferred the real property to the “Shannon Road LLC.”
DISCUSSION:
This transfer of the real property will necessitate an amendment to the previously executed purchase and sale agreement to assign Mr. Hoffee’s rights to Shannon Road LLC, have Shannon Road LLC assume Mr. Hoffee’s obligations, and clarify that both Mr. Hoffee and the Shannon Road LLC release the Town from any claims.
ITEM NO. 9.
PAGE 2 OF 2
SUBJECT: Assignment and Amendment of Purchase and Sale Agreement (Shannon Road) DATE: March 13, 2025
CONCLUSION:
Staff recommends that the Town Council approve the proposed Assignment and Amendment of Purchase and Sale Agreement and authorize its execution by the Town Manager.
COORDINATION:
This report was coordinated with the Director of Parks and Public Works.
FISCAL IMPACT:
There is no fiscal impact to the Town in that the Assignment and Amendment of the Purchase and Sale Agreement has been prepared by Mr. Hoffee, the original seller.
ENVIRONMENTAL ASSESSMENT:
Approval and execution of the Assignment and Amendment to the Purchase and Sale Agreement is not a project defined under CEQA because it amends the identity of the seller and will not impact the physical environment, and no further action is required.
Attachments:
1. Assignment and Amendment of Purchase and Sale Agreement
2. Original Purchase and Sale Agreement
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PREPARED BY: Sean Mullin, AICP
Planning Manager
Reviewed by: Town Manager, Town Attorney, Community Development Director, and Finance Director 110 E. Main Street Los Gatos, CA 95030 ● (408) 354-6832 www.losgatosca.gov
TOWN OF LOS GATOS
COUNCIL AGENDA REPORT
MEETING DATE: 03/18/2024
ITEM NO: 10
DATE: March 13, 2024
TO: Mayor and Town Council
FROM: Chris Constantin, Town Manager
SUBJECT: Accept the Annual Progress Report for General Plan and Housing Element Implementation.
RECOMMENDATION:
Accept the Annual Progress Report for General Plan and Housing Element implementation.
REMARKS:
Government Code Section 65400 mandates that cities and counties submit an annual report on the status of their General Plan and any progress in its implementation to their legislative bodies. Annual Progress Reports (APRs) must be presented to the local legislative body for its review and acceptance, usually as a consent or discussion item on a regular meeting agenda.
After review and acceptance, a copy of the APR is required to be filed with the Governor’s Office of Planning and Research (OPR) and the Housing and Community Development Department (HCD).
There is no standardized form or format for the preparation of the General Plan APR. The attached APR meets the statutory requirements of State law and highlights key aspects of the Town’s General Plan and Housing Element implementation during the calendar year of 2024 (Attachment 1). Given the State requirements, Exhibit A of Attachment 1 contains a significant amount of data. For enhanced readability, Exhibit A is best reviewed electronically to adjust to the individual reader’s needs.
FISCAL IMPACT:
There is no fiscal impact from accepting the APR.
ITEM NO. 10.
PAGE 2 OF 2
SUBJECT: Annual Progress Report for General Plan and Housing Element Implementation DATE: March 13, 2024
CEQA:
The General Plan Annual Report is not a project under the California Environmental Quality Act (CEQA). It is a type of activity that is Categorically Exempt, Class 6 (Information Collection) based on Section 15306 of the CEQA Guidelines.
Attachment:
1. 2024 General Plan Annual Progress Report, with Exhibit A
ITEM NO. 10.
GENERAL PLAN
2024 ANNUAL PROGRESS REPORT
ATTACHMENT 1
ITEM NO. 10.
INTRODUCTION
The Town Council adopted the Town of Los Gatos 2040 General Plan on June 30, 2022, after an extensive four-year community process to update and build upon the strong foundational framework established by the Town’s 2020 General Plan.
On August 16, 2022, signatures were submitted to the Town in support of a referendum on the Land Use and Community Design Elements of the adopted 2040 General Plan. The referendum proposes that the Land Use and Community Design Elements of the 2040 General Plan be repealed. Once the referendum signatures were verified by the County Registrar in late September, the 2040 General Plan Land Use and Community Design Elements were suspended in accordance with Elections Code Section 9237.
On October 4, 2022, Town Council adopted a Resolution to confirm suspension of the 2040 General Plan Land Use and Community Design Elements and provide that the 2020 General Plan Land Use and Community Design Elements govern during the suspension period.
On January 30, 2023, the Town adopted its 2023-2031 Housing Element which is a required sub-element of the General Plan.
On April 2, 2024, the Town Council adopted Resolution 2024-015 to rescind the Land Use Element and Community Design Elements of the 2040 General Plan. Therefore, the Town’s current General Plan consists of the Land Use Element and Community Design Element of the 2020 General Plan, and the remaining elements of the 2040 General Plan.
On June 4, 2024, the Town Council adopted a revised 2023-2031 Housing Element after working with HCD to respond to their comments.
The adopted Housing Element was certified by HCD on July 10, 2024.
Government Code Section 65400 mandates that cities and counties submit an annual report on the status of their General Plan and any progress in its implementation to their legislative bodies. Annual Progress Reports (APRs) must be presented to the local legislative body for its review and acceptance, usually as a consent or discussion item on a regular meeting agenda.
ITEM NO. 10.
2024 SIGNIFICANT PROJECTS
The following significant Planning efforts made progress or were completed in 2024:
Housing Element Update
The Housing Element update process started in 2021 and continued through 2024. The work included numerous meetings of the Housing Element Advisory Board (HEAB) and extensive community outreach. A Draft Housing Element was developed and submitted to HCD in October 2022, and adopted by Town Council on January 30, 2023. A revised Housing Element was adopted by the Town Council on June 4, 2024, and certified by HCD on July 10, 2024.
Zoning Changes to Implement the Housing Element
Zoning changes required for implementation of the 2023-2031 Housing Element, including the creation of a Housing Element Overlay Zone (HEOZ) and application of the overlay to the sites in the Sites Inventory of the 2023-2031 Housing Element, were completed and went into effect on December 21, 2023. Amendments to the HEOZ per direction by HCD were adopted by the Town Council on March 5, 2024, and went into effect on April 4, 2024. Height Pole and Netting Policy Amendment
Implementation Program AW of the adopted Housing Element required the Town to update the Story Pole and Netting Policy (Story Pole Policy). In response to Implementation Program AQ, the Town initiated modifications to the Story Pole Policy. On April 26, 2023, and May 24, 2023, the Planning Commission reviewed and recommended approval of the revised Story Pole Policy with additional recommendations. On August 1, 2023, December 5, 2023, and April 2, 2024, the Town Council reviewed and made further recommended changes. On April 16, 2024, the Town Council adopted a revised Story Pole Policy. Program R, Density Bonus Ordinance
Implementation Program R of the adopted Housing Element required the Town’s Density Bonus Ordinance to be amended to comply with current State law. On November 13, 2024, Planning Commission reviewed and recommended approval of the draft ordinance.
Amendments to the Town’s Density Bonus Ordinance were adopted by the Town Council on December 17, 2024, and went into effect on January 16, 2025. Program AD, Low Barrier Navigation Centers
Implementation Program AD of the adopted Housing Element required the Town to amend the Zoning Code to include Low Barrier Navigation Centers. On November 13, 2024, Planning Commission reviewed and recommended approval of the draft ordinance. The ordinance was adopted by the Town Council on December 17, 2024, and went into effect on January 16, 2025.
ITEM NO. 10.
Program AU, Replacement Unit Housing
Implementation Program AU of the adopted Housing Element required the Town to adopt a Replacement Unit Housing policy. On November 13, 2024, Planning Commission reviewed and recommended approval of the draft ordinance and draft guidelines. The ordinance and guidelines were adopted by the Town Council on December 17, 2024, and the ordinance went into effect on January 16, 2025.
Program AA, Parking Standards
Implementation Program AA of the adopted Housing Element required the Town make specific updates that would reduce parking standards in the Town. On December 11, 2024, the Planning Commission reviewed and recommended approval of the draft ordinance with additional recommendations. The ordinance was adopted by the Town Council on February 4, 2025, and the ordinance went into effect on March 6, 2025. Program AQ, Zoning Code Amendments
Implementation Program AQ of the adopted Housing Element required the Town to comply with state law and to ensure that there are adequate sites available to accommodate the identified sites in the Sites Inventory. On December 11, 2024, the Planning Commission reviewed and recommended approval of the draft ordinance. The ordinance was adopted by the Town Council on February 4, 2025, and the ordinance went into effect on March 6, 2025.
HOUSING ELEMENT ANNUAL PROGRESS
The Housing Element Annual Progress Report for 2024 is attached as Exhibit A.
PROPERTIES ANNEXED TO THE TOWN IN 2024
The Town Council approved the following annexation to the Town of Los Gatos from Unincorporated Santa Clara County in 2024:
Los Gatos Boulevard No. 20: 15810 Los Gatos Boulevard (approximately 0.521 acres) Approved November 7, 2023, with a revised resolution per the Santa Clara County Local Agency Formation Commission (LAFCO) approved on January 16, 2024. Blackberry Hill Road No. 06: 15405 Blackberry Hill Road (approximately 2.1 acres) Approved February 20, 2024.
