Berkeley City Council
February 11, 2025

• BESO Exemptions:
• All-electric homes
• Refinances, partial and inheritance transfers
• Income qualified First Time Home Buyers
• Support:
• Offset BESO assessment costs for income
qualified sellers
• Credit for High Home Energy Score
• Option to obtain early refund
• Hardship extensions and deferrals
Proposed Exemptions/Support
22

• Timeline to complete upgrades
• Concerns: Some upgrades may take longer than 2 years
• Potential Update: Allow 1-year with up to 2-year extension (up to 3 years total) • Condominiums
• Concerns: Technical feasibility, lowest entry for homeownership • Potential Update: Exclude condominiums
• ADUs
• Concerns: Size limitations, additional costs to complete upgrades • Potential Update: Exclude ADUs
• Escrow deposit
• Concerns: Requires buyers to have additional funds on hand for closing Feedback from Additional Outreach
23

• Only applies to buildings/units being sold
• Sellers are not required to complete upgrades
• Flexible upgrade options that buyers can choose from
• Upgrade Exemptions
• Buildings with an electric water heater OR heat pump HVAC • Income qualified First Time Home Buyers
• Improves comfort, safety, and resilience
Key Takeaways
24

Thank You!
Ammon Reagan
BESO Program Coordinator
Office of Energy and Sustainable Development
[email protected]
Sarah Moore
Manager
Office of Energy and Sustainable Development
[email protected]

ORDINANCE NO. -N.S.

CHAPTER 19.81

BUILDING EMISSIONS SAVING

BE IT ORDAINED by the Council of the City of Berkeley as follows:

Section 1. That Berkeley Municipal Code 19.81.010 is amended to read as follows:

19.81.010 - Purpose.

The purpose of this chapter is to reduce energy use, water consumption, and greenhouse gas emissions in existing buildings, to increase the resilience of these buildings, and to promote public health. These efficiency and emission reduction improvements measures will lower energy and water costs, transition buildings away from the use of fossil fuels, and increase comfort, safety and health for building occupants. The provisions of the ordinance will inform decision makers about energy, and emissions, and resilience performance and improvement opportunities.

Section 2. That Berkeley Municipal Code 19.81.030 is amended to read as follows:

19.81.030 - Definitions.

A. "Administrator" means the Director of Planning and Development or their designee.

B. "Building Owner" means the owner of record of a building or a unit within a building.

In the case of a building held in cooperative or condominium form of ownership, the term "Building Owner" shall also refer to the board of managers, board of directors, homeowners association, or other representative body of the jointly-owned building with authority to make decisions about building assessments and alterations.

C. "Building Energy Score" means a measurement of how efficiently a building uses energy and/or water based on modeled simulations or actual energy use of the building over time compared to similar buildings, which can be in the form of a performance score, asset score or other comparable metric that meets standards and formats established by the Administrator.

D. “Credits” means a numerical value based on the improved resiliency, emissions savings, cost, or other measured benefit associated with a Resiliency Upgrade.

E. “Dwelling Unit” means a single unit providing complete, independent living facilities for one or more persons, including permanent provisions for living, sleeping, eating, cooking and sanitation.

DF. "Electrification" means the transition of building systems and appliances away from natural gas to electricity as the source of energy.

EG. "Energy Report" means a report submitted by a Registered Service Provider that identifies existing conditions, opportunities for water and energy efficiency in a building, opportunities to transition off fossil fuels, greenhouse gas emissions reductions, and available incentives and financing, as well as any applicable Building Energy Score, in accordance with the standards and formats established by the Administrator.

FH. "ENERGY STAR Performance Report" means an ENERGY STAR Portfolio Manager Benchmark report generated by the on-line tool developed by the U.S.

Environmental Protection Agency that determines energy use intensity and an Energy Star Performance Score for a building based on utility usage data.

GI. "Energy Resilience Upgrade" means the installation or completion of recommended measure(s) that improve the building’s energy efficiency, increases the building’s resilience, supports the transition off fossil fuels, and/or decreases the building’s greenhouse gas emissions.

HJ. "Extensive Renovation" means any project that replaces all building space heating, cooling, and ventilation equipment and replaces at least half of the building envelope, in accordance to standards established by the Administrator.

IK. "Green Building Rating" means an approved rating by a green building verification system consistent with standards identified by the Energy Efficiency Standardization Coordination Collaborative (EESCC) of the American National Standards Institute (ANSI), including, but not limited to the following: Build It Green (BIG) GreenPoint Rated Existing Building; US Green Building Council Leadership in Energy and Environmental Design Existing Building Operation and Maintenance (USGBC LEED-EBOM); Passive House Institute (PHI) Certified Passive House and EnerPHit; Passive House Institute US (PHIUS) PHIUS+ Certified Project; and the International Living Future Institute Zero Net Energy Building and Living Building Challenge Certification; or any other rating demonstrating approved levels of energy efficiency, as determined by the Administrator.

JL. "Gross Floor Area" means the total size, as measured between the principal exterior surfaces of the enclosed fixed walls of the building(s). This includes all areas inside the building(s) such as: occupied tenant areas, common areas, meeting areas, break rooms, restrooms, elevator shafts, mechanical equipment areas, and storage rooms. Gross Floor Area should not include interstitial plenum space between floors, which may house pipes and ventilation.

KM. "Large Building" means any building with 25,000 square feet or more of Gross Floor Area.

LN. "Medium Building" means any building with between 15,000 and 24,999 square feet of Gross Floor Area, excluding Single Family Buildings1 to 4 Unit Residential Buildings.

MO. "Real Estate Listing" means any listing of a building for sale in the City of Berkeley. "Real Estate Listings" include listing a building for sale by a property owner or by a licensed agent. "Real Estate Listings" include any printed advertisement, internet

posting, or publicly displayed sign, including but not limited to Regional Multiple Listing Service, Redfin, Zillow, Trulia and other third party listing services.include any listing for sale by any advertisement, internet posting, or publicly displayed sign.

NP. "Registered Service Provider" means an entity that has been registered by the Administrator to provide an Energy Report and/or Building Energy Score as required by this ordinance.

O. "Sale" means the conveyance of title to real property as a result of the execution of a real property sales contract as defined in Section 2985 of the California Civil Code as well as any change of ownership described in subdivision (c) of Section 61 and subdivision (c) of Section 64 of the California Revenue and Taxation Code. "Sale" does not include transfer of title pursuant to inheritance, involuntary transfer of title resulting from default on an obligation secured by real property, change of title pursuant to marriage or divorce, condemnation, or any other involuntary change of title affected by operation of law.

PQ. "Single Family Building1 to 4 Unit Residential Building" means any building comprised solely of 1 to 4 residential Dwelling Uunits, regardless of size. A single condominium unit within a 1 to 4 Unit Residential Building qualifies as a 1 to 4 Unit Residential Building unto itself.

QR. "Small Building" means any building with less than 15,000 square feet of Gross Floor Area, excluding Single Family1 to 4 Unit Residential Buildings. (Ord. 7740-NS § 1, 2020; Ord. 7397-NS § 5 (part), 2015)
S. "Transfer" means the conveyance of title to real property, including condominiums as defined in California Civil Code Section 1351(f), as a result of the execution of a real property sales contract as defined in Section 2985 of the California Civil Code as well as any change of ownership described in subdivision (c) of Section 61 and subdivision (c) of Section 64 of the California Revenue and Taxation Code. "Transfer" does not include transfer of title pursuant to inheritance, involuntary transfer of title resulting from default on an obligation secured by real property, change of title pursuant to marriage or divorce, condemnation, or any other involuntary change of title affected by operation of law.

Section 3. That Berkeley Municipal Code 19.81.040 is amended to read as follows:

19.81.040 – Large Buildings.

A. Annual ENERGY STAR Performance Report. Owners of Large Buildings shall submit to the Administrator an ENERGY STAR Performance Report on an annual basis in accordance with the phase-in schedule below and no later than July 1 each year thereafter.

B. Energy Report. Owners of Large Buildings shall have a Registered Service Provider prepare and submit to the Administrator an Energy Report as specified in the phase-in schedule below and by July 1 every five years thereafter.

C. Disclosure. The most recent ENERGY STAR Performance Report and a summary version of the most recent Energy Report including a Building Energy Score, when available, shall be made publicly available by the Administrator and shall be provided by the Building Owner to existing lessees and to prospective lessees and buyers prior to execution of a lease or contract for sale.

D. Phase-in and Reporting Cycle Schedule. Owners of Large Buildings shall be in compliance with the requirements of this section by the dates specified below.

1. July 1, 2018 for buildings with 50,000 or more square feet of Gross Floor Area, with an annual ENERGY STAR Performance Reporting cycle and a 5 year Energy Report reporting cycle thereafter.

2. July 1, 2019 for buildings with 25,000 or more square feet of Gross Floor Area with an annual ENERGY STAR Performance Reporting cycle and a 5 year Energy Report reporting cycle thereafter.

E. Evaluate and Recommend Resilience Energy Upgrades Requirements. The Administrator of this Chapter shall develop recommendations for Energy Resilience Upgrade requirements for Large Buildings based on building performance that are consistent with requirements of State and Federal law. The Administrator shall identify incentives, rebates or other compliance resources to off-set the costs of the Energy Resilience Upgrade requirements. The Administrator shall then report the proposed Energy Resilience Upgrade requirements for Large Buildings to the City Council for consideration.

Section 4. That Berkeley Municipal Code 19.81.050 is amended to read as follows:

19.81.050 – Medium and Small Buildings.

A. Annual ENERGY STAR Performance Report. Owners of Medium Buildings shall submit to the Administrator an ENERGY STAR Performance Report on an annual basis as of July, 1 2021, and no later than July 1 each year thereafter.

B. Energy Report. Owners of Medium and Small Buildings shall have a Registered Service Provider prepare and submit to the Administrator an Energy Report:

1. Prior to the Real Estate Listing of the building for sSale; or

2. Within 6 months of a lender having acquired title due to foreclosure or deed in lieu of foreclosure.

The requirement at time of Real Estate Listing may be transferred to the buyer and deferred for 6 months under the provisions of Section 19.81.090.B of this Chapter.

C. Disclosure. All compliance documentation, including the most recent ENERGY STAR Performance Report, if applicable, a deferral or a summary version of the most

recent Energy Report including a Building Energy Score, when available, shall be made publicly available by the Administrator and shall be provided by the Building Owner to existing lessees and prospective lessees, to all licensed real estate agents working on the seller’s behalf, and to prospective buyers who visit the building while it is listed publicly for sale.

D. Evaluate and Recommend Energy Resilience Upgrades Requirements. The Administrator of this Chapter shall develop recommendations for Energy Resilience Upgrade requirements for Small and Medium Buildings based on building performance that are consistent with State and Federal law. The Administrator shall identify incentives, rebates or other compliance resources to off-set the costs of the Energy Resilience Upgrade requirements. The Administrator shall then report the proposed Energy Resilience Upgrade requirements for Small and Medium Buildings to the City Council for consideration. (Ord. 7740-NS § 1, 2020; Ord. 7477-NS § 2, 2016; Ord. 7397-NS § 5 (part), 2015)

Section 5. That Berkeley Municipal Code 19.81.060 is amended to read as follows:

19.81.060 – Single Family1 to 4 Unit Residential Buildings.

A. Resilience Standard. When a unit within a 1 to 4 Unit Residential Building is transferred, or when an entire 1 to 4 Unit Residential Building is transferred, the entity being transferred shall achieve a required number of Credits, as determined by the Administrator, by undergoing Resilience Upgrades.

AB. Energy Report. Owners of Single Family1 to 4 Unit Residential Buildings and owners of a unit residing within a 1 to 4 Unit Residential Building shall have a Registered Service Provider prepare and submit to the Administrator an Energy Report:

1. Prior to the Real Estate Listing of the building or unit for sSale; or

2. Within 6 months of a lender having acquired title due to foreclosure or deed in lieu of foreclosure.

The requirement at time of Real Estate Listing may be transferred to the buyer and deferred for 6 months under the provisions of Section 19.81.090.B of this Chapter.In the event the property owner fails to complete the Energy Report an administrative fee shall be charged, which fee is set forth in Section 19.81.120 of this code.

C. BESO Certificate of Compliance. Upon submittal of documentation verifying that a Building Owner has achieved the required number of Resilience Upgrade credits, as determined by the Administrator, the Administrator shall issue a BESO Certificate of Compliance. A BESO Certificate of Compliance shall expire 5 years after issuance.

D. Verification at Time of Transfer. Prior to Transfer of title:

1. A BESO Certificate of Compliance for the subject property must be obtained, or

2. The Administrator may grant a one-year extension, with an opportunity for an additional one-year extension, to meet the requirements of BMC 19.81.060(C) if the Transferor and Transferee deposit funds with the City in an amount the Administrator determines to be sufficient to render compliance. The Transferor and Transferee must execute and deliver to the Administrator or her designee a binding agreement in a form acceptable to the City providing that any funds deposited with the City shall be forfeited and transferred to the City if a BESO Certificate of Compliance for the subject property has not been obtained upon the expiration of the extension period. Forfeited deposit funds shall be used for local low-income building upgrade programs, such as the Climate Equity Fund or Just Transition Residential Electrification Programs.
a. If a BESO Certificate of Compliance for the subject property is obtained prior to the expiration of the extension period, then the Transferor and Transferee shall recoup their deposit in full.
b. If a BESO Certificate of Compliance for the subject property was not obtained prior to the expiration of the extension period, then the funds will be forfeited and transferred to the City.

E. Appeals.

1. If deposit funds are forfeited and transferred to the City pursuant to BMC

19.81.050(D)(2)(b), notice shall be mailed no more than 14 calendar days after the expiration of the extension period to the Transferor and Transferee of (i) the forfeiture and transfer and (ii) the opportunity to appeal. The cost of notice shall be deducted from the deposit made pursuant to BMC 19.81.050(D)(2).

2. Within 14 calendar days of mailing of forfeiture notice, the Transferor or Transferee may appeal the forfeiture and transfer.
a. An appeal shall be submitted to the City Manager in writing and must state all of the reasons for the appeal.
b. Appeal fees shall be paid by the person filing the appeal (the appellant).

3. Where a timely appeal has been filed, the City Manager shall, within 14 calendar days, set the appeal for a hearing before a Hearing Officer to be designated by the City Manager.

4. At the appeal hearing, the Hearing Officer may: (i) continue the public hearing; or (ii) reverse or affirm the decision of the prior review authority.

5. When acting on an appeal, the Hearing Officer will use the same decision- making criteria and shall make the same findings as the prior review authority.

6. The Hearing Officer shall serve a written decision upon the appellant within 14 calendar days of the hearing, and shall send a copy to the Administrator and the City Manager. The Hearing Officer’s decision shall be final when mailed.

BF. Disclosure. All compliance documentation, including a deferral or a summary version of the most recent Energy Report including a Building Energy Score, when available, and the Resilience Standard compliance status shall be made publicly available by the Administrator and shall be provided by the Building Owner to existing lessees and prospective lessees, to all licensed real estate agents working on the seller’s behalf, and to prospective buyers who visit the building while it is listed for sale.

The Building Energy Score shall be included in all Real Estate Listings and a URL link to the Energy Report included if links are supported by the listing service.

G. Phase-in. Owners of 1 to 4 Unit Residential Buildings shall comply with the requirements of this section starting on the dates specified below. These buildings shall be treated as Small Buildings until their phase-in date.

1. January 1, 2026 for 1 to 4 Unit Residential Buildings containing one or two residential units and units residing within a 1 to 4 Unit Residential Building.

2. January 1, 2028 for 1 to 4 Unit Buildings containing three or four residential units.

H. Responsibilities. Except as otherwise provided or as allowed by the Administrator, the Building Owner is responsible for compliance with this Section. The seller of any real property shall be responsible for disclosing to prospective purchasers the requirements of this Section and the compliance status of the real property in question.

Upon transfer of ownership, the buyer will be responsible for the compliance with this Section, regardless of any disclosure or failure to disclose.

C. Reporting Schedule. The requirements of this Section of the ordinance shall become effective December 1, 2015.

D. Evaluate and Recommend Energy Upgrades Requirements. The Administrator of this Chapter shall develop recommendations for Energy Upgrade requirements for Single Family Buildings based on building performance that are consistent with requirements of State and Federal law. The Administrator shall identify incentives, rebates or other compliance resources to off-set the costs of the Energy Upgrade requirements. The Administrator shall then report the proposed Energy Upgrade requirements for Single Family Buildings to the City Council for consideration. (Ord. 7740-NS § 1, 2020; Ord. 7397-NS § 5 (part), 2015)

Section 6. That Berkeley Municipal Code 19.81.090 is amended to read as follows:

19.81.090 – Exceptions, Deferrals and Extensions.

A. High Performance Exemption. Exemptions from the Energy Report requirements for current reporting periods may be granted for buildings that demonstrate effective and reasonably achievable level of efficiency, electrification of building systems and appliances, and/or emissions reduction, based on the specific building type, use, vintage, and condition, that supports Berkeley’s commitment to become a Fossil Fuel Free City , meet Race to Zero by reducing GHG emissions 60.5% from 2018 by 2030,

and become carbon neutral by 2045.and the Berkeley Climate Action Plan (CAP) goal of 33% energy-related greenhouse gas reduction from 2000 levels by 2020 and 80% reduction by 2050. Qualified exemptions shall include, but are not limited to:

1. Any Large building Building that receives a Building Energy Score or Green Building Rating that demonstrates an effective and reasonable level of efficiency, as determined by the Administrator.

2. Any building, except for 1 to 4 Unit Residential Buildings, that completes a multi- measure energy improvement project with a verified minimum improvement, as determined by Administrator.

3. Any whole building that has been served by an income-qualified Weatherization Assistance program for low-income households.

4. Any new building or Extensive Renovation, except for 1 to 4 Unit Residential Buildings, with a construction completion date within ten years of the reporting deadline.

5. Any building or unit that has electrified all building systems and appliances and capped all gas lines to the building or unit.

B. Deferral at Time of Real Estate Listing. The requirements for compliance prior to the Real Estate Listing of a Small or Medium Bbuilding may be deferred from the seller to the buyer, and any subsequent buyers, for a period of 6 months after the original sale date. A request to defer responsibility to the buyer must be submitted to the administrator prior to the listing of the building. The deferral shall include information on the fuel source for each end use in the building and any current or future electrification requirements and incentives.

C. Distressed Sale Extension. A 6-month extension may be granted to a buyer of a building purchased from a lender following default or transfer by deed in lieu of foreclosure.

D. Hardship Deferral. The requirement for an ENERGY STAR Performance Report, and the requirement for an Energy Report, or the Resilience Standard may be deferred for up to one reporting cycle in cases of financial hardship where one of the following is provided by the Building Owner and approved by the Administrator:

1. Proof of participation in an energy assistance income qualified program, administered through the State of California or the local energy utility.

2. Proof of approved participation in Property Tax Postponement or Property Tax Assistance for Senior Citizens, Blind or Disabled, or equivalent program as determined by Administrator.

3. Proof that the property qualifies for sale at public auction or acquisition by a public agency due to arrears for property taxes, within two years prior to the due date of the Energy Report.

4. Proof that a court appointed receiver is in control of the asset due to financial distress.

5. Proof that the senior mortgage is subject to a notice of default.

6. Proof that the responsible party is otherwise not able to meet the obligations of this Chapter.

Deferrals under this Section are granted to the Building Owner and are not transferable with a building Sale, at which time compliance with this Chapter shall be required.

E. Data Unavailable. An exemption from ENERGY STAR Performance Report requirement for any current reporting period may be granted if:

1. The Building Owner demonstrates to the Administrator that they have been unable to obtain tenant authorization to obtain tenant utility data, despite a good faith effort to obtain such consent, or

2. The building occupant demonstrates to the Administrator that such disclosure may result in the release of proprietary information which can be characterized as a trade secret, or.

3. Any person subject to the requirements of this Chapter demonstrates to the Administrator that submission of an ENERGY STAR Performance Report would conflict with the requirements of State or Federal law.

F. Deferral for Planned Demolition or Extensive Renovation. The requirements of this Chapter may be deferred for 24 months if the owner or buyer has obtained a Building Permit, Demolition Permit, or Permit under the Zoning Ordinance that includes demolition or Extensive Renovation of the subject building.

Deferrals under this Section are granted to the Building Owner and are not transferable with a building Sale, at which time compliance with this Chapter shall be required.

G. Exemption for Sale of a Condominium. The requirements to submit an Energy Report with an Energy Benchmark to the Administrator shall not apply to any sale of a residential or commercial condominium that is a unit within a Small or Medium building Building and not a detached structure.

H. Low Energy Use Deferral. Buildings with low energy use based on energy billing data comparing a building to similar efficient buildings or because of operations specific to their building use, such as institutions that operate less than three days a week, may be granted a Low Energy Use deferral for the current compliance cycle.

Deferrals under this Section are granted to the Building Owner and are not transferable with a building Sale, at which time compliance with this Chapter shall be required.

I. Exemption for Long-Term Tenancy under Rent Control. The requirements of this Chapter for any building which is subject to rent control in which all of the units,

excluding any owner-occupied units, have leases that date prior to January 1, 1999 may be deferred until the next reporting period.

J. Unconditioned Floor Area Reclassification. The size classification of a building may be reduced by the Administrator to exclude physically separated floor area that is not served by heating, ventilation or cooling equipment.

K. Exemption based on building size. Buildings 600 square feet or a higher size threshold, as determined by the Administrator, are exempt from the requirements of this Chapter. (Ord. 7740-NS § 1, 2020; Ord. 7477-NS § 3, 2016; Ord. 7397-NS § 5 (part), 2015)
K. Recent Resilience Upgrades. Buildings that completed the requisite number of Resilience Upgrades, as determined by the Administrator, within the last 5 years may obtain a BESO Certificate of Compliance if the Building Owner submits sufficient proof to the Administrator.

L. Heat Pump System Exemption. 1 to 4 Unit Residential Buildings where all units being transferred are completely served by at least one electric heat pump system or equivalent, as determined by the administrator, may obtain a BESO Certificate of Compliance. The Energy Report shall provide confirmation for this exemption.

M. Early Refund Exception. Owners of 1 to 4 Unit Residential Buildings may apply for early remittance of their escrow deposit prior to completion of the Resilience Upgrades upon a showing that the owner has obtained building permits for the requisite Resilience Upgrades and supplied sufficient evidence that they Resilience Upgrades will be completed, as determined by the Administrator. If the application for an early refund is approved, the City will refund the funds deposited pursuant to BMC 19.81.060(D)(2) to the owner so that the owner may complete the Resilience Upgrades. Once the requisite Resilience Upgrades are complete, the Owner must obtain a BESO Certificate of Compliance. In the event the property owner fails to complete the requisite Resilience Upgrades within the compliance extension period, an administrative fee shall be charged, which fee is set forth in Section 19.81.120 of this code.

N. First-Time Homebuyer Exemption. Buyers of 1 to 4 Unit Residential Buildings or of units within 1 to 4 Unit Residential Buildings participating in an approved local, State, or Federal income-qualified first-time home buyer program or down payment assistance program may be exempt from the Resilience Standard requirements of this chapter.

Section 7. These amendments to Berkeley Municipal Code Chapter 19.81 shall become effective on January 1, 2025.

Section 8.

Copies of this Ordinance shall be posted for two days prior to adoption in the display case located near the walkway in front of the Maudelle Shirek Building , 2134 Martin Luther King Jr. Way. Within 15 days of adoption, copies of this Ordinance shall be fi led at each

branch of the Berkeley Public Library and the title shall be published in a newspaper of general circulation.
1735042.1

Public
Office of the City Manager
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-7000 ● TDD: (510) 981-6903 ● Fax: (510) 981-7099 E-Mail: [email protected] Website: http://www.cityofberkeley.info/manager

INFORMATION CALENDAR
FEBRUARY 11, 2025
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Henry Oyekanmi, Director, Finance Department Subject: FY 2024 Fourth Quarter Investment Report: Ended June 30, 2024

SUMMARY
The City’s investment policy requires that a quarterly investment report be submitted to the City Council on the status of the investment portfolio. The report includes all investments managed by the City of Berkeley and provides information on the types, values (par, book, and market), term, and yield of each security.  The return on pooled investments for the quarter ended June 30, 2024 was 3.31%, 105 basis points less than the 4.36% earned by the State Local Agency Investment Fund (State LAIF), which is the benchmark for investment performance used by the City. The returns earned on State LAIF’s monthly portfolio are currently higher because it has a much shorter maturity and the yield curve is inverted (i.e., short- term rates are higher than medium and long-term rates).

The return on pooled investments of 3.31% for the quarter ended June 30, 2024 was 18 basis points more than the rate of 3.13% earned in the quarter ended March 31, 2024.
 The average return on all Retiree Medical Trust Fund investments was 5.06% for the quarter ended June 30, 2024.

CURRENT SITUATION AND ITS EFFECTS
Attached is a summary of the quarterly report for fiscal year 2024 Fourth Quarter ending June 30, 2024 representing the status of the City’s investment portfolio. The report includes all investments managed by the City of Berkeley and provides information on the values (par, book, and market), term, and yield of each security. Starting in fiscal year 2024 the City participated on earned interest credit earning for liquidity deposited in the bank.

Public
Investment Report: FY2024 4th Qtr INFORMATION CALENDAR Ended June 30, 2024 FEBRUARY 11, 2025

Summary information by type of security and detailed information on each security is provided on Exhibit 2-A. An evaluation of portfolio performance for this accounting period compared to the previous three accounting periods is also included in Attachment 1.

A. Portfolio Results
As a result of the differences in the investment policies of different cities, including responsible investing policies, maturity restrictions, investment restrictions, etc., it was difficult for the City of Berkeley to come up with a reasonable performance measure for pooled cash investments. In order to provide some measure of the relative performance of the City’s investment returns, many years ago the City established the State Local Agency Investment Fund (LAIF) as the performance measure to be reported in the quarterly investment reports, since many local governments invested significant portions of their investment portfolios in LAIF.

LAIF was intended to be a reference point to compare the City’s investment performance against, rather than a true performance measure, since most cities typically earn a yield higher than LAIF in normal interest rate environments, and because LAIF’s average maturity of its investments is normally shorter than that of most cities. As a result, past City Councilmembers requested that information about the rates earned by other California cities be included in the quarterly investment reports for comparison purposes, despite the differences in the investment policies of the various cities. It should be pointed out that the yield curve has been significantly inverted for many months (i.e., short term rates are higher than long term rates, which is abnormal), and cities with a shorter average maturity will have higher average yields than those cities with a longer average maturity, until the yield curve returns to normal. Some Analysts take this as a sign of an impending recession, but Staff does not agree with interpretation. There was a feeling among some that the US economy would slip into a recession, but that probability has declined significantly with the ongoing strength in consumer spending and with the Feds loosening monetary policy.

1. Liquidity of Portfolio:

The average investment in the pooled portfolio matures in 1,017 days as of June 30, 2024. This is 82 days less than the 1,099 maturity days as of March 31, 2024.

2. Comparison of Results to Performance Measures – Pooled investments:

Quarter Ended June 30, 2024
The City’s yield on investments for the quarter ended June 30, 2024 was 3.31%, an increase of 18 basis points (.18%) from the 3.13 earned during the quarter ended March 31, 2024. The average yield on a 91-day Treasury bill at the end of the quarter ended June 30, 2024 was 5.22%, a decrease of 15 basis points (0.15%) from the 5.37% at the end of the previous quarter.

As summarized in Table 1, staff’s overall results were under the performance measure for the quarter by 105 basis points. Staff’s performance was under the

Public
Investment Report: FY2024 4th Qtr INFORMATION CALENDAR Ended June 30, 2024 FEBRUARY 11, 2025

performance measure in April by approximately 99 basis points (-.99%); under the performance measure in May by approximately 105 basis points (-1.05%); and, was under the performance measure in June by approximately 110 basis points (-

1.10%). The performance measure for the return on investments is compared to the rate of return of the State LAIF.

Table 1
For Quarter Ending June 30, 2024
Period City State LAIF Difference
Apr-24 3.28% 4.27% -0.99%
May-24 3.28% 4.33% -1.05%
June-24 3.38% 4.48% -1.10%
Apr 1-June 30

3.31% 4.36% -1.05%

3. Investment Results-Retiree Health Insurance Funds:

Average interest rates earned on the retiree health insurance trust funds for the quarter ended June 30, 2024 compared to the quarter ended March 31 2024, were as follows:

Table 2

EARNED INTEREST RATES
For Quarter Ended 6/30/2024 Compared To 3/31/2024
Trust Fund 3rd Qtr
3/31/24
4th Qtr
6/30/24
Retiree Medical Trust Fund (Misc Employees) 5.47% 5.40% Fire Retiree Medical Trust Fund 4.97% 5.13%
Police Retiree Medical Trust Fund 4.63% 4.65%
The rates earned on these plans are expected to continue to increase slightly, as staff used the investment authority granted by Council to purchase long-term bonds as rates move higher.

Public
Investment Report: FY2024 4th Qtr INFORMATION CALENDAR Ended June 30, 2024 FEBRUARY 11, 2025

Details related to retiree health trust fund investments are in Attachment 3, Exhibits 3- A, 3-B, and 3-C of this report.

B. Discussion of Interest Rate Environment and Outlook
Federal Reserve Board June 12, 2024 Statement
At its June 12, 2024 meeting, the Fed’s Statement indicated that recent indicators suggest that economic activity has continued to expand at a solid pace. Job gains have remained strong, and the unemployment rate has remained low. Inflation has eased over the past year but remains elevated.

The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. The Committee judges that the risks to achieving its employment and inflation goals have moved to as better balance over the past year. The economic outlook is uncertain, and the Committee remains highly attentive to inflation risks.

In support of its goals, the Committee decided to maintain the target range for the federal funds rate at 5-1/4 to 5-1/2 percent. In considering any adjustments to the target range for the federal funds rate, the Committee will carefully assess incoming data, the evolving outlook, and the balance of risks. The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent. In addition, the Committee will continue reducing its holdings of Treasury securities and agency debt and agency mortgage-backed securities.

The Committee is strongly committed to returning inflation to its 2 percent objective.

In assessing the appropriate stance of monetary policy, the Committee will continue to monitor the implications of incoming information for the economic outlook. The Committee would be prepared to adjust the stance of monetary policy as appropriate if risks emerge that could impede the attainment of the Committee's goals. The Committee's assessments will review a wide range of information, including readings on labor market conditions, inflation pressures and inflation expectations, and financial and international developments.

Investment Environment/Change in City’s Investment Strategy A. Investment Environment
From March 17, 2022 to July 26, 2023, the Federal Reserve change its zero-interest rate policy to combat high inflation, and raised the Federal Funds rate 11 times to a total of

5.25%-5.50%.The Feds rate hikes (and several regional bank failures) resulted in (1) banks’ raising their lending standards and reducing the number of loans granted; (2)

Public
Investment Report: FY2024 4th Qtr INFORMATION CALENDAR Ended June 30, 2024 FEBRUARY 11, 2025

mortgage rates rising from around 4% to a high of nearly 8%, but falling back to a current level of approximately 6.5% for a conventional 30-year fixed rate mortgage; and (3) In addition, the Personal Consumption Expenditures (PCE) index (the Fed’s favored inflation index) has declined from 4.2% in November 2023 to 2.7% in August 2024, closer to the Fed’s 2.0% target.

The Feds have indicated that it wouldn’t start lowering rates until it was confident that the 2% target has been met and can be sustained. However, the rate has been stuck at a level of 2.6%-2.7% since May 2024. Despite that, the Feds lowered the Federal Funds rate by .50% on September 18, 2024, but may be reluctant to lower them much more in the near future.

Quite a few Analysts in the market had predicted that the Feds would start lowering rates in July 2024 and lower them twice in CY 2024. However, as indicated, the Feds actually lowered rates on September 18, 2024.

Staff also believes that the Feds will be slow to lower short-term rates in CY 2025, and that long-term rates will rise slightly for the following reasons:

1. The Fed’s Balance Sheet has grown from $.9 trillion right before the 2008 financial crisis to $4.4 trillion after the crisis, to $9 trillion after the COVID-19 pandemic, as a result of the federal deficit spending done to respond to these crises. The Balance Sheet balance currently stands at a still staggering amount of $7.4 trillion and will need to continue to be unwound. The problem is that when the Feds sells these securities, they are purchased by investment banks and other financial institutions. When this happens, the banks and other financial institutions have less cash and reserves to lend money to companies and individuals and to invest themselves, thereby negatively impacting growth in the economy.

