WEEKLY COUNCIL MAIL Date: 7/30/2015

Transcription

WEEKLY COUNCIL
MAIL
City of
Thousand Oaks
Date: 7/30/2015
MAYOR/COUNCIL CALENDAR
From 7/31/2015 To 10/25/2015
Time
Remarks
Sub ject and Location
Ju ly (2015)
31 f ri
CITY HALL CLOSED
-=====::::==~~==--~=----::::-
Au gust (2015)
6Thu 8:30AM
VRSD Board Meeting
1001 Partridge Drive, Suite 150, Ventura
9Sun
Eagle Scout Court of Honor A ward Presentation
Noah Stolper (Commendation)
LDS Church
7:00 PM
10 Mon 1:00 PM - 3:00 PM
11 Tue 6:00 PM
Meeting==--!!!!!l!!!l:=--------------=i----~---=====
with C ity Manager
~----..--~·--~-----------------Reagan Forum w/GOP
Presidential Candidate Jeb Bush
Price
Adam
Adam
Reagan Library's Air Force One Pavilion
======:=:::.--.-...-~~
14 Fri
CITY HALL CLOSED
17 Mon 1:00 PM - 3:00 PM
Meeting with City Manager
19Wed
19 Wed 6:30 PM
Meeting w/Alon Goren, Investln & 805 Startups (D. Powers Bill-de la Pena
and H. Alawarni)
City Manager's Conference Room
- -- - -Thousand Oaks Police Department Citizen Academy
Adam
Graduation Ceremony, Police Station, Community Room
20Thu 8:30AM
20Thu
1:00 PM - 2:30 PM
20Thu
4:00 PM
21 Fri
lO:OOAM
====--
24Mon 1:00 PM
24Mon l :00 PM - 3:00 PM
28 Fri
VRSD Board Meeting
East County Meeting
Thousand Oaks Police Department VlP's Summer BBQ
Conejo Creek Park No11h, Lakeside Pavilion
Price
Adam
Adam
COSCA Ad Hoc Committee Meeting
C ity Manager's Conference Room
Bill-de la Pena
Capital Facilities Committee Meeting
Meeting with C ity Manager
Bill-de la Pena/Price
Adam
Bill-de la Pena
--='-------------~---------~
Finance/Audit Committee Meeting
Fox/Adam
25 Tue 11:30AM
25Tue
Adam
1:00 PM
===-~===-=ic=i:=---~
CITY HALL CLOSED
------ll::!!lm-Meeting with City Manager
~--lliEl!:!----------=-=i:::::======-~.!11!1!1~-----=---~
Adam
31 Mon 1:00 PM - 3:00 PM
September (2015)
1 Tue 7:3 0 AM - 9:00 AM
RPD-21 General Membership Meeting
County of Ventura, Hall of Justice
Pacific Room (Cafeteria Conference Rooml
Page 1of4
Price
From 7/31/2015 To 10/25/2015
Date
Time
Remarks
Subject and Location
Councilmem hers
Sel!_tem her (2015)
I Tue 9:30 AM - 11:00 AM
I Tue 11:30 AM
I Tue
6:00 PM
3Thu 8:30 AM
3 Thu
3:00 PM
4 Fri
9:00 AM
4 Fri
12:00 PM - 1:00 PM
Conejo Coalition for Youth & Families Committee Meeting Bill-de la Pena
CRPD Hillcrest Center, Recreation Meeting Room
Bill-de la Pena
Council
City CoWlcil Meeting
Forum
VRSD Board Meeting
AW A Board Meeting
5156 McGrath Street, Suite 104, Ventura
Price
VCTC Commission Meeting
Camarillo City Hall, 601 Carmen Drive
Bill-de la Pena
Price
Price
7Mon
LABOR DAY HOLIDAY - ClTY l CALL CLOSED
8Tue 11:30AM
Bill-de la Pena
9Wed 6:00 PM
COSCA Board Meeting
Civic Arts Plaza Board Room
Bill-de la Pena/Fox
VCOG Administrative Committee Meeting
City of Camarillo, Council Chambers
Adam
lOThu
5:00 PM
11 Fri
CITY HALL CLOSED
l4Mon 1:00 PM - 3:00 PM
Adam
15Tue 11:301\M
City Council Meeting
Forum
Dill-de la Pena
~~~~~~~~~~~~~
15Tue
6:00 PM
17Thu 8:30 AM
l7Thu 4:00 PM
17 Thu
5:00 PM - 8:00 PM
18 Fri
12:00 PM - 1:00 PM
Council
VRSD Board Meeting
Price
EDC-V C Board Meeting
Adam
Hampton Inn, 50 West Daily Drive, Camarillo
AW A Annual Member & Elected Officials Reception
Price
Reagan Presidential Library, 40 Presidential Dr., Simi Valley
-=-=-===---
Price
20Sun
NLC Public Safety & Crime Prevention Steering
Committee, Bridgeport, CT
Price
21 Mon
C.l.T.Y. fnternship Program Graduation
CLU, Lundring Hall
Price
21 Mon 1:00 PM - 3:00 PM
21 Mon 6:00 PM - 8:00 PM
22Tue
Page 2of4
Adam
Adam
Price
··=I
From 7/31/2015 To 10/25/2015
Date
--
Time
Remarks
Councilmembers
September (2015)
22 Tue I I :30 AM
Bill-de la Pena
23 Wed 11:30 AM
AW A Channel Counties/Water Systems Luncheon
Wedgewood, 5880 Olivas Park Drive, Ventura
Redevelopment Successor Agency's Oversight Board Mtg.
CAP Board Room
Price
23 Wed 3:00 PM
25 Fri
26 Sat
Bill-de la Pena
ClTY HALL CLOSED
5:00 PM
Senior Concerns 30th Annual Ultimate Dinning 2015
Hyatt Westlake Plaza
Adam
28 Mon 1:00 PM - 3:00 PM
Adam
29Tue
League of California Cities Annual Conference & Expo
The Fairmont, San Jose
McCoy/Price
30Wed
League of California Cities Arumal Conference & Expo
McCoy/Price
I Thu
The f airmont, San Jose
McCoy/Price
2 rri
VCTC Commission Meeting
Camarillo City Hall, 601 Carmen Drive
McCoy/Price
5 Mon 1:00 PM - 3:00 PM
Adam
6 Tue 7:30 AM · 9:00 AM
RPD-21 General Membership Meeting
County of Ventura, Hall of Justice
Pacif}c Room (Cafeteria Conference Room)
Forum
Price
29 Tue 11 :30 AM
Bill-de la Pena
October (2015)
2 Fri
9:00 AM
6Tue 11:30AM
6Tue
6:00 PM
7Wed I :00 PM - 2:30 PM
Finance Audit Committee Meeting
9 Fri
CITY HALL CLOSED
Bill-de la Pena
Council
Fox/Adam
12Mon 1:00 PM · 3:00 PM
Adam
15 Thu 7:15 AM
AWA WaterWise Breakfast Program
Los Robles Banquet, 299 S. Moorpark Road
VRSD Board Meeting
EDC-VC Board Meeting
Hampton hm, 50 West Daily Drive, Camarillo
Price
I
IS Thu 8:30 AM
15 Thu 4:00 PM
Page 3of4
Price
Adam
J
From 7/31/2015 To 10/25/2015
Date
Time
Remarks
l
Councilmem hers
October (2015)
16 Fri
Metropolitan Water District Tour of the Colorado River
Facilities and Hoover Dan1
17 Sat
Facilities and Hoover Dam
18 Sun
Facilities and Hoover Dam
19 Mon 1:00 PM - 3:00 PM
Adam
20 Tue
Forum
Council
22 Thu 7:30 PM
Westlake Joint Board Meeting
North Ranch Community Center, 1400 N. Westlake Blvd.
Fox
23 Fri
CITY HALL CLOSED
6:00 PM
Page 4 of 4
DRAFT
DRAFT
CITY OF THOUSAND OAKS
**FOR INTERNAL USE ONLY/CONFIDENTIAL**
PENDING CITY COUNCIL MEETING LISTING
713012015 4:19 PM
All Meetings are Regular Mtgs. at 6:00 p.m. unless otherwise noted
* - Revised Schedule Due to Holidavs and/ or Furlouoh
Legal
Notices
Meeting
Date
Category/Description
Dept.
Due
Publish
Agenda Review
Workflow
Due
back
noon
Due
in
10a.m.
Reports
Final No
Later Than
Tuesday
5 p.m.
Summer Recess
9/1115
Cont'd
Next Pg
Regular Meeting
Pledqe - Joint Fire/Police Honor Guard
Special Presentation
Certificates - Lang Ranch Elementary School - Odyssey of the Minds 2015
Competition [Michele Lauterman - Lang Ranch Elementary Librarian/Odyssey
of the Mind Advisor; AnQela Woo & Yun Wu - Parent Coaches]
Public Hearings
TEFRA Hearing for issuance of multi-family housing revenue bonds for
Schillo Gardens Project
Lighting Assessment District No. 79-2 Annexation
Appea l RPMJ 2014-70518/0TP 2015-70003 to allow construction of
8' high masonry wal l along rear property line (adjacent to Westlake
Boulevard); allow encroachment within protected zone of 6 oak trees
and removal of one oak tree: Applicant: Hualalai Holding Trust;
Located : 1757 and 1764 Classic Rose Court.
Department Reports
Auto Mall Public Improvements Community Facilities District Initiation
Approve Water and Wastewater Financial Plans; set PH for 11/10/15
Thousand Oaks Blvd. Trolley
Committee, Commission, Board Reports
Planninq Commission Appointment (McCoy)
Traffic & Transportation Advisory Commission Aooointment (McCoy)
Closed Session
CONFERENCE WITH LEGAL COUNSEL- Existing Litigation: KAREN
MONTANA, et al. v CITY OF THOUSAND OAKS
8/11 I 8118
CCD/Fire/Police
8117
I
8/24
8/25
CCD
COD
DPW
CDD
FIN
DPW
DPW
CMO
CMO
CUUNv lL IVll-\IL
DRAFT
DATE ~-3-o-l5
Page 1
Meeting
Date
Legal
Notices
Dept.
Cont'd.
9/15/15
Consent Calendar
Community Funding Review Committee Appointments
Campaign Contribution Limit Adjustment (CPI)
Granicus Contract - Technological Enhancements (including Council
Chambers)
Ratification of City Manager Action Taken During Summer Recess
Designation of Voting Delegates for Annual League of CA Cities
Conference General Assembly Meeting
Open Street Festival Budget
Purchase of CNG Control Systems Upgrade and Dispenser
Replacement
HCTP Supply of Three Chemicals
Route 101/23 (Cl 5172) Additional Verizon Utility Relocation Cost
Tara Reservoir Improvements (Cl 5290) - Contract Award
Los Feliz Sidewalk Project-Phase II (Cl 5242) Award Const. Contract
Regular Meeting
Special Presentations
2015-16 Theatre Season Schedule Update (S. Park Minasian)
Public Hearings
Review of 2014-15 Report for U.S. Department of Housing and Urban
Development, "Consolidated Annual Performance and Evaluation
Report" for City's Community Development Block Grant ProQram
Department Reports
Water Conservation Update
Pavement Mgmt Program {Ml 2102)/2015-2019 Street Rehab Program
Consent Calendar
Retention Schedule Update (Reso)
2016 City Council Schedule {Reso)
On Call Professional Services Agreements
HCTP Miscellaneous Repairs - Coatings (Ml 2055)
Authorization of Property Assessed Clean Energy (PACE) Programs
Wastewater Facilities Transfer Agreement on Victoria Lane
CLU Wastewater Agreement
in
Due
back
10a.m.
noon
8/31
9/4*
Due
Due
9/1/15
Agenda Review
Workflow
Publish
Reports
Final No
Later Than
Tuesday
5 p.m.
CMO/LIB
CCD
CCD
CMO
GMO
CAD
DPW
DPW
DPW
DPW
DPW
8/25
9/1
9/8
CCD
COD
DPW
DPW
CCD
CCD
DPW
DPW
DPW
DPW
DPW
DRAFT
Page 2
-
Meeting
Date
10/6/15
10/20/15
11110/15
Legal
Notices
Dept.
Regular Meeting
Cabrillo- Performance "DAMN YANKEES''
Public Hearings
Auto Mall Community Facilities District Election
Council Issues/Recommendations
NLC Public Safety & Crime Prevention Steering Committee 9/20-9/22
(Price)
League of CA Cities Annual Conference 9/30-10/2 (Price/McCoy)
Consent Calendar
2015-16 Social Services Ad Hoc Committee Aooointments
Conduit Lease AQreements with Sunesvs
Groundwater Ordinance Update - Initiate MCA
Regular Meeting
Public Hearings
MCA 2014-70145 Oak and Landmark Tree Ordinances (follow-up from
4/14/15)
Consent Calendar
TDAClaim
Thousand Oaks Boulevard Undergrounding (Cl 5331) Authorization to
Bid
Traffic Impact Fee Nexus Study Contract
Regu1ar Meeting
Public Hearings
Water and Wastewater Utility Rates and User Fees
Groundwater Ordinance Update
Department Report
Newbury Road Traffic Control Measures - 6 Month Report
Reports
Final No
Later Than
Tuesday
Due
Due
Due
Publish
in
10a.m.
back
noon
9/15
9/22
9/21
9/28
9/29
9129
I 1016
10/5
I
10112
10113
10120
I
I 10121
1012s
I
I
11/2
11/3
5 p.m.
CCD
FIN/DPW
CMO
CMO
CMO/CDD
DPW
DPW
CDD
DPW
I
DPW
DPW
DPW
DPW
DPW
11/24/15
Regular Meeting (if needed-Thanksgiving week)
Consent Calendar
Ordinance-2nci Reading; Water & Wastewater Utility Rates & User Fees
12/1115
City Council Reorganization Meeting
Agenda Review
Wor1dlow
DRAFT
1113
I
11110
1119
I
11116
11/17
11110
I
11111
11116
I
11123
11/24
Page 3
Meeting
Date
Legal
Notices
Dept.
Due
Forum Theatre Seat Dedications
12/15/15
Publish
Agenda Review
Wor1dlow
Due
in
10a.m.
Due
back
noon
Reports
Final No
Later Than
Tuesday
5 p.m.
CCD
11124
Regular Meeting
Consent Calendar
BCC Maddy Act Listing
Conflict of Interest Designated Filer Update (Reso)
I 1211
11130
I
12/7
12/8
CCD
CCD
2016 Schedule Tentative- Pending Approval
1/12/16
Regular Meeting (Tentative)
Consent Calendar
Thousand Oaks Boulevard Undergrounding (Cl 5331) Contract Award
1/26/16
2/9/16
2123/16
Regular Meeting (Tentative )
3/1/16
3/22/16
4/12/16
4/26116
Department Reports
Transit Master Plan
5/10/16
5/24/16
6114/16
DPW
DPW
DRAFT
Page4
Legal
Notices
Meeting
Date
Dept.
Due
6/28/16
7/5/16
7/12/16
Publish
Agenda Review
Workflow
Due
in
10a.m.
Due
back
noon
Reports
Final No
Later Than
Tuesday
5 p.m.
Summer Recess
Pledge - Joint Fire/Police Honor Guard
9/6/16
9/20/16
10/11/16
10/25/16
11/1/16
11/22/16
12/6/16
12/13/16
Reorganization (Tentative)
#
Tentative
Date
1.
Annual - Mtg
-
CCD
UNSCHEDULED ITEMS
Agenda Item
Dept.
Pledge - Joint Fire/Police Honor Guard
Notes
CCD/Fire
Prior to 9/11
DRAFT
Page 5
Public Hearings
Z 2010-70542, Entitlement Applications for Home Depot; West
Side of Hampshire Road, North of Foothill Drive; Applicant:
HomeDepot, USA, Inc. (C-1 to C-3) - following PC
Cell Site Ordinance Update
Affordable Housing In-Lieu & Linkage Fee Updates
Thousand Oaks Boulevard Specific Plan Amendment - Housinq
Assisted Living Facility Zone Change, Rolling Oaks
2.
3.
4.
5.
6.
COD
COD/CAO
COD
COD
COD
Staff working with carriers such as Verizon
Update memo to Council - 9/2014
Removed from 2/10/15 tentative date
Originally scheduled for PC in June 2015
and was delayed to date uncertain as of
6/30/15
7.
8.
9.
10.
11 .
12.
13.
Fall 2015
Department Reports
Westlake Fire Station Update
Moorpark/Newbury Park Edison Electrical Lines
FY 2014-15 Citywide Goals & Objectives Two-Year Final Report
Auto Mall Street Parking Improvements (Cl 5118) Construction
Contract
Consent Calendar
Risk Management Settlement Authority
Deer Creek-Tract 5142 Amendment to CC&R and Emergency
Agreement and Easement Deed Acceptance
Acceptance of Brossard and Bower Way
FIR
CDD/CMO
CMO
CPUC Draft EIR in progress
Rachel to provide date/title 2-17-14
DPW
HRD
DPW
DPW
Distribution: City Manager, City Attorney, Executive Team, Agenda Contacts
CCD:610-30/ldl/H/COMMON/Agenda/Pending City Council Meetings.docx
DRAFT
Page 6
City Staff Correspondence
Finance Depart ment
MEMORANDUM
2100 Thousand Oaks Boulevard • Thousand Oaks, CA 91362
Phone 805/449,2200 • Fax 805/449,2250 • www.toaks.org
To:
Scott Mitnick, City Manager
From:
John F. Adams, Treasurer
Date:
July 23, 2015
Subject:
Investment Report for Month of June 2015
The attached investment report presents the City's investment portfolio as of June 30,
2015. It includes all investments managed by the City on its own behalf, City related
investments held by trustees and the funds managed by the City as Successor Agency
to the former Thousand Oaks Redevelopment Agency.
This report provides information on each investment including purchase date, maturity
date, yield, original cost, par value, and market value. In addition, the report includes a
weighted average yield and weighted average maturity for the portfolio as well as an
accounting of all transactions made during the month.
Pursuant to the City's Investment Policy, the monthly Investment Report is submitted to
the City Manager and Councilmembers within 30 days of the end of each month.
Below, please find a summary of the portfolio:
June2015
_ _ _ _ _ fY.1~2015_ __
Book Balance
Yield to
Book Balance
Yield to
Maturity
Maturity
City
Operating
Bond Accounts
Successor Agency
$229, 172,495
$18,725,536
1.05%
0.31 %
$228, 168,442
$18, 795,589
0.99%
0.30%
$6,942,089
0.00%
$4,157,570
0.00%
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350-1 O\H:\COMMON\ADFLR\Treasury\lnvestments\Memos\Monthly Investment Report\2015 06,docx
t.oak s .orQ
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Finance
Department
I ohn F. Adams
Treasurer
Investments
Ventvra County Treasury Pool
State Local Agency Investment Fund
Collateralized CDs
Par
Market
Value
Value
Investments
YTM
365 Equiv.
0.370
5,006,311.38
33,170,410.52
2.18
14.47
1
1
1
44.000,000.00
19.20
851
459
2,005,916 00
2,001,980.00
38,047, 107.85
0.87
16.60
43.18
3.49
761
1,284
1,598
1,643
839
1, 111
1,273
100.00%
1,131
758
1.048
1,131
758
1.048
98.950,000 00
8,000,000.00
37,924.013.50
99,051.239.60
7,991,343.00
228,881,721.90
229, 149,234.00
98.945,685.00
8.001,000.00
229,172,494.75
11,685.78
11,685,78
11,885.78
11,685.78
229,160,919.78
229,184,180.63
Total Earnings
Days to
Maturity
5.006,311.38
Subtotal
228,881, 721.90
June 30 Month Ending
Fiscal Year To Date
202,725.86
1,932,857.86
Current Year
Term
33,170,410 52
44,000,000.00
Cash and Accrued Interest
Accrued Interest at Purchase
Total Cash and Investments
Portfolio
5,006,311.38
2,000,000.00
37,755,000.00
Supranationals
% of
Book
Value
33, 170,410.52
44,000,000.00
Municipal Bonds· Taxable
Federal Agency Coupon Securities
Federal Agency Step.Up Securitjes
City of Thousand Oaks
2100 Thousand Oaks Blvd.
Thousand Oaks, CA 91362
(805)449-2200
Operating Portfolio Investment Report
Portfolio Management
Portfolio Summary
June 30, 2015
1
747
0.299
0.745
0.852
1.343
1.375
0.850
Fiscal Year Ending
1,932,857.86
Investments have been made in compliance with State laws governing the investment of City funds and in accordance with the City's Investment Policy. Par value is the value of the investment at
maturity and market value is the value provided by Interactive Data Service, Inc. for: Federal Agency Coupon and Discount Securities. Treasury Coupon and Discount Securities, Municipal Bonds,
Bankers' Acceptances. and Discounted Commercial Paper as of the date of this report. The Collateralized Certificates of Deposit are non-negotiable and therefore both the par value and the market value
are the value of the investment at maturity. The market values of the State Local Investment Agency. Money Market Funds. and the Ventura County Treasury Pool are based on their monthly statements.
