AGENDA PACKET
Town of Atherton
City Council
NOVEMBER 15, 2023
REGULAR MEETING
6:00 PM
Council Chambers
80 Fair Oaks Lane
Atherton, CA 94027
Join Zoom Meeting:
One tap mobile: 16699006833,,506897786#
US (San Jose)
Dial by your location: 1 669 900 6833 US (San
Jose)
Meeting ID: 506 897 786
Weblink: https://zoom.us/j/506897786
Remote Public Comments:
Meeting participants are encouraged to submit
public comments before 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.
REGULAR MEETING
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL – Holland, DeGolia, Lewis, Vice Mayor HawkinsManuelian, Mayor Widmer
PRESENTATIONS
Annual Atherton Library Report
PUBLIC COMMENTS – Public Comments can be emailed directly to [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. Additionally, the public may address the Council on any subject listed on the Consent and Regular Agenda.
DISCLOSURE OF EX PARTE COMMUNICATIONS – City Council Members should disclose any communications they have had on the agenda items at this time.
DEPARTMENTAL WRITTEN REPORTS
Discussion: The Departmental Reports include written reports from the Town’s various Departments.
Staff is present to answer any questions the Council may have on the multiple topics noted in the written reports. The Council may ask questions and discuss any of the various items.
Meeting Agenda Packet – November 15, 2023
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. Additionally, the public may address the Council on any subject listed on the Consent and Regular Agenda.
DISCLOSURE OF EX PARTE COMMUNICATIONS – City Council Members should disclose any communications they have had on the agenda items at this time.
DEPARTMENTAL WRITTEN REPORTS
Discussion: The Departmental Reports include written reports from the Town’s various Departments.
Staff is present to answer any questions the Council may have on the multiple topics noted in the written reports. The Council may ask questions and discuss any of the various items.
November 2023 – Monthly Departmental Reports
REPORT OUT OF CLOSED SESSION
CONSENT AGENDA (Items 1 – 7)
1. APPROVAL OF BILLS AND CLAIMS FOR OCTOBER 2023 IN THE AMOUNT OF $2,030,807
Report: ROBERT BARRON III, FINANCE DIRECTOR
Recommendation: Approve the Bills and Claims for October 2023 in the amount of $2,030,807 Description: This is a routine item of the itemized bills and claims for Council review and approval.
2. APPROVAL OF MINUTES
Report: ANTHONY SUBER, CITY CLERK
Recommendation: Approve minutes for October 18 and November 1, 2023.
Description: This is a routine item to approve City Council meeting minutes.
3. ACCEPTANCE OF TREASURER’S REPORT FOR THE FIRST QUARTER ENDED SEPTEMBER 30, 2023
Report: ROBERT BARRON III, FINANCE DIRECTOR
Recommendation: Accept the Treasurer’s Report for the first Quarter Ended September 30, 2023.
Description: This is a routine item to accept and file the first quarter treasurer's report.
4. AUTHORIZING TOWN STAFF TO APPLY FOR AND ACCEPT ALL AVAILABLE FUNDS FROM THE CALIFORNIA DEPARTMENT OF RESOURCES, RECYCLING, AND RECOVERY (CALRECYCLE) FOR WHICH THE TOWN IS ELIGIBLE FOR THE PERIOD FROM NOVEMBER 2023 THROUGH NOVEMBER 2028.
Report: RACHAEL LONDER, MANAGEMENT ANALYST II
Recommendation: It is recommended that the Council authorize Town Staff to apply for and accept all available funds from the California Department of Resources, Recycling, and Recovery (CalRecycle) for which the Town is eligible for the period from November 2023 through November 2028.
Description: This will involve Council authorization for staff to apply for and accept available funds from the California Department of Resources, Recycling, and Recovery.
5. APPOINTMENT OF REPRESENTATIVE TO THE SAN MATEO COUNTY MOSQUITO & VECTOR CONTROL DISTRICT
th
Meeting Agenda Packet – November 15, 2023
THE PERIOD FROM NOVEMBER 2023 THROUGH NOVEMBER 2028.
Report: RACHAEL LONDER, MANAGEMENT ANALYST II
Recommendation: It is recommended that the Council authorize Town Staff to apply for and accept all available funds from the California Department of Resources, Recycling, and Recovery (CalRecycle) for which the Town is eligible for the period from November 2023 through November 2028.
Description: This will involve Council authorization for staff to apply for and accept available funds from the California Department of Resources, Recycling, and Recovery.
5. APPOINTMENT OF REPRESENTATIVE TO THE SAN MATEO COUNTY MOSQUITO & VECTOR CONTROL DISTRICT
Report: ANTHONY SUBER, DEPUTY CITY MANAGER/ CITY CLERK
Recommendation: Appoint incumbent representative Mason Brutschy to the San Mateo County Mosquito & Vector Control District for a term of four years beginning January 1, 2024 through December 31, 2027.
Description: This item will be a Council action to consider the reappointment of Mason Brutchy to the San Mateo County Mosquito & Vector Control District
6. REVIEW MEETING PROTOCOL REVISIONS
Report: ANTHONY SUBER, DEPUTY CITY MANAGER/ CITY CLERK
Recommendation: Adopt amended Town of Atherton meeting protocols and rules of procedure.
Description: This is an item that will involve a Council discussion and adoption of policies and procedures related to the conduct of meetings for Town.
7. APPROVAL OF ADDITIONAL CHANGE ORDER AUTHORITY ASSOCIATED WITH THE HOLBROOKPALMER PARK ACCESS AND CIRCULATION PROJECT, PROJECT NUMBER 56083
Report: ROBERT OVADIA, PUBLIC WORKS DIRECTOR
Recommendation: It is recommended that the Council appropriate $350,000 from the HolbrookPalmer Park Parking Lot Repair project to the HolbrookPalmer Park Access and Circulation project; and increase the City Manager’s change order authority for HolbrookPalmer Park Access and Circulation Project, Project Number 556083 by $350,000 Description: This item will involve Council approval of additional change order authority associated with the HolbrookPalmer Park Access and Circulation Project.
PUBLIC HEARING (Items 8 – 9)
8. INTRODUCE AND CONSIDER AMENDMENTS TO ATHERTON MUNICIPAL CODE CHAPTER 8.08 “DEAD OR DANGEROUS TREES” AND CHAPTER 8.10 “REMOVAL OF AND DAMAGE TO HERITAGE TREES,” AND AMENDMENTS TO THE “HERITAGE TREE PRESERVATION STANDARDS AND SPECIFICATIONS” Report: BRITTANY BENDIX, TOWN PLANNER, SALLY BENTZ, TOWN ARBORIST, & ROBERT OVADIA, PUBLIC WORKS DIRECTOR
Recommendation: Staff recommends that the City Council
1. Introduce and consider updates to Chapter 8.08 and Chapter 8.10 of the Atherton Municipal Code and updates to the Heritage Tree Preservation Standards and Specifications, related to tree removals associated with hazards in the public rightofway.
2. Approve an update to the “Heritage Tree Preservation Standards and Specifications” document changing the arborist reporting requirements for construction sites from monthly to quarterly.
Meeting Agenda Packet – November 15, 2023
8. INTRODUCE AND CONSIDER AMENDMENTS TO ATHERTON MUNICIPAL CODE CHAPTER 8.08 “DEAD OR DANGEROUS TREES” AND CHAPTER 8.10 “REMOVAL OF AND DAMAGE TO HERITAGE TREES,” AND AMENDMENTS TO THE “HERITAGE TREE PRESERVATION STANDARDS AND SPECIFICATIONS” Report: BRITTANY BENDIX, TOWN PLANNER, SALLY BENTZ, TOWN ARBORIST, & ROBERT OVADIA, PUBLIC WORKS DIRECTOR
Recommendation: Staff recommends that the City Council
1. Introduce and consider updates to Chapter 8.08 and Chapter 8.10 of the Atherton Municipal Code and updates to the Heritage Tree Preservation Standards and Specifications, related to tree removals associated with hazards in the public rightofway.
2. Approve an update to the “Heritage Tree Preservation Standards and Specifications” document changing the arborist reporting requirements for construction sites from monthly to quarterly. regarding constructionsite monthly arborist reporting to quarterly reporting.
3. Provide direction to the Town Arborist on the process for making future changes to the “Heritage Tree Preservation Standards and Specifications.”
Description: This is item involves Council consideration and introduction of amendments to Atherton Municipal Code Chapter 8.08 “Dead or Dangerous Trees” and Chapter 8.10 “Removal of Damage to Heritage Trees,” and the “Heritage Tree Preservation Standards and Specifications.”
9. INTRODUCE AN ORDINANCE TO REPEAL AND REPLACE ATHERTON MUNICIPAL CODE CHAPTER 17.52 “ACCESSORY DWELLING UNITS,” AND TO AMEND CHAPTER 17.36 “PUBLIC FACILITIES AND SCHOOLS DISTRICT (PFS)” AND CHAPTER 17.60 “DEFINITIONS.”
Report: BRITTANY BENDIX, TOWN PLANNER
Recommendation: Staff recommends that the City Council conduct a public hearing to introduce an ordinance that repeals and replaces Chapter 17.52 “Accessory Dwelling Units” and amends Chapter 17.36 “Public Facilities and Schools District (PFS)” and Chapter 17.60 “Definitions.” Description: This is the first introduction of an Ordinance to replace AMC Chapter 17.52 on Accessory Dwelling Units and to amend Chapter 17.36 on Public Facilities and School District and Chapter 17.60 on Definitions.
REGULAR AGENDA (Items 10 – 13)
10. REVIEW OF CHARTER FOR AN ATHERTON YOUTH ADVISORY GROUP AND PROVIDE DIRECTION TO STAFF
Report: GEORGE RODERICKS, CITY MANAGER
Recommendation: It is recommended that the Council review the draft Charter for an Atherton Youth Advisory Group and provide direction to staff to continue engage with the Group and incorporate the Group into relevant projects and activities.
Description: This item involves review of a draft Charter for an Atherton Youth Advisory Group and providing direction to staff for engagement with the Group.
11. CONFLICT WAIVER REQUEST FROM BURKE WILLIAMS AND SORENSON Report: MONA EBRAHIMI, CITY ATTORNEY
Recommendation: It is recommended that the City Council consider the conflict waiver requested by the law firm of Burke, Williams & Sorenson, and decide whether to grant a conflict waiver.
Description: This item will involve a Council discussion and direction regarding a conflict of interest waiver related to legal representation.
12RECEIVEANUPDATEONTHESTATUSOFTHETOWNOFATHERTON’S2023
Meeting Agenda Packet – November 15, 2023
Description: This item involves review of a draft Charter for an Atherton Youth Advisory Group and providing direction to staff for engagement with the Group.
11. CONFLICT WAIVER REQUEST FROM BURKE WILLIAMS AND SORENSON Report: MONA EBRAHIMI, CITY ATTORNEY
Recommendation: It is recommended that the City Council consider the conflict waiver requested by the law firm of Burke, Williams & Sorenson, and decide whether to grant a conflict waiver.
Description: This item will involve a Council discussion and direction regarding a conflict of interest waiver related to legal representation.
12. RECEIVE AN UPDATE ON THE STATUS OF THE TOWN OF ATHERTON’S 2023 2031 HOUSING ELEMENT AND A REPORT ON NEXT STEPS TO RECEIVE
CERTIFICATION
Report: BRITTANY BENDIX, TOWN PLANNER
Recommendation: Receive an update on the status and next steps to complete and certify the Town of Atherton’s 20232031 Housing Element.
Description: This item involves Council review and discussion on updates to the revisions made to the Housing Element.
13. DISCUSSION OF THE CENTER FOR AGEFRIENDLY EXCELLENCE FOCUS GROUP AND TASK FORCE RESULTS AND CONSIDERATION OF AARP
APPLICATION PROCESS.
Report: ANTHONY SUBER, DEPUTY CITY MANAGER/ CITY CLERK
Recommendation: It is recommended that the Council review and discuss the Center for AgeFriendly Excellence Standing Committee recommendations, focus group results and provide direction regarding the AARP application process.
Description: This will be a Council discussion and review of the Standing Committee and Task Force recommendations and consideration of applying for certification as an agefriendly city.
COUNCIL REPORTS/COMMENTS
FUTURE AGENDA 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 Town 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 meeting.
Pursuant to the Americans with Disabilities Act, if you need special assistance in this meeting, please contacttheCityClerk’sOfficeat(650)7520500Notificationof48hourspriortothemeetingwill Meeting Agenda Packet – November 15, 2023
correspondence delivered to the Town 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 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 Town 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 legislative body 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.
Meeting Agenda Packet – November 15, 2023
JPA Budget Presentation 2016-2017 1
NOVEMBER | 2023
11 MONTHLY REPORTS
DEPARTMENT AND DIVISION
CONSTRUCTION TIME
LIMITS
3 IT PROJECTS &
ISSUES
RESPONSE TIMES
Summary of properties
currently within the
Construction Time Limit
Penalty phase
Police Department
Response Times
DEPARTMENTAL REPORTS
GENERAL ADMIN REPORT
Reports from General Administration, 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
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 07
08 15
21 29
28 36
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 F.
Goal B
Preserve Small
Town Character &
Quality of Life
focus on the local
community priorities
and mitigate the
impacts of regional
growth.
Goal C
Manage
Circulation &
Improve Safety -
Investments in
Infrastructure
leadership to maintain
mobility and improve
accessibility & safety for
bicycles and pedestrians.
Goal D
Strengthen
Community
Engagement &
Transparency
pursue opportunities for
increased engagement
and outreach.
Goal E
Be ForwardThinking, WellManaged, & WellPlanned
be proactive, anticipate
future needs; increase
and maintain fiscal
transparency.
Goal F
Emergency
Preparedness - Be
Prepared
partner with key
stakeholders and
empower residents to
prepare for major
emergencies.
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 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 42 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. Public Works plans to extend a conditional offer letter for the Maintenance Manager position in November and the Police Department will conduct a hiring panel for the Code Enforcement Officer position this month as well. Office Assistant Reyes has returned from leave. The Town is currently at 98% staffing with the listed vacancies.
Open Enrollment FSA/HSA:
Staff are currently able to enroll in Flexible Spending, Health Care, and Dependent Care Accounts through December 12, 2024. These enrollments will go into effect in 2024.
IT Systems & Activities
The Town’s IT systems are operating within acceptable limits. Current IT priorities include:
• IT Special Projects:
o Addressed Townwide network issues and developed SharePoint access for external filesharing functions.
o Testing, troubleshooting network and connection issues at Holbrook-Palmer Park and planning for the installation of a sound meter related to the pickleball trial. o Troubleshoot and test Council Chamber equipment in collaboration with contract vendor to test connectivity issues.
o Assisted with evaluating door locking issues.
o Performed routine Police services and maintenance including working with Axon, RIMS, and Dispatch cameras.
o Performed routine system maintenance and updates.
o Evaluating proposals for reconfigurations to the Council Chambers Audio and Video operations.
City Clerk Monthly Report
November 15, 2023
Sustainability Activities
The current sustainability projects and activities are:
• Environmental Programs Committee
o The EPC has two new members. The full committee list can be found here. o The EPC will be meeting on Thursday, November 16, from 1:00 PM to 3:00 PM in the City Council Chambers.
o Earth Day planning has commenced with the EPC subcommittee and four high school student volunteers. A work plan detailing activities, exhibitors, and budget requests will be presented to the Council in early 2024. • Climate Action Plan Update:
o Atherton residents now have a one-stop shop to participate in sustainability programs. It is available at climateaction.ci.atherton.ca.us • Waste Reduction:
o Residents have embraced composting! A Free Home Composting Workshop will be hosted on Tuesday, November 14, where attendees will receive a free backyard compost bin or worm bin.
o The self-service organic compost pile continues to be available at Holbrook Palmer Park. Residents and their gardeners are encouraged to bring their own containers and shovels to collect the free compost to apply in Atherton landscapes. The compost is the product of Atherton’s green bin – turning yard waste into a productive material that gives back to the land and captures and stores short-lived climate pollutants. The pile will be regularly restocked by GreenWaste with their highest quality product. This effort is part of the Town meeting its commitment to procure 552 tons of compost, under the State’s SB 1383 requirement. To have compost delivered directly, please visit:
https://www.greenwaste.com/products/bay-area/
o Staff began coordinating with GreenWaste for annual route reviews, a CalRecycle requirement. The route reviews will be conducted by GreenWaste at the end of November on regular collection days and will only include a small sample of randomly selected residents. GreenWaste is specifically looking for contamination in the green and blue bins. Educational materials will be left in the event contamination is found.
o Town staff are in the process of applying for Local Assistance funds from CalRecycle to support SB 1383 compliance. Activities include outreach, compost broker with the San Mateo Resource Conservation District, and improving compost giveaway facilities at Holbrook Palmer Park.
• Electric Leaf Blower Program:
o Atherton residents can now receive a $250 rebate to help with the purchase of an electric leaf blower. Learn more about the program here:
https://tinyurl.com/ElectricLeafBlowers
o As of November 2, 2023, 29 rebates have been distributed. There are 71 rebates remaining.
• Bike and Pedestrian
o The Town is in the process of applying for a grant under the Transportation Development Act (TDA) Article 3 for $100,000 to support updating the Town’s
City Clerk Monthly Report
November 15, 2023
Bicycle and Pedestrian Masterplan. The selection process will begin in early 2024.
City Clerk Activities CURRENT and ON THE HORIZON
The Winter edition of the Athertonian is in progress and will arrive in mailboxes approximately December 4th.
There are currently 4 active Public Records Act Requests to which staff are responding. There are currently 3 open General Liability Claims.
Committee and Commissions Recruitment:
The City Council appointed two members to the Environmental Programs Committee at the October meeting. There is one remaining vacancy on the Transportation, Bicycle and Pedestrian Safety Committee.
Public Information Stats & Analytics
Town staff have been sharing timely information about the Housing Element, community events and meetings, programs, and news on social media. Residents, community members, and other public agencies have viewed and interacted with the Town from October 1 – October 31 as follows. Impressions refer to the number of reactions, views, comments, shares, and reposts of Town generated content.
Platform Number of followers Impressions or Accounts
Reached
Twitter 3 new followers, 616 followers 828 impressions (18.1% increase)
Instagram 23 new followers, total of 1,381
followers
6,226 impressions (33%
decrease)
Facebook 1 new follower, total of 560
followers
1,599 impressions (9%
increase)
NextDoor 44 new members, total of 4,860
members and 2,294 households
claimed
405 impressions (105%
increase)
Town website subscriber group:
Distribution List Subscribers
Atherton Online 1,647
News Flash (CM & PD) 1,616 & 1,607
Alert Center (CM & PD) 1,348 & 1,460
City Clerk Monthly Report
November 15, 2023
Calendar (Meetings) 1,575
• Website Analytics:
o Nov 3 – Nov 9: 7,500 Users
o Last 7 Days Total Page Views: 4,801
§ BID Posting = 255
§ News Flashes = 173
§ Business Licenses = 152
§ Housing Element Update = 94
o New Users = 1,600
• YouTube Analytics
o 296 Subscribers (3 new in the last 28 days)
o 2,177 views in the last 28 days
Community Outreach Initiatives
• Halloween Activities: Atherton
Police Department hosted the
annual Halloween event and there
200 + visitors who enjoyed a
bounce house, costume contest,
food, pumpkin decorating, and
trick-or treating through the
Administrative Building and Police
Department
• On December 7th in collaboration with the Atherton Library and Friends of the Library we will host the annual Holiday celebration. Join us for a plan to host residents for seasonal refreshments, and kid friendly activities in partnership with the Atherton Library and Friends of the Library.
Center for Age-Friendly Excellence – Standing Committee The Committee and Task Force Members will be prepared to discuss the recommendations for programs or initiatives that were the results from the focus groups. The Council will discuss the recommendations and next steps at the November meeting.
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 2023/2024 Revenues and Expenditures
Year to Date
Months Complete – 4
% of Year Complete – 33%
Budget Revenue % Received
Park Program $ 207,500 $ 19,834 10%
Planning Permits $ 298,300 $ 124,367 42%
Business Licenses $ 283,600 $ 215,172 76%
Police $ 285,690 $ 27,110 9%
Sales Taxes $ 321,100 $ 188,546 59%
Miscellaneous $ 1,534,289 $ 228,733 15%
Public Works $ 635,700 $ 172,205 27%
Franchise Fees $ 1,056,000 $ 68,536 6%
Building Permits $ 1,677,000 $ 618,883 37%
Property Taxes $ 17,426,596 $ 1,386,127 8%
Total $ 23,766,475 $ 3,049,514 13%
Budget Expenditures % Received
City Council $ 69,015 $ 13,334 19.3%
Administration $ 1,265,979 $ 500,275 39.5%
City Attorney $ 310,000 $ 40,752 13.1%
Finance $ 866,652 $ 294,771 34%
Planning $ 1,649,819 $ 405,521 24.5%
Building $ 1,361,829 $ 486,431 35.7%
Interdepartmental $ 1,055,542 $ 255,370 24.1%
Police $ 9,285,827 $ 3,610,707 38.8%
Public Works $ 3,385,596 $ 758,247 22.3%
Total $ 19,250,260 $ 6,365,407 33%
The Public Works Department consists of a Public Works Director, Public Works Maintenance Manager 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 is also 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 32 6 6
August 32 6 12
September 32 12 24
October 115 8 24
November
December
January
February
March
April
May
June
Total 211 32 66
Services Requests
• Patched/painted wall and installed
carpeting in PD Dispatch Supervisor’s
Office addressing flood damage.
Additional carpet tiles to be purchased to
complete.
• Door repair at Carriage House
• Electrical repair in Council Chambers
• Refilled doggie stations at Civic Court
• Replaced water pump at Dostart fountain
• Repaired lighting in PD Motorcycle
Garage
• Cleaned graffiti form signs on El
Camino Real
• Repaired disabled parking sign in Town
Center Parking lot
• Installed outlet for monitor in PD lobby
• Continued vegetation trimming/removal
Atherton Channel in preparation for
winter (MCE crews)
• Continued debris clearing from Atherton
Channel in preparation for winter (MCE
contract work)
• Removed pictures/frames from Heritage
Room at the Historic Town Hall
• Installed coat hooks in Library, Historic
Town Halla and Council Chambers
restrooms
• Assisted with setup for Halloween event
• Light bulb replacement in Main House
upstairs
• Patched pothole on Marsh Road
• Completed heat pump repairs at Town
Center
• Completed HVAC condensate line
relocation with new pumps in PD server
room
• Installed delineators and reflectors at
Tuscaloosa median tree
• Conducted semi-annual fire alarm
testing
• Conducted elevator inspection and
testing at Town Hall
• Trimmed branches away from the
Holbrook-Palmer Park play structure
• Replaced various No Parking signs
General Maintenance and Special Services
• Weekly litter removal Along ECR, schools (Fridays 2 staff, 2 hours). • Remove Litter on Marsh Road, Middlefield Road & Alameda de las Pulgas. • Park General Duties: Garbage Cans, Town wide & ECR litter, ECR landscape & Corp yard clean-up, vehicle/tool maintenance.
• Fire extinguishers (checked/re-charged)
• 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
Photographs of Work Performed
Tuscaloosa Tree
Before After
HPP Play Structure Tree Trimming
Before After
Haloween Event
New Condensate Pumps Server Room
Channel Clearing
See Click Fix October 2023
Public Works Maintenance
Budget versus Expenditures Thru October 2023
Short
Code
Accounting Code Description Budget Actual %
A01 101-53-52031-053 Streets $400,000 $88,821 22%
A02 101-57-52031-057 Parks (Grounds &
Facilities)
$325,000 $100,025 31%
A03 101-59-52031-059 Other Facilities $175,000 $26,621 15% A04 213-30-52031-000 Library $20,000 $1,234 6%
A05 101-58-52031-000 Tennis $10,000 $3,261 33%
E06 101-58-52030-058 Event Services $10,000 0 0%
Total $940,000 $219,962 23%
$-
$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
The Public Works Director 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 October 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 4 7 0 0 2 0 0
August 5 2 1 1 3 0 0
September 2 1 0 1 0 0 0
October 1 1 2 1 1 0 2
November
December
January
February
March
April
May
June
Total 12 11 3 3 6 0 2
Types of Rental Activity for October 2023
Catered Too manages Park Rentals
Month Social Gathering Wedding Corporate
Gathering
Other
July 13 0 0 0
August 9 0 0 3
September 3 0 0 1
October 7 0 1 0
November
December
January
February
March
April
May
June
Total 32 0 1 4
Revenue from Rental Activity for October 2023
Catered Too manages Park Rentals
Month Revenue Fees 10% Catering Fee Revenue to Town
July $3,400.00 $664.73 $4,064.73
August $6,750.00 $3,236.44 $9,986.44
September $1,250.00 $49.25 $1,299.25
October $5,560.00 $2,190.90 $7,750.90
November
December
January
February
March
April
May
June
Total $23,101.32
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 645 279 458 325 0 12
August 675 295 482 337 0 6
September 687 307 497 387 0 5
October 715 353 488 407 0 9
November
December
January
February
March
April
May
June
General and Special Services for October 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 October:
• Spreading mulch
• Brightview is weeding daily.
• Performed mowing of lawn.
• HPP Access and Circulation project – on-going
• Brightview responded to water shut-off requests associated with the construction projects
• Sprinkler head repairs along Main House walkway
• Valve repair near Main House
• Tree well mulching
• Park Corporation yard cleanup
• Sewer lift station cleaning at Playschool
• Pruning of low branches and dead limbs
• Shrub pruning
• Planting along rear pathway
New and Future Planned Projects
• Holbrook-Palmer Park Playground Improvements
Photographs of Work Performed in October 2023
Pruning of Shrubs and Tree Limbs
Corporation Yard Cleanup
Tree Mulching
Irrigation Repairs
Submitted by:
Interwest Consulting Group
Community Services
Monthly Report
October 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
October 1, 2023 to October 31, 2023
Fiscal Year Fiscal Year
2023-24 2022-23
Total Construction Valuation1: $5,757,652 $55,023,820 $45,128,023 Plan Check Fees Collected: $23,232 $159,646 $131,617
Permit Fees Collected: $76,365 $426,809 $369,321
Other Fees Collected: $7,620 $32,049 $18,936
TOTAL: $107,218 $618,504 $519,874
Applications Received: 89 295 293
Residential:
New Single Family Residential Permits
Issued: 0 8 8
New Accessory Structures Issued: 14 80 66
Addition / Alteration Permits Issued: 13 48 43
Reroof / Water Well / Grading Permits
Issued: 13 61 37
Plumbing/Mechanical/Electrical
Permits Issued: 18 61 71
Demolition Permits Issued: 2 13 15
Non-Residential:
New Permits Issued: 0 0 0
TOTAL Permits Issued: 60 271 240
Inspections Performed: 793 2866 2,532
Footnotes:
1Valuation: For permitted projects during this period.
2Other.
PLAN CHECK
INSPECTIONS
REVENUE
PERMITS
Oct-23
Staff Level Reviews
Planning Commission Items
Plan Review
TOTAL 12 18 8 44
Planning Projects
October 1, 2023 to October 31, 2023
Inspections
This Month
Activity Activity
Fiscal Year to Date
Arborist Activity Summary
October 1, 2023 to October 31, 2023
Site Visits
Town of Atherton
Building Safety & Inspection
Tree Removal Info. / Consu / C.E
At the October 25, 2023 Planning Commission regular meeting the following occured. 1). 170-178 Atherton Ave - Tentative Parcel Map with a three-lot subdivision and lot re-designation | Approved
2) 97 Hollbrook - TPZ Exception l Approved
.
3). Town of Atherton Planning Department ADU Ordinance | Approved .
The next scheduled Planning Commission Meeting is on December 13, 2023 26 3
85 10
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
0 2 5 0 1 3
4 2 3 0 1 2
0 4 1 3 1 5
3 2 4 2 1 2
1 3 2 4 1 6
3 2 2 5 5 4
4 2 3 2 3 1
0 2 1 1 1 4
1 3 3 1 0
2 1 3 1 1
16 26 27 25 21 30
Project
Type
No of
Plan
Checks
Average
Review
Days
Target
**
Overdue
Plan
Checks
130 9 10 0
80 4 5 0
19 3 3 0
0 2 0 0
Total Number of Plan Checks 229
** Target: in working days
Major Plan Check: New Houses, New Accessory Structures, New non-Residential Minor Plan Check: Small Additions, Reroof, Alterations, Misc.
December
Total New SFD
Permits:
Plan Check Performance
October 1, 2023 to October 31, 2023
Major
Plan Check
Minor
Plan Check
Cycles
1st Review
Subsequent Rev.
1st Review
Subsequent Rev.
Town of Atherton
Building Inspection & Plan Check
Month
January
November
July
August
September
October
February
March
April
May
June
Summary Graphs
88 62 92 47 54 69 67
101 99 76 70 60 89
55 52 53 42 48 52 55 60 95
52 68 91 60
789
898
732
645
744
793 789
728
622
444
941
688
792
0 100
200
300
400
500
600
700
800
900
1000
Counts
Plan Checks, Permits, Inspections
PC
Permits
Inspections
$14,104,945
$7,241,352
$7,756,027
$6,435,458
$1,907,582
$3,108,780
$23,793,115
$2,790,189
$16,198,812
$4,611,303
$1,907.582
$23,986,693
$5,757,652
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
$30,000,000 Valuation
Summary Graphs
$165,908
$123,734
$127,197
$107,283
$70,928
$9,523,256
$235,344
$210,803
$236,492
$98,958
$245,582
$302,015
$95,907
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
Fees
$32,049
$159,646
$426,809 $618,504
$80,000
$385,000
$1,200,000
$1,665,000
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
$1,600,000
$1,800,000
Other Plan Check Fees Permit Fees Total
YTD vs. Budgeted
FYTD 23-24
Budgeted 23-24
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 October 1, 2023 to October 31, 2023 Feb March April June July Aug Oct Nov Dec Totals
Entitled ADU 5 2 5 2 1 7 3 28
Pemitted ADU 2 0 2 5 0 6 6 7 8 4 40
Finaled ADU 1 0 6 1 3 0 1 2 2 3 19
Entitled JADU 1 1 1 1 0 1 1 7
Pemitted JADU 0 0 0 2 0 3 1 7
Finaled JADU 0 0 0 0 0 0 2 2
Entitled SFR 0 0 0 2 0 0 2 5 1 2 12
Permitted SFR 0 0 4 3 0 4 4 20
Finaled SFR 2 1 2 2 1 2 7 23
2022 2023 2024 2025 2026 2027
Entitled ADU 53
Pemitted ADU 25
Finaled ADU 17
Entitled JADU 10
Pemitted JADU 5
Finaled JADU 0
Entitled SFR 20
Permitted SFR 26
Finaled SFR 17
0 0
3 2
1 0
0 4
Sept
2 0
May
0 0
1 Jan
1 1
1 0
0
Project Address Issue Date CTL Deadline Adjusted CTL ** Penalties Pd. Est. Completion 122 Hawthorne 8/24/2017 8/24/2020 1/10/2021 $250K Dec. 2023 NOTES:
67 Redwood 8/28/2018 9/28/2021 1/14/2022 $250K Dec. 2023 NOTES:
88 Tuscaloosa 10/23/2018 10/23/2021 2/11/2022 $250K Dec. 2023 NOTES:
89 Tallwood Ct. 12/1/2019 12/1/2022 10/28/2023 $30K Nov. 2023 NOTES: Paid $30K on October 31, 2023
Total Penalties Deposited: $780K
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 $559,000.00
Total to Date $2,875,200.00
Town of Atherton
Building Safety & Inspection
Active Construction Time Limit Penalties
October 1, 2023 to October 31, 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 October 2023
During this reporting period, there were 64 investigations. Of that total, 32 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 with a suspended license, felony warrant, misdemeanor warrant, petty theft, possession of burglary tools, possession of narcotics, false vehicle registration tabs, driving under the influence of alcohol, felony & misdemeanor domestic violence, resist/delay a peace officer, violation or a domestic violence restraining order, trespassing, disorderly conduct, violation of probation, robbery, and conspiracy to commit a crime.
