City of Atascadero
CITY COUNCIL AGENDA
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DISCLOSURE OF CAMPAIGN CONTRIBUTIONS:
California Government Code section 84308 (“Levine Act”) requires a party to or participant in a proceeding involving a license, permit, or other entitlement, including all contracts other than competitively bid, labor, or personal employment contracts, to disclose any contribution of more than $500 that the party or participant (or their agent) has made to a member of the City Council within the prior 12 months. The City Council Member(s) who receive such a contribution are disqualified and not able to participate in the proceedings and are also required to disclose that fact for the official record of the subject proceedings. Disclosures must include the amount of the campaign contribution and identify the recipient City Council Member and may be made either in writing to the City Clerk before the agenda item or by verbal disclosure during consideration. The Levine Act also prohibits, during the proceeding and for 12 months following a final decision, a party to or participant in (or their agent) a proceeding involving a license, permit, or other entitlement, including all contracts other than competitively bid, labor, or personal employment contracts, from making a contribution of more than $500 to any member of the City Council or anyone running for City Council.
City Council agendas and minutes may be viewed on the City's website:
www.atascadero.org/agendas
Copies of the staff reports or other documentation relating to each item of business referred to on the Agenda are on file in the office of the City Clerk and are available for public inspection on our website, www.atascadero.org.
Contracts, Resolutions and Ordinances will be allocated a number once they are approved by the City Council. The Minutes of this meeting will reflect these numbers. All documents submitted by the public during Council meetings that are made a part of the record or referred to in their statement will be noted in the Minutes and available for review by contacting the City Clerk's office. All documents will be available for public inspection by appointment during City Hall business hours.
MEETING INFORMATION:
The City Council meeting will be held in the City Council Chambers and in-person attendance will be available at that location.
HOW TO OBSERVE THE MEETING REMOTELY:
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CITY OF ATASCADERO
CITY COUNCIL
AGENDA
Tuesday, June 23, 2026, 6:00 p.m.
City Hall Council Chambers, Fourth Floor
6500 Palma Avenue, Atascadero, California
Pages
A. REGULAR SESSION - CALL TO ORDER
B. PLEDGE OF ALLEGIANCE
Council Member Funk
C. ROLL CALL
Mayor Bourbeau
Mayor Pro Tem Dariz
Council Member Funk
Council Member Newsom
Council Member Peek
D. CONSENT CALENDAR
(All items on the consent calendar are considered routine and non-controversial by City staff and will be acted upon by a single action of the City Council unless otherwise requested by an individual Council Member for separate consideration. Public comment on Consent Calendar items will be invited prior to action on the Calendar.)
1. City Council Draft Minutes - June 9, 2026, Regular Meeting 4 Recommendation: Council approve the June 9, 2026, City Council regular meeting minutes. [City Clerk]
2. City Council Draft Minutes - June, 2026, Special Meeting , Closed Session
14 Recommendation: Council approve the June 9, 2026, City Council special closed session meeting minutes. [City Clerk]
3. May 2026 Accounts Payable and Payroll 16
Fiscal Impact: Total expenditures for all funds is $5,435,500.20 Recommendation: Council approve certified City accounts payable, payroll and payroll vendor checks for May 2026. [Administrative Services]
4. March 2026 Investment Report 29
Fiscal Impact: None
Recommendation: Council receive and file the City Treasurer's report for quarter ending March 31, 2026. [Administrative Services]
5. 2026-2027 Appropriations Limit (Gann) 44
Fiscal Impact: None
Recommendation: Council adopt a Draft Resolution establishing the annual spending limit for fiscal year 2026-2027. [Administrative Services]
6. 5655 Capistrano/Stadium Park Open Space Purchase 48
Fiscal Impact: The fiscal impact for the property acquisition is $375,000 plus approximately $10,000 in additional related fees (phase one environmental and title fees) of City Open Space Acquisition Fees Funds.
Recommendation: Council:
1. Authorize the City Manager to execute a sales agreement with Sean Knoph for the purchase of a vacant property at the entry area for Stadium Park (APN 029-105-014) in the amount of $375,000 for the preservation and improvement of a parking area and trail access to Stadium Park Open Space.
2. Authorize the Administrative Services Director to appropriate $385,000 in Open Space Acquisition Fees Funds for the purchase of the property including any escrow/transaction fees. [Community Development]
E. UPDATES FROM THE CITY MANAGER
(The City Manager will give an oral report on any current projects and events to the City Council.)
F. COMMUNITY FORUM
(This portion of the meeting is reserved for persons wanting to address the Council on any matter not on this agenda and over which the Council has jurisdiction. Speakers are limited to three minutes. Please state your name for the record before making your presentation. Comments made during Community Forum will not be a subject of discussion. A maximum of 30 minutes will be allowed for Community Forum, unless changed by the Council. Any members of the public who have questions or need information may contact the City Clerk’s Office, between the hours of 8:30 a.m. and 5:00 p.m. at (805) 470- 3400, or [email protected].)
G. MANAGEMENT REPORTS
1. Sidewalk Vending Regulation 90
Fiscal Impact: The fiscal impact for drafting the final ordinance is expected to be within the current budget for legal services. Administrative costs for regulating the sidewalk vending program should be limited by the number of permits obtained, and enforcement costs will depend on any non-permitted sidewalk vendors.
Recommendation: Council provide direction on options presented for regulation of sidewalk vending within the City. [City Attorney] H. COUNCIL ANNOUNCEMENTS AND COMMITTEE REPORTS
(On their own initiative, Council Members may make a brief announcement or a brief report on their own activities. The following represent standing committees.
Informative status reports will be given, as felt necessary):
Mayor Bourbeau
1. City Selection Committee
2. County Mayor’s Round Table
3. Integrated Waste Management Authority (IWMA)
4. Central Coast Community Energy (3CE)
Mayor Pro Tem Dariz
1. Air Pollution Control District
2. California Joint Powers Insurance Authority (CJPIA) Board
3. Community Action Partnership of San Luis Obispo (CAPSLO)
4. Visit SLO CAL Advisory Committee
Council Member Funk
1. Atascadero Basin Ground Water Sustainability Agency (GSA)
2. Design Review Committee
3. Homeless Services Oversight Council
4. REACH SLO Advisory Commission
Council Member Newsom
1. City of Atascadero Finance Committee
2. City / Schools Committee
3. League of California Cities – Council Liaison
4. SLO Council of Governments (SLOCOG)
5. SLO Regional Transit Authority (RTA)
Council Member Peek
1. City of Atascadero Finance Committee
2. City/Schools Committee
3. Design Review Committee
4. SLO County Water Resources Advisory Committee (WRAC) I. INDIVIDUAL DETERMINATION AND / OR ACTION:
(Council Members may ask a question for clarification, make a referral to staff or take action to have staff place a matter of business on a future agenda. The Council may take action on items listed on the Agenda.)
1. City Council
2. City Clerk
3. City Treasurer
4. City Attorney
5. City Manager
J. ADJOURNMENT
06/23/2026 | Item D1
Atascadero City Council
June 9, 2026
CITY OF ATASCADERO
CITY COUNCIL MEETING
DRAFT MINUTES
June 9, 2026, 6:00 p.m.
City Hall Council Chambers, Fourth Floor
6500 Palma Avenue, Atascadero, California
_____________________________________________________________________ A. REGULAR SESSION - CALL TO ORDER
Mayor Bourbeau called the meeting to order at 6:01 P.M.
B. PLEDGE OF ALLEGIANCE
Mayor Pro Tem Dariz led the Pledge of Allegiance.
C. ROLL CALL
Present: Mayor Bourbeau, Mayor Pro Tem Dariz, Council Member Funk, Council Member Newsom, Council Member Peek
Absent: None
Staff
Present:
City Manager James R. Lewis, Assistant City Manager/City Clerk Lara Henderson, City Attorney Dave Fleishman,
Administrative Services/Treasurer Jeri Rangel, Public Works Director Nick DeBar, Community Development Director Phil Dunsmore, Fire Chief Casey Bryson, Police Chief Dan Suttles, Deputy City Manager IT Luke Knight, Community Services and Promotions Director Terrie Banish, Economic Development Manager Loreli Cappel
D. PRESENTATIONS
1. Awards Presentation for Downtown El Camino Real Project Public Works Director Nick DeBar presented the following awards to Council:
a. American Public Works Association, Central Coast Chapter - First Place, 2025 Projects of the Year, Transportation $5-$25 Million
06/23/2026 | Item D1
Atascadero City Council
June 9, 2026
b. American Public Works Association, Central Coast Chapter - Overall Winner 2025 Projects of the Year
c. American Society of Civil Engineers, San Luis Obispo Branch - 2026 Outstanding Roadway and Highway Project
d. American Society of Civil Engineers, San Luis Obispo Branch - 2026 Outstanding Community Improvement Project
e. American Society of Civil Engineers, San Luis Obispo Branch - 2026 Outstanding Sustainable Project
f. American Society of Civil Engineers, San Luis Obispo Branch - 2026 Outstanding Construction Project
The Central Coast Section of the American Planning Association presented Council with an Award of Excellence in Urban Design.
E. CONSENT CALENDAR
1. City Council Draft Minutes - May 26, 2026, Regular Meeting Recommendation: Council approve the May 26, 2026, City Council regular meeting minutes. [City Clerk]
2. Central Coast Zoo Support Spaces Renovation Project
Fiscal Impact: This project will not impact the City’s budget as all expenses will be reimbursed by the Central Coast Zoo Foundation. The funds for this project have been identified and set aside by the Foundation.
Recommendation: Council award a construction contract for $131,010 to BC Construction and Electric for the Zoo Support Spaces Renovation Project (Project No. C2026B01). [Community Services and Promotions]
3. General Municipal Election – November 3, 2026
Fiscal Impact: The cost to the City is determined by the number of registered voters on Election Day, and the number of Candidate Statements included in the Voter Pamphlet. The County’s estimate for the 2026 election of officials in Atascadero is $77,000 and the City currently has $75,030 in budgeted general funds for election costs.
Recommendation: Council
1. Adopt the following Draft Resolutions for the purpose of electing a Mayor, two members to the City Council, and a City Treasurer:
A. Draft Resolution A, calling and giving notice of the holding of a General Municipal Election to be held on Tuesday, November 3, 2026, for the election a Mayor, two Council Members, and a City Treasurer.
B. Draft Resolution B, requesting the Board of Supervisors of the County of San Luis Obispo to consolidate a General Municipal Election to be held on November 3, 2026
2. Authorize the Director of Administrative Services to appropriate
06/23/2026 | Item D1
Atascadero City Council
June 9, 2026
$1,970 of General Fund reserves in fiscal year 2026-2027 to the City Clerk budget for the November 3, 2026, General Municipal Election. [City Clerk] Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: None
Mayor Bourbeau closed the Public Comment period.
MOTION BY: Funk
SECOND BY: Peek
1. Approve Consent Calendar (E2 Contract No. 2026-005) (E3 Resolution No. 2026-033 and 2026-034)
AYES (5): Bourbeau, Dariz, Funk, Newsom, and
Peek
Passed 5-0
F. UPDATES FROM THE CITY MANAGER
City Manager Lewis gave an update on current projects and events within the City.
G. COMMUNITY FORUM
The following persons spoke: Geoff Auslen
H. PUBLIC HEARINGS
1. Adopting Sewer Service Charges to be Added to the 2026-2027 Property Tax Rolls
Fiscal Impact: The City will collect an estimated $6,960,340 in sewer service charges for Fiscal Year 2026-27 if Council adopts the Draft Resolution. Revenue from sewer service charges is paid to the City twice each year. An additional two dollars are added to each property on the tax roll to cover the County fee to administer the levy process.
Recommendation: Council:
1. Conduct a public hearing to receive verbal testimony regarding the proposed sewer service charges to be levied onto property tax rolls.
2. Adopt Draft Resolution approving sewer service charges to be added to the Fiscal Year 2026-2027 property tax rolls. [Public Works] Public Works Director DeBar gave the presentation and answered questions from the City Council.
Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: None
06/23/2026 | Item D1
Atascadero City Council
June 9, 2026
Mayor Bourbeau closed the Public Comment period.
MOTION BY: Funk
SECOND BY: Peek
1. Adopt Resolution 2026-032 approving sewer service charges to be added to the Fiscal Year 2026-2027 property tax rolls.
AYES (5): Bourbeau, Dariz, Funk, Newsom, and Peek
Passed 5-0
2. Apple Valley Assessment Districts
Fiscal Impact: Annual assessments for 2026/2027 will total $38,500 for road/drainage system maintenance and $63,000 for landscape and lighting maintenance. These amounts will be assessed to the owners of parcels in Apple Valley. Contributions of $10,820 for half the cost of the park will be made from the City’s General Fund.
Recommendation: Council:
1. Adopt Draft Resolution A, approving the final Engineer’s Report regarding the Street and Storm Drain Maintenance District No. 01 (Apple Valley), and the levy and collection of annual assessments related thereto for fiscal year 2026/2027.
2. Adopt Draft Resolution B, ordering the levy and collection of assessments for fiscal year 2026/2027 for Street and Storm Drain Maintenance District No. 01 (Apple Valley).
3. Adopt Draft Resolution C, approving the final Engineer’s Report regarding the Landscaping and Lighting District No. 01 (Apple Valley), and the levy and collection of annual assessments related thereto in fiscal year 2026/2027.
4. Adopt Draft Resolution D, ordering the levy and collection of assessments for fiscal year 2026/2027 for Landscaping and Lighting District No. 01 (Apple Valley). [Administrative Services] Administrative Services Director Rangel presented this item and answered questions from the Council.
Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: None
Mayor Bourbeau closed the Public Comment period.
MOTION BY: Funk
SECOND BY: Dariz
06/23/2026 | Item D1
Atascadero City Council
June 9, 2026
1. Adopt Resolution No. 2026-036, approving the final Engineer’s Report regarding the Street and Storm Drain Maintenance District No. 01 (Apple Valley), and the levy and collection of annual assessments related thereto for fiscal year 2026/2027.
2. Adopt Resolution No. 2026-037, ordering the levy and collection of assessments for fiscal year 2026/2027 for Street and Storm Drain Maintenance District No. 01 (Apple Valley).
3. Adopt Resolution No. 2026-038, approving the final Engineer’s Report regarding the Landscaping and Lighting District No. 01 (Apple Valley), and the levy and collection of annual assessments related thereto in fiscal year 2026/2027.
4. Adopt Resolution No. 2026-039, ordering the levy and collection of assessments for fiscal year 2026/2027 for Landscaping and Lighting District No. 01 (Apple Valley).
AYES (5): Bourbeau, Dariz, Funk, Newsom, and Peek
Passed 5-0
3. De Anza Estates Assessment Districts
Fiscal Impact: Annual assessments for 2026/2027 will total $30,562 for road/drainage system maintenance and $19,367 for landscape and lighting maintenance. These amounts will be assessed to the owners of parcels in De Anza Estates. The City General Fund will contribute $1,400 for the fiscal year 2026/2027 for half of the maintenance costs of the trails and open space.
Recommendation: Council:
1. Adopt Draft Resolution A, approving the final Engineer’s Report regarding the Street and Storm Drain Maintenance District No. 03 (De Anza Estates), and the levy and collection of annual assessments related thereto for fiscal year 2026/2027.
2. Adopt Draft Resolution B, ordering the levy and collection of assessments for fiscal year 2026/2027 for Street and Storm Drain Maintenance District No. 03 (De Anza Estates).
3. Adopt Draft Resolution C, approving the final Engineer’s Report regarding the Landscaping and Lighting District No. 03 (De Anza Estates), and the levy and collection of annual assessments related thereto in fiscal year 2026/2027.
4. Adopt Draft Resolution D, ordering the levy and collection of assessments for fiscal year 2026/2027 for Landscaping and Lighting District No. 03 (De Anza Estates). [Administrative Services] Administrative Services Director Rangel presented this item and answered questions from the Council.
Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: None
06/23/2026 | Item D1
Atascadero City Council
June 9, 2026
Mayor Bourbeau closed the Public Comment period.
MOTION BY: Funk
SECOND BY: Newsom
1. Adopt Resolution No. 2026-040, approving the final Engineer’s Report regarding the Street and Storm Drain Maintenance District No. 03 (De Anza Estates), and the levy and collection of annual assessments related thereto for fiscal year 2026/2027.
2. Adopt Resolution No. 2026-041, ordering the levy and collection of assessments for fiscal year 2026/2027 for Street and Storm Drain Maintenance District No. 03 (De Anza Estates).
3. Adopt Resolution No. 2026-042, approving the final Engineer’s Report regarding the Landscaping and Lighting District No. 03 (De Anza Estates), and the levy and collection of annual assessments related thereto in fiscal year 2026/2027.
4. Adopt Resolution No. 2026-043, ordering the levy and collection of assessments for fiscal year 2026/2027 for Landscaping and Lighting District No. 03 (De Anza Estates).
AYES (5): Bourbeau, Dariz, Funk, Newsom, and Peek
Passed 5-0
4. Las Lomas (Woodridge) Assessment Districts
Fiscal Impact: Annual assessments for 2026/2027 will total $107,532 for road/drainage system maintenance and $80,417 for landscape and lighting maintenance. These amounts will be assessed to the owners of parcels in Las Lomas (Woodridge). The City General Fund will contribute $1,830 for the fiscal year 2026/2027 for 25% of the maintenance costs of the trails and open space.
Recommendation: Council:
1. Adopt Draft Resolution A, approving the final Engineer’s Report regarding the Street and Storm Drain Maintenance District No. 02 (Las Lomas [Woodridge]), and the levy and collection of annual assessments related thereto for Fiscal Year 2026/2027.
2. Adopt Draft Resolution B, ordering the levy and collection of assessments for Fiscal Year 2026/2027 for Street and Storm Drain Maintenance District No. 02 (Las Lomas [Woodridge]).
3. Adopt Draft Resolution C, approving the final Engineer’s Report regarding the Landscaping and Lighting District No. 02 (Las Lomas [Woodridge]), and the levy and collection of annual assessments related thereto in Fiscal Year 2026/2027.
4. Adopt Draft Resolution D, ordering the levy and collection of assessments for Fiscal Year 2026/2027 for Landscaping and Lighting District No. 02 (Las Lomas [Woodridge]).[ Administrative Services]
06/23/2026 | Item D1
Atascadero City Council
June 9, 2026
Administrative Services Director Rangel presented this item and answered questions from the Council.
Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: Geoff Auslen
Mayor Bourbeau closed the Public Comment period.
MOTION BY: Funk
SECOND BY: Dariz
1. Adopt Resolution No. 2026-044, approving the final Engineer’s Report regarding the Street and Storm Drain Maintenance District No. 02 (Las Lomas [Woodridge]), and the levy and collection of annual assessments related thereto for Fiscal Year 2026/2027.
2. Adopt Resolution No. 2026-045, ordering the levy and collection of assessments for Fiscal Year 2026/2027 for Street and Storm Drain Maintenance District No. 02 (Las Lomas [Woodridge]).
3. Adopt Resolution No. 2026-046, approving the final Engineer’s Report regarding the Landscaping and Lighting District No. 02 (Las Lomas [Woodridge]), and the levy and collection of annual assessments related thereto in Fiscal Year 2026/2027.
4. Adopt Resolution No. 2026-047, ordering the levy and collection of assessments for Fiscal Year 2026/2027 for Landscaping and Lighting District No. 02 (Las Lomas [Woodridge]).
AYES (5): Bourbeau, Dariz, Funk, Newsom, and Peek
Passed 5-0
5. Downtown Parking and Business Improvement Area (DPBIA) Confirmation of Annual Assessment (FY26-27)
Fiscal Impact: Adopting the staff recommendation will result in the collection of approximately $13,800 and expenditure of $13,700 in budgeted DPBIA funds.
Recommendation: Council adopt Draft Resolution, confirming the annual assessment for the Downtown Parking and Business Improvement Area (DPBIA) for Fiscal Year 2026-2027. [City Manager]
Economic Development Manager Cappel presented this item and answered questions from the Council.
Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: None
Mayor Bourbeau closed the Public Comment period.
MOTION BY: Funk
SECOND BY: Dariz
06/23/2026 | Item D1
Atascadero City Council
June 9, 2026
1. Adopt Resolution No. 2025-048, confirming the annual assessment for the Downtown Parking and Business Improvement Area (DPBIA) for Fiscal Year 2027-2027.
AYES (5): Bourbeau, Dariz, Funk, Newsom, and Peek
Passed 5-0
6. Atascadero Tourism Business Improvement District (ATBID) Confirmation of Annual Assessment (FY 2026-2027)
Fiscal Impact: Annual assessments are expected to be approximately $534,030 and expenditures are budgeted at $546,340 for fiscal year 2026- 2027.
Recommendation: Council provide direction to staff on specific land uses and development standards for commercial zoning districts. [Community Services and Promotions]
Community Services and Promotions Director Banish presented this item and answered questions from the Council.
Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: None
Mayor Bourbeau closed the Public Comment period.
MOTION BY: Funk
SECOND BY: Dariz
1. Adopt Resolution No. 2026-049, confirming the annual Business Improvement District assessment on lodging businesses within the Atascadero Tourism Business Improvement District (Fiscal Year 2026-2027).
AYES (5): Bourbeau, Dariz, Funk, Newsom, and Peek
Passed 5-0
I. MANAGEMENT REPORTS
1. City Of Atascadero Emergency Operations Plan
Fiscal Impact: Adoption of the EOP does not create an immediate fiscal impact.
Recommendation: Council adopt Draft Resolution adopting the 2026 Emergency Operations Plan as the City’s official all-hazards emergency guidance document. [Fire]
Fire Chief Bryson presented this item and answered questions from Council.
06/23/2026 | Item D1
Atascadero City Council
June 9, 2026
Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: None
Mayor Bourbeau closed the Public Comment period.
MOTION BY: Newsom
SECOND BY: Funk
1. Council adopt Resolution No. 2026-050 adopting the 2026 Emergency Operations Plan as the City's official all-hazards emergency guidance document.
AYES (5): Bourbeau, Dariz, Funk, Newsom, and Peek
Passed 5-0
2. 2045 Atascadero General Plan Fiscal Impact Analysis Overview Fiscal Impact: The fiscal analysis is not a required element of the General Plan or Zoning Code but is simply an informational tool for the City to assist in decision making. Staff and the consultant team will continue to engage the public, Planning Commission and City Council on items related to Plan adoption, including updates to the Zoning Code proposed to implement the 2045 General Plan and scheduled for concurrent adoption.
Recommendation: City Council receive an overview of the Fiscal Impact Analysis prepared for the General Plan and Zoning Code Update project. [Community Development]
Community Development Director Dunsmore presented this item and answered questions from the Council.
Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: Geoff Auslen, Grant Dunn Mayor Bourbeau closed the Public Comment period.
J. COUNCIL ANNOUNCEMENTS AND COMMITTEE REPORTS
The following Council Members gave brief update reports on their committees since their last Council meeting:
Mayor Bourbeau
1. Integrated Waste Management Authority (IWMA)
2. Central Coast Community Energy (3CE)
Mayor Pro Tem Dariz
1. Visit SLO CAL Advisory Committee
06/23/2026 | Item D1
Atascadero City Council
June 9, 2026
Council Member Newsom
1. SLO Council of Governments (SLOCOG)
2. SLO Regional Transit Authority (RTA)
Council Member Peek
1. SLO County Water Resources Advisory Committee (WRAC) K. INDIVIDUAL DETERMINATION AND / OR ACTION:
None
L. ADJOURNMENT
Mayor Bourbeau adjourned the meeting at 7:53 p.m.
MINUTES PREPARED BY:
______________________________________
Alyssa Slater
Deputy City Clerk
APPROVED:
06/23/2026 | Item D2
Atascadero City Council
Jun 9, 2026
CITY OF ATASCADERO
SPECIAL CITY COUNCIL MEETING
CLOSED SESSION DRAFT MINUTES
June 9, 2026, 5:45 p.m.
City Hall Council Chambers, Fourth Floor
6500 Palma Avenue, Atascadero, California
_____________________________________________________________________ A. CLOSED SESSION - 5:45 p.m.
Mayor Bourbeau called the meeting to order at 5:45 p.m.
1. ROLL CALL
Present: Mayor Bourbeau, Mayor Pro Tem Dariz, Council Member Funk, Council Member Newsom, Council Member Peek
Absent: None
Staff
Present:
City Manager James R. Lewis, Assistant City Manager/City Clerk Lara Henderson, City Attorney Dave Fleishman, Community Development Director Phil Dunsmore, Deputy City Manager - IT Luke Knight
2. CLOSED SESSION - PUBLIC COMMENT
Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: None
Mayor Bourbeau closed the Public Comment period.
Council left chambers to begin Closed Session
(Assistant City Manager/City Clerk Henderson and Deputy City Manager Knight did not attend Closed Session)
3. CLOSED SESSION - CALL TO ORDER
a. Conference with Real Property Negotiators
Government Code Sec 54956.8
Real Property: Capistrano Avenue (APN is 029-105-014 - Sean Knoph property), Atascadero, CA 93422
06/23/2026 | Item D2
Atascadero City Council
Jun 9, 2026
Agency Negotiator: James R. Lewis, City Manager
Negotiating Parties: Sean Knoph
Subject of Negotiations: Purchase price and/or terms of payment
4. CLOSED SESSION REPORT
City Attorney Fleishman reported that there was no reportable action from Closed Session.
5. CLOSED SESSION - ADJOURNMENT
Mayor Bourbeau adjourned the meeting at 5:58 p.m.