In addition to raising short-term interest rates by 5.50%, from 0% since March 2022, the Feds has also operated a program of selling $95 billion/month (or $1.14 trillion/year) of Agency and Mortgage-Backed securities from its Balance Sheet instead of purchasing them as it did before this program began. This program results in a significant increase in bond supply without a corresponding increase in bond demand, which increases the rates on medium and long-term bonds.

Fortunately, the Feds partially alleviated this problem in June 2024 by slowing the pace of its asset paring to $60 billion/month and allowing the securities to mature, instead of selling them, without reinvesting the proceeds;

2. The Core Personal Consumption Expenditures (PCE) index (the Fed’s favored inflation index) has moved down significantly to 2.7% in August 2024 versus the Fed’s goal of 2.0%, but it has been stuck at a level of 2.6%-2.7% for five months.

Until it moves to the 2.0% goal and stays there for a period of time, this should give the Feds some pause, especially if there is an upward monthly move in the near future; and,

3. The projected US CY 2025 budget deficit of $1.8 trillion means the US will have to issue an additional $1.8 trillion of bonds to fund this budget deficit. In addition, the

Public
Investment Report: FY2024 4th Qtr INFORMATION CALENDAR Ended June 30, 2024 FEBRUARY 11, 2025

November 2024 presidential election results has the potential to make the situation much worse. A recent report from the nonpartisan Committee for a Responsible Federal Budget estimated that under a second Trump presidency, the US national debt could balloon by $7.5 trillion.

This additional huge supply of bonds may overwhelm demand for Agency and Mortgage-Backed bonds and should put further upward pressure on medium and long-term interest rates. At the same time, it may make the Feds reluctant to lower short-term interest rates and inflate the economy more at a time when the US economy is relatively strong.

Staff believes a sign of what is to come is reflected in the reaction long-term rates had to the Fed’s move to lower short-term interest rates on September 18, 2024 by .50%: Many Analysts had expected long-term rates, like mortgages, to drop as the Feds lowered short-term rates. In fact, the average rate on a conventional 30- year mortgage increased from 6.08% in late September 2024 to 6.54% in the week ending October 24, 2024.

B. Change in City Investment Strategy
During the Fed’s change to a tighter monetary policy from March 17, 2022 through July 26, 2023, staff’s basic strategy consisted of not purchasing any Agency or Medium-Term corporate note securities with a maturity beyond three years, unless the securities were step-up securities (i.e., securities whose interest rates increased periodically, if they were not called). After the Feds changed to a looser monetary policy after July 26, 2023, the City’s investment strategy changed to extending the investment maturities of securities purchased beyond three years and locking in rates.

Rates Earned by Berkeley and Other California Cities
On a short-term basis, the City’s earned rate is expected to be below the City’s benchmark (State LAIF) as long as the yield curve remains inverted.

However, the City’s return is expected to be comparable to rates earned by other cities with a similar average maturity and lower than cities with a shorter average maturity in California. A sample of rates earned by Northern and Southern California cities is reflected in table 3 below (previously only Northern California cities were included):

Public
Investment Report: FY2024 4th Qtr INFORMATION CALENDAR Ended June 30, 2024 FEBRUARY 11, 2025

Table 4
Other California Cities
Earned Interest Rates
For the Quarter Ending June 30, 2024
City Rates Earned
Oakland 4.63%
San Diego 3.82%
San Francisco 3.70%
San Jose 3.63%
Burbank 3.54%
Berkeley 3.31%
Los Angeles 3.12%
Sacramento 2.95%
Hayward 2.73%
Palo Alto 2.59 %

BACKGROUND
 Pooled Investments
Short-term cash is invested primarily in government sponsored enterprises (referred to as Federal Agency securities) notes, medium-term corporate notes and municipal securities for periods of one to ten years. Additional cash is invested in a money market fund or overnight securities to meet the liquidity needs of the City.

In some cases, the City may have investments with a current market value that is greater or less than the recorded cost. These changes in market value are due to fluctuations in the market and have no effect on the City’s yield, as the City does not intend to sell securities prior to maturity.
 Retiree Health Trust Fund Investments
The City agreed to provide retiree Health insurance coverage for fire, police and miscellaneous employees under certain terms and conditions. An actuarial study commissioned by the City many years ago determined that, in addition to City Contributions, an average rate of return of 7% on miscellaneous employees trust fund assets invested must be achieved to fund the retiree health benefit at the desired 70% level. Primarily as a result of the Federal Reserve Board’s decision to keep short-term rates near zero from 2008 to March 2022, the average rate currently earned is significantly below that 7% level. City Finance Department staff manages these investment portfolios.

Public
Investment Report: FY2024 4th Qtr INFORMATION CALENDAR Ended June 30, 2024 FEBRUARY 11, 2025

ENVIRONMENTAL SUSTAINABILITY
There are no identifiable environmental effects or opportunities associated with the subject of this report.

CONTACT PERSON
Henry Oyekanmi, Director, Finance Department, 981-7326

ATTACHMENTS

1. Portfolio Evaluation FY 2024 Fourth Quarter

2. Investment Report Analysis FY 2024 Fourth Quarter
a. Exhibit 2-A: Pooled Cash and Investments
b. Exhibit 2-B.1 through 2-B.3: Interest Earnings April 1, 2024 – June 30, 2024 c. Exhibit 2-C: Book Value By Investment Type
d. Exhibit 2-D: Current Holdings vs. Policy Limits
e. Exhibit 2-E: Investment Portfolio Trend

3. Summary of Pooled and Cash Investments FY 2024 Fourth Quarter –Trust Funds a. Exhibit 3-A: Retiree Medical Trust Funds –Misc.
b. Exhibit 3-B: Retiree Medical Trust Funds –Fire
c. Exhibit 3-C: Retiree Medical Trust Funds –Police

Attachment 1
Total Portfolio
Pooled Cash and Investments (COB) 698,518,749$ 664,362,679$ 680,764,634$ 614,759,558$ Pooled Cash and Investments (Trust) 54,549,828 57,831,711 57,430,853 53,459,009 Total Cash and Investments 753,068,577$ 722,194,390$ 738,195,487$ 668,218,567$ Average Life of Investment Portfolio
Pooled Investments (CoB) 1,017 1,099 1,182 1,237
Trust Investments 7.204 years 7.401 years 7.772 years 7.883 years Weighted Yield
Pooled Investments (CoB) 3.313% 3.131% 2.865% 2.999%
Trust Investments 5.057% 5.022% 5.045% 5.261%
Prime Rate 8.500% 8.500% 8.500% 8.500%
91-day Treasury Bill Rate 5.220% 5.368% 5.353% 5.446%
2-year Treasury Note Rate 4.720% 4.628% 4.250% 5.044%
Cash and Investments Maturity
Within one year 224,100,358$ 29.76% 169,170,381$ 23.42% 161,959,249$ 21.94% 104,135,475$ 15.58% Between 1 to 3 years 376,863,991 50.04% 370,649,554 51.32% 378,624,293 51.29% 374,559,348 56.05% Between 3 to 5 years 37,564,650 4.99% 66,226,147 9.17% 74,998,313 10.16% 72,751,770 10.89% Between 5 to 10 years 104,107,795 13.82% 105,625,485 14.63% 111,396,595 15.09% 105,896,100 15.85% Over 10 years 10,431,783 1.39% 10,522,824 1.46% 11,217,037 1.52% 10,875,874 1.63% Total 753,068,577$ 100.00% 722,194,391$ 100.00% 738,195,487$ 100.00% 668,218,567$ 100.00% June 2024

QUARTER ENDING
Portfolio Evaluation
Quarter Ended June 30, 2024
December 2023 September 2023March 2024

Attachment 2
Pension and OPEB
Investments Pooled Investments Trust Investments Total
Portfolio 557,598,372$ 54,464,603$ 612,062,975$ Unrecognized gain/(loss) (22,800,109) (2,018,780) (24,818,888) Total Investments 534,798,263 52,445,823 587,244,086 Cash Pooled Cash
Pension and OPEB
Trust Cash Total
Cash with Fidelity Money Market 35,421,404 - 35,421,404 Cash with Fiscal Agents 220 - 220 Cash Deposits in Banks 130,402,867 - 130,402,867 Pooled Cash Adjustment (2,104,005) 2,104,005 - Total Cash 163,720,486 2,104,005 165,824,491 Adjusted Grand Total (All Cash and Investments) 698,518,749$ 54,549,828$ 753,068,577$ Pooled Cash Portfolio Breakdown As of June 30, 2024 Book Value Market Value Investments 557,598,372$ 534,798,263$
NOTE:

1. The pooled cash includes Rent Board cash $7,423,683.11

2. The pooled cash does not include Section 115 cash of $11,163,619.87 Investment Report Analysis
As of June 30, 2024

Exhibit 2-A
CUSIP Investment # Issuer Book Value Par Value Market Value Current
Rate
YTM/C
365
Maturity
Date
Days To
Maturity Moody's Rating
Medium Term Notes
88579YAR2 14659 3M COMPANY 4,942,441.42 5,000,000.00 4,872,850.00 3.000 4.120 08/07/2025 402 A3 04685A2L4 14590 Athene Global Funding 5,955,390.91 5,950,000.00 5,843,316.50 2.500 2.320 01/14/2025 197 A1 04685A2L4 14602 Athene Global Funding 4,981,495.11 5,000,000.00 4,910,350.00 2.500 3.250 01/14/2025 197 A1 20030NBN0 14563 Comcast Corp 5,013,903.20 5,000,000.00 4,899,850.00 3.375 3.100 08/15/2025 410 A3 233851CU6 14571 Daimler Finance 5,028,802.22 5,000,000.00 4,808,500.00 3.450 3.190 01/06/2027 919 A2 233851CU6 14574 Daimler Finance 3,762,459.16 3,725,000.00 3,582,332.50 3.450 3.000 01/06/2027 919 A2 24422EWK1 14663 John Deere Cap 4,985,638.40 5,000,000.00 4,890,450.00 4.150 4.250 09/15/2027 1,171 A2 375558BF9 14570 Gilead Sciences 5,039,680.74 5,000,000.00 4,859,850.00 3.650 3.118 03/01/2026 608 A3 30303M8G0 14660 Meta Platforms Inc 4,880,208.46 5,000,000.00 4,800,300.00 3.500 4.360 08/15/2027 1,140 A1 617446HD4 14670 Morgan Stanley 10,731,582.06 10,000,000.00 11,338,300.00 7.250 6.000 04/01/2032 2,831 A1 747525AU7 14587 Qualcomm Inc 6,090,578.20 5,963,000.00 5,694,307.22 3.250 2.435 05/20/2027 1,053 A2 828807CS4 14606 Simon Property Group 4,999,706.51 5,000,000.00 4,968,250.00 3.375 3.353 10/01/2024 92 A2 07330MAA5 14588 Truist Bank 5,153,574.52 5,000,000.00 4,808,900.00 3.800 2.365 10/30/2026 851 A3 Subtotal and Average 71,565,460.91 70,638,000.00 70,277,556.22 3.627 983 Federal Agency Coupon Securities
3133ENN22 14664 Federal Farm Credit Bank 4,991,979.74 5,000,000.00 4,923,200.00 3.750 3.890 09/22/2025 448 AAA 3133ENP95 14666 Federal Farm Credit Bank 4,991,325.85 5,000,000.00 4,959,000.00 4.250 4.400 09/30/2025 456 AAA 3133ENS50 14667 Federal Farm Credit Bank 4,999,490.65 5,000,000.00 4,932,600.00 4.125 4.128 10/14/2027 1,200 AAA 3133ENN30 14668 Federal Farm Credit Bank 4,680,410.01 5,000,000.00 4,726,000.00 3.875 4.863 09/20/2032 3,003 AAA 3133ENV72 14669 Federal Farm Credit Bank 4,990,727.41 5,000,000.00 4,968,250.00 4.500 4.600 07/27/2026 756 AAA 3133EPGG4 14686 Federal Farm Credit Bank 4,963,362.84 5,000,000.00 4,760,650.00 4.000 4.102 04/20/2033 3,215 AAA 3133EPGS8 14687 Federal Farm Credit Bank 4,997,612.16 5,000,000.00 4,958,150.00 4.250 4.300 07/24/2025 388 AAA 3133EPPE9 14689 Federal Farm Credit Bank 4,984,627.31 5,000,000.00 4,959,650.00 4.375 4.540 07/06/2026 735 AAA 3133EPPF6 14690 Federal Farm Credit Bank 4,961,711.97 5,000,000.00 4,940,200.00 4.125 4.300 07/05/2029 1,830 AAA Subtotal and Average 44,561,247.94 45,000,000.00 44,127,700.00 4.344 1,323 Medium-Term Notes - Callable
22553PWD7 14652 Credit Suisse AG 5,000,000.00 5,000,000.00 4,874,900.00 4.050 4.050 05/25/2025 328 A3 22553PXJ3 14655 Credit Suisse AG 5,000,000.00 5,000,000.00 4,706,600.00 5.000 5.001 05/31/2032 2,891 A3 751212AC5 14566 Ralph Lauren 5,034,466.38 5,000,000.00 4,902,650.00 3.750 3.106 09/15/2025 441 A3 857477CD3 14698 State Street Corp. 4,000,000.00 4,000,000.00 4,007,640.00 5.272 5.272 08/03/2026 763 A1 91159HHU7 14562 US Bancorp 5,058,271.70 5,000,000.00 4,905,450.00 3.950 2.848 11/17/2025 504 A3 91159HHM5 14684 US Bancorp 4,814,163.29 5,000,000.00 4,794,000.00 3.100 5.348 04/27/2026 665 A3 91159HHW3 14693 US Bancorp 4,328,709.16 5,000,000.00 4,475,300.00 3.000 6.212 07/30/2029 1,855 A3 Subtotal and Average 33,235,610.53 34,000,000.00 32,666,540.00 4.484 1,057 Federal Agency Callable
3133EN6K1 14676 Federal Farm Credit Bank 5,000,000.00 5,000,000.00 4,844,550.00 4.220 4.220 01/23/2030 2,032 AAA 3133EN6K1 14677 Federal Farm Credit Bank 5,000,000.00 5,000,000.00 4,844,550.00 4.220 4.220 01/23/2030 2,032 AAA 3133EPAJ4 14679 Federal Farm Credit Bank 5,000,000.00 5,000,000.00 4,778,550.00 4.000 4.000 02/09/2033 3,145 AAA 3130ARXL0 14649 Federal Home Loan Banks 5,000,000.00 5,000,000.00 4,946,950.00 3.000 3.000 11/25/2024 147 AAA City of Berkeley
Pooled Cash and Investments
As of June 30, 2024

Exhibit 2-A
CUSIP Investment # Issuer Book Value Par Value Market Value Current
Rate
YTM/C
365
Maturity
Date
Days To
Maturity Moody's Rating
City of Berkeley
Pooled Cash and Investments
As of June 30, 2024
3130AULM4 14678 Federal Home Loan Banks 5,000,000.00 5,000,000.00 4,969,600.00 5.620 5.620 01/26/2033 3,131 AAA 3130AXDU9 14700 Federal Home Loan Banks 4,958,875.58 5,000,000.00 5,006,550.00 5.000 5.220 10/18/2028 1,570 AAA 29,958,875.58 30,000,000.00 29,390,750.00 4.379 2,010 Federal Agency Continuously Callable
31422XJW3 14638 Farmer Mac 10,000,000.00 10,000,000.00 9,341,500.00 1.500 0.300 07/20/2026 749 N/A 31422XZ47 14681 Farmer Mac 5,000,000.00 5,000,000.00 4,982,900.00 5.675 5.675 03/20/2030 2,088 N/A 3133ENUV0 14644 Federal Farm Credit Bank 5,000,000.00 5,000,000.00 4,721,100.00 4.000 4.000 04/19/2032 2,849 AAA 3133ENVV9 14647 Federal Farm Credit Bank 5,000,000.00 5,000,000.00 4,857,550.00 3.630 3.630 05/03/2027 1,036 AAA 3133ENWW6 14653 Federal Farm Credit Bank 4,995,659.99 5,000,000.00 4,766,550.00 4.370 4.384 05/17/2032 2,877 AAA 3133EN5C0 14675 Federal Farm Credit Bank 4,995,506.95 5,000,000.00 4,978,650.00 5.370 5.394 12/27/2028 1,640 AAA 3133EPEK7 14682 Federal Farm Credit Bank 5,000,000.00 5,000,000.00 4,951,200.00 4.620 4.620 04/03/2025 276 AAA 3133EPQT5 14695 Federal Farm Credit Bank 5,000,000.00 5,000,000.00 4,986,050.00 5.650 5.292 07/25/2033 3,311 AAA 3130AMAV4 14611 Federal Home Loan Banks 5,600,000.00 5,600,000.00 5,107,144.00 1.250 1.125 04/29/2027 1,032 AAA 3130ALZA5 14612 Federal Home Loan Banks 9,000,000.00 9,000,000.00 8,634,510.00 2.000 0.500 04/29/2026 667 AAA 3130AMEX6 14613 Federal Home Loan Banks 15,000,000.00 15,000,000.00 14,255,400.00 1.750 0.748 05/27/2026 695 AAA 3130AMF72 14615 Federal Home Loan Banks 15,000,000.00 15,000,000.00 14,039,100.00 1.300 1.040 05/27/2026 695 AAA 3130AMFQ0 14616 Federal Home Loan Banks 15,000,000.00 15,000,000.00 13,999,200.00 1.150 1.020 05/26/2026 694 AAA 3130AMFT4 14617 Federal Home Loan Banks 10,000,000.00 10,000,000.00 9,350,400.00 1.250 1.000 05/27/2026 695 AAA 3130AMG22 14618 Federal Home Loan Banks 20,000,000.00 20,000,000.00 18,827,600.00 1.250 0.500 05/27/2026 695 AAA 3130AMGG1 14619 Federal Home Loan Banks 10,000,000.00 10,000,000.00 9,485,600.00 2.000 1.160 05/26/2026 694 AAA 3130AMFN7 14620 Federal Home Loan Banks 10,000,000.00 10,000,000.00 9,487,600.00 2.000 1.175 05/26/2026 694 AAA 3130AMG55 14622 Federal Home Loan Banks 10,000,000.00 10,000,000.00 9,129,900.00 1.375 1.219 05/27/2027 1,060 AAA 3130AMG22 14624 Federal Home Loan Banks 10,000,000.00 10,000,000.00 9,413,800.00 1.250 0.500 05/27/2026 695 AAA 3130AMLS9 14627 Federal Home Loan Banks 10,000,000.00 10,000,000.00 9,458,800.00 1.300 1.010 06/17/2026 716 AAA 3130AMN24 14628 Federal Home Loan Banks 10,000,000.00 10,000,000.00 9,322,900.00 1.150 1.034 06/03/2026 702 AAA 3130AMN57 14629 Federal Home Loan Banks 20,000,000.00 20,000,000.00 18,635,800.00 1.100 1.013 06/03/2026 702 AAA 3130AMP71 14630 Federal Home Loan Banks 20,000,000.00 20,000,000.00 18,638,000.00 1.200 1.077 06/18/2026 717 AAA 3130AMPL0 14631 Federal Home Loan Banks 15,000,000.00 15,000,000.00 13,977,450.00 1.150 0.375 06/08/2026 707 AAA 3130AMMW9 14632 Federal Home Loan Banks 10,000,000.00 10,000,000.00 9,384,800.00 1.500 0.500 06/10/2026 709 AAA 3130AMWM0 14634 Federal Home Loan Banks 4,250,000.00 4,250,000.00 3,945,827.50 1.050 0.500 06/30/2026 729 AAA 3130AN5U0 14642 Federal Home Loan Banks 10,000,000.00 10,000,000.00 9,393,700.00 1.750 0.500 07/29/2026 758 AAA 3130ANJY7 14643 Federal Home Loan Banks 40,000,000.00 40,000,000.00 36,884,400.00 1.000 0.400 08/26/2026 786 AAA 3130ARTE1 14645 Federal Home Loan Banks 6,425,000.00 6,425,000.00 6,079,335.00 4.100 4.100 04/26/2032 2,856 AAA 3130ARX71 14648 Federal Home Loan Banks 5,000,000.00 5,000,000.00 4,904,350.00 3.000 3.000 05/23/2025 326 AAA 3130ARYA3 14651 Federal Home Loan Banks 5,000,000.00 5,000,000.00 4,912,700.00 4.000 4.000 05/26/2027 1,059 AAA 3130AS7K9 14654 Federal Home Loan Banks 5,000,000.00 5,000,000.00 4,849,100.00 4.440 4.440 05/26/2032 2,886 AAA 3130ASGF0 14656 Federal Home Loan Banks 5,000,000.00 5,000,000.00 4,934,550.00 4.000 4.000 06/30/2025 364 AAA 3130ATDV6 14662 Federal Home Loan Banks 5,000,000.00 5,000,000.00 4,978,550.00 5.000 5.000 09/30/2027 1,186 AAA 3130AXDY1 14699 Federal Home Loan Banks 5,000,000.00 5,000,000.00 4,990,150.00 5.550 5.550 09/26/2025 452 AAA 3134GXRS5 14646 Federal Home Loan Mortgage Co 5,000,000.00 5,000,000.00 4,915,400.00 3.100 3.100 04/29/2025 302 AAA 3134GXC28 14657 Federal Home Loan Mortgage Co 5,000,000.00 5,000,000.00 4,939,450.00 4.100 4.100 07/18/2025 382 AAA 3134GXC36 14658 Federal Home Loan Mortgage Co 5,000,000.00 5,000,000.00 4,968,800.00 4.000 4.000 12/30/2024 182 AAA

Exhibit 2-A
CUSIP Investment # Issuer Book Value Par Value Market Value Current
Rate
YTM/C
365
Maturity
Date
Days To
Maturity Moody's Rating
City of Berkeley
Pooled Cash and Investments
As of June 30, 2024
3134GYPL0 14685 Federal Home Loan Mortgage Co 5,000,000.00 5,000,000.00 4,984,350.00 5.250 5.250 05/01/2028 1,400 AAA 3134GYXR8 14696 Federal Home Loan Mortgage Co 2,000,000.00 2,000,000.00 1,994,780.00 6.000 5.327 07/27/2028 1,487 AAA 372,266,166.94 372,275,000.00 352,408,946.50 1.683 912 Medium Term Notes Continuous Callable Bonds
06051GLG2 14688 Bank of America Corporation 1,000,000.00 1,000,000.00 998,420.00 5.202 5.202 04/25/2029 1,759 A1 Subtotal and Average 1,000,000.00 1,000,000.00 998,420.00 5.202 1,759 Municipal Bonds
13063DGB8 14559 General Obligation Unlimited 5,011,010.12 5,000,000.00 4,928,350.00 3.375 3.087 04/01/2025 274 AA2 Subtotal and Average 5,011,010.12 5,000,000.00 4,928,350.00 3.087 274 Total Investments and Average 557,598,372.02 557,913,000.00 534,798,262.72 2.476 1,017 Total Investments (Book Value) 557,598,372.02
Cash 163,720,486.00
Total Investments (Book Value) and Cash 721,318,858.02
Increase / (Decrease) in Market Value of Securities (22,800,109.30) Total Investments (Market Value) and Cash 698,518,748.72

Pooled Investments Selected Funds
Interest Earnings
EXHIBIT 2-B.1
Sorted by Fund - Fund
April 1, 2024 - April 30, 2024
Yield on Average Book Value
Maturity
Date
Current
Rate
Ending
Par Value
AverageSecurity
TypeFund Book Value
Beginning
Book Value
Adjusted Interest Earnings
Accretion
Amortization/
Earnings
Adjusted InterestAnnualized
YieldCUSIP Investment #
Interest
Earned
Fund: Pooled Investment - Long Term
10,000,000.0014619 10,000,000.00 0.600MC5 05/26/2026 5,000.00 0.00 5,000.000.608010 10,000,000.003130AMGG1 5,000,000.0014649 5,000,000.00 3.000MC4 11/25/2024 12,500.00 0.00 12,500.003.042010 5,000,000.003130ARXL0 10,000,000.0014620 10,000,000.00 0.750MC5 05/26/2026 6,250.00 0.00 6,250.000.760010 10,000,000.003130AMFN7 5,000,000.0014648 5,000,000.00 3.000MC5 05/23/2025 12,500.00 0.00 12,500.003.042010 5,000,000.003130ARX71 5,000,000.0014651 5,000,000.00 4.000MC5 05/26/2027 16,666.67 0.00 16,666.674.056010 5,000,000.003130ARYA3 20,000,000.0014618 20,000,000.00 1.000MC5 05/27/2026 16,666.67 0.00 16,666.671.014010 20,000,000.003130AMG22 10,000,000.0014617 10,000,000.00 1.250MC5 05/27/2026 10,416.66 0.00 10,416.661.267010 10,000,000.003130AMFT4 5,000,000.0014662 5,000,000.00 5.000MC5 09/30/2027 20,833.34 0.00 20,833.345.069010 5,000,000.003130ATDV6 5,000,000.0014654 5,000,000.00 4.440MC5 05/26/2032 18,500.00 0.00 18,500.004.502010 5,000,000.003130AS7K9 5,000,000.0014656 5,000,000.00 4.000MC5 06/30/2025 16,666.66 0.00 16,666.664.056010 5,000,000.003130ASGF0 6,425,000.0014645 6,425,000.00 4.100MC5 04/26/2032 21,952.08 0.00 21,952.084.157010 6,425,000.003130ARTE1 10,000,000.0014622 10,000,000.00 1.375MC5 05/27/2027 11,458.33 0.00 11,458.331.394010 10,000,000.003130AMG55 10,000,000.0014632 10,000,000.00 1.500MC5 06/10/2026 12,500.00 0.00 12,500.001.521010 10,000,000.003130AMMW9 20,000,000.0014630 20,000,000.00 1.200MC5 06/18/2026 20,000.00 0.00 20,000.001.217010 20,000,000.003130AMP71 20,000,000.0014629 20,000,000.00 1.100MC5 06/03/2026 18,333.33 0.00 18,333.331.115010 20,000,000.003130AMN57 10,000,000.0014627 10,000,000.00 1.150MC5 06/17/2026 9,583.34 0.00 9,583.341.166010 10,000,000.003130AMLS9 10,000,000.0014628 10,000,000.00 1.150MC5 06/03/2026 9,583.34 0.00 9,583.341.166010 10,000,000.003130AMN24 40,000,000.0014643 40,000,000.00 1.000MC5 08/26/2026 33,333.33 0.00 33,333.331.014010 40,000,000.003130ANJY7 10,000,000.0014642 10,000,000.00 1.750MC5 07/29/2026 14,583.33 0.00 14,583.331.774010 10,000,000.003130AN5U0 15,000,000.0014631 15,000,000.00 1.150MC5 06/08/2026 14,375.00 0.00 14,375.001.166010 15,000,000.003130AMPL0 4,250,000.0014634 4,250,000.00 1.050MC5 06/30/2026 3,718.75 0.00 3,718.751.065010 4,250,000.003130AMWM0 15,000,000.0014616 15,000,000.00 1.150MC5 05/26/2026 14,375.00 0.00 14,375.001.166010 15,000,000.003130AMFQ0 5,000,000.0014678 5,000,000.00 5.620MC4 01/26/2033 23,416.67 0.00 23,416.675.698010 5,000,000.003130AULM4 5,600,000.0014611 5,600,000.00 1.250MC5 04/29/2027 5,833.33 0.00 5,833.331.267010 5,600,000.003130AMAV4 5,000,000.0014699 5,000,000.00 5.550MC5 09/26/2025 23,125.00 0.00 23,125.005.627010 5,000,000.003130AXDY1 4,956,895.1314700 5,000,000.00 5.000MC4 10/18/2028 20,833.34 797.50 21,630.845.309010 4,956,483.083130AXDU9 10,000,000.0014624 10,000,000.00 1.000MC5 05/27/2026 8,333.34 0.00 8,333.341.014010 10,000,000.003130AMG22 15,000,000.0014613 15,000,000.00 1.000MC5 05/27/2026 12,500.00 0.00 12,500.001.014010 15,000,000.003130AMEX6 9,000,000.0014612 9,000,000.00 2.000MC5 04/29/2026 8,000.00 0.00 8,000.001.081010 9,000,000.003130ALZA5 15,000,000.0014615 15,000,000.00 1.300MC5 05/27/2026 16,250.00 0.00 16,250.001.318010 15,000,000.003130AMF72 5,000,000.0014682 5,000,000.00 4.620MC5 04/03/2025 19,250.00 0.00 19,250.004.684010 5,000,000.003133EPEK7 5,000,000.0014677 5,000,000.00 4.220MC4 01/23/2030 17,583.33 0.00 17,583.334.279010 5,000,000.003133EN6K1

Maturity
Date
Current
Rate
Ending
Par Value
AverageSecurity
TypeFund
EXHIBIT 2-B.1
Book Value
Beginning
Book Value
Adjusted Interest Earnings
Accretion
Amortization/
Earnings
Adjusted Interest
April 1, 2024 - April 30, 2024
Interest Earnings
Pooled Investments Selected Funds
Annualized
YieldCUSIP Investment #
Interest
Earned
Fund: Pooled Investment - Long Term
5,000,000.0014679 5,000,000.00 4.000MC4 02/09/2033 16,666.67 0.00 16,666.674.056010 5,000,000.003133EPAJ4 4,962,501.5414686 5,000,000.00 4.000FAC 04/20/2033 16,666.67 346.83 17,013.504.171010 4,962,322.343133EPGG4 4,997,147.6914687 5,000,000.00 4.250FAC 07/24/2025 17,708.33 187.04 17,895.374.357010 4,997,051.053133EPGS8 5,000,000.0014695 5,000,000.00 5.650MC5 07/25/2033 23,541.66 0.00 23,541.665.728010 5,000,000.003133EPQT5 4,983,047.6414689 5,000,000.00 4.375FAC 07/06/2026 18,229.16 636.11 18,865.274.606010 4,982,718.983133EPPE9 4,960,130.7914690 5,000,000.00 4.125FAC 07/05/2029 17,187.50 636.72 17,824.224.372010 4,959,801.813133EPPF6 5,000,000.0014676 5,000,000.00 4.220MC4 01/23/2030 17,583.33 0.00 17,583.334.279010 5,000,000.003133EN6K1 4,995,299.8114675 5,000,000.00 5.370MC5 12/27/2028 22,375.00 83.41 22,458.415.470010 4,995,256.723133EN5C0 4,995,545.9814653 5,000,000.00 4.370MC5 05/17/2032 18,208.33 45.91 18,254.244.446010 4,995,522.263133ENWW6 5,000,000.0014647 5,000,000.00 3.630MC5 05/03/2027 15,125.00 0.00 15,125.003.680010 5,000,000.003133ENVV9 4,990,624.8514664 5,000,000.00 3.750FAC 09/22/2025 15,625.00 545.60 16,170.603.942010 4,990,342.953133ENN22 4,989,886.6014666 5,000,000.00 4.250FAC 09/30/2025 17,708.33 579.56 18,287.894.459010 4,989,587.163133ENP95 4,989,801.3914669 5,000,000.00 4.500FAC 07/27/2026 18,750.00 372.89 19,122.894.663010 4,989,608.733133ENV72 4,999,458.5814667 5,000,000.00 4.125FAC 10/14/2027 17,187.50 12.92 17,200.424.186010 4,999,451.903133ENS50 4,672,363.5614668 5,000,000.00 3.875FAC 09/20/2032 16,145.83 3,240.18 19,386.015.048010 4,670,689.463133ENN30 5,000,000.0014644 5,000,000.00 4.000MC5 04/19/2032 16,666.67 0.00 16,666.674.056010 5,000,000.003133ENUV0 5,000,000.0014658 5,000,000.00 4.000MC5 12/30/2024 16,666.66 0.00 16,666.664.056010 5,000,000.003134GXC36 5,000,000.0014646 5,000,000.00 3.100MC5 04/29/2025 12,916.67 0.00 12,916.673.143010 5,000,000.003134GXRS5 5,000,000.0014657 5,000,000.00 4.100MC5 07/18/2025 17,083.34 0.00 17,083.344.157010 5,000,000.003134GXC28 5,000,000.0014685 5,000,000.00 5.250MC5 05/01/2028 21,875.00 0.00 21,875.005.323010 5,000,000.003134GYPL0 2,000,000.0014696 2,000,000.00 6.000MC5 07/27/2028 10,000.00 0.00 10,000.006.083010 2,000,000.003134GYXR8 10,751,117.1414670 10,000,000.00 7.250MTN 04/01/2032 60,416.67 -7,866.47 52,550.205.947010 10,755,181.48617446HD4 1,000,000.0014688 1,000,000.00 5.202MC6 04/25/2029 4,335.00 0.00 4,335.005.274010 1,000,000.0006051GLG2 5,000,000.0014681 5,000,000.00 5.675MC5 03/20/2030 23,645.83 0.00 23,645.835.754010 5,000,000.0031422XZ47 10,000,000.0014638 10,000,000.00 1.500MC5 07/20/2026 12,500.00 0.00 12,500.001.521010 10,000,000.0031422XJW3 4,984,711.2414663 5,000,000.00 4.150MTN 09/15/2027 17,291.67 373.35 17,665.024.312010 4,984,518.3524422EWK1 5,014,048.1014559 5,000,000.00 3.375MUN 04/01/2025 14,062.50 -1,223.34 12,839.163.115010 5,014,680.1613063DGB8 5,067,024.2114562 5,000,000.00 3.950MC3 11/17/2025 16,458.33 -3,524.49 12,933.843.106010 5,068,845.1991159HHU7 4,301,365.7114693 5,000,000.00 3.000MC3 07/30/2029 12,500.00 11,010.79 23,510.796.650010 4,295,676.8091159HHW3 4,793,058.3614684 5,000,000.00 3.100MC3 04/27/2026 12,916.66 8,498.63 21,415.295.436010 4,788,667.4091159HHM5 5,016,467.0314563 5,000,000.00 3.375MTN 08/15/2025 14,062.50 -1,032.42 13,030.083.160010 5,017,000.4520030NBN0 6,099,726.0114587 5,963,000.00 3.250MTN 05/20/2027 16,149.79 -3,683.68 12,466.112.487010 6,101,629.24747525AU7 4,999,356.5714564 5,000,000.00 2.900MTN 05/20/2024 12,083.33 576.21 12,659.543.081010 4,999,058.86747525AT0 5,040,382.8414566 5,000,000.00 3.750MC3 09/15/2025 15,625.00 -2,382.46 13,242.543.197010 5,041,613.78751212AC5 5,044,607.7614570 5,000,000.00 3.650MTN 03/01/2026 15,208.34 -1,984.04 13,224.303.189010 5,045,632.85375558BF9 3,765,542.8114574 3,725,000.00 3.450MTN 01/06/2027 10,709.37 -1,241.74 9,467.633.059010 3,766,184.38233851CU6 5,031,173.2314571 5,000,000.00 3.450MTN 01/06/2027 14,375.00 -954.77 13,420.233.245010 5,031,666.53233851CU6 5,167,211.3514588 5,000,000.00 3.800MTN 10/30/2026 15,833.34 -5,491.35 10,341.992.435010 5,170,048.5507330MAA5 4,974,352.0414602 5,000,000.00 2.500MTN 01/14/2025 10,416.67 2,876.41 13,293.083.251010 4,972,865.8904685A2L4 5,957,471.8514590 5,950,000.00 2.500MTN 01/14/2025 12,395.84 -837.96 11,557.882.360010 5,957,904.8004685A2L4

