HomeMy WebLinkAbout0485.095•
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City of Palo Alto
City Manager's Report
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TO:
ATl'ENTION:
FROM:
DATE:
SUBJECT:
REO[IEST
HONORABLE CITY COUNCIL
POLlCY AND SERVICES COMMInEE
CITY MANAGER DEPARTMENT: Public Wocks
November 9, 1995
Palo Alto Tree Task Focce Business Plan rOt' the Proposed
Nonprofit Tree Organlzatioo
This report transmits 10 the Policy =:I Services Committee. fur its review and approval,
the Palo A1ro Tree Task Force Business Plan for the proposed Nonprofit Tree Organization
and the recommendation from the Ui:J1ities Adviso<} Commission 10 appcove the use of
Utility Elecuic fim<fmg as described in the attached Business Plan.
RECOMMENDATION
This report recommends on bebalf of the Utilities Adviso<} Commission, 1ila1 the Policy
and Services Committee review and consider the proposed Palo A1ro Tree Task Force
Business Plan for the Nonprofit Tree Organization, and furward its comme!115 10 the full
Council for discussion on December 11, 1m.
POLICY IMPUCATIONS
While no policy implications are directly incurred as a result of the Policy and Services
Committee action on the recommendation contained in this report. the major policy issues
associated wilh the subsequent action(s) 10 be cndertaken by the full Council. as • result
of both thls and the .Finance Committee action on the full spectrum of Tree Task Force
issues. wiU include increased service levels. funding, staffing. potential new revenue
sources. and new regulatory measures. The extent of such policy implications will be
determined by means of both future City Council action on the Committee
recommendations and subsequent budgetar)' and Municipal Code action.
EXFAmyE SUMMARY
At the August 8. 1m Policy and Services Committ.. ... meeting, staff was directed 10
submit 10 the Committee ;he Nonprofit Tree Organization Business Plan Proposal
(Business Plan) upon its completion. In. CMR:37S:95. staff requested ilial the Policy and
1'>&.lon
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Services Coom!ittee refer !he Business Plan 10 !he Utilities Advisof)' Cmnmissioa (UAC)
for its review and approval. On November I, 1995. staff submitted the Business Plan 10
the UAC; and pending full Cooncil'. final approval. the UAC vola) unanimously (W) 10
recommend E1e<;tri;: Utl1ity funding as indkate<l in the proposed Nonprofit Tree
Organization Business Plan.
The Business Plan was also submitted 10 the Finance Committee on October 26, 1995
(CMR462:9S), for its review and o1SCUSSioo prior 10 the November 9 FllWlCe Commlttee
meeling pertaining 10 funding alternatives.
All recommendations from tile Policy and Services Committee and Finance Commlttee are
lentatively scheduled 10 go 10 fun Cooncil on December II. 1m.
FISC4.J.IMPACf
The proposed fun<fmg is contingent on Council approval and would require fun<fmg from
the General Fund, based on • declinlng three year projection and ongoing funding from
the Electric Utility as described in IJ-.e attaChed Business Plan.
F.NVIRONMF.VfA(. ASSfSSMENT
There ;,; 00 environmental asses5IIlent required in conjunction with tills report.
AJTACUME/IoT
Palo Alto Tree Tast Force Proposal for • New Nonprofit Tree Organization
PREPARED BY: Shari Reynolds, Public Works Administrator
DEPARTMENT HEAD REVTEW: -..... ~~'S. :2 ...... ~J~.~f441~=fu=.&«_ 'GLENNS. ROBERTS
OiIecIO< 0( Publk: Works
ClTi MANAGER APPROVAL: --.,i\ww~M"'~~"'~~GI1lo!o<·"'\\r----~Manager
ceo Tree Tast Force
CMR.;48S:9S hge 2 0(2
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Palo Alto Tree
@
Group
(Placeholder Name)
Proposal for a New
Nonprofit Tree Organization
0ct00er 19. 1995
Wendy Denton (consuM.Dt)
With input from the
Palo Alto Tree Task Fcrce.
Public Works Staff. Uulities Staff
TABLE OF CONTENTS
SUMMARY ........................................................................................ 3
PROPOSAL
Pro~ram.
Planting and Earl, Care .................................................. 6
Education __ ........................... _. __ .... _ ._ .......... _ ... _ ...... _._ 1
Organizanoo
Overview ........................................................................ g
B-Jaro of Dire.o1OOi _ ....................................................... 9
Paid Staff ................................... _ ................ _ ........... 10
Or,ganizatkmal Ful1\...--tions ........... __ .... _ .... __ .....•. ". __ .....•..• 11
Volunteers ~ ..... __ .................... __ ...•.......... _ ...... _ .... _ .. _12
Imp1emeotatioo
Incorporation ............................................................. _ 13
Tuoeline ..................................................................... _14
Bodget S.mmary ....................................................... _15
APPENDICES
Utilities Connection .. _ ............ _ ... , _._, __ . ___ .... _ ............. _._ .......... _.18
Experiences of o..her-Tree. Organizations ..... _._ ...................... _ 20
PArG and other Tree Groups .................................................... 22
Preliminary Planting Plan _ ...................................................... 24
Detliled Budget ......... _ ............................................................ 26
__________ 6)"",,.<-_ ta,. ralo Alto Means Tree: ... ~ ____ _
SUMMARY
Mission
Woricin! with residents, ",hoots, businesses, and City departments, !he Palo
Alto Tree Group (pATG,. placehDlder name) helps erea'" .nd sustain I
eomprebensiv: and Wiving forest in Palo Alto.
Programs
TIle PAlO gives equal emp'haSis to its core programs: Planting and Early
Care. :tnd Education.
Planting and Early Care
The PATG works with residenL'i,. scbooIs. business. and the City &0 p!ant trees
Me! '" pro';de f<J< !heir early care. The planting rare begins at 100 trees in Ille
first year 1:0 debug lhe system. 'incn:asing as the lr3ined vDluntee[ base grows.
Education
TIle Educatioll component consists of twa programs: tree care (&0% of educa
tion program) and the Riglu Tru in '"'" Riglu P'.act (20% of education pro
~) wruck prim:lrily affects trees in utility line areas.. The activities given
below support both programs:
• Cocdoci public workshops.. support programs in schools. and wod
with other community c.rganizalior.s 10 promote an unde~tamrmg and
appreda6oc. of tree care and the prol'Cl selection and siti'lg of trees.
Cons.uit wirn individuals f.or specific needs such as tree care and
planting in utitiIy line areas.
• MiUntain a tc!lepbooe h~dine for questiODS abolll public and private
trees.
Create and distribute educ-ational materials.
Nonprof1t Tree Group Proposal 1()l19l9; 3
---------L ~ P.JoAtto Means Tree'" --'@".,;"-----------
Benefits
Trees planted and cared for-by vo1untee1'3 have higher survival rates
111 .. typical contraclOr-planlCd trees. The PAro involves the propeny
owner ill the selection and siting or !he tree, obwr.s a commitment &0
care for the tree. !ive.s informatioD on bow 1:0 care for the tree,. distnb
utes I newsletter which has care remInder.~ and f{)Ilows--up with
mainter.ance projects. In the case of C1l)I trees, only the planting, at I
lower rate than required'" keep up "'i<l1 erupry sites, is being done by
the ell)' now. (The plantingco&s will have '" paid by the City wbelhec
the PATG exists oc not.)
• Trained .olunteer sopervisors will oversee the plantings, reducing the
burdeB on City staff and ensuring quaIity co-:nrot
• The equal emphasis on elfucation should work 10 reduce unnecessary
damage 10 trees such as sopping and severe pruning. This will result in
longer Iioing and heathier trees, giving. better retUfll on the planting
investment. Currently Ihe Ciay pro\'ides DO edocation on trees.