MINUTES PREPARED BY:
______________________________________
Alyssa Slater
Deputy City Clerk
APPROVED:
Item D3
6/23/26 | Item D3 | Staff Report
Lara K. Henderson, Assistant City Manager
Check
Number Check Date Vendor Descripon Amount
City of Atascadero
Disbursement Lisng
For the Month of April 2026
185347 05/01/2026 2 MEXICANS LLC Accounts Payable Check 876.25 185348 05/01/2026 A SUPERIOR CRANE LLC Accounts Payable Check 1,300.00 185349 05/01/2026 A&F SOUVENIR Accounts Payable Check 343.75 185350 05/01/2026 A&T ARBORISTS & VEGETATION Accounts Payable Check 11,400.00 185351 05/01/2026 ADAMSKI, MOROSKI, MADDEN, Accounts Payable Check 74.00 185352 05/01/2026 ADAMSON POLICE PRODUCTS Accounts Payable Check 24,736.28 185353 05/01/2026 AIRGAS USA LLC Accounts Payable Check 355.85 185354 05/01/2026 ALLTECH SERVICES INC Accounts Payable Check 4,170.75 185355 05/01/2026 ALTHOUSE & MEADE INC Accounts Payable Check 1,762.05 185356 05/01/2026 ANTECH DIAGNOSTICS Accounts Payable Check 1,184.03 185357 05/01/2026 APPLIED CONCEPTS Accounts Payable Check 2,698.09 185358 05/01/2026 AQUA NATURAL SOLUTIONS Accounts Payable Check 19,086.99 185359 05/01/2026 AT&T Accounts Payable Check 814.56
185360 05/01/2026 AT&T Accounts Payable Check 284.08
185361 05/01/2026 ATASCADERO HAY & FEED Accounts Payable Check 1,285.49 185362 05/01/2026 AVILA TRAFFIC SAFETY Accounts Payable Check 850.71 185363 05/01/2026 TERRIE BANISH Accounts Payable Check 300.00 185364 05/01/2026 JAMONI J. BARBER Accounts Payable Check 62.00 185365 05/01/2026 BATTERY SYSTEMS INC Accounts Payable Check 152.37 185366 05/01/2026 BERRY MAN INC Accounts Payable Check 613.10 185367 05/01/2026 BLACK BOX SAFETY INC Accounts Payable Check 7,778.02 185368 05/01/2026 BOUND TREE MEDICAL LLC Accounts Payable Check 859.11 185369 05/01/2026 BURT INDUSTRIAL SUPPLY Accounts Payable Check 329.11 185370 05/01/2026 CARBON HEALTH MED GROUP OF CA Accounts Payable Check 275.00 185371 05/01/2026 KRYSTAL CARLON Accounts Payable Check 7.00 185372 05/01/2026 CASEY PRINTING INC Accounts Payable Check 7,974.29 185373 05/01/2026 CENTRAL COAST PRINT COMPANY Accounts Payable Check 6,406.48 185374 05/01/2026 CHARTER COMMUNICATIONS Accounts Payable Check 1,988.75 185375 05/01/2026 CINTAS Accounts Payable Check 753.51
185376 05/01/2026 COLE FARMS INC Accounts Payable Check 535.32 185377 05/01/2026 COLORCRAFT PRINTING Accounts Payable Check 380.99 185378 05/01/2026 THE COUNSELING TEAM INTERNATIONAL Accounts Payable Check 34,728.75 185379 05/01/2026 CREATE & LEARN Accounts Payable Check 72.10 185380 05/01/2026 CRYSTAL CRIMBCHIN Accounts Payable Check 722.07 185381 05/01/2026 NICHOLAS DEBAR Accounts Payable Check 300.00 185382 05/01/2026 DEPARTMENT OF JUSTICE Accounts Payable Check 558.00 185383 05/01/2026 DOOMSDAY SKATE LLC Accounts Payable Check 534.00 185384 05/01/2026 PHILIP DUNSMORE Accounts Payable Check 300.00 185385 05/01/2026 KEVIN G. EIMERS Accounts Payable Check 310.00 185386 05/01/2026 EPIC IT SUPPORT Accounts Payable Check 118,490.12 6/23/26 | Item D3 | Attachment 1
Check
Number Check Date Vendor Descripon Amount
City of Atascadero
Disbursement Lisng
For the Month of April 2026
185387 05/01/2026 EXECUTIVE JANITORIAL Accounts Payable Check 3,500.00 185388 05/01/2026 F&H CONSTRUCTION Accounts Payable Check 248,994.85 185389 05/01/2026 FAHLO Accounts Payable Check 556.00
185390 05/01/2026 FARM SUPPLY COMPANY Accounts Payable Check 1,818.33 185391 05/01/2026 FENCE FACTORY ATASCADERO Accounts Payable Check 573.59 185392 05/01/2026 FGL ENVIRONMENTAL Accounts Payable Check 702.00 185393 05/01/2026 FIESTA MAHAR MANUFACTURNG CORP Accounts Payable Check 311.88 185394 05/01/2026 FILIPPIN ENGINEERING INC Accounts Payable Check 2,385.00 185395 05/01/2026 NICHOLAS C. FRANGIE Accounts Payable Check 248.00 185396 05/01/2026 GLENN'S REPAIR & RENTAL INC Accounts Payable Check 189.93 185397 05/01/2026 ERICK GOMEZ Accounts Payable Check 357.40 185398 05/01/2026 RYAN GOUDY Accounts Payable Check 120.00 185399 05/01/2026 GRAINGER Accounts Payable Check 566.71 185400 05/01/2026 TRISTAN M. GUILLORY Accounts Payable Check 243.00 185401 05/01/2026 CHRISTOPHER HALL Accounts Payable Check 1,567.00 185402 05/01/2026 HANSEN BRO'S CUSTOM FARMING Accounts Payable Check 9,846.80 185403 05/01/2026 HERC RENTALS INC Accounts Payable Check 929.79 185404 05/01/2026 HERITAGE EMERGENCY RESPONSE Accounts Payable Check 1,040.00 185405 05/01/2026 HIGH COUNTRY OUTDOOR INC Accounts Payable Check 1,100.00 185407 05/01/2026 HOME DEPOT CREDIT SERVICES Accounts Payable Check 3,456.11 185408 05/01/2026 IMPACT PHOTOGRAPHICS INC Accounts Payable Check 298.00 185409 05/01/2026 INFORMATION TECHNOLOGY Accounts Payable Check 951.27 185410 05/01/2026 IRON MOUNTAIN RECORDS MGMNT Accounts Payable Check 174.80 185411 05/01/2026 J. CARROLL CORPORATION Accounts Payable Check 1,839.53 185412 05/01/2026 JAS PACIFIC Accounts Payable Check 1,000.00 185413 05/01/2026 K. JONS JEWELRY COMPANY LLC Accounts Payable Check 5,030.77 185414 05/01/2026 LASER TECHNOLOGY INC Accounts Payable Check 75.00 185415 05/01/2026 LEE WILSON ELECTRIC CO INC Accounts Payable Check 9,347.00 185416 05/01/2026 JAMES R. LEWIS Accounts Payable Check 300.00 185417 05/01/2026 LIFE ASSIST INC Accounts Payable Check 7,181.08 185418 05/01/2026 LOUISVILLE-JEFFERSON COUNTY Accounts Payable Check 154.06 185419 05/01/2026 MADRONE LANDSCAPE Accounts Payable Check 13,995.00 185420 05/01/2026 MBS LAND SURVEYS Accounts Payable Check 6,000.00 185421 05/01/2026 MIG Accounts Payable Check 22,829.05
185422 05/01/2026 KAYLA MIKEL Accounts Payable Check 352.43 185423 05/01/2026 MINER'S ACE HARDWARE Accounts Payable Check 724.82 185424 05/01/2026 KATIE MULDER Accounts Payable Check 87.00 185425 05/01/2026 MWI ANIMAL HEALTH Accounts Payable Check 514.68 185426 05/01/2026 NEW TIMES Accounts Payable Check 2,120.00 185427 05/01/2026 NUTRIEN AG SOLUTIONS INC Accounts Payable Check 2,925.00 6/23/26 | Item D3 | Attachment 1
Check
Number Check Date Vendor Descripon Amount
City of Atascadero
Disbursement Lisng
For the Month of April 2026
185428 05/01/2026 ODP BUSINESS SOLUTIONS LLC Accounts Payable Check 85.89 185429 05/01/2026 PACIFIC GAS & ELECTRIC Accounts Payable Check 65,818.15 185430 05/01/2026 PACIFIC GAS AND ELECTRIC Accounts Payable Check 29,640.09 185431 05/01/2026 PERRY'S PARCEL & GIFT Accounts Payable Check 58.23 185432 05/01/2026 MICHAEL W. PORTER II Accounts Payable Check 60.00 185433 05/01/2026 PROCARE JANITORIAL SUPPLY INC Accounts Payable Check 1,075.36 185434 05/01/2026 QUALITY TINTING & SIGNS Accounts Payable Check 5,518.75 185435 05/01/2026 JERI RANGEL Accounts Payable Check 300.00 185436 05/01/2026 RECOGNITION WORKS Accounts Payable Check 449.14 185437 05/01/2026 RENEWELL FLEET SERVICE LLC Accounts Payable Check 2,343.00 185438 05/01/2026 RICK ENGINEERING COMPANY Accounts Payable Check 57,449.80 185439 05/01/2026 ROB REYNOLDS CONSTRUCTION Accounts Payable Check 49,158.11 185440 05/01/2026 RUTH ROCHA Accounts Payable Check 87.00 185441 05/01/2026 CORBIN J. ROSSI Accounts Payable Check 192.00 185442 05/01/2026 SCHINDLER ELEVATOR CORP Accounts Payable Check 531.27 185443 05/01/2026 SECURITAS TECHNOLOGY Accounts Payable Check 494.36 185444 05/01/2026 SILENT 6 LLC Accounts Payable Check 6,168.23 185445 05/01/2026 SIONICS WEAPON SYSTEMS Accounts Payable Check 7,209.96 185446 05/01/2026 SITEONE LANDSCAPE SUPPLY LLC Accounts Payable Check 1,331.51 185447 05/01/2026 SLO COUNTY HEALTH AGENCY Accounts Payable Check 1,788.00 185448 05/01/2026 SLO COUNTY OFFICE OF EMERGENCY Accounts Payable Check 4,375.00 185449 05/01/2026 SLO COUNTY SHERIFF'S OFFICE Accounts Payable Check 2,540.08 185450 05/01/2026 RANDY D. SMART JR Accounts Payable Check 124.00 185451 05/01/2026 SOCAL GAS Accounts Payable Check 927.41 185452 05/01/2026 SOUTH COAST FIRE EQUIPMENT Accounts Payable Check 1,005,837.08 185453 05/01/2026 SPECIALIZED EQUIPMENT REPAIR Accounts Payable Check 5,841.95 185454 05/01/2026 SSA GROUP LLC Accounts Payable Check 3,333.34 185455 05/01/2026 BRUCE ST. JOHN Accounts Payable Check 522.38 185456 05/01/2026 DR. CYNTHIA STRINGFIELD Accounts Payable Check 85.73 185457 05/01/2026 SUN BADGE COMPANY Accounts Payable Check 91.48 185458 05/01/2026 SUNLIGHT JANITORIAL INC Accounts Payable Check 1,897.50 185459 05/01/2026 SWCA ENVIRONMENTAL CONSULTANTS Accounts Payable Check 6,042.50 185460 05/01/2026 VOID Accounts Payable Check 0.00
185461 05/01/2026 T-MOBILE Accounts Payable Check 3,090.65 185462 05/01/2026 T-MOBILE Accounts Payable Check 35.36 185463 05/01/2026 TOLEDO ZOO Accounts Payable Check 167.86 185464 05/01/2026 TOPO ELEMENT EQUIPMENT Accounts Payable Check 29,906.25 185465 05/01/2026 UNITED RENTALS Accounts Payable Check 2,465.75 185466 05/01/2026 UNIV OF TEXAS AT ARLINGTON Accounts Payable Check 4,725.00 185467 05/01/2026 URBAN FUTURES INC Accounts Payable Check 5,000.00 6/23/26 | Item D3 | Attachment 1
Check
Number Check Date Vendor Descripon Amount
City of Atascadero
Disbursement Lisng
For the Month of April 2026
185468 05/01/2026 US POSTMASTER Accounts Payable Check 740.00 185469 05/01/2026 VITAL RECORDS CONTROL Accounts Payable Check 224.95 185470 05/01/2026 WATER SYSTEMS CONSULTING INC Accounts Payable Check 43,532.50 185471 05/01/2026 WESTERN JANITOR SUPPLY Accounts Payable Check 116.41 185472 05/01/2026 WEX BANK - BUSINESS UNIVERSAL Accounts Payable Check 14,704.44 185473 05/01/2026 WEX BANK - WEX FLEET UNIVERSAL Accounts Payable Check 11,231.55 185474 05/01/2026 WINE COUNTRY BALANCE Accounts Payable Check 635.00 185475 05/05/2026 ANTHEM BLUE CROSS HEALTH Payroll Vendor Payment 256,777.79 185477 05/05/2026 GIS BENEFITS Payroll Vendor Payment 18,415.52 185478 05/07/2026 PACIFIC GAS AND ELECTRIC Accounts Payable Check 391.85 185479 05/07/2026 US POSTMASTER Accounts Payable Check 3,908.06 6019 05/08/2026 MCGRIFF INSURANCE SERVICE TRUIST INSURANCE HOLIDNGS LLC Payroll Vendor Payment 748.32 6020 05/08/2026 ATASCADERO POLICE OFFICERS Payroll Vendor Payment 2,346.00 6021 05/08/2026 SEIU LOCAL 620 Payroll Vendor Payment 1,211.24 6022 05/08/2026 STATE DISBURSEMENT UNIT Payroll Vendor Payment 848.32 185480 05/08/2026 ATASCADERO PROF FIREFIGHTERS Payroll Vendor Payment 1,557.51 185481 05/08/2026 EMPLOYMENT DEV DEPARTMENT Accounts Payable Check 6,459.00 185482 05/08/2026 IAFF MERP TRUST OFFICE C/O BPA Payroll Vendor Payment 1,900.00 185483 05/08/2026 MISSIONSQUARE Payroll Vendor Payment 20,213.08 185484 05/08/2026 NATIONWIDE RETIREMENT SOLUTION Payroll Vendor Payment 778.16 6023 05/11/2026 ANTHEM BLUE CROSS HSA Payroll Vendor Payment 14,264.75 6024 05/12/2026 RABOBANK NA Payroll Vendor Payment 75,803.30 6025 05/12/2026 EMPLOYMENT DEV DEPARTMENT Payroll Vendor Payment 24,907.87 6026 05/12/2026 EMPLOYMENT DEV DEPARTMENT Payroll Vendor Payment 5,697.70 6027 05/13/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 16,444.24 6028 05/13/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 33,146.55 6029 05/13/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 2,994.12 6030 05/13/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 3,060.58 6031 05/13/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 7,988.44 6032 05/13/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 12,920.61 6033 05/13/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 24,792.10 6034 05/13/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 37,722.31 185485 05/15/2026 2 MEXICANS LLC Accounts Payable Check 4,994.00 185486 05/15/2026 A&T ARBORISTS & VEGETATION Accounts Payable Check 23,000.00 185487 05/15/2026 ACCESS PUBLISHING Accounts Payable Check 889.00 185488 05/15/2026 AGM CALIFORNIA INC Accounts Payable Check 2,422.00 185489 05/15/2026 AIRGAS USA LLC Accounts Payable Check 110.29 185490 05/15/2026 ASSOCIATED TRAFFIC SAFETY INC Accounts Payable Check 699.89 185491 05/15/2026 AT&T Accounts Payable Check 510.59
185492 05/15/2026 ATASCADERO HAY & FEED Accounts Payable Check 2,306.42 6/23/26 | Item D3 | Attachment 1
Check
Number Check Date Vendor Descripon Amount
City of Atascadero
Disbursement Lisng
For the Month of April 2026
185494 05/15/2026 ATASCADERO MUTUAL WATER CO Accounts Payable Check 17,494.23 185495 05/15/2026 AVILA TRAFFIC SAFETY Accounts Payable Check 177.68 185496 05/15/2026 TERRIE BANISH Accounts Payable Check 163.12 185497 05/15/2026 BATTERY SYSTEMS INC Accounts Payable Check 24.35 185498 05/15/2026 BAY AREA DRIVING SCHOOL INC Accounts Payable Check 34.99 185499 05/15/2026 KEITH R. BERGHER Accounts Payable Check 697.50 185500 05/15/2026 BERRY MAN INC Accounts Payable Check 763.15 185501 05/15/2026 TOM BIRKENFELD Accounts Payable Check 304.50 185502 05/15/2026 BLACK & VEATCH CORPORATION Accounts Payable Check 180,982.78 185503 05/15/2026 TERRI R. BLEDSOE Accounts Payable Check 300.00 185504 05/15/2026 BLUE SKY PSYCHOLOGY GROUP INC Accounts Payable Check 1,260.00 185505 05/15/2026 BRENDLER JANITORIAL SERVICE Accounts Payable Check 1,340.00 185506 05/15/2026 BREZDEN PEST CONTROL INC Accounts Payable Check 182.00 185507 05/15/2026 BROWDER PAINTING COMPANY INC Accounts Payable Check 5,125.00 185508 05/15/2026 CAROLLO ENGINEERS INC Accounts Payable Check 1,282.00 185509 05/15/2026 CENTRICITY GIS LLC Accounts Payable Check 8,100.00 185510 05/15/2026 LARA CHRISTENSEN Accounts Payable Check 1,908.74 185511 05/15/2026 CINTAS Accounts Payable Check 906.19
185512 05/15/2026 CLEATH-HARRIS GEOLOGISTS INC Accounts Payable Check 956.80 185513 05/15/2026 CLEVER CONCEPTS INC Accounts Payable Check 160.00 185514 05/15/2026 COASTAL COPY INC Accounts Payable Check 1,683.61 185515 05/15/2026 COLE FARMS INC Accounts Payable Check 1,946.02 185516 05/15/2026 COPWARE INC Accounts Payable Check 965.00 185517 05/15/2026 NICOLE C. CORRIDORI Accounts Payable Check 108.00 185518 05/15/2026 CRYSTAL SPRINGS WATER Accounts Payable Check 20.00 185519 05/15/2026 CT SIGNS Accounts Payable Check 163.13 185520 05/15/2026 CULLIGAN SANTA MARIA Accounts Payable Check 972.70 185521 05/15/2026 DAN BIDDLE PEST CONTROL Accounts Payable Check 135.00 185522 05/15/2026 SHARON J. DAVIS Accounts Payable Check 136.50 185523 05/15/2026 DEPARTMENT OF TRANSPORTATION Accounts Payable Check 7,544.27 185524 05/15/2026 EARTH SYSTEMS PACIFIC Accounts Payable Check 786.50 185525 05/15/2026 KEVIN G. EIMERS Accounts Payable Check 62.00 185526 05/15/2026 ELECTRIC MOTOR WORKS INC Accounts Payable Check 6,219.30 185527 05/15/2026 ESCROW CLEANING SERVICE Accounts Payable Check 950.00 185528 05/15/2026 FAILSAFE TESTING LLC Accounts Payable Check 2,046.28 185529 05/15/2026 FARM SUPPLY COMPANY Accounts Payable Check 385.48 185530 05/15/2026 FENCE FACTORY ATASCADERO Accounts Payable Check 475.00 185531 05/15/2026 CODY FERRIS Accounts Payable Check 174.00 185532 05/15/2026 FGL ENVIRONMENTAL Accounts Payable Check 544.00 185533 05/15/2026 FILIPPIN ENGINEERING INC Accounts Payable Check 4,852.50 6/23/26 | Item D3 | Attachment 1
Check
Number Check Date Vendor Descripon Amount
City of Atascadero
Disbursement Lisng
For the Month of April 2026
185534 05/15/2026 FLEXTG LLC Accounts Payable Check 19.86 185535 05/15/2026 NICHOLAS C. FRANGIE Accounts Payable Check 93.00 185536 05/15/2026 SUSAN FUNK Accounts Payable Check 949.98 185537 05/15/2026 GEAR WASH Accounts Payable Check 2,196.00 185538 05/15/2026 GLOBAL WORLD GROUP LLC Accounts Payable Check 178.75 185539 05/15/2026 GRAINGER Accounts Payable Check 97.49 185540 05/15/2026 HARMONY VALLEY CREAMERY Accounts Payable Check 1,815.30 185541 05/15/2026 KELLIE K. HART Accounts Payable Check 112.00 185542 05/15/2026 HINDERLITER, DE LLAMAS & ASSOC Accounts Payable Check 1,352.63 185543 05/15/2026 LUKE HUMPHREY Accounts Payable Check 43.00 185544 05/15/2026 INSECT LORE PRODUCTS INC Accounts Payable Check 130.41 185545 05/15/2026 INTERWEST CONSULTING GROUP INC Accounts Payable Check 3,949.75 185546 05/15/2026 IRON MOUNTAIN RECORDS MGMNT Accounts Payable Check 49.84 185547 05/15/2026 JEFF & TONY'S DSD, LLC Accounts Payable Check 499.54 185548 05/15/2026 JK'S UNLIMITED INC Accounts Payable Check 4,072.15 185549 05/15/2026 JOE A. GONSALVES & SON Accounts Payable Check 3,000.00 185550 05/15/2026 K&M INTERNATIONAL Accounts Payable Check 1,751.30 185551 05/15/2026 KPRL 1230 AM Accounts Payable Check 520.00 185552 05/15/2026 L.N. CURTIS & SONS Accounts Payable Check 1,367.86 185553 05/15/2026 JAMES R. LEWIS Accounts Payable Check 1,648.71 185554 05/15/2026 LEXISNEXIS RISK SOLUTIONS FL Accounts Payable Check 533.34 185555 05/15/2026 LIFE ASSIST INC Accounts Payable Check 1,013.03 185556 05/15/2026 BRITTANI LINANE Accounts Payable Check 51.97 185557 05/15/2026 MATTHEW MADRIGAL Accounts Payable Check 174.00 185558 05/15/2026 MARBORG INDUSTRIES Accounts Payable Check 72.95 185559 05/15/2026 MARIACHI LO MEJOR DE JALISCO Accounts Payable Check 2,000.00 185560 05/15/2026 CRAIG MARTINEAU Accounts Payable Check 349.00 185561 05/15/2026 MID COAST MOWER & SAW INC Accounts Payable Check 116.43 185562 05/15/2026 MINER'S ACE HARDWARE Accounts Payable Check 566.09 185563 05/15/2026 ADAM W. MONTIEL Accounts Payable Check 599.00 185564 05/15/2026 MOSS, LEVY, & HARTZHEIM LLP Accounts Payable Check 2,590.00 185565 05/15/2026 MWI ANIMAL HEALTH Accounts Payable Check 8.72 185566 05/15/2026 NATURE PLANET INC Accounts Payable Check 1,243.35 185567 05/15/2026 NEW TIMES Accounts Payable Check 187.00 185568 05/15/2026 NORTH COAST ENGINEERING INC Accounts Payable Check 220.00 185569 05/15/2026 NORTHWEST ZOOPATH PC Accounts Payable Check 1,281.48 185570 05/15/2026 PACIFIC CNTRL COAST HLTH CTRS Accounts Payable Check 210.00 185574 05/15/2026 PACIFIC GAS AND ELECTRIC Accounts Payable Check 44,545.21 185575 05/15/2026 PACIFIC METAL BUILDINGS INC Accounts Payable Check 39,864.50 185576 05/15/2026 PASO BAMBOO NURSERY Accounts Payable Check 1,501.50 6/23/26 | Item D3 | Attachment 1
Check
Number Check Date Vendor Descripon Amount
City of Atascadero
Disbursement Lisng
For the Month of April 2026
185577 05/15/2026 PASO ROBLES SAFE & LOCK INC Accounts Payable Check 340.00 185578 05/15/2026 PEAKWIFI LLC Accounts Payable Check 650.00 185579 05/15/2026 PENGUIN RANDOM HOUSE LLC Accounts Payable Check 123.75 185580 05/15/2026 BRANDON M. PETERSMARK Accounts Payable Check 124.00 185581 05/15/2026 PORTER CONSTRUCTION INC Accounts Payable Check 23,640.00 185582 05/15/2026 PROCARE JANITORIAL SUPPLY INC Accounts Payable Check 407.19 185583 05/15/2026 RAINSCAPE Accounts Payable Check 7,242.00 185584 05/15/2026 RECOGNITION WORKS Accounts Payable Check 21.10 185585 05/15/2026 DYLAN REYNOLDS Accounts Payable Check 43.00 185586 05/15/2026 RICHARDS, WATSON & GERSHON Accounts Payable Check 58,335.20 185587 05/15/2026 ROBERTSON, ANSCHUTZ, SCHNEID, Accounts Payable Check 11.00 185588 05/15/2026 JAMES STEVEN ROBINSON, DVM Accounts Payable Check 1,200.00 185589 05/15/2026 CORBIN J. ROSSI Accounts Payable Check 96.00 185590 05/15/2026 RTS TACTICAL Accounts Payable Check 12,941.23 185591 05/15/2026 SAFARI LTD Accounts Payable Check 255.90 185592 05/15/2026 SCOTT O'BRIEN FIRE & SAFETY CO Accounts Payable Check 243.46 185593 05/15/2026 SECURITAS TECHNOLOGY Accounts Payable Check 494.36 185594 05/15/2026 ALYSSA SLATER Accounts Payable Check 57.97 185595 05/15/2026 SLO COUNTY HEALTH AGENCY Accounts Payable Check 9,445.00 185596 05/15/2026 RANDY D. SMART JR Accounts Payable Check 31.00 185597 05/15/2026 MARY P. SMITH Accounts Payable Check 2,041.08 185598 05/15/2026 SOCAL GAS Accounts Payable Check 25.19 185599 05/15/2026 SOUZA CONSTRUCTION INC Accounts Payable Check 65,546.09 185600 05/15/2026 SPEAKWRITE LLC Accounts Payable Check 117.42 185601 05/15/2026 SPECIALIZED EQUIPMENT REPAIR Accounts Payable Check 1,516.62 185602 05/15/2026 CHRISTOPHER H. STALEY Accounts Payable Check 2,000.00 185603 05/15/2026 STERICYCLE INC Accounts Payable Check 28.15 185604 05/15/2026 SUN BADGE COMPANY Accounts Payable Check 175.95 185605 05/15/2026 SWCA ENVIRONMENTAL CONSULTANTS Accounts Payable Check 2,619.50 185606 05/15/2026 MADELINE M. TAYLOR Accounts Payable Check 421.20 185607 05/15/2026 TESCO CONTROLS LLC Accounts Payable Check 48,384.00 185608 05/15/2026 THORN RUN PARTNERS LLC Accounts Payable Check 3,000.00 185609 05/15/2026 TOWNSEND PUBLIC AFFAIRS INC Accounts Payable Check 4,000.00 185610 05/15/2026 VOID Accounts Payable Check 0.00
185617 05/15/2026 US BANK Accounts Payable Check 38,973.97 185618 05/15/2026 US BANK Accounts Payable Check 3,217.00 185619 05/15/2026 VAN BEURDEN INSURANCE SVC INC Accounts Payable Check 5,893.54 185620 05/15/2026 VINO VICE INC Accounts Payable Check 1,363.00 185621 05/15/2026 VITAL RECORDS CONTROL Accounts Payable Check 224.95 185622 05/15/2026 WEST COAST AUTO & TOWING INC Accounts Payable Check 750.00 6/23/26 | Item D3 | Attachment 1
Check
Number Check Date Vendor Descripon Amount
City of Atascadero
Disbursement Lisng
For the Month of April 2026
