Agenda packet — Atherton City Council, October 16, 2024 (part 1 of 3)

AGENDA PACKET
Town of Atherton
City Council
OCTOBER 16, 2024
REGULAR MEETING
6:00 PM
Council Chambers
80 Fair Oaks Lane
Atherton, CA 94027
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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, Widmer, Vice Mayor Lewis, Mayor HawkinsManuelian

PRESENTATIONS
Proclamation – Congresswoman Anna Eshoo
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 – October 16, 2024

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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.

Link to Departmental Reports
REPORT OUT OF CLOSED SESSION
CONSENT AGENDA (Items 1 – 6)

1. APPROVAL OF BILLS AND CLAIMS FOR SEPTEMBER 2024 IN THE AMOUNT OF $1,681,357
Report: ROBERT BARRON III, FINANCE DIRECTOR
Recommendation: Approve the Bills and Claims for September 2024 in the amount of $1,681,357.

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 September 4, September 18, 2024 Description: This is a routine item to approve the meeting minutes from past City Council meetings.

3. ACCEPTANCE OF WORK, AUTHORIZATION TO RECORD NOTICE OF COMPLETION FOR THE 2024 SPRING PATCHING PROJECT, PROJECT NUMBER 56086
Report: ROBERT OVADIA, PUBLIC WORKS DIRECTOR
Recommendation: It is recommended that the Council accept work and authorize recording of a Notice of Completion for the 2024 Spring Patching Project, Number 56086.

Description: This is a routine item to accept the work and authorize staff to record a notice of completion for the 2024 Sprint Patching Project, Project Number 56086

4. ACCEPTANCE OF WORK, AUTHORIZATION TO RECORD NOTICE OF COMPLETION FOR THE 2024 OVERLAY PROJECT, PROJECT NUMBER 56089 Report: ROBERT OVADIA, PUBLIC WORKS DIRECTOR
Recommendation: It is recommended that the Council accept work and authorize recording of a Notice of Completion for the 2024 Overlay Project, Number 56098.

Description: This is a routine item to accept the work and authorize staff to record a notice of completion for the 2024 Overlay Project, Project Number 56089.

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Description: This is a routine item to accept the work and authorize staff to record a notice of completion for the 2024 Overlay Project, Project Number 56089.

5. ADOPT A RESOLUTION 24XX APPROVING AN UPDATE OF THE TOWN'S CONFLICT OF INTEREST CODE AND APPENDIX “A” DESIGNATING
POSITIONS IN THE CONFLICT OF INTEREST CODE
Report: ANTHONY SUBER, DEPUTY CITY MANAGER/ CITY CLERK
Recommendation: It is recommended that the Council adopt a Resolution Amending Conflict of Interest Code of NonElected Officials and Designated employees of the Town of Atherton.

Description: This is a routine item that occurs every twoyears to review and update the Town’s Conflict of Interest policy as it relates to financial dislcosures of elected officials, appointed officials, key staff and select consultants.

6. ACCEPTANCE OF TREASURER’S REPORT FOR THE FOURTH QUARTER ENDED JUNE 30, 2024
Report: ROBERT BARRON III, FINANCE DIRECTOR
Recommendation: Accept the Treasurer’s Report for the Fourth Quarter Ended June 30, 2024.

Description: This item is a treasurer report for fourth quarter ended June 30, 2024 prepared by our Finance Director.

PUBLIC HEARING (Items 7 – 7)

7. CONSIDERATION OF RESOLUTIONS RECOMMENDING ADOPTION OF AN INITIAL STUDY AND MITIGATED NEGATIVE DECLARATION AND
MITIGATION AND MONITORING REPORTING PROGRAM AND
AMENDMENTS TO THE ATHERTON GENERAL PLAN, AND SECOND READING OF AN ORDINANCE TO AMEND THE ATHERTON MUNICIPAL CODE TO IMPLEMENT THE 20232031 HOUSING ELEMENT AND ZONING CODE

UPDATES
Report: BRITTANY BENDIX, TOWN PLANNER
Recommendation: Staff recommends that the City Council continue their public hearing that began at their meeting on September 18, 2024 and adopt the following actions that will revise and implement the 20232031 Housing Element to comply with State law:

Resolution adopting an Initial Study and Mitigated Negative Declaration (IS/MND) and Mitigation and Monitoring Reporting Program (MMRP)
Resolution adopting amendments to the Atherton General Plan Second Reading and Adoption of an Ordinance to Amend the Atherton Municipal Code.

Description: This item involves a review and discussion of recommendations from the Planning Commission to adopt an environmental analysis and findings that support the updates to the 20232031 Housing Element and related amendments to the Towns General Plan and Municipal Code. This item is the second reading from the introduction held on September 18, 2024 and continued on October 2, 2024.

REGULAR AGENDA (Items 8 – 9)
8PICKLEBALLPROGRAMATHOLBROOKPALMERPARK
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Resolution adopting amendments to the Atherton General Plan Second Reading and Adoption of an Ordinance to Amend the Atherton Municipal Code.

REGULAR AGENDA (Items 8 – 9)

8. PICKLEBALL PROGRAM AT HOLBROOKPALMER PARK
Report: ROBERT OVADIA, PUBLIC WORKS DIRECTOR
Recommendation: It is recommended that the Council approve an ongoing pickleball program at HolbrookPalmer Park.

Description: This item is for a Council discussion to provide direction related to the continuace of a pickleball program at HolbrookPalmer Park.

9. APPROVE AN AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT WITH KIMLEYHORN AND ASSOCIATES, INC. FOR THE ALAMEDA DE LAS PULGAS TRAFFIC AND SAFETY IMPROVEMENTS PROJECT TO INCLUDE A ROUNDABOUT AT THE ALAMEDA DE LAS PULGAS / ATHERTON AVENUE INTERSECTION AND TO PROVIDE ENVIRONMENTAL SUPPORT FOR THE

PROJECT
Report: ROBERT OVADIA, PUBLIC WORKS DIRECTOR
Recommendation: It is recommended that the Council approve an amendment to the professional services agreement with KimleyHorn and Associates, Inc. for the Alameda del las Pulgas Traffic and Safety Improvements project in the amount of $212,993.60 for the incorporation of the proposed roundabout at the Alameda de las Pulgas / Atherton Avenue intersection as well as related project environmental support.

Description: This item is a request to the Council for the consideration of approving an amendment to a contract with KimleyHorn and Associates for the Alameda De Las Pulgos Traffice and Safety Improvement Poject to include a roundabout and provide environmental support for the project.

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 referredtoontheagendaareavailableforpublicinspectionby5:00pmtheFridaybeforeeach Meeting Agenda Packet – October 16, 2024

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ADJOURN
PLEASE NOTE THE FOLLOWING INFORMATION:

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)
Public Comments:

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 a warning may be provided. 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.

Rules of Decorum:

No person participating in a public meeting shall engage in disorderly or boisterous conduct — including but not limited to applause, whistling, feet stamping, booing or making any loud, threatening, profane, abusive, personal, impertinent or slanderous uttering or comments. No person is allowed to disturb, disrupt, or otherwise impede the orderly conduct of the meeting.

If any person continues to breach the Rules of Decorum in a manner that disturbs, disrupts or otherwise impedes the orderly conduct of the meeting following an order from the Mayor, or Presiding Officer, to cease the offending conduct, the Mayor, or Presiding Officer, may order that person to leave the meeting.

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Mayor Hawkins-Manuelian ● Vice Mayor Lewis ● Councilmember DeGolia ● Councilmember Holland ● Councilmember Widmer Town of Atherton

Proclamation

IN RECOGNITION OF CONGRESSWOMAN ANNA ESHOO

FOR OUTSTANDING SUPPORT OF ATHERTON
WHEREAS, Congresswoman Eshoo, elected in 1992, was the first woman Democrat to represent California’s 16th Congressional District and in her career as a congresswoman, her body of work included more than 60 bills signed into law; and
WHEREAS, Congresswoman Eshoo has lived in and supported the Atherton community, including working with at least 71 Atherton students through the 16th Congressional District Student Advisory Board, Congressional Act Competition, and Congressional App Challenge; and WHEREAS, Congresswoman Eshoo has supported Atherton’s sustainability efforts through green legislation, as well as working on over 300 cases for Atherton residents; and WHEREAS, Congresswoman Eshoo has worked to improve Atherton directly by electrifying Caltrain to improve air quality in Atherton, and reduce airplane noise in the community aided Atherton in securing funding for much needed flood mitigation improvements to the Upper Atherton Channel; and
WHEREAS, Congresswoman Eshoo has helped the Town and Caltrans improve the traffic safety of Atherton along the Alameda de las Pulgas and El Camino Real corridors.

NOW, THEREFORE, as Mayor of the Town of Atherton, and on behalf of the Atherton City Council, I hereby proclaim Congresswoman Anna Eshoo as an outstanding member of the Atherton community, both for her work in the US House of Representatives and in the Town of Atherton.

IN WITNESS WHEREOF, I have hereunto set my
hand and caused the seal of the Town of Atherton to
be affixed this 10th day of October 2024.
_________________________
Diana Hawkins-Manuelian, Mayor
Town of Atherton

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OCTOBER | 2024
10 MONTHLY REPORTS

DEPARTMENT AND DIVISION

CONSTRUCTION TIME
LIMITS
3 OUTREACH &

ACTIVITIES

SUMMARY OF

TRAFFIC INCIDENTS
Summary of Building
Permits facing Construction
Time Limit Penalties
Summary of traffic
incidents during the month
of August

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 14
15 23
31 39
38 40

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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.

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The City Clerk’s Division is a part of the City Manager’s Office and consists of the City Clerk, a Reception/Postal Clerk, and a Management Analyst I/II. These core personnel provide 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 44 full-time authorized positions. Of that total, 21 are sworn public safety. There are 9 police department staff that are non-sworn. The remaining 13 are local miscellaneous. The Town is currently at 95% staffing. The Police Department has conditional offers extended to a Management Analyst and Sergeant pending completed background examinations. The Public Works Department will on-board a new Management Analyst in early November and the City Manager Receptionist / Clerk role closes for applications on October 16, 2024, to be followed by a panel interview process the following week.

Open Enrollment for full-time Atherton staff closed on October 11, 2024, and staff will conduct a wellness event at the end of the month that will include self-care and stress management opportunities for all staff.

Outreach Events & Activities:

Senior Services
The Town has partnered with a local Senior
facility to host an event on Wednesday, October
23, 2025, at 4:00 PM – 5:30 PM in the Council
Chambers focused on brain health and wellness.

There are 3 specialists that have been confirmed
to present to residents and neighbors. We
encourage residents to RSVP through the QR
code on the flyer, but that is not required.

Staff has been engaged with the Senior Task
Force to evaluate future programs or events and
resources to be shared with the community.

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City Clerk Monthly Report
October 16, 2024
Halloween 2024
October 25, 2024, from 3:00 PM – 5:00 PM. There will be a host of family friendly activities. The event is being led by the Atherton Police Department with collaboration from the Atherton Library and Friends of the Library.

Anyone that wants to attend is encourage to RSVP by visiting https://atherton.news/Halloween-Spooktacular or scanning QR Holiday Celebration
The Town will host the annual holiday celebration on Friday, December 13, 2024. The event will begin around 4:00 PM. This will be a family friendly event that is being co-hosted by the Atherton Library and Friends of the Atherton Library. There will be a tree lighting taking place on the library deck, hot coco and arts & crafts for visitors.

IT Systems & Activities
The Town’s IT systems are operating within acceptable limits. Current IT priorities include:
• IT Special Projects:
o Performed user accessibility work related to Code Enforcement systems o Began an update project on police systems related to CJIS compliance requirements o Performed new hire set ups, system evaluations and access o Performed maintenance work in Dispatch workspace related to camera profiles o Cybersecurity and server routine maintenance including report generation for ESET and Cylance
o Assessed and purchased RAM for BMS and evaluated an uninterrupted power supply for Council Chambers to prevent server and system outages for Audio / Video equipment.

Emergency Management
SMC Emergency Managers Association Meetings

The San Mateo County Emergency Managers Association held its monthly meeting on Thursday, September 26, 2024, from 10:00 AM to 12:00 PM via Zoom. The meeting featured a presentation by Mark Benthien, Director of Communication, Education, and Outreach at the California Earthquake Center and Global Coordinator for the Great ShakeOut, who shared insights on earthquake preparedness.

The meeting also addressed association business, including the approval of the previous meeting’s minutes, a financial update, and reports from various working groups on topics such as community resilience, mass care, and training exercises. Updates were provided by Cal OES, the San Mateo

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October 16, 2024
County Department of Emergency Management, and the American Red Cross, along with legislative briefings on emergency management topics.

Building Electrification
Housing and ADU Match Program
Are you a home provider interested in adding an Accessory Dwelling Unit (ADU) to your property, or a home seeker looking for affordable housing? Join us at this informative and engaging mixer to:
• Meet local home seekers and providers in-person
• Learn from housing experts and urban planners about ADU benefits and requirements
• Hear success stories from your community
• Access valuable resources on ADU construction, financing, and legal considerations
Sign up on Eventbrite: https://Atherton.News/ADU-Mixer
Local employers are encouraged to invite their employees to explore affordable housing options through ADUs. Don’t miss this chance to connect with your community and discover housing solutions that benefit everyone!
Sustainability Activities
The current sustainability projects and activities are:

1. Environmental Programs Committee
a. The EPC met in September and spent most of the meeting time completing the Community Survey Input Worksheet provided by Probolsky Research. Staff are actively trying to schedule a special meeting for October in order to have concrete updates available at the October 30th Council meeting.

EPC staff liaison, Christabel, met with the EPC chair and Earth Day subcommittee on October 10th to discuss Earth Day, programming, and future agendas.

Committee members have been considering a recommendation to the City Council to hire an Event Planner to work exclusively on Earth Day activities. The Earth Day Subcommittee intends to have a recommendation for Council consideration and staff is working to coordinate a Special EPC meeting to get consensus on this recommendation.

The next regular EPC meeting is scheduled for December 21, 2024, at 1:00 PM, where the Earth Day highlighting events will continue to be discussed.

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October 16, 2024

2. Waste Reduction
a. GreenWaste + Hefty ReNew Program
Staff met with Greenwaste and a representative from the Hefty Renew Program at the beginning of October. The Hefty ReNew Program is designed to complement existing recycling efforts by providing a curbside collection system for hard-to-recycle plastics.

These materials, often not accepted in traditional recycling programs, include everyday items like candy wrappers, foam takeout containers, and other plastics. The program aims to divert these materials from landfills, reducing fossil fuel dependence and improving overall recycling efficiency.

We discussed how the program can be integrated into the Town's sustainability efforts, through GreenWaste. The program offers a simple and convenient way for residents to collect these hard-to-recycle plastics in special orange bags, which are then picked up curbside alongside regular recycling and trash services.

As the Town of Atherton continues to explore ways to enhance its waste management and sustainability programs, the Hefty ReNew Program could be a valuable addition.

Staff is considering potential partnerships, logistics, and educational outreach to ensure successful implementation. The Program will be introduced at the next Environmental Programs Committee (EPC) and Refuse & Recycling subcommittee meetings for consideration and feedback.

b. Facility Tour Planning for Jan/February
Staff is working with GreenWaste to schedule a facility tour for the EPC in early 2025, likely January or February. If any members of the council would like to join, please contact Christabel at [email protected]

c. SMC Sustainability Dashboard Atherton Data
In July of 2024, the CAP Dashboard was updated with updated greenhouse gas emission data from 2019-2021. This showed an increase in our GHGs, even though we sent less waste (tons) to the landfill. This discrepancy caused staff to look into the data further.

Management Analyst Soria Mendoza has been in contact with the Regionally Integrated Climate Action Planning Support (RICAPS) leaders from the County. The County has been working with Rincon Consultants on providing GHG data for jurisdictions. We have reached out to Rincon to clarify the discrepancy in the data.

It appears that the 2005-2019 inventories were using an outdated methane emission factor to calculate solid waste emissions. The emission factor for these years was based on countywide data. In contrast, the 2021 inventory uses an emission factor specific to Atherton. This Atherton-specific emission factor is higher than the countywide emission factor causing an increase in solid waste emissions even though tonnage decreased.

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Upon request in September 2024, Rincon Consultants was able to provide staff with an updated 2005-2021 GHG Inventory using the Atherton specific emission factors to calculate waste emissions.

d. Compost Pile
The Compost pile continues to be a free and well used product offered at Holbrook Palmer Park. The pile is restocked regularly every 2-3 months, or when it is visibly low. This compost pile is funded by the SB1383 Organic Waste Recovery Grant. To date, we’ve expended $2,616.86 of the $9,919.66 budgeted from the $75,000 grant.

e. CalRecycle Reporting| E-Annual Report (EAR)
The EAR serves as a jurisdiction’s self-assessment of its progress in meeting waste management and recycling requirements under several California regulations, including SB 1383 (Short-Lived Climate Pollutant Reduction), AB 341 (Mandatory Commercial Recycling), and AB 1826 (Mandatory Commercial Organics Recycling). It also reports on compliance with the Per Capita Disposal Measurement Act and the Integrated Waste Management Act (AB 939). The EAR includes calculations of per capita disposal rates, supporting documentation, and updates on solid waste diversion programs. All cities, counties, and districts providing solid waste services are required to submit this report through CalRecycle's system.

The Town has completed the EAR with the support of our consultant, R3.

f. CalRecycle Reporting | Organic Waste Recover (OWR4) Grant / SB 1383 Local Assistance Grant Program Progress Report

This Program provides funds to local jurisdictions to help implement SB 1383 requirements. Staff submitted the first progress report earlier this month, reporting on the restocking of the compost pile at Holbrook Palmer Park.

3. Electric Leaf Blower Program
The Town of Atherton's Electric Leaf Blower Program has gained momentum as we’ve moved into the FY24-25 cycle. After the successful distribution of a leaf blower postcard to every Atherton household in June 2024, notifying them of the July 1, 2024, effective date, there was a significant jump in rebate applications, which led to the exhaustion of the FY23-24 program budget. As of October 2024, there are approximately 57 rebates remaining under the FY24-25 program.

We continue to encourage residents who haven't yet taken advantage of this offer to do so, as the rebates are available on a first-come, first-served basis until the funds are depleted.

Based on some of the residents' feedback, folks are concerned that the battery life of electric

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leaf blowers won’t keep up with Atherton acre+ lot/s and adds stress and labor onto their landscapers.

4. Refuse & Recycling Subcommittee
Staff are actively trying to schedule a meeting for the Refuse & Recycling subcommittee to hear about the Heft ReNew Program and discuss the Franchise agreement with the GreenWaste team.

5. Climate Action Plan Dashboard
In July of 2024, the CAP Dashboard was updated with updated greenhouse gas emission data from 2019-2021. This showed an increase in our GHGs, even though we sent less waste (tons) to the landfill. This discrepancy caused staff to look into the data further.

Upon request in September 2024, Rincon Consultants was able to provide staff with an updated 2005-2021 GHG Inventory using the Atherton specific emission factors to calculate waste emissions.

6. RICAPS Meetings
At the September RICAPS meeting, we heard about a few upcoming events from Alhad Dighe, from the Sustainability Department, and welcomed Anna Yip from Rincon Consultants, as a new addition to the RICAPS program team. Ryan Gardner, from Rincon Consultants, unveiled a new tool for cities to start using in quantifying building electrification measures as they consider approaches to emissions reduction planning. This tool will help jurisdictions understand the potential impacts from different measures and is customizable for each city. Please see below for more information.

We spent the majority of our time focused on electric vehicle (EV) charging infrastructure and exploring possible municipal interventions on this front. Ryan broken down the different kinds of EV infrastructure planning and highlighted a few robust examples from other jurisdictions in California, and, as a group we discussed what a jurisdiction's role might be in siting this infrastructure. Noah Garcia from EVgo presented on what their perspective is on how EV infrastructure gets planned and ultimately built.

His presentation was great fodder for the small breakout discussions and full-group share

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October 16, 2024
out at the end. What a robust conversation! Thank you to everyone for your participation.

We look forward to seeing you at our next virtual RICAPS meeting on October 22. At this meeting, we plan on discussing PCE's member grants and pushing this EV charging infrastructure conversation a bit further.

7. Countywide Recycling Committee Meetings
The Countywide Recycling Committee met on September 25th, covering key topics such as AB 2346 and SB 1383 procurement, the Green Business Program, and Right to Repair.

Program updates included presentations from the Sustainability and Environmental Health departments, along with CalRecycle updates on SB 1383 Chats, grant opportunities, and stakeholder workshops. Notable items discussed included upcoming Fixit Clinics in South San Francisco, East Palo Alto, and San Mateo, as well as grant deadlines for waste abatement and recycling programs.

CalRecycle also shared resources on zero waste planning, compost market demands, and support for SB 1383 compliance. Additionally, jurisdictions were encouraged to complete the Recycling Collection Survey to help inform local and statewide recycling efforts.

Building Electrification

1. REACH Code Update
The Town of Atherton is updating its REACH Code, which aims to encourage electric readiness in new and renovated residential construction. These updates build on the 2022 State Code to enhance sustainability and reduce greenhouse gas emissions by promoting a transition to all-electric homes.

To support these changes, new construction and renovation projects may be required to incorporate the necessary infrastructure to transition from gas/propane appliances to electric equivalents. These requirements focus on electrical readiness and will ensure that future installations can be made without extensive retrofitting.

Under these updated codes, when applicants pull permits for renovation projects, they will be required to meet certain electric readiness standards. These policies ensure that electric infrastructure is incorporated at minimal additional cost, avoiding the higher retrofit expenses that may arise once new Bay Area Air Quality Management District (BAAQMD) and California Air Resources Board (CARB) standards are enforced.

It’s important to note that electric readiness does not mandate the use of specific appliances or fuel sources. Instead, it builds on the existing electric readiness requirements for new construction outlined in Title 24, Part 6, ensuring homes are prepared for future electrification.

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A revised Electric Readiness Ordinance has been drafted and is in queue to be presented at the October 30th Special Council Meeting.

2. PCE Member Agency Grant
Peninsula Clean Energy (PCE) has launched two new programs in 2024: the Member Agency Energy Grants and the GovBE Electrification for Public Buildings program.

Atherton has been allocated $181,946 from the Member Agency Energy Grants, part of a one-time community reinvestment initiative totaling $11.5 million. This funding is flexible and can be used for projects such as:

• Installing EV charging stations
• Electrifying landscaping equipment
• Upgrading streetlights to more efficient models
• Retrofitting government facilities
There is no application deadline yet, but once awarded, agencies have 24 months to use the funds. The grant is disbursed 50% upfront and 50% upon project completion. These funds can be combined with other resources, but PCE encourages Cities to lead these projects.

The GovBE program offers up to $600,000 per project for public building electrification, with loans available at a 1% interest rate. Eligible projects include space heating, water heating, cooking equipment, and more, with a focus on energy cost savings and emissions reductions. Staff are not currently exploring this opportunity.

The Finance Director, Director of Public Works, and CMO Management Analyst have initiated discussions on how to best use the $181,946 grant. Current ideas include expanding EV charging infrastructure at Town Center, the Park, and the Police parking lot.

We are also exploring other opportunities to electrify Town facilities. We welcome any additional suggestions from the Council.

In early October, Staff met with an electrician to receive a quote on the project with the intent to bring EV Charging to Holbrook Palmer Park Entry Lot 1 and the Police Department parking lot. The quote is as follows:

The project involves installing 4 Level 2 EV charging ports and requires significant infrastructure upgrades, including a new 200A EVSE subpanel and a 200A circuit breaker.

The total project cost is estimated at $65,000–$80,000.

Peninsula Clean Energy (PCE) offers an incentive of $20,000–$25,000 ($5,500 per port), reducing the cost for the Town to $40,000–$60,000.

The price includes installing the electrical infrastructure, 2x2 concrete squares for the charging stations, wheel stops or bollards, and trenching. The initial infrastructure cost for power (200A to 600A) ranges from $30,000–$50,000. Each charging station (material and labor) costs around $8,000–$12,000.

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City Clerk Monthly Report
October 16, 2024
Striping and signage are not included and will be determined later.

City Clerk Activities CURRENT and ON THE HORIZON
2024 Fall Athertonian Edition is printing, and the digital version is available on the Town website.

To read visit: https://atherton.news/Athertonian-Fall-2024. This is excepted to be delivered to homes by October 24, 2024. In this Edition, we focused on several initiatives: sustainability efforts, public safety, and community events. We featured updates on the Town’s solar installation project at the Town Center and progress with the Compost Broker Program. There were also updates on emergency preparedness for Fall and Winter, including storm weather tips and the promotion of ADAPT’s new Emergency Cache Program. We spotlighted upcoming events like Senior Wellness, an ADU Mixer, and holiday events.

Additionally, the newsletter highlighted the Save the Date for Earth Day 2025 (Sunday, April 27, 2025) and Town efforts on the Housing Element.

There are currently 6 active Public Records Act Requests to which staff have responded. There are currently 4 open General Liability Claims.

Public Information Stats & Analytics
Town staff have been sharing timely information about the Housing Element, community events and meetings, programs, emergency preparedness information, and news on social media.

Residents, community members, and other public agencies have viewed and interacted with the town from September 1 to September 30. Impressions refer to the number of reactions, views, comments, shares, and reposts of Town-generated content.

Platform Number of followers Impressions or Accounts
Reached

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City Clerk Monthly Report
October 16, 2024
Twitter/X 9 new followers, a total of 696
followers
225 impressions (20%
increase from August)
Instagram 9 new followers, a total of 1,414
followers
455 accounts reached (40 %
increase from August)
Facebook 2 new followers, total of 588 followers 3K reach (30 % increase from August)
NextDoor 25 new members, a total of 5,255
members, and 2,355 households
claimed
210 impressions (25 %
increase from August)
Town website subscriber group:

Distribution List Subscribers
Atherton Online 1,655
News Flash (CM & PD) 1,560 & 1,562
Alert Center (CM & PD) 1,352 & 1,491
Calendar (Meetings) 1,568
• Website Analytics:
o September 1 – September 30: 8,600 Users
o Last 7 Days Total Page Views: 5,006
§ News Flash – Police Department = 89
§ City Manager Monthly Report = 55
• YouTube Analytics
o 336 Subscribers (2 new in the last 30 days)
o 1011 Videos
Newsflashes

1. NewsFlashes
Our focus on public information and social media engagement continues to strengthen connections with residents and the broader public.

Recently, we've shared several important updates, including:
• Community events (BiKe Rodeo, Halloween Spooktacular, ADU Mixer, and the Senior Taskforce workshops)
• Breast Cancer Awareness
• Police department updates, such as community safety measures and upcoming events. • Promotion of various community meetings for town projects and plans.

These newsflashes offer formal and precise communication to residents about ongoing developments and priorities in town.

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City Clerk Monthly Report
October 16, 2024

2. Social Media
Our social media posts complement the newsflashes by presenting similar information but in a more casual, engaging tone. These posts reach a broader public audience and utilize vibrant event flyers, supporting images, and eye-catching graphics to capture attention.

Through social media, we've been able to promote:
o Upcoming events
o General community updates
o Emergency preparedness
o Climate Action Plan and Dashboard related
o Fun and informative posts that encourage residents to stay connected with town activities

Events and major updates have also been posted on NextDoor for broader reach in the community.

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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 2024/2025 Revenues and Expenditures
Year to Date
Months Complete – 3
% of Year Complete – 25%
Budget Revenue % Received
Park Program $ 115,000 $ 29,600 26%
Planning Permits $ 850,300 $ 109,255 48%
Business Licenses $ 290,000 $ 188,839 65%
Police $ 368,861 $ 19,948 5%
Sales Taxes $ 442,400 $ 104,537 24%
Miscellaneous $ 1,150,096 $ 73,928 6%
Public Works $ 659,700 $ 150,405 23%
Franchise Fees $ 1,076,000 $ 72,033 7%
Building Permits $ 2,203,280 $ 706,318 32%
Property Taxes $ 15,845,385 $ 1,830,911 12%
Total $ 23,001,022 $ 3,285,774 14.28%
Budget Expenditures % Received
City Council $ 66,615 $ 8,242 12.3%
Administration $ 1,400,943 $ 366,763 26.1%
City Attorney $ 310,000 $ 38,724 12.5%
Finance $ 882,763 $ 248,319 28.1%
Planning $ 1,426,970 $ 221,240 15.5%
Building $ 1,659,166 $ 340,595 20.5%
Interdepartmental $ 1,172,460 $ 282,370 24.0%
Police $ 10,171,871 $ 3,060,560 30.0%
Public Works $ 3,683,887 $ 648,265 17.5%
Total $ 20,774,676 $ 5,215,079 25.1%

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The Public Works Department consists of a Public Works Director, Maintenance Manager, Associate Engineer, Town Arborist 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 Town-maintained 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
January 24 38 6 12
February 24 38 12 6
March 24 38 6 12
April 24 39 6 12
May 24 39 6 12
June 24 38 6 12
July 24 36 4 12
August 24 37 6 12
September 24 38 10 5
October 24
November 24
December 24
January 25
Total 111 20 29

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Services Requests
• Town Center banner changeout
• Atherton Chanel Crack Repair along Watkins Avenue (Station Lane to Middlefield Road) • Catch Basin Cleanout (various locations throughout Town) • Installed advance pedestrian crossing sign for the new Fair Oaks Lane street crossing • Installed yield to pedestrian signage at Fair Oaks Lane crosswalk • Trimmed tree branches around signage along El Camino Real • Set up for PD Bike Rodeo at HPP
• Irrigation main line repair at Jenings Pavilion Patio • HPP Playschool sewer drain line clearing
• HPP Playground bathroom sink repair
• ADA swing replacement at HPP Playground
• Tennis gate repair HPP Court 1
• Cleanup of Multi Stack area behind library
• Repair of PD parking entry gate repair (closing issue) • Pothole repair on Middlegate Avenue
• Replaced Faded and damaged signage (various locations - 6) • Picked up donated “Celebration” sculpture from Palo Alto school to Corporation Yard – pending confirmation of installation requirements
• Removal of tree branch removal on Marsh Road
• Tree lighting repair at Library
• Town Center Art Install Coordination
• Town Center Landscape replanting
• Fence repair at Gilmore House
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.

