SCC 03-25-04
CUPEIQ1NO
SENIOR CITIZENS COMMISSION
AGENDA
March 25, 2004, 2 p.m.
Cupertino Senior Center - Bay Room
21251 Stevens Creek Boulevard
Cupertino, CA 95014
408-777-3150
1.
2.
CALL TO ORDER
PLEDGE OF ALLEGIANCE
3.
4.
ROLL CALL
ORAL COMMUNICATIONS
This portion of the meeting is reserved for persons wishing to address the commission on any
matter not on the agenda. Speakers are limited to three (3) minutes a person. In most cases, state
law will prohibit the commission from making any decisions with respect to a matter not listed on
the agenda.
5.
WRITTEN COMMUNICATIONS
6.
NEW BUSINESS
A. Review the Case Management Program and make recommendation to City Council
7.
MISCELLANEOUS - NO ACTION REQUIRED
A) Commissioner reports
8.
ADJOURNMENT
A) Adjourn to June 24, 2 p.m., Cupertino Senior Center, Bay Room
In compliance with the Americans with Disabilities Act (ADA), the City of Cupertino
will make reasonable efforts to accommodate persons with qualified disabilities. If
you require special assistance, please contact the Parks and Recreation office at 777-
3110 at least 48 hours in advance of the meeting.
Parking is limited and restricted at the Cupertino Senior Center - a parking pass
may be requested at the Senior Center reception counter.
DRAFT
Senior Citizens Commission
City Of Cupertino
Regular Meeting
Thursday, February 18, 2004
I.
CALL TO ORDER
Kimberly Smith, City Clerk, called the meeting to order at 2:05 p.m. She also
introduced present staff to commissioners.
2.
PLEDGE OF ALLEGIANCE
3.
ROLL CALL
Commissioners present:
Linda Walker, Frank Yap, Estelle Incociati, Mavis Smith,
Christine Pierce
None
Julia Lamy, Supervisor; Dave Knapp, City Manager;
Therese Ambrosi Smith, Director; Kimberly Smith, City
Clerk; Rick Kitson, Public Information Officer; Marie
Preston, Administrative Secretary
Commissioners absent:
Staff present:
4.
ORAL COMMUNICATIONS
A.
Mike Mahoney, Stafford Drive, spoke in favor of filling the Case Manager
position at the Senior Center. He reported that this position is ajoint,
professional position paid partially by the County of Santa Clara. He also
stated that the position is a needed service for the senior citizens in
Cupertino for bereavement and caregiver support.
B.
Jack Peters, Linda Vista Drive, requested that the issue ofre-establishing
the Case Manager position be put on an upcoming agenda of the
Commission. He asked the Commission to consider recreating a portion
of this position, perhaps 50 percent, and also consider collaborating with
other cities to share in the cost for the management program.
C.
Dave Knapp, Scenic Boulevard, City Manager, congratulated the new
commissioners and wished them well in their endeavors.
5.
WRITTEN COMMUNICATIONS
A. Suggestion from Don N. Otto: City Clerk Smith suggested the Commission
not take action on this item as the description in the posted agenda may not
Senior Citizens Commission
February 18,2004
Page 2 of3
have been sufficient enough to allow interested members of the community
can speak to it. Part of the suggestion included comments that may be better
addressed with the Public Safety Commission. City Clerk Smith stated that
staff would communicate to Mr. Otto that his suggestion regarding a
crosswalk will be given to Public Safety Commission.
6.
NEW BUSINESS
A. Each Commissioner introducted themselves.
B.
ACTION:
C.
ACTION:
D.
Selection of Chair for 2004: Commissioner Walker nominated
Commissioner Yap and Commissioner Pierce nominated Commissioner
Smith as Chair.
A motion was made and seconded to appoint Commissioner Yap as
the 2004 Chair. The motion passed 4 in favor, 1 against.
Selection of Vice-Chair for 2004: Commissioner Pierce nominated
Commissioner Smith.
A motion was made, seconded and passed unanimously to appoint
Commissioner Smith as the 2004 Vice-Chair.
Selection of quarterly meeting cycle: Commission agreed to meet
quarterly per Resolution 03-188. A motion was made and seconded to
hold their regular quarterly meetings on the 4th Thursday of March, June,
September, and December.
Staff Comments
Regarding when to have their next meeting to discuss the vacant Case Manager
position, City Manager Knapp recommended voting for another meeting. He gave
them the background on the City's current budget situation and the looming State
budget problems. He recommended that the Commission look at the budget for
the Senior Center and senior issues and make their recommendation to Council in
time for the Council's budgetary review in April/May.