185623 05/15/2026 WESTERN JANITOR SUPPLY Accounts Payable Check 295.41 185624 05/15/2026 KAREN B. WYKE Accounts Payable Check 747.60 185625 05/15/2026 YOUTH EVOLUTION SOCCER Accounts Payable Check 806.40 185626 05/15/2026 ZOOM IMAGING SOLUTIONS INC Accounts Payable Check 1,472.04 185627 05/19/2026 PACIFIC GAS AND ELECTRIC Accounts Payable Check 27,936.30 185628 05/19/2026 TYLER TECHNOLOGIES INC Accounts Payable Check 6,820.00 185629 05/21/2026 ATASCADERO PROF FIREFIGHTERS Payroll Vendor Payment 1,557.51 185630 05/21/2026 IAFF MERP TRUST OFFICE C/O BPA Payroll Vendor Payment 1,900.00 185631 05/21/2026 MISSIONSQUARE Payroll Vendor Payment 20,483.33 185632 05/21/2026 NATIONWIDE RETIREMENT SOLUTION Payroll Vendor Payment 765.01 6035 05/22/2026 MCGRIFF INSURANCE SERVICE TRUIST INSURANCE HOLIDNGS LLC Payroll Vendor Payment 748.32 6036 05/22/2026 ATASCADERO POLICE OFFICERS Payroll Vendor Payment 2,346.00 6037 05/22/2026 SEIU LOCAL 620 Payroll Vendor Payment 1,211.78 6038 05/22/2026 STATE DISBURSEMENT UNIT Payroll Vendor Payment 767.41 6039 05/22/2026 ANTHEM BLUE CROSS HSA Payroll Vendor Payment 15,764.75 6040 05/26/2026 RABOBANK NA Payroll Vendor Payment 79,954.73 6041 05/26/2026 EMPLOYMENT DEV DEPARTMENT Payroll Vendor Payment 26,384.70 6042 05/26/2026 EMPLOYMENT DEV DEPARTMENT Payroll Vendor Payment 5,908.65 185633 05/26/2026 PACIFIC GAS & ELECTRIC Accounts Payable Check 13,614.16 6043 05/27/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 16,805.66 6044 05/27/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 33,058.39 6045 05/27/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 2,994.12 6046 05/27/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 3,060.58 6047 05/27/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 7,911.66 6048 05/27/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 12,669.14 6049 05/27/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 24,875.58 6050 05/27/2026 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM Payroll Vendor Payment 37,980.12 185634 05/29/2026 A&T ARBORISTS & VEGETATION Accounts Payable Check 1,800.00 185635 05/29/2026 ALL ABOUT EVENTS INC Accounts Payable Check 119.00 185636 05/29/2026 ALLIANT INSURANCE SERVICES INC Accounts Payable Check 385.00 185637 05/29/2026 ALPHA ELECTRICAL SERVICE Accounts Payable Check 590.00 185638 05/29/2026 ANTECH DIAGNOSTICS Accounts Payable Check 368.28 185639 05/29/2026 AT&T Accounts Payable Check 827.18
185641 05/29/2026 AT&T Accounts Payable Check 1,256.32
185642 05/29/2026 AT&T Accounts Payable Check 235.55
185643 05/29/2026 ATASCADERO PET CENTER INC Accounts Payable Check 626.92 185644 05/29/2026 ATASCADERO UNIFIED SCHOOL DIST Accounts Payable Check 3,650.00 185645 05/29/2026 A-TOWN AV INC Accounts Payable Check 7,800.00 185646 05/29/2026 AURORA WORLD INC Accounts Payable Check 580.27 185647 05/29/2026 AVILA TRAFFIC SAFETY Accounts Payable Check 84.83 6/23/26 | Item D3 | Attachment 1
Check
Number Check Date Vendor Descripon Amount
City of Atascadero
Disbursement Lisng
For the Month of April 2026
185648 05/29/2026 TERRIE BANISH Accounts Payable Check 54.13 185649 05/29/2026 BERRY MAN INC Accounts Payable Check 459.70 185650 05/29/2026 TOM BIRKENFELD Accounts Payable Check 81.00 185651 05/29/2026 BLACK & VEATCH CORPORATION Accounts Payable Check 96,544.12 185652 05/29/2026 BOONE GRAPHICS & PRINTING INC Accounts Payable Check 1,254.33 185653 05/29/2026 KAREN BOORTZ Accounts Payable Check 250.00 185654 05/29/2026 BURT INDUSTRIAL SUPPLY Accounts Payable Check 718.05 185655 05/29/2026 CARBON HEALTH MED GROUP OF CA Accounts Payable Check 235.00 185656 05/29/2026 CASEY PRINTING INC Accounts Payable Check 1,965.11 185657 05/29/2026 CED CONSOLIDATED ELECTRICAL Accounts Payable Check 2,009.77 185658 05/29/2026 CHARTER COMMUNICATIONS Accounts Payable Check 4,490.78 185659 05/29/2026 CINTAS Accounts Payable Check 374.87
185660 05/29/2026 COYOTE TRACTOR SERVICES LLC Accounts Payable Check 555.00 185661 05/29/2026 DEPARTMENT OF JUSTICE Accounts Payable Check 853.00 185662 05/29/2026 DURA ART STONE Accounts Payable Check 4,526.04 185663 05/29/2026 KEVIN G. EIMERS Accounts Payable Check 93.00 185664 05/29/2026 EL CAMINO VETERINARY HOSPITAL Accounts Payable Check 184.61 185665 05/29/2026 EXECUTIVE JANITORIAL Accounts Payable Check 3,500.00 185666 05/29/2026 FAHLO Accounts Payable Check 155.00
185667 05/29/2026 FARM SUPPLY COMPANY Accounts Payable Check 689.79 185668 05/29/2026 FENCE FACTORY ATASCADERO Accounts Payable Check 490.50 185669 05/29/2026 FERGUSON ENTERPRISES LLC Accounts Payable Check 46.88 185670 05/29/2026 FRANCISCO FERNANDEZ Accounts Payable Check 229.45 185671 05/29/2026 FGL ENVIRONMENTAL Accounts Payable Check 3,893.00 185672 05/29/2026 NICHOLAS C. FRANGIE Accounts Payable Check 124.00 185673 05/29/2026 ANNE E. GALLAGHER Accounts Payable Check 742.50 185674 05/29/2026 GENERAL CODE LLC Accounts Payable Check 2,381.50 185675 05/29/2026 GREAT MOUNTAIN WEST INC Accounts Payable Check 442.51 185676 05/29/2026 TRISTAN M. GUILLORY Accounts Payable Check 31.00 185677 05/29/2026 HAAKER EQUIPMENT COMPANY INC Accounts Payable Check 498.94 185678 05/29/2026 CHRISTOPHER HALL Accounts Payable Check 199.00 185679 05/29/2026 HANSEN BRO'S CUSTOM FARMING Accounts Payable Check 15,016.37 185680 05/29/2026 HDR ENGINEERING INC Accounts Payable Check 4,776.06 185681 05/29/2026 HIGH COUNTRY OUTDOOR INC Accounts Payable Check 550.00 185683 05/29/2026 HOME DEPOT CREDIT SERVICES Accounts Payable Check 3,620.43 185684 05/29/2026 INGLIS PET HOTEL Accounts Payable Check 498.50 185685 05/29/2026 INTERWEST CONSULTING GROUP INC Accounts Payable Check 5,467.77 185686 05/29/2026 JAS PACIFIC Accounts Payable Check 13,373.22 185687 05/29/2026 JEFF & TONY'S DSD, LLC Accounts Payable Check 157.33 185688 05/29/2026 JK'S UNLIMITED INC Accounts Payable Check 17,417.08 6/23/26 | Item D3 | Attachment 1
Check
Number Check Date Vendor Descripon Amount
City of Atascadero
Disbursement Lisng
For the Month of April 2026
185689 05/29/2026 JOANN HEAD LAND SURVEYING Accounts Payable Check 440.00 185690 05/29/2026 KEY TERMITE & PEST CONTROL INC Accounts Payable Check 100.00 185691 05/29/2026 OLWYN KINGERY Accounts Payable Check 46.85 185692 05/29/2026 L.N. CURTIS & SONS Accounts Payable Check 2,363.17 185693 05/29/2026 LEAGUE OF CALIFORNIA CITIES Accounts Payable Check 500.00 185694 05/29/2026 JAMES R. LEWIS Accounts Payable Check 789.94 185695 05/29/2026 LIFE ASSIST INC Accounts Payable Check 777.13 185696 05/29/2026 LONELY OAK ARTS Accounts Payable Check 70.20 185697 05/29/2026 MARBORG INDUSTRIES Accounts Payable Check 2,852.17 185698 05/29/2026 MID-COAST FIRE PROTECTION INC Accounts Payable Check 502.00 185699 05/29/2026 MINER'S ACE HARDWARE Accounts Payable Check 314.12 185700 05/29/2026 MWI ANIMAL HEALTH Accounts Payable Check 204.28 185701 05/29/2026 NESTLED PINES WOODWORKING LLC Accounts Payable Check 128.35 185702 05/29/2026 PAUL NETZ Accounts Payable Check 81.00 185703 05/29/2026 NEW TIMES Accounts Payable Check 2,021.00 185704 05/29/2026 ODP BUSINESS SOLUTIONS LLC Accounts Payable Check 15.52 185705 05/29/2026 PACIFIC GAS AND ELECTRIC Accounts Payable Check 395.01 185706 05/29/2026 PASO ROBLES SAFE & LOCK INC Accounts Payable Check 320.91 185707 05/29/2026 PAYMENTUS GROUP INC Accounts Payable Check 4.50 185708 05/29/2026 PERRY'S PARCEL & GIFT Accounts Payable Check 20.38 185709 05/29/2026 WARREN PITTENGER Accounts Payable Check 324.00 185710 05/29/2026 PORTER CONSTRUCTION INC Accounts Payable Check 43,640.00 185711 05/29/2026 PROCARE JANITORIAL SUPPLY INC Accounts Payable Check 1,375.51 185712 05/29/2026 RAINSCAPE Accounts Payable Check 455.00 185713 05/29/2026 RECOGNITION WORKS Accounts Payable Check 9.19 185714 05/29/2026 ISAIAH D. RODRIGUEZ Accounts Payable Check 186.00 185715 05/29/2026 CORBIN J. ROSSI Accounts Payable Check 160.00 185716 05/29/2026 ANDREW J. SEDLEY Accounts Payable Check 600.00 185717 05/29/2026 THE SHERWIN WILLIAMS CO INC Accounts Payable Check 256.72 185718 05/29/2026 CHRISTINA K. SILVA Accounts Payable Check 567.00 185719 05/29/2026 SLO COUNTY HEALTH AGENCY Accounts Payable Check 515,535.96 185720 05/29/2026 RANDY D. SMART JR Accounts Payable Check 31.00 185721 05/29/2026 SOCAL GAS Accounts Payable Check 575.32 185722 05/29/2026 SOUZA CONSTRUCTION INC Accounts Payable Check 16,404.88 185723 05/29/2026 SPECIALIZED EQUIPMENT REPAIR Accounts Payable Check 2,470.64 185724 05/29/2026 JENNIFER L. SPOTTEN Accounts Payable Check 930.00 185725 05/29/2026 SUNLIGHT JANITORIAL INC Accounts Payable Check 1,897.50 185726 05/29/2026 T-MOBILE Accounts Payable Check 3,090.65 185727 05/29/2026 T-MOBILE Accounts Payable Check 35.36 185728 05/29/2026 TRIMBLE INC Accounts Payable Check 62,387.48 6/23/26 | Item D3 | Attachment 1
Check
Number Check Date Vendor Descripon Amount
City of Atascadero
Disbursement Lisng
For the Month of April 2026
185729 05/29/2026 TYLER TECHNOLOGIES INC Accounts Payable Check 4,878.33 185730 05/29/2026 US POSTAL SERVICE Accounts Payable Check 4,000.00 185731 05/29/2026 VANIR CONSTRUCTION MANAGEMENT Accounts Payable Check 14,289.86 185732 05/29/2026 VISIT SLO CAL Accounts Payable Check 47,534.65 185733 05/29/2026 WECO INDUSTRIES LLC Accounts Payable Check 3,950.00 185734 05/29/2026 BROCK WHITE Accounts Payable Check 228.37 185735 05/29/2026 ZOOM IMAGING SOLUTIONS INC Accounts Payable Check 1,472.04 $ 4,562,892.79
6/23/26 | Item D3 | Attachment 1
CITY OF ATASCADERO
CITY COUNCIL STAFF REPORT
Department: Administrative
Services
Date: 6/23/26
Placement: Consent
TO: JAMES R. LEWIS, CITY MANAGER
FROM: JERI RANGEL, DIRECTOR OF ADMINISTRATIVE SERVICES/TREASURER PREPARED BY: KRYS CLARK, ACCOUNTING SPECIALIST
SUBJECT: March 2026 Investment Report
RECOMMENDATION:
REPORT IN BRIEF:
CASH AND INVESTMENTS
Checking Account $ 752,845
Zoo Credit Card Deposit Account 1,823
Mechanics Bank Money Market Account 3,665,612
Certificates of Deposit 13,695,203
Government Securities 26,628,288
Municipal Securities 11,587,241
Supranational Securities 1,005,180
LAIF 17,153,919
Cash with Fiscal Agents (2024 Bonds) 396,607
Cash with Fiscal Agents (2025 Bonds) 27,464,179
Cash in Banks at March 31, 2026 $ 102,350,897
Deposits in Transit 150,253
Timing Differences (417,130)
Cash and Investments at March 31, 2026 $ 102,084,020
INVESTMENT ACTIVITY
Securities Purchased:
Purchase Date Description Type Cost Maturity Date
01/23/26 Denver CO Cty & Cnty Hsg Auth
CUSIP #24917NAL5
Municipal
Security
$ 756,480 12/01/30
02/03/26 NY City Transitional Fin Auth
CUSIP #64972JZY7
Municipal
Security
502,800 02/01/31
02/04/26 Maine Municipal Bond Bk
CUSIP #56045PEF6
Municipal
Security
499,945 09/01/30
02/05/26 NY City Transitional Fin Auth
CUSIP #64972JZY7
Municipal
Security
502,500 02/01/31
02/13/26 Los Angeles CA Dept of Airports
CUSIP #54445CAB9
Municipal
Security
489,375 05/15/30
Council receive and file the City Treasurer's report for quarter ending March 31, 2026.
Item D4
Securities Purchased (continued):
Purchase Date Description Type Cost Maturity Date
02/18/26 CO State Housing & Fin Authority
CUSIP #19648G4L3
Municipal
Security
$ 745,000 11/01/30
Securities Matured:
Maturity Date Description Type Original Cost Amount Matured 01/15/26 First Reliance Bank
Florence, SC
Certificate of
Deposit
$ 245,000 $ 245,000
01/22/26 ConnectOne Bank
Englewood Cliffs, NJ
Certificate of
Deposit
245,000 245,000
01/22/26 Luana Savings Bank
Luana, IA
Certificate of
Deposit
245,000 245,000
02/09/26 First United Bank & Trust
Durant, OK
Certificate of
Deposit
118,180 120,000
02/11/26 Ind'l & Com'l Bank of China
New York, NY
Certificate of
Deposit
245,000 245,000
02/24/26 Eaglebank
Bethesda, MD
Certificate of
Deposit
244,000 244,000
03/02/26 Federal Farm Credit Bank
CUSIP #3133EFH91
Government
Security
938,902 876,000
03/27/26 Federal Agriculture Mtge Corp
CUSIP #31422XDX7
Government
Security
499,074 500,000
Other Reportable Activities:
None
REVIEWED BY OTHERS:
This item has been reviewed by the Administrative Services Director/City Treasurer and the Deputy Administrative Services Director.
REVIEWED AND APPROVED FOR COUNCIL AGENDA
Lara K. Henderson, Assistant City Manager
ATTACHMENT:
1. Treasurer's Report
Investment Activity (continued)
6/23/26 | Item D4 | Staff Report
City of Atascadero
Treasurer's Report
Cash & Investments Activity Summary
for the quarter ending March 31, 2026
CHECKING FISCAL
ACCOUNTS INVESTMENTS AGENT TOTALS
Balance per Banks at
January 1, 2026 $ 2,274,997 $ 63,520,832 $ 30,190,841 $ 95,986,670 Receipts 234,627 17,487,623 245,882 17,968,132
Recognition of Premiums &
Discounts - 55,664 - 55,664
Disbursements (11,651,302) (67) (8,200) (11,659,569)
Transfers In 22,695,071 15,366,462 373,125 38,434,658
Transfers Out (12,798,725) (22,695,071) (2,940,862) (38,434,658) Balance per Banks at
March 31, 2026 $ 754,668 $ 73,735,443 $ 27,860,786 102,350,897 Deposits in Transit 150,253
Timing Differences (417,130)
Adjusted Treasurer's Balance $ 102,084,020
6/23/26 | Item D4 | Attachment 1
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/ COST OF MARKET UNREALIZED DATE (ISSUER) DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT) INVESTMENT VALUE GAIN / (LOSS) City of Atascadero
Investment Report
March 31, 2026
Funds Managed by City
n/a
Local Agency Invest.
Fund (LAIF) n/a State Investment Fund n/a n/a 3.83% $ 17,153,919 n/a $ 17,153,919 $ 17,153,590 $ (329) n/a Mechanic's Bank Money Market n/a Money Fund n/a n/a 4.67% 3,665,612 n/a 3,665,612 3,665,612 - 04/23/26 Malaga Bank
Palos Verdes Peninsula, CA
04/23/21 Certificate of Deposit n/a 0.55% 0.55% 245,000 n/a 245,000 244,478 (522) 04/24/26 Federal National Mortgage Assn
CUSIP #3135G0K36
04/26/21 Government Security Aaa 2.13% 0.77% 500,000 445 500,445 499,460 (985) 05/19/26 Eaglemark Savings Bank
Reno, NV
05/19/21 Certificate of Deposit n/a 0.70% 0.70% 245,000 n/a 245,000 243,949 (1,051) 05/31/26 US Treasury Notes
CUSIP #91282CCF6
11/23/22 Government Security Aaa 0.75% 4.15% 500,000 (2,799) 497,201 497,475 274 06/01/26 Golden St TOB
CUSIP #38122NC59
05/10/23 Municipal Security A 2.16% 4.52% 150,000 (593) 149,407 149,472 65 06/05/26 Enterprise Bank
Omaha, NE
09/27/23 Certificate of Deposit n/a 0.85% 4.99% 249,000 (1,854) 247,146 247,643 497 06/24/26 First Financial Bank
Dakota Dunes, SD
09/27/23 Certificate of Deposit n/a 3.15% 5.11% 249,000 (1,127) 247,873 248,557 684 06/30/26 UBS Bank USA
Salt Lake City, UT
05/19/21 Certificate of Deposit n/a 0.90% 0.90% 245,000 n/a 245,000 243,180 (1,820) 07/01/26 New York Community Bank
Hicksville, NY
06/29/21 Certificate of Deposit n/a 0.85% 0.85% 245,000 n/a 245,000 243,128 (1,872) 07/20/26 Southern Bancorp Bank
Arkadelphia, AR
01/19/24 Certificate of Deposit n/a 4.00% 4.00% 249,000 n/a 249,000 249,065 65 07/22/26 Toyota Financial Savings Bank
Henderson, NV
07/22/21 Certificate of Deposit n/a 0.95% 0.95% 245,000 n/a 245,000 242,775 (2,225) 08/01/26 Rancho Adobe Fire Protection
CUSIP #752096AE7
10/14/21 Municipal Security Aa 1.43% 1.25% 260,000 158 260,158 257,777 (2,381) 08/03/26 Bridgewater Bank
St. Louis Pk, MN
11/03/23 Certificate of Deposit n/a 5.15% 5.15% 248,000 n/a 248,000 249,034 1,034 08/13/26 Synchrony Bank
Draper, UT
08/13/21 Certificate of Deposit n/a 0.90% 0.90% 245,000 n/a 245,000 242,305 (2,695) 08/15/26 Dallas TX Ind School District
CUSIP #235308D83
05/09/24 Municipal Security Aaa 4.00% 4.86% 150,000 (435) 149,565 150,066 501 08/15/26 El Paso TX
CUSIP #283734Y21
05/09/24 Municipal Security Aa 4.93% 4.93% 110,000 (1,550) 108,450 108,862 412 6/23/26 | Item D4 | Attachment 1
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/ COST OF MARKET UNREALIZED DATE (ISSUER) DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT) INVESTMENT VALUE GAIN / (LOSS) City of Atascadero
Investment Report
March 31, 2026
09/24/26 Federal National Mortgage Assn
CUSIP #3135G0Q22
09/24/21 Government Security Aaa 1.88% 0.80% 500,000 $ 2,608 $ 502,608 $ 495,665 $ (6,943) $ 09/29/26 First Bank Richmond
Richmond, IN
09/29/21 Certificate of Deposit n/a 0.55% 0.55% 245,000 n/a 245,000 240,953 (4,047) 10/01/26 California Infrastructure Bonds
CUSIP #13034AL73
10/05/22 Municipal Security AAA 1.04% 4.69% 155,000 (2,789) 152,211 152,920 709 10/01/26 Manteca Redevelopment Bonds
CUSIP #56453RBA1
10/05/22 Municipal Security AA 2.04% 4.81% 115,000 (1,566) 113,434 113,883 449 10/13/26 Federal Agricultural Mtge Corp
CUSIP #31424WAN2
11/08/23 Government Security n/a 5.00% 4.77% 700,000 848 700,848 704,130 3,282 10/31/26 US Treasury Notes
CUSIP #912828YQ7
11/23/22 Government Security Aaa 1.63% 4.07% 250,000 (3,504) 246,496 246,885 389 11/17/26 Capital One Bank
Glen Allen, VA
11/17/21 Certificate of Deposit n/a 1.10% 1.10% 245,000 n/a 245,000 240,820 (4,180) 11/17/26 Capital One National
McLean, VA
11/17/21 Certificate of Deposit n/a 1.10% 1.10% 245,000 n/a 245,000 240,820 (4,180) 11/17/26 Federal Agricultural Mtge Corp
CUSIP #31422XPS5
09/27/23 Government Security n/a 1.15% 4.86% 500,000 (11,415) 488,585 491,830 3,245 12/21/26 Federal Home Loan Bank
CUSIP #3130AQF65
12/30/21 Government Security Aaa 1.25% 1.26% 500,000 (27) 499,973 491,125 (8,848) 12/28/26 Federal Farm Credit Bank
CUSIP #3133EJ4E6
01/18/22 Government Security Aaa 3.13% 1.58% 200,000 2,281 202,281 199,002 (3,279) 12/31/26 Bank Kremlin
Kremlin, OK
12/31/21 Certificate of Deposit n/a 1.05% 1.05% 245,000 n/a 245,000 239,933 (5,067) 01/15/27 San Joaquin Hills Trans Agency
CUSIP # 798111HF0
01/19/22 Municipal Security A2 2.15% 1.88% 500,000 1,061 501,061 493,185 (7,876) 01/19/27 First Foundation Bank
Irvine, CA
10/25/23 Certificate of Deposit n/a 4.70% 5.05% 230,000 (621) 229,379 231,481 2,102 01/28/27 First Bank Hamilton
Hamilton, NJ
07/28/25 Certificate of Deposit n/a 3.95% 3.95% 245,000 n/a 245,000 245,140 140 02/10/27 Federal Agriculture Mtge Corp
CUSIP #31422XTX0
02/17/22 Government Security n/a 1.60% 1.96% 550,000 (1,687) 548,313 539,891 (8,422) 02/17/27 Beal Bank USA
Las Vegas, NV
02/23/22 Certificate of Deposit n/a 1.90% 1.90% 245,000 n/a 245,000 240,874 (4,126) 02/23/27 Sallie Mae Bank
Salt Lake City, UT
10/13/22 Certificate of Deposit n/a 2.20% 4.17% 184,000 (3,176) 180,824 181,288 464 6/23/26 | Item D4 | Attachment 1
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/ COST OF MARKET UNREALIZED DATE (ISSUER) DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT) INVESTMENT VALUE GAIN / (LOSS) City of Atascadero
Investment Report
March 31, 2026
03/01/27 Sonoma Marin Area Rail Transit
CUSIP #835588BA1
12/07/22 Municipal Security AA 1.73% 4.45% 500,000 $ (12,099) $ 487,901 $ 490,540 $ 2,639 $ 03/12/27 Federal Home Loan Bank
CUSIP #3130A3DU5
03/17/22 Government Security Aaa 3.00% 2.20% 500,000 3,732 503,732 496,570 (7,162) 03/16/27 American Express Nat'l Bank
Sandy, UT
03/16/22 Certificate of Deposit n/a 2.00% 2.00% 245,000 n/a 245,000 240,615 (4,386) 03/17/27 Beal Bank
Plano, TX
03/23/22 Certificate of Deposit n/a 2.00% 2.00% 245,000 n/a 245,000 240,272 (4,729) 04/12/27 Bank of America
National Association
04/10/25 Certificate of Deposit n/a 4.00% 4.00% 245,000 n/a 245,000 245,289 289 04/14/27 Comenity Capital Bank
Draper, UT
04/14/22 Certificate of Deposit n/a 2.65% 2.65% 245,000 n/a 245,000 241,918 (3,082) 04/30/27 US Treasury Notes
CUSIP # 91282CEN7
01/18/23 Government Security Aaa 2.75% 3.64% 1,000,000 (9,387) 990,613 989,170 (1,443) 05/01/27 LA Unified School District
CUSIP # 544646A77
05/11/22 Municipal Security Aa3 5.72% 3.81% 500,000 10,207 510,207 481,895 (28,312) 05/15/27 US Treasury Notes
CUSIP #912828X88
05/24/22 Government Security Aaa 2.38% 2.87% 500,000 (2,677) 497,323 492,150 (5,173) 06/09/27 Federal Home Loan Bank
CUSIP #3130A5JU4
06/22/22 Government Security Aaa 3.04% 3.43% 200,000 (891) 199,109 198,508 (601) 06/11/27 Federal Home Loan Bank
CUSIP #3130ASGU7
06/22/22 Government Security Aaa 3.50% 3.41% 200,000 225 200,225 199,340 (885) 06/15/27 Federal Farm Credit Bank
CUSIP #3133EHNR0
06/22/22 Government Security Aaa 2.58% 3.43% 480,000 (4,759) 475,241 473,294 (1,947) 07/01/27 Sequoia CA Union High
CUSIP #817409N50
05/10/23 Municipal Security AA1 1.95% 4.20% 350,000 (9,489) 340,511 342,440 1,929 07/16/27 Federal Farm Credit Bank
CUSIP #3133EAXT0
07/26/22 Government Security Aaa 2.75% 2.98% 135,000 (387) 134,613 133,267 (1,346) 07/20/27 Federal Farm Credit Bank
CUSIP #3133ELV92
10/25/23 Government Security Aaa 0.77% 4.86% 500,000 (25,509) 474,491 481,350 6,859 08/01/27 Corona Norco Ca Unif Sch Dist
CUSIP # 219764SB4
08/04/22 Municipal Security AA- 2.30% 3.63% 250,000 (4,301) 245,699 244,633 (1,067) 08/01/27 Escondido CA Unif Sch Dist
CUSIP # 2963871UV7
08/05/22 Municipal Security AA2 1.13% 3.53% 100,000 (3,102) 96,898 96,417 (481) 08/01/27 Martinez CA Uni Sch Dist
CUSIP # 573428MN6
08/04/22 Municipal Security AA 1.26% 3.43% 250,000 (7,012) 242,988 241,460 (1,528) 6/23/26 | Item D4 | Attachment 1
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/ COST OF MARKET UNREALIZED DATE (ISSUER) DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT) INVESTMENT VALUE GAIN / (LOSS) City of Atascadero
Investment Report
March 31, 2026
08/01/27 San Marcos CA Uni Sch Dist
CUSIP # 798755GC2
08/05/22 Municipal Security AA 2.31% 3.68% 185,000 $ (3,267) $ 181,733 $ 181,183 $ (550) $ 08/01/27 Southwestern Comm College
CUSIP # 845389LS2
08/04/22 Municipal Security AA- 1.53% 3.53% 155,000 (4,003) 150,997 150,302 (695) 08/26/27 Federal Agriculture Mtge Corp
CUSIP #31422XF23
09/02/22 Government Security n/a 3.20% 3.49% 500,000 (1,961) 498,039 495,820 (2,219) 09/15/27 Luminate Bank
Minnetonka, MN
09/15/22 Certificate of Deposit n/a 3.40% 3.40% 245,000 n/a 245,000 243,287 (1,713) 09/15/27 Ponce de Leon Fed Bank
Bronx, NY
09/15/22 Certificate of Deposit n/a 3.50% 3.50% 245,000 n/a 245,000 243,633 (1,367) 09/15/27 University of Pittsburgh
CUSIP # 798755GC2
09/15/22 Municipal Security AA+ 3.18% 3.81% 500,000 (4,427) 495,573 495,060 (513) 10/08/27 Federal National Mortgage Assn
CUSIP #3135G05Y5
10/12/22 Government Security Aaa 0.75% 4.12% 1,000,000 (49,261) 950,739 954,980 4,241 10/31/27 US Treasury Notes
CUSIP # 91282CAU5
11/09/22 Government Security Aaa 0.50% 4.31% 600,000 (34,709) 565,291 569,460 4,169 11/15/27 Tulare CA Sewer Rev
CUSIP #899124MH1
04/12/23 Municipal Security AA 1.93% 4.47% 325,000 (12,818) 312,182 314,269 2,087 11/15/27 US Treasury Notes
CUSIP # 9128283F5
12/07/22 Government Security Aaa 2.25% 3.79% 500,000 (12,010) 487,990 487,560 (430) 12/01/27 Federal Agricultural Mtge Corp
CUSIP #31422XR95
10/20/23 Government Security n/a 4.03% 5.04% 500,000 (7,982) 492,018 500,755 8,737 12/15/27 Forbright Bank
Potomac, MD
12/15/22 Certificate of Deposit n/a 4.00% 4.00% 245,000 n/a 245,000 245,412 412 12/16/27 Community West Bank NA
Goleta, CA
12/16/22 Certificate of Deposit n/a 4.00% 4.00% 245,000 n/a 245,000 245,412 412 01/12/28 Inter-American Dev Bank
CUSIP # 4581X0EH7
01/19/23 Supranational Security Aaa 4.00% 3.70% 1,000,000 5,180 1,005,180 1,003,330 (1,850) 02/10/28 First National Bk of Michigan
Kalamazoo, MI
02/10/23 Certificate of Deposit n/a 3.70% 3.70% 249,000 n/a 249,000 248,109 (891) 02/15/28 Belmont Bank & Trust
Chicago, IL
02/15/23 Certificate of Deposit n/a 3.75% 3.75% 249,000 n/a 249,000 248,325 (675) 02/15/28 US Treasury Notes
