HomeMy WebLinkAboutAgenda Report - January 16, 2002 I-01FF
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COUNCIL COMMUNICATION
AGENDA TITLE: Authorize the City Manager to Negotiate a Lease for the New Shanghai Restaurant Property,
100 East Pine Street
MEETING DATE: January 16, 2002
PREPARED BY: Public Works Director
RECOMMENDED ACTION: That the City Council direct the City Manager to negotiate and execute a lease with the
Community Partnership for Families of San Joaquin for use of the New Shanghai Restaurant
property located at 100 East Pine Street.
BACKGROUND INFORMATION: The New Shanghai Restaurant property, located at 100 East Pine Street, was donated to
the City of Lodi by Donald Wong in December 1998. The donation stipulated that the
facility be used "for the benefit of the citizens of Lodi", preferably seniors or youths, and
that it not be demolished for a period of at least ten years. A Request for Proposal (RFP)
process in fall 1999 determined that the most qualified agency was Health for All, Inc., a non-profit agency that administers
an adult day care health program. In November 1999, Council authorized the City Manager to execute a lease agreement
with Health for All.
The lease was amended in April 2001 when Health for All requested additional time and conditions to secure the funding
needed to remodel the building. Included in that amendment was a provision for Health for All to begin construction within
six months. Health for All, however, was not able to secure the $300,000 in funding for tenant improvements, so in
November 2001, City Council authorized staff to terminate the lease agreement and reissue Requests for Proposals.
There were seven requirements in the RFP: 1) A summary of the organization, evidence of non-profit status, its history, the
intended use for the facility, and a statement of how the community will benefit from this use, anticipated number of users on an
average weekday and weekend, and desired hours of operation; 2) A statement that the proposer is willing to lease the facility, the
amount, conditions and term of the lease; 3) A financial plan establishing proposer's ability to finance maintenance and operation
costs; 4) A statement as to whether all or part of the facility is needed (if partial, indicating portion desired); 5) A statement as to
willingness to share the facility with others in a joint -use arrangement and, if more than one group is submitting the proposal, a
schedule of how the groups will work together; 6) A plan to remodel the facility to suit the proposer's needs, including a schedule to
begin and complete construction (preferably within 6 months), together with a cost estimate and a plan establishing proposer's
ability to finance the remodel; 7) A $1,000 security deposit. The security deposit will be refundable if and only if: A) the City does not
select the proposal, or B) when the proposer completes the remodel and opens for operation.
Only two proposals were received; one from Lodi Adopt -A -Child Foundation and the other from the Community Partnership
for Families of San Joaquin. Copies of the proposals are available in the Public Works Department.
The Lodi Adopt -A -Child Foundation is a local, non-profit corporation whose purpose is to provide direct assistance to Lodi's
underprivileged youth. All of their work is done by a large contingent of volunteers and through hundreds of people who
donate the financial resources needed for them to carry out their mission. Their programs include the Annual Christmas
"Wish" Program, Annual School Clothes Shopping Spree, Scholarships for Camps, Emergency Assistance, and soon -to -
begin Scouting Programs for eastside young people as an alternative to gangs. They are requesting the New Shanghai
building be the operational center for all these programs due, in part, to having been told they must vacate their present
location.
The Community Partnership for Families of San Joaquin is a nonprofit, countywide organization that works with a wide range
of public and private partners to build financially self-sufficient families and ensure the academic success of children and
youth. The Partnership draws its membership from the business community, the faith community, schools, public and private
service organizations, criminal justice agencies, neighborhood groups and residents, and health agencies. Their proposal is
to develop the New Shanghai building into a multi -use neighborhood service center in order to "provide a wide range of
services, supports, activities, and opportunities for families living in nearby areas".
APPROVED:
H. Dixon\Flynn -- City Manager
CRECOMMENDEDUSE3 01/15/02
Authorize the City Manager to Negotiate a Lease for the New Shanghai Restaurant Property, 100 East Pine Street
January 16, 2002
Page 2
Staff reviewed the proposals with a public committee consisting of:
Pat Patrick, Chamber of Commerce Dennis Callahan, City of Lodi
Bob Johnson, Parks and Recreation Commission Jan Young, Bank of Lodi
Tony Alegre, Frank C. Alegre Trucking, Inc. Gary Greider, Lodi News Sentinel
Both organizations provided strong proposals, which Council has had the opportunity to review. The committee's hope was
that both groups could be accommodated; but, based on the proposals, this might be difficult under this one roof without
compromises of space and function to one, or both, organizations. Although both have indicated a willingness to share
space with other groups, the space needs, especially for the seasonal toy distribution of Adopt -A -Child, are probably too
large for them to co -exist.
The proposals were rated on the following:
1) Met eligibility criteria
2) Cost to City (least cost to City)
3) Benefit to city
4) Financial strength/commitment of proposer
5) Ability to share/accommodate multiple groups
6) Timeliness of plans to improve/occupy site (preferably within 6 months)
Additionally, a seventh category was allowed for the rater's discretion (need, impact to the city, etc.).
The committee's consensus was to recommend the Community Partnership for Families of San Joaquin due to the quality of
their proposal, their strong potential for local impact and benefit to families in the community. The City Council now has the
difficult task of deciding as both groups are clearly a benefit to Lodi and serve in different, but much-needed areas.
The City thanks the reviewing committee members for their participation.
FUNDING: Not applicable.
Prepared by Dennis J. Callahan, Fleet and Facilities Manager
RCP/DC/lm
cc: City Attorney
Community Partnership for Families of San Joaquin
Lodi Adopt -A -Child Foundation
Review Committee
JL� jo_,,��
Richard C. Prima, Jr.
Public Works Director
CRECOMMENDEDUSE3 01/15/02
CITY OF LODI COUNCIL COMMUNICATION
AGENDA TITLE: Authorize the City Manager to Negotiate a Lease for the New Shanghai Restaurant
Property, 100 East Pine Street
MEETING DATE: January 16, 2002
PREPARED BY: Public Works Director
Staff is working with a public committee in reviewing the two proposals received for use of the
New Shanghai Restaurant property located at 100 East Pine Street. A recommendation will be
made to Council at this meeting.
Attached are the proposals from Lodi Adopt -A -Child and San Joaquin Partnership for Families.
Copies of these proposals are also available for review in the P blic Works Department.
Richard C. Prima, r.
Public Works Director
RCP/lm
Attachments
cc: Dennis J. Callahan, Fleet and Facilities Manager
APPROVED:
Dixon Flynn -- City Manager
CRECOMMENDEDUSE2 01/09/02
PROPOSAL FOR USE OF
NEW SHANGHAI RESTAURANT
100 E. PINE ST.
0 E C 1 4t�'; 120-119 1
SUBMITTED BY
LODI ADOPT -A -CHILD FOUNDATION
one wish at a time
all year long
"An Angel Guides and Mentors without thought of self."
TABLE OF CONTENTS
1. LETTER OF TRANSMITTAL
2 HISTORY LODI ADOPT -A -CHILD
3 PROGRAMS
4 USE OF FACILITY
5 CONDITIONS OF LEASE
6 OVERSIGHT
7 FINANCIAL CONDITION
Honorable Mayor and Members of the
Lodi City Council
221 W. Pine St.
Lodi, CA. 95240
Dear Mayor Pennino and members of the
Lodi City Council:
Lodi Adopt -A -Child's
"Wish " Foundation
www. adopt-achild. org/
P.O. Box 2479
Lodi, CA 95241
209-333-1056
A California non-profit Corporation #2033564
Federal Identification No. 31-1580643
December 10. 2001
Please accept this response to your Request for Proposals for the use of the "New Shanghai
Restaurant.
Lodi Adopt -A -Child is a California Non-profit Corporation. Its avowed purpose is to provide direct
assistance to Lodi's underprivileged youth. We are a local organization with no outside constituencies. All
of its work is done by a large cadre of volunteers and hundreds of people that graciously open their pocket
books to provide us with the financial wherewithal to carry out our mission.
We may not have done a satisfactory job of telling the community all we do; we are much more
than a clearing house for Christmas presents. That certainly is a major component of our activities, but we
do more. We provide school clothing for well over one hundred children a year, we provide scholarships for
summer camps, we are ready to provide emergency assistance to children whose family has been struck by
some disaster, Beginning in January 2002 we will begin sponsoring scouting programs for eastside young
people as an alternative to gangs.
Lodi Adopt -A -Child has not received nor asked for any taxpayer money nor does any of its staff
receive any financial remuneration. We have a history of paying our bills when due and as stated previously
we enjoy the financial support of many many Lodians. It is especially critical that we be able to use this
building; it is centrally located to the people we serve, we have been told we will need to vacate our present
location in order for major roof repairs to be made, we need a ground floor location and with our scouting
programs we need more space. Finally, we believe that our presence will ensure that the New Shanghai
will remain neutral territory as far as the local gangs are concerned and that our scouting programs will not
be jeopardized.
Sincerely,
nis Lewis
resident
HISTORY
LODI ADOPT A CHILD
Lodi Adopt -A -Child was formed in 1989 as a Public Service
Committee of the Police Officers Association of Lodi. In 1996 Lodi
Adopt -A -Child was reorganized as a California Non-profit corporation and
a tax-exempt foundation under IRS rule 501(c)3. Attached are Article of
Incorporation and IRS ruling granting tax-exempt status. A fifteen
member volunteer Board of Directors elected from the general public
currently directs the operations of Lodi Adopt -A -Child. The Board of
Directors meets on a monthly basis to conduct planning activities and to
ensure the aims and goals are met in a timely manner.
Its genesis came from one police officer's desire to make a
difference. "There are children that fail in life because of missed
opportunities to join productive groups and organizations or to
receive a gift out of love. " He saw there were children in Lodi that
were not going to have a Christmas and solicited assistance from his
fellow officers to provide them with a toy and an article of clothing. On
that first Christmas in 1989 Lodi Adopt -A -Child gave special gifts to 30
children and furnished a complete Christmas Dinner to the children and
their families. In 2000 over 1270 children attended five parties and each
received a toy of their choosing and an article of clothing; included were
340 new bikes, scooters, or tricycles.
Since that humble beginning in 1989, Lodi Adopt -A -Child has
sponsored soccer teams, sent hundred of children to science, music and
scout camps. Each September at least 100 children are provided with new
school clothes and supplies. In January, Lodi Adopt -A -Child will begin
several scouting programs on the Eastside for at -risk youth. The plans
include a Cub Scout Pack, Boy Scout Troop and two Girl Scout Troops
All of these programs are staffed by volunteers --no one associated
with Lodi Adopt -A -Child receives a salary or financial gain of any means,
nor are any of these programs funded with tax payers dollars. Every
program has been funded either through fund raisers or generous gifts
from the community. Lodi Adopt -A -Child is a locally grown, operated,
controlled and funded foundation serving children in Lodi Unified School
District for over thirteen years.
203351"64
tY OF STATE = .ti
EFTA I
I, BILL JONES, Secretary of State of the State of California,
hereby certify:
That the attached transcript has been compared with
the record on file in this office, of which it purports to
be a copy, and that it is full, true and correct.
IN Tf7TNE c TVI.ER OF, i execute
this certificate and affix the Great
Seal of the State of California this
AUG 2 1 11997
Secretary of State
07 35W5
ARTICLES OF INCORPORATION
The name of this corporation is Lodi Adopt -A -Child.
E N D O R S E D
FILED
In the office of the Secretary Of state
of the State c! California
AUG 1 5 19971
V .t"
BILL JONES, Se ry of Slate
This corporation is a nonprofit public benefit corporation and is not organized for the
private gain of any person. It is organized under the Nonprofit Public Benefit Corporation
Law for charitable purposes. The specific purposes for which this corporation is organized
are to provide charitable assistance to underprivileged and/or abused children within the
area of Lodi and San Joaquin County.
The name and address in the State of California of this corporation's initial agent for
service of process is:
Dennis E. Lewis
230 West Elm Street
Lodi, CA 95240
This corporation is organized and operated exclusively for charitable purposes within dh_—
meaning of Section 501(c)(3) of the Internal Revenue Code.
Notwithstanding any other provision of these Articles, the corporation shall not carry on
any other activities not permitted to be carried on (1) by a corporation exempt from federal
income tax under Section 501(c)(3) of the Internal Revenue Code of (2) by a corporation
contributions to which are deductible under Section 170(c)(2) of the Internal Revenue
Code. _
No substantial part of the activities of this corporation shall consist of carrying on
propaganda, or otherwise attempting to influence legislation, and the corporation shall not
participate or intervene in any political campaign (including the publishing or distribution of
statements) on behalf of, or in opposition to, any candidate for public office.
The names and addresses of the persons appointed to act_as the initial Directors of this
corporation are:
Dennis E. Lewis
336 Shady Acres Drive, Lodi, CA 95242
Patricia Galvan
1000 Lakewood, Lodi, CA 95240
Debra A. Baker
709 Alicante Drive, Lodi, CA 95240
Deborah Bassett
1311 Burgundy Court, Lodi, CA 95242
Patricia Pollock
6488 E. Kettleman Lane, Lodi, CA 95240
The property of this corporation is irrevocably dedicated to charitable purposes and no
part of the net income or assets of the organization shall ever inure to the benefit of any
director, officer or member thereof or to the benefit of any private person.
On the dissolution or winding up of the corporation, its assets remaining after payment of,
or provision for payment of, all debts and liabilities of this corporation, shali be distribi;ted -
to a nonprofit fund, foundation, or -corporation which is organized and operated exclusively -
for charitable purposes and which has established its tax-exempt status under Section
501(c)(3) of the Internal Revenue Code",
Date:
ennis E. Lewis,i ector Patricia alv n, Director
Debra A. Baker, Director Deb rah Bassett, Director
Patricia Polt6ck, Director
We, the above-mentioned initial directors of this corporation, hereby declare that we are
the persons who executed the foregoing Articles of Incorporation, which execution is our
act and deed.
i
Dennis E. Lewis, ector
Debra A. Baker, Director
Patricia Polt�61k, Director
A. 1AAC2 WPO
Patricia Galvan, Director
Deb rah Bassett Director
IRS' iJST.SERII.EF'E0
INTERNAL REVE14UE SERVICE
DISTRICT DIRECTOR
P. O. BOX 2508
CINCINNATI, OH 45201
Date: JUNE 12, 1998
LODI ADOPT A CHILD
C/O DENNIS E. LEWIS
P.O. BOX 2479
LODI, CP. 95241
Dear Applicant:
213 894 7 970 P.02
DEPARTMEN,r OF THE TREASURY
Employer Identification Number:
31-1580643
DLN:
17053009002008
Contact Person:
DONNA ABNEA
Contact Telephony Number:
(513) 684-2501
Accounting Period Ending:
June 30
Foundation Status Classification:
509(a)(1)
Advance Ruliny Period Begins:
August 21, 1997
Advance Ruling Period Ends:
June 30, 2002
Addendum Applies:
No
Based on information you supplied, arid assuming your operations will be as
stated io your application for recognition of exemption, we have determined you
are exempt from federal income tax under section 501(x) of the Intarnal Revenue
Code as an organization described in section 501(c)(3).
Because you are a newly created organization, we are not now making a
final determination of your foundation statue under section 509(a) of the Code.
however, we havF, determined that you can reasoeably expect to be a publicly
supiarted orgdnization described in sections 509(a)(I) and 170(b)(1)(A)(vi
)
)%ccordingly, during an advance ruling period you will be treated as a
publicly supper'.ed orcani..ation, and not, as a private foundation. This advance
ruing period begins and ends on the dates shown above.
Within 90 days after the end of your advance ruling period, you must
send us the information needed Lo determine wi-3ther you have met the require-
me.nt6 of the app1icabLe support test :lurlrly the advance ruling period. If you
eStablish that lou have been a publicly supported. organization, we will classi-
fy you as a ser.tion 50.3(a)(I) or 509(x)(2) organization as long as you continue
to meet the require:iertts of the applicable support test. If you do not meet
the public support requirements during the advance ruling period, we will
classify you as a private foundation for future periods. Also, if we classify
you as a private foundation, we will treat you as a private foundation from
your beginning date for purposes of section 507(d) and 4940 -
Grantors and contributors may rely on our determination that you are not a
private foundation urntil 90 days after the end of your advance ruling period.
If you send us the required information within the 90 days, grantors and
contributors may continue to rely on the advance determination until we make
a final determination of your foundation status.
If we publish a notice in the Internal. Revenue Bulletin stating that we
Letter
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LODI ADOPT A CHILD
will no longer treat you as a publicly supported organization, grantors and
contributors may not rely on this determination after the date we publish the
notice. In addition, if you lose your status as a publicly supported organi-
zation, and a grantor or contributor was responsible for., or was aware of, the
act or failure to act, that resulted in your loss of such status, that person
-nay
not rely on this determination from the date of the act or failure to act.
Also, if a grantor or contributor learned that we had given notice that you
would be removed from classification as a publicly supported organization, then
that person may not rely on this determination as of the date he or she
acquired such knowledge.
I£ you change your sources of support, your purposes, character, or method
of operation, please let us know so we can consider the effect of the change on
your exempt stratus and foundation status. If you amend your organizational
document or bylaws, please send us a copy of the amended document or bylaws.
Also, let us know all changes in your name or address.
As of January 1, 1984, you are liable for social security taxes under
the Federal Insurance Contributions Aci. on amounts of $100 or more you pay to
each of your employees during a calendar year. You are not liable for the tax
imposed under the Federal Unemployment Tax Act (FUTA).
Organizations that are not private foundations are not subject to the pri-
vate foundation c./vise taxes under Chapter 42 of the Internal Revenue Code.
However, you are not automatically exempt from other federal excise taxes, if
you have any questicas about excise, employment, or other federal taxes, please
let. t;s kr�eti•.
1i<_-uors may deduct contributions to you as provided in section 170 of the
lnterrill Revenue Code. Bequests, legacies, devises, transfers, or gifts to you
or for your ulc are ueductible for Federal estate and gift tax purposes if they
meet the appiicab e. provisions of secticn?; 2055, 2106, and 2522 of the Code.
Donors may deduct contributions to you only to the extent that their
contribution:.; are gifts, with no consideration received. Ticket purchases and
similar payments in conjunction with fundraising events may riot necessarily
qualify as deductible contributions, depending on the circumstances. Revenue
Ruling 67-7.:6, published in Cumulative Bulletin 1967-2, on page 104, gives
guidelines regarding when taxpayers may deduct payments for admission to, or
other participation in, fundraising activities for charity.
You are not required to file Form 990, Return of Organization Exempt From
Income Tax, if your gross receipts each year are normally $25,000 or leas. If
you receive a Forte 990 package in the wail, simply attach the label provided,
check: the box in the heading to Judicate that your annual gross receipts are
normally $25,000 or less, and sign the return. Because you will be treated as
a public charity for return filing purposes during your entire advance ruling
period, you should file -Form 990 for each year in your advance ruling period
that you exceed the $25,000 filing threshold even if your sources of support
do not satisfy the public support test specified in the heading of this letter.
Letter 1045 (DO/CG)
a
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LODI ADOPT A CHILD
If a return is required, it must be filed by the 15th day of the fifth
month after the end of your annual. accounting period. A penalty of $20 a day
is charged when a return is filed late, unless there is reasonable cause for
the delay. However, the maximum penalty charged cannot exceed $10,000 or
5 percent of your gross receipts for the year, whichever is less. For
organizations with gross receipts exceeding $1,000,000 in any year, the penalty
Is $100 per day per return, unless there is reasonable cause for the delay.
The maximum penalty for an organization with gross receipts exceeding
$1,000,000 shall not exceed $50,000. Phis penalty may also be charged if a
return is not complete. So, please be sure your return is complete before you
file it,
You are not required to file federal income tax returns unlesa you are
subject to the tax on unrelated business income under section 511 of the Code.
If you are subject to this tax, YOU must file an income tax return on Form
990-T, Exempt Organization Business Income Tax Return. in this letter we are
not determining whether any of your present or proposed activities are unre-
lated trade or business as defined in section 513 of the Code.
You are required to make ;;our annual rc+turn available for public
inspection for three years after thu, ret.urr, io due. You are also required to
make available a copy of your exemption application, any supporting documents,
and thio exemption letter. r4ilure to -make documents available for
public inspection may subject you to a penalty of $20 per day for each day
there is a failure to comply (up to a r-_7,ximum of $10,000 in the case of an
annual return).
You need nit employer ider.t i f l -ca t ion t)umber even it you have no employees.
If an employer identification nuc:}.er was not entr.red on your application, we
will assign a number to you ar,c3 acivise .:-�u of it. Please use that number on
all returns you file and in all corresp,—ndence with the Internal Revenue
Service.