_. The fATG will banc!le citizee concerns. complaints. and que-stions
aboul City trees. The Clirrent City staffing level preclodes return'tng
most pbone caDs for information.
• Education OD locating the right tree in the n.gbt place will reduce line
clearing cD<ts.
Organization
The PATG is I oewly--creli1Cd oonproftt membership organization initially
operating t:.ndec me admi!1iStI'iitive urnbreTIa of the Peninsula Conservatioll
Ceuter Foundation. A Board of Direc"' .... initially appointed by the Cgy
Council.,. se1S policy. The Board also foIlma:s up on the recommendations of
the expiring f>d!o Alto Tree Task Force. Paid staff. consisting of an Executive
Dires;t.or .. Administrative Assistanl, and Volunteer CQOrd1natOf~ coorlfmate me
effons oCvolur.tecrs (011<..,100 by the second year) wbo do the work of the
enterprise.
Nonprof>! T= Group Proposol liJ'I9i9S 4
o ~ '2110 ~"to Me-ans Tree .... -,® .. ~-:IL. _____ _
Budget
n. bud'gel U ca1c~la"d '" i(w FAIG had to pay all costs .iIMu, GIl) iI!
kJJid ",nJributivns ... c~ os compUIVI. GIld ojJict spac ..
Funding Sources
Oenernl Fund Seed
Utilities
Grants, Planting, <Ie.
Year One
$143,610
$131,797
$ 11,814
()
y""Two
5172,715
5100,920
S 14,800
$ 56,996
•' ... .... . ... .. " .... ",""
~UL .. lnU. UiL ............. . ..... .
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o Gonn Fund
• utmty
SI93,197
$ 48,930
S 16,7S7
$!27,sW
iJ Gran~ Planting. etc
Aftu Sllbtracling the Utility funalIlg. the General Fund ""'" money pfO\;des
100'10 fund"lIlg the first year, 61% L'le second year, and 34% the secord year.
The rest of (fie funding will come from grants, members/donors. foundations.
prantIn~ CODttacts, etc,
A booge! summary is aD paCe IS and the cletaiJed budge< numbers sun 00
page 26.
Utilities Connection
Wbile in general it is certainly not the desire of the PATG 10 reduce the 0 v.raJl
canopy or trees.. d\e.ce are many cases cf d\e wrong tw! in (he wrong place in
utility line areas. The PATG '>'ill conduct I Rigb! Tree in the Righl Place
program 10 prevent inappropriate = being placed near pewer lines and
work with property owners tc ;1:J."Dove trees.. The Costs of the program reach a
break evea peint in 9 to 10 years. Please see page 18 (0£ cletalls.
Nonprofit Tree Oroup Proposal HY19l9S
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______ -'L r .. Palo Alto Means Tree ~ @
PROPOSAL: PROGRAMS
The l'-olo AlIo Tree (!roup (PATO •• plocehulder nameJ has two core programs
which it emphasizes equatty: tree planting and cady care, and educ:atiol!..
Tree Planting and Early Care
City Street and Park Trees
Under contract [rom l1'.e City and in close coordinatiotl wil.'I] the City Tree
Section, lite PATG plants Cily >treel and pari: """s. The planling roUe will sun
with.. 100 plants illld gradually increase as IDe lrill ned volunteer base gro ws..
(A preliminary Cily!Tee planting pian is in lite AppenoiX on page 24.)
Initial plantings will be in high ,isibilit)' siles in orde.-ID promo", !he PATG:
Exarn~les include _rial streets. pan. ... and lite Mlyo<'s fronl yarl1
l'fon-Ci.ty Trees
Other tree ptantin~ projects address omer k"oC3 Gons 'SOCR as school and busi
DeS.! sites.
Early Care
I( takes fiVe years 10 plant a tree. Newly planted trees need regular watering.
limeJy removal of Slakes, and annual pruning 10 ou-eclfenhance growlh and 10
create I structurally sound tree.
Propeny owners adjacent 10 streel trees are instructed OD the proper wate ring
of crees a..,d in their ead, mainleD3IlCe. Property owners enable to do rnaiote
na.nce. are 'helped by lioIunteers.. A core group of trained volunteers Wlli prune
new Cily lr""-' according 10 stand.,.ds SOl ~y !he Cily AItorist.
Noopro6tTree Group Propos:.! 1C>'19I95 6
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___________ e_-__ ,... Palo A..'to Means Tree ~ -,Q",-: .. -'-_
E.c:J u ca ti on
Much inadver.eru damage 10 trees can be avoided lhrouZh education.. Many
problems socll as large trees rlanted under power lines can be avoided by
p1anllng !he right""" in !he rigbt place, The PATG has two core "due.noD
progr.uns: tree care (00% of education program) and !he Ri~ht Tree in !he
Right Place l~ ofedu<:aUon prog',,,) whicb add,.""s trees in otility fine
areas. Edocatio. will be done tbrougb I varie1y of methods 10 • wide range of
audiences. AN of !he generally stated activities would apply '" bo<b prugFomS_
Work with Oroups
Hold pu.blic seminars on such topics as the care of Dative oaks.
Make prest':ntations on tree care and appropriate ptanrIn,i! 10 groups
such as nei,ghborhood organi.7..ations..
• Develop programs for scbools.
• Devise progra.rns 10 promote beiler tree practices and appropriate
planting for real estaie developers. ("OOL'IlClocs. ek:'.
Partic~iJilte in community fairs an" even ts.
Work with Indio/duals
Volunteer lnuning.
Telephone hotline for answering questi<Jns about individual public and
private uees.
• Dooc:UHloorcampaign specifICally urgeting beritage oaks.
• Wed:: 9o"ith propeny ov.mers in utility line areas.
Supply Educational Materials
Supply educational bandonlS (printed and >ideo) on I range of lOpies
sud as tree sek:cOOI'l"" bow k> prune, basic needs of trees., etc. Obtain
!he bandO\lts boll! wougb !he pun:base of exisUng material and in
bouse development
PubrlSh quarterly newsletter fer members., people 'a-'bo ba;;e received
uees. City staff Iial.';ons. etc.
N<>nprofItT_ Group Proposal IOIl9l95 7
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_________ f). ... 1"4110 M..o Me~ns Tree ;ta.. _@::t::' ~. ____ _
ORGANIZATION
'[be «g.anizatio!J chart shown bekl'w summarizes !:he PArO OIianization.
Double-fine boxes indicate paid staff positions; the dashed line ind"iCates I
positiOD that EnnSitions from volunteer to paid.
Board of Director>
Marketing: Administration
VOUJNITERS
The Boonl of Din>:1DrS sets PO~CjL The Executive Direaor is charged .. ilb
day-to-day managerncnL and is responsible for implementing: P • .&JG programs
with the assistanCl; of kq 'iolunleefS.
The PATG utilizes %>O'.h pa.id staff and volunteers.. Otber tt't..-e groups have
found that aTI.volunteerorganizations are l1treatened by volunteer burnout.
Tbt:refore. the Executi .... e Director and Administrati,,'C Assistant are paid
positioos. In I1te 5eC(.l{Id year. as the Dumber of vofunl,eers increases, !he
Volunteer Coordinator becomes a pald positior-.
A single key volunteer manages eac~ PAro secUo~ wor\ing. with 1he Execu
tive Director 10 create and implement the programs and supponlhe organiz.a~
000.
The lIoTunteers are the foundatioll 0( L'"ae PATO; the organizational superb'truc
nne above dlem only exists la sUpport l1le voIunl.Cers as the people .... 'ho the
wOO: of the PATG.