Maturity
Date
Current
Rate
Ending
Par Value
AverageSecurity
TypeFund
EXHIBIT 2-B.1
Book Value
Beginning
Book Value
Adjusted Interest Earnings
Accretion
Amortization/
Earnings
Adjusted Interest
April 1, 2024 - April 30, 2024
Interest Earnings
Pooled Investments Selected Funds
Annualized
YieldCUSIP Investment #
Interest
Earned
Fund: Pooled Investment - Long Term
4,999,463.5714606 5,000,000.00 3.375MTN 10/01/2024 14,062.50 97.83 14,160.333.446010 4,999,413.03828807CS4 5,000,000.0014652 5,000,000.00 4.050MC3 05/25/2025 16,875.00 0.00 16,875.004.106010 5,000,000.0022553PWD7 5,000,000.0014655 5,000,000.00 5.000MC3 05/31/2032 20,604.40 0.00 20,604.405.014010 5,000,000.0022553PXJ3 4,931,612.8414659 5,000,000.00 3.000MTN 08/07/2025 12,500.00 4,360.50 16,860.504.160010 4,929,359.9288579YAR2 4,872,268.5414660 5,000,000.00 3.500MTN 08/15/2027 14,583.33 3,197.29 17,780.624.440010 4,870,616.6130303M8G0 4,000,000.0014698 4,000,000.00 5.272MC3 08/03/2026 17,573.33 0.00 17,573.335.345010 4,000,000.00857477CD3 562,913,000.00Subtotal 562,578,664.76 2.713 1,254,274.858,252.961,246,021.89562,574,400.71 Fund: Wells Fargo MM- Regular
141,763,758.8914701 163,963,015.44RRP 598,256.39 0.00 598,256.395.134025 96,873,165.78SYS14701 163,963,015.44Subtotal 141,763,758.89 5.134 598,256.390.00598,256.3996,873,165.78 Fund: Fidelity MM - Trans
11,965,260.1514190 12,015,009.51 0.002RRP 48,248.74 0.00 48,248.744.906030 11,963,544.65SYS14190 12,015,009.51Subtotal 11,965,260.15 4.906 48,248.740.0048,248.7411,963,544.65 Fund: Fidelity MM - Regular
23,002,908.2414265 23,098,550.13 0.003RRP 92,756.98 0.00 92,756.984.906040 22,999,610.24SYS14265 23,098,550.13Subtotal 23,002,908.24 4.906 92,756.980.0092,756.9822,999,610.24 761,989,575.08Total 739,310,592.03 3.281 1,993,536.968,252.961,985,284.00694,410,721.38

Pooled Investments Selected Funds
Interest Earnings
EXHIBIT 2-B.2
Sorted by Fund - Fund
May 1, 2024 - May 31, 2024
Yield on Average Book Value
Maturity
Date
Current
Rate
Ending
Par Value
AverageSecurity
TypeFund Book Value
Beginning
Book Value
Adjusted Interest Earnings
Accretion
Amortization/
Earnings
Adjusted InterestAnnualized
YieldCUSIP Investment #
Interest
Earned
Fund: Pooled Investment - Long Term
10,000,000.0014619 10,000,000.00 2.000MC5 05/26/2026 6,944.45 0.00 6,944.450.818010 10,000,000.003130AMGG1 5,000,000.0014649 5,000,000.00 3.000MC4 11/25/2024 12,500.00 0.00 12,500.002.944010 5,000,000.003130ARXL0 10,000,000.0014620 10,000,000.00 2.000MC5 05/26/2026 7,986.11 0.00 7,986.110.940010 10,000,000.003130AMFN7 5,000,000.0014648 5,000,000.00 3.000MC5 05/23/2025 12,500.00 0.00 12,500.002.944010 5,000,000.003130ARX71 5,000,000.0014651 5,000,000.00 4.000MC5 05/26/2027 16,666.67 0.00 16,666.673.925010 5,000,000.003130ARYA3 20,000,000.0014618 20,000,000.00 1.250MC5 05/27/2026 17,222.22 0.00 17,222.221.014010 20,000,000.003130AMG22 10,000,000.0014617 10,000,000.00 1.250MC5 05/27/2026 10,416.67 0.00 10,416.671.226010 10,000,000.003130AMFT4 5,000,000.0014662 5,000,000.00 5.000MC5 09/30/2027 20,833.33 0.00 20,833.334.906010 5,000,000.003130ATDV6 5,000,000.0014654 5,000,000.00 4.440MC5 05/26/2032 18,500.00 0.00 18,500.004.356010 5,000,000.003130AS7K9 5,000,000.0014656 5,000,000.00 4.000MC5 06/30/2025 16,666.67 0.00 16,666.673.925010 5,000,000.003130ASGF0 6,425,000.0014645 6,425,000.00 4.100MC5 04/26/2032 21,952.08 0.00 21,952.084.023010 6,425,000.003130ARTE1 10,000,000.0014622 10,000,000.00 1.375MC5 05/27/2027 11,458.34 0.00 11,458.341.349010 10,000,000.003130AMG55 10,000,000.0014632 10,000,000.00 1.500MC5 06/10/2026 12,500.00 0.00 12,500.001.472010 10,000,000.003130AMMW9 20,000,000.0014630 20,000,000.00 1.200MC5 06/18/2026 20,000.00 0.00 20,000.001.177010 20,000,000.003130AMP71 20,000,000.0014629 20,000,000.00 1.100MC5 06/03/2026 18,333.34 0.00 18,333.341.079010 20,000,000.003130AMN57 10,000,000.0014627 10,000,000.00 1.150MC5 06/17/2026 9,583.33 0.00 9,583.331.128010 10,000,000.003130AMLS9 10,000,000.0014628 10,000,000.00 1.150MC5 06/03/2026 9,583.33 0.00 9,583.331.128010 10,000,000.003130AMN24 40,000,000.0014643 40,000,000.00 1.000MC5 08/26/2026 33,333.34 0.00 33,333.340.981010 40,000,000.003130ANJY7 10,000,000.0014642 10,000,000.00 1.750MC5 07/29/2026 14,583.34 0.00 14,583.341.717010 10,000,000.003130AN5U0 15,000,000.0014631 15,000,000.00 1.150MC5 06/08/2026 14,375.00 0.00 14,375.001.128010 15,000,000.003130AMPL0 4,250,000.0014634 4,250,000.00 1.050MC5 06/30/2026 3,718.75 0.00 3,718.751.030010 4,250,000.003130AMWM0 15,000,000.0014616 15,000,000.00 1.150MC5 05/26/2026 14,375.00 0.00 14,375.001.128010 15,000,000.003130AMFQ0 5,000,000.0014678 5,000,000.00 5.620MC4 01/26/2033 23,416.66 0.00 23,416.665.514010 5,000,000.003130AULM4 5,600,000.0014611 5,600,000.00 1.250MC5 04/29/2027 5,833.33 0.00 5,833.331.226010 5,600,000.003130AMAV4 5,000,000.0014699 5,000,000.00 5.550MC5 09/26/2025 23,125.00 0.00 23,125.005.446010 5,000,000.003130AXDY1 4,957,705.0614700 5,000,000.00 5.000MC4 10/18/2028 20,833.33 797.50 21,630.835.137010 4,957,280.583130AXDU9 10,000,000.0014624 10,000,000.00 1.250MC5 05/27/2026 8,611.11 0.00 8,611.111.014010 10,000,000.003130AMG22 15,000,000.0014613 15,000,000.00 1.750MC5 05/27/2026 13,750.00 0.00 13,750.001.079010 15,000,000.003130AMEX6 9,000,000.0014612 9,000,000.00 2.000MC5 04/29/2026 15,000.00 0.00 15,000.001.962010 9,000,000.003130ALZA5 15,000,000.0014615 15,000,000.00 1.300MC5 05/27/2026 16,250.00 0.00 16,250.001.276010 15,000,000.003130AMF72 5,000,000.0014682 5,000,000.00 4.620MC5 04/03/2025 19,250.00 0.00 19,250.004.533010 5,000,000.003133EPEK7 5,000,000.0014677 5,000,000.00 4.220MC4 01/23/2030 17,583.33 0.00 17,583.334.141010 5,000,000.003133EN6K1

Maturity
Date
Current
Rate
Ending
Par Value
AverageSecurity
TypeFund
EXHIBIT 2-B.2
Book Value
Beginning
Book Value
Adjusted Interest Earnings
Accretion
Amortization/
Earnings
Adjusted Interest
May 1, 2024 - May 31, 2024
Interest Earnings
Pooled Investments Selected Funds
Annualized
YieldCUSIP Investment #
Interest
Earned
Fund: Pooled Investment - Long Term
5,000,000.0014679 5,000,000.00 4.000MC4 02/09/2033 16,666.66 0.00 16,666.663.925010 5,000,000.003133EPAJ4 4,962,853.7814686 5,000,000.00 4.000FAC 04/20/2033 16,666.67 346.84 17,013.514.036010 4,962,669.173133EPGG4 4,997,337.6414687 5,000,000.00 4.250FAC 07/24/2025 17,708.34 187.03 17,895.374.216010 4,997,238.093133EPGS8 5,000,000.0014695 5,000,000.00 5.650MC5 07/25/2033 23,541.67 0.00 23,541.675.544010 5,000,000.003133EPQT5 4,983,693.6714689 5,000,000.00 4.375FAC 07/06/2026 18,229.17 636.11 18,865.284.457010 4,983,355.093133EPPE9 4,960,777.4314690 5,000,000.00 4.125FAC 07/05/2029 17,187.50 636.72 17,824.224.231010 4,960,438.533133EPPF6 5,000,000.0014676 5,000,000.00 4.220MC4 01/23/2030 17,583.33 0.00 17,583.334.141010 5,000,000.003133EN6K1 4,995,384.5314675 5,000,000.00 5.370MC5 12/27/2028 22,375.00 83.41 22,458.415.293010 4,995,340.133133EN5C0 4,995,592.6114653 5,000,000.00 4.370MC5 05/17/2032 18,208.33 45.91 18,254.244.302010 4,995,568.173133ENWW6 5,000,000.0014647 5,000,000.00 3.630MC5 05/03/2027 15,125.00 0.00 15,125.003.562010 5,000,000.003133ENVV9 4,991,178.9514664 5,000,000.00 3.750FAC 09/22/2025 15,625.00 545.60 16,170.603.815010 4,990,888.553133ENN22 4,990,474.5814666 5,000,000.00 4.250FAC 09/30/2025 17,708.33 579.57 18,287.904.315010 4,990,166.723133ENP95 4,990,180.1014669 5,000,000.00 4.500FAC 07/27/2026 18,750.00 372.90 19,122.904.512010 4,989,981.623133ENV72 4,999,471.6914667 5,000,000.00 4.125FAC 10/14/2027 17,187.50 12.92 17,200.424.051010 4,999,464.823133ENS50 4,675,654.2614668 5,000,000.00 3.875FAC 09/20/2032 16,145.84 3,240.19 19,386.034.882010 4,673,929.643133ENN30 5,000,000.0014644 5,000,000.00 4.000MC5 04/19/2032 16,666.66 0.00 16,666.663.925010 5,000,000.003133ENUV0 5,000,000.0014658 5,000,000.00 4.000MC5 12/30/2024 16,666.67 0.00 16,666.673.925010 5,000,000.003134GXC36 5,000,000.0014646 5,000,000.00 3.100MC5 04/29/2025 12,916.67 0.00 12,916.673.042010 5,000,000.003134GXRS5 5,000,000.0014657 5,000,000.00 4.100MC5 07/18/2025 17,083.33 0.00 17,083.334.023010 5,000,000.003134GXC28 5,000,000.0014685 5,000,000.00 5.250MC5 05/01/2028 21,875.00 0.00 21,875.005.151010 5,000,000.003134GYPL0 2,000,000.0014696 2,000,000.00 6.000MC5 07/27/2028 10,000.00 0.00 10,000.005.887010 2,000,000.003134GYXR8 10,743,128.0114670 10,000,000.00 7.250MTN 04/01/2032 60,416.66 -7,866.48 52,550.185.759010 10,747,315.01617446HD4 1,000,000.0014688 1,000,000.00 5.202MC6 04/25/2029 4,335.00 0.00 4,335.005.104010 1,000,000.0006051GLG2 5,000,000.0014681 5,000,000.00 5.675MC5 03/20/2030 23,645.84 0.00 23,645.845.568010 5,000,000.0031422XZ47 10,000,000.0014638 10,000,000.00 1.500MC5 07/20/2026 12,500.00 0.00 12,500.001.472010 10,000,000.0031422XJW3 4,985,090.4214663 5,000,000.00 4.150MTN 09/15/2027 17,291.67 373.35 17,665.024.172010 4,984,891.7024422EWK1 5,012,805.6814559 5,000,000.00 3.375MUN 04/01/2025 14,062.50 -1,223.35 12,839.153.016010 5,013,456.8213063DGB8 5,063,444.7514562 5,000,000.00 3.950MC3 11/17/2025 16,458.34 -3,524.50 12,933.843.008010 5,065,320.7091159HHU7 4,312,536.3314693 5,000,000.00 3.000MC3 07/30/2029 12,500.00 11,010.78 23,510.786.419010 4,306,687.5991159HHW3 4,801,689.4914684 5,000,000.00 3.100MC3 04/27/2026 12,916.67 8,498.63 21,415.305.251010 4,797,166.0391159HHM5 5,015,418.5214563 5,000,000.00 3.375MTN 08/15/2025 14,062.50 -1,032.41 13,030.093.059010 5,015,968.0320030NBN0 6,095,984.8914587 5,963,000.00 3.250MTN 05/20/2027 16,149.79 -3,683.68 12,466.112.408010 6,097,945.56747525AU7 3,064,410.1814564 0.00 2.900MTN 05/20/2024 7,652.78 364.93 8,017.713.081010 4,999,635.07747525AT0 5,037,963.2314566 5,000,000.00 3.750MC3 09/15/2025 15,625.00 -2,382.47 13,242.533.095010 5,039,231.32751212AC5 5,042,592.7914570 5,000,000.00 3.650MTN 03/01/2026 15,208.33 -1,984.03 13,224.303.088010 5,043,648.81375558BF9 3,764,281.7114574 3,725,000.00 3.450MTN 01/06/2027 10,709.38 -1,241.74 9,467.642.961010 3,764,942.64233851CU6 5,030,203.5814571 5,000,000.00 3.450MTN 01/06/2027 14,375.00 -954.77 13,420.233.141010 5,030,711.76233851CU6 5,161,640.3014588 5,000,000.00 3.800MTN 10/30/2026 15,833.33 -5,491.34 10,341.992.359010 5,164,557.2007330MAA5 4,977,273.2914602 5,000,000.00 2.500MTN 01/14/2025 10,416.66 2,876.41 13,293.073.145010 4,975,742.3004685A2L4 5,956,620.8214590 5,950,000.00 2.500MTN 01/14/2025 12,395.83 -837.97 11,557.862.285010 5,957,066.8404685A2L4

Maturity
Date
Current
Rate
Ending
Par Value
AverageSecurity
TypeFund
EXHIBIT 2-B.2
Book Value
Beginning
Book Value
Adjusted Interest Earnings
Accretion
Amortization/
Earnings
Adjusted Interest
May 1, 2024 - May 31, 2024
Interest Earnings
Pooled Investments Selected Funds
Annualized
YieldCUSIP Investment #
Interest
Earned
Fund: Pooled Investment - Long Term
4,999,562.9314606 5,000,000.00 3.375MTN 10/01/2024 14,062.50 97.82 14,160.323.335010 4,999,510.86828807CS4 5,000,000.0014652 5,000,000.00 4.050MC3 05/25/2025 16,875.00 0.00 16,875.003.974010 5,000,000.0022553PWD7 5,000,000.0014655 5,000,000.00 5.000MC3 05/31/2032 20,612.02 0.00 20,612.024.854010 5,000,000.0022553PXJ3 4,936,041.3314659 5,000,000.00 3.000MTN 08/07/2025 12,500.00 4,360.50 16,860.504.022010 4,933,720.4288579YAR2 4,875,515.6814660 5,000,000.00 3.500MTN 08/15/2027 14,583.33 3,197.28 17,780.614.294010 4,873,813.9030303M8G0 4,000,000.0014698 4,000,000.00 5.272MC3 08/03/2026 17,573.34 0.00 17,573.345.173010 4,000,000.00857477CD3 557,913,000.00Subtotal 560,651,508.21 2.651 1,262,404.538,041.661,254,362.87562,582,653.67 Fund: Wells Fargo MM- Regular
153,698,662.1514701 156,608,227.41RRP 670,812.31 0.00 670,812.315.139025 163,963,015.44SYS14701 156,608,227.41Subtotal 153,698,662.15 5.139 670,812.310.00670,812.31163,963,015.44 Fund: Fidelity MM - Trans
12,016,731.8814190 12,068,402.99 0.002RRP 53,393.48 0.00 53,393.485.232030 12,015,009.51SYS14190 12,068,402.99Subtotal 12,016,731.88 5.232 53,393.480.0053,393.4812,015,009.51 Fund: Fidelity MM - Regular
23,101,861.3414265 23,201,197.73 0.003RRP 102,647.60 0.00 102,647.605.232040 23,098,550.13SYS14265 23,201,197.73Subtotal 23,101,861.34 5.232 102,647.600.00102,647.6023,098,550.13 749,790,828.13Total 749,468,763.59 3.282 2,089,257.928,041.662,081,216.26761,659,228.75

Pooled Investments Selected Funds
Interest Earnings
EXHIBIT 2-B.3
Sorted by Fund - Fund
June 1, 2024 - June 30, 2024
Yield on Average Book Value
Maturity
Date
Current
Rate
Ending
Par Value
AverageSecurity
TypeFund Book Value
Beginning
Book Value
Adjusted Interest Earnings
Accretion
Amortization/
Earnings
Adjusted InterestAnnualized
YieldCUSIP Investment #
Interest
Earned
Fund: Pooled Investment - Long Term
10,000,000.0014619 10,000,000.00 2.000MC5 05/26/2026 16,666.66 0.00 16,666.662.028010 10,000,000.003130AMGG1 5,000,000.0014649 5,000,000.00 3.000MC4 11/25/2024 12,500.00 0.00 12,500.003.042010 5,000,000.003130ARXL0 10,000,000.0014620 10,000,000.00 2.000MC5 05/26/2026 16,666.66 0.00 16,666.662.028010 10,000,000.003130AMFN7 5,000,000.0014648 5,000,000.00 3.000MC5 05/23/2025 12,500.00 0.00 12,500.003.042010 5,000,000.003130ARX71 5,000,000.0014651 5,000,000.00 4.000MC5 05/26/2027 16,666.66 0.00 16,666.664.056010 5,000,000.003130ARYA3 20,000,000.0014618 20,000,000.00 1.250MC5 05/27/2026 20,833.33 0.00 20,833.331.267010 20,000,000.003130AMG22 10,000,000.0014617 10,000,000.00 1.250MC5 05/27/2026 10,416.67 0.00 10,416.671.267010 10,000,000.003130AMFT4 5,000,000.0014662 5,000,000.00 5.000MC5 09/30/2027 20,833.33 0.00 20,833.335.069010 5,000,000.003130ATDV6 5,000,000.0014654 5,000,000.00 4.440MC5 05/26/2032 18,500.00 0.00 18,500.004.502010 5,000,000.003130AS7K9 5,000,000.0014656 5,000,000.00 4.000MC5 06/30/2025 16,666.67 0.00 16,666.674.056010 5,000,000.003130ASGF0 6,425,000.0014645 6,425,000.00 4.100MC5 04/26/2032 21,952.09 0.00 21,952.094.157010 6,425,000.003130ARTE1 10,000,000.0014622 10,000,000.00 1.375MC5 05/27/2027 11,458.33 0.00 11,458.331.394010 10,000,000.003130AMG55 10,000,000.0014632 10,000,000.00 1.500MC5 06/10/2026 12,500.00 0.00 12,500.001.521010 10,000,000.003130AMMW9 20,000,000.0014630 20,000,000.00 1.200MC5 06/18/2026 20,000.00 0.00 20,000.001.217010 20,000,000.003130AMP71 20,000,000.0014629 20,000,000.00 1.100MC5 06/03/2026 18,333.33 0.00 18,333.331.115010 20,000,000.003130AMN57 10,000,000.0014627 10,000,000.00 1.300MC5 06/17/2026 10,166.67 0.00 10,166.671.237010 10,000,000.003130AMLS9 10,000,000.0014628 10,000,000.00 1.150MC5 06/03/2026 9,583.33 0.00 9,583.331.166010 10,000,000.003130AMN24 40,000,000.0014643 40,000,000.00 1.000MC5 08/26/2026 33,333.33 0.00 33,333.331.014010 40,000,000.003130ANJY7 10,000,000.0014642 10,000,000.00 1.750MC5 07/29/2026 14,583.33 0.00 14,583.331.774010 10,000,000.003130AN5U0 15,000,000.0014631 15,000,000.00 1.150MC5 06/08/2026 14,375.00 0.00 14,375.001.166010 15,000,000.003130AMPL0 4,250,000.0014634 4,250,000.00 1.050MC5 06/30/2026 3,718.75 0.00 3,718.751.065010 4,250,000.003130AMWM0 15,000,000.0014616 15,000,000.00 1.150MC5 05/26/2026 14,375.00 0.00 14,375.001.166010 15,000,000.003130AMFQ0 5,000,000.0014678 5,000,000.00 5.620MC4 01/26/2033 23,416.67 0.00 23,416.675.698010 5,000,000.003130AULM4 5,600,000.0014611 5,600,000.00 1.250MC5 04/29/2027 5,833.34 0.00 5,833.341.267010 5,600,000.003130AMAV4 5,000,000.0014699 5,000,000.00 5.550MC5 09/26/2025 23,125.00 0.00 23,125.005.627010 5,000,000.003130AXDY1 4,958,490.1314700 5,000,000.00 5.000MC4 10/18/2028 20,833.33 797.50 21,630.835.308010 4,958,078.083130AXDU9 10,000,000.0014624 10,000,000.00 1.250MC5 05/27/2026 10,416.67 0.00 10,416.671.267010 10,000,000.003130AMG22 15,000,000.0014613 15,000,000.00 1.750MC5 05/27/2026 21,875.00 0.00 21,875.001.774010 15,000,000.003130AMEX6 9,000,000.0014612 9,000,000.00 2.000MC5 04/29/2026 15,000.00 0.00 15,000.002.028010 9,000,000.003130ALZA5 15,000,000.0014615 15,000,000.00 1.300MC5 05/27/2026 16,250.00 0.00 16,250.001.318010 15,000,000.003130AMF72 5,000,000.0014682 5,000,000.00 4.620MC5 04/03/2025 19,250.00 0.00 19,250.004.684010 5,000,000.003133EPEK7 5,000,000.0014677 5,000,000.00 4.220MC4 01/23/2030 17,583.34 0.00 17,583.344.279010 5,000,000.003133EN6K1

Maturity
Date
Current
Rate
Ending
Par Value
AverageSecurity
TypeFund
EXHIBIT 2-B.3
Book Value
Beginning
Book Value
Adjusted Interest Earnings
Accretion
Amortization/
Earnings
Adjusted Interest
June 1, 2024 - June 30, 2024
Interest Earnings
Pooled Investments Selected Funds
Annualized
YieldCUSIP Investment #
Interest
Earned
Fund: Pooled Investment - Long Term
5,000,000.0014679 5,000,000.00 4.000MC4 02/09/2033 16,666.67 0.00 16,666.674.056010 5,000,000.003133EPAJ4 4,963,195.2014686 5,000,000.00 4.000FAC 04/20/2033 16,666.66 346.83 17,013.494.171010 4,963,016.013133EPGG4 4,997,521.7614687 5,000,000.00 4.250FAC 07/24/2025 17,708.33 187.04 17,895.374.357010 4,997,425.123133EPGS8 5,000,000.0014695 5,000,000.00 5.650MC5 07/25/2033 23,541.67 0.00 23,541.675.728010 5,000,000.003133EPQT5 4,984,319.8614689 5,000,000.00 4.375FAC 07/06/2026 18,229.17 636.11 18,865.284.605010 4,983,991.203133EPPE9 4,961,404.2214690 5,000,000.00 4.125FAC 07/05/2029 17,187.50 636.72 17,824.224.371010 4,961,075.253133EPPF6 5,000,000.0014676 5,000,000.00 4.220MC4 01/23/2030 17,583.34 0.00 17,583.344.279010 5,000,000.003133EN6K1 4,995,466.6414675 5,000,000.00 5.370MC5 12/27/2028 22,375.00 83.41 22,458.415.470010 4,995,423.543133EN5C0 4,995,637.8014653 5,000,000.00 4.370MC5 05/17/2032 18,208.34 45.91 18,254.254.446010 4,995,614.083133ENWW6 5,000,000.0014647 5,000,000.00 3.630MC5 05/03/2027 15,125.00 0.00 15,125.003.680010 5,000,000.003133ENVV9 4,991,716.0414664 5,000,000.00 3.750FAC 09/22/2025 15,625.00 545.59 16,170.593.941010 4,991,434.153133ENN22 4,991,045.7314666 5,000,000.00 4.250FAC 09/30/2025 17,708.34 579.56 18,287.904.458010 4,990,746.293133ENP95 4,990,547.1814669 5,000,000.00 4.500FAC 07/27/2026 18,750.00 372.89 19,122.894.662010 4,990,354.523133ENV72 4,999,484.4114667 5,000,000.00 4.125FAC 10/14/2027 17,187.50 12.91 17,200.414.186010 4,999,477.743133ENS50 4,678,843.9214668 5,000,000.00 3.875FAC 09/20/2032 16,145.83 3,240.18 19,386.015.041010 4,677,169.833133ENN30 5,000,000.0014644 5,000,000.00 4.000MC5 04/19/2032 16,666.67 0.00 16,666.674.056010 5,000,000.003133ENUV0 5,000,000.0014658 5,000,000.00 4.000MC5 12/30/2024 16,666.67 0.00 16,666.674.056010 5,000,000.003134GXC36 5,000,000.0014646 5,000,000.00 3.100MC5 04/29/2025 12,916.66 0.00 12,916.663.143010 5,000,000.003134GXRS5 5,000,000.0014657 5,000,000.00 4.100MC5 07/18/2025 17,083.33 0.00 17,083.334.157010 5,000,000.003134GXC28 5,000,000.0014685 5,000,000.00 5.250MC5 05/01/2028 21,875.00 0.00 21,875.005.323010 5,000,000.003134GYPL0 2,000,000.0014696 2,000,000.00 6.000MC5 07/27/2028 10,000.00 0.00 10,000.006.083010 2,000,000.003134GYXR8 10,735,384.1914670 10,000,000.00 7.250MTN 04/01/2032 60,416.67 -7,866.47 52,550.205.956010 10,739,448.53617446HD4 1,000,000.0014688 1,000,000.00 5.202MC6 04/25/2029 4,335.00 0.00 4,335.005.274010 1,000,000.0006051GLG2 5,000,000.0014681 5,000,000.00 5.675MC5 03/20/2030 23,645.83 0.00 23,645.835.754010 5,000,000.0031422XZ47 10,000,000.0014638 10,000,000.00 1.500MC5 07/20/2026 12,500.00 0.00 12,500.001.521010 10,000,000.0031422XJW3 4,985,457.9514663 5,000,000.00 4.150MTN 09/15/2027 17,291.66 373.35 17,665.014.311010 4,985,265.0524422EWK1 5,011,601.4114559 5,000,000.00 3.375MUN 04/01/2025 14,062.50 -1,223.35 12,839.153.117010 5,012,233.4713063DGB8 5,059,975.2114562 5,000,000.00 3.950MC3 11/17/2025 16,458.33 -3,524.50 12,933.833.110010 5,061,796.2091159HHU7 4,323,387.2814693 5,000,000.00 3.000MC3 07/30/2029 12,500.00 11,010.79 23,510.796.616010 4,317,698.3791159HHW3 4,810,055.6214684 5,000,000.00 3.100MC3 04/27/2026 12,916.67 8,498.63 21,415.305.417010 4,805,664.6691159HHM5 5,014,402.2014563 5,000,000.00 3.375MTN 08/15/2025 14,062.50 -1,032.42 13,030.083.162010 5,014,935.6220030NBN0 6,092,358.6414587 5,963,000.00 3.250MTN 05/20/2027 16,149.79 -3,683.68 12,466.112.490010 6,094,261.88747525AU7 5,035,617.9114566 5,000,000.00 3.750MC3 09/15/2025 15,625.00 -2,382.47 13,242.533.200010 5,036,848.85751212AC5 5,040,639.6914570 5,000,000.00 3.650MTN 03/01/2026 15,208.33 -1,984.04 13,224.293.192010 5,041,664.78375558BF9 3,763,059.3314574 3,725,000.00 3.450MTN 01/06/2027 10,709.37 -1,241.74 9,467.633.061010 3,763,700.90233851CU6 5,029,263.6914571 5,000,000.00 3.450MTN 01/06/2027 14,375.00 -954.77 13,420.233.247010 5,029,756.99233851CU6 5,156,228.6714588 5,000,000.00 3.800MTN 10/30/2026 15,833.33 -5,491.34 10,341.992.440010 5,159,065.8607330MAA5 4,980,104.8514602 5,000,000.00 2.500MTN 01/14/2025 10,416.67 2,876.40 13,293.073.248010 4,978,618.7104685A2L4 5,955,795.9214590 5,950,000.00 2.500MTN 01/14/2025 12,395.83 -837.96 11,557.872.361010 5,956,228.8704685A2L4 4,999,659.2314606 5,000,000.00 3.375MTN 10/01/2024 14,062.50 97.83 14,160.333.446010 4,999,608.68828807CS4