If you distribute funds to individuals, you should keep case histories
showing the recipients' names, addresses, purposes of awards, manner of selec-
tion, and relationGhip (if any) to wtembers, officers, trustees or donors of
funds to you, so that you can substantiate upon request: by the Internal Revenue
Service any and all distributions you made to individuals. (Revenue Ruling
56-304, C.B. 1956-2, gage 306.)
If we said in the heading of this letter that au addendum applies, the
addendum rnclosed is an integral part of this letter.
Seeause this letter could help us resolve any questions about your exempt
status and foundation status, you nho-,'.d keop ;t. in your permanent records.
Letter 1045 (DO/CG)
T.1111-1-19'?_�.=.i1,57.5EF'•..!.EF' Ei_i _;aa ??70 p,O4
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LODI ADOPT A CHILD
If you have any questions, please contact the person whose netwe and
telephone number are shown in the heating oe this letter.
Enclosure(s):
Form 872-C
d
51n�rely ouc&,
F/ f`
J
District flirector
Letter 1045 (DO/CG)
PROGRAMS
Children are selected to participate in foundation programs by Lodi
schools, Police Officers working a beat, the Office of Child Welfare and
Attendance for the Lodi Unified School District, churches, Lodi House, San
Joaquin County Department of Human Services and the Foundation.
The foundation uses the following criteria in selecting participants:
at or below 130% of Poverty level and/or,
abused or neglected children found in need of guidance
counseling, direction or role modes and/or
children at risk of forming gang relationships by seeking
solutions through violence and/or
families with children at risk of becoming homeless or
destitute due to economic situation, personal tragedy, or
disaster.
Annual Christmas "Wish" Program
Each Christmas Season Lodi Adopt -A -Child strives to fill that
special Christmas wish of a disadvantaged child. Each child is asked what
he/she would like Santa to bring in the way of an article of clothing and a
toy. Last year the Foundation through the generous support of the citizens
of Lodi filled the wishes of over 1270 children and granted the wish of a
new bicycle, tricycle or scooter to 340 Children. This year there is a like
amount of children on Santa's list of hopes and dreams.
Annual School Clothes Shopping Spree
This past September 200 needy children were invited to participate
in the shopping spree; each child is given a $100 gift certificate to
Wal*Mart and is paired with a chaperone to help them in their fall clothing
selections. A small breakfast party ends the day complete with clowns
and a new backpack containing coupons, school supplies, and goodies
donated by local residents and merchants.
Scholarships
The Foundation currently funds disadvantaged children to attend
various camps through the Lodi Unified School District, The Boy Scouts of
America and other organizations.
Scouting
Beginning January 2002, the Foundation will begin a Cub Scout Pack
and a Boy Scout Troop on the Eastside of Lodi where local gangs have a
solid foothold in our community. Before the end of the year two Girl Scout
Troops will be formed as additional gang alternative programs. The
Foundation Board of Directors feels the scouting program as offered by
Boy Scouts of America and Girl Scouts of America is a tried and true
program for youth at risk. After all, the father of Scouting, Lord Baden
Powell, began scouting with gangs of youth in London England.
Emergency Assistance
When families are struck with financial disasters such as fire, loss
of job, death of major breadwinner and the like Lodi Adopt -A -Child will
step in and assist the children through purchase of school clothing and
other personal necessities.
Each of these Lodi Adopt -A -Child programs is designed to underline
that hopes and dreams do come true. The Board believes that children born
or brought into a world of untold hardships can be encouraged to "reach for
the stars." We are very excited about the prospects of the scouting
programs. Gangs depend on an "us vs. them" mentality and develops a
closeness like that found in a family. Scouting does provide a healthy
alternative.
USE OF FACILITY
The facility will be used at least four evenings a week by the Boy
Scout and Girl Scout programs and attendant parents' organization and the
Adopt -A -Child Board of Directors meetings. The facility will also be used
for fund raisers and foundation sponsored events. By the end of the year
we anticipate at least 100 young people will be involved in the scouting
programs alone. At least ninety -percent of the facility will be used by
the Foundation. The basement area will be used for record storage,
storage of bicycles, large gift donation and scouting supplies. There is
space for two or three offices that could be used by others. Of course,
Adopt -A -Child will share its space with others, keeping in mind the
mission, goals and programs of the Lodi Adopt -A -Child Foundation.
Attached is a plan for tenant improvements and cost estimate.
f
50'-7"
{ 20'-4"
Study Hall and
Computer Lab
Meetmg�R000m for
LAA'C' an�all'teoii
Parent Committees
for Scouting Units
Stor.
Meeting Room Meeting Room
Soy Scouts & Girl Scouts &
3 Z — 5» Girl Scouts Dining Cub Scouts
Fundraisning Area & Activity Room
92-1 0"
D'nr
Bth
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00
•
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RENOVATE — IT CONSTRUCTION, INC.
627 E. OAK ST., SUITE C
LODI, CA. 95240
(209) 367-8765 FAX (209) 367-4320
renovate@sof tcom. net
CALIFORNIA CONTRACTORS LICENSE NUMBER 607395
------------------------------------------------------------------
PROPOSAI
Lodi Adopt A Child November 15, 2001
Attn: Dennis Lewis
RE: 100 E. Pine. St., Lodi
LWe Propose to furnish all materials and perform all labor in a workmanlike manner to
complete the following per plans:
l.) ELECTRICAL:
Demo lights, repair, and cap conduits on roof
Main office add circuits or re- circuit to accomruodate computers up to seven
locations, one copy machine 12 t - bar fixtures 3 -lamp type
Executive office (2) per office add circuits or re -circuit to accommodate one
computer, inkjet printer and laser printer. Install 4 4 light fluorescent fixtures
and provide " switching.
Storage room replace fixtures with 5 2 light fluorescent fixtures.
Conference room add 6 4 light fluorescent fixtures. Demo as needed.
Assembly rooms install 12 4 lamp fluorescent fixtures.
Basement repair conduits as required and repair existing fixtures.
Price contingent on review of final plans. No provisions for phone/data, CATV or
sectu-ity «ging
2.) FLOORING:
Material and Installation to include
36M sq. ft. VCT the (80 cartons)
44 yards Me 1itcch vinyl
700 Cove Rubber Base
266.66 yards commercial carpet
70 yards commercial pad
Rubber transition molding w/ steel track to VCT
70 sheets 39 particleboard
3.) Window Replacement (4) 8x8 storefront panels
4.) Framing and Drywall:
(1) 12'x 10' wall, wall repairs throughout due to paneling removal, wall
removal, damages, leaks, patches, and door installation.
5.) Removal:
a. Wood frame plywood wall tape room
b. Walk in cold storage box
c. Arch
d. Wood benches (2)
6.) PAINTING:
exterior walls, ceiling, doors, paint entire exteriors
7.) Approximately 12 new doors and door hardware (5) prehung and (7) Doors only
8.) Supply and install 10 cartons ceiling tile that need to be changed prior to painting
ceiling
9.) Pour back concrete after floor draiu removal
10.)ROOFING:
Remove the existing gravel surfaced built-up roofing and HVAC duct work and
properly dispose of the material. Next we will re -roof this area with a four ply
built-up roofing system consistent of: Applying one layer of fiberglass base sheet
nailed to the roof deck, followed by, two layers of fiberglass ply IV sheet hot
mopped on with approximately 25 lbs. Of hot asphalt per square per layer,
followed by one layer of 72 lb. Granulated carp sheet hot mopped on with
approximately 25 lbs of hot asphalt per square, next, if the built — up is the only
roofing replaced, we will install all new barrel ridge with flashban windblock.
Remove the existing bartile and properly dispose of the material. Next if the roof is
solid sheeted we will install on layer of 301bs. Felt underlayment followed by 1x2
redwood batts followed by one layer of Monier/ lifetile standard weight tile,
standard weight tile, standard colors.
If city inspector wants proper slope, there will be an additional charge.
Any low spots or additional drainage will be extra.
11. )Exterior stucco patches
12.)Roof Gutter, remove old, install new, and also new downspouts
13.)Remove all paneling off interior walls and dump
14.)Remove bars from all windows and dump
15.)Remove curly designs off roof gables
16.)Plug 2 A.C. holes above windows with plywood.
17.)Remove metal siding off exterior opening one will have exposed window and the
other two will have ship lap exterior siding.
18.)PLUAMING:
Main Bathrooms:
Remove the old bathroom fixtures in order to allow bathroom remodel. Will re-
install some of the same fixtures and provide and install new handicap fixtures as
needed to complete the remodel- Includes capping off unnecessary plumbing lines
(may need to convert men's and women's bathrooms from three stall to two stall to
meet handicap requirements), install handicap bars, install handicap urinal, and
handicap faucets.
Single Bathroom:
Recommend removing and capping off all plumbing lines due to location of
bathroom between two entryways. If not, we will repair toilet and faucets in order
to put in working order.
Shower Bathroom:
Remove old shower and install new shower stall, install new toilet, sink and faucet
Does not include shower doors. Will re-route hot water lines down into the
basement for the new location of hot water tank.
Water heater.
Provide and install new 40 gallon, electric water heater
2
Old Kitchen/Office Area:
Will cap off and remove all existing floor sinks, four (4) and repair leaking pipes
in basement. Will cap off all the plumbing as needed to eliminate unnecessary
pipes out of wall. Remove the refrigeration/cooling system.
19.)HVAO
Disconnect and take off roof the existing packaged units to allow roofers to make
repairs. Will clean the return air vents, re -install old equipment, clean units, run
them, and check them for operations and safety.
Recommend replacing old units rather than investing the $950.00 per unit to
remove, re -install, clean and then test. It is apparent by the age of the runts that
there could be excessive costs to attempt a repair.
For (1), 5 ton, three phase, gas/electric, 10 seer packagers unit. Includes crane, units,
stand and all other labor and materials needed
AC Repair and Service
Will manufacture new plenum, install new metal ductwork and install new
programmable thermostats. There is about 45' of metal
Duct work that has to be replaced because it is rusted and leaking and bas to be
removed for the new roof anyway.
Air Conditioning Install
Remove three existing above doorway window units that are cooling only and
replace with two ductless split system that will provide quiet heat and cooling.
20.)Remove sign off roof and leave post and support.
2L)Plug (1) mail slot
22.)Install (6) pieces of L•Trim on stucco edge at exterior doors.
23.)Remove torn canopy above west entrance.
24.)Remove all exterior wall signage
25.)Modify men's and women's restroom to meet handicap dimensions
26.)Approved plans included.
27.)Remove 3 rd. restroom and create opening to enter other side of building.
All of the above work to be completed in a workmanlike and a substantial manner
according to standard practices for the sum of: One Hundred Ninety Eight Thousand
Eight Hundred Seventy Seven Dollars $ 198,877.00
Exclusions:
1.) Permit Fees
2.) Fire Sprinklers
3.) Asbestos Removal
Note:
l.) This proposal may be withdrawn
by us if not accepted within 60 days.
RESPECTIFULLY SUBMITTED,
TIM PRESZLE
PRESIDENT
CONDITIONS OF PROPOSED LEASE
Lodi Adopt -A -Child Foundation is requesting from the City of Lodi a
twenty-year lease at $1.00 per year. The quid pro quo is that Adopt a
Child will invest nearly $200,000 in tenant improvements in the facility.
It is expected the City will turn the building over to the Foundation free of
all asbestos and structural defects. i.e. a roof that does not leak and a
clean termite report. The Foundation would also ask the City to waive all
building permits and fees.
Lodi Adopt -A -Child is ready to begin tenant improvements within
two months of being notified the building is ours. During this two month
period the Foundation will obtain the necessary loan of funds for building
improvements and hire a contractor to do the necessary work. Lodi Adopt -
A -Child Foundation will invest nearly $200,000 in tenant improvements.
The Foundation has been assured by two members of the community they
will guarantee the loan. The loan will be repaid by donations directly for
the project. To date, we have firm commitments of $25,000 dollars for
the project.
OVERSIGHT
The activities of Lodi Adopt a Child are overseen by a fifteen
member Board of Directors. Members of the Board are not paid and are
expected to make a financial commitment to the foundation, as well as
work on fund raisers. The Foundation has never relied on tax dollars or
subsidization and has no paid staff. Every dollar donated to Lodi Adopt a
Child goes to benefit children; administrative expenses are provided
through fund raisers. The Members of the Board of Directors are:
Dennis Lewis, President of the Board and Lodi Police Officer
Deborah Bassett, Executive Secretary and
Chris Aldritt, Branch Manager Well Fargo Bank
Jan Bauer, College Student
Nancy Brakensiek, former Assistant Branch Manager Bank of America
Patricia Freeman, retired
Jerry Glenn, former Assistant City Manager of Lodi and retired City
Manager of the City of Galt. Part time Realtor
Deborah Hegwer, Teen Pregnancy Counselor
Randy Heinitz, Owner of Town and Country Properties
Rose Lazzaro, Realtor
Mary Parkins, Transportation Employee with LUSD
Amy Pedersen, Homemaker
Shawnnette Roper, Homemaker
Rita Rott, Realtor
Vacant Position
FINANCIAL CONDITION
Included are the latest audited financial statements and an
operating budget for the year 2002. The foundation pays for maintenance
and operation from fund raisers and donations. Fund raisers include the
annual "Hot Rod and Harley Show" and the "Swing for a Child" golf
tournament. Beginning in the spring of 2002 Lodi Adopt -A -Child will be
sponsoring an additional annual event, a Fishing Derby.
LODI ADOPT-A-CHILD
(A Nonprofit Corporation)
FINANCIAL STATEMENTS
JUNE 30, 2000
T A B L E O F C O N T E N T S
INDEPENDENT AUDITORS' REPORT 1
FINANCIAL STATEMENTS
Statement of Financial Position 2
Statement of Activities 3
Statement of Functional Expenses 4
Statement of Cash Flows 5
Notes to Financial Statements 6 - 7
SWINNEY KIEHN & DUNCAN
CERTIFIED P U B L I C ACCOUNTANTS
1820 W. KLTTLEMAN LANIE. SUITE A
POST OFFICE ROX 2021)
1ODI. CA 95241-2029
LODI (209) 339-0100 � FAX (209) 333-8186 - 51-OCK1-ON 12091 465-0100
To the Board of Directors
Lodi Adopt -A -Child
(A Nonprofit Corporation)
Lodi, California
GERALD RSWINNFv-CPA
GfOPC,f. A KIEI-IN CPA
DAVID L DuNCAN. CPA
We have audited the accompanying statement of financial position of Lodi Adopt -A -
Child (A Nonprofit Corporation) as of June 30, 2000, and the related statements of
activities, functional expenses and cash flows for the year then ended. These financial
statements are the responsibility of Lodi Adopt -A -Child's management. Our responsibility
is to express an opinion on these financial statements based on our audit.
We conducted our audit in accordance with generally accepted auditing standards.
Those standards require that we plan and perform the audit to obtain reasonable assurance
about whether the financial statements are free of material misstatement. An audit
includes examining, on a test basis, evidence supporting the amounts and disclosures in
the financial statements. An audit also includes assessing the accounting principles used
and significant estimates made by management, as well as evaluating the overall financial
statement presentation. We believe that our audit provides a reasonable basis for our
opinion.
In our opinion, the financial statements referred to above present fairly, in all
material respects, the financial position of Lodi Adopt -A -Child (A Nonprofit Corporation)
as of June 30, 2000, and the results of its operations for the year then ended in
conformity with generally accepted accounting principles.
S I,,,— � ko
Lodi, California
July 30, 2001
-1-
LODI ADOPT -A -CHILD
(A Nonprofit Corporation)
STATEMENT OF FINANCIAL POSITION
JUNE 30, 2000
CURRENT ASSETS
Cash in Bank
Inventory - Supplies
Prepaid Expenses
Total Current Assets
PROPERTY & EQUIPMENT, at cost
Furniture & Fixtures
Equipment & Computers
Less Accumulated Depreciation
Net Property & Equipment
Total Assets
CURRENT LIABILITIES
Accounts Payable
Total Current Liabilities
Total Liabilities
NET ASSETS
ASSETS
$ 11,600
16,266
27,866
(4,633)
LIABILITIES AND NET ASSETS
$ 5,177
300
3,300
8,777
23,233
$ 32,010
$ 1,289
289
1:289
30, 721
Total Liabilities & Partners' Equity $ 32,010
See Auditors' Report and
Notes to Financial Statements
-2-
LODI ADOPT -A -CHILD
(A Nonprofit Corporation)
STATEMENT OF ACTIVITIES
FOR THE YEAR ENDED JUNE 30, 2000
See Auditors' Report and
Notes to Financial Statements
-3-
Year to Date
PUBLIC SUPPORT AND REVENUE
PUBLIC SUPPORT
Contributions
$ 35,715
Fundraising Events
36,210
Total Public Support
71,925
REVENUE
Sales of Merchandise
3,888
Less Cost of Merchandise Sold
(3,131)
Total Revenue
757
Total Public Support and Revenue
72,682
EXPENSES
Program Services
41,264
Support Services
Management and General
4,965
Fundraising
Total Support Services
Total Expenses
52,199
CHANGE IN NET ASSETS
20,=82
NET ASSETS AT BEGINNING OF YEAR
10,238
NET ASSETS AT END OF YEAR
$ 30,721
See Auditors' Report and
Notes to Financial Statements
-3-
LODI ADOPT -A -CHILD
(A Nonprofit Corporation)
STATEMENT OF FUNCTIONAL EXPENSES
FOR THE YEAR ENDED JUNE 30, 2000
Support Services
See Auditor's Report and
Notes to Financial Statements
-4-
Total
Total
Program
Management
Fund-
Support
Total
Services
and General
Raising
Services
Expenses
Christmas Program
$ 12,057
$ 0
$ 0
$ 0
$ 12,057
Childspree-Clothing
4,051
0
0
0
4,051
Direct Grants
2,739
0
0
0
2,739
Occupancy Expenses
5,249
656
656
1,312
6,561
Utilities
1,894
237
237
474
2,368
Building Rent
5,760
720
720
1,440
7,200
Printing & Postage
2,252
281
281
563
2,815
Administrative Expenses
0
455
0
455
455
Insurance
983
982
0
982
1,964
Other Fundraising
0
0
2,765
2,765
2,765
Supplies
2,060
258
258
515
2,575
Telephone
3,249
406
406
812
4,061
Depreciation Expense
970
970
648
1,618
2,588
Total Functional
Expenses
$ 41,264
$ 4,965
$ 5,970
$ 10,935
$ 52,199
See Auditor's Report and
Notes to Financial Statements
-4-
LODI ADOPT -A -CHILD
(A Nonprofit Corporation)
STATEMENT OF CASH FLOWS
FOR THE YEAR ENDED JUNE 30, 2000
CASH FLOWS FROM OPERATING ACTIVITIES
Change in Net Assets
$ 20,482
Adjustment to Reconcile Net Income to Net Cash from
Operating Activities
Depreciation
2,589
(Increase) Decrease Current Assets
Prepaid Expenses
(1,200)
Increase (Decrease) Current Liabilities
Accounts Payable
1,128
NET CASH FLOWS FROM OPERATING ACTIVITIES
22,999
CASH FLOWS FROM (USED) INVESTING ACTIVITIES
Purchase of Capital Assets
(18,'-E37)
NET CASH FLOWS FROM (USED) INVESTING ACTIVITIES
(18 -)
CASH FLOWS FROM FINANCING ACTIVITIES
0
NET CASH FLOWS FROM FINANCING ACTIVITIES
NET INCREASE (DECREASE) IN CASH
CASH BALANCE, BEGINNING
CASH BALANCE, ENDING
$ 5,177
See Auditors' Report and
Notes to Financial Statements
-5-
LODI ADOPT -A -CHILD
(A Nonprofit Corporation)
NOTES TO FINANCIAL STATEMENTS
JUNE 30, 2000
NOTE 1. ORGANIZATION AND NATURE OF OPERATIONS
Lodi Adopt -A -Child, is a Not -For -Profit corporation organized in California on
August 21, 1997.
The Organization is governed by a volunteer board of directors drawn from civic
leaders, business people and parents in the northern San Joaquin County area.
Lodi Adopt -A -Child was established to provide charitable assistance to under-
privileged children and/or abused children within the area of Lodi and San
Joaquin County.
NOTE 2. SIGNIFICANT ACCOUNTING POLICIES
A summary of the significant accounting policies applied to the preparation of
the accompanying financial statements follows:
Financial Statement Presentation
Lodi Adopt -A -Child has adopted Statement of Financial Standards (SFAS) No.
117, Financial Statements of Not -for -Profit Organizations. Under SFAS No.
117, the Organization is required to report information regarding its
financial position and activities according to three classes of net assets:
Unrestricted net assets, temporarily restricted net assets and per-manen-ly
restricted net assets. In addition, the Organization is required to present
a statement of cash flows.
The unrestricted operating net assets represent revenues and expenses re_ated
to the operation and management of the Organization's primary programs and
supporting services.