El Gato Lane No. 06: 15575 El Gato Lane (approximately 0.563 acres) Approved June 18, 2024, with a revised resolution per LAFCO approved on August 20, 2024.
ITEM NO. 10.
Jurisdiction Los Gatos ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Application
Status Project Type Notes
2 3 4 6 7 8 9 11 12 13
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted
(see
instructions)
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
Low-Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total
PROPOSED
Units by
Project
Total
APPROVED
Units by
project
Total
DISAPPROVE
D Units by
Project
Please select
state
streamlining
provision/s the
application was
submitted
pursuant to.
Did the
housing
development
application
seek incentives
or concessions
pursuant to
Government
Code section
65915?
Were
incentives or
concessions
requested
pursuant to
Government
Code section
65915
approved?
Please
indicate the
status of the
application.
Is the project
considered a
ministerial
project or
discretionary
project?
Notes+
Summary Row: Start Data Entry Below 0 16 205 13 0 11 861 1106 29 0 52920056 17063 Pine Ave D-25-011, B24-0090, ADR24-0003 ADU R 2/2/2024 1 1 1 NONE No N/A Approved Ministerial 52718009 14910 Laga Vista Dr D-25-039, B24-0121, ADR24-0004 ADU R 2/13/2024 1 1 NONE No N/A Pending Ministerial 40915021 14329 Mulberry Dr TUD24-001 2 to 4 O 2/22/2024 1 1 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
52928001, -002 143-151 Main Street S-24-007, M-24-004 5+ O 2/28/2024 6 24 30 NONE No N/A Pending Discretionary 52325034 15970 Stephenie Ln D-24-008, ADR24-0013 ADU R 3/1/2024 1 1 1 NONE No N/A Approved Ministerial 40929009 17347 Clearview Dr D-25-037, B24-0191, ADR24-0006 ADU R 3/7/2024 1 1 NONE No N/A Pending Ministerial 42407064 14849 Los Gatos Blvd S-24-008, M-24-005 5+ O 3/8/2024 24 96 120 NONE No N/A Pending Discretionary 42422014 15510/15514 Benedict Ln D-25-013, B24-0194, ADR24-0007 ADU R 3/8/2024 1 1 1 NONE No N/A Approved Ministerial 42430025 17070 /17074 Wild Way D-24-010, B21-0795, ADR24-0010 ADU R 3/8/2024 1 1 1 NONE No N/A Approved Ministerial 53201085, -086 16492 Los Gatos Blvd S-24-009, M-24-006 5+ O 3/18/2024 2 8 10 NONE No N/A Pending Discretionary 40710003 590/590-A More Ave D-24-012, B24-0242, ADR24-0009 ADU R 4/2/2024 1 1 1 NONE No N/A Approved Ministerial 41015044 242/242-A Thurston St D-24-011, B24-0257, ADR24-0011 ADU R 4/8/2024 1 1 1 NONE No N/A Approved Ministerial 40714006 14520 Quito Rd D-25-033, B24-0263, ADR24-0012 ADU R 4/9/2024 1 1 NONE No N/A Pending Ministerial 52306043 16705 Shannon Rd D-25-014, B24-0306, ADR24-0014 ADU R 4/23/2024 1 1 1 NONE No N/A Approved Ministerial 53233023 225/225-A Cerro Chico D-24-014, B24-0324, ADR24-0015 ADU R 4/30/2024 1 1 NONE No N/A Pending Ministerial 42417035, -036 15300 Los Gatos Blvd S-24-018, M-24-009 5+ O 5/10/2024 35 140 175 NONE No N/A Pending Discretionary 42418023 142 Oakmont Way D-25-017, B24-0365, ADR24-0018 ADU R 5/13/2024 1 1 1 NONE No N/A Approved Ministerial 53236059 128 Yosemite Ave D-24-013, B24-0363, ADR24-0017 ADU R 5/13/2024 1 1 NONE No N/A Pending Ministerial 42419048, -049 15349 Los Gatos Blvd S-24-015, M-24-008 5+ O 5/16/2024 11 44 55 NONE Yes N/A Pending Discretionary 52743024 181/181-A Howes Dr D-25-015, B24-0391, ADR24-0019 ADU R 5/20/2024 1 1 1 NONE No N/A Approved Ministerial 52731029 185 Bacigalupi Dr TUD24-003 2 to 4 O 5/22/2024 2 2 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
42444044 109/109-A Mojonera Ct D-24-022, B24-0408, ADR24-0023 ADU R 5/31/2024 1 1 1 NONE No N/A Approved Ministerial 53204073 16478/16480 Hilow Rd D-25-038, B24-00411, ADR24-0024 ADU R 6/3/2024 1 1 1 NONE No N/A Approved Ministerial 53208017 53208067 16705 Hilow Rd (formerly 16500 Marchmont) S-24-021, ADR24-0021 SFD O 6/11/2024 1 1 NONE No N/A Pending Discretionary 53208067 16705 Hilow Rd (formerly 16500 Marchmont) S-24-021 ADU R 6/11/2024 1 1 NONE No N/A Pending Ministerial 53217038 16497 S. Kennedy Rd S-24-037 SFD O 6/20/2024 1 1 NONE No N/A Pending Discretionary 52756034 551 Santa Rosa Rd D-25-027, B24-0468, ADR24-0026 ADU R 6/24/2024 1 1 1 NONE No N/A Approved Ministerial 51018048 140/142 Massol Ave D-25-016, B24-0403, ADR24-0022 ADU R 7/1/2024 1 1 1 NONE No N/A Approved Ministerial 42411004 42411088 16188 Camino del Sol (former 16184) ULS23-006, TUD24-002, ADR24-0001 ,ADR24-0034, B24-0592, B240593 2 to 4 O 7/8/2024 2 2
2 SB 9 (2021) -
Duplex in SF
Zone
No N/A Approved Ministerial
52702013 15975 Quail Hill Rd D-25-018, B24-0510, ADR24-0029 ADU R 7/10/2024 1 1 1 NONE No N/A Approved Ministerial 52934104 3/7 Kimble Ave D-24-018, B24-0521, ADR24-0030 ADU R 7/12/2024 1 1 1 NONE No N/A Approved Ministerial 53724030 200 Happy Acres Rd S-24-039 SFD O 7/18/2024 1 1 NONE No N/A Pending Discretionary 52756027 119 Harwood Ct S-24-040, ULS24-002 SFD O 7/19/2024 1 1 SB 9 (2021) -
Residential Lot
Split
No N/A Pending Discretionary
53235047 1/3 Gem D-25-019, B24-0559, ADR24-0031 ADU R 7/23/2024 1 1 1 NONE No N/A Approved Ministerial 523226006 52326047 16011/16013 Stephenie Ln TUD24-006, B24-1014, ADR24-0042, ULS23-007 2 to 4 O 7/25/2024 2 2
2 SB 9 (2021) -
Residential Lot
Split
No N/A Approved Ministerial
53730018 16139 Cerro Vista Dr D-21-057, B24-0578, ADR24-0032 ADU R 7/31/2024 1 1 NONE No N/A Pending Ministerial 53711031 17601 Wagner Rd D-25-031, B24-0587, ADR24-0033 ADU R 8/5/2024 1 1 1 NONE No N/A Approved Ministerial 53229092 140 Stacia St D-24-019, B24-0599, ADR24-0035 ADU R 8/7/2024 1 1 NONE No N/A Pending Ministerial 42416006 263-A Longridge Rd B24-0610, D-25-032, ADR24-0037 ADU R 8/12/2024 1 1 1 NONE No N/A Approved Ministerial 53235037 58/60 Fillmer Ave B24-0623, D-25-025, ADR24-0038 ADU R 8/15/2024 1 1 NONE No N/A Pending Ministerial 40630016 14288 Capri Dr S-24-044 5+ O 8/23/2024 24 96 120 NONE No N/A Pending Discretionary 53223107 16530 Cypress Wy TUD22-003, B24-0671, ADR23-0030 SFD O 8/28/2024 1 1 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
42422030 15495 Los Gatos Blvd S-24-046 5+ O 9/3/2024 48 190 238 NONE No N/A Pending Discretionary 40914036 14331/14335 Browns Ln D-24-021, B24-0664, ADR24-0039 ADU R 9/9/2024 1 1 NONE No N/A Pending Ministerial 52921039 17220 Pine Ave TUD24-007 2 to 4 O 9/11/2024
2 2 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
52936006 137/137A Central Ave D-25-043, B24-0786, ADR24-0049 ADU R 9/13/2024 1 1 NONE No N/A Pending Ministerial 42412014 16153 Los Gatos-Almaden Rd ULS23-010, TUD24-008 2 to 4 O 9/13/2024 2 2 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
42408074 14789 Oka Rd S-24-052, M-24-017, ADR24-0036 5+ O 9/17/2024 28 110 138 NONE No N/A Pending Discretionary 52719012 107 Regent Dr D-25-029, B24-0710, ADR24-0043 ADU R 9/17/2024 1 1 1 NONE No N/A Approved Ministerial 53204018 16440 E. La Chiquita Ave D-25-020, B24-0724, ADR24-0044 ADU R 9/19/2024 1 1 1 NONE No N/A Approved Ministerial 41015052 306/306 A Andrews D-25-026, B24-0730, ADR24-0045 ADU R 9/23/2024 1 1 1 NONE No N/A Approved Ministerial Table A
Cells in grey contain auto-calculation formulas
1 5
Project Identifier Unit Types Proposed Units - Affordability by Household Incomes Density Bonus Law Applications
10 Housing Development Applications Submitted
EXHIBIT A
ITEM NO. 10.