The Yield to Maturity reported for Federal Agency Callable Step-Up Coupon Securities is based on the actual coupon(s) as securities may be called prior to all coupon increases.
Based on analysis of cash receipts, expenditures. and daily cash flows, it is projected that revenues and investment liquidity are sufficient to meet expenditure requirements for the next six months.
~UY\2.
~
:iOF.
ADAMS, TREAUR
-r
Reporting period 06/01/2015-06/3012015
Data Updated: SET_OPPM: 07/21/2015 07:12
Run Oate: 0112112015. rn: 12
1 /2l/16
• I
Portfolio CTI
NL!CP
PM (PRF_PM1) 7.2 0
Report Ver. 7 3. 2
Page1
Portfolio Details - Investments
June 30, 2015
Purchase
CUSIP
Issuer
lnvabnent#
Stated
S&P
YTM Daysto
365 Maturity
Om
Par Value
Matket Va.lue
Book Value
Rm
10/31/2014
5,006,311 .38
5,006.311.38
5.006.311.38
0.370
5,006,311.38
5,006,311.38
5,006,311.38
AAA 0.370
--------0.370
0.00
0.00
O.Q10
0.00
0.00
AAA 0.010
1
--------0.000
0
33,170,410.52
33, 170,410.52
33,170,410.52
0.299
33,170,.410.62
33,170,.410.62
33,170,4f0.S2
0.299
--------0.299
3,000,000.00
2,000,000.00
2,0D0,000.00
3,000,000.00
3,000,000.00
2,000,000.00
2,000,000.00
2,000,000.00
3,000,000.00
3,000.000.00
2,000,000.00
2,000,000.00
2,000,000.00
2,000,000.00
3,000,000.00
3,000,000.00
3,000,000.00
2,000,000.00
3,000,000.00
2,000,000.00
2,000,000.00
3,000,000.00
3,000,000.00
2,000,000.00
2,000,000.00
2,000,000.00
3,000,000.00
3.000,000.00
2,000,000.00
2,000,000.00
2,000,000.00
2, 000, 000. 00
3,000,000.00
3,000,000.00
3,000,000.00
2,000,000.00
3,000,000.00
2,D00,000.00
2,000,000.00
3.000,000.00
3,000,000.00
2,000,000.00
2,000,000.00
2,000,000.00
3,000,000.00
3,000,000.00
2,000,000.00
2,000,000.00
2.000.000.00
2,000,000.00
3,000,000.00
3.000,000.00
3,000,000.00
2,000,000.00
44,000,000.00
44,000,000.00
44,000,000.00
2,000.000.00
2,005,916.00
2,001,980.00
Maturity
Data
Ventura County Treasury Pool
SYS50831
50831
Ventura County Treasury Pool
Subtotal and Average
Money Market Funds
SYS4091
4091
W<i'Ms Fargo Sweep
07/01/2014
0.00
--0.00
SYS2541
2541
Local Agency Investment Fund
Collateralized CDs
385111006867-1
385110637101).2
385110540270.2
385111576315
385110538555-2
307000044-2
30348834-3
0307000729-1
307()()0621-1
307001298-1
30700044~
307001334-1
307000001-1
307000028-3
100077358914
100077405882
9818055307
39054978
50796
50811
50813
50820
50823
50795
50832
50834
50840
50853
50858
50882
50870
50875
50771
50800
50747
50759
Comerica Bank
Comerica Bank
Comerica Bank
ComllOca 811nk
Comerica Bank
Commurlty Bank
Community Bank
Community Bank
Community Banll
Commurlty Be<il<
Communty Bank
Commurlty Bank
Communty Bank
Community Bank
JPMorgen Chase Bank. N.A.
JPMorgan Chase Bank, N.A.
Rllbobenk, N.A.
SBB&T (Union Balk)
02/0412014
05120/2014
06/03/2014
08/2412014
07/22/2D14
08/18/2013
10/2812014
11/04/2014
02/03/2015
04/0712015
05105/2015
05112/2015
08/0212015
06/2312015
05/1012013
03/03/2014
10/0512012
02/1412013
0.510
0.520
0.560
0.560
0.570
0.750
0.640
0.640
0.700
1.080
0.750
0.750
0.750
0.750
0.650
0.960
0.990
1.080
0.510
0.520
0.580
0.560
0.570
0.760
0.649
0.649
0.710
1.095
0.760
0.760
0.760
0.760
0.659
0.973
1.004
1.095
223
328
342
371
393
6
488
496
587
1,014
678
685
706
727
314
611
97
230
--------0.745
459
02/0912016
0512412016
0610712016
07106/2016
07/28/2016
07/07/2015
10/31/2016
11/0812016
rtZJCTT/2017
04/10/2018
0510912017
0511612017
06/06/2017
06/27/2017
05/10/2016
03/03/2017
10/06/2015
02/1612016
Supranatlonals
45905URF3
50874
lnt'l Bank Recon & Develop
Data Updated: SET_OPPM: 07121/2015 07:12
Run Date: 07121/2015-07:12
06117/2015
0.900
AAA
0.852
747 07117/2017
Portfolio CTI
NL! CP
PM (PRF_PM2) 7.2.0
Report Ver. 7 .3.2
Page2
June 30, 2015
CUSIP
lnvntment#
Pun:hOate
1ssuer
Par Value
Martcl!t Value
Boo« Value
2,000,000.00
2,005,916.00
2,001,980.00
300,000.00
280,000.00
200,000.00
1,415,000.00
200,000.00
755,000.00
3,000,000.00
1,500,000.00
3,000,000.00
2,000,000.00
1,000,000.00
850,000.00
500,000.00
2,000,000.00
1,000,000.00
2,690,000.00
2,000,000.00
500,000.00
1.940,000.00
500,000.00
675,000.00
1,000,000.00
1,000,000.00
2,500,000.00
2,000,000.00
2,500,000.00
1,000,000.00
1;000,000.00
450,000.00
300,000.00
281,436.40
198,320.00
1,430,833.85
206,424.00
760,224.60
3.040,020.00
1,536,090.00
3,006,690.00
1,982,220.00
998,050.00
847, 152.50
499,060.00
2,004,300.00
1,015,670.00
2,7()4,875.70
2,007,020.00
500,880.00
1,952,086.20
499,820.00
681,365.25
1,005,450.00
999,080.00
2,509, 100.00
1,997,820.00
2,511,575.00
1,000,610.00
998,600.00
451,260.00
300,000.00
280,000.00
200,000.00
1,542,095.30
225,782.00
759.794.25
3,019,950.00
1,563,435.00
3,010,350.00
2,011 ,280.00
1,000,000.00
853.272.50
500,000.00
2.000,000.00
1,019,320.00
2,690,000.00
2,000,000.00
500,000.00
1.946,828.80
500,000.00
675,000.00
1,000,000.00
1,000,000.00
2,500,000.00
2,000,000.00
2,500,000.00
1,000,000.00
1,000,000.00
450,000.00
37,756,000.00
37,924,013.50
38,047,107.85
3,000,000.00
3,000,000.00
2,996,811.00
3,000,285,00
2,998,200.00
3,000.000.00
Stated
Rate
S&P
YTM Days to
Maturity
365 Maturity
Date
0.852
747
AA-
0.755
1.041
1.341
1.300
1.417
1.000
2.105
0.670
1.130
1.680
AA
0.844
A+
1.050
0.946
0.948
1.545
1.391
1.776
0.711
1.780
1.144
1.n2
2.321
0.704
1.255
0.600
1.840
Municipal Bonds - Taxable
797669UE6
797669UF3
797669UG1
130S3BHZ8
13063BFP2
13063CFD7
13063CKL3
13063BNS7
13063CPN4
13063CS04
190335GM5
283309Kl5
4922440R6
5446452R2
562785LFO
6125740S9
630360EJO
630360EG6
702282ND2
6W634ZZ9
697634A29
762494QY1
785870VZ6
798720JF8
797508FP8
83412PDW9
91412GPX7
91412GPY5
91412GWV3
50744
50745
50748
50722
50755
50804
50818
50835
50836
50856
50776
50812
50803
50825
50863
50766
50815
50816
50807
507gf
50798
50649
50864
50767
50855
50802
50762
50763
50848
San Francisco Bay Area Transit
San Francisco Bay Area Transit
San Francisco Bay Area Tran sit
California state
California state
California state
California State
Callfomia State
Callfomia State
California Stste
Coast Community College Distri
El Monte CA City School Distri
Kem Community College
Los Angeles Unified School Dis
Manhattan Beach School Oistric
Monterey Peninsula Com College
Napa Valley Comm CoRege Dist
Napa Valley Comm College Dist
Pasadena Unified School Distri
Pdos VeJdes Perinsola Unffed
Palos Verdes Perinsula United
Rialto Unified School Distrid
Sacramento Cl1y USO
San Bernardino Com College Dis
San Dieguito Union High SD
Solano Community College Distr
University of California
Unive111ity of California
Un!Y11rsily of California
10/0412012
10/04/2012
10/0412012
05(09/2012
12/0412012
03/'3112014
06/2Dl2014
11110/2014
11/2512014
04/29/2015
0512912013
06/1212014
03/27/2014
0811912014
05/1512015
0510712013
0612612014
06126/2014
04/10/2014
03/11/2014
03/1112014
03126/2015
06/0412015
05/02/2013
04/29/2015
04/0812014
03/14/2013
03/14/2013
03/25/2015
0.755
1.041
1.341
3.950
5.500
1.250
2.250
2.924
1.250
1.800
0.844
1.186
0.946
0.948
2.012
1.391
1.776
0.711
1.861
1.144
1.772
2.321
0.704
1.255
0.600
1.840
0.659
0.966
2.003
AA+
AA+
AA+
AAAAAAAAAAAA-
AA
0.659
AA
0.966
AA
2.004
0
366
731
123
244
489
1,400
458
854
1,736
397
670
489
550
1,523
762
1, 127
397
1,219
793
1, 158
1,492
397
397
397
1, 127
319
684
1,414
1.343
839
AA+
0.615
664 04/2512017
AA+
0.960
705 06/0512017
AAAAAA
AAAAAA-
A+
AA+
AA+
AA
A+
AA-
AA
AA-
07/01/2015
07/0112016
07/0112017
1110112015
0310112016
11/01/2016
05/0112019
10/0112016
1110112017
04/0112020
08101/2016
0510112017
1110112016
01/01/2017
0910112019
08/0112017
08/0112018
OB/0112016
11/0112018
09{()112017
09(()1/2018
08101/2019
08/01/2016
0810112016
08/0112016
08/0112018
05/1512016
0511512017
0511512019
3133ECMM3
3133ECR30
sono
50781
Federal Farm Credit Bank
Federal Farm Credi! Bank
Data Updated: SET_OPPM: 0712112015 07:12
Run Date: 0712112015 -07:12
05107/2013
08105/2013
0.600
0.960
Portfolio CTI
NL! CP
PM (PRF_PM2) 7.2.0
Pagel
June 30, 2015
Putdlaee
CUSIP
Investment #
la.suer
o.te
Par Value
Market Value
Book Value
0611312014
07/1612014
03118/2()15
04/()112{)15
3,000,000.00
1,000,000.00
2.000,000.00
2,000,000.00
2,000,000.00
2.000,000.00
2,000,000.00
3,000,000.00
3,000,000.00
3,000,000.00
2,000,000.00
2.000.000.00
3,200,000.00
3,000,000.00
3,000,000.00
3,000,000.00
2,000,000.00
2,000,000.00
2,000,000.00
2,000,000.00
2,000,000.00
2,000,000.00
2,000,000.00
2,000,000.00
3,000,000.00
3,000,000.00
3,000,000.00
3,000,000.00
3,000,000.00
3,000,000.00
3,000,000.00
3,000,000.00
3,750,000.00
3,000,000.00
3,000,000.00
3,004,710.00
1,011,894.00
2,004,436.00
2,000,970.00
1,960,858.00
1,998,178.00
1,989,420.00
2,997,633.00
2,988,702.00
3,010,839.00
1.998,900.00
2.001,830.00
3.192.681.60
2.992,674.00
2,989,446.00
3,007,908.00
1.994,182.00
1,989,826.00
1,9g9,484.00
1,999,736.00
1,989,832.00
1,994,792.00
2,005,736.00
2,000, 174.00
3,012,570.00
3,016,068.00
2,999,934.00
2,996,943.00
3,001,569.00
3,002.277.00
J,026,490.00
3,00B,337.00
3,781,985.00
3,037,419.00
3.039,618.00
3,000,000.00
1,003,860.00
2,000,000.00
2,000,000.00
1,998,000.00
2,000,000.00
2,000,000.00
3,000,000.00
3,000,000.00
3,000,000.00
2,000,000.00
2,000,000.00
3,200,000.00
3,000,000.00
3,000,000.00
3,000,000.00
2,000,000.00
1,999,000.00
2,000,000.00
2,000,000.00
2.000,000.00
2,000,000.00
2,000,000.00
2,000,000.00
2,998,500.00
3,000,000.00
3,000,000.00
3,000,000.00
3;000,000.00
3,000,000.00
3,000,000.00
3,000,000.00
3,748,125.00
3,000,000.00
3,000,000.00
Stated
Rate
S&P
YTM Dap to
3115 Ill aturtcy
Maturity
Oat.
3133EDNC2
313311<706
3133EETNO
3133EE'N82
3133EEYJ3
3133EET34
3133EEU65
3133813R4
313383A\IV1
313383JB8
3130A4KX9
3130A5N47
3134G43V8
3134G4506
3134G4SU8
3134GSQXS
3134G8RGO
3134G8ZG1
3134G6K85
3134GSS95
3134G6R47
3134G6Y23
3134G64NO
3134GS5U3
31398A3T7
31398A5R9
3135GOPL1
313SGOQLO
3136G1DG1
3136G1NU9
3136G22V8
3136G23T2
313SG26G7
313SG25N3
3136G26Y8
50814
50822
50850
50851
5085"
50888
50871
50749
50777
50782
50847
50873
50772
50774
50775
50837
50852
50859
50860
50865
50880
50867
50009
50872
50615
50821
50742
50748
50758
50783
50821
50824
50828
50829
50830
Fedel'lll Farm Credit Bank
Federal Ferm Credit Bank
Federal Farm Cradlt Bank
Federal Farm Credi1 Bank
Federal Home Loan Bank
Federal Home loan Bank
Federal Home loan Bank
Federal Home Loan Mortgage Cor
Federal Home loan Mortgage Cor
Federal Home loan Mort9119e Cor
f:ederal Home loan Mortgage Cor
Federal Home loan Mortgage Cor
Federal Home l.oen Mortgage Cor
Federal Home Loa'! Mortgage Cor
Federal Home LOlll'I Mortgage Cor
Federal National Mortgege Assc
Federal National Mortgage A&sc
Federal National Mortgage Assc
Federal Natiooal Mortgage Assc
Data Updated: SET_OPPM: 0712112015 07:12
Riii Date: 07121/2015- 07:12
0411312015
08/'0312015
0610812015
1110912012
0611312013
0612712013
03130/2015
06/2312015
0511512013
0513012013
0611212013
12117/2014
0412912015
0512612015
0512712015
0611712015
06110/2015
0611212015
0612912015
0612312015
0912112010
11/1212010
10104/2012
1012412012
0212712013
0611912013
0712512014
0812712014
09/2612014
09/1912014
10/0712014
0.700
1.340
1.670
1.540
1.880
1.620
1.850
1.000
1.150
1.000
1.800
1.100
1.050
1.125
0.850
2.000
1.350
1.300
1.500
1.350
1.500
1.375
1.500
1.100
2.000
1.625
1.050
1.000
1.050
1.000
1.500
2.000
1.550
1.885
2.000
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
0.700
1.227
1.670
1.540
1.701
1.620
1.850
1.000
1.150
1.000
1.800
1.100
1.050
1.125
0.850
2.000
1.350
1.314
1.500
1.350
1.500
1.375
1.500
1.100
2.011
1.625
1.050
1.000
1.050
1.000
1.500
2.000
1.553
1.865
2.000
562
933
1,356
1,370
1, 748
1,433
1,804
862
1,078
819
1,734
998
1,049
1,059
895
1,830
1,218
1,336
1,337
1,265
1,440
1.280
1,367
996
82
134
826
846
972
719
1, 120
1,518
1, 193
1,541
1,559
01/13/2017
01(1912018
0311812019
04/0112019
04/13'2020
08/0312019
06/0812020
11/0912017
06/1312018
09127/2017
0313012020
03123/2018
0511512018
0512512018
1211212017
12117/2019
10/29/2018
02126/2019
02/27/2019
12117/2018
08/10/2019
12/12/2018
03/2912019
03/2312018
0912112015
1111212015
10/04/2017
10/2412017
0212712018
0611912017
07/2512018
0812712019
09/2612018
09119/2019
10/0712019
Portfolio CTI
NL! CP
PM (PRF_PM2) 7.2 0
Page4
Portfolio Details • Investments
June 30, 2015
Purchase
CUSIP
Investment#
laauer
Stated
Date
ParValU&
Market Value
Book Value
Rate
S&P
05/20/2.015
0512712015
2.000,000.00
2,000,000.00
1,984,458.00
2,001,856.00
2.000,000.00
2.000,000.00
1.800
2.000
AA+
98,950,000.00
99,051,239.60
98,9'5,685.00
3,000,000.00
2,000,000.00
3,000,000.00
3,002,334.00
2,002,066.00
2,986,941.00
3,000,000.00
2,001,000.00
3,000,000.00
and Average
8,000,000.00
7,991,343.00
8,001,000.00
Total and Average
228,881,721.90
229,149,234-00
229,172,494.75
~ Days to
Maturtty
365 Maturity
Dllte
3136G2HJ9
3136G2K30
50857
50861
Federal Naliooal Mortgage Assc
AA+
1.800
2.000
1,785 05120/202.0
1,792 05127/2020
1.375
1,111
0.800
0.700
1.000
1,on 0611212018
943 0112912018
1,688 0211312020
0.850
1,273
1.048
758
---------
------------------~~-----
Federa I Agency Stllp-Up Securities
3133836N6
3130A3UW2
3134G6CT8
50778
60839
50841
Federal Home Loan MortQage Cor
Su~I
Date Updated: SET_OPPM: 0712112015 07:12
Ri.i Oete: 07/2112015 - 07:12
06/1212013
0112912015
02/1312015
o.eoo
AA+
0.750
1.000
AA+
M+
------- --
Portfolio CTI
NLI CP
PM (PRF_PM2) 7 2.0
Portfolio Summary
Book Value by Investment Type
(805)449-2200
• Ven tura County Treasury Pool
Collateralized CDs
ii: Supranat ionals
t:I Municipal Bonds - Taxable
Federal Agency Step-Up Securities
Portfolio CTI
Run: 07/21/2015 07:09
CP
PPiv1 Bktypep
Finance
Department
(805)449-2200
Aging
Aging Report
John F. Adams
Treaslll'et'
By Maturity Date
As of July 1, 2015
Maturity
Percent
Par Value of Portfolio
Curntnt
Cunent
Book Value
lllartet Value
Aging Interval:
0 days
( 0710112016 - 07/0f/2016 )
4 MaturttiH
0 P.lryments
38,476,721.90
1U1%
38,476,721.90
38,478,721.90
Aging Interval:
1- 365 days
( 0710212016 - 06/30/2016 )
12 Maturttles
o Payments
26,615,000.00
11.19%
25,766,377.30
25,868,505.85
Aging Interval: 366 - 730 days
( 07101/2016 - 06/3012017 )
26 Maturities
0 Paymants
49,885,000.00
21.80%
49,964,701.76
49,933,856.SO
Aging Interval: 731 -1096 days
(0710112017 - 06130/2018 )
20 Maturities
0 Payment&
48,5\10,000.00
21.23%
48,607,190.00
48,604,343.30
Aging Interval: 1096 -1460 days
( 07/01/2018 - 06/3012019 )
18 Ma1uritiH
0 Payments
37,315,000.00
16.30".4
37,338,903.80
3~,428,953A5
U Maturities
0 Paym11nta
29,000,000.00
12.67%
29,028,800.00
29,038,853.00
93 lnvnbnents
0 Pmyments
100.00
229,172,494.75
229,149,234..00
Aging Interval: 1461 days and aftar ( 07/0112019 -
)
Total for
Data Updaled: SET_AGE: 0712112015 08:15
R\J'l Date: 07121/2015 • oe: 15
Portfolio CTI
NLI CP
AG (P~_AG) 7.2.0
R!porl Ver. 7.3.2
(805)449-2200
Aging Report by Maturity Date
$60,000,000
I
21.80%
$50,000,000
-
$40,000,000
21.23%
-- . -
16.81%
16.30%
11.19%
$30,000,000
12.67%
$20,000,000
$10,000,000 _..
m
$0
';)~Olo"i
~~O·
•r\X\\~-J~
'0\0lo)
99010"1
~~O·
~~"~
L \
ryle(f'<\"!J
'(0~
()~()'~
~~'\-
~~O ·
'-(e~t'=' ~-J~
\ :i.