Property and Equipment
Purchased property and equipment are stated at cost. Donated property. and
equipment is stated at the estimated fair market value at the date of
donation. Depreciation is computed by the straight-line method over use=ul
lives ranging from five to ten years.
Income Taxes
Lodi Adopt -A -Child is exempt from federal income taxes under IRC Sec. 501
(c)(3) and state income tax under section 23701 of the California Revenue and
Taxation Code.
Donated Services
No amounts have been reflected in the statements for donated services since
an objective basis is not available to measure the value of such services;
However, a substantial number of volunteers have donated a significant amount
of their time in the Organization's program services and its fund-raising
campaigns.
-6-
LODI ADOPT -A -CHILD
(A Nonprofit Corporation)
NOTES TO FINANCIAL STATEMENTS
JUNE 30, 2000
Use of Estimates
The preparation of financial statements in conformity with generally accepted
accounting principles requires management to make estimates and assumptions.
This will affect the reported amounts of assets and liabilities, disclosure
of contingent assets and liabilities at the date of the financial statements,
and the reported amounts of revenues and expenses during the reported period.
Actual results could differ from these estimates.
Functional Allocation of Expenses
The costs of providing the various programs and other activities have been
summarized on a functional basis in the statement of activities.
Costs are allocated between fund-raising, management and general or the
appropriate program based on evaluations of the related benefits. Manaaerient
and general expenses include those expenses that are not directly
identifiable with any other specific function but provide for the overall
support and direction of the Organization.
Investments
Investments in marketable securities with readily determinable fair va=_:es
and all investments in debt securities are reported at their fair values in
the statement of financial position. Unrealized gains and losses are
included in the charge in net assets.
Cash and Cash Equivalents
For purposes of the statements of cash flows, the Organization considers all
highly liquid investments available for current use with an initial mat:---ity
of three months or less to be cash equivalents.
NOTE 3. OPERATING LEASE
Lodi Adopt -A -Child conduces its operations in a leased office located in _cdi,
California. The office is leased from an unrelated, third party. The leases
classified as an operating lease with minimum rental commitments at June 30, 2000
as follows:
Year Ended June 30, 2001
Year Ended June 30, 2002
$ 7,200
6,600
$13,800
Rent expense under this lease was $7,200 for the year ended June 30, 2000.
-7-
2002 Income (Estimated)
$
Income
7,500.00
Description
Angel Recognition Dinner
$
18,800.00
Golf Tournament
$
13,895.00
Hot Rod & Harley Show
$
5,000.00
Vehicle Raffle
$
3,225.00
Trout Fishing Derby (New in 2003)
$
78,000.00
Solicited Funds
$
60,000.00
Scouting Grant
$
500.00
Miscellaneous (Street Faire, Beer Fest, Etc.)
$
10,000.00
Annual Gift by two Families (Loan Pmnt)
$ 148,500.00 Projected 2002 Income
$ 34,245.00 Checking Account Balance after Christmas 2001
$ 182,745.00 Total Estimated Income 2002
$ 170,210.72 Projected Expenses
$ 12,534.28 Income/Expenses
The anticipated Scouting Budget for 2003 will be
Note: $26,589 for 40 additional youth.
IncomeAs/Income Page 1 of 7 12/6/2001 9:35 PM
Angel Recognition Dinner
(Black Tie Optional)
Income
Description
$ 7,000.00
200 Dinners @$35 each
$ 500.00
General Raffle
$ 7,500.00 Projected Income
$ 7,007.00 Projected Expenses
$ 493.00 Income/Expenses
IncomeAs/ARD Page 2 of 7 12/6/20019:23 PM
Gold' Tournament
$ 18,800.00 Projected Income
$ 6,125.00 Projected Expenses
$ 12,675.00 Income/Expenses
Income.xls/Golf Page 3 of 7 12/6/20019:23 PM
Income
Description
$
10,800.00
144 Golfers U $75 Each
$
2,300.00
Tee Sponsors
$
200.00
Mullil ans
$
1,200.00
Raffle Sales
$
1,500.00
General Mills Donation for Dinner
$
2,000.00
American Golf Reimbursement
$
800.00
POA Donation (Towel Sponsor)
$ 18,800.00 Projected Income
$ 6,125.00 Projected Expenses
$ 12,675.00 Income/Expenses
Income.xls/Golf Page 3 of 7 12/6/20019:23 PM
Hot Rod Harley Extravaganza
$ 13,895.00 Projected Income
$ 6,250.00 Projected Expenses
$ 7,645.00 Income/Expenses
Income.xls/H&H Page 4 of 7 12/6/20019:23 PM
Income
Description
$
1,875.00
15 Vendors @ $125 Each
$
900.00
60 Motorcycle Registrations @ $15 each
$
2,500.00
100 Car Registrations @ $25 each
$
1,000.00
100 Poker Run Registrations @ $10 each
$
1,000.00
Soda & Water Sales
$
3,000.00
Beer Sales
$
100.00
Income from Jumper Tickets
$
1,000.00
Raffle Income
$
300.00
50/50 Raffle
$
150.00
LAAC Cookbooks, Shirts, Hats, Pins
$
1,000.00
2000 Entry Tickets @ $1 per person
$
200.00
General Donations
$
870.00
1 Damage Deposit (Refund by City of Lodi)
$ 13,895.00 Projected Income
$ 6,250.00 Projected Expenses
$ 7,645.00 Income/Expenses
Income.xls/H&H Page 4 of 7 12/6/20019:23 PM
Vehicle Raffle
(1967 Austin Healy)
Income
1 $ 5,000.00 1500 Raffle Tickets 0 $10 each I
$ 5,000.00 Projected Income
$ 2,200.00 Projected Expenses
$ 2,800.00 Income/Expenses
Income.xlsNeh Raffle Page 5 of 7 12/6/2001 7:36 PM
Trout Fishing Derby
(Lake Amador)
$ 3,225.00 Projected Income
$ 2,824.00 Projected Expenses
$ 401.00 Income/Expenses
IncomeAs/Fish Derby Page 6 of 7 12/6/2001 9:24 PM
Income
Description
$
1,500.00
100 Pre -Registrations
$
500.00
20 Registrations on Event Day
$
500.00
100 Raffle Tickets $5 each
$
625.00
5 Vendor Fees
$
100.00
Donations
$ 3,225.00 Projected Income
$ 2,824.00 Projected Expenses
$ 401.00 Income/Expenses
IncomeAs/Fish Derby Page 6 of 7 12/6/2001 9:24 PM
Miscellaneous Income
Income Description
$ 500.00 Street Faires, Beer Fest, etc.
$ 500.00 Projected Income
$ 150.00 Projected Expenses
$ 350.00 Income/Expenses
Income.xls/Misc Page 7 of 7 12/6/2001 7:36 PM
2002 Expenses
Amount
Description
$ 200.00
Garbage (Central Valley Waste)
$ 1,500.00
PG&E
$ 1,460.00
Building Maintenance
$ 160.00
Newspaper subscriptions
$ 5,800.00
Office Supplies
$ 3,700.00
Liability, D&O, Sexual Harassment Ins.
$ 225.00
County Property Tax
$ 20.00
State Corporation Fees
$ 500.00
Internet Connection
$ 150.00
LDCC Functions/Activities
$ 135.00
Post Office Box Rent
$ 300.00
Bulk Mail Annual Fees
$ 175.00
Franchise Tax Board
$ 340.00
Postage
$ 160.00
Street Faire Fees
$ 4,500.00
Office Effeciency Upgrade
$ 844.00
Scouting (Charter Expenses Only)
$ 5,000.00
Computer Repairs/Upgrades
$ 750.00
Non -Profit Education Seminars/update
$ 1,700.00
City Electricity, Utilities & Garbage
$ 7,200.00
Rent
$ 5,223.00
Pacific Bell
$ 5,800.00
Office Supplies & Equipment
$ 1,460.00
Building Repairs/Maintenance
$ 22,206.00
Fundraising Events:
F.
w — ,n�+1 .;..7 00
V
6,125.l�si
rim . Si i�J l".� :}j G' 6,250,00
4 2.82-4,00
_ —:. ....•, .,., sty. ._�.S.il;.";:�t�.� v L,Gt/J.OV
$100,616.72 Programs:
eGi, c.t. Cl,.v,%SSIStarC,
$ 150.00 Miscellaneous
$170,274.72 Total
Note: The anticipated Scouting Budget for 2003 will
be $26,589 for 40 additional youth.
' 1 1,608.00
S29.621.00
8 57.507.72
S 1,850.00
Expenses.xls/LAAC Expenses Page 1 of 14 12/6/2001 9:42 PM
Office Supplies
Amount Description
$
300.00
Toner for Copy Machines
$
1,850.00
Maintenance Contract for 6060 Copier
$
200.00
Copier Repairs
$
150.00
Drinking Water
$50.00
Misc Bank Fees (Checks, Bank Ch s, etc.)
$
2,500.00
Paper products & supplies
$
750.00
Misc Office Equipment
$ 5,800.00 Total
Expenses.xis/Supplies Office Page 2 of 14 12/612001 9:39 PM
Building Expenses/Maintenance
Amount
Description
$ 260.00 Cleaning supplies, light bulbs, etc
$ 600.00 Pest M mnt
$ 600.00
Building Maintenance:
i00.�iG
$ 1,460.00 Sub Total
Expenses.xls/Building Page 3 of 14 12/6/20019:40 PM
Scouting (Charter)
$ 844.00 Total
Expenses.xis/Scouting Charter Page 4 of 14 12/6/2001 9:46 PM
Amount
Description
$
80.00
Leadership Fees
$
110.00
Office Su plies
$
250.00
Uniforms & Equipment_
$
200.00
Training
$
204.00
Postage
$ 844.00 Total
Expenses.xis/Scouting Charter Page 4 of 14 12/6/2001 9:46 PM
Scouting Budget
Amount Description
$32,719.14 *Scout Start-up Costs (Boys)
$24,818.58 *Scout Start-up Costs (Girls)
$ 57,537.72 Total for 4 Scouting Units w1110 youth
*See attached Scouting Budget for details
Expenses.xls/Scouting Budget Page 5 of 14 12/6/2001 9:56 PM
Christmas Program
$ 29,621.00 Total
Expenses.xls/Christmas Page 6 of 14 12/6/2001 9:56 PM
Amount
Description
$
400.00
8 2x5 Newspaper Display Ads
$
225.00
Film
$
7,560.00
Meat for Food Baskets
$
400.00
Scotch Tape
$
60.00
Parade of Lights Fees
$
500.00
Bulk Mail
$
476.00
1st Class Stamps
$
6,000.00
Bicycle Helmets
$
7,500.00
Toys
$
5,000.00
Clothin
$
1,500.00
1 Miscellaneous
$ 29,621.00 Total
Expenses.xls/Christmas Page 6 of 14 12/6/2001 9:56 PM
Spree Program
Amount
Description
$10,000.00
Clothing
$ 1,000.00
Backpacks
$ 408.00
Postage (1st Class Stamps)
$ 200.00
14 2x5 Newspaper Display Ads
$11,608.00 Total
Expenses.xis/Spree Page 7 of 14 12/6/2001 9:57 PM
Emergency/Special Program
Amount I Description
$ 1,350.00 Special Programs:
3 5 0
5
C. n,'1 0
$ 500.00 10ther
$ 1,850.00 Total
Expenses.xis/Emergency Page 8 of 14 12/6/2001 9:57 PM
Fish Derby (Estimated)
$ 2,824.00 Total (Estimated Expenses -First Time Event)
Expenses.xls/Fish Derby Page 9 of 14 12/6/2001 9:57 PM
Amount
Description
$
120.00
Bulk Mail
$
204.00
Postage (1st Class Stamps)
$
200.00
4 2x5 Newspaper Display Ads
$
150.00
Food Items to Sell at Event
$
1,500.00
Cash Prizes
$
350.00
Paper, Posters, Flyers
$
300.00
Event Pins
$ 2,824.00 Total (Estimated Expenses -First Time Event)
Expenses.xls/Fish Derby Page 9 of 14 12/6/2001 9:57 PM
Hot Rod Harley Fundraising (Expenses)
$ 6,250.00 Total
Expenses.xls/H&H Show Page 10 of 14 12/6/20019:57 PM
Amount
Description
$
90.00
Banner
$
200.00
4 2x5 Newspaper Display Ads
$
1,000.00
Beer
$
300.00
Kid Jumpers
$
750.00
Food items to sell
$
250.00
Soda & Water to sell
$
870.00
Damage Deposit (City to Refund)
$
200.00
Lake Entry Tickets for participants
$
200.00
Signs, Stakes, staples for event
$
1,500.00
Trophies and plaques
$
340.00
Postage
$
300.00
Port -Potties
$
250.00
Miscellaneous
$ 6,250.00 Total
Expenses.xls/H&H Show Page 10 of 14 12/6/20019:57 PM
Golf Tournament (Expenses)
$ 6,125.00 Total
Expenses.xls/Golf Page 11 of 14 12/6/20019:57 PM
Amount
Description
$
300.00
Pins
$
800.00
Towels, Caps, Shirts
$
600.00
Newspaper Display
$
2,000.00
Course Fees
$
400.00
Prizes
$
250.00
Misc (Si ns, Stakes, Supplies, Other)
$
125.00
Film/Developin
$
150.00
IChamber Flyers
$
1,500.00
ILunch & Dinner
$ 6,125.00 Total
Expenses.xls/Golf Page 11 of 14 12/6/20019:57 PM
Angel Recognition Dinner
(Black Tie Optional)
$ 7,007.00 Total
Expenses.xis/ARD Page 12 of 14 1216/20019:57 PM
Amount
Description
$
300.00
8 Awards & Plaques
$
348.00
12 Angel Awards
$
200.00
4 2x5 Newspaper Displays
$
15.00
RSVP Card Stock
$
900.00
Facility Rental
$
150.00
Raffle
$
204.00
Postage
$
75.00
Chamber Flyers
$
225.00
Decorations
$
700.00
Entertainment
$
3,000.00
Dinner
$
140.00
Desert
$
500.00
Liquor
$
250.00
1 Miscellaneous
$ 7,007.00 Total
Expenses.xis/ARD Page 12 of 14 1216/20019:57 PM
Vehicle Raffle (Expenses)
Amount Description
$ 1,500.00 Vehicle Purchase
$ 500.00 Repairs
$ 200.00 4 2x5 Newspaper Display Ads
$ 2,200.00 Total
Expenses.xlsNeh Raffle Page 13 of 14 12/6/2001 9:57 PM
Miscellaneous
Amount Description
$ 150.00 Brochures (Paper, Toner, etc.)
$ 150.00 Total
Expenses.xls/Misc Page 14 of 14 12/6/2001 9:57 PM
Scouting Totals
NewTroop Expenses.xls/LAAC Totals Scoutino Paoe 1 a•sz,) oR v
Anticipated Income During First Year
Scouting Budget For Second Year
Scouting Budget For First Year
Income Description
$
1,328.57
Total
LAAC Cost
Description
Actual Cost Family Cost
$
1,282.35
$
1,282.35
Basic Troop Start-up Costs to begin Boy Scout Meetings
$
-
$
3,129.75
$
1,043.25
Boy Scout Camping Equipment per Patrol (3 Patrols)
$
-
$
2,722.55
$
129.65 *Uniform Costs per Boy Scout (21 Scouts)
$
144.05 $ 14.41
$
4,347.95
$
207.05
Individual Boy Scout Camping Equipment (10*Scouts)
$
230.05 $ 23.01
$
2,739.06
$
2,739.06
Cub & Tiger Scout Start-up Costs to begin Pack/Den Meetings
Annual Income to fund ceremonies, camperships, purchase awards, first aid
3,825.00
$
1,108.35
$
1,108.35
Cub & Tiger Scout Craft Start-up Costs Den Meetings
$
605.37
$
8,032.50
$
382.50 *21 Annual Boy Scout Fees (BSA Reg, Camping, Dues, etc)
$
473.00 $ 90.50
$
3,402.00
$
162.00
21 Annual Cub Scout Fees (BSA Reg, Camping. Dues, etc)
$
235.00 $ 73.00
$
467.55
$
46.76
10 Tiger Cub Uniforms
$
51.95 $ 5.20
$
252.00
$
25.20
10 Tiger Cub Adult Uniforms
$
28.00 $ 2.80
$
2,402.19
$
114.39
121 Cub Scout Uniforms
$
127.10 $ 12.71
$
1,274.85
$
127.49
110 WEBLOS Scout Uniforms
$
141.65 $ 14.17
$ 1,558.05
$ 32,719.14
$ 1,558.05 5% Emergency/Contingency Fund
Total Cost To Begin & Operate Boy Scout Program for 62 youth in first year
NewTroop Expenses.xls/LAAC Totals Scoutino Paoe 1 a•sz,) oR v
Anticipated Income During First Year
Scouting Budget For Second Year
Total
Income Description
$
1,328.57
$ 30.00 Per Scout Family (Annual Dues) based on 62 Youth
$
-
(43 Famililes in LAAC Scouting Pgm [1.4 youth per family])
$
1,116.00
$ 18.00 BSA Fees for 62 Scouts
$
2,444.57
Total
Purchase/Replace/Replenish Troop Camping Equipment
$
Anticipated Annual BSA Expenditures
$
Total
Amount Description
$
434.00
$ 7.00 BSA Registration
$
186.00
$ 3.00 Insurance Fees
$
496.00
$ 8.00 Boys Life (Omit if Duplicate in family)
$
1,116.00
Total Expenditure of Income
$
2,444.57
Annual Scouting Income
$
1,116.00
Annual BSA Expenditures
$
1,328.57
Annual Income to fund ceremonies, camperships, purchase awards, first aid
3,825.00
$
kits, rope, and material to build & maintain Patrol Boxes, etc.
NOTE: The above is based on 62 mole youth in the LAAC Scouting Program for one year.
NewTroop Expenses.xls/LAAC Totals Scoutino Paoe 1 a•sz,) oR v
Scouting Budget For Second Year
Total
Cost
Description
$
-
$
-
Basic Scout Troop Start-up Costs to begin Troop Meetings
$
1,043.25
$
1,043.25
Purchase/Replace/Replenish Troop Camping Equipment
$
1,296.45
$
129.65
Boy Scout Uniform Costs per Scout (10 Scouts)
$
2,070.45
$
207.05
Individual Scout Camping Equipment (10 Scouts)
$
1,143.90
$
114.39
Uniforms for 10 New Cub Scouts
$
1,108.35
$
1,108.35
Grafts for Cub Scout Program
$
1,620.00
$
162.00
10 BSA, Pgm, Camping, etc for Cub Scouts
$
3,825.00
$
382.50
10 BSA, Pgm, Camping, etc for Boy Scouts
$
605.37
$
605.37
5% Emergency/Contingency Fund
$
12,712.77
Total
NewTroop Expenses.xls/LAAC Totals Scoutino Paoe 1 a•sz,) oR v
Scouting H Budget
(Girl Scouts of America)
The above is based on 48 girls in the LAAC Scouting Program for first
Anticipated Income During First Year
Total
Girl Scout Budget For First Year
$ 1,028.57
$ 30.00 Per Scout Family (Annual Dues) based on 48 Youth
LAAC Cost
(34 Famitiles in LAAC Scouting Pgm (1.4 youth per family))
Total
LAAC Cost Description
Actual Cost
Family
Cost
$
1,903.90
$
1,903.90 Basic Troop Start-up Costs to begin Girl Scout Meetings
$ 1,903.90
$
-
$ 384.00
$ 8.00 GSA Magazine (Omit if Duplicate in family)
$
1,043.25 'Girl Scout Camping Equipment er Patrol 2 Patrols
$ 1,043.25
$
$ 864.00
Annual GSA Expenditures
$ 1,028.57
$
207.05 'Individual Scout Camping Equipment 15 Scouts
$ 230.05
$
23.01
$
9,180.00
$
382.50 24 Annual Brownie Scout Fees (BSA Reg, Camping, Dues, etc)
$ 473.00
$
90.50
$
9,180.00
$
382.50 24 Annual Junior Scout Fees (BSA Reg, camping, Dues, etc)
$ 47.3.00
$
90.50
$
-
$
382.50 "15 Annual Cadette Scout Fees (BSA Reg, Camping, Dues. etc)
$ 473.00
$
90.50
$
-
$
382.50 '15 Annual Senior Scout Fees (BSA Reg. Camping, Dues, etc)
$ 473.00
$
90.50
$
1,661.04
$
69.21 24 Brownie Scout Uniforms Grades 1 - 3
$ 76.90
$
7.69
$
1,711.80
$
71.33 24 Junior Scout Uniforms Grades 3 - 6
$ 79.25
$
7.93
$
-
$
71.33 `15 Cadette Scout Uniforms Grades 6 - 9
$ 79.25
$
7.93
$
-
$
71.33 '15 Senior Scout Uniforms Grades 9 - 12
$ 79.25
$
7.93
$
1,181.84
$
1,181.84 5% mergency/Contingency Fund
Cadette & Senior Program to begin Spring of 2003
$
24,818.58
Total Cost To Begin & Operate Girl Scout Program for 48 youth in first year
The above is based on 48 girls in the LAAC Scouting Program for first
Anticipated Income During First Year
Total
Income Description
$ 1,028.57
$ 30.00 Per Scout Family (Annual Dues) based on 48 Youth
LAAC Cost
(34 Famitiles in LAAC Scouting Pgm (1.4 youth per family))
$ 864.00
$ 18.00 GSA Fees for 48 Scouts
$ 1,892.57
Total
Basic Scout Troop Start-up Costs to begin Troop Meetings
Anticipated Annual GSA Expenditures
Total
Amount Description
$ 336.00
$ 7.00 GSA Registration
$ 144.00
$ 3.00 Insurance Fees
$ 384.00
$ 8.00 GSA Magazine (Omit if Duplicate in family)
$ 864.00
Total Expenditure of Income
$ 1,892.57
Annual Scouting Income
$ 864.00
Annual GSA Expenditures
$ 1,028.57
Annual Income to fund ceremonies, camperships. purchase awards, first aid
$
kits, rope, material to build & maintain Patrol Boxes. etc.
