San Luis Obispo City Council
April 19, 2022

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under this paragraph exceed Consultant’s proportionate percentage of fault. However, notwithstanding the previous sentence, in the event one or more defendants is unable to pay its share of defense costs due to bankruptcy or dissolution of the business, Consultant shall meet and confer with other parties regarding unpaid defense costs.
(d) The review, acceptance or approval of the Consultant’s work or work product by any indemnified party shall not affect, relieve or reduce the Consultant’s indemnification or defense obligations. This Section survives completion of the services or the termination of this contract. The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance.

18. Contract Assignment. The Contractor shall not assign, transfer, convey or otherwise dispose of the contract, or its right, title or interest, or its power to execute such a contract to any individual or business entity of any kind without the previous written consent of the City.

19. Termination for Convenience. The City may terminate all or part of this Agreement for any or no reason at any time by giving 30 days written notice to Contractor. Should the City terminate this Agreement for convenience, the City shall be liable as follows: (a) for standard or off-the-shelf products, a reasonable restocking charge not to exceed ten (10) percent of the total purchase price; (b) for custom products, the less of a reasonable price for the raw materials, components work in progress and any finished units on hand or the price per unit reflected on this Agreement. For termination of any services pursuant to this Agreement, the City’s liability will be the lesser of a reasonable price for the services rendered prior to termination, or the price for the services reflected on this Agreement. Upon termination notice from the City, Contractor must, unless otherwise directed, cease work and follow the City’s directions as to work in progress and finished goods.

20. Termination. If, during the term of the contract, the City determines that the Contractor is not faithfully abiding by any term or condition contained herein, the City may notify the Contractor in writing of such defect or failure to perform. This notice must give the Contractor a 10 (ten) calendar day notice of time thereafter in which to perform said work or cure the deficiency.

If the Contractor has not performed the work or cured the deficiency within the ten days specified in the notice, such shall constitute a breach of the contract and the City may terminate the contract immediately by written notice to the Contractor to said effect. Thereafter, neither party shall have any further duties, obligations, responsibilities, or rights under the contract except, however, any and all obligations of the Contractor’s surety shall remain in full force and effect, and shall not be extinguished, reduced, or in any manner waived by the terminations thereof.

In said event, the Contractor shall be entitled to the reasonable value of its services performed from the beginning date in which the breach occurs up to the day it received the City’s Notice of Termination, minus any offset from such payment representing the City’s damages from such breach. “Reasonable value” includes fees or charges for goods or services as of the last milestone or task satisfactorily delivered or completed by the Contractor as may be set forth in

City of San Luis Obispo
Specification No. 9xxxx
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the Agreement payment schedule; compensation for any other work, services or goods performed or provided by the Contractor shall be based solely on the City’s assessment of the value of the work-inprogress in completing the overall work scope.

The City reserves the right to delay any such payment until completion or confirmed abandonment of the project, as may be determined in the City’s sole discretion, so as to permit a full and complete accounting of costs. In no event, however, shall the Contractor be entitled to receive in excess of the compensation quoted in its proposal.

Item 5k
Department: Community Development
Cost Center: 4008
For Agenda of: 4/19/2022
Placement: Consent
Estimated Time: N/A
FROM: Michael Codron, Community Development Director
Prepared By: Teresa McClish, Housing Policy and Programs Manager SUBJECT: ALLOCATION OF AFFORDABLE HOUSING FUNDS TO THE HOUSING

AUTHORITY OF SAN LUIS OBISPO (HASLO) FOR THE ANDERSON
HOTEL ($1.7M) AND TO TRANSITIONS MENTAL HEALTH
ASSOCIATION FOR PALM STREET STUDIOS ($300K)

RECOMMENDATION
Adopt a Resolution entitled “A Resolution of the City Council of the City of San Luis Obispo, California, approving Affordable Housing Fund Awards to the Housing Authority of San Luis Obispo for the Anderson Inn in the amount of $1,700,000 and Transitions Mental Health Association for the Palm Street Studios in the amount of $300,000” allocating a total of $2,000,000 of State and Local Fiscal Recovery funds to be appropriated for the purpose of funding eligible affordable housing projects in the 2022- 23 Supplemental Budget, as follows:
1) Approve an allocation of Affordable Housing Funds in the amount of $1,700,000 to assist the Housing Authority of San Luis Obispo (HASLO) with the acquisition and rehabilitation of the Anderson Hotel (68 units for extremely low-income, special needs people); and
2) Approve an allocation of Affordable Housing Funds in the amount of $300,000 to assist Transitions Mental Health Association (TMHA) with the property acquisition and rehabilitation for 8 supportive housing apartments that will be dedicated to lowincome persons, located at 1118 Palm Street.

DISCUSSION
Background
The congressional American Rescue Plan Act (ARPA) approved $350 billion for state, local, territorial, and Tribal governments in form of the Coronavirus State and Local Fiscal Recovery Funds. This historic bill provides economic stimulus funding to the City of San Luis Obispo to reimburse lost revenue and help support economic recovery efforts. An initial $8.9 million was programmed into the 2021-23 Supplemental budget and it has since been increased to $13.5 million.

Item 5k
At the February 15, 2022, City Council meeting, the Council directed staff to prioritize ARPA funding towards housing and homelessness, and at the March 1, 2022, City Council meeting, the Council directed staff to return at the 2022-2023 Supplemental Budget to appropriate $2 million towards affordable housing that targets extremely low and very low income and/or homeless persons most impacted by COVID-19 and allocated through the City’s Affordable Housing Fund1. Lastly, unrelated and yet noteworthy, the City Council directed $1 million to the Infrastructure Investment Fund; and $100,000 to augment the Human Relations Commission annual Grants in Aid (GIA) cycle one time to further support health and human services programs or projects. All of this is subject to final adoption of the Supplemental Budget which is scheduled for a public hearing for adoption on June 7, 2022.

Overview of Requests
The Housing Authority of San Luis Obispo (HASLO) is requesting $1,700,000 to assist with the acquisition and preservation of the Anderson Hotel as affordable housing (Attachment B). HASLO has leased the property and has continued to work with the new private property owner who has indicated they wish to sell the property.

The City’s 6th Cycle Housing Element has identified the property as at risk of converting to another use, thus losing 68 units for the extremely low-income, special needs demographic that historically has occupied the hotel. This population has been significantly impacted by COVID-19 and is at risk of homelessness should permanent affordability not be secured.

The City Affordable Housing Funds will leverage state and federal funds including a $2 million Congressional Community Project sponsored by Congressman Carbajal, and ARPA funds allocated by the county. HASLO will commit 68 project-based Section 8 vouchers to the property, providing $700,000 in annual rent subsidies for residents at the Anderson Hotel, and ensuring that residents do not pay more than 30% of their actual income for rent, including utilities.

Transitions-Mental Health Association (TMHA) is requesting $300,000 for gap funding for the acquisition and rehabilitation of a structure to convert to six supportive housing apartments, add two separate on-bedroom accessory dwelling units, and one small office (Attachment C). The project is utilizing funding from the No Place Like Home grant and the San Luis Obispo’s Housing NOW program that THMA launched in 2014 (called 50Now) with the Housing Authority of San Luis Obispo (HASLO) to identify the 50 most vulnerable homeless individuals in the County and place them in permanent housing, and provide them with behavioral health treatment and services. The property will be deedrestricted affordable for a minimum of 55 years, available to TMHA clients who are low income. COVID-19 has impacted the supply of housing and this housing will enable the City to support a vulnerable population in perpetuity.

1 Council agenda report March 1, 2022
https://opengov.slocity.org/WebLink/DocView.aspx?id=156816&dbid=0&repo=CityClerk

Item 5k
Policy Context
Goal number 1 in the City’s Housing Element (HE) is Safety, and Program 1.7 states “Continue to support local and regional solutions to homelessness by funding supportive programs services and housing solutions.” The Anderson Hotel is listed and specifically discussed in Chapter Five of the Housing Element as one of three housing developments that is at risk of losing affordability restrictions and converting to market rate.

Additionally, providing financial assistance to affordable housing projects is a theme supported throughout the HE. HE Goal 2 is Affordability, which specifically states “Accommodate affordable housing production that helps meet the City’s quantified objectives.” HE Program 2.9 states “Assist with the issuance of tax-exempt bonds, tax credit financing, loan underwriting or other financial tools to help develop or preserve at least 20 affordable units annually through various programs.” Goal 3 in the HE is Housing Conservation, to Conserve existing housing and prevent the loss of safe housing and the displacement of current occupants, and Policies 3.2, 3.3, 3.5 and Programs 3.8 and 3.9 respectively state:
 “Discourage the removal or replacement of housing affordable to extremely low, very-low, low- and moderate income households, and avoid permit approvals, private development, municipal actions or public projects that remove or adversely impact such housing unless such actions are necessary to achieve General Plan objectives and: (1) it can be demonstrated that rehabilitation of lower-cost units at risk of replacement is financially or physically infeasible, or (2) an equivalent number of new units comparable or better in affordability and amenities to those being replaced is provided, or (3) the project will correct substandard, blighted or unsafe housing; and (4) removal or replacement will not adversely affect housing which is already designated, or is determined to qualify for designation as a historic resource”.
 “Encourage the construction, preservation, rehabilitation or expansion of residential hotels, group homes, integrated community apartments, and singleroom occupancy dwellings;”  “Encourage and support creative strategies for the rehabilitation and adaptation and reuse of residential, commercial, and industrial structures for housing;” and  “Continue to monitor and track affordable housing units at-risk of being converted to market rate housing annually and verify that tenants are properly noticed and aware of their rights. Provide resources to support the Housing Authority, and local housing agencies, purchase and manage at-risk units.”
 “Work annually with non-profit organizations, faith-based organizations, or the Housing Authority of the City of San Luis Obispo to encourage rehabilitation of residential, commercial, or industrial buildings to expand extremely low, very-low, low or moderate income rental housing opportunities.”
This request of HASLO and TMHA to increase housing affordability for low-income persons is in alignment with these goals and programs.

Item 5k

AWARD CRITERIA
In making its recommendations to City Council for how Affordable Housing funds should be allocated for affordable or special needs housing projects, staff used adopted criteria for the Affordable Housing Fund program (Attachment D), including eligibility, need, suitability, timing, financial effectiveness, and readiness. The following is an analysis of the request relative to the criteria.

Eligibility. Use of the AHF for the requested purpose will increase or improve the City’s affordable housing inventory and promote General Plan policies regarding housing, as follows:

Both HASLO’s and TMHA’s projects are eligible for Affordable Housing Funds because it increases the City’s affordable housing inventory and implements several General Plan policies regarding housing. The projects will increase the supply of affordable housing for sixty-eight and eight residents or families respectively, who are within the extremely low, very low, or low-income range.

Need. There exists a substantial or overarching need for the type of units to be assisted, as follows:

HASLO’s longest waiting list in terms of unit types is for 1-bedroom or studio units.

The Anderson Hotel consists of all 1-bedroom and studio apartments that are identified as at risk for being lost in the City’s affordable housing inventory.

TMHA houses over 250 clients annually with the goal of creating supported, permanent housing for adults with mental illness. Once opened, Palm Street Studios will provide eight housing units to this population. TMHA receives over 300 applications for their housing units, which demonstrates a clear continued need for this type of supported housing.

Suitability. The projects to be assisted are appropriate for location both in terms of land use and design, as follows:

Both proposed housing acquisitions has been chosen for close proximity to TMHA and County services. The Anderson Hotel is in the middle of downtown SLO. Palm Street Studios is .7 miles from Hope House Wellness Center on 1306 Nipomo Street, one mile away from TMHA headquarters on High Street, 1.1 miles from County Behavioral Health on Johnson Avenue, and 2.4 miles from Growing Grounds Nursery on Orcutt Road. Both projects are near the Ludwick Community Center and Santa Rosa Street, with easy access to rapid transit.

Item 5k
Timing. The projects would better serve the City’s needs if it were built immediately as opposed to later, as follows:

Both projects provide immediate housing. HASLO units include 68 Section 8 voucher eligible units for clients at or below 60% of the Area Median Income and long-term affordability would be ensured through recording of a new 55-year deed restriction.

TMHA received around 300 applications for the 34 units under construction in the Bishop Street Studios project, meaning there are approximately 266 community members in need of safe, supportive housing. TMHA knows that stable housing and recovery go hand-in-hand. Palm Street Studios will bring TMHA a few steps closer to providing housing for the hundreds of San Luis Obispo residents living with mental health diagnoses.

Financial Effectiveness. But for the requested assistance, the project would not be economically feasible; or AHF funding “leverages” significant additional funding from other sources, as follows:

Funding for the Anderson Hotel would constitute 4.6% of project funding, equivalent to $25,000 per unit (68 units). The project leverages direct congressional appropriation ($2 million), County ARPA funds ($2 million) and low-income housing tax credits ($26.4 million).

TMHA is currently in escrow for a purchase price of $1,185,000. The cost to convert the house to six (6) one-bedroom units and two (2) one-bedroom ADUs is approximately $1,815,000. TMHA is applying for $2.03M in No Place Like Home grant funding from the State of California and they have been successful in the past two years with an award of $1.49 million to purchase six units in the City of San Luis Obispo. While the numbers continue to get clearer, and relocation fees are an unbudgeted expense of $60,000, THMA anticipates the financial gap will be $865,000.

TMHA will raise a portion of this through a private capital campaign, and requests $300,000 in housing funds from the City of San Luis Obispo.

Readiness. The project has all necessary City approvals and is ready to proceed, as follows:

Both the Anderson Hotel and the Palm Street Studios projects do not need to obtain any City discretionary approvals.

Award of the City will enable HASLO to proceed with a highly competitive application for state low-Income tax credits in June 2022 and position the project to move forward with acquisition within the year.

Upon award of the City, THMA plans to immediately close escrow on the property.

HASLO and THMA will then make improvements to the units as needed and submit any plans to the City Building division as necessary

Item 5k
Public Engagement
As this is a request for Affordable Housing Funds, no public engagement is required.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act does not apply to the recommended actions in this report, because the action does not constitute a “Project” under CEQA Guidelines Sec. 15378. It is speculative during this funding phase to fully analyze the potential environmental impacts of the rehabilitation of each projects until full building plans are submitted.

FISCAL IMPACT
Budgeted: Yes Budget Year: 2021-2022
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing Cost
General Fund $ $ $ $
State
Federal
Fees
Other: AHF $2,000,000 $2,000,000 0 0
Total $2,000,000 $2,000,000 $0 0
This action will commit $2 million from the City’s allocation of the State and Local Fiscal Recovery Fund in accordance with the U.S. Treasury Final Rule for American Rescue Plan Act funding use.

Item 5k

ALTERNATIVES

1. Do not authorize AHF awards for the proposed projects. This action is not recommended because the project directly aligns with the Major City Goal for Housing and Homelessness and is consistent with the Housing Element of the General Plan.

2. Approve AHA awards for different amounts. The City Council can approve an award for a different amount other than the recommendation. This is not recommended as the projects have carefully considered their need for assistance and the amounts requested reflect what is needed for successful financing of the projects.

3. Continue consideration of the proposed awards. The City Council can direct staff to return with additional information regarding the funding request so that a final decision on the award amount can be made. Staff does not recommend this action because this delay in time would not allow for HASLO or TMHA to close gap funding needed to close escrow on the respective projects and properties.

ATTACHMENTS
A - Draft Resolution adopting allocation of Affordable Housing Funds to HASLO for the Anderson Hotel and THMA for Palm Street Studios
B - Request from HASLO for the Anderson Hotel
C - Request from THMA for Palm Street Studios
D - Resolution 9263 (2001 Series) Award Criteria for Affordable Housing Funds

R _____
RESOLUTION NO. _______ (2022 SERIES)

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS

OBISPO, CALIFORNIA, APPROVING AFFORDABLE HOUSING FUND

AWARDS TO THE HOUSING AUTHORITY OF SAN LUIS OBISPO FOR
THE ANDERSON INN IN THE AMOUNT OF $1,700,000 AND

TRANSITIONS MENTAL HEALTH ASSOCIATION FOR THE PALM
STREET STUDIOS IN THE AMOUNT OF $300,000
WHEREAS, the City Council of the City of San Luis Obispo met in the Council Chamber of City Hall, 990 Palm Street, San Luis Obispo, California, on April 19, 2022, for the purpose of considering requests for Affordable Housing Fund (AHF) assistance; and
WHEREAS, the proposed projects, The Anderson Inn, by The Housing Authority of San Luis Obispo (HASLO) and Palm Street Studios by Transitions Mental Health Association (TMHA) meet the award eligibility criteria established by the City Council; and
WHEREAS, Housing Element policies and programs encourage and support the preservation and rehabilitation of affordable housing in the City; and WHEREAS, the City Council has duly considered all evidence, including the testimony of the applicant, interested parties, and the evaluation and recommendations by staff at the said meeting; and
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo as follows:

SECTION 1. Findings. The City Council does hereby make the following findings in support of the proposed AHF awards:

1. Eligibility: Use of the AHF for the requested purposes will increase or improve the City's affordable housing inventory and promote General Plan policies regarding housing, as follows:

The Anderson Inn is eligible for Affordable Housing Funds because it improves and preserves the City's affordable housing inventory and implements several General Plan policies regarding housing. The project will preserve the supply of affordable housing for extremely low, very low, and low-income households with the construction of 68 units.

Resolution No. _____ (2022 Series) Page 2
R _____
The Palm Street Studios is eligible for Affordable Housing Funds because it improves and expands a structure to convert to 6 supportive housing apartments, add 2 separate on-bedroom accessory dwelling units and provide affordable housing for low income persons identified as the most vulnerable homeless individuals in the County and provide them with behavioral health treatment and services.

2. Need: There exists a substantial or overarching need for the types of units to be assisted, as follows:

HASLO’s longest waiting list in terms of unit types is for 1-bedroom or studio units. The Anderson consists of all 1-bedroom and studio apartments that are identified as at risk for being lost in the City’s affordable housing inventory.

TMHA houses over 250 clients annually with the goal of creating supported, permanent housing for adults with mental illness. Once opened, Palm Street Studios will provide 8 housing units to this population. TMHA receives over 300 applications for their housing units, which demonstrates a clear continued need for this type of supported housing.

3. Suitability: The projects to be assisted are appropriate for its location both in terms of land use and design, as follows:

Both proposed housing acquisitions has been chosen for close proximity to TMHA and County services. The Anderson Inn is in the middle of downtown SLO. Palm Street Studios is .7 miles from Hope House Wellness Center on 1306 Nipomo Street, 1 mile away from TMHA headquarters on High Street,

1.1 miles from County Behavioral Health on Johnson Avenue, and 2.4 miles from Growing Grounds Nursery on Orcutt Road. Both projects are near the Ludwick Community Center and Santa Rosa Street, with easy access to rapid transit.

4. Timing: The projects would better serve the City's needs if they were built immediately as opposed to later, as follows:

Both projects provide immediate housing. HASLO units include 68 Section 8 voucher eligible units for clients at or below 60% of the Area Median Income and long term affordability would be ensured through recording of a new 550year deed restriction.