NonprofitTree Group Proposal 1<Y19/95
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__________ 0_" __ 1:*-ralo Afto Means Tree ta.. -'(]),,''''''''--_________ _
Board of Directors
Responsibilities
The Board provides !he guidone., energy. and spirl! nece=ty '" establish !he
purpose of Ihe organizatio.~ KI enSure its continui%y. and ;0 shape its future.
The Boa:'d is oespoosible for:
• Proiram&: annual program objectives and e .. ·allJ.atioo tI".ethodology.
,. Organizational Continuity: continued leade.-ship. recruitment of Board
memberY'Exccuuve Direcwdkey vctunteeB, personnel poI:icies.,
.compliance with laws aiid regulations..
Funding: funamg policy. fund-raisin,. effeotivc IISC of funds.
• MarketinglPubli<: Relations
• Planning and Evaluation: }(mg-rang.~ planning.tnd evaluation.
Confinumr, \:he role or 1he. Tree Task Force: after \he Boa...-d comes up
to Spec" it "'iIl replace If .. T"", Task Force. They "ill fonow up O!l Ille
resean;1I. and recommendations of Task Force,. induding: the servir-e
levers of the City Tree Sec60n. ll'.e tree management plan, coonfma:ion
among C:i..)' departments. and me proposed tree prote.ctiOD and man
agemem ora1l13nCe.
Composition
FoDowing in <he footsteps of !he Palo Aho Chrld Care Council and h'>e Palo
Alto Senior Coordinating CQuncii. ~ inhial PAIG Board members 'Wrrili be
selecle<l by !he C><yCO'Jncil.
The i<!ea} Board -..oold hil .... e .about 15 members:
I atborist
1 representative from City government
2 me robers from !he Tree Task force
] pc:rson from a 1oca1 corporatkla
] person (rom real estate development business
] educational: prof€"ssional
1 public relatiGns professional
·2 fund'-raising (: llperts
lanomey
1 accountant
3 members from we commuriity at la~
Nonprofit Tree Group Proposol 1<Y19I95
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__ -,-______ -'f.) .... <e-_ ~ ,palo AJto Means Tree" ~ -'@,,"--''''. __________ _
PaId Starr
During Ille [IN year.1lle PATG .. ilI te st&ffed with. fun-li",e Executive
Director an~ • full-tiroe Admlnlstra,h. Assistanl (hlred by Ille Executive
Disec1or~ In Lie second }eat. a run-time Vo!un<eer Coordirullor will be added.
l:xecutive Director
The Executive DireC\()(. wor1dng "'ith Ille Board of D'.recIOrS and key vclun
tre.-s:
• Is p!.!>prOnsJcle for C"R:ating alllhe imp1ementaticHl plans: development
of programs. .olunleer coordination. funding. marl<e ting/PR. and
administration.
Is responsible roc !be day-IO-day man.gemen, of 11-.., PATG.
Develops and carries out an annual operating plan and budget
• Raises funds {appro~rnatel)' a halftime comrniuoent).
• Hlres and supervises the Administrative Assistant and Volunteer
Coorcfmatoc
Administrative Assistant (AA)
The AA suppOftS the executive ilirec!OC Helsbe Dnderstands !be programs of
the PATO and communicates !hem effectively '0 !he community. Hefshe does
most of the WtiaJ \o'ofunteer coordin~tion and manages the office activities
sucb as send'mg out information p;lCkel~ mOlintairUng the oonoomemberstdpl
\lotunteer databases.. -ordering:. lind so forth.
Volunteer Coordinator
N the Qumber of volunteers L'lCreaseS. a fun-time paid staff position will be
needed in !he second year for >OlUIlIeer coorlfination. The Los Angeles group
TreePeopte nOtes: "Our success bas also beel) in engendering voluntary citizen
action. Although most TreePeopte staff members work lWith volunteers in
some way. someone bas always had the SpeciflC JOO 0( coordinating volu!l
leers. The job includes ~ruitment and orientation. facilitatioo.. support, and
ackno",ledgrnent-acknowledgmenl being prime on !be list of responsibili
ties..-
Nonprofit Tree Group Propos:oJ I (J(19195 10
_______ -'_-.:.._e_-_-__ ~ falOAltoMnnsTree ~
Organizational functions
Programs
1be ptantIng and edolc:.tion programs are descn"bed in the previous section of
ws repon.
Volunteer Coordination
A Volunteer Coorcfmalor is needed 10 coordinate the activlties of the at least
tOO \lOZUli ~ who will do everythin~ from tree planting to answerL'g the
",lepbone bolline, Ensu..wg thai these VO]'Jl11eerS feel productive, needed and
appreciated., and mOl\ they are having a 800.1 ti.'1le in the procen. is essentiallll
main caining volunteer enthusiasm.
Advice OIl recruitirog and training \jo!unteers has been ~:r\,ieB LO the Tree Task
fOl'C< ~1 thuonsultant
Funding Development
A Sf.X.'cessfuI tree group requires a diversi.fied fundin8 base beyond the income
produced by contract pianlIn,g. Di\l~rsitication dc:crease.;;. the PATG's vulner
abili::y 10 uncertainties and Ilnfore,seeabte changes in funding: sources.
City.seed money.for the PAIG ~Iines over three years, makin.g ii important
(or Ih<: fAro 10 regin enroUing altern.,. fUDlfmg sources immediately and
cootinuously. The Board, Executive Oi.roctor. and "key voJuntee[ will de~elo'p
I plan 10 build a diversif>ed b.ase of support including memberships. philan
lhropists. fOlJndaLoru;. corporations and government g..'4fits. Other sources of
funds,. sucll as workshops and meR::bandlse. win also be eJtpIored. A s...hort
profess;ODaD} produced video ~il1 be developed 10 presenl Eile PATG favor
ably. co~ntly. and succincdy.
A reasonable rule of thumb for developmeru: acGvities is the fonuwing level of
monthly activily: f0:UI f Dundat10n proposals., tea conta<;ts 10 corporations!
businesses" and N'eory dcve1c'pment-related activities (contacts, events.
letters, meetings., etc.) The consultanllias givCB the Tree Task Force soggested
approaches for an of the soun;:e'S.
Nonprofit Tree Group ProposoJ ICV19l95 II
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__________ -'@"·L-_':-'FaloArtOMeanSTrc-cn._@"'fo.-___ _
HarketingjPublic Relations
Marketing and public relations increase public a warenes.5 of the Palo AJt.o
T:-ee Group in order 10: Ij ereale opportunities for public <due.lio", 2) attract
volun""' .... and 3) attract dono~ The Board oCDirectors ""d the E.e.;utive
[)ire(..'tQr wor\. together -.:j th a key '\Iofunteer to devise an eneIi-etiC' mark~ting
pI"" Illat 1Vill both lau"". the Dew 8I"O\lp and lay the foundatioD foc oo~oing
comm~nity a:wareness. Comm\lmty and go\:ernment partnerships a.-e natural
vehicles for I pu.blic awareness C".unpaiga and are mutually benec-:.ocial.
Elements OC. marketing plan hAY< bee. giveD to the Tree Task Force by tlle
ronsuimnl
Administration
Volunteers assist me Executive Director and Administrative A.ss:U,.1arH in
maintaining: !he dalllba.ses... offICe equipment and facilities, establishing offlCe
procedures. ele.
Volunteers
Maintaining a larEe active pool of lIotunteer5 is the ley 10 &he success of the
PlIlo Alto T_ Group.
Key yolun leers win be mose who make major commitments '0 do basic
orgaruzatiooa1 funcuons for the nonprolit the educatioD prog~ marketing.
elC.
The fOUDdaDoD oC the PATG is its base oC V01UDtee ... who dig holes. "'aiel", and
prune; wfIo conduct progr.iffiS in schools; who produce tbe newsletter and
ans .... ei the phone. The "upJ:U levels'" of \he organIzation exLo;;t only l£) enable
Ole \o'olunleers 10 do their work cff«,l.ivefy.