CUSIP # 9128283W8
02/01/23 Government Security Aaa 2.75% 3.64% 500,000 (8,029) 491,971 490,410 (1,561) 02/17/28 Vision Bank
St. Louis, MN
02/17/23 Certificate of Deposit n/a 3.75% 3.75% 249,000 n/a 249,000 248,323 (677) 6/23/26 | Item D4 | Attachment 1
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/ COST OF MARKET UNREALIZED DATE (ISSUER) DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT) INVESTMENT VALUE GAIN / (LOSS) City of Atascadero
Investment Report
March 31, 2026
03/10/28 Federal Home Loan Bank
CUSIP # 3130ATS57
03/15/23 Government Security Aaa 4.50% 3.90% 600,000 $ 6,681 $ 606,681 $ 607,278 $ 597 $ 03/17/28 Affinity Bank
Covington, GA
03/17/23 Certificate of Deposit n/a 4.90% 4.90% 245,000 n/a 245,000 249,611 4,611 03/20/28 Bank Five Nine
Oconomowoc, WI
03/20/23 Certificate of Deposit n/a 4.65% 4.65% 245,000 n/a 245,000 248,472 3,472 04/01/28 California State Bonds-GO
CUSIP #13063DGC6
04/12/23 Municipal Security AA 3.50% 3.98% 525,000 (4,790) 520,210 521,084 874 04/01/28 California State Bonds-Taxable
CUSIP #13063DGC6
04/12/23 Municipal Security AA 3.50% 3.98% 150,000 (1,369) 148,631 148,881 250 04/06/28 Morgan Stanley Bank
Salt Lake City, UT
09/28/23 Certificate of Deposit n/a 4.65% 4.69% 244,000 (180) 243,820 247,465 3,645 05/12/28 Central Bank
Little Rock, AR
05/12/23 Certificate of Deposit n/a 3.85% 3.85% 249,000 n/a 249,000 249,471 471 05/16/28 CIBC Bank
Chicago, IL
05/16/23 Certificate of Deposit n/a 4.35% 4.35% 244,000 n/a 244,000 246,172 2,172 05/16/28 Univest Bank & Trust
Souderton, PA
05/16/23 Certificate of Deposit n/a 4.40% 4.40% 249,000 n/a 249,000 251,497 2,497 05/30/28 Idaho First Bank
McCall, ID
05/30/23 Certificate of Deposit n/a 4.20% 4.20% 245,000 n/a 245,000 250,924 5,924 05/31/28 Customers Bank
Phoenixville, PA
05/31/23 Certificate of Deposit n/a 4.45% 4.45% 244,000 n/a 244,000 249,761 5,761 06/09/28 Federal Home Loan Bank
CUSIP #3130AEB25
06/20/23 Government Security AA+ 3.25% 4.03% 170,000 (2,752) 167,248 168,237 989 06/30/28 Federal Home Loan Bank
CUSIP #3130AWN63
08/03/23 Government Security Aaa 4.00% 4.33% 500,000 (3,512) 496,488 502,760 6,272 07/06/28 HSBC Bank USA
McLean, VA
07/18/23 Certificate of Deposit n/a 3.30% 4.57% 249,000 (6,837) 242,163 245,342 3,179 07/24/28 Valley National Bank
Passaic, NJ
07/22/25 Certificate of Deposit n/a 4.00% 4.00% 245,000 n/a 245,000 245,495 495 07/26/28 Park State Bank
Duluth, MN
07/26/23 Certificate of Deposit n/a 4.45% 4.45% 249,000 n/a 249,000 251,946 2,946 07/31/28 Medallion Bank
Salt Lake City, UT
07/31/23 Certificate of Deposit n/a 4.40% 4.40% 249,000 n/a 249,000 251,709 2,709 08/01/28 New York City Transitional Fin Auth
CUSIP #64971XBN7
08/16/23 Municipal Security Aa1 4.90% 4.90% 850,000 (32,582) 817,418 832,609 15,191 6/23/26 | Item D4 | Attachment 1
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/ COST OF MARKET UNREALIZED DATE (ISSUER) DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT) INVESTMENT VALUE GAIN / (LOSS) City of Atascadero
Investment Report
March 31, 2026
08/17/28 United Fidelity Bank FBS
Evansville, IN
09/13/23 Certificate of Deposit n/a 4.50% 4.50% 249,000 $ n/a 249,000 $ 252,284 $ 3,284 $ 09/05/28 Discover Bank
Greenwood, DE
09/07/23 Certificate of Deposit n/a 4.55% 4.55% 244,000 n/a 244,000 247,550 3,550 09/13/28 Optum Bank Inc
Draper, UT
09/13/23 Certificate of Deposit n/a 4.55% 4.55% 244,000 n/a 244,000 247,465 3,465 09/21/28 Merrick Bank
South Jordan, UT
09/21/23 Certificate of Deposit n/a 4.50% 4.50% 249,000 n/a 249,000 252,384 3,384 09/27/28 Legacy Bank & Trust
Mountain Grove, MO
09/27/23 Certificate of Deposit n/a 4.50% 4.50% 249,000 n/a 249,000 252,401 3,401 09/29/28 Star Bank
Maple Lake, MN
09/29/23 Certificate of Deposit n/a 4.65% 4.65% 244,000 n/a 244,000 248,094 4,094 10/17/28 Southern First Bank
Greensville, SC
10/26/23 Certificate of Deposit n/a 4.85% 4.85% 244,000 n/a 244,000 249,846 5,846 10/23/28 Federal Home Loan Bank
CUSIP #3130AXLQ9
10/25/23 Government Security Aaa 5.03% 4.89% 500,000 1,635 501,635 513,445 11,810 10/27/28 Iowa State Bank
Clarksville, IA
10/27/23 Certificate of Deposit n/a 4.70% 4.70% 249,000 n/a 249,000 253,704 4,704 11/14/28 Wells Fargo Bank
Sioux Falls, SD
11/14/23 Certificate of Deposit n/a 5.05% 5.05% 248,000 n/a 248,000 254,912 6,912 11/16/28 Federal Home Loan Bank
CUSIP #3130AFFX0
12/12/23 Government Security Aaa 3.25% 4.29% 500,000 (12,788) 487,212 492,945 5,733 12/01/28 Sulphur Springs CA Uni Sch District
CUSIP #865485EL6
12/07/23 Municipal Security A2 1.97% 4.58% 110,000 (7,120) 102,880 104,191 1,311 12/04/28 Federal Agricultural Mtge Corp
CUSIP #31424WCR1
12/12/23 Government Security n/a 4.38% 4.33% 750,000 797 750,797 758,528 7,731 12/04/28 Federal Farm Credit Bank
CUSIP #3133EHZ48
05/08/24 Government Security Aaa 2.77% 4.49% 194,000 (8,366) 185,634 188,370 2,736 01/05/29 San Joaquin Hills CA
CUSIP #798111HH6
11/24/25 Municipal Security n/a 3.80% 3.80% 500,000 (17,141) 482,859 478,860 (3,999) 01/18/29 Federal Farm Credit Bank
CUSIP #3133EPW84
01/19/24 Government Security AA+ 3.88% 4.04% 750,000 (3,209) 746,791 750,465 3,674 01/26/29 Old Dominion National Bank
North Garden, VA
01/26/24 Certificate of Deposit n/a 3.85% 3.85% 249,000 n/a 249,000 248,420 (580) 01/26/29 Parkside Financial Bank
Clayton, MO
01/26/24 Certificate of Deposit n/a 3.85% 3.85% 249,000 n/a 249,000 248,420 (580) 6/23/26 | Item D4 | Attachment 1
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/ COST OF MARKET UNREALIZED DATE (ISSUER) DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT) INVESTMENT VALUE GAIN / (LOSS) City of Atascadero
Investment Report
March 31, 2026
02/13/29 Federal Farm Credit Bank
CUSIP #3133EP3B9
02/14/24 Government Security AA+ 4.13% 4.28% 1,250,000 $ (5,036) $ 1,244,964 $ 1,259,363 $ 14,399 $ 03/09/29 Federal Home Loan Bank
CUSIP #3130AVBD3
04/10/24 Government Security AA+ 4.50% 4.47% 1,000,000 688 1,000,688 1,018,340 17,652 04/10/29 Federal Farm Credit Bank
CUSIP #3133ERAK7
04/17/24 Government Security AA+ 4.38% 4.71% 1,000,000 (9,294) 990,706 1,015,010 24,304 05/01/29 Pasadena CA Ref Taxable
CUSIP #70227RBQ2
05/03/24 Municipal Security Aaa 2.30% 4.95% 330,000 (24,812) 305,188 312,866 7,678 05/15/29 Federal National Mortgage Assn
CUSIP #31359MEU3
05/16/24 Government Security AA+ 6.25% 4.36% 750,000 40,980 790,980 802,718 11,738 06/08/29 Federal Home Loan Bank
CUSIP #3130B1BC0
06/11/24 Government Security Aaa 4.63% 4.49% 1,000,000 3,835 1,003,835 1,022,730 18,895 06/12/29 Morgan Stanley Private Bank
National Association
06/12/24 Certificate of Deposit n/a 4.70% 4.70% 244,000 n/a 244,000 249,373 5,373 07/05/29 Federal Farm Credit Bank
CUSIP #3133ERKJ9
07/11/24 Government Security Aaa 4.38% 4.18% 1,000,000 5,827 1,005,827 1,012,890 7,063 07/17/29 BNY Mellon
National Association
07/17/24 Certificate of Deposit n/a 4.15% 4.15% 244,000 n/a 244,000 245,415 1,415 08/01/29 Federal Farm Credit Bank
CUSIP #3133ERNC1
08/14/24 Government Security Aaa 4.13% 3.66% 1,000,000 14,582 1,014,582 1,008,320 (6,262) 09/01/29 California State
CUSIP #13063EBP0
09/18/24 Municipal Security Aa2 5.13% 3.59% 500,000 24,534 524,534 518,850 (5,684) 10/01/29 California ST
CUSIP #13063DRE0
07/16/25 Municipal Security Aa2 2.50% 4.11% 235,000 (12,234) 222,766 224,044 1,278 11/26/29 Goldman Sachs Bank
New York, NY
11/25/25 Certificate of Deposit Aa 2.47% 3.77% 245,000 n/a 245,000 243,623 (1,377) 01/31/30 US Treasury Notes
CUSIP #91282CMG3
02/21/25 Government Security Aaa 4.25% 4.32% 1,000,000 (2,288) 997,712 1,012,660 14,948 01/31/30 US Treasury Notes
CUSIP #91282CMG3
03/12/25 Government Security Aaa 4.25% 3.97% 1,000,000 9,811 1,009,811 1,012,660 2,849 03/31/30 US Treasury Notes
CUSIP #91282CGS4
04/09/25 Government Security Aaa 3.63% 3.86% 1,000,000 (8,703) 991,297 989,650 (1,647) 04/30/30 US Treasury Notes
CUSIP #91282CGZ8
05/07/25 Government Security Aaa 3.50% 3.91% 1,000,000 (15,375) 984,625 984,770 145 05/15/30 Los Angeles Dept of Airports
CUSIP #54445CAB9
02/13/26 Municipal Security AA 3.26% 3.80% 500,000 (10,368) 489,632 508,520 18,888 6/23/26 | Item D4 | Attachment 1
6/23/26 | Item D4 | Attachment 1
City of Atascadero
Investments by Type
March 2026
Investment March 2026
LAIF $ 17,153,919
Money Market 3,665,612
Certificates of Deposit 13,695,203
Government Securities 26,628,288
Municipal Securities 11,587,241
Supranational Securities 1,005,180
Cash with Fiscal Agents 29,109,070
$ 102,844,513
LAIF
17%
Money Market
4%
Certificates of
Deposit
13%
Government
Securities
26% Municipal Securities
11%
Supranational
Securities
1%
Cash with Fiscal
Agents
28%
6/23/26 | Item D4 | Attachment 1
City of Atascadero
Investments by Maturity *
March 2026
Investment March 2026
On Demand $ 20,819,531
Within One Month 745,445
One Month to One Year 10,699,446
One to Five Years 41,471,021
$ 73,735,443
* Cash with fiscal agent is not included in the totals for this graph because the amounts are restricted based on bond covenants, and therefore, the City doesn't retain the option to liquefy these funds at will.
On Demand
28%
Within One Month
1%
One Month to One Year
15%
One to Five Years
56%
6/23/26 | Item D4 | Attachment 1
City of Atascadero
Investments by Custodial Agent
March 2026
Custodial Agent March 2026
State of California $ 17,153,919
US Bank 52,915,912
Bank of New York 2,443,478
Mechanics Money Market 3,665,612
Toronto-Dominion Bank 26,665,592
$ 102,844,513
State of California
17%
US Bank
51%
Bank of New York
2%
Mechanics Money
Market
4%
Toronto-Dominion
Bank
26%
6/23/26 | Item D4 | Attachment 1
City of Atascadero
Investment Yield vs. 2-Year Treasury Yield
For the Quarter Ended March 31, 2026
City Yield
2-Yr Treasury
Weighted
Portfolio Yield
March 2024 3.23% 3.20%
June 2024 3.68% 3.67%
September 2024 3.53% 3.39%
December 2024 3.52% 3.48%
March 2025 3.69% 3.67%
June 2025 3.76% 3.73%
September 2025 3.69% 3.63%
December 2025 3.70% 3.63%
March 2026 3.79% 3.77%
0.00%
0.50%
1.00%
1.50%
2.00%
2.50%
3.00%
3.50%
4.00%
City Yield 2-Yr Treasury Weighted Portfolio Yield
6/23/26 | Item D4 | Attachment 1
CITY OF ATASCADERO
CITY COUNCIL STAFF REPORT Item D5
Department: Administrative
Services
Date: 6/23/26
Placement: Consent
TO: JAMES R. LEWIS, CITY MANAGER
FROM: JERI RANGEL, DIRECTOR OF ADMINISTRATIVE SERVICES
PREPARED BY: CINDY CHAVEZ, DEPUTY DIRECTOR OF ADMINISTRATIVE SERVICES SUBJECT: 2026-2027 Appropriations Limit (Gann)
RECOMMENDATION:
Council adopt a Draft Resolution establishing the annual spending limit for fiscal year 2026- 2027.
DISCUSSION:
The City’s annual spending limit (Gann Limit) must be approved by Council at the beginning of each fiscal year. Staff calculates the new limit based on the formula set forth in Proposition 111.
The limit was calculated as follows:
A. Prior Year Spending Limit $ 68,289,121
B. Population Factor (County) 0.9985
C. Inflation Factor (Assessed Value) 1.1080
D. Adjustment Factor (B * C) 1.1063
E. Total Adjustment (A*(D-1)) 7,259,134
F. Current Year Limit (A + E) $ 75,548,255
FISCAL IMPACT:
None
6/23/26 | Item D5 | Staff Report
REVIEWED BY OTHERS:
This item has been reviewed by the Administrative Services Director.
REVIEWED AND APPROVED FOR COUNCIL AGENDA
_______
Lara K. Henderson, Assistant City Manager
ATTACHMENT:
1. Draft Resolution
6/23/26 | Item D5 | Attachment 1
DRAFT RESOLUTION
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, ADOPTING THE FISCAL YEAR
2026-2027 ANNUAL SPENDING LIMIT
WHEREAS, Proposition 111 revises the methodology used to calculate the Annual Spending Limit; and
WHEREAS, the City of Atascadero must select the most appropriate criteria to be used in calculating the annual limit.
NOW, THEREFORE BE IT RESOLVED, by the City Council of the City of Atascadero SECTION 1. That the City of Atascadero elects to use the following criteria for fiscal year 2026-2027 in establishing its new Annual Spending Limit:
County Population and
Growth in Non-Residential Assessed Valuation
SECTION 2. That the annual spending limit for 2026-2027 is calculated as follows:
Fiscal Year Percentage Change New Limit
2026-2027 10.63% $75,548,255
SECTION 3. Any judicial action or challenge must be commenced within 45 days of the effective date of this resolution.
SECTION 4. Documentation used in determining the Annual Spending Limit is available to the public in the Administrative Services Department, 6500 Palma Avenue, Atascadero, California.
6/23/26 | Item D5 | Attachment 1
PASSED AND ADOPTED at a regular meeting of the City Council held on the 23rd day of June, 2026.
On motion by Council Member _______________________ and seconded by Council Member ________________________, the foregoing Resolution is hereby adopted in its entirety on the following roll call vote:
AYES:
NOES:
ABSENT:
ADOPTED:
CITY OF ATASCADERO
By: _______________________________
Charles Bourbeau, Mayor
ATTEST:
Lara K. Henderson, City Clerk
CITY OF ATASCADERO
CITY COUNCIL STAFF REPORT Item D6
Department: Community
Development
Date: 6/23/26
Placement: Consent
TO: JAMES R. LEWIS, CITY MANAGER
FROM: PHIL DUNSMORE, COMMUNITY DEVELOPMENT DIRECTOR
PREPARED BY: PHIL DUNSMORE, COMMUNITY DEVELOPMENT DIRECTOR SUBJECT: 5655 Capistrano/Stadium Park Open Space Purchase RECOMMENDATION:
Council:
1. Authorize the City Manager to execute a sales agreement with Sean Knoph for the purchase of a vacant property at the entry area for Stadium Park (APN 029-105-014) in the amount of $375,000 for the preservation and improvement of a parking area and trail access to Stadium Park Open Space.
2. Authorize the Administrative Services Director to appropriate $385,000 in Open Space Acquisition Fees Funds for the purchase of the property including any escrow/transaction fees.
DISCUSSION:
BACKGROUND
A triangular shaped lot, roughly one-half acre in size at the entry to Stadium Park is currently zoned for Multi-Family residential uses and is privately owned. The lot includes an unpaved area that is currently used for parking and access to Stadium Park adjacent to Capistrano Road. A large portion of the lot is steeply sloped and also connects to land owned by the Historical Society to the south.
If the site were to be developed with residential land uses, it would infringe on the existing parking and access area and potentially hinder the Stadium Park open space access. The land is an important control point for the trail system and the City has contemplated purchasing the site for many years.
If purchased, the City could improve the parking and access for Stadium Park by enlarging the parking area, installing new road base, and installing a simple split rail or similar fence to outline the edge of the parking area. A simple trail could also be improved to link the Stadium Park trail to the property owned by the Historical Society.
The purchase and related costs are proposed to be funded through the City’s Open Space Acquisition Fees Fund (Open Space Fund). The Open Space Fund is for the purpose of acquiring
6/23/26 | Item D6 | Staff Report
available land for the preservation and maintenance of open space as an important amenity to the residents of the City, and can be used for trailheads, trails, and bikeways.
PURCHASE AGREEMENT
City staff, with the support of the City Attorney’s Office, completed negotiations with the seller for the price of $375,000. An appraisal was completed in August of 2025, estimating the property value to be $420,000 (attachment 2). The purchase agreement (Attachment 1) requires the City to split the transaction fees with the current owner. Additionally, the City will need to pay for a phase one environmental study, which will cost approximately $2,600.
NEXT STEPS
The City would like to enter into a purchase agreement as soon as feasible.
Environmental Review
The City intends to review the proposed acquisition of the Property in accordance with the California Environmental Quality Act (Public Resources Code § 21000 et seq.) (“CEQA”) and the State CEQA Guidelines (14 Cal. Code Regs. § 15000 et seq.) prior to the Close of Escrow. The City anticipates that the acquisition will qualify for a categorical exemption under CEQA Guidelines Section 15325 (Transfers of Ownership of Interest in Land to Preserve Existing Natural Conditions), or such other exemption or approval as the City determines to be applicable.
ALTERNATIVES:
5655 Capistrano Avenue (029-105-014)
6/23/26 | Item D6 | Staff Report
1. Consider changes to the purchase agreement such as purchase price, or other requirements from seller. However, such changes could delay or hamper purchase of property.
2. Do not approve the purchase agreement and provide direction to staff on the future acquisition of the property.
FISCAL IMPACT:
The fiscal impact for the property acquisition is $375,000 plus approximately $10,000 in additional related fees (phase one environmental and title fees) of City Open Space Acquisition Fees Funds.
REVIEWED BY OTHERS:
This item has been reviewed by the City Attorney’s Office and the Administrative Services Director.
REVIEWED AND APPROVED FOR COUNCIL AGENDA
_________
Lara K. Henderson, Assistant City Manager
ATTACHMENT(S):
1. Purchase Agreement
2. Appraisal
6/23/26 | Item D6 | Attachment 1
Purchase and Sale Agreement and Joint Escrow Instructions 5655 Capistrano Ave., Atascadero CA
PURCHASE AND SALE AGREEMENT
AND JOINT ESCROW INSTRUCTIONS
(5655 Capistrano Avenue, Atascadero, CA)
APN 029-105-014
THIS PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (the "Agreement") is dated, for reference purposes only, ____________, between the CITY OF ATASCADERO, a California general law city (the "City" or “Buyer”) and SEAN KNOPH (the "Seller"), with reference to the following facts and purposes. This Agreement shall be a legally binding contract for the purchase and sale of real property.
RECITALS
A. The Seller is fee owner of a parcel of real property, commonly referred to as 5655 Capistrano Avenue, Assessor’s Parcel Number 029-105-014, located in the City of Atascadero, more particularly described in Exhibit A attached to this Agreement (the “Property”).
B. The City desires to purchase the Property for public purposes, including the conservation of open space and park lands in the City.
C. The City intends to review the proposed acquisition of the Property in accordance with the California Environmental Quality Act (Public Resources Code § 21000 et seq.) (“CEQA”) and the State CEQA Guidelines (14 Cal. Code Regs. § 15000 et seq.) prior to the Close of Escrow. The City anticipates that the acquisition will qualify for a categorical exemption under CEQA Guidelines Section 15325 (Transfers of Ownership of Interest in Land to Preserve Existing Natural Conditions), or such other exemption or approval as the City determines to be applicable.
NOW, THEREFORE, in consideration of the mutual covenants contained in this Agreement, the City and the Seller (collectively, the "Parties") agree as follows:
Section 1. Purchase and Sale of the Property. Subject to the terms and conditions set forth below, the City agrees to buy, and the Seller agrees to sell, the Property.
Section 2. Purchase Price.
(a) The purchase price for the Property shall be three hundred seventy-five thousand Dollars ($375,000.00) (the "Purchase Price").
(b) Upon the Effective Date of this Agreement, Seller shall establish an escrow (the "Escrow") with _________ (the "Escrow Holder"). The "Effective Date" of this Agreement shall be the date upon which the Seller and the City have executed this Agreement as reflected by the last signature date shown on the final page of this Agreement.
(c) City shall deposit into Escrow an amount equal to the Purchase Price (“Deposit”). The Deposit and all accrued interest (if any) shall be fully refundable to the City in the event that the City timely exercises its rights to terminate the Agreement under Section 4 below. The Deposit shall be credited against the Purchase Price at Closing. Any accrued interest on the Deposit in excess of any costs payable by the City pursuant to Section 12 shall be released to City. (d) The City understands and agrees that its willingness to purchase the Property is conditioned on the Seller performing all obligations required under this Agreement. The Seller understands and agrees
6/23/26 | Item D6 | Attachment 1
Purchase and Sale Agreement and Joint Escrow Instructions 5655 Capistrano Ave., Atascadero CA
that the City’s obligation to deposit the Purchase Price into Escrow is conditioned on the Seller’s satisfaction of all conditions set forth herein.
Section 3. Payment of Purchase Price. City shall deposit the sum set forth in Section 2(c), as well as all costs payable by the City pursuant to Section 12, in one lump sum via wire transfer, cash, or cashier’s check no later than one (1) business day prior to the Close of Escrow.
Section 4. Physical Inspection Contingency Period: Right of Entry. The City’s obligation to purchase the Property is contingent on the City making a determination, within sixty (60) calendar days following the Effective Date (the "Physical Inspection Period") that the City is satisfied with the physical conditions of the Property. This time is intended to allow the City to perform a Phase I environmental study and to conduct any other due diligence on the Property. (a) During the Physical Inspection Period, the City shall have the right to:
(1) Conduct such engineering, feasibility, seismic surveys and other studies regarding the condition of the Property that the City deems prudent.
(2) Conduct such environmental audits and studies regarding the environmental conditions of the Property that the City deems prudent.
(b) The Seller hereby grants the City and its employees, representatives, and agents, a right of entry to enter the Property for the purposes of conducting examinations and investigating the Property.
During regular business hours, the Seller will provide the City reasonable access to the Property, including any improvements that may exist on the Property, for the purpose of conducting examinations.