53205011 16415 Englewood Ave TUD24-009 2 to 4 O 9/24/2024 1 1 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
53223034 17458 High St D-24-020, B24-0732, ADR24-0046 ADU R 9/24/2024 1 1 NONE No N/A Pending Ministerial 52936027 219/221 Highland Ter B24-0740, D-25-028, ADR24-0047 ADU R 9/25/2024 1 1 1 NONE No N/A Approved Ministerial 42431028 980 University Ave S-24-053, M-24-019 5+ O 9/25/2024 11 57 68 NONE Yes N/A Pending Discretionary 40640009 759 Pollard Rd D-25-021, B24-0782, ADR24-0048 ADU R 10/10/2024 1 1 NONE No N/A Pending Ministerial 53215002 53215036
16401 KENNEDY
ULS22-005, ADR23-0042, S-24-058 SFD O 10/11/2024
1 1 SB 9 (2021) -
Residential Lot
Split
No N/A Pending Ministerial
51045057 43/45 Broadway D-25-003, B24-0807, ADR24-0050 ADU R 10/16/2024 1 1 NONE No N/A Pending Ministerial 53206028 16346-A Robie Ln D-25-024, B24-0818, ADR24-0051 ADU R 10/16/2024 1 1 NONE No N/A Pending Ministerial 52324062 15935/15935A Camino del Cerro D-25-036, B24-0701, ADR24-0041 ADU R 10/17/2024 1 1 NONE No N/A Pending Ministerial 52742080 15928/15928-A Union Ave D-25-004, B24-0823, ADR24-0052 ADU R 10/18/2024 1 1 1 NONE No N/A Approved Ministerial 53241014 16970/16970-A Cypress Way D-24-024, B24-0830, ADR24-0054 ADU R 10/21/2024 1 1 NONE No N/A Pending Ministerial 41014015 647 N Santa Cruz Ave S-24-060, M-24-020 5+ O 10/23/2024 3 8 11 NONE No N/A Pending Discretionary 40702005 115 Smith Creek Dr D-24-023, B23-0489, ADR24-0058 ADU R 10/31/2024 1 1 1 NONE No N/A Approved Ministerial 52907034 441-A University Ave D-24-025, S-23-041, B24-0887, ADR24-0057 ADU R 11/6/2024 1 1 1 NONE No N/A Approved Ministerial 51015003 227 Alexander Ave D-25-006, B-24-0916, ADR24-0059 ADU R 11/15/2024 1 1 NONE No N/A Pending Ministerial 52712007 220 La Terra Ct S-24-063, ADR23-0017 SFD O 11/20/2024 1 1 NONE No N/A Approved Discretionary 52911036 101 Blossom Hill Rd S-24-064, M-24-021, U-24-019 5+ O 11/26/2024 13 50 63 NONE No N/A Pending Discretionary 42444018 16443 Mozart Wy TUD24-010 2 to 4 O 11/26/2024
1 1 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
41011008 41011061 17617/17617A Bruce Ave ULS23-013, TUD24-004, TUD24-005, adr24-0061 2 to 4 O 12/1/2024 2 2 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
41011008 41011060 17625/17625A Bruce Ave ULS23-013, TUD24-004, TUD24-005, adr24-0061 2 to 4 O 12/1/2024 1 1 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
52712005 250 La Terra Ct S-24-065, ADR23-0019 SFD O 12/2/2024 1 1 NONE No N/A Approved Discretionary 52741052 14775 Blossom Hill Rd D-25-001, B24-0884, ADR24-0056 ADU R 12/4/2024 1 1 NONE No N/A Pending Ministerial 40913039 754 Pollard Rd (Lot 1) TUD24-011, ULS24-003 2 to 4 O 12/4/2024 2 2 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
40913039 754 Pollard Rd ((Lot 2) TUD24-012, ULS24-003 2 to 4 O 12/4/2024 2 2 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
53203035 16330-A Shannon Rd D-25-030, B24-0962, ADR24-0060 ADU R 12/4/2024 1 1 NONE No N/A Pending Ministerial 52712008 210 La Terra Ct S-24-066, ADR23-0016 SFD O 12/9/2024 1 1 NONE No N/A Approved Discretionary 52923016 341 Bella Vista Ave ULS23-009, TUD24-013, TUD24-014 2 to 4 O 12/20/2024 4 4 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
ITEM NO. 10.
Jurisdiction Los Gatos ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Table A2
Streamlining Infill
Housing without
Financial Assistance or
Deed Restrictions
Term of
Affordability or
Deed Restriction
Notes
2 3 5 6 8 9 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID
Unit
Category
(SFA,SFD,2 to
4,5+,ADU,MH
)
Tenure
R=Renter
O=Owner
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Entitlement
Date
Approved
# of Units
issued
Entitlements
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Building
Permits Date
Issued
# of Units Issued
Building Permits
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Certificates of
Occupancy or
other forms of
readiness (see
instructions)
Date Issued
# of Units
issued
Certificates
of
Occupancy
or other
forms of
readiness
How many of
the units
were
Extremely
Low Income?
Please select
the state
streamlining
provision the
project was
APPROVED
pursuant to.
(may select
multiple)
Infill Units?
Y/N+
Assistance
Programs for Each
Development
(may select
multiple - see
instructions)
Deed
Restriction Type
(may select
multiple - see
instructions)
For units affordable
without financial
assistance or deed
restrictions, explain how
the locality determined
the units were affordable
(see instructions)
Term of Affordability
or Deed Restriction
(years) (if affordable
in perpetuity enter
1000)+
Number of
Demolished/Destro
yed Units
Demolished
or Destroyed
Units
Demolished/
Destroyed
Units
Owner or
Renter
Total Density Bonus
Applied to the Project
(Percentage Increase in
Total Allowable Units or
Total Maximum
Allowable Residential
Gross Floor Area)
Number of Other
Incentives,
Concessions,
Waivers, or Other
Modifications
Given to the
Project (Excluding
Parking Waivers or
Parking
Reductions)
List the
incentives,
concessions,
waivers, and
modifications
(Excluding
Parking Waivers
or Parking
Modifications)
Did the project
receive a reduction
or waiver of parking
standards? (Y/N)
Notes+
Summary Row: Start Data Entry Below 0 11 0 10 0 7 10 38 0 12 0 7 0 9 7 35 0 11 1 11 0 9 42 74 0 0 42435010 16213 Camino Del Sol D-17-010 ADU R
1 1/12/2018 1
1 11/8/2018 1 1
2/2/2022
1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
40912016
890/892 TEAKWOOD CT
D-22-027, B22-0801 ADU R
2 6/14/2022
2 2 3/29/2023 2 2
2/20/2024
2 NONE Y
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
41015010 15 A Ashler Avenue D-19-048, B19-1129 ADU R
1 12/10/2019
1 1 6/23/2020 1 1
2/28/2024
1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52922004 211 CALDWELL AVE D-22-008, B22-0306 ADU R 1 3/4/2022 1 1 8/10/2022 1 1 2/28/2024 1 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
51019027 40 Hernandez AVE D-22-042, B22-0481
ADU R
1 6/30/2022
1 1 9/8/2022 1 1
2/28/2024
1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
53209018 16664 Topping Way D-18-040, B21-0823 ADU R 1 12/11/2018 1 1 1/28/2022 1 1 3/5/2024 1 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
52730031 135 BELVALE DR D-23-010, B23-0028 ADU R 1 8/4/2023 1 1 9/19/2023 1 1 3/8/2024 1 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
42415018 152 MARICOPA
DR D-21-059, B22-0188
ADU R
1 1/13/2022
1 1 4/20/2022 1 1
3/14/2024
1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
41016004 465 Santa Cruz Ave U-22-001, B22-0697 SFA R
1 6/8/2022
1 1 12/6/2022 1 1
3/18/2024
1 NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
42455054 13160 Sepulveda B18-0315 5+ O 5 7/23/2020 5 5 5/12/2022 5 5 4/6/2024 5 NONE Y 53219031 16200/16202
KENNEDY RD D-21-055, B22-0240
ADU R
1 2/28/2022
1 1 1/4/2023 1 1
4/16/2024
1 NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
53237073 207 A Hollywood Ave D-19-038, B19-1005 ADU R 1 11/14/2019 1 1 1/25/2021 1 1 4/19/2024 1 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
41018018 517 SAN BENITO
AVE D-21-028, B21-0944
ADU R
1 7/7/2021
1 1 1/21/2022 1 1
5/14/2024
1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52919028 508 NINO AVE D-22-054, B22-1050 ADU R 1 11/3/2022 1 1 3/8/2023 1 1 5/28/2024 1 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
53218044
211/213 BROOKE ACRES DR
D-22-044, B22-1092 ADU R
1 7/19/2022
1 1 6/16/2023 1 1
6/5/2024
1 NONE Y
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
52749024
252 GREGG DR
D-22-050, B22-1054 ADU R
1 10/4/2022
1 1 6/30/2023 1 1
6/11/2024
1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
53219032
16168 KENNEDY RD D-23-017, B23-0266
ADU R
1 3/31/2023
1 1 2/22/2024 1 1
6/12/2024
1 NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
53213012 16568 KENNEDY RD D-23-012, B23-0528 ADU R 1 9/26/2023 1 1 10/11/2023 1 1 6/25/2024 1 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
42455039 13180 Sepulveda B18-0216 5+ O 5 9/18/2018 5 5 5/12/2022 5 5 7/8/2024 5 NONE Y 42455059 13150 Sepulveda B18-0314 5+ O 5 9/18/2019 5 5 5/12/2022 5 5 7/8/2024 5 NONE Y 52933044
9 Reservoir DR
D-22-013, B22-0392 ADU R
1 3/30/2022
1 1 9/13/2022 1 1
7/17/2024
1 NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
42455049 13101 Sepulveda B18-0213 5+ O 5 7/23/2020 5 5 5/12/2022 5 5 7/23/2024 5 NONE Y 52934043 148 A Cleland Ave D-19-032, B20-0358 ADU R 1 9/27/2019 1 1 3/2/2021 1 1 7/25/2024 1 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
