City of Sunnyvale
Office of the City Manager
CO-SPONSORSHIP STATUS RENEWAL APPLICATION
FY 2002/2003 (July 1, 2002 – June 30, 2003)

Please submit application, attachments and facilities request form by
March 29, 2002. Late applications will not be accepted. Complete all sections.
To request an electronic file of this application in Word 97 for Windows,
send an e-mail to: igrassini@ci.sunnyvale.ca.us

Legal Name of Organization: Sunnyvale Leadership Development Institute
Tax-Exempt ID #:77-0530856
President: David D. Simons
Address: 1514 South Mary Avenue
Phone: 408-749-8227 E-Mail Address: davidsimons@pacbell.net


Note: To facilitate communications, staff will work with only one person on behalf of each group. Please indicate if the contact person is not the group president.

Contact Person (if different than above): Jim Telfer
Address:46774 Rancho Higuera Road Fremont, CA94539
Phone:510-366-0598 E-Mail Address:jjtelfer@yahoo.com

Fiscal Year 2001/02 Status

Fiscal Year 2002/03 Status Requested

 

85%

85%

Full (at least 75% of membership are Sunnyvale residents)

 

 

Full, based on 50% residency exception

 

 

Affiliated (at least 55% of membership are Sunnyvale residents)

 

 

Associated (at least 15% of membership are Sunnyvale residents)

  1. Membership

  1. Identify what year your organization uses for purposes of determining membership and budget. (For example, from January 1 – December 31; or July 1 – June 30.)
  2. From _____July 1____________ to ____June 30_____________

  3. How many total members were in your organization for each of the last two full years of operation? (Use your organization’s definition of year.)

Previous Year:

Year 2000-01 Number of people 15 (Count each person only once.)

How many of these members live in Sunnyvale? 13 or 85 %

Current Year:

Year 2001-02 Number of people 14 (Count each person only once.)

How many of these members live in Sunnyvale? 12 or 85 %

  1. Discuss changes that have occurred since March 2001, if any, to your group’s operations as relates to the following:

Group’s purpose:

No Change __x ___

Changes _____ (discussed below)

Community needs met by your group

No Change ___x__

Changes _____ (discussed below)

Membership criteria (i.e., age, geographic area served)

No Change _x____

Changes _____ (discussed below)

Fee schedules/dues

No Change _____

Changes ___x__ (discussed below)

There will be a charge of $1,500 tuition

Governing/Organizational Structure

  1. Do Sunnyvale residents comprise a minimum of 50% of the Board of Directors/Officers Roster? x Yes No
  2. Have your enabling documents (e.g., Articles of Incorporation, Constitution, and/or By-Laws) changed since March 2001 Yes X No
  3. If the answer to question 3.b) is Yes, have these changes been approved by the Office of the City Manager or City Council? Yes No
  4. If the answer to question 3.c) is No, please attach a copy of your enabling documents with the changes noted. please attach a copy of your enabling documents with the changes noted. These enabling documents are subject to approval by the City Council following a review of the criteria set forth for consideration of co-sponsorship status.
  1. Insurance Coverage

  1. Is a copy of your group’s current certificate of liability insurance that states coverage amounts and policy period attached to this application?
  2. Yes ___X___ No ______

  3. If yes, is the City of Sunnyvale listed as an "additional insured"?
  4. Yes ___X___ No ______

  5. If no, is a letter attached to this application requesting a waiver of the insurance coverage requirement?

Yes ______ No ___x___

 

Note: PROOF OF CURRENT INSURANCE COVERAGE OR AN ANNUAL CITY-APPROVED WAIVER IS REQUIRED OF ALL CO-SPONSORSHIP APPLICANTS.

Exception: Organization may petition the Office of the City Manager for a one-year waiver of the insurance coverage requirement. A letter outlining the basis for an insurance waiver must be included with this application. If the request for waiver is not granted, the organization will be required to provide proof of insurance.

  1. COMPLETE BUDGET SUMMARYOR ATTACH A COPY OF YOUR BUDGET

Please complete the following Budget Summary---OR---Attach a copy of your budget for your current and last fiscal year (as defined in 1.a.), including a complete listing of revenues and expenditures. Do not include in-kind services in your total income. Round all amounts to the nearest dollar.

 

 

BUDGET

 

 

Actual Last Fiscal Year of Operation

Current Year of Operation

Income

Beginning Balance

$5,000.00

$6,700

 

Membership Dues/Fees

$38,000.00

$27,000

 

Fund Raising/Donations (Cash)

$5,000.00

$7,500

 

Ticket Sales

00.00

 

 

Concessions

00.00

 

 

Sponsors

$35,000.00

$33,000

 

Other -

$5,000.00

 

$1,000

A.