The City shall notify the Seller and obtain Seller’s approval, which approval shall not be unreasonably withheld, prior to inspecting the Property or conducting any invasive testing of the Property. The City shall reasonably repair any damage to the Property caused by its inspections and tests and shall restore the Property to the condition existing as of the date of the inspection; provided, however, the City shall have no obligation to repair any damage to the Property which is revealed (but not caused by) such inspection. The City shall not have any liability to the extent incurred by the Seller as a result of the discovery by the City of any existing state of facts relating to the Property. Any reports generated pursuant to this Section shall be given to the Seller if the City elects to terminate this Agreement pursuant to this Section 4.
(c) Within five (5) business days following the Effective Date (and in addition to any documents previously provided to the City by the Seller), the Seller shall deliver or make available to the City the following information related to the Property (all of which may be duplicated by the City in its discretion) for the City’s review and approval: (i) any and all third party reports, studies and investigations related to the Property's physical condition or the physical condition of any structure on the Property including environmental conditions, soils reports, seismic reports or inspection reports; (ii) the two (2) most recent Property tax bills, including all information on any tax assessments, (iii) any architectural plans and drawings, record of survey, and specifications for the Property (if available), (iv) all service and maintenance contracts, (v) any public sector notices regarding or relating to the Property, (vi) all leases and rent rolls related to the Property and (vii) any records relating to any lawsuits pending against the Seller, its agents or employees in connection with the ownership, operation, or management of the Property.
(d) The Seller shall complete and deliver, within five (5) business days after the Effective Date, a Property Information Sheet in the form attached hereto as Exhibit C, all legally required disclosures regarding the Property.
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Purchase and Sale Agreement and Joint Escrow Instructions 5655 Capistrano Ave., Atascadero CA
(e) At least five (5) business days prior to the expiration of the Physical Inspection Period, Seller shall provide the City with a current survey of the Property showing the boundaries and certain points specified by the City, prepared by a licensed land surveyor, at Seller’s expense. (f) Promptly after opening Escrow, Seller shall cause Escrow Holder to deliver to the City a preliminary report for an ALTA Owner’s Extended Coverage Policy of Title Insurance for the Property, setting forth all liens, encumbrances, easements, restrictions, conditions, pending litigation, judgments, administrative proceedings and other matters of record affecting Seller’s title to the Property (the “Title Report”). The City shall approve or disapprove in writing of each exception and any other matters shown on the Title Report prior to the expiration of the Physical Inspection Period (but not less than five (5) business days after the City’s receipt of the Title Report). The City’s failure to object in writing prior to the expiration of the Physical Inspection Period shall be deemed to be an approval of the Title Report.
If the City objects to the Title Report, the City may further elect to terminate this Agreement by sending written notice of termination to Seller prior to Close of Escrow. (g) The City shall have until 5:00 p.m. PST on the expiration date of the Physical Inspection Period to notify the Seller of the City’s dissatisfaction with the Property in the City’s sole discretion by providing written notice to the Seller pursuant to this Section. In the event that any documents, survey, or other items to be delivered by Seller to the City are delivered later than as is required by this Section 4, then the Physical Inspection Period shall be extended to the date that is five (5) business days from the date the City receives any late delivered item. Such timely notice to the Seller shall terminate this Agreement; should the City fail to provide Seller such notice, the City shall be deemed to have accepted the condition of the Property. Upon timely notice by the City to the Seller of the City’s dissatisfaction with the Property under this Section 4, the Deposit, and any interest earned thereon, shall be immediately refunded to the City and this Agreement shall be terminated without further action by the Parties, and thereafter no party shall have any further duties, obligations, rights, or liabilities under this Agreement, except for those provisions specified to survive the termination of this Agreement.
Section 5. Representations and Warranties of the Seller. The Seller hereby represents and warrants the matters set forth below to be true to the best of the Seller’s knowledge as of the date hereof and as of the Closing Date. Such representations shall survive the closing and conveyance of title to the Property. If requested by the City, prior to the Closing Date, the Seller shall deliver to the City a certificate dated as of the Closing Date, signed by the Seller, certifying that the representations and warranties are true to the best of the Seller’s knowledge as of the Closing Date. (a) The Seller has the legal power, right and authority to enter into this Agreement and the instruments and documents referenced herein, and to consummate the transaction contemplated hereby. The individuals executing this Agreement and the instruments referenced herein on behalf of the Seller hereby represent and warrant that they have the power, right and authority to bind Seller.
Except as otherwise disclosed in writing by Seller, no person or entity other than Seller is currently occupying the Property or has any lease, rental agreement, or other right to occupy the Property, or portion thereof. In the event the foregoing warranty is breached, the Seller shall indemnify and hold harmless the City for all damages sustained or incurred by the City in connection with the City’s acquisition of that person or entity’s interest in the Property and relocation from the Property. There will be no management agreements, contracts, warranties, guaranties, bonds or other agreements which will affect or will be obligations of the City relating to the Property which cannot be terminated on thirty (30) days prior notice, including without limitation, maintenance contracts, design services contracts, construction contracts, architects agreements, or parking agreements, other than as disclosed to the City pursuant to Section 4 or as specifically approved by the City in writing. (b) Neither the execution of this Agreement nor the consummation of the transaction contemplated hereby shall result in a breach of or constitute a default under any agreement, instrument, or other obligation to which the Seller is a party or by which the Seller or the Property may be bound.
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Purchase and Sale Agreement and Joint Escrow Instructions 5655 Capistrano Ave., Atascadero CA
(c) There will be no substantial alterations or repairs made or undertaken on the Property (except for those required in an emergency) without the prior written approval of the City which shall not be unreasonably withheld or delayed. As of the Closing Date, there will be no personal property located on the Property excepted as disclosed to and approved by the City. If personal property remains on the Property following the Closing Date, it shall be deemed to belong to the City without further compensation to Seller, and the City may dispose of such personal property in its sole discretion. (d) The Seller has no knowledge of the existence or prior existence in, on or under the Property of any hazardous substance, nor the existence of or prior existence of any above or below ground storage tank. The Seller has no knowledge that any generation, transportation, storage or discharge of any hazardous substance in, on or under the Property has not been in compliance with all applicable laws.
Notwithstanding the foregoing, the Seller makes no representations regarding the existence or prior existence of any hazardous substance, or above or below ground storage tanks on the Property. The City acknowledges that the Property may contain lead paint, asbestos, radon gas or other hazardous materials and that the City shall rely on the City’s inspection of the Property when determining if hazardous materials exist on the Property. In the event of any Seller misrepresentation (including omissions) regarding hazardous or toxic materials or conditions on the Property, the Seller shall indemnify, hold harmless, and defend with counsel as reasonably selected by the City, the City, its officers, employees, and agents, any successors to the City’s interests in the chain of title to the Property or any portion thereof, and such successors’ directors, officers, employees, or agents (collectively the "Indemnitees"), against any and all claims, and causes of action arising from any dispute (including, but not limited to, a lawsuit, an administrative proceeding, arbitration, or an enforcement action of any kind) and any and all damages (direct or consequential), costs, losses, injuries, fines, penalties, liens, encumbrances, charges, liabilities, demands, judgments, remedial action requirements, obligations, and all costs and expenses incurred in connection therewith (including, but not limited to, attorneys' fees and costs), imposed upon or accruing against the Indemnitees as a result of investigatory or remedial action required by any public entity or agency having jurisdiction in connection with the hazardous or toxic materials or conditions on the Property that were the subject of the misrepresentation, or as damages to third persons for personal injury or property damage arising from the hazardous or toxic materials or conditions on the Property that were the subject of the misrepresentation. The provisions of this subsection shall survive termination of this Agreement and the Closing.
(e) The Seller makes no representations or warranties to the City with respect to the precise property size, zoning, entitlement or compliance with current building codes. (f) The Seller is not a "foreign person" under Section 1445 of the Internal Revenue Code. (g) The Seller is not the subject of bankruptcy, insolvency or probate proceedings. (h) During the term of this Agreement, the Seller shall have a continuing duty to notify the City of any material facts in Seller’s knowledge that would render any of the representations set forth above false or materially misleading. Such duty shall not, however, abrogate nor limit the City’s independent obligation to perform its own investigation into the Property.
Section 6. Representations and Warranties of Buyer. The City hereby represents and warrants the matters set forth below to be true to the best of the City’s knowledge as of the date hereof and as of the Closing Date. Such representations shall survive the closing and conveyance of title to the Property. The City certifies that the below representations and warranties are true to the best of the City’s knowledge as of the Closing Date.
6/23/26 | Item D6 | Attachment 1
Purchase and Sale Agreement and Joint Escrow Instructions 5655 Capistrano Ave., Atascadero CA
(a) The City has the legal power, right and authority to enter into this Agreement and the instruments and documents referenced herein, and to consummate the transaction contemplated hereby. (b) Neither the execution of this Agreement nor the consummation of the transaction contemplated hereby shall result in a breach of or constitute a default under any agreement, instrument, or other obligation to which the City is a party or by which the City may be bound.
Section 7. Conditions to Close of Escrow.
(a) Condition to City’s Obligation. City’s obligation to consummate the transaction contemplated by this Agreement, is subject to the satisfaction of or waiver by the City of the following conditions on or prior to Close of Escrow:
(i) Seller shall have timely performed all of the obligations required by the terms of this Agreement to be performed by Seller.
(ii) All of the representations and warranties made by Seller to the City in this Agreement shall be true and correct as of Close of Escrow.
(iii) The willingness of Escrow Holder to issue the Title Policy in accordance with Section 11. (iv) There shall have been no material change with respect to the Property, as reasonably determined by the City, since the Effective Date.
(v) The City Council shall have authorized the purchase of the Property. (vi) The City shall have delivered to Escrow sufficient funds to pay the Purchase Price and all other costs payable by the buyer in this transaction. (b) Conditions to Seller’s Obligations. Seller’s obligation to consummate the transaction contemplated by this Agreement, is subject to the satisfaction of or waiver by Seller of the following conditions on or prior to Close of Escrow:
(i) The City shall have timely performed all of the obligations required by the terms of this Agreement to be performed by the City.
(ii) All of the representations and warranties made by the City to Seller in this Agreement shall be true and correct as of Close of Escrow.
(iii) The willingness of Escrow Holder to issue the Title Policy in accordance with Section 11. (c) Failure of Conditions. Both the City and Seller agree to use good faith, reasonable efforts to satisfy each of the foregoing conditions in this Section. If a condition for the benefit of either the City or Seller is not satisfied by the Close of Escrow or earlier individual satisfaction date as set forth in the above conditions, then the party which was to be benefited by the condition may elect to (a) terminate this Agreement or (b) waive the condition. In the event this Agreement is terminated pursuant to this Section 7(c), the Deposit, and any interest earned thereon, shall be immediately refunded to the City.
Section 8. "As Is" Sale. The Property shall be transferred to the City "as is." The Seller shall not be liable to the City for any conditions of the Property, except to the extent of Seller’s misrepresentation or failure to disclose. If, prior to the Close of Escrow, the Seller becomes aware that all or any material portion of the Property has been destroyed or substantially damaged, then the Seller shall promptly give the City notice thereof, and the City, at its option, may terminate this Agreement upon written notice
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Purchase and Sale Agreement and Joint Escrow Instructions 5655 Capistrano Ave., Atascadero CA
to the Seller not later than seven (7) business days after receipt of Seller’s written notice thereof, which notice shall contain an estimate of the repair costs and an estimate of insurance payments to be made to the Seller. For purposes of this Agreement, a “material portion” of the Property shall mean a casualty in excess of one percent (1%) of the Purchase Price of the Property. If this Agreement is terminated, notwithstanding any other provision of this Agreement, the Deposit, if made, including any interest thereon, shall be returned to the City, and no party shall have any further rights or obligations hereunder, except for payment of any escrow and title cancellation fees which shall be borne equally by the Seller and the City and those provisions specified to survive the termination of this Agreement. If the City fails to deliver timely notice of its election to terminate this Agreement, then this Agreement shall remain in full force, without adjustment in the Purchase Price and at the Close of Escrow, the Seller shall assign to the City all of the Seller’s right, title, and interest in and to any insurance proceeds resulting from any casualty.
Section 9. Buyer’s Remedies. In the event of a breach of this Agreement by the Seller, including, but not limited to, the Seller’s failure to deliver title to the Property in accordance with Section 10, below, the City may pursue any and all remedies at law and equity, including specific performance.
Section 10. Close of Escrow. Subject to the other provisions of this Agreement, Escrow shall close on a date mutually agreeable to the parties but in no event later than 60 days after the Effective Date of this Agreement.
Upon Close of Escrow, the Seller shall convey the Property to Buyer by grant deed in form attached hereto as Exhibit B (the "Grant Deed"). The "Closing Date" or "Close of Escrow" hereunder shall be the date that the Grant Deed is recorded with the office of the Recorder of San Luis Obispo County. If, for whatever reason, Seller is unable or unwilling to convey title to the Property to the City, the City shall be entitled to a complete refund of all funds deposited by the City into Escrow and Seller shall be responsible for any escrow and title cancellation fees.
Section 11. Condition of Title. At Close of Escrow, the Seller shall deliver insurable title to the Property, free and clear of all liens, encumbrances, clouds and conditions, rights of occupancy or possession except:
(a) applicable building, subdivision and zoning laws and regulations; (b) any liens, encumbrances, clouds, conditions, or exceptions arising due in whole or in part to the actions of the City;
(c) utility easements and rights of way of record; and
(d) any exceptions set forth in the Title Report.
As a condition to the Close of Escrow, Escrow Holder shall be committed to issue a ALTA Owner’s Extended Coverage Policy of Title Insurance (the “Title Policy”) to the City in the insurable amount of the Purchase Price and showing only those exceptions to title described in this Section 11. Escrow Holder's willingness to issue the Title Policy, subject to Seller paying the applicable premium, shall be conclusive evidence of Seller's satisfaction of his obligations of the title conditions reflected in this Section 11.
Section 12. Costs of Escrow and Closing. The Seller shall pay transfer taxes, if any, the premium for the Title Policy, and all normal closing costs generally attributed to sellers of real property. The City shall pay recording fees and all normal closing costs generally attributed to buyers of real property. The Seller and the City shall evenly pay any escrow costs.
6/23/26 | Item D6 | Attachment 1
Purchase and Sale Agreement and Joint Escrow Instructions 5655 Capistrano Ave., Atascadero CA
Section 13. No Changes. The Seller shall maintain the Property prior to the Closing Date in a condition consistent with its current condition and shall make at its own expense, all repairs necessary to maintain the Property in such condition; provided, however, that the Seller shall make no material alterations in the Property without the City’s prior written consent, which shall not be unreasonably withheld. The Seller also agrees that no leases, rental agreements, or other agreement affecting the Property shall be made or entered into prior to the Close of Escrow.
Section 14. Broker's Commission. The City represents to the Seller that it has not engaged or used the services of any person, firm or corporation that may claim a broker’s commission or finder’s fee upon execution of Agreement. The Seller represents to the City that he has not been represented by any person, firm or corporation that may claim a broker’s commission or finder’s fee upon execution of Agreement. The Seller and the City (each, reciprocally, as an "Indemnitor") agree to indemnify and hold the other (as "Indemnitee") harmless from all expense, loss, damage and claims, including the Indemnitee’s attorneys’ fees, if necessary, arising out the Indemnitor’s breach of the foregoing representation.
Section 15. Notices. All notices required or permitted hereunder shall be in writing. Unless otherwise provided herein, any notice, tender or delivery to be given pursuant to this Agreement by either party may be accomplished by personal delivery, by first class certified mail, return receipt requested, or by delivery via an overnight courier which guarantees next day delivery. Any notice delivered by certified mail, return receipt requested shall be deemed received on the date of delivery reflected on the return receipt. Any notice delivered by overnight shall be deemed received one (1) business day after deposit thereof with the overnight courier. Notices shall be addressed as set forth below, but each party may change its address by written notice in accordance with this Section 15, on not less than ten (10) days prior written notice.
To City:
City of Atascadero
6500 Palma Avenue
Atascadero, CA 9342
Attn: City Manager
With a copy to:
Dave Fleishman, City Attorney
847 Monterey Street
San Luis Obispo, CA 93401
To Seller:
Sean Knoph
7120 Valle Ave
Atascadero, CA 93422
Section 16. Buyer's Cooperation. During the term of this Agreement, the Seller may seek certain governmental permits or other approvals related to the transfer of the Property, if any. The City shall cooperate with Seller to pursue applications, government permits, and related requirements provided that such cooperation shall be at no cost, liability or prejudice to the City.
Section 17. Prorations and Adjustments. The Parties shall meet three (3) business days prior to the Close of Escrow, or cause their agents or the Escrow Holder to apportion or prorate, as of 11:59 pm PDT, of the day preceding the Closing Date, the following in respect of the Property and the net amount thereof shall be added to (if such net amount is in Seller’s favor) or deducted from (if such net amount is in the City’s favor) the Purchase Price with respect to the Property:
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Purchase and Sale Agreement and Joint Escrow Instructions 5655 Capistrano Ave., Atascadero CA
Subject to the specific provisions of this Section 17, all items of income and expense shall be prorated between the Seller and the City as of the Closing Date. Income and expenses shall be prorated on the basis of the actual number of days in the particular month and on the basis of the accrual method of accounting. All such items attributable to the period prior to the Closing Date shall be credited to the Seller; all such items attributable to the period on and following the Closing Date shall be credited to the City.
The Seller shall be credited in the Purchase Price with any refundable (or otherwise creditable) deposits or bonds held by any utility, governmental agency or service contractor with respect to the Property, to the extent the same are assigned to the City in connection with the sale of the Property.
General and special real estate and personal property taxes and assessments (other than those taxes and assessments required to be paid directly by any tenant under its lease) payable for the tax year in which the Closing Date occurs shall be prorated as of the Closing Date, with Seller responsible for paying such taxes and assessments attributable to the period preceding the Closing Date. As a California general law city, the City is exempt from real property taxation under California Revenue and Taxation Code § 202, and no taxes or assessments shall be due or prorated with respect to the period on or following the Closing Date.
Unless otherwise provided in this Section 17, all prorations shall be made on the basis of the actual days in a month and a 365-day year.
Section 18. General Provisions.
(a) Headings. The title and headings of the various sections hereof are intended as a means of reference and are not intended to place any construction on the provisions hereof. (b) Invalidity. If any provision of this Agreement shall be found by a court of competent jurisdiction to be invalid or unenforceable, the remaining provisions shall not be affected thereby, and every provision hereof shall be valid and enforceable to the fullest extent permitted by law. (c) Attorneys' Fees. In the event of any litigation between the Seller and the City to enforce or interpret any of the provisions of this Agreement, the prevailing party therein shall be entitled to recover from the unsuccessful party all costs and expenses, including reasonable attorneys’ fees, all of which may be included as part of the judgment rendered in such litigation. (d) Entire Agreement. This Agreement supersedes all prior negotiations and agreements between the Parties, and is intended by the Parties as a final expression of their agreement and may not be contradicted by evidence of any prior or contemporaneous agreement. The Parties further intend that this Agreement constitute the final and exclusive statement of its terms and that no extrinsic evidence whatsoever may be introduced in any judicial proceedings involving this Agreement. The Parties have read and reviewed this Agreement and agree that any rule of construction to the effect that ambiguities are to be resolved against the drafting party (including, but not limited to, Civil Code Section 1654, as may be amended from time to time) shall not apply to this Agreement. No provision of this Agreement may be amended except by an agreement in writing signed by the parties hereto or their respective successors in interest. This Agreement shall be governed by and construed in accordance with the laws of the State of California.
(e) Successors. This Agreement shall be binding upon and inure to the benefit of the heirs, executors, administrators, successors and assigns of the Parties hereto. (f) Time of the Essence. Time is of the essence in this Agreement.
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Purchase and Sale Agreement and Joint Escrow Instructions 5655 Capistrano Ave., Atascadero CA
(g) Cooperation of Parties. The Seller and the City shall execute such further escrow instructions and any and all other documents reasonably necessary or appropriate to close the purchase and sale pursuant to the terms of this Agreement.
(h) Business Days. The term “business days” in this Agreement shall mean days on which the city offices of the City of Atascadero are open for business. (i) Counterparts: Multiple Originals. This Agreement may be executed in counterparts, and multiple originals, each of which shall be deemed an original but all of which together shall constitute one and the same agreement.
[Signatures appear on following page]
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Purchase and Sale Agreement and Joint Escrow Instructions 5655 Capistrano Ave., Atascadero CA
IN WITNESS WHEREOF, the parties have executed this Purchase and Sale Agreement and Joint Escrow Instructions as of the dates shown below.
BUYER:
CITY OF ATASCADERO, a California general law
city
By: _______________________
JAMES R. LEWIS, CITY MANAGER
Date: ___________
APPROVED AS TO FORM:
By: _______________________
DAVID FLEISHMAN,
CITY ATTORNEY
Date: ___________
SELLER:
__________________________
SEAN KNOPH
Date: ___________
Exhibit List:
Exhibit A Legal Description of the Property
Exhibit B Grant Deed
Exhibit C Property Information Sheet
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Purchase and Sale Agreement and Joint Escrow Instructions 5655 Capistrano Ave., Atascadero CA
Exhibit A
EXHIBIT A
LEGAL DESCRIPTION OF THE PROPERTY
6/23/26 | Item D6 | Attachment 1
Purchase and Sale Agreement and Joint Escrow Instructions 5655 Capistrano Ave., Atascadero CA
Exhibit B
EXHIBIT B
FORM OF GRANT DEED
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Purchase and Sale Agreement and Joint Escrow Instructions 5655 Capistrano Ave., Atascadero CA
Exhibit C
EXHIBIT C
PROPERTY INFORMATION SHEET
File No.
APPRAISAL OF
LOCATED AT:
CLIENT:
AS OF:
BY:
Capistrano Avenue
The Appraisal Office, Inc.
Curtis C. Oeser
August 4, 2025
Atascadero, CA, 93422
6950 Valle Avenue
Sean Knop
Atascadero, CA 93422
Capistrano Avenue
6/23/26 | Item D6 | Attachment 2
Land Appraisal Report File No.
The purpose of this appraisal report is to provide the client with a credible opinion of the defined value of the subject property, given the intended use of the appraisal.
Client Name/Intended User E-mail
Client Address City State Zip
Additional Intended User(s)
Intended Use
PURPOSE
Property Address City State Zip
Owner of Public Record County
Legal Description
Assessor's Parcel # Tax Year R.E. Taxes $
Neighborhood Name Map Reference Census Tract
Property Rights Appraised Fee Simple Leasehold Other (describe)
SUBJECT
My research did did not reveal any prior sales or transfers of the subject property for the three years prior to the effective date of this appraisal.
Prior Sale/Transfer: Date Price Source(s)
Analysis of prior sale or transfer history of the subject property (and comparable sales, if applicable) Offerings, options and contracts as of the effective date of the appraisal
SALES HISTORY
Neighborhood Characteristics One-Unit Housing Trends One-Unit Housing Present Land Use % Location Urban Suburban Rural Property Values Increasing Stable Declining PRICE AGE One-Unit % Built-Up Over 75% 25-75% Under 25% Demand/Supply Shortage In Balance Over Supply $(000) (yrs) 2-4 Unit % Growth Rapid Stable Slow Marketing Time Under 3 mths 3-6 mths Over 6 mths Low Multi-Family % Neighborhood Boundaries High Commercial %
Pred. Other %
Neighborhood Description
Market Conditions (including support for the above conclusions)
NEIGHBORHO
OD
Dimensions Area Shape View
Specific Zoning Classification Zoning Description
Zoning Compliance Legal Legal Nonconforming (Grandfathered Use) No Zoning Illegal (describe) Highest and best use of the subject property
Utilities Public Other (describe) Public Other (describe) Off-site Improvements—Type Public Private Electricity Water Street
Gas Sanitary Sewer Alley
FEMA Special Flood Hazard Area Yes No FEMA Flood Zone FEMA Map # FEMA Map Date Site Comments
SITE
ITEM SUBJECT
DESCRIPTION
Address
Proximity to subject
Sales Price $
Price $ /
Data Source
Date of Sale and
Time Adjustment
Location
Site/View
Sales or Financing
Concessions
Net Adj. (Total)
Indicated Value
of Subject
COMPARABLE NO. 1
DESCRIPTION +(-) Adjust.
$
+ - $
Net Adj. %
Gross Adj. % $
COMPARABLE NO. 2
DESCRIPTION +(-) Adjust.
$
+ - $
Net Adj. %
Gross Adj. % $
COMPARABLE NO. 3
DESCRIPTION +(-) Adjust.
$
+ - $
Net Adj. %
Gross Adj. % $
Summary of Sales Comparrison Approach
MARKET DATA ANALYSIS
Based on the scope of work, assumptions, limiting conditions and appraiser's certification, my (our) opinion of the defined value of the real property that is the subject of this report as of , which is the effective date of this appraisal, is:
Single point $ Range $ to $ Greater than Less than $
This appraisal is made "as is," subject to the following:
RECONCILIATION
This form Copyright © 2005-2016 ACI, a First American Company. All Rights Reserved. (gPAR™) General Purpose Appraisal Report 09/2016
GPARLAND_16 09232016
Produced using ACI software, 800.234.8727 www.aciweb.com Capistrano Avenue
Appraisal Office Inc.
Possible Sale
None
6950 Valle Avenue Atascadero CA 93422
Sean Knop [email protected]
X
East Atascadero TG 573 J-3 125.02
029-105-014 2024 1,028.04
PaRCEL 4 IN pm 16/86 City of Atascadero
Knoph San Luis Obispo
Capistrno Avenue Atascadero CA 93422
CRMLS Corelogic RealQuest, Relist, Owners
X
There were 4 active listings & 1 pending sales of vacant lots in Atascadero from 3,000 SqFt to 1 acre with a median listing price of $160,000, average listing price of $185,875 days on market 136 and 163 respectively. Of the 5 sites sold in 1-2024 to 7-2024 the low was $42,000 the high was $230,000 with a median sales price of $180,000 and the average sales price was $166,200. Days on market was 32 and 256 respectively.
Atascadero is a suburban community located along Highway 101 in the northern part of San Luis Obispo County. Parcels range in size from 6,000 Sq.Ft. to 10+ acres with city water, sewer and natural gas being typical for the neighborhood, but wells, septic, and propane are not unusual. All local amenities are within a five minute drive.
Vacant 20
80 20
100
New
450
1.5 Mil
275
Santa Barbara Road to the south, Santa Cruz Road to the north, Salinas River to the east and city limits to the west. Typical westside residential neighborhood.
X
X
X
X
X
X
See comments page
X X 06079C0831G 11/16/2012
Asphalt X
X at Street
X At Street
X At Street
X At Street
Future development of 3 single family houses on three separate lots or as many units as allowable.