'{e'3tr:,
'2-, ~
~"~
'0\0 lo'I
u\olo)
~~'\-
~~\·
1~'-l~
--.( 0'<>~'=' ~
'?>'b.:
'-( e'3t<:>
~-J~
fl.: Jc
Portfolio CTI
CP
Run: 07/21/2015 08:15
PAG Agprds
Finance
Department
John F. Adams
Treasurer
Investments
Money Market Funds
stale Local Agency lnveslmenl Fund
Investments
(805)449-2200
Bond Investment Report
Portfolio Summary
June 30, 2015
Par
Marbt
Book
%of
Value
Value
Value
Porffolio
Term
Days to
Matunty
365 E.qulY.
YTM
10,982.54
10,98254
10,982.54
1
0.004
15,317,535.80
15.317,535 80
0.06
81.80
1
15,317,535.60
1
1
3,395,000.00
3,394,769.14
3,397,017.75
18.14
623
359
0.299
0.340
18,723,518.34
18,723,287.48
18,725,536.09
100.00%
114
66
0.306
- -·
Total Earnings
Cu11ent Year
4,839.80
Fiscal Year To Date
49,467.33
Fiscal Year Ending
49,467.33
Investments have been made in compliance w ith State Laws governing the investment of City funds and in accordance w ith the City's Investment Policy. Par value is the value of the investment at
maturity and market value is the value provided by Interactive Data Service, Inc. for: Federal Agency Coupon and Discount Securities, Treasury Coupon and Discount Securities, Municipal Bonds,
Bankers' Acceptances, and Discounted Commercia l Paper as of the date of this report. The Collateralized Certificates of Deposit are non-negotiable and therefore both the par value and the market value
are the value of the investment at maturity. T he market values of the State Local Investment Agency, Money Market Funds, and the Ventura County Treasury Pool are based on their monthly statements.
The Yield to Maturity reported for Federal Agerycy Callable Step-Up Coupon Securities is based on the ac1ual coupon(s) as securities may be called prior to all coupon increases.
Based on analysis of cash receipts, expenditures, and daily cash flows, ii is projected that revenues and Investment riquidity are sufficient to meet expenditure requirements for the next six months.
~L
u
Reporti ng period 06/01/2015-06/30/2015
Data Updated: SET_005: 07/1412015 07:35
Run oate: 07/14/2015 . 07:35
1 J2i) 1~
Portfolio CTI
NL! CP
1>1.1 {PRF_1>1.11) 7 2 0
Report Ver 7 3 2
Paga 1
June 30, 2015
Purchaee
CUSIP
Investment#
Stated
Date
Par Value
Market Value
Book Value
07/0112014
07/01/2014
621.53
952.08
712.82
5,370.82
2,405.49
919.80
621.53
952.08
712.82
5,370.82
2,405.49
919.80
621 .53
952.08
712.92
5,370.82
2,405.49
919.80
10,982.54
10,982.64
10,982.54
2,606,059.35
1,244,553.32
2,606,059.35
1,244,553.32
7,049,343.33
1, 166,000.00
2,606,059.35
1,244,553.32
7,049,343.33
1, 166,000.00
1,997.775.62
1,253,804.18
1,997.775.62
1.253,804.18
16,317,535.llO
15,317,535..80
15,317,535.80
3,395,00-0.00
3,394,769.14
3,397,017.75
Subtotal and Avenge
3,395,000.00
3,394,769.14
3,397,017.75
Total and Average
18,723,516.34
18,723,287.48
18,725,538.09
laauer
Rate
sap
0.005
0.005
0.005
AAA
AAA
AAA
AAA
AAA
AAA
YTlt Days to Maturity
365 Maturity
Date
Money Market Funds
31B46V302
31846V302
38141W232
00764F367
00784F367
00764F367
50694-B03WWR
50695-B07PFR
50741-MR07JM
50306-B02NRC
50307-B02NRP
508Z7.SD4TBA
First American Treesury Oblga
Fl rst American Treasury Obliga
Goldman Sachs Funds
Milestone Treasury Obligation
Milestone Treasury OblgaHon
0.000
0.000
0.000
0.005
0.005
0.005
-----O.Ofl.4
SYS50445-BD2NRC
SYS50446-BD2NRP
50445-BD2NRC
50446-B02NRP
SYS50501-BD4T8A
SYS5063(}.807PFR
SYS50752-MR07JM
50794-BOSWWR
5G501-B04T8A
5063(}.807PFR
Locel Agency Investment Fund
Local Agency lrweslment Fund
7,049.343.33
1, 166,000.00
1,997,ns.s2
1,253,804.18
Local Agency Investment F1111d
50752-MR07JM
LDcal Agency Investment Fund
50794-803~ local Ai;cncy Investment Fund
Subtotal and Averaga
0.299
0.299
0.299
0.299
0.299
0.299
0.299
0.299
0.299
0.299
0.299
0.299
-----0.299
Federal Agency Coupon Sacurltias
3133834R9
50838-804TBA
Data Updated: SET_005: 07/1412015 07:35
Rl.lflt>ale: 07/1'4/2015-07:35
10/1012014
0.375
AA• 0.340
359 00/241.2016
--------0.340
359
0.306
66
Portfolio CTI
NL!CP
PM (PRF_F'M2) 72.0
Report Ver. 7.3.2
Activity By Type
Page1
June 1, 2015 through June 30, 2015
CUSIP
Investment#
Beginning
Statl!d
Bai.nee
Rate
lasuer
Transaction
Date
Purohasea
orDepoaits
Redemptions
or Withdrawals
0.05
0.02
0,01
Ending
Balance
Money Market Funds (Monthly Summary)
38141W232
00764F367
00764F367
00764F367
50741-MRO?JM
50306-BD2NRC
50307-BD2NRP
50827-BD4TBA
Goldman Sachs Funds
0.005
0.005
0.005
Milestone Trees111y Obligation
Subtotal
20,207.59
65,365.67
0.00
0.00
0.00
74,590.80
65,315.75
74,590.80
0.00
-1,828.34
59,000.00
-1,828.34
59,000.00
10,982.54
State Local Agency Investment Fund (Monttlly Summary)
SYS5-0501-804TBA
50794-803WWR
50501-BD4TBA
50794-BOJVMR Local Age110y Investment Fund
Subtotal
15,378,364..14
Subtotal
3,397,017.75
Tot:.il
18,795,5611.48
0.299
0.299
0.00
15,317,535.80
3,397,017.75
63,537..41
133,590.80
18,725,536.09
Portfolio CTI
Data Updated: SET_005: 07/1412015 07:35
RlM"I Osle: 07N 4J201S - 07:3S
NLICP
PM (PRF_PM3) 7.2.0
Repcr1 Ver. 7.3.2
Finance
Department
(805)449-2200
Summary by Type
June 30, 2015
John F. Adems
Treasurer
Number of
lnvestment8
Par
Value
Book Value
% of
Portfolio
Money Market Funds
6
10,982.54
10 ,982.54
0.06
0.004
Stele l ocal Agency Investment Fund
6
15,317,535.80
15,317,535-80
81.80
0.299
3 ,395,000.00
3.397,017.75
18.14
0.340
359
18,723,518.:W
18,725,536.09
100.00
0.306
66
Seourlty Type
Total and Average
13
Average Average Daya
YTM 365
to Maturity
Portfolio CTI
Data Updated: SET_OOS: 0711412015 07:35
Run Date: 07114/2015. 07:35
NL!CP
ST (PRF_ST) 7.2.0
Repcrt Ver. 7.3.2
Portfolio Summary
(805)449-2200
0%
• Money Market Funds
• State local Agency Investment Fund
Portfolio CTI
CP
Run: 07/14/2015 07:35
PPM Bktypep
Finance
Department
John F. Adsms
Treasurer
Days to
YTM
Tenn
Maturity
365 Equiv.
94.29
1
1
0.000
5.71
1
1
0.000
100.00%
1
1
0.000
Par
Market
Book
Value
Value
% of
Portfolio
6,545,730.35
6, 545,730 35
6,545,730.35
396,358.92
396,358.92
396,358 92
6,942,089.27
6,942,089.27
6,942,089.27
Mon ey Market Funds
Passbool</Checking Accounts
Total Earnings
(805)449-2200
Value
Investments
Investments
City of Thousand Oa"s
2100 Thousand Oaks BIVd.
Successor Agency Redevelopment Funds
Portfolio Summary
June 30, 2015
Fiscal Year To Date
1.22
4.144.93
Current Year
-
Fiscal Year Ending
4,144.93
Investments have been made ln compliance with State laws governing the investment of City funds and ln accordance with the City's Investment Policy. Par value is the value of the investment at
maturity and market value Is the value provided by Interactive Data Service, Inc. for: Federal Agency Coupon and Discount Securities, Treasury Coupon and Discount Securities, Municipal Bonds,
Bankers' Acceptances, and Discounted Commercial Paper as of the date of this report . The Collateralized Certificates of Deposit are non-negotiable and therefore both the par value and the market value
are the value of the Investment at m aturity. The market values of the State Local Investment Agency, Money Market Funds, and the Ventura County Treasury Pool are based on their monthly statements.
The Yield to Maturity reported for Federal Agency Callable Step-Up Coupon Securitles Is based on the actual coupon(s) as securities may be called prior to all coupon increases.
Based on analysis of cash receipts, expenditures, and daily cash flows, it is projected that revenues and investment liquidity are sufficient to meet expenditure requirements for the next six m onths.
~.uvu ~ U'~
JOHNy . ADAMS. TREASURER
Reporting period 06{{)1/2015-06/30/2015
Data Updated: SET_RDA: 07/14/2015 07:37
Run Dale: 07114/201&- 07:38
l/2-t /1 5
Portfolio CTI
NL! CP
PM (PRF_F'M1) 7.2 0
Report Ver. 7 3 2
Portfolio Details • Investments
June 30, 2015
Page 1
Pun;hue
CUSIP
Issuer
lnv•tmont#
stated
61.P
YTM Daysto
365 Maturity
Dat9
ParValus
Market Value
Book Value
07/01/2014
07/0112014
07/0112014
675,000.00
785,000.00
2,980,000.00
675,000.00
785,000.00
2,980,000.00
AAA
AAA
AAA
0.000
0.000
0.000
07/0112014
01/0912015
01/0912015
01/09/2015
01/0912015
785,000.00
111.975.00
172,534.38
488,171 .25
168,656.75
293,475.00
85,915.97
785,000.00
111,975.00
172.534.38
488,171.25
166,658.75
293,475.00
85,915.97
675,000.00
785,000.00
2,9S0.000.00
785,000.00
AAA
111,975.00
172,534.38
AAA
AAA
488,171.25
168,858.75
AAA
0.000
0.000
0.000
0.000
0.000
0.005
0.005
e ,s.cs,730.35
6,S.CS,730.35
6,5'5,730..SS
Rate
Mall.trity
Date
Money Market Funds
31848V302
31846V302
31846V302
50787-BDSHAP
50789-BOOHBP
50791-BD4TAP
31846V302
31846V302
31846V302
31846V302
31846V302
00764F387
50793-BD4TBP
50842-BD3HAI
50843-BD3HBI
50844-BD4TAI
50845-BD4TBI
50826-B02NRR
50846-BD2NRI
007S4F367
Find American Treasury Obliga
Fl rst Amelican Treasury Oblige
First American Treesu ry Obiga
First American Treasury Obfiga
First American Treasury Obliga
Flrst American Treasury Obliga
First American Treasury Obllga
Milestone Treasury Obliga1ion
01/0912015
SubtotBJ and Average
293,475.00
85,915.97
0.005
0.005
AM
AAA
AAA
--------1
0.000
Passbook/Checking Accounts
SY$50709
50709-ROA
Wells Fargo Bar*, NA.
Data Updated: SET_RDA: 0711412015 07:37
Run Date: Cl7!1.v.201S • 07:36
396,358.92
396,358.92
396,358.92
Subtota.l 1nd Ave.rag•
07/01/201-4
396,3511.92
396,358.92
396,358.92
Total and Average
6,1142,089.27
6,942,089.27
8,942,089.27
0.000
--------0.000
1
0.000
Portfolio CTI
NL! CP
PM (PRF_PM2) 7.2.0
Rejxlrt Ver. 7.3.2
Page1
Activity By Type
June . 1, 2015 through June 30, 2015
Beginning
CUSIP
lnv•tment I
IMU81'
Balance
Stated
Rde
Tninain;tion
Date
Pun:hases
or Deposits
Redemptions
or Wlthdrawalli
337,500.00
392,500.00
1,490,000.00
392,500.00
111,975.00
172,534,38
488,171.25
168,658.75
1.25
85,904.08
0.00
0.00
0.00
0.00
111,975.00
172.534.38
488,171.25
168,658.75
1.25
0.00
3,639,744.69
941,340.63
86,114.88
0.00
88,114.88
0.00
Ending
Bala nce
Money Market Fund& (Monthly Summary)
31846V302
31846V302
31846V302
31846V302
31846V302
31846'1302
31846V302
31846V302
00764f367
00784F367
50787-BOOHAP
50789-BOOHBP
50791-BD4TAP
50793-BD4TBP
50842-BD3HAI
50843-BOJHBI
50844-804TAI
50845-804TBI
50828-BD2NRR
50&18-BD2NRI
Flrst American Treasury Obliga
First American T reesury Oblfga
First American Treesu ry Oblga
R191 American Treasury Obiga
Fi rat American Treasury ObTtga
First Americen Treasury Oblige
First Amerieen Treasury ObliiJB
Mileston& Treasury Obllgatlon
Milestone Treasury O~getlon
Subtotal
0.005
0.005
3,1147,326.29
6,545,730.35
Passbook/Checking Accounts (Monthly Summary)
SYS50709
50709-ROI\
Wells Fargo Benk, N.A.
Subtotal
------310,244.04
396,368.92
State Local Agency Investment Fund (Monthly Summary)
Subtotal
0.00
Total
4,157,670.33
Data Updated: SET_RDA: 0711412015 07:37
Run Date: 07/14/2015 · 07:36
0.00
3,725,859.57
941,340.63
6,942,089.27
Portfolio CTI
NllCP
PM (PRF_F'M3) 7.2.0
Report Ver. 7.3.2
Finance
Department
John F. Adems
li'easurer
lnveefmenta
Pu
Value
Book Value
% of
Poltfollo
YTM 365
10
8,545,730.35
8,545,730.35
94.29
0.000
396,358.92
396,358.92
5.71
0.000
6,942,089.27
6,942,089.27
100.00
0.000
Number of
Security Type
CHy of Thousand Oaks
(805)449-2200
Summary by Type
June 30, 2015
Money Market Funds
Paasbook/Checki ng Accou n!s
Total and Average
11
Average Average Daya
to Maturity
Portfolio CTI
Data Updated: SET_RDA: 07/1412015 07:37
Run Date: 07114/2015 - 07:38
NLICP
ST (PRF_ST) 7.2.0
Repcrt Vw. 7.32
Portfolio Summary
(805)449-2200
• Money Market Funds
• Passbook/Checking Accounts
Run: 07/14/2015 07:38
Portfolio CTI
CP
PPM Bktypep
C itv Clerk
I
21 no 'J'housanJ Oaks Houlcrnnl · Thou~nri<l Oa k~. Ci\ 9 D <1~
Plwnc 805/449.21.'\1 •Fax Hfl5/449.2150 · www.toab.org
Linda D. Lawrence
City Clerk
LOCAL APPOINTMENTS
BOARDS, COMMITTEES, COMMISSIONS
July 2015 MADDY ACT LIST
fhdmteAft~
CITY COUNCIL APPOINTED CITIZEN COMMITTEES
1. BUSINESS ROUNDTABLE
Membership:
11 members consisting of:
10 At-Large
• 1 Greater Conejo Valley Chamber of Commerce
representative
Term:
2 years , rotating (Greater Conejo Valley Chamber of Commerce
member has no term limit)
Advisory body to City Council relative to loca l business
Purpose:
community; review/advise Council of local business issues; goals
presented annually to Council for input/approval; submit annual
reports on committee activities
Qualifications:
City Resident, City business owner, or employee of City business
with experience in business operations and/or management
1
Yes
C~l Filin9 reguired:
Members
I
,
I
I Date Aooointed I Date Term Expires
Name •. 111
1. Ping Fang
4/14
4/16
4/16
2. Larry Horner
4/14
3. Joshua Saltee
4/14
4/16
4. Tammie Helmuth
4/14
4/16
4/16
5. Denis W ilson
4/14
4/17
6. Aaron Kitzman
5/15
4/17
7. Carol "C.J." Keavney
5/15
Robin
Campbell
5115
4/17
8.
5/15
4/ 17
9. Michael Schiff
10, Madeline Serrano Sattler
4/17
5/15
11 , Adam Haverstock
1/1 4
N/A
•
Chamber Re resentative
1COI
=Conflict of Interest: Boards, Commissions, and Committees designated in the City's
Designated Filer Resolution or by Government Code are required to file Statements of Economic
Interests in accordance w ith Fair Political Practices Commission regulations.
COUNC
DATE'l
July 2015 Maddy Act List
Page 2
2. COMMUNITY FUNDING REVIEW COMMITTEE
Membership:
7 members
2 ~ears, rotating
To advise City Council on funding allocations for Sports Facilities
Endowment Fund and Communitv Enhancement Prooram
Qualifications:
City Residency:
COi 1 Filing required:
-, No
Members
· Name
Date Term Expires
Date A'nnointed
7/15*
1. Nick Bandejas
9/13
7/15*
9/13
2. Clvde Dohenev
7/15*
3. Vacant
9/13
7/15*
4. Margaret Ambrose
9/14
9/14
7/16
5. Britta Halfen
6_ Joseph McNicholas
9/14
7/16
9/14
7/16*
7. Vacant
.,. Recruitment closed; appointments tentatively scheduled for 9/1/1 5.
Term:
Purpose:
3. COUNCIL ON AGING
I
Membership:
9 members
Term :
Purpose:
Qualifications:
2 years. rotating
Make recommendations to City Council on matters of concern to
seniors
Cit]'. Residenc~; must be 55 years of age or older
No
Members
1.
2.
3.
4.
5.
6.
7.
8.
9.
Name
Martin Schentes
Roberta Kopacz
Nick Fotheringham
Donna O'Connor
Ronald Haqe
Karen Gorback
Loretta Allen
Nanc}:'. Heale}:'.
