Atherton City Council
March 15, 2023

AGENDA PACKET
Town of Atherton
City Council
MARCH 15,2023
CLOSED SESSION AT 5:00 PM
REGULAR MEETING AT 6:00 PM.

This meeting is being held virtually and in­person
Council Chambers
80 Fair Oaks Lane
Atherton, CA 94027
The meeting will be held by tele or video conferencing. The public may participate via: Zoom Meeting.

Join Zoom Meeting:

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Weblink: https://zoom.us/j/506897786
Remote Public Comments:

Meeting participants are encouraged to submit
public comments in writing in advance of the
meeting. The following email will be monitored
during the meeting and public comments will be
documented for the record.

Email: [email protected]
This Agenda may not reflect the actual order of items.  The order of items is subject to change based on Council action.

VIRTUAL & TELECONFERENCE PARTICIPATION
COUNCILMEMBER RICK DEGOLIA
Location: Juniper Springs Resort
4000 Meridian Blvd. / P.O. Box 2129
Mammoth Lakes, CA USA 93546
5:00 P.M. CLOSED SESSION IN ADMIN CONFERENCE ROOM
ROLL CALL – Holland, DeGolia, Lewis, Vice Mayor Hawkins­Manuelian, Mayor Widmer PUBLIC COMMENTS – Limited to Closed Session
5:00 P.M. CLOSED SESSION
A. CONFERENCE WITH LABOR NEGOTIATORS, Unrepresented Employees (Gov.

Code section 54957.6.)
Agency designated representatives: George Rodericks, Anthony Suber, Mark Wilson Employee organization: Atherton Police Officers Association B. CONFERENCE WITH LEGAL COUNSEL – Existing Litigation, Pursuant to

ROLL CALL – Holland, DeGolia, Lewis, Vice Mayor Hawkins­Manuelian, Mayor Widmer PUBLIC COMMENTS – Limited to Closed Session
5:00 P.M. CLOSED SESSION
A. CONFERENCE WITH LABOR NEGOTIATORS, Unrepresented Employees (Gov.

Code section 54957.6.)
Agency designated representatives: George Rodericks, Anthony Suber, Mark Wilson Employee organization: Atherton Police Officers Association B.  CONFERENCE WITH LEGAL COUNSEL – Existing Litigation, Pursuant to Government Code § 54956.9
(Burkleo v. Town of Atherton, et al, Case No. 4:22­cv­02509­JST ) C.  CONFERENCE WITH LEGAL COUNSEL – Existing Litigation, Pursuant to Government Code § 54956.9 (Clark v.

Town of Atherton, et al, Case No. 22­CIV­01435)
D. PUBLIC EMPLOYEE PERFORMANCE EVALUATION ­ Pursuant to Government Code Section 54957
Title: City Attorney
E.  PUBLIC EMPLOYEE PERFORMANCE EVALUATION ­ Pursuant to Government Code Section 54957
Title: City Manager
6:00 P.M. REGULAR MEETING
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL – Holland, DeGolia, Lewis, Vice Mayor Hawkins­Manuelian, Mayor Widmer, PUBLIC COMMENTS – Public Comments can be teleconferenced or emailed directly to Francesca Reyes at [email protected]
(This portion of the meeting is reserved for persons wishing to address the Council on any matter not on the Agenda that is within the subject matter jurisdiction of the City Council. State law prohibits the Council from acting on items not listed on the Agenda except by special action of the City Council under specified circumstances. Speakers’ time is limited to three minutes.) REPORT OUT OF CLOSED SESSION ­ City Attorney Ebrahimi

PRESENTATIONS
NATIONAL PUBLIC SAFETY TELECOMMUNICATIONS WEEK
SAN MATEO COUNTY AGE­FRIENDLY COMMITTEE PRESENTATION
DEPARTMENTAL WRITTEN REPORTS
Discussion: The Departmental Report includes written reports from the Town’s various Departments.

Staff is present to answer any questions the Council may have on the various topics noted in the written

REPORT OUT OF CLOSED SESSION ­ City Attorney Ebrahimi

PRESENTATIONS
NATIONAL PUBLIC SAFETY TELECOMMUNICATIONS WEEK
SAN MATEO COUNTY AGE­FRIENDLY COMMITTEE PRESENTATION
DEPARTMENTAL WRITTEN REPORTS
Discussion: The Departmental Report includes written reports from the Town’s various Departments.

Staff is present to answer any questions the Council may have on the various topics noted in the written Reports. The Council may ask questions and discuss any of the various items.

Link to Monthly Reports for March 2023
CONSENT AGENDA (Items 1 – 6)

1. APPROVAL OF MINUTES
Report: ANTHONY SUBER, CITY CLERK
Recommendation: Approve the minutes for February 15 and March 1, 2023.

Description: This is a routine item for Council to approve the meeting minutes from February 15 and March 1, 2023

2. APPROVAL OF BILLS AND CLAIMS FOR FEBRUARY 2023 IN THE AMOUNT OF $1,487,835
Report: ROBERT BARRON III, FINANCE DIRECTOR
Recommendation: Approve the bills and claims for February 2023 in the amount of $ 1,487,835.

Description: This is a routine item to review the bills and claims from February 2023

3. ANNUAL REPORT REGARDING USE OF MILITARY EQUIPMENT PURSUANT TO AB 481
Report: STEVEN D. MCCULLEY, POLICE CHIEF
Recommendation: It is recommended that the City Council accept the AB 481 Annual Report, take public comment, and direct staff to post the report pursuant to Government Code 7072.

Description: AB 481 has designated certain types of law enforcement equipment as "military equipment." As noted in a prior Annual Military Equipment Report, the Police Department has equipment that meets the criteria. Staff requests the City Council accept the AB 481 Annual Report.

4. APPROVAL OF A GRANT FUNDING AGREEMENT WITH THE COUNTY OF SANTA CLARA FOR THE HOLBROOK­PALMER PARK ACCESS AND
CIRCULATION PROJECT; AUTHORIZATION FOR THE CITY ATTORNEY TO FINALIZE THE AGREEMENT AND THE CITY MANAGER TO EXECUTE THE

AGREEMENT
Report: ROBERT OVADIA, PUBLIC WORKS DIRECTOR
Recommendation: It is recommended that the Council authorize the City Attorney to finalize a grant funding agreement with the County of Santa Clara for Stanford Mitigation funds for the Holbrook­Palmer Park Access and Circulation Project; and authorize the City Manager to execute.

Description: This item involves approval of a Funding Agreement with Santa Clara County for the Circulation Project at Holbrook Palmer Park.

SANTA CLARA FOR THE HOLBROOK­PALMER PARK ACCESS AND
CIRCULATION PROJECT; AUTHORIZATION FOR THE CITY ATTORNEY TO FINALIZE THE AGREEMENT AND THE CITY MANAGER TO EXECUTE THE

AGREEMENT
Report: ROBERT OVADIA, PUBLIC WORKS DIRECTOR
Recommendation: It is recommended that the Council authorize the City Attorney to finalize a grant funding agreement with the County of Santa Clara for Stanford Mitigation funds for the Holbrook­Palmer Park Access and Circulation Project; and authorize the City Manager to execute.

Description: This item involves approval of a Funding Agreement with Santa Clara County for the Circulation Project at Holbrook Palmer Park.

5. 2022 GENERAL PLAN IMPLEMENTATION AND HOUSING ELEMENT ANNUAL PROGRESS REPORT
Report: SUNG KWON , TOWN PLANNER
Recommendation: It is recommended that the Council review and accept the Annual Progress Report (APR) and authorize its transmittal to the California Governor’s Office of Planning and Research (OPR) and the Californian Department of Housing and Community Development (HCD) pursuant to Section 65400 of the California Government Code.

Description: This item involves approval of the Annual Report to the Housing and Community Development Department on the Town’s performance in meeting the requirements of the 2015­2022 Regional Housing Needs Allocation.

6. AUTHORIZE THE CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT WITH CAPITAL ACCOUNTING PARTNERS, LLC REGARDING UPDATING THE TOWN’S COST ALLOCATION PLAN AND MASTER FEE

SCHEDULE
Report: ROBERT BARRON III, FINANCE DIRECTOR
Recommendation: It is recommended that the Council authorize the City Manager to execute a contract agreement with Capital Accounting Partners, LLC (CAP) for professional services regarding updating the Town’s Cost Allocation Plan and Master Fee Schedule for a fixed cost not to exceed $33,710.

Description: This item involves an award of contract to Cost Accounting Partners to complete a Cost Allocation Study for the Town.

PUBLIC HEARING (Items  – )
REGULAR AGENDA (Items 7 – 10)

7. APPOINTMENT TO THE PLANNING COMMISSION
Report: GEORGE RODERICKS, CITY MANAGER
Recommendation: It is recommended that the Council consider an appointment to the Planning Commission to fill the currently vacant, unexpired term ending in June 2025.

Description: This will be a Council discussion to consider an appointment to the Planning Commission to fulfill and unexpired term.

8. RELEASE OF SURVEY TO ASSESS INTEREST IN PICKLE BALL AT HOLBROOKPALMER PARK Report: SALLY BENTZ­DALTON, TOWN ARBORIST/PARKS MANAGER Recommendation: It is recommended that the Council authorize the release of a survey to Atherton residents and Holbrook­Palmer Park tennis court key holders to gauge interest in pickleball at Holbrook­Palmer Park.

Description: This item involves a discussion and direction by the Council regarding the

Recommendation: It is recommended that the Council consider an appointment to the Planning Commission to fill the currently vacant, unexpired term ending in June 2025.

Description: This will be a Council discussion to consider an appointment to the Planning Commission to fulfill and unexpired term.

8. RELEASE OF SURVEY TO ASSESS INTEREST IN PICKLE BALL AT HOLBROOKPALMER PARK Report: SALLY BENTZ­DALTON, TOWN ARBORIST/PARKS MANAGER Recommendation: It is recommended that the Council authorize the release of a survey to Atherton residents and Holbrook­Palmer Park tennis court key holders to gauge interest in pickleball at Holbrook­Palmer Park.

Description: This item involves a discussion and direction by the Council regarding the potential release of a survey regarding pickleball at Holbrook Palmer Park.

9. REVIEW THE REPORT FROM THE AD HOC SUBCOMMITTEE ON HOUSING AND PROVIDE DIRECTION REGARDING THE VARIOUS AREAS OF FUTURE

DISCUSSION
Report: GEORGE RODERICKS, CITY MANAGER
Recommendation: It is recommended that the Council review the Report from the Ad Hoc Subcommittee on Housing and provide direction regarding the various areas of future discussion.

Description: This item involves a review of the recommendations from the Ad Hoc Subcommittee on Housing and providing staff with recommendations on next steps.

10. REVIEW RECOMMENDATIONS AND PROVIDE DIRECTION REGARDING THE TOWN’S CENTENNIAL CELEBRATION
Report: GEORGE RODERICKS, CITY MANAGER
Recommendation: It is recommended that the Council review recommendations and provide direction regarding the Town’s Centennial Celebration.

Description: This item involves a discussio of the Town’s 100­Year Celebration Event and approval of the suggested budget for the event.

COUNCIL REPORTS/COMMENTS
PUBLIC COMMENTS
FUTURE AGENDA ITEMS (Items  – )

ADJOURN
PLEASE NOTE THE FOLLOWING INFORMATION:

If you challenge a Town zoning, planning, or any other decision in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this agenda, or in written correspondence delivered to the City Council at, or prior to, the public hearing.  Judicial review of any Town administrative decision may be had only if a petition is filed with the court not later than the 90th day following the date upon which the decision becomes final.  Judicial review of environmental determinations may be subject to a shorter time period.

Copies of all staff reports and documents subject to disclosure that relate to each item of business referred to on the agenda are available for public inspection by 5:00 p.m. the Friday before each regularly scheduled City Council meeting.

Pursuant to the Americans with Disabilities Act, if you need special assistance in this meeting, please contact the City Clerk’s Office at (650) 752­0500.  Notification of 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting.  (29 CRF 35104ADATitlII)

only those issues you or someone else raised at the public hearing described in this agenda, or in written correspondence delivered to the City Council at, or prior to, the public hearing.  Judicial review of any Town administrative decision may be had only if a petition is filed with the court not later than the 90th day following the date upon which the decision becomes final.  Judicial review of environmental determinations may be subject to a shorter time period.

Copies of all staff reports and documents subject to disclosure that relate to each item of business referred to on the agenda are available for public inspection by 5:00 p.m. the Friday before each regularly scheduled City Council meeting.

Pursuant to the Americans with Disabilities Act, if you need special assistance in this meeting, please contact the City Clerk’s Office at (650) 752­0500.  Notification of 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting.  (29 CRF

35.104 ADA Title II)
AB 2449 & AB 361:

AB 2449 reiterated standard Brown Act teleconference rules, re­codifies the rules set out in AB 361 for times of declared emergency, and also provides for relaxed teleconferencing rules when a member of the legislative body needs to attend remotely for an emergency, or other reasons supported by “just cause.”
Teleconference Rules Available Jan. 1, 2023
A legislative body may hold a “hybrid” (partial teleconference, partial in­person) meeting without having to comply with certain procedural requirements (post agendas at teleconference locations, identify teleconference locations in the agenda, make all teleconference locations open to the public) in the following limited circumstances:

One or more members of the legislative body (but less than a quorum) have “just cause” for not attending the meeting in person (childcare or family caregiving need, contagious illness, physical or mental disability need, or travel while on official public business); or One or more members of the legislative body (but less than a quorum) experience an “emergency circumstance” (a physical or family medical emergency that prevents in­person attendance).

The City Council will continue to have the option to meet via teleconference by following traditional Brown Act rules of identifying, posting, and opening up their teleconference locations.

Mayor Widmer | Councilmember Hawkins-Manuelian | Councilmember DeGolia | Councilmember Lewis | Councilmember Holland Town of Atherton
Proclamation
IN RECOGNITION OF ATHERTON’S PUBLIC SAFETY

COMMUNICATIONS PERSONNEL
WHEREAS, the City Council of the Town of Atherton, along with the entire community, would like to honor the contributions of all Communications personnel in the public safety arena for their continued efforts to preserve public safety through our 9-1-1, nonemergency lines, and dispatch of our police personnel to thousands of calls for service each year across the nation; and
WHEREAS, each year, the second week of April is dedicated to the personnel who serve as public safety telecommunicators. It was first conceived by Patricia Anderson of the Contra Costa County Sheriff’s Office in 1981 and was observed only at that agency for three years. Members of the Virginia and North Carolina Chapters of the Association of Public-Safety Communications Officials (APCO) became involved in the mid-1980s. By the early 1990s, the national APCO organization convinced Congress of the need for a formal proclamation. Rep. Edward J. Markey introduced what became H.J. Res. 284 to create “National Public Safety Telecommunicator Week.” According to Congressional procedure, it was introduced twice more in 1993 and 1994, and then became permanent, without the need for yearly introduction; and
WHEREAS, the City Council of the Town of Atherton would like to declare National Public Safety Telecommunications Week (April 9-15, 2023) which has been set aside so everyone can be made aware of their hard work and dedication, which provides a vital link to the public safety services on which we have come to rely every day; and WHEREAS, the City Council of the Town of Atherton wish to thank them for all the sacrifices they make to create a better and safer world for the public. Their commitment to the profession is appreciated by the public safety communications community, and the citizens we serve; and

NOW, THEREFORE, AS MAYOR OF THE TOWN OF ATHERTON, AND ON BEHALF OF THE ATHERTON CITY COUNCIL, do hereby commend the outstanding service performed by our Communications personnel.

IN WITNESS WHEREOF, I have hereunto set my
hand and caused the seal of the Town of Atherton to
be affixed this 15th day of March, 2023.
__________________________
Bill Widmer, Mayor
Town of Atherton

Age-Friendly
San Mateo Cities and
County

Center for Age-Friendly Excellence
Advancing, vibrant, healthy, inclusive
communities for all, and…
…“Tap the potential that older people
represent for humanity” - WHO

Age-Friendly Network founded in 2005 and
today there are over 1400 cities worldwide
Cities of Brisbane, East Palo Alto, and Atherton
are next!
Eleven cities in SMC are now certified.

Center for Age-Friendly Excellence

Center for Age-Friendly Excellence
What does it mean to be age-friendly?
“ Membership … reflects cities’ commitment to listen to the needs of their ageing population, assess and monitor their age-friendliness and work collaboratively with older people and across sectors to create agefriendly physical and social environments.

Membership is also a commitment to share experience, achievements and lessons learnt with other cities and communities.”
~ World Health Organization

10,000 US adults turn 65 daily and this will
continue until 2029-2030
By 2050, at least 22% of the world’s humans
will be older persons and most will live
within cities
Center for Age-Friendly Excellence

• Outdoor spaces and buildings
• Transportation
• Housing
• Social participation
• Respect and social inclusion
• Civic participation and employment
• Communication and information
• Community support/health service
Eight Domains of Livability:

Center for Age-Friendly Excellence

 Housing Element, alternate
- Senior Housing
 Capital Projects
- ECR/Selby Intersection Improvement Alternatives
 Neighborhood Traffic Management
 Bike Pedestrian Master Plan
- Middlefield Bicycle Lane Improvement
 Community Resources
- Crime Prevention, Emergency and Evaluation
Town of Atherton
Center for Age-Friendly Excellence

AF Process Model in San Mateo County
✔ County-wide core team
✔ Organize age-friendly taskforces in each city
✔ Community involvement and assessment
▪ Focus groups
▪ Existing quantitative data surveys
▪ Develop project ideas to meet needs
✔ Mayor signs Letter of Support
✔ Submit application to AARP
Center for Age-Friendly Excellence

A simple five year commitment:
✔ Planning and AARP Application Submission (During Year 1) ✔ Action Plan (2 Years after certified)
✔ Implementation (Years 1-5)
✔ Evaluation (End of Year 5)
✔ Continual Improvement
Network membership
Cities who are age friendly certified commit to a cycle of continually assessing/improving their age-friendliness
Center for Age-Friendly Excellence

An Age-friendly city generates:
✔ Economic Benefits
✔ Social Capital
✔ Infrastructure Innovations
✔ Healthy Communities
Leadership, vision and courage in San Mateo
County is exceptional. Excellent partners!
Center for Age-Friendly Excellence

Age-Friendly Summit
April 17th at 1:30 pm in Half Moon Bay

Opportunities to:
✔ Network and meet others
✔ Share successes and challenges
✔ Learn from each other
✔ Collaborate
Center for Age-Friendly Excellence

We respectfully request the support of the City:
✔ Publicize the age-friendly efforts
✔ Recommend members for the focus groups
(diverse/inclusive in ethnicity/thought/culture)
✔ Once CAFE has completed our process, your city’s
and community’s support and leadership is needed to
move forward.

Can you commit to supporting this?
Center for Age-Friendly Excellence

An Age-friendly city is an inclusive and accessible
urban/rural environment that promotes active
aging
CAFE’s (cfafe.org) mission is to advance
transformational change to create vibrant,
sustainable, supportive and inclusive communities
for all generations
Thank you for joining us in creating community!
Center for Age-Friendly Excellence

Thank you
Center for Age-Friendly Excellence

MARCH | 2023
3 MONTHLY REPORTS

DEPARTMENT AND DIVISION

CONSTRUCTION TIME
LIMITS
3 ADU WORKSHOP

POLICE RESPONSE
TIMES
Summary of properties
currently within the
Construction Time Limit
Penalty phase
Police Response Times

DEPARTMENTAL REPORTS

GENERAL ADMIN REPORT
Reports from Ad Hoc Subcommittees, General Administration and the City Manager's Office
Reports from the City Clerk's Office, Human Resources,
Information Technology, and Sustainability.

Reports from the Finance Department, Key Budget Updates, and Financial Advisories
Reports from the Public Works Department, service requests, capital project updates, and Town field service reports A Division of Public Works, reports on Park maintenance and event activities as well as Park Committee updates

CITY CLERK'S REPORT

FINANCE REPORT

PUBLIC WORKS REPORT

PARKS DIVISION REPORT
80 FAIR OAKS LANE
ATHERTON, CA 94027
650-752-0504
[email protected]
WWW.CI.ATHERTON.CA.US
Reports from the Building and Planning Departments on
permit and construction activity throughout Town.

COMMUNITY SERVICES REPORT
Reports from the Police Department on crime activity, code enforcement, and traffic

POLICE DEPARTMENT REPORT
03 06
11 12
21 29
37 36 44

Goal A
Maintain Fiscal
Transparency
focus on a balanced
budget with adequate
reserves; while also
addressing the Town's
long-term liabilities.

City Council Goals
Each year the City Council meets to discuss Short- and Long-Term Goals for the Town. Each Council Report item includes a reference to the specific Goals that the activity supports. The Council established seven (7) Policy-Level Goal Areas for the Town - Goal Areas A through G.

Goal B
Preserve Small
Town Character &
Quality of Life
focus on the local
community priorities
and mitigate the
impacts of regional
growth.

Goal C
Maximize Use of the
Town Center &
Library
engage the community
to understand desired
uses.

Goal D
Manage
Circulation &
Improve Safety
provide stewardship and
leadership to maintain
mobility and improve
accessibility & safety for
bicycles and pedestrians.

Goal E
Strengthen
Community
Engagement &
Transparency
pursue opportunities for
increased engagement
and outreach.

Goal F
Be ForwardThinking, WellManaged, & WellPlanned
be proactive, anticipate
future needs; increase
and maintain fiscal
transparency.

Goal G
Emergency
Preparedness - Be
Prepared
partner with key
stakeholders and
empower residents to
prepare for major
emergencies.

The City Manager’s Office is inclusive of the City Clerk’s Office but also focuses on Council Policies and Communications. This Report provides general communications to the Council as well as updates from the Council’s various Ad Hoc and Standing Committees.

Upcoming Holidays and Out of Office
• Vacation – I will be Out of the Office from April 21 through April 30 Spring 2023 Athertonian
Staff has finalized the Spring Athertonian draft and Tripepi-Smith (vendor) is formatting it for print as well as composing a few additional articles. Timeline is as follows:
• 3/1 - Staff to send existing content for editing
• 3/8 - Articles due to Town
• 3/13 - Article approval deadline by Town
• 3/14 - Design
• 3/24 - Final Layout Due to Town for Review
• 3/28 - Final Approval of Layout and Sign Off for Print • 3/28 - Final Delivered to Printer
• 4/5 - Printer delivers to Post Office for Delivery to Homes HIP Housing Workshop - Postcard - April 6, 5:30 pm to 7 pm The ADU Workshop in Atherton will be
held on April 6 from 5:30 pm to 7 pm.

The Workshop will be hosted by the
Town and HIP Housing. Attendees will
include representatives from local
schools, staff from Building and
Planning, and potentially local ADU
vendors. The postcard will be sent to all
residents. From there, we will drill down
to specific workshops with some specific
focus. At the primary workshop, there
will be break out stations for those that
want to speak with HIP Housing about
securing a tenant; for those that want to
speak with potential vendors to build an ADU; for those that want to speak with building and planning about process; and for those that want to speak with representatives from local schools about potential tenants.

ADAPT Meeting - April 17 @ 7 pm - Council Chambers
"Calling All Coordinators!"
ADAPT is hosting a community meeting in the Council Chambers as a "calling all coordinators" effort to learn more about becoming a block or area coordinator. The event is for current members of ADAPT, members interested in stepping up as well as newbies interested in participating. The Town will be assisting by providing the meeting space as well as assisting with getting the word out through the Town's social media venues.

Love Our Earth Festival
The Town of Atherton and the Atherton Environmental
Programs Committee are partnering with cities, schools, and community-based organizations from across the
peninsula for an Earth Day celebration on Saturday, April 22nd at Menlo Atherton Highschool from 11:00 AM - 4:00
PM. Attendees will enjoy:
o GREEN VENDOR FAIR: local organizations and
partners to educate and inspire, offer job and
training opportunities, and resources to help you
take climate action at home and in your community.
o KID ACTIVITIES: Local museums, elementary
schools, libraries, small businesses, and
organizations offering crafts, story time, interactive
animal exhibits, seed planting, and more.
o ELECTRIC VEHICLE AND ELECTRIC BIKE SHOWCASE: A combination of dealer and owner vehicles and bicycles on display
o SUSTAINABLE AND VEGAN FOOD: Enjoy sustainable cooking demonstrations, free samples, and a variety of food from Anne-Marie Bonneau (The Zero Waste Chef), Zaida's Kitchen, Casita Vegana, Nixta Foods, Annies T Cakes, LL's Kitchen, RamenZ, Christine's Cookie Co., the Silo Pantry, Plastic Free Future, Clorofil, Vegan Hood Chefs, Hooray Foods, Eclipse Vegan Ice Cream, Spero Foods, Sundial Foods, Impact Foods, Green Wolf Foods, and more.
o DONATION DRIVE: Goodwill will be on site picking up items to repurpose and reuse.

Bring your unwanted items to limit what goes to the landfill this Earth Day! o Plus, live music, inspirational speakers, art displays, and more! Watkins Avenue Rail Crossing
Construction activities are not anticipated to start until mid-late April, with a completion date in late October/early November. Once we receive the project schedule, we will provide it. There

likely will be times that the road will be closed to vehicle and/or pedestrian traffic to accommodate the work.

AD HOC AND STANDING SUBCOMMITTEE UPDATES
Renovation of the Historic Train Station Ad Hoc Subcommittee (DeGolia/HawkinsManuelian) No Updates. Project is Out to Bid.

Refuse Services Standing Subcommittee (Widmer/DeGolia)
No Updates.

Leaf Blower Ad Hoc Subcommittee (Widmer/Hawkins-Manuelian) No Updates.
100-Year Celebration Subcommittee (Lewis/DeGolia)
The Standing Subcommittee met on Wednesday, March 1 at 1 pm. The Subcommittee will meet every other week on Wednesday at 1 pm as the event planning continues. The Subcommittee will report out at the March 15 Council meeting with recommendations and a budget request.

Housing Alternatives Ad Hoc Subcommittee (Lewis/Widmer) The Subcommittee met on February 22 to discuss the Housing Coalition Letter and other options.

The Subcommittee evaluated items in the AHC Letter as well as other alternative housing solutions. Planning staff was present to provide land use expertise. The Subcommittee will met again to finalize a report to the Council for March 15.

The City Clerk’s Division is a part of the City Manager’s Office and consists of the City Clerk, a Reception/Postal Clerk, and a Management Analyst I/II. These core personnel provide the support for the Town’s City Clerk, Human Resources, Sustainability, Risk Management, Information Technology, Event Management, and Town Reception/Postal services. The Town utilizes the services and assistance of various consultants in the performance of the Department’s responsibilities.

HR Systems & Activities
The Town has 43 full-time authorized positions. Of that total, 21 are sworn public safety. There are 9 police department staff that are non-sworn. The remaining 12 are local miscellaneous. There is one (1) vacancy with an active recruitment for an Associate Engineer. The Town is currently at 98% staffing with only one vacancy.

IT Systems & Activities
The Town’s IT Systems are operating within acceptable limits. Current IT priorities include:
• Staff have continued to perform system and internal file audits for the Police Department. • Provided routine and advanced support for Police vehicles. • Provided IT support for the Police Department drone program. • Website Analytics:
o Mar 2 – Mar 8: 2,778 Users
o Last 7 Days Total Page Views: 6,860
§ Civic Alerts = 403
§ Agenda & Minutes = 163
§ Holbrook-Palmer = 139
§ Building = 143
o Sessions by device: 58% Desktop / 40.5% Mobile / 1.6% Tablet Sustainability Activities
The March 16 Environmental Programs Committee (EPC) meeting has been cancelled due to a lack of quorum. The meeting has not been rescheduled and the next scheduled meeting will be May 18, 2023. There are two vacancies on the EPC and residents interested in becoming members can contact Rachael Londer, [email protected] directly to learn more. The EPC is working with staff on two events for Spring:

1. Atherton Electric and Battery Landscaping Equipment Training and Demonstration on March 29, 2023, from 12:30 pm – 5:00 pm at Town Center. Registration for this free event:
https://agza.net/atherton-workshop/. As of March 9, there are 37 registrants. If there are

City Clerk Monthly Report
March 15, 2023
not 50 registrants or more prior to March 20, the EPC will work with the American Green Zone Alliance to reschedule the training.

2. The Love Our Earth Festival is on April 22, 2023, from 11:00 am – 4:00 pm at Menlo Atherton High School. The Love Our Earth Festival features a food marketplace including live vegan cooking demos on induction cooktops, a Goodwill donation drive, free bicycle repairs, an electric vehicle showcase, 50+ exhibitors/vendors, live music, family activities including story times and a live lizard show, a speaker series offered in English and Spanish, an electric landscaping tools demonstration, a showing of Motherload, and more! The current sustainability projects and activities are:
• Waste Reduction
o Town staff met with GreenWaste to discuss SB 1383 compliance strategies including the potential to host a self-service compost pile at Holbrook Palmer Park.

Next steps are for staff to develop a proposal for a resident compost program, including the costs of implementing a program.
o GreenWaste hosted a tour of their facilities, including their Compost Facility in Gilroy, Materials Recycling Facility, and Construction and Debris recovery facilities for Town staff and Council to learn more about how the Town’s organics are processed and turned into a rich compost product.
o The Town’s annual Waste Wise Event with GreenWaste Recovery will be on April 8, 2023 at Holbrook-Palmer Park. This event gives residents easy access to e-waste recycling, document shredding, and self-service compost pick-up. For residents who are not able to attend this event, the 30 yards of compost will remain in the park until it has all been picked up.
• Environmental Programs Committee
o The next meeting of the Environmental Programs Committee (EPC) is scheduled for March 16, 2023. Discussion topics will include planning for two upcoming events: Landscaper Training (March 29) and Earth Day (April 22). There are two vacancies on the EPC and residents interested in becoming members of can contact Rachael Londer, [email protected] directly to learn more. The EPC is working with staff on two events for the Spring.
• Climate Action Plan Update
o In 2016, Atherton adopted its first ever Climate Action Plan (CAP), a blueprint for how we could act locally on climate change. With six years of progress, the Town is now in the process of updating this Climate Action Plan to chart a path to carbon neutrality by 2045 following the State’s leadership (Executive Order B-5518). o Town staff are currently identifying specific actions relating to building energy, transportation, waste management, and landscaping that the Town and its residents can take to meet new 2030 and 2045 goals.
o Next steps include presenting the draft Climate Action Plan at the Council’s Annual Goals retreat. This presentation will be followed by a round of community engagement before a final plan is brought for Council to adopt in late Spring or early Summer of 2023.
• Regional Collaboration

City Clerk Monthly Report
March 15, 2023
o The Atherton Library is being awarded by the nonprofit Sustainable San Mateo County for its green design. The library will receive a Green Building Honorable Mention, recognizing the building as a low-carbon, zero-net energy-ready, allelectric project. More about the award and recognition event:
https://sustainablesanmateo.org/2023awardscelebration/. o Town staff hosted the County of San Mateo’s Office of Sustainability’s quarterly Facilities Working Group on February 21st. Attendees included facility managers and sustainability staff from cities and special districts across the County. The group was impressed by the facilities and inspired by the all-electric Town Center. o Peninsula Clean Energy has initiated a countywide outreach campaign on their new interest-free financing and rebates to install electric water heaters and heating & A/C equipment. The Town is spreading the word on social media, the Athertonian, Atherton Online, and other channels. To learn more about electric homes and available programs, visit: https://www.peninsulacleanenergy.com/all-electrichomes/.

Emergency Management Activities
Staff has been working closely with the County’s Department of Emergency Management to submit the Town’s Request for Public Assistance to FEMA for costs incurred during the storms that occurred between December 27, 2022 to January 31, 2023. The application will be submitted by FEMA’s deadline on March 16, 2023.

There were two regional meetings in February including the San Mateo County Evacuation Manager’s Meeting hosted by the County’s Department of Emergency Management and the Community Organizations Active in Disaster (COAD) hosted by the Red Cross. Staff attended to share updates on Atherton’s emergency response and to learn about available resources to support residents.

Staff are continuing to update the emergency preparedness page with information on storm recovery: https://www.ci.atherton.ca.us/653/Winter-Storm-Preparedness. Additionally, the Alert Center has been activated for the atmospheric river event starting on March 9th. Residents are encouraged to sign up for updates and view the alerts here:
https://www.ci.atherton.ca.us/AlertCenter.aspx?AID=Anticipated-Atmospheric-River-WarningSt-10. Residents can also find information on the Town’s social media channels.

City Clerk Activities CURRENT and ON THE HORIZON
Staff are working on the next edition of the Athertonian for a target release in the 1st week in April.

There are currently 9 active Public Records Act Requests to which staff are responding. There are currently 7 open General Liability Claims.