The PATG aims 10 have 100 active volunteers on board by the end oCits
second year.
Nonprofit Tree Group I'ropos:l! 1(1119195 12
__________ 0_· __ it'&-faJQAlto Means '!ree ~ ~. _____ . _____ _
IMPLEMENTATION
This section covers how the PxrG will be launcbed: the legal issoes of creat
in, the """profit sta,us,,, nmeline of activities for <he flrst year and I budget
summary.
Incorporation as a Nonprofit
For fund-raising purposes it is necessary fot the PATG 10 gain nonprof!t status.
Most funding sources ,..ill give only 10 a .Dooprofrt organization.
Nonprofits an: .s"olly est:lbr",hed 10 ac<o",pHs!! specitlC purposes of benefit
$0 the public at large, a segment of the community. or I particular member
s.,fp. They are c1assif.e4 under special tax statu"'" an IRS 5()l(cX3j Donprofit
c1assiflCation exempts ihe nonprofif (rom federal and state !ncmr.e lUes. To
00Qi. 5()l(~)o'.3) ,""us involves extensive paperwork and red tape. Double
entry book.keepin~, p:i)Ton (.aXes., audits, docurn~,,[;l60n of ongoing activities
etc. a.-.oe ongoing requir~men~ 'Of. nonprofll status.
To iaunch l~ PATG quickly. iI. will begin openoon under the nonprof:tt
cmbreTIa of the Peninsula Conset'llati<:ln Center Foundation (PCCF).. AIJ..,--r 18
montl'-.s,. the PATG should consick:r wbether 10 stily under the umbre1Ja of the
PCCF oc be;;ome an independent opel'atl.on.
The PCCf levies a 7% surcharge OD a..'1 L"'lCoffilng monles in. order \0 pay for
(be accounting costs of an banking activities. Jlayron, and paymO tax filings.
If the PATG leaves [he ombreDa of the PCCF. the PxrG will bave 10 <ontIa<:l
out for accounting services.. The budget assumes PATG is on its own in the
thfrd year.
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8\ ~ _________ -'w,,· <O..._:a-I'alo An.o Means Tr~e .t&-____________ _
TimeIine
Here are the activities =d<d 10 SUilt up the PATG.
D«tmbey '951January '!16
City Council appoints Boanf of DirecIOrS.
Tree Task Focu initiates searc~ for E~ecuti\le DireclOc.
EstabI1sh relalioruhtp wich PeainsuIa Conservation Ceoa foundation.
F.l>urary/Man:~
Boan! infer..-iews and hires Executive Director (ED).
s..t op offx:e.
Recruit key volunteers..
Initiase search (or Admintstrati,,'e Asslstant.
AprillMay
ED inrerviews/hires Administrative Assistant
ED creates pfans f()( programs. volunteer recruiunent, fllnding develr....p--
menL, and m:h:"eting ("Of revie .. · with the Board.
Issue press .,lease" descnbing PATG l!Ild ED.
RUD :name and Jcgo design contest foc new organization.
Plan' Arbor Doy Ire< in Ihe Mayor'. fron! yard.
June/Jul]
Fol'low plans f(}(' progr.!ms. r unding develo,pmeDt., etc.
Contacl schools, neighborhood associations, bcsir.esses. Cle. 10 introduce
DeW organi7..at.i()n. recruit \loIuntcers.,. fllnd-raising coniaCts., elC.
Develop pTilllting plan with City staff.
De,~lop "Ri~h' rr« in Right f'1a<:e" plan ,,"'ith ClljI st.ff.
OrieOl Alld train vo1um.een, for initi at progr:lTlls such .as oak outreach!
educatiolL
Publisb semiHnn ual Fe port.
ADgust/SeptLmberAA-wber
Fonow plans.
Purchase planting equ;pmcnL
Orient and train plantin~ volunteers..
Publish first issue ofquarterly newsletter.
Commission promoDonal video+
NovemberlDtcember
""now pIon ..
l'Ion~ plane planL
PubrISh annual repon.
Nonprofit Tree Group Proposal l(),19l95 14
--------....--"
"" .. , :-.
_________ $.::' __ l'6-PalO Alto Means Tree .... ...2€} .. ~.' :...-________ _
Budget Summary
Below is the estimate<! ~udget summary foe the fltSlWu years of the PATG,
DetaIled budget numbers are in the AppendllL
T1Ie budge! is pres,nl<d OJ if the PArO had 10 pay all cor .. wi'hout any VI lind
contributions Jlt~l a.r donalions of compuurs, offict spactj tIC.
YEAR
1 2 3
SAIAAIES<BENEFlTS
Executive Oirec'lot $54,000 $55,010 $56,1&2
AcJmjnlSlrativ8 Assistant $16,720 S25,45~ 525,9Se
VohJ!'lleer Coord7nalor $0 $S6,000 $S6,720
SAIJJUESIBENEflTS SJJB-TOTAL S72,720 $116,539 S111,170
AllMINISffiA TJONIOFACE
~ipmenl & fumr!ure $!7,7~5 $4,190 $700 R.nI $20,475 $11,550 $11,550
Insurance .. SUpplip.s. Training, etc. $11,225 SI1,457 $11,957
Accounting lervices $11,000
ADMIN ISTRA TIONIOFFICE SUB-TOTAL $49,415 S33,IQI $41,201
PFl:lGI>,AMS
Planfing $1,500 5600 5600
Educa1ion $5,500 $5,0'-0 55,320
VoTunleers $5,000 $6,000 $7,000
Vdao $20,000
PROGRAMS sue, TOTAL SI2,COO SI',0I0 $33,120
TO'rAl $134.215 $161,416 519S.1H
PCCf Accoonling Fee $9.395 SI',299 SO
TOTAL EXPENSES $IU,610 $112.715 $19),187
GENERAL FUND SEED MONEY $131.191 S100,920 sU,sn
91.8% 58,4% 25.3%
UTILITIES fUNDING SII,lf4 $14,800 $16,757
8.2% !,6% 8.7%
OTHER SOIJRCfs 0 $56,U6 S121,510
33% 66%
Nonpror .. Tree Grou~ Propos:>! 1<l'1'lI95 15
_______ _L ~ Pillo AH.o Means Tree l'&--'@"ft.,"' .. __________ _
SAURIESIBENEflTS
The solary figure includes be:>efits calcula"'d ., 20% of !he salary.
The rust Y" ..... AA salary is for 9 ",onlbs of !he year.
ADMINISTRATIONI()I'fJ(:f
Accounting: services foe Lhe flW. twa years are included: in Ole Peninsula
Conservation Center Fou~datioD fee. 1bey are contracted out in the lhird :year
assuming !he PATG becomes an imlepecdent nonpro6t.
PROGRA.\1S
The prograrru. componene of the k>tal budge' is relatively smaH for two rea
sons. The product being planted. trees. will be paid r", by grants. res;dents. or
~ CflY-The!.abor cost for' the p1a:nun~ and educaUo!l programs is "free" since
it is done by volunteers.
The video.is a one time cost II is iI brief proJe.s.sion:tITy "one video presentIn,g
!he progran>s of !he PATG. k can be "sed as an introduction'" any type of
presentation witb l1le speaker fotlo .... 'ing-up on t1le particular purpose 0{ the
meeting:: (wid-raising, ""oIuntur recruitment.. edlX."'3:lion. ~tc. It can also be
used at public events suck as communIlY fairs where it can be slIow:a. On I
conti."loous basis Olll porutbk: uniL The video is I \/ery vaIuab1e lOOl. spread
ing \he message of <I1e PATG in • profe.ssionol manner, enabling <I1e PATG 10
recruit [he resources needed to do its \i,'ork..