Resolution No. _____ (2022 Series) Page 3
R _____
TMHA received around 300 applications for the 34 units under construction in the Bishop Street Studios project, meaning there are approximately 266 community members in need of safe, supportive housing. TMHA knows that stable housing and recovery go hand-in-hand. Palm Street Studios will bring TMHA a few steps closer to providing housing for the hundreds of San Luis Obispo residents living with mental health diagnoses.

5. Financial Effectiveness: But for the requested funding, the projects would not be economically feasible; or AHF funding "leverages" significant additional funding from other sources, as follows:

Funding for the Anderson Hotel would constitute 4.6% of project funding, equivalent to $25,000 per unit (68 units). The project leverages direct congressional appropriation ($2 million), County ARPA funds ($2 million) and low-income housing tax credits ($26.4 million).

TMHA is currently in escrow for a purchase price of $1,185,000. The cost to convert the house to six (6) one-bedroom units and two (2) one-bedroom ADUs is approximately $1,815,000. TMHA is applying for $2.03M in No Place Like Home grant funding from the State of California and they have been successful in the past two years with an award of $1.49 million to purchase 6 units in the City of San Luis Obispo. While the numbers continue to get clearer, and relocation fees are an unbudgeted expense of $60,000, THMA anticipates the financial gap will be $865,000. TMHA will raise a portion of this through a private capital campaign, and requests $300,000 in housing funds from the City of San Luis Obispo.

6. Readiness: The projects have all necessary City approvals and is ready to proceed, as follows:

Both the Anderson Inn and the Palm Street Studios projects do not need to obtain any City discretionary approvals.

Award of the City will enable HASLO to proceed with a highly competitive application for state low-Income tax credits in June 2022 and position the project to move forward with acquisition within the year.

Upon award of the City, THMA plans to immediately close escrow on the property.

HASLO and THMA will then make improvements to the units as needed and submit any plans to the City Building division as necessary. .

Resolution No. _____ (2022 Series) Page 4
R _____
SECTION 2. Environmental Determination. The project to award affordable housing funds is exempt from environmental review per the California Environmental Quality Act as it does not apply to the recommended actions in this report, because the action does not constitute a “Project” under CEQA Guidelines Sec. 15378.

SECTION 3. AHF Award for The Housing Authority of San Luis Obispo (HASLO) and Transitions Mental Health Association (TMHA). The City Council does hereby approve an AHF awards in an amount not to exceed $1,700,000, for HASLO and $300,000 for THMA subject to the following condition of approval:

Resolution No. _____ (2022 Series) Page 5
R _____

1. Prior to release of any portion of the AHF award, the applicants shall enter into an affordability agreement with the City.
 For HASLO’s project for the Anderson Hotel, it shall be for sixty-eight (68) for-rent affordable housing units located at 965 Monterey Street, for a term of fifty-five (55) years, which will be recorded against the title of the property.  For TMHA’s project for Palm Street Studio’s, it shall be for 8 for-rent affordable housing units located at 1118 Palm Street, for a term of fifty-five (55) years, which will be recorded against the title of the property.

Upon motion of Council Member ___________, seconded by Council Member ___________, and on the following roll call vote:

AYES:

NOES:

ABSENT:

The foregoing resolution was adopted this _____ day of _______________ 2022. ___________________________
Mayor Erica A. Stewart
ATTEST:
_______________________
Teresa Purrington, City Clerk
APPROVED AS TO FORM:
______________________
J. Christine Dietrick, City Attorney
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Luis Obispo, California, on ______________________. ___________________________
Teresa Purrington, City Clerk

Transitions-Mental Health Association
Inspiring hope, growth, recovery and wellness in our communities.

Transitions-Mental
Health Association
January 18, 2022Michael CodronDirector of Community Development City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Dear Michael,
This letter is to confirm the interest of Transitions-Mental Health Association (TMHA), a mental health and human services nonprofit located in San Luis Obispo County, to purchase and develop the property at 1118 Palm Street and convert it into 8 supportive housing apartments forlow income adults living with a mental illness. TMHA requests support from the City of SanLuis Obispo for a $300,000 gap in funding this project.

Project Description
The proposed project, located at 1118 Palm Street in the City of San Luis Obispo, addresses the critical need for extremely low-income housing to serve our most vulnerable populations. The goal is to provide supportive housing to 8 adults living with a mental illness who are homeless orare at risk ofhomelessness. The project cost is anticipated to be $2.95 million.The project plan is to construct 6 separate one bedroom apartments within the current building and add 2 one bedroom Accessory Dwelling Units in the backyard. The commissioned work will encompass:
• A remodel of the existing structure, to convert to 6 - one bedroom apartment units• Add 2 - separate one bedroom ADU's • One small office
TMHA hired Louisa Smith, an experienced local architect, to oversee the design. The exterior elevations will incorporate all details of the existing structure and recall its historic architecture.This property would be financed and operated by TMHA, with the units becoming part of the Post Office Box 15408 • San Luis Obispo, CA 93406 • P 805.540.6500 • F 805.540.6501 • www.t-mha.org Page 303 of 1208 agency's Housing Now, contracted with San Luis Obispo County's Department of Social Services.

In 2014, TMHA launched 50Now, a collaboration with the Housing Authority of San Luis Obispo (HASLO) and the County of SLO Department of Social Services. The program represented a strategic attempt to address chronic homelessness head on, by identifying the 50most vulnerable homeless individuals in the County, placing them in permanent housing, and providing behavioral health treatment, case management, and other services that will help them stabilize and maintain their housing. Client outcomes have been overwhelmingly positive, and the Board of Supervisors has renewed and expanded the program multiple times. Recently renamed Housing NOW, the program will increase the number of clients served from 70 to 80 inthe coming year. The property at 1118 Palm Street is a critical component of that strategic expansion.

Client Description
The target population, as per the No Place Like Home guidelines, will be adults having a SeriousMental Disorder who are Homeless, Chronically Homeless, or At-Risk of ChronicHomelessness. 100% of the units will be devoted to this target population. Each tenant will have the opportunity to engage with mental health services that are individual, confidential, and based on mutual tmst and respect. Services include both evidence-based practices and peermentorship, and are intended to help guide each person towards their highest self-sufficiency and sense ofwellbeing. The degree of support and services will be entirely directed by each tenant.

All services to the tenants will be voluntary and guided by the participant's choice in terms oftype, amount and timing. Each participant will be encouraged to reach their highest level of selfsufficiency possible through one on one assistance with social and life skills, such as budgeting, cooking and the management of symptoms. Tenants will receive support both on site and off site,inviting and encouraging tenants to participate in services and integrate into their community.The proposed housing acquisition has been chosen for close proximity to TMHA and County services. The property is .7 miles from Hope House Wellness Center on 1306 Nipomo Street, 1 mile away from TMHA headquarters on High Street, 1.1 miles from County Behavioral Health on Johnson Avenue, and 2.4 miles from Growing Grounds Nursery on Orcutt Road. The

property is adjacent to the Ludwick Community Center and Santa Rosa Street, with easy access to rapid transit.

Timeline and Funding RequestTMHA is currently in escrow for a purchase price of $1,185,000. The cost to convert the houseto six (6) one-bedroom units and two (2) one-bedroom ADUs is approximately $1,815,000.TMHA is applying for $2.03M in No Place Like Home grant funding from the State of California. We had a successful application with this program two years ago, and were awarded$1.49 million to purchase 6 units in the City of San Luis Obispo.While the numbers continue to get clearer, and relocation fees are an unbudgeted expense of$60,000, we anticipate the financial gap will be $865,000. TMHA will raise a portion of this through a private capital campaign, and requests $300,000 in inclusionary housing funds fromthe City of San Luis Obispo.

The timeline will be roughly:
® Close of escrow on 1118 Palm Street: January 18, 2022• Completion of floor plans and exterior elevations: January 2022 • Application deadline for No Place Like Home: January 19, 2022• Beginning of remodeling: January 2023• No Place Like Home Award Announcement: June 30, 2022• Completion of construction and installation ofADUs: August 2023 • TMHA Housing NOW clients move in: September 2023
Agency Housing Experience
TMHA has been operating housing programs with in-house property management services for over 40 years. TMHA's ability to provide multiple levels of service to our target population is fortified by our experience in managing the real estate and maintenance components of eachproject. TMHA owns five properties (a total of 65 beds) in San Luis Obispo County, and threeproperties (a total of 12 beds) in the city of Santa Maria. In partnership with the Housing Authority of San Luis Obispo, TMHA completed construction on Bishop Street Studios, a 34-unit project that received Federal Low Income Housing tax credits and other funding sources andhas 100% occupancy. TMHA's role ranges from that of property manager to landlord. As the

property owner and manager, TMHA is responsible for the continuing maintenance of the property. More significantly, we serve as a regular touchstone for both tenants and their serviceproviders.

TMHA is a member of the San Luis Obispo County Supportive Housing Consortium, which played an integral role in the development of the 2005 Consolidated Plan, including substantial input on the Continuum of Care for Homeless Persons Plan. TMHA's housing programs work inaccordance with these County initiatives and share the same fundamental goals. TMHA is also a member of the Homeless Services Oversight Council, and an ongoing collaborator on both the Homeless Enumeration Project and is involved in the updating of the current 10 Year Plan toEnd Homelessness.

The overarching vision ofTMHA Housing is one of a supportive, structured environment that is recovery-oriented. Our programs are designed to be responsive to and respectful of the profound journey every client experiences. The issues and challenges of this population can be more successfully addressed once the basic needs of housing and income are stabilized. Only with asecure living environment, assistance in accessing needed health care, attaining financialstability, receiving support and learning the basic skills necessary for independent living can recovery occur.

The issues ofhomelessness, mental illness, and low-income housing form a trifecta of pressing concern for our communities. This housing project can be a model for addressing these challenges in the years ahead.

For further information, do not hesitate to reach out to me at (805) 540-6505 or ibw(a)t-mha.org.Thank you for your consideration of this exciting project.

Warm Regards,
Jill Bolster WhiteExecutive Director

RESOLUTION NO. 9263 ( 2001 Series)

A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO

ESTABLISHING AWARD CRITERIA AND A REVIEW PROCESS FOR
ALLOCATING AFFORDABLE HOUSING FUNDS.

WHEREAS, the City Council adopted Ordinance 1348 ( 1999 Series) establishing an Affordable Housing Fund for the collection and distribution of in -lieu housing fees to promote affordable housing in San Luis Obispo; and
WHEREAS, as a result of the in -lieu fee payments to the City under the Inclusionary Housing Ordinance, the City has a balance of approximately $ 400,000 in the Affordable Housing Fund, and this fund is available to support affordable housing in San Luis Obispo at the sole discretion of the City Council; and WHEREAS, the City received requests by Judson Terrace Lodge and Sojourn Services, Inc. for the use of $215, 000 and $25,000, respectively, of Affordable Housing Funds; and to evaluate these and future funding requests in a fair and timely manner, Council wishes to establish award criteria and a review process for the Affordable Housing Fund; and
WHEREAS, the City Council held a meeting on December 4, 2001 to consider possible award criteria that balance the need to provide a fair, open and timely funding award process with the desire to maintain funding flexibility to address local housing needs and opportunities;
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo that based on its deliberations, public comments, the staff report, and on State law, the following:

SECTION 1. Affordable Housing Fund Award Criteria. The City Council establishes the following criteria for evaluating requests for use of the Affordable Housing Fund:

1. Eligibility. Use of the Affordable Housing Fund (AHF) for the requested purpose will increase or improve the City' s affordable housing inventory and promote General Plan policies regarding housing.

2. Need. There exists a substantial or overarching need for the type of housing to be assisted.

3. Suitability. The project to be assisted is appropriate for its location, both in terms of land use and design.

4. Timing. The project would be better serve the City' s needs if it were built immediately as opposed to later.

R 9263

I_
l
I O
Resolution No. 9263 ( 2001 Series)

5. Financial Effectiveness. But for the requested assistance, the project would not be economically feasible; or AHF funding " leverages" significant additional funding from other sources.

6. Readiness. The project has all necessary City approvals and is ready to proceed.

SECTION 2. Use ofAward Criteria. The Council will apply the above criteria when evaluating funding requests. Requests that most closely meet the criteria will be given the most favorable consideration in allocating Affordable Housing Funds. Under no circumstances is Council obligated to award Affordable Housing Funds. The decision whether to allocate funds and how much is at the sole discretion of the City Council whose decision is final.

SECTION 3. Review Process. The Community Development Director shall be responsible for processing requests for use of Affordable Housing Funds. Such requests shall usually be considered concurrent with review of the City' s Community Development Block Grant Program. The Director is authorized to bring urgent funding requests to the Council at any time, irrespective of the above review cycle.

SECTION 4. Funding Agreements. Recipients of Affordable Housing Funds shall be required to execute an agreement with the City describing the purpose and terms of funding. The project or program to be funded shall meet the City' s Affordable Housing Standards, including the requirement for an affordability term of at least thirty (30) years, and City equity participation in the project where feasible and appropriate. The City Administrative Officer is authorized to execute such agreements for the City.

Upon motion of Council Member Schwartz; seconded by Vice Mayor Marx, and on the following roll call vote:

AYES: Council Members Ewan, Mulholland,, Schwartz, Vice Mayor Marx, and Mayor Settle
NOES: None
ABSENT: None
The foregoing resolution was adopted this
4h
day of December 2001
ATTE T:
r
Lee Price, City Clerk.

1. Resolution No. 9263 ( 2001 Series)

APPROVED AS TO FORM:

Item 5l
Department: Community Development
Cost Center: 2001
For Agenda of: 4/19/2022
Placement: Consent
Estimated Time: NA
FROM: Brigitte Elke, Finance Director
Prepared By: Esteban Cano-Gutierrez, Financial Analyst – Infrastructure Financing SUBJECT: AUTHORIZE A REIMBURSEMENT AGREEMENT BETWEEN THE CITY OF SAN LUIS OBISPO AND CONNECT SLO PARTNERS, LLC.

RECOMMENDATION
Adopt a resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, approving a Reimbursement Agreement with Connect SLO Partners, LLC, from Transportation Development Impact Fees”.

DISCUSSION
Background
Connect SLO Partners, LLC, the developer of “The Connect” project (ARCH-1196-2017), installed a traffic signal at the intersection of Duncan Road, Orcutt Road and Sacramento Drive to comply with conditions of approval for the construction of the mixed-used development located at 3110 Duncan Lane (previously 950 Orcutt). This public improvement benefited not only the above-mentioned project, but also other properties surrounding the described area.

Section 16.20.110 of the City of San Luis Obispo Municipal Code provides that whenever improvements are required to be installed adjacent to property other than that being developed or in greater size or capacity than that required for the development, the developer of the improvements may be eligible for reimbursement upon the satisfaction of certain conditions, including but not limited to the capture of the cost associated with the public improvements within the current Transportation Impact Fee program.

One hundred percent of the costs for installation of a traffic signal at the Orcutt/Sacramento/Duncan intersection are included in the Citywide Transportation Impact Fee Program. The Developer has paid all applicable citywide Transportation Impact Fees and direct costs associated with design and construction of the public improvement and has not been fully reimbursed for eligible costs in the form of Transportation Impact Fee credits from the City related to the installation of such traffic signal approved by the City Engineer.

Item 5l
The Developer has submitted a reimbursement application and a certified statement showing the actual cost of the public improvements eligible for reimbursement in the amount of $312,156.08 which are to the satisfaction of both the City Engineer and the Infrastructure Financing Analyst and incorporated by reference to the Reimbursement Agreement (Attachment B) of the attach Resolution (Attachment A).

Therefore, staff recommends Council to adopt the Resolution approving the Reimbursement Agreement with Connect SLO Partners, LLC.

Previous Council or Advisory Body Action
The Architectural Review Commission adopted Resolution ARC-1017-18 approving The Connect project (ARCH-1196-2017) on September 17, 2018.

Policy Context
Section 16.20.110 of the City of San Luis Obispo Municipal Code provides the provisions related to developer’s reimbursements form development impact fees.

The public improvement (traffic signal installation at the intersection of Duncan Road, Orcutt Road and Sacramento Drive) is included as one of the projects within the current City’s Transportation Impact Fee program.

Public Engagement
This item is on the agenda for the April 19, 2022, City Council meeting and will follow all required postings and notifications. The public will have an opportunity to comment on this item at or before the meeting.

CONCURRENCE
The City’s Community Development and Public Works Departments concur with the recommended action.

ENVIRONMENTAL REVIEW
Construction and installation of the traffic signal at the intersection of Duncan Road, Orcutt Road and Sacramento Drive was reviewed as part of The Connect project approval (ARCH-1196-2017) and certified by the Architectural Review Commission on September 17, 2018, at which time the City found that the project was categorically exempt from the provisions of the California Environmental Quality Act (CEQA) because it consists of the redevelopment of the project site consistent with policies and standards applicable to development within a General Retail area, on a site less than five acres on size, with no value as habitat for endangered, rare, or threatened species, as describe in State CEQA Guidelines Section 15332 (Infill Development).

Item 5l

FISCAL IMPACT
Budgeted: No Budget Year: 2021-22
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General
Fund
$ $ $ $
State
Federal
TIF Fees $2,753,360.32 $312,156.08 $2,441,204.24 0
Other:

Total $2,753,360.32 $312,156.08 $2,441,204.24 $0
The Citywide Transportation Impact Fee account currently has an undesignated balance of $2,753,360.32, which excludes all funds already obligated to City capital improvement projects and other developer reimbursement commitments through the current FY2021- 23 Financial Plan. This balance can accommodate the total reimbursable amount for this project ($312,156.08) without impacting delivery of other current infrastructure and reimbursement commitments and will leave a remaining balance of in the citywide Transportation Impact Fee Fund of $2,441,204.24 for future capital project funding priorities.

ALTERNATIVES
Continue consideration of the proposed Reimbursement Agreement. Council may elect to continue consideration of the Reimbursement Agreement to provide additional clarifications or information needed to render a decision. Should Council elect this alternative, direction should be provided to staff as to the additional information needed for Council consideration.