51014019 244 ALMENDRA AVE D-22-049, B22-0983 ADU R 1 8/17/2022 1 1 3/20/2023 1 1 8/14/2024 1 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
52918051 16191/93/95/97
George Street S-20-025, M-20-008, B22-1027, -1026 2 to 4 O 4 7/27/2022 4 4 9/1/2023 4 4 8/15/2024 4 NONE Y 52936004
145 CENTRAL AVE
D-22-053, B22-0955 ADU R
1 10/10/2022
1 1 2/1/2023 1 1
8/23/2024
1 NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
51014019 246 Almendra Ave S-21-033, B22-1042 SFD O 1 8/17/2022 1 1 3/20/2023 1 1 9/12/2024 1 NONE Y 53205016
16470 Englewood AVE D-21-014, B22-0275
ADU R
1 4/9/2021
1 1 11/29/2021 1 1
9/27/2024
1 NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
42407100 13102 Sepulveda B18-0307 5+ O 7 7/23/2020 7 7 4/4/2023 7 7 9/27/2024 7 NONE Y 53209040
16635 Marchmont Dr
S-22-015, S-23-022, B22-0997, D-23-0 ADU R
1 9/20/2022
1 1 4/11/2023 1 1
10/22/2024
1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52934051
12 OAK HILL
D-25-010, B23-1187, ADR23-0065 ADU R
1 12/14/2023
1 1 4/4/2024 1 1
10/30/2024
1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
42422014 15510/15514 Benedict Ln D-25-013, B24-0194, ADR24-0007 ADU R 1 7/10/2024 1 1 7/10/2024 1 1 11/5/2024 1 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
53229093
146 STACIA
D-24-009, B20-0645, ADR23-0063 ADU R
1 1/30/2024
1 1 1/30/2024 1 1
11/14/2024
1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
40715016
205/207 MISTLETOE RD
D-22-001, B22-0747 ADU R
1 8/18/2022
1 1 1/13/2023 1 1
11/15/2024
1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
51045041 101 BROADWAY D-21-001, B21-0443 ADU R 1 1/16/2021 1 1 1/7/2022 1 1 12/4/2024 1 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
42455066 13116 Sepulveda B18-0310 5+ O 7 7/23/2020 7 7 4/4/2023 7 7 12/16/2024 7 NONE Y 53214021 128 LONGMEADOW DR D-23-008, B23-0252, ADR23-0027 ADU R 1 7/26/2023 1 1 9/19/2023 1 1 12/17/2024 1 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
52709022
15415/15415-A Santella Ct
S-22-011, B23-0039, D-23-003, ADR23 2 to 4 O
1 1 12/20/2022
2 1 1 7/18/2023 2 1 1
12/18/2024
2 NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
52724035
262 BELVUE DR
D-22-006, B22-0274 ADU R
1 2/22/2022
1 1 5/3/2023 1 1
12/19/2024
1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52305006
16667 SHANNON RD
D-22-026, B22-0476 ADU R
1 5/19/2022
1 1 1/18/2023 1 1
12/20/2024
1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
40914017
17351/17349 WEDGEWOOD AVE
D-22-036, D-23-004, B23-0118 ADU R
1 7/8/2022
1 1 11/29/2023 1 1
12/23/2024
1 NONE Y
Other INC ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52743024 181/181-A Howes Dr D-25-015, B24-0391, ADR24-0019 ADU R 1 9/30/2024 1 1 9/30/2024 1 1 2/7/2025 1 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
52724014 288 BELBLOSSOM D-24-002, B23-0917 ADU R 1 12/12/2023 1 1 1/19/2024 1 1 2/12/2025 1 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
53217027 16461 S. Kennedy Rd S-18-043, B22-0421 SFD O 1 3/22/2022 1 1 11/29/2022 1 1 12/20/2024 1 NONE Y 52937043 40 Alpine D-18-001, B18-0619 ADU R
1 3/19/2018 1
1 7/17/2018 1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52306039 16743 Magneson Loop D-17-005, B18-0255 ADU R
1 10/3/2017 1
1 11/13/2018 1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52728037 108 A Belcrest Dr D-18-042, B18-1075 ADU R
1 12/11/2018
1 1 5/9/2019 1 0
NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
52756030 114 A Colorado D-18-0030, B18-0928 ADU R
1 10/10/2018 1
1 2/5/2020 1 0
NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
529-44-005 52944017 110 A Sisters Court D-19-044, B19-0420 ADU R 1 10/30/2019
1 1 2/28/2020 1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
40927007 14859 Golf Links D-19-036, B19-1055 ADU R 1 11/13/2019 1 1 3/6/2020 1 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
53234071 248 Jared S-16-054, B19-0563 SFD O 1 4/24/2019 1 1 8/21/2020 1 0 NONE Y 56718003 16410 Harwood Rd D-20-024, B21-0946 ADU R
1 10/29/2020
1 1 5/10/2021 1 0
NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
52755039 131/129 Alta Tierra Ct D-21-011, B19-1132 ADU R 1 3/13/2021
1 1 7/8/2021 1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
40904049 232 Calle Marguerita S-18-058, B19-0953 SFD O 1 9/3/2019 1 1 7/16/2021 1 0 NONE Y 52915103 16777 Frank Avenue D-21-004, B21-0234
ADU R 1 2/24/2021
1 1 7/21/2021 1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
51043025 57 Fairview Plaza D-20-025, B21-0765 ADU R 1 1/22/2021 1 1 7/28/2021 1 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
52937042 26 Alpine Ave B18-0959 SFD O 1 12/19/2017 1 1 7/29/2021 1 0 NONE Y 52702007
72 DRYSDALE DR
D-22-031 (JADU), B21-0060 ADU R
1 5/13/2022
1 1 10/4/2021 1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
53226099 16330/16332 CYPRESS WAY D-21-003, B21-0343 ADU R 1 2/4/2021 1 1 11/12/2021 1 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
53229073 15 LOMA ALTA AVE D-21-012, B21-0346 ADU R 1 3/10/2021 1 1 12/8/2021 1 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
53209033
16529/6527 MARCHMONT DR
D-21-015, B22-0837 ADU R
1 3/17/2021
1 1 1/6/2022 1 0
NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
53209032
16515 Marchmont DR D-21-027, B21-0632
ADU R
1 7/7/2021
1 1 1/26/2022 1 0
NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
52916071 400 Blossom Hill Rd (RCFE) S-17-042, B20-0572 5+ R 78 3/27/2019 78 78 3/28/2022 78 0 NONE Y 53209022 16608/16610
Topping WAY D-21-009, B21-0737
ADU R
1 2/19/2021
1 1 5/12/2022 1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
42455044 13111 Sepulveda B18-0215 5+ O 5 7/23/2020 5 5 5/12/2022 5 0 NONE Y 52921036 403 Bella Vista Ave D-21-032, B21-1179
ADU R
1 7/1/2021
1 1 5/20/2022 1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52904019 231/233 EDELEN
AVE D-21-062, B22-0076 ADU R 1 12/22/2021 1 1 6/24/2022 1 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
53223072
16890 CYPRESS WAY D-21-058, B21-1217
ADU R
1 12/10/2021
1 1 10/6/2022 1 0
NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
53217025
16510/16508 KENNEDY RD D-21-044, B21-1114
ADU R
1 10/8/2021
1 1 11/17/2022 1 0
NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
51015011 515 A Bachman
Ave D-21-048, B21-1129
ADU R
1 10/13/2021
1 1 1/9/2023 1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
51015011 515 B Bachman
Ave D-22-022 (JADU), B21-1129
ADU R
1 10/13/2021
1 1 1/9/2023 1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
53218052
112 Forrester RD
D-22-052, B22-0982 ADU R
1 9/28/2022
1 1 2/22/2023 1 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
53205001 16680/16682 SHANNON RD D-22-020, B22-0781 ADU R 1 5/18/2022 1 1 3/10/2023 1 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
52325042
15903 ROCHIN CT
D-22-032, B22-0659 ADU R
1 6/24/2022
1 1 4/24/2023 1 0
NONE Y
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
51044020 44/46 Bayview Ave D-21-046, B22-0356 ADU R
1 11/18/2021
1 1
5/31/2023
1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52323097
15585/15587 CAMINO DEL CERRO
D-22-060, B23-0080, ADR23-0002 ADU R
1 1/4/2023
1 1 6/28/2023 1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
42419033
260 GARDEN LN
D-22-045, B22-0850 ADU R
1 8/4/2022
1 1 7/12/2023 1 0
NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
52326017
16010 Winterbrook RD
D-22-002, B22-0303 ADU R
1 2/2/2022
1 1 7/25/2023 1 0
NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
51020068 62/64 Ellenwood AVE D-22-047, B22-1090 ADU R 1 11/1/2022 1 1 8/2/2023 1 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
42418037
131 HIGHLAND OAKS DR D-23-009, B23-0351
ADU R
1 7/21/2023
1 1 8/11/2023 1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
40914013 17291 Wedgewood AVE D-23-002, B22-1039 ADU R 1 4/24/2023 1 1 8/18/2023 1 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
56764002
16180 HARWOOD RD D-23-015, B23-0580
ADU R
1 9/1/2023
1 1 9/14/2023 1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52702007
72/90 DRYSDALE DR
D-21-030, B23-0220, ADR23-0025 ADU R
1 7/1/2021
1 1 9/22/2023 1 0
NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10
Note: "+" indicates an optional field
Housing with Financial Assistance
and/or Deed Restrictions Project Identifier Demolished/Destroyed Units Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units
ITEM NO. 10.