Of the 2,184 total police incidents for the month, 1,336 were officer-initiated incidents. These incidents resulted in 622 citations being issued for vehicle code and other violations. Officers initiated 916 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 423 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 16 collision locations during this reporting period. The map below indicates the locations of the incidents for the reporting period.
xc
Traffic Complaints
The Atherton Police Department did not receive any traffic complaints for the month of October.
Bicycle Traffic Stops
There were 11 bicycle related calls initiated for improper lighting (7), riding in the wrong direction (2), a red light violation (1) and a stop sign violation (1). These incidents resulted in 10 verbal warnings and 1 written warning.
Criminal Activity and Suspicious Circumstances
The Department responded to 104 locations (some locations multiple times) for property crimes (23), person crimes (9), and incidents of suspicious circumstances (77).
Municipal Code Violations
The Department responded to approximately 20 incidents/calls for service referred to or initiated by code enforcement, and 1 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 were 11 trash receptacle related cases throughout Town this month, each property receiving a courtesy letter, and no notices issued for failure to comply.
There was 1 stop work order(s) issued to properties for non-permitted activities, 7 verbal warnings given with specified deadlines to reach compliance, and 4 initial inspections that are pending follow-up.
Holbrook Palmer Park
Holbrook Palmer Park had 81 incidents during this reporting period, 84 of which were security checks, foot patrols by officers, and closing/opening the park. The other incidents were ordinance violations, suspicious vehicles, a roadway hazard, and a public works issue.
Premise Watch
Officers completed 494 House/Vacation checks during the reporting period.
School Incidents
Officers responded to 228 school incidents during the reporting period. These incidents were mostly officer-initiated security checks.
Incidents of note from this reporting period:
• On 10/13, the SRO investigated a court order violation. A report was taken and forwarded to the DA.
• On 10/14, multiple fights and medical calls occurred at a homecoming dance. • On 10/15, the SRO investigated a report of paintballs being launched at vehicles. • On 10/22, multiple fights occurred between parents at a pop warner football game. • On 10/24, the SRO investigated an assault on school campus. A report was taken and submitted to the DA
• On 10/27, multiple juveniles robbed another juvenile. A report was taken and submitted to the DA.
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 8 2:31 <4 minutes
Medium 178 4:39 <6 minutes
Low 440 6:25 <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
September 2023 3:56
August 2023 8:02
July 2023 4:37
June 2023 4:31
May 2023 4:21
April 2023 4:12
Total Training Hours for the Reporting Period: 324 HOURS
NAME TRAINING/HOURS DATES
MacDonald FTO Update/24 hours Oc. 2 – 4
Metzger AICC/40 hours Oc. 2 - 6
Rojas Traffic Coll. Invest./40 hours Oct. 2 – 6
Cisco RIMS Conf./32 hours Oct. 8 – 13
Taylor RIMS Conf./16 hours Oct. 8 – 10
Gatto APEC Motor Trn./8 hours Oct. 11
MacDonald APEC Motor Trn./8 hours Oct. 11
Metzger APEC Motor Trn./8 hours Oct. 11
Rojas APEC Motor Trn./8 hours Oct. 11
Pronske Comm. a Positive Approach/8 hours Oct. 11
Taylor Use of Force for Sup./16 hours Oct. 11 – 12
Rojas FTO Update Mod. 1/8 hours Oct. Oct. 12
Larsen IACP Conf./24 hours Oct. 14 – 17
Davidovich Canine Agitator/8 hours Oct. 19
Rojas FTO Update Mod. 2/8 hours Oct. 19
Pronske Canine Evaluator/8 hours Oct. 19
Fong Assertive Supervision/8 hours Oct. 23
Taylor Assertive Supervision/8 hours Oct. 23
Kumar Street Racing Enf./8 hours Oct. 25
Daley Code Enf. Building Blocks/8 hours Oct. 25
Rivera Mobile Field Force/3 hours Oct. 25
Rojas FTO Update Mod. 3/8 hours Oct. 26
Andruha Responding to Fentanyl/8 hours Oct. 30
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
October 1,336 622
September 1,237 483
August 1,374 681
July 1,709 640
June 1,403 672
May 1,685 743
April 1,388 683
Code Enforcement Activity Report
Summary:
Activity Total for
Month
Year to Date
(From 01/01/2023)
1. Opened/Re-opened Cases 13 430
2. Resolved/Closed Cases 33 419
3. Written/Formal Notices Issued 0 95
4. Citations Issued 0 92
5. Amount in Citations Issued $ 0 $ 73,500
6. Amount in Citations Received (Payment) $ 1,400 $ 39,500 During the month of October 2023, there were approximately 20 incidents/calls for service referred to or initiated by code enforcement, and 1 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 were 11 trash receptacle related cases throughout Town this month, each property receiving a courtesy letter, and no notices issued for failure to comply.
There was 1 stop work order(s) issued to properties for non-permitted activities, 7 verbal warnings given with specified deadlines to reach compliance, and 4 initial inspections that are pending follow-up. Code Enforcement continues to utilize both software for tracking purposes and case management.
There were fewer trash receptacle complaint/violations this month, and an increase in construction sites (beginning stages/demo). CE has been working on a weed abatement letter draft with Public Works; pending the new sidewalks code to be approved by Council in October/November 2023. CE and Planning continue working together to establish protocols for proactive inspections to limit the amount of enforcement by CE.
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 $ 1,391,045
April $ 3,330,434 $ 7,114,054 $ 1,563,462
May $ 3,953,961 $ 1,895,271 $ 1,470,060
June $ 3,812,881 $ 2,452,489 $ 1,814,801
July $ 5,455,268 $ 3,336,861 $ 3,169,593
August $ 2,741,619 $ 2,254,058 $ 1,800,461
September $ 3,269,368 $ 1,722,938 $ 1,887,973
October $ 2,278,127 $ 1,495,823 $ 2,030,807
November $ 2,752,017 $ 1,317,065
December $ 1,859,218 $ 2,051,605
$ 38,195,682 $ 31,446,572 $ 19,170,037
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 $1,391,045 $1,563,462 $1,470,060 $1,814,801 $3,169,593 $1,800,461 $1,887,973 $2,030,807 $-
$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 OCTOBER 2023
Previous Yr.
October
2023
October
2022
A/P Checks (#32835-32983)
Payroll Checks (#618-619)
Direct Deposit - Payroll
Electronic Transfer - A/P & Payroll
Amount
$ 1,292,652
1,416
367,305
369,434
Amount
$862,356
896
295,374
337,197
OCTOBER 2023 Total $ 2,030,807 $1,495,823
I, George Rodericks, City Manager of the Town of Atherton, do hereby certify that the demand listed above, check numbers 618-619 (payroll), and 32835-32983 (accounts payable), and electronic transfers for employees direct deposits, federal payroll taxes and fees, inclusive, amount to $ 2,030,807 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 618-619 (payroll), and 32835-32983 (accounts payable), and electronic transfers for employees direct deposits, federal payroll taxes and fees, inclusive, amount to $ 2,030,807 are true and correct and are authorized for payment. _______________________________
B. Widmer
Mayor, Town of Atherton
SOURCE OF FUNDS
October 2023 October 2022
101 General Fund $ 1,910,823 $1,231,096
105 Tennis Fund 320 71,553
201 Special Tax 941
202 Measure A 657 1,466
203 Gas Tax 5,313
213 Library Fund 26,623 21,013
401 GF Projects 63,275 (1,986)
406 Facilities Construction 81,454
610 Equipment Replacement 22,927 41,987
616 Employee Benefits Funds 6,182 42,986
TOTAL $ 2,030,807 $1,495,823 Page 66 of 330
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 32835 A-A LOCK & ALARM INC 10/5/2023 309993 Tennis Fund New Lock for Tennis Court# 4 HP Park 9/22/23 320.00 32835 Total 320.00
32836 ABAG 10/5/2023 AR033376 General Fund DPW-Park Program 150 Watkins HP Activity Bldg 8/23/23 -9/22/23 22.48 32836 ABAG 10/5/2023 AR033376 General Fund DPW-Park Program 150 Watkins HP Activity Bldg 8/24/23 -9/22/23 29.12 32836 ABAG 10/5/2023 AR033376 General Fund DPW-Park Maint. 160 Watkins (Gilmore House) 8/24/23 -9/22/23 462.45 32836 ABAG 10/5/2023 AR033376 General Fund DPW-Street Maint. 99 Dinkenspiel Corp Yard 8/23/23 -9/21/23 35.95 32836 Total 550.00
32837 ADO PROFESSIONAL SOLUTIONS INC. 10/5/2023 12992187 General Fund Finance Temporary Emp P. Morin 9/18/23 -9/22/23 2,400.00 32837 Total 2,400.00
32838 AFLAC 10/5/2023 501-09-2023 General Fund PR Batch 00501.09.2023 Aflac Accident (Pre-Tax) 251.82 32838 AFLAC 10/5/2023 501-09-2023 General Fund PR Batch 00501.09.2023 Aflac Cancer Ins(Pre-Tax) 48.07 32838 AFLAC 10/5/2023 501-09-2023 General Fund PR Batch 00501.09.2023 Aflac Dental Plan (Pre-Tax) 28.02 32838 AFLAC 10/5/2023 501-09-2023 General Fund PR Batch 00501.09.2023 Aflac Hosp. Conf. Id (Pre-Tax) 103.38 32838 AFLAC 10/5/2023 501-09-2023 General Fund PR Batch 00501.09.2023 Aflac Hosp.Conf.Id (After-Tax) 19.26 32838 AFLAC 10/5/2023 501-09-2023 General Fund PR Batch 00501.09.2023 Aflac Life Emp (After -Tax) 38.40 32838 AFLAC 10/5/2023 501-09-2023 General Fund PR Batch 00501.09.2023 Aflac Speci Health (After-Tax) 6.63 32838 AFLAC 10/5/2023 501-09-2023 General Fund PR Batch 00501.09.2023 Aflac Speci Health (Pre-Tax) 29.10 32838 AFLAC 10/5/2023 501-09-2023 General Fund PR Batch 00501.09.2023 Aflac STD (After-Tax) 607.08 32838 AFLAC 10/5/2023 501-09-2023 General Fund PR Batch 00501.09.2023 Aflac Vision Plan(Pre-Tax) 16.99 32838 AFLAC 10/5/2023 502-09-2023 General Fund PR Batch 00502.09.2023 Aflac Accident (Pre-Tax) 251.82 32838 AFLAC 10/5/2023 502-09-2023 General Fund PR Batch 00502.09.2023 Aflac Cancer Ins(Pre-Tax) 48.07 32838 AFLAC 10/5/2023 502-09-2023 General Fund PR Batch 00502.09.2023 Aflac Dental Plan (Pre-Tax) 28.02 32838 AFLAC 10/5/2023 502-09-2023 General Fund PR Batch 00502.09.2023 Aflac Hosp. Conf. Id (Pre-Tax) 103.38 32838 AFLAC 10/5/2023 502-09-2023 General Fund PR Batch 00502.09.2023 Aflac Hosp.Conf.Id (After-Tax) 19.26 32838 AFLAC 10/5/2023 502-09-2023 General Fund PR Batch 00502.09.2023 Aflac Life Emp (After -Tax) 38.40 32838 AFLAC 10/5/2023 502-09-2023 General Fund PR Batch 00502.09.2023 Aflac Speci Health (After-Tax) 6.63 32838 AFLAC 10/5/2023 502-09-2023 General Fund PR Batch 00502.09.2023 Aflac Speci Health (Pre-Tax) 29.10 32838 AFLAC 10/5/2023 502-09-2023 General Fund PR Batch 00502.09.2023 Aflac STD (After-Tax) 607.08 32838 AFLAC 10/5/2023 502-09-2023 General Fund PR Batch 00502.09.2023 Aflac Vision Plan(Pre-Tax) 16.99 32838 Total 2,297.50
32839 ALHAMBRA 10/5/2023 21928698 092823 General Fund Police Drinking Water PD Sept 2023 279.27 32839 Total 279.27
32840 BAY AREA RE-ROOFING INC 10/5/2023 BP23-00449 General Fund Refund Recycling Dep BP23-00449, 354 Greenoaks 500.00 32840 BAY AREA RE-ROOFING INC 10/5/2023 BP23-00600 General Fund Refund Recycling Dep BP23-00600, 99 Edwards 500.00 32840 Total 1,000.00
32841 BAYSHORE GENERAL ENGINEERING INC. 10/5/2023 APW22-00356 General Fund Refund Road Bond Dep APW22-00356, 36 Fairview 2,500.00 32841 Total 2,500.00
32842 BRIGHTVIEW LANDSCAPE SERVICES INC. 10/5/2023 8605619 General Fund DPW-Building Maint. Landscape Services Town Center Oct 2023 3,962.17 32842 Total 3,962.17
32843 BURKE WILLIAMS & SORENSEN LLP 10/5/2023 303111 General Fund Administration Legal Svcs Labor Negotiations Admin May 2023 4,672.00 32843 BURKE WILLIAMS & SORENSEN LLP 10/5/2023 308416 General Fund Administration Legal Svcs Labor Negotiations Admin Aug 2023 5,056.00 32843 Total 9,728.00
32844 CALIFORNIA BUILDING STANDARDS COMMISION 10/5/2023 Oct 3 2023 General Fund Building Standard Commision Report -10% Local Govt Retainer JulSept 2023 (90.10) 32844 CALIFORNIA BUILDING STANDARDS COMMISION 10/5/2023 Oct 3 2023 General Fund Building Standard Commision Report Bldg Jul-Sept 2023 901.00 32844 Total 810.90
32845 CALIFORNIA STATE DISBURSEMENT UNIT 10/5/2023 501-10-2023FR General Fund PR Batch 00501.10.2023 Garnishment 323.07 32845 CALIFORNIA STATE DISBURSEMENT UNIT 10/5/2023 501-10-2023NT General Fund PR Batch 00501.10.2023 Garnishment 177.69 32845 Total 500.76
32846 CAROUSEL INDUSTRIES 10/5/2023 IN529687 General Fund Police (1) Keypad 24 Key USB 25FT CBL PD Sept 2023 271.25 32846 Total 271.25
32847 CHAPLIN AND HILL INVESTIGATIVE SERVICES LLC 10/5/2023 23-21-04 General Fund Police Investigative Services PD Sept 2023 950.00 Checks by Date - Detail by Check Number
For the Month of October 2023
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 32847 Total 950.00
32848 CINTAS CORPORATION 10/5/2023 5177444330 General Fund DPW-Engineering First Aid Kit Refilled PW Eng Sept 2023 60.95 32848 Total 60.95
32849 COMMERCIAL CONTROLS CORPORATION 10/5/2023 11562 General Fund Police Bldg Systems Support & Maintenance PD Oct 2023 3,202.00 32849 Total 3,202.00
32850 DB LIN CONSTRUCTION LLC 10/5/2023 APW23-00229 General Fund Refund Road Bond Dep APW23-00229, 1 Gresham 2,500.00 32850 Total 2,500.00
32851 DEPT OF CONSERVATION 10/5/2023 Oct 3 2023 General Fund SMIP Report -5% Seismic Education Bldg Jul-Sep 2023 (143.76) 32851 DEPT OF CONSERVATION 10/5/2023 Oct 3 2023 General Fund SMIP Report Bldg Jul-Sep 2023 2,875.29 32851 Total 2,731.53
32852 EMBARCADERO MEDIA 10/5/2023 124656 General Fund Planning Legal Ad Planning Commission Notice Plng 9/8/23 630.00 32852 EMBARCADERO MEDIA 10/5/2023 124812 General Fund Administration Legal Ad Public Hearing Notice Admin 9/1/23 420.00 32852 Total 1,050.00
32853 FLAGS USA LLC 10/5/2023 111407 General Fund Administration (300) 4x6 Custom Atherton Flag for Centennial Celebration 9/24/23 649.00
32853 Total 649.00
32854 GRAINGER INC 10/5/2023 9166360678 General Fund DPW-Street Maint. (1) Shoe Covers, (1) Boot Covers DPW Jan 2023 157.10 32854 Total 157.10
32855 GROVE CONSTRUCTION 10/5/2023 BP23-00186 General Fund Refund Recycling Dep BP23-00186, 19 Selby 9,714.38 32855 Total 9,714.38
32856 HAWKINS-MANUELIAN DIANA 10/5/2023 Sep 21 2023 General Fund City Council Lodging League of CA Cities Conf Vice Mayor D. HawkinsManuelian 9/21/23 255.10 32856 HAWKINS-MANUELIAN DIANA 10/5/2023 Sep 21 2023 General Fund City Council Parking League of CA Cities Conf Vice Mayor D. HawkinsManuelian 9/21/23 39.00 32856 Total 294.10
32857 INTERSTATE TRAFFIC CONTROL PRODUCTS 10/5/2023 259386 Measure A (1) 36X18 Custom Traffic Sign PW Sept 2023 110.47 32857 Total 110.47
32858 IRON MOUNTAIN INC 10/5/2023 HWMR368 General Fund Police Onsite Shredding Svc PD 8/23/23 -9/26/23 479.94 32858 Total 479.94
32859 LEUGERS JERRY 10/5/2023 22 General Fund Administration Leaf Blower Rebate J. Leugers Sept 2023 249.33 32859 Total 249.33
32860 MCKINLEY ELEVATOR CORP 10/5/2023 A168870-IN General Fund DPW-Park Maint. Elevator Svc on DOSH Permit Clearing HP Park Sept 2023 588.00 32860 Total 588.00
32861 METROPOLITAN PLANNING GROUP 10/5/2023 2003887 General Fund Planning Housing Element Update Plng May 2023 25,086.00 32861 METROPOLITAN PLANNING GROUP 10/5/2023 2003912 General Fund Planning Objective Design Standards Plng Jun 2023 7,647.50 32861 METROPOLITAN PLANNING GROUP 10/5/2023 2003913 General Fund Planning Contract Planning Services Plng Jun 2023 63,091.78 32861 METROPOLITAN PLANNING GROUP 10/5/2023 2004014 General Fund Planning Contract Planning Services Plng Aug 2023 84,990.53 32861 METROPOLITAN PLANNING GROUP 10/5/2023 2004015 General Fund Planning ADU Ordinance Update Plng Aug 2023 426.25 32861 METROPOLITAN PLANNING GROUP 10/5/2023 2004051 General Fund Planning Objective Design Standards Plng Aug 2023 3,085.00 32861 Total 184,327.06
32862 METZGER DAVID 10/5/2023 Sep 11-22 2023 General Fund Police (1) Tactical Pants for Motorcycle Training D. Metzger PD 9/11/23 - 9/22/23 71.65
32862 METZGER DAVID 10/5/2023 Sep 11-22 2023 General Fund Police Meal Motorcycle Training D. Metzger PD 9/11/23 -9/22/23 170.50 32862 Total 242.15
32863 ODP BUSINESS SOLUTIONS LLC 10/5/2023 324020000000 General Fund Building (1/3) bx Ziploc, (1/3) 36x48 Board Display Bldg Sept 2023 18.08 32863 ODP BUSINESS SOLUTIONS LLC 10/5/2023 324020000000 General Fund Planning (1/3) bx Ziploc, (1/3) 36x48 Board Display Plng Sept 2023 18.08 32863 ODP BUSINESS SOLUTIONS LLC 10/5/2023 324020000000 General Fund DPW-Engineering (1/3) bx Ziploc, (1/3) 36x48 Board Display PW Eng Sept 2023 27.40 32863 ODP BUSINESS SOLUTIONS LLC 10/5/2023 330502000000 General Fund Building (1/3) pk Sharpie Gel, (1/3) pk Facial Tissue Bldg Sept 2023 9.57 32863 ODP BUSINESS SOLUTIONS LLC 10/5/2023 330502000000 General Fund Planning (1/3) pk Sharpie Gel, (1/3) pk Facial Tissue Plng Sept 2023 9.56 32863 ODP BUSINESS SOLUTIONS LLC 10/5/2023 330502000000 General Fund DPW-Engineering (1/3) pk Sharpie Gel, (1/3) pk Facial Tissue PW Eng Sept 2023 9.57 32863 ODP BUSINESS SOLUTIONS LLC 10/5/2023 331033000000 General Fund Building (1) Toner Bldg Sept 2023 90.29 32863 Total 182.55
32864 PACIFIC PENINSULA GROUP 10/5/2023 APW22-00102 General Fund Refund Road Bond Dep APW22-00102, 55 Deodora 2,500.00 32864 PACIFIC PENINSULA GROUP 10/5/2023 APW22-00167 General Fund Refund Road Bond Dep APW22-00167, 102 Britton 2,500.00 32864 Total 5,000.00
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 32865 PENINSULA UNIFORMS & EQUIPMENT 10/5/2023 201381 General Fund Police (1) Body Armor Litex D. Rojas PD Aug 2023 933.88 32865 PENINSULA UNIFORMS & EQUIPMENT 10/5/2023 201616 General Fund Police (1) Wool Pants, (1) Taper Legs, (1) Taclite Pants I. Davidovich Aug 2023 294.66
32865 PENINSULA UNIFORMS & EQUIPMENT 10/5/2023 201617 General Fund Police (4) Whistle Chain, (4) Whistle K. Macdonald PD Aug 2023 43.51 32865 PENINSULA UNIFORMS & EQUIPMENT 10/5/2023 201651 General Fund Police (1) Body Armor Litex M. Mijangos PD Aug 2023 933.88 32865 PENINSULA UNIFORMS & EQUIPMENT 10/5/2023 201813 General Fund Police (4) Shirts Taclite, (4) Pants Stryke, (4) Name Patch, (4) K-9 Patch, (4) shirt Zipper, (4) Shirt Sides & Arms, (4) Pant Taper Leg, (2) Name Patch D. Romero PD Aug 2023 1,029.23
32865 PENINSULA UNIFORMS & EQUIPMENT 10/5/2023 201912 General Fund Police (2) Shirt Armorskin S/S, (2) Srgt Chevron Set, (2) Shirt Shorten Sleeves, (2) Shirt Arm In J. Taylor PD Sept 2023 237.31 32865 PENINSULA UNIFORMS & EQUIPMENT 10/5/2023 201929 General Fund Police (8) Shirt Remove & Sew On Patch, (2) Jacket Remove & Sew On Patch K. Pronske PD Sept 2023 80.00
32865 PENINSULA UNIFORMS & EQUIPMENT 10/5/2023 201940 General Fund Police (1) Baton Grommet Tapered K. Pronske PD Sept 2023 8.74 32865 PENINSULA UNIFORMS & EQUIPMENT 10/5/2023 201955 General Fund Police (1) Hat Flexfit & Sew on Patch J. Yamsuan PD Sept 2023 19.72 32865 PENINSULA UNIFORMS & EQUIPMENT 10/5/2023 202096 General Fund Police (1) Pants Pants D. Metzger PD Sept 2023 95.59 32865 Total 3,676.52
32866 ROMERO DIEGO 10/5/2023 Sep 26 2023 General Fund Police Gas (Did not have Gas Card) D. Romero PD 9/26/23 66.06 32866 Total 66.06
32867 SUN ROSINA 10/5/2023 21 General Fund Administration Leaf Blower Rebate R. Sun Sept 2023 218.65 32867 Total 218.65
32868 T J C HOME BUILDERS LLC 10/5/2023 APW12-00353 363 General Fund Refund Road Bond Dep APW22-00353 & APW22-00363, 1 Nora 5,000.00 32868 Total 5,000.00
32869 TAYLOR JEFF 10/5/2023 Sep 25-27 2023 General Fund Police Meal Field Sobriety Test Trng J. Taylor PD 9/25/23 -9/27/23 58.51 32869 Total 58.51
32870 TERRYBERRY 10/5/2023 P01824 General Fund Administration Employee Svc Award 5 Yrs -Bracelet R. Ovadia Jun 2023 152.27 32870 TERRYBERRY 10/5/2023 P03940 General Fund Administration Employee Svc Award 10 Yrs -Slow Cooker E. Johnson Jun 2023 353.56 32870 TERRYBERRY 10/5/2023 P03941 General Fund Administration Employee Svc Award 10 Yrs -Cookware Set N. Phonpradith Jun 2023 384.67
32870 TERRYBERRY 10/5/2023 P30503 General Fund Administration Employee Svc Award 10 Yrs -Electric Pressure Wash D. Larsen Jul 2023 401.04
32870 Total 1,291.54
32871 TRIDENT K9 CONSULTING 10/5/2023 1514 General Fund Police K9 Maint Training Jessie D. Romero PD Sep 2023 600.00 32871 Total 600.00
32872 WILLIAM JAY CATERING INC. 10/5/2023 3379 General Fund Administration Catering Svc for the Centennial Celebration 9/24/23 22,312.50 32872 Total 22,312.50
32873 ZIWEI ZHAO c/o CYNERGY GROUP 10/5/2023 BP20-00859 General Fund Refund Recycling Dep BP20-00859, 333 Atherton 1,077.00 32873 Total 1,077.00
32876 DELTA DENTAL OF CALIFORNIA 10/5/2023 23-Oct General Fund Dental Cobra J. Wade Oct 2023 182.56 32876 DELTA DENTAL OF CALIFORNIA 10/5/2023 23-Oct General Fund Finance Dental J. Tapiru Sep-Oct 2023 112.46 32876 DELTA DENTAL OF CALIFORNIA 10/5/2023 23-Oct General Fund DPW-Engineering Dental T. Au Oct 2023 56.23 32876 DELTA DENTAL OF CALIFORNIA 10/5/2023 501-08-2023 General Fund PR Batch 00501.08.2023 Dental Ins 4,029.94 32876 Total 4,381.19
32877 VISION SERVICE PLAN 10/5/2023 23-Oct General Fund Vision Cobra J. Wade Oct 2023 32.46 32877 VISION SERVICE PLAN 10/5/2023 23-Oct General Fund Finance Vision J. Tapiru Sep-Oct 2023 24.96 32877 VISION SERVICE PLAN 10/5/2023 23-Oct General Fund DPW-Engineering Vision T. Au Oct 2023 12.48 32877 VISION SERVICE PLAN 10/5/2023 501-09-2023 General Fund PR Batch 00501.09.2023 Vision Insurance 847.62 32877 Total 917.52
32878 1ST FIVE MINUTES INC 10/12/2023 09262023APD General Fund Police First Aid/CPR/AED 8 hrs POST Cert Mandated Trng PD Sep 2023 2,325.00 32878 Total 2,325.00
32879 AT&T CALNET 3 10/12/2023 20581820 General Fund Police Radio Circuits PD 8/27/23 -9/26/23 622.78 32879 AT&T CALNET 3 10/12/2023 20609363 General Fund Police Radio Circuits PD Sept 2023 1,169.01 32879 Total 1,791.79
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 32880 BAE URBAN ECONOMICS INC. 10/12/2023 2695-Seo23 General Fund Planning Atherton Inclusionary Feasibility Study Sept 2023 1,270.00 32880 Total 1,270.00
32881 CAL-WEST LIGHTING & SIGNAL MAINTENANCE INC. 10/12/2023 230854 General Fund DPW-Street Maint. Traffic Signal Maintenance Svc Aug 2023 165.00 32881 CAL-WEST LIGHTING & SIGNAL MAINTENANCE INC. 10/12/2023 230855 General Fund DPW-Street Maint. Traffic Signal Svc Calls Aug 2023 180.00 32881 CAL-WEST LIGHTING & SIGNAL MAINTENANCE INC. 10/12/2023 230903 General Fund DPW-Street Maint. Traffic Signal Maintenance Svc Sept 2023 165.00 32881 CAL-WEST LIGHTING & SIGNAL MAINTENANCE INC. 10/12/2023 230904 General Fund DPW-Street Maint. Traffic Signal Svc Calls Middlefield & Marsh PW Sept 2023 714.12 32881 CAL-WEST LIGHTING & SIGNAL MAINTENANCE INC. 10/12/2023 230905 General Fund DPW-Street Maint.