Maturity
Date
Current
Rate
Ending
Par Value
AverageSecurity
TypeFund
EXHIBIT 2-B.3
Book Value
Beginning
Book Value
Adjusted Interest Earnings
Accretion
Amortization/
Earnings
Adjusted Interest
June 1, 2024 - June 30, 2024
Interest Earnings
Pooled Investments Selected Funds
Annualized
YieldCUSIP Investment #
Interest
Earned
Fund: Pooled Investment - Long Term
5,000,000.0014652 5,000,000.00 4.050MC3 05/25/2025 16,875.00 0.00 16,875.004.106010 5,000,000.0022553PWD7 5,000,000.0014655 5,000,000.00 5.000MC3 05/31/2032 20,833.34 0.00 20,833.345.069010 5,000,000.0022553PXJ3 4,940,333.8414659 5,000,000.00 3.000MTN 08/07/2025 12,500.00 4,360.50 16,860.504.152010 4,938,080.9288579YAR2 4,878,663.1114660 5,000,000.00 3.500MTN 08/15/2027 14,583.34 3,197.28 17,780.624.434010 4,877,011.1830303M8G0 4,000,000.0014698 4,000,000.00 5.272MC3 08/03/2026 17,573.33 0.00 17,573.335.345010 4,000,000.00857477CD3 557,913,000.00Subtotal 557,594,661.62 2.809 1,287,135.857,676.691,279,459.16557,590,695.33 Fund: Wells Fargo MM- Regular
141,225,830.7914701 140,897,056.65RRP 597,448.96 0.00 597,448.965.147025 156,608,227.41SYS14701 140,897,056.65Subtotal 141,225,830.79 5.147 597,448.960.00597,448.96156,608,227.41 Fund: Fidelity MM - Trans
12,070,134.4314190 12,120,346.29 0.002RRP 51,943.30 0.00 51,943.305.236030 12,068,402.99SYS14190 12,120,346.29Subtotal 12,070,134.43 5.236 51,943.300.0051,943.3012,068,402.99 Fund: Fidelity MM - Regular
23,204,526.3914265 23,301,057.40 0.003RRP 99,859.67 0.00 99,859.675.236040 23,201,197.73SYS14265 23,301,057.40Subtotal 23,204,526.39 5.236 99,859.670.0099,859.6723,201,197.73 734,231,460.34Total 734,095,153.23 3.375 2,036,387.787,676.692,028,711.09749,468,523.46

Exhibit 2-C
Medium Term Notes
$103,942,516 14.88%
Federal Agency
$425,927,397 60.98%
Municipal Bonds
$4,928,350 0.71%
Bank and Money Market
Account $163,720,486

23.44%
Pooled Cash and Investments
(Market Value)
as of June 30, 2024

Exhibit 2-D
$163,720,486
$103,942,516
$425,927,397
$4,928,350
$698,518,749
$209,555,625
$698,518,749
$698,518,749

BANK ACCOUNTS

MEDIUM TERM NOTES

FEDERAL AGENCY BONDS

MUNICIPAL BONDS
City of Berkeley
Current Holdings vs. Policy Limits
as of June 30, 2024
Policy Limits
Current Holdings

Exhibit 2-E
-
100,000,000
200,000,000
300,000,000
400,000,000
500,000,000
600,000,000
700,000,000
800,000,000
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Investment Value
Pooled and Trust
Cash and Investment Portfolio Trend
as of June 30, 2024

Attachment 3
As of June 30, 2024
Pooled Cash
Investments Gain/Loss on & Investments
Pooled Cash (Book Value) Investments (Market Value)
Retiree Medical Trust Fund
Fund No.
721 BHA (55,185)$ 579,396$ 24,573$ 548,784$ 722 M1=IBEW (199,563) 92,735 (4,907) (111,735) 723 M2=Local 1 1,067,698 11,352,852 (40,096) 12,380,454 724 MUI=Z1 87,708 2,037,033 (159,168) 1,965,573 725 MUI=Z2 to Z6 98,250 2,921,745 (127,435) 2,892,560 726 M535= Local 535 855,331 10,522,474 (515,054) 10,862,751 727 M3=Local 790 303,627 6,618,771 (148,609) 6,773,789 Total Retiree Medical Trust Fund 2,157,866 34,125,007 (970,696) 35,312,176 Fire Medical Trust Fund
736 Fire Medical Trust Fund 882,290 13,239,988 (616,683) 13,505,594 Total Fire Medical Trust Fund 882,290 13,239,988 (616,683) 13,505,594 Police Medical Trust Fund
731 Police EE Retiree HLT Assistance Plan (262,806) 2,514,129 (171,167) 2,080,156 701 Safety Members Pension Fund - - - - 706 Police Medical Trust Fund (673,345) 4,585,480 (260,233) 3,651,902 Total Police Medical Trust Fund (936,151) 7,099,609 (431,400) 5,732,058 Total Trust Funds 2,104,005$ 54,464,603$ (2,018,780)$ 54,549,828$ Summary of Pooled Cash and Investments - Trust Funds
(Market Value)

Exhibit 3-A
As of June 30, 2024
CUSIP Investment # Issuer Par Value
Beginning Book
Value
Ending Book
Value Market Value Maturity Date
Moody's
Rating
Current
Rate
Annualized
Yield Interest Earned
Amortization/
Accretion
Adjusted Interest
Earnings
Federal Agency Coupon Securities
3133EFQT7 14361 Fed Farm Credit Bank 2,600,000.00 2,603,001.48 2,602,546.71 2,519,790.00 11/25/2025 AAA 2.700 2.634 17,550.00 (454.77) 17,095.23 Medium Term Notes - Callable
665859AX2 14671 Northern Trust Corp 10,000,000.00 10,014,620.76 10,014,195.05 10,500,600.00 11/02/2032 A2 6.125 6.116 153,125.00 (425.71) 152,699.29 Federal Agency Continuous Callable
3133EPMQ5 14691 Misc Federal Farm Credit Bank 4,746,000.00 4,713,067.42 4,713,961.52 4,665,792.60 06/16/2033 AAA 5.360 5.488 63,596.40 894.10 64,490.50 3133EPNL5 14692 Misc Federal Farm Credit Bank 3,796,800.00 3,771,152.46 3,771,847.30 3,723,104.11 06/23/2033 AAA 5.180 5.303 49,168.56 694.84 49,863.40 Continous Callable Bonds
797440CD4 14680 San Diego Gas & Electric 2,000,000.00 1,979,700.80 1,979,875.80 1,890,040.00 04/01/2053 A1 5.350 5.455 26,750.00 175.00 26,925.00 Municipal Bonds
786091AG3 14316 SACGEN 5,000,000.00 5,072,047.24 5,058,538.39 5,046,950.00 08/01/2025 A1 7.250 6.107 90,625.00 (13,508.85) 77,116.15 Savo Island Loan
SYS10988 10988 EMPMED 104,000.00 104,000.00 104,000.00 104,000.00 09/01/2025 N/A 8.000 7.956 2,062.78 - 2,062.78 Preferred Securities
00206R706 14591 AT&T Inc. 1,680,033.60 1,680,033.60 1,680,033.60 1,344,026.88 N/A N/A 4.596 4.709 19,725.14 - 19,725.14 00206R706 14596 AT&T Inc. 1,680,008.40 1,680,008.40 1,680,008.40 1,344,006.72 N/A N/A 4.640 4.709 19,724.85 - 19,724.85 00206R706 14597 AT&T Inc. 2,520,000.00 2,520,000.00 2,520,000.00 2,016,000.00 N/A N/A 4.643 4.709 29,587.10 - 29,587.10 Total 34,126,842.00 34,137,632.16 34,125,006.77 33,154,310.31 5.397 471,914.83$ (12,625.39)$ 459,289.44$ Total Investments (Book Value) 34,125,006.77$
Gain/Loss on Investments (970,696.46)
Total Investments (Market Value) 33,154,310.31
Temporarily Invested with Pooled Cash & Investments 2,157,866.00 Total Pooled Cash and Investments 35,312,176.31$
Adjusted Interest Earnings
Retiree Medical Trust Fund
Fund 721 - 727
Investments Interest Earnings
April 01 to June 30, 2024
April 01 to June 30, 2024
Interest Earnings

Exhibit 3-B
CUSIP Investment # Issuer Par Value
Beginning Book
Value
Ending Book
Value Market Value Maturity Date
Moody's
Rating
Current
Rate
Annualized
Yield Interest Earned
Amortization/
Accretion
Adjusted Interest
Earnings
Medium Term Notes
6174467X1 14318 Morgan Stanley DW DTC#0015 2,000,000.00 2,012,716.08 2,010,786.15 1,986,200.00 11/24/2025 BAA1 5.000 4.600 25,000.00 (1,929.93) 23,070.07 Federal Agency Coupon Securities
3133EFQT7 14362 Fed Farm Credit Bank 2,300,000.00 2,302,655.15 2,302,252.86 2,229,045.00 11/25/2025 AAA 2.700 2.634 15,525.00 (402.29) 15,122.71 Federal Agency Continuously Callable
3133EPMQ5 14691 Fire Federal Farm Credit Bank 35,500.00 35,253.66 35,260.35 34,900.05 06/16/2033 AAA 5.360 5.488 475.70 6.69 482.39 3133EPNL5 14692 Fire Federal Farm Credit Bank 28,400.00 28,208.16 28,213.35 27,848.76 06/23/2033 AAA 5.180 3.303 367.78 5.19 372.97 3130AUB78 14672 Federal Home Loan Banks 4,000,000.00 4,000,000.00 4,000,000.00 3,998,040.00 12/28/2037 AAA 6.230 6.247 62,300.00 - 62,300.00 3130AUB86 14673 Federal Home Loan Banks 2,343,500.00 2,343,500.00 2,343,500.00 2,331,290.37 12/29/2042 WR 6.540 6.558 38,316.22 - 38,316.22 Preferred Securities
00206R706 14592 AT&T Inc. 1,679,983.20 1,679,983.20 1,679,983.20 1,343,986.56 N/A N/A 4.596 4.709 19,724.54 - 19,724.54 00206R706 14594 AT&T Inc. 839,991.60 839,991.60 839,991.60 671,993.28 N/A N/A 4.640 4.709 9,862.27 - 9,862.27 Total 13,227,374.80$ 13,242,307.85$ 13,239,987.51$ 12,623,304.02$ 5.127 171,571.51$ (2,320.34)$ 169,251.17$ Total Investments (Book Value) 13,239,987.51$
Gain/Loss on Investments (616,683.49)
Total Investments (Market Value) 12,623,304.02
Temporarily Invested with Pooled Cash & Investments 882,290.00 Total Pooled Cash and Investments 13,505,594.02$
Fire Retiree Medical
Fund 736
Adjusted Interest Earnings
April 01 to June 30, 2024As of June 30, 2024
Investments Interest Earnings
Interest Earnings
April 01 to June 30, 2024

Exhibit 3-C
CUSIP Investment # Issuer Par Value
Beginning Book
Value
Ending Book
Value Market Value Maturity Date
Moody's
Rating
Current
Rate
Annualized
Yield Interest Earned
Amortization/
Accretion
Adjusted Interest
Earnings
Medium Term Notes
6174467X1 14319 Morgan Stanley DW DTC#0015 500,000.00 503,179.02 502,696.54 496,550.00 11/24/2025 BAA1 5.000 4.595 6,250.00 (482.48) 5,767.52 Federal Agency Coupon Securities
3133EFQT7 14363 Fed. Farm Credit Banks 2,300,000.00 2,302,655.15 2,302,252.86 2,229,045.00 11/25/2025 AAA 2.700 2.634 15,525.00 (402.29) 15,122.71 Federal Agency Continuously Callable
3133EPMQ5 14691 Pol Federal Farm Credit Bank 218,500.00 216,983.82 217,024.99 214,807.35 06/16/2033 AAA 5.360 5.488 2,927.90 41.17 2,969.07 3133EPNL5 14692 Pol Federal Farm Credit Bank 174,800.00 173,619.22 173,651.21 171,407.13 06/23/2033 AAA 5.180 5.303 2,263.66 31.99 2,295.65 3130AUB86 14674 Federal Home Loan Banks 2,224,000.00 2,224,000.00 2,224,000.00 2,212,412.96 12/29/2042 WR 6.540 6.558 36,362.40 - 36,362.40 Preferred Securities
00206R706 14593 AT&T Inc. 1,679,983.20 1,679,983.20 1,679,983.20 1,343,986.56 N/A N/A 4.596 4.624 19,724.54 - 19,724.54 Total 7,097,283.20$ 7,100,420.41$ 7,099,608.80$ 6,668,209.00$ 4.646 83,053.50$ (811.61)$ 82,241.89$ Total Investments (Book Value) 7,099,608.80$
Gain/Loss on Investments (431,399.80)
Total Investments (Market Value) 6,668,209.00
Temporarily Invested with Pooled Cash & Investments (936,151.00) Total Pooled Cash and Investments 5,732,058.00$
Police Retiree Medical
Fund 731 and 706
Adjusted Interest Earnings
Investments Interest Earnings
As of June 30, 2024 April 01 to June 30, 2024
Interest Earnings
April 01 to June 30, 2024

Office of the City Manager
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-7000 ● TDD: (510) 981-6903 ● Fax: (510) 981-7099 E-Mail: [email protected] Website: http://www.CityofBerkeley.info/Manager

INFORMATION CALENDAR
February 11, 2025
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Jordan Klein, Director, Planning and Development Department Subject: LPO NOD: 1310 University Avenue/#LMSA2024-0001

INTRODUCTION
The attached Landmarks Preservation Commission Notice of Decision (NOD) is presented to the Mayor and City Council pursuant to Berkeley Municipal Code/Landmarks Preservation Ordinance (BMC/LPO) Section 3.24.240.A, which requires that “a copy of the Notice of Decision shall be filed with the City Clerk and the City Clerk shall present said copy to the City Council at its next regular meeting.”

CURRENT SITUATION AND ITS EFFECTS
The Landmark Preservation Commission (LPC/Commission) has approved a Structural Alteration Permit (SAP) for the subject City Landmark property. This action is subject to a 15-day appeal period, which began on January 27, 2025.

BACKGROUND
BMC/LPO Section 3.24.300 allows City Council to review any action of the Landmarks Preservation Commission in granting or denying a Structural Alteration Permit. For Council to review the decision on its merits, Council must appeal the Notice of Decision.

To do so, a Council member must move this Information Item to Action and then move to set the matter for hearing on its own. Such action must be taken within 15 days of the mailing of the Notice of Decision, or by February 11, 2025. Such certification to Council shall stay all proceedings in the same manner as the filing of an appeal.

If the Council chooses to appeal the action of the Commission, then a public hearing will be set. The Council must then rule on the designation within 30 days of closing the hearing, otherwise the decision of the Commission is automatically deemed affirmed.

Unless the Council wishes to review the determination of the Commission and make its own decision, the attached NOD is deemed received and filed.

LPO NOD/#LMSA2024-0001, 1310 University Avenue INFORMATION CALENDAR February 11, 2025

ENVIRONMENTAL SUSTAINABILITY & CLIMATE IMPACTS
Landmark designation and discretionary alteration reviews by staff and LPC provide opportunities for the adaptive re-use and rehabilitation of historic resources within the City. The rehabilitation of these resources, rather than their removal, achieves construction and demolition waste diversion, and promotes investment in existing urban centers.

POSSIBLE FUTURE ACTION
The Council may choose to appeal the decision, in which case it would conduct a public hearing at a future date.

FISCAL IMPACTS OF POSSIBLE FUTURE ACTION
There are no known fiscal impacts associated with this action.

CONTACT PERSON
Fatema Crane, Principal Planner, Planning and Development, 510-981-7410 Attachments:
1: Notice of Decision – 1310 University Avenue/#LMSA2024-001

Attachment 1, Part 1

L A N D M A R K S

P R E S E R V A T I O N

C O M M I S S I O N
N o t i c e o f D e c i s i o n
DATE OF BOARD DECISION: December 5, 2024
DATE NOTICE MAILED: January 27, 2025
APPEAL PERIOD EXPIRATION: February 11, 2025
EFFECTIVE DATE OF PERMIT (Barring Appeal of Certification): February 12, 20251 1310 University Avenue
Structural Alteration Permit #LMSA2024-0001 for the installation of one (1) new illuminated sign on the former Santa Fe Railway Station, a designated City of Berkeley Landmark.

The Landmarks Preservation Commission of the City of Berkeley, after conducting a public hearing, APPROVED the Structural Alteration Permit request.  Property Owner: The Berkeley School
1310 University Avenue
Berkeley, CA 94702
 Project Applicant & Architect: Rose-Marie Ezra
1310 University Avenue
Berkeley, CA 94702
ZONING DISTRICT: C-U, University Commercial District
ENVIRONMENTAL REVIEW STATUS: The project is categorically exempt from further environmental review in accordance with CEQA Guidelines Section 15331 for Historical Resource Restoration/Rehabilitation.
1 Pursuant to BMC Section 1.04.070, if the close of the appeal period falls on a weekend or holiday, then the appeal period expires the following business day. Pursuant to BMC Section 3.24.190, the City Council may “certify” any decision of the LPC for review, within fifteen days from the mailing of the NOD. Such certification shall stay all proceedings in the same manner as the filing of a notice of appeal.

LANDMARKS PRESERVATION COMMISSION

NOTICE OF DECISION
LMSA2024-0001
1310 University Avenue
January 27, 2025

The application materials for this project is available online at:
https://berkeleyca.gov/construction-development/land-use-development/zoning-projects or https://permits.cityofberkeley.info/CitizenAccess/Default.aspx

FINDINGS AND CONDITIONS OF APPROVAL AND APPROVED PLANS ARE ATTACHED

TO THIS NOTICE
COMMISSION VOTE: 6-0-0-2
YES: CRANDALL, FINACOM, LEUSCHNER, MONTGOMERY, ORBUCH,

SCHWARTZ
NO: [NONE]
ABSTAIN: [NONE]
ABSENT: ENCHILL, PLESE
TO APPEAL THIS DECISION (see Section 3.24.300 of the Berkeley Municipal Code):

To appeal a decision of the Landmarks Preservation Commission to the City Council you must:

1. Submit a letter clearly and concisely setting forth the grounds for the appeal to the City Clerk, located at 2180 Milvia Street, 1st Floor, Berkeley. The City Clerk’s telephone number is (510) 981-6900.
a. Pursuant to BMC Section 3.24.300.A, an appeal may be taken to the City Council by the application of the owners of the property or their authorized agents, or by the application of at least fifty residents of the City aggrieved or affected by any determination of the commission made under the provisions of Chapter 3.24.

2. Submit the required fee (checks and money orders must be payable to ‘City of Berkeley’):
a. The basic fee for persons other than the applicant is $1,500. This fee may be reduced to $500 if the appeal is signed by persons who lease or own at least 50 percent of the parcels or dwelling units within 300 feet of the project site, or at least 25 such persons (not including dependent children), whichever is less. Signatures collected per the filing requirement in BMC Section 3.24.300.A may be counted towards qualifying for the reduced fee, so long as the signers are qualified. The individual filing the appeal must clearly denote which signatures are to be counted towards qualifying for the reduced fee.

LANDMARKS PRESERVATION COMMISSION

NOTICE OF DECISION
LMSA2024-0001
1310 University Avenue
January 27, 2025

b. The fee for appeals of affordable housing projects (defined as projects which provide 50 percent or more affordable units for households earning 80% or less of Area Median Income) is $500, which may not be reduced.
c. The fee for all appeals by Applicants is $6,000.

3. The appeal must be received prior to 5:00 p.m. on the "APPEAL PERIOD EXPIRATION" date shown above (if the close of the appeal period falls on a weekend or holiday, then the appeal period expires the following business day).

If no appeal is received, the Structural Alteration Permit will be final on the first business day following expiration of the appeal period.

NOTICE CONCERNING YOUR LEGAL RIGHTS:

If you object to this decision, the following requirements and restrictions apply:

1. If you challenge this decision in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the Landmarks Preservation Commission at, or prior to, the public hearing.

2. You must appeal to the City Council within fifteen (15) days after the Notice of Decision of the action of the Landmarks Preservation Commission is mailed. It is your obligation to notify the Land Use Planning Division in writing of your desire to receive a Notice of Decision when it is completed.

3. Pursuant to Code of Civil Procedure Section 1094.6(b) and Government Code Section 65009(c)(1), no lawsuit challenging a City Council decision, as defined by Code of Civil Procedure Section 1094.6(e), regarding a use permit, variance or other permit may be filed more than ninety (90) days after the date the decision becomes final, as defined in Code of Civil Procedure Section 1094.6(b). Any lawsuit not filed within that ninety (90) day period will be barred.

4. Pursuant to Government Code Section 66020(d)(1), notice is hereby given to the applicant that the 90-day protest period for any fees, dedications, reservations, or other exactions included in any permit approval begins upon final action by the City, and that any challenge must be filed within this 90-day period.

5. If you believe that this decision or any condition attached to it denies you any reasonable economic use of the subject property, was not sufficiently related to a legitimate public purpose, was not sufficiently proportional to any impact of the project, or for any other reason constitutes a “taking” of property for public use without just compensation under the California or United States Constitutions, your appeal of this decision must include the following information:

A. That this belief is a basis of your appeal.

B. Why you believe that the decision or condition constitutes a "taking" of property as set forth above.

LANDMARKS PRESERVATION COMMISSION

NOTICE OF DECISION
LMSA2024-0001
1310 University Avenue
January 27, 2025

C. All evidence and argument in support of your belief that the decision or condition constitutes a “taking” as set forth above.

If you do not do so, you will waive any legal right to claim that your property has been taken, both before the City Council and in court.

PUBLIC COMMENT:

Communications to Berkeley boards, commissions or committees are public record and will become part of the City’s electronic records, which are accessible through the City’s website.

Please note: e-mail addresses, names, addresses, and other contact information are not required, but if included in any communication to a City board, commission or committee, will become part of the public record. If you do not want your e-mail address or any other contact information to be made public, you may deliver communications via U.S. Postal Service or in person to the secretary of the relevant board, commission or committee. If you do not want your contact information included in the public record, please do not include that information in your communication. Please contact the secretary to the relevant board, commission or committee for further information.

FURTHER INFORMATION:

Questions about the project should be directed to the project planner, Desiree Dougherty, at (510) 981-7431 or [email protected]. All project application materials may be viewed at the Permit Service Center (Zoning counter), 1947 Center Street, 3 rd Fl., during regular business hours.

ATTACHMENTS:

1. Findings and Conditions

2. Project Plans, revised OCTOBER 1, 2024
ATTEST:

Fatema Crane, Secretary
Landmarks Preservation Commission
cc: City Clerk
Applicant: Rose-Marie Ezra
1301 University Avenue
Berkeley, CA 94702
Property Owner: The Berkeley School
1310 University Avenue

LANDMARKS PRESERVATION COMMISSION

NOTICE OF DECISION
LMSA2024-0001
1310 University Avenue
January 27, 2025

Berkeley, CA 94702

A t t a c h m e n t 1, part 2
Findings and Condition s
1947 Center Street, Berkeley, CA 94704 Tel: 510.981.7410 TDD: 510.981.7474 Fax: 510.981.7420 1310 UNIVERSITY AVENUE – SANTA FE RAILWAY STATION
Structural Alteration Permit #LMSA2024-00
01 for the installation of one (1)
new illuminated sign on the former Santa Fe Railway Station, a designated City of Berkeley Landmark.

FINDINGS REQUIRED UNDER CEQA

1. The project is categorically exempt from the provisions of the California Environmental Quality Act (CEQA, Public Resources Code §21000, et seq. and California Code of Regulations, §15000, et seq.) pursuant to Section 15331 of the CEQA Guidelines (“Historic Resource Restoration/Rehabilitation”). Furthermore, none of the exceptions in CEQA Guidelines Section 15300.2 apply, as follows: (a) the site is not located in an environmentally sensitive area, (b) there are no cumulative impacts, (c) there are no significant effects, (d) the project is not located near a scenic highway, and (e) the project site is not located on a hazardous waste site pursuant to Government Code Section 65962.5.

FINDINGS RELATED TO THE SECRETARY OF THE INTERIOR’S STANDARDS Regarding the Secretary of the Interior’s Standards (SOI) for Rehabilitation, the Landmarks Preservation Commission of the City of Berkeley makes the following findings:

1. The proposed proj
ect does not require a change of use. The property will retain the existing use as a school.

2. The project will retain the historic character of the property and will avoid removal of distinctive materials and the alteration of features that characterize the property.

3. The new signage will not resemble or replicate designs from the property’s historic period.

These new features are contemporary and will not result in a false sense of historical development.

4. The subject property does not feature c
hanges that have acquired significance in their
own right.

5. Distinctive materials, features, finishes, and construction techniques, or examples of craftsmanship that characterize this property, such as the arched arcade, proj ecting bay
at the north, central dome and finials, four corner turrets with small domes, rounded gable over baggage door on the southwest façade, exterior plaster walls, will be substantially retained and preserved with this [limited-scope] project.

1310 UNIVERSITY AVENUE Findings and Conditions

6. As conditioned herein, if deteriorated historic features will be affected by this request, then they would be repaired or replaced to match the materials, design, and finishes of the original items.

7. The applicant does not propose chemical or physical treatments. However, standard conditions of Structural Alteration Permit approval would require any chemical or physical treatments to be undertaken using the gentlest means possible.

8. The project does not have the potential to affect any archaeological resources because the applicant proposes no excavation.

9. The proposed new work is designed with complimentary, high-quality materials in simplified, contemporary style employing colors and finishes that harmonize with the historic design elements of the building. Owing to these aspects, new work will be sufficiently differentiated from the historic design.

10. If the proposed improvements were removed in the future, they would not permanently impair the integrity or essential form of the subject building.

FINDINGS REQUIRED UNDER LANDMARKS PRESERVATION ORDINANCE

1. As required by Section 3.24.260 of the Landmarks Preservation Ordinance, the Commission finds that the proposed work is appropriate for and consistent with the purposes of the Ordinance, and will preserve the characteristics and features specified in the designation for this property. Specifically:

A. The proposed project will not adversely affect the architectural design of the City Lan
dmark, the Santa Fe Railway Station. The proposed signage will be located on a free-st
anding wall that is not original to the site and not will alter any portion of the historic structure.

B. The special character of the subject property may lie in the design of th e original station building. The minor alterations proposed in this project would not adversely affect these qualities as the new signage would fit with the historic features of the façade while not creating false historicism.

1310 UNIVERSITY AVENUE Findings and Conditions

STANDARD CONDITIONS

The f ollowing conditions, as well as all other applicable provisions of the Landmarks Preservation Ordinance, apply to this Permit:

1. Conditions Shall be Printed on Plans
The conditions of this Permit shall be printed on the second sheet of each plan set submitted for a building permit pursuant to this Permit, under the title ‘Structural Alteration Permit Conditions’. Additional sheets may also be used if the second sheet is not of sufficient size to list all of the conditions. The sheet(s) containing the conditions shall be of the same size as those sheets containing the construction drawings; 8- 1/2” by 11” sheets are not acceptable.

2. Plans and Representations Become Conditions
Except as specified herein, the site plan, floor plans, building elevations and/or any additional information or representations, whether oral or written, indicating the proposed structure or manner of operation submitted with an application or during the approval process are deemed conditions of approval.

3. Subject to All Applicable Laws and Regulations
The approved use and/or construction is subject to, and shall comply with, all applicable City Ordinances and laws and regulations of other governmental agencies. Prior to construction, the applicant shall identify and secure all applicable permits from the Zoning Adjustments Board or Zoning Officer, Building and Safety Division, Public Works Department and other affected City divisions and departments.

4. Exercise and Lapse of Permits
A. A permit for the construction of a building or structure is deemed exercised when a valid City building permit, if required, is issued, and construction has lawfully commenced.

B. A permit may be declared lapsed and of no further force and effect if it is not exercised within one year of its issuance, except that permits for construction or alteration of structures or buildings may not be declared lapsed if the permittee has: (1) applied for a building permit; or, (2) made substantial good faith efforts to obtain a building permit and begin construction, even if a building permit has not been issued and/or construction has not begun.

5. Indemnification Agreement
The permittee agrees as a condition of approval of this application to indemnify, protect, defend with counsel selected by the City, and hold harmless, the City, and any agency or instrumentality thereof, and its elected and appointed officials, officers, employees and agents, from and against any and all liabilities, claims, actions, causes of action, proceedings, suits, damages, judgments, liens, levies, costs and expenses of whatever nature, including reasonable attorney’s fees and disbursements (collectively, “Claims”) arising out of or in any way relating to the approval of this application, any actions taken

1310 UNIVERSITY AVENUE Findings and Conditions

by the City related to this entitlement, or any environmental review conducted under the California Environmental Quality Act, Public Resources Code Section 210000 et seq., for this entitlement and related actions. The indemnification shall include any Claims that may be asserted by any person or entity, including the permittee, arising out of or in connection with the approval of this application, whether or not there is concurrent, passive or active negligence on the part of the City, and any agency or instrumentality thereof, and its elected and appointed officials, officers, employees and agents. The permittee’s duty to defend the City shall not apply in those instances when the permittee has asserted the Claims, although the permittee shall still have a duty to indemnify, protect and hold harmless the City. (City Attorney).

6. Halt Work/Unanticipated Discovery of Tribal Cultural Resources In the event that cultural resources of Native American origin are identified during construction, all work within 50 feet of the discovery shall be redirected. The project applicant and project construction contractor shall notify the City Planning Department within 24 hours. The City will again contact any tribes who have requested consultation under AB 52, as well as contact a qualified archaeologist, to evaluate the resources and situation and provide recommendations. If it is determined that the resource is a tribal cultural resource and thus significant under CEQA, a mitigation plan shall be prepared and implemented in accordance with State guidelines and in consultation with Native American groups. If the resource cannot be avoided, additional measures to avoid or reduce impacts to the resource and to address tribal concerns may be required.

7. Archaeological Resources
(Ongoing throughout demolition, grading, and/or construction)

Pursuant to CEQA Guidelines S ection 15064.5(f), “provisions for historical or unique archaeological resources accidentally discovered during construction” should be instituted.

Therefore:

A. In the event that any prehistoric or historic subsurface cultural resources are discovered during ground disturbing activities, all work within 50 feet of the resources shall be halted and the project applicant and/or lead agency shall consult with a qualified archaeologist, historian or paleontologist to assess the significance of the find.

B. If any find is determined to be significant, representatives of the project proponent and/or lead agency and the qualified professional would meet to determine the appropriate avoidance measures or other appropriate measure, with the ultimate determination to be made by the City of Berkeley. All significant cultural materials recovered shall be subject to scientific analysis, professional museum curation, and/or a report prepared by the qualified professional according to current professional standards.

C. In considering any suggested measure proposed by the qualified professional, the project applicant shall determine whether avoidance is necessary or feasible in light of factors such as the uniqueness of the find, project design, costs, and other considerations.

D. If avoidance is unnecessary or infeasible, other appropriate measures (e.g., data recovery) shall be instituted. Work may proceed on other parts of the project site while mitigation measures for cultural resources is carried out.

1310 UNIVERSITY AVENUE Findings and Conditions

E. If significant materials are recovered, the qualified professional shall prepare a report on the findings for submittal to the Northwest Information Center.

8. Human Remains (Ongoing throughout demolition, grading, and/or construction)

In the event that human skeletal remains are uncovered at the project site during ground- disturbing activities, all work shall immediately halt and the Alameda County Coroner shall be contacted to evaluate the remains, and following the procedures and protocols pursuant to CEQA Guidelines Section 15064.5 (e)(1) . If the County Coroner determines that the remains are Native American, the City shall contact the California Native American Heritage Commission (NAHC), pursuant to Health and Safety Code Section 7050.5(c), and all excavation and site preparation activities shall cease within a 50- foot radius of the find until appropriate arrangements are made. If the agencies determine that avoidance is not feasible, then an alternative plan shall be prepared with specific steps and timeframe required to resume construction activities. Monitoring, data recovery, determination of significance and avoidance measures (if applicable) shall be completed expeditiously.

9. Paleontological Resources (Ongoing throughout demolition, grading, and/or construction)

In the event of an unanticipated discovery of a paleontological resource during construction, excavations within 50 feet of the find shall be temporarily halted or diverted until the discovery is examined by a qualified paleontologist (per Society of Verte brate Paleontology standards [SVP 1995,1996]). The qualified paleontologist shall document the discovery as needed, evaluate the potential resource, and assess the significance of the find. The paleontologist shall notify the appropriate agencies to determine procedures that would be followed before construction is allowed to resume at the location of the find. If the City determines that avoidance is not feasible, the paleontologist shall prepare an excavation plan for mitigating the effect of the project on the qualities that make the resource important, and such plan shall be implemented. The plan shall be submitted to the City for review and approval.