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Photographs of Work Performed
Town Center Banner Changeout
Atherton Channel Crack Repair (Watkins Avenue)
Fair Oaks Lane Crossing Advance Signage

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Fair Oaks Crossing Pedestrian Yield Signage
HPP Pavilion Pation Irrigation Main Line Repair
HPP Playschool Sewer Drain Line Clearing

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“Celebration” Sculputre Moved to Corporation Yard
Town Center Lanscape Re-planting

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Town Art Installation

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See Click Fix September 2024

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Public Works Maintenance
Budget versus Expenditures Thru September 2024
Short
Code
Accounting Code Description Budget Actual %
A01 101-53-52031-053 Streets $400,000 $93,255.65 23.3%
A02 101-57-52031-057 Parks (Grounds
& Facilities)
$325,000 $37,779.23 11.6%
A03 101-59-52031-059 Other Facilities $175,000 $6,552.91 3.7% A04 213-30-52031-000 Library $20,000 $7,081.43 35.4%
A05 101-58-52031-000 Tennis $10,000 $2570.76 25.7%
E06 101-58-52030-058 Event Services $10,000 $226.48 2.3% Total $940,000 $147,466.46 15.7%
$-
$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

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Parks Division Monthly Report –September 2024 Page 1 of 8 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 typically provided via contract. With the departure of Catered Too, temporary personnel have been contracted to manage all park events and rental services, to include rental of fields, buildings, and picnic areas until a permanent vendor is contracted. 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 September 2024
Month North
Meadow
Children’s
Picnic
Area
Jennings
Pavilion
Main Carriage
House w/
NM
Field D Other House
23-Dec 0 2 1 1 0 0 0
24-Jan 0 1 0 1 0 0 0
24-Feb 0 0 0 0 0 0 0
24-Mar 3 4 1 1 0 0 2
24-Apr 4 2 0 0 0 0 0
24-May 3 7 2 4 1 0 0
24-Jun 6 9 0 2 2 0 0
FY 23-24 28 37 7 12 9 0 6

24-Jul 4 2 0 0 0 0 0
24-Aug 6 2 3 3 4 0 0
24-Sep 3 1 0 0 0 0 0
24-Oct 0 0 0 0 0 0 0
24-Nov 0 0 0 0 0 0 0
24-Dec 0 0 0 0 0 0 0
25-Jan 0 0 0 0 0 0 0
25-Feb 0 0 0 0 0 0 0
25-Mar 0 0 0 0 0 0 0
25-Apr 0 0 0 0 0 0 0
25-May 0 0 0 0 0 0 0
25-Jun 0 0 0 0 0 0 0
FY 24-25 13 5 3 3 4 0 0

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Parks Division Monthly Report –September 2024 Page 2 of 8 Types of Rental Activity for September 2024
Month Social Gathering Wedding Corporate
Gathering Other
23-Dec 4 0 0 0
24-Jan 2 0 0 0
24-Feb 0 0 0 0
24-Mar 10 0 0 4
24-Apr 3 0 0 3
24-May 14 0 1 2
24-Jun 15 0 4 0
FY 23-24 81 0 6 15

24-Jul 6 0 0 0
24-Aug 16 1 1 0
24-Sep 4 0 0 0
24-Oct 0 0 0 0
24-Nov 0 0 0 0
24-Dec 0 0 0 0
25-Jan 0 0 0 0
25-Feb 0 0 0 0
25-Mar 0 0 0 0
25-Apr 0 0 0 0
25-May 0 0 0 0
25-Jun 0 0 0 0
Total 26 1 1 0

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Parks Division Monthly Report –September 2024 Page 3 of 8 Revenue from Rental Activity for September 2024

Month Revenue Fees 10% Catering Fee Revenue to Town
23-Dec $2,500.00 $1,413.84 $3,913.84
24-Jan $850.00 $0.00 $850.00
24-Feb $0.00 $0.00 $0.00
24-Mar $9,100.00 $0.00 $9,100.00
24-Apr $1,375.00 $0.00 $1,375.00
24-May $12,275.00 $0.00 $12,275.00
24-Jun $8,650.00 $0.00 $8,650.00
FY 23-24 Total $59,695.18

24-Jul $1,000.00 $0.00 $1,000.00
24-Aug $18,160.00 $0.00 $18,160.00
24-Sep $1,085.00 $0.00 $1,085.00
24-Oct
24-Nov
24-Dec
25-Jan
25-Feb
25-Mar
25-Apr
25-May
25-Jun
TOTAL $20,245.00

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Parks Division Monthly Report –September 2024 Page 4 of 8 General and Special Services for September 2024
• 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 September:
• Bike rodeo Event and set up
• Jennings Pavilion Patio irrigation main repair
• Playschool sewer line clearing
• Tennis gate repair – Court 1
• Playschool sink repair
• Playground swing replacement
• Gilmore house fence replacement
• Gilmore house painting
New and Future Planned Projects
Flooring in Jennings Pavilion
Flooring in main house

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Parks Division Monthly Report –September 2024 Page 5 of 8 Tennis Court Usage/Reservations
Player Capital Tennis (PCT) manages court operations.

Month
PC
Court
Hours
# of
Students
Private
Lessons
Key
Holder
Hours
Public
Court
Hours
Clay
Court
Hours
Pickleball
Court
Hours
23-Dec 672 309 397 349 0 6 N/A
24-Jan 631 325 377 335 0 4 8
24-Feb 542 297 323 299 0 6 15.5
24-Mar 653 337 441 393 0 5 24
24-Apr 677 344 462 422 0 11 52.5
24-May 724 365 472 433 0 8 84.5
24-Jun 741 371 496 425 0 42 124
FY-23-
24 8,052 3,889 5,306 4,465 0 126 308.5

24-Jul 812 415 443 465 0 64 75
24-Aug 705 408 433 380 0 39 117.5
24-Sep 805 315 407 395 0 15 116
24-Oct 0 0 0 0 0 0 0
24-Nov 0 0 0 0 0 0 0
24-Dec 0 0 0 0 0 0 0
25-Jan 0 0 0 0 0 0 0
25-Feb 0 0 0 0 0 0 0
25-Mar 0 0 0 0 0 0 0
25-Apr 0 0 0 0 0 0 0
25-May 0 0 0 0 0 0 0
25-Jun 0 0 0 0 0 0 0
Total 2,322 1,138 1,283 1,240 0 118 308.5

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Parks Division Monthly Report –September 2024 Page 6 of 8 Photographs of Work Performed in September 2024
Bike Rodeo
Bike rodeo set up
Jennings Pavilion Patio Irrigation Main Repair

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Parks Division Monthly Report –September 2024 Page 7 of 8 Playschool Sewer Line Clearing
Playground Bathroom sink repair
Park swing replacement
Before After

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Parks Division Monthly Report –September 2024 Page 8 of 8 Tennis gate repair
Before After
Gilmore House Fence and Painting

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Submitted by:

Interwest Consulting Group
Community Services
Monthly Report
September 2024
Town of Atherton
Building Department
80 Fair Oaks Ln.

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

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Town of Atherton
Building Safety Inspections
Construction and Permit Summary
Based on Fiscal Year - Year to Date
Fiscal Year for Budgetary Comparisons
Fiscal Year Fiscal Year
2024-25 2023-24
Total Construction Valuation1:
$29,398,259 $94,717,227 $49,266,168
Plan Check Fees Collected: $36,725 $166,641 $136,414
Permit Fees Collected: $165,249 $500,560 $350,444
Other Fees Collected: $8,724 $37,972 $24,520
TOTAL: $210,698 $705,173 $511,378
Applications Received: 65 235 206
Residential:

New Single Family Residential Permits
Issued: 2 9 8
New Accessory Structures Issued: 17 75 66
Addition / Alteration Permits Issued: 6 25 35
Reroof / Water Well / Grading Permits
Issued: 15 44 48
Plumbing/Mechanical/Electrical
Permits Issued: 24 59 43
Demolition Permits Issued: 3 10 11
Non-Residential:

New Permits Issued: 1 1 0
TOTAL Permits Issued (2) 68 223 211
Inspections Performed: 767 2004 2,073
Footnotes:
1Valuation: For permitted projects during this period.
2 The total permits issued for each Fiscal Year reflect totals through the corresponding month

PLAN CHECK

INSPECTIONS

REVENUE

PERMITS
Sep-24

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Staff Level Reviews
Planning Commission Items
Plan Review
TOTAL 8 24 10 65
Planning Projects
September 1, 2024 to September 30, 2024
Inspections
This Month
Activity Activity
Fiscal Year to Date
Arborist Activity Summary
September 1, 2024 to September 30, 2024
Site Visits
Town of Atherton
Building Safety & Inspection
Tree Removal Info. / Consu / C.E
At the September 25, 2024 Planning Commission regular meeting the following occured.

Public Hearing

1A . Consideration of a Tree Protection Zone Exception (PTPZ24-00005) for a sports court (pickleball court) at 60 Middlefield Road. The Commission received a presentation from Staff, the Town Arborist, and the Applicant.

The Commission voted to APPROVE the tree protection zone exception. 1B . Consideration of a Tree Protection Zone Exception (PTPZ24-00004) for an addition to an existing main residence at 168 Heather Drive. The Commission received a presentation from Staff, the Town Arborist, and the Applicant. The Commission voted to APPROVE the tree protection zone exception, with slight modifications to the Certificate of Approval to remove language related to heritage tree removals. 1C. Request for a Variance to maintain a pre-constructed accessory structure (sports court) within the required side setback at 71 Selby Lane. Commission received a presentation from Staff and the Applicant. The Commission requested that reviewers across departments better collaborate to avoid confusion for applicants and staff and prevent future errors in approvals and recommended that the Applicant receive a reimbursement for the variance application and review. The Commission voted to APPROVE the variance.

The next scheduled Planning Commission meeting is October 23, 2024 15 3
41 11

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Summary of New Single Family Residential Permits Issued by Month 2024 2023 2022 2021 2020 2019
5 1 1 0 1 4
3 0 1 2 1 1
2 0 2 5 0 1
1 4 2 3 0 1
2 0 4 1 3 1
0 3 3 4 2 1
Jan. to June Totals 13 8 13 15 7 9
2 1 3 2 4 1
5 3 2 2 5 5
2 4 2 3 2 3
0 3 1 1 1
0 1 3 3 1
2 2 1 3 1
July to Dec Totals 9 10 13 12 18 12
22 18 26 27 25 21
Project
Type
No of
Plan
Checks
Average
Review
Days
Target
**
Overdue
Plan
Checks
86 9 10 0
112 4 5 0
12 2 3 0
0 0 0 0
Total Number of Plan Checks 210
** 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
September 1, 2024 to September 30, 2024
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

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Summary Graphs
60 89
49 36 58 62 90 71 89 76
95 75 65
91 60 66 52 78 65 82 55 50 62 53
105 68
688
792
530 520 509
532
566
514
548
543 522
715
767
0 100
200
300
400
500
600
700
800
900
Counts
Plan Checks, Permits, Inspections
PC
Permits
Inspections
$23,986,693
$5,757,652
$4,870,184
$7,844,090
$20,521,301
$12,970,492
$15,725,004
$9,041,275
$4,550,746
$8,500,073
$1,907.582
$49,730,313
$29,398,259
$0
$10,000,000
$20,000,000
$30,000,000
$40,000,000
$50,000,000
$60,000,000
Valuation

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Summary Graphs
$302,015
$95,907
$127,197
$120,809
$233,830
$9,523,256
$187,126
$210,803
$99,535
$145,756
$187,509
$385,239
$172,902
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
Fees
$37,972
$166,641
$500,560 $705,173
$132,080
$530,400
$1,528,800
$2,191,280
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
Other Plan Check Fees Permit Fees Total
YTD vs. Budgeted
FYTD 24-25
Budgeted 23-24

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Town of Atherton
Summary of ADU's - JADU's - SFR,
Entitled, Permitted, Finaled
February 1, 2023 to February 28, 2023 February 1, 2023 to February 28, 2023 Feb March April June Total July Aug Oct Nov Dec Total Totals Entitled ADU 2 2 3 2 14 2 2 6 20
Pemitted ADU 5 3 4 1 3 2 18 3 12 3 18 36
Finaled ADU 1 1 4 0 2 0 8 3 2 1 6 14
Entitled JADU 0 0 1 0 1 0 1 1 2
Pemitted JADU 2 1 0 1 5 0 1 2 7
Finaled JADU 0 0 0 0 1 0 0 0 1
Entitled SFR 2 3 3 2 1 2 13 3 3 2 8 21
Permitted SFR 3 2 1 0 13 2 5 9 22
Finaled SFR 3 0 3 1 9 2 0 2 11
2022 2023 2024 2025 2026 2027
Entitled ADU 53 35
Pemitted ADU 25 44
Finaled ADU 17 24
Entitled JADU 10 9
Pemitted JADU 5 8
Finaled JADU 0 2
Entitled SFR 20 17
Permitted SFR 26 18
Finaled SFR 17 29
0 0
0 0
1 0
2 2
Sept
2 2
May
1 0
2 Jan
4 0
5 1
1

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Project Address Issue Date CTL Deadline Adjusted CTL ** Penalties Pd. Est. Completion 202 Atherton Ave 3/29/2021 3/29/2024 8/15/2024 $30,000 6/1/2025 90 Almendral Ave 4/14/2021 4/14/2024 8/31/2024 $30,000 12/31/2024 Total Penalties Deposited: $60,000
NOTE: Penalties do not become revenue to the Town until all appeals have been exhausted. * Under new modified ordinance. Additional Penalty fees due ** Covid-19 CTL adjustments due to shutdown.

Year Amount Forfieted
2015 thru 2018 $511,200.00
2019 $307,200.00
2020 $329,600.00
2021 $333,000.00
2022 $835,200.00
2023 $559,000.00
2024 $780,000.00
Total to Date $3,655,200.00
Town of Atherton
Building Safety & Inspection
Active Construction Time Limit Penalties
September 1, 2024 to September 30, 2024
Forfieted Construction Time Limit Penalties

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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, two (2) Code Enforcement Officers, a Community Services Officer, 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 September 2024
During this reporting period, there were 55 investigations. Of that total, 21 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, misdemeanor warrant, felony warrant, driving under the influence of alcohol, trespassing, possession of stolen property, possession of paraphernalia, possession of a controlled substance, petty theft, grand theft, possession of a weapon (non-firearm) on school campus, trespass on school campus, violation of probation, minor in possession of liquor, contributing to the delinquency of a minor, and felony embezzlement.

Of the 2,347 total police incidents for the month, 1,579 were officer-initiated incidents. These incidents resulted in 734 citations being issued for vehicle code and other violations. Officers initiated 1,212 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.

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Traffic Incidents
Overall, there were 360 traffic incident locations, some with multiple stops, for the reporting period. The map below indicates the locations of the incidents for this reporting period.

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Traffic Collisions
There were 17 collision locations during this reporting period. The map below indicates the locations of the incidents for the reporting period.

Traffic Complaints
The Atherton Police Department did not receive any traffic complaints for the month of September.

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Bicycle Traffic Stops
There were 6 bicycle related calls initiated during September. 5 calls were for improper lighting and those resulted with verbal warnings. One call was an investigative consensual incounter.

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Criminal Activity and Suspicious Circumstances
The Department responded to 127 locations (some locations multiple times) for property crimes (21), person crimes (7), and incidents of suspicious circumstances (102).

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Municipal Code Violations
The Department responded to approximately 24 incidents/calls for service regarding municipal code violations. Those incidents included but were not limited to construction work hour violations, construction parking violations, right-of-way encroachments and obstructions, nonpermitted work on private/public property, overgrown/non-maintained vegetation, mobile food vendors, free speech/real estate/construction signs, animal nuisances, zoning questions/violations, unmaintained properties, fire damaged structures, neighbor disputes, and heritage tree concerns.

Holbrook Palmer Park
Holbrook Palmer Park had 87 incidents during this reporting period, 83 of which were security checks, foot patrols by officers, and closing/opening the park. The other incidents were for an ordinance violation, a welfare check, and suspicious vehicles.

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Premise Watch
Officers completed 870 House/Vacation checks during the reporting period.

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

Incidents of note from this reporting period:
• Between 09/04 – 09/06, the SRO investigated multiple thefts. • On 09/09, the SRO investigated a student under the influence of alcohol. The student was later released to their guardian.
• On 09/10, a non-student was found trespassing on a school campus. The subject was intoxicated and had a knife in his possession. The subject was arrested for trespassing and having a weapon on campus.
• On 09/12, the SRO investigated a student in possession of an alcoholic beverage and a report was sent to the juvenile district attorney.
• On 09/26, the SRO investigated a threat of violence against a school campus and the threat was deemed invalid.

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

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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 4 1:30 <4 minutes
Medium 371 4:50 <6 minutes
Low 254 4:22 <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
August 2024 5:50
July 2024 6:00
June 2024 3:50
May 2024 5:51
April 2024 4:51
March 2024 5:38

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Total Training Hours for the Reporting Period: 396 HOURS

NAME TRAINING/HOURS DATES
Allen WLLE 2024/13 hours Sept. 4 – 6
Larsen WLLE 2024/13 hours Sept. 4 – 6
Metzger SLI Session 7/24 hours Sept. 5 – 7
Tartour CCUG Conf 2024/32 hours Sept. 9 – 13
Shum CISM Training/32 hours Sept. 12 - 15
All Sworn Staff Perishable Skills/12 hours Sept. 24 or 26 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
September 1,579 734
August 1,735 632
July 1,634 639
June 1,142 496
May 1,371 522
April 1,273 282

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Code Enforcement Activity Report
Summary:

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2022 2023 2024
January $ 3,932,174 $ 2,554,000 $ 1,283,765
February $ 1,535,792 $ 1,487,835 $ 1,581,542
March $ 2,338,442 $ 1,391,045 $ 1,715,865
April $ 7,114,054 $ 1,563,462 $ 1,935,667
May $ 1,895,271 $ 1,470,060 $ 1,978,239
June $ 2,452,489 $ 1,814,801 $ 1,208,355
July $ 3,336,861 $ 3,169,593 $ 3,965,335
August $ 2,254,058 $ 1,800,461 $ 3,403,932
September $ 1,722,938 $ 1,887,973 $ 1,681,357
October $ 1,495,823 $ 2,030,807
November $ 1,317,065 $ 2,505,689
December $ 2,051,605 $ 2,157,727
$ 31,446,572 $ 23,833,453 $ 18,754,057
Town of Atherton
3-Year Monthly Claims Table
January February March April May June July August September October November December 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 $2,505,689 $2,157,727 2024 $1,283,765 $1,581,542 $1,715,865 $1,935,667 $1,978,239 $1,208,355 $3,965,335 $3,403,932 $1,681,357 $-
$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

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ITEM NO. 9

TOWN OF ATHERTON
CLAIMS LIST SEPTEMBER 2024
Previous Yr.

September
2024
September
2023
A/P Checks (#34568-34721)
Payroll Checks (#635-635)
Direct Deposit - Payroll
Electronic Transfer - A/P & Payroll
Amount
$ 980,547
880
341,760
358,170
Amount
$1,178,495
871
363,260
345,347
SEPTEMBER 2024 Total $ 1,681,357 $1,887,973
I, George Rodericks, City Manager of the Town of Atherton, do hereby certify that the demand listed above, check numbers 635-635 (payroll), and 34568-34721 (accounts payable), and electronic transfers for employees direct deposits, federal payroll taxes and fees, inclusive, amount to $ 1,681,357 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 635-635 (payroll), and 34568-34721 (accounts payable), and electronic transfers for employees direct deposits, federal payroll taxes and fees, inclusive, amount to $ 1,681,357 are true and correct and are authorized for payment. _______________________________
D. Hawkins-Manuelian
Mayor, Town of Atherton

SOURCE OF FUNDS
September
2024
September
2023
101 General Fund $ 1,193,405 $1,444,724
105 Tennis Fund 856 1,630
201 Special Tax 8,055
202 Measure A 21,196
203 Gas Tax 31,955
204 Measure M 39,737
213 Library Fund 12,513 25,930
401 GF Projects 288,765 318,416
403 Ath Channel Drainage Dt 509
610 Equipment Replacement 50,509 10,160
614 Worker’s Comp Insurance 96,883
615 General Liability Fund 2,118 9,214
616 Employee Benefits Funds 6,548 6,207
TOTAL $ 1,681,357 $1,887,973 Page 56 of 433
Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 34568 ADO PROFESSIONAL SOLUTIONS INC. 9/5/2024 13294555 General Fund DPW-Park Program Event Management Temp Support J. Banson Aug 2024 1,632.00 34568 Total 1,632.00
34569 AFLAC 9/5/2024 501-08-2024 General Fund PR Batch 00501.08.2024 Aflac Accident (Pre-Tax) 209.16 34569 AFLAC 9/5/2024 501-08-2024 General Fund PR Batch 00501.08.2024 Aflac Cancer Ins(Pre-Tax) 48.51 34569 AFLAC 9/5/2024 501-08-2024 General Fund PR Batch 00501.08.2024 Aflac Dental Plan (Pre-Tax) 28.02 34569 AFLAC 9/5/2024 501-08-2024 General Fund PR Batch 00501.08.2024 Aflac Hosp. Conf. Id (Pre-Tax) 64.32 34569 AFLAC 9/5/2024 501-08-2024 General Fund PR Batch 00501.08.2024 Aflac Hosp.Conf.Id (After-Tax) 19.26 34569 AFLAC 9/5/2024 501-08-2024 General Fund PR Batch 00501.08.2024 Aflac Life Emp (After -Tax) 38.40 34569 AFLAC 9/5/2024 501-08-2024 General Fund PR Batch 00501.08.2024 Aflac Speci Health (After-Tax) 6.63 34569 AFLAC 9/5/2024 501-08-2024 General Fund PR Batch 00501.08.2024 Aflac Speci Health (Pre-Tax) 53.34 34569 AFLAC 9/5/2024 501-08-2024 General Fund PR Batch 00501.08.2024 Aflac STD (After-Tax) 508.68 34569 AFLAC 9/5/2024 501-08-2024 General Fund PR Batch 00501.08.2024 Aflac Vision Plan(Pre-Tax) 16.99 34569 AFLAC 9/5/2024 502-08-2024 General Fund PR Batch 00502.08.2024 Aflac Accident (Pre-Tax) 209.16 34569 AFLAC 9/5/2024 502-08-2024 General Fund PR Batch 00502.08.2024 Aflac Cancer Ins(Pre-Tax) 48.51 34569 AFLAC 9/5/2024 502-08-2024 General Fund PR Batch 00502.08.2024 Aflac Dental Plan (Pre-Tax) 28.02 34569 AFLAC 9/5/2024 502-08-2024 General Fund PR Batch 00502.08.2024 Aflac Hosp. Conf. Id (Pre-Tax) 64.32 34569 AFLAC 9/5/2024 502-08-2024 General Fund PR Batch 00502.08.2024 Aflac Hosp.Conf.Id (After-Tax) 19.26 34569 AFLAC 9/5/2024 502-08-2024 General Fund PR Batch 00502.08.2024 Aflac Life Emp (After -Tax) 38.40 34569 AFLAC 9/5/2024 502-08-2024 General Fund PR Batch 00502.08.2024 Aflac Speci Health (After-Tax) 6.63 34569 AFLAC 9/5/2024 502-08-2024 General Fund PR Batch 00502.08.2024 Aflac Speci Health (Pre-Tax) 53.34 34569 AFLAC 9/5/2024 502-08-2024 General Fund PR Batch 00502.08.2024 Aflac STD (After-Tax) 508.68 34569 AFLAC 9/5/2024 502-08-2024 General Fund PR Batch 00502.08.2024 Aflac Vision Plan(Pre-Tax) 16.99 34569 Total 1,986.62
34570 AIR TREATMENT CORPORATION 9/5/2024 FS217625 General Fund DPW-Building Maint.

Perform Multistack Front Inside Lower Coil Leak Repair Town Center Aug 2024 15,918.96
34570 Total 15,918.96
34571 ARC 9/5/2024 12572216 General Fund Building Document Scanning (1088) Large & (10523) Small Format Bldg Aug 2024 2,532.14 34571 Total 2,532.14
34572 AT&T CALNET 3 9/5/2024 000022205463 General Fund Police BAN ACCT #939161602 PD 7/27/24 -8/26/24 639.96 34572 Total 639.96
34573 BRIGHTVIEW LANDSCAPE SERVICES INC. 9/5/2024 9038198 General Fund DPW-Building Maint. Landscape Maint Svcs Facilities Sep 2024 1,902.08 34573 BRIGHTVIEW LANDSCAPE SERVICES INC. 9/5/2024 9038198 Library Fund Landscape Maint Svcs Library Sep 2024 2,258.33 34573 BRIGHTVIEW LANDSCAPE SERVICES INC. 9/5/2024 9038278 General Fund DPW-Park Maint. Landscape Maint Svcs HP Park Sep 2024 18,823.17 34573 BRIGHTVIEW LANDSCAPE SERVICES INC. 9/5/2024 9038278 Tennis Fund Landscape Maint Svcs Tennis Court Sep 2024 855.92 34573 BRIGHTVIEW LANDSCAPE SERVICES INC. 9/5/2024 9038361 General Fund DPW-Street Maint. Landscape Maint Svcs El Camino Real Sep 2024 2,600.00 34573 Total 26,439.50
34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund DPW-Park Program 150 Watkins (Fire Protection) 8/1/24 -8/31/24 40.94 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund DPW-Park Program 150 Watkins (Little League/Drinking Fountain) 7/25/24 -8/21/24 149.82 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund DPW-Park Program 150 Watkins 7/25/24 -8/21/24 680.74 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund Administration 80 Fair Oaks (2 Meter) Admin 7/3/24 -7/31/24 33.67 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund Building 80 Fair Oaks (2 Meter) Bldg 7/3/24 -7/31/24 33.67 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund Police 80 Fair Oaks (2 Meter) PD 7/3/24 -7/31/24 404.02 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund Planning 80 Fair Oaks (2 Meter) Plng 7/3/24 -7/31/24 33.67 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund DPW-Engineering 80 Fair Oaks (2 Meter) PW 7/3/24 -7/31/24 33.66 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund Administration 80 Fair Oaks Admin 7/3/24 -7/31/24 34.31 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund Building 80 Fair Oaks Bldg 7/3/24 -7/31/24 34.31 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund Police 80 Fair Oaks PD 7/3/24 -7/31/24 411.74 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund Planning 80 Fair Oaks Plng 7/3/24 -7/31/24 34.31 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund DPW-Engineering 80 Fair Oaks PW 7/3/24 -7/31/24 34.31 Checks by Date - Detail by Check Number
For the Month of September 2024

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Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund DPW-Street Maint. Alameda/Atherton 7/3/24 -7/31/24 337.95 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund DPW-Street Maint. El Camino Real M#62327517 7/3/24 -7/31/24 337.95 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 General Fund DPW-Street Maint. El Camino Real M#62514200 7/25/24 -8/21/24 340.26 34574 CAL WATER SERVICE 9/5/2024 4726166666/Aug2024 Library Fund Library 7/3/24 -7/31/24 2,358.31 34574 Total 5,333.64
34575 CALIFORNIA STATE DISBURSEMENT UNIT 9/5/2024 501-09-2024FR General Fund PR Batch 00501.09.2024 Garnishment 323.07 34575 CALIFORNIA STATE DISBURSEMENT UNIT 9/5/2024 501-09-2024NT General Fund PR Batch 00501.09.2024 Garnishment 177.69 34575 Total 500.76
34576 CHATTERJEE SANDEEP 9/5/2024 31 General Fund Administration Leaf Blower Rebate S. Chatterjee Admin Aug 2024 250.00 34576 Total 250.00
34577 CHAVEZ CONSTRUCTION COMPANY 9/5/2024 BP22-00203 General Fund Refund Recycling Dep BP22-00203, 268 Catalpa 1,000.00 34577 Total 1,000.00
34578 CINTAS CORPORATION 9/5/2024 4202489159 General Fund Police (2) 4x6 Scraper, (3) 3x5 Traffic Mat, (3) 3x10 Mats PD Aug 2024 133.41 34578 CINTAS CORPORATION 9/5/2024 5227439344 General Fund Police First Aid Supplies PD Aug 2024 68.10 34578 CINTAS CORPORATION 9/5/2024 5227439397 General Fund DPW-Building Maint. First Aid Supplies PW Maint Aug 2024 98.46 34578 Total 299.97
34579 COMCAST BUSINESS 9/5/2024 0243773 08/2024 General Fund Interdepartmental Internet Service 8/10/24 -9/9/24 240.01 34579 Total 240.01
34580 DASCHBACH ELIZABETH 9/5/2024 34 General Fund Administration Leaf Blower Rebate E. Daschbach Admin Aug 2024 250.00 34580 Total 250.00
34581 DELTA DENTAL OF CALIFORNIA 9/5/2024 501-08-2024 General Fund PR Batch 00501.08.2024 Dental Ins 3,806.92 34581 DELTA DENTAL OF CALIFORNIA 9/5/2024 BE006209066 General Fund Dental Cobra J. Wade Sep 2024 182.56 34581 Total 3,989.48
34582 EISNER NOAH 9/5/2024 30 General Fund Administration Leaf Blower Rebate N. Eisner Admin Aug 2024 250.00 34582 Total 250.00
34583 FASTSIGNS OF REDWOOD CITY 9/5/2024 395-54951 General Fund Police (2) Alarm Signs PD Aug 2024 76.92 34583 Total 76.92
34584 FRANCHISE TAX BOARD 9/5/2024 501-09-2024 General Fund PR Batch 00501.09.2024 FTB-Earning withholding order 75.00 34584 FRANCHISE TAX BOARD 9/5/2024 502-08-2024 General Fund PR Batch 00502.08.2024 FTB-Earning withholding order 75.00 34584 Total 150.00
34585

GREAT AMERICA FINANCIAL SERVICES
CORPORATION 9/5/2024 37336445 General Fund Building (1/3) Lease Toshiba e-Studio5015AC Copier Bldg Aug 2024 491.67 34585

GREAT AMERICA FINANCIAL SERVICES
CORPORATION 9/5/2024 37336445 General Fund DPW-Engineering (1/3) Lease Toshiba e-Studio5015AC Copier PW Eng Aug 2024 491.67 34585

GREAT AMERICA FINANCIAL SERVICES
CORPORATION 9/5/2024 37336445 General Fund Planning (1/3) Lease Toshiba e-Studio5015AC Copier Plng Aug 2024 491.66 34585 Total 1,475.00
34586 ICON ENTERPRISES INC. 9/5/2024 291564 General Fund Interdepartmental CivicPlus Hosting & Support Annual Fee 2/1/24 -1/31/25 7,577.69 34586 ICON ENTERPRISES INC. 9/5/2024 291564 General Fund Interdepartmental CivicPlus Website Media Center Storage Fee 2/1/24 -1/31/25 1,832.04 34586 ICON ENTERPRISES INC. 9/5/2024 291564 General Fund Interdepartmental CivicPlus SSL Certificate Fee 2/1/24 -1/31/25 166.17 34586 ICON ENTERPRISES INC. 9/5/2024 291564 General Fund Interdepartmental CivicSend Annual Renewal 2/1/24 -1/31/25 1,822.89 34586 Total 11,398.79
34587 KIMLEY-HORN & ASSOC INC 9/5/2024 29077309 GF Projects Alameda De Las Pulgas Corridor Jul 2024 16,103.24 34587 Total 16,103.24
34588 KOLOZSI BRYAN 9/5/2024 33 General Fund Administration Leaf Blower Rebate B. Kolozsi Admin Aug 2024 199.00 34588 Total 199.00
34589 KWOK BILL or PATRICIA 9/5/2024 32 General Fund Administration Leaf Blower Rebate P. Kwok Admin Aug 2024 250.00 34589 Total 250.00
34591 ODP BUSINESS SOLUTIONS LLC 9/5/2024 377118903001 General Fund Building (4/3) Pencil Pouch, (1/3) bx Staple, (1/3) dz Pen, (1/3) pk Filter Bldg Aug 2024 18.61 34591 ODP BUSINESS SOLUTIONS LLC 9/5/2024 377118903001 General Fund DPW-Engineering (4/3) Pencil Pouch, (1/3) bx Staple, (1/3) dz Pen, (1/3) pk Filter PW Eng Aug 2024 18.61