ATTACHMENTS
A - Draft Resolution approving the Reimbursement Agreement with Connect SLO, LLC from Transportation Development Impact Fees
B – Exhibit A – Reimbursement Agreement with Connect SLO, LLC

R ______
RESOLUTION NO. _____ (2022 SERIES)

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS

OBISPO, CALIFORNIA, APPROVING A REIMBURSEMENT

AGREEMENT WITH CONNECT SLO PARTNERS, LLC, FROM

TRANSPORTATION DEVELOPMENT IMPACT FEES
WHEREAS, as conditions of the construction of Connect SLO Partner’s (the “Developer”) mixed-used project located at 3110 Duncan Lane (previously 950 Orcutt), known as The Connect (ARCH-1196-2017), required Traffic Signal Installation at the intersection of Duncan Road, Orcutt Road and Sacramento Drive (the “Public Improvements”); and
WHEREAS, these Public Improvements will also benefit properties other than those owned by the Developer; and
WHEREAS, Section 16.20.110 of the City of San Luis Obispo Municipal Code provides that whenever improvements are required to be installed adjacent to property other than that being developed or in greater size or capacity than that required for the development, the developer of the improvements may be eligible for reimbursement upon the satisfaction of certain conditions; and
WHEREAS, the costs associated with the Public Improvements are captured within the current Transportation Impact Fee program; and WHEREAS, the Developer has paid all applicable Citywide Transportation Impact Fees and direct costs associated with design and construction of the Public Improvements; and
WHEREAS, the Developer has not been fully reimbursed for eligible costs in the form of Transportation Impact Fee credits from the City related to the installation of the Public Improvements; and
WHEREAS, the City has approved the Developer’s installation of these Public Improvements per plans approved by the City Engineer; and WHEREAS, the Developer has submitted a reimbursement application and a certified statement showing the actual cost of the Public Improvements to the satisfaction of the City Engineer and Infrastructure Financing Analyst, incorporated by reference to the Reimbursement Agreement, attached hereto as Exhibit A; and WHEREAS, the Developer has substantiated their claim in the amount of $312,156.08 for costs related to the construction of the Public Improvements that exceed the Developer’s fair share as confirmed by the City Engineer.

Resolution No. _____ (2022 Series) Page 2
R ______
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo as follows/or that:

SECTION 1. The Reimbursement Agreement is hereby approved, and the Mayor is authorized to approve minor administrative revisions and execute said Agreement on behalf of the City.

SECTION 2. The Finance Director is authorized to administer and implement the “Reimbursement Agreement” as provided therein.

SECTION 3. The Mayor and City staff are authorized to take action necessary to carry out the intent of this Resolution

Resolution No. _____ (2022 Series) Page 3
R ______
SECTION 4. Environmental Review. Construction and installation of the traffic signal at the intersection of Duncan Road, Orcutt Road and Sacramento Drive was reviewed as part of The Connect project approval (ARCH-1196-2017), certified by the Architectural Review Commission on September 17, 2018 in which the City found that the project was categorically exempt from the provisions of the California Environmental Quality Act (CEQA) because it consists of the redevelopment of the project site consistent with policies and standards applicable to development within a General Retail area, on a site less than five acres on size, with no value as habitat for endangered, rare, or threatened species, as describe in State CEQA Guidelines Section 15332 (Infill Development).

Upon motion of Council Member ______________, seconded by Council Member ______________, and on the following roll call vote:

AYES:

NOES:

ABSENT:

The foregoing resolution was adopted this _____ day of _______________ 2022. ___________________________
Mayor Erica A. Stewart
ATTEST:
________________________
Teresa Purrington
City Clerk
APPROVED AS TO FORM:
________________________
J. Christine Dietrick
City Attorney
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Luis Obispo, California, on ______________________. ___________________________
Teresa Purrington
City Clerk

REIMBURSEMENT AGREEMENT BETWEEN CONNECT SLO PARTNERS, LLC, AND THE

CITY OF SAN LUIS OBISPO
THIS AGREEMENT is made and entered into this ____day of _______, 2022 by and between the CITY OF SAN LUIS OBISPO, a chartered municipal corporation of the State of California, herein referred to as “City”, and CONNECT SLO PARTNERS, LLC, a California Corporation, herein referred to as “Developer”.

WITNESSETH:

WHEREAS, as conditions of the construction of Developer’s mixed-used project located at 3110 Duncan Lane (previously 950 Orcutt), known as The Connect (ARCH-1196-2017), required Traffic Signal Installation at the intersection of Duncan Road, Orcutt Road and Sacramento Drive (the “Public Improvements”) (Architectural Review Commission Resolution No. ARC-1017-18); and WHEREAS, these Public Improvements will also benefit properties other than those owned by the Developer; and
WHEREAS, Section 16.20.110 of the City of San Luis Obispo Municipal Code provides that whenever improvements are required to be installed adjacent to property other than that being developed or in greater size or capacity than that required for the development, the developer of the improvements may be eligible for reimbursement upon the satisfaction of certain conditions; and WHEREAS, the costs associated with the Public Improvements are captured within the current Transportation Impact Fee program; and
WHEREAS, the Developer has paid all applicable Citywide Transportation Impact Fees and direct costs associated with design and construction of the Public Improvements; and WHEREAS, the Developer has not been fully reimbursed for eligible costs in the form of Transportation Impact Fee credits from the City related to the installation of the Public Improvements; and
WHEREAS, the City has approved the Developer’s installation of these Public Improvements per plans approved by the City Engineer.

NOW, THEREFORE, in consideration of the above, the City and Developer agree as follows:

1. The Developer has submitted a reimbursement application and a certified statement showing the actual cost of the Public Improvements to the satisfaction of the City Engineer and Infrastructure Financing Analyst, attached hereto as Exhibit A, and incorporated by reference. 








 






2. Developer has substantiated their claim in the amount of $312,156.08 for costs related to the construction of the Public Improvements that exceed the Developer’s fair share as confirmed by the City Engineer.

3. The City shall make payment of $312,156.08 to the Developer.

4. The payment will be made in totality in the following 30 days after City Council approval and following the City’s payables guidelines.

5. Limited City Obligation. The obligations arising from this Agreement are neither a debt of the City nor a legal or equitable pledge, charge, lien, or encumbrance upon any of its property or upon any of its income, receipts, or revenues, except the fees collected for the Public Improvements.

Neither the General Fund nor any other fund of the City, except the applicable fund(s) associated with the Transportation Impact Fee Program, shall be liable for the payment of any obligations arising from this Agreement. The credit or taxing power of the City is not pledged for the payment of any obligation arising from this Agreement. The Developer shall not compel the forfeiture of any of the City’s property to satisfy any obligations arising from this Agreement.

6. Conveyance of the Public Improvements. Once the Public Improvements are accepted and deemed satisfactory by the City, the Public Improvements automatically become the property of the City. The Developer shall take any and all actions necessary to convey to the City and vest in the City full, complete, and clear title to the Public Improvements that the Developer has constructed.

7. Delivery of Plans and Specifications. Prior to final acceptance of the Public Improvements by the City, the constructing Developer shall deliver to the City copies of all plans, specifications, shop drawings, as-built plans, operating manuals, service manuals, warranties and other documents relating to the design, construction, installation, and operation of the Public Improvements.

8. Liens, Claims, and Encumbrances. Prior to final acceptance of the Public Improvements by the City, the constructing Developer shall provide a written guarantee and assurance to the City that there are no liens, claims, or encumbrances on the Public Improvements, together with unconditional final releases from all contractors and material suppliers, and with copies of invoices and corresponding checks issued by the Developer for all items for which reimbursement is requested under this Agreement for the Public Improvements. Notwithstanding any other provision or term of this Agreement, the City shall have no obligation to make any reimbursement payments until the constructing Developer has cleared any and all liens, claims and encumbrances from the Public Improvements and provided the required documentation, guarantee and assurance in writing, to the satisfaction of the City.

9. Warranty and Repair. Developer hereby warrants the Public Improvements that it constructs as to materials and workmanship, and, should any failure of those Public Improvements occur within one (1) year after final acceptance thereof by the City, the Developer shall promptly cause the needed repairs to be made without cost to the City. The City is hereby authorized to make such repairs if the 








 






Developer fails to make or undertake with due diligence the aforesaid repairs within twenty (20) days after the City has given written notice of such failure. In case of an emergency where, in the sole opinion of the City Engineer, the delay would cause a serious hazard to the public, the necessary repairs may be made or lights, signs, and barricades erected, without prior notice to the Developer.

In all cases of failure of Public Improvements within the warranty period where the City has taken action per this paragraph, the Developer shall reimburse the City as appropriate for all costs, direct and indirect, incurred by the City.

10. Indemnity. The Developer, by execution of this Agreement, specifically agrees to assume the defense of, indemnify with counsel selected by the City, and hold harmless the City and its officers, employees, consultants, and agents (the “Indemnitees” from and against all liabilities, actions, damages, claims, losses or expenses of every type and description, including attorneys’ and consultants’ fees and expenses (collectively “Liabilities”), to which they may be subjected or put, by reason of, or resulting from, the acquisition, installation, or construction of the Public Improvements in conjunction with City's approval of the project (Architectural Review Commission Resolution No.

ARC-1017-18), except Liabilities arising from the sole negligence or willful misconduct of the City and/or the Indemnitees. This indemnification shall extend to Liabilities occurring after this Agreement is terminated as well as while it is in force.

11. No Third-Party Beneficiary. City does not assume any liability, duty or obligation to Developer’s contractors, subcontractors or agents by execution or performance of this Agreement and no contractors, subcontractors, agents, or any parties are third party beneficiaries of this Agreement

12. Attorney’s Fee. If any suit, action or proceeding in law or equity is brought to enforce the provisions of this Agreement, the prevailing party shall be entitled to reasonable costs and attorneys’ fees.

13. Notices. All written notices to the parties hereto shall be sent by United States mail, postage prepaid by registered or certified mail addressed as follows:

City Finance Department
City of San Luis Obispo
990 Palm St
San Luis Obispo, CA 93401
Attn: Esteban Cano
Contractor/Consultant Connect SLO Partners, LLC
3110 Duncan Lane
San Luis Obispo, CA 93401
Attn: Andrew Fuller
Either party may change its mailing address at any time by giving written notice of such changes to the other party in the manner provided herein.









 






14. Interpretation/Ambiguity. This Agreement was negotiated by the City and Developer, with the advice and assistance of their respective counsel, and shall not be construed in favor of or against either party, regardless of who may have drafted it or any of its terms. Any rule of construction to the effect that ambiguities are to be resolved against the drafting party shall not be applied in interpreting this Agreement.

15. Governing Law; Venue. This Agreement is made under, and shall in all respects be interpreted, enforced, and governed by, the laws of the State of California. In the event of a dispute concerning the terms of this Agreement, the venue for any legal action shall be with the appropriate court in the County of San Luis Obispo, State of California.

16. Incorporation by Reference. All exhibits and addenda attached hereto are hereby incorporated into this Agreement and made a part hereof. No oral agreement, understanding, or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral Agreement, understanding, or representation be binding upon the parties hereto.

17. Authority to Execute. Both City and Developer do covenant that each individual executing this agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year first above written.

CITY OF SAN LUIS OBISPO DEVELOPER
a municipal corporation and charter city

_______________________________ _____________________________ Erica A. Stewart Andrew Fuller
Mayor Manager
Connect SLO Partners, LLC
ATTEST:
_____________________________
Terresa Purrington, City Clerk
APPROVED AS TO FORM:
_____________________________
J. Christine Dietrick, City Attorney









 






Certificate Of Completion
Envelope Id: 7B5944C2B8F3484DB7A997D3E18B8C32 Status: Completed Subject: Please DocuSign: Connect SLO Reimbursement Agreement - 02.18.22 - Final.docx Source Envelope:

Document Pages: 4 Signatures: 1 Envelope Originator:

Certificate Pages: 4 Initials: 0 Esteban Cano
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
990 Palm Street
San Luis Obispo, CA 93422
[email protected]
IP Address: 104.129.199.32
Record Tracking
Status: Original
2/23/2022 2:08:38 PM
Holder: Esteban Cano
[email protected]
Location: DocuSign
Signer Events Signature Timestamp
Andrew Fuller
[email protected]
Manager
Security Level: Email, Account Authentication
(None) Signature Adoption: Drawn on Device
Using IP Address: 72.29.182.83
Sent: 2/23/2022 2:10:57 PM
Viewed: 2/23/2022 2:49:19 PM
Signed: 2/23/2022 2:49:37 PM
Electronic Record and Signature Disclosure:

Accepted: 2/23/2022 2:49:19 PM
ID: 79e87b08-a543-4b69-bafb-129bb8f9e392
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
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Completed Security Checked 2/23/2022 2:49:37 PM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure

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November 17, 2021
RE: Reimbursement for Amounts Exceeding TIF Credit given for Traffic Signal Installation Costs for the traffic signal located at the intersection of Duncan Road and Orcutt Road To Whom It May Concern,
Please accept this letter as a formal request for reimbursement for the amount of $312,156.08 paid by Connect SLO Partners, LLC that exceeds the Project’s TIF reimbursement credit of $171,810.00 for the design and installation of the traffic signal located at the intersection of Duncan Road and Orcutt Road. The total cost incurred for design and construction of the signal was $483,966.08. Enclosed you will find the following:
● Excerpts from email correspondence with city officials in regards to how the reimbursement amount will be calculated (excerpts show that the reimbursement method changed from fair share to a TIF credit and reimbursement over the given credit) ● Summary of Total Costs and a calculation of the requested reimbursement (Total cost less TIF credit received)
● Invoices/Billings/Change Orders/Proofs of Payment associated with the engineering, design, and installation of the traffic signal
Please review the enclosed and let us know if any further information is needed to move forward with the reimbursement.

Sincerely,
Andrew Fuller
Managing Partner
Connect SLO Partners, LLC
805-308-6000
[email protected]

REIMBURSEMENT CALCULATION

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Exported on November 17, 2021 9:33:02 AM PST Page 2 of 2

CITY OFFICIAL CORRESPONDENCE

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar29014435… 1/36 Fuller, Andrew <[email protected]>
Connect - 950 Orcutt
Fuller, Andrew <[email protected]> Thu, Aug 1, 2019 at 11:47 AM To: Andrew Fuller <[email protected]>
Forwarded Conversation
Subject: Connect - 950 Orcutt
------------------------
From: <[email protected]>
Date: Mon, Apr 2, 2018 at 3:43 PM
To: Crisp, Matthew <[email protected]>, <[email protected]> Cc: Bell, Kyle <[email protected]>, Fuller, Andrew <[email protected]>, John Blair <[email protected]>, Hannula, Hal <[email protected]> Hi Jake & Matt,
We are working with Kyle Bell on the conditions of approval for the proposed project at 950 Orcutt. FYI, the project now has a name. it is “Connect”.

Kyle directed us to speak directly to Transportation to discuss the traffic improvements necessary at the intersection of Orcutt & Duncan. Therefore, I am reaching out to you with our questions. We are trying to get our head wrapped around how it was determined that a traffic signal is required, what the overall anticipated costs are and what the project’s fair share contribution is likely to be.
fore, I
gy q We are trying to get our hea yg g d
wrapp g q , ed around how it was determined that a traffic signal is required, w the overall anticipated costs are and what the project’s fair share contribution is likely to be.

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar29014435… 2/36 It was made clear throughout the pre-application and completeness review that the project would pay its fair share of the traffic improvements as determined through a warrant analysis and that a fair share calculation would be made to determine the responsibility of the applicant. Through discussions with public works and transportation during the process it was stated that the project’s fair share would be a pretty minimal percentage of the overall costs. However, no actual calculation was referenced.

Can you please can you please provide a copy of the following items so that we can understand the financial impact to the project?
The warrant analysis that was used to determine that a traffic signal is required.

The estimated costs for the improvements.

The fair share calculation showing the project’s percentage.

I believe Kyle needs to have this resolved this week so your prompt attention is greatly appreciated.

Thanks a ton,
¬¬¬ Thom Jess¬¬¬¬ | Arris Studio Architects

1306 Johnson Avenue
San Luis Obispo, CA 93401
Ph:¬¬¬ 805/547.2240 ext 111
Email: [email protected]
It was made clear throughout the pre-application and completeness review that the project would pay its fair share of the traffic improvements as determined through a warrant analysis and that a fair share calculation would be made to determine the responsibility of the applicant. Through discussions with public works and transportation during the process it was stated that the project’s fair share would be a pretty minimal percentage of the overall costs.

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar29014435… 3/36 ----------
From: Hudson, Jake <[email protected]>
Date: Wed, Apr 4, 2018 at 9:39 AM
To: [email protected] <[email protected]>, Crisp, Matthew <[email protected]>
Cc: Bell, Kyle <[email protected]>, Fuller, Andrew <[email protected]>, John Blair <[email protected]>, Hannula, Hal <[email protected]> Tom,
Thank for reaching out…Matt is out sick today so I’ll take a crack at the background.

As far as how it was determined that a traffic signal is required…a traffic study was completed for the Creekston project just to the west of your project and identified that new development in the vicinity is creating an impact at Sacramento & Orcutt and that it was the estimated traffic from the 950 Orcutt project that was triggering a traffic signal warrant which mitigates the impact.

The 950 Orcutt project would typically trigger a traffic study, however since that Creekston one was just recently completed we are waiving the study requirement and using the information already available.….I’ll have Matt provide you with the traffic study and traffic signal warrant when he returns.

In order to justify a MND on your project and avoid a full EIR we have to condition the project to build the signal.

The signal is however a component of the new Citywide impact fee program so costs above and beyond your fair share proportionality will be eligible for reimbursement from the Creekston project’s fair share proportionality and eligible for partial crediting against your transportation impact fees due. Matt will be able to provide the actual percentages as well when he returns based on the traffic study and your project’s trip generation. Traffic signals typically so costs above and beyond your fair share proportionality will be eligible for reimbursement from the
The signal is however a component of the new Citywide impact fee program Creekston project’s fair share proportionality and
y p p y g
p j p p y
eligible for partial crediting against your transportation impact fees due.

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar29014435… 4/36 cost in the range of $200,000…however the crediting/reimbursement will be based on what your final cost is for constructing it. Once we get the percentages from Matt we can work out what the approximate net cost of the signal will be to your project after estimated reimbursements and crediting.

In regards to the pre-application I don’t have the full details on any differences between now and the pre-application comments.. changes may have occurred as a result of the adoption of the new impact fee program and other administrative, Planning Commission, or City Council actions. Kyle can give you a more detailed rundown of what pre-application comments represent, essentially its our best information we can provide at the time of the pre-application… however given the nature of pre-applications and the limited amount of information available at that time those comments are not final or binding.

Thanks,
Jake Hudson
Transportation Manager
Public Works
Transportation Planning & Engineering
919 Palm Street, San Luis Obispo, CA 93401-3218
E [email protected]
T 805.781.7255
C 805.431.4761
slocity.org
----------
From: <[email protected]>
g , …however the crediting/reimbursement will be
based on what your final cost is for constructing it.

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar29014435… 5/36 Date: Thu, Apr 5, 2018 at 8:51 AM
To: Hudson, Jake <[email protected]>, Crisp, Matthew
<[email protected]>
Cc: Bell, Kyle <[email protected]>, Fuller, Andrew <[email protected]>, John Blair <[email protected]>, Hannula, Hal <[email protected]>, Ken Brown <[email protected]>, Truitt Vance <[email protected]> Hi Jake,
Thanks for the response.

If I understand your comments correctly this is what I believe is being requested of the applicant.

The city would like the applicant is to install the traffic signal as part of the 950 Orcutt project.

A fair share analysis will be provided by the city indicating what percentage of the costs are the responsibility of the 950 Orcutt project.