Staff is working on the planning for the following upcoming Town Events:
• 100 Year Town Anniversary
• Summer Event Series

City Clerk Monthly Report
March 15, 2023
• Annual Employee Recognition Luncheon
Annual Statements of Economic Interest (Form 700) are due April 1, 2023. The Town’s Conflict of Interest code identifies required filers. All Council Members have met their annual filing requirement.

Committee and Commissions Recruitment:

The Town is currently recruiting for vacant seats on the following committees:
• Bicycle and Pedestrian – 1 vacancy
• Environmental Programs – 2 vacancies
• Transportation – 1 vacancy
• Planning Commission – 1 vacancy
• Rail – 1 vacancy
Public Information Stats
The Town has been providing timely and relevant updates on the storm, housing, sustainability events, and other Town programs across social media platforms. Residents, community members, and other public agencies have viewed and interacted with the Town from February 1 – February 28 as follows. Impressions refer to the number of reactions, views, comments, shares, and reposts of Town generated content.

Platform Number of followers Number of Impressions
Twitter 15 new followers, total of 552
followers
4,864
Instagram 12 new followers, total of
1,123 followers
2,753
Facebook 2 new followers, total of 526
followers
210

City Clerk Monthly Report
March 15, 2023
Platform Number of followers Number of Impressions
NextDoor 36 new members, total of
4,491 Members
1,295
Town website subscriber group:

Distribution List Subscribers
Atherton Online 1,403
News Flash 7,296
Alert Center 3,126
Calendar 859
Community Outreach Initiatives
Accessory Dwelling Unit Share Program
The use of Accessory Dwelling Units (ADU)
continues to be a significant resource for
compliance with the Town’s Housing
Element. The Town is hosting an ADU
Workshop on April 6 from 5:30 pm to 7 pm
at City Hall, 80 Fair Oaks Lane. Residents
who have an ADU, are interested in building
an ADU, are interested in renting an ADU or
are somewhere in between, are invited to
come to the Workshop to learn all about the
opportunities and solutions here in Atherton.

At the Workshop residents can connect with
HIP Housing, a local non-profit organization that can connect home providers and home seekers.

There will also be opportunities to talk with the Town's Planning and Building staff about how to build or add an ADU to a property. Lastly, there will be opportunities to connect with local employers that might have a need to identify housing solutions for their personnel - students, teachers, faculty or others. To register for this free event, visit:
https://www.eventbrite.com/e/565905818537.

The Finance Department consists of a Finance Director, Accountant and Junior Accountant. These core personnel provide the bulk of the Town’s accounting and payroll support. The Department utilizes the services of outside auditors, property tax analysts, and investment advisors in support of their efforts.

Fiscal Year 2022/2023 Revenues and Expenditures
Year to Date
Months Complete – 8
% of Year Complete – 66.6%
Budget Revenue % Received
Park Program $ 232,800 $ 140,836 61.4%
Planning Permits $ 290,300 $ 215,413 74.2%
Business Licenses $ 278,000 $ 246,512 88.6%
Police $ 316,390 $ 63,450 20.1%
Sales Taxes $ 315,000 $ 167,339 53.1%
Miscellaneous $ 1,047,758 $ 969,326 92.5%
Public Works $ 836,700 $ 279,596 33.4%
Franchise Fees $ 1,011,000 $ 454,169 45.0%
Building Permits $ 1,919,000 $ 975,891 51.0%
Property Taxes $ 17,254,051 $ 10,844,938 62.8%
Total $ 23,500,999 $ 14,357,470 61.1%
Budget Expenditures % Received
City Council $ 61,513 $ 24,893 40.4%
Administration $ 1,312,087 $ 954,178 72.7%
City Attorney $ 310,000 $ 145,478 46.9%
Finance $ 897,696 $ 588,053 65.5%
Planning $ 762,071 $ 440,284 57.7%
Building $ 1,523,034 $ 817,477 53.6%
Interdepartmental $ 1,024,511 $ 590,959 57.6%
Police $ 9,526,866 $ 6,255,406 65.6%
Public Works $ 3,233,233 $ 1,324,177 40.9%
Total $ 18,651,011 $ 11,140,905 59.7%

The Public Works Department consists of a Public Works Director, Public Works Maintenance Manager (newly hired), Associate Engineer (Vacant), Town Arborist/Parks Manger and Office Specialist. These core personnel are supplemented by various contract service personnel and service vendors that operate on a Task Order basis. These include but are not limited to MCE, West Coast Arborists, Contract Sweeping Services, CalWest Lighting, Tony’s Clean Team, Interwest Group, Willdan Engineering, and BrightView Landscaping.

Field Public Works Services are provided under contract via MCE. MCE provides three (3) personnel to perform general Town maintenance support including, but not limited to, vegetation trimming for sight distance and sign clearance, Park restroom oversight, meeting setup/takedown support, sign replacement, minor asphalt/DG repairs, street marker replacements, basic maintenance for Townmaintained trees/plantings along roadways, Town event support, minor drainage projects and maintenance, basic building support services and minor roadway maintenance (pothole repairs).

MCE personnel generally work from 7 am to 4 pm, Monday through Friday; but, these same personnel provide emergency call-out services for after hours and on weekends. Landscape maintenance services at Holbrook-Palmer Park and at the Town Center/Library complex are provided by BrightView Landscaping (BrightView). BrightView also is responsible for emptying Town-owned garbage cans at the Park and Town Center.

Street Sweeping
Street Sweeping is a contract service via Contract Sweeping Services.

Month Curb Miles Weight (tons) Cubic Yards
July 60 12 4
August 60 12 3
September 66 4.4 2
October 60 4 2
November 80 4.4 2.2
December 80 6.2 4.2
January 80 12 6
February 32 6 6
March
April
May
June
Total 518 61.0 29.4

Services Requests
• Continue to clear Creek and drains
between/after and during rain & wind
events.
• Provided pre-filled sandbags maintained
self-serve sandbag station at HolbrookPalmer Park
• Received 20 yards of Soil Amendment
for use in weed abatement on El Camino
Real Medians – to be used after weed
trimming
• Investigated tree debris issues and old
streetlamps and old gate damage at
Maple Manor entry (DeBell Road)
• Performed weed/debris removal on
Middlefield Road
• Trash pickup on Marsh Road and
Middlefield Road
• Replaced leaking water heater in Main
House
• Repaired leaking sink at the Play School
• Relocated donor sign for Heritage Room
• Main House reported leak in ceiling in
Art room. Cleaned the roof and
performed patching in various locations.
• Fixed broken door and repaired a crack
in the cement floor in the Women’s
restroom at HP Park playground
• Replaced Stop sign on Walsh Road
• Temporary pavement/pothole repairs on
Stockbridge Avenue
• Responded to downed trees on:
o Alameda De Las Pulgas
o Belleau Avenue at Snowden
o Jennings Lane
o Laburnum Road at Magnolia
Drive
o Tuscaloosa Avenue
o Walsh Road
o Edge Road at Oak Grove
General Maintenance and Special Services
• Weekly litter removal on ECR, schools (Fridays 2 staff, 2 hours). • Litter Marsh Road, Middlefield Road and Alameda.
• Removed weeds from Middlefield Road in progress.
• Weed removal from El Camino Real in progress.
• Train station Rain Gutter clean out for Restoration Project • General duties – Garbage cans, town wide and ECR litter, ECR landscape, corp. yard cleanup, vehicle/tool maintenance. • Park General daily duties – mowing, empty garbage/recycling, restroom oversight, fire extinguishers (checked/re-charged), playground inspections, elevator inspections, open/close buildings, meeting room set-ups/tear downs.
• Elevator service for Town Halle elevator by installation subcontractor (TKE). Investigation found a clogged shuttle valve and the hydraulic fluid used for operation needed to be filtered.

The clogged filter was replaced and hydraulic fluid was filtered. • Fixed a leak in the baseball field irrigation system and added a new valve to help isolate the portions of the ballfield irrigation system.
• Inspection of the playgrounds at Holbrook-Palmer Park noted wood rot in several main wood supports as well as rust on portions of one of the structures. Several main wood support posts need to be replaced - the whole structure was cautioned taped off as a safety precaution. Staff is working to get quotes for repairs and or replacement.

Photographs of Work Performed
Main House Roof Cleaning and Patching

BEFORE AFTER

New Water Heater in HP Main House
Trash Pick Up on Marsh Road and Middlefield Road

Restroom Door at HPP Playgroud Restroom

BEFORE AFTER
Street Patching/Pothole Repair on Stockbridge Avenue

See Click Fix

Public Works Maintenance
Budget versus Expenditures Thru February 2023
Short
Code
Accounting Code Description Budget Actual %
A01 101-53-52031-053 Streets $400,000 $132,083 33%
A02 101-57-52031-057 Parks (Grounds &
Facilities)
$325,000 $222,725 69%
A03 101-59-52031-059 Other Facilities $175,000 $63,439 36% A04 213-30-52031-000 Library $20,000 $2,216 11%
A05 101-58-52031-000 Tennis $10,000 $6,211 62%
E06 101-58-52030-058 Event Services $10,000 $1,301 13%
Total $940,000 $427,975 46%
$-
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
Streets Parks Other Fac Library Tennis Events
Public Works Budget to Expenditures
Budget Actual

Current Fiscal Year Capital Project Updates
Streets & Transportation
Capital Project Budget Current Status
Traffic Control Devices $15,000 Restriped school crosswalks at Laurel School (Lower), Las Lomitas Elementary, and MenloAtherton High School. Purchased additional signage. Installed chevron markers at
Isabella/Britton and warning signs on Barry
Lane
ADLP Traffic Safety
Improvement Project
$600,000 Requested task order for project management
Solar Radar Indicators
Purchase
$15,000 Purchased Radar Indicators
Traffic Counts/Speed Surveys $25,000 Not started
Grant Funding Opportunities $25,000 Submitted OBAG3 Grant application for Adelante-Selby Safe Routes bikeway
improvements. (contingency funding list)
Submitted SMTA Bike Ped Grant application
for El Camino Real Complete Streets Gap
Closure. (awarded)
Refresh Class III Pavement
Markings
$100,000 Executed task-order to initiate project design.

Watkins Avenue Ped
Improvements/Middlefield to
McCormick
$100,000 Executed task-order proposal to initiate
development of alternatives. Conceptual
design under development for review by BPC.

Selby Lane Bicycle Lane
Improvements
$250,000 Submitted OBAG3 Grant application for
Adelante-Selby Safe Routes bikeway
improvements. (contingency funding list).

Task order for design under review.

Fair Oaks Lane @ Lloyden
Improvements
$175,000 Executed task order for project design.

Conceptual design under development for
review by BPC.

Annual Road Maintenance
Program
$1,500,000 Initiated Pavement Management Program
assessments through MTC PTAP grant.

Pavement assessments completed and
Condition Index Report under final review.

Executed task-order for project design.

NTMP Projects $160,000 Installed median striping on Atherton Ave., Stockbridge Ave. Restriped high-visibility
crossings and shark-tooth limit lines at
Adelante-Selby School and Encinal
Elementary. Installed larger stop signs in
various locations. Purchased speed feedback
signs and temporary speed humps. Initiated

outreach regarding speed humps. Initiated
Middlefield Road signal timing analysis
through MTC PASS Grant. Installed new
speed limit signs in various locations. Installed
speed humps and speed feedback signs on
Glenwood Avenue.

Drainage
Capital Project Budget Current Status
Atherton Channel
Assessment/Relining
Upstream of ADLP
$400,000 Not started
Green Infrastructure
Implementation
$300,000 Cooperative project on Encina Avenue under
construction as part of Encina Avenue
Reconstruction project by County substantially
complete.

Evaluation of Intersections @
ECR
$150,000 Not started
Upper Atherton Channel
Monitoring
$10,000 Not started
Town Buildings, Park & Facilities
Capital Project Budget Current Status
ADA Improvement Program $10,000 Scope TBD
Town Center Project (Station) $300,000 Design complete and released for bids – due March 15.

Fencing Improvements Along
Watkins
$200,000 Executed task-order for conceptual design.

Concurrent with Watkins Avenue Pedestrian
Improvements. Conceptual design to be
presented to BPC for review with walkway
improvements.

Parking Lot Repairs $350,000 Not started
General/Misc Repairs $100,000 Scope TBD
Park Circulation Plan $1,050,000 Design documents being finalized for bid solicitation.

Total $5,985,000

The Town Arborist oversees general Park maintenance and activities. The Park has several contract service personnel and vendors that manage various activities at the Park.

Park Event Services are provided via contract by Catered Too. Catered Too manages all park event and rental services, to include rental of fields, buildings, and picnic areas. MCE provides facility support on a Task Order basis. BrightView Landscaping provides landscape maintenance services for the Park. Player Capital provides management and general maintenance of the six Tennis Courts.

There are three (3) structures available for event rental at the Park – the Carriage House, the Main House, and the Pavilion. Outdoor venues may also be rented and these include the Event Garden, Water Tower Green and North Meadow. Picnic areas in the Park may be reserved for small group day rental. Menlo Atherton Little League manages and maintains the Willie Mays Ball Field.

Facility Rentals for February 2023 Catered Too manages Park Rentals Month North
Meadow
Children’s
Picnic
Area
Jennings
Pavilion
Main
House
Carriage
House
w/ NM
Field D Other
July 3 4 3 5 2 4 1
August 2 3 7 5 5 2 0
September 4 5 3 3 8 1 3
October 5 4 4 2 4 1 4
November 2 1 2 1 0 1 1
December 0 0 0 2 0 0 0
January 1 0 0 0 0 0 0
February 0 0 1 0 0 0 0
March
April
May
June
Total 17 17 20 18 19 9 9

Types of Rental Activity for February 2023
Catered Too manages Park Rentals
Month Social Gathering Wedding Soccer Other
July 11 3 4 4
August 22 0 2 0
September 25 0 0 2
October 20 0 0 4
November 5 2 0 1
December 2 0 0 0
January 1 0 0 0
February 1 0 0 0
March
April
May
June
Total 87 5 6 11
Revenue from Rental Activity for February 2023
Catered Too manages Park Rentals
Month Revenue Fees 10% Catering Fee Revenue to Town
July $11,825.45 $1,722.28 $13,547.73
August $25,477.80 $7,739.92 $33,217.72
September $59,144.35 $17,112.77 $76,257.12
October $21,774.75 $6,794.70 $28,569.45
November $7,577.00 $3,218.35 $10,795.35
December $2061.95 $56.00 $2,117.95
January $150.00 $0 $150
February $3000.00 $838.33 $3838.33
March
April
May
June
Total $168,493.65

Tennis Court Usage
Player Capital (PC) manages court operations.

Month PC Court
Hours
# of
Students
Private
Lessons
Key Holder
Court
Hours
Public
Court
Hours
Clay
Court
Hours
July 303 107 161 102 113 6
August 315 104 132 116 107 9
September 233 95 92 76 93 11
October 277 117 147 101 0 15
November 292 125 162 101 0 6
December 255 134 154 112 0 25
January 185 109 117 76 0 6
February 289 135 176 1015 0 10
March
April
May
June
General and Special Services for February 2023
• Pick up litter/trash
• Remove trash bags
• Blow/Pick Up Tree Leaves & Debris
• Inspect and Maintain Restrooms
• Inspect and Maintain Playgrounds
• Inspect and Maintain Main House Elevator
• Control undesirable weeds throughout property
• Cut back and remove tree brush and dead vegetation
• Apply seasonal fertilizers to turf and plants
• Inspect and maintain landscape irrigation
• Inspect and maintain landscape irrigation well and filter system • Monitor potable water usage daily
• Water non-established trees throughout the park (scheduled) • Blow tennis courts 2x per week, as required

For February:
• Spreading mulch
• Brightview is weeding daily
• Leaf cleanup
• Playground closed
• Water heater in Main House broke
• Tennis court locks changed
• WCA pruned Cedar tree with wind damage and removed 1 small tree at playground with decay
• Wind damage clean-up
• Irrigation issues resolved at the Little League field • New gate valve installed at Little League field
• Water heater leak and replacement
New and Future Planned Projects
• Convert Playground restrooms from well water to potable water • Repair header boards at Pavilion
• Fence Large Oak Tree
• Install decomposed granite pathway along Field D

Photographs of Work Performed in February 2023
Closed playground.

Wind damage in Park and cleanup

Water heater leak

New gate valve installed

Submitted by:

Interwest Consulting Group
Community Services
Monthly Report
February 2023
Town of Atherton
Building Department
80 Fair Oaks Ln.

Atherton, California 94027
Phone: (650) 752-0560

Town of Atherton
Building Safety Inspections
Construction and Permit Summary
February 1, 2023 to February 28, 2023
Fiscal Year Fiscal Year
2022-23 2021-22
Total Construction Valuation1: $1,907,582 $68,468,442 $96,415,039 Plan Check Fees Collected: $8,857 $270,466 $273,556
Permit Fees Collected: $33,205 $651,342 $721,165
Other Fees Collected: $6,930 $44,690 $41,383
TOTAL: $48,993 $966,498 $1,036,104
Applications Received: 54 548 528
Residential:

New Single Family Residential Permits
Issued: 0 25 30
New Accessory Structures Issued: 12 117 142
Addition / Alteration Permits Issued: 7 74 70
Reroof / Water Well / Grading Permits
Issued: 2 53 78
Plumbing/Mechanical/Electrical
Permits Issued: 24 152 156
Demolition Permits Issued: 2 26 20
Non-Residential:

New Permits Issued: 1 1 2
TOTAL Permits Issued: 48 448 498
Inspections Performed: 744 5,551 6,604
Footnotes:
1Valuation: For permitted projects during this period.
2Other.

PLAN CHECK

INSPECTIONS

REVENUE

PERMITS
Feb-23

Staff Level Reviews
Planning Commission Items
Plan Review
TOTAL 10 16 4 28
Planning Projects
February 1, 2023 to February 28, 2023
Inspections
This Month
Activity Activity
Fiscal Year to Date
Arborist Activity Summary
February 1, 2023 to February 28, 2023
Site Visits
Town of Atherton
Building Safety & Inspection
Tree Removal Info. / Consu.

The February 22, 2023 Planning Commission regular meeting was cancelled due to lack of Quorum.

The next regularly scheduled Planning Commission is March 22, 2023. 27 0
217
15

Summary of New Single Family Residential Permits Issued by Month 2023 2022 2021 2020 2019 2018
1 1 0 1 4 0
0 1 2 1 1 2
2 5 0 1 3
2 3 0 1 2
4 1 3 1 5
2 4 2 1 2
3 2 4 1 6
2 2 5 5 4
2 3 2 3 1
2 1 1 1 4
1 3 3 1 0
2 1 3 1 1
1 24 27 25 21 30
Project
Type
No of Plan
Checks
Target
**
Overdue
Plan
Checks
97 10 0
101 5 0
9 3 0
0 2 0
Total Number of Plan Checks 207
** Target: in working days
Major Plan Check: New Houses, New Accessory Structures, New non-Residential Minor Plan Check: Small additions, Reroof, Alterations, PV, Gates, Misc.

April
May
JuneMajor
Plan Check
Minor
Plan Check
1st Review
Subsequent Rev.
1st Review
Subsequent Rev.

Town of Atherton
Building Inspection & Plan Check
Month
January
Cycles
November
December
Total New SFD
Permits:

Plan Check Performance
February 1, 2023 to February 28, 2023
July
August
September
October
February
March

Summary Graphs
89 89 79 68 83 68 73 64 88 62
92 47 54
71 73 79 74 60 61 62 55 52 53 42 48
922
606
879 914
663
416
656
789 789
898
732
645
744
0 100
200
300
400
500
600
700
800
900
1000
Counts
Plan Checks, Permits, Inspections
PC
Permits
Inspections
$8,946,930
$19,886,684
$13,599,521
$17,135,719
$10,312,235
$13,239,259
$8,270,463
$9,513,356
$14,104,945
$7,241,352
$7,756,027
$6,435,458
$1,907,582
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000 Valuation

Summary Graphs
$161,000
$174,932
$127,197
$200,276
$159,507
$166,257
$146,711
$210,803
$165,908
$123,734
$120,285
$107,283
$70,928
$0
$50,000
$100,000
$150,000
$200,000
$250,000
Fees
$44,690
$270,466
$651,342
$966,498
$72,000
$484,000
$1,236,000
$1,792,000
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
$1,600,000
$1,800,000
$2,000,000
Other Plan Check Fees Permit Fees Total
YTD vs. Budgeted
FYTD 22-23
Budgeted 22-23

Town of Atherton
Summary of ADU's - JADU's - SFR,
Entitled, Permitted, Finaled
February 1, 2023 to February 28, 2023 February 1, 2023 to February 28, 2023 Feb March April June July Aug Oct Nov Dec Totals
Entitled ADU 5
Pemitted ADU 2 0
Finaled ADU 1 0
Entitled JADU 1
Pemitted JADU 0
Finaled JADU 0
Entitled SFR 0 0
Permitted SFR 0
Finaled SFR 2
2022 2023 2024 2025 2026 2027
Entitled ADU 39
Pemitted ADU 20
Finaled ADU 19
Entitled JADU 3
Pemitted JADU 5
Finaled JADU 0
Entitled SFR 20
Permitted SFR 26
Finaled SFR 22
May Sept
1 Jan
2 1
1 0
0

Project Address Issue Date CTL Deadline Adjusted CTL ** Penalties Pd. Est. Completion 25 Isabella 5/26/2016 5/22/2019 N/A $250K Appealing
NOTES: Project has not been finalized. Neighbor dispute. Still a $48K CTL Refund to be issued when finaled 122 Hawthorne 8/24/2017 8/24/2020 1/10/2021 $250K Feb. 2023 NOTES:
67 Redwood 8/28/2018 9/28/2021 1/14/2022 $250K Feb. 2023 NOTES:
88 Tuscaloosa 10/23/2018 10/23/2021 2/11/2022 $250K Feb. 2023 NOTES: Paid $220K on 12/14/2022 -Stop Work Removed
76 Ridgeview 12/3/2018 12/3/2021 4/21/2022 $250K Finaled NOTES: UPDATE Finaled on 1/18/2023 - Going to Appeal
2 Rosewood 12/3/2018 12/3/2021 5/27/2022 250K Feb.2023
NOTES:

Total Penalties Deposited: $1,500,000
NOTE: Penalties do not become revenue to the Town until all appeals have been exhausted. * Under new modified ordinance. Additional Penalty fees due ** Covid-19 CTL adjustments due to shutdown.

Year Amount Forfieted
2015 thru 2018 $511,200.00
2019 $307,200.00
2020 $329,600.00
2021 $333,000.00
2022 $835,200.00
2023 $0.00
Total to Date $2,316,200.00
Town of Atherton
Building Safety & Inspection
Active Construction Time Limit Penalties
February 1, 2023 to February 28, 2023
Forfieted Construction Time Limit Penalties

The Atherton Police Department consists of 31 personnel, sworn and non-sworn. Of the sworn personnel, there is a Police Chief, a Commander, five (5) Sergeants, and fourteen (14) Officers.

Non-sworn personnel consist of an Executive Assistant/Training Manager, a Communications Supervisor, a Code Enforcement Officer, a Community Services Officer, a Hybrid Code Enforcement/Dispatcher, and five (5) Dispatchers.

These personnel provide 24-hour police patrol, dispatch, traffic enforcement, school resource, crime investigation, crime prevention and other law enforcement services to the community.

Personnel typically work a 12-hour shift schedule (4-on/3-off) with a priority staffing level of three (3) sworn personnel at all times.

Graphics and data provided in this report can be found via CitizenRIMS. CitizenRIMS is an active, online database of calls for service to the Atherton Police Department available via the Town’s website. The database provides information on active and historic calls for service, criminal activity and statistics, missing persons, stolen vehicles, arrests, and crime bulletins. Through CitizenRIMS residents can also sign up for Security Camera Registration and Vacation Home Checks.

Visit CitizenRIMS using the preceding link or this QR Code >>>>>>>>>
Overall Activity for the Month of February 2023
During this reporting period, there were 43 investigations. Of that total, 18 offenders were cited, arrested, referred to the San Mateo County District Attorney’s Office for prosecution, or referred to the San Mateo County Juvenile District Attorney’s Office for prosecution.

Offenses included driving under the influence of alcohol, driving with a suspended license, possession of a controlled substance, possession of paraphernalia, felony warrant, misdemeanor warrant, false vehicle registration tabs, robbery, and assault on a school employee.

Of the 2,218 total police incidents for the month, 1,459 were officer-initiated incidents. These incidents resulted in 440 citations being issued for vehicle code and other violations. Officers initiated 1,155 other types of incidents that included investigating suspicious vehicles, traffic collisions, citizen flag downs, home checks, code enforcement and construction checks, follow-up investigations, pedestrian stops, traffic enforcement details, medical calls, and welfare checks.

Traffic Incidents
Overall, there were 323 traffic incident locations, some with multiple stops, for the reporting period. The map below indicates the locations of the incidents for this reporting period.

Traffic Collisions
There were 6 collision locations during this reporting period. The map below indicates the locations of the incidents for the reporting period.

Traffic Complaints
The Atherton Police Department received one (1) traffic complaint for the month of February.

The complaint was about vehicles driving in the bicycle lane in front of Encinal School from 2:30pm to 3:30pm. Officers spend approximately one hour and 45 minutes conducting traffic enforcement, which resulted in a combination of 5 citations and/or warning citations.

Bicycle Traffic Stops
There were 2 bicycle related calls initiated for impoper lighting and obsructinc traffic. These incidents resulted in 2 verbal warnings.

Criminal Activity and Suspicious Circumstances
The Department responded to 114 locations (some locations multiple times) for property crimes (20), person crimes (5), and incidents of suspicious circumstances (71).

Municipal Code Violations
The Department responded to 34 locations (some locations multiple times) for municipal code/health order violations/quality of life issues. The municipal code violations were for construction parking, construction hours, right-of-way encroachments or obstructions, dog barking and off leash, debris in the right-of-way, dead or dangerous trees, TPZ violations, health and safety concerns and violations, political and construction signage, and Atherton Municipal Code (AMC) questions.

Holbrook Palmer Park
Holbrook Palmer Park had 44 incidents during this reporting period, 39 of which were security checks and foot patrols by officers. The other incidents were for ordinance violations, animal calls, traffic stops, and a suspicious vehicle.

Premise Watch
Officers completed 729 House/Vacation checks during the reporting period.

School Incidents
Officers responded to 231 school incidents during the reporting period. These incidents were mostly officer-initiated security checks.

Highlights from this Reporting Period:
• On 02/03, a student brought a vape pen to school containing marijuana. • On 02/07, an unsheltered person was located using the shower in a student dormitory. The subject was escorted off campus and admonished for trespassing. • On 02/13, a theft of a laptop occurred on campus. The SRO investigated this and obtained a search warrant for the suspect’s home. The laptop was not located at the suspect’s home. • On 02/17, two students were involved in a physical altercation and when school staff intervened, a school staff member was pushed by a student. An assault report was taken. • On 02/17, a student was assaulted on campus by another student. A report was taken.

The current reporting period is highlighted in the table below. All other columns represent months preceding and prior year.

Response Times
In general, there are 3 types of Calls for Service from the Police Department. In order of priority:

High, Medium, and Low.

High Priority calls are in-progress events where persons or high-value property are in immediate danger and requires a multiple officer response. This is a lights and siren response to a crime in progress, injury collision, or medical emergency.

Medium Priority calls are in-progress events without an immediate danger to persons or property.

Multiple officers may be necessary for these calls. These calls take precedence over all other calls for service and require an immediate police response (non-lights and siren), but the incident may not be in progress. The most common medium priority calls are burglary, robbery, sexual assault, and residential burglary alarm activations. The latter is the most frequent call in Atherton.

Low Priority calls are other calls for service. Events that may no longer be in-progress, so immediate response is not as urgent. Normally requires a single officer. Officers may or may not be immediately dispatched to these calls. Low priority calls are dogs off leash the Park, parking violations, construction noise or activity, and follow-up police reports.

During the Reporting Period there were:

Priority Level Number of Calls Average Response Time Goal High 5 1:42 <4 minutes
Medium 196 4:35 <6 minutes
Low 383 6:59 <8 minutes
Response times are calculated from the time the call is dispatched until the time the officer arrives on the scene. The table below depicts the Department’s Medium Priority response times for the past 6 months.

MONTH YEAR RESPONSE
TIME
January 2023 5:42
December 2022 4:27
November 2022 4:42
October 2022 3:53
September 2022 4:58
August 2022 4:01

Total Training Hours for the Reporting Period: 144 HOURS

NAME TRAINING/HOURS DATES
Fong Adv. Critical Incident Resp./8 hours Feb. 2
Dutta Social Media Invest./16 hours Feb. 6 – 7
MacDonald Inner Perspectives Session 2/16 hours Feb. 6 – 7 Rojas Inner Perspectives Session 2/16 hours Feb. 6 – 7
Magami Response to non-criminal barricade/8 hrs. Feb. 10 Yamsuan Response to non-criminal barricade/8 hrs. Feb. 10 Abarca Museum of Tolerance/8 hours Feb. 21
Metzger Museum of Tolerance/8 hours Feb. 21
Yamsuan Museum of Tolerance/8 hours Feb. 21
Fong OIS for Field Supervisors/16 hours Feb. 21 – 22
Koehler Reviewing & Approving Reports/6 hours Feb. 22
Cisco Agency CLETS Coord. Trn./2 hours Feb. 23
Pronske SLI Session 2/24 hours Feb. 23 – 25
The below table depicts the amount of officer-initiated activity and the number of traffic citations issued for the past six months:

MONTH OFFICER INITIATED ACTIVITY CITATIONS
February 1,459 440
January 1,285 372
December 1,629 353
November 1,369 418
October 1,401 417
September 1,271 363

Code Enforcement Activity Report
Summary:

Activity Total for
Month
Year to Date
(From 01/01/2023)

1. Opened/Re-opened Cases 29 34

2. Resolved/Closed Cases 8 11

3. Written/Formal Notices Issued 6 6

4. Citations Issued 23 29

5. Amount in Citations Issued $ 26,800 $ 35,100

6. Amount in Citations Received (Payment) $ 8,000 $ 13,600 During the month of February, there were approximately 35 incidents/calls for service referred to or initiated by code enforcement, and no case(s) re-opened. Those incidents included but were not limited to construction parking, construction hours, right-of-way encroachments or obstructions, dog barking and off leash, debris in the right-of-way, dead or dangerous trees, TPZ violations, health and safety concerns and violations, political and construction signage, and Atherton Municipal Code (AMC) questions.

There was one stop work order(s) issued to properties for non-permitted activities, 8 verbal warnings given with specified deadlines to reach compliance, and 6 initial inspections that are pending follow-up. Code Enforcement continues to utilize both software’s for tracking purposes and case management. The hybrid CEO was assigned to Dispatch for the month. ** January 2023 update – fines collected for Citations issued was $ 5600.

Town of Atherton City Council Regular Meeting Minutes – February 15, 2023

Mayor Widmer called the Closed Session to order at 5:00 PM 5:00 P.M. CLOSED SESSION
A. CONFERENCE WITH LABOR NEGOTIATORS, Unrepresented Employees (Gov.

Code Section 54957.6.)
Agency designated representatives: George Rodericks, Anthony Suber, Mark Wilson Employee Organization: Atherton Police Officers Association There were no public comments.
6:00 P.M. REGULAR MEETING
CALL TO ORDER: Mayor Widmer called the Regular Meeting to order at 6:00 PM Mayor Widmer requested a moment of silence for Rail Committee Member Paul Jones.

PLEDGE OF ALLEGIANCE
ROLL CALL – Holland, DeGolia, Lewis, Vice Mayor Hawkins-Manuelian, Mayor Widmer – All Present
PUBLIC COMMENTS – None

PRESENTATIONS
• Introduction of Facilities Maintenance Manager – Tony Enochson Public Works Director Ovadia introduced Maintenance Manager Enochson and Mr.

Enochson addressed the Council.
• Introduction of Police Officer – Karena Shum
Police Chief McCulley introduced Shum and administered the Oath of Office.

DEPARTMENTAL WRITTEN REPORTS
There were no Council questions. Council Member Lewis complimented City Manager Rodericks and staff on the level of detailed information contained in the report.

REPORT OUT OF CLOSED SESSION by City Manager Rodericks

MINUTES
Town of Atherton
City Council
FEBRUARY 15, 2023
CLSOED SESSSION - 5:00 PM
REGULAR MEETING - 6:00 P.M.

Town of Atherton City Council Regular Meeting Minutes – February 15, 2023

City Manager Rodericks noted that Council met in Closed Session and there was no reportable action.