X
RMF-10 RMF -10 Resdential Multiple Family 10 units per acre Irregular 24,300 or .56acres Irregular Average Hills
APN: 029-105-014
DOM
Improvements None
24,300 or .56 Ac /Average Hills
Average
Site 0
Atascadero
Capistrno Avenue
0.0% 385,000
0.0%
X 0
None Noted
Cash
030-512-011&02
DOM 36
None
28,657 Sq. Ft. Average
Average CR Zoning
07/02/2025
CRMLS#NS25147099;Doc#N/A
385,000
385,000
1.35 miles SE
Atascadero, CA 93422
Cascada Road
93.8% 415,000
72.9%
X 175,000
None Noted
Cash
030-061-052
DOM 213
624 Sq.FTt SFR uninhabitable & plans -25,000
15,000 Sq.Ft./Average
Average LSFY Zoinng +200,000
06/17/2024
CRMLS#NS24079737;Doc#16021
240,000
240,000
0.85 miles SE
Atascadero, CA 93422
9000 Curbaril Avenue
58.8% 405,000
58.8%
X 150,000
None Noted
Cash
030-352-087
DOM 71
None
13,504 SqFt./ Average
Good LSFY Zoinng +150,000
02/07/2024
CRMLS#NS23171687;Doc#3061
255,000
255,000
0.82 miles SW
Atascadero, CA 93422
7175 Atascadero Avenue
From the sixcomparable properties, the adjusted range of current market value indicators is from $385,000 to $425,000 or a difference of less than 10%, which is considered very reasonable for vacant sites in Atascadero under current market conditions The sales provided are the last sales in Atascadero that are considered generally similar to subject. All sites were purchased for residential single family development. Sale 1 no adjustments warranted. Sale 2 required upward adjustment for inferior zoning and downward for improvements.Sale 3 required upward adjustment for inferior zoning which was partially offset by the superior wes-tside location. Sale 4 no adjustments warranted. Pending sale 5 was adjusted downward for superior west-side location and small SFR. Sale 6 was adjusted downward for list price vs possible sales price. From the six comparable properties sales, 1 and 4, Pending sale 5 and listing 6 were given most weight supporting a final value of $420,000. or $140,000 per lot (sales 2 & 3) or 17.25+/-per Sq.Ft. (comparables 1, 4, 5 & 6) X
X 420,000
08/04/2025
Appraisal Office, Inc.
6/23/26 | Item D6 | Attachment 2
Land Appraisal Report File No.
ITEM SUBJECT
DESCRIPTION
Address
Proximity to subject
Sales Price $
Price $ /
Data Source
Date of Sale and
Time Adjustment
Location
Site/View
Sales or Financing
Concessions
Net Adj. (Total)
Indicated Value
of Subject
COMPARABLE NO. 4
DESCRIPTION +(-) Adjust.
$
+ - $
Net Adj. %
Gross Adj. % $
COMPARABLE NO. 5
DESCRIPTION +(-) Adjust.
$
+ - $
Net Adj. %
Gross Adj. % $
COMPARABLE NO. 6
DESCRIPTION +(-) Adjust.
$
+ - $
Net Adj. %
Gross Adj. % $
Summary of Sales Comparrison Approach
MARKET DATA ANALYSIS
ITEM SUBJECT
DESCRIPTION
Address
Proximity to subject
Sales Price $
Price $ /
Data Source
Date of Sale and
Time Adjustment
Location
Site/View
Sales or Financing
Concessions
Net Adj. (Total)
Indicated Value
of Subject
COMPARABLE NO. 7
DESCRIPTION +(-) Adjust.
$
+ - $
Net Adj. %
Gross Adj. % $
COMPARABLE NO. 8
DESCRIPTION +(-) Adjust.
$
+ - $
Net Adj. %
Gross Adj. % $
COMPARABLE NO. 9
DESCRIPTION +(-) Adjust.
$
+ - $
Net Adj. %
Gross Adj. % $
Summary of Sales Comparrison Approach
MARKET DATA ANALYSIS
Additional Comparables
This form Copyright © 2005-2016 ACI, a First American Company. All Rights Reserved. (gPAR™) General Purpose Appraisal Report 09/2016
GPARLAND_16 09232016
Produced using ACI software, 800.234.8727 www.aciweb.com Capistrano Avenue
Appraisal Office Inc.
APN: 029-105-014
DOM
Improvements None
24,300 or .56 Ac /Average Hills
Average
Site 0
Atascadero
Capistrno Avenue
0.0% 425,000
0.0%
X 0
None Noted
Cash
030-101-057
DOM 86
None
37,696 SqFt/ Average
Average RMF -10 Zoing
08/18/2023
CRMLS; NS23064079; Doc# 24407
425,000
425,000
0.85 miles SE
Atascadero, CA 93422
8959 Curbaril Avenue
23.6% 420,000
-23.6%
X 130,000
None Noted
Cash
030-282-014
DOM 13
696 Sqft. SFR -80,000
12,479 Sq. Ft/ Average
Good RMF-24 Zoning -50,000
Pending Sale
CRMLS#NS24102946;Doc#17714
550,000
550,000
0.60 miles SW
Atascadero, CA 93422
6685 Navajoa Avenue
5.6% 425,000
-5.6%
X 25,000
None Noted
Submit
028-071-006
DOM 93
576 Sq. Ft. SFR uninhabitable
17,600 Sq.Ft./ Average
Average RMF -10 Zoing
Active -5.5%+/- -25,000
CRMLS#NS25098755Doc#Listing
450,000
450,000
1.08 miles NW
Atascadero, CA 93422
5985 Dolores Avenue
*According the listing broker, comparable six had an accepted offer at $425,000, but buyer back out due to complications with the city on developing the lot
APN: 029-105-014
DOM
Improvements None
24,300 or .56 Ac /Average Hills
Average
Site 0
Atascadero
Capistrno Avenue
6/23/26 | Item D6 | Attachment 2
Land Appraisal Report File No.
Scope of Work, Assumptions and Limiting Conditions
Scope of work is defined in the Uniform Standards of Professional Appraisal Practice as " the type and extent of research and analyses in an assignment." In short, scope of work is simply what the appraiser did and did not do during the course of the assignment. It includes, but is not limited to: the extent to which the property is identified and inspected, the type and extent of data researched, the type and extent of analyses applied to arrive at opinions or conclusions.
The scope of this appraisal and ensuing discussion in this report are specific to the needs of the client, other identified intended users and to the intended use of the report. This report was prepared for the sole and exclusive use of the client and other identified intended users for the identified intended use and its use by any other parties is prohibited. The appraiser is not responsible for unauthorized use of the report.
The appraiser's certification appearing in this appraisal report is subject to the following conditions and to such other specific conditions as are set forth by the appraiser in the report. All extraordinary assumptions and hypothetical conditions are stated in the report and might have affected the assignment results.
1. The appraiser assumes no responsibility for matters of a legal nature affecting the property appraised or title thereto, nor does the appraiser render any opinion as to the title, which is assumed to be good and marketable. The property is appraised as though under responsible ownership.
2. Any sketch in this report may show approximate dimensions and is included only to assist the reader in visualizing the property. The appraiser has made no survey of the property.
3. The appraiser is not required to give testimony or appear in court because of having made the appraisal with reference to the property in question, unless arrangements have been previously made thereto.
4. Neither all, nor any part of the content of this report, copy or other media thereof (including conclusions as to the property value, the identity of the appraiser, professional designations, or the firm with which the appraiser is connected), shall be used for any purposes by anyone but the client and other intended users as identified in this report, nor shall it be conveyed by anyone to the public through advertising, public relations, news, sales, or other media, without the written consent of the appraiser.
5. The appraiser will not disclose the contents of this appraisal report unless required by applicable law or as specified in the Uniform Standards of Professional Appraisal Practice.
6. Information, estimates, and opinions furnished to the appraiser, and contained in the report, were obtained from sources considered reliable and believed to be true and correct.
However, no responsibility for accuracy of such items furnished to the appraiser is assumed by the appraiser.
7. The appraiser assumes that there are no hidden or unapparent conditions of the property, subsoil, or structures, which would render it more or less valuable. The appraiser assumes no responsibility for such conditions, or for engineering or testing, which might be required to discover such factors. This appraisal is not an environmental assessment of the property and should not be considered as such.
8. This appraisal report should not be used to disclose the condition of the property as it relates to the presence/absence of defects. The client is invited and encouraged to employ qualified experts to inspect and address areas of concern. If negative conditions are discovered, the opinion of value may be affected.
9. Appraisals involving hypothetical conditions related to completion of new construction, repairs or alteration are based on the assumption that such completion, alteration or repairs will be competently performed.
Additional Comments Related To Scope Of Work, Assumptions and Limiting Conditions
This form Copyright © 2005-2016 ACI, a First American Company. All Rights Reserved. (gPAR™) General Purpose Appraisal Report 09/2016
GPARLAND_16 09232016
Produced using ACI software, 800.234.8727 www.aciweb.com Capistrano Avenue
Appraisal Office Inc.
6/23/26 | Item D6 | Attachment 2
Land Appraisal Report File No.
Appraiser's Certification
The appraiser(s) certifies that, to the best of the appraiser's knowledge and belief:
1. The statements of fact contained in this report are true and correct.
2. The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are the appraiser's personal, impartial, and unbiased professional analyses, opinions, and conclusions.
3. Unless otherwise stated, the appraiser has no present or prospective interest in the property that is the subject of this report and has no personal interest with respect to the parties involved.
4. The appraiser has no bias with respect to the property that is the subject of this report or to the parties involved with this assignment.
5. The appraiser's engagement in this assignment was not contingent upon developing or reporting predetermined results.
6. The appraiser's compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal.
7. The appraiser's analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice.
8. Unless otherwise noted, the appraiser has made a personal inspection of the property that is the subject of this report.
9. Unless noted below, no one provided significant real property appraisal assistance to the appraiser signing this certification. Significant real property appraisal assistance provided by:
Additional Certifications:
Definition of Value: Market Value Other Value:
Source of Definition:
ADDRESS OF THE PROPERTY APPRAISED:
EFFECTIVE DATE OF THE APPRAISAL:
APPRAISED VALUE OF THE SUBJECT PROPERTY $
APPRAISER
Signature:
Name:
Company Name:
Company Address:
Telephone Number:
Email Address:
State Certification #
or License #
or Other (describe): State #:
State:
Expiration Date of Certification or License:
Date of Signature and Report:
Date of Property Viewing:
Degree of property viewing:
Did personally view Did not personally view
SUPERVISORY APPRAISER
Signature:
Name:
Company Name:
Company Address:
Telephone Number:
Email Address:
State Certification #
or License #
State:
Expiration Date of Certification or License:
Date of Signature:
Date of Property Viewing:
Degree of property viewing:
Did personally view Did not personally view
This form Copyright © 2005-2016 ACI, a First American Company. All Rights Reserved. (gPAR™) General Purpose Appraisal Report 09/2016
GPARLAND_16 09232016
Produced using ACI software, 800.234.8727 www.aciweb.com Capistrano Avenue
Appraisal Office Inc.
X
01/10/2025
01/28/2025
01/02/2027
CA
AG006593
[email protected]
805-238-6776
Atascadero, CA 93422
12325 Hampton Court
The Appraisal Office, Inc.
Curtis C. Oeser
420,000
08/04/2025
Atascadero, CA 93422
Capistrno Avenue
The term "Market Value" as used in this report, as defined as follows:
The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller each acting prudently and knowledgeably, and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby:
(1) Buyer and seller are typically motivated;
(2) Both parties are well informed or well advised and acting in what they consider their own best interests:
(3) A reasonable time is allowed for exposure in the open market:
(4) Payment is made in terms of cash in US dollars or in terms of financial arrangements comparable thereto: and (5) The price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions granted by anyone associated with the sale.
Title XI of the Financial Institutions Reform, Recovery and Enforcement Act of 1989 (FIRREA) X
10. To comply with the 2010 USPAP Ethics Rule regarding disclosing prior appraisal services and/or any other services on subject property in the past three years, I have not appraised the subject property in the previous three years.
Appraisal Office, Inc.
6/23/26 | Item D6 | Attachment 2
ADDENDUM
Client: Sean Knop File No.: Capistrano Avenue
Property Address: Capistrno Avenue Case No.:
City: Atascadero State: CA Zip: 93422
Addendum Page 1 of 5
INTENDED USE/INTENDED USER: The intended use of this appraisal is to provide an opinion of market value of the fee simple interest of the subject property as of 08/04/2025. The appraisal report is intended to assist the clients: Sean Knoph mentioned in this report in evaluatin g the subject property for possible sale. It is not intended for any other use. The intended user is the client; no other use by any other party is intended or authorized.
EXTRAORDINARY ASSUMPTIONS: None
COMPETENCY STATEMENT: In accordance with the Competency Rule of the Uniform Standards of Professional Appraisal Practice (USPAP), the appraiser certifies that I have the education, experience and knowledge sufficient to appraise the property being valued in this report. No one other than the appraiser signing the report has provided significant real property appraisal assistance in completing this report unless otherwise indicated.
SCOPE OF APPRAISAL: On 08/04/2025 the appraiser physically inspected the subject property from the street. During the time of inspection the appraiser performed the necessary requirements to complete the appraisal report in a professional manner. Inspection included: photographing improvements from street, verifying special features, collecting property data, determining subject boundaries, deciphering quality, interpreting an opinion of condition of the existing improvements, etc.
During the office process over the next few days the appraiser researched the subject property, the immediate neighborhood and the general market area. The appraiser completely analyzed comparables, verified surrounding amenities, collected additional property data excluding any personal property, studied subject boundaries and neighborhood, downloaded photographs into the computer database system, created a summary narrative and processed the data for a conclusion of value, etc.
In the collection of data, all sources including California Regional Multiple Listing Service, Realist, CoreLogic RealQuest, brokers, lenders, county records, public recordings and appraiser's files were utilized. The original source of comparables is shown in the Data Source section of the market grid analysis, along with the source of confirmation, if available. It is presumed that the information from these sources is correct and reliable. When conflicting information is provided, the source deemed most reliable has been used. Data believed unreliable was not included in the report nor used as a basis for the value conclusion. When reported days on market is questionable, days on market is calculated by the appraiser from listing date to closing date. All sources have been verified as closed through at least two of the data sources utilized and cited, unless indicated to the contrary in the body of the report.
The appraiser does not access attic areas, crawl spaces, areas underneath floor coverings, or otherwise non-accessible areas (foundation, stability of structure, electrical, plumbing, etc.) and does not move obstructions (furniture, appliances, etc.).
The appraiser is not responsible for hidden or unapparent conditions. The appraiser is not a contractor or engineer and does not have the full expertise to evaluate the overall quality of the materials used, condition or workmanship. The appraiser is not a home or environmental inspector. The appraiser provides an opinion of value. The appraiser does not guarantee that the property is free of defects or environmental problems. The appraiser performs an inspection of visible and accessible areas only. Mold may be present in areas the appraiser cannot see. The appraiser is not qualified to determine the cause of the mold, the type of mold or whether the mold might pose any risk to the property or its inhabitants. A professional home inspection or environmental inspection is recommended.
The income capitalization approach and cost approach to value were not considered as part of the scope of work and both are unnecessary for this assignment to provide credible results, and as such, were not performed.
It should be noted that the appraiser did not attempt to discover criminal activities within the surrounding neighborhood including but not limited to meth houses, registered sex offenders, rehabilitation facilities and other similar issues that may have an effect on value, as these types of issues are typically transitory in nature.
EXPOSURE AND MARKETING TIME: Assuming the subject property was listed prior to the effective date of the appraisal at a price not more than 3% above the opinion of value reached herein, the estimated exposure time for the subject is 3 to 6 months. In addition, assuming there are no substantial changes in the market, other than those discussed in the body of this report, the reasonable marketing time for the subject property after the effective date of the appraisal is 3 to 6 months assuming the property is listed at a price no more than 3% above the market value indicated in this report and actively marketed with a firm experienced in marketing similar properties. 6/23/26 | Item D6 | Attachment 2
ADDENDUM
Client: Sean Knop File No.: Capistrano Avenue
Property Address: Capistrno Avenue Case No.:
City: Atascadero State: CA Zip: 93422
Addendum Page 2 of 5
Qualified Appraiser.
· A qualified appraiser is an individual who meets all the following requirements. · The individual either:
· Has earned an appraisal designation from a recognized professional appraiser organization for demonstrated competency in valuing the type of property being appraised, or · Has met certain minimum education and experience requirements. For real property, the appraiser must be licensed or certified for the type of property being appraised in the state in which the property is located. For property other than real property, the appraiser must have successfully completed college or professional-level coursework relevant to the property being valued, must have at least 2 years of experience in the trade or business of buying, selling, or valuing the type of property being valued, and must fully describe in the appraisal his or her qualifying education and experience.
· The individual regularly prepares appraisals for which he or she is paid. · The individual demonstrates verifiable education and experience in valuing the type of property being appraised.
To do this, the appraiser can make a declaration in the appraisal that, because of his or her background, experience, education, and membership in professional associations, he or she is qualified to make appraisals of the type of property being valued.
· The individual has not been prohibited from practicing before the IRS under section 330(c) of title 31 of the United States Code at any time during the 3-year period ending on the date of the appraisal. · The individual is not an excluded individual.
Qualified Appraisal
· Generally, if the claimed deduction for an item or group of similar items of donated property is more than $5,000, you must get a qualified appraisal made by a qualified appraiser. You must also complete Form 8283, Section B, and attach it to your tax return.
· A qualified appraisal is an appraisal document that:
· Is made, signed, and dated by a qualified appraiser (defined later) in accordance with generally accepted appraisal standards,
· Meets the relevant requirements of Regulations section 1.170A-13(c)(3) and Notice 2006-96, 2006-46 I.R.B. 902 · Relates to an appraisal made not earlier than 60 days before the date of contribution of the appraised property. · Does not involve a prohibited appraisal fee, and
· Includes certain information
This appraisal report was prepared as a qualified appraisal report 6/23/26 | Item D6 | Attachment 2
ADDENDUM
Client: Sean Knop File No.: Capistrano Avenue
Property Address: Capistrno Avenue Case No.:
City: Atascadero State: CA Zip: 93422
Addendum Page 3 of 5
MARKETABILITY FACTORS:
REGIONAL DATA: San Luis Obispo County is located along the coast of Central California approximately 250 miles south of San Francisco and 250 miles north of Los Angeles and has a mild climate, scenic settings, and minimal smog.
Geographically, San Luis Obispo County is one of the larger counties in the state with an area of over 3,000 square miles and roughly 80 miles of Pacific Ocean coastline. Terrain varies from level, interior, small grain and grape growing regions to the 2,500 foot Santa Lucia Mountains. Agriculture, and specifically cattle ranching, has played a major role in the county's economic development since first settled. Grapes and strawberries are the top production crops of county agriculture. Other important economic entities include tourism, education, government, retail, and agriculture. The four largest employers in the county are The County of San Luis Obispo, California Polytechnic State University, Atascadero State Hospital for the Criminally Insane, and the California Men's Colony. Tourist related services have seen substantial growth over the last 30 years, particularly along the coast. Coastal cities such as Pismo Beach, Morro Bay, Cayucos, Cambria, and San Simeon are popular tourist serving communities that attract recreational users and retirement bound individuals alike. Important inland recreation areas include Lake Nacimiento and Lopez Lake.
San Luis Obispo County has typically grown at a consistently moderate population growth rate. The county growth rate is expected to remain constant at 1 to 2+/-% annually. This growth can be attributed to the area's lure as a retirement and recreational area as well as its central location between Los Angeles and San Francisco and close proximity to the Central Valley. Major transportation corridors servicing the county include Highway 101 to the north and south, and Highways 46 and 41 to the east. To a lesser degree, Highway 1 is the primary coastal route for the communities of Morro Bay, Cayucos, Cambria and San Simeon and to the scenic Big Sur coastline.
The short term outlook for the county appears positive. The county unemployment rate is better than most areas of the state.
The county designed a project that will bring Nacimiento Lake water to Paso Robles, Templeton, Atascadero, and San Luis Obispo. Construction began in 2007 and was completed in 2011. Potential constraints on growth include limited water supplies in some communities, high housing costs, and the limited growth of manufactured goods and high paying jobs.
The entire county is within Seismic Zone 4 per the Uniform Building Codes due to the San Andreas Fault that runs north/south 50+/- miles east. The county is also within a Nuclear Emergency Response Zone due to the Diablo Canyon Nuclear Power Plant which is located 8+/- miles to the southwest of San Luis Obispo. Neither of these factors have been shown to negatively affect property values.
CITY OR TOWN INFORMATION: Atascadero is a suburban community located along Highway 101 in the northern part of San Luis Obispo County. It is located approximately 20 miles north of the City of San Luis Obispo, the county seat, and 18 miles to the east of Morro Bay and the Pacific Ocean via Hwy 41.
It’s Spanish name which, loosely translated means "a place of much water," was originally home to the Salinas Indians. In the half century between 1769 and 1823 the Spanish Franciscans established 21 missions along the California coast, including the nearby Mission's San Miguel Arcangel, and San Luis Obispo de Tolosa. In 1821, Mexico won its independence from Spain, and California became a Mexican province. The settling of Atascadero began with the Franciscan clergy who managed the 60,000 acre Rancho Asuncion until 1833, when the Mexican government secularized the mission lands. Governor Rio Pico then granted Pedro Estrada nearly 40,000 acres, part of which would eventually be a portion of the 23,000 acre Rancho Atascadero. Ownership of 61,000 acres was held, at one time, by Patrick Washington Murphy.
Eventually, J.H. Henry became the owner of the Atascadero Ranch.
The community of Atascadero was founded in 1913 as a utopian, planned colony by Edward Gardner Lewis, a successful magazine publisher from the East. He had previously created such a community at University City, Missouri. When he saw the Atascadero Ranch in 1912, Lewis put together a group of investors from across the country, paid J.H. Henry $37.50 an acre, and celebrated acquisition of the Rancho on July 4, 1913. In 1913 Edward Gardner Lewis purchased a large piece of land situated 20 miles north of San Luis Obispo and 10 miles south of Paso Robles in order to build a planned utopian colony. This land had previously been home to the Franciscans, and before that, to the Salinas Indians.
In 1914 the land was surveyed and subdivided. Thousands of acres of orchards were planted, a water system was installed and construction began on an 18 mile road (Highway 41 West) through the rugged Santa Lucia Mountains to the ocean, where Lewis built cottages and a beach front hotel called the Cloisters. Edward Gardner Lewis and his group of investors lived in tents while they developed the planned colony. In 1979 Atascadero was incorporated. According to public information, the City now has a population of approximately 28,438, and is the third largest city in San Luis Obispo County.
San Luis Obispo to the south and Paso Robles to the north via Hwy 101 offer regional shopping. The City's business district spans the incorporated length of El Camino Real and offers typical local amenities such as shopping, schools and libraries.
Twin Cities Hospital and the clinics associated with it are located 4+/- miles north of the City limits.
Parcels range in size from 6,000 Sq. Ft. to 10+ acres with city water, sewer and natural gas being typical for the neighborhood but wells, septic, and propane are not unusual. Schools are within the Atascadero Unified School District, which includes eight elementary schools, one junior high school, one comprehensive high school, one continuation school, one alternative school (K-12), the Fine Arts Academy, independent studies and home schooling opportunity classes. The top ten employers for the City of Atascadero employ between 2,100 and 87 workers, with the top three employers being Atascadero State Hospital, Atascadero Unified School District, and Home Depot. Self-employed workers are a significant portion in the breakdown of the workforce in Atascadero. According to the Atascadero Chamber of Commerce, there are 1,667 self-employed workers in Atascadero.
6/23/26 | Item D6 | Attachment 2
ADDENDUM
Client: Sean Knop File No.: Capistrano Avenue
Property Address: Capistrno Avenue Case No.:
City: Atascadero State: CA Zip: 93422
Addendum Page 4 of 5
SITE COMMENTS: Subject property is identified as San Luis Obispo County Assessor's Parcel Number 029105-014. Typical corner 24,300 Sq.Ft. or .56 acre site with all available utilities developed at street Terrain for site is mild sloping hillside. Site provides for average hillside views. No other apparent adverse easements, encroachments or site conditions observed.
Utilities consist of telephone (through AT&T), and electricity (through Pacific Gas & Electric), natural gas (through The Gas Company), city water, sewer and septic system. Private vendor in the area provides garbage service.
Current zoning for subject site is RMF-10 Residential Multiple Family 10 units per acre. In Atascadero, CA, RMF-10 zoning designates Residential Multiple Family (10 units per acre) areas. This zone is intended for higher density residential development, including apartments, condominiums, and townhouses, where higher density housing is desired within the urban services line. Highest and best use of site is for development of (three single family homes on three separate 8,100+/- Sq Ft. lots each) or as many units as allowable SB684 also known as the "Starter Homes Act," is a California law that streamlines the approval process for small residential development projects with 10 or fewer units on qualifying lots in multifamily zones and vacant lots in single-family zones.
It aims to increase housing supply and affordability by expediting the development of smaller-scale projects. ) GENERAL COMMENTS REGARDING THE APPROACHES TO VALUE: The appraiser has three methods of analysis, namely, the Cost, Market or Comparative Sales, and the Income Approaches. Each method may be more or less appropriate for the valuation problem due to the availability of data, buyer's motivation or expectation, nature of the appraisal assignment, or inherent nature of the subject property. A brief description of each method follows.
Cost Approach: This is a summation method wherein the existing improvements are surveyed as to quality and quantity, expensed at a reproduction or replacement cost new, less any accrued depreciation, and then summed with the vacant site value.
The cost approach has the greatest validity when the improvements are new, the site is properly developed to its highest and best use, and building costs and site values are readily known. This method assumes ability to develop a substitute property with similar amenities as the subject and within a reasonable development time.
In today's market, costs are increasing due to government user-developer fees which are not reflected in cost manuals such as Marshall and Swift. Site values and development times are also difficult to determine during times of economic change and especially in areas having water shortages or building moratoriums. In addition, in older properties, depreciation becomes more difficult to estimate. These combined factors weaken the reliability of the cost approach as an indicator of value.
Market or Sales Comparison Approach: This is a comparative sales analysis wherein sales of similar properties are located and then examined as to the differences existing at the time of sale between the comparable sale and the subject. When properties of similar style, neighborhood, and amenities as the subject are recently sold, the appraiser can obtain strong evidence of the most probable selling price of the subject. A grid is often utilized in order to adjust each sale on a percentage or lump sum basis so that the resulting modified sales price of each sale becomes a potential value of the subject.
Other methods of analysis involve calculation of so called unit indicators. For example, the sales price could be expressed as price paid per square foot. Unit indicators can be useful in displaying a pattern not readily apparent to the analyst at first glance.
This is the most preferred method of analysis due to ease of comprehension and ready acceptance by the courts, particularly when good comparative sales are available in sufficient quantity and require minimal adjustments. When this method is emphasized in the final decision of value, a reasonable exposure time, in the appraiser's opinion, will be developed and stated in this report.
Lack of good comparable sales weaken this approach. If this is the case, the appraiser will usually give more weight to the cost approach in the final decision process.
Income Approach: This approach is only applicable to the valuation of income producing properties. Income properties are usually purchased for the right to receive future benefits in the form of cash flow or required return on the capital outlay. In this approach, the appraiser is trying to imitate the rationale of the prudent investor/buyer.
In this area, single family houses are generally not purchased for rental, or with pure investment motives in mind, therefore the income approach is not used.
GLOSSARY OF TERMS
APPRAISAL: An unbiased estimate of the nature, quality, value or utility of and interest in, or aspect of, identified real estate and personal property.
FEE SIMPLE INTEREST: Absolute ownership unencumbered by any other interest or estate; subject only to the limitations of eminent domain, escheat, police power and taxation.