ADDITIONAL CONDITIONS
The following additional conditions are attached to this Permit:

10. No changes can be m ade to these approved plans without prior approval.

11. CITY PERMITS. This Structural Alteration Permit (SAP) approval is contingent upon approval of the requisite Use Permit and Public Work Permit for the project scope.

12. PL
ANS COMPLIANCE. Cons
truction and building permit plans shall substantially
conform to the Structural Alteration Permit (SAP) project plans dated/received October 1, 2024.

13. REPAIR AND REPLACEMENT OF CHARACTER-DEFINING FEATURES.

Deteriorated historic features shall be repaired rather than replaced. Where the severity of deterioration requires replacement of a distinctive feature, the new feature shall match the old or historic feature in design, color, texture, and, where possible,

1310 UNIVERSITY AVENUE Findings and Conditions

materials. Replacement of missing features shall be substantiated by documentary and physical evidence.

14. Chemical or physical treatments, if appropriate, shall be undertaken using the gentlest means possible. Treatments that cause damage to historic materials shall not be used.

15. SIGNAGE. Prior to Landmarks plan checker sign-off of the building permit set of drawings, the applicant shall submit complete signage details, including colors, materials, letter heights not greater than 12 inches, dimensions, placement on building, and installation details. All materials will be matte unless otherwise noted. All non-temporary signage and awnings not previously approved and not listed in this application are prohibited.

16. LIGHTING. Prior to Landmarks plan checker sign-off of the building permit set of drawings, the applicant shall submit lighting details showing all existing and proposed site and building lighting. Exterior lighting, including for signage, shall be downcast and not cause glare on the public right-of-way and adjacent parcels.

17. The applicant shall be responsible for identifying and securing all applicable permits from the Building and Safety Division and all other affected City divisions/departments prior to the start of work.

18. The applicant is responsible for complying with all the above conditions. Failure to comply with any condition could result in construction work being stopped, issuance of citations, as well as further review by the Landmarks staff, which may modify or impose additional conditions, or revoke approval.

19. All building permit drawings and subsequent construction shall substantially conform to the approved plans as outlined in Condition #1. Any modifications must be reviewed by the Landmarks plan checker to determine whether the modification requires approval.

20. The applicant shall hold harmless, defend, and indemnify the City of Berkeley and its officers, agents, and employees against any and all liability, damages, claims, demands, judgments or other losses (including without limitation, attorney’s fees, expert witness and consultant fees and other litigation expenses), referendum or initiative relating to, resulting from or caused by, or alleged to have resulted from, or caused by, any action or approval associated with the project. The indemnity includes without limitation, any legal or administrative challenge, referendum or initiative filed or prosecuted to overturn, set aside, stay or otherwise rescind any or all approvals granted in connection with the Project, any environmental determination made for the project and granting any permit issued in accordance with the project. This indemnity includes, without limitation, payment of all direct and indirect costs associated with any action specified herein. Direct and indirect costs shall include, without limitation, any attorney’s fees, expert witness and consultant fees, court costs, and other litigation fees. City shall have the right to select counsel to represent the City at Applicant’s expense in the defense of any action specified in this condition of approval. City shall take reasonable steps to promptly notify the Applicant of any claim, demand, or legal actions that may create a claim for indemnification under these conditions of approval.

tinkering monkey
the berkeley school | version 2
Campus Entry Signage
address
project name
description
lessee
project value
date
building stories
tenant use
1310 University Ave, Berkeley, CA 94702
Campus Entry Signage
1x dimensional illuminated sign
The Berkeley School
$20,950
Sep 5, 2024
2 Educational Facility (E-1)
Site plan
Elevation
Sign - Specifications
Sign - Attachment style
page 2
page 3
page 4
page 5
Attachment 1, Part 3

I have verified the accuracy of all graphics shown with respect to size and content. The specifications are correct and represent our order requirement exactly. I authorize release to production according to this approved submittal.

Approved by Date
67 5 Cedar St, Berkeley, CA 94710
510.463.4705 • [email protected]
tinkering monkey
tinkering monkey
Location: 1310 University Ave
Berkeley, CA 94702
Project: Campus Entry Sign, v2
Date: Sep 5, 2024
plot plan
Entry sign to be located at main building entrance, behind driveway and facing Unviersity Ave.

The building is 2 stories tall, and the tenant is using the space as a private school. proposed sign location

I have verified the accuracy of all graphics shown with respect to size and content. The specifications are correct and represent our order requirement exactly. I authorize release to production according to this approved submittal.

Approved by Date
675 Cedar St, Berkeley, CA 94710
510.463.4705 • [email protected]
tinkering monkey
tinkering monkey
Location: 1310 University Ave
Berkeley, CA 94702
Project: Campus Entry Sign, v2
Date: Sep 5, 2024
elevation
Sign to be mounted directly on top of dividing wall at building entrance.

Weatherproof junction box, single gang with flat
co
ver to be used. Box to be mounted near one end
of the sign location on the back of the wall, 5’ below
the top edge of the wall. Tinkering Monkey to install
weatherpr
oof conduit to connect to box.
building exterior

I have verified the accuracy of all graphics shown with respect to size and content. The specifications are correct and represent our order requirement exactly. I authorize release to production according to this approved submittal.

Approved by Date
675 Cedar St, Berkeley, CA 94710
510.463.4705 • [email protected]
tinkering monkey
tinkering monkey
Location: 1310 University Ave
Berkeley, CA 94702
Project: Campus Entry Sign, v2
Date: Sep 5, 2024
sign construction Qty: 1

16.0 38.2 8.0 5.7101.1
240.4

87.1 2.0
mounting method
cut away view
hardw
are
examples
LED drivers installed
within raceway.
2-7 /8” deep fabricated alumi-
num and acrylic letters, base
mounted to electrical raceway.

Multiple holes will be
drilled into wall.

Sign will be fasteneed
using 3/8 in. x 6 in. Star
Drive Washer Head RSS
Structural Screws
Front and back
faces: Brushed metal,
horizontal grain
3/ 4” to be
translucent
white acrylic for
illumination
2” painted
PMS 302
Per LPC approval, letter height shall not exceed 12 inches

Office of the City Manager
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-7000 ● TDD: (510) 981-6903 ● Fax: (510) 981-7099 E-Mail: [email protected] Website: http://www.CityofBerkeley.info/Manager

INFORMATION CALENDAR
February 11, 2025
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Jordan Klein, Director, Planning and Development Department Subject: LPO NOD: 2500-12 San Pablo Avenue/#LMIN2024-0004

INTRODUCTION
The attached Notice of Decision (NOD) for the Landmarks Designation is presented to the Mayor and City Council pursuant to Berkeley Municipal Code/Landmarks Preservation Ordinance (BMC/LPO) Section 3.24.160, which requires that “a copy of the Notice of Decision shall be filed with the City Clerk and the City Clerk shall present said copy to the City Council at its next regular meeting.”

CURRENT SITUATION AND ITS EFFECTS
The Landmark Preservation Commission (LPO/Commission) has designated the subject property as a City Landmark.

BACKGROUND
BMC/LPO Section 3.24.190 allows the Council to review any action of the Commission in granting or denying Landmark, Structure of Merit or Historic District status. In order for Council to review the decision on its merits, Council must appeal the NOD. To do so, a Councilmember must move this Information Item to Action and then move to “certify” the decision. Such action must be taken within 15 days from the mailing of the NOD or by February 11, 2025. Such certification to Council shall stay all proceedings in the same manner as the filing of an appeal.

If the Council chooses to appeal the action of the Commission, then a public hearing will be set within 25 days pursuant to BMC/LPO Section 3.24.300. The Council must then rule on the designation within 30 days from the date that the public hearing is opened or the decision of the Commission is automatically deemed affirmed.

Unless the Council wishes to review the determination of the Commission and make its own decision, the attached NOD is deemed received and filed.

ENVIRONMENTAL SUSTAINABILITY & CLIMATE IMPACTS
Landmark designation provides opportunities for the adaptive re-use and rehabilitation of historic resources within the City. The rehabilitation of these resources, rather than

LPO NOD: 2500-12 San Pablo Avenue/#LMIN2024-0004 INFORMATION CALENDAR February 11, 2025

their removal, achieves construction and demolition waste diversion, and promotes investment in existing urban centers.

POSSIBLE FUTURE ACTION
The Council may choose to certify or appeal the decision to grant designation status, setting the matter for public hearing at a future date.

FISCAL IMPACTS OF POSSIBLE FUTURE ACTION
There are no known fiscal impacts associated with this designation action.

CONTACT PERSON
Fatema Crane, Principal Planner, Planning and Development, 510-981-7410 Attachments:
1: Notice of Decision – 2500-12 San Pablo Avenue/#LMIN2024-0004

Attachment 1, part 1

L A N D M A R K S

P R E S E R V A T I O N

C O M M I S S I O N
N o t i c e o f D e c i s i o n
DATE OF BOARD DECISION: December 5, 2024
DATE NOTICE MAILED: January 27, 2025
APPEAL PERIOD EXPIRATION: February 11, 2025
EFFECTIVE DATE OF PERMIT (Barring Appeal or Certification): February 12, 20251 2500-12 San Pablo Avenue/1094-98 Dwight Way
Union Investment Company Building No. 1
Landmark application #LMIN2024-0004 for City Landmark or Structure of Merit designation status for a commercial building constructed in 1912 (APN: 054-1780-004-02)
The Landmarks Preservation Commission of the City of Berkeley, after conducting a public hearing, APPROVED the following request:
 City Landmark designation
Application Author: Landmarks Preservation Commission
Property Owner: West Berkeley Center Partners LLC
C/o Hal Brandel
1913 Francisco Street
Berkeley, CA
ZONING DISTRICT: West Berkeley Commercial (C-W)
1 Pursuant to BMC Chapter 3.24, the City Council may “certify” any decision of the LPC for review, which has the same effect as an appeal. In most cases, the Council must certify the LPC decision during the 14-day appeal period. However, pursuant to BMC Section 1.04.070, if any portion of the appeal period falls within a Council recess, the deadline for Council certification is suspended until the first Council meeting after the recess, plus the number of days of the appeal period that occurred during the recess, minus one day. If there is no appeal or certification, the Permit becomes effective the day after the certification deadline has passed.

LANDMARKS PRESERVATION COMMISSION

NOTICE OF DECISION
#LMIN2024-0004
2500-12 San Pablo Avenue/1094-98 Dwight Way
January 27, 2025

ENVIRONMENTAL REVIEW STATUS: Categorically exempt from further environmental review pursuant to CEQA Guidelines Section 15061.(b)(3) Review for Exemptions.

The application materials for this project is available online at:
https://berkeleyca.gov/construction-development/land-use-development/zoning-projects or https://permits.cityofberkeley.info/CitizenAccess/Default.aspx

FINDINGS AND CONDITIONS OF APPROVAL AND APPLICATION MATERIALS ARE

ATTACHED TO THIS NOTICE
COMMISSION VOTE: 6-0-0-2 (Note: one vacancy)
YES: CRANDALL, FINACOM, LEUSCHNER, MONTGOMERY, ORBUCH,

SCHWARTZ
NO: NONE
ABSTAIN: NONE
ABSENT: ENCHILL, PLESE
TO APPEAL THIS DECISION (see Section 3.24.300 of the Berkeley Municipal Code):

To appeal a decision of the Landmarks Preservation Commission to the City Council you must:

1. Submit a letter clearly and concisely setting forth the grounds for the appeal to the City Clerk, located at 2180 Milvia Street, 1st Floor, Berkeley. The City Clerk’s telephone number is (510) 981-6900.
a. Pursuant to BMC Section 3.24.300.A, an appeal may be taken to the City Council by the application of the owners of the property or their authorized agents, or by the application of at least fifty residents of the City aggrieved or affected by any determination of the commission made under the provisions of Chapter 3.24.

2. Submit the required fee (checks and money orders must be payable to ‘City of Berkeley’):
a. The basic fee for persons other than the applicant is $1,500. This fee may be reduced to $500 if the appeal is signed by persons who lease or own at least 50 percent of the parcels or dwelling units within 300 feet of the project site, or at least 25 such persons (not including dependent children), whichever is less. Signatures collected per the filing requirement in BMC Section 3.24.300.A may be counted towards qualifying for the reduced fee, so long as the signers are qualified. The

LANDMARKS PRESERVATION COMMISSION

NOTICE OF DECISION
#LMIN2024-0004
2500-12 San Pablo Avenue/1094-98 Dwight Way
January 27, 2025

individual filing the appeal must clearly denote which signatures are to be counted towards qualifying for the reduced fee.
b. The fee for appeals of affordable housing projects (defined as projects which provide 50 percent or more affordable units for households earning 80% or less of Area Median Income) is $500, which may not be reduced.
c. The fee for all appeals by Applicants is $6,000.

3. The appeal must be received prior to 5:00 p.m. on the "APPEAL PERIOD EXPIRATION" date shown above (if the close of the appeal period falls on a weekend or holiday, then the appeal period expires the following business day).

If no appeal is received, the landmark permit will be final on the first business day following expiration of the appeal period.

NOTICE CONCERNING YOUR LEGAL RIGHTS:

If you object to this decision, the following requirements and restrictions apply:

1. If you challenge this decision in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the Landmarks Preservation Commission at, or prior to, the public hearing.

2. You must appeal to the City Council within fifteen (15) days after the Notice of Decision of the action of the Landmarks Preservation Commission is mailed. It is your obligation to notify the Land Use Planning Division in writing of your desire to receive a Notice of Decision when it is completed.

3. Pursuant to Code of Civil Procedure Section 1094.6(b) and Government Code Section 65009(c)(1), no lawsuit challenging a City Council decision, as defined by Code of Civil Procedure Section 1094.6(e), regarding a use permit, variance or other permit may be filed more than ninety (90) days after the date the decision becomes final, as defined in Code of Civil Procedure Section 1094.6(b). Any lawsuit not filed within that ninety (90) day period will be barred.

4. Pursuant to Government Code Section 66020(d)(1), notice is hereby given to the applicant that the 90-day protest period for any fees, dedications, reservations, or other exactions included in any permit approval begins upon final action by the City, and that any challenge must be filed within this 90-day period.

5. If you believe that this decision or any condition attached to it denies you any reasonable economic use of the subject property, was not sufficiently related to a legitimate public purpose, was not sufficiently proportional to any impact of the project, or for any other reason constitutes a “taking” of property for public use without just compensation under the California or United States Constitutions, your appeal of this decision must include the following information:

A. That this belief is a basis of your appeal.

B. Why you believe that the decision or condition constitutes a "taking" of property as set

LANDMARKS PRESERVATION COMMISSION

NOTICE OF DECISION
#LMIN2024-0004
2500-12 San Pablo Avenue/1094-98 Dwight Way
January 27, 2025

forth above.

C. All evidence and argument in support of your belief that the decision or condition constitutes a “taking” as set forth above.

If you do not do so, you will waive any legal right to claim that your property has been taken, both before the City Council and in court.

PUBLIC COMMENT:

Communications to Berkeley boards, commissions or committees are public record and will become part of the City’s electronic records, which are accessible through the City’s website.

Please note: e-mail addresses, names, addresses, and other contact information are not required, but if included in any communication to a City board, commission or committee, will become part of the public record. If you do not want your e-mail address or any other contact information to be made public, you may deliver communications via U.S. Postal Service or in person to the secretary of the relevant board, commission or committee. If you do not want your contact information included in the public record, please do not include that information in your communication. Please contact the secretary to the relevant board, commission or committee for further information.

FURTHER INFORMATION:

Questions about the project should be directed to the project planner, Fatema Crane, at (510) 981-7410 or [email protected]. All project application materials may be viewed at the Permit Service Center (Zoning counter), 1947 Center Street, 3 rd Fl., during regular business hours.

ATTACHMENTS:

1. Findings for Approval

2. Application Materials
ATTEST:

Fatema Crane, Secretary
Landmarks Preservation Commission
cc: City Clerk
Property Owner: West Berkeley Center Partners LLC
C/o Hal Brandel
1933 Francisco Street
Berkeley, CA 94709

Interested Parties: Linda Klein Cox

LANDMARKS PRESERVATION COMMISSION

NOTICE OF DECISION
#LMIN2024-0004
2500-12 San Pablo Avenue/1094-98 Dwight Way
January 27, 2025

Castle & Nicholson LLP
50 California Street, Suite 3200
San Francisco, CA 94111

A t t a c h m e n t 1 , p a r t 2
F i n di n g s f or De s i g n a ti o n
DECEMBER 5, 2024
2500-2512 San Pablo Avenue – Union Investment
Company Building No.1
Landmark application #LMIN2024-004 for the consideration of City Landmark or Structure of Merit designation status for a commercial building completed in 1912 (APN: 054-1780-004-02)

PROJECT DESCRIPTION
City Landmark designation of the property at 2500-2512 San Pablo Avenue

CEQA FINDINGS

1. The project is found to be exempt from the provisions of the California Environmental Quality Act (CEQA, Public Resources Code §21000, et seq.) pursuant to Section 15061.b.3 of the CEQA Guidelines (activities that can be seen with certainty to have no significant effect on the environment).

LANDMARK PRESERVATION ORIDNANCE FINDINGS

2. Pursuant to Berkeley Municipal Code (BMC) Section 3.24.110.A.1.(b) of the Landmarks Preservation Ordinance (LPO), the Landmarks Preservation Commission of the City of Berkeley (Commission) finds that the Union Investment Company Building No. 1 exhibits significance and meets the architectural merit criterion as an embodiment of early twentieth century commercial development and an exemplar of the Neoclassical architectural style from this period. The building retains integrity of its design, materials, workmanship, location and feeling. Its character-defining design features include: one-part commercial design, single-story massing and horizontal orientation; masonry construction and brick and stonemasonry façade materials; classical architectural design, symmetrical pattern of openings, and decorative details that feature pilasters and an entablature with a beltcourse embellished with a triglyph and dentil string, and a cornice at the wall parapet; and storefronts designed with recessed and splayed entrances, transom windows and large display windows.

3. Pursuant to BMC Section 3.24.110.A.1.(c), the
Commission finds that the subject
property also exhibits architectural merit as part of the West Berkeley neighborhood fabric that is distinctively represented in the concentration of one-part masonry commercial buildings designed in the Neoclassical style that are extant on the west side of the 2500-block of San Pablo Avenue. The subject building is contemporary with the abutting buildings to the south at 2518 and 2530 San Pablo Avenue, and these buildings feature similar architectural designs and building materials. They form a continuous street frontage of period structures that evoke a formative era of Berkeley’s historical and economic development through their physical appearance.

FINDINGS for DESIGNATION 2500-2512 San Pablo Avenue – Union Investment Building No. 1

4. Pursuant to BMC Section 3.24.110.A.2, the Commission further finds that the property exhibits significance through its direct association with the East Bay Music Run, which existed along San Pablo Avenue during the 1960s and 1970s. The corner tenant space of the Union Investment Com
pany Building saw a series of night club
proprietors, beginning with the Cabale and including the original Long Branch Saloon, which became destinations for revered rock and folk performers and their fans. By hosting venues for live entertainment in this period, the subject property played a functional role in furthering a cultural movement that flourished in clubs and bars of Berkeley and the surrounding area.

2500-2512 SAN PABLO AVENUE FINDINGS for DESIGNATION
October 7, 2024 Page 3 of 3

FEATURES TO BE PRESERVED

This designation shall apply to the subject property and the following distinguishing features of the main building shall be preserved, and missing or altered features shall be restored to the extent possible:

• Location at the southwest corner of San Pablo Avenue and Dwight Way. • One-story massing and horizontal orientation with a modified rectangular footprint. • The primary façade (east elevation) on San Pablo Avenue, and a second primary façade (north elevation) on Dwight Way, designed in a Neoclassical Revival architectural style and constructed of unpainted brick masonry. • One-part commercial building façade composition consisting of bulkheads, recessed storefronts, clerestory window course, and upper façade consisting of an elongated entablature and parapet wall, clad in unpainted brick laid out in a running bond pattern. • Thirteen storefronts bays – eight along San Pablo Avenue and five along Dwight Way.

Six of these storefronts include a canted corner storefront along the primary façade on San Pablo Avenue (2500, 2504, 2506, 2508, 2510, and 2512), and five storefront bays along the secondary primary façade on Dwight Way (1094, 1096, and 1098) along with pilasters separating each of the storefronts.
• Glazed and wood-framed front recessed entries and wood-framed, single and double- doors flanked by display windows set on knee walls and topped with fixed and hopper transom wood windows included in each of the nine storefronts. • Knee walls that are clad in tile and two that are clad in brick included in seven of the storefronts.
• A Classical Revival entablature located on the upper façade located above the transom windows along each storefront, consisting of a stone masonry beltcourse, row of dentils, frieze boards with decorative triglyph, and molded cornices. • The parapet wall above the storefronts along the north and west elevations clad in brick with decorative masonry elements.
• Rear elevation partially visible from Dwight Way along the northwest corner of the building consists of a brick wall.
• The eight storefronts that are symmetrical and retain a majority of their original materials and design shall be preserved and the canted storefront that appears to have changed in the sidelights that flank the wood and glazed single-entry door, which are currently glazed sidelights framed in aluminum frames, should be preserved and restored to the extent possible.
• All brick masonry that has been painted shall be restored and/or brought closer to its original unpainted condition.

City of Berkeley
Ordinance #44694 N.S.

LANDMARK APPLICATION
Union Investment Company Building #1
2510 San Pablo Ave (2500, 2504, 2506, 2508, 2510, 2512 San Pablo Ave & 1094, 1096 & 1098 Dwight Way) Land Use Planning
Received
November 6, 2024

City of Berkeley
Ordinance #44694 N.S.

LANDMARK APPLICATION

1. Street Address: 2510 San Pablo Ave (consisting of 2500, 2504, 2506, 2508, 2510,2512 San Pablo Ave and 1094, 1096 and 1098 Dwight Way) County: Alameda
Zip: 94702

2. Assessor’s Parcel Number: 054-1780-4-2
Block and Lot: Block 1780 and Lot 4-2,
Tract: Ranchos of Vicente and Domingo Peralta (Plot 60), Subdivisions of the Lands of T . and E. Hardwick (Bk6 pg 157)
Dimensions: Irregular-shaped lot 38.50 x 89 x 96.50 (Dwight Way) x 151.80 (San Pablo Avenue) x 135.05 x 62.80
Cross Streets: southwest corner of Dwight Way and San Pablo Avenue

3. Is the property on the State Historic Resource Inventory? Form# No. Property found to be significant through Section 106 process of the National Historic Preservation Act (NHPA) and associated Historic Resource Evaluation for the Proposed Blake Apartments Project at 2527 San Pablo Avenue by Evans & De Shazo, Inc. (EDS).

Is the property on the Berkeley Urban Conservation Survey? Form# 15763 (no information on the form)

4. Application for Landmark Includes:
a. Building: X Garden: Other Features:
b. Landscape or Open Space: NaturalDesigned Other
c. Historic Site X
d. District:
e. Other: Entire Property

5. Historic Name: Union Investment Company Building No. 1 Commonly Known Name: Cafe Trieste Building (previously long-standing tenant)

6. Date Of Construction:
a. Factual: 1912 b. Approximate:

Source; HRE citation is 1907. Building permit citation 1911

7. Architect: Unknown

8. Builder: Unknown

9. Style: Commercial storefront building with elements of Classical Revival architectural design.

10. Original Owners : First Owner: Union Investment Company (per 1911 Building Permit) followed by Davidson, J.H. and Davidson B in the 1930’s per building permits Original Use: Various Commercial T enants

11. Present Owners: Harold Brandel and Phillip D Wood Residents & Owners of 2510 San Pablo Ave, Berkeley, CA 94702

12. Present Use: Commercial - various
Ɣ 1094 Dwight Way - Anchalee Thai Cuisine
Ɣ 2500 San Pablo Ave - Caffe Chiave - Cafe
Ɣ 2504 - Good Vibrations - Adult T oys Store, Health and Wellness Ɣ 2506 Lhasa Karnak - Herb Company
Ɣ 2508 Page Street Cowork Space for Writers (aka Litcamp) Ɣ 2510-12 Vacant – most recently Longbranch Saloon
Current Zoning:C-W, West Berkeley Commercial
Adjacent Property Zoning: C-W, West Berkeley Commercial

13. Present Condition of Property
Exterior: Excellent Good Fair Poor
Interior: Excellent Good Fair Poor (Various depending on tenant) Grounds: Excellent Good Fair Poor (N/A)
Has the property’s exterior been altered? Not significantly. There are some additions to the rear of the property

14. Description: Union Investment Company Building #1 (2500-2512 San Pablo Avenue and 1094, 1096 and 1098 Dwight Way) is located on the west side of San Pablo Avenue at Dwight Way and is, “an excellent example of Storefront Commercial Architecture and Classical Revival architectural style during Berkeley’s commercial development in the early decades of the 20th century. The extant building was constructed in 1907 (11) and retains many of its character-defining features, including: A formal symmetrical storefront, glazed and wood-framed front recessed entries, wood-framed single and double-doors flanked by display windows set on knee walls and topped with fixed and hopper transom wood windows. Character definition elements of Classical Revival design includes the brick masonry, which is laid out in a running

bond pattern, a stone masonry beltcourse, a dentil, frieze boards with decorative triglyph, molded cornices, and pilasters, horizontal massing; symmetrical façade; classical architectural forms and arrangements.” (from page 5 of 7 2510 San Pablo Avenue HRE) An assessment of integrity found that the 1907 storefront commercial building retains all seven aspects of integrity, which is detailed within the associated Historic Resource Evaluation “HRE” report. 1 (page 6 of 7) “The building is in fair condition and retains integrity of design, materials and workmanship.” All the storefronts are present, with most occupied and some more recently closed. These include Caffe Chiave (formerly Cafe Trieste) since 2004, Good Vibrations, an adult toy and wellness store, since 2014 Lhasa Karnak, a Berkeley based Herb Company that originally opened on Earth Day 1970 and has been in several Berkeley locations since, The non-profit Page Street Cowork Space for Writers (aka Litcamp) and the recently closed Longbranch Saloon Restaurant, named after the historic Berkeley music club of the same name which was located in the same building at 2500 and 2504 San Pablo Ave from 1971-1976.
1 1 Stacey De Shazo, Historic Resource Evaluation for the Proposed Blake Apartments Project at 2527 San Pablo Avenue, Berkeley, Alameda County, California, Evans & De Shazo, Inc., 2021.

Photo showing the series of storefronts along the east elevation facing north Photo showing the series of storefronts along the north elevation facing south East elevation (primary facade) of the 1907 storefront commercial building, facing northwest.

Entryway at corner of San Pablo and Dwight Way

1.Tile entryway detail 2510 SPA 2.View looking North along SPA 3. Brick masonry detail SPA Corner of Dwight and San Pablo Ave San Pablo Ave frontage looking South

2506 San Pablo Ave 2504 San Pablo Ave
This Sanborn maps provides more history of the building and its block.

1931 aerial photograph showing 1907 building. Current lot in red outline (U.C. Santa Barbara).

Contemporary View - August 2024, credit: Charles Enchill

Rear of 2500 San Pablo Ave looking south from Dwight Way. Credit: Susan Orbuch August 2024 The earliest building permit is dated on October 25, 1912. The Owner was the Union Investment Company of 1132 Valencia Street, San Francisco, which according to subsequent

building permit applications for the building, relocated its offices five blocks to the north at 2016 San Pablo Avenue by March, 1915.

Building Permit Application for the Union Investment Company Bldg #1, BAHA

Subsequent Building Permit Application for Corner of San Pablo Ave and Dwight Way issued to Union Investment Company- BAHA

Another Building Permit issued to Union Investment Company on March 19, 1915 - BAHA (Note that this permit references the earlier application number 4325 shown above)

Another early building permit (June 20 191[*]) issued to Union Investment Co, listing the owner’s address as 2516 San Pablo Ave. *Exact year illegible, but issued between 1910-1919 - BAHA

Sanborn Maps provide more history of the building and its block. 1911 Sanborn Map for 2500 block San Pablo Ave
1950 Sanborn Fire Insurance Map 2500 Block of San Pablo Avenue and Dwight Way

Photographs of the San Pablo Area over time are provided below for context.

Features to be Preserved
The significant features to be preserved are the following, as described below:

1. The primary façade (east elevation) on San Pablo Avenue, and a secondary primary façade (north elevation) on Dwight Way constructed of brick masonry laid out in a running bond pattern.

2. Nine storefronts, six of which, include a canted corner storefront along the primary façade on San Pablo Avenue (2500, 2504, 2506, 2508, 2510, and 2512), and three storefronts along the secondary primary façade on Dwight Way (1094, 1096, and 1098) along with pilasters separating each of the storefronts.

3. Glazed and wood-framed front recessed entries and wood-framed, single and double-doors flanked by display windows set on knee walls and topped with fixed and hopper transom wood windows included in each of the nine storefronts.

4. Knee walls that are clad in tile and two that are clad in brick included in seven of the storefronts.

5. A stone masonry beltcourse, dentil, frieze boards with decorative triglyph, and molded cornices located above the transom windows along each storefront.

6. The parapet wall above the storefronts along the north and west elevations clad in brick with decorative masonry elements.

7. The eight storefronts that are symmetrical and retain a majority of their original materials and design shall be preserved and the canted storefront that appears to have changed in the sidelights that flank the wood and glazed single-entry door, which are currently glazed sidelights framed in aluminum frames should be preserved and restored to the extent possible.

8. Rear elevation partially visible from Dwight Way along the northwest corner of the building consists of a brick wall.

15. History
(compiled by Fran Cappellettii, BAHA)
The Ohlone Period
Before the arrival of Europeans, the Huichin people, part of the greater Ohlone or Costanoan group, lived in an area from San Francisco Bay to Monterey. Historical evidence of their presence remains in shellmounds along the Bay and indentations in many of the rock outcroppings in the Berkeley Hills, including Northbrae’s Mortar Rock Park. The Spanish referred to them as Costanoan or ‘Indians of the coast’ and they were later termed Ohlone, the name accepted by most today. Made up of distinct groups, they had similar languages and cultures. Present for thousands of years into present day Berkeley, the City and Landmarks Preservation Commission formally recognizes and honors their past, present and future presence, with a land acknowledgement statement, noting that Berkeley was

built on the territory of xu þyun (Huchiun (Hooch-yoon)), the ancestral and unceded land of the Chochenyo (Cho-chen-yo)-speaking Ohlone (Oh-low-nee) people, the ancestors and descendants of the sovereign Verona Band of Alameda County. This land was and continues to be of great importance to all of the Ohlone Tribes and descendants of the Verona Band. As we begin our meeting tonight, we acknowledge and honor the original inhabitants of Berkeley, the documented 5,000-year history of a vibrant community at the West Berkeley Shellmound, and the Ohlone people who continue to reside in the East Bay.

We recognize that Berkeley’s residents have and continue to benefit from the use and occupation of this unceded stolen land since the City of Berkeley’s incorporation in 1878.

As stewards of the laws regulating the City of Berkeley, it is not only vital that we recognize the history of this land, but also recognize that the Ohlone people are present members of Berkeley and other East Bay communities today. The City of Berkeley will continue to build relationships with the Lisjan Tribe and to create meaningful actions that uphold the intention of this land acknowledgement.

But long before such acknowledgements, European arrival brought disease and displacement, with much of the local population pulled into area Missions by the early 1800s.

Rancho San Antonio
According to M.W. Wood’s History of Alameda County, California, the Rancho San Antonio, a nearly 45-thousand-acre Spanish land grant, was made to Luis María Peralta by Spanish governor Pablo Vicente de Sol on August 16, 1820. Peralta had served forty years in the Spanish military. The grant included present-day Albany, Berkeley, Oakland, and northern San Leandro. In 1842, he divided the land among his four sons. One of them, Domingo, would receive all of what is present-day Albany and Berkeley and a small portion of northern Oakland.

He built an adobe house in 1841 at the present-day site of 1304 Albina and it is a California point of historic interest.

According to the Peralta Family History at http://www.peraltahacienda.org, annexation of California by the United States in 1848 and the Gold Rush of 1849 brought significant change.

While the Peraltas and their fellow Californios were promised recognition and protection of their property rights, squatters on the land and theft of cattle became a problem as new settlers arrived from around the world. A further burden came with the 1851 U.S. Federal Land, which required the Californios to prove their land titles in court, requiring much time and expense.