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Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 34591 ODP BUSINESS SOLUTIONS LLC 9/5/2024 377118903001 General Fund Planning (4/3) Pencil Pouch, (1/3) bx Staple, (1/3) dz Pen, (1/3) pk Filter Plng Aug 2024 18.61 34591 ODP BUSINESS SOLUTIONS LLC 9/5/2024 382461628001 General Fund DPW-Park Program (1) ct Wet Refill Cloths Park Aug 2024 15.96 34591 Total 71.79
34592 PACIFIC PENINSULA ARCHITECTURE 9/5/2024 BP22-00792 General Fund Refund Recycling Dep BP22-00792, 10 Faxon 1,000.00 34592 Total 1,000.00
34593 PG&E 9/5/2024 PGE-MTPL/Aug2024 General Fund DPW-Park Maint. Acct0896302362-0 160 Watkins (GH) 7/23/24 -8/21/24 386.63 34593 PG&E 9/5/2024 PGE-MTPL/Aug2024 General Fund DPW-Street Maint. Acct3457969588-2 El Camino/Atherton Signal 7/23/24 -8/21/24 130.46 34593 PG&E 9/5/2024 PGE-MTPL/Aug2024 General Fund DPW-Street Maint. Acct7086226696-5 NE Cor Marsh/Middlefield Rd 7/18/24 -8/16/24 46.85 34593 PG&E 9/5/2024 PGE-MTPL/Aug2024 General Fund DPW-Street Maint. Acct8029699924-8 330 El Camino (Beacon Lights) 8/19/24 -8/19/24 57.09 34593 PG&E 9/5/2024 PGE-MTPL/Aug2024 General Fund DPW-Street Maint. Acct9291302548-9 Dinkelspiel (Corp Ofc/Storage) 7/22/24 -8/20/24 116.38 34593 Total 737.41
34594 PLAN JPA 9/5/2024 INV0031 General Liability Fund GL Claims# 4A230521TQH-0001 May 2024 1,019.00 34594 Total 1,019.00
34595 QUENCH USA INC. 9/5/2024 INV07875693 General Fund Police Drinking Water Srv PD 9/1/24 -10/1/24 125.19 34595 Total 125.19
34596 SAN MATEO CNTY FORENSIC LAB 9/5/2024 PS-INV104618 General Fund Police Contribution Crime Lab Flat Fee PD FY 2024/25 5,955.69 34596 Total 5,955.69
34597 SAN MATEO DAILY JOURNAL 9/5/2024 13863 General Fund City Council Legal Ad Notice of Facts Election Council Aug 2024 792.00 34597 Total 792.00
34598 SINHA SIDDHARTH 9/5/2024 29 General Fund Administration Leaf Blower Rebate S. Sinha Admin Aug 2024 250.00 34598 Total 250.00
34599 THE CITIES GROUP 9/5/2024 8262024 Worker's Comp Insurance Safety/Compliance Program Assessment 7/1/24 -12/31/24 2,528.49 34599 THE CITIES GROUP 9/5/2024 8262024 Worker's Comp Insurance Worker's Comp Assessment 7/1/24 -12/31/24 94,354.77 34599 Total 96,883.26
34600 VISION SERVICE PLAN 9/5/2024 821110186 General Fund Vision Cobra J. Wade Sep 2024 32.46 34600 VISION SERVICE PLAN 9/5/2024 501-08-2024 General Fund PR Batch 00501.08.2024 Vision Insurance 789.56 34600 Total 822.02
34601 WILLDAN ENGINEERING 9/5/2024 00628276 Special Tax 2022 Annual CIP Pavement Rehab Project Jul 2024 2,968.50 34601 WILLDAN ENGINEERING 9/5/2024 00628277 Special Tax Fair Oaks Ln/Lloyden Dr Civil Design Jul 2024 3,256.00 34601 WILLDAN ENGINEERING 9/5/2024 00628279 Ath Channel Drainage Dt Atherton Channel Storm Drainage Assessment Jul 2024 509.28 34601 Total 6,733.78
34602 ADO PROFESSIONAL SOLUTIONS INC. 9/12/2024 13300748 General Fund DPW-Park Program Event Mgmt Temp Admin Assist J. Banson HP Park Aug 2024 1,056.00 34602 Total 1,056.00
34603 ASSOCIATION OF BAY AREA GOVERNMENTS 9/12/2024 AR036349 General Fund DPW-Park Program 150 Watkins 7/24/24 -8/22/24 5.72 34603 ASSOCIATION OF BAY AREA GOVERNMENTS 9/12/2024 AR036349 General Fund DPW-Park Program 150 Watkins HP Activity Bldg 7/24/24 -8/22/24 7.07 34603 ASSOCIATION OF BAY AREA GOVERNMENTS 9/12/2024 AR036349 General Fund DPW-Park Program 150 Watkins HPActivity Bldg True-Up Allocation 7/24/24 -8/22/24 95.77 34603 ASSOCIATION OF BAY AREA GOVERNMENTS 9/12/2024 AR036349 General Fund DPW-Park Program 150 Watkins True-Up Allocation 7/24/24 -8/22/24 95.77 34603 ASSOCIATION OF BAY AREA GOVERNMENTS 9/12/2024 AR036349 General Fund DPW-Park Maint. 160 Watkins (GH) True-Up Allocation 7/24/24 -8/22/24 95.78 34603 ASSOCIATION OF BAY AREA GOVERNMENTS 9/12/2024 AR036349 General Fund DPW-Park Maint. 160 Watkins (Gilmore House) 7/24/24 -8/22/24 87.62 34603 ASSOCIATION OF BAY AREA GOVERNMENTS 9/12/2024 AR036349 General Fund DPW-Street Maint. 99 Dinkenspiel Corp Yard 7/24/24 -8/22/24 9.03 34603 ASSOCIATION OF BAY AREA GOVERNMENTS 9/12/2024 AR036349 General Fund DPW-Street Maint. 99 Dinkenspiel Corp Yard True-Up 7/24/24 -8/22/24 95.78 34603 Total 492.54
34604 AUMAN FRANK 9/12/2024 82324 General Fund Refund Park Dep Inv #82324, 8/23/24 1,200.00 34604 Total 1,200.00
34605 BIANCHINI'S CATERING 9/12/2024 48809 General Fund Police Breakfast for Sergeant Testing Process PD 9/11/2024 246.50 34605 BIANCHINI'S CATERING 9/12/2024 48815 General Fund Police Lunch for Sergeant Testing Process PD 9/11/2024 193.80 34605 Total 440.30
34606

CAL-WEST LIGHTING & SIGNAL MAINTENANCE
INC. 9/12/2024 240717 General Fund DPW-Street Maint. Traffic Signal Maint Svc & Materieals Used Jul 2024 234.70 34606

CAL-WEST LIGHTING & SIGNAL MAINTENANCE
INC. 9/12/2024 240718 General Fund DPW-Street Maint. Street Light Svc Call 101-105 Burn Ave & 19 & 52 Adams Way Jul 2024 15,821.60 34606 Total 16,056.30

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Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 34607 CAPITAL PROGRAM MANAGEMENT INC 9/12/2024 23-13-07 GF Projects PM Upper Atherton Channel Relining Project Aug 2024 3,552.00 34607 Total 3,552.00
34608 CHUTE DAVID 9/12/2024 110 General Fund Refund Park Dep Inv #110, 8/24/24 600.00 34608 Total 600.00
34609 CINTAS CORPORATION 9/12/2024 4204026064 General Fund Police (2) 4x6 Scraper, (3) 3x5 Traffic Mat, (3) 3x10 Traffic Mat PD Sep 2024 133.41 34609 Total 133.41
34610 CITY OF REDWOOD CITY 9/12/2024 654009 General Fund DPW-Street Maint. Fuel Charges PW Street Maint Jul 2024 33.29 34610 CITY OF REDWOOD CITY 9/12/2024 654010 General Fund Police Removed Rear Cage & Seat 2014 Ford Taurus PD Aug 2024 589.48 34610 CITY OF REDWOOD CITY 9/12/2024 654010 General Fund Police PM A Svc Ford Explorer PD Aug 2024 333.91 34610 CITY OF REDWOOD CITY 9/12/2024 654010 General Fund Police Removed Computer Assemblies & Monitor Ford Explorer PD Aug 2024 515.80 34610 CITY OF REDWOOD CITY 9/12/2024 654010 General Fund Police Removed Rear Equip Retainers Ford Explorer PD Aug 2024 221.06 34610 CITY OF REDWOOD CITY 9/12/2024 654010 General Fund Police PM Express Svc Toyota Camry PD Aug 2024 148.05 34610 Total 1,841.59
34611 COMMERCIAL CONTROLS CORPORATION 9/12/2024 11949 General Fund Police Building Systems Support & Maintenance PD Sep 2024 3,202.00 34611 Total 3,202.00
34612 CORENET GLOBAL 9/12/2024 30 General Fund Refund Park Dep Inv#30, 8/9/24 615.00 34612 Total 615.00
34613 DAUM NANCY 9/12/2024 02FR General Fund Refund Park Dep Inv#02FR, 8/21/24 1,230.00 34613 Total 1,230.00
34614 DMV RENEWAL 9/12/2024 APDDARE General Fund Police DMV Renwal 1966 Ford Mustang DARE Veh PD 11/20/24 -11/19/25 202.00 34614 Total 202.00
34615 DOUGLAS CHUNG KIM 9/12/2024 2844 GF Projects PM Svc ECR Complete Streets Project Aug 2024 3,300.00 34615 DOUGLAS CHUNG KIM 9/12/2024 2845 GF Projects PM Svc Selby Bicycle Ln Project Aug 2024 1,550.00 34615 Total 4,850.00
34616 DYNASTY CLEANERS 9/12/2024 Aug-24 General Fund Police Dry Cleaning Services-Uniforms PD Aug 2024 1,028.95 34616 Total 1,028.95
34617 EMBARCADERO MEDIA 9/12/2024 81820 General Fund Planning Legal Ad Notice Ordinace Plng Aug 2024 840.00 34617 EMBARCADERO MEDIA 9/12/2024 81820 General Fund Administration Legal Ad Public Hearing Notices Admin Aug 2024 665.00 34617 Total 1,505.00
34618 FLAMINGDOGS LLC 9/12/2024 1291 General Fund Police (235) Hot Doags,Cheeseburgers & Condiments Bike Rodeo Event PD 9/21/24 990.36
34618 FLAMINGDOGS LLC 9/12/2024 1292 General Fund Police (235) Assorted Chips, (235) Battled Water Bike Rodeo Event PD 9/21/24 309.30 34618 Total 1,299.66
34619 FURNESS LINDA 9/12/2024 002JB General Fund Refund Park Dep Inv #002JB, 8/23/24 615.00 34619 Total 615.00
34620 HILLSPIRE LLC 9/12/2024 17 General Fund Refund Park Dep Inv#17, 8/8/24 600.00 34620 Total 600.00
34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 1381/8-22-24FR General Fund Administration Bottled Water for Performer 33.70 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 1381/8-22-24FR General Fund Administration Foods for Performer 162.76 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 1381/8-22-24FR General Fund Administration Foods for Jeanette's Baby Shower 370.90 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 1381/8-22-24FR General Fund Administration (1) Jacket, (1) Polo Shirt w/Town Logo for IT Aiden 120.35 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 1381/8-22-24FR General Fund Administration Pantry Items for Break Room/Council Chambers 56.25 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 1381/8-22-24FR General Fund Administration Pantry Items for Break Room/Council Chambers 59.71 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 1381/8-22-24FR General Fund Administration Certificate Frames 20.99 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 1381/8-22-24FR General Fund Administration Pantry Items for Break Room/Council Chambers 112.58 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 1381/8-22-24FR General Fund Administration Pantry Items for Break Room/Council Chambers 251.50 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 1381/8-22-24FR General Fund Administration Drycleaning Table cloths 302.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 1381/8-22-24FR General Fund Administration Pantry Items for Break Room/Council Chambers 180.24 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 1381/8-22-24FR General Fund Administration Pantry Items for Break Room/Council Chambers 5.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 1381/8-22-24FR General Fund Administration (2) Polo Shirt w/Town Logo W. Burse 104.91 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3663/8-22-24JF General Fund Police (1) Otterbox Phone Case Chief S. McCulley PD Jul 2024 40.74

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Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3663/8-22-24JF General Fund Police (2) Shirts G. Dutta PD Aug 2024 116.10 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3663/8-22-24JF General Fund Police (5) pk Nespresso Capsules Dispatch PD Aug 2024 194.60 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3663/8-22-24JF General Fund Police Airfare WLLE Conf D. Allen PD 9/3/24 -9/6/24 309.96 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3663/8-22-24JF General Fund DPW-Park Maint. Service Call Dishwasher Gilmore House HP Park PD Aug 2024 48.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3663/8-22-24JF General Fund Police Dog Brushes/Combs Emmy J. Fong PD Aug 2024 28.32 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3663/8-22-24JF General Fund Police Dog Food Container Emmy J. Fong PD Aug 2024 21.13 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3663/8-22-24JF General Fund Police Flag Box Former Chief D. Moore -Deceased PD Aug 2024 55.11 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3663/8-22-24JF General Fund Police K9 Boarding Jessie D. Romero PD Aug 2024 245.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3663/8-22-24JF General Fund Police Dog Grooming Emmy J. Fong PD Jul 2024 108.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3850/8-22-24APD General Fund Police (3) Spray Paint PD Aug 2024 37.45 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3850/8-22-24APD General Fund Police (45) Meals PD Aug 2024 522.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3850/8-22-24APD General Fund Police Mailchimp 2500 Contacts ADAPT PD Jul 2024 51.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3850/8-22-24APD General Fund Police Fruit Healthy Snacks PD Aug 2024 55.31 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3850/8-22-24APD General Fund Police Fruit Healthy Snakcs PD Aug 2024 42.70 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3850/8-22-24APD General Fund Police Fruit Healthy Snacks PD Jul 2024 40.32 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3850/8-22-24APD General Fund Police Good Guys Membership PD Aug 2024 45.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3850/8-22-24APD General Fund Police K9 Boarding Jessie D. Romero PD 7/10/24 -7/18/24 304.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3850/8-22-24APD General Fund Police Lodging Cancelled WLLE PD Jul 2024 (215.81) 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3850/8-22-24APD General Fund Police Lodging SLI Session Trng D. Metzger PD 8/7/24 -8/10/24 519.39 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3850/8-22-24APD General Fund Police Car Show Reg Fee Mustang DARE Veh PD 8/23/24 -8/24/24 80.21 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3850/8-22-24APD General Fund Police Reg Fee Supervising a P/E Unit Trng J. Taylor PD 10/30/24 199.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 3850/8-22-24APD General Fund Police Reg Fee WLLE Conf D. Allen PD 9/3/24 -9/6/24 431.62 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 4525/8-22-24HL General Fund DPW-Building Maint. (1) Roller Blind Bldg Maint Aug 2024 97.32 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 4525/8-22-24HL General Fund DPW-Street Maint. (1) Safety Vest Street Maint Aug 2024 31.54 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 4525/8-22-24HL General Fund Building (1) Tape Measure Bldg Aug 2024 11.36 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 4525/8-22-24HL General Fund Building (2) Battle Angler Bldg Aug 2024 7.11 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 4525/8-22-24HL General Fund Planning (2/3) bx K-Cup Coffee, (2/3) Snacks Plng Jul 2024 33.65 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 4525/8-22-24HL General Fund Building (2/3) bx K-Cup Coffee, (2/3) Snacks Bldg Jul 2024 33.65 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 4525/8-22-24HL General Fund DPW-Engineering (2/3) bx K-Cup Coffee, (2/3) Snacks PW Eng Jul 2024 33.66 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 4525/8-22-24HL General Fund DPW-Building Maint. (1) pk Feminine Products for Lady's Restroom PW Aug 2024 29.99 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 4525/8-22-24HL General Fund DPW-Park Maint. (10 bx Nails for Hanging Pictures HPPark Jul 2024 8.73 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 4525/8-22-24HL General Fund DPW-Building Maint. (1) Soap Dispenser Wall Mount Bldg Maint Aug 2024 43.72 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 5762/8-22-24DL General Fund Police Airfare IACP Conf D. Larsen PD 10/18/24 -10/22/24 451.95 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 5762/8-22-24DL General Fund Police Fruit Healthy Snakcs PD Jul 2024 37.86 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 5762/8-22-24DL General Fund Police Investigation Svcs PD Aug 2024 75.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 5762/8-22-24DL General Fund Police Seat Assign IACP Conf D. Larsen PD 10/18/24 -10/22/24 34.99 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 5762/8-22-24DL General Fund Police Seat Assign IACP Conf D. Larsen PD 10/18/24 -10/22/24 34.99 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 5762/8-22-24DL General Fund Police Travel Ins IACP Conf D. Larsen PD 10/18/24 -10/22/24 35.23 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 7361/8-22-24GR General Fund City Council Business Meeting w/Mayor & Menlo Fire CM G. RodericksAug 2024 17.80 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 7361/8-22-24GR General Fund Administration 70K Maint Svc 2021 Rav4 Hybrid CM G. Rodericks Aug 2024 432.49 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 7361/8-22-24GR General Fund Administration Car Wash CM Auto Aug 2024 64.99 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 7361/8-22-24GR General Fund Administration Airfare CMA Conf CM G. Rodericks 9/20/24 -9/28/24 166.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 7361/8-22-24GR General Fund Administration Airfare CMA Conf CM G. Rodericks 9/20/24 -9/28/24 166.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 7361/8-22-24GR General Fund Administration Airfare CMA Conf CM G. Rodericks 9/20/24 -9/28/24 782.95 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 7361/8-22-24GR General Fund Administration (1) Remote Connect for CM Auto Aug 2024 80.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 7361/8-22-24GR General Fund Administration The Wall Street Journal CM G. Rodericks Aug 2024 38.99 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 7603/8-22-24EM General Fund Police Apple Monthly Stroage Fee E. Madrigal PD Aug 2024 0.99 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 7603/8-22-24EM General Fund Police (3) Disinfectant Wipes PD Jul 2024 49.50 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 7603/8-22-24EM General Fund Police (1) Spare Tire Tool Kit for Chevy Tahoes PD Aug 2024 60.60 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 7629/8-22-24CSM General Fund Finance (17) Budget Books FY 2025 Printing Fin Aug 2024 2,107.79 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 7629/8-22-24CSM General Fund Finance Parking Fee for Budget Books Printing Fin Jul 2024 2.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 9369/8-22-24AS General Fund Interdepartmental Adobe Subcription Jul 2024 599.75 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 9369/8-22-24AS General Fund Finance Budget Binders Fin Aug 2024 1,046.40

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Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 9369/8-22-24AS General Fund Interdepartmental Business DropBox Jul 2024 90.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 9369/8-22-24AS General Fund City Council Reg Fee League of CA Cities Conf Mayor D. Hawkins-Manuelian 700.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 9369/8-22-24AS General Fund Interdepartmental MicroSoft Storage & Security Lic A. Suber Aug 2024 1.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 9369/8-22-24AS General Fund Administration Office Supplies Admin Aug 2024 24.02 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 9369/8-22-24AS General Fund Administration Office Supplies Admin Aug 2024 37.21 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 9369/8-22-24AS General Fund Administration Team Lunch Admin Jul 2024 242.18 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 9369/8-22-24AS General Fund Interdepartmental VistaSocial.com A. Suber Aug 2024 30.00 34621 IMPAC. GOVERNMENT SERVICES 9/12/2024 9369/8-22-24AS General Fund Interdepartmental Zoom for Council Meeting Aug 2024 368.90 34621 Total 13,170.35
34622 INFINITY TECHNOLOGIES 9/12/2024 2800 General Fund Planning GIS Support Plng Aug 2024 660.00 34622 INFINITY TECHNOLOGIES 9/12/2024 2838 General Fund Interdepartmental IT Support Svcs Aug 2024 23,325.00 34622 Total 23,985.00
34623 IRON MOUNTAIN INC 9/12/2024 JSWC207 General Fund Police Onsite Shredding PD 7/24/24 -8/27/24 476.22 34623 Total 476.22
34624 LC ACTION POLICE SUPPLY LTD 9/12/2024 468569 Equipment Replacement Police (6) TLR-7 SubLight 69400 PD Sep 2024 908.64 34624 Total 908.64
34625 MCCULLEY STEVE 9/12/2024 8/27/2024 General Fund DPW-Park Maint. Exterior Paint Gilmore House HP Park PD Aug 2024 117.45 34625 Total 117.45
34626 METROPOLITAN PLANNING GROUP 9/12/2024 2004612 General Fund Planning Contract Planning Services Jun 2024 66,448.56 34626 Total 66,448.56
34627 MOUCHAWAR MARVIN TR 9/12/2024 BP23-00776 General Fund Refund Recycling Dep BP23-00776, 84 Lupin 1,000.00 34627 Total 1,000.00
34628 MYERS-STEVENS & TOOHEY CO. INC. 9/12/2024 1429367 General Fund Police Long-Term Disability Ins PD Oct 2024 362.50 34628 MYERS-STEVENS & TOOHEY CO. INC. 9/12/2024 1429367 General Fund Police Short-Term Disability Ins PD Oct 2024 362.50 34628 Total 725.00
34629 OKOBI EBELE 9/12/2024 824 General Fund Refund Park Dep Inv #824, 8/25/24 600.00 34629 Total 600.00
34630 PALADIN DRONES INC. 9/12/2024 1019 Equipment Replacement Police (1) The Advanced Package Annual Subcription Includes (1) EXT Module, (1) New M30T Drone, (1) Docking Station Connectivity for (1) Drone to WatchTower Annual Subscription PD 49,000.00
34630 Total 49,000.00
34631 PG&E 9/12/2024 56788311910/Aug2024 General Fund DPW-Park Program Activity Bldg 150 Watkins 7/29/24 -8/27/24 710.63 34631 PG&E 9/12/2024 56788311910/Aug2024 General Fund DPW-Park Program Modular Bldg 150 Watkins 7/29/24 -8/27/24 823.07 34631 PG&E 9/12/2024 56788311910/Aug2024 General Fund DPW-Park Maint. Pump150 Watkins 7/29/24 -8/27/24 1,139.22 34631 PG&E 9/12/2024 56788311910/Aug2024 General Fund DPW-Street Maint. Signal Marsh-Middlefield 7/24/24 -8/22/24 76.22 34631 PG&E 9/12/2024 56788311910/Aug2024 General Fund DPW-Street Maint. Signal Middlefield-Oak Grove 7/24/24 -8/22/24 94.75 34631 PG&E 9/12/2024 56788311910/Aug2024 General Fund DPW-Street Maint. Street Lights 7/30/24 -8/28/24 5,249.31 34631 Total 8,093.20
34632 PLAN JPA 9/12/2024 PLAN-0132 General Liability Fund GL Claim #4A230521TQH-0001 Aug 2024 1,099.20 34632 Total 1,099.20
34633 POWERDMS INC. 9/12/2024 INV-52739 General Fund Police Patrol Scheduling Software Subscription PD 8/1/24 -7/31/25 2,500.00 34633 Total 2,500.00
34634 SAN JOSE BMW/VESPA 9/12/2024 279668 General Fund Police Renew Front & Rear Tire, 6K Maint Srv, Renew Brake Fluid 2023 BMW PD Aug 2024 1,565.04
34634 SAN JOSE BMW/VESPA 9/12/2024 279691 General Fund Police Install Phone Charger 2023 BMW PD Sep 2024 157.50 34634 Total 1,722.54
34635 SAN MATEO CNTY CONTROLLERS OFFICE 9/12/2024 Aug-24 General Fund Allocation of Parking Penalties PD Aug 2024 87.50 34635 Total 87.50
34636 SCA OF CA LLC 9/12/2024 24000745 General Fund DPW-Street Maint. Street Sweeping Services Aug 2024 2,249.10 34636 Total 2,249.10
34637 SHARPLINE SOLUTIONS INC. 9/12/2024 3420 Measure A Installed Speed Cushions w/Hardware Aug 2024 21,195.86 34637 Total 21,195.86
34638 STANFORD EPS DEPARTMENT 9/12/2024 815 General Fund Refund Park Dep Inv#815, 8/15/24 600.00

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Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 34638 Total 600.00
34639 STANFORD UNIVERSITY 9/12/2024 001JB General Fund Refund Park Dep Inv#001JB, 8/22/24 1,230.00 34639 Total 1,230.00
34640 THE CITIES GROUP 9/12/2024 9052024 General Fund Group Life/ADD 7/1/24 -12/31/24 3,108.30 34640 THE CITIES GROUP 9/12/2024 9052024 General Fund LTD Program Assessment 7/1/24 -12/31/24 4,567.71 34640 Total 7,676.01
34641 TRIDENT K9 CONSULTING 9/12/2024 1617 General Fund Police (2) K9 Maint Trng Jessie D. Romero & Maverick I. Davidovich PD 8/7, 8/14, 8/21, & 8/28/24 1,200.00
34641 Total 1,200.00
34642 TURBO DATA SYSTEMS INC 9/12/2024 43762 General Fund Police Citation Processing PD Aug 2024 12.60 34642 TURBO DATA SYSTEMS INC 9/12/2024 43763 General Fund Police (10) Lease E-Cite PD Aug 2024 2,760.94 34642 TURBO DATA SYSTEMS INC 9/12/2024 43764 General Fund Police Traffic Citation Processing PD Aug 2024 990.00 34642 Total 3,763.54
34643 WEST COAST ARBORISTS INC. 9/12/2024 218454 General Fund DPW-Street Maint. Tree Maint Arborist Service Streets 7/1/24 -7/15/24 2,867.20 34643 WEST COAST ARBORISTS INC. 9/12/2024 218455 General Fund DPW-Park Maint. Tree Maint Service HP Parks 7/16/24 -7/31/24 9,420.00 34643 WEST COAST ARBORISTS INC. 9/12/2024 218597 General Fund DPW-Park Maint. Tree Maint Service HP Parks 8/1/24 -8/15/24 5,862.00 34643 Total 18,149.20
34644 WEST PUBLISHING CORPORATION 9/12/2024 850742590 General Fund Police CLEAR Proflex Subscription PD Aug 2024 206.00 34644 Total 206.00
34645 WEX BANK 9/12/2024 99530203 General Fund Police Fuel Charges PD 8/7/24 - 9/6/24 9,909.84 34645 Total 9,909.84
34646 WILLDAN ENGINEERING 9/12/2024 00628538 Special Tax 2022 Annual CIP Pavement Rehab Project Aug 2024 175.00 34646 WILLDAN ENGINEERING 9/12/2024 00628539 Special Tax Fair Oaks Ln/Lloyden Dr Civil Design Aug 2024 1,655.50 34646 Total 1,830.50
34647 WORKCARE INC 9/12/2024 WCI-00381000 General Fund Police Wellness Program PD Aug 2024 12,500.00 34647 Total 12,500.00
34648 ZANANIRI LARA 9/12/2024 24 General Fund Refund Park Dep Inv #24, 8/17/24 600.00 34648 Total 600.00
34649 ADO PROFESSIONAL SOLUTIONS INC. 9/19/2024 13306858 General Fund DPW-Park Program Event Mgmt Temp Admin Assist J. Banson Park Sep 2024 1,152.00 34649 Total 1,152.00
34650 ADVANCED LISTING SERVICES INC. 9/19/2024 12269 General Fund Administration Legal Ad Listing Occupants Admin May 2024 425.40 34650 Total 425.40
34651 ALHAMBRA 9/19/2024 21903512 090424 General Fund Administration Water Svc Admin Sep 2024 27.44 34651 Total 27.44
34652 ALLEN DEBBIE 9/19/2024 91824 General Fund Police Dinner 2024 WLLE Conf D. Allen PD 9/3/24 10.50 34652 ALLEN DEBBIE 9/19/2024 91824 General Fund Police Dinner 2024 WLLE Conf D. Allen PD 9/4/24 15.98 34652 ALLEN DEBBIE 9/19/2024 91824 General Fund Police Dinner 2024 WLLE Conf D. Allen PD 9/5/24 47.03 34652 ALLEN DEBBIE 9/19/2024 91824 General Fund Police Dinner 2024 WLLE Conf D. Allen PD 9/5/24 27.11 34652 ALLEN DEBBIE 9/19/2024 91824 General Fund Police Dinner 2024 WLLE Conf D. Allen PD 9/6/24 40.08 34652 ALLEN DEBBIE 9/19/2024 91824 General Fund Police Lunch 2024 WLLE Conf D. Allen PD 9/3/24 17.45 34652 ALLEN DEBBIE 9/19/2024 91824 General Fund Police Lunch 2024 WLLE Conf D. Allen PD 9/5/24 15.61 34652 ALLEN DEBBIE 9/19/2024 91824 General Fund Police Mileage 2024 WLLE Conf D. Allen PD 9/4/24 25.72 34652 ALLEN DEBBIE 9/19/2024 91824 General Fund Police Uber 2024 WLLE Conf D. Allen PD 9/3/24 64.47 34652 ALLEN DEBBIE 9/19/2024 91824 General Fund Police Uber 2024 WLLE Conf D. Allen PD 9/6/24 40.96 34652 Total 304.91
34653 AT&T CALNET 3 9/19/2024 000022267112 General Fund Police BAN Acct #9391062302 PD 8/10/24 -9/9/24 568.02 34653 Total 568.02
34654 BAE URBAN ECONOMICS INC. 9/19/2024 2695-Aug24 General Fund Planning Atherton Inclusionary Feasibility Analysis Aug 2024 12,919.75 34654 Total 12,919.75
34655 BOUND TREE MEDICAL 9/19/2024 85479041 General Fund Police (7) bx Black Gloves PD Sep 2024 160.68 34655 Total 160.68
34656 BUSCHMAN SCOTT 9/19/2024 240043 General Fund Police Photo Session K9 & Code Enf (6) Digital Image, (2) 5x7 & (2) 11x14 Color Print PD 8/21/24 590.63