Street Lighting Repair Svc 24 & 98 Mesa & 66 Stevenson Sept 2023 826.19
32881 Total 2,050.31
32882 CASTILLO PLUMBING INC. 10/12/2023 23-Sep GF Projects Atherton Rail Station Rehabilitation Project -5% Retention 8/5/23 -9/20/23 (2,127.50)
32882 CASTILLO PLUMBING INC. 10/12/2023 Sep 8 2023 GF Projects Atherton Rail Station Rehabilitation Project 8/5/23 -9/20/23 42,550.00 32882 Total 40,422.50
32883 CINTAS CORPORATION 10/12/2023 4169561036 General Fund Police (1) Active Scraper, (3) Traffic Mat PD Oct 2023 106.72 32883 Total 106.72
32884 CKA ARCHITECTS 10/12/2023 BP23-00497 General Fund Refund Recycling Dep BP23-00497, 42 San Benito 8,552.75 32884 Total 8,552.75
32885 DAVIDOVICH IGOR 10/12/2023 Sep 20 2023 General Fund Police Meals Museum of Tolerance Trng I. Davidovich PD 9/20/23 103.86 32885 DAVIDOVICH IGOR 10/12/2023 Sep 20 2023 General Fund Police Mileage Museum of Tolerance Trng I. Davidovich PD 9/20/23 22.40 32885 Total 126.26
32886 DOUBLE O ENGINEERING INC 10/12/2023 APW22-00122 General Fund Refund Road Bond Dep APW22-00122, 133 Burns 2,500.00 32886 Total 2,500.00
32887 DUCKY'S CAR WASH LLC 10/12/2023 100502023 General Fund Police Car Washed PD Sept 2023 310.23 32887 Total 310.23
32888 FAST RESPONSE ON-SITE TESTING INC. 10/12/2023 158285 General Fund Police Annual Gas Mask Fit Testing PD 9/26/23 5,652.00 32888 Total 5,652.00
32889 FONG JON 10/12/2023 Sep 28-29 2023 General Fund Police Meals IA and OIS Trng J. Fong PD 9/28/23 -9/29/23 35.89 32889 FONG JON 10/12/2023 Sep 28-29 2023 General Fund Police Mileage IA and OIS Trng J. Fong PD 9/28/23 -9/29/23 7.86 32889 Total 43.75
32890 GREAT AMERICA FINANCIAL SERVICES CORPORATION 10/12/2023 34988711 General Fund Building (1/3) Lease Toshiba E-Studio5015 AC Copier Bldg Sept 2023 184.47 32890 GREAT AMERICA FINANCIAL SERVICES CORPORATION 10/12/2023 34988711 General Fund Planning (1/3) Lease Toshiba E-Studio5015 AC Copier Plng Sept 2023 184.48 32890 GREAT AMERICA FINANCIAL SERVICES CORPORATION 10/12/2023 34988711 General Fund DPW-Engineering (1/3) Lease Toshiba E-Studio5015 AC Copier PW Sept 2023 184.48 32890 Total 553.43
32891 HOLIDAY LIGHTS INC. 10/12/2023 5206 Library Fund Tree Wrap Lighting for Holidays Season Library Oct 2023 9,500.00 32891 HOLIDAY LIGHTS INC. 10/12/2023 5206 GF Projects Tree Wrap Lighting for Holiday Season Town Center Oct 2023 9,500.00 32891 Total 19,000.00
32892 INFINITY TECHNOLOGIES 10/12/2023 1751 General Fund DPW-Engineering General GIS Support Sept 2023 553.75 32892 INFINITY TECHNOLOGIES 10/12/2023 1783 General Fund Interdepartmental (2) LG 43" Class UltraFine IPS Display w/USB Type-C Sept 2023 1,105.72 32892 INFINITY TECHNOLOGIES 10/12/2023 1783 General Fund Interdepartmental (94) Datto Office 365 Backup Service Sept 2023 211.50 32892 INFINITY TECHNOLOGIES 10/12/2023 1783 General Fund Interdepartmental Contract IT Support Svcs Sept 2023 9,683.00 32892 INFINITY TECHNOLOGIES 10/12/2023 1784 General Fund Planning General DATA Housing & ADU Research Plng Sept 2023 1,590.00 32892 INFINITY TECHNOLOGIES 10/12/2023 1834 General Fund Interdepartmental Migration Follow up -work w/AT&T, TEA, CMS Comm, Carousel, Comcast, Atherton Fiber & Others to Ensure System &
Infrastructure Readiness in & Transition of New Civic Center Jul - Sept 2023 996.87
32892 Total 14,140.84
32893 JT GRAPHICS 10/12/2023 6556 General Fund Building (200) 18x24 Construction Signs Bldg Sept 2023 2,447.14 32893 Total 2,447.14
32894 KAISER PERMANENTE 10/12/2023 354 General Fund Refund Park Dep Inv#354, 10/4/23 600.00
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 32894 Total 600.00
32895 KREFELD'S AWARDS INC 10/12/2023 33656 General Fund Police Plate Engraved Emp of the 3rd Qtr 2023 PD 38.46 32895 Total 38.46
32896 LUCILLE PACKARD CHILDRENS HOSPITAL 10/12/2023 346 General Fund Refund Park Dep Inv#346, 9/26/23 600.00 32896 Total 600.00
32897 MENLO-ATHERTON MUSIC BOOSTERS 10/12/2023 Sep 28 2023 General Fund Administration Jazz Performance Atherton Centennial Celebration 9/24/23 800.00 32897 Total 800.00
32898 ROJAS DAN 10/12/2023 Aug 28-31 2023 General Fund Police Lunch APEC Motor Trng D. Rojas PD 8/28/23 18.00 32898 ROJAS DAN 10/12/2023 Aug 28-31 2023 General Fund Police Lunch APEC Motor Trng D. Rojas PD 8/29/23 18.00 32898 ROJAS DAN 10/12/2023 Oct 2-6 2023 General Fund Police Car Rental Traffic Collision Trng D. Rojas PD 10/2/23 -10/6/23 738.57 32898 ROJAS DAN 10/12/2023 Oct 2-6 2023 General Fund Police Meal Traffic Collision Trng D. Rojas PD 10/2/23 -10/6/23 217.06 32898 ROJAS DAN 10/12/2023 Oct 2-6 2023 General Fund Police Mileage Traffic Collision Trng D. Rojas PD 10/2/23 -10/6/23 37.60 32898 Total 1,029.23
32899 ROMERO DIEGO 10/12/2023 Sep 22 2023 General Fund Police Meal CA Case Law Trng D. Romero PD 9/22/23 18.00 32899 Total 18.00
32900 SAN JOSE BMW/VESPA 10/12/2023 275840 General Fund Police 6k Maint Svc, Renew Clutch, Front & Rear Tire, and Rear Pad 2020 BMW PD 9/26/23 3,399.04
32900 Total 3,399.04
32901 SAN MATEO CNTY FORENSIC LAB 10/12/2023 PS-INV104355 General Fund Police (1) Narcotic, (1) Fingerprint, (4) Phlebotomy Svc PD Sept 2023 1,332.00 32901 SAN MATEO CNTY FORENSIC LAB 10/12/2023 PS-INV104378 General Fund Police Forensic Lab Annual Flat Fee PD FY2023-24 5,955.69 32901 Total 7,287.69
32902 SAN MATEO CNTY INFO SERV DEPT 10/12/2023 1YAT12309 General Fund Police (2) Microwave Mux DSO PD Sept 2023 164.51 32902 Total 164.51
32903 SHARP ELECTRONICS CORPORATION 10/12/2023 9004520682 General Fund Police Billable Copies BW & Colored PD 5/31/23 -8/30/23 26.86 32903 Total 26.86
32904 STARVISTA 10/12/2023 6979 General Fund Police Contribution to the First Chance Program PD Jul-Dec 2023 6,120.49 32904 Total 6,120.49
32905 TOWNE FORD SALES 10/12/2023 FOCS354870 General Fund Police Replaced Injector & Connector for Cylinder 3 2017 Ford Truck PD 9/29/23 701.21
32905 Total 701.21
32906 TURBO DATA SYSTEMS INC 10/12/2023 41220 General Fund Police Electronic Citation Processing Fee PD Sept 2023 23.63 32906 TURBO DATA SYSTEMS INC 10/12/2023 41221 General Fund Police (10) E-Ctie Lease PD Sept 2023 2,760.94 32906 TURBO DATA SYSTEMS INC 10/12/2023 41222 General Fund Police Traffic Citation Processing Fee PD Sept 2023 790.50 32906 Total 3,575.07
32907 US BANK VOYAGER FLEET SYSTEMS INC. 10/12/2023 8690160000000 General Fund Police Motorocycle Fuel Charges PD Sept 2023 1,031.81 32907 Total 1,031.81
32908 V&V BROS RVSAND TRAILERS LLC 10/12/2023 8412 General Fund Police Maint Svc -Check Brake, Replace 4 Pins for a 7 Pins, Remove Damage & Install New Trailer Coupler, New Tongue Jack, Install ETrack & Breakaway System 1991 Trailer PD 10/3/23 2,194.22 32908 Total 2,194.22
32909 WEST COAST ARBORISTS INC. 10/12/2023 205291 General Fund DPW-Street Maint. Tree Maint Svc for Street PW 9/1/23 -9/15/23 19,590.00 32909 Total 19,590.00
32910 WEX BANK 10/12/2023 92363918 General Fund Police Fuel Charges PD Sept 2023 8,725.03 32910 Total 8,725.03
32911 ADO PROFESSIONAL SOLUTIONS INC. 10/19/2023 12981905 General Fund Finance Temp Employee P. Morin Fin 9/5/23 -9/8/23 1,815.00 32911 ADO PROFESSIONAL SOLUTIONS INC. 10/19/2023 12984299 General Fund Finance Temp Employee P. Morin Fin 9/11/23 -9/15/23 2,400.00 32911 ADO PROFESSIONAL SOLUTIONS INC. 10/19/2023 13003031 General Fund Finance Temp Employee P. Morin Fin 9/25/23 -9/29/23 1,320.00 32911 ADO PROFESSIONAL SOLUTIONS INC. 10/19/2023 13003838 General Fund Administration Temp Employee T. Allen Admin 9/25/23 -9/29/23 1,745.60 32911 ADO PROFESSIONAL SOLUTIONS INC. 10/19/2023 13004617 General Fund Administration Temp Employee T. Allen Admin 10/2/23 -10/6/23 1,781.82 32911 Total 9,062.42
32912 AIR TREATMENT CORPORATION 10/19/2023 FS213797 Library Fund Perform Multistack ARA/MOD2 Real Coil Leak Repair Library Sept 2023 5,710.98
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 32912 AIR TREATMENT CORPORATION 10/19/2023 FS213797 General Fund DPW-Building Maint.
Perform Multistack ARA/MOD2 Real Coil Leak Repair Town Sept 2023 8,566.46
32912 Total 14,277.44
32913 ARC 10/19/2023 12235252 General Fund Building
(2483) Large & (8926) Small Document Format Scanning Bldg Sept 2023 2,913.45
32913 Total 2,913.45
32914 BAIRD + DRISKELL COMMUNITY PLANNING 10/19/2023 2023-33 General Fund Planning Atherton Contribution for 21 Elements Implement Work for FY23/24 PLng 1,950.00
32914 BAIRD + DRISKELL COMMUNITY PLANNING 10/19/2023 2023-33 General Fund Atherton Contribution for 21 Elements Implement Work for FY24/25 Plng 1,950.00
32914 Total 3,900.00
32915 BEAR TRAINING SOLUTIONS INC. 10/19/2023 1010 Equipment Replacement Door Training Simulator To Be Used w/Breaching Tools PD Oct 2023 7,926.91
32915 Total 7,926.91
32916 BRIGHTVIEW LANDSCAPE SERVICES INC. 10/19/2023 8623201 General Fund DPW-Park Maint. Pathway Renovation from Asphalt to DG HP Park Sept 2023 15,288.59 32916 BRIGHTVIEW LANDSCAPE SERVICES INC. 10/19/2023 8623278 GF Projects Install Creeping Fig Around Waterline Access Point Town Center Sept 2023 233.64
32916 BRIGHTVIEW LANDSCAPE SERVICES INC. 10/19/2023 8623708 General Fund DPW-Park Maint. Installed New Quick Coupler HP Park Sept 2023 1,830.00 32916 Total 17,352.23
32917 BUSCHMAN SCOTT 10/19/2023 220138 General Fund Administration Digital Image for Earth Day Admin Oct 2023 25.00 32917 Total 25.00
32918 CALIFORNIA STATE DISBURSEMENT UNIT 10/19/2023 502-10-2023FR General Fund PR Batch 00502.10.2023 Garnishment 323.07 32918 CALIFORNIA STATE DISBURSEMENT UNIT 10/19/2023 502-10-2023NT General Fund PR Batch 00502.10.2023 Garnishment 177.69 32918 Total 500.76
32919 CAPITAL ONE PUBLIC FUNDING LLC 10/19/2023 11741048 General Fund Loan#101018626 Town Hall Abate LSE Real Pro-Rev 6/1/23 - 12/1/23 432,980.51
32919 Total 432,980.51
32920 CINTAS CORPORATION 10/19/2023 4166861838 General Fund Police (1) Active Scraper, (3) Traffic Mats PD Sept 2023 106.72 32920 CINTAS CORPORATION 10/19/2023 4168146364 General Fund Police (1) Active Scraper, (3) Traffic Mats PD Sept 2023 106.72 32920 CINTAS CORPORATION 10/19/2023 4170972464 General Fund Police (1) Active Scraper, (3) Traffic Mats PD Oct 2023 106.72 32920 Total 320.16
32921 CISCO KRISTY 10/19/2023 Oct 9-13 2023 General Fund Police Lodging RIMS Trng K. Cisco PD 10/9/23 -10/13/23 238.32 32921 CISCO KRISTY 10/19/2023 Oct 9-13 2023 General Fund Police Meal RIMS Trng K. Cisco PD 10/9/23 -10/13/23 99.69 32921 Total 338.01
32922 DE LAGE LANDEN FINANCIAL SERVICES INC. 10/19/2023 81117841 General Fund Police Lease Sharp BP-70M36 Copier PD Oct 2023 506.11 32922 Total 506.11
32923 DEL ANJIN CORPORATION 10/19/2023 Oct 12 2023 General Fund Police (3) Motorcycle Jackets D. Metzger, K. MacDonald, & D. Rojas PD Oct 2023 2,770.07
32923 Total 2,770.07
32924 FASTSIGNS OF REDWOOD CITY 10/19/2023 395-51156 General Fund Police (1) Alarm Sign PD Oct 2023 38.46 32924 FASTSIGNS OF REDWOOD CITY 10/19/2023 395-51211 General Fund Police (1) Alarm Sign PD Oct 2023 38.46 32924 Total 76.92
32925 ICMA 10/19/2023 CY 2024 General Fund Administration ICMA Membership CM G. Rodericks Admin Jan-Dec 2024 1,200.00 32925 Total 1,200.00
32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police Supplies for ADAPT PD Aug 2023 22.70 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund DPW-Park Maint. (1) 6x50 Fence Privacy Screen Shade Gilmore House HP Park Aug 2023 55.06
32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund DPW-Park Maint. (1) 6x50 Fence Privacy Screen Shade Gilmore House -Returned HP Park Aug 2023 (55.06)
32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund DPW-Park Maint. (1) 6x50 Fence Privacy Screen Shade Gilmore House -Returned HP Park Aug 2023 (57.96)
32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund DPW-Park Maint. (1) 6x50 Fence Privacy Screen Shade Gilmore House -Returned HP Park Aug 2023 (57.96)
32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police (12) Microban Spray PD Sept 2023 43.54
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police (12) Nespresso, (10) Safety Vests, (2) dz Sponges PD Sept 2023 62.87 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police (2) 4x6 Sticky Notes, (2) Wipes PD Aug 2023 95.78 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund DPW-Park Maint. (2) 6x50 Fence Privacy Screen Shade Gilmore House HP Park Aug 2023 115.92
32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police (2) Challenge Coin Holder, (2) Blankets PD Sept 2023 120.62 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police (250) Halloween Bags PD Sept 2023 351.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police (4) Hand Sanitizer PD Sept 2023 20.77 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police (400) Lens Cleaners, (200) Wipe Sheets ,(10) Nespresso PD Sept 2023 144.33
32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police (50) Personalize Two-Tone Padfolio PD Sept 2023 593.53 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police (1) pk Coffee Cups, (2) Scientific Cal, (1) dz Field Notebook PD Sept 2023 164.09
32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police (2) Portable A/C Due to HVAC Out PD Aug 2023 590.60 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police 2021 Zoning Code & Property Maint Book L. Daley PD 116.35 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police 2023 CACEO Conf Reg Fees L. Daley 9/12/23 500.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police Airfare Museum of Tolerance I. Davidovich PD 126.80 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police Airfare Museum of Tolerance J. Fong PD 126.80 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police Airfare Museum of Tolerance N. Torres PD 126.80 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police Beverages Employees Luncheon Hosted by PD 9/21/23 36.35 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police Bicycle Saddle Bag BAIT Bike PD Aug 2023 17.44 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police Bicycle Wire Basket BAIT Bike PD Aug 2023 27.33 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police Bridge Toll to Transport for M/C Repairs PD 8/23/23 7.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police CLEARS Trng Reg Fees K. Cisco PD 8/29/23 650.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police Desktop Paperholder PD Sept 2023 56.40 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police Dry Cleaning Red E Fox Costume PD Sept 2023 40.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police Employee Luncheon Hosted by PD 9/21/23 415.33 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police K9 Boarding Jessie D. Romero PD 9/5/23 -9/9/23 175.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police K9 Trng Agitator I. Davidovich & Team Evaluators K. Pronske 230.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police K9 Yearly Handler Fees PD Aug 2023 140.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police Lodging CLEAR Trng K. Cisco PD 11/5/23 -11/6/23 229.93 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police SWAP Cooler Defective -Return PD 8/30/23 (218.74) 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 0866/9-22-23JF General Fund Police Traffic Investigation Kit PD Sept 2023 48.90 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 3299/9-22-23EJ General Fund Police (1) Air Compressor Kit for the Fleet Vehicle PD 9/14/23 51.34 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 3299/9-22-23EJ General Fund Police (1) Air Hose for the Air Compressor PD Sept 2023 25.69 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 3299/9-22-23EJ General Fund Police (1) EV Lithium Batteries PD Sept 2023 26.90 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 3299/9-22-23EJ General Fund Police 20 Gal Single Stage Compressor for the Fleet Vehicle PD Aug 2023 905.30 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 3299/9-22-23EJ General Fund Police 50GB Storage Plan Monthly Fee PD Aug 2023 0.99 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 3299/9-22-23EJ General Fund Police Coupler & Plug Kit for the Air Compressor PD Aug 2023 20.29 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 4380/9-22-23RL General Fund Administration Chairs & Tables Rental Dep for Centennial Celebration 9/24/23 196.11 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 4380/9-22-23RL General Fund Administration Media Subscription Admin Sept 2023 15.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 4525/9-22-23HL General Fund DPW-Engineering Arborist Books S. Bentz PW Aug 2023 324.68 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 4525/9-22-23HL General Fund DPW-Building Maint. Elavator Inspection & Maint Svc Town Sept 2023 2.88 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 4525/9-22-23HL General Fund DPW-Building Maint. Elavator Inspection & Maint Svc Town Sept 2023 5.18 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 4525/9-22-23HL General Fund DPW-Building Maint. Elavator Inspection & Maint Svc Town Sept 2023 225.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 4525/9-22-23HL General Fund DPW-Building Maint. Elavator Inspection & Maint Svc Town Sept 2023 125.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 5762/9-22-23DL General Fund Police (12) Sanitizing Spray, (80) Face Mask PD Sept 2023 78.72 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 5762/9-22-23DL General Fund Police FTO Update Trng Reg Fee D. Rojas PD 10/12, 10/19 & 10/26/23 450.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 5762/9-22-23DL General Fund Police Investigative Svcs PD Sept 2023 75.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 5762/9-22-23DL General Fund Police Lodging CACEO Conf D. Larsen PD 11/6/23 -11/9/23 474.87 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 5762/9-22-23DL General Fund Police Lodging CCUG Conf G. Abarca PD 9/11/23 -9/15/23 910.20 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 5762/9-22-23DL General Fund Police Lunch SRO Meeting PD 9/14/23 217.63
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 5762/9-22-23DL General Fund Police Police Trng Seminar Reg Fee PD 12/4/23 289.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 5762/9-22-23DL General Fund Police Public Safety Recruitment Reg Fee D. Larsen & J. Frew PD 1/11/24 390.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 5762/9-22-23DL General Fund Police Public Records Trng Reg Fee A. Gutierrez PD 11/15/23 279.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 5762/9-22-23DL General Fund Police Van Rental Presidentail Visit PD 9/26/23 207.33 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 6914/9-22-23PD General Fund Police (1) 2x4 Velcro BAIT Bike Parts PD 9/4/23 29.04 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 6914/9-22-23PD General Fund Police Coffee for Meeting ADAPT PD 9/9/23 20.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 6914/9-22-23PD General Fund Police Donuts for Meeting ADAPT PD 9/9/23 21.98 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 7361/9-22-23GR General Fund Administration Airfare ICMA Conf CM G. Rodericks Admin 10/3/23 173.90 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 7361/9-22-23GR General Fund Administration Airfare ICMA Conf CM G. Rodericks Admin 9/30/23 188.90 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 7361/9-22-23GR General Fund Administration 45K Maint Svc 2021 Toyota RAV4 CM G. Rodericks Admin 8/25/23 287.61 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 7361/9-22-23GR General Fund Administration Car Wash CM G. Rodericks Admin 9/9/23 59.99 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 7361/9-22-23GR General Fund Administration Lodging ICMA Conf CM G. Rodericks 9/30/23-10/3/23 339.30 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 7361/9-22-23GR General Fund Administration The Wall Street Journal Subcriptions CM G. Rodericks Admin Aug 2023 38.99
32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund Interdepartmental Adobe Subcriptions 8/25/23 -9/24/23 575.76 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund Administration Banner Public Engagement and Communication Sept 2023 76.50 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund City Council Beverages for the Centennial Celebration 9/24/23 30.34 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund Administration Bouse House Rental for Bike Rodeo Event PD Sep 2023 487.45 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund Interdepartmental Business Dropbox 8/26/23 -9/26/23 72.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund Administration Cake for Sept Birthday Celebration Admin 46.70 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund City Council Dinner for Council Meeting 9/22/23 516.39 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund Administration Error Transaction Reimburse Town via Check #191 83.42 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund Administration Error Transaction Reimburse Town via Check #191 140.45 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund Administration Error Transaction Reimburse Town via Check #191 28.21 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund DPW-Park Program Hanging Brackets PW Park Program Aug 2023 703.28 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund City Council League of CA Cities Conf Reg Fee Mayor B. Widmer 8/30/23 700.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund Interdepartmental MS Office 365 Subcription Sept 2023 1.00 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund Interdepartmental MS Office 365 Subscription Aug 2023 13.35 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund Interdepartmental MS Office 365 Subscription Aug 2023 5.81 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund City Council Photographer Session for Council Members Sept 2023 97.01 32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund City Council Refreshments for Center Age-Friendly Workshop/Focus Group Council 8/22/23 160.03
32926 IMPAC. GOVERNMENT SERVICES 10/19/2023 9369/9-22-23AS General Fund Interdepartmental Zoom Meeting Svcs 9/12/23 -10/11/23 299.90 32926 Total 15,554.94
32927 INTERWEST CONSULTING GROUP INC 10/19/2023 91472 General Fund Building Contract Bldg & Safety Svcs -58% Rev Bldg Sept 2023 103,964.23 32927 INTERWEST CONSULTING GROUP INC 10/19/2023 91472 General Fund Building Reimb Lease Dell Computer Bldg Sept 2023 (148.92) 32927 Total 103,815.31
32928 JEREMY SCOTT DENNIS 10/19/2023 5 General Fund Administration Planning & Building Consulting Svc Admin Sept 2023 4,700.00 32928 Total 4,700.00
32929 KBM OFFICE EQUIPMENT INC. 10/19/2023 120703 General Fund Police Fabrication Install & Sales Tax Charges PD 833.94 32929 KBM OFFICE EQUIPMENT INC. 10/19/2023 120703 General Fund Police Large File Cabinets to Lock/Store Former Police
Backgrounds/Personnel File PD 2,294.28
32929 Total 3,128.22
32930 METROPOLITAN PLANNING GROUP 10/19/2023 2003925 General Fund Planning Housing Element Update Plng Jun 2023 24,786.25 32930 METROPOLITAN PLANNING GROUP 10/19/2023 2004055 General Fund Planning Housing Element Update Plng Aug 2023 17,830.55 32930 METROPOLITAN PLANNING GROUP 10/19/2023 2004103 General Fund Planning Contract Planning Svcs Sept 2023 62,429.28 32930 Total 105,046.08
32931 MUNISERVICES LLC 10/19/2023 INV06-017370 General Fund Finance Business Lic (MUNI Svc) Processing Svcs Fin Sept 2023 4,650.00 32931 Total 4,650.00
32932 MYERS-STEVENS & TOOHEY CO. INC. 10/19/2023 1410416 General Fund Police Long-Term Disability Ins PD Oct 2023 404.00 32932 MYERS-STEVENS & TOOHEY CO. INC. 10/19/2023 1410416 General Fund Police Short-Term Disability Ins PD Oct 2023 404.00 32932 Total 808.00
32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 330856457001 General Fund Administration (6) 18x24 Poster Admin 9/21/23 177.14
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333248126001 General Fund Administration (1) 18x24 Poster Admin 9/23/23 32.80 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333250460001 General Fund Administration (1) 18x24 Poster Admin 9/23/23 32.80 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333251055001 General Fund Administration (1) 18x24 Poster Admin 9/23/23 32.80 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333373490001 General Fund Administration (1) bx Cookies, (1) pk Chips, (1) pk Trail Mix, (1) pk Pop Chips Admin Sept 2023 201.43
32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333373490002 General Fund Administration (1) Variety Cookies Admin Sept 2023 44.00 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333464022001 General Fund Administration (1) bx Cookies (1) pk Soda Admin Sept 2023 46.44 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333467737001 General Fund Administration (5) Easel Table Top, (2) Leaflet Holder Admin Sept 2023 73.70 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333475383001 General Fund Building (1/3) pk Facial Tissue, (2/3) pk Clipboard, (1/3) dz Blue Pen Bldg Oct 2023 14.12
32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333475383001 General Fund Planning (1/3) pk Facial Tissue, (2/3) pk Clipboard, (1/3) dz Blue Pen Plng Oct 2023 14.12
32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333475383001 General Fund DPW-Engineering (1/3) pk Facial Tissue, (2/3) pk Clipboard, (1/3) dz Blue Pen PW Eng Oct 2023 14.12
32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333486384001 General Fund Building (2/3) dz Black & Red Gel Pen Bldg Oct 2023 9.71 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333486384001 General Fund Planning (2/3) dz Black & Red Gel Pen Plng Oct 2023 9.72 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333486384001 General Fund DPW-Engineering (2/3) dz Black & Red Gel Pen PW Eng Oct 2023 9.72 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333490682001 General Fund Administration (1) Coconut Drink Admin Sept 2023 50.99 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333582026001 General Fund Administration (2) pk AAA Battery, (2) ct Paper Admin Sept 2023 121.36 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 333709188001 General Fund Administration (1) ct Wipes, (1) ca Purell 12oz Admin Sept 2023 145.51 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 334001718001 General Fund Building (1/3) pk Brita Filter, (1/3) pk Post-it Notes, (1/3) pk Notepads Bldg Oct 2023 21.13
32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 334001718001 General Fund Planning (1/3) pk Brita Filter, (1/3) pk Post-it Notes, (1/3) pk Notepads Plng Oct 2023 21.13
32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 334001718001 General Fund DPW-Engineering (1/3) pk Brita Filter, (1/3) pk Post-it Notes, (1/3) pk Notepads PW Eng Oct 2023 21.14
32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 334524333001 General Fund Building (1/3) ct Paper, (1) Lanyards Paper Bldg Sept 2023 33.34 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 334524333001 General Fund Planning (1/3) ct Paper, (1) Lanyards Paper Plng Sept 2023 33.34 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 334524333001 General Fund DPW-Engineering (1/3) ct Paper, (1) Lanyards Paper PW Eng Sept 2023 33.35 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 335168302001 General Fund Police (1) pk Sharpie, (1) dz Marker, (1) ca Copy Paper PD Oct 2023 88.34 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 335576862001 General Fund Building (4/3) ca Bottle Water Bldg Oct 2023 21.32 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 335576862001 General Fund Planning (4/3) ca Bottle Water Plng Oct 2023 21.32 32933 ODP BUSINESS SOLUTIONS LLC 10/19/2023 335576862001 General Fund DPW-Engineering (4/3) ca Bottle Water PW Eng Oct 2023 21.32 32933 Total 1,346.21
32934 ACTION TOWING 10/26/2023 196714 General Fund Administration Tow Svc -Flat Tire 2021 Toyota RAV4 CM G. Rodericks 10/19/23 170.50 32934 Total 170.50
32935 PATRICK HAWKINS PRINTING INC. 10/19/2023 20496 General Fund Planning Business Card B. Bendix Plng Oct 2023 56.72 32935 PATRICK HAWKINS PRINTING INC. 10/19/2023 20496 General Fund DPW-Engineering Business Card T. Au DPW Eng Oct 2023 56.72 32935 PATRICK HAWKINS PRINTING INC. 10/19/2023 20509 General Fund Police Business Card E. Rivera PD Oct 2023 68.59 32935 Total 182.03
32936 PET FOOD EXPRESS 10/19/2023 17-2309SJ General Fund Police (1) Dental Treats, (1) Waste Bag, (1) Dog Food K9 Jessie D.