CONSENT AGENDA (Items 1 – 7)

1. APPROVAL OF BILLS AND CLAIMS FOR JANUARY 2023 IN THE AMOUNT OF $2,554,000

2. APPROVAL OF MINUTES FOR JANUARY 11, JANUARY 18, JANUARY 31, AND FEBRUARY 1, 2023.

3. ACCEPTANCE OF TREASURER’S REPORT FOR THE SECOND QUARTER ENDED DECEMBER 31, 2022

4. CONSIDERATION OF RESOLUTION RATIFYING PROCLAMATION OF A STATE

OF EMERGENCY IN THE TOWN AND AUTHORIZING TELECONFERENCE

MEETINGS OF TOWN LEGISLATIVE BODIES PURSUANT TO THE BROWN ACT GOVERNMENT CODE SECTION 54953(E)
Resolution No. 2023-1

5. AUTHORIZE RELEASE OF A REQUEST FOR PROPOSAL (RFP) TO UPDATE THETOWN’S COST ALLOCATION PLAN AND MASTER FEE SCHEDULE

6. RESOLUTION AUTHORIZING THE DESTRUCTION OF RECORDS PURSUANT TO GOVERNMENT CODE SECTION 34090
Adopted Resolution No. 2023 – 3

7. ADOPT THE ATTACHED BUDGET AMENDMENT RESOLUTION FOR THE FY 2022/23 BUDGET
Adopted Resolution No. 2023 - 4
MOTION by DeGolia, Second by Lewis to approve the Consent Calendar Items AYES: Holland, DeGolia, Lewis, Hawkins-Manuelian, Mayor Widmer NOES:

ABSTAIN:

ABSENT:

PUBLIC HEARING (Items 8)

8. WAIVE THE SECOND READING BY SUBSTITUTION OF THE TITLE AND ADOPT AN ORDINANCE AMENDING TITLE 9 OF THE ATHERTON MUNICIPAL CODE TO CHAPTER 9.18 RELATED TO TARGETED RESIDENTIAL PICKETING

Town of Atherton City Council Regular Meeting Minutes – February 15, 2023

City Manager Rodericks introduced the item with a brief background and noted that this was noticed as a public hearing. The public hearing was opened and closed.

Public Comments:
• Zack Whitman
MOTION by Lewis, Second by DeGolia to waive the second reading by substitution of the title and adopt Ordinance 658 of the Atherton Municipal Code Chapter 9.18 related to Targeted Residential Picketing as amended.

AYES: Holland, DeGolia, Lewis, Hawkins-Manuelian, Mayor Widmer NOES:

ABSTAIN:

ABSENT:

REGULAR AGENDA (Items 9 – 11)

9. CONSIDERATION OF APPOINTMENT TO THE PLANNING COMMISSION TO

FILL A VACANT UNEXPIRED TERM
City Manager Rodericks introduced the item and provided a brief review regarding the vacancy on the Planning Commission and the willingness of former Council Member Polito in serving the remaining term.

Bob Polito spoke to his interest and willingness to serve on the Planning Commission filling the vacant seat for the remaining term.

Council discussed the options available to them including appointing Mr. Polito or directing staff to open the recruitment and solicit additional applications. The Council collectively agreed to open the recruitment and directed staff to conduct formal recruitment and solicit applicants.

10. DISCUSSION OF ATHERTON HOUSING COALITION LETTER AND OTHER

ALTERNATIVE HOUSING SOLUTIONS
City Manager Rodericks introduced the item and provided an overview of additional options for Council consideration including options contained in the Atherton Housing Coalition (AHC) letter.

Council discussed the options suggested by AHC and other considerations presented by staff.

City Manager Rodericks responded to Council questions related to the process for review of the Housing Element by the State. Rodericks addressed concerns and risks related to submitting revised plans before receiving the full response by the State. He reviewed a few key elements of

Town of Atherton City Council Regular Meeting Minutes – February 15, 2023

Council held a discussion around the logistics of utilizing the Corporation Yard at Town Center for housing CORP YARD – At Town Center for housing, Gilmore House at Holbrook-Palmer Park, and 28 Almendral (Menlo Park Fire Protection District Property).

City Manager Rodericks noted a variety of challenges related to developing housing around the Corporation Yard including relocating equipment, water lines, and the amount of units that could be developed.

Council and City Manager discussed rules related to zoning requirements and rules related to School Districts and Special Districts.

Council Member DeGolia suggested the Town investigate multi-family housing at Selby Lane, that would involve annexing a portion of the property that is within Atherton to assist the public school with development of workforce housing.

Public Comment:
• No Name Provided
Council directed staff to provide a notice to property owners within a 500-foot radius of the Gilmore House located within Holbrook-Palmer Park.

11. DISCUSSION AND CONSIDERAATION OF CREATION OF A 100YEAR

CELEBRATION COMMITTEE OR RATIFICATION OF THE CITY COUNCIL STANDING COMMITTEE; AND CONSIDERATION OF APPOINTMENTS AND/OR

RECRUITMENT OF MEMBERS
City Manager Rodericks introduced the item and provided a brief background on the Ad Hoc City Council Subcommittee for the 100-year celebration with Council Member DeGolia and Lewis. The Subcommittee recommended transitioning the committee into a Standing Committee and Rodericks suggested the structure of such a committee such as developing a charter, set number of members, etc.

Council collectively agreed to create a Standing Committee that would provide monthly reports for Council.

COUNCIL REPORTS/COMMENTS
Council Member Holland reported on Caltrans projects.

Council Member Lewis reported on C/CAG projects.

Vice Mayor Hawkins-Manuelian reported on the San Mateo Emergency Response Committees and Zonehaven.

Town of Atherton City Council Regular Meeting Minutes – February 15, 2023

Council Member DeGolia reported on rebates available for Heat Pump replacements from Peninsula Clean Energy. He also reported on the Resource Management Planning Committee and a Bay Area Air Quality Management District report.

Mayor Widmer reported on the Library Board meeting.

FUTURE AGENDA ITEMS – None
PUBLIC COMMENTS – None

ADJOURN
Mayor Widmer adjourned the meeting at 7:50 p.m.
________________________
Anthony Suber
City Clerk

Town of Atherton City Council Study Session Minutes – March 1, 2023

Mayor Widmer called the meeting to order at 4:00 PM

STUDY SESSION
ROLL CALL – Holland, DeGolia, Lewis, Vice Mayor Hawkins-Manuelian, Mayor Widmer – All Present

PUBLIC COMMENTS
• Sandy Crittenden
• Carol Flaherty
• Debora Ferrand of Mademoiselle Collette

STUDY SESSION

1. FY 2023/24 BUDGET KICK-OFF AND OVERVIEW
Finance Director Barron provided a budget overview and kickoff outlining the fiscal year 2022/2023 year-end projections, major revenue sources, expenditures, and the budget process.

Barron reviewed revenues including anticipated property tax revenue, allocating American Rescue Funds, and savings realized by the OPEB payment.

Council discussed the major areas presented and raised the idea of allocating funds to the Facilities Replacement Fund and potential projects for unallocated revenue.

This item was an introduction to the budget process, the full budget will return to Council in June.

2. DISCUSSION OF AN AMENDMENT TO THE TOWN’S NOISE ORDINANCE

RELATED TO THE USE OF GAS-POWERED LEAF BLOWERS
City Manager Rodericks introduced the item and Mayor Widmer provided an overview and history. Rodericks shared comments from the Council Ad Hoc Subcommittee related to the topic.

City Attorney Ebrahimi noted that AB 1346 outlaws’ small off-road engines (SORE) and not exclusively Leaf Blowers.

MINUTES
Town of Atherton
City Council
MARCH 1, 2023
STUDY SESSION - 4:00 P.M.

Town of Atherton City Council Study Session Minutes – March 1, 2023

Rodericks provided a framework for the Council discussion and policy direction and Council discussed strategies to handle enforcement, rebate programs, and outreach.

Public Comments:
• Ken Frederick, EPC Member
• Carol Flaherty
MOTION by DeGolia, Second by Hawkins to first direct staff to focus on education related to Leaf blower bans, benefits of electric versus gas powered equipment, polluting agents of gas-powered equipment, pending state-laws, Spare the Air Dates, noise, and other related issues. Second, develop a ban for two-stroke gas powered lawn equipment as of July 1, 2024 and third develop a Town sponsored rebate program for residents or business operating in Town with a minimum of $100 rebate and stipulation State funded rebates are to be sought first.
[Lewis Amendment – align with the State rules for ban’s.] ACCEPTED [Holland Amendment – starting the ban sooner than 7/1/2024 and delay penalties to kick in after.] NOT ACCEPTED
AYES: Holland, DeGolia, Lewis, Hawkins-Manuelian, Widmer NOES:

ABSENT:

ABSTAIN:

Rodericks noted that when Police Officers respond for an enforcement related call will lead with a warning and future incident will trigger an iterative process of warnings and education prior to any penalty being assessed.

COUNCIL REPORTS/COMMENTS – NONE

ADJOURN
Mayor Widmer adjourned the meeting at 6:09 p.m.
________________________
Anthony Suber
City Clerk

2021 2022 2023
January $ 3,047,204 $ 3,932,174 $ 2,554,000
February $ 2,965,501 $ 1,535,792 $ 1,487,835
March $ 2,730,084 $ 2,338,442
April $ 3,330,434 $ 7,114,054
May $ 3,953,961 $ 1,895,271
June $ 3,812,881 $ 2,452,489
July $ 5,455,268 $ 3,336,861
August $ 2,741,619 $ 2,254,058
September $ 3,269,368 $ 1,722,938
October $ 2,278,127 $ 1,495,823
November $ 2,752,017 $ 1,317,065
December $ 1,859,218 $ 2,051,605
$ 38,195,682 $ 31,446,572 $ 4,041,835
Town of Atherton
3-Year Monthly Claims Table
January February March April May June July August September October November December 2021 $3,047,204 $2,965,501 $2,730,084 $3,330,434 $3,953,961 $3,812,881 $5,455,268 $2,741,619 $3,269,368 $2,278,127 $2,752,017 $1,859,218 2022 $3,932,174 $1,535,792 $2,338,442 $7,114,054 $1,895,271 $2,452,489 $3,336,861 $2,254,058 $1,722,938 $1,495,823 $1,317,065 $2,051,605 2023 $2,554,000 $1,487,835
$-
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
$8,000,000

TOWN OF ATHERTON
3-YEAR MONTHLY CLAIMS CHART

ITEM NO. 9

TOWN OF ATHERTON
CLAIMS LIST FEBRUARY 2023
Previous Yr.

February
2023
February
2022
A/P Checks (#31518-31659)
Payroll Checks (#605-606)
Direct Deposit - Payroll
Electronic Transfer - A/P & Payroll
Amount
$ 854,141
5,050
318,713
309,931
Amount
$879,670
270
298,624
357,228
FEBRUARY 2023 Total $ 1,487,835 $1,535,792
I, George Rodericks, City Manager of the Town of Atherton, do hereby certify that the demand listed above, check numbers 605-606 (payroll), and 31518-31659 (accounts payable), and electronic transfers for employees direct deposits, federal payroll taxes and fees, inclusive, amount to $ 1,487,835 are true and correct based on the information provided to me and that there are sufficient funds for payment. _______________________________ George Rodericks
City Manager
The above claims, check numbers 605-606 (payroll), and 31518-31659 (accounts payable), and electronic transfers for employees direct deposits, federal payroll taxes and fees, inclusive, amount to $ 1,487,835 are true and correct and are authorized for payment. _______________________________
B. Widmer
Mayor, Town of Atherton

SOURCE OF FUNDS
February
2023
February
2022
101 General Fund $ 1,326,068 $895,636
105 Tennis Fund 1,246 1,450
201 Special Tax 14,500
202 Measure A 2,839 12,500
204 Measure M 3,636 9,939
213 Library Fund 20,599 28,881
221 Refuse Rate Stabilization Fund 1,026
401 GF Projects 13,475 40,028
406 Facilities Construction 30,892 419,650
610 Equipment Replacement 13,648
614 Worker’s Comp Insurance 54,341 41,249
615 General Liability Fund 28,394 15,443
616 Employee Benefits Funds 6,345 41,842
TOTAL $ 1,487,835 1,535,792 Page 76 of 196
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31518 A-A LOCK & ALARM INC 2/2/2023 6507 General Fund DPW-Park Maint. (51) Commercial Keys HP Park PW 220.34 31518 A-A LOCK & ALARM INC 2/2/2023 301487 General Fund DPW-Building Maint. (30) Medeco Keys Town PW 424.92 31518 Total 645.26
31519 AFLAC 2/2/2023 501-01-2023 General Fund PR Batch 00501.01.2023 Aflac Accident (Pre-Tax) 251.82 31519 AFLAC 2/2/2023 501-01-2023 General Fund PR Batch 00501.01.2023 Aflac Cancer Ins(Pre-Tax) 48.07 31519 AFLAC 2/2/2023 501-01-2023 General Fund PR Batch 00501.01.2023 Aflac Dental Plan (Pre-Tax) 28.02 31519 AFLAC 2/2/2023 501-01-2023 General Fund PR Batch 00501.01.2023 Aflac Hosp. Conf. Id (Pre-Tax) 103.38 31519 AFLAC 2/2/2023 501-01-2023 General Fund PR Batch 00501.01.2023 Aflac Hosp.Conf.Id (After-Tax) 19.26 31519 AFLAC 2/2/2023 501-01-2023 General Fund PR Batch 00501.01.2023 Aflac Life Emp (After -Tax) 38.40 31519 AFLAC 2/2/2023 501-01-2023 General Fund PR Batch 00501.01.2023 Aflac Speci Health (After-Tax) 6.63 31519 AFLAC 2/2/2023 501-01-2023 General Fund PR Batch 00501.01.2023 Aflac Speci Health (Pre-Tax) 29.10 31519 AFLAC 2/2/2023 501-01-2023 General Fund PR Batch 00501.01.2023 Aflac STD (After-Tax) 607.08 31519 AFLAC 2/2/2023 501-01-2023 General Fund PR Batch 00501.01.2023 Aflac Vision Plan(Pre-Tax) 16.99 31519 AFLAC 2/2/2023 502-01-2023 General Fund PR Batch 00502.01.2023 Aflac Accident (Pre-Tax) 251.82 31519 AFLAC 2/2/2023 502-01-2023 General Fund PR Batch 00502.01.2023 Aflac Cancer Ins(Pre-Tax) 48.07 31519 AFLAC 2/2/2023 502-01-2023 General Fund PR Batch 00502.01.2023 Aflac Dental Plan (Pre-Tax) 28.02 31519 AFLAC 2/2/2023 502-01-2023 General Fund PR Batch 00502.01.2023 Aflac Hosp. Conf. Id (Pre-Tax) 103.38 31519 AFLAC 2/2/2023 502-01-2023 General Fund PR Batch 00502.01.2023 Aflac Hosp.Conf.Id (After-Tax) 19.26 31519 AFLAC 2/2/2023 502-01-2023 General Fund PR Batch 00502.01.2023 Aflac Life Emp (After -Tax) 38.40 31519 AFLAC 2/2/2023 502-01-2023 General Fund PR Batch 00502.01.2023 Aflac Speci Health (After-Tax) 6.63 31519 AFLAC 2/2/2023 502-01-2023 General Fund PR Batch 00502.01.2023 Aflac Speci Health (Pre-Tax) 29.10 31519 AFLAC 2/2/2023 502-01-2023 General Fund PR Batch 00502.01.2023 Aflac STD (After-Tax) 607.08 31519 AFLAC 2/2/2023 502-01-2023 General Fund PR Batch 00502.01.2023 Aflac Vision Plan(Pre-Tax) 16.99 31519 Total 2,297.50
31520 ALHAMBRA 2/2/2023 21903512 012523 General Fund Administration Drinking Water Svcs Admin Jan 2023 83.39 31520 Total 83.39
31521 AT&T CALNET 3 2/2/2023 19415228 General Fund Interdepartmental 0576 PRI T-1 Circuit 12/27/22 -1/26/23 167.43 31521 AT&T CALNET 3 2/2/2023 19415228 General Fund Interdepartmental 5301 PRI Svc 12/27/22 -1/26/23 456.73 31521 Total 624.16
31522 AT&T MOBILITY 2/2/2023 388102X01192023 General Fund Police Data Mobile Comm PD 12/12/22 -1/11/23 1,495.89 31522 Total 1,495.89
31523 BIANCHINI'S CATERING 2/2/2023 43172 General Fund Police Catering Svcs -Breakfast for Meeting PD 2/1/23 272.07 31523 Total 272.07
31524 BRIGHTVIEW LANDSCAPE SERVICES INC. 2/2/2023 8258649 General Fund DPW-Park Maint. Contract Landscape Svcs & Maint HP Park Feb 2023 17,073.34 31524 BRIGHTVIEW LANDSCAPE SERVICES INC. 2/2/2023 8258649 Tennis Fund Contract Landscape Svcs & Maint Tennis Court Feb 2023 776.33 31524 BRIGHTVIEW LANDSCAPE SERVICES INC. 2/2/2023 8258649 General Fund DPW-Building Maint. Contract Landscape Svcs & Maint Town Feb 2023 2,048.25 31524 Total 19,897.92
31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund DPW-Park Program 150 Watkins (Fire Protection) Jan 2023 36.89 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund DPW-Park Program 150 Watkins (Little League/Drinking Fountain) 12/22/22 -1/24/23 102.43 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund DPW-Park Program 150 Watkins 12/22/22 -1/24/23 474.46 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund Administration 80 Fair Oaks (2 METER) Admin Dec 2022 21.06 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund Building 80 Fair Oaks (2 METER) Bldg Dec 2022 21.06 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund Police 80 Fair Oaks (2 METER) PD Dec 2022 252.74 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund Planning 80 Fair Oaks (2 METER) Plng Dec 2022 21.06 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund DPW-Engineering 80 Fair Oaks (2 METER) PW Dec 2022 21.06 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund Administration 80 Fair Oaks Admin Dec 2022 30.82 Checks by Date - Detail by Check Number
For the Month of February 2023

Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund Building 80 Fair Oaks Bldg Dec 2022 30.82 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund Police 80 Fair Oaks PD Dec 2022 369.91 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund Planning 80 Fair Oaks Plng Dec 2022 30.82 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund DPW-Engineering 80 Fair Oaks PW Dec 2022 30.82 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund DPW-Street Maint. Alameda/Atherton Dec 2022 264.07 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 Library Fund CCAP (Irrigation) Temp Library Dec 2022 2,050.86 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund DPW-Street Maint. El Camino Real M#62280052 Dec 2022 263.46 31525 CAL WATER SERVICE 2/2/2023 4726166666/Jan2023 General Fund DPW-Street Maint. El Camino Real M#62327517 Dec 2022 264.07 31525 Total 4,286.41
31526

CAL-WEST LIGHTING & SIGNAL MAINTENANCE
INC. 2/2/2023 221227 General Fund DPW-Street Maint. Traffic Signal Maint Svcs Dec 2022 291.18 31526 Total 291.18
31527 DELTA DENTAL OF CALIFORNIA 2/2/2023 501-01-2023 General Fund PR Batch 00501.01.2023 Dental Ins 4,421.90 31527 DELTA DENTAL OF CALIFORNIA 2/2/2023 BE005355142 General Fund Dental Cobra A. Kockler Feb 2023 192.17 31527 DELTA DENTAL OF CALIFORNIA 2/2/2023 BE005355142 General Fund Dental Cobra J. Wade Feb 2023 192.17 31527 Total 4,806.24
31528 DIMITRI ANDRUHA 2/2/2023 Jan23-27 2023 General Fund Police Dinner Police Hostage/Crisis Negotiations Trng D. Andruha PD 1/22/23 25.06 31528 DIMITRI ANDRUHA 2/2/2023 Jan23-27 2023 General Fund Police Dinner Police Hostage/Crisis Negotiations Trng D. Andruha PD 1/24/23 34.00 31528 DIMITRI ANDRUHA 2/2/2023 Jan23-27 2023 General Fund Police Dinner Police Hostage/Crisis Negotiations Trng D. Andruha PD 1/25/23 16.86 31528 DIMITRI ANDRUHA 2/2/2023 Jan23-27 2023 General Fund Police Dinner Police Hostage/Crisis Negotiations Trng D. Andruha PD 1/26/23 28.00 31528 DIMITRI ANDRUHA 2/2/2023 Jan23-27 2023 General Fund Police Lunch Police Hostage/Crisis Negotiations Trng D. Andruha PD 1/23/23 10.78 31528 DIMITRI ANDRUHA 2/2/2023 Jan23-27 2023 General Fund Police Lunch Police Hostage/Crisis Negotiations Trng D. Andruha PD 1/24/23 10.78 31528 DIMITRI ANDRUHA 2/2/2023 Jan23-27 2023 General Fund Police Lunch Police Hostage/Crisis Negotiations Trng D. Andruha PD 1/26/23 10.78 31528 DIMITRI ANDRUHA 2/2/2023 Jan23-27 2023 General Fund Police Lyft Police Hostage/Crisis Negotiations Trng D. Andruha PD 1/22/23 46.37 31528 DIMITRI ANDRUHA 2/2/2023 Jan23-27 2023 General Fund Police Lyft Police Hostage/Crisis Negotiations Trng D. Andruha PD 1/23/23 16.51 31528 DIMITRI ANDRUHA 2/2/2023 Jan23-27 2023 General Fund Police Lyft Police Hostage/Crisis Negotiations Trng D. Andruha PD 1/27/23 29.90 31528 DIMITRI ANDRUHA 2/2/2023 January17 2023 General Fund Police Lunch Police Hostage/Crisis Negotiations Trng D. Andruha PD 1/17/23 18.00 31528 Total 247.04
31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police (1) Custom Stamp "No Record on File" PD 24.07 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police (1) pk 3V Batteries Surefire 123 for Light on Handgun PD 42.90 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police (1) Shirt G. Abarca PD 61.20 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police (1) Shirt -Returned G. Abarca PD (52.25) 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police (1) Trouser Belt Chief S. McCulley PD 29.75 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police (100) Identity Theft Booklets PD 197.95 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police (150) Police Officers Coloring Booklets & Crayons PD 320.40 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police (2) Pound Bag Coffee Bean, (1) Lens Wipes for Eyeglasses, (1) pk Stackable Office Letter Organizer PD 67.62

Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police (5) MSA Replacement CBRN Filter for MSA Millennium Gas Masks PD 501.72 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police Airfare Basic Hostage Trng D. Andruha PD 1/22/23 113.98 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police Airfare Basic Hostage Trng D. Andruha PD 1/27/23 113.90 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police Airfare Economy Plus Basic Hostage Trng D. Andruha PD 1/27/23 45.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police Airfare Taser Conference N. Torres PD 1/23/23 -1/26/23 134.96 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police Airfare Taser Conference V. Kumar PD 1/23/23 -1/26/23 134.96 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police Keyboard for Dispatch PD 76.55 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police Lodging PRA Trng K. Cisco PD 1/16/23 -1/18/23 327.06 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police Membership CLETS User Group PD 125.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police Reg Fee Alco Sensio ASIV Trng E. Rivera PD 1/12/23 195.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police Reg Fee Alco Sensio ASIV Trng K. Patel PD 1/12/23 195.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police Reg Fee Response to Non-Criminal Barricade Trng B. Magami 2/12/23 289.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 0866/1-23-23JF General Fund Police Subscription Quicken Software PD 107.88 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 3299/1-23-23EJ General Fund Police (1) Altura Phone Tripod 55" PD 39.36 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 3299/1-23-23EJ General Fund Police (1) Bin, (1) Binders, (3) Febreze Air for Bathroom PD 41.78 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 3299/1-23-23EJ General Fund Police (1) Faraday Bags, (1) Portable Charger, (2) Cellphone Faraday Case for Evidence Laptop PD 97.26
31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 3299/1-23-23EJ General Fund Police (6) pk Police Line Do Not Cross Tape for Outdoor Use PD 91.80 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 3299/1-23-23EJ General Fund Police Apple Storage Plan E. Johnson PD 0.99 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 3299/1-23-23EJ General Fund Police Int'l Assoc for Prop & Evid Membership E. Johnson PD 65.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 4525/1-23-23HL General Fund DPW-Building Maint. (1) Refrigerator Water Filter PW 54.68 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 4525/1-23-23HL General Fund DPW-Building Maint. (1) Refrigerator Water Filter PW 54.68 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 4525/1-23-23HL General Fund DPW-Street Maint. Arboriculture Membership Renewal S. Bentz PW 280.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 4525/1-23-23HL General Fund DPW-Street Maint. Lodging MCE Crew Storm Coverage 1/4/23 PW 142.30 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 4525/1-23-23HL General Fund DPW-Street Maint. Lodging MCE Crew Storm Coverage 1/4/23 PW 164.35 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5279/1-23-23FR General Fund Administration (1) 3/8-16 X 2 " Button Head Cap Bolts Srews Admin 10.38 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5279/1-23-23FR General Fund Administration (1) 8 X 10 Silver Picture Frame Admin 9.29 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5279/1-23-23FR General Fund Administration (1) bx Instant Oatmeal Packets Admin 36.46 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5279/1-23-23FR General Fund Administration (1) bx Variety Natural Fruit Crisp Admin 27.43 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5279/1-23-23FR General Fund Administration (1) bx Whole Wheat Fig Bars Admin 26.99 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5279/1-23-23FR General Fund Administration (1) pk Beef Jerky, (1) pk Kraft Easy Mac & Cheese, (2) pk Sparkling Water Admin 44.12
31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5279/1-23-23FR General Fund Administration (1) USB 3.0 Hub Admin 9.72 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5279/1-23-23FR General Fund Administration Cake for New Mayor & Vice Mayor 219.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5279/1-23-23FR General Fund Administration Catering Svcs-Pizza for Staff Due to Storm 1/5/2023 101.54 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5279/1-23-23FR General Fund Administration Catering Svcs-Pizza for Staff Due to Storm 1/5/2023 104.53 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5279/1-23-23FR General Fund Administration M2 of:Sfemn 7/32" Hex Key Dogging key Admin 19.66 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5762/1-23-23DL General Fund Police (1) pk Urinal Mats PD 63.30 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5762/1-23-23DL General Fund Police Catering Svcs -Lunch for Staffs Due to Storm PD 1/4/23 313.47 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5762/1-23-23DL General Fund Police Commander Lunch With MPPD Commander D. Larsen 1/18/23 19.57 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5762/1-23-23DL General Fund Police International Assoc of Chiefs of Police Membership D. Larsen 190.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5762/1-23-23DL General Fund Police International Assoc of Chiefs of Police Membership S. McCulley 190.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5762/1-23-23DL General Fund Police Investigating Tool Svc PD 75.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5762/1-23-23DL General Fund Police Reg Fee Supervisory Leadership Trng B. Magami PD 3/15/23 189.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5762/1-23-23DL General Fund Police Reg Fee Supervisory Leadership Trng D. Metzger PD 3/15/23 189.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5762/1-23-23DL General Fund Police Reg Fee Supervisory Leadership Trng J. Fong PD 3/15/23 189.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5762/1-23-23DL General Fund Police Reg Fee Supervisory Leadership Trng J. Taylor PD 3/15/23 189.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 5762/1-23-23DL General Fund Police Reg Fee Supervisory Leadership Trng K. Pronske PD 3/15/23 189.00

Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 6914/1-23-23APD General Fund Police ADAPT Activation -Pizza for Members Due to Storm PD 1/3/23 173.89 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 6914/1-23-23APD General Fund Police Catering Svcs -Meal for Staffs Due to Storm PD 12/31/22 104.21 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 6914/1-23-23APD General Fund Police Coffee for ADAPT Meeting PD 1/7/23 21.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 6914/1-23-23APD General Fund Police Donuts & Orange Juice for ADAPT Meeting PD 1/7/23 21.08 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 6914/1-23-23APD General Fund Police Lodging SLI Trng K. Pronske PD 1/18/23 -1/21/23 320.70 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 7361/1-23-23GR General Fund City Council (1) pk Plastic Cups for House Element Meeting 9.30 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 7361/1-23-23GR General Fund City Council (6) bx Assorted Cookies for House Element Meeting 49.39 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 7361/1-23-23GR General Fund Administration The Wall Street Journal Digital CM G. Rodericks 38.99 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 9369/1-23-23AS General Fund Administration (3) Municipal Code Binders Admin 89.90 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 9369/1-23-23AS General Fund Interdepartmental Adobe Lic Fee Admin 3.87 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 9369/1-23-23AS General Fund Interdepartmental Adobe Lic Fee Admin 312.82 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 9369/1-23-23AS General Fund Administration Coffee Creamer Admin 5.49 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 9369/1-23-23AS General Fund Interdepartmental Dropbox Business Membership Admin 54.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 9369/1-23-23AS General Fund Interdepartmental Dropbox Business Membership Admin 72.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 9369/1-23-23AS General Fund City Council Guest Reception Pass 2023 SoCal New Mayor & Council Member D.

Hawkins 50.00
31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 9369/1-23-23AS General Fund City Council Guest Reception Pass 2023 SoCal New Mayors & Council Member S.

Holland 50.00
31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 9369/1-23-23AS General Fund Interdepartmental Microsoft Fee Admin 1.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 9369/1-23-23AS General Fund City Council Reg Fee-SoCal New Mayors & Council Members Academy D. Hawkins 625.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 9369/1-23-23AS General Fund City Council Reg Fee-SoCal New Mayors & Council Members Academy S. Holland 625.00 31529 IMPAC. GOVERNMENT SERVICES 2/2/2023 9369/1-23-23AS General Fund Interdepartmental Zoom Large Meeting Capacity Membership Admin 299.90 31529 Total 9,416.85
31530 INTERWEST CONSULTING GROUP INC 2/2/2023 84812 General Fund Building Contract Bldg & Safety Svcs -58% Rev Bldg Dec 2022 97,164.01 31530 INTERWEST CONSULTING GROUP INC 2/2/2023 84812 General Fund Building Reimb Lease Dell Computer Bldg Dec 2022 (148.92) 31530 Total 97,015.09
31531 IRON MOUNTAIN INC 2/2/2023 HGLS927 General Fund Police Onsite Shredding Svcs PD 12/21/22 -1/24/23 270.16 31531 Total 270.16
31532 LEAGUE OF CALIFORNIA CITIES 2/2/2023 643193 General Fund City Council 2023 League of CA Cities Membership Council 4,699.00 31532 Total 4,699.00
31533 LEBLANC ASSOCIATES INC. 2/2/2023 188008 General Fund Building (1/3) Shipping Fee for Toshiba Waste Toner Bldg 3.16 31533 LEBLANC ASSOCIATES INC. 2/2/2023 188008 General Fund Planning (1/3) Shipping Fee for Toshiba Waste Toner Plng 3.17 31533 LEBLANC ASSOCIATES INC. 2/2/2023 188008 General Fund DPW-Engineering (1/3) Shipping Fee for Toshiba Waste Toner PW 3.16 31533 Total 9.49
31534 MCCULLEY STEVE 2/2/2023 Jan25 2023 General Fund Police Reimb Breakfast County Chiefs Executive Committee Meeting Chief S.