Jurisdiction Los Gatos ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Note: "+" indicates an optional field
41013004
64 MARIPOSA AVE
D-22-012, B22-0858 ADUR
1 6/10/2022
1 1 9/27/2023
10 NONE
Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
New APN pending 53223095 17621/17623 HIGH ST D-22-011, B23-0122 (Detached ADU) ADU R
1 3/28/2022
1 1 9/28/2023
10 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
52920011 17047/17045 Pine Avenue D-20-006, B20-0377
ADUR
1 6/9/2020
1 1 10/12/2023
10 NONEY
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
51047045 144 Wood Rd S-21-003, B22-0025 SFDO
1 8/25/2021
1 1 11/8/2023
10 NONE
Y
52944021
138/140 PROSPECT AVE
D-22-019, B22-0248 ADUR
1 12/15/2023
1 1 12/15/2023
10 NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
51017004
223 TAIT AVE D-23-001, B22-1057
ADUR
1 6/8/2023
1 1 2/7/2024
10 NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
52914004
15805/7 IZORAH WAY D-23-011, B23-0778
ADUR
1 11/30/2023
1 1 2/9/2024
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
51044027
16490 BONNIE
ADR23-0062, B23-1134, D-24-006 ADUR
1 2/12/2024
1 1 2/14/2024
10 NONE
Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52701002
15977-A SHANNON Rd
D-25-035, B23-0947, ADR23-0049 ADUR
1 2/12/2024
1 1 2/16/2024
10 NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
52343035 232 DANVILLE D-24-001, B23-0915 ADUR
1 2/7/2024
1 1 3/4/2024
10 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
New APN pending 53223107 16550/16550-A Cypress Way D-25-034, B23-0394, ADR23-0011, AD 2 to 4R 2 3/21/2024
2 2 3/21/2024
20 NONEY
ADU/TUDs 751-1100 sq. ft. in size
are consider Moderate Income
Units
52715010
16080/16082 GREENRIDGE TER
D-21-045, B21-1081, S-23-036 ADUR
1 11/3/2021
1 1 5/9/2024
10 NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
41015069 590 MONTEREY AVE/209 Thurston D-21-037, B22-0507 ADUR 1 10/26/2021
1 1 5/15/2024
10 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
53221007 53221021 17119 Crescent Dr D-21-054, ULS23-005, B22-0176 SFD O
1 7/21/2022
1 1 5/30/2024
10 SB 9 (2021) -
Residential Lot Split
Y
40927004
14801 GOLF LINKS
D-24-003, B23-0932 ADUR
1 1/24/2024
1 1 7/3/2024
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52920056 17063 Pine Ave D-25-011, B24-0090, ADR24-0003 ADUR1 5/2/2024
11 7/8/2024
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
40710003 590/590-A More Ave D-24-012, B24-0242, ADR24-0009 ADUR1 4/26/2024
11 8/8/2024
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
41015044 242/242-A Thurston St D-24-011, B24-0257, ADR24-0011 ADUR1 7/25/2024
11 8/22/2024
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
42430025 17070 /17074 Wild Way D-24-010, B21-0795, ADR24-0010 ADUR1 8/15/2024
11 8/28/2024
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
42424019 232 LAS MIRADAS D-24-007, MR-22-019, B23-1114, ADR ADUR 1 3/30/2023
1 1 9/5/2024
10 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
53233023 225/225-A Cerro Chico D-24-014, B24-0324, ADR24-0015 ADUR1 7/12/2024
11 9/18/2024
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52711009 15665 Shady Ln S-22-047, B24-0144, B24-0145 SFDO 1 10/23/2023
1 1 9/24/2024
10 NONEY
42418023 142 Oakmont Way D-25-017, B24-0365, ADR24-0018 ADUR1 9/26/202411 9/26/2024 10 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
51019005
125 GLEN RIDGE AVE/128 Apricot Ln
D-21-038, B22-0210 ADUR
1 12/20/2021
1 1 10/14/2024
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
42416006 263-A Longridge Rd B24-0610, D-25-032, ADR24-0037 ADUR1 10/25/2024
11 10/25/2024
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
42411004 42411088 16188 Camino del Sol (former 16184) ULS23-006, TUD24-002, ADR24-0001 2 to 4 O 2 7/8/2024
2 2 11/21/2024
20 SB 9 (2021) - Duplex
in SF Zone
Y
52306043 16705 Shannon Rd D-25-014, B24-0306, ADR24-0014 ADUR1 11/25/2024
11 11/26/2024
10 NONE
Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
40924026 40924036 109 Sporleder Ct (formerly 105 Newell) B22-1096 SFDO 1 11/6/2018
1 1 12/2/2024
10 NONEY
51018048 140/142 Massol Ave D-25-016, B24-0403, ADR24-0022 ADUR1 12/3/2024
11 12/3/2024
100
NONE
Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
53209039 53209049 16623/16623-A Marchmont Dr D-23-025, B23-1121 ADUR 11 4/4/2024
2 11 12/18/2024
20 NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
40924026 40924037 110 Sporleder Ct (formerly 105 Newell) B22-1097 SFDO 1 11/6/2018
1 1 12/19/2024
10 NONEY
56718051 56718075 102/102A Almond Blossom Ln S-22-035, ADR24-0008, D-24-016, B24 ADUR 1 7/11/2023
1 1 1/21/2025
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
56718051 56718077 104/104A Almond Blossom Ln S-22-034, ADR24-0004, B24-0275 SFDO 1 7/11/2023
1 1 1/21/2025
10 NONEY
56718051 56718076 16220/16220A Harwood Ave S-22-036, ADR24-0008, D-24-015, B24 ADUR 1 8/23/2023
1 1 1/21/2025
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
56718051 56718076 16220/16220A Harwood Ave S-22-036, ADR24-0008, B24-0276 SFDO 1 8/23/2023
1 1 1/21/2025
10 NONEY
56718051 56718077 104/104A Almond Blossom Ln S-22-034, ADR24-0004, D-24-017, B24 ADUR 1 7/11/2023
1 1 1/22/2025
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
56718051 56718075 102/102A Almond Blossom Ln S-22-035, ADR24-0008, B24-0274 SFDO 1 7/11/2023
1 1 1/22/2025
10 NONEY
53204073 16478/16480 Hilow Rd D-25-038, B24-0411, ADR24-0024 ADUR1 12/6/2024
11 1/30/2025
10 NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
40702005 115 Smith Creek Dr D-24-023, B23-0489, ADR24-0058 ADUR1 11/12/2024
11 2/4/2025
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52702013 15975 Quail Hill Rd D-25-018, B24-0510, ADR24-0029 ADUR1 2/5/202511 2/5/2025
10 NONEY
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
52934104 3/7 Kimble Ave D-24-018, B24-0521, ADR24-0030 ADUR1 2/7/202511 2/7/2025 10 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
53235047 1/3 Gem D-25-019, B24-0559, ADR24-0031 ADUR1 2/12/202511 2/12/2025 10 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