Romero Sept 2023 96.77
32936 Total 96.77
32937 PG & E 10/19/2023 08963023620/Sep General Fund DPW-Park Maint. 160 Walkins (GM House) 8/23/23 -9/21/23 221.44 32937 PG & E 10/19/2023 11940786962/Sep General Fund Administration Civic Center 80 Fair Oaks Admin 8/18/23 -9/17/23 309.40 32937 PG & E 10/19/2023 11940786962/Sep General Fund Building Civic Center 80 Fair Oaks Bldg 8/18/23 -9/17/23 309.40 32937 PG & E 10/19/2023 11940786962/Sep Library Fund Civic Center 80 Fair Oaks Library 8/18/23 -9/17/23 4,950.43 32937 PG & E 10/19/2023 11940786962/Sep General Fund Police Civic Center 80 Fair Oaks PD 8/18/23 -9/17/23 6,188.04 32937 PG & E 10/19/2023 11940786962/Sep General Fund Planning Civic Center 80 Fair Oaks Plng 8/18/23 -9/17/23 309.40 32937 PG & E 10/19/2023 11940786962/Sep General Fund DPW-Engineering Civic Center 80 Fair Oaks PW 8/18/23 -9/17/23 309.40 32937 PG & E 10/19/2023 34579695882/Sep General Fund DPW-Street Maint. Signal El Camino/Atherton 8/23/23 -9/21/23 115.85 32937 PG & E 10/19/2023 80296999248/Sep General Fund DPW-Street Maint. Traffic Control/Beacon Light 8/19/23 -9/19/23 53.01 32937 Total 12,766.37
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 32938 RENNE PUBLIC LAW GROUP LLP 10/19/2023 10656 General Fund Administration RPPG/Atherton Consulting & Grant Writing Svc Admin Aug 2023 2,083.00 32938 Total 2,083.00
32939 SABRO COMMUNICATIONS INC 10/19/2023 2582-A General Fund Police Installed 43" TV PD Lobby Oct 2023 685.00 32939 Total 685.00
32940 SAN FRANCISCO DAILY L.L.C. 10/19/2023 85718 General Fund Administration Legal Ad Daily Post , 3 Insertions Admin 9/20/23 -9/22/23 337.50 32940 Total 337.50
32941 SAN MATEO CNTY CONTROLLERS OFFICE 10/19/2023 Sep-23 General Fund Police Allocation of Parking Penalties PD Sept 2023 237.50 32941 Total 237.50
32942 SCHIAVO MARY LOU 10/19/2023 24 General Fund Administration Leaf Blower Rebate M. Schiavo Oct 2023 250.00 32942 Total 250.00
32943 SHI INTERNATIONAL CORP. 10/19/2023 B17432431 General Fund Interdepartmental (18) Office 365 G1 Sub Per User Coverage Term 10/1/23 -9/30/24 1,531.26 32943 SHI INTERNATIONAL CORP. 10/19/2023 B17432431 General Fund Interdepartmental (4) SQL Server Standard Core ALng SA 2L Coverage Term 10/1/23 - 9/30/24 2,573.32
32943 SHI INTERNATIONAL CORP. 10/19/2023 B17432431 General Fund Interdepartmental (79) Office 365 G3 GCC Sub Per User Coverage Term 10/1/23 - 9/30/24 18,538.93
32943 Total 22,643.51
32944 STATE OF CALIFORNIA DEPARTMENT OF JUSTICE 10/19/2023 686031 General Fund Police (6) Fingerprint Apps PD Sept 2023 192.00 32944 Total 192.00
32945 SUSTAINABLE SAN MATEO CNTY 10/19/2023 2023-119 General Fund City Council Contribution to Sustainable San Mateo County FY 2023-24 1,000.00 32945 Total 1,000.00
32946 SYSERCO INC. 10/19/2023 13183 Library Fund
Svc Support Program Energy Maint System Bldg Maint Library Oct 2023 1,716.63
32946 SYSERCO INC. 10/19/2023 13183 General Fund DPW-Building Maint.
Svc Support Program Energy Maint System Bldg Maint Town Oct 2023 735.70
32946 Total 2,452.33
32947 TAYLOR JEFF 10/19/2023 Oct 11-12 2023 General Fund Police Meal Use of Force Trng J. Taylor PD 10/11/23 -10/12/23 36.00 32947 TAYLOR JEFF 10/19/2023 Oct 8-10 2023 General Fund Police Lodging 2023 RIMS Conf J. Taylor PD 10/8/23 -10/10/23 109.16 32947 TAYLOR JEFF 10/19/2023 Oct 8-10 2023 General Fund Police Meal 2023 RIMS Conf J. Taylor PD 10/8/23 -10/10/23 212.62 32947 Total 357.78
32948 TELECOMMUNICATIONS ENGINEERING 10/19/2023 48459 General Fund Police Facilities Mgmt & Maint Public Safety Comm Center PD Oct 2023 2,603.50 32948 Total 2,603.50
32949 TIAA COMMERCIAL FINANCE INC. 10/19/2023 41964987 General Fund Police Lease Sharp MX-M3570 Copier PD Oct 2023 249.76 32949 Total 249.76
32950 TONY'S CLEAN TEAM LLC 10/19/2023 15-3518 General Fund DPW-Park Maint. Janitorial Maint Svcs HP Park 9/12/23 -10/11/23 3,220.00 32950 TONY'S CLEAN TEAM LLC 10/19/2023 15-3518 Library Fund Janitorial Maint Svcs Library 9/12/23 -10/11/23 4,745.00 32950 TONY'S CLEAN TEAM LLC 10/19/2023 15-3518 General Fund DPW-Building Maint. Janitorial Maint Svcs Town 9/12/23 -10/11/23 10,529.00 32950 Total 18,494.00
32951 TORRES NIKOLAS J 10/19/2023 Sep 20 2023 General Fund Police Meal Museum of Tolerance Trng N. Torres PD 9/20/23 88.15 32951 TORRES NIKOLAS J 10/19/2023 Sep 20 2023 General Fund Police Mileage Museum of Tolerance Trng N. Torres PD 9/20/23 22.40 32951 Total 110.55
32952 TRIPEPI SMITH & ASSOCIATES INC. 10/19/2023 10981 General Fund Administration Athertonian Q4 Newsletter Svc Oct 2023 3,300.00 32952 Total 3,300.00
32953 YU WEN 10/19/2023 23 General Fund Administration Leaf Blower Rebate W. Yu Oct 2023 168.44 32953 Total 168.44
32954 ZACHARY ALEXANDER PACE 10/19/2023 INV0002 General Fund Police (10 ) hrs Website Hosting Transfer ADAPT PD Oct 2023 350.00 32954 Total 350.00
32955 ADO PROFESSIONAL SOLUTIONS INC. 10/26/2023 13017590 General Fund Administration Temp Employee T. Allen Admin 10/10/23 -10/13/23 1,396.48 32955 ADO PROFESSIONAL SOLUTIONS INC. 10/26/2023 13019848 General Fund Administration Temp Employee T. Allen Admin 10/18/23-10/20/23 1,058.49 32955 Total 2,454.97
32956 ALPINE MECHANICAL SERVICE COMPANY INC. 10/26/2023 i10005 GF Projects Repair Svc HVAC Drain Line PD Station Server Room 9/28/23 6,318.12 32956 Total 6,318.12
32957 AT&T CALNET 3 10/26/2023 000020646274 General Fund Police (6) Radio Circuits PD 9/10/23 -10/9/23 522.54
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 32957 Total 522.54
32958 AT&T MOBILITY 10/26/2023 8102X10192023 General Fund Police Data Mobile Communications PD 9/12/23 -10/11/23 1,607.57 32958 Total 1,607.57
32959 BUTLER RHETT 10/26/2023 356 General Fund Refund Park Dep Inv#356, 10/10/23 1,200.00 32959 Total 1,200.00
32960 CAL MOTO 10/26/2023 3032465/1 General Fund Police Renewed Rear Tires Tubeless 2021 BMW PD 10/24/23 427.10 32960 Total 427.10
32961 CHARGEPOINT INC. 10/26/2023 IN221069 General Fund DPW-Building Maint.
Electric Vehicle Charging Stations Annual Fee 11/05/23 - 11/05/2024 2,640.00
32961 Total 2,640.00
32962 DIVISION OF THE STATE ARCHITECT 10/26/2023 Jul-Sep 2023 General Fund Disability Access & Edu (Bus Lic) Report Fees Jul-Sept 2023 2,824.00 32962 DIVISION OF THE STATE ARCHITECT 10/26/2023 Jul-Sep 2023 GF Projects Disability Access & Edu (Bus Lic) Report -10% Adm Fee Jul-Sept 2023 (2,541.60)
32962 Total 282.40
32963 HUMINTELL LLC 10/26/2023 1170 General Fund Police Adv Interview/Interrogation Trng Reg Fee G. Dutta PD 1/29/24 - 1/31/24 300.00
32963 Total 300.00
32964 INTERNATIONAL TELE-PATH 10/26/2023 SI-266626 General Fund Police (1) Code Plug, (1) Radio Management on Boarding PD Oct 2023 730.13 32964 Total 730.13
32965 INTERSTATE TRAFFIC CONTROL PRODUCTS 10/26/2023 259859 Measure A (12) 12x18 Custom Traffic Sign "No Parking Anytime" PW Oct 2023 546.00
32965 Total 546.00
32966 INTERWEST CONSULTING GROUP INC 10/26/2023 91576 General Fund Building Surveying & Development Review Bldg Sept 2023 4,130.00 32966 INTERWEST CONSULTING GROUP INC 10/26/2023 91576 GF Projects Traffic Safety Improvement Project Alameda De La Pulgas Sept 2023 2,370.00
32966 Total 6,500.00
32967 INTOXIMETERS INC. 10/26/2023 745071 General Fund Police (500) Mouthpiece for Alcohol Testers PD Oct 2023 181.13 32967 Total 181.13
32968 KREFELD'S AWARDS INC 10/26/2023 33675 General Fund Administration Gravel Plaques for Rail Committee Oct 2023 1,708.56 32968 Total 1,708.56
32969 LARSEN DANIEL 10/26/2023 Oct 14-17 2023 General Fund Police Meal 2023 IACP Trng D. Larsen PD 10/14/23 -10/17/23 136.08 32969 LARSEN DANIEL 10/26/2023 Oct 14-17 2023 General Fund Police Lodging 2023 IACP Trng D. Larsen PD 10/14/23 -10/17/23 1,714.40 32969 Total 1,850.48
32970 LEUNG LEO QIN 10/26/2023 20231013001 General Fund Administration Photography Svc Halloween Party 10/27/23 300.00 32970 Total 300.00
32971 METZGER DAVID 10/26/2023 Oct 24 2023 General Fund Police (1) Motorcycle Gloves D. Metzger PD Oct 2024 43.94 32971 METZGER DAVID 10/26/2023 Oct 24 2023A General Fund Police (1) Motorcycle Light Slip-On Cover Set D. Metzger PD Oct 2023 51.33 32971 METZGER DAVID 10/26/2023 Oct 2-6 2023 General Fund Police Meals AICC Trng D. Metzger PD 10/2/23 -10/6/23 199.67 32971 Total 294.94
32972 MID-PENINSULA ANIMAL HOSPITAL 10/26/2023 776020 General Fund Police Annual Exam & Bordettella Vac K9 Red I. Davidovich PD 10/25/23 434.18 32972 Total 434.18
32973 MOUCHAWAR MARVIN TR 10/26/2023 BP23-00432 General Fund Refund Recycling Dep BP23-00432, 84 Lupin 1,724.25 32973 Total 1,724.25
32974 ODP BUSINESS SOLUTIONS LLC 10/26/2023 335168302001 General Fund Police (1) pk Sharpie, (1) dz Marker, (1) ca Paper PD Oct 2023 88.34 32974 Total 88.34
32975 PARK JONG SOO 10/26/2023 LLR23-00003 General Fund Administration Refund Planning Permit Fee -Withdrawn LLR23-00003, 2 Heather 1,140.80 32975 Total 1,140.80
32976 PINKSTON DEBBIE 10/26/2023 17 General Fund Administration Leaf Blower Rebate D. Pinkston Admin Oct 2023 174.99 32976 Total 174.99
32977 RENNE PUBLIC LAW GROUP LLP 10/26/2023 10845 General Fund Administration RPPG/Atherton Consulting & Grant Writing Service Admin Sept 2023 2,083.00
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 32977 Total 2,083.00
32979 SILTEN PETER 10/26/2023 25 General Fund Administration Leaf Blower Rebate P. Silten Admin Oct 2023 250.00 32979 Total 250.00
32980 TRIDENT K9 CONSULTING 10/26/2023 1516 Equipment Replacement Police New K9 Red I. Davidovich PD 10/23/23 15,000.00 32980 Total 15,000.00
32981 VERDE DESIGN INC 10/26/2023 11-1612502 GF Projects Park Access & Circulation Improvement HP Park 8/26/23 - 9/25/23 6,972.50
32981 Total 6,972.50
32982 YEUNG MINERVA 10/26/2023 BP22-00699 General Fund Refund Recycling Dep BP22-00699, 345 Stockbridge 1,000.00 32982 Total 1,000.00
32983 ZONES IT SOLUTIONS INC. 10/26/2023 W03568250102 General Fund Interdepartmental CSP Office 365 G1 GCC Cloud Subscriptions 10/13/23 -11/13/23 9.06 32983 ZONES IT SOLUTIONS INC. 10/26/2023 W03570230102 General Fund Interdepartmental CSP Office 365 G3 GCC Cloud Subscriptions 10/16/23 -11/16/23 64.95 32983 ZONES IT SOLUTIONS INC. 10/26/2023 W03570810102 General Fund Interdepartmental CSP Visio Plan 2 for GCC Cloud Subscriptions 10/17/23 -11/17/23 14.12 32983 Total 88.13
Grand Total 1,292,651.66
Town of Atherton City Council Regular Meeting & Closed Session Minutes – October 18, 2023
REGULAR MEETING
CALL TO ORDER: Mayor Widmer called the meeting to order at 6:03 p.m.
PLEDGE OF ALLEGIANCE
ROLL CALL – Holland, DeGolia, Lewis, Vice Mayor Hawkins-Manuelian, Mayor Widmer– Present
PRESENTATIONS
• Sharon Koehler Retirement Proclamation
Chief McCulley read the proclamation recognizing and honoring Koehler for her service to the Town.
• Recognition of Rail Committee Members for Service to the Town:
Mayor Widmer read the plaque and presented it to each member of the Rail Committee; he also acknowledged several former members for their service and contributions to the Town.
The current members that were given a plaque included the following; o Greg Conlon
o John Maulbetsch
o Jim Janz
o Alex Keh
o Jack Ringham
o Jim Massey
PUBLIC COMMENTS
• Jim Massey
DISCLOSURE OF EX PARTE COMMUNICATIONS – City Council Members Council members Lewis, Holland, Widmer, and DeGolia disclosed communications.
DEPARTMENTAL WRITTEN REPORT
MINUTES
Town of Atherton
City Council
OCTOBER 18, 2023
REGULAR MEETING AND
CLOSED SESSION
Town of Atherton City Council Regular Meeting & Closed Session Minutes – October 18, 2023
No Comments.
REPORT OUT OF CLOSED SESSION – by City Attorney Ebrahimi Council met in closed session and provided direction to City Attorney Ebrahimi related to existing litigation pursuant to Government Code section 54956.9 (Atherton v. CNA Insurance Company, San Mateo County Superior Court Case No. 23-CIV-00920)
CONSENT AGENDA (Items 1 – 7)
1. APPROVAL OF BILLS AND CLAIMS FOR SEPTEMBER 2023 IN THE AMOUNT OF $1,887,973
2. APPROVAL OF MINUTES FOR SEPTEMBER 20th AND OCTOBER 4, 2023 MEETINGS.
3. APPROVAL OF A BUDGET AMENDMENT FOR LOBBYIST SERVICES AND
PUBLIC EDUCATION ASSISTANCE
Adopted Resolution No. 2023-21
4. ACCEPTANCE OF WORK AND AUTHORIZATION TO RECORD NOTICE OF
COMPLETION FOR THE TOWN CENTER PROJECT
Authorized recording of a Notice of Completion for the Town Center Project, Project Number 54015.
5. WAIVE THE SECOND READING BY SUBSTITUTION OF TITLE AND ADOPT AN ORDINANCE ADDING SECTION 12.06.030-D AND CHAPTER 12.10 TO THE
ATHERTON MUNICIPAL CODE CLARIFYING CLARIFYING MAINTENANCE
RESPONSIBILITIES OF OWNERS OF PROPERTY ADJACENT TO PUBLIC
RIGHTS OF WAY AND IMPOSING LIABILITY ON OWNERS OF PROPERTY
ADJACENT TO PUBLIC SIDEWALKS FOR INJURIES SUFFERED ON PUBLIC
SIDEWALKS, AS DEFINED
Adopted Ordinance No. 663
6. ACCEPTANCE OF WORK, AUTHORIZATION TO RECORD NOTICE OF COMPLETION FOR THE 2022 OVERLAY PROJECT, PROJECT NUMBER 56100 Authorized recording of a Notice of Completion for the 2022 Overlay Project, Number 56100.
7. BUDGET AMENDMENT FOR A PICKLEBALL PILOT AT HOLBROOK-PALMER PARK
Pulled for Discussion by Widmer
Council discussed the costs related to noise mitigation options and a few structure for pickleball users if tennis courts are permanently configured for pickleball use after the trail.
Town of Atherton City Council Regular Meeting & Closed Session Minutes – October 18, 2023
Public Comments:
• Bob Roser
• Alex Keh
• Greg Conlon
MOTION by DeGolia, Second by Lewis to approve Consent Item No. 7 as amended to develop a fee or reimbursement structure paid by users for costs incurred by the Town.
AYES: Holland, DeGolia, Lewis, Hawkins, Widmer
NOES:
ABSENT:
ABSTAIN:
MOTION by DeGolia, Second by Lewis to approve the Consent Agenda Items 1 – 6.
AYES: Holland, DeGolia, Lewis, Hawkins, Widmer
NOES:
ABSENT:
ABSTAIN:
PUBLIC HEARING - NONE
REGULAR AGENDA (Items 8 – 11)
8. CONSIDERATION OF APPLICANTS FOR APPOINTMENT TO THE
ENVIRONMENTAL PROGRAMS COMMITTEE
City Clerk Suber presented the item, he noted that one additional candidate, Kate Saywell was added to the packet making it a total of 3 applicants for 2 open seats on the Enivironmental Programs Committee.
Council discussed the applications and candidates.
MOTION by Lewis, Second by Widmer to appoint Min Hui to the Environmental Programs Committee for a term expiring June 30, 2027 and Sandu Suneet to the Environmental Programs Committee to a term expiring June 30, 2025.
AYES: Holland, DeGolia, Lewis, Hawkins, Widmer
NOES:
ABSENT:
ABSTAIN:
Council requested a future agenda item to consider amending term limits and age limitations for Town Committees and Commissions by amending the Governing Resolution. This item will return to the Council in early 2024.
9. DISCUSSION AND DIRECTION REGARDING THE 2024 EARTH DAY EVENT
Town of Atherton City Council Regular Meeting & Closed Session Minutes – October 18, 2023
Report: Management Analyst Londer presented the item to Council. Londer reviewed the various components of Earth Day 2024 highlighting a few of the takeaways to for improvements for a 2024 event.
Council discussed the advantages and disadvantages of hosting a Town only Earth Day event versus the collaborative effort and partnership with regional agencies.
Council directed that staff pursue the Town only Earth Day event for 2024 and return to Council with the formal budget approval request at a future meeting.
10. REVIEW OF THE SIDEWALK REPAIR PROGRAM AND APPROVAL OF A
BUDGET AMENDMENT
Public Works Director Ovadia presented the item reviewing the Sidewalk Inspection and Repair Program.
The Council discussed issues related to equity, cost, timing, inspection, Town cost, resident cost, and past practice.
MOTION by DeGolia Widmer, Second by Lewis to approve the staff recommendation and budget amendment and directed the initial year the resident cost for select items would be a 50/50 cost share with the Town and any administrative fees be waived.
AYES: Holland, DeGolia, Lewis, Hawkins, Widmer
NOES:
ABSENT:
ABSTAIN:
Council directed that resident in the Lloyden Park neighborhood be provided a letter advising that the 50/50 cost share and waiver of any administrative fee is for this initial implementation only and that the program, as designed, would be implemented in future years.
11. MEETING PROTOCOLS, HATE SPEECH AND REMOTE PUBLIC COMMENT
DURING CITY COUNCIL, COMMISSION AND COMMITTEE MEETINGS AND
PROVIDE FEEDBACK
City Manager Rodericks lead the conversation introducing the item and providing background related to why it appears on the agenda.
The Council discussed issues related to meeting controls, muting of participants, use of profanity or hate-based comments, restrictions on names and photo sharing, restrictions on video sharing, restrictions on screen sharing, allowing citizen engagement at the highest level possible, agenda warnings and requirements, and policies of other agencies.
Public Comments:
• Walter Robinson
The Council directed that staff return with a policy for consideration that implements a written agenda warning, a description of applicable protocols, and a protocol for implementation that
Town of Atherton City Council Regular Meeting & Closed Session Minutes – October 18, 2023
allows for the greatest possible public participation via Zoom while allowing the Town and staff the ability to address inappropriate comments or participant engagement that is considered disruptive to the meeting.
COUNCIL REPORTS/COMMENTS – None
FUTURE AGENDA ITEMS – None
ADJOURN
Mayor Widmer adjourned the meeting at 9:15 pm.
________________________
Anthony Suber, City Clerk
Town of Atherton City Council Special Meeting – October 4, 2023
Vice Mayor and Chair Lane called the meeting to order at 4:01 p.m.
SPECIAL MEETING
Councilmember Stacy Holland participated remotely via the Just Cause/Emergency Teleconferencing (Gov. Code, § 54953(f)). The Council voted to grant Hollands request to participate virtual and both the Planning Commission and City Council followed the required conditions.
ROLL CALL -
Holland (Remote Participation), DeGolia, Lewis, Vice Mayor HawkinsManuelian, Mayor Widmer (Absent) – Present
Planning Commission: Lerner, Tonelli, Bryant, Polito, Lane – Present PUBLIC COMMENTS – None
STUDY SESSION
1. STUDY SESSION TO DISCUSS TOPIC AREAS FOR MULTIFAMILY HOUSING
OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS
CEQA: Statutorily Exempt from CEQA under Section 15262, Feasibility and Planning Studies
Town Planner Bendix and Housing and Planning Consultant Ford made a presentation to Council and the Commission with the primary objective to review and discuss topic areas for multifamily housing objective design and development standards. Ford and Bendix reviewed the Large House typology, discussed the Density Bonus Law, and shared the community input and feedback from the October 23rd housing workshop.
Council and Commissioners held robust discussions on all topics and sought clarification related to how the Density Bonus Law may play out in Town. The discussion included a general overview of the next steps including completing the CEQA process and pending revisions to the Housing Element requested by HCD.
City Manager Rodericks and Bendix provided examples and clarification of the application of the law.
MINUTES
Town of Atherton – Joint Meeting
City Council and Planning Commission
NOVEMBER 1, 2023
SPECIAL MEETING – STUDY SESSION
Town of Atherton City Council Special Meeting – October 4, 2023
City Attorney Ebrahimi provided further clarification related to the Density Bonus. She articulated that the State Density Bonus requirements will exist regardless of what action the Town takes.
Public Comment:
• David Arata
• Jeff Morris
• Carol Flaherty
• Tom Giorgi
• Jed Riddle
• Paul ipad – Online
Both the Council and Planning Commission agreed to schedule another Joint Study Session to continue the discussion and agreed to identify a date before the December Regular Council meeting.
This item will return to Council as an Action item at future meetings.
COUNCIL REPORTS/COMMENTS – None
ADJOURN
Vice Mayor Hawkins-Manuelian and Chair Lane adjourned the meeting at 6:14 p.m. ________________________
City Clerk, Anthony Suber
Item No. 3
Town of Atherton
CITY COUNCIL STAFF REPORT – CONSENT AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL
GEORGE RODERICKS, CITY MANAGER
FROM: ROBERT BARRON III, FINANCE DIRECTOR
DATE: NOVEMBER 15, 2023
SUBJECT: ACCEPTANCE OF TREASURER’S REPORT FOR THE FIRST QUARTER ENDED SEPTEMBER 30, 2023
RECOMMENDATION
Accept the Treasurer’s Report for the first Quarter Ended September 30, 2023.
BACKGROUND
The Treasurer’s Report provides an update on the cash and investment position of the Town of Atherton.
The First Quarter Treasurer’s report for FY 2023/24 as of September 30, 2023, is attached. The total cash and investments for the Town is $31,777,506. Of the total amount, $22,376,816 is listed as “non-restricted” and although may be listed as such, this amount is not all available for spending. “Non-restricted” is to mean not legally restricted but the Town does have obligations and unfunded liabilities that must or may be met with non-restricted funds. Also attached is the PARS Trust account available balance as of September 30, 2023. The total amount in the PARS account is $7,927,682. This is a “restricted” investment that is used for the Town’s OPEB liabilities.
Insight Asset Management provides non-discretionary investment advisory services to the Town for investments. Staff is working in conjunction with Insight to ensure cash and investments adhere to our goals of safety, liquidity, and yield. To facilitate the trading and safekeeping of securities, Principal serves as the safe-keeping agent for the Town.
Staff will continue to ensure cash liquidity of funds are readily available for operational needs and capital projects. LAIF offers the most liquidity and as of September 30, 2023 holds $12,302,730.
FISCAL IMPACT
None.
First Quarter Treasurer’s Report
NOVEMBER 15, 2023
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 Town’s Statement of Investment Policy requires the City Manager or designee to submit quarterly and annual Treasurer’s Report to the City Council. The California Government Code Section 53646, Subsection B (1) requires that the quarterly Treasurer’s Report be submitted to the legislative body within 30 days of the close of a given quarter or within a reasonable time of scheduled council meetings. Staff strives to make this deadline. The current reporting quarter closed on September 30, 2023.
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. Treasurer’s Report for First Quarter Ended September 30, 2023
Town of Atherton
Quarterly Treasurer's Report
Portfolio Summary
September 30, 2023
% of
Par Value
4,103,526
Market Value Book Value
4,103,526
Portfolio
Cash In Bank (Schedule A)
LAIF Statement
Investments (Schedule B)
4,103,526
12,134,278
15,159,836
12.9%
38.7%
48.4%
12,302,730
15,900,000
12,302,730
15,371,250
Total Cash and Investments 32,306,256 31,397,640 31,777,506 100% The above investments are consistent with the Town's Statement of Investment Policy and are allowable under current legislation of the State of California. Investments are selected using safety, liquidity, and yield as the criteria. The Town has sufficient cash flow to cover anticipated expenditures through the next six months.
9/30/2023
Robert Barron, Finance Director Date
Town of Atherton
Quarterly Treasurer's Report
Portfolio Details - Cash In Bank
September 30, 2023
Schedule A
Reconciled
Name of Depository Investment Type Bank Balance
Wells Fargo
Wells Fargo
Total
General Account
Wells Fargo Trust MMF-Cash
3,384,021
719,505
4,103,526
Town of Atherton
Treasurer's Report Schedule B
Portfolio Details - Investments
September 30, 2023 Schedule B
See next pages Insight Report
Town of Atherton
Quarterly Treasurer's Report
Cash & Investments Balance By Fund
September 30, 2023
December
Fund No. Fund Name Balance
101
105
610
614
615
616
General Fund
Tennis Fund
Equipment Replacement Fund
Worker's Compensation
General Liability
17,131,331
131,728
1,033,834
1,933,589
303,776
Employee Benefits 1,842,558
Total Non-Restricted 22,376,816
201
202
203
204
205
209
213
221
401
402
403
406
730
740
Special Tax Fund
County Measure A Fund
Gas Tax Fund
Measure M
Measure W
SLES/COPS Grant
Library Fund
Refuse Rate and Stabilization
GF Projects
569,422
1,367,412
347,022
194,941
707,297
96,600
41,352
560,959
4,213,758
32,723
950,033
285,768
Storm Drainage
Atherton Channel Drainage District
Facilities Construction
H-P Park Improvement
Tree Committee
6,637
26,765
Total Restricted 9,400,690
Total Cash & Investments 31,777,506
Town of Atherton
Quarterly Treasurer's Report
Local Agency Investment Fund Summary (LAIF)
September 30, 2023
Date Begin $$$ Contribution Earnings Expenses Distribution Ending $$$ Date 9/1/2023 12,302,730 - - 12,302,730 9/30/2023
Town of Atherton
Quarterly Treasurer's Report
PARS Trust Account Summary
September 30, 2023
Date Begin $$$ Contribution Earnings
(284,895)
Expenses
(3,815)
Distribution Ending $$$ Date
9/1/2023 8,251,750 (35,358) 7,927,682 9/30/2023 (*)
* Recent available PARS report
FOR PROFESSIONAL CLIENTS ONLY
NOT TO BE REPRODUCED WITHOUT PRIOR WRITTEN APPROVAL
PLEASE REFER TO ALL RISK DISCLOSURES AT THE BACK OF THIS DOCUMENT
TOWN OF ATHERTON
Treasurer's Report Schedule B
September 2023
Contents
Fixed income market review
Activity and performance summary
Recap of securities held
3 4
6 Maturity distribution of securities held
Securities held
7 8
GASB 40 - Deposit and investment risk disclosure
Securities purchased
11 14
15 16
18 19
Securities sold and matured
Detail of return and interest received
Transaction report
Additional information
FIXED INCOME MARKET
REVIEW
TOWN OF ATHERTON
As of September 30, 2023
Chart 1: The Federal Reserve forecast “higher for longer” interest rates Economic Indicators and Monetary Policy The Federal Reserve kept the Fed Funds target rate on hold at 5.25% to 5.5% at the September meeting. However, the Committee continued to project another rate hike by the end of the year and adjusted the dot plot to reflect a slower pace of rate cuts than it did in at its June meeting (Chart 1). The Fed also significantly raised its economic growth forecasts. Chair Powell, nonetheless, stated the central bank will “proceed carefully .
Headline CPI rose 0.6% month-on-month in August (up from 0.2% in July) driven primarily by higher energy prices. On a year-over-year basis, CPI rose 3.7% in August from 3.2%. However, core CPI painted a more benign picture, decreasing from 4.7% to 4.3% year-on-year, the slowest level since September 2021. Meanwhile, the 3-month annualized rate fell below 3%, improving from 3.1% to 2.4% (Chart 2). Broad disinflationary trends are still evident across non-energy areas, although there were some blemishes, with non-durable goods and transportation (particularly private transportation) categories contributing positively, likely related to higher energy prices.
The final estimate of Q2 GDP was unchanged at 2.1% (equal to Q1 GDP growth). However, consumption was revised down and business investment was revised up. Source: Bureau of Labor Statistics, September 30, 2023 Labor market conditions remained tight overall. The unemployment rate unexpectedly increased from 3.5% to 3.8%, which was partly driven by the participation rate increasing from
62.6% to 62.8%. Wage growth continued to edge down, falling from 4.4% to 4.3% year-on-year.
Job growth was also solid at 187,000 and would have been ~55,000 higher if not for Hollywood strikes and layoffs at a large trucking company.
Chart 2: Core CPI’s momentum continued to improve as energy pushed up headline CPI Congress faced the looming prospect of a government shutdown at the end of the month, given objections from a faction of Republicans in the House of Representatives over the required appropriations bills needed to keep the government funded. However, at the very end of the month, Congress passed a “continuing resolution” to keep the government funded for 45 days, buying until mid-November for a comprehensive agreement.