PCCF ACCOUNTING FEE
The PArO starts out under me legat nonprofJl umbrella oCtile PeninsuTa
Conservation Center Foundation. They provide accouritln# services.. handling
all double entry record keeping. banking. payron. and taX reporting activities.
They charge a 1 % fee of incomIng funds lil order lO covet tr.eH-exper.ses. No
PCCF fee is provided for "'Ie <I1ird ye .... assuming 11>., !he PATG leaves !he
PCCf umbreTIa t11 ru. year.
GENERAL FUND SEED MONEY
The 1TF tuornmends \hat !he Cily supply 100% of \he fllSt year budget. 67%
cf Ille second year. 34% of !he mird year. Afte< !he Utilities fund'"Jng is sob
tracted. !he General Fund seed money makes cp \he difference. (Round"tng of
\he pe.K:e.maZes causes \he numbers not ID add up e,.acu)L)
\JI1UTlES FUNDING
The Utilities funumg is nOlseed money but ongoing funding to pay for me
RighI Tn:<: in !he Rigbl PUce program whicb makes up 20% of \he PATG
educaci'oD program. Bow Ole fundin~ Ie"el is ca1culate-d ts sllowZi in the de
wled budger ,umbers in !h, AppendilL
Nonprofit Tree Group P;oposol 1!:V19l95
-.
16
___________ G-=-__ a. Palo Alto MeaDs Tree ~~-----
APPENDICES
Utllities Connection ..... __ .. __ ...... _ .......... '. _ ... ' .............. _ ... 18
Experiences ofO<her Tree Organizauons. ____________ ._. ____ 20
_ PJJG and other Tree Groups _____ ._ .. _. _ .... ________ ...... _. 22
Preliminary Planting PUn ..... ___ ............... __ ... _. __ .... ____ 24
DeUllle4 Budge •....•............ ___ ._._ .. _ ............ _. ___ ........... _ 26
Nooprofll TRee Group Proposal ]Qil9i95 11
~ @ ________ --''-':fZ.-.. PalO AltO Means Tree ,...
Utilities Connection
The Unk between Utilities an<l the PArO
The Pak> Alto Tree Group will .. ad: in three w.ys that benefll Utilities.
LONG TERM COST SAYINGS. Trained volonlUm wod: with prop
erty owners in detennining appropriate trees lor removal in rine clear
ing areas. offering dv:.IlIc<nuve of helping !hem select approptia:e
sItes for UllTlly-suppfied' reptacemetil trees.
PREVENTION. Ed,"""",, programs of the PATG include infoomllon
on planting the right uee in the right pI""e 10 begin wiLh. preventing
problems do .... the road and reclucing future liM clearing COSL$.
... REUABlUTY. By ta.'lcting ru~'h maintenance tree!. and areas. ... iLh
high refUlbiIiJy requirements, me reliability Df eJecLrlc servke can be
ennanced.
Remoumg the Wrong Trees
WhIle iI is POl me desire Df il1e PATG !O reduce !he city', overail car.opy of
trees, Were are many cases of rhe: Wroll~ tree in the wrong ptlce in tltifuJ line
areas.
Most nf Ihe trees in tine c1eMing areas are on pri:V3\e I;md. The~ are approJci.
maLely 39.000 Lrte. in power line areas, .1>ou. Ofle·Lhird of <hem in me frO"'
properly areas and about two-tbircls '" !he rear property areas. From May '93
10 May '94 (]ale .. complete da .... 2l'ab1e/5,597 trees ",ere lrimmed. 4,283
(76'ji,) of!he:1l in !he rear areas. Trimm;ng cycles range from 6 months \0 10
years (or more) .. ith .",,01: in the lID 2 year range (non·drought >ears).
Trees 'WIll be remove4 (by !he Ci::y) as the)' come up on the him cycle (so we
doll' remove I: tree two monms after • bas beea. trimmed). Areas un~Dlng
undcrgrouDCfing 0( utilities will DO< be targe",d,
• Hii-Mainlenonce Trees. Fast growing trees dIrectly onder me power
Jines are prime. candidates fOf remov:!l (especially those ... im weak
bmncb attachments .nd brittle wood).
Trees In High Reli.bility Areas. Areas such as Gunn High Schoo!
(which feeds !he in~ustrial park) and <he substation areas will be
tar~e\ed for appropri:He nee removal and replacemenL
Nooprofu Tree Group Proposal I C\' 19/95
@ ~
____ -'-______ l'e-Palo Alto Meal1!i Tru ~ i.;;;J
Current Tr1m and Removal Data
A preliminary survey by Ctty T= Sectioo .U!ff identified 14 Ire< sp«:ies thai
rypicaDy have higher mainleRWCe requirements and are clearly inappropriale
sp«:ies 10 be in powed'ne.""" (palms, eucalyptus, popl.r. erc.~ Trimming
data "" tIlese ."'" "as con""Le<l over S. 7 5 years from 1987 -1994.. 1M"'" of
these y= are drought years. Trimming "'." would be higher in ·nonnal"
rainra!! yea. .... )
There are 8.227 trees in the 14 species group. The average !rim cost for the
group "as $67 per tree eac~ year.
Cnrrentljl. during tIle process of fine<1earing .• bout J() trees are ",,"0"4 •
year. The srump is DO( remm'ed' and lhere is 00 r-eptocemen! tree. The average
removal cos< is $403 ",;<11 • range rrom $25 .J $1425. 'Ir.e cos< is p:tid from
the fine·dearing contract
Potentral Long Term Cost Savings
Remove 100 trees I ye.ar. continuing lhe existIng .30 included in the fme
clearing contract and .dd 10 10 be done by Ill. PATG. Assume balf of the !rees
are replaced at a cost of $50 eadl.
The PATG proposes anocating 2Q'I, of j<s edUC.tiCD progrnm 10 the RighI Tree
in the RiEbl PIxe progr.un. Calculations of !he Utility share of the PATG COS!
tas sha .... D 10 the OelaJled bUd'get.at the end' 0{ lht:: appendix) resulted.in the
Vulirles c()f;lponenl being 8.2% (SI 1.814) 0( the PATG budget in the r"" year
and 8.6% {Sl4.8(0) in the secood year whea I fuD time tJotunl.eer coordinaUlr
is hired. (The mird )'earbas a one ome budget increase dlle flO creating an
educatioD video "" the PATG.)
Cost. 10 Utilities 10 r~mOlle trees:
70 trees 10 be. removed J[ 54J3 2. vera,ge removal cast
35 IreeS 10 be replaced , $ 50
PATG expense {first and second ~ear5}
Taul
A .... erage cOS; to trim per year a'" 00( remo .... ed:
10 <feeS I $67 = $4.690
Paybildc:
S2~.210
$ 1.750
$11 814 )(} $1(.800
$41.714 10 $44..760
The break even point occurs in 1.9 50 90.5 )lea.'""S .... 'hen Utilities would be saving
IDe Cl(pense oC trlrnmlng those trees from that polnl on.
Rate impact
The program CO'it per year v,:ould inco:ease the typical residents' bill by 2 cents.
Nonprofu Tree Group Proposal ICI'I9I9S 19
'-____ " __ -.:f),,"l!!":.-_ ... F.;, Alto Mea". Tr .. :a-_fa='" ________ _
Experiences of Other Tree Organizations
The 1995 California ReLeaf "","",od< rc'it indkates the wide ra.oBe 0( nonprofit
tree JrOUps. There are 42 ()rganiz:;:tions co the list:
Budgel ran~: $0 10 51,700,000 (f"",People in Los Angeles) with.n
lverage 0( S 162,632,
• Years founded, 1%Os: 2, 191Os: 4. 1980.:IS.I990.: 21.