52756034 551 Santa Rosa Rd D-25-027, B24-0468, ADR24-0026 ADUR1 10/29/2024
11 2/20/2025
100
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52719012 107 Regent Dr D-25-029, B24-0710, ADR24-0043 ADUR1 1/6/2025
11 2/27/2025
10 NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
52936027 219/221 Highland Ter B24-0740, D-25-028, ADR24-0047 ADUR1 3/4/202511 3/7/2025 10 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
41013040 561 San Benito D-20-029, ADUR
1 1/6/2021
1 1
9/8/2021
10 NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
51041013 32/32-A Walnut Ave D-25-040, B21-1233, ADR24-0027 ADUR 1 8/24/2022
1 00 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
52747033 420/420-A Hershner Way B23-0907, ADR23-0045 ADUR 1 6/27/2024
1 00 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
42444044 109/109-A Mojonera Ct D-24-022, B24-0408, ADR24-0023 ADUR1 11/19/20241 00 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
53209039 53209050 16619/16621 Marchmont Dr D-21-051, TUD22-001, B23-1091 ADUR 11 10/25/2023
2 00 SB 9 (2021) - Duplex
in SF Zone
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
52742080 15928/15928-A Union Ave D-25-004, B24-0823, ADR24-0052 ADUR1 12/5/20241 00 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
53235037 58/60 Fillmer Ave B24-0623, D-25-025, ADR24-0038 ADUR1 1/6/2025
1 00
NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
53204018 16440 E. La Chiquita Ave D-25-020, B24-0724, ADR24-0044 ADUR1 1/24/2025
1 00
NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
52936006 137/137A Central Ave D-25-043, B24-0786, ADR24-0049 ADUR1 3/3/20251 00 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
52923015 and 016 339-341 Bella Vista S-12-103, -104, B21-0422 SFDO 1 9/5/2017
1 00 NONE
Y
42420010 15571 Benedict Ln D-18-012, B19-0139 ADUR
1 5/30/20181
00 NONEY
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
51042051 53 Hernandez D-18-026, B18-0997 ADUR
1 11/1/20181
00 NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
40924026 40924035 103 Sporleder Ct (formerly 105 Newell) B22-1094 SFDO 1 11/6/2018
100 NONEY
40924026 40924038 104 Sporleder Ct (formerly 105 Newell) B22-1095 SFDO 1 11/6/2018
100 NONEY
51047025 100 Clifton Ave D-19-018 ADUR
1 5/29/2019
1 00
NONEY
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
52921044 17250/17260 Pine Ave D-19-016, B19-0602 ADUR
1 6/18/2019
1 00
NONEY
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
40706007 403 Montclair Rd S-14-037, B19-1159 SFDO
1 9/17/2019
100 NONEY
40926010 14652 Golf Links Rd D-19-033, B19-1141 ADUR
1 10/11/2019
1 00 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
40706007 403 A Montclair Road D-19-040, B19-1159 ADUR
1 10/25/2019
1 00
NONEY
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
53229068 53 Whitney/118 Panighetti Pl D-19-041, B19-1131 ADUR 1 12/4/2019
1 00
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
53235048 51/53 Fillmer Ave D-20-002, PRE20-00496 ADUR
1 1/21/2020
1 00 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
52701009 16057 Shannon D-20-003 ADUR
1 1/30/2020
1 00
NONEY
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
40627006 407/409 Dardanelli Lane D-20-004, B23-0894 ADUR 1 2/11/2020
1 00
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
53208009 16614/16626 Marchmont Drive D-20-009, B23-0848 ADUR 1 6/25/2020
1 00 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
51018041 104 Massol Ave D-19-034, B20-0086 ADUR
1 10/3/2020
1 00
NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
52304026 836 Lilac Way D-20-013, B21-0242 ADU
R
1 11/20/2020
1 00 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
40710002 592/594 More Ave D-20-023, B21-0145 ADUR
1 1/15/2021
1 00
NONEY
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
53730005 16000 Cerro Vista Drive D-21-002, PRE20-01008 ADUR 1 2/22/2021
1 00
NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
53229094
118/116 STACIA ST
D-21-018, B21-0607 ADUR
1 4/19/2021
1 00
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52747049
233 GREGG CT
D-21-017, B21-0908 ADUR
1 5/14/2021
1 00
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52757005
16641/16643 HARWOOD RD
D-21-025, B22-0486 ADUR
1 6/24/2021
1 00
NONEY
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
41012030 20/22 MARIPOSA AVE D-21-031, B21-1050 ADUR
1 7/29/2021
1 00 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
40632008
14345 CAPRI DR
D-21-043, B21-1147 ADUR
1 9/30/2021
1 00
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
51045070
48/50 CLIFTON AVE
D-21-041, ADUR
1 11/5/2021
1 00
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
53229063
112/110 STACIA ST
D-21-036, B23-0506 ADUR
1 12/3/2021
1 00
NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
53730018
16135/16139 CERRO VISTA DR
D-21-057, B22-0560 ADUR
1 1/25/2022
1 00
NONEY
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
53730018 16139 Cerro Vista Dr D-21-057, B24-0578, ADR24-0032 ADUR1 1/25/20221 00 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
53205023
16358 Englewood AVE
D-21-061, B22-0455 ADUR
1 2/24/2022
1 00
NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
51018015 100/102 TAIT AVE D-21-050, B22-0661 ADUR
1 3/4/2022
1 00 NONE
Y
ADUs 501-750 sq. ft. in size are
consider Low Income Units
53205002
16668/16670 SHANNON RD
D-22-010, B22-0670 ADUR
1 3/15/2022
1 00
NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
New APN pending 53223095 17621/17621-A High St D21-021, B22-0431 (JADU) ADUR 1 3/24/2022
1 00
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
53239015
17400 Phillips AVE
D-22-015 ADUR
1 4/25/2022
1 00
NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
41013009
75/77 MARIPOSA AVE
D-22-025, B22-0503 ADUR
1 5/18/2022
1 00
NONEY
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
52313025
16400/16402 Lilac LN
D-22-021 ADUR
1 5/26/2022
1 00
NONEY
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
ITEM NO. 10.