Interest Rate Summary
As the Federal Reserve projected a “higher for longer” interest rate path, long-end yields rose significantly, but short-end yields remained stable. At the end of September, the 3-month US Treasury bill yielded 5.46%, the 6-month US Treasury bill yielded 5.55%, the 2-year US Treasury note yielded 5.05%, the 5-year US Treasury note yielded 4.61% and the 10-year US Treasury note yielded 4.57%. Source: Bureau of Labor Statistics, Insight calculations, September 30, 2023 3
ACTIVITY AND PERFORMANCE
SUMMARY
For the period September 1, 2023 - September 30, 2023
Amortized Cost Basis Activity Summary
TOWN OF ATHERTON
Detail of Amortized Cost Basis Return
Interest
earned
Accretion
(amortization)
Realized
gain (loss)
Total
income
Opening balance 16,074,598.28
Income received 32,160.06
Total receipts 32,160.06
0.00 Cash and Cash Equivalents
Corporate Bonds
Government Agencies
Government Bonds
Total
3,069.65
6,264.79
6,576.90
4,866.10
20,777.44
0.00 4,205.93
4,256.31
5,789.42
14,251.66
0.00 0.00
0.00 0.00
0.00 3,069.65
10,470.72
10,833.21
10,655.52
35,029.10
Total disbursements
Interportfolio transfers
Total Interportfolio transfers
Realized gain (loss)
0.00 0.00
0.00 Change in accruals from security movement
Total amortization expense
Total OID/MKT accretion income
Return of capital
0.00 (5,720.43)
19,972.09
0.00 Closing balance 16,121,010.00
15,879,340.99
(241,669.01)
Ending fair value
Unrealized gain (loss)
Comparative Rates of Return (%) Summary of Amortized Cost Basis Return for the Period * Twelve * Six * One month Total portfolio
month trailing month trailing
Fed Funds 4.60
4.61 4.69
4.77 4.93
4.48 3.85
2.54 2.55
2.55 2.52
2.56 2.28
1.99 0.43
0.43 0.43
0.43 0.44
0.40 0.36
Interest earned 20,777.44
14,251.66
0.00 Overnight Repo Accretion (amortization)
Realized gain (loss) on sales
Total income on portfolio
Average daily amortized cost
Period return (%)
Merrill Lynch 3m US Treas Bill
Merrill Lynch 6m US Treas Bill
ML 1 Year US Treasury Note
ML 2 Year US Treasury Note
ML 5 Year US Treasury Note
35,029.10
16,102,710.24
0.22 YTD return (%) 1.48
Weighted average final maturity in days 484
* rates reflected are cumulative
4
ACTIVITY AND PERFORMANCE
SUMMARY
For the period September 1, 2023 - September 30, 2023
Fair Value Basis Activity Summary
TOWN OF ATHERTON
Detail of Fair Value Basis Return
Interest
earned
Change in
fair value
Total
income
Opening balance 15,850,957.81
Income received 32,160.06
Total receipts 32,160.06
0.00 Cash and Cash Equivalents
Corporate Bonds
Government Agencies
Government Bonds
Total
3,069.65
6,264.79
6,576.90
4,866.10
20,777.44
0.00 (3,816.47)
(4,957.19)
4,996.78
3,069.65
2,448.32
1,619.71
9,862.88
17,000.56
Total disbursements
Interportfolio transfers 0.00
Total Interportfolio transfers
Unrealized gain (loss) on security movements
Change in accruals from security movement
Return of capital
0.00 0.00
(3,776.88)
0.00 0.00
Change in fair value for the period
Ending fair value
(3,776.88)
15,879,340.99
Comparative Rates of Return (%) Summary of Fair Value Basis Return for the Period * Twelve * Six * One month Total portfolio
month trailing month trailing
Fed Funds 4.60
4.61 4.47
4.59 3.68
2.47 2.13
2.54 2.55
2.50 2.40
1.63 0.17
(0.64)
0.43 0.43
Interest earned 20,777.44
(3,776.88)
17,000.56
15,915,365.05
0.11 Overnight Repo Change in fair value
ICE Bofa 3 Months US T-BILL
ICE Bofa 6m US Treas Bill
ICE Bofa 1 Yr US Treasury Note
ICE BofA US Treasury 1-3
ICE BofA US Treasury 1-5
0.46 Total income on portfolio
Average daily total value *
Period return (%)
0.45 0.34
(0.01)
(0.34) YTD return (%) 2.43
Weighted average final maturity in days 484
* rates reflected are cumulative * Total value equals market value and accrued interest 5
RECAP OF SECURITIES
HELD
TOWN OF ATHERTON
As of September 30, 2023
Historical
cost
Amortized
cost
Fair value Unrealized
gain (loss)
Weighted Percent
average of
final portfolio
maturity (days)
Weighted
average
effective
duration (years)
Cash and Cash Equivalents
Corporate Bonds
719,504.83
4,672,294.50
4,813,330.75
5,885,624.79
719,504.83
4,691,015.29
4,770,713.67
5,939,776.21
16,121,010.00
719,504.83
4,624,604.87
4,679,214.96
5,856,016.33
15,879,340.99
0.00 (66,410.42)
(91,498.71)
(83,759.88)
(241,669.01)
1 4.47
29.04 0.00
1.47 1.44
1.09 1.26
571
554
417
484
Government Agencies
Government Bonds
29.91 36.58
Total 16,090,754.87 100.00
Portfolio diversification (%)
Cash and Cash Equivalents
Corporate Bonds
4.47 29.04
29.91 36.58
Government Agencies
Government Bonds
6
MATURITY DISTRIBUTION OF SECURITIES
HELD
TOWN OF ATHERTON
As of September 30, 2023
Maturity Historic cost Percent
Under 90 days
90 to 179 days
180 days to 1 year
1 to 2 years
3,830,203.66
3,295,122.18
971,245.00
1,076,308.38
6,463,969.40
453,906.25
0.00 23.80
20.48 6.04
6.69 2 to 3 years 40.17
3 to 4 years 2.82
4 to 5 years 0.00
Over 5 years 0.00 0.00
16,090,754.87 100.00
Maturity distribution
8.00 6.00
4.00 2.00
0.00 7
SECURITIES
HELD
TOWN OF ATHERTON
As of September 30, 2023
Cusip Description Coupon Maturity/
Call date
Par value or
shares
Historical cost Amortized cost Fair value Unrealized Total accrued Port
interest cost
%
gain
(loss)
Cash and Cash Equivalents
Cash and Cash Equivalents 0.000 719,504.83 719,504.83 719,504.83 719,504.83 0.00 0.00 4.47 Total Cash and Cash Equivalents 719,504.83 719,504.83 719,504.83 719,504.83 0.00 0.00 4.47 Corporate Bonds
89236THU2
46625HJT8
717081DM2
02665WDS7
24422EVK2
037833EB2
06051GFX2
94988J6D4
437076BN1
TOYOTA MOTOR CREDIT CORP 0.45%
11JAN2024
0.450 01/11/2024
3.875 02/01/2024
3.400 05/15/2024
0.550 07/12/2024
0.700 01/15/2026
650,000.00
600,000.00
500,000.00
500,000.00
500,000.00
650,000.00
650,000.00
400,000.00
400,000.00
4,850,000.00
648,745.50
632,604.00
499,270.00
471,975.00
439,170.00
593,749.00
623,493.00
397,028.00
366,260.00
4,672,294.50
649,847.16
605,345.64
499,733.79
488,274.41
456,699.96
602,394.36
625,294.19
397,039.53
366,386.25
4,691,015.29
640,576.71
595,737.22
492,818.15
480,770.95
450,697.98
586,030.19
613,670.78
397,322.17
366,980.72
4,624,604.87
(9,270.45)
(9,608.42)
(6,915.64)
(7,503.46)
(6,001.98)
(16,364.17)
(11,623.41)
282.64
641.88
3,810.42
6,375.00
595.83
4.03 3.93
3.10 2.93
2.73 3.69
3.87 2.47
2.28 JPMORGAN CHASE & CO 3.875%
01FEB2024
PFIZER INC 3.4% 15MAY2024
AMERICAN HONDA FINANCE 0.55% 12JUL2024
JOHN DEERE CAPITAL CORP 0.7% 15JAN2026
APPLE INC 0.7% 08FEB2026 (CALLABLE
08JAN26)
BANK OF AMERICA CORP 3.5% 19APR2026
729.17
0.700 02/08/2026
01/08/2026
657.22
3.500 04/19/2026 10,174.31
3,088.33
354.17
WELLS FARGO BANK NA 5.45% 07AUG2026
(CALLABLE
07JUL26)
5.450 08/07/2026
02/12/2024
HOME DEPOT INC 2.125% 15SEP2026
(CALLABLE
15JUN26)
2.125 09/15/2026
06/15/2026
594.47
Total Corporate Bonds (66,410.42) 26,426.33 29.04
8
SECURITIES
HELD
TOWN OF ATHERTON
As of September 30, 2023
Cusip Description Coupon Maturity/
Call date
Par value or
shares
Historical cost Amortized cost Fair value Unrealized Total accrued Port
interest cost
%
gain
(loss)
Government Agencies
3137EAFA2
3133EJ2B4
3135G0V34
3134GW3X2
3134GXCS1
3134A2HG6
3130AV6J6
3134GXCJ1
FREDDIE MAC 0.25% 04DEC2023 0.250 12/04/2023
3.000 12/06/2023
2.500 02/05/2024
500,000.00
750,000.00
500,000.00
600,000.00
600,000.00
750,000.00
750,000.00
500,000.00
4,950,000.00
500,338.50
803,760.00
528,045.00
548,910.00
547,626.00
675,172.50
758,133.75
451,345.00
4,813,330.75
500,024.12
753,669.25
503,713.59
556,631.56
555,297.52
687,414.02
756,687.25
457,276.36
4,770,713.67
495,571.82
746,638.29
494,763.49
546,063.35
543,614.65
666,921.42
740,982.83
444,659.11
4,679,214.96
(4,452.30)
(7,030.96)
402.78
7,125.00
1,909.72
1,593.75
1,302.08
0.00 3.11
5.00 3.28
3.41 3.40
4.20 4.71
2.80 FEDERAL FARM CREDIT BANK 3%
06DEC2023
FANNIE MAE 2.5% 05FEB2024
(8,950.10)
FREDDIE MAC 0.625% 27OCT2025 (CALLABLE
27OCT23)
0.625 10/27/2025
10/27/2023
(10,568.21)
(11,682.87)
(20,492.60)
(15,704.42)
(12,617.25)
(91,498.71)
FREDDIE MAC 0.625% 25NOV2025
(CALLABLE
25NOV23)
0.625 11/25/2025
11/25/2023
FREDDIE MAC 0% 11DEC2025 0.000 12/11/2025
FEDERAL HOME LOAN BANK 4.5% 13MAR2026 4.500 03/13/2026
FREDDIE MAC 0.65% 28MAY2026 (CALLABLE
28NOV23)
1,593.75
0.650 05/28/2026 1,101.39
11/28/2023
Total Government Agencies 15,028.47 29.91
Government Bonds
912828T91
91282CAW1
91282CBA8
USA TREASURY 1.625% 31OCT2023 1.625 10/31/2023
0.250 11/15/2023
0.125 12/15/2023
500,000.00
500,000.00
800,000.00
515,527.34
498,007.81
793,065.18
500,559.06
499,878.94
799,311.05
498,516.77
496,905.81
791,625.00
(2,042.29)
(2,973.13)
(7,686.05)
3,378.06
468.75
292.35
3.20 3.09
4.93 USA TREASURY 0.25% 15NOV2023
USA TREASURY 0.125% 15DEC2023
9
SECURITIES
HELD
TOWN OF ATHERTON
As of September 30, 2023
Cusip Description Coupon Maturity/
Call date
Par value or
shares
Historical cost Amortized cost Fair value Unrealized Total accrued Port
interest cost
%
gain
(loss)
Government Bonds
91282CBE0
91282CBM2
91282CBR1
912828XZ8
91282CFK2
91282CBC4
91282CDK4
USA TREASURY 0.125% 15JAN2024 0.125 01/15/2024
0.125 02/15/2024
0.250 03/15/2024
2.750 06/30/2025
3.500 09/15/2025
0.375 12/31/2025
1.250 11/30/2026
500,000.00
500,000.00
500,000.00
350,000.00
750,000.00
1,200,000.00
500,000.00
495,216.52
494,904.02
495,607.14
337,409.38
738,899.00
1,063,082.15
453,906.25
499,356.99
499,149.64
499,142.98
339,215.27
742,145.93
1,102,942.82
458,073.53
492,519.53
490,312.50
488,593.75
336,054.69
728,027.34
1,084,828.13
448,632.81
(6,837.46)
(8,837.14)
(10,549.23)
(3,160.58)
(14,118.59)
(18,114.69)
(9,440.72)
130.77
78.13 3.08
3.08 3.08
2.10 4.59
6.61 2.82
USA TREASURY 0.125% 15FEB2024
USA TREASURY 0.25% 15MAR2024
USA TREASURY 2.75% 30JUN2025
USA TREASURY 3.5% 15SEP2025
USA TREASURY 0.375% 31DEC2025
USA TREASURY 1.25% 30NOV2026
51.51 2,406.25
1,081.73
1,125.00
2,083.33
Total Government Bonds
Grand total
6,100,000.00
16,619,504.83
5,885,624.79
16,090,754.87
5,939,776.21
16,121,010.00
5,856,016.33
15,879,340.99
(83,759.88) 11,095.88 36.58
(241,669.01) 52,550.68 100.00
10
GASB 40 - DEPOSIT AND INVESTMENT RISK
DISCLOSURE
TOWN OF ATHERTON
As of September 30, 2023
Cusip Description Coupon Maturity
date
Call date S&P
rating
Moody
rating
Par value or
shares
Historical % Portfolio Market
value
% Portfolio
mkt value
Effective
cost hist cost dur (yrs)
United States Treasury Note/Bond
912828T91 USA TREASURY 1.625%
91282CAW1 USA TREASURY 0.25%
91282CBA8 USA TREASURY 0.125%
91282CBE0 USA TREASURY 0.125%
91282CBM2 USA TREASURY 0.125%
91282CBR1 USA TREASURY 0.25%
912828XZ8 USA TREASURY 2.75%
91282CFK2 USA TREASURY 3.5%
91282CBC4 USA TREASURY 0.375%
91282CDK4 USA TREASURY 1.25%
1.625 10/31/2023
0.250 11/15/2023
0.125 12/15/2023
0.125 01/15/2024
0.125 02/15/2024
0.250 03/15/2024
2.750 06/30/2025
3.500 09/15/2025
0.375 12/31/2025
1.250 11/30/2026
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
Aaa
Aaa
Aaa
Aaa
Aaa
Aaa
Aaa
Aaa
Aaa
Aaa
500,000.00
500,000.00
800,000.00
500,000.00
500,000.00
500,000.00
350,000.00
750,000.00
1,200,000.00
500,000.00
515,527.34
498,007.81
793,065.18
495,216.52
494,904.02
495,607.14
337,409.38
738,899.00
1,063,082.15
453,906.25
3.20 3.09
4.93 3.08
3.08 3.08
2.10 4.59
6.61 2.82
498,516.77
496,905.81
791,625.00
492,519.53
490,312.50
488,593.75
336,054.69
728,027.34
1,084,828.13
448,632.81
3.14 3.13
4.99 3.10
3.09 3.08
2.12 4.58
6.83 2.83
0.09 0.13
0.21 0.29
0.37 0.45
1.66 1.85
2.18 3.01
Issuer total 6,100,000.00 5,885,624.79 36.58 5,856,016.33 36.88 1.09 Federal Home Loan Mortgage Corp
3137EAFA2 FREDDIE MAC 0.25%
3134GW3X2 FREDDIE MAC
0.625%
3134GXCS1 FREDDIE MAC
0.625%
3134A2HG6 FREDDIE MAC 0%
0.250 12/04/2023 AA+
AA+
AA+
AA+
AA+
Aaa
Aaa
Aaa
Aaa
Aaa
500,000.00
600,000.00
600,000.00
750,000.00
500,000.00
500,338.50
548,910.00
547,626.00
675,172.50
451,345.00
3.11 3.41
3.40 4.20
2.80 495,571.82
546,063.35
543,614.65
666,921.42
444,659.11
3.12 3.44
3.42 4.20
2.80 0.18
1.96 2.05
2.13 2.54
0.625 10/27/2025 10/27/2023
0.625 11/25/2025 11/25/2023
0.000 12/11/2025
3134GXCJ1 FREDDIE MAC
0.65%
0.650 05/28/2026 11/28/2023
Issuer total 2,950,000.00 2,723,392.00 16.93 2,696,830.35 16.98 1.79 Federal Farm Credit Banks Funding Corp
3133EJ2B4 FEDERAL FARM
CREDIT
3.000 12/06/2023 AA+ Aaa 750,000.00 803,760.00 5.00 746,638.29 4.70 0.18 Issuer total 750,000.00 803,760.00 5.00 746,638.29 4.70 0.18 11
GASB 40 - DEPOSIT AND INVESTMENT RISK
DISCLOSURE
TOWN OF ATHERTON
As of September 30, 2023
Cusip Description Coupon Maturity
date
Call date S&P
rating
Moody
rating
Par value or
shares
Historical % Portfolio Market
value
% Portfolio
mkt value
Effective
cost hist cost dur (yrs)
Federal Home Loan Banks
3130AV6J6 FEDERAL HOME
LOAN
4.500 03/13/2026 AA+ Aaa 750,000.00 758,133.75 4.71 740,982.83 4.67 2.27 Issuer total 750,000.00 758,133.75 4.71 740,982.83 4.67 2.27 Cash and Cash Equivalents
CASH 0.000 719,504.83 719,504.83 0.00 719,504.83 4.53 0.00 Issuer total 719,504.83 719,504.83 0.00 719,504.83 4.53 0.00 Toyota Motor Credit Corp
89236THU2 TOYOTA MOTOR
CREDIT
0.450 01/11/2024
3.500 04/19/2026
3.875 02/01/2024
A+
AA1A1
650,000.00 648,745.50 4.03 640,576.71 4.03 0.28
Issuer total 650,000.00 648,745.50 4.03 640,576.71 4.03 0.28 Bank of America Corp
06051GFX2 BANK OF AMERICA
CORP
650,000.00 623,493.00 3.87 613,670.78 3.86 2.34
Issuer total 650,000.00 623,493.00 3.87 613,670.78 3.86 2.34 JPMorgan Chase & Co
46625HJT8 JPMORGAN CHASE &
CO
A- A1 600,000.00 632,604.00 3.93 595,737.22 3.75 0.34
Issuer total 600,000.00 632,604.00 3.93 595,737.22 3.75 0.34 Apple Inc
037833EB2 APPLE INC 0.7% 0.700 02/08/2026 01/08/2026 AA+ AA+
Aaa
Aaa
650,000.00 593,749.00 3.69 586,030.19 3.69 2.27
Issuer total 650,000.00 593,749.00 3.69 586,030.19 3.69 2.27 Federal National Mortgage Association
3135G0V34 FANNIE MAE 2.5% 2.500 02/05/2024 500,000.00 528,045.00 3.28 494,763.49 3.12 0.35 Issuer total 500,000.00 528,045.00 3.28 494,763.49 3.12 0.35 12
GASB 40 - DEPOSIT AND INVESTMENT RISK
DISCLOSURE
TOWN OF ATHERTON
As of September 30, 2023
Cusip Description Coupon Maturity
date
Call date S&P
rating
Moody
rating
Par value or
shares
Historical % Portfolio Market
value
% Portfolio
mkt value
Effective
cost hist cost dur (yrs)
Pfizer Inc
717081DM2 PFIZER INC 3.4% 3.400 05/15/2024
0.550 07/12/2024
0.700 01/15/2026
A+
AA
A1
A3
500,000.00 499,270.00 3.10 492,818.15 3.10 0.60
Issuer total 500,000.00 499,270.00 3.10 492,818.15 3.10 0.60 American Honda Finance Corp
02665WDS7 AMERICAN HONDA 500,000.00 471,975.00 2.93 480,770.95 3.03 0.76 Issuer total 500,000.00 471,975.00 2.93 480,770.95 3.03 0.76 John Deere Capital Corp
24422EVK2 JOHN DEERE
CAPITAL
A2 500,000.00 439,170.00 2.73 450,697.98 2.84 2.21
Issuer total 500,000.00 439,170.00 2.73 450,697.98 2.84 2.21 Wells Fargo Bank NA
94988J6D4 WELLS FARGO BANK
NA
5.450 08/07/2026 02/12/2024
2.125 09/15/2026 06/15/2026
A+ Aa2
A2
400,000.00 397,028.00 2.47 397,322.17 2.50 2.54
Issuer total 400,000.00 397,028.00 2.47 397,322.17 2.50 2.54 Home Depot Inc/The
437076BN1 HOME DEPOT INC 2.125% A 400,000.00
400,000.00
366,260.00
366,260.00
2.28 2.28
366,980.72
366,980.72
2.31 2.31
2.76 2.76
1.26 Issuer total
Grand total 16,619,504.83 16,090,754.87 100.00 15,879,340.99 100.00 13
SECURITIES
PURCHASED
TOWN OF ATHERTON
For the period September 1, 2023 - September 30, 2023
Cusip Description / Broker Trade date
Settle date
Coupon Maturity/
Call date
Par value or
shares
Unit cost Principal
cost
Accrued
interest
Corporate Bonds
94988J6D4 WELLS FARGO BANK NA
5.45%
09/27/2023
09/29/2023
5.450
2.125
08/07/2026
02/12/2024
400,000.00
400,000.00
99.26 91.57
(397,028.00)
(366,260.00)
(3,027.78)
(330.56)
J.P. MORGAN SECURITIES
LLC
437076BN1 HOME DEPOT INC 2.125% 15SEP2026
BARCLAYS CAPITAL
09/27/2023
09/29/2023
09/15/2026
06/15/2026
Total Corporate Bonds
Grand total
800,000.00
800,000.00
(763,288.00)
(763,288.00)
(3,358.34)
Grand total (3,358.34)
14
SECURITIES SOLD AND
MATURED
TOWN OF ATHERTON
For the period September 1, 2023 - September 30, 2023
Cusip Description / Broker Trade date Coupon
Settle date
Maturity/
Call date
Par value or Historical cost Amortized cost Price Fair value at sale or
Realized
gain
Accrued
interest
sold
shares at sale or
maturity maturity (loss)
Government Agencies
3137EAEW5 FREDDIE MAC .25% DUE 09-08-
2023
REG
09/08/2023
09/08/2023
0.250
0.170
(219,000.00)
(500,000.00)
219,100.74
497,945.00
219,000.00
500,000.00
0.00 0.00
219,000.00
500,000.00
0.00 0.00
0.00 3133EM6N7 FEDERAL FARM CREDIT BANK 0.00
0.17%
27SEP2023
09/27/2023
09/27/2023
Total (Government Agencies)
Grand total
(719,000.00)
(719,000.00)
717,045.74
717,045.74
719,000.00
719,000.00
719,000.00
719,000.00
0.00 0.00
0.00 0.00
15
DETAIL OF RETURN AND INTEREST
RECEIVED
TOWN OF ATHERTON
For the period September 1, 2023 - September 30, 2023
Cusip Description Accretion
(amortization)
Realized gain
(loss)
Change in fair
value
Interest earned Interest received
Cash
Cash and Cash Equivalents 0.00 0.00 0.00 3,069.65 3,069.65 Total Cash 0.00 0.00 0.00 3,069.65 3,069.65
Corporate Bonds
02665WDS7
037833EB2
06051GFX2
437076BN1
24422EVK2
46625HJT8
717081DM2
89236THU2
94988J6D4
AMERICAN HONDA FINANCE 0.55%
12JUL2024
1,247.41
1,684.16
806.51
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
1,775.80
(2,392.34)
(4,481.02)
720.72
221.52
366.53
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
APPLE INC 0.7% 08FEB2026 (CALLABLE
08JAN26)
BANK OF AMERICA CORP 3.5% 19APR2026
1,832.64
HOME DEPOT INC 2.125% 15SEP2026 (CALLABLE 23.61
15JUN26)
JOHN DEERE CAPITAL CORP 0.7% 15JAN2026
JPMORGAN CHASE & CO 3.875% 01FEB2024
PFIZER INC 3.4% 15MAY2024
126.25
1,574.55
(1,325.37)
35.49 (1,874.61)
(156.28)
256.11
281.95
1,872.92
1,369.44
TOYOTA MOTOR CREDIT CORP 0.45% 11JAN2024 235.63
WELLS FARGO BANK NA 5.45% 07AUG2026 (CALLABLE
07JUL26)
45.40 2,040.98
11.53 294.17 60.55
Total Corporate Bonds 4,205.93 (3,816.47) 6,264.79
Government Agencies
3135G0V34
3133EM6N7
3133EJ2B4
3130AV6J6
3137EAEW5
3134A2HG6
FANNIE MAE 2.5% 05FEB2024 (891.26)
79.38 0.00
0.00 0.00
0.00 0.00
0.00 965.42
1,885.27
1,803.10
(5,477.56)
213.06
1,006.94
61.39 0.00
425.00
0.00 FEDERAL FARM CREDIT BANK 0.17%
27SEP2023
FEDERAL FARM CREDIT BANK 3%
06DEC2023
FEDERAL HOME LOAN BANK 4.5%
13MAR2026
FREDDIE MAC .25% DUE 09-08-2023 REG
FREDDIE MAC 0% 11DEC2025
(1,723.43)
(227.19)
(0.96)
1,812.50
2,718.75
10.65 18,000.00
273.75
2,221.05 (3,625.94) 0.00 0.00
16
DETAIL OF RETURN AND INTEREST
RECEIVED
TOWN OF ATHERTON
For the period September 1, 2023 - September 30, 2023
Cusip Description Accretion
(amortization)
Realized gain
(loss)
Change in fair
value
Interest earned Interest received
Government Agencies
3137EAFA2
3134GXCS1
3134GW3X2
3134GXCJ1
FREDDIE MAC 0.25% 04DEC2023 (11.31)
1,730.42
1,741.71
1,337.90
4,256.31
0.00 0.00
0.00 0.00
0.00 2,823.24
(1,672.18)
(164.57)
100.70
302.08
0.00 FREDDIE MAC 0.625% 25NOV2025 (CALLABLE 0.00
25NOV23)
FREDDIE MAC 0.625% 27OCT2025 (CALLABLE
27OCT23)
FREDDIE MAC 0.65% 28MAY2026 (CALLABLE
28NOV23)
302.08 0.00
(1,707.03)
(4,957.19)
261.81 0.00
Total Government Agencies 6,576.90 18,698.75
Government Bonds
91282CBA8
91282CBM2
91282CBE0
91282CBR1
91282CAW1
91282CBC4
91282CDK4
912828T91
912828XZ8
91282CFK2
USA TREASURY 0.125% 15DEC2023 271.95
184.86
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
3,437.50
2,089.84
2,089.84
2,128.90
2,179.25
(2,484.37)
(2,949.22)
1,622.24
(656.25)
81.97 50.96
0.00 USA TREASURY 0.125% 15FEB2024 0.00
USA TREASURY 0.125% 15JAN2024
USA TREASURY 0.25% 15MAR2024
USA TREASURY 0.25% 15NOV2023
USA TREASURY 0.375% 31DEC2025
USA TREASURY 1.25% 30NOV2026
USA TREASURY 1.625% 31OCT2023
USA TREASURY 2.75% 30JUN2025
USA TREASURY 3.5% 15SEP2025
180.28 50.95 0.00
153.95 102.46 625.00
78.95 101.90 0.00
3,537.93
1,087.12
(541.02)
506.32
366.85 0.00
512.29 0.00
662.37 0.00
784.65 0.00
329.08 (2,460.95)
4,996.78
(3,776.88)
2,151.70
4,866.10
20,777.44
13,125.00
13,750.00
35,518.40
Total Government Bonds
Grand total
5,789.42
14,251.66
17
TRANSACTION
REPORT
TOWN OF ATHERTON
For the period September 1, 2023 - September 30, 2023
Trade date Cusip
Settle date
Transaction Sec type Description Maturity Par value or
shares
Realized
gain(loss)
Principal Interest Transaction total
09/08/2023 3137EAEW5 Income
09/08/2023
Government Agencies
Government Agencies
Government Agencies
Government Bonds
Government Bonds
Government Agencies
Government Agencies
Corporate Bonds
FREDDIE MAC .25% DUE
FREDDIE MAC .25% DUE
FEDERAL HOME LOAN
BANK
USA TREASURY 0.25%
09/08/2023
09/08/2023
03/13/2026
03/15/2024
09/15/2025
09/27/2023
09/27/2023
09/15/2026
08/07/2026
219,000.00
(219,000.00)
750,000.00
500,000.00
750,000.00
500,000.00
(500,000.00)
400,000.00
400,000.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
219,000.00
0.00 273.75
0.00 273.75
219,000.00
18,000.00
625.00
09/08/2023 3137EAEW5 Capital Change
09/08/2023
09/13/2023 3130AV6J6 Income
09/13/2023
18,000.00
09/15/2023 91282CBR1 Income 625.00
09/15/2023
0.00 09/15/2023 91282CFK2 Income
09/15/2023
USA TREASURY
3.5%
0.00 13,125.00
425.00
13,125.00
09/27/2023 3133EM6N7 Income 425.00
09/27/2023
FEDERAL FARM CREDIT
BANK
FEDERAL FARM CREDIT
BANK
HOME DEPOT INC 2.125%
WELLS FARGO BANK NA
5.45%
0.00 09/27/2023 3133EM6N7 Capital Change
09/27/2023
500,000.00
(366,260.00)
(397,028.00)
0.00 0.00 500,000.00
(366,590.56)
(400,055.78)
3,069.65
09/27/2023 437076BN1 Bought
09/29/2023
(330.56)
(3,027.78)
3,069.65
09/27/2023 94988J6D4 Bought
09/29/2023
Corporate Bonds
09/30/2023 Income Cash and Cash Equivalents Cash
18
ADDITIONAL
INFORMATION
TOWN OF ATHERTON
As of September 30, 2023
Past performance is not a guide to future performance. The value of investments and any income from them will fluctuate and is not guaranteed (this may partly be due to exchange rate changes) and investors may not get back the amount invested. Transactions in foreign securities may be executed and settled in local markets. Performance comparisons will be affected by changes in interest rates. Investment returns fluctuate due to changes in market conditions. Investment involves risk, including the possible loss of principal. No assurance can be given that the performance objectives of a given strategy will be achieved. The information contained herein is for your reference only and is being provided in response to your specific request and has been obtained from sources believed to be reliable; however, no representation is made regarding its accuracy or completeness. This document must not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or otherwise not permitted. This document should not be duplicated, amended, or forwarded to a third party without consent from Insight. This is a marketing document intended for professional clients only and should not be made available to or relied upon by retail clients Investment advisory services in North America are provided through two different SEC-registered investment advisers using the brand Insight Investment: Insight North America LLC (INA) and Insight Investment International Limited (IIIL). The North American investment advisers are associated with a broader group of global investment managers that also (individually and collectively) use the corporate brand Insight Investment and may be referred to as Insight, Insight Group or Insight Investment.
INA is an investment adviser registered with the Securities and Exchange Commission (SEC), under the Investment Advisers Act of 1940, as amended. Registration with the SEC does not imply a certain level of skill or training.
You may request, without charge, additional information about Insight. Moreover, specific information relating to Insights strategies, including investment advisory fees, may be obtained from INA's Form ADV Part 2A, which is available without charge upon request.
Where indicated, performance numbers used in the analysis are gross returns. The performance reflects the reinvestment of all dividends and income. INA charges management fees on all portfolios managed and these fees will reduce the returns on the portfolios. For example, assume that $30 million is invested in an account with INA, and this account achieves a 5.0% annual return compounded monthly, gross of fees, for a period of five years.
At the end of five years that account would have grown to $38,500,760 before the deduction of management fees. Assuming management fees of 0.25% per year are deducted monthly from the account, the value at the end of the five year period would be $38,022,447. Actual fees for new accounts are dependent on size and subject to negotiation. INA's investment advisory fees are discussed in Part 2A of its Form ADV.
Unless otherwise stated, the source of information is Insight. Any forecasts or opinions are Insight’s own at the date of this document (or as otherwise specified) and may change. Material in this publication is for general information only and is not advice, investment advice, or the recommendation of any purchase or sale of any security. Insight makes no implied or expressed recommendations concerning the manner in which an account should or would be handled, as appropriate investment strategies depend upon specific investment guidelines and objectives and should not be construed to be an assurance that any particular security in a strategy will remain in any fund, account, or strategy, or that a previously held security will not be repurchased. It should not be assumed that any of the security transactions or holdings referenced herein have been or will prove to be profitable or that future investment decisions will be profitable or will equal or exceed the past investment performance of the securities listed.
Please compare the information provided in this statement to the information provided in the statement received from your Custodian.
For trading activity the Clearing broker will be reflected. In certain cases the Clearing broker will differ from the Executing broker.
In calculating ratings distributions and weighted average portfolio quality, Insight assigns U.S Treasury and U.S agency securities a quality rating based on the methodology used within the respective benchmark index. When Moody’s, S&P and Fitch rate a security, Bank of America and Merrill Lynch indexes assign a simple weighted average statistic while Barclays indexes assign the median statistic. Insight assigns all other securities the lower of Moody’s and S&P ratings.
Information about the indices shown here is provided to allow for comparison of the performance of the strategy to that of certain well-known and widely recognized indices. There is no representation that such index is an appropriate benchmark for such comparison. You cannot invest directly in an index and the indices represented do not take into account trading commissions and/or other brokerage or custodial costs. The volatility of the indices may be materially different from that of the strategy. In addition, the strategy’s holdings may differ substantially from the securities that comprise the indices shown.
The ICE BofA 3 Month US T-Bill index is an unmanaged market index of U.S. Treasury securities maturing in 90 days that assumes reinvestment of all income.
The ICE BofA 6 Month US T-Bill index measures the performance of Treasury bills with time to maturity of less than 6 months.
The ICE BofA 1-Year US Treasury Index is a one-security index comprised of the most recently issued 1-year US Treasury note. The index is rebalanced monthly. In order to qualify for inclusion, a 1-year note must be auctioned on or before the third business day before the last business day of the month.