The above is based on 48 girls in the LAAC Scouting Program for first
GSA Budget.xls/GSA Bdgt Page 1 of 1 12/6/2001 11:02 PM
Girl Scout Budget For Second Year
Total
LAAC Cost
Description
$
-
$
-
Basic Scout Troop Start-up Costs to begin Troop Meetings
$
1,043.25
$
1,043.25
Purchase/Replace/Replenish Troop Camping Equipment
$
346.05
$
69.21
Brownie Scout Uniform Costs for 5 Scouts
$
356.63
$
71.33
Junior Scout Uniform Costs for 5 Scouts
$
356.63
$
71.33
Cadette Scout Uniform Costs for 5 Scouts
$
356.63
1 $
71.33
Senior Scout Uniform Costs per Scout 5 Scouts
$
3,105.68
$
207.05
Individual Scout Camping Equipment 15 Scouts
$
7,650.00
$
382.50
20 GSA Fees, Dues, Camping, etc for Scouts
$
660.74
$
660.74
5% Emergency/Contingency Fund
$
13,875.59
Total to operate Troop during the 2nd year with 68 youth
GSA Budget.xls/GSA Bdgt Page 1 of 1 12/6/2001 11:02 PM
Mailing Address:
PO. Box 1569
Stockton, CA
95201-1569
County Contact
Information:
?hone: 209/468-8566
Fax: 209/468-9346
Main Office:
1908 N. West Lane,
Suite 201
itockton, CA 95210
'hone 209/475-9811
Fax 209/475-9822
COMMUNITY PARTNERSHIP FOR FAMILIES
OF SAN JOAQUIN
t
t
December 12, 200
Dennis J. Callahan
Fleet and Facilities Manager
City of Lodi Public Works Department
221 W. Pine Street
P. O. Box 3006
Lodi, CA 95241-1910
Dear Mr. Callahan,
Please find enclosed the Community Partnership for Families' proposal to
develop and operate the former New Shanghai restaurant property on the
southwest corner of Main and Pine in Lodi as a multi -use neighborhood service
center. As with other centers developed and operated by the Partnership, we
would use the facility to provide a wide range of services, supports, activities, and
opportunities for families living in nearby areas. This would include health
services, financial services, social service, educational services—basically any
service necessary to build stronger, more independent and resourceful families.
The Partnership's efforts are tied to very specific, measurable goals for the
children, families, and communities it serves—and it has substantial experience
developing and delivering these services.
Partnership staff will administer the center and coordinate activities provided
through the center and it has sufficient funding to undertake renovation of the
facility and property.
If you have any questions about this, please feel free to call (608-0452).
Sincerely,
Angelina Campos
Deputy Director
cpfgen0i\12
...n, r 1
PROPOSAL TO THE CITY OF LODI
TO LEASE THE FORMER "NEW SHANGHAI RESTAURANT"
100 EAST PINE STREET, LODI
COMMUNITY PARTNERSHIP FOR FAMILIES
1. A SUMMARY OF THE ORGANIZATION, EVIDENCE OF NON-PROFIT
STATUS, ITS HISTORY, THE INTENDED USE FOR THE FACILITY AND A
STATEMENT OF HOW THE COMMUNITY WILL BENEFIT FROM THIS USE,
ANTICIPATED NUMBER OF USERS ON AN AVERAGE WEEKDAY AND
WEEKEND, AND DESIRED HOURS OF OPERATION
a. Summary of the organization. The Community Partnership for Families of
San Joaquin is a nonprofit, countywide organization that works with a wide range
of public and private partners to build financially self-sufficient families and
ensure the academic success of children and youth. The Partnership draws its
membership from the business community, the faith community, schools, public
and private service organizations, criminal justice agencies, neighborhood
groups and residents, and health agencies. The Partnership's membership is
listed on the attached (see Appendix 1). Phyllis Grupe chairs the Partnership's
Board. Other board members include Andy Prokop, Executive Director of the
United Way; Roger Speed, Director of Health Care Services for San Joaquin
County; John Vera, Director of San Joaquin County Human Services Agency,
Delia Ordaz, a resident representative; and others. The Partnership has existing
working relationships with the Lodi Unified School District (particularly the
Heritage and Lawrence Elementary Schools), the Lodi Chamber of Commerce,
the City of Lodi (with which it co-sponsors the Celebration on Central, see article
attached as Appendix 2), churches serving the east side of Lodi, and other
organizations in this area.
The Partnership was organized in the fall of 1998. Its first programmatic effort
was the development of a "pilot" neighborhood center that provided a wide range
of services to families living in northeast Stockton (the center is located at West
and Hammer Lanes). During its initial years of operation, the United Way acted
as the Partnership's fiscal agent. With its rapid growth, the Partnership
incorporated in the summer of 2001 (see evidence of nonprofit status attached as
Appendix 3). It now has approximately 20 full-time staff members, two of which
are working in East Lodi. These staff members are working to develop integrated
service teams and neighborhood service centers. In the fall of 2001, The
Partnership's early work was recognized by the City, County, Schools
Partnership—a partnership among the League of California Cities, the California
State Association of Counties, and the California School Board Association.
CCS awarded the Partnership its prestigious Community Partnership Award,
which recognizes distinguished efforts to work across city, county, and school
sectors to improve the status of children and families.
b. Intended use of the facility. The Community Partnership will use the facility
at 100 East Pine to develop a neighborhood resource center that serves children,
youth, and families living throughout the surrounding area. The center's
programs and activities will be carefully organized to achieve the outcomes noted
above (to build financially self-sufficient families and ensure the academic
success of children and youth) and provide other specific benefits to the
community. The center will have three primary functions:
e To support an integrated service team of both public and private agency
staff (further described below);
e To host a wide range of services, supports, and activities desired by
residents that fall outside those provided by the core integrated service
team; and
e To support resident -driven initiatives and activities for children, youth, and
families (examples are after-school activities, tutoring, cultural activities);
Key features of the center will include (a floor plan is included as Appendix 4):
(1) Several multi-purpose meeting/activity/classroom areas for neighborhood
meetings and activities, staff training, and integrated team meetings,
tutoring, GED, ESL and other activities for youth;
(2) Work spaces for integrated service team members and other service
providers;
(3) Informal play/child care areas for families using the center;
(4) Multi-purpose office space for smaller meetings and private consultations
for those using services; and
(5) Work space for residents working on local initiatives such as health fairs,
after-school activities, days -in -the -park, etc.
c. How the community will benefit from its use: The Community Partnership's
core goals are to build financially self-sufficient families and ensure the academic
success of children and youth, but we have designed the center and its services
and programs to benefit the community in the following specific ways:
Benefit 9: Families will have greater access to services and services better
tailored to their needs and strengths: All of the partner agencies and local
stakeholders at each of the centers that the Partnership develops participate in
an extensive strategic planning process that links the services, supports,
2
activities, and opportunities provided to specific measurable improvements in the
status of children, youth, and families.
The core service team at the center will function as an integrated service team.
The team is designed to provide extensive prevention services but it is also
equipped to address the problems of families with multiple and complex needs. It
includes most or all of the basic county services and provides struggling families
with close to a one-stop service package. The core team includes but is not
limited to the following:
• Site Coordinator (1)
• Family Outreach Specialist (1)
• Information and Referral Specialists (1)
• Success by -Six Parent Educators (2-4)
• Child Abuse Prevention Council Home Visitors (2-4)
• Mental Health Worker (1)
• Public Health Visiting Nurse (part-time)
• Child Welfare Workers (1)
• Human Services Agency Staff (4-6)
• Domestic Violence Service Provider (part-time)
• Parent Advocates (part-time)
• Youth Outreach Workers (1-2)
• Substance Abuse Counselor (part-time)
The team carefully coordinates its services with other agencies that may not be
represented at the center but that work in the area (this includes probation,
police, city agencies, and private nonprofits). The staff the Partnership employs
to serve the Lodi area and to administer the center are culturally competent and
bilingual.
Benefit 2: Families in the community will be Financially self-sufficient A
particularly important feature of this center will be a cooperative effort between
the Partnership, the business community, local financial institutions, the San
Joaquin Housing Authority, the San Joaquin Human Services Agency, Delta
Community College, the Employment and Economic Development Department,
and private nonprofit agencies to provide services and instruction designed to
assist families in achieving financial self-sufficiency. This will include courses in
how to manage family budgets, actual direct financial services, first-time home
buyer programs, asset development programs for families that wish to begin
saving toward home and small business purchases, Earned Income Tax Credit
savings programs, etc.
Benefit 3: Children will be ready to learn when they enter kindergarten: The
center will also support a wide range of service partners and programs that will
provide long-term, intensive services designed to ensure that children and
families have the support they need to ensure that their children will begin school
ready to learn (and, therefore, be more successful in school). Our service
partners in this effort will include the United Way, EI Concilio, the Child Abuse
Prevention Council, Family Resource and Referral, Department of Public Health
and other public and private service providers. The core strategies will be the
Success By 6 parent educators and the Child Abuse Prevention Center's
Creating Healthy Environments for Children program. These efforts will also be
assisted by the presence of the county's child welfare division of the Human
Services Agency and the Women's Center—this will be tied to benefit4, which
is reducing the incidence of family violence in the community served (child
abuse and neglect and domestic violence).
Benefit 4: Children and youth will be more successful in school: The
primary goals of the integrated service team (which we refer to as a Family
Success Team) are to assist struggling families in ensuring that their children will
be successful in school. This multidisciplinary team puts together a
comprehensive package of services and supports for the entire family so that the
child will be able to "stay on track" in school. The primary source of referrals is
schools in the surrounding area. This effort has been quite successful at its pilot
sites. This is a well-developed strategy, which is already underway in east Lodi
but will be able to go to full-scale operation at the proposed center.
In addition, the center will support a wide array of literacy, tutoring, and other
learning and cultural activities—all designed to promote stronger learning habits
and skills. These programs and activities complement the core services provided
by the Family Success Team.
Benefit 5: The community served will be stronger and more resourceful:
The Community Partnership invests heavily in engaging the community in the
oversight and design of programs and activities at the center. The center will
have a community advisory board of local residents and will have workspace
dedicated for their use in organizing projects, self-help efforts, and other activities
(one might be increased participation in the Celebration on Central). The goal is
to give families and the community the opportunity to help themselves—not
simply provide them with public services.
d. Anticipated number of users on an average weekday and weekend: The
center will support the work of multiple agencies and programs. Some of the
programs serve individual clients (such as mental health and probation). Some of
the programs provide classes and group activities. Typically, the tutoring and
after-school activities at our pilot centers draw approximately 20-40 youth each
day and another 20 children, youth, and families are served by the center on an
individual basis. In addition, the pilot centers offer GED and other academic
remediation classes to approximately 40 families each evening. We estimate,
therefore, that the center in Lodi will serve 50-80 children, youth and
families each day.
4
e. Desired hours of operation: The center should be open regular business
hours to support the work of its partner public agencies (7:30am-6:00pm) and it
should be open evenings and weekends to support classes, after-school
activities, community events (6-9pm on weekdays and all day on weekends,
depending on scheduled activities. The precise hours of the center will be driven
by community needs and are likely to expand with the continued operation of the
center.
2. A STATEMENT THE PROPOSER IS WILLING TO LEASE THE FACILITY,
THE AMOUNT, CONDITIONS AND TERM OF LEASE.
The Community Partnership for Families proposes to lease the facility for $1.00 a
year for a ten-year period with an option to renew the lease for an additional ten-
year period. As described in detail in the enclosed renovation plan, the
Partnership plan will invest approximately $302,000 in the renovation of the
facility. This includes significant exterior work that will improve the appearance of
the building and the overall environment of the nearby area. In addition, based on
work at other sites, we estimate that it will cost approximately $120,000 to fully
furnish the facility (including work stations, classroom furnishings, activity
centers, etc.). The Partnership will assume all operating costs (utilities,
personnel, etc).
3. A FINANCIAL PLAN ESTABLISHING PROPOSER'S ABILITY TO FINANCE
MAINTENANCE AND OPERATION COSTS.
The Partnership has a diversified funding base, with income streams from
foundations, local funders, and public sources. Our funding base is sufficiently
diversified to make us able to weather the current state and federal funding
cutbacks. Our annual operating budget is approximately $1.4 million, of which
approximately $200,000-$250,000 will be focused to support the work of the
Partnership in the City of Lodi. The Partnership will provide documentation
regarding its current contracts at the City's request.
4. A STATEMENT AS TO WHETHER ALL OR PART OF THE FACILITY IS
NEEDED (IF PARTIAL, INDICATE PORTION DESIRED).
While the Partnership intends to occupy the full facility, it has designed specific
areas for the use of the entire community. Not only is approximately 2300 sq. ft.
available for multipurpose activities, the storage area (of approximately 1480 sq.
ft.) is also available to community groups.
The Partnership makes facilities open to organizations and informal community
groups that have roughly complementary goals. In addition, it generally does not
charge for the use of such facilities, though long-term partners are asked to
contribute to the ongoing expenses involved in maintaining a center. Such
financial arrangements are designed with the express purpose of providing an
incentive to these groups to work to deliver services through the center or
provide activities at the center (that is, we use our funding streams to subsidize
the expansion of services to the community).
5. A STATEMENT AS TO WILLINGNESS TO SHARE THE FACILITY WITH
OTHERS IN A JOINT USE ARRANGEMENT AND IF MORE THAN ONE
GROUP IS SUBMITTING THE PROPOSAL, A SCHEDULE OF HOW THE
GROUPS WILL WORK TOGETHER.
The Community Partnership functions—as its name implies—in partnership with
multiple agencies. As noted above, a wide range of staff will use the center to
serve the local community. Not all of these agencies will have staff located at the
center on a full time basis, but all will provide significant services and programs
through the center. Partner agencies include the following:
• Center for Positive Prevention Alternatives (CPPA)
• Child Abuse Prevention Council
• EI Concilio
• Delta Community College
• Family Resource and Referral Center
• Lodi Unified School District
• San Joaquin County Employment and Economic Development
Department
• San Joaquin County Human Services Agency
• San Joaquin County Mental Health Services
• San Joaquin County Probation Department
• San Joaquin County Office of Substance Abuse Services
• San Joaquin County Public Health Services
• United Way of San Joaquin, Success By 6
• The Women's Center
6. A PLAN TO REMODEL THE FACILITY TO SUIT PROPOSER'S NEEDS,
INCLUDING A SCHEDULE TO BEGIN AND COMPLETE CONSTRUCTION
(PREFERABLY WITHIN 6 MONTHS), TOGETHER WITH A COST ESTIMATE
AND A FINANCIAL PLAN ESTABLISHING THE PROPOSER'S ABILITY TO
FINANCE THE REMODEL.
We have enclosed a plan and schedule for completing the renovation of the site
(see Appendix 5). Our contractor estimates that it will need four weeks to
complete the drawings for the center, three weeks to secure approval of those
drawings, and two months to complete construction. We, therefore, believe we
could complete construction by June 1, 2002 (assuming a February 1, 2002 start
date).
The Partnership estimates that it will cost approximately $420,000 to "open" the
center ($302,000 for construction and related work and $120,000 for furnishings).
The Partnership has sufficient cash reserves and current funding streams to
cover over 75 percent of these costs. In addition, it has existing relationships with
a sufficiently wide range of funders to cover the remaining costs. These funders
include the local business community, local financial institutions, and foundations
that currently support the work of the Partnership. Examples include the United
Way, the Human Services Agency and current public funding streams. The City's
approval of our proposal will be necessary for us in order to finalize commitments
with these funders. However, the Partnership has worked with these partners in
successfully developing centers in other areas of the County.
The Partnership will begin renovation work within one month if awarded
the lease. The Partnership does not intend to seek direct financial support from
the City of Lodi. A current financial statement is enclosed that indicates
adequate financial reserves to undertake construction (Appendix 6).
7. A $1,000 SECURITY DEPOSIT.
A deposit of $1,000 is enclosed.
cpfgen01112
7
Appendix 1
Membership List
Community Partnership for Families
of San Joaquin
AT&T
Asian Pacific SelfDevelopment and Residential Association
Business Council, Inc
Center for Positive Prevention Alternatives
Child Abuse Prevention Council
Children's Home of Stockton
City of Lodi
City of Stockton
Council for the Spanish Speaking
Dameron Hospital
Delta Health Care
Emergency Food Bank
Family Resource and Referral Center
Head Start
Lao Family Community Services
Lodi Police Department
Lodi Unified School District
Media One
"People And Congregations Together"for San Joaquin County
San Joaquin A+ ,
San Joaquin County Department of Probation
San Joaquin County Health Care Services
San Joaquin County Housing Authority
San Joaquin County Human Service Agency
San Joaquin County Juvenile Justice System Coordinator
San Joaquin County Mental Health Services
San Joaquin County Office of Education
San Joaquin County Office of Substance Abuse
San Joaquin County Private Indus" Council
San Joaquin County Public Health Services
San Joaquin Delta College
St Joseph's Regional Health System
Stockton Chamber of Commence
Stockton Police Department
Stockton UnQ?ed School District
Stockton—San Joaquin County Public Library
The Record
United Way of San Joaquin County
H'hole Life Center
Women's Center
Partnership Neighborhood Coalitions
Calavaras River Central Community Partnership
Coalition United For Families (CUFF] Southeast Stockton
East Lodi Community Coalition
Fremont Middle School Community Coalition
Northeast Stockton Neighborhood Coalition
Southwest Stockton do 84 George's Neighborhood Betterment Committee
RATION QN.0
Lddi's Eastside unites for festival of music, food, fur'
ey Julia Priest
News-Sentlnal staff writer
Lodi's Eastside community
came together in'a big way on
Central Avenue on Sunday.
The second annual Celebra-
tion on Central took over the av-
enue from just south of Lodi Av-
a�ue to Tekey Skeet endfor four
haure on Sunday, the street was
filled with music, food and educa-
tion.
The.festival was a coabora-
tionbetween the city of Lodi and
the Community Partnership for
Some .;people.. drove to; .tabs -
evePt,.makin6 ParkWg on<YSA*k' XWFFR wrr__;: EIl/NmrG.Mn
narrow streets a bit problematife, Guadalupe Ramirez, 7, has her face painted by clown Ana -Banana on Sunday afternoon at
but many of the attendees,were the Celebration on Central -
residents, of the ethnically di-
veyse and concentrated neighbor- The free food — from middle it was donated by the greater The music included a Taiko
hoods nearby. eastern samosas, to chocolate Stockton Area Food Bank, and drum corps from the Lodi Bud -
,She population is so dense cakes, included more than 500 prepared by volunteer service or- dhist church, Pedro Medina's
here,". gald•plamilton, that if you tacos, 1,000 tamales,' 350 sushi- ganizations like the Lodi Mexi- mariachi band, the colorful Bal -
on the music and fire up rolls, 3,500 sno-cones and even can American Lions Club and let Folldorico, and Sam'liernan-
tbarbecue; people will come grilled vegetarian hot-dogs, were members of Century Assembly dee "Mombo Logic" interactive
oma gobbled up in short order. Most of Church. Please see Celebration, Page -A
- --- -. ..._.... _.—...�--•----r.,..,.. �r--Jr.--se�� .-:-.+ars.-�-t�ac^r.�c:�-.��E++ xca,'"r`"
1ff P_-no4yiFZ
FILE COPY
foods Hunny, a
rabbit in the
Kiwanis Club
Petting Zoo,
on Sunday
afternoon at
the
t*lebration on
Central.
JENNIFER MATTHEWS-
NOWELUNewe-senfinel
Continued from Page 1
music booth.