Jurisdiction Los Gatos ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Note: "+" indicates an optional field
New APN pending 53223095 17621 High St TUD22-002, ULS23-004 SFD R 1 6/14/2022
1 0 0
SB 9 (2021) -
Residential Lot Split
Y
ADU/TUDs 751-1100 sq. ft. in size
are consider Moderate Income
Units
51045082
31 CLIFTON AVE
D-22-028, D-22-029, B22-1035 ADU R
2 6/15/2022
2 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
53205002
16668 Shannon RD
D-22-040, B22-1102 ADU R
1 6/20/2022
1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52747045 241 GREGG CT D-22-037, B22-0829 ADU R 1 6/30/2022 1 0 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
51043021 83 FAIRVIEW PLZ D-22-018, PRE22-00949 ADU R 1 7/6/2022 1 0 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
41004019 15756/15758 OAK KNOLL CT D-22-038, B22-0610 ADU R 1 7/12/2022 1 0 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
53220012
16484 S KENNEDY RD, Parcel 1
M-20-006, D-23-013, S-21-031, B22-10 ADU R
1 7/13/2022
1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
53220012 16484 S KENNEDY RD, Parcel 2, 16480 M-20-006, S-21-032, B23-0477 SFD O 1 7/13/2022 1 0 0 NONE Y 53711017
14300/14302 ARNERICH RD
D-22-046 ADU R
1 7/28/2022
1 0 0
NONE Y
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
52915092 16790/16788 FRANK AVE D-22-035, B23-0037 ADU R 1 8/25/2022 1 0 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
52939024 334 JOHNSON AVE D-22-048 ADU R 1 9/21/2022 1 0 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
53703078
17915 FOSTER RD
D-22-055, B22-1066 ADU R
1 11/2/2022
1 0 0
NONE Y
ADUs greater than 1101 sq. ft. in
size are consider Above Moderate
Income Units
52704007 15710 SHADY LN D-22-056 ADU R 1 12/14/2022 1 0 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
52325017
15910 ROCHIN TER
D-22-062, B22-1062 ADU R
1 12/20/2022
1 0 0
NONE Y
ADUs 751-1100 sq. ft. in size are
consider Moderate Income Units
52728013 248 BACIGALUPI DR D-22-061, B22-1101 ADU R 1 12/21/2022 1 0 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
52720003 52720004 210 SURMONT DR M-19-003, S-21-004, S-21-23, B23-031 SFD O 1 1/23/2023 1 0 0 NONE Y 52720003 52720005 220 Surmont Dr M-19-003, S-21-004, S-21-23, B23-032 SFD O 1 1/23/2023 1 0 0 NONE Y New APN pending 53223107 16530 Cypress Wy TUD22-003, B24-0671, ADR23-0030 SFD O 1 6/7/2023
1 0 0
SB 9 (2021) - Duplex
in SF Zone
Y
ADU/TUDs 751-1100 sq. ft. in size
are consider Moderate Income
Units
52925003 141 BELLA VISTA S-22-026, D-25-044, B23-1116 ADU R 1 6/20/2023 1 0 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
52926015
22 PLEASANT ST D-23-016, B23-0550, ADR23-0034
ADU R
1 9/5/2023
1 0 0
NONE Y
ADUs below 500 sq. ft. in size are
consider Very Low Income Units
52911013, 038, 039, 040 15860 WINCHESTER BLVD S-21-008 5+ R 113 10/3/2023 113 0 0 NONE Y 42416010 243 LONGRIDGE RD D-23-020, B23-0716, ADR23-0037 ADU R 1 1/30/2024 1 0 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
52907041 407 UNIVERSITY AVE D-23-005, S-21-022 with ADU to be rev ADU R 1 5/24/2024 1 0 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
42412014 16153 Los Gatos-Almaden Rd ULS23-010, TUD24-008 2 to 4 O 2 9/18/2024 2 0 0 SB 9 (2021) - Duplex in SF Zone Y
523226006 52326047 16011/16013 Stephenie Ln TUD24-006, B24-1014, ADR24-0042, 2 to 4 O 2 12/1/2024 2 0 0 SB 9 (2021) - Residential Lot Split Y
41011008 41011061 17617/17617A Bruce Ave ULS23-013, TUD24-004, TUD24-005, a 2 to 4 O 2 12/1/2024 2 0 0 SB 9 (2021) - Duplex in SF Zone Y
41011008 41011060 17625/17625A Bruce Ave ULS23-013, TUD24-004, TUD24-005, a 2 to 4 O 1 12/1/2024 1 0 0 SB 9 (2021) - Residential Lot Split Y
52907034 441-A University Ave D-24-025, S-23-041, B24-0887, ADR24 ADU R 1 12/18/2024 1 0 0 NONE Y ADUs 501-750 sq. ft. in size are
consider Low Income Units
52709036 15365 Santella Ct S-18-052, S-24-002, S-24-069 SFD O 1 3/3/2020 1 0 0 NONE Y 53215002 16405 KENNEDY RD ULS22-005, S-24-058 SFD O 1 7/19/2022 1 0 0 SB 9 (2021) - Residential Lot Split Y
ITEM NO. 10.
Jurisdiction Los Gatos ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 01/31/2023 - 01/31/2031
1 Projection
Period 3 4
RHNA Allocation
by Income Level
Projection
Period -
06/30/2022-
01/30/2023
2023 2024 2025 2026 2027 2028 2029 2030 2031
Total Units to
Date (all
years)
Total Remaining
RHNA by
Income Level
Deed Restricted - - - - - - - - - -
Non-Deed Restricted 4 10 12 - - - - - - -
Deed Restricted - 1 - - - - - - - -
Non-Deed Restricted - 10 7 - - - - - - -
Deed Restricted - - - - - - - - - -
Non-Deed Restricted 18 14 9 - - - - - - -
Above Moderate 826 3 25 7 - - - - - - - 35 791
1,993
25 60 35 - - - - - - - 120 1,873
5 6 7
Extremely lowIncome Need 2023 2024 2025 2026 2027 2028 2029 2030 2031 Total Units to Date
Total Units
Remaining
269 - - - - - - - - - - 269
VLI Deed Restricted
VLI Non Deed Restricted
LI Deed Restricted
LI Non Deed Restricted
MI Deed Restricted
MI Non Deed Restricted
Above Mod Income
Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected]. 279
26 This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs. 41 Moderate
537
310
320
Please contact HCD if your data is different than the material supplied here 18 2
Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
511
292
Please note: For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will only include units that were permitted since the start of the planning period. Projection Period units are in a separate column.
Total RHNA
Total Units
Income Level
Very Low
Low
Extremely Low-Income Units*
Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as very low-income units in section 7 of Table A2. They must also be reported in the extremely low-income category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1). *Extremely low-income housing need determined pursuant to Government Code 65583(a)(1). Value in Section 5 is default value, assumed to be half of the very low-income RHNA. May be overwritten.
Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1).
Please Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data.
ITEM NO. 10.
Jurisdiction Los Gatos
Reporting Year 2024 (Jan. 1 - Dec. 31)
1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation A - Developer Forum Meet once a year to generate a list of opportunities and constraints
Annually provide focus group or Town Hall
meeting opportunities
Completed. SV@Home affordable housing developer roundtable held on 02/27/2025.
B - Large Site Program Facilitate four land divisions and/or lot line adjustments
Annually provide focus group or Town Hall
meeting opportunities New program not yet complete
C - No Net Loss Maintain RHNA capacity Ongoing tracking as developments are approved Maintained and ongoing effort
D - Additional Housing
Capacity for the North
Forty Specific Plan
Facilitate the construction of 45 new
homes for lower-income households 1/1/2025 In progress
E - Affordable
Development on Town
Owned Property
The Town owns two properties that
could be suitable for affordable housing
up to 20 units.
Ongoing effort Ongoing effort
F - Update Permit Software
System Reduce processing time by five percent Review and update regulations as appropriate at biannual years Ongoing effort
G - Study Detached SingleFamily Condominium
Option
Increase the floor area ratio to promote
higher density housing development 12/1/2024 Not yet complete H - Coordination with
Water and Sewer
Providers
Deliver Housing Element Upon adoption of the Housing Element Completed. Housing Element provided to water and sewer providers on 06/13/2023.
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.
Table D
Program Implementation Status pursuant to GC Section 65583
ITEM NO. 10.
I - Senior Housing
Resources
Maintain the existing housing stock by
funding three home repairs to lower
income seniors annually
Ongoing and annual effort; Update
materials annually Ongoing effort.
J - Small Multi-Unit
Housing, “Missing Middle”
Increase the number of housing units,
including the combination of small multiunit housing, religious institutions, Junior Accessory Dwelling Unit (JADU),
and SB 10 by 150 units (including 30 of
these units as being affordable) over
eight years with the goal of achieving
100% of the units in low to medium
density designations and high median
income areas.
12/1/2024 New program not yet complete
K- Lot Consolidation Facilitate nine lot consolidations. 6/1/2025 New program not yet complete L - Below Market Price
Program
Increase number of BMP units annually
by five units with a goal of achieving
30% of new units in high median income
areas
Complete study by June 2025 and
implement recommended policy actions by
December 2028
Not yet complete
M - Establish a
Commercial Linkage Fee
Complete a nexus study to determine if
linkage fees are appropriate
Complete study by June 2024 and
implement recommended actions by
December 2024
In progress
N - Funds for Development
for Extremely Low Income
(ELI) Households
Subsidize five developments which
include extremely low-income
households
Ongoing and annual effort Ongoing effort
ITEM NO. 10.
O - Affordable Housing
Development
- Facilitate the construction of 460 new
homes for moderate to lower-income
households ( 100 for moderate, 190 for
low, and 170 for very-low), including
30% in high median income areas
- Facilitate annual outreach to
developers. Annually identify
development and housing opportunities
- Reduce development impact fees and
permit processing fees for affordable
housing projects for extremely low and
very low units by 10 percent
Ongoing and annual effort; Reduce
development impact fees by January 2026
Ongoing effort; Completed, SV@Home affordable housing developer roundtable held on 02/27/2025 to identify development and housing opportunity sites.
P - Purchase Affordability
Covenants in Existing
Apartments
Affordability covenants for three
housing units with BMP funding to
increase the supply of affordable
housing per year
1/1/2026 Not yet complete
ITEM NO. 10.
Q- Accessory Dwelling
Units
- Facilitate construction of at least 200
ADUs or JADUs with a goal to facilitate
construction of up to 350 ADUs or
JADUs throughout the Planning period
with a goal of 5% of these units being
affordable to lower-income households
and 50% in single-family, high median
income neighborhoods
- Publish pre-approved ADU plans and
templates, including designs that
address ADA and senior housing needs
- Post pre-approved plans on Town
website
- Use the Town’s social media, website,
local press, and community events to
distribute information
- Adopt objective standards to allow
more than one JADU per property by
July 2025
- Facilitate construction of at least 10
JADUs in low density neighborhoods
- Through a homesharing program,
assist at least 50 homeowners in renting
out available ADUs and JADUs,
especially in high/higher resource areas
throughout the Planning period
- Initiate marketing program and
coordinate efforts on pre-approved ADU
plans (2023) and other resources and
services (December 2025)
- Select at least three plans and conduct
media campaign to promote (December
2024)
- Annually monitor the production and
affordability of ADUs
- Amend the ADU Ordinance (January
2024)
- Monitor ADU/JADU production against
projection by July 2027 and develop
strategies to address any potential
shortfall in meeting RHNA by the end of
2027
ADU ordinance amended, production monitoring ongoing
R - Density Bonus
Increase affordable housing units
generated by an amended Density
Bonus Ordinance
- Bonus Ordinance (December 2024)
- Complete study by June 2026 and
implement recommended actions by
December 2029
Completed. Amended Density Bonus adopted by the Town Council on 12/17/2024 S - Congregational Land
Overlay Zone
Increase affordable housing on religious
sites by 25 units. 12/1/2025 New program not yet complete
ITEM NO. 10.