Harry Norkin
Date Annointed
7/14
7/14
7/14
7/14
7/14
6/15
6/15
6/15
6/15
Date Term Expires :
7/ 16
7/16
7/16
7/16
7/16
7/17
7/17
7/17
7/17
Page 3
4. C ULTURAL AFFAIRS COMMISSION
Membershie:
11 members
Term :
3 years; 8 members active in performing arts, visual arts and/or
philanthropy for the arts appointed by City Council; 2 members
nominated by Alliance for the Arts and confirmed by City Council ;
1 member nominated by Friends of the Civic Arts Plaza and
confirmed by City Council
Purpose:
To serve as an advisory body to City Council on matters
pertaining to the arts and cultural development with priority focus
on Thousand Oaks Performing Arts Center's Fred Kavli Theatre
and Scherr Forum Theatre; Review Community Event
Endowment fund (CEEF) grants for fundinQ
Qualifications~
At least 18 years of age; citizen of U .S .; Majority of members must
reside within Thousand Oaks City limits
Yes
COi 1 Filinq reguired:
•
Members
Name
1.
.
John Bradley (f\lliance Re[!_resentative)
2. David Mead
3. Robert Biery
4. Stephanie Wilson
5. Eloise Cohen (Alliance Representative)
6. R. Scott Horn
7. Jerry Miller
8. Cathryn T. Croan
9. Christina Duffy
10. Lily Lee (Friends Representativel
11. Judy Linton
Date Aooointed
Date Term Expires
12/12
12/12
12/ 12
12/12
12/13
2/ 15
12/13
12/13
12/14
12/14
12/14
11/15
11 /15
11/15
11/16
11/16
11/16
11116
11/17
11/17
11/17
11 /15
Page4
5. DISABLED ACCESS APPEALS AND ADVISORY BOARD
Membership:
5 members
Term:
Purpose:
2 years, rotating
Act in advisory capacity relative to measures and methods utilized
to promote disabled accessibility in City
Qualifications:
City Residency; 2 members physically disabled (movement
impaired);
2 members experienced in construction , and 1 member selected
from general public
COi 1 Filing reguired :
Yes
Ethics Training required:
Yes
ill;
Members
Date Term Expires
Name
Date Aooo·1nted
1.
2/16
Robert Fullerton (Construction)
3/14
2.
Gerald Nehrino (Construction)
3/14
2/16
3.
Ryan Rose (Public Member)
2/16
7/15
2/17
4.
Danielle Anderson (Disabled/ Movement
2115
Impaired)
5.
Kevin Sterling (Disabled/Movement
4/15
2/17
Impaired)
Page 5
6. INVESTMENT REVIEW COMMITTEE
Membership:
5 members
Term:
Purpose:
2 years, rotatina
Review quarterly Investment Reports and annual review of
Investment Policy for any changes
City Residency; must be qualified professional with background in
the field of Finance/Investments
Yes
Members
,!; 11d
Date Term Expires
Date Aooointed
7/1 4
7/16
7/16
7/14
6/15
7/17
6/1 5
7/17
7/17
6/15
Qualifications:
COi
1
FilinQ required:
.:
1.
2.
3.
4.
5.
Name
William Berlin er
James Hoagland
Richard Law
John Short Ill
Cody Sorenson
m.
7. PLANNING COMMISSION
Membership:
5 members
Tenn:
Purpose:
4 years, concurrent with nominating Councilmember
To perform duties and functions set forth in Pla nning Zoning Law
(Government Code 65100-65906) and Municipal Code Title 9
zoning regulations and other duties as may be delegated by City
Council
Qualifications:
City Residency
COi 1 Filing reguired:
Yes
Ethics Training required:
Yes
Members
Date Term Exoires
Name
Date AP-pointed
1.
**Daniel Roundtree
12/16
2/13
Councilmember Irwin Nominee
2.
Douglas Nickles
2/13
12/16
Councilmember Adam Nominee
3.
Peter Turpel
12/18
2/15
Councilmember Price Nominee
4.
Daryl Reynolds
12/18
2/15
Councilmember Fox Nominee
12/18
5.
David Newman
2/15
Councilmember Bill-de la-Peria Nominee
••Jacqui Irwin resigned from City Council effective 11/26/14; appointee to serve until new
Councilmember McCoy recommends appointment. Recruitment currently in progress; tentative
appointment scheduled for 9/1/15.
--
Page 6
8. RENT AD<lUSTMENT COMMISSION
Membership:
5 members; 3 alternates
Term :
Term shall be for the period of time from appointment to the time
that code section is no lon_ger in effect
Implement provisions of Thousand Oaks Rent Stabilization
Ordinance 1254-NS. Empowered to issue orders and promulgate
policies, rules and regulations pursuant to Chapter 25
Mobilehome Rent Stabilization
City Residency required for tenant and at-large members; 5
members - 1 landlord, 1 tenant, 3 At-Large (neither landlords nor
tenants); 3 alternates may be appointed and comprised of 1
landlord. 1 tenant and 1 At-Large
Yes
I
Members
Purpose:
Qualifications:
COi
1
FilinQ required;
I
'
I
Name
Dale Aooointed
1.
Brenda Mohr Feldman, Tenant
7/10
2.
3.
Mike Silacci. At-Larg_e Reeresentative
Maxwell Sheldon, At-Large
'
Date Tenn Exp/res
Reoresentative
7/10
7/10
Reoresentative
4.
Lloyd Wertheimer, At-Large
7/10
Representative
5.
6.
7.
8.
Catherine Schutz (Alternate At-Lame)
Vacant (Alternate Landlord)
Vacant (Alternate Tenant)
Vacant, Landlord Representative
7/10
When Municipal Code
Section 5-25.03 is no
longer in effect
Page 7
9. TRAFFIC AND TRANSPORTATION ADVISORY COMMISSION
Membership:
5 members
Term:
Purpose:
4 ~ears 1 concurrent with nominating Councilmember
Review traffic issues, identify traffic problems and needs of
residents, develop and recommend solutions to local and regional
transportation needs
City Residency
Yes
Qualifications:
Members
Name
1.
2.
3.
4.
5.
*"Susan Engler
Councilmember Irwin Nominee
Michael Reider
Councilmember Adam Nominee
Sharon McMahon
Councilmember Fox Nominee
Andrew Pletcher
Councilmember Price Nominee
Angie Simpson
Councilmember Bill-de la-Pel1a Nominee
Date ADDOinted
Date Term Expires
1/13
12/16
1113
12/16
4/15
12/18
4/15
12/18
4/15
12/18
**Jacqui Irwin resigned from City Council effective 11/26/14; appointee to serve until new
Councilmember McCoy recommends appointment. Recruitment currently in progress; tentative
appointment scheduled for 9/1115.
Page 8
.
I
10. YOUTH COMMISSION
Membership:
15 members consisting of:
• 13 Youth members
• 1 Adult advisory member representing Conejo Youth
Employment Service
• 1 Adult advisory member representing Conejo Recreation
and Park District
Term :
2 years , rotating (High School Seniors appointed for 1 year if
already served a minimum one year) ;
Adult Advisor members have no term limits
Advisory body to City Council on matters dealing with youth
Pu q~ ose;
Qualifications:
City Residency. ages 12 to 18 to apply and ages 13~ 19 during
term of service
-1
COi Filing reguired:
No
'
Members
Name
1.
GeorQe McGuioan
Hannah Cutler Dye
3.
Jordane Schoole::t
4.
Keara Bird
5.
Abby Bryman
6.
Chloe Nash
7.
Maxwell Walshaw
8.
Julianna Emanuel
9.
Hannah Gross
10. Douglas Shao
11. Melissa Kern
12. Peyton Tovey
13. Tian Ye
14. Leanne Lusk Petras
Conejo Youth Employment Services
15. Dan Nalbandian
Coneio Recreation and Park District
*Senior at time of appointment; 1 year appointment
2.
-
;
Date Aovot"nted
7/15
7/14
7/14
7/14
7/14
7/14
7/14
7/15
7/15
7/15
7/15
7/15
7/15
N/A
NIA
-
Date Term. -Expires
7/1 6*
7/16
7/16
7/16
7/16
7/16
7/16
7/17
7/17
7/17
7/ 17
7/17
7/17
NIA
N/A
Page 9
11, SOCIAL SERVICES AD HOC COMMITIEt
Membership:
9 members
Term:
Purpose:
Exeires when scoee of eureose is comeleted
Appointed on biennial basis to review applications, evaluate
priority projects and provide recommendations to City Council for
two-year funding cycle of Community Development Block Grant
and Social Service Endowment Funds
City Residency (Director/Board Member/Officer of non-profit
charitable organization requesting Community Development Block
Grant (CDBG) and/or Social Service Endowment Funds (SSEF)
ineligible to aoolv)
No
Members
'
Qualifications:
Name
1.
2015 Recruitment currentll in oroaress
2.
3.
4.
5.
6.
7.
8.
9.
*Appointments tentatively scheduled for 10/6/15.
Date Annointecf
Date Term Expires
One year from
appointment or when
scope of purpose is
completed. Last
Appointment 10/13.
Grants awarded 5/14.
Recruitment for new
members biennially in
June of odd
numbered vears
Page 10
12. AREA HOUSING AUTHORITY
Membership:
3 members representing City of Thousand Oaks consisting of:
• 2 City Council Appointed
1 At-Large Tenant Representative (Confirmed by City
Council)
•
(Total AHA membership is 15; 14 members appointed by and
representing cities of Camarillo, Fillmore, Moorpark, Ojai, Simi
Valley, Thousand Oaks and County of Ventura-2 representatives
each and 1 At-Lan:1e tenant re12resentative}
4 years (City Council appointees); 2 years (Tenant
Representative)
To represent City Council per Joint Powers Agreement whereby
Area Housing Authority serves as the City's public housing
agency to provide housing opportunities for low income families,
counseling information and fair housing
Term:
Purpose:
Qualifications:
COi 1 Filina re·quired:
•'
'!1 1Name
1.
Gilbert Bell
Cit1'. Residenci'. for Citi'. Council a1212ointee~---·--- ·--- --·--·------ .
Yes (Area Housing Authority Office of Record)
Members
Date Term Expires
Date.Aooointed
6/14
6/16
Tenant (Resident) Representative
aooointed by Area Housing Authoritv
2.
Charles Lech
Mark Lunn
3.
3/1 g
4/15
4/15
3/19
13. SANTA MONICA MOUNTAINS CONSERV.ANCY ADVISORY COMMITTEE
{SMMCAC}
Membership:
I
•
1 member
-Term:
Purpose:
Qualifications:
Name
-
11 Janet Wall
2 :tears
Advisory Committee to Santa Monica Mountains Conservancy
Board assisting local agencies in implementing Santa Monica
Mountains Plan where regulation is not practicable and
Federal/State Park acquisition is not a P-ropriate
City Residency
Yes (SMMCAC Office of Record}
Members
l Date Aooointed I Date Term Expires
I
9/14
I
9/16
Page 11
14. VENTURA COUNTY AIR POLLUTION CONTROL DISTRICT ADVISORY
COMMITTEE (VCAPCDAC)
Membership:
1 member
Term:
Purpose:
Qualifications:
COi 1 Filino required:
Ethics Traininq required:
4 years
Advisory body to Ventura County Air Pollution Control District for
purposes of reviewing proposed rules prior to APCD Board
holdinq Public Hearinqs· other air related issues
Cit:t Residenc:t
Yes (APCD Office of Record)
Yes
111
..Members
I l·:I
lfl
Date AoooiRted I Date Te rm Expires
2/15
1/19
I
I
~
.
1.
Name
I lftekhar Ali
.
15. VENTURA COUNTY CITIZENS TRANSPORTATION ADVISORY GOMMITIEE
Membership:
3 members representing City of Thousand Oaks consisting of:
• 2 City representatives
• 1 Alternate reeresentative
Term:
Staggered terms for appointments in December 2013; One initial
3 year term; One 2 vear term; One (alternate) 2 year term
Purpose:
Advisory body to Ventura County Transportation Commission;
provides recommendations regarding transportation planning and
identification of unmet transit needs
Qua lifications:
City Residency
COi 1 Filing required :
No
Members
Name
Date Term Expires
Date Aooointed
1.
Steven G. Bonthius
12/13
12/15
Nanette Metz (Alternate)
2.
11/14
12/15
3.
James J. Coniglio
12/13
12/16
.
Page 12
CITY COUNCIL APPOINTED CITIZEN COMMrTTEES
16. CONEJO OPEN SPACE CONSERVATION AGENCY (COSCA)*
Membership:
1 public member serving on COSCA Board of Directors
Term:
Purpose:
...1.Y.ears
To develop jurisdictional land management framework for
conservation of natural open space land areas; assure
coordination of local land use and resource management
decisions relating to open space and land areas; and function as
entity to focus community resources towards achievement of
adopted general plan goals pertaining to open space and natural
resources
Must be a resident within the City Limits or the Conejo Recreation
and Park District boundar~
Qualifications:
COi
1
Yes
Fillnci reauired:
Members
I
'II!!!
Date Aooointed I Date Term Expires
5/15**
9/95
I
"Joint Powers Agreement between City of Thousand Oaks and Conejo Recreation and Park District.
Name
1.
I Rorie Skei
I
I
... Recruitment completed; appointment tentatively scheduled for COSCA Board of Directors meeting
scheduled for 9/9/15.
17. CONEJO OPEN SPACE TRAILS ADVISORY COMMITTEE (COSTAC)
Membership:
Term:
11 members; up to 4 alternate members
3 years, rotating (regular member); 1 year {alternate member)
A2~ointments made b~ COSCA Board of Directors
Purpose:
Qua Iifications:
COi
1
Filinq required:
The Committee will act in an advisory capacity to the COSCA
Boa rd of Directors, reviewing issues & making recommendations
reg arding the design, implementation , construction , maintenance
and regulations of the oeen s12ace trail system
Residency within the City Limits or the Conejo Recreation and
Park District boundar}'.'. is not reguired
No
Members
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11 .
Name
Ginny Bowers
Jack Dwyer
Vacant
Steve Bacharach
Mark Langton
Anna-Maria Huber
Ra ~mond Moccia
Craig Pere ~
Richard Koepel
Vacant
Kent Kora l
William Miller (Alternate)
I
Date Aooofnted
12/14
12/14
12/14
12/14
6/13
6/13
6/13
6/13
7/12
7/12
Date Term Expires
5/17
5/17
5/17"'
5/17
5/16
5/ 16
5/16
5/16
5/15*
5/15"'
5/15*
5/ 15*
12/14
12.
12/14
" Recruitment completed; appointments tentatively scheduled for next COSCA meeting - 9/9/15.
Page 13
18. THOUSAND OAKS PLAN TO ASSIST SCHOOL SITES (TOPAS_SJ'
•
Membership:
1 public member of the Board of Directors and 1 alternate
member
Term:
2 years
Purpos~
To assist the School District In raising financing and with use of
earnings on endowment fund set up to aid in the construction of
capital improvements to deslQnated schools
Qualificatlons:
Residency within the Conejo Valley Unified School District
COi 1 Fiiing required:
No
Members
Mame
1.
2.
,...
,,,,,
,,,
@.ate Aoooltitea
Date ~illelim i'E!Xolres1
5/14
5/16
5/16
I Jim Bruno - Publlc Member
I Nick Ekbal Quidwai - Alternate
5/14
This list is prepared to assist the general public in determining upcoming
vacancies. List indicates latest appointment or reappointment date. For
research on individual members' history on a committee, including past
appointments, please contact the City Clerk Department, (805) 449-2151.
Posted: July 30, 2015
H:\COMMON\Commltteee\Maddy Act\July 2015 Maddy Act Llst.docx
Finance Depart ment
AGENDA
2100 Thou~and Oak~ Floulevocd • Thom,.n<l Oaks, CA 91362
Phone 805/449.2200 • F~x 805/449.2250 • \V\Vw.wahotg
Investment Review Committee
Tuesday, August 11, 2015, 4:00 p.m.
Acorn Room
1.
Call to Order: 4:00 p.m.
2.
Roll Call:
Sorenson
3.
Public Comments
4.
Summary Notes
John Short, Chair; Bill Berliner, Jim Hoagland, Richard Law, and Cody
A. Summary Notes of May 7, 2015, Meeting - Information Only
5.
Action Items
A .' Quarterly Investment Report for June 30, 2015 - Motion to Approve Report
6.
Discussion/Input
A. Investment Policy First Draft Review - Discussion/Input
7.
Finance Updates: Information Only
•
•
•
•
8.
Investment Review Committee Appointments
Quarterly Investment Review Audits Oct - Dec 2014, Jan - Mar 2015
Quarterly Investment Portfolio Continuing Compliance
Delegation of Authority to Treasurer
Closing Committee Comments
('")
-i
-<
9.
Adjournment - Next Meeting
Attachments:
-,
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A. Summary of Investments
,F. Historical Balance ~};ialYPjs
B. Maturity Listing of Investments
c. Maturity Period Comparison
D. Quarterly Activity Report
E. Historical Monthly Yield to Maturity
G. Investment Ladder
I_;
l.rJ
H. County Pool 04/ 15:._ffleP.Ort r")
l>
I. LAIF Performance ~ep~'ft .-...
Cl)
J . LAIF Maturity Report
5~
t)C
(J)
)..··
Public Documents: Any public documents provided to a majority of the Investment Review Committee regarding any item on this agenda will be made available
for public inspections in the Finance Department at City Hall. 2 100 Thousand Oaks Blvd., during normal business hours.
Americans with Disabilities Act (ADA): In compliance with the ADA, If you need special assistance to participa1e in this meeting or other services in conjunction
wllh this meeting, please contact lhe Finance Department at (805) 449·2221. Upon request lhe agenda and documents in this agenda packet can be made
available in appropriate alternative formats lo persons with a ~Usablllty. Notification at least 40 hours prior to the ·meeting or time when services are needed will
assis t the City stair In assuring that reasonable arrangemenls can be made lo provide accessibility to the meeting or service.
'
! \ ) ( } k. ~
I
,
(
;
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Outside Correspondence
CALIFORNIA DEPARTMENT OF FOOD AND AGRICULTURE
OFFICIAL NOTICE
FOR VENTURA COUNTY
PLEASE READ IMMEDIATELY
NOTICE OF TREATMENT FOR THE ASIAN CITRUS PSYLLID
In 2015, Asian citrus psyllids (ACP), Diaphorina citrl Kuwayama, have been identified from the
cities of Ojai, Oxnard, Simi Valley, Thousand Oaks. Ventura, Moorpark, Santa Paula, Fillmore,
and other surrounding municipalities in Ventura County. These detections indicate that a
breeding population exists in the areas. To control the spread of ACP, the California
Department of Food and Agriculture (CDFA) wilt implement its ACP treatment work plan.
which includes treatment with foliar and soil-applied insecticides.
A Program Environmental Impact Report (PEIR) has been certified which analyzes the ACP
treatment program In accordance with Public Resources Code, Sections 21000 et seq. The
PEIR is available at http://www.cdfa.ca.gov/olantloeir/. The treatment activities described
below will be consistent with the PEIR.
In accordance wfth Integrated pest management principles. the CDFA has evaluated possible
treatment methods and determjned that there are no physical, cultural, or biok>gicaf control
methods available to eliminate the ACP from this area.
The treatment p'an for the ACP Infestation will be implemented within a 400- to 800-meter
radius of each detection site, as follows:
•
Tempo® SC Ultra (cyfluthrin), a contact insecticide for controlling the adults and
nymphs of ACP, will be applied from the ground using hydraulic spray equipment to the
foliage of host plants; and
•
Merit® 2F or CoreTect™ (imidacloprid). a systemic insecticide for controlling the
immature life stages of ACP, wilt be applied to the soif underneath host plants. Merit®
2F Is applied from the ground using hydraulic spray equipment, whereas CoreTect™, if
used in place of Merit® 2F, is applied by inserting the tablets into the ground and
watering the soil beneath the host plants.
Public Notification:
Residents of affected properties may be invited to a public meeting where officials from CDFA,
the Department of Pestictde Regulation, the Office of Environmental Health Hazard
Assessment, and the county agricultural commissioner's office will be available to address
residents' questions and concerns. Residents are notified In writing at least 48 hours in
advance of any treatment in accordance with the Food and Agricutturaf Code, Section 5779
and 5401-5404. Following the treatment, completion notices are left with the residents
detalllng precautions to take and post-harvest intervals applicable to the citrus fruit on the
property. Treatment information is posted at http://cdfa.ca.gov/planl/acp/treatment maps.html.