Lodi . police. motorcycle officer
Mick Rafiq sweated in his knee
high leather boots and dark blue
-uniform, as he stood on the sunny
'side of Central avenue_ overseeing
the festivities, but he had a smile
on his face. "This community has
been great," he said, noting that
There were. no incidents of discord
for unrest during the large gather-
Rafiq said that for four days fol-
lowing the terrorist attacks, his de-
partment had provided 24 hour se-
curity around the. Muslim mosque
on Poplar Street, a few blocks from
the'festival location, but that there
had' been no trouble and none was
fid•
There was no more security at.
this festiyval than at the inaugural
one last year, according to Rafiq, al-
though, attendance .was greater.
"We just want a presence here to
kliow the community our support,"
hie. said.
Tl a .theme of cooperation and.
good *M -vas mirrored iu the eager
wats
participation in the Breakthrough
Project's "fishing wall," a great fa-
vorite with all the 'children and
teens. Kids lined up three deep for
a chance to cast a fishing line over
a colorful ,wooden divider painted
with an ocean scene.
On the back side sat volunteers
from the project and from Lodi
High School's Breakthrough .Club,
who would take turns snapping
candy, small toys and. inspirational
scrolls to the lines, tossing them
back over to the delighted anglers.
.Lodi High seniors Danielle Bow-
man and Erica Yoon were busy
clothes pinning lollipops, while
club president Ashkon. Shaahinfar,
also a senior, kept the rods and
reels coming on the other side.
"Other than getting hit on the
head, (with clothespins) : a few
times, this has been great," Yoon
grinned. "The kids are really work-
ing well together."
Yoon said that the club had.in-
creased its services.,.at Lodi. Nigh
since the Sept 11 attacks; with two
Peet coupse%rs on hand 'at all.
times -for students to discuss con
cerns about cultural'differences.
Also present were ;Community ;
Medical Centers representatives
offering. information � on. women's '
health; demonstrations and Free
inoculations. School. nurse. Roberta
Williams, of Lodi; said`. that -not
many took advantage: of .the free
shots and :all but the :educational
material printed . in 'Urdu .arid
Spanish as well as English:was all.
taken up -within the first 1our.
Lodi's -Animal Shelter, `. PaikS..
and Recreation` department and
many other'services reached out -to
the community .with information.,
coupons and s,amples_'Raise.r Per-
manente' had a mobile .health elin-
is"with free health screenings and,
gave. away a truckload .of'..medi
cines, mostly children's 'formula
pain relievers. and cold medicines.
Organizers .said : that.: they'.
would meet :later. -in the month to.
assess. thepositive.:: and negative .
from this year's event, -and' expect',,
next year's to be. bigger ail better.:
"Next:time, though,. -we'll ask for.
a street -sweeper,." said. Hamilton
with a weary c, pp. kl
ce
INTERNAL REVENUE SERVICE
P. O. BOX 2508
CINCINNATI, OH 45201
Date: f AUL 19 M
COMMUNITY PARTNERSHIP FOR FAMILIES
OF SAN JOAQUIN
C/O STEWART WAKELING
222 E WEBER AVE
STOCKTON, CA 95202
Dear Applicant:
FILE CUPTDEPARTMENT ���
Employer Identification Number:
68-0475602 }
DLN-
17053172014001
Contact Person:
JOHN JENNEW$IN ID# 31307
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:
June 30
Foundation Status Classification:
509 (a) (1)
Advance Ruling Period Begins:
April 18, 2001
Advance Ruling Period Ends:
June 30, 2005
Addendum Applies:
No
Based on information you supplied, and assuming your operations will be as
stated in your application for recognition of exemption, we have determined you
are exempt from federal income tax under section 501(a) of the Internal Revenue
Code as an organization described in section 501(c)(3).
Because you are a newly created organization, we are not now making a
final determination of your foundation status under section 509(a) of the Code.
However, we have determined that you can reasonably expect to be a publicly
supported organization described in sections 509(a)(1) and 170 (b) (1) (A) (vi) .
Accordingly, during an advance ruling period you will be treated as a
publicly supported organization, and not as a private foundation. This advance
ruling period begins and ends on the dates shown above.
Within 90 days after the end of your advance ruling period, you must
send us the information needed to determine whether you have met the require-
ments of the applicable support test during the advance ruling period. If you
establish that you have been a publicly supported organization, we will classi-
fy you as a section 509(a)(1) or 509(a)(2) organization as long as you continue
to meet the requirements of the applicable support test. If you do not meet
the public support requirements during the advance ruling period, we will
classify you as a private foundation for future periods. Also, if we classify
you as a private foundation, we will treat you as a private foundation from
your beginning date for purposes of section 507(d) and 4940.
Grantors and contributors may rely on our determination that you are not a
private foundation until 90 days after the end of your advance ruling period.
If you send us the required information within the 90 days, grantors and
Letter 1045 (DO/CG)
-2 -
COMMUNITY PARTNERSHIP FOR FAMILIES
contributors may continue to rely on the advance determination until we make
a final determination of your foundation status.
If we publish a notice in the Internal Revenue Bulletin stating that we
will no longer treat you as a publicly supported organization, grantors and
contributors may not rely on this determination after the date we publish the
notice. In addition, if you lose your status.as a publicly supported organi-
zation, and a grantor or contributor was responsible for, or was aware of, the
act or failure to act, that resulted -in your loss of such status, that person
may not rely on this determination from the date of the act or failure to act.
Also, if a grantor or contributor learned that we had given notice that you
would be removed from classification as a publicly supported organization, then
that person may not rely on this determination as of the date he or she
acquired such knowledge.
If you change your sources of support, your purposes, character, or method
of operation, please let us know so we can consider the effect of the change on
your exempt status and foundation status. If you amend your organizational
document or bylaws, please send us a copy of the amended document or bylaws.
Also, let us know all changes in your name or address.
As of January 1, 1984, you are liable for social security taxes under
the Federal Insurance Contributions Act on amounts of $100 or more you pay to
each of your employees during a calendar year. You are not liable for the tax
imposed under the Federal Unemployment Tax Act (FUTA).
Organizations that arenot private foundations are not subject to the pri-
vate foundation excise taxes under Chapter 42 of the Internal Revenue Code.
However, you are not automatically exempt from other federal excise taxes. If
you have any questions about excise, employment, or other federal taxes, please
let us know.
Donors may deduct contributions to you as provided in section 170 of the
Internal Revenue Code. Bequests, legacies, devises, transfers, or gifts to you
or for your use are deductible for Federal estate and gift tax purposes if they
meet the applicable provisions of sections 2055, 2106, and 2522 of the Code.
Donors may deduct contributions to you only to the extent that their
contributions are gifts, with no consideration received. Ticket purchases and
similar payments in conjunction with fundraising events may not necessarily
qualify as deductible contributions, depending on the circumstances. Revenue
Ruling 67-246, published in Cumulative Bulletin 1967-2, on page 104, gives
guidelines regarding when taxpayers may deduct payments for admission to, or
other participation in, fundraising activities for charity.
You are not required to file Form 990, Return of Organization Exempt From
Income Tax, if your gross receipts each year are normally $25,000 or less. If
you receive a Form 990 package in the mail, simply attach the label provided,
check the box in the heading to indicate that your annual gross receipts are
normally $25,000 or less, and sign the return. Because you will be treated as
a public charity for return filing purposes during your entire advance ruling
Letter 1045 (DO/CG)
-3 -
COMMUNITY PARTNERSHIP FOR FAMILIES
period, you should file Form 990 for each year in your advance ruling period
that you exceed the $25,000 filing threshold even if your sources of support
do not satisfy the public support test specified in the heading of this letter.
If a return is required, it must be filed by the 15th day of the fifth
month after the end of your annual accounting period. A penalty of $20 a day
is charged when a return is filed late, unless there is reasonable cause for
the delay. However, the maximum penalty charged cannot exceed $10,000 or
5 percent of your gross receipts for the year, whichever is less. For
organizations with gross receipts exceeding $1,000,000 in any year, the penalty
is $100 per day per return, unless there is reasonable cause for the delay.
The maximum penalty for an organization with gross receipts exceeding
$1,000,000 shall not exceed $50,000. This penalty may also be charged if a
return is not complete. So, please be sure your return is complete before you
file it.
You are not required to file federal income tax returns unless you are
subject to the tax on unrelated business income under section 511 of the Code.
If you are subject to this tax, you must file an income tax return on Form
990-T, Exempt Organization Business Income Tax Return. In this letter we are
not determining whether any of your present or proposed activities are unre-
lated trade or business as defined in section 513 of the Code.
You are required to make your annual information return, Form 990 or
Form 990 -EZ, available for public inspection for three years after the later
of the due date of the return or the date the return is filed. You are also
required to make available for public inspection your exemption application,
any supporting documents, and your exemption letter. Copies of these
documents are also required to be provided to any individual upon written or in
person request without charge other than reasonable fees for copying and
postage. You may fulfill this requirement by placing these documents on the
Internet. Penalties may be imposed for failure to comply with these
requirements. Additional information is available in Publication 557,
Tax -Exempt Status for Your Organization, or you may call our toll free
number shown above.
You need an employer identification number even if you have no employees.
If an employer identification number was not entered on your application, we
will assign a number to you and advise you of it. Please use that number on
all returns you file and in all correspondence with the Internal Revenue
Service.
If we said in the heading of this letter that an addendum applies, the
addendum enclosed is an integral part of this letter.
Because this letter could help us resolve any questions about your exempt
status and foundation status, you should keep it in your permanent records.
Letter 1045 (DO/CG)
-4-
COM4UNITY PARTNERSHIP FOR FAMILIES
If you have any questions, please contact the person whose name and
telephone number are shown in the heading of this letter.
Enclosure(s):
Form 872-C
Sincerely yours,
Steven T. Miller
Director, Exempt Organizations
Letter 1045 (DO/CG)
Form 872-C
Consent Fixing Period of Limitation Upon
Assessment of Tax Under Section 4940 of the
Internal Revenue Code
OMB No. 1645-0056
(Rev. September 1998)
To be used with
Form 1023. Submit
Dqm"ent of the Treasury
haemal Revenue Service
(See instructions on reverse side.)
in duplicate.
Under section 6501(c)(4) of the Internal Revenue Code, and as part of a request filed with Form 1023 that the
organization named below be treated as a publicly supported organization under section
170(b)(1)(A)(vi) or
section 509(a)(2) during an advance ruling period,
o__r►+_r_r_ut4 +14.C4°i4i;p r_.Fmujasf.So,nToa�,c��n
document'
District
(Exact legal name of organization as shown in organizing
Director of
Internal Revenue, or
n n �/ -'-1 _ /J and the
2�2 k k� f!-_,nr:YQ.__.1�C►m
Assistant
Commissioner
:�t'��.s3tQ_K�Qj9 �.i_!�-.9�.4Pa.
(Number, street, city or town, state, and ZIP code)
(Employee Plans and
Exempt Organizations)
consent and agree that the period for assessing tax (imposed under section 4940 of the Code) for any of the 5
tax years in the advance ruling period will extend 8 years, 4 months, and 15 days beyond the end of the first tax
year.
However, if a notice of deficiency in tax for any of these years is sent to the organization before the period
expires, the time for making an assessment will be further extended by the number of days the assessment is
prohibited, plus 60 days.
Ending date of first tax year __,,1LlYlp_.,3000_ j-__________
(Month, day, and year)
of organization (as shown in organizing document)
:; o wt kn �
Officer or trust& having
Signature to,
For IRS use
District Director or Assistant Commissioner (Employee Plans and Exempt Organizations)
ateven T•. Miller Director, Exempt Organization
Date
e or printp name and title
��1M1lat ✓fi UVt�li��l ,�4 �p` ..Y//`�c:g O r
Date
JUL 0 2 2001
By ► �a O Grow) Manager
For Papertn4k Reduction Act Notice, see page 7 of the Form 1023 Instructions. Cat. No. 16905Q
t
December 4, 2001
Community Partnership for
Families of San Joaquin
7908 N. West Lane, Suite 201
Stockton, CA 95210
ATTN. Stewart Wakeling
REt 100 Pine St., Lodi, CA
P R O P O S A L
J.R. Lennen Construction, Inc. will provide labor, materials and
"DESIGN BUILD" Architectural, Engineering; Plumbing, Electrical &
Mechanical drawings for the above-mentioned project. This proposal
is a "Preliminary Budget" based on site visits & a preliminary
space plan (attached) provided by J.R. Lennen Construction, Inc.
Dated 11-26-01
THE TOTAL PROJECTED COSTt (see attached estimate breakdown)
THREE HUNDRED FOUR THOUSAND FIVE HUNDRED EIGHT -SEVEN,
($ 304,587.80)
NOTES:
* Electrical service will be converted back to a single use
tenant.
* Existing HVAC system is not adequate and will not be able to
be reconfigured for the new use. HVAC system to be replaced
with (3) 5 ton roof top units.
Please let me know if you have any questions. Thank you for
considering J.R. Lennen Construction, Inc. for this project.
Sincerel ,
Ja ennen
P e dent
d7nA Ct An'irc a nlr • Ctnr4tnn e`A 0A710_1AAA . I iron 970A0AA . 7n0/A7A_"nA Cev 7n�lA 77...4 F7A
DEC. 3, 2001 J.R. LENNEN CONSTRUCTION, INC.
STOCKTON, CA 95219
BID ESTIMATE SHEET
PROJECT:
BLD SF
TOTAL PROJECT COST
COST PER SO. FT.
COMMUNITY PARTNERSHIP
100 E. PINE ST., LODI, CA
7,140
$304,587.80
42.66
DIVISION 1 GENERAL CONDITIONS
LABOR
MATERIALS
NOTES
BY TENANT
1000 SUPERVISION 10 500.00
1001 GENERAL LABOR 2,460.00
1002 JOB PHONE 500.00
1003 TEMPORARY UTILITIES NIC
1004 ARCHITECTURAL & ENGINEERING 8,500.00
1005 LIABILITY INSURANCE INCL.
1006 PLAN CHECK & PERMIT FEES 2.500.00
1007 BARRICADES 500.00
1008 DUMP FEES 2,500.00
1009 FINAL CLEAN-UP 1,000.00
1010 SHIPPING NIC
1011 EQUIPMENT RENTAL 1,200.00
GENERAL CONDITIONS TOTALS
29 650.00
0.00
SUBTOTAL
29 650.01
DIVISION 2 SITE WORK
2000 INTERIOR DEMOLITION 9,750.00
2001 FLAT WORK NIC
2002 EXTERIOR CONCRETE BREAKOUT INCL.
2003 CONCRETE CUTTING 1,000.00
2004 A/C PATCH & RAMP NIC
SITE WORK TOTALS
10 750.00
0.00
SUBTOTAL
10,7500
DIVISION 3 CONCRETE WORK
3000 PATCH 1,200.00
3001 SIDEWALK NIC
3002 PIERS NIC
3003 BUILDING PAD & FOUNDATION NIC
3004 COLUMN EXTENSION NIC
CONCRETE WORK TOTALS
1,200.00
0.00
SUBTOTAL
1,200.01
DIVISION 4 MASONRY
4000 BRICK WORK NIC
4001 BLOCK WORK NIC
4002 BRICK FLAT WORK NIC
4003 GLASS BLOCK NIC
4004 STONE WORK NIC
MASONRY TOTAL
0.00
0.00
SUBTOTAL
0.0(
DIVISION 5 METALS
5000 FASTENERS INCL.
5001 SHEET METAL NIC
5002
METALS TOTAL
0.00
0.00
ISUBTOTAL
1 0.0(
DEC 3, 2001 J.R. LENNEN CONSTRUCTION, INC.
BID ESTIMATE SHEET
PROJECT: COMMUNITY PARTNERSHIP
100 E. PINE ST., LODI CA
DIVISION 6 CARPENTRY
LABOR
MATERIALS
NOTES
6000 ROUGH CARPENTRY 2,50-0.0-0- 2,000.00
6001 SLAT WALL NIC NIC
6002 HARDWARE 500.00 250.00
6003 MISC. MATERIALS INCL. 500.00
6004 FINISH CARPENTRY 3,500-00 INCL.
6005 BRACE SHELVING NIC NIC
6006 STORAGE ROOM DESK NIC NIC
6007 DOOR INSTALLATION 1,250.00 NIC
6008 KITCHEN CABINETS 12.650-00 INCL.
6009 RECEPTION AREA COUNTER 500.00 INCL.
6010 NIC NIC
6011 NIC NIC
CARPENTRY TOTALS
20 900.00
2,750.00
SUBTOTAL
23 650.00
CEILING & INTERIOR WALLS
DIVISION 7 THERMAL & MOISTURE PROTECTION
7000 SEALANTS INCL. NIC
7001 INSULATION 5,250.00 NIC
7002 ROOFING 18 569.00 NIC
THERMAL & MOISTURE PROTECTION TOTAL
23,819.00
0.00
SUBTOTAL
23 819.00
GLASS ENTRANCE DOORS
DIVISION 8 DOORS & WINDOWS
8000 EXTERIOR DOORS 7,550.00 INCL.
8001 DOORS 11,150.00 INCL.
8002 HARDWARE INCL. INCL.
8003 ELIASON DOOR NIC
8004 ROLL -UP DOOR NIC
DOORS & WINDOWS TOTALS
18,700-00 1
0.00
SUBTOTAL
18 700.00
DIVISION 9 FINISHES
9000 INTERIOR PAINT 4 152.00 INCL.
EXTERIOR PAINT 2 680.00 INCL.
9001 METAL STUD FRAMING & DRYWALL 24,500.00 INCL.
9002 LATH & PLASTER NIC NIC
9003 CERAMIC TILE 2 500.00 INCL.
9004 VCT TILE FLOORING 2,325.00 INCL.
9005 ACOUSTICAL CEILING 11,725.001 INCL.
9006 CARPET 15 277.00 INCL.
9007 RUBER BASE 2,932.00 INCL.
9008 FRP 950.00 INCL.
FINISHES TOTALS
67,041.00
0.00
SUBTOTAL
67',041.
DIVISION 10 SPECIALTIES
10000 FIRE EXTINGUISHERS 250.00 INCL.
10001 STOREFRONT P/L NIC I NIC
10002 SIGNS 6,000.00 INCL.
10003 WINDOWS PEDESTALS NIC INCL.
10004 DISPLAYS SEATING NIC INCL.
10005 INCL.
SPECIALTIES TOTALS
6,250.00
0.00
SUBTOTAL
6,250.00
DEC. 3, 2001 J.R. LENNEN CONSTRUCTION, INC.
BID ESTIMATE SHEET
PROJECT: COMMUNITY PARTNERSHIP
100 E. PINE ST., LODI CA
DIVISION 11 EQUIPMENT
LABOR
MATERIALS
NOTES
KITCHEN
11000 APPLIANCES 5,000.00
N/A
11001 COLD BOX N/A
N/A
EQUIPMENT TOTALS
5-00-0-0-0-
0.00
SUBTOTAL 5 OOO.00
DIVISION 12 FURNISHINGS
12000 FURNITURE N/A
N/A
12001 WINDOW COVERINGS N/A
N/A
FURNISHING TOTALS
0.00
0.00
SUBTOTAL 0.0C
INCLUDES PARTITIONS
DIVISION 13 SPECIAL CONSTRUCTION
13000 TOILET ACCESSORIES 6,50-0-0-0-
INCL.
13001 SIGNS 150.00
INCL.
SPECIAL CONSTRUCTION TOTALS
6,650.00
0.00
SUBTOTAL 6 650.00
DIVISION 14 CONVEYING SYSTEMS
14000 ELEVATOR N/A
N/A
14001 CONVEYOR N/A
N/A
CONVEYING SYSTEMS TOTALS
0.00
0.00
SUBTOTAL 0.0(
(3) NEW A/C UNITS)
REWORK ROOF ARCH. META
DIVISION 15 MECHANICAL
15000 A/C UNITS 19 888.00
INCL.
15001 DUCT WORK INCL.
INCL.
15002 SHEET METAL 4,500.00
NIC
15003 FIRE SPRINKLERS NIC
INCL.
15004 PLUMBING 21,300.00
INCL.
MECHANICAL TOTALS
45,688.00
0.00
SUBTOTAL 45,688.0(
DIVISION 16 ELECTRICAL
16000 BASE ELECTRICAL 38 500.00
INCL.
16001 FIXTURES INCL.
INCL.
16002 TEMPORARY LIGHTING INCL.
INCL.
16003 BULBS INCL.
INCL.
16004 PARK LOT LIGHTING INCL.
INCL.
16005
ELECTRICAL TOTALS
38,500.00
0.00
SUBTOTAL 38 500.0[
DIVISION 19 CONTRACTOR FEES
19000 OVERHEAD 922993
19001 PROFIT 1845987
CONTRACTORS FEE TOTAL
2768980
SUBTOTAL 27 689.8(
PROJECT TOTAL __ 304,587.8C
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ID
1
Task Name
COMMUNITY PARTNERSHIP FOR FAMIUE 1
ARCHITECTURAL
Duration I
92days !