Costs incurred by the 950 Orcutt project in excess of the project’s fair share will either be reimbursed by the city directly or will be credited against the project’s traffic impact fees.

My assumption is that traffic impact fees will be calculated when the building permit is pulled but don’t have to be paid until the certificate of occupancy. That will allow the actual costs associated with the traffic signal to be calculated and the appropriate credit agreed to so that the traffic impact fees paid by the project can be reduced by the appropriate amount before they are actually paid.

Here is a sample analysis based on purely fictional numbers but I think agreeing to the formula (not the actual numbers) now will help avoid confusion down the road. This analysis is assuming that the excess costs priate

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar29014435… 6/36 will be credited against the traffic impact fees. A direct reimbursement by the city would be similar.

Costs to design and install the traffic signal: $200,000 Projects fair share: 15% ($30,000)
Project costs in excess of fair share: $170,000
Project traffic impact fees before credit: $250,000
Actual traffic impact fees paid by project: $80,000 ($250,000 - $170,000)
Is this correct?
Thanks again,
----------
From: Truitt Vance <[email protected]>
Date: Fri, Apr 6, 2018 at 11:13 AM
To: Thom Jess <[email protected]>
Cc: Fuller, Andrew <[email protected]>, Ken Brown
<[email protected]>
Thom,
Please forward the response from the city if we weren't cc'd. --
Truitt Vance, PE
Ashley & Vance Engineering
Civil • Structural
1413 Monterey St. | San Luis Obispo, CA 93401
o.(805) 545-0010 x112

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 15/36 ----------
From: Hudson, Jake <[email protected]>
Date: Mon, Apr 9, 2018 at 1:55 PM
To: [email protected] <[email protected]>, Crisp, Matthew <[email protected]>
Cc: Bell, Kyle <[email protected]>, Fuller, Andrew <[email protected]>, John Blair <[email protected]>, Hannula, Hal <[email protected]>, Ken Brown <[email protected]>, Truitt Vance <[email protected]> Thom,
This is generally correct in concept…the only differences is that not all of the cost beyond fair share will be in credits, some might be in reimbursements from other developers. Also under the new Transportation Fee Program only 73% of the cost allocated to new development is being collected so that is the max credit that can be provided from the Transportation Impact Fee program, the Council would have to authorize reimbursement of the remaining 27% from another source.

Thanks,
Jake
----------
From: Fuller, Andrew <[email protected]>
Date: Mon, Apr 9, 2018 at 2:28 PM
To: Hudson, Jake <[email protected]>
Cc: [email protected] <[email protected]>, Crisp, Matthew <[email protected]>, Bell, Kyle <[email protected]>, John Blair <[email protected]>, Hannula, Hal <[email protected]>, Ken Brown <[email protected]>, Truitt Vance <[email protected]> Jake, might you provide a numeric example so that we may better understand your response? Thanks, Andy
rown

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 16/36 Andrew Fuller, CFA, 805-308-6003, andrew@fah.
com, [email protected], Recent Blog Posts
----------
From: Hudson, Jake <[email protected]>
Date: Mon, Apr 9, 2018 at 2:52 PM
To: Fuller, Andrew <[email protected]>
Cc: [email protected] <[email protected]>, Crisp, Matthew <[email protected]>, Bell, Kyle <[email protected]>, John Blair <[email protected]>, Hannula, Hal <[email protected]>, Ken Brown <[email protected]>, Truitt Vance <[email protected]> Here is a completely hypothetical breakdown.

Costs to design and install the traffic signal: $200,000 Projects fair share: 15% ($30,000)
Project costs in excess of fair share: $170,000
Traffic Impact Fee Credits $124,100
($170k Cost Above Fair Share * 73% In Fee Program = $124,100 Total Fee Program Credit)
Project traffic impact fees before credit: $250,000
Traffic Impact Fee Credits: $124,100
Total Traffic Impact Fees $125,900
Reimbursement from Other Developers $15,000
Here is a completely hypothetical breakdown.

Costs to design and install the traffic signal: $200,000 Traffic Impact Fee Credits
Project traffic impact fees before credit: $250,000
Traffic Impact Fee Credits:
,
$124,100

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 17/36 Reimbursement from General Fund/Other City Source (27% not in Fee program) if approved by Council $45,900
From: Fuller, Andrew <[email protected]>
Sent: Monday, April 09, 2018 2:28 PM
To: Hudson, Jake <[email protected]>
Cc: [email protected]; Crisp, Matthew <[email protected]>; Bell, Kyle <[email protected]>; John Blair <[email protected]>; Hannula, Hal <[email protected]>; Ken Brown <[email protected]>; Truitt Vance <[email protected]>
Subject: Re: Connect - 950 Orcutt
Jake, might you provide a numeric example so that we may better understand your response? Thanks, Andy
----------
From: Fuller, Andrew <[email protected]>
Date: Mon, Apr 9, 2018 at 3:24 PM
To: Hudson, Jake <[email protected]>
Cc: [email protected] <[email protected]>, Crisp, Matthew <[email protected]>, Bell, Kyle <[email protected]>, John Blair <[email protected]>, Hannula, Hal <[email protected]>, Ken Brown <[email protected]>, Truitt Vance <[email protected]> Thanks, so I understand it, we have to carry an additional amount which would be the greater of 200,000-124,000-30,000=46,000... or an increased amount if the actual cost to complete the signal was greater than $200,000. Questions: 1.) when would expect to receive the reimbursement from the other developers? 2.) what is the probability of the city not reimbursing us for its share from the general fund/other City source and if they approve same, when could be expect reimbursement? and finally 3.) what if our actual cost to install the signal was, for h
han

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 18/36 example, $250,000 vs the $200,000 estimate... how is this additional amount covered? Thanks again in advance for your next reply.

Andrew Fuller, CFA, 805-308-6003, andrew@fah.
com, [email protected], Recent Blog Posts
----------
From: Fuller, Andrew <[email protected]>
Date: Tue, Apr 17, 2018 at 11:27 AM
To: Hudson, Jake <[email protected]>
Cc: [email protected] <[email protected]>, Crisp, Matthew <[email protected]>, Bell, Kyle <[email protected]>, John Blair <[email protected]>, Hannula, Hal <[email protected]>, Ken Brown <[email protected]>, Truitt Vance <[email protected]> Jake, circling back you on this one. Please return your comments relating to my questions 1, 2, & 3 of the 9th, which in summary are:

1.) when likely, would we receive reimbursement from the other developers?

2.) what is the probability of the City not reimbursing us for its share from the general fund or another City source, and if they do approve same, when likely would we receive that reimbursement?

3.) what if our actual cost to install the signal is, for example, $250,000 vs the $200,000 estimate... how is this additional amount covered?
Thanks, Andy
Andrew Fuller, CFA, 805-308-6003, andrew@fah.
com, [email protected], Recent Blog Posts
On Mon, Apr 9, 2018 at 3:24 PM, Fuller, Andrew <[email protected]> wrote:

Thanks, so I understand it, we have to carry an additional amount which would be the greater of 200,000-124,000-30,000=46,000... or an increased amount if the actual cost to complete the signal was greater than

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 19/36 $200,000. Questions: 1.) when would expect to receive the reimbursement from the other developers? 2.) what is the probability of the city not reimbursing us for its share from the general fund/other City source and if they approve same, when could be expect reimbursement? and finally 3.) what if our actual cost to install the signal was, for example, $250,000 vs the $200,000 estimate... how is this additional amount covered? Thanks again in advance for your next reply.

Andrew Fuller, CFA, 805-308-6003, andrew@fah.
com, [email protected], Recent Blog Posts
On Mon, Apr 9, 2018 at 2:52 PM, Hudson, Jake <[email protected]> wrote:

Here is a completely hypothetical breakdown.

Costs to design and install the traffic signal: $200,000 Projects fair share: 15%
($30,000)
Project costs in excess of fair share: $170,000
Traffic Impact Fee Credits $124,100

($170k Cost Above Fair Share * 73% In Fee Program =
$124,100 Total Fee Program Credit)

Project traffic impact fees before credit: $250,000
Traffic Impact Fee Credits: $124,100
Total Traffic Impact Fees $125,900
Reimbursement from Other Developers $15,000

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 20/36 Reimbursement from General Fund/Other City Source (27% not in Fee program) if approved by Council $45,900
From: Fuller, Andrew <[email protected]>
Sent: Monday, April 09, 2018 2:28 PM
To: Hudson, Jake <[email protected]>
Cc: [email protected]; Crisp, Matthew <[email protected]>; Bell, Kyle <[email protected]>; John Blair <[email protected]>; Hannula, Hal <[email protected]>; Ken Brown <[email protected]>; Truitt Vance <[email protected]>
Subject: Re: Connect - 950 Orcutt
Jake, might you provide a numeric example so that we may better understand your response? Thanks, Andy
----------
From: Me via Boomerang <[email protected]>
Date: Tue, Apr 24, 2018 at 3:12 PM
To: <[email protected]>
Message moved to top of Inbox by Boomerang because there was no reply (view this conversation).

Don't want this notification email in the future? Go to https://b4g.baydin.com/ settings and uncheck the 'At the top of your Inbox' option under Settings.

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ep

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 21/36 ----------
From: Andrew Fuller <[email protected]>
Date: Fri, Apr 27, 2018 at 9:28 AM
To: Hudson, Jake <[email protected]>
Cc: Thom Jess <[email protected]>, Crisp, Matthew
<[email protected]>, Kyle Bell <[email protected]>, John Blair <[email protected]>, Hal Hannula, P.E. <[email protected]>, Ken Brown <[email protected]>, Truitt Vance <[email protected]> Jake, checking in again with you on these questions (below)... thanks for returning an answer(s) when you have an opportunity. Thanks, Andy

1.) when likely, would we receive reimbursement from the other developers?

2.) what is the probability of the City not reimbursing us for its share from the general fund or another City source, and if they do approve same, when likely would we receive that reimbursement?

3.) what if our actual cost to install the signal is, for example, $250,000 vs the $200,000 estimate... how is this additional amount covered?
Andrew Fuller, CFA, 805-308-6003, andrew@fah.
com, [email protected], Recent Blog Posts
----------
From: Hudson, Jake <[email protected]>
Date: Fri, Apr 27, 2018 at 10:15 AM
To: Andrew Fuller <[email protected]>
Cc: Thom Jess <[email protected]>, Crisp, Matthew
<[email protected]>, Bell, Kyle <[email protected]>, John Blair <[email protected]>, Hannula, Hal <[email protected]>, Ken Brown <[email protected]>, Truitt Vance <[email protected]> Matt will be getting back to you on this.

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 22/36 From: Andrew Fuller <[email protected]>
Sent: Friday, April 27, 2018 9:28 AM
To: Hudson, Jake <[email protected]>
Cc: Thom Jess <[email protected]>; Crisp, Matthew
<[email protected]>; Bell, Kyle <[email protected]>; John Blair <[email protected]>; Hannula, Hal <[email protected]>; Ken Brown <[email protected]>; Truitt Vance <[email protected]> Subject: Re: Connect - 950 Orcutt
Jake, checking in again with you on these questions (below)... thanks for returning an answer(s) when you have an opportunity. Thanks, Andy

1.) when likely, would we receive reimbursement from the other developers?

2.) what is the probability of the City not reimbursing us for its share from the general fund or another City source, and if they do approve same, when likely would we receive that reimbursement?

3.) what if our actual cost to install the signal is, for example, $250,000 vs the $200,000 estimate... how is this additional amount covered?
Andrew Fuller, CFA, 805-308-6003, andrew@fah.
com, [email protected], Recent Blog Posts

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 23/36 ----------
From: Andrew Fuller <[email protected]>
Date: Fri, Apr 27, 2018 at 10:20 AM
To: Hudson, Jake <[email protected]>
Cc: Thom Jess <[email protected]>, Crisp, Matthew
<[email protected]>, Kyle Bell <[email protected]>, John Blair <[email protected]>, Hal Hannula, P.E. <[email protected]>, Ken Brown <[email protected]>, Truitt Vance <[email protected]> Thanks
Andrew Fuller, CFA, 805-308-6003, andrew@fah.
com, [email protected], Recent Blog Posts
----------
From: Me via Boomerang <[email protected]>
Date: Tue, May 1, 2018 at 10:21 AM
To: <[email protected]>
----------
From: Andrew Fuller <[email protected]>
Date: Wed, May 2, 2018 at 10:11 AM
To: Hudson, Jake <[email protected]>, Crisp, Matthew
<[email protected]>
Cc: Thom Jess <[email protected]>, Kyle Bell <[email protected]>, John Blair <[email protected]>, Hal Hannula, P.E.
<[email protected]>, Ken Brown <[email protected]>, Truitt Vance <[email protected]>

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 24/36 Matt, Can we get a responce on this one? Thanks
Andrew Fuller, CFA, 805-308-6003, andrew@fah.
com, [email protected], Recent Blog Posts
----------
From: Crisp, Matthew <[email protected]>
Date: Wed, May 2, 2018 at 10:24 AM
To: Andrew Fuller <[email protected]>, Hudson, Jake <[email protected]> Cc: Thom Jess <[email protected]>, Bell, Kyle <[email protected]>, John Blair <[email protected]>, Hannula, Hal <[email protected]>, Ken Brown <[email protected]>, Truitt Vance
<[email protected]>
Hi Andrew,
The 950 Orcutt owners will be reimbursed from other developers when those developers pay their fees to the City. The City will basically administer their fair share once they pay their fees.

I don’t think that I could answer the question regarding Council.

The actual fees will be adjusted to the actual costs. Those numbers will be reconciled at the end of the project improvements.

Thank you,
The actual fees will be adjusted to the actual costs. Those numbers will be reconciled at the end of the project improvements.

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 25/36 Matthew Crisp
Transportation Planner/Engineer III
Public Works
Transportation Planning/Engineering
919 Palm Street, San Luis Obispo, CA 93401-3218
E [email protected]
T 805.783.7707
slocity.org
From: Andrew Fuller <[email protected]>
Sent: Wednesday, May 02, 2018 10:11 AM
To: Hudson, Jake <[email protected]>; Crisp, Matthew
<[email protected]>
Cc: Thom Jess <[email protected]>; Bell, Kyle <[email protected]>; John Blair <[email protected]>; Hannula, Hal <[email protected]>; Ken Brown <[email protected]>; Truitt Vance
<[email protected]>
Subject: Re: Connect - 950 Orcutt
Matt, Can we get a responce on this one? Thanks
Andrew Fuller, CFA, 805-308-6003, andrew@fah.
com, [email protected], Recent Blog Posts

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 26/36 On Fri, Apr 27, 2018 at 10:20 AM Andrew Fuller <[email protected]> wrote:

Thanks
Andrew Fuller, CFA, 805-308-6003, andrew@fah.
com, [email protected], Recent Blog Posts
On Fri, Apr 27, 2018 at 10:15 AM Hudson, Jake <[email protected]> wrote:

Matt will be getting back to you on this.

From: Andrew Fuller <[email protected]>
Sent: Friday, April 27, 2018 9:28 AM
To: Hudson, Jake <[email protected]>
Cc: Thom Jess <[email protected]>; Crisp, Matthew
<[email protected]>; Bell, Kyle <[email protected]>; John Blair <[email protected]>; Hannula, Hal <[email protected]>; Ken Brown <[email protected]>; Truitt Vance
<[email protected]>
Subject: Re: Connect - 950 Orcutt
Jake, checking in again with you on these questions (below)... thanks for returning an answer(s) when you have an opportunity. Thanks, Andy

1.) when likely, would we receive reimbursement from the other developers? ks
y

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 27/36

2.) what is the probability of the City not reimbursing us for its share from the general fund or another City source, and if they do approve same, when likely would we receive that reimbursement?

3.) what if our actual cost to install the signal is, for example, $250,000 vs the $200,000 estimate... how is this additional amount covered?
Andrew Fuller, CFA, 805-308-6003, andrew@fah.
com, [email protected], Recent Blog Posts
Error! Filename not specified.
¬¬¬ Thom Jess¬¬¬¬ | Arris Studio Architects
Error! Filename
not specified.
1306 Johnson Avenue
San Luis Obispo, CA 93401
Ph:¬¬¬ 805/547.2240 ext 111
Email: [email protected]
From: Hudson, Jake <[email protected]>
Sent: Wednesday, April 4, 2018 9:40 AM
To: [email protected]; Crisp, Matthew
From: Hudson, Jake <[email protected]
Sent: Wednesday, April 4, 2018 9:40 AM
: [email protected]; Crisp, Matthew

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 28/36 <[email protected]>
Cc: Bell, Kyle <[email protected]>; 'Fuller, Andrew'
<[email protected]>; John Blair <[email protected]>;
Hannula, Hal <[email protected]>
Subject: RE: Connect - 950 Orcutt
Tom,
Thank for reaching out…Matt is out sick today so I’ll take a crack at the background.

As far as how it was determined that a traffic signal is required… a traffic study was completed for the Creekston project just to the west of your project and identified that new development in the vicinity is creating an impact at Sacramento & Orcutt and that it was the estimated traffic from the 950 Orcutt project that was triggering a traffic signal warrant which mitigates the impact. The 950 Orcutt project would typically trigger a traffic study, however since that Creekston one was just recently completed we are waiving the study requirement and using the information already available.….I’ll have Matt provide you with the traffic study and traffic signal warrant when he returns. In order to justify a MND on your project and avoid a full EIR we have to condition the project to build the signal.

The signal is however a component of the new Citywide impact fee program so costs above and beyond your fair share
proportionality will be eligible for reimbursement from the Creekston project’s fair share proportionality and eligible for partial crediting against your transportation impact fees due. Matt will be able to provide the actual percentages as well when he returns based on the traffic study and your project’s trip generation. Traffic signals typically cost in the range of $200,000…however the crediting/reimbursement will be based on what your final cost is for constructing it. Once we get the 3… 28/36
<[email protected]>
Cc: y.org>; 'Fuller, Andrew'
p@ y g
: Bell, Kyle <KBell@slocity g ; ,
<[email protected]>; John Blair <[email protected]>;
, y @ y
@ ; j @
Hannula, Hal <[email protected]>
Subject:
,
RE: Connect - 950 Orcutt
@ y
Tom,
Thank for reaching out…Matt is out sick today so I’ll take a crack at the background.

As far as how it was determined that a traffic signal is required… a traffic study was completed for the Creekston project just to the west of your project and identified that new development in the vicinity is creating an impact at Sacramento & Orcutt and that it was the estimated traffic from the 950 Orcutt project that was triggering a traffic signal warrant which mitigates the impact. The 950 Orcutt project would typically trigger a traffic study, however since that Creekston one was just recently completed we are waiving the study requirement and using the information already available.….I’ll have Matt provide you with the traffic study and traffic signal warrant when he returns. In order to justify a MND on your project and avoid a full EIR we have to condition the project to build the signal.