McCulley PD 98.19
31534 Total 98.19
31535 METZGER DAVID 2/2/2023 Jan25 2023 General Fund Police Reimb Vehicle Parts DARE Mustang PD 145.80 31535 Total 145.80
31536 MFENCING INC. 2/2/2023 1891 General Fund DPW-Park Maint. Redwood Fence Svc Backyard Gilmore House HP Park 1/17/23 1,000.00 31536 Total 1,000.00
31537 ODP BUSINESS SOLUTIONS LLC 2/2/2023 283598066001 General Fund Police (1) ct Paper, (2) Tape Labeler PD 70.80 31537 ODP BUSINESS SOLUTIONS LLC 2/2/2023 284732400001 General Fund Police (1) pk Toner PD 492.07 31537 ODP BUSINESS SOLUTIONS LLC 2/2/2023 286244970001 General Fund Building (2) bx Tea (1/3) ct Gallon Bags Bldg 38.58 31537 ODP BUSINESS SOLUTIONS LLC 2/2/2023 286244970001 General Fund Planning (2) bx Tea (1/3) ct Gallon Bags Plng 38.58 31537 ODP BUSINESS SOLUTIONS LLC 2/2/2023 286244970001 General Fund DPW-Engineering (2) bx Tea (1/3) ct Gallon Bags PW 38.59 31537 ODP BUSINESS SOLUTIONS LLC 2/2/2023 287315025001 General Fund Building (2/3) pk Tissues Bldg 4.77 31537 ODP BUSINESS SOLUTIONS LLC 2/2/2023 287315025001 General Fund Planning (2/3) pk Tissues Plng 4.77

Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31537 ODP BUSINESS SOLUTIONS LLC 2/2/2023 287315025001 General Fund DPW-Engineering (2/3) pk Tissues PW 4.77 31537 ODP BUSINESS SOLUTIONS LLC 2/2/2023 287315027001 General Fund DPW-Engineering (1) bx Small Gloves PW 29.52 31537 ODP BUSINESS SOLUTIONS LLC 2/2/2023 287654428001 General Fund Finance (1) Calendar, (3) dz Pens, (2) dz Pencil, (2) bx Envelopes Fin 109.55 31537 ODP BUSINESS SOLUTIONS LLC 2/2/2023 287654428001 General Fund Administration (2) bx Staples, (2) pk Tissues Admin 17.49 31537 ODP BUSINESS SOLUTIONS LLC 2/2/2023 288500042001 General Fund Building (3) bx Envelope -Returned Bldg (20.57) 31537 Total 828.92
31538 PENINSULA UNIFORMS & EQUIPMENT 2/2/2023 195913 General Fund Police Uniforms (1) Patch, (2) Jkt Remove Patch & Sew on Patch, (10) Shirt Remove & Sew on Patch J. Taylor 96.59
31538 PENINSULA UNIFORMS & EQUIPMENT 2/2/2023 196004 General Fund Police Uniforms-(2) Jkt Remove Braid, Sew on Patch E. Rivera PD 35.00 31538 PENINSULA UNIFORMS & EQUIPMENT 2/2/2023 196018 General Fund Police Uniforms-(14) Shirt Remove & Sew on Patch, (6) Jkt Remove D. Andruha PD 150.00
31538 Total 281.59
31539 PG & E 2/2/2023 11940786962/Jan2023 General Fund Administration Civic Center 80 Fair Oaks Admin & Council Chamber 12/19/22 -1/18/23 460.43 31539 PG & E 2/2/2023 11940786962/Jan2023 General Fund Building Civic Center 80 Fair Oaks Bldg 12/19/22 -1/18/23 460.43 31539 PG & E 2/2/2023 11940786962/Jan2023 Library Fund Civic Center 80 Fair Oaks Library 12/19/22 -1/18/23 7,366.95 31539 PG & E 2/2/2023 11940786962/Jan2023 General Fund Police Civic Center 80 Fair Oaks PD 12/19/22 -1/18/23 9,208.69 31539 PG & E 2/2/2023 11940786962/Jan2023 General Fund Planning Civic Center 80 Fair Oaks Plng 12/19/22 -1/18/23 460.43 31539 PG & E 2/2/2023 11940786962/Jan2023 General Fund DPW-Engineering Civic Center 80 Fair Oaks PW 12/19/22 -1/18/23 460.43 31539 PG & E 2/2/2023 34579695882/Jan2023 General Fund DPW-Street Maint. Signal El Camino/Atherton 12/22/22 -1/23/23 134.30 31539 PG & E 2/2/2023 70862266965/Jan2023 General Fund DPW-Street Maint. Middlefield Smart Corridor 12/19/22 -1/18/23 34.31 31539 PG & E 2/2/2023 80296999248/Jan2023 General Fund DPW-Street Maint. Traffic Control/Beacon Light 12/20/22 -1/19/23 58.16 31539 PG & E 2/2/2023 92913025489/Jan2023 General Fund DPW-Street Maint. Corp Office/Storage 12/21/22 -1/22/23 146.21 31539 Total 18,790.34
31540 PLAN JPA 2/2/2023 PLAN-2023-0116 General Liability Fund (3) General Liability Claims#ABGV26500A1, #4A2206D10Y6-0001, & #4A22051LSRQ-0001 Dec 2022 22,170.82
31540 Total 22,170.82
31541 PRONSKE KRYSTAL 2/2/2023 Jan19-21 2023 General Fund Police Dinner Supervisory Leadership Institute Trng K. Pronske PD 1/19/23 12.00 31541 PRONSKE KRYSTAL 2/2/2023 Jan19-21 2023 General Fund Police Lunch Supervisory Leadership Institute Trng K. Pronske PD 1/19/23 18.00 31541 PRONSKE KRYSTAL 2/2/2023 Jan19-21 2023 General Fund Police Lunch Supervisory Leadership Institute Trng K. Pronske PD 1/20/23 15.12 31541 Total 45.12
31542 R.C. MECHANICAL INC. 2/2/2023 100-2023 General Fund DPW-Park Maint.

HVAC Repair Svc Call -Furnace Not Turn on Gilmore House HP Park 1/17/23 1,055.00
31542 Total 1,055.00
31543 RADAR SHOP THE 2/2/2023 14732 General Fund Police (12) Radar Units Recertified, (6) Lidar Units Recertified 1,872.00 31543 Total 1,872.00
31544 SMCPCSA 2/2/2023 2023-01 General Fund Police
2023 SMC Police Chiefs & Sheriff Assoc Membership Chief S. McCulley PD 1,000.00
31544 Total 1,000.00
31545 STATE WATER RESOURCES CONTROL BOARD 2/2/2023 WD-0226451 General Fund DPW-Street Maint.

Annual State Water Resources Control Board Permit Fee for Belbrook Culvert Repair 7/1/22 -6/30/23 365.00
31545 Total 365.00
31546 SUTTER EAP 2/2/2023 Q3 2022 General Fund Interdepartmental Employee Assistance Program Jul-Sept 2022 448.00 31546 Total 448.00
31547 TAYLOR JEFF 2/2/2023 Jan23-25 2023 General Fund Police Lunch Internal Affairs Trng J. Taylor PD 1/23/23 18.00 31547 TAYLOR JEFF 2/2/2023 Jan23-25 2023 General Fund Police Lunch Internal Affairs Trng J. Taylor PD 1/24/23 17.35 31547 TAYLOR JEFF 2/2/2023 Jan23-25 2023 General Fund Police Lunch Internal Affairs Trng J. Taylor PD 1/25/23 18.00 31547 Total 53.35
31548 VISION SERVICE PLAN 2/2/2023 817018280 General Fund Police Vision Cobra A. Kockler Feb 2022 32.46

Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31548 VISION SERVICE PLAN 2/2/2023 817018280 General Fund Vision Cobra J. Wade Feb 2022 32.46 31548 VISION SERVICE PLAN 2/2/2023 501-01-2023 General Fund PR Batch 00501.01.2023 Vision Insurance 876.34 31548 Total 941.26
31549 WAGEWORKS INC. 2/2/2023 INV4683069 General Fund Police Aflac Compliance Fee Jan 2023 162.20 31549 Total 162.20
31550 A-1 FENCE AND DECK INC. 2/9/2023 24810-D Facilities Construction CCAP Communication Center Fencing -20% Dep PW 6,639.00 31550 Total 6,639.00
31551 ACTION TOWING 2/9/2023 176204 General Fund Police Towing Svcs 2017 Ford Exp PD 1/31/23 159.50 31551 Total 159.50
31552 AMERICAN GREEN ZONE ALLIANCE 2/9/2023 12023 General Fund Administration EPC Workshop for Electric & Battery Landscaping Equip Trng & Demo 3/29/23 1,500.00
31552 Total 1,500.00
31553 ASSOCIATION OF BAY AREA GOVERNMENT 2/9/2023 AR030782 General Fund DPW-Park Program 150 Watkins HP Activity Bldg TrueUp Allocation 12/23/22 -1/24/23 89.03 31553 ASSOCIATION OF BAY AREA GOVERNMENT 2/9/2023 AR030782 General Fund DPW-Park Program 150 Watkins True-Up Allocation 12/23/22 -1/24/23 89.03 31553 ASSOCIATION OF BAY AREA GOVERNMENT 2/9/2023 AR030782 General Fund DPW-Park Maint. 160 Watkins (GH) True-Up Allocation 12/23/22 -1/24/23 89.03 31553 ASSOCIATION OF BAY AREA GOVERNMENT 2/9/2023 AR030782 General Fund DPW-Park Maint. 160 Watkins (Gilmore House) 12/23/22 -1/24/23 580.00 31553 ASSOCIATION OF BAY AREA GOVERNMENT 2/9/2023 AR030782 General Fund DPW-Street Maint. 99 Dinkenspiel Corp Yard True-Up 12/23/22 -1/24/23 89.02 31553 Total 936.11
31554 BJLG LLC 2/9/2023 BP20-00845 General Fund Refund 2nd Utility Dep BP20-00845, 163 Greenoaks 5,000.00 31554 Total 5,000.00
31555 BOBBY MAGAMI 2/9/2023 Jan26-27 2023 General Fund Police Lunch Supervisor's Seminar B. Magami PD 1/26/23 11.45 31555 BOBBY MAGAMI 2/9/2023 Jan26-27 2023 General Fund Police Mileage Supervisor's Seminar B. Magami PD 1/26/23 -1/27/23 31.50 31555 Total 42.95
31556 BRIGHTVIEW LANDSCAPE SERVICES INC. 2/9/2023 8279330 General Fund DPW-Building Maint. Contract-Addt'l Weekly Svcs & Furniture Set/Cleaning Dec 2022 1,811.50 31556 BRIGHTVIEW LANDSCAPE SERVICES INC. 2/9/2023 8279330 General Fund DPW-Building Maint. Contract-Addt'l Weekly Svcs & Furniture Set/Cleaning Feb 2023 1,811.50 31556 BRIGHTVIEW LANDSCAPE SERVICES INC. 2/9/2023 8279330 General Fund DPW-Building Maint. Contract-Addt'l Weekly Svcs & Furniture Set/Cleaning Jan2023 1,811.50 31556 BRIGHTVIEW LANDSCAPE SERVICES INC. 2/9/2023 8279330 General Fund DPW-Building Maint. Contract-Addt'l Weekly Svcs & Furniture Set/Cleaning Nov 2022 1,811.50 31556 BRIGHTVIEW LANDSCAPE SERVICES INC. 2/9/2023 8279330 General Fund DPW-Building Maint. Contract-Addt'l Weekly Svcs & Furniture Set/Cleaning Oct 2022 1,811.50 31556 Total 9,057.50
31557 CALIFORNIA STATE DISBURSEMENT UNIT 2/9/2023 501-02-2023NT General Fund PR Batch 00501.02.2023 Garnishment 177.69 31557 Total 177.69
31558 CALIFORNIA STATE DISBURSEMENT UNIT 2/9/2023 501-02-2023FR General Fund PR Batch 00501.02.2023 Garnishment 323.07 31558 Total 323.07
31559 CINTAS CORPORATION 2/9/2023 4142960577 General Fund Police (1) 4X6 Active Scraper, (6) Traffic Mat PD Jan 2023 106.72 31559 CINTAS CORPORATION 2/9/2023 4144354615 General Fund Police (1) 4X6 Active Scraper, (6) Traffic Mat PD Jan 2023 106.72 31559 Total 213.44
31560 CISCO KRISTY 2/9/2023 Feb 2 2023 General Fund Police Coffee County Managers Meeting Hosted by PD 2/2/23 20.00 31560 CISCO KRISTY 2/9/2023 Feb 2 2023 General Fund Police Donuts County Managers Meeting Hosted by PD 2/2/23 56.20 31560 Total 76.20
31561 CREATIVE SERVICES OF NEW ENGLAND 2/9/2023 C23-26903 General Fund Police (2000) #S-7A Seven Point Star Junior Badge Stickers PD 298.95 31561 Total 298.95
31562 DUTTA GINA 2/9/2023 Jan30-Feb3 2023 General Fund Police Dinner Institute of Criminal Invest Fin Crimes Trng G. Dutta PD 1/30/23 32.67 31562 DUTTA GINA 2/9/2023 Jan30-Feb3 2023 General Fund Police Dinner Institute of Criminal Invest Fin Crimes Trng G. Dutta PD 1/31/23 20.76 31562 DUTTA GINA 2/9/2023 Jan30-Feb3 2023 General Fund Police Dinner Institute of Criminal Invest Fin Crimes Trng G. Dutta PD 2/1/23 34.00 31562 DUTTA GINA 2/9/2023 Jan30-Feb3 2023 General Fund Police Dinner Institute of Criminal Invest Fin Crimes Trng G. Dutta PD 2/2/23 15.24

Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31562 DUTTA GINA 2/9/2023 Jan30-Feb3 2023 General Fund Police Lunch Institute of Criminal Invest Fin Crimes Trng G. Dutta PD 1/30/23 18.00 31562 DUTTA GINA 2/9/2023 Jan30-Feb3 2023 General Fund Police Lunch Institute of Criminal Invest Fin Crimes Trng G. Dutta PD 1/31/23 15.39 31562 DUTTA GINA 2/9/2023 Jan30-Feb3 2023 General Fund Police Lunch Institute of Criminal Invest Fin Crimes Trng G. Dutta PD 2/1/23 18.00 31562 DUTTA GINA 2/9/2023 Jan30-Feb3 2023 General Fund Police Lunch Institute of Criminal Invest Fin Crimes Trng G. Dutta PD 2/2/23 18.00 31562 DUTTA GINA 2/9/2023 Jan30-Feb3 2023 General Fund Police Lunch Institute of Criminal Invest Fin Crimes Trng G. Dutta PD 2/3/23 13.66 31562 Total 185.72
31563 DYNASTY CLEANERS 2/9/2023 Jan-23 General Fund Police Uniform Cleaning Services PD Jan 2023 505.05 31563 Total 505.05
31564 EMBARCADERO MEDIA 2/9/2023 77968 General Fund Planning Legal Ad Notices Gen Plan for The 2023-2031 Housing Element Plng Jan 2023 99.00
31564 EMBARCADERO MEDIA 2/9/2023 77968 General Fund Planning Legal Ad Notices Gen Plan for The 2023-2031 Housing Element Plng Jan 2023 297.00
31564 EMBARCADERO MEDIA 2/9/2023 77968 General Fund Planning Legal Ad Notices Gen Plan for The 2023-2031 Housing Element Plng Jan2023 528.00
31564 EMBARCADERO MEDIA 2/9/2023 77968 General Fund Planning Legal Ad Notices Public Hearing Accessory Dwelling Units Plng Jan 2023 594.00 31564 EMBARCADERO MEDIA 2/9/2023 77968 General Fund Planning Legal Ad Notices Public Hearing Several Projects Plng Jan 2023 495.00 31564 EMBARCADERO MEDIA 2/9/2023 77968 General Fund Planning Legal Ad Notices Public Hearing Targeted Residential Picketing Plng Jan2023 396.00
31564 EMBARCADERO MEDIA 2/9/2023 77968 General Fund Building Legal Ad Notices The 2022 CA Green Building Code Bldg Jan 2023 396.00 31564 EMBARCADERO MEDIA 2/9/2023 77968 General Fund Planning Legal Ad Online Gen Plan for The 2023-2031 Housing Element Plng Jan 2023 295.00
31564 EMBARCADERO MEDIA 2/9/2023 77968 General Fund Planning Legal Ad Online Gen Plan for The 2023-2031 Housing Element Plng Jan2023 295.00
31564 EMBARCADERO MEDIA 2/9/2023 77968 General Fund Building Legal ad Online The 2022 CA Green Building Code Bldg Jan 2023 295.00 31564 EMBARCADERO MEDIA 2/9/2023 77968 General Fund Planning Legal Ad Online-Public Hearing Targeted Residential Picketing Plng Jan 2023 295.00
31564 Total 3,985.00
31565 FONG JON 2/9/2023 Feb 2 2023 General Fund Police Breakfast Adv Critical Incident Response Trng J. Fong PD 2/2/23 15.80 31565 FONG JON 2/9/2023 Feb 2 2023 General Fund Police Dinner Adv Critical Incident Response Trng J. Fong PD 2/1/23 34.00 31565 FONG JON 2/9/2023 Feb 2 2023 General Fund Police Lunch Adv Critical Incident Response Trng J. Fong PD 2/2/23 18.00 31565 FONG JON 2/9/2023 Feb 2 2023 General Fund Police Parking Fee Adv Critical Incident Response Trng J. Fong PD 2/2/23 22.00 31565 Total 89.80
31566 FOUGHI ALI 2/9/2023 BP20-00144 General Fund Refund 2nd Utility Dep BP20-00144, 29 Irving 5,000.00 31566 FOUGHI ALI 2/9/2023 BP20-00144 General Fund Refund Recycling Dep BP20-00144, 29 Irving 1,000.00 31566 Total 6,000.00
31567 GHG BUILDERS LLC 2/9/2023 BP20-00270 General Fund Refund 2nd Utility Dep BP20-00270, 60 Shearer 5,000.00 31567 Total 5,000.00
31568 GOOD CITY COMPANY 2/9/2023 2941 General Fund Planning Housing Element Plng Dec 2022 14,142.75 31568 Total 14,142.75
31569

GREAT AMERICA FINANCIAL SERVICES
CORPORATION 2/9/2023 33341536 General Fund Building (1/3) Lease Toshiba E-Studio5015 AC Copier Bldg Jan 2023 240.82

Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31569

GREAT AMERICA FINANCIAL SERVICES
CORPORATION 2/9/2023 33341536 General Fund (1/3) Lease Toshiba E-Studio5015 AC Copier Plng Jan 2023 240.82 31569

GREAT AMERICA FINANCIAL SERVICES
CORPORATION 2/9/2023 33341536 General Fund DPW-Engineering (1/3) Lease Toshiba E-Studio5015 AC Copier PW Jan 2023 240.82 31569 Total 722.46
31570 INFINITY TECHNOLOGIES 2/9/2023 1109 General Fund DPW-Engineering Contract General GIS Support PW Jan 2023 350.00 31570 INFINITY TECHNOLOGIES 2/9/2023 1142 General Fund Interdepartmental (1) Dell Latitude 3520 Laptop (Replacement) S. Bentz PW 1,073.51 31570 INFINITY TECHNOLOGIES 2/9/2023 1142 General Fund City Council (1) iPad Pro 12.9 for Council Member S. Holland Jan 2023 757.86 31570 INFINITY TECHNOLOGIES 2/9/2023 1142 General Fund DPW-Engineering (1) Microsoft Surface Laptop & 11 Pro Key (Replacement) R. Ovadia 1,651.79 31570 INFINITY TECHNOLOGIES 2/9/2023 1142 General Fund Interdepartmental Contract IT Support Svcs Jan 2023 13,600.00 31570 INFINITY TECHNOLOGIES 2/9/2023 1142 General Fund DPW-Engineering USB Hub & 6Ft. Port Cable for New Surface Laptop 41.54 31570 INFINITY TECHNOLOGIES 2/9/2023 1178 Facilities Construction CCAP Task Order-(ASE) Radio Circuit Issues & Comcast Fiber Optic 123.75 31570 INFINITY TECHNOLOGIES 2/9/2023 1178 Facilities Construction CCAP Task Order-Installing RG-6 Coax Cabling Dec 2022 3,107.50 31570 INFINITY TECHNOLOGIES 2/9/2023 1179 Facilities Construction CCAP Task Order-(ASE) Radio Circuit Issues & Comcast Fiber Optic Jan2023 1,840.00
31570 Total 22,545.95
31571 INTERSTATE TRAFFIC CONTROL PRODUCTS 2/9/2023 254717 Measure A (33) Traffic Control Signs PW 2,511.25 31571 Total 2,511.25
31572 INTERWEST CONSULTING GROUP INC 2/9/2023 85214 Library Fund 1st Year Warranty Phase Facility Mngmt & Monitoring Svcs Library Dec 2022 2,000.00
31572 INTERWEST CONSULTING GROUP INC 2/9/2023 85214 General Fund DPW-Building Maint. 1st Year Warranty Phase Facility Mngmt & Monitoring Svcs Town Dec 2022 4,437.50
31572 INTERWEST CONSULTING GROUP INC 2/9/2023 85214 Facilities Construction CCAP Documents & Bidding Phase PM 26% Library Allocation Dec 2022 1,040.00 31572 INTERWEST CONSULTING GROUP INC 2/9/2023 85214 Facilities Construction CCAP Documents & Bidding Phase PM 66% Donation Allocation Dec 2022 2,640.00 31572 INTERWEST CONSULTING GROUP INC 2/9/2023 85214 Facilities Construction CCAP Documents & Bidding Phase PM 8% Town Allocation Dec 2022 320.00 31572 INTERWEST CONSULTING GROUP INC 2/9/2023 85214 General Fund DPW-Engineering PM Svcs HP Parking Lot Turnaround & Park Access Circulation Improvement Dec 2022 1,820.00
31572 INTERWEST CONSULTING GROUP INC 2/9/2023 85214 General Fund Building Private Development Plan Review Bldg Dec 2022 1,540.00 31572 Total 13,797.50
31573 IRON MOUNTAIN INC 2/9/2023 GLKC700 General Fund Police Onsite Shredding Svcs PD 2/23/22 -3/22/22 229.91 31573 Total 229.91
31574 JOHNSON ERICA 2/9/2023 Jan30-Feb3 2023 General Fund Police Breakfast Academy Instructor Certification Trng E. Johnson PD 1/30/23 17.00 31574 JOHNSON ERICA 2/9/2023 Jan30-Feb3 2023 General Fund Police Breakfast Academy Instructor Certification Trng E. Johnson PD 1/31/23 6.95 31574 JOHNSON ERICA 2/9/2023 Jan30-Feb3 2023 General Fund Police Breakfast Academy Instructor Certification Trng E. Johnson PD 2/1/23 14.37 31574 JOHNSON ERICA 2/9/2023 Jan30-Feb3 2023 General Fund Police Breakfast Academy Instructor Certification Trng E. Johnson PD 2/2/23 13.28 31574 JOHNSON ERICA 2/9/2023 Jan30-Feb3 2023 General Fund Police Dinner Academy Instructor Certification Trng E. Johnson PD 1/30/23 12.18 31574 JOHNSON ERICA 2/9/2023 Jan30-Feb3 2023 General Fund Police Dinner Academy Instructor Certification Trng E. Johnson PD 1/31/23 25.76 31574 JOHNSON ERICA 2/9/2023 Jan30-Feb3 2023 General Fund Police Dinner Academy Instructor Certification Trng E. Johnson PD 2/1/23 34.00 31574 JOHNSON ERICA 2/9/2023 Jan30-Feb3 2023 General Fund Police Dinner Academy Instructor Certification Trng E. Johnson PD 2/1/23 17.89

Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31574 JOHNSON ERICA 2/9/2023 Jan30-Feb3 2023 General Fund Police Dinner Academy Instructor Certification Trng E. Johnson PD 2/2/23 27.94 31574 JOHNSON ERICA 2/9/2023 Jan30-Feb3 2023 General Fund Police Lunch Academy Instructor Certification Trng E. Johnson PD 1/30/23 15.62 31574 JOHNSON ERICA 2/9/2023 Jan30-Feb3 2023 General Fund Police Lunch Academy Instructor Certification Trng E. Johnson PD 1/31/23 13.98 31574 JOHNSON ERICA 2/9/2023 Jan30-Feb3 2023 General Fund Police Lunch Academy Instructor Certification Trng E. Johnson PD 2/3/23 18.00 31574 JOHNSON ERICA 2/9/2023 Jan30-Feb3 2023 General Fund Police Mileage Academy Instructor Certification Trng E. Johnson PD 1/30/23 - 2/3/23 107.50
31574 Total 324.47
31575 METRO MOBILE COMMUNICATIONS INC 2/9/2023 46972 General Fund Police (1) Battery KNB-48L Battery PD 167.03 31575 Total 167.03
31576 ODP BUSINESS SOLUTIONS LLC 2/9/2023 287212984001 General Fund Building (2/3) Red Binders, (2/3) Blue Binders Bldg 12.97 31576 ODP BUSINESS SOLUTIONS LLC 2/9/2023 287212984001 General Fund Planning (2/3) Red Binders, (2/3) Blue Binders Plng 12.96 31576 ODP BUSINESS SOLUTIONS LLC 2/9/2023 287212984001 General Fund DPW-Engineering (2/3) Red Binders, (2/3) Blue Binders PW 12.97 31576 ODP BUSINESS SOLUTIONS LLC 2/9/2023 287239814001 General Fund Building (1) Binder Bldg 9.21 31576 ODP BUSINESS SOLUTIONS LLC 2/9/2023 287239814001 General Fund Planning (1) Binder Plng 9.21 31576 ODP BUSINESS SOLUTIONS LLC 2/9/2023 287239814001 General Fund DPW-Engineering (1) Binder PW 9.22 31576 ODP BUSINESS SOLUTIONS LLC 2/9/2023 287314801001 General Fund Building (1/3) ca Spoons, (1/3) ca Forks Bldg 10.35 31576 ODP BUSINESS SOLUTIONS LLC 2/9/2023 287314801001 General Fund Planning (1/3) ca Spoons, (1/3) ca Forks Plng 10.34 31576 ODP BUSINESS SOLUTIONS LLC 2/9/2023 287314801001 General Fund DPW-Engineering (1/3) ca Spoons, (1/3) ca Forks PW 10.35 31576 ODP BUSINESS SOLUTIONS LLC 2/9/2023 287949566001 General Fund Police (1) Receptacle Slim Jim PD 64.79 31576 Total 162.37
31577 PAUL SCRIVANO 2/9/2023 APW22-00370 General Fund Refund Road Bond Dep APW22-00370, 302 Stevick 2,500.00 31577 Total 2,500.00
31578 PG & E 2/9/2023 08963023620/Jan2023 General Fund DPW-Park Maint. 160 Watkins (GM House) 12/22/22 -1/23/23 340.71 31578 PG & E 2/9/2023 86713555828/Jan2023 General Fund DPW-Street Maint. Signal Middlefield/Encinal 12/23/22 -1/24/23 66.47 31578 Total 407.18
31579 RENNE PUBLIC LAW GROUP LLP 2/9/2023 9111 General Fund Administration RPPG/Atherton Consulting & Grant Writing Svc Dec 2022 2,083.00 31579 Total 2,083.00
31580 SAN MATEO CNTY CONTROLLERS OFFICE 2/9/2023 Jan-23 General Fund Police Allocation of Parking Penalties PD Jan 2023 175.00 31580 Total 175.00
31581 SAN MATEO CNTY FORENSIC LAB 2/9/2023 PS-INV104172 General Fund Police (1) Ascertain Forensic Lab Svc PD Jan 2023 133.10 31581 SAN MATEO CNTY FORENSIC LAB 2/9/2023 PS-INV104172 General Fund Police (1) Field investigation Lab Svc PD Jan 2023 782.00 31581 SAN MATEO CNTY FORENSIC LAB 2/9/2023 PS-INV104172 General Fund Police (1) Phlebotomy Forensic Lab Svc PD Jan 2023 205.00 31581 Total 1,120.10
31582 SUNRISE SENIOR LIVING MANAGEMENT 2/9/2023 APW20-00031 General Fund Refund Road Bond Dep APW20-00031, 2 Selby 2,500.00 31582 Total 2,500.00
31583 SUSTAINABLE SILICON VALLEY 2/9/2023 1835 General Fund City Council 2023 Sustainable Silicon Valley Membership Council 750.00 31583 Total 750.00
31584 TORRES NIKOLAS J 2/9/2023 Jan 23-26 2023 General Fund Police Breakfast Taser Con Trng N. Torres PD 1/25/23 17.00 31584 TORRES NIKOLAS J 2/9/2023 Jan 23-26 2023 General Fund Police Dinner Taser Con Trng N. Torres PD 1/22/23 27.09 31584 TORRES NIKOLAS J 2/9/2023 Jan 23-26 2023 General Fund Police Dinner Taser Con Trng N. Torres PD 1/23/23 34.00 31584 TORRES NIKOLAS J 2/9/2023 Jan 23-26 2023 General Fund Police Dinner Taser Con Trng N. Torres PD 1/24/23 18.00 31584 TORRES NIKOLAS J 2/9/2023 Jan 23-26 2023 General Fund Police Dinner Taser Con Trng N. Torres PD 1/25/23 19.49 31584 TORRES NIKOLAS J 2/9/2023 Jan 23-26 2023 General Fund Police Mileage Taser Con Trng N. Torres PD 1/23/23 -1/26/23 37.00 31584 TORRES NIKOLAS J 2/9/2023 Jan 23-26 2023 General Fund Police Uber Taser Con Trng N. Torres PD 1/22/23 27.71 31584 Total 180.29
31585 TRIDENT K9 CONSULTING 2/9/2023 1447 General Fund Police Maint Trng K9 Jessie D. Romero PD 1/4, 1/11, 1/18 & 1/25/23 500.00 31585 Total 500.00
31586 TURBO DATA SYSTEMS INC 2/9/2023 39443 General Fund Police Citation Processing Fee PD Jan 2023 17.10 31586 TURBO DATA SYSTEMS INC 2/9/2023 39444 General Fund Police (10) E-Cite Lease PD Jan 2023 3,362.44 31586 Total 3,379.54

Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31587 US BANK VOYAGER FLEET SYSTEMS INC. 2/9/2023 8690164772304 General Fund Police Motorcycle Fuel Charges PD Jan 2023 496.04 31587 Total 496.04
31588 VAN ACKER CONSTRUCTION 2/9/2023 BP20-00229 General Fund Refund Recycling Dep BP20-002292, 73 Park 11,282.81 31588 Total 11,282.81
31589 WEX BANK 2/9/2023 87056905 General Fund Police Vehicle Fuel Charges PD 1/7/23 -2/6/23 6,228.90 31589 Total 6,228.90
31590 A K CONSTRUCTION ENTERPRISES INC. 2/16/2023 APW22-00183 General Fund Refund Road Bond Dep APW22-001831, 63 Greenoaks 2,500.00 31590 Total 2,500.00
31591 AMADOR HOME LLC 2/16/2023 50AMADOR General Fund Partial Refund Heritage Tree Violations of Municipal Code, 50 Amador 39,400.00 31591 Total 39,400.00
31592 AT&T CALNET 3 2/16/2023 19297369 General Fund Police (2) Circuits 701 Laurel & 120 Reservoir PD Dec 2022 1,089.28 31592 AT&T CALNET 3 2/16/2023 19444019 General Fund Police (2) Circuits 701 Laurel & 120 Reservoir PD Jan 2023 1,091.17 31592 AT&T CALNET 3 2/16/2023 19444186 General Fund Police (3) 911 BTNS Circuit PD Jan 2023 710.89 31592 AT&T CALNET 3 2/16/2023 19475309 General Fund Police Miscellaneous Centrex Main line PD 1/10/23 -2/9/23 518.36 31592 Total 3,409.70
31593 ATLAS PLUMBING & ROOTER INC. 2/16/2023 APW22-00231 General Fund Refund Road Bond Dep APW22-00231, 346 Walsh 2,500.00 31593 Total 2,500.00
31594 AXON ENTERPRISES INC. 2/16/2023 INUS112233 General Fund Police (25) Axon Taser Fleet Body Cameras, Equip, Evidence.com Lic, & Virtual Trng PD 81,075.57
31594 Total 81,075.57
31595 BIANCHINI'S CATERING 2/16/2023 43173 General Fund Police Catering Svcs (30) Continental Breakfast for Community Trust Trng PD 2/15/23 440.23
31595 Total 440.23
31596 BRIGHTVIEW LANDSCAPE SERVICES INC. 2/16/2023 8279514 General Fund DPW-Building Maint. Excavate & Install Concrete Pad for Mail Box Town Center 1,412.00 31596 Total 1,412.00
31597 BRINK'S INCORPORATED 2/16/2023 12195783 General Fund Finance Armored Car Services Fin Feb 2023 273.07 31597 Total 273.07
31598 COBERLY JANET 2/16/2023 Inv #319 General Fund Refund Park Event Dep Inv #319, 2/11/23 1,200.00 31598 Total 1,200.00
31599 COMCAST 2/16/2023 0243773/Feb2023 General Fund Interdepartmental High Speed Internet Town 2/10/23 -3/9/23 226.72 31599 Total 226.72
31600 DUCKY'S CAR WASH LLC 2/16/2023 Jan-23 General Fund Police Car Wash Services PD Jan 2023 149.37 31600 Total 149.37
31601 FLOCK GROUP INC. 2/16/2023 INV-9166 General Fund Police (3) Safety Cameras for Resident 102 Elena, 50 Emilie, & 32 Alejandra 7,500.00 31601 Total 7,500.00
31602 GOOD CITY COMPANY 2/16/2023 2978 General Fund Planning Contract Planning Svcs Jan 2023 160.00 31602 GOOD CITY COMPANY 2/16/2023 2978 General Fund Planning Housing Element Plng Jan 2023 52,308.25 31602 Total 52,468.25
31603 GOVINVEST INC. 2/16/2023 2022-4334 General Fund Finance Pension Module Licensing, GASB 68 Accounting Valuation Fin 3/16/23 - 3/15/24 7,907.50
31603 Total 7,907.50
31604 GRAINGER INC 2/16/2023 9586209505 Measure A (10) Chevron Symbol Traffic Sign PW 327.46 31604 Total 327.46
31605 KBM OFFICE EQUIPMENT INC. 2/16/2023 113403 Facilities Construction CCAP Install FF&E (10) Chairs, (2) Tables, (2) Side Tables 11,189.69 31605 Total 11,189.69
31606 L.C. ACTION POLICE SUPPLY LTD. 2/16/2023 448756 General Fund Police (20) Glock Magazine Gen5 17Rd PD 506.25 31606 Total 506.25

Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31607 LEAGUE OF CALIFORNIA CITIES 2/16/2023 1708 General Fund City Council 2023 League of CA Cities Peninsula Division Membership Council 300.00 31607 Total 300.00
31608 METROPOLITAN PLANNING GROUP 2/16/2023 2003633 General Fund Planning Contract Planning Svcs Dec 2022 61,781.25 31608 METROPOLITAN PLANNING GROUP 2/16/2023 2003633 General Fund Planning Public Notices Mailers Plng Dec 2022 1,215.17 31608 Total 62,996.42
31609 MUNISERVICES LLC 2/16/2023 INV06-015977 General Fund Finance Bus Lic Admin Processing Svcs (Muni Svc) Fin Jan 2023 1,275.00 31609 Total 1,275.00
31610 MYERS-STEVENS & TOOHEY CO. INC. 2/16/2023 1396459 General Fund Police Long-Term Ins Premium PORAC PD Apr 2023 387.00 31610 MYERS-STEVENS & TOOHEY CO. INC. 2/16/2023 1396459 General Fund Police Short-Term Ins Premium PORAC PD Apr 2023 387.00 31610 Total 774.00
31611 ODP BUSINESS SOLUTIONS LLC 2/16/2023 288225632001 General Fund Building (1/3) Pitcher, (1/3) pk Post-It, (1/3) pk Pen Bldg 27.96 31611 ODP BUSINESS SOLUTIONS LLC 2/16/2023 288225632001 General Fund Planning (1/3) Pitcher, (1/3) pk Post-It, (1/3) pk Pen Plng 27.95 31611 ODP BUSINESS SOLUTIONS LLC 2/16/2023 288225632001 General Fund DPW-Engineering (1/3) Pitcher, (1/3) pk Post-It, (1/3) pk Pen PW 27.96 31611 ODP BUSINESS SOLUTIONS LLC 2/16/2023 288478900001 General Fund Police (2) HP Ink PD 232.23 31611 ODP BUSINESS SOLUTIONS LLC 2/16/2023 290635040001 General Fund Building (1/3) ca Paper Bldg 18.58 31611 ODP BUSINESS SOLUTIONS LLC 2/16/2023 290635040001 General Fund DPW-Engineering (1/3) ca Paper PW 18.58 31611 ODP BUSINESS SOLUTIONS LLC 2/16/2023 290635040001 General Fund Planning (1/3) ca Paper, (1) USB Drive Plng 68.78 31611 Total 422.04
31612 POINT EMBLEMS LLC 2/16/2023 14252 General Fund Police (100) Stitch Patch PD 466.09 31612 Total 466.09
31613 RENNE PUBLIC LAW GROUP LLP 2/16/2023 9281 General Fund Administration RPPG/Atherton Consulting & Grant Writing Svcs Jan 2023 2,083.00 31613 Total 2,083.00
31614 SAN MATEO CNTY ASSESSOR 2/16/2023 Feb 15 2023 General Fund Administration Notary Public Oath & Bond Filing Fee F. Reyes Admin 42.00 31614 Total 42.00
31615 SCA OF CA LLC 2/16/2023 23000178 General Fund DPW-Street Maint. Street Sweeping Services Jan 2023 2,187.85 31615 Total 2,187.85
31616

STATE OF CALIFORNIA DEPARTMENT OF
JUSTICE 2/16/2023 633805 General Fund Police (3) Fingerprint Apps PD Jan 2023 96.00 31616 Total 96.00
31617 SUPERION LLC 2/16/2023 374478 General Fund Building eTRAKiT Citizen Portal Maint Fee Bldg 4/1/23 -6/30/23 1,366.90 31617 SUPERION LLC 2/16/2023 374478 General Fund Building iTRAKIT Suite Maint Fee Bldg 4/1/23 -6/30/23 1,025.17 31617 SUPERION LLC 2/16/2023 374478 General Fund Building TRAKIT9 Community Dev Suite User Lic Maint Fee Bldg 4/1/23 -6/30/23 6,156.24 31617 Total 8,548.31
31618 SUSTAINABLE SAN MATEO CNTY 2/16/2023 2023-00215 General Fund Administration (1) SSMC 2023 Sustainability Awards Ticket G. Rodericks 165.00 31618 SUSTAINABLE SAN MATEO CNTY 2/16/2023 2023-00215 General Fund City Council (5) SSMC 2023 Sustainability Awards Ticket Council Members 825.00 31618 Total 990.00
31619 TELECOMMUNICATIONS ENGINEERING 2/16/2023 48083 GF Projects Consulting Svcs Related to Telecommunications for the Police Building Project 13,475.00
31619 Total 13,475.00
31620 THE PITNEY BOWES BANK INC. 2/16/2023 Jan-23 General Fund Interdepartmental Postage Meter Refill & Transaction Fee Town 2,009.38 31620 Total 2,009.38
31621 TIAA COMMERCIAL FINANCE INC. 2/16/2023 9380104 General Fund Police Lease Sharp MX-M3570 Copier PD Feb 2023 232.84 31621 Total 232.84
31622 TRIPEPI SMITH & ASSOCIATES INC. 2/16/2023 9516 General Fund Administration Q1 Newsletter Service -50% Milestone Payment 650.00 31622 Total 650.00
31623 VAN ACKER CONSTRUCTION 2/16/2023 BP20-00226 General Fund Refund 2nd Utility Dep BP20-00226, 273 Park 5,000.00 31623 VAN ACKER CONSTRUCTION 2/16/2023 BP20-00226 General Fund Refund Recycling Dep BP20-00226, 273 Park 1,000.00 31623 Total 6,000.00

Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31624 VASQUEZ BERNABE 2/16/2023 TA31 General Fund Police Painting Svc Labor & Materials for Report Writing Room PD 1,400.00 31624 Total 1,400.00
31625 WEINA YU 2/16/2023 BP19-00318 General Fund Refund Recycling Dep BP19-00318, 25 Isabella 1,000.00 31625 Total 1,000.00
31626 WEST COAST ARBORISTS INC. 2/16/2023 195700 General Fund DPW-Street Maint. Tree Maint Svcs PW Streets 1/1/23 -1/15/23 19,955.00 31626 Total 19,955.00
31627 A-A LOCK & ALARM INC 2/23/2023 307187 Tennis Fund (6) Rekey Cylinders on Tennis Courts #1 2 4 5 & 6 HP Park 470.00 31627 Total 470.00
31628 AIR TREATMENT CORPORATION 2/23/2023 FS211629 Library Fund Atherton Civic Center ARA Annual Inspection Library 12/22/22 1,575.00 31628 AIR TREATMENT CORPORATION 2/23/2023 FS211629 General Fund DPW-Building Maint. Atherton Civic Center ARA Annual Inspection Town 12/22/22 2,362.50 31628 Total 3,937.50
31629 ALHAMBRA 2/23/2023 21928698 021623 General Fund Police Drinking Water Svcs PD Feb 2023 250.79 31629 Total 250.79
31630 BAYSHORE GENERAL ENGINEERING INC. 2/23/2023 APW22-00360 General Fund Refund Road Bond Dep APW22-00360, 48 Encino 2,500.00 31630 Total 2,500.00
31631 BOBBY MAGAMI 2/23/2023 Feb 10 2023 General Fund Police Mileage Response Non-Criminal Barricade Trng B. Magami PD 2/10/23 13.37 31631 Total 13.37
31632 CALIFORNIA STATE DISBURSEMENT UNIT 2/23/2023 502-02-2023NT General Fund PR Batch 00502.02.2023 Garnishment 177.69 31632 Total 177.69
31633 CALIFORNIA STATE DISBURSEMENT UNIT 2/23/2023 502-02-2023FR General Fund PR Batch 00502.02.2023 Garnishment 323.07 31633 Total 323.07
31634

CAL-WEST LIGHTING & SIGNAL MAINTENANCE
INC. 2/23/2023 230105 General Fund DPW-Street Maint. Traffic Signal Maint Svcs Jan 2023 165.00 31634

CAL-WEST LIGHTING & SIGNAL MAINTENANCE
INC. 2/23/2023 230106 General Fund DPW-Street Maint. Street Light Repair Svcs Call 91 Flood Jan 2023 210.00 31634 Total 375.00
31635 CHRISTOPHER ZAMMIT 2/23/2023 General Fund Police Repair Rear Door & Replaced Moldings 2018 Ford Interceptor PD 2,009.62 31635 Total 2,009.62
31636 CINTAS CORPORATION 2/23/2023 5145444641 General Fund DPW-Park Maint. Install of full FirstAid Cabinet 150 Watkins Office HP Park 297.85 31636 CINTAS CORPORATION 2/23/2023 5145444641 General Fund Administration Install of full FirstAid Cabinet 1st Floor Kitchen Admin 297.85 31636 CINTAS CORPORATION 2/23/2023 5145444641 General Fund DPW-Engineering Install of full FirstAid Cabinet 2nd Floor Kitchen PW 297.85 31636 CINTAS CORPORATION 2/23/2023 5145444641 General Fund DPW-Street Maint. Install of full FirstAid Cabinet Corp. Yard Office PW 297.85 31636 Total 1,191.40
31637 CITIES GROUP THE 2/23/2023 Jan-March2023 Worker's Comp Insurance Safety/Compliance Program Assessment 1/1/23 -3/31/23 1,253.02 31637 CITIES GROUP THE 2/23/2023 Jan-March2023 Worker's Comp Insurance Workers' Compensation Assessment 1/1/23 -3/31/23 53,087.84 31637 Total 54,340.86
31638 CRITICAL REACH 2/23/2023 2384 General Fund Police 2023 APBnet Annual Support Fee PD 300.00 31638 Total 300.00
31639 FOLGER GRAPHICS INC 2/23/2023 134982 General Fund Administration (2700) Landscaper Workshop Postcards Admin 3/29/23 1,413.33 31639 Total 1,413.33
31640

GREAT AMERICA FINANCIAL SERVICES
CORPORATION 2/23/2023 33341536 General Fund Building (1/3) Lease Toshiba E-Studio5015 AC Copier Bldg Feb 2023 240.82 31640

GREAT AMERICA FINANCIAL SERVICES
CORPORATION 2/23/2023 33341536 General Fund Planning (1/3) Lease Toshiba E-Studio5015 AC Copier Plng Feb 2023 240.82 31640

GREAT AMERICA FINANCIAL SERVICES
CORPORATION 2/23/2023 33341536 General Fund DPW-Engineering (1/3) Lease Toshiba E-Studio5015 AC Copier PW Feb 2023 240.82 31640 Total 722.46
31641 INTERWEST CONSULTING GROUP INC 2/23/2023 85533 General Fund Building Contract Bldg & Safety Svcs -58% Rev Bldg Jan 2023 45,973.76 31641 INTERWEST CONSULTING GROUP INC 2/23/2023 85533 General Fund Building Reimb Lease Dell Computer Bldg Jan 2023 (148.92)

Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31641 INTERWEST CONSULTING GROUP INC 2/23/2023 85538 Library Fund 1st Year Warranty Phase Facility Mngmt & Monitoring Svcs Library Jan 2023 2,125.00
31641 INTERWEST CONSULTING GROUP INC 2/23/2023 85538 General Fund DPW-Building Maint. 1st Year Warranty Phase Facility Mngmt & Monitoring Svcs Town Jan 2023 4,625.00
31641 INTERWEST CONSULTING GROUP INC 2/23/2023 85538 Facilities Construction CCAP Const Doc & Bidding Phase PM 26% Library Allocation Jan 2023 478.40 31641 INTERWEST CONSULTING GROUP INC 2/23/2023 85538 Facilities Construction CCAP Const Doc & Bidding Phase PM 66% Donation Allocation Jan 2023 1,214.40 31641 INTERWEST CONSULTING GROUP INC 2/23/2023 85538 Facilities Construction CCAP Const Doc & Bidding Phase PM 8% Town Allocation Jan 2023 147.20 31641 INTERWEST CONSULTING GROUP INC 2/23/2023 85538 General Fund DPW-Engineering PM Svcs HP Parking Lot Turnaround & Park Access Circulation Improvement Jan 2023 2,170.00
31641 INTERWEST CONSULTING GROUP INC 2/23/2023 85538 General Fund Building Private Development Plan Review Bldg Jan 2023 280.00 31641 Total 56,864.84
31642 JT GRAPHICS 2/23/2023 6230 General Fund Building (100) 18" X 24" Coroplast Construction Signs Bldg 1,266.03 31642 Total 1,266.03
31643 KREFELD'S AWARDS INC 2/23/2023 32646 General Fund Police (1) Perpetual Plate Engraved for Employee of the Year 2022 PD 38.46 31643 Total 38.46
31644 LIEBERT CASSIDY WHITMORE 2/23/2023 234563 General Fund Administration Professional Svcs Re: Claim (ERMA) Admin Jan 2023 20,305.54 31644 Total 20,305.54
31645 OCCASIONS ETC 2/23/2023 34173 General Fund City Council (3) Name Signs for Mayor Widmer, Vice-Mayor Hawkins, and Council Member Holland Council Meetings 78.10
31645 OCCASIONS ETC 2/23/2023 34183 General Fund City Council (1) Name signs R. Londer for Council Meetings 32.00 31645 Total 110.10
31646 PET FOOD EXPRESS 2/23/2023 02-2307RC General Fund Police Dog Food K9 Jessie D. Romero PD 2/7/23 74.95 31646 PET FOOD EXPRESS 2/23/2023 13-2301RC General Fund Police Dog Food K9 Jessie D. Romero PD 1/18/23 61.78 31646 Total 136.73
31647 PG & E 2/23/2023 56788311910/Jan2023 General Fund DPW-Park Program Activity Bldg -150 Watkins 12/29/22 -1/29/23 208.63 31647 PG & E 2/23/2023 56788311910/Jan2023 General Fund DPW-Park Program Modular Bldg -150 Watkins 12/29/22 -1/29/23 596.81 31647 PG & E 2/23/2023 56788311910/Jan2023 General Fund DPW-Park Maint. Pump-150 Watkins 12/29/22 -1/29/23 180.81 31647 PG & E 2/23/2023 56788311910/Jan2023 General Fund DPW-Street Maint. Signal Marsh/Middlefield 12/23/22 -1/24/23 64.11 31647 PG & E 2/23/2023 56788311910/Jan2023 General Fund DPW-Street Maint. Signal Middlefield/Oak Grove 12/23/22 -1/24/23 80.53 31647 PG & E 2/23/2023 56788311910/Jan2023 General Fund DPW-Street Maint. Street Lights Jan 2023 4,173.62 31647 Total 5,304.51
31648 PLAN JPA 2/23/2023 PLAN-2023-0139 General Liability Fund (2) General Liability Claim for #ABGV26500A1 & ABGV27640A1 Jan 2023 6,223.60 31648 Total 6,223.60
31649 POWERPLAN 2/23/2023 1070610 General Fund DPW-Park Maint. Repair Svcs -Hyd Leak for Tractor Deere 310SJ for HP Park 441.09 31649 Total 441.09
31650 SABRO COMMUNICATIONS INC 2/23/2023 2520-A Facilities Construction Comm Svc -Troubleshooting, Toning & Testing Data Connections in Council Chambers 800.00
31650 Total 800.00
31651 SAN MATEO CNTY INFO SERV DEPT 2/23/2023 1YAT12301 General Fund Police (2) Microwave Mux DSO PD Jan 2023 164.51 31651 Total 164.51
31652 SHARP ELECTRONICS CORPORATION 2/23/2023 78989062 General Fund Police Lease Sharp MX-4071 2nd Copier PD Feb 2023 240.86 31652 Total 240.86
31653 SYSERCO INC. 2/23/2023 11886 Library Fund Svc Support Program-Energy Management Systems Library Jan 2023 735.70 31653 SYSERCO INC. 2/23/2023 11886 General Fund DPW-Building Maint. Svc Support Program-Energy Management Systems PW Jan 2023 1,716.63 31653 Total 2,452.33
31654 TELECOMMUNICATIONS ENGINEERING 2/23/2023 48064 General Fund Police Facilities Mgmt & Maint Public Safety Comm Center PD Feb 2023 2,603.50

Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 31654 Total 2,603.50
31655 THOMAS SWAN SIGN COMPANY INC. 2/23/2023 44611-08-D Facilities Construction CCAP Install (1) 12"x24" Donor Ground Sign -50% Deposit 1,351.95 31655 Total 1,351.95
31656 TJKM 2/23/2023 53721 Measure M Traffic Calming Action Plan Jan 2023 3,636.25 31656 Total 3,636.25
31657 TONY'S CLEAN TEAM LLC 2/23/2023 15-3103 General Fund DPW-Park Maint. Janitorial COVID-19 Electrostatic Spraying PD 1/12/23 -2/11/23 998.00 31657 TONY'S CLEAN TEAM LLC 2/23/2023 15-3103 General Fund DPW-Park Maint. Janitorial Maint Svcs HP Park 1/12/23 -2/11/23 2,083.34 31657 TONY'S CLEAN TEAM LLC 2/23/2023 15-3103 Library Fund Janitorial Maint Svcs Library 1/12/23 -2/11/23 4,745.00 31657 TONY'S CLEAN TEAM LLC 2/23/2023 15-3103 General Fund DPW-Building Maint. Janitorial Maint Svcs Town 1/12/23 -2/11/23 10,593.66 31657 Total 18,420.00
31658 UPADHYAYULA SASHANK 2/23/2023 Feb 20 2023 General Fund Police Reimb-Livescan Fee Temp Employee Admin 35.00 31658 Total 35.00
31659 WEST COAST ARBORISTS INC. 2/23/2023 195790 General Fund DPW-Park Maint. Tree Maint Svcs HP Park 1/1/23 -1/15/23 6,320.00 31659 Total 6,320.00
Grand Total 854,140.90

Item No. 3
Town of Atherton
CITY COUNCIL STAFF REPORT – CONSENT AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL

GEORGE RODERICKS, CITY MANAGER
FROM: STEVEN D. MCCULLEY, POLICE CHIEF
DATE: MARCH 15, 2023
SUBJECT: ANNUAL REPORT REGARDING USE OF MILITARY
EQUIPMENT PURSUANT TO AB 481

RECOMMENDATION
It is recommended that the City Council accept the AB 481 Annual Report, take public comment, and direct staff to post the report pursuant to Government Code 7072.

BACKGROUND
In January and June of 2022, the Council was informed of Assembly Bill 481 (AB 481), codified in Government Code §§ 7070, 7071 and 7072, which prescribes certain procedures for law enforcement agencies as they relate to the funding, acquisition, and use of military equipment, as defined. Among the required procedures, a law enforcement agency that receives approval for a military equipment use policy is required to submit to the governing body an Annual Military Equipment Report for each type of military equipment approved by the governing body within one year of approval, and annually thereafter for as long as the military equipment is available for use.

With approval of Council this report will be made available to the public on the Town's website.

ANALYSIS
AB 481 has designated certain types of law enforcement equipment as "military equipment." As noted in a prior Annual Military Equipment Report, the Police Department has equipment that meets the criteria. Attachment A is the required Annual Military Equipment Report for 2023. The Report for 2023 has been updated to include the authorized purchase of the Unmanned Aerial System (Drones).

FISCAL IMPACT
None.

Military Equipment Annual Report
March 15, 2023

GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:
• Goal Area E – Strengthen Community Engagement and Transparency

PUBLIC NOTICE
Public notification was achieved by posting the agenda, with this agenda item being listed, at least 72 hours prior to the meeting in print and electronically. Information about the project is also disseminated via the Town’s electronic News Flash and Atherton Online. There are approximately 1,400 subscribers to the Town’s electronic News Flash publications. Subscribers include residents as well as stakeholders –to include, but be not limited to, media outlets, school districts, Menlo Park Fire Protection District, service provides (water, power, and sewer), and regional elected officials.

COMMISSION/COMMITTEE FEEDBACK/REFERRAL
This item has not been before a Town Committee or Commission

ATTACHMENTS

1. AB 481 Annual Military Equipment Report – 2023

ATTACHMENT 1
2346840.1 14537.007
AB 481 Military Equipment Report for 2023

1. Equipment - Tactical Launchers and Projectiles
Quantity and Type
• 3 - 40MM tactical single shot launcher
• 29 - 40MM kinetic energy projectiles
• 14 - 40MM CS kinetic energy projectile
Use
The tactical launchers and projectiles are used to limit the escalation of conflict where deployment of lethal force is prohibited or undesirable. Situations for use may include, but are not limited to:
i. Self-destructive, dangerous, and/or combative individuals ii. Barricaded suspects
iii. Riot/crowd control and civil unrest incidents
iv. Training exercises
Related Complaints or Concerns Received
None
Audit Summary (violations of Use Policy/Action Taken)
The 40MM launchers and munitions were not used during a use of force incident, subsequently there were no policy violations.

Annual Cost of Equipment
Annual costs can range from $5,000 to $20,000 depending on use and acquisition.

2. Equipment – Unmanned Aerial System
Quantity and Type
• 1 - Knighthawk DJI M300 UAS operated using Paladin software, 3-year lease contract Use

ATTACHMENT 1
2346840.1 14537.007
Autonomous drone for crime detection/prevention for improving officer/resident safety/security. Specifically designed for Beyond Visual Line of Sight (BVLOS) missions, Knighthawk is LTE-enabled, allowing it to reach the 3-mile radius limit required by the FAA with ease. The unmanned aerial systems may be utilized to enhance the department’s mission of protecting lives and property when other means and resources are not available or are less effective. Any use of a UAS will be in strict accordance with constitutional and privacy rights and Federal Aviation Administration (FAA) regulations.

Related Complaints or Concerns Received
None
Audit Summary (violations of Use Policy/Action Taken)
Refer to Lexipol Policy 616 Unmanned Aerial System Operations. The Program Coordinator will be trained and possess a FAA Part 107 Drone License. All department members will be trained as Visual Observers. Use is subject to Lexipol Policy 616 Unmanned Aerial system Operations with attention to subsections 616.5, 616.6, 616.7, and 616.8.

Annual Cost of Equipment
None. Funding for the program was donated by a resident at a 3-year contract cost of $137,000.

Item No. 4
Town of Atherton
CITY COUNCIL STAFF REPORT – CONSENT AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL

GEORGE RODERICKS, CITY MANAGER
FROM: ROBERT OVADIA, PUBLIC WORKS DIRECTOR
DATE: MARCH 15, 2023
SUBJECT: APPROVAL OF A GRANT FUNDING AGREEMENT WITH THE

COUNTY OF SANTA CLARA FOR THE HOLBROOK-PALMER
PARK ACCESS AND CIRCULATION PROJECT;

AUTHORIZATION FOR THE CITY ATTORNEY TO FINALIZE

THE AGREEMENT AND THE CITY MANAGER TO EXECUTE

THE AGREEMENT

RECOMMENDATION
It is recommended that the Council authorize the City Attorney to finalize a grant funding agreement with the County of Santa Clara for Stanford Mitigation funds for the Holbrook-Palmer Park Access and Circulation Project; and authorize the City Manager to execute.

BACKGROUND
In 2000, the County of Santa Clara certified a program EIR and issued the General Use Permit (GUP) to Stanford University for campus-wide development. The EIR recognized that the development permitted under the GUP would significantly impact recreational opportunities for existing or new campus residents and facility users. This impact is the result of Stanford housing development on several sites used for recreation and an overall increase to Stanford’s resident and worker population, which would reduce the availability of recreational facilities while increasing the demand for such facilities.

To mitigate the loss of recreational opportunities, two mitigation measures were adopted.

Mitigation OS-3A requires Stanford to improve parks in the faculty area to provide suitable recreational opportunities for the campus population and to continue to provide neighborhood recreation opportunities in new residential areas. And Mitigation OS-3B requires Stanford to dedicate the trail easements. Agreements for the trails easements were to be executed within one year of GUP approval in 2000. The County of San Mateo and Stanford did not reach agreement within the amount of time identified in the Trails Agreement and lead to the creation of a recreation mitigation fund in 2012 that Santa Clara County administers.

Funding Agreement with Santa Clara County – Park Circulation Project MARCH 15, 2023

In 2012, Santa Clara County requested applications for projects that could be allocated funds from this mitigation fund. The Santa Clara County board of supervisors approved funding for four projects in 2012. Since then, not all of the projects moved forward resulting in approximately $5.24 million remaining in the mitigation fund. Santa Clara County has requested that the remaining funds be distributed within San Mateo County and asked San Mateo County to work with the cities in the southern part of the County to submit a joint application for the remaining funds. Santa Clara County has indicated that the support from the City Council for the application and project would be needed as part of the funding application.

In January 2020, Town staff began coordinating with San Mateo County staff and other jurisdictions in the southern part of the County regarding potential projects. As directed by Santa Clara County, the projects need to create new or expanded recreational uses that serve existing and future Stanford students and faculty. Staff, with the support of the County of San Mateo, submitted an application to the County of Santa Clara seeking $300,000 in support of the Holbrok-Palmer Park Access and Circulation Project. In May 2020, the Santa Clara County Board of Supervisors approved the allocation of funds towards the project.

ANALYSIS
The County of Santa Clara requires that the Town enter into a grant funding agreement for the project. The agreement requires that the Town prepare all environmental documents; publicly acknowledge the Grant by giving credit to the County in project related materials including newsletters, brochures, internet messages, etc.; Publicly acknowledge the Grant by providing a plaque, approved by the County, permanently affixed to the project, or on a prominent location on the project site, visible to the public; provide progress reports and a presentation to the County Board of Supervisors at the end of the project. The Town will be responsible for on-going maintenance and shall provide continual use of the project by the public. All grant costs are to be used exclusively on third party services and shall demonstrate expenditure of the funds prior to seeking reimbursement. The project is subject to prevailing wages. Agreement language is currently being finalized by the County of Santa Clara. Final agreement to be submitted for approval
County staff has advised that the permanent recognition plaque will likely need to be a sign rather than pavers.

FISCAL IMPACT
The grant funding agreement provides $300,000 towards the construction of the Holbrook-Palmer Park Access and Circulation project.

GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:
• Goal Area A – Maintain Fiscal Responsibility

Funding Agreement with Santa Clara County – Park Circulation Project MARCH 15, 2023

• Goal Area B – Preserve Small Town Character and Quality of Life • Goal Area F – Be Forward-Thinking, Well-Managed, and Well-Planned

POLICY FOCUS
Policy focus should be on securing funding to implement the Holbrook-Palmer Park Access and Circulation Project.

PUBLIC NOTICE
Public notification was achieved by posting the agenda, with this agenda item being listed, at least 72 hours prior to the meeting in print and electronically. Information about the project is also disseminated via the Town’s electronic News Flash and Atherton Online. There are approximately 1,200 subscribers to the Town’s electronic News Flash publications. Subscribers include residents as well as stakeholders –to include, but be not limited to, media outlets, school districts, Menlo Park Fire Protection District, service provides (water, power, and sewer), and regional elected officials.

COMMISSION/COMMITTEE FEEDBACK/REFERRAL
This item has not been before a Town Committee or Commission

ATTACHMENTS

1. Draft Grant Funding Agreement

2321389.1 14537.002 Page 1 of 15 Rev. 8/2019

PROJECT AGREEMENT TO ADDRESS ALTERNATIVE MITIGATION

RESULTING FROM THE LOSS OF RECREATIONAL OPPORTUNITIES DUE TO DEVELOPMENT RESULTING FROM STANFORD UNIVERSITY’S 2000

GENERAL USE PERMIT
for
The Holbrook-Palmer Park Access and Circulation Project by and between the County of Santa Clara and the Town of Atherton This Project Agreement to Address Alternative Mitigation Resulting from the Loss of Recreational Opportunities Due to Development Resulting from Stanford University’s 2000 General Use Permit (“Project Agreement”) is made and entered into between the COUNTY OF SANTA CLARA, a political subdivision of the State of California (hereinafter referred to as the “County”), and Town of Atherton, a Municipal Corporation, (“Project Applicant”).

RECITALS
WHEREAS, the Project Applicant submitted an application to the County for funding for the Holbrook-Palmer Park Access and Circulation Project, (hereinafter referred to as “Project”), which Project is described in the attached Exhibit 1 — Scope of Work; and
WHEREAS, the County Board of Supervisors (“Board”), on May 12, 2020 reviewed the merits of the Project Applicant’s proposal and found that the Project will mitigate the significant environmental impacts on the availability of recreational facilities caused by the development authorized under the Stanford University 2000 General Use Permit (“GUP”); and
WHEREAS, Holbrook-Palmer Park is an approximately 22-acre regional park directly serving residents of Atherton, Menlo Park, pockets of Unincorporated San Mateo County, Palo Alto and other adjacent communities, including Stanford University faculty, students and staff; and
WHEREAS, there is currently no sidewalk or designated pedestrian walkway from Watkins Avenue to the park along either the park entry or exit drives; and WHEREAS the construction of accessible pathways along the entry and exit drives and through the park are needed to improve pedestrian access and circulation through the park to various recreational opportunities and amenities within the park; and WHEREAS the Project Applicant proposes to provide new accessible pathways to the park from Watkins Avenue along both the entry and exit drives and linking to various

2321389.1 14537.002 Page 2 of 15 Rev. 8/2019
recreational opportunities in the park; to provide an accessible picnic area and additional pathway improvements, landscaping and other site amenities; and WHEREAS, the Project Applicant has determined that the Project is categorically exempt from the California Environmental Quality Act (“CEQA”) as a Class 1 project.

NOW, THEREFORE, in consideration of the mutual promises, covenants and conditions herein, the County and Project Applicant agree as follows:

SECTION I. PROJECT APPLICANT RESPONSIBILITIES

1. Project Applicant, at Project Applicant’s sole cost and expense, will perform or cause to be performed in the attached Scope of Work, and the Project Applicant shall act promptly and without delay with respect to such matters in relation to the Project. In performing the Project, the Project Applicant will:
a. Prepare all environmental documents and take all other actions required for approval and completion of the Project pursuant to the California Environmental Quality Act and any rules and/or regulations promulgated thereunder.
b. Secure all approvals by government agencies required for completion of the Project.
c. Publicly acknowledge the Grant by providing a plaque permanently affixed to the Project, or erecting signage in a prominent location on the Project site, visible to the public. The acknowledgement credit shall include an image of the County seal and shall read: “Project made possible in part by funding from the County of Santa Clara.” Project Applicant will obtain County review and approval of the plaque/sign prior to manufacture and installation.
d. Publicly acknowledge the Grant by giving credit to the County in projectrelated materials including newsletters, brochures, and internet messages. e. Submit a Project progress report to the County no later than November 1 and May 1 of each year, until the Project is completed and reimbursement received.
f. Provide any requested documentation about the Project to the County for review before construction work begins in order to ensure that the proposed Project is consistent with the purposes of mitigating the adverse effect on recreational opportunities for existing or new development approved by the 2000 Stanford University General Use Permit.

2321389.1 14537.002 Page 3 of 15 Rev. 8/2019
g. Comply with the following conditions for the grant funding as approved by the Board of Supervisors:
i. Expend Grantee Cash Contribution
ii. If Project is located on Stanford lands provide written consent from Stanford University prior to grant funding award by the Board of Supervisors.
h. Make a presentation at a regularly scheduled Board meeting discussing the completed Project within three (3) months of Project completion.

2. Capital Contributions by Parties to Project Agreement. a. Project Applicant will expend the Grant exclusively for third party expenses arising from services, permits, fees, labor, materials and equipment required for the attached Scope of Work and consistent with the attached Exhibit 2 — Itemized Project Budget for completion of the Project (“Eligible Costs”). No portion of the Grant shall be used for Project Applicant’s internal salary or administrative expenses, including office overhead or expenses.
b. Project Applicant shall demonstrate expenditure of Grantee’s cash contribution funds prior to reimbursement through the Grant. Additional funds needed to complete the Project shall be identified in the attached Itemized Project Budget.
c. County recognizes that the Project Budget identified in the attached Itemized Project Budget is an estimate and may include a contingency. To the extent Eligible Costs vary from this budget:
i. Project budget savings shall inure to the benefit of the County only, subject to third party funding requirements, that the third party share in project savings; and
ii. Costs between Project elements may be adjusted to reflect actual costs, however material changes (even if there is minor or no change in cost) that would necessitate County funding of a nonmitigation element that the Project Applicant was financing with other funds will not be reimbursed by the County. Project Applicant is solely responsible for expenditures that may exceed the Grant amount.

3. Prevailing Wages
The Project is a public work within the meaning of Labor Code Section 1720, to which the provisions of Labor Code Section 1771 et seq. apply. The Project Applicant will comply with all of the applicable provisions of the Labor Code, including, but not limited

2321389.1 14537.002 Page 4 of 15 Rev. 8/2019
to, payment or cause payment to be made, or prevailing wages. The Project Applicant will include prevailing wage requirements in all agreements with third parties for work or services needed to complete the Project.

SECTION II. OPERATION, MAINTENANCE, AND PUBLIC ACCESS

1. Operation and Maintenance
Upon completion of the Project, the Project Applicant will open the Project to the public, and operate and maintain the Project for the benefit of the public. On-going maintenance is solely the responsibility of the Project Applicant.