The ICE BofA 3-Year US Treasury Index is a one-security index comprised of the most recently issued 3-year US Treasury note. The index is rebalanced monthly. In order to qualify for inclusion, a 3-year note must be auctioned on or before the third business day before the last business day of the month.
The ICE BofA 5-Year US Treasury Index is a one-security index comprised of the most recently issued 5-year US Treasury note. The index is rebalanced monthly. In order to qualify for inclusion, a 5-year note must be auctioned on or before the third business day before the last business day of the month.
The ICE BofA 1-3 US Year Treasury Index is an unmanaged index that tracks the performance of the direct sovereign debt of the U.S. Government having a maturity of at least one year and less than three years.
The ICE BofA 1-5 US Year Treasury Index is an unmanaged index that tracks the performance of the direct sovereign debt of the U.S. Government having a maturity of at least one year and less than five years. 19
ADDITIONAL
INFORMATION
TOWN OF ATHERTON
As of September 30, 2023
Insight does not provide tax or legal advice to its clients and all investors are strongly urged to consult their tax and legal advisors regarding any potential strategy or investment.
Insight is a group of wholly owned subsidiaries of The Bank of New York Mellon Corporation. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the Corporation as a whole or its various subsidiaries generally. Products and services may be provided under various brand names and in various countries by subsidiaries, affiliates and joint ventures of The Bank of New York Mellon Corporation where authorized and regulated as required within each jurisdiction. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York Mellon Corporation or any of its affiliates. The Bank of New York Corporation assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2023 Insight Investment. All rights reserved.
20
Item No. 4
Town of Atherton
CITY COUNCIL STAFF REPORT – CONSENT AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: RACHAEL LONDER, MANAGEMENT ANALYST II
DATE: NOVEMBER 15, 2023
SUBJECT: AUTHORIZING TOWN STAFF TO APPLY FOR AND ACCEPT
ALL AVAILABLE FUNDS FROM THE CALIFORNIA
DEPARTMENT OF RESOURCES, RECYCLING, AND
RECOVERY (CALRECYCLE) FOR WHICH THE TOWN IS
ELIGIBLE FOR THE PERIOD FROM NOVEMBER 2023
THROUGH NOVEMBER 2028.
RECOMMENDATION
It is recommended that the Council authorize Town Staff to apply for and accept all available funds from the California Department of Resources, Recycling, and Recovery (CalRecycle) for which the Town is eligible for the period from November 2023 through November 2028.
BACKGROUND
In September 2016, California Senate Bill 1383 (Lara, Chapter 395, Statutes of 2016), also known as SB 1383, established statewide emissions reduction targets for short-lived climate pollutants such as methane. Methane is a powerful greenhouse gas, which results from the landfilling of organic waste. SB 1383 requires the State to reduce the amount of organic waste disposed of in landfills by 75 percent from 2014 levels by 2025. Given that SB 1383 includes statewide targets, the California Department of Resources Recycling and Recovery, also known as CalRecycle, proposed regulations that require a more prescriptive approach for local jurisdictions to achieve specific requirements for reducing the amount of organic waste, such as food waste, that goes to landfill.
To meet these requirements, Town staff developed programs and policies to achieve compliance with CalRecycle regulations and milestones, for the Council’s consideration. On July 21, 2021, the Council entered into a Memorandum of Understanding with San Mateo County to further the goals of SB 1383 by creating a food recovery program. On December 15, 2021, the Council adopted Ordinance No. 649 adding Chapter 18, Establishing an Edible Food Recovery Program, to the Municipal Code. These actions positioned the Town to meet the requirements of SB 1383 and enable the Town to seek funding assistance from the state for the further development and implementation of programs that promote waste diversion and organics recycling.
Public Resources Code sections 48000 et seq. authorizes CalRecycle to administer various grant
CalRecycle Grant Funds
NOVEMBER 15, 2023
programs in furtherance of the State of California’s efforts to reduce, recycle and reuse solid waste generated in the state thereby preserving landfill capacity and protecting public health and safety and the environment. In Fiscal Year 2022 – 2023, the Town received Local Assistance Grant Funds totaling $20,678.
ANALYSIS
CalRecyle annually solicits applications for a non-competitive SB 1383 Local Assistance Grant program (Grant), where funds will be disbursed to all approved applicants on a per capita basis.
The goal of the Grant to provide aid to local jurisdictions in the implementation of the SB 1383 regulations. Eligible activities and costs for the Grant may include:
- Organic waste processing capacity planning
- Collection of organic waste
- Edible food recovery activities
- Education and outreach
- Enforcement and inspection
- Procurement of required recycled organic waste products - Program evaluation/gap analysis
As part of the application process each Grant cycle, the Town is required to submit a resolution approved by the governing Board authorizing the submission of the application. A resolution may be passed in the last five years authorizing application submittal. Staff will not need to return to Council with a resolution authorizing grant application submittal for the next five years, if approved. Authorizing Town staff to apply for CalRecycle funding will enable the continuation of waste diversion efforts.
FISCAL IMPACT
There is no Town cost associated with the adoption of this resolution. The adoption of this resolution may result in additional grant revenue from the California Department of Resources, Recycling, and Recovery (CalRecycle).
GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:
• Goal Area A – Maintain Fiscal Responsibility
• Goal Area F – Be Forward-Thinking, Well-Managed, and Well-Planned
POLICY FOCUS
CalRecycle Grant Funds
NOVEMBER 15, 2023
Funding from CalRecycle supports the Town in implementing programs that support the policy goals established by California Senate Bill 1383 (Lara, Chapter 395, Statutes of 2016) and Town Ordinance No. 649.
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. Resolution
RESOLUTION NO. XX-XX
RESOLUTION OF THE TOWN OF ATHERTON AUTHORIZING TOWN STAFF TO APPLY
FOR AND ACCEPT ALL AVAILABLE FUNDS THE CALIFORNIA DEPARTMENT OF
RESOURCES, RECYCLING, AND RECOVERY (CALRECYCLE) FOR WHICH THE TOWN IS ELIGIBLE FOR THE PERIOD FROM NOVEMBER 2023 THROUGH NOVEMBER 2028.
Whereas, Public Resources Code sections 48000 et seq. authorize the Department of Resources Recycling and Recovery (CalRecycle) to administer various grant programs (grants) in furtherance of the State of California’s (state) efforts to reduce, recycle and reuse solid waste generated in the state thereby preserving landfill capacity and protecting public health and safety and the environment; and
Whereas, in furtherance of this authority CalRecycle is required to establish procedures governing the application, awarding, and management of the grants; and Whereas, CalRecycle grant application procedures require, among other things, an applicant’s governing body to declare by resolution certain authorizations related to the administration of CalRecycle grants.
Now, therefore, be it resolved that the Town of Atherton authorizes the submittal of applications to CalRecycle for all grants for which Town of Atherton is eligible; and Be it further resolved that the City Manager, or their designee, is hereby authorized and empowered to execute in the name of Town of Atherton all grant documents, including but not limited to, applications, agreements, amendments and requests for payment, necessary to secure grant funds and implement the approved grant project; and Be it further resolved that these authorizations are effective for five years from the date of adoption.
PASSED AND ADOPTED at a meeting of the City of Council of the Town of Atherton held on the 15th day of November, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
______________________
Bill Widmer, MAYOR
ATTEST:
________________________
Anthony Suber, City Clerk
APPROVED AS TO FORM:
___________________________
Mona G. Ebrahimi, City Attorney
Item No. 5
Town of Atherton
CITY COUNCIL STAFF REPORT – CONSENT AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL
GEORGE RODERICKS, CITY MANAGER
FROM: ANTHONY SUBER, DEPUTY CITY MANAGER/ CITY CLERK
DATE: NOVEMBER 15, 2023
SUBJECT: APPOINTMENT OF REPRESENTATIVE TO THE SAN MATEO
COUNTY MOSQUITO & VECTOR CONTROL DISTRICT
RECOMMENDATION
Appoint incumbent representative Mason Brutschy to the San Mateo County Mosquito & Vector Control District for a term of four years beginning January 1, 2024 through December 31, 2027.
BACKGROUND
The Town of Atherton along with each city within San Mateo County may appoint one person to the board of trustees for the Mosquito & Vector Control District. The district uses an integrated pest management strategy to safeguard the health and comfort of residents of San Mateo County.
The board of trustees consists of 21 members from each City within the County and one representative for the County at-large. Among the programs and services offered by the special district are public education presentations lead by residents and volunteers. Information about other programs and services of the district is readily available by visiting the website at www.smcmvcd.org.
The current term of office for Mason Brutschy, representative to the Board of trustees of the Mosquito & Vector Control District from the Town, will expire on December 31, 2023. Mr.
Brutschy has been an active participant since 2014, serving as Chair of the Finance Committee and is a member on the Managers Evaluation Committee. Council has the option of appointing a representative to the board of trustees for a term of two (2) or four (4) years.
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
Mosquito & Vector Appointment
NOVEMBER 15, 2023
• Goal Area F – Be Forward-Thinking, Well-Managed, and Well-Planned
POLICY FOCUS
The Council is not obligated to appoint any candidate and may choose to open a formal recruitment.
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. Reappointment Letter – SMC Mosquito & Vector Control District
October 18, 2023
Town of Atherton
Attn: Anthony Suber, Deputy City Manager/City Clerk
80 Fair Oaks Lane
Atherton, CA 94027
Dear Anthony Suber,
The current term of office for Mason Brutschy, representative to the Board of Trustees of this District from the Town of Atherton, will expire on December 31, 2023.
It is kindly requested that the City Council make an appointment or reappointment for the next term following January 1, 2024, through December 31, 2025, or through December 31, 2027. According to the California Health and Safety Code, Section 2020-2030, which dictates appointments to Vector Control District Boards:
The city council of each city or town may appoint one person to the board of trustees. The term of office for a member of the board of trustees shall be for a term of two or four years at the discretion of the appointing authority.
Terms of office begin at noon on the first Monday in January.
The common law incompatibility of office doctrine was addressed in SB 1588 (2002), and now, a City Council member may be appointed to the Board of Trustees.
Once an appointment has been made, please forward a letter to that fact indicating the term length (two or four years).
Thank you for your attention to this request,
Brian Weber, District Manager
DocuSign Envelope ID: 8C182BA9-FF04-41D5-AF2F-BD7C09B658FE
Item No. 6
Town of Atherton
2445228.1 14537.001
CITY COUNCIL STAFF REPORT – CONSENT AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL
GEORGE RODERICKS, CITY MANAGER
FROM: ANTHONY SUBER, DEPUTY CITY MANAGER/ CITY CLERK
DATE: NOVEMBER 15, 2023
SUBJECT: REVIEW MEETING PROTOCOL REVISIONS
RECOMMENDATION
Adopt amended Town of Atherton meeting protocols and rules of procedure.
BACKGROUND | ANALYSIS
As a result of disruptive impacts from the occurrence of hate speech through remote public comment during the September 20, 2023 City Council meeting and other Town legislative body meetings, the Council received a report at the October 18, 2023 meeting with suggested revisions to the Town’s meeting protocols and rules of engagement during the public comment portions of meetings. Council provided direction to staff and requested that staff return with revisions to the City Council Rules of Procedures – Attachment 1 and Council Code of Conduct – Attachment 2.
In addition to the proposed revisions listed below to the City Council Rules of Engagement and Code of Conduct, staff has prepared a brief statement to be included on all Brown Act meeting agendas which may be announced during meetings. City Council meetings and all Committee and Commission meetings are considered “limited public forums”, which means the agency can regulate the time, place, and manner of speech. Furthermore, any public comment must relate to Town business, as compared to abstract comments on world affairs or matters that have no bearing on the Town's jurisdiction or powers. The Brown Act empowers the Council to adopt reasonable regulations, including time limits, but cannot prohibit public criticism of the policies, procedures, program, or services of the Town, including the acts or omissions of the legislative body.
Furthermore, on August 22, 2022, the Governor adopted Senate Bill 1100, which addresses orderly conduct at public meetings. This legislation, which has been codified in the Brown Act, authorizes the presiding member of the body conducting a meeting to remove, or cause the removal, of an individual disrupting the meeting. However, prior to any removal, a warning must first be provided.
Meeting Protocols
NOVEMBER 15, 2023
2445228.1 14537.001
Public Announcement and Agenda Language
Please note that the Town of Atherton Council and Committee or Commission meetings are a limited public forum, and all public comment must relate to something that is within the subject matter jurisdiction of the Council or Committees. If comments do not relate to the subject matter jurisdiction of the Council or Committee, we will stop the comment and provide a warning. If the comment continues to be outside of the subject matter jurisdiction the speaker will be stopped, and we will move on to the next speaker. Speakers found in violation of this rule of procedure may be removed from the meeting.
The Rules of Procedure listed as Appendix A to the City Council Handbook and included as Attachment 1 was last revised in March 2014. The following are proposed revisions for Council consideration and adoption.
Rules of Procedure Revisions
5.2 Personal and Slanderous Remarks The Mayor (and other presiding members of other Town bodies) shall discourage demonstrations before them, such as applauding or "booing". Upon instructions by the presiding member, a Sergeant-at-Arms may be appointed for the purpose of removing any person who, in the presiding member's judgment, has violated the rules of conduct and has disrupted, disturbed, or impeded the orderly conduct of the meeting. The Town does not tolerate hate speech, threats, or behaviors or speech that disrupt the meeting. For purposes of this section, disruptive behavior as behavior that “actually disrupts, disturbs, impedes, or renders infeasible the orderly conduct of the meeting,” including but not limited to, behavior that, (1) violates one of the governing body’s regulations addressing the conduct of open meetings, or (2) a reasonable observer would perceive as a threat to use force by that member of the public. The presiding officer, assisted by staff will provide a warning to meeting participant in violation of this rule. If the member does not immediately cease the violating conduct, they may be removed from the meeting.
The Council Code of Conduct listed as Appendix B in the City Council Handbook and included here as Attachment 2 was last revised in March 2014. The following are proposed revisions for Council consideration and adoption.
Code of Conduct Revisions
5. Conduct of Public Meetings
Councilmembers shall inform themselves of public issues, listen attentively to public discussions before the body and focus on the business at hand. The City Council, Commissions and Committees will distinguish between free speech and malicious innuendo or personal, insulting, slanderous attacks and will not tolerate verbal abuse of any Council members, Commissions or Committee members, or staff, either from the floor or from each other. It is the responsibility of the Chair, and, if necessary, all the members of the Council, Commissions and Committees, to enforce and maintain decorum at meetings. The Town does not tolerate hate speech, threats, or behaviors or speech that disrupt the meeting. For purposes of this section, disruptive behavior is behavior that “actually disrupts, disturbs, impedes, or renders infeasible the orderly conduct of the meeting,” including but not limited to, behavior that, (1) violates one of the governing body’s Page 123 of 330 Meeting Protocols
NOVEMBER 15, 2023
2445228.1 14537.001
regulations addressing the conduct of open meetings, or (2) a reasonable observer would perceive as a threat to use force by that member of the public. The presiding officer, assisted by staff will provide a warning to meeting participant in violation of this rule. If the member does not immediately cease the violating conduct, they may be removed from the meeting.
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 • Goal Area F – Be Forward-Thinking, Well-Managed, and Well-Planned
POLICY FOCUS
The City Council are committed to community engagement and transparency. The Council’s commitment to offering residents the maximum amount of access to engagement and public discourse has led the conversation related to revising the Council rules of engagement and code of conduct.
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. Appendix A – Rules of Engagement
2. Appendix B – Code of Conduct
Atherton City Council Rules of Procedure Page 1 of 10
Appendix A
TOWN OF ATHERTON
CITY COUNCIL
RULES OF PROCEDURE
APPROVED MARCH 19, 2014
Revised November 15, 2023
Atherton City Council Rules of Procedure Page 2 of 10
RULES OF PROCEDURE
1. Authority
As provided by California Government Code Section 36813, the City Council establishes these Rules of Procedure for the conduct of meetings. The following Rules shall be in effect upon their adoption by the City Council and until such time as they are amended or new rules adopted in the manner provided by these Rules. It is the intent of these Rules to prevent inappropriate disruption, disturbance, or other disorderly conduct of Council meetings and to provide guidelines for conduct of members and procedures to be followed at such meetings.
2. General Rules
2.1 Rules of Order Except in cases of conflict with these Rules, Rosenburg’s Rules of Order shall be used as a guide to govern the proceedings of this Council.
2.1 Quorum Three members of the Council shall constitute a quorum necessary to transact business. In the event a quorum is not in attendance, those attending will be named in the minutes, and they shall adjourn the meeting to a later set time. If no one is present, the Clerk shall adjourn the meeting to a later date and post notice of that fact pursuant to Government Code Section 36811.
2.2 Compelling Attendance Members must notify the Presiding Officer for the issuance of an "excused absence" when they are unable to attend, which shall be granted. The member may notify the City Manager or City Clerk if the Presiding Officer is not available and the City Manager or City Clerk will notify the Presiding Officer of the request; or it will be noted in the minutes as an unexcused absence.
In the event of perpetual absence by members, the Council may adjourn from day to day to compel attendance under the penalties prescribed by law. The seat of a member with two or more consecutive unexcused absences from regular council meetings shall be vacated pursuant to Government Code Section 36513(b).
2.8 City Staff The City Manager, City Attorney, and City Clerk shall attend all meetings of the Council unless excused, and in the event of an absence, a designee shall substitute.
The City Manager may make recommendations and shall have the right to take part in all discussions of the Council, but shall have no vote.
The City Attorney, upon request of the City Council or authorized representatives, shall give opinions, either written or oral, on questions of law and shall act as the Council's parliamentarian.
Atherton City Council Rules of Procedure Page 3 of 10
The City Clerk shall record, prepare and maintain the official record of the Council and perform other related duties as prescribed by the Council and/or City Manager.
Department Heads/Employees, as required by the City Manager or requested by the Council, shall attend Council meetings.
3. Mayor - Duties
3.1 Mayor The Mayor is elected by members of the Council for a one-year period. No member shall serve as Mayor for consecutive terms. The City Council shall meet at least annually to choose one of its members as Mayor.
3.2 Vice Mayor The Vice Mayor shall be selected annually by a Council majority vote. No member shall serve as Vice-Mayor for consecutive terms.
3.3 Presiding Officer The Mayor, if present, shall preside. In the Mayor's absence, the Vice Mayor shall preside. In the absence of both, the Councilmembers present shall elect a temporary Presiding Officer.
3.4 Call to Order The Presiding Officer shall call the meeting to order at the hour appointed.
3.5 Preservation of Order The Presiding Officer shall preserve strict order and decorum, shall prevent verbal attacks on Councilmembers, staff, and/or citizens, and confine debate to the item under discussion.
3.6 Point of Order The Presiding Officer shall determine all points of order, subject to the right of any member to appeal to the entire Council. If an appeal is taken, the question shall be, "Shall the decision of the Presiding Officer be sustained?"
3.7 Motion to be Stated The Presiding Officer shall state all motions submitted for a vote and announce the result. A roll call vote shall be taken upon ordinances, and at the request of any member on any vote.
3.8 Mayor Proclamations Mayor Proclamations will be issued at the discretion of the Mayor for various purposes including:
➢ Recognizing individuals and organizations whose contributions and achievements have community-wide significance;
➢ Calling public attention to a significant community event, service or program;
➢ Highlighting a special period of observance, celebration, or recognition for community, regional, state, or national occasions.
Atherton City Council Rules of Procedure Page 4 of 10
Mayor Proclamations do not need formal Council action or approval and individual Councilmembers can request through the Mayor that proclamations be issued. All public requests for proclamations should be directed to the City Manager or Mayor for review. It will be at the discretion of the Mayor to determine whether it is appropriate to present the proclamation at a Council meeting.
Proclamations will be issued to recognize legitimate and significant community achievements, contributions, and occasions. These forms of recognition are not intended for partisan, commercial or narrow individual purposes which are inconsistent with the overall policies of the City Council.
4. Order/Preparation of Agenda
Order of Business
Call to Order
1. Pledge of Allegiance
2. Roll Call
3. Presentations
4. Public Comments
5. Closed Session Report
6. City Managers Report
Consent Items
Public Hearing Items
Regular Agenda Items
Council Reports/Comments
Future Agenda Items
Public Comments
Adjournment
4.1 Agenda Preparation The agenda shall be prepared in accordance with the preparation procedure below. Insofar as possible, the agenda shall be delivered to the Mayor, Councilmembers, and Library by 5:00 p.m. on the Friday preceding the Wednesday meeting. Council materials as much as possible shall be available for public review at the Library, and at the City Administrative Office beginning on the Friday afternoon, before the regular Wednesday Council meeting.
The agenda shall be prepared in accordance with the preparation procedures as directed by the City Manager with the following guidelines. One of the following methods may be applied for placing an item on a Council agenda:
➢ City Manager: The City Manager may add an item for Council consideration at a future meeting or may receive requests for agenda items from the public, staff, a committee member or a Council Member.
The City Manager shall determine whether to add the request to an upcoming Council agenda. As a matter of practice, the City Manager may review the request with the Mayor prior to placing it on the agenda.
Atherton City Council Rules of Procedure Page 5 of 10
➢ Staff and Committees: There may be a need for agenda items which arise when a Town Committee or Commission passes a motion for Council consideration. These items may be added to the Council agenda by the City Manager no later than the second meeting following the request. ➢ Colleagues’ Memorandum: If at least two councilmembers prepare a colleagues' memo, the City Clerk shall place the item on the Council agenda under the Future Agenda Items Section. A colleague's memo is a written request, no more than two pages in length, presenting an item to be added to the following Agenda. The item shall be added to the next Agenda or a specific designated Agenda by a majority vote of the Council.
4.2 Public Comments During Public Comments at a regular meeting, any person may address the Council, provided that the item (1) is of interest to the public and is within the subject matter jurisdiction of the Council and (2) is not otherwise on the agenda. Public Comments at special meetings shall be confined to the items for consideration on the agenda.
4.3 Consent Agenda Items listed under the Consent Agenda are those items staff believes will not require Council discussion and are routine in content. Also listed under the Consent Agenda are resolutions confirming action from a previous meeting which are brought back for approval of form rather than approval of action. Items may be removed by any Councilmember for separate discussion for clarification and/or upon request by any member of the public who wishes to speak on that item.
4.4 Actions Limited to Posted Agenda The City Council shall not take action on any item not appearing on the posted agenda except as permitted by Government Code Section 54954.2 of the Brown Act.
5. Citizens' Rights
5.1 Addressing the Council
(1) Any person may address the Council on the following portions of the agenda:
➢ Public Comments, as provided in Section 4.2.
➢ Public hearings, as provided in Sections 7 and following. ➢ When invited by the Mayor, prior to or during the hearing of all other portions of the agenda prior to the vote, it any, being taken. (2) The following shall apply:
Each person addressing the Council shall step to the podium and may give their name and address for the record. The Council may require use of Speaker Cards.
Atherton City Council Rules of Procedure Page 6 of 10
It shall not be required that any person gives their name and address, but if they do not, they will not receive any follow-up response from staff or the City Council. ➢ A time limit may be imposed by the Council on each speaker depending on the subject matter.
➢ All remarks or questions shall be directed to the Mayor and Council as a body and not to any particular member.
➢ No person, other than members of the Council and the person having the floor shall be permitted to enter into the discussion.
5.2 Personal and Slanderous Remarks The Mayor (and other presiding members of other Town bodies) shall discourage demonstrations before them, such as applauding or "booing". Upon instructions by the presiding member, a Sergeant-at-Arms may be appointed for the purpose of removing any person who, in the presiding member's judgment, has violated the rules of conduct and has disrupted, disturbed, or impeded the orderly conduct of the meeting. The Town does not tolerate hate speech, threats, or behaviors or speech that disrupt the meeting. For purposes of this section, disruptive behavior as behavior that “actually disrupts, disturbs, impedes, or renders infeasible the orderly conduct of the meeting,” including but not limited to, behavior that, (1) violates one of the governing body’s regulations addressing the conduct of open meetings, or (2) a reasonable observer would perceive as a threat to use force by that member of the public. The presiding officer, assisted by staff will provide a warning to meeting participant in violation of this rule. If the member does not immediately cease the violating conduct, they may be removed from the meeting.
6. Ordinances, Resolutions and Contracts
6.1 Document Approval All ordinances, resolutions, and contracts shall, before being placed on the agenda, be approved as to form and legality by the City Attorney. Additionally, all these documents shall be reviewed by the City Manager.
6.2 Ordinance Introduction/Adoption Except as to urgency ordinances, unless a member requests a full reading, a proposed ordinance will be introduced by the reading of the title only. Ordinances introduced by first reading shall not be adopted within five days of the introduction or at other than regular Council meetings unless the ordinance carries an urgency clause, in which case introduction and adoption may occur at the same meeting.
6.3 Majority Vote Required An affirmative vote of at least a majority of the total membership of the Council shall be necessary to adopt an ordinance, resolution, or any order to pay money. Urgency (emergency) ordinances must be adopted by the affirmative vote of at least four members of the Council. Motions and any other matters may be adopted by a majority of those present, assuming there is a quorum.
Atherton City Council Rules of Procedure Page 7 of 10
6.4 Ordinance Preservation Following adoption of an ordinance, the City Clerk will assign a number to the ordinance, and post according to law. The ordinance shall be filed and preserved in the City Clerk's office.
7. Procedures Regarding Public Hearings
Introduction Mayor announces subject of the public hearing.
7.1 Staff and Written Material Presentation
➢ Written material not in the agenda packet, if any, (e.g. protests, etc.) are noted for the record and received and filed.
➢ Staff report, if any, is presented by staff member.
➢ Staff responds to Councilmember questions.
➢ Mayor declares the public hearing open/ opens public comment.
7.2 Public Comment
➢ Mayor instructs members of the audience: (a) speak from the podium; (b) they may give their name and address (optional) before speaking; (c) a time limit for each speaker may be designated; and (d) that repetition should be avoided.
➢ The applicant/representative will normally speak first. ➢ Questions by speakers will be noted prior to Council deliberation. ➢ Mayor declares the public hearing closed.
7.3 Council Deliberations
➢ After the Mayor has determined that no other member of the audience wishes to speak, the matter is returned to the City Council for deliberation.
➢ The Council may ask questions of speakers for clarification. ➢ The Council makes a motion and debates.
7.4 Council Action
➢ Council at this time may re-open and continue the public hearing. (a) This should be done if any additional information is requested (e.g. a staff report).
(b) Continuing a public hearing to a specific date does not require additional notice.
➢ Council may:
(a) Vote on the item;
(b) Offer amendments or substitute motions and re-open
the hearing allowing additional public comment if needed; (c) Continue the matter to a later date for a decision. (Note:
Atherton City Council Rules of Procedure Page 8 of 10
no additional reports or testimony may be received after the hearing has been closed).
8. City Council Committees
8.1 Establishment (Appointment of Council Members Thereto). At the regular meeting in January, the Mayor shall appoint Council members to serve on various committees for a one year term. Committees shall be created and members appointed thereto in accordance with rules and regulations set out by the City Council by the Resolution Governing Committees and Commissions as amended.
8.2 Appointment of Council Members to City Council Committees Appointment of non-voting members to City Council Committees shall proceed as provided by the terms and provisions of separate resolution and as amended.
Committees shall be created and members appointed thereto in accordance with rules and regulations set out by the City Council by the Resolution Governing Committees and Commissions as amended. Councilmembers shall serve as liaisons to such committees but shall have no vote.
8.3. Ad Hoc Committees The Mayor may appoint ad hoc committees of less than a quorum of the City Council as deemed appropriate and necessary. Such committees shall have a defined task and be of limited duration. Such committees are exempt from provisions of the Brown Act.
9. Suspension and Amendment of These Rules
9.1 Suspension Any provision of these rules not already governed by the Atherton Municipal Code may be temporarily suspended by a majority vote by the Council.
9.2 Amendment These rules may be amended by additions or deletions or new rules adopted by a majority vote of the Council.
10. Miscellaneous Rules
10.1 Roll Call Votes Upon demand by any Councilmember, made before the vote is called for, a roll call vote shall be taken on the motion before the Council.
The Mayor's name shall be called last with other members' names called at random by the City Clerk. Members shall not give explanations for their vote during roll call.
10.2 Silence During a voice vote, silence by any member denotes an affirmative vote.
10.3 Continuance of an Item
Atherton City Council Rules of Procedure Page 9 of 10
Continuance by a Councilmember: Any Councilmember may, with the consent of the Council, continue an item not subject to a deadline to an agreed upon meeting. If the Councilmember will not be in attendance at the meeting, the Councilmember's request to continue an item should be personally conveyed to the Mayor or City Manager prior to the meeting.
Continuances Requested by Someone Not a Councilmember: Anyone may request a continuance of an item by the Council. A request for a continuance may be granted by vote of the Council only if it finds that (1) the need for the continuance was beyond the control of the person requesting it, (2) the need for the continuance arose after (a) the date of the notice of public hearing was published if the item is subject to a public hearing, or (b) the time the Council agenda was posted for items not subject to a public hearing, and (3) continuing the matter will not unduly impact any person interested in the decision.
10.4 Personal Privilege The right of a Councilmember to address the Council on a question of personal privilege shall be limited to cases in which the integrity, character, or motives of the Councilmember is in question, or where the welfare of the Council is concerned. The Councilmember may not interrupt the speaker, however, until recognized by the Mayor
10.5 Dissenting Opinion Any member shall have the right to enter into public record reasons for dissent or disagreement against any action carried by the majority.
10.6 Motion to Reconsider A motion to reconsider any action taken by the Council may be made in accordance with the following:
1. The motion must be made by a member who voted in the majority, although it may be seconded by any Councilmember.
2. The motion must be made prior to the adjournment of the meeting at which the original action was taken or at the next meeting.
3. The motion is debatable and has precedence over a pending motion.
10.7 Representations of Town and/or City Council policy. Councilmembers shall not represent themselves as speaking on behalf of the Town and/or the City Council without prior approval of the City Council. The statements of previously approved City Council policy may be reiterated or recalled without additional City Council approval.
11. Rules of Debate
11.1 Mayor as Presiding Officer The Mayor may move, second, and debate from the Chair, and shall not be deprived of any rights and privileges of a Councilmember.
Atherton City Council Rules of Procedure Page 10 of 10
11.2 Appeals Any ruling of the Mayor may be appealed to the entire City Council at the request of a Councilmember. The Mayor shall call for a roll call vote to determine if the ruling is upheld.
11.3 Rules of Parliamentary Procedure Rosenberg’s Rules of Order shall govern parliamentary procedure. The City Attorney shall serve as parliamentarian.
APPROVED AS TO FORM:
/s/ William B. Conners, City Attorney
1 Appendix B
TOWN OF ATHERTON
Council Code of Conduct
Approved March 19, 2014
1. PREAMBLE
The citizens of Atherton are entitled to have fair, ethical and accountable local government which has earned the public's full confidence for integrity. The citizens of Atherton expect public officials, both elected and appointed, and city employees to comply with both the letter and spirit of the laws of the State of California, the United States of America, the Atherton Municipal Code, and the established policies of the Town of Atherton affecting the operations of local government.