ACTION:
ACTION:
ACTION:
A motion was made for the Commission to meet, Wednesday, March
10, to discuss the vacant Case Manager position. This motion was
withdrawn.
A motion was made for the Commission to hold a March regular
meeting on the third Thursday of March. This motion was
withdrawn.
A motion made, seconded, and passed unanimously to select
Thursday, March 25, at 2 p.m., as the first quarter-cycled meeting.
Senior Citizens Commission
February 18,2004
Page 3 of 3
PRESENTATIONS
A. City Clerk, Kim Smith, highlighted the requirements of the Brown Act,
which is a State law that requires public agencies to have their meetings in
public. She also distributed a Western City Magazine article about
parliamentary procedures.
Public Information Officer, Rick Kitson, discussed the responsibilities of
representing the voice of the people, and how to keep clear on their role as
a commissioner when approached by the media.
Parks and Recreation Director, Therese Smith, discussed the role of a
commissioner. She recommended they work closely with Supervisor
Lamy to develop a work program. She reviewed the City Council goals
and explained how many of the goals involve commissions' input.
Parks and Recreation Supervisor, Julia Lamy, discussed Senior Center
programs, mission statement, accomplishments in 2003, funding of
programs, and current budget reductions. She stated that she would be
working with the Council on Aging to figure out a way of getting some
services to needy individuals via the Senior Center.
ACTION:
7.
B.
C.
D.
8.
9.
A motion was made, seconded and passed unanimously for the
Commission to meet quarterly thereafter on the fourth Thursday of
June, and September.
Public Comment
Joseph Walton, Bicycle/Pedestrian Commissioner, congratulated the new
commissioners. He stated that a lot of what his commission does is to promote
walking and bicycling, and this is done in conjunction with other commissions, so
they can expect to hear from this commission in the near future.
ATTENDING MAYOR'S BREAKFAST
A. Chairman Yap agreed to attend the first mayor's breakfast, which is held
the third Tuesday of each month, at 7 a.m., at Hobee's Restaurant
ADJOURNMENT
A. Chairman Yap adjourned the meeting at 4 p.m.
Respectfully submitted
Marie Preston, Administrative Secretary
, 2004, regular meeting.
Minutes approved at the
CITY OF
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STAFF REPORT TO SENIOR CITIZENS COMMISSION
Agenda Date: March 25, 2004
ITEM: Review the Case Management Program and make recommendation to City Council
ISSUE:
In January, the City Council reviewed the status of the budget at mid-year. Faced with revenue
shortfalls, they looked at potential savings citywide. A number of staff positions were vacant
including the position of case manager. The city council chose to leave the position vacant
through the end of the fiscal year to apply the salary savings to the budget defect. The Senior
Center Manager has submitted a budget asking to have the position funded.
BACKGROUND:
Case Manager:
The Case Manager informs seniors and their caregivers of resources available to delay/prevent
institutionalization of frail elders. The Case Manager is also a referral resource for seniors
concerned about a friend or relative. The case management program objectives are
accomplished through coordinating with a variety of community services such as home delivered
meals, Outreach, In Home Support Services, Health Insurance Counseling, Senior Adult Legal
Assistance, and Adult Protective Services. In addition, the Case Manager provides education
about aging and support for seniors grappling with the aging process.
The Case Manager's job description is to perform professional social work with senior citizens
and/or families to obtain health, financial and social services and provide assessments and
develops and implements case management plan. The minimum qualifications for the case
manager are the knowledge of principles and practices of social work as applied to senior
populations. The case manager must have the ability to plan, develop, and implement case
treatment plans.
For experience and training, the case manager should be in the possession of a Bachelor's Degree
with major course work in social work, psychology, counseling, sociology, nursing or
gerontology and three years of social service experience, one year of which has been with senior
citizens. The equivalent to a Master's Degree with major course work in social work, psychology,
counseling, sociology, nursing or gerontology and one year of professional case management
experience involving senior citizens and related geriatric issues is also acceptable.
Pnnted on Recycled Pape,
March 25, 2004
Page 2 of3
Program:
In 1978 amendments to the Older Americans Act were passed, and the Santa Clara Council on
Aging (COA) designated Cupertino Senior Center as one of the original 10 sites in the county to
receive funding to provide case management services. The first COA Title III Grant (in 1980)
was funded at $21,000 with a requirement ofa 10% match from the City of Cupertino.
In 2003, the City of Cupertino participated in the Council On Aging's competitive bid process
and was chosen as the designated service provider for Title III Funds for the next 3 years. The
Cupertino Senior Center is now one of only 12 community service area sites in the county for
receipt of these funds.