2. Public Access
The Project Applicant shall provide for continual use of the Project to the public. The Project Applicant shall demonstrate continual use of the Project to the satisfaction of the Board of Supervisors.

SECTION III. COMPENSATION/REIMBURSEMENT

1. Reimbursement Amount
The County will reimburse the Project Applicant the maximum Grant amount of Three Hundred Thousand Dollars ($300,000) for Eligible Costs. County’s obligation to pay is expressly conditioned upon the Project Applicant’s demonstrated compliance with all of the conditions of this Project Agreement.

2. Invoice Requirements
Project Applicant shall provide County a detailed, itemized invoice requesting reimbursement of Eligible Costs containing information noted below. No advances will be made. If a reimbursement request is not completed, the County will return the request for payment with deficiencies noted. The County, in its sole discretion, may pay the part of the reimbursement request that is complete, or decline payment until the reimbursement request is complete. All reimbursement requests shall include the following information:
a. A letter itemizing Eligible Costs being claimed for reimbursement.

Itemizations shall clearly show the relationship between the eligible cost and the matters listed in the attached Itemized Project Budget. b. Clear copies of invoices that are for the Project and addressed to the Project Applicant.
c. Evidence that all invoices submitted for reimbursement have been paid.

For example, a clear copy of the front side of the check or warrant issued

2321389.1 14537.002 Page 5 of 15 Rev. 8/2019
to pay said invoices, or a receipt evidencing such payment. Account statements will not be accepted.
d. Evidence that Grantee’s cash contributions identified in the recitals were provided and expended.
e. A report on the status of the Project, which shall include construction inspection reports.

Project Applicant may submit requests for reimbursement any time that they have claimable expenditures exceeding a minimum of $1,000. However, Project Applicant shall send the County reimbursement requests on a quarterly basis when it has claimable expenditures during that quarter that exceed $1,000. The quarterly submittal dates are January 1, April 1, July 1, and October 1.

Requests for final payment of the County’s contributions toward the Project pursuant to the Grant shall include:
(1) At least six (6) different photos of the Project; and (2) Demonstration of compliance with the acknowledgement required under Section I, item 1(c) (a photograph of the installed sign will suffice); and (3) A statement describing how each of the conditions in Section I, item (g), of this Project Agreement have been met.

If the reimbursement request is satisfactory, the County will provide payment to the Project Applicant within 30 days.

The County of Santa Clara shall have received Project Applicant’s requests for reimbursement within the Term of this Project Agreement set forth in Section 5 or any written extension thereof. Upon expiration of the Term of this Project Agreement, the Grant will revert to the County for reprogramming unless the Project Applicant has requested an extension to the Term of the Project Agreement at least 30 days prior to expiration of the Term of the Project Agreement and the Board of Supervisors has approved the extension. It is the Project Applicant’s responsibility to keep track of the expiration of the Term of this Project Agreement and to ensure that the Project is completed and reimbursements submitted in advance of the Project Agreement’s expiration date.

3. Project Records, County Audit and Inspection
Project Applicant shall maintain Project records (including paper and electronic media, as appropriate) showing compliance with all aspects of this Project Agreement for three (3) years after completion of the Project or until all claims are settled, whichever occurs last.

All Project records shall be available to County within five (5) working days of County’s reasonable notice. If the County determines that the Project Applicant used the Grant for ineligible costs, or that other terms of the Project Agreement were breached, County may

2321389.1 14537.002 Page 6 of 15 Rev. 8/2019
take any authorized actions under this Project Agreement and require the Project Applicant to repay the Grant, with interest at the rate earned on the County’s investments, and the cost of the audit.

In addition to an audit of Project Records, County staff shall have access to the Project during business hours any time during construction, and, following completion of the Project, during business hours following reasonable notice by County. County personnel will follow any required safety protocols during construction.

SECTION IV. INDEMNIFICATION AND INSURANCE
Project Applicant shall agree to the indemnification requirements set forth in the attached Exhibit 3 — Insurance Requirements for Grant Agreement. During the construction phase, the Project Applicant, at its sole cost and expense, shall provide the insurance set forth in the Insurance Requirements for Grant Agreement. As insurance requirements may differ from those in effect at time of grant application, Project Applicant will comply with requirements in effect at time of execution of this Project Agreement.

SECTION V. TERM OF PROJECT AGREEMENT/EXTENSIONS

1. Term
This Project Agreement shall become effective upon its full execution by the parties and shall remain effective for five years or until completion of the Project and reimbursement by the County, whichever occurs first (“Term”).

2. Extension
The Board of Supervisors may approve an extension of the Term of this Project Agreement. To allow sufficient time for processing the request, the Project Applicant shall make a written request for the extension at least 30 days prior to the expiration of the Term of the Project Agreement. Any extension shall comply with the requirements of the provisions of Section VIII pertaining to amendments of this Project Agreement.

SECTION VI. PROJECT APPLICANT AUTHORIZED SIGNATURES
The City Manager has been authorized to execute this Project Agreement on behalf of the Project Applicant.

SECTION VII. NOTICES
Any notices provided pursuant to this Project Agreement shall be sent by regular mail to the respective parties addressed as follows:
//

2321389.1 14537.002 Page 7 of 15 Rev. 8/2019

COUNTY OF SANTA CLARA
Sylvia M. Gallegos
Deputy County Executive
County of Santa Clara
Office of the County Executive
Eleventh Floor – East Wing
70 West Hedding Street
San Jose, California 95110

PROJECT APPLICANT
George Rodericks
City Manager
Town of Atherton
80 Fair Oaks Lane
Atherton, California 94027
SECTION VIII. COMPLETE AGREEMENT
This Project Agreement, including attachments, constitutes the complete agreement between the parties. No modifications or amendments of this Project Agreement will be binding on either party unless acknowledged in writing by all parties. //
//
//
//
//
//
//
//
//
//
//
//

2321389.1 14537.002 Page 8 of 15 Rev. 8/2019
SECTION IX. EXHIBITS
The exhibits listed below are substantive portions of this Project Agreement and are hereby attached to and incorporated in this Project Agreement by this reference as though fully set forth herein:

Exhibit 1 – Scope of Work
Exhibit 2 – Itemized Project Budget
Exhibit 3 – Insurance Requirements for Grant Agreement
Exhibit 4 – Current Certificate of Insurance
IN WITNESS WHEREOF, the duly authorized representative of each party hereto has executed this Project Agreement on the date shown.

COUNTY OF SANTA CLARA GRANTEE
SUSAN ELLENBERG, President George Rodericks, City Manager Board of Supervisors
Signed and certified that a copy
of this document has been delivered
by electronic or other means to the
President, Board of Supervisors.

Attest:

TIFFANY LENNEAR
Clerk of the Board of Supervisors
APPROVED AS TO FORM AND LEGALITY:

ELIZABETH PIANCA Mona G. Ebrahimi
Assistant County Counsel City Attorney

2321389.1 14537.002 Page 9 of 15 Rev. 8/2019
EXHIBIT 1

SCOPE OF WORK

GENERAL PROJECT DESCRIPTION
The Project Applicant shall:

Construct access and circulation improvements at Holbrook-Palmer Park including pedestrian pathway and associated improvements at the park entry and exit drives; replacement of asphalt pathways with decomposed granite pathways in and around the main entry lawn and frontage; install an accessible picnic area, landscaping and site furnishings.

All work will be performed to meet the terms of the Agreement and any conditions noted therein.

2321389.1 14537.002 Page 10 of 15 Rev. 8/2019
EXHIBIT 2

ITEMIZED PROJECT BUDGET
(CORRESPONDING WITH

THE SCOPE OF WORK)

WORK TO BE

PERFORMED

GRANTEE CASH

CONTRIBUTION

GRANT TOTAL
Mobilization,
Demolition and
Grading
$150,000 $50,000 $200,000
Pathways and
Hardscapes
$125,000 $125,000 $250,000
Fencing and Site
Furnishings
$25,000 $25,000 $50,000
Utilities $20,000 $0 $20,000
Landscape and
Irrigation
$125,000 $100,000 $250,000
TOTAL

PROJECT
AMOUNT
$470,000 $300,000 $770,000

2321389.1 14537.002 Page 11 of 15 Rev. 8/2019
EXHIBIT 3

INSURANCE REQUIREMENTS FOR GRANT AGREEMENT
Indemnity
To the fullest extent allowed by law, the Project Applicant shall indemnify, defend, and hold harmless the County of Santa Clara (hereinafter “County”), its officers, agents and employees from any claim, liability, loss, injury or damage arising out of, or in connection with, performance of this Agreement by Project Applicant and/or its agents, employees or subGrantees, excepting only loss, injury or damage caused by the sole or active negligence or willful misconduct of personnel employed by the County. It is the intent of the parties to this Agreement to provide the broadest possible coverage for the County. The Grantee shall reimburse the County for all costs, attorneys’ fees, expenses and liabilities incurred with respect to any litigation in which the Grantee is obligated to indemnify, defend and hold harmless the County under this Agreement.

Insurance
Without limiting the Project Applicant's indemnification of the County, the Project Applicant shall provide and maintain at its own expense, during the term of this Agreement, or as may be further required herein, the following insurance coverages and provisions:

A. Evidence of Coverage
Prior to commencement of this Agreement, the Project Applicant shall provide a Certificate of Insurance certifying that coverage as required herein has been obtained.

Individual endorsements executed by the insurance carrier shall accompany the certificate. In addition, a certified copy of the policy or policies shall be provided by the Project Applicant upon request.

This verification of coverage shall be sent to the requesting County department, unless otherwise directed. The Project Applicant shall not receive the Grant Award under the Agreement until it has obtained all insurance required and such insurance has been approved by the County. This approval of insurance shall neither relieve nor decrease the liability of the Project Applicant.

B. Qualifying Insurers
All coverages, except surety, shall be issued by companies which hold a current policy holder's alphabetic and financial size category rating of not less than A- V, according to the current Best's Key Rating Guide or a company of equal financial stability that is approved by the County's Insurance Manager.

2321389.1 14537.002 Page 12 of 15 Rev. 8/2019
C. Notice of Cancellation
All coverage as required herein shall not be canceled or changed so as to no longer meet the specified County insurance requirements without 30 days' prior written notice of such cancellation or change being delivered to the County of Santa Clara or their designated agent.

D. Insurance Required

1. Commercial General Liability Insurance - for bodily injury (including death) and property damage which provides limits as follows:
a. Each occurrence - $1,000,000
b. General aggregate - $2,000,000
c. Products/Completed Operations aggregate - $2,000,000 d. Personal Injury - $1,000,000

2. General liability coverage shall include:
a. Premises and Operations
b. Products/Completed
c. Personal Injury liability
d. Severability of interest

3. General liability coverage shall include the following endorsement, a copy of which shall be provided to the County:

Additional Insured Endorsement, which shall read:
“County of Santa Clara, and members of the Board of
Supervisors of the County of Santa Clara, and the officers, agents, and employees of the County of Santa Clara,
individually and collectively, as additional insureds.” Insurance afforded by the additional insured endorsement shall apply as primary insurance, and other insurance maintained by the County of Santa Clara, its officers, agents, and employees shall be excess only and not contributing with insurance provided under this policy. Public Entities may also be added to the additional insured endorsement as applicable and the

2321389.1 14537.002 Page 13 of 15 Rev. 8/2019
Project Applicant shall be notified by the contracting department of these requirements.

4. Automobile Liability Insurance
For bodily injury (including death) and property damage which provides total limits of not less than one million dollars ($1,000,000) combined single limit per occurrence applicable to all owned, non-owned and hired vehicles. 4a. Aircraft/Watercraft Liability Insurance (Required if Project Applicant or any of its agents or subcontractors will operate aircraft or watercraft in the scope of the Agreement)
For bodily injury (including death) and property damage which provides total limits of not less than one million dollars ($1,000,000) combined single limit per occurrence applicable to all owned, non-owned and hired aircraft/watercraft.

5. Workers' Compensation and Employer's Liability Insurance a. Statutory California Workers' Compensation coverage including broad form all-states coverage.
b. Employer's Liability coverage for not less than one million dollars ($1,000,000) per occurrence.

E. Special Provisions
The following provisions shall apply to this Agreement:

1. The foregoing requirements as to the types and limits of insurance coverage to be maintained by the Project Applicant and any approval of said insurance by the County or its insurance consultant(s) are not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Project Applicant pursuant to this Agreement, including but not limited to the provisions concerning indemnification.

2. The County acknowledges that some insurance requirements contained in this Agreement may be fulfilled by self-insurance on the part of the Project Applicant. However, this shall not in any way limit liabilities assumed by the Project Applicant under this Agreement. Any self-insurance shall be approved in writing by the County upon satisfactory evidence of financial

2321389.1 14537.002 Page 14 of 15 Rev. 8/2019
capacity. Project Applicant’s obligation hereunder may be satisfied in whole or in part by adequately funded self-insurance programs or self-insurance retentions.

3. Should any of the work under this Agreement be sublet, the Project Applicant shall require each of its subcontractors of any tier to carry the aforementioned coverages, or Project Applicant may insure subcontractors under its own policies.

4. The County reserves the right to withhold payments to the Project Applicant in the event of material noncompliance with the insurance requirements outlined above.

Rev. 07/2012

2321389.1 14537.002 Page 15 of 15 Rev. 8/2019
EXHIBIT 3

CERTIFICATE OF INSURANCE
[The Project Applicant shall provide evidence of meeting the insurance requirements as shown in the County’s Insurance Exhibit attached.]

Item No. 5
Town of Atherton
CITY COUNCIL STAFF REPORT – CONSENT AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: SUNG KWON , TOWN PLANNER
DATE: MARCH 15, 2023
SUBJECT: 2022 GENERAL PLAN IMPLEMENTATION AND HOUSING

ELEMENT ANNUAL PROGRESS REPORT

RECOMMENDATION
It is recommended that the Council review and accept the Annual Progress Report (APR) and authorize its transmittal to the California Governor’s Office of Planning and Research (OPR) and the Californian Department of Housing and Community Development (HCD) pursuant to Section 65400 of the California Government Code.

BACKGROUND
The State of California Government Code 65400 et seq requires the preparation of an annual report to the local legislative body, the California Governor’s Office of Planning and Research (OPR) and the California Department of Housing and Community Development (HCD) describing the following:

1. The status of the local general plan and progress in its implementation.

2. The progress in meeting its share of regional housing needs.

3. The degree to which the local general plan complies with the adopted OPR guidelines.

4. The date of the last revision to the local general plan.

ANALYSIS
Status of the Atherton General Plan and Progress in its Implementation The Land Use, Circulation, Open Space and Conservation, Noise, and Community Safety Elements of the Atherton General Plan were updated between 2017 and 2020 and adopted by the City Council on January 15, 2020. The Housing Element is the only element required to be reviewed by HCD and has been found to be “in compliance” with the HCD review criteria. The Atherton City Council adopted the 2014-2022 Housing Element on March 18, 2015. Atherton is essentially built-out in accordance with the policies stated in the General Plan. The Sphere of Influence as adopted by the San Mateo Local Agency Formation Commission is coterminous with

2022 General Plan Implementation Report – Annual Report to HCD MARCH 15, 2023

the current City Limits. Essentially all of the existing parcels of land have been developed with land uses consistent with the General Plan. All of the streets and highways described in the General Plan are developed to their planned capacity. The entire infrastructure needed to serve the planned land uses and population is in place with sufficient capacity to accommodate the planned land uses and population.

Progress in meeting Atherton’s Share of Regional Housing Needs California Government Code (CGC) Section 65400(a)(2)B states that “The housing element portion of the annual report … shall be prepared through the use of forms and definitions adopted by the Department of Housing and Community Development …” The tables provided in Attachment 1 describe the progress made in meeting Atherton’s share of regional housing needs.

Table A lists planning permit applications for single family dwellings and accessory dwelling units that were filed in 2022. Table A2 summarizes building permits for housing units that were completed and issued a certificate of occupancy in the last year. Atherton’s 2015-2022 RHNA allocation was a total of 93 units. The Town has exceeded its RHNA allocation in both the very low and above moderate income categories. Twenty additional housing units (one single family dwelling and 19 ADUs) were completed in 2022. In the absence of information regarding the affordability levels for some of the new ADUs, 11 units have been placed in the above moderate income category (along with the one net new single family residence). The Town has a shortfall of 3 low income units and 6 moderate income units for the RHNA cycle as shown in Table B, although the total number of new housing units required has been exceeded. Table D summarizes last year’s progress on the adopted Housing Element implementation programs. The remaining tables are not applicable to Atherton.

Degree to which the Atherton General Plan complies with the Adopted OPR Guidelines OPR adopted General Plan Guidelines in 2003 for use by local jurisdictions in the preparation of their general plans. The Guidelines were updated in 2017. The Guidelines are permissive, not mandatory and are quite extensive. According to staff analysis, the 2019 Atherton General Plan is in compliance with the adopted OPR Guidelines.

Date of the Last Revision to the Atherton General Plan
The last revision to all elements except the Housing Element of the Atherton General Plan was adopted by the City Council on January 15, 2020. The 2014-2022 Housing Element was adopted on March 18, 2015. The 2023-2031 Housing Element Update was adopted by the Council on January 31, 2023, and is currently under review by HCD.

FISCAL IMPACT
All costs associated with this project are paid for by the Town of Atherton from the Contract Planner budget.

GOAL ALIGNMENT

2022 General Plan Implementation Report – Annual Report to HCD MARCH 15, 2023

This Report and its contents are in alignment with the following Council Policy Goals:
• Goal Area B – Preserve Small Town Character and Quality of Life • Goal Area F – Be Forward-Thinking, Well-Managed, and Well-Planned

POLICY FOCUS
The State of California Government Code Section 65300 requires each county and city to adopt a comprehensive, long-term general plan for the physical development of the county or city.

Government Code 65400 et seq requires the preparation of an annual report to the local legislative body, the California Governor’s Office of Planning and Research (OPR) and the California Department of Housing and Community Development (HCD) describing the status of the plan and progress in its implementation, the progress in meeting its share of regional housing needs, the degree to which the local plan complies with the adopted OPR guidelines, and the date of the last revision to the plan. This report is intended to comply with the requirement. There are no other outstanding policy issues related to this report.

PUBLIC NOTICE
Public notification was achieved by posting the agenda, with this agenda item being listed, at least 72 hours prior to the meeting in print and electronically. Information about the project is also disseminated via the Town’s electronic News Flash and Atherton Online. There are approximately 1,200 subscribers to the Town’s electronic News Flash publications. Subscribers include residents as well as stakeholders –to include, but be not limited to, media outlets, school districts, Menlo Park Fire Protection District, service provides (water, power, and sewer), and regional elected officials.

COMMISSION/COMMITTEE FEEDBACK/REFERRAL
This item has not been before a Town Committee or Commission

ATTACHMENTS

1. Housing Element Annual Progress Report

2. Analysis of Atherton General Plan with OPR Guidelines

Annual Progress Report January 2020
Jurisidiction Name
Reporting Calendar Year
First Name
Last Name
Title Click here to download APR Instructions
Email
Phone
Street Address
City
Zipcode
11_16_22
Optional: Click here to import last year's data. This is best used when the workbook is new and empty. You will be prompted to pick an old workbook to import from. Project and program data will be copied exactly how it was entered in last year's form and must be updated. If a project is no longer has any reportable activity, you may delete the project by selecting a cell in the row and typing ctrl + d.
80 Fairoaks Lane
Atherton
94027
Please Start Here
General Information
2022
Atherton
Contact Information
Suzanne
Avila
Consultant Principal Planner
[email protected]
4084775820
Mailing Address

Optional: This runs a macro which checks to ensure all required fields are filled out. The macro will create two files saved in the same directory this APR file is saved in. One file will be a copy of the APR with highlighted cells which require information. The other file will be list of the problematic cells, along with a description of the nature of the error.

Optional: Save before running. This copies data on Table A2, and creates another workbook with the table split across 4 tabs, each of which can fit onto a single page for easier printing. Running this macro will remove the comments on the column headers, which contain the instructions. Do not save the APR file after running in order to preserve comments once it is reopened.

Optional: This macro identifies dates entered that occurred outside of the reporting year. RHNA credit is only given for building permits issued during the reporting year.

Link to the online system: https://apr.hcd.ca.gov/APR/login.do Submittal Instructions
Please save your file as Jurisdictionname2022 (no spaces). Example: the city of San Luis Obispo would save their file as SanLuisObispo2022
Housing Element Annual Progress Reports (APRs) forms and tables must be submitted to HCD and the Governor's Office of Planning and Research (OPR) on or before April 1 of each year for the prior calendar year; submit separate reports directly to both HCD and OPR pursuant to Government Code section 65400. There are two options for submitting APRs:

1. Online Annual Progress Reporting System - Please see the link to the online system to the left. This allows you to upload the completed APR form into directly into HCD’s database limiting the risk of errors. If you would like to use the online system, email [email protected] and HCD will send you the login information for your jurisdiction. Please note: Using the online system only provides the information to HCD. The APR must still be submitted to OPR. Their email address is [email protected].

2. Email - If you prefer to submit via email, you can complete the excel Annual Progress Report forms and submit to HCD at [email protected] and to OPR at [email protected].

Please send the Excel workbook, not a scanned or PDF copy of the tables.

Jurisdiction Atherton ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 01/31/2015 - 01/31/2023
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining
2 3 4 6 7 8 9
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID+
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date Application
Submitted+
(see
instructions)
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low-Income
Deed
Restricted
Low-Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total PROPOSED
Units by Project
Total

APPROVED
Units by project
Total

DISAPPROVED
Units by Project
Was APPLICATION

SUBMITTED
Pursuant to GC
65913.4(b)?
(SB 35 Streamlining)
Ddi the housing
development
application seek
incentives or
concessions
pursuant to
Government Code
section 65915?
Summary Row: Start Data Entry Below 0 7 0 1 0 0 60 68 61 0 073-202-100 358 Walsh Rd IRB22-00001 SFD O 1/3/22 1 1 1 No No 073-202-100 358 Walsh Rd IRB22-00001 ADU R 1/3/22 1 1 1 No No 070-302-100 42 Camino Por Los
Arboles IRB22-00008 ADU R
1/4/22
1 1 1 No No
070-120-050 17 Tuscaloosa Ave IRB22-00010 SFD O 1/6/22 1 1 1 No No 059-302-050 71 Selby Ln IRB22-00021 SFD O 1/19/22 1 1 1 No No 074-130-480 95 Tallwood Ct IRB22-00031 ADU R 1/26/22 1 1 1 No No 070-161-090 83 Fairview Ave IRB22-00038 ADU R 2/1/22 1 1 1 No No 073-202-430 401 Fletcher Dr IRB22-00043 SFD O 2/8/22 1 1 1 No No 059-313-010 1 Nora Way IRB22-00044 SFD O 2/8/22 1 1 1 No No 059-313-010 1 Nora Way IRB22-00044 ADU R 2/8/22 1 1 1 No No 073-212-050 54 Reservoir Rd IRB22-00053 ADU R 2/22/22 1 1 2 1 No No 059-292-230 43 Amador Ave IRB22-00064 ADU R 3/1/22 1 1 1 No No 073-202-050 95 Sutherland Ave IRB22-00084 SFD O 3/14/22 1 1 1 No No 073-202-050 95 Sutherland Ave IRB22-00085 ADU R 3/14/22 1 1 1 No No 059-312-150 14 Almendral Ave IRB22-00088 ADU R 3/18/22 1 1 1 No No 061-053-010 46 Lilac Dr IRB22-00096 SFD O 3/24/22 1 1 1 No No 061-053-010 46 Lilac Dr IRB22-00096 ADU R 3/24/22 1 1 1 No No 061-053-010 46 Lilac Dr IRB22-00097 ADU R 3/24/22 1 1 1 No No 060-244-040 100 Fair Oaks Ln IRB22-00100 ADU R 3/28/22 1 1 1 No No 059-283-020 183 Patricia Dr IRB22-00103 SFD O 4/1/22 1 1 1 No No 073-213-020 439 Walsh Rd IRB22-00119 ADU R 4/13/22 1 1 1 No No 070-355-110 59 Michaels Way IRB22-00125 ADU R 4/22/22 1 1 1 No No 070-250-070 78 Alejandra Ave IRB22-00133 ADU R 4/28/22 1 1 1 No No 074-130-290 50 Tallwood Ct IRB22-00139 SFD O 5/3/22 1 1 1 No No 074-130-290 50 Tallwood Ct IRB22-00139 ADU R 5/3/22 1 1 1 No No 074-130-290 50 Tallwood Ct IRB22-00140 ADU R 5/3/22 1 1 1 No No 061-131-030 29 Irving Ave IRB22-00144 ADU R 5/4/22 1 1 1 No No 061-232-090 177 Toyon Rd IRB22-00147 ADU R 5/12/22 1 1 1 No No 073-230-110 297 Atherton Ave IRB22-00161 ADU R 5/18/22 1 1 1 No No 059-311-170 30 Adam Way IRB22-00163 SFD O 5/26/22 1 1 1 No No 059-311-170 30 Adam Way IRB22-00164 ADU R 5/26/22 1 1 1 No No 061-193-040 34 Linden Ave IRB22-00171 ADU R 5/31/22 1 1 1 No No 070-070-130 186 Atherton Ave IRB22-00178 ADU R 6/13/22 1 1 1 No No 070-090-120 80 Tuscaloosa Ave IRB22-00201 SFD O 6/30/22 1 1 1 No No Table A
Cells in grey contain auto-calculation formulas
1 5
Project Identifier Unit Types Proposed Units - Affordability by Household Incomes Density Bonus Law Applications 10 Housing Development Applications Submitted

Jurisdiction Atherton ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 5th Cycle 01/31/2015 - 01/31/2023
Table A2
Streamlining Infill
Housing without Financial
Assistance or Deed
Restrictions
Term of Affordability
or Deed Restriction Notes
2 3 5 6 8 9 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID+
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed Restricted
Low- Income
Deed Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed Restricted
Above
ModerateIncome
Entitlement
Date Approved # of Units issued
Entitlements
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed Restricted
Above
ModerateIncome
Building Permits
Date Issued
# of Units Issued
Building Permits
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed Restricted
Above
ModerateIncome
Certificates of
Occupancy or other
forms of readiness
(see instructions) Date
Issued
# of Units issued
Certificates of
Occupancy or
other forms of
readiness
How many of the
units were
Extremely Low
Income?+
Was Project
APPROVED using GC
65913.4(b)?
(SB 35 Streamlining)
Y/N
Infill Units?
Y/N+
Assistance Programs for
Each Development
(may select multiple -
see instructions)
Deed Restriction
Type
(may select multiple -
see instructions)
For units affordable without
financial assistance or deed
restrictions, explain how the
locality determined the units were
affordable
(see instructions)
Term of Affordability or
Deed Restriction (years) (if
affordable in perpetuity
enter 1000)+
Number of
Demolished/Destr
oyed Units
Demolished or
Destroyed Units
Demolished/Des
troyed Units
Owner or Renter
Total Density Bonus Applied to
the Project (Percentage
Increase in Total Allowable
Units or Total Maximum
Allowable Residential Gross
Floor Area)
Number of Other
Incentives, Concessions,
Waivers, or Other
Modifications Given to
the Project (Excluding
Parking Waivers or
Parking Reductions)
List the incentives,
concessions,
waivers, and
modifications
(Excluding Parking
Waivers or Parking
Modifications)
Did the project receive a
reduction or waiver of
parking standards? (Y/N)
Notes+
Summary Row: Start Data Entry Below 0 0 0 0 0 0 0 0 0 13 0 0 0 2 36 51 0 5 0 1 0 2 33 41 11 0 21 0 061-162-030 180 Hawthhorne Dr BP18-00867 ADU R 0 0 1 11/30/22 1 N survey 070-021-030 52 Euclid Ave BP19-00877 ADU R 0 0 1 6/9/22 1 N 073-201-090 95 Mesa Ct BP20-00343 ADU R 0 0 1 9/23/22 1 N 074-012-390 368 Camino Al
Lago BP20-00755 ADU R 0 0 1 3/11/22 1 N
061-111-020 163 Greenoaks Dr BP20-00846 ADU R 0 0 1 1/11/22 1 N 061-340-180 3 Surrey Ln BP21-00308 ADU R 0 0 1 10/11/22 1 N survey 061-350-080 98 Moulton Dr BP21-00608 ADU R 0 0 1 12/7/22 1 N survey 061-232-080 199 Toyon Rd BP20-00300 ADU R 0 0 1 8/4/22 1 N survey 060-172-290 77 Marsh Rd BP19-00515 ADU R 0 0 1 8/3/22 1 N survey 060-313-140 7 Fair Oaks Ln BP20-00159 ADU R 0 0 1 1/19/22 1 N survey 070-343-010 233 Park Ln BP17-00931 ADU R 0 0 1 1/4/22 1 N 060-323-070 41 Maple Ave BP18-00488 ADU R 0 0 1 2/28/22 1 N 070-060-070 111 Almendral Ave BP19-00085 ADU R 0 0 1 9/27/22 1 N 060-244-040 100 Fair Oaks Ln BP22-00240 ADU R 0 0 1 10/17/22 1 N survey 070-040-290 472 Selby Ln BP22-00240 ADU R 0 0 1 11/16/22 1 N 061-260-130 40 Parkwood Dr BP21-00168 ADU R 0 0 1 3/24/22 1 N 070-223-040 14 Isabella Ave BP21-00640 ADU R 0 0 1 8/25/22 1 N survey 070-151-100 275 Atherton Ave BP21-00640 ADU R 0 0 1 2/17/22 1 N 073-202-990 50 Belbrook Way BP17-00305 SFD O 0 0 1 3/16/22 1 N 1 Demolished O 073-220-060 93 Broadacres Rd BP19-00898 SFD O 0 0 1 7/26/22 1 N 1 Demolished O 061-232-080 199 Toyon Road BP20-00300 SFD O 0 0 1 8/4/22 1 N 1 Demolished O 061-061-040 338 Greenoaks Dr BP20-00310 SFD O 0 0 1 8/7/22 1 N 1 Demolished O 060-303-080 367 Lloyden Park
Ln BP20-00539 SFD O 0 0 1 9/19/22 1 N 1 Demolished O
060-172-290 77 Marsh Rd BP19-00515 SFD O 0 0 1 8/3/22 1 N 1 Demolished O 060-313-140 7 Fair Oaks Ln BP20-00539 SFD O 0 0 1 1/19/22 1 N 1 Demolished O 070-040-550 91 Fleur Pl BP16-00403 SFD O 0 0 1 6/14/22 1 N 1 Demolished O 070-080-270 141 Tuscaloosa
Ave BP16-00829 SFD O 0 0 1 8/17/22 1 N 1 Demolished O
070-310-040 55 Camino Por Los
Arboles BP-17-00429 SFD O 0 0 1 2/9/22 1 N 1 Demolished O 059-302-220 78 Shearer Dr BP17-00635 SFD O 0 0 1 4/19/22 1 N 1 Demolished O 060-191-120 66 Encina Ave BP18-00039 SFD O 0 0 1 1/31/22 1 N 1 Demolished O 061-232-100 167 Toyon Road BP18-00146 SFD O 0 0 1 7/29/22 1 N 1 Demolished O 061-162-030 180 Hawthorne Dr BP18-00865 SFD O 0 0 1 11/30/22 1 N 1 Demolished O 070-040-120 2 Fleur Pl BP19-00057 SFD O 0 0 1 5/20/22 1 N 1 Demolished O 070-040-640 239 Polhemus Ave BP19-00342 SFD O 0 0 1 9/23/22 1 N 1 Demolished O 070-080-250 149 Tuscaloosa
Ave BP19-00600 SFD O 0 0 1 8/26/22 1 N 1 Demolished O
073-201-090 95 Mesa Ct BP20-00342 SFD O 0 0 1 9/23/22 1 N 1 Demolished O 074-012-390 368 Camino Al
Lago BP20-00754 SFD O 0 0 1 11/16/22 1 N 0 O 1 net new unit 070-343-010 233 Park Ln BP17-00931 SFD O 0 0 1 1/4/22 1 N 1 Demolished O 060-323-070 41 Maple Ave BP18-00488 SFD O 0 0 1 2/28/22 1 N 1 Demolished O 070-060-070 111 Almendral Ave BP19-00085 SFD O 0 0 1 9/27/22 1 N 1 Demolished O 070-371-160 89 Douglas Way BP20-0651 SFD O 0 1 6/30/22 1 0 1/0/00 N 070-330-120 234 Park Ln BP21-00127 SFD O 0 1 3/7/22 1 0 1/0/00 N 070-012-080 269 Stockbridge
Ave BP21-00586 SFD O 0 1 5/18/22 1 0 1/0/00 N
070-162-070 282 Camino Al
Lago BP21-00670 SFD O 0 1 3/17/22 1 0 1/0/00 N
070-031-090 301 Fletcher Dr BP21-00726 SFD O 0 1 9/6/22 1 0 1/0/00 N 074-040-220 349 Walsh Rd BP21-0826 SFD O 0 1 7/19/22 1 0 1/0/00 N 074-020-220 349 Walsh Rd BP21-00827 ADU R 0 1 7/19/22 1 0 1/1/00 N survey 061-133-020 24 Hawthorne Dr BP21-00852 SFD O 0 1 7/7/22 1 0 1/0/00 N 061-133-020 24 Hawthorne Dr BP21-00852 ADU R 0 1 7/7/22 1 0 1/1/00 N survey 073-181-080 94 Melanie Ln BP21-00869 SFD O 0 1 5/18/22 1 0 1/0/00 N 073-181-080 94 Melanie Ln BP21-00870 ADU R 0 1 5/18/22 1 0 1/0/00 N 074-130-300 86 Tallwood Ct BP21-00878 SFD O 0 1 1/19/22 1 0 1/0/00 N 070-330-150 180 Elena Ave BP21-00988 SFD O 0 1 2/25/22 1 0 1/0/00 N 070-330-150 180 Elena Ave BP21-00988 ADU R 0 1 2/25/22 1 0 1/0/00 N survey 073-181-510 67 Melanie Ln BP21-0893 SFD O 0 1 4/25/22 1 0 1/0/00 N 073-202-100 358 Walsh Rd B21-00826 SFD O 0 1 4/21/22 1 0 1/0/00 N 073-202-100 358 Walsh Rd B21--00827 ADU R 0 1 4/21/22 1 0 1/1/00 N survey 061-184-040 96 Laburnum Rd B22-00051 SFD O 0 1 6/9/22 1 0 1/0/00 N 059-313-010 1 Nora Way B22-00063 SFD O 0 1 11/9/22 1 0 1/0/00 N 059-313-010 1 Mora Way B22-00063 ADU R 0 1 11/9/22 1 0 1/1/00 N survey 061-113-050 154 Greenoaks Dr B22-00095 SFD O 0 1 6/3/22 1 0 1/0/00 N 061-113-050 154 Greenoaks Dr B22-00095 ADU R 0 1 6/3/22 1 0 1/0/00 N 061-152-020 28 Laburnum Rd B22-000142 SFD O 0 1 8/16/22 1 0 1/0/00 N 059-283-020 183 Patricia Dr B22-000282 SFD O 0 1 9/20/22 1 0 1/0/00 N 059-282-130 196 Patricia Dr B22-00282 SFD O 0 1 5/23/22 1 0 1/0/00 N 059-282-130 196 Patricia Dr B22-00282 ADU R 0 1 5/23/22 1 0 1/0/00 N survey 070-040-470 81 Clay Dr B22-00337 SFD O 0 1 5/24/22 1 0 1/0/00 N 070-341-130 282 Park Ln B22-00400 SFD O 0 1 7/22/22 1 0 1/0/00 N 059-302-050 71 Selby Ln B22-00438 SFD O 0 1 8/17/22 1 0 1/0/00 N 061-054-020 124 James Ave B22-00552 SFD O 0 1 10/19/22 1 0 1/0/00 N 059-281-150 158 Stockbridge
Ave B22-00581 SFD O 0 1 12/14/22 1 0 1/0/00 N
070-120-050 17 Tuscaloosa Ave B22-00606 SFD O 0 1 10/25/22 1 0 1/0/00 N 070-260-040 275 Camino Al
Lago B22-00656 SFD O 0 1 10/26/22 1 0 1/0/00 N
070-260-040 275 Camino Al
Lago B22-00656 ADU R 0 1 10/26/22 1 0 1/0/00 N survey
070-022-300 211 Stockbridge
Ave B22-00822 SFD O 0 1 12/12/22 1 0 1/0/00 N
070-022-300 211 Stockbridge
Ave B22-00822 ADU R 0 1 12/12/22 1 0 1/0/00 N
070-330-120 234 Park Ln BP21-00128 ADU R 0 1 3/7/22 1 0 1/0/00 N 070-0310140 368 Stevick Dr BP21-00244 ADU R 0 1 9/13/22 1 0 1/0/00 N 061-232-070 47 Ringwood Ave BP21-00870 ADU R 0 1 1/18/22 1 0 1/0/00 N 060-312-130 78 Normandy Ln BP21-0819 ADU R 0 1 5/11/22 1 0 1/0/00 N 059-172-260 2 Selby Ln BP21-00839 ADU R 0 1 2/18/22 1 0 1/0/00 N 070-090-300 54 Tuscaloosa Ave BP21-00886 ADU R 0 1 4/22/22 1 0 1/1/00 N survey 073-212-050 54 Reservoir Rd BP232-00107 ADU R 0 1 7/15/22 1 0 1/1/00 N survey 061-232-090 177 Toyon Rd B22-00336 ADU R 0 1 11/1/22 1 0 1/1/00 N survey 070-040-470 81 Clay Dr B22-00339 ADU R 0 1 5/24/22 1 0 1/0/00 N survey 061-193-040 34 Linden Ave B22-00417 ADU R 0 1 10/18/22 1 0 1/1/00 N survey 060-291-120 49 Wilburn Ave B22-00466 ADU R 0 1 7/28/22 1 0 1/1/00 N survey 070-161-090 83 Fairview Ave B22-00550 ADU R 0 1 10/20/22 1 0 1/1/00 N survey 070-250-070 78 Alejandra Ave B22-00664 ADU R 0 1 11/1/22 1 0 1/0/00 N 070-211-480 61 Edwards Ln B22-00695 ADU R 0 1 12/16/22 1 0 1/0/00 N 059-282-130 196 Patricia Dr B22-00282 ADU R 0 1 5/23/22 1 0 1/1/00 N survey 073-213-140 6 Knoll Vis B18-00202 ADU R 0 0 1 10/25/22 1 1/0/00 N 0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
Note: "+" indicates an optional field
Housing with Financial Assistance and/or
Deed Restrictions Project Identifier Demolished/Destroyed Units Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10