In 1852-1853, Domingo started selling parcels of his land, mostly to pay off debts. The parcels were defined on a map surveyed by Julius Kellersberger, hired to survey the northern part of Rancho San Antonio. Surveyed in 1853, the map covers Albany, Berkeley, Emeryville, and part of Oakland. The site of the building is near the Southwest corner of Plot Number 60 of the Vicente and Domingo Peralta Ranchos.

Map of the Ranchos of Vincente & Domingo Peralta. Containing 16970.68 Acres. Surveyed by Julius Kellersberger, 1853. Courtesy of Barry Lawrence Ruderman Antique Maps, Inc. http://www.raremaps.com
Ocean View
In 1874, much of the developed area was part of the Berkeley Land and T own Improvement Association. This was organized by neighborhood leaders to facilitate the further development of Ocean View, with wharf and ferry services and industrial growth. This development, along with the University, led to new factories and a ten-fold increase in population. 2 T o the south of
the Berkeley LTI Association was the site of the buildings at San Pablo Avenue and Dwight Way. 2 For a comprehensive history of Ocean View, see Victorian Berkeley: The Community of Ocean View, Karen Jorgensen-Esmaili and The Berkeley Historical Society, 1981.

Map of Berkeley, Showing the Property of the Berkeley LTI Association, 1874.

With the joining of the two distinct communities as Berkeley in 1878, further growth followed, but the differences remained, and today’s common label of West Berkeley was already established.

San Pablo Avenue and Dwight Way
As shown in the following 1878 map, the original claimant for the 107.63 acre plot 60, was Jean Noel. This plot included the area along Dwight Way (north and south sides) from San Francisco Bay to San Pablo Avenue.

Map Number One, Thompson & West, 1878.

By the 1870s, the Union Investment site was in a portion of lot 60, immediately north of the Hardwick Tract, both in Block 141.

By the 1890s, the name of Clute appears in maps of the area along Dwight Way, from San Pablo Avenue to San Francisco Bay.

Map of Oakland and vicinity, Showing Real Estate & Electric Railways, Dingee, William J., 1891.

Berkeley, California 1911, an absolutely accurate map of Berkeley, Mason-McDuffie Co., 1911.

USGS Topographic Map, 1915
City of Berkeley, California 1923, Berkeley Chamber of Commerce, Berkeley Realty Board.

Property T ax Assessments
BAHA has property tax listings for the early years of the 20 th century, showing a Clute owning the subject site between 1900 and 1913 .
1911 Sanborn maps show little development in Plot 60.

By 1929, Sanborn maps show much more development in the blocks.

The Block Book for the area, circa 1905 to 1920 shows Union Investment with ownership for this portion of Plot 60. Note the City of Berkeley Landmark Kawneer Manufacturing Company on 8 th Street at Dwight Way and the future site of Cutter Laboratories, which later became Bayer and Miles Laboratories. (see image next page)

Starting with 2500 San Pablo in 1912 and ending in 1926, permits For Union Investment Company, signed by Alva Clute, President, many commercial and residential structures were built in the area and remain in place in 1924.

Alva B. Clute:

Berkeley Landowner, Investor and …
Street Cleaner
Alva Clute resided at 2516 San Pablo Avenue for several years. He was part of the original set of Directors for the Union Investment Company, active in San Francisco and Berkeley, including the 2500 block of San Pablo Avenue.

The San Francisco Examiner, Sep 26, 1896: 16.

Articles of incorporation of the Union Investment Company have been filed by Alva B. Clute, G.A. Coursen and C.S. Harney of San Francisco, William E. Davidson of Oakland and D.H.

Whittemore of San Rafael, who have been elected to serve as Directors for the first year. The capital stock is placed at $200,000, and of that amount $500 has been subscribed by the incorporators.

The San Francisco Examiner, July 17, 1905: 4.

Oakland Tribune, 7 July 1917

San Francisco Chronicle, May 5, 1928, page 4
CLUTE – In Oakland, May 2, 1928. Alva B. Clute, beloved husband of Gertrude Clute, a native of California, aged 64 years. A member of Crockett Lodge No. 139, F . & A.M.; Golden Gate Commandery No. 16, K.T ., and Islam T emple, Mystic Shrine.

Friends are invited to attend the funeral services Saturday, May 5, 1928, at 1:30 o’clock p.m., at Masonic Cemetery Sacramento, California. Mr. Clute will be at Truman’s Residence Chapel, T elegraph ave. and 30
th st., Oakland, until 8:30 a.m. Saturday.

San Francisco Chronicle, May 13, 1928, page 58
Alva Baker Clute Last Rites Held
Masonic funeral services for Alva Baker Clute, for many years following the fire of 1906, prominent in San Francisco building and construction circles, were held in Sacramento May 5.

He is survived by his widow. His father, Frank W. Clute, was an early California pioneer, crossing the plains in a covered wagon in 1849. He was a member of the Knights T emplar and Islam Shrine T emple.

Sources
Ɣ Sanborn Maps, 1929 and 1950
Ɣ Key System Transit Lines (Calif.), Clyde H. Sunderland Ɣ M.W. Wood, History of Alameda County, California, Pacific Press, Oakland CA, 1883.

Ɣ Peralta Family History at http://www.peraltahacienda.org/.

Ɣ Map of the Ranchos of Vincente & Domingo Peralta. Containing 16970.68 Acres. Surveyed by Julius Kellersberger, 1853. Courtesy of Barry Lawrence Ruderman Antique Maps, Inc. http://www.raremaps.com
Ɣ Map of Berkeley, Showing the Property of the Berkeley LTI Association, 1874.

Ɣ Victorian Berkeley: The Community of Ocean View, Karen Jorgensen-Esmaili and The Berkeley Historical Society, 1981.

Ɣ Map of Oakland and vicinity, Showing Real Estate & Electric Railways, Dingee, William J., 1891.

Ɣ Berkeley, California 1911, an absolutely accurate map of Berkeley, Mason-McDuffie Co., 1911. University of California, Berkeley, Digital Collections, Earth Sciences and Map Library.

Ɣ USGS Topographic Map, 1915.

Ɣ City of Berkeley, California 1923, Berkeley Chamber of Commerce, Berkeley Realty Board. University of California, Berkeley, Digital Collections, Earth Sciences and Map Library.

Some Longtime and Significant Tenants:

Earliest Occupants/Usage:

The first known occupants of the two fronts at 2510 – 2512 San Pablo Avenue was the “Swedish Bakery” that occupied these two storefronts from ca. 1922 to 1963 (Figure 23 and Figure 24). It was owned and operated by Jonas L Norlund and Gus Rydstrom ca. 1922-1963, under the business name of “Norlund & Rydstrom.” The 1923 U.S. City Directory for Berkeley notes that Jonas and Gus both worked at the bakery during this time. Gus and Jonas were both born in Sweden. Jonas lived with his wife Anna at 2007 Dwight Way. It is unknown where Gus lived. The Norlund family continued to own and operate the bakery with Gus Rydstrom until 1963.

Significant History of Music Clubs at 2504 (and extending to 2500) San Pablo Ave The Building has a long history of hosting music clubs including the San Pablo Ave Folk and Rock Music Clubs - Cabale, Cabale Creamery, Good Buddy, Caverns West, Questing Beast, Tito's, Babylon, and Long Branch Saloon.

Source: Questing Beast Research by Ross Hannan and Corry Arnold:
http://www.chickenonaunicycle.com/Questing%20Beast%20History.htm The music history of 2504 San Pablo Avenue is meticulously researched and documented in a series of blogposts on Rock Archaeology 101 - Photos and Artifacts from Mostly Forgotten Bay Area Rock Venues of the 1960’s and Early 70s - see
http://rockarchaeology101.blogspot.com/2021/03/2504-san-pablo-avenue-berkeley-ca-long.html , http://rockarchaeology101.blogspot.com/,
https://rockarchaeology101.blogspot.com/2024/07/2504-san-pablo-avenue-berkeley-ca-long.ht mlhttp://berkeleyfolk.blogspot.com/2009/08/cabale-creamery-2504-san-pablo-avenue.html https://berkeleyfolk.blogspot.com/2012/11/babylon-2504-san-pablo-avenue-berkeley.html and http://www.chickenonaunicycle.com/Questing%20Beast%20History.htm

The below history and imagery is all excerpted from Rockarcheology blogs:

Back during World War 2, with the Oakland and RIchmond shipyards full of workers on three shifts, San Pablo Avenue had been called “Music Row.”. There had been nightclubs and saloons all along the East Bay, as tired workers with their pockets full relaxed with some live music. Many musicians had relocated from the South or Soutwet to the West Coast, since that was where all the work was. Many other musicians had migrated for factory work, only to find playing music more lucrative (and probably more fun). Even into the 1970’s, there wer still several nightclubs along the San Pablo Avenue corridor, a final hint of the booming war years. 2504 San Pablo Avenue itself was a seminal address in Berkeley ‘60’s music history. It is a fact of zoning that use permits tend to persist, so a venue with a license to allow music will generally continue to offer music. It is far easier for a new proprietor to lease a building with an existing permit than lobby for a niew one, so clubs often change names, owners and musical styles, but not addresses. In the early 1960’s, 2504 San Pablo had been the site of The Cable, later The Cable Creamery, an essential stop on the early 60s folk circuit. In 1965, it briefly become The Good Buddy and then Caverns West, and in November of that year it became the pre-psychedelic Question Beast. It was at the Questing Beast where local folksingers Joe McDonald and Barry Melton got some friends and “plugged in” to become Country Joe and The Fish.”
The Questing Beast had closed in May 1966 and 2504 became Tito’s, which featured live music but was mostly a dance club. In late 1969, the club was re-named Babylon, and featured local bands playing original music. In 1971, a new owner Malcolm Williams doubled the capacity of the room from about 175 to 350 and renamed the club The Long Branch Saloon. The Long Branch featured original music, too, but it paid a little better with a correspondingly higher quality of performers
Cabale (Creamery) January 1963-April 1965
The Cabale, at 2504 San Pablo Avenue (at Dwight), was a folk club founded in late 1962 by Rolf Cahn and Debbie Green (two Cambridge, MA folkies), along with Howard Ziehm and Red Dog alum Chandler A. Laughlin III (later known as Travus T . Hipp). Cahn, a Jewish refugee from Nazi Germany, had served in the US Army during the war and also played and taught classical, flamenco, and folk guitar. Cahn had also founded the Blind Lemon in 1958 (at 2362 San Pablo) , the first Berkeley coffee house to feature folk music.

Sandy Rothman, a Berkeley bluegrass musician from way back, recalled Berkeley's Cabale (in a reflection no longer accessible on the internet)
It was on San Pablo Avenue, a main north-south thoroughfare parallel to Telegraph on the opposite (west) side of town, at the southwest corner of Dwight Way and San Pablo. I don't recall how "Creamery" got attached to it -- maybe from the steamed milk that was in the cappuccinos and lattes? The name "Cabale" was taken from "Cabala," a medieval system of Jewish mysticism. (Other dictionary definitions are: "a traditional, esoteric, occult, or secret matter" and "an

esoteric doctrine or mysterious art." Do any of those terms resonate with bluegrass, nearly a cult in itself?! Hahaha.)”
A calendar for Berkeley's Cabale, for December, 1963.

According to Rockarceology101, Jerry Garcia made many pilgrimages from his home in Palo Alto to The Cabale in Berkeley to see folk musicians just as the Kweskin Band, and the Kentucky Colonels, both thought to be inspirations for the Grateful Dead.

The Questing Beast November 19, 1965-May 9, 1966
In addition to getting their start at the Questing Beast, Country Joe and The Fish were the very last musical performances on May 6 and 7th, 1966.

A calendar for the Questing Beast in May, 1966. In fact, most of these gigs were never played, since the City of Berkeley pulled the club's cabaret license. The final musical performers were Country Joe and The Fish on May 7, 1966 Source: Rockarcheology101.blocspot.cog
Tito's 1967-June 1969

Somewhere around early 1967, 2504 San Pablo Avenue re-opened as a place called Tito's. It sold beer and pizza, and it had music for dancing on weekends. Tito's didn't buy ads, nor list their bands in the local papers, so it seems to have just had bands playing dance music. Still, once in a while, a local band would print up their own flyer, so we have some traces of the club's existence (The Drongos, below, were a local Berkeley band).

Babylon July 1969-April 1971
In the Summer of 1969, Tito's became Babylon. Babylon featured original electric rock bands. A colleague looked into the bookings from July 1969 through November 1970, and they were all local Berkeley bands . The only name that stands out today is Purple Earthquake, a band of former Berkeley High students who would evolve into the band Earth Quake. Earth Quake released several albums in the 1970s, and they would also rule the Long Branch for five years.

By the Spring of 1971, the Babylon was owned by one Malcolm Williams. I don't know how long Williams had run or owned Babylon, but he decided to expand the club and rename it.

The Long Branch May 28, 1971-November 1976

A May 23, 1971 article in the San Francisco Chronicle about Bay Area rock nightclubs had an interview with Malcolm Williams. Williams had hired some of the staff from the old Avalon Ballroom, and he was planning to upgrade Babylon by doubling its capacity, from about 175 to around 350. A bigger club meant better acts, not just local bands who probably lived nearby.

Certainly, the Bay Area did not want for good local bands, but they were all trying to make a living.

Bands would build a following at the Long Branch, and the bands that headlined weekends at the Branch would play weeknights at the Keystone Berkeley, with a built-in audience. Although

it's hard to be sure, I think the Long Branch crowd lived relatively near the club, and was in the just-over-21 bracket. The Long Branch was definitely a hard-rocking club, with loud bands and patrons who liked to dance, with less of the University overlay that was included in the Keystone Berkeley audience. The Keystone was right near campus, so its audience was broader but to some extent more snobby. The Long Branch was in West Berkeley, and less pretentious.

Some more well-known acts that performed at Long Branch include Elvin BIshop Group, New Riders of the Purple Sage (Jerry Garcia’s vehicle for letting him play pedal steel guitar in a live band), T ower of Power, Commander Cody and His Lost Planet Airmen, and Eddie Money and the Rockets, and The Tubes.

The Long Branch lasted a little over five years and closed around November 1976. For many years, 2504 San Pablo Avenue was a store called Good Vibrations. It wasn't a music store, but it was scandalous enough to live up to the Cabale history (don't google it at work). Eventually, as Berkeley got more and more wealthy, gentrification finally got all the way down to Dwight Way and San Pablo Avenue. The building was completely remodeled, and re-opened as a restaurant. The new address is 2512 San Pablo Avenue, but it's the same location. The first restaurant I am aware of was called Sea Salt, which opened about 2009 or so. Sea Salt closed, though, and a new restaurant opened on November 11, 2014.

The Long Branch Saloon, at 2512 San Pablo Avenue, Berkeley, ca. 2019
The name of the new restaurant? The Long Branch Saloon . It says "Upscale comfort food is served in a stylish setting with open rafters & butcher-block tables." Given the turnover in Berkeley's population, it's likely that the locals think the Long Branch is just a reference to Dodge City--which it is--and don't see the nod to a hard-rockin' past.

16. Significance:

From Chapter 3.24 of the Landmarks Preservation Ordinance:

3.24.110 A. Landmarks and historic districts. General criteria which the commission shall use when considering structures, sites and areas for landmark or historic district designation are:

1. Architectural merit:
b. Properties that are prototypes of or outstanding examples of periods, styles, architectural movements or construction, or examples of the more notable works of the best surviving work in a region of an architect, designer or master builder; or
c. Architectural examples worth preserving for the exceptional values they add as part of the neighborhood fabric.

2. Cultural value: Structures, sites and areas associated with the movement or evolution of religious, cultural, governmental, social and economic developments of the City;

3. Educational value: Structures worth preserving for their usefulness as an educational force;

4. Historic value: Preservation and enhancement of structures, sites and areas that embody and express the history of Berkeley/Alameda County/California/United States.

5. Any property which is listed on the National Register described in Section 470A of Title 16 of the United States Code.

Under both 3.24.110 A.1.b., and 3.24.110 A.1.c., the Union Investment Building #1 qualifies as “an excellent example of Storefront Commercial Architecture and Classical Revival architectural style during Berkeley’s commercial development in the early decades of the 20th century. The extant building was constructed in 1907 (11) and retains many of its character-defining features, including: A formal symmetrical storefront, glazed and wood-framed front recessed entries, wood-framed single and double-doors flanked by display windows set on knee walls and topped with fixed and hopper transom wood windows. Character definition elements of Classical Revival design includes the brick masonry, which is laid out in a running bond pattern, a stone masonry beltcourse, a dentil, frieze boards with decorative triglyph, molded cornices, and pilasters, horizontal massing; symmetrical façade; classical architectural forms and arrangements.” (from page 5 of 7 2510 San Pablo Avenue HRE) An assessment of integrity found that the 1907 storefront commercial building retains all seven aspects of integrity, which is detailed within the associated Historic Resource Evaluation report. 1 Stacey De Shazo, Historic Resource Evaluation for the Proposed Blake Apartments Project at 2527 San Pablo Avenue,
Berkeley, Alameda County, California, Evans & De Shazo, Inc., 2021.

The Union Investment Building #1 exhibits several classical elements found in other Berkeley business districts and is one of a few intact examples left on an ever-changing San Pablo Avenue. In addition to this application, the Historical Resources Inventory Form (DPR Form DPR Form 523A (9/2013) prepared by Stacey De Shazo as part of the Historic Resource Evaluation for the Proposed Blake Apartments Project at 2527 San Pablo Avenue,

Berkeley, Alameda County, California, Evans & De Shazo, Inc., 202, indicates that the storefront commercial building appears eligible for individual listing on the NRHP under Criterion C.(Construction/Architecture): That embody the distinctive characteristics of a type, period, or method of construction, or that represent the work of a master, or that possess high artistic values, or that represent a significant and distinguishable entity whose components may lack individual distinction.

While the HRE author determined no other significance for the building, we also find the following:

Under 3.24.110 A.2, the Union Investment Company Building #1 also qualifies for its cultural value and under 3.24.110 A.4 for its historic value by extending and maintaining San Pablo Avenue’s World War 2 roots as “Music Row”, when it was home to nightclubs and saloons hosting Oakland and Richmond Shipyard workers into the 60’s and 70’s Culturally and historically, 2504 San Pablo Ave was a seminal address in Berkeley ‘60’s music history serving as the site of The Cabale and later The Cabale Creamery, which was an essential stop on the early 60s folk circuit. It continued as a music hotspot for folk, bluegrass, pre-psychedelic and rock music during the sixties and seventies in numerous incarnations including The Good Buddy, Caverns West, and The Questing Beast before becoming Tito’s and finally the Long Branch Saloon.

While the building has seen updates over time, the overall appearance has changed little and it continues to serve as home to current “counterculture” tenants such as Good Vibrations, providing valuable service to residents of Berkeley and the East Bay.

Period of Significance: 1911 – Present, location of several significant tenants in succession.

Historic Value:

National State County City Neighborhood
Architectural Value:

National State County City Neighborhood

17. Is the property endangered? Yes, it is up for sale and the San Pablo corridor is experiencing rapid demolition of existing buildings and development of new multi-story mixed use development.

18. Photographs:

Date Photographer Repository

1993 Evans & De Shazo Inc. HRE_DPR Form San Pablo
2510
2024 Charles Enchill Personal Collection
2024 unknown Loopnet.com
2024 Susan Orbuch Personal Collection
1910 Unknown UC Berkeley Bancroft
Library
1925 Unknown Berkeley Public Library
1970s Unknown Rockarcheology website
2019 Unkonwn Rockarcheology website

19. Bibliography:

Ɣ Building Permit files, Berkeley Architectural Heritage Association (BAHA).

Ɣ Sanborn Maps, 1911, 1929 and 1950
Ɣ 2021-03-04_HRE_DPR Forms_San Pablo 2510.pdf
Ɣ Historic Resource Evaluation for the Proposed Blake Apartments Project at 2527 San Pablo Avenue, Berkeley, Alameda County, California Prepared for Jonathan Astmann, Senior Project Manager Satellite Affordable Housing Associates. Prepared By: Stacey De Shazo, M.A.

Principal Architectural Historian [email protected] Evans & De Shazo Archaelogy & Historic Preservation, January 28, 2021
Ɣ 1931 aerial photograph courtesy of U.C. Santa Barbara (fig 22) Ɣ Portion of the 1911 Sanborn Fire Insurance Map (updated in 1950) showing the 1910 building (EDS-09) (figure 25 HRE for Proposed Blake Apartments cited above) Ɣ Circa 1910 Photo of San Pablo Avenue (UC Berkeley, Bancroft Library) (figure 8 HRE for Proposed Blake Apartments cited above)
Ɣ 1925 photograph of the Key System and Berkeley sign at San Pablo Avenue and University Avenue (Berkeley Public Library) (sourced from HRE for Proposed Blake Apartments cited above)
Ɣ Map of the Ranchos of Vincente & Domingo Peralta. Containing 16970.68 Acres. Surveyed by Julius Kellersberger, 1853. Courtesy of Barry Lawrence
Ɣ Ruderman Antique Maps, Inc. http://www.raremaps.com
Ɣ Map of Oakland and vicinity, Showing Real Estate & Electric Railways, Dingee, William J., 1891.

Ɣ 1923 Swedish Bakery Advertisement in the “V estkusten” – California Digital Newspaper Collection
Ɣ 1953 Swedish Bakery Advertisement (California Digital Newspaper Collection) Ɣ 2504 San Pablo Avenue through the years flow chart – Questing Beast Research by Ross Hannan and Corry Arnold:
http://www.chickenonaunicycle.com/Questing%20Beast%20History.htm Ɣ Cabale Show Calendar December, 1963 – courtesy of Rockareology 101 http://rockarchaeology101.blogspot.com/2021/03/2504-san-pablo-avenue-berkeley-ca-lo ng.html

Ɣ Questing Beast Calendar May 1966
http://rockarchaeology101.blogspot.com/2021/03/2504-san-pablo-avenue-berkeley-ca-lo ng.html
Ɣ Drongos show flyer approx. 1967,
http://rockarchaeology101.blogspot.com/2021/03/2504-san-pablo-avenue-berkeley-ca-lo ng.html.

Ɣ Flyer from Babylon from March 13, 1970
http://rockarchaeology101.blogspot.com/2021/03/2504-san-pablo-avenue-berkeley-ca-lo ng.html
Ɣ October 1, 1971 Berkeley Barb promotes the New Riders of the ole’ Purple Sage and High Country at Long Branch Saloon (2500 [sic] San Pablo) $2.00 http://rockarchaeology101.blogspot.com/2021/03/2504-san-pablo-avenue-berkeley-ca-lo ng.html
Ɣ 2504 San Pablo Avenue, Berkeley, CA: The Long Branch Saloon 1971 Performance List (and Building History – Long Branch I) – March 11, 2021.
http://rockarchaeology101.blogspot.com/2021/03/2504-san-pablo-avenue-berkeley-ca-lo ng.html
Ɣ 2504 San Pablo Avenue, Berkeley CA: The Long Branch Saloon Saloon Performance History (Long Branch II) , Friday August 11, 2023
https://rockarchaeology101.blogspot.com/2023/08/2504-san-pablo-avenue-berkeley-ca-long.html Ɣ 2504 San Pablo Avenue, Berkeley CA: The Long Branch Saloon Performance History
October-December 1973 (Long Branch III) Friday, July 19, 2024 https://rockarchaeology101.blogspot.com/2024/07/2504-san-pablo-avenue-berkele y-ca-long.html
Ɣ The Questing Beast , 2504 San Pablo Avenue, Berkeley CA, researched and prepared by Ross Hannan and Corry Arnold – latest Update Sept 13, 2011 http://www.chickenonaunicycle.com/Questing%20Beast%20History.htm ou Ɣ Tom Dalzell , Berkeley e-Plaque designation on San Pablo Avenue Folk Music Clubs, https://berkeleyplaques.org/e-plaque/san-pablo-avenue-folk-music-clubs/ Ɣ City of Berkeley Ordinance #4694 N.S. Landmark Application for the Borg Building, 2136-2154 San Pablo Avenue, Berkeley, CA 94702 - (#LMSAP2020-0004) as appended to LPC Notice of Decision dated October 6, 2020

20. Recorder: Susan Orbuch/Charles Enchill Date: 5 November, 2024 Organization: Landmark Preservation Commission

City of Berkeley
Ordinance #44694 N.S.

LANDMARK APPLICATION
Union Investment Company Building #1
2510 San Pablo Ave (2500, 2504, 2506, 2508, 2510, 2512 San Pablo Ave & 1094, 1096 & 1098 Dwight Way)

APPENDIX

Notes on early history of 2500 block, San Pablo Ave, Berkeley In 1906 and 1908, livestock for sale.

Berkeley Daily Gazette, Newspaper Archives May 23, 1906 Page 6 Berkeley Daily Gazette, Newspaper Archives November 18, 1908 Page 6 1909 and 1910 Directories (Clute on block, his listed occupation is contractor) Clute, Alva B, contractor, 2516 San Pablo Ave, Berkeley Articles mentioning Alva Clute:
https://cdnc.ucr .edu/?a=d&d=OLSF19021025.2.19&srpos=4&e=-------en--20--1--txt-txIN-%22uni on+investment%22+clute-------
https://cdnc.ucr .edu/?a=d&d=SFC19101217.2.114&srpos=8&e=-------en--20--1--txt-txIN-%22unio n+investment%22+clute-------
https://cdnc.ucr .edu/?a=d&d=SFC19080905.2.78&srpos=7&e=-------en--20--1--txt-txIN-%22unio n+investment%22+clute-------
https://cdnc.ucr .edu/?a=d&d=SFC19050721.2.155&srpos=1&e=-------en--20--1--txt-txIN-alva+clu te-------
https://cdnc.ucr .edu/?a=d&d=OT19280928.1.31&srpos=28&e=-------en--20--21--txt-txIN-alva+clu te-------
1910 Census
Alva B. Clute is listed at 2516 San Pablo Ave, occupation is Street Contractor 1911 Directory (Clute on block, his listed occupation is real estate) Clute, Alva B, real estate, 2516 San Pablo Ave, Berkeley

1912 Directory (Clute on block, his listed occupation back to contractor) Clute, Alva B, contractor, 2516 San Pablo Ave, Berkeley 1913 Directory (Clute on block, Gordon and Herold not yet on 2500 block) Gordon, Henry, drug clk, Owl Drug Co, rms 1708 San Pablo, Oakland Clute, Alva B, contractor builder, 2516 San Pablo Ave, Berkeley 1914 Directory (All 3 on 2500 block)
Clute, Alva B, contractor, 2516 San Pablo Ave, Berkeley 1915 Directory (Gordon and Herold on block, Clute at Shattuck Hotel) Gordon, Henry S, drugs 2500 San Pablo, r 1645 Ashby
Herold, Frank, Dry Goods, 2504 San Pablo
Clute, Alva B, contractor, Shattuck Hotel
1916 Directory
Gordon the Druggist is now listed at 3299 Adeline
Herold, Frank, Dry Goods, 2504 San Pablo
1917 Directory
Herold, Frank, Dry Goods, 2502 San Pablo
1918 Directory

Herold, Frank, Dry Goods, 2502 San Pablo
Berkeley Daily Gazette, Newspaper Archives February 28, 1919 Page 12 Advertisement for the Dwight Way Free Market, 2500 San Pablo Avenue, Corner Dwight Way 1920 Census
Alva B. Clute is listed at 2516 San Pablo Ave, occupation is President of an Investment Company

EDS-08: 2510 San Pablo Avenue (APN 54-1780-4-2); 1907 storefront commercial building
There are nine storefronts within the 1907 storefront commercial building, including six storefronts along San Pablo Avenue (2500, 2504, 2506, 2508, 2510, and 2512) and three storefronts along Dwight Way (1094, 1096, and 1098). Although the storefront addresses do not appear to have changed since the building was constructed, the ownership and occupancy history changed frequently. As such, not all the owners and occupants of the storefronts are listed within the following table.

Year Owner/Occupant Details
1907-1
922 Owners: unknown
● The 1907 storefront commercial building consists
of nine storefronts (Figure 22).
● The first owner of the 1907 storefront commercial
building is not known.
ca.
1922-
1963
Owner/Occupants: “Swedish
Bakery”; owned and operated by
Jonas L Norlund and Gus Rydstrom.
• The first known occupants of the two fronts at 2510 – 2512 San Pablo Avenue was the “Swedish Bakery” that
occupied these two storefronts from ca. 1922 to 1963
(Figure 23 and Figure 24).
59 55 Ancestry.com. U.S., City Directories, 1822-1995.
56 Ancestry.com. California, U.S., Voter Registrations, 1900-1968. 57 Ancestry.com. U.S., City Directories, 1822-1995.
58 Newspapers.com, “Patrolman Added To Berkeley Police” Oakland Tribune, February 1, 1935. 59 Ancestry.com. U.S. City Directories, 1822-1995 [database on-line]. Provo, UT, USA: Ancestry.com Operations, Inc., 2011.

Historic Resources Evaluation for the Proposed Blake Apartments Project, 2527 San Pablo Avenue, Berkeley, Alameda County, California. 32

Year Owner/Occupant Details
● The bakery was owned and operated by Jonas L. Norlund and Gus Rydstrom, under the business name of “Norlund & Rydstrom.”60 61 62 ● The 1923 U.S. City Directory for Berkeley notes that Jonas and Gus both worked at the bakery during this time.
63 ● Gus and Jonas were both born in Sweden. Jonas lived with his wife Anna at 2007 Dwight Way. It is unknown where Gus lived. ● The Norlund family continued to own and operate the bakery with Gus Rydstrom until 1963.
ca. 1921
to ca.
1980
Occupants:

Various
• There have been many occupants within the storefronts of the 1907 building, including the San Pablo Ave Folk Music Clubs - Cabale, Cabale Creamery, Good Buddy, Caverns West, Questing Beast, Tito's, Babylon, and Long branch Saloon, and Earthsign Books,
64 65 and many others.
60 Advertisement, Oakland Tribune, November 2, 1950.
61 Ancestry.com. U.S. City Directories, 1822-1995 [database on-line]. Provo, UT, USA: Ancestry.com Operations, Inc., 2011.
62 Ancestry.com. U.S. City Directories, 1822-1995 [database on-line]. Provo, UT, USA: Ancestry.com Operations, Inc., 2011.
63 Ancestry.com. U.S. City Directories, 1822-1995 [database on-line]. Provo, UT, USA: Ancestry.com Operations, Inc., 2011.
64 Newspapers.com, “Getting Out”, North East Bay Independent and Gazette, January 23, 1981.65 Newspapers.com, “Readings” The San Francisco Examiner November 9, 1980.

Historic Resources Evaluation for the Proposed Blake Apartments Project, 2527 San Pablo Avenue, Berkeley, Alameda County, California. 33

Figure 22. A portion of a 1931 aerial photograph showing the 1907 building (red outline) (courtesy of U.C. Santa Barbara).

Figure 23. A 1923 advertisement for the Swedish Bakery in the “Vestkusten,” a Bay Area Swedish “newspapers”(courtesy of the California Digital Newspaper Collection).

Historic Resources Evaluation for the Proposed Blake Apartments Project, 2527 San Pablo Avenue, Berkeley, Alameda County, California. 34

Figure 24. 1953 (California Digital Newspaper Collection). EDS-09: 2514 San Pablo Avenue (APN 54-1780-5); 1910 storefront commercial building
Year Owner/Occupant Details
1910-1
922 Owners: unknown
● The 1910 storefront commercial building consists of five storefronts within retail addresses, including 2514, 2513, 2520, 2522, and 2524 (Figure 25).
● The first owner of the 1910 storefront commercial building is not known.
1922-1
930
Owners: Conrad F.

Gubanski and Mary
Gubanski
● The first known owner of the 1910 commercial building is Conrad. Conrad was born in 1896 in German, and in 1912 he immigrated to the U.S. at the age of 16.66
● Conrad contract married Mary in 1920. They had three
children, Conrad Jr., Louis, and Walter.
67 68
66 Ancestry.com, Staatsarchiv Hamburg.Hamburg Passenger Lists, 1850-1953. 67 Ancestry.com. 1930 United States Federal Census.
68 Ancestry.com., California, Marriage Records from Select Counties, 1850-1941.