Start
Fr12n/02'
A4
Finish
Mon 6/10A02
wion
-W[T-FFISISIMITWITIFISISIMITIWITIFISISIMITIWITIFISISIMITWFT[FISISIMITWITIFISISIMITWITIFISI
RCH. & ENGIN.
2
3
PLAN CHECK & PERMIT
.......
18 days
...
Tue 315102'.
Mon 4/22/02,
Fri 4/26/02
ROUGH HVAC
5 days;
Mon 4=2
Fri 4/26!02
33
P- ff6ifffW6�ff ------ ---------------- ---------- --------- i-&rj�j won 0/02 Mon 6/10/02
Mon 4/29/02
'bbMWti6N-
-- ----------------- -
10 days
............... . ..
2days';
--------------- ------ -
Mon 4/1102
......... . ............
Mon 4115M2
--------
Fri 4/12102
.........
Tue Vit�W
Thu 5I2/02
Mon
Rolled Lip Task Sput el"weysurnmary
6
FRAMING
Sdays :
--------- -
Mon 4115102
Fd 4/19102
ROUGH HVAC CEILING
3 days'
ROUGH ELECTRICAL WALL
4 days
Mon 4/22!02
Thu 4/25/02
AbUdHt PLUMBING
5 days;:
Mon 4122102.
Fri 4/26402
ROUGH ELECTRICAL t5tfLiffd
. .. ....... ..... ....
5 days
Mon 4/22/02,
Fri 4/26/02
ROUGH HVAC
5 days;
Mon 4=2
Fri 4/26!02
33
P- ff6ifffW6�ff ------ ---------------- ---------- --------- i-&rj�j won 0/02 Mon 6/10/02
Mon 4/29/02
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Page 1
Mailing Address:
P.O. Box 1569
Stockton, CA
95201-1569
County Contact
Information:
?hone: 209/468-8566
Fax: 209/468-9346
Main Office:
1908 N. West Lane,
Suite 201
itockton, CA 95210
'hone 209/475-9811
Fax 209/475-9822
COMMUNITY PARTNERSHIP FOR FAMILIES
OF SAN JOAQUIN
December 12, 2001
To Whom it May Concern:
As per my conversation with Mr. Dennis Callahan, Fleet and Facilities Manager,
please accept this "Internal Use" document as our financial statement for submittal at
this time.
An official financial statement will be forthcoming generated by Schwartz, Ford, and
Giannini Inc., no later that mid -week of December 17th. Thank you for your
cooperation in the completion of this effort.
Sincerely,
Sandra Thomas
cpfgen0l\12
10:58 AM The Community Partnership for Families of San Joaquin
12112/01 Statement of Financial Activities
Accrual Basis November 2001
For internal use only. Page 1
Nov 01
Ordinary Income/Expense
Income
Revenue
CPA 2000 Public Funds Income
76,180
Total Revenue
76,180
Total Income
76,180
Expense
Other Operating Expenses
Community Events
1,898
Consulting Services
9,585
Copier Rental
312
Emergency Assistance
300
Insurance
264
Janitorial
183
Legal & Accounting
635
License & Fees
35
Meals
1,405
Misc. Expenses
1,268
Misc. Meetings
-95
Payroll Expense
Taxes
3,328
Total Payroll Expense
3,328
Play Care Services
112
Printing & Reproduction
44
Rent
2,876
Retreat
15,395
Supplies
Office Supplies
934
Supplies -Other
658
Total Supplies
1,592
Telephone
932
Temporary Services
1,131
Travel
410
Utilities
399
Total Other Operating Expenses
42,006
Personnel Expense
Health Insurance
574
Total Personnel Expense
574
Salary & Wages
28,084
Uncategorized Expenses
300
Total Expense
70,964
Net Ordinary Income
5,216
Net Income
5,216
For internal use only. Page 1
10:56 AM The Community Partnership for Families of San Joaquin
12112/01 Statement of Financial Position- Draft
Accrual Basis As of November 30, 2001
Total Current Assets 385,506
Fixed Assets
Nov 30, 01
ASSETS
-1,933
Current Assets
17,706
Checking/Savings
2,194
Community Bank
9
Petty Cash
430
Union Safe - Anonymous
36,936
Union Safe - Cowell Foundation
143,045
Union Safe Deposit - CPA 2000
196,371
Total Checking/Savings
376,791
Other Current Assets
336,387
Deposits - Cell Phone
8,715
Total Other Current Assets
8,715
Total Current Assets 385,506
Fixed Assets
Accumulated Depreciation
-1,933
Computer
17,706
Furniture & Fixtures
2,194
Leasehold Improvements
71,722
Total Fixed Assets
89,689
TOTAL ASSETS
475,195
LIABILITIES & EQUITY
Equity
Retained Earnings
138,807
Net Income
336,387
Total Equity 475,195
TOTAL LIABILITIES & EQUITY 475,195
For Internal Use Only Page 1
E I ' L. i 9 e-
', "oul
COMMUNITY PARTNERSHIP FOR
FAMILIES OF SAN JOAQUIN
FINANCIAL REPORT
(COMPILED)
NOVEMBER 30, 2001
CONTENTS
INDEPENDENT ACCOUNTANTS' REPORT
FINANCIAL STATEMENTS
Statement of Assets, Liabilities and Equity — Cash Basis
Statement of Revenues and Expenses — Cash Basis
M
O U N T A
INDEPENDENT ACCOUNTANTS' REPORT
Community Partnership for
Families of San Joaquin
Stockton, California
We have compiled the accompanying statement of assets, liabilities and equity — cash basis of
Community Partnership for Families of San Joaquin (a Nonprofit Corporation) as of November
30, 2001 and the related statement of revenues and expenses — cash basis for the period then
ended in accordance with Statements on Standards for Accounting and Review Services issued
by the American Institute of Certified Public Accountants. The financial statements have been
prepared on the cash basis of accounting, which is a comprehensive basis of accounting other
than generally accepted accounting principles.
A compilation is limited to presenting in the form of financial statements information that is the
representation of owners. We have not audited or reviewed the accompanying financial
statements and, accordingly, do not express an opinion or any other fonn of assurance on them.
The Organization has elected to omit substantially all of the disclosures ordinarily included in
financial statements prepared on the cash basis of accounting. If the omitted disclosures were
included in the financial statements, they might influence the user's conclusions about the
Organization's assets, liabilities, equity, revenues and expenses. Accordingly, these financial
statements are not designed for those who are not informed about such matters.
�CY��GL'ZN•� J ��1-t�3 �6z2iYLkI.�..<
Stockton, California (�
December 18, 2001
Certified
4578 Feather River Dr.
P
Public
Suite D
Stockton, CA
Accountants
_ 1 _
95219
Timothy J. Schwartz, CPA
Rebecca Ford Rey, CPA
209.474.1084
Gary F.Giannini, CPA
FAX: 209.474.0301
Philip Lantsberger, CPA
Email: firm@sfgac.com
The Community Partnership for Families of San Joaquin
Statement of Assets, Liabilities and Equity - Cash Basis
As of November 30, 2001
See Accountants' Compilation Report Page
Nov 30, 01
ASSETS
Current Assets
Checking/Savings
Community Bank
9.24
Petty Cash
430.00
Union Safe -Anonymous
36,936.14
Union Safe - Cowell Foundation
143,044.74
Union Safe Deposit - CPA 2000
196,370.74
Total Checking/Savings
376,790.86
Other Current Assets
Deposits - Cell Phone
8,714.89
Total Other Current Assets
8,714.89
Total Current Assets
385,505.75
Fixed Assets
Accumulated Depreciation
-1,933.27
Computer
17,706.18
Furniture & Fixtures
2,194.24
Leasehold Improvements
71,721.79
Total Fixed Assets
89,688.94
TOTAL ASSETS
475,194.69
LIABILITIES & EQUITY
Equity
Retained Earnings
138,807.32
Net Income
336,387.37
Total Equity
475,194.69
TOTAL LIABILITIES & EQUITY
475,194.69
See Accountants' Compilation Report Page
The Community Partnership for Families of San Joaquin
Statement of Revenues and Expenses - Cash Basis
July through November 2001
Total Income
Expense
Agency Expenses
Dues
Total Agency Expenses
Other Operating Expenses
Advertising
Alarm Service
Bank Service Charges
Child Enrichment
Community Events
Consulting Services
Copier Rental
Dues & Subscriptions
Emergency Assistance
Insurance
Janitorial
Legal & Accounting
License & Fees
Meals
Misc. Expenses
Misc. Meetings
Payroll Expense
Taxes
Payroll Expense -Other
Total Payroll Expense
Play Care Services
Printing & Reproduction
Rent
Retreat
Supplies
Office Supplies
Supplies - Other
Total Supplies
Telephone
Temporary Services
Travel
Utilities
Total Other Operating Expenses
Personnel Expense
Health Insurance
Workers Compensation Insurance
Total Personnel Expense
Salary & Wages
Uncategorized Expenses
Total Expense
Net Ordinary Income
Net Income
450,176.19
1,406.25
1,406.25
3,151.66
90.00
18.50
168.00
8,240.97
16,001.59
1,828.23
279.00
950.00
1,446.09
1,444.30
1,635.00
124.00
2,815.49
3,461.58
1,132.11
3,327.93
93.25
3,421.18
112.00
97.11
13,837.36
3,108.33
4,106.02
1,109.73
5,215.75
4,634.58
3,081.51
2,335.33
3,058.97
81,688.64
1,542.00
768.00
2,310.00
28,083.93
300.00
113,788.82
336,387.37
336,387.37
See Accountants' Compilation Report Page 3
Jul • Nov 01
Ordinary Income/Expense
Income
Revenue
CPA 2000 Public Funds Income
253,739.22
Grant Income
195,000.00
Investment Income
124.23
Reimbursement
1,312.74
Total Revenue
450,176.19
Total Income
Expense
Agency Expenses
Dues
Total Agency Expenses
Other Operating Expenses
Advertising
Alarm Service
Bank Service Charges
Child Enrichment
Community Events
Consulting Services
Copier Rental
Dues & Subscriptions
Emergency Assistance
Insurance
Janitorial
Legal & Accounting
License & Fees
Meals
Misc. Expenses
Misc. Meetings
Payroll Expense
Taxes
Payroll Expense -Other
Total Payroll Expense
Play Care Services
Printing & Reproduction
Rent
Retreat
Supplies
Office Supplies
Supplies - Other
Total Supplies
Telephone
Temporary Services
Travel
Utilities
Total Other Operating Expenses
Personnel Expense
Health Insurance
Workers Compensation Insurance
Total Personnel Expense
Salary & Wages
Uncategorized Expenses
Total Expense
Net Ordinary Income
Net Income
450,176.19
1,406.25
1,406.25
3,151.66
90.00
18.50
168.00
8,240.97
16,001.59
1,828.23
279.00
950.00
1,446.09
1,444.30
1,635.00
124.00
2,815.49
3,461.58
1,132.11
3,327.93
93.25
3,421.18
112.00
97.11
13,837.36
3,108.33
4,106.02
1,109.73
5,215.75
4,634.58
3,081.51
2,335.33
3,058.97
81,688.64
1,542.00
768.00
2,310.00
28,083.93
300.00
113,788.82
336,387.37
336,387.37
See Accountants' Compilation Report Page 3
z
m
N
701
m
m
I
MAIN 5TREET
} a COMMUNITY PARTNERSHIP FOR 11 4' 11 0c
FAMILIES OF SAN JOAQUINcn
� .
100 EAST PINE STREET o z n
x LODI, CA 95241 o
11 6 Z
Susan Blackston
To: Lemleylaw@aol.com
Cc: Dixon Flynn; Randy Hays; Richard Prima
Subject: RE: Tuesday City Council Meeting
Dear Michelle M. Lemley, Esq.
This reply is to confirm that your message was received by the City Clerk's Office and each member of the City
Council. In addition, by copy of this e-mail, we have forwarded your message to the following departments for
information, referral, or handling: 1) City Manager, 2) City Attorney, and 3) Public Works.
Thank you for your comments.
/s/ Susan J. Blackston, City Clerk
-----Original Message -----
From: LemleylawLaol.com [mai Ito:Lemleylaw@aol.com]
Sent: Monday, January 14, 2002 3:11 PM
To: cityclrk@lodi.gov
Subject: Tuesday City Council Meeting
Please forward the following message to each of the members of the City
Council in advance of the Council meeting set for January 15, 2002:
Dear Council Members:
am writing to ask that you award the lease of the Shanghai Restaurant
property at 100 East Pine Street to the Lodi Adopt -A -Child Foundation. Sharing
this property with The Community Partnership for Families of San Joaquin would
be impracticable for the Foundation, as it needs a large, undivided space to
carry out its important work. The Foundation is not merely a Christmas
program, but provides important aid to low-income families in Lodi throughout
the year. Because the Foundation serves our City, and only our City, it
deserves preference over the County -wide Community Partnership from the
City. Thank you for your attention to this important matter.
Michelle M. Lemley, Esq.
Member: Lodi-Tokay Rotary Club; Lodi District Chamber of Commerce
1/14/02
Jennifer Perrin
From: Paul Castro [paul.castro@chdcorp.org]
Sent: Tuesday, January 15, 2002 9:39 AM
To: cityclrk@lodi.gov; nakanishi@lodi.gov; pennino@lodi.gov; hitchcock@lodi.gov;
howard@lodi.gov; land@lodi.gov
Subject: Community Partnership for Families
I am writing in support of the proposal submitted by Community Partnership
for Families being considered by the City of Lodi Council. Since community
agencies have traditionally been serving individual family members, it is
time for us as community to serve entire families, therefore, I support the
Community Partnership for Families because their mission is to provide
services/referrals to all members of each family.
Paul Castro, Program Director
California Human Development Corporation
Page 1 of 1
Jennifer Perrin
From: Rick Darone [gumper@cctonline.net]
Sent: Monday, January 14, 2002 3:16 PM
To: cityclrk@lodi.gov; nakanishi@lodi.gov; pennino@lodi.gov; hitchcock@lodi.gov; howard@lodi.gov;
land@lodi.gov
Subject: Property: Location 100 E. Pine Street
To whom it may concern, I wish to let everyone concerned know my
thoughts on why Lodi Adopt A Child should receive the property at 100 E. Pine Street.
As I am sure that everyone in our city knows what a wonderful job Adopt A Child does for
the children in our town not only at Christmas but through out the year, they might not know that the building
they are in is falling down around them and they are in despert need of a new location. I fell if you
look into this more closely you will see that Lodi Adopt A Child is the organization that deserves the building the
most. Thank you for your time,
Rick Darone Owner Tony's Pizzeria
1/15/02
FROM :LOUT-HDOPT-H-i=HILL fkr 140. :209 3bb-213ti Jan. 14 21JUZ 1 S21`11 I2
Yy\ •�
yJ
hn0www. adopt-achild. ors
The Lodi Adopt -A -Child Foundation
PO Box 2479
Lodi, CA 95241-2479
(209)333-1056
California Corporation # 2033564
Federal Identification 1131.1580643
Helping children one wish at a time
Monday, January 14, 2002
Ms. Phyllis Grupe
Chairperson, Community Partnership for Families RECEIVED
PO Box 1569 j"' N 14 200 j
Stockton, CA 95201-1569
City Clerk
^ity Of I_or
Dear Ms. Grupe:
Thank you for your recent letter regarding joining the Partnership Team here in Lodi. The meeting
of December 3`d was very well attended and I was looking forward to the meeting that was held last
week. However, I must apologize for missing that meeting as duties here at the Foundation kept me
glued to my desk. As you know, The Foundation is supported solely by volunteers and contributions
made by local individuals. businesses, and corporations Considering the outpouring of support we
received at Christmas, scant days before our deadline for nearly 1,600 children, letters of gratitude
are a top priority here.
I wish to thank you for the Partnerships' offer to share space at the Shanghai. However, the
conversion plans of dividing existing rooms into classrooms and/or meeting rooms currently
contemplated by the Partnership would necessitate the Foundation moving its entire operation off site
during the Christmas Season. Between October 1St and the end of January the Foundation must
accommodate over 3,000 gifts for children ranging from 400 bicycles, to toys, and clothing. The
constant tracking of each gift to ensure that a sponsored gift reaches a specific child necessitates that
at least this operation be "on site". The Scouting Program currently under development by the
Foundation requires additional space for four units of 42 youth each to meet and conduct activities
once per week per unit. Not to mention the four unit parent meetings per month to help accomplish
each units goals. The Foundation will make the same offer to share the Shanghai with the Partnership
if the above stated activities wouldn't interfere with the Partnerships operations to attain its goals and
objectives.
On behalf of the Board of Directors for The Foundation, I wish to thank you for your invitation and
plan on attending the next meeting of the Partnership on January 22"O.
Sin e y a Service to Lodi,
n . Lewis, President
CC. nodi City Council
H. Dixon Flynn, Lodi City Manager
..�!Y ..I ..!<.
I',.I. ij •p': �N`I L'h .�h'F F,i{I I'd 1. l,vVl':��'J I' I`� i.'M=9
COMMUNITY PARTNERSHIP FOR FAMILIES
OF SAN JOAQUIN
January 10, 2002
Mr. Dennis Lewis
President, Adopt -A -Child
P.O. Box 2470
Lodi, CA 95241-2479
Dear Mr. Lewis,
Thank you for joining our (integrated service team) meeting at Heritage School on December
3`d and for the presentation of your plans to implement a Scouting Program in Fast Lodi. It is
encouraging to learn that multiple organizations are focused on addressing the needs of youth
and families in Lodi.
As you know, the Community Partnership for Families of San Joaquin intends to open a
Neighborhood Service Center in Lodi. The purpose of the Community Partnership and its
Family Success Team is to bring all the involved agencies together at the same table in order
to more effectively help those in need. The strategy has been successful in many
communities, reducing duplication of services and dramatically improving communication
between involved agencies.
The Community Partnership for Families of San Joaquin has established its presence in Lodi
by sponsoring "Celebration on Central' in collaboration with the City of Lodi. The purpose
of this event is to build community pride and develop a trusting relationship between the
Partnership and the people living in this community. We have hired two full-time staff
members dedicated to working with families in Lodi who have been working out of
temporary facilities at Heritage and Lawrence Schools.
I would like to extend to you, again, our invitation to be a part of our team. We see the goals
and objectives of your Scouting Program to be the same as ours and feel that we could save
resources and improve outreach efforts by offering your program together with those of our
other partner agencies. Our plan for the conversion of the New Shanghai Restaurant to a
Neighborhood Service Center includes a variety of conference rooms that can be used for
Mailing Address:
classrooms and/or meeting rooms—alt available for your use as troop meeting rooms. In
P.O. Box 1569
addition, individual workstations are included, one of which could be used as your base for
Stockton, CA
coordination of the program.
95201-1569
Please consider my proposal again.
County Contact
Sincerely,
Phone. 209/468-8566
Fax.- 2091468-9346
Phyllis Grupe, Chairperson
Main Office:
Community Partnership for Families of San Joaquin
7908 N. West Lane,
Suite 201
Stockton, CA 95210
CC: Lodi City Council
Phone 209/475-9611
H. Dixon Flynn, City Manages
Fax 209/475.9822
.,,,,,....
Jennifer Perrin
From: Linda.huffman@cpiclife.com
Sent: Monday, January 14, 2002 8:37 AM
To: cityclrk@lodi.gov; nakanishi@lodi.gov; pennino@lodi.gov; hitchcock@lodi.gov;
howard@lodi.gov; land@lodi.gov
Subject: Shanghai Restaurant
Dear City Council Members - As a member of this community who supports the
needy of our community, I am imploring that your decision regarding which
organization should be awarded the lease for the old Shanghai Restaurant,
please award the lease to the Lodi Adopt -A -Child program. The Foundation
desperately needs a new home. I have given of my time to support Lodi House
and various other organizations and have found this foundation to be the
most beneficial to our community. There is a great force behind this
organization which works to help the needy families of our city 365 days a
year. The people who support this organization give of their time, blood,
sweat and tears. My husband has helped at Christmas time putting bikes
together - this year he said it was scary cause the floor in the room they
build bikes in is in very bad shape. I don't think it can last another
year. And the restaurant below, Tillies, is in the position of being damaged
due to the age and disrepair of the current building. My company, CPIC Life
Insurance Company, supports this organization 150%. We would like to see it
in a new home. We will be working with this organization to keep kids off
the streets with good, wholesome activities that this community needs.