COMPLETE VISUAL INSPECTION: Visual inspection of the subject property, the areas that were visually apparent, observable and accessible available at the time of inspection only. This does not include: access to attic areas, crawl spaces, and areas underneath floor coverings, or moving obstructions (furniture, appliances, etc.) CONDITION: A brief description of the appraiser's opinion, the existing circumstances pertaining to the property described. The appraiser is not a home inspector, but an observer of condition based on other properties in the neighborhood.
a. Good: This is a condition used by the appraiser in the appraisal report to describe the property in a brief description; "good" in the opinion of the appraiser is above average condition for the neighborhood. b. Average: This is a condition used by the appraiser in the appraisal report to describe the property in a brief description; "average" in the opinion of the appraiser is a typical condition for the neighborhood. 6/23/26 | Item D6 | Attachment 2
ADDENDUM
Client: Sean Knop File No.: Capistrano Avenue
Property Address: Capistrno Avenue Case No.:
City: Atascadero State: CA Zip: 93422
Addendum Page 5 of 5
c. Fair: This is a condition used by the appraiser in the appraisal report to describe the property in a brief description; "fair" in the opinion of the appraiser is a below average condition for the neighborhood. d. Poor: This is a condition used by the appraiser in the appraisal report to describe the property in a brief description; "poor" in the opinion of the appraiser is a condition far below average for the neighborhood. "+/- "would describe/indicate a condition in-between the above four condition types.
HIGHEST AND BEST USE: "The reasonably probable and legal use of vacant land or an improved property, which is physically possible, appropriately supported, financially feasible, and results in the highest value." Because the use of land can be limited by the presence of improvements, highest and best use is determined separately for the land or site as though vacant and available to be put to its highest and best use, or for the property as improved. The first determination reflects the fact that land value is derived from potential land use. Land has limited value unless there is a present or anticipated use for it; the amount of value depends on the nature of the land's anticipated use, according to the concept of surplus productivity. Among all reasonable, alternative uses, the use that yields the highest present land value, after payments are made for labor, capital and coordination, is generally regarded as the highest and best use of land if vacant. The highest and best use of a property as improved refers to the optimal use that could be made of the property including all existing structures. The implication is that the existing improvement should be renovated or retained as long as it continues to contribute to the total market value of the property, or until the return from a new improvement would more than offset the cost of demolishing the existing building and constructing a new one. 6/23/26 | Item D6 | Attachment 2
SUBJECT PROPERTY PHOTO ADDENDUM
Client: File No.:
Property Address: Case No.:
City: State: Zip:
FRONT VIEW OF
SUBJECT PROPERTY
Date:
Appraised Value: $
REAR VIEW OF
SUBJECT PROPERTY
STREET SCENE
Atascadero CA 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
420,000
August 4, 2025
6/23/26 | Item D6 | Attachment 2
COMPARABLE PROPERTY PHOTO ADDENDUM
Client: File No.:
Property Address: Case No.:
City: State: Zip:
COMPARABLE SALE #1
Sale Date:
Sale Price: $
COMPARABLE SALE #2
Sale Date:
Sale Price: $
COMPARABLE SALE #3
Sale Date:
Sale Price: $
Atascadero CA 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
385,000
07/02/2025
Atascadero, CA 93422
Cascada Road
240,000
06/17/2024
Atascadero, CA 93422
9000 Curbaril Avenue
255,000
02/07/2024
Atascadero, CA 93422
7175 Atascadero Avenue
6/23/26 | Item D6 | Attachment 2
COMPARABLE PROPERTY PHOTO ADDENDUM
Client: File No.:
Property Address: Case No.:
City: State: Zip:
COMPARABLE SALE #4
Sale Date:
Sale Price: $
COMPARABLE SALE #5
Sale Date:
Sale Price: $
COMPARABLE SALE #6
Sale Date:
Sale Price: $
Atascadero CA 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
425,000
08/18/2023
Atascadero, CA 93422
8959 Curbaril Avenue
550,000
Pending Sale
Atascadero, CA 93422
6685 Navajoa Avenue
450,000
Active -5.5%+/-
Atascadero, CA 93422
5985 Dolores Avenue
6/23/26 | Item D6 | Attachment 2
Client: File No.:
Property Address: Case No.:
City: State: Zip:
Produced using ACI software, 800.234.8727 www.aciweb.com PHT3 05212013 Atascadero CA 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
6/23/26 | Item D6 | Attachment 2
Client: File No.:
Property Address: Case No.:
City: State: Zip:
Produced using ACI software, 800.234.8727 www.aciweb.com PHT3 05212013 Atascadero CA 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
Street
6/23/26 | Item D6 | Attachment 2
PLAT MAP
Client: File No.:
Property Address: Case No.:
City: Atascadero State: CA Zip: 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
6/23/26 | Item D6 | Attachment 2
LOCATION MAP
Client: File No.:
Property Address: Case No.:
City: Atascadero State: CA Zip: 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
6/23/26 | Item D6 | Attachment 2
Client: File No.:
Property Address: Case No.:
City: Atascadero State: CA Zip: 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
County Aerial
6/23/26 | Item D6 | Attachment 2
Client: File No.:
Property Address: Case No.:
City: Atascadero State: CA Zip: 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
Bing Aerial
6/23/26 | Item D6 | Attachment 2
Client: File No.:
Property Address: Case No.:
City: Atascadero State: CA Zip: 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
Corelogic RealQuest Aerial
6/23/26 | Item D6 | Attachment 2
FLOOD MAP
Client: File No.:
Property Address: Case No.:
City: Atascadero State: CA Zip: 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
6/23/26 | Item D6 | Attachment 2
Client: File No.:
Property Address: Case No.:
City: Atascadero State: CA Zip: 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
Property Detail Report
6/23/26 | Item D6 | Attachment 2
Client: File No.:
Property Address: Case No.:
City: Atascadero State: CA Zip: 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
Transaction History Report
6/23/26 | Item D6 | Attachment 2
Client: File No.:
Property Address: Case No.:
City: Atascadero State: CA Zip: 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
Transaction Historty Report
6/23/26 | Item D6 | Attachment 2
Client: File No.:
Property Address: Case No.:
City: Atascadero State: CA Zip: 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
License
6/23/26 | Item D6 | Attachment 2
Client: File No.:
Property Address: Case No.:
City: Atascadero State: CA Zip: 93422
Capistrno Avenue
Sean Knop Capistrano Avenue
Resume
6/23/26 | Item D6 | Attachment 2
CITY OF ATASCADERO
CITY COUNCIL STAFF REPORT Item G1
Department: City Attorney
Date: 6/23/26
Placement: Management
Reports
TO: JAMES R. LEWIS, CITY MANAGER
FROM: DAVE FLEISHMAN, CITY ATTORNEY
PREPARED BY: DAVE FLEISHMAN, CITY ATTORNEY
SUBJECT: Sidewalk Vending Regulation
RECOMMENDATION:
Council provide direction on options presented for regulation of sidewalk vending within the City.
DISCUSSION:
BACKGROUND
Currently the City of Atascadero regulates sidewalk vendors as “Mobile Eating and Drinking Vendors” under AMC § 9-3.500. That phrase is defined as follows:
Any vehicle, wagon, or pushcart that is self-propelled or can be pushed/pulled down a street or sidewalk, on which food is displayed, prepared, or processed for the purpose of selling food or drinks to a consumer.
Under Table 3-2, mobile eating and drinking vendors are permitted in some non-residential zones as allowed uses.
Footnote 6 to Table 3-2 states:
Mobile food vending permitted on private property with owner's permission and City review of parking and access on site. Mobile food trucks used as part of an event may be permitted in the right-of-way with the issuance of an Event Permit.
Other than the zones set forth in Table 3-2, there are currently no regulations imposed on mobile eating and drinking vendors.
In January 2019, Senate Bill 946 (Government Code Sections 51036-51039) went into effect and established statewide governance of vending in public parks and rights-of-way, limiting cities in
6/23/26 | Item G1 | Staff Report
their regulation of sidewalk vending unless a city adopts specific regulations “directly related to objective health, safety and welfare concerns.” Violations of these regulations are only punishable by administrative fines, not as infractions or misdemeanors.
Under SB 946, the Legislature requires local jurisdictions to both support and properly regulate sidewalk vendors. The stated intent of the legislation is to create entrepreneurial and economic development opportunities for immigrant and low-income communities. The Legislature found:
1. Sidewalk vending increases access to desired goods, such as culturally significant food and merchandise;
2. Sidewalk vending contributes to safe and dynamic public spaces; and
3. The safety and welfare of the public is promoted by encouraging local authorities to support and properly regulate sidewalk vending and decriminalizing sidewalk vending.
SB 946 defines a sidewalk vendor as “a person who sells food or merchandise from a pushcart, stand, display, pedal-driven cart, wagon, showcase, rack, or other nonmotorized conveyance, or from one’s person, upon a public sidewalk or other pedestrian path.” A sidewalk vendor may be stationary or roaming.
Effective January 1, 2023, Senate Bill 972 amends certain Health and Safety Code provisions applicable to some sidewalk vendors who prepare food. Under the amended code, compact mobile food operations are not required to obtain a health department permit from the County if they have “25 square feet or less of display area from which only prepackaged non-potentially hazardous food and whole uncooked produce is sold.”
Effective January 1, 2026, Senate Bill 635 adds significant vendor privacy and data protection requirements that supersede conflicting local ordinances. Key provisions of an SB 635-compliant ordinance include:
• Cities are prohibited from collecting criminal history, background information, immigration status, or requiring fingerprints or LiveScan as part of a sidewalk vending permit or business license application;
• Cities may not share vendor personally identifiable information (PII) with federal law enforcement or immigration enforcement agencies;
• Any ordinance or permit program that previously required fingerprinting or background checks must be amended by January 1, 2026, and any such records collected prior to that date must be destroyed by March 1, 2026; and
• If enforcement is contracted to a nonpublic entity, the contract must require that entity to comply with SB 635's provisions.
Cities adopting a new ordinance after January 1, 2026 must incorporate SB 635 compliance from the outset. Any new ordinance should expressly prohibit collection of PII for immigration
6/23/26 | Item G1 | Staff Report
enforcement purposes. To meet the mandated regulations as defined by Government Code Sections 53036-53039, the City must amend its current regulations.
The City has experienced very few issues with sidewalk vendors since SB 946 went into effect.
However, staff has seen an increased interest in street vending in recent months. As such, staff requests direction from the Council on areas of permissible regulation under SB 946.
To highlight some of the matters on which the Council may wish to have more detailed discussion, ordinances from Solvang and Pismo Beach are attached as examples of two cities which have approached regulation of sidewalk vendors slightly differently. Both ordinances reflect similar baseline regulations derived from the permissible areas of regulation under SB 946. The two cities differ somewhat, however, in the administrative structure, penalty specificity, privacy protections, and geographic restrictions tailored to each city's unique situation.
Solvang's ordinance (Chapter 4-4) was most recently amended April 27, 2026, and reflects updated SB 635 compliance language, including explicit personally identifiable information (PII) protections. Pismo Beach's ordinance (Chapter 12.22), adopted in 2020, predates SB 635 and would require updating to comply with SB 635.
Under Government Code Section 51038(c)(1):
A local authority may, by ordinance or resolution, adopt additional requirements regulating the time, place, and manner of sidewalk vending if the requirements are directly related to objective health, safety, or welfare concerns….
Among the permissible requirements are limitations on hours of operation that are not unduly restrictive, and requirements to maintain sanitary conditions.
Both Pismo Beach and Solvang have limited the number of permits issued city-wide, and both cities have also restricted locations for vending based on objective health, safety and welfare concerns.
For example, both cities cap stationary vendor permits in parks at five concurrent permits.
However, the overall restriction on the number of permits must be directly related to objective health, safety, or welfare concerns. Pismo Beach also distinguishes between food sales and merchandise sales, allowing up to five permits for each category. Pismo Beach also excludesits Pier Zone from any stationary vending due to pre-existing exclusive concession agreements.
Solvang prohibits all sidewalk vending in its central business district, citing extreme congestion and pedestrian safety concerns, which is a permissible restriction under SB 946, if supported by objective health, safety or welfare findings. This is among the most restrictive approaches a city may take. Pismo Beach, by contrast, identifies specific street segments where vending is prohibited by name and block range, allowing vending to continue in other downtown areas.
Solvang requires vendors to sign an explicit indemnification and release of liability as a permit condition and requires an acknowledgement that sidewalk use is at the vendor's own risk. This provides additional protection to the city against personal injury claims arising from vending activities. Pismo Beach's ordinance relies on the insurance requirement for this protection without a separate waiver.
6/23/26 | Item G1 | Staff Report
Solvang's ordinance also includes an express provision protecting vendors personally identifiable information from disclosure.
Regardless of the options selected above, any SB 946-compliant ordinance should include all of the following:
• A permitting process that accepts state- or locally-issued identification in lieu of a Social Security Number, where the vendor provides the name and current mailing address of the sidewalk vendor, a description of the merchandise offered for sale or exchange, a certification by the vendor that to their knowledge and belief, the information contained on the form is true, and if the sidewalk vendor is an agent of an individual, company, partnership, or corporation, the name and business address of the principal. • Requirements necessary to ensure compliance with Americans with Disabilities Act and other disability access standards;
• Requiring the sidewalk vendor to possess a valid California Department of Tax and Fee Administration seller’s permit and City business license; • Violations punishable only by administrative fines, not as infractions or misdemeanors; • An appeal process for permit denials and revocations; • Prohibition within the immediate vicinity of a permitted certified farmers' market or swap meet during operating hours, or within the immediate vicinity of an area designated for temporary special events under permit from the City;
• Food vendor health permit requirements consistent with applicable County of San Luis Obispo health authority standards, unless the vendor has 25 square feet or less of display area and sells only prepackaged, non-potentially hazardous food or whole uncooked produce;
• Trash and cleanup responsibilities;
• Prohibition on leaving carts unattended;
• Safety buffers from intersections, fire hydrants, driveways, transit stops, and signalized intersections;
• Permitted operating hours;
• Prohibition on stationary vending in residential zones; and • Full SB 635 compliance: no collection of criminal history, background checks, fingerprints, or immigration status; PII protection from disclosure.
ENVIRONMENTAL REVIEW
Adoption of a sidewalk vending regulatory ordinance is categorically exempt from environmental review under the California Environmental Quality Act (CEQA) as an organizational or administrative activity of government that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b)(5).)
6/23/26 | Item G1 | Staff Report
NEXT STEPS
Upon receiving direction from Council on options for regulating sidewalk vending within the City, staff will return to Council with a draft ordinance incorporating Council’s preferred direction.
ALTERNATIVES:
1. Request more information from staff regarding similar sidewalk vending ordinances in other cities
2. Decline to proceed with sidewalk vending regulatory ordinance, leaving current regulations in place. This option is not recommended, as the current zoning provisions regulating sidewalk vending should be updated to conform to SB 946/635.
FISCAL IMPACT:
The fiscal impact for drafting the final ordinance is expected to be within the current budget for legal services. Administrative costs for regulating the sidewalk vending program should be limited by the number of permits obtained, and enforcement costs will depend on any non-permitted sidewalk vendors.
REVIEWED BY OTHERS:
This item has been reviewed by the Administrative Services Director, Community Development Director, and the Chief of Police.
REVIEWED AND APPROVED FOR COUNCIL AGENDA
__________
Lara K. Henderson, Assistant City Manager
ATTACHMENT(S):
1. City of Solvang sidewalk vendor ordinance
2. City of Pismo Beach sidewalk vendor ordinance
1. 2.
3. 4.
5. 6.
A.
City of Solvang, CA
Monday, June 15, 2026
Title 4. Business Regulations
Chapter 4. SIDEWALK VENDING
§ 4-4-1. Purpose and findings.
The purpose of this chapter is to establish a sidewalk vendor permitting and regulatory program to protect the public health, safety and welfare of the people of Solvang.
The city council hereby finds that, to promote the health, safety and welfare, restrictions on sidewalk vending are necessary in part to.
Provide reasonable access for sidewalk vending activities in portions of the city while preserving the use and maintenance of parks, sidewalks, pathways, poles, posts, traffic signs or signals, hydrants, restrooms, trash receptacles, firefighting apparatus, mailboxes, public benches and/or planters, as well as access to locations used for public transportation services.
Ensure no interference with pedestrian or vehicular traffic including ingress into, or egress from, any residence, public building, or place of business, or from the street to the sidewalk, by persons exiting or entering parked or standing vehicles.
Ensure no interference with barriers designed to stop vehicles and prevent injury to people.
Ensure no interference with the performance of public safety officers including police, firefighters, lifeguards, and emergency medical services personnel.
Reduce exposure to the city for personal injury or property damage claims and litigation.
Ensure the safe sale of food and merchandise in the public right-ofway, by providing the public a simple way to ensure sidewalk vendors 6/23/26 | Item G1 | Attachment 1
7. 8.
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prepare food safely and according to the county of Santa Barbara public health department requirements.
Prevent unsanitary conditions and ensure trash and debris in the areas vending is taking place are removed by sidewalk vendors.
Ensure that visibility, sight lines, and accessibility for vehicular and pedestrian traffic on sidewalks and other rights of way are protected while accommodating sidewalk vendor equipment.
Ensure that proper social distancing can be maintained as much as possible on sidewalks and other pedestrian paths in accordance with the county of Santa Barbara public health department guidelines.
Mitigate the impacts of sidewalk vending activity and protect the unique characteristics of the city by maximizing public access to parks and other recreational spaces in the city.
The city council hereby finds that the unique characteristics of the city require certain restrictions on sidewalk vending activities as follows.
The city council finds that congestion is extreme in the central business district, on public streets, public sidewalks and parkways and that the existence in the city of sidewalk vendors seek to and do draw patrons to their food and merchandise. This can create serious safety problems by impacting the ability of pedestrians to move safety on sidewalks and through crosswalks and impeding the response time of safety personnel, particularly in the central business district, in city parks and in residential areas. Sidewalk vendors can also impact access to and egress from businesses. This chapter imposes reasonable time, place, and matter restrictions on sidewalk vendors to the extent necessary to ensure the safety of sidewalk vendors, their patrons, the general public and to prevent unreasonable interference with residents' enjoyment of peace and quiet in the city.
City parks provide passive and active recreational opportunities, and restrictions on sidewalk vending activity are necessary to safeguard access to and to protect the natural resources, recreational and sport opportunities and scenic and natural character of these parks.
The city council finds that many of the sidewalk areas of the city are narrow and that unregulated and uncontrolled sidewalk vending affects the health, safety and welfare of the city by unreasonably interfering with the flow of pedestrians and disrupting access for persons with disabilities.
(Ord. 09-281, 2009; Ord. 21-0348 § 2)
6/23/26 | Item G1 | Attachment 1
§ 4-4-2. Definitions.
Unless the context otherwise requires, the following definitions apply in this chapter.
Central Business District. Central business district shall be as defined in section 8-3-1.
Fixed Place of Business. A fixed business place, location, building, room, stand or enclosure separate and distinct from any other business, in which goods, wares, merchandise, fruit or vegetables are kept, displayed or offered for sale to the public, regularly kept open with an agent in exclusive attendance for at least six hours per day, for at least five days per week.
Person. Any person, firm, corporation, association, club, society, or other organization.
Personally Identifiable Information. An individual's name, business name, home address, business address, birthdate, telephone number, business location, California driver's license or identification number, individual taxpayer identification number, municipal identification number, government-issued identification number, consular identification, social media identifiers, employer identification number, business license number, seller's permit number, social security number, vending registration certificate or license number, known place of work, income and tax information, and any other information that would identify the individual.
Roaming Sidewalk Vendor. A sidewalk vendor who moves from place to place and stops only to complete a transaction.
Selling or Sales. Wherever these terms are used herein, "buying" and "purchasing" shall be deemed included.
Sidewalk Vending Activity. The sale of food, good, wares or merchandise, or solicitation of orders for the sale of goods, wares or merchandise to be delivered at some future time or date, upon a public sidewalk or other public pedestrian path or on a public street, including any adjacent parking spaces, from a pushcart, stand, display, pedal-driven cart, wagon, showcase, rack, or other non-motorized conveyance, from one's person, or from a motor vehicle as defined in the California Vehicle Code. Notwithstanding the foregoing, sidewalk vending activity includes going upon the premises of any private residence in the city, not having been requested or invited by the owner or occupant thereof, for the purpose of taking offering for sale or for soliciting orders for future delivery of goods, wares, merchandise, or personal property of any nature, or for services to be performed in the future. Sidewalk vending activity does not include sales or solicitations of food, goods, wares or merchandise from a merchant (including any employees thereof) having a 6/23/26 | Item G1 | Attachment 1
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fixed place of business within the city after a prior approval, either oral or written, from the vendee.
Sidewalk Vendor. A person who engages in sidewalk vending activity. A sidewalk vendor does not include a merchant (including any employees thereof) having a fixed place of business within the city engaging in sales or solicitations of food, goods, wares or merchandise after a prior approval, either oral or written, from the vendee.
Stationary Sidewalk Vendor. A sidewalk vendor who engages in sidewalk vending activity from a fixed location.
(Ord. 09-281, 2009; Ord. 21-0348 § 2; Ord. 26-0394, 4/27/2026) § 4-4-3. Sidewalk vendor permit required.
No person, either for themselves or any other person, shall engage in any sidewalk vending activities within the City without first applying for and receiving a sidewalk vendor permit from the City Manager or the City Manager's designee. Hereinafter in this chapter, references to the City Manager shall include the City Manager's designee.
Each person who desires to engage in any sidewalk vending activity in the City shall file with the City Manager a sworn permit application on a form furnished by the City. The applicant shall provide the following information.
Name and description.
Permanent home address and local address.
An address where the applicant consents to receive service of process. Acceptable addresses for this purpose shall include a post office box or private mailbox that complies with Business and Professions Code Section 17538.5.
If employed, the name and address of the employer, together with credentials establishing that relationship.
A brief description of the nature of the business and the goods to be sold.
The length of time for which the permit is sought, which shall not exceed 12 months.
Two photographs of applicant.
Motor vehicle license plate number, vehicle identification number (VIN), driver's license number and insurance carrier of any vehicle, if 6/23/26 | Item G1 | Attachment 1
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any, that will be used in any sidewalk vending activities.
If selling food items, proof of all permits and approvals required by the Santa Barbara County Public Health Department.
A valid identification card issued by the Santa Barbara County Tax Collector or Santa Barbara County Sheriff's Department. If the applicant does not hold a valid identification card issued by Santa Barbara County Tax Collector or Santa Barbara County Sheriff's Department, the City Manager shall furnish the applicant with the necessary information to obtain such an identification card.
A California Department of Tax and Fee Administration seller's permit.
A valid business license issued pursuant to Chapter 4-9 of this code.
Proof of insurance with policy limits not less than $1,000,000 per occurrence and $2,000,000 aggregate, where the City has been named as an additional insured on the applicant's insurance policy.
A signed waiver of release and indemnification on a form acceptable to the City consistent with the requirements of subsection C of this section.
Indemnification and Waiver. As a condition of issuance of a permit pursuant to this chapter, the applicant shall:
Agree to waive and release the City and its officers, agents, employees, contractors and volunteers from and against any and all claims, costs, liabilities, expenses, or judgments including attorneys' fees and court costs arising out of any sidewalk vending activities or any illness or injury resulting therefrom;
Agree to indemnify and hold harmless the City, its officers, agents, employees, contractors, and volunteers from and against any and all claims, costs, liabilities, expenses, or judgments including attorneys' fees and court costs arising out of any sidewalk vending activities or any illness or injury resulting therefrom, whether caused by negligence or otherwise, except for illness and injury resulting directly and solely from the gross negligence or willful misconduct on the part of the City, its officers, agents, employees, contractors and volunteers; and
Acknowledge that the use of any sidewalk is at the applicant's own risk and the City will not take any steps to ensure any sidewalk is safe or conducive to the sidewalk vending activities.
Fee. The City shall charge a nonrefundable application fee for the 6/23/26 | Item G1 | Attachment 1
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processing of an application pursuant to this chapter in such amount as established by resolution of the City Council.
Nontransferable. A sidewalk vendor permit is nontransferable and any change in ownership or operation of the business of a sidewalk vendor requires a new permit.
Term.
A sidewalk vendor permit shall be valid for the time period specified in the application or for 12 months from the date of issuance, whichever is shorter. A sidewalk vendor permit shall expire and become null and void after expiration of the period specified in the application, or on the anniversary of its issuance, whichever is shorter. Notwithstanding the foregoing, no sidewalk vendor permit shall be valid after the expiration date appearing on the Santa Barbara County identification card provided in the application for such sidewalk vendor permit.
Provided such renewal is consistent with Sections 4-4-6 and 4-4-7 of this code, a permit holder may renew the permit by filing an application for renewal and meeting all of the requirements as prescribed in this section. Such application shall be submitted prior to expiration of the current sidewalk vendor permit.
Disclosure.
The City shall not disclose or provide in writing, verbally, or in any other manner, personally identifiable information of any sidewalk vendor obtained pursuant to this chapter that is requested, except pursuant to a subpoena or a valid judicial warrant.
Any personally identifiable information collected by the City pursuant to this chapter shall be exempt from disclosure under the California Public Records Act (Division 10 (commencing with Section 7920.000) of Title of the Government Code).
(Ord. 09-281, 2009; Ord. 21-0348 § 2; Ord. 26-0394, 4/27/2026) § 4-4-4. Exemptions from permit requirement.
The following persons are exempt from the permit provisions of this chapter; provided, that a completed proof of exemption form is filed with the city manager for a person who:
Solicits orders for products sold on an established route such as a bakery, newspaper or dairy products route;
6/23/26 | Item G1 | Attachment 1
B.
C.
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Solicits orders from retail dealers on behalf of a wholesaler, jobber or manufacturer;
Solicits for a bona fide political or religious purpose; Is a resident of the city under 18 years of age.
(Ord. 09-281, 2009; Ord. 21-0348 § 2)
§ 4-4-5. Issuance of permit.
The city manager may issue the sidewalk vendor permit if the city manager finds based on all of the relevant information that.
The conduct of the sidewalk vendor will not unduly interfere with traffic or pedestrian movement, or interfere with or endanger the public health, safety or general welfare.
The conduct of the sidewalk vendor will not unduly interfere with normal governmental or city operations, threaten to result in damage or detriment to public property, or result in the city incurring costs or expenditures in either money or personnel not reimbursed in advance by the sidewalk vendor.
The conduct of such sidewalk vending activity will not constitute a fire hazard.
The sidewalk vendor has paid all previous administrative fines and completed any other alternative disposition associated in any way with a previous violation of this chapter.
The sidewalk vendor has not had a permit revoked within the past 12 months.
The sidewalk vendor application contains all required information and the sidewalk vendor has not made a materially false, misleading or fraudulent statement of fact to the city in the application process.
The sidewalk vendor has obtained a business license pursuant to title 4, chapter 9 of this code.
The sidewalk vendor has obtained a valid California Department of Tax and Fee Administration seller's permit.
The sidewalk vendor has provided adequate insurance as determined by the city Attorney to protect the city from liability associated with sidewalk vending activities, with policy limits not less than one million dollars ($1,000,000.00) per occurrence and two million dollars 6/23/26 | Item G1 | Attachment 1
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($2,000,000.00) aggregate, where the city has been named as an additional insured on the sidewalk vendor's insurance policy.