T - Nonprofit Affordable
Housing Providers
Meet with nonprofit affordable housing
providers to identify constraints and
barriers
Ongoing and annual effort to support
nonprofit affordable housing
organizations.
Pursue a homesharing program by
December 2025 and market program
annually with the goal of 5 matches a year.
Completed, SV@Home affordable housing developer roundtable held on 02/27/2025 to identify constraints and barriers to development.
U - Increased Range of
Housing Opportunities for
the Homeless
Support non-profit organizations to
identify emergency shelter, transitional
housing, and permanent housing
opportunities with 20 bed nights
annually.
Ongoing and annual effort Ongoing and annual effort
V - Housing Opportunities
for Persons Living with
Disabilities
Zoning Code amendment to increase the
number of disabled persons housed by
90 units.
12/1/2024 Not yet complete
W - Rental Dispute
Resolution Program
Increase the number of disputes
resolved by 20 percent. Ongoing and annual effort Ongoing and annual effort X - Assistance for Persons
with Developmental
Challenges
Provide rental assistance for persons
with disabilities
Annually follow up on a periodic basis with
service providers to determine outcomes
for referrals and update referral process
and timelines accordingly 2023-2031
period
Not yet complete
Y - Supportive Services for
the Homeless
Continue the Town’s support to provide
funds to WVCS for homeless persons
services
Ongoing and annual effort Ongoing and annual effort
Z - Stabilize Rents
Implement improvement opportunities
for the Rental Dispute Mediation and
Arbitration Ordinance
Complete study by January 2025 and
implement Municipal Code changes by
June 2025
Not yet complete
AA - Reduce Parking
Standards
Zoning Code amendment to reduce
parking standards
Complete study by January 2025 and
implement Town Code changes by June
2025
Completed. Zoning Code amendments adopted by the Town Council on 02/04/25.
ITEM NO. 10.
AB - Allow for 100 Percent
Affordable Residential
Development in Mixed-Use
General Plan Designations
Amend the General Plan and Zoning
Code to allow for 100 percent affordable
housing development in Mixed-Use
General Plan designations
Implement General Plan and Municipal
Code changes by June 2024 In progress
AC - SB 35 Process
Improvements
Measure SB 35 applications processed
per year
12/1/2023 Completed. Application form created, no applications received AD - Low Barrier
Navigation Centers
Zoning Code amendment to include the
definition for “Low Barrier Navigation
Center” consistent with State law
12/1/2023 Completed. Zoning Code amendment adopted by the Town Council on 12/17/24.
AE - Fair Housing Law
Education
Add 50 new subscribers to the Notify me
subscriber list Resources posted by end of January 2023 Completed, resources posted on 10/5/2024.
AF - Transit Oriented
Development
Zoning Code amendment to establish
development standards for transitoriented development
Implement Municipal Code changes by
June 2025 New program not yet complete
AG - Preserve “At-Risk”
Affordable Housing Units
Preserve all 169 publicly assisted
housing units in Los Gatos. Ongoing and annual effort Ongoing effort AH - Rental Housing
Conservation Program Zero loss of rental housing Ongoing and annual effort Ongoing effort AI - Countywide Home
Repair Programs
Three minor home repairs and/or
accessibility improvements annually for
lower income households, including
special needs households
Ongoing and annual effort
Update Town website to provide links to
County programs annually
Ongoing effort
AJ - Town Residential
Rehabilitation Program
Provide rehabilitation to five low-income
homeowner units annually 12/1/2027 New program not yet complete AK - Solar Energy Increase solar energy use through
ministerial building permits Ongoing and annual effort Ongoing effort AL - Town Housing
Resources Guide
Increase the Housing Resources Guide
usage Update materials annually Ongoing effort
AM - Santa Clara County
Fair Housing Consortium Zero displacement Ongoing and annual effort Ongoing effort AN - Community
Education Using a Variety
of Communication
Methods
Increase availability of information. Update materials quarterly Ongoing effort
ITEM NO. 10.
AO - Educate SingleFamily Property Owners
Regarding In-Fill Housing
Options
Provide education on SB 9 and ADU’s. Update materials quarterly Ongoing effort AP - Special Needs
Housing
Amend the Zoning Code to remove
barriers to building special needs
housing
Amend Zoning Code by January 2024
Establish prioritize processing of special
needs housing by January 2028
In progress
AQ - Zoning Code
Amendments
Amend the Zoning Code consistent with
the Housing Element timing
Complete rezonings by January 31, 2024,
and monitoring and evaluation of the HEOZ
developments standards by December
2026.
Completed.
AR - General Plan
Amendment
Adopt General Plan amendments
consistent with the Housing Element
timing.
Complete General Plan amendments by
January 31, 2024 Completed.
AS - Provide Adequate
Sites for Housing, RHNA
Rezoning, and Lower
Income Households on
Nonvacant and Vacant
Sites Previously Identified
The number of housing units entitled
per year on these sites
Rezone all sites in the Sites Inventory to
increase housing on nonvacant and vacant
sites previously identified by January 31,
2023.
Completed.
AT - Affirmative Marketing Number of marketing plans updated. As applications which propose new housing units are submitted and available Ongoing effort AU - Replacement Unit
Program New policy adopted
Adopt a policy by January 2024 and apply
the policy as applications on sites within
the Sites Inventory are received and
processed
Completed. Zoning Code amendment adopted by the Town Council on 12/17/24.
ITEM NO. 10.
AV - Senate Bill 9
Monitoring
Prepare Annual Progress Report and
issue 96 SB 9 units over the eight-year
period
Evaluate effectiveness of SB 9 approvals
every year beginning in 2023; and identify
additional incentives and/or site capacity,
if needed by 2027
Ongoing effort
AW - Story Poles and
Netting Policy
Reduce cost of development by
modifying the story pole requirements
for affordable housing projects.
Implement by March 2024, and evaluate
effectiveness of reduced requirements
every year beginning in 2025; and identify
additional incentives and/or site capacity,
if needed, within six months of need
identification.
Completed. Amended Policy adopted by the Town Council on 04/16/24.
AX - Local Labor Program
List
Annually update the list or upon request
from a local union.
Establish a list by December 31, 2024, to
post online. Completed.
ITEM NO. 10.
AY - Housing Mobility
Provide 160 housing opportunities
affordable to lower income households
by January 2031.
Annually review overall progress and
effectiveness in April and include
information in annual report to HCD. If the
Town is not on track to meet its 160
affordable housing unit goal for the 8-year
RHNA cycle by 2027 (i.e., 80 affordable
units built or in process by 2027), the Town
will consider alternative land use
strategies and make necessary
amendments to zoning or other land use
documents to facilitate a variety of housing
choices, including but not limited to,
strategies that encourage missing middle
zoning (small-scale multi-unit projects),
adaptive reuse, and allowing additional
ADUs and/or JADUs, within six months, if
sufficient progress toward this quantified
objective is not being met.
Ongoing effort
ITEM NO. 10.
PREPARED BY: Erin M. Walters
Senior Planner
Reviewed by: Town Manager, Town Attorney, and Community Development Director 110 E. Main Street Los Gatos, CA 95030 ● (408) 354-6872 www.losgatosca.gov
TOWN OF LOS GATOS
COUNCIL AGENDA REPORT
MEETING DATE: 03/18/2025
ITEM NO: 11
DATE: March 13, 2025
TO: Mayor and Town Council
FROM: Chris Constantin, Town Manager
SUBJECT: The Introduction of an Ordinance Amending Chapter 29 (Zoning Regulations) of the Town Code Regarding Emergency Shelters, Small Employee Housing, Transitional Housing, Supportive Housing, Employee Housing, Group Homes, and Findings for Reasonable Accommodation Requests, Pursuant to Implementation Program AP of the 2023-2031 Housing Element Will Be Rescheduled to a Future Date
REMARKS:
This item was noticed for a Public Hearing on March 18, 2025. However, it has been postponed to allow staff additional time for further evaluation and refinement of the proposed Town Code amendments pursuant to Implementation Program AP of the 2023-2031 Housing Element to align with state law. Pending the scope of the revisions to the Town Code amendments this item may be required to return to Planning Commission for review prior to Town Council’s consideration.