Press releases, ff Issued, are prepared by the CDFA information officer and the county
agricultural commissioner, in close coordination with the program leader responsible for
treatment. Either the county agricultural commissioner or the public information officer serves
COUNCIL MAIL
DATE J:;i../-/5
as the primary contact to the media.
For any questions related to this program, please contact the COFA toll·free telephone number
at 800-491-1899 tor assistance. This telephone number Is also listed on all treatment notices.
Enclosed are the findings regarding the treatment plan and a map of the treatment areas.
Attachments
NOTICE OF TREATMENT
REGARDING THE ASIAN CITRUS PSYLLID
In 2015. Asian citrus psyllids (ACP), Diaphorina citri Kuwayama, have been identified from the cities
of Ojai, Oxnard, Simi Valley, Thousand Oaks, Ventura, Moorpark, Santa Paula, Fillmore, and other
surrounding municipalities in Ventura County. Based on the survey data, pest biology, information
from California's Huangrongbing Task Force, recommendations provided to me by the California
Department of Food and Agriculture's (CDFA) Primary State Entomologist and Primary State Plant
Pathologist, and experience gained from the United States Department of Agriculture's (USDA)
control efforts in the southeastern United States, I have detennined that an infestation of ACP exists
in the areas.
ACP is an exotic insect that is originally from Asia. It has been introduced into Central and South
America, the Caribbean, and Mexico. In the United States, ACP has been found in Alabama,
Arizona, Florida, Georgia, Hawaii, Louisiana, Mississippi, South Carolina, Texas, and California
(Imperial, Kem, Los Angefes, Orange, Riverside, San Bernardino, San Diego, Santa Barbara,
Tulare, and Ventura counties). ACP feeds on members of the plant family Rutaceae, primarily on
Citrus and Munaya species, but is also known to attack several other genera. The most serious
damage caused by ACP is due to its vectoring the phloem-inhabiting bacteria in the genus
Candidatus Liberibacter, the causal agents of huangfongbing (HLB). HLB is considered one of the
most devastating diseases of citrus in the world. Symptoms of HLB include yellow shoots with
mottling and chlorosis of the leaves, misshapen fruit, fruit that does not fully color, and fruit that has
a very bitter taste making it unfeasible for human consumption. The psyllids cause injury to their
host plants via the withdrawal of large amounts of sap as they feed and via the production of large
amounts of honeydew. which coats the leaves of the tree and encourages the growth of sooty mold,
which blocks sunlight from reaching the leaves.
Under my statutory authority, as Secretary of the CDFA, I have decided. based upon the likely
environmental and economic damage that would be inflicted by this infestation of ACP, that it is
incumbent upon me to address this threat. This pest presents a major threat to citrus grown within
the State. California is the top citrus-producing state in the U.S., with total production valued at over
$1.8 billion. Additionaffy. the establishment of ACP in California would increase the need for
pesticide use by commercial and residential citrus producers, as well as require enforcement of
quarantine restrictions. Recent studies in Florida have shown that the presence of HLB increases
citrus production costs by up to 40 percent and has resulted in a loss of over $7 billion and 6,600
jobs over the last five years. Because HLB has been detected in Mexico, the establishment of ACP
in California will pave the way for HLB to spread. HLB would have severe consequences to both the
citrus industry and to the urban landscape via the decline and the death of citrus trees.
My duty to act, and this decision, is based upon authoritysetforth in Sections 24.5, 401.5, 403, 407,
408, 5401-5405. and 5761-5764 of the Food and Agricultural Code (FAC) authorizing and
mandating the Secretary to: thoroughly investigate the existence of the pest; to determine the
probability that the pest will spread; to adopt regurations (Title 3 of the California Code of
Regulations, Section 3591.21) as are reasonably necessary to carry out the provisions of this code;
to abate the pest within the established treatment areas; and, to prevent further economic damage.
In order to determine the extent of the infestation. and to define an appropriate response areas, an
additional survey took place for several days over nine-square mile areas, centered on the detection
sites. The results of this additional survey indicate that the infestation is sufficiently localized to be
amenable for effective implementation of the CDFA's ACP emergency response strategies, which
include treatment. Emergency action is needed to protect cafifomia from the negative environmental
and economic impact this pest will cause, should it be allowed to remain in these area and spread.
Asian Citrus Psyflid
Notice of Treatment
July 2015
Page2
The enclosed project pran describes the actions to be taken by the CDFA which are necessary to
mitigate the spread of this pest.
This decision, to proceed with a treatment program, is based upon a realistic evaluation that it may
be possible to address the threat posed by ACP using currently available technology in a manner
that is recommended by California's HLB Task Force. Treatment needs and environmental
conditions are outlined in the attached work plan. In making this decision, the CDFA has evaluated
possible treatment methods. In accordance with integrated pest management principles, the
following is a list of the options that I have considered for the treatment of these ACP infestations:
1) mechanical controls; 2) cultural controls; 3) biological controls; and 4) chemical controls.
Based upon input from my professional staff, including memorandums from the Primary State
Entomofogistand Primary State Plant Pathologist, and the input of experts familiar with ACP, I have
concluded that there are no mechanical, cultura I, or biological controls that are effective to treat ACP
that allow the CDFA to meet its statutory obligations. To treat ACP in these areas, I am ordering
ground applications of pesticides be made to all ACP hosts withfn a 400- to 800-meter radius around
the detection sites. A description of the alternative treatment methods considered, and
methodologies chosen, is contained in the attached alternatives analysis.
Sensitive Areas
The treatment areas has been reviewed by consulting the California Department of Fish and
Wildlife's Cslifomia Natural Diversity Database for threatened or endangered spectes. Mitigation
measures will be Implemented as needed. The CDFA also consults with the United States Fish and
Wildlife Service, the National Marine Fisheries Service and the California Department of Fish and
Wildlife when rare and endangered species are located within the treatment areas. The COFA will
not apply pesticides to bodies of water or undeveloped areas of native vegetation. All treatment will
be applied to residential properties, common areas within residential development, non-agricultural
commerciar properties, and right-of-ways.
Treatment Plan
The proposed project areas encompasses those portions of Ventura County which fall within a ninesquare mile area around each property in which ACP has been detected. A map of the detection
sites with the project boundaries and the proposed treatment work plan ls attached. In summary
form, the treatment plan consists of the following elements:
1.
Delimitation. Yellow panel traps may be placed throughout the project areas to delimit the
infestation and to monitorpost-treatmentACP populations. Yellow panel traps are placed at
a density of up to 100 traps in the core square miles and 50 traps per square mile in the
surrounding eight square miles. Additional traps may be added to further delimit the
infestation and to determine the efficacy of treatments. These traps will be serviced on a
regular schedule for a period equal to two years beyond the date of the last ACP detection.
2.
Visual survey and tap sam pHng. All host plants will be inspected at aII tocations where traps
are placed. Host plants at other properties may be surveyed within a 400- to 800-meter
radius around each detection site.
Asian Citrus Psyllid
Notice of Treatment
July 2015
Page 3
3.
Treatment. Properties within 400 to 800 meters of each detection site will be treated
according to the following protocol. Treatments will be repeated, if necessary, as per label
instructions.
a. Tempo® SC Ultra, containing the contact pyrethroid insecticide cyfluthrin, will be applied
by ground-based hydraulic spray equipment to the foliage of host plants for controlling
the adults and nymphs of ACP.
b. Either Merit® 2F or CoreTect™, containing the systemic insecticide imldacloprid, will be
applied to the root zone beneath host plants for controlling developing nymphs and
providing fong term protection against reinfestatlon. Merit® 2F is applied as a soil
drench, whlle CoreTect™ tablets are inserted two to five inches below the son surface.
Pubfic Information
Residents of affected properties are invited to a public meeting where officials from the CDFA, the
California Department of Pesticide Regulation, the Office of Environmental Health Hazard
Assessment, and the county agricultural comm lssioner's office will be present to address residents'
questions and concerns. Residents are notified in writing at least 48 hours in advance of any
treatment in accordance with FAC Section 5779. After treatment, completion notices are left with
the residents detailing precautions to take and post-harvest intervals applicable to the citrus fruit.
Public information concerning the ACP project will consist of press releases to the pubric and direct
notification of project developments to concerned local and State political representatives and
authorities. Press releases are prepared by the CDFA information officer and the county agricultural
commissioner, In close coordination with the project leader responsible for treatment. Either the
county agricultural commissioner or the publfc information officer serves as the primary contact to
the media.
If you have any questions related to this program, please contact Victoria Hornbaker, Program
Manager, at (916) 654-0317.
Karen Ross, Secretary
Attachments
1-r6D - !5
Date
ASIAN CnRUS PSYLUD
OJAI, VENTURA COUNTY
2015
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Of
CALIFORNIA WATER SERVICE
I
Westlake District 2524 Townsgate Road, Suite A, Westl ake Village, CA 91361-2633
Tel: (805) 497-2757
July 20, 2015
REGE1\IED BY ALL
COUtiCIUii£M11£f<S
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Al Adam, Mayor
City of Thousand Oaks, CA 91362
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Dear Mayor Al Adam:
As you know, California Water Service's (Cal Water) rates for water utility service are set by an
independent state agency, the California Public Utilities Commission (Commission). Every three years,
the Commission thoroughly reviews Cal Water's operations to ensure that water rates accurately reflect
the cost of providing residents with safe, reliable water service. This review begins with the mandatory
filing of a General Rate Case (GRC) application with the Commission for each of our service areas. On
July 3, 2015, Cal Water filed a GRC appllcation, which will be thoroughly reviewed by the Commission
before it becomes effective in 2017. This filing is independent of the drought and measures we are
taking to meet mandates set by the State.
The primary drivers of the GRC application are capital improvement projects needed to ensure that we
are able to fulfill our obligation to provide safe water and reliable fire service while continuing to meet
increasingly stringent water quality and environmental regulations. The application also accounts for
higher costs to operate and maintain the water system, including preventative maintenance, materials,
water production, and water testing and treatment.
Some of the improvements to the water system we have proposed include:
•
•
•
•
•
Replace 6,830 feet of aging and high-risk water main
Relocate fire hydrants for city's street widening project
Replace SCADA system server and software to maintain monitoring and control of water system
Install a six-inch reclaimed water line to serve Triunfo Community Park with recycled water and
increase conservation
Install an emergency interconnection with the City of Thousand Oaks pipeline for reliability in an
emergency or natural disaster
If the Commission approves a rate change as proposed in the filing, bills for the typical metered
residential customer in the Westlake District would increase $11.33 per month in 2017, $1.21 per month
in 2018, and $1.32 per month in 2019.
Quality. Service. Vafue.
caIwater.com
CALIFORNIA WATER SERVICE
To mitigate increases needed to upgrade and maintain the water system, we have taken aggressive
steps to control our expenses, including freezing headcount, except where needed for infrastructure
improvements; reducing the costs of employee benefits; using innovative technology to detect - and
repair - leaks on water pipes; and enhancing the competitive bidding process to ensure our customers
are getting the best service at the best price.
We hope that the City will be actively engaged in the GRC process, as it could be instrumental in
influencing the final outcome of the proceedings. We also hope that this GRC presents us with an
opportunity to further strengthen our cooperative relationship, based on sound policy, with the City.
In our ongoing efforts to be as transparent as possible, customers will begin receiving notification of our
application as well as a fact sheet that provides additional details about rates and the GRC process in
their bills in the next few weeks. Customers also will be able to download the fact sheet from our web
site (www.calwater.com) beginning the week of July 13, 2015. We will also be working closely with local
media outlets to help ensure our customers are aware of the GRC application.
During the 18-month review process, the CPUC will solicit input from customers and may hold formal
Public Participation Hearings presided over by an administrative law judge, where customers will be able
to provide their thoughts on the application.
I would be more than happy to meet with you to provide you with additional details about the filing and
answer any questions you may have. Please feel free to call me at (805) 497-2757 so that we can find a
mutually agreeable date and time to meet.
I look forward to hearing from you.
Respectfully,
Quality. Service. Value.
cal water.com
Thank Yous/Personnel Kudos
Pagel of I
Ellen Rosa
M
Thank You!
From:
Nancy Woodard
To:
Stockton, Tracey
Date:
7/30/2015 10:59 AM
Subject: Thank You!
CC:
Boscarino, Jaime; Hurtado, Melissa
Hi Tracey,
I just wanted to say thank you for you r efforts in helping our customer Wanda Borna with a delinquent
tenant problem.
The customer asked to speak with me and wanted to say how happy she was with the help she received
from you. She characterized you as "helpful", "very nice" and "knowledgeable". She was extremely satisfied
with the service she received and wanted me to know.
It's always nice when a customer takes the extra time to acknowledge excellent customer service. Thank You
for representing the City so we ll and making our division look good!
Nancy
:Nancy <B. (Wooaard
::.v~nue&peNisor
1Tl1<>11~
Phone: 805/ 449-2272
Fax: 805/449-2289
7/30/2015
Press Releases/Articles of Interest
PRESS RELEASE
City of
Thousand Oaks
'.HOO Thousn!ld C>nk~ Boulevard• Thousand Oak~. CA 913(12
Phone 1:105/-149.2121 •Pax 805N49.2125 • www.t<'iak8.org
Electronic Vers~on
sent To Med,a u! ~ (
FOR IMMEDIATE RELEASE
July 29, 2015
CONTACT:
Rachel Wagner, 805.449.2117 (w); 805.276.0429 (c)
Andrew Powers, 805.449.2148 (w); 805.407.3586 (c)
Date:Jt...[ rC Approved:.81-
Thousand Oaks Names N ew Library Services Director
From a highly competitive field of national and local candidates, Heather J. Cousin has been selected as the
new Library Services Director for the City of Thousand Oaks. Cousin, a Thousand Oaks resident, brings
over 15 years of experience as a leader in the library profession.
Cousin comes to 1bousand Oaks after holding important posts in Arcadia, Riverside, Rancho Cucamonga,
and Moorpark. Since 2013, she has served as Simi Valley Public Library Director, successfully leading that
organization through a period of tremendous change. Cousin is the recipient of a Eureka Fellowship, one of
the most prestigious public librarian awards in California.
"Heather brings tremendous experience, a genuine desire to serve the public, and a track record of deep
community involvement to the role," said Scott Mitnick, City Manager. ''We are thrilled to have her join our
executive team and we look forward to the Thousand Oaks r,ibrary, under her leadership, continuing to
adapt to our community's needs and provide great programs and services for residents of all ages."
In addition to developing educational outreach programs, Cousin has also been ver;y involved in library
issues at the State level. She has served on the California Library Association's Summer Reading Program
Committee, the State Library's Digital Data Task Force, and she has been responsible for providing career
planning and professional development resources at the Association's annual conference.
"Libraries are amazing institutions. '!bey serve as sources for inspiration, engagement, entertainment and so
much more. They are community centers and the center of our community. With an outstanding staff,
incredible community and a wealth of resources, there is no limit to what we can accomplish in 1housand
Oaks," said Cousin.
Cousin received her Bachelor of Arts from the University of California, Riverside in Political Science, her
teaching credential from the University of California Los Angeles, and Master of Library and Information
Science from San Jose State University.
Heather will begin work in Thousand Oaks on Monday, August 24, 2015.
###
DATE 7
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Newsletters I Periodicals
The Kiplinger Letter
FORECASTS FOR EXECUTIVES AND INVESTORS
1100 13th Street NW, Washington, DC 20005 • kiplinger.com •Vol. 92, No. 30
zuis v'IJJ- 2uQ p ..
l
4. 10
Dear Client:
Washington, July 24, 2015
Though immigration is grabbing headlines
and becoming a key issue in the presidential race ...
And Congress balks at meaningful reforms,
including provisions backed by business interests ...
Firms will benefit from some guiet changes
being put into place by the Obama administration.
ECONOMIC FORECASTS
GDP qrowth
~ 3%·3.5% in second-half '15;
2.5% lor the year
IM- Coming .b~fore President Obama leaves office:
1
Streamlmmg the green card process
for legal immigrants already working in the U.S.
Workers who are cleared to receive green cards
often face lengthy delays before they get them.
Without such authorization, they can't be promoted,
transferred to another position or change jobs,
much to the dismay of the companies they work for.
A new regulation will speed up the authorizations.
•
~
Interest rates
10-year T-notes at 2.5%
by year-end
Inflation
NEW
~ 2% in second·half '15,
from 1.3% in first half
~
Unemptoyment
5.1% by end '15,
from 5.3% now
Crude oil
~ Trading from $55 to $60/bbl.
by Sept.
. ...... ................... , ...... ············· ··
Lengthening the stay for some graduates
Auto sales
so those with degrees in science, tech, engineering
~ Rising to 17.1 million in '16,
or math will be able to work for up to six years
from 16.9 million in '15
after graduation ... a hefty bump from 29 months now.
complet~ ~conomit outlook at
And making it easier to transfer immigrants
l(jpllnger.CtJm/ou~IQoll~
from company jobs abroad to positions in the U.S.
Firms say their costs are rising along with denial rates in the program called L-1 .
Just 6% of proposed transfers were rejected in 2006. In 2013, the rate hit 34%.
Congress will renew a program that gives green cards to wealthy foreigners,
trading them for an investment of at least $500,000 in a firm that adds IO-plus jobs.
But lawmakers won't give employers the immigration help they want most:
A boost in annual H-lB visas for skilled workers, from 85,000 to 300,000.
Businesses say jobs go begging because not enough Americans are trained for them,
and they complain that the low limit stunts growth. H-lBs for fiscal 2016 were gone
within five days of becoming available last April, a pattern that has become common.
Republicans will try to convince voters that illegal immigrants take U.S. jobs.
The number of illegals hovers around 11 ..3 million, down from 12.2 million
in 2007, before the recession. They make up 3% of the population and hold 5% of jobs.
Immigration opponents say many of those jobs are taken from legal U.S. residents.
But some bosses say illegals fill jobs Americans don't want or aren't qualified for ...
seasonal crop-picking work at one end of the scale, advanced tech jobs at the other.
The GOP message will sell ih the primaries. but not in the general election,
when more than 20 million Hispanics will be eligible to vote. To win the White House,
the Republican nominee will need the support of more than 40% of Hispanic voters.
That's a high bar, even without a loud immigration fight in the months to come.
Even if a Republican wins. don't expect to see a mass exodus of illegals.
It would cost about $420 billion to round them up, hold hearings and deport them.
Th& Kipling er l&tte1 (ISSN 1528-7130) Is publlsMd weijklv for $117/0ne year, $199JIWO yeal$, $263/lhraa years
by The Kiplin9llf Washington Edilols. 1100 13Ul St. NW. Suil\I 750. Washington, OC 20005·4364.
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Editor/al Information: Tel., 202-887·6462: 9·mail, lettsrs@~iplinger.oom
111fm Retailers can look forward to a nice boost from back-to-school sales,
~ which will be about 2% stronger this season than they were a year ago.
Shoppers are poised to shell out around $42.5 billion on clothes, electronics, etc ...
sure to be welcome news for retailers, whose year so far has been mostly blah.
Shoes will outperform other categories. Among the hottest-selling brands:
Skechers, Vans, Converse and Steve Madden. Also popular with the younger set:
Shirts, backpacks and toys featuring creatures from the new animated film Minions.
But fall fashions for men and women won't move the needle much.
Accustomed to deep discounts, consumers will forgo full-price merchandise
and wait for sales later in the season. Shoppers will remain in a frugal mode
for the most part ... buying apparel when they need it and not just for fashion's sake.
One bright s pot: "Athleisure wear'' ... comfortable, athletics-inspired clothing
for the gym, the street and even the office ... will keep jumping off the shelves .
i iiji@ijjiij
•••••11•11111•
1111111
Choosin.g a good ~cl:ange-traded ~und is a bit like shopping for blue paint ...
The cho1ces are dizzying. Not only 1s there one for every corner of the market,
but you have to consider whether you want a passively or actively managed ETF
or one that falls somewhere in between. Enter the Kiplinger ETF 20 ... a li:st of favorites
based on our analysis of scores of funds. (Returns and yields are as of June 30.)