To prevent an undue concentration of commercial activity that unreasonably interferes with the scenic and natural character of the city's parks, the city manager shall authorize no more than five concurrent sidewalk vendor permits for stationary sidewalk vendors in the city's parks.
This restriction shall not apply roaming sidewalk vendors.
To ensure the public's use and enjoyment of the city's public spaces and to prevent an undue concentration of activities in public sidewalks or other public pedestrian paths, and to ensure adequate social distancing during such times as public health orders are in effect recommending such social distancing, no sidewalk vendor permit shall be issued for sidewalk vending activities in the central business district.
To ensure the availability of sufficient sidewalk vendor permits for small businesses for whom sidewalk vending is a primary occupation, any person or entity that maintains a fixed place of business within the city shall be ineligible to apply for a sidewalk vendor permit under this chapter. (Ord. 09-281, 2009; Ord. 21-0348 § 2)
§ 4-4-6. Denial of sidewalk vendor permit—
Appeal of denial.
Denial. If the city manager finds that the requirements set forth in section 4-4-5, as applicable, have not been met, the city manager shall deny the application for the sidewalk vendor permit. The decision is final 10 days from the date the notice of denial is served in conformance with this section.
Notice of Denial. The city manager shall provide written notice of such denial within 15 days after the application is filed, specifying the ground or grounds of such denial. Notice of denial of the application for the sidewalk vendor permit shall be deemed to have been served upon the date it is personally served on the applicant or when deposited in the United States mail with postage prepaid and addressed to the applicant at the applicant's residence as set forth in the application for the sidewalk vendor permit.
No person whose permit is finally denied shall be eligible to apply for a new sidewalk vendor permit for a period of one year following such final denial.
Appeal. A person aggrieved by the decision of the city manager may 6/23/26 | Item G1 | Attachment 1
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D.
A.
appeal the decision pursuant to the provisions of title 1, chapter 6 of this code.
(Ord. 21-0348 § 2)
§ 4-4-7. Revocation of permit—Appeal of
revocation.
The City Manager may revoke a sidewalk vendor permit for good cause, including, but not necessarily limited to, any of the following reasons.
Falsification of any information supplied by the sidewalk vendor upon which issuance of the sidewalk vendor permit was based; Fraud, misrepresentation or false statement made in the course of engaging in sidewalk vending activities;
Failure of the permittee, or any employees or subcontractors of the permittee, to comply with the regulations set forth in this chapter.
The revocation takes effect three days after the city manager mails notice of revocation to the applicant or upon personal delivery, whichever first occurs.
No sidewalk vendor whose permit is revoked shall be eligible to apply for a new permit for a period of one year following such revocation.
Appeal. A person aggrieved by the decision of the City Manager in revoking a registration permit may appeal the decision pursuant to the provisions of Chapter 1-6 of this code. During the pendency of the appeal, the permit is suspended and the sidewalk vendor shall not conduct any sidewalk vending activities in the City.
(Ord. 21-0348 § 2; Ord. 26-0394, 4/27/2026)
§ 4-4-8. Operating conditions.
Every sidewalk vendor is subject to the following operating conditions when conducting sidewalk vending activities.
All food, good, wares and merchandise shall be stored either inside or affixed to the sidewalk vendor's motor vehicle, pushcart, stand, display, pedal-driven cart, wagon, showcase, rack, or other non-motorized conveyance, or carried by the sidewalk vendor. Food, goods, wares and merchandise shall not be stored, placed, or kept on any public property. If affixed to the motor vehicle, pushcart, stand, display, pedal-driven cart, 6/23/26 | Item G1 | Attachment 1
B.
C.
D.
E.
F.
G.
H.
I.
J.
K.
wagon, showcase, rack, or other non-motorized conveyance, the overall space taken up by the cart shall not exceed the size requirements provided in this section.
Sidewalk vendors may only sell food and/or merchandise. Sidewalk vendors shall not sell or provide services.
Each sidewalk vendor shall conspicuously display the identification card issued by the Santa Barbara County tax collector and the business license, if any, required by this code, at all times while engaged in sidewalk vending activities.
Each sidewalk vendor shall carry and display in a conspicuous place the sidewalk vendor permit issued pursuant to this chapter at all times while engaged in sidewalk vending activities.
All signage and advertising related in any way to the sidewalk vendor shall comply with the city's sign laws.
For purposes of verification of compliance with this chapter, all sidewalk vendors shall allow a police officer, firefighter, code enforcement officer, health inspector, or other government official charged with enforcing laws related to sidewalk vending activities, at any time to inspect the sidewalk vendor's pushcart, stand, display, pedal-driven cart, wagon, showcase, rack, or other non-motorized conveyance, the sidewalk vendor's person, or motor vehicle (as defined in the California Vehicle Code).
Any a pushcart, stand, display, pedal-driven cart, wagon, showcase, rack, or other nonmotorized conveyance used for sidewalk vending activities on a public sidewalk or other pedestrian path shall not exceed a total height of four feet, a total width of four feet, and a total length of four feet.
No cart shall contain or use propane, natural gas, gasoline or other explosive or hazardous materials. No cart shall use electrical power furnished by a generator using any of these substances.
Sidewalk vendors selling food shall have in their possession at all times they are conducting sidewalk vending activities, all applicable food vending licenses and permits issued by the county of Santa Barbara or other regulatory agency.
All sidewalk vendors shall provide a trash receptacle readily accessible to persons making purchases from such sidewalk vendor and shall deposit or cause to be deposited therein, all liter and garbage in the immediate vicinity of the place of sale resulting from any sidewalk vending activities.
Sidewalk vendors shall not leave any location without first picking up, 6/23/26 | Item G1 | Attachment 1
L.
M.
N.
1. 2.
3. 4.
5. 6.
A.
removing, and disposing of all trash or refuse from their operation.
Sidewalk vendors shall immediately clean up any food, grease or other fluid or item related to sidewalk vending activities that falls on public property.
Sidewalk vendors shall ensure that all required insurance is in effect prior to conducting any sidewalk vending activities and maintained for the duration of the permit.
Sidewalk vendors shall not leave their pushcart, stand, display, pedaldriven cart, wagon, showcase, rack, or other non-motorized conveyance or motor vehicle (as defined in the California Vehicle Code) unattended.
Any pushcart, stand, display, pedal-driven cart, wagon, showcase, rack, or other nonmotorized conveyance or motor vehicle used by a sidewalk vendor shall not touch, lean against or be affixed at any time to any building or structure including, but not limited to, lampposts, parking meters, mailboxes, traffic signals, fire hydrants, benches, bus shelters, newsstands, trashcans or traffic barriers.
(Ord. 21-0348 § 2)
§ 4-4-9. Prohibited activities and locations.
Sidewalk vendors shall not engage in any of the following activities.
Renting merchandise to customers.
Displaying merchandise or food not available for immediate sale.
Selling of alcohol, cannabis, adult oriented material, weapons, tobacco products, products that contain nicotine or any product used to smoke/vape nicotine or cannabis.
Using an open flame on or within any cart.
Using an electrical outlet or power source that is owned by the city, or by any other person or entity without the permission of such person or entity.
Conducting sidewalk vending activities anywhere in the city between the hours of eight (8:00) p.m. on one day and seven (7:00) a.m. the next day, unless businesses in nonresidential zones on the same street are permitted to remain open during those hours, in which case sidewalk vending activities shall be conducted no later than the closing hour for such business, nor earlier than the opening hour for such business.
6/23/26 | Item G1 | Attachment 1
7. 8.
1. a.
b.
c.
d.
2. 3.
4. 5.
6. 7.
8. 9.
B.
Providing or selling any service to any person.
Conducting sidewalk vending activities on private property without first obtaining written permission from the property owner or person having control of said property. Any such written permission must be in the possession of the sidewalk vendor at all times while engaging in sidewalk vending activities on private property.
Sidewalk vendors shall not engage in sidewalk vending activities in any of the following locations.
On any street or any city property that does not meet the definition of a sidewalk under California Vehicle Code section 555 or is not a pedestrian path.
Due to the narrow width of sidewalks and pedestrian paths, to ensure adequate social distancing during such times as public health orders are in effect recommending such social distancing, and to ensure compliance with the Federal Americans with Disabilities Act of 1990 and other disability access standards, on sidewalks bordering the following streets or sidewalks or pedestrian paths bordering or crossing the following parks:
The central business district.
Solvang Park.
Copenhagen Drive.
Mission Drive.
For stationary sidewalk vendors, in any residential zone in the city.
Within a 500 foot radius of a permitted certified farmers' market during the limited operating hours of that certified farmers' market.
Within a 500 foot radius of an area designated for a temporary permit issued by the city pursuant to section 8-3-5(B) during the limited duration of the temporary permit.
Within fifty feet (50) of any street intersection.
Within 15 feet of any fire hydrant, or other emergency response equipment or facility.
Within 25 feet of any driveway or driveway apron.
Within 50 feet of a transit stop.
6/23/26 | Item G1 | Attachment 1
10. 11.
a.
b.
12. 13.
14. 15.
16. 17.
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B.
Upon or within any street, roadway, median strip, or dividing section.
Upon an outdoor area that is unpaved or unimproved (i.e., is not made from concrete, asphalt, or similar material).
Within 250 feet of any property on which a school building or facility is located during the following times:
An hour before school is in session; and
An hour before and an hour after school dismissal.
Within 250 feet of any public picnic area, playground area, or playground equipment.
Within 100 feet of any signalized intersections or in any manner that blocks traffic signal equipment and cabinets.
In any place where such sidewalk vending activities will create a traffic hazard or other safety hazard.
In any area for which the city has entered into an exclusive agreement for vending of food, goods, wares or merchandise.
In any area where the owner, occupant, or person legally in charge of the premises has posted, at the entry to the premises, or at the entry to the principal building on said premises, a non-illuminated flat sign of not more than one square foot bearing the words "No Solicitors," or words of similar import.
(Ord. 09-281, 2009; Ord. 21-0348 § 2)
§ 4-4-10. Penalty for violation—Citation appeals.
Penalty for Violation. Violations of this chapter shall not be prosecuted as infractions or misdemeanors under title 1, chapter 3 and shall only be subject to administrative citations pursuant to title 6, chapter 5, article A.
Citation Appeals. Administrative citations for violations of this chapter may be appealed pursuant to Title 6, Chapter 5, Article A.
(Ord. 09-281, 2009; Ord. 21-0348 § 2)
6/23/26 | Item G1 | Attachment 1
Chapter 12.22 SIDEWALK VENDING
12.22.010 Purpose.
The purpose of this chapter is to establish a sidewalk vendor permitting and regulatory program. The provisions of this chapter allow the city to encourage small business activities by removing total prohibitions on sidewalk vending and providing regulation and enforcement of unpermitted sidewalk vending activities to protect the public health, safety, and welfare.
A. The City Council hereby finds that, to promote the health, safety, and welfare, restrictions on sidewalk vending are necessary in part to:
1. Provide reasonable access for sidewalk vending activities in portions of the city while preserving the use and maintenance of parks, sidewalks, pathways, poles, posts, traffic signs or signals, hydrants, restrooms, trash receptacles, firefighting apparatus, mailboxes, public benches and/or planters, as well as access to locations used for public transportation services.
2. Ensure no interference with pedestrian or vehicular traffic including ingress into, or egress from, any residence, public building, or place of business, or from the street to the sidewalk, by persons exiting or entering parked or standing vehicles.
3. Ensure no interference with barriers designed to stop vehicles and prevent injury to people.
4. Ensure no interference with the performance of public safety officers including police, firefighters, lifeguards, and emergency medical services personnel.
5. Reduce exposure to the city for personal injury or property damage claims and litigation.
6. Ensure the safe sale of food and merchandise in the public right-of-way, by providing the public a simple way to ensure sidewalk vendors prepare food safely and according to San Luis Obispo County Department of Public Health requirements.
7. Prevent unsanitary conditions and ensure trash and debris in the areas vending is taking place are removed by sidewalk vendors.
8. Ensure that visibility, sight lines, and accessibility for vehicular and pedestrian traffic on sidewalks and other rights-of-way are protected while accommodating sidewalk vendor equipment.
9. Mitigate the impacts of sidewalk vending activity and protect the unique characteristics of the city by maximizing public access to and along the coast.
B. The City Council hereby finds that the unique characteristics of the city require certain restrictions on sidewalk vending activities as follows:
1. The City Council finds that the existence in the city of sidewalk vendors seeks to and does draw patrons to their food and merchandise. This can create serious safety problems by impacting the ability of pedestrians to move safely on sidewalks and through crosswalks and impeding the response time of safety personnel, particularly in downtown Pismo Beach, at the 6/23/26 | Item G1 | Attachment 2
beach, in city parks, and in residential areas. Sidewalk vendors can also impact access to and egress from businesses. This chapter imposes reasonable time, place, and manner restrictions on sidewalk vendors to the extent necessary to ensure the safety of sidewalk vendors, their patrons, the general public and to prevent unreasonable interference with residents' enjoyment of peace and quiet in the city.
2. City parks provide passive and active recreational opportunities, and restrictions on sidewalk vending activity are necessary to safeguard coastal access, and to protect the natural resources, recreational and sport opportunities, and scenic and natural character of these parks.
3. The city seeks to preserve the peace and quiet of the residential zones of the city, by prohibiting commercial activities such as sidewalk vendors. Many of the sidewalks and pathways in the city are less than eight (8) feet wide, and sidewalk vending activity in these areas would unreasonably interfere with the flow of pedestrians and disrupt access for persons with disabilities.
(Ord. O-2020-005 § 2 (part), 2020)
12.22.020 Sidewalk vendor permit required.
A. No person, either for themselves or any other person, shall engage in any sidewalk vendor activities within the city without first applying for and receiving a sidewalk vendor permit from the Administrative Services Department.
B. A written application for a sidewalk vendor permit shall be filed with the Administrative Services Department on a form provided by the city. Such application shall be accompanied by a nonrefundable application fee in such amount as established by resolution of the City Council.
Until such time as the City Council amends its fee schedule to provide for this fee, the combined business license fee and sidewalk vendor permit shall be $100, in addition to the business license application fee and SB 1186 fee. A permit shall be valid for the business license year from October 1st through September 30th of each year, and shall expire and become null and void on the anniversary of its issuance. A person may apply for a permit renewal on a form provided by the city prior to the expiration of their active permit and corresponding business license. Sidewalk vendor permit(s) are non-transferable and any change in ownership or operation of a sidewalk vendor business requires a new permit.
C. The written application shall provide an address where the applicant consents to receive service of process. An acceptable address for this purpose shall include a post office box or private mailbox that complies with California Business & Professions Code Section 17538.5. (Ord. O-2020-005 § 2 (part), 2020)
12.22.030 Issuance of permit.
A. The Administrative Services Director may issue the sidewalk vendor permit if the Director finds based on all of the relevant information that:
1. The sidewalk vendor has provided adequate insurance as determined by the City Attorney to protect the city from liability associated with sidewalk vendor activities, with policy limits not less than $1 million per occurrence and $2 million aggregate, where the city has been named as an additional insured on the sidewalk vendor's insurance policy. 6/23/26 | Item G1 | Attachment 2
2. The conduct of the sidewalk vendor will not unduly interfere with traffic or pedestrian movement, or interfere with or endanger the public health, safety, or general welfare.
3. The conduct of the sidewalk vendor will not unduly interfere with normal governmental or city operations, threaten to result in damage or detriment to public property, or result in the city incurring costs or expenditures in either money or personnel not reimbursed in advance by the sidewalk vendor.
4. The conduct of such sidewalk vending activity will not constitute a fire hazard.
5. The sidewalk vendor has paid all previous administrative fines and completed any other alternative disposition associated in any way with a previous violation of this chapter.
6. The sidewalk vendor has not had a permit revoked within the past twelve (12) months.
7. The sidewalk vendor application contains all required information and the sidewalk vendor has not made a materially false, misleading, or fraudulent statement of fact to the city in the application process.
8. The sidewalk vendor has obtained a business license pursuant to Chapter 5.04.
9. The sidewalk vendor has obtained a valid California Department of Tax and Fee Administration seller's permit.
B. To prevent an undue concentration of commercial activity that unreasonably interferes with the scenic and natural character of the city's parks, the Administrative Services Director shall authorize no more than five (5) concurrent sidewalk vendor permits for stationary food sales in all (not each) city parks, or no more than five (5) concurrent sidewalk vendor permits for merchandise sales in all (not each) city parks.
C. Because the city has entered into exclusive agreements for vending of merchandise and food in city parks in the Pier Zone defined in Section 12.20.185(a)(4) of this Code, no sidewalk vending permit shall be issued for stationary sidewalk vending activities in city parks in the Pier Zone.
D. To ensure the public's use and enjoyment of natural resources, coastal access and recreational opportunities at the City Pier, to prevent an undue concentration of commercial activity that unreasonably interferes with the scenic and natural character of the City Pier and boardwalk, and to ensure adequate social distancing during such times as public health orders are in effect recommending such social distancing, no sidewalk vending permit shall be issued for sidewalk vending activities on the City Pier or boardwalk adjacent to the City Pier. (Ord. O-2020-005 § 2 (part), 2020)
12.22.040 Denial of sidewalk vendor permit.
A. If the Administrative Services Director finds that the requirements set forth in Section
12.22.030 as applicable have not been met, the Director shall deny the application for the sidewalk vendor permit. The Administrative Services Director shall provide written notice of such denial specifying the ground or grounds of such denial. Notice of denial of the application for the permit shall be deemed to have been served upon the date it is personally served on the sidewalk vendor, when deposited in the United States mail with postage prepaid and addressed 6/23/26 | Item G1 | Attachment 2
to the sidewalk vendor at the vendor's residence address as set forth in the application for the permit, or when notified by city email to the sidewalk vendor's email address provided to the city when the business license and permit were issued.
B. Any sidewalk vendor whose application for a sidewalk vendor permit has been denied by the Administrative Services Director may appeal such denial to the City Manager by filing a written notice of appeal with the Administrative Services Director within ten (10) days following the date of service of the decision and payment of the appeal fee prescribed by resolution of the City Council. The date of filing of said notice of appeal shall be the date the Administrative Services Director receives the notice and appeal fee.
C. To ensure the availability of sufficient sidewalk vendor permits for small businesses for whom sidewalk vending is a primary occupation, any person or entity that maintains a physical location for a business within the city shall be ineligible to apply for a sidewalk vendor permit under this chapter.
D. No person whose permit is finally denied shall be eligible to apply for a new sidewalk vendor permit for a period of one year following such final denial. (Ord. O-2020-005 § 2 (part), 2020)
12.22.050 Revocation of permit.
Any sidewalk vendor permit may be revoked by the Administrative Services Director for good cause shown including but not necessarily limited to any of the following reasons:
A. Falsification of any information supplied by the sidewalk vendor upon which issuance of the permit was based.
B. Failure of the permittee, or any employees or subcontractors of the permittee, to comply with the regulations set forth in this chapter.
C. No sidewalk vendor whose permit is revoked shall be eligible to apply for a new permit for a period of one year following such revocation.
(Ord. O-2020-005 § 2 (part), 2020)
12.22.060 Appeal process for revocation of a permit.
Upon receipt of a timely appeal, the City Manager or their designated representative shall hear such appeal within twenty (20) days following the date of such appeal and shall give the sidewalk vendor not less than five (5) days' advance notice of the date of such hearing. The decision of the City Manager shall be based upon the criteria applicable to the issuance or revocation of such permit. The sidewalk vendor shall be notified of the decision of the City Manager by mailed, written notice. The decision of the City Manager shall be final. No revocation of a permit pursuant to this section shall be deemed effective during the pendency of a timely filed appeal until the date of mailing of the City Manager's decision; provided, however, no permit holder shall operate during any period of time in which the insurance coverage required by this chapter is not in full force and effect. (Ord. O-2020-005 § 2 (part), 2020)
6/23/26 | Item G1 | Attachment 2
12.22.070 Operating conditions.
Every sidewalk vendor is subject to the following operating conditions when conducting sidewalk vending activities:
A. All food and merchandise shall be stored either inside or affixed to the sidewalk vendor's cart or carried by the sidewalk vendor. Food and merchandise shall not be stored, placed, or kept on any public property. If affixed to the cart, the overall space taken up by the cart shall not exceed the size requirements provided in this section.
B. Sidewalk vendors may only sell food and/or merchandise. Sidewalk vendors shall not sell or provide services.
C. The business license and sidewalk vendor permit shall be displayed conspicuously at all times on the cart or on the person of the sidewalk vendor. If multiple sidewalk vendors are staffing a cart, each person shall obtain and wear their vendor permit on their person in a conspicuous manner.
D. All signage and advertising related in any way to the sidewalk vendor shall comply with the city's sign laws. Sidewalk vendors shall not use any electrical, flashing, wind-powered, or animated sign.
E. All sidewalk vendors shall allow a police officer, firefighter, lifeguard, code enforcement officer, health inspector, or other government official charged with enforcing laws related to sidewalk vendor activities, at any time, to inspect their carts for compliance with this chapter.
F. Carts and any attachments thereto shall not exceed a total height of four (4) feet, a total width of four (4) feet, and a total length of four (4) feet.
G. No cart shall contain or use propane, natural gas, gasoline, or other explosive or hazardous materials. No cart shall use electrical power furnished by a generator using any of these substances.
H. Sidewalk vendors selling food shall have in their possession at all times they are conducting sidewalk vending activities, all applicable food vending licenses and permits issued by the County of San Luis Obispo or other regulatory agency.
I. Sidewalk vendors that sell food shall maintain a trash container in or on their cart and shall not empty their trash into public trashcans. The size of the sidewalk vendor's trash container shall count as part of the size limit of a cart.
J. Sidewalk vendors shall not leave any location without first picking up, removing, and disposing of all trash or refuse from their operation. Sidewalk vendors shall immediately clean up any food, grease, or other fluid or item related to sidewalk vending activities that falls on public property.
K. Sidewalk vendors shall ensure that all required insurance is in effect prior to conducting any sidewalk vendor activities and maintained for the duration of the permit.
L. Sidewalk vendors shall not leave their cart unattended.
M. Cart(s) shall not touch, lean against, or be affixed at any time to any building or structure including, but not limited to lampposts, parking meters, mailboxes, traffic signals, fire hydrants, 6/23/26 | Item G1 | Attachment 2
benches, bus shelters, newsstands, trashcans or traffic barriers. (Ord. O-2020-005 § 2 (part), 2020)
12.22.080 Prohibited activities and locations.
A. Sidewalk vendors shall not engage in any of the following activities:
1. Renting merchandise to customers.
2. Displaying merchandise or food not available for immediate sale.
3. Selling of alcohol, cannabis, adult-oriented material, weapons, tobacco products, products that contain nicotine, or any product used to smoke/vape nicotine or cannabis.
4. Using an open flame on or within any cart.
5. Using an electrical outlet or power source that is owned by the city, or by any other person or entity without the permission of such person or entity.
6. Conducting sidewalk vending activities anywhere in the city between the hours of 8:00 p.m. on one day and 7:00 a.m. the next day, unless businesses in non-residential zones on the same street are permitted to remain open during those hours, in which case sidewalk vending activities shall be conducted no later than the closing hour for such business, nor earlier than the opening hour for such business.
7. Providing or selling any service to any person.
B. Sidewalk vendors shall not engage in sidewalk vending activities in any of the following locations.
1. On any city property that does not meet the definition of a sidewalk including, but not limited to, any multi-modal path, paved or unpaved park pathway, bicycle path, alley, beach, the City Pier, Pier Plaza, boardwalk adjacent to the City Pier, street, street end, or parking lot. As used in this chapter, "sidewalk" shall have the same meaning as the definition of "sidewalk" under California Vehicle Code Section 555.
2. Due to the narrow width of sidewalks, to ensure adequate social distancing during such times as public health orders are in effect recommending such social distancing, and to ensure compliance with the federal Americans with Disabilities Act of 1990 and other disability access standards, on sidewalks bordering the following streets:
a. Shell Beach Road from Cliff Avenue to Terrace Avenue. b. Pomeroy Street from Dolliver Street to the Pier Parking lot. c. Hinds Avenue from Dolliver Street to the Pier Parking lot. d. Main Street from Dolliver Street to the city beach.
e. Price Street from Bay Street to Ocean View Avenue.
f. Dolliver Street from Bay Street to Ocean View Avenue. 6/23/26 | Item G1 | Attachment 2
g. Cypress Street from Main Street to Ocean View Avenue.
3. For stationary sidewalk vendors, in any residential zone of the city.
4. Within a five hundred (500)-foot radius of a permitted certified farmers' market during the limited operating hours of that certified farmers' market.
5. Within a five hundred (500)-foot radius of an area designated for a temporary special permit issued by the city pursuant to Chapter 12.16 during the limited duration of the temporary special permit.
6. Within fifty (50) feet of any street intersection.
7. Within fifteen (15) feet of any fire hydrant, or other emergency response equipment or facility.
8. Within twenty-five (25) feet of any driveway or driveway apron.
9. Within fifty (50) feet of a transit stop.
10. Upon or within any roadway, median strip, or dividing section.
11. Upon an outdoor area that is unpaved or unimproved (i.e., is not made from concrete, asphalt, or similar material).
12. Within two hundred fifty (250) feet of any property on which a school building or facility is located during the following times:
a. An hour before school is in session; and
b. An hour before and an hour after school dismissal.
13. Within two hundred fifty (250) feet of any public picnic area, playground area, or playground equipment.
14. Within one hundred (100) feet of any signalized intersections or in any manner that blocks traffic signal equipment and cabinets.
(Ord. O-2020-005 § 2 (part), 2020)
12.22.090 Violation—Penalty.
A. Violations of this chapter shall not be prosecuted as infractions or misdemeanors and shall only be subject to administrative citation pursuant to Chapter 1.24. The amount of such fines shall be as set forth in Section 1.24.080.
B. Notwithstanding anything to the contrary in Section 1.24.080, if a sidewalk vendor violates any portion of this chapter and cannot present the citing officer with proof of a valid sidewalk vending permit, the sidewalk vendor shall be assessed administrative fines in the following amounts:
1. A fine not exceeding two hundred fifty dollars ($250.00) for a first violation.
2. A fine not exceeding five hundred dollars ($500.00) for a second violation within one year 6/23/26 | Item G1 | Attachment 2
of the first violation.
3. A fine not exceeding one thousand dollars ($1,000.00) for each additional violation within one year of the first violation.
Upon proof of the existence of a valid permit issued under this chapter, the fines set forth in this subsection shall be reduced to the fines set forth in Section 1.24.080. (Ord. O-2020-005 § 2 (part), 2020)
12.22.100 Citation appeals.
Administrative citations may be appealed pursuant to Chapter 1.24. If the hearing officer finds the person meets the financial criteria described in Government Code Section 68632(a) or (b), and the hearing officer upholds the citation, the hearing officer shall, as part of the notice of decision required under Section 1.24.120, impose an administrative fine equal to no greater than twenty percent (20%) of the administrative fine imposed pursuant to this chapter. The hearing officer may allow the person to complete community service in lieu of paying the total administrative fine, may waive the administrative fine, or may offer an alternative disposition. (Ord. O-2020-005 § 2 (part), 2020)
6/23/26 | Item G1 | Attachment 2