Reserve Funds

00.00

 

 

Total Income

 

74,200

 

 

 

 

Expenditures

Salaries/Employee Benefits

$50,300.00

$54,000

 

Prizes/Awards

 

 

 

Insurance

$1,300.00

$2,400

 

Concession Supplies

 

 

 

Uniform/Equipment Purchases

 

 

 

Office Expenses

$19,000.00

 

 

Refreshments

 

 

 

Printing/Publication/Promotions

$6,500.00

$8,500

 

Transportation

$1200.00

$1,500

 

Other -

$ 4,000

$7,500

B.

Total Expenditures

 

$73,900

 

NET INCOME (A - B)

$6,700

$300

STATEMENT OF COMPLIANCE FOR CO-SPONSORSHIP

I (We) have read and understand the requirements for Co-Sponsorship as outlined in the Policy and Guidelines for Obtaining Co-Sponsorship Status Within the City of Sunnyvale. In compliance with the stated requirements, I (We) agree to do as follows:

I. COMPLETE ANNUAL APPLICATION PROCESS

  1. Submit application packet to the appropriate City department by the established deadlines.

II. DOCUMENTS AND PUBLISHED MATERIALS

  1. Include the statement "Co-sponsored by the City of Sunnyvale, Office of the City Manager" on all materials published by the City of Sunnyvale.
  2. Include Americans with Disabilities Act (ADA) Statement on all publications.
  3. Submit documents and published materials for review by assigned staff liaison prior to publication in those instances where the City is to pay for printing or is to reimburse the group for printing.

III. ORGANIZATION

  1. Maintain non-profit and tax-exempt status under state and federal laws.
  2. Maintain a membership ratio of a minimum of 75% Sunnyvale residents for Full Co-Sponsorship; 55% Sunnyvale residents for Affiliated status; and 15% Sunnyvale residents for Associated status.
  3. Elect a slate of officers that has a ratio of at least 50% Sunnyvale residents.

IV. REPORTS/APPEARANCES

  1. Submit the following notices or reports to the assigned City staff liaison:

    1. Changes in Board of Directors/Officers, regular meeting time and place, fees or membership dues.
    2. Submit all changes in constitution and/or by-laws to assigned City staff liaison for approval by Council in accordance with the terms set forth in the Co-Sponsorship Policy.
    3. Participant data as requested by the Office of the City Manager.

Signature of Organization President

 

RESOLUTION/CERTIFICATION

WE, THE BOARD OF DIRECTORS OF Sunnyvale Leadership Development Institute

DO HEREBY RESOLVE THAT ON March 12,2002 , THE BOARD REVIEWED THE APPLICATION ENTITLED Co-Sponsorship Status Renewal Application, SUBMITTED TO THE CITY OF SUNNYVALE FOR CONSIDERATION FOR FISCAL YEAR 2001/2002 AND, FURTHERMORE, THE BOARD IN A PROPER MOTION AND VOTE APPROVED THIS APPLICATION FOR SUBMISSION.

WE HEREBY CERTIFY THAT THE AGENCY MAKING THIS APPLICATION IS NON-PROFIT AND MAINTAINS TAX-EXEMPT STATUS IN THE STATE OF CALIFORNIA, AND HAS COMPLIED WITH ALL APPLICABLE LAWS AND REGULATIONS. WE FURTHER CERTIFY THAT THE INFORMATION PROVIDED IN THIS APPLICATION IS CORRECT TO THE BEST OF OUR KNOWLEDGE.

WE HEREBY PROPOSE TO PROVIDE THE SERVICES IN ACCORDANCE WITH THE CO-SPONSORSHIP POLICY OF THE CITY OF SUNNYVALE AS STATED IN THIS APPLICATION. IF THIS PROPOSAL IS APPROVED, IT IS AGREED THAT RELEVANT FEDERAL, STATE AND LOCAL REGULATIONS, AND OTHER ASSURANCES AS REQUIRED BY THE CITY OF SUNNYVALE, WILL BE ADHERED TO.

FURTHERMORE, AS THE DULY AUTHORIZED REPRESENTATIVE OF THE APPLICANT ORGANIZATION, I CERTIFY THAT THE APPLICANT IS FULLY CAPABLE OF FULFILLING ITS OBLIGATION UNDER THIS APPLICATION AS STATED HEREIN; AND FURTHERMORE CERTIFY THE APPLICANT WILL ADHERE TO THE STATEMENT OF COMPLIANCE THAT ACCOMPANIES THIS APPLICATION.

THIS APPLICATION AND THE INFORMATION CONTAINED HEREIN ARE TRUE AND CORRECT AND COMPLETE, TO THE BEST OF MY KNOWLEDGE.

DATE: Sunnyvale Leadership Development Institute
(Organization Name)
BY:
President of the Board of Directors
on behalf of the Board of Directors

Attachment B Part II