Jurisdiction Atherton ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 01/31/2015 - 01/31/2023
1 Projection Period 3 4
RHNA Allocation by
Income Level 2015 2016 2017 2018 2019 2020 2021 2022 2023 Total Units to Date (all years) Total Remaining RHNA
by Income Level
Deed Restricted - 12 - - - - - - - -
Non-Deed Restricted - - 5 6 3 8 20 18 1 -
Deed Restricted - - - - - - - - 1 -
Non-Deed Restricted - - 3 5 2 2 5 5 - -
Deed Restricted - - - - - - - - - -
Non-Deed Restricted - - 2 - 1 - 9 9 2 -
Above Moderate 3 - - 5 25 28 19 25 30 11 - 143 -
93 - 12 15 36 34 29 59 62 15 - 262 9
5 6 7
Extremely low-Income
Need 2015 2016 2017 2018 2019 2020 2021 2022 2023 Total Units to Date Total Units
Remaining
18 - - - 1 4 18 16 5 - 44 -
3 Please note: For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will only include units that were permitted since the start of the planning period. Projection Period units are in a separate column.

Total RHNA
Total Units
Income Level
Very Low
Low
Extremely Low-Income Units*
Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as very low-income units in section 7 of Table A2. They must also be reported in the extremely lowincome category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1). 3 Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1).

Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected].
6 73
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs.
23 Moderate
35 26
29 Please contact HCD if your data is different than the material supplied here 23 2
Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
-

Jurisdiction Atherton ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 01/31/2015 - 01/31/2023
Date of Rezone Rezone Type
2 4 5 6 7 9 10 11
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+ Date of Rezone Very Low-Income Low-Income Moderate-Income Above ModerateIncome Rezone Type Parcel Size
(Acres)
General Plan
Designation Zoning Minimum Density Allowed
Maximum
Density Allowed
Realistic
Capacity Vacant/Nonvacant Description of Existing Uses
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Summary Row: Start Data Entry Below
3 8
Project Identifier RHNA Shortfall by Household Income Category Sites Description 1 Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Table C

Jurisdiction Atherton
Reporting Year 2022 (Jan. 1 - Dec. 31)
1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation Sec. 3.612 Market Rate
Housing Construction 3 new Above Market Rate units 2015-22 1 net new unit constructed this year; objective not met for 2022, however, objective has been exceeded for this housing cycle.

Sec. 3.621 Second Dwelling
Unit (ADU) Program
40 new Extremely Low to Moderate Income
units 2015-22 18 ADU's constructed and an additional XX ADU's entitled in 2022. A total of 133 ADU's have been constructed since 2015. Objective met and exceeded.

Sec. 3.631 Faculty and
Student Housing Program
27 new faculty units and 63 new student
housing units in extremely low to moderate
income ranges
2015-22 288 unit residence hall constructed on Menlo College campus; new student housing goal exceeded.

Sec. 3.641 Facilitate and
expidite the rehabilitation
and conservation of existing
units
On-going and permit issuance 2015-22 107 permits were issued in 2022 for improvement, rehabilitation and conservation of housing units.

Sec. 3.651 Housing
Opportunities for
handicapped and low and
moderate income and
homeless
Enforce UBC regulations for handicapped
access
2015-22 On-going program
Sec. 3.661 Meeting the
needs of seniors
Enforce UBC regulations for handicapped
access, support conservation of senior
housing
2015-22 On-going program

3.671 Nondiscrimination in
housing
Eliminate discrimination in housing to the
extent feasible through Town actions 2015-22 On-going program Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.

Table D
Program Implementation Status pursuant to GC Section 65583

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation

Annual Progress Report January 2020
Jurisdiction Atherton ANNUAL ELEMENT PROGRESS REPORT
Reporting Period 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 01/31/2015 - 01/31/2023
Description of Commercial
Development Bonus
Commercial Development Bonus
Date Approved
3 4
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of Commercial
Development Bonus
Commercial Development Bonus
Date Approved
Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Note: "+" indicates an optional field
Project Identifier
1 2
Cells in grey contain auto-calculation
formulas
(CCR Title 25 §6202)

Annual Progress Report January 2020
Jurisdiction Atherton ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 5th Cycle 01/31/2015 - 01/31/2023
The description should adequately document how each
unit complies with subsection (c) of Government Code
Section 65583.1+.

For detailed reporting requirements, see the chcklist
here:

Extremely LowIncome+ Very Low-Income+ Low-Income+ TOTAL UNITS+Extremely LowIncome+Very LowIncome+ Low-Income+ TOTAL UNITS+ https://www.hcd.ca.gov/communitydevelopment/docs/adequate-sites-checklist.pdf Rehabilitation Activity
Preservation of Units At-Risk
Acquisition of Units
Mobilehome Park Preservation
Total Units by Income
Table F
Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.

Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD to receive the password that will enable you to populate these fields.

Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c)

Jurisdiction Atherton ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field
Reporting Period 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 5th Cycle 01/31/2015 - 01/31/2023
Notes
2 3 6
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID+
Unit Category
(2 to 4,5+)
Tenure
R=Renter
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate- Income
Deed Restricted
Moderate- Income
Non Deed
Restricted
Above
ModerateIncome
Total Moderate Income Units
Converted from Above
Moderate
Date Converted Notes
Summary Row: Start Data Entry Below
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning agency may include the number of units in an existing multifamily building that were converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restrictions for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Government Code 65400.2(b). 5 Project Identifier Unit Types
1 4
Affordability by Household Incomes After Conversion Units credited toward Above Moderate RHNA

Jurisdiction Atherton
Reporting Period 2022 (Jan. 1 - Dec. 31)
Planning Period 5th Cycle 01/31/2015 - 01/31/2023 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation
2 3 4
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Realistic Capacity
Identified in the
Housing Element
Entity to whom the site
transferred Intended Use for Site
1 Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation
formulas
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
NOTE: This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting year.

Jurisdiction Atherton Note: "+" indicates an optional field Reporting Period 2022 (Jan. 1 - Dec. 31)
Cells in grey contain auto-calculation
formulas
Designation Size Notes
1 2 3 4 5 6 7
APN Street Address/Intersection Existing Use Number of Units Surplus Designation
Parcel Size (in
acres) Notes
NOTE: This table is meant to contain an invenory of ALL surplus/excess lands the reporting jurisdiction owns
Summary Row: Start Data Entry Below
Parcel Identifier

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Table H
Locally Owned Surplus Sites
For San Mateo County jurisdictions, please format the APN's as follows:999-999-999

Annual Progress Report January 2020
Jurisdiction Atherton ANNUAL ELEMENT PROGRESS REPORT
Note: "+" indicates an
optional field
Reporting Period 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain
auto-calculation
formulas
Planning Period 5th Cycle 01/31/2015 - 01/31/2023
Project Type Date
2 3
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+ Activity Date Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Table I
Units Constructed Pursuant to Government Code 65852.21 and Applications for Lot Splits Pursuant to Government Code 66411.7 (SB9) NOTE: SB 9 PROJECTS ONLY. This table only
needs to be completed if there were lot splits
applied for pursuant to Government Code 66411.7
OR units constructed pursuant to 65852.21.

Units entitled/permitted/constructed must also be
reported in Table A2. Applications for these units
must be reported in Table A.

Summary Row: Start Data Entry Below
Project Identifier Unit Constructed
1 4

Annual Progress Report January 2020
Jurisdiction Atherton ANNUAL ELEMENT PROGRESS REPORT
Reporting Period 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 01/31/2015 - 01/31/2023
Project Type Date
2 3
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Unit Category
(SH - Student Housing) Date Very Low- Income Deed Restricted Very Low- Income
Non Deed
Restricted
Low- Income Deed
Restricted
Low- Income Non
Deed Restricted
Moderate- Income
Deed Restricted
Moderate- Income
Non Deed
Restricted
Above
ModerateIncome
Summary Row: Start Data Entry Below
Note: "+" indicates a
Cells in grey contain auto-
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Project Identifier Units (Beds/Student Capacity) Approved 1 4
NOTE: STUDENT HOUSING WITH DENSITY BONUS ONLY. This table only needs to be completed if there were student housing projects WITH a density bonus approved pursuant to Government
Code65915(b)(1)(F)

Jurisdiction Atherton
Reporting Year 2022 (Jan. 1 - Dec. 31)
Planning Period 5th Cycle 01/31/2015 - 01/31/2023
Current Year
Deed Restricted 0
Non-Deed Restricted 13
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 2
36 51
Units by Structure Type Entitled Permitted Completed
SFA 0 0 0
SFD 20 26 22
2 to 4 0 0 0
5+ 0 0 0
ADU 42 25 19
MH 0 0 0
Total 62 51 41
Only 1 net new SFD (21 projects included demolition of a SFD) 68 68
62 Income Level
Very Low
Low
Moderate
Above Moderate
Total Housing Applications Submitted:

Number of Proposed Units in All Applications Received:

Total Housing Units Approved:

Total Units
Housing Applications Summary
Note: Units serving extremely low-income households are included in the very low-income permitted units totals Building Permits Issued by Affordability Summary

0 0
0 0
0 Income Rental Ownership Total
Very Low 0 0 0
Low 0 0 0
Moderate 0 0 0
Above Moderate 0 0 0
Total 0 0 0
Cells in grey contain auto-calculation formulas
Units Constructed - SB 35 Streamlining Permits
Number of Streamlining Applications Approved
Total Developments Approved with Streamlining
Total Units Constructed with Streamlining
Total Housing Units Disapproved:

Use of SB 35 Streamlining Provisions
Number of Applications for Streamlining

Analysis of Atherton General Plan (AGP) with Adopted Office of Planning and Research (OPR) Guidelines February 15, 2023
OPR Guideline Requirement
(to the extent that it is relevant)1
Reference of Comment Degree of Compliance
Contains all 7 mandatory elements AGP contains Land Use, Circulation, Housing, Open Space and Conservation, Noise and
Community Safety Elements.

Full
Plan is integrated and internally consistent All elements include a section entitled “Relation to Other Elements” describing how each is
integrated and internally consistent.

Full
Land Use Element
Contains a Land Use Diagram in sufficient detail to
describe land use proposals
AGP contains a Land Use Diagram with sufficient
detail to describe land use proposals. Pg. LU-17 Full
Shows distribution of housing, business and industry AGP Land Use Diagram shows proposed residential, parks, open spaces, public facilities
and schools uses. Business and industry are not
permitted in Atherton. Pg. LU-17
Full
Distribution of open space including agriculture AGP Land Use Diagram shows proposed open space uses. There is no agricultural land in
Atherton, however, the topic is addressed. Pg.

LU-17
Full
Distribution of mineral resources There are no mineral resources in Atherton, however, the topic is addressed.

Full
Distribution of recreation facilities and opportunities AGP Land Use Diagram, pg. LU-17, the Land Use Element text, pg. LU-9-10, and the Open Space
and Conservation Element, pg. OSC-52-56
describe the distribution of recreation facilities
and opportunities.

Full
Location of education facilities AGP Land Use Diagram, pg. LU-17, the Land Use Element text, pg. LU-11, and the Open Space
Full

and Conservation Element text pg. OSC-56
describe the location of education facilities.

Location of public buildings and grounds AGP Land Use Diagram, pg. LU-17, the Land Use Element text, pg. LU-10-11 describe the location
of public buildings and grounds.

Full
Location of solid and liquid waste facilities The Land Use Element text, pg. LU-12-13 describes the location of solid and liquid waste
facilities.

Full
Identification of areas subject to flooding The Land Use Element text, pg. LU-13 identifies areas subject to flooding.

Full
Identification of Timber Preserve Zone lands There are no Timber Preserve Zone lands in Atherton.

N/A
Contains standards for population intensity and
building intensity
The Land Use Element text and table, pg. LU-9
contains standards for population intensity and
building intensity.

Full
Circulation Element
Contains definitions and descriptions of: The Circulation Plan Diagram, pg. CIR-36 and the Circulation Element text, pg. CIR-20, 27-29
define and describe major thoroughfares;
freeways, highways, minor arterials, collectors,
local streets and street standards.

Full
Major Thoroughfares The Circulation Plan Diagram, pg. CIR-36 and the Circulation Element text, pg. CIR-20, 27-29
define and describe major thoroughfares;
freeways, highways, minor arterials, collectors,
local streets and street standards.

Full
Transportation Routes The Circulation Diagram pg. CIR-36 and the Circulation Element text, pg. CIR20-26 defines
and describes transportation routes.

Full
Terminals The Circulation Element text, pg. CIR-25, defines and describes the local rail terminals.

Full

Other local public utilities and facilities including
airports and parking
The Circulation Element text, pg. CIR-20-26
defines and describes scenic roadways, transit
and rail traffic, bicycle and pedestrian facilities.

There are no airports close to Atherton
Full
Housing Element
See Attachment 1 – 2022 APR
Open Space and Conservation Element
The Conservation Element should address water and
its hydraulic force, forests, soils, rivers and other
waters, harbors, fisheries, wildlife, minerals and other natural resources
There are no rivers, harbors, fisheries or
commercial mineral resources in Atherton. The
AGP Open Space and Conservation Element
text, pg. OSC-53-56 addresses protection of
scenic resources, significant stands of natural
vegetation, wildlife habitat, sensitive
environmental resources (e.g. streambeds), and
archaeological resources.

Full
The Open Space Element should address open space
for the preservation of natural resources, for the
managed production of resources, for outdoor
recreation, for public health and safety, for military
support and for tribal resources
AGP Open Space and Conservation Element
text, pg. OSC-53-56, the Land Use Diagram, pg.

LU-17 and the Land Use Element text, pg. LU-9-
10 address open space for the preservation of
natural resources, for the managed production
of resources, for outdoor recreation, for public
health and safety, for military support and for
tribal resources.

Full
The Open Space Element should contain an open
space action program
AGP Open Space and Conservation Element
text, pg. OSC-66-67 contains an Open Space
Action Program.

Full
Noise Element
Issues to be addressed include:

Major noise sources, both mobile and stationary AGP Noise Element text, pg. NOI-40-42 describes the major community noise sources.

Full

Existing and projected levels of noise and noise
contours for major noise sources
AGP Noise Element Existing and Future Noise
Contours diagrams, pg. NOI-47 & 48 provide
existing and projected noise contours for major
noise sources.

Full
Existing and projected land uses and locational
relationship to existing and projected noise sources
AGP Noise Element text, pg. NOI-42-43
describes the existing and projected land uses
and locational relationship to existing and
projected noise sources.

Full
Existing and proposed sensitive receptors, including
hospitals, convalescent homes, schools, churches and
sensitive wildlife habitat
AGP Noise Element Table N-2, pg. NOI-42
describes standards for sensitive receptors,
including hospitals, convalescent homes,
schools, churches and sensitive wildlife habitat.

Full
The extent of “noise problems in the community” AGP Noise Element text, pg. NOI-43-44 describes the extent of “noise problems in the
community”.

Full
Method of noise attenuation AGP Noise Element text, pg. NOI-45-46 describes noise mitigation measures.

Full
Implementation measures and possible solutions that
address existing and foreseeable noise problems
AGP Noise Element text, pg. NOI-45-46
describes implementation measures and
possible solutions that address existing and
foreseeable noise problems.

Full
Community Safety Element
Issues to be address include:

Seismically induced surface rupture, ground shaking,
ground failure, tsunami, seiche, and dam failure
AGP Community Safety Element text, pg. CS-72-
74 addresses seismically induced surface
faulting, ground shaking, ground failure,
tsunami, water waves (seiche), and dam failure.

Full
Slope instability leading to mudslides and landslides AGP Community Safety Element text, pg. CS-75 addresses slope instability leading to mudslides
and landslides.

Full

Subsidence, liquefaction, and other seismic hazards
identified on seismic hazard maps
AGP Community Safety Element text, pg. CS-75
addresses subsidence, liquefaction, and other
seismic hazards identified on seismic hazard
maps.

Full
Flooding AGP Community Safety Element text, pg. CS-75-
76 addresses flooding.

Full
Wildland and urban fires AGP Community Safety Element text, pg. CS-76- 77 addresses major fire incidents.

Full
Evacuation routes AGP Community Safety Element text, pg. CS-78 & 80 addresses evacuation routes.

Full
Peak load water supply requirements AGP Community Safety Element text, pg. CS-78 addresses peak load water supply requirements.

Full
Minimum road widths and turnouts AGP Circulation Element text, pg. CIR-29 addresses minimum road widths.

Full
Clearances around structures AGP Community Safety Element text, pg. CS-76- 77 addresses clearances around structures
including defensible spaces, home ignition
zones and weed abatement.

Full
1 Language from the OPR Guidelines.

Item No. 6
Town of Atherton
CITY COUNCIL STAFF REPORT – CONSENT AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ROBERT BARRON III, FINANCE DIRECTOR
DATE: MARCH 15, 2023
SUBJECT: AUTHORIZE THE CITY MANAGER TO EXECUTE A

PROFESSIONAL SERVICES AGREEMENT WITH CAPITAL

ACCOUNTING PARTNERS, LLC REGARDING UPDATING THE
TOWN’S COST ALLOCATION PLAN AND MASTER FEE

SCHEDULE

RECOMMENDATION
It is recommended that the Council authorize the City Manager to execute a contract agreement with Capital Accounting Partners, LLC (CAP) for professional services regarding updating the Town’s Cost Allocation Plan and Master Fee Schedule for a fixed cost not to exceed $33,710.

BACKGROUND
The Town last adopted a Cost Allocation Plan in 2013. The results of that Plan inform the development of the Town’s Master Fee Schedule. The Master Fee Schedule includes all fees charged by all Town Departments. It was recommended that the Town update the Cost Allocation Plan once the Town Center completed and there was sufficient data related to administrative overhead (facility costs). The last increase to the Master Fee Study was in 2020 and the schedule of fees were adjusted to reflect accumulated CPI adjustments. No changes were made to valuationdriven fees (Building and Plan Check Fees) until a new cost study is performed. Valuation-driven fees, such as Building Permit fees and Plan Check fees, have remained consistent with the market since 2013. These fees will be reviewed during this phase of the comprehensive Fee Study.

A detailed Cost Allocation Plan provides detailed cost analyses on which to base new fees. The Cost Allocation Plan will assess the costs and cost recovery of user fees. The plan will focus on reviewing and revising the Town’s comprehensive cost allocation plans, calculation of fully burdened staff rates, with the underlying focus to update the Town Master Fee Schedule (MFS).

Part of the plan will include a user fee study that updates each Town service, its full cost, the cost currently being recovered, and the recommended cost recovery levels.

ANALYSIS

Cost Allocation Study
MARCH 15, 2023

There is sufficient data to assess the Town’s current environment with new facilities, operational needs and costs to provide its core municipal services. The plan is necessary as it is an analysis which distributes the general government and support services of the Town to the direct services and activities provided to the public. The intent is to align cost recovery for services provided with updated costs metrics that for the better part of the last several years have remained static. The fee study will help evaluate current fee structures and may identify new fee areas and revenue sources.

A Request for Proposal (RFP) was issued on February 16, 2023. The following three (3) consulting firms responded to the Town’s RFP.

Vendor Bid Amount
Matrix Consulting Services $37,000
Capital Accounting Partners $33,710
Clear Source Financial Consultants $29,520
The Town’s management team, including Public Works Director, Finance Director, and Deputy City Manager/City Clerk conducted a review of all proposals. Based on review, all are professionally qualified firms with experience in cost allocation plan and user fee studies. Staff is recommending that the City Council award the contract to Capital Accounting Partners, LLC.

Staff anticipates a completed study and proposed fees to Master Fee Schedule to be adopted at a Public Hearing to tentatively coincide with the adoption of the FY 2023/24 Budget in June 2023

FISCAL IMPACT
None. Any proposed fee adjustments would be incorporated into the Town’s Master Fee Schedule and would be reflected in the FY 2023/24 Budget for anticipated revenues. The cost for the Study was contemplated as part of the FY 2022/23 Operating Budget.

GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:
• Goal Area A – Maintain Fiscal Responsibility

POLICY FOCUS
The City Council’s policy discussion should revolve around ensuring the Town’s compliance with Proposition 26 which requires the Town’s fees to be set at or below full cost recovery.

PUBLIC NOTICE
Public notification was achieved by posting the agenda, with this agenda item being listed, at least 72 hours prior to the meeting in print and electronically. Information about the project is also disseminated via the Town’s electronic News Flash and Atherton Online. There are approximately 1,200 subscribers to the Town’s electronic News Flash publications. Subscribers include residents

Cost Allocation Study
MARCH 15, 2023

as well as stakeholders –to include, but be not limited to, media outlets, school districts, Menlo Park Fire Protection District, service provides (water, power, and sewer), and regional elected officials.

COMMISSION/COMMITTEE FEEDBACK/REFERRAL
This item has not been before a Town Committee or Commission

ATTACHMENTS

1. Proposal from Capital Accounting Partners

Town of Atherton,
Proposal to Provide a Full Cost
Allocation Plan and User Fee Study
March 3, 2023
Capital Accounting Partners, LLC
3570 Buena Vista Drive
Sacramento, CA 95864
(916) 670-0001

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page i
Table of Contents
Letter of Transmittal.......................................................................................................................................................2 Executive Summary ........................................................................................................................................................4 Company General Information..............................................................................................................................6 Qualifications and Experience of the Firm ........................................................................................................6 Qualifications and Experience of Proposed Project Team..........................................................................7 Work Plan...........................................................................................................................................................................9 Full Indirect Cost Allocation Plan..........................................................................................................................9 Calculating Productive Hourly Rates................................................................................................................ 10 Preparing the User Fee Study ............................................................................................................................. 10 Phase 1: Pre-Project Planning............................................................................................................................. 10 Phase 2: Calculating the Cost of User Fees.................................................................................................... 11 Phase 3: Implementation...................................................................................................................................... 14 E. Fees............................................................................................................................................................................... 17 F. References.................................................................................................................................................................. 19 Appendix – Full Resumes: ......................................................................................................................................... 22 Nicolie Lettini, MBA – Primary Cost Plan Consultant................................................................................. 22 Daniel B. Edds, MBA, PMP – Primary User Fee Consultant...................................................................... 23

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 2
Letter of Transmittal
March 3, 2023
Town of Atherton
Robert Barron, lll
Finance Department
80 Fair Oaks Lane
Atherton, CA 94027
Re: Full Cost Allocation Study, Staff Hourly Rate Calculations, and User Fee Study Capital Accounting Partners, LLC (CAP) is very pleased to provide for your consideration our proposal to provide an Indirect Cost Allocation Plan, calculations of staff productive hourly rates, and conduct a Comprehensive User Fee Study. These services are the exclusive focus of CAP. With this specialization, we can produce the highest value for the resources invested. The two consultants bring more than fortyfive years of combined public-sector consulting. This experience includes preparing over 1000 cost allocation plans and nearly 90 user fee studies.

Capital Accounting Partner's key individuals
The individuals listed below are the same partners involved in conducting a similar project for the Town of Atherton in 2013.

Nicky Lettini, MBA is the owner & principal consultant. She will be managing the preparation of the cost allocation plans. Nicky has:
• Prepared over 1000 complete cost plans and cost of service analysis in her twenty years of consulting; and
• Defended numerous cost plans and ICRP/ICAP with auditors and cognizant agencies and has succeeded in all of them.

Daniel Edds, MBA, will be the principal consultant on the user fee study. Besides twenty-five years of experience consulting with local and State government agencies, Dan brings several specialized skills to the Town of Atherton:
• Senior Baldrige Quality Criteria examiner;
• Certified group facilitator;
• Certified in strategic planning; and
• Author of articles on the role of user fees in municipal government.

Why Capital Accounting Partners?
Capital Accounting Partners has extensive experience, skills, talent, and the most reliable software platform to complete this project to your specifications and satisfaction. The following will outline a few of the benefits you will receive by working with CAP:

Experience: Consultants assigned to this project have over forty-five years of experience in preparing cost allocation plans and user fee studies.

Partnership: We believe a true partnership in the approach produces better results.

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 3
Quality: With our designed processes and state-of-the-art software, the Town can be confident the results are accurate and thoroughly defensible.

Efficiency: Our designed processes have been developed throughout our experience to eliminate wasted effort and deliver your project on time and on budget.

Transparency: Transparency. Our systems and approach are designed for transparent results and analysis.

Additional factors to take into consideration during your evaluation of the proposal are:

Small Business Certification (#0046082) – Capital Accounting Partners, LLC has received certification from the Office of Small Business and DVBE Services, Procurement Division, Department of General Services, State of California. In addition, we are a majority woman-owned business.

Thank you for the opportunity to submit this proposal. We look forward to working with you and developing a process that will allow additional reimbursements into the Town of Atherton's General Fund that can help provide resources in areas that may be lacking.

Sincerely,
Nicolie Lettini, MBA
Owner
Questions regarding this proposal can be addressed to:

Dan Edds
425.269.8854
[email protected]

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 4
Executive Summary
Our Client's Experience
Capital Accounting Partners was incorporated in 2007 to provide high-quality indirect cost allocation plans and user fee studies. After serving national and regional firms, Capital Accounting Partners was incorporated to provide our clients with a more personal and "hands-on" experience. We felt there was room for a quality approach providing more than "just a number." Consistently, we hear, "you ask us excellent questions." Consequently, our success is built on the rather simple idea – the customer experience is essential. We approach each project from the view that front-line staff, building inspectors, plan reviewers, budget analysts, and external stakeholders all have a valuable "voice" and perspective.

Thus, our systems and processes are designed to capture those voices.

Our Results – Telling a Story
In our view, data analysis tells a story, and we want to communicate that story well. For example, recent projects have told different stories:
• Our work resulted in funding being to fire prevention budgets to improve public safety. • Our work has resulted in a state legislative committee recommending the status of a Public Nonprofit Benefit Corporation be maintained rather than creating a new state agency.

Our Experience
The team we propose to the Town of Atherton is one of the most experienced on the West Coast.

Nicky Lettini (owner of firm) has personally prepared over 1000 indirect cost allocation plans. In addition, she has the perspective and experience of having defended numerous cost plans and ICRP/ICAP with auditors and cognizant agencies and has succeeded in all of them.

Dan Edds (partner in the firm) has personally conducted over ninety user fee studies with most of them having a development services component. In addition, he brings the added experience of expertise in process and project management. He is a certified Project Manager Professional (PMP) and a certified lean practitioner.

Maximizing Cost Recovery, Improving Customer Service, and Funding Critical Services
From reading the RFP and our experience, we understand that the Town desires to capture as much cost into its fee structure as reasonably possible. To do this, it needs a high-quality indirect cost allocation plan (full cost plan), and a fully compliant Super Circular 2 CFR 200 plan to recover overhead on State and Federal grants.

We have seen the devastating impacts when cities ignore their indirect cost plans and user fees. Thus, we know that the impact of a quality cost plan and user fee study gets personal at some point. This is the lens through which we do our work. This also impacts our approach to these projects. We have found a direct correlation between the time we spend on-site, working collaboratively with staff, and the quality & confidence in the results.