Please - the lease needs to go to the Lodi Adopt -A -Child Foundation. Thank
you, Linda Huffman
Page 1 of 1
Jennifer Perrin
From: sheri@sheris.com
Sent: Saturday, January 12, 2002 8:19 PM
To: cityclrk@lodi.gov; nakanishi@lodi.gov; pennino@lodi.gov; hitchcock@lodi.gov; howard@lodi.gov;
land@lodi.gov
Subject: Adopt a Child
We would hope that you would consider using the old Shanghai Restaurant at 100 East Pine Street for Adopt a
Child to relocated there. Dennis has been located just around the corner from our store for some time now. I
know this organization truly cares for children. Please consider this as a option.
Thanks much!
Sheri & Darrell Didreckson
Sheri Didreckson
Sheri's Sonshine Nutrition Center
6 N. School St.
Lodi, CA 95240
(209) 368-4800
1/14/02
Page 1 of 1
Jennifer Perrin
From: bic and pat [delcap@inreach.comj
Sent: Sunday, January 13, 2002 10:42 AM
To: cityclrk@lodi.gov; nakanishi@lodi.gov; pennino@lodi.gov; hitchcock@lodi.gov; howard@lodi.gov;
land@lodi.gov
Subject: Home for Lodi Adopt - A- Child Foundation.
To the Lodi City Government
Dear Mayor and City Council Members: The Lodi Adopt -a -Child Foundation is in dire need of a new home!
We not only offer Christmas for the more unfortunate Children, we also help to clothe and get school supplies
to them as well.
We would like to start Scouting programs for these children. It would teach them values as well as give them a
place to go to keep off the streets. These are just a few of the services provided by the cFoundation.
We have many money making projects to help cover the costs of these activities and many volunteers who
are very willing to assist, but without a "Home" we can not do all these things!
Please give your heartfelt consideration to the Foundation for obtaining the New Shangai Building. Our
many endeavours must not be obliterated beacause of a lack of a home. Thank you.
Sincerely,
Patricia D. Freeman
222 Tioga Drive
Lodi, Ca 95242
369-0467
1/14/02
Page 1 of 1
Jennifer Perrin
From: whitmire [whitmire@inreach.com]
Sent: Sunday, January 13, 2002 3:18 PM
To: cityclrk@lodi.gov; nakanishi@lodi.gov; pennino@lodi.gov; hitchcock@lodi.gov; howard@lodi.gov;
land@lodi.gov
Subject: Property at 100 East Pine Street
Dear Lodi City Council Member:
We understand that the property at 100 East Pine Street has become available. We also understand that Lodi
Adopt a Child is one of the groups who are being considered to make use of the property. There could be no
better use for the property. It would give Lodi Adopt a Child a permanent home to operate the many programs
they sponsor. It would be a safer, more spacious, and much more accessible location and would allow them to
expand their outreach, especially in the area of Scouting.
We have long been financial and logistical supporters of this entirely volunteer run program. Lodi Adopt a
Child is supported by many hundreds of individual donors like us. They have long been committed to using
every dollar possible for the children. Your support in allowing them to occupy the property would allow them to
continue to assist the families, and especially the children, of this community. The money they save by not
having to look elsewhere for a site will allow them to make the lives of that many more people better.
Please consider seriously the benefits we would all see from the Lodi Adopt a Child having the 100 East Pine
property as a permanent and year round home.
Sincerely
Bob, Terri, Bobby, and Katie Whitmire
1/14/02
Page 1 of 1
Jennifer Perrin
From: Janet Ferguson [hlsills@softcom.net]
Sent: Sunday, January 13, 2002 6:24 PM
To: cityclrk@lodi.gov; nakanishi@lodi.gov; pennino@lodi.gov; hitchcock@lodi.gov; howard@lodi.gov;
land@lodi.gov
Subject: Lodi Adopt -A -Child Foundation
I would like to ask you to consider carefully awarding the property at 100 E. Pine St. to the Lodi Adopt -A -Child
Foundation as a permanent home for this worthy organization. I have worked with Dennis Lewis both at
Christmastime and in September when the Foundation has helped so many of the less fortunate children of the
city of Lodi. This organization is totally a volunteer organization something I am sure is very unusual in this day
and age. It is amazing what Dennis and his volunteers have been able to accomplish but they need a decent
place to continue this work. Please award the property to the Lodi Adopt -A -Child so they can continue to help
the children of Lodi that cannot help themselves.
Janet Ferguson hlsills@softcom.net
1/14/02
Page 1 of 1
Jennifer Perrin
From: paul [mcconahey5@softcom.net]
Sent: Monday, January 14, 2002 9:14 AM
To: cityclrk@lodi.gov; nakanishi@lodi.gov; pennino@lodi.gov; hitchcock@lodi.gov; howard@lodi.gov;
land@lodi.gov
Subject: Shanghai Restaurant
City Council
I am writing this letter to you to state my strong concern that the Shanghai
Restaurant be used for the Lodi Adopt -A -Child Foundation. I see this organization
doing more than seasonal work. They have worked very hard to get scouting
groups organized as an alternative to gang involvement. As scouting is promoted,
weekly meetings need to be held and this would be a good choice.
Lodi Adopt -A -Child also supports Vine House, Lodi house , Lodi Community
Service and the Salvation Army. I work at a clinic in town and see such a need for
these groups to be supported. I personally donate to the Lodi house, because they
have such a turn over of clients that constantly need more clothing, housing items,
toys, to help these women get back on their feet and gain their self respect back.
These are not just one time donations. As the women leave, they take their times
with them and they need to have it replaced with more donations for the next
clients.
So many children need the services of the Lodi Adopt -A -Child , especially in this
time. I believe it would be an asset to the community for the Shanghai Restaurant
at 100 East Pine Street to be used for the Lodi Adopt a Child.
Dennis Lewis has worked very hard for this program. In 1989, 30
disadvantaged/ abused youth received the Christmas Program. This past year
1600 youth received a Christmas from this foundation. Not only at Christmas
time, but they have also initiated the "Back to School" shopping spree.
This is not a seasonal foundation and I see that it helps out the youth not only at
Christmas, but all years long. I would hope that the City Council would grant the
Lodi Adopt -A -Child Foundation the Shangai Restaurant to continue to accomplish
their goal for the youth of Lodi.
Sincerely,
Roberta. McConahey
(209)368-7560
1/14/02
Jennifer Perrin
From: phyllis.miller@cpiclife.com
Sent: Monday, January 14, 2002 9:13 AM
To: cityclrk@lodi.gov; nakanishi@lodi.gov; pennino@lodi.gov; hitchcock@lodi.gov;
howard@lodi.gov; land@lodi.gov
Subject: Lodi Adopt -A -Child
Dear Mayor and Council Members:
This email is to bring to your attention the need of the Lodi Adopt -A -Child
Foundation for a larger facility. The Adopt -A -Child Foundation does
humanitarian work all year long, not just at Christmas when the need is
greater.
They have a need for a larger facility, and the present site of the Shanghai
Restaurant @ 100 East Pine would enable them to expand their community work
to encompass many other activities for children of need who reside in the
City of Lodi.
Therefore, I respectfully request that they be given first consideration for
the facility mentioned above in order to continue their selfless work for
the underprivileged children of Lodi.
Cordially,
Phyllis J. Miller
Claim Examiner, Life Claims
CPIC Life, Lodi Office
209-367-3435
1-800-642-5599
Fax 209-367-3450
email phyllis.miller@cpiclife.com
Jennifer Perrin
From: Carol.Maden@cpiclife.com
Sent: Monday, January 14, 2002 10:00 AM
To: cityclrk@lodi.gov; nakanishi@lodi.gov; pennino@lodi.gov; hitchcock@lodi.gov;
howard@lodi.gov; land@lodi.gov
Subject: Lodi Adopt -a -family
CPIC Life, a wholly owned subsidiary of Blue Shield of California, expends
both dollars and volunteers to support the community efforts of Lodi
Adopt -A -Child Foundation. We have found them to be a well organized,
efficient organization that has a tremendous impact in Lodi for several
years. We would like to continue to partner with them and would encourage
the City Council to support their endeavors to assist underprivileged
children of our community by providing them the adequate facilities to
continue to provide the superior services this community depends on through
Adopt -A -Child. Following is a summation of the Adopt -A -Child programs.
Lodi Adopt -A -Child began in 1989 as a committee of the Police Officers'
Association of Lodi to provide a Christmas Program for 30
disadvantaged/abused Lodi Youth. The Foundation is now a California
Non-profit Corporation that enjoys the tax exempt status as a 501 (c)3
organization and is governed by a Board of Directors elected from the
general public each year. Since 1989 our Christmas Program has grown to
nearly 1,600 children this past Christmas that included giving nearly 400
bicycles, tricycles and scooters to children of the Lodi Community. In 1995
The Foundation helped to institute a "back -to -school" shopping spree with 50
children from Lodi Public Schools with each child receiving over $100 in new
clothing for school. This past year we had over 158 children attend the
shopping spree at Wal-Mart.
These Programs are the 'publicized' efforts that are newsworthy and are
therefore generally in the Lodi News—Sentinel. What you don't read about are
the children we sponsor to attend Scout Summer Camp, Science or Music Camp;
The families with children that are evicted and in need of a temporary place
to live while seeking assistance from County, State, and Local agencies; The
family that needs a little assistance to bury their teenaged daughter that
lost the fight to cancer; The children that are so full of lice that they
are prohibited from attending school; or the group of children that are in
need of a sponsor for their soccer team as a gang alternative. As a matter
of record, The Adopt -A -Child Foundation annually supports other
organizations besides our own; Vine House, Meadows Depot, Lodi House, Lodi
Community Service Center, and The Salvation Army to name a few.
We raise funds for our programs in a variety of ways: direct mail appeals
for funding, Tupperware parties, raffle drawings, or by holding fundraising
events like the Hot Rod & Harley car/motorcycle show at Lodi Lake every July
and the Golf Tournament at Micke Grove Golf Links in August to name a few.
The four Scouting Units the Foundation has been working feverishly for
nearly two years to begin, as a gang alternative program on the Eastside is
another example of our volunteer efforts on behalf of our community. We have
steadily been soliciting funds, sponsors, equipment, and a location for
these Units. The Foundation's Board of Directors have completed and approved
the programs and budget for the boy programs and are in the final stages of
completing the girls' budget and programs for these Scouting Units. Our
first meeting for nearly 850 children and their families to begin these
Scouting Units is scheduled for Sunday, January 27th; but we need a home for
these children to meet on a weekly basis!
Yes, Christmas is a time when we need plenty of space for over 3,000 gifts
and 400 bicycles, tricycles, and scooters. But it isn't the only thing we do
nor is it the only thing we plan to do!
The Foundation and the Partnership for Families are both willing to share
this building with the other. However, the Partnerships plan on remodeling
the building and breaking up the largest room of the building into smaller
offic,e,; and meeting rooms precludes the Foundation from using this same
space for over 3,000 Christmas gifts and 400 bicycles or for the four
Scouting Units meeting place. Even if the Shanghai building is left as
currently designed, which the Foundation proposes, the space needed for just
the Christmas Program would prohibit the Partnership from conducting normal
activities from October through January.
Should the decision of the City of Lodi be to award the lease of the
property at 100 East Pine Street to The Community Partnership for Families
of San Joaquin and not Lodi Adopt -A -Child, the Foundation will endeavor to
put forth our best efforts in finding a home we can house our entire efforts
on behalf of the community of Lodi. It will just take a little longer and
yes, perhaps more money; money that should be spent on the children of our
community. You see, every $100 we spend on something other than a child,
means one child we have to say "Sorry" to for a whole year!
Carol Maden
CPIC Life, Claims Manager
Lodi III; (209) 367-3446
NNO
330 S. Fairmont Amore. Juice 3
Lodi. Ca. 95240
Mone (209).434 • 3705
rax(209)134.3315
Mayor Pennino
Ms. Hitchcock - Mayor Pro Tempore
Ms. Howard
Mr. land
Mr. Nakanishi
Open Letter To All City Council Members;
The City Council, is to make a decision on the use for the 'New ShangN Restaurant' building. As
a member of this community for 27 years. I have seen our Council members make some fine decisions
and some really ridiculous decisions, when it comes the betterment of the coaWnunity we live in.
As a business woman In the community, I too, would like to voice my opinion on the
aforementioned building decision. We are fortunate to have, Office Dennis Lewis, to head the Adopt A
Child program in Lodi. This program has benefited marry children and their families within the city. It is
well known, more space is needed for this program due to it's tremendous growth and the marry
coMrit0ions that are donated to the program. I would like to sea the City of Lodi and Irs Council
Members, do something [iWy worthwhile for the community, and the location of fire building is centered
around those families that most benefit from the program.
Us* the'New Shanghl' building for Adopt A Child. We as a community can only benefit from
this graciousness. The children of today will be our adults and business people of the future. In order for
us to prosper as a community, we first must build a strong foundation for the youth of the community.
Respectfully yo ;
Shelley
Harvest Property Management
1113/02 f 2: 6.01 PM
Page 1 of 1
Jennifer Perrin
From: Diane Steen [diane1 @inreach.com]
Sent: Tuesday, January 15, 2002 3:11 PM
To: CITYCLRK@LODI.GOV; NAKANISHI@LODI.GOV; PENNINO@LODI.GOV;
HITCH COCK@LODI.GOV; HOWARD@LDOI.GOV; LAND@LODI.GOV
Subject: Fw: SHANGHAI BUILDING MAIN & PINE
----- Original Message -----
From: Diane Steen
To: citvclrk lodsov ; naicanishi@lodi. goy ; Penninp- lodi.aoy ; hitchcock@lodi.,goy_ ; howard@lodi,gov
land lodi.go_v
Sent: Wednesday, November 21, 2001 9:03 AM
Subject: SHANGHAI BUILDING MAIN & PINE
DEAR COUNCIL MEMBERS:
I UNDERSTAND THAT THE OLD SHANGHAI BUILDING MAY BE DONATED TO A CHARITY. I WOULD
LIKE TO SEE THAT CHARITY BE ONE FROM LODI. I WOULD ENDORSE' ADOPT A CHILD' AS A
WORTHY RECEIPIENT OF SUCH A DONATION. THANK YOU.
BRUCE SALISBURY
SALISBURYS MARKET
1/15/02
RECEDED
2002 JP] 15 PM 3: 33
CITY CLf
CITY OF LODI
OMs rlloeEU SUVICE
330 s Fairmont Avu Suha MIC
Lodi- c'a. 952dn
Ramo (201)) 969-9670
Fax (209) 734.731 S
January 15. 2002
Dear Lodi City Council Members.
I am a born and raised Lodi resident of 21 years. I have lived in Lodi my eatirc life and have seen the City Council
make very bencGcial decisions and some not so bcncticial. I havc recently heard about the Shanghi IZ~:staurant and
the meeting the Lodi City Council hits in store for its future purpose in our growing community.
I have heard about the idea of putting the Adopt a Child Program in the old Shanghi building. I thunk iWit is the
best idea 1 have heard about in a long time. 'Che future of the Commtunity is the children of Lodi. The Adopt a
Child Program is one of few organi/mions in town that benefit the children and their fantitics. t have donated my
services in the past to the Adopt a Child Program and 1 have seen my self just what a difference it mikes The eyes
of these children light up with hope. If children cat sce that people care they in turn start caring for them selves.
andoften return to the community with ideas and dreams for the fiture.
Being raised on the "East" side of Lodi. 1 feel the location of the building is centrally located for those who benefit
from the program. Most of these families, tend to rely on the local transit system. and can not always afford the
few dollars to ride the bus. This location is within walking distance for most "East" side families. I give you these
ideas as a local Sir] starting a new business in her hon+e town, trying to make a difference. I know when given the
opportunity to succeed, we the future shall succeed.
Sincerely,
Kimberley Nolen
[am
ATTENTION MAYOR PENNINO AND
COUNCIL MEMBERS:
PLEASE AWARD THE SHANGHAI
BUILDING TO LODI ADOPT A CHILD.
RESPECTFULLY:
ATTENTION MAYOR .PENNINO'AND
COUNCIL MEMBERS:
PLEASE AWARD THE SHANGHAI
BUILDING TO LODI ApOPT A CHILD.
RESPECTFULLY:
i
T00'd d9E;b0 70/ST/T0 bEZEi89E tlQ IHSI A
a-26-1995 7:O7AM FROM P.2
-NIGHT CLUB
-CATERING
-RESTAURANT
7/0 Cl ,,t 9CIMdA 2J. OC S/erif A&fi/ei 10 Owner
1T09i a)l-9700 xi9A/ C/u6 • G, olorm• ,9Ferlou-ni
��7 1� 21
Page 1 of 1
Jennifer Perrin
From: Joe Arbuckle [Jarbuckle@mediaone.net]
Sent: Tuesday, January 15, 2002 7:40 PM
To: land@lodi.gov; howard@lodi.gov; hitchcock@lodi.gov; pennino@lodi.gov; nakanishi@lodi.gov;
cityclrk@lodi.gov
Cc: Dennis Lewis
Subject: Adopt a Child (Shanghai building)
I would like you to take the time to educate yourselves on all of the hard work that these volunteers do for our
local children. Then award them the building, they truly need a decent place to conduct all of their programs.
Thank you for your time,
Joel and Terri Arbuckle
1/16/02
Page 1 of 1
Jennifer Perrin
From: Thomas Shock [sthomas02@mediaone.net]
Sent: Tuesday, January 15, 2002 5:36 PM
To: cityclrk@lodi.gov; nakanishi@lodi.gov; pennino@lodi.gov; hitchcock@lodi.gov; howard@lodi.gov;
land@lodi.gov
Subject: Adopt a Child
I am very concerned regarding the use of the old Shanghai Restaurant ... I feel that the best use of this facility
would be for our local Adopt a Child organization. After asking a few questions, it does not seem feasible to
share this with the family organization from Stockton. I am sure that this organizatyion is worthy. I feel that the
grass roots of Adopt a Child and the community love and spirit that it generates each season is even more
valuable than just the 1600 children that they reach each year. I have been very active in distributing children's
wishes since the inception of this great idea and I am always amazed at the generosity of the community. This
is not a major charity with funding from United Way etc. It is a pure inspirational community spirit and nothing
is more worthy than this. We have a perfect example in what can come from big dreams and local support.
You have only to look at HSS to see what miracles we can create... Please support this local gem and allow
Dennis Lewis and his Dream Makers to make great use of this abandoned facility -Thank you for your
consideration.
Sincerely,
Nancy Shock
334-1198
1137 Edgewood Dr.
Lodi, CA 95240
1/16/02
Jan -lb -02 07:48A
BRADFORD TT TACKLY D.V-S.
801 S. HAM I.N. S'TI. L.
LODI ('A 95243
FAX ('UVLR SHLLT
DATE: January 15.:'002 NUMBLR OF PAOTF.S:I
TO: Mavur Pcnnino and Counc i I Memhets
FAX #: 333-6907
FROM: Bradford. Lyncue, Llysc and Brennan L)ickcy
ll thurc arc any problems rveardiii this n•ansntib,ion,
Ple.tsc calf (209)134-0630 or lax: (209)334-0541
COMMENT';
On kh;dl of our family 1 am writing this letter to encourage you it) allow the: Adupl-A (child orgi mt mon to
occupy the Shanghai Building. For the past fUtlr years my children and I have adopted children thtvugh this
woodtrltd theft life of the wme age of our own children We go as a fanuly and purchase the
gifts ref teuvs and clothing for thc4c needy children ofc,uT community. My children 0101e1ughly c1110y
~electing, these flems themselves. Whitt a thrill and eye upcncr lot my children to donare it bicycle, toys,
clothing ctc. and lent ring cxpcnence• of utmmuntty responsibility at a young age. Please help this
orgamcation to a1ntinue and thrive in nut rornmunny.
Sincerely,
Lynette Rickey
CONMDI .N I'1AL
I'HIS INFORMATION IS INTENDED SOLELY I tOR THE INDIVIDUAL NAMLE) ABOVE,
ANY USF OR DISSEMINATION, T)TS-1-RIBUTION OR COPYIN(; UI- THIS INI.OR.VIATTON
RV ,SOMEOM, OTHER TITAN THE INTFIVOEDRF1'II'ILN'I' IS STUIC"1'LY PROIIIIJI1'ED
IF YOU I IAVE T<F('I•IVL•1) THTS I AX IN ERROR PLEASF. NOTIFY US IIY TELF.PT 1(1NL AT
III: NUMBFIR LISTED AIIOVE. THANK YOU
P.O1
Susan Blackston
To:
Cc:
Subject:
Dear Janice Kyles:
coomama@inreach.com
Dixon Flynn; Randy Hays; Richard Prima
RE: Shanghai Restaurant
This reply is to confirm that your message was received by the City Clerk's Office and each member of the City Council. In
addition, by copy of this e-mail, we have forwarded your message to the following departments for information, referral, or
handling: 1) City Manager, 2) City Attorney, and 3) Public Works.
Thank you for your comments.