Historic Resources Evaluation for the Proposed Blake Apartments Project, 2527 San Pablo Avenue, Berkeley, Alameda County, California. 35

https://berkeleyplaques.org/e-plaque/san-pablo-avenue-folk-music-clubs/ San Pablo Avenue Folk Music Clubs
MUSIC
2504 San Pablo Ave, site of many folk clubs, photo (2015) R. Kehlmann

http://rockarchaeology101.blogspot.com/2021/03/2504-san-pablo-avenue-berkeley-ca-lon g.html

ROCK ARCHAEOLOGY 101
PHOTOS AND ARTIF ACTS FROM MOSTL Y FORGOTTEN AND MOSTL Y BA Y AREA ROCK VENUES OF THE 1960S AND EARL Y 70S THURSDAY , MARCH 11, 2021
2504 San Pablo Avenue, Berkeley, CA: The Long Branch
Saloon 1971 Performance List (and Building History--Long Branch I)

2504 San Pablo Avenue, Berkeley, as it appeared in August 2011. The building was the former site of the Cabale Creamery, The Good Buddy, Caverns West, the Questing Beast, Tito's, Babylon and The Long Branch Saloon. All were music venues in the 1960s or 70s.
2504 San Pablo Avenue, Berkeley, CA: Building History
2504 San Pablo Avenue (at Dwight Way) is almost two miles West and South of the UC Berkley campus. Back during World War 2, with the Oakland and Richmond shipyards full of workers on three shifts, San Pablo Avenue had been called "Music Row." There had been nightclubs and saloons all along the East Bay, as tired workers with their pockets full relaxed with some live music. Many musicians had relocated from the South or Southwest to the West Coast, since that was where all the work was. Many other musicians had migrated for factory work, only to find playing music more lucrative (and probably more fun). Even into the 1970s, there were still several nightclubs along the San Pablo Avenue corridor, a final hint of the booming war years. 2504 San Pablo Avenue itself was a seminal address in Berkeley '60s music history. It is a fact of zoning that use permits tend to persist, so a venue with a license to allow music will generally continue to offer music. It is far easier for a new proprietor to lease a building with an existing permit than lobby for a new one, so clubs often change names, owners and musical styles, but not addresses. In the early 1960s, 2504 San Pablo had been the site of The Cabale, later The Cabale Creamery, an essential stop on the early 60s folk circuit. In 1965 it briefly became The Good Buddy and then Caverns West, and in November of that year it became the pre-psychedelic Questing Beast. It was at the Questing Beast where local folksingers Joe McDonald and Barry Melton got some friends and "plugged in" to become Country Joe And The Fish.

The Questing Beast had closed in May 1966, and 2504 became Tito's, which featured live music but was mostly a dance club. In late 1969, the club was re-named Babylon, and featured local bands playing original music. In 1971, new owner Malcolm Williams doubled the capacity of the room from about 175 to around 350, and renamed the club The Long Branch Saloon. The Long

Branch featured original music, too, but it paid a little better, with a correspondingly higher quality of performers.

Location and Memory
Sometime in the late 1980s or early 90s, Jerry Garcia was asked about his opinions of different venues around the country. By that time, the Grateful Dead had played every venue, some of them many times. Garcia admitted, however, that when he didn't remember names of venues--for one thing, they often changed--and in any case he was just driven there in a van. When he got on stage at the soundcheck, though, he admitted he would look around, and often recognize that he had played there before, thinking "oh yeah, this place, I've been here!" Although few musicians have had the vast experience of Garcia, any rock fans who have lived in an area for a long time can recall that happening on occasion. You get tickets for a new club, and you get there, and park, and get inside, and look at the stage, and think--"hey wait a minute, this is where I saw the So-And-Sos." Musicians must play a lot of live shows must have this experience regularly, getting on stage and recognizing the view, realizing they had played the club with a different band when it had another name, or had seen their friends play there.

For musicians who played around the East Bay in the 60s and 70s one of those addresses would have been 2504 San Pablo Avenue. To illustrate this, I am going to point out the experiences of Jerry Garcia and Barry Melton, whose notoriety extends far enough that we know their history.

The important point here, however, is that numerous patrons and musicians would have had multiple experiences at 2504 San Pablo, recognizing it every time, even if belatedly.

A calendar for Berkeley's Cabale, for December, 1963.

Cabale (Creamery) January 1963-April 1965
Sandy Rothman, a Berkeley bluegrass musician from way back, recalled Berkeley's Cabale (in a reflection no longer accessible on the internet)
It was on San Pablo Avenue, a main north-south thoroughfare parallel to Telegraph on the opposite (west) side of town, at the southwest corner of Dwight Way and San Pablo. I don't recall how "Creamery" got attached to it -- maybe from the steamed milk that was in the cappuccinos and lattes? The name "Cabale" was taken from "Cabala," a medieval system of Jewish mysticism. (Other dictionary definitions are: "a traditional, esoteric, occult, or secret matter" and "an esoteric doctrine or mysterious art." Do any of those terms resonate with bluegrass, nearly a cult in itself?! Hahaha.)

In the early 1960s, there was a ‘folk circuit’ that emphasized serious folk music like Doc Watson and Mississippi John Hurt (as opposed to the more popular Kingston Trio-style of folk music).

The Cabale was one of the anchors of the circuit, along with Club 47 in Cambridge, many clubs in Greenwich Village (such as the Gaslight and Folk City), the Ark in Ann Arbor and the Ash Grove in Los Angeles. The story of this circuit is well told in Jim Rooney and Eric Von Schmidt’s fine book Baby Let Me Follow You Down (U-Mass Press, 1979).

The Cabale, at 2504 San Pablo Avenue (at Dwight), was a folk club founded in late 1962 by Rolf Cahn and Debbie Green (two Cambridge, MA folkies), along with Howard Ziehm and Red Dog alum Chandler A. Laughlin III (later known as Travus T. Hipp). Cahn, a Jewish refugee from Nazi Germany, had served in the US Army during the war and also played and taught classical, flamenco, and folk guitar. Cahn had also founded the Blind Lemon in 1958 (at 2362 San Pablo), the first Berkeley coffee house to feature folk music.

The Cabale had opened on January 4, 1963 and ran until mid-1965, when the folk action moved to the Jabberwock. Somewhere along the way Carroll Peery, manager of the Chambers Brothers and Big Mama Thornton, happened to acquire a majority interest in the Cabale. The name of the venue was changed to the Cabale Creamery in August of 1964. (As a side issue, the one-time notoriety of the Cabale/Cabale Creamery coffee house led the local vice squad and FBI to ban the licensing of any business under the name "Cabale" in the future. However, the late Chan Laughlin retained Cabale News Service as his business cover). Physically, per Sandy Rothman and others, the Cabale was a fairly small, long and narrow, dark room with the ambience of a '50s Beat coffeehouse. Coffee drinks were made at the far end of the room. Initially, the stage was against the long wall on the north side of the room (the right side as you walked in); later, it was on the short wall just inside and to the right of the entrance.

The usual entertainment at the Cabale included local musicians and quite a few traveling "folk individuals" from the more developed Cambridge folk scene. Bluegrass was scheduled only occasionally at the Cabale, but on the other hand, it was the only club in Berkeley where it was presented at all during that period (1963-4). Thus, for musicians like Sandy Rothman or Jerry Garcia, the Cabale was a destination when someone like the Kentucky Colonels were playing.

Jim Kweskin and The Jug Band (Unblushing Brassiness), Vanguard Records, December 1963 (Bruno Wolfe, Bob Siggins, Fritz Richmond, Jim Kweskin, Geoff Muldaur)
On March 11, 1964, the Jim Kweskin Jug Band played the Cabale. Jerry Garcia and his wife, plus some friends, made a pilgrimage to Berkeley to see them. The Kweskin Jug Band were an important band from the Cambridge folk scene, and had released their debut album on Vanguard in December of 1963. For young players like Jerry Garcia (in Palo Alto) or David Grisman (in Hackensack, NJ), it's hard to overstate the importance of this album. For one thing, Jug Band music was unknown prior to this album. Abruptly, every young hipster in America realized that they could form a band with their friends, and use any combination of instruments, whether played well or poorly.

Garcia, then newly married, was teaching music in Palo Alto and trying to start a music career.

Famously, the self-absorbed Garcia was practicing banjo in the store on New Year's Eve '63, not reflecting why none of his students had shown up. A teenager heard the music and knocked on the door. When Garcia told the 15-year old from nearby Atherton that he wanted to form a jug band, young Bob Weir said "I'm in." And so it began. When the Kweskin band played a one-nighter, Garcia had to go (Weir was probably in exile at Boarding School).

For Garcia, the striking thing about the Kweskin Jug Band was not the music, which was great.

Unlike literally ever other group at the time, the Kweskin Band were not "entertainers." Even the Beatles, creative as they were, wore matching suits, had a structured show and had bits of showbiz patter between songs. The Kweskin crew wore what they liked, casually bantered with the audience and each other, played requests--if they felt like it--and enjoyed themselves. That was what folk music was like when you played it in your living room. The Kweskin Band was just inviting everybody in to join them. That, right there, was the model for the Grateful Dead: play what you want, enjoy yourself, and invite along anyone who thinks that it would be fun.

Garcia was also friendly with the Kentucky Colonels and their great guitarist Clarence White. The Colonels played the Cabale a number of times, and Garcia surely went to see them any time he could. The Cabale didn't book bluegrass that often, but no other club booked bluegrass at all. So even though he lived in Palo Alto, Garcia made the trips to Berkeley when it was important. For such a tiny, unassuming place, the Cabale is remembered fondly by many Berkeley musicians.

Just as a sample, in January, 1964, the Cabale booked, among others Bob Neuwirth-Cambridge folksinger who was famous as Bob Dylan's running mate Pat Kilroy-Berkeley folk singer who founded the band New Age Perry Lederman-obscure but influential Berkeley guitarist (later he did something-or-other for some Owsley character)
Danny Kalb-a few years later, lead guitarist for The Blues Project Reverend Gary Davis-"If I Had My Way," "Death Don't Have No Mercy," and many more Jesse Fuller-one-man band from Oakland ("San Francisco Bay Blues," "Beat It On Down The Line")
The name was amended from simply "the Cabale" to the Cabale Creamery in August 1964. The club folded around May, 1965.

A calendar for the Questing Beast in May, 1966. In fact, most of these gigs were never played, since the City of Berkeley pulled the club's cabaret license. The final musical performers were Country Joe and The Fish on May 7, 1966 The Questing Beast November 19, 1965-May 9, 1966
When the Cabale finally folded, probably sometime in the Spring of 1965, the 2504 San Pablo premises briefly became The Good Buddy (a poster survives from May 1965), and then Caverns West. Ultimately it was taken over by Terry Sullivan and Tony Sage, and re-opened as the Questing Beast on November 19, 1965. For another endeavour, we looked at the history of The Questing Beast in some detail (for a more complete saga, including a list of known performances, see our page on the Questing Beast).

The Questing Beast was primarily a folk coffeehouse and hosted similar acts to the Jabberwock on Telegraph Avenue. It booked mostly Folk, but with a fair amount of flamenco, bluegrass and classical guitar playing thrown in. By all accounts it never managed to turn a profit. Still, there was a hint of electricity in the there, making the Beast a somewhat different animal than prior folk clubs. For one thing, some rock bands were booked. Not from out-of-town, maybe not even good, but they were plugged in. Also, the walls of the club were covered with an elaborate psychedelic mural, although no pictures of it have endured.

The famous Mr. Owsley lived not far away, on Berkeley Way (roughly near Hearst and McGee, for those who know Berkeley geography), and he was reputed to hang out at the Questing Beast. A long-ago Grateful Dead tape from early 1966 was labeled "rehearsal-Questing Beast Feb 12 '66." The location was spurious, as the Dead never rehearsed there--the tape was probably made at Owsley's house--but there was still a psychedelic association with the Questing Beast, befitting its name.

Among the tiny number of folk musicians in Berkeley at the time were Navy veteran Joe McDonald and Brooklyn transplant Barry Melton. In Fall 1965, The duo had made an anti-war 45 rpm single called "Feel-Like-I'm-Fixin'-To-Die Rag" in a friend's living room, only for sale at one used bookstore near the campus (Moe's Books). For the single, the duo was named Country Joe and The Fish, which reflected jokes about Marxist ideology. Around October 1965, the pair had taken the bus and then hitchhiked around Oregon and Seattle, playing at anti-war gatherings. In February of 1966, however, they saw the Butterfield Blues Band at the Fillmore, and they began to see things differently--although the mysterious Mr. Owsley may have indirectly assisted.

One night around March, Joe and Barry were booked to play folk music at the Questing Beast.

This time, however, they brought along a few friends. Barry brought an electric guitar, and some other friends (probably Bruce Barthol and Paul Armstrong) played amplified guitar and bass, and another friend, John Francis Gunning, played some drums, while Joe sang and blew some

harmonica. They did some blues, and some instrumentals, and an original song about smoking pot, which would end up being known as "Bass Strings" (with a then-racy introduction where Joe sang "Hey partner/Won't you pass that reefer around").

From then on, when Country Joe and The Fish played Questing Beast, they had some friends and some amplifiers. The band--now it was a band--would release their own EP in late 1966, passing that reefer around the world, well beyond the confines of Berkeley. Vanguard Records signed them, but only on the condition that they wouldn't sell their own record any more.

Unfortunately, by May 1966, The Beast had been slain, with its downfall well documented in the May 6 (Vol 2, Number 18) and May 13 (Vol 2, Number 19) issues of the Barb. A hastily arranged three day benefit was arranged with Solomon (Feldthouse – later of eclectic LA band Kaleidoscope) with the Holiday Dancers, Country Joe and The Fish, John Paul, Dave Cohen, Dan Paik and The Gospel Tonics (who had originally been scheduled) appearing.

The very last musical performances at the Questing Beast were Country Joe and The Fish on May 6 and 7 (see the calendar above), getting ready to spread Berkeley to the outside world. Sunday and Monday (May 8 and 9) saw The Questing Beast host Jerry Abrams’ Berkeley Cinematheque (something they had done each Sunday since March 20) and the doors closed for the final time on May 9, 1966. The city of Berkeley had grounds (albeit thin ones) to deny the Beast its Cabaret license, and so they wouldn't have been able to pay performers.

Tito's 1967-June 1969
Somewhere around early 1967, 2504 San Pablo Avenue re-opened as a place called Tito's. It sold beer and pizza, and it had music for dancing on weekends. Tito's didn't buy ads, nor list their bands in the local papers, so it seems to have just had bands playing dance music. Still, once in a while, a local band would print up their own flyer, so we have some traces of the club's existence (The Drongos, above, were a local Berkeley band).

A flyer for Babylon, from March 13, 1970
Babylon July 1969-April 1971
In the Summer of 1969, Tito's became Babylon. Babylon featured original electric rock bands. A colleague looked into the bookings from July 1969 through November 1970, and they were all local Berkeley bands. The only name that stands out today is Purple Earthquake, a band of former Berkeley High students who would evolve into the band Earth Quake. Earth Quake released several albums in the 1970s, and they would also rule the Long Branch for five years.

A few flyers and artefacts from Babylon survive. The flyer above was from March 13, 1970. The notations "18 and Over Welcome" and "Food" meant that it was a restaurant, technically, with a cabaret license. Minors were allowed in if they were over 18, but they couldn't buy beer (although I bet they drank some). I think the nightly audiences for the Babylon weren't much older than 21, and probably lived relatively near to San Pablo Avenue.

By the Spring of 1971, the Babylon was owned by one Malcolm Williams. I don't know how long Williams had run or owned Babylon, but he decided to expand the club and rename it.

A flyer for Sopwith Camel at Berkeley's Long Branch, playing July 29, 1971 The Long Branch May 28, 1971-November 1976
By 1971, the live rock music market was evolving, and lots of entrepreneurs were noticing. Rock music had always been the province of teenagers, of course. But 60s rock music, with the likes of the Beatles, Bob Dylan and Cream, had raised the ante. Rock music fans didn't just "move on" when they turned 18. Those kids who were 15 when the Beatles had played Ed Sullivan in 1964 were past drinking age. They were still listening to rock music, and they took it seriously. And while every rock fan wanted to see the most popular bands when they came to town, their options were expanding.

A rock fan in his 20s probably had a job, and a few more dollars than when they were teenagers.

They also didn't have parents constraining them, and they could drink. They weren't going to go to the Fairmont in San Francisco, but taking a date to a club where you could drink beer and dance was starting to seem like a viable idea.

At the same time, UC Berkeley was expanding. It had never been a small school, but in the early 70s they added more and more students. California parents realized their kids could get a prestigious Ivy League-quality degree for the bargain price of around $212.50 a quarter. When those students graduated, many of them stuck around Berkeley. Rock music had been oriented towards the Fillmore West and other big dance halls, but now nightclubs were starting to book original bands, too. Berkeley had lots of young people, a town that didn't object to long-haired hippies, and a generally central location.

There had been music clubs in Berkeley since World War 2, of course. But as the 70s dawned, the various music clubs in Berkeley started to evolve. The New Monk, near campus at University and Shattuck, shifted from being a fraternity hangout to a rock nightclub, and by the next year it would become the Keystone Berkeley. Malcolm Williams ran Babylon, but he had big plans, too.

A May 23, 1971 article in the San Francisco Chronicle about Bay Area rock nightclubs had an interview with Malcolm Williams. Williams had hired some of the staff from the old Avalon

Ballroom, and he was planning to upgrade Babylon by doubling its capacity, from about 175 to around 350. A bigger club meant better acts, not just local bands who probably lived nearby.

Certainly, the Bay Area did not want for good local bands, but they were all trying to make a living.

As for the name change, at the time it was a fairly obvious choice. The Long Branch Saloon was the name of a famous watering hole in the Wild West town of Dodge City, KS, back in the 1870s.

More importantly, Gunsmoke had been a top-rated TV show since 1955, with James Arness as Marshall Matt Dillon. Bars all over the country were named "The Long Branch." Everyone immediately recognized the symbolism, the joint where everyone went, where everything exciting happened.

Ad in the October 1, 1971 Berkeley Barb promotes the New Riders of the ole' Purple Sage and High Country at Long Branch Saloon (2500 [sic] San Pablo) $2.00
Long Branch, Berkeley, CA Performance List May -December 1971 The May 23, 1971 San Francisco Examiner/Chronicle (Sunday edition) interviews Malcolm Williams, who says that the Long Branch is "in the process of expanding." At the time, most Bay Area rock clubs were smallish--The Keystone Korner in the City held 250-300, The Lion's Share in San Anselmo was 250-300, the New Orleans House in Berkeley held about 250. Nearby Mandrake's, at 10th and University, probably only held 200. When the Long Branch completed its expansion to around 350, it would be one of the bigger rock clubs in the Bay Area.

Ironically, the biggest club in the Bay Area would be the Keystone Berkeley, just 2 miles from the Long Branch. The New Monk, at 2119 University, mainly a frat beer joint, would be taken over in 1972 by Freddie Herrera and become the Keystone Berkeley. The Keystone Berkeley officially held 476, but it was widely felt that more people were regularly crammed in. Thanks to regular performances throughout the 70s by Jerry Garcia, Tower Of Power, Elvin Bishop and others, the Keystone Berkeley became the premier nightclub gig in the Bay Area until about 1977.

The Long Branch, at 2504 San Pablo Avenue in Berkeley, sometime in the 1970s Bands would build a following at the Long Branch, and the bands that headlined weekends at the Branch would play weeknights at the Keystone Berkeley, with a built-in audience. Although it's hard to be sure, I think the Long Branch crowd lived relatively near the club, and was in the just-over-21 bracket. The Long Branch was definitely a hard-rocking club, with loud bands and patrons who liked to dance, with less of the University overlay that was included in the Keystone Berkeley audience. The Keystone was right near campus, so it's audience was broader but to some extent more snobby. The Long Branch was in West Berkeley, and less pretentious.

As a result, the Long Branch ended up being a sort of farm team for the Keystone Berkeley. That wasn't a bad thing, necessarily, for the bands themselves. Keystone Berkeley and Long Branch didn't have identical crowds. The Keystone was nearer to campus, and at least on weekends drew people from Alameda, Contra Costa and Marin counties. The Long Branch had a little bit younger crowd who just liked to go out, and probably mostly lived around Berkeley.

At the Long Branch, mostly the same bands played the club over and over. If a band could build an audience at Long Branch, the expectation was that their own regulars would see the band over and over. Earth Quake, for example, the archetype for a Long Branch band, could play a wide variety of exotic British Invasion cover songs, so that their regular fans didn't hear the exact same set every time.

The May 28, 1971 Berkeley Barb lists the Grand Opening of the Longbranch [sic], formerly the Babylon with Country Weather, Wayne The Harp, the Earthquake [sic]. 8pm-2am, $2, refund at door for bridge receipts May 28, 1971 The Long Branch, Berkeley Country Weather/Wayne The Harp/Earth Quake Grand Opening (Friday)
The Long Branch promoted its "Grand Opening" on Friday, May 28, 1971. There had been no bookings listed at Babylon for over a month, so I think the Long Branch was closed for renovations. The Chroniclearticle had said that the Long Branch was "in the process" of doubling its capacity. Based on peripheral evidence, I think those renovations took place over two periods. 2504 San Pablo was closed for about a month before it opened, and then apparently closed again for the month of November. I don't know if the club had fully expanded its capacity by May, or did the expansion in pieces. In any case, based on the quality of bookings, the Long Branch was already a bigger club than Babylon when it opened in May.

The Long Branch didn't really advertise. The club seemed to have made sure that their best weekend bookings were listed in the Berkeley Barband the San Francisco papers, but there were rarely listings for the weekdays. There were probably flyers around town (common in Berkeley), but none have survived from 1971. Also, FM rock radio stations usually announced an "entertainment calendar" in the afternoons and evenings, where they would run down all the club bookings ("tonight, at the Lion's Share, The Sons, and at Keytstone Korner, Elvin Bishop Group," and so on). No doubt the Long Branch made sure that KSAN and the other stations had their weekend bookings, at least.

The Long Branch had three bands on their opening night, all three of which could have been the headliner on their own. The listings in the Barb and Examiner also said "$2 refund if Bridge receipt." This was to encourage fans from San Francisco (using the Bay Bridge) or Marin (using the Richmond Bridge) or even the Peninsula (using the San Mateo or Dumbarton Bridges). I don't know how many patrons actually took them up, but it was a marker of a club trying to expand its weekend audience beyond its own neighborhood.

Country Weather were a Walnut Creek (Contra Costa County) group, from just over the Berkeley Hills. They had originally been called The Virtues, but soon after lead guitarist Greg Douglass joined, they changed their name to Country Weather. Country Weather never released a record when they were together from 1967-73. Since the group was familiar from many posters from 1968 onward, Country Weather became one of the great lost San Francisco groups of the 1960s. Ultimately, the group reformed in the 21st century and still performs occasionally. RD Records released some of their 60s demos and live performances, along with some 21st century recordings.

Greg Douglass became a successful guitarist in the Bay Area, best known for co-writing “Jungle Love” for Steve Miller, with whom he played for many years. Douglass was also a member of Hot Tuna for one brief, sensational tour in Spring 1975.

Wayne The Harp was guitarist Wayne Ceballos. Ceballos had led the Bay Area trio AUM (pronounced "Ohm") in the sixties. AUM had released two albums, and opened at both Fillmores as well. Ceballos still played the same kind of hard-driving blues guitar in his new group.

Earth Quake's debut album was released on A&M Records in 1971 Earth Quake, from Berkeley, were the ultimate Long Branch band, and it's fitting that they played opening night. Originally, they had been a Berkeley High power trio called Purple Earthquake. By 1971, they were a quartet, with Robbie Dunbar on lead guitar, lead vocalist John Doukas, bassist Stan Miller and drummer Steve Nelson. Earth Quake would release their debut album on A&M Records sometime this year.

Earth Quake would play the Long Branch at least every month for five years, and in many cases every Friday night. Earth Quake, with their vast trove of cover versions, always had a loyal audience at the club.

I can't find any reference about who played Saturday night, although I suspect it was one of these three bands. For the balance of this post, I am only noting bands where I have been able to find a listing. In general, the same bands played the Long Branch over and over, so missing nights might not likely reveal other bands. The Long Branch was generally open from Tuesday through Sunday. Wednesday was "audition" nights, with unknown bands. Most other clubs had "audition night" on Monday, so the Long Branch was smart to choose another night.

June 4, 1971 Long Branch, Berkeley, CA: Grootna (Friday) Grootna was a Berkeley band that had arisen out of a 60s Berkeley band called Sky Blue.

Guitarist Vic Smith and singer (and sometime drummer) Anna Rizzo had teamed up with guitarist/writer Allan "Slim Chance" Silverman. Drummer Greg Dewey (from Mad River) was also in the band, along with a few others. The band played a batch of songs written by Silverman and his songwriting partner Austin DeLone. DeLone, however, was playing pubs in London with the band Eggs Over Easy. Everybody in Grootna had many links to numerous Berkeley ensembles.

June 18-19, 1971 Long Branch, Berkeley, CA: Wayne The Harp/Flying Circus (Friday-Saturday)
Flying Circus were a Marin band. Some form of the band had existed since about 1966. Flying Circus shared equipment and a rehearsal space with the band Clover. Flying Circus lead guitarist Bob McFee was the brother of Clover lead guitarist John McFee. Bassist John Hapaala was the only member who was in both the 60s and 70s versions of Flying Circus. The band had self-released a single in 1970, as a promotional tool, but I have never heard it. To my knowledge, Flying Circus fell broadly into the Marin country-rock category, something like Clover.

June 20, 1971 Long Branch, Berkeley, CA: Charlie Musselwhite/Cookin' Mama (Sunday)
Charlie Musselwhite had been born in Mississippi and moved to Memphis, and then ultimately to Chicago. He was one of a small number of white musicians in Chicago (including Nick Gravenites, Paul Butterfield, Mike Bloomfield, Elvin Bishop and a few others) who had stumbled onto the blues scene by themselves.

A Chicago club regular, Musselwhite eventually recorded an album for Vanguard in 1967 called Stand Back, which had started to receive airplay on San Francisco’s new underground FM station, KMPX-fm. Friendly with the Chicago crowd who had moved to San Francisco, his band was offered a month of work in San Francisco in mid-1967, so Musselwhite took a month’s leave from his day job and stayed for a couple of decades.

By 1971, blues weren't as interesting to major labels. Musselwhite's 1971 album was Takin' My Time, on Arhoolie Records. Musselwhite's backing group on the album included Robben Ford, a great young guitarist from Ukiah. By mid-71, I think Ford (and his brother, drummer Patrick Ford) had left Musselwhite to form their own band, but it's not impossible that Robben played the Long Branch with him.

Cookin' Mama was a local band fronted by Sherry Fox, who had been in RJ Fox. They were a big, eight-piece band with horns. Pat Thrall was the lead guitarist. Cookin' Mama would release a 1972 album called New Day.

July 2-3, 1971 Long Branch, Berkeley, CA: Elvin Bishop Group/Linx (Friday-Saturday) Elvin Bishop had moved to the Bay Area from Chicago in Spring 1968. By 1969 he had a band and was regularly playing The Keystone Korner. Bishop was signed to Bill Graham's San Francisco label, distributed by Columbia, and he had released two albums. After a 1969 debut, the Elvin Bishop Group had released Feel It! in mid-1970. Elvin's band featured Stephen Miller on organ (from the band Linn County) and singer Jo Baker. Baker, Bishop and Miller all shared vocals.

Linx played the Long Branch regularly, as well as other Berkeley clubs, but I don't know anything else about them [update 20230528: thanks to a Commenter, I know that Linx (sometimes spelled Lynx) featured young Berkeley saxophonist Lenny Pickett, later in Tower Of Power and long-time leader of the Saturday Night Live Band. Also in the group was (future) renowned Manhattan chef Jonathan Waxman]

Alice Stuart's 1970 album Full Time Woman, on Berkeley's Arhoolie Records July 4, 1971 Long Branch, Berkeley, CA: Alice Stuart/Clover(Sunday) On July 4, Bill Graham closed the Fillmore West. The concert industry was getting too large for the 2500-capacity ballroom. Graham moved the action to the much larger Winterland (5400) or Berkeley Community Theater (3500). Fillmore West wasn't a club, but it was a place that many local rock fans went to on a Friday or Saturday night just because it was "the Fillmore." It's closing left room on weekend nights for rock nightclubs all around the Bay Area.

Alice Stuart was a fine blues guitarist and singer. Although she was from Seattle, she had been playing in the Bay Area since about 1964. Stuart had performed and recorded in a variety of settings. At one point in late 1969, she had even been the temporary bass player for the Lost Planet Airmen. Stuart had released the album Full Time Woman in 1970, on the small label American Records. It was a fairly introspective album. By 1971, Stuart was leading an electric trio called Snake, with Karl Sevareid on bass Bob Jones on drums (and vocals), and they would record for Fantasy in 1972.

Clover's members were also Marin County natives. Clover had formed in late 1967, out of a band called The Tiny Hearing Aid Company. Fantasy Records, flush with Creedence money, had signed Clover. The band released two poorly-produced but pretty good albums, their self-titled debut in 1970, followed by Fourty-Niner in 1971. Clover was a four-piece band, with lead and pedal steel guitarist John McFee, lead singer and guitarist Alex Call, bassist John Ciambotti and drummer Mitch Howie (McFee, Call and Howie had been in Tiny Hearing Aid). Clover worked out of Mill Valley.

By the end of '71, Fantasy seemed to have dropped Clover. Clover kept plugging along, playing Monday nights in Berkeley, even after two albums. The proximity of Mill Valley to downtown Berkeley made this a sensible gig for Clover.

July ?, 1971 Long Branch, Berkeley, CA: Commander Cody and His Lost Planet Airmen
I could find almost no listings for July, but I don't read much into that. Newspapers published

listings on a space-available basis, and sometimes lesser clubs like the Long Branch weren't mentioned in the paper due to lack of space. In other cases, no one from the club may have remembered to call the paper with the week's bookings.

Berkeley's very own Commander Cody and His Lost Planet Airmen had moved out to California from Ann Arbor, MI in the Summer of '69. They had set up shop in a rambling house in nearby Emeryville. The band played "hippie honky-tonk," a strange brew of Western Swing, traditional country, old-time rock and roll and Berkeley sensibilities. The band had been signed to Paramount Records, and at this time they were recording their debut (Lost In The Ozone would come out in November). We can infer this Commander Cody date, however, since we know that the band was recording live at the Long Branch and the New Monk in July (as it says so on the back of the album). On the album, the songs "What's The Matter, Now" and "20 Flight Rock" were recorded live, but whether either (or both) were recorded at the Long Branch isn't clear.

July 29, 1971 Long Branch, Berkeley, CA: Sopwith Camel/Jabo Stokes (Thursday) The Sopwith Camel was an original San Francisco psychedelic band, with roots going back to the Red Dog Saloon in Virginia City, NV and 1090 Page Street. The Sopwith Camel had been one of the first Fillmore bands to sign a recording contract, and they had one of the first hit singles of the scene, as well, with "Hello Hello" in February 1967. That record was in the Lovin' Spoonful jugband style, which has hot at the time (and the Camel were produced by Spoonful producer Erik Jacobsen). The Camel had to face the grumblings of locals who felt that they had "sold out." The band had ground to a halt in late 1967.

However, Sopwith Camel had reformed in 1971. Their first gig seems to have been at the Matrix on March 5. The re-formed group had 4 of the 5 original members. The original songwriting partnership of guitarists Peter Kraemer and Terry MacNeil was intact, along with bassist Martin Beard and drummer Norman Mayell. In the meantime, Beard and Mayell had played on the hit single "Spirit In The Sky" with Petaluma's Norman Greenbaum.

Jabo Stokes is unknown to me.

August 6-7, 1971 Long Branch, Berkeley, CA: Commander Cody and His Lost Planet Airmen/The Crabs (Friday-Saturday)
The Crabs were a popular Berkeley club band, although they didn't ever break out of the club circuit. They played in a style that would now be called "Roots-Rock" or "Americana" today, but those terms didn't yet exist. The author Charles Reich, who published a huge bestseller in 1970 called The Greening Of America, was a huge fan of The Crabs, and mentioned them a number of times in his book (Reich also interviewed Jerry Garcia for Rolling Stone, and it was published as a book called A Signpost To New Space).

August 17, 1971 Long Branch, Berkeley, CA: Driver (Tuesday) Driver are unknown to me. If a Bay Area band from this period is unknown to me, they are officially obscure. Driver very well may have been a fine band, in fact, but bands booked at the Long Branch on a Tuesday night didn't have any local following.

The August 27, 1971 Berkeley Barb lists Rew Riders [sic]/High Country, Long Branch Saloon (2505 [sic] San Pablo, Brk) $2.50 August 27-28, 1971 Long Branch, Berkeley, CA: New Riders of The Purple Sage/High Country (Friday-Saturday)
The New Riders Of The Purple Sage headlined the weekend at the Long Branch, so Jerry Garcia returned to where he had been originally inspired by the Jim Kweskin Jug Band. While of course Garcia was quite famous, as I have said I think his experience was quite common for musicians on this list. 2504 San Pablo Avenue had been a venue for several years, and by it's nature, Berkeley is

a place where interesting things happen, for good or ill. Many musicians must have had a burst of recognition when they drove up to their gig at the Long Branch for the first time.