Why choose Capital Accounting Partners

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 5
We understand that the Town will have a choice of several firms. Any of which will provide numbers that are reasonable and defensible. There are three reasons why the Town should select Capital Accounting Partners:

1. Our Experience. In accepting work from our clients, we do so with the understanding that they are looking for something more than a number. They want a partner.

2. Your Value. Our systems and processes are designed to provide the highest value for the resources (both financial and human) invested.

3. Our Commitment. Time spent on site, working directly with staff, understanding our clients processes, and understanding local issues demonstrates out commitment to our clients.

THE QUALITY OF A USER FEE STUDY IS IN DIRECT

PROPORTION TO TIME SPENT ONSITE WITH CITY STAFF

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 6
Company General Information

Legal name of firm
Capital Accounting Partners, LLC (CAP)
Address 3570 Buena Vista Drive,
Sacramento, CA 95864
6046 118th Ave SE
Bellevue, WA 98006
Legal form of company Limited Liability Company
Telephone Sacramento: 916.670.0001
Bellevue: 425.269.8854
Fax 309.404.0697
Years in business Capital Accounting Partners was incorporated in 2007 Full-time personnel Nicolie Cass Lettini, MBA
Dan Edds, MBA, PMP
Questions about this proposal should be addressed to:

Daniel B Edds
[email protected]
(425) 269-8854
Qualifications and Experience of the Firm
Question Response
History and Organizational
Structure
Capital Accounting Partners was incorporated in 2007 to provide high-level and personalized services in preparing and delivering Cost Allocation Plans and User Fee Studies.

Primary Business Indirect Cost Allocation Plans and User Fee Studies Managing Office Sacramento, CA
Experience in Conducting Full Cost
Plans and User Fee Studies
Our staff represent the preparation of over 1000 indirect cost plans and nearly ninety cost of service studies. In addition, you will find articles in the National Financial Review (GFOA) that Mr. Dan Edds has written. He is the only user fee study consultant to have his work published in this national
publication.

Managing Office for the Cost Plan Sacramento, CA
Experience in Preparing Full Cost
and OMB 2 CFR Part 225 Cost Plans
Competitive Differences –
Cost Allocation Plans
There are two main platforms for preparing cost allocation plans:

1. Excel Spreadsheets; and

2. Databases.

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 7
Capital Accounting Partners utilizes a database model. This provides several key advantages:

1. Databases easily confirm the double step-down
methodology required by OMB 2 CFR Part 225. This is a
function that is extremely difficult for spreadsheets, if not impossible;

2. Structural changes are easy. They require no
reprogramming a spreadsheet model;

3. There are no formulas and links that break;

4. Numerous reports can be generated using the report
tool;

5. Project time is spent working with staff, reviewing
impacts on individual departments and programs, rather
than creating customer spreadsheets that have to be
redone at the first organizational change; and

6. Expenditure data can be directly uploaded into the
database rather than rekeying the data and fixing the
resulting errors.

Competitive Differences –
User Fee Studies
Three differences highlight our approach:

1. More time onsite. By working directly with staff and leadership, we reduce errors and complete the project
faster;

2. Formal quality assurance process; and

3. Project management. Dan Edds is one of the few user
fee consultants with the formal Project Manager
Professional (PMP) certification.

Qualifications and Experience of Proposed Project Team
Our two consultants for the project represent over forty-five years of experience in preparing cost plans and user fee studies. In addition, our expertise and professional training extend to process and organizational performance, project management, facilitation, and strategic planning.

Summary of Qualifications for Daniel B. Edds, MBA, PMP
Dan Edds will provide overall project management and will be the Town's primary point of contact. In addition, with over twenty-five years of experience consulting with public agencies, the Town will utilize one of the region's most experienced user fee study experts.

Education Master's Degree in Business Administration, International Business, Albers School of Business and Economics, Seattle University
Certifications: Project Manager Professional (PMP)
Strategic Planning
Group Facilitation
Lean Practitioner
Balanced Scorecard

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 8
Other Baldrige Quality Criteria - Examiner
Publications and Training Provided Author: Transformation Management, Spiro Press, London, England
Government Finance Review (GFOA) articles on user fees and performance management in the public sector
Regional trainings (OMFOA, WFOA, etc)
User Fee Studies
Calculating full cost
Performance management
Introduction to Activity Based Costing
Government Finance Officers Association:

Performance management (both national and regional
training)
Summary of Qualifications for Nicky Lettini, MBA – Cost Plan Consultant Nicky has over twenty years of experience in preparing Indirect Cost Allocation Plans. This is her exclusive focus, so the Town will hire one of the country's most knowledgeable cost plan consultants.

Furthermore, with her experience of preparing over 1000 cost plans, the Town can be assured that she will be able to address any problem that may be encountered. In addition, she is one of the few cost plan consultants that has defended numerous cost plans and ICRP/ICAP with auditors and cognizant agencies and has succeeded in all of them.

Education Bachelor of Science in Managerial Economics from University of California, Davis and has her MBA in Accounting from California State University, Sacramento.

Training and Certifications: OMB A-87 specialized training, provided by Management Concepts. This is a state approved course to learn the details of Super Circular 2 CFR Part 200 compliant plans.

Full resumes can be found in the appendix

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 9
Work Plan
Full Indirect Cost Allocation Plan
The purpose of an indirect cost allocation plan is to assign Town overhead expenses to those departments that receive (or consume) these expenses. Finance leadership can allocate these expenses to staff hourly rates, user fees, and grants where appropriate. By preparing these plans per 2 CFR part 200 concepts, the Town can be assured that the methodology is sound and fully accepted as a best practice by all branches of government.

Preparing an Indirect Cost Allocation Plan has three Phases Phase 1: Gather Essential Cost and Allocation Statistical Data Conduct interviews with applicable Town departments in developing service provisions, cost categories, and allocation criteria for current programs.
• Conduct informational sessions to educate Town staff on 2 CFR part 200 concepts and applications. Identify, if possible, any available data that can be incorporated into the cost allocation plans and look for opportunities to simplify data collection for future years. • Schedule individual interviews with the necessary staff to discuss the information the consultant needs to complete the cost plan. These meetings are held to thoroughly understand the Department's major functions and how CAP can best allocate the costs to all departments that receive their services.
• Report on other matters that arise during our review and evaluation that the Town should consider in our professional opinion.

Phase 2: Build the Allocation Model
We use a proprietary database program to construct an indirect cost allocation plan. This technology provides several benefits over a more conventional spreadsheet model. • Without rekeying numbers, we can upload financial and statistical data directly into our database.

This reduces errors.
• We can provide a variety of standard reports without configuring the individual pages. This saves time and expense.
• We can spend time working directly with Town staff rather than custom configuring a spreadsheet with little customer value.
• We can provide reports that all federal, state, and local agencies widely accept.

This second phase is comprised of thee steps:
1) Work with Town financial leadership to determine the best statistical data to allocate overhead expenses.
2) Gather overhead expenses.
3) Build data into the Full Cost Allocation Model.

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 10
Phase 3: Present the plan to the Town's management group and make necessary adjustments as requested
Confirming the accuracy and quality of results is a robust quality assurance plan. It is seldom that we will make a single presentation of the plan to the Town's management group. Preparing an indirect cost allocation plan and a user fee study is iterative. Creating a solid working relationship with a clear flow of communication is critical to the assurance of quality data and results.

This phase will involve:
• Reviewing the model with Town financial leadership.
• Adjusting data as appropriate.
• Preparing a final report, and
• Presenting the results to the Town Council as requested.

Calculating Productive Hourly Rates
Calculating productive hourly rates is relatively straightforward. However, some critical aspects ensure the most accurate rates, but also rates that can be defended if required.

Task 1: Determine the use of these rates
Municipal agencies have a variety of reasons to calculate rates for staff. Sometimes, the objective is just to recover the direct cost of the person. Other times, full-cost recovery is more critical. Therefore, our first objective is to determine how rates will be used and what is the objective of the Town.

Task 2: Determine how to allocate overhead and support costs We understood costs as layers. There is a layer for Townwide overhead. There is a layer for Department overhead and support costs for Divisional overhead. Therefore, an important step is to identify these layers and determine the best allocation method for each staff position.

Task 3: Calculate the fully burdened hourly rate
We will provide a simple-to-follow spreadsheet that the Town can use for its purposes and enjoy the ability to update the rates as they change. This will allow the Town to capture as much costs as appropriate now, and into the future.

Preparing the User Fee Study
Maximize Cost Recovery, Improve Customer Service, Fund Critical Services Our approach to a user fee study is to help our clients maximize the total value of public services.

Therefore our user fee studies have three phases.

Phase 1: Pre-Project Planning

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 11
Each of our projects begins with the development of an extensive project plan. A project plan ensures that the Town will receive maximum value, staff time is utilized efficiently, and we can provide the best opportunity to implement the study fully.

Task 1. Develop a project charter
Our pre-project planning focuses on laying the foundation for fully implementing the new user fee models. This is a
distinguishing characteristic of Capital Accounting Partners.

Dan Edds might be one of the few user fee consultants in the nation who has held the distinguished Project Manager
Professional (PMP) certification. A critical component of our project management approach is the completion of a project charter at the onset of a user fee study. This charter includes, at a minimum:
• Project imperatives – what must happen and when.
• Critical success factors – how will the Town determine project success? • Project scope and expectations – what are the Town's objectives? • Internal and external stakeholders.
• Risks to full implementation – and how to mitigate them. • Project work plan – including data required and how this will impact the schedule.

Task 2 Research and Initial Data Collection
A significant component of project planning is to conduct a thorough review of the organizational structure and budgets for each division within the Department. This is foundational before analysis can begin. It also means understanding the administration of each Department and how to allocate those costs to each supported division.

Phase 2: Calculating the Cost of User Fees
Phase 2 is the analytical phase of a user fee study. This phase requires the most staff time. The focus is on capturing the cost based on understanding underlying business processes. This is where the experience of CAP brings value to the Town. After personally preparing nearly ninety user fee studies and over 1000 cost allocation plans, there is little that we have not encountered.

Scope of User Fees
Based on reading the RFP, we will assess the cost and cost recovery of the following fee categories:
1) Building fees
2) Planning fees
3) Private Development fees
4) Police fees
5) Parks fees, where appropriate.

Task 1. Research, Data Collection, and Staff Interviews

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 12
Our approach results in a completely updated fee schedule that reflects current operating procedures. This means we evaluate the current fee schedule based on how permits, licenses, and applications are being processed.

In addition, we look for gaps in the existing fee structure for potential new revenues. Examples of this include:
• Funding sources for long-range planning.
• Funding for upgrades to permitting technology.

Our approach has resulted in major upgrades to fire prevention staffing, long-overdue upgrades in permitting technology, dedicated funding sources to long-range planning, and additional resources to upgrade customer services.

Task 2. Calculate the Cost of Flat Fees
Our approach to calculating the cost of flat fees is based on the principles of Activity Based Costing. This methodology first identifies the core business processes within a Division or work unit. This is done in collaboration with staff. For our purposes, this task will be a confirmation of the prior work that has already been completed. Then, in focus group workshops, we will conduct interviews with staff to determine time estimates for each step relative to each flat fee.

The following graph illustrates the kind of data we collect for flat fees.

Task 3 Calculate the Cost of Valuation Based Fees (if used) Calculating the cost of a valuation-based permit fee is a function of:
1) Calculating the revenue required to recover the full cost of inspection services, and 2) Calculating the multiplier required to recover the full cost of inspection services from the total valuation of all construction project.
3) Create multiple tiers as construction projects increase in value and complexity.

Task 4 Deposit-Based Fees for Service
Deposit-based fees are a function of:

Thank you (Dan) for all of your work
and guidance on our User Fee Study.

As always it was a joy working with
you – the analysis was thorough and
thoughtful, and you always distill the
information into manageable bites.

Heather Richards, PCED
Planning Director
City of McMinnville
Fee
Name
Core
Business
Processes
Time
Estimates

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 13
1) An accurate calculation of productive hourly rates for each staff position, and 2) The staff accurately assign their time to deposit-based projects.

Therefore, the first step is accurately calculating productive hourly rates for each position. This is a standard part of every user fee study we complete. These hourly rates include:
• Calculation of productive hours.
• Salary and benefit costs are organized by position.
• An allocation of services & supplies to each position. • An allocation of Townwide and Department overhead to each position.

Finally, we will review total hours assigned to deposit-based fees to determine the accuracy of staff assigning their time to these fees.

Task 5. Compare service costs with existing recovery levels Comparing service costs with recovery levels is a standard part of our analysis. The Town can expect to receive a complete comparison of existing revenues with full cost recovery. Understanding the difference between current cost recovery levels and the full cost of services will often drive the Council's decision concerning implementation.

Task 6 Recommend potential new fees for services that the Town currently provides but does not have any fees and/or charges established The Town can expect a fee schedule that has been thoroughly reviewed and updated to current processing requirements. By working directly with staff, we will review each fee to ensure it fully reflects the needs of each Department and the Town. We will also look for gaps where fees are missing, or current fee descriptions need adjustment. For example, we will frequently adjust descriptions so a fee can scale for size. An example might be redefining a reroof based on size rather than a single flat rate. This allows for scaling from the smallest to the largest reroof.

This phase will result in a complete understanding of cost and each of the following factors that are standard calculations in our analysis.

Standard Reports and Analyses
Standard
Requested Analyses
Full cost 
Recommended and current cost recovery levels 
Direct cost 
Indirect cost 
Overhead costs 
Additional Analyses

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 14
Phase 3: Implementation
As we stated earlier, our focus in pre-project planning is to lay the foundation for fully implementing the new user fee model.

Task 1. Develop Long-Term Strategy for Full Cost Recovery Our best value is to develop a long-term strategy for cost recovery. This provides a framework for implementing a new schedule of fees now and into the future. Furthermore, it sets the possibility of policy discussions that protect Town revenues far into the future.

Task 2. Comparison study
At CAP, we believe that a comparison of surrounding cities is an essential component of implementing a schedule of user fees. After completing over ninety user fee studies, Dan Edds has developed an approach that maximizes the value of comparisons. This approach looks at essential user fees and common development projects. We have seen that the greatest value of comparisons comes when comparing development projects instead of the simple comparing of fees.

As the preceding graph illustrates, the Town can expect a complete and robust analysis with more than adequate supporting documentation. We also can provide additional analysis if required.

We approach comparison studies based on the fundamental idea that "less is more." Instead of comparing the entire universe of fees, we find the greatest value in comparing 5-6 critically important fees in each category. The result is the identification of clear trends, so the Council can see the ranges, as the following graphic will illustrate.

Standard
Comparison of full cost to current price 
Compare current annual revenue against revenue at full cost  Quality assurance analysis 
Annual revenues at targeted price 
Reserve requirements 

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 15
Task 3. How to Update User Fees
From our experience, very few cities update their fees using either a template we have provided or the Excel-based models we provide. Most cities in California apply an annual labor cost adjustment to their fees each year and follow up with a comprehensive user fee study every four to five years. Our recommended approach will save the Town numerous hours each year. However, we are happy to teach the Town how to update our costing models if it feels this is the best option.

Task 4. Prepare a report
In this task, we will prepare a full and comprehensive report that will review:
• The project scope and objectives.
• The methodologies of conducting the analysis.
• Summary of current and potential cost recovery for each division within the new Department. • Long-term recommendations to maintain full cost recovery over time.

Task 5. Presentation to Finance Sub-committee and/or Stakeholder Group One of the best ways to ensure full implementation of a user fee study is to present the findings to a subcommittee or stakeholder group before submitting to the full Council. This provides the opportunity to gain feedback, adjust the report where appropriate, and be fully prepared for a presentation to the Town Council.

Task 6. Presentation to the full Town Council
This presentation will facilitate understanding of the Council to the analysis and the long-term implications of full cost recovery. The Capital Accounting Partners team has made many presentations to Actual costs are
well within a
reasonable range

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 16
Councils and policy governing bodies. We will be fully prepared to respond to any question the Council may ask.

We will work with staff to design a presentation appropriate to the Town's needs. Generally, there are three types of presentations we participate in:

Expert witness. We will work with staff to develop a presentation, but the actual presentation is done by staff and leadership. We are available for specific questions that may arise that we alone can respond to.

Project review. We will design a presentation that may take 15-20 minutes. Then, we review the methodology and results. A vote on full implementation is typically at a later date.

Study session. We will work with staff to design a presentation allowing the Council to thoroughly review and analyze the project. In these sessions, they want a thorough review of the costing methodologies, policy implications, defensibility, and community impact. These are typically at least sixty minutes in duration.

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 17
E. Fees
The following cost proposal is based on the following assumptions:
1) Agreed upon meeting will be maintained.
2) Data provided by the City will be accurate and in a format that can be easily utilized. 3) Excessive delays and rework due to changes in staffing, internal reviews, and scheduling may incur additional costs.

We invoice monthly based on the work completed.

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 18
Lettini Edds Totals
$ 210 $ 210
Full Cost Allocation Plan
Task Plan
Phase 1 8 $ 1,680
Phase 2 15 $ 3,150
Phase 3 6 $ 1,260
$ -
Total Estimated Labor 29 $ 6,090
Calculate Fully Burdened Productive Hourly Rates
Task Plan
Calculate Fully Burdened Productive Hourly Rates 8 $ 1,680 Total Estimated Labor 8 $ 1,680
Comprehensive User Fee Study
Task Plan
Phase 1: Pre-Project Planning $ -
Task 1. Develop a project charter 2 $ 420
Task 2. Research and Initial Data Collection 3 $ 630
Phase 2: Calculating the Cost of User Fees
$ -
Task 1. Research, Data Collection, and Staff Interviews 26 $ 5,460 Task 2. Calculate the Cost of Flat Fees 12 $ 2,520
Task 3. Calculate the Cost of Valuation Based Fees 12 $ 2,520 Task 4. Deposit Based Fees for Service 8 $ 1,680
Task 5. Compare service costs with existing recovery levels 4 $ 840 Task 6. Recommend potential new fees and charges for services that the City currently provides but does not have any fees and/or charges established 2 $ 420 Phase 3: Implementation (including report template creation) $ -
Task 1. Develop Long-Term Strategy for Full Cost Recovery 2 $ 420 Task 2. Comparison study 14 $ 2,940
Task 3. How to Update User Fees 1 $ 210
Task 4. Prepare a report 16 $ 3,360
Task 5. Presentation to Finance Sub-committee and/or Stakeholder Group 4 $ 840 Task 6. Presentation to the full Town Council 8 $ 1,680 $ -
Total Estimated Labor 0 114 $ 23,940
Expenses $ 2,000
Total Project Budget $ 33,710
Consultants
Consultant Hours and Costs

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 19
F. References
Each of these projects are either current or have been completed within the last five years. We invite the City to contact any or all of them.

References for Indirect Cost Allocation Plans
Each of these projects are current and/or completed within the last 2-3 years.

City of Santa Barbara
OMB A-87 Cost Allocation and Full
Cost Allocation Plans
Michael Pease
735 Anacapa St.

Santa Barbara, CA 93101
805.564.5337
The City of Burbank
Full Cost Allocation Plan

Preparation of full cost plan. Current and ongoing
engagement.

Jennifer Becker
275 East Olive Avenue, PO Box 6459
Burbank, CA 91510
818.238.5507
Sacramento Housing and
Redevelopment Agency
OMB A-87 Cost
Allocation Plan

Kelly Tang
801 12th Street
Sacramento, CA 95814
916.449.6217
Buncombe County, NC
Full Cost Allocation Plan and OMB A-87
Cost Allocation Plan
Blair Chamberlain
PO BOX 7526
Asheville, NC 28802
828.250.4816
City of Tehachapi
Full Cost Allocation Plan and User Fee Study
Initial project was in 2015. A user fee update was in
2018, and Capital Accounting Partners is currently
conducting a Comprehensive user fee update.

Jay Schlosser
City of Fremont
Indirect Cost Allocation Plan and
Comprehensive User Fee Study
Preparation of full cost plan. Current and ongoing
engagement.

Mike Sung
3300 Capitol Ave.

Fremont, CA 94538
510.494.4608

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 20
References for User Fee Studies
Each of these projects were completed within the last two years. 115 South Robinson Street
Tehachapi, CA 93561
[email protected]>
661.822.2200
City of Palo Alto
In November of 2014 the City engaged
Capital Accounting Partners to provide a
cost of service study for the Community Development
and Development Services organization. This project is
moving to Council review and adoption shortly.

In October of 2015 the City extended the contract to
include full review of all Development Services fees,
reserve fund policies, and total revenues. By July of
2016 the Department will formally become an
enterprise fund.

Jessie Deschamps
650.329.2429
[email protected]
City of Los Altos Hills
The City Manager engaged Capital
Accounting Partners to review their
Building fees and processes for
collecting them. The objective is to
determine if fees are appropriate
relative to the City's cost.

Current project
Peter Pirnejad
City Manager
[email protected]
650-947-2514
City of Manteca
In late 2015 the City engaged
Capital Accounting Partners to
conduct a user fee study of its
Community Development
Department. The final scope
included a complete revamping of its building fees from a cost per square foot structure to a more traditional
valuation structure, assessment of planning and
California State Board of Pharmacy
In April of 2022 the State Department of Consumer
Affairs(DCA) engaged Capital Accounting Partners to
conduct a fee audit for the State Board of Pharmacy.

Boards and Bureaus of DCA are required to be selffunding so maintaining accurate licensing fees is critical to their sustainability.

The project is current and ongoing.

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 21
engineering fees, and expanding fire prevention fees to fully reflect prevention operations.

Contact:

Brad Wungluck - CBO, CASp
Chief Building Official
209-456-8562
[email protected]
Lori Martinez,
Senior Admin and Policy Manager
California State Board of Pharmacy
(916) 518-3078

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 22
Appendix – Full Resumes:

Nicolie Lettini, MBA – Primary Cost Plan Consultant
Nicky has prepared over 1000 complete cost plans and cost of service analysis in her fifteen years of consulting. As a former senior consultant with Maximus and Public Resource Management Group, LLC (now MGT), Nicky gained a broad base of experience working for state and local governments throughout California, Nevada, Oregon, Washington, Texas, New Mexico, and Colorado. Her excellent working rapport with the State Controller's staff and her genuine desire to help her clients provides a level of service second to none.

Because of her strong desire to provide unprecedented customer satisfaction, Nicky formed Capital Accounting Partners, LLC (CAP) in partnership with Tillman Sherman. Her reputation for attention to detail and responsiveness to client needs quickly built her client roster.

Nicky's number one goal in every project is to provide her client the highest level of service. She brings a depth of knowledge and experience to the complexities of cost plans and cost of services analysis. Most importantly, she spends the time necessary working with you and your staff on the level of detail needed to take full advantage of every benefit the cost plan can provide while assuring costs are properly allocated by the Department. Nicky is able to identify practices and procedures to make future plans easier to prepare. She will offer alternatives for improving the process, when appropriate.

Her commitment is to see that the plan is done right the first time while exceeding all of your expectations.

In addition to Nicky's commitment to her clients, she is also committed to staying abreast of local government rules and regulations, including the Office of Management and Budget A-87 Regulations and has received formal training endorsed by the State of California.

Education Bachelor of Science in Managerial Economics from the University of California, Davis and has her MBA in Accounting from California State University, Sacramento.

Training and Certifications: OMB A-87 specialized training, provided by Management Concepts. This is a state approved course to learn the ins and outs of the Circular. This course gives you continuing education credits and gives me a special insight in to the circular OMB A-87 guidelines that I will be able to share with you.

Proposal for the Town of Atherton
Capital Accounting Partners Proposal for
Town of Atherton, CA page 23
Daniel B. Edds, MBA, PMP – Primary User Fee Consultant
Dan is a project manager with Capital Accounting Partners (CAP). He has more than twenty-five years of experience consulting within the public sector. His operational improvement work has involved problem-solving and improvement opportunities for core business processes. In these projects, business processes are evaluated for cost, and opportunities for improvement. The result is a clear understanding of how to improve the delivery of services, lower long-term operational cost, and increase staff productivity. In addition, Mr. Edds has extensive training in facilitation, group decision-making and strategic planning from the Institute of Cultural Affairs.

Prior to joining CAP he was a project manager with FCS GROUP, a regional firm out of Redmond, Washington. He also served for five and a half years as senior project manager with a major international governmental consulting firm with offices in the western United States. In that position, he conducted and managed financial and operational analysis with numerous counties and cities. His work has involved process analysis for the purpose of restructuring fees for full cost recovery of Land Development, Planning, Public Works, Recreation, Police, Fire Prevention, Hazardous Materials, GIS, Library and other services. .

Education Masters of Business Administration from the Albers School of Business and Economics at Seattle University
Training and Certifications: • Professional Project Manager (PMP); • Kaplan Norton Balanced Scorecard Graduate;
• Senior Baldridge Quality Award Examiner;
• Strategic Planner;
• Group facilitator; and
• Lean Principles.

Publications and Training Provided • Author, Transformational Management, Spiro Press, 2003 • Performance Management as a Sustainable Enterprise - Government Finance Review
• Managing User Fees - Government Finance Review
• Calculating The Cost of Government Services – Oregon Municipal Finance Officers Association
• Strategic Project Management – Various

Item No. 7
Town of Atherton
CITY COUNCIL STAFF REPORT – REGULAR AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: GEORGE RODERICKS, CITY MANAGER
DATE: MARCH 15, 2023
SUBJECT: APPOINTMENT TO THE PLANNING COMMISSION

RECOMMENDATION
It is recommended that the Council consider an appointment to the Planning Commission to fill the currently vacant, unexpired term ending in June 2025.

BACKGROUND
As the Council is aware, pursuant to Resolution No. 22-24, a member of the Planning Commission recently automatically vacated their office due to absences from two or more consecutively scheduled meetings. Over the last 12-month period, the Commission met for 13 meetings. The member attended 6 meetings and had unexcused absences for the remaining 7, some of which were consecutive. After review and discussion with Mayor, the member was notified of the automatic vacation. This unanticipated vacancy leaves open an expired 4-year term, expiring June 2025.

ANALYSIS
The City Council received interest from former Councilmember Bob Polito to serve out the unexpired term at the February 15, 2023, Council Meeting. After discussion, the Council directed staff to conduct a brief recruitment to determine if there were other applicants of interest before considering appointment of a former Councilmember. As of the date of the Staff Report, there were no additional applications or letters of interest received. Staff confirmed that Mr. Polito remains interested in filling the unexpired term should the Council desire his service.

FISCAL IMPACT
None.

GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:

Goal Area E – Strengthen Community Engagement and Transparency

Appointment to the Planning Commission
March 15, 2023

POLICY FOCUS
The City Council policy focus is on ensuring that the Town’s appointed Commission and Committees operate with a full complement of appointment members with competent expertise for the role.

PUBLIC NOTICE
Public notification was achieved by posting the agenda, with this agenda item being listed, at least 72 hours prior to the meeting in print and electronically. Information about the project is also disseminated via the Town’s electronic News Flash and Atherton Online. There are approximately 1,200 subscribers to the Town’s electronic News Flash publications. Subscribers include residents as well as stakeholders – to include, but be not limited to, media outlets, school districts, Menlo Park Fire District, service provides (water, power, and sewer), and regional elected officials.

COMMISSION/COMMITTEE FEEDBACK/REFERRAL
This item has not been before a Town Committee or Commission.

ATTACHMENTS
None

Item No. 8
Town of Atherton
CITY COUNCIL STAFF REPORT – REGULAR AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL

GEORGE RODERICKS, CITY MANAGER
THROUGH: ROBERT OVADIA, DIRECTOR OF PUBLIC WORKS
FROM: SALLY BENTZ-DALTON, TOWN ARBORIST/PARKS MANAGER
DATE: MARCH 15, 2023
SUBJECT: RELEASE OF SURVEY TO ASSESS INTEREST IN PICKLE BALL

AT HOLBROOK-PALMER PARK

RECOMMENDATION
It is recommended that the Council authorize the release of a survey to Atherton residents and Holbrook-Palmer Park tennis court key holders to gauge interest in pickleball at Holbrook-Palmer Park.

BACKGROUND
At the February 2, 2022, Park and Recreation Committee meeting, the Committee received public comment from Noah Eisner and Billy Chow on adding a pickleball court to Holbrook-Palmer Park.

The Park and Recreation Committee added the consideration of pickleball at Holbrook-Palmer Park as an agenda item for discussion at the March 2022 meeting. Since March of 2022, the Committee established a Pickleball Ad-Hoc Subcommittee to explore the possibility of adding pickleball to Holbrook-Palmer Park. At the February 1, 2023, Park and Recreation meeting the Pickleball Ad-Hoc Subcommittee presented a survey to be emailed to tennis key holders and other Atherton residents that the Town has email address for, and to be hand delivered to all neighbor’s adjacent to the park. The Committee reviewed the survey at the March 2023 meeting and provided feedback. Staff sent out the final copy to the Park and Recreation Committee for any further comments.

ANALYSIS
The purpose of the survey is to gauge interest in pickleball and support for a trial on one of the existing tennis courts at Holbrook-Palmer Park. Town Staff would send out the survey to tennis court key holders and other Atherton residents that the Town has email addresses for. The Ad-Hoc Subcommittee would like the results to be anonymous as well as have a way that the survey be able to not receive multiple response form the same person. This may be mutually exclusive.

Pickle Ball Survey
MARCH 15, 2023

The Park and Recreation Committee recommends that respondents be given three (3) weeks to respond to the survey. Staff would compile the results received and forward to the Ad-Hoc Subcommittee for review, tabulation, summary and to develop a recommendation to the Park and Recreation Committee at its next regularly scheduled meeting. Once results are received the Park and Recreation Committee will review for next steps and a potential recommendation to the City Council if there is enough interest in a pickleball trial.

FISCAL IMPACT
The fiscal impact would be associated with staff time to compile email addresses, send the survey email and compiling the results. The anticipated cost to print out the survey for neighbor’s adjacent to the park will be minimal.

GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:
• Goal Area B – Preserve Small Town Character and Quality of Life • Goal Area E – Strengthen Community Engagement and Transparency • Goal Area F – Be Forward-Thinking, Well-Managed, and Well-Planned

POLICY FOCUS
Pickleball would be an added activity potentially available at Holbrook-Palmer Park that is not part of the current Master Plan. Policy focus should be on how to gauge interest in adding such activity at the park.

PUBLIC NOTICE
Public notification was achieved by posting the agenda, with this agenda item being listed, at least 72 hours prior to the meeting in print and electronically. Information about the project is also disseminated via the Town’s electronic News Flash and Atherton Online. There are approximately 1,200 subscribers to the Town’s electronic News Flash publications. Subscribers include residents as well as stakeholders –to include, but be not limited to, media outlets, school districts, Menlo Park Fire Protection District, service provides (water, power, and sewer), and regional elected officials.

COMMISSION/COMMITTEE FEEDBACK/REFERRAL
Park and Recreation Committee (meets each month)

ATTACHMENTS

1. Draft Pickleball Survey

Pickleball Survey
Survey Overview
The Atherton Park and Recreation Committee advises and makes recommendations to the Town regarding Holbrook Palmer Park. The Committee would like to assess the level of interest and support among Atherton residents to adding pickleball courts to the park. Pickleball has become America's fastest growing sport and interest in courts at H-P Park has been expressed by some Atherton residents. As a first step, the Committee is exploring the option of temporarily converting one of the 5 concrete tennis courts into 3-4 pickleball courts for a trial period of ~2 months.

The noise profile of pickleball is different from tennis so that is an area we will explore. Many parks allow tennis and pickleball to be played on existing courts, some build separate courts. This is another area in which we will gather learnings from a trial. The purpose of this survey is to understand and gather comments, both positive and negative, about having a pickleball trial.

There are 6 tennis courts (one is "clay") at H-P Park. The Town contracts with Player Capital for tennis lessons and clinics. That group has first priority on 4 of the 6 courts, leaving 2 courts for the general public who are required to purchase tennis keys. During the envisaged pickleball trial, the Town would designate one of those 2 courts during specific hours for pickleball.

Thank you for your participation, and all responses will be anonymous. (For TOWN: Questions 1-5, 7 should be required)

1. What is your zip code? __________

2. How do you use the tennis courts at H-P Park today? (check all that apply) Play tennis as student of Player Capital _______
Play tennis as a non-key holder _______
Play tennis as a key holder _______
I don't use the tennis courts _______

3. How many times per month do you play tennis at Holbrook Palmer Park? _______

4. Do you play pickleball? Yes No

5. Do you support having a TRIAL of pickleball on one of the H-P Park tennis courts? Strongly support Support Neutral Oppose Strongly oppose

6. What hours do you think pickleball play should be allowed during the TRIAL? Please check box/boxes for each time period you think pickleball SHOULD be allowed.