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Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 34656 Total 590.63
34657 CACEO 9/19/2024 200029833 General Fund Police 2024 Code Conf Reg Fee E. Dalby PD Jun 2024 520.00 34657 Total 520.00
34658 CALIFORNIA STATE DISBURSEMENT UNIT 9/19/2024 502-09-2024FR General Fund PR Batch 00502.09.2024 Garnishment 323.07 34658 CALIFORNIA STATE DISBURSEMENT UNIT 9/19/2024 502-09-2024NT General Fund PR Batch 00502.09.2024 Garnishment 177.69 34658 Total 500.76
34659 CARDENAS EDELMIRA 9/19/2024 40 General Fund Administration Leaf Blower Rebate E. Cardenas Admin Sep 2024 250.00 34659 Total 250.00
34660 CITY OF REDWOOD CITY 9/19/2024 654010A General Fund DPW-Street Maint. PM Svc Express Toyota Camry PW Street Aug 2024 125.74 34660 CITY OF REDWOOD CITY 9/19/2024 654010A General Fund DPW-Street Maint. Smog Test Dodge Dakota PW Street Aug 2024 59.75 34660 Total 185.49
34661 COMCAST BUSINESS 9/19/2024 0243773Sep2024 General Fund Interdepartmental Internet Service town 9/10/24 -10/9/24 240.01 34661 Total 240.01
34662 COMPILE INC. 9/19/2024 1332037 General Fund Police Therapy Svc for Wellness & Mental Health PD Jul 2024 170.00 34662 Total 170.00
34663 CORODATA SHREDDING INC. 9/19/2024 DN 1488277 General Fund Administration Shredding Svcs Admin Aug 2024 49.71 34663 Total 49.71
34664 CRITTENDEN HOWARD 9/19/2024 35 General Fund Administration Leaf Blower Rebate H. Crittenden Admin Sep 2024 240.63 34664 Total 240.63
34665 DE LAGE LANDEN FINANCIAL SERVICES INC. 9/19/2024 83024211 General Fund Police Lease Sharp MX-4071 Copier PD Sep 2024 243.64 34665 DE LAGE LANDEN FINANCIAL SERVICES INC. 9/19/2024 83029239 General Fund Police Lease Sharp BP-70M36 Copier PD Sep 2024 236.12 34665 DE LAGE LANDEN FINANCIAL SERVICES INC. 9/19/2024 83055250 General Fund Police Lease Sharp BP-70M36 Copier -Property Tax PD Sep 2024 64.92 34665 Total 544.68
34666 DUCKY'S CAR WASH LLC 9/19/2024 September122024 General Fund Police Car Wash Svcs PD Aug 2024 287.25 34666 Total 287.25
34667 FRANCHISE TAX BOARD 9/19/2024 502-09-2024 General Fund PR Batch 00502.09.2024 FTB-Earning Withholding Order 75.00 34667 Total 75.00
34668 HAILEY STEVEN 9/19/2024 39 General Fund Administration Leaf Blower Rebate S. Hailey Admin Sep 2024 250.00 34668 Total 250.00
34669 INTERWEST CONSULTING GROUP INC 9/19/2024 631811 GF Projects ADLP Stockbridge Design Project Aug 2024 5,605.00 34669 INTERWEST CONSULTING GROUP INC 9/19/2024 631811 GF Projects HPP Playground Project Aug 2024 450.00 34669 INTERWEST CONSULTING GROUP INC 9/19/2024 631811 GF Projects Lloyden Dr Pedestrian Improvement Project Aug 2024 15,707.50 34669 INTERWEST CONSULTING GROUP INC 9/19/2024 631811 General Fund DPW-Engineering Public Works Support PW Eng Aug 2024 3,225.00 34669 INTERWEST CONSULTING GROUP INC 9/19/2024 631811 GF Projects Roadway Maintenance Projects Aug 2024 6,980.00 34669 INTERWEST CONSULTING GROUP INC 9/19/2024 631811 General Fund Building Surveying & Development Review Bldg Aug 2024 2,242.50 34669 Total 34,210.00
34670 LARSEN DANIEL 9/19/2024 90324 General Fund Police Dinner 2024 WLLE Conf D. Larsen PD 9/3/24 33.40 34670 LARSEN DANIEL 9/19/2024 90324 General Fund Police Dinner 2024 WLLE Conf D. Larsen PD 9/5/24 30.68 34670 Total 64.08
34671 LC ACTION POLICE SUPPLY LTD 9/19/2024 468718 Equipment Replacement Police (6) GL-105 Tritium I-Dot G43X G48 Mos Sights Front Rear Ameriglo PD Sep 2024 600.34
34671 Total 600.34
34672 LEWIS BARRY 9/19/2024 36 General Fund Administration Leaf Blower Rebate B. Lewis Admin Sep 2024 250.00 34672 Total 250.00
34673 MCE CORPORATION 9/19/2024 2408031 General Fund DPW-Building Maint. Contract Maint Svc Facilities Aug 2024 1,873.98 34673 MCE CORPORATION 9/19/2024 2408031 Library Fund Contract Maint Svc Library Aug 2024 1,960.97 34673 MCE CORPORATION 9/19/2024 2408031 General Fund DPW-Park Maint. Contract Maint Svc HP Park Aug 2024 10,346.91 34673 MCE CORPORATION 9/19/2024 2408031 General Fund DPW-Street Maint. Contract Maint Svc Streets Aug 2024 30,065.32 34673 Total 44,247.18
34674 MUNISERVICES LLC 9/19/2024 INV06-019394 General Fund Finance Business License Admin Svc Fin Aug 2024 6,500.00 34674 Total 6,500.00
34675 ODP BUSINESS SOLUTIONS LLC 9/19/2024 381874124001 General Fund Police (1) pk Pencil, (3) Tape (1) dz Note Pad, (1) pk Legal Pad PD Sep 2024 45.99 34675 ODP BUSINESS SOLUTIONS LLC 9/19/2024 381892770001 General Fund Police (2) pk Chalk PD Sep 2024 15.29

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Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 34675 ODP BUSINESS SOLUTIONS LLC 9/19/2024 382801122001 General Fund Building (2/3) Erase, (1/3) ct Wipes (1/3) ct Paper Bldg Sep 2024 30.69 34675 ODP BUSINESS SOLUTIONS LLC 9/19/2024 382801122001 General Fund DPW-Engineering (2/3) Erase, (1/3) ct Wipes (1/3) ct Paper PW Eng Sep 2024 30.69 34675 ODP BUSINESS SOLUTIONS LLC 9/19/2024 382801122001 General Fund Planning (2/3) Erase, (1/3) ct Wipes (1/3) ct Paper Plng Sep 2024 30.70 34675 ODP BUSINESS SOLUTIONS LLC 9/19/2024 382821537001 General Fund Building (1/3) pk Tissue Bldg Sep 2024 6.17 34675 ODP BUSINESS SOLUTIONS LLC 9/19/2024 382821537001 General Fund DPW-Engineering (1/3) pk Tissue PW Eng Sep 2024 6.17 34675 ODP BUSINESS SOLUTIONS LLC 9/19/2024 382821537001 General Fund Planning (1/3) pk Tissue Plng Sep 2024 6.17 34675 Total 171.87
34676 PET FOOD EXPRESS 9/19/2024 29-2407DC General Fund Police Credit House Chg Emmy J. Fong PD Jul 2024 (53.56) 34676 PET FOOD EXPRESS 9/19/2024 77-2409RC General Fund Police House Chg Emmy J. Fong PD Sep 2024 99.64 34676 Total 46.08
34677 PITNEY BOWES BANK INC. 9/19/2024 02762882Sep2024 General Fund Administration Postage Meter Tran Fee Town Sep 2024 77.36 34677 Total 77.36
34678 RODERICKS GEORGE 9/19/2024 Sep13 2024 General Fund Administration Tech Reim -iPhone 16 Pro Black Titanium CM G. Rodericks Sep 2024 1,406.17 34678 Total 1,406.17
34679 SAN FRANCISCO DAILY L.L.C. 9/19/2024 89236 General Fund Administration Legal Ad Municipal Election Admin Jul 2024 225.00 34679 SAN FRANCISCO DAILY L.L.C. 9/19/2024 89556 General Fund Administration Legal Ad Public Notice-That There Are Not More Admin Aug 2024 281.25 34679 Total 506.25
34680 SAN JOSE BMW/VESPA 9/19/2024 4397077 General Fund Police (1) Trim for Steering Wheel BMW Motorcycle PD Apr 2024 54.65 34680 SAN JOSE BMW/VESPA 9/19/2024 4397117 General Fund Police (1) Trim for Steering Wheel BMW Motorcycle PD Apr 2024 54.65 34680 Total 109.30
34681 SAN MATEO CNTY FORENSIC LAB 9/19/2024 PS-INV104635 General Fund Police (2) Phlebotomy Svcs PD Aug 2024 410.00 34681 Total 410.00
34682 SHARP ELECTRONICS CORPORATION 9/19/2024 9004994480 General Fund Police Billable Copies Black & Color PD 5/30/24 -8/30/24 74.06 34682 Total 74.06
34683 SHIRLEY MARK 9/19/2024 38 General Fund Administration Leaf Blower Rebate M. Shirley Admin Sep 2024 250.00 34683 Total 250.00
34684 SUSTAINABLE SAN MATEO CNTY 9/19/2024 1649 General Fund Administration City Grant Admin May 2024 1,500.00 34684 Total 1,500.00
34685 SYSERCO INC. 9/19/2024 15238 Library Fund Svc Support Program Energy Maint System Library Sep 2024 779.85 34685 SYSERCO INC. 9/19/2024 15238 General Fund DPW-Building Maint. Svc Support Program Energy Maint System Town Sep 2024 1,819.65 34685 Total 2,599.50
34686 TARTOUR FREDERICK 9/19/2024 91824 General Fund Police Breakfast 2024 CCUG Trng F. Tartour PD 9/10/24 28.89 34686 TARTOUR FREDERICK 9/19/2024 91824 General Fund Police Dinner 2024 CCUG Trng F. Tartour PD 9/11/24 50.51 34686 TARTOUR FREDERICK 9/19/2024 91824 General Fund Police Lunch 2024 CCUG Trng. F. Tartour PD 9/10/24 15.81 34686 TARTOUR FREDERICK 9/19/2024 91824 General Fund Police Lunch 2024 CCUG Trng F. Tartour PD 9/11/24 11.82 34686 TARTOUR FREDERICK 9/19/2024 91824 General Fund Police Lunch 2024 CCUG Trng F. Tartour PD 9/12/24 40.80 34686 Total 147.83
34687 TELECOMMUNICATIONS ENGINEERING 9/19/2024 48981 General Fund Police Facilities Mgmt & Maint for Public Safety Comm Center PD Sep 2024 2,603.50 34687 Total 2,603.50
34688 TOSHIBA FINANCIAL SERVICES 9/19/2024 37439252 General Fund Administration Lease Toshiba e-Studio 5516ACT Copier Admin Sep 2024 1,418.49 34688 Total 1,418.49
34689 ULINE INC. 9/19/2024 182782785 General Fund DPW-Street Maint. (1) 48X27 Standard Pallet Truck PW Street Sep 2024 585.90 34689 Total 585.90
34690 VAZIKANI RUPA 9/19/2024 APW23-00181 General Fund Refund Road Bond Dep APW23-00181, 226 Park 2,500.00 34690 Total 2,500.00
34691 WINDRAM LUKE 9/19/2024 37 General Fund Administration Leaf Blower Rebate L. Windram Admin Sep 2024 250.00 34691 Total 250.00
34692 A-1 FENCE AND DECK INC. 9/26/2024 28572 General Fund DPW-Park Maint. Removal & Installation New Fence Gilmore House HP Park Aug 2024 2,900.00 34692 Total 2,900.00
34693 ADO PROFESSIONAL SOLUTIONS INC. 9/26/2024 13313173 General Fund Finance Temp Employee P. Morin Fin 9/9/24 -9/15/24 1,920.00 34693 ADO PROFESSIONAL SOLUTIONS INC. 9/26/2024 13313382 General Fund DPW-Park Program Event Mgmt Temp Admin Assist J. Banson HP Park 9/9/24 -9/15/24 1,152.00 34693 Total 3,072.00

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Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 34694 ARBORIST ONSITE INC 9/26/2024 18-2123 General Fund DPW-Street Maint.

Consulting Radar Provide Internal Trunk Imaging Using Sonic Tomography Valley Oak Tree #75 PW Street Sep 2024 3,000.00
34694 Total 3,000.00
34695 AT&T MOBILITY 9/26/2024 388102X09192024 General Fund Police Data Mobile Comm PD 8/12/24 -9/11/24 2,104.25 34695 Total 2,104.25
34696 AUTOMATIC GATE SERVICES INC. 9/26/2024 0042369 General Fund DPW-Building Maint. Repair Svc PD Slide Gate Realigned YOK Prevented ERD Error Sep 2024 373.00 34696 Total 373.00
34697 BAY AREA RE-ROOFING INC 9/26/2024 BP24-00251 General Fund Refund Recycling Dep BP24-00251, 88 Laburnum 500.00 34697 Total 500.00
34698 BIANCHINI'S CATERING 9/26/2024 48537 General Fund Police (15) Breakfast Mendatory Trng PD 9/24/24 240.35 34698 BIANCHINI'S CATERING 9/26/2024 48538 General Fund Police (15) Lunches Mendatory Trng PD 9/24/24 234.75 34698 BIANCHINI'S CATERING 9/26/2024 48539 General Fund Police (15) Breakfast Mendatory Trng PD 9/26/24 240.35 34698 BIANCHINI'S CATERING 9/26/2024 48540 General Fund Police (15) Lunches Mendatory Trng PD 9/26/24 207.45 34698 Total 922.90
34699 BRIGHTVIEW LANDSCAPE SERVICES INC. 9/26/2024 9071173 General Fund DPW-Park Maint. Repair Svc (2) Break Main Line HP Park Sep 2024 1,888.00 34699 Total 1,888.00
34700 CAL MOTO 9/26/2024 3033892/1 General Fund Police Renew Rear Tire Tubeless 2021 BMW PD Sep 2024 457.97 34700 Total 457.97
34701 CITY OF REDWOOD CITY 9/26/2024 665009 General Fund DPW-Street Maint. Fuel Charges PW Street Aug 2024 73.10 34701 CITY OF REDWOOD CITY 9/26/2024 665010 General Fund Police Replaced Spark Plug & Keyboard 2017 Ford Explorer PD Sep 2024 332.62 34701 CITY OF REDWOOD CITY 9/26/2024 665010 General Fund Police PM A Svc 2017 Ford Explorer PD Sep 2024 335.28 34701 CITY OF REDWOOD CITY 9/26/2024 665010 General Fund Police PM A Svc 2018 Ford Explorer PD Sep 2024 341.11 34701 CITY OF REDWOOD CITY 9/26/2024 665010 General Fund Police Removed & Replaced Alternator, Battery, Coolant Reservoir w/New Cap, Hoses, Low Transmission Torque Mount, Brake Pads & Rotors 2018 Ford Explorer PD Sep 2024 2,169.25
34701 CITY OF REDWOOD CITY 9/26/2024 665010 General Fund Police Removed Cat & Installed New Belt 2015 Ford Taurus PD Sep 2024 372.23 34701 CITY OF REDWOOD CITY 9/26/2024 665010 General Fund Police PM Express Svc 2015 Ford Taurus PD Sep 2024 164.27 34701 CITY OF REDWOOD CITY 9/26/2024 665010 General Fund DPW-Street Maint.

Replaced Leak Water Pump, Thermostat, Drive Belt, Engine & Cabin, Air Filter, & (4) Tire Pressure Warning System Sensors PW Sep 2024 1,469.74 34701 Total 5,257.60
34702 GRANICUS 9/26/2024 188470 General Fund Interdepartmental Legacy SKU for Agenda Automation 6/30/24 -6/29/25 5,682.18 34702 Total 5,682.18
34703 GUO YING 9/26/2024 BP20-00128 General Fund Refund Recycling Dep BP20-00128, 349 Fletcher 6,270.94 34703 Total 6,270.94
34704 JOE A. GONSALVES & SON 9/26/2024 161903 General Fund Administration RPPG Prof Legislative Svcs Admin Sep 2024 4,000.00 34704 Total 4,000.00
34705 KRONICK MOSKOVITZ TIEDEMANN & GIRARD 9/26/2024 30909198 General Fund City Attorney Town Attorney Aug 2024 17,154.10 34705 KRONICK MOSKOVITZ TIEDEMANN & GIRARD 9/26/2024 30909207 General Fund City Attorney Town Attorney -Monsanto Aug 2024 252.00 34705 KRONICK MOSKOVITZ TIEDEMANN & GIRARD 9/26/2024 30909208 General Fund Planning Town Attorney -Housing Element Aug 2024 756.00 34705 Total 18,162.10
34706 METROPOLITAN PLANNING GROUP 9/26/2024 2004704 General Fund Planning Review & Revised Objective Design Standards Plng Aug 2024 2,090.00 34706 Total 2,090.00
34707 ODP BUSINESS SOLUTIONS LLC 9/26/2024 376249736001 General Fund Administration (3) ct Paper Admin Jul 2024 152.64 34707 ODP BUSINESS SOLUTIONS LLC 9/26/2024 380002966001 General Fund Building (1/3) ct Wipes Credit Bldg Aug 2024 (11.55) 34707 ODP BUSINESS SOLUTIONS LLC 9/26/2024 380002966001 General Fund DPW-Engineering (1/3) ct Wipes Credit PW Eng Aug 2024 (11.56) 34707 ODP BUSINESS SOLUTIONS LLC 9/26/2024 380002966001 General Fund Planning (1/3) ct Wipes Credit Plng Aug 2024 (11.55) 34707 ODP BUSINESS SOLUTIONS LLC 9/26/2024 382461508001 General Fund Building (1/3) ct Wipes, (1/3) pk Sponge Bldg Aug 2024 13.74 34707 ODP BUSINESS SOLUTIONS LLC 9/26/2024 382461508001 General Fund DPW-Engineering (1/3) ct Wipes, (1/3) pk Sponge PW Eng Aug 2024 13.73

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Check# Vendor Name Check Date Invoice# Fund Dept Description Amount 34707 ODP BUSINESS SOLUTIONS LLC 9/26/2024 382461508001 General Fund Planning (1/3) ct Wipes, (1/3) pk Sponge Plng Aug 2024 13.74 34707 Total 159.19
34708 PNW BUSINESS SERVICES LLC 9/26/2024 TR24-00174 General Fund Refund Plng Surcharge -App Withdrawn TR24-00174, 95 Lilac 17.20 34708 PNW BUSINESS SERVICES LLC 9/26/2024 TR24-00174 General Fund Refund Tech Surcharge -App Withdrawn TR24-00174, 95 Lilac 22.49 34708 PNW BUSINESS SERVICES LLC 9/26/2024 TR24-00174 General Fund Refund Permit Fee -App Withdrawn TR24-00174, 95 Lilac 661.50 34708 Total 701.19
34709 RADONICH CORP 9/26/2024 S240642 General Fund Interdepartmental (3) hrs AV Tech Svc Control System Equip Tuning & Support Sep 2024 588.00 34709 Total 588.00
34710 SAN MATEO CNTY INFO SERV DEPT 9/26/2024 1YAT12408 General Fund Police (2) Microwave Mux DS0 PD Aug 2024 164.51 34710 Total 164.51
34711 SAN MATEO CNTY NARCOTICS TASK 9/26/2024 PS-INV305009 General Fund Police The SMC Narcotics JPA Contribution FY 2024/25 PD 29,191.00 34711 Total 29,191.00
34712 SHUM KARENA 9/26/2024 9/23/2024 General Fund Police Lunch SMCO CISM Team Conf K. Shum 9/12/24 18.00 34712 SHUM KARENA 9/26/2024 9/23/2024 General Fund Police Lunch SMCO CISM Team Conf K. Shum 9/13/24 18.00 34712 SHUM KARENA 9/26/2024 9/23/2024 General Fund Police Lunch SMCO CISM Team Conf K. Shum 9/14/24 18.00 34712 SHUM KARENA 9/26/2024 9/23/2024 General Fund Police Lunch SMCO CISM Team Conf K. Shum 9/15/24 18.00 34712 SHUM KARENA 9/26/2024 9/23/2024 General Fund Police Mileage SMCO CISM Team Conf K. Shum 9/12/24 -9/15/24 39.66 34712 Total 111.66
34713 SQUARE BUILDERS GROUP 9/26/2024 BP24-00633 General Fund Refund Recycling Dep BP24-00633, 122 Tuscaloosa 14,647.31 34713 Total 14,647.31
34714 STATE OF CALIFORNIA DEPARTMENT OF JUSTICE 9/26/2024 759637 General Fund Police (2) Fingerprint Apps, Child Abuse Index Check for Police App & Janitorial PD Aug 2024 98.00
34714 Total 98.00
34715 SUAREZ AND MUNOZ CONSTRUCTION INC 9/26/2024 2 GF Projects Fair Oaks Ln/Lloyden Dr/Dinkelspeil Ln Intersection Improvements Aug 2024 213,775.00 34715 SUAREZ AND MUNOZ CONSTRUCTION INC 9/26/2024 2 GF Projects Fair Oaks Ln/Lloyden Dr/Dinkelspeil Ln Intersection Improvements Aug 2024 34,137.45 34715 SUAREZ AND MUNOZ CONSTRUCTION INC 9/26/2024 2 GF Projects Fair Oaks Ln/Lloyden Dr/Dinkelspeil Ln Intersection Improvement -5% Retention Aug 2024 (12,395.62)
34715 Total 235,516.83
34716 SUPPLE HOMES INC. 9/26/2024 BP24-00717 General Fund Refund Permit Fee -App Withdrawn BP24-00717, 211 Stockbridge 248.00 34716 Total 248.00
34717 TERRYBERRY 9/26/2024 Q94233 General Fund Police
Employee Award Program 5 Yrs Svc (1) Bag Hard Side Carry On D. Allen PD Sep 2024 133.78
34717 Total 133.78
34718 TONY'S CLEAN TEAM LLC 9/26/2024 15-4151 General Fund DPW-Park Maint. Janitorial Maint Svcs HP Park 8/12/24 -9/11/24 3,220.00 34718 TONY'S CLEAN TEAM LLC 9/26/2024 15-4151 Library Fund Janitorial Maint Svcs Library 8/12/24 -9/11/24 5,155.00 34718 TONY'S CLEAN TEAM LLC 9/26/2024 15-4151 General Fund DPW-Building Maint. Janitorial Maint Svcs Town 8/12/24 -9/11/24 9,047.00 34718 Total 17,422.00
34719 TRIPEPI SMITH & ASSOCIATES INC. 9/26/2024 13163 General Fund Administration Fall Newsletter Production (50% Pmt) Admin Sep 2024 3,550.00 34719 Total 3,550.00
34720 US BANK VOYAGER FLEET SYSTEMS 9/26/2024 8690164772430 General Fund Police Fuel Charges PD Jul 2024 938.40 34720 US BANK VOYAGER FLEET SYSTEMS 9/26/2024 8690164772434 General Fund Police Fuel Charges PD Aug 2024 914.28 34720 Total 1,852.68
34721 WEST COAST ARBORISTS INC. 9/26/2024 219233 General Fund DPW-Street Maint.

Tree Maint Svcs Pick Up Down Limb on Veh Blocking Streets Maint 8/16/24 - 8/31/24 2,621.60
34721 Total 2,621.60
Grand Total 980,546.55

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City Council Minutes – September 4, 2024

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MINUTES
Town of Atherton
City Council
SEPTEMBER 4, 2024
SPECIAL MEETING – STUDY SESSION

SPECIAL MEETING
CALL TO ORDER: Mayor Hawkins-Manuelian called the meeting to order at 4:02 p.m.

ROLL CALL – Holland, DeGolia, Widmer, Vice Mayor Lewis, Hawkins-Manuelian – Present
PUBLIC COMMENT – NONE

STUDY SESSION

1. RECEIVE AN UPDATE AND PROVIDE FEEDBACK ON THE ALAMEDA DE LAS

PULGAS / ATHERTON AVENUE ROUNDABOUT ANALYSIS
Public Works Director Ovadia presented to the Council with support from Interwest Consultants regarding the Alameda De las Pulgas (ALDLP) corridor and the study conducted evaluating the feasibility of a traffic circle, roundabout or mini-roundabout at Alameda de las Pulgas / Atherton Avenue intersection.

Public Comments:
• Gary Lauder
• Pavi Ramamurthy
Council deliberated on the options presented by staff including round-a-bout a traffic signal and safety needs at ALDLP and Atherton Avenue. Council held a detailed discussing that included a review of costs, traffic mitigation, and noise concerns.

Staff provided an overview of traffic related matters at the intersection and showcased a digital mock-up for Council review.

Council directed staff to move forward with the roundabout with an effort to minimize impacts to utilities in the area.

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City Council Minutes – September 4, 2024

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2. DIRECTION AND FEEDBACK REGARDING TRAFFIC STUDIES AND

RECOMMENDATIONS

COUNCIL CONTINUED THIS ITEM TO A FUTURE MEETING
COUNCIL REPORTS/COMMENTS – None
FUTURE AGENDA ITEMS – None

ADJOURN
Mayor Hawkins-Manuelian adjourned the meeting at 5:50 pm. ___________________________________________
Anthony Suber, City Clerk

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Town of Atherton City Council Regular Meeting – September 18, 2024

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REGULAR MEETING
CALL TO ORDER: Vice Hawkins-Manuelian called the meeting to order at 6:02 p.m.

PLEDGE OF ALLEGIANCE
ROLL CALL – Holland, Widmer, DeGolia, Vice Mayor Lewis, Mayor Hawkins-Manuelian – Present

PRESENTATIONS
• Introduce Code Enforcement Officer, Elizabeth Dalby
Commander Larsen introduced CEO Dalby
• Recognition of September 2024 as Suicide Prevention Month Mayor Hawkins Manuelian read the proclamation

PUBLIC COMMENTS - NONE
DISCLOSURE OF EX PARTE COMMUNICATIONS – City Council Members Councilmember Widmer, Vice Mayor Lewis, and Mayor Hawkins Manuelian each had disclosures.

DEPARTMENTAL WRITTEN REPORT
Vice Mayor Lewis commented on the thoroughness of the report.

REPORT OUT OF CLOSED SESSION – by City Attorney Ebrahimi There is no closed session report.

CONSENT AGENDA (Items 1 – 6)

MINUTES
Town of Atherton
City Council
SEPTEMBER 18, 2024

REGULAR MEETING

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Town of Atherton City Council Regular Meeting – September 18, 2024

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1. APPROVAL OF BILLS AND CLAIMS FOR JULY 2024 IN THE AMOUNT OF $3,965,335 AND FOR AUGUST 2024 IN THE AMOUNT OF $3,403,932

2. INFORMATIONAL – CAL CITIES 2024 RESOLUTIONS PACKET

3. APPROVAL OF MINUTES FOR JULY 17 AND AUGUST 20, 2024

4. ADOPTION OF BUDGET AMENDMENT ($5,000) FOR ANNUAL EARTH DAY EVENT
Adopted Resolution No. 24 - 16

5. APPROVAL FOR ACCEPTANCE OF A $200,000 ANONYMOUS DONATION

FOR THE CONTINUATION OF A FULL-TIME CONTRACT POLICE

WELLNESS PROGRAM COORDINATOR AND AUTHORIZE THE CITY

MANAGER TO EXECUTE A COLLABORATIVE AGREEMENT FOR THE

PROGRAM

6. ADOPTION OF REVISIONS TO THE CITY COUNCIL HANDBOOK, RULES OF PROCEDURE, AND CODE OF CONDUCT; ADOPTION OF RESOLUTION 24- XX – RULES GOVERNING COMMITTEES
Adopted Resolution No. 24 - 17
MOTION by Lewis, Second by Widmer to approve the Consent Agenda Items 1 – 6.

AYES: Holland, DeGolia, Widmer, Lewis, Hawkins
NOES:

ABSENT:

ABSTAIN:

PUBLIC HEARING – 7

7. CONSIDERATION OF RESOLUTIONS RECOMMENDING ADOPTION OF AN

INITIAL STUDY AND MITIGATED NEGATIVE DECLARATION AND

MITIGATION AND MONITORING REPORTING PROGRAM AND

AMENDMENTS TO THE ATHERTON GENERAL PLAN, AND

INTRODUCTION OF AN ORDINANCE WITH FIRST READING TO AMEND THE ATHERTON MUNICIPAL CODE TO IMPLEMENT THE 2023-2031

HOUSING ELEMENT AND ZONING CODE UPDATES
Town Planner Bendix presented the item to the Council that provided a review of the CEQA process, General Plan Updates, Zoning Code and Map Amendments.

Staff recommended that the City Council conduct a public hearing to consider the

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Town of Atherton City Council Regular Meeting – September 18, 2024

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following actions that will revise and implement the 2023-2031 Housing Element to comply with state law. The recommendation includes adopting a resolution adopting an Initial Study and Mitigated Negative Declaration (IS/MND) and Mitigation and Monitoring Reporting Program (MMRP), adopting a resolution adopting amendments to the Atherton General Plan, and introducing an Ordinance to amend the Atherton Municipal Code.

Council held a discussion and asked clarifying questions of staff, opened the Public Hearing and took public comment.

Public Comment:
• Rod Shepard
• Bill Brownell
• Tom Giorgi
• Bill Valentine
• Jeff Morris
• John Riddle
• Navid
• Kelly Martin
• Ken Frederick
• Elizabeth
• Pamale Reynold
• Skip Hilton – ONLINE
• Mary Wheeler George – ONLINE
Council continued the discussion beginning with a review of questions regarding the Environmental Studies completed and mitigation monitoring plans. Following discussion and direction regarding the environmental documents, the Council began discussion of recommended changes to the General Plan and Municipal Code. The Council provided specific direction on the Mid-Cycle Check-In requirements from HCD as well as gaining a better understanding of the preliminary land use and zoning definitions.

City Manager Rodericks provided a review of items that remained to be discussed and outlined a plan to continue the discussion at a future meeting with specific focus on certain areas contained with the staff report and attachments.

MOTION by Hawkins, Second by Lewis to Continue the ITEM to October 2nd at 4pm and we will continue Public Comment and Council Discussion.

AYES: DeGolia, Holland, Widmer Lewis, Hawkins
NOES:

ABSENT:

ABSTAIN:

REGULAR AGENDA (Items 8 - 11)

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Town of Atherton City Council Regular Meeting – September 18, 2024

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8. CONSIDERATION AND DIRECTION REGARDING ADOPTION OF A TOWN CHARTER – TO INCLUDE APPOINTMENT OF A STANDING

SUBCOMMITTEE OF THE CITY COUNCIL
Council pulled item number 8 and continued it to a future meeting.

COUNCIL VOTED TO DISCUSS ITEMS 9-11 BEFORE ITEM 7.