Among the 20: Core stock market funds, such as iShares Core S&P 500,
which lets shareholders reinvest dividends. The S&P 500 stock index is synonymous
with the U.S. market and the gauge by which most large-cap managers are judged.
Vanguard Total International Stock, an ETF that includes nearly 5,900 stocks,
has roughly 80% of its assets in developed ma.rkets and the rest in emerging nations.
Dividend stock funds, such as iShares U.S. Preferred Stock.
Preferred securities are stock-bond hybrids that pay dividends and behave like bonds.
Because prices of bonds and bondlike investments move in the opposite direction
from interest rates, rate hikes could hurt. But the fund's 5.5% yield may ease the pain.
Schwab U.S. Dividend Equity, another on the list, start~ with U.S. companies
that have paid dividends for at least 10 years in a row. It then considers such factors
as dividend yield, dividend growth rate and return on equity to make the final cut.
The Schwab U.S. Dividend Equity fund, which yields 2.9%, recently held 104 stocks.
Core bond funds, such as iShares iBonds Mar 2020 Corporate. This ETF
holds intermediate-term corporate debt, which is less sensitive to interest rate hikes
than Treasuries of comparable maturities. The twist is that the ETF holds no bonds
that mature after March 31, 2020. The fund will close at that time and return
all of the r-emaining assets to the shareholders. The ·current yield i~1 2.. 3%'. ··
Opportunistic-stock funds. The recent rise in long-term interest rates
and the possibility of more hikes could help banks, which can charge more for loans.
Also, insurers can earn more on their investments. The Financial Select Sector SPDR
holds the 88 financial firms in the S&P 500 and weights them by market value.
Guggenheim S&P 500 Equal Weight Health Care offers the long-term growth
of health care stocks without fear of a rough landing for high-flying biotech stocks.
This fund takes the 55 health care stocks in the S&P 500 and weights them equally.
Biotech stocks are 15% of the fund's assets, versus 38% in the typical health care ETF.
Opportunistic bond funds. Market Vectors Fallen Angel High Yield Bond
is an ETF that delivers a 4.9% yield by investing in "fallen angel" debt ... bonds
that were once rated investment grade but have since descended to junk status. Also ...
Pimco Total Return Active. Despite the exit o{ Pimco cofounder Bill Gross last year,
we think the firm still has lots of talent. The fund yields 2.8%, and since Sept.,
it has outpaced the Ba.relay's U.S. Aggregate Bond index by 0.7 percentage point.
Visit kiplinqer,com/letterlinks!kip20 to see the complete list of our ETFs.
Remember, your subscription includes The Kiplinger Letter online
Given the rising odds of a big El Nifto ... a warming of Pacific Ocean waters ...
Several regions of the U.S. could be in for significant shifts in the weather
later this year and in 2016. Forecasters are increasingly sure that 2015's El Niiio
will be particularly robust, and possibly among the strongest ones on record.
El Nino raises hopes of easing Calif. 's severe drought. Heavy winter rains
on the West Coast have come in some, but not all, of the fiercest El Nino years.
The Southeast will almost certainly tum wetter. Brawny El Nmos bring rain
more frequently from eastern Texas to Fla... much less of a craps boot than Calif.
Also likely: A quiet Atlantic hurricane season, which runs through Nov 30.
And a milder winter for the northern U.S ... whlch would be a welcome break
from the bouts of extreme cold that have hit the Northeast and Midwest recently.
fri§@+f
Private investors are b etting big on a growing in dustry: Learning technology.
Developers of online classes, educational video games, mobile apps and s uch
have netted over $2.5 billion in global private investments in 201 5 ... m ore than the total
that investors put into learning t echnology in all of 2014. And that's just the beginning.
Investors see potential for growth in products that reduce the n eed for classrooms,
especially in emerging markets with lots of potential u sers, such as China and Brazil.
That bodes well for tech vendors, such as Mapbox, Udemy and Virgin Pl;llse.
Makers of textbooks face dwindling sales as more students use digital gear.
Today's college students already spend 2 0% less on materials than they did in 2007 .
Coming: An enhanced treasure trove of information about public schools
as m ore and more states and cities turn vast spreadsheet s of information on schools ...
everything from test s cores to lunch programs ... into u ser-friendly online mapping tools.
Kan. and Mo. are leading t he way, along with Boston, Denver and Washington, D.C.
The enriched d ata will b enefit many users : Parents who want to read up
on their childr en's future school options. Firms that are hunting for the right schools
to host job training p rograms. School a dministrators looking for possible problems.
Fiijii
Uncle Sam is pushing back against tech firms ' data encryption programs,
which the companies are adding to make personal info harder to steal.
The FBI says that such d ata encryption is a huge hindrance to law enforcement,
preventing security officials from getting a bea d on suspected criminals a nd terrorists.
But the companies won't budge and weaken their encryption software
so investigators can access data they want, citing consumer demand for privacy.
So th e cop::; w ill tum·to n ew surveillance tools, escalating the arms race
between tougher encryption a nd craftier data hacking, which won't slow anytime soon.
On the horizon: Powerful computers made possible by quantum physics.
Several tech firms are conducting tests tha t show th e potential of quantum computing,
which u ses the u nique behaviors of s ubatomic p articles to transmit more information
than traditional computer chips can. In time, that could enable faster calculations
involving huge amounts of data ... cracking complex codes, say, or mapping genomes.
Interest in the technology is widespread. Fa cebook, Google, Lockheed Martin
a nd other firms are investing in quantum comp uting. Ditto, government spy agencies.
Businesses of all sizes are taking a fresh look at their phone plans.
Features such as call forwarding and call recording are becoming cheap er
a nd more available to small outfits, thanks to technology gains. Workers on the go
can h ave calls t o their desks sent to their m obile phones automaticatly, for instance.
"Auto receptionists," which route incoming calls electronically, can be big time-savers.
Ask your provider about upgrading, or shop around for deals from other providers.
"1'12"7'
For instant online access and searchable archives, go to kiclinger.com/ start
AU!i!MI
Look for crude oil prices to remain bearish through the rest of the year,
1-11..lil.•l•••.-1 despite robust demand for gasoline and other refined fuels. Indeed,
total petroleum demand in the U.S. is about 3% higher now than it was a year ago.
And U.S. oil output, which had been soaring until recently, has leveled off.
The fact is, traders are fretting about various global developments,
including the strengthening dollar versus other currencies, the economic slowdown
in China (the world's second-largest oil consuming country, after the U.S.),
and the prospect of Iranian oil flowing again on oil markets if sanctions are lifted.
After a brief rally in late summer, we expect crude prices to slip back
in late fall to around \vhere they are now .. .in the neighborhood of $50 per barrel.
For motorists. cheap oil spells cheap gasoline. The national average price
of regular unleaded gas is about $2.70 per gallon now. It will hover around there
in coming weeks before falling to $2.50 as the summer driving season winds down.
Diesel...down a nickel by summer's end to an average of $2. 70 per gallon.
Ai!ii@A Though the Obama administration will make a determined push for it...
l-l.l11l111l1-• Congress won't ratify the Law of the Sea Treaty, a global agreement
to jointly explore and develop vast rich commercial resources in the Arctic region.
157 nations have signed the treaty since the early 1980s, but business groups
and many lawmakers argue that joining them would force the U.S . to share revenues
from oil, gas and mineral reserves with others while it does most of the work.
Arctic seabeds contain about 13% of the world's undiscovered oil,
30% of its natural gas and unknown lodes of mineral ores, U.S. geologists say.
1'8111 By
Senior househo~ds are on track to nearly. dou~le in the next 15 years.
2030, the agmg baby boomer population will expand the number
•
1
'
of households with folks aged 65 and up to 46 million, from 25.8 million in 2010.
With many seniors choosing to stay in their homes. remodelers will be busy,
focusing on making homes safer and easier to navigate. Among such projects:
Making doorways and showers wheelchair accessible; lowering cabinets
in kitchens and bathrooms; and installing brighter lighting and exterior ramps.
People opting for assisted living facilities will want more amenities
than their predecessors , including features such as fitness rooms and media centers
fully equipped with the latest technology. Residents with limited mobility
will also insist on transportation to medical appointments and other destinations.
Fij.liii!lf Can Donald Trump play the spoiler as a third-party presidential contender?
It's possible. but not probable. The bar for outside candidates is set high
by design, making it nearly impossible to get on enough ballots to be competitive.
Some states require thousands of signatures and have unusually early deadlines.
Even if he runs a limited campaign, he isn't likely to siphon many votes.
Some of his stunts ... giving out cell numbers, bashing war heroes ... will cost him.
His support in polls will wither along with his idea of being a Ross Perot-style spoiler.
He'll decide a few percentage points of the vote isn't worth the spotlight on his privacy,
with detailed looks at his taxes and business deals, that a full campaign would bring.
July 24, 2015
P.S. Want to maximize your Social Security benefits? We can help
with Kiplinger's Boomer's Guide to Social Security, loaded with practical advice.
Visit kiplinger.com/go/socialSecurity to order the report for $9.95 ... a 67% savings.
Copyright 2.015. The Kiplinger Washington Editors, Inc. Quotation for political or commercial use is not permitted. Duplicating an entire
Issue for sharing with 01hers, by any means, is illegal. Photocopying of individual items for internal use is permitted for registrants with
CA Cities Advocate
July 24, 2015
Issue #71
Cities Concerned with Redevelopment Dissolution Bill, Should Prepare for
Legislature's Retu·rn Aug. 17
When the Legislature returns from its summer recess on Aug . 17, the State Capitol will become
chaotic with action on many bills prior to the session's adjournment on Sept. 11. Therefore, it
remains important for city officials concerned about AB 113's harmful provisions to take
advantage of the remaining weeks of the legislative recess to communicate with their legislators
and update letters. For more. see Page 2.
••••••••••••••••••••••••••••••••••••
New Report Ranks 15 California Urban Areas as Having
the Worst Roads in the U.S.
Poor Pavement Conditions Also Lead to High Car Maintenance and Repair Costs
According to a new report released Thursday, 15 of California's urban centers have pavement
conditions that rank among the nation's most deteriorated. The same report found that the poor
condition of California's pothole-filled roads also puts California among the states with the highest
in the nation costs for car maintenance. For more, see Page 2.
••••••••••••••••••••••••••••••••••••
Two Keynote Speakers Announced for League Annual Conference
The League of California Cities® announces two keynote speakers for the 2015 Annual
Conference & Expo in San Jose this Sept. 30-0ct. 2. For more, see Page 4.
'AB 113' Continued from Page 1 ...
Earlier this week, the League submitted a packet to the members of the Senate Budget
Committee, the members of the Assembly Democrat Working Group and key legislative
consultants containing nearly 100 letters from cities that have recently confirmed with the League
that they remain opposed to AB 113.
The major concern for many cities with AB 113 is its effort to reverse court decisions and existing
incentives offered to cities in AB 1484 of 2012 as encouragement to expeditiously resolve issues
and obtain a Department of Finance "finding of completion." Now that many agencies have made
the concessions necessary to obtain these findings, it is simply wrong to move the goalposts and
change the rules.
Prior to the legislative break, the Senate Budget Committee canceled a scheduled hearing on the
bill, no hearing is currently scheduled. The Assembly Democrat Caucus also convened a small
working group seve~al weeks ago to examine the redevelopment proposal. Assembly Member
Chris Holden (D-Pasadena) chairs this committee.
City AB 113 Summer Break "To Do" List
1.
2.
3.
If a city is harmed by this proposal and is not listed in opposition, they need to get an
opposition letter submitted to the Legislature.
If a city is listed in opposition, they should check in with their legislators over the break
and remind them of their continued opposition and what the impacts would be to their
community. Personal meetings during the break may be particularly helpful.
Each city that is opposed to the bill is encouraged to also send an updated oppose letter
on the bill (sample attached), especially if their prior letter was to a previous RN#
version, so legislators or staff cannot later say that they haven't heard from their city on
AB 113. If a city has problems with the definition of uloan" or interest rate in AB 113, then
they are also encouraged to add specifics in the letter that reflect estimated local impacts.
The League has prepared a sample letter that city officials can use to oppose AB 113 that is
available through the League's website.
'TRIP' Continued from Page 1 ...
TRIP, a national transportation group based in Washington D.C., issued a report today examining
pavement conditions and associated vehicle operation costs nationwide. The report, Bumpy
Roads Ahead: America's Roughest Rides and Strategies to Make our Roads Smoother, can be
found here. According to TRIP, poor roads cost the average California motorist $762 per year.
But in some communities, such as Los Angeles and the Bay Area, the cost of poor roads is much
higher, more than $1,000 per year in vehicle maintenance costs.
"Sadly, this report tells us nothing new. Every California driver knows our roads are filled with
potholes and in poor repair, " said Jim Earp, executive consultant, California Alliance for Jobs.
"Year after year nothing gets done to provide adequate funding to fix our roads. Thankfully Gov.
Jerry Brown has called a special session of the Legislature this year to figure out how to provide
ongoing, reliable, and accountable funding for major road improvements. Our industry will be very
involved in letting legislators know this is a priority."
California's poor rankings year after year underscore the need for additional fundirig to repair
state highways and local streets and roads. Californla's roadway system, whether they be
freeways, major urban thoroughfares, residential streets or rural streets, is interconnected. It all
must be well-maintained in order for California to thrive. Today, too much of the network is in
disrepair and the longer we wait to make repairs, the worse they will be come and the more
expensive to fix.
Governor Brown has called a special session of the Legislature to address this topic. The backlog
in California is significant:
2
•
•
Estimates are that local streets and roads face an estimated shortfall of $78 billion in
deferred maintenance and an annual shortfall of $7.8 billion.
Ca!Trans faces a $59 billion backlog in deferred maintenance and an annual shortfall in
the State Highway Operation and Protection Program (SHOPP) of $5. 7 billion .
"In the Bay Area and Los Angeles the poor condition of the roads is costing drivers an extra
$1000 a year in car maintenance and repairs,· said Chris McKenzie, executive director, League
of California Cities. "Local streets and roads are the backbone of our transportation system. Cities
and counties in fact maintain more than 80 percent of all the roadways within California. The
special Legislative session called by Governor Brown to provide additional funding for road
repairs is coming at a critical time. We need to start making a serious dent in the billions of dollars
of needed repairs. City officials are looking forward to engag ing with leg islators when they return
in August."
"Every time this report is issued, California has the most number of urban centers on the list of
poor roads in the nation, " said Matt Cate, executive director, California State Association of
Counties. "The problem is tied directly to the fact that resources for road repair have been shifted
and become more scarce. We need to address this problem and find additional and long term
funding to begin tackling the billions of dollars in needed repairs. County supervisors are actively
involved in the special legislative session this year, In the hopes that we get something done."
According to the TRIP report, the Federal Highway Administration estimates that each dollar
spent on road, highway and bridge improvements results in an average benefit of $5.20 in the
form of reduced vehicle maintenance costs, reduced delays, reduced fuel consumption, improved
safety, reduced road and bridge maintenance costs and reduced emissions as a result of
improved traffic flow.
HIGHEST SHARE OF MAJOR ROADS AND HIGHWAYS WITH PAVEMENTS THAT ARE IN
POOR CONDITION AND PROVIDE A ROUGH RIDE (Source: TRIP Report, July 23, 2015)
Larger Metro Areas (500,000+ population)
San Francisco-Oakland
Nationwide Ranking: #1
Percent of Roads in Poor Condition: 74 percent
Annual Vehicle Maintenance Costs: $1 ,044
Los Angeles-Long Beach-Orange County
Annual Vehicle Maintenance Costs: $1 ,031
Concord
Annual Vehicle Maintenance Costs: $924
San Jose
San Diego
Riverside/San Bernardino
Nationwide Ranking : #12
3
Sacramento
Medium-Sized Metro Areas (250,000-500,000 population)
Temecula-Murrieta
Antioch
Santa Rosa
Hemet
Nationwide Ranking : #7
Oxnard
Victorville-Hesperia-Apple Valley
Stockton
Modesto
'Annual Conference' Continued from
P~
1...
Join fellow city colleagues for these entertaining and informative sessions:
•
Greg Lucas, California State Librarian
"If You Build It They Will Come -The Huge Civic Payoff of 21st Century Libraries"
Throughout history, cities have been the incubators of civic, cultural, educational, and
economic innovation in California. City officials don't need to look any further than their
local public library for a hotbed of innovation and a major catalyst for building a stronger
city. Join former political reporter and now California State Librarian, Greg Lucas, as he
takes you on a tour of the ways in which community libraries are engaging citizens,
transforming the way we learn and grow, helping expand local economies, and providing
4
vibrant and energetic urban places that attract entrepreneurs, families, potential
employees, and tomorrow's leaders. Greg will be speaking at the opening general
session which starts at 3 p.m. on Sept. 30 at the San Jose Convention Center.
•
Cam Marston, Leading Expert on the Impact of Generational Change
"A Workplace in Transition"
Only yesterday, Generation X entered the workplace and managers were perplexed with
their behavior. Today Gen X'ers are the managers and are struggling to accommodate
and retain the Millennial generation (aka Gen Y}. Millennials are the single largest
generation in the workplace. Though fluent with technological communications (they don't
prefer it, they mandate it), their ability to empathize in person has been stymied due to an
increase in handheld technology. Still very relevant are the Boomers who are busier than
they had ever thought they'd be at this point in their lives and careers. Learn the ins and
outs of a workplace in transition. Get tips on working with, and for, each of the different
generations and enjoy a humorous approach to mixing them al\ together. Cam will be
speaking at the general session which starts at 9:45 a.m. on Oct. 1 at the San Jose
Convention Center.
Register before Aug. 5 and receive $50 off registration. Registration and more information can be
found on the League's website.
5
CA Cities Advocate
July 28, 2016
Issue #72
Final CalPERS Webinar on Fund Risk and Volatility Set for July 30
Additional Ca/PERS Rate Increases Being Considered to Reduce Volatility
If you haven't done so already, city officials will have their final opportunity this Thursday to
receive a briefing by CalPERS staff on options the CalPERS Board of Administration is studying
to reduce risk and volatility in the fund. Both strategies are intended to ensure the long-term
sustainability of the fund and will have impacts to member and employer contributions in the
future. lt is important to note that taking no action may pose an even higher risk of rate increases
in the future. For more, see Page 2 .
••••••••••••••••••••••••••••••••••••
Governor's Administration Releases Proposal for Modernizing Groundwater
Adjudication Process
Legislation also Proposed
The primary method for solving groundwater disputes and protecting groundwater basins prior to
the Sustainable Groundwater Management Act (SGMA} was litigation. When over-pumping led to
a crisis, like seawater intrusion or chronic overdraft, people had little choice but to file a lawsuit,
called an adjudication, in which all rights to water in a basin could be defined by a court.
For more, see Page 3.
'CalPERS' Continued from Page 1 ...
The pension fund will be holding its final webinar July 30 at 1:00 p.m. to brief city officials about
the implementation and impacts of these strategies, including an opportunity to ask questions.
Register online to participate.
The League will be conducting a member survey to solicit feedback on this issue in the next few
days which will be due Aug. 7. It will use the information to possibly inform its recommendation to
the CalPERS Board of Administration on Aug. 19. Here is some additional information on the
issue.
Introduction: CalPERS has sponsored webinars in the last few months to solicit feedback on
staff proposals currently under study by the Board to reduce the "volatility" of its investments and
the risk of steep employer/employee contribution rate increases caused by serious investment
losses.
Overview: Pension system costs (benefits and administration) are funded by investment
earnings and employer/employee contributions. When investment earnings vastly exceed the
estimated rate of investment return, 1 the unanticipated excess ls used to pay costs and stabilize
or lower contribution rates. When the earnings are under the "discount rate," contribution rates
may have to be increased in the future. Cal PERS has a goal of the system being 100 percent
funded in order to weather future investment losses, keep contribution rates stable, and avoid
shifting the cost of paying retiree benefits to future generations.