The signal is however a component of the new Citywide impact fee program so costs above and beyond your fair share
proportionality will be eligible for reimbursement from the Creekston project’s fair share proportionality and eligible for partial crediting against your transportation impact fees due. Matt will be able to provide the actual percentages as well when he returns based on the traffic study and your project’s trip generation. Traffic signals typically cost in the range of $200,000…however the crediting/reimbursement will be based on what your final cost is for constructing it. Once we get the

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 29/36 percentages from Matt we can work out what the approximate net cost of the signal will be to your project after estimated reimbursements and crediting.

In regards to the pre-application I don’t have the full details on any differences between now and the pre-application comments.. changes may have occurred as a result of the adoption of the new impact fee program and other administrative, Planning Commission, or City Council actions. Kyle can give you a more detailed rundown of what pre-application comments represent, essentially its our best information we can provide at the time of the pre-application… however given the nature of preapplications and the limited amount of information available at that time those comments are not final or binding.

Thanks,
Jake Hudson
Transportation Manager
Error! Filename not specified.

Public Works
Transportation Planning & Engineering
919 Palm Street, San Luis Obispo, CA 93401-3218
E [email protected]
T 805.781.7255
C 805.431.4761
slocity.org
percentages from Matt we can work out what the approximate net cost of the signal will be to your project after estimated p
et cost of g
reimbursements and crediting.

In regards to the pre-application I don’t have the full details on any differences between now and the pre-application comments.. changes may have occurred as a result of the adoption of the new impact fee program and other administrative, Planning Commission, or City Council actions. Kyle can give you a more detailed rundown of what pre-application comments represent, essentially its our best information we can provide at the time of the pre-application… however given the nature of preapplications and the limited amount of information available at that time those comments are not final or binding.

Thanks,
Jake Hudson
Transportation Manager
Error! Filename not specifie

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 30/36 From: [email protected] <[email protected]>
Sent: Monday, April 02, 2018 3:44 PM
To: Crisp, Matthew <[email protected]>; Hudson, Jake
<[email protected]>
Cc: Bell, Kyle <[email protected]>; 'Fuller, Andrew'
<[email protected]>; John Blair <[email protected]>;
Hannula, Hal <[email protected]>
Subject: Connect - 950 Orcutt
Hi Jake & Matt,
We are working with Kyle Bell on the conditions of approval for the proposed project at 950 Orcutt. FYI, the project now has a name. it is “Connect”.

Kyle directed us to speak directly to Transportation to discuss the traffic improvements necessary at the intersection of Orcutt & Duncan. Therefore, I am reaching out to you with our questions.

We are trying to get our head wrapped around how it was determined that a traffic signal is required, what the overall anticipated costs are and what the project’s fair share contribution is likely to be.

It was made clear throughout the pre-application and
completeness review that the project would pay its fair share of the traffic improvements as determined through a warrant analysis and that a fair share calculation would be made to determine the responsibility of the applicant. Through
discussions with public works and transportation during the process it was stated that the project’s fair share would be a pretty minimal percentage of the overall costs. However, no actual calculation was referenced.

9/13/21, 12:08 PM Fuller Apartment Homes, Inc. Mail - Connect - 950 Orcutt https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-a%3Ar2901443573064737323&simpl=msg-a%3Ar2901443… 31/36 Can you please can you please provide a copy of the following items so that we can understand the financial impact to the project?
The warrant analysis that was used to determine that a
traffic signal is required.

The estimated costs for the improvements.

The fair share calculation showing the project’s percentage.

I believe Kyle needs to have this resolved this week so your prompt attention is greatly appreciated.

Thanks a ton,
¬¬¬ Thom Jess¬¬¬¬ | Arris Studio Architects
Error! Filename
not specified.
1306 Johnson Avenue
San Luis Obispo, CA 93401
Ph:¬¬¬ 805/547.2240 ext 111
Email: [email protected]

9/13/21, 11:29 AM Fuller Apartment Homes, Inc. Mail - Connect Project (formerly 950 Orcutt) Traffic Signal Reimbursement https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-f%3A1707996704623885932&simpl=msg-f%3A170799670462… 1/3 Fuller, Andrew <[email protected]>
Connect Project (formerly 950 Orcutt) Traffic Signal
Reimbursement
Crisp, Matthew <[email protected]> Fri, Aug 13, 2021 at 9:36 AM To: "Fuller, Andrew" <[email protected]>
Cc: "Fuller, Jordan" <[email protected]>, "Bell, Kyle" <[email protected]> According to the building permit fees that are listed out this project paid at a rate of $6.42/sqft. I’m not sure where that archive info on our website is found if you’re looking for a table. It surely is in a council report from that time when it was adopted. Maybe Kyle can help? The credit, however, was given on the full size/full fee units which was $171,810.00 and not the discounted “rate based” units. I have attached a cleaner scan of the building permit that shows the fees and credits for this project. Let me know if you have any other questions or comments, or need anything for the documentation of the reimbursement package. Thank you.

Matthew Crisp, PE
Transportation Planner/Engineer III
Public Works
Transportation Planning/Engineering
919 Palm Street, San Luis Obispo, CA 93401-3218
E [email protected]
T 805.783.7707
slocity.org
Stay connected with the City by signing up for e-notifications For updates on COVID-19 and how to access City services during COVID, visit slocity.org/covid19

9/13/21, 11:29 AM Fuller Apartment Homes, Inc. Mail - Connect Project (formerly 950 Orcutt) Traffic Signal Reimbursement https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-f%3A1707996704623885932&simpl=msg-f%3A170799670462… 2/3 From: Fuller, Andrew <[email protected]>
Sent: Thursday, August 12, 2021 7:34 PM
To: Crisp, Matthew <[email protected]>
Cc: Fuller, Jordan <[email protected]>; Bell, Kyle <[email protected]> Subject: Re: Connect Project (formerly 950 Orcutt) Traffic Signal Reimbursement
Our app was deemed complete Feb 13, 2018. see attached
On Thu, Aug 12, 2021 at 7:27 PM Fuller, Andrew <[email protected]> wrote:

Thanks Matt, and do you have the SF rate we should have been charged per the date our app was complete vs the 6.94 you used for your calc? I am assuming it was something less as discussed over the phone this morning.
[Quoted text hidden]
[Quoted text hidden]
SLOUNIFLOW_919 LayoutTable Copier iRC5250 Color_0513_001.pdf 94K

9/13/21, 11:29 AM Fuller Apartment Homes, Inc. Mail - Connect Project (formerly 950 Orcutt) Traffic Signal Reimbursement https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-f%3A1707996704623885932&simpl=msg-f%3A170799670462… 3/3 Page 357 of 1208 9/13/21, 9:54 AM Fuller Apartment Homes, Inc. Mail - Duncan/Orcutt Traffic Signal https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-f%3A1670501434446041387&simpl=msg-f%3A167050143444… 1/3 Fuller, Andrew <[email protected]>
Duncan/Orcutt Traffic Signal
Van Beveren, Daniel <[email protected]> Thu, Jun 25, 2020 at 12:44 PM To: "Fuller, Andrew" <[email protected]>, Brad Chambless
<[email protected]>
Cc: Adam Sargeant <[email protected]>, Jeff Gonzales <[email protected]>, Ken Brown <[email protected]>, "LaFreniere, Matt" <[email protected]>, Kathleen Allwine <[email protected]>
Andrew – Here is the revised cost breakdown and fee determination.

Based on a project valuation of $94,420 (per attached worksheet), the following represents the revised fee amount:

Improvement Plan Check: $11,088.07
Construction Inspection: $8,339.89
IT Surcharge: $338.19
TOTAL $19,766.15
Please contact Matt LaFreniere for questions regarding the payment of this fee.

Thanks,
Dan

9/13/21, 9:54 AM Fuller Apartment Homes, Inc. Mail - Duncan/Orcutt Traffic Signal https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-f%3A1670501434446041387&simpl=msg-f%3A167050143444… 2/3 Daniel Van Beveren
Senior Civil Engineer
Community Development
Engineering Development Review
919 Palm Street, San Luis Obispo, CA 93401-3218
E [email protected]
T 805.781.7575
slocity.org
From: Fuller, Andrew <[email protected]>
Sent: Thursday, June 25, 2020 12:27 PM
To: Brad Chambless <[email protected]>; Van Beveren, Daniel <[email protected]>
Cc: Adam Sargeant <[email protected]>; Jeff Gonzales <[email protected]>; Ken Brown <[email protected]>; LaFreniere, Matt <[email protected]>; Kathleen Allwine <[email protected]>
Subject: Re: Duncan/Orcutt Traffic Signal
Dan, will what Brad forwarded suffice? Thanks
SLOUNIFLOW_919 Copyroom Copier iRC5250 Color_0838_001.pdf

9/13/21, 9:54 AM Fuller Apartment Homes, Inc. Mail - Duncan/Orcutt Traffic Signal https://mail.google.com/mail/u/0?ik=e4f3ac1191&view=pt&search=all&permmsgid=msg-f%3A1670501434446041387&simpl=msg-f%3A167050143444… 3/3 20K

DESIGN AND ENGINEERING

COSTS AND INVOICES

Invoice
Date
5/9/2019
Invoice #
17-255-4
Bill To
Fuller Apartment Houses
Andrew Fuller
PO Box 30157
Santa Barbara,CA 93130
3559 S Higuera Street
San Luis Obispo CA 93401
Terms
Net 30
Manager
AS
17-255 950 Orcutt Ave San Luis Obispo
Thank you for your business. Please write your invoice
number on your check. Total
Balance Due
MBS Land Surveys is a California Corporation: FEIN 71-1009902 (P) 805-594-1960 (F) 805-594-1966 [email protected] We accept Master Card, Visa, and American Express. To make payment by credit card please call us.

Item Qty Description Rate Amount

SUPPLEMENTAL TOPOGRAPHIC SURVEY
Fixed Fee Fixed Fee 3600.00 3,600.00
Map En... Map Enclosed
$3,600.00
$3,600.00

Num Date Pay Meth Amount Unapplied Amount
7391 07/26/2021 Check 115.00
7350 06/28/2021 Check 777.50
6947 11/02/2020 Check 2,970.00
6903 10/14/2020 Check 2,010.98
6866 09/16/2020 Check 675.00
6833 08/19/2020 Check 877.50
6755 07/09/2020 Check 945.00
6725 06/15/2020 Check 675.00
6630 04/30/2020 Check 3,476.71
6630 04/30/2020 Check 3,412.50
6630 04/30/2020 Check 3,287.08
6531 03/12/2020 Check 630.00
6440 02/04/2020 Check 14,142.85
6133 10/14/2019 Check 9,900.00
6133 10/14/2019 Check 11,800.00
6017 08/20/2019 Check 6,165.00
5680 03/13/2019 Check 11,895.00
5680 03/13/2019 Check 6,667.44
5530 01/16/2019 Check 6,315.00
Total 86,737.56 0.00
3:43 PM Ashley & Vance Engineering, Inc.
11/10/21Received Payments for Arris Studio Architects:950 Orcutt Mixed Use DDs Accrual Basis All Transactions

6133 10/14/2019 Check 9,900.00
6133 10/14/2019 Check 11,800.00
,
0 6440 02/04/2020 Check 14,142.85 ,
1 6630 04/30/2020 Check
,
3,412.50
6903 10/14/2020 Check
,
2,010.98

11/17/21, 9:14 AM Yardi Systems, Inc. - Review Payment
https://www.yardiasptx10.com/60675fuller/pages/GlReviewPayment.aspx?Id=200085981 1/1 Review Payment Jump To
Payee arris-c
Arris Studio Architects
1306 Johnson Avenue
Bank cspchase
EFT No. 10130
237538597
ConnectSLO - Chase Business
Statement No
Notes
Created by [email protected] on 10/03/2019 5:06 PM.
(never modified)
Total Amount 30,000.35
Check Date 10/04/2019
Clear Date 10/31/2019
Post Month 10/2019
Ctrl# 85981 Batch 2270
(Reconciled)
Property Amount Account Notes
connect - Connect 1,000.00 1515 - Work in Progress JUL'19 100% PERMIT PROCESSING connect - Connect 2,800.00 1515 - Work in Progress JUL'19 Bidding & Value Engineering Basic Services connect - Connect 1,693.60 1515 - Work in Progress JUL'19 CRS Printing connect - Connect 635.25 1515 - Work in Progress 07/31/19 Ashley & Vance Structural Engineering - updating bases per architectural revisions, architectural base updates for building 3 connect - Connect 12,980.00 1515 - Work in Progress 06/26/19 Ashley & Vance Civil Engineering Services - hourly plan preparation connect - Connect 1.50 1515 - Work in Progress 07/31/19 In-House Printing connect - Connect 10,890.00 1515 - Work in Progress 07/31/19 Ashley & Vance Civil Engineering - Central Coast Transportation Consulting - prepared and submitted preliminary design Help
Functions
Check Date 10/04/2019
Clear Date 10/31/2019
(Reconciled)
arris-c
Arris Studio
cspchase
ConnectSLO - Chase Business
connect - Connect 10,890.00 1515 - Work in Progress 07/31/19 Ashley & Vance Civil Engineering - Central Coast Transportation Consulting - prepared and submitted preliminary design

A17040 - 950 Orcutt - SLO Managed By: Thom Jess

DESCRIPTION

CONTRACT
AMOUNT
%_

COMPLETE

BILLED TO
DATE

PREVIOUSLY
BILLED

CURRENT
AMOUNT
950 Orcutt - SLO - 08 Permit Processing $10,000.00 100.00 $10,000.00 $9,000.00 $1,000.00 TOTAL $10,000.00 $10,000.00 $9,000.00 $1,000.00
950 ORCUTT - SLO - 09 BIDDING & VALUE ENGINEERING

DATE DESCRIPTION HOURS RATE AMOUNT
Basic Services:
7/8/2019 Went over bidding issues one by one with Andy - Shared screen 4.50 $160.00 $720.00 7/11/2019 Went over plans changes with Derek at JWD, setting up and uploading to blue beam, summary of changes for contractors

4.50 $160.00 $720.00
7/15/2019 Went over bid issues with Andy, Line by line 1.50 $160.00 $240.00 7/16/2019 Went over Bid issue with Andy, provided Addendum #3 1.75 $160.00 $280.00 7/19/2019 Meeting with Andy, Paul, Justin, Mika & Thom regarding the Trusses 1.00 $160.00 $160.00 7/24/2019 Went over plans with Andy, GC 1.50 $160.00 $240.00 7/30/2019 Went over plans with Andy, RFI 2.25 $160.00 $360.00 7/31/2019 went over bidding items with Andy 0.50 $160.00 $80.00 TOTAL SERVICES 17.50 $2,800.00
TOTAL ( A17040 09 Bidding & Value Engineering ) 17.50 $2,800.00

EXPENSES

DATE EMPLOYEE DESCRIPTION AMOUNT
6/26/2019 Natalie Jess Ashley & Vance - Civil Engineering Services - hourly plan preparation $12,980.00 7/31/2019 Natalie Jess Ashley & Vance - Civil Engineering - Central Coast Transportation Consulting - prepared and submitted preliminary design
$10,890.00
7/31/2019 Natalie Jess Ashley & Vance - Structural Engineering - updating bases per architectural revisions, architectural base updates for building 3 resulted in change of the lateral force resisting system
$635.25
7/31/2019 Natalie Jess CRS - Printing $1,693.60
7/31/2019 Natalie Jess In-House Printing $1.50
TOTAL EXPENSES $26,200.35
Core Standard Invoice Copyright © 2021 BQE Software Page 1 of 2 San Luis Obispo, CA 93401
1327 Archer St. Suite 220
Tel: (805) 547-2240
[email protected]
Arris Studio Architects
Andrew Fuller
950 Orcutt Partners, LLC
P.O. Box 30157
Santa Barbara, CA 93130
PAID

INVOICE
INVOICE DATE: 8/6/2019
INVOICE NO: 5026
BILLING THROUGH: 7/31/2019
7/31/2019 Natalie Jess Ashley & Vance - Civil Engineering - Central Coast Transportati y gg on $10,890.00 Consulting - prepared and submitted preliminary design
INVOICE NO: 5026

SUBTOTAL $30,000.35
AMOUNT DUE THIS INVOICE $30,000.35
This invoice is due on 9/5/2019
Please make payments to Arris Studio Architects. Thank you for your business! Core Standard Invoice Copyright © 2021 BQE Software Page 2 of 2 San Luis Obispo, CA 93401
1327 Archer St. Suite 220
Tel: (805) 547-2240
[email protected]
Arris Studio Architects
Andrew Fuller
950 Orcutt Partners, LLC
P.O. Box 30157
Santa Barbara, CA 93130
PAID

INVOICE
INVOICE DATE: 8/6/2019
INVOICE NO: 5026
BILLING THROUGH: 7/31/2019

Invoice
Invoice Date 7/31/2019
Invoice # 33313
Bill to: Arris Studio Architects
1327 Archer Street
Suite 220
San Luis Obispo, Ca 93401 Due Date 8/30/2019
950 Orcutt Mixed Use DDs
Job # 171323
Period Thru 06/30/2019
Invoice Total
Invoice Balance Due
Payments / Credits
Statement Balance Due
San Luis Obispo, CA
(805) 545-0010
(805) 545-0010
[email protected]
Ashley & Vance Engineering, Inc.
1413 Monterey Street, San Luis Obispo, CA 93401
...and include the invoice number!
Billing questions?
www.ashleyvance.com

PLEASE REMIT PAYMENT TO OUR SAN LUIS OBISPO OFFICE
Description Qty Rate Amount
Central Coast Transportation Consulting - Prepared and submitted preliminary design.
9,900.00 9,900.00
$9,900.00
$0.00
-$9,900.00
$0.00
33313
Central Coast Transportation Consulting - Prepared and submitted 9,900.00 9,900.00 preliminary design.