Further, public officials, both elected and appointed, and city employees are expected to be independent, impartial and fair in their judgment and actions; and public office shall be used for the public good, not for personal gain; and public deliberations and processes be conducted openly, unless legally confidential, in an atmosphere of respect and civility.
To this end, the Atherton City Council has adopted a Code of Conduct and Procedures for members of the City Council, committees and commissions and City staff to assure public confidence in the integrity of local government and its effective and fair operation. All persons covered by this code will aspire to meet the highest ethical standards in the conduct of their responsibility as a public official, elected or appointed, and city employees.
The Code of Conduct and Procedures shall be discussed at least annually, in either a regular meeting or a study session by the Council, Commissions, Committees and staff as an on-going means of developing a thorough understanding of the Code of Conduct and Procedures and the Brown Act.
RELATIONSHIP BETWEEN CITY COUNCIL, COMMITTEE AND COMMISSION
MEMBERS AND TOWN STAFF
The Town of Atherton municipal government operates under a council-manager form of government as established by Atherton Municipal Code. Under this form of government, the Council provides legislative direction, sets policy and monitors its execution by Town staff. The City Manager serves as the Town’s chief executive and administrative officer and is responsible for directing the day-to-day operations of the Town.
Except for the purpose of inquiry, the Council and its members shall deal with the administrative service of the Town solely through the City Manager and neither the Council nor any member
2 thereof shall give orders to any subordinate of the City Manager, either publicly or privately. A more formal procedure should be followed if Council needs staff support that requires more than thirty (30) minutes of a staff member's time. If a majority of the Council approves such a request, the City Manager will proceed with said request and report his/her findings back to the Council upon completion. The same procedure applies to Council requests of the City Attorney, except in instances involving personnel or sensitive issues.
The work of the Town is a team effort. Councilmembers, Commissions, Committees and staff shall work together in a collaborative process, assisting each other in conducting the affairs of the Town.
POLICY STATEMENT
The Atherton City Council has adopted this Code of Ethics to encourage public confidence in the integrity of local government and its fair and effective operation.
1. Act in the Public Interest
Recognizing that stewardship of the public interest must be their primary concern, Councilmembers shall work for the common good of the people of Atherton and not for any private or personal interest, and they will endeavor to treat all persons, claims and transactions in a fair and equitable manner.
2. Comply with the Law
Councilmembers shall comply with the laws of the nation, the State of California and the City in the performance of their public duties. These laws include, but are not limited to: the United States and California constitutions; the Atherton Municipal Code; laws pertaining to conflicts of interest, election campaigns, financial disclosures, employer responsibilities and open processes of government; and Town policies.
3. Conduct of Members
Councilmembers shall refrain from abusive conduct, personal charges or verbal attacks upon the character or motives of other members of the City Council, commissions, committees, ad-hoc committees, staff or the public. Differing viewpoints are healthy in the decision-making process.
Individuals have the right to disagree with ideas and opinions, but without being disagreeable.
Once the City Council, Commissions and Committees take action, members of the Council, Committee, Commission, and staff shall commit to supporting said action of the majority and not create barriers to the implementation of said action. Members of the City Council, Commissions, Committees and Staff shall not represent themselves as speaking on behalf of the Town and/or the City Council without prior approval of the City Council. The statements of previously approved City Council action may be made without additional City Council approval.
4. Respect for Process
Councilmember duties shall be performed in accordance with the processes and rules of procedures established by the City Council.
5. Conduct of Public Meetings
3 Councilmembers shall inform themselves of public issues, listen attentively to public discussions before the body and focus on the business at hand. The City Council, Commissions and Committees will distinguish between free speech and malicious innuendo or personal, insulting, slanderous attacks and will not tolerate verbal abuse of any Council members, Commissions or Committee members, or staff, either from the floor or from each other. It is the responsibility of the Chair, and, if necessary, all the members of the Council, Commissions and Committees, to enforce and maintain decorum at meetings. The Town does not tolerate hate speech, threats, or behaviors or speech that disrupt the meeting. For purposes of this section, disruptive behavior is behavior that “actually disrupts, disturbs, impedes, or renders infeasible the orderly conduct of the meeting,” including but not limited to, behavior that, (1) violates one of the governing body’s
6. Decisions Based on Merit
Council decisions shall be based upon the merits and substance of the matter at hand.
7. Communication
It is the responsibility of Councilmembers to publicly share substantive information that is relevant to a matter under consideration that they have received from sources outside of the public decision-making process with all other Councilmembers.
8. Coordination with City Staff
Appropriate City staff should be involved when Councilmembers meet with officials from other agencies and jurisdictions to ensure proper staff support as needed and to keep staff informed.
Councilmembers may coordinate the use of staff support through the City Manager.
9. Disclosure of Corruption
All City officials shall take an oath upon assuming office, pledging to uphold the constitution and laws of the City, the State and the Federal government.
10. Conflict of Interest
In order to assure their independence and impartiality on behalf of the public good, Councilmembers shall not use their official positions to influence government decisions in which they have a financial interest or where they have an organizational responsibility or a personal relationship that would present a conflict of interest under applicable State law.
In accordance with the law, members shall file written disclosures of their economic interest and if they have a conflict of interest regarding a particular decision, refrain from participating in that decision unless otherwise permitted by law.
11. Gifts and Favors
Councilmembers shall not take advantage of services or opportunities for personal gain by virtue of their public office that are not available to the public in general. They shall refrain from accepting gifts, favors or promises of future benefits that might compromise their independence of judgment or action or give the appearance of being compromised.
12. Confidential Information
4 Councilmembers shall respect and preserve the confidentiality of information provided to them concerning the confidential matters of the Town. They shall neither disclose confidential information without proper legal authorization nor use such information to advance their personal, financial or private interests.
13. Use of Public Resources
Public resources not available to the general public (e.g., City staff time, equipment, supplies or facilities) shall not be used by members of Council, Committees, and Commissions for private gain or personal purposes. Staff can be used by the City Council, Commissions and Committees as a valuable resource to provide routine information on ongoing projects and programs. Council members, Commissions and Committee members shall request information needed to supplement, upgrade or enhance their knowledge about Town projects and programs directly through the City Manager.
14. Representation of Private Interests
In keeping with their role as stewards of the public trust, Councilmembers shall not appear on behalf of the private interests of a third-party before the City Council or any commission or committee or proceeding of the City.
15. Advocacy
To the best of their ability, Councilmembers shall represent the official policies and positions of the City Council. When presenting their personal opinions or positions, members shall explicitly state that they do not represent the Council or the City.
16. Improper Influence
Councilmembers shall refrain from using their position to improperly influence the deliberations or decisions of Town staff, commissions or committees.
17. Policy Role of Members
Councilmembers shall respect and adhere to the Council-Manager structure of the Atherton City government as provided in State law and the Atherton Municipal Code.
18. Positive Work Environment
Councilmembers shall support the maintenance of a positive and constructive environment for residents and Town employees.
19. Implementation
Ethics standards shall be included in the regular orientations for City Council candidates.
Councilmembers entering office shall sign a statement affirming they read and understood the Town of Atherton’s City Council Code of Ethics.
20. Compliance and Enforcement
Councilmembers themselves have the primary responsibility to assure that ethical standards are understood and met and that the public can continue to have full confidence in the integrity of City government.
5
Item No. 7
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: NOVEMBER 15, 2023
SUBJECT: APPROVAL OF ADDITIONAL CHANGE ORDER AUTHORITY
ASSOCIATED WITH THE HOLBROOK-PALMER PARK ACCESS
AND CIRCULATION PROJECT, PROJECT NUMBER 56083
RECOMMENDATION
It is recommended that the Council appropriate $350,000 from the Holbrook-Palmer Park Parking Lot Repair project to the Holbrook-Palmer Park Access and Circulation project; and increase the City Manager’s change order authority for Holbrook-Palmer Park Access and Circulation Project, Project Number 556083 by $350,000
BACKGROUND
The City Council awarded a construction contract to Suarez & Muñoz of Hayward for the Holbrook-Palmer Park Access and Circulation Project, in the amount of $1,325,797. At the time of award, the Council authorized change order authority up to $130,000 for the project.
This project includes the following improvements:
New concrete sidewalks connecting the park interior to Watkins Avenue ADA ramps along Watkins Avenue at the entrance and exit and at the new pedestrian crossings in the park
Ornamental fence at the entrance and exit to the park to provide a safety railing for the new walkways that are adjacent to the channel along Watkins Avenue Removal of existing hardscaping
Installation of new pedestrian paths consisting of various materials including decomposed granite and decorative interlocking pavers.
Install pedestrian friendly raised crossings
Picnic area improvements and a more direct pathway connection to the new picnic area New planting and associated irrigation
Holbrook-Palmer Park Access and Ci
NOVEMBER 15, 2023
Installation of signs acknowledging the funding partnerships for the project (State of California and County of Santa Clara)
The City Council allocated 350,000 towards repairs to the Holbrook-Palmer Park Parking lot in the FY 2022-23 Capital Improvement Program budget and carried the funds forward in the FY2023-24 Capital Improvement Program budget.
ANALYSIS
During the course of construction, there were a few issues that were discovered and additional requests by the Town that are leading to change orders for the project. These changes and associated costs are listed below:
CCO# and Description Cost
CCO #1 – Fence Color Change $5,578
CCO #2 – Entry Drive Paving $37,427
CCO #3 – Dry Well Installation $5,337
CCO #4 – Catch Basin and Drain Line Modifications $7,390 CCO #5 – Electrical Conduits for Future EV Charging Stations $4,688 CCO #6 – Redwood Post Replacement at Entry $2,697
CCO #7 – Paver Bedding Change $3,500
Total $66,617
Several additional change orders are anticipated as we move to close out the project including the installation of additional pavers at pedestrian crossings, concrete curb extensions and modifications at the entry and exit driveways, and revisions to the pedestrian crossing at the Main House Parking lot, and other minor adjustments. It is anticipated that these items will utilize the remainder of the available contingency budget.
Though the overall project included some repaving work associated with the entry and exit driveways, complete repair and resurfacing of the driveways were not included. As we near completion of the project, we would like to address some additional paving needs along the exit driveway and drive aisle in the vicinity of the work as well as address the outstanding repair needs in the parking lots. Specifically, we would like to include the following additions to the project:
Repair and resurfacing of the remainder of the exit driveway Repair and resurfacing of the main access drive from the entry/exit drives to the rear parking lot
North Meadow parking lot - spot pavement repairs, crack sealing, seal coat and restriping Main House Parking Lot - pavement repairs, crack sealing, seal coat and restriping Adjustment of drainage inlet and repair of storm drain line in main house parking lot Rear Parking Lot - spot pavement repairs, crack sealing, seal coat and restriping – this item will be dependent on the final cost agreement with the contractor vs. available funds at the end of the project.
Holbrook-Palmer Park Access and Ci
NOVEMBER 15, 2023
Additional change order authorization is requested to complete these items with the current project.
The timing of the work will be weather dependent and coordinated with other ongoing and park activities.
FISCAL IMPACT
A total of $350,000 has been allocated in the Capital Improvement Program for parking lot repairs at Holbrook-Palmer Park. Reallocation of these funds to the Holbrook-Palmer Park Access and Circulation project are requested to add the various parking lot repair items to the current project.
GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:
Goal Area A – Maintain Fiscal Responsibility
Goal Area B – Preserve Small Town Character and Quality of Life Goal Area F – Be Forward-Thinking, Well-Managed, and Well-Planned
POLICY FOCUS
Council policy consideration should focus on timeliness and expediency of completing the parking lot repairs.
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. Holbrook-Palmer Park Parking Lot and Drive Aisle Photos
Holbrook-Palmer Park Access and Circulation Project
Parking Lot and Drive Aisle Photos
Drive Aisle near Playschool
Drive Aisle near Water Tower
Drive Aisle near Main House Parking Lot
Main House Parking Lot
Drive Aisle near North Meadow Parking Lot
North Meadow Parking Lot
Exit Driveway
Item No. 8
Town of Atherton
CITY COUNCIL STAFF REPORT – PUBLIC HEARINGS
TO: HONORABLE MAYOR AND CITY COUNCIL
GEORGE RODERICKS, CITY MANAGER
FROM: BRITTANY BENDIX, TOWN PLANNER
SALLY BENTZ, TOWN ARBORTIST
ROBERT OVADIA, PUBLIC WORKS DIRECTOR
DATE: NOVEMBER 15, 2023
SUBJECT: INTRODUCE AND CONSIDER AMENDMENTS TO ATHERTON
MUNICIPAL CODE CHAPTER 8.08 “DEAD OR DANGEROUS TREES”
AND CHAPTER 8.10 “REMOVAL OF AND DAMAGE TO HERITAGE
TREES,” AND AMENDMENTS TO THE “HERITAGE TREE
PRESERVATION STANDARDS AND SPECIFICATIONS”
RECOMMENDATION
Staff recommends that the City Council
1. Introduce and consider updates to Chapter 8.08 and Chapter 8.10 of the Atherton Municipal Code and updates to the Heritage Tree Preservation Standards and Specifications, related to tree removals associated with hazards in the public right-of-way.
2. Approve an update to the “Heritage Tree Preservation Standards and Specifications” document changing the arborist reporting requirements for construction sites from monthly to quarterly. regarding construction-site monthly arborist reporting to quarterly reporting.
3. Provide direction to the Town Arborist on the process for making future changes to the “Heritage Tree Preservation Standards and Specifications.”
BACKGROUND
Throughout this year there have been various discussions at the Planning Commission and City Council that have related to process improvements around the Town’s arborist services and tree protection policies. This includes processes and policies identified in the Atherton Municipal Code and the Town’s “Heritage Tree Preservation Standards and Specifications,” also referred to as “Guidelines.”
Sidewalk Repair Program
Heritage Tree Ordinance Update
November 15, 2023
On October 18, 2023, the City Council conducted a public hearing to review the sidewalk repair program and authorized a budget amendment of $182,000 to facilitate program implementation.
The sidewalk repair program requires Public Works staff to regularly inspect and mark uneven surfaces needed for repair in the public right of way. Staff will initiate a solicitation of bids for concrete replacement work, including bid items for removal and replacement of sidewalks, driveways, tree root cutting and curb and gutter replacement. However, many issues within the sidewalk area are related to trees and tree roots. Where sidewalks, curbs, gutters and streets are impacted by tree roots of heritage trees, it may be necessary to prune and/or remove large roots which may impact the health and integrity of the tree.
Per the “Guidelines,” a Street Heritage Tree “means any Heritage tree growing within the street right-of-way, outside of private property and adjacent to the applicant’s property. However, it is important to note that most trees in the right-of-way are the adjacent property owner’s maintenance responsibility per Atherton Municipal Code (AMC) Chapter 12.06. AMC Section 12.060.020 also states:
It is the intent of the encroachment regulations to preserve the rural nature of the town and to leave the lot frontage strip portion of the public right-of-way safe, clear of obstacles and impervious surfaces, for drainage, parking, access and other similar uses. It is the intent of this chapter to clarify that it is the responsibility of adjoining property owners to maintain such areas. (Ord. 503 § 1 (part), 1999) A portion of this report introduces revisions to the AMC and “Guidelines” that address tree issues associated with hazards in the public right of way; therefore, reconciling the AMC and the “Guidelines” with the Sidewalk Repair Program.
Arborist Tree Reporting Requirements
In June 2023, Planning staff received a written letter from resident and developer Carol Flaherty requesting that the Planning Commission revisit the monthly tree reporting policy required in the Town’s Heritage Tree Preservation Standards and Specifications document dated December 2019 (Revised January 2021). In the July 2023 meeting, the Planning commission provided feedback and verbal guidelines to the Town Arborist to craft amendments to the Specification document for hearing and adoption.
The request for this amendment is to allow for a reduced frequency of submittal of monthly arborist tree reports to a quarterly reporting schedule for all full site development sites. The quarterly reporting dates would be the 15th day of February, May, August, and November.
At the September 2023 Planning Commission meeting the Commissioners approved the amendments to the Town’s Heritage Tree Preservation Standards and Specifications dated December 2019 (revised January 2021), related to monthly tree reporting schedule. The Planning Commission also added a requirement that new construction starting after the quarterly reporting date would be required to submit a report within one month of the beginning of construction. For all projects that start construction after the 45th day of the quarter, the first report is to be provided on the next quarterly reporting date.
Future Amendments to the “Guidelines”
Heritage Tree Ordinance Update
November 15, 2023
The goal of this public hearing is to receive direction from the City Council regarding revisions to the AMC and “Guidelines.” However, the process by which the Town updates the “Guidelines” document is unclear. There is no requirement in the AMC or within the “Guidelines” themselves that require any changes to the “Guidelines” to receive approval from the Planning Commission or City Council. It is therefore understood by staff that the “Guidelines” can be amended at the administrative level and published publicly without formal action. Staff is seeking confirmation of this approach by Council.
ANALYSIS
Sidewalk Repair Program
The analysis section of this report outlines sections of the AMC and “Guidelines” that staff has identified related to trees in the public right-of-way and thereby subject to the Sidewalk Maintenance and Repair Program. Amendments to the existing ordinance language is illustrated through strikeout and new red text below and in Attachment 1. A clean copy of the AMC language is provided at Attachment 2.
Municipal Code Section 8.08
• Section 8.08.010 Responsibility of property owner
It shall be the responsibility of owners, tenants and occupants of property to discover the existence of dead or dangerous trees located on such property. Any owner, tenant or occupant of property in the town on which property there is a tree which appears to be dead, is liable to fall, is dangerous or, is an obstruction to public travel, or otherwise or constitutes a hazard or obstruction to public access or infrastructure, shall report in writing the existence of such hazard to the superintendent of streets and shall, within ten days after observation thereof, at his own expense, cut down and remove such tree. (Ord. 329 § 7 (part), 1974; Ord. 297 § 1, 1970)
• Section 8.08.020 Notice-Failure to remove
On receipt of such report or in the event such a tree is otherwise reported and its existence confirmed, the superintendent of streets shall issue a notice in writing to such owner, tenant or occupant directing him to prune, remove roots, cut down and or remove such tree. In the event such owner, tenant or occupant shall fail for twenty-one days after receipt of such notice to comply therewith, he shall be guilty of a misdemeanor for each day he shall thereafter fail to prune, remove roots, cut down or remove such tree, provided that in the event of filing by such owner of objection as provided for by Section 22062 of the Streets and Highways Code of the state, a hearing shall be held by the city council at its next meeting, and such owner, tenant or occupant shall be guilty of an infraction for each day he shall fail thereafter to cut down or remove such tree following the twenty-first day after receipt of notice of approval by the city council of the removal of such tree. Any person convicted of such misdemeanor shall be punished by a fine of not to exceed two hundred fifty dollars for each day of commission thereof. (Ord. 387 § 8 (part), 1981; Ord. 329 § 7 (part), 1974; Ord. 297 § 2, 1970)
Municipal Code Section 8.10
• Section 8.10.020 Definitions
“Dead or dangerous” tree means dead or dying trees, dead parts of live trees, or unstable live trees (due to structural defects or other factors) that are within striking distance of
Heritage Tree Ordinance Update
November 15, 2023
people or property, or constitutes a hazard or obstruction to public access or infrastructure, as determined by the town arborist.
Amendments to the existing “Guidelines” that relate to the Sidewalk Maintenance and Repair Program are illustrated through strikeout and new red text below and in Attachment 3. A clean copy of the “Guidelines” language is provided at Attachment 4.
Heritage Tree Preservation Standards and Specifications • Dead or Dangerous Tree - means dead or dying trees, dead parts of live trees, or unstable live trees (due to structural defects or other factors) that are within striking distance of people or property, or constitutes a hazard or obstruction to public access or infrastructure, as determined by the town arborist.
Arborist Tree Reporting Requirements
The Town’s existing “Guidelines,” which is implemented through AMC Section 8.10.010(D), provides policies and direction on how to implement the programs identified in AMC Chapter 8.10 – Removal and Damage to Heritage Trees. The Town has received concerns that the monthly tree reporting schedule required for full site developments is very expensive for the applicant. This is attributed to the monthly tree protection requirement that a certified arborist must visit the site to ensure adequate protection measures are retained during the entire length of the development process. This process results in a very high cost to the developer and is more time-consuming for the Atherton Town Arborist. The amendment requested to the “Guidelines” is to reduce the frequency of tree reports submitted to the Town Arborist from monthly to quarterly. This change maintains the ability of the Town Arborist to ensure compliance with the Tree Protection zones while lowering costs incurred on the development.
The Town Arborist has limited capacity to be at each full-site development to ensure the right tree protection measures are in place during the development timeline. On average there are 100 sites of full site development in the town. It is upon the private arborist who is more familiar with the project to report for the site status to the Town. It is recommended that the private arborist still visit the site on a regular basis, however a report would only be required quarterly.
See Attachment 3 for new language that has been added to the “Guidelines.” A clean copy of the “Guidelines” is provided in Attachment 4.
Future Amendments to the “Guidelines”
As described above, the “Guidelines” is a supplemental document to the AMC that provides more information on heritage tree standards and regulations. Most of the text in the “Guidelines” is distinct from AMC Chapter 8, with the exception of the definition section in 8.10, which is generally the same despite some minor variations in text.
Staff recommends that the Council acknowledge that the “Guidelines” are a supplemental document to AMC Chapter 8 and that staff should be able to adopt edits to the “Guidelines” ministerially. However, this is not how the “Guidelines” have been amended up until this point, returning to the Council for each change, although that direction is not identified in either the AMC or the “Guidelines.” Because this is a procedural change from past practices, staff is calling this desired shift to the Council’s attention for discussion and confirmation.
Heritage Tree Ordinance Update
November 15, 2023
ENVIRONMENTAL CONSIDERATIONS
The proposed Ordinance is exempt from environmental review under the California Environmental Quality Act, Public Resource’s Code section 21000 et seq. (“CEQA”) pursuant to CEQA Guidelines Section 15061(b)(3) as it can be seen with certainty that the project has no potential for causing a significant effect on the environment.
POLICY FOCUS
The Municipal Code and Heritage Tree Preservation Standards and Specifications amendments considered the balance between protecting heritage trees in Town, protecting the rights of private property owners, and were found to not be overly restrictive. The amendments were found to be consistent with related General Plan goals and policies.
FISCAL IMPACT
The cost associated with the preparation of the Municipal Code and Heritage Tree Preservation Standards and Specification amendments are included within the annual Planning Department budget. The cost to implement the Standard will be paid for by the applicants for development projects. Additional support services for the Town Arborist in the enforcement and implementation of the Standard amendments will result; the cost of which would be evaluated by staff and would be paid for the applicants for each applicable development project.
GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:
• Goal B – Preserve Small Town Character and Quality of Life • Goal F – Be a Forward-Thinking, Well-Managed, Well-Planned City
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. The Town maintains an active and up to date Project Website at http://caatherton.civicplus.com/index.aspx?NID=290.
COMMISSION/COMMITTEE FEEDBACK/REFERRAL
The recommended amendments to Code Chapter 8.08, Code Chapter 8.10, and the Guidelines, related to trees in the right of way have not been before a Town Committee or Commission.
The recommended amendments to the Guidelines related to the Monthly Arborist Tree Report has been before the Planning Commission.
Heritage Tree Ordinance Update
November 15, 2023
ATTACHMENTS
1. Draft Ordinance with AMC changes – in red
2. Draft Ordinance with AMC changes – clean text
3. “Guidelines” with changes – in red
4. “Guidelines” with changes – clean text
Attachment 1
Ordinance ______ Page 1 of 4 Date
DRAFT ORDINANCE _____
AN ORDINANCE OF THE CITY COUNCIL OF THE TOWN OF ATHERTON TO AMEND CHAPTERS 8.08 AND 8.10 OF THE ATHERTON MUNCIPAL CODE
CLARIFYING MAINTENANCE RESPONSIBILITIES ON OWNERS OF PROPERTY
ADJACENT TO PUBLIC RIGHTS OF WAY RELATED TO TREES
WHEREAS, the Town of Atherton ("Town") wishes to protect the public peace, safety, welfare, and tranquility of its residents, and; WHEREAS, the Town wishes to encourage the maintenance of well-kept properties. The Town recognizes that property values and the general welfare of the community are founded in large part on the appearance, maintenance and safety of properties, and;
WHEREAS, owners of property adjacent to public sidewalks and rights-of-way are usually in the best position to quickly identify and address potentially dangerous conditions that might occur on them, and;
WHEREAS, pursuant to Section 5610 of the Streets and Highways Code, the owners of property adjacent to public sidewalks owe a duty to the Town to maintain such sidewalks in such condition that the sidewalk will not endanger persons or property or interfere with the public convenience in its use, and;
WHEREAS, the Town is empowered through its police powers to impose maintenance obligations on property owners for their property, as well as abutting rightsof-way. Those property owners are best positioned to address and to also notify the Town of dangerous conditions of property that they abut, and; WHEREAS, imposing liability on owners of property adjacent to public sidewalks and rights of way incentivizes those property owners to regularly inspect and maintain their adjacent public sidewalks and landscaping and;
WHEREAS, this Ordinance clarifies the maintenance responsibilities of adjacent property owners, and makes them liable for personal injuries or property damage that result from the property owner's failure to maintain the adjacent sidewalk, or adjacent landscaping, and;
WHEREAS, the City Council hereby finds that this Ordinance is not subject to review under the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines sections 15060, subdivision (c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15061, subdivision (b)(3) (there is no possibility the activity in question may have a significant effect on the environment).
Attachment 1
Ordinance ______ Page 2 of 4 Date
NOW, THEREFORE, the City Council of the Town of Atherton incorporates the findings in the recitals above and adopts them as though fully set forth herein and does hereby ordain as follows:
Section 1. PURPOSE & AUTHORITY
The purpose of this ordinance is to clarify the sidewalk maintenance responsibilities of adjacent property owners and hold them liable to members of the public for injuries or property damage that result from the property owner's failure to maintain the adjacent sidewalk as required in this Chapter. The authority is derived from the State Constitution and Streets and Highways Code Chapter 22 of Division 7, Part 3.
Section 2. AMENDMENTS TO ATHERTON MUNICIPAL CODE CHAPTER 8.08 Chapter 8.08 is hereby amended to read:
8.08.010 Responsibility of property owner.
It shall be the responsibility of owners, tenants and occupants of property to discover the existence of dead or dangerous trees located on such property. Any owner, tenant or occupant of property in the town on which property there is a tree which appears to be dead, is liable to fall, is dangerous or, is an obstruction to public travel, or otherwise or constitutes a hazard or obstruction to public access or infrastructure, shall report in writing the existence of such hazard to the superintendent of streets and shall, within ten days after observation thereof, at his own expense, cut down and remove such tree. (Ord. 329 § 7 (part), 1974; Ord. 297 § 1, 1970)
8.08.020 Notice—Failure to remove.
On receipt of such report or in the event such a tree is otherwise reported and its existence confirmed, the superintendent of streets shall issue a notice in writing to such owner, tenant or occupant directing him to prune, remove roots, cut down and or remove such tree. In the event such owner, tenant or occupant shall fail for twenty-one days after receipt of such notice to comply therewith, he shall be guilty of a misdemeanor for each day he shall thereafter fail to prune, remove roots, cut down or remove such tree, provided that in the event of filing by such owner of objection as provided for by Section 22062 of the Streets and Highways Code of the state, a hearing shall be held by the city council at its next meeting, and such owner, tenant or occupant shall be guilty of an infraction for each day he shall fail thereafter to cut down or remove such tree following the twenty-first day after receipt of notice of approval by the city council of the removal of such tree. Any person convicted of such misdemeanor shall be punished by a fine of not to exceed two hundred fifty dollars for each day of commission thereof. (Ord. 387 § 8 (part), 1981; Ord. 329 § 7 (part), 1974; Ord. 297 § 2, 1970)
8.08.030 Enforcement.
The superintendent of streets shall have such powers as are necessary for the proper enforcement of this chapter, including such powers as are granted by Sections 22000 through 22062 of the California Streets and Highways Code. (Ord. 329 § 7 (part), 1974; Ord. 297 § 3, 1970)
Attachment 1
Ordinance ______ Page 3 of 4 Date
Section 3. AMENDMENTS TO ATHERTON MUNICIPAL CODE CHAPTER 8.10 Chapter 8.10 is hereby amended to the definition of “Dead or dangerous tree” to read as follows:
“Dead or dangerous” tree means dead or dying trees, dead parts of live trees, or unstable live trees (due to structural defects or other factors) that are within striking distance of people or property, or constitutes a hazard or obstruction to public access or infrastructure, as determined by the town arborist.
Section 4. SEVERABILITY
If any section, subsection, sentence, clause, phrase, or portion of this Ordinance is for any reason held to be unconstitutional or otherwise invalid by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council of the Town of Atherton hereby declares that it would have adopted the remainder of this chapter and ordinance, including each section, subsection, sentence, clause, phrase or portion irrespective of the invalidity of any other article, section, subsection, sentence, clause, phrase or portion. To the extent that prior Town ordinances governed any portion of this Ordinance held invalid, such prior Town ordinances shall again become effective if any portion of this Ordinance is held invalid.
Section 5: EFFECTIVE DATE
This Ordinance shall be posted in at least three public places according to law and shall take effect and be in force from and after 30 days after its passage and adoption.
Town of Atherton, a municipal corporation
MAYOR: __________________________________
BILL WIDMER
ATTEST: __________________________________
ANTHONY SUBER, CITY CLERK
APPROVED AS TO FORM: __________________________________
ANDREAS BOOHER, CITY ATTORNEY
Attachment 1
Ordinance ______ Page 4 of 4 Date
STATE OF CALIFORNIA
COUNTY OF SAN MATEO SS:
TOWN OF ATHERTON
I, Anthony Suber, City Clerk of the Town of Atherton, do hereby certify that the foregoing Ordinance had its first reading and was introduced during the public meeting of the City Council on the __th day of _________, and had its second reading and was adopted and passed during the public meeting of the City Council on the ____st day of _______, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST: __________________________
ANTHONY SUBER
City Clerk
Attachment 1
Ordinance ______ Page 1 of 4 Date
DRAFT ORDINANCE _____
AN ORDINANCE OF THE CITY COUNCIL OF THE TOWN OF ATHERTON TO AMEND CHAPTERS 8.08 AND 8.10 OF THE ATHERTON MUNCIPAL CODE
CLARIFYING MAINTENANCE RESPONSIBILITIES ON OWNERS OF PROPERTY
ADJACENT TO PUBLIC RIGHTS OF WAY RELATED TO TREES
WHEREAS, the Town of Atherton ("Town") wishes to protect the public peace, safety, welfare, and tranquility of its residents, and; WHEREAS, the Town wishes to encourage the maintenance of well-kept properties. The Town recognizes that property values and the general welfare of the community are founded in large part on the appearance, maintenance and safety of properties, and;
WHEREAS, owners of property adjacent to public sidewalks and rights-of-way are usually in the best position to quickly identify and address potentially dangerous conditions that might occur on them, and;
WHEREAS, pursuant to Section 5610 of the Streets and Highways Code, the owners of property adjacent to public sidewalks owe a duty to the Town to maintain such sidewalks in such condition that the sidewalk will not endanger persons or property or interfere with the public convenience in its use, and;
WHEREAS, the Town is empowered through its police powers to impose maintenance obligations on property owners for their property, as well as abutting rightsof-way. Those property owners are best positioned to address and to also notify the Town of dangerous conditions of property that they abut, and; WHEREAS, imposing liability on owners of property adjacent to public sidewalks and rights of way incentivizes those property owners to regularly inspect and maintain their adjacent public sidewalks and landscaping and;
WHEREAS, this Ordinance clarifies the maintenance responsibilities of adjacent property owners, and makes them liable for personal injuries or property damage that result from the property owner's failure to maintain the adjacent sidewalk, or adjacent landscaping, and;
WHEREAS, the City Council hereby finds that this Ordinance is not subject to review under the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines sections 15060, subdivision (c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15061, subdivision (b)(3) (there is no possibility the activity in question may have a significant effect on the environment).