Impact on Cities of CalPERS Investment Losses. When CalPERS suffered a 24 percent loss
in the value of its investments in 2008-09, it initially delayed increasing contribution rates. In
recent years it began recovering those losses over a shorter period of time, lowered its discount
rate, and adopted new retiree longevity projections. This collectively required a rate increase on
average for cities of roughly 50 percent that is currently being phased-in over six years at a
growing cost to city budgets. If city revenues decline due to another recession during this phasein, the financial pressure will only increase.
How to Reduce Investment Return Volatility. Recently, the CalPERS senior staff began a
discussion with the board about whether Cal PERS should reduce the risk of similar future
employer contribution rate spikes by shifting to a less "volatile" mix of investments, lowering its
discount rate (currently at 7.5 percent compared to comparable corporate rates of 5 percent), and
make up the difference through small increases in employer (and PEPRA employee) contribution
rates each year over the next few decades.
More Retirees; Fewer Active Workers. Another increasing financial pressure on the system is
that there will soon be more retirees drawing benefits than active workers contributing. From two
active workers for each retiree in 2002, the ratio fell to 1.45 to one by 2012, and by 2023 it is
expected to be 1.0 to 1.0 and to decline afterwards. Fewer active employees compared to
retirees means fewer people contributing to paying the obligations of the pension system.
Reducing the Risk of Catastrophic Losses. Finally, if funding of the pension system drops
below 50 percent of the projected assets needed to pay future pensions, some pension experts
warn returning to full funding becomes nearly impossible since it would require such onerous
contribution rates and unlikely investment returns. Cal PERS staff estimate that with the current
investment volatility (i.e., discount rate and investment strategy) the probability of CalPERS
funding levels falling below 50 percent at any point in the next 30 years is 26 percent
(miscellaneous) and 29 percent (public safety) for local agencies (see page 24 of CalPERS
report). The question is whether this is an acceptable level of volatility risk? The Cal PERS staff
has expressed concerns about this level of risk..
Key Questions. In its webinars and Board of Administration meeting, CalPERS is asking itself,
employers and employees these questions:
1
The estimated rate of return by CalPERS is an informed projection of future investment earnings from employer and
employee contributions, discounted to its present value. Hence it is known as the "discount rate."
2
A
Should CalPERS reduce the "volatility" of its investments to reduce the risk of future rate
spikes and loss in funded status for the pension system by reducing its discount rate and
increasing employer {and PEPRA employee) contribution rates gradually over the next
few decades?
B.
If "yes," how should Cal PERS do it? CalPERS staff have identified two options :
1.
Flexible Glide Path Option: after a great investment year (i.e., earnings in excess
of 11. 5 percent} use 50 percent of the returns over the discount rate for
contribution rate relief and 50 percent for risk mitigation by lowering the discount
rate.
2.
Blended Glide Path Option : similar to Flexible Glide Path, but it would happen in
stages called checkpoints. As an example, those checkpoints could be set at four
year intervals with a goal of reducing the discount rate by 15 basis points during
each Interval. During a checkpoint year, Cal PERS would assess whether that
goal had been met. If the goal had not been met, CalPERS could still move
forward with reducing the discount rate, even after a bad year. This would in turn
put upwards pressure on employer rates (and employee rates as well for PEPRA
members). Under the blended model, the enactment of risk mitigation measures
is a certainty. Under the flexible model, risk mitigation would only follow years of
great earnings.
Note: for a fuller discussion of these options, see the November 2014 review of Funding Levels
and Risks by the Cal PERS staff or the CalPERS webinar presentation.
'Groundwater' Continued from Page 1...
This is an expensive and cumbersome process, sometimes lasting decades. SGMA now requires
groundwater basins to be managed sustainably through local management plans, but does not
define water rights. The Administration believes that this leaves a need to provide water right
holders with a forum for resolving legal disputes over water rights.
Gov. Jerry Brown signed SGMA into law, committing to reforming the adjudication process . The
Administration recently released its proposal and if enacted, the legislation would provide a
modern, comprehensive adjudication process for all groundwater basins that are regulated under
SGMA, and an option for basins that are not. The proposal seeks to make adjudications more
cost-effective, provide a process to settle water right disputes, and ensure that litigants don't
misuse the court system to obstruct or delay SGMA. The League is in the process of reviewing
the Governor's proposal.
Supporting documents include:
•
•
Summary of Administration's Proposal for Modernizing Groundwater Adjudication
Process
Proposed Legislation Text: Administration Proposal for Modernizing the Groundwater
Adjudication Process
The Legislature is also considering two bills that pertain to the adjudication process, SB 226
(Pavley) and AB 1390 (Aleio}.
Visit California Groundwater for news and information on implementation of SGMA.
3
Citizen Concerns (CRMS Cases, etc.)
Cit y Clerk Depart ment
MEMORANDUM
2100 Thousand O ak$ Boulcvoro •Thousand Oaks, CA 91362
Phone 805/ 449. 2151 •Fax 805/449.2150 • www.ww k~.o rg
To:
From:
Linda D. Lawrence, City
Date:
July 27, 2015
Subject:
Claim Against City of Thousand Oaks
., )
Cleri{}..~v
The following claim has been received and forwarded to Human Resources/Risk Management
for processing.
Claim No:
1297-2015
Claimant:
Drew Bertagna
Address:
2233 Peak Place
Attorney:
Date Received:
July 27, 2015
Claim Amount:
$8,400.00
Date of Incident:
Unknown
Description of Claim: Claimant states wrought iron fence between their property at 2233 Peak
Place and a water tank service road was damaged sometime before they moved in and is
creating a safety hazard.
c: City Attorney {electronic)
Human Resources (original and electronic)
Carl Warren and Co. (electronic)
CA0:180-70(CCD:100-1 O)/pr/h:common/Claims/Claimant Packet new.docx
I
r.o.. c_".1 f'-,··..s . o• r c5
C'
City Clerk Department
MEMORANDUM
2100 T housand Onks Boulevard• Thousand Oak~, CA 91362
Phone 805/449.2151 • Fax 805/449.2150 • www.to3ks.org
To:
From:
Date:
July 27, 2015
Subject:
. .. )
Clerk ~~
for processing.
Claim No:
1298-2015
Claimant:
Racquet Club Villa HOA
c/o Community Property Management
Yolanda Gonzales, Community Manager
Address:
751 East Daily Drive, Suite 300
Camarillo, CA 93010
Attorney:
Date Received:
July 27, 2015
Claim Amount:
$1,250.00
Date of Incident:
April 25, 2015
Description of Claim: Claimant states wrought iron fence and irrigation valve were damaged
by heavy equipment'trucks during sidewalk construction and tree planting at Gainsborough
and Racquet Club Villa turf renovation project.
c: City Attorney (electronic)
Carl Warren and Co. (electronic)
CAO: 180-70(CCD:100-1 O)/pr/h:common/Claims/Claimant Packet new.docx
I
LO<JKS . Or<.)
(.,'
City C lerk Depa rtment
MEMORANDUM
2100 Tho usand Oaks 13oulcvard • Tho usand Oaks, CA 91 362
Ph one 805/ 449.21 51 • Fax 805/449.2150 • \vww.to,.ks.org
To:
From:
Linda D. Lawrencf r ; Clerk
Date:
July 24 , 2015
Subject:
for processing.
Claim No:
1299-2015
Claimant:
Serra Land Company
c/o Jeffrey Zukin
Address:
P.O. Box 844
2264 Lillie Avenue, Suite A
Summerland, CA 93067
Attorney:
a
-i1
Date Received:
July 24, 2015
Date of Incident:
May 17, 2015
i?
n,
Claim Amount:
$6,524.83
Description of Claim: Claimant states sewage spill on their property parking lot (Granada
Gardens Apts., 101 West Avenida De Los Arboles) caused by misalignment of main sewer
pipe on adjacent property (145 West Avenida De Los Arboles) .
Carl Warren and Co (electronic)
CA0:180-70(CCD:100-1 O)/pr/h:common/Claims/Claimant Packet new.docx
toaks.org
City Clerk Depart ment
MEMORANDUM
21 00 Thousand Oaks Boulcvatd •Thousand Onks, CA 91362
Phone 805/ 449.21 51 • P:1x 805/449.2150 • www.coaks.org
To:
From:
Date:
July 28, 2015
Subject:
r... "' .. )
Cler~
for processing.
Claim No:
1299-2015
Claimant:
Edward and Nancy Kachocki
Address:
Insurance Company:
The Hartford
Central Recovery Office
Subrogation Handler
P.O. Box 14272
Lexington, KY 40512-4272
EventNo.PA0016324398
Subro No. 00023694
Date Received:
July 28, 2015
Claim Amount:
$2,291.99
Date of Incident:
July 11, 2015
Description of Claim:
Insurance Subrogation Agent for claimant states tree fell on their
insured's vehicle causing damage while it was legally parked in a parking lot at 2790 Hillcrest
Drive.
,...
Carl Warren a nd Co. {electronic)
-. . ..
.. .
CAO: 180-70{CCD:100-1 O}/pr/h:common/Claimsllnsurance Packet.doex
toa ks.o rg
'-·
Page 1of4
City of Thousand Oaks: eFM Case Details
Case Details
Case Number: 20385
Tags:
Status: Resolved
Request Type: Request
CustQB)er: Oser, Marie
~~ external customer
Thousand Oaks CA 91362
vegtvl@grnail.com
Location of Request: Thousand Oaks CA 91362
•
Los Robles Golf Course
Facility: N/A
Preferred Contact Method: Email
Submitted By: Garrett, Donna
employee
Topic: City Facilities>Los Robles
Golf Course (Finance)
I
Primary Owner: Wilson, Kevin
Secondary Owner: Perez, Elizabeth
Date{flme Created: 07/07/2015 12:43
Date/Time Closed: 07/23/2015 08:36
custom f°oelds
* internal custom field
Original Request
Please respond on behalf of Qty Council:
Re: Golf Course to remove 20 acres of grass with ROUNDUP
I am a resident of Westlake Village and a homeowner of one of the hundreds of townhomes that surround the
Los Robles Greens Golf Course. My house faces the golf course directly and is within yards of the greens.
I am a food and health writer with 25 years experience and Managing Editor for a leading environmental site
and was horrified to read the article in this week's Acorn, "Golf course to remove 20 acres of grass"
Monsanto Roundup has been banned in many countries and a recent peer-reviewed scientific review paper
stated that glyphosate-based herbicides such as Roundup are contributing to gastrointestinal disorders, obesity,
diabetes, heart disease, depression, autism, infertility, cancer and Alzheimer's disease.(11
The UN World Health Organization's prestigious International Agency for Research on cancer released a
consensus report in March of this year that that glyphosate, the active ingredient in Roundup, is a "probable
carcinogen."
A few days later, a team of international scientists based in New Zealand reported that widely available
commercial formulations of RoundUp, 2,4-D and dicamba can lead to the development of antibiotic resistance
in common disease-causing bacteria.
https://clients.comcate.com/reps/caseDetail.php
7/28/2015
Page 2of4
In the nearly 20 years of intensifying exposure, scientists have been documenting the health consequences of
Roundup and glyphosate in our food, in the water we drink, in the air we breathe and where our children play.
Researchers have found that people who are sick have higher levels of glyphosate in their bodies than healthy
people.[2] Monsanto has falsified data on Roundup's safety, and marketed it to parks departments and
consumers as "environmentally friendly" and "biodegradable, In order to encourage its use it on roadsides,
playgrounds, golf courses, schoolyards, lawns and home gardens.
The New York Times reported that in 1996, "Dennis C. Vacco, the Attorney General of New York, ordered the
company to pull ads that said Roundup was "safer than table salt" and "practically nontoxic" to mammals, birds
and fish. The company withdrew the spots, but also sai1j that the phrase in question was permissible under
E.P.A. guidelines."[3)
A French court ruled those marketing claims amounted to false advertising.
In 2007, Monsanto was convicted of false advertising and along with their distributor was fined and ordered to
pay damages in a case brought by French environmental and consumer rights campaigners for misleading the
public about the environmental Impact of its herbicide Roundup.[4]
This is just a bit of the evidence regarding the damaging effects of Monsanto Roundup.
In addition to these findings, there's a growing body of evidence on health impacts associated with exposure to
glyphosate or Roundup, such as endocrine disruption, organ damage and birth defects.[5]
My neighbors and I are vehemently opposed to the planned spraying of this toxic herbicide in our
neighborhood. I look forward to hearing from you regarding this very disturbing issue.
Marie Oser
[ 1] http://www.gmoevidence.com/samsel-a nd-seneff-glyphosate-en hances-damag ing-effects-of-environmenta 1toxins/ (2013)
(2]Kr0ger M, Schledorn P, Schrodl W, Hoppe HW, Lutz W, et al. (2014) Detection of Glyphosate Residues in
Animals and Humans. J Environ
Anal Toxicol 4: 210.
[3] Charry T (1997-05-29). "Monsanto recruits the horticulturist of the San Diego Zoo to pitch its popular
herbicide". Business Day. New York Times.
[4] "Monsanto fined in France for 'false' herbicide ads". Terradaily.com (Jan 26, 2007).
[SJ http://www.collective-evolution.com/2014/05/11/new-study-links-autism-to-toxin-exposure/
7/28/2015
Page 3of4
Customer Communications
From
*
Date
Text
auto notification Auto Case Notification Created
TO: vegtvl@gmail.com
Date: 07/07/2015
Subject: Your Request for Assistance from the City of Thousand
Oaks
07/07/2015 12:43
Collapse
Dear Marie Oser,
Thank you for your request received on 07/07/2015 concerning City
Facilities> Los Robles Golf Course. Your request has been assigned
Referral case #20385. You will receive a response to your request
within five calendar days. If you should have any further questions
please feel free to contact us again and reference the Referral
number above.
Sincerely,
Oty of Thousand Oaks
www.toaks.org
~ customer Communications are visible on the customer's case status page.
Internal Activity
Internal Notes
From
Nore
Oate
Subject: New notes have been added to case #20385
TO: kwilson@toaks.org
Perez, Elizabeth
cc
07/23/15 08:36
Collapse
BCC:
Attachments:
Follow-up case has been assigned. This will be closed. (EDP)
Perez, Elizabeth
TO: kwilson@toaks.org
CC:
BCC:
07/20/15 08:53
Collapse
Attachments:
Reassigned to Kevin Wilson for formal response to City's position on the
use of glysophates.
---
Perez, Elizabeth
TO: jadams@toaks.org
CC:
BCC:
07/13/15 07:55
Collapse
7/28/2015
Page 4of4
Attachments:
RPZ was supposed to be EPA in previous note. (EDP)
Perez, Elizabeth
CC:
BCC:
Attachments:
07/10/15 15:00
Collapse
7/9/15 - Spoke with Marie Oser. Explained that the golf course will most
likely being incorporating the use of glysophate (Roundup) in compliance
with all the requirements approved by the RPZ. She still thinks it needs
to be banned. I suggested if she has specific scientific data to present to
us, she should send it in. I gave her my email. (Liz Perez)
Garrett, Donna
CC: edperez@toaks.org, cmdgarrett@toaks.org
BCC:
07/08/15 09:34
Collapse
Attachments:
Concerned Citizen called me directly. She would like someone to call her
today to discuss when they plan on spraying and what can be done.
Her phone is: (805) 446-2908.
Tasks
Close task
Dve Subject Assigned By Assigned To Status
Case Contacts
Role
N;1me
Primary Owner
Wilson, Kevin
Phone
kwi lson@toaks.org
5083
ed perez@toa ks. org
(805) 449-2225
Perez, Elizabeth
edperez@toaks.org
(805) 449-2225
Past Owner
Adams, John
jadams@toaks.org
805.449.2235
Past Owner
Coates, Tim
tcoates@toaks.org
805-449-2238
Submitter
Garrett, Donna
crndgarrett@toaks.org
Secondary Owner
Collaborator
- - -Perez, Elizabeth
I Attachments
No attachments found
Activity History
Date
Event
Wfl(J
Description
07/23/2015 08:36 Change Status
Perez, Elizabeth Change status from: Pending to: Resolved
07/20/2015 08:52 Reassign Primary
Perez, Elizabeth Primary Owner reassigned from Adams, John to
Wilson, Kevin
Perez, Elizabeth Change status from: New to: Pending
.
07/07/2015 12:55 Reassign Secondary Garrett, Donna Secondary Owner reassigned from Coates, Tim to
Perez, Elizabeth
--
7/28/2015
Page 1 of2
Ellen Rosa - Fwd: Concern About Use of Herbicide RoundUp on Los Robles Greens
From:
To:
Date:
Subject:
Joel Price
Scott Mitnick; Andrew Powers; Ellen Rosa
7/25/2015 8:14 AM
Fwd: Concern About Use of Herbicide RoundUp on Los Robles Greens
For CRMS please
Joel R. Price, Mayor Pro Tern
(805} 449-2105
>»James Hines <jhcasitas@gmail.com> 07/24/15 6:45 AM >»
Dear Members of the Thousand Oaks City Council and Staff:
I am the conservation chair of the Los Padres chapter (serving Ventura and Santa Barbara counties) of the Sierra Club. It has come to my attention that Roundup, the
glyphosate-based herbicide is being sprayed in and round city of Thousand Oaks and most recently plans have been set in motion to remove 20 acres of grass on the
Los Robles Greens, a public golf course.
In March of this year. the World Health Organization's International Agency for Research on Cancer announced findings that glyphosate, the main ingredient in
Monsanto's Roundup line of pesticides, is "probably carcinogenic to humans." The research, published in The Lancet Oncology, relies on studies conducted on the
chemical over the last few decades.ill
Most concerning, glyphosate has been found to be contaminating the groundwater in areas it is being applied. A 2011 study published in the Analytical and
Bioanalytical Chemistry confirmed glyphosate contamination in 41 percent of the 140 groundwater samples taken from Catalonia Spain were actually above the limit of
quantification.
This means that glyphosate was actually not breaking down rapidly, despite Monsanto's claims that the chemical would do so. Monsanto's carcinogenic Roundup
herbicide is contaminating water supply.
Roundup withers more than weeds, over the past 20 years, 970 million monarch butterflies have died, and Roundup is one of the main culprits.111
In September of 2014 that the International Journal of Toxicology published a much more alarming piece on the dangers of Roundup entitled "Glyphosate Commercial
Formulation Causes Cytotoxlclty, Oxidative Effects, and Apoptosis on Human Cells: Differences With its Active Ingredient." As you can gather from Its name, the study
highlighted the multitude of ways in which glyphosate is wreaking havoc on human cells.Q]
I have presented a fraction of evidence that this toxic herbicide is harmful to people, wildlife and the environment. More than 200 International scientists and medical
professionals have called for a global ban of glyphosate and the list is growing.
At the Sierra Club it is our mission to practice and promote the responsible use of the earth's ecosystems and resources and we are equally concerned.
Please reconsider the use of this dangerous herbicide.
coUNC L
DATE
7/28/2015
Page 2of2
Sincerely,
James Hines, conservation chair
Sierra Club-Los Padres Chapter
ill Guyton, K. Z. et al. Lancet Oneal. http://dx.doi.ora/10.1016/51470-2045 (15)70134-8 (2015)
0 Mikey Jane Moran, Gone in a Generation http://www.sierraclub.org/sierra/20 15-3-may-june/green-llfe/gone-generatlon
Q1 Chaufan G1, Coalova I, Rios de Molina Mdel C. Glyphosate commercial formulation causes cytotoxicity, oxidative effects, and
apoptosis on human cells: differences with its active ingredient. Int J Toxicol. 2014 Jan-Feb;33(1):29-38.
7/28/2015
Page 1of4
Case Details
Case Number: 20313
Tags:
Request Type: Question
Customer: Strumwasser, Scott
Enclosures Architects
Q& X
1
external customer
·
Status: Resolved
Thousand Oaks CA 91362
323-931-1851
scott@enclosuresarch.com
•
Location of Request: Thousand Oaks CA 91362
Facility: N/A
Preferred Contact Method: Email
Submitted By: Rosa, Ellen
employee
Topic: Planning>Residential
(Community Development)
I
Primary Owner: Behzadi, Marjan
Secondary Owner: Powers, Dave
Date/Time Created: 06/03/2015 15:36
Date/Time Closed: 07/28/2015 09:43
Custom F;elds
* internal custom field
Original Request
Mr. Strumwasser wrote to City Councilmembers regarding the waiting period for PPD 2015-70191. Please see
his email as follows, and respond accordingly. One Councilmember feels the time delay quoted may be.
excessive.