11/9/21, 3:48 PM Yardi Systems, Inc. - Review Payment
https://www.yardiasptx10.com/60675fuller/pages/GlReviewPayment.aspx?Id=200087950 1/1 Review Payment Jump To
Payee arris-c
Arris Studio Architects
1306 Johnson Avenue
Bank cspchase
EFT No. 10154
237538597
ConnectSLO - Chase Business
Statement No
Notes
Created by [email protected] on 01/23/2020 6:21 PM.
(never modified)
Total Amount 21,541.99
Check Date 01/24/2020
Clear Date 01/31/2020
Post Month 01/2020
Ctrl# 87950 Batch 2305
(Reconciled)
Property Amount Account
connect - Connect 200.00 1515 - Work in Progress 081219 B&V Engineering-Went over Enumeration document with Andy connect - Connect 80.00 1515 - Work in Progress 081219 B&V Engineering-went over garage plans with GC and Andy, issued addendum 6 connect - Connect 157.50 1515 - Work in Progress 081919 B&V Engineering-construction coordination meeting with Harding steel rep connect - Connect 44.66 1515 - Work in Progress 080519 Car Mileage-CaliforniaCodeCheck/S $44.66 pectrum connect - Connect 1.80 1515 - Work in Progress 083119 In House Printing connect - Connect 850.01 1515 - Work in Progress 083119 CRS Printing connect - Connect 3,824.38 1515 - Work in Progress 082219 Ashley & Vance - Civil Engineering - Hourly for grading and utility plan development and coordination + Reimbursable connect - Connect 80.00 1515 - Work in Progress 092319 Construction Admin-Coordinated Garage building corner with Brad, Mika, Thom, Andy connect - Connect 32.50 1515 - Work in Progress 090619 Construcion Admin-pick up and document traffic light plan check connect - Connect 65.00 1515 - Work in Progress 091019 Construction Admin-floor & demo plans for assessor connect - Connect 15,557.14 1515 - Work in Progress 092319 Ashley & Vance Engineering, Inc.-Central Coast Transportation Consulting and project billing hours connect - Connect 40.00 1515 - Work in Progress 101419 Responding to RFI #2, Coordinated with Andy regarding the Slab thickness connect - Connect 160.00 1515 - Work in Progress 101619 Conference call with GC regarding site wall along Railroad connect - Connect 200.00 1515 - Work in Progress 101719 Coordinated RFI #4 with Kathleen, Coord wall profile with Thom connect - Connect 120.00 1515 - Work in Progress 102919 Coordinated with AV(structural) regarding RFI #3, curb and adjacent grades, RFI#4 foundation connect - Connect 892.50 1515 - Work in Progress 101619 Meeting with client and contractor to review site walls and generating wall elevations connect - Connect 315.00 1515 - Work in Progress 101719 Retaining wall elevations connect - Connect 315.00 1515 - Work in Progress 101819 Retaining wall elevations & coord with contractor connect - Connect 3,753.75 1515 - Work in Progress 112719 Consultant Civil,Ashley & VanceEngineering, Inc - 10/10Meeting at AV officewith contractor todiscuss walls. 10/16meeting on connect - Connect 4,475.63 1515 - Work in Progress 112719 Consultant Structural Ashley & VanceEngineering, Inc - Floortruss span direction atBuilding 1 has beenreverted back toorigina connect - Connect 420.00 1515 - Work in Progress 111319 Thom Jess, Meeting with GC, civil and client to review walls and shoring connect - Connect 80.00 1515 - Work in Progress 111319 Pawitar Singh, Coordination with Contractor regarding the retaining walls connect - Connect 120.00 1515 - Work in Progress 12/03/2019 Call with Justin from W&S to go over car lift dimension connect - Connect 120.00 1515 - Work in Progress 12/11/2019 Exhibit for UPRR encroachment Per Brad connect - Connect 80.00 1515 - Work in Progress 12/13/2019 Updating UPRR encroachment Plan per Brad's comments connect - Connect 490.88 1515 - Work in Progress 12/20/2019 Structural Ashley & Vance Engineering: Coordination meeting with Arris Architects, Wallace & Smith, Ashley & Vance Engi connect - Connect -3,824.38 1515 - Work in Progress 082219 Ashley & Vance - Civil Engineering - Hourly for grading and utility plan development and coordination + Reimbursable connect - Connect -3,753.75 1515 - Work in Progress 112719 Consultant Civil,Ashley & VanceEngineering, Inc - 10/10Meeting at AV officewith contractor todiscuss walls. 10/16meeting on connect - Connect -4,475.63 1515 - Work in Progress 102919 Coordinated with AV(structural) regarding RFI #3, curb and adjacent grades, RFI#4 foundation Help
Functions
Total Amount 21,541.99
Arris Studio Architects
Bank cspchase
EFT No. 10154
ConnectSLO -
connect - Connect 15,557.14 1515 - Work in Progress 092319 Ashley & Vance Engineering, Inc.-Central Coast Transportation Consulting and project billing hours Check Date 01/24/2020 (Reconciled)
Clear Date 01/31/2020
connect - Connect 3,753.75 1515 - Work in Progress 112719 Consultant Civil,Ashley & VanceEngineering, Inc - 10/10Meeting at AV officewith contractor todiscuss walls. 10/16meeting on

A17040 - 950 Orcutt - SLO Managed By: Thom Jess
950 ORCUTT - SLO - 10 CONSTRUCTION ADMINISTRATION

DATE DESCRIPTION HOURS RATE AMOUNT
Basic Services:
9/6/2019 pick up and document traffic light plan check 0.25 $130.00 $32.50 9/10/2019 floor & demo plans for assesor 0.50 $130.00 $65.00 9/23/2019 Coordinated Garage building corner with Brad, Mika, Thom, Andy 0.50 $160.00 $80.00 TOTAL SERVICES 1.25 $177.50
TOTAL ( A17040 10 Construction Administration ) 1.25 $177.50

EXPENSES

DATE EMPLOYEE DESCRIPTION AMOUNT
9/23/2019 Caitlin Graves Ashley & Vance Engineering, Inc - Central Coast Transportation Consulting and project billing hours.
$15,557.14
TOTAL EXPENSES $15,557.14
SUBTOTAL $15,734.64
AMOUNT DUE THIS INVOICE $15,734.64
This invoice is due on 11/5/2019
Please make payments to Arris Studio Architects. Thank you for your business! Core Standard Invoice Copyright © 2021 BQE Software Page 1 of 1 San Luis Obispo, CA 93401
1327 Archer St. Suite 220
Tel: (805) 547-2240
[email protected]
Arris Studio Architects
Andrew Fuller
950 Orcutt Partners, LLC
P.O. Box 30157
Santa Barbara, CA 93130
PAID

INVOICE
INVOICE DATE: 10/6/2019
INVOICE NO: 5207
BILLING THROUGH: 9/30/2019
9/23/2019 Caitlin Graves Ashley & Vance Engineering, Inc - Central Coast Transportation yg Consulting $15,557.14 and project billing hours.

INVOICE NO: 5207

Invoice
Invoice Date 6/26/2019
Invoice # 32854
Bill to: Arris Studio Architects
1327 Archer Street
Suite 220
San Luis Obispo, Ca 93401 Due Date 7/26/2019
950 Orcutt Mixed Use DDs
Job # 171323
Period Thru 5/31/2019
Invoice Total
Invoice Balance Due
Payments / Credits
Statement Balance Due
San Luis Obispo, CA
(805) 545-0010
(805) 545-0010
[email protected]
Ashley & Vance Engineering, Inc.
1413 Monterey Street, San Luis Obispo, CA 93401
...and include the invoice number!
Billing questions?
www.ashleyvance.com

PLEASE REMIT PAYMENT TO OUR SAN LUIS OBISPO OFFICE
Description Qty Rate Amount
Hourly billing for plan preparation
Principal Engineer 5 175.00 875.00
Project Engineer 35 135.00 4,725.00
Central Coast Transportation Consulting - 6/14/2019 6,200.00 6,200.00 $11,800.00
$0.00
-$11,800.00
$0.00
Central Coast Transportation Consulting - 6/14/2019 6,200.00 6,200.00 32854

Invoice
Invoice Date 9/23/2019
Invoice # 34140
Bill to: Arris Studio Architects
1327 Archer Street
Suite 220
San Luis Obispo, Ca 93401 Due Date 10/23/2019
950 Orcutt Mixed Use DDs
Job # 171323
Period Thru 08/31/2019
Invoice Total
Invoice Balance Due
Payments / Credits
Statement Balance Due
San Luis Obispo, CA
(805) 545-0010
(805) 545-0010
[email protected]
Ashley & Vance Engineering, Inc.
1413 Monterey Street, San Luis Obispo, CA 93401
...and include the invoice number!
Billing questions?
www.ashleyvance.com

PLEASE REMIT PAYMENT TO OUR SAN LUIS OBISPO OFFICE
Description Qty Rate Amount
Central Coast Transportation Consulting (Traffic Engineers) 3,100.00 3,100.00 Hourly billing for Permit Civil Plan Set 0.00 0.00
Principal Engineer 12 175.00 2,100.00
Project Engineer 85 105.00 8,925.00
CRS Printing and Delivery of documents as requested - 8/22/19 17.85 17.85 $14,142.85
$0.00
-$14,142.85
$0.00
34140
Central Coast Transportation Consulting (Traffic Engineers) 3,100.00 3,100.00

A17040 - 950 Orcutt - SLO Managed By: Thom Jess

EXPENSES

DATE EMPLOYEE DESCRIPTION AMOUNT
8/22/2019 Caitlin Graves Consultant: Civil $3,824.38
Ashley & Vance Engineering: Hourly billing for grading and utility plan development and coordination. CRS charges.
11/27/2019 Caitlin Graves Consultant: Civil $3,753.75
Ashley & Vance Engineering, Inc - 10/10 Meeting at AV office with contractor to discuss walls. 10/16 meeting on site with construction team, architect, and owner to discuss walls. 10/16 Update base with new location for building 7. 10/31 review of wet utility submittals, adjust grades around car lifts to accommodate new fire riser door. CCTC invoice for Signalization. 3/26/2020 Caitlin Graves Consultant: Civil $3,615.79
Ashley & Vance Engineering: Hourly Billing for Construction Administration:

RFI 8 - adjusted grades around building for foundation stem wall heights. 1- 15-2020, Water and sewer coordination for as built sewer condition, 1-23- 2020
water and sewer coordination questions from Contractor. 1-29-2020 Review Wet utility submittals.

TOTAL EXPENSES $11,193.92
SUBTOTAL $11,193.92
AMOUNT DUE THIS INVOICE $11,193.92
This invoice is due upon receipt
Please make payments to Arris Studio Architects. Thank you for your business! Core Standard Invoice Copyright © 2021 BQE Software Page 1 of 1 San Luis Obispo, CA 93401
1327 Archer St. Suite 220
Tel: (805) 547-2240
[email protected]
Arris Studio Architects
Andrew Fuller
950 Orcutt Partners, LLC
P.O. Box 30157
Santa Barbara, CA 93130
PAID

INVOICE
INVOICE DATE: 4/6/2020
INVOICE NO: 6324
BILLING THROUGH: 3/31/2020
11/27/2019 Caitlin Graves Consultant: Civil $3,753.75
Ashley & Vance Engineering, Inc - 10/10 Meeting at AV office with contractor to discuss walls. 10/16 meeting on site with construction team, architect, and owner to discuss walls. 10/16 Update base with new location for building 7. 10/31 review of wet utility submittals, adjust grades around car lifts to accommodate new fire riser door. CCTC invoice for Signalization.

INVOICE NO: 6324

Invoice
Invoice Date 11/27/2019
Invoice # 35064
Bill to: Arris Studio Architects
1327 Archer Street
Suite 220
San Luis Obispo, Ca 93401 Due Date 12/27/2019
950 Orcutt Mixed Use DDs
Job # 171323
Period Thru 10/31/2019
Invoice Total
Invoice Balance Due
Payments / Credits
Statement Balance Due
San Luis Obispo, CA
(805) 545-0010
(805) 545-0010
[email protected]
Ashley & Vance Engineering, Inc.
1413 Monterey Street, San Luis Obispo, CA 93401
...and include the invoice number!
Billing questions?
www.ashleyvance.com

PLEASE REMIT PAYMENT TO OUR SAN LUIS OBISPO OFFICE
Description Qty Rate Amount
CONSTRUCTION ADMINISTRATION (not in original Contract
Scope):
10/10 - Meeting on at AV office with contractor to discuss walls 1 135.00 135.00 10/16 - Meeting on site with construction team, architect and owner to discuss walls

2.5 135.00 337.50
10/16 - Update base with new location for building 7, coordination with architect for retaining wall profile information

1.5 135.00 202.50
10/31 - Review of wet utility submittals, adjust grades around car lifts to accommodate new fire riser door

14.5 135.00 1,957.50
CCTC - Invoice for Signalization 780.00 780.00
$3,412.50
$0.00
-$3,412.50
$0.00
35064
CCTC - Invoice for Signalization 780.00 780.00

11/17/21, 9:26 AM Yardi Systems, Inc. - Review Payment
https://www.yardiasptx10.com/60675fuller/pages/GlReviewPayment.aspx?Id=200096394 1/1 Review Payment Jump To
Payee arris-c
Arris Studio Architects
1306 Johnson Avenue
Bank cspchase
EFT No. 10214
237538597
ConnectSLO - Chase Business
Statement No
Notes
Created by [email protected] on 10/05/2020 6:24 PM.
(never modified)
Total Amount 9,045.21
Check Date 10/06/2020
Clear Date 10/30/2020
Post Month 10/2020
Ctrl# 96394 Batch 2427
(Reconciled)
Property Amount Account
connect - Connect 85.00 1515 - Work in Progress 8/3/2020 BLDG 4 stair coordination over the zoom with Andy. connect - Connect 255.00 1515 - Work in Progress 8/5/2020 Submittal review #103, look at other options for siding colors. Plumbing fixture coordination with Andy/Steph connect - Connect 212.50 1515 - Work in Progress 8/6/2020 Review Submittal #81, 70 #110 RFI#78 connect - Connect 425.00 1515 - Work in Progress 8/13/2020 Waterproofing details at balconies per GC's, since we got the submittals. Coord with GC on phone. connect - Connect 85.00 1515 - Work in Progress 8/14/2020 Zoom meeting with Andy regarding Bldg 3 mech closets, updated base file for Mech. connect - Connect 382.50 1515 - Work in Progress 8/19/2020 SKA for garage popout per GC's RFI, Went over the color pallets with Brad, updated submittal, connect - Connect 275.00 1515 - Work in Progress 8/21/2020 Site visit to meet with sheet metal sub and coord with client regarding building 2 connect - Connect 297.50 1515 - Work in Progress 8/21/2020 Went over balcony flashing with Adam, GC's clarification over the phone regarding bldg 2 connect - Connect 1,020.00 1515 - Work in Progress 8/26/2020 Cabinet submittal markup, Coordinated with Kathleen regarding site grading, coordinated with Annie regarding Electrical u connect - Connect 255.00 1515 - Work in Progress 8/27/2020 Sent out SKAs regarding kitchen RFI, connect - Connect 255.00 1515 - Work in Progress 8/28/2020 Went over outstanding Submittals, RFIs via zoom with Andy/Steph. A conference call with Andy/Kathleen to go over ADA p connect - Connect 165.00 1515 - Work in Progress 8/4/2020 Coordinate with client regarding which modifications to make to building B and reviewing stairs in building 4 connect - Connect 140.00 1515 - Work in Progress 8/17/2020 marketing site plan connect - Connect 280.00 1515 - Work in Progress 8/18/2020 marketing plans connect - Connect 420.00 1515 - Work in Progress 8/19/2020 marketing site plan connect - Connect 140.00 1515 - Work in Progress 8/20/2020 marketing site plan connect - Connect 140.00 1515 - Work in Progress 8/21/2020 marketing site plan connect - Connect 2,212.08 1515 - Work in Progress 8/29/2020 Ashley & Vance Engineering, Inc (#38916): CCTC - Review and respond to contractor submittals. CRS Printing and Delivery connect - Connect 1,010.63 1515 - Work in Progress 8/29/2020 Consultant: Structural; Ashley & Vance Engineering, Inc (#38949): RFI 64: Building 4 landing framing and in-field conflict connect - Connect 990.00 1515 - Work in Progress 8/31/2020 Metrics Mechanical Engineering: Construction Admin - building 3 HVAC revisions Help
Functions
connect - Connect 2,212.08 1515 - Work in Progress 8/29/2020 Ashley & Vance Engineering, Inc (#38916): CCTC - Review and respond to contractor submittals. CRS Printing and Delivery Total Amount 9,045.21
Check Date 10/06/2020
Clear Date 10/30/2020
Post Month 10/2020
cspchase
ConnectSLO - Chase Business
(Reconciled)
arris-c
Arris Studio

A17040 - 950 Orcutt - SLO Managed By: Thom Jess
950 ORCUTT - SLO - 10 CONSTRUCTION ADMINISTRATION

DATE DESCRIPTION HOURS RATE AMOUNT
Basic Services:
8/3/2020 Basic Services 0.50 $170.00 $85.00
BLDG 4 stair coordination over the zoom with Andy.
8/5/2020 Basic Services 1.50 $170.00 $255.00
Submittal review #103, look at other options for siding colors. Plumbing fixture coordination with Andy/Steph.
8/6/2020 Basic Services 1.25 $170.00 $212.50
Review Submittal #81, 70 #110 RFI#78
8/13/2020 Basic Services 2.50 $170.00 $425.00
Waterproofing details at balconies per GC's, since we got the submittals.

Coord with GC on phone.
8/14/2020 Basic Services 0.50 $170.00 $85.00
Zoom meeting with Andy regarding Bldg 3 mech closets, updated base file for Mech.
8/19/2020 Basic Services 2.25 $170.00 $382.50
SKA for garage popout per GC's RFI, Went over the color pallets with Brad, updated submittal,
8/21/2020 Basic Services 1.25 $220.00 $275.00
Site visit to meet with sheet metal sub and coord with client regarding building 2
8/21/2020 Basic Services 1.75 $170.00 $297.50
Went over balcony flashing with Adam, GC's clarification over the phone regarding bldg 2
8/26/2020 Basic Services 6.00 $170.00 $1,020.00
Cabinet submittal markup, Coordinated with Kathleen regarding site grading, coordinated with Annie regarding Electrical updates, updating 8/27/2020 Basic Services 1.50 $170.00 $255.00
Sent out SKAs regarding kitchen RFI,
8/28/2020 Basic Services 1.50 $170.00 $255.00
Went over outstanding Submittals, RFIs via zoom with Andy/Steph. A conference call with Andy/Kathleen to go over ADA parking options.

Submittal Review #89, 138, 127,
TOTAL SERVICES 20.50 $3,547.50
Core Standard Invoice Copyright © 2021 BQE Software Page 1 of 5 San Luis Obispo, CA 93401
1327 Archer St. Suite 220
Tel: (805) 547-2240
[email protected]
Arris Studio Architects
Andrew Fuller
950 Orcutt Partners, LLC
P.O. Box 30157
Santa Barbara, CA 93130
PAID

INVOICE
INVOICE DATE: 9/6/2020
INVOICE NO: 6771
BILLING THROUGH: 8/31/2020
INVOICE NO: 6771

TOTAL ( A17040 10 Construction Administration ) 20.50 $3,547.50 950 ORCUTT - SLO - TREMBLOR BREWERY LAYOUT

DATE DESCRIPTION HOURS RATE AMOUNT
Basic Services:
8/4/2020 Basic Services 0.75 $220.00 $165.00
Coordinate with client regarding which modifications to make to building B and reviewing stairs in building 4
TOTAL SERVICES 0.75 $165.00
TOTAL ( Tremblor Brewery Layout ) 0.75 $165.00
950 ORCUTT - SLO - 11 ADDITIONAL SERVICES

DATE DESCRIPTION HOURS RATE AMOUNT
Additional Serv:ices
8/17/2020 Additional Services 1.00 $140.00 $140.00
marketing site plan
8/18/2020 Additional Services 2.00 $140.00 $280.00
marketing plans
8/19/2020 Additional Services 3.00 $140.00 $420.00
marketing site plan
8/20/2020 Additional Services 1.00 $140.00 $140.00
marketing site plan
8/21/2020 Additional Services 1.00 $140.00 $140.00
marketing site plan
TOTAL SERVICES 8.00 $1,120.00
TOTAL ( A17040 11 Additional Services ) 8.00 $1,120.00

EXPENSES

DATE EMPLOYEE DESCRIPTION AMOUNT
8/29/2020 Caitlin Graves Consultant: Civil $2,212.08
Ashley & Vance Engineering, Inc (#38916): CCTC - Review and respond to contractor submittals. CRS Printing and Delivery of documents as requested. 8/29/2020 Caitlin Graves Consultant: Structural $1,010.63 Core Standard Invoice Copyright © 2021 BQE Software Page 2 of 5 San Luis Obispo, CA 93401
1327 Archer St. Suite 220
Tel: (805) 547-2240
[email protected]
Arris Studio Architects
Andrew Fuller
950 Orcutt Partners, LLC
P.O. Box 30157
Santa Barbara, CA 93130
PAID

INVOICE
INVOICE DATE: 9/6/2020
INVOICE NO: 6771
BILLING THROUGH: 8/31/2020
8/29/2020 Caitlin Graves Consultant: Civil $2,212.08
Ashley & Vance Engineering, Inc (#38916): CCTC - Review and respond to contractor submittals. CRS Printing and Delivery of documents as requested.