The I'oIIowing infoonatiOll comes from article. published in "'Ie California
Releaf newsletter over Ih< past 5O,'ern! years.
TreePeople: supponing local groups (1991 anic!e)
Since 197 J. T reePoopte in Los Angeles has (!J'OWD from I onetime summer
planting pfOject 0( g ,000 trees to • 1 S,OOO mem bee orgID'zatioa thaI has
planted wen Q'¥et a. minlou trees. One of \hek proudest achievements is \he
number of new tree groups mey have inspired. ta.unche". or helped to suppon..
They believe that Ihe po'\\'er W solve problems in I communil), lies within the
commun!iY itself. Rather Ihan de\'elop • large" centralized {)('ganization .. rith
regional olIkes. TreeP""pJe opts to support local organizations. ",hich can
adapt Ie the specit1c na!ds of their community.
Part of bow the)' reccocile the issue of fund-roiis-[n,g compeutWc is that we an
have our CWIl niches. l'red't:1)plc as a regional group that does woO: across dte
county atuacCS a differ:ent kiod of contn'butin~ pubiic than dces iI. ciLy or
nei£,bborbood group. There-is competition but by bringinC more people \0 the
table, the fund-rnisin,g pie gets large.:.
MO'.her area of pos.5.l"'bk friction is \Cmtooarl5om. The sheer amount of wor'k
that ~eds 10 be done takes care or this problem. Whee e\leryone bas mere
.eqJJeSlS coming in thanlhey kno .. Wh,llD do willi. patrolling the fence fines
becomes .ery unimpocunl
Pelalu7lU1 Tree Pkmrus: ,'oluntetr burnout (1994 ankle)
During ~ years. volunteers bay. planled bundreds 0( trees. done lOur creek
rest.orations. and' ~..eld pllbric education workshops. But their past is richer than
their present is the an volunteer organ[UllOD (aces hurnout. lbey now openlte
as 1.J.'1 aavisocJ body and ~kle acthities Dill pro}x""'t-by-project basis.
Sonoma ReLeaf' dedicared cofounders (1991 aniclt)
Two womeoco[ounded Sonoma ReLeaf in 1988 andllley °e"" drink; and
sleep Reua!" _ The" olIJCe is. kitchea. the" pestrooms, ,arages. and back
yards are fun 0( ReLeaf handouts and equipment; tile O(flce phone numbe, is.
personal home fine" As 0( 1991 tIley are paid pan·time salaries eacIL Their
Nonprofit Tree Group Proposal 10I19fiS
(i) A _________ --= __ ~ raJo AJto P'!e:ans Tree .ta-~
f'..rs: major pi:mting W35 in J 990; .500 volunteers planted 6(X} trees along a
1hree·mi1e hiking and bikir.g trail In 1991 PG&E coo"""",d with lhem !O
planl 2.000 shade trees nel<l1O bomes, "'us re<!LlCing Ihe need for a1r-<ondi·
Ik>ning. The-; fcel!heir strong point 11as reen their ability 10 pun in other
grouPs from the community to wed: on. trees.
/nw: city !aulIC~d a".d admin.ister~d (1994 articlt)
Since 1990 Ihe city or Ihe water <flSuict has had a paid staff penon adminIs
lrate I tree planting progr.un relying on grants and 'lJotunteers. The advallta!es
have beea wen-ocganized planting, thal dovetail neady wi'" !he city" OW,
tree proFJ"l'll and I Sleady supply of public gran. (und,. The <flSadvanuges are
now becoming appiL~[1t 2S the~ need 10 locate J new fun.fmg soorce (having
reached the limit of bow many consecutive grants they rna)' ba\le).and me
group"slack of community leadership. The group is at the mercy of agency
personnet and poEr)' changes lind 00 one bas voluntet:red l(} take the place of
the paid staff person.
Our City Forest {Sa~ Jose}: city iIlcubated (1993 article)
In 1991 the City of Son Jose cre.ted aciry·,Jtili.",d !ree organLZ:ltion wi'" Ihe
goal of ploningone million Iree' by Ille yeO!' 2000. The dly pledged SI5O.000
• year roc Ihree yem and Ihctl the group was 10 be spun off as an independent
group. (Wbic1l"h.ppened in 2.5 y=) Being created on Ille balf·sheD as"
city-affiliated ol"Eanizatioo has bt,. ad'la."\tages: ready-made ag.enda. compkle
with fOals, dire<:tion. and steady f'Jnding~ OQlanizational S1rUC1ure ilirough the
cily. and I nUlUral entree: for fonnLng me kinds of ret.:uionships lflaclhe broad
agenda deP'=nds on.
Sacrarruiflro Tru F oundarion: from volunteer to staffed (1992
ankle)
The Sacramento Tree Foundation began ill 1982 as an an~ .... oIunlCe! organiza
tion. 8] 1m. 117.000 Ire.:;; later. !hey have" 38 persoo staff with " S 1.8
millioD buct,get and [he largest contract in the cOt,.i.ntry for a utility company
sli:ldc::-lree program. Ik beglnnin,f volunteers spent almost !year 00: pwmint;
and progr.zm goals. working G~ .. fi""e-year ptan.. They made a concerted effort
fCOfa day one to be iI community nonprofll versus an environmental nonprofit.
The 4(1 mernberboar~ is made tlp of civic leaders. movers and shakers in
development, flnance, poIitics. :and the en vironme ntal fleld.
Nonprofit Tree Oroop Propos:>! 11)1]9195 21
____ ---' ____ J\tliJi!. '--_ }$.. Pa10 AJ'to Hear.s Tree l't-@
PATG and other Tree Groups
1'he>e is alrea<!y 0." <= group in P";o Alto; anothe, based in San Jose =>
itself operating throU$OOU: San .. Clara County. Why .s.wuId Palo Alto start
anothe, 'n:" groop! What .. i11 its relationship 10 existing groups be?
Why a Palo Alto Group?
There are lhree reasons for Palo Aho 10 fta ve its OWIl tree group:
I. Specialiution. Palo Alto', forest is .typical oi Sanla Clara County com
mucir.ies.. It bas I comparntively 1arge Dumber of matoJre trees. Muck of its soil
can and does S'J:ppon. native oaks. Thus.. whereas a County-wide Iree group
might devote most oi its e<<:tgJI1O planting, an optimal Palo.JJw tree group
should spell" substantia! effon on coose.rvation. care, and phased replacement
of mature trees, with • particlJlar emphasis OD. native oaks..
2. Accountability. The PATG -.i!I act os. planting contractor '" tl:e (:'Il)'. i.e"
as I business.. It will be mue. easiei for City otrlCiaIs ., comm unicate and
inte,act willi • local group lIlat is de<fica",d to local projects. A local group
-.i!I be responsive", local pr'"';se and 10 10<;01 criticism. And every don.,
invested in alocaI group is by dcfmitioc reinvested in the community.
3. lnspiruooo. The ability of the PATG 10 attr.lCl and retain motivated ,"'olun
teet wockers is largely a functiorlo of lhe~ souisfactioll and identi.C'lCatioo: with
their ..-crt. Votun teer pl:ll1tel s· sense of accompEsl:menl win be reinforced
week after .. 'eel:. year afk:r year, as "'ley pass trees theY.e plank:d on Ille"
way 10 shops. offx:es.. or friends' b,xnes.., Citizens who see their neighbors and
acquJ.int.mces-ralher than strangers--at won ptanrlng trees are more likely
10 want to get involved. and: 10 know bow ID (!.et invcl\lcd.
------------.----
Nooprof". Tree Group Proposal 1(>'19/95 22
,-.~,.' -•• f
~ I"alo Alto Means Tree r... --,~ .. -~t",~-,---_________ ~
Relationship with HagEe
Magic is a Palo Aha based organization ... ·1m the very }-·road mandate of
applyi1lg ecology to di.scerl and to further common bum.:m interests.