ANALYSIS:
Cost:
From 1980 to 1994 a contract employee filled the Senior Center's Case Manager position. The
Case Manager became a part-time City employee (with only retirement benefits) between 1995
and 1999. In 1997 Congress reduced funding for the Title III Grant by 2.5%. Beginning in 2000
the Case Manager became a full-time City employee with full benefits and additional support
from the City of Cupertino. Here is the program funding history over the last ten years:
Year Title III City Funds Total Case
Funds Manal!;ement Fund
'94-'95 $23,110 $17,205 $40,315
'95-'96 $19,490 $23,348 $42,838
'96-'97 $20,250 $31,700 $51,950
'97-'98 $19,745 $17,723 $37,468
'98-'99 $19,745 $24,860 $44,605
'99-'00 $19,750 $24,200 $43,950
'00-'01 $19,750 $51,130 $70,880
'01-'02 $19,750 $54,957 $74,707
'02.'03 $19,750 $66,350 $86,102
Benefits:
Annually the case manager has 120 homebound senior clients and 200 in-office appointments.
On average the case manager spends about 9.5 hours per homebound clients to provide service
annually.
This excerpt of a monthly report from 2002 demonstrates the scope of the case management
program:
This month, there were 69 relatively homebound elders served by the
Cupertino Senior Center case management program. Of these 69
homebound clients, 19 live alone. The total reflects 18 couples, at least one
of who is frail, and in all of which there are aging and caregiving issues.
There are 10 multigenerational couples, where frail elder parents are caring
for a disable adult child or an adult child is caring for a parent. There were
March 25, 2004
Page 3 of3
three deaths this month. Two clients are in the process of being conserved
by the Probate Court due to financial abuse. While this unhappy outcome is
necessary for the protection of the elder, it is very bad for the elder as well,
and in these cases may impact the Senior Center population somewhat, as
both are active here and unhappy with the process. I share social work with
Adult Protective Services with a total of 5 clients. Financial abuse and self-
and caregiver neglect are the issues.
FISCAL IMPACT OF RECOMMENDATION:
For the full time Case Management program to be reinstated, the Senior Center could use the
funds from the COA grant, $19,750 and the city council would have to approve funds from the
General Fund in the amount $52,530 for a total in Fiscal 2004-2005 of $72,280. This is less than
last year. The reduction in cost is due to elimination of the case management intern program and
conference expense for the case manager.
COMMISSION ACTION:
Recommend, or not, that the City Council consider the reinstatement of the Case Management
Program before funding any new programs for seniors in the 2004-2005 Budget.
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g:\parks and recreation admin\sr citizen commlreportslscc 032504.doc
Case Management Program
Senior Citizens Commission
March 25, 2004
Goal
. Review the
Case
Management
Program
. Make
recommenda-
tion to City
Council
..
CUPEtlJlNO
The case management program objectives are
accomplished through coordinating with a variety of
community services such as home delivered meals,
Outreach, In Home Support Services, Health Insurance
Counseling, Senior Adult Legal Assistance, and Adult
Protective Services.
The Job Description
The Case Manager's job
description is to perform
professional social work
with senior citizens and/or
families to obtain health,
financial and social
services, and provide
assessments, and develop
and implement case
management plans.
2
12 Service
Areas in
County for
Case
Management
In 2003, the City of Cupertino participated in the Council
On Aging's Competitive bid process and was chosen as
the designated service provider for Title III Funds for the
next 3 years, The Cupertino Senior Center is now one of
only 12 community service area sites in the county for
receipt of these funds.
Analysis - Cost
Year Title III City Total Case
Funds Funds Management
Fund
'94.'95 $23,110 $17,205 $40,315
'95-'96 $19,490 $23,348 $42,838
'96.,.7 $20,250 $31,700 $51,950
'97-'98 $19,745 $17,723 $37,468
'98-'99 $19,745 $24,860 $44,605
'99.'00 $19,750 $24,200 $43,950
'00-'01 $19,750 $51,130 $70,880
'01-'02 $19,750 $54,957 $74,707
'02-'03 $19,750 $66,350 $86,102
3
Analysis - Benefits
. Annually the case manager has 120
homebound senior clients and 200 in-
office appointments. On average the
case manager spends about 9.5 hours
per homebound clients to provide
service annually.
Commission Action
. Recommend, or not, that the City
Council consider the reinstatement of
the Case Management Program before
funding any new programs for seniors in
the 2004-2005 Budget.
4