INVOICE NO: 6771

EXPENSES

DATE EMPLOYEE DESCRIPTION AMOUNT
Ashley & Vance Engineering, Inc (#38949): RFI 64: Building 4 landing framing and in-field conflict with WSW and adjacent post. Structural memo and response provided via Procore on 07.13.2020. RFI 68: (4) Interior columns added to back of CarMatrix structures which where not originally included in design. Foundation requirements for (4) additional columns were reviewed.

Structural memo provided via Procore on 07.21.2020.
8/31/2020 Caitlin Graves Consultant: MEP $990.00
Metrics Mechanical Engineering: Construction Admin - building 3 HVAC revisions.

TOTAL EXPENSES $4,212.71
SUBTOTAL $9,045.21
AMOUNT DUE THIS INVOICE $9,045.21
This invoice is due on 10/6/2020
Please make payments to Arris Studio Architects. Thank you for your business! Core Standard Invoice Copyright © 2021 BQE Software Page 3 of 5 San Luis Obispo, CA 93401
1327 Archer St. Suite 220
Tel: (805) 547-2240
[email protected]
Arris Studio Architects
Andrew Fuller
950 Orcutt Partners, LLC
P.O. Box 30157
Santa Barbara, CA 93130
PAID

INVOICE
INVOICE DATE: 9/6/2020
INVOICE NO: 6771
BILLING THROUGH: 8/31/2020
INVOICE NO: 6771

Invoice
Invoice Date 8/29/2020
Invoice # 38916
Bill to: Arris Studio Architects
1327 Archer Street
Suite 220
San Luis Obispo, Ca 93401 Due Date 9/28/2020
950 Orcutt Mixed Use DDs
Job # 171323
Period Thru 07/31/2020
Invoice Total
Invoice Balance Due
Payments / Credits
Statement Balance Due
San Luis Obispo, CA
(805) 545-0010
(805) 545-0010
[email protected]
Ashley & Vance Engineering, Inc.
1413 Monterey Street, San Luis Obispo, CA 93401
...and include the invoice number!
Billing questions?
www.ashleyvance.com

PLEASE REMIT PAYMENT TO OUR SAN LUIS OBISPO OFFICE
Description Qty Rate Amount
CCTC - Review and respond to contractor submittals 1,980.00 1,980.00 CRS Printing and Delivery of documents as requested - 7/29/20 22.31 22.31 CRS Printing and Delivery of documents as requested - 8/19/20 8.67 8.67 $2,010.98
$0.00
-$2,010.98
$0.00
38916
CCTC - Review and respond to contractor submittals 1,980.00 1,980.00

11/17/21, 9:19 AM Yardi Systems, Inc. - Review Payment
https://www.yardiasptx10.com/60675fuller/pages/GlReviewPayment.aspx?Id=200106739 1/1 Review Payment Jump To
Payee ashley-c
Ashley & Vance Engineering, Inc.
1413 Monterey Street
Bank cspchase
EFT No. 10354
237538597
ConnectSLO - Chase Business
Statement No
Notes
Created by [email protected] on 09/02/2021 5:18 PM.
(never modified)
Total Amount 2,639.88
Check Date 09/02/2021
Clear Date 09/30/2021
Post Month 09/2021
Ctrl# 106739 Batch 254
(Reconciled)
Property Amount Account Notes Pay
connect - Connect 1,696.25 1515 - Work in Progress CONNECT - Central Coast Transportation Invoice Dated 7/29/2021 204537 connect - Connect 920.00 1515 - Work in Progress CONNECT Site Visit, Review, Sign Off 204538 connect - Connect 23.63 1515 - Work in Progress CRS Printing & Delivery 6/30/2021 204538 Help
Functions
connect - Connect 1,696.25 1515 - Work in Progress CONNECT - Central Coast Transportation Invoice Dated 7/29/2021 204537 ashley-c
cspchase
ConnectSLO - Chase Business
Check Date 09/02/2021 (Reconciled)
Clear Date 09/30/2021

PLAN CHECK FEES

INVOICE
TO:

Andrew Fuller
Fuller Apartment Homes, Inc.

Post Office Box 30157
Santa Barbara, CA 93130

INVOICE NUMBER INVOICE DATE INVOICE DUE DATE INVOICE STATUS INVOICE DESCRIPTION 00021723 07/01/2020 07/31/2020 NONE Due

REFERENCE NUMBER DESCRIPTION TOTAL
FMAP-0539-2019 Improvement plan check - ENG $11,088.07
IT Surcharge $338.19
Construction Inspection - ENG $8,339.89
SUB TOTAL $19,766.15
TOTAL $19,766.15
July 01, 2020 Page 1 of 1 Page 384 of 1208

CONSTRUCTION COSTS AND INVOICES

TITLE:

Traffic Signal
DATE:
6/9/2020
PROJECT:

CONNECT SLO
JOB:
19-903
TO:

Connect SLO Partners, LLC
PO Box 30157
Santa Barbara, California 93130
PCO:
#011 - Traffic Signal
POTENTIAL CHANGE ORDER TITLE: Traffic Signal
CHANGE REASON:

POTENTIAL CHANGE ORDER DESCRIPTION: (The Contract Is Changed As Follows) This PCO covers the cost of all labor, equipment, and material necessary for the traffic signal work per plans dated 3/30/2020 and as follows:

1. Pay traffic signal bond to City of SLO

2. Remove 3 street trees per plan

3. Striping and signage per plan

4. Traffic signal per plans

5. Surveying of poles

6. Install New Truncated Domes at NW Corner of Intersection on existing ADA ramp Includes:
• Traffic control
• All signal equipment per attached.
• Mast Arm Signage.
• Underground and wiring including any necessary boring/trenching/backfill for traffic signal work. Conduit/wire to #2 PG&E box with connection by PG&E.
• Concrete foundations for poles/pad mounted equipment
Excludes:
• Permits/fees (including city/pg&e/etc)
• Removal/relocation of any underground utilities/structures/unknown buried objects • Concrete flatwork
• Connection of power by PG&E
• De-watering
• Portable message signs if required
REFERENCES / ATTACHMENTS:

None
SCHEDULE IMPACT:
# Cost Code Description Type Amount
1 02-02-890 - Traffic Signs & Signals Traffic Signal Bond Other $ 7,776.00 2 02-02-890 - Traffic Signs & Signals Remove 3 Street Trees Other $ 1,940.00 3 02-02-890 - Traffic Signs & Signals Striping and Signage Other $ 36,805.00 4 02-02-890 - Traffic Signs & Signals Traffic Signal Work Other $ 376,000.00 5 02-02-890 - Traffic Signs & Signals Credit Traffic Signal Allowance Other ($300,000.00) 6 02-02-890 - Traffic Signs & Signals Surveying Other $ 1,500.00 7 03-03-305 - Site Concrete Truncated Domes NW Corner of Intersection Other $ 850.00

Subtotal: $124,871.00
CA 830389

POTENTIAL CHANGE ORDER
No. 011
West Coast Community Builders

CONNECT SLO
3325 Landco Drive
Bakersfield, California 93308
P: 661-327-1436 F: LIC# 830389

OH&P: 5.00% Applies to all line item types. $ 6,243.55
Builders Risk: ≈ 0.6% Applies to all line item types. $ 750.47 Liability Insurance: ≈ 0.77% Applies to all line item types. $ 955.26 Grand Total: $132,820.28
Wallace & Smith General Contractors
3325 Landco Drive
Bakersfield, California 93308
Connect SLO Partners, LLC
PO Box 30157
Santa Barbara, California 93130

BY BY BY

DATE DATE DATE
Signing of this PCO authorizes West Coast Community Builders to proceed with the additional work as outlined on this PCO and payment shall be per the terms of the prime contract for additional scope of work. Furthermore owner agrees to execute the formal Change Order that will be issued under separate cover collecting all executed PCOs for that month prior to that month's billing cycle. No re-negotiation of the work or cost for same will occur after signing of this document.

West Coast Community Builders: CONNECT SLO - Page 2 of 2 CA 830389

POTENTIAL CHANGE ORDER
No. 011
West Coast Community Builders

CONNECT SLO
3325 Landco Drive
Bakersfield, California 93308
P: 661-327-1436 F: LIC# 830389




NEW TRAFFIC CONTROL
POLE. SEE IMPROVEMENT
PLANS.

Proposal For: Wallace and Smith
Job Site: City of San Luis Obispo-Signal at Sacramento Dr and Orcutt Rd Submitted to: Brad Chambless ([email protected]) Date: 4-28-2020
_____________________________________________________________________________________________ _____________________________________________________________________________________________ Scope of Work

ITEM DESCRIPTION UNIT OF ITEM

MEASURE QUANTITY
City of San Luis Obispo
Signal at Sacramento Dr and Orcutt Rd

REMOVAL
12" WHITE LIMIT LINES SF 40.00
8' STOP (22 SF) (48 SF EA) SF 144.00
TYPE IV ARROWS (8' TURN) SF 48.00
BIKE LANE SYMBOL (6' x 3'4") AND ARROW SF 42.00
DETAIL 9 (4" SKIP WHITE LANE LINE WITH RPMs) LF 25.00
DETAIL 22 (4" SOLID DBL YLW CENTERLINE WITH RPMs) LF 15.00 DETAIL 38 (8" SOLID WHITE CHANNELIZING LINE WITH
RPMs)
LF 15.00
DETAIL 39 (6" SOLID WHITE BIKE LANE LINE WITH NO
RPMs)
LF 100.00
DETAIL 39A (6" SKIP WHITE BIKE LANE LINE WITH NO
RPMs)
LF 195.00
MOBILIZATIONS EA 1.00
TRAFFIC CONTROL EA 1.00
REMOVAL BID TOTAL LS $2,985.00

THERMOPLASTIC STRIPING AND MARKING
12" WHITE LIMIT/X-WALK LINES LF 370.00
TYPE I ARROWS (10' STRAIGHT) EA 1.00
TYPE IV ARROWS (8' TURN) EA 5.00
TYPE VII ARROWS (13' STRAIGHT/TURN) EA 2.00
BIKE LANE SYMBOL (6' x 3'4") AND ARROW EA 7.00
GREEN PAINT BIKE LANE COATING SF 926.00
DETAIL 9 (4" SKIP WHITE LANE LINE WITH RPMs) LF 7.00
DETAIL 22 (4" SOLID DBL YLW CENTERLINE WITH RPMs) LF 290.00 DETAIL 38 (8" SOLID WHITE CHANNELIZING LINE WITH
RPMs)
LF 390.00
DETAIL 39 (6" SOLID WHITE BIKE LANE LINE WITH NO
RPMs)
LF 365.00
DETAIL 39A (6" SKIP WHITE BIKE LANE LINE WITH NO
RPMs)
LF 660.00
4" SOLID WHITE BIKE LANE BUFFER GORE LF 110.00
MOBILIZATIONS EA 1.00
TRAFFIC CONTROL EA 1.00
THERMOPLASTIC STRIPING BID TOTAL LF $32,970.00

SIGNAGE
R7-9 NO PARKING BIKE LANE POSTS AND SIGNS EA 2.00
SIGNAGE BID TOTAL LS $850.00
BID TOTAL LS $36,805.00

EXCLUSIONS/NOTES:
x STRIPING IS BID AS CAL TRANS STATE SPEC EXTRUDE THERMOPLASTIC WITH REFLECTIVE BEADS (ENNIS-FLINT MANUFACTURER).
x GREEN BIKE LANE IS BID AS CYCLE MMAX (ENNIS-FLINT MANUFACTURER). x NO ADDITIONAL INSURANCE OR OCIP PROGRAMS ARE INCLUDED. NOT BID AS PREVAILING WAGE. x NO HYDRO/SANDBLAST LINE REMOVAL, TEMPORARY STRIPING, EPOXY STRIPING, ADDITIONAL STRIPING,

ADDITIONAL SIGNAGE, TRUNCATED DOME MATS, PIPE BOLLARDS, HAZARDOUS MATERIAL REMOVAL, LEAD COMPLIANCE PLANS, PERMITS OR SURVEYING ARE INCLUDED IN BID TOTAL. x TRAFFIC CONTROL IS FOR OUR WORK ONLY AND INCLUDES NO MESSAGE BOARDS, LANE CLOSURES OR FLAGMEN. x DIR#: 1000004812.
x SBE#: 1841.
********************************************************************************************************* Any alteration from above specifications involving extra costs will be executed upon written orders from contracted companies to site superintendent or office managers. All prices are bid as weekday work unless noted. Due to fluctuating oil prices and surcharges by suppliers, bid will be finalized when contract is signed with work schedule. ********************************************************************************************************* Company: Contractor:
____________________________ HS&S
By:_________________________ _Nick Harker_________________ Date:_______________________ _____________________________

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TITLE:

Traffic Signal
DATE:
6/9/2020
PROJECT:

CONNECT SLO
JOB:
19-903
TO:

Connect SLO Partners, LLC
PO Box 30157
Santa Barbara, California 93130
PCO:
#011 - Traffic Signal
POTENTIAL CHANGE ORDER TITLE: Traffic Signal
CHANGE REASON:

POTENTIAL CHANGE ORDER DESCRIPTION: (The Contract Is Changed As Follows) This PCO covers the cost of all labor, equipment, and material necessary for the traffic signal work per plans dated 3/30/2020 and as follows:

1. Pay traffic signal bond to City of SLO

2. Remove 3 street trees per plan

3. Striping and signage per plan

4. Traffic signal per plans

5. Surveying of poles

6. Install New Truncated Domes at NW Corner of Intersection on existing ADA ramp Includes:
• Traffic control
• All signal equipment per attached.
• Mast Arm Signage.
• Underground and wiring including any necessary boring/trenching/backfill for traffic signal work. Conduit/wire to #2 PG&E box with connection by PG&E.
• Concrete foundations for poles/pad mounted equipment
Excludes:
• Permits/fees (including city/pg&e/etc)
• Removal/relocation of any underground utilities/structures/unknown buried objects • Concrete flatwork
• Connection of power by PG&E
• De-watering
• Portable message signs if required
REFERENCES / ATTACHMENTS:

None
SCHEDULE IMPACT:
# Cost Code Description Type Amount
1 02-02-890 - Traffic Signs & Signals Traffic Signal Bond Other $ 7,776.00 2 02-02-890 - Traffic Signs & Signals Remove 3 Street Trees Other $ 1,940.00 3 02-02-890 - Traffic Signs & Signals Striping and Signage Other $ 36,805.00 4 02-02-890 - Traffic Signs & Signals Traffic Signal Work Other $ 376,000.00 5 02-02-890 - Traffic Signs & Signals Credit Traffic Signal Allowance Other ($300,000.00) 6 02-02-890 - Traffic Signs & Signals Surveying Other $ 1,500.00 7 03-03-305 - Site Concrete Truncated Domes NW Corner of Intersection Other $ 850.00

Subtotal: $124,871.00
CA 830389

POTENTIAL CHANGE ORDER
No. 011
West Coast Community Builders

CONNECT SLO
3325 Landco Drive
Bakersfield, California 93308
P: 661-327-1436 F: LIC# 830389

OH&P: 5.00% Applies to all line item types. $ 6,243.55
Builders Risk: ≈ 0.6% Applies to all line item types. $ 750.47 Liability Insurance: ≈ 0.77% Applies to all line item types. $ 955.26 Grand Total: $132,820.28
Wallace & Smith General Contractors
3325 Landco Drive
Bakersfield, California 93308
Connect SLO Partners, LLC
PO Box 30157
Santa Barbara, California 93130

BY BY BY

DATE DATE DATE
Signing of this PCO authorizes West Coast Community Builders to proceed with the additional work as outlined on this PCO and payment shall be per the terms of the prime contract for additional scope of work. Furthermore owner agrees to execute the formal Change Order that will be issued under separate cover collecting all executed PCOs for that month prior to that month's billing cycle. No re-negotiation of the work or cost for same will occur after signing of this document.

West Coast Community Builders: CONNECT SLO - Page 2 of 2 CA 830389

POTENTIAL CHANGE ORDER
No. 011
West Coast Community Builders

CONNECT SLO
3325 Landco Drive
Bakersfield, California 93308
P: 661-327-1436 F: LIC# 830389
Brad Chambless
2020.06.09
16:22:09 -07'00'

00740810201000000022
Page of 14
*start*summary
*end*summary
*start*deposits and additions
*end*deposits and additions
*start*electronicwithdrawal
*end*electronic withdrawal
JPMorgan Chase Bank, N.A.

P O Box 182051
Columbus, OH 43218 - 2051
00074081 DRE 703 219 24520 NNNNNNNNNNN 1 000000000 64 0000

CONNECT SLO PARTNERS LLC
PO BOX 30157
SANTA BARBARA CA 93130-0157
August 01, 2020 through August 31, 2020
Account Number: 000000237538597

CUSTOMER SERVICE INFORMATION
Web site: www.Chase.com
Service Center: 1-877-425-8100
Deaf and Hard of Hearing: 1-800-242-7383
Para Espanol: 1-888-622-4273
International Calls: 1-713-262-1679
CHECKING SUMMARY Chase Analysis Business Checking

INSTANCES AMOUNT
Beginning Balance $1,323,040.75
Deposits and Additions 1 32,133.26
Electronic Withdrawals 7 -514,251.65
Ending Balance 8 $840,922.36

DEPOSITS AND ADDITIONS

DATE DESCRIPTION AMOUNT
08/07 Remote Online Deposit 7 $32,133.26
Total Deposits and Additions $32,133.26

ELECTRONIC WITHDRAWALS

DATE DESCRIPTION AMOUNT
08/03 Orig CO Name:Aegon USA Pmt Orig ID:1421205796 Desc Date: CO Entry Descr:Mortgage Sec:CCD Trace#:091000012610422 Eed:200803 Ind ID:10419136 Ind Name:Connect Slo Partners L Trn: 2132610422Tc
$3,018.83
08/07 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000026791859 Eed:200807 Ind ID:9538597001 Ind Name:EFT File Name: Rp2201R EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/08/
3,360.03
08/12 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000026215623 Eed:200812 Ind ID:9538597001 Ind Name:EFT File Name: Rp2252I EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/08/
474,694.20
08/14 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000027396209 Eed:200814 Ind ID:9538597001 Ind Name:EFT File Name: Rp2270M EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/08/
11,502.80
08/12 Orig CO Name:950 Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry 474,694.20 Descr:Connectop Sec:CCD
Orig ID:9538597001 Desc Date:Prfund CO Entry
esc Co ec op Sec CC Trace#:021000026215623 ace Eed:200812 Ind ID:9538597001 Ind Name:EFT File Name: Rp2252I
0 0000 6 56 3 ed 008 d 953859 00
Ind Name:EFT F EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/08/

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00745200101000000021
Page of 12
*start*summary
*end*summary
*start*deposits and additions
*end*deposits and additions
*start*electronicwithdrawal
*end*electronic withdrawal
JPMorgan Chase Bank, N.A.