In coc\lersatio~ David Schrom of Magic Doted that
• Magk" school (Fruition), ope. space (Planting foc Ille Second Hun
dred Ye.rs). and oeighboibood (kg""" Evergreen Park) tree projects
~ vehk1es for their largc.r mi.ssioo.
• 'They see lIeed foc thirel sector tree progr.uns in Palo Aho far greater
!lion any tile} want 10 p",v;,le-
• MaEic has assist:d ia establishlnl tree ,roops in .seve.al other Bay
Area c:ommurutie.s. and' worked for more than two years 10 secure C'!ty
Council approvcl rO( [J\e TIr. hoping R might prove I; precu(S(X 10 ;.
Palo Aho tree group.
They .. ill be appreciati,. if, newly-formed Palo Aho group wods
with lbem lO strengthen they. C'UsIIng projects and they k.d: foNrard
10 coopc:rating for-commllnity benefx.
Relationship with our City Forest
C<loversations with Rhonda Berry reveal th:lt the San Jo<e-based Our C~y
Forest could:
Eltpatld its operation to Pillo Alto.
• Conu-act. with PArG to train an initial group oC planters..
Contract with PATG '" set up planting programs.
For Lhf spt'cializaDoIl, accouDtability. and inspirllOOO reaso~ descnDed in the
beginning of this section. the Tree T:rs't Force recommends thal Palo Aha start
its O'll'U group. Our ell)' Forest's offer l(J supply training and progra.-n :lSsis
<ance sIlocld be considered by the PATG.
Nonprofit Tree Groop ProposaI 1(),19195 n
.";,~--~ '.
•
"""l:
~ ~ _________ w.,.."'----_ l'a-.faro Alto Means Tree :. ___________ _
Preliminary Planting Plan
The City p • ."l\=s \he trees and contra<:\S willi the PluG for planting.
The PATG pro";"", Ihe fonowing "'''''''es:
• Assist in ideoli1}ing tree plllntmg sires. including identifying trees fo<
removal
• Consult with Ihe proper!)' owner 00 tile ... lection 0( Ihe replac<mem
tree.. Obtain I tree care commitment if possible. Otherwise assigQ a
neighbor or \lolunteeL
(')rranIz.e the p!antiog. Provide trained lJoJun~r'5 who wIll supervise
d\e plantings to e~-ure qu.ality control: ORe supeOo'isor for every 2 10 3
I:I"ee planti..!lg crews.
Provide fono\lw'-up mcintenance. Property c"-ners who receive trees
will receive educational materials and the newsletter. Volunteers 10
miliIuaIil wbat c.an be lland'ted' from the ground (weeding. stake re
moval. pnlning. etc.)
Sarvey trees for survival rales..
Desj8nate~ people "'ill b< Em""n. between Ille Cily mIT and Ille PATO in
order iO ensure co~stem (omm unicaoon.
All Cily tree sitings and selection are 10 b< conf.rmed .. illl It.e Cily. Any
~lIanges are 10 be conf IrnIed .,ilh \be Cily.
EQUIPMENT
The Cily:
purc'hases tlIe trees and materials (stakes.. ties.. muk-A. ere.)
• provides custaru Oililers ouillned' ..... ith boxes (or m uleA, waler tanks.
cLe.
pro~ides stOfage for the trees and equipment
TbePATO:
PUR:lIases shovels. buckets. boses. brooms, mil rIocb. picks. glo\les..
pruners. elC".
Uses vo1urlleer vehicles or rents U1JCks..
Nonpro/i. Tree Group Propos.ll J(x19l95 24
__ ~~ _______ ®=-__ ,te... .. alo Alto Means Tree t6--'S"l.:L-__
The PATO pI""" 100 Cily trees i. me rlfSt year and !he_ gradually We"""""
the number ;u the lfa!n~ tlolunteer base grows. As the number of trees to be
planted grows it become logistically more diffteuh to organi2_e. it is much
easier ocga.'1iz.e a particular ncighbodlood lO planllJ'ee.s lCi their owo a.:ea than
10 recruit and organize volunteers SO plant rep10cemetlt Ifees scaner.e11 through
OUI !he City.
The new PATG "",'Qo'd aaturall)l start. OlJt with the prc~ in concentrated
areas SUcB as Oregon Expressway ru:ri~ati()n system !rid 0tI.'ler fact0r5 permit
ting) 2nd jQ neig:bbofhoods wilI! many empty siles-
k is boped lh:>! me PATO will eventually plant 800 10 1.<XXl City trees eacb
~ • .ar. However !he logistics are chanengint. To reach 1.<XXl trees. !he PATO
would have to planl about every other weekend (Saturday only) during the
November mrou~h Mardi pTanting season. 136 'Iolunl.eet'5 would be needed
foc each of !he 9 Saturdays. It may be thaI !he City will still do replacement
plantings scattered throughout tile City ",bile !he PATG does more co"",.
trate<! plantings roe tile City. schools. etc.
Nonprofil Tree Group Proposol 1(\'19195
~ "
2$
•
,
-,,--",
;"-, .;:-. ."_ ... ,. ';:,;.-',"
WIMATED FIRST YEAR BVOGET @
5ALARI ESIB E N EFITS
EXEQJl1VE DIRECTOR
Salary
Sen.fito
AOMINIC TAATIVE ASSISTANT
Salary t9 """,th. Ii ... year}
Benefits
SALARIES SUB-TOTAL
ADMINISTRATION/OFFICE
EOUIF'MENT
$45,000
$9.000
$15,600
53,120
Phone, 2 lin •• , vole. mail. ( •• !-up lees)
Copy machine fCanon PCsMj
Fax (KP Fax7(0)
$ride p<ojecfion equipment
ComputeUMonitors
Laser printer
W"'d PRJCS56ing
Desktop Pub
Fund-reising ~ftware
Toner C&1ridges
COYers
SO'1l" "'''!eCl<><
MaintenanctJ Agreement
EOU\PUENT SUB-TOTAl
Fl.IFNTUlE
0esI;s
Des" Chairs
C."airs
8oaI<sherve.
Table. 6 It
FWo cabinets (4 drw)
Storago cabine!
Lamps
FUANlTU'IE SUB-TOTAl
INSU'Wl:E
FirelTheft Innual
Volunteet' 1iabi!ity annual'
~SUB-TOTAL
POSTAGE (300 piecesimooth. ru sl class)
PROFESSIONAL MfMBEI1SHIPS
Nonprofit Oevelopmem Cen!er
Narional Arbor Coy FOO
anrl Soc. ArboricurtlJre
Envifonmenfar Coalition
MEMSERSH1P SUB-TOTAL
anooaJ
aroooaT
.rmuaT
8!'lnual
2
1
4
2
2
a
4
2
1
2
1
2
S37S
$2,000
ssso
$1,900
S2,aO';;
$1.400
$700
S800
52,COO
$50
S30
$50
SSOO
5500
$180
$35
$200
550
S250
$300
$45
S300
$1,000
$125
$15
585
$10 0
-.