My name is Scott Strumwasser and I am an architect working on improvements to a residential property (228
Mayfield Court) in the Newbury Park area of Thousand Oaks for a client of mine. I am currently awaiting a
review of the Precise Plan of Development (PPD 2015 -70191) we submitted on April 17th by the Planning
Division of the Community Development Department. My original plans for the addition were rejected out of
hand because they were "too modern" so we designed something that would be acceptable to the Planning
staff. I have been told by the planner assigned to our project that the process would take a minimum of 2
months for review from the date the submittal was deemed complete, April 29th, 2015. This is the planning
review only. The department of building and Safety review is in additlon to this and is expected to be 1 to AV2
months as well.
The project is an addition of a garage to the existing house and remodel of portions of the existing residence. I
am familiar with the thresholds for the PPD and have submitted many plans to the City of Thousand Oaks for
review. It is extraordinary that a project of this nature would be subject to such time delays. I have a client
that simply wants to make reasonable changes to their home as it was built in the 1970a€ms and has had no
updates since then. Anything that you may suggest to speed the process up would be much appreciated.
I understand that rules are in place that dictate that projects be reviewed in a certain way. But I think it is
critical that those of you in City government understand the kind of burden these requirements put on
homeowners, Architects, builders and all of us that are involved in making improvements within the city. If my
contacting you results only in bringing to your attention an understanding of this onerous delay in the review
process, at least I have informed you.
Thank you in advance for your attention to this and any response and consideration of the above.
Scott Strumwasser A.I.A.
Architect (and 13 year resident ofThousand Oaks)
Scott Strumwasser A.I.A.
Enclosures Architects
5971 West Third Street
7/28/2015
Page 2 of 4
Los Angeles, CA 90036
323.931.1851 T
323.931.0156 F
Customer Communications
From
•
Text
Behzadi, Marjan Send an Email
TO: scott@enclosuresarch.com
CC: dpowers@toaks.org, erosa@toaks.org, cdmbehzadi@toaks.org
BCC: skearns@toaks.org, ishare@toaks.org, jprescott@toaks.org
Date: 06/03/2015
Subject: RE: City of Thousand Oaks case number 20313
Date
06/03/2015 17:31
Collapse
Dear Mr. Strumwasser,
Thank you for contacting us regarding your project. I am sorry that
the planning review process has taken longer than you expected. All
PPD's are typically reviewed within 6-8 weeks regardless of the
complexity of the project. On certain occaslons, within the first 10
days of the Notice of Application, we may recieve an objection letter.
On those occasions, the project Is referred to an Adminstrative
Hearing in which case may take longer than 6-8 weeks. In the case
of your project, we have not received an objection letter and don't
anticipate the review time will exceed this time frame.
The 6-8 week timeline has been in place for many years and we
have tried to keep this standard even with lower staff levels. I assure
you that the review of your application will be completed within this
timeframe. Another option to shorten the review process time
slightly Is to submit your plans to the Building Division before the
PPD review is complete. If you wish to do this, please submit a
signed Acknowledgement of Risk form available to you at the front
counter.
Again, I apologize for any inconvenience. If you have any further
question or concern, please feel free to contact me at 805-449-2328
or e-mail me at mbehzadi@toaks.org.
Sincerely,
Marjan Behzadi
Permit Process Manager
Dear Mr. Strumwasser,
Thank you for contacting us regarding your project. I am sorry that
the planning review process has taken longer than you expected. All
PPD's are typically reviewed within 6-8 weeks regardless of the
complexity of the project. On certain occasions, within the first 10
days of the Notice of Application, we may recieve an objection letter.
On those occasions, the project is referred to an Adminstrative
Hearing in which case may take longer than 6-8 weeks. In the case
of your project, we have not received an objection letter and don't
anticipate the review time will exceed this time frame.
The 6-8 week timeline has been in place for many years and we
have tried to keep this standard even with lower staff levels. I assure
you that the review of your application will be completed within this
timeframe. Another option to shorten the review process time
slightly is to submit your plans to the Building Division before the
PPD review is complete. If you wish to do this, please submit a
7/28/2015
Page 3of4
signed Acknowledgement of Risk form available to you at the front
counter.
Again, I apologize for any inconvenience. If you have any further
question or concern, please feel free to contact me at 805-449-2328
or e-mail me at mbehzadi@toaks.org.
Sincerely,
Marjan Behzadi
Permit Process Manager
~ Customer Communications are visible on the customer's case status page.
Internal Activity
Internal Notes
From
Note
Date
Behzadi, Marjan Project was approved on 4/17/15.
07/28/15 09:43
I
Rosa, Ellen
TO: cdmbehzadi@toaks.org
CC:
Collapse
07/28/15 09:12
Collapse
BCC:
Attachments:
- --
-
'"' I
- • '"' - • •• •-·Ht • - - · ' - - - -
- ,-r
I
Tasks
Close task
Due Subject ASS!gned By Assigned To Status
Case Contacts
Role
Name
Ema17
Phone
Primary Owner
Behzadi, Marjan
cdmbehzadi@toaks.org
805-449-
Secondary Owner
Powers, Dave
dpowers@toaks.org
Collaborator
Rosa, Ellen
erosa@toaks.org
2328
805-449-
2132
Past Owner
Shepherd, Jon
jshepherd@toa ks.org
(805) 4492345
Submitter
Rosa, Ellen
erosa@toaks.org
805-4492132
IAttachments
No attachments found
Activity History
D8te
OescrlptlOfl
Behzadi, Marjan Change status from: Pending to: Resolved
Rosa, Ellen
06/03/2015 16:27 Reassign Primary Shepherd, Jon
Change status from: New to: Pending
Primary Owner reassigned from Shepherd, Jon to
Behzadi, Marjan
7/28/2015
I(7i28/2015) Ellen Rosa - Fwd: Dick's Sporting Go_o_d_s _-====""""'===---------~~~=-=--==-From:
To:
Date:
Subject:
Page 1 J
Ellen Rosa <erosa@toaks.org>, Donna Garrett <dgarrett@toaks.org>
7/25/2015 2:33 PM
Fwd: Dick's Sporting Goods
---------- Forwarded message ---------From: Celina Beaver <celina.beaver@gmail.com>
Date: Thu, Jul 23, 2015 at 9:50 PM
Subject: Dick's Sporting Goods
To: albertcadam@gmail.com, jprice@toaks.org, cnclmanfox@aol.com,
claudia4slowgrowth@roadrunner.com, rmccoy@toaks.org
Dear Council Members,
I just wanted to to take a moment and express my deep disappointment with
the decision to remove parking spaces to make room for another store at the
Oaks. It is extremely difficult as it is to find parking at the Oaks and I
fear that this will make it that much worse. Making the mall less
accesslble to individuals will only make *online shopping that much more
appealing* to moms like myself who can't spend 30+ minutes driving around a
parking lot, looking for a spot.
Please appeal this decision.
Thank you for your time and consideration.
Sincerely,
Celina Beaver
COUNCIL l\1AIL
DATE
I<1128/2015) Ellen Rosa - Fwd: P@n for Dick's Sporting Goods at Oaks Mall
From:
To:
Date:
Subject:
v
7/25/2015 2:33 PM
Fwd: Plan for Dick's Sporting Goods at Oaks Mall
---------- Forwarded message ---------From: DAVID MORGAN <morganmix@icloud.com>
Date: Fri, Jul 24, 2015 at 7:15 AM
Subject: Plan for Dick's Sporting Goods at Oaks Mall
To: "rmccoy@toaks.org" <rmccoy@toaks.org>, "
cla ud ia4slowgrowth@road runner.com" <claudia4slowgrowth@road runner. com>, "
cnclmanfox@aol.com" <cnclmanfox@aol.com>, "jprice@toaks.org" <
jprice@toaks.org>. "albertcadam@gmail. com" <albertcadam@gmail.com>
Dear Council Members,
Please reconsider the decision to erect a new structure housing this
particular business at the Oaks Mall. The impact on parking will be huge
and the businesses affected by by the loss of nearby parking will
experience seriously negative results. Dick's in Moorpark does not seem to
attract many customers. Does the council honestly believe that the case
will be that much different in Thousand Oaks?
Why was the location that Armstrongs previously occupied not designated as
the site for Dick's? There are so many vacant business properties in our
community that one would think placing new enterprises at those sites would
be the first priority. These empty monuments to questionable plan ning can
be found in every business area in the city.
The greater question is why there needs to be another sporting goods store
in such close proximity to Sportmart, Big 5 and Sport Chalet. This seems
like a poorly devised concept that may only benefit the construction
industry. Competing business should not be located in the competitors back
yard. It's difficult to understand the logic unless the idea is to create
more empty retail sites.
Lastly, please stop sacrificing more of our beautiful oaks trees to satisfy
the avarice of developers.
Thank you for taking the time to read my concerns. There seem to be many
residents who share my reservations about this particular project.
Best regards,
David Morgan
Thousand Oaks resident
Sent from my iPad
Page 1]
@ 2s12015) Ellen Rosa - Fwd: Absurd!
Page
From:
To:
Date:
Subject:
7/2512015 2:32 PM
Fwd: Absurd!
---------- Forwarded message ---------From: Kevin Mulhall <kevin@teartorn.com>
Date: Thu, Jul 23, 2015at10:35 PM
Subject Absurd!
To: "a!bertcadam@gmail.com" <albertcadam@gmail.com>, "jprice@toaks.org" <
jprice@toaks.org>, "cnclmanfox@aol.com" <cnclmanfox@aol.com>,"
claudia4slowgrowth@roadrunner.com" <claudia4slowgrowth@roadrunner.com>, "
rmccoy@toa ks .org" <rmccoy@toa ks. org>
The council's decision to approve the construction of a Dick's Sporting
Goods store in place of 100 parking spaces and the removal of healthy oak
trees at the Oaks Mall is beyond absurd. Your pockets must be getting heavy.
I will do my own investigation to see who voted to approve this, and I make
sure to vote for any opposition running for those council seats when the
time comes.
Thank you for your time,
Kevin
COUNC LMAIL
DATE
1J
2100 Thousand Oaks Boulevard • Thousand Oaks, CA 91362
Phone 805/449.2121 • Fax 805/449.2125 • www.ooaks.org
Thank you for sharing your concern for the City of Thousand Oaks' use of glyphosate
and for the health and safety of our community.
The City is proud to promote a philosophy of environmental awareness and sustainability
and does so in part by utilizing an Integrated Pest Management (IPM) Program. This
program manages vegetation, insects, and rodents in an environmentally responsible
manner.
As part of the IPM program, the City uses a variety of methods for vegetation
management in compliance with current federal, state and local regulations. The majority
of all abatement and control of unwanted plants is accomplished through the use of
mechanical removal (combination of mowing, tilling, and string trimmers). The most
environmentally sustainable methods are always used as a first option to clear
vegetation and the usage of glyphosate is limited to targeted, infrequently traveled
areas.
Use of glyphosate is typically limited to the following areas:
• Public health and safety where utility easements must be maintained
• Locations within poison oak or other noxious weeds
• Areas where vegetation will contribute to mosquito growth
• Hard to reach areas where mechanical means are not practical such as around
poles, between fences, cracks in asphalt
Specifically relating to the Los Robles Greens Golf Course Turf Removal Project, City
staff is working closely with project managers to ensure alternative turf removal
applications are utilized. In addition, all City turf removal projects related to water
conservation only use mechanical removals.
Providing a safe and beautiful environment for the community is a shared goal and the
City will continue to pursue methods that support those efforts.
1)?Jvl1s
Regards,
li\~ rr ~ tmA. V-C:\~~ 1h·,~ re~Ot/ w~ ~ ro
Bi\ O\iicf\? vJ\t\o &~€6 i'he1r
~Yi\
O-YJo1A+ ~ Ut~b \A,£/~
of b~pO?a.te /~M-L\Jp ·
COUNCIL MAIL
DATE
~~
todks.ur ,_cJ
Invitations
July 22, 2015
To All Thousand Oaks City Council Members
You are cordially invited to participate in the Thousand Oaks Rotary Club's
-
14th Annual Midsummer Eve Wine Festival scheduled for Saturday, August
15, 201S.,at the Hyatt Westlake Plaza Hotel. Our afternoon runs from 4
-
PM to 7:30 PM with 500 dedicated wine, craft and fine food aficionados
in attendance. It is a great community event as well as successful benefit
Honoring Ventura (ounly S~iol
for the Special Olympics of Ventura County.
Olympics as its Major Beneficiary
Through your participation you are helping the Thousand Oaks Rotary
Foundation support scholarships to local students as well as the work of
Honorary Chair
Rafer Johnson
()()fflpiC 6ofd Afedaf ~f
the Special Olympics Ventura County organization. Our proceeds help
sponsor year-around training and competition for more than 700 special
needs individuals. This is sports in it truest sense as the goal is not to win,
try not to conquer, but to experience.
Admission to the event is $80 per person. As a courtesy to our City we
extend a price of $100 for City Council Member & guest.
Please
contact
Carol
Freeman
directly
by
email
at
"carolbfreeman@roadrunner.com" or 805 496 7526. We will place your
name on the attendee list at the registration table. No need for a hard
copy ticket. .
This is a valuable opportunity for you and the community to come
together in support of Special Olympics. We look forward to hearing
from you.
Sincerely,
Carol Freeman, Chairperson
Midsummer Eve Wine Festival
Payment to: the Rotary Club of Thousand Oaks Foundation
Rotary Club of Thousand Oaks Foundation
P.O. Box 1225 Thousand Oaks, CA 91358
Non·Profit 501 (c)3 - #77-0297455
,..... ,...
C-..J _,.
~
DAIE ]}, 2-Yf I({
S-
Awell cstabli.shed lnd highly respected attorney, entrepreneur, and
ptiilanthropist betore entering public ~ervice, Mr. Riordan was elected a:;
the 39\h Mayor of Los 1\ngdes in 1991. He encered office during a time of
turmoil for the City. From :he rebuilding efforts following the riots in i 992,
through the devastarwn or a maiorearthquake 1n 1994, Mayor Riordan h.is
been widely considered a cransformacive Mayor. He was reelected by an
overwhelming margin four years larer, with more than 60 percent of lhe
vote~s supporting .hi:; e~ons to imptove public safety, create quality jobs,
and reform Los Angeles. pu.bhc schools. Driven by a passion to foster space
for oth:rs to succeed, his vJSLonary leadership io. pui.>lic service, education
and philanthropy has had a significant impact on countless lives and
significantly improved tl1e fabric of the entire Los Angeles community.
The School of Management
at California Lutheran
University cordially
invites you to:
ENGAGE AND LEAD:
A Conversation with
Henry Dubroff, Chai rm an and Editor of the Pacific co.ist Busine~s Times.
member?! rhe School.of Ma?agement Advisory coun,:il, Henry
1.s the tounder of Pac1]lc Coasr Business Trnws. the weekly bus.incss journal
for the Central C~ast. ttenry ou.broffwill lead the conversation with Mayor
Riordan about Im exp~rte~ces m leadership rules, his new book The Mayor
(Post Hill Press). and his wide-ranging interests that span from education
to venture capital and private equity investing to national security.
~longtime
39th Mayor of Los Angeles
Thursday, Seprember 10, 2015
7:30 am -8:00 am
Moderator:
Yo~ ~nd. a g~est are cordially invited to join us in
th~s •.nv1tat1on-only ev:ent. This event is complimentary
to invited guests. but requires a reservation. Please register
and reserve your seat(s) today. Use discount code: RiordanFree
at: https://commerce.cash net.com/clusom or email
som@callutheran.edu.
Location:
Henry Dubrott, Chairman & Editor,
Pacific Coast Business Times
Host committee:
Dan Bane. C.EO. Trader Joe's
Kim Congdon, COO, Academy of Motiun Picture Acts and Sciences
Primo Custodio, VP HR, Stuclio Operations, Comcast NBC L'niversal
Brian Jcmelian, CFO, Yamaha of America
Harlan Levine, City of Hope Medical Foundation
Ravi sawhney. Founder and CEO, RKS Design
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Breakfast & Networking
Welcome by Dr. Chris Kimball, President,
California Lutheran University
Introduction by Dr. Gerhard Apfelthaler, Dean,
School of Management. California Lutheran Universil
Conversation with Mayor Rich.ud Riordan
Moderated Question & Answer session
Closing
l.'J
(..)
~-'
(/J
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r45am
8:30 ,1m
8:55 am
Lundring Events Center
California Lutheran University
60 West Olsen Road, Thousand Oaks
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COUNCIL MAIL
DATE 1 f;o /IS-
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Page 1of1
CityManager- Save the Date!
From:
To:
Date:
Carolina Guerra <carolina@vcapcd.org>
"'carmen4oxnard@gmail.com'" <carmen4oxnard@gmail.com>, "'motodata@roadru ...
7/2112015 11:50 AM
Sub.iect: Save the Date!
For maN kdol' 11lilOcJl1 cd 8ubln ,.., APCD Pubic lnl'onnadon f'1am&w, IOS-645-l-41 S. bertlara@¥c:apc:d.Ofl
or Amanda Hotnan~ E':icecvaYe DhC:Cor. GullwqJ CMclren~ ~805....f81-JOOS. am:andl@gulwtngs.ori
Carolina Guerra
Management Assistant IV
Ventura County Air Pollution Control District
(805) 645-1453
(805) 645-1444 fax
"Some peop le co me into our lives and quickly go. Some people stay for a while and give us a deeper
understanding of what is truly important in this life. They touch our souls. We gain strength from the footprints
they have left on our hearts and we will never be the same."
a:~~
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file:///C:/Users/cmdgarrett/AppData/Local/Temp/XPgrpwise/55AE31F8CT0%20MAINC...
7/22/2015
SIMI VALLEY HOSPITAL
50TH ANNIVERSARY
GALA SPONSORSHIP
Saturday, September 26. j015 =
RONALD REAGAN PRESIDENTIAL LIBRARY
40 Presidential Drive
Simi Valley, California 93065
·..
2015 SPONSORSHIP PACKAGES
PLATINUM $10,000
SILVER $2,500
VIP Table - 10 Guests
Full page color ad (inside front or back covers)
Program book recognition
Preferred Table - 4 Guests
Half page color ad
q,9LD $5,000
BRONZE $1,000
en
0
.
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Preferr~d Table - 8 Guests
,-_) ,.:.-,
Preferred Table - 2 Guests
F~ll page color ad
Quarter page color ad
fil:ografh
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INDIVIDUAL Ji:CKETS
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PROGRAM
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•
Ans:
Half Page Ad: $150.00
Quarter Page Ad: $75.00
REGISTER ONLINE
www.simivalleyhospital.com
·-------·-·········-------·----- --------------------------------------------------------------------------------·-----------------------·-···----·.:;::---·-·
Name: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Company:
Address: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __
City: - - - - - - - - - - - - - - - - - - - State:
Emal!:
Phone:
Zip: - - - - - - - - -
- - - - - - - - - - - - - - - - --1
$150 per person: ---- # of G~ts
SPONSORSHIP LEVEL
PROGRAM AD
D Platinum Sponsor
D Full Page Ad (5w x 8h) $300
Enclosed is my payment for $
D Gold Sponsor
D Half Page Ad (5w x4h) $150
D Paying by Check - Please make checks payable to the
D Silver Sponsor
D Quarter Page Ad (2.5w x 4h) $75
INmVJOUAL DINNER GUESTS @
.
Simi Valley Hospital F<lundation
~
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D Bronze Sponsor
Email color ad artwork by August 26 to
D Paying by Credit Card
D Individual Tickets
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VISA/MC/AMEX: _ __ _ _ _ _ _ _ _ _ _ _ Exp: _~
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File format: PDF (CMYK, 300dpi at 100%)
Amount: _ _ __ _
Views and opinions expressed by Simi Valley Hospital are not necessarily
shared by the Ronald Reagan Presidential Library and Foundation.
Signature: - - - - - - - - - - -
Please complete fuJ.th sides and return i11 the enclosed envelope.
Tax ID# 91-2135595
1----

WEEKLY COUNCIL MAIL Date: 7/30/2015

Transcription

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