P O Box 182051
Columbus, OH 43218 - 2051
00074520 DRE 703 219 30520 NNNNNNNNNNN 1 000000000 64 0000

CONNECT SLO PARTNERS LLC
PO BOX 30157
SANTA BARBARA CA 93130-0157
October 01, 2020 through October 30, 2020
Account Number: 000000237538597

CUSTOMER SERVICE INFORMATION
Web site: www.Chase.com
Service Center: 1-877-425-8100
Deaf and Hard of Hearing: 1-800-242-7383
Para Espanol: 1-888-622-4273
International Calls: 1-713-262-1679
CHECKING SUMMARY Chase Analysis Business Checking

INSTANCES AMOUNT
Beginning Balance $238,870.00
Deposits and Additions 6 879,195.33
Electronic Withdrawals 8 -886,320.08
Ending Balance 14 $231,745.25

DEPOSITS AND ADDITIONS

DATE DESCRIPTION AMOUNT
10/07 Online Transfer From Chk ...8252 Transaction#: 10425112957 $39.00 10/07 Online Transfer From Chk ...3277 Transaction#: 10425117377 39.00 10/07 Online Transfer From Chk ...0281 Transaction#: 10425125219 39.00 10/07 Online Transfer From Chk ...7985 Transaction#: 10425123247 39.00 10/07 Online Transfer From Chk ...3116 Transaction#: 10425121345 39.00 10/09 Book Transfer Credit B/O: Tplic Lul0 26 Cedar Rapids IA 52499- US Org:/P 46306 Transamerica Premier Life Insurance Ref: BW 877 425 8100 Trn: 0165300283Fk 879,000.33
Total Deposits and Additions $879,195.33

ELECTRONIC WITHDRAWALS

DATE DESCRIPTION AMOUNT
10/01 Orig CO Name:Aegon USA Pmt Orig ID:1421205796 Desc Date: CO Entry Descr:Mortgage Sec:CCD Trace#:091000018450070 Eed:201001 Ind ID:10419136 Ind Name:Connect Slo Partners L Trn: 2748450070Tc
$3,018.83
10/05 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000027869482 Eed:201005 Ind ID:9538597001 Ind Name:EFT File Name: Rp2791V EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/10/
9,045.21
10/08 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000024599343 Eed:201008 Ind ID:9538597001 Ind Name:EFT File Name: Rp28222 EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/10/
4,747.25
10/09 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000024923208 Eed:201009 Ind ID:9538597001 Ind Name:EFT File Name: Rp2831Z EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/10/
858,346.56
10/14 10/14 Payment To Chase Card Ending IN 3773 118.59 10/09 Ogri CO Na e 950 m : O cu r tt Orig ID:9538597001 Desc Date:Prfund CO Entry 858,346.56 Descr:Connectop Sec:CCD
Og 953859 00 esc ae u d CO y
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0000 9 3 08 ed 0 009 d 953859 00
Ind Name:EFT F EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/10/

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00759410101000000021
Page of 12
*start*summary
*end*summary
*start*deposits and additions
*end*deposits and additions
*start*electronicwithdrawal
*end*electronic withdrawal
JPMorgan Chase Bank, N.A.

P O Box 182051
Columbus, OH 43218 - 2051
00075941 DRE 703 219 33620 NNNNNNNNNNN 1 000000000 64 0000

CONNECT SLO PARTNERS LLC
PO BOX 30157
SANTA BARBARA CA 93130-0157
October 31, 2020 through November 30, 2020
Account Number: 000000237538597

CUSTOMER SERVICE INFORMATION
Web site: www.Chase.com
Service Center: 1-877-425-8100
Deaf and Hard of Hearing: 1-800-242-7383
Para Espanol: 1-888-622-4273
International Calls: 1-713-262-1679
CHECKING SUMMARY Chase Analysis Business Checking

INSTANCES AMOUNT
Beginning Balance $231,745.25
Deposits and Additions 1 1,022,973.40
Electronic Withdrawals 6 -1,059,102.02
Ending Balance 7 $195,616.63

DEPOSITS AND ADDITIONS

DATE DESCRIPTION AMOUNT
11/05 Book Transfer Credit B/O: Tplic Lul0 26 Cedar Rapids IA 52499- US Org:/P 46306 Transamerica Premier Life Insurance Ref: BW 877 425 8100 Trn: 0162900310Fk $1,022,973.40
Total Deposits and Additions $1,022,973.40

ELECTRONIC WITHDRAWALS

DATE DESCRIPTION AMOUNT
11/02 Orig CO Name:Aegon USA Pmt Orig ID:1421205796 Desc Date: CO Entry Descr:Mortgage Sec:CCD Trace#:091000014399302 Eed:201102 Ind ID:10419136 Ind Name:Connect Slo Partners L Trn: 3044399302Tc
$7,228.21
11/04 Orig CO Name:San Luis Obispot Orig ID:0000079161 Desc Date:201104 CO Entry Descr:8057815831Sec:Web Trace#:021000026871985 Eed:201104 Ind ID:4997990 Ind Name:Connect Slo Partners L
805-781-5831 Trn: 3096871985Tc
10,499.06
11/05 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000027677312 Eed:201105 Ind ID:9538597001 Ind Name:EFT File Name: Rp3101J EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/11/
1,032,403.22
11/12 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000024945898 Eed:201112 Ind ID:9538597001 Ind Name:EFT File Name: Rp31741 EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/11/12 201112 Rp31741W Trn: 3174945898Tc
7,830.00
11/20 11/20 Payment To Chase Card Ending IN 3773 76.36
11/25 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000023161078 Eed:201125 Ind ID:9538597001 Ind Name:EFT File Name: Rp3302R EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/11/25 201125 Rp3302Ro Trn: 3303161078Tc 1,065.17
Total Electronic Withdrawals $1,059,102.02
11/05 Ogri CO Na e 950 m : O cu r tt Orig ID:9538597001 Desc Date:Prfund CO Entry 1,032,403.22 Descr:Connectop Sec:CCD
Og 953859 00 esc ae u d CO y
Descr:Connectop Sec:CCD Trace#:021000027677312 Trace# Eed:201105 Ind ID:9538597001 Ind Name:EFT File Name: Rp3101J
21000027677312 Eed:201105 Ind ID:9538597001
d ae EFT/ACH Created Offset For Origin#: 9090209001 CO
Eff Date: 20/11/

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00689900101000000021
Page of 12
*start*summary
*end*summary
*start*deposits and additions
*end*deposits and additions
*start*electronicwithdrawal
*end*electronic withdrawal
JPMorgan Chase Bank, N.A.

P O Box 182051
Columbus, OH 43218 - 2051
00068990 DRE 703 219 00121 NNNNNNNNNNN 1 000000000 64 0000

CONNECT SLO PARTNERS LLC
PO BOX 30157
SANTA BARBARA CA 93130-0157
December 01, 2020 through December 31, 2020
Account Number: 000000237538597

CUSTOMER SERVICE INFORMATION
Web site: www.Chase.com
Service Center: 1-877-425-8100
Deaf and Hard of Hearing: 1-800-242-7383
Para Espanol: 1-888-622-4273
International Calls: 1-713-262-1679
CHECKING SUMMARY Chase Analysis Business Checking

INSTANCES AMOUNT
Beginning Balance $195,616.63
Deposits and Additions 2 1,222,655.46
Electronic Withdrawals 8 -1,214,848.17
Ending Balance 10 $203,423.92

DEPOSITS AND ADDITIONS

DATE DESCRIPTION AMOUNT
12/07 Remote Online Deposit 7 $1,060.00
12/11 Book Transfer Credit B/O: Transamerica Life Insurance Companycedar Rapids IA 52499-3830 US Org:/P 46306 Transamerica Premier Life Insurance Ref: BW 877 425 8100 Trn: 0183200346Fk
1,221,595.46
Total Deposits and Additions $1,222,655.46

ELECTRONIC WITHDRAWALS

DATE DESCRIPTION AMOUNT
12/01 Orig CO Name:Aegon USA Pmt Orig ID:1421205796 Desc Date: CO Entry Descr:Mortgage Sec:CCD Trace#:091000012860115 Eed:201201 Ind ID:10419136 Ind Name:Connect Slo Partners L Trn: 3352860115Tc
$10,954.57
12/03 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000021216204 Eed:201203 Ind ID:9538597001 Ind Name:EFT File Name: Rp3382X EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/12/03 201203 Rp3382Xb Trn: 3381216204Tc

78.75 12/11 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000023505396 Eed:201211 Ind ID:9538597001 Ind Name:EFT File Name: Rp3461J EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/12/11 201211 Rp3461J2 Trn: 3463505396Tc
1,200,292.39
12/17 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000023603910 Eed:201217 Ind ID:9538597001 Ind Name:EFT File Name: Rp35233 EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/12/17 201217 Rp352331 Trn: 3523603910Tc
767.67
12/18 Orig CO Name:CA Waterboards Orig ID:1680281986 Desc Date: CO Entry Descr:Swrcb Feessec:CCD Trace#:122000493823478 Eed:201218 Ind ID:Sw-0198895 Ind Name:Connect Slo Partners L Trn: 3533823478Tc
509.00
12/11 Ogri CO Na e 950 m : O cu r tt Orig ID:9538597001 Desc Date:Prfund CO Entry 1,200,292.39 Descr:Connectop Sec:CCD
Og 953859 00 esc ae u d CO y
Descr:Connectop Sec:CCD Trace#:021000023505396 Trace# Eed:201211 Ind ID:9538597001 Ind Name:EFT File Name: Rp3461J
21000023505396 Eed:201211 Ind ID:9538597001
d ae e EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 20/12/11
p3 6 J /C C ea ed O se
201211 Rp3461J2 Trn: 3463505396Tc

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Page of 24
*start*electronicwithdrawal
*end*electronicwithdrawal
*start*post overdraftand returneditemmessage2
*end*post overdraftand returneditem message2
*start*dailyending balance3
*end*daily ending balance3
January 01, 2021 through January 29, 2021
Account Number: 000000237538597

ELECTRONIC WITHDRAWALS

DATE DESCRIPTION AMOUNT
01/04 Orig CO Name:Aegon USA Pmt Orig ID:1421205796 Desc Date: CO Entry Descr:Mortgage Sec:CCD Trace#:091000014244506 Eed:210104 Ind ID:10419136 Ind Name:Connect Slo Partners L Trn: 3664244506Tc
$14,535.90
01/07 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000022616883 Eed:210107 Ind ID:9538597001 Ind Name:EFT File Name: Rp0072R EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 21/01/07 210107 Rp0072Rk Trn: 0072616883Tc 25,558.16
01/12 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000029083943 Eed:210112 Ind ID:9538597001 Ind Name:EFT File Name: Rp01220 EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 21/01/12 210112 Rp01220F Trn: 0129083943Tc
1,208,807.58
01/14 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000025880632 Eed:210114 Ind ID:9538597001 Ind Name:EFT File Name: Rp01438 EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 21/01/14 210114 Rp01438O Trn: 0145880632Tc
1,150.09
01/15 01/15 Payment To Chase Card Ending IN 3773 6.23
01/21 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000021427845 Eed:210121 Ind ID:9538597001 Ind Name:EFT File Name: Rp0212X EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 21/01/21 210121 Rp0212Xx Trn: 0211427845Tc
1,125.66
01/28 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000025201823 Eed:210128 Ind ID:9538597001 Ind Name:EFT File Name: Rp0283F EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 21/01/28 210128 Rp0283Fu Trn: 0285201823Tc
516.75
01/29 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000029175124 Eed:210129 Ind ID:9538597001 Ind Name:EFT File Name: Rp02927 EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 21/01/29 210129 Rp02927F Trn: 0299175124Tc
7,310.88
Total Electronic Withdrawals $1,259,011.25
Your service charges, fees and earnings credit have been calculated through account analysis.

DAILY ENDING BALANCE

DATE AMOUNT
01/04 $188,888.02
01/07 163,329.86
01/12 190,375.49
01/14 189,225.40
01/15 189,219.17
01/21 188,093.51
01/25 181,934.89
01/28 181,418.14
01/29 174,107.26
01/12 Ogri CO Na e 950 m : O cu r tt Orig ID:9538597001 Desc Date:Prfund CO Entry 1,208,807.58 Descr:Connectop Sec:CCD
Og 953859 00 esc ae u d CO y
Descr:Connectop Sec:CCD Trace#:021000029083943 Trace# Eed:210112 Ind ID:9538597001 Ind Name:EFT File Name: Rp01220
21000029083943 Eed:210112 Ind ID:9538597001
d ae e EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 21/01/12
p0 0 /C C ea ed O se
210112 Rp01220F Trn: 0129083943Tc

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Page of 24
*start*deposits and additions
*end*deposits and additions
*start*electronicwithdrawal
*end*electronicwithdrawal
*start*post overdraftand returneditemmessage2
*end*post overdraftand returneditem message2
*start*dailyending balance3
*end*daily ending balance3
January 30, 2021 through February 26, 2021
Account Number: 000000237538597

DEPOSITS AND ADDITIONS

DATE DESCRIPTION AMOUNT
02/05 Book Transfer Credit B/O: Transamerica Life Insurance Companycedar Rapids IA 52499-3830 US Org:/P 46306 Transamerica Premier Life Insurance Ref: BW 877 425 8100 Trn: 0178700036Fk
$777,195.13
02/16 Orig CO Name:Yardi Card Dep Orig ID:9000566345 Desc Date:021621 CO Entry Descr:Cspchasetrsec:CCD Trace#:111924686091974 Eed:210216 Ind ID:33693226 Ind Name:Cspchase-Fuller Apartm
805-699-2040 Trn: 0476091974Tc

60.00 Total Deposits and Additions $777,255.13

ELECTRONIC WITHDRAWALS

DATE DESCRIPTION AMOUNT
02/01 Orig CO Name:Aegon USA Pmt Orig ID:1421205796 Desc Date: CO Entry Descr:Mortgage Sec:CCD Trace#:091000019838782 Eed:210201 Ind ID:10419136 Ind Name:Connect Slo Partners L Trn: 0299838782Tc
$19,173.04
02/04 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000027492119 Eed:210204 Ind ID:9538597001 Ind Name:EFT File Name: Rp0352X EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 21/02/04 210204 Rp0352Xd Trn: 0357492119Tc
788.91
02/05 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000023714522 Eed:210205 Ind ID:9538597001 Ind Name:EFT File Name: Rp0361G EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 21/02/05 210205 Rp0361Gr Trn: 0363714522Tc 746,938.19
02/11 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000029097314 Eed:210211 Ind ID:9538597001 Ind Name:EFT File Name: Rp0422Z EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 21/02/11 210211 Rp0422Z7 Trn: 0429097314Tc
380.00
02/18 02/18 Payment To Chase Card Ending IN 3773 144.44 02/18 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000025784737 Eed:210218 Ind ID:9538597001 Ind Name:EFT File Name: Rp0492S EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 21/02/18 210218 Rp0492Sn Trn: 0495784737Tc
1,111.50
02/25 Orig CO Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry Descr:Connectop Sec:CCD Trace#:021000024111972 Eed:210225 Ind ID:9538597001 Ind Name:EFT File Name: Rp0563F EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 21/02/25 210225 Rp0563Fj Trn: 0564111972Tc
173.33
Total Electronic Withdrawals $768,709.41
Your service charges, fees and earnings credit have been calculated through account analysis.

DAILY ENDING BALANCE

DATE AMOUNT
02/01 $154,934.22
02/04 154,145.31
02/05 184,402.25
02/11 184,022.25
02/16 184,082.25
02/18 182,826.31
02/25 182,652.98
02/05 Orig CO Name:950 Name:950 Orcutt Orig ID:9538597001 Desc Date:Prfund CO Entry 746,938.19 Descr:Connectop Sec:CCD
Orig ID:9538597001 Desc Date:Prfund CO Entry
esc Co ec op Sec CC Trace#:021000023714522 ace# Eed:210205 Ind ID:9538597001 Ind Name:EFT File Name: Rp0361G
0000 3 5 ed 0 05 d 953859 00
Ind Name:EFT File Nam EFT/ACH Created Offset For Origin#: 9090209001 CO Eff Date: 21/02/05
0361G EFT/ACH Created Offset For
210205 Rp0361Gr Trn: 0363714522Tc

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Account Number:
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Item 6a
Department: Community Development
Cost Center: 4003
For Agenda of: 4/19/2022
Placement: Public Hearing
Estimated Time: 30 Minutes
FROM: Michael Codron, Community Development Director
Prepared By: Graham Bultema, Assistant Planner
SUBJECT: REVIEW AND ACCEPT THE 2021 GENERAL PLAN ANNUAL REPORT

RECOMMENDATION
As recommended by the Planning Commission, receive and file the 2021 General Plan Annual Report.

DISCUSSION
Background
California Government Code Section 65400 requires that cities submit an annual report (Attachment A) on the status of their General Plan and progress in its implementation to the Governor’s Office of Planning and Research and Department of Housing and Community Development. Prior to submittal to the state, the annual report must be presented to the City Council for review and acceptance. The General Plan Annual Report is strictly a reporting document and does not create or modify any City goals or policies found within the General Plan.

Policy Context
According to Land Use Element Policy 11.3 the City shall prepare an annual report on the status of the General Plan, which is to include the following items:

A) A summary of private development activity and a brief analysis of how it helped meet General Plan goals;
B) A summary of major public projects and a brief analysis of how they contributed to meeting General Plan goals;
C) An overview of programs, and recommendations on any new approaches that may be necessary;
D) A status report for each General Plan program scheduled to be worked on during that year, including discussion of whether that program's realization is progressing on schedule, and recommendations for how it could better be kept on schedule if it is lagging;
E) A status report on how the City is progressing with implementing its open space preservation policies and programs;
F) Updated population or other information deemed important for the Plan.