9. REVIEW AND APPROVE THE RESPONSE TO GRAND JURY REPORT:
“ASSESSING AND REPORTING INTERNAL CONTROLS IN SAN MATEO COUNTY AGENCIES AND SCHOOL DISTRICTS”
MOTION by Lewis, Second by Holland to approve the attached responses to the San Mateo County Grand Jury and approve the transmission.

AYES: Holland, Widmer, Lewis, Hawkins
NOES:

ABSENT: DeGolia
ABSTAIN:

10. REVIEW AND APPROVE RESPONSE TO GRAND JURY REPORT:
“RESTAURANT EXTERIORS: THE NEGLECTED SPACE”
MOTION by Widmer, Second by Lewis to approve the attached responses to the San Mateo County Grand Jury and approve the transmission.

AYES: Holland, Widmer, Lewis, Hawkins
NOES:

ABSENT: DeGolia
ABSTAIN:

11. GRAND JURY RESPONSE – "THE STATE OF COMPOST COMPLIANCE IN SAN MATEO COUNTY”
MOTION by Widmer, Second by Holland to approve the attached responses to the San Mateo County Grand Jury and approve the transmission.

AYES: Holland, Widmer, Lewis, Hawkins
NOES:

ABSENT: DeGolia
ABSTAIN:

COUNCIL REPORTS/COMMENTS
FUTURE AGENDA ITEMS – None

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Town of Atherton City Council Regular Meeting – September 18, 2024

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ADJOURN
Mayor Hawkins-Manuelian adjourned the meeting at 9:45 pm. ________________________
Anthony Suber, City Clerk

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Item No. 3
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: OCTOBER 16, 2024
SUBJECT: ACCEPTANCE OF WORK, AUTHORIZATION TO RECORD
NOTICE OF COMPLETION FOR THE 2024 SPRING PATCHING
PROJECT, PROJECT NUMBER 56086

RECOMMENDATION
It is recommended that the Council accept work and authorize recording of a Notice of Completion for the 2024 Spring Patching Project, Number 56086.

BACKGROUND
The Council awarded a construction contract on April 17, 2024, to G. Bortolotto & Co., Inc. for $297,694.86 and authorize change orders up to $25,000 for a total amount of $322,694.86. This project includes grinding and replacing approximately 33,000 square feet of asphalt to a six-inch depth to remediate local pavement failures. Work under the contract has been completed.

ANALYSIS
The original contract price was for $297,694.86. There were quantity increases in the amount of $24,999.93 bringing the project total to $322,694.79.

FISCAL IMPACT
Gas Tax, SB1 Roadway Maintenance and Rehabilitation Account, Special Parcel Tax, and Measure A funds in the amount of $1,500,000 were budgeted for the Roadway Maintenance Program in FY 2022-23, including this project. The final cost of this segment of work is $322,694.79.

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

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2024 Spring Patching Project
OCTOBER 16, 2024

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• Goal Area A – Maintain Fiscal Responsibility
• Goal Area B – Preserve Small Town Character and Quality of Life • Goal Area D – Manage Circulation and Improve Safety
• Goal Area F – Be Forward-Thinking, Well-Managed, and Well-Planned

POLICY FOCUS
There are no significant policy issues related to this item. The item is consistent with the Town’s adopted 5-Year Capital Improvement Program.

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. Notice of Completion

2. Patching Location Map

Page 76 of 433 ends

RECORD REQUESTED BY:

TOWN OF ATHERTON_____________
AND WHEN RECORDED MAIL TO:

CITY CLERK, TOWN OF ATHERTON
80 FAIR OAKS LANE _____________

ATHERTON, CALIFORNIA 94027____
___________________________________________________________________________ No fee pursuant to Government Code Section 6103 SPACE ABOVE THIS LINE FOR RECORDER’S USE

TOWN OF ATHERTON

NOTICE OF COMPLETION
2024 SPRING PATCHING PROJECT
PROJECT NO. 56086

ATHERTON, CALIFORNIA
NOTICE IS HEREBY GIVEN THAT Robert Ovadia, Engineer of Work for the Town of Atherton, County of San Mateo, California, on the 16th day of October, 2024 did file with the City Clerk of said Town a Certificate of Completion for the work described in the construction contract awarded to G. Bortolotto & Company, Inc. on the 19th day of April, 2024, said contract being executed on the 16th day of May, 2024.

That said work and improvements were accepted as completed on the 23rd day of August 2024 and that acceptance for completion of said work was ordered by Motion of the City Council of said Town and that the name of the surety on the Contractor’s bond for performance, labor and materials on said project is Everest National Insurance Company, 1340 Treat Blvd. Suite 450 Walnut Creek, CA 94597.

That said work and improvements consists of grinding failed patches of pavement to a six-inch depth and replacing with asphalt. The scope of work includes all necessary traffic control, sweeping, tack coating, replacing asphalt to appropriate depth in an appropriate number of lifts, replacing any damaged pavement markings, delineation and/or markings, and finish rolling per Town of Atherton Standard specifications and special provisions.

That I, Robert Ovadia, City Engineer of the Town of Atherton, am authorized by said Motion to execute and file this notice with the County Recorder of the County of San Mateo.

BY: ______________________ ATTEST: ________________________ Robert Ovadia, City Engineer Anthony Suber, City Clerk
______________________ _______________________
Date Date
‘I declare under penalty of perjury that the foregoing is true and correct.’ ______________Atherton, CA___________________
(Date and Place) (Signature) Robert Ovadia, City Engineer

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TOWN OF ATHERTON

CERTIFICATE OF COMPLETION
PROJECT NAME: 2024 SPRING PATCHING PROJECT
PROJECT NUMBER: 56086
LOCATION: VARIOUS STREETS
NOTICE IS HEREBY GIVEN:

1. That on August 23, 2024, the Public Works project known as 2024 SPRING PATCHING PROJECT, Project Number 56086 was completed in accordance with the plans and specifications as required by the Town of Atherton.

2. That the name and address of the party filling this notice is:

Town of Atherton
80 Fair Oaks Lane
Atherton, California 94027.

3. That the name and address of the Contractor responsible for the construction of the project is:

G. Bortolotto & Company, Inc.
582 Bragato Road
San Carlos CA 94070

4. That the name and address of the Contractor’s surety is:

Everest National Insurance Company
1340 Treat Blvd. Suite 450
Walnut Creek, CA 94597

5. That the project is described as:

This improvement consists of grinding failed patches of pavement to a six-inch depth and replacing with asphalt. The scope of work includes all necessary traffic control, sweeping, tack coating, replacing asphalt to appropriate depth in an appropriate number of lifts, replacing any damaged pavement markings, delineation and/or markings, and finish rolling per Town of Atherton Standard specifications and special provisions.

BY: _________________________ _______________________
Robert Ovadia, P.E. Date
City Engineer
ATTEST: ____________________________ _______________________ Anthony Suber Date
City Clerk

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Page 79 of 433 ends

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

RECOMMENDATION
It is recommended that the Council accept work and authorize recording of a Notice of Completion for the 2024 Overlay Project, Number 56098.

BACKGROUND
The Council awarded a construction contract on April 17, 2024, to G. Bortolotto & Company, Inc. of San Carlos for $787,787,78 and authorized change orders up to $75,000 for a total amount of $862,787.78. This project consists of milling 2” of asphalt, grinding and replacing pavement failures, performing crack sealing, and repaving asphalt per Town specifications. Work under the contract has been completed.

Street Overlay locations are shown in the attached map and include the following streets:
#1 Atherton Avenue (Alameda de las Pulgas to Ridgeview Drive) #2 Camino Port Los Arboles (Camino al Lago to Valparaiso Avenue) #3 Ralston Drive (Almendral Avenue to Stockbridge Avenue) #4 Robleda Drive (Austin Avenue to Serrano Drive)
#5 Shearer Drive (Stockbridge Avenue to Selby Lane)
#6 Encinal Avenue (Laurel Drive to Felton Drive)
#7 Linden Avenue (Middlefield Road to Felton Drive)
#8 Holbrook Lane (Middlefield Road to City Limit)
#9 Spencer Lane (Isabella Avenue to End)

ANALYSIS

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2024 Overlay Project
OCTOBER 16, 2024

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The original contract price was $787,787.78. Following contract award, it was confirmed that Spencer Lane is a private street and should not have been included in the project. The associated work was removed from the contract resulting in a credit of $$37,148.00. There were quantity adjustments related to the patching of pavement failures on the various streets, as well as additional pavement repairs and striping work on Encinal Avenue, beyond the project limits. A summary of changes to the contract is as follows:

1. Original Contract $787,787.78

2. Deletion of Spencer Lane ($37,148.00)

3. Additional Pavement Patching Various streets $37,148.00

4. Pavement Patching & Striping in front of Encinal School $9,003.15 Total $796,790.93

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 D – Manage Circulation and Improve Safety
• Goal Area F – Be Forward-Thinking, Well-Managed, and Well-Planned

POLICY FOCUS
There are no significant policy issues related to this item. The item is consistent with the Town’s adopted 5-Year Capital Improvement Program

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2024 Overlay Project
OCTOBER 16, 2024

Page 3 of 3 ends

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

ATTACHMENTS

1. Notice of Completion

2. Overlay location map

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RECORD REQUESTED BY:

TOWN OF ATHERTON_____________
AND WHEN RECORDED MAIL TO:

CITY CLERK, TOWN OF ATHERTON
80 FAIR OAKS LANE ___________
ATHERTON, CALIFORNIA 94027____
___________________________________________________________________________ No fee pursuant to Government Code Section 6103 SPACE ABOVE THIS LINE FOR RECORDER’S USE

TOWN OF ATHERTON

NOTICE OF COMPLETION
2024 OVERLAY PROJECT
PROJECT NO. 56089

ATHERTON, CALIFORNIA
NOTICE IS HEREBY GIVEN THAT Robert Ovadia, Engineer of Work for the Town of Atherton, County of San Mateo, California, on the 16th day of October, 2024 did file with the City Clerk of said Town a Certificate of Completion for the work described in the construction contract awarded to G. Bortolotto & Company, Inc. on the 18th day of May, 2024, said contract being executed on the 26th day of June, 2024.

That said work and improvements consists of milling and replacing of 2 inches of asphalt concrete pavement on various streets. Grinding and replacing patches of failed pavement to an additional 4-inch depth (digouts), crack sealing, pavement markings, and striping per Town of Atherton Standard specifications and special provisions.

That I, Robert Ovadia, City Engineer of the Town of Atherton, am authorized by said Motion to execute and file this notice with the County Recorder of the County of San Mateo.

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TOWN OF ATHERTON

CERTIFICATE OF COMPLETION
PROJECT NAME: 2024 SPRING PATCHING PROJECT
PROJECT NUMBER: 56086
LOCATION: VARIOUS STREETS
NOTICE IS HEREBY GIVEN:

2. That the name and address of the party filling this notice is:

Town of Atherton
80 Fair Oaks Lane
Atherton, California 94027.

3. That the name and address of the Contractor responsible for the construction of the project is:

G. Bortolotto & Company, Inc.
582 Bragato Road
San Carlos CA 94070

4. That the name and address of the Contractor’s surety is:

Everest National Insurance Company
1340 Treat Blvd. Suite 450
Walnut Creek, CA 94597

5. That the project is described as:

This improvement consists of consists of milling and replacing of 2 inches of asphalt concrete pavement on various streets. Grinding and replacing patches of failed pavement to an additional 4-inch depth (digouts), crack sealing, pavement markings, and striping per Town of Atherton Standard specifications and special provisions.

BY: _________________________ _______________________
Robert Ovadia, P.E. Date
City Engineer
ATTEST: ____________________________ _______________________ Anthony Suber Date
City Clerk

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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: OCTOBER 16, 2024
SUBJECT: ADOPT A RESOLUTION 24-XX APPROVING AN UPDATE OF

THE TOWN'S CONFLICT OF INTEREST CODE AND APPENDIX
“A” DESIGNATING POSITIONS IN THE CONFLICT OF

INTEREST CODE

RECOMMENDATION
It is recommended that the Council adopt a Resolution Amending Conflict of Interest Code of Non-Elected Officials and Designated employees of the Town of Atherton.

BACKGROUND
California law requires public officials (both elected and non-elected) to disclose their economic interests to the public. Elected Officials including Council Members, Planning Commissioners and non-elected officials including the City Manager, City Treasurer, and City Attorney are designated by Government Code Section 87200.

Non-elected officials (besides those covered under GC 87200) are designated by the agency’s conflict of interest code. Those officials include much of the Town’s management staff and consultants. Essentially, a Town official is required to disclose economic interests if the official has any financial decision-making authority.

The purpose of the disclosure requirement is to alert the public to any personal economic interests that may be affected during the public official’s performance of duties. The disclosure occurs through the filing of the “Form 700” - Statement of Economic Interests, upon taking office. It is then filed on an annual basis and when the public official leaves office.

The Political Reform Act of 1974 requires all government agencies to adopt a Conflict of Interest Code. A Conflict of Interest Code lists each position within the Town that makes or participates in the making of governmental decisions which have a material financial effect on any financial interest. Individuals employed in these positions are called “designated employees." The law further requires every local government agency to review its conflict-of-interest code every

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Conflict of Interest Update
OCTOBER 16, 2024

Page 2 of 3 ends

two years to determine whether the code must be amended. The Conflict of Interest Code designates employees, members of boards, committees, commissions, City officers and consultants who by virtue of their positions, make or participate in making decisions which may affect their financial interests and who therefore must disclose these interests on the Fair Political Practices Commission Form 700 – Statement of Economic Interests of Designated Employees.

The update entails reviewing the disclosure categories and whether the designated employee list should be amended based on staffing changes. The review process involves changes in titles, addition or deletion of positions and designation of disclosure levels. When the Town engages the services of consultants, their duties are reviewed to see if they should be treated as designated employees.

There have been no substantive changes made to the Conflict of Interest Code. The Management Analyst I/II role was included in 2022 update and as a result the positions within the Public Works Department and Police Department and are covered.

ANALYSIS
There are no significant policy issues related to this item. The law requires every local government agency to review its conflict-of-interest code biannually to determine whether the code must be amended.

FISCAL IMPACT
None.

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

POLICY FOCUS
There are no significant policy issues related to this item. The law requires every local government agency to review its conflict-of-interest code biannually to determine whether the code must be amended.

Page 87 of 433 ends

Conflict of Interest Update
OCTOBER 16, 2024

Page 3 of 3 ends

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. Conflict of Interest Code Resolution 24 – XX with Appendix “A”

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Resolution No. 2024-XX Page 1 of 5 October 16, 2024
RESOLUTION 24-XX

A RESOLUTION OF THE CITY COUNCIL OF THE TOWN OF ATHERTON UPDATING THE TOWN’S CONFLICT OF INTEREST CODE WITH APPENDIX “A” FOR 2024 – 2026
WHEREAS, the Political Reform Act of 1974, (Government Code Section 81000, et seq.), requires state and local government agencies to adopt and promulgate a Conflict of Interest Code;
WHEREAS, this Council approved a Conflict of Interest Code adopted by Resolution 91- 6 on June 19, 1991, which has been amended from time to time to conform to amendments in the Political Reform Act, and by also approving as an APPENDIX “A” thereto, disclosure categories for certain designated positions with the Town of Atherton; and WHEREAS, approval of this resolution superseded and repeals Resolution 22-22 which approved the last conflict of interest update; and
WHEREAS, the APPENDIX “A” containing the disclosure categories warrants updating to reflect current personnel status; and
WHEREAS, this Council, has determined that the attached APPENDIX “A” accurately sets forth those positions which should be designated and the categories of financial interests which should be made reportable for each position.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the Town of Atherton that APPENDIX “A”, attached hereto and by reference made a part of the Conflict of Interest Code of the Town of Atherton, is hereby approved.

1. The City Council hereby finds that the facts set form in the recital to this Resolution are true and correct and establish the factual basis for the City Council’s adoption of this Resolution.

2. All former Resolutions or parts thereof conflicting or inconsistent with the provisions of this Resolution are superseded and repealed.

3. The City Clerk shall retain custody of the Statements of Economic Interests and make those Statements available for public inspection and reproduction pursuant to Government Code Section 81008.
* * * * * * * * * * * * * * * *
I hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the City Council of the Town of Atherton at a Regular meeting thereof held on this 16st day of October, 2024, by the following vote:

Page 89 of 433 ends

Resolution No. 2024-XX Page 2 of 5 October 16, 2024
AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

ATTEST: Diana Hawkins-Manuelian, MAYOR

TOWN OF ATHERTON
Anthony Suber, City Clerk
APPROVED AS TO FORM:
______________________________
Mona G. Ebrahimi, City Attorney

Page 90 of 433 ends

Resolution No. 2024-XX Page 3 of 5 October 16, 2024
APPENDIX "A"

TOWN OF ATHERTON

CONFLICT OF INTEREST CODE

LIST OF DESIGNATED POSITIONS
Date: October 19, 2022

JOB TITLE DISCLOSURE CATEGORY
Accountant/Jr. Accountant 1
Assistant City Attorney 1
Building Official 1
Chief of Police 1
City Clerk/Deputy City Manager 1
Director of Finance 1
Consultants* 1*
Information Technology 1
Police Commander 1
Public Works Director/City Engineer 1
Associate Engineer 1
Maintenance Manager 1
City Engineer 1
Town Planner 1
Town Arborist 1
Management Analyst I/II 1
*Consultants shall be included in the list of designated employees and shall disclose pursuant to the broadest disclosure category in the code subject to the following limitation:

The City Manager may determine in writing that a particular consultant, although a "designated position," is hired to perform a range of duties that is limited in scope and thus is not required to comply fully with the disclosure requirements described in this section.

Such determination shall include a description of the consultant's duties and, based upon that description, a statement of the extent of disclosure requirements. The City Manager's

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Resolution No. 2024-XX Page 4 of 5 October 16, 2024
determination is a public record and shall be retained for public inspection in the same manner and location as this conflict of interest code.

APPENDIX "A'
DISCLOSURE CATEGORY 1

SPECIFICATION SHEET

REPORTABLE INVESTMENTS, INTEREST IN REAL PROPERTY, AND INCOME

CONFLICT OF INTEREST CODE

TOWN OF ATHERTON
* Investments (partnerships, common stock, etc.)
- Worth $2,000 or more in business entities located in or doing business in the Town. * Interests in Real Property
-Worth $2,000 or more located in the Town.
* Interests in Real Property and Investments Held by Business Entities or Trusts * Income (Other than Loans, Gifts and Honoraria) Received During the Reporting Period -Aggregating $470 or more received from a source located in or doing business in the Town.
* Loans (Received or Outstanding During the Reporting Period) -Aggregating $470 or more from a source located in or doing business in the Town. * Gifts (Received During the Reporting Period)
-Must disclose $50 or more received from any source located inside or outside the Town. May not exceed $470 from any single source.
* Honoraria
-Received from any source located inside or outside the Town – generally prohibited, and if not, may be reportable as income or gift depending on the circumstances. * Business Positions
-Held in a business entity located in or doing business in the Town. * Commission Income (Gross payments received as a result of services rendered as a broker, agent, or salesperson).
* Income and Loans to Business Entities or Trusts.
* Income from Rental Property.

Page 92 of 433 ends

Resolution No. 2024-XX Page 5 of 5 October 16, 2024
Refer for more detailed information to Definitions and Explanations in the Manual issued by the California Fair Political Practices Commission.

Page 93 of 433 ends

Item No. 6
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: OCTOBER 16, 2024
SUBJECT: ACCEPTANCE OF TREASURER’S REPORT FOR THE FOURTH QUARTER ENDED JUNE 30, 2024

RECOMMENDATION
Accept the Treasurer’s Report for the Fourth Quarter Ended June 30, 2024.

BACKGROUND
The Treasurer’s Report provides an update on the cash and investment position of the Town of Atherton.

The Fourth Quarter Treasurer’s report for FY 2023/24 as of June 30, 2024, is attached. The total cash and investments for the Town is $37,865,023. Of the total amount, $22,645,246 is listed as “non-restricted” and although may be listed as such, this amount is not all available for spending. “Non-restricted” means 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 June 30, 2024. The total amount in the PARS account is $8,668,925. 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 June 30, 2024 holds $18,674,461.

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 Page 94 of 433 Treasurer’s Report
October 16, 2024

Page 2 of 2 ends

scheduled council meetings. Staff strives to make this deadline. The current reporting quarter closed on June 30, 2024.

FISCAL IMPACT
None.

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

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

In addition, the Town keeps its financial information up to date via a transparency webpage. https://ca-atherton.civicplus.com/index.aspx?NID=269

COMMISSION/COMMITTEE FEEDBACK/REFERRAL
This item ____ has or __X___ has not been before a Town Committee or Commission. ____ Audit/Finance Committee (meets every other month)
____ Bicycle/Pedestrian Committee (meets as needed)
____ Civic Center Advisory Committee (meets as needed)
____ Environmental Programs Committee (meets every other month) ____ Park and Recreation Committee (meets each month)
____ Planning Commission (meets each month)
____ Rail Committee (meets every other month)
____ Transportation Committee (meets every other month)

ATTACHMENTS
Treasurer’s Report for Fourth Quarter Ended June 30, 2024

Page 95 of 433 ends

Town of Atherton
Quarterly Treasurer's Report
Portfolio Summary
June 30, 2024
% of
Par Value
3,098,467
Market Value Book Value
3,098,467
Portfolio
Cash In Bank (Schedule A)
LAIF Statement
Investments (Schedule B)
3,098,467
18,391,141
16,315,337

8.2%

49.3%

42.5%
18,674,461
16,980,000
18,674,461
16,092,095
Total Cash and Investments 38,752,928 37,804,946 37,865,023 100% 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.
6/30/2024
Robert Barron, Finance Director Date

Page 96 of 433 ends

Town of Atherton
Quarterly Treasurer's Report
Portfolio Details - Cash In Bank
June 30, 2024
Schedule A
Reconciled
Name of Depository Investment Type Bank Balance
Wells Fargo
Wells Fargo
Total
General Account
Wells Fargo Trust MMF-Cash
2,988,594
109,873
3,098,467

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Town of Atherton
Treasurer's Report Schedule B
Portfolio Details - Investments
June 30, 2024 Schedule B
See next pages Insight Report

Page 98 of 433 ends

Town of Atherton
Quarterly Treasurer's Report
Cash & Investments Balance By Fund
June 30, 2024
December
Fund No. Fund Name Balance
101
105
610
614
615
616
General Fund
Tennis Fund
Equipment Replacement Fund
Worker's Compensation
General Liability
16,929,447
137,367
1,083,182
1,990,463
673,976
Employee Benefits 1,830,811
Total Non-Restricted 22,645,246
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
494,064
1,768,740
525,995
198,321
887,747
188
250,922
548,507
8,731,783
Storm Drainage 33,290
Atherton Channel Drainage District
Facilities Construction
H-P Park Improvement
Tree Committee
1,154,383
591,855
6,752
27,229
Total Restricted 15,219,777
Total Cash & Investments 37,865,023

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Town of Atherton
Quarterly Treasurer's Report
Local Agency Investment Fund Summary (LAIF)
June 30, 2024
Date Begin $$$ Contribution Earnings Expenses Distribution Ending $$$ Date 6/1/2024 15,174,461 3,500,000 - 18,674,461 6/30/2024

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Town of Atherton
Quarterly Treasurer's Report
PARS Trust Account Summary
June 30, 2024
Date Begin $$$ Contribution Earnings
99,935
Expenses
(3,867)
Distribution Ending $$$ Date
6/1/2024 8,607,573 (34,716) 8,668,925 6/30/2024 (*)
* Recent available PARS report

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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
Treasurers Report- Schedule B
June 2024

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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
Detail of return and interest received
Transaction report
11 14
16 Additional information 17

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FIXED INCOME MARKET
REVIEW

TOWN OF ATHERTON
As of June 30, 2024
Chart 1: The Fed modestly dialed back its rate cut expectations. Economic Indicators and Monetary Policy As expected, the FOMC held the Fed Funds Rate at 5.25% to 5.5% at the June meeting. Further, the Fed left its quarterly economic projections largely unchanged, save for very slight increases in its unemployment, PCE and core PCE forecasts for 2025. It adjusted its dot plot to reflect a median expectation of one rate cut in 2024, down from its last projection of three. Notably a larger number of committee members voted for two cuts rather than one. The committee also projected a steeper course of four rate cuts in 2025, up from three. This moves the dots in line with the latest market expectations for the next two years (Chart 1).

CPI was flat in May, down from 0.3% in April. Year-on-year, this took the rate from 3.4% to 3.3%.

The slowdown in the headline index was driven by 2% drop in energy prices, while food prices were up modestly by 0.1%. Core CPI rose 0.2% in June, taking the year-on-year measure down from 3.6% to 3.4%. The PCE report also softened with the headline figure flat in May and down from 2.7% to 2.6% year-on-year with core PCE at 0.1% in May, down from 2.8% to 2.6% year-onyear.

Labor market data offered mixed signals. The establishment payrolls survey was stronger than expected with 272,000 jobs added in May, above consensus expectations for 175,000.

However, the household survey was weaker, and the unemployment rate increased 0.1pp from 3.9% to 4%. Wage growth was 0.4% in May, up from 4% to 4.1% year-on-year, slightly above expectations.

Source: Bureau of Labor Statistics, Macrobond, June 30, 2024 Chart 2: CPI resumed its descent as core goods prices fell.

The third estimate of Q1 GDP growth was revised up from 1.3% to 1.4%. The revisions were broad-based across categories, with upgrades to business fixed investment, inventories and net exports. However, consumer spending was revised down. Final sales to domestic private purchasers (used by the Fed as a gauge of domestic consumption) was also revised slightly lower, from 2.8% to 2.6%.

Interest Rate Summary
Yields generally fell during the month. At the end of June, the 3-month US Treasury bill yielded

5.36%, the 6-month US Treasury bill yielded 5.33%, the 2-year US Treasury note yielded 4.75%, the 5-year US Treasury note yielded 4.38% and the 10-year US Treasury note yielded 4.40%.

Source: Bureau of Labor Statistics, Macrobond, June 30, 2024 3

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ACTIVITY AND PERFORMANCE

SUMMARY
For the period June 1, 2024 - June 30, 2024
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 16,504,502.00
Income received 16,843.23
Total receipts 16,843.23

0.00 Cash and Cash Equivalents
Corporate Bonds
Government Agencies
Government Bonds
Total
436.98
11,754.11
7,209.71

0.00 6,710.05
8,278.50
11,800.97
26,789.52

0.00 0.00

0.00 436.98
18,464.16
15,488.21
26,051.13
60,440.48
Total disbursements
Interportfolio transfers
Total Interportfolio transfers
Realized gain (loss)

0.00 14,250.16
33,650.96

0.00 0.00
Change in accruals from security movement
Total amortization expense
Total OID/MKT accretion income
Return of capital

0.00 (1,748.22)
28,537.74

0.00 Closing balance 16,548,134.75
16,425,210.23
(122,924.52)
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 5.30

5.36 5.31

5.24 5.16

4.75 4.32

2.60 2.64

2.59 2.54

2.45 2.27

2.10 0.41

0.43 0.42

0.42 0.39

0.36 0.33
Interest earned 33,650.96
26,789.52

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
60,440.48
16,531,481.69

0.36 YTD return (%) 2.16
Weighted average final maturity in days 775
* rates reflected are cumulative
4

Page 105 of 433 ends

ACTIVITY AND PERFORMANCE

SUMMARY
For the period June 1, 2024 - June 30, 2024
Fair Value Basis Activity Summary

TOWN OF ATHERTON
Detail of Fair Value Basis Return
Interest
earned
Change in
fair value
Total
income
Opening balance 16,350,409.36
Income received 16,843.23
Total receipts 16,843.23

0.00 Cash and Cash Equivalents
Corporate Bonds
Government Agencies
Government Bonds
Total
436.98
11,754.11
7,209.71

0.00 11,768.63
16,049.14
30,139.87
57,957.64
436.98
23,522.74
23,258.85
44,390.03
91,608.60
Total disbursements
Interportfolio transfers 0.00
14,250.16
33,650.96
Total Interportfolio transfers
Unrealized gain (loss) on security movements
Change in accruals from security movement
Return of capital

0.00 0.00

0.00 0.00
Change in fair value for the period
Ending fair value
57,957.64
16,425,210.23
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 5.30

5.36 5.40

5.46 5.02

4.53 4.16

2.60 2.64

2.63 2.55

1.95 1.24

0.80 0.41

0.43 0.41

0.42 0.43

0.58 0.70
Interest earned 33,650.96
57,957.64
91,608.60
16,507,135.32

0.56 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
Total income on portfolio
Average daily total value *
Period return (%)
YTD return (%) 1.30
Weighted average final maturity in days 775
* rates reflected are cumulative * Total value equals market value and accrued interest 5

Page 106 of 433 ends

RECAP OF SECURITIES
HELD

TOWN OF ATHERTON
As of June 30, 2024
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
109,873.12
4,716,326.50
4,334,886.75
7,040,881.44
109,873.12
4,817,332.81
4,438,348.14
7,182,580.68
16,548,134.75
109,873.12
4,793,148.91
4,394,531.86
7,127,656.34
16,425,210.23

0.00 (24,183.90)
(43,816.28)
(54,924.34)
(122,924.52)
1 0.68

29.11 0.00

2.13 1.72

1.99 1.94
899
659
775
775
Government Agencies
Government Bonds

26.76 43.46
Total 16,201,967.81 100.00
Portfolio diversification (%)
Cash and Cash Equivalents
Corporate Bonds

0.68 29.11

26.76 43.46
Government Agencies
Government Bonds
6

Page 107 of 433 ends

MATURITY DISTRIBUTION OF SECURITIES
HELD

TOWN OF ATHERTON
As of June 30, 2024
Maturity Historic cost Percent
Under 90 days
90 to 179 days
180 days to 1 year
1 to 2 years
581,848.12
480,509.49
490,782.92
7,103,052.67
3,764,592.97
2,721,897.59
1,059,284.05

0.00 3.59

2.97 3.03

43.84 23.24

16.80 6.54
2 to 3 years
3 to 4 years
4 to 5 years
Over 5 years 0.00
16,201,967.81 100.00
Maturity distribution

8.00 6.00

4.00 2.00

0.00 7

Page 108 of 433 ends

SECURITIES
HELD

TOWN OF ATHERTON
As of June 30, 2024
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 0.000 109,873.12 109,873.12 109,873.12 109,873.12 0.00 0.00 0.68 Total Cash and Cash Equivalents 109,873.12 109,873.12 109,873.12 109,873.12 0.00 0.00 0.68 Corporate Bonds
02665WDS7
24422EVK2
037833EB2
06051GFX2
94988J6D4
437076BN1
89236TKL8
46647PDA1
717081ET6
AMERICAN HONDA FINANCE 0.55%
12JUL2024