S12,72Q
$14,955
$2,840
51,300
$1,152
$325
UTILITIES
«:M'CtIENT
5%
to%
$4,S12
26
RENT
hea ., oq. Ucost ESO
Ranta! dopoM {2 mool11'1
Sl..l'l'UES
NOIabooI<a. p_r. d'1S~S. slaplers._
TflAlNlNG {Stan and Soard! (Semin~rsIBooI<s)
TRAVEL (.29Imne)
UTILITIES
Utilities
Phone
On..firte &Nice
UTILITIES SUB-TOTAL
mon!hry
mor.thly
menfhly
AOMlNlSTRATIOKIOFFICE SUB-TOTAL
PFIO<i:iwIs
I'l.ANTl'JG
Planting tools ·one time·
TrucK rental'
PUI3UC EOOCATlON
Sd'ucalionaT rrlaterial$ annuat
WO<bhopVSeminars annual
Ne*s1etter printing (500) quarterly
Ne .... t.ller poolage (butk ralej Q.U8r'18rty
Oesigo for newslefter ... letterheac ~ne time
PI.RlC EOOCATlCN SUHOT III
VOlUNTEERS {boIlI p"'gramsj
Training maleriaf&. refreshments
Training cTa .. (20 people) $150
VCU.MEER SU3-TOTAL
PROGRAMS SUB-TOT .... L
rotAl
AOCOl.ffilNG FEE (POCf)
GRANO TOTAL fIRST YEAR
·t
$2.25
S100
$50
$25
$2.400
51,000
$250
$,0
$1.500
$2.000
$3,000
$17,550
52,92S
$3,000
$3,000
$348
I!TILliIES
CO.f'CtDll'
10% 01 95%
$2.100 ofOdmin.
$49,H5 $4.702
$1.00,0
$500
$,,500 20%
H,OOO 10%
512,000 $1,600
5134,215
10%
$9,395 $940
StU,6te $11,814
. .-~' ... ~'.-.
, '
r
,
.... ' -',_",_0'
,~ -, -,'; -, :.
r. -., i.-~\~'>.'-
. -~ ~:...... --, -., -~ "--, ~--... ~--:--~. ",>, -~ ~ ~;-:' '~,~: . ~~:~ ~+r~-~ ",' ,c';-,-c
"IMATED SECOND YEAR 8UCGET @
The bask off.renee, in t!\& eecood yeoai' budg.e-t ara the additiorl of • 'fun·time
.. oJun1&&r Coordina'tOc and "'e redueuon oC start..lJP costs.
UTiLITIES
a-~
SALARIESIBENEFITS
EXEOJTJVE aREcT<:A 5%
SeTary $45,900
8<lneftto {:1O"'l S9,HO
AL:MN1STAAi IIIE ASSISTANT 10%
Sa\aJ1 521,216
8en&fits $4,243
\IQ..U'(fE£R~ 10%
Salary $30,000
Benefits $6,000
SAl.AIIIES SU8-TOTAL $116.538 58,900
AOIlINISTRATIOWOFFICE
EOI.JIPMENT
Computsr/Monrtor I 52.200
Wool P>ocIOatsbau $350
Toner carlr1dge. 2 $SO
(:00(.1$ $15
Surge Profeclo< 1 $50
""'"'_ Agreemenl 5500
EQIJ/FMENT S\.e-TOTAl 53.215
I'lJFNTU'lE
0Ml<s 1 $500
Oeak Cllal", $IS0
fie cabinets (4 dA1 I $250
tsmps 1 $45
fUR>l!TURf SL6-TOTAl. $975
~
fi<.iTheft annuat $300
Volunteer hbility annual H.OeO
~SU6-TOTAl $1.300
POSTAGE !;lOO piece&'manlh. r:rs' ct ... ) $1.152
I'flOI'ESSO'IAl ME1.'I3EfISHIPS
~ Oevelopmeonl Center ;mnu;!1 $125
!!.fio<taJ JVf>o¥ Day Fnd &rtnu;a! 515
1nI'I Soc. Ar!>oriculture .nooa! $8S
Environmental Coar~ annual S100
IdEM8t'ASHIP &2-TOT41 5325
28
.' . ' --, .. '
.-,"
!£NT
Ar .. in sq. Ilkost 650
SUPPUES
Noreboob, paper, disks._
TRAlN1NQ {Stal! and 8Gard) ($<IminarslSooks)
TRAVEL (.2IIfmne)
\JTLJT\ES
tJtiliti ••
l'hone
Oo~fin. Service
UTJ.JTIES SlJ8.TOTAl
monthfy
monlhl~
manthr),
AOML'IISTRATIONIOffICE SUB-TOTAL
PROGSIAMS
PI.AN1"tlG
Tn.x:i rental
f'UlU::~TJON
Educational maleriaTs an!'1l.Ji!lr
Worishop$Reminars annuaf
Ne'Wsletter Pfinfing (700) quar1erfy
Newsletter postage (blrrk. rate) c.u2:rterTy
RaIC Eru::A noN SlJB.TOT AL
VOlUNTEERS (both programs}
Training materia1s .. letreshments
Training cfasses "
va.l.NTEER SV8-rOT.AL
PROGRAMS SUB-TOTAL
G!lAN1) TOTAL
$2.25
$,00
$50
525
$2,400
$1,000
$350
$70
$3.000
$3,000
$17,550
$2.000
$4,000
$580
U1IUT\£S
~
10% 01 95%
$2.100 ofsdmiM.
$33,117
$600
$5.080
56,000
$11,680
$lEl.416
$11,299
5172,11S
29
$3,154
20%
10%
1616
10%
$1,130
$14,800
. @"'MATEO THIRD YEAR BUDGET @ UTILJTlES
ro.t'Cnl'IT
• SALARIESJ8EHEFITS
EXECUl1VE Df£CTOfI 5%
Salary $'S,618
Benefit. {2O%1 $9,364
AJ:UNISTl'ATIVE -.sssTANT 10%
:t'tstsry $21,6<0
Benefits $4,328
'oIO.I.tI!'EEf1 ~OO 10%
. ~.lary $30,800
Benefits $S,120
SALARIES 50S-TOTAL S11l,170 $9,078
AOMIHISTRA TION/OFFICE
ACOC\MNiSER\I.::ES $1',OO~
EOUIPMENT
Portable 'lllkieo unit $700
~
FitefThefl annual S300
Votuntear lability "",,,, SI,OOO
INSURANCESl&TOTAL 51,300
POST,6.GE (300 piecaolmonlh., "'S! class] $1,152
PROFESSIONAL MEM3EASHIPS
Nonprofi( Development Cenler annuaT $125
National AIbor Day Fnd aMUa! $15
Inn Soc. AIboricuIiu r. ann\.!al $85
Environmental Coalition 1M\J.1 $100
MEMBERSHIP SUS-TOTAL 5325
REI'<T
Area in .sq. tJcost 650 $2.25 $17,550
SUPPllES
Notebooks, paper. disks._ $2,500
TRA!NING (Staft and Board} ~mi"._ksl $4,000
TRAVEl (.29fm"e) $580
UTlJTlES
Utilities monfhly $100
I'hooe monlh'r $50
00·5ne Service monthly $25 10% of 95%
UTLITIES SUS-TOTAL $2,100 of admIn.
AOMINISTRATIONIOFFICE SUB-TOTAL 141,207 $3,915
Nooprof'. T ... Group Proposal 10119195 )()
~ YEAA BUDGET. continued ®
P\.QJC IDJC6.TtOt/
Educational materiaTs
WorbhopsJSeminars
", ... slotler printing (800)
N .... ,stettet postage (bu1'1c. rilte)
I'UIJC IDJC6.TION SUB-TOTAL
'o'CLl.N1HRS
1 raining materi'ats~ refreshments
Trainlng ctasses
VOLlNTEEA SU3-TOTAL
vt€O
PROGRAMS SUS-TOTAL
GRANO TOTAl. THIRO YEAR
annual
annual
quarterly
ql.!&r'le-rfr
NOojlrof. T.,. Group Proposal lCil'll9S
$2,400
$l,OOO
$400
$60
$S,500
$3,500
$800
sS,no
$7,000
$20,~OO
$33,120
SIU,II7
UTILITIES
COJI'O'-ENT
20%
10%
10%
$3,764
$16,757
II