Attachment 1
Ordinance ______ Page 2 of 4 Date
NOW, THEREFORE, the City Council of the Town of Atherton incorporates the findings in the recitals above and adopts them as though fully set forth herein and does hereby ordain as follows:
Section 1. PURPOSE & AUTHORITY
The purpose of this ordinance is to clarify the sidewalk maintenance responsibilities of adjacent property owners and hold them liable to members of the public for injuries or property damage that result from the property owner's failure to maintain the adjacent sidewalk as required in this Chapter. The authority is derived from the State Constitution and Streets and Highways Code Chapter 22 of Division 7, Part 3.
Section 2. AMENDMENTS TO ATHERTON MUNICIPAL CODE CHAPTER 8.08 Chapter 8.08 is hereby amended to read:
8.08.010 Responsibility of property owner.
It shall be the responsibility of owners, tenants and occupants of property to discover the existence of dead or dangerous trees located on such property. Any owner, tenant or occupant of property in the town on which property there is a tree which appears to be dead, is liable to fall, is dangerous, is an obstruction to public travel, or otherwise or constitutes a hazard or obstruction to public access or infrastructure, shall report in writing the existence of such hazard to the superintendent of streets and shall, within ten days after observation thereof, at his own expense, cut down and remove such tree. (Ord. 329 § 7 (part), 1974; Ord. 297 § 1, 1970)
8.08.020 Notice—Failure to remove.
On receipt of such report or in the event such a tree is otherwise reported and its existence confirmed, the superintendent of streets shall issue a notice in writing to such owner, tenant or occupant directing him to prune, remove roots, cut down or remove such tree.
In the event such owner, tenant or occupant shall fail for twenty-one days after receipt of such notice to comply therewith, he shall be guilty of a misdemeanor for each day he shall thereafter fail to prune, remove roots, cut down or remove such tree, provided that in the event of filing by such owner of objection as provided for by Section 22062 of the Streets and Highways Code of the state, a hearing shall be held by the city council at its next meeting, and such owner, tenant or occupant shall be guilty of an infraction for each day he shall fail thereafter to cut down or remove such tree following the twenty-first day after receipt of notice of approval by the city council of the removal of such tree. Any person convicted of such misdemeanor shall be punished by a fine of not to exceed two hundred fifty dollars for each day of commission thereof. (Ord. 387 § 8 (part), 1981; Ord. 329 § 7 (part), 1974; Ord. 297 § 2, 1970)
8.08.030 Enforcement.
The superintendent of streets shall have such powers as are necessary for the proper enforcement of this chapter, including such powers as are granted by Sections 22000 through 22062 of the California Streets and Highways Code. (Ord. 329 § 7 (part), 1974; Ord. 297 § 3, 1970)
Attachment 1
Ordinance ______ Page 3 of 4 Date
Section 3. AMENDMENTS TO ATHERTON MUNICIPAL CODE CHAPTER 8.10 Chapter 8.10 is hereby amended to the definition of “Dead or dangerous tree” to read as follows:
“Dead or dangerous” tree means dead or dying trees, dead parts of live trees, unstable live trees (due to structural defects or other factors) that are within striking distance of people or property, or constitutes a hazard or obstruction to public access or infrastructure, as determined by the town arborist.
Section 4. SEVERABILITY
If any section, subsection, sentence, clause, phrase, or portion of this Ordinance is for any reason held to be unconstitutional or otherwise invalid by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council of the Town of Atherton hereby declares that it would have adopted the remainder of this chapter and ordinance, including each section, subsection, sentence, clause, phrase or portion irrespective of the invalidity of any other article, section, subsection, sentence, clause, phrase or portion. To the extent that prior Town ordinances governed any portion of this Ordinance held invalid, such prior Town ordinances shall again become effective if any portion of this Ordinance is held invalid.
Section 5: EFFECTIVE DATE
This Ordinance shall be posted in at least three public places according to law and shall take effect and be in force from and after 30 days after its passage and adoption.
Town of Atherton, a municipal corporation
MAYOR: __________________________________
BILL WIDMER
ATTEST: __________________________________
ANTHONY SUBER, CITY CLERK
APPROVED AS TO FORM: __________________________________
ANDREAS BOOHER, CITY ATTORNEY
Attachment 1
Ordinance ______ Page 4 of 4 Date
STATE OF CALIFORNIA
COUNTY OF SAN MATEO SS:
TOWN OF ATHERTON
I, Anthony Suber, City Clerk of the Town of Atherton, do hereby certify that the foregoing Ordinance had its first reading and was introduced during the public meeting of the City Council on the __th day of _________, and had its second reading and was adopted and passed during the public meeting of the City Council on the ____st day of _______, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST: __________________________
ANTHONY SUBER
City Clerk
TOWN OF ATHERTON
Heritage Tree Preservation
Standards and Specifications
December 2019
Rev January 20212021
Rev 2023
1
2 TOWN OF ATHERTON
HERITAGE TREE PRESERVATION
STANDARDS AND SPECIFICATIONS
SECTION 1.00 DEFINITIONS
For the purpose and interpretation of the standards and specifications, the following definitions shall apply:
1.1 Appraised Value - means the value of a heritage tree as determined by the Town Arborist using the most recent edition of the Guide for Plant Appraisal, published by the Council of Tree and Landscape Appraisers.
1.2 Building Official - means the Director of Building and Planning or the Director's designee.
1.3 Certified Arborist – means an individual possessing a current International Society of Arboriculture arborist certification.
1.4 Cutting means the detaching or separating from a protected tree any substantial limb, branch, or root.
1.5 Dead or Dangerous Tree - means dead or dying trees, dead parts of live trees, or unstable live trees (due to structural defects or other factors) that are within striking distance of people or property, or constitutes a hazard or obstruction to public access or infrastructure, as determined by the Town Arborist.
1.6 Development Project - means any construction activity that requires a Demolition, Grading, Drainage, Building Permit or Landscape Permit.
1.7 Diameter at Breast Height – measurement of truck diameter taken at 4.5 feet (or 54 inches) above the Natural Grade. The diameter may be calculated by using the following formula: DBH = circumference at 4.5 feet ÷ 3.142.
1.8 Disfavored tree - means any of the following species:
1. Acacia baileyana—Bailey Acacia
2. Acacia decurrens—Green Wattle
3. Acacia melanoxylon—Black Acacia
4. Ailanthus altissima—Tree of Heaven
3 5. Albizia julibrissin – Mimosa
6. Any species of Eucalyptus
7. Pinus radiata—Monterey Pine
It is strongly recommended that these trees not be planted in the Town of Atherton.
1.9 Disturbance and/or Damage - refers to demolition, construction, sub terrain grading activities, landscaping improvements, other development activities and/or any other action, as determined by the Building Official or Town Arborist, which may cause damage to the health of a Heritage tree , including any Heritage Tree within 15 feet of the property line. Examples include, but are not limited to, Excessive Pruning, topping, Cutting, girdling, poisoning, over-watering, unauthorized relocation or transportation of a Heritage tree, Trenching, excavating, altering the grade, compaction or paving near the tree, and screwing anything into the Heritage tree (for example, but not limited to, installing tree houses, etc.).
1.10 Dripline - means the outermost circumference of the Heritage tree’s canopy, from which water drips to the ground. When depicted on a map, the Dripline will appear as an irregularly shaped circle that follows the contour of the Heritage tree’s branches as seen from overhead.
1.11 Excessive Pruning – is considered Disturbance and/or Damage to the Heritage tree and is prohibited unless approval is granted by the Town Arborist prior to initiating the work.
The percentage and distribution of foliage to be removed shall be adjusted according to the plant’s species, age, health, and site. Topping and lion’s tailing shall be considered prohibited pruning practices for Heritage trees. ANSI A300 (Part 1)-2017 is required to be followed.
1. Lion’s tailing - The removal of interior lateral branches that results in a concentration of growth at the branch ends shall be considered an unacceptable practice.
2. Topping- Is the reduction of tree size by cutting to stubs without regard for long-term tree health or structural integrity.
1.12 Heritage tree means:
1. A tree meeting any of the following conditions:
a. An oak tree (Quercus lobata, Quercus agrifolia or Quercus douglasii) located anywhere on a lot, that has a minimum trunk circumference of forty-eight (48) inches or diameter of fifteen and two-tenths (15.2) inches, as measured at fifty-four (54) inches above the Natural Grade.
4 b. A tree located outside the Main Buildable Area, that has a minimum trunk circumference of forty-eight (48) inches or diameter of fifteen and two-tenths (15.2) inches, as measured at fifty-four (54) inches above the Natural Grade. c. A split trunk or low-branching tree located outside the Main Buildable Area, that has a minimum trunk circumference of forty-eight (48) inches or diameter of fifteen and two-tenths (15.2) inches, as measured at fifty-four (54) inches above the Natural Grade. If the trunk branches or splits below this point, the smallest circumference or diameter below the lowest branch shall be measured.
d. A multi-stemmed tree located outside the Main Buildable Area, that has a total trunk circumference of forty-eight (48) inches or total diameter of fifteen and two-tenths (15.2) inches when calculated as follows: considering at all the branches at fifty-four (54) inches above Natural Grade, add the measurement of the largest branch to onehalf the measurement of each additional branch. Reference the Guide for Plant Appraisal authored by representatives to the Council of Tree and Landscape Appraisers.
5 2. A tree so designated by the City Council, based upon findings that the particular tree is unique and of importance to the public due to its unusual age, appearance, location or other factors.
3. A tree that has been removed without a permit that cannot be measured pursuant to subsection (1), above, will be presumed to have been a Heritage tree if it meets any of the following criteria:
a. the tree has a stump of at least seventeen and three-quarters inches (17 ¾”) in diameter as measured at the Natural Grade.
b. the tree is a native oak with a minimum of 75 years of age.
6 c. the tree is any other species of tree with a minimum of 45 years of age, unless otherwise specified in this Section.
d. the tree is a redwood with a minimum age of 30 years of age. e. In the absence of remaining physical evidence, photographs and other circumstantial evidence of characteristics, including but not limited to height, canopy dimensions, and similar trees in the immediate area may be used to create a presumption that the tree was a Heritage tree.
Notwithstanding the foregoing, anyone may rebut this presumption by providing substantial evidence to the contrary to the satisfaction of the Town Arborist.
4.Exemptions: The trees listed below shall not be classified as Heritage trees, regardless of their size or age, nor shall they be used for replacement plantings:
a. Acacia baileyana—Bailey Acacia
b. Acacia decurrens—Green Wattle
c. Acacia melanoxylon—Black Acacia
d. Ailanthus altissima—Tree of Heaven
e. Albizia julibrissin – Mimosa
f. Eucalyptus—any species
1.13 Injury - means bruising, scarring, tearing or breaking of roots, bark, trunk, branches or foliage, the application of herbicide or poisoning, natural issues such as weather, insects and animals, or any other action that is likely to cause the death of or Irreparable Damage to a Heritage tree.
1.14 Irreparable Damage - means any action undertaken by a Person, as defined by the Atherton Municipal Code, foreseeably leading to the death or permanent Injury of the tree, or which places the tree in a hazardous condition or an irreversible state of decline within one year from when action was taken. The includes, but is not limited to, Cutting, topping, girdling, poisoning, Trenching or excavating within the Tree Protection Zone (TPZ) zone, altering the grade, paving in excess of fifty percent (50%) of the Dripline, excessive watering of oak trees, and Excessive Pruning.
1.15 Main Buildable Area - is the area defined by applicable setbacks in which primary development is allowed under the Atherton Municipal Code.
7 1.16 Mechanical Injury - means a noninfectious Injury which often leads to poor growth, a damaged appearance or death to the Heritage tree. Common causes of Mechanical Injury are landscape maintenance equipment, staking damage, and vehicles.
1.17 Monthly Quarterly Inspection Report - means a monthly Quarterly written report prepared by the Project Arborist as detailed in Section 2.2.
1.18 Natural Grade- is the grade, as determined by the Town Arborist, unaffected by construction techniques such as fill, landscaping, or a berm.
1.19 Person - means anyone having a property interest in a Heritage tree. Property owners are liable under this Chapter for all violations, whether they were done directly by the property owner or someone acting on their property with or without specific authorization, including but not limited to contractors, gardeners, and maintenance persons; provided, however, it shall not include Persons acting under a right of easement without the direction of the property owner (e.g., PG&E).
1.20 Project Arborist - means a private Certified Arborist retained by the property owner for the purpose of overseeing on-site activity involving the welfare of the Heritage trees to be retained.
1.21 Protective Heritage Tree Fencing - means a temporary enclosure erected around a Heritage tree to be protected at the boundary of the Tree Protection Zone as defined by Atherton Municipal Code and Section 1.31 of this document. The fence serves three primary functions: 1) to keep the foliage, crown, branch structure and trunk clear from direct contact and damage by equipment, materials or disturbances; 2) to preserve roots and soil in an intact and non-compacted state; and 3) to identify the Tree Protection Zone in which no soil disturbance is permitted and activities are restricted. (See detail, Appendix I).
1.22 Pruning – The selective removal of plant parts to meet the specific goals and objectives of ANSI A300 (Part 1).
1.23 Root Buffer - means a temporary layer of material to protect the soil texture and roots. The buffer shall consist of (i) a base course of tree chips spread over the root area, keeping one foot clear of the trunk clear, to a 4”- 6” depth, (ii) a base course of 3/4-inch quarry gravel which shall cover the tree chips and (iii) a ¾” plywood board covering the gravel and on the surface.
1.24 Soil Compaction - means the compression of soil particles that may result from the movement or parking of heavy machinery and trucks, storage of construction materials, structures, paving, etc. within the Tree Protection Zone (TPZ).
8 1.25 Soil Fracturing - means the loosening of hard or compacted soil around a Heritage tree by means of a pneumatic soil probe that allows sudden bursts of air to crack, loosen or expand the soil to improve the root growing environment.
1.26 Street Heritage Tree - means any Heritage tree growing within the street right-of-way, outside of private property and adjacent to the applicant’s property. Please note that most trees in the Right of Way are the adjacent property owner’s maintenance responsibility per Atherton Municipal Code Chapter 12.06.
1.27 Town Arborist – An arbor culturist, is a professional in the practice of arboriculture who works for the Town and is the person designated as such by the Building Official or Director of Public Works.
1.28 Tree Protection and Preservation Plan – Prepared by a Certified Arborist and required for all Development Projects, including any site improvements at grade or sub terrain, and shall include the following minimum information for Heritage trees; A. Site Plan
A set of drawings (e.g. preliminary drawings, grading, demolition, building, utilities, landscape, irrigation, tree survey, etc.) that show existing site conditions and proposed landscape improvements, including trees to be removed, relocated or to be retained. Site plans shall include the following minimum information that may impact Heritage trees:
1. The site plan shall be scaled at 1” = 10’ or 1” = 20’ as necessary to clearly detail Heritage tree protection requirements, depending on the scope and complexity of the project and include all existing and proposed buildings and structures.
2. Include the Tree Protection Zone (TPZ), as defined in Section 1.31, measurement on the plans, which identifies the area to protect the Heritage trees and roots from disturbance and mulch to be applied within the TPZ.
3. Surveyed location, species, size/trunk diameter, Dripline area of existing Heritage trees (including Heritage trees located on neighboring property that overhang the project site) and street Heritage trees within 30-feet of the project site within the public right-of-way. Show Heritage trees on neighboring properties that are within 15’ of the property line.
a. For any development site plan which includes Heritage trees on neighboring properties within 15 feet of the property line, the project applicant shall provide a courtesy notice via certified U.S. mail of the proposed development to the property owner as per the last known name and address of such owner(s) as shown upon the current tax assessor’s records and shall provide the verification of such notice to the Town as part of the required Tree Protection and Preservation Plan.
9 4. Paving, concrete, excavation, Trenching, irrigation lines and/or grade change located within the Tree Protection Zone (TPZ), as defined in Section 1.31.
5. All proposed and existing hardscape, including but not limited to, driveways, slabs, walkways, etc. Identify proposed materials, impervious and semi-impervious surfaces.
6. Existing and proposed utility pathways with detail on the location, depth and materials for all proposed underground utilities, including, but not limited to, sewer, water, electrical, water retention tanks, etc.
7. The location of any areas where hand digging is proposed. Significant root Cutting (over 2") will require a letter from the Project Arborist which will include mitigation measures. The Town Arborist shall review any and all proposed hand digging, significant root Cutting and mitigation measures within required tree protection areas and plan approval is required prior to starting such work.
8. Surface and subsurface drainage and aeration systems to be used.
9. Walls, tree wells, retaining walls and grade change barriers, both temporary and permanent. Landscaping, irrigation and lighting within the TPZ of all Heritage trees.
Show Landscape Screening in accordance with the Atherton Municipal Code, a minimum 3X away from all Heritage trees.
10. All of the final approved site plan sheets shall reference tree protection instructions.
11. OSHA Cuts (Occupational Safety and Health administration). OSHA Cut (means a method of protecting employees from cave-ins by excavating to form sides of an excavation that are inclined away from the excavation so as to prevent cave-ins. The angle of incline required to prevent a cave-in varies with differences in such factors as the soil type, environmental conditions of exposure, and application of surcharge loads).
B. Written Inventory
A written inventory is required for all Heritage trees on the site and within 15 feet of a property line, associated with the demolition, grading and drainage and building permits and at the Town Arborist’s or Building Official’s discretion.
A Project Arborist letter report shall include:
1. A written narrative from an ISA Certified Arborist report.
2. Arborist Name, Certification # and company letterhead.
The letter report shall include the following for each Heritage tree, including any Heritage trees on neighboring properties within 15 feet of the shared property line:
10 1. Species (common and scientific name).
2. Size (diameter, height and crown spread).
3. Tree Protection Zone (TPZ) zone.
4. Condition (foliage, vigor, structural integrity, fair, good, etc.)
5. Prognosis (dangerous, imminent hazard, property damage). The Hazard Evaluation Form may be used to rate a dangerous condition. Life expectancy Location diagram (and photograph, if desired).
C. Photo Inventory
Prior to any site demolition, the applicant shall provide colored photographs all of existing Heritage trees on-site, within the public right-of-way adjacent to the property and on adjacent property within fifteen feet of the property demolition. These photographs can be integrated into the written inventory.
D. Appraisal
See Sections 1.29 “Tree Appraisal” and 1.1 and “Appraised Value”.
E. Grading & Drainage submittal:
Arborist Report/ Heritage Tree Removals / Arborist Letter, shall include but not be limited to:
1. Showing any impact to Heritage trees as a result of either grading or the installation of the proposed drainage system.
2. Recommend Heritage tree protection and which drainage and utility lines require hand digging.
3. Submit a report by a Certified Arborist that the removal of the Heritage trees indicated on the Plans is in compliance with Town regulations. The Town’s Arborist will need to review the proposed removal of any Heritage tree.
4. At the beginning of the job, prior to permit issuance, provide a letter signed by the Project Arborist who produced the Arborist Report attesting that they have reviewed the plans and the project is designed in accordance with their recommendations and the project plans are designed in accordance with their recommendations and is accordance with the Town’s Heritage Tree Ordinance and Standards documents to protect Heritage trees.
1.29 Tree Appraisal - means a method of determining the monetary value of a Heritage tree (herein “Appraised Value”), using its pre-existing condition if it has been Removed or
11 Damaged. A Project Arborist shall determine the Appraised Value as part of the required Tree Protection and Preservation Plan.
1.30 Tree Preservation Area - means the area outside the Buildable Area of the lot.
1.31 Tree Protection Zone, (TPZ) - means, unless otherwise specified by a Project Arborist or Town Arborist, is the designated protection area sufficiently large enough to protect a Heritage tree and its roots from Disturbance and/or Damage as defined in Section
8.10.020(I) of the Atherton Municipal Code. The TPZ shall be determined and shall meet all provisions as described in Section 2.2.
1.32 Trenching - means any excavation to provide irrigation, install foundations, utility lines, services, pipe, drainage or other property improvements below grade.
1.33 Verification of Tree Protection - means the Project Arborist shall verify, in writing, that all pre-construction requirements have been met.
1.34 Vertical Mulching - means auguring, hydraulic or air excavation of vertical holes within a Heritage tree's root zone to loosen and aerate the soil, typically to mitigate Soil Compaction.
SECTION 2.00 PROTECTION OF HERITAGE TREES DURING
CONSTRUCTION
The objective of this section is to reduce the negative impacts of construction on Heritage trees.
The tree protection regulations are for each Development Project to ensure the appropriate practices will be implemented in the field to eliminate or mitigate undesirable consequences that may result from construction activities associated with a Development Project as defined in Section 1.6.
Typical negative impacts that occur during construction may include:
• Mechanical Injury to roots, trunk or branches.
• Compaction of soil, which degrades the functioning roots, inhibits the development of new roots and restricts drainage.
• Changes in existing grade which can cut or suffocate roots. • Alteration of the water table - either raising or lowering. • Sterile soil conditions associated with stripping off topsoil. • Trenching for utilities and irrigation.
SECTION 2.01 HERITAGE TREE PROTECTION AND PRESERVATION
PLAN
12 Prior to commencement of a Development Project, a property owner shall have prepared a Tree Protection and Preservation Plan as defined in Section 1.28 as part of the building permit submittal.
The Tree Protection and Preservation Plan shall be prepared by a Certified Arborist with detail as specified by the Tree Preservation Standards and Specifications.
2.1 Pre-Construction Requirements
The following five components shall be incorporated within the Tree Protection and Preservation Plan prior to grading, demolition or building permit issuance:
A. Site Plan
See Section 1.28 Tree Protection and Preservation Plan.
B. Tree Protection Disclosure Statement
A statement signed by the owner of the property and permit applicant, on a form provided by the Town, acknowledging the existence of Heritage trees on the property and that the approved Tree Protection and Preservation Plan shall be implemented and adhered through the finaling of the associated building permit.
C. Verification of Tree Protection
The Project Arborist shall verify, in writing, that all pre-construction requirements have been met as set forth in Section 2.1. Written verification must be submitted to and approved by the Town Arborist prior to demolition, grading or building permit issuance.
D. Pre -Construction Meeting
The demolition, grading and general contractors are required to meet with the Project Arborist and the Town at the site prior to beginning demolition, grading or new construction to review tree protection measures and to establish haul routes, staging areas, etc.
E. Protective Tree Fencing for Heritage Trees and Street Trees
1. Fenced enclosures
Fenced enclosures shall be erected around all Heritage trees at 8x the diameter of each Heritage tree to be protected to establish the TPZ in which no soil disturbance is permitted, and various activities are restricted.
2. Size and type of fence
All Heritage trees to be preserved shall be protected with 6-foot-high, minimum 12- gauge chain link fence. Fences are to be mounted on 2-inch diameter galvanized iron posts, driven into the ground to a depth of at least 2-feet at no more than 10-foot
13 spacing (See detail, Appendix I). This detail shall appear on grading, demolition and building permit plans.
3. Duration
Heritage Tree fencing shall be erected before any demolition, grading or construction begins and remain in place until the Town Arborist approves its removal.
4. "Warning" Signs
Warning signs shall be prominently displayed on each fence side so that they are clearly visible. (See Appendix II). The signs are available at the Building Department.
5. Mulch
A 4”-6” layer of coarse mulch or woodchips shall be placed beneath the Dripline of the protected Heritage trees. Mulch is to be kept 12” from the trunk.
2.2 HERITAGE TREE PROTECTION ZONE (TPZ)
Each Heritage tree to be protected, including those within 15 of a property line on neighboring properties, shall have a designated TPZ identifying the area sufficiently large enough to protect the Heritage tree and roots from Disturbance and/or Damage as defined in Section 1.7. Within the TPZ, roots that are critical for tree survival are typically found in the upper three-foot soil horizon and may extend beyond the Dripline area. Protecting the roots in the TPZ is necessary to ensure the tree’s survival.
Diagram of roots of a typical tree
A. Tree Protection Zone (TPZ)
14 “Tree Protection Zone (TPZ)” is the designated protection area sufficiently large enough to protect a Heritage tree and its roots from Disturbance and/or Damage as defined in Section 8.10.020 F of the Atherton Municipal Code and as specified below. Unless otherwise specified below, the TPZ is a radius 10 times the diameter of a Heritage tree (expressed as 10x) measured at 4.5 feet above the Natural Grade.
The TPZ shall be determined the following way: the TPZ radius shall be 10 times the DBH (4.5’) of the trunk. For example: a 15” DBH = a 12.5-foot radius from the perimeter of the Heritage tree, or a 25-foot TPZ. Any deviation in determining the TPZ shall be in accordance with ANSI standards subject to approval by the Town Arborist.
1. R1-A Zoning District for lots of more than 10,000 square feet:
a. The TPZ is 10x away from all buildings and structures. b. The TPZ is 8x away from any new driveway.
2. R1-B Zoning District and lots in the R1-A Zoning District that are 10,000 square feet or less:
a. The TPZ is 6x away from all buildings, structures, and new driveways.
3. For all lots:
a. The TPZ is 6x away from all CMU walls and 5x away from all wood or metal fences that require a permit.
b. The TPZ is 3x from all landscaping, Landscape Screening trees and bushes. c. For replacement of existing driveways and/or new, proposed compacted surfaces, allow for replacement in the existing location, but in no cases less than 3 times (3x).
B. Town Arborist Exception From the TPZ.
A Town Arborist exception from the TPZ standards noted in Section 2.2 (A) can be considered under any of the following scenarios.
• A TPZ exception in the R1-A from 10x the diameter, down to a minimum of 8x the diameter, for all development types unless otherwise specified. • A TPZ exception in the R1-A from 6x the diameter, down to a minimum of 3x the diameter, for lots in the R1-B, or lots in the R1-A 10,000 square feet or less.
15 • A TPZ exception for all walls or fences from 6x the diameter, down to 3x the diameter.
1. An application and fee are required to be completed prior to a Town Arborist TPZ exception review. Submitting and paying for the application does not guarantee approval to reduce the TPZ. If the Town Arborist denies an application submitted for a Town Arborist exception to the TPZ, the application can be appealed to the Planning Commission in accordance with the Atherton Municipal Code.
The application for a Town Arborist TPZ exception shall be submitted to the Town of Atherton with a narrative stating why the exception is requested, what the impact to any Heritage trees would be and any identified mitigation. The following information shall accompany the application and application fee:
a. A plan showing location of the structure and the Heritage trees with size and species stated. Show TPZ zones from 5x to 10x on the plan. b. Project Arborist report – stating what the damage and mitigation would be. c. Any Trenching less than 10x the dbh is required to be hand dug including exploratory Trenching if approved to trench closer than 10x. d. The percentage of Heritage tree roots to be cut.
e. Any utility easements.
f. Any supporting letters from Menlo Fire, PG&E and/or other utility providers.
g. The Town Arborist can require a meeting at site or with all parties to discuss further.
2. Any application to be submitted shall be reviewed by the Town Arborist for demonstrated compliance with any the following criteria, to the satisfaction of the Town Arborist:
a. The utility location is required by a utility company and it cannot be moved.
A confirmation in writing from the utility is required. b. If the species is tolerant of construction based on species, health, size and age from Matheny and Clark tolerance chart.
c. There are no roots over 2” diameter that need to be cut.
16 d. Other criteria as may be required by the Town Arborist.
3. Appeal to the Planning Commission. Decisions of the Town Arborist may be appealed to the Planning Commission by filing the following:
a. A completed appeal form along with payment of the appeal fee deposit. b. A copy of the original application submitted to the Town Arborist. c. A copy of the decision made by the Town Arborist.
d. Any new information not considered by the Town Arborist.
The Planning Commission shall consider the criteria set forth above in Section 2.2 B in ruling on the outcome of any appeal of a decision of the Town Arborist.
4. Further Exceptions to the TPZ Requirements. An applicant may apply to the Planning Commission for an exception based on scenarios other than those set out in Section 2.2 B. by filing all required materials as set forth above in Section 2.2 B 1.
5. The Planning Commission may approve or reject such applications as submitted in Section 2.2 B 3 or Section 2. B 4, based on the following criteria:
a. The criteria as listed in 2.2.B.2.
b. The probability of failure which is a function of heritage tree and site conditions such as, but not limited to, structural defects, presence of disease, species history, age or remaining life span, and varying weather conditions. c. The probability of a public safety hazard, personal injury or significant property damage as a function of proximity to existing structures and objects of value and interference with utility services
d. The number, species, size and location of existing trees in the area and the effect of the requested EXCEPTION upon shade, noise buffers, protection from wind damage, air pollution, historic value, scenic beauty, health, safety and general welfare of the area and town as a whole.
e. The necessity to allow reasonable use or other enjoyment of the property when there is no demonstrated feasible alternative to the EXCEPTION while meeting other adopted goals and policies of the general plan to the greatest extent feasible.
C. Prohibited Activities
Activities prohibited within the TPZ:
1. Storage or parking vehicles, building materials, refuse, excavated spoils or dumping of poisonous materials, including but not limited to, paint, petroleum products, concrete, stucco mix, dirty water, swimming pool and/or spa water, trailer, container boxes, clean up areas, debris boxes, building materials,
17 Trenching, grade changes, tree houses, and Soil Compaction.
2. The use of tree trunks as a winch support, anchorage, as a temporary power pole, signposts or other similar function.
3. Cutting of tree roots by utility Trenching, foundation digging, placement of curbs and trenches and other miscellaneous excavation.
4. Landscaping and irrigation improvements, unless approved in accordance with Section 2.2.D below.
5. Soil disturbance, Soil Compaction or grade changes.
6. Drainage changes, including swimming pool, spa, and/or water features discharge.
7. Any other activities which cause Disturbance and/or Damage to Heritage trees as defined in Section 1.9 and or as specified in Atherton Municipal Code Section
8.10.020.
D. Permitted Activities
Activities permitted within the TPZ:
1. Mulching - During construction, it is recommended that wood chips or similar material be spread within the TPZ to a 4-to 6-inch depth, leaving the trunk clear of mulch.
2. Root Buffer - When areas within the TPZ cannot be fenced, a Root Buffer is required and shall cover the root zone in accordance with 1.23. A Root Buffer is a temporary layer of material to protect the soil texture and roots. The buffer shall consist of a base of mulch chips spread over the root area to minimum of 6 inches depth, capped by a base course of 3/4th inch quarry gravel to stabilize 3/4th inch plywood on top.
3. Irrigation, aeration, fertilizing or other beneficial practices that have been specifically approved for use by the Project Arborist within the TPZ.