/s/ Susan J. Blackston, City Clerk
-----Original Message -----
From: coomama@inreach.com [mailto:coomama@inreach.com]
Sent: Wednesday, January 16, 2002 9:17 AM
To: cityclrk@lodi.gov
Subject: Shanghai Restaurant
Dear Sirs:
I am writing this letter to voice our opinion inregards to the availability
of the Shanghai Restaurant located at 100 E. Pine St. It has been brought
to my attention that Lodi Adopt -A -Child is attempting to be awarded the
lease on that building but that there is another organization that would
like the use of that site as well. I don't know much,if anything, about
the other organization, but we have been involved with Lodi Adopt -A -Child
for the last couple of years. This is a very hard-working, dedicated, very
needed group of people. They serve the children of Lodi all year with
different programs that they sponsor. These are children that might not
have anyone else in their lives that do care for them or that can provide
some of the basic necessities of everyday life. I would like to urge you
to consider the children of Lodi and vote for Lodi Adopt -A -Child to be
awarded the lease on the Shanghai Restaurant.
Sincerely,
Janice Kyles
Foster Lumber
Page 1 of 1
Jennifer Perrin
From: Dave Isaak [disaak@centuryselfstorage.com]
Sent: Wednesday, January 16, 2002 10:51 AM
To: cityclrk@lodi.gov; nakanishi@lodi.gov; pennino@lodi.gov; hitchcock@lodi.gov; howard@lodi.gov;
land@lodi.gov
Subject: Lodi Adopt -A -Child
We would like to see the Shanghai at 100 East Pine Street be awarded as a home to Lodi Adopt -A -Child.
Thank you.
Dave Isaak, manager
Century Self Storage
1/16/02
81/14/2002 14:08 2033344412 VACCAREZZA PAGE 01
Memo from
The Voccnrezzn Fornoy
999 E. Turner Rd. Lodi
209-334-524
ort concerned about your d
SN ecision in regards to the future outcome of the'Otd
5 i Restaurmrt'. i_r1 s Leda Adoef-�-qr� - has for the paws 14 (yes
14) ears provided our k►ral ttrderpriviluged children with gifts at Christmas time
MW 5011001 supplies at the start of each school year. This Foundation is comprises
of i dividuals who through their tireless efforts have made this foundation a huge
SUM for The City of Lodi. In May of this year their lease will be ending. The
kind ord has not offered them an extension, I must say, it you have ever been in
thei current building, you would be orrwzed at how they have adapted to the very
poor building conditions.
are in DIRE NEED of a new location. they have grins@ o2jr tb ]esti,
ttt�-thsy do mot the needs of our local youth in wars that no_one ei
The community support at Christmas time and back -to school time is
truh a great thing to witness. My family hos helped in the efforts at Christmas
time for the past several years and i have seen things that would bring tears to
your eyes and make you proud to live and work in Lodi.
moray volunteers who work until 1-2-oo in the niornirrg wrapping gifts and
9 bikes together.
compassion toward people who walk in off the street with no moans to fees or
e their children.
out-p"ing of giving within our community. This Foundation truly has the
rt of the entire comnwrtity. people like. you and roe who just want to make a
The iidirg at 100 E. Pine Street would be and answer to prayer for the Adopt -A -
Chi Foundation 1+iEEb 4 olaoe to continue to lrovids the 1000's Qf --
We, he yactai ezza Family urge you to giver the Adopt -A -Child Foundation the
op ty to continue their efforts on behalf of those children and families that
7rely them. The numbers are staggering, lochs at Christmas time, Ms at back -
Z hoc) time and over 800 weekly with the new scouting programs. NW -A-0120
• - t--
�deration,
Rudy V&corezze
Page 1 of 1
Jennifer Perrin
From: Keiser, Rick [Rick_Keiser@amr-ems.com]
Sent: Wednesday, January 16, 2002 11:55 AM
To: nakanishi@lodi.gov; pennino@lodi.gov; hitchcock@lodi.gov; howard@lodi.gov; land@lodi.gov
Subject: Lodi Adopt a Child
I am writing on behalf of the Lodi Adopt -A -Child Foundation.
I have had the opportunity to work with Mr. Dennis Lewis, the President of the Foundation.
Mr. Lewis and the volunteer staff have long outlived the use of their current building.
I would hope that in an effort to further the outreach efforts of this local program that the Council would make
the decision to support this great programll
Thank you,
Richard W. Keiser II
Director of Operations
1/16/02
Jan 16 02 01:39p
Steven J. Cottrell, RPLC
Law Offices of
STEVEN J. COTTRELL
A Professional Law Corporation
125 NORTH PLEASANT AVENUE
LOnl, CALIFORNIA 95240
(209) 369-8212
FAX (209) 369-5068
January 16, 2002
City of Lodi -City Hall
PO Box 3006
Lodi, CA 95241-1910
Attn: Susan Blackston, City Clerk
City Council Members:
Alan S. Nakanishi
Philip A. Pennino
Susan Hitchcock
Emily Howard
Keith Land
(209) 369-5068
RECEDED
2092 JA 16 PM 1: 36
Re: City Lease of Real Property Located at 100 East Pine Street, Lodi
Dear Council Members and Ms. Blackston:
r� I T It C 1. i:. L
CITY OF '061
p.2
Via Facsimile Only 333-6807
It has been brought to my attention that one of the items on the agenda at the City Council Meeting
scheduled for Wednesday, January 16, 2002, is to award a lease on the real property located at 100
East Pine Street. It is my understanding that the two entities seeking the lease are the Lodi Adopt -A -
Child Foundation and the Community Partnership for Families of San Joaquin. While I am not
familiar with the Community Partnership for Families of San Joaquin, I am very familiar with Lodi
Adopt -A -Child Foundation. Both my wife and I have participated in the annual back to school
shopping program and the annual Christmas giving.
As a council member, you may or may not be aware, that the Lodi Adopt -A -Child program is not a
seasonal program. The Lodi Adopt -A -Child program has evolved, beyond the back to school program
and the annual Christmas giving to the benefit of the many disadvantaged children of Lodi, which
includes sponsoring disadvantaged children at Scout summer camps, science or music camps, and.
assisting families with children that are evicted and may be in need of a temporary place to live while
seeking other living arrangements. Further, the Lodi Adopt -A -Child program does provide assistance
to families and children or groups of children that are in need of a sponsor for a soccer team as an
alternative to gang participation.
Jan 16 02 01:39p Steven J. Cottrell, FPLC (209) 369-5068 p.3
City of Lodi -City Hall
January 16, 2002
Page 2 of 2
various ways besides the annual Christmas and back to school shopping programs. The Lodi Adopt -A -
Child program is a completely volunteer organization that is self-supporting and run by volunteers
who are dedicated to seeing that the children in our community who are less fortunate have
opportunities.
It has come to my attention that the Lodi Adopt -A -Child Foundation is in need of relocating to another
facility as their lease will terminate at the end of May, 2002. Clearly, the benefits of the Lodi Adopt -A -
Child Foundation are far more reaching to our community then just the children who are assisted. The
Lodi Adopt -A -Child Foundation annually supports other organizations in the Lodi area, such as the
Vine House, Meadows Depot, Lodi House, Lodi Community Service Center and the Salivation Army.
Considering all of the benefits the children and the people of Lodi receive from the Lodi Adopt -A -Child
program, I would strongly urge the council to consider awarding the lease for the property at 100 East
Pine Street to the Lodi Adopt -A -Child Foundation. In that fashion, the council will be telling the
citizens of Lodi that we care about our under privilege children and want to continue to see that their
needs are met by people who truly care and love them.
Should the council in their wisdom and judgment determine that the Community Partnership For
Families of San Joaquin is to be awarded the lease, then I would strongly request that the council then
consider awarding the lease to both the Lodi Adopt -A -Child Foundation and the Community
Partnership For Families of San Joaquin County, both who I understand are willing to share the
property. Further, if the lease is awarded to both the Lodi Adopt -A -Child Foundation and the
Community Partnership For Families of San Joaquin County, then any remedial work performed on
the building should be with the complete agreement of both institutions.
Because I am not able to attend the council meeting this evening, I would like to take this opportunity
to thank each of you for taking your valuable time in reading my personal support for awarding the
lease at 100 East Pine Street to the Lodi Adopt -A -Child Foundation.
Very truly yours,
J
STEVEN J. COTTR LL
SJC/sr
Susan Blackston
To: Ron Kerstiens
Cc: Dixon Flynn; Randy Hays; Richard Prima
Subject: RE: Leasing Property to the Community Partnership for Families
Dear Ron Kerstiens:
This reply is to confirm that your message was received by the City Clerk's Office and each member of the City Council. In
addition, by copy of this e-mail, we have forwarded your message to the following departments for information, referral, or
handling: 1) City Manager, 2) City Attorney, and 3) Public Works.
Thank you for your comments.
/s/ Susan J. Blackston, City Clerk
-----Original Message -----
From: Ron Kerstiens [mailto:rkerstiens@sjcbhs.org]
Sent: Wednesday, January 16, 2002 2:50 PM
To: Lodi City Council (E-mail)
Subject: Leasing Property to the Community Partnership for Families
Dear Mayor and Council Members:
I would like to encourage you to support the Community Partnership for
Families by leasing the former restaurant site to the East Lodi Family
Resource Center. Doing so will allow many County agencies such as Mental
Health, Probation, Human Services Agency, Public Health, and many others to
coordinate their services to families in need. This coordinated and focused
effort has proven itself to be much more effective, efficient (less costly),
and more family centered than the present silo system of service delivery.
Your leadership in serving your community is to be commended.
Sincerely,
Ron Kerstiens, Deputy Director
San Joaquin County Mental Health Services
Page 1 of 1
Susan Blackston
To: The Balloonery
Cc: Dixon Flynn; Randy Hays; Richard Prima
Subject: RE: Community Partnership Lease Request
Dear Ann Johnston, Council Member, City of Stockton:
This reply is to confirm that your message was received by the City Clerk's Office and each member of the City
Council. In addition, by copy of this e-mail, we have forwarded your message to the following departments for
information, referral, or handling: 1) City Manager, 2) City Attorney, and 3) Public Works.
Thank you for your comments.
/s/ Susan J. Blackston, City Clerk
-----Original Message -----
From: The Balloonery [mailto:binry@inreach.com]
Sent: Wednesday, January 16, 2002 3:41 PM
To: cityclrk@lodi.gov
Subject: Community Partnership Lease Request
Dear Mayor Penino & Members of the City Council:
Please seriously consider and approve the Community Partnership's request to lease the city
owned restaurant in the east side of Lodi for a neighborhood center. As an elected official and
member of the Partnership, I have seen the significant impact of the center operating at
Normandy Village in North Stockton. It has made a huge difference in the level of service
provided the residents of one of our city's most difficult areas. It takes all of us to do our part to
facilitate community change and I know the Partnership can count on you to help. Thank you for
your consideration of this most important request.
Sincerely, Ann Johnston, Council Member, City of Stockton
1/16/02
P.01
* w*
LAO FAMILY COMMUNITY OF STOCKTON, INC.
4 s Dedicated to improving the quabry of life through soeiehsFryice�r�h fpn strengthening.
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Cli'" OF LOM
January 16"' 2002
Mayor and City Council
City of Lodi
221 W. Pine ST
Lodi, CA 95240
This letter is to support Community Partnership for Families proposal to operate a
community neighborhood center project in the East Lodi area.
I believe that a neighborhood center in East Lodi will directly serve the needs and
respond to the transportation issue of the of east Lodi residents to seeking services. This
center will also serve as a place for many agencies to gather and provide services at their
full capacity.
Sincerely,
Pheng Lo
Executive Director
San Joaquin County: 807 N. San Joaquin St., Suite 211 • Stockton, CA 95202.209/466-0721 • FAX 209/466-6567
Lair Nguyen
Parent Educator of Success By 6
Family Resource & Referral Or.
509 W. Weber Ave.
Stockton, CA 95210
Tel(209)461-2713
January 16, 2002
Lodi City Council
Lodi, CA
To the Lodi City Council Representatives:
RECEIVED
2002 JAN 16 PM 4: 21
CITY OF LOW
1 am, the parent educator with Success by 6 program at Family Resource & Referral Center.
I am writing this letter to the council to support the Community Partnership of San Joaquin County
regarding the space for the Lodi area,
I believe that the location is located in East Lodi and close to public transportation and large enough to
house much service programs to the families in the community.
ncerely
Lan guyen
Page 1 of 1
Susan Blackston
To: dfswan@softcom.net
Cc: Dixon Flynn; Randy Hays; Richard Prima
Subject: RE: former restaraunt building
Dear Don & Frances Swanson
This reply is to confirm that your message was received by the City Clerk's Office and each member of the City
Council. In addition, by copy of this e-mail, we have forwarded your message to the following departments for
information, referral, or handling: 1) City Manager, 2) City Attorney, and 3) Public Works.
Thank you for your comments.
/s/ Susan J. Blackston, City Clerk
-----Original Message -----
From: don Swanson [mailto:dfswan(,softcom.net]
Sent: Wednesday, January 16, 2002 5:38 PM
To: Alan Nakanishi; Keith Land; Emily Howard; Susan Hitchcock; Phil Pennino
Subject: former restaraunt building
We believe that it is time to reward Dennis Lewis for all the time, effort, and money he has
invested in low income children in our city. We strongly urge you to vote to award the building
tto Adopt a Child Foundation at tonites council meeting.
Don & Frances Swanson
1/16/02
Susan Blackston
To: Edwcsjc@aol.com
Cc: Dixon Flynn; Randy Hays; Richard Prima
Subject: RE: No Subject
Dear Joelle Gomez:
This reply is to confirm that your message was received by the City Clerk's Office and each member of the City Council. In
addition, by copy of this e-mail, we have forwarded your message to the following departments for information, referral, or
handling: 1) City Manager, 2) City Attorney, and 3) Public Works.
Thank you for your comments.
Is/ Susan J. Blackston, City Clerk
-----Original Message -----
From: Edwcsjc@aol.com [mailto:Edwcsjc@aol.com]
Sent: Wednesday, January 16, 2002 4:36 PM
To: cityclrk@lodi.gov
Subject: No Subject
1/16/02
Dear Mr. Mayor and Lodi Council Members,
Please accept this letter in support of the East Lodi Family Resource Center.
The Women's Center of San Joaquin County has been engaged with the Community
Partnership for Families and can testify that many families have greatly
benefited from the array of "hands on " services provided by the resource
centers.
I encourage the Lodi City Council Members to allow the East Lodi Family
Resource Center to occupy the vacant restaurant site as proposed.
The invaluable services provided by this collabrative will greatly benefit
many Lodi families.
Sincerely,
Joelle Gomez
Executive Director
Women's Center of San Joauqin County
r:
a: y L ii
Susan Blackston
To: jvera@co.san-joaquin.ca.us
Cc: Dixon Flynn; Randy Hays; Richard Prima
Subject: RE: Community Partnership & New Shanghai Restaurant
Dear John R. Vera:
This reply is to confirm that your message was received by the City Clerk's Office and each member of the City Council. In
addition, by copy of this e-mail, we have forwarded your message to the following departments for information, referral, or
handling: 1) City Manager, 2) City Attorney, and 3) Public Works.
Thank you for your comments.
/s/ Susan J. Blackston, City Clerk
-----Original Message -----
From: jvera@co.san-joaquin.ca.us [mailto:jvera@co.san-joaquin.ca.us]
Sent: Wednesday, January 16, 2002 4:39 PM
To: 'Citycirk@lodi.gov'
Subject: FW: Community Partnership & New Shanghai Restaurant
> -----Original Message-----
• From: Vera, John
> Sent: Wednesday, January 16, 2002 3:30 PM
> To: 'Cityclk@lodi.gov'
> Subject: Community Partnership & New Shanghai Restaurant
> I am writing in support of the City of Lodi leasing the vacant New
> Shanghai Restaurant to the Community Partnership. I strongly believe that
> the development of a community service center to serve Lodi residents is
> much needed in the geographic area served by this location.
> We at the Human Services Agency are a committed partner to the
> Partnerships efforts and believe that not only will our participants
> benefit, but also many others who are seeking services from a variety of
> agencies.
> Thank you for your consideration.
> Sincerely,
> John R. Vera, Director
> San Joaquin County Human Services Agency
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•16
CITY CL1�►1
CITY OF LODI
October 30, 2001
Honorable Mayor Alar Nakanishi
City of Lodi
221 W. Pine Strcet
Lodi, CA 95240
Dear Mayor Nakanisltii:
I and writing to cxpress Clic Community Partlicrship for Families' interest in
dcvcloping and operating the former New Shanghai restaurant property on tllc
southwest corner of Main and Pine ill Lodi as a multl-usc neighborhood Service
center. As with other centers developed and operated by the Partnership, we
would use the facility to provide a wide range of services, supports, activities and
opportunities to develop leadership capacity and strengthen families living in
nearby areas. As Stewart Wakeling, Juvenile Justice System Coordinator of San
Joaquin County has informcd you, this would include health, financial, social and
educational services -- basically those services necessary to build stronger, more
independent and resourceful families. The Partnership's efforts arc tied to very
specific, measurable outcomes for the children, families, and commull ities it
serves and it has substantial experience dcvcloping and delivcring tllese services.
Partnership staff will administer the center and coordinate activities provided
through the center and we will work with key partners (such as Farmers and
Merchants Bank and the San .Joaquin County Human Services Agency) for
Funding to renovate the facility and property.
I want to emphasize how grateful the Partna5hip i5 for the a5515tancc and
leadership the City of Lodi has provided. "Elle Ccicbration on Central, which was
a gi-cat success, is all example of how productive this kind of partnership can be.
Should you have any questions, 1 can be reached at (209) 366-1400 or Stewart
Wakeling at (209) 463-9563.
Sincerely,
+114�1 -ea�p
Phyllis Grupe
Chairperson
Community Partnership for Families of San .Joaquin
if1VI Pte`NbIS 411P FOR FAMILItS
•
Mailing Address: . .
P.O. Box 1569
Stockton, CA
95201-1569
County Contact
Information:
Phone: 209/468-8566
Fax: 209/468-9346
Main Office:
7*.West Lane,
ite 201
Stockton, CA 95210
Phone 209/475-9811
Fax 209/475-9822
OF SAN JOAQUIN
October 4, 2001
Dixon Flynn
City Manager
City of Lodi
221 W. Pine Street
Lodi, CA 95240
Dear Mr. Flynn,
I am writing to express the Community Partnership for Families' interest in
developing and operating the former New Shanghai restaurant property on the
southwest corner of Main and Pine in Lodi as a multi -use neighborhood
service center. As with other centers developed and operated by the
Partnership, we would use the facility to provide a wide range of services,
supports, activities, and opportunities for families living in nearby areas. This
would include health services, financial services, social service, educational
services—basically any service necessary to build stronger, more independent
and resourceful families. The Partnership's efforts arc tied to very specific,
measurable goals for the children, families, and communities it serves.
Partnership staff will administer the center and coordinate activities provided
through the center, but will look to key partners (such as Farmers and
Merchants Bank and the San Joaquin County Human Services Agency) for
funding to renovate the facility and property. We are presently arranging an
inspection and review of the property with contractors and City staff to
determine the approximate cost of renovating the space. The walkthrough is
tentatively scheduled for October 11 at 2:30 p.m.
I want to emphasize how grateful -the Partnership is for the assistance and
leadership the City has provided. The Celebration on Central, which was a
terrific success, is an example of how productive this kind of partnership can
be. If you have any questions about this, please feel free to call (468-9563).
Sincerely,
Stewart Wakeling
SW:sst
cpfgen01110-02
cityclrk@lodi.gov, 05:51 PM 1/16/02 , support for CF Partnership pro
To' cityclrk@Iodi.gov
From: Roy Childs <rch 0 ds@uop.edu>
subject: support for CF Partnernhip proposal
Cc:
Hcc:
attached:
I would like to support the proposal put forward by the Community Family Partnership to
occupy City of Lodi space in order to establish a neighborhood center in eo-.t Lodi.
I have seen first hand the operation of the West Lane oaks Center in north Stockton which
serves Lodi Unified students and community members, many of whom live in Lodi and/or attend
Lodi Unified schools_ Such a center represents an effective way to involve residents in
their own neighborhodds across a range of issues and needs, and to involve community
service organizations from across the entire community, and county, to a13o respond. This
creates a powerful capacity in a community to respond effectively and efficiently in terms
of taxpayer dollars to needs which every community has, and which become increasingly
destructive if they are not addressed. The c5tabli9hment of such a center cold
incorporate an alternative proposal which I understand is also on the table, because it is,
itself, a much more comprehensive approach.
I sincerely hope the Lodi City Council will see the way clear to bring the Community Family
Partnership to a very needy community.
Thanks very much for the opportunity to communicate my sentxments.
Sincerely,
Roy Childs
Professor of Sociology
University of the Pacific
Printed for Roy Childs <rchilds@uop.edu> 1