0.550 07/12/2024

0.700 01/15/2026
500,000.00
500,000.00
650,000.00
650,000.00
400,000.00
400,000.00
650,000.00
600,000.00
600,000.00
4,950,000.00
471,975.00
439,170.00
593,749.00
623,493.00
397,028.00
366,260.00
671,703.50
588,900.00
564,048.00
4,716,326.50
499,501.04
470,870.88
617,551.82
632,552.69
397,817.84
374,908.04
668,988.60
590,023.78
565,118.12
4,817,332.81
499,223.94
467,408.51
607,013.09
629,988.31
401,198.91
375,855.68
659,563.83
585,320.51
567,576.13
4,793,148.91
(277.10)
(3,462.37)
(10,538.73)
(2,564.38)
3,381.07
1,283.33
1,604.17
1,794.72
4,486.81
8,659.44
2,479.17
4,920.14
4,611.20
6,037.50

2.91 2.71

3.66 3.85

2.45 2.26

4.15 3.63

3.48 JOHN DEERE CAPITAL CORP 0.7% 15JAN2026
APPLE INC 0.7% 08FEB2026 (CALLABLE
08JAN26)
BANK OF AMERICA CORP 3.5% 19APR2026

0.700 02/08/2026
01/08/2026

3.500 04/19/2026
WELLS FARGO BANK NA 5.45% 07AUG2026
(CALLABLE
07JUL26)

5.450 08/07/2026
07/07/2026
HOME DEPOT INC 2.125% 15SEP2026
(CALLABLE
15JUN26)

2.125 09/15/2026
06/15/2026
947.64
TOYOTA MOTOR CREDIT CORP 5.45%
10NOV2027

5.450 11/10/2027 (9,424.77)
(4,703.27)
2,458.01
JPMORGAN CHASE & CO 4.323% 26APR2028
(CALLABLE
26APR27)

4.323 04/26/2028
04/26/2027
PFIZER INC 3.45% 15MAR2029 (CALLABLE
15DEC28)

3.450 03/15/2029
12/15/2028
Total Corporate Bonds (24,183.90) 35,876.48 29.11
8

Page 109 of 433 ends

SECURITIES
HELD

TOWN OF ATHERTON
As of June 30, 2024
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
3134GW3X2
3134GXCS1
3134A2HG6
3130AV6J6
3134GXCJ1
3135G0Q22
3133EPK79
FREDDIE MAC 0.625% 27OCT2025 (CALLABLE
27JUL24)

0.625 10/27/2025
07/27/2024
600,000.00
600,000.00
750,000.00
750,000.00
500,000.00
650,000.00
750,000.00
4,600,000.00
548,910.00
547,626.00
675,172.50
758,133.75
451,345.00
606,047.00
747,652.50
4,334,886.75
572,306.90
570,871.29
707,890.95
754,642.45
469,317.47
615,218.30
748,100.78
4,438,348.14
566,574.91
564,551.95
699,970.38
745,454.37
462,262.18
611,281.66
744,436.41
4,394,531.86
(5,731.99)
(6,319.34)
(7,920.57)
(9,188.08)
(7,055.29)
(3,936.64)
(3,664.37)
(43,816.28)
656.25
364.58

3.39 3.38

4.17 4.68

2.79 3.74

4.61 FREDDIE MAC 0.625% 25NOV2025
(CALLABLE
25NOV24)

0.625 11/25/2025
11/25/2024
FREDDIE MAC 0% 11DEC2025 0.000 12/11/2025

4.500 03/13/2026

0.00 FEDERAL HOME LOAN BANK 4.5% 13MAR2026
FREDDIE MAC 0.65% 28MAY2026 (CALLABLE
28NOV24)
FANNIE MAE 1.875% 24SEP2026
10,031.25

0.650 05/28/2026 288.89
11/28/2024

1.875 09/24/2026

4.375 12/07/2026
3,250.00
FEDERAL FARM CREDIT BANK 4.375% 2,096.35
07DEC2026
Total Government Agencies 16,687.32 26.76
Government Bonds
912828YV6
91282CGU9
912828XZ8
91282CAJ0
USA TREASURY 1.5% 30NOV2024 1.500 11/30/2024

3.875 03/31/2025

2.750 06/30/2025

0.250 08/31/2025
500,000.00
500,000.00
350,000.00
350,000.00
480,509.49
490,782.92
337,409.38
326,062.89
492,213.97
494,989.13
343,839.71
333,672.29
492,158.21
495,092.78
341,992.84
331,146.48
(55.76)
103.65
614.75
4,817.28
4,812.50
290.08

2.97 3.03

2.08 2.01
USA TREASURY 3.875% 31MAR2025
USA TREASURY 2.75% 30JUN2025
USA TREASURY 0.25% 31AUG2025
(1,846.87)
(2,525.81)
9

Page 110 of 433 ends

SECURITIES
HELD

TOWN OF ATHERTON
As of June 30, 2024
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
91282CFK2
91282CBC4
91282CDK4
91282CEC1
91282CEN7
91282CEW7
91282CFH9
91282CGH8
91282CHK0
USA TREASURY 3.5% 15SEP2025 3.500 09/15/2025

0.375 12/31/2025

1.250 11/30/2026

1.875 02/28/2027

2.750 04/30/2027

3.250 06/30/2027

3.125 08/31/2027

3.500 01/31/2028

4.000 06/30/2028
750,000.00
1,200,000.00
500,000.00
580,000.00
700,000.00
500,000.00
500,000.00
500,000.00
500,000.00
738,899.00
1,063,082.15
453,906.25
540,646.09
653,053.13
488,243.86
482,071.99
490,978.24
495,236.05
745,151.54
1,135,255.90
468,002.53
545,657.98
662,105.34
490,051.80
484,080.81
491,992.88
495,566.80
736,494.14
1,122,234.37
461,777.35
541,076.56
666,914.07
482,441.41
479,687.50
484,238.28
492,402.35
(8,657.40)
(13,021.53)
(6,225.18)
(4,581.42)
4,808.73
7,632.47
2,250.00
512.30

4.56 6.56

2.80 3.34

4.03 3.01

2.98 3.03

3.06 USA TREASURY 0.375% 31DEC2025
USA TREASURY 1.25% 30NOV2026
USA TREASURY 1.875% 28FEB2027
USA TREASURY 2.75% 30APR2027
USA TREASURY 3.25% 30JUN2027
USA TREASURY 3.125%
31AUG2027
USA TREASURY 3.5% 31JAN2028
USA TREASURY 4% 30JUN2028
3,605.30
3,190.90
8,125.00
5,180.03
7,259.62
10,000.00
(7,610.39)
(4,393.31)
(7,754.60)
(3,164.45)
Total Government Bonds
Grand total
7,430,000.00
17,089,873.12
7,040,881.44
16,201,967.81
7,182,580.68
16,548,134.75
7,127,656.34
16,425,210.23
(54,924.34) 58,290.23 43.46
(122,924.52) 110,854.03 100.00
10

Page 111 of 433 ends

GASB 40 - DEPOSIT AND INVESTMENT RISK

DISCLOSURE

TOWN OF ATHERTON
As of June 30, 2024
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
912828YV6 USA TREASURY 1.5%
91282CGU9 USA TREASURY 3.875%
912828XZ8 USA TREASURY 2.75%
91282CAJ0 USA TREASURY 0.25%
91282CFK2 USA TREASURY 3.5%
91282CBC4 USA TREASURY 0.375%
91282CDK4 USA TREASURY 1.25%
91282CEC1 USA TREASURY 1.875%
91282CEN7 USA TREASURY 2.75%
91282CEW7 USA TREASURY 3.25%
91282CFH9 USA TREASURY 3.125%
91282CGH8 USA TREASURY 3.5%
91282CHK0 USA TREASURY 4%

1.500 11/30/2024

3.875 03/31/2025

2.750 06/30/2025

0.250 08/31/2025

3.500 09/15/2025

0.375 12/31/2025

1.250 11/30/2026

1.875 02/28/2027

2.750 04/30/2027

3.250 06/30/2027

3.125 08/31/2027

3.500 01/31/2028

4.000 06/30/2028
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
AA+
Aaa
Aaa
Aaa
Aaa
Aaa
Aaa
Aaa
Aaa
Aaa
Aaa
Aaa
Aaa
Aaa
500,000.00
500,000.00
350,000.00
350,000.00
750,000.00
1,200,000.00
500,000.00
580,000.00
700,000.00
500,000.00
500,000.00
500,000.00
500,000.00
480,509.49
490,782.92
337,409.38
326,062.89
738,899.00
1,063,082.15
453,906.25
540,646.09
653,053.13
488,243.86
482,071.99
490,978.24
495,236.05

2.97 3.03

2.08 2.01

4.56 6.56

2.80 3.34

4.03 3.01

2.98 3.03

3.06 492,158.21
495,092.78
341,992.84
331,146.48
736,494.14
1,122,234.37
461,777.35
541,076.56
666,914.07
482,441.41
479,687.50
484,238.28
492,402.35

3.00 3.01

2.08 2.02

4.48 6.83

2.81 3.29

4.06 2.94

2.92 2.95

3.00 0.42

0.73 0.96

1.14 1.15

1.46 2.32

2.52 2.66

2.80 2.93

3.26 3.63
Issuer total 7,430,000.00 7,040,881.44 43.46 7,127,656.34 43.39 1.99 Federal Home Loan Mortgage Corp
3134GW3X2 FREDDIE MAC

0.625%
3134GXCS1 FREDDIE MAC

0.625%
3134A2HG6 FREDDIE MAC 0%

0.625 10/27/2025 07/27/2024

0.625 11/25/2025 11/25/2024

0.000 12/11/2025
AA+
AA+
AA+
AA+
Aaa
Aaa
Aaa
Aaa
600,000.00
600,000.00
750,000.00
500,000.00
548,910.00
547,626.00
675,172.50
451,345.00

3.39 3.38

4.17 2.79
566,574.91
564,551.95
699,970.38
462,262.18

3.45 3.44

4.26 2.81

1.28 1.36

1.41 3134GXCJ1 FREDDIE MAC 1.85

0.65%

0.650 05/28/2026 11/28/2024
Issuer total 2,450,000.00 2,223,053.50 13.72 2,293,359.42 13.96 1.45 Federal Home Loan Banks
3130AV6J6 FEDERAL HOME
LOAN

4.500 03/13/2026 AA+ Aaa 750,000.00 758,133.75 4.68 745,454.37 4.54 1.59 Issuer total 750,000.00 758,133.75 4.68 745,454.37 4.54 1.59 11

Page 112 of 433 ends

GASB 40 - DEPOSIT AND INVESTMENT RISK

DISCLOSURE

4.375 12/07/2026

5.450 11/10/2027

3.500 04/19/2026
AA+
A+
AAaa
A1
750,000.00 747,652.50 4.61 744,436.41 4.53 2.28
Issuer total 750,000.00 747,652.50 4.61 744,436.41 4.53 2.28 Toyota Motor Credit Corp
89236TKL8 TOYOTA MOTOR
CREDIT
650,000.00 671,703.50 4.15 659,563.83 4.02 3.01
Issuer total 650,000.00 671,703.50 4.15 659,563.83 4.02 3.01 Bank of America Corp
06051GFX2 BANK OF AMERICA
CORP
A1 650,000.00 623,493.00 3.85 629,988.31 3.84 1.70
Issuer total 650,000.00 623,493.00 3.85 629,988.31 3.84 1.70 Federal National Mortgage Association
3135G0Q22 FANNIE MAE 1.875% 1.875 09/24/2026 AA+
AA+
AAaa
Aaa
A1
650,000.00 606,047.00 3.74 611,281.66 3.72 2.13
Issuer total 650,000.00 606,047.00 3.74 611,281.66 3.72 2.13 Apple Inc
037833EB2 APPLE INC 0.7% 0.700 02/08/2026 01/08/2026

4.323 04/26/2028 04/26/2027

3.450 03/15/2029 12/15/2028
650,000.00 593,749.00 3.66 607,013.09 3.70 1.55
Issuer total 650,000.00 593,749.00 3.66 607,013.09 3.70 1.55 JPMorgan Chase & Co
46647PDA1 JPMORGAN CHASE &
CO
600,000.00 588,900.00 3.63 585,320.51 3.56 2.59
Issuer total 600,000.00 588,900.00 3.63 585,320.51 3.56 2.59 Pfizer Inc
717081ET6 PFIZER INC 3.45% A A2 600,000.00 564,048.00 3.48 567,576.13 3.46 4.14 Issuer total 600,000.00 564,048.00 3.48 567,576.13 3.46 4.14 12

Page 113 of 433 ends

GASB 40 - DEPOSIT AND INVESTMENT RISK

DISCLOSURE

0.700 01/15/2026
AAA3
A1
500,000.00 471,975.00 2.91 499,223.94 3.04 0.04
Issuer total 500,000.00 471,975.00 2.91 499,223.94 3.04 0.04 John Deere Capital Corp
24422EVK2 JOHN DEERE

CAPITAL
500,000.00 439,170.00 2.71 467,408.51 2.85 1.49
Issuer total 500,000.00 439,170.00 2.71 467,408.51 2.85 1.49 Wells Fargo Bank NA
94988J6D4 WELLS FARGO BANK
NA

5.450 08/07/2026 07/07/2026

2.125 09/15/2026 06/15/2026

0.000
A+ Aa2
A2
400,000.00 397,028.00 2.45 401,198.91 2.44 1.87
Issuer total 400,000.00 397,028.00 2.45 401,198.91 2.44 1.87 Home Depot Inc/The
437076BN1 HOME DEPOT INC 2.125% A 400,000.00 366,260.00 2.26 375,855.68 2.29 2.07 Issuer total 400,000.00 366,260.00 2.26 375,855.68 2.29 2.07 Cash and Cash Equivalents
CASH 109,873.12
109,873.12
109,873.12
109,873.12

0.00 0.00
109,873.12
109,873.12

0.67 0.67

0.00 0.00

1.94 Issuer total
Grand total 17,089,873.12 16,201,967.81 100.00 16,425,210.23 100.00 13

Page 114 of 433 ends

DETAIL OF RETURN AND INTEREST

RECEIVED

TOWN OF ATHERTON
For the period June 1, 2024 - June 30, 2024
Cusip Description Accretion
(amortization)
Realized gain
(loss)
Change in fair
value
Interest earned Interest received
Cash
Cash and Cash Equivalents 0.00 0.00 0.00 436.98 436.98
Total Cash 0.00 0.00 0.00 436.98 436.98
Corporate Bonds
02665WDS7
037833EB2
06051GFX2
437076BN1
24422EVK2
46647PDA1
717081ET6
89236TKL8
94988J6D4
AMERICAN HONDA FINANCE 0.55%
12JUL2024
1,247.40
1,684.16
806.50

0.00 0.00

0.00 0.00
1,942.27
2,112.70
129.78
221.52
366.53

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 684.73
15JUN26)
JOHN DEERE CAPITAL CORP 0.7% 15JAN2026
946.86 771.63
1,574.55
217.51
1,286.20
1,707.72
3,173.72
862.66
281.95
JPMORGAN CHASE & CO 4.323% 26APR2028 (CALLABLE
26APR27)
PFIZER INC 3.45% 15MAR2029 (CALLABLE 15DEC28)
TOYOTA MOTOR CREDIT CORP 5.45% 10NOV2027
WELLS FARGO BANK NA 5.45% 07AUG2026 (CALLABLE
07JUL26)
2,089.45
1,667.50
2,853.68
1,756.11
11,754.11
617.38
(470.79)

86.48 (218.05)
Total Corporate Bonds 6,710.05 11,768.63
Government Agencies
3135G0Q22
3133EPK79
3130AV6J6
3134A2HG6
3134GXCS1
3134GW3X2
FANNIE MAE 1.875% 24SEP2026 1,297.83

64.97 0.00

0.00 0.00

0.00 2,884.41
1,723.45
937.10
981.77
2,643.22
2,718.75

0.00 0.00
16,406.25

0.00 FEDERAL FARM CREDIT BANK 4.375%
07DEC2026
FEDERAL HOME LOAN BANK 4.5% 13MAR2026
FREDDIE MAC 0% 11DEC2025
(227.20)
2,332.87
1,730.42
1,741.71
4,120.91
1,853.22
1,984.06

0.00 FREDDIE MAC 0.625% 25NOV2025 (CALLABLE
25NOV24)
FREDDIE MAC 0.625% 27OCT2025 (CALLABLE
27JUL24)
302.08
302.08

0.00 0.00
14

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DETAIL OF RETURN AND INTEREST

RECEIVED

TOWN OF ATHERTON
For the period June 1, 2024 - June 30, 2024
Cusip Description Accretion
(amortization)
Realized gain
(loss)
Change in fair
value
Interest earned Interest received
Government Agencies
3134GXCJ1 FREDDIE MAC 0.65% 28MAY2026 (CALLABLE
28NOV24)
1,337.90 0.00 2,545.99 261.81 0.00
Total Government Agencies 8,278.50 0.00 16,049.14 7,209.71 16,406.25 Government Bonds
91282CAJ0
91282CBC4
91282CDK4
912828YV6
91282CEC1
91282CEN7
912828XZ8
91282CFH9
91282CEW7
91282CFK2
91282CGH8
91282CGU9
91282CHK0
USA TREASURY 0.25%
31AUG2025
1,147.15
3,537.93
1,087.12
1,526.67
1,058.85
1,099.46
506.33

0.00 0.00

0.00 1,408.20
5,625.00
2,558.60
1,518.56
2,967.96
3,363.29
710.94

71.33 370.88

0.00 USA TREASURY 0.375% 31DEC2025 0.00
USA TREASURY 1.25% 30NOV2026
USA TREASURY 1.5% 30NOV2024
USA TREASURY 1.875% 28FEB2027
USA TREASURY 2.75% 30APR2027
USA TREASURY 2.75% 30JUN2025
USA TREASURY 3.125% 31AUG2027
USA TREASURY 3.25% 30JUN2027
USA TREASURY 3.5% 15SEP2025
USA TREASURY 3.5% 31JAN2028
USA TREASURY 3.875% 31MAR2025
USA TREASURY 4% 30JUN2028
512.30 0.00
614.75 0.00
886.55 0.00
1,569.30
793.27

0.00 0.00
412.77 2,382.81
2,324.22
1,289.06
2,636.72
522.47
1,273.78
1,339.29
2,139.94
1,442.31
1,588.11
1,648.35
14,250.16
33,650.96

0.00 272.56 0.00
329.08 0.00
183.37 0.00
548.64 0.00

91.04 2,832.04
30,139.87
57,957.64

0.00 Total Government Bonds
Grand total
11,800.97
26,789.52

0.00 16,843.23
15

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TRANSACTION
REPORT

TOWN OF ATHERTON
For the period June 1, 2024 - June 30, 2024
Trade date Cusip
Settle date
Transaction Sec type Description Maturity Par value or
shares
Realized
gain(loss)
Principal Interest Transaction total
06/07/2024 3133EPK79 Income
06/07/2024
Government Agencies FEDERAL FARM CREDIT
BANK
12/07/2026 750,000.00

0.00 0.00

0.00 16,406.25
436.98
16,406.25
06/30/2024 Income Cash and Cash Equivalents Cash 436.98 16

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ADDITIONAL

INFORMATION

TOWN OF ATHERTON
As of June 30, 2024
The performance results shown, whether net or gross of investment management fees, reflect the reinvestment of dividends and/or income and other earnings. Any gross of fees performance does not include fees and charges and these can have a material detrimental effect on the performance of an investment. The performance shown is for the stated time period(s) only.

Any target performance aims are not a guarantee, may not be achieved and a capital loss may occur. Funds which have a higher performance aim generally take more risk to achieve this and so have a greater potential for the returns to be significantly different than expected. Investments are subject to risks, including loss of principal. There can be no guarantee that any investment strategy will meet the liability funding needs of a particular client.

Performance information for certain accounts may reflect performance achieved while the account was managed at a prior firm. In addition, the performance and customized benchmark information for these periods are based on Information from 3rd parties that Insight believes to be accurate, but Insight has not independently verified such information and no representation is made regarding its accuracy or completeness.

The quoted benchmarks do not reflect deductions for fees, expenses or taxes. These benchmarks are unmanaged and cannot be purchased directly by investors. Benchmark performance is shown for illustrative purposes only and does not predict or depict the performance of any investment. There may be material factors relevant to any such comparison such as differences in volatility, and regulatory and legal restrictions between the indices shown and the strategy.

Any currency conversions performed for this presentation, use FX rates as per WM Reuters 4pm spot rates, unless noted otherwise.

Funds and portfolios with an ESG objective follow a sustainable or ESG related investment approach, which may cause them to perform differently than funds that are not required to integrate sustainable investment criteria when selecting securities. Funds and portfolios with no ESG objective are not required to integrate sustainable investment criteria when selecting securities so any ESG approach shown is only indicative and there is no guarantee that the specific approach will be applied across the whole portfolio. . 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 is intended only for the parties to whom it was delivered or its authorised agents and should not be copied or passed to any other person. Please contact the Client Services Team if there has been any change in your financial circumstances or risk tolerance since the previous valuation that could affect the investment objective of your portfolio. Insight obtains market data and prices from an independent pricing source for all of our currency positions on a daily basis. For trading activity the Clearing broker will be reflected. In certain cases the Clearing broker will differ from the Executing broker.

Some information contained in this client report comes from external sources which Insight believes to be reliable. A list of sources is available on request. All statistics represent month end figures unless otherwise noted. 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. Tax treatment depends on the individual circumstances of each investor and may be subject to change in the future. Insight does not provide tax or legal advice to its clients and all investors are strongly urged to seek professional advice regarding any potential strategy or investment. 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 Investment is the corporate brand for certain companies operated by Insight Investment Management Limited (IIML). Insight includes, among others, Insight Investment Management (Global) Limited (IIMG), Insight Investment International Limited (IIIL) and Insight North America LLC (INA), each of which provides asset management services. This group of companies may be referred to as 'Insight' or 'Insight Investment'.

Please compare the information provided in this statement to the information provided in the statement received from your Custodian. This report is not intended to replace your custodial statement which is your official record for all pertinent account information. Please notify us promptly if you do not receive from your custodian on at least a quarterly basis account statements that contain the amount of funds and each security in the account at the end of the period and all transactions in the account during that period.

Investment advisory services in North America are provided through two different investment advisers registered with the Securities and Exchange Commission (SEC), using the brand Insight Investment: Insight North America LLC (INA) and Insight Investment International Limited (IIIL). The North American investment advisers are associated with other global investment managers that also (individually and collectively) use the corporate brand Insight Investment and may be referred to as 'Insight' or 'Insight Investment'. INA is registered with the CFTC as a Commodity Trading Advisor and a Commodity Pool Operator and are members of the NFA.

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. 17

Page 118 of 433 ends

ADDITIONAL

INFORMATION

TOWN OF ATHERTON
As of June 30, 2024
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. © 2024 Insight Investment. All rights reserved.
18

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Item No. 7
Town of Atherton
CITY COUNCIL STAFF REPORT – PUBLIC HEARINGS
TO: HONORABLE MAYOR AND CITY COUNCIL

GEORGE RODERICKS, CITY MANAGER
FROM: BRITTANY BENDIX, TOWN PLANNER
DATE: OCTOBER 16, 2024
SUBJECT: CONSIDERATION OF RESOLUTIONS RECOMMENDING ADOPTION

OF AN INITIAL STUDY AND MITIGATED NEGATIVE DECLARATION

AND MITIGATION AND MONITORING REPORTING PROGRAM AND

AMENDMENTS TO THE ATHERTON GENERAL PLAN, AND SECOND

READING OF AN ORDINANCE TO AMEND THE ATHERTON
MUNICIPAL CODE TO IMPLEMENT THE 2023-2031 HOUSING

ELEMENT AND ZONING CODE UPDATES
RECOMMENDATION:

Staff recommends that the City Council continue their public hearing that began at their meeting on September 18, 2024 and adopt the following actions that will revise and implement the 2023- 2031 Housing Element to comply with State law:
▪ Resolution adopting an Initial Study and Mitigated Negative Declaration (IS/MND) and Mitigation and Monitoring Reporting Program (MMRP)
▪ Resolution adopting amendments to the Atherton General Plan ▪ Second Reading and Adoption of an Ordinance to Amend the Atherton Municipal Code.

BACKGROUND
On September 18, 2024, the City Council held a meeting to discuss the Housing Element and Zoning Code Update project. In advance of that meeting and during the public comment section, members of the public requested the Council continue the item for further discussion. During discussion of the proposed project the Council raised questions and provided feedback on certain topics raised by staff. However, the Council did not complete its discussion and therefore, moved to continue the hearing to a special meeting on October 2, 2024.

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At the October 2, 2024 meeting the City Council provided feedback and consensus on items raised by members of the public, individual Councilmembers and ongoing discussions between staff and the California Department of Housing and Community Development (HCD).

The feedback from Councilmembers received at the October 2, 2024 meeting is provided in this report. The attached 2023-2031 Housing Element and proposed Zoning Code Amendments reflect these changes.
*** These attachments have not changed since the September 18, 2024, staff report***

1. Planning Commission Resolution 2024-001

2. Planning Commission Resolution 2024-002

3. Revised Initial Study and Final Mitigated Negative Declaration (IS/MND) and Technical Studies

4. Response to Comments on the Draft IS/MND

5. Public Comments on the Draft IS/MND

6. Mitigation Monitoring and Reporting Program (MMRP)

7. Resolution Recommending Adoption of the IS/MND and MMRP

9. 2023-2031 Housing Element (As Adopted January 31, 2023)

10. Atherton General Plan Text Amendments (Tracked Changes)

11. Resolution Adopting Amendments to the General Plan

13. Atherton Zoning Map Amendment (Existing and Proposed)

14. Resolution Recommending Amendments to the General Plan and Municipal Code Revisions have been made to Attachment 8 and 12.

ANALYSIS
This section identifies outstanding issues for discussion by the City Council and the inclusion of any prior feedback provided to staff. These items relate directly to the revised Housing Element text and the proposed Zoning Code Amendments that were included as Attachments 8 and 12 in the September 18, 2024 packet of materials. Both Attachments 8 and 12 have been re-published as part of this report to address changes discussed at the previous Council meeting on October 2, 2024. These corrections are also noted in this report.

Revised Housing Element Text
Section 3.414 Multi-family Overlays (RM-20 & RM-40)
The revised draft provides the following narrative changes to include information requested by HCD. This effort was identified and explained at the October 2, 2024 Council meeting. ▪ Additional narrative of the site planning circumstances for the identified Sacred Heart Site that demonstrate how the site could facilitate multifamily residential development. This includes the use of comparative examples of infill development on educational campuses at similar densities as those envisioned at the Sacred Heart Site, even if programming and architectural details may differ. As staff has discussed with HCD, the description would address existing uses and building programs and acknowledge the need for redevelopment.

It will not impair the Town’s ability to continue to use the site.

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▪ Additional narrative describing the methodology behind assumptions in Table HE-17:

Recent Development Trends, including comparative details of some sites included in the table. Because Atherton does not have a history of RM-20/40 development on the PFS sites, as discussed with HCD, these similar projects in other jurisdictions demonstrate the development potential of similar sites in Atherton – even if the Atherton sites are smaller than the comparative sites, with a lower total unit yield.

Section 3.416 SB-9 Subdivisions
Additional qualitative analysis for the sample sites is provided in the SB-9 inventory (Table HE – 19) per HCD request. This analysis includes the theoretical and potential subdividing of sample parcels included in Table HE – 19. Note that these theoretical SB-9 subdivisions have not been proposed or recorded, and are only included to demonstrate to HCD that subdividing and development is possible on these lots. Please note that this list does not mandate that these sites are developed with the SB-9 program. The sites are selected only as lots exemplary of SB-9 development potential within the Town and used to model development capacity.

Section 3.421 Analysis of Zoning that Encourages and Facilitates a Variety of Housing Types (RM-10 Overlay)
This section of the revised 2023-2031 Housing Element identifies sites included the RM-10 overlay district. As discussed in the September 18, 2024 staff report, the Planning Commission voted unanimously to recommend approval of the revised Housing Element text, but to remove the four properties along Bay Road and Ringwood Avenue from the Housing Element and related Zoning Map amendments.

The Commission’s recommendation to remove the four sites was provided in response to neighborhood-specific public comment received in advance of and at the hearing. This public comment raised concerns related to the suitability of the four sites for future multifamily development. Although the Commission upheld the CEQA analysis that found no impacts would occur at these four sites, its decision reflects the Commission’s preference for other sites identified in Section 3.412 of the Housing Element.

As previously indicated, staff does not recommend that the Council take the Planning Commission’s recommendation and therefore, the revised Housing Element and any other related attachments continue to include reference to these locations. If the Council upholds the Planning Commission’s recommendation all references to the sites will be removed from the General Plan and Municipal Code amendments.

Staff continues to recommend inclusion of the properties because there is no quantitative requirement asserted in State law for meeting AFFH by introducing a multifamily typology to expand the availability of housing options in the Town. At the Council meeting on September 20, 2023, the Council voted against staff’s recommendation to analyze more sites and to analyze sites at a residential density of 20 dwelling units per acre (du/ac), which would have provided more options for removal and used a density already legally mandated for other housing programs.

However, the Council voted to pursue the sites listed in Section 3.412 and to reduce the analyzed density to 10 du/ac. As a reminder, only eight sites in Section 3.412 that are within an R-1A zoning

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district provide opportunities for the development of multifamily housing without an institutional affiliation. Removing any four properties is a reduction in the AFFH program by fifty percent.

Section 3.515 Processing and Permit Procedures
At the October 2, 2024, Council meeting, staff noted that HCD had raised confusion related to the approval process for the development of multifamily residences on schools site in the Public Schools and Facilities Zone and RM-20/40. Specifically, it is currently unclear to HCD if the development of multifamily housing on the sites require a Master Plan update. Staff has addressed this concern in Section 3.515 Processing and Permit Procedures as it relates to Master Plans, indicating the multifamily development consistent with the adopted standards for RM-20/40 is ministerially approvable by-right and would not on its own require a Master Plan update.

Section 3.700 Housing Goals, Policies & Quantified Objectives The following section addresses edits made as a result of Councilmember feedback on the goals, policies and objectives identified in the 2023-2031 Housing Element.

Policy 3.722(A):

In the October 2, 2024 staff report, this was identified as Policy 3.712(A); the correct reference is Policy 3.722(A).
▪ Added language to educate residents on rental alternatives and the need for report. ▪ Expanded “encouraging” homeowners and developers to “encouraging and incentivizing” homeowners and developers.

Goal 3.730:
▪ Removed the reference to “near” campuses. This goal address development that should occur on-site.

Objective 3.731(A):
▪ The number of housing units encouraged at the PFS sites for moderate to very low-income was corrected to 96 units, from 34 units, to align with the RHNA goal.