The New Riders Of The Purple Sage were Jerry Garcia's vehicle for letting him play pedal steel guitar in a live band. Since John Dawson wrote and sang the songs, and Garcia's old pal David Nelson played guitar, Garcia could just concentrate on the steep learning curve of the pedal steel, with no vocal or front-man duties. By this time, the Riders had completed the recording of their debut album NRPS, which would come out in September. Garcia himself had found the pedal steel too daunting, and had already made plans to cede the chair to the great Canadian steel guitarist Buddy Cage (who had been playing with Ian and Sylvia Tyson's Great Speckled Bird).

Not only was Cage a far better steel player than Garcia, if the band did not have a full-time player in the steel slot, the band could never play enough to make a living. The Grateful Dead had managed to climb out of some severe debt incurred in 1970 (their manager had absconded with $150K), but the Riders were still just trying to break even. A good paying gig on the weekend would help the band cover its expenses until the album made them nationally popular.

High Country were a Berkeley bluegrass band led by mandolinist Butch Waller. High Country were regulars at Berkeley's already-legendary folk club, the Freight And Salvage (a half-mile North, at 1827 San Pablo). Waller had been pals with Garcia and David Nelson, both former bluegrassers, since 1963. Waller and David Nelson had been in a bluegrass band together in 1964 (the Pine Valley Boys), and in '69, Nelson had even played a little with High Country. One time, High Country's banjo player wasn't available, and Jerry Garcia filled in (June 19, 1969--of course, there's a tape).

Butch Waller had surely been to the Cabale many times, as had Nelson, so they too probably had that burst of recognition when they got there.

August 29, 1971 Long Branch, Berkeley, CA: Charles Ford Blues Band (Sunday) The Charles Ford Blues Band was a fine blues band that featured three brothers from Ukiah, CA up in Mendocino County. Guitarist Robben Ford, drummer Pat Ford and harmonica man Mark Ford played modern, uptempo blues. It was rooted in tradition, but jazzy and flowing as well. Namesake Charles Ford was their father. They would release a fine album on Arhoolie in 1972 (Charles Ford Band). Robben Ford would go on to well-deserved fame, playing with the LA Express, George Harrison, Joni Mitchell, Miles Davis and many others.

August 30-31, 1971 Long Branch, Berkeley, CA: Tower Of Power (Monday-Tuesday) Tower Of Power, though originally from Fremont, were the pride of Oakland. They had been discovered by Bill Graham at the Tuesday night Fillmore West auditions, and their first album East Bay Greasehad been released on Graham's San Francisco label (distributed by Atlantic). Ultimately, Atlantic's sister label Warner Brothers would pick up Tower. Tower's immortal second album, Bump City, would be released in early 1972, presaging an era where the A's, Raiders and Golden State Warriors were making all things Oakland ascendant.

The core of Tower Of Power had been together since 1968. Their unique horn section sound had been honed in Oakland clubs since 1969. Tower Of Power played both rock clubs and R&B dance clubs, dominating both of them with aplomb. At this time, they were just a hard working band, filling in empty nights on their calendar. I think the Long Branch was open on a Monday (and publicizing the booking) just because Tower was available.

September 1, 1971 Long Branch, Berkeley, CA: Ongood/Wormwood Star (Wednesday)
Ongood and Wormwood Star are both unknown to me. Wednesday was audition night.

September 2, 1971 Long Branch, Berkeley, CA: Pendergrass (Thursday) Pendergrass is unknown to me.

September 3-4, 1971 Long Branch, Berkeley, CA: Loading Zone/Staton Brothers (Friday-Saturday)
The Loading Zone, from Oakland, had played the original Trips Festival back in 1966. By 1971,

they had been through many different iterations. By this time, although they still broadly featured the mix of rock and soul as when they had started, they had no original members. They were good, though: Linda Tillery and Wendy Hass on vocals Tom Coster on organ, Doug Rauch on bass, Tony Smith on drums and Bruce Conte on guitar. The Zone shared management and a rehearsal space with Tower Of Power, and they, too, played both R&B and rock clubs.

The Staton Brothers were an East Bay band from Hayward who had been signed by the Monkees' management around 1967. Jeff and Mike Staton were both singing guitarists, broadly in the style of Buffalo Springfield. The band had toured with the Springfield and others in the 1960s. In late 1972, the Staton Brothers would release an album on Epic, but there was a problem with distributors, so the album did not sell. Ultimately both Staton brothers worked with Stephen Bishop and many others as guitarists and songwriters, mostly based in Nashville. Since "Staton" was often misunderstood, and just an adopted name anyway, they used different names.

September 8, 1971 Long Branch, Berkeley, CA: Loading Zone/Mike Finnegan (Wednesday)
Organist and singer Mike Finnegan was from Wichita, KS. Unlike most musicians, the 6'6" Finnegan had gotten a basketball scholarship to the University of Kansas. He had moved to the Bay Area around 1969, and he had been a member of The Jerry Hahn Brotherhood, who had put out a highly regarded 1970 album on Columbia. Unfortunately, the album went nowhere, and Finnegan had left the band. At this time, Finnegan had another band with singer Jerry Wood, and he worked with the re-activated Big Brother and The Holding Company as well.

For club gigs, Finnegan pretty much played blues. He was a powerful vocalist as well as a great organ player, so he could play with any combination of musicians. Some of his "friends" might have been had notable musical pedigrees and would definitely have been good players.

Cold Blood's second album, Sisyphus, released on Bill Graham's San Francisco record label (distributed by Atlantic), released in 1970
September 10, 1971 Long Branch, Berkeley, CA: Cold Blood (Friday) Cold Blood are generally associated with the East Bay funk sound of bands like Tower Of Power.

The East Bay association was appropriate musically, but in fact Cold Blood had its roots in the South Bay. Lead singer Lydia Pense, from San Mateo, and bassist Rod Ellicott had been in a Peninsula Band in 1966 called The Generation. The Generation were known as the first Bay Area band to merge a horn section with a rock band. The Generation had evolved into Cold Blood, and they were signed to Bill Graham's San Francisco label (distributed by Atlantic). Cold Blood released two albums on San Francisco, their self-titled debut (1969) and Sisyphus (1970), which spawned a modest local hit with a remake of "You Got Me Hummin'." [note: a Commenter suggests Stoneground did not play, and was replaced by Bittersweet] September 11, 1971 Long Branch, Berkeley, CA: Stoneground (Saturday) Stoneground had been put together by KSAN impresario Tom Donahue in 1970 for an intended movie about a "traveling Woodstock" called Medicine Ball Caravan. The Grateful Dead were booked for the movie, but backed out at the last minute. However, Alembic sound had to honor their part of the contract, so the Dead had stayed home and recorded American Beauty with Stephen Barncard, because Bob Matthews and Betty Cantor had gone on the road with Stoneground.

Stoneground had just released their self-titled debut album on Warner Brothers. Among the key members of Stoneground were singers Sal Valentino, Lynne Hughes, Annie Sampson and Deirdre LaPorte. Guitarist Tim Barnes also sang. Pete Sears had been the pianist for the album, although he had probably been replaced by Cory Lerios by September.

September 13-14 , 1971 Long Branch, Berkeley, CA: Tower Of Power (Monday-Tuesday)
Clearly the two night booking for Tower Of Power on a Monday and Tuesday was a success, since they returned a few weeks later.

September 15, 1971 Long Branch, Berkeley, CA: Entity/Driver (Wednesday) Entity is unknown to me.

September 16, 1971 Long Branch, Berkeley, CA: Bittersweet (Thursday) Bittersweet was a rock band from Chico, CA, who moved to the East Bay. Rock historian Bruno Cerriotti has a detailed history of their adventures.

Barry Melton's 1970 album on Vanguard, Bright Sun Is Shining September 17, 1971 Long Branch, Berkeley, CA: Barry Melton and Fish (Friday) According to Joe McDonald and Barry Melton, "Country Joe and The Fish" was a duo featuring the two of them, with or without additional band members. That's not how the music world saw it, however. Country Joe and The Fish had called it a day in early Summer 1970, and both leaders had gone solo. Still, when Barry Melton played live with a band, it was usually called Barry Melton and The Fish, to give listeners a hint that it was electric Melton backed by a group.

I don't know how reflective Barry Melton might have been about his own history. But the entire Country Joe and The Fish saga, including playing Anti-War protests, hit albums, Woodstock, European tours and all the rest had pretty much got its start when Joe and Barry had plugged in at the Questing Beast in March, 1966. Now, here was Barry Melton, back at 2504 San Pablo Avenue.

Melton, who had moved from Berkeley to Marin by this time, had released a solo album on Vanguard in 1970 called Bright Sun Is Shining. It had been recorded in Chicago and New York with veteran session pros like Phil Upchurch, rather than with Fillmore West guys. The album had mostly been covers of blues and old R&B songs. This was actually quite consistent with Melton's musical history, but it may not have been entirely expected by 60s fans who were used to songs about politics and drugs. I don't know who was in Melton's live band at this time.

September 19, 1971 Long Branch, Berkeley, CA: Crabs(Sunday) September 20-21, 1971 Long Branch, Berkeley, CA: Tower Of Power (Monday-Tuesday)
September 23-25, 1971 Long Branch, Berkeley, CA: Grootna/Mike Finnegan (Wednesday-Friday)
September 26, 1971 Long Branch, Berkeley, CA: Bittersweet (Sunday)

September 29, 1971 Long Branch, Berkeley, CA: Road House/Wormwood Star (Wednesday)
Road House is unknown to me.

NRPS, the debut album of the New Riders Of The Purple Sage, was released by Columbia in September, 1971. Jerry Garcia played pedal steel guitar on the album, and toured with the New Riders through October, in order to promote the band.

October 1-3, 1971 Long Branch, Berkeley, CA: New Riders of The Purple Sage/High Country (Friday-Sunday)
The New Riders' August weekend must have been a good payday, since they returned for a three-night stand in October. The NRPS album had been released by Columbia in mid-September. Although it was already agreed that Buddy Cage would permanently replace Jerry Garcia, Garcia was going to play on the first leg of the Grateful Dead/NRPS tour in order to promote the band. A number of the shows were broadcast on FM radio, so entire Metro areas would get to hear Garcia play with the Riders. The Fall tour would commence on October 19, 1971, in Minneapolis. Garcia's last show with the Riders as their steel guitarist was October 31 in Cincinnati (Cage took over in Atlanta on November 11).

By this time, High Country had probably released their self-titled album on Raccoon Records.

The Youngbloods had become so successful behind "Get Together" that Warners had given them their own label. Banana (Lowell Levenger) was a bluegrass banjo player from way back, so he recorded High Country at his home studio, and got the album released on the Youngbloods' imprint.

October 5, 1971 Long Branch, Berkeley, CA: Charlie Musselwhite/Charles Ford Blues Band (Tuesday)
Charlie Musselwhite was billed with the band featuring Robben and Pat Ford, two former band members. It's not impossible that Musselwhite just sat in with the Charles Ford Band, instead of bringing his own group.

October 7, 1971 Long Branch, Berkeley, CA: Charlie Musselwhite/Frank Biner Band (Thursday)
Frank Biner was a popular local soul singer. Over the course of the 70s, Tower Of Power recorded a few of his songs, and he put out a few albums as a bandleader, but back in '71 Biner was just another guy working the clubs. Biner was originally from Chicago, where he had recorded a few singles, but he had moved to the East Bay in the late 60s.

October 8-9, 1971 Long Branch, Berkeley, CA: Commander Cody and His Lost Planet Airmen/Asleep At The Wheel (Friday-Saturday)
Asleep At The Wheel were based in Paw-Paw, WV, and played Western Swing music with a rock beat. They generally gigged around the greater Washington, DC area. In 1971, they had opened for Commander Cody and His Lost Planet Airmen, and the Cody crew encouraged them to move to the East Bay. Asleep At The Wheel relocated to Oakland, and started playing regularly at local nightclubs. This booking was probably one of the first (if not the first) performances by the Wheel in the Bay Area. The Airmen were on the verge of releasing their debut album, and they could pack the Long Branch, so plenty of fans were going to hear Asleep At The Wheel.

October 10, 1971 Long Branch, Berkeley, CA: Earth Quake/Bittersweet (Sunday) October 12, 1971 Long Branch, Berkeley, CA: Hades (Tuesday) Hades, sometimes billed as the Hades Blues Band, or Hades Blues Works, was a local band. They had played the club back when it was called Babylon.

In the late 60s, guitarist Jimmy Thorsen, bassist Steve Wright and drummer John Cuniberti had been in a band called Traumatic Experience. With the addition of guitarist Craig Ferreira, they became Hades. Steve Wright would go on to play in the Greg Kihn Band, and John Cuniberti became an important engineer and producer, particularly for Bay Area punk rock acts.

October 14, 1971 Long Branch, Berkeley, CA: Vertek (Thursday) Vertek was probably a power trio from Red Bluff, CA, called Vertrek. They had played the Fillmore West audition night in May of 1969.

October 22-23, 1971 Long Branch, Berkeley, CA: Frank
Biner/Clover (Friday-Saturday)
Although Clover had been dropped by Fantasy Records, they had soldiered on. The quartet had added two new members, keyboard player Sean Hopper and singer/harmonica player Hugh Cregg. The new six-piece band leaned a little more toward funk than country, in a Marin County kind of way. Cregg's band nickname was "Huey Louie," generally spelled "Huey Louis." About 8 years later, Cregg and Hopper would form a new band, Huey Lewis and The News.

October 24, 1971 Long Branch, Berkeley, CA: Frank Biner/Bittersweet (Sunday) The lone album by Shanti, released by Atlantic Records in 1971 November 6, 1971 Long Branch, Berkeley, CA: Shanti/Osceola (Saturday)

Shanti was a conscious attempt to fuse rock music with Indian music. Zakir Hussain, the son of tabla master Ustad Allah Rakha, and himself a brilliant tabla player, was a Marin resident. Along with Sarod player Aashish Khan and tabla player Pranesh Khan, they combined with some conventional rock musicians to form an "electric" Indian/Rock fusion ensemble. Guitarist Neal Seidel was joined by singer/guitarist Steve Haehl, bassist Steve Leach and drummer Francisco Lupica. In the 60s, Lupica had played with Lee Michaels and had been in bands like The Travel Agency and the Loading Zone (where he used the name Frank Davis).

Shanti put out an album on Atlantic in 1971, recorded at Pacific High Recorders in San Francisco (PHR was probably actually Alembic Studios by this time, but they seemed to prefer to use the outdated name in some instances). I don't know when the Shanti album was released, but I believe it was actually in the Summer of 1971 (there was an event that seemed to be related to the album release at Mickey Hart's ranch in August). I have not heard the album, but descriptions of it suggest an intriguing experiment that didn't entirely succeed, a mixture of psychedelic rock songs with Indian embellishment, along with genuine efforts to merge electric rock and Indian music in an amplified setting.

Shanti played around the Bay Area until they broke up some time in 1972. Some of the Shanti members went on to have interesting careers, and many of them were Grateful Dead-adjacent.

Zakir Hussain was a key figure in the Ali Akbar Khan School Of Music, which had moved to Marin in 1971. An offshoot of the school was the Diga Rhythm Band, a percussion group that included Mickey Hart, who produced their album for Round Records in 1975. Diga Rhythm Band played a few public shows, and Jerry Garcia came and played at one in Golden Gate Park (on May 30, 1975). Francisco Lupica was the inventor of The Beam, and Mickey Hart and Dan Healy adopted the concept as part of the Grateful Dead's concert setup. Guitarist Neil Seidel seems to have had a substantial music career, although I think it was mostly in soundtrack work. Bassist Steve Leach became somewhat known as a producer, as Steven Wold, and in the 21st century, as a performer, as Seasick Steve.

Osceola was a band from Florida, who had moved to San Francisco around 1969. They had played around at places like The Family Dog on the Great Highway, and other clubs, but they never got to a higher tier.

November 7, 1971 Long Branch, Berkeley, CA: Osceola/Bittersweet (Sunday) Osceola returned to headline Sunday night. This appears to be the last show at the Long Branch until the first weekend in December. By triangulation, I am assuming that the full expansion to 350 patron capacity was completed in November.

December 3-4, 1971 Long Branch, Berkeley, CA: Country Weather/The Dogs (Friday-Saturday)
The Long Branch returned to business on the first weekend of December. Country Weather were the headliners, as they had been in May. The Dogs are unknown to me.

December 5, 1971 Long Branch, Berkeley, CA: Hades/Grayson Street (Sunday) The actual Grayson Street was a short street a few blocks from the Long Branch. The band Grayson Street were a sort of roots-rock band from the East Bay. This gig was probably one of their first shows.The band was co-led by harmonica player Rick Kellogg and tenor saxophonist Terry Hanck, both of whom sang. Grayson Street never recorded, but many of its members ended up working with Elvin Bishop, Coke Escovedo, Tower Of Power and others.

Grayson Street played the Long Branch as much or more than any band, including Earth Quake.

December 6, 1971 Long Branch, Berkeley, CA: Hades/Fluid Drive (Monday) Fluid Drive are unknown to me.

December 8, 1971 Long Branch, Berkeley, CA: Knee Deep/Grayson Street (Wednesday)
Knee Deep are unknown to me.

December 9, 1971 Long Branch, Berkeley, CA: Beefy Red/Linx (Thursday) Beefy Red was a Marin band, a 10-piece ensemble somewhat in the mold of the Sons Of

Champlin, with a horn section and jazzy solos. Band members included trumpeter Mark Isham, guitarist Barry Finnerty and drummer Jim Preston.

December 10, 1971 Long Branch, Berkeley, CA: Asleep At The Wheel/Linx (Friday) We don't need a review of Asleep At The Wheel's appearances with Commander Cody in October to know how they went down. Here they were two months later, headlining Friday night. The Wheel surely had the whole club up and dancing, and a lot of beer got sold.

Grootna's album was released by Columbia in December, 1971 December 11, 1971 Long Branch, Berkeley, CA: Grootna/Sopwith Camel (Saturday) By the time of this show, Grootna's album had been released by Columbia. Now, it's probably true that not that many people had heard it, but in those days that had an album was a "real" band, implicitly above other groups playing the clubs. Many of the songs on the album were written by the team of Alan Silverman (Slim Chance) and Audie DeLong (Austin DeLone). However, since Silverman was only listed as "Slim Chance" with no reference to his real name, and DeLong wasn't in the band, the "Siverman/DeLone" credits were confusing at the time.

Lost In The Ozone, the epic debut album by Commander Cody and His Lost Planet Airmen, released on Paramount Records in November 1971
December 17, 1971 Long Branch, Berkeley, CA: Commander Cody and His Lost Planet Airmen/Clover (Friday)
December 18, 1971 Long Branch, Berkeley, CA: Commander Cody and His Lost Planet Airmen/Around and Around (Saturday)
Commander Cody and His Lost Planet Airmen returned to headline a weekend at the newly-expanded Long Branch Saloon. In November, Paramount Records had released the Airmen's epic debut album, Lost In The Ozone. The album was instantly popular in the Bay Area.

Even more remarkably, the song "Hot Rod Lincoln" got airplay not only on FM radio, but Top 40 AM radio as well. Thanks to that Hot Rod Lincoln, the Airmen went from being just a popular Berkeley band to a draw all over the Bay Area.

Around and Around are unknown to me.

December 25 , 1971 Long Branch, Berkeley, CA: Linx/Frank Biner (Saturday) It's surprising that the Long Branch had a Christmas night show booked, but the Long Branch was a neighborhood joint. A lot of people in Berkeley were from somewhere else, and it's not like they could all FaceTime with their family.

December 29 , 1971 Long Branch, Berkeley, CA: Hades/Mojo Hand (Wednesday) December 30, 1971 Long Branch Around and Around/Mojo Hand (Thursday) I'm sure that the Long Branch had a Friday night New Year's Eve show, but I don't know who was booked. I assume it was some of the many bands that played the club regularly.

If anyone has additional information, corrections or insights about bands that played the Long Branch during this period, please put them in the Comments.

The Long Branch Saloon: May 1971-November 1976
The Long Branch lasted a little over five years, and closed around November 1976. It was mostly a thriving club during that period. Berkeley's population grew enormously, and the students lived farther and farther from campus, driving up rents all over Berkeley, Albany and North Oakland. The Keystone Berkeley opened in March, 1972, and the much larger club got the premier bookings. In particular, acts like Jerry Garcia, Elvin Bishop, Tower Of Power and Commander Cody found time to regularly play the Keystone, and rarely if ever played the Long Branch. So Keystone periodically got big draws, even on weeknights, while Long Branch had to depend on its regulars. Earth Quake and Grayson Street were regular performers at the Long Branch throughout most of the 5-year period it was open. Earth Quake in particular held down almost every Friday night for long periods.

Another regular band, The Rockets, started playing the Long Branch in 1972. Lead singer Eddie Mahoney (1949-2019), a former New York City police trainee, started calling himself "Eddie Money" in 1974. By July, 1974, they were Eddie Money and The Rockets, and then just Eddie Money. Eddie Money was picked up by the Bill Graham organization, and he went on huge success as a singer, selling millions of records. Songs like "Two Tickets To Paradise" and "Baby Hold On To Me" are very familiar to listeners of a certain age.

The Long Branch didn't look like this in 1971.

Afterwards
The Long Branch briefly re-opened as a music venue around November 1978. The club was run by the former proprietor of the Berkeley club Jerry's Stop Sign (yet another story) and used the name The Branch. It wasn't open for long.

For many years, 2504 San Pablo Avenue was a store called Good Vibrations. It wasn't a music store, but it was scandalous enough to live up to the Cabale history (don't google it at work).

Eventually, as Berkeley got more and more wealthy, gentrification finally got all the way down to Dwight Way and San Pablo Avenue. The building was completely remodeled, and re-opened as a restaurant. The new address is 2512 San Pablo Avenue, but it's the same location. The first restaurant I am aware of was called Sea Salt, which opened about 2009 or so. Sea Salt closed, though, and a new restaurant opened on November 11, 2014.

The Long Branch Saloon, at 2512 San Pablo Avenue, Berkeley, ca. 2019 The name of the new restaurant? The Long Branch Saloon. It says "Upscale comfort food is served in a stylish setting with open rafters & butcher-block tables." Given the turnover in Berkeley's population, it's likely that the locals think the Long Branch is just a reference to Dodge City--which it is--and don't see the nod to a hard-rockin' past. But maybe when a Barry Melton or a Huey Lewis drops by for some upscale comfort food, they pull up and think, "hey I know this joint..."
update 20230604: Historic Flyer
Reader Lydia B sent some historic flyers. Here's a sample from November 1973, front and back Long Branch November 1973 flyer, front (thanks Lydia B)

Long Branch November 1973 flyer, back (Beer 10 cents until 9 pm!) Appendix: Other Posts in the 1970s Rock Nightclubs Series Keystone Berkeley, 2119 University Avenue, Berkeley, CA: 1972 Performers List 3138 Fillmore Street, San Francisco, CA: The Matrix January-June 1970 Performers List (Matrix I)
Bay Area Rock Nightclub Survey: Berkeley, January-April 1974 (Bay Area '74 I) Loading Zone Performance List 1970
For subsequent posts in the 70s Rock Nightclubs series, see here.

POSTED BY ¬CORRY342¬AT¬7:15 AM¬
LABELS:¬1971,¬70S ROCK NIGHTCLUBS,¬BERKELEY,¬LONG BRANCH

FRIDAY , AUGUST 11, 2023
2504 San Pablo Avenue, Berkeley, CA: The Long Branch
Saloon, January-June 1972 Performers List (Long Branch
II)
The former site of The Long Branch Saloon in Berkeley, as it appeared in 2009 2504 San Pablo Avenue, Berkeley, CA: The Long Branch Saloon, January-June 1972 Performers List
By 1971, the live rock music market was evolving, and lots of entrepreneurs were noticing. Rock music had always been the province of teenagers, of course. But 60s rock music, with the likes of the Beatles, Bob Dylan and Cream, had raised the ante. Rock music fans didn't just "move on" when they turned 18. Those kids who were 15 when the Beatles had played Ed Sullivan in 1964 were past drinking age by 1971. They were still listening to rock music, and they took it seriously.

And while every rock fan wanted to see the most popular bands when they came to town, their options were expanding.

Rock fans in their 20s probably had a job, and a few more dollars than when they were teenagers.

They also didn't have parents constraining them, and they could drink. They weren't going to go to the Fairmont Hotel in San Francisco, but going on a date to a club where you could drink beer and dance was starting to seem like a viable idea.

In 1971, the University of California at Berkeley was expanding. It had never been a small school, but in the early 70s they added more and more students. California parents realized their kids could get a prestigious Ivy League-quality degree for the bargain price of around $212.50 a quarter. When those students graduated, many of them stuck around Berkeley. Rock music in the 60s had been oriented towards the Fillmore West and other big dance halls, but by the early 70s nightclubs were starting to book original bands, too. The city of Berkeley had lots of young people, a town that didn't object to long-haired hippies, and a generally central location.

There had been music clubs in Berkeley since World War 2, of course. But as the 70s dawned, the various music clubs in Berkeley started to evolve. The New Monk, near campus at University and Shattuck, shifted from being a fraternity hangout to a rock nightclub, and by the next year it would become the Keystone Berkeley. 2 miles South and West of the New Monk, Malcolm Williams ran Babylon, but he had big plans, too. In May, 1971, Williams doubled the size of Babylon, and re-opened it as The Long Branch.

The Long Branch had a capacity of about 350. Ironically, the biggest club in the Bay Area would be the Keystone Berkeley, just 2 miles from the Long Branch. The New Monk, at 2119 University, mainly a frat beer joint, would be taken over in 1972 by Freddie Herrera and become the Keystone Berkeley. The Keystone Berkeley officially held 476, but it was widely felt that more people were regularly crammed in. Thanks to regular performances throughout the 70s by Jerry Garcia, Tower Of Power, Elvin Bishop and others, the Keystone Berkeley became the premier nightclub gig in the Bay Area until about 1977.

The back of a Long Branch flyer, October '73 (thanks to Lydia Frazier Bosley), encouraging patrons to hang out at the club Bands would build a following at the Long Branch, and the bands that headlined weekends at the Branch would play weeknights at the Keystone Berkeley, with a built-in audience. Although it's hard to be sure, I think the Long Branch crowd lived relatively near the club, and was in the just-over-21 bracket. The Long Branch was definitely a hard-rocking club, with loud bands and patrons who liked to dance, with less of the University overlay that was included in the Keystone Berkeley audience. The Keystone was right near campus, so it's audience was broader but to some extent more snobby. The Long Branch was in West Berkeley, and less pretentious.

As a result, the Long Branch ended up being a sort of farm team for the Keystone Berkeley. That wasn't a bad thing, necessarily, for the bands themselves. Keystone Berkeley and Long Branch didn't have identical crowds. The Keystone was nearer to campus, and at least on weekends drew people from Alameda, Contra Costa and Marin counties. The Long Branch had a little bit younger crowd who just liked to go out, and probably mostly lived around Berkeley.

At the Long Branch, mostly the same bands played the club over and over. If a band could build an audience at Long Branch, the expectation was that their own regulars would see the band over and over. Earth Quake, for example, the archetype for a Long Branch band, could play a wide variety of exotic British Invasion cover songs, so that their regular fans didn't hear the exact same set every time.

In a previous post, I looked at all the known bookings for the Long Branch in it's opening year of 1971. This post will look at bookings at the Long Branch for the first half of 1972. If anyone has any updates, corrections, insights or interesting speculation, please included them in the Comments.

The Scenedrome listing in each week's Berkeley Barb was my main source for Long Branch bookings January 1, 1972 Long Branch, Berkeley, CA: Linx/Frank Biner Band (Saturday) The Long Branch was generally open from Wednesday through Sunday, with bands every night.

Wednesday was usually "audition night," with local bands that were hoping to build a following.

The Long Branch did not advertise in the local papers. There may have been some flyers around town (common in Berkeley at the time), but none from this period have surfaced. The entertainment listings for the Berkeley Barb or the San Francisco papers would usually include the weekend bookings for the Long Branch.

I have only noted dates where I could find a listing. Bands played the Long Branch over and over, so while some dates are missing, I have likely captured the weekend bands. The weeknights would have just featured local bands, for the most part, although a few of them would go on to success.

Linx played the Long Branch regularly, as well as other Berkeley clubs. They featured the teenage saxophonist Lenny Pickett, later to become well-known in Tower Of Power and then leading the Saturday Night Live band. Also in the group was Jonathan Waxman, who became a well-known chef in Manhattan.

Frank Biner was a popular local soul singer. Over the course of the 70s, Tower Of Power recorded a few of his songs, and he put out a few albums as a bandleader, but back in '71 Biner was just another guy working the clubs. Biner was originally from Chicago, where he had recorded a few singles, but he had moved to the East Bay in the late 60s.

January 7-8, 1972 Long Branch, Berkeley, CA: Yogi Phlegm/Frank Biner (Friday-Saturday)
Yogi Phlegm was the new name for the Sons Of Champlin. At the time, the Sons were not sure they had the rights to their name, and they also wanted to distinguish their newer music from their past sounds. Yogi Phlegm emphasized jamming, sometimes in pretty far-out formulations.

Now, they were still funky, and you could still dance to them, but there was more jazz and less R&B than the 60s lineup of the Sons.

The name "Yogi Phlegm" was a joke about Indian gurus. No one got it. Everyone hated it, particularly Bill Graham. Most club owners would advertise "Yogi Phlegm--formerly The Sons" anyway. The band reverted to being the Sons Of Champlin by the next year.

The Yogi Phlegm lineup had the old front line of Bill Champlin on vocals, organ and guitar, Geoff Palmer on keyboards and vibes and Terry Haggerty on lead guitar. The bassist was old Marin pal Dave Schallock, and the drummer was Bill Vitt. The band had dispensed with any horn players, leaving them more freedom to jam.

January 9, 1972 Long Branch, Berkeley, CA: Dennis Geyer Band/Hunun Dean (Sunday)
Dennis Geyer had been the guitarist and singer in a Wisconsin band called The New Blues. In 1968, they had relocated to San Francisco and added organ player Howard Wales. They changed their name to AB Skhy Blues Band, and had released an album on MGM. Wales and then Geyer had left AB Skhy, to be replaced by other players. Geyer continued to play around the Bay Area.

Hunun Dean is unknown to me.

January 13-14, 1972 Long Branch, Berkeley, CA: Wayne The Harp (Thursday-Friday) Wayne The Harp was guitarist Wayne Ceballos. Ceballos had led the Bay Area trio AUM (pronounced "Ohm") in the sixties. AUM had released two albums, and opened at both Fillmores as well. Ceballos still played the same kind of hard-driving blues guitar in his new group.

January 15, 1972 Long Branch, Berkeley, CA: Stoneground (Saturday) Stoneground had been put together by KSAN impresario Tom Donahue in 1970 for an intended movie about a "traveling Woodstock" called Medicine Ball Caravan. The Grateful Dead were booked for the movie, but backed out at the last minute. Stoneground had released their self-titled debut album on Warner Brothers in 1971, and then its followup, Family Album, later in that year. Among the key members of Stoneground were singers Sal Valentino, Lynne Hughes, Annie Sampson and Deirdre LaPorte. Guitarist Tim Barnes also sang. Pete Sears had been the pianist for the album, although he had been replaced by Cory Lerios by this time.

January 21-22, 1972 Long Branch, Berkeley, CA: Grootna/Knee Deep (Friday-Saturday)
Grootna was a Berkeley band that had arisen out of a 60s Berkeley band called Sky Blue.

Guitarist Vic Smith and singer (and sometime drummer) Anna Rizzo had teamed up with guitarist/writer Allan "Slim Chance" Silverman. Drummer Greg Dewey (from Mad River) was also in the band, along with a few others. The band played a batch of songs written by Silverman and his songwriting partner Austin DeLone. DeLone, however, was playing pubs in London with the band Eggs Over Easy. Everybody in Grootna had many links to numerous Berkeley ensembles.

Grootna's album had been released by Columbia in December 1971. Now, it's probably true that not that many people had heard it, but in those days that had an album was a "real" band, implicitly above other groups playing the clubs. Many of the songs on the album were written by the team of Alan Silverman (Slim Chance) and Audie DeLong (Austin DeLone). However, since Silverman was only listed as "Slim Chance" with no reference to his real name, and DeLong wasn't in the band, the "Siverman/DeLone" credits were confusing at the time.

Knee Deep is largely unknown to me. In 1973, they would change their name to The Titans.