Policy 3.732(A):
▪ Expanded “encourage” schools to “encourage and incentivize” schools… Cal Water Goals, Objectives and Policies (3.740-3.742)
▪ Clarified that housing is for staff.
▪ Expanded this section to reference staff housing for the Circus Club.

Policy 3.791(E):

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▪ Noted Project Sentinel’s role. The non-profit organization has an office in Redwood City and provides regular informational events related to Affirmatively Furthering Fair Housing (AFFH).

Policy 3.791(F):
▪ Removed the reference to “five” residents and “one” resident. These reflect performance of the program in its early phase and will improve based on the Town’s efforts. These performance milestones will be noted in the Town’s Annual Progress Reports (APRs).

Section 3.800 Housing Programs
The following feedback from Councilmembers on the housing programs identified in the 2023- 2031 Housing Element was incorporated:

Table HE-36: Quantified Objectives (and surrounding text) was revised to include references to performance targets for Program 3.831(B) – Energy Conservation and Program 3.841 Shared Housing (the latter modified to indicate that it will serve four above moderate-income units).

Program 3.811(B):
▪ Aligned the mid-cycle check-in language for this SB 9 program with the mid-cycle checkin language for the RM-10 program (Program 3.811(D)).

Program 3.811(C):
▪ The October 2, 2024 staff report indicated that the mid-cycle check-in language for this RM-20/40 program would align with language for the RM-10 program (Program

3.811(D)); however, the mid-cycle evaluation is not required for this program as it is reported on annually. Therefore, additional check-in language has not been included. ▪ Removed typo reference to RM-10.

Program 3.811(D):
▪ Modified the program to require modification if “fewer than three of the 11 sites have development or active development proposals.”
▪ Modified the program to identify a number of new sites based on the deficient number of sites triggering modification. For example, if only two sites have development or active development proposals then the goal is deficient by one, so the Town shall identify one additional site.
▪ Removed the bullet referencing SB 10.
▪ Shifted the dates to align the performance review with the Council’s consideration of the 2027 Annual Progress Report in March 2028. Provide an additional six months for consideration of modifications – September 2029. Assert effective date as January 2030.

This results in one additional year from what was additional proposed by staff.

Program 3.812(A):

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▪ Asserted that ADU data will be provided to the Council annually as part of the Annual Progress Report.
▪ Added a reference to ADU workshops held and anticipated in 2024. (Staff anticipates a workshop in November 2024). Expanded “encouraging” homeowners and developers to “encouraging and incentivizing” homeowners and developers. Changed from “every one or two years” to “every six months to a year.
▪ Updated workshop information to indicate ongoing workshops every one to two years.

Program 3.812(B):
▪ Modified the language related to deed restrictions for 10 to 15 years to align with what is currently in the ADU Ordinance by stating “at least 10 years.” Program 3.817:
▪ Modified the program to acknowledge that in the absence of a public hearing process, the Town will still provide a courtesy notice to residents of any approval of multifamily housing, similar to the existing notice provided for tree removals. ▪ Added a requirement for a courtesy notice to properties within 500 feet of the subject property
Program 3.846:
▪ Modified the action of “promoting” housing development on the Gilmore House site to “consider.”
▪ Changed unit target from “at least 5 units” to “up to 4 units.” Section 3.900
Expanded the list of meetings to reflect ongoing engagement and meetings that were held between July 27, 2022 and April 29, 2024.

Zoning Code Amendments
This section describes the changes made to the Zoning Code Amendments based on Council discussion and consensus. For added reference a link to the video of the October 2, 2024, Council meeting is provided below. On items that received extended discussion by Councilmembers, a timestamp in the video is provided. Timestamps in the video are noted as hour:minute:second. For example, 3:48:50 refers to the moment at 3 hours, 48 minutes and 50 seconds into the video. A viewer can move through the video using the time bar at the bottom of the image and dragging the red dot to find a specific moment. See Figure 1 for reference.

October 2, 2024 Council Meeting:
▪ Part 1: https://www.youtube.com/watch?v=Y90HIbTGSLo
▪ Part 2: https://www.youtube.com/watch?v=TDKDTXJWr7k

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FIGURE 1: TIMESTAMP SCROLL BAR
RM-10
The following changes have been reflected in the standards for development in the RM-10 overlay district, Chapter 17.35 of the zoning code.

17.35.020 Characteristics of the District
▪ Language in this paragraph specifies that the minimum lot size for RM-10 eligibility is 0.5 acres and that a project must include a minimum of five dwelling units (not including ADUs). This requirement does not apply to the RM-10 sites that are with the Public Open Space (POS) zoning district.

17.35.030(A)(1) Height/Sidewalls
▪ Modifications to this section limit the maximum sidewall height at the front setback to 28 feet. The section retains its allowance for the height to increase at a ratio of one foot for each one foot increase in the front setback. Figure 17.35.030-1 reflects this change. Council consensus at 3:48:50 (Part 1).

17.35.030(B) Setbacks
▪ Front Setback: Figure 17.35.030-2 is updated to reflect the 28 foot front sidewall height. ▪ Rear Setback: This section modifies the rear yard requirement for lots adjacent to R-1 and single-family RM-10 properties to range from 35 feet to 50 feet, depending on lot width.

Council consensus at 4:07:40 (Part 1).
▪ Rear to Front Transfer: Language facilitating a transfer of additional rear yard setback to a reduction in the front setback, up to 10 feet, has been included. This was added to the front setback requirement for clarity, but it was discussed at the Council meeting in the context of rear setback requirements. Council consensus at 4:11:30 (Part 1). ▪ Corner Lots: Added language indicates that corner lots within the RM-10 overlay must treat the longer property street frontage as the front property line. Council consensus at 4:23:00 (Part 1).

17.35.030(C) Floor Area Ratio
▪ This section modifies the maximum floor area ratio (FAR) to 0.45, with a possible increase of 0.10 to a maximum of 0.55 if all residential parking is provided below grade. Council consensus at 4:31:10 and 4:32:15 (Part 1). Page 126 of 433 Housing Element and Zoning Code Updates
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▪ Habitable attic space is removed as an exemption from FAR. Council consensus at 4:35:06 (Part 1).

17.35.030(D) Lot Coverage
▪ Modified to include a landscaping requirement for the remaining 50 percent of uncovered lot that is consistent with existing landscaping standards in the Atherton Municipal Code (AMC). Council consensus at 4:40:50 (Part 1).

17.35.030(E) Site Design
▪ Communal outdoor spaces: Modified to allow outdoor communal spaces within the buildable area and to indicate exceptions to this requirement must be sought through a special structures permit. Council consensus at 0:02:50 (Part 2). ▪ Underground parking approach: The setback requirement for changes in grade attributed to an underground driveway approach was increased to 10 feet. Council consensus at 4:52:50 (Part 1).

17.35.030(F) Landscape Screening
▪ Modified the timing of installation for landscape screening to be consistent with AMC Section 17.50.060, but to not include an option to use a bond or deposit in lieu of the installation requirement. Council consensus at 4:50:15 (Part 1).

17.35.030(J) Roof and Eave Details
▪ The prohibition on asphalt shingles was removed.

17.35.030(K) Site Lighting
▪ Additional language relating to common areas and exterior-facing windows is included to clarify the intent of this requirement. Council consensus at 5:04:40 (Part 1).

17.35.030(L) Accessory Buildings and Structures
▪ Language relating to outdoor communal buildings and structures has been updated to align with Section 17.35.030(E).
▪ Modifications have applied a minimum height of six (6) feet and a maximum height of eight (8) feet to the trash and recycling enclosure requirements. Council consensus at 5:14:35 (Part 1).
▪ The restriction on locating trash and recycling enclosures in the front setback has been removed. Council consensus at 5:24:00 (Part 1).

17.35.030(M) Parking Requirements
▪ Modified the parking requirements to address HCD’s restrictions on mandated covered parking (carports) and provide landscape screening as a requirement. Changed minimum

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planting height for parking screening from 6 feet to 8 feet. Council consensus at 5:27:40 (Part 1).
▪ Corrected typo to refer to combined total parking per unit as 2.4 spaces. ▪ Modified the restriction on parking within all setback areas to apply to only rear setbacks.

Council consensus at 4:13:35 (Part 1).

17.35.030(N) Underground Parking Requirements
▪ A new section consolidates all underground parking requirements into one location.

Council consensus at 4:52:50 and 5:28:04 (Part 1).

17.35.030(O) Underground Parking Incentives
▪ A new section consolidates all incentives provide for the location of parking underground.

RM-20/40
The following changes have been reflected in the standards for development in the RM-20/40 overlay district. Additionally, this section is now integrated into the existing Public Facilities and Schools (PFS) zoning district as Section 17.36.070, rather than being a distinct zoning chapter.

17.36.070 PFS Preamble
▪ Modified the preamble to include language previously shared as 17.39.010-030 serving to introduce the RM-20/40 overlay and identify how objective standards are applied. Council consensus at 5:41:15 (Part 1).

17.36.070(A) Height/Sidewalls
▪ Provided distinction in height and sidewall requirements for RM-20 and RM-40 sites. o For RM-20 sites, the maximum height requirement is 34 feet. The maximum sidewall height on a frontage facing an R-1 property is 21 feet, for all other frontages it is 28 feet. The sidewall height may increase at a ratio of 1 foot for every additional 1 foot of setback, up to the maximum height of 34 feet. Council consensus at 5:56:15 and 5:57:30 (Part 1).
o The maximum height and sidewall requirements for RM-40 sites did not change, but are specifically called out as only apply to RM-40. Council consensus at 5:48:15 and 6:01:04 (Part 1).
o Corresponding figures were updated in this section.

17.36.070(B) Setbacks
▪ Modified the setback standards to increase the minimum setback requirement to 50 feet from any property line shared with an R-1 property and 40 feet for all other property lines.

Council consensus at 6:01:40 and 6:02:00 (Part 1).
▪ Updated figures to correspond to modified height and setback requirements, as well as the distinction between RM-20 and RM-40 sites.

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17.36.070(C) Lot Coverage
▪ Modified this language to be consistent with the landscaping standard for RM-10.

17.36.070(D) Site Design
▪ Deleted the standard that limits communal outdoor activities. Council consensus at 0:08:40 (Part 2).

17.36.070(E) Landscape Screening
▪ Modified this requirement to be consistent with the language in RM-10. Council consensus at 0:10:10 (Part 2).

17.35.030(I) Roof and Eave Details
▪ The prohibition on asphalt shingles was removed.

17.36.070(J) Site Lighting
▪ Modified this requirement to be consistent with the language in RM-10. Council consensus at 0:10:55 (Part 2).

17.36.070(K) Accessory Buildings
▪ Modified this requirement to be consistent with the language in RM-10. Council consensus at 0:10:55 (Part 2).

17.36.070(L) Parking Requirements
▪ Provided added clarity relating the “livable space.”

STAFF RECOMMENDATION
Staff recommends that City Council consider the materials presented in this staff report, take public comment and take the following actions:
▪ Discuss and adopt the Initial Study and Mitigated Negative Declaration (IS/MND) and Mitigation and Monitoring Reporting Program (MMRP) for the 2023-2031 Housing Element and Zoning Code updates.
▪ Discuss and adopt the proposed amendments to the Atherton General Plan, including specific revisions to the 2023-2031 Atherton Housing Element.
▪ Accept for second reading and adopt the proposed amendments to the Atherton Municipal Code and Zoning Map.

ENVIRONMENTAL CONSIDERATIONS

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Housing Element and Zoning Code Updates
October 16, 2024

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A Draft Initial Study/Mitigated Negative Declaration (Attachment 3) was prepared for the Housing Element. On May 10, 2024, a Notice of Intent (NOI) was distributed pursuant to local noticing requirements and posted with the California State Clearinghouse and the San Mateo County Clerk’s Office, which initiated a 30-day public comment period beginning on May 10, 2024, and ending June 11, 2024. The Initial Study/Mitigated Negative Declaration concluded that the Housing Element could result in potentially significant impacts related to Air Quality, Biological Resources, Cultural Resources, Greenhouse Gases, Noise, Transportation/Traffic, and Tribal Cultural Resources. The Initial Study/Mitigated Negative Declaration concluded that potential impacts would be mitigated to less than significant levels through the implementation of recommended mitigation measures or through compliance with existing Municipal Code requirements and Town standards. The Town will impose mitigation measures identified and contained in the Mitigation Monitoring and Reporting Program on future housing projects that implement the Housing Element. The Initial Study and Mitigated Negative Declaration, Response to Comments and the Mitigation Monitoring and Reporting Program are incorporated herein by reference.

FISCAL IMPACT
The overall fiscal impact to the General Fund would be $323,244 to complete the Housing Element and related CEQA review. Related work would be $159,553 to complete Objective Design Standards and $118,553 to complete Zoning Code modifications. Funds were incorporated as part of the Town’s FY 2023-24 and 2024-25 Budgets.

PUBLIC NOTICE
Public notification was achieved by posting the City Council agenda, with this agenda item being listed, at least 72 hours prior to the meeting in print and electronically. Legal advertisement of this hearing was published in The Almanac newspaper, 10 days prior to the initial hearing date.

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 not limited to, media outlets, school districts, Menlo Park Fire District, service providers (water, power and sewer), and regional elected officials.

ATTACHMENTS

1. Revised ‘Attachment 8’ 2023-2031 Housing Element Amendments (Oct ’24)

2. Revised ‘Attachment 12’ Atherton Municipal Code Text Amendments (Tracked Changes)

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Town of Atherton 2023-2031 Housing Element – DRAFT
October 2024
1 Table of Contents

3.000 HOUSING ELEMENT (2023-2031 UPDATE) 3

3.100 INTRODUCTION 3

3.110 Purpose of the Housing Element 3

3.120 Definition of Income Categories 4

3.130 RHNA (Regional Housing Needs Allocation) 2023 - 2031 (6th Cycle) 6

3.140 Relation to Other Elements (including General Plan Consistency Analysis) 6

3.200 ASSESSMENT OF HOUSING NEEDS 8

3.210 Housing Needs Detailed Analysis 8

3.211 Summary of Key Facts 8

3.300 ATHERTON FAIR HOUSING ASSESSMENT 17

3.310 Introduction – What is Fair Housing? 17

3.320 Section Content and Organization 21

3.321 Primary Findings 22

3.330 Fair Housing Enforcement and Outreach Capacity 24

3.340 Integration and Segregation 29

3.350 Access to Opportunity 42

3.360 Disparate Housing Needs 57

3.370 Site Inventory Analysis 74

3.380 Local Data, Knowledge, and Other Relevant Factors 74

3.390 Fair Housing Issues, Contributing Factors, and Town Action Plan 76

3.400 HOUSING RESOURCES 79

3.410 Inventory of Sites Suitable for Residential Development 79

3.411 6th Cycle RHNA 79

3.412 Pipeline Projects 83

3.413 Accessory Dwelling Units 84
ATTACHMENT 1

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2 3.414 Multi-Family Overlays (RM-20 and RM-40) 85

3.415 Underutilized Parcels 101

3.416 SB9 Subdivisions 101

3.417 AFFH and Identified Sites 108

3.418 Environmental Constraints Analysis 110

3.419 Infrastructure Description 111

3.420 Zoning Shortfall Analysis 113

3.421 Analysis of Zoning that Encourages and Facilitates a Variety of Housing Types16

3.430 Other Housing Resources 121

3.500 CONSTRAINTS ON HOUSING 122

3.510 Governmental Constraints Analysis 122

3.511 Land Use Controls 122

3.512 Codes and Enforcement 125

3.513 On and Off-Site Improvement Requirements 126

3.514 Fees and Exactions 126

3.515 Processing and Permit Procedures 136

3.516 Constraints on Persons with Disabilities 140

3.517 Constraints on Emergency Shelters 142

3.520 Non-Governmental Constraints Analysis 143

3.521 Land Prices 144

3.600 REVIEW OF 2015-2022 HOUSING ELEMENT PERFORMANCE 148

3.610 Effectiveness of the Element 148

3.620 RHNA Progress in Implementation 148

3.630 Review of Prior Housing Element Programs 149

3.640 Implementation Status and Analysis of 5th Cycle Housing Element Programs156

3.700 HOUSING GOALS, POLICIES, AND QUANTIFIED OBJECTIVES 165

3.800 HOUSING PROGRAMS 170
QUANTIFIED OBJECTIVES 170
ATTACHMENT 1

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3 PROMOTING HOUSING MOBILITY 194

3.900 EFFORTS TO ACHIEVE COMMUNITY ENGAGEMENT 195
APPENDICES 198

3.000 HOUSING ELEMENT (2023-2031 UPDATE)

3.100 INTRODUCTION

3.110 Purpose of the Housing Element
The State of California Government Code § 65588(e)(2) requires that all cities within the San Francisco Bay Area update the Housing Element of their General Plan by January 31, 2023. The purpose of this document is to meet this requirement by evaluating the existing and projected housing needs of all economic segments of Atherton, evaluating existing policies and programs aimed at the preservation, improvement and development of housing and where appropriate, identifying new priorities.

The contents of this update include an analysis of housing needs, statements of goals and policies, a schedule of programs and actions and an estimate of the number of housing units the Town expects to be developed, improved and maintained in the local housing stock. Programs and policies included in the existing Housing Element were evaluated and modified where necessary to reflect changing market conditions and policy priorities.

Atherton, shown in relation to San Mateo County in Figure HE - 1 is a residential community of approximately 7,200 residents with a land area of approximately six square miles. The Town is bordered by Menlo Park, Woodside, Redwood City and unincorporated San Mateo County. Founded in the early 1920’s, Atherton is characterized by large lot residential land use, where minimum lot size is 1/3 to 1 acre throughout the Town. There is no commercial or industrial land use in Atherton. There are eight schools in Town, three of which are private.

ATTACHMENT 1

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4 FIGURE HE - 1: TOWN LOCATOR
Source: San Mateo County GIS

3.120 Definition of Income Categories
Since the determination of housing need is often discussed in terms of income categories, it is important to define the categories used in this update at the outset. The Department of Housing and Urban Development (HUD) has established household income categories based on a proportion of the area’s median family income as summarized in Table HE -

1. The income categories established by HUD are used by the California Department of Housing and Community Development (HCD) to calculate income limits for counties throughout the state. The income limits established by HCD for San Mateo County in 2021 are presented in Table HE - 2. This information also provides the maximum income limits based on the number of persons per household. Table HE - 3identifies the monthly maximum affordable housing cost by number of people in a household and income category of the household for San Mateo County in 2021. The monthly amount is calculated as 30 percent of the household’s annual income.

ATTACHMENT 1

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5 TABLE HE - 1: HCD INCOME CATEGORIES DEFINED
Income Category Definitions
Acutely Low 0 – 15% of area median income
Extremely Low 15% - 30% of area median income
Very Low 30%-50% of area median income
Lower1 50%-80% of area median income
Moderate 80%-120% of area median income
Above Moderate Above 120% of area median income
Source: HCD Income Limits
TABLE HE - 2: ANNUAL INCOME LIMITS BY HOUSHOLD SIZE – 2021(US$) San Mateo County Income Limits (2021)
(
Number of Persons Per Household*
(Maximum Income)
Income Category 1 2 3 4 5
Extremely Low $38,400 $43,850 $49,350 $54,800 $59,200
Very Low $63,950 $73,100 $82,250 $91,350 $98,700
Low Income $102,450 $117,100 $131,750 $146,350 $158,100 Median Income $104,700 $119,700 $134,650 $149,600 $161,550 Moderate Income $125,650 $143,600 $161,550 $179,500 $193,850 *The HCD State Income Limits goes up to a family size of 8. Because so few families are 6-8 persons, only 1 through 5 are listed here.

Source: HCD State Income Limits 2021 and State CDBG and HOME Income Limits 1 Term may also be used to mean 0% - 80% of AMI
ATTACHMENT 1

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6 TABLE HE - 2: MONTHY MAXIMUM AFFORDABLE HOUSING COST BY HOUSEHOLD SIZE – 2021 (US$)
San Mateo County Income Limits (2021)
Number of Persons Per Household
(Maximum Income)
Income Category 1 2 3 4 5
Extremely Low $960 $1,096 $1,234 $1,370 $1,480
Very Low $1,599 $1,828 $2,056 $2,284 $2,468
Low Income $2,561 $2,928 $3,294 $3,659 $3,953
Median Income $2,618 $2,993 $3,366 $3,740 $4,039
Moderate Income $3,141 $3,590 $4,039 $4,388 $4,846

Source: HCD State Income Limits 2013 and State CDBG and HOME Income Limits, calculations by Good City Company.

3.130 RHNA (Regional Housing Needs Allocation) 2023 - 2031 (6th Cycle) The Regional Housing Needs Allocation in the Bay Area is a process managed by ABAG (Association of Bay Area Governments) and MTC (Metropolitan Transportation Commission), whereby the housing needs for the Bay Area are distributed to the various County and city jurisdictions. The 2023 - 2031 period is the 6th RHNA cycle since the beginning of the process. The Town of Atherton has been assigned the allocations by income category, listed in Table HE – 4 for this cycle:

TABLE HE - 4: ATHERTON’S 6TH CYCLE RHNA
Income Category Number of Units
Very Low Income 94 dwelling units
Low Income 54 dwelling units
Moderate Income 56 dwelling units
Above Moderate Income 144 dwelling units
Total 348 dwelling units
Source: HCD

3.140 Relation to Other Elements (including General Plan Consistency Analysis) The Housing Element is closely related to the Land Use, Open Space and Circulation Elements. In the Housing Element, residential land use is translated into terms of household units to be accommodated in the future. Lands designated for residential use are ATTACHMENT 1

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7 identified in the Land Use Element; the location, site area and terrain suitable for housing is related to both open space and land use; and the capability of serving residential neighborhoods by an efficient circulation system is discussed in the Circulation Element.

State law requires that all elements of the general plan be consistent with each other.

The General Plan was reviewed to ensure that the goals and policies of this Housing Element are consistent with the other elements of the Town’s General Plan.

ATTACHMENT 1

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8 3.200 ASSESSMENT OF HOUSING NEEDS

3.210 Housing Needs Detailed Analysis
See Appendix 2 for detailed Housing Needs Analysis provided by the Metropolitan Transportation Commission (MTC) and the Association of Bay Area Governments (ABAG).

To assist local jurisdictions in the preparation of their housing elements, MTC/ABAG provides data on topics of population, demographics, employment, and households for individual jurisdictions, counties and the region. An assessment of this information and related housing needs is provided in this section of the Housing Element.

3.211 Summary of Key Facts
This section provides a brief summary of key facts about people, jobs, housing and households, and special housing needs within Atherton. These facts give a demographic background for the town, highlighting its small population, relatively high income, and the rarity of in-town employment. Atherton’s fair housing analysis, housing resources, and constraints are best understood in the context of these facts. In depth analysis of Affirmatively Furthering Fair Housing (AFFH) and housing needs is included in section 3.300.

Housing resources are described in section 3.400, and constraints on housing are provided in section 3.500.

People
● Population – Atherton’s population has been declining, unlike the rest of San Mateo County and the Bay Area region. While the city’s population decreased by

0.3% from 2000-20202
, both the county and the Bay Area’s populations have
increased (by 8% and 15% respectively)3
. In Atherton, this has been the result of
almost complete buildout of the Town in accordance with the General Plan, aging population, the escalating cost of land, and policies that restrict land use to low density residential and minimum lot sizes of 1 acre or ⅓ acre. The increase in population throughout the region is mostly due to natural growth (births minus deaths) and a strong economy drawing new residents to the region. ● Income – Atherton has a lower percentage of lower income households than the rest of the county and region, with 17% of households earning less than 80% of the Area Median Income (AMI)4 compared to 40% of households in San Mateo 2 U.S. Census Bureau 2020 Decennial Census Table P1, 2000 Decennial Census Table DP1. 3 Ibid.
4 The Area Median Income (AMI) is the middle spot between the lowest and highest incomes earned. The 2021 AMI for the county is $104,700 for a single person, $119,700 for a household of two and $149,600 for a family of four.

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9 County and 39% of households in the Bay Area as a whole. Of those that are considered lower income in Atherton, approximately 6.3% are considered very low-income (earning less than 50% of AMI) and 6.5% are considered extremely low income (earning less than 30% of AMI).
● Age – Community members in Atherton, as a group, are older than in the past, and compared to San Mateo County and the Bay Area as a whole. The median age in Atherton has increased from 45.1 in 2000 to 47.4 in 2019. The median age in San Mateo County was 39.7 in 2019, and median ages in counties of the greater Bay Area range from 37.1 in Santa Clara County, to 46.8 in Marin County. In 2019,

22.3% of the population of Atherton was under 18 years old and 22.4% was over 65 years old. In San Mateo County, 20.8% of the population was under 18, and

15.8% was over 65, while for the Bay Area as a whole, 20.6% was under 18 and 15% was over 65.
5 Race/Ethnicity – Atherton is less diverse than San Mateo County and the Bay Area as a whole. In 2019, 69% of the population of Atherton was White, 21% was Asian, 4.4% was Latinx, and 0.8% was African American. By comparison, in San Mateo County, 39% of the population was White, 28% was Asian, 24% was Latinx, and 2% was African American. The population of the Bay Area by race was 39%, 26%, 24%, and 6%, respectively.6 The population of Atherton broken down by race is included in Figure HE - 2.

FIGURE HE - 2: ATHERTON POPULATION BY RACE (2019)
Source: U.S. Census Bureau, American Community Survey 5-Year Data (2015-2019), Table B03002. 5 U.S. Census Bureau American Community Survey 2019 5-Year Estimates Table S0101. 6 U.S. Census Bureau American Community Survey 2019 5-Year Estimates Table DP05.

American Indian
or Alaska Native,
Non-Hispanic
0%
Asian / API, NonHispanic
21%
Black or African
American, NonHispanic
1%
White, NonHispanic
69%
Other Race or
Multiple Races, NonHispanic
5%
Hispanic
or Latinx
4%
Atherton Population by Race, 2019
ATTACHMENT 1

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10 ● Poverty – Currently, people of color in San Mateo County and the Bay Area as a whole are more likely to experience poverty. The group with the highest poverty rate in Atherton is Asian/Pacific Islander residents (5.3%). White (Hispanic and NonHispanic) residents have the lowest poverty rate (3.5%).7 Jobs
● Employment – Generally, having a similar number of jobs and employed residents produces more benefits for a community, such as reducing traffic and climate impacts, and allowing people who work in the community to also live there. San Mateo County is job rich, meaning it has more jobs than employed residents. The 2018 jobs-to-resident-workers ratio for San Mateo County is 0.96, compared to 0.95 for the greater Bay Area. In contrast, Atherton is job poor. In 2018, there were 2,995 employed residents and 2,570 jobs8,9 in Atherton, resulting in a jobs-to-residentworkers ratio of 0.86. However, the estimation of jobs likely includes commercial enterprises within the nearby County-unincorporated area as the Town has no commercial land use. The Town believes that a more accurate number for jobs in Atherton is far less and has advised ABAG/MTC of this concern during each Plan Bay Area review. Actual jobs with physical locations in Atherton are limited to Town employees, public and private school employees, country club employees and Cal Water employees. There are, however, a number of service industry jobs that are located in Atherton, such as construction, delivery, and household staff.

Unfortunately there is no data readily available to more accurately represent local jobs. Unemployment – Jurisdictions throughout the region experienced a sharp rise in unemployment in 2020 due to impacts related to the COVID-19 pandemic, though with a general improvement and recovery in the later months of 2020. As of January 2021, Atherton’s unemployment rate was 6.1%, which was higher than the county unemployment rate of 5.9%, slightly lower than the regional unemployment rate of 6.6%, but much lower than its pandemic-related high rate of 14.6% in April 2020. Atherton’s pre-pandemic unemployment rate in January 2020 was 2.8%.10
7 Some demographic groups do not have reported poverty rates or may have over/underestimated rates as a result of having a limited sample for the particular group. 8Employed residents in a jurisdiction are counted by place of residence (they may work elsewhere) while jobs in a jurisdiction are counted by place of work (they may live elsewhere). 9 U.S. Census Bureau, Longitudinal Employer-Household Dynamics, Workplace Area Characteristics (WAC) files, 2002-2018
10California Department of Employment Development, Local Area Unemployment Statistics (LAUS), Subcounty areas monthly updates, 2010-2021.

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11 Housing and Households
● Housing Units – The growth in the number of homes in the Bay Area has not kept pace with the demand, resulting in longer commutes, increasing prices, and exacerbating issues of displacement and homelessness. The number of housing units in Atherton increased by 7% from 2010 to 2020, which is driven by the number of new ADUs within the town. The growth rates for San Mateo County and the region’s housing stock during the same time period were 3% and 5% respectively. 11 Home Prices and Rents – Housing prices in Atherton are not seen as affordable to most residents and workers in the region. Given high job growth and low housing growth in the county and the greater Bay Area, the cost of housing in Atherton has increased significantly in the past decade:
o Sales Price – In 2020, the average sales price of a single-family home in Atherton was approximately $7,897,800. Home prices increased by 196% from 2010 to 2020.12 In comparison, the average sales price of a singlefamily home in San Mateo County was $2,153,231, 13 and $2,049,216 in the
greater Bay Area.
14 Figure HE - 3 shows the change in average home sales prices in Atherton between 2010 and 2020.
11 U.S. Census Bureau, American Community Survey 2010 and 2020 5-Year Estimates Table B25001. 12 San Mateo Association of REALTORS Annual Reports 2010-2020 13 Ibid.
14 California Association of REALTORS California Housing Market Update ATTACHMENT 1

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12 FIGURE HE - 3: ATHERTON AVERAGE HOME SALE PRICE (2010-2020) Source: San Mateo Association of REALTORS Annual Reports 2010-2020 o Rental Prices – According to the US Census Bureau’s American Community Survey 5-Year Datasets, rental prices in Atherton increased by 60% from 2009 to 2019. The median rent in 2019 was $3,200. To rent a typical apartment without cost burden, a household would need to make $128,320 per year.15 Although Atherton’s housing stock is primarily single-family residential, there are multifamily units provided on institutional sites that are rented. However, data distinguishing between the actual unit types is not available. There are not a sufficient number of rental units (only 150 in the town)16 for the US Census to break this number down by housing type. The rental data gathered by the Census does not necessarily corroborate with Atherton’s internal data that tracks attested rents for accessory dwelling units (ADUs), the most recent of which is from 2023. The Town’s internal data includes 41 ADUs rented for a median of $0 – that is, the property owner is not charging rent on the occupant – and an average rent of $765. Higher prices in census data may reflect larger homes than the lower cost of ADU rental in Atherton.
15 Note that contract rents may differ significantly from, and often being lower than, current listing prices. 16 This number comes from the US Census Bureau’s American Community Survey 5-year Datasets and is an estimate. It may not corroborate with the Town’s internal sources of data. $1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
$8,000,000
$9,000,000
$10,000,000
Atherton Average Home Sales Price
ATTACHMENT 1

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13 ● Housing Type – In 2020, 98% of homes in Atherton were single family detached, 2% were single family attached, 0.2% were small multifamily (2-4 units), and 0% were medium or large multifamily (5+ units). Moreover, Atherton’s housing consists of more detached single-family homes than the region as a whole (98% as compared to 52% in the Bay Area, and 66% in San Mateo County). ● Housing for Large Families - Large families are generally served by homes with 3 or more bedrooms, of which there are 2,093 units in Atherton (94% of the housing).

Among these 3+ bedroom units, 6% are renter-occupied and 94% are owneroccupied, compared to 37% renter-occupied and 63% owner-occupied in San Mateo County, and 39% renter-occupied and 61% owner-occupied in the greater Bay Area.
● Cost Burden – The U.S. Department of Housing and Urban Development (HUD) considers housing to be affordable for a household if the household spends less than 30% of its income on housing costs. A household is considered “costburdened” if it spends more than 30% of its monthly income on housing costs, while those who spend more than 50% of their income on housing costs are considered “severely cost-burdened.” In Atherton, 14% of households are cost burdened, while an additional 18% of households are severely cost burdened. In San Mateo County, 19% of households are cost burdened, with 17% of households severely cost burdened, while the same proportions of households (19% and 17%, respectively) are cost burdened in the Bay Area as a whole. ● Neighborhood Equity – Some neighborhoods are identified as “Highest Resource” or “High Resource” by the State of California’s Tax Credit Allocation Committee and HCD based on a range of indicators such as access to community resources – quality schools, proximity to jobs and economic opportunities, low pollution levels, and other factors.17 However, neighborhoods do not always receive an equitable share of these community resources and may be designated as “Low Resource” if they lack these amenities. Approximately 40% of residents in Atherton live in neighborhoods identified as “Highest Resource” or “High Resource”, while no residents live in areas identified by this research as “Low Resource”. While one of the census tracts is identified as “Moderate Resource,” Atherton, as a whole, is commonly understood and accepted as a high-resource community. 17 “The TCAC/HCD Opportunity Map identifies areas in every region of the state whose characteristics have been shown by research to be most strongly associated with positive economic, educational, and health outcomes for low-income families – particularly long-term outcomes for children – when compared to other neighborhoods in the same region.” For more information on the “opportunity area” categories developed by HCD and the California Tax Credit Allocation Committee, see this website:
https://www.treasurer.ca.gov/ctcac/opportunity.asp.

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14 ● Displacement & Gentrification – Displacement, or the inability of residents to afford to remain in their homes, is a major concern in the Bay Area due to increasing housing prices. Displacement has the most severe impacts on low- and moderateincome residents. When individuals or families are forced to leave their homes and communities, they lose their support network. A related concern is the impact of gentrification or exclusion—when neighborhoods have limited or no housing opportunities for low- and moderate-income residents.

Low-income households are excluded from virtually all of Atherton’s neighborhoods due to the high cost of land. No households in Atherton live in neighborhoods that are susceptible to or experiencing displacement, or in areas at risk of or undergoing gentrification.18
The notable exception to this is accessory dwelling units (ADUs) and junior ADUs (JADUs) throughout town. The Town supports and encourages an active and successful home-sharing program through HIP Housing. Lastly, Menlo College provides extensive dormitory use for students that would otherwise be housed and renting affordable units off campus. By supporting multi-family housing on campus, the Town is able to assist in opening up scarce affordable housing resources throughout the region.

Special Housing Needs
Some population groups may have special housing needs and may have greater difficulty in finding decent, adequate, and affordable housing due to mobility and accessibility barriers. For instance, individuals with disabilities are often unable to work and live off of a fixed income, such as Supplemental Security Income. They also may require accessibly designed housing to accommodate needs related to their specific disabilities, employment and income, family characteristics, disability, and/or household characteristics.
● In Atherton, 7.8% of residents have a disability of any kind and may require accessible housing. People with disabilities face challenges when looking for housing, especially housing that is “visitable,” or able to be entered and used by someone in a wheelchair or other mobility device. There is a limited supply of handicap accessible, generally affordable housing, and the supply is especially limited near transit. Proximity to transit is important because many people with disabilities cannot drive. People with disabilities are also often extremely lowincome due to the challenge of securing long-term employment and higher medical bills. Additionally, some people with disabilities, particularly developmental disabilities, have lived with their parents and often do not have 18 For more information on the University of California, Berkeley Urban Displacement map, see this website:
https://www.urbandisplacement.org/maps/california-estimated-displacement-risk-model/ ATTACHMENT 1

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15 rental or credit history. This makes it harder for them to compete for the limited housing that is available.
● Seniors (individuals 64 years of age or older) are another segment of the population with special housing needs. As previously mentioned, 22.4% of Atherton’s population, or 1,596 individuals, were seniors in 2019. As the large baby boomer population ages, Atherton, like the rest of San Mateo County, is expected to see a growing population of seniors. Currently, there are no senior housing units in Atherton. However, as the population of the Town continues to age, there may be a greater need for more senior housing (i.e. smaller, multifamily units, or accessible units), spurred by a growing trend by many to age-in-place or downsize to remain in their communities. In Atherton, 13% of households are larger households with five or more people sharing the same home. These households likely need larger housing units with three bedrooms or more. Since 0% of the large households in the Town are considered very low-income and 94% of the units in the Town are three or more bedrooms, the high cost of housing in the Town has not prevented a majority of these large families from securing adequate housing.

However, larger households needing three or more bedrooms often have difficulty in finding adequate and affordable housing. The higher costs required for homes with multiple bedrooms can result in larger families experiencing a disproportionate cost burden compared to the rest of the population and can increase the risk of housing insecurity. ADUs typically cannot achieve three or more bedrooms within realistic square footage limitations and do not necessarily meet the needs of low-income or cost burdened larger households. ● In Atherton, 5.4% of households are female-headed families, which can be of greater risk of housing insecurity, or losing their home. Households headed by a single parent can have special needs due to the economic limitation of earning only one income, and the challenges of childcare without a partner. Although gender equality has made strides over the past 50 years, women continue to earn lower incomes than men. Therefore, female-headed households have specific housing needs that must be addressed: low-cost housing, suitability for children and located near schools and childcare facilities. Difficulty in finding affordable housing can result in disproportionate cost burden on female headed families compared to the rest of the population and can also increase the risk of housing insecurity.
● In the 2022 San Mateo County One Day Homeless Count and Survey, there were 3 homeless individuals in Atherton, or less than 1% of the town’s population.

Atherton historically has one of the lower homeless counts in San Mateo County.

Shelters and homeless assistance programs are the main resources available to homeless residents of San Mateo County. San Mateo County’s Center on ATTACHMENT 1

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16 Homeless, a program overseen by the County Human Services Agency, coordinates the provision of homeless services within the County, including those by non-governmental entities. The Center on Homeless provides information to county residents and referrals, administers self-sufficiency programs, and develops homeless resources. There are also several specialized shelters for people with substance abuse problems, mental illnesses, victims of domestic violence and for the youth. The nearest large homeless assistance facility is the Shelter Clearinghouse at the Fair Oaks Community Center in Redwood City. This is an information resource and reference point that provides shelter referrals to homeless individuals and families and works in close with San Mateo County Human Services to provide individuals and families much-needed support to stabilize their living situations. Limited housing affordability and availability increases the risk of continued housing insecurity for homeless individuals. ● Extremely Low Income (ELI) Households – ELI households earn 30% of the Area Median Income or less. This amounts to an annual income of $54,800 or below for a family of four in San Mateo County. According to HUD data, there are 149 households with extremely low incomes (out of 2,305 total households, or 6.4%).

Of these households, 130 are owner occupied (87% of all extremely low income households) and 19 are renter occupied (13%).

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17 3.300 ATHERTON FAIR HOUSING ASSESSMENT

3.310 Introduction – What is Fair Housing?
The State of California’s 2018 Assembly Bill (AB 686) requires that all public agencies in the state affirmatively further fair housing (AFFH) beginning January 1, 2019. Public agencies receiving funding from the U.S. Department of Housing and Urban Development (HUD) are also required to demonstrate their commitment to AFFH. The federal obligation stems from the fair housing component of the federal Civil Rights Act mandating federal fund recipients to take “meaningful actions” to address segregation and related barriers to fair housing choice. The Town does not receive HUD funding.

AB 686 requires all public agencies to “administer programs and activities relating to housing and community development in a manner that affirmatively furthers fair housing, and take no action inconsistent with this obligation”19 AB 686 also makes changes to Housing Element Law to incorporate requirements to AFFH as part of the housing element and general plan to include an analysis of fair housing outreach and capacity, integration and segregation, access to opportunity, disparate housing needs, and current fair housing practices.

Source: California Department of Housing and Community Development Guidance, 2021, page 14. 19 California Department of Housing and Community Development Guidance, 2021, page 9.

Affirmatively Furthering Fair Housing
“Affirmatively furthering fair housing” means taking meaningful actions, in addition to combating discrimination, that overcome patterns of segregation and foster inclusive communities free from barriers that restrict access to opportunity based on protected characteristics. Specifically, affirmatively furthering fair housing means taking meaningful actions that, taken together, address significant disparities in housing needs and in access to opportunity, replacing segregated living patterns with truly integrated and balanced living patterns, transforming racially and ethnically concentrated areas of poverty into areas of opportunity, and fostering and maintaining compliance with civil rights and fair housing laws. The duty to affirmatively further fair housing extends to all of a public agency’s activities and programs relating to housing and community development. (Gov. Code, § 8899.50, subd. (a)(1).)” ATTACHMENT 1

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18 History of segregation in the region
The United States’ oldest cities have a history of mandating segregated living patterns—and Northern California cities are no exception. ABAG, in its recent Fair Housing Equity Assessment, attributes segregation in the Bay Area to historically
discriminatory practices—highlighting redlining and
discriminatory mortgage approvals—as well as “structural inequities” in society, and “self-segregation” (i.e., preferences to live near similar people). The narrative below applies regionally and is not solely specific to the Town of Atherton.

Researcher Richard Rothstein’s 2017 book The Color of Law: A Forgotten History of How Our Government Segregated America chronicles how the public sector contributed to the segregation that exists today. Rothstein highlights several significant developments in the Bay Area region that played a large role in where the region’s non-White residents settled. the Bay Area region that played a large role in where the region’s non-White residents settled.

Pre-civil rights San Mateo County faced resistance to racial integration, yet it was reportedly less direct than in some Northern California communities, taking the form of “blockbusting” and “steering” or intervention by public officials. These local discriminatory practices were exacerbated by actions of the Federal Housing Administration which excluded low-income neighborhoods, where the majority of people of color lived, from its mortgage loan program.

According to the San Mateo County Historical Association. San Mateo County’s early African Americans worked in a variety of industries, from logging, to agriculture, to restaurants and entertainment. Expansion of jobs, particularly related to shipbuilding during and after World War II attracted many new residents to the Peninsula, including the first sizable migration of African Americans. Enforcement of racial covenants after the war forced the migration of the county’s African Americans into neighborhoods where they were allowed to occupy housing. Typically, this housing was segregated into less desirable areas, such as next to highways, and concentrated in public housing and urban renewal developments.

The private sector contributed to segregation through activities that discouraged (blockbusting) or prohibited (restrictive covenants) integrated neighborhoods. The segregationary effect of blockbusting activities in the County is well-documented in East Palo Alto. In 1954, after a white family in East Palo Alto sold their home to an African American family, the then-president of the California Real Estate Association set up an This history of segregation in
the region is important not
only to understand how
residential settlement
patterns came about—but,
more importantly, to explain
differences in housing
opportunity among residents
today. In sum, not all
residents had the ability to
build housing wealth or
achieve economic
opportunity. This historically
unequal playing field in part
determines why residents
have different housing needs
today.

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19 office in East Palo Alto to scare white families into selling their homes (“for fear of declining property values”) to agents and speculators. These agents then sold these homes at overinflated prices to African American buyers, some of whom had trouble making their payments. Within six years, East Palo Alto—initially established with “whites only” neighborhoods—became 82% African American. The FHA prevented re- integration by refusing to insure mortgages held by white buyers residing in East Palo Alto.

Throughout the county, neighborhood associations and city leaders attempted to thwart integration of communities. Although some neighborhood residents supported integration, most did not, and it was not unusual for neighborhood associations to require acceptance of all new buyers. Builders with intentions to develop for all types of buyers (regardless of race) found that their development sites were rezoned by planning councils, required very large minimum lot sizes, and\or were denied public infrastructure to support their developments or charged prohibitively high amounts for infrastructure.

The timeline of major federal acts and court decisions related to fair housing choice and zoning and land use appears on the following page.

As shown in the timeline Figure HE – 4, exclusive zoning practices were common in the early 1900s. Courts struck down only the most discriminatory and allowed those that would be considered today to have a “disparate impact” on classes protected by the Fair Housing Act. For example, the 1926 case Village of Euclid v. Amber Realty Co. (272 U.S. 365) supported the segregation of residential, business, and industrial uses, justifying separation by characterizing apartment buildings as “mere parasite(s)” with the potential to “utterly destroy” the character and desirability of neighborhoods. At that time, multifamily apartments were the only realistic housing options for people of color, including immigrants.

The Federal Fair Housing Act was not enacted until nearly 60 years after the first racial zoning ordinances appeared in U.S. cities. This coincided with a shift away from federal control over low-income housing toward locally-tailored approaches (block grants) and market-oriented choice (Section 8 subsidies)—the latter of which is only effective when adequate affordable rental units are available.

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20 FIGURE HE - 4 MAJOR PUBLIC AND LEGAL ACTIONS THAT INFLUENCE FAIR ACCESS TO HOUSING20 20 Moore, Eli, Montojo, Nicole, and Mauri, Nicole. Roots, Race, & Place: A History of Racially Exclusionary Housing in the San Francisco Bay Area (Othering and Belonging Institute at the University of California, Berkeley: October 2, 2019. Available at: https://belonging.berkeley.edu/rootsraceplace ATTACHMENT 1

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21 3.320 Section Content and Organization
This Fair Housing Assessment follows the April 2021 State of California State Guidance for AFFH. The study was conducted as part of the 21 Elements process, which facilitates the completion of Housing Elements for all San Mateo County jurisdictions, with modifications made after consultation with HCD:

Section 3.330. Fair Housing Enforcement and Outreach Capacity reviews lawsuits/enforcement actions/complaints against the jurisdiction; compliance with state fair housing laws and regulations; and jurisdictional capacity to conduct fair housing outreach and education.

Section 3.340. Integration and Segregation identifies areas of concentrated segregation, degrees of segregation, and the groups that experience the highest levels of segregation.

Section 3.350. Access to Opportunity examines differences in access to education, transportation, economic development, and healthy environments.

Section 3.360. Disparate Housing Needs identifies which groups have disproportionate housing needs including displacement risk.

Section 3.370. Site Inventory Analysis provides an analysis of sites identified to meet RHNA obligations for their ability to affirmatively further fair housing.

Section 3.380. Local Data, Knowledge, and Other Relevant Factors provides additional information and context about fair housing in Atherton.

Section 3.390. Contributing Factors and Fair Housing Action Plan identifies the primary factors contributing to fair housing challenges and the plan for taking meaningful actions to improve access to housing and economic opportunity.

Fair Housing Appendices
Fair Housing Appendices that provide additional AFFH data are provided alongside the other Housing Element appendices, at the end of the element.  3.3-A: Resident survey results—findings from a survey of San Mateo County residents on their experience finding and remaining in housing  3.3-B: Disparate Access to Educational Opportunities—findings from a countywide analysis of access to education and educational outcomes by protected class.

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22  3.3-C: State Fair Housing Laws and Regulations—summary of key state laws and regulations related to mitigating housing discrimination and expanding housing choice
 3.3-D: Fair Housing Organizations in San Mateo County—mission, services, and contact information

3.321 Primary Findings
This section summarizes the primary findings from the Fair Housing Assessment for Atherton including the following sections: fair housing enforcement and outreach capacity, integration and segregation, access to opportunity, disparate housing needs, and contributing factors and the town’s fair housing action plan.  From 2017 to 2021, 57 fair housing complaints in San Mateo County were filed with the U.S. Department of Housing and Urban Development (HUD)—there were no complaints identified for Atherton. Compared to nearby Redwood City and Menlo Park, Atherton does not appear to have any housing stock currently used by renters with housing vouchers. The Town does not have an inventory of income assisted rental units and to our knowledge, no one has requested the use of vouchers.
 Atherton stands out for its affluence and high ownership rates, with a median income of over $250,000 (the highest census cut-off) and a homeownership rate of 93%, compared to a median income of $149,907 and a homeownership rate of 60% in San Mateo County. Racial and ethnic minorities living in Atherton are wealthier compared to the county. However, in general, Appendix 2 data indicates the following about Atherton:
o In the county, households of other or multiple races experience higher rates of cost burden—56% are extremely cost burdened, compared to 16% in Atherton overall. Lower income households are also more likely to experience housing cost burden. One out of seven households with income below 80% AMI are severely cost burdened.
o Racial and ethnic minorities are more likely than non-Hispanic White households to experience overcrowding. Other races (21% of households), and Hispanic households (19%), experience the highest rates of overcrowding.
o Disparities by race and ethnicity are prevalent for home mortgage applications, particularly in denial rates. Hispanic (60% denial rate) and ATTACHMENT 1

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23 Asian/API (29%) have the highest denial rates for mortgage loan applications in 2018 and 2019, compared to non-Hispanic White households (18%).
 Population growth in Atherton since 2010 has been slower than the County’s and the town has not reached the population level it had prior to the late 1900’s).

Despite the low population growth, home values accelerated since 2014.

Atherton is part of Silicon Valley and home prices have been driven by the regional economy that has generated significant value. Atherton is one of the region's most expensive communities. Though it is separately incorporated, its economy and home prices are largely due to regional growth and demand.  However, growth in home prices has not translated to more building activity.

According to the ABAG Housing Data Workbook, the majority of the housing inventory in Atherton was constructed from 1940 to 1959, with 1,087 units built between 1940 to 1959 compared to 180 units built in 2010 or later. However, actual Town building permit records reflect that from 2010 forward more than 320 new single-family home building permits were issued.
 Atherton has relatively the same share of residents with a disability compared to the county. In general, residents living with a disability in the town are more likely to be unemployed. Finally, the aging population in the county is putting a strain on paratransit access countywide. Unemployment is disproportionately high among residents living with a disability at 11% compared to 5% for residents without a disability in Atherton—particularly when compared to the county.  Atherton is served by the Menlo Park City, Redwood City, and Las Lomitas Elementary School Districts, and the Sequoia Union High School District.

Countywide 27% of Hispanic students met or exceeded mathematics testing standards and 40% met or exceeded English testing standards. Hispanic students in Menlo Park City Elementary, Las Lomitas Elementary, and Redwood City Elementary, which includes Atherton’s Adelante Selby Spanish Immersion School, performed better compared to the county (55%, 44%, and 34% respectively in mathematics and 62%, 65%, and 43% in English).
 Overall, 31% of public-school students in San Mateo County qualify for reducedprice lunch in the 2022-2023 school year. 21 In Redwood City Elementary School
21 Data collected by the California Department of Education (CDE) through the California Longitudinal Pupil Achievement Data System (CALPADS).

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24 District, which includes Atherton, 61% of students qualify for free and reducedprice meals. This number is far higher than Menlo Park City Elementary School District (10%) or Las Lomitas Elementary School District (6%). County-wide, 21% of public-school students are English learners. Again, this rate is higher at Redwood City Elementary School District, where 38% of students are English learners, compared to Menlo Park City Elementary School District (7.3%) or Las Lomitas Elementary School District (13%).
 At the high school level, Sequoia Union High School district (which includes Atherton) has the highest dropout rate in the County (10%), and dropout rates among Pacific Islander (20%), Hispanic (16%), and Black (12%) students are much higher (Appendix 3: AFFH Atherton Map and Data Packet).

3.330 Fair Housing Enforcement and Outreach Capacity
This section discusses fair housing legal cases and inquiries, fair housing protections and enforcement, and outreach capacity.

Fair Housing Legal Cases and Inquiries
California fair housing law extends beyond the protections in the Federal Fair Housing Act (FHA). In addition to the FHA protected classes—race, color, ancestry/national origin, religion, disability, sex, and familial status—California law offers protections for age, sexual orientation, gender identity or expression, genetic information, marital status, military or veteran status, and source of income (including federal housing assistance vouchers).

The California Department of Fair Employment in Housing (DFEH) was established in 1980 and is now the largest civil rights agency in the United States. According to their website, the DFEH’s mission is, “to protect the people of California from unlawful discrimination in employment, housing and public accommodations (businesses) and from hate violence and human trafficking in accordance with the Fair Employment and Housing Act (FEHA), Unruh Civil Rights Act, Disabled Persons Act, and Ralph Civil Rights Act”.22 DFEH receives, evaluates, and investigates fair housing complaints. DFEH plays a particularly significant role in investigating fair housing complaints against protected classes that are not included in federal legislation and therefore not investigated by HUD.

DFEH’s website provides detailed instructions for filing a complaint, the complaint 22 California Department of Civil Rights,
https://calcivilrights.ca.gov/aboutcrd/
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25 process, appealing a decision, and other frequently asked questions.23 Fair housing complaints can also be submitted to HUD for investigation.

Additionally, San Mateo County has a number of local enforcement organizations including Project Sentinel, the Legal Aid Society of San Mateo County, and Community Legal Services of East Palo Alto. These organizations receive funding from the County and participating jurisdictions to support fair housing enforcement and outreach and education in the County.

From 2017 to 2021, 57 fair housing complaints in San Mateo County were filed with the U.S. Department of Housing and Urban Development (HUD)— none of the complaints were in Atherton. The data below reflects complaint data submitted for the county.

Countywide, most complaints cited disability status as the basis (56%) followed by race (19%), and familial status (14%). No cause determination was found in 27 complaints followed by successful conciliation or settlement with 22 complaints. Fair housing inquiries in 2020 were submitted primarily from the City of San Mateo, Redwood City, Daly City, and Menlo Park.

Fair housing complaints filed with HUD by San Mateo County residents have been on a declining trend since 2018, when 18 complaints were filed. In 2019, complaints dropped to 5, increased to 11 in 2020, and had reached 6 by mid-2021.

Nationally, the National Fair Housing Alliance (NFHA) reported a “negligible” decrease in the number of complaints filed between 2019 and 2020. The primary bases for complaints nationally were nearly identical to San Mateo County’s: disability (55%) and race (17%).

Familial status represented 8% of complaints nationally, whereas this basis comprised 14% of cases in the county.

NFHA identifies three significant trends in 2020 that are relevant for San Mateo County:
 First, fair lending cases referred to the Department of Justice from federal banking regulators have been declining, indicating that state and local government entities may want to play a larger role in examining fair lending barriers to homeownership.  Second, NFHA identified a significant increase in the number of complaints of harassment—1,071 complaints in 2020 compared to 761 in 2019.  Finally, NFHA found that 73% of all fair housing complaints in 2020 were processed by private fair housing organizations, rather than state, local, and federal government 23 California Department of Civil Rights. Complaint Process, https://www.dfeh.ca.gov/complaintprocess/ ATTACHMENT 1

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26 agencies—reinforcing the need for local, active fair housing organizations and increased funding for such organizations.24
There were no complaints filed against the Town. Residents in Atherton are either not confronted by housing discrimination, or, if they are, have the financial power to overcome it without filing a complaint. There are affordable housing opportunities at Menlo College for students, staff, faculty, and their families; as well as accessory dwelling units throughout Town rented at affordable rates. There too, there have not been any housing complaints filed.

In preparing this AFFH, the San Mateo County jurisdictions participating in 21 Elements participated in a discussion with the local fair housing organizations Legal Aid of San Mateo County and Project Sentinel to learn about fair housing trends and concerns, as well as to discuss best practices in AFFH. Following this discussion, the consultant team contacted local fair housing organizations to obtain local data on fair housing complaints and lawsuits beyond what was available in HCD and HUD datasets.

Consultants also obtained and analyzed data from HUD. These datasets were compared for duplicate cases and analyzed and appear in the graphics and tables in this section.

Outreach and Capacity
Outreach and capacity. The Town of Atherton has posted its Draft Housing Element for 2023-2031 and advertised to residents an ADU survey, held multiple special meetings and study sessions with the City Council, and held community forums in January to gain input on the final Housing Element. The outreach was conducted via direct mailers to each property owner, use of social media, e-blasts to the Town’s registered email list and emails to housing organizations requesting notification.

The Town of Atherton does not currently have a fair housing outreach and enforcement program, and rather receives complaints from independently informed, interested stakeholders. The Town has not developed a fair housing enforcement and outreach program due to Atherton’s small size and extremely low incidence of fair housing complaints. There were no fair housing inquiries between 2013 to 2021. Distribution and basis of fair housing complaints and inquiries in San Mateo County between 2017 and 2021 are included in Figure HE - 5. That said, the Town acknowledges that it has a responsibility to conduct proactive outreach to ensure residents are aware of their rights regarding fair housing issues. These changes shall be discussed below.

The Town of Atherton will improve the accessibility of fair housing information on its website and resources for residents experiencing housing discrimination. Information on 24 National Fair Housing Alliance Report on Housing Harassment, https://nationalfairhousing.org/2021/07/29/annual-fair-housing-report-shows-increase-in-housingharassment/ ATTACHMENT 1

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27 housing resources can be expanded on the town’s website as well as information or resources for residents experiencing discrimination in housing or the Fair Housing Act. This includes providing contact information for local fair housing organizations, legal assistance, and general information about the Fair Housing Act and discrimination. The Town shall receive and compile fair housing complaints by conducting proactive, annual outreach to homeowners and renters. The Town shall also conduct proactive educational outreach to increase awareness of fair housing rights and responsibilities within the jurisdiction. After receiving and aggregating complaints, the Town will make regular monthly referrals to local enforcement agencies and non-profits. An annual review of the effectiveness of this program will be carried out in tandem with the educational outreach process.

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28 FIGURE HE - 5: FAIR HOUSING COMPLAINTS AND INQUIRIES Source: California Department of Housing and Community Development AFFH Data Viewer ATTACHMENT 1

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29 3.340 Integration and Segregation
 This section discusses integration and segregation of the population by protected classes including race and ethnicity, disability status, familial status, and income status. The section includes analyses of:Race and Ethnicity in Atherton  Racially and ethnically concentrated areas of poverty and affluence  Dissimilarity Index
 Disability Status
 Familial Status
 Household Income
Integration and Segregation
“Integration generally means a condition in which there is not a high concentration of persons of a particular race, color, religion, sex, familial status, national origin, or having a disability or a particular type of disability when compared to a broader geographic area.

Segregation generally means a condition in which there is a high concentration of persons of a particular race, color, religion, sex, familial status, national origin, or having a disability or a type of disability in a particular geographic area when compared to a broader geographic area.”
Race and Ethnicity
As shown in Figure HE - 6, Atherton became more diverse between 2000 and 2019, during a time when the town’s population declined. However, Atherton is less racially and ethnically diverse than San Mateo County. The largest proportion of the population is non-Hispanic White (69% v. 39% countywide), followed by Asian/Asian Pacific Islander (API) (21% v. 30% countywide). Residents of other or multiple races make up 5% of the population, Hispanic residents make up 4% of the population, and Black or African American residents make up 1%.25 Figure HE - 7 shows the differences in racial makeup in Atherton, San Mateo County, and the greater Bay Area. 25 The share of the population that identifies as American Indian or Alaska Native is less than 1%.

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30 FIGURE HE - 6: RACE AND ETHNICITY IN ATHERTON
FIGURE HE - 7: RACE AND ETHNICITY IN ATHERTON, SAN MATEO COUNTY, AND THE BAY AREA
Source: American Community Survey 2019 5-Year Estimates Atherton is predominantly white, but Redwood City and areas of unincorporated San Mateo County to the town’s north are predominantly non-White, as shown in Figure HE -

8. There are no particularly unique racial concentrations within the town. Older residents ATTACHMENT 1

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31 of Atherton are less diverse than the town as a whole, with 89% of the population older than 65 years identifying as White compared to 61% of the population for children less than 18 years old.

FIGURE HE - 8: PERCENTAGE OF TOTAL NON-WHITE POPULATION IN ATHERTON AND

SURROUNDING JURISDICTIONS
Source: U.S. Census Bureau, American Community Survey 5-Year Data (2015-2019), Table B01001 Racially or Ethnically Concentrated Areas of Poverty and Affluence A Racially Concentrated Area of Poverty or an Ethnically Concentrated Area of Poverty (R/ECAP) and Racially Concentrated Areas of Affluence (RCAAs) represent opposing ends of the segregation spectrum from racially and/or ethnically segregated areas with high poverty rates to affluent predominantly White neighborhoods.26 Historically, the Department of Housing and Urban Development (HUD) has paid particular attention to R/ECAPs as a focus of policy and obligations to AFFH. Recent research out of the University of Minnesota Humphrey School of Public Affairs argues for the inclusion of 26 Goetz, E. G., Damiano, A., & Williams, R. A. (2019). Racially Concentrated Areas of Affluence: A Preliminary Investigation. Cityscape: A Journal of Policy Development and Research ATTACHMENT 1

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32 RCAAs to acknowledge current and past policies that created and perpetuate these areas of high opportunity and exclusion.27
It is important to note that R/ECAPs and RCAAs are not areas of focus because of racial and ethnic concentrations alone. This study recognizes that racial and ethnic clusters can be a part of fair housing choice if they occur in a non-discriminatory market. Rather, R/ECAPs identify areas where residents may have historically faced discrimination and continue to be challenged by limited economic opportunity, and conversely, RCAAs are meant to identify areas of particular advantage and exclusion.

R/ECAPs
◼ HCD and HUD’s definition of a Racially/Ethnically Concentrated Area of Poverty is:A census tract that has a non-White population of 50 percent or more (majority-minority) or, for non-urban areas, 20 percent, AND a poverty rate of 40 percent or more; OR ◼ A census tract that has a non-white population of 50 percent or more (majorityminority) AND the poverty rate is three times the average tract poverty rate for the County, whichever is lower.

Source: California Department of Housing and Community Development Guidance, 2021.

For this study, the poverty threshold used was three times the average tract poverty rate for the County – or 19%. In addition to R/ECAPs that meet the HUD threshold, this study includes edge or emerging R/ECAPs which hit two thirds of the HUD defined threshold for poverty – emerging R/ECAPs in San Mateo County have 2 times the average tract poverty rate for the county (12.8%). Figure HE – 9 identifies all R/ECAPs within the region.

There are no R/ECAPs within San Mateo County.
27 Ibid.

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Atherton City CouncilOctober 16, 2024

Atherton